米娜的猫的个人主页 - 老虎社区

米娜的猫

米娜的猫

暂无个人介绍

IP属地：北京

103关注

4粉丝

1主题

0勋章

2021-07-09

$优趣汇控股(02177)$不卖就破发？

2021-03-26

英特尔这个转型可是有点难…

抱歉，原内容已删除

2021-02-17

美国确实是最佳选择

抱歉，原内容已删除

2021-02-17

我的打新第一股，因为线下接触过这个公司，还是非常看好，可惜钱都买别的了…

蓝城兄弟涨超20%，旗下App增“语音聊天室“功能

2021-01-27

$跟谁学(GSX)$拉总又开始了

2021-01-05

台积电都买不起的话，就没有买家了

ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲

2020-10-19

也是要埋人的节奏

最近好票也开始亏钱，港股打新究竟该怎么打？

2020-09-09

没中你就高兴吧，破发了

抱歉，原内容已删除

2020-08-10

$跟谁学(GSX)$守不住了……

2020-08-08

没任何实质性的说法，估计也砸不下去

跟谁学再遭香橼做空，股价一度跌超20%

2020-08-08

$跟谁学(GSX)$什么情况？

2020-07-23

财报利好都不行，唉

美国航空Q2营收16.22亿美元，超出市场预期

2020-07-20

$跟谁学(GSX)$什么时候发半年报？

2020-07-17

$跟谁学(GSX)$跟我一样的有几人…

2020-07-10

$趣活(QH)$10股，也太少了

2020-07-09

$跟谁学(GSX)$好像有点撑不住了

2020-07-09

$跟谁学(GSX)$势不可挡

2020-07-09

$跟谁学(GSX)$80了，要多厉害有多厉害

2020-07-08

$跟谁学(GSX)$太牛逼了

2020-06-24

$跟谁学(GSX)$看看能不能拉爆我…

去老虎APP查看更多动态

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content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蓝城兄弟涨超20%，旗下App增“语音聊天室“功能</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-16 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，<a href=\"https://laohu8.com/S/BLCT\">蓝城兄弟</a>(BLCT.US)高开高走，截至发稿涨幅超20%。</p>\n<p><img src=\"https://static.tigerbbs.com/0dbc8fada9cab9ff279f6c301c69e943\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>此前公司旗下产品Blued上线\"语音聊天室\"功能，主打\"语音聊天\"、\"社区交友\"与\"兴趣互动\"。</p>\n<p>Blued新推出的语音聊天室功能更多聚焦不同兴趣场景下的语音交流。用户从Blued广场或其他入口点击进入聊天室大厅，即可发现当前开放的聊天室列表和与之对应的热门标签，并可自由选择加入一个感兴趣的聊天室，与同时在线的朋友语音互动。</p>\n<p>蓝城兄弟还将于近期推出一款面向全人群、主打语音陪伴的新产品。作为一对一交友形式的重要补充，多人连麦交友有望成为更受用户追捧的新形式之一，蓝城兄弟也将深度介入语音社交新领域。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/440937139ed8fee83fb2542d9eaa9122","relate_stocks":{"BLCT":"蓝城兄弟"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195373401","content_text":"周二，蓝城兄弟(BLCT.US)高开高走，截至发稿涨幅超20%。\n\n此前公司旗下产品Blued上线\"语音聊天室\"功能，主打\"语音聊天\"、\"社区交友\"与\"兴趣互动\"。\nBlued新推出的语音聊天室功能更多聚焦不同兴趣场景下的语音交流。用户从Blued广场或其他入口点击进入聊天室大厅，即可发现当前开放的聊天室列表和与之对应的热门标签，并可自由选择加入一个感兴趣的聊天室，与同时在线的朋友语音互动。\n蓝城兄弟还将于近期推出一款面向全人群、主打语音陪伴的新产品。作为一对一交友形式的重要补充，多人连麦交友有望成为更受用户追捧的新形式之一，蓝城兄弟也将深度介入语音社交新领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313818199,"gmtCreate":1611682752711,"gmtModify":1703752355444,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>拉总又开始了","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>拉总又开始了","text":"$跟谁学(GSX)$拉总又开始了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313818199","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338127632,"gmtCreate":1609857070826,"gmtModify":1703740912223,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"台积电都买不起的话，就没有买家了","listText":"台积电都买不起的话，就没有买家了","text":"台积电都买不起的话，就没有买家了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338127632","repostId":"2100637027","repostType":2,"repost":{"id":"2100637027","kind":"news","pubTimestamp":1609560970,"share":"https://www.laohu8.com/m/news/2100637027?lang=&edition=full","pubTime":"2021-01-02 12:16","market":"us","language":"zh","title":"ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲","url":"https://stock-news.laohu8.com/highlight/detail?id=2100637027","media":"星新看世界","summary":"任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。可以说，如果没有ASML的EUV光刻机，台积电和三星都将无法生产高端芯片。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。","content":"<html><body><article><p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152423449v1734glim02bisv\"/><p>主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152428518v173kcq35y0vown\"/><p>ASML传来坏消息！张忠谋：国产光刻机迎来磨难，<a href=\"https://laohu8.com/S/TSM\">台积电</a>首当其冲！目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权，然而，即便如此，因为ASML集团很多的核心技术都是美国支撑着，所以也只能听从美国的指令。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152430047v173imsbrwedl05\"/><p>可以说，如果没有ASML的EUV光刻机，台积电和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>都将无法生产高端芯片。可是，最近又有一个不好的消息，ASML开发的NA EUV光刻机已经完成了基本设计，并很快就能够实现商业化，这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152439687v173lfz7iszkq3c\"/><p>可是，国产光刻机才刚刚勉强突破到7nm的层次，如今ASML集团的光刻机技术就再次突破，那么我们国家想要在光刻机技术上面追赶上来，难度再次增大了。此外，一台NA EUV光刻机的售价高达4.5亿美元，台积电是ASML集团最大的客户，但是台积电的实力不太能够吃得消这么昂贵的设备。</p><img src=\"https://inews.gtimg.com/newsapp_bt/0/12990156537/1000\"/><p>毕竟台积电刚刚失去了华为这个大客户，再加上<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的订单又被三星抢走了，台积电的利润下降的同时，设备的成本还增加了，这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗，反而可以大肆购买现金设备，从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-02 12:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b><strong>星新看世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2100637027","content_text":"美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲！目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权，然而，即便如此，因为ASML集团很多的核心技术都是美国支撑着，所以也只能听从美国的指令。可以说，如果没有ASML的EUV光刻机，台积电和三星都将无法生产高端芯片。可是，最近又有一个不好的消息，ASML开发的NA EUV光刻机已经完成了基本设计，并很快就能够实现商业化，这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。可是，国产光刻机才刚刚勉强突破到7nm的层次，如今ASML集团的光刻机技术就再次突破，那么我们国家想要在光刻机技术上面追赶上来，难度再次增大了。此外，一台NA EUV光刻机的售价高达4.5亿美元，台积电是ASML集团最大的客户，但是台积电的实力不太能够吃得消这么昂贵的设备。毕竟台积电刚刚失去了华为这个大客户，再加上高通和英特尔的订单又被三星抢走了，台积电的利润下降的同时，设备的成本还增加了，这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗，反而可以大肆购买现金设备，从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3538163291203025","authorIdStr":"3538163291203025"},"content":"哈哈，利好台积电，门槛高了别人追不上","text":"哈哈，利好台积电，门槛高了别人追不上","html":"哈哈，利好台积电，门槛高了别人追不上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303892091,"gmtCreate":1603085851213,"gmtModify":1703828583070,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"也是要埋人的节奏","listText":"也是要埋人的节奏","text":"也是要埋人的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303892091","repostId":"2076379519","repostType":4,"repost":{"id":"2076379519","kind":"highlight","pubTimestamp":1603077358,"share":"https://www.laohu8.com/m/news/2076379519?lang=&edition=full","pubTime":"2020-10-19 11:15","market":"hk","language":"zh","title":"最近好票也开始亏钱，港股打新究竟该怎么打？","url":"https://stock-news.laohu8.com/highlight/detail?id=2076379519","media":"智通财经网","summary":"港股打新最近一段时间好票开始出现亏钱的情况，特别是盲目融资打新，更是送人头。","content":"<p><b>本文来自  “懒猪捡财”</b></p><p>港股打新最近一段时间好票开始出现亏钱的情况，特别是盲目融资打新，更是送人头，所以有必要在这里整理归纳提醒下大家，这种亏钱现象主要体现在大甲、乙组，新股破发倒是少，就是涨幅盈利无法覆盖融资成本。</p><p><b>几个现象</b></p><p>这里有几个特别明显的现象，可以跟大家分享下：</p><p>孖展额度从抢额度到额度滞销</p><p><a href=\"https://laohu8.com/S/09633\">农夫山泉</a>那会几乎是所有人都在抢额度，甚至还出现很多预定了乙组被券商放鸽子的情况，市场上玩家瞬间觉得额度是一个很宝贵的东西，给额度约等于送钱，结果到了农夫山泉首日，对于乙组来说，如果暗盘没有早点走，首日几乎是没有赚到钱，打和点高达50%，再到后面的新股，除了<a href=\"https://laohu8.com/S/00909\">明源云</a>稍微好点，其他热门的新股表现都不尽人意，最近<a href=\"https://laohu8.com/S/02096\">先声药业</a>还出现了额度滞销的情况，可见市场的热度在快速冷却。</p><p>后面一段时间，除非是发行估值有比较大的空间或者新股撞车，否则额度没大家想象的那么紧张。</p><p><b>中签率每况愈下</b></p><p>去年下半年，一些热门的票中签率还在30%以上，虽然涨幅没有今年二季度那么夸张，平均也就20%-30%，但对于多宝箱免费抽奖的用户来，很容易就能抽到奖赚取收益。</p><p>今年上半年<a href=\"https://laohu8.com/S/90010\">康方生物</a>、<a href=\"https://laohu8.com/S/09996\">沛嘉医疗</a>，中签率已经降到10%，但这会新股的涨幅可比去年高多了，随便一开盘就是50%+，所以大家开始热衷于抢额度加杠杆，付出一点成本，但提高中签率，一旦中签了，成本也不过是毛毛雨。</p><p>再来的就是农夫山泉把打新人数推高到70万人，已经比上半年增加了一倍，其实打新的人数不超过30万的话，中签率相对比较可观，后面的几只票大家也看到了，中签率福禄2%，嘉和3%，云顶2%，惨不忍睹，如果你是多个账户融资几十手未中签的，也很正常，后面应该考虑转变思路，控制一下成本。</p><p><b>发行估值越来越贵，暗盘高开低走</b></p><p><a href=\"https://laohu8.com/S/02101\">福禄控股</a>、<a href=\"https://laohu8.com/S/06988\">乐享互动</a>、<a href=\"https://laohu8.com/S/06998\">嘉和生物</a>、再到前两天<a href=\"https://laohu8.com/S/06989\">卓越商企</a>，这种现象出现的频率越来越高，主要原因还是发行估值给高了，留给二级市场的空间不大，暗盘就拼谁跑得快，跑得慢的不止不赚钱，甚至还要倒贴钱。</p><p class=\"t-img-caption\"><img src=\"https://img.zhitongcaijing.com/image/20201019/1603076069947130.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"332\" tg-height=\"222\"><span>卓越商企暗盘</span></p><p class=\"t-img-caption\"><img src=\"https://img.zhitongcaijing.com/image/20201019/1603076078891839.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"590\" tg-height=\"480\"><span>嘉和生物暗盘</span></p><p><b>几个阶段</b></p><p>之前在网上看到一段话，有关打新的几个阶段：</p><p>第一阶段，市场人气低迷，新股定价比较低，因为机构都不愿意出高价。这样的新股上市以后，开盘价涨幅也不大，但是容易在二级市场上炒起来，从而出现大妖股，炒新股的爆赚。</p><p>第二阶段，新股的定价依然不太高，因为机构反应没有那么快，但是二级市场的反应是很快的，之前低价卖掉新股的人，看到自己卖出去的新股变成妖股后痛心疾首，于是大家的整体预期变高，新股的开盘价就变得很高，打新中签的人爆赚，炒新吃肉空间就变少了。</p><p>第三阶段，机构看到新股的开盘价越来越高，于是他们就为了争抢筹码不断的抬高IPO定价的报价，最终导致新股的发行价越来越高。到了这个阶段，最占便宜的是融资的企业，而报价的机构、中签的股民、炒新的股民都越来越难挣钱。</p><p>第四阶段，随着开盘价越来越高，终于二级市场上炒新的股民不干了。新股一开盘就向下跌，谁买套谁，于是开盘价涨幅越来越低，打新收益越来越少。</p><p>第五阶段，终于，有新股上市第1天就跌破发行价，于是打新的情绪跌入冰点，股民谨慎申购，机构不愿意报高价。</p><p>到了这里，再从第一阶段重复循环。</p><p>现阶段报价越来越高，一开盘就下跌，明显处于第三第四阶段，等哪天到了第五阶段，新股破发，市场的情绪会加剧下跌，打新进入冷淡期。</p><p><b>警惕几种打新策略</b></p><p>后面新股应该怎么打</p><p>对于发行估值贵的离谱的，基本没有水位留给二级市场的，打一点玩玩就行，不太适合大力参与，再有一点更重要的，也是经常提醒的，打新更多的是融资费用亏钱，有几类融资现象值得警惕：</p><p>1.<b>顶头锤和大乙，顶头锤的打和点通常是最高的，</b>通常在30%-50%，如果像生物-B这种募资30亿港币左右，货不是很多的，通常都要50%左右，发行估值稍微高点分分钟亏钱。以嘉和生物为例，暗盘收盘已亏接近20%，货少的热门股，我都是建议乙组打乙头就行，到了大乙和顶头锤，中签率下降明显，打和点急剧上升，不如多乙头效果好</p><p><img src=\"http://qi.mofangyu.com/qi/core/static/ueditor/themes/default/images/spacer.gif\" tg-width=\"1\" tg-height=\"1\"><img src=\"https://img.zhitongcaijing.com/image/20201019/1603076086351286.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"659\" tg-height=\"67\"></p><p>2.<b>融资10-20手的甲，</b>中签率虽然有提高，但是整体中签率还是低</p><p>卓越的中签率，前10手基本没有增长，融资几乎等于送钱。</p><p><img src=\"http://qi.mofangyu.com/qi/core/static/ueditor/themes/default/images/spacer.gif\" tg-width=\"1\" tg-height=\"1\"><img src=\"https://img.zhitongcaijing.com/image/20201019/1603076092470925.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"648\" tg-height=\"334\"></p><p>再看看嘉和这种中签率只有3%的，融10手中签率10%不到，20手也不过15%，虽然10%对比3%是有明显增长，但整体中签率还是低，主要还是看运气成分。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201019/1603076099335598.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"688\" tg-height=\"269\"><img src=\"http://qi.mofangyu.com/qi/core/static/ueditor/themes/default/images/spacer.gif\" tg-width=\"1\" tg-height=\"1\"></p><p>3.<b>一手融</b>，最近不少券商开一手融专场，就是只能融资一手不能更多，花100块追求个2%的中签率，除非是单价高期望涨幅也高，否则非常不划算。</p><p><b>建议的几种打新策略</b></p><p>后续的几点打新策略，选股不用说，还是按照以前的选股逻辑，再考虑下发行估值，对比其他上市的可比公司，市场情绪好的时候可少考虑估值，但现在不行，另外资金配置的几个方向：</p><p>1.<b>甲组以现金申购为主</b>，我一直没做什么大甲，大甲界限其实很模糊，8-11万，每次打新融资100-200万起，遇到热门的不一定能保证中签，遇到普通的又资金利用率不高，那还不如多个小甲，资金再往上走还不如乙，毕竟很多券商的额度都是优先乙组，再给甲组，所以很多不一定有20倍</p><p>2.<b>乙组以乙头为主</b>，原因刚才也说了，热票中签率急剧下降，大乙甚至顶头锤打和点高达50%，普通的票券商不一定敢给20倍，能上乙组就不错了，更高的也不用考虑。</p><p><b>无论现在港股打新处于哪个阶段，盈利的人肯定是一直在关注这个市场并参与其中的人，不断调整策略也养成打新的良好心态，市场好多赚钱，市场不好尽量做到少亏钱，喝点小汤，不比A股打新差，而不是听到盈利就进场，听到破发亏损就离场的人，最终只会吃别人剩下的。</b></p><p>最后看下下周几个新股撞车，药明巨诺=世茂服务&gt;合景悠活，巨诺的期望涨幅肯定是要比世茂高不少的，但目前看到的消息募资金额应该只有10亿港币，中签率应该极低，所以写了等于。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201019/1603076109389469.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"656\" tg-height=\"357\"></p><p>蚂蚁最新消息：据悉，如蚂蚁下周顺利通过上市聆讯，暂计划最快10月27日的一周招股，于11月首周挂牌，意味由定价至挂牌日，有机会跨越11月3日美国大选；惟以上仅是初步时间表，最终可能有变。蚂蚁估值从最初的2000亿美金涨到2800亿美金，还没上市就已经涨了17%</p><p><img src=\"https://img.zhitongcaijing.com/image/20201019/1603076121159665.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"690\" tg-height=\"430\"></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>最近好票也开始亏钱，港股打新究竟该怎么打？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n最近好票也开始亏钱，港股打新究竟该怎么打？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-19 11:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/348224.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自  “懒猪捡财”港股打新最近一段时间好票开始出现亏钱的情况，特别是盲目融资打新，更是送人头，所以有必要在这里整理归纳提醒下大家，这种亏钱现象主要体现在大甲、乙组，新股破发倒是少，就是涨幅盈利无法覆盖融资成本。几个现象这里有几个特别明显的现象，可以跟大家分享下：孖展额度从抢额度到额度滞销农夫山泉那会几乎是所有人都在抢额度，甚至还出现很多预定了乙组被券商放鸽子的情况，市场上玩家瞬间觉得额度是...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/348224.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03615361d5170a8b80f9b5087dde22f8","relate_stocks":{"HSI":"恒生指数"},"source_url":"http://www.zhitongcaijing.com/content/detail/348224.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2076379519","content_text":"本文来自  “懒猪捡财”港股打新最近一段时间好票开始出现亏钱的情况，特别是盲目融资打新，更是送人头，所以有必要在这里整理归纳提醒下大家，这种亏钱现象主要体现在大甲、乙组，新股破发倒是少，就是涨幅盈利无法覆盖融资成本。几个现象这里有几个特别明显的现象，可以跟大家分享下：孖展额度从抢额度到额度滞销农夫山泉那会几乎是所有人都在抢额度，甚至还出现很多预定了乙组被券商放鸽子的情况，市场上玩家瞬间觉得额度是一个很宝贵的东西，给额度约等于送钱，结果到了农夫山泉首日，对于乙组来说，如果暗盘没有早点走，首日几乎是没有赚到钱，打和点高达50%，再到后面的新股，除了明源云稍微好点，其他热门的新股表现都不尽人意，最近先声药业还出现了额度滞销的情况，可见市场的热度在快速冷却。后面一段时间，除非是发行估值有比较大的空间或者新股撞车，否则额度没大家想象的那么紧张。中签率每况愈下去年下半年，一些热门的票中签率还在30%以上，虽然涨幅没有今年二季度那么夸张，平均也就20%-30%，但对于多宝箱免费抽奖的用户来，很容易就能抽到奖赚取收益。今年上半年康方生物、沛嘉医疗，中签率已经降到10%，但这会新股的涨幅可比去年高多了，随便一开盘就是50%+，所以大家开始热衷于抢额度加杠杆，付出一点成本，但提高中签率，一旦中签了，成本也不过是毛毛雨。再来的就是农夫山泉把打新人数推高到70万人，已经比上半年增加了一倍，其实打新的人数不超过30万的话，中签率相对比较可观，后面的几只票大家也看到了，中签率福禄2%，嘉和3%，云顶2%，惨不忍睹，如果你是多个账户融资几十手未中签的，也很正常，后面应该考虑转变思路，控制一下成本。发行估值越来越贵，暗盘高开低走福禄控股、乐享互动、嘉和生物、再到前两天卓越商企，这种现象出现的频率越来越高，主要原因还是发行估值给高了，留给二级市场的空间不大，暗盘就拼谁跑得快，跑得慢的不止不赚钱，甚至还要倒贴钱。卓越商企暗盘嘉和生物暗盘几个阶段之前在网上看到一段话，有关打新的几个阶段：第一阶段，市场人气低迷，新股定价比较低，因为机构都不愿意出高价。这样的新股上市以后，开盘价涨幅也不大，但是容易在二级市场上炒起来，从而出现大妖股，炒新股的爆赚。第二阶段，新股的定价依然不太高，因为机构反应没有那么快，但是二级市场的反应是很快的，之前低价卖掉新股的人，看到自己卖出去的新股变成妖股后痛心疾首，于是大家的整体预期变高，新股的开盘价就变得很高，打新中签的人爆赚，炒新吃肉空间就变少了。第三阶段，机构看到新股的开盘价越来越高，于是他们就为了争抢筹码不断的抬高IPO定价的报价，最终导致新股的发行价越来越高。到了这个阶段，最占便宜的是融资的企业，而报价的机构、中签的股民、炒新的股民都越来越难挣钱。第四阶段，随着开盘价越来越高，终于二级市场上炒新的股民不干了。新股一开盘就向下跌，谁买套谁，于是开盘价涨幅越来越低，打新收益越来越少。第五阶段，终于，有新股上市第1天就跌破发行价，于是打新的情绪跌入冰点，股民谨慎申购，机构不愿意报高价。到了这里，再从第一阶段重复循环。现阶段报价越来越高，一开盘就下跌，明显处于第三第四阶段，等哪天到了第五阶段，新股破发，市场的情绪会加剧下跌，打新进入冷淡期。警惕几种打新策略后面新股应该怎么打对于发行估值贵的离谱的，基本没有水位留给二级市场的，打一点玩玩就行，不太适合大力参与，再有一点更重要的，也是经常提醒的，打新更多的是融资费用亏钱，有几类融资现象值得警惕：1.顶头锤和大乙，顶头锤的打和点通常是最高的，通常在30%-50%，如果像生物-B这种募资30亿港币左右，货不是很多的，通常都要50%左右，发行估值稍微高点分分钟亏钱。以嘉和生物为例，暗盘收盘已亏接近20%，货少的热门股，我都是建议乙组打乙头就行，到了大乙和顶头锤，中签率下降明显，打和点急剧上升，不如多乙头效果好2.融资10-20手的甲，中签率虽然有提高，但是整体中签率还是低卓越的中签率，前10手基本没有增长，融资几乎等于送钱。再看看嘉和这种中签率只有3%的，融10手中签率10%不到，20手也不过15%，虽然10%对比3%是有明显增长，但整体中签率还是低，主要还是看运气成分。3.一手融，最近不少券商开一手融专场，就是只能融资一手不能更多，花100块追求个2%的中签率，除非是单价高期望涨幅也高，否则非常不划算。建议的几种打新策略后续的几点打新策略，选股不用说，还是按照以前的选股逻辑，再考虑下发行估值，对比其他上市的可比公司，市场情绪好的时候可少考虑估值，但现在不行，另外资金配置的几个方向：1.甲组以现金申购为主，我一直没做什么大甲，大甲界限其实很模糊，8-11万，每次打新融资100-200万起，遇到热门的不一定能保证中签，遇到普通的又资金利用率不高，那还不如多个小甲，资金再往上走还不如乙，毕竟很多券商的额度都是优先乙组，再给甲组，所以很多不一定有20倍2.乙组以乙头为主，原因刚才也说了，热票中签率急剧下降，大乙甚至顶头锤打和点高达50%，普通的票券商不一定敢给20倍，能上乙组就不错了，更高的也不用考虑。无论现在港股打新处于哪个阶段，盈利的人肯定是一直在关注这个市场并参与其中的人，不断调整策略也养成打新的良好心态，市场好多赚钱，市场不好尽量做到少亏钱，喝点小汤，不比A股打新差，而不是听到盈利就进场，听到破发亏损就离场的人，最终只会吃别人剩下的。最后看下下周几个新股撞车，药明巨诺=世茂服务>合景悠活，巨诺的期望涨幅肯定是要比世茂高不少的，但目前看到的消息募资金额应该只有10亿港币，中签率应该极低，所以写了等于。蚂蚁最新消息：据悉，如蚂蚁下周顺利通过上市聆讯，暂计划最快10月27日的一周招股，于11月首周挂牌，意味由定价至挂牌日，有机会跨越11月3日美国大选；惟以上仅是初步时间表，最终可能有变。蚂蚁估值从最初的2000亿美金涨到2800亿美金，还没上市就已经涨了17%","news_type":1},"isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976140324,"gmtCreate":1599646865968,"gmtModify":1703819178634,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"没中你就高兴吧，破发了","listText":"没中你就高兴吧，破发了","text":"没中你就高兴吧，破发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976140324","repostId":"1140731918","repostType":2,"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944550873,"gmtCreate":1597067715992,"gmtModify":1704214251478,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>守不住了……","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>守不住了……","text":"$跟谁学(GSX)$守不住了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/944550873","isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944866010,"gmtCreate":1596822512030,"gmtModify":1704213829115,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"没任何实质性的说法，估计也砸不下去","listText":"没任何实质性的说法，估计也砸不下去","text":"没任何实质性的说法，估计也砸不下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944866010","repostId":"1187870381","repostType":4,"repost":{"id":"1187870381","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1596821788,"share":"https://www.laohu8.com/m/news/1187870381?lang=&edition=full","pubTime":"2020-08-08 01:36","market":"us","language":"zh","title":"跟谁学再遭香橼做空，股价一度跌超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187870381","media":"老虎资讯综合","summary":"8月7日，跟谁学跌幅扩大至超20%，该公司此前遭到做空机构香橼的再度做空，称该公司股票欺诈。8月7日晚间消息，做空机构香橼研究公司（Citron Research）今日再次做空在线教育机构跟谁学，称跟","content":"<p>8月7日，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌幅扩大至超20%，该公司此前遭到做空机构香橼的再度做空，称该公司股票欺诈。</p><p><img src=\"https://static.tigerbbs.com/4c9c7bcca2ad664e6aee78968ce80a19\" tg-width=\"840\" tg-height=\"470\"></p><p>8月7日晚间消息，做空机构香橼研究公司（Citron Research）今日再次做空在线教育机构跟谁学，称跟谁学从事证券欺诈。</p><p><img src=\"https://static.tigerbbs.com/960072ae2c163d1006cf2d8e99b77bb5\" tg-width=\"517\" tg-height=\"542\"></p><p>香橼在Twitter上称：“我的孩子们喜欢TikTok，我们拥有阿里巴巴的股票，但跟谁学仍是一个股票欺诈。利用这个机会，建立空头仓位。我们对审计师/监管机构充满信心。看看Wirecard（已申请破产的德国支付巨头）的走势就会知道，做空不容易，但维持欺诈性的财务状况同样不容易。”</p><p>今年4月，香橼首次做空跟谁学，称跟谁学2019年营收被夸大了70%左右，其股票应该立即停止交易，并启动内部调查。</p><p>随后，香橼又分别在4月30日和5月7日两次做空，称跟谁学篡改和伪造了审计报告的财务数据。</p><p>今年5月，另一家做空机构浑水调研公司（Muddy Waters Research）也曾发布做空报告，称跟谁学至少70%的用户是虚假的，甚至可能达到80%；营收情况也是如此。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跟谁学再遭香橼做空，股价一度跌超20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跟谁学再遭香橼做空，股价一度跌超20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-08-08 01:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月7日，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌幅扩大至超20%，该公司此前遭到做空机构香橼的再度做空，称该公司股票欺诈。</p><p><img src=\"https://static.tigerbbs.com/4c9c7bcca2ad664e6aee78968ce80a19\" tg-width=\"840\" tg-height=\"470\"></p><p>8月7日晚间消息，做空机构香橼研究公司（Citron Research）今日再次做空在线教育机构跟谁学，称跟谁学从事证券欺诈。</p><p><img src=\"https://static.tigerbbs.com/960072ae2c163d1006cf2d8e99b77bb5\" tg-width=\"517\" tg-height=\"542\"></p><p>香橼在Twitter上称：“我的孩子们喜欢TikTok，我们拥有阿里巴巴的股票，但跟谁学仍是一个股票欺诈。利用这个机会，建立空头仓位。我们对审计师/监管机构充满信心。看看Wirecard（已申请破产的德国支付巨头）的走势就会知道，做空不容易，但维持欺诈性的财务状况同样不容易。”</p><p>今年4月，香橼首次做空跟谁学，称跟谁学2019年营收被夸大了70%左右，其股票应该立即停止交易，并启动内部调查。</p><p>随后，香橼又分别在4月30日和5月7日两次做空，称跟谁学篡改和伪造了审计报告的财务数据。</p><p>今年5月，另一家做空机构浑水调研公司（Muddy Waters Research）也曾发布做空报告，称跟谁学至少70%的用户是虚假的，甚至可能达到80%；营收情况也是如此。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187870381","content_text":"8月7日，跟谁学跌幅扩大至超20%，该公司此前遭到做空机构香橼的再度做空，称该公司股票欺诈。8月7日晚间消息，做空机构香橼研究公司（Citron Research）今日再次做空在线教育机构跟谁学，称跟谁学从事证券欺诈。香橼在Twitter上称：“我的孩子们喜欢TikTok，我们拥有阿里巴巴的股票，但跟谁学仍是一个股票欺诈。利用这个机会，建立空头仓位。我们对审计师/监管机构充满信心。看看Wirecard（已申请破产的德国支付巨头）的走势就会知道，做空不容易，但维持欺诈性的财务状况同样不容易。”今年4月，香橼首次做空跟谁学，称跟谁学2019年营收被夸大了70%左右，其股票应该立即停止交易，并启动内部调查。随后，香橼又分别在4月30日和5月7日两次做空，称跟谁学篡改和伪造了审计报告的财务数据。今年5月，另一家做空机构浑水调研公司（Muddy Waters Research）也曾发布做空报告，称跟谁学至少70%的用户是虚假的，甚至可能达到80%；营收情况也是如此。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944888747,"gmtCreate":1596820767989,"gmtModify":1704213817463,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>什么情况？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>什么情况？","text":"$跟谁学(GSX)$什么情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944888747","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946009077,"gmtCreate":1595512151699,"gmtModify":1704209265068,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"财报利好都不行，唉","listText":"财报利好都不行，唉","text":"财报利好都不行，唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946009077","repostId":"1129239164","repostType":2,"repost":{"id":"1129239164","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1595503176,"share":"https://www.laohu8.com/m/news/1129239164?lang=&edition=full","pubTime":"2020-07-23 19:19","market":"us","language":"zh","title":"美国航空Q2营收16.22亿美元，超出市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1129239164","media":"老虎资讯综合","summary":"7月23日，美国航空盘前发布财报：2020年Q2财报实现营收16.22亿美元，前值为119.6亿美元，预期值为14.4亿美元，超出市场预期12.64%；每股收益为-7.82美元，前值为1.82美元，预","content":"<p>7月23日，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>盘前发布财报：2020年Q2财报实现营收16.22亿美元，前值为119.6亿美元，预期值为14.4亿美元，超出市场预期12.64%；每股收益为-7.82美元，前值为1.82美元，预期值为-7.70美元，比市场预期低1.56%。</p>\n<p>受此消息影响，美国航空盘前上涨1.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/d86de9480d539969b042d6682ff45d56\" tg-width=\"851\" tg-height=\"656\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国航空Q2营收16.22亿美元，超出市场预期</title>\n<style 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href=\"https://laohu8.com/S/AAL\">美国航空</a>盘前发布财报：2020年Q2财报实现营收16.22亿美元，前值为119.6亿美元，预期值为14.4亿美元，超出市场预期12.64%；每股收益为-7.82美元，前值为1.82美元，预期值为-7.70美元，比市场预期低1.56%。</p>\n<p>受此消息影响，美国航空盘前上涨1.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/d86de9480d539969b042d6682ff45d56\" tg-width=\"851\" tg-height=\"656\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"AAL":"美国航空"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129239164","content_text":"7月23日，美国航空盘前发布财报：2020年Q2财报实现营收16.22亿美元，前值为119.6亿美元，预期值为14.4亿美元，超出市场预期12.64%；每股收益为-7.82美元，前值为1.82美元，预期值为-7.70美元，比市场预期低1.56%。\n受此消息影响，美国航空盘前上涨1.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948350707,"gmtCreate":1595255968809,"gmtModify":1704208276806,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a 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TikTok（抖音海外版），但抖音贡献了字节跳动2/3的广告收入。抖音于2016年上线，如今下载量已超过10亿次。</p><p>相比之下，拥有6.89亿日活跃用户的TikTok，在2020年为字节跳动贡献了10亿美元的营收。2020年，字节跳动营收约为370亿美元。</p><p>另一位知情人士称，抖音IPO对字节跳动来说是一个合乎逻辑的选择，因为这款App在营收源和利润方面更加成熟。字节跳动创始人兼CEO张一鸣也愿意等待最好的结果，而不希望TikTok以较低的估值过早上市。这位知情人士曾与张一鸣共事。</p><p>事实上，字节跳动一直在考虑剥离业务的不同选项。字节跳动成立于2012年，是中国最具价值的科技“独角兽”之一，估值接近1800亿美元，投资者包括一些全球最大的风险投资基金，如老虎环球、KKR、软银的愿景基金和红杉资本中国等。</p><p>当前，中国企业正争相吸引投资者的兴趣。有数据显示，去年多达30家中国注册公司，通过赴美IPO筹集了117亿美元资金，这是自2014年阿里巴巴IPO以来的最高纪录。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>字节跳动回应在美上市传闻：此消息不实</title>\n<style 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23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月16日晚，<b>有媒体援引消息人士称字节跳动正就抖音在纽约上市进行初步商谈。对此，字节跳动回复称：此消息不实。</b></p><p>知情人士称，抖音赴美上市相关讨论仍处于早期阶段，但字节跳动的投资者对该计划持支持态度。知情人士称：“字节跳动投资者的普遍反应是‘为什么不呢？’”</p><p>毫无疑问，香港会为抖音上市而疯狂，这一点可以从快手上市中略窥一斑。但同样，抖音在美国上市也会很火爆，中国科技股近期的股价飙升就是最好的证明。</p><p>分析人士称，抖音在美国上市，与在香港上市并不相互排斥，因为字节跳动可以效仿<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/NTES\">网易</a>等其他科技公司，在香港进行二次上市。如果抖音成功在美国上市，则将成为首家在美国IPO（首次公开招股）的中国社交媒体网络。</p><p>去年10月曾有报道称，字节跳动计划让抖音在香港上市。11月又有报道称，字节跳动计划将抖音与其新闻聚合应用“今日头条”和视频平台“西瓜视频”打包，在香港上市。</p><p>有数据显示，截至2020年8月，抖音的日活跃用户约为6亿。虽然用户数量略低于姊妹版App TikTok（抖音海外版），但抖音贡献了字节跳动2/3的广告收入。抖音于2016年上线，如今下载量已超过10亿次。</p><p>相比之下，拥有6.89亿日活跃用户的TikTok，在2020年为字节跳动贡献了10亿美元的营收。2020年，字节跳动营收约为370亿美元。</p><p>另一位知情人士称，抖音IPO对字节跳动来说是一个合乎逻辑的选择，因为这款App在营收源和利润方面更加成熟。字节跳动创始人兼CEO张一鸣也愿意等待最好的结果，而不希望TikTok以较低的估值过早上市。这位知情人士曾与张一鸣共事。</p><p>事实上，字节跳动一直在考虑剥离业务的不同选项。字节跳动成立于2012年，是中国最具价值的科技“独角兽”之一，估值接近1800亿美元，投资者包括一些全球最大的风险投资基金，如老虎环球、KKR、软银的愿景基金和红杉资本中国等。</p><p>当前，中国企业正争相吸引投资者的兴趣。有数据显示，去年多达30家中国注册公司，通过赴美IPO筹集了117亿美元资金，这是自2014年阿里巴巴IPO以来的最高纪录。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1bf636ec8cc0b56a010568ee2f383262","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135826374","content_text":"2月16日晚，有媒体援引消息人士称字节跳动正就抖音在纽约上市进行初步商谈。对此，字节跳动回复称：此消息不实。知情人士称，抖音赴美上市相关讨论仍处于早期阶段，但字节跳动的投资者对该计划持支持态度。知情人士称：“字节跳动投资者的普遍反应是‘为什么不呢？’”毫无疑问，香港会为抖音上市而疯狂，这一点可以从快手上市中略窥一斑。但同样，抖音在美国上市也会很火爆，中国科技股近期的股价飙升就是最好的证明。分析人士称，抖音在美国上市，与在香港上市并不相互排斥，因为字节跳动可以效仿阿里巴巴、京东和网易等其他科技公司，在香港进行二次上市。如果抖音成功在美国上市，则将成为首家在美国IPO（首次公开招股）的中国社交媒体网络。去年10月曾有报道称，字节跳动计划让抖音在香港上市。11月又有报道称，字节跳动计划将抖音与其新闻聚合应用“今日头条”和视频平台“西瓜视频”打包，在香港上市。有数据显示，截至2020年8月，抖音的日活跃用户约为6亿。虽然用户数量略低于姊妹版App TikTok（抖音海外版），但抖音贡献了字节跳动2/3的广告收入。抖音于2016年上线，如今下载量已超过10亿次。相比之下，拥有6.89亿日活跃用户的TikTok，在2020年为字节跳动贡献了10亿美元的营收。2020年，字节跳动营收约为370亿美元。另一位知情人士称，抖音IPO对字节跳动来说是一个合乎逻辑的选择，因为这款App在营收源和利润方面更加成熟。字节跳动创始人兼CEO张一鸣也愿意等待最好的结果，而不希望TikTok以较低的估值过早上市。这位知情人士曾与张一鸣共事。事实上，字节跳动一直在考虑剥离业务的不同选项。字节跳动成立于2012年，是中国最具价值的科技“独角兽”之一，估值接近1800亿美元，投资者包括一些全球最大的风险投资基金，如老虎环球、KKR、软银的愿景基金和红杉资本中国等。当前，中国企业正争相吸引投资者的兴趣。有数据显示，去年多达30家中国注册公司，通过赴美IPO筹集了117亿美元资金，这是自2014年阿里巴巴IPO以来的最高纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313818199,"gmtCreate":1611682752711,"gmtModify":1703752355444,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>拉总又开始了","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>拉总又开始了","text":"$跟谁学(GSX)$拉总又开始了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313818199","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955080964,"gmtCreate":1592235436158,"gmtModify":1704198457662,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"title":"2020.06.15 复盘笔记 by 米娜的猫","htmlText":"2020-06-15 成本 现价 浮动收益 纳指三倍做多ETF(TQQQ) 0.89 0.14 -84.22% 不要跟趋势对着干，😂","listText":"2020-06-15 成本 现价 浮动收益 纳指三倍做多ETF(TQQQ) 0.89 0.14 -84.22% 不要跟趋势对着干，😂","text":"2020-06-15 成本 现价 浮动收益 纳指三倍做多ETF(TQQQ) 0.89 0.14 -84.22% 不要跟趋势对着干，😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955080964","isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338127632,"gmtCreate":1609857070826,"gmtModify":1703740912223,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"台积电都买不起的话，就没有买家了","listText":"台积电都买不起的话，就没有买家了","text":"台积电都买不起的话，就没有买家了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338127632","repostId":"2100637027","repostType":2,"repost":{"id":"2100637027","kind":"news","pubTimestamp":1609560970,"share":"https://www.laohu8.com/m/news/2100637027?lang=&edition=full","pubTime":"2021-01-02 12:16","market":"us","language":"zh","title":"ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲","url":"https://stock-news.laohu8.com/highlight/detail?id=2100637027","media":"星新看世界","summary":"任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。可以说，如果没有ASML的EUV光刻机，台积电和三星都将无法生产高端芯片。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。","content":"<html><body><article><p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152423449v1734glim02bisv\"/><p>主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152428518v173kcq35y0vown\"/><p>ASML传来坏消息！张忠谋：国产光刻机迎来磨难，<a href=\"https://laohu8.com/S/TSM\">台积电</a>首当其冲！目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权，然而，即便如此，因为ASML集团很多的核心技术都是美国支撑着，所以也只能听从美国的指令。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152430047v173imsbrwedl05\"/><p>可以说，如果没有ASML的EUV光刻机，台积电和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>都将无法生产高端芯片。可是，最近又有一个不好的消息，ASML开发的NA EUV光刻机已经完成了基本设计，并很快就能够实现商业化，这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210102152439687v173lfz7iszkq3c\"/><p>可是，国产光刻机才刚刚勉强突破到7nm的层次，如今ASML集团的光刻机技术就再次突破，那么我们国家想要在光刻机技术上面追赶上来，难度再次增大了。此外，一台NA EUV光刻机的售价高达4.5亿美元，台积电是ASML集团最大的客户，但是台积电的实力不太能够吃得消这么昂贵的设备。</p><img src=\"https://inews.gtimg.com/newsapp_bt/0/12990156537/1000\"/><p>毕竟台积电刚刚失去了华为这个大客户，再加上<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的订单又被三星抢走了，台积电的利润下降的同时，设备的成本还增加了，这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗，反而可以大肆购买现金设备，从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b><strong>星新看世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021010215245677d80fde&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2100637027","content_text":"美国针对我们国家的芯片禁令暴露了我们国家很多的问题，其实华为已经是拥有了设计世界顶尖芯片的能力，但是没有办法，制造芯片最重要的光刻机技术掌握在西方国家的手中，所以即便华为拥有设计顶级芯片的能力，但是仍然受制于光刻机技术的缺失。主要还是因为我们国家在光刻机技术领域发展的比较晚，所以才会受到美国的掣肘。任正非先生此前表示，国内的基础制造无法生产麒麟芯片，这也揭示了华为当前的尴尬状况，同时也彰显了光刻机这项技术的重要性。ASML传来坏消息！张忠谋：国产光刻机迎来磨难，台积电首当其冲！目前可以制造高级芯片的光刻机只能由荷兰的ASML集团生产。ASML集团在光刻机领域有着绝对的话语权，然而，即便如此，因为ASML集团很多的核心技术都是美国支撑着，所以也只能听从美国的指令。可以说，如果没有ASML的EUV光刻机，台积电和三星都将无法生产高端芯片。可是，最近又有一个不好的消息，ASML开发的NA EUV光刻机已经完成了基本设计，并很快就能够实现商业化，这个新光刻机将能够用于生产2nm甚至1nm工艺芯片。可是，国产光刻机才刚刚勉强突破到7nm的层次，如今ASML集团的光刻机技术就再次突破，那么我们国家想要在光刻机技术上面追赶上来，难度再次增大了。此外，一台NA EUV光刻机的售价高达4.5亿美元，台积电是ASML集团最大的客户，但是台积电的实力不太能够吃得消这么昂贵的设备。毕竟台积电刚刚失去了华为这个大客户，再加上高通和英特尔的订单又被三星抢走了，台积电的利润下降的同时，设备的成本还增加了，这令台积电陷入了一个两难境地。而台积电的对手三星财大气粗，反而可以大肆购买现金设备，从而不断抢占台积电的市场。所以才会说ASML集团传来的是一个坏消息，国内的光刻机将迎来磨难，而台积电无疑是首当其冲的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3538163291203025","authorIdStr":"3538163291203025"},"content":"哈哈，利好台积电，门槛高了别人追不上","text":"哈哈，利好台积电，门槛高了别人追不上","html":"哈哈，利好台积电，门槛高了别人追不上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944550873,"gmtCreate":1597067715992,"gmtModify":1704214251478,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>守不住了……","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>守不住了……","text":"$跟谁学(GSX)$守不住了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/944550873","isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949298693,"gmtCreate":1594225384612,"gmtModify":1704204676746,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>80了，要多厉害有多厉害","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>80了，要多厉害有多厉害","text":"$跟谁学(GSX)$80了，要多厉害有多厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949298693","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944866010,"gmtCreate":1596822512030,"gmtModify":1704213829115,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"没任何实质性的说法，估计也砸不下去","listText":"没任何实质性的说法，估计也砸不下去","text":"没任何实质性的说法，估计也砸不下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944866010","repostId":"1187870381","repostType":4,"isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948350707,"gmtCreate":1595255968809,"gmtModify":1704208276806,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>什么时候发半年报？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>什么时候发半年报？","text":"$跟谁学(GSX)$什么时候发半年报？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948350707","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976140324,"gmtCreate":1599646865968,"gmtModify":1703819178634,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"没中你就高兴吧，破发了","listText":"没中你就高兴吧，破发了","text":"没中你就高兴吧，破发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976140324","repostId":"1140731918","repostType":2,"repost":{"id":"1140731918","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1599608409,"share":"https://www.laohu8.com/m/news/1140731918?lang=&edition=full","pubTime":"2020-09-09 07:40","market":"hk","language":"zh","title":"百胜中国公开发售获认购52.32倍，一手中签率为25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140731918","media":"老虎资讯综合","summary":"9月9日讯，百胜中国-S发布公告，发行4191.07万股，发售价定为每股发售股份412港元，所得款项净额约为170.02亿港元。每手50股，预期将于9月10日上市。最新公布的《发售价及配发结果公告》显","content":"<p>9月9日讯，<a href=\"https://laohu8.com/S/09987\">百胜中国-S</a>发布公告，发行4191.07万股，发售价定为每股发售股份412港元，所得款项净额约为170.02亿港元。每手50股，预期将于9月10日上市。</p><p>最新公布的《发售价及配发结果公告》显示，<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>一手中签率为25%，14手稳中一手。<img src=\"https://static.tigerbbs.com/13565cc29281d56e0816db9173f28749\" tg-width=\"743\" tg-height=\"501\"></p><p>香港公开发售项下初步可供认购的香港发售股份获非常显著超额认购。合共接获13.77万份有效申请，认购合共8771.85万股香港发售股份，相当于香港公开发售项下初步可供认购香港发售股份总数167.65万股的约52.32倍。香港公开发售项下发售股份的最终数目由此增加至691.53万股发售股份，相当于全球发售项下初步可供认购发售股份总数的16.50%(于任何超额配股权获行使前)，并根据香港公开发售分配予55295名成功申请人。</p><p>国际发售项下初步提呈发售的发售股份获显著超额认购，约为国际发售项下初步可供认购发售股份总数的约8.74倍。国际发售项下分配予339名承配人的发售股份最终数目为3499.54万股股份，相当于全球发售项下初步可供认购发售股份总数的83.50%(于任何超额配股权获行使前)。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百胜中国公开发售获认购52.32倍，一手中签率为25%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百胜中国公开发售获认购52.32倍，一手中签率为25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-09-09 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月9日讯，<a href=\"https://laohu8.com/S/09987\">百胜中国-S</a>发布公告，发行4191.07万股，发售价定为每股发售股份412港元，所得款项净额约为170.02亿港元。每手50股，预期将于9月10日上市。</p><p>最新公布的《发售价及配发结果公告》显示，<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>一手中签率为25%，14手稳中一手。<img src=\"https://static.tigerbbs.com/13565cc29281d56e0816db9173f28749\" tg-width=\"743\" tg-height=\"501\"></p><p>香港公开发售项下初步可供认购的香港发售股份获非常显著超额认购。合共接获13.77万份有效申请，认购合共8771.85万股香港发售股份，相当于香港公开发售项下初步可供认购香港发售股份总数167.65万股的约52.32倍。香港公开发售项下发售股份的最终数目由此增加至691.53万股发售股份，相当于全球发售项下初步可供认购发售股份总数的16.50%(于任何超额配股权获行使前)，并根据香港公开发售分配予55295名成功申请人。</p><p>国际发售项下初步提呈发售的发售股份获显著超额认购，约为国际发售项下初步可供认购发售股份总数的约8.74倍。国际发售项下分配予339名承配人的发售股份最终数目为3499.54万股股份，相当于全球发售项下初步可供认购发售股份总数的83.50%(于任何超额配股权获行使前)。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a05d1e0de64f5c1be548f44ae22688d","relate_stocks":{"09987":"百胜中国","YUMC":"百胜中国"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140731918","content_text":"9月9日讯，百胜中国-S发布公告，发行4191.07万股，发售价定为每股发售股份412港元，所得款项净额约为170.02亿港元。每手50股，预期将于9月10日上市。最新公布的《发售价及配发结果公告》显示，百胜中国一手中签率为25%，14手稳中一手。香港公开发售项下初步可供认购的香港发售股份获非常显著超额认购。合共接获13.77万份有效申请，认购合共8771.85万股香港发售股份，相当于香港公开发售项下初步可供认购香港发售股份总数167.65万股的约52.32倍。香港公开发售项下发售股份的最终数目由此增加至691.53万股发售股份，相当于全球发售项下初步可供认购发售股份总数的16.50%(于任何超额配股权获行使前)，并根据香港公开发售分配予55295名成功申请人。国际发售项下初步提呈发售的发售股份获显著超额认购，约为国际发售项下初步可供认购发售股份总数的约8.74倍。国际发售项下分配予339名承配人的发售股份最终数目为3499.54万股股份，相当于全球发售项下初步可供认购发售股份总数的83.50%(于任何超额配股权获行使前)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946009077,"gmtCreate":1595512151699,"gmtModify":1704209265068,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"财报利好都不行，唉","listText":"财报利好都不行，唉","text":"财报利好都不行，唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946009077","repostId":"1129239164","repostType":2,"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954598920,"gmtCreate":1592968519160,"gmtModify":1704200770917,"author":{"id":"339221158481568","authorId":"339221158481568","name":"米娜的猫","avatar":"https://static.tigerbbs.com/8f6c67c0e0ed23021c97b4292467f80f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"339221158481568","authorIdStr":"339221158481568"},"themes":[],"htmlText":"<a 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