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热门
美美滴玩
09-27
$超微电脑(SMCI)$
如果现在买入就是赌博,风险有点大
美美滴玩
07-27
$NVDA 20240816 115.5 PUT$
美美滴玩
07-17
我今天又卖了一手达哥的put
美美滴玩
06-10
不负众望,与众不同,万众一心,才华出众,一举高中
美美滴玩
05-16
如果真的只是一个电动车公司,那确实有可能到50
美美滴玩
02-14
今天喜迎财五路神!祝大家发发发,股票飞飞飞!
美美滴玩
02-14
今天喜迎财五路神!祝大家发发发,股票飞飞飞!
美美滴玩
02-09
[太阳]祝福您[烟花] 🐲龙运当头[福]龙行大运[发] 🐲龙年暴富[福]龙转钱坤[发] 🐲龙年顺遂[福]龙来运转[发] 🐲龙年大吉[福]财运长龙[发] 🐲龙年大旺[福]金龙送福[发] 🐲龙华富贵[福]龙运亨通[发] 🐲福龙高照[福]万事兴龙[发] 🐲龙腾虎跃[福]齐乐龙龙[发] 🐲龙福齐天[福]祥龙瑞气[发] 🐲龙马精神[福]龙凤呈祥[发] 先喘口气[偷笑],最后一句 真心的祝您:新年快乐!!!
美美滴玩
01-19
看好英伟大,老板敢在大会上承诺 不裁一个员工,就这份担当就该他家他家股票涨不停![财迷] [财迷] [财迷]
美美滴玩
01-19
看好英伟大,老板敢在大会上承诺不裁一个员工,就这份担当就该他家股票涨📈不停[财迷] [财迷] [财迷]
美美滴玩
01-05
$苹果(AAPL)$
回调是暂时的,后续一定会涨起来的,调到160元我就加仓了,allin进去
美美滴玩
01-02
新年开门红啦!今年世界都不好过!
美美滴玩
2023-12-20
中概股现在跌到谷底了,应该有机会补涨📈一波了,可以买点巴巴
@Buy_Sell:🎁【12月20日】红海“航道危机”下,该如何布局?
美美滴玩
2022-08-24
大环境真的不好
任正非的寒气并不想吹到你
美美滴玩
2022-08-24
数据不准
期权大单 | 特斯拉拆股在即成交回暖;西方石油看多意愿升温
美美滴玩
2022-08-17
$3B家居(BBBY)$
去年参与过,损失惨重,不敢再参与了!
美美滴玩
2022-08-16
港股不想好了
美团市值跌破1万亿港元,腾讯回应出售美团股权传闻:不予置评
美美滴玩
2022-08-15
有意思
抱歉,原内容已删除
美美滴玩
2022-08-15
应该可以啊
理想汽车Q2营收87.33亿,调整后净亏损1.83亿
美美滴玩
2022-08-12
受大连车主影响的?
@东哥解读电商:新茅奖|揭秘中国最具投资价值的十大新消费品牌
去老虎APP查看更多动态
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如果现在买入就是赌博,风险有点大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354066227110120","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186212412654842","authorId":"4186212412654842","name":"quincy27","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4186212412654842","authorIdStr":"4186212412654842"},"content":"主要还是看财务造假的真实影响。","text":"主要还是看财务造假的真实影响。","html":"主要还是看财务造假的真实影响。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331801988407384,"gmtCreate":1722013238001,"gmtModify":1722013770170,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"<a 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我今天又卖了一手达哥的put","listText":" 我今天又卖了一手达哥的put","text":"我今天又卖了一手达哥的put","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328214589898944","isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315231409910016,"gmtCreate":1717991767723,"gmtModify":1717991769675,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"不负众望,与众不同,万众一心,才华出众,一举高中","listText":"不负众望,与众不同,万众一心,才华出众,一举高中","text":"不负众望,与众不同,万众一心,才华出众,一举高中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315231409910016","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306515658346592,"gmtCreate":1715867638976,"gmtModify":1715867640893,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"如果真的只是一个电动车公司,那确实有可能到50","listText":"如果真的只是一个电动车公司,那确实有可能到50","text":"如果真的只是一个电动车公司,那确实有可能到50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306515658346592","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273877750653048,"gmtCreate":1707902542546,"gmtModify":1707902547743,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"今天喜迎财五路神!祝大家发发发,股票飞飞飞!","listText":"今天喜迎财五路神!祝大家发发发,股票飞飞飞!","text":"今天喜迎财五路神!祝大家发发发,股票飞飞飞!","images":[{"img":"https://static.tigerbbs.com/084d47a7ab1b1a453a6bb811726d5247"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273877750653048","isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":273877935857704,"gmtCreate":1707902495531,"gmtModify":1707902497135,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"今天喜迎财五路神!祝大家发发发,股票飞飞飞!","listText":"今天喜迎财五路神!祝大家发发发,股票飞飞飞!","text":"今天喜迎财五路神!祝大家发发发,股票飞飞飞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273877935857704","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272190126669968,"gmtCreate":1707490533850,"gmtModify":1707490537701,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"[太阳]祝福您[烟花] 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回调是暂时的,后续一定会涨起来的,调到160元我就加仓了,allin进去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259908390531096","isVote":1,"tweetType":1,"viewCount":1813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258734058365112,"gmtCreate":1704197526762,"gmtModify":1704197528320,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"新年开门红啦!今年世界都不好过!","listText":"新年开门红啦!今年世界都不好过!","text":"新年开门红啦!今年世界都不好过!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258734058365112","isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254113978679368,"gmtCreate":1703075845246,"gmtModify":1703075846883,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"中概股现在跌到谷底了,应该有机会补涨📈一波了,可以买点巴巴","listText":"中概股现在跌到谷底了,应该有机会补涨📈一波了,可以买点巴巴","text":"中概股现在跌到谷底了,应该有机会补涨📈一波了,可以买点巴巴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254113978679368","repostId":"253958073962504","repostType":1,"repost":{"id":253958073962504,"gmtCreate":1703037441640,"gmtModify":1703729207937,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🎁【12月20日】红海“航道危机”下,该如何布局?","htmlText":"美东时间周二,尽管美联储官员持续打压降息预期,但投资者乐观情绪不减,三大指数集体收涨,道指续创历史新高,标普500指数亦逼近历史高位。截至收盘,道琼斯指数涨0.68%,报37557.92点;标普500指数涨0.59%,报4768.40点;纳斯达克指数涨0.66%,报15003.22点。道指和纳指均连续九个交易日上涨,道指更是连续五个交易日刷新历史最高纪录。大型科技股多数上涨, <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 涨0.54%, <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 涨0.16%, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 涨2.04%, <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 涨0.63%, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌0.18%, <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 涨1.67%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 跌0.94%, <a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨1.83%。热门中概股普涨,纳斯达克中国金龙指数涨1.81%, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 涨2.10%,<a href=\"https://laohu8.com/S/JD\">$京东(</a>","listText":"美东时间周二,尽管美联储官员持续打压降息预期,但投资者乐观情绪不减,三大指数集体收涨,道指续创历史新高,标普500指数亦逼近历史高位。截至收盘,道琼斯指数涨0.68%,报37557.92点;标普500指数涨0.59%,报4768.40点;纳斯达克指数涨0.66%,报15003.22点。道指和纳指均连续九个交易日上涨,道指更是连续五个交易日刷新历史最高纪录。大型科技股多数上涨, <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 涨0.54%, <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 涨0.16%, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 涨2.04%, <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 涨0.63%, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌0.18%, <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 涨1.67%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 跌0.94%, <a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨1.83%。热门中概股普涨,纳斯达克中国金龙指数涨1.81%, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 涨2.10%,<a href=\"https://laohu8.com/S/JD\">$京东(</a>","text":"美东时间周二,尽管美联储官员持续打压降息预期,但投资者乐观情绪不减,三大指数集体收涨,道指续创历史新高,标普500指数亦逼近历史高位。截至收盘,道琼斯指数涨0.68%,报37557.92点;标普500指数涨0.59%,报4768.40点;纳斯达克指数涨0.66%,报15003.22点。道指和纳指均连续九个交易日上涨,道指更是连续五个交易日刷新历史最高纪录。大型科技股多数上涨, $苹果(AAPL)$ 涨0.54%, $微软(MSFT)$ 涨0.16%, $特斯拉(TSLA)$ 涨2.04%, $谷歌(GOOG)$ 涨0.63%, $亚马逊(AMZN)$ 跌0.18%, $Meta Platforms(META)$ 涨1.67%, $英伟达(NVDA)$ 跌0.94%, $奈飞(NFLX)$ 涨1.83%。热门中概股普涨,纳斯达克中国金龙指数涨1.81%, $阿里巴巴(BABA)$ 涨2.10%,$京东(","images":[{"img":"https://static.tigerbbs.com/a66f3ad08f317259229f8eae32f91ac1","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/ef40dcc05b053bfd9ca063e6dfbdb5fb","width":"1176","height":"2682"},{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253958073962504","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":3013,"gmtBegin":1703043640320,"gmtEnd":1703104259039,"type":1,"upper":1,"title":"押注纳斯达克指数涨跌,瓜分500虎币","choices":[{"id":10933,"sort":1,"name":"涨超5%","userSize":21,"voted":false},{"id":10937,"sort":3,"name":"涨幅小于或等于5%","userSize":23,"voted":false},{"id":10938,"sort":4,"name":"跌幅小于或等于5%","userSize":9,"voted":false},{"id":10939,"sort":5,"name":"跌超5%","userSize":8,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660935320,"gmtCreate":1661353986663,"gmtModify":1661353986663,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"大环境真的不好","listText":"大环境真的不好","text":"大环境真的不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660935320","repostId":"2261642018","repostType":4,"repost":{"id":"2261642018","kind":"highlight","pubTimestamp":1661347026,"share":"https://www.laohu8.com/m/news/2261642018?lang=&edition=full","pubTime":"2022-08-24 21:17","market":"sh","language":"zh","title":"任正非的寒气并不想吹到你","url":"https://stock-news.laohu8.com/highlight/detail?id=2261642018","media":"虎嗅","summary":"别自作多情","content":"<html><head></head><body><p>8月23日,任正非一个“寒气逼人”的内部讲话让刻意低调的华为和任正非再次站在了风口浪尖。</p><p>任正非在这个题为《整个公司的经营方针要从追求规模转向追求利润和现金流》的讲话中说,未来十年对华为来说应该是一个“非常痛苦的历史时期”。他预判全球经济会持续衰退。</p><p>任正非表示,现在由于战争的影响以及美国继续封锁打压的原因,全世界的经济在未来3到5年内都不可能转好,加上疫情影响,“全球应该没有一个地区是亮点。那么消费能力会有很大幅度下降,对我们产生不仅是供应的压力,还有市场的压力”。</p><p>“2023年甚至到2025年,一定要把‘活下来’作为最主要的纲领。活下来,有质量地活下来。”任正非说,“活下来就有未来。”</p><p>他强调,“(华为的)生存基点要调整到以现金流和真实利润为中心,不能再仅以销售收入为目标。”</p><p>华为是中国企业中高度全球化、国际化的一家企业,任正非预测全球经济衰退必然会给做全球生意的华为带来财报上的负面影响,这是再正常不过的了。就算国内的企业也都从中感受到了危机,那也跟任正非感受到的不是同一个类型的。</p><p>“2023年预算要保持合理节奏,盲目扩张,盲目投资的业务要收缩或关闭。”</p><p>“聚焦价值市场价值客户,把主要力量用于正态分布曲线中间的一段,一部分国家我们在市场上就彻底放弃了。我们也有肥肉市场,把原来啃骨头的人员调去啃肥肉。”</p><p>“现在要缩小战线,集中兵力打歼灭战,提升盈利。”</p><p>“今年各个业务的奖金一定要拉开差距,绝不允许平均逼迫大家实现抢粮食的短期目标。过去公司的政策是基本摆平,大家没有感觉到冬天的寒冷,每个人都盖被子,只是厚一点薄一点而已。今年年底利润和现金流多的业务,奖金就多发一些,不能创造价值的业务就是很低的奖金,甚至没有,逼这个业务自杀,把寒气传递下去。”</p><p>……</p><p>当这些话从任正非嘴里吐出来的时候,的确让人感受到高温下的不寒而栗,让人感受到这位华为掌舵者的强烈危机感,尤其联想到万科董事局主席郁亮几年前也曾喊出万科要“活下去”——深圳企业虽然生活在热带地区,但他们对寒冬的感受更加敏锐和彻骨。</p><p>就这样,任正非这段本来对内不对外的讲话很快就传遍了互联网的大街小巷,成为经济不景气最有力的佐证,尤其那句“将让寒气传递到每个人”,难免让人心生悲观。</p><p>而今天,这股寒气则传遍了A股。</p><p>根据统计,8月24日,华为相关概念指数和概念龙头股普跌。截至24日收盘,华为概念报1928.355点,跌4.09%;华为海思概念股报2016.284点,跌5.21%;华为汽车报1819.001点,跌5.31%;华为欧拉报866.830点,跌4.40%;华为鲲鹏报826.322点,跌3.98%;鸿蒙概念报971.434点,跌4.38%。</p><p>其他关联概念股方面,<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>报7.38元,跌5.14%,换手率1.58%;<a href=\"https://laohu8.com/S/601127\">赛力斯</a>报61.99元,跌幅5.52%,换手率1.65%;<a href=\"https://laohu8.com/S/600552\">凯盛科技</a>报11.18元,跌幅6.99%,换手率6.8%。</p><p>有网友评论道:“不仅寒气逼人,还寒气逼A(股)。”</p><p>中国人喜欢造神,但其实大可不必把任正非奉若神明,他不过是个70多岁的老头,创办了一家值得国人骄傲的高科技企业,除了为了女儿和华为在2019年频繁接受过媒体采访外,他几乎是企业家群体里“低调”的代名词。</p><p>于是,他在华为的罗马广场“心声社区”上说的话,就成了近距离窥探这位企业家思想的麦加圣地。在心声社区,他的有些讲话是公开的,作为游客就可以随意闯入浏览,有些是仅对内的,比如上面这个任正非的讲话。</p><p>显然任正非并不想让他的“寒气”传递给华为之外的每一个人,但却意外传递给了每一个看到他讲话内容的人。但说句难听的,这属于自作多情式地往自己身上套,其实也是自寻烦恼。任正非说这话是有背景的,华为由于受美国制裁,在欧美的业务受阻,手机业务因遭遇芯片断供、安卓系统断供而雪崩式下滑,从一度单季度全球第一跌到打着手电筒找不到它的排行。</p><p>根据华为8月12日发布的2022年上半年经营业绩,今年上半年,华为销售收入共计3016亿元,同比减少5.87%,净利润150.8亿元,同比下滑51.97%。其中,运营商业务收入1427亿元,企业业务收入547亿元,终端业务收入1013亿元。运营商业务和企业业务相较去年同期增长了4.2%和27.5%,而终端业务同比下滑25%。</p><p>作为对比——</p><p>2021年上半年,华为实现销售收入3204亿元。其中,运营商业务收入1369亿元、企业业务收入429亿元、消费者业务收入1357亿元。</p><p>2020年上半年,华为实现销售收入4540亿元。其中,运营商业务收入1596亿元,企业业务收入363亿元,消费者业务收入2558亿元。</p><p>可以一目了然地看到,华为营收下滑最重要原因就是消费者业务的急剧收缩,从2020年上半年的2558亿元跌到去年同期的1257亿,营收腰斩;再到今年同期的1013亿元,曾经华为的现金牛辉煌不再,华为和任正非有理由对华为的未来充满危机感。</p><p>任正非说,整个公司的经营方针要从追求规模转向追求利润和现金流。这个观点也不是任正非的独创,只要略懂经济学的都懂这个道理,做过企业管理的当然更加熟稔这个概念,也是当下准备过冬的企业不二的选择,你看曾经攻城略地、到处买买买的阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、美团、字节跳动这些互联网巨头,哪个不是在砍边缘业务、往社会输送人才?而这两年的房企更是给我们上了一堂堂昂贵的课程。但就因为这是任正非说出来的,就变成了金科玉律?这属于典型的盲目崇拜,是一种时代病,也是当下社会浮躁的一个表征。</p><p>任正非呼唤过那么多炮火,甚至连华为认可的书籍的名字就叫《下一个倒下的会不会是华为》,任正非这个寒气逼人的讲话为何在今天引发如此的轰动?</p><p>归根结底,发展才是硬道理。</p></body></html>","source":"highlight_huxiu","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>任正非的寒气并不想吹到你</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任正非的寒气并不想吹到你\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 21:17 北京时间 <a href=https://www.huxiu.com/article/644100.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月23日,任正非一个“寒气逼人”的内部讲话让刻意低调的华为和任正非再次站在了风口浪尖。任正非在这个题为《整个公司的经营方针要从追求规模转向追求利润和现金流》的讲话中说,未来十年对华为来说应该是一个“非常痛苦的历史时期”。他预判全球经济会持续衰退。任正非表示,现在由于战争的影响以及美国继续封锁打压的原因,全世界的经济在未来3到5年内都不可能转好,加上疫情影响,“全球应该没有一个地区是亮点。那么消费...</p>\n\n<a href=\"https://www.huxiu.com/article/644100.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/e1f6fbfb7857aae595f5ec745896dc1a","relate_stocks":{},"source_url":"https://www.huxiu.com/article/644100.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261642018","content_text":"8月23日,任正非一个“寒气逼人”的内部讲话让刻意低调的华为和任正非再次站在了风口浪尖。任正非在这个题为《整个公司的经营方针要从追求规模转向追求利润和现金流》的讲话中说,未来十年对华为来说应该是一个“非常痛苦的历史时期”。他预判全球经济会持续衰退。任正非表示,现在由于战争的影响以及美国继续封锁打压的原因,全世界的经济在未来3到5年内都不可能转好,加上疫情影响,“全球应该没有一个地区是亮点。那么消费能力会有很大幅度下降,对我们产生不仅是供应的压力,还有市场的压力”。“2023年甚至到2025年,一定要把‘活下来’作为最主要的纲领。活下来,有质量地活下来。”任正非说,“活下来就有未来。”他强调,“(华为的)生存基点要调整到以现金流和真实利润为中心,不能再仅以销售收入为目标。”华为是中国企业中高度全球化、国际化的一家企业,任正非预测全球经济衰退必然会给做全球生意的华为带来财报上的负面影响,这是再正常不过的了。就算国内的企业也都从中感受到了危机,那也跟任正非感受到的不是同一个类型的。“2023年预算要保持合理节奏,盲目扩张,盲目投资的业务要收缩或关闭。”“聚焦价值市场价值客户,把主要力量用于正态分布曲线中间的一段,一部分国家我们在市场上就彻底放弃了。我们也有肥肉市场,把原来啃骨头的人员调去啃肥肉。”“现在要缩小战线,集中兵力打歼灭战,提升盈利。”“今年各个业务的奖金一定要拉开差距,绝不允许平均逼迫大家实现抢粮食的短期目标。过去公司的政策是基本摆平,大家没有感觉到冬天的寒冷,每个人都盖被子,只是厚一点薄一点而已。今年年底利润和现金流多的业务,奖金就多发一些,不能创造价值的业务就是很低的奖金,甚至没有,逼这个业务自杀,把寒气传递下去。”……当这些话从任正非嘴里吐出来的时候,的确让人感受到高温下的不寒而栗,让人感受到这位华为掌舵者的强烈危机感,尤其联想到万科董事局主席郁亮几年前也曾喊出万科要“活下去”——深圳企业虽然生活在热带地区,但他们对寒冬的感受更加敏锐和彻骨。就这样,任正非这段本来对内不对外的讲话很快就传遍了互联网的大街小巷,成为经济不景气最有力的佐证,尤其那句“将让寒气传递到每个人”,难免让人心生悲观。而今天,这股寒气则传遍了A股。根据统计,8月24日,华为相关概念指数和概念龙头股普跌。截至24日收盘,华为概念报1928.355点,跌4.09%;华为海思概念股报2016.284点,跌5.21%;华为汽车报1819.001点,跌5.31%;华为欧拉报866.830点,跌4.40%;华为鲲鹏报826.322点,跌3.98%;鸿蒙概念报971.434点,跌4.38%。其他关联概念股方面,北汽蓝谷报7.38元,跌5.14%,换手率1.58%;赛力斯报61.99元,跌幅5.52%,换手率1.65%;凯盛科技报11.18元,跌幅6.99%,换手率6.8%。有网友评论道:“不仅寒气逼人,还寒气逼A(股)。”中国人喜欢造神,但其实大可不必把任正非奉若神明,他不过是个70多岁的老头,创办了一家值得国人骄傲的高科技企业,除了为了女儿和华为在2019年频繁接受过媒体采访外,他几乎是企业家群体里“低调”的代名词。于是,他在华为的罗马广场“心声社区”上说的话,就成了近距离窥探这位企业家思想的麦加圣地。在心声社区,他的有些讲话是公开的,作为游客就可以随意闯入浏览,有些是仅对内的,比如上面这个任正非的讲话。显然任正非并不想让他的“寒气”传递给华为之外的每一个人,但却意外传递给了每一个看到他讲话内容的人。但说句难听的,这属于自作多情式地往自己身上套,其实也是自寻烦恼。任正非说这话是有背景的,华为由于受美国制裁,在欧美的业务受阻,手机业务因遭遇芯片断供、安卓系统断供而雪崩式下滑,从一度单季度全球第一跌到打着手电筒找不到它的排行。根据华为8月12日发布的2022年上半年经营业绩,今年上半年,华为销售收入共计3016亿元,同比减少5.87%,净利润150.8亿元,同比下滑51.97%。其中,运营商业务收入1427亿元,企业业务收入547亿元,终端业务收入1013亿元。运营商业务和企业业务相较去年同期增长了4.2%和27.5%,而终端业务同比下滑25%。作为对比——2021年上半年,华为实现销售收入3204亿元。其中,运营商业务收入1369亿元、企业业务收入429亿元、消费者业务收入1357亿元。2020年上半年,华为实现销售收入4540亿元。其中,运营商业务收入1596亿元,企业业务收入363亿元,消费者业务收入2558亿元。可以一目了然地看到,华为营收下滑最重要原因就是消费者业务的急剧收缩,从2020年上半年的2558亿元跌到去年同期的1257亿,营收腰斩;再到今年同期的1013亿元,曾经华为的现金牛辉煌不再,华为和任正非有理由对华为的未来充满危机感。任正非说,整个公司的经营方针要从追求规模转向追求利润和现金流。这个观点也不是任正非的独创,只要略懂经济学的都懂这个道理,做过企业管理的当然更加熟稔这个概念,也是当下准备过冬的企业不二的选择,你看曾经攻城略地、到处买买买的阿里、腾讯、百度、京东、美团、字节跳动这些互联网巨头,哪个不是在砍边缘业务、往社会输送人才?而这两年的房企更是给我们上了一堂堂昂贵的课程。但就因为这是任正非说出来的,就变成了金科玉律?这属于典型的盲目崇拜,是一种时代病,也是当下社会浮躁的一个表征。任正非呼唤过那么多炮火,甚至连华为认可的书籍的名字就叫《下一个倒下的会不会是华为》,任正非这个寒气逼人的讲话为何在今天引发如此的轰动?归根结底,发展才是硬道理。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660025481,"gmtCreate":1661330803445,"gmtModify":1661330803445,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"数据不准","listText":"数据不准","text":"数据不准","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660025481","repostId":"1128962228","repostType":4,"repost":{"id":"1128962228","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":1661321163,"share":"https://www.laohu8.com/m/news/1128962228?lang=&edition=full","pubTime":"2022-08-24 14:06","market":"sh","language":"zh","title":"期权大单 | 特斯拉拆股在即成交回暖;西方石油看多意愿升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1128962228","media":"老虎资讯综合","summary":"一、市场概览 (23/08)美东时间8月23日(周二),美股市场涨跌互现,市场正在消化不佳的经济数据,美国8月Markit制造业PMI初值、服务业和综合PMI,这些数据显示美国商业活动放缓。截止收盘,","content":"<html><head></head><body><p><b>一、市场概览 (23/08)</b></p><p>美东时间8月23日(周二),美股市场涨跌互现,市场正在消化不佳的经济数据,美国8月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI初值、服务业和综合PMI,这些数据显示美国商业活动放缓。截止收盘,道指跌0.47%,标普跌0.22%,纳指平收。</p><p>期权市场总成交量达27,997,986张合约,较前一交易日有所下降,低于90日平均交易量。其中,看涨期权占比55%。</p><p>标普指数ETF-SPY期权成交4,480,974张合约,环比下降。其中,看涨期权占45.1%。</p><p><b>二、期权成交总量TOP10</b></p><p><img src=\"https://static.tigerbbs.com/61c3703c9869c70e25bcc7eb18faeb1a\" tg-width=\"430\" tg-height=\"930\" referrerpolicy=\"no-referrer\"/>(数据来源:老虎国际)</p><p>股指期权成交量仍居榜首。周二有 457.5万份SPY期权交易。看涨期权占整体期权交易的 44.1%。 2022年8月 24日到期的 412美元行使价看跌期权的成交量特别高,交易量为23.03万份。</p><p>作为最大市值的科技巨头,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>期权成交约86万张,看涨期权超看跌期权。单张期权合约而言,苹果周五到期、执行价 170美元的看涨期权成交9.83万涨, 165美元的看跌期权成交均达 7.7万张。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>期权总成交量91.74万张,环比前一日上涨。2022年8月26日到期的1000美元行使价看涨期权的成交量特别高,交易量为3.35万张。消息面上,8月5日特斯拉表示,在股东同意一拆三的股票分拆计划后,该公司将于8月25日正式开始交易拆分的股票。</p><p>WSB概念股(或散户抱团股)继续下跌。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌8.6%,<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>跌超4.98%。3B家居期权成交量47.89万张,2022年8月26日到期的10美元的看涨期权成交量特别高,交易量为1.56万张。</p><p><a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司出现了一些看涨期权活动(约 4:1高于看跌期权)。前 10大成交量合约中有九个是2022年8月 26日,行使价75美元的看涨期权。该合约的成交量为5.07万张,而未平仓合约为 9,102。</p><p><b>三、异动观察</b></p><p><b>1、大单观察</b><img src=\"https://static.tigerbbs.com/5e2c55f02cea3ac0eb664cfdf36ee5ee\" tg-width=\"430\" tg-height=\"930\" referrerpolicy=\"no-referrer\"/>(数据来源:老虎国际)</p><p>从罗素 3000指数成分股中的期权交易活动来看,<a href=\"https://laohu8.com/S/MMM\">3M</a>的交易活动值得注意,该公司共交易了 122,139份合约,合约量代表约1220万份标的股(假设每 1份合约代表 100股标的股票)。2022年 9月 16日到期,执行价200美元行权看涨期权的成交量尤其大,今天迄今有5.56万份合约交易,代表 3M的约 556万股标的股票。</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>期权的交易量显示为 325,941份合约。该合约数量代表约 3259万股标的股票。2022年 8月 26日到期的 41.50美元的行使价看跌期权的成交量特别高,有 1.55万份合约交易,代表约 155万股推特的标的股票。</p><p>苹果(AAPL)的期权交易量显示为85.7万份,对于2022年8月26日到期,执行价170美元的看涨期权的成交量特别高。成交了9.83万张合约,约为983万股苹果的标的股票。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>的期权交易量显示为14.7万份,对于2022年8月26日到期,执行价20美元的看涨期权的成交量特别高。成交了1.04万张合约,约为104万股<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的标的股票。</p><p><b>2、值得注意的期权成交</b></p><p>视频会议平台<a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨3.85%,此前财报显示第二季度每股收益为 1.05美元,营收同比增长 7.6%至11亿美元(低于11.2亿美元的市场预期)。Zoom的第二季度企业客户数量同比增长 18%至 204,100。该公司下调全年业绩指引,第三季度每股收益预计为 0.82-0.83美元,收入预计在1.095-1.10美元之间,而市场预期分别为 0.92美元和 1.15亿美元。看涨期权的数量略多于看跌期权,2022年9月 16日85美元的看涨期权是交易量最高的合约(交易量为 17,856)。</p></body></html>","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>期权大单 | 特斯拉拆股在即成交回暖;西方石油看多意愿升温</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\">\n期权大单 | 特斯拉拆股在即成交回暖;西方石油看多意愿升温\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\">2022-08-24 14:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>一、市场概览 (23/08)</b></p><p>美东时间8月23日(周二),美股市场涨跌互现,市场正在消化不佳的经济数据,美国8月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI初值、服务业和综合PMI,这些数据显示美国商业活动放缓。截止收盘,道指跌0.47%,标普跌0.22%,纳指平收。</p><p>期权市场总成交量达27,997,986张合约,较前一交易日有所下降,低于90日平均交易量。其中,看涨期权占比55%。</p><p>标普指数ETF-SPY期权成交4,480,974张合约,环比下降。其中,看涨期权占45.1%。</p><p><b>二、期权成交总量TOP10</b></p><p><img src=\"https://static.tigerbbs.com/61c3703c9869c70e25bcc7eb18faeb1a\" tg-width=\"430\" tg-height=\"930\" referrerpolicy=\"no-referrer\"/>(数据来源:老虎国际)</p><p>股指期权成交量仍居榜首。周二有 457.5万份SPY期权交易。看涨期权占整体期权交易的 44.1%。 2022年8月 24日到期的 412美元行使价看跌期权的成交量特别高,交易量为23.03万份。</p><p>作为最大市值的科技巨头,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>期权成交约86万张,看涨期权超看跌期权。单张期权合约而言,苹果周五到期、执行价 170美元的看涨期权成交9.83万涨, 165美元的看跌期权成交均达 7.7万张。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>期权总成交量91.74万张,环比前一日上涨。2022年8月26日到期的1000美元行使价看涨期权的成交量特别高,交易量为3.35万张。消息面上,8月5日特斯拉表示,在股东同意一拆三的股票分拆计划后,该公司将于8月25日正式开始交易拆分的股票。</p><p>WSB概念股(或散户抱团股)继续下跌。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌8.6%,<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>跌超4.98%。3B家居期权成交量47.89万张,2022年8月26日到期的10美元的看涨期权成交量特别高,交易量为1.56万张。</p><p><a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司出现了一些看涨期权活动(约 4:1高于看跌期权)。前 10大成交量合约中有九个是2022年8月 26日,行使价75美元的看涨期权。该合约的成交量为5.07万张,而未平仓合约为 9,102。</p><p><b>三、异动观察</b></p><p><b>1、大单观察</b><img src=\"https://static.tigerbbs.com/5e2c55f02cea3ac0eb664cfdf36ee5ee\" tg-width=\"430\" tg-height=\"930\" referrerpolicy=\"no-referrer\"/>(数据来源:老虎国际)</p><p>从罗素 3000指数成分股中的期权交易活动来看,<a href=\"https://laohu8.com/S/MMM\">3M</a>的交易活动值得注意,该公司共交易了 122,139份合约,合约量代表约1220万份标的股(假设每 1份合约代表 100股标的股票)。2022年 9月 16日到期,执行价200美元行权看涨期权的成交量尤其大,今天迄今有5.56万份合约交易,代表 3M的约 556万股标的股票。</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>期权的交易量显示为 325,941份合约。该合约数量代表约 3259万股标的股票。2022年 8月 26日到期的 41.50美元的行使价看跌期权的成交量特别高,有 1.55万份合约交易,代表约 155万股推特的标的股票。</p><p>苹果(AAPL)的期权交易量显示为85.7万份,对于2022年8月26日到期,执行价170美元的看涨期权的成交量特别高。成交了9.83万张合约,约为983万股苹果的标的股票。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>的期权交易量显示为14.7万份,对于2022年8月26日到期,执行价20美元的看涨期权的成交量特别高。成交了1.04万张合约,约为104万股<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的标的股票。</p><p><b>2、值得注意的期权成交</b></p><p>视频会议平台<a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨3.85%,此前财报显示第二季度每股收益为 1.05美元,营收同比增长 7.6%至11亿美元(低于11.2亿美元的市场预期)。Zoom的第二季度企业客户数量同比增长 18%至 204,100。该公司下调全年业绩指引,第三季度每股收益预计为 0.82-0.83美元,收入预计在1.095-1.10美元之间,而市场预期分别为 0.92美元和 1.15亿美元。看涨期权的数量略多于看跌期权,2022年9月 16日85美元的看涨期权是交易量最高的合约(交易量为 17,856)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"SPY":"标普500ETF","OXY":"西方石油","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF","BK4511":"特斯拉概念","BK4581":"高盛持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4201":"综合性石油与天然气企业","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4574":"无人驾驶","ZM":"Zoom","BK4551":"寇图资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128962228","content_text":"一、市场概览 (23/08)美东时间8月23日(周二),美股市场涨跌互现,市场正在消化不佳的经济数据,美国8月Markit制造业PMI初值、服务业和综合PMI,这些数据显示美国商业活动放缓。截止收盘,道指跌0.47%,标普跌0.22%,纳指平收。期权市场总成交量达27,997,986张合约,较前一交易日有所下降,低于90日平均交易量。其中,看涨期权占比55%。标普指数ETF-SPY期权成交4,480,974张合约,环比下降。其中,看涨期权占45.1%。二、期权成交总量TOP10(数据来源:老虎国际)股指期权成交量仍居榜首。周二有 457.5万份SPY期权交易。看涨期权占整体期权交易的 44.1%。 2022年8月 24日到期的 412美元行使价看跌期权的成交量特别高,交易量为23.03万份。作为最大市值的科技巨头,苹果期权成交约86万张,看涨期权超看跌期权。单张期权合约而言,苹果周五到期、执行价 170美元的看涨期权成交9.83万涨, 165美元的看跌期权成交均达 7.7万张。特斯拉期权总成交量91.74万张,环比前一日上涨。2022年8月26日到期的1000美元行使价看涨期权的成交量特别高,交易量为3.35万张。消息面上,8月5日特斯拉表示,在股东同意一拆三的股票分拆计划后,该公司将于8月25日正式开始交易拆分的股票。WSB概念股(或散户抱团股)继续下跌。AMC院线跌8.6%,3B家居跌超4.98%。3B家居期权成交量47.89万张,2022年8月26日到期的10美元的看涨期权成交量特别高,交易量为1.56万张。西方石油公司出现了一些看涨期权活动(约 4:1高于看跌期权)。前 10大成交量合约中有九个是2022年8月 26日,行使价75美元的看涨期权。该合约的成交量为5.07万张,而未平仓合约为 9,102。三、异动观察1、大单观察(数据来源:老虎国际)从罗素 3000指数成分股中的期权交易活动来看,3M的交易活动值得注意,该公司共交易了 122,139份合约,合约量代表约1220万份标的股(假设每 1份合约代表 100股标的股票)。2022年 9月 16日到期,执行价200美元行权看涨期权的成交量尤其大,今天迄今有5.56万份合约交易,代表 3M的约 556万股标的股票。Twitter期权的交易量显示为 325,941份合约。该合约数量代表约 3259万股标的股票。2022年 8月 26日到期的 41.50美元的行使价看跌期权的成交量特别高,有 1.55万份合约交易,代表约 155万股推特的标的股票。苹果(AAPL)的期权交易量显示为85.7万份,对于2022年8月26日到期,执行价170美元的看涨期权的成交量特别高。成交了9.83万张合约,约为983万股苹果的标的股票。蔚来的期权交易量显示为14.7万份,对于2022年8月26日到期,执行价20美元的看涨期权的成交量特别高。成交了1.04万张合约,约为104万股蔚来的标的股票。2、值得注意的期权成交视频会议平台Zoom涨3.85%,此前财报显示第二季度每股收益为 1.05美元,营收同比增长 7.6%至11亿美元(低于11.2亿美元的市场预期)。Zoom的第二季度企业客户数量同比增长 18%至 204,100。该公司下调全年业绩指引,第三季度每股收益预计为 0.82-0.83美元,收入预计在1.095-1.10美元之间,而市场预期分别为 0.92美元和 1.15亿美元。看涨期权的数量略多于看跌期权,2022年9月 16日85美元的看涨期权是交易量最高的合约(交易量为 17,856)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687389019,"gmtCreate":1660747214534,"gmtModify":1660768416292,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBBY\">$3B家居(BBBY)$</a>去年参与过,损失惨重,不敢再参与了!","listText":"<a href=\"https://laohu8.com/S/BBBY\">$3B家居(BBBY)$</a>去年参与过,损失惨重,不敢再参与了!","text":"$3B家居(BBBY)$去年参与过,损失惨重,不敢再参与了!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/687389019","isVote":1,"tweetType":1,"viewCount":16130,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566425438126916","authorId":"3566425438126916","name":"你的笑容如此动人哟","avatar":"https://static.tigerbbs.com/814166c0e54c26782c891b69ffaa746e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566425438126916","authorIdStr":"3566425438126916"},"content":"我也是,买了哪个黑莓","text":"我也是,买了哪个黑莓","html":"我也是,买了哪个黑莓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687006371,"gmtCreate":1660633809295,"gmtModify":1660633809295,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"港股不想好了","listText":"港股不想好了","text":"港股不想好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687006371","repostId":"1194262314","repostType":4,"repost":{"id":"1194262314","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":1660631823,"share":"https://www.laohu8.com/m/news/1194262314?lang=&edition=full","pubTime":"2022-08-16 14:37","market":"other","language":"zh","title":"美团市值跌破1万亿港元,腾讯回应出售美团股权传闻:不予置评","url":"https://stock-news.laohu8.com/highlight/detail?id=1194262314","media":"老虎资讯综合","summary":"8月16日,恒生科技指数跌幅扩大至3%,美团-W跌幅持续扩大,现跌近11%,市值跌破1万亿港元。有消息称腾讯计划出售美团240亿美元的全部或者大部分股份。对此,腾讯回应出售美团股权传闻:不予置评。其它","content":"<html><head></head><body><p>8月16日,恒生科技指数跌幅扩大至3%,<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌幅持续扩大,现跌近11%,市值跌破1万亿港元。有消息称<a href=\"https://laohu8.com/S/00700\">腾讯</a>计划出售美团240亿美元的全部或者大部分股份。对此,<a href=\"https://laohu8.com/S/00700\">腾讯</a>回应出售美团股权传闻:不予置评。</p><p>其它科涨股方面:快手、小米集团跌超4%,腾讯跌超2%。</p><p><img src=\"https://static.tigerbbs.com/8cdbc2a5d689908407c9e01f3c306b16\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>美团市值跌破1万亿港元,腾讯回应出售美团股权传闻:不予置评</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\">\n美团市值跌破1万亿港元,腾讯回应出售美团股权传闻:不予置评\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\">2022-08-16 14:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月16日,恒生科技指数跌幅扩大至3%,<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌幅持续扩大,现跌近11%,市值跌破1万亿港元。有消息称<a href=\"https://laohu8.com/S/00700\">腾讯</a>计划出售美团240亿美元的全部或者大部分股份。对此,<a href=\"https://laohu8.com/S/00700\">腾讯</a>回应出售美团股权传闻:不予置评。</p><p>其它科涨股方面:快手、小米集团跌超4%,腾讯跌超2%。</p><p><img src=\"https://static.tigerbbs.com/8cdbc2a5d689908407c9e01f3c306b16\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"BK1608":"元宇宙概念","BK1517":"云办公","BK1502":"双十一","BK1575":"同股不同权","03690":"美团-W","BK1531":"手游股","BK1516":"腾讯概念","BK1589":"北水核心资产","BK1583":"高瓴概念","BK1604":"节假日概念","BK1526":"科网股","QNETCN":"纳斯达克中美互联网老虎指数","BK4077":"互动媒体与服务","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","BK1095":"互动媒体与服务","00700":"腾讯控股","BK1142":"互联网与直销零售","TCEHY":"腾讯控股ADR","BK1591":"就地过年概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194262314","content_text":"8月16日,恒生科技指数跌幅扩大至3%,美团-W跌幅持续扩大,现跌近11%,市值跌破1万亿港元。有消息称腾讯计划出售美团240亿美元的全部或者大部分股份。对此,腾讯回应出售美团股权传闻:不予置评。其它科涨股方面:快手、小米集团跌超4%,腾讯跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684703458,"gmtCreate":1660572757975,"gmtModify":1660572757975,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"有意思","listText":"有意思","text":"有意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684703458","repostId":"684474467","repostType":1,"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684453459,"gmtCreate":1660557628473,"gmtModify":1660557628473,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"应该可以啊","listText":"应该可以啊","text":"应该可以啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684453459","repostId":"1124195451","repostType":2,"repost":{"id":"1124195451","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":1660554084,"share":"https://www.laohu8.com/m/news/1124195451?lang=&edition=full","pubTime":"2022-08-15 17:01","market":"us","language":"zh","title":"理想汽车Q2营收87.33亿,调整后净亏损1.83亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1124195451","media":"老虎资讯综合","summary":"8月15日,理想汽车2022年Q2营收87.33亿元,市场预期77.4亿元,去年同期50.39亿元;净亏损6.18亿元,市场预期净亏损7.24亿元,去年同期净亏损2.35亿元;经调整净亏损1.83亿元","content":"<html><head></head><body><p>8月15日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>2022年Q2营收87.33亿元,市场预期77.4亿元,去年同期50.39亿元;净亏损6.18亿元,市场预期净亏损7.24亿元,去年同期净亏损2.35亿元;经调整净亏损1.83亿元,去年同期经调整净亏损为6510万元;每股亏损0.64元,市场预期每股亏损1.14元,去年同期每股亏损0.26元。</p><p></p><p><img src=\"https://static.tigerbbs.com/a09547412c2db6977fce24322a371317\" tg-width=\"1142\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>2022年第二季度的经营亏损为9.785亿元,较2021年第二季度的5.359亿元增加82.6%,较2022年第一季度的4.131亿元增加136.9%。</p><p>2022年第二季度的车辆销售收入为84.8亿元(12.7亿美元),较2021年第二季度的人民币49.0亿元增加73.0%,较2022年第一季度的93.1亿元减少8.9%。</p><p>2022年第二季度的车辆毛利率为21.2%,而2021年第二季度为18.7%,2022年第一季度为22.4%。</p><p>2022年第二季度的毛利为18.8亿元(2.804亿美元),较2021年第二季度的9.528亿元增加97.1%,较2022年第一季度的21.6亿元减少13.2%。</p><p>2022年第二季度的毛利率为21.5%,而2021年第二季度为18.9%,2022年第一季度为22.6%。</p><p>2022年第二季度的经营现金流量为11.3亿元,较2021年第二季度的14.1亿元减少19.8%,较2022年第一季度的18.3亿元减少38.4%。</p><p>2022年第二季度的自由现金流为4.517亿元,较2021年第二季度的9.821亿元减少54.0%,较2022年第一季度的5.02亿元减少10.0%。</p><p>2022年上半年营收182.95亿元,同比增长112.4%;车辆销售收入为177.9亿元,同比增加112.6%;上半年归属股东净亏损6.29亿元,上年同期亏损5.95亿元;归属股东综合盈利3.44亿元,上年同期综合亏损7.9亿元。</p><p>预计三季度车辆交付量为27,000至29,000辆,较2021年第三季度增长7.5%至15.5%;预计第三季度营收为89.6亿元(13.4亿美元)至95.6亿元(14.3亿美元),较2021年第三季度增长15.3%至22.9%。</p><p>公布财报后,理想汽车盘前跌3.66%。</p><p><img src=\"https://static.tigerbbs.com/22c31dc8d8d299963bed08516b6b8a22\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>","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>理想汽车Q2营收87.33亿,调整后净亏损1.83亿</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; 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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理想汽车Q2营收87.33亿,调整后净亏损1.83亿\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\">2022-08-15 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月15日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>2022年Q2营收87.33亿元,市场预期77.4亿元,去年同期50.39亿元;净亏损6.18亿元,市场预期净亏损7.24亿元,去年同期净亏损2.35亿元;经调整净亏损1.83亿元,去年同期经调整净亏损为6510万元;每股亏损0.64元,市场预期每股亏损1.14元,去年同期每股亏损0.26元。</p><p></p><p><img src=\"https://static.tigerbbs.com/a09547412c2db6977fce24322a371317\" tg-width=\"1142\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>2022年第二季度的经营亏损为9.785亿元,较2021年第二季度的5.359亿元增加82.6%,较2022年第一季度的4.131亿元增加136.9%。</p><p>2022年第二季度的车辆销售收入为84.8亿元(12.7亿美元),较2021年第二季度的人民币49.0亿元增加73.0%,较2022年第一季度的93.1亿元减少8.9%。</p><p>2022年第二季度的车辆毛利率为21.2%,而2021年第二季度为18.7%,2022年第一季度为22.4%。</p><p>2022年第二季度的毛利为18.8亿元(2.804亿美元),较2021年第二季度的9.528亿元增加97.1%,较2022年第一季度的21.6亿元减少13.2%。</p><p>2022年第二季度的毛利率为21.5%,而2021年第二季度为18.9%,2022年第一季度为22.6%。</p><p>2022年第二季度的经营现金流量为11.3亿元,较2021年第二季度的14.1亿元减少19.8%,较2022年第一季度的18.3亿元减少38.4%。</p><p>2022年第二季度的自由现金流为4.517亿元,较2021年第二季度的9.821亿元减少54.0%,较2022年第一季度的5.02亿元减少10.0%。</p><p>2022年上半年营收182.95亿元,同比增长112.4%;车辆销售收入为177.9亿元,同比增加112.6%;上半年归属股东净亏损6.29亿元,上年同期亏损5.95亿元;归属股东综合盈利3.44亿元,上年同期综合亏损7.9亿元。</p><p>预计三季度车辆交付量为27,000至29,000辆,较2021年第三季度增长7.5%至15.5%;预计第三季度营收为89.6亿元(13.4亿美元)至95.6亿元(14.3亿美元),较2021年第三季度增长15.3%至22.9%。</p><p>公布财报后,理想汽车盘前跌3.66%。</p><p><img src=\"https://static.tigerbbs.com/22c31dc8d8d299963bed08516b6b8a22\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"BK4503":"景林资产持仓","BK4563":"昨日强势股","BK4551":"寇图资本持仓","LI":"理想汽车","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 2021年新消费品牌整体遇冷,资本在收缩,新品牌日子并不好过,一些所谓的网红品牌跌下神坛,已经无法持续增长甚至负增长。但另一方面,我们也看到不少新品牌在困境中坚持创新、迭代升级,困境之下,依然有一些新锐品牌取得了亮眼的成绩。并且在消费市场、资本市场,都有极优秀的表现,广受资本的高度认可。7月24日,海豚社第二届“中国好产品·新消费新国货大会”现场,我们为大家揭晓了【新茅·中国最具成长力国货品牌奖】,该奖项获奖品牌皆是目前新消费领域最具有投资价值、绝对增长的品牌。成立时间:2020年7月领奖人:陈香贵区域负责人 汤朋飞获奖理由:面食赛道增速最猛;陈香贵2021年品牌营收3.3亿,同比增速1292%。陈香贵·兰州牛肉面主要聚焦于兰州牛肉面赛道,成功开创兰州牛肉面新品类,是目前整个兰州牛肉面增速迅猛的品牌,且极具有投资价值。2021年7月,陈香贵完成过亿元A轮融资;同年11月,陈香贵完成2亿元A+轮融资;今年2月,陈香贵拿下过亿元B轮融资;至今为止,陈香贵已覆盖9个省份,开了204家门店(数据来源:窄门餐眼,截止今日),并且在2021年品牌营收3.3亿,同比增速1292%,一个成立不足两年的品牌,能创造如此成绩,可以说是面食行业第一品牌。成立时间:2020年12月领奖人:欢乐虎资本创始人宋欢平获奖理由:中式糕点现象级品牌;2021年品牌营收1.9亿元,同比增速700%。近年来,新中式烘焙风潮大起,规模已接近三千亿的超级市场(有报告显示,是现制茶饮市场规模的二倍多),而虎头局","listText":"来源:海豚社*新茅榜<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 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汤朋飞获奖理由:面食赛道增速最猛;陈香贵2021年品牌营收3.3亿,同比增速1292%。陈香贵·兰州牛肉面主要聚焦于兰州牛肉面赛道,成功开创兰州牛肉面新品类,是目前整个兰州牛肉面增速迅猛的品牌,且极具有投资价值。2021年7月,陈香贵完成过亿元A轮融资;同年11月,陈香贵完成2亿元A+轮融资;今年2月,陈香贵拿下过亿元B轮融资;至今为止,陈香贵已覆盖9个省份,开了204家门店(数据来源:窄门餐眼,截止今日),并且在2021年品牌营收3.3亿,同比增速1292%,一个成立不足两年的品牌,能创造如此成绩,可以说是面食行业第一品牌。成立时间:2020年12月领奖人:欢乐虎资本创始人宋欢平获奖理由:中式糕点现象级品牌;2021年品牌营收1.9亿元,同比增速700%。近年来,新中式烘焙风潮大起,规模已接近三千亿的超级市场(有报告显示,是现制茶饮市场规模的二倍多),而虎头局","images":[{"img":"https://static.tigerbbs.com/dfa0c0c6588fb1fdb0545b9e0bcc4f90","width":"632","height":"530"},{"img":"https://static.tigerbbs.com/8a670c5efd6064f9192f8f077b408057","width":"632","height":"422"},{"img":"https://static.tigerbbs.com/1959ce9804b31bf21ad188b61a601187","width":"632","height":"183"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684620423","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":687389019,"gmtCreate":1660747214534,"gmtModify":1660768416292,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBBY\">$3B家居(BBBY)$</a>去年参与过,损失惨重,不敢再参与了!","listText":"<a href=\"https://laohu8.com/S/BBBY\">$3B家居(BBBY)$</a>去年参与过,损失惨重,不敢再参与了!","text":"$3B家居(BBBY)$去年参与过,损失惨重,不敢再参与了!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/687389019","isVote":1,"tweetType":1,"viewCount":16130,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566425438126916","authorId":"3566425438126916","name":"你的笑容如此动人哟","avatar":"https://static.tigerbbs.com/814166c0e54c26782c891b69ffaa746e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566425438126916","authorIdStr":"3566425438126916"},"content":"我也是,买了哪个黑莓","text":"我也是,买了哪个黑莓","html":"我也是,买了哪个黑莓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394207895,"gmtCreate":1608032384517,"gmtModify":1703850738534,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"坚定持有理想汽车","listText":"坚定持有理想汽车","text":"坚定持有理想汽车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/394207895","isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567745710908979","authorId":"3567745710908979","name":"鵬程万里","avatar":"https://static.tigerbbs.com/f01b5d36245972a119a8669518fe9768","crmLevel":1,"crmLevelSwitch":0,"idStr":"3567745710908979","authorIdStr":"3567745710908979"},"content":"一万股理想 放着不动了 明年五一见","text":"一万股理想 放着不动了 明年五一见","html":"一万股理想 放着不动了 明年五一见"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857084989,"gmtCreate":1635495332640,"gmtModify":1635495332640,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:汽车不同于手机,汽车可以是万国牌的,所以特斯拉不太可能像苹果手机那样一统天下,就看特斯拉在中国增长瓶颈什么时候到","listText":"//<a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:汽车不同于手机,汽车可以是万国牌的,所以特斯拉不太可能像苹果手机那样一统天下,就看特斯拉在中国增长瓶颈什么时候到","text":"//@老当益壮铁树开花:汽车不同于手机,汽车可以是万国牌的,所以特斯拉不太可能像苹果手机那样一统天下,就看特斯拉在中国增长瓶颈什么时候到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/857084989","repostId":"1162333070","repostType":4,"repost":{"id":"1162333070","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":1635483028,"share":"https://www.laohu8.com/m/news/1162333070?lang=&edition=full","pubTime":"2021-10-29 12:50","market":"us","language":"zh","title":"传特斯拉向宁德时代预订电池,预示明年销量有望大增","url":"https://stock-news.laohu8.com/highlight/detail?id=1162333070","media":"老虎资讯综合","summary":"除了向宁德时代预订45GWh电池,特斯拉还计划追加订单,“双方已经在洽谈中”。","content":"<p>周五午间消息,从多位知情人士处获悉,为明年的销售做准备,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已经向中国动力电池龙头企业<a href=\"https://laohu8.com/S/300750\">宁德时代</a>预订45GWh磷酸铁锂电池,主要用于Model 3和Model Y车型。</p>\n<p>根据特斯拉官方信息,搭载磷酸铁锂电池的Model 3和Model Y均为标准续航版本,前者电池容量为55度(kWh),后者为60度。以此初步计算,45GWh的电池订单,将对应近80万辆汽车。这已经超越特斯拉今年前三季度全球总销量,截至今年三季度,特斯拉全球销售62.735万辆汽车。</p>\n<p>消息人士透露,除了向宁德时代预订45GWh电池,特斯拉还计划追加订单,“双方已经在洽谈中”。</p>\n<p><img src=\"https://static.tigerbbs.com/26e12c082e29691e4d318afbc59e8591\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>传特斯拉向宁德时代预订电池,预示明年销量有望大增</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传特斯拉向宁德时代预订电池,预示明年销量有望大增\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\">2021-10-29 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五午间消息,从多位知情人士处获悉,为明年的销售做准备,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已经向中国动力电池龙头企业<a href=\"https://laohu8.com/S/300750\">宁德时代</a>预订45GWh磷酸铁锂电池,主要用于Model 3和Model Y车型。</p>\n<p>根据特斯拉官方信息,搭载磷酸铁锂电池的Model 3和Model Y均为标准续航版本,前者电池容量为55度(kWh),后者为60度。以此初步计算,45GWh的电池订单,将对应近80万辆汽车。这已经超越特斯拉今年前三季度全球总销量,截至今年三季度,特斯拉全球销售62.735万辆汽车。</p>\n<p>消息人士透露,除了向宁德时代预订45GWh电池,特斯拉还计划追加订单,“双方已经在洽谈中”。</p>\n<p><img src=\"https://static.tigerbbs.com/26e12c082e29691e4d318afbc59e8591\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/896ef397778f0b24bb88f023053f86de","relate_stocks":{"300750":"宁德时代","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162333070","content_text":"周五午间消息,从多位知情人士处获悉,为明年的销售做准备,特斯拉已经向中国动力电池龙头企业宁德时代预订45GWh磷酸铁锂电池,主要用于Model 3和Model Y车型。\n根据特斯拉官方信息,搭载磷酸铁锂电池的Model 3和Model Y均为标准续航版本,前者电池容量为55度(kWh),后者为60度。以此初步计算,45GWh的电池订单,将对应近80万辆汽车。这已经超越特斯拉今年前三季度全球总销量,截至今年三季度,特斯拉全球销售62.735万辆汽车。\n消息人士透露,除了向宁德时代预订45GWh电池,特斯拉还计划追加订单,“双方已经在洽谈中”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503886143498202","authorId":"3503886143498202","name":"kabuda","avatar":"https://static.tigerbbs.com/4b82a0dbdcd4b533b3a24b941b610920","crmLevel":7,"crmLevelSwitch":1,"idStr":"3503886143498202","authorIdStr":"3503886143498202"},"content":"自动驾驶 就看谁成功","text":"自动驾驶 就看谁成功","html":"自动驾驶 就看谁成功"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335403258,"gmtCreate":1610633767474,"gmtModify":1703745773303,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KUKE\">$库客音乐(KUKE)$</a>想再补点","listText":"<a href=\"https://laohu8.com/S/KUKE\">$库客音乐(KUKE)$</a>想再补点","text":"$库客音乐(KUKE)$想再补点","images":[{"img":"https://static.tigerbbs.com/7cb92d319056f70411d4155d0f427c24","width":"960","height":"1664"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/335403258","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895380281,"gmtCreate":1628724340343,"gmtModify":1628724340343,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"那么明年总可以转亏为盈了吧","listText":"那么明年总可以转亏为盈了吧","text":"那么明年总可以转亏为盈了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/895380281","repostId":"1191073375","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500027569244992","authorId":"3500027569244992","name":"西虹市_王多鱼","avatar":"https://static.tigerbbs.com/77300db14d2be611d00132ae07b91b02","crmLevel":2,"crmLevelSwitch":0,"idStr":"3500027569244992","authorIdStr":"3500027569244992"},"content":"只要换电站在快速扩张,暂时就不会盈利","text":"只要换电站在快速扩张,暂时就不会盈利","html":"只要换电站在快速扩张,暂时就不会盈利"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872964020,"gmtCreate":1637397436229,"gmtModify":1637397436229,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"又增发了","listText":"又增发了","text":"又增发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872964020","repostId":"1180301738","repostType":4,"repost":{"id":"1180301738","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":1637389383,"share":"https://www.laohu8.com/m/news/1180301738?lang=&edition=full","pubTime":"2021-11-20 14:23","market":"sh","language":"zh","title":"蔚来宣布完成美国存托股票的市场发售,筹集20亿美元融资","url":"https://stock-news.laohu8.com/highlight/detail?id=1180301738","media":"老虎资讯综合","summary":"11月20日讯,蔚来宣布已经完成了美国存托股票(ADS)在市场上的发行,每股相当于公司一股A类普通股。通过在市场上发售,该公司出售了53,292,401 ADS,筹集了20亿美元的融资,扣除了支付给分销代理的大约2600万美元的佣金和某些发售费用。该公司目前计划将在市场上发售的净收益用于进一步加强其资产负债表,以及用于一般企业用途。原文链接","content":"<p>11月20日讯,蔚来宣布已经完成了美国存托股票(ADS)在市场上的发行,每股相当于公司一股A类普通股。通过在市场上发售,该公司出售了53,292,401 ADS,筹集了20亿美元的融资,扣除了支付给分销代理的大约2600万美元的佣金和某些发售费用。该公司目前计划将在市场上发售的净收益用于进一步加强其资产负债表,以及用于一般企业用途。<a href=\"https://ir.nio.com/news-events/news-releases/news-release-details/nio-inc-announces-completion-market-offering\" target=\"_blank\">原文链接</a><img src=\"https://static.tigerbbs.com/b06f8a61fc547d436b4255a6e2b5b4d3\" tg-width=\"1774\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></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>蔚来宣布完成美国存托股票的市场发售,筹集20亿美元融资</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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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蔚来宣布完成美国存托股票的市场发售,筹集20亿美元融资\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\">2021-11-20 14:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月20日讯,蔚来宣布已经完成了美国存托股票(ADS)在市场上的发行,每股相当于公司一股A类普通股。通过在市场上发售,该公司出售了53,292,401 ADS,筹集了20亿美元的融资,扣除了支付给分销代理的大约2600万美元的佣金和某些发售费用。该公司目前计划将在市场上发售的净收益用于进一步加强其资产负债表,以及用于一般企业用途。<a href=\"https://ir.nio.com/news-events/news-releases/news-release-details/nio-inc-announces-completion-market-offering\" target=\"_blank\">原文链接</a><img src=\"https://static.tigerbbs.com/b06f8a61fc547d436b4255a6e2b5b4d3\" tg-width=\"1774\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180301738","content_text":"11月20日讯,蔚来宣布已经完成了美国存托股票(ADS)在市场上的发行,每股相当于公司一股A类普通股。通过在市场上发售,该公司出售了53,292,401 ADS,筹集了20亿美元的融资,扣除了支付给分销代理的大约2600万美元的佣金和某些发售费用。该公司目前计划将在市场上发售的净收益用于进一步加强其资产负债表,以及用于一般企业用途。原文链接","news_type":1},"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115467091,"gmtCreate":1623027723413,"gmtModify":1623027723413,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"有点危险了","listText":"有点危险了","text":"有点危险了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/115467091","repostId":"1194540493","repostType":4,"repost":{"id":"1194540493","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":1623027652,"share":"https://www.laohu8.com/m/news/1194540493?lang=&edition=full","pubTime":"2021-06-07 09:00","market":"fut","language":"zh","title":"富时中国A50指数期货开盘涨0.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194540493","media":"老虎资讯综合","summary":"6月7日,富时中国A50指数期货在上一交易日夜盘收涨0.55%的基础上低开,现涨0.45%。国内商品期货早盘开盘,玻璃涨超2%,焦煤、沪金等涨超1%,豆一、棉纱等小幅上涨;PP、焦炭等跌超1%,热卷、","content":"<p>6月7日,富时中国A50指数期货在上一交易日夜盘收涨0.55%的基础上低开,现涨0.45%。</p><p>国内商品期货早盘开盘,玻璃涨超2%,焦煤、沪金等涨超1%,豆一、棉纱等小幅上涨;PP、焦炭等跌超1%,热卷、棕榈等小幅下跌。</p><p>日韩股市今日高开,日经225指数现涨幅为0.34%,报29041点;;韩国KOSPI指数现涨幅为0.05%,报3241.67点。</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>富时中国A50指数期货开盘涨0.45%</title>\n<style 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09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月7日,富时中国A50指数期货在上一交易日夜盘收涨0.55%的基础上低开,现涨0.45%。</p><p>国内商品期货早盘开盘,玻璃涨超2%,焦煤、沪金等涨超1%,豆一、棉纱等小幅上涨;PP、焦炭等跌超1%,热卷、棕榈等小幅下跌。</p><p>日韩股市今日高开,日经225指数现涨幅为0.34%,报29041点;;韩国KOSPI指数现涨幅为0.05%,报3241.67点。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194540493","content_text":"6月7日,富时中国A50指数期货在上一交易日夜盘收涨0.55%的基础上低开,现涨0.45%。国内商品期货早盘开盘,玻璃涨超2%,焦煤、沪金等涨超1%,豆一、棉纱等小幅上涨;PP、焦炭等跌超1%,热卷、棕榈等小幅下跌。日韩股市今日高开,日经225指数现涨幅为0.34%,报29041点;;韩国KOSPI指数现涨幅为0.05%,报3241.67点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354066227110120,"gmtCreate":1727449999797,"gmtModify":1727450001309,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 如果现在买入就是赌博,风险有点大","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 如果现在买入就是赌博,风险有点大","text":"$超微电脑(SMCI)$ 如果现在买入就是赌博,风险有点大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354066227110120","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186212412654842","authorId":"4186212412654842","name":"quincy27","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4186212412654842","authorIdStr":"4186212412654842"},"content":"主要还是看财务造假的真实影响。","text":"主要还是看财务造假的真实影响。","html":"主要还是看财务造假的真实影响。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142692147,"gmtCreate":1626144399289,"gmtModify":1626144399289,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"斗鱼和虎牙没前途了吗","listText":"斗鱼和虎牙没前途了吗","text":"斗鱼和虎牙没前途了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142692147","repostId":"1166626096","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349291750,"gmtCreate":1617613518270,"gmtModify":1617613518270,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"li能不能也蹭个热度","listText":"li能不能也蹭个热度","text":"li能不能也蹭个热度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/349291750","repostId":"1147625614","repostType":4,"repost":{"id":"1147625614","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":1617612539,"share":"https://www.laohu8.com/m/news/1147625614?lang=&edition=full","pubTime":"2021-04-05 16:48","market":"us","language":"zh","title":"盘前异动:Q1交付量提振!新能源汽车股走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1147625614","media":"老虎资讯综合","summary":"$特斯拉$盘前涨超6%,盘前股价涨超700美元新能源汽车板块盘前普涨,$蔚来$、理想、小鹏均涨超2%区块链板块盘前走弱,$中网载线$跌近6%Archegos爆仓概念股盘前小幅走高,$爱奇艺$涨2%Invitae Corp盘前涨超9%,软银将牵头向公司投资12亿美元。4月5日,美国三大股指期货震荡走高,截至发稿,道指期货微涨0.6%;标普500指数期货涨0.47%;纳斯达克100指数期货涨0.31%。Archegos爆仓概念股盘前小幅走高,爱奇艺涨2%,$跟谁学$涨近2%,探索频道A涨近1%,VIACOMCBS涨0.58%。","content":"<blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超6%,盘前股价涨超700美元</blockquote><blockquote>新能源汽车板块盘前普涨,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏均涨超2%</blockquote><blockquote>区块链板块盘前走弱,<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌近6%</blockquote><blockquote>Archegos爆仓概念股盘前小幅走高,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨2%</blockquote><blockquote>Invitae Corp盘前涨超9%,软银将牵头向公司投资12亿美元</blockquote><p>4月5日,美国三大股指期货震荡走高,截至发稿,道指期货微涨0.6%;标普500指数期货涨0.47%;纳斯达克100指数期货涨0.31%。</p><p><img src=\"https://static.tigerbbs.com/fd598903435604089e187bd089a4762a\" tg-width=\"478\" tg-height=\"191\" referrerpolicy=\"no-referrer\"></p><p>新能源汽车板块盘前普涨,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超6%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均涨超2%。</p><p>区块链板块盘前走弱,<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌近6%,Riot Blockchain、Marathon Digital、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超3%,<a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超2%。</p><p>Archegos爆仓概念股盘前小幅走高,爱奇艺涨2%,<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>涨近2%,探索频道A涨近1%,VIACOMCBS涨0.58%。</p><p>Invitae Corp盘前涨超9%,软银将牵头向公司投资12亿美元。</p><p><img src=\"https://static.tigerbbs.com/6b499d3d3be30fb75387594c478fb832\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></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>盘前异动:Q1交付量提振!新能源汽车股走强</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; 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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盘前异动:Q1交付量提振!新能源汽车股走强\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\">2021-04-05 16:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超6%,盘前股价涨超700美元</blockquote><blockquote>新能源汽车板块盘前普涨,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏均涨超2%</blockquote><blockquote>区块链板块盘前走弱,<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌近6%</blockquote><blockquote>Archegos爆仓概念股盘前小幅走高,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨2%</blockquote><blockquote>Invitae Corp盘前涨超9%,软银将牵头向公司投资12亿美元</blockquote><p>4月5日,美国三大股指期货震荡走高,截至发稿,道指期货微涨0.6%;标普500指数期货涨0.47%;纳斯达克100指数期货涨0.31%。</p><p><img src=\"https://static.tigerbbs.com/fd598903435604089e187bd089a4762a\" tg-width=\"478\" tg-height=\"191\" referrerpolicy=\"no-referrer\"></p><p>新能源汽车板块盘前普涨,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超6%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均涨超2%。</p><p>区块链板块盘前走弱,<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌近6%,Riot Blockchain、Marathon Digital、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超3%,<a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超2%。</p><p>Archegos爆仓概念股盘前小幅走高,爱奇艺涨2%,<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>涨近2%,探索频道A涨近1%,VIACOMCBS涨0.58%。</p><p>Invitae Corp盘前涨超9%,软银将牵头向公司投资12亿美元。</p><p><img src=\"https://static.tigerbbs.com/6b499d3d3be30fb75387594c478fb832\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","LI":"理想汽车","NIO":"蔚来",".SPX":"S&P 500 Index","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147625614","content_text":"特斯拉盘前涨超6%,盘前股价涨超700美元新能源汽车板块盘前普涨,蔚来、理想、小鹏均涨超2%区块链板块盘前走弱,中网载线跌近6%Archegos爆仓概念股盘前小幅走高,爱奇艺涨2%Invitae Corp盘前涨超9%,软银将牵头向公司投资12亿美元4月5日,美国三大股指期货震荡走高,截至发稿,道指期货微涨0.6%;标普500指数期货涨0.47%;纳斯达克100指数期货涨0.31%。新能源汽车板块盘前普涨,特斯拉盘前涨超6%,蔚来、理想汽车、小鹏汽车均涨超2%。区块链板块盘前走弱,中网载线跌近6%,Riot Blockchain、Marathon Digital、第九城市、嘉楠科技跌超3%,迅雷跌超2%。Archegos爆仓概念股盘前小幅走高,爱奇艺涨2%,跟谁学涨近2%,探索频道A涨近1%,VIACOMCBS涨0.58%。Invitae Corp盘前涨超9%,软银将牵头向公司投资12亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630575299,"gmtCreate":1643005830134,"gmtModify":1643005830134,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"应该会止跌回升了","listText":"应该会止跌回升了","text":"应该会止跌回升了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630575299","repostId":"2205073536","repostType":4,"repost":{"id":"2205073536","kind":"highlight","pubTimestamp":1642990901,"share":"https://www.laohu8.com/m/news/2205073536?lang=&edition=full","pubTime":"2022-01-24 10:21","market":"us","language":"zh","title":"如果标普再现超10%下跌,联储还会服软吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2205073536","media":"格隆汇","summary":"近期美股大跌将对美联储政策产生怎样的影响?","content":"<html><head></head><body><blockquote><b>摘要: </b><b>兴业证券表示,2022年以来,标普回撤幅度已接近8%。如若出现超10%回撤,美国需求会随之转弱,联储“向市场低头”。</b></blockquote><p><b>2022年以来,美国股债双杀:标普500指数跌幅近8%,纳斯达克跌幅超12%,10年期美债利率较年初一度上行超过35bp。对此我们的看法:</b></p><p><b>2009年后,联储收紧引发美股的大幅回撤,幅度分别为15%、17%、13%。</b>金融危机后,标普500多次因为联储转鹰出现大幅、快速的下跌。</p><p>2010年4月联储结束QE1,标普在约两个半月内下跌15%;</p><p>2011年6月联储结束QE2,标普在约两周内下跌17%;</p><p>2018年12月联储加息指引超预期鹰派,标普在约20天内下跌13%.</p><p><b>美股超10%的回撤后,美国需求也随之转弱,联储“向市场低头”。</b></p><p>2010年4月,联储退出叠加财政对地产的支持政策退出,股价和房价二次下跌并拖累消费,联储于2010年6月转鸽、8月开启QE2;</p><p>2011年6月,联储退出后,欧债危机再次发酵、市场担忧美国财政悬崖、美债降级,联储于2011年8月调整对经济的判断、9月宣布OT;</p><p>2018年底美股波动拖累居民消费,联储于2019年1月删除了加息的前瞻指引、3月宣布结束缩表、8月启动降息周期。</p><p><b>2022年以来,美国市场担忧联储超预期收紧,标普回撤幅度已接近8%。</b>2021年12月以来,出于高通胀压力,联储连续释放鹰派信号。近期,地缘政治因素推升油价加剧通胀担忧,市场一度押注3月FOMC会议加息50bp。虽然美国12月零售数据、1月纽约制造业数据显著低于预期,但随着联储将重心转向通胀,美债近期似乎对需求走弱不太敏感。美债利率的快速上行也使得纳斯达克在内的成长股明显回调。</p><p><b>考虑到市场调整或给经济带来负反馈,本次联储“认怂”的概率也在上升。</b>我们此前持续提示(详参《缝缝补补又一年》),危机后(尤其是疫情以来)美国居民消费和政府支出对股债市场的依赖快速加深。这意味着,美股大幅回调将直接影响居民收入和消费倾向,进而可能拖累消费;美债利率的冲杀也将进一步推升美国政府当前巨大的付息能力;考虑到疫后联储持有美债占比快速升至20%,联储缩表也会给美国财政部融资带来压力。这使得联储此前的操作一直 “覆水难收”。从这个角度而言,近期美国股债双杀,已开始挤压联储鹰派的空间,这意味着联储“认怂”的压力也在上升。</p><p><img src=\"https://static.tigerbbs.com/2fac922a9b491d74edf136b6af8b14a1\" tg-width=\"1080\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>风险提示:美联储货币政策超预期收紧,全球市场超预期波动。</b></p><p><b>正文</b></p><p><img src=\"https://static.tigerbbs.com/a34770bfaae765f1d5a18d891aa56909\" tg-width=\"1080\" tg-height=\"505\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/406a58576b735efb2f1addf53fa2239a\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/0b77299a7d8f8921c3e21fd15981b2b8\" tg-width=\"1080\" tg-height=\"516\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/f10c7f779e1309373055f877835135cb\" tg-width=\"1080\" tg-height=\"707\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/04ce2ab6dff8a0f2b72c3034573b1e88\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/5243c0f6fe584892de27ffba77bef27a\" tg-width=\"1080\" tg-height=\"553\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/457b35504bac351c0161a982a8ebfbce\" tg-width=\"1080\" tg-height=\"548\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/527c0879454a64858c985e2150c4904a\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/c27375bd833f15c2d087903be9120f8b\" tg-width=\"1080\" tg-height=\"543\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/e528d15e19caf3071286942d371a7a23\" tg-width=\"1080\" tg-height=\"448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/2a4d0b7ab3442f0bbf8ea8e84965094d\" tg-width=\"1080\" tg-height=\"610\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>风险提示:美联储货币政策超预期收紧,全球市场超预期波动。</b></p></body></html>","source":"gelonghui_highlight","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>如果标普再现超10%下跌,联储还会服软吗?</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如果标普再现超10%下跌,联储还会服软吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 10:21 北京时间 <a href=http://www.gelonghui.com/p/507250><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要: 兴业证券表示,2022年以来,标普回撤幅度已接近8%。如若出现超10%回撤,美国需求会随之转弱,联储“向市场低头”。2022年以来,美国股债双杀:标普500指数跌幅近8%,纳斯达克跌幅超12%,10年期美债利率较年初一度上行超过35bp。对此我们的看法:2009年后,联储收紧引发美股的大幅回撤,幅度分别为15%、17%、13%。金融危机后,标普500多次因为联储转鹰出现大幅、快速的下跌。...</p>\n\n<a href=\"http://www.gelonghui.com/p/507250\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://www.gelonghui.com/p/507250","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2205073536","content_text":"摘要: 兴业证券表示,2022年以来,标普回撤幅度已接近8%。如若出现超10%回撤,美国需求会随之转弱,联储“向市场低头”。2022年以来,美国股债双杀:标普500指数跌幅近8%,纳斯达克跌幅超12%,10年期美债利率较年初一度上行超过35bp。对此我们的看法:2009年后,联储收紧引发美股的大幅回撤,幅度分别为15%、17%、13%。金融危机后,标普500多次因为联储转鹰出现大幅、快速的下跌。2010年4月联储结束QE1,标普在约两个半月内下跌15%;2011年6月联储结束QE2,标普在约两周内下跌17%;2018年12月联储加息指引超预期鹰派,标普在约20天内下跌13%.美股超10%的回撤后,美国需求也随之转弱,联储“向市场低头”。2010年4月,联储退出叠加财政对地产的支持政策退出,股价和房价二次下跌并拖累消费,联储于2010年6月转鸽、8月开启QE2;2011年6月,联储退出后,欧债危机再次发酵、市场担忧美国财政悬崖、美债降级,联储于2011年8月调整对经济的判断、9月宣布OT;2018年底美股波动拖累居民消费,联储于2019年1月删除了加息的前瞻指引、3月宣布结束缩表、8月启动降息周期。2022年以来,美国市场担忧联储超预期收紧,标普回撤幅度已接近8%。2021年12月以来,出于高通胀压力,联储连续释放鹰派信号。近期,地缘政治因素推升油价加剧通胀担忧,市场一度押注3月FOMC会议加息50bp。虽然美国12月零售数据、1月纽约制造业数据显著低于预期,但随着联储将重心转向通胀,美债近期似乎对需求走弱不太敏感。美债利率的快速上行也使得纳斯达克在内的成长股明显回调。考虑到市场调整或给经济带来负反馈,本次联储“认怂”的概率也在上升。我们此前持续提示(详参《缝缝补补又一年》),危机后(尤其是疫情以来)美国居民消费和政府支出对股债市场的依赖快速加深。这意味着,美股大幅回调将直接影响居民收入和消费倾向,进而可能拖累消费;美债利率的冲杀也将进一步推升美国政府当前巨大的付息能力;考虑到疫后联储持有美债占比快速升至20%,联储缩表也会给美国财政部融资带来压力。这使得联储此前的操作一直 “覆水难收”。从这个角度而言,近期美国股债双杀,已开始挤压联储鹰派的空间,这意味着联储“认怂”的压力也在上升。风险提示:美联储货币政策超预期收紧,全球市场超预期波动。正文风险提示:美联储货币政策超预期收紧,全球市场超预期波动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693149125,"gmtCreate":1639991657015,"gmtModify":1639991657015,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"谈了这个又那个","listText":"谈了这个又那个","text":"谈了这个又那个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693149125","repostId":"1134219805","repostType":2,"repost":{"id":"1134219805","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":1639991374,"share":"https://www.laohu8.com/m/news/1134219805?lang=&edition=full","pubTime":"2021-12-20 17:09","market":"us","language":"zh","title":"热门中概股盘前下挫,知乎大跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134219805","media":"老虎资讯综合","summary":"12月20日,热门中概股盘前下挫,知乎大跌超10%,此前被北京市网信办依法约谈处罚;雾芯科技跌超6%,哔哩哔哩跌超5%,阿里巴巴、拼多多、京东跌超4%","content":"<p>12月20日,热门中概股盘前下挫,<a href=\"https://laohu8.com/S/ZH\">知乎</a>大跌超10%,此前被北京市网信办依法约谈处罚;雾芯科技跌超6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超4%</p>\n<p><img src=\"https://static.tigerbbs.com/325b307d58792ded793309e8048af235\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></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\" 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17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月20日,热门中概股盘前下挫,<a href=\"https://laohu8.com/S/ZH\">知乎</a>大跌超10%,此前被北京市网信办依法约谈处罚;雾芯科技跌超6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超4%</p>\n<p><img src=\"https://static.tigerbbs.com/325b307d58792ded793309e8048af235\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{"BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4538":"云计算","BK4503":"景林资产持仓","BILI":"哔哩哔哩","BK4505":"高瓴资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4510":"在线教育","BK4504":"桥水持仓","BABA":"阿里巴巴","BK4565":"NFT概念","BK4539":"次新股","ZH":"知乎","BK4553":"喜马拉雅资本持仓","09988":"阿里巴巴-W","TTTN":"老虎中美互联网巨头ETF","BK4558":"双十一","BK4509":"腾讯概念","BK4524":"宅经济概念","PDD":"拼多多","BK4535":"淡马锡持仓","BK4527":"明星科技股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134219805","content_text":"12月20日,热门中概股盘前下挫,知乎大跌超10%,此前被北京市网信办依法约谈处罚;雾芯科技跌超6%,哔哩哔哩跌超5%,阿里巴巴、拼多多、京东跌超4%","news_type":1},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167885783,"gmtCreate":1624259053742,"gmtModify":1624261173030,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"政府打压比特币和大宗","listText":"政府打压比特币和大宗","text":"政府打压比特币和大宗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/167885783","repostId":"1140366799","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332792254,"gmtCreate":1610462739278,"gmtModify":1703744509701,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"<a 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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全国人大常委会授权国务院在部分地区开展房地产税改革试点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 17:24 北京时间 <a href=https://xhpfmapi.xinhuaxmt.com/vh512/share/10338875?channel=weixin><strong>新华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华社10月23日消息,2021年10月23日第十三届全国人民代表大会常务委员会第三十一次会议通过,全国人民代表大会常务委员会关于授权国务院在部分地区开展房地产税改革试点工作的决定。\n为积极稳妥推进房地产税立法与改革,引导住房合理消费和土地资源节约集约利用,促进房地产市场平稳健康发展,第十三届全国人民代表大会常务委员会第三十一次会议决定:授权国务院在部分地区开展房地产税改革试点工作。\n一、试点地区...</p>\n\n<a href=\"https://xhpfmapi.xinhuaxmt.com/vh512/share/10338875?channel=weixin\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cc3d0abc6c51a81d876d53b01b552edb","relate_stocks":{},"source_url":"https://xhpfmapi.xinhuaxmt.com/vh512/share/10338875?channel=weixin","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178767641","content_text":"新华社10月23日消息,2021年10月23日第十三届全国人民代表大会常务委员会第三十一次会议通过,全国人民代表大会常务委员会关于授权国务院在部分地区开展房地产税改革试点工作的决定。\n为积极稳妥推进房地产税立法与改革,引导住房合理消费和土地资源节约集约利用,促进房地产市场平稳健康发展,第十三届全国人民代表大会常务委员会第三十一次会议决定:授权国务院在部分地区开展房地产税改革试点工作。\n一、试点地区的房地产税征税对象为居住用和非居住用等各类房地产,不包括依法拥有的农村宅基地及其上住宅。土地使用权人、房屋所有权人为房地产税的纳税人。非居住用房地产继续按照《中华人民共和国房产税暂行条例》、《中华人民共和国城镇土地使用税暂行条例》执行。\n二、国务院制定房地产税试点具体办法,试点地区人民政府制定具体实施细则。国务院及其有关部门、试点地区人民政府应当构建科学可行的征收管理模式和程序。\n三、国务院按照积极稳妥的原则,统筹考虑深化试点与统一立法、促进房地产市场平稳健康发展等情况确定试点地区,报全国人民代表大会常务委员会备案。\n本决定授权的试点期限为五年,自国务院试点办法印发之日起算。试点过程中,国务院应当及时总结试点经验,在授权期限届满的六个月以前,向全国人民代表大会常务委员会报告试点情况,需要继续授权的,可以提出相关意见,由全国人民代表大会常务委员会决定。条件成熟时,及时制定法律。\n本决定自公布之日起施行,试点实施启动时间由国务院确定。\n财政部、税务总局有关负责人就全国人大常委会授权国务院在部分地区开展房地产税改革试点工作答记者问\n2021年10月23日,第十三届全国人民代表大会常务委员会第三十一次会议作出决定,授权国务院在部分地区开展房地产税改革试点工作。新华社记者采访了财政部、税务总局有关负责人。有关负责人表示,财政部、税务总局将依照全国人大常委会的授权,起草房地产税试点办法(草案),按程序做好试点各项准备工作。\n今年,房地产税多次被提及。\n2021年3月,我国“十四五”规划正式发布,在房地产相关内容中提到要“推进房地产税立法,健全地方税体系,逐步扩大地方税政管理权”;4月,财政部税政司司长王建凡表示,积极稳妥推进房地产税立法和改革。\n5月,财政部等四部门负责人在京召开房地产税改革试点工作座谈会,听取部分城市负责人及部分专家学者对房地产税改革试点工作的意见。\n中信证券此前发布研报称,出台房地产税是大势所趋,预计房地产税将主要针对房价上涨过快的区域试点推广。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087733180553840","authorId":"4087733180553840","name":"地球报道","avatar":"https://static.tigerbbs.com/59618681325fc7e32eaf634473c6b682","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087733180553840","authorIdStr":"4087733180553840"},"content":"顶层设计慢涨不跌,用房产税补充土地转让金收入缺口","text":"顶层设计慢涨不跌,用房产税补充土地转让金收入缺口","html":"顶层设计慢涨不跌,用房产税补充土地转让金收入缺口"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}