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默静
2020-11-05
这篇文章不错,转发给大家看
@FinMelon:浅析蚂蚁是如何缔造2.1万亿的金融帝国
默静
2021-01-27
$游戏驿站(GME)$
咳咳🥤
默静
2021-02-09
这篇文章不错,转发给大家看
@漫投资:看【ArkInvest Big Ideas 2021】里有哪些投资机会
默静
2021-01-04
阿弥陀佛🙏
默静
2020-12-26
阿弥陀佛🙏
默静
2020-12-24
阿弥陀佛🙏
默静
2020-12-22
阿弥陀佛🙏
默静
2020-12-18
阿弥陀佛🙏
默静
2020-12-17
阿弥陀佛🙏
默静
2020-12-12
阿弥陀佛阿弥陀佛
默静
2020-12-11
阿弥陀佛阿弥陀佛🙏
默静
2020-12-07
阿弥陀佛🙏
默静
2020-12-03
阿弥陀佛🙏
默静
2020-11-17
阿弥陀佛🙏
默静
2020-11-13
阿弥陀佛🙏
默静
2020-11-12
阿弥陀佛🙏
默静
2020-11-05
这篇文章不错,转发给大家看
@价值投资为王:扒掉科技外衣,蚂蚁集团就是一家用金融手段收割流量的巨兽!
默静
2020-11-05
这篇文章不错,转发给大家看
@易简财经:刚刚,diss金融系统的马云,被回怼了!
默静
2020-11-05
这篇文章不错,转发给大家看
@小斯新报道:蚂蚁集团中签概率猜测表
默静
2020-11-05
这篇文章不错,转发给大家看
@FinMelon:港股IPO的镰刀,一把又一把:荣昌生物,人间不值得!
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Learning产业是正当时,相关企业总市值总和在未来15-20年可以增加30万亿美刀行业成熟度 🌟🌟🌟行业成长空间 🌟🌟🌟 🌟投资标的匹配度:Tesla 🌟🌟🌟🌟🌟Google 🌟🌟🌟🌟Amazon 🌟🌟🌟🌟Baidu 🌟🌟🌟🌟Apple 🌟🌟🌟FB 🌟🌟🌟The Re-Invention of the Data Center (创新的数据中心)随着深度学习的软件越来越多,就需要强大的计算能力。不!其实是自从计算能力最近几年的突飞猛进,机器学习才发展起来。可以理解为深度学习对应人脑的神经网络,你网络越复杂,学习能力就更高,但是对应的计算能力要求也越高。深度学习的核心加速器包括GPU或者TPUs,对!不用CPU,所以不管Intel的10nm工艺落不落后,牙膏厂目前不在深度学习的主战场了。 预计未来10年的加速处理器市场可以达到410亿行业成熟度 🌟🌟🌟行业成长空间 🌟🌟投资标的:TSM 🌟🌟🌟🌟🌟Nvidia 🌟🌟🌟🌟Apple 🌟🌟🌟Aamzon 🌟🌟🌟AMD 🌟🌟🌟Virtual Worlds 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如果将科技的外衣扒掉,蚂蚁集团更像是一家用金融手段收割流量的巨兽! 蚂蚁集团的金融帝国 蚂蚁集团是支付宝的母公司,旗下的业务基本依托支付宝来展开,比如蚂蚁集团的两大业务:数字支付与商家服务和数字金融科技平台,前者是为商家和消费者搭建的支付通道,后者是建立在支付宝APP巨大流量上的金融产品变现。 截止今年6月底,支付宝的年度活跃用户数达到9.87亿人,这是一个巨大的流量池! 手握巨大的流量,如果仅仅将支付宝定位于电商支付工具,则无疑是将数亿用户金矿始终埋于地下,浪费了大好机会。 与钱打交道的蚂蚁集团迅速瞄向了金融产品。 2013年,蚂蚁集团推出余额宝,远高于定期存款的收益和随时支取的便利,余额宝一炮而红,顺便将货币基金的概念推向全国; 2014年,蚂蚁集团推出花呗,正式切入消费信贷,自此打开通向金融帝国的大门; 2018年,蚂蚁集团推出相互宝,震惊保险界,蚂蚁集团强大的金融创新能力让传统金融巨头瑟瑟发抖。 所有的金融产品,除了创新带来的生命力,更要依靠源源不断的流量,为此,蚂蚁集团围绕日常服务,立志将支付宝打造成国民必备APP! 这样的效果立竿见影,蚂蚁集团的营收突飞猛进,到2019年底,蚂蚁集团年营业收入已经达到1206亿,今年上半年,蚂蚁集团更是斩获了219亿的净利润,金融帝国已经映入眼帘! 科技外衣包裹下的高利贷","text":"在上市前夕,蚂蚁金服将公司名称改为蚂蚁科技,在招股书中,蚂蚁集团将自身的定位更偏向科技公司,而非金融。 但实则,$蚂蚁集团(06688)$旗下的两大主营业务:数字支付与商家服务和数字金融科技平台,其实都是将传统金融产品搬到线上。无论科技的外衣如何炫目,核心依然建立在金融业务上。 或许是因为金融股的估值普遍低于科技股,蚂蚁集团更乐意自己成为后者吧! 如果将科技的外衣扒掉,蚂蚁集团更像是一家用金融手段收割流量的巨兽! 蚂蚁集团的金融帝国 蚂蚁集团是支付宝的母公司,旗下的业务基本依托支付宝来展开,比如蚂蚁集团的两大业务:数字支付与商家服务和数字金融科技平台,前者是为商家和消费者搭建的支付通道,后者是建立在支付宝APP巨大流量上的金融产品变现。 截止今年6月底,支付宝的年度活跃用户数达到9.87亿人,这是一个巨大的流量池! 手握巨大的流量,如果仅仅将支付宝定位于电商支付工具,则无疑是将数亿用户金矿始终埋于地下,浪费了大好机会。 与钱打交道的蚂蚁集团迅速瞄向了金融产品。 2013年,蚂蚁集团推出余额宝,远高于定期存款的收益和随时支取的便利,余额宝一炮而红,顺便将货币基金的概念推向全国; 2014年,蚂蚁集团推出花呗,正式切入消费信贷,自此打开通向金融帝国的大门; 2018年,蚂蚁集团推出相互宝,震惊保险界,蚂蚁集团强大的金融创新能力让传统金融巨头瑟瑟发抖。 所有的金融产品,除了创新带来的生命力,更要依靠源源不断的流量,为此,蚂蚁集团围绕日常服务,立志将支付宝打造成国民必备APP! 这样的效果立竿见影,蚂蚁集团的营收突飞猛进,到2019年底,蚂蚁集团年营业收入已经达到1206亿,今年上半年,蚂蚁集团更是斩获了219亿的净利润,金融帝国已经映入眼帘! 科技外衣包裹下的高利贷","images":[{"img":"https://static.tigerbbs.com/cd0fa6967ed4b43c00db0cdafb26d4eb","width":"759","height":"472"},{"img":"https://static.tigerbbs.com/12c5ff60ad36e24eb744de7ae94c01ec","width":"409","height":"515"},{"img":"https://static.tigerbbs.com/5068f938bcbbde356aa26e3b4dfee1bd","width":"713","height":"425"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301406660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302175211,"gmtCreate":1604585637933,"gmtModify":1703833928076,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3449699372217536","idStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302175211","repostId":"308089689","repostType":1,"repost":{"id":308089689,"gmtCreate":1603797657841,"gmtModify":1703830755168,"author":{"id":"3565667124524617","authorId":"3565667124524617","name":"易简财经","avatar":"https://static.tigerbbs.com/10d5ae6dc346bd910af21643696bfae9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3565667124524617","idStr":"3565667124524617"},"themes":[],"title":"刚刚,diss金融系统的马云,被回怼了!","htmlText":"永远不要听一个男人说了什么,要看他做了什么...马云炮轰金融系统背后:左一:周小川 左二:黄奇帆马云diss金融圈,多媒体反击10月25日,马云在外滩金融峰会上发表一段长达21分钟的演讲,公开diss国内金融体系。在演讲中,马云直言,“中国金融没有系统性风险,因为没有系统”,“中国有很多大银行,更像是大江大河和血液的动脉,但是我们今天更需要湖泊、需要水塘、需要小溪小河”,“今天的银行延续的还是当铺思想,抵押和担保就是当铺”,可谓火力全开。演讲一出,引得金融圈内一片哗然,在公开场合把四大行说成当铺,这话也只有马老师敢讲出来。对此,光明日报和证券时报都出来发表了评论。光明日报表示,如果看看当下中国金融业里昨天“跑路”今天“爆雷”的景象,马老师所言指的中国金融业监管存在问题,当为不虚。但是,究竟存在什么样的问题,却不是“问题”二字所能涵括。显然,如果真如马老师所言“这个不许那个不许”,那么就不会有支付宝、蚂蚁金服。如果事实上就是存在“这个不许那个不许”,中国手机支付的用户规模却能“弯道超车”至全球前列,同时也存在此起彼伏的“爆雷”,那么只能说明金融监管管的不是地方,该管的没管,不该管的反倒管了。可是,如果说金融监管是不该管的管了,该管的没管,那么,支付宝、蚂蚁金服这样的金融创新应该归类于“老年人俱乐部”下的“该管”项,还是“该管没管”项呢?这样的逻辑矛盾,非有先置的张冠李戴而不可。证券时报则表示,虽然银行在发展中确实存在许多问题,被批评并不冤枉,如果机制强健、业务能做到位,外来者就很难有立足空间。正如出租车公司能力不强而成就了“滴滴”一样,但关键问题显然并非马云挞伐的“当铺思想”。银行生存和发展的核心是风险控制,资产抵押(还包括一定的信用抵押)显然是保障贷款安全最具性价比的手段。银行在贷款中的审慎态度,是储户存款安全的底线保证。至于马云所言企业与银行打交道过程中“旱的旱死,涝的涝","listText":"永远不要听一个男人说了什么,要看他做了什么...马云炮轰金融系统背后:左一:周小川 左二:黄奇帆马云diss金融圈,多媒体反击10月25日,马云在外滩金融峰会上发表一段长达21分钟的演讲,公开diss国内金融体系。在演讲中,马云直言,“中国金融没有系统性风险,因为没有系统”,“中国有很多大银行,更像是大江大河和血液的动脉,但是我们今天更需要湖泊、需要水塘、需要小溪小河”,“今天的银行延续的还是当铺思想,抵押和担保就是当铺”,可谓火力全开。演讲一出,引得金融圈内一片哗然,在公开场合把四大行说成当铺,这话也只有马老师敢讲出来。对此,光明日报和证券时报都出来发表了评论。光明日报表示,如果看看当下中国金融业里昨天“跑路”今天“爆雷”的景象,马老师所言指的中国金融业监管存在问题,当为不虚。但是,究竟存在什么样的问题,却不是“问题”二字所能涵括。显然,如果真如马老师所言“这个不许那个不许”,那么就不会有支付宝、蚂蚁金服。如果事实上就是存在“这个不许那个不许”,中国手机支付的用户规模却能“弯道超车”至全球前列,同时也存在此起彼伏的“爆雷”,那么只能说明金融监管管的不是地方,该管的没管,不该管的反倒管了。可是,如果说金融监管是不该管的管了,该管的没管,那么,支付宝、蚂蚁金服这样的金融创新应该归类于“老年人俱乐部”下的“该管”项,还是“该管没管”项呢?这样的逻辑矛盾,非有先置的张冠李戴而不可。证券时报则表示,虽然银行在发展中确实存在许多问题,被批评并不冤枉,如果机制强健、业务能做到位,外来者就很难有立足空间。正如出租车公司能力不强而成就了“滴滴”一样,但关键问题显然并非马云挞伐的“当铺思想”。银行生存和发展的核心是风险控制,资产抵押(还包括一定的信用抵押)显然是保障贷款安全最具性价比的手段。银行在贷款中的审慎态度,是储户存款安全的底线保证。至于马云所言企业与银行打交道过程中“旱的旱死,涝的涝","text":"永远不要听一个男人说了什么,要看他做了什么...马云炮轰金融系统背后:左一:周小川 左二:黄奇帆马云diss金融圈,多媒体反击10月25日,马云在外滩金融峰会上发表一段长达21分钟的演讲,公开diss国内金融体系。在演讲中,马云直言,“中国金融没有系统性风险,因为没有系统”,“中国有很多大银行,更像是大江大河和血液的动脉,但是我们今天更需要湖泊、需要水塘、需要小溪小河”,“今天的银行延续的还是当铺思想,抵押和担保就是当铺”,可谓火力全开。演讲一出,引得金融圈内一片哗然,在公开场合把四大行说成当铺,这话也只有马老师敢讲出来。对此,光明日报和证券时报都出来发表了评论。光明日报表示,如果看看当下中国金融业里昨天“跑路”今天“爆雷”的景象,马老师所言指的中国金融业监管存在问题,当为不虚。但是,究竟存在什么样的问题,却不是“问题”二字所能涵括。显然,如果真如马老师所言“这个不许那个不许”,那么就不会有支付宝、蚂蚁金服。如果事实上就是存在“这个不许那个不许”,中国手机支付的用户规模却能“弯道超车”至全球前列,同时也存在此起彼伏的“爆雷”,那么只能说明金融监管管的不是地方,该管的没管,不该管的反倒管了。可是,如果说金融监管是不该管的管了,该管的没管,那么,支付宝、蚂蚁金服这样的金融创新应该归类于“老年人俱乐部”下的“该管”项,还是“该管没管”项呢?这样的逻辑矛盾,非有先置的张冠李戴而不可。证券时报则表示,虽然银行在发展中确实存在许多问题,被批评并不冤枉,如果机制强健、业务能做到位,外来者就很难有立足空间。正如出租车公司能力不强而成就了“滴滴”一样,但关键问题显然并非马云挞伐的“当铺思想”。银行生存和发展的核心是风险控制,资产抵押(还包括一定的信用抵押)显然是保障贷款安全最具性价比的手段。银行在贷款中的审慎态度,是储户存款安全的底线保证。至于马云所言企业与银行打交道过程中“旱的旱死,涝的涝","images":[{"img":"https://static.tigerbbs.com/274609ef4ef0b97e1a4a2cf6c88b92ee"},{"img":"https://static.tigerbbs.com/985a6017bc98f333ad124708c097e3d9"},{"img":"https://static.tigerbbs.com/519253ac6edf46c1065796f1a32ec428"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308089689","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302175674,"gmtCreate":1604585628798,"gmtModify":1703833928249,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3449699372217536","idStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302175674","repostId":"308312808","repostType":1,"repost":{"id":308312808,"gmtCreate":1603866005398,"gmtModify":1703831009585,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"279327367386116","idStr":"279327367386116"},"themes":[],"title":"蚂蚁集团中签概率猜测表","htmlText":"本表纯属偶然瞎猜,如有雷同,纯属巧合。 由于某些原因,预计申请1手的人会比较多,最终甲组人数有望突破100万。在此情况下,一手中签率可能达不到100%这么高,但是80%还是有戏的(参考农夫山泉和保利物业) 由于大甲组的优势可能会被一手党摊平,甲尾预计11-12手(更多那就再好不过啦),因此拉平了斜率,稳中一手的概率估计5-6手。 对乙组来说,若超过8万人,则竞争会相当激烈,乙头人数有望占比40%以上,则大概14-15手左右,再往下的变数太大,随便看看就好。 对普通散户融资党来说,不算认购手续费的情况下,打和点在7%以下,但是乙组网上,如果你用的是融资,可能打和点很高。这也是为什么我认为乙组大部分都会集中在头部,因为高金额融资不划算。 <a href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a> <a href=\"https://laohu8.com/S/688688\">$蚂蚁集团(688688)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>","listText":"本表纯属偶然瞎猜,如有雷同,纯属巧合。 由于某些原因,预计申请1手的人会比较多,最终甲组人数有望突破100万。在此情况下,一手中签率可能达不到100%这么高,但是80%还是有戏的(参考农夫山泉和保利物业) 由于大甲组的优势可能会被一手党摊平,甲尾预计11-12手(更多那就再好不过啦),因此拉平了斜率,稳中一手的概率估计5-6手。 对乙组来说,若超过8万人,则竞争会相当激烈,乙头人数有望占比40%以上,则大概14-15手左右,再往下的变数太大,随便看看就好。 对普通散户融资党来说,不算认购手续费的情况下,打和点在7%以下,但是乙组网上,如果你用的是融资,可能打和点很高。这也是为什么我认为乙组大部分都会集中在头部,因为高金额融资不划算。 <a href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a> <a href=\"https://laohu8.com/S/688688\">$蚂蚁集团(688688)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>","text":"本表纯属偶然瞎猜,如有雷同,纯属巧合。 由于某些原因,预计申请1手的人会比较多,最终甲组人数有望突破100万。在此情况下,一手中签率可能达不到100%这么高,但是80%还是有戏的(参考农夫山泉和保利物业) 由于大甲组的优势可能会被一手党摊平,甲尾预计11-12手(更多那就再好不过啦),因此拉平了斜率,稳中一手的概率估计5-6手。 对乙组来说,若超过8万人,则竞争会相当激烈,乙头人数有望占比40%以上,则大概14-15手左右,再往下的变数太大,随便看看就好。 对普通散户融资党来说,不算认购手续费的情况下,打和点在7%以下,但是乙组网上,如果你用的是融资,可能打和点很高。这也是为什么我认为乙组大部分都会集中在头部,因为高金额融资不划算。 $蚂蚁集团(06688)$ $蚂蚁集团(688688)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[{"img":"https://static.tigerbbs.com/edb633ac26c9268c1fa114d76df57f22","width":"1305","height":"1816"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308312808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302175184,"gmtCreate":1604585615448,"gmtModify":1703833927904,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3449699372217536","idStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302175184","repostId":"308308558","repostType":1,"repost":{"id":308308558,"gmtCreate":1603855071774,"gmtModify":1715024780654,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3494295154959832","idStr":"3494295154959832"},"themes":[],"title":"港股IPO的镰刀,一把又一把:荣昌生物,人间不值得!","htmlText":"物业股收割的季节尚未过去,生物医药却也迫不及待地抄起了手上的镰刀,看着锈迹斑斑的刀刃(业绩亏损),不如换个黄金刀柄(基石投资者),再把刀口磨上一磨,上阵收割!冬季已悄然来临,注定不会是收获的季节,却是最佳的收割季节;毕竟,秋天的果实,还都在口袋吧?曾几何时,港股物业股和生物医药股还都是市场争相追捧的萌宠。“10倍杠杆,20倍杠杆,上乙组!”各种口号,撩的散户们财心荡漾,小鹿乱撞。在那个买到即赚到的日子,港股市场尽是繁华盛世。而今时今日的港股市场,如果除去蚂蚁带给大家的兴奋和麻痹,估计剩下的尽是哀嚎!昨日,大热门的医药股<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> ,超额认购590倍,高瓴资本为基石投资者。首发当日便破发,最大跌幅26.28%,令人咋舌!数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客,一度成为港股打新的风向标。从2009年6月开始的瀚森制药,首日涨幅36.75%;12月的启明医疗,首日涨幅30.45%,保利物业,首日涨幅29.20%,到今年6月份的康基医疗,首日涨幅翻倍!一直到上个月上市的明源云,上市当日也近乎翻倍,最后到本月初上市的云顶新耀,暗盘首日都超过30%!从2019年走过2020年,高瓴哪一次不是大获丰收,然而为什么这次在先声药业上却栽了跟头呢?数据源自交易宝从先声药业二级市场席位数据可以判断,摩根士丹利已经开启绿鞋并执行,在上市首日和第二日拼命购买仍旧无济于事,过高的估值,二级市场并不买单,而且你无法阻止那些大量不限售的散户投资者!数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元,市值最高一度超10亿美元,后被浑水和香橼多次做空,以及收购公司爆出狂犬疫苗造假案,公司于2013年私有","listText":"物业股收割的季节尚未过去,生物医药却也迫不及待地抄起了手上的镰刀,看着锈迹斑斑的刀刃(业绩亏损),不如换个黄金刀柄(基石投资者),再把刀口磨上一磨,上阵收割!冬季已悄然来临,注定不会是收获的季节,却是最佳的收割季节;毕竟,秋天的果实,还都在口袋吧?曾几何时,港股物业股和生物医药股还都是市场争相追捧的萌宠。“10倍杠杆,20倍杠杆,上乙组!”各种口号,撩的散户们财心荡漾,小鹿乱撞。在那个买到即赚到的日子,港股市场尽是繁华盛世。而今时今日的港股市场,如果除去蚂蚁带给大家的兴奋和麻痹,估计剩下的尽是哀嚎!昨日,大热门的医药股<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> ,超额认购590倍,高瓴资本为基石投资者。首发当日便破发,最大跌幅26.28%,令人咋舌!数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客,一度成为港股打新的风向标。从2009年6月开始的瀚森制药,首日涨幅36.75%;12月的启明医疗,首日涨幅30.45%,保利物业,首日涨幅29.20%,到今年6月份的康基医疗,首日涨幅翻倍!一直到上个月上市的明源云,上市当日也近乎翻倍,最后到本月初上市的云顶新耀,暗盘首日都超过30%!从2019年走过2020年,高瓴哪一次不是大获丰收,然而为什么这次在先声药业上却栽了跟头呢?数据源自交易宝从先声药业二级市场席位数据可以判断,摩根士丹利已经开启绿鞋并执行,在上市首日和第二日拼命购买仍旧无济于事,过高的估值,二级市场并不买单,而且你无法阻止那些大量不限售的散户投资者!数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元,市值最高一度超10亿美元,后被浑水和香橼多次做空,以及收购公司爆出狂犬疫苗造假案,公司于2013年私有","text":"物业股收割的季节尚未过去,生物医药却也迫不及待地抄起了手上的镰刀,看着锈迹斑斑的刀刃(业绩亏损),不如换个黄金刀柄(基石投资者),再把刀口磨上一磨,上阵收割!冬季已悄然来临,注定不会是收获的季节,却是最佳的收割季节;毕竟,秋天的果实,还都在口袋吧?曾几何时,港股物业股和生物医药股还都是市场争相追捧的萌宠。“10倍杠杆,20倍杠杆,上乙组!”各种口号,撩的散户们财心荡漾,小鹿乱撞。在那个买到即赚到的日子,港股市场尽是繁华盛世。而今时今日的港股市场,如果除去蚂蚁带给大家的兴奋和麻痹,估计剩下的尽是哀嚎!昨日,大热门的医药股$先声药业(02096)$ ,超额认购590倍,高瓴资本为基石投资者。首发当日便破发,最大跌幅26.28%,令人咋舌!数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客,一度成为港股打新的风向标。从2009年6月开始的瀚森制药,首日涨幅36.75%;12月的启明医疗,首日涨幅30.45%,保利物业,首日涨幅29.20%,到今年6月份的康基医疗,首日涨幅翻倍!一直到上个月上市的明源云,上市当日也近乎翻倍,最后到本月初上市的云顶新耀,暗盘首日都超过30%!从2019年走过2020年,高瓴哪一次不是大获丰收,然而为什么这次在先声药业上却栽了跟头呢?数据源自交易宝从先声药业二级市场席位数据可以判断,摩根士丹利已经开启绿鞋并执行,在上市首日和第二日拼命购买仍旧无济于事,过高的估值,二级市场并不买单,而且你无法阻止那些大量不限售的散户投资者!数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元,市值最高一度超10亿美元,后被浑水和香橼多次做空,以及收购公司爆出狂犬疫苗造假案,公司于2013年私有","images":[{"img":"https://static.tigerbbs.com/4f2e8b6fa9f24c4d2905f092cf4d9e77","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/c0db5809f2e455cda83f377236eb5cca","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/bc4b1c711ad5f36f39f671742e6cc34b","width":"600","height":"370"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308308558","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302175390,"gmtCreate":1604585600610,"gmtModify":1703833927730,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3449699372217536","idStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/302175390","repostId":"308682081","repostType":1,"repost":{"id":308682081,"gmtCreate":1603964490843,"gmtModify":1715024780366,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3494295154959832","idStr":"3494295154959832"},"themes":[],"title":"浅析蚂蚁是如何缔造2.1万亿的金融帝国","htmlText":"先说一下蚂蚁集团有哪些业务板块吧。一,支付和商务服务。这块业务已经趋于稳定了,目前支付宝的MAU接近8亿(根据QuestMobile中国移动互联网2020半年大报告显示,2020年6月支付宝MAU超7.3亿),主要提供了一个流量入口,基本涵盖了我们生活中所有的消费场景,像天猫、淘宝、饿了么、盒马,飞猪,口碑,电影,演出,公交地铁,衣食住行等等。数据源自:QuestMobile根据艾瑞咨询中国第三方支付行业研究报告,2016一季度至2019年一季度,线上电商支付的交易规模从9654亿元增长到了19820.9亿元,增长了105.3%,而同时期线下扫码支付的交易规模从830亿元增长到了73805.3亿元,增长了8792.2%。而支付宝在这块业务的占比达到了惊人的54.4%!财付通略低,占比39.4%。数据源自艾瑞咨询数据源自艾瑞咨询支付宝2019年总交易额大约23万亿。但是其实这块业务并不是赚钱的业务,因为综合费率的话只有0.2%-0.6%,目前是全球最低;像美国的Paypal和eBay,他们的综合费率在3%以上,还要加上0.3美金的固定费用(真TM的贵)。这块业务的增速,每年大概在10%左右。数据源自支付宝官网数据源自eBay官网二,微贷业务。其实真正的利润点是微贷业务(小额信用贷款),目前微贷业务有两块,截至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技","listText":"先说一下蚂蚁集团有哪些业务板块吧。一,支付和商务服务。这块业务已经趋于稳定了,目前支付宝的MAU接近8亿(根据QuestMobile中国移动互联网2020半年大报告显示,2020年6月支付宝MAU超7.3亿),主要提供了一个流量入口,基本涵盖了我们生活中所有的消费场景,像天猫、淘宝、饿了么、盒马,飞猪,口碑,电影,演出,公交地铁,衣食住行等等。数据源自:QuestMobile根据艾瑞咨询中国第三方支付行业研究报告,2016一季度至2019年一季度,线上电商支付的交易规模从9654亿元增长到了19820.9亿元,增长了105.3%,而同时期线下扫码支付的交易规模从830亿元增长到了73805.3亿元,增长了8792.2%。而支付宝在这块业务的占比达到了惊人的54.4%!财付通略低,占比39.4%。数据源自艾瑞咨询数据源自艾瑞咨询支付宝2019年总交易额大约23万亿。但是其实这块业务并不是赚钱的业务,因为综合费率的话只有0.2%-0.6%,目前是全球最低;像美国的Paypal和eBay,他们的综合费率在3%以上,还要加上0.3美金的固定费用(真TM的贵)。这块业务的增速,每年大概在10%左右。数据源自支付宝官网数据源自eBay官网二,微贷业务。其实真正的利润点是微贷业务(小额信用贷款),目前微贷业务有两块,截至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技","text":"先说一下蚂蚁集团有哪些业务板块吧。一,支付和商务服务。这块业务已经趋于稳定了,目前支付宝的MAU接近8亿(根据QuestMobile中国移动互联网2020半年大报告显示,2020年6月支付宝MAU超7.3亿),主要提供了一个流量入口,基本涵盖了我们生活中所有的消费场景,像天猫、淘宝、饿了么、盒马,飞猪,口碑,电影,演出,公交地铁,衣食住行等等。数据源自:QuestMobile根据艾瑞咨询中国第三方支付行业研究报告,2016一季度至2019年一季度,线上电商支付的交易规模从9654亿元增长到了19820.9亿元,增长了105.3%,而同时期线下扫码支付的交易规模从830亿元增长到了73805.3亿元,增长了8792.2%。而支付宝在这块业务的占比达到了惊人的54.4%!财付通略低,占比39.4%。数据源自艾瑞咨询数据源自艾瑞咨询支付宝2019年总交易额大约23万亿。但是其实这块业务并不是赚钱的业务,因为综合费率的话只有0.2%-0.6%,目前是全球最低;像美国的Paypal和eBay,他们的综合费率在3%以上,还要加上0.3美金的固定费用(真TM的贵)。这块业务的增速,每年大概在10%左右。数据源自支付宝官网数据源自eBay官网二,微贷业务。其实真正的利润点是微贷业务(小额信用贷款),目前微贷业务有两块,截至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技","images":[{"img":"https://static.tigerbbs.com/ce83362daad81e0966413ccc3a2fb920","width":"688","height":"286"},{"img":"https://static.tigerbbs.com/8c6e2fe7c49dc0a50e8e24d1140d5fec","width":"674","height":"601"},{"img":"https://static.tigerbbs.com/9765c2a6e7f8be9f85ff5b7004c7afd2","width":"688","height":"159"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https: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href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>咳咳🥤","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>咳咳🥤","text":"$游戏驿站(GME)$咳咳🥤","images":[{"img":"https://static.tigerbbs.com/edba9598d61b7b215bd6a5791f07bf43","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313440353","isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":389749507,"gmtCreate":1612800799009,"gmtModify":1703765325563,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3449699372217536","authorIdStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389749507","repostId":"389737058","repostType":1,"repost":{"id":389737058,"gmtCreate":1612797968474,"gmtModify":1703765255785,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3451627561239325","authorIdStr":"3451627561239325"},"themes":[],"title":"看【ArkInvest Big Ideas 2021】里有哪些投资机会","htmlText":"老话说的好”女怕嫁错郎,男怕入错行“,韭菜更应该抓住趋势,选对行业,选对股,赚趋势的钱。Ark最近发布了Big Ideas 2021白皮书,文中对未来14个行业的发展做了分析和预测,我等韭菜不得不立马下载了这112页的报告,细细品读当今投资女皇对未来科技世界的看法,希望从这些分析里能扒出2倍,5倍,10倍的翻倍股。让我们边解读这15个行业,并找出该行业的对应的好公司Deep Learning (深度学习)深度学习属于人工智能的一个分支,通过机器学习大量的数据形成数据模型对未来进行预测,从而实现让软件具备学习能力,只要不停给它喂数据,它就越来越智能🤖️Deep Learning产业是正当时,相关企业总市值总和在未来15-20年可以增加30万亿美刀行业成熟度 🌟🌟🌟行业成长空间 🌟🌟🌟 🌟投资标的匹配度:Tesla 🌟🌟🌟🌟🌟Google 🌟🌟🌟🌟Amazon 🌟🌟🌟🌟Baidu 🌟🌟🌟🌟Apple 🌟🌟🌟FB 🌟🌟🌟The Re-Invention of the Data Center (创新的数据中心)随着深度学习的软件越来越多,就需要强大的计算能力。不!其实是自从计算能力最近几年的突飞猛进,机器学习才发展起来。可以理解为深度学习对应人脑的神经网络,你网络越复杂,学习能力就更高,但是对应的计算能力要求也越高。深度学习的核心加速器包括GPU或者TPUs,对!不用CPU,所以不管Intel的10nm工艺落不落后,牙膏厂目前不在深度学习的主战场了。 预计未来10年的加速处理器市场可以达到410亿行业成熟度 🌟🌟🌟行业成长空间 🌟🌟投资标的:TSM 🌟🌟🌟🌟🌟Nvidia 🌟🌟🌟🌟Apple 🌟🌟🌟Aamzon 🌟🌟🌟AMD 🌟🌟🌟Virtual Worlds (包括视频游戏,AR,VR)第一个数据我挺吃惊的,游","listText":"老话说的好”女怕嫁错郎,男怕入错行“,韭菜更应该抓住趋势,选对行业,选对股,赚趋势的钱。Ark最近发布了Big Ideas 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Learning产业是正当时,相关企业总市值总和在未来15-20年可以增加30万亿美刀行业成熟度 🌟🌟🌟行业成长空间 🌟🌟🌟 🌟投资标的匹配度:Tesla 🌟🌟🌟🌟🌟Google 🌟🌟🌟🌟Amazon 🌟🌟🌟🌟Baidu 🌟🌟🌟🌟Apple 🌟🌟🌟FB 🌟🌟🌟The Re-Invention of the Data Center (创新的数据中心)随着深度学习的软件越来越多,就需要强大的计算能力。不!其实是自从计算能力最近几年的突飞猛进,机器学习才发展起来。可以理解为深度学习对应人脑的神经网络,你网络越复杂,学习能力就更高,但是对应的计算能力要求也越高。深度学习的核心加速器包括GPU或者TPUs,对!不用CPU,所以不管Intel的10nm工艺落不落后,牙膏厂目前不在深度学习的主战场了。 预计未来10年的加速处理器市场可以达到410亿行业成熟度 🌟🌟🌟行业成长空间 🌟🌟投资标的:TSM 🌟🌟🌟🌟🌟Nvidia 🌟🌟🌟🌟Apple 🌟🌟🌟Aamzon 🌟🌟🌟AMD 🌟🌟🌟Virtual Worlds 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但实则,<a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a>旗下的两大主营业务:数字支付与商家服务和数字金融科技平台,其实都是将传统金融产品搬到线上。无论科技的外衣如何炫目,核心依然建立在金融业务上。 或许是因为金融股的估值普遍低于科技股,蚂蚁集团更乐意自己成为后者吧! 如果将科技的外衣扒掉,蚂蚁集团更像是一家用金融手段收割流量的巨兽! 蚂蚁集团的金融帝国 蚂蚁集团是支付宝的母公司,旗下的业务基本依托支付宝来展开,比如蚂蚁集团的两大业务:数字支付与商家服务和数字金融科技平台,前者是为商家和消费者搭建的支付通道,后者是建立在支付宝APP巨大流量上的金融产品变现。 截止今年6月底,支付宝的年度活跃用户数达到9.87亿人,这是一个巨大的流量池! 手握巨大的流量,如果仅仅将支付宝定位于电商支付工具,则无疑是将数亿用户金矿始终埋于地下,浪费了大好机会。 与钱打交道的蚂蚁集团迅速瞄向了金融产品。 2013年,蚂蚁集团推出余额宝,远高于定期存款的收益和随时支取的便利,余额宝一炮而红,顺便将货币基金的概念推向全国; 2014年,蚂蚁集团推出花呗,正式切入消费信贷,自此打开通向金融帝国的大门; 2018年,蚂蚁集团推出相互宝,震惊保险界,蚂蚁集团强大的金融创新能力让传统金融巨头瑟瑟发抖。 所有的金融产品,除了创新带来的生命力,更要依靠源源不断的流量,为此,蚂蚁集团围绕日常服务,立志将支付宝打造成国民必备APP! 这样的效果立竿见影,蚂蚁集团的营收突飞猛进,到2019年底,蚂蚁集团年营业收入已经达到1206亿,今年上半年,蚂蚁集团更是斩获了219亿的净利润,金融帝国已经映入眼帘! 科技外衣包裹下的高利贷","listText":"在上市前夕,蚂蚁金服将公司名称改为蚂蚁科技,在招股书中,蚂蚁集团将自身的定位更偏向科技公司,而非金融。 但实则,<a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a>旗下的两大主营业务:数字支付与商家服务和数字金融科技平台,其实都是将传统金融产品搬到线上。无论科技的外衣如何炫目,核心依然建立在金融业务上。 或许是因为金融股的估值普遍低于科技股,蚂蚁集团更乐意自己成为后者吧! 如果将科技的外衣扒掉,蚂蚁集团更像是一家用金融手段收割流量的巨兽! 蚂蚁集团的金融帝国 蚂蚁集团是支付宝的母公司,旗下的业务基本依托支付宝来展开,比如蚂蚁集团的两大业务:数字支付与商家服务和数字金融科技平台,前者是为商家和消费者搭建的支付通道,后者是建立在支付宝APP巨大流量上的金融产品变现。 截止今年6月底,支付宝的年度活跃用户数达到9.87亿人,这是一个巨大的流量池! 手握巨大的流量,如果仅仅将支付宝定位于电商支付工具,则无疑是将数亿用户金矿始终埋于地下,浪费了大好机会。 与钱打交道的蚂蚁集团迅速瞄向了金融产品。 2013年,蚂蚁集团推出余额宝,远高于定期存款的收益和随时支取的便利,余额宝一炮而红,顺便将货币基金的概念推向全国; 2014年,蚂蚁集团推出花呗,正式切入消费信贷,自此打开通向金融帝国的大门; 2018年,蚂蚁集团推出相互宝,震惊保险界,蚂蚁集团强大的金融创新能力让传统金融巨头瑟瑟发抖。 所有的金融产品,除了创新带来的生命力,更要依靠源源不断的流量,为此,蚂蚁集团围绕日常服务,立志将支付宝打造成国民必备APP! 这样的效果立竿见影,蚂蚁集团的营收突飞猛进,到2019年底,蚂蚁集团年营业收入已经达到1206亿,今年上半年,蚂蚁集团更是斩获了219亿的净利润,金融帝国已经映入眼帘! 科技外衣包裹下的高利贷","text":"在上市前夕,蚂蚁金服将公司名称改为蚂蚁科技,在招股书中,蚂蚁集团将自身的定位更偏向科技公司,而非金融。 但实则,$蚂蚁集团(06688)$旗下的两大主营业务:数字支付与商家服务和数字金融科技平台,其实都是将传统金融产品搬到线上。无论科技的外衣如何炫目,核心依然建立在金融业务上。 或许是因为金融股的估值普遍低于科技股,蚂蚁集团更乐意自己成为后者吧! 如果将科技的外衣扒掉,蚂蚁集团更像是一家用金融手段收割流量的巨兽! 蚂蚁集团的金融帝国 蚂蚁集团是支付宝的母公司,旗下的业务基本依托支付宝来展开,比如蚂蚁集团的两大业务:数字支付与商家服务和数字金融科技平台,前者是为商家和消费者搭建的支付通道,后者是建立在支付宝APP巨大流量上的金融产品变现。 截止今年6月底,支付宝的年度活跃用户数达到9.87亿人,这是一个巨大的流量池! 手握巨大的流量,如果仅仅将支付宝定位于电商支付工具,则无疑是将数亿用户金矿始终埋于地下,浪费了大好机会。 与钱打交道的蚂蚁集团迅速瞄向了金融产品。 2013年,蚂蚁集团推出余额宝,远高于定期存款的收益和随时支取的便利,余额宝一炮而红,顺便将货币基金的概念推向全国; 2014年,蚂蚁集团推出花呗,正式切入消费信贷,自此打开通向金融帝国的大门; 2018年,蚂蚁集团推出相互宝,震惊保险界,蚂蚁集团强大的金融创新能力让传统金融巨头瑟瑟发抖。 所有的金融产品,除了创新带来的生命力,更要依靠源源不断的流量,为此,蚂蚁集团围绕日常服务,立志将支付宝打造成国民必备APP! 这样的效果立竿见影,蚂蚁集团的营收突飞猛进,到2019年底,蚂蚁集团年营业收入已经达到1206亿,今年上半年,蚂蚁集团更是斩获了219亿的净利润,金融帝国已经映入眼帘! 科技外衣包裹下的高利贷","images":[{"img":"https://static.tigerbbs.com/cd0fa6967ed4b43c00db0cdafb26d4eb","width":"759","height":"472"},{"img":"https://static.tigerbbs.com/12c5ff60ad36e24eb744de7ae94c01ec","width":"409","height":"515"},{"img":"https://static.tigerbbs.com/5068f938bcbbde356aa26e3b4dfee1bd","width":"713","height":"425"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301406660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302175211,"gmtCreate":1604585637933,"gmtModify":1703833928076,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3449699372217536","authorIdStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302175211","repostId":"308089689","repostType":1,"repost":{"id":308089689,"gmtCreate":1603797657841,"gmtModify":1703830755168,"author":{"id":"3565667124524617","authorId":"3565667124524617","name":"易简财经","avatar":"https://static.tigerbbs.com/10d5ae6dc346bd910af21643696bfae9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565667124524617","authorIdStr":"3565667124524617"},"themes":[],"title":"刚刚,diss金融系统的马云,被回怼了!","htmlText":"永远不要听一个男人说了什么,要看他做了什么...马云炮轰金融系统背后:左一:周小川 左二:黄奇帆马云diss金融圈,多媒体反击10月25日,马云在外滩金融峰会上发表一段长达21分钟的演讲,公开diss国内金融体系。在演讲中,马云直言,“中国金融没有系统性风险,因为没有系统”,“中国有很多大银行,更像是大江大河和血液的动脉,但是我们今天更需要湖泊、需要水塘、需要小溪小河”,“今天的银行延续的还是当铺思想,抵押和担保就是当铺”,可谓火力全开。演讲一出,引得金融圈内一片哗然,在公开场合把四大行说成当铺,这话也只有马老师敢讲出来。对此,光明日报和证券时报都出来发表了评论。光明日报表示,如果看看当下中国金融业里昨天“跑路”今天“爆雷”的景象,马老师所言指的中国金融业监管存在问题,当为不虚。但是,究竟存在什么样的问题,却不是“问题”二字所能涵括。显然,如果真如马老师所言“这个不许那个不许”,那么就不会有支付宝、蚂蚁金服。如果事实上就是存在“这个不许那个不许”,中国手机支付的用户规模却能“弯道超车”至全球前列,同时也存在此起彼伏的“爆雷”,那么只能说明金融监管管的不是地方,该管的没管,不该管的反倒管了。可是,如果说金融监管是不该管的管了,该管的没管,那么,支付宝、蚂蚁金服这样的金融创新应该归类于“老年人俱乐部”下的“该管”项,还是“该管没管”项呢?这样的逻辑矛盾,非有先置的张冠李戴而不可。证券时报则表示,虽然银行在发展中确实存在许多问题,被批评并不冤枉,如果机制强健、业务能做到位,外来者就很难有立足空间。正如出租车公司能力不强而成就了“滴滴”一样,但关键问题显然并非马云挞伐的“当铺思想”。银行生存和发展的核心是风险控制,资产抵押(还包括一定的信用抵押)显然是保障贷款安全最具性价比的手段。银行在贷款中的审慎态度,是储户存款安全的底线保证。至于马云所言企业与银行打交道过程中“旱的旱死,涝的涝","listText":"永远不要听一个男人说了什么,要看他做了什么...马云炮轰金融系统背后:左一:周小川 左二:黄奇帆马云diss金融圈,多媒体反击10月25日,马云在外滩金融峰会上发表一段长达21分钟的演讲,公开diss国内金融体系。在演讲中,马云直言,“中国金融没有系统性风险,因为没有系统”,“中国有很多大银行,更像是大江大河和血液的动脉,但是我们今天更需要湖泊、需要水塘、需要小溪小河”,“今天的银行延续的还是当铺思想,抵押和担保就是当铺”,可谓火力全开。演讲一出,引得金融圈内一片哗然,在公开场合把四大行说成当铺,这话也只有马老师敢讲出来。对此,光明日报和证券时报都出来发表了评论。光明日报表示,如果看看当下中国金融业里昨天“跑路”今天“爆雷”的景象,马老师所言指的中国金融业监管存在问题,当为不虚。但是,究竟存在什么样的问题,却不是“问题”二字所能涵括。显然,如果真如马老师所言“这个不许那个不许”,那么就不会有支付宝、蚂蚁金服。如果事实上就是存在“这个不许那个不许”,中国手机支付的用户规模却能“弯道超车”至全球前列,同时也存在此起彼伏的“爆雷”,那么只能说明金融监管管的不是地方,该管的没管,不该管的反倒管了。可是,如果说金融监管是不该管的管了,该管的没管,那么,支付宝、蚂蚁金服这样的金融创新应该归类于“老年人俱乐部”下的“该管”项,还是“该管没管”项呢?这样的逻辑矛盾,非有先置的张冠李戴而不可。证券时报则表示,虽然银行在发展中确实存在许多问题,被批评并不冤枉,如果机制强健、业务能做到位,外来者就很难有立足空间。正如出租车公司能力不强而成就了“滴滴”一样,但关键问题显然并非马云挞伐的“当铺思想”。银行生存和发展的核心是风险控制,资产抵押(还包括一定的信用抵押)显然是保障贷款安全最具性价比的手段。银行在贷款中的审慎态度,是储户存款安全的底线保证。至于马云所言企业与银行打交道过程中“旱的旱死,涝的涝","text":"永远不要听一个男人说了什么,要看他做了什么...马云炮轰金融系统背后:左一:周小川 左二:黄奇帆马云diss金融圈,多媒体反击10月25日,马云在外滩金融峰会上发表一段长达21分钟的演讲,公开diss国内金融体系。在演讲中,马云直言,“中国金融没有系统性风险,因为没有系统”,“中国有很多大银行,更像是大江大河和血液的动脉,但是我们今天更需要湖泊、需要水塘、需要小溪小河”,“今天的银行延续的还是当铺思想,抵押和担保就是当铺”,可谓火力全开。演讲一出,引得金融圈内一片哗然,在公开场合把四大行说成当铺,这话也只有马老师敢讲出来。对此,光明日报和证券时报都出来发表了评论。光明日报表示,如果看看当下中国金融业里昨天“跑路”今天“爆雷”的景象,马老师所言指的中国金融业监管存在问题,当为不虚。但是,究竟存在什么样的问题,却不是“问题”二字所能涵括。显然,如果真如马老师所言“这个不许那个不许”,那么就不会有支付宝、蚂蚁金服。如果事实上就是存在“这个不许那个不许”,中国手机支付的用户规模却能“弯道超车”至全球前列,同时也存在此起彼伏的“爆雷”,那么只能说明金融监管管的不是地方,该管的没管,不该管的反倒管了。可是,如果说金融监管是不该管的管了,该管的没管,那么,支付宝、蚂蚁金服这样的金融创新应该归类于“老年人俱乐部”下的“该管”项,还是“该管没管”项呢?这样的逻辑矛盾,非有先置的张冠李戴而不可。证券时报则表示,虽然银行在发展中确实存在许多问题,被批评并不冤枉,如果机制强健、业务能做到位,外来者就很难有立足空间。正如出租车公司能力不强而成就了“滴滴”一样,但关键问题显然并非马云挞伐的“当铺思想”。银行生存和发展的核心是风险控制,资产抵押(还包括一定的信用抵押)显然是保障贷款安全最具性价比的手段。银行在贷款中的审慎态度,是储户存款安全的底线保证。至于马云所言企业与银行打交道过程中“旱的旱死,涝的涝","images":[{"img":"https://static.tigerbbs.com/274609ef4ef0b97e1a4a2cf6c88b92ee"},{"img":"https://static.tigerbbs.com/985a6017bc98f333ad124708c097e3d9"},{"img":"https://static.tigerbbs.com/519253ac6edf46c1065796f1a32ec428"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308089689","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302175674,"gmtCreate":1604585628798,"gmtModify":1703833928249,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3449699372217536","authorIdStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302175674","repostId":"308312808","repostType":1,"repost":{"id":308312808,"gmtCreate":1603866005398,"gmtModify":1703831009585,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"279327367386116","authorIdStr":"279327367386116"},"themes":[],"title":"蚂蚁集团中签概率猜测表","htmlText":"本表纯属偶然瞎猜,如有雷同,纯属巧合。 由于某些原因,预计申请1手的人会比较多,最终甲组人数有望突破100万。在此情况下,一手中签率可能达不到100%这么高,但是80%还是有戏的(参考农夫山泉和保利物业) 由于大甲组的优势可能会被一手党摊平,甲尾预计11-12手(更多那就再好不过啦),因此拉平了斜率,稳中一手的概率估计5-6手。 对乙组来说,若超过8万人,则竞争会相当激烈,乙头人数有望占比40%以上,则大概14-15手左右,再往下的变数太大,随便看看就好。 对普通散户融资党来说,不算认购手续费的情况下,打和点在7%以下,但是乙组网上,如果你用的是融资,可能打和点很高。这也是为什么我认为乙组大部分都会集中在头部,因为高金额融资不划算。 <a href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a> <a href=\"https://laohu8.com/S/688688\">$蚂蚁集团(688688)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>","listText":"本表纯属偶然瞎猜,如有雷同,纯属巧合。 由于某些原因,预计申请1手的人会比较多,最终甲组人数有望突破100万。在此情况下,一手中签率可能达不到100%这么高,但是80%还是有戏的(参考农夫山泉和保利物业) 由于大甲组的优势可能会被一手党摊平,甲尾预计11-12手(更多那就再好不过啦),因此拉平了斜率,稳中一手的概率估计5-6手。 对乙组来说,若超过8万人,则竞争会相当激烈,乙头人数有望占比40%以上,则大概14-15手左右,再往下的变数太大,随便看看就好。 对普通散户融资党来说,不算认购手续费的情况下,打和点在7%以下,但是乙组网上,如果你用的是融资,可能打和点很高。这也是为什么我认为乙组大部分都会集中在头部,因为高金额融资不划算。 <a href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a> <a href=\"https://laohu8.com/S/688688\">$蚂蚁集团(688688)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>","text":"本表纯属偶然瞎猜,如有雷同,纯属巧合。 由于某些原因,预计申请1手的人会比较多,最终甲组人数有望突破100万。在此情况下,一手中签率可能达不到100%这么高,但是80%还是有戏的(参考农夫山泉和保利物业) 由于大甲组的优势可能会被一手党摊平,甲尾预计11-12手(更多那就再好不过啦),因此拉平了斜率,稳中一手的概率估计5-6手。 对乙组来说,若超过8万人,则竞争会相当激烈,乙头人数有望占比40%以上,则大概14-15手左右,再往下的变数太大,随便看看就好。 对普通散户融资党来说,不算认购手续费的情况下,打和点在7%以下,但是乙组网上,如果你用的是融资,可能打和点很高。这也是为什么我认为乙组大部分都会集中在头部,因为高金额融资不划算。 $蚂蚁集团(06688)$ $蚂蚁集团(688688)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[{"img":"https://static.tigerbbs.com/edb633ac26c9268c1fa114d76df57f22","width":"1305","height":"1816"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308312808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302175184,"gmtCreate":1604585615448,"gmtModify":1703833927904,"author":{"id":"3449699372217536","authorId":"3449699372217536","name":"默静","avatar":"https://static.tigerbbs.com/552c1e66695ac70b126486cb37abdb3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3449699372217536","authorIdStr":"3449699372217536"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302175184","repostId":"308308558","repostType":1,"repost":{"id":308308558,"gmtCreate":1603855071774,"gmtModify":1715024780654,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494295154959832","authorIdStr":"3494295154959832"},"themes":[],"title":"港股IPO的镰刀,一把又一把:荣昌生物,人间不值得!","htmlText":"物业股收割的季节尚未过去,生物医药却也迫不及待地抄起了手上的镰刀,看着锈迹斑斑的刀刃(业绩亏损),不如换个黄金刀柄(基石投资者),再把刀口磨上一磨,上阵收割!冬季已悄然来临,注定不会是收获的季节,却是最佳的收割季节;毕竟,秋天的果实,还都在口袋吧?曾几何时,港股物业股和生物医药股还都是市场争相追捧的萌宠。“10倍杠杆,20倍杠杆,上乙组!”各种口号,撩的散户们财心荡漾,小鹿乱撞。在那个买到即赚到的日子,港股市场尽是繁华盛世。而今时今日的港股市场,如果除去蚂蚁带给大家的兴奋和麻痹,估计剩下的尽是哀嚎!昨日,大热门的医药股<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> ,超额认购590倍,高瓴资本为基石投资者。首发当日便破发,最大跌幅26.28%,令人咋舌!数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客,一度成为港股打新的风向标。从2009年6月开始的瀚森制药,首日涨幅36.75%;12月的启明医疗,首日涨幅30.45%,保利物业,首日涨幅29.20%,到今年6月份的康基医疗,首日涨幅翻倍!一直到上个月上市的明源云,上市当日也近乎翻倍,最后到本月初上市的云顶新耀,暗盘首日都超过30%!从2019年走过2020年,高瓴哪一次不是大获丰收,然而为什么这次在先声药业上却栽了跟头呢?数据源自交易宝从先声药业二级市场席位数据可以判断,摩根士丹利已经开启绿鞋并执行,在上市首日和第二日拼命购买仍旧无济于事,过高的估值,二级市场并不买单,而且你无法阻止那些大量不限售的散户投资者!数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元,市值最高一度超10亿美元,后被浑水和香橼多次做空,以及收购公司爆出狂犬疫苗造假案,公司于2013年私有","listText":"物业股收割的季节尚未过去,生物医药却也迫不及待地抄起了手上的镰刀,看着锈迹斑斑的刀刃(业绩亏损),不如换个黄金刀柄(基石投资者),再把刀口磨上一磨,上阵收割!冬季已悄然来临,注定不会是收获的季节,却是最佳的收割季节;毕竟,秋天的果实,还都在口袋吧?曾几何时,港股物业股和生物医药股还都是市场争相追捧的萌宠。“10倍杠杆,20倍杠杆,上乙组!”各种口号,撩的散户们财心荡漾,小鹿乱撞。在那个买到即赚到的日子,港股市场尽是繁华盛世。而今时今日的港股市场,如果除去蚂蚁带给大家的兴奋和麻痹,估计剩下的尽是哀嚎!昨日,大热门的医药股<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> ,超额认购590倍,高瓴资本为基石投资者。首发当日便破发,最大跌幅26.28%,令人咋舌!数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客,一度成为港股打新的风向标。从2009年6月开始的瀚森制药,首日涨幅36.75%;12月的启明医疗,首日涨幅30.45%,保利物业,首日涨幅29.20%,到今年6月份的康基医疗,首日涨幅翻倍!一直到上个月上市的明源云,上市当日也近乎翻倍,最后到本月初上市的云顶新耀,暗盘首日都超过30%!从2019年走过2020年,高瓴哪一次不是大获丰收,然而为什么这次在先声药业上却栽了跟头呢?数据源自交易宝从先声药业二级市场席位数据可以判断,摩根士丹利已经开启绿鞋并执行,在上市首日和第二日拼命购买仍旧无济于事,过高的估值,二级市场并不买单,而且你无法阻止那些大量不限售的散户投资者!数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元,市值最高一度超10亿美元,后被浑水和香橼多次做空,以及收购公司爆出狂犬疫苗造假案,公司于2013年私有","text":"物业股收割的季节尚未过去,生物医药却也迫不及待地抄起了手上的镰刀,看着锈迹斑斑的刀刃(业绩亏损),不如换个黄金刀柄(基石投资者),再把刀口磨上一磨,上阵收割!冬季已悄然来临,注定不会是收获的季节,却是最佳的收割季节;毕竟,秋天的果实,还都在口袋吧?曾几何时,港股物业股和生物医药股还都是市场争相追捧的萌宠。“10倍杠杆,20倍杠杆,上乙组!”各种口号,撩的散户们财心荡漾,小鹿乱撞。在那个买到即赚到的日子,港股市场尽是繁华盛世。而今时今日的港股市场,如果除去蚂蚁带给大家的兴奋和麻痹,估计剩下的尽是哀嚎!昨日,大热门的医药股$先声药业(02096)$ ,超额认购590倍,高瓴资本为基石投资者。首发当日便破发,最大跌幅26.28%,令人咋舌!数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客,一度成为港股打新的风向标。从2009年6月开始的瀚森制药,首日涨幅36.75%;12月的启明医疗,首日涨幅30.45%,保利物业,首日涨幅29.20%,到今年6月份的康基医疗,首日涨幅翻倍!一直到上个月上市的明源云,上市当日也近乎翻倍,最后到本月初上市的云顶新耀,暗盘首日都超过30%!从2019年走过2020年,高瓴哪一次不是大获丰收,然而为什么这次在先声药业上却栽了跟头呢?数据源自交易宝从先声药业二级市场席位数据可以判断,摩根士丹利已经开启绿鞋并执行,在上市首日和第二日拼命购买仍旧无济于事,过高的估值,二级市场并不买单,而且你无法阻止那些大量不限售的散户投资者!数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元,市值最高一度超10亿美元,后被浑水和香橼多次做空,以及收购公司爆出狂犬疫苗造假案,公司于2013年私有","images":[{"img":"https://static.tigerbbs.com/4f2e8b6fa9f24c4d2905f092cf4d9e77","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/c0db5809f2e455cda83f377236eb5cca","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/bc4b1c711ad5f36f39f671742e6cc34b","width":"600","height":"370"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308308558","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}