小刀乱灰的个人主页 - 老虎社区

小刀乱灰

小刀乱灰

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2020-03-23

$波音(BA)$$高盛(GS)$【#高盛将波音评级上调至买入# 目标价173美元】高盛：我们认为波音公司将继续经营下去。一旦解决了**问题，乘飞机旅行将会像以往一样受欢迎。因此，我们认为波音的股票应该以目前的价格买入，波音股价今年迄今下跌了70%，较2019年高点下跌80%，这已使波音成为迄今为止500亿美元市值中表现最差的标普股票。我们将波音股票评级从中性上调为买入；目标价173美元。波音股价上周五收报95.01美元，高盛给出的目标价意味着较目前股价上涨82%。

2020-03-17

$波音(BA)$茅台已经有三个波音的市值了！简直丧心病狂！

2020-08-25

$纳斯达克(.IXIC)$这拉升，帅，！

2020-10-30

等著被打臉吧！還在看好拜登呢？

抱歉，原内容已删除

2020-08-17

$纳斯达克(.IXIC)$必須創新高！牛逼！

2020-08-11

$NanoViricides Inc.(NNVC)$The small biopharma company NanoViricides has claimed it was close to clinical trials for a coronavirus treatment. Our investigation found the 15-year-old company has never done clinical trials and never made a penny in revenue. @AndreaDay reports. cnb.cx/2Oqb8WF靠，今晚难道大跌？

2020-08-19

$跟谁学(GSX)$別裝了，跳水吧！

2020-03-26

$吉利德科学(GILD)$建仓咯，搞个头寸。

2020-08-28

$道琼斯指数主连(YMmain)$ 逼空逼空！

2020-09-19

完犊子了！

2020-09-02

跳跳虎前来祝霍！火钳刘明！

维尼健康启动创业板上市辅导

2020-09-01

$BAE SYSTEMS PLC(BA..UK)$这股今天暴跌？

2020-08-18

呵呵，呵呵呵呵呵，，，

1个蚂蚁金服=4个SpaceX，凭什么？

2020-08-17

$跟谁学(GSX)$還裝模作樣的撐，趕緊跳水吧。這麼多個公司都看好你。

2020-03-19

$道琼斯(.DJI)$可以确定的说，5000点级别的反弹开始了。

2020-03-18

$道琼斯指数主连(YMmain)$还好，微弱的心跳又恢复了，，，

去老虎APP查看更多动态

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来源：中国证券网新三板公司维尼健康9月1日披露，公司近日向深圳证监局提交了首次公开发行股票并在创业板上市的辅导备案申请材料。8月31日深圳证监局受理了公司的辅导备案申请。目前公司正在接受国信证券上市辅导。维尼健康研发、生产与销售各类湿巾。今年上半年，公司实现营业收入10741.22万元，同比增长93.5%；净利润2517.01万元，同比增长163.94%。</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-09-01/doc-iivhuipp1971600.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"159915":"创业板","399006":"创业板指","000001.SH":"上证指数"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-09-01/doc-iivhuipp1971600.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064940626","content_text":"原标题：维尼健康启动创业板上市辅导 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13:22","market":"hk","language":"zh","title":"1个蚂蚁金服=4个SpaceX，凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144311441","media":"网易财经","summary":"要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公","content":"<div>\n<p>要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。一家金融类公司的市盈率通常在5倍左右，但一家科技独角兽公司的估值可以呈几何增长，最终可能达到上百倍。\n3、  根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg\">Web Link</a>\n\n</div>\n","source":"netease_stock","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>1个蚂蚁金服=4个SpaceX，凭什么？</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\">\n1个蚂蚁金服=4个SpaceX，凭什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-18 13:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg><strong>网易财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。一家金融类公司的市盈率通常在5倍左右，但一家科技独角兽公司的估值可以呈几何增长，最终可能达到上百倍。\n3、  根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d6cfb8346b53d2ef4f3dc8b84a0de59","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144311441","content_text":"要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。一家金融类公司的市盈率通常在5倍左右，但一家科技独角兽公司的估值可以呈几何增长，最终可能达到上百倍。\n3、  根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为第一大收入项。\n4、  蚂蚁金服的落地场景、以及所面对的庞大市场，与SpaceX基本是两个故事。马斯克和马云看似都在画饼，但是马斯克的饼还在画，马云的饼已经能变现充饥了。\n5、  支付宝看似为金融业务，但其实在支付宝每日上亿笔交易量的背后，都有一套精密的智能风控系统，在0.1秒之内，进行风险预警、检测、和拦截等各种复杂的工作。\n一组有趣的数据，尽管目前还没有任何官方披露的市值数据，但几乎所有人都肯定，蚂蚁集团寻求IPO估值至少在2000亿美元以上（约合1.4万亿元人民币）。\n而这个估值，足足相当于4个Space X，再配合2019年世界人工智能大会上，马斯克和马云的那场被外界评论为完全不在一个频道上的谈话食用，就更有内味儿了。\n一个是“人类之光”，一个是“不爱钱”的商业大佬，蚂蚁金服凭什么？\n蚂蚁金服 VS Space X，我们都一样\n马斯克的终极目标是把100万地球生物送到火星居住。Space X是他野心版图的一环，用NASA和美国军方的钱把火星“船票”的价格降低。5月31日，NASA的两名宇航员乘坐由SpaceX研制的载人飞船飞往国际空间站。SpaceX的估值也从360亿美元增至440亿美元。\n一时之间，马斯克称为高科技的代名词，被定义为“人类之光”。\n7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。\n蚂蚁内部人士说，如果知道今天会被大家误解为金融公司，当时就不会起这个名字——蚂蚁“金”服。\n更早以前，京东金融更名为“京东数科”，百度金融更名为“度小满”。\n其实我们熟悉的这些“金融公司”，都是科技公司，这也是为什么蚂蚁金服能拿到2000亿美元估值的原因所在。\n全球市值最高的前十大公司，除了石油垄断行业的沙特阿美不加入群聊，微软、苹果、亚马逊、谷歌、脸书、阿里巴巴、腾讯，不论主营业务是什么，都在对外强调自己的科技属性，反复宣传自己是科技公司。而金融行业的Berkshire Hathaway、Visa、JPMorgan的市值，远落后于前述互联网公司。\n因此，就连金融公司自己，也在向科技靠拢。比如，保险出身的平安集团在2008年就成立了平安科技（深圳）有限公司。\n所以，在资本眼里，蚂蚁金服在本质上跟马斯克的Speace X并无差别。2000美元的估值是给一家科技企业的估值。\n事实上，根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为第一大收入项。\n蚂蚁金服 VS Space X，我们不一样\n但是，同为科技公司，蚂蚁金服凭什么是Space X的4倍？\n因为蚂蚁金服的想象空间远远大于Space 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B的大客户。\n此外，很多我们还没有意识到的地方，早已成为科技巨头们的战场。而镶嵌在一个手机屏幕背后的这种城市服务，也是靠数据驱动的。网上查公积金服务、缴税服务、保险报销服务，还有现在出门就要用的健康码服务，都是这些科技公司的基本必备技能。\n所以，马斯克和马云看似都在画饼，但是马斯克的饼还在画，马云的饼已经能变现充饥了。\n看懂了这个逻辑，也就明白这四倍的差距到底在哪了。毫不客气的说，蚂蚁金服的估值，是在你我每一次打开支付宝的时候飞涨起来的。\n胸前的红领巾好像更红了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970343557,"gmtCreate":1597675442779,"gmtModify":1704216287740,"author":{"id":"3450083106525001","authorId":"3450083106525001","name":"小刀乱灰","avatar":"https://static.tigerbbs.com/ecaf0cb3dfc9e4d323b6f36e7affc560","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450083106525001","authorIdStr":"3450083106525001"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>還裝模作樣的撐，趕緊跳水吧。這麼多個公司都看好你。","listText":"<a 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逼空逼空！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973794052","isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975354085,"gmtCreate":1600447587147,"gmtModify":1703821731935,"author":{"id":"3450083106525001","authorId":"3450083106525001","name":"小刀乱灰","avatar":"https://static.tigerbbs.com/ecaf0cb3dfc9e4d323b6f36e7affc560","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450083106525001","authorIdStr":"3450083106525001"},"themes":[],"htmlText":"完犊子了！","listText":"完犊子了！","text":"完犊子了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975354085","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971566682,"gmtCreate":1598996345546,"gmtModify":1704220990590,"author":{"id":"3450083106525001","authorId":"3450083106525001","name":"小刀乱灰","avatar":"https://static.tigerbbs.com/ecaf0cb3dfc9e4d323b6f36e7affc560","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450083106525001","authorIdStr":"3450083106525001"},"themes":[],"htmlText":"跳跳虎前来祝霍！火钳刘明！","listText":"跳跳虎前来祝霍！火钳刘明！","text":"跳跳虎前来祝霍！火钳刘明！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971566682","repostId":"2064940626","repostType":2,"repost":{"id":"2064940626","pubTimestamp":1598965080,"share":"https://www.laohu8.com/m/news/2064940626?lang=&edition=full","pubTime":"2020-09-01 20:58","market":"hk","language":"zh","title":"维尼健康启动创业板上市辅导","url":"https://stock-news.laohu8.com/highlight/detail?id=2064940626","media":"涨乐财富通","summary":"原标题：维尼健康启动创业板上市辅导 来源：中国证券网新三板公司维尼健康9月1日披露，公司近日向深圳证监局提交了首次公开发行股票并在创业板上市的辅导备案申请材料。8月31日深圳证监局受理了公司的辅导备案","content":"<html><body><p>原标题：维尼健康启动创业板上市辅导 来源：中国证券网</p><p>新三板公司维尼健康9月1日披露，公司近日向深圳证监局提交了首次公开发行股票并在创业板上市的辅导备案申请材料。8月31日深圳证监局受理了公司的辅导备案申请。目前公司正在接受<a href=\"https://laohu8.com/S/002736\">国信证券</a>上市辅导。</p><p>维尼健康研发、生产与销售各类湿巾。今年上半年，公司实现营业收入10741.22万元，同比增长93.5%；净利润2517.01万元，同比增长163.94%。 </p></body></html>","source":"sina_symbol","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>维尼健康启动创业板上市辅导</title>\n<style 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来源：中国证券网新三板公司维尼健康9月1日披露，公司近日向深圳证监局提交了首次公开发行股票并在创业板上市的辅导备案申请材料。8月31日深圳证监局受理了公司的辅导备案申请。目前公司正在接受国信证券上市辅导。维尼健康研发、生产与销售各类湿巾。今年上半年，公司实现营业收入10741.22万元，同比增长93.5%；净利润2517.01万元，同比增长163.94%。</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-09-01/doc-iivhuipp1971600.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"159915":"创业板","399006":"创业板指","000001.SH":"上证指数"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-09-01/doc-iivhuipp1971600.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064940626","content_text":"原标题：维尼健康启动创业板上市辅导 来源：中国证券网新三板公司维尼健康9月1日披露，公司近日向深圳证监局提交了首次公开发行股票并在创业板上市的辅导备案申请材料。8月31日深圳证监局受理了公司的辅导备案申请。目前公司正在接受国信证券上市辅导。维尼健康研发、生产与销售各类湿巾。今年上半年，公司实现营业收入10741.22万元，同比增长93.5%；净利润2517.01万元，同比增长163.94%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971286397,"gmtCreate":1598967343819,"gmtModify":1704220847071,"author":{"id":"3450083106525001","authorId":"3450083106525001","name":"小刀乱灰","avatar":"https://static.tigerbbs.com/ecaf0cb3dfc9e4d323b6f36e7affc560","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450083106525001","authorIdStr":"3450083106525001"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA..UK\">$BAE SYSTEMS PLC(BA..UK)$</a>这股今天暴跌？","listText":"<a href=\"https://laohu8.com/S/BA..UK\">$BAE SYSTEMS PLC(BA..UK)$</a>这股今天暴跌？","text":"$BAE SYSTEMS PLC(BA..UK)$这股今天暴跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971286397","isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970891983,"gmtCreate":1597732194842,"gmtModify":1704216463678,"author":{"id":"3450083106525001","authorId":"3450083106525001","name":"小刀乱灰","avatar":"https://static.tigerbbs.com/ecaf0cb3dfc9e4d323b6f36e7affc560","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450083106525001","authorIdStr":"3450083106525001"},"themes":[],"htmlText":"呵呵，呵呵呵呵呵，，，","listText":"呵呵，呵呵呵呵呵，，，","text":"呵呵，呵呵呵呵呵，，，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970891983","repostId":"1144311441","repostType":2,"repost":{"id":"1144311441","pubTimestamp":1597728125,"share":"https://www.laohu8.com/m/news/1144311441?lang=&edition=full","pubTime":"2020-08-18 13:22","market":"hk","language":"zh","title":"1个蚂蚁金服=4个SpaceX，凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144311441","media":"网易财经","summary":"要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公","content":"<div>\n<p>要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。一家金融类公司的市盈率通常在5倍左右，但一家科技独角兽公司的估值可以呈几何增长，最终可能达到上百倍。\n3、  根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg\">Web Link</a>\n\n</div>\n","source":"netease_stock","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>1个蚂蚁金服=4个SpaceX，凭什么？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1个蚂蚁金服=4个SpaceX，凭什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-18 13:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg><strong>网易财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。一家金融类公司的市盈率通常在5倍左右，但一家科技独角兽公司的估值可以呈几何增长，最终可能达到上百倍。\n3、  根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d6cfb8346b53d2ef4f3dc8b84a0de59","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/UQX-FUUh4WgDb8rjCKxlYg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144311441","content_text":"要点速读：\n1、  蚂蚁集团寻求IPO估值至少在2000亿美元以上，足足相当于4个Space X。\n2、  7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。一家金融类公司的市盈率通常在5倍左右，但一家科技独角兽公司的估值可以呈几何增长，最终可能达到上百倍。\n3、  根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为第一大收入项。\n4、  蚂蚁金服的落地场景、以及所面对的庞大市场，与SpaceX基本是两个故事。马斯克和马云看似都在画饼，但是马斯克的饼还在画，马云的饼已经能变现充饥了。\n5、  支付宝看似为金融业务，但其实在支付宝每日上亿笔交易量的背后，都有一套精密的智能风控系统，在0.1秒之内，进行风险预警、检测、和拦截等各种复杂的工作。\n一组有趣的数据，尽管目前还没有任何官方披露的市值数据，但几乎所有人都肯定，蚂蚁集团寻求IPO估值至少在2000亿美元以上（约合1.4万亿元人民币）。\n而这个估值，足足相当于4个Space X，再配合2019年世界人工智能大会上，马斯克和马云的那场被外界评论为完全不在一个频道上的谈话食用，就更有内味儿了。\n一个是“人类之光”，一个是“不爱钱”的商业大佬，蚂蚁金服凭什么？\n蚂蚁金服 VS Space X，我们都一样\n马斯克的终极目标是把100万地球生物送到火星居住。Space X是他野心版图的一环，用NASA和美国军方的钱把火星“船票”的价格降低。5月31日，NASA的两名宇航员乘坐由SpaceX研制的载人飞船飞往国际空间站。SpaceX的估值也从360亿美元增至440亿美元。\n一时之间，马斯克称为高科技的代名词，被定义为“人类之光”。\n7月，蚂蚁金服的母公司名称从“浙江蚂蚁小微金融服务集团股份有限公司”变成“蚂蚁科技集团有限公司”。\n蚂蚁内部人士说，如果知道今天会被大家误解为金融公司，当时就不会起这个名字——蚂蚁“金”服。\n更早以前，京东金融更名为“京东数科”，百度金融更名为“度小满”。\n其实我们熟悉的这些“金融公司”，都是科技公司，这也是为什么蚂蚁金服能拿到2000亿美元估值的原因所在。\n全球市值最高的前十大公司，除了石油垄断行业的沙特阿美不加入群聊，微软、苹果、亚马逊、谷歌、脸书、阿里巴巴、腾讯，不论主营业务是什么，都在对外强调自己的科技属性，反复宣传自己是科技公司。而金融行业的Berkshire Hathaway、Visa、JPMorgan的市值，远落后于前述互联网公司。\n因此，就连金融公司自己，也在向科技靠拢。比如，保险出身的平安集团在2008年就成立了平安科技（深圳）有限公司。\n所以，在资本眼里，蚂蚁金服在本质上跟马斯克的Speace X并无差别。2000美元的估值是给一家科技企业的估值。\n事实上，根据媒体报道，蚂蚁集团规划，2021年技术服务收入占比将达到65%，超过支付收入成为第一大收入项。\n蚂蚁金服 VS Space X，我们不一样\n但是，同为科技公司，蚂蚁金服凭什么是Space X的4倍？\n因为蚂蚁金服的想象空间远远大于Space X，它的落地场景、它所面对的庞大市场，就更和后者完全是两个故事了。\n简单来说，蚂蚁金服已经服务的、或者以蚂蚁金服为代表的科技公司迟早要服务的，是整个地球上的人，但马斯克让人类成为多星球物种的野心，可能要等地球毁灭才能凸显作用。\n并不是说马斯克没用，而是商业无捷径，资本最无情，现在的资本只会关注当下和未来几年、十几年的赚钱能力，更远的故事，只能留给后人去讲。\n举个例子，“风控”几乎是一家金融机构的命脉，而这正是蚂蚁金服们的重要业务之一。你我熟悉的支付宝，看似为金融业务，但其实在支付宝每日上亿笔交易量的背后，有一套精密的智能风控系统，在0.1秒之内，进行风险预警、检测、和拦截等各种复杂的工作。\n其实包括蚂蚁金服在内的互联网巨头，此前都布局过金融，但2016年互联网金融严监管启幕，从网贷、银行、基金、互联网资管、小贷、消费金融都被整顿，于是从2017年开始，巨头们凭借强大的技术底气开始 “去金融化。\n而传统金融公司，天生缺少科技基因，最后很可能就变成了互联网科技公司To B的大客户。\n此外，很多我们还没有意识到的地方，早已成为科技巨头们的战场。而镶嵌在一个手机屏幕背后的这种城市服务，也是靠数据驱动的。网上查公积金服务、缴税服务、保险报销服务，还有现在出门就要用的健康码服务，都是这些科技公司的基本必备技能。\n所以，马斯克和马云看似都在画饼，但是马斯克的饼还在画，马云的饼已经能变现充饥了。\n看懂了这个逻辑，也就明白这四倍的差距到底在哪了。毫不客气的说，蚂蚁金服的估值，是在你我每一次打开支付宝的时候飞涨起来的。\n胸前的红领巾好像更红了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970343557,"gmtCreate":1597675442779,"gmtModify":1704216287740,"author":{"id":"3450083106525001","authorId":"3450083106525001","name":"小刀乱灰","avatar":"https://static.tigerbbs.com/ecaf0cb3dfc9e4d323b6f36e7affc560","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450083106525001","authorIdStr":"3450083106525001"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>還裝模作樣的撐，趕緊跳水吧。這麼多個公司都看好你。","listText":"<a 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