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T20210101801
挖矿中。。。。
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T20210101801
03-15
老虎国际的运营方你们发现没更新软件的工程师越更新的越难用,还没有老版本好用,我要用Tiger trade版本的,不要老虎国际版的,里面各种各样的花里胡哨的,各种各样的模块模板被改来改去改的没法用,看的方式和各种使用方式习惯一点不利于交易者,连技术指标的数据指数等都搞的越来越乱,没有以前那么纯粹了,老虎国际运营你们自己经常做交易不?看的习惯不?尽快把版本还原回去,这升级的能从概率学上解释都能让人赔的概率大于赢的概率,麻烦那些工程师些码农让他们自己来交易一下,感受一下怎么交易习惯怎么看比较合适,模块模板你们不会设置几个吗?就那么两个怎么看怎么改?
T20210101801
01-15
2024依然继续做多,有机会就干。。。
T20210101801
01-14
2024年依然全年做多美股市场,找机会做多,子弹已上膛,可惜有限,有子弹的干!
T20210101801
2023-03-08
真的是一堆拿着不是自己的子弹买一堆废,拜托买不来配置不好就买上证50,还有沪深300也行,配置一堆没劲的,能把社保资金做起来我就服你们,还说做持平,能不亏都谢天谢地了,做稳定增长就去看上证50找机会配置好就完事儿。[白眼]
“国家队”持仓曝光!这些个股被连续8年持有
T20210101801
2023-02-03
子弹已上膛,全年找机会上车,做多行情,周月级别的行情,有子弹就上呀,可惜子弹有限。。。
T20210101801
2022-11-22
你觉得我会信爱奇艺有超过1亿的会员吗?如果按开vip的恐怕如果有1%都够厉害的了,那都是年营业额几十亿,问题是按我们平常人使用情况,我们这栋楼和朋友圈很少有人开vip的,开的多数都是读高中大学类的年轻居多,连上面好多片都不全,越来越落后,所以想在资本市场捞钱还的是把财报做漂亮呀,问题使用者觉得它可能会其它被逐步取代市场,所以普通投资者还是不看好的,大家别高兴太早,接着看。
爱奇艺第三季度营收75亿元,净亏损同比大幅收窄
T20210101801
2022-01-22
$道琼斯(.DJI)$
全世界的人注意国内外金融市场的风险,美股各大指数注意回撤幅度短期目标看-20%个股涨幅巨大的可能回撤对半,一般价值个股可能目标回撤20-30%,控制仓位风险等三月来加息后盘子稳定了再考虑操作,到时候别说没子弹了就麻烦了。
T20210101801
2021-10-08
这新闻是哪个没水准的人抄过来的,抄作业也把2022年的一季度财报都抄过来了,不好意思我只需要看20121年的,再见![弱]
芒格增持阿里:首笔买入已亏37%,为何如此看好?
T20210101801
2021-09-04
滴滴,上车了,准备拿一些时间。[财迷]
T20210101801
2021-03-30
$富国银行(WFC)$
抄了把巴菲特的低[财迷]
T20210101801
2019-02-01
$苹果(AAPL)$ 觉得苹果的估值目测应该反弹一下,有修复的需要,日图周图都有形态支撑。[开心]
T20210101801
2018-10-15
黄金突破压力位,迎来一波月图级别的反弹行情,大家注意关注抓住这波机会了。
T20210101801
2018-10-12
黄金突破压力位,如果再次回到4小时图挖坑不破位,可以小损丢多单,控制仓位坚持拿一大波,非美货币也注意把我机会多头趋势行情,股票市场可能会持续利空。
T20210101801
2018-07-26
$Facebook(FB)2018年第二季度营收132.31亿美元,去年同期为93.21亿美元。第二季度月度活跃用户数22.3亿,市场预期22.5亿。营收增加了反而被0.2的活跃拖累,又成了一次洗牌,一次投机倒把机会。
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","listText":"真的是一堆拿着不是自己的子弹买一堆废,拜托买不来配置不好就买上证50,还有沪深300也行,配置一堆没劲的,能把社保资金做起来我就服你们,还说做持平,能不亏都谢天谢地了,做稳定增长就去看上证50找机会配置好就完事儿。[白眼] ","text":"真的是一堆拿着不是自己的子弹买一堆废,拜托买不来配置不好就买上证50,还有沪深300也行,配置一堆没劲的,能把社保资金做起来我就服你们,还说做持平,能不亏都谢天谢地了,做稳定增长就去看上证50找机会配置好就完事儿。[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627859876","repostId":"1142954416","repostType":2,"repost":{"id":"1142954416","kind":"news","pubTimestamp":1678152664,"share":"https://www.laohu8.com/m/news/1142954416?lang=&edition=full","pubTime":"2023-03-07 09:31","market":"sh","language":"zh","title":"“国家队”持仓曝光!这些个股被连续8年持有","url":"https://stock-news.laohu8.com/highlight/detail?id=1142954416","media":"第一财经","summary":"“长情”且“专一”是中证金融和中央汇金的持仓特点。","content":"<div>\n<p>随着A股上市公司2022年年报渐次披露,国家队持仓也逐渐浮出水面。Choice数据显示,截至发稿,社保基金、中国证券金融股份有限公司(下称“中证金融”)、中央汇金资产管理有限责任公司和中央汇金投资有限责任公司(下称“中央汇金”)共计出现在18家上市公司前十大股东或流通股名单中。“长情”且“专一”是中证金融和中央汇金的持仓特点,包括方正证券等多只个股已连续8年被其持有。而社保基金则在专注部分标的同时...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MTM3NTMwNA==&mid=2661263499&idx=3&sn=11986d059267a030baa9130a2ae75132&chksm=bddd822c8aaa0b3a9dc87a9933efb9d16c396dba3a6a85babaac8b53fb0790e9b0225b3d899b#rd\">Web Link</a>\n\n</div>\n","source":"dyvj","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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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“国家队”持仓曝光!这些个股被连续8年持有\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 09:31 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MjM5MTM3NTMwNA==&mid=2661263499&idx=3&sn=11986d059267a030baa9130a2ae75132&chksm=bddd822c8aaa0b3a9dc87a9933efb9d16c396dba3a6a85babaac8b53fb0790e9b0225b3d899b#rd><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着A股上市公司2022年年报渐次披露,国家队持仓也逐渐浮出水面。Choice数据显示,截至发稿,社保基金、中国证券金融股份有限公司(下称“中证金融”)、中央汇金资产管理有限责任公司和中央汇金投资有限责任公司(下称“中央汇金”)共计出现在18家上市公司前十大股东或流通股名单中。“长情”且“专一”是中证金融和中央汇金的持仓特点,包括方正证券等多只个股已连续8年被其持有。而社保基金则在专注部分标的同时...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MTM3NTMwNA==&mid=2661263499&idx=3&sn=11986d059267a030baa9130a2ae75132&chksm=bddd822c8aaa0b3a9dc87a9933efb9d16c396dba3a6a85babaac8b53fb0790e9b0225b3d899b#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MTM3NTMwNA==&mid=2661263499&idx=3&sn=11986d059267a030baa9130a2ae75132&chksm=bddd822c8aaa0b3a9dc87a9933efb9d16c396dba3a6a85babaac8b53fb0790e9b0225b3d899b#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142954416","content_text":"随着A股上市公司2022年年报渐次披露,国家队持仓也逐渐浮出水面。Choice数据显示,截至发稿,社保基金、中国证券金融股份有限公司(下称“中证金融”)、中央汇金资产管理有限责任公司和中央汇金投资有限责任公司(下称“中央汇金”)共计出现在18家上市公司前十大股东或流通股名单中。“长情”且“专一”是中证金融和中央汇金的持仓特点,包括方正证券等多只个股已连续8年被其持有。而社保基金则在专注部分标的同时,于2022年四季度新晋或增持多只个股。中证金融、中央汇金长情持仓数据显示,中证金融和中央汇金总计出现在徐工机械、方正证券、康缘药业、同花顺这4家上市公司前十大股东或流通股名单中。而“长情”是中证金融和中央汇金持仓风格的共同写照。以徐工机械为例,公司于2月22日晚间披露的一则回购公告显示,截至2月17日中证金融持仓1.67亿股,占无限售条件股份总数比例为3.45%。中证金融首次进入徐工机械前十大股东名单则可追溯至2015年三季度,截至当季度末中证金融持仓数达1.23亿股。直到2017年四季度,中证金融开始逐渐加仓徐工机械。2017年四季度加仓84万股,2018年一季度加仓2021.71万股,2018年二季度加仓1746.66万股,2018年三季度加仓504万股。截至2018年三季度末持仓数达1.67亿股,此后一直未减持。方正证券同样如此。2022年报显示,截至去年末,中证金融持仓方正证券1.39亿股,而中央汇金持仓1.36亿股。中证金融和中央汇金首次持仓方正证券均发生于2015年三季度,截至当季度末持仓数分别达2.46亿股和1.39亿股。此后中证金融分别于2015年四季度、2016年一季度、2016年四季度、2017年一季度、2017年三季度、2017年四季度、2021年一季度分别减持方正证券。相较于中证金融对于方正证券的持续减持,中央汇金显得更加“专情”。仅仅在2021年四季度减持295.54万股,其余时间均未调仓。此外,针对康缘药业和同花顺,中证金融和中央汇金同样长期持仓。公告显示,2015年四季度中央汇金首次出现在康缘药业前十大股东名单中,截至2015年末持仓数达1523.34万股。此后分别于2016年二季度增持305万股、2021年四季度减持39.36万股。截至2022年末,中央汇金持仓康缘药业1788.65万股。而中证金融首次出现在同花顺前十大流通股东名单中的时间为2017年二季度,截至当季度末持仓数达509万股。此后分别于2017年三季度减持83万股、2017年四季度增持163万股。截至2022年末中证金融持仓同花顺股数为588.75万股。社保基金增持多只个股相较去年三季度末,多只股票在去年四季度获得社保基金的新进或增持。福田汽车获社保基金118组合增持2288.05万股,持股比例增加0.08个百分点。该社保基金组合于2022年三季度才首次进入福田汽车前十大股东名单中,截至当季度末持仓股为7477.04万股。万泽股份获社保基金103组合增持100万股,持股比例增加0.2个百分点。与此同时,阿尔特获社保基金17021组合增持76.04万股,顺络电子获养老保险基金16032组合增持89.81万股,安恒信息获社保基金406组合增持9.9万股,持仓比例变动均在0.1%及以上。社保基金413组合于去年四季度加仓顺络电子415.94万股,截至去年四季度末持股数达到1137.32万股,占总股本比例1.41%;社保基金114组合则新进森麒麟前十大流通股股东名单,持股507.25万股,占总股本比例0.78%。而社保基金增持方正证券方式则稍显“意外”。2022年5月,法院裁定将北京政泉控股有限公司持有的10.9亿股方正证券股份予以追缴、没收,过户至财政部指定的受让方名下,财政部指定社保基金会为受让方。11月4日,社保基金会完成上述股份过户登记,占公司总股本的13.24%。截至2022年末社保基金会成为公司第三大流通股股东。社保基金的持仓对象多为抗风险能力强的大盘蓝筹股,而新晋个股则分别属于基础化工、机械设备、非银金融、医药生物、汽车、电子等板块。除新晋多只个股外,中科创达、金禾实业、密尔克卫、利尔化学、杰克股份和长青集团等6只个股已连续八个季度为社保基金持有。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622882582,"gmtCreate":1675367792446,"gmtModify":1675370001716,"author":{"id":"3451195239687377","authorId":"3451195239687377","name":"T20210101801","avatar":"https://static.tigerbbs.com/2a513ee4ac04b94c79e40e30e64e047f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451195239687377","authorIdStr":"3451195239687377"},"themes":[],"htmlText":"子弹已上膛,全年找机会上车,做多行情,周月级别的行情,有子弹就上呀,可惜子弹有限。。。","listText":"子弹已上膛,全年找机会上车,做多行情,周月级别的行情,有子弹就上呀,可惜子弹有限。。。","text":"子弹已上膛,全年找机会上车,做多行情,周月级别的行情,有子弹就上呀,可惜子弹有限。。。","images":[{"img":"https://static.tigerbbs.com/8ba6fdbba008acf5a9fcfdd497617493","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/622882582","isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":667731223,"gmtCreate":1669125176263,"gmtModify":1669125179439,"author":{"id":"3451195239687377","authorId":"3451195239687377","name":"T20210101801","avatar":"https://static.tigerbbs.com/2a513ee4ac04b94c79e40e30e64e047f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451195239687377","authorIdStr":"3451195239687377"},"themes":[],"htmlText":"你觉得我会信爱奇艺有超过1亿的会员吗?如果按开vip的恐怕如果有1%都够厉害的了,那都是年营业额几十亿,问题是按我们平常人使用情况,我们这栋楼和朋友圈很少有人开vip的,开的多数都是读高中大学类的年轻居多,连上面好多片都不全,越来越落后,所以想在资本市场捞钱还的是把财报做漂亮呀,问题使用者觉得它可能会其它被逐步取代市场,所以普通投资者还是不看好的,大家别高兴太早,接着看。","listText":"你觉得我会信爱奇艺有超过1亿的会员吗?如果按开vip的恐怕如果有1%都够厉害的了,那都是年营业额几十亿,问题是按我们平常人使用情况,我们这栋楼和朋友圈很少有人开vip的,开的多数都是读高中大学类的年轻居多,连上面好多片都不全,越来越落后,所以想在资本市场捞钱还的是把财报做漂亮呀,问题使用者觉得它可能会其它被逐步取代市场,所以普通投资者还是不看好的,大家别高兴太早,接着看。","text":"你觉得我会信爱奇艺有超过1亿的会员吗?如果按开vip的恐怕如果有1%都够厉害的了,那都是年营业额几十亿,问题是按我们平常人使用情况,我们这栋楼和朋友圈很少有人开vip的,开的多数都是读高中大学类的年轻居多,连上面好多片都不全,越来越落后,所以想在资本市场捞钱还的是把财报做漂亮呀,问题使用者觉得它可能会其它被逐步取代市场,所以普通投资者还是不看好的,大家别高兴太早,接着看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/667731223","repostId":"1161551193","repostType":2,"repost":{"id":"1161551193","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":1669108354,"share":"https://www.laohu8.com/m/news/1161551193?lang=&edition=full","pubTime":"2022-11-22 17:12","market":"us","language":"zh","title":"爱奇艺第三季度营收75亿元,净亏损同比大幅收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=1161551193","media":"老虎资讯综合","summary":"归属于爱奇艺的净亏损为3.956亿元,而上年同期净亏损17亿元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>今日发布了截至9月30日的2022年第三季度财报。财报显示,爱奇艺第三季度总营收为75亿元(约合11亿美元),同比下滑2%。归属于爱奇艺的净亏损为3.956亿元(约合5560万美元),而上年同期净亏损17亿元。</p><p>不按美国通用会计准则(Non-GAAP),归属于爱奇艺的净利润为1.872元(约合2630万美元),而上年同期净亏损14亿元。</p><p>当季基于非美国通用会计准则财务指标(Non-GAAP)的运营利润5.24亿元,较二季度的3.44亿元大增53%,已连续三个季度实现运营盈利。</p><p>截至9月30日会员数达1.06亿,较6月30日增长超1000万;季度日均订阅会员数1.01亿,环比净增270万。爱奇艺创始人、CEO龚宇表示,通过今年前三个季度的努力,爱奇艺完成标志性逆转,业务表现远超年初设定的目标。</p><p>财报发布后,爱奇艺盘前持续拉升,截至发稿涨近12%。</p><p><img src=\"https://static.tigerbbs.com/b3951a7d97b6525ef8fe6d6ee259e016\" tg-width=\"934\" tg-height=\"452\" 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>爱奇艺第三季度营收75亿元,净亏损同比大幅收窄</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爱奇艺第三季度营收75亿元,净亏损同比大幅收窄\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\">2022-11-22 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>今日发布了截至9月30日的2022年第三季度财报。财报显示,爱奇艺第三季度总营收为75亿元(约合11亿美元),同比下滑2%。归属于爱奇艺的净亏损为3.956亿元(约合5560万美元),而上年同期净亏损17亿元。</p><p>不按美国通用会计准则(Non-GAAP),归属于爱奇艺的净利润为1.872元(约合2630万美元),而上年同期净亏损14亿元。</p><p>当季基于非美国通用会计准则财务指标(Non-GAAP)的运营利润5.24亿元,较二季度的3.44亿元大增53%,已连续三个季度实现运营盈利。</p><p>截至9月30日会员数达1.06亿,较6月30日增长超1000万;季度日均订阅会员数1.01亿,环比净增270万。爱奇艺创始人、CEO龚宇表示,通过今年前三个季度的努力,爱奇艺完成标志性逆转,业务表现远超年初设定的目标。</p><p>财报发布后,爱奇艺盘前持续拉升,截至发稿涨近12%。</p><p><img src=\"https://static.tigerbbs.com/b3951a7d97b6525ef8fe6d6ee259e016\" tg-width=\"934\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f48fbc541b07547e95dfb5b1221fb6ed","relate_stocks":{"IQ":"爱奇艺"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161551193","content_text":"爱奇艺今日发布了截至9月30日的2022年第三季度财报。财报显示,爱奇艺第三季度总营收为75亿元(约合11亿美元),同比下滑2%。归属于爱奇艺的净亏损为3.956亿元(约合5560万美元),而上年同期净亏损17亿元。不按美国通用会计准则(Non-GAAP),归属于爱奇艺的净利润为1.872元(约合2630万美元),而上年同期净亏损14亿元。当季基于非美国通用会计准则财务指标(Non-GAAP)的运营利润5.24亿元,较二季度的3.44亿元大增53%,已连续三个季度实现运营盈利。截至9月30日会员数达1.06亿,较6月30日增长超1000万;季度日均订阅会员数1.01亿,环比净增270万。爱奇艺创始人、CEO龚宇表示,通过今年前三个季度的努力,爱奇艺完成标志性逆转,业务表现远超年初设定的目标。财报发布后,爱奇艺盘前持续拉升,截至发稿涨近12%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630644428,"gmtCreate":1642848290228,"gmtModify":1642848290228,"author":{"id":"3451195239687377","authorId":"3451195239687377","name":"T20210101801","avatar":"https://static.tigerbbs.com/2a513ee4ac04b94c79e40e30e64e047f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451195239687377","authorIdStr":"3451195239687377"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>全世界的人注意国内外金融市场的风险,美股各大指数注意回撤幅度短期目标看-20%个股涨幅巨大的可能回撤对半,一般价值个股可能目标回撤20-30%,控制仓位风险等三月来加息后盘子稳定了再考虑操作,到时候别说没子弹了就麻烦了。","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>全世界的人注意国内外金融市场的风险,美股各大指数注意回撤幅度短期目标看-20%个股涨幅巨大的可能回撤对半,一般价值个股可能目标回撤20-30%,控制仓位风险等三月来加息后盘子稳定了再考虑操作,到时候别说没子弹了就麻烦了。","text":"$道琼斯(.DJI)$全世界的人注意国内外金融市场的风险,美股各大指数注意回撤幅度短期目标看-20%个股涨幅巨大的可能回撤对半,一般价值个股可能目标回撤20-30%,控制仓位风险等三月来加息后盘子稳定了再考虑操作,到时候别说没子弹了就麻烦了。","images":[{"img":"https://static.tigerbbs.com/311bd57cb0f3ffbec10e825e03a67c71","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630644428","isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823285913,"gmtCreate":1633632529366,"gmtModify":1633632529366,"author":{"id":"3451195239687377","authorId":"3451195239687377","name":"T20210101801","avatar":"https://static.tigerbbs.com/2a513ee4ac04b94c79e40e30e64e047f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451195239687377","authorIdStr":"3451195239687377"},"themes":[],"htmlText":"这新闻是哪个没水准的人抄过来的,抄作业也把2022年的一季度财报都抄过来了,不好意思我只需要看20121年的,再见![弱] ","listText":"这新闻是哪个没水准的人抄过来的,抄作业也把2022年的一季度财报都抄过来了,不好意思我只需要看20121年的,再见![弱] ","text":"这新闻是哪个没水准的人抄过来的,抄作业也把2022年的一季度财报都抄过来了,不好意思我只需要看20121年的,再见![弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823285913","repostId":"1166320983","repostType":2,"repost":{"id":"1166320983","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1633568740,"share":"https://www.laohu8.com/m/news/1166320983?lang=&edition=full","pubTime":"2021-10-07 09:05","market":"hk","language":"zh","title":"芒格增持阿里:首笔买入已亏37%,为何如此看好?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166320983","media":"券商中国","summary":"在近三个月股价下跌近50%之后,阿里巴巴美股迎来芒格的大举增持。\n近日,据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来,阿里巴巴股价下跌","content":"<p>在近三个月股价下跌近50%之后,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股迎来芒格的大举增持。</p>\n<p>近日,据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来,阿里巴巴股价下跌了近50%之后,Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度,该公司刚刚建仓阿里,彼时,有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后,抄底意图较为明显。</p>\n<p>今年8月初,阿里巴巴集团公布2022财年Q1财报的同时,抛出该集团有史以来最大规模的回购计划,从100亿美元提升至150亿美元。同月,公开表示“越跌越买”的段永平称,抄底了阿里巴巴和<a href=\"https://laohu8.com/S/00700\">腾讯</a>,向投资界释放了积极信号。</p>\n<p>不过,这一消息的释放,阿里巴巴美股并未受到明显刺激,10月6日,阿里巴巴美股收盘报144.10美元,股价涨0.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/2972eb32a3723cb01e2cfb4ed6d5b0d7\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>芒格旗下公司大举增持阿里巴巴</b></p>\n<p>近日,巴菲特“黄金搭档”、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。</p>\n<p>据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件,自7月份以来,阿里巴巴股价下跌了近50%之后,Daily Journal将阿里巴巴的持仓数量增加了82%。</p>\n<p>文件显示,近期Daily Journal购买了136740股阿里巴巴股票,使其股票总数达到302060股。不过,由于价格下跌,该公司的头寸仅从3700万美元增加到4500万美元。</p>\n<p>根据该公司于今年4月5日提交给美国证监会的文件,该公司在今年第一季度建仓阿里巴巴,在3月底的持股数为165320股,以当时的股价计算持仓市值约3750万美元,占其投资组合的19%。</p>\n<p><b>一般不轻易对其投资组合做出改变的芒格,在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过,在其买入阿里巴巴美股之后,股价并未提振,反而一路下跌至今,截至10月6日,其股价已相比当初持仓价格下跌近37%。</b></p>\n<p>此前,Daily Journal与4月发布了一份声明,对重仓阿里的原因进行了解释。</p>\n<p>“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是,由于当前美债回报率如此之低,公司转而投资了普通股,”声明表示。也就是说,Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。</p>\n<p>声明还补充称,若不是一只股票的长期前景“看起来不错”,否则它就不能被视为良好的现金等价物。彼时,也有分析认为,查理·芒格建仓的时机大概率是在阿里巴巴大跌之后,抄底意图较为明显。</p>\n<p><b>阿里股价相比最高点已“腰斩”</b></p>\n<p>今年以来,在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下,海外上市的中概股经历了大幅度的下跌,互联网板块跌幅尤为剧烈。</p>\n<p>数据显示,阿里巴巴美股今年最高价格为274.29美元/股,截至10月6日收盘,其股价已跌至143.14美元/股,在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元,至今已跌去55.17%,市值蒸发近4790亿美元,约合人民币3.09万亿元。</p>\n<p>与此同时,阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股,截至10月7日收盘,港股股价已跌至137.3港元/股,在8个月左右的时间里下跌了49%,相比去年10月末的盘中最高价309.4港元,至今已跌去了55.4%。</p>\n<p>风险是涨出来,机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后,是否意味着新的投资机会已经来了?</p>\n<p>今年8月初,阿里巴巴集团公布2022财年Q1(4月1日-6月30日)财报显示,阿里巴巴集团董事会将其股份回购计划提额至150亿美元(约合970亿元人民币),有效期到2022年底;当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。</p>\n<p>无独有偶,投资圈“大佬”段永平8月公开表示其“越跌越买”,8月18日已分别买入了阿里巴巴和腾讯,向投资界释放了积极信号。</p>\n<p><b>国内外机构怎么看?</b></p>\n<p>据阿里巴巴公布的2022财年第一季度财报,截至6月末,该集团营收达2057.40亿人民币,同比增加33.81%。净利润428.35亿元,较去年同期下降7.76%。同时,今年一季度以来,<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>的净利润环比也出现了下滑。</p>\n<p>近日,<a href=\"https://laohu8.com/S/601066\">中信建投</a>发布研报预计,阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元,分板块看,预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 15%。</p>\n<p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报认为,阿里巴巴关键战略领域如社区商业平台、淘特和Lazada,收益于坚定的投资计划正处于加速增长期,商品交易总额和用户基数增长强劲,这将对长期收入和盈利增长构成支撑。</p>\n<p>同时,<a href=\"https://laohu8.com/S/06886\">华泰证券</a>认为,阿里巴巴的企业互联网业务收入短期或面临阻力,但长期收入和盈利增长前景不受影响,主因阿里巴巴拥有强大的技术能力,可以有效帮助传统企业提高运营效率和推进数字化转型。</p>\n<p>瑞信发研报指出,阿里巴巴即将公布9月底止第二财季业绩,收入预期将按年增长32%至2,040亿元人民币。瑞信同时表示,消费放缓和竞争加剧下,阿里长期投资增加,利润率可能面临压力,未来将关注社区团购及淘宝聚划算等新业务,以及平台互联逐步推出对GMV及用户量增长的支持作用,目标价维持“跑赢大市”评级。</p>\n<p>近日,投资公司Needham分析师文森特·余(Vincent Yu)称,中国经济增速放缓会影响阿里巴巴销售,将其中国商务业务营收预期下调7%。但文森特·余预计阿里巴巴会继续增加新用户,市场份额也会逐步增长。他认为,阿里巴巴当前股价“非常有吸引力”。</p>\n<p>近期,在26名华尔街分析师对阿里巴巴的评级中,23名分析师给予“买进”评级,2名分析师给予“持有”评级,1名分析师给予“卖出”评级。</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>芒格增持阿里:首笔买入已亏37%,为何如此看好?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芒格增持阿里:首笔买入已亏37%,为何如此看好?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-10-07 09:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在近三个月股价下跌近50%之后,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股迎来芒格的大举增持。</p>\n<p>近日,据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来,阿里巴巴股价下跌了近50%之后,Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度,该公司刚刚建仓阿里,彼时,有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后,抄底意图较为明显。</p>\n<p>今年8月初,阿里巴巴集团公布2022财年Q1财报的同时,抛出该集团有史以来最大规模的回购计划,从100亿美元提升至150亿美元。同月,公开表示“越跌越买”的段永平称,抄底了阿里巴巴和<a href=\"https://laohu8.com/S/00700\">腾讯</a>,向投资界释放了积极信号。</p>\n<p>不过,这一消息的释放,阿里巴巴美股并未受到明显刺激,10月6日,阿里巴巴美股收盘报144.10美元,股价涨0.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/2972eb32a3723cb01e2cfb4ed6d5b0d7\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>芒格旗下公司大举增持阿里巴巴</b></p>\n<p>近日,巴菲特“黄金搭档”、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。</p>\n<p>据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件,自7月份以来,阿里巴巴股价下跌了近50%之后,Daily Journal将阿里巴巴的持仓数量增加了82%。</p>\n<p>文件显示,近期Daily Journal购买了136740股阿里巴巴股票,使其股票总数达到302060股。不过,由于价格下跌,该公司的头寸仅从3700万美元增加到4500万美元。</p>\n<p>根据该公司于今年4月5日提交给美国证监会的文件,该公司在今年第一季度建仓阿里巴巴,在3月底的持股数为165320股,以当时的股价计算持仓市值约3750万美元,占其投资组合的19%。</p>\n<p><b>一般不轻易对其投资组合做出改变的芒格,在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过,在其买入阿里巴巴美股之后,股价并未提振,反而一路下跌至今,截至10月6日,其股价已相比当初持仓价格下跌近37%。</b></p>\n<p>此前,Daily Journal与4月发布了一份声明,对重仓阿里的原因进行了解释。</p>\n<p>“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是,由于当前美债回报率如此之低,公司转而投资了普通股,”声明表示。也就是说,Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。</p>\n<p>声明还补充称,若不是一只股票的长期前景“看起来不错”,否则它就不能被视为良好的现金等价物。彼时,也有分析认为,查理·芒格建仓的时机大概率是在阿里巴巴大跌之后,抄底意图较为明显。</p>\n<p><b>阿里股价相比最高点已“腰斩”</b></p>\n<p>今年以来,在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下,海外上市的中概股经历了大幅度的下跌,互联网板块跌幅尤为剧烈。</p>\n<p>数据显示,阿里巴巴美股今年最高价格为274.29美元/股,截至10月6日收盘,其股价已跌至143.14美元/股,在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元,至今已跌去55.17%,市值蒸发近4790亿美元,约合人民币3.09万亿元。</p>\n<p>与此同时,阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股,截至10月7日收盘,港股股价已跌至137.3港元/股,在8个月左右的时间里下跌了49%,相比去年10月末的盘中最高价309.4港元,至今已跌去了55.4%。</p>\n<p>风险是涨出来,机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后,是否意味着新的投资机会已经来了?</p>\n<p>今年8月初,阿里巴巴集团公布2022财年Q1(4月1日-6月30日)财报显示,阿里巴巴集团董事会将其股份回购计划提额至150亿美元(约合970亿元人民币),有效期到2022年底;当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。</p>\n<p>无独有偶,投资圈“大佬”段永平8月公开表示其“越跌越买”,8月18日已分别买入了阿里巴巴和腾讯,向投资界释放了积极信号。</p>\n<p><b>国内外机构怎么看?</b></p>\n<p>据阿里巴巴公布的2022财年第一季度财报,截至6月末,该集团营收达2057.40亿人民币,同比增加33.81%。净利润428.35亿元,较去年同期下降7.76%。同时,今年一季度以来,<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>的净利润环比也出现了下滑。</p>\n<p>近日,<a href=\"https://laohu8.com/S/601066\">中信建投</a>发布研报预计,阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元,分板块看,预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 15%。</p>\n<p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报认为,阿里巴巴关键战略领域如社区商业平台、淘特和Lazada,收益于坚定的投资计划正处于加速增长期,商品交易总额和用户基数增长强劲,这将对长期收入和盈利增长构成支撑。</p>\n<p>同时,<a href=\"https://laohu8.com/S/06886\">华泰证券</a>认为,阿里巴巴的企业互联网业务收入短期或面临阻力,但长期收入和盈利增长前景不受影响,主因阿里巴巴拥有强大的技术能力,可以有效帮助传统企业提高运营效率和推进数字化转型。</p>\n<p>瑞信发研报指出,阿里巴巴即将公布9月底止第二财季业绩,收入预期将按年增长32%至2,040亿元人民币。瑞信同时表示,消费放缓和竞争加剧下,阿里长期投资增加,利润率可能面临压力,未来将关注社区团购及淘宝聚划算等新业务,以及平台互联逐步推出对GMV及用户量增长的支持作用,目标价维持“跑赢大市”评级。</p>\n<p>近日,投资公司Needham分析师文森特·余(Vincent Yu)称,中国经济增速放缓会影响阿里巴巴销售,将其中国商务业务营收预期下调7%。但文森特·余预计阿里巴巴会继续增加新用户,市场份额也会逐步增长。他认为,阿里巴巴当前股价“非常有吸引力”。</p>\n<p>近期,在26名华尔街分析师对阿里巴巴的评级中,23名分析师给予“买进”评级,2名分析师给予“持有”评级,1名分析师给予“卖出”评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/589736cc5cd2436a6310b13a7c413b64","relate_stocks":{"IEI":"iShares Barclays 3-7 Year Trea","TLT":"20+年以上美国国债ETF-iShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BND":"债券指数ETF-Vanguard美国","GOVT":"iShares安硕核心美国国债ETF","IEF":"债券指数ETF-iShares Barclays 7-10年"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166320983","content_text":"在近三个月股价下跌近50%之后,阿里巴巴美股迎来芒格的大举增持。\n近日,据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来,阿里巴巴股价下跌了近50%之后,Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度,该公司刚刚建仓阿里,彼时,有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后,抄底意图较为明显。\n今年8月初,阿里巴巴集团公布2022财年Q1财报的同时,抛出该集团有史以来最大规模的回购计划,从100亿美元提升至150亿美元。同月,公开表示“越跌越买”的段永平称,抄底了阿里巴巴和腾讯,向投资界释放了积极信号。\n不过,这一消息的释放,阿里巴巴美股并未受到明显刺激,10月6日,阿里巴巴美股收盘报144.10美元,股价涨0.67%。\n\n芒格旗下公司大举增持阿里巴巴\n近日,巴菲特“黄金搭档”、伯克希尔哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。\n据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件,自7月份以来,阿里巴巴股价下跌了近50%之后,Daily Journal将阿里巴巴的持仓数量增加了82%。\n文件显示,近期Daily Journal购买了136740股阿里巴巴股票,使其股票总数达到302060股。不过,由于价格下跌,该公司的头寸仅从3700万美元增加到4500万美元。\n根据该公司于今年4月5日提交给美国证监会的文件,该公司在今年第一季度建仓阿里巴巴,在3月底的持股数为165320股,以当时的股价计算持仓市值约3750万美元,占其投资组合的19%。\n一般不轻易对其投资组合做出改变的芒格,在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过,在其买入阿里巴巴美股之后,股价并未提振,反而一路下跌至今,截至10月6日,其股价已相比当初持仓价格下跌近37%。\n此前,Daily Journal与4月发布了一份声明,对重仓阿里的原因进行了解释。\n“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是,由于当前美债回报率如此之低,公司转而投资了普通股,”声明表示。也就是说,Daily 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