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阿白_2878

阿白_2878

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01-24

牛逼，重大利好

抱歉，原内容已删除

01-24

市场还是需要马云

抱歉，原内容已删除

2022-06-17

监管层终于做出了正确的决定

抱歉，原内容已删除

2022-06-09

是否支持阿里和蚂蚁，是市场看待监管层如何对待民营企业和互联网行业的最重要标志

传内地考虑重启蚂蚁集团IPO，仍期望在上海和香港两地上市

2021-08-19

这种文章写出来，不怕被监管层打击？虽然大家都觉得监管层成了民众心中的笑话

唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前中国科技股的溃败将持续下去

2020-08-21

大概率是真的

网易否认阿里巴巴将收购网易云音乐

去老虎APP查看更多动态

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202401241030537a3dd6ea&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点事件1月23日晚间，美股中概股追随国内股市周二涨势，强势反弹，纳斯达克金龙中国指数涨近5%，表现远胜大盘。1月24日早盘，中概互联ETF(159605)、中概互联网ETF(513050)盘中均涨近2%。消息面上，昨晚市场迎来利好，证监会再度定调要全力维护资本市场稳定运行，坚持稳中求进、以进促稳，把资本市场稳定运行放在更加突出的位置。此外，阿里巴巴集团创始人马云、蔡崇信大幅增持阿里股票。昨日晚间...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202401241030537a3dd6ea&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4526":"热门中概股","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4538":"云计算","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4220":"综合零售","BK4503":"景林资产持仓","BK4534":"瑞士信贷持仓","BK4587":"ChatGPT概念","BK4565":"NFT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1046422090.SGD":"Fidelity Pacific 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15:42","market":"us","language":"zh","title":"马云取代软银成为阿里巴巴最大股东","url":"https://stock-news.laohu8.com/highlight/detail?id=1116497720","media":"老虎资讯综合","summary":"1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。","content":"<html><head></head><body><p>1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。</p><p>据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。</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>马云取代软银成为阿里巴巴最大股东</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; 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.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马云取代软银成为阿里巴巴最大股东\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\">2024-01-24 15:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。</p><p>据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116497720","content_text":"1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689868950,"gmtCreate":1655468632775,"gmtModify":1704862500784,"author":{"id":"3462412044418171","authorId":"3462412044418171","name":"阿白_2878","avatar":"https://static.tigerbbs.com/6f0e59fd4f889ddc0cd30a7dadd257c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462412044418171","authorIdStr":"3462412044418171"},"themes":[],"htmlText":"监管层终于做出了正确的决定","listText":"监管层终于做出了正确的决定","text":"监管层终于做出了正确的决定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689868950","repostId":"2244192871","repostType":2,"repost":{"id":"2244192871","pubTimestamp":1655463923,"share":"https://www.laohu8.com/m/news/2244192871?lang=&edition=full","pubTime":"2022-06-17 19:05","market":"us","language":"zh","title":"据报人行接受蚂蚁集团成立金融控股公司申请  阿里(BABA.US)盘前急升10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2244192871","media":"AAFN","summary":"《路透》引述消息人士称，中国人民银行已接受蚂蚁集团成立金融控股公司的申请，意味在整改方面有重大进展，为未来潜在重启上市铺路。蚂蚁关连企业阿里  (BABA.US)美股盘前交易时段现急升约10%，报111.71美元。(da/a)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>《路透》引述消息人士称，中国人民银行已接受<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>成立金融控股公司的申请，意味在整改方面有重大进展，为未来潜在重启上市铺路。蚂蚁关连企业阿里  (BABA.US)美股盘前交易时段现急升约10%，报111.71美元。(da/a)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>据报人行接受蚂蚁集团成立金融控股公司申请  阿里(BABA.US)盘前急升10%</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据报人行接受蚂蚁集团成立金融控股公司申请  阿里(BABA.US)盘前急升10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 19:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1191473&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《路透》引述消息人士称，中国人民银行已接受蚂蚁集团成立金融控股公司的申请，意味在整改方面有重大进展，为未来潜在重启上市铺路。蚂蚁关连企业阿里  (BABA.US)美股盘前交易时段现急升约10%，报111.71美元。(da/a)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1191473&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","00388":"香港交易所","BK4548":"巴美列捷福持仓","09988":"阿里巴巴-W","BK4565":"NFT概念","BK4554":"元宇宙及AR概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4531":"中概回港概念","BK4575":"芯片概念","BK4534":"瑞士信贷持仓","BABA":"阿里巴巴","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1191473&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2244192871","content_text":"《路透》引述消息人士称，中国人民银行已接受蚂蚁集团成立金融控股公司的申请，意味在整改方面有重大进展，为未来潜在重启上市铺路。蚂蚁关连企业阿里  (BABA.US)美股盘前交易时段现急升约10%，报111.71美元。(da/a)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680336682,"gmtCreate":1654770520450,"gmtModify":1704860385402,"author":{"id":"3462412044418171","authorId":"3462412044418171","name":"阿白_2878","avatar":"https://static.tigerbbs.com/6f0e59fd4f889ddc0cd30a7dadd257c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462412044418171","authorIdStr":"3462412044418171"},"themes":[],"htmlText":"是否支持阿里和蚂蚁，是市场看待监管层如何对待民营企业和互联网行业的最重要标志","listText":"是否支持阿里和蚂蚁，是市场看待监管层如何对待民营企业和互联网行业的最重要标志","text":"是否支持阿里和蚂蚁，是市场看待监管层如何对待民营企业和互联网行业的最重要标志","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680336682","repostId":"2242388179","repostType":2,"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838605469,"gmtCreate":1629388484551,"gmtModify":1629388484551,"author":{"id":"3462412044418171","authorId":"3462412044418171","name":"阿白_2878","avatar":"https://static.tigerbbs.com/6f0e59fd4f889ddc0cd30a7dadd257c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462412044418171","authorIdStr":"3462412044418171"},"themes":[],"htmlText":"这种文章写出来，不怕被监管层打击？虽然大家都觉得监管层成了民众心中的笑话","listText":"这种文章写出来，不怕被监管层打击？虽然大家都觉得监管层成了民众心中的笑话","text":"这种文章写出来，不怕被监管层打击？虽然大家都觉得监管层成了民众心中的笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838605469","repostId":"2160757948","repostType":2,"repost":{"id":"2160757948","pubTimestamp":1629355980,"share":"https://www.laohu8.com/m/news/2160757948?lang=&edition=full","pubTime":"2021-08-19 14:53","market":"fut","language":"zh","title":"唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去","url":"https://stock-news.laohu8.com/highlight/detail?id=2160757948","media":"FX168","summary":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团和<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>给出“卖出”评级的分析师。</p><p><img oldsrc=\"W020210819531617999727.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531617999727.jpg\"/></p><p>(截图来源：《南华早报》)</p><p>文章指出，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。</p><p>Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”</p><p>7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。</p><p>在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。</p><p>Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”</p><p>Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。</p><p>这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。</p><p><img oldsrc=\"W020210819531618077973.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531618077973.jpg\"/></p><p>(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)</p><p>欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”</p><p>本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。</p><p>Manuel Muhl补充说：“很明显，没有人有任何法律手段来反对这些决定。公司不能投诉，投资者也不能保护自己的产权。无论如何，我们发现很难推荐投资一个具有如此多不确定性的行业。”</p></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    中国股市\n                                                \n</li>\n<li>\n\n                                                    中国\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://www.fx168.com/usstock/2108/5279405.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。...</p>\n\n<a href=\"https://www.fx168.com/usstock/2108/5279405.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.fx168.com/usstock/2108/W020210819532477710486.jpg","relate_stocks":{"BABA":"阿里巴巴","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"https://www.fx168.com/usstock/2108/5279405.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160757948","content_text":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。(截图来源：《南华早报》)文章指出，滴滴因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。Manuel Muhl补充说：“很明显，没有人有任何法律手段来反对这些决定。公司不能投诉，投资者也不能保护自己的产权。无论如何，我们发现很难推荐投资一个具有如此多不确定性的行业。”\n\n\n\n\n\n                                                    中国股市\n                                                \n\n\n\n                                                    中国\n                                                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href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1189619&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《彭博通讯社》报道，蚂蚁集团早前中断的中港两地上市计划，据称被监管部门重新提上议事日程，有望成为科技行业目前为止最具标志性的政策转捩点信号。报道引述知情人士指，中国证监会已经设立一个工作小组，评估重启蚂蚁集团A股上市的可行性方案。而监管机构对蚂蚁集团金融控股公司牌照的申请，已接近批准前的最後阶段。另一位知情人士指，蚂蚁集团仍期望最终在上海和香港两地上市。公司最新聘请港交所董事会主席史美伦担任独立...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1189619&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c1c66ff91a1b95dfe64af9cd111663c","relate_stocks":{"00388":"香港交易所","IPO":"Renaissance IPO ETF","09988":"阿里巴巴-W"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1189619&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2242388179","content_text":"《彭博通讯社》报道，蚂蚁集团早前中断的中港两地上市计划，据称被监管部门重新提上议事日程，有望成为科技行业目前为止最具标志性的政策转捩点信号。报道引述知情人士指，中国证监会已经设立一个工作小组，评估重启蚂蚁集团A股上市的可行性方案。而监管机构对蚂蚁集团金融控股公司牌照的申请，已接近批准前的最後阶段。另一位知情人士指，蚂蚁集团仍期望最终在上海和香港两地上市。公司最新聘请港交所董事会主席史美伦担任独立董事的举动，反映得到监管部门的认可，亦显示其上市事宜取得进展。其中一位知情人士指，监管部门最近几周对蚂蚁集团的重组提议加快了决策进程。阿里巴巴美股盘前快速拉升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838605469,"gmtCreate":1629388484551,"gmtModify":1629388484551,"author":{"id":"3462412044418171","authorId":"3462412044418171","name":"阿白_2878","avatar":"https://static.tigerbbs.com/6f0e59fd4f889ddc0cd30a7dadd257c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462412044418171","authorIdStr":"3462412044418171"},"themes":[],"htmlText":"这种文章写出来，不怕被监管层打击？虽然大家都觉得监管层成了民众心中的笑话","listText":"这种文章写出来，不怕被监管层打击？虽然大家都觉得监管层成了民众心中的笑话","text":"这种文章写出来，不怕被监管层打击？虽然大家都觉得监管层成了民众心中的笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838605469","repostId":"2160757948","repostType":2,"repost":{"id":"2160757948","pubTimestamp":1629355980,"share":"https://www.laohu8.com/m/news/2160757948?lang=&edition=full","pubTime":"2021-08-19 14:53","market":"fut","language":"zh","title":"唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去","url":"https://stock-news.laohu8.com/highlight/detail?id=2160757948","media":"FX168","summary":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团和<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>给出“卖出”评级的分析师。</p><p><img oldsrc=\"W020210819531617999727.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531617999727.jpg\"/></p><p>(截图来源：《南华早报》)</p><p>文章指出，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。</p><p>Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”</p><p>7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。</p><p>在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。</p><p>Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”</p><p>Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。</p><p>这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。</p><p><img oldsrc=\"W020210819531618077973.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531618077973.jpg\"/></p><p>(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)</p><p>欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”</p><p>本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。</p><p>Manuel Muhl补充说：“很明显，没有人有任何法律手段来反对这些决定。公司不能投诉，投资者也不能保护自己的产权。无论如何，我们发现很难推荐投资一个具有如此多不确定性的行业。”</p></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    中国股市\n                                                \n</li>\n<li>\n\n                                                    中国\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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>唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去</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唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.fx168.com/usstock/2108/5279405.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。...</p>\n\n<a href=\"https://www.fx168.com/usstock/2108/5279405.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.fx168.com/usstock/2108/W020210819532477710486.jpg","relate_stocks":{"BABA":"阿里巴巴","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"https://www.fx168.com/usstock/2108/5279405.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160757948","content_text":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。(截图来源：《南华早报》)文章指出，滴滴因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。Manuel Muhl补充说：“很明显，没有人有任何法律手段来反对这些决定。公司不能投诉，投资者也不能保护自己的产权。无论如何，我们发现很难推荐投资一个具有如此多不确定性的行业。”\n\n\n\n\n\n                                                    中国股市\n                                                \n\n\n\n                                                    中国\n                                                \n\n\n\n\n\n分享","news_type":1},"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979123333,"gmtCreate":1598023289322,"gmtModify":1704217741319,"author":{"id":"3462412044418171","authorId":"3462412044418171","name":"阿白_2878","avatar":"https://static.tigerbbs.com/6f0e59fd4f889ddc0cd30a7dadd257c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462412044418171","authorIdStr":"3462412044418171"},"themes":[],"htmlText":"大概率是真的","listText":"大概率是真的","text":"大概率是真的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979123333","repostId":"2061920716","repostType":2,"repost":{"id":"2061920716","pubTimestamp":1598010000,"share":"https://www.laohu8.com/m/news/2061920716?lang=&edition=full","pubTime":"2020-08-21 19:40","market":"us","language":"zh","title":"网易否认阿里巴巴将收购网易云音乐","url":"https://stock-news.laohu8.com/highlight/detail?id=2061920716","media":"界面新闻","summary":"财联社8月21日讯，今日有消息称，阿里巴巴将收购网易云音乐。网易集团公关人员回复称，“一个字，假。”","content":"<div>\n<p>财联社8月21日讯，今日有消息称，阿里巴巴将收购网易云音乐。网易集团公关人员回复称，“一个字，假。”</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008211940307aa23c05&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>网易否认阿里巴巴将收购网易云音乐</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9904678fcbc985189ca63c841ced90e1","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","NTES":"网易","09999":"网易-S","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008211940307aa23c05&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2061920716","content_text":"财联社8月21日讯，今日有消息称，阿里巴巴将收购网易云音乐。网易集团公关人员回复称，“一个字，假。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}