大笨钟的个人主页 - 老虎社区

大笨钟

大笨钟

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IP属地：湖南

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08-07

这么低的考核目标，抢股东的钱

格力大消息！董明珠在列

07-17

广发？是个什么研究机构？国内的？

Taiwan Semiconductor Is Overvalued Amid AI Exuberance

05-14

2%不错了，几千个种子客户，只要真正好，会有指数级的增长

机构数据：特斯拉FSD免费试用一个月后，仅2%车主选择订阅

05-14

2%不错了，几千个种子客户。

Only 2% of Tesla Full Self-Driving trial users end up buying it, credit card data show

05-14

看了照片，一脸老相，希望是越来越睿智，而不是恋栈

视频|铁娘子董明珠汉服妆造夜游洛邑古城

05-13

马斯克被人看空多了，不在乎他这一次。颠覆性的创新，能够被大空头看多才是怪事

“大空头”原型丹尼?摩西：仍看空特斯拉，50美元可能是个合理目标价

02-23

$纳指三倍做多ETF(TQQQ)$ 请教大神，为什么纳指在2021年11月份创历史高度16200点，TQQQ为90块，现在纳指16000点，TQQQ却只有60块？诚心求教各位大神[抱拳] [抱拳] [抱拳]

2023-10-27

$慕思股份(001323)$ 慕思枪法已乱。慕思最大的大本营在传统渠道，现在辛巴一场直播10亿，单价从19800降到4980，慕思的线下实体店会大量倒闭反水。

2023-08-04

$纳指三倍做多ETF(TQQQ)$

2022-11-16

$纳斯达克(.IXIC)$

2021-07-27

$新东方(EDU)$zui

2021-07-27

这篇文章不错，转发给大家看看

@幺鸠:$新东方(EDU)$改成自习室，这个不管

2021-02-18

$吉利德科学(GILD)$到底盈利与市盈率是多少？怎么显示盈利只有1毛钱，市盈率600多倍？大神能不能说明一下？

2021-02-05

错误百出

吉利德科学(GILD.US)Q4营收74.2亿美元，瑞德西韦销售额19.38亿美元

2020-10-12

只怕是个大包袱。11亿，每年只有几千万的利润，销售销售额增长还只有个位数

创业板首单背后：楚天科技重大资产重组注册的三大看点

2020-04-29

$吉利德科学(GILD)$没有对照组的数据，是不是自愈的也能达到14天60%的出院率？这种数据，肯定不是特效药的表现。

2020-04-07

苦日子还在后面。

抱歉，原内容已删除

2020-04-03

$吉利德科学(GILD)$无量上涨，是喜是忧？

2020-03-25

$吉利德科学(GILD)$孤儿药的定价是多少？

2020-03-24

$吉利德科学(GILD)$这个股一般是出坏消息猛涨，出好消息猛跌。

去老虎APP查看更多动态

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Text":"这么低的考核目标，抢股东的钱","listText":"这么低的考核目标，抢股东的钱","text":"这么低的考核目标，抢股东的钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335710431162768","repostId":"2456154372","repostType":2,"repost":{"id":"2456154372","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1722663480,"share":"https://www.laohu8.com/m/news/2456154372?lang=&edition=full","pubTime":"2024-08-03 13:38","market":"sh","language":"zh","title":"格力大消息！董明珠在列","url":"https://stock-news.laohu8.com/highlight/detail?id=2456154372","media":"中国基金报","summary":"公告显示，这份计划的参与人数不超过1.2万人，董明珠位列其中。格力电器称，董明珠已承诺不在公司第三期员工持股计划管理委员会中担任职务，同时放弃个人在持有人会议的提案权、表决权，因此，第三期员工持股计划与董明珠及其一致行动人明骏投资不构成一致行动关系。按照相关规定，格力电器第三期员工持股计划须经公司股东大会批准后方可实施。8月2日晚，格力电器还发布了第二期员工持股计划终止且继续履行自愿锁定期承诺的公告。","content":"<div>\n<p>来源：e公司8月2日深夜，格力电器（000651）披露了近10份公告，核心内容为公司推出了第三期员工持股计划。公告显示，这份计划的参与人数不超过1.2万人，董明珠位列其中。证券时报·e公司记者注意到，对于员工持股计划公司层面的业绩考核指标，格力电器此番选择了“净资产收益率”。相较于过往两份员工持股计划的考核指标相对单一一些。公告显示，格力电器第三期员工持股计划购买公司股份的价格为20.31元/股（...</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656119060&idx=3&sn=3a9b7486a3d220aaf534a6c7563ea024&chksm=8aee20cd0b2fa42dc1a45ac79dd01cc39f4ccf3f866fbf024d8adc686c45776ac59e5a239847&scene=0#rd\">Web Link</a>\n\n</div>\n","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=http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656119060&idx=3&sn=3a9b7486a3d220aaf534a6c7563ea024&chksm=8aee20cd0b2fa42dc1a45ac79dd01cc39f4ccf3f866fbf024d8adc686c45776ac59e5a239847&scene=0#rd><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：e公司8月2日深夜，格力电器（000651）披露了近10份公告，核心内容为公司推出了第三期员工持股计划。公告显示，这份计划的参与人数不超过1.2万人，董明珠位列其中。证券时报·e公司记者注意到，对于员工持股计划公司层面的业绩考核指标，格力电器此番选择了“净资产收益率”。相较于过往两份员工持股计划的考核指标相对单一一些。公告显示，格力电器第三期员工持股计划购买公司股份的价格为20.31元/股（...</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656119060&idx=3&sn=3a9b7486a3d220aaf534a6c7563ea024&chksm=8aee20cd0b2fa42dc1a45ac79dd01cc39f4ccf3f866fbf024d8adc686c45776ac59e5a239847&scene=0#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0012":"证金概念","000651":"格力电器","BK0196":"行业龙头","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0187":"一线龙头","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0175":"白马股","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","BK0014":"新能源汽车","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0188":"融资融券","BK0028":"国家队","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0224":"电气机械"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656119060&idx=3&sn=3a9b7486a3d220aaf534a6c7563ea024&chksm=8aee20cd0b2fa42dc1a45ac79dd01cc39f4ccf3f866fbf024d8adc686c45776ac59e5a239847&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2456154372","content_text":"来源：e公司8月2日深夜，格力电器（000651）披露了近10份公告，核心内容为公司推出了第三期员工持股计划。公告显示，这份计划的参与人数不超过1.2万人，董明珠位列其中。证券时报·e公司记者注意到，对于员工持股计划公司层面的业绩考核指标，格力电器此番选择了“净资产收益率”。相较于过往两份员工持股计划的考核指标相对单一一些。公告显示，格力电器第三期员工持股计划购买公司股份的价格为20.31元/股（截至8月2日收盘，公司股价报收于40.65元/股）；总资金规模不超过16.14亿元，由参与员工自筹。股票来源为格力电器回购专用账户中第四期回购计划已回购的部分股份。8月2日晚，格力电器同步披露，公司回购证券专用账户的股票数量为1.09亿股，公司拟注销其中3000万股，剩余的股票（7946.21万股，约占公司当前总股本的1.41%）则用于第三期员工持股计划。员工持股计划的持有人范围包括公司董监高人员（不含独立董事），以及公司及控股子公司对公司整体业绩和中长期发展具有重要作用的中层干部和核心员工，总数不超过1.2万人。其中，公司董事长、总裁董明珠，党委书记、董事张伟，董事、副总裁、董事会秘书邓晓博等7名董监高人士合计认购比例上限为30%。据悉，持有人会议为格力电器第三期员工持股计划的最高权力机构，由持有人会议选举产生管理委员会，进行员工持股计划的日常管理。格力电器称，董明珠已承诺不在公司第三期员工持股计划管理委员会中担任职务，同时放弃个人在持有人会议的提案权、表决权，因此，第三期员工持股计划与董明珠及其一致行动人明骏投资不构成一致行动关系。格力电器第三期员工持股计划的存续期为3年，锁定期为12个月。考核指标分为公司业绩考核指标与个人绩效考核指标。公司层面对应的两个考核期要求：2024年度、2025年度的加权平均净资产收益率均不低于20%。第一个考核期届满，若公司业绩考核指标不达标，第一期未能归属的股票全部递延至第二个考核期合并考核。若第二个考核期公司完成业绩考核指标，且两年净资产收益率算数平均值不低于20%，管理委员会将结合员工个人绩效考核结果，对第一个考核期递延的股票及第二个考核期的股票权益进行归属分配。资料显示，2022年、2023年，格力电器的加权平均净资产收益率分别为24.19%、26.53%。回归过往，格力电器第一期员工持股计划公司层面的考核指标为“年净利润增长率和现金分红额”；第二期员工持股计划在上述指标基础上增加了“加权平均净资产收益率”。对于推出第三期员工持股计划的原因，格力电器表示，受国际形势和宏观经济变化等因素影响，公司未来发展仍面临着诸多挑战，公司需逐步完善员工激励机制，促进公司高质量发展。此举是为充分激发员工潜力、创造更大价值，进一步完善股东与经营管理层、中层干部及核心员工之间的利益共享、风险共担机制。按照相关规定，格力电器第三期员工持股计划须经公司股东大会批准后方可实施。公司计划于8月19日召开2024年第一次临时股东大会，审议员工持股计划等相关事项。8月2日晚，格力电器还发布了第二期员工持股计划终止且继续履行自愿锁定期承诺的公告。据称，公司第二期员工持股计划锁定期于2月2日届满，持有人承诺在2032年5月1日前，不得自行出售或设定质押，否则管理委员会或工会有权处置或收回其对应的股份或收益。在此之前，格力电器于去年11月宣布，其第一期员工持股计划股票已全部通过非交易过户的方式过户至员工个人名下或出售，所持资产均为货币资金，员工持股计划提前终止。奈雪的茶，突发！\n\n文章原文","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328428150902816,"gmtCreate":1721197203524,"gmtModify":1721197205464,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"广发？是个什么研究机构？国内的？","listText":"广发？是个什么研究机构？国内的？","text":"广发？是个什么研究机构？国内的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328428150902816","repostId":"2451623297","repostType":2,"repost":{"id":"2451623297","kind":"highlight","pubTimestamp":1721115401,"share":"https://www.laohu8.com/m/news/2451623297?lang=&edition=full","pubTime":"2024-07-16 15:36","market":"us","language":"en","title":"Taiwan Semiconductor Is Overvalued Amid AI Exuberance","url":"https://stock-news.laohu8.com/highlight/detail?id=2451623297","media":"GuruFocus.com","summary":"Toward the end of 2022 and throughout 2023, Taiwan Semiconductor Manufacturing Co. Ltd.  was trading at exceptionally attractive valuations. However, now the GF Value chart is showing the stock to be significantly overvalued.In my opinion, these developments certainly add to the security of investing in Taiwan Semiconductor. However, one has to remember that the company's target market is already mature. Therefore, while AI markets are developing and HPC chips are likely to become more in demand as digitalization scales globally, Taiwan Semiconductor is unable to deliver the high growth that is more likely to occur in newer AI and semiconductor intellectual property companies. In addition, regulatory inhibitions surrounding AI and automation could inhibit growth in these sectors, which are predicted to be highly accretive to the company. That being said, Taiwan Semiconductor expects its AI-related revenue to double in 2024 and grow at a 50% compound annual rate over the next five years","content":"<html><head></head><body><p>Toward the end of 2022 and throughout 2023, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) was trading at exceptionally attractive valuations. However, now the GF Value chart is showing the stock to be significantly overvalued.</p><p>During my time writing and utilizing GuruFocus&#39; proprietary tools, I have come to trust the GF Value chart immensely. From my further research and analysis on Taiwan Semiconductor, there are significant drivers of sales and profitability expansion to come, and mitigation from geopolitical risks through global diversification of manufacturing. However, I believe the company&#39;s valuation multiples compared to history show reason to be cautious, especially when observing the potential overvaluation in other artificial intelligence-related companies like Nvidia (NASDAQ:NVDA) at this time.</p><h2 id=\"id_2334291147\">Operational developments</h2><ul style=\"\"><li><p>Warning! GuruFocus has detected 7 Warning Sign with TSM.</p></li></ul><p>The company is actively expanding its operations outside of Taiwan by building three fabrication facilities in Arizona over the next five years. Management said it is also building two plants in Japan over the next three years and has announced plans to jointly invest in European Semiconductor Manufacturing Company in Germany, with production targeted to begin by the end of 2027.</p><p>Taiwan Semiconductor continues to lead in advanced chip manufacturing and is developing a new chip-manufacturing technology called A16, which is expected to enter production in the second half of 2026. Management has also announced it is going to charge customers extra for manufacturing outside of Taiwan, as there are increased costs associated with new manufacturing sites like Arizona.</p><p>Starting this year, the company increased prices for its advanced process manufacturing by 3% to 6%. Major clients like Nvidia, Apple (AAPL) and Qualcomm (NASDAQ:QCOM) have shown a willingness to accept the price increases. This has led to many analysts raising price targets for the stock, with the company&#39;s long-term growth prospects being reinforced by the fact its higher pricing is likely to allow it to further develop its research and development and strengthen its moat.</p><p>In my opinion, these developments certainly add to the security of investing in Taiwan Semiconductor. However, one has to remember that the company&#39;s target market is already mature. Therefore, while AI markets are developing and HPC chips are likely to become more in demand as digitalization scales globally, Taiwan Semiconductor is unable to deliver the high growth that is more likely to occur in newer AI and semiconductor intellectual property companies. In addition, regulatory inhibitions surrounding AI and automation could inhibit growth in these sectors, which are predicted to be highly accretive to the company. That being said, Taiwan Semiconductor expects its AI-related revenue to double in 2024 and grow at a 50% compound annual rate over the next five years. It also expects AI-related revenue to potentially reach over 20% of its total revenue by 2028.</p><p>As CEO C.C. Wei said, &#34;Almost all the AI innovators are collaborating with TSMC to address the insatiable demand for energy-efficient computing power.&#34;</p><h2 id=\"id_2808749697\">Financial and valuation analysis</h2><p>Investors are anticipating future results with the current stock price growth the market has delivered, as the last year has actually seen both a revenue and net income contraction for Taiwan Semiconductor. In the first quarter, the company&#39;s revenue grew 16.50% year over year and its net income grew 8.90%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78ca857227cf2210b57520bfa2f70a40\" tg-width=\"1200\" tg-height=\"628\"/></p><p>Notably, Taiwan Semiconductor holds over 60% of the global semiconductor foundry market, which is significantly ahead of its closest competitor, Samsung (SSNGY), which holds around 14%. Therefore, competition is much less of a problem than for most major tech businesses as the company&#39;s moat in manufacturing advanced semiconductors is unmatched anywhere in the world. In my opinion, this is likely to allow the company to continue to scale its profitability margins over the long term. These are already incredibly high, with a net margin of 38.75% at the time of writing compared to 7.37% for Samsung, but notably lower than Nvidia&#39;s net margin of 53.40%, which has recently overtaken Taiwan Semiconductor on the metric.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe7ad84013f53894a4665ab3ba29bac2\" tg-width=\"1200\" tg-height=\"628\"/></p><p>Given its exceptional moat, a reasonable revenue CAGR for Taiwan Semiconductor is forecasted by leading analysts to be around 16% for the next five years. The earnings per share CAGR by analysts is expected to be around 24% over the next five years, which is indicative of the margin expansion opportunity I have outlined above. However, over the past five years, revenue has only grown at a CAGR of around 19% and earnings without non-recurring items at around 24% per annum. Therefore, a significant expansion in valuation multiples is unwarranted, in my opinion. Arguably, a slight expansion would be fair due to the potential for future exponential fundamental growth as a result of the company&#39;s continued support for AI systems, but this year, its valuation multiples have risen disproportionately to these near- and medium-term expected gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e419e1900abf3ae859f2a345009bd555\" tg-width=\"1200\" tg-height=\"628\"/></p><p>The chart above illustrates the concern I have that is preventing me from investing in the company at this time. It is further supported when we view the multiple expansion in tandem with future estimates, as depicted in the GF Value chart:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd83547b7d24b06723f6c663ac4ece1f\" tg-width=\"826\" tg-height=\"720\"/></p><p>In my opinion, despite the strengths that management has been able to deliver in driving revenue growth and profitability margin increases recently, as well as future strategy positives such as a direction toward AI, the stock is still too richly priced at present levels. In my opinion, investors would be wise to avoid allocating capital until the valuation has become more reasonable.</p><p>A price-sales ratio of around 7 would be more reasonable at this time, which would allow some expansion against the 10-year median of 6 but not inflated to levels that have obviously become unrealistic. The current price-sales ratio is around 11. Based on this analysis, I think it is highly likely the stock will experience short-term to medium-term volatility, especially as 2026 nears, which is when analysts are expecting the company&#39;s fundamental growth to ease somewhat following the current high-growth period of the cycle.</p><h2 id=\"id_3397021643\">Risk analysis</h2><p>I have noticed in my previous research on Taiwan Semiconductor that geopolitical tensions surrounding Taiwan are a significant threat. However, this is being eased by management&#39;s focus on international fabrication facilities. In addition, I believe it is quite likely that Donald Trump will be elected in November to the White House, and I have a favorable opinion that he will be diplomatic and appeasing to Chinese interests. However, if Biden is elected, there is likely to be growing tension in international relations, in my opinion, as a result of the Democratic Party supporting NATO expansion, which is causing tension with Russia, China and Iran. The international expansion strategy by Taiwan Semiconductor to mitigate the geopolitical risk is shrewd, but it will be difficult for the company to replicate the Taiwan-based model in other markets, including due to cultural differences and increased production costs.</p><p>TSMC is also facing weakness in traditional markets like smartphones and PCs, although its AI-related demand is growing rapidly. This further reinforces my previous point that many of TSMC&#39;s core markets are already saturated, and its heavy reliance on AI markets moving forward opens up risks with regulatory inhibitions. In addition to these growth concerns, the company operates in a highly cyclical industry that is dependent on the demands of various technology companies. This ecosystem is largely prone to recessionary pressures as many of the advanced technologies are seen as luxuries rather than necessities. Furthermore, high capital intensity should be understood to also influence cyclicality for TSMC, with periods of large build-outs and development reducing margins temporarily and periods of production that are highly margin expansive due to the moats it develops in manufacturing capability.</p><h2 id=\"id_3058124213\">Conclusion</h2><p>In my opinion, Taiwan Semiconductor is positioning itself operationally to be one of the most enduring and powerful companies in the world over the next few decades. In the meantime, however, I believe it is incredibly important that investors take note of the valuation. Because the market understands the long-term value here, there are likely to be periods of irrational exuberance fueled by trends and heightened anticipation around sector growth in AI, robotics and automation. In my opinion, Taiwan Semiconductor&#39;s stock is overvalued right now and investors who allocated years ago or during 2022-23 would be wise to hold, but buying at the present valuation multiples seems likely to bring short-term to medium-term downside.</p><p>This article first appeared on GuruFocus. <br/></p></body></html>","source":"yahoofinance","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>Taiwan Semiconductor Is Overvalued Amid AI Exuberance</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\">\nTaiwan Semiconductor Is Overvalued Amid AI Exuberance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-16 15:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/taiwan-semiconductor-overvalued-amid-ai-140003137.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Toward the end of 2022 and throughout 2023, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) was trading at exceptionally attractive valuations. However, now the GF Value chart is showing the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/taiwan-semiconductor-overvalued-amid-ai-140003137.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4559":"巴菲特持仓","BK4543":"AI","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4505":"高瓴资本持仓","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4581":"高盛持仓","BK4512":"苹果概念","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","TSM":"台积电","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"source_url":"https://finance.yahoo.com/news/taiwan-semiconductor-overvalued-amid-ai-140003137.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2451623297","content_text":"Toward the end of 2022 and throughout 2023, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) was trading at exceptionally attractive valuations. However, now the GF Value chart is showing the stock to be significantly overvalued.During my time writing and utilizing GuruFocus' proprietary tools, I have come to trust the GF Value chart immensely. From my further research and analysis on Taiwan Semiconductor, there are significant drivers of sales and profitability expansion to come, and mitigation from geopolitical risks through global diversification of manufacturing. However, I believe the company's valuation multiples compared to history show reason to be cautious, especially when observing the potential overvaluation in other artificial intelligence-related companies like Nvidia (NASDAQ:NVDA) at this time.Operational developmentsWarning! GuruFocus has detected 7 Warning Sign with TSM.The company is actively expanding its operations outside of Taiwan by building three fabrication facilities in Arizona over the next five years. Management said it is also building two plants in Japan over the next three years and has announced plans to jointly invest in European Semiconductor Manufacturing Company in Germany, with production targeted to begin by the end of 2027.Taiwan Semiconductor continues to lead in advanced chip manufacturing and is developing a new chip-manufacturing technology called A16, which is expected to enter production in the second half of 2026. Management has also announced it is going to charge customers extra for manufacturing outside of Taiwan, as there are increased costs associated with new manufacturing sites like Arizona.Starting this year, the company increased prices for its advanced process manufacturing by 3% to 6%. Major clients like Nvidia, Apple (AAPL) and Qualcomm (NASDAQ:QCOM) have shown a willingness to accept the price increases. This has led to many analysts raising price targets for the stock, with the company's long-term growth prospects being reinforced by the fact its higher pricing is likely to allow it to further develop its research and development and strengthen its moat.In my opinion, these developments certainly add to the security of investing in Taiwan Semiconductor. However, one has to remember that the company's target market is already mature. Therefore, while AI markets are developing and HPC chips are likely to become more in demand as digitalization scales globally, Taiwan Semiconductor is unable to deliver the high growth that is more likely to occur in newer AI and semiconductor intellectual property companies. In addition, regulatory inhibitions surrounding AI and automation could inhibit growth in these sectors, which are predicted to be highly accretive to the company. That being said, Taiwan Semiconductor expects its AI-related revenue to double in 2024 and grow at a 50% compound annual rate over the next five years. It also expects AI-related revenue to potentially reach over 20% of its total revenue by 2028.As CEO C.C. Wei said, \"Almost all the AI innovators are collaborating with TSMC to address the insatiable demand for energy-efficient computing power.\"Financial and valuation analysisInvestors are anticipating future results with the current stock price growth the market has delivered, as the last year has actually seen both a revenue and net income contraction for Taiwan Semiconductor. In the first quarter, the company's revenue grew 16.50% year over year and its net income grew 8.90%.Notably, Taiwan Semiconductor holds over 60% of the global semiconductor foundry market, which is significantly ahead of its closest competitor, Samsung (SSNGY), which holds around 14%. Therefore, competition is much less of a problem than for most major tech businesses as the company's moat in manufacturing advanced semiconductors is unmatched anywhere in the world. In my opinion, this is likely to allow the company to continue to scale its profitability margins over the long term. These are already incredibly high, with a net margin of 38.75% at the time of writing compared to 7.37% for Samsung, but notably lower than Nvidia's net margin of 53.40%, which has recently overtaken Taiwan Semiconductor on the metric.Given its exceptional moat, a reasonable revenue CAGR for Taiwan Semiconductor is forecasted by leading analysts to be around 16% for the next five years. The earnings per share CAGR by analysts is expected to be around 24% over the next five years, which is indicative of the margin expansion opportunity I have outlined above. However, over the past five years, revenue has only grown at a CAGR of around 19% and earnings without non-recurring items at around 24% per annum. Therefore, a significant expansion in valuation multiples is unwarranted, in my opinion. Arguably, a slight expansion would be fair due to the potential for future exponential fundamental growth as a result of the company's continued support for AI systems, but this year, its valuation multiples have risen disproportionately to these near- and medium-term expected gains.The chart above illustrates the concern I have that is preventing me from investing in the company at this time. It is further supported when we view the multiple expansion in tandem with future estimates, as depicted in the GF Value chart:In my opinion, despite the strengths that management has been able to deliver in driving revenue growth and profitability margin increases recently, as well as future strategy positives such as a direction toward AI, the stock is still too richly priced at present levels. In my opinion, investors would be wise to avoid allocating capital until the valuation has become more reasonable.A price-sales ratio of around 7 would be more reasonable at this time, which would allow some expansion against the 10-year median of 6 but not inflated to levels that have obviously become unrealistic. The current price-sales ratio is around 11. Based on this analysis, I think it is highly likely the stock will experience short-term to medium-term volatility, especially as 2026 nears, which is when analysts are expecting the company's fundamental growth to ease somewhat following the current high-growth period of the cycle.Risk analysisI have noticed in my previous research on Taiwan Semiconductor that geopolitical tensions surrounding Taiwan are a significant threat. However, this is being eased by management's focus on international fabrication facilities. In addition, I believe it is quite likely that Donald Trump will be elected in November to the White House, and I have a favorable opinion that he will be diplomatic and appeasing to Chinese interests. However, if Biden is elected, there is likely to be growing tension in international relations, in my opinion, as a result of the Democratic Party supporting NATO expansion, which is causing tension with Russia, China and Iran. The international expansion strategy by Taiwan Semiconductor to mitigate the geopolitical risk is shrewd, but it will be difficult for the company to replicate the Taiwan-based model in other markets, including due to cultural differences and increased production costs.TSMC is also facing weakness in traditional markets like smartphones and PCs, although its AI-related demand is growing rapidly. This further reinforces my previous point that many of TSMC's core markets are already saturated, and its heavy reliance on AI markets moving forward opens up risks with regulatory inhibitions. In addition to these growth concerns, the company operates in a highly cyclical industry that is dependent on the demands of various technology companies. This ecosystem is largely prone to recessionary pressures as many of the advanced technologies are seen as luxuries rather than necessities. Furthermore, high capital intensity should be understood to also influence cyclicality for TSMC, with periods of large build-outs and development reducing margins temporarily and periods of production that are highly margin expansive due to the moats it develops in manufacturing capability.ConclusionIn my opinion, Taiwan Semiconductor is positioning itself operationally to be one of the most enduring and powerful companies in the world over the next few decades. In the meantime, however, I believe it is incredibly important that investors take note of the valuation. Because the market understands the long-term value here, there are likely to be periods of irrational exuberance fueled by trends and heightened anticipation around sector growth in AI, robotics and automation. In my opinion, Taiwan Semiconductor's stock is overvalued right now and investors who allocated years ago or during 2022-23 would be wise to hold, but buying at the present valuation multiples seems likely to bring short-term to medium-term downside.This article first appeared on GuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305823201955840,"gmtCreate":1715698579020,"gmtModify":1715698581134,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"2%不错了，几千个种子客户，只要真正好，会有指数级的增长","listText":"2%不错了，几千个种子客户，只要真正好，会有指数级的增长","text":"2%不错了，几千个种子客户，只要真正好，会有指数级的增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305823201955840","repostId":"2435555543","repostType":2,"repost":{"id":"2435555543","kind":"news","pubTimestamp":1715669829,"share":"https://www.laohu8.com/m/news/2435555543?lang=&edition=full","pubTime":"2024-05-14 14:57","market":"us","language":"zh","title":"机构数据：特斯拉FSD免费试用一个月后，仅2%车主选择订阅","url":"https://stock-news.laohu8.com/highlight/detail?id=2435555543","media":"环球市场播报","summary":"特斯拉需要弄清楚，低订阅率是由于附加值低，还是99美元/月的订阅费用。","content":"<html><head></head><body><blockquote><p><strong>名特斯拉投资者、未来基金管理合伙人加里·布莱克引用了信用卡数据提供商Yipit的数据，该数据显示，在获得FSD一个月免费试用的特斯拉车主中，只有2%的人在试用期结束后真正订阅了该服务。</strong></p><p><strong>这一数字明显低于布莱克在特斯拉模型中假设的6%。布莱克指出，Yipit的调查样本量相对较小，可能不能代表整个特斯拉车主群体。他建议，特斯拉需要弄清楚，低订阅率是由于人们认为FSD服务的附加值低，还是由于99美元/月的订阅费用。</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c4cbdc46aef2cf453a29812968873e7\" tg-width=\"585\" tg-height=\"179\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在推广其全自动驾驶（FSD）技术方面面临着重大挑战，在该公司允许美国用户免费试用FSD一个月后，迄今为止只有2%的免费试用用户选择订阅。这引发了人们对这项技术未来的担忧。</p><p>知名特斯拉投资者、未来基金管理合伙人加里·布莱克在社交平台X上表达了他对FSD服务低订阅率的担忧。</p><p>他引用了信用卡数据提供商Yipit的数据，该数据显示，在获得FSD一个月免费试用的特斯拉车主中，只有2%的人在试用期结束后真正订阅了该服务。这一数字明显低于布莱克在特斯拉模型中假设的6%。</p><p>布莱克指出，Yipit的调查样本量相对较小，可能不能代表整个特斯拉车主群体。他建议，特斯拉需要弄清楚，低订阅率是由于人们认为FSD服务的附加值低，还是由于99美元/月的订阅费用。</p><p>布莱克写道：“一些看多者预测接受率会达到20%甚至更多——我们认为这是荒谬的估计。在180万次试验中，样本量仅为3500名用户，因此可能无法代表特斯拉车主群体。不过，特斯拉需要弄清楚，低接受率是由于低附加值，还是由于99美元/月的价格。”</p><p>Moomoo Technology的社区反馈论坛进一步强调了布莱克的担忧，该论坛质疑市场对FSD服务的期望，因为订阅率很低。</p><p>特斯拉FSD订阅服务的低接受率是该公司的一个重大问题，特别是考虑到对最新FSD版本FSD v12.3的高期望。根据YipitData的报告，不温不火的订阅率令人怀疑市场对新FSD系统的期望。</p></body></html>","source":"sina","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>机构数据：特斯拉FSD免费试用一个月后，仅2%车主选择订阅 </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机构数据：特斯拉FSD免费试用一个月后，仅2%车主选择订阅 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-14 14:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-05-14/doc-inavenmw3616999.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>名特斯拉投资者、未来基金管理合伙人加里·布莱克引用了信用卡数据提供商Yipit的数据，该数据显示，在获得FSD一个月免费试用的特斯拉车主中，只有2%的人在试用期结束后真正订阅了该服务。这一数字明显低于布莱克在特斯拉模型中假设的6%。布莱克指出，Yipit的调查样本量相对较小，可能不能代表整个特斯拉车主群体。他建议，特斯拉需要弄清楚，低订阅率是由于人们认为FSD服务的附加值低，还是由于99美元/月的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-05-14/doc-inavenmw3616999.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/bfd526b51934206fbe8a35780cec8afb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-05-14/doc-inavenmw3616999.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2435555543","content_text":"名特斯拉投资者、未来基金管理合伙人加里·布莱克引用了信用卡数据提供商Yipit的数据，该数据显示，在获得FSD一个月免费试用的特斯拉车主中，只有2%的人在试用期结束后真正订阅了该服务。这一数字明显低于布莱克在特斯拉模型中假设的6%。布莱克指出，Yipit的调查样本量相对较小，可能不能代表整个特斯拉车主群体。他建议，特斯拉需要弄清楚，低订阅率是由于人们认为FSD服务的附加值低，还是由于99美元/月的订阅费用。特斯拉在推广其全自动驾驶（FSD）技术方面面临着重大挑战，在该公司允许美国用户免费试用FSD一个月后，迄今为止只有2%的免费试用用户选择订阅。这引发了人们对这项技术未来的担忧。知名特斯拉投资者、未来基金管理合伙人加里·布莱克在社交平台X上表达了他对FSD服务低订阅率的担忧。他引用了信用卡数据提供商Yipit的数据，该数据显示，在获得FSD一个月免费试用的特斯拉车主中，只有2%的人在试用期结束后真正订阅了该服务。这一数字明显低于布莱克在特斯拉模型中假设的6%。布莱克指出，Yipit的调查样本量相对较小，可能不能代表整个特斯拉车主群体。他建议，特斯拉需要弄清楚，低订阅率是由于人们认为FSD服务的附加值低，还是由于99美元/月的订阅费用。布莱克写道：“一些看多者预测接受率会达到20%甚至更多——我们认为这是荒谬的估计。在180万次试验中，样本量仅为3500名用户，因此可能无法代表特斯拉车主群体。不过，特斯拉需要弄清楚，低接受率是由于低附加值，还是由于99美元/月的价格。”Moomoo Technology的社区反馈论坛进一步强调了布莱克的担忧，该论坛质疑市场对FSD服务的期望，因为订阅率很低。特斯拉FSD订阅服务的低接受率是该公司的一个重大问题，特别是考虑到对最新FSD版本FSD v12.3的高期望。根据YipitData的报告，不温不火的订阅率令人怀疑市场对新FSD系统的期望。","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305823138656536,"gmtCreate":1715698510756,"gmtModify":1715698512707,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"2%不错了，几千个种子客户。","listText":"2%不错了，几千个种子客户。","text":"2%不错了，几千个种子客户。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305823138656536","repostId":"2435512312","repostType":2,"repost":{"id":"2435512312","kind":"highlight","pubTimestamp":1715697260,"share":"https://www.laohu8.com/m/news/2435512312?lang=&edition=full","pubTime":"2024-05-14 22:34","market":"us","language":"en","title":"Only 2% of Tesla Full Self-Driving trial users end up buying it, credit card data show","url":"https://stock-news.laohu8.com/highlight/detail?id=2435512312","media":"Electrek","summary":"According to credit card data, only about 2% of the Tesla owners who used Full Self-Driving in the free month trial ended up buying it after.","content":"<html><body><div>\n<figure>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"800\" src=\"https://electrek.co/wp-content/uploads/sites/3/2024/05/tesla-fsd.png?w=1600\" srcset=\"https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2024/05/tesla-fsd.png?w=320&amp;quality=82&amp;strip=all&amp;ssl=1 320w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2024/05/tesla-fsd.png?w=640&amp;quality=82&amp;strip=all&amp;ssl=1 640w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2024/05/tesla-fsd.png?w=1024&amp;quality=82&amp;strip=all&amp;ssl=1 1024w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2024/05/tesla-fsd.png?w=1500&amp;quality=82&amp;strip=all&amp;ssl=1 1500w\" width=\"1600\"/></figure>\n<p>According to credit card data, only about 2% of the Tesla owners who used Full Self-Driving in the free month trial ended up buying it after.</p>\n<span></span>\n<p>Starting in March, Tesla offered a month of free trial of its Full Self-Driving (FSD) package to all its owners in North America.</p>\n<p>At the same time, the automaker slashed the cost of the package from $12,000 to $8,000 or $99 per month for the subscription model. Interestingly, that goes against what Elon Musk said. The CEO previously said that Tesla would keep increasing the price of the FSD package as it gets better.</p>\n<p>Yet, Tesla slashed the price just as it released the new v12 version of the system, which is a significant step forward.</p>\n<p>The automaker tried to increase the take rate of FSD with the new version by making more people try it with the free trial, and then tempting them to buy or subscribe to it with the price reduction.</p>\n<p>However, some data indicates that Tesla wasn’t really successful with the strategy.</p>\n<p>YipitData accessed credit card data from about 3,500 Tesla owners who participated in the trial and found that only 50 bought or subscribed to FSD after the trial (via moomoo):</p>\n<blockquote>\n<p>According to YipitData’s latest figures, nearly 3,500 Tesla owners trialed the company’s Full Self-Driving (FSD) service over the past month. However, only about 50 of these trials converted into FSD subscriptions or purchases, translating to a conversion rate of just under 2% as of May 5th. The data reveals a cautious approach among Tesla drivers towards paying for subscriptions to its autonomous driving technology.</p>\n</blockquote>\n<p>In order to improve the take rate, Elon Musk also asked Tesla employees who deliver cars to give a FSD demonstration with every delivery.</p>\n<h2>Electrek’s Take</h2>\n<p>3,500 owners is a limited dataset, but it’s the best we have right now and to be honest, 2% sounds about right to me.</p>\n<p>Despite the recent price cut, it’s still a very expensive product and the value is not clear to most people. </p>\n<p>As I previously stated, I’ve been impressed by v12, but it doesn’t necessarily make it useful. v12 limits the speed in many areas and still makes mistakes. I think that it has value on the highway by reducing your workload and allowing you to focus more on the road, but on city streets, it is more stressful than driving without it.</p>\n<p>Therefore, I think most people see themselves better off with Autopilot for now.</p>\n<p>Tesla still has some work to do prove itself with FSD and increase that take-rate.</p>\n</div></body></html>","source":"electrek_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Only 2% of Tesla Full Self-Driving trial users end up buying it, credit card data show</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; 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}\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\">\nOnly 2% of Tesla Full Self-Driving trial users end up buying it, credit card data show\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-14 22:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2024/05/14/tesla-full-self-driving-trial-users-take-rate-credit-card-data/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to credit card data, only about 2% of the Tesla owners who used Full Self-Driving in the free month trial ended up buying it after.\n\nStarting in March, Tesla offered a month of free trial of...</p>\n\n<a href=\"https://electrek.co/2024/05/14/tesla-full-self-driving-trial-users-take-rate-credit-card-data/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://electrek.co/wp-content/uploads/sites/3/2024/05/tesla-fsd.png?w=1600","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4592":"伊斯兰概念","FSD":"First Trust High Income Long/Sho","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC"},"source_url":"https://electrek.co/2024/05/14/tesla-full-self-driving-trial-users-take-rate-credit-card-data/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435512312","content_text":"According to credit card data, only about 2% of the Tesla owners who used Full Self-Driving in the free month trial ended up buying it after.\n\nStarting in March, Tesla offered a month of free trial of its Full Self-Driving (FSD) package to all its owners in North America.\nAt the same time, the automaker slashed the cost of the package from $12,000 to $8,000 or $99 per month for the subscription model. Interestingly, that goes against what Elon Musk said. The CEO previously said that Tesla would keep increasing the price of the FSD package as it gets better.\nYet, Tesla slashed the price just as it released the new v12 version of the system, which is a significant step forward.\nThe automaker tried to increase the take rate of FSD with the new version by making more people try it with the free trial, and then tempting them to buy or subscribe to it with the price reduction.\nHowever, some data indicates that Tesla wasn’t really successful with the strategy.\nYipitData accessed credit card data from about 3,500 Tesla owners who participated in the trial and found that only 50 bought or subscribed to FSD after the trial (via moomoo):\n\nAccording to YipitData’s latest figures, nearly 3,500 Tesla owners trialed the company’s Full Self-Driving (FSD) service over the past month. However, only about 50 of these trials converted into FSD subscriptions or purchases, translating to a conversion rate of just under 2% as of May 5th. The data reveals a cautious approach among Tesla drivers towards paying for subscriptions to its autonomous driving technology.\n\nIn order to improve the take rate, Elon Musk also asked Tesla employees who deliver cars to give a FSD demonstration with every delivery.\nElectrek’s Take\n3,500 owners is a limited dataset, but it’s the best we have right now and to be honest, 2% sounds about right to me.\nDespite the recent price cut, it’s still a very expensive product and the value is not clear to most people. \nAs I previously stated, I’ve been impressed by v12, but it doesn’t necessarily make it useful. v12 limits the speed in many areas and still makes mistakes. I think that it has value on the highway by reducing your workload and allowing you to focus more on the road, but on city streets, it is more stressful than driving without it.\nTherefore, I think most people see themselves better off with Autopilot for now.\nTesla still has some work to do prove itself with FSD and increase that take-rate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305614961381656,"gmtCreate":1715647620157,"gmtModify":1715647622178,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"看了照片，一脸老相，希望是越来越睿智，而不是恋栈","listText":"看了照片，一脸老相，希望是越来越睿智，而不是恋栈","text":"看了照片，一脸老相，希望是越来越睿智，而不是恋栈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305614961381656","repostId":"2434235337","repostType":2,"repost":{"id":"2434235337","kind":"news","pubTimestamp":1715524320,"share":"https://www.laohu8.com/m/news/2434235337?lang=&edition=full","pubTime":"2024-05-12 22:32","market":"us","language":"zh","title":"视频|铁娘子董明珠汉服妆造夜游洛邑古城","url":"https://stock-news.laohu8.com/highlight/detail?id=2434235337","media":"市场资讯","summary":"来源 河南日报洛阳新闻\n5月12日，铁娘子董明珠汉服妆造，夜游洛邑古城。#洛邑古城##洛阳文旅##董明珠# （记者 吉小平 通讯员 石智卫）\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","content":"<html><body><div>\n<link href=\"//finance.sina.com.cn/other/src/sinapagewidgets/SinaPageWeibo2017.css\" rel=\"stylesheet\"/><p>来源 <span>河南日报洛阳新闻</span></p>\n<p><span>5月12日，铁娘子董明珠汉服妆造，夜游洛邑古城。</span>#洛邑古城##洛阳文旅##董明珠#<span> （记者 吉小平 通讯员 石智卫）</span></p>\n<div></div>\n<div><div><div></div></div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王其霖 </p>\n</div></body></html>","source":"sina","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>视频|铁娘子董明珠汉服妆造夜游洛邑古城</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; 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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视频|铁娘子董明珠汉服妆造夜游洛邑古城\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-12 22:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2024-05-12/doc-inauyvkx2750836.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源 河南日报洛阳新闻\n5月12日，铁娘子董明珠汉服妆造，夜游洛邑古城。#洛邑古城##洛阳文旅##董明珠# （记者 吉小平 通讯员 石智卫）\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-05-12/doc-inauyvkx2750836.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0196":"行业龙头","000651":"格力电器","BK0187":"一线龙头","BK0012":"证金概念","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0175":"白马股","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0014":"新能源汽车","BK0028":"国家队","BK0188":"融资融券","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0224":"电气机械","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD"},"source_url":"https://finance.sina.com.cn/jjxw/2024-05-12/doc-inauyvkx2750836.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2434235337","content_text":"来源 河南日报洛阳新闻\n5月12日，铁娘子董明珠汉服妆造，夜游洛邑古城。#洛邑古城##洛阳文旅##董明珠# （记者 吉小平 通讯员 石智卫）\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","news_type":1},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305404433203496,"gmtCreate":1715596239470,"gmtModify":1715596241467,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"马斯克被人看空多了，不在乎他这一次。 颠覆性的创新，能够被大空头看多才是怪事","listText":"马斯克被人看空多了，不在乎他这一次。 颠覆性的创新，能够被大空头看多才是怪事","text":"马斯克被人看空多了，不在乎他这一次。 颠覆性的创新，能够被大空头看多才是怪事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305404433203496","repostId":"2434035324","repostType":2,"repost":{"id":"2434035324","kind":"news","pubTimestamp":1715525760,"share":"https://www.laohu8.com/m/news/2434035324?lang=&edition=full","pubTime":"2024-05-12 22:56","market":"us","language":"zh","title":"“大空头”原型丹尼?摩西：仍看空特斯拉，50美元可能是个合理目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2434035324","media":"财通社","summary":"5月12日讯，据CNBC报道，电影《大空头》原型之一、知名交易员丹尼?摩西表示，特斯拉(TSLA.O)的股价仍容易受到未来大幅下跌的影响。尽管特斯拉股价今年迄今下跌了32%，但摩西仍坚持做空特斯拉。他在近日接受采访时表示，“在他们的核心业务中，一切都在分崩离析。”他补充称，马斯克把所有人都引向了机器人出租车、人工智能和自动驾驶。摩西将马斯克裁减公司全球10%以上员工的决定、路透社最近关于特斯拉证券和电信欺诈调查的报道以及围绕机器人出租车的不确定性列为下行风险。摩西表示，股价50美元、市值1500亿美元在他看来是一个合理的估值。特斯拉周五收跌2%，收于168.47美元。","content":"<html><body><article><p>5月12日讯，据CNBC报道，电影《大空头》原型之一、知名交易员丹尼?摩西表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.O)的股价仍容易受到未来大幅下跌的影响。尽管特斯拉股价今年迄今下跌了32%，但摩西仍坚持做空特斯拉。他在近日接受采访时表示，“在他们的核心业务中，一切都在分崩离析。”他补充称，马斯克把所有人都引向了<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车、人工智能和自动驾驶。摩西将马斯克裁减公司全球10%以上员工的决定、路透社最近关于特斯拉证券和电信欺诈调查的报道以及围绕机器人出租车的不确定性列为下行风险。摩西表示，股价50美元、市值1500亿美元在他看来是一个合理的估值。特斯拉周五收跌2%，收于168.47美元。</p></article></body></html>","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>“大空头”原型丹尼?摩西：仍看空特斯拉，50美元可能是个合理目标价</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\">\n“大空头”原型丹尼?摩西：仍看空特斯拉，50美元可能是个合理目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-12 22:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405122257048afe6427&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日讯，据CNBC报道，电影《大空头》原型之一、知名交易员丹尼?摩西表示，特斯拉(TSLA.O)的股价仍容易受到未来大幅下跌的影响。尽管特斯拉股价今年迄今下跌了32%，但摩西仍坚持做空特斯拉。他在近日接受采访时表示，“在他们的核心业务中，一切都在分崩离析。”他补充称，马斯克把所有人都引向了机器人出租车、人工智能和自动驾驶。摩西将马斯克裁减公司全球10%以上员工的决定、路透社最近关于特斯拉证券...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405122257048afe6427&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405122257048afe6427&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2434035324","content_text":"5月12日讯，据CNBC报道，电影《大空头》原型之一、知名交易员丹尼?摩西表示，特斯拉(TSLA.O)的股价仍容易受到未来大幅下跌的影响。尽管特斯拉股价今年迄今下跌了32%，但摩西仍坚持做空特斯拉。他在近日接受采访时表示，“在他们的核心业务中，一切都在分崩离析。”他补充称，马斯克把所有人都引向了机器人出租车、人工智能和自动驾驶。摩西将马斯克裁减公司全球10%以上员工的决定、路透社最近关于特斯拉证券和电信欺诈调查的报道以及围绕机器人出租车的不确定性列为下行风险。摩西表示，股价50美元、市值1500亿美元在他看来是一个合理的估值。特斯拉周五收跌2%，收于168.47美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276955921498424,"gmtCreate":1708645434840,"gmtModify":1708653857469,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a 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[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/276955921498424","isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546984011026931","authorId":"3546984011026931","name":"奔驰豪宅哥最爱","avatar":"https://static.tigerbbs.com/1333fe82816263118cafaf378fe72c66","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546984011026931","authorIdStr":"3546984011026931"},"content":"损耗，打个比方，90跌到一半是45，是50%，45涨到90是100%，要翻一倍。","text":"损耗，打个比方，90跌到一半是45，是50%，45涨到90是100%，要翻一倍。","html":"损耗，打个比方，90跌到一半是45，是50%，45涨到90是100%，要翻一倍。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234888507490472,"gmtCreate":1698373744664,"gmtModify":1698373746038,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a 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href=http://www.zhitongcaijing.com/content/detail/407711.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周四美股收盘后，吉利德科学(GILD.US)公布了截至2020年12月31日的四季度及全年财报。财报显示，公司四季度营收74.2亿美元，市场预期73.29亿美元，去年同期58.79亿美元。四季度来自瑞德西韦的销售额为19.38亿美元。四季度归属于公司的净利润15.51亿美元，预期为14.26亿美元，去年同期为26.96亿美元。每股盈利1.23美元，市场预期1.09美元，去年同期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/407711.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"GILD":"吉利德科学"},"source_url":"http://www.zhitongcaijing.com/content/detail/407711.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109674491","content_text":"智通财经APP获悉，周四美股收盘后，吉利德科学(GILD.US)公布了截至2020年12月31日的四季度及全年财报。财报显示，公司四季度营收74.2亿美元，市场预期73.29亿美元，去年同期58.79亿美元。四季度来自瑞德西韦的销售额为19.38亿美元。四季度归属于公司的净利润15.51亿美元，预期为14.26亿美元，去年同期为26.96亿美元。每股盈利1.23美元，市场预期1.09美元，去年同期2.12美元。四季度研发支出15.8亿美元，市场预期13.2亿美元。公司2020年全年营收为246.89亿美元，同比增长10%；归属于公司的净利润为1.23亿美元，同比下降98%。2020年全年每股收益为0.1美元，去年同期为4.22美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300765025,"gmtCreate":1602462383167,"gmtModify":1703826599140,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"只怕是个大包袱。11亿，每年只有几千万的利润，销售销售额增长还只有个位数","listText":"只怕是个大包袱。11亿，每年只有几千万的利润，销售销售额增长还只有个位数","text":"只怕是个大包袱。11亿，每年只有几千万的利润，销售销售额增长还只有个位数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300765025","repostId":"2074871704","repostType":2,"repost":{"id":"2074871704","kind":"news","pubTimestamp":1602319260,"share":"https://www.laohu8.com/m/news/2074871704?lang=&edition=full","pubTime":"2020-10-10 16:41","market":"sh","language":"zh","title":"创业板首单背后：楚天科技重大资产重组注册的三大看点","url":"https://stock-news.laohu8.com/highlight/detail?id=2074871704","media":"新浪财经综合","summary":"来源：财联社财联社（长沙，研究员李谨记）讯，创业板重大资产重组注册制落地。10月9日晚，证监会官微发布，该会在9月30日同意了楚天科技（300358.sz）发行股份、可转换公司债券购买资产并募集配套资","content":"<html><body><p>来源：财联社</p><p>财联社（长沙，研究员李谨记）讯，创业板重大资产重组注册制落地。10月9日晚，证监会官微发布，该会在9月30日同意了<a href=\"https://laohu8.com/S/300358\">楚天科技</a>（300358.sz）发行股份、可转换公司债券购买资产并募集配套资金的注册申请。</p><p>中国人做事，讲究个“起手势”，所谓“好的开头是成功的一半”。因此，交易所和证监会选择楚天科技作为第一家，这事大有看点。</p><p>而且，这事还得结合10月9日晚公布的国发【2020】14号文《国务院关于进一步提高上市公司质量的意见》一起来看（以下简称《意见》）。</p><p>《意见》提出，推动上市公司做优做强，充分发挥资本市场的并购重组主渠道作用，鼓励上市公司盘活存量、提质增效、转型发展。</p><p>《意见》亦同时提出，解决上市公司突出问题，首要一条就是积极稳妥化解上市公司股票质押风险。</p><p>证监会第一时间响应，表示坚决贯彻落实《意见》，把提高上市公司质量作为全面深化资本市场改格的重中之重。</p><p>楚天科技本次重大资产重组，恰好契合上述要求。<font>一方面，通过运用资本市场力量，收购境外目标公司为Romaco公司，让大股东兑现将目标公司注入上市公司的承诺，解决同业竞争问题，推动上市公司做大做强；另一方面，也能化解大股东因三年前战略性收购目标公司带来的债务负担，释放其股票质押风险。</font></p><p>楚天科技本次重大资产重组系跨境重组，目标公司Romaco总部位于德国，是一家全球领先的制药装备跨国集团，属于医药装备行业世界知名品牌，尤其在固体制剂生产设备解决方案上具有很强的优势，拥有全球领先的压片、片剂包衣、泡罩包装和医药后端包装技术。</p><div><img src=\"http://k.sinaimg.cn/n/finance/gif_image/684/w900h584/20201010/c0ab-kakmcxc5584156.png/w720fin.jpg\"/></div><p>楚天科技自则是国内领先的制药装备制造商，特别是水剂类制药装备产销量居国内行业前列。</p><p>公司创始人唐岳一直抱有打造全球领先的制药装备企业目标，在公司2014年上市后，他提出实施“一纵一横一平台”战略，致力延伸产业链，打通国内国际市场。</p><p>楚天科技上市半年，即闪电收购长春新华通，切入上游的制药用水设备，此后又揽入四川医药设计院，致力于为客户提供“交钥匙”工程，此即“一纵”。</p><p>2017年，唐岳瞅准机会，拿下欧洲老牌药机企业Romaco，从水剂跨入固体制剂生产装备领域，是谓“一横”。“一纵一横”有了，“一平台”也就顺理成章。</p><p>考虑到国际并购的复杂性，而上市公司审批流程较为冗长，为抓住稍纵即逝的机会，唐岳当时采用的是控股股东楚天投资主导、上市公司参股的方式，联合设立楚天资管，由后者出面11亿收购了Romaco。</p><p>当时，唐岳即承诺，未来会将Romaco注入上市公司，拓展楚天科技产品线，推进国际化发展战略。</p><p>2017年收购Romaco公司以来，加大了对新兴市场的开发力度，目前Romaco公司在中国、巴西、印度市场上是排名领先的欧洲品牌。</p><p>2017年至2019年，Romaco公司营业收入分别为1.40亿欧元、1.44亿欧元和1.63亿欧元，营业收入平均增长率为6.85%，净利润分别为-192.69万欧元、302.39万欧元、807.02欧元，净利润率由2018年的2.11%增长至2019年的4.94%。</p><p>上述数字表明，这是一桩正增长的买卖。不仅于此，通过并购的协同效应和从管理层、工程师到一线工人间的中欧交流，楚天科技在研发、工艺和市场都受益颇多。用唐岳的话说，是“真正叩开了欧洲先进制造业的大门，进入了他们的圈子，知道人家是怎么个玩法，学到了东西”。</p><p>唐岳从不吝啬表达对这桩并购达成的满意，说当初如果稍有犹豫，错过时机后面就买不到了。</p><p>但毋庸讳言，此次国际并购也让控股股东背上了沉重的财务负担。在2018年初，楚天投资不得不引援财信资管纾困，向后者让渡5000万股楚天科技股权换得4亿元以解燃眉。</p><p>此次重组的交易方案为楚天科技拟向楚天投资、澎湃投资非公开发行股份、可转换公司债券及支付现金购买其持有的楚天资管89万元注册资本的股权，占楚天资管股权比例的66.25%；</p><p>同时拟向不超过35名符合条件的特定投资者非公开发行股份及可转换公司债券募集配套资金。本次募集资金总额不超过4亿元，所募配套资金用于向交易对方支付现金对价、支付本次交易的中介机构费用及用于偿还标的公司子公司楚天欧洲的并购贷款。</p><p>本次交易前，楚天科技已持有楚天资管33.75%股权。收购完成后，楚天科技将间接持有ROMACO公司97.37%股份。</p><p>交易对手方承诺，Romaco公司在2020年度、2021年度和2022年度各年度的预测净利润数分别不低于700万欧元、810万欧元和900万欧元；</p><p>如标的资产在2021年度内完成交割的，目标公司Romaco公司在2021年度、2022年度和2023年度各年度的预测净利润数分别不低于810万欧元、900万欧元和990万欧元。</p><p>显然，从财务角度而言，此次重组将在未来几年显著增厚楚天科技业绩。楚天科技董秘周飞跃10月9日晚间对财联社表示，将力争在年底完成本次重组工作。</p><p>他表示，重组并购完成后，控股股东拿到现金，亦将释放股票质押危机，让控股股东精力更加专注。</p><p>10月9日，证监会也表示，创业板上市公司重大资产重组实施注册制是推进创业板改革并试点注册制的重要内容。</p><p>下一步，将充分发挥市场机制作用，支持上市公司通过并购重组壮大主业，做优做强、提升质量，更好地服务实体经济。</p><p>显然，楚天科技的重大资产重组，用时仅93天即获首单同意注册，具有标杆价值。</p><p><font>相比楚天科技个案中体现的支持上市公司借助资本市场做优做强和化解大股东股权质押危机，为创业板重组树立一块标杆，是更为重要的第三大看点。</font></p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\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创业板首单背后：楚天科技重大资产重组注册的三大看点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-10 16:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2020-10-10/doc-iivhvpwz1277682.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：财联社财联社（长沙，研究员李谨记）讯，创业板重大资产重组注册制落地。10月9日晚，证监会官微发布，该会在9月30日同意了楚天科技（300358.sz）发行股份、可转换公司债券购买资产并募集配套资金的注册申请。中国人做事，讲究个“起手势”，所谓“好的开头是成功的一半”。因此，交易所和证监会选择楚天科技作为第一家，这事大有看点。而且，这事还得结合10月9日晚公布的国发【2020】14号文《国务院...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2020-10-10/doc-iivhvpwz1277682.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/b8906c2117cf409a3cc5087f96741bce","relate_stocks":{"159915":"创业板","300358":"楚天科技","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/s/2020-10-10/doc-iivhvpwz1277682.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2074871704","content_text":"来源：财联社财联社（长沙，研究员李谨记）讯，创业板重大资产重组注册制落地。10月9日晚，证监会官微发布，该会在9月30日同意了楚天科技（300358.sz）发行股份、可转换公司债券购买资产并募集配套资金的注册申请。中国人做事，讲究个“起手势”，所谓“好的开头是成功的一半”。因此，交易所和证监会选择楚天科技作为第一家，这事大有看点。而且，这事还得结合10月9日晚公布的国发【2020】14号文《国务院关于进一步提高上市公司质量的意见》一起来看（以下简称《意见》）。《意见》提出，推动上市公司做优做强，充分发挥资本市场的并购重组主渠道作用，鼓励上市公司盘活存量、提质增效、转型发展。《意见》亦同时提出，解决上市公司突出问题，首要一条就是积极稳妥化解上市公司股票质押风险。证监会第一时间响应，表示坚决贯彻落实《意见》，把提高上市公司质量作为全面深化资本市场改格的重中之重。楚天科技本次重大资产重组，恰好契合上述要求。一方面，通过运用资本市场力量，收购境外目标公司为Romaco公司，让大股东兑现将目标公司注入上市公司的承诺，解决同业竞争问题，推动上市公司做大做强；另一方面，也能化解大股东因三年前战略性收购目标公司带来的债务负担，释放其股票质押风险。楚天科技本次重大资产重组系跨境重组，目标公司Romaco总部位于德国，是一家全球领先的制药装备跨国集团，属于医药装备行业世界知名品牌，尤其在固体制剂生产设备解决方案上具有很强的优势，拥有全球领先的压片、片剂包衣、泡罩包装和医药后端包装技术。楚天科技自则是国内领先的制药装备制造商，特别是水剂类制药装备产销量居国内行业前列。公司创始人唐岳一直抱有打造全球领先的制药装备企业目标，在公司2014年上市后，他提出实施“一纵一横一平台”战略，致力延伸产业链，打通国内国际市场。楚天科技上市半年，即闪电收购长春新华通，切入上游的制药用水设备，此后又揽入四川医药设计院，致力于为客户提供“交钥匙”工程，此即“一纵”。2017年，唐岳瞅准机会，拿下欧洲老牌药机企业Romaco，从水剂跨入固体制剂生产装备领域，是谓“一横”。“一纵一横”有了，“一平台”也就顺理成章。考虑到国际并购的复杂性，而上市公司审批流程较为冗长，为抓住稍纵即逝的机会，唐岳当时采用的是控股股东楚天投资主导、上市公司参股的方式，联合设立楚天资管，由后者出面11亿收购了Romaco。当时，唐岳即承诺，未来会将Romaco注入上市公司，拓展楚天科技产品线，推进国际化发展战略。2017年收购Romaco公司以来，加大了对新兴市场的开发力度，目前Romaco公司在中国、巴西、印度市场上是排名领先的欧洲品牌。2017年至2019年，Romaco公司营业收入分别为1.40亿欧元、1.44亿欧元和1.63亿欧元，营业收入平均增长率为6.85%，净利润分别为-192.69万欧元、302.39万欧元、807.02欧元，净利润率由2018年的2.11%增长至2019年的4.94%。上述数字表明，这是一桩正增长的买卖。不仅于此，通过并购的协同效应和从管理层、工程师到一线工人间的中欧交流，楚天科技在研发、工艺和市场都受益颇多。用唐岳的话说，是“真正叩开了欧洲先进制造业的大门，进入了他们的圈子，知道人家是怎么个玩法，学到了东西”。唐岳从不吝啬表达对这桩并购达成的满意，说当初如果稍有犹豫，错过时机后面就买不到了。但毋庸讳言，此次国际并购也让控股股东背上了沉重的财务负担。在2018年初，楚天投资不得不引援财信资管纾困，向后者让渡5000万股楚天科技股权换得4亿元以解燃眉。此次重组的交易方案为楚天科技拟向楚天投资、澎湃投资非公开发行股份、可转换公司债券及支付现金购买其持有的楚天资管89万元注册资本的股权，占楚天资管股权比例的66.25%；同时拟向不超过35名符合条件的特定投资者非公开发行股份及可转换公司债券募集配套资金。本次募集资金总额不超过4亿元，所募配套资金用于向交易对方支付现金对价、支付本次交易的中介机构费用及用于偿还标的公司子公司楚天欧洲的并购贷款。本次交易前，楚天科技已持有楚天资管33.75%股权。收购完成后，楚天科技将间接持有ROMACO公司97.37%股份。交易对手方承诺，Romaco公司在2020年度、2021年度和2022年度各年度的预测净利润数分别不低于700万欧元、810万欧元和900万欧元；如标的资产在2021年度内完成交割的，目标公司Romaco公司在2021年度、2022年度和2023年度各年度的预测净利润数分别不低于810万欧元、900万欧元和990万欧元。显然，从财务角度而言，此次重组将在未来几年显著增厚楚天科技业绩。楚天科技董秘周飞跃10月9日晚间对财联社表示，将力争在年底完成本次重组工作。他表示，重组并购完成后，控股股东拿到现金，亦将释放股票质押危机，让控股股东精力更加专注。10月9日，证监会也表示，创业板上市公司重大资产重组实施注册制是推进创业板改革并试点注册制的重要内容。下一步，将充分发挥市场机制作用，支持上市公司通过并购重组壮大主业，做优做强、提升质量，更好地服务实体经济。显然，楚天科技的重大资产重组，用时仅93天即获首单同意注册，具有标杆价值。相比楚天科技个案中体现的支持上市公司借助资本市场做优做强和化解大股东股权质押危机，为创业板重组树立一块标杆，是更为重要的第三大看点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924027827,"gmtCreate":1588169309269,"gmtModify":1704366748461,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a 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每天的成交量很低，算上买入后又抛出的，这些天的成交量应该只占基金规模的十分之一不到。同时基金的持仓一直都没有公布，市值全靠我们炒作，没有持仓价值对标。是不是存在错杀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/112326","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"81919693065888","authorId":"81919693065888","name":"捡垃圾的","avatar":"https://static.tigerbbs.com/3639f4380d296c3c781e992f81d5e544","crmLevel":7,"crmLevelSwitch":0,"idStr":"81919693065888","authorIdStr":"81919693065888"},"content":"炒美股的人差不多都有20-30岁吧，，可以存几十万来炒估计也不是弱智，，，盈透老板几十年前开发量化交易賺几千万刀，，你认为他会个基金让你投，，，别年轻，这个etf是逗些有钱又弱智的来买，，，你有技术一年几百%回报，估计也是偷偷赚钱","text":"炒美股的人差不多都有20-30岁吧，，可以存几十万来炒估计也不是弱智，，，盈透老板几十年前开发量化交易賺几千万刀，，你认为他会个基金让你投，，，别年轻，这个etf是逗些有钱又弱智的来买，，，你有技术一年几百%回报，估计也是偷偷赚钱","html":"炒美股的人差不多都有20-30岁吧，，可以存几十万来炒估计也不是弱智，，，盈透老板几十年前开发量化交易賺几千万刀，，你认为他会个基金让你投，，，别年轻，这个etf是逗些有钱又弱智的来买，，，你有技术一年几百%回报，估计也是偷偷赚钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234888507490472,"gmtCreate":1698373744664,"gmtModify":1698373746038,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/001323\">$慕思股份(001323)$&nbsp;</a>慕思枪法已乱。慕思最大的大本营在传统渠道，现在辛巴一场直播10亿，单价从19800降到4980，慕思的线下实体店会大量倒闭反水。","listText":"<a href=\"https://laohu8.com/S/001323\">$慕思股份(001323)$&nbsp;</a>慕思枪法已乱。慕思最大的大本营在传统渠道，现在辛巴一场直播10亿，单价从19800降到4980，慕思的线下实体店会大量倒闭反水。","text":"$慕思股份(001323)$ 慕思枪法已乱。慕思最大的大本营在传统渠道，现在辛巴一场直播10亿，单价从19800降到4980，慕思的线下实体店会大量倒闭反水。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/234888507490472","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274709946712","authorId":"3479274709946712","name":"奔跑吧美股","avatar":"https://static.tigerbbs.com/190c480144551a8d6ba305539b5ededa","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274709946712","authorIdStr":"3479274709946712"},"content":"搞得我都不敢买$慕思股份(001323)$ 了","text":"搞得我都不敢买$慕思股份(001323)$ 了","html":"搞得我都不敢买$慕思股份(001323)$ 了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":989858963,"gmtCreate":1582807419052,"gmtModify":1704347744498,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a> 怎么回事？？？","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a> 怎么回事？？？","text":"$吉利德科学(GILD)$ 怎么回事？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/989858963","repostId":"2014891849","repostType":2,"repost":{"id":"2014891849","kind":"news","pubTimestamp":1582805640,"share":"https://www.laohu8.com/m/news/2014891849?lang=&edition=full","pubTime":"2020-02-27 20:14","market":"hk","language":"zh","title":"巴克莱给予吉利德低配评级；目标价62美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2014891849","media":"新浪财经","summary":"巴克莱资本股份有限公司给予吉利德科学低配的初始评级。\n　　目标价62美元，即下跌17%。吉利德科学的平均目标价为74.46美元。\n　　彭博数据：吉利德科学之前有15个买进评级，13个持有评级，3个卖出","content":"<html><body><div>\n<p>　　巴克莱资本股份有限公司给予<span><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a></span><span></span>低配的初始评级。</p>\n<p>　　目标价62美元，即下跌17%。吉利德科学的平均目标价为74.46美元。</p>\n<p>　　彭博数据：吉利德科学之前有15个买进评级，13个持有评级，3个卖出评级。</p>\n<p>责任编辑：郭明煜 </p>\n</div></body></html>","source":"sina","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>巴克莱给予吉利德低配评级；目标价62美元</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巴克莱给予吉利德低配评级；目标价62美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-27 20:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2020-02-27/doc-iimxxstf4876817.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱资本股份有限公司给予吉利德科学低配的初始评级。\n　　目标价62美元，即下跌17%。吉利德科学的平均目标价为74.46美元。\n　　彭博数据：吉利德科学之前有15个买进评级，13个持有评级，3个卖出评级。\n责任编辑：郭明煜</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2020-02-27/doc-iimxxstf4876817.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/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"GILD":"吉利德科学"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2020-02-27/doc-iimxxstf4876817.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2014891849","content_text":"巴克莱资本股份有限公司给予吉利德科学低配的初始评级。\n　　目标价62美元，即下跌17%。吉利德科学的平均目标价为74.46美元。\n　　彭博数据：吉利德科学之前有15个买进评级，13个持有评级，3个卖出评级。\n责任编辑：郭明煜","news_type":1},"isVote":1,"tweetType":1,"viewCount":4451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492768730540148","authorId":"3492768730540148","name":"爱飞飞","avatar":"https://static.tigerbbs.com/750ad6e9ab4fc084d60dde9a22fb40b8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3492768730540148","authorIdStr":"3492768730540148"},"content":"狗屁机构诱惑做空而已，傻子都知道会大涨，做等打脸。","text":"狗屁机构诱惑做空而已，傻子都知道会大涨，做等打脸。","html":"狗屁机构诱惑做空而已，傻子都知道会大涨，做等打脸。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115989,"gmtCreate":1510834606861,"gmtModify":1704883856751,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"title":"是不是今天分红？","htmlText":"$苹果(AAPL)$ 如题","listText":"$苹果(AAPL)$ 如题","text":"$苹果(AAPL)$ 如题","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/115989","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967307015,"gmtCreate":1584534154237,"gmtModify":1704354686855,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>感觉现在特别抵制瑞德西韦，就因为它是美国的吗？","listText":"<a 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href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a>如果网易把绝症老员工裁掉，不给任何补偿，那么我个人不会买网易的任何东西，也会发挥我的影响力，尽量让身边的人不买","text":"$网易(NTES)$如果网易把绝症老员工裁掉，不给任何补偿，那么我个人不会买网易的任何东西，也会发挥我的影响力，尽量让身边的人不买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/937008339","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920259620,"gmtCreate":1585053878560,"gmtModify":1704356701051,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这个股一般是出坏消息猛涨，出好消息猛跌。","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这个股一般是出坏消息猛涨，出好消息猛跌。","text":"$吉利德科学(GILD)$这个股一般是出坏消息猛涨，出好消息猛跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/920259620","isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964445730,"gmtCreate":1584453554820,"gmtModify":1704354234748,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>前两天看到新闻，美国华盛顿州的14例危重症，都是75岁以上老人，经瑞德西韦治疗，无一死亡，而且有7例出院。你们有看到这个新闻吗？","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>前两天看到新闻，美国华盛顿州的14例危重症，都是75岁以上老人，经瑞德西韦治疗，无一死亡，而且有7例出院。你们有看到这个新闻吗？","text":"$吉利德科学(GILD)$前两天看到新闻，美国华盛顿州的14例危重症，都是75岁以上老人，经瑞德西韦治疗，无一死亡，而且有7例出院。你们有看到这个新闻吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/964445730","isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983527291,"gmtCreate":1583333500713,"gmtModify":1704349497922,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a> ，看不懂，请教","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a> ，看不懂，请教","text":"$吉利德科学(GILD)$ ，看不懂，请教","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/983527291","repostId":"2016335323","repostType":2,"repost":{"id":"2016335323","kind":"news","pubTimestamp":1583329141,"share":"https://www.laohu8.com/m/news/2016335323?lang=&edition=full","pubTime":"2020-03-04 21:39","market":"us","language":"en","title":"Are Options Traders Betting on a Big Move in Gilead (GILD) Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2016335323","media":"Zacks","summary":"Investors in Gilead Sciences, Inc. GILD need to pay close attention to the stock based on moves in t","content":"<html><body><div><p type=\"text\">Investors in <strong>Gilead Sciences, Inc. </strong>GILD need to pay close attention to the stock based on moves in the options market lately. That is because the Mar 20, 2020 $100.00 Call had some of the highest implied volatility of all equity options today.  </p><p type=\"text\"><strong>What is Implied Volatility?</strong></p><p type=\"text\">Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.</p><p type=\"text\"><strong>What do the Analysts Think?</strong></p><p type=\"text\">Clearly, options traders are pricing in a big move for Gilead shares, but what is the fundamental picture for the company? Currently, Gilead is a Zacks Rank #5 (Strong Sell) in the Medical - Biomedical and Genetics industry that ranks in the Top 40% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while four analysts have revised the estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $1.73 per share to $1.38 in that period.</p><p type=\"text\">Given the way analysts feel about Gilead right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.</p><p type=\"text\"><strong>Looking to Trade Options?</strong></p><p type=\"text\">Check out the simple yet high-powered approach that Zacks Executive <a href=\"https://laohu8.com/S/VP..UK\">VP</a> Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk.</p><p type=\"text\"><strong>Click to see the trades now &gt;&gt;</strong></p><p type=\"text\"><br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report<br/> <br/>Gilead Sciences, Inc. (GILD) : Free Stock Analysis Report<br/> <br/>To read this article on Zacks.com click here.</p><div></div></div></body></html>","source":"yahoofinance","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>Are Options Traders Betting on a Big Move in Gilead (GILD) Stock?</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\">\nAre Options Traders Betting on a Big Move in Gilead (GILD) Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-04 21:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/options-traders-betting-big-move-133901871.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in Gilead Sciences, Inc. GILD need to pay close attention to the stock based on moves in the options market lately. That is because the Mar 20, 2020 $100.00 Call had some of the highest ...</p>\n\n<a href=\"https://finance.yahoo.com/news/options-traders-betting-big-move-133901871.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/lo/api/res/1.2/zETYzVMoxtNA9GDp.Fz5xA--/YXBwaWQ9eXZpZGVvZmVlZHM7dz02MzU7aD00MDA-/https://media.zenfs.com/en-us/zacks.com/abdb684baba7aff1209cd5ff357d8a0e","relate_stocks":{"GILD":"吉利德科学"},"source_url":"https://finance.yahoo.com/news/options-traders-betting-big-move-133901871.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2016335323","content_text":"Investors in Gilead Sciences, Inc. GILD need to pay close attention to the stock based on moves in the options market lately. That is because the Mar 20, 2020 $100.00 Call had some of the highest implied volatility of all equity options today.  What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.What do the Analysts Think?Clearly, options traders are pricing in a big move for Gilead shares, but what is the fundamental picture for the company? Currently, Gilead is a Zacks Rank #5 (Strong Sell) in the Medical - Biomedical and Genetics industry that ranks in the Top 40% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while four analysts have revised the estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $1.73 per share to $1.38 in that period.Given the way analysts feel about Gilead right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.Looking to Trade Options?Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk.Click to see the trades now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Gilead Sciences, Inc. (GILD) : Free Stock Analysis Report To read this article on Zacks.com click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"51471756433604","authorId":"51471756433604","name":"韭菜PIKA","avatar":"https://static.laohu8.com/8790a4e6a56229acc72938aca19079cc","crmLevel":1,"crmLevelSwitch":0,"idStr":"51471756433604","authorIdStr":"51471756433604"},"content":"隐含波动率超过100%说明非常危险，意思是都在等临床试验结果。","text":"隐含波动率超过100%说明非常危险，意思是都在等临床试验结果。","html":"隐含波动率超过100%说明非常危险，意思是都在等临床试验结果。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967380430,"gmtCreate":1584538239720,"gmtModify":1704354732626,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>听说因为特效药被中国认可，富士胶片停牌了，因为太多人买它，那么瑞德西韦结果出来，会不会也停牌？","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>听说因为特效药被中国认可，富士胶片停牌了，因为太多人买它，那么瑞德西韦结果出来，会不会也停牌？","text":"$吉利德科学(GILD)$听说因为特效药被中国认可，富士胶片停牌了，因为太多人买它，那么瑞德西韦结果出来，会不会也停牌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/967380430","isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967304604,"gmtCreate":1584534074008,"gmtModify":1704354685972,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"雷锋网是什么鬼？金银塘医院的结果还没有出来呢。现在这么抵制美国吗？救命药也抵制？","listText":"雷锋网是什么鬼？金银塘医院的结果还没有出来呢。现在这么抵制美国吗？救命药也抵制？","text":"雷锋网是什么鬼？金银塘医院的结果还没有出来呢。现在这么抵制美国吗？救命药也抵制？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967304604","repostId":"2020636386","repostType":2,"repost":{"id":"2020636386","kind":"highlight","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1584532380,"share":"https://www.laohu8.com/m/news/2020636386?lang=&edition=full","pubTime":"2020-03-18 19:53","market":"us","language":"zh","title":"国家认可！新冠肺炎特效药来了：一片20元，来自日本，比瑞德西韦有用","url":"https://stock-news.laohu8.com/highlight/detail?id=2020636386","media":"雷峰网","summary":"来自日本的法匹拉韦胜过了来自美国的瑞德西韦。  文 | I/O 新型冠状病毒引起的肺炎，终于有药可救了。与之前的情况不同，这次用来对抗新冠病毒的药物，已经通过了我国临床研究和专家组的充分论证，并且已经","content":"<html><body><div>\n<p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img height=\"256\" src=\"https://static.tigerbbs.com/ebda685df0844dbd9a2795c26fef8259\" width=\"512\"/></p><p><span><strong><span>来自日本的法匹拉韦胜过了来自美国的瑞德西韦。</span></strong></span></p><p><span>  文 | I/O </span></p><p><span>新型冠状病毒引起的肺炎，终于有药可救了。</span></p><p><span>与之前的情况不同，这次用来对抗新冠病毒的药物，已经通过了我国临床研究和专家组的充分论证，并且已经获得我国科技部的认可——在国务院联防联控机制新闻发布会上科技部对其进行了专门介绍，并且还建议尽快纳入诊疗方案。</span></p><p><span>这种药的名字是：法匹拉韦（Favipiravir）。</span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-none-contnet=\"t\">1</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">法匹拉韦是如何获得中国</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">科技部认可的？</span></strong></span></p><p><span>在新冠肺炎的治疗中，法匹拉韦主要用来实现轻型、普通型向重型转化的阻断。也就是说，服用法匹拉韦之后，可以防止轻症患者转化为重症患者。 </span></p><p><span>根据科技部生物中心主任张新民 3 月 17 日在国务院联防联控机制新闻发布会上的介绍，法匹拉韦已完成临床研究，显示出很好的临床疗效。</span></p><p><img src=\"https://static.tigerbbs.com/4d48853c41ae47d09e2c452f446c5213\"/></p><p><span>在安全性方面，雷锋网了解到，法匹拉韦已经于 2014 年在日本获批上市，上市以来未见明显的不良反应；而在近段时间以来治疗新冠肺炎的临床研究中，未发现明显的不良反应。 </span></p><p><span>在有效性方面，深圳市第三人民医院开展了法匹拉韦联合干扰素治疗新冠肺炎有效性和安全性研究。在这项研究中，采用了入组患者 80 例，其中法匹拉韦组 35 例，对照组 45 例。</span></p><p><span>雷锋网了解到，这一研究由国家应急防控药物工程技术研究中心和深圳市第三人民医院刘磊、刘映霞团队合作完成。</span></p><p><span>研究结果显示，在病毒核酸转阴方面，法匹拉韦治疗组治疗后患者病毒核酸转阴与对照组相比，转阴时间中位值明显缩短，分别为 4 天和 11 天，具有显著差异。在胸部影像学改善方面，与对照组相比，改善率分别为 91.43% 和 62.22%。 </span></p><p><span>同时，武汉大学中南医院牵头开展了法匹拉韦治疗新冠肺炎的多中心、随机、开放、阳性平行对照临床研究，已完成各 120 例入组和临床治疗观察。</span></p><p><span>临床研究结果显示，采用了法匹拉韦的试验组在治疗新冠肺炎的疗效方面显著优于对照组。</span></p><p><span>具体来看：</span></p><ul><li><p><span>在主要终点评价指标方面，普通型患者在治疗结束时的临床恢复率，试验组显著优于对照组，分别为 71.43% 和 55.86%；</span></p></li><li><p><span>在次要终点评价指标方面，试验组在退热时间上显著优于对照组，平均退热时间分别为 2.5 天和 4.2 天；</span></p></li><li><p><span>试验组在咳嗽缓解时间上显著优于对照组，平均咳嗽缓解时间分别为 4.57 天和 5.98 天；</span></p></li><li><p><span>普通型患者在治疗期间的辅助氧疗或无创机械通气率，试验组显著低于对照组，分别为8.16% 和 17.12%。 </span></p></li></ul><p><span>以上评价指标，两组间均具有统计学的差异——由此，也可以清晰地看到法匹拉韦的药效。</span></p><p><span>另外，在可及性方面，2020 年 2 月，我国已经有相关企业获得国家药监局药品注册批件，并实现量产，临床药品供应有保障。</span></p><p><span>科技部方面表示，鉴于法匹拉韦安全性好、疗效明确、药品可及，经过科研攻关组组织专家充分论证，已正式向医疗救治组推荐，建议尽快纳入诊疗方案。</span></p><p><span>值得一提的是，在针对轻型、普通型向重型转化的阻断方面，除了法匹拉韦，还有磷酸氯喹和中医药也在重点推动之中；针对重型、危重型患者的救治，则重点推动恢复期血浆、托珠单抗、干细胞和人工肝的临床应用。</span></p><p><span>但总体来看，法匹拉韦作为治疗新冠肺炎的重点药物，已经得到我国国家层面的确认。</span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-none-contnet=\"t\">2</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">法匹拉韦：来自日本的抗流感</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">病毒药物</span></strong></span></p><p><span>法匹拉韦，英文名 Favipiravir，是一种新型的 RNA 聚合酶抑制剂，属于广谱抗流感病毒药物，由日本富士胶片控股公司旗下的日本富山化工制药公司（Toyama Chemical）开发。</span></p><p><span>2014 年 3 月，法匹拉韦在日本批准上市，英文商品名 Avigan，它被用于治疗新型和复发型流感，主要通过阻断病毒核酸复制的方法来抑制病毒增殖。 </span></p><p><span>它的结构式如下图： </span></p><p><img height=\"151\" src=\"https://static.tigerbbs.com/3743e48f0d5347f8b7d40e0c87767489\" width=\"309\"/></p><p><span>法匹拉韦的产品别名是 T705 或 T-705，化学名为 \"6-氟-3-羟基吡嗪-2-甲酰氨\"，分子式为 C₅H₄FN₃O₂，分子量为 157.105。</span></p><p><span>雷锋网了解到，法匹拉韦通过抑制与流感病毒复制相关的 RNA 聚合酶而显示抗病毒活性。它能够选择性抑制与流感病毒复制相关的 RNA 聚合酶。</span></p><p><span>具体来说，它可被宿主细胞酶磷酸核糖基化生成具有生物活性的法匹拉韦呋喃核糖基-5-三磷酸肌醇（法匹拉韦 RTP），病毒RNA 聚合酶错误的识别法匹拉韦 RTP，使法匹拉韦 RTP 插入到病毒 RNA 链或与病毒 RNA 聚合酶结构域结合，从而阻碍病毒 RNA 链的复制和转录。 </span></p><p><span>临床前药效学显示，它不仅对季节性流感病毒，而且对猪源性以及高致病性禽流感的各种流感病毒显示抗病毒活性，对现有的耐药细胞株未显示明显的交叉耐药性。它对多种亚型禽流感病毒有效，如 H1N1、H5N1 和 H7N9 型等，还能抑制其他病毒的转录，如沙粒病毒、黄热病毒、西尼罗河病、毒布尼亚病毒和手足口病毒等，</span></p><p><span>值得一提的是，在 2014 年抗击埃博拉病毒疫情的战役中，法国 1 例感染埃博拉病毒的女护士和西班牙 1 例染病护士均在服用法匹拉韦后痊愈。</span></p><p><span>专利方面，早在 1999 年 8 月 18 日，富山化工就在中国对法匹拉韦进行了化合物专利申请。后来，自 2008 年至 2011 年，法匹拉韦的原研公司在中国还申请了中间体、组合物、制备方法、制剂、药品衍生物等外围专利。</span></p><p><img src=\"https://static.tigerbbs.com/010da50cbf7f40f494a01c75b6fea8ba\"/></p><p><span>来源：药智专利通</span></p><p><span>值得强调的是，由于 20 年专利保护期已经过去，法匹拉韦在中国的化合物专利已经在 2019 年 8 月 18 日到期。</span></p><p><span>到目前为止，包括中国人民解放军军事医学科学院毒物药物研究、<a href=\"https://laohu8.com/S/01093\">石药集团</a>中奇制药技术（石家庄）有限公司、瑞阳制药有限公司等在内的单位已经申报注册法匹拉韦及相关制品，并且已经被批准临床。</span></p><p><img src=\"https://static.tigerbbs.com/f307cbaf310942d583099f29ddf7a888\"/></p><p><span>数据来源：药智数据企业版</span></p><p><span>不过，就目前来看，在法匹拉韦药物治疗方面走得比较快的是<a href=\"https://laohu8.com/S/600267\">海正药业</a>。</span></p><p><span>实际上，早在 2016 年 6 月，海正药业与日本富山化学工业株式会社签订了法匹拉韦的化合物专利独家授权协议；海正药业负责在中国研发、制造、销售含法匹拉韦的抗流感病毒药物。</span></p><p><span>新冠疫情爆发后，2020 年 2 月 15 日，法匹拉韦被科技部列入治疗新冠肺炎的三个临床实验西药（分别是法匹拉韦、瑞德西韦和磷酸氯喹）之一。</span></p><p><span>就在同一天，海正药业研制的 “法维拉韦片” 正式获得国家药监局批准上市，这是在疫情期间全国第一个批准上市的对新冠肺炎具有潜在疗效的药物。 </span></p><p><img src=\"https://static.tigerbbs.com/87d4a6d6bc714f77a30c8da84d48affd\"/></p><p><span>图自：药智数据</span></p><p><span>而如今，法匹拉韦终于获得我国官方认可，即将纳入到国家对新冠肺炎的治疗中去。</span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-none-contnet=\"t\">3</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">瑞德西韦今何在？</span></strong></span></p><p><span>随着法匹拉韦正式获得认可，那么问题来了：</span></p><blockquote><p>此前被炒得一片火热的 “抗疫神药” 瑞德西韦（Remdesivir）去哪了？ </p></blockquote><p><span>3 月 13 日，美国 CDC 在医学预印本平台 medRxiv 发表了一篇论文，公布了美国首批 12 位新冠肺炎病人的情况，其中包括 3 位使用瑞德西韦来治疗的病人。但这份报告并没有直接体现瑞德西韦的效果。</span></p><p><span>论文发表后，Science 采访了加州大学感染病专家 George Thompson。George Thompson 表示，虽然患者使用瑞德西韦之后确实出现持续性好转，但是他没有任何证据证明这种好转与使用瑞德西韦之间存在关联。</span></p><p><img src=\"https://static.tigerbbs.com/f14e36f908814e3baf0e12bfbf312bc9\"/></p><p><span>图为 George Thompson</span></p><p><span>不仅如此，由于服用瑞德西韦的患者均出现了肝脏转氨酶升高和消化道出血等一系列症状，George Thompson 表示，如果这种药物对 50% 的人有肝脏毒性，而患者本身有几率治愈，那么该药并不适合用于早期治疗。 </span></p><p><span>至于中国官方对于瑞德西韦的态度，此前，科技部生物中心副主任孙燕荣在 3 月 6 日介绍称：</span></p><blockquote><p>今年 2 月初，瑞德西韦这款药物进入到临床研究，那么主要在中国开展了两项临床研究，一项是针对重症患者，一项是针对轻症和普通症患者，这两项研究所采用的都是双盲研究的方法，从目前来看的话，我们还没有进行得到研究组的明确的结果，因为还没有正式揭盲。</p></blockquote><p><span>而到了 3 月 17 日，科技部就瑞德西韦出现不良反应的情况再次进行回应——科技部生物中心主任张新民表示，对于正在进行的临床试验，还没有上市的新药，将根据研发的进展情况，对安全性和有效性进行持续的关注。</span></p><p><span>可见，到目前为止，在针对新冠肺炎治疗效果的认可度上，来自日本的法匹拉韦胜过了来自美国的瑞德西韦。</span></p><p><span>有趣的是，由于法匹拉韦获得中国官方认可，该药背后的母公司——日本富士胶片的股票已经在 3 月 18 日暂停交易，原因是买入订单过多。</span></p><p><img src=\"https://static.tigerbbs.com/46d26c80b4764735927442cc22e192e9\"/></p><p><span>最后的一个小知识点：</span></p><blockquote><p>目前上市的海正药业法维拉韦片有两种规格：规格为 0.2g 40 片/盒的价格为 780 元，0.2g 20 片/盒的价格为 398 元——每片的价格接近 20元。</p></blockquote><p><span>本文参考链接：</span></p><p><span>http://www.nhc.gov.cn/xcs/s3574/202003/01426fc0590249ecac89a2874214e523.shtml</span></p><p><span>https://www.chemicalbook.com/ProductDict_254.htm</span></p><p><span>https://db.yaozh.com/pijian?comprehensivesearchcontent=%E6%B3%95%E5%8C%B9%E6%8B%89%E9%9F%A6</span></p><p><span>https://t.qianzhan.com/caijing/detail/200318-28b80992.html</span></p><p><span>http://finance.sina.com.cn/stock/usstock/c/2020-03-18/doc-iimxxstf9866358.shtml</span></p><p><span>https://news.yaozh.com/archive/28685.html</span></p><p><span>https://www.antpedia.com/news/01/n-2365001.html</span></p><p><span>https://www.sciencemag.org/news/2020/03/did-experimental-drug-help-us-coronavirus-patient</span></p><p><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong><span>往期推荐</span></strong></span></p><p><span><span>▎</span><span>网红电梯是怎样“造”成的</span></span></p><p><span><span>▎</span>教育行业终局？OMO模式箭在弦上</span></p><p><span>▎SaaS的安全之痛</span></p><p><span><span>▎首次</span><span>发现！A型血更易感新冠肺炎；军队成功研制重组新冠疫苗；新款iPad Pro现身<a href=\"https://laohu8.com/S/AAPL\">苹果</a>官网</span></span></p><p><span><strong>扫码入2020春招群，获取阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>独家内推岗位</strong></span></p><p><img src=\"https://static.tigerbbs.com/62f95d6ad2d14fbea229922705aeb47a\"/></p><p mpa-from-tpl=\"t\"><span>你还在看吗？</span></p><p mpa-from-tpl=\"t\"><img src=\"https://static.tigerbbs.com/5372958045f04e37abf6b4213457e7a3\"/></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国家认可！新冠肺炎特效药来了：一片20元，来自日本，比瑞德西韦有用</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国家认可！新冠肺炎特效药来了：一片20元，来自日本，比瑞德西韦有用\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2020-03-18 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img height=\"256\" src=\"https://static.tigerbbs.com/ebda685df0844dbd9a2795c26fef8259\" width=\"512\"/></p><p><span><strong><span>来自日本的法匹拉韦胜过了来自美国的瑞德西韦。</span></strong></span></p><p><span>  文 | I/O </span></p><p><span>新型冠状病毒引起的肺炎，终于有药可救了。</span></p><p><span>与之前的情况不同，这次用来对抗新冠病毒的药物，已经通过了我国临床研究和专家组的充分论证，并且已经获得我国科技部的认可——在国务院联防联控机制新闻发布会上科技部对其进行了专门介绍，并且还建议尽快纳入诊疗方案。</span></p><p><span>这种药的名字是：法匹拉韦（Favipiravir）。</span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-none-contnet=\"t\">1</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">法匹拉韦是如何获得中国</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">科技部认可的？</span></strong></span></p><p><span>在新冠肺炎的治疗中，法匹拉韦主要用来实现轻型、普通型向重型转化的阻断。也就是说，服用法匹拉韦之后，可以防止轻症患者转化为重症患者。 </span></p><p><span>根据科技部生物中心主任张新民 3 月 17 日在国务院联防联控机制新闻发布会上的介绍，法匹拉韦已完成临床研究，显示出很好的临床疗效。</span></p><p><img src=\"https://static.tigerbbs.com/4d48853c41ae47d09e2c452f446c5213\"/></p><p><span>在安全性方面，雷锋网了解到，法匹拉韦已经于 2014 年在日本获批上市，上市以来未见明显的不良反应；而在近段时间以来治疗新冠肺炎的临床研究中，未发现明显的不良反应。 </span></p><p><span>在有效性方面，深圳市第三人民医院开展了法匹拉韦联合干扰素治疗新冠肺炎有效性和安全性研究。在这项研究中，采用了入组患者 80 例，其中法匹拉韦组 35 例，对照组 45 例。</span></p><p><span>雷锋网了解到，这一研究由国家应急防控药物工程技术研究中心和深圳市第三人民医院刘磊、刘映霞团队合作完成。</span></p><p><span>研究结果显示，在病毒核酸转阴方面，法匹拉韦治疗组治疗后患者病毒核酸转阴与对照组相比，转阴时间中位值明显缩短，分别为 4 天和 11 天，具有显著差异。在胸部影像学改善方面，与对照组相比，改善率分别为 91.43% 和 62.22%。 </span></p><p><span>同时，武汉大学中南医院牵头开展了法匹拉韦治疗新冠肺炎的多中心、随机、开放、阳性平行对照临床研究，已完成各 120 例入组和临床治疗观察。</span></p><p><span>临床研究结果显示，采用了法匹拉韦的试验组在治疗新冠肺炎的疗效方面显著优于对照组。</span></p><p><span>具体来看：</span></p><ul><li><p><span>在主要终点评价指标方面，普通型患者在治疗结束时的临床恢复率，试验组显著优于对照组，分别为 71.43% 和 55.86%；</span></p></li><li><p><span>在次要终点评价指标方面，试验组在退热时间上显著优于对照组，平均退热时间分别为 2.5 天和 4.2 天；</span></p></li><li><p><span>试验组在咳嗽缓解时间上显著优于对照组，平均咳嗽缓解时间分别为 4.57 天和 5.98 天；</span></p></li><li><p><span>普通型患者在治疗期间的辅助氧疗或无创机械通气率，试验组显著低于对照组，分别为8.16% 和 17.12%。 </span></p></li></ul><p><span>以上评价指标，两组间均具有统计学的差异——由此，也可以清晰地看到法匹拉韦的药效。</span></p><p><span>另外，在可及性方面，2020 年 2 月，我国已经有相关企业获得国家药监局药品注册批件，并实现量产，临床药品供应有保障。</span></p><p><span>科技部方面表示，鉴于法匹拉韦安全性好、疗效明确、药品可及，经过科研攻关组组织专家充分论证，已正式向医疗救治组推荐，建议尽快纳入诊疗方案。</span></p><p><span>值得一提的是，在针对轻型、普通型向重型转化的阻断方面，除了法匹拉韦，还有磷酸氯喹和中医药也在重点推动之中；针对重型、危重型患者的救治，则重点推动恢复期血浆、托珠单抗、干细胞和人工肝的临床应用。</span></p><p><span>但总体来看，法匹拉韦作为治疗新冠肺炎的重点药物，已经得到我国国家层面的确认。</span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-none-contnet=\"t\">2</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">法匹拉韦：来自日本的抗流感</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">病毒药物</span></strong></span></p><p><span>法匹拉韦，英文名 Favipiravir，是一种新型的 RNA 聚合酶抑制剂，属于广谱抗流感病毒药物，由日本富士胶片控股公司旗下的日本富山化工制药公司（Toyama Chemical）开发。</span></p><p><span>2014 年 3 月，法匹拉韦在日本批准上市，英文商品名 Avigan，它被用于治疗新型和复发型流感，主要通过阻断病毒核酸复制的方法来抑制病毒增殖。 </span></p><p><span>它的结构式如下图： </span></p><p><img height=\"151\" src=\"https://static.tigerbbs.com/3743e48f0d5347f8b7d40e0c87767489\" width=\"309\"/></p><p><span>法匹拉韦的产品别名是 T705 或 T-705，化学名为 \"6-氟-3-羟基吡嗪-2-甲酰氨\"，分子式为 C₅H₄FN₃O₂，分子量为 157.105。</span></p><p><span>雷锋网了解到，法匹拉韦通过抑制与流感病毒复制相关的 RNA 聚合酶而显示抗病毒活性。它能够选择性抑制与流感病毒复制相关的 RNA 聚合酶。</span></p><p><span>具体来说，它可被宿主细胞酶磷酸核糖基化生成具有生物活性的法匹拉韦呋喃核糖基-5-三磷酸肌醇（法匹拉韦 RTP），病毒RNA 聚合酶错误的识别法匹拉韦 RTP，使法匹拉韦 RTP 插入到病毒 RNA 链或与病毒 RNA 聚合酶结构域结合，从而阻碍病毒 RNA 链的复制和转录。 </span></p><p><span>临床前药效学显示，它不仅对季节性流感病毒，而且对猪源性以及高致病性禽流感的各种流感病毒显示抗病毒活性，对现有的耐药细胞株未显示明显的交叉耐药性。它对多种亚型禽流感病毒有效，如 H1N1、H5N1 和 H7N9 型等，还能抑制其他病毒的转录，如沙粒病毒、黄热病毒、西尼罗河病、毒布尼亚病毒和手足口病毒等，</span></p><p><span>值得一提的是，在 2014 年抗击埃博拉病毒疫情的战役中，法国 1 例感染埃博拉病毒的女护士和西班牙 1 例染病护士均在服用法匹拉韦后痊愈。</span></p><p><span>专利方面，早在 1999 年 8 月 18 日，富山化工就在中国对法匹拉韦进行了化合物专利申请。后来，自 2008 年至 2011 年，法匹拉韦的原研公司在中国还申请了中间体、组合物、制备方法、制剂、药品衍生物等外围专利。</span></p><p><img src=\"https://static.tigerbbs.com/010da50cbf7f40f494a01c75b6fea8ba\"/></p><p><span>来源：药智专利通</span></p><p><span>值得强调的是，由于 20 年专利保护期已经过去，法匹拉韦在中国的化合物专利已经在 2019 年 8 月 18 日到期。</span></p><p><span>到目前为止，包括中国人民解放军军事医学科学院毒物药物研究、<a href=\"https://laohu8.com/S/01093\">石药集团</a>中奇制药技术（石家庄）有限公司、瑞阳制药有限公司等在内的单位已经申报注册法匹拉韦及相关制品，并且已经被批准临床。</span></p><p><img src=\"https://static.tigerbbs.com/f307cbaf310942d583099f29ddf7a888\"/></p><p><span>数据来源：药智数据企业版</span></p><p><span>不过，就目前来看，在法匹拉韦药物治疗方面走得比较快的是<a href=\"https://laohu8.com/S/600267\">海正药业</a>。</span></p><p><span>实际上，早在 2016 年 6 月，海正药业与日本富山化学工业株式会社签订了法匹拉韦的化合物专利独家授权协议；海正药业负责在中国研发、制造、销售含法匹拉韦的抗流感病毒药物。</span></p><p><span>新冠疫情爆发后，2020 年 2 月 15 日，法匹拉韦被科技部列入治疗新冠肺炎的三个临床实验西药（分别是法匹拉韦、瑞德西韦和磷酸氯喹）之一。</span></p><p><span>就在同一天，海正药业研制的 “法维拉韦片” 正式获得国家药监局批准上市，这是在疫情期间全国第一个批准上市的对新冠肺炎具有潜在疗效的药物。 </span></p><p><img src=\"https://static.tigerbbs.com/87d4a6d6bc714f77a30c8da84d48affd\"/></p><p><span>图自：药智数据</span></p><p><span>而如今，法匹拉韦终于获得我国官方认可，即将纳入到国家对新冠肺炎的治疗中去。</span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-none-contnet=\"t\">3</span></strong></span></p><p><span><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">瑞德西韦今何在？</span></strong></span></p><p><span>随着法匹拉韦正式获得认可，那么问题来了：</span></p><blockquote><p>此前被炒得一片火热的 “抗疫神药” 瑞德西韦（Remdesivir）去哪了？ </p></blockquote><p><span>3 月 13 日，美国 CDC 在医学预印本平台 medRxiv 发表了一篇论文，公布了美国首批 12 位新冠肺炎病人的情况，其中包括 3 位使用瑞德西韦来治疗的病人。但这份报告并没有直接体现瑞德西韦的效果。</span></p><p><span>论文发表后，Science 采访了加州大学感染病专家 George Thompson。George Thompson 表示，虽然患者使用瑞德西韦之后确实出现持续性好转，但是他没有任何证据证明这种好转与使用瑞德西韦之间存在关联。</span></p><p><img src=\"https://static.tigerbbs.com/f14e36f908814e3baf0e12bfbf312bc9\"/></p><p><span>图为 George Thompson</span></p><p><span>不仅如此，由于服用瑞德西韦的患者均出现了肝脏转氨酶升高和消化道出血等一系列症状，George Thompson 表示，如果这种药物对 50% 的人有肝脏毒性，而患者本身有几率治愈，那么该药并不适合用于早期治疗。 </span></p><p><span>至于中国官方对于瑞德西韦的态度，此前，科技部生物中心副主任孙燕荣在 3 月 6 日介绍称：</span></p><blockquote><p>今年 2 月初，瑞德西韦这款药物进入到临床研究，那么主要在中国开展了两项临床研究，一项是针对重症患者，一项是针对轻症和普通症患者，这两项研究所采用的都是双盲研究的方法，从目前来看的话，我们还没有进行得到研究组的明确的结果，因为还没有正式揭盲。</p></blockquote><p><span>而到了 3 月 17 日，科技部就瑞德西韦出现不良反应的情况再次进行回应——科技部生物中心主任张新民表示，对于正在进行的临床试验，还没有上市的新药，将根据研发的进展情况，对安全性和有效性进行持续的关注。</span></p><p><span>可见，到目前为止，在针对新冠肺炎治疗效果的认可度上，来自日本的法匹拉韦胜过了来自美国的瑞德西韦。</span></p><p><span>有趣的是，由于法匹拉韦获得中国官方认可，该药背后的母公司——日本富士胶片的股票已经在 3 月 18 日暂停交易，原因是买入订单过多。</span></p><p><img src=\"https://static.tigerbbs.com/46d26c80b4764735927442cc22e192e9\"/></p><p><span>最后的一个小知识点：</span></p><blockquote><p>目前上市的海正药业法维拉韦片有两种规格：规格为 0.2g 40 片/盒的价格为 780 元，0.2g 20 片/盒的价格为 398 元——每片的价格接近 20元。</p></blockquote><p><span>本文参考链接：</span></p><p><span>http://www.nhc.gov.cn/xcs/s3574/202003/01426fc0590249ecac89a2874214e523.shtml</span></p><p><span>https://www.chemicalbook.com/ProductDict_254.htm</span></p><p><span>https://db.yaozh.com/pijian?comprehensivesearchcontent=%E6%B3%95%E5%8C%B9%E6%8B%89%E9%9F%A6</span></p><p><span>https://t.qianzhan.com/caijing/detail/200318-28b80992.html</span></p><p><span>http://finance.sina.com.cn/stock/usstock/c/2020-03-18/doc-iimxxstf9866358.shtml</span></p><p><span>https://news.yaozh.com/archive/28685.html</span></p><p><span>https://www.antpedia.com/news/01/n-2365001.html</span></p><p><span>https://www.sciencemag.org/news/2020/03/did-experimental-drug-help-us-coronavirus-patient</span></p><p><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong><span>往期推荐</span></strong></span></p><p><span><span>▎</span><span>网红电梯是怎样“造”成的</span></span></p><p><span><span>▎</span>教育行业终局？OMO模式箭在弦上</span></p><p><span>▎SaaS的安全之痛</span></p><p><span><span>▎首次</span><span>发现！A型血更易感新冠肺炎；军队成功研制重组新冠疫苗；新款iPad Pro现身<a href=\"https://laohu8.com/S/AAPL\">苹果</a>官网</span></span></p><p><span><strong>扫码入2020春招群，获取阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>独家内推岗位</strong></span></p><p><img src=\"https://static.tigerbbs.com/62f95d6ad2d14fbea229922705aeb47a\"/></p><p mpa-from-tpl=\"t\"><span>你还在看吗？</span></p><p mpa-from-tpl=\"t\"><img src=\"https://static.tigerbbs.com/5372958045f04e37abf6b4213457e7a3\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6daacf13f78492ec38a4e178ddca49","relate_stocks":{"GILD":"吉利德科学"},"source_url":"http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651466556&idx=1&sn=295274e9e655d286875d30e0b34736ec&chksm=624e2b9e5539a2884973f58eb313da4ae1bf8a95b96a749b9edaadbb5992f4288040d0cd61e4&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2020636386","content_text":"来自日本的法匹拉韦胜过了来自美国的瑞德西韦。  文 | I/O 新型冠状病毒引起的肺炎，终于有药可救了。与之前的情况不同，这次用来对抗新冠病毒的药物，已经通过了我国临床研究和专家组的充分论证，并且已经获得我国科技部的认可——在国务院联防联控机制新闻发布会上科技部对其进行了专门介绍，并且还建议尽快纳入诊疗方案。这种药的名字是：法匹拉韦（Favipiravir）。1法匹拉韦是如何获得中国科技部认可的？在新冠肺炎的治疗中，法匹拉韦主要用来实现轻型、普通型向重型转化的阻断。也就是说，服用法匹拉韦之后，可以防止轻症患者转化为重症患者。 根据科技部生物中心主任张新民 3 月 17 日在国务院联防联控机制新闻发布会上的介绍，法匹拉韦已完成临床研究，显示出很好的临床疗效。在安全性方面，雷锋网了解到，法匹拉韦已经于 2014 年在日本获批上市，上市以来未见明显的不良反应；而在近段时间以来治疗新冠肺炎的临床研究中，未发现明显的不良反应。 在有效性方面，深圳市第三人民医院开展了法匹拉韦联合干扰素治疗新冠肺炎有效性和安全性研究。在这项研究中，采用了入组患者 80 例，其中法匹拉韦组 35 例，对照组 45 例。雷锋网了解到，这一研究由国家应急防控药物工程技术研究中心和深圳市第三人民医院刘磊、刘映霞团队合作完成。研究结果显示，在病毒核酸转阴方面，法匹拉韦治疗组治疗后患者病毒核酸转阴与对照组相比，转阴时间中位值明显缩短，分别为 4 天和 11 天，具有显著差异。在胸部影像学改善方面，与对照组相比，改善率分别为 91.43% 和 62.22%。 同时，武汉大学中南医院牵头开展了法匹拉韦治疗新冠肺炎的多中心、随机、开放、阳性平行对照临床研究，已完成各 120 例入组和临床治疗观察。临床研究结果显示，采用了法匹拉韦的试验组在治疗新冠肺炎的疗效方面显著优于对照组。具体来看：在主要终点评价指标方面，普通型患者在治疗结束时的临床恢复率，试验组显著优于对照组，分别为 71.43% 和 55.86%；在次要终点评价指标方面，试验组在退热时间上显著优于对照组，平均退热时间分别为 2.5 天和 4.2 天；试验组在咳嗽缓解时间上显著优于对照组，平均咳嗽缓解时间分别为 4.57 天和 5.98 天；普通型患者在治疗期间的辅助氧疗或无创机械通气率，试验组显著低于对照组，分别为8.16% 和 17.12%。 以上评价指标，两组间均具有统计学的差异——由此，也可以清晰地看到法匹拉韦的药效。另外，在可及性方面，2020 年 2 月，我国已经有相关企业获得国家药监局药品注册批件，并实现量产，临床药品供应有保障。科技部方面表示，鉴于法匹拉韦安全性好、疗效明确、药品可及，经过科研攻关组组织专家充分论证，已正式向医疗救治组推荐，建议尽快纳入诊疗方案。值得一提的是，在针对轻型、普通型向重型转化的阻断方面，除了法匹拉韦，还有磷酸氯喹和中医药也在重点推动之中；针对重型、危重型患者的救治，则重点推动恢复期血浆、托珠单抗、干细胞和人工肝的临床应用。但总体来看，法匹拉韦作为治疗新冠肺炎的重点药物，已经得到我国国家层面的确认。2法匹拉韦：来自日本的抗流感病毒药物法匹拉韦，英文名 Favipiravir，是一种新型的 RNA 聚合酶抑制剂，属于广谱抗流感病毒药物，由日本富士胶片控股公司旗下的日本富山化工制药公司（Toyama Chemical）开发。2014 年 3 月，法匹拉韦在日本批准上市，英文商品名 Avigan，它被用于治疗新型和复发型流感，主要通过阻断病毒核酸复制的方法来抑制病毒增殖。 它的结构式如下图： 法匹拉韦的产品别名是 T705 或 T-705，化学名为 \"6-氟-3-羟基吡嗪-2-甲酰氨\"，分子式为 C₅H₄FN₃O₂，分子量为 157.105。雷锋网了解到，法匹拉韦通过抑制与流感病毒复制相关的 RNA 聚合酶而显示抗病毒活性。它能够选择性抑制与流感病毒复制相关的 RNA 聚合酶。具体来说，它可被宿主细胞酶磷酸核糖基化生成具有生物活性的法匹拉韦呋喃核糖基-5-三磷酸肌醇（法匹拉韦 RTP），病毒RNA 聚合酶错误的识别法匹拉韦 RTP，使法匹拉韦 RTP 插入到病毒 RNA 链或与病毒 RNA 聚合酶结构域结合，从而阻碍病毒 RNA 链的复制和转录。 临床前药效学显示，它不仅对季节性流感病毒，而且对猪源性以及高致病性禽流感的各种流感病毒显示抗病毒活性，对现有的耐药细胞株未显示明显的交叉耐药性。它对多种亚型禽流感病毒有效，如 H1N1、H5N1 和 H7N9 型等，还能抑制其他病毒的转录，如沙粒病毒、黄热病毒、西尼罗河病、毒布尼亚病毒和手足口病毒等，值得一提的是，在 2014 年抗击埃博拉病毒疫情的战役中，法国 1 例感染埃博拉病毒的女护士和西班牙 1 例染病护士均在服用法匹拉韦后痊愈。专利方面，早在 1999 年 8 月 18 日，富山化工就在中国对法匹拉韦进行了化合物专利申请。后来，自 2008 年至 2011 年，法匹拉韦的原研公司在中国还申请了中间体、组合物、制备方法、制剂、药品衍生物等外围专利。来源：药智专利通值得强调的是，由于 20 年专利保护期已经过去，法匹拉韦在中国的化合物专利已经在 2019 年 8 月 18 日到期。到目前为止，包括中国人民解放军军事医学科学院毒物药物研究、石药集团中奇制药技术（石家庄）有限公司、瑞阳制药有限公司等在内的单位已经申报注册法匹拉韦及相关制品，并且已经被批准临床。数据来源：药智数据企业版不过，就目前来看，在法匹拉韦药物治疗方面走得比较快的是海正药业。实际上，早在 2016 年 6 月，海正药业与日本富山化学工业株式会社签订了法匹拉韦的化合物专利独家授权协议；海正药业负责在中国研发、制造、销售含法匹拉韦的抗流感病毒药物。新冠疫情爆发后，2020 年 2 月 15 日，法匹拉韦被科技部列入治疗新冠肺炎的三个临床实验西药（分别是法匹拉韦、瑞德西韦和磷酸氯喹）之一。就在同一天，海正药业研制的 “法维拉韦片” 正式获得国家药监局批准上市，这是在疫情期间全国第一个批准上市的对新冠肺炎具有潜在疗效的药物。 图自：药智数据而如今，法匹拉韦终于获得我国官方认可，即将纳入到国家对新冠肺炎的治疗中去。3瑞德西韦今何在？随着法匹拉韦正式获得认可，那么问题来了：此前被炒得一片火热的 “抗疫神药” 瑞德西韦（Remdesivir）去哪了？ 3 月 13 日，美国 CDC 在医学预印本平台 medRxiv 发表了一篇论文，公布了美国首批 12 位新冠肺炎病人的情况，其中包括 3 位使用瑞德西韦来治疗的病人。但这份报告并没有直接体现瑞德西韦的效果。论文发表后，Science 采访了加州大学感染病专家 George Thompson。George Thompson 表示，虽然患者使用瑞德西韦之后确实出现持续性好转，但是他没有任何证据证明这种好转与使用瑞德西韦之间存在关联。图为 George Thompson不仅如此，由于服用瑞德西韦的患者均出现了肝脏转氨酶升高和消化道出血等一系列症状，George Thompson 表示，如果这种药物对 50% 的人有肝脏毒性，而患者本身有几率治愈，那么该药并不适合用于早期治疗。 至于中国官方对于瑞德西韦的态度，此前，科技部生物中心副主任孙燕荣在 3 月 6 日介绍称：今年 2 月初，瑞德西韦这款药物进入到临床研究，那么主要在中国开展了两项临床研究，一项是针对重症患者，一项是针对轻症和普通症患者，这两项研究所采用的都是双盲研究的方法，从目前来看的话，我们还没有进行得到研究组的明确的结果，因为还没有正式揭盲。而到了 3 月 17 日，科技部就瑞德西韦出现不良反应的情况再次进行回应——科技部生物中心主任张新民表示，对于正在进行的临床试验，还没有上市的新药，将根据研发的进展情况，对安全性和有效性进行持续的关注。可见，到目前为止，在针对新冠肺炎治疗效果的认可度上，来自日本的法匹拉韦胜过了来自美国的瑞德西韦。有趣的是，由于法匹拉韦获得中国官方认可，该药背后的母公司——日本富士胶片的股票已经在 3 月 18 日暂停交易，原因是买入订单过多。最后的一个小知识点：目前上市的海正药业法维拉韦片有两种规格：规格为 0.2g 40 片/盒的价格为 780 元，0.2g 20 片/盒的价格为 398 元——每片的价格接近 20元。本文参考链接：http://www.nhc.gov.cn/xcs/s3574/202003/01426fc0590249ecac89a2874214e523.shtmlhttps://www.chemicalbook.com/ProductDict_254.htmhttps://db.yaozh.com/pijian?comprehensivesearchcontent=%E6%B3%95%E5%8C%B9%E6%8B%89%E9%9F%A6https://t.qianzhan.com/caijing/detail/200318-28b80992.htmlhttp://finance.sina.com.cn/stock/usstock/c/2020-03-18/doc-iimxxstf9866358.shtmlhttps://news.yaozh.com/archive/28685.htmlhttps://www.antpedia.com/news/01/n-2365001.htmlhttps://www.sciencemag.org/news/2020/03/did-experimental-drug-help-us-coronavirus-patient往期推荐▎网红电梯是怎样“造”成的▎教育行业终局？OMO模式箭在弦上▎SaaS的安全之痛▎首次发现！A型血更易感新冠肺炎；军队成功研制重组新冠疫苗；新款iPad Pro现身苹果官网扫码入2020春招群，获取阿里腾讯独家内推岗位你还在看吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980273618,"gmtCreate":1582537433334,"gmtModify":1704346685766,"author":{"id":"3466060342012871","authorId":"3466060342012871","name":"大笨钟","avatar":"https://static.tigerbbs.com/7ab938aff7653ff40a1189a887a5bd26","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466060342012871","authorIdStr":"3466060342012871"},"themes":[],"htmlText":"**，推得一干二净。请问双黄连夫妻是啥回事？请问黄燕玲是啥回事？人家指名道姓的，这么多天也是活不见人，没有出来走两步？最关键的零号病人在哪？为什么回避关键问题？","listText":"**，推得一干二净。请问双黄连夫妻是啥回事？请问黄燕玲是啥回事？人家指名道姓的，这么多天也是活不见人，没有出来走两步？最关键的零号病人在哪？为什么回避关键问题？","text":"**，推得一干二净。请问双黄连夫妻是啥回事？请问黄燕玲是啥回事？人家指名道姓的，这么多天也是活不见人，没有出来走两步？最关键的零号病人在哪？为什么回避关键问题？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980273618","repostId":"2013077056","repostType":2,"repost":{"id":"2013077056","kind":"news","pubTimestamp":1582382003,"share":"https://www.laohu8.com/m/news/2013077056?lang=&edition=full","pubTime":"2020-02-22 22:33","market":"us","language":"zh","title":"“人造病毒”泄露？抢注专利不厚道？武汉病毒所党委书记回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2013077056","media":"一财网","summary":"这些问题到底是另一种“阴谋论”，还是合理的科学怀疑？中科院武汉病毒所党委书记、副所长、病毒学国家重点实验室副主任肖庚富正面回应。 日前，有一篇题为《请问武汉病毒研究所，你是能未卜先知吗?》的网文在网络","content":"<html><body><p> 这些问题到底是另一种“阴谋论”，还是合理的科学怀疑？中科院武汉病毒所党委书记、副所长、病毒学国家重点实验室副主任肖庚富正面回应。 </p><p>日前，有一篇题为《请问武汉病毒研究所，你是能未卜先知吗?》的网文在网络上流传，对“中科院武汉病毒所泄露人造病毒”、“抢注瑞德西韦专利”等问题再次提出了质疑，并引发公众关注。</p><p>那么，这些问题到底是另一种“阴谋论”，还是合理的科学怀疑？记者采访了中科院武汉病毒所党委书记、副所长、病毒学国家重点实验室副主任肖庚富研究员，他对这些问题进行了正面回应。</p><p>科学网：新冠肺炎疫情发生后，出现一些针对武汉病毒所的质疑，所里怎么看待这些问题？</p><p>肖庚富：新冠肺炎疫情发生后，我所职工、学生紧急投入相关科研工作。这段时间，病毒基因组测序、病原鉴定、病毒溯源、病原检测、药物疫苗研制、动物模型建立等科研攻关，以及支援地方开展疑似病例核酸检测，各方面任务集中过来，大家日夜忙碌，无暇他顾。</p><p>看到有人在网上说我们“制造”甚至“泄漏”了2019新冠病毒时，我们的感觉是被人当头打了一闷棍，也觉得特别匪夷所思。后来，国内国际很多专家都公开发声，主流观点是该新冠病毒来自自然界，没有发现人工合成的证据。《柳叶刀》杂志也于2月18日发表文章，来自全球多个国家和地区著名科研单位的27位病毒学家、流行病学家联合发表声明反对阴谋论，全力支持奋战在疫情一线的我国科技工作者。我们觉得，这个问题的答案已经逐步清晰了。</p><p>至于“泄漏”，我们所最早是在2019年12月30日收到武汉市金银潭医院送来的不明原因肺炎样品，立即组织力量、连续72小时攻关，于2020年1月2日确定2019新冠病毒的全基因组序列，1月5日分离得到病毒毒株，为确定病原、开展病毒检测、药物筛选研发提供了重要基础。在此之前，我们所根本没有这个病毒。</p><p>后来，又陆续出现了一些质疑。我们针对性地进行了一些回应和声明。现在，考虑到部分问题比较专业、部分公众仍然有些疑问，我接受您的采访，尽我所能地进行回应。</p><p>关于“人造病毒”泄露</p><p>科学网：2015年，《自然-医学》杂志发表了一篇题为《一种传播性类SARS蝙蝠冠状病毒群显示感染人类的可能性》（A SARS-like cluster of circulating bat coronaviruses shows potential for human emergence）的论文，这篇论文发现一种叫做SHC014的病毒具有潜在致病性，研究者还进一步构建了一种嵌合病毒。武汉病毒所石正丽是作者之一，石正丽在这项研究中做了什么工作？</p><p>肖庚富：这篇论文的工作主要是在美国北卡罗莱纳大学 Ralph Baric 教授的实验室完成的，该论文第一作者、通讯作者都是美国学者。在这项研究中，石正丽研究员仅提供了SHC014这个冠状病毒的刺突囊膜蛋白基因序列，没有参与用它构建嵌合病毒的具体实验操作，所构建的病毒材料也未引进国内。这项工作的动物实验都是在美国完成的，而且美国团队只开展过小鼠感染实验，未开展非人灵长类感染实验。另外要说明的是，SHC014与此次的2019新型冠状病毒全基因组序列相似性为79.6%，它们不是近亲，而且武汉病毒所也没有SHC014 活病毒。也就是说，武汉病毒所从未合成、保藏过2015年发表的这项工作中由美国团队实施构建的嵌合病毒，也未对该嵌合病毒进行后续研究。</p><p>科学网：2018年，《自然》杂志也刊发了石正丽团队的一篇论文，研究人员在猪体内分离出一株新型冠状病毒，这株病毒与此次引起疫情的新型冠状病毒有什么关系？</p><p>肖庚富：这株冠状病毒是我所石正丽团队在与国内外相关团队的合作研究中，在广东种猪场患病仔猪体内分离出来的，研究人员认为这种冠状病毒是造成仔猪死亡的原因，将其命名为“猪急性腹泻综合征冠状病毒”（简称SADS-CoV）。</p><p>SADS-CoV属于α冠状病毒属，2019新冠病毒属于β冠状病毒属，二者全基因组序列相似约为 50%，亲缘关系甚远。2018年发现的SADS-CoV是一个从蝙蝠跨种感染到猪的病毒，此病毒不感染人，且与此次的2019新型冠状病毒不是一种病毒。实际上，多种冠状病毒，如SADS-CoV、MERS-CoV和2019新冠病毒（2019-nCoV），在发现之初都被称之为“新型冠状病毒”，后来才给予更明确的命名。</p><p>关于抢注瑞德西韦专利</p><p>科学网：有网友质疑，美国首例新冠肺炎患者是在1月20日确诊的，在入院7天后使用了瑞德西韦，发现疗效明显。1月31日，这个结果在《新英格兰医学杂志》发表。而武汉病毒所则是早在在1月21日就申报了专利，比论文发表整整早了10天。武汉病毒所是如何“预见”它可能对新型冠状病毒有效的？</p><p>肖庚富： 在国家有关部门指导下，武汉病毒所在2019年12月30日收到了武汉市不明原因肺炎样品，立即开展了科研攻关，并在2020年1月5日成功分离新冠病毒毒株，随即为国内多家药物研发单位进行药物筛选等工作提供了支撑。这些被筛选药物，主要是各药物研发单位基于多年研究抗病毒药物的基础和知识确定的，这里既有瑞德西韦，也有磷酸氯喹等。其中，磷酸氯喹经过进一步验证，现在已经纳入我国《新型冠状病毒感染的肺炎诊疗方案（试行第六版）》。现在，药物筛选工作还在我们的平台上持续进行，同时还有众多药物研发者希望利用我们的平台开展工作。</p><p>武汉病毒所在合作研究中，围绕抗病毒药物筛选开展研究，发现瑞德西韦在细胞水平上能有效抑制新冠病毒的感染，有初步确证结果后，1月19日由合作单位代表研究团队首先向国家有关部门报告后，于21日申报中国发明专利。同时，合作双方也将这一发现通过多种形式向国家和省市相关部门报告。</p><p>另外，武汉病毒所在此项研究中的合作单位在2019新冠病毒发现之前，就已利用FDA批准的上市药物库和临床药物库，从几千种化合物中，筛选过对冠状病毒 HCoV-229E（编者注：这是一种致病性较低的冠状病毒，通常仅引起普通感冒症状）有效的药物，根据研究结果给武汉病毒所提供了一个优先筛选名录，瑞德西韦就在这批优先的名单中。因此，这不是什么“未卜先知”，而是基于前期大量研究工作的结果。</p><p>科学网：瑞德西韦正在开展临床研究，还没有获得生产许可，武汉病毒所是如何获得瑞德西韦的？此前是否与生产瑞德西韦的吉利德公司有过合作？</p><p>肖庚富：做科学研究的化合物与临床用的药片不同，瑞德西韦虽然作为药物还没有在我国上市，但可从实验试剂销售商购得。我们实验用的瑞德西韦是由合作方提供的，既有试剂公司的产品，也有合作单位合成的瑞得西韦。武汉病毒所从来没有与吉利德公司有过任何联系。</p><p>科学网：抢注瑞德西韦的专利，是否有违相关法律法规？</p><p>肖庚富：药物专利分为产品发明和方法发明两大类。产品专利包括物质、制剂、合成中间体、包装等；方法专利可以大体分为两类，即适应症专利和边缘方法专利，其中适应症专利的创新点在于针对一种新的适应症，本质上是药物的使用方法，常被称为制药用途专利。</p><p>美国吉利德公司申请专利的时间早于这次新冠病毒的发现时间，它的实验和专利申请中要求的权利不可能包括这个在其申请日之后才出现的新病毒，吉利德应只对它专利中有实施例说明的病毒拥有适应症专利。</p><p>在此项研究中的合作单位和武汉病毒所1月21日申报的专利，专利权人为合作单位，发明人为合作双方在该项合作研究中的团队成员。该专利属于针对抗2019新冠病毒的适应症专利，符合有关法规和通行准则，是药物研发领域和知识产权领域的正常、通常举措。</p><p>科学网：即便如此，有人认为，此举显得很不厚道？</p><p>肖庚富：因为此事，武汉病毒所的确承受了极大的舆论压力，这是事实。</p><p>这里要说明一点，合作双方在1月21日申报专利时，突发公共卫生事件的应急响应并没有宣布启动。我们双方没有在媒体上宣传，而是先报告国家有关部门，然后按照科学规范将我们的发现整理成文章接受同行评议，我国主办的学术期刊Cell Research 接收文章并在网上在线公开后，我们才在所官网报道相关科研进展，这里有个时间差，所以造成普通民众误解。</p><p>另外，在国家出现紧急状态或者非常情况或者为了公共利益目的时，国务院专利行政部门其实可不经专利权人同意，直接允许其他单位或个人实施其发明创造，即“强制许可”。</p><p>但是，在当前中美贸易摩擦的大背景下，知识产权是贸易战的核心领域。美国吉利德公司拥有瑞德西韦的化合物专利，如果我国对瑞得西韦采取了强制许可，我们可能面临较大的国际舆论等风险，这是合作双方决定去申请专利的一个方面。</p><p>另一方面，如果我国获得了瑞德西韦抗新冠病毒的适应症专利，就可能出现有利于我国的“交叉许可”情形。也就是各方都想将瑞得西韦用于治疗新冠病毒，但都会侵犯对方专利，因此就可能通过协商谈判，来进行相互的许可。</p><p>也就是说，如果瑞德西韦能够成药，美国吉利德愿意许可给中国企业，中方申请的适应症专利有可能成为一个可以对药价谈判产生影响的因素。从保障国家利益的角度出发，对在我国尚未上市、且具有知识产权壁垒的药物，依据国际惯例申请适应症专利，为我国争取了一个更好谈判筹码。</p><p>我想强调的是，合作双方都是国立研究机构，他们的工作均以国家和人民利益为根本目标，所做出的决策也是基于这一根本目标。</p><p>至于此举是否会“伤害”吉利德公司，其实合作双方已经申明过：如果国外相关企业有意向为我国疫情防控做出贡献，我们双方一致同意在国家需要的情况下，暂不要求实施专利所主张的权利，希望和国外制药公司共同协作为疫情防控尽绵薄之力。</p><p>责编：漆辛夷</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 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href=http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000o3v5.html><strong>一财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这些问题到底是另一种“阴谋论”，还是合理的科学怀疑？中科院武汉病毒所党委书记、副所长、病毒学国家重点实验室副主任肖庚富正面回应。 日前，有一篇题为《请问武汉病毒研究所，你是能未卜先知吗?》的网文在网络上流传，对“中科院武汉病毒所泄露人造病毒”、“抢注瑞德西韦专利”等问题再次提出了质疑，并引发公众关注。那么，这些问题到底是另一种“阴谋论”，还是合理的科学怀疑？记者采访了中科院武汉病毒所党委书记、...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000o3v5.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f874ded00c644297784368a7af94c8ae","relate_stocks":{"GILD":"吉利德科学"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000o3v5.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2013077056","content_text":"这些问题到底是另一种“阴谋论”，还是合理的科学怀疑？中科院武汉病毒所党委书记、副所长、病毒学国家重点实验室副主任肖庚富正面回应。 日前，有一篇题为《请问武汉病毒研究所，你是能未卜先知吗?》的网文在网络上流传，对“中科院武汉病毒所泄露人造病毒”、“抢注瑞德西韦专利”等问题再次提出了质疑，并引发公众关注。那么，这些问题到底是另一种“阴谋论”，还是合理的科学怀疑？记者采访了中科院武汉病毒所党委书记、副所长、病毒学国家重点实验室副主任肖庚富研究员，他对这些问题进行了正面回应。科学网：新冠肺炎疫情发生后，出现一些针对武汉病毒所的质疑，所里怎么看待这些问题？肖庚富：新冠肺炎疫情发生后，我所职工、学生紧急投入相关科研工作。这段时间，病毒基因组测序、病原鉴定、病毒溯源、病原检测、药物疫苗研制、动物模型建立等科研攻关，以及支援地方开展疑似病例核酸检测，各方面任务集中过来，大家日夜忙碌，无暇他顾。看到有人在网上说我们“制造”甚至“泄漏”了2019新冠病毒时，我们的感觉是被人当头打了一闷棍，也觉得特别匪夷所思。后来，国内国际很多专家都公开发声，主流观点是该新冠病毒来自自然界，没有发现人工合成的证据。《柳叶刀》杂志也于2月18日发表文章，来自全球多个国家和地区著名科研单位的27位病毒学家、流行病学家联合发表声明反对阴谋论，全力支持奋战在疫情一线的我国科技工作者。我们觉得，这个问题的答案已经逐步清晰了。至于“泄漏”，我们所最早是在2019年12月30日收到武汉市金银潭医院送来的不明原因肺炎样品，立即组织力量、连续72小时攻关，于2020年1月2日确定2019新冠病毒的全基因组序列，1月5日分离得到病毒毒株，为确定病原、开展病毒检测、药物筛选研发提供了重要基础。在此之前，我们所根本没有这个病毒。后来，又陆续出现了一些质疑。我们针对性地进行了一些回应和声明。现在，考虑到部分问题比较专业、部分公众仍然有些疑问，我接受您的采访，尽我所能地进行回应。关于“人造病毒”泄露科学网：2015年，《自然-医学》杂志发表了一篇题为《一种传播性类SARS蝙蝠冠状病毒群显示感染人类的可能性》（A SARS-like cluster of circulating bat coronaviruses shows potential for human emergence）的论文，这篇论文发现一种叫做SHC014的病毒具有潜在致病性，研究者还进一步构建了一种嵌合病毒。武汉病毒所石正丽是作者之一，石正丽在这项研究中做了什么工作？肖庚富：这篇论文的工作主要是在美国北卡罗莱纳大学 Ralph Baric 教授的实验室完成的，该论文第一作者、通讯作者都是美国学者。在这项研究中，石正丽研究员仅提供了SHC014这个冠状病毒的刺突囊膜蛋白基因序列，没有参与用它构建嵌合病毒的具体实验操作，所构建的病毒材料也未引进国内。这项工作的动物实验都是在美国完成的，而且美国团队只开展过小鼠感染实验，未开展非人灵长类感染实验。另外要说明的是，SHC014与此次的2019新型冠状病毒全基因组序列相似性为79.6%，它们不是近亲，而且武汉病毒所也没有SHC014 活病毒。也就是说，武汉病毒所从未合成、保藏过2015年发表的这项工作中由美国团队实施构建的嵌合病毒，也未对该嵌合病毒进行后续研究。科学网：2018年，《自然》杂志也刊发了石正丽团队的一篇论文，研究人员在猪体内分离出一株新型冠状病毒，这株病毒与此次引起疫情的新型冠状病毒有什么关系？肖庚富：这株冠状病毒是我所石正丽团队在与国内外相关团队的合作研究中，在广东种猪场患病仔猪体内分离出来的，研究人员认为这种冠状病毒是造成仔猪死亡的原因，将其命名为“猪急性腹泻综合征冠状病毒”（简称SADS-CoV）。SADS-CoV属于α冠状病毒属，2019新冠病毒属于β冠状病毒属，二者全基因组序列相似约为 50%，亲缘关系甚远。2018年发现的SADS-CoV是一个从蝙蝠跨种感染到猪的病毒，此病毒不感染人，且与此次的2019新型冠状病毒不是一种病毒。实际上，多种冠状病毒，如SADS-CoV、MERS-CoV和2019新冠病毒（2019-nCoV），在发现之初都被称之为“新型冠状病毒”，后来才给予更明确的命名。关于抢注瑞德西韦专利科学网：有网友质疑，美国首例新冠肺炎患者是在1月20日确诊的，在入院7天后使用了瑞德西韦，发现疗效明显。1月31日，这个结果在《新英格兰医学杂志》发表。而武汉病毒所则是早在在1月21日就申报了专利，比论文发表整整早了10天。武汉病毒所是如何“预见”它可能对新型冠状病毒有效的？肖庚富： 在国家有关部门指导下，武汉病毒所在2019年12月30日收到了武汉市不明原因肺炎样品，立即开展了科研攻关，并在2020年1月5日成功分离新冠病毒毒株，随即为国内多家药物研发单位进行药物筛选等工作提供了支撑。这些被筛选药物，主要是各药物研发单位基于多年研究抗病毒药物的基础和知识确定的，这里既有瑞德西韦，也有磷酸氯喹等。其中，磷酸氯喹经过进一步验证，现在已经纳入我国《新型冠状病毒感染的肺炎诊疗方案（试行第六版）》。现在，药物筛选工作还在我们的平台上持续进行，同时还有众多药物研发者希望利用我们的平台开展工作。武汉病毒所在合作研究中，围绕抗病毒药物筛选开展研究，发现瑞德西韦在细胞水平上能有效抑制新冠病毒的感染，有初步确证结果后，1月19日由合作单位代表研究团队首先向国家有关部门报告后，于21日申报中国发明专利。同时，合作双方也将这一发现通过多种形式向国家和省市相关部门报告。另外，武汉病毒所在此项研究中的合作单位在2019新冠病毒发现之前，就已利用FDA批准的上市药物库和临床药物库，从几千种化合物中，筛选过对冠状病毒 HCoV-229E（编者注：这是一种致病性较低的冠状病毒，通常仅引起普通感冒症状）有效的药物，根据研究结果给武汉病毒所提供了一个优先筛选名录，瑞德西韦就在这批优先的名单中。因此，这不是什么“未卜先知”，而是基于前期大量研究工作的结果。科学网：瑞德西韦正在开展临床研究，还没有获得生产许可，武汉病毒所是如何获得瑞德西韦的？此前是否与生产瑞德西韦的吉利德公司有过合作？肖庚富：做科学研究的化合物与临床用的药片不同，瑞德西韦虽然作为药物还没有在我国上市，但可从实验试剂销售商购得。我们实验用的瑞德西韦是由合作方提供的，既有试剂公司的产品，也有合作单位合成的瑞得西韦。武汉病毒所从来没有与吉利德公司有过任何联系。科学网：抢注瑞德西韦的专利，是否有违相关法律法规？肖庚富：药物专利分为产品发明和方法发明两大类。产品专利包括物质、制剂、合成中间体、包装等；方法专利可以大体分为两类，即适应症专利和边缘方法专利，其中适应症专利的创新点在于针对一种新的适应症，本质上是药物的使用方法，常被称为制药用途专利。美国吉利德公司申请专利的时间早于这次新冠病毒的发现时间，它的实验和专利申请中要求的权利不可能包括这个在其申请日之后才出现的新病毒，吉利德应只对它专利中有实施例说明的病毒拥有适应症专利。在此项研究中的合作单位和武汉病毒所1月21日申报的专利，专利权人为合作单位，发明人为合作双方在该项合作研究中的团队成员。该专利属于针对抗2019新冠病毒的适应症专利，符合有关法规和通行准则，是药物研发领域和知识产权领域的正常、通常举措。科学网：即便如此，有人认为，此举显得很不厚道？肖庚富：因为此事，武汉病毒所的确承受了极大的舆论压力，这是事实。这里要说明一点，合作双方在1月21日申报专利时，突发公共卫生事件的应急响应并没有宣布启动。我们双方没有在媒体上宣传，而是先报告国家有关部门，然后按照科学规范将我们的发现整理成文章接受同行评议，我国主办的学术期刊Cell Research 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