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2023-08-01

蔚来真的交付了20000台新车？？

蔚来：7月交付新车20,462台，同比增长103.6%

2023-04-20

晚上要涨

台积电Q1营收5086.33亿新台币，同比增长3.6%

2022-10-18

造车三傻，哈哈哈哈！

抱歉，原内容已删除

2021-11-09

$Palantir Technologies Inc.(PLTR)$财报一般？中规中矩？？没啥亮点？

2021-09-28

净扯淡，国家还能缺那点煤？？

回顾历史上5次大规模限电，告诉你这次影响有多大

2021-09-28

我们都赢麻了，不可能缺那点煤！中国加油！

抱歉，原内容已删除

2021-09-20

$辉瑞(PFE)$你可真魔性！

2021-09-16

$辉瑞(PFE)$难怪每天都在阴跌！FDA没有审批。

2021-09-01

短期可能吗？

@SGY:$Pfizer(PFE)$Are you going back to 50?

2021-08-30

$辉瑞(PFE)$ 但愿这周能够绝地反击。

2021-08-19

$辉瑞(PFE)$今天所有票都会被大盘和美联储带崩！美联储真是神经病，一天到晚乱开什么会啊！

2021-08-19

$AMD(AMD)$这又是啥情况！？

2021-08-18

$AMD(AMD)$被你打败了

2021-08-17

$辉瑞(PFE)$出什么情况了这是？

2021-08-17

$新东方(EDU)$请教个问题，如果股票合股的话，期权怎么办？

2021-08-16

也对也不对，市值跌掉9层，随便拉拉都能涨啊！

“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”

2021-08-16

$AMD(AMD)$今天这是要凉啊！

2021-08-16

$辉瑞(PFE)$看来今天这是要凉的节奏啊！

2021-08-13

$辉瑞(PFE)$今天打赏个10%？

2021-08-13

$AMD(AMD)$为什么下面这么多评论文字的格式和读起来都怪怪的？

去老虎APP查看更多动态

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17:25","market":"us","language":"zh","title":"蔚来：7月交付新车20,462台，同比增长103.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196554039","media":"老虎资讯综合","summary":"8月1日，$蔚来(NIO)$：7月交付新车20,462台，同比增长103.6%，环比增长91.1%，交付量创历史新高。","content":"<html><head></head><body><p>8月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>：7月交付新车20,462台，同比增长103.6%，环比增长91.1%，交付量创历史新高。</p><p>7月，全新ES6交付超10,000台，蔚来首次单车型月交付破万；2023年1-7月，蔚来共交付新车75,023台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac82a1838f2cb4a6a1ff74a16fa31e0e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p>蔚来美股盘前跌幅收窄，现跌1%，此前一度跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d90eeb451bfbc591c5e2d1539d40b2f\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-08-01 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>：7月交付新车20,462台，同比增长103.6%，环比增长91.1%，交付量创历史新高。</p><p>7月，全新ES6交付超10,000台，蔚来首次单车型月交付破万；2023年1-7月，蔚来共交付新车75,023台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac82a1838f2cb4a6a1ff74a16fa31e0e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p>蔚来美股盘前跌幅收窄，现跌1%，此前一度跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d90eeb451bfbc591c5e2d1539d40b2f\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196554039","content_text":"8月1日，蔚来：7月交付新车20,462台，同比增长103.6%，环比增长91.1%，交付量创历史新高。7月，全新ES6交付超10,000台，蔚来首次单车型月交付破万；2023年1-7月，蔚来共交付新车75,023台。蔚来美股盘前跌幅收窄，现跌1%，此前一度跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494214634965176","authorIdStr":"3494214634965176"},"content":"本来看下午上周进度数据还以为破不了2万","text":"本来看下午上周进度数据还以为破不了2万","html":"本来看下午上周进度数据还以为破不了2万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651550121,"gmtCreate":1681975487964,"gmtModify":1681975491727,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"晚上要涨","listText":"晚上要涨","text":"晚上要涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/651550121","repostId":"1107970267","repostType":4,"repost":{"id":"1107970267","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681968820,"share":"https://www.laohu8.com/m/news/1107970267?lang=&edition=full","pubTime":"2023-04-20 13:33","market":"other","language":"zh","title":"台积电Q1营收5086.33亿新台币，同比增长3.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107970267","media":"老虎资讯综合","summary":"4月20日，台积电发布2023年第一季度业绩。财报显示，第一季度营收5086.33亿新台币，去年同期4910.76亿新台币；净利润2069.87亿新台币，去年同期2027.33亿新台币；每股收益7.9","content":"<html><head></head><body><p>4月20日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2023年第一季度业绩。财报显示，第一季度营收5086.33亿新台币，去年同期4910.76亿新台币；净利润2069.87亿新台币，去年同期2027.33亿新台币；每股收益7.98新台币，去年同期7.82新台币。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c24fe482f1114997db9aa104510fb10\" title=\"\" tg-width=\"1166\" tg-height=\"508\"/></p><p>本季度毛利率为 56.3%，营业利润率为 45.5%，净利润率为 40.7%。</p><p>第一季度5nm制程技术占晶圆总收入的31%，而7nm制程占20%，7nm及以下以下占晶圆总收入的51%。</p><p>预计第二季度销售额为152亿美元至160亿美元。</p><p>预计第二季度毛利率为52%至54%，此前预估为52.5%。</p><p>预计第二季度营业利益率为39.5%至41.5%，此前预估为40.1%。</p><p>预计第二季度销售额152亿至160亿美元，毛利率52%至54%，市场预期52.5%。</p><p>预计第二季度营业利益率39.5%至41.5%，市场预期40.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e910b52f8ad33bb51e838bf35bdf53b1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电Q1营收5086.33亿新台币，同比增长3.6%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电Q1营收5086.33亿新台币，同比增长3.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-20 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月20日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2023年第一季度业绩。财报显示，第一季度营收5086.33亿新台币，去年同期4910.76亿新台币；净利润2069.87亿新台币，去年同期2027.33亿新台币；每股收益7.98新台币，去年同期7.82新台币。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c24fe482f1114997db9aa104510fb10\" title=\"\" tg-width=\"1166\" tg-height=\"508\"/></p><p>本季度毛利率为 56.3%，营业利润率为 45.5%，净利润率为 40.7%。</p><p>第一季度5nm制程技术占晶圆总收入的31%，而7nm制程占20%，7nm及以下以下占晶圆总收入的51%。</p><p>预计第二季度销售额为152亿美元至160亿美元。</p><p>预计第二季度毛利率为52%至54%，此前预估为52.5%。</p><p>预计第二季度营业利益率为39.5%至41.5%，此前预估为40.1%。</p><p>预计第二季度销售额152亿至160亿美元，毛利率52%至54%，市场预期52.5%。</p><p>预计第二季度营业利益率39.5%至41.5%，市场预期40.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e910b52f8ad33bb51e838bf35bdf53b1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","EWT":"台湾ETF-iShares MSCI","BK4554":"元宇宙及AR概念","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4585":"ETF&股票定投概念","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","03145":"华夏亚洲高息股","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4588":"碎股","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107970267","content_text":"4月20日，台积电发布2023年第一季度业绩。财报显示，第一季度营收5086.33亿新台币，去年同期4910.76亿新台币；净利润2069.87亿新台币，去年同期2027.33亿新台币；每股收益7.98新台币，去年同期7.82新台币。本季度毛利率为 56.3%，营业利润率为 45.5%，净利润率为 40.7%。第一季度5nm制程技术占晶圆总收入的31%，而7nm制程占20%，7nm及以下以下占晶圆总收入的51%。预计第二季度销售额为152亿美元至160亿美元。预计第二季度毛利率为52%至54%，此前预估为52.5%。预计第二季度营业利益率为39.5%至41.5%，此前预估为40.1%。预计第二季度销售额152亿至160亿美元，毛利率52%至54%，市场预期52.5%。预计第二季度营业利益率39.5%至41.5%，市场预期40.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4095633757582630","authorId":"4095633757582630","name":"BaoZei","avatar":"https://static.tigerbbs.com/fe7f7ce85cdba8f4aee92072f8246677","crmLevel":1,"crmLevelSwitch":0,"idStr":"4095633757582630","authorIdStr":"4095633757582630"},"content":"大概率是的 [财迷] [微笑]","text":"大概率是的 [财迷] [微笑]","html":"大概率是的 [财迷] [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662098428,"gmtCreate":1666057292465,"gmtModify":1666058586482,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"造车三傻，哈哈哈哈！","listText":"造车三傻，哈哈哈哈！","text":"造车三傻，哈哈哈哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662098428","repostId":"1197114151","repostType":2,"isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844783307,"gmtCreate":1636460346434,"gmtModify":1636460346434,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>财报一般？ 中规中矩？？没啥亮点？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>财报一般？ 中规中矩？？没啥亮点？","text":"$Palantir Technologies Inc.(PLTR)$财报一般？ 中规中矩？？没啥亮点？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844783307","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862980166,"gmtCreate":1632828847789,"gmtModify":1632828931232,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"净扯淡，国家还能缺那点煤？？","listText":"净扯淡，国家还能缺那点煤？？","text":"净扯淡，国家还能缺那点煤？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862980166","repostId":"1122643732","repostType":2,"repost":{"id":"1122643732","kind":"news","pubTimestamp":1632747913,"share":"https://www.laohu8.com/m/news/1122643732?lang=&edition=full","pubTime":"2021-09-27 21:05","market":"sh","language":"zh","title":"回顾历史上5次大规模限电，告诉你这次影响有多大","url":"https://stock-news.laohu8.com/highlight/detail?id=1122643732","media":" 界面新闻","summary":"近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全","content":"<div>\n<p>近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">Web Link</a>\n\n</div>\n","source":"jm","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>回顾历史上5次大规模限电，告诉你这次影响有多大</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回顾历史上5次大规模限电，告诉你这次影响有多大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw><strong> 界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f8279245f93c233d8e06dbd426eb441","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122643732","content_text":"近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，受疫情影响，2020年煤炭产能一直处于低位震荡，而真正的拐点出现在2021年初。目前，煤炭产能已经处于下行趋势中，煤炭供给将持续承压。今年煤炭进口量也在下降。据海关总署数据，2021年1月至5月，煤炭进口量同比“五连降”。截至8月，今年中国累计进口煤炭1.98亿吨，比去年同期下降10.3%。煤炭越来越不够用，价格自然也跟着上涨。据商务部数据，2021年以来，国内煤炭价格总体呈上涨趋势。1月至8月，煤炭价格同比持续上涨。4月以来，煤炭价格环比连续5个月上涨。最新数据（9月13日-19日）显示，动力煤价格为780元/吨，较年初上涨约27%。二号无烟块煤价格为1089元/吨，较年初上涨约15%。电价跟着涨了吗？2020年起，国内取消煤电价格联动机制，将现行标杆上网电价机制，改为“基准价+上下浮动”的市场化机制。据国家发改委文件要求，2020年暂不上浮，确保工商业平均电价只降不升。据国泰君安证券分析，从历史电价数据来看，2015年以后电力PPI增速基本维持为负值，近5年电价“只降不升”。未来要想还原电力的商品属性，电价上浮的关口亟需打开。电还是不够用\n电力需求涨得越来越快。界面数据将2016年至2021年前8个月的发电量、用电量数据进行对比发现，6年来，全社会用电量历年1月至8月的累计增速均高于全国发电量累计增速，今年两者差距达6年来最大值，为2.5%。据全球能源互联网发展合作组织发布的《中国2030年能源电力发展规划研究及2060年展望》，未来五年我国电力供需缺口将持续存在。其中，2024年可能是最“缺电”的时候。9省上半年能耗不降反升，能耗双控压力大\n据国家发改委，今年上半年，全国9个省（区）能耗强度同比不降反升。10个省上半年能耗强度降低率未达到进度要求，达二级预警。国家发改委在通知中强调，将采取有力措施，确保完成全年能耗双控目标特别是能耗强度降低目标任务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862912237,"gmtCreate":1632828498854,"gmtModify":1632828928119,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"我们都赢麻了，不可能缺那点煤！中国加油！","listText":"我们都赢麻了，不可能缺那点煤！中国加油！","text":"我们都赢麻了，不可能缺那点煤！中国加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862912237","repostId":"1110504023","repostType":4,"isVote":1,"tweetType":1,"viewCount":1696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860148320,"gmtCreate":1632148225060,"gmtModify":1632148225060,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>请教个问题，如果股票合股的话，期权怎么办？","text":"$新东方(EDU)$请教个问题，如果股票合股的话，期权怎么办？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833806164","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839169582,"gmtCreate":1629127199546,"gmtModify":1629127199546,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"也对也不对，市值跌掉9层，随便拉拉都能涨啊！","listText":"也对也不对，市值跌掉9层，随便拉拉都能涨啊！","text":"也对也不对，市值跌掉9层，随便拉拉都能涨啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839169582","repostId":"1172278485","repostType":4,"repost":{"id":"1172278485","kind":"news","pubTimestamp":1629107136,"share":"https://www.laohu8.com/m/news/1172278485?lang=&edition=full","pubTime":"2021-08-16 17:45","market":"us","language":"zh","title":"“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”","url":"https://stock-news.laohu8.com/highlight/detail?id=1172278485","media":"英为财情","summary":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。","content":"<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。</p>\n<p>所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。</p>\n<p>也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。</p>\n<p>最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。</p>\n<p><b>中概股的忐忑一季</b></p>\n<p>一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。</p>\n<p>来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。</p>\n<p>不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%，与此同时，MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股？</p>\n<p><img src=\"https://static.tigerbbs.com/1463a47729fb591e2a8c1e06c4e810fb\" tg-width=\"753\" tg-height=\"726\" referrerpolicy=\"no-referrer\">（PGJ周线图来自英为财情Investing.com）</p>\n<p>但是，也有市场分析认为，目前对于中概股的看法过于悲观，一些中概股仍然拥有坚实的基本面，市场接下来仍有变向的可能。</p>\n<p><b>各大投行用13F文件告诉你，中概股“真香”</b></p>\n<p>根据最近陆续公布的各大投行机构的13F文件显示，并非所有的投行都在离中概股远去，相反，一些知名投行正在逢低布局。</p>\n<p>其中，最广为人知的就是，<a href=\"https://laohu8.com/S/GS\">高盛</a> (NYSE:GS)在二季度大举买入了587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> (NYSE:BABA)股票，目前这只知名中概股已经成为了该行的第五大持仓股，占其投资组合比例的1.55%，而且，不仅买入阿里巴巴股票，高盛还同时持有该股的看涨期权。</p>\n<p><img src=\"https://static.tigerbbs.com/a68000528b4b6c67457363f0d7910dc5\" tg-width=\"727\" tg-height=\"737\" referrerpolicy=\"no-referrer\">（阿里巴巴周线图来自英为财情Investing.com）</p>\n<p>与此同时，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>也买入了阿里巴巴(BABA)的看涨期权。此外，投资管理公司Primecap也在二季度增持阿里巴巴。</p>\n<p>除了阿里巴巴，投行同时也在关注其他中概股。比如中国线上招聘平台<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a> (NASDAQ:BZ)，目前小摩对其持股总市值约为1.22亿美元；此外，在<a href=\"https://laohu8.com/S/C\">花旗</a>公布的13F报告之中，也出现了BOSS直聘的身影，老虎<a href=\"https://laohu8.com/S/601099\">太平洋</a>基金（TPC）第二季度也建仓了BOSS 直聘。</p>\n<p>摩根大通同时还买入了内地最大的网约车平台<a href=\"https://laohu8.com/S/DIDI\">滴滴</a> (NYSE:DIDI)，目前持仓市值约3.58亿美元。</p>\n<p>另外，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> (NASDAQ:IQ)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a> (HK:9626)等中国视频网站也被资本看好，包括<a href=\"https://laohu8.com/S/BLK\">贝莱德</a> (NYSE:BLK)、先锋领航、老虎太平洋基金（TPC）等资本都加仓了这两家视频平台公司。其中，先锋领航二季度增持哔哩哔哩公司312.9万股，期末总市值达10.6亿美元，加仓爱奇艺128万股。</p>","source":"ywcq","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>“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”</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“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/analysis/article-200466687><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200466687\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{"513050":"中概互联网ETF"},"source_url":"https://cn.investing.com/analysis/article-200466687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172278485","content_text":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。\n来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。\n不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%，与此同时，MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股？\n（PGJ周线图来自英为财情Investing.com）\n但是，也有市场分析认为，目前对于中概股的看法过于悲观，一些中概股仍然拥有坚实的基本面，市场接下来仍有变向的可能。\n各大投行用13F文件告诉你，中概股“真香”\n根据最近陆续公布的各大投行机构的13F文件显示，并非所有的投行都在离中概股远去，相反，一些知名投行正在逢低布局。\n其中，最广为人知的就是，高盛 (NYSE:GS)在二季度大举买入了587万股阿里巴巴 (NYSE:BABA)股票，目前这只知名中概股已经成为了该行的第五大持仓股，占其投资组合比例的1.55%，而且，不仅买入阿里巴巴股票，高盛还同时持有该股的看涨期权。\n（阿里巴巴周线图来自英为财情Investing.com）\n与此同时，摩根大通也买入了阿里巴巴(BABA)的看涨期权。此外，投资管理公司Primecap也在二季度增持阿里巴巴。\n除了阿里巴巴，投行同时也在关注其他中概股。比如中国线上招聘平台BOSS直聘 (NASDAQ:BZ)，目前小摩对其持股总市值约为1.22亿美元；此外，在花旗公布的13F报告之中，也出现了BOSS直聘的身影，老虎太平洋基金（TPC）第二季度也建仓了BOSS 直聘。\n摩根大通同时还买入了内地最大的网约车平台滴滴 (NYSE:DIDI)，目前持仓市值约3.58亿美元。\n另外，爱奇艺 (NASDAQ:IQ)、哔哩哔哩 (HK:9626)等中国视频网站也被资本看好，包括贝莱德 (NYSE:BLK)、先锋领航、老虎太平洋基金（TPC）等资本都加仓了这两家视频平台公司。其中，先锋领航二季度增持哔哩哔哩公司312.9万股，期末总市值达10.6亿美元，加仓爱奇艺128万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839996530,"gmtCreate":1629114004720,"gmtModify":1629114004720,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>今天这是要凉啊！","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>今天这是要凉啊！","text":"$AMD(AMD)$今天这是要凉啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839996530","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839905973,"gmtCreate":1629113078892,"gmtModify":1629113078892,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>看来今天这是要凉的节奏啊！","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>看来今天这是要凉的节奏啊！","text":"$辉瑞(PFE)$看来今天这是要凉的节奏啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839905973","isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897095534,"gmtCreate":1628862073828,"gmtModify":1628862073828,"author":{"id":"3467020702048029","authorId":"3467020702048029","name":"LZP","avatar":"https://static.tigerbbs.com/a8218928f3c2fb90a9ce31d69a2c0cd9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467020702048029","authorIdStr":"3467020702048029"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>今天打赏个10%？","listText":"<a 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