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陌上风
12-09
$逸仙电商(YSG)$
你是最丢脸的中概股。
陌上风
10-16
$ContextLogic Inc.(WISH)$
改了名也改不了你垃圾的本性!
陌上风
10-01
$逸仙电商(YSG)$
你也是中概股啊
陌上风
09-30
$欧科云链(01499)$
真神了,这行情还能跌!
陌上风
09-25
$DiDi Global Inc.(DIDIY)$
0.32是怎么回事?
陌上风
04-26
$逸仙电商(YSG)$
干拉就是不放量,有点虚
陌上风
02-26
$Desktop Metal Inc.(DM)$
还有人吗?
陌上风
01-11
$欧科云链(01499)$
这么大的利好,早盘居然还能跌,有够**的!看看新火科技多会来事。
陌上风
2023-02-14
$ContextLogic Inc.(WISH)$
怎么回事这是?
陌上风
2022-10-19
$ContextLogic Inc.(WISH)$
股价低于1美元持续30天会收到警告,收到警告后90天未采取措施恢复股价的被退市。
陌上风
2022-08-31
$美年健康(002044)$
所有数据都下跌,居然还涨了起来。
陌上风
2022-08-26
$逸仙电商(YSG)$
昨晚真是杀疯了
陌上风
2022-08-18
$逸仙电商(YSG)$
眼瞅着又要破1元。
陌上风
2022-08-17
$DM(DM)$
情况在好转。
陌上风
2022-07-23
$逸仙电商(YSG)$
还在表演,不尴尬吗?
陌上风
2022-07-05
$DiDi Global Inc.(DIDIY)$
APP重新上架前,大家不要卖
陌上风
2022-07-02
$逸仙电商(YSG)$
杀疯了!
陌上风
2022-06-28
$逸仙电商(YSG)$
我觉得大家见好就收吧。
陌上风
2022-06-16
$欧科云链(01499)$
最大的问题就是没量
陌上风
2022-06-08
$逸仙电商(YSG)$
居然连涨10天了,都没注意到
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>大家炒股要关注市值而不是股价,直面消费者的2C企业,市场往往愿意给很高的估值,国产替代、平替,是大势所趋,不要轻易下车。","text":"$逸仙电商(YSG)$大家炒股要关注市值而不是股价,直面消费者的2C企业,市场往往愿意给很高的估值,国产替代、平替,是大势所趋,不要轻易下车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/317044157","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"112836924956196","authorId":"112836924956196","name":"艾錢","avatar":"https://static.tigerbbs.com/f8c9f84fc20d63a4e1a5f868c06edf09","crmLevel":2,"crmLevelSwitch":0,"idStr":"112836924956196","authorIdStr":"112836924956196"},"content":"市值多少合理?","text":"市值多少合理?","html":"市值多少合理?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390325012,"gmtCreate":1605713236936,"gmtModify":1703839209145,"author":{"id":"3471857862289211","authorId":"3471857862289211","name":"陌上风","avatar":"https://static.laohu8.com/60e0c43bed074fb4c3e62f8104a9a81a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471857862289211","authorIdStr":"3471857862289211"},"themes":[],"htmlText":"这家伙除了蒙对一次阿里,还做了那些绝妙的投资?","listText":"这家伙除了蒙对一次阿里,还做了那些绝妙的投资?","text":"这家伙除了蒙对一次阿里,还做了那些绝妙的投资?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/390325012","repostId":"1167810458","repostType":4,"repost":{"id":"1167810458","kind":"news","weMediaInfo":{"introduction":"华尔街见闻出品,专注于美股市场。为您提供最重要的资讯数据,最全面的市场动态和最深刻的解读分析。","home_visible":1,"media_name":"见闻IPO","id":"1083533104","head_image":"https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad"},"pubTimestamp":1605697854,"share":"https://www.laohu8.com/m/news/1167810458?lang=&edition=full","pubTime":"2020-11-18 19:10","market":"us","language":"zh","title":"孙正义:警惕雷曼式危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1167810458","media":"见闻IPO","summary":"导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n","content":"<blockquote>\n 导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n</blockquote>\n<p>在本周二的线上活动中,软银创始人兼CEO孙正义亮出了软银的持现“家底”,为软银的科技业投资策略正名。</p>\n<p>孙正义称,为了让软银获得流动性应对全球范围的紧急状况,他决定软银出手资产。“今后两到三个月,可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说,他最初的目标是今年出售400亿美元资产,但最终抛售了800亿美元。</p>\n<p>孙正义警告,可能出现像雷曼兄弟2008年倒闭那样的事件,引起大范围崩盘。他说,“在这种情况下任何事都可能发生。当然,疫苗就要来了,可谁知道今后两三个月会怎样?”</p>\n<p>孙正义称,可能有家大公司崩盘,制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看,我是悲观的。”</p>\n<p>这和孙正义此前的立场一致。今年8月的电话会议上,孙正义表示,新冠疫情改变了一切,软银正为经济长期低迷及可能的机会做准备,“现金是我们的防御手段”。</p>\n<p><b>01、拒绝置评私有化</b></p>\n<p>孙正义认为,有800亿美元现金在手,一旦软银股价下跌,他就可以更积极地回购更多的股票,也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化,从公开市场退市。</p>\n<p>媒体称,在软银内部,至少有五年都在讨论是否通过买断股票让公司私有化。</p>\n<p>今年3月,软银公布,将在此后四个季度出售至多价值4.5万亿日元(约合410亿美元)的资产,以此资助2.5万亿日元的创纪录规模股票回购计划,并偿还债务和回购债券。外界对软银私有化的猜测继续升温。</p>\n<p>8月软银公布,7月1日至8月3日间已斥资3980亿日元回购了6320万股,3月以来用于股票回购的总开支由此达到1万亿日元(约合95亿美元),10月软银披露,在9月约半个月的时间内,又投入401亿日元(约合3.8亿美元)回购617万股。</p>\n<p><b>02、坚持AI梦</b></p>\n<p>孙正义本周二为软银最近的公开上市股票投资辩护。他反问:“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业,谁又能说我不应该投资它们?”</p>\n<p>孙正义重申,相信全球数字化转型和人工智能问世将给他的投资带来帮助。</p>\n<p>在孙正义表态前,软银最近几个月已经因为大举押注科技股的投资引发争议。</p>\n<p>今年9月,媒体爆出软银豪赌科技股的消息,称软银买入了与名义价值500亿美元股票挂钩的科技股期权,一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”,因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失,软银的市值此后蒸发约90亿美元。</p>\n<p>10月媒体又传出消息称,虽然曾考虑削减持仓,但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平,因为今年8月爆出的软银目标是逾100亿美元。</p>\n<p>上周一软银公布财报显示,在截至9月的第二财季、即今年第三季度,软银 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元)的亏损。</p>\n<p>孙正义在财报公布后的电话会议上称,“当你说到衍生品时,这听起来风险很大,但它只占我们所持资产总价值的1%。(如果这些投资失败),损失也只占软银总股本的1%-2%,所以只占整体情况的一小部分。”</p>\n<p>上周媒体消息还称,孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上,多名分析师和基金经理质疑孙正义,认为他的持股让人担心公司的管理。孙否认有利益冲突,称那是他通过投资专业知识取得的酬劳,别的基金经理也收费。</p>\n<p>值得一提的是,三季度软银的大型科技投资工具愿景基金(Vision Fund)斩获了创纪录的7844亿日元利润。媒体指出,这都要归功于该基金去年11月曾以13.5亿美元投资<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房。自今年8月上市到9月30日,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房的股价飙升,软银的持股回报率高达375%。</p>\n<p><b>03、称赞WeWork创始人</b></p>\n<p>孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann,称他是个聪明人,是个积极主动的人。“他是个出色的领导者,但他犯了些错。”</p>\n<p>WeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末,WeWork撤回IPO申请,此后被爆出面临严重的现金流压力,并失去了大客户<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>去年10月,WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露,软银对该司的投资规模达到185亿美元。当月媒体消息称,为了换取Neumann离开WeWork的董事会并交出投票权,支持软银接手WeWork,软银提出向Neumann支付2亿美元。</p>\n<p>受新冠肺炎疫情影响,WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布,在截至今年3月一财年,预计在WeWork上的投资损失高达约7000亿日元,约合66亿美元。</p>\n<p>5月孙正义称,软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算,截至3月末,软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。</p>\n<p>8月媒体称,软银同意,以优先担保债券的形式,向WeWork提供11亿美元,以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元,环比增长近40%,当季销售额环比下滑20%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>孙正义:警惕雷曼式危机</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孙正义:警惕雷曼式危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083533104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻IPO </p>\n<p class=\"h-time\">2020-11-18 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n</blockquote>\n<p>在本周二的线上活动中,软银创始人兼CEO孙正义亮出了软银的持现“家底”,为软银的科技业投资策略正名。</p>\n<p>孙正义称,为了让软银获得流动性应对全球范围的紧急状况,他决定软银出手资产。“今后两到三个月,可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说,他最初的目标是今年出售400亿美元资产,但最终抛售了800亿美元。</p>\n<p>孙正义警告,可能出现像雷曼兄弟2008年倒闭那样的事件,引起大范围崩盘。他说,“在这种情况下任何事都可能发生。当然,疫苗就要来了,可谁知道今后两三个月会怎样?”</p>\n<p>孙正义称,可能有家大公司崩盘,制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看,我是悲观的。”</p>\n<p>这和孙正义此前的立场一致。今年8月的电话会议上,孙正义表示,新冠疫情改变了一切,软银正为经济长期低迷及可能的机会做准备,“现金是我们的防御手段”。</p>\n<p><b>01、拒绝置评私有化</b></p>\n<p>孙正义认为,有800亿美元现金在手,一旦软银股价下跌,他就可以更积极地回购更多的股票,也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化,从公开市场退市。</p>\n<p>媒体称,在软银内部,至少有五年都在讨论是否通过买断股票让公司私有化。</p>\n<p>今年3月,软银公布,将在此后四个季度出售至多价值4.5万亿日元(约合410亿美元)的资产,以此资助2.5万亿日元的创纪录规模股票回购计划,并偿还债务和回购债券。外界对软银私有化的猜测继续升温。</p>\n<p>8月软银公布,7月1日至8月3日间已斥资3980亿日元回购了6320万股,3月以来用于股票回购的总开支由此达到1万亿日元(约合95亿美元),10月软银披露,在9月约半个月的时间内,又投入401亿日元(约合3.8亿美元)回购617万股。</p>\n<p><b>02、坚持AI梦</b></p>\n<p>孙正义本周二为软银最近的公开上市股票投资辩护。他反问:“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业,谁又能说我不应该投资它们?”</p>\n<p>孙正义重申,相信全球数字化转型和人工智能问世将给他的投资带来帮助。</p>\n<p>在孙正义表态前,软银最近几个月已经因为大举押注科技股的投资引发争议。</p>\n<p>今年9月,媒体爆出软银豪赌科技股的消息,称软银买入了与名义价值500亿美元股票挂钩的科技股期权,一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”,因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失,软银的市值此后蒸发约90亿美元。</p>\n<p>10月媒体又传出消息称,虽然曾考虑削减持仓,但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平,因为今年8月爆出的软银目标是逾100亿美元。</p>\n<p>上周一软银公布财报显示,在截至9月的第二财季、即今年第三季度,软银 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元)的亏损。</p>\n<p>孙正义在财报公布后的电话会议上称,“当你说到衍生品时,这听起来风险很大,但它只占我们所持资产总价值的1%。(如果这些投资失败),损失也只占软银总股本的1%-2%,所以只占整体情况的一小部分。”</p>\n<p>上周媒体消息还称,孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上,多名分析师和基金经理质疑孙正义,认为他的持股让人担心公司的管理。孙否认有利益冲突,称那是他通过投资专业知识取得的酬劳,别的基金经理也收费。</p>\n<p>值得一提的是,三季度软银的大型科技投资工具愿景基金(Vision Fund)斩获了创纪录的7844亿日元利润。媒体指出,这都要归功于该基金去年11月曾以13.5亿美元投资<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房。自今年8月上市到9月30日,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房的股价飙升,软银的持股回报率高达375%。</p>\n<p><b>03、称赞WeWork创始人</b></p>\n<p>孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann,称他是个聪明人,是个积极主动的人。“他是个出色的领导者,但他犯了些错。”</p>\n<p>WeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末,WeWork撤回IPO申请,此后被爆出面临严重的现金流压力,并失去了大客户<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>去年10月,WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露,软银对该司的投资规模达到185亿美元。当月媒体消息称,为了换取Neumann离开WeWork的董事会并交出投票权,支持软银接手WeWork,软银提出向Neumann支付2亿美元。</p>\n<p>受新冠肺炎疫情影响,WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布,在截至今年3月一财年,预计在WeWork上的投资损失高达约7000亿日元,约合66亿美元。</p>\n<p>5月孙正义称,软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算,截至3月末,软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。</p>\n<p>8月媒体称,软银同意,以优先担保债券的形式,向WeWork提供11亿美元,以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元,环比增长近40%,当季销售额环比下滑20%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167810458","content_text":"导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n\n在本周二的线上活动中,软银创始人兼CEO孙正义亮出了软银的持现“家底”,为软银的科技业投资策略正名。\n孙正义称,为了让软银获得流动性应对全球范围的紧急状况,他决定软银出手资产。“今后两到三个月,可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说,他最初的目标是今年出售400亿美元资产,但最终抛售了800亿美元。\n孙正义警告,可能出现像雷曼兄弟2008年倒闭那样的事件,引起大范围崩盘。他说,“在这种情况下任何事都可能发生。当然,疫苗就要来了,可谁知道今后两三个月会怎样?”\n孙正义称,可能有家大公司崩盘,制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看,我是悲观的。”\n这和孙正义此前的立场一致。今年8月的电话会议上,孙正义表示,新冠疫情改变了一切,软银正为经济长期低迷及可能的机会做准备,“现金是我们的防御手段”。\n01、拒绝置评私有化\n孙正义认为,有800亿美元现金在手,一旦软银股价下跌,他就可以更积极地回购更多的股票,也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化,从公开市场退市。\n媒体称,在软银内部,至少有五年都在讨论是否通过买断股票让公司私有化。\n今年3月,软银公布,将在此后四个季度出售至多价值4.5万亿日元(约合410亿美元)的资产,以此资助2.5万亿日元的创纪录规模股票回购计划,并偿还债务和回购债券。外界对软银私有化的猜测继续升温。\n8月软银公布,7月1日至8月3日间已斥资3980亿日元回购了6320万股,3月以来用于股票回购的总开支由此达到1万亿日元(约合95亿美元),10月软银披露,在9月约半个月的时间内,又投入401亿日元(约合3.8亿美元)回购617万股。\n02、坚持AI梦\n孙正义本周二为软银最近的公开上市股票投资辩护。他反问:“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业,谁又能说我不应该投资它们?”\n孙正义重申,相信全球数字化转型和人工智能问世将给他的投资带来帮助。\n在孙正义表态前,软银最近几个月已经因为大举押注科技股的投资引发争议。\n今年9月,媒体爆出软银豪赌科技股的消息,称软银买入了与名义价值500亿美元股票挂钩的科技股期权,一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”,因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失,软银的市值此后蒸发约90亿美元。\n10月媒体又传出消息称,虽然曾考虑削减持仓,但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平,因为今年8月爆出的软银目标是逾100亿美元。\n上周一软银公布财报显示,在截至9月的第二财季、即今年第三季度,软银 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元)的亏损。\n孙正义在财报公布后的电话会议上称,“当你说到衍生品时,这听起来风险很大,但它只占我们所持资产总价值的1%。(如果这些投资失败),损失也只占软银总股本的1%-2%,所以只占整体情况的一小部分。”\n上周媒体消息还称,孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上,多名分析师和基金经理质疑孙正义,认为他的持股让人担心公司的管理。孙否认有利益冲突,称那是他通过投资专业知识取得的酬劳,别的基金经理也收费。\n值得一提的是,三季度软银的大型科技投资工具愿景基金(Vision Fund)斩获了创纪录的7844亿日元利润。媒体指出,这都要归功于该基金去年11月曾以13.5亿美元投资贝壳找房。自今年8月上市到9月30日,贝壳找房的股价飙升,软银的持股回报率高达375%。\n03、称赞WeWork创始人\n孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann,称他是个聪明人,是个积极主动的人。“他是个出色的领导者,但他犯了些错。”\nWeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末,WeWork撤回IPO申请,此后被爆出面临严重的现金流压力,并失去了大客户谷歌。\n去年10月,WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露,软银对该司的投资规模达到185亿美元。当月媒体消息称,为了换取Neumann离开WeWork的董事会并交出投票权,支持软银接手WeWork,软银提出向Neumann支付2亿美元。\n受新冠肺炎疫情影响,WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布,在截至今年3月一财年,预计在WeWork上的投资损失高达约7000亿日元,约合66亿美元。\n5月孙正义称,软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算,截至3月末,软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。\n8月媒体称,软银同意,以优先担保债券的形式,向WeWork提供11亿美元,以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元,环比增长近40%,当季销售额环比下滑20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307845375,"gmtCreate":1605536099597,"gmtModify":1703838120282,"author":{"id":"3471857862289211","authorId":"3471857862289211","name":"陌上风","avatar":"https://static.laohu8.com/60e0c43bed074fb4c3e62f8104a9a81a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471857862289211","authorIdStr":"3471857862289211"},"themes":[],"htmlText":"<a 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