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金币法师
2020-06-18
$跟谁学(GSX)$
怎么买做空?
金币法师
2021-07-12
$腾讯音乐(TME)$
简单说几句:1.tme目前的体量以及布局,不是说没有独家版权就会土崩瓦解的。这里的布局是指全终端布局:移动端,tv端,车机,车厂合作,音响等等。可以看看竞品的布局,以及未来潜在对手的入局会有多困难。2.tme丢失独家版权,所有独家版权协议会重签,高昂的版权费会降低不少,这一部分节省很多版权开销。3.音乐付费率会持续上升,现在是10%左右,年底估计会突破到15%;付费率上升,版权费下降会让单个会员成本下降,净利率会更高。
金币法师
2021-01-09
$蔚来(NIO)$
[微笑]
金币法师
2021-07-13
$腾讯音乐(TME)$
再简单说几句,首先,短期内tme 算是利空出尽了,保住了酷狗 酷我。酷我的业务是内部调整,直播资源整合到一起,可以理解为直播中台化。第二点,tme的营收是很健康的,多点布局,会员,广告,社交娱乐三架马车;长音频,tme live 值得期待。要说对比spotify,营收多样性上完爆。第三点,期待本季度tme的财报,一是付费习惯已经养成,付费率预计破10.5%;第二个是需要重点关注mau有没有止跌。
金币法师
2020-08-28
$蔚来(NIO)$
卖call 跟买put 有什么区别?
金币法师
2021-03-20
$腾讯音乐(TME)$
信仰的力量
金币法师
2020-07-20
$哔哩哔哩(BILI)$
b站这段时间这么萎靡?
金币法师
2021-06-07
$AMC院线(AMC)$
赶紧涨 不然我怎么加仓做空
金币法师
2020-09-23
$Zoom(ZM)$
卖700的call 有兴趣的吗
金币法师
2021-01-14
$哔哩哔哩(BILI)$
感谢b站,明天行权后,我们200见
金币法师
2020-07-02
$蔚来(NIO)$
8.8想融资all in [财迷]
金币法师
2020-12-16
$腾讯音乐(TME)$
今天这跌的看不懂了
金币法师
2020-12-11
$蔚来(NIO)$
盘后崩?
金币法师
2020-06-10
$瑞幸咖啡(LK)$
讲道理,瑞幸如果来个有实力有商誉的公司接盘,比如美团,百盛,喜茶等,其实真的能够起死回生,这波下来瑞幸咖啡国民知名度上来很多。我想问下,假如真的退市,买入的股票如何处理?
金币法师
2020-06-05
$PDD 20200702 61.0 PUT(PDD)$
如何
金币法师
2020-06-26
$声网(API)$
国内几乎所有的直播,连麦,实时语音,都用的声网的接口
金币法师
2021-05-18
$Sea Ltd(SE)$
起飞 翻绿
金币法师
2021-02-03
$阿里巴巴(BABA)$
坚持就是胜利
金币法师
2021-01-01
$特斯拉(TSLA)$
$蔚来(NIO)$
$哔哩哔哩(BILI)$
今年成长、学习到了很多,2021继续做时间的朋友。
金币法师
2020-12-09
$特斯拉(TSLA)$
为什么特斯拉高位的期权反而暴涨今天?
去老虎APP查看更多动态
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的份额","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254424519651416","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244192672583984,"gmtCreate":1700632001387,"gmtModify":1700632005825,"author":{"id":"3473318555834904","authorId":"3473318555834904","name":"金币法师","avatar":"https://static.tigerbbs.com/bf90678c56ac4da9c5176936385027cc","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473318555834904","authorIdStr":"3473318555834904"},"themes":[],"htmlText":"真的看好的话 加大回购力度啊","listText":"真的看好的话 加大回购力度啊","text":"真的看好的话 加大回购力度啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244192672583984","repostId":"1132681448","repostType":2,"repost":{"id":"1132681448","kind":"news","weMediaInfo":{"introduction":"晚一点,好一点。这是《财经》杂志与小晚团队联合推出的新品牌。全部一手采访,没有二手信息。做你最信任的商业新闻媒体。","home_visible":1,"media_name":"晚点LatePost","id":"1026578596","head_image":"https://static.tigerbbs.com/c6daaa6faf674b18bd5facc8daca7d3d"},"pubTimestamp":1700631530,"share":"https://www.laohu8.com/m/news/1132681448?lang=&edition=full","pubTime":"2023-11-22 13:38","market":"us","language":"zh","title":"阿里内部发文:目前马云一股未卖,未来也会长期持有阿里股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1132681448","media":"晚点LatePost","summary":"马云坚定看好阿里,当前股价远低于阿里实际价值,仍会坚定持有阿里股票。《晚点 LatePost》 独家获悉,11 月 22 日,阿里巴巴合伙人、首席人才官蒋芳在阿里内网发文,详细阐述了此次马云办公室减持的前因后果。截至 2019 年 3 月 31 日的 2020 财年,阿里财报最后一次披露马云持股比例时,马云持股 4.8%。马老师的办公室有对外发布过一个声明,马老师会坚定持有阿里,这不是套话,是事实。阿里股票目前大大低于阿里巴巴的实际价值,他不会卖的。","content":"<html><head></head><body><blockquote><p>蒋芳称:马云坚定看好<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></blockquote><p>创始人如何处置所持公司股票的动作总是备受关注,尤其是马云和他创立的阿里巴巴。</p><p>11 月 16 日,阿里 2024 财年二季度财报发布当天,据美国证交会(SEC)官网披露的 144 表格,马云家族信托 JC Properties Limited 和 JSP Investment Limited 拟于 11 月 21 日起,分别减持 500 万股阿里巴巴创始人股份。</p><p>按照马云办公室原意,这是一个远期,且有前置条件的售股计划。</p><p>11 月 16 日,阿里美股盘前下跌 5%,11 月 17 日,港股股价跌幅则超过 10%。</p><p>业绩和放弃分拆动作影响了市场情绪。淘天集团该季度收入增长 3%,阿里云保持低速增长,因为美国出口管制扩大,阿里云放弃彻底分拆,继续留在集团。创始人减持的消息也是股价下跌的原因之一。</p><p>不少网友表达不解,“不明白(马云)为什么要在财报发布前宣布减持,创始人自己也不看好阿里了吗?”</p><p>事实可能不是如此。</p><p>第二天,马云办公室律师对外称:这次披露的出售计划是一个远期规划,该计划目前没有发生实际减持。马云坚定看好阿里,当前股价远低于阿里实际价值,仍会坚定持有阿里股票。</p><p>《晚点 LatePost》 独家获悉,11 月 22 日,阿里巴巴合伙人、首席人才官蒋芳在阿里内网发文,详细阐述了此次马云办公室减持的前因后果。</p><p>蒋芳称,为了在国内外投资农业科技和给公益事业等项目获取资金,马云办公室今年 8 月就与股票经纪商签了减持合同。</p><p>由于当时设定的售卖价格远高于目前股价,只要股价未达到设定售卖价格,就不会售出股票,因此实际上马云所持股票一股未卖。</p><p>蒋芳还通过内网向阿里员工转达,马云坚定看好阿里,“阿里股票目前大大低于阿里巴巴的实际价值,他不会卖的”。</p><p>至于为什么会刚好在财报发布前披露该信息,根据 144 表格披露,这是 8 月 16 日提交的股票出售计划,旨在遵守 10b5-1 规定,即公司董事、高级管理人员必须提前至少三个月提交出售计划,且出售日不早于季度业绩公布后的两个工作日。</p><p>蒋芳称,马云办公室在 8 月提交的减持计划,11 月 16 日是原本设定好的披露时间,但是股票经纪并不知道这一天恰好是公司发布财报之日,这个巧合让外界产生了误解。</p><p>据港股、美股相关披露规定,持股不足 5% 的非主要股东,港股和美股不会对其做硬性披露要求。截至 2019 年 3 月 31 日的 2020 财年,阿里财报最后一次披露马云持股比例时,马云持股 4.8%。也是在 2019 年 10 月,马云卸任阿里董事会主席。</p><p>此前马云减持的理由,都是出于普通财富管理和履行慈善承诺等目的。</p><p><strong>以下为蒋芳内网的发文:</strong></p><p>各位伙伴,</p><p>这两天关于阿里有两件事外界传播声量很大,但存在严重谬误,我把知道的真实信息和大家同步,也欢迎大家把我提供的信息向身边关心阿里发展的同事和朋友传递:</p><p>1、 自上周四集团公布季报后马老师减持阿里股票计划的公告以及媒体的报道,让同学们误以为马老师不看好公司。</p><p>在这里我跟大家澄清一下事实:马老师的办公室为了在国内外投资农业科技和公益事业等项目需要资金,在今年早些时候与股票经纪依美国 SEC 10b5-1 规定签了减持合同,按规定 11 月中旬将对外公告这一有前提条件的未来减持计划。</p><p>11 月 16 日刚好是设定好的披露时间,但是股票经纪并不知道这一天恰好是公司发布财报之日,这个巧合是让外界产生第一重误解的原因。</p><p>8 月份当时定好的售卖价格,远高于现在的股价,所以马老师一股都没有卖!这是外界的第二重误解。</p><p>马老师的办公室有对外发布过一个声明,马老师会坚定持有阿里,这不是套话,是事实。阿里股票目前大大低于阿里巴巴的实际价值,他不会卖的。</p><p>外界炒作他售卖股票显示了对阿里业务没有信心,完全不顾这是一个长期计划以及他相信阿里业务会进一步增值而设定的较高售卖价格这两个事实。</p><p>2、 关于阿里巴巴要裁员 2.5 万人的谣言:这两天这个谣言传得有鼻子有眼,还编造出我们如何去人社部门层层申请批准的故事情节。集团已经报警追究造谣者的责任。希望早点看到造谣者承担责任。</p><p>我想这不是我第一次来内网辟谣,大概率也不会是最后一次。公司创业到今天,和公司一起经历风风雨雨的这些年,我们从来不缺谣言,重要的是每次我们从来都是用相信打败谣言。</p><p>我们从否定、质疑甚至谣言中走到今天,相信相信,相信未来,相信我们自己,是我们面对一切风浪的力量。面向未来,面对科技的浪潮,面对层出不穷的创新,我们还有很多很重要的事情要做,大家一起加油!</p><p><strong>以下为阿里巴巴集团董事长蔡崇信在该贴下的留言:</strong></p><p>我在公司快 25 年了,阿里从开始到现在,一直面对各种质疑,各种挑战。但我们一如既往的坚持,在质疑和挑战中扛过了一个又一个的困难。因为阿里的基因就是相信未来会更好。</p><p>今天全球技术、商业模式快速迭代,对谁都是挑战,但也是绝佳的机会。我们只要以开放的心态,创新的思维,就有机会再创一个与众不同的阿里。</p><p>此时此刻,非我莫属。我对阿里充满信心。年轻的阿里同学们,未来属于你们!因为信任,所以简单、因为相信,所以看见!</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>阿里内部发文:目前马云一股未卖,未来也会长期持有阿里股票</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阿里内部发文:目前马云一股未卖,未来也会长期持有阿里股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1026578596\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c6daaa6faf674b18bd5facc8daca7d3d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">晚点LatePost </p>\n<p class=\"h-time\">2023-11-22 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>蒋芳称:马云坚定看好<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></blockquote><p>创始人如何处置所持公司股票的动作总是备受关注,尤其是马云和他创立的阿里巴巴。</p><p>11 月 16 日,阿里 2024 财年二季度财报发布当天,据美国证交会(SEC)官网披露的 144 表格,马云家族信托 JC Properties Limited 和 JSP Investment Limited 拟于 11 月 21 日起,分别减持 500 万股阿里巴巴创始人股份。</p><p>按照马云办公室原意,这是一个远期,且有前置条件的售股计划。</p><p>11 月 16 日,阿里美股盘前下跌 5%,11 月 17 日,港股股价跌幅则超过 10%。</p><p>业绩和放弃分拆动作影响了市场情绪。淘天集团该季度收入增长 3%,阿里云保持低速增长,因为美国出口管制扩大,阿里云放弃彻底分拆,继续留在集团。创始人减持的消息也是股价下跌的原因之一。</p><p>不少网友表达不解,“不明白(马云)为什么要在财报发布前宣布减持,创始人自己也不看好阿里了吗?”</p><p>事实可能不是如此。</p><p>第二天,马云办公室律师对外称:这次披露的出售计划是一个远期规划,该计划目前没有发生实际减持。马云坚定看好阿里,当前股价远低于阿里实际价值,仍会坚定持有阿里股票。</p><p>《晚点 LatePost》 独家获悉,11 月 22 日,阿里巴巴合伙人、首席人才官蒋芳在阿里内网发文,详细阐述了此次马云办公室减持的前因后果。</p><p>蒋芳称,为了在国内外投资农业科技和给公益事业等项目获取资金,马云办公室今年 8 月就与股票经纪商签了减持合同。</p><p>由于当时设定的售卖价格远高于目前股价,只要股价未达到设定售卖价格,就不会售出股票,因此实际上马云所持股票一股未卖。</p><p>蒋芳还通过内网向阿里员工转达,马云坚定看好阿里,“阿里股票目前大大低于阿里巴巴的实际价值,他不会卖的”。</p><p>至于为什么会刚好在财报发布前披露该信息,根据 144 表格披露,这是 8 月 16 日提交的股票出售计划,旨在遵守 10b5-1 规定,即公司董事、高级管理人员必须提前至少三个月提交出售计划,且出售日不早于季度业绩公布后的两个工作日。</p><p>蒋芳称,马云办公室在 8 月提交的减持计划,11 月 16 日是原本设定好的披露时间,但是股票经纪并不知道这一天恰好是公司发布财报之日,这个巧合让外界产生了误解。</p><p>据港股、美股相关披露规定,持股不足 5% 的非主要股东,港股和美股不会对其做硬性披露要求。截至 2019 年 3 月 31 日的 2020 财年,阿里财报最后一次披露马云持股比例时,马云持股 4.8%。也是在 2019 年 10 月,马云卸任阿里董事会主席。</p><p>此前马云减持的理由,都是出于普通财富管理和履行慈善承诺等目的。</p><p><strong>以下为蒋芳内网的发文:</strong></p><p>各位伙伴,</p><p>这两天关于阿里有两件事外界传播声量很大,但存在严重谬误,我把知道的真实信息和大家同步,也欢迎大家把我提供的信息向身边关心阿里发展的同事和朋友传递:</p><p>1、 自上周四集团公布季报后马老师减持阿里股票计划的公告以及媒体的报道,让同学们误以为马老师不看好公司。</p><p>在这里我跟大家澄清一下事实:马老师的办公室为了在国内外投资农业科技和公益事业等项目需要资金,在今年早些时候与股票经纪依美国 SEC 10b5-1 规定签了减持合同,按规定 11 月中旬将对外公告这一有前提条件的未来减持计划。</p><p>11 月 16 日刚好是设定好的披露时间,但是股票经纪并不知道这一天恰好是公司发布财报之日,这个巧合是让外界产生第一重误解的原因。</p><p>8 月份当时定好的售卖价格,远高于现在的股价,所以马老师一股都没有卖!这是外界的第二重误解。</p><p>马老师的办公室有对外发布过一个声明,马老师会坚定持有阿里,这不是套话,是事实。阿里股票目前大大低于阿里巴巴的实际价值,他不会卖的。</p><p>外界炒作他售卖股票显示了对阿里业务没有信心,完全不顾这是一个长期计划以及他相信阿里业务会进一步增值而设定的较高售卖价格这两个事实。</p><p>2、 关于阿里巴巴要裁员 2.5 万人的谣言:这两天这个谣言传得有鼻子有眼,还编造出我们如何去人社部门层层申请批准的故事情节。集团已经报警追究造谣者的责任。希望早点看到造谣者承担责任。</p><p>我想这不是我第一次来内网辟谣,大概率也不会是最后一次。公司创业到今天,和公司一起经历风风雨雨的这些年,我们从来不缺谣言,重要的是每次我们从来都是用相信打败谣言。</p><p>我们从否定、质疑甚至谣言中走到今天,相信相信,相信未来,相信我们自己,是我们面对一切风浪的力量。面向未来,面对科技的浪潮,面对层出不穷的创新,我们还有很多很重要的事情要做,大家一起加油!</p><p><strong>以下为阿里巴巴集团董事长蔡崇信在该贴下的留言:</strong></p><p>我在公司快 25 年了,阿里从开始到现在,一直面对各种质疑,各种挑战。但我们一如既往的坚持,在质疑和挑战中扛过了一个又一个的困难。因为阿里的基因就是相信未来会更好。</p><p>今天全球技术、商业模式快速迭代,对谁都是挑战,但也是绝佳的机会。我们只要以开放的心态,创新的思维,就有机会再创一个与众不同的阿里。</p><p>此时此刻,非我莫属。我对阿里充满信心。年轻的阿里同学们,未来属于你们!因为信任,所以简单、因为相信,所以看见!</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"89988":"阿里巴巴-WR","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4588":"碎股","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","09988":"阿里巴巴-W","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BABA":"阿里巴巴","BK1610":"ETF&股票定投概念","BK4581":"高盛持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK1591":"就地过年概念","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132681448","content_text":"蒋芳称:马云坚定看好阿里巴巴。创始人如何处置所持公司股票的动作总是备受关注,尤其是马云和他创立的阿里巴巴。11 月 16 日,阿里 2024 财年二季度财报发布当天,据美国证交会(SEC)官网披露的 144 表格,马云家族信托 JC Properties Limited 和 JSP Investment Limited 拟于 11 月 21 日起,分别减持 500 万股阿里巴巴创始人股份。按照马云办公室原意,这是一个远期,且有前置条件的售股计划。11 月 16 日,阿里美股盘前下跌 5%,11 月 17 日,港股股价跌幅则超过 10%。业绩和放弃分拆动作影响了市场情绪。淘天集团该季度收入增长 3%,阿里云保持低速增长,因为美国出口管制扩大,阿里云放弃彻底分拆,继续留在集团。创始人减持的消息也是股价下跌的原因之一。不少网友表达不解,“不明白(马云)为什么要在财报发布前宣布减持,创始人自己也不看好阿里了吗?”事实可能不是如此。第二天,马云办公室律师对外称:这次披露的出售计划是一个远期规划,该计划目前没有发生实际减持。马云坚定看好阿里,当前股价远低于阿里实际价值,仍会坚定持有阿里股票。《晚点 LatePost》 独家获悉,11 月 22 日,阿里巴巴合伙人、首席人才官蒋芳在阿里内网发文,详细阐述了此次马云办公室减持的前因后果。蒋芳称,为了在国内外投资农业科技和给公益事业等项目获取资金,马云办公室今年 8 月就与股票经纪商签了减持合同。由于当时设定的售卖价格远高于目前股价,只要股价未达到设定售卖价格,就不会售出股票,因此实际上马云所持股票一股未卖。蒋芳还通过内网向阿里员工转达,马云坚定看好阿里,“阿里股票目前大大低于阿里巴巴的实际价值,他不会卖的”。至于为什么会刚好在财报发布前披露该信息,根据 144 表格披露,这是 8 月 16 日提交的股票出售计划,旨在遵守 10b5-1 规定,即公司董事、高级管理人员必须提前至少三个月提交出售计划,且出售日不早于季度业绩公布后的两个工作日。蒋芳称,马云办公室在 8 月提交的减持计划,11 月 16 日是原本设定好的披露时间,但是股票经纪并不知道这一天恰好是公司发布财报之日,这个巧合让外界产生了误解。据港股、美股相关披露规定,持股不足 5% 的非主要股东,港股和美股不会对其做硬性披露要求。截至 2019 年 3 月 31 日的 2020 财年,阿里财报最后一次披露马云持股比例时,马云持股 4.8%。也是在 2019 年 10 月,马云卸任阿里董事会主席。此前马云减持的理由,都是出于普通财富管理和履行慈善承诺等目的。以下为蒋芳内网的发文:各位伙伴,这两天关于阿里有两件事外界传播声量很大,但存在严重谬误,我把知道的真实信息和大家同步,也欢迎大家把我提供的信息向身边关心阿里发展的同事和朋友传递:1、 自上周四集团公布季报后马老师减持阿里股票计划的公告以及媒体的报道,让同学们误以为马老师不看好公司。在这里我跟大家澄清一下事实:马老师的办公室为了在国内外投资农业科技和公益事业等项目需要资金,在今年早些时候与股票经纪依美国 SEC 10b5-1 规定签了减持合同,按规定 11 月中旬将对外公告这一有前提条件的未来减持计划。11 月 16 日刚好是设定好的披露时间,但是股票经纪并不知道这一天恰好是公司发布财报之日,这个巧合是让外界产生第一重误解的原因。8 月份当时定好的售卖价格,远高于现在的股价,所以马老师一股都没有卖!这是外界的第二重误解。马老师的办公室有对外发布过一个声明,马老师会坚定持有阿里,这不是套话,是事实。阿里股票目前大大低于阿里巴巴的实际价值,他不会卖的。外界炒作他售卖股票显示了对阿里业务没有信心,完全不顾这是一个长期计划以及他相信阿里业务会进一步增值而设定的较高售卖价格这两个事实。2、 关于阿里巴巴要裁员 2.5 万人的谣言:这两天这个谣言传得有鼻子有眼,还编造出我们如何去人社部门层层申请批准的故事情节。集团已经报警追究造谣者的责任。希望早点看到造谣者承担责任。我想这不是我第一次来内网辟谣,大概率也不会是最后一次。公司创业到今天,和公司一起经历风风雨雨的这些年,我们从来不缺谣言,重要的是每次我们从来都是用相信打败谣言。我们从否定、质疑甚至谣言中走到今天,相信相信,相信未来,相信我们自己,是我们面对一切风浪的力量。面向未来,面对科技的浪潮,面对层出不穷的创新,我们还有很多很重要的事情要做,大家一起加油!以下为阿里巴巴集团董事长蔡崇信在该贴下的留言:我在公司快 25 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15:05","market":"hk","language":"zh","title":"香港交易所COO:准备“很快\"启动ETF互联互通","url":"https://stock-news.laohu8.com/highlight/detail?id=1147185477","media":"老虎资讯综合","summary":"周二下午消息,香港交易所今日举办2022年企业日,香港交易所管理层为投资者、客户及市场参与者简介集团的最新战略,并展示建设\"面向未来的领先市场\"的蓝图。会上,港交所行政总裁欧冠升表示,伦敦金属交易所(","content":"<html><head></head><body><p>周二下午消息,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>今日举办2022年企业日,香港交易所管理层为投资者、客户及市场参与者简介集团的最新战略,并展示建设"面向未来的领先市场"的蓝图。</p><p>会上,港交所行政总裁欧冠升表示,伦敦金属交易所(LME)将采取措施评估镍交易暂停的影响。同时,港交所COO戴志坚表示,<b>准备“很快"启动ETF互联互通。</b></p><p><img src=\"https://static.tigerbbs.com/c2defcf10343723a29ef201b7ffdaef9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二下午消息,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>今日举办2022年企业日,香港交易所管理层为投资者、客户及市场参与者简介集团的最新战略,并展示建设"面向未来的领先市场"的蓝图。</p><p>会上,港交所行政总裁欧冠升表示,伦敦金属交易所(LME)将采取措施评估镍交易暂停的影响。同时,港交所COO戴志坚表示,<b>准备“很快"启动ETF互联互通。</b></p><p><img src=\"https://static.tigerbbs.com/c2defcf10343723a29ef201b7ffdaef9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"00388":"香港交易所"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147185477","content_text":"周二下午消息,香港交易所今日举办2022年企业日,香港交易所管理层为投资者、客户及市场参与者简介集团的最新战略,并展示建设\"面向未来的领先市场\"的蓝图。会上,港交所行政总裁欧冠升表示,伦敦金属交易所(LME)将采取措施评估镍交易暂停的影响。同时,港交所COO戴志坚表示,准备“很快\"启动ETF互联互通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451989081609267","authorId":"3451989081609267","name":"美港股大赢家","avatar":"https://static.tigerbbs.com/bbedef52fedf069252f26bba17fb2018","crmLevel":3,"crmLevelSwitch":0,"idStr":"3451989081609267","authorIdStr":"3451989081609267"},"content":"大陆和香港板块基金更容易的在大陆和香港相互交易","text":"大陆和香港板块基金更容易的在大陆和香港相互交易","html":"大陆和香港板块基金更容易的在大陆和香港相互交易"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637222765,"gmtCreate":1648107556885,"gmtModify":1648107556885,"author":{"id":"3473318555834904","authorId":"3473318555834904","name":"金币法师","avatar":"https://static.tigerbbs.com/bf90678c56ac4da9c5176936385027cc","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473318555834904","authorIdStr":"3473318555834904"},"themes":[],"htmlText":"不想办法压租金?","listText":"不想办法压租金?","text":"不想办法压租金?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637222765","repostId":"1143271113","repostType":2,"repost":{"id":"1143271113","kind":"news","pubTimestamp":1648107154,"share":"https://www.laohu8.com/m/news/1143271113?lang=&edition=full","pubTime":"2022-03-24 15:32","market":"hk","language":"zh","title":"商务部:引导互联网平台下调餐饮业商户服务费标准","url":"https://stock-news.laohu8.com/highlight/detail?id=1143271113","media":"澎湃新闻","summary":"会同相关部门抓紧出台支持政策的落实举措。","content":"<div>\n<p>记者:周頔3月24日,在商务部召开的例行新闻发布会上,有媒体提问:今年《政府工作报告》将“增设服务业扩大开放综合试点”作为2022年工作任务之一,请问商务部相关工作进展如何?在疫情反复的干扰下,1至2月,我国服务业生产指数同比增长4.2%,比2021年12月份加快1.2个百分点,但比2021年两年平均增速回落1.8个百分点,请问商务部,此前对餐饮等服务业的支持政策落实如何,未来还将有进一步措施吗?...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_17280133\">Web Link</a>\n\n</div>\n","source":"pengpai_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>商务部:引导互联网平台下调餐饮业商户服务费标准</title>\n<style 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href=\"https://www.thepaper.cn/newsDetail_forward_17280133\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca79228c77ff020c9201291868941ac6","relate_stocks":{"03690":"美团-W"},"source_url":"https://www.thepaper.cn/newsDetail_forward_17280133","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143271113","content_text":"记者:周頔3月24日,在商务部召开的例行新闻发布会上,有媒体提问:今年《政府工作报告》将“增设服务业扩大开放综合试点”作为2022年工作任务之一,请问商务部相关工作进展如何?在疫情反复的干扰下,1至2月,我国服务业生产指数同比增长4.2%,比2021年12月份加快1.2个百分点,但比2021年两年平均增速回落1.8个百分点,请问商务部,此前对餐饮等服务业的支持政策落实如何,未来还将有进一步措施吗?对此,商务部新闻发言人束珏婷表示,服务业扩大开放综合试点是党中央、国务院就实行高水平对外开放作出的重要部署,至今已开展了7年的持续创新探索,形成北京、天津、上海、海南、重庆等省市“1+4”示范试点格局,向全国推广了7批35项经验案例,为全国的服务业开放积累了经验、探索了路径。2021年,上述5省市服务业创造了9.3万亿元的增加值,在地区生产总值中占比达69.6%,高于全国均值16.3个百分点;5省市服务业实际使用外资3052.9亿元人民币,占全国服务业实际使用外资的33.7%、占全国实际使用外资的26.6%,对全国服务业开放发展的引领和示范作用日益显现。束珏婷表示,今年的《政府工作报告》明确提出,增设服务业扩大开放综合试点。商务部将根据党中央、国务院决策部署,有序推进增设试点工作,推出一批适应形势发展需要的试点举措,扩大高水平对外开放,提升服务业发展水平。同时,继续深入推进现有5个省市的试点工作,及时总结提炼创新成果,向全国复制推广。对于对餐饮等服务业的支持政策落实,束珏婷表示,按照党中央、国务院决策部署,近期,14个部门联合出台《关于促进服务业领域困难行业恢复发展的若干政策》,包括普惠性措施和部分困难行业专项纾困扶持措施。商务部聚焦餐饮等服务业,加快推进落实相关政策。例如,积极引导外卖等互联网平台企业,就下调餐饮业商户服务费标准等制订具体方案,并加快推进实施。下一步,商务部将继续加大工作力度,会同相关部门抓紧出台支持政策的落实举措,同时,推动各地及时制定配套政策,加强政策宣传解读,扩大知晓面,确保惠企政策早落地早见效。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875857103,"gmtCreate":1637635138624,"gmtModify":1637635138624,"author":{"id":"3473318555834904","authorId":"3473318555834904","name":"金币法师","avatar":"https://static.tigerbbs.com/bf90678c56ac4da9c5176936385027cc","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473318555834904","authorIdStr":"3473318555834904"},"themes":[],"htmlText":"<a 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