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蓝白小欣

蓝白小欣

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2022-08-30

$乐华娱乐(02306)$不看好。

2021-11-09

$嘉楠科技(CAN)$这么快？

2021-11-08

$第九城市(NCTY)$你也太不争气了

2021-03-18

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-02-16

$中网载线(CNET)$就属你不争气啊！看看其他比特币概念股，看看渣男can！

2021-02-07

$亿邦国际(EBON)$马斯克喊狗狗币，狗狗币大涨，你呢？

2021-02-05

$红黄蓝(RYB)$这种没有底线的公司还暴涨！合适时机必须空它！

2021-02-04

$未来金融科技(FTFT)$就涨一天？

2021-02-04

$第九城市(NCTY)$$未来金融科技(FTFT)$比特币起来了，你俩是不是应该表现表现

2021-01-27

$五菱汽车(00305)$为什么一直大跌？

2021-01-12

$嘉楠科技(CAN)$太渣了吧！别的比特币概念股都涨飞了！

2020-10-12

$虎牙(HUYA)$斗鱼涨那么多虎牙还跌？

去老虎APP查看更多动态

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18:40","market":"us","language":"zh","title":"摩根大通发行加密币关联票据，为何不直接交易比特币？","url":"https://stock-news.laohu8.com/highlight/detail?id=2120151264","media":"金十数据","summary":"根据香港奇点财经报道，摩根大通近日向美国证监会 提交了一款加密货币的股票挂钩票据的销售材料，有关消息令身边不少币圈投资者激动不已。很可惜，美国证监会迄今没有批核任何以加密货币作为底层直接资产的ETF产品，因此，摩根大通的这款产品可以视为加密币ETF的间接“仿制品”，即用11只有可能价格表现和比特币紧密相关的股票组合，来间接跟进比特币的走势。","content":"<p>根据香港奇点财经报道，<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>近日向美国证监会（SEC）提交了一款加密货币的股票挂钩票据的销售材料，有关消息令身边不少币圈投资者激动不已。</b></p>\n<p>笔者周围很多币圈人士都转发了相关的新闻报道。</p>\n<p>无他，因为摩根大通拥有两百多年历史，是美国历史最悠久的商业银行之一，属于美国“大而不能倒”的那一类级别的金融机构。它在2008年并购了贝尔斯登以及商业银行华盛顿互惠，令投行业务如虎添翼。</p>\n<p>令币圈人士激动的，不仅是因为摩根大通银行本身的行业地位，还有一个很重要的原因，就是摩根大通CEO杰米·戴蒙（Jamie Dimon） 在2017年接受CNBC的访问时曾表示，<b>他会“秒开”任何交易比特币的交易员。</b></p>\n<p>当时，这个CEO很认真地指出，交易比特币违反了规定，而且很愚蠢。如今，虽<b>然摩根大通自己没有直接交易比特币，但是却推出了追踪比特币表现的一篮子股票组合</b>——不少人猜测，这是不是说明该CEO被打脸，<b>是不是说明摩根大通也想进军虚拟资产管理业务？</b></p>\n<p>不久前，就在比特币突破5万美元大关之际，有激进人士甚至猜测，<b>或许小摩的董事会需要首先开除戴蒙，以挽回在这一领域的业务空白？</b></p>\n<p>我觉得上述观点可能并没有领会到摩根大通的产品要点，因此并没有真正理解到像摩根大通这种大行，他们对于比特币的态度究竟是什么。</p>\n<p>戴蒙为什么会允许旗下部门发出此类产品？真的是因为他转态，开始看好比特币吗？难道2020年以来比特币的暴涨，不但改变了普通人的生活习惯，也改变了像杰米·戴蒙这种对于比特币有独特看法的企业高管？</p>\n<p>看完摩根大通交给SEC的销售材料后，我觉得，摩根大通的股票挂钩产品实际上与CEO对于比特币的态度其实没啥关系。或者更具体地说，<b>对于这个票据的发行人来说，这个产品其实从头寸上来说是中性的，既不看多比特币也不看空它。</b></p>\n<p>摩根大通不承担持仓风险</p>\n<p>这个产品实际上是一种特殊的一年期挂钩票据（Linked-Note，业界也称之为“挂钩债券”）。这是一种结构化的产品，票据底层资产是摩根大通选出的11只一篮子组合股票，这些股票篮子所对应的上市公司与加密货币或芯片、区块链等相关的业务有密切的联系。</p>\n<p>摩根大通把该产品命名为“摩根大通加密货币风险敞口篮”（JPMorgan’s Cryptocurrency Exposure Basket）。主要意思指的是，<b>它并不是直接持有加密货币，而是与加密货币相关的风险敞口（在这里就是股票了）。</b></p>\n<p><b>投资者到期会收到持有期间的底层股票资产的回报，但需要扣除票据的篮子损耗费用（Basket Deduction）。</b></p>\n<p>根据摩根大通的说明材料，<b>这个票据的内在价值由其持有的一篮子股票决定，但是发行价格却会要高一些（因为认购价还需要考虑到摩根大通的牌照、人工以及渠道部门应享受的利润水平等）。</b></p>\n<p>所以，看到这里，我们明白了，<b>摩根大通并非看好加密货币，而是因为它看中了某些加密货币投资者的另类投资需求</b>——毕竟直接投资加密货币有一定的风险，而且流动性不如一般的股票来得好，因此摩根大通希望创设这个产品，自己并不需要拥有持仓风险，因为整个组合的回报/亏损，是全部由投资人承担的，因此持仓风险主要由投资人持有。</p>\n<p>底层股票与加密货币的关系</p>\n<p>相信大部分读者跟笔者一样，最感兴趣的还是这11只股票的具体公司名字，以及它们在篮子中所占的权重——不少人希望可以跟着摩根大通，学习如何参与加密货币板块的表现，但是又要风险可控，由于买比特币手续麻烦，因此如果能直接买股票去跟踪比特币走势，还是会吸引不少粉丝的。</p>\n<p>先说具体公司，这11家公司如单如下：</p>\n<p><img src=\"https://static.tigerbbs.com/d90c1de24e09c298c85f0ff80c2f2fd5\" tg-width=\"550\" tg-height=\"372\" referrerpolicy=\"no-referrer\"></p>\n<p>其次，再说一下这一篮子里的股票的权重分配情况。</p>\n<p>摩根大通把20%的权重给了微策略软件公司（NASDAQ：MSTR），此外有18%配置在Square Inc （NYSE：SQ）—— 两家据悉均在比特币方面有大量的投资。</p>\n<p>根据公开资料，微策略是做商务<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>软件的公司，纳斯达克上市20多年，产品可以支持目前世界上主流的数据库或数据源，是科技行业的硬核科技公司。2020年8月，微策略考虑到现金的回报率太低，加上美元贬值，因此投资2.5亿美元购买比特币作为公司的储备资产，随后几个月，公司不断加仓，当年共斥资近10亿美元购入比特币——成本价为15964美元/枚。</p>\n<p>而截至北京时间3月15日8点，比特币的价格是59979.82美元/枚，这也容易令人理解，为什么摩根大通把这个股票头寸设为最大值。</p>\n<p>Square是一家金融科技公司，它主要是做移动支付产品。它在2020年10月将总资产的大约1%（5000万美元）投入了比特币，在2021年2月又购买了价值约1.7亿美元的比特币。从这个操作来看，其操盘手似乎超过了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的操盘手。</p>\n<p>摩根大通在加密货币挖矿公司Riot区块链公司（NASDAQ：RIOT）和加密货币挖矿芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（NASDAQ：NVDA）也各配置了15%的持仓。</p>\n<p>Riot区块链公司是最直接与比特币相关的公司，因为公司的业务就是致力于通过“工作量证明”挖矿，来支持比特币生态系统。公司自称是北美最大的美国上市比特币矿商之一，相信比特币的商机。而英伟达则是芯片制造的全球顶尖企业之一。</p>\n<p>由于<b>上述4只股票已占去整个篮子的68%</b>，因此<b>摩根大通在挂钩票据的销售文件中提醒投资者，投资者的回报将很大程度上取决于上述股票的表现。</b></p>\n<p>根据摩根大通的测算，如果从2019年11月开始计算的话，截至2021年3月5日上述组合的回报超过6倍，和比特币相仿。当然，对于模拟盘，看回溯测试的价格时，选不同的时点，结果就有可能不同。</p>\n<p>笔者根据万得数据，选择了2020年10月9日至2021年3月12日时段，<b>发现上述股票篮子的组合回报是3.9倍，低于比特币的4.23倍的升幅。</b></p>\n<p>当然，投资不仅要看回报，还要看风险。由于不是作产品推荐，这里就不具体展开了。笔者只是想提醒读者，对于类似摩根大通这样的结构型产品，并不能单纯只看价格一个指标。</p>\n<p>另类挂钩票据非保本产品</p>\n<p>对于摩根大通这款产品，我们好奇的是，为何这时候要发行一款这样的产品？</p>\n<p>实际上，从产品的结构来看，它颇像是交易所的买卖基金。很可惜，美国证监会迄今没有批核任何以加密货币作为底层直接资产的ETF产品，因此，<b>摩根大通的这款产品可以视为加密币</b><b>ETF</b><b>的间接“仿制品”，即用11只有可能价格表现和比特币紧密相关的股票组合，来间接跟进比特币的走势。</b></p>\n<p>一个随之而来的问题是，能否自己根据摩根大通的权重定义，去买自己中意的票子？</p>\n<p>笔者认为这理论上是有可能做到的<b>。但是散户操作的时候，需要牢记调仓的时间，转仓的时点，以及寻找最佳的交易佣金</b>——这些并不容易，这些事情，散户能否到应付自如？</p>\n<p>业界人士表示，<b>摩根大通的这款产品是典型的<a href=\"https://laohu8.com/S/PVTB\">私人银行</a>的一种产品，主要针对高净值人士。</b>对于摩根大通来说，它实际上是并没有持比特币头寸，风险可控，所有的持仓收益和持仓可能产生的风险都归投资者。</p>\n<p>需要指出的是，摩根大通并没有说会替客户买入这些底层资产、全期保管并且到期付给投资者——它只是提供了篮子组合的净收益/亏损交割安排。正如摩根大通的材料中所列示，理论上来说，当2022年5月，这个产品到期的时候，如果一篮子股票下跌了98.5%，理论上投资者是会亏光所有投入的资金的。</p>\n<p>在这里，大行作为专家，赚取的是资管规模，以及与之相对应的管理费和利润收益（这些会体现在产品的定价里）；而投资者则是赚取一种便利的安排和一篮子的交易机会，只是要小心，<b>这并不是一个保本的产品！</b></p>\n<p>本文来自<a href=\"https://laohu8.com/S/SINA\">新浪</a>专栏，作者舒时</p>","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>摩根大通发行加密币关联票据，为何不直接交易比特币？</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摩根大通发行加密币关联票据，为何不直接交易比特币？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 18:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103181840537d3b20f3&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据香港奇点财经报道，摩根大通近日向美国证监会（SEC）提交了一款加密货币的股票挂钩票据的销售材料，有关消息令身边不少币圈投资者激动不已。\n笔者周围很多币圈人士都转发了相关的新闻报道。\n无他，因为摩根大通拥有两百多年历史，是美国历史最悠久的商业银行之一，属于美国“大而不能倒”的那一类级别的金融机构。它在2008年并购了贝尔斯登以及商业银行华盛顿互惠，令投行业务如虎添翼。\n令币圈人士激动的，不仅...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103181840537d3b20f3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e2f636e805bfca87903ab08fc842298","relate_stocks":{"CAN":"嘉楠科技","JPM":"摩根大通","EBON":"亿邦国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103181840537d3b20f3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2120151264","content_text":"根据香港奇点财经报道，摩根大通近日向美国证监会（SEC）提交了一款加密货币的股票挂钩票据的销售材料，有关消息令身边不少币圈投资者激动不已。\n笔者周围很多币圈人士都转发了相关的新闻报道。\n无他，因为摩根大通拥有两百多年历史，是美国历史最悠久的商业银行之一，属于美国“大而不能倒”的那一类级别的金融机构。它在2008年并购了贝尔斯登以及商业银行华盛顿互惠，令投行业务如虎添翼。\n令币圈人士激动的，不仅是因为摩根大通银行本身的行业地位，还有一个很重要的原因，就是摩根大通CEO杰米·戴蒙（Jamie Dimon） 在2017年接受CNBC的访问时曾表示，他会“秒开”任何交易比特币的交易员。\n当时，这个CEO很认真地指出，交易比特币违反了规定，而且很愚蠢。如今，虽然摩根大通自己没有直接交易比特币，但是却推出了追踪比特币表现的一篮子股票组合——不少人猜测，这是不是说明该CEO被打脸，是不是说明摩根大通也想进军虚拟资产管理业务？\n不久前，就在比特币突破5万美元大关之际，有激进人士甚至猜测，或许小摩的董事会需要首先开除戴蒙，以挽回在这一领域的业务空白？\n我觉得上述观点可能并没有领会到摩根大通的产品要点，因此并没有真正理解到像摩根大通这种大行，他们对于比特币的态度究竟是什么。\n戴蒙为什么会允许旗下部门发出此类产品？真的是因为他转态，开始看好比特币吗？难道2020年以来比特币的暴涨，不但改变了普通人的生活习惯，也改变了像杰米·戴蒙这种对于比特币有独特看法的企业高管？\n看完摩根大通交给SEC的销售材料后，我觉得，摩根大通的股票挂钩产品实际上与CEO对于比特币的态度其实没啥关系。或者更具体地说，对于这个票据的发行人来说，这个产品其实从头寸上来说是中性的，既不看多比特币也不看空它。\n摩根大通不承担持仓风险\n这个产品实际上是一种特殊的一年期挂钩票据（Linked-Note，业界也称之为“挂钩债券”）。这是一种结构化的产品，票据底层资产是摩根大通选出的11只一篮子组合股票，这些股票篮子所对应的上市公司与加密货币或芯片、区块链等相关的业务有密切的联系。\n摩根大通把该产品命名为“摩根大通加密货币风险敞口篮”（JPMorgan’s Cryptocurrency Exposure Basket）。主要意思指的是，它并不是直接持有加密货币，而是与加密货币相关的风险敞口（在这里就是股票了）。\n投资者到期会收到持有期间的底层股票资产的回报，但需要扣除票据的篮子损耗费用（Basket Deduction）。\n根据摩根大通的说明材料，这个票据的内在价值由其持有的一篮子股票决定，但是发行价格却会要高一些（因为认购价还需要考虑到摩根大通的牌照、人工以及渠道部门应享受的利润水平等）。\n所以，看到这里，我们明白了，摩根大通并非看好加密货币，而是因为它看中了某些加密货币投资者的另类投资需求——毕竟直接投资加密货币有一定的风险，而且流动性不如一般的股票来得好，因此摩根大通希望创设这个产品，自己并不需要拥有持仓风险，因为整个组合的回报/亏损，是全部由投资人承担的，因此持仓风险主要由投资人持有。\n底层股票与加密货币的关系\n相信大部分读者跟笔者一样，最感兴趣的还是这11只股票的具体公司名字，以及它们在篮子中所占的权重——不少人希望可以跟着摩根大通，学习如何参与加密货币板块的表现，但是又要风险可控，由于买比特币手续麻烦，因此如果能直接买股票去跟踪比特币走势，还是会吸引不少粉丝的。\n先说具体公司，这11家公司如单如下：\n\n其次，再说一下这一篮子里的股票的权重分配情况。\n摩根大通把20%的权重给了微策略软件公司（NASDAQ：MSTR），此外有18%配置在Square Inc （NYSE：SQ）—— 两家据悉均在比特币方面有大量的投资。\n根据公开资料，微策略是做商务智能软件的公司，纳斯达克上市20多年，产品可以支持目前世界上主流的数据库或数据源，是科技行业的硬核科技公司。2020年8月，微策略考虑到现金的回报率太低，加上美元贬值，因此投资2.5亿美元购买比特币作为公司的储备资产，随后几个月，公司不断加仓，当年共斥资近10亿美元购入比特币——成本价为15964美元/枚。\n而截至北京时间3月15日8点，比特币的价格是59979.82美元/枚，这也容易令人理解，为什么摩根大通把这个股票头寸设为最大值。\nSquare是一家金融科技公司，它主要是做移动支付产品。它在2020年10月将总资产的大约1%（5000万美元）投入了比特币，在2021年2月又购买了价值约1.7亿美元的比特币。从这个操作来看，其操盘手似乎超过了比亚迪的操盘手。\n摩根大通在加密货币挖矿公司Riot区块链公司（NASDAQ：RIOT）和加密货币挖矿芯片制造商英伟达（NASDAQ：NVDA）也各配置了15%的持仓。\nRiot区块链公司是最直接与比特币相关的公司，因为公司的业务就是致力于通过“工作量证明”挖矿，来支持比特币生态系统。公司自称是北美最大的美国上市比特币矿商之一，相信比特币的商机。而英伟达则是芯片制造的全球顶尖企业之一。\n由于上述4只股票已占去整个篮子的68%，因此摩根大通在挂钩票据的销售文件中提醒投资者，投资者的回报将很大程度上取决于上述股票的表现。\n根据摩根大通的测算，如果从2019年11月开始计算的话，截至2021年3月5日上述组合的回报超过6倍，和比特币相仿。当然，对于模拟盘，看回溯测试的价格时，选不同的时点，结果就有可能不同。\n笔者根据万得数据，选择了2020年10月9日至2021年3月12日时段，发现上述股票篮子的组合回报是3.9倍，低于比特币的4.23倍的升幅。\n当然，投资不仅要看回报，还要看风险。由于不是作产品推荐，这里就不具体展开了。笔者只是想提醒读者，对于类似摩根大通这样的结构型产品，并不能单纯只看价格一个指标。\n另类挂钩票据非保本产品\n对于摩根大通这款产品，我们好奇的是，为何这时候要发行一款这样的产品？\n实际上，从产品的结构来看，它颇像是交易所的买卖基金。很可惜，美国证监会迄今没有批核任何以加密货币作为底层直接资产的ETF产品，因此，摩根大通的这款产品可以视为加密币ETF的间接“仿制品”，即用11只有可能价格表现和比特币紧密相关的股票组合，来间接跟进比特币的走势。\n一个随之而来的问题是，能否自己根据摩根大通的权重定义，去买自己中意的票子？\n笔者认为这理论上是有可能做到的。但是散户操作的时候，需要牢记调仓的时间，转仓的时点，以及寻找最佳的交易佣金——这些并不容易，这些事情，散户能否到应付自如？\n业界人士表示，摩根大通的这款产品是典型的私人银行的一种产品，主要针对高净值人士。对于摩根大通来说，它实际上是并没有持比特币头寸，风险可控，所有的持仓收益和持仓可能产生的风险都归投资者。\n需要指出的是，摩根大通并没有说会替客户买入这些底层资产、全期保管并且到期付给投资者——它只是提供了篮子组合的净收益/亏损交割安排。正如摩根大通的材料中所列示，理论上来说，当2022年5月，这个产品到期的时候，如果一篮子股票下跌了98.5%，理论上投资者是会亏光所有投入的资金的。\n在这里，大行作为专家，赚取的是资管规模，以及与之相对应的管理费和利润收益（这些会体现在产品的定价里）；而投资者则是赚取一种便利的安排和一篮子的交易机会，只是要小心，这并不是一个保本的产品！\n本文来自新浪专栏，作者舒时","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389332928,"gmtCreate":1612682900364,"gmtModify":1703764281773,"author":{"id":"3474848731127152","authorId":"3474848731127152","name":"蓝白小欣","avatar":"https://static.tigerbbs.com/bc614831e19fa25dc0bfd42a228f5a3c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474848731127152","authorIdStr":"3474848731127152"},"themes":[],"htmlText":"<a 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