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新年新投资
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希望是也
2020-11-07
算算理解权利做期权
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2020-11-04
全一册下跌又怎么样呢？
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2020-11-03
桃子要我那我看看，弃权害人
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2020-11-01
真的就这么惨吗？
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2020-10-31
难道这辈子真的废了
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2020-10-30
很饿的废了
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2020-10-28
根本不值得
@美股解毒师:蚂蚁金服4000亿美金的估值从何而来？
希望是也
2020-10-28
不能买了吗
@老虎专刊:【老虎专刊】蔚来还能买入吗？看看虎友们怎么说
希望是也
2020-10-28
真拿
@MidasMike:知行合一：Baillie Gifford如何实现长期主义
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2020-10-28
存你，金山真不是时候
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2020-10-27
切过你家着急
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2020-10-26
就有事保底
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2020-10-17
人生怎么就过程这样了呢？一步错，步步错
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2020-10-16
怎么人生会这么困难呢？
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2020-10-15
安工作去，相信自己，你一定能行，你比比车仁表
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2020-10-13
绝对不会让你失望
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2020-10-10
太难做了摸摸
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2020-10-04
弃权要死人的
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2020-10-02
不能再玩弃权了
希望是也
2020-09-30
再也不敢了运气乞讨了
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示，阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元，2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢？从之前的2500亿美元，到最近的2800亿美元（或2万亿RMB），都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值，貌似步子也太大了一些？ 瑞信是这么说的， 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG（市盈率相对盈利增长比率）为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%（言下之意利润和收入水平至少保持相同），那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%，达到433亿元，未来按照32%的增长，那么2021年为570亿元，2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子，肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元，同比增长42.56%，毛利润695.49亿元，同比增长74.28%。按照年末达到1100亿毛利润的话，433亿的 净利润（IFRS）相当于是毛利率的39% 。 可是，2019年的净利润占毛利润比例是30%。 只能说，非要给这么高的目标，蚂蚁要垫垫脚尖的话，还尚且能够着。 PE等倍数估值法有一个比较大的问题是，最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整，同时对不同目标时期点的估值，如果不说清楚的话，也会相差较大。 所以从2800亿-4800亿，只要改","listText":"今天下午，路透的一条新闻让对<a href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示，阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元，2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢？从之前的2500亿美元，到最近的2800亿美元（或2万亿RMB），都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值，貌似步子也太大了一些？ 瑞信是这么说的， 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG（市盈率相对盈利增长比率）为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%（言下之意利润和收入水平至少保持相同），那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%，达到433亿元，未来按照32%的增长，那么2021年为570亿元，2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子，肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元，同比增长42.56%，毛利润695.49亿元，同比增长74.28%。按照年末达到1100亿毛利润的话，433亿的 净利润（IFRS）相当于是毛利率的39% 。 可是，2019年的净利润占毛利润比例是30%。 只能说，非要给这么高的目标，蚂蚁要垫垫脚尖的话，还尚且能够着。 PE等倍数估值法有一个比较大的问题是，最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整，同时对不同目标时期点的估值，如果不说清楚的话，也会相差较大。 所以从2800亿-4800亿，只要改","text":"今天下午，路透的一条新闻让对$蚂蚁集团(临时)(90016)$ 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示，阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元，2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢？从之前的2500亿美元，到最近的2800亿美元（或2万亿RMB），都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值，貌似步子也太大了一些？ 瑞信是这么说的， 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG（市盈率相对盈利增长比率）为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%（言下之意利润和收入水平至少保持相同），那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%，达到433亿元，未来按照32%的增长，那么2021年为570亿元，2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子，肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元，同比增长42.56%，毛利润695.49亿元，同比增长74.28%。按照年末达到1100亿毛利润的话，433亿的 净利润（IFRS）相当于是毛利率的39% 。 可是，2019年的净利润占毛利润比例是30%。 只能说，非要给这么高的目标，蚂蚁要垫垫脚尖的话，还尚且能够着。 PE等倍数估值法有一个比较大的问题是，最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整，同时对不同目标时期点的估值，如果不说清楚的话，也会相差较大。 所以从2800亿-4800亿，只要改","images":[{"img":"https://static.tigerbbs.com/fbe8718f8125130c4579274811936ec0","width":"1467","height":"245"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301386651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308125122,"gmtCreate":1603895683966,"gmtModify":1703831183738,"author":{"id":"3475897560833749","authorId":"3475897560833749","name":"希望是也","avatar":"https://static.tigerbbs.com/dac272144058f9f053570353ee343263","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475897560833749","authorIdStr":"3475897560833749"},"themes":[],"htmlText":"不能买了吗","listText":"不能买了吗","text":"不能买了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308125122","repostId":"303240882","repostType":1,"repost":{"id":303240882,"gmtCreate":1603180189440,"gmtModify":1703828944199,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"【老虎专刊】蔚来还能买入吗？看看虎友们怎么说","htmlText":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 <a target=\"_blank\" href=\"https://laohu8.com/U/3494295154959832\">@FinMelon</a> <a href=\"https://laohu8.com/TW/309000612\" target=\"_blank\">我对蔚来许下的十倍承诺（圆梦篇）</a> <a href=\"https://laohu8.com/TW/309124295\" target=\"_blank\">十倍后的蔚来，还有多少未来？</a> 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... <a target=\"_blank\" href=\"https://laohu8.com/U/3532514747665209\">@相信过程</a> <a href=\"https://laohu8.com/TW/309317997\" target=\"_blank\">蔚来车主关于蔚来的思考</a>","listText":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 <a target=\"_blank\" href=\"https://laohu8.com/U/3494295154959832\">@FinMelon</a> <a href=\"https://laohu8.com/TW/309000612\" target=\"_blank\">我对蔚来许下的十倍承诺（圆梦篇）</a> <a href=\"https://laohu8.com/TW/309124295\" target=\"_blank\">十倍后的蔚来，还有多少未来？</a> 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... <a target=\"_blank\" href=\"https://laohu8.com/U/3532514747665209\">@相信过程</a> <a href=\"https://laohu8.com/TW/309317997\" target=\"_blank\">蔚来车主关于蔚来的思考</a>","text":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。$蔚来(NIO)$在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 @FinMelon 我对蔚来许下的十倍承诺（圆梦篇） 十倍后的蔚来，还有多少未来？ 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... @相信过程 蔚来车主关于蔚来的思考","images":[{"img":"https://static.tigerbbs.com/25623c90f63ca783878682f024817c9a","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/e1f5e73e0d53505a5ff6de3973bf6a95","width":"2160","height":"1080"},{"img":"https://static.tigerbbs.com/e626ea5bc01c43fb799f2a224e1ea66e","width":"2292","height":"1118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303240882","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308122766,"gmtCreate":1603895665355,"gmtModify":1703831182869,"author":{"id":"3475897560833749","authorId":"3475897560833749","name":"希望是也","avatar":"https://static.tigerbbs.com/dac272144058f9f053570353ee343263","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475897560833749","authorIdStr":"3475897560833749"},"themes":[],"htmlText":"真拿","listText":"真拿","text":"真拿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308122766","repostId":"303817712","repostType":1,"repost":{"id":303817712,"gmtCreate":1603094920136,"gmtModify":1703828617047,"author":{"id":"3473459794537757","authorId":"3473459794537757","name":"MidasMike","avatar":"https://static.tigerbbs.com/7cafd3d1411d04107e3c4859369109f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473459794537757","authorIdStr":"3473459794537757"},"themes":[],"title":"知行合一：Baillie Gifford如何实现长期主义","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi","text":"$SCOTTISH MORT(SMT.UK)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $亚马逊(AMZN)$ $腾讯控股(00700)$ 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie 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href=\"https://laohu8.com/S/01458\">周黑鸭</a>大涨超9%。</span></p><p><b>$<a href=\"https://laohu8.com/S/03396\">联想控股</a>(03396)$ 涨1.92%</b>，媒体报道称联想控股将于明日下午正式发布公告，宣布柳传志卸任董事长一职，接任者将是现联想控股高级副总裁兼首席财务官、执行董事宁旻。现联想控股总裁、执行董事朱立南也将卸任。</p><p><b>$<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700)$ </b><b><span>大涨3.17%</span></b><span>，收盘价创7月30日以来的新高，最新总市值3.54万亿港元，月内累涨11.87%。随着大市的整体回暖，自12月初以来启动一波上涨行情的腾讯目前涨势还在继续。 腾讯近日动作频频，继此前有消息称正内测一款基于同学或同事关系来拓展社交关系的实名社交App“朋友”之后，近日腾讯正式推出全新匿名情感社交产品“灯遇交友”。据了解，灯遇定位类似于可以真实表达自我的精神小角落，主打让用户表达真实想法，记录碎碎念，以及与陌生人轻松聊天</span></p><p><b>$<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>(09988)$ 涨1.39%，</b>盘中一度涨至205.8港元，再创历史新高，市值达44083亿港元，折合5658亿美元，超过<a href=\"https://laohu8.com/S/FB\">Facebook</a>的5644.18亿美元，成为全球市值第六大的公司，不过截至收盘<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>市值回落至43739亿港元，折合5616亿美元。</p><p><b><span>A股</span></b></p><p><span>沪深两市股指开盘涨跌不一，临近上午收盘，金融板块集体发力，推动大盘强势上行，一举站上3000点。两市成交量明显放大，个股呈现出普涨格局。金融板块成为今天的绝对焦点，科技类板块紧随其后。截至发稿，沪指上涨1.27%，报收3022点；深成指上涨1.45%，报收10306点；创业板指上涨1.2%，报收1801点。</span></p><p><span>从盘面上看，Mini-LED、券商、银行、养殖业等板块涨幅居前；两市无一板块下跌，全线上涨。沪股通净流入57.97亿，深股通净流入46.97亿。</span><b>北向资金连续24个交易日净流入，连续净流入天数创历史新高。</b></p><p><b><span> 欧股</span></b></p><p><span>周二欧股开盘普遍下跌，截至发稿，德国DAX指数跌0.39%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.09%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.40%。</span></p><p><img src=\"https://static.tigerbbs.com/91028d28eda1ebcb14d7d84524d79631\" /><span>图片来源：英为财情</span></p><p><span><b>外汇</b></span></p><p><span>在岸人民币兑美元收盘报7.0024，较上一交易日涨3个基点。交易员称，人民币交投缺乏方向，短期料在7元附近维持窄幅区间盘整。</span></p><p><span>截至发稿，美元指数报97.22，涨0.17%。</span></p><p><span>日内英镑走弱，英镑兑美元GBP/USD跌破1.32关口，日内跌幅1%，刷新两日低位。此前英国首相约翰逊(Boris Johnson)表示不会延长脱欧过渡期，引发了市场对“无序”脱欧的担忧。</span></p><p><b><span>黄金</span></b></p><p><span>黄金价格小幅上涨，尽管宏观局势好转，但作为避险资产的黄金依然坚挺。截至发稿，现货黄金报1477.58美元/盎司，日内微涨0.09%。</span></p><p><b><span>原油</span></b></p><p>油价在三个月高点附近徘徊，市场等待宏观局势的进一步进展和库存数据指明后市方向。<span>截至发稿，美国WTI原油报60.30美元/桶，涨幅0.15%；伦敦布伦特原油报65.51美元/桶，涨幅0.26%。</span></p><p><span>石油分析师称，因多重利好因素推动，油价已触及三个月高位，油价是否已到拐点？国际贸易紧张局势降温和OPEC+深化减产无疑利好油价，但美国页岩油产量是否增长，机构们观点不一。<a href=\"https://laohu8.com/S/GS\">高盛</a>表示，投资者现在比过去更有信心，认为页岩油产量不会反弹。德国商业银行则暗示，油价反弹将刺激页岩油增产。</span></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>市场综述：恒指涨1.22%，腾讯涨超3%创近5个月新高</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市场综述：恒指涨1.22%，腾讯涨超3%创近5个月新高\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\">2019-12-17 16:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p><p>中国<span>财政部：1-11月累计印花税2272亿元，同比增长10%。其中，证券交易印花税1158亿元，同比增长21.7%。1-11月累计，全国一般公共预算收入178967亿元，同比增长3.8%。其中，中央一般公共预算收入86116亿元，同比增长4.8%。</span></p><p><b><span>港股</span></b></p><p><span>今日港股市场再次拉升，主要股指皆大涨，国指更是一度升超2%。A股三大股指亦延续上攻态势，沪指收复3000点。港股恒指盘中试图冲击28000点大关未果，但走势依旧强势，日前强势收复27000点。市场风险偏好显著回升，做多动能持续高涨。截至收盘，恒指涨1.22%，报27843.71点。国指涨1.73%，报10964.99点。主板全日成交1053.48港元，港股通净流入58.94亿港元。</span></p><p><img src=\"https://static.tigerbbs.com/7a5da4f90922e85a8171802bc0b79004\" /></p><p><span>从板块表现看，家电股、中资券商股全日强势领涨，手游股、高铁基建集体拉升，药品股、区块链、银行股、石油股等普涨，惟教育股、蓝筹地产股小幅走低。</span></p><p><span>个股方面，<a href=\"https://laohu8.com/S/01093\">石药集团</a>大涨逾4%领涨恒指，中生制药升3.69%；港股通标的股<a href=\"https://laohu8.com/S/01169\">海尔电器</a>、<a href=\"https://laohu8.com/S/01458\">周黑鸭</a>大涨超9%。</span></p><p><b>$<a href=\"https://laohu8.com/S/03396\">联想控股</a>(03396)$ 涨1.92%</b>，媒体报道称联想控股将于明日下午正式发布公告，宣布柳传志卸任董事长一职，接任者将是现联想控股高级副总裁兼首席财务官、执行董事宁旻。现联想控股总裁、执行董事朱立南也将卸任。</p><p><b>$<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700)$ </b><b><span>大涨3.17%</span></b><span>，收盘价创7月30日以来的新高，最新总市值3.54万亿港元，月内累涨11.87%。随着大市的整体回暖，自12月初以来启动一波上涨行情的腾讯目前涨势还在继续。 腾讯近日动作频频，继此前有消息称正内测一款基于同学或同事关系来拓展社交关系的实名社交App“朋友”之后，近日腾讯正式推出全新匿名情感社交产品“灯遇交友”。据了解，灯遇定位类似于可以真实表达自我的精神小角落，主打让用户表达真实想法，记录碎碎念，以及与陌生人轻松聊天</span></p><p><b>$<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>(09988)$ 涨1.39%，</b>盘中一度涨至205.8港元，再创历史新高，市值达44083亿港元，折合5658亿美元，超过<a href=\"https://laohu8.com/S/FB\">Facebook</a>的5644.18亿美元，成为全球市值第六大的公司，不过截至收盘<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>市值回落至43739亿港元，折合5616亿美元。</p><p><b><span>A股</span></b></p><p><span>沪深两市股指开盘涨跌不一，临近上午收盘，金融板块集体发力，推动大盘强势上行，一举站上3000点。两市成交量明显放大，个股呈现出普涨格局。金融板块成为今天的绝对焦点，科技类板块紧随其后。截至发稿，沪指上涨1.27%，报收3022点；深成指上涨1.45%，报收10306点；创业板指上涨1.2%，报收1801点。</span></p><p><span>从盘面上看，Mini-LED、券商、银行、养殖业等板块涨幅居前；两市无一板块下跌，全线上涨。沪股通净流入57.97亿，深股通净流入46.97亿。</span><b>北向资金连续24个交易日净流入，连续净流入天数创历史新高。</b></p><p><b><span> 欧股</span></b></p><p><span>周二欧股开盘普遍下跌，截至发稿，德国DAX指数跌0.39%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.09%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.40%。</span></p><p><img src=\"https://static.tigerbbs.com/91028d28eda1ebcb14d7d84524d79631\" /><span>图片来源：英为财情</span></p><p><span><b>外汇</b></span></p><p><span>在岸人民币兑美元收盘报7.0024，较上一交易日涨3个基点。交易员称，人民币交投缺乏方向，短期料在7元附近维持窄幅区间盘整。</span></p><p><span>截至发稿，美元指数报97.22，涨0.17%。</span></p><p><span>日内英镑走弱，英镑兑美元GBP/USD跌破1.32关口，日内跌幅1%，刷新两日低位。此前英国首相约翰逊(Boris Johnson)表示不会延长脱欧过渡期，引发了市场对“无序”脱欧的担忧。</span></p><p><b><span>黄金</span></b></p><p><span>黄金价格小幅上涨，尽管宏观局势好转，但作为避险资产的黄金依然坚挺。截至发稿，现货黄金报1477.58美元/盎司，日内微涨0.09%。</span></p><p><b><span>原油</span></b></p><p>油价在三个月高点附近徘徊，市场等待宏观局势的进一步进展和库存数据指明后市方向。<span>截至发稿，美国WTI原油报60.30美元/桶，涨幅0.15%；伦敦布伦特原油报65.51美元/桶，涨幅0.26%。</span></p><p><span>石油分析师称，因多重利好因素推动，油价已触及三个月高位，油价是否已到拐点？国际贸易紧张局势降温和OPEC+深化减产无疑利好油价，但美国页岩油产量是否增长，机构们观点不一。<a href=\"https://laohu8.com/S/GS\">高盛</a>表示，投资者现在比过去更有信心，认为页岩油产量不会反弹。德国商业银行则暗示，油价反弹将刺激页岩油增产。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105197850","content_text":"要闻中国财政部：1-11月累计印花税2272亿元，同比增长10%。其中，证券交易印花税1158亿元，同比增长21.7%。1-11月累计，全国一般公共预算收入178967亿元，同比增长3.8%。其中，中央一般公共预算收入86116亿元，同比增长4.8%。港股今日港股市场再次拉升，主要股指皆大涨，国指更是一度升超2%。A股三大股指亦延续上攻态势，沪指收复3000点。港股恒指盘中试图冲击28000点大关未果，但走势依旧强势，日前强势收复27000点。市场风险偏好显著回升，做多动能持续高涨。截至收盘，恒指涨1.22%，报27843.71点。国指涨1.73%，报10964.99点。主板全日成交1053.48港元，港股通净流入58.94亿港元。从板块表现看，家电股、中资券商股全日强势领涨，手游股、高铁基建集体拉升，药品股、区块链、银行股、石油股等普涨，惟教育股、蓝筹地产股小幅走低。个股方面，石药集团大涨逾4%领涨恒指，中生制药升3.69%；港股通标的股海尔电器、周黑鸭大涨超9%。$联想控股(03396)$ 涨1.92%，媒体报道称联想控股将于明日下午正式发布公告，宣布柳传志卸任董事长一职，接任者将是现联想控股高级副总裁兼首席财务官、执行董事宁旻。现联想控股总裁、执行董事朱立南也将卸任。$腾讯控股(00700)$ 大涨3.17%，收盘价创7月30日以来的新高，最新总市值3.54万亿港元，月内累涨11.87%。随着大市的整体回暖，自12月初以来启动一波上涨行情的腾讯目前涨势还在继续。 腾讯近日动作频频，继此前有消息称正内测一款基于同学或同事关系来拓展社交关系的实名社交App“朋友”之后，近日腾讯正式推出全新匿名情感社交产品“灯遇交友”。据了解，灯遇定位类似于可以真实表达自我的精神小角落，主打让用户表达真实想法，记录碎碎念，以及与陌生人轻松聊天$阿里巴巴-SW(09988)$ 涨1.39%，盘中一度涨至205.8港元，再创历史新高，市值达44083亿港元，折合5658亿美元，超过Facebook的5644.18亿美元，成为全球市值第六大的公司，不过截至收盘阿里巴巴市值回落至43739亿港元，折合5616亿美元。A股沪深两市股指开盘涨跌不一，临近上午收盘，金融板块集体发力，推动大盘强势上行，一举站上3000点。两市成交量明显放大，个股呈现出普涨格局。金融板块成为今天的绝对焦点，科技类板块紧随其后。截至发稿，沪指上涨1.27%，报收3022点；深成指上涨1.45%，报收10306点；创业板指上涨1.2%，报收1801点。从盘面上看，Mini-LED、券商、银行、养殖业等板块涨幅居前；两市无一板块下跌，全线上涨。沪股通净流入57.97亿，深股通净流入46.97亿。北向资金连续24个交易日净流入，连续净流入天数创历史新高。 欧股周二欧股开盘普遍下跌，截至发稿，德国DAX指数跌0.39%，英国富时100指数跌0.09%，法国CAC40指数跌0.28%，欧洲斯托克50指数跌0.40%。图片来源：英为财情外汇在岸人民币兑美元收盘报7.0024，较上一交易日涨3个基点。交易员称，人民币交投缺乏方向，短期料在7元附近维持窄幅区间盘整。截至发稿，美元指数报97.22，涨0.17%。日内英镑走弱，英镑兑美元GBP/USD跌破1.32关口，日内跌幅1%，刷新两日低位。此前英国首相约翰逊(Boris Johnson)表示不会延长脱欧过渡期，引发了市场对“无序”脱欧的担忧。黄金黄金价格小幅上涨，尽管宏观局势好转，但作为避险资产的黄金依然坚挺。截至发稿，现货黄金报1477.58美元/盎司，日内微涨0.09%。原油油价在三个月高点附近徘徊，市场等待宏观局势的进一步进展和库存数据指明后市方向。截至发稿，美国WTI原油报60.30美元/桶，涨幅0.15%；伦敦布伦特原油报65.51美元/桶，涨幅0.26%。石油分析师称，因多重利好因素推动，油价已触及三个月高位，油价是否已到拐点？国际贸易紧张局势降温和OPEC+深化减产无疑利好油价，但美国页岩油产量是否增长，机构们观点不一。高盛表示，投资者现在比过去更有信心，认为页岩油产量不会反弹。德国商业银行则暗示，油价反弹将刺激页岩油增产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":932939170,"gmtCreate":1572517265490,"gmtModify":1704724508974,"author":{"id":"3475897560833749","authorId":"3475897560833749","name":"希望是也","avatar":"https://static.tigerbbs.com/dac272144058f9f053570353ee343263","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475897560833749","idStr":"3475897560833749"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a> 直接做多干","listText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a> 直接做多干","text":"$星巴克(SBUX)$ 直接做多干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/932939170","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993902400,"gmtCreate":1563685652600,"gmtModify":1704705830048,"author":{"id":"3475897560833749","authorId":"3475897560833749","name":"希望是也","avatar":"https://static.tigerbbs.com/dac272144058f9f053570353ee343263","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475897560833749","idStr":"3475897560833749"},"themes":[],"htmlText":"下周开盘可以买微软put了","listText":"下周开盘可以买微软put了","text":"下周开盘可以买微软put了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/993902400","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915901885,"gmtCreate":1580537207247,"gmtModify":1704341805797,"author":{"id":"3475897560833749","authorId":"3475897560833749","name":"希望是也","avatar":"https://static.tigerbbs.com/dac272144058f9f053570353ee343263","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475897560833749","idStr":"3475897560833749"},"themes":[],"htmlText":"才一个月涨幅有什么大不了的","listText":"才一个月涨幅有什么大不了的","text":"才一个月涨幅有什么大不了的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915901885","repostId":"1185205665","repostType":2,"repost":{"id":"1185205665","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":1580514444,"share":"https://www.laohu8.com/m/news/1185205665?lang=&edition=full","pubTime":"2020-02-01 07:47","market":"hk","language":"zh","title":"外媒头条：病毒担忧加剧，标普抹平今年涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1185205665","media":"老虎资讯综合","summary":"路透社：病毒影响扩大美国发布对华旅游警告\n\n\nCNBC：50年来首次美国疾控中心对武汉乘客发布强制隔离检疫令\n\n\n彭博社：病毒担忧加剧标普抹平今年涨幅道指重挫600点\n\n\n华尔街日报：空客同意以40亿","content":"<blockquote>\n <b><span>路透社：病毒影响扩大美国发布对华旅游警告</span></b>\n</blockquote>\n<blockquote>\n <b><span>CNBC：50年来首次美国疾控中心对武汉乘客发布强制隔离检疫令</span></b>\n</blockquote>\n<blockquote>\n <b><span>彭博社：病毒担忧加剧标普抹平今年涨幅道指重挫600点</span></b>\n</blockquote>\n<blockquote>\n <b><span>华尔街日报：空客同意以40亿美元了结行贿指控</span></b>\n</blockquote>\n<blockquote>\n <b><span>金融时报：英国正式脱欧将近半个世纪“联姻”解除</span></b>\n</blockquote>\n<h2><b><span>路透社：病毒影响扩大美国发布对华旅游警告</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/cf8eaa66a848055bffcf60e83a2abfa9\"></p>\n<p><span>本周五，美国国务院警告国民，鉴于新型冠状病毒引发的疫情，不要前往中国。该疫情现已震动全球经济，给企业供应链带来越来越大的干扰。</span></p>\n<p><span>美国国务院将对国民去往中国的警告程度上升到去往阿富汗和伊拉克的水平。</span></p>\n<p><span>中国外交部发言人华春莹指出，世界卫生组织（WHO）敦促各国不要对中国采取旅行禁令，但就在这不久之后，美国就做出了截然相反的行动。</span></p>\n<h2><b><span>CNBC：50年来首次美国疾控中心对武汉乘客发布强制隔离检疫令</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/816a6b4f4148b549d997181742e34514\"></p>\n<p><span>美国疾控中心（CDC）对加州的中国乘客发布强制隔离检疫令，这是50年来首次发布这一强制令。</span></p>\n<p><span>美国公共卫生官员、CDC国家免疫与呼吸疾病中心主任Nancy Messonnier周五称，CDC对195名来自武汉的乘客实行了隔离检疫。我们承认这是史无前例的行动，但我们正面临史无前例的公共健康威胁。</span></p>\n<h2><b><span>彭博社：病毒担忧加剧标普抹平今年涨幅道指重挫600点</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/887fe5e7b0622287931e6a80c0e667e4\"></p>\n<p><span>市场对新型冠状病毒蔓延将打击全球经济增长的担忧加剧，本周五美股大跌，避险性质的美债价格攀升、收益率下行。</span></p>\n<p><span>标普500周五收跌1.8%，创四个月来最大单日跌幅，抹平今年初以来所有涨幅，较1月17日的史上最高位跌去3%以上，1月全月累跌0.2%。道指收跌603.41点，跌幅2.09%，为去年8月以来最差单日表现，1月累跌1%，和标普均为去年8月以来首次单月累跌。纳指收跌1.59%，1月累涨将近2%，连涨五个月。这是2018年9月以来首次三大美国股指并未集体单月累涨或累跌。</span></p>\n<p><span>衡量标普波动性的“恐慌指数”VIX周五创将近四个月新高，本月从不足14涨超19，大涨近40%。</span></p>\n<p><span>全球制造业风向标<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>预计，全球经济不确定性继续施压今年销售业绩，暗示机械销售进一步面临不利因素。其对今年前景的预期让本已为病毒困扰的市场更加悲观。</span></p>\n<p><span>30年期美国国债收益率降至2%下方，为去年10月以来首次低于2%。10年期美债收益率下行8个基点至1.51%。</span></p>\n<p><span>因市场担心新型冠状病毒传播将抑制燃油需求，原油期货创1991以来最差开年表现。新兴市场股票连续第七日下跌，巴西雷亚尔创历史新低。</span></p>\n<h2><b><b><span>华尔街日报：空客同意以40亿美元了结行贿指控</span></b></b></h2>\n<p><img src=\"https://static.tigerbbs.com/e9e47357e0063f6243c2943228731f79\"></p>\n<p><span>空客公司与英法美三国的检察官达成和解，同意支付合计36亿欧元（约合40亿美元），了结对其行贿和违反出口管控的指控。这是被指控行贿的企业所缴纳的最高和解金。作为和解的条件，空客还允许美国监管方监控其全球国防领域业务。</span></p>\n<p><span>英法美三国检察官和官员表示，为获得飞机等产品的订单，空客多年来非法行贿中介机构。比如2013年10月到2015年1月，空客斥资5000万美元，赞助马来西亚航空公司亚洲航空高管领导的一只运动队，由此获得了180架飞机的订单。</span></p>\n<h2><b><span>金融时报：英国正式脱欧将近半个世纪“联姻”解除</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/5495005f1b4f037ea11280b8cec62940\"></p>\n<p><span>当地时间本周五23点整，英国正式脱离欧盟，结束历时47年的欧盟成员国身份。这是欧盟史上首次有一个在经济、军事和外交领域的大国成员退出。它让二战后欧洲大陆大统合的进程遭受史无前例的打击。德国总理默克尔称，这给我们所有欧洲人划了一道深深的伤口。</span></p>\n<p><span>英国首相约翰逊在国内发表了冷静但乐观的讲话，称脱欧是不可避免的。他说，欧盟已经超一个方向发展了50多年，这再也不适合英国。</span></p>\n<p><span>法国总统马克龙周五晚称，英国离开是一记重击。这是历史性的警报信号，它引发所有欧盟成员国的共鸣，我们应该彼此理解，它令我们深思。</span></p>\n<p><span>约翰逊称，英国脱欧应该会让英国政府释放充分的潜力。这一言论遭到了其他欧洲领导人的驳斥，他们认为脱欧对英国自身有害。</span></p>\n<p><span>欧盟委员会主席冯德莱恩周五称，经验告诉我们，力量不是源于孤立，而是来自我们独有的联盟。她祝英国好运，同时承诺，将在未来与英国的谈判中捍卫欧盟的利益。她说，虽然欧盟希望与英国有尽可能好的关系，但双方的关系永远不会像英国是欧盟成员时那么好</span></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>外媒头条：病毒担忧加剧，标普抹平今年涨幅</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外媒头条：病毒担忧加剧，标普抹平今年涨幅\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\">2020-02-01 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b><span>路透社：病毒影响扩大美国发布对华旅游警告</span></b>\n</blockquote>\n<blockquote>\n <b><span>CNBC：50年来首次美国疾控中心对武汉乘客发布强制隔离检疫令</span></b>\n</blockquote>\n<blockquote>\n <b><span>彭博社：病毒担忧加剧标普抹平今年涨幅道指重挫600点</span></b>\n</blockquote>\n<blockquote>\n <b><span>华尔街日报：空客同意以40亿美元了结行贿指控</span></b>\n</blockquote>\n<blockquote>\n <b><span>金融时报：英国正式脱欧将近半个世纪“联姻”解除</span></b>\n</blockquote>\n<h2><b><span>路透社：病毒影响扩大美国发布对华旅游警告</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/cf8eaa66a848055bffcf60e83a2abfa9\"></p>\n<p><span>本周五，美国国务院警告国民，鉴于新型冠状病毒引发的疫情，不要前往中国。该疫情现已震动全球经济，给企业供应链带来越来越大的干扰。</span></p>\n<p><span>美国国务院将对国民去往中国的警告程度上升到去往阿富汗和伊拉克的水平。</span></p>\n<p><span>中国外交部发言人华春莹指出，世界卫生组织（WHO）敦促各国不要对中国采取旅行禁令，但就在这不久之后，美国就做出了截然相反的行动。</span></p>\n<h2><b><span>CNBC：50年来首次美国疾控中心对武汉乘客发布强制隔离检疫令</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/816a6b4f4148b549d997181742e34514\"></p>\n<p><span>美国疾控中心（CDC）对加州的中国乘客发布强制隔离检疫令，这是50年来首次发布这一强制令。</span></p>\n<p><span>美国公共卫生官员、CDC国家免疫与呼吸疾病中心主任Nancy Messonnier周五称，CDC对195名来自武汉的乘客实行了隔离检疫。我们承认这是史无前例的行动，但我们正面临史无前例的公共健康威胁。</span></p>\n<h2><b><span>彭博社：病毒担忧加剧标普抹平今年涨幅道指重挫600点</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/887fe5e7b0622287931e6a80c0e667e4\"></p>\n<p><span>市场对新型冠状病毒蔓延将打击全球经济增长的担忧加剧，本周五美股大跌，避险性质的美债价格攀升、收益率下行。</span></p>\n<p><span>标普500周五收跌1.8%，创四个月来最大单日跌幅，抹平今年初以来所有涨幅，较1月17日的史上最高位跌去3%以上，1月全月累跌0.2%。道指收跌603.41点，跌幅2.09%，为去年8月以来最差单日表现，1月累跌1%，和标普均为去年8月以来首次单月累跌。纳指收跌1.59%，1月累涨将近2%，连涨五个月。这是2018年9月以来首次三大美国股指并未集体单月累涨或累跌。</span></p>\n<p><span>衡量标普波动性的“恐慌指数”VIX周五创将近四个月新高，本月从不足14涨超19，大涨近40%。</span></p>\n<p><span>全球制造业风向标<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>预计，全球经济不确定性继续施压今年销售业绩，暗示机械销售进一步面临不利因素。其对今年前景的预期让本已为病毒困扰的市场更加悲观。</span></p>\n<p><span>30年期美国国债收益率降至2%下方，为去年10月以来首次低于2%。10年期美债收益率下行8个基点至1.51%。</span></p>\n<p><span>因市场担心新型冠状病毒传播将抑制燃油需求，原油期货创1991以来最差开年表现。新兴市场股票连续第七日下跌，巴西雷亚尔创历史新低。</span></p>\n<h2><b><b><span>华尔街日报：空客同意以40亿美元了结行贿指控</span></b></b></h2>\n<p><img src=\"https://static.tigerbbs.com/e9e47357e0063f6243c2943228731f79\"></p>\n<p><span>空客公司与英法美三国的检察官达成和解，同意支付合计36亿欧元（约合40亿美元），了结对其行贿和违反出口管控的指控。这是被指控行贿的企业所缴纳的最高和解金。作为和解的条件，空客还允许美国监管方监控其全球国防领域业务。</span></p>\n<p><span>英法美三国检察官和官员表示，为获得飞机等产品的订单，空客多年来非法行贿中介机构。比如2013年10月到2015年1月，空客斥资5000万美元，赞助马来西亚航空公司亚洲航空高管领导的一只运动队，由此获得了180架飞机的订单。</span></p>\n<h2><b><span>金融时报：英国正式脱欧将近半个世纪“联姻”解除</span></b></h2>\n<p><img src=\"https://static.tigerbbs.com/5495005f1b4f037ea11280b8cec62940\"></p>\n<p><span>当地时间本周五23点整，英国正式脱离欧盟，结束历时47年的欧盟成员国身份。这是欧盟史上首次有一个在经济、军事和外交领域的大国成员退出。它让二战后欧洲大陆大统合的进程遭受史无前例的打击。德国总理默克尔称，这给我们所有欧洲人划了一道深深的伤口。</span></p>\n<p><span>英国首相约翰逊在国内发表了冷静但乐观的讲话，称脱欧是不可避免的。他说，欧盟已经超一个方向发展了50多年，这再也不适合英国。</span></p>\n<p><span>法国总统马克龙周五晚称，英国离开是一记重击。这是历史性的警报信号，它引发所有欧盟成员国的共鸣，我们应该彼此理解，它令我们深思。</span></p>\n<p><span>约翰逊称，英国脱欧应该会让英国政府释放充分的潜力。这一言论遭到了其他欧洲领导人的驳斥，他们认为脱欧对英国自身有害。</span></p>\n<p><span>欧盟委员会主席冯德莱恩周五称，经验告诉我们，力量不是源于孤立，而是来自我们独有的联盟。她祝英国好运，同时承诺，将在未来与英国的谈判中捍卫欧盟的利益。她说，虽然欧盟希望与英国有尽可能好的关系，但双方的关系永远不会像英国是欧盟成员时那么好</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185205665","content_text":"路透社：病毒影响扩大美国发布对华旅游警告\n\n\nCNBC：50年来首次美国疾控中心对武汉乘客发布强制隔离检疫令\n\n\n彭博社：病毒担忧加剧标普抹平今年涨幅道指重挫600点\n\n\n华尔街日报：空客同意以40亿美元了结行贿指控\n\n\n金融时报：英国正式脱欧将近半个世纪“联姻”解除\n\n路透社：病毒影响扩大美国发布对华旅游警告\n\n本周五，美国国务院警告国民，鉴于新型冠状病毒引发的疫情，不要前往中国。该疫情现已震动全球经济，给企业供应链带来越来越大的干扰。\n美国国务院将对国民去往中国的警告程度上升到去往阿富汗和伊拉克的水平。\n中国外交部发言人华春莹指出，世界卫生组织（WHO）敦促各国不要对中国采取旅行禁令，但就在这不久之后，美国就做出了截然相反的行动。\nCNBC：50年来首次美国疾控中心对武汉乘客发布强制隔离检疫令\n\n美国疾控中心（CDC）对加州的中国乘客发布强制隔离检疫令，这是50年来首次发布这一强制令。\n美国公共卫生官员、CDC国家免疫与呼吸疾病中心主任Nancy 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href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示，阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元，2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢？从之前的2500亿美元，到最近的2800亿美元（或2万亿RMB），都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值，貌似步子也太大了一些？ 瑞信是这么说的， 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG（市盈率相对盈利增长比率）为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%（言下之意利润和收入水平至少保持相同），那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%，达到433亿元，未来按照32%的增长，那么2021年为570亿元，2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子，肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元，同比增长42.56%，毛利润695.49亿元，同比增长74.28%。按照年末达到1100亿毛利润的话，433亿的 净利润（IFRS）相当于是毛利率的39% 。 可是，2019年的净利润占毛利润比例是30%。 只能说，非要给这么高的目标，蚂蚁要垫垫脚尖的话，还尚且能够着。 PE等倍数估值法有一个比较大的问题是，最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整，同时对不同目标时期点的估值，如果不说清楚的话，也会相差较大。 所以从2800亿-4800亿，只要改","listText":"今天下午，路透的一条新闻让对<a href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示，阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元，2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢？从之前的2500亿美元，到最近的2800亿美元（或2万亿RMB），都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值，貌似步子也太大了一些？ 瑞信是这么说的， 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG（市盈率相对盈利增长比率）为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%（言下之意利润和收入水平至少保持相同），那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%，达到433亿元，未来按照32%的增长，那么2021年为570亿元，2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子，肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元，同比增长42.56%，毛利润695.49亿元，同比增长74.28%。按照年末达到1100亿毛利润的话，433亿的 净利润（IFRS）相当于是毛利率的39% 。 可是，2019年的净利润占毛利润比例是30%。 只能说，非要给这么高的目标，蚂蚁要垫垫脚尖的话，还尚且能够着。 PE等倍数估值法有一个比较大的问题是，最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整，同时对不同目标时期点的估值，如果不说清楚的话，也会相差较大。 所以从2800亿-4800亿，只要改","text":"今天下午，路透的一条新闻让对$蚂蚁集团(临时)(90016)$ 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示，阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元，2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢？从之前的2500亿美元，到最近的2800亿美元（或2万亿RMB），都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值，貌似步子也太大了一些？ 瑞信是这么说的， 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG（市盈率相对盈利增长比率）为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%（言下之意利润和收入水平至少保持相同），那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%，达到433亿元，未来按照32%的增长，那么2021年为570亿元，2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子，肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元，同比增长42.56%，毛利润695.49亿元，同比增长74.28%。按照年末达到1100亿毛利润的话，433亿的 净利润（IFRS）相当于是毛利率的39% 。 可是，2019年的净利润占毛利润比例是30%。 只能说，非要给这么高的目标，蚂蚁要垫垫脚尖的话，还尚且能够着。 PE等倍数估值法有一个比较大的问题是，最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整，同时对不同目标时期点的估值，如果不说清楚的话，也会相差较大。 所以从2800亿-4800亿，只要改","images":[{"img":"https://static.tigerbbs.com/fbe8718f8125130c4579274811936ec0","width":"1467","height":"245"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301386651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308125122,"gmtCreate":1603895683966,"gmtModify":1703831183738,"author":{"id":"3475897560833749","authorId":"3475897560833749","name":"希望是也","avatar":"https://static.tigerbbs.com/dac272144058f9f053570353ee343263","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475897560833749","idStr":"3475897560833749"},"themes":[],"htmlText":"不能买了吗","listText":"不能买了吗","text":"不能买了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308125122","repostId":"303240882","repostType":1,"repost":{"id":303240882,"gmtCreate":1603180189440,"gmtModify":1703828944199,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎专刊】蔚来还能买入吗？看看虎友们怎么说","htmlText":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 <a target=\"_blank\" href=\"https://laohu8.com/U/3494295154959832\">@FinMelon</a> <a href=\"https://laohu8.com/TW/309000612\" target=\"_blank\">我对蔚来许下的十倍承诺（圆梦篇）</a> <a href=\"https://laohu8.com/TW/309124295\" target=\"_blank\">十倍后的蔚来，还有多少未来？</a> 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... <a target=\"_blank\" href=\"https://laohu8.com/U/3532514747665209\">@相信过程</a> <a href=\"https://laohu8.com/TW/309317997\" target=\"_blank\">蔚来车主关于蔚来的思考</a>","listText":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 <a target=\"_blank\" href=\"https://laohu8.com/U/3494295154959832\">@FinMelon</a> <a href=\"https://laohu8.com/TW/309000612\" target=\"_blank\">我对蔚来许下的十倍承诺（圆梦篇）</a> <a href=\"https://laohu8.com/TW/309124295\" target=\"_blank\">十倍后的蔚来，还有多少未来？</a> 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... <a target=\"_blank\" href=\"https://laohu8.com/U/3532514747665209\">@相信过程</a> <a href=\"https://laohu8.com/TW/309317997\" target=\"_blank\">蔚来车主关于蔚来的思考</a>","text":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。$蔚来(NIO)$在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 @FinMelon 我对蔚来许下的十倍承诺（圆梦篇） 十倍后的蔚来，还有多少未来？ 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... @相信过程 蔚来车主关于蔚来的思考","images":[{"img":"https://static.tigerbbs.com/25623c90f63ca783878682f024817c9a","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/e1f5e73e0d53505a5ff6de3973bf6a95","width":"2160","height":"1080"},{"img":"https://static.tigerbbs.com/e626ea5bc01c43fb799f2a224e1ea66e","width":"2292","height":"1118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303240882","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308122766,"gmtCreate":1603895665355,"gmtModify":1703831182869,"author":{"id":"3475897560833749","authorId":"3475897560833749","name":"希望是也","avatar":"https://static.tigerbbs.com/dac272144058f9f053570353ee343263","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475897560833749","idStr":"3475897560833749"},"themes":[],"htmlText":"真拿","listText":"真拿","text":"真拿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308122766","repostId":"303817712","repostType":1,"repost":{"id":303817712,"gmtCreate":1603094920136,"gmtModify":1703828617047,"author":{"id":"3473459794537757","authorId":"3473459794537757","name":"MidasMike","avatar":"https://static.tigerbbs.com/7cafd3d1411d04107e3c4859369109f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3473459794537757","idStr":"3473459794537757"},"themes":[],"title":"知行合一：Baillie Gifford如何实现长期主义","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi","text":"$SCOTTISH MORT(SMT.UK)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $亚马逊(AMZN)$ $腾讯控股(00700)$ 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie 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