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战神1
07-12
这篇文章不错,转发给大家看看
上市金融科技公司“审慎”展业,一季度放贷规模整体缩量
战神1
2019-04-10
$拍拍贷(PPDF)$不知大家注意到没有,这次的为备案准备的消息,首次有责任编辑的姓名。这好像其他新闻都没有的@小猪沛沛 @粲都 @稳住别绿 @你可拉到吧
战神1
2019-04-10
这篇文章不错,转发给大家看
@战神1:$拍拍贷(PPDF)$其实问题的实质在于,不知不觉之间,空头就卖出了6400万股票,而他的总流通量才1700万股票。总卖出量是总流通量的3.47倍。更为要命的的是这些股票大部分流入了认识其价值的关键个人或风投机构。真不知道,随着公司的不断发展,空头拿什么来还。@小猪沛沛 @你可拉到吧 @粲都 @你可拉到吧 @你可拉到吧
战神1
2019-04-07
这篇文章不错,转发给大家看
@战神1:$拍拍贷(PPDF)$刚刚看了《小镇微光》纪录片,落泪了。记录了中国艰苦奋斗的一代青年,感觉到对他们真是要好一点,这才是人性的光辉所在。小镇青年为了自己的理想,对社会的付出,才是我们这个时代的进步之源。能够为他们做出哪怕一点点微弱的贡献,我想也是值得的。我想这可能就是拍拍贷区别于其他p2p公司的本质所在。因为他们是一群有思想,有灵魂的高管所控制的公司。他们有着为这个社会贡献才智的梦想。他们成立的百万基金,拍摄的小镇纪律片,1小时不到的信用放款,不断下降的贷款利率等等都是为这个社会所付出的贡献。@清华奶茶暗战明州强东 @稳住别绿 @小猪沛沛 @粲都 @你可拉到吧 @unfun @拍拍贷PPDF @分散投资王大宝 @稳住别绿
战神1
2019-04-07
$拍拍贷(PPDF)$刚刚看了《小镇微光》纪录片,落泪了。记录了中国艰苦奋斗的一代青年,感觉到对他们真是要好一点,这才是人性的光辉所在。小镇青年为了自己的理想,对社会的付出,才是我们这个时代的进步之源。能够为他们做出哪怕一点点微弱的贡献,我想也是值得的。我想这可能就是拍拍贷区别于其他p2p公司的本质所在。因为他们是一群有思想,有灵魂的高管所控制的公司。他们有着为这个社会贡献才智的梦想。他们成立的百万基金,拍摄的小镇纪律片,1小时不到的信用放款,不断下降的贷款利率等等都是为这个社会所付出的贡献。@清华奶茶暗战明州强东 @稳住别绿 @小猪沛沛 @粲都 @你可拉到吧 @unfun @拍拍贷PPDF @分散投资王大宝 @稳住别绿
战神1
2019-04-05
$拍拍贷(PPDF)$还有一张,这下应该全了,你详细加总一下@清华奶茶暗战明州强东
战神1
2019-04-04
$拍拍贷(PPDF)$请加总@分散投资王大宝 @你可拉到吧 @粲都 @小猪沛沛 @稳住别绿
战神1
2019-04-04
$拍拍贷(PPDF)$其实问题的实质在于,不知不觉之间,空头就卖出了6400万股票,而他的总流通量才1700万股票。总卖出量是总流通量的3.47倍。更为要命的的是这些股票大部分流入了认识其价值的关键个人或风投机构。真不知道,随着公司的不断发展,空头拿什么来还。@小猪沛沛 @你可拉到吧 @粲都 @你可拉到吧 @你可拉到吧
战神1
2019-04-04
$拍拍贷(PPDF)$综合来看,就是多头多出6935万美元现金可以用来做事(属于现金增加方),空头手中保证金少了1216万美元,但如果算上乘数效益的话,不知道减少了多少比例的 保证金了(属于现金减少方)。一里一外,此消彼长了。就是不知道最后一根稻草是什么时候来,是什么东西来,大家可以猜一猜啊?@小猪沛沛 @分散投资王大宝 @你可拉到吧 @稳住别绿 @粲都
战神1
2019-04-04
$拍拍贷(PPDF)$本次分红让空头庄家实际付出的成本为1216万美元。空头持股6400万股,按0.19美元/股计算,本次分红付出成本为1216万美元。@分散投资王大宝 @粲都 @稳住别绿 @小猪沛沛 @你可拉到吧
战神1
2019-04-04
$拍拍贷(PPDF)$分红是此股空头出的第一笔血啊啊啊
战神1
2019-04-03
$拍拍贷(PPDF)$如果说分红是短期利好的话,那么备案就是长期利好(尤其是以最有利于拍拍贷的方式进行备案)。长短夹击,可以这么理解,现在是留给空头的时间不多了。看来空头谁翻转的最快,谁就有可能逃过一劫。@你可拉到吧 @小猪沛沛 @稳住别绿 @粲都 @分散投资王大宝
战神1
2019-03-27
$拍拍贷(PPDF)假设股价4元,分红是2元的话,则第二天,买入1股者账面显示2元,另有2元分红。卖空者仍然卖空为1股。这时好像没有人有损失。1.但是股票质地优秀的话,原有股东就会增持,这时卖空者只有选择继续卖空,方能维持不亏损。2.而如果选择不买不卖,则价格会迅速上涨,加入填平了分红区间,则这时买入者手中就多了一笔分红现金,而买空者看上去价格上没有损失(但如果看股份的话,则卖空者卖出的股份占比就小了一些,而这些小了一些,就是卖空者的损失)。3.而卖空者如果选择买入,则就是卖空者的直接损失)。 结论就是分红就是天然的增加做多积极性的一种行为。分红意味着董事会的自信,展示的是公司拥有充足的现金流。
战神1
2019-03-22
$拍拍贷(PPDF)$.1.公司是盈利能力最强的互联网企业,从上市至今,公司的发展速度和能力没有改变。维持其发行价13美元的因素没有改变。2.公司目前的股价较乐信低估70%,按照野村证券对乐信的估值又有73%的上涨空间,所以13美元的股价是合理的。3.持股的思维不能被空头所左右,一直持有,才是正道。@你可拉到吧 @小猪沛沛 @稳住别绿 @粲都 @分散投资王大宝
战神1
2019-03-22
$乐信(LX)$1.公司盈利能力最强的互联网企业,从上市至今,公司的发展速度和能力没有改变。维持其发行价13美元的因素没有改变。
战神1
2019-03-20
$拍拍贷(PPDF)$对标乐信现有股价,拍拍贷低估了70%⊙▽⊙买到就是攒到了
战神1
2019-03-19
$拍拍贷(PPDF)$知道此庄为何如此吗?其实是他的控盘资金严重不足。现在他就是赌,如果能控得了盘,他就赢了。如果控不了盘,他就输了。就像我们知道的中石化巨亏事件一样。@分散投资王大宝 @粲都 @稳住别绿 @小猪沛沛 @你可拉到吧
战神1
2019-03-19
$拍拍贷(PPDF)$截至2018年底,富达基金增持拍拍贷515万股。
战神1
2019-03-19
@粲都 @分散投资王大宝 @
@战神1:$拍拍贷(PPDF)$价格打到4.58,空头庄家想以7786万美元的资金来实现控盘,最后必然会遭到上帝的惩罚。1、确不知本次分红资金就是3.01*0.19=5719万美元,凡事目前持有该股的人都是都此股票极度看好的人,收到分红,会毫不犹豫的增持。2、股票的质地优良自然会有潜在购买者前来报到,特别是随着拍拍贷的大力宣传,小摩根斯坦利们会逐步加大对该股的持有。3、随着投行的研究部门的研究报告的不断出炉,增持的机构只会越来越多,随着不断的买入,价格会逐步推高,空头控盘需要的资金会不断增加,到时收拾庄家的就是上帝了。@你可拉到吧 @小猪沛沛 @稳住别绿 @
战神1
2019-03-19
这篇文章不错,转发给大家看
@战神1:$拍拍贷(PPDF)$价格打到4.58,空头庄家想以7786万美元的资金来实现控盘,最后必然会遭到上帝的惩罚。1、确不知本次分红资金就是3.01*0.19=5719万美元,凡事目前持有该股的人都是都此股票极度看好的人,收到分红,会毫不犹豫的增持。2、股票的质地优良自然会有潜在购买者前来报到,特别是随着拍拍贷的大力宣传,小摩根斯坦利们会逐步加大对该股的持有。3、随着投行的研究部门的研究报告的不断出炉,增持的机构只会越来越多,随着不断的买入,价格会逐步推高,空头控盘需要的资金会不断增加,到时收拾庄家的就是上帝了。@你可拉到吧 @小猪沛沛 @稳住别绿 @
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11:16","market":"hk","language":"zh","title":"上市金融科技公司“审慎”展业,一季度放贷规模整体缩量","url":"https://stock-news.laohu8.com/highlight/detail?id=2449224255","media":"WEMONEY研究室","summary":"近日,包括信也科技(NYSE:FINV)、乐信(NASDAQ:LX)、奇富科技(NASDAQ:QFIN)、小赢科技(NYSE:XYF)、嘉银科技(NASDAQ:JFIN)、陆金所(NASDAQ:LU)在内的金融科技公司均披露了2024年一季度财报。过去一段时间内,随着宏观经济进入调整期,市场逾期率攀升,助贷机构也迎来了战略性收缩。除了嘉银科技一季度财报中未披...","content":"<div>\n<p>全文2219字,阅读约需7分钟,帮我划重点划重点01金融科技公司2024年一季度财报显示,助贷机构整体放贷规模缩量,如陆金所贷款规模同比下降45.4%。02由于宏观经济调整期和市场风险攀升,助贷机构纷纷调整业务战略,审慎展业。03各大助贷机构积极推进海外布局,寻找第二增长曲线,如信也科技国际业务收入同比增长32.9%。04同时,助贷机构正通过调整营收结构、推进出海战略等方式,试图寻找第二增长曲线。...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240705A033FX00\">Web Link</a>\n\n</div>\n","source":"tencent_tech","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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.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上市金融科技公司“审慎”展业,一季度放贷规模整体缩量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-05 11:16 北京时间 <a href=https://new.qq.com/rain/a/20240705A033FX00><strong>WEMONEY研究室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全文2219字,阅读约需7分钟,帮我划重点划重点01金融科技公司2024年一季度财报显示,助贷机构整体放贷规模缩量,如陆金所贷款规模同比下降45.4%。02由于宏观经济调整期和市场风险攀升,助贷机构纷纷调整业务战略,审慎展业。03各大助贷机构积极推进海外布局,寻找第二增长曲线,如信也科技国际业务收入同比增长32.9%。04同时,助贷机构正通过调整营收结构、推进出海战略等方式,试图寻找第二增长曲线。...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240705A033FX00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/om_ls/OumW3H9AjbFxtITzKGGNngvHCuHkxcqO2tZbEDOubkL20AA_294195/0","relate_stocks":{"JFIN":"嘉银科技","TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","BK4531":"中概回港概念","QLD":"纳指两倍做多ETF","QFIN":"奇富科技","FINV":"信也科技","BK4585":"ETF&股票定投概念","XYF":"小赢科技","SQQQ":"纳指三倍做空ETF","BK4166":"消费信贷",".IXIC":"NASDAQ Composite","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","LX":"乐信","QQQ":"纳指100ETF","BK4503":"景林资产持仓","QID":"纳指两倍做空ETF"},"source_url":"https://new.qq.com/rain/a/20240705A033FX00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2449224255","content_text":"全文2219字,阅读约需7分钟,帮我划重点划重点01金融科技公司2024年一季度财报显示,助贷机构整体放贷规模缩量,如陆金所贷款规模同比下降45.4%。02由于宏观经济调整期和市场风险攀升,助贷机构纷纷调整业务战略,审慎展业。03各大助贷机构积极推进海外布局,寻找第二增长曲线,如信也科技国际业务收入同比增长32.9%。04同时,助贷机构正通过调整营收结构、推进出海战略等方式,试图寻找第二增长曲线。05总体来说,助贷机构在面临市场挑战时,需要平衡规模与资产质量,推动营业收入结构转型。由腾讯混元大模型提供技术支持近日,包括信也科技(NYSE:FINV)、乐信(NASDAQ:LX)、奇富科技(NASDAQ:QFIN)、小赢科技(NYSE:XYF)、嘉银科技(NASDAQ:JFIN)、陆金所(NASDAQ:LU)在内的金融科技公司均披露了2024年一季度财报。过去一段时间内,随着宏观经济进入调整期,市场逾期率攀升,助贷机构也迎来了战略性收缩。除了嘉银科技一季度财报中未披露其贷款余额数据,其余助贷机构一季度贷款余额环比均呈下降趋势。我们看到,在一季度报中,包括奇富科技、乐信等在内的机构无不提到一个词“审慎”。当下,助贷机构已经不再执迷于过去的高速增长策略,而是及时调整业务战略,平衡规模与资产质量。就像招商银行在近日的股东大会问答环节提到的,2024年要保持“适度增长”,这也是助贷机构2024年的主要方向。对此,各家机构通过调整营收结构、推进出海战略等,试图寻找第二增长曲线。以信也科技为例,截至2024年一季度,其海外业务已经贡献了主要增长,在2024年第一季度总收入占比达18.8%。贷款余额环比均下降在宏观经济恢复不及预期、风险攀升的大背景下,规模收缩是主旋律。透过上市金融科技公司一季报可以看出,除了嘉银科技一季度财报中未披露其贷款余额数据,其余助贷机构一季度贷款余额环比均呈下降趋势。截至2024年一季度,陆金所的贷款规模已经从高点的6000亿元压缩至2700亿元,同比下降45.4%,环比下降14.33%。一季度末,奇富科技促成贷款总额992.37亿元,同比下降9.3%,环比下降17.25%;同期,在贷余额余额1699.2亿元,同比下降0.8%,环比下降8.88%。一季度末,乐信共发放580亿元贷款,同比下降4.8%,环比下降5.23%;同期,在贷余额1220亿元,同比增长13.5%,环比下降1.62%。一季度末,信也科技交易额和在贷余额同比均保持增长,不过具体到国内市场,一季度贷款成交461亿元,环比减少40亿元;在贷余额640亿元,环比减少21亿元。一季度末,小赢科技促成和发起的贷款总额215.05亿元,同比下降11%,环比下降18%;在贷余额438.12亿元,同比增长5.50%,环比下降10.31%。这种规模的收缩,可以说是主动为之。当下经济形势下,助贷机构不可能在实现规模增长、推进减费让利政策的同时,还能保持资产质量的稳定。因此,只能在一定程度上舍弃规模的增长,平衡规模与质量。当然,这种收缩也是被动为之。大行正在加速下沉,加上信息高度透明,对于用户来说,想要找到低价的产品并不难。这对主要依靠线上获客的助贷机构来说,原有的“投放就能增长”的逻辑失效了。平路加速谁都会,但是爬坡弯道,才更能考验一家机构应对风险的能力。不管主动抑或被动,助贷机构都要推动营业收入机构转型,积极探索多元化收入。收入结构持续优化对于规模增长放缓、逾期攀升,一季报显示,各家机构几乎都在加大担保占比,推动营业收入的结构转变。以信也为例,担保收入则展现出了强劲的增长势头。财报披露,信也科技一季度担保收入达到13.46亿元,较去年同期的9.87亿元增加了3个多亿,同比上涨了26.71%,成为信也科技的营收支柱。再看乐信,2024年一季度,公司信贷便利化服务收入为26.48亿元,同比上升25.2%,主要由于以信贷为导向的贷款便利化和服务费和担保收入的增加,部分被融资收入的减少所抵消;而技术赋能服务收入为3.62亿元,上年同期为3.68亿元,主要由于利润分享模式下贷款便利化量减少;其中,在信贷便利化服务收入中,以信贷为导向的贷款便利化和服务费收入为14.17亿元,同比增长47%,主要由于在信贷导向模式下促成的表外贷款增加,以及对提前还款行为的更好控制;担保收入为7.44亿元,同比增长34.4%,主要是由于某些机构融资合作伙伴提供资金的表外贷款余额增加;此外,乐信一季度末担保责任准备金增加至人8.28亿元,而2023年第一季度为人民币6.53亿元。此外,嘉银金科一季度促成贷款服务费比2023年同期增长143.3%达到6.67亿元人民币,财报解释为发生的担保费用增加和促成贷款规模增加。其担保负债清偿收入为5.25亿元,2023年同期为1.29亿元,同比增长主要系公司提供担保服务的平均未偿贷款余额增长。小赢科技的融资担保业务收入也有明显增加,2024年一季度增至3290万元,主要是因为其融资担保子公司于去年下半年开始发挥业务作用。而陆金所控股早已通过旗下融资担保子公司进行转型。2024年初,平安普惠已经将品牌更名为平安担保。截至2024年一季度,其所有新增贷款由消费金融子公司发放,或由担保公司按100%担保模式赋能。截至第一季度末,平安普惠26%的贷款余额在新的100%担保模式下启用,余额风险承担率由2023年第四季度末的39.8%上升至截至2024年第一季度末的48.3%。积极推进海外布局针对国内市场增长放缓、风险上升,各大助贷机构早已布局海外业务,以寻找第二增长曲线。以信也科技为例,2024年第一季度放款量达到461亿元,同比增长10.3,其中国际市场一季度放款量增长40.8%,贡献了主要增长。具体来说,国际业务收入于2024年第一季度为5.948亿元,较2023年同期增长32.9%,占2024年第一季度总收入的18.8%。信也科技的国际业务除了在印尼、菲律宾落地,目前也在拉美地区开展科技服务业务。其中,菲律宾保持高增速,一季度实现放款量5.6亿,同比增长194%,目前已成为当地领先的金融科技平台。展望2024年,信也科技预计全年国际市场交易额将在94亿元至110亿元人民币之间,同比增长约20.0%至40.0%。再比如,嘉银金科的海外业务在印尼、尼日利亚、墨西哥等地落地。在印尼市场,其新注册用户数量环比增长了37%,第一季度正与5家当地持牌金融机构进行商谈。同时我们也看到,当前印尼监管机构也在加强关于利率的监管,对此各家机构也在调整定价上限,更多地聚焦优质客群。未来只有长期专注于市场、具有突出的风险管理和精细化运营能力的公司,才能在海外市场趟出一条路来。(文心/文)查看原图 183K","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463970,"gmtCreate":1554903706701,"gmtModify":1704797547927,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$不知大家注意到没有,这次的为备案准备的消息,首次有责任编辑的姓名。这好像其他新闻都没有的@小猪沛沛 @粲都 @稳住别绿 @你可拉到吧","listText":"$拍拍贷(PPDF)$不知大家注意到没有,这次的为备案准备的消息,首次有责任编辑的姓名。这好像其他新闻都没有的@小猪沛沛 @粲都 @稳住别绿 @你可拉到吧","text":"$拍拍贷(PPDF)$不知大家注意到没有,这次的为备案准备的消息,首次有责任编辑的姓名。这好像其他新闻都没有的@小猪沛沛 @粲都 @稳住别绿 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保证金了(属于现金减少方)。一里一外,此消彼长了。就是不知道最后一根稻草是什么时候来,是什么东西来,大家可以猜一猜啊?@小猪沛沛 @分散投资王大宝 @你可拉到吧 @稳住别绿 @粲都","listText":"$拍拍贷(PPDF)$综合来看,就是多头多出6935万美元现金可以用来做事(属于现金增加方),空头手中保证金少了1216万美元,但如果算上乘数效益的话,不知道减少了多少比例的 保证金了(属于现金减少方)。一里一外,此消彼长了。就是不知道最后一根稻草是什么时候来,是什么东西来,大家可以猜一猜啊?@小猪沛沛 @分散投资王大宝 @你可拉到吧 @稳住别绿 @粲都","text":"$拍拍贷(PPDF)$综合来看,就是多头多出6935万美元现金可以用来做事(属于现金增加方),空头手中保证金少了1216万美元,但如果算上乘数效益的话,不知道减少了多少比例的 保证金了(属于现金减少方)。一里一外,此消彼长了。就是不知道最后一根稻草是什么时候来,是什么东西来,大家可以猜一猜啊?@小猪沛沛 @分散投资王大宝 @你可拉到吧 @稳住别绿 @粲都","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/456980","isVote":1,"tweetType":1,"viewCount":3049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456842,"gmtCreate":1554351490471,"gmtModify":1704796639481,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$本次分红让空头庄家实际付出的成本为1216万美元。空头持股6400万股,按0.19美元/股计算,本次分红付出成本为1216万美元。@分散投资王大宝 @粲都 @稳住别绿 @小猪沛沛 @你可拉到吧","listText":"$拍拍贷(PPDF)$本次分红让空头庄家实际付出的成本为1216万美元。空头持股6400万股,按0.19美元/股计算,本次分红付出成本为1216万美元。@分散投资王大宝 @粲都 @稳住别绿 @小猪沛沛 @你可拉到吧","text":"$拍拍贷(PPDF)$本次分红让空头庄家实际付出的成本为1216万美元。空头持股6400万股,按0.19美元/股计算,本次分红付出成本为1216万美元。@分散投资王大宝 @粲都 @稳住别绿 @小猪沛沛 @你可拉到吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/456842","isVote":1,"tweetType":1,"viewCount":3164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"content":"综合来看,就是多头多出6935万美元现金可以用来做事(属于现金增加方),空头手中保证金少了1216万美元,但如果算上乘数效益的话,不知道减少了多少保证金了(属于现金减少方)。一里一外,此消彼长了。就是不知道最后一根稻草是什么时候来,是什么东西来,大家可以猜一猜啊?","text":"综合来看,就是多头多出6935万美元现金可以用来做事(属于现金增加方),空头手中保证金少了1216万美元,但如果算上乘数效益的话,不知道减少了多少保证金了(属于现金减少方)。一里一外,此消彼长了。就是不知道最后一根稻草是什么时候来,是什么东西来,大家可以猜一猜啊?","html":"综合来看,就是多头多出6935万美元现金可以用来做事(属于现金增加方),空头手中保证金少了1216万美元,但如果算上乘数效益的话,不知道减少了多少保证金了(属于现金减少方)。一里一外,此消彼长了。就是不知道最后一根稻草是什么时候来,是什么东西来,大家可以猜一猜啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456822,"gmtCreate":1554349898508,"gmtModify":1704796636918,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$分红是此股空头出的第一笔血啊啊啊","listText":"$拍拍贷(PPDF)$分红是此股空头出的第一笔血啊啊啊","text":"$拍拍贷(PPDF)$分红是此股空头出的第一笔血啊啊啊","images":[{"img":"https://static.tigerbbs.com/6a3ba12fdf2f8ceea4bbc77a74099a9f"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/456822","isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"content":"空头持股6400万股,按0.19美元/股计算,本次分红付出成本为1216万美元。","text":"空头持股6400万股,按0.19美元/股计算,本次分红付出成本为1216万美元。","html":"空头持股6400万股,按0.19美元/股计算,本次分红付出成本为1216万美元。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454835,"gmtCreate":1554300651827,"gmtModify":1704796376787,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$如果说分红是短期利好的话,那么备案就是长期利好(尤其是以最有利于拍拍贷的方式进行备案)。长短夹击,可以这么理解,现在是留给空头的时间不多了。看来空头谁翻转的最快,谁就有可能逃过一劫。@你可拉到吧 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结论就是分红就是天然的增加做多积极性的一种行为。分红意味着董事会的自信,展示的是公司拥有充足的现金流。","listText":"$拍拍贷(PPDF)假设股价4元,分红是2元的话,则第二天,买入1股者账面显示2元,另有2元分红。卖空者仍然卖空为1股。这时好像没有人有损失。1.但是股票质地优秀的话,原有股东就会增持,这时卖空者只有选择继续卖空,方能维持不亏损。2.而如果选择不买不卖,则价格会迅速上涨,加入填平了分红区间,则这时买入者手中就多了一笔分红现金,而买空者看上去价格上没有损失(但如果看股份的话,则卖空者卖出的股份占比就小了一些,而这些小了一些,就是卖空者的损失)。3.而卖空者如果选择买入,则就是卖空者的直接损失)。 结论就是分红就是天然的增加做多积极性的一种行为。分红意味着董事会的自信,展示的是公司拥有充足的现金流。","text":"$拍拍贷(PPDF)假设股价4元,分红是2元的话,则第二天,买入1股者账面显示2元,另有2元分红。卖空者仍然卖空为1股。这时好像没有人有损失。1.但是股票质地优秀的话,原有股东就会增持,这时卖空者只有选择继续卖空,方能维持不亏损。2.而如果选择不买不卖,则价格会迅速上涨,加入填平了分红区间,则这时买入者手中就多了一笔分红现金,而买空者看上去价格上没有损失(但如果看股份的话,则卖空者卖出的股份占比就小了一些,而这些小了一些,就是卖空者的损失)。3.而卖空者如果选择买入,则就是卖空者的直接损失)。 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所以维持中概股的价格平稳的可行措施是公司在盈利的情况下建立定期分红制度,定期分配红利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/386520","isVote":1,"tweetType":1,"viewCount":3869,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470692964492255","authorId":"3470692964492255","name":"woshicoco","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3470692964492255","authorIdStr":"3470692964492255"},"content":"这类公司本来就是模式有问题,挺好的p2p模式,到中国以后变味儿了,因为这有一堆一堆的保险公司离职的推销员,拿着高薪,帮狗吃屎","text":"这类公司本来就是模式有问题,挺好的p2p模式,到中国以后变味儿了,因为这有一堆一堆的保险公司离职的推销员,拿着高薪,帮狗吃屎","html":"这类公司本来就是模式有问题,挺好的p2p模式,到中国以后变味儿了,因为这有一堆一堆的保险公司离职的推销员,拿着高薪,帮狗吃屎"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458499,"gmtCreate":1554422100880,"gmtModify":1704796850070,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$还有一张,这下应该全了,你详细加总一下@清华奶茶暗战明州强东","listText":"$拍拍贷(PPDF)$还有一张,这下应该全了,你详细加总一下@清华奶茶暗战明州强东","text":"$拍拍贷(PPDF)$还有一张,这下应该全了,你详细加总一下@清华奶茶暗战明州强东","images":[{"img":"https://static.tigerbbs.com/4e8f3c6f0230daeb5fdcd7d3810f89bf"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/458499","isVote":1,"tweetType":1,"viewCount":4257,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482300599859481","authorId":"3482300599859481","name":"剑桥奶茶大战明州强东","avatar":"https://static.tigerbbs.com/68c7c422bf8e00a7e124dead37064f20","crmLevel":5,"crmLevelSwitch":0,"idStr":"3482300599859481","authorIdStr":"3482300599859481"},"content":"最后这张的单位不是千,就是487股了?","text":"最后这张的单位不是千,就是487股了?","html":"最后这张的单位不是千,就是487股了?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":435572,"gmtCreate":1553072483415,"gmtModify":1704793856891,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$对标乐信现有股价,拍拍贷低估了70%⊙▽⊙买到就是攒到了","listText":"$拍拍贷(PPDF)$对标乐信现有股价,拍拍贷低估了70%⊙▽⊙买到就是攒到了","text":"$拍拍贷(PPDF)$对标乐信现有股价,拍拍贷低估了70%⊙▽⊙买到就是攒到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/435572","isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432348,"gmtCreate":1552914859490,"gmtModify":1704793435906,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$对付空头的最好办法就是不断增加红利的分配,让他付出的成本大大增加。目前情况来看,被机构买走的股票一般的价格根本买不来,所以空头已经陷入十分尴尬的境界,退又退不出。进又进不了。","listText":"$拍拍贷(PPDF)$对付空头的最好办法就是不断增加红利的分配,让他付出的成本大大增加。目前情况来看,被机构买走的股票一般的价格根本买不来,所以空头已经陷入十分尴尬的境界,退又退不出。进又进不了。","text":"$拍拍贷(PPDF)$对付空头的最好办法就是不断增加红利的分配,让他付出的成本大大增加。目前情况来看,被机构买走的股票一般的价格根本买不来,所以空头已经陷入十分尴尬的境界,退又退不出。进又进不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/432348","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384676,"gmtCreate":1548161858559,"gmtModify":1704787531152,"author":{"id":"3476167861081619","authorId":"3476167861081619","name":"战神1","avatar":"https://static.tigerbbs.com/d349024e577d7e092fcbcfe25c34c3f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476167861081619","authorIdStr":"3476167861081619"},"themes":[],"htmlText":"$拍拍贷(PPDF)$互联网金融风险专项整治工作领导小组办公室、P2P网贷风险专项整治工作领导小组办公室近日发布了《关于做好网贷机构分类处置和风险防范工作的意见》(简称《175号文》), 文件对下一阶段网贷机构的分类、分类处置指引、总体工作要求等做出新的规定,并对网贷风险防范工作提出具体要求。 与之前按照股东背景、资产类型、待收余额等作为网贷机构划分标准不同,175号文将网贷平台按照已出险和未出险机构两大类。已出险机构又分为已立案和未立案机构;未出险机构分为僵尸类机构、规模较小机构和规模较大机构。对于不同类型的机构,文件分别给出了不同的指引。 “这也说明监管层在互联网风险专项整治中深入摸排了P2P网贷平台的实际情况,而且分类之多也反映出目前P2P网贷平台实际运营情况依然错综复杂。”她补充道。 对于行业备案一再延期、深陷整改的P2P平台来说,这份文件不啻形成了一份新的生死指引。 能退尽退,应关尽关 “175号文”在“在营高风险机构管控指引”中表示,要严格管控存量规模和投资人数,执行“双降”要求;而将金额逾期率超过10%的未出险机构划分为“高风险”机构。","listText":"$拍拍贷(PPDF)$互联网金融风险专项整治工作领导小组办公室、P2P网贷风险专项整治工作领导小组办公室近日发布了《关于做好网贷机构分类处置和风险防范工作的意见》(简称《175号文》), 文件对下一阶段网贷机构的分类、分类处置指引、总体工作要求等做出新的规定,并对网贷风险防范工作提出具体要求。 与之前按照股东背景、资产类型、待收余额等作为网贷机构划分标准不同,175号文将网贷平台按照已出险和未出险机构两大类。已出险机构又分为已立案和未立案机构;未出险机构分为僵尸类机构、规模较小机构和规模较大机构。对于不同类型的机构,文件分别给出了不同的指引。 “这也说明监管层在互联网风险专项整治中深入摸排了P2P网贷平台的实际情况,而且分类之多也反映出目前P2P网贷平台实际运营情况依然错综复杂。”她补充道。 对于行业备案一再延期、深陷整改的P2P平台来说,这份文件不啻形成了一份新的生死指引。 能退尽退,应关尽关 “175号文”在“在营高风险机构管控指引”中表示,要严格管控存量规模和投资人数,执行“双降”要求;而将金额逾期率超过10%的未出险机构划分为“高风险”机构。","text":"$拍拍贷(PPDF)$互联网金融风险专项整治工作领导小组办公室、P2P网贷风险专项整治工作领导小组办公室近日发布了《关于做好网贷机构分类处置和风险防范工作的意见》(简称《175号文》), 文件对下一阶段网贷机构的分类、分类处置指引、总体工作要求等做出新的规定,并对网贷风险防范工作提出具体要求。 与之前按照股东背景、资产类型、待收余额等作为网贷机构划分标准不同,175号文将网贷平台按照已出险和未出险机构两大类。已出险机构又分为已立案和未立案机构;未出险机构分为僵尸类机构、规模较小机构和规模较大机构。对于不同类型的机构,文件分别给出了不同的指引。 “这也说明监管层在互联网风险专项整治中深入摸排了P2P网贷平台的实际情况,而且分类之多也反映出目前P2P网贷平台实际运营情况依然错综复杂。”她补充道。 对于行业备案一再延期、深陷整改的P2P平台来说,这份文件不啻形成了一份新的生死指引。 能退尽退,应关尽关 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