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全球甩锅王特斯拉
2020年年末参与逼空华尔街 被吊打 教训不可谓不深刻
IP属地:湖南
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全球甩锅王特斯拉
2022-10-15
$哔哩哔哩(BILI)$
全球甩锅王特斯拉
2022-02-04
好样的 这次骗美国人
贾跃亭美国骗局细节曝光,9成以上订单系伪造
全球甩锅王特斯拉
2021-12-06
蒋凡还在
【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”
全球甩锅王特斯拉
2021-10-25
本傻子就是其中一个
华尔街骗过全世界:所谓散户战胜机构,原来是假的!
全球甩锅王特斯拉
2021-06-01
$老虎证券(TIGR)$
冲啊冲。冲的上杨六郎
全球甩锅王特斯拉
2021-05-10
$老虎证券(TIGR)$
**是在逗我吗
全球甩锅王特斯拉
2021-05-06
$老虎证券(TIGR)$
这他妈是在逗我吗
全球甩锅王特斯拉
2021-04-29
靠 特斯拉还在甩锅 实在让我太失望了
全球甩锅王特斯拉
2021-04-27
$维视图像(MVIS)$
可惜持仓太少了
全球甩锅王特斯拉
2021-04-14
腾讯垄断即时通讯 游戏 是有目共睹的 微信不让其他公司发链接 怎么都不见罚款
阿里百亿罚款,靴子落地了吗?
全球甩锅王特斯拉
2021-02-11
$维视图像(MVIS)$
一个月之内第二个翻倍 壮哉我大美帝。 最好的春节礼物之一
全球甩锅王特斯拉
2021-02-11
$维视图像(MVIS)$
哇喔
全球甩锅王特斯拉
2021-02-11
祝所有虎友新年好,持股赚不停。
全球甩锅王特斯拉
2021-02-06
$维视图像(MVIS)$
good boy
全球甩锅王特斯拉
2021-02-05
$AMC院线(AMC)$
减仓了一半到
$维视图像(MVIS)$
。 有兴趣的一起来
全球甩锅王特斯拉
2021-02-04
$AMC院线(AMC)$
还在
全球甩锅王特斯拉
2021-02-04
反托拉斯法这么好 照抄都不愿意干
抱歉,原内容已删除
全球甩锅王特斯拉
2021-02-04
要么就是骗韭菜进来 要么就是一败涂地没有再反抗的意义 买几股放着 不割肉就不是韭菜
Robinhood调高AMC和GME股票购买上限
全球甩锅王特斯拉
2021-02-04
要么就是放韭菜进来 要么就是已经彻底凉了 不再需要反抗了 买几股放着不卖 就不算韭菜
抱歉,原内容已删除
全球甩锅王特斯拉
2021-02-04
$AMC院线(AMC)$
$游戏驿站(GME)$
伙伴们 击个掌 这是我们应得的 感谢昨天洗掉了进来碰瓷的 现在都是真正的wsber 有钱的在买一点 没钱的只要坚持拿住 我们有全球不甘平凡的散户作为援军[举爪] [举爪] [举爪]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","text":"$哔哩哔哩(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666407045","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":633600060,"gmtCreate":1643972585761,"gmtModify":1643972585761,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"好样的 这次骗美国人","listText":"好样的 这次骗美国人","text":"好样的 这次骗美国人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633600060","repostId":"1151672534","repostType":2,"repost":{"id":"1151672534","pubTimestamp":1643961900,"share":"https://www.laohu8.com/m/news/1151672534?lang=&edition=full","pubTime":"2022-02-04 16:05","market":"us","language":"zh","title":"贾跃亭美国骗局细节曝光,9成以上订单系伪造","url":"https://stock-news.laohu8.com/highlight/detail?id=1151672534","media":"智能车参考","summary":"FF公司董事会发起的调查,不但披露了骗局细节,还直接开掉了几名高管。","content":"<html><head></head><body><p>文/贾浩楠</p><p>最新调查结果出炉,FF在美国骗局最终被揭穿。</p><p>由做空报告而起,FF公司董事会发起的调查,不但披露了骗局细节,还直接开掉了几名高管。</p><p>贾跃亭本人,也遭到降薪。</p><p>去年7月法拉第未来上市,贾跃亭表示回国“那是必须的”。</p><p>不过现在贾跃亭不但回不了国,甚至美国可能都待不下去了。</p><p><b>FF在美国骗了谁?</b></p><p>和在中国一样,骗投资人。</p><p>总的来说,FF通过手段营造出公司正常运转、交付在即的表象,让投资者相信FF是正经在造车。</p><p>目前FF官方披露的调查结果显示,之前向美国证券监管部门提交的IPO申请中有不实之处。</p><p>比如声称第一款量产车已经收到超过14000份订单,但实际上只有区区几百份是真正交过订金的有效订单。</p><p><img src=\"https://static.tigerbbs.com/d13b44ebcd8ef94f1e6fda78427701c7\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>其余的13000多订单无效,官方也没交代到底从何而来。</p><p>你说是用户下了单不给钱,骗了贾老板?我不信。</p><p>贾跃亭将FF带到美国后,除了将之前的债主转变成FF股东,把大家越绑越牢,自己还从FF一把手位置上退下来,只担任“首席产品官”,退到幕后。</p><p>但媒体和调查机构都倾向认为贾跃亭仍然是FF的实际控制人。</p><p>而在最新调查报告中,也较为隐晦的证实了这一点。</p><p>调查承认,之前公司上下都“低估了贾跃亭对业务的参与程度”…</p><p>因为贾跃亭在SPAC上市后,通过在空壳公司的职务直接参与FF的管理。</p><p>贾跃亭应该参与多少?实际参与了多少?报告都没明说。</p><p>但这不寻常的措辞背后,反映出的是贾跃亭在美国的信用崩塌。</p><p>FF上市时美奇金投资的做空报告矛头直指贾跃亭,认为FF就是他为了弥补个人债务亏空做的局。</p><p><img src=\"https://static.tigerbbs.com/9a8a87cf8224c834d940f3c5087fda87\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>几个月后,FF官方承认贾跃亭“过度参与”,耐人寻味。</p><p>调查结果,是FF董事长Brian Krolicki负主要责任,卸任董事长,仅保留董事会成员。</p><p>同时副总裁兼总法律顾问 Jarret Johnson也离职,另一位副总裁Wang jia wei被停职停薪。</p><p>根据外媒报道,Wang jia wei是贾跃亭外甥,贾跃亭曾将自己的FF股权全转到外甥名下,并任命他为CFO,避免FF因自己的债务风险被查,同时能通过“自己人”实际控制FF。</p><p>至于贾跃亭自己,则在这次调查后降薪25%,向新被任命为董事长的Susan Swenson(董事会独董)汇报。</p><p><b>调查缘何而起?</b></p><p>究竟是什么样的报告,让FF董事会开始调查并限制贾跃亭的职权?</p><p>FF在官方文件中所说的不准确披露的指控,指的就是做空机构J Capital Research(中文译为美奇金投资)在今年10月份出具的一份做空报告。</p><p>在这份长达28页的报告中,美奇金投资根据公开资料,细数FF多条罪状。</p><p><img src=\"https://static.tigerbbs.com/980aa851a7be00bd2177d4798db45626\" tg-width=\"550\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/></p><p>归结起来有三点:</p><p>第一,没有量产车的能力。</p><p>第二,财务状况堪忧,融资补空没有尽头。</p><p>第三,老贾这人靠不住。</p><p>首先,FF91的交付时间已跳票数年,此前承诺在中国和美国五个地点建立6所工厂,但是至今这份计划并没有落实。</p><p>而且FF承诺在7个月内重新启动并开始生产的美国汉福德工厂也没有什么实质性的进展。</p><p>财务上,上市融了10亿,却仍然是杯水车薪。美奇金投资在报告中表示,如果FF来想要实现2024年的财务目标,还需要筹集14亿美元才可能实现。</p><p>以FF的业务进展和老贾的信誉,融钱可能会越来越难。</p><p>FF最新股价报收4.22美元,大跌7.46%,总市值仅剩13.69亿美元,较上市之初的约45亿美元市值已蒸发了近70%,超31亿美元(约合人民币约200亿元)。</p><p><img src=\"https://static.tigerbbs.com/a40a946179e35acf47f7780936f8c32b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>去年11月,FF还因为未按时提交财报收到了退市警告,限期6个月补齐。</p><p>宽限期已经过去一半,FF这边还是没有动静。</p><p>第三点,就是前面说到的,美奇金投资认为,贾跃亭把FF搬到美国,根本不是想东山再起,而是接着忽悠美国投资人的钱,填自己的财务黑洞。</p><p><b>老贾下一步?</b></p><p>这次FF的自查其实并不能说明任何问题。</p><p>FF在公告中表示,已经开始采取补救措施,包括聘请第三方财务审计机构、加强公司信息披露工作、给高管做合规培训等等。</p><p>但稍加深入就能发现,FF自己内部的清查,点了一些问题,但也仅仅是点到为止,补救措施也是不疼不痒。</p><p><img src=\"https://static.tigerbbs.com/d83c1f77ec3a4eb1e8b3ac9ed5ed5440\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>看似清除了贾跃亭通过外甥掌控公司的渠道,但贾跃亭本人仍然没受任何影响。</p><p>对于FF问题的核心量产与交付,只字未提。</p><p>所以这次调查到底是董事会真的决定痛改前非,还是贾老板联合各方演的一出愿打愿挨的苦肉计?</p><p><img src=\"https://static.tigerbbs.com/070fde71129287fab4a17810f51a979f\" tg-width=\"550\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>现在还说不好。</p><p>希望若干年后美国投资者不会听到一句“去开会,下周回国”。</p><p>— 完 —</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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贾跃亭美国骗局细节曝光,9成以上订单系伪造\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 16:05 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2022-02-04/doc-ikyamrmz9025329.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/贾浩楠最新调查结果出炉,FF在美国骗局最终被揭穿。由做空报告而起,FF公司董事会发起的调查,不但披露了骗局细节,还直接开掉了几名高管。贾跃亭本人,也遭到降薪。去年7月法拉第未来上市,贾跃亭表示回国“那是必须的”。不过现在贾跃亭不但回不了国,甚至美国可能都待不下去了。FF在美国骗了谁?和在中国一样,骗投资人。总的来说,FF通过手段营造出公司正常运转、交付在即的表象,让投资者相信FF是正经在造车。...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-02-04/doc-ikyamrmz9025329.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e16619a979abf7b5f48590b7af1d14e6","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-02-04/doc-ikyamrmz9025329.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151672534","content_text":"文/贾浩楠最新调查结果出炉,FF在美国骗局最终被揭穿。由做空报告而起,FF公司董事会发起的调查,不但披露了骗局细节,还直接开掉了几名高管。贾跃亭本人,也遭到降薪。去年7月法拉第未来上市,贾跃亭表示回国“那是必须的”。不过现在贾跃亭不但回不了国,甚至美国可能都待不下去了。FF在美国骗了谁?和在中国一样,骗投资人。总的来说,FF通过手段营造出公司正常运转、交付在即的表象,让投资者相信FF是正经在造车。目前FF官方披露的调查结果显示,之前向美国证券监管部门提交的IPO申请中有不实之处。比如声称第一款量产车已经收到超过14000份订单,但实际上只有区区几百份是真正交过订金的有效订单。其余的13000多订单无效,官方也没交代到底从何而来。你说是用户下了单不给钱,骗了贾老板?我不信。贾跃亭将FF带到美国后,除了将之前的债主转变成FF股东,把大家越绑越牢,自己还从FF一把手位置上退下来,只担任“首席产品官”,退到幕后。但媒体和调查机构都倾向认为贾跃亭仍然是FF的实际控制人。而在最新调查报告中,也较为隐晦的证实了这一点。调查承认,之前公司上下都“低估了贾跃亭对业务的参与程度”…因为贾跃亭在SPAC上市后,通过在空壳公司的职务直接参与FF的管理。贾跃亭应该参与多少?实际参与了多少?报告都没明说。但这不寻常的措辞背后,反映出的是贾跃亭在美国的信用崩塌。FF上市时美奇金投资的做空报告矛头直指贾跃亭,认为FF就是他为了弥补个人债务亏空做的局。几个月后,FF官方承认贾跃亭“过度参与”,耐人寻味。调查结果,是FF董事长Brian Krolicki负主要责任,卸任董事长,仅保留董事会成员。同时副总裁兼总法律顾问 Jarret Johnson也离职,另一位副总裁Wang jia wei被停职停薪。根据外媒报道,Wang jia wei是贾跃亭外甥,贾跃亭曾将自己的FF股权全转到外甥名下,并任命他为CFO,避免FF因自己的债务风险被查,同时能通过“自己人”实际控制FF。至于贾跃亭自己,则在这次调查后降薪25%,向新被任命为董事长的Susan Swenson(董事会独董)汇报。调查缘何而起?究竟是什么样的报告,让FF董事会开始调查并限制贾跃亭的职权?FF在官方文件中所说的不准确披露的指控,指的就是做空机构J Capital Research(中文译为美奇金投资)在今年10月份出具的一份做空报告。在这份长达28页的报告中,美奇金投资根据公开资料,细数FF多条罪状。归结起来有三点:第一,没有量产车的能力。第二,财务状况堪忧,融资补空没有尽头。第三,老贾这人靠不住。首先,FF91的交付时间已跳票数年,此前承诺在中国和美国五个地点建立6所工厂,但是至今这份计划并没有落实。而且FF承诺在7个月内重新启动并开始生产的美国汉福德工厂也没有什么实质性的进展。财务上,上市融了10亿,却仍然是杯水车薪。美奇金投资在报告中表示,如果FF来想要实现2024年的财务目标,还需要筹集14亿美元才可能实现。以FF的业务进展和老贾的信誉,融钱可能会越来越难。FF最新股价报收4.22美元,大跌7.46%,总市值仅剩13.69亿美元,较上市之初的约45亿美元市值已蒸发了近70%,超31亿美元(约合人民币约200亿元)。去年11月,FF还因为未按时提交财报收到了退市警告,限期6个月补齐。宽限期已经过去一半,FF这边还是没有动静。第三点,就是前面说到的,美奇金投资认为,贾跃亭把FF搬到美国,根本不是想东山再起,而是接着忽悠美国投资人的钱,填自己的财务黑洞。老贾下一步?这次FF的自查其实并不能说明任何问题。FF在公告中表示,已经开始采取补救措施,包括聘请第三方财务审计机构、加强公司信息披露工作、给高管做合规培训等等。但稍加深入就能发现,FF自己内部的清查,点了一些问题,但也仅仅是点到为止,补救措施也是不疼不痒。看似清除了贾跃亭通过外甥掌控公司的渠道,但贾跃亭本人仍然没受任何影响。对于FF问题的核心量产与交付,只字未提。所以这次调查到底是董事会真的决定痛改前非,还是贾老板联合各方演的一出愿打愿挨的苦肉计?现在还说不好。希望若干年后美国投资者不会听到一句“去开会,下周回国”。— 完 —","news_type":1},"isVote":1,"tweetType":1,"viewCount":2219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608422742,"gmtCreate":1638781824194,"gmtModify":1638781824194,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"蒋凡还在","listText":"蒋凡还在","text":"蒋凡还在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608422742","repostId":"1184941359","repostType":2,"repost":{"id":"1184941359","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":1638781689,"share":"https://www.laohu8.com/m/news/1184941359?lang=&edition=full","pubTime":"2021-12-06 17:08","market":"us","language":"zh","title":"【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”","url":"https://stock-news.laohu8.com/highlight/detail?id=1184941359","media":"老虎资讯综合","summary":"12月6日讯,阿里巴巴盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。\n\n戴珊作为集团总裁,将代表阿里","content":"<p>12月6日讯,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。</p>\n<p><img src=\"https://static.tigerbbs.com/383325656314df42cdf00f9942d57bd9\" tg-width=\"890\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p>\n<p>戴珊作为集团总裁,将代表阿里巴巴集团分管大淘宝(包括淘宝、天猫、阿里妈妈),B2C零售事业群,淘菜菜,淘特和1688等业务,共同形成“中国数字商业板块”。</p>\n<p>蒋凡作为集团总裁,将代表阿里巴巴集团分管全球速卖通和国际贸易(ICBU) 两个海外业务,以及 Lazada 等面向海外市场的多家子公司,共同形成“海外数字商业板块”。</p>\n<p>在内部信中,张勇表示,进行多元化治理体系升级,是为了在各个业务领域用更清晰的战略蓝图、更敏捷的组织面向未来,真正创造长期价值。内需、全球化和云计算是阿里巴巴的三大战略,而张勇自 2015 年担任 CEO 以来,始终倡导以敏捷组织理念,指导内部生产关系调整,以适应阿里巴巴多特质业务向前发展的需要。此次有针对性的组织架构调整,释放出阿里进一步发力内需和海外业务的信号。</p>\n<p></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>【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”</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【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”\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\">2021-12-06 17:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月6日讯,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。</p>\n<p><img src=\"https://static.tigerbbs.com/383325656314df42cdf00f9942d57bd9\" tg-width=\"890\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p>\n<p>戴珊作为集团总裁,将代表阿里巴巴集团分管大淘宝(包括淘宝、天猫、阿里妈妈),B2C零售事业群,淘菜菜,淘特和1688等业务,共同形成“中国数字商业板块”。</p>\n<p>蒋凡作为集团总裁,将代表阿里巴巴集团分管全球速卖通和国际贸易(ICBU) 两个海外业务,以及 Lazada 等面向海外市场的多家子公司,共同形成“海外数字商业板块”。</p>\n<p>在内部信中,张勇表示,进行多元化治理体系升级,是为了在各个业务领域用更清晰的战略蓝图、更敏捷的组织面向未来,真正创造长期价值。内需、全球化和云计算是阿里巴巴的三大战略,而张勇自 2015 年担任 CEO 以来,始终倡导以敏捷组织理念,指导内部生产关系调整,以适应阿里巴巴多特质业务向前发展的需要。此次有针对性的组织架构调整,释放出阿里进一步发力内需和海外业务的信号。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BK4526":"热门中概股","BK4565":"NFT概念","BK4548":"巴美列捷福持仓","BK1588":"回港中概股","BABA":"阿里巴巴","BK1586":"云计算","BK4527":"明星科技股","BK4504":"桥水持仓","BK4505":"高瓴资本持仓","BK4503":"景林资产持仓","BK4558":"双十一","BK1575":"同股不同权","BK4531":"中概回港概念","BK1608":"元宇宙概念","BK4535":"淡马锡持仓","BK1591":"就地过年概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4524":"宅经济概念","09988":"阿里巴巴-W","BK4538":"云计算"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184941359","content_text":"12月6日讯,阿里巴巴盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。\n\n戴珊作为集团总裁,将代表阿里巴巴集团分管大淘宝(包括淘宝、天猫、阿里妈妈),B2C零售事业群,淘菜菜,淘特和1688等业务,共同形成“中国数字商业板块”。\n蒋凡作为集团总裁,将代表阿里巴巴集团分管全球速卖通和国际贸易(ICBU) 两个海外业务,以及 Lazada 等面向海外市场的多家子公司,共同形成“海外数字商业板块”。\n在内部信中,张勇表示,进行多元化治理体系升级,是为了在各个业务领域用更清晰的战略蓝图、更敏捷的组织面向未来,真正创造长期价值。内需、全球化和云计算是阿里巴巴的三大战略,而张勇自 2015 年担任 CEO 以来,始终倡导以敏捷组织理念,指导内部生产关系调整,以适应阿里巴巴多特质业务向前发展的需要。此次有针对性的组织架构调整,释放出阿里进一步发力内需和海外业务的信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856671824,"gmtCreate":1635177010220,"gmtModify":1635208976202,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"本傻子就是其中一个","listText":"本傻子就是其中一个","text":"本傻子就是其中一个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856671824","repostId":"1134453672","repostType":4,"repost":{"id":"1134453672","pubTimestamp":1635133630,"share":"https://www.laohu8.com/m/news/1134453672?lang=&edition=full","pubTime":"2021-10-25 11:47","market":"us","language":"zh","title":"华尔街骗过全世界:所谓散户战胜机构,原来是假的!","url":"https://stock-news.laohu8.com/highlight/detail?id=1134453672","media":"格隆汇","summary":"所谓的散户复仇,不过是换个花样被割。幕后的赢家,其实另有其人。","content":"<p>“布衣之怒,流血五步,天下缟素。”</p>\n<p>每回打开交易软件,我总忍不住想起这句颇具气势的理想主义宣言,和9个月前那场荡气回肠的大战。</p>\n<p>散户与华尔街同台竞技多少年来,从未有人想过两者能公平较量。更别提有朝一日,区区小散居然真能披着一身剐,嘴里喊着“YOLO”,把皇帝拉下马来。</p>\n<p>在那惊心动魄的两周间,全世界的韭菜们同仇敌忾,简直有些“英特纳雄耐尔,就一定会实现”的意味。</p>\n<p><img src=\"https://static.tigerbbs.com/e2da63db57f61964a8cdb564d37fc68e\" tg-width=\"830\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p>\n<p>这个童话故事一般美好的当代传奇曾令无数人心潮澎湃,<b>直到它被一份文件彻底击碎。</b></p>\n<p>10月18日,美国证券交易委员会发布题为《关于2021年初股票和期权市场结构状况的员工报告》,还原了年初那场“散户大战空头”背后的真相。</p>\n<p>原来,所谓的散户复仇,不过是换个花样被割。</p>\n<p><b>1、</b><b><b>百姓 豪绅</b></b></p>\n<p>把这份文件揭露的事实用一句话总结,就是“得先让豪绅出钱,带着百姓捐钱。豪绅捐了,百姓才跟着捐”。只不过这次钱到手后,“不管豪绅的钱还是百姓的钱,咱们都三七分账。”</p>\n<p>怎么想这个所谓的“真相”,都与人们记忆中的认知大相径庭。散户大战过去9个月了,现在SEC企图用一份长达44页的报告为其翻案,如何能令大家信服?</p>\n<p>复盘一下这件事的来龙去脉,<b>还要从今年1月的一条推特开始说起。</b></p>\n<p>1月22日,华尔街知名空头机构香橼发推称,“我有5种法子证明,GME只值20美元”。这条傲慢的推特像一条导火索,迅速引燃了散户心中积压已久的怨气。</p>\n<p><img src=\"https://static.tigerbbs.com/6df2ad7a524344e29fc22dbe11252c56\" tg-width=\"831\" tg-height=\"206\" referrerpolicy=\"no-referrer\"></p>\n<p>这里得先介绍一下GME,该股全称GameStop,背后是美国一家老牌游戏零售巨头。一听就知道,这是个夕阳产业。</p>\n<p>如今玩家大多在网上买实体游戏,要么玩数字版,再加上去年疫情对线下服务业的打击,GameStop的重资产经营几乎难以为继,连年亏损下,一度濒临破产。</p>\n<p><b>基本面如此,GME的股价却在跌到3美元之后一路奋起直追。</b>到1月21日涨到45美元的历史新高,比那些能赚钱的年份还猛,这才有了香橼那条推特。</p>\n<p>GME之所以大涨特涨与经营无关,主要是机缘巧合之下,它成了WSB论坛一只闪耀的明星股。</p>\n<p>WSB全称WallStreetBets,意为“华尔街赌场”,是Reddit网站下的一个分支。顾名思义,这里聚集着一群赌性极强的股民,他们一般年纪不大,动不动就梭哈,妄想一步登天。</p>\n<p>GME在这里人气火爆,除了作为老一辈玩家童年回忆的情感因素。最重要的是,它是那些被华尔街肆无忌惮做空的股票中最具代表性的一只。据SEC披露,沽空比例高达123%。这意味着,<b>GME的空头头寸之多,甚至是流通股票的1.2倍。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c8e7639871a7081a4d2adf9b59af4dba\" tg-width=\"830\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>理论上,做空的风险是上不封顶的。一旦股票被多头一路上推,空头就必须以高价买回股票,在不断亏损中止血出局,这就是逼空。买回股票时势必推升股价,空头之间因此相互踩踏,形成所谓的轧空。</p>\n<p>空头最大的恐惧就这样以最剧烈的方式上演了。</p>\n<p>1月22日,被香橼激怒的散户们冲进GME,大买该股或加杠杆买入看涨期权GME当天大涨50%,最高涨至77美元。空头们至此的损失将近50亿美元。这还只是个开始。</p>\n<p>一根大阳线,千军万马来相见。在之后的一周内,GME最高涨至483美元,5天之内股价翻了10倍。散户们在逼空大战中赚到手软,空头则不得不忍痛买进翻了倍的股票,要么继续耗,要么平仓止血。<b>或者更惨,耗到无钱可用时爆仓。</b></p>\n<p>虽然GME在涨至顶峰后接连暴跌,但时至今日股价仍高达180美元。在这场狂潮中,有散户晒出超过4420%的收益;空头们一天亏超140亿美元后,香橼宣布转行,梅尔文资本等一票对冲基金爆仓。</p>\n<p>这么来看,散户们着实大获全胜。然而,SEC的报告中却给出了截然不同的结论:空头虽然巨亏,<b>散户们也只是被利用当了棋子。</b></p>\n<p>幕后的赢家,其实另有其人。</p>\n<p><b>2、</b><b><b>侠盗 买办</b></b></p>\n<p>一场血腥的较量过后,双方偃旗息鼓,发现其实打了个两败俱伤。<b>就算有赢家,也充其量是惨胜。</b></p>\n<p>34岁的波士顿金融分析师Keith Patrick Gill是WSB论坛的领头羊之一,早在2019年6月就买入GME。到今年1月27日,5万美元变成2010万美元;但当天买进的其他散户就没这么幸运了,他们将在半个月内目睹从500块到38块的飞流直下。</p>\n<p><img src=\"https://static.tigerbbs.com/56098bc90591f83a05652acf9d97c51b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>今年前5个月,华尔街空头光在GME、AMC两只股票上的亏损就达到92.5亿美元;前基金经理Ryan Cohen却在GME身上大赚29亿美元。</p>\n<p>“天下风云出我辈,一入江湖岁月催。”无论吃牛排喝红酒还是吃薯条喝可乐,精英与散户都得在这场游戏中愿赌服输,不可谓不公平。但SEC偏要告诉世人:</p>\n<p><b>有那么一股势力在幕后搅弄风云,散户和空头都着了他们的道。</b></p>\n<p>10月19日,SEC主席加里·根斯勒现身美国电视台。声称“散户下单的股票其实并非流向透明的交易所,而是流向了‘黑池’。”按他的说法,当初散户的资金在变成账户上的股票前,先在“黑池市场”中走了一圈。</p>\n<p><b>散户们被当枪使的阴谋,就是在这个所谓的“黑池”中酝酿而生。</b></p>\n<p>在讨论“黑池”之前,有必要先了解一下北美近两年崛起的网红券商——Robinhood。它在2013年由两名华尔街出身的80后创立,去年在疫情下的大范围居家隔离中被捧到风口浪尖。</p>\n<p>Robinhood是用互联网思维做券商的代表,它找准了自身年轻化的定位,靠零佣金、零门槛和傻瓜式的交易界面,在去年大放水导致全球年轻散户入市达到巅峰时迅速膨胀起来。单在今年1月份的散户大战中,Robinhood就获得了300万次下载。</p>\n<p><img src=\"https://static.tigerbbs.com/f5ef774444d65f36730ba2f176f264d8\" tg-width=\"830\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p>\n<p>今年7月,Robinhood挂牌纳斯达克。</p>\n<p>不过,罗宾汉虽是英国传说中有名的侠盗,Robinhood也打着“散户大本营”的旗号。<b>这家券商,本质上维护的还是华尔街的利益。</b></p>\n<p>比如在散户大战进行到最为激烈的时段,Robinhood突然宣布对GME和AMC等股票限制交易,不允许买入,只允许卖出。“拉闸断电”,不可谓不狠。</p>\n<p>即便恢复交易后,也只允许交易者购买1股GME,之后逐步提高到4股、20股和100股。钝刀磨肉,生生把这场散户狂潮磨到烟消云散。</p>\n<p>为此,散户坚定的支持者马斯克曾在Clubhouse上质问过Robinhood创始人特涅夫,是否受到了Citadel的推动从而实施交易限制,被特涅夫断然否认。</p>\n<p>Citadel是SEC报告中另一个主角。它是美国最大的期权做市商,曾在梅尔文爆仓前夕慷慨解囊借出30亿。不过Citadel还有一个身份,<b>它是Robinhood最大的营收来源之一。</b></p>\n<p>加里·根斯勒口中的“黑池”,也是Citadel在其中为非作歹。</p>\n<p><img src=\"https://static.tigerbbs.com/1267523bee0f38c9d2e4f0d04570d1ef\" tg-width=\"830\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Citadel的首席执行官格里芬</p>\n<p>“黑池”是个不为人知的另类交易系统,在这里操纵一切的是Citadel、Virtu Americas等做市商,栖身于Robinhood等新兴互联网券商,从而绕过SEC的批准和监管。</p>\n<p>黑池的交易规则很简单,散户在Robinhood发出订单后并没有被立刻执行,而是流向了黑池里的Citadel等做市商,它们再将订单集中起来与Robinhood批发交易。</p>\n<p><b>这个过程在几毫秒内就能完成,却能为它们带来巨大的收益。</b>今年1月的短短19个交易日内,光GME一只股票,在黑池中的交易量就超过1100亿美元。</p>\n<p><b>3、</b><b><b>毫秒 万亿</b></b></p>\n<p>关于几毫米能做什么,国内知名私募幻方很有发言权。</p>\n<p>今年1月,幻方第二代超级计算机“萤火二号”交付使用。去年10月,幻方在介绍“萤火一号”时声称其算力相当于4万台个人电脑。而萤火二号的算力,是一号的18倍。</p>\n<p>美国的格林威治小镇也曾云集超过300家对冲基金,管理数千亿美元资产,仅次于纽约和伦敦。这个只有174平方公里的弹丸之地之所以高朋满座,离不开一箭之遥的那些海底光缆。</p>\n<p><img src=\"https://static.tigerbbs.com/98c171a379aaebae55e1da93c42065f5\" tg-width=\"830\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>对冲基金之都——格林威治</p>\n<p>三师兄“一秒钟几十万上下”的豪言,已成历史尘埃。无论光缆还是超算,用最现金的科技减少延迟,<b>在毫秒之间创造万亿利润,这是量化投资用AI对人脑的降维打击。</b></p>\n<p>北美的量化投资已经有几十年的发展,而国内起步不过10年。比如幻方,2016年初才成立,最新规模已超600亿元。今年1月的备案产品就有59只,连续数月蝉联“私募备案王”。</p>\n<p>相同之处在于,今年量化交易以不同的形式在中美两地露足了脸。</p>\n<p>北美史诗一般的散户大战华尔街,直到这周才露出了量化交易的马脚。根据SEC的说法,所谓的轧空实际上不是GME等股票暴涨的理由。</p>\n<p><b>支撑WSB概念股一柱擎天的,单纯是全球散户们高昂的乐观情绪。</b></p>\n<p>但很简单就会发现,这种情绪是如何爆发的。是否有人利用了华尔街与散户长久以来积压的矛盾,是否有人利用论坛这种松散的组织形式暗中引导舆论,这都十分可疑。</p>\n<p>不要忘记在Robinhood拉闸之时,孙宇晨是如何浑水摸鱼,把20万WSB用户拉到群里收割,从而在几分钟内疯狂出货70亿枚TRX,狂赚几千万美金的。</p>\n<p>不管如何操作,<b>做市商联合互联网券商渔翁得利的真相确实是暴露了。</b></p>\n<p>针对此事,今年4月新官上任SEC主席的加里·根斯勒虽然是银行家出身,但更倾向于通过铁腕监管减少华尔街的出格之举,此举与中国证监会的做法有些相似。</p>\n<p>上个月,在A股连续49个交易日成交额超过万亿元的记录被大家大肆谈论的同时,国内量化类私募基金总管理规模正式突破1万亿的传闻也引起了部分股民的注意。</p>\n<p><img src=\"https://static.tigerbbs.com/cf446e98e6b90b5de5b1501c78238c44\" tg-width=\"981\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p>\n<p>有声音认为,<b>所谓的万亿成交额高实则是高换手的量化私募撑起的“虚胖”。</b>无论真假,这都应该引起注意。</p>\n<p>2015年A股疯牛后大跌,监管层明确将量化投资列为市场波动之因。一个月内A股市值蒸发30%,被查明是海外对冲基金的恶意做空后,监管层直接限制了34家境外账户。</p>\n<p>其中最著名的一家对冲基金,就是Citadel。</p>\n<p><b>4、结语</b></p>\n<p>关于散户与机构的博弈,加里·根斯勒有一句名言:</p>\n<blockquote>\n 我对投资者保护并不持中立态度。如果有人想投机,那是他们的选择,但我们作为一个国家,有责任保护这些投资者免受欺诈。\n</blockquote>\n<p>事实证明,脱离基本面,散户无论从资金、人脉、工具甚至法律上都无法与机构抗衡,因此难逃被收割的宿命。</p>\n<p>但这并不代表散户大战华尔街是一次无意义的抗争,它至少证明了,团结起来的人民能爆发出多大的能量,这足以让任何一个政府引起重视。</p>\n<p>而监管的责任,无非是利用种种方式达成投资者梦寐以求的“公平”二字。资本的天性是追逐利润,为此不惜一切代价。</p>\n<p>Citadel割完中国割美国,还不够疯狂吗?</p>","source":"gelonghui_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>华尔街骗过全世界:所谓散户战胜机构,原来是假的!</title>\n<style 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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华尔街骗过全世界:所谓散户战胜机构,原来是假的!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 11:47 北京时间 <a href=https://www.gelonghui.com/p/492351><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“布衣之怒,流血五步,天下缟素。”\n每回打开交易软件,我总忍不住想起这句颇具气势的理想主义宣言,和9个月前那场荡气回肠的大战。\n散户与华尔街同台竞技多少年来,从未有人想过两者能公平较量。更别提有朝一日,区区小散居然真能披着一身剐,嘴里喊着“YOLO”,把皇帝拉下马来。\n在那惊心动魄的两周间,全世界的韭菜们同仇敌忾,简直有些“英特纳雄耐尔,就一定会实现”的意味。\n\n这个童话故事一般美好的当代传奇曾令...</p>\n\n<a href=\"https://www.gelonghui.com/p/492351\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cac2eef0a6a80f86034dd1813b0330fb","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.gelonghui.com/p/492351","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1134453672","content_text":"“布衣之怒,流血五步,天下缟素。”\n每回打开交易软件,我总忍不住想起这句颇具气势的理想主义宣言,和9个月前那场荡气回肠的大战。\n散户与华尔街同台竞技多少年来,从未有人想过两者能公平较量。更别提有朝一日,区区小散居然真能披着一身剐,嘴里喊着“YOLO”,把皇帝拉下马来。\n在那惊心动魄的两周间,全世界的韭菜们同仇敌忾,简直有些“英特纳雄耐尔,就一定会实现”的意味。\n\n这个童话故事一般美好的当代传奇曾令无数人心潮澎湃,直到它被一份文件彻底击碎。\n10月18日,美国证券交易委员会发布题为《关于2021年初股票和期权市场结构状况的员工报告》,还原了年初那场“散户大战空头”背后的真相。\n原来,所谓的散户复仇,不过是换个花样被割。\n1、百姓 豪绅\n把这份文件揭露的事实用一句话总结,就是“得先让豪绅出钱,带着百姓捐钱。豪绅捐了,百姓才跟着捐”。只不过这次钱到手后,“不管豪绅的钱还是百姓的钱,咱们都三七分账。”\n怎么想这个所谓的“真相”,都与人们记忆中的认知大相径庭。散户大战过去9个月了,现在SEC企图用一份长达44页的报告为其翻案,如何能令大家信服?\n复盘一下这件事的来龙去脉,还要从今年1月的一条推特开始说起。\n1月22日,华尔街知名空头机构香橼发推称,“我有5种法子证明,GME只值20美元”。这条傲慢的推特像一条导火索,迅速引燃了散户心中积压已久的怨气。\n\n这里得先介绍一下GME,该股全称GameStop,背后是美国一家老牌游戏零售巨头。一听就知道,这是个夕阳产业。\n如今玩家大多在网上买实体游戏,要么玩数字版,再加上去年疫情对线下服务业的打击,GameStop的重资产经营几乎难以为继,连年亏损下,一度濒临破产。\n基本面如此,GME的股价却在跌到3美元之后一路奋起直追。到1月21日涨到45美元的历史新高,比那些能赚钱的年份还猛,这才有了香橼那条推特。\nGME之所以大涨特涨与经营无关,主要是机缘巧合之下,它成了WSB论坛一只闪耀的明星股。\nWSB全称WallStreetBets,意为“华尔街赌场”,是Reddit网站下的一个分支。顾名思义,这里聚集着一群赌性极强的股民,他们一般年纪不大,动不动就梭哈,妄想一步登天。\nGME在这里人气火爆,除了作为老一辈玩家童年回忆的情感因素。最重要的是,它是那些被华尔街肆无忌惮做空的股票中最具代表性的一只。据SEC披露,沽空比例高达123%。这意味着,GME的空头头寸之多,甚至是流通股票的1.2倍。\n\n理论上,做空的风险是上不封顶的。一旦股票被多头一路上推,空头就必须以高价买回股票,在不断亏损中止血出局,这就是逼空。买回股票时势必推升股价,空头之间因此相互踩踏,形成所谓的轧空。\n空头最大的恐惧就这样以最剧烈的方式上演了。\n1月22日,被香橼激怒的散户们冲进GME,大买该股或加杠杆买入看涨期权GME当天大涨50%,最高涨至77美元。空头们至此的损失将近50亿美元。这还只是个开始。\n一根大阳线,千军万马来相见。在之后的一周内,GME最高涨至483美元,5天之内股价翻了10倍。散户们在逼空大战中赚到手软,空头则不得不忍痛买进翻了倍的股票,要么继续耗,要么平仓止血。或者更惨,耗到无钱可用时爆仓。\n虽然GME在涨至顶峰后接连暴跌,但时至今日股价仍高达180美元。在这场狂潮中,有散户晒出超过4420%的收益;空头们一天亏超140亿美元后,香橼宣布转行,梅尔文资本等一票对冲基金爆仓。\n这么来看,散户们着实大获全胜。然而,SEC的报告中却给出了截然不同的结论:空头虽然巨亏,散户们也只是被利用当了棋子。\n幕后的赢家,其实另有其人。\n2、侠盗 买办\n一场血腥的较量过后,双方偃旗息鼓,发现其实打了个两败俱伤。就算有赢家,也充其量是惨胜。\n34岁的波士顿金融分析师Keith Patrick Gill是WSB论坛的领头羊之一,早在2019年6月就买入GME。到今年1月27日,5万美元变成2010万美元;但当天买进的其他散户就没这么幸运了,他们将在半个月内目睹从500块到38块的飞流直下。\n\n今年前5个月,华尔街空头光在GME、AMC两只股票上的亏损就达到92.5亿美元;前基金经理Ryan Cohen却在GME身上大赚29亿美元。\n“天下风云出我辈,一入江湖岁月催。”无论吃牛排喝红酒还是吃薯条喝可乐,精英与散户都得在这场游戏中愿赌服输,不可谓不公平。但SEC偏要告诉世人:\n有那么一股势力在幕后搅弄风云,散户和空头都着了他们的道。\n10月19日,SEC主席加里·根斯勒现身美国电视台。声称“散户下单的股票其实并非流向透明的交易所,而是流向了‘黑池’。”按他的说法,当初散户的资金在变成账户上的股票前,先在“黑池市场”中走了一圈。\n散户们被当枪使的阴谋,就是在这个所谓的“黑池”中酝酿而生。\n在讨论“黑池”之前,有必要先了解一下北美近两年崛起的网红券商——Robinhood。它在2013年由两名华尔街出身的80后创立,去年在疫情下的大范围居家隔离中被捧到风口浪尖。\nRobinhood是用互联网思维做券商的代表,它找准了自身年轻化的定位,靠零佣金、零门槛和傻瓜式的交易界面,在去年大放水导致全球年轻散户入市达到巅峰时迅速膨胀起来。单在今年1月份的散户大战中,Robinhood就获得了300万次下载。\n\n今年7月,Robinhood挂牌纳斯达克。\n不过,罗宾汉虽是英国传说中有名的侠盗,Robinhood也打着“散户大本营”的旗号。这家券商,本质上维护的还是华尔街的利益。\n比如在散户大战进行到最为激烈的时段,Robinhood突然宣布对GME和AMC等股票限制交易,不允许买入,只允许卖出。“拉闸断电”,不可谓不狠。\n即便恢复交易后,也只允许交易者购买1股GME,之后逐步提高到4股、20股和100股。钝刀磨肉,生生把这场散户狂潮磨到烟消云散。\n为此,散户坚定的支持者马斯克曾在Clubhouse上质问过Robinhood创始人特涅夫,是否受到了Citadel的推动从而实施交易限制,被特涅夫断然否认。\nCitadel是SEC报告中另一个主角。它是美国最大的期权做市商,曾在梅尔文爆仓前夕慷慨解囊借出30亿。不过Citadel还有一个身份,它是Robinhood最大的营收来源之一。\n加里·根斯勒口中的“黑池”,也是Citadel在其中为非作歹。\n\nCitadel的首席执行官格里芬\n“黑池”是个不为人知的另类交易系统,在这里操纵一切的是Citadel、Virtu Americas等做市商,栖身于Robinhood等新兴互联网券商,从而绕过SEC的批准和监管。\n黑池的交易规则很简单,散户在Robinhood发出订单后并没有被立刻执行,而是流向了黑池里的Citadel等做市商,它们再将订单集中起来与Robinhood批发交易。\n这个过程在几毫秒内就能完成,却能为它们带来巨大的收益。今年1月的短短19个交易日内,光GME一只股票,在黑池中的交易量就超过1100亿美元。\n3、毫秒 万亿\n关于几毫米能做什么,国内知名私募幻方很有发言权。\n今年1月,幻方第二代超级计算机“萤火二号”交付使用。去年10月,幻方在介绍“萤火一号”时声称其算力相当于4万台个人电脑。而萤火二号的算力,是一号的18倍。\n美国的格林威治小镇也曾云集超过300家对冲基金,管理数千亿美元资产,仅次于纽约和伦敦。这个只有174平方公里的弹丸之地之所以高朋满座,离不开一箭之遥的那些海底光缆。\n\n对冲基金之都——格林威治\n三师兄“一秒钟几十万上下”的豪言,已成历史尘埃。无论光缆还是超算,用最现金的科技减少延迟,在毫秒之间创造万亿利润,这是量化投资用AI对人脑的降维打击。\n北美的量化投资已经有几十年的发展,而国内起步不过10年。比如幻方,2016年初才成立,最新规模已超600亿元。今年1月的备案产品就有59只,连续数月蝉联“私募备案王”。\n相同之处在于,今年量化交易以不同的形式在中美两地露足了脸。\n北美史诗一般的散户大战华尔街,直到这周才露出了量化交易的马脚。根据SEC的说法,所谓的轧空实际上不是GME等股票暴涨的理由。\n支撑WSB概念股一柱擎天的,单纯是全球散户们高昂的乐观情绪。\n但很简单就会发现,这种情绪是如何爆发的。是否有人利用了华尔街与散户长久以来积压的矛盾,是否有人利用论坛这种松散的组织形式暗中引导舆论,这都十分可疑。\n不要忘记在Robinhood拉闸之时,孙宇晨是如何浑水摸鱼,把20万WSB用户拉到群里收割,从而在几分钟内疯狂出货70亿枚TRX,狂赚几千万美金的。\n不管如何操作,做市商联合互联网券商渔翁得利的真相确实是暴露了。\n针对此事,今年4月新官上任SEC主席的加里·根斯勒虽然是银行家出身,但更倾向于通过铁腕监管减少华尔街的出格之举,此举与中国证监会的做法有些相似。\n上个月,在A股连续49个交易日成交额超过万亿元的记录被大家大肆谈论的同时,国内量化类私募基金总管理规模正式突破1万亿的传闻也引起了部分股民的注意。\n\n有声音认为,所谓的万亿成交额高实则是高换手的量化私募撑起的“虚胖”。无论真假,这都应该引起注意。\n2015年A股疯牛后大跌,监管层明确将量化投资列为市场波动之因。一个月内A股市值蒸发30%,被查明是海外对冲基金的恶意做空后,监管层直接限制了34家境外账户。\n其中最著名的一家对冲基金,就是Citadel。\n4、结语\n关于散户与机构的博弈,加里·根斯勒有一句名言:\n\n 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怎么都不见罚款","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344808051","repostId":"2126032240","repostType":2,"repost":{"id":"2126032240","pubTimestamp":1618193370,"share":"https://www.laohu8.com/m/news/2126032240?lang=&edition=full","pubTime":"2021-04-12 10:09","market":"us","language":"zh","title":"阿里百亿罚款,靴子落地了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126032240","media":"格隆汇","summary":"坏,但并非致命。","content":"<h3>1</h3><h4><b>中国史上最大罚单</b></h4><p><b>国家市场监督管理总局,终于开出了新中国成立以来最大的罚单</b>——</p><p>4月10日,市场监管总局对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>实施“二选一”的垄断行为做出了行政处罚,责令阿里停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。<img src=\"https://img3.gelonghui.com/a7860-d8cba72a-a011-4995-9f3e-c804d457dfdc.png\" tg-width=\"1080\" tg-height=\"522\" referrerpolicy=\"no-referrer\">这是中国有史以来做出的最大罚款,之前对国内企业最大的反垄断罚款是2017年对18家实施价格垄断的聚氯乙烯树脂(PVC)企业处以2016年度相关市场销售额1%至2%的罚款,共计4.57亿元人民币。对国外企业罚款最多的是2015年对美国高通公司的垄断行为罚款60.88亿元人民币。</p><p><b>同时阿里的这个罚款金额,也是全球第三的大罚款金额,仅次于欧盟曾经对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>作出的共计90亿美元的罚款,和美国对FB做出的50亿美元罚款。</b><img src=\"https://img3.gelonghui.com/956e0-5f48dc54-ad85-47dc-9de9-48ec67b7787e.png\" tg-width=\"994\" tg-height=\"456\" referrerpolicy=\"no-referrer\">处罚决定出来之后,阿里迅速回应,对处罚坚决服从,并将强化依法经营。<img src=\"https://img3.gelonghui.com/5b922-1dab86f9-0125-4eaf-8e78-bd62130c9766.png\" tg-width=\"992\" tg-height=\"1316\" referrerpolicy=\"no-referrer\"></p><p>同时,阿里还发了致客户和公众的一封信,表示将出台一系列降平台经营门槛、减平台经营成本的措施。</p><p><img src=\"https://img3.gelonghui.com/e7c3d-164c38ac-d599-4ad3-af2d-90170e0c3280.png\" tg-width=\"690\" tg-height=\"2690\" referrerpolicy=\"no-referrer\"></p><p>至此,持续了约一个季度的阿里巴巴反垄断案宣告一个段落。</p><p>事件回溯:</p><p>2020年12月24日 08:30市场监管总局依法对阿里巴巴集团涉嫌垄断行为立案调查</p><p>2020年12月24日 08:52人民日报评阿里被调查</p><p>2020年12月24日 11:55阿里回应涉嫌垄断被调查</p><p>2020年12月27日 12:38调查组进驻阿里现场调查全部结束</p><p>2021年4月10日 09:39阿里巴巴集团被罚182.28亿元</p><p>2021年4月10日 09:45阿里巴巴回应被罚:坚决服从</p><p>2021年4月10日 09:46人民日报评监管部门处罚阿里巴巴</p><p>2021年4月10日 11:14阿里公开信:处罚是警醒和鞭策</p><p><b>对投资者来说,现在最关心的一个问题是,天价罚款落地后,究竟是靴子落地,抄底时机,还是这会是阿里由盛转衰的转折点?</b></p><h3>2</h3><h4><b>反垄断的威力到底几何?</b></h4><p>要搞清这个问题,先要搞清反垄断的杀伤力到底多大。</p><p><b>表面看来,反垄断的举措对阿里巴巴有许多限制。但从另一方面看,从行业来讲,涉嫌垄断等不正当竞争的不只是阿里巴巴,多家头部互联网公司面临类似监管压力,182.28亿元是开始,却不是结束。</b></p><p><b>这导致的结果是,互联网巨头的“流量围墙”将会逐步打开。</b>阿里申请微信小程序或许就是最好的说明,如此行业创新和竞争环境变得更好,大家都不用陷于过去的“流量焦虑”,只用用心做好产品和服务。</p><p>就在罚款出台前几日,4月8日,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、美团、饿了么、每日优鲜、盒马鲜生、携程、<a href=\"https://laohu8.com/S/QUNR\">去哪儿网</a>、如祺出行、滴滴出行等10家互联网平台企业代表在广州签署《平台企业维护公平竞争市场秩序承诺书》,承诺不会采用大数据杀熟手段。山雨欲来风满楼,互联网行业反垄断与反不正当竞争的决心与力度,比此前各界想象的要大。</p><p><img src=\"https://img3.gelonghui.com/827e0-65824a42-d139-49a6-9c62-8b9fcc3dea51.png\" tg-width=\"750\" tg-height=\"887\" referrerpolicy=\"no-referrer\"></p><p>这就类似于电影院看电影,如果一个人站起来了,人人都站起来了,阿里限制<a href=\"https://laohu8.com/S/00700\">腾讯</a>,腾讯也限制阿里。<b>现在法律要求人人坐下,并不全是坏事。在新的游戏规则下,会有新的发展机会。能不能得到这些发展机会,最终取决于各公司的人,这点,我觉得阿里的人是没问题的。</b></p><p>在反垄断罚款之后,大家最关心的就是电商的行业格局变化。<b>在可以多平台销售,可以多平台进行促销策略下,拥有和阿里几乎差不多可付费用户的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>是不是可以和阿里去掰掰手腕?</b></p><p><b>尽管目前看拼多多似乎对阿里形成了很大的威胁,但两者是有差异的。</b>拼多多虽然在付费用户数实现了逆袭,但是单用户付费金额这块,阿里差不多12000元还是实力碾压拼多多的3000不到。通过便宜形成的用户心智,很难让用户在拼多多上在没有补贴的情况下去花费上千元甚至上万元进行消费。</p><p>而阿里的发展,明显也是在往天猫这类高品质产品去倾斜。</p><p><img src=\"https://img3.gelonghui.com/eedf9-94b2b2b6-a65a-4800-a499-44b2a0927de2.png\" tg-width=\"712\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p><p><b>如果看电商的终局,阿里至少能守住半壁江山,但是阿里多年积累的运营效率还是领先于行业,利润份额仍将远超50%。</b>面对“流量型对手”的“高频打低频”,阿里市场份额的下滑在所难免。但只要阿里充分发挥流量外的差异化优势,单纯有流量优势的对手很难撼动阿里地位。</p><p><b>所以,个人看来,阿里的护城河依然非常稳固。</b></p><p>那我们再看一下182亿的当期具体财务影响。</p><p>这个182.8亿的罚款对阿里来说并不算特别多,阿里在2020财年(自然年2019Q2-2020Q1)的营业利润就高达930亿,预计2021财年营业收入可以达到1200多亿,也就是大概15个点左右。</p><p><img src=\"https://img3.gelonghui.com/3c8bb-e4e5977a-f555-4a12-9fba-dd9d1a4a73da.png\" tg-width=\"709\" tg-height=\"542\" referrerpolicy=\"no-referrer\"></p><p><b>但实际这是不可能的,因为一是这是一次性损失,二是这件事情股价其实已经反应了,并非突然的。</b></p><h3>3</h3><h3><b>那些天价反垄断罚款后来怎么样了?</b></h3><p>我们还可以看下国外天价反垄断后,受影响公司的股价走势。</p><p>1、Google搜索引擎垄断,欧盟反垄断罚款:2017年6月27日宣布罚27亿,股价-2.47%</p><p><img src=\"https://img3.gelonghui.com/b672b-a7439f91-4bf9-444f-8e7a-6a7409b5fcc9.png\" tg-width=\"857\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p><p>2、Google滥用市场地位,欧盟反垄断罚款:2018年7月18日宣布罚43.4亿,股价-0.01%,次日-1.14%。</p><p><img src=\"https://img3.gelonghui.com/5c69b-c91c15d4-6c47-4ff6-a934-93e298f3e4d2.png\" tg-width=\"749\" tg-height=\"706\" referrerpolicy=\"no-referrer\"></p><p>3、<a href=\"https://laohu8.com/S/FB\">Facebook</a>“剑桥分析”丑闻:2019年4月24日财报表示可能有50亿美元罚款,25日股价+5.85%;7月12日正式宣布罚50亿,股价+1.81%。</p><p><img src=\"https://img3.gelonghui.com/e763c-65f3835d-480a-42a5-a190-bda9dd82154c.png\" tg-width=\"742\" tg-height=\"711\" referrerpolicy=\"no-referrer\"></p><p>4、Facebook人脸识别纠纷:2020年1月29日宣布罚5.5亿美元,1月30日及31日分别-6.14%、3.64%;(后期大幅下跌和FB自身无关,当时美股出现了整体的下跌)</p><p><img src=\"https://img3.gelonghui.com/7aee5-3b6511c3-246f-4b85-a357-d892232cac7c.png\" tg-width=\"823\" tg-height=\"707\" referrerpolicy=\"no-referrer\"></p><p><b>从国外的几个大型反垄断案看,短期,几天的维度,可能对股价有一定的情绪影响,但后期基本都能迅速走出反垄断阴影。</b></p><p><b>考虑阿里巴巴因为这个事悬着,股价已经持续下跌,这个罚款下来,很可能反而是靴子落地。</b></p><h3>4</h3><h4><b>估值</b></h4><p>再来讲阿里巴巴的估值。</p><p>讲这个之前先讲个有意思的事情。</p><p>最近阿里巴巴还有一个重磅新闻就是查理芒格一季度重仓持有了阿里巴巴。要知道,查理芒格已经97岁了,而其投资风格——比如持有的银行股,持有期限都超过30个季度,那么说句得罪老爷子的话,投资阿里巴巴有可能是其人生的最后一笔投资。</p><p>更有趣的是,芒格曾经在一季度Daily Journal中评价过阿里和马云:</p><p><b>“我认为马云评论中国政府的做法非常傲慢。(I think Jack Ma was very arrogant to be telling the Chinese government how dumb they were and how stupid their policies were and so forth. )这不是马云应该做的。我认为中国人在管理经济方面表现得非常精明,他们在管理经济方面取得了比我们更好的成果,而且我相信他们还能够延续下去。当然我知道中国和美国有不同的传统,我想说,没有任何一个世界上的国家可以像中国这样在很短的时间内让8亿人脱贫,我觉得是让人非常的震惊,也让人非常的羡慕。”</b></p><p>老爷子一边说人傲慢,一边买人家公司,这个操作也是非常令人难以捉摸。</p><p><b>或许在他看来,马云退出公司管理和董事会,对公司整体长远发展是个利好。也有可能如他对中国经济评论的那样,他看好的是中国整体的经济增长,然后选择一个中国经济的相对稳妥的大Beta股。</b></p><p>当然,更重要的可能就是我们要讲的估值。</p><p><b>阿里因为负面事件导致的估值非常低。回顾历史,可以发现,好公司,往往只有遇到一个非常坏的但非致命的事件时,才会提供市场一个非常好的投资机会。</b></p><p><img src=\"https://img3.gelonghui.com/eb804-d7487f81-4fb2-4093-a677-91f4296d0fa8.png\" tg-width=\"989\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p><p><b>从投资角度,反垄断罚款很有可能是靴子落地。</b>阿里的股价,反垄断调查开始,走了一波反弹,但随着中国股市跌回调,如今又回到了反垄断调查的同一位置,估值也几乎到了历史最低点,那么未来只要稍有利好,股价就会迎来反弹。</p><p><img src=\"https://img3.gelonghui.com/a60e8-bf771e41-c2a5-4ede-9a8e-bc172773fa11.png\" tg-width=\"755\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p>所以,从交易层面,从基本面层面,从估值层面,阿里的这个位置,应该说,具备了一定的投资价值,跟着芒格老爷子,大概率不会亏。</p>","source":"gelonghui_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>阿里百亿罚款,靴子落地了吗?</title>\n<style 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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阿里百亿罚款,靴子落地了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 10:09 北京时间 <a href=http://www.gelonghui.com/p/458974><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1中国史上最大罚单国家市场监督管理总局,终于开出了新中国成立以来最大的罚单——4月10日,市场监管总局对阿里巴巴实施“二选一”的垄断行为做出了行政处罚,责令阿里停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。这是中国有史以来做出的最大罚款,之前对国内企业最大的反垄断罚款是2017年对18家实施价格垄断的聚氯乙烯树脂(PVC)企业处以2016年度相关...</p>\n\n<a href=\"http://www.gelonghui.com/p/458974\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/d5420-9e8c2f27-8e1c-47b5-8eed-958b3b231b1d.jpg","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://www.gelonghui.com/p/458974","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2126032240","content_text":"1中国史上最大罚单国家市场监督管理总局,终于开出了新中国成立以来最大的罚单——4月10日,市场监管总局对阿里巴巴实施“二选一”的垄断行为做出了行政处罚,责令阿里停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。这是中国有史以来做出的最大罚款,之前对国内企业最大的反垄断罚款是2017年对18家实施价格垄断的聚氯乙烯树脂(PVC)企业处以2016年度相关市场销售额1%至2%的罚款,共计4.57亿元人民币。对国外企业罚款最多的是2015年对美国高通公司的垄断行为罚款60.88亿元人民币。同时阿里的这个罚款金额,也是全球第三的大罚款金额,仅次于欧盟曾经对谷歌作出的共计90亿美元的罚款,和美国对FB做出的50亿美元罚款。处罚决定出来之后,阿里迅速回应,对处罚坚决服从,并将强化依法经营。同时,阿里还发了致客户和公众的一封信,表示将出台一系列降平台经营门槛、减平台经营成本的措施。至此,持续了约一个季度的阿里巴巴反垄断案宣告一个段落。事件回溯:2020年12月24日 08:30市场监管总局依法对阿里巴巴集团涉嫌垄断行为立案调查2020年12月24日 08:52人民日报评阿里被调查2020年12月24日 11:55阿里回应涉嫌垄断被调查2020年12月27日 12:38调查组进驻阿里现场调查全部结束2021年4月10日 09:39阿里巴巴集团被罚182.28亿元2021年4月10日 09:45阿里巴巴回应被罚:坚决服从2021年4月10日 09:46人民日报评监管部门处罚阿里巴巴2021年4月10日 11:14阿里公开信:处罚是警醒和鞭策对投资者来说,现在最关心的一个问题是,天价罚款落地后,究竟是靴子落地,抄底时机,还是这会是阿里由盛转衰的转折点?2反垄断的威力到底几何?要搞清这个问题,先要搞清反垄断的杀伤力到底多大。表面看来,反垄断的举措对阿里巴巴有许多限制。但从另一方面看,从行业来讲,涉嫌垄断等不正当竞争的不只是阿里巴巴,多家头部互联网公司面临类似监管压力,182.28亿元是开始,却不是结束。这导致的结果是,互联网巨头的“流量围墙”将会逐步打开。阿里申请微信小程序或许就是最好的说明,如此行业创新和竞争环境变得更好,大家都不用陷于过去的“流量焦虑”,只用用心做好产品和服务。就在罚款出台前几日,4月8日,唯品会、京东、美团、饿了么、每日优鲜、盒马鲜生、携程、去哪儿网、如祺出行、滴滴出行等10家互联网平台企业代表在广州签署《平台企业维护公平竞争市场秩序承诺书》,承诺不会采用大数据杀熟手段。山雨欲来风满楼,互联网行业反垄断与反不正当竞争的决心与力度,比此前各界想象的要大。这就类似于电影院看电影,如果一个人站起来了,人人都站起来了,阿里限制腾讯,腾讯也限制阿里。现在法律要求人人坐下,并不全是坏事。在新的游戏规则下,会有新的发展机会。能不能得到这些发展机会,最终取决于各公司的人,这点,我觉得阿里的人是没问题的。在反垄断罚款之后,大家最关心的就是电商的行业格局变化。在可以多平台销售,可以多平台进行促销策略下,拥有和阿里几乎差不多可付费用户的拼多多是不是可以和阿里去掰掰手腕?尽管目前看拼多多似乎对阿里形成了很大的威胁,但两者是有差异的。拼多多虽然在付费用户数实现了逆袭,但是单用户付费金额这块,阿里差不多12000元还是实力碾压拼多多的3000不到。通过便宜形成的用户心智,很难让用户在拼多多上在没有补贴的情况下去花费上千元甚至上万元进行消费。而阿里的发展,明显也是在往天猫这类高品质产品去倾斜。如果看电商的终局,阿里至少能守住半壁江山,但是阿里多年积累的运营效率还是领先于行业,利润份额仍将远超50%。面对“流量型对手”的“高频打低频”,阿里市场份额的下滑在所难免。但只要阿里充分发挥流量外的差异化优势,单纯有流量优势的对手很难撼动阿里地位。所以,个人看来,阿里的护城河依然非常稳固。那我们再看一下182亿的当期具体财务影响。这个182.8亿的罚款对阿里来说并不算特别多,阿里在2020财年(自然年2019Q2-2020Q1)的营业利润就高达930亿,预计2021财年营业收入可以达到1200多亿,也就是大概15个点左右。但实际这是不可能的,因为一是这是一次性损失,二是这件事情股价其实已经反应了,并非突然的。3那些天价反垄断罚款后来怎么样了?我们还可以看下国外天价反垄断后,受影响公司的股价走势。1、Google搜索引擎垄断,欧盟反垄断罚款:2017年6月27日宣布罚27亿,股价-2.47%2、Google滥用市场地位,欧盟反垄断罚款:2018年7月18日宣布罚43.4亿,股价-0.01%,次日-1.14%。3、Facebook“剑桥分析”丑闻:2019年4月24日财报表示可能有50亿美元罚款,25日股价+5.85%;7月12日正式宣布罚50亿,股价+1.81%。4、Facebook人脸识别纠纷:2020年1月29日宣布罚5.5亿美元,1月30日及31日分别-6.14%、3.64%;(后期大幅下跌和FB自身无关,当时美股出现了整体的下跌)从国外的几个大型反垄断案看,短期,几天的维度,可能对股价有一定的情绪影响,但后期基本都能迅速走出反垄断阴影。考虑阿里巴巴因为这个事悬着,股价已经持续下跌,这个罚款下来,很可能反而是靴子落地。4估值再来讲阿里巴巴的估值。讲这个之前先讲个有意思的事情。最近阿里巴巴还有一个重磅新闻就是查理芒格一季度重仓持有了阿里巴巴。要知道,查理芒格已经97岁了,而其投资风格——比如持有的银行股,持有期限都超过30个季度,那么说句得罪老爷子的话,投资阿里巴巴有可能是其人生的最后一笔投资。更有趣的是,芒格曾经在一季度Daily 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)这不是马云应该做的。我认为中国人在管理经济方面表现得非常精明,他们在管理经济方面取得了比我们更好的成果,而且我相信他们还能够延续下去。当然我知道中国和美国有不同的传统,我想说,没有任何一个世界上的国家可以像中国这样在很短的时间内让8亿人脱贫,我觉得是让人非常的震惊,也让人非常的羡慕。”老爷子一边说人傲慢,一边买人家公司,这个操作也是非常令人难以捉摸。或许在他看来,马云退出公司管理和董事会,对公司整体长远发展是个利好。也有可能如他对中国经济评论的那样,他看好的是中国整体的经济增长,然后选择一个中国经济的相对稳妥的大Beta股。当然,更重要的可能就是我们要讲的估值。阿里因为负面事件导致的估值非常低。回顾历史,可以发现,好公司,往往只有遇到一个非常坏的但非致命的事件时,才会提供市场一个非常好的投资机会。从投资角度,反垄断罚款很有可能是靴子落地。阿里的股价,反垄断调查开始,走了一波反弹,但随着中国股市跌回调,如今又回到了反垄断调查的同一位置,估值也几乎到了历史最低点,那么未来只要稍有利好,股价就会迎来反弹。所以,从交易层面,从基本面层面,从估值层面,阿里的这个位置,应该说,具备了一定的投资价值,跟着芒格老爷子,大概率不会亏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388020255,"gmtCreate":1613003391877,"gmtModify":1703768222291,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"<a 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不割肉就不是韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317918350","repostId":"1157559595","repostType":4,"repost":{"id":"1157559595","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":1612405390,"share":"https://www.laohu8.com/m/news/1157559595?lang=&edition=full","pubTime":"2021-02-04 10:23","market":"us","language":"zh","title":"Robinhood调高AMC和GME股票购买上限","url":"https://stock-news.laohu8.com/highlight/detail?id=1157559595","media":"老虎资讯综合","summary":"美国在线券商Robinhood将购买AMC股票的上限扩大至5500股,将购买游戏驿站的上限扩大至500股。","content":"<p>美国在线券商Robinhood将购买AMC股票的上限扩大至5500股,将购买<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>的上限扩大至500股。</p><p><img src=\"https://static.tigerbbs.com/ca320eaa3c437cf79b6d9e6e076ffd9a\" tg-width=\"840\" tg-height=\"470\" 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRobinhood调高AMC和GME股票购买上限\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\">2021-02-04 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国在线券商Robinhood将购买AMC股票的上限扩大至5500股,将购买<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>的上限扩大至500股。</p><p><img src=\"https://static.tigerbbs.com/ca320eaa3c437cf79b6d9e6e076ffd9a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/578c6b240fab320a99896f5f0b5993bd\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22400fab07c80ba4d83ecce4adcf464f","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157559595","content_text":"美国在线券商Robinhood将购买AMC股票的上限扩大至5500股,将购买游戏驿站的上限扩大至500股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317913194,"gmtCreate":1612405572518,"gmtModify":1703761391412,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"要么就是放韭菜进来 要么就是已经彻底凉了 不再需要反抗了 买几股放着不卖 就不算韭菜","listText":"要么就是放韭菜进来 要么就是已经彻底凉了 不再需要反抗了 买几股放着不卖 就不算韭菜","text":"要么就是放韭菜进来 要么就是已经彻底凉了 不再需要反抗了 买几股放着不卖 就不算韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317913194","repostId":"1157559595","repostType":4,"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314729974,"gmtCreate":1612377294698,"gmtModify":1703761157180,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a><a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 伙伴们 击个掌 这是我们应得的 感谢昨天洗掉了进来碰瓷的 现在都是真正的wsber 有钱的在买一点 没钱的只要坚持拿住 我们有全球不甘平凡的散户作为援军[举爪] [举爪] [举爪] ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a><a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 伙伴们 击个掌 这是我们应得的 感谢昨天洗掉了进来碰瓷的 现在都是真正的wsber 有钱的在买一点 没钱的只要坚持拿住 我们有全球不甘平凡的散户作为援军[举爪] [举爪] [举爪] ","text":"$AMC院线(AMC)$$游戏驿站(GME)$ 伙伴们 击个掌 这是我们应得的 感谢昨天洗掉了进来碰瓷的 现在都是真正的wsber 有钱的在买一点 没钱的只要坚持拿住 我们有全球不甘平凡的散户作为援军[举爪] [举爪] [举爪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":43,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314729974","isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":315343213,"gmtCreate":1612205073732,"gmtModify":1703758851256,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"我有一个担忧空头反复买入回补 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是不是也可以告了","listText":"支付宝告的吗 腾讯不让淘宝发链接 是不是也可以告了","text":"支付宝告的吗 腾讯不让淘宝发链接 是不是也可以告了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/333851069","repostId":"1192196478","repostType":4,"repost":{"id":"1192196478","pubTimestamp":1609241684,"share":"https://www.laohu8.com/m/news/1192196478?lang=&edition=full","pubTime":"2020-12-29 19:34","market":"other","language":"zh","title":"法院立案!因取消支付宝渠道,美团遭遇反垄断诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=1192196478","media":"中国经济周刊","summary":"12月28日,《中国经济周刊》记者获悉,美团遭遇反垄断诉讼,北京知识产权法院已立案审理。北京知识产权法院民事案件受理通知书(2020)京73民初888号显示,王某诉被告北京三快科技有限公司、北京三快信","content":"<p>12月28日,《中国经济周刊》记者获悉,<b>美团遭遇反垄断诉讼,北京知识产权法院已立案审理。</b></p><p>北京知识产权法院民事案件受理通知书(2020)京73民初888号显示,王某诉被告北京三快科技有限公司、北京三快信息科技有限公司滥用市场支配地位纠纷案,经审查,符合《中华人民共和国民事诉讼法》规定的受理条件,北京知识产权法院决定立案审理。落款时间为2020年10月29日。</p><p>12月28日,王某的委托人北京实景律师事务所律师陈鹏飞介绍,北京三快科技有限公司、北京三快信息科技有限公司在其旗下的美团APP、美团点评APP等,利用其市场支配地位,取消支付宝渠道,使得消费者无法在上述APP中通过支付宝进行支付。</p><p>今年7月底,有媒体报道称,部分用户在使用美团支付时发现,美团月付和银行卡支付占据优先位置,微信支付、ApplePay也在支付选择列表上,只是不再显示支付宝支付。</p><p>王某的诉讼,正是针对7月底的这次事件。如今,这样的情况是否依旧存在?</p><p>12月28日,《中国经济周刊》记者登录美团外卖APP,其显示外卖下单后,可以使用支付宝支付,不过其支付页面被隐藏折叠。未折叠隐藏的支付方式包括美团支付、微信支付和Apple Pay,只有支付宝被隐藏。</p><p>据一位长期使用美团外卖APP的用户介绍,此前美团外卖确实有一段时间无法使用支付宝支付,那段时间她不得不使用其他外卖平台。</p><p>有意思的是,iPhone 12(系统版本14.1)上最新版本的美团外卖、大众点评,目前在支付方式中仍只有美团支付、微信支付和Apple Pay,没有支付宝支付方式。而iPhone XS MAX、iPhone7等系列手机最新版本的上述APP,则是支付宝渠道被折叠隐藏。</p><p><img src=\"https://static.tigerbbs.com/95d1b6eb31dde9d40516ad9009fe1a5a\" tg-width=\"300\" tg-height=\"649\"></p><p>12月28日晚,iPhone12的美团外卖支付界面,没有支付宝选项</p><p><img src=\"https://static.tigerbbs.com/41933703562398be5d49ef09e66d144f\" tg-width=\"300\" tg-height=\"533\"></p><p>在iPhone XS MAX、iPhone7等系列手机的美团外卖APP,是支付宝渠道存在,不过被折叠隐藏</p><p>第三方大数据研究机构Trustdata的数据显示,美团在中国外卖行业的市场份额,由2019年第一季度的63.4%,至2020年第二季度上升至68.2%。饿了么、饿了么星选及其他平台市场份额共计31.8%。</p><p>11月30日美团发布的2020年第三季度业绩数据显示,整体营收同比增长28.8%至354亿元,餐饮外卖交易额达1522亿元,到店、酒旅业务板块收入达65亿元。美团年度活跃商户数增长至650万,年度交易用户数达4.8亿。</p>","source":"lsy1568603146990","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\" 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href=\"https://wallstreetcn.com/articles/3615267\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"https://wallstreetcn.com/articles/3615267","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192196478","content_text":"12月28日,《中国经济周刊》记者获悉,美团遭遇反垄断诉讼,北京知识产权法院已立案审理。北京知识产权法院民事案件受理通知书(2020)京73民初888号显示,王某诉被告北京三快科技有限公司、北京三快信息科技有限公司滥用市场支配地位纠纷案,经审查,符合《中华人民共和国民事诉讼法》规定的受理条件,北京知识产权法院决定立案审理。落款时间为2020年10月29日。12月28日,王某的委托人北京实景律师事务所律师陈鹏飞介绍,北京三快科技有限公司、北京三快信息科技有限公司在其旗下的美团APP、美团点评APP等,利用其市场支配地位,取消支付宝渠道,使得消费者无法在上述APP中通过支付宝进行支付。今年7月底,有媒体报道称,部分用户在使用美团支付时发现,美团月付和银行卡支付占据优先位置,微信支付、ApplePay也在支付选择列表上,只是不再显示支付宝支付。王某的诉讼,正是针对7月底的这次事件。如今,这样的情况是否依旧存在?12月28日,《中国经济周刊》记者登录美团外卖APP,其显示外卖下单后,可以使用支付宝支付,不过其支付页面被隐藏折叠。未折叠隐藏的支付方式包括美团支付、微信支付和Apple Pay,只有支付宝被隐藏。据一位长期使用美团外卖APP的用户介绍,此前美团外卖确实有一段时间无法使用支付宝支付,那段时间她不得不使用其他外卖平台。有意思的是,iPhone 12(系统版本14.1)上最新版本的美团外卖、大众点评,目前在支付方式中仍只有美团支付、微信支付和Apple Pay,没有支付宝支付方式。而iPhone XS MAX、iPhone7等系列手机最新版本的上述APP,则是支付宝渠道被折叠隐藏。12月28日晚,iPhone12的美团外卖支付界面,没有支付宝选项在iPhone XS MAX、iPhone7等系列手机的美团外卖APP,是支付宝渠道存在,不过被折叠隐藏第三方大数据研究机构Trustdata的数据显示,美团在中国外卖行业的市场份额,由2019年第一季度的63.4%,至2020年第二季度上升至68.2%。饿了么、饿了么星选及其他平台市场份额共计31.8%。11月30日美团发布的2020年第三季度业绩数据显示,整体营收同比增长28.8%至354亿元,餐饮外卖交易额达1522亿元,到店、酒旅业务板块收入达65亿元。美团年度活跃商户数增长至650万,年度交易用户数达4.8亿。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431827100262","authorId":"3465431827100262","name":"25d459fd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3465431827100262","idStr":"3465431827100262"},"content":"当然可以告了。这就是潘多拉盒子,上面就希望看到互相斗,结果某些企业就告阿里了,正好促成了","text":"当然可以告了。这就是潘多拉盒子,上面就希望看到互相斗,结果某些企业就告阿里了,正好促成了","html":"当然可以告了。这就是潘多拉盒子,上面就希望看到互相斗,结果某些企业就告阿里了,正好促成了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314018243,"gmtCreate":1612279871382,"gmtModify":1703759888740,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"<a 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上蹿下跳叫空的人神奇的集体没空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/314915715","isVote":1,"tweetType":1,"viewCount":6730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570086755660930","authorId":"3570086755660930","name":"lvge","avatar":"https://static.tigerbbs.com/59d4c2168842cd24533a59aa21707b55","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3570086755660930","idStr":"3570086755660930"},"content":"别喊,注意素质,咱都是有票的人啊。","text":"别喊,注意素质,咱都是有票的人啊。","html":"别喊,注意素质,咱都是有票的人啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315304048,"gmtCreate":1612196392084,"gmtModify":1703758761364,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"<a 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","text":"$AMC院线(AMC)$$游戏驿站(GME)$。始终还是有人被骗走了筹码","images":[{"img":"https://static.tigerbbs.com/42f9b633cd8d10881673946a248b389b","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/315304048","isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496791697514922","authorId":"3496791697514922","name":"calabashbros","avatar":"https://static.tigerbbs.com/07c4ce48472823a5c55d7ce00e751d69","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3496791697514922","idStr":"3496791697514922"},"content":"老虎没限制吧","text":"老虎没限制吧","html":"老虎没限制吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316539568,"gmtCreate":1611936551954,"gmtModify":1703756795201,"author":{"id":"3481024126652616","authorId":"3481024126652616","name":"全球甩锅王特斯拉","avatar":"https://static.tigerbbs.com/3caba10273b9a5953215946af1aee1b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481024126652616","idStr":"3481024126652616"},"themes":[],"htmlText":"<a 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