Kyooooooo的个人主页 - 老虎社区

Kyooooooo

Kyooooooo

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IP属地：北京

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05-31

2024.05.31 复盘笔记 by Kyooooooo

2024-05-31 成本现价浮动收益戴尔(DELL) 165.38 135.53 -18.01% 麻了其实财报不错接着补

2024.05.31 复盘笔记 by Kyooooooo

2022-04-06

居然1500天了

2021-12-13

有谁跟我一样看成了阿里[捂脸]

抱歉，原内容已删除

2021-06-08

看不见啊小编

抱歉，原内容已删除

2021-01-25

$游戏驿站(GME)$#DFV大神真牛逼不得不服

2020-12-12

$Dropbox Inc.(DBX)$一个可能性可以让盘后这么嗨吗

2020-11-16

$京东(JD)$我只炒过两次京东上次是东哥**案被套了大半年这次估计又是大半年...

2020-10-28

$腾讯音乐(TME)$谁出了140万股砸盘

2020-10-09

$Dropbox Inc.(DBX)$可等死我了终于要启动了

2020-10-01

$秦淮数据(CD)$$Yalla Group(YALA)$跑得快

2020-10-01

$Yalla Group(YALA)$破发了才分配不够手续费的亏损了算谁的？

2020-09-05

$苹果(AAPL)$这都能V回来

2020-08-10

$跟谁学(GSX)$太刺激了

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>我只炒过两次京东 上次是东哥**案被套了大半年 这次估计又是大半年...","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>我只炒过两次京东 上次是东哥**案被套了大半年 这次估计又是大半年...","text":"$京东(JD)$我只炒过两次京东 上次是东哥**案被套了大半年 这次估计又是大半年...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/307638280","isVote":1,"tweetType":1,"viewCount":4460,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554892403391087","authorId":"3554892403391087","name":"梭哈致富","avatar":"https://static.tigerbbs.com/28d1bec09608e324e38941305e47a18e","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554892403391087","authorIdStr":"3554892403391087"},"content":"你也跟头哥混吗，群里看你发了","text":"你也跟头哥混吗，群里看你发了","html":"你也跟头哥混吗，群里看你发了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977837392,"gmtCreate":1601483713416,"gmtModify":1703824592961,"author":{"id":"3482641957769096","authorId":"3482641957769096","name":"Kyooooooo","avatar":"https://static.tigerbbs.com/e71e0f330e05e1735ca43b8cfa462f61","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482641957769096","authorIdStr":"3482641957769096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>破发了才分配 不够手续费的 亏损了算谁的？","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>破发了才分配 不够手续费的 亏损了算谁的？","text":"$Yalla Group(YALA)$破发了才分配 不够手续费的 亏损了算谁的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977837392","isVote":1,"tweetType":1,"viewCount":1478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604298620,"gmtCreate":1639398836875,"gmtModify":1639398836875,"author":{"id":"3482641957769096","authorId":"3482641957769096","name":"Kyooooooo","avatar":"https://static.tigerbbs.com/e71e0f330e05e1735ca43b8cfa462f61","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482641957769096","authorIdStr":"3482641957769096"},"themes":[],"htmlText":"有谁跟我一样看成了阿里[捂脸]&nbsp;","listText":"有谁跟我一样看成了阿里[捂脸]&nbsp;","text":"有谁跟我一样看成了阿里[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604298620","repostId":"1167426023","repostType":4,"repost":{"id":"1167426023","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":1639398083,"share":"https://www.laohu8.com/m/news/1167426023?lang=&edition=full","pubTime":"2021-12-13 20:21","market":"us","language":"zh","title":"盘前：阿里那暴涨93%！微软、苹果被反垄断机构调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1167426023","media":"老虎资讯综合","summary":"12月13日，美股股指期货上涨，道指期货涨0.17%，标普500指数涨0.27%，纳指期货涨0.39%。美国股指期货小幅上涨，预示美股可能高开，延续上周积极势头。不过，本周市场将迎来美联储货币政策会议和零售销售数据，料给市场造成波动。日内，没有重要经济数据和财报公布，但除接下来几日的美联储会议和经济数据外，投资者还需关注Omicron的事态发展。CMA称，正在考虑交易是否会导致英国本土市场竞争减少。","content":"<p>12月13日，美股股指期货上涨，道指期货涨0.17%，标普500指数涨0.27%，纳指期货涨0.39%。美国股指期货小幅上涨，预示美股可能高开，延续上周积极势头。不过，本周市场将迎来美联储货币政策会议和零售销售数据，料给市场造成波动。日内，没有重要经济数据和财报公布，但除接下来几日的美联储会议和经济数据外，投资者还需关注Omicron的事态发展。<img src=\"https://static.tigerbbs.com/f8a9375e5f0ec788da45a1f00cf913c2\" tg-width=\"828\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><b>市场消息</b></p>\n<p><b>英国反垄断机构：将对<a href=\"https://laohu8.com/S/MSFT\">微软</a>160亿美元收购<a href=\"https://laohu8.com/S/NUAN\">微妙通讯</a>的交易展开调查</b></p>\n<p>英国竞争和市场管理局（CMA）周一表示，将调查微软公司160亿美元收购人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>和语音技术公司微妙通讯的交易。CMA称，正在考虑交易是否会导致英国本土市场竞争减少。该机构称，感兴趣的各方可以在1月10日前对该交易发表意见。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司新隐私政策遭波兰反垄断机构调查</b></p>\n<p>波兰竞争和消费者保护办公室（UOKiK）发布声明称，该机构启动了对苹果的诉讼程序，以了解苹果在iOS设备上的新的隐私和个人数据政策是否损害竞争公平。UOKiK指出，在实践中，新的隐私和数据政策这意味着在 iOS 操作系统上，第三方应用程序获取个人数据，以发送个性化广告的受到了极大的限制。但这并不意味着设备将不再收集有关用户的信息以分发个性化广告。声明强调，有人质疑苹果的规则是为了推广自己的广告服务——Apple Search Ads，这可能会违反竞争规则。</p>\n<p><b><a href=\"https://laohu8.com/S/BBL\">必和必拓</a>收购镍矿商Noront受阻！Wyloo Metals再度抬价47%与其竞购</b></p>\n<p>在与<a href=\"https://laohu8.com/S/BHP.AU\">必和必拓</a>(BHP.US)的谈判破裂之后，澳大利亚亿万富安德鲁·弗里斯特(Andrew Forrest)旗下的Wyloo Metals再次大幅提高了对收购加拿大镍矿商Noront Resources的报价。</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>拟投资约70亿美元在马来西亚建造工厂，增强半导体封装技术</b></p>\n<p>据媒体报道，英特尔计划投资300亿林吉特(约70亿美元)在马来西亚建造芯片工厂，以增强英特尔<a href=\"https://laohu8.com/S/03355\">先进半导体</a>封装技术。据媒体透露，这家顶级芯片制造商计划于当地时间周三在马来西亚吉隆坡就这项投资计划举行新闻发布会。</p>\n<p><b>激素替代疗法研发商Biote Holdings将通过SPAC在美上市</b></p>\n<p>据知情人士透露，激素替代疗法研发商Biote Holdings将通过与特殊目的收购公司<a href=\"https://laohu8.com/S/HYACU\">Haymaker Acquisition Corp. III</a>并购上市。Biote和这家特殊目的收购公司的合并后将价值约7.4亿美元，知情人士表示。该交易中还包括约8,000万美元的信托银行债务融资，这将满足完成交易中的最低现金量要求。知情人士透露，公告最早可能在周一公布，Biote和Haymaker Acquisition III的代表都拒绝对此置评。</p>\n<p><b>盘前行情</b></p>\n<p>苹果盘前涨超1%，盘前股价报181.35美元，苹果上周五收盘总市值为29441亿美元，今日开盘总市值有望历史性突破3万亿美元。</p>\n<p><a href=\"https://laohu8.com/S/ARNA\">阿里那</a>盘前暴涨93%，市场消息：辉瑞将以现金100美元/股的价格收购阿里那制药公司，交易价值约67亿美元。<img src=\"https://static.tigerbbs.com/83d58df8cd0d7afba5109025100227a3\" tg-width=\"842\" tg-height=\"630\" referrerpolicy=\"no-referrer\">Rivian Automotive盘前涨超2%，消息称，Rivian Automotive最早于周四宣布，计划在乔治亚州建立一个造车和生产电池的工厂。</p>\n<p>Lucid Group盘前涨超6%，<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>、Zscaler、<a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>涨超3%，<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>、<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>涨超2%。这六股将于12月18日被纳入纳斯达克100指数。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨近3%，市场消息：诺瓦瓦克斯医药提交阿联酋新冠疫苗紧急使用授权的申请文件。</p>\n<p>云通讯服务商<a href=\"https://laohu8.com/S/RAAS\">容联云</a>盘前涨超2%，公司拟全资收购诸葛智能。通过此次收购，容联云将加速实现“通讯+数据+智能”的核心能力整合，进而更有效地助力企业营销与服务数智化转型。</p>\n<p>基因编辑公司Editas Medicine盘前涨近9%，数据显示AsCas12a基因编辑技术具有强大肿瘤杀伤力；在12月12日的第63届美国血液学会(ASH)年会上，Editas Medicine临床前数据表明，两种修饰诱导多能干细胞(iPSC)来源的自然杀伤细胞(iNK)细胞疗法的体外和体内临床前数据显示，这些细胞疗法使用Editas Medicine公司专有的AsCas12a基因编辑技术增强了其肿瘤杀伤能力。</p>\n<p>电子制造服务商SGMA盘前涨超11%，上周五大涨超84%成交额超7亿美元。SGMA此前公布业绩显示，公司2022财年第二季度营收增长44%至1.002亿美元。此外公司新闻稿中显示，关于Wagz收购案目前预计将在2021年底完成交易。12月7日，公司修改了与Wagz的合并协议和计划。该修正案减少了SigmaTron在交易过程中给予Wagz的股份数量。</p>\n<p>Veru盘前涨超4%，市场消息：Veru公司的良性前列腺增生症治疗药物ENTADFI获得美国食品药品监督管理局批准。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指上涨，截至发稿，德国DAX30指数涨1.00%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.09%，法国CAC40涨0.18%。<img src=\"https://static.tigerbbs.com/3baffdf03cfabbdd7e5cce3e4e8fe156\" tg-width=\"831\" tg-height=\"355\" referrerpolicy=\"no-referrer\">来源：英为财情Investing.com</p>\n<p><b>原油</b></p>\n<p><b>国际油价下跌，美油报71.23美元/桶，日内跌幅0.61%；布油现报76.38美元/桶，日内跌幅0.45%。</b></p>\n<p>OPEC月报：上调第一季度原油需求预期，认为奥密克戎带来的风险是温和的。</p>\n<p><b>黄金</b></p>\n<p><b>现货黄金日内涨0.22%，报1788.75美元/盎司。</b></p>\n<p>现货金价价格整体依然保持区间震荡。金价在1786美元附近无明显方向，维持横盘走势。黄金受益于上周的美国通胀数据，市场在重要央行会议前的焦虑和对病毒的担忧最近挑战了买家。然而，应该指出的是，期权市场对黄金保持看跌偏见。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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盘前：阿里那暴涨93%！微软、苹果被反垄断机构调查\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\">2021-12-13 20:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月13日，美股股指期货上涨，道指期货涨0.17%，标普500指数涨0.27%，纳指期货涨0.39%。美国股指期货小幅上涨，预示美股可能高开，延续上周积极势头。不过，本周市场将迎来美联储货币政策会议和零售销售数据，料给市场造成波动。日内，没有重要经济数据和财报公布，但除接下来几日的美联储会议和经济数据外，投资者还需关注Omicron的事态发展。<img src=\"https://static.tigerbbs.com/f8a9375e5f0ec788da45a1f00cf913c2\" tg-width=\"828\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><b>市场消息</b></p>\n<p><b>英国反垄断机构：将对<a href=\"https://laohu8.com/S/MSFT\">微软</a>160亿美元收购<a href=\"https://laohu8.com/S/NUAN\">微妙通讯</a>的交易展开调查</b></p>\n<p>英国竞争和市场管理局（CMA）周一表示，将调查微软公司160亿美元收购人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>和语音技术公司微妙通讯的交易。CMA称，正在考虑交易是否会导致英国本土市场竞争减少。该机构称，感兴趣的各方可以在1月10日前对该交易发表意见。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司新隐私政策遭波兰反垄断机构调查</b></p>\n<p>波兰竞争和消费者保护办公室（UOKiK）发布声明称，该机构启动了对苹果的诉讼程序，以了解苹果在iOS设备上的新的隐私和个人数据政策是否损害竞争公平。UOKiK指出，在实践中，新的隐私和数据政策这意味着在 iOS 操作系统上，第三方应用程序获取个人数据，以发送个性化广告的受到了极大的限制。但这并不意味着设备将不再收集有关用户的信息以分发个性化广告。声明强调，有人质疑苹果的规则是为了推广自己的广告服务——Apple Search Ads，这可能会违反竞争规则。</p>\n<p><b><a href=\"https://laohu8.com/S/BBL\">必和必拓</a>收购镍矿商Noront受阻！Wyloo Metals再度抬价47%与其竞购</b></p>\n<p>在与<a href=\"https://laohu8.com/S/BHP.AU\">必和必拓</a>(BHP.US)的谈判破裂之后，澳大利亚亿万富安德鲁·弗里斯特(Andrew Forrest)旗下的Wyloo Metals再次大幅提高了对收购加拿大镍矿商Noront Resources的报价。</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>拟投资约70亿美元在马来西亚建造工厂，增强半导体封装技术</b></p>\n<p>据媒体报道，英特尔计划投资300亿林吉特(约70亿美元)在马来西亚建造芯片工厂，以增强英特尔<a href=\"https://laohu8.com/S/03355\">先进半导体</a>封装技术。据媒体透露，这家顶级芯片制造商计划于当地时间周三在马来西亚吉隆坡就这项投资计划举行新闻发布会。</p>\n<p><b>激素替代疗法研发商Biote Holdings将通过SPAC在美上市</b></p>\n<p>据知情人士透露，激素替代疗法研发商Biote Holdings将通过与特殊目的收购公司<a href=\"https://laohu8.com/S/HYACU\">Haymaker Acquisition Corp. III</a>并购上市。Biote和这家特殊目的收购公司的合并后将价值约7.4亿美元，知情人士表示。该交易中还包括约8,000万美元的信托银行债务融资，这将满足完成交易中的最低现金量要求。知情人士透露，公告最早可能在周一公布，Biote和Haymaker Acquisition III的代表都拒绝对此置评。</p>\n<p><b>盘前行情</b></p>\n<p>苹果盘前涨超1%，盘前股价报181.35美元，苹果上周五收盘总市值为29441亿美元，今日开盘总市值有望历史性突破3万亿美元。</p>\n<p><a href=\"https://laohu8.com/S/ARNA\">阿里那</a>盘前暴涨93%，市场消息：辉瑞将以现金100美元/股的价格收购阿里那制药公司，交易价值约67亿美元。<img src=\"https://static.tigerbbs.com/83d58df8cd0d7afba5109025100227a3\" tg-width=\"842\" tg-height=\"630\" referrerpolicy=\"no-referrer\">Rivian Automotive盘前涨超2%，消息称，Rivian Automotive最早于周四宣布，计划在乔治亚州建立一个造车和生产电池的工厂。</p>\n<p>Lucid Group盘前涨超6%，<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>、Zscaler、<a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>涨超3%，<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>、<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>涨超2%。这六股将于12月18日被纳入纳斯达克100指数。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨近3%，市场消息：诺瓦瓦克斯医药提交阿联酋新冠疫苗紧急使用授权的申请文件。</p>\n<p>云通讯服务商<a href=\"https://laohu8.com/S/RAAS\">容联云</a>盘前涨超2%，公司拟全资收购诸葛智能。通过此次收购，容联云将加速实现“通讯+数据+智能”的核心能力整合，进而更有效地助力企业营销与服务数智化转型。</p>\n<p>基因编辑公司Editas Medicine盘前涨近9%，数据显示AsCas12a基因编辑技术具有强大肿瘤杀伤力；在12月12日的第63届美国血液学会(ASH)年会上，Editas Medicine临床前数据表明，两种修饰诱导多能干细胞(iPSC)来源的自然杀伤细胞(iNK)细胞疗法的体外和体内临床前数据显示，这些细胞疗法使用Editas Medicine公司专有的AsCas12a基因编辑技术增强了其肿瘤杀伤能力。</p>\n<p>电子制造服务商SGMA盘前涨超11%，上周五大涨超84%成交额超7亿美元。SGMA此前公布业绩显示，公司2022财年第二季度营收增长44%至1.002亿美元。此外公司新闻稿中显示，关于Wagz收购案目前预计将在2021年底完成交易。12月7日，公司修改了与Wagz的合并协议和计划。该修正案减少了SigmaTron在交易过程中给予Wagz的股份数量。</p>\n<p>Veru盘前涨超4%，市场消息：Veru公司的良性前列腺增生症治疗药物ENTADFI获得美国食品药品监督管理局批准。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指上涨，截至发稿，德国DAX30指数涨1.00%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.09%，法国CAC40涨0.18%。<img src=\"https://static.tigerbbs.com/3baffdf03cfabbdd7e5cce3e4e8fe156\" tg-width=\"831\" tg-height=\"355\" referrerpolicy=\"no-referrer\">来源：英为财情Investing.com</p>\n<p><b>原油</b></p>\n<p><b>国际油价下跌，美油报71.23美元/桶，日内跌幅0.61%；布油现报76.38美元/桶，日内跌幅0.45%。</b></p>\n<p>OPEC月报：上调第一季度原油需求预期，认为奥密克戎带来的风险是温和的。</p>\n<p><b>黄金</b></p>\n<p><b>现货黄金日内涨0.22%，报1788.75美元/盎司。</b></p>\n<p>现货金价价格整体依然保持区间震荡。金价在1786美元附近无明显方向，维持横盘走势。黄金受益于上周的美国通胀数据，市场在重要央行会议前的焦虑和对病毒的担忧最近挑战了买家。然而，应该指出的是，期权市场对黄金保持看跌偏见。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"BK4501":"段永平概念","BK4527":"明星科技股","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓","AAPL":"苹果",".IXIC":"NASDAQ Composite","NVAX":"诺瓦瓦克斯医药",".SPX":"S&P 500 Index","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","ARNA":"阿里那","PFE":"辉瑞","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","RIVN":"Rivian Automotive, Inc.","BK4566":"资本集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167426023","content_text":"12月13日，美股股指期货上涨，道指期货涨0.17%，标普500指数涨0.27%，纳指期货涨0.39%。美国股指期货小幅上涨，预示美股可能高开，延续上周积极势头。不过，本周市场将迎来美联储货币政策会议和零售销售数据，料给市场造成波动。日内，没有重要经济数据和财报公布，但除接下来几日的美联储会议和经济数据外，投资者还需关注Omicron的事态发展。市场消息\n英国反垄断机构：将对微软160亿美元收购微妙通讯的交易展开调查\n英国竞争和市场管理局（CMA）周一表示，将调查微软公司160亿美元收购人工智能和语音技术公司微妙通讯的交易。CMA称，正在考虑交易是否会导致英国本土市场竞争减少。该机构称，感兴趣的各方可以在1月10日前对该交易发表意见。\n苹果公司新隐私政策遭波兰反垄断机构调查\n波兰竞争和消费者保护办公室（UOKiK）发布声明称，该机构启动了对苹果的诉讼程序，以了解苹果在iOS设备上的新的隐私和个人数据政策是否损害竞争公平。UOKiK指出，在实践中，新的隐私和数据政策这意味着在 iOS 操作系统上，第三方应用程序获取个人数据，以发送个性化广告的受到了极大的限制。但这并不意味着设备将不再收集有关用户的信息以分发个性化广告。声明强调，有人质疑苹果的规则是为了推广自己的广告服务——Apple Search Ads，这可能会违反竞争规则。\n必和必拓收购镍矿商Noront受阻！Wyloo Metals再度抬价47%与其竞购\n在与必和必拓(BHP.US)的谈判破裂之后，澳大利亚亿万富安德鲁·弗里斯特(Andrew Forrest)旗下的Wyloo Metals再次大幅提高了对收购加拿大镍矿商Noront Resources的报价。\n英特尔拟投资约70亿美元在马来西亚建造工厂，增强半导体封装技术\n据媒体报道，英特尔计划投资300亿林吉特(约70亿美元)在马来西亚建造芯片工厂，以增强英特尔先进半导体封装技术。据媒体透露，这家顶级芯片制造商计划于当地时间周三在马来西亚吉隆坡就这项投资计划举行新闻发布会。\n激素替代疗法研发商Biote Holdings将通过SPAC在美上市\n据知情人士透露，激素替代疗法研发商Biote Holdings将通过与特殊目的收购公司Haymaker Acquisition Corp. III并购上市。Biote和这家特殊目的收购公司的合并后将价值约7.4亿美元，知情人士表示。该交易中还包括约8,000万美元的信托银行债务融资，这将满足完成交易中的最低现金量要求。知情人士透露，公告最早可能在周一公布，Biote和Haymaker Acquisition III的代表都拒绝对此置评。\n盘前行情\n苹果盘前涨超1%，盘前股价报181.35美元，苹果上周五收盘总市值为29441亿美元，今日开盘总市值有望历史性突破3万亿美元。\n阿里那盘前暴涨93%，市场消息：辉瑞将以现金100美元/股的价格收购阿里那制药公司，交易价值约67亿美元。Rivian Automotive盘前涨超2%，消息称，Rivian Automotive最早于周四宣布，计划在乔治亚州建立一个造车和生产电池的工厂。\nLucid Group盘前涨超6%，Datadog、Zscaler、飞塔信息涨超3%，爱彼迎、Palo Alto Networks涨超2%。这六股将于12月18日被纳入纳斯达克100指数。\n诺瓦瓦克斯医药涨近3%，市场消息：诺瓦瓦克斯医药提交阿联酋新冠疫苗紧急使用授权的申请文件。\n云通讯服务商容联云盘前涨超2%，公司拟全资收购诸葛智能。通过此次收购，容联云将加速实现“通讯+数据+智能”的核心能力整合，进而更有效地助力企业营销与服务数智化转型。\n基因编辑公司Editas Medicine盘前涨近9%，数据显示AsCas12a基因编辑技术具有强大肿瘤杀伤力；在12月12日的第63届美国血液学会(ASH)年会上，Editas Medicine临床前数据表明，两种修饰诱导多能干细胞(iPSC)来源的自然杀伤细胞(iNK)细胞疗法的体外和体内临床前数据显示，这些细胞疗法使用Editas Medicine公司专有的AsCas12a基因编辑技术增强了其肿瘤杀伤能力。\n电子制造服务商SGMA盘前涨超11%，上周五大涨超84%成交额超7亿美元。SGMA此前公布业绩显示，公司2022财年第二季度营收增长44%至1.002亿美元。此外公司新闻稿中显示，关于Wagz收购案目前预计将在2021年底完成交易。12月7日，公司修改了与Wagz的合并协议和计划。该修正案减少了SigmaTron在交易过程中给予Wagz的股份数量。\nVeru盘前涨超4%，市场消息：Veru公司的良性前列腺增生症治疗药物ENTADFI获得美国食品药品监督管理局批准。\n欧洲市场\n欧洲主要股指上涨，截至发稿，德国DAX30指数涨1.00%，英国富时100跌0.09%，法国CAC40涨0.18%。来源：英为财情Investing.com\n原油\n国际油价下跌，美油报71.23美元/桶，日内跌幅0.61%；布油现报76.38美元/桶，日内跌幅0.45%。\nOPEC月报：上调第一季度原油需求预期，认为奥密克戎带来的风险是温和的。\n黄金\n现货黄金日内涨0.22%，报1788.75美元/盎司。\n现货金价价格整体依然保持区间震荡。金价在1786美元附近无明显方向，维持横盘走势。黄金受益于上周的美国通胀数据，市场在重要央行会议前的焦虑和对病毒的担忧最近挑战了买家。然而，应该指出的是，期权市场对黄金保持看跌偏见。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117839400,"gmtCreate":1623128246500,"gmtModify":1623128246500,"author":{"id":"3482641957769096","authorId":"3482641957769096","name":"Kyooooooo","avatar":"https://static.tigerbbs.com/e71e0f330e05e1735ca43b8cfa462f61","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482641957769096","authorIdStr":"3482641957769096"},"themes":[],"htmlText":"看不见啊 小编","listText":"看不见啊 小编","text":"看不见啊 小编","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117839400","repostId":"1141795259","repostType":4,"repost":{"id":"1141795259","kind":"news","pubTimestamp":1623119073,"share":"https://www.laohu8.com/m/news/1141795259?lang=&edition=full","pubTime":"2021-06-08 10:24","market":"sh","language":"zh","title":"社保基金“海外神枪手”曝光：只有你想不到，没有它请不到","url":"https://stock-news.laohu8.com/highlight/detail?id=1141795259","media":"资事堂","summary":"万亿社保基金的“海外神枪手”名单曝光！据悉，全国社会保障基金会境外委托管理机构总计37家，有多个投资领域的“隐形冠军”。去年三季度，社保基金开始选聘境外投资机构，这是历史上第四次公开选聘。对比上一轮受","content":"<p>万亿社保基金的“海外神枪手”名单曝光！</p><p>据悉，全国社会保障基金会境外委托管理机构总计37家，有多个投资领域的“隐形冠军”。</p><p>去年三季度，社保基金开始选聘境外投资机构，这是历史上第四次公开选聘。</p><p>对比上一轮受托机构名单，社保基金海外投资版图扩张，对投资策略亦有更细分的需求。</p><p>资事堂从最新名单中，试图一探社保基金的海外投资矩阵。</p><p><b>01、海外投资有多大规模？</b></p><p>截至目前，社保基金还未披露2020年的运作报告。</p><p>但从2019年的运作报告可以发现，社保基金的海外投资有非常专业而成体系的布局。</p><p>有一个背景需要交代：社保基金内部有直投团队，亦有将旗下资产“外包”给境内外的机构进行委托管理。</p><p>上述模式在全球主权财富基金中是惯常作法，特别是投向母国以外地区市场，通常会聘用本地化机构进行委托管理。</p><p>截至2019年末，社保基金资产总额2.63万亿元。其中：直接投资资产1.04万亿元，占社保基金资产总额的39.60%；委托投资资产1.59万亿元，占社保基金资产总额的60.40%。</p><p><b>报告期末，社保基金境外投资资产2616.97亿元，占社保基金资产总额的9.96%。</b></p><p>从上述年报数据中，可以看出境外投资比例近10%。</p><p>投资范围包括哪些呢？</p><p>年报披露：经批准的境外投资范围包括银行存款、银行票据、大额可转让存单等货币市场产品、债券、股票、证券投资基金，以及用于风险管理的掉期、远期等衍生金融工具等。</p><p>值得注意的是，年报还提出“<b>加强境外市场跟踪研究，优化境外投资结构，丰富境外债券投资策略。</b>”</p><p><b>02、前后四次选聘海外机构</b></p><p>据公开报道，社保基金曾有过四次公开选聘海外管理人，分别是2006年、2008年、2012年和2020年。</p><p>2020年三季度，社保基金公开选聘境外投资管理人的条件，委托的资金均采用股票型策略，分别为全球责任投资、日本股票主动管理和全球科技股票主动策略。</p><p>具体要求包括：财务稳健，资信良好；经营资产管理业务达6年以上，管理的资产不少于50亿美元；从业人员符合所在国家或者地区的有关从业资格要求；有健全的治理结构和完善的内控制度；过去3年未受到所在国家或者地区监管机构的重大处罚等。</p><p>据社保基金官网，2012年曾选出12家全球管理人，涉及多资产类别配置型产品、新兴市场本币债产品、自然资源股票产品、全球不动产股票产品等。</p><p>追溯到2012年之前的委托情况，还涉及其他策略包括：中国海外股票积极型、中国香港股票积极型、亚太（日本除外）的股票积极型、新兴市场股票积极型、欧洲股票积极型、全球股票积极型、美国股票指数增强型、全球债券积极型以及外汇现金管理。</p><p>一定程度上，每次选聘会增加一些策略需求。2020年的选聘增加了对ESG责任投资、日本股市阿尔法以及全球科技股的挖掘需求。</p><p><b>03、37位“海外神枪手”</b></p><p>如下图所示，总计37家海外买方成为社保基金的境外委托管理机构。</p><p><img src=\"https://static.tigerbbs.com/d43885330ffccc0acf79c52d1673503b\" tg-width=\"830\" tg-height=\"716\"><img src=\"https://static.tigerbbs.com/5dad94698285c54e2234ffd25f99e68f\" tg-width=\"833\" tg-height=\"531\"></p><p>其中，不乏多个大牌机构，比如PIMCO、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、施罗德、路博迈、道富环球、普信资产等机构。</p><p>还包括中国本土成立的机构，包括博时基金、大成基金及其香港子公司、汇添富基金及其香港子公司。</p><p>值得注意的是，社保基金还委托了一只“联合作战团队”，即<a href=\"https://laohu8.com/S/UBS\">瑞银</a>资管和<a href=\"https://laohu8.com/S/601995\">中金公司</a>组成的联合投资团队。</p><p>上图中多个机构曾经承担中国海外股票的投资。</p><p>据悉，施罗德投资、博时基金、霸菱资产 (Baring)在2008年起曾担任中国海外股票积极型产品投资管理人。</p><p>除了上文提及的对二级市场股票、债券资产的投资，社保基金也对另类资产有浓厚兴趣。</p><p>受托名单中，AEW资本管理公司、AMP安保资本以及欧洲投资者投资管理公司是不动产投资的巨头，2012年起就成为社保的受托机构。</p><p>其中，AEW资本管理公司核心投资策略包括在所有主要大都市市场的主要房地产领域（办公室、工业、零售、多户住宅）的房地产投资；AMP安保资本是全球十大基础设施投资者之一，也是亚太地区最大的直接房地产基金管理公司之一。</p><p>社保基金的委托名单中，还有多家机构的股票投资量化色彩浓厚。</p><p>资料显示，安盛罗森堡投资官网称：自1985年以来，该公司一直是量化投资的代名词。我们是最初的量化初创公司之一，也是最早开发高级基本数据模型以分析数百万个数据点以识别投资机会的公司之一。</p><p>骏利英达资产管理有限公司也强调，自身采用基于数学方程的独特定量方法，数学方程基于对实际价格变动的观察，而不是对公司未来业绩的主观预测。</p><p>值得注意的是，社保基金还挖掘了“隐形冠军”，这类投资机构创造了很多细分主题策略。</p><p>Newton投资管理公司就是一例。</p><p>该机构的投资逻辑为相信某些关键因素将有助于塑造未来几年的投资格局，据此创设了九大投资主题策略：净效应、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>革命、地球问题、金融化、国家干预、中国影响力、消费者力量、人口动态和健康需求。</p><p>该机构称：上市主题包括技术变革带来的破坏、消费者力量的增强、气候变化的影响以及中国影响，预示着可能会持续一段时间的长期结构性趋势。</p><p>这家机构进一步指出：投资主题促进我们自上而下和自下而上的创意产生过程。帮助塑造我们的投资前景和定位方面发挥着重要作用。在投资过程中采用主题不仅提醒我们潜在的机会，而且有助于突出可能的风险。</p>","source":"lsy1568174316590","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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社保基金“海外神枪手”曝光：只有你想不到，没有它请不到\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 10:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>万亿社保基金的“海外神枪手”名单曝光！据悉，全国社会保障基金会境外委托管理机构总计37家，有多个投资领域的“隐形冠军”。去年三季度，社保基金开始选聘境外投资机构，这是历史上第四次公开选聘。对比上一轮受托机构名单，社保基金海外投资版图扩张，对投资策略亦有更细分的需求。资事堂从最新名单中，试图一探社保基金的海外投资矩阵。01、海外投资有多大规模？截至目前，社保基金还未披露2020年的运作报告。但从...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e39b7494f3eb57460a89ef906965a348","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141795259","content_text":"万亿社保基金的“海外神枪手”名单曝光！据悉，全国社会保障基金会境外委托管理机构总计37家，有多个投资领域的“隐形冠军”。去年三季度，社保基金开始选聘境外投资机构，这是历史上第四次公开选聘。对比上一轮受托机构名单，社保基金海外投资版图扩张，对投资策略亦有更细分的需求。资事堂从最新名单中，试图一探社保基金的海外投资矩阵。01、海外投资有多大规模？截至目前，社保基金还未披露2020年的运作报告。但从2019年的运作报告可以发现，社保基金的海外投资有非常专业而成体系的布局。有一个背景需要交代：社保基金内部有直投团队，亦有将旗下资产“外包”给境内外的机构进行委托管理。上述模式在全球主权财富基金中是惯常作法，特别是投向母国以外地区市场，通常会聘用本地化机构进行委托管理。截至2019年末，社保基金资产总额2.63万亿元。其中：直接投资资产1.04万亿元，占社保基金资产总额的39.60%；委托投资资产1.59万亿元，占社保基金资产总额的60.40%。报告期末，社保基金境外投资资产2616.97亿元，占社保基金资产总额的9.96%。从上述年报数据中，可以看出境外投资比例近10%。投资范围包括哪些呢？年报披露：经批准的境外投资范围包括银行存款、银行票据、大额可转让存单等货币市场产品、债券、股票、证券投资基金，以及用于风险管理的掉期、远期等衍生金融工具等。值得注意的是，年报还提出“加强境外市场跟踪研究，优化境外投资结构，丰富境外债券投资策略。”02、前后四次选聘海外机构据公开报道，社保基金曾有过四次公开选聘海外管理人，分别是2006年、2008年、2012年和2020年。2020年三季度，社保基金公开选聘境外投资管理人的条件，委托的资金均采用股票型策略，分别为全球责任投资、日本股票主动管理和全球科技股票主动策略。具体要求包括：财务稳健，资信良好；经营资产管理业务达6年以上，管理的资产不少于50亿美元；从业人员符合所在国家或者地区的有关从业资格要求；有健全的治理结构和完善的内控制度；过去3年未受到所在国家或者地区监管机构的重大处罚等。据社保基金官网，2012年曾选出12家全球管理人，涉及多资产类别配置型产品、新兴市场本币债产品、自然资源股票产品、全球不动产股票产品等。追溯到2012年之前的委托情况，还涉及其他策略包括：中国海外股票积极型、中国香港股票积极型、亚太（日本除外）的股票积极型、新兴市场股票积极型、欧洲股票积极型、全球股票积极型、美国股票指数增强型、全球债券积极型以及外汇现金管理。一定程度上，每次选聘会增加一些策略需求。2020年的选聘增加了对ESG责任投资、日本股市阿尔法以及全球科技股的挖掘需求。03、37位“海外神枪手”如下图所示，总计37家海外买方成为社保基金的境外委托管理机构。其中，不乏多个大牌机构，比如PIMCO、贝莱德、施罗德、路博迈、道富环球、普信资产等机构。还包括中国本土成立的机构，包括博时基金、大成基金及其香港子公司、汇添富基金及其香港子公司。值得注意的是，社保基金还委托了一只“联合作战团队”，即瑞银资管和中金公司组成的联合投资团队。上图中多个机构曾经承担中国海外股票的投资。据悉，施罗德投资、博时基金、霸菱资产 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