展翅超飞的个人主页 - 老虎社区

展翅超飞

展翅超飞

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IP属地：河南

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2主题

0勋章

2020-03-26

$Granite Point Mortgage Trust Inc.(GPMT)$谁开始空了？

2020-03-27

$MFA Financial(MFA)$昨最高2.9，现在2.5左右风险大点

2020-03-27

$MFA Financial(MFA)$还是感觉庄股太明显

2020-03-28

$TOP Ships Inc(TOPS)$这会上车怎么样各位领导

2020-03-26

$Granite Point Mortgage Trust Inc.(GPMT)$这股劲妖风阵阵做多做空都没钱挣

2020-04-03

$神州租车(00699)$多少是低？大家说说

2020-03-11

$Aytu BioScience, Inc.(AYTU)$现在还敢买入吗？

2020-03-27

$Granite Point Mortgage Trust Inc.(GPMT)$敢不敢从新2元开始

2020-03-11

$Tiziana Life Sciences PLC(TLSA)$请教一下各位大神，变的好快怎么买入？

01-23

$Phunware, Inc.(PHUN)$ 0.4以上还能买吗？

2020-03-18

$Biomerica Inc(BMRA)$9.3左右还敢上车吗？各位大神老师

2020-08-11

$蔚来(NIO)$特斯拉的理想就是要有蔚来

2020-03-12

$Document Security Systems Inc(DSS)$新的断融开始了……

2020-03-30

$SuperCom Ltd.(SPCB)$以静制动庄家在思考？

2020-03-25

$MFA Financial(MFA)$庄操作太明显

2020-09-10

打新

9月18日上会！蚂蚁集团：A＋H发行后总股本不低于3003897万股

07-03

不错

@定焦One:谁在挖百度墙角？

05-04

$Beneficient(BENF)$ 谁买的有抱上名来！！！

去老虎APP查看更多动态

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Inc.(PHUN)$ 0.4以上还能买吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/266158868394224","isVote":1,"tweetType":1,"viewCount":2055,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"163509184839100","authorId":"163509184839100","name":"Bensen","avatar":"https://static.laohu8.com/b300dd5abc00f98cb568cec45d17746a","crmLevel":9,"crmLevelSwitch":0},"content":"投机股，只要事情还在继续，就是赌。所以买是机遇和风险都是巨大","text":"投机股，只要事情还在继续，就是赌。所以买是机遇和风险都是巨大","html":"投机股，只要事情还在继续，就是赌。所以买是机遇和风险都是巨大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229797389197400,"gmtCreate":1697121465595,"gmtModify":1697121466657,"author":{"id":"3494284036100268","authorId":"3494284036100268","name":"展翅超飞","avatar":"https://static.tigerbbs.com/9fe9af04b9c851d9a5b00fd21879a9b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SECO\">$寺库(SECO)$ &nbsp;</a>吃肉 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开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229794675224760","isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324209270,"gmtCreate":1615992259290,"gmtModify":1703496115610,"author":{"id":"3494284036100268","authorId":"3494284036100268","name":"展翅超飞","avatar":"https://static.tigerbbs.com/9fe9af04b9c851d9a5b00fd21879a9b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看看","listText":"看看","text":"看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324209270","repostId":"1119190954","repostType":4,"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976870672,"gmtCreate":1599668277196,"gmtModify":1703819332745,"author":{"id":"3494284036100268","authorId":"3494284036100268","name":"展翅超飞","avatar":"https://static.tigerbbs.com/9fe9af04b9c851d9a5b00fd21879a9b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"软银","listText":"软银","text":"软银","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976870672","repostId":"1100915068","repostType":4,"repost":{"id":"1100915068","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1599649864,"share":"https://www.laohu8.com/m/news/1100915068?lang=&edition=full","pubTime":"2020-09-09 19:11","market":"us","language":"zh","title":"一买就崩！软银3天蒸发880亿！孙正义又凭实力亏钱？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100915068","media":"中国基金报","summary":"当孙正义开始炒股时，美股就崩了。\n近日美国股市连续大跌，有分析称，这是华尔街在围猎孙正义：他刚买入近40亿美元的美股科技龙头看涨期权。\n不出意外，软银也跟着暴跌：这周市值已经蒸发超880亿元。\n对此，","content":"<div>\n<p>当孙正义开始炒股时，美股就崩了。\n近日美国股市连续大跌，有分析称，这是华尔街在围猎孙正义：他刚买入近40亿美元的美股科技龙头看涨期权。\n不出意外，软银也跟着暴跌：这周市值已经蒸发超880亿元。\n对此，有投资人表示，孙正义已经成为反向指标了……\n软银市值3天蒸发880亿\n周一，软银集团日本股价大跌7.2%，创下两个月新低；周二继续大跌7.6%，今天，截至记者发稿，仍暴跌近3%，甚至一度跌至5432...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>一买就崩！软银3天蒸发880亿！孙正义又凭实力亏钱？</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一买就崩！软银3天蒸发880亿！孙正义又凭实力亏钱？\n</h2>\n\n<h4 class=\"meta\">\n\n2020-09-09 19:11 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当孙正义开始炒股时，美股就崩了。\n近日美国股市连续大跌，有分析称，这是华尔街在围猎孙正义：他刚买入近40亿美元的美股科技龙头看涨期权。\n不出意外，软银也跟着暴跌：这周市值已经蒸发超880亿元。\n对此，有投资人表示，孙正义已经成为反向指标了……\n软银市值3天蒸发880亿\n周一，软银集团日本股价大跌7.2%，创下两个月新低；周二继续大跌7.6%，今天，截至记者发稿，仍暴跌近3%，甚至一度跌至5432...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100915068","content_text":"当孙正义开始炒股时，美股就崩了。\n近日美国股市连续大跌，有分析称，这是华尔街在围猎孙正义：他刚买入近40亿美元的美股科技龙头看涨期权。\n不出意外，软银也跟着暴跌：这周市值已经蒸发超880亿元。\n对此，有投资人表示，孙正义已经成为反向指标了……\n软银市值3天蒸发880亿\n周一，软银集团日本股价大跌7.2%，创下两个月新低；周二继续大跌7.6%，今天，截至记者发稿，仍暴跌近3%，甚至一度跌至5432日圆的低点。至此，公司3天暴跌超10%。市值蒸发超1.36万亿日元，约合人民币880亿元。\n\n40亿美元豪赌美股科技龙头\n惨遭华尔街围剿\n为何暴跌？\n这和孙正义炒股有关。\n上周五，据外媒报道，8月份软银集团购入约40亿美元科技股看涨期权。软银被视为导致科技股涨势波动的幕后推手之一，并引发美股交易狂潮。部分科技股的期权交易量创下了有史以来的最大交易量。外媒纷纷称其为“纳斯达克巨鲸（Nasdaq whale）”。\n具体而言，据SEC的监管文件显示，这40亿美元主要集中在五家科技巨头的股票——包括10.4亿美元的亚马逊，谷歌母公司Alphabet的4.75亿美元，2.486亿美元的Adobe和1.89亿美元奈飞等。\n而对于近期跌的最惨的特斯拉，软银也持有超1亿美元市值。软银持有1.229亿美元。\n\n据《华尔街日报》(The Wall Street Journal)报道，这带来约500亿美元的敞口。如此大的规模意味着，如果市场朝着有利的方向发展，软银可能大赚一笔；但如果科技股像上周末前那样下跌，软银可能会损失一大笔期权预付款。\n然而，美股却在近日连日暴跌。\n9月8日晚，美股收盘，三大指数大幅下挫，纳指收跌4.11%，道指收跌2.25%，标普500指数收跌2.78%。几大科技股几乎全部凉凉，其中，孙正义10亿美元豪赌的亚马逊，跌4.39%，谷歌跌3.69%，奈飞跌1.75%，特斯拉则暴跌21%。\n\n而这并非美股首日暴跌，上周，美股已经连日惨遭血洗。\n“甚至比软银的实际风险还高，这确实令人感到不安，”新加坡联合第一合伙人（United First Partners）亚洲研究负责人唐静说。\n有分析称，这一轮暴跌实则是华尔街在围猎孙正义。对此，软银发言人不予置评。\n评论：孙正义已成反向指标？\n对此，网友纷纷表示，孙正义想薅华尔街的羊毛不容易，反而被割韭菜。\n\n而金沙江创投朱啸虎也在朋友圈对此评价称，“简直已经成为反向指标了”。\n\n而此前，孙正义在一级市场损失惨重。仅2020上半年，他的投资版图中就已有三家公司宣布破产。截至今年3月31日的2019财年财报， 愿景基金巨亏1100亿。这是软银15年来的首次亏损，也是公司成立以来的最严重亏损。\n软银首席合规官离职\n与此同时，消息传出，软银的首席合规官离职。\n9月9日，软银集团首席合规官查德·芬特里斯（Chad Fentress）宣布离职。他在LinkedIn上的资料已经变更为Novare咨询公司创始人。软银投资的共享办公创业公司WeWork发言人称，芬特里斯也空出了该公司的董事职位。芬特里斯今年早些时候被委任为WeWork董事，后于9月1日离职。","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976870182,"gmtCreate":1599668179146,"gmtModify":1703819332059,"author":{"id":"3494284036100268","authorId":"3494284036100268","name":"展翅超飞","avatar":"https://static.tigerbbs.com/9fe9af04b9c851d9a5b00fd21879a9b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"打新","listText":"打新","text":"打新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976870182","repostId":"1144495099","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947058618,"gmtCreate":1597153581034,"gmtModify":1704214663210,"author":{"id":"3494284036100268","authorId":"3494284036100268","name":"展翅超飞","avatar":"https://static.tigerbbs.com/9fe9af04b9c851d9a5b00fd21879a9b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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22:49","market":"sh","language":"zh","title":"9月18日上会！蚂蚁集团：A＋H发行后总股本不低于3003897万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1144495099","media":"老虎资讯综合","summary":"9月9日，科创板上市委：蚂蚁集团首发9月18日上会。蚂蚁科技集团股份有限公司披露首次公开发行股票并在科创板上市招股说明书。本次A股发行、H股首次公开发行中发行的新股数量合计不低于A股和H股发行后总股本","content":"<p>9月9日，科创板上市委：蚂蚁集团首发9月18日上会。</p><p>蚂蚁科技集团股份有限公司披露首次公开发行股票并在科创板上市招股说明书。本次A股发行、H股首次公开发行中发行的新股数量合计不低于A股和H股发行后总股本的10%。本次A股发行和H股发行后总股本不低于3,003,897万股。</p><p>招股书重大事项提示，目前公司与阿里巴巴集团业务定位存在差异，并不存在实质性竞争，但双方未来都可能进入现有业务范围之外新的业务领域，从而在这些新的业务领域产生竞争。</p><p>招股书称，根据《股权和资产购买协议》，除若干双方同意的例外情形或征得对方同意外，蚂蚁集团不得从事阿里巴巴集团不时从事的业务或其合理延伸，阿里巴巴集团也不得从事蚂蚁集团业务范围内的业务活动。因此，若未来公司业务扩张涉足的领域被视为阿里巴巴集团从事的业务或其合理延伸，则公司的业务扩张将受到影响。阿里巴巴集团目前从事的业务范围广泛且不断扩张，公司业务拓展的空间可能因此受到限制。</p><p><b>蚂蚁集团第二轮问询回复：重申无可比公司 支付宝月度活跃用户超7亿</b></p><p>9月9日晚间，在回复完首轮问询后的第三天，蚂蚁集团披露了第二轮问询回复函。</p><p>相比第一轮问询的21个问题，此次问询仅包括监管政策变化、市场竞争情况、股份支付、H股信息披露和重大事项提示等5个问题。</p><p>在监管政策变化中，针对“民间借贷利率司法保护上限”、“金控准入管理”等外界高度关注的政策新规，蚂蚁集团首次披露了三个经营原则：普惠、开放平台模式、守正创新。其次，有关于市场竞争情况，蚂蚁重申无可比公司。</p><p><b>首次披露三个经营原则</b></p><p>近期，围绕着金融领域的政策新规动作频繁。</p><p>上周，国务院常务会通过《关于实施金融控股公司准入管理的决定》；8月20日，最高法宣布关于民间借贷利率上限司法保护执行新规。</p><p>面对不断变化的监管政策，蚂蚁集团表示，第一是坚持普惠，根据蚂蚁的回复内容，其致力于建设金融服务的“毛细血管”，为金融机构经营的“主动脉”提供有力补充，共同实现普惠、可持续发展的社会目标。第二是坚持平台开放模式：公司为金融机构提供平台与工具，帮助金融机构向未被充分服务的消费者和小微经营者提供普惠金融服务，并帮助金融机构更好地管理风险。第三是守正创新。在创新的同时，始终严格遵守届时适用的法律、法规及相关政策，致力于防范系统性金融风险，坚持用户信息及个人隐私保护等。</p><p>蚂蚁称，尽管相关监管体制、法律法规和政策不断变化，但其将始终围绕上述原则开展业务，现有业务和合作模式在实质上将保持一致性和延续性。</p><p><b>重申无可比公司</b></p><p>在可比公司情况中，蚂蚁集团在招股书中并未提及，在首轮问询中，蚂蚁集团仍然表示，公司在中国以及全球范围内暂无直接可比公司。第二次问询再次问及市场竞争情况，并要求公司区分各业务板块，进一步补充披露与境内外主要同行业可比公司的竞争优劣势情况，以及在衡量核心竞争力的关键业务数据、指标等方面的比较情况。</p><p>蚂蚁集团重申，在数字支付与商家服务领域，在全球范围内提供支付服务的企业较多，国内市场由<a href=\"https://laohu8.com/S/00700\">腾讯</a>运营的微信支付也提供类似的数字支付服务，但这些企业提供的支付服务和公司数字支付与商家服务业务存在一定差异，并不具有可比性。</p><p>在该领域，衡量公司与其他企业核心竞争力的关键要素及相关业务数据、指标主要包括 ：平台服务的消费者和商家规模及活跃度，丰富的支付场景、高质量的用户体验及商家增值服务能力，支付服务的技术能力等。其中，蚂蚁集团披露一个数据显示，截至2020年6月，支付宝APP的月度活跃用户达7.11亿、月度活跃商家超过8000万。</p><p>在数字金融科技平台领域，蚂蚁集团表示目前也并无可比公司。若出现相当的可比公司，衡量公司与其他企业核心竞争力的关键要素及相关业务数据、指标除平台服务的消费者和商家规模及活跃度外，还主要包括与金融机构及其他合作伙伴创造价值的能力，包括但不限于：平台合作的金融机构广度、深度及合作业务规模，合作金融机构在平台上的创新安排，平台上提供的产品种类丰富度。</p><p>蚂蚁集团披露的数据显示，截至2020年6月30日，公司与超过350家金融机构就数字金融服务展开合作，包括约100家银行、约170家资产管理公司及约90家保险机构。</p><p>在创新业务及其他领域，由于公司的蚂蚁链技术服务、金融云技术服务等涉及的相关技术均属于业内较为创新的技术应用，且行业整体对该等新技术的商业化模式(包括具体服务对象、服务内容、收入模式等)仍在探索早期，因此该业务板块目前尚无行业内成熟的可比公司。</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\" 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#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\">\n9月18日上会！蚂蚁集团：A＋H发行后总股本不低于3003897万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-09-09 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月9日，科创板上市委：蚂蚁集团首发9月18日上会。</p><p>蚂蚁科技集团股份有限公司披露首次公开发行股票并在科创板上市招股说明书。本次A股发行、H股首次公开发行中发行的新股数量合计不低于A股和H股发行后总股本的10%。本次A股发行和H股发行后总股本不低于3,003,897万股。</p><p>招股书重大事项提示，目前公司与阿里巴巴集团业务定位存在差异，并不存在实质性竞争，但双方未来都可能进入现有业务范围之外新的业务领域，从而在这些新的业务领域产生竞争。</p><p>招股书称，根据《股权和资产购买协议》，除若干双方同意的例外情形或征得对方同意外，蚂蚁集团不得从事阿里巴巴集团不时从事的业务或其合理延伸，阿里巴巴集团也不得从事蚂蚁集团业务范围内的业务活动。因此，若未来公司业务扩张涉足的领域被视为阿里巴巴集团从事的业务或其合理延伸，则公司的业务扩张将受到影响。阿里巴巴集团目前从事的业务范围广泛且不断扩张，公司业务拓展的空间可能因此受到限制。</p><p><b>蚂蚁集团第二轮问询回复：重申无可比公司 支付宝月度活跃用户超7亿</b></p><p>9月9日晚间，在回复完首轮问询后的第三天，蚂蚁集团披露了第二轮问询回复函。</p><p>相比第一轮问询的21个问题，此次问询仅包括监管政策变化、市场竞争情况、股份支付、H股信息披露和重大事项提示等5个问题。</p><p>在监管政策变化中，针对“民间借贷利率司法保护上限”、“金控准入管理”等外界高度关注的政策新规，蚂蚁集团首次披露了三个经营原则：普惠、开放平台模式、守正创新。其次，有关于市场竞争情况，蚂蚁重申无可比公司。</p><p><b>首次披露三个经营原则</b></p><p>近期，围绕着金融领域的政策新规动作频繁。</p><p>上周，国务院常务会通过《关于实施金融控股公司准入管理的决定》；8月20日，最高法宣布关于民间借贷利率上限司法保护执行新规。</p><p>面对不断变化的监管政策，蚂蚁集团表示，第一是坚持普惠，根据蚂蚁的回复内容，其致力于建设金融服务的“毛细血管”，为金融机构经营的“主动脉”提供有力补充，共同实现普惠、可持续发展的社会目标。第二是坚持平台开放模式：公司为金融机构提供平台与工具，帮助金融机构向未被充分服务的消费者和小微经营者提供普惠金融服务，并帮助金融机构更好地管理风险。第三是守正创新。在创新的同时，始终严格遵守届时适用的法律、法规及相关政策，致力于防范系统性金融风险，坚持用户信息及个人隐私保护等。</p><p>蚂蚁称，尽管相关监管体制、法律法规和政策不断变化，但其将始终围绕上述原则开展业务，现有业务和合作模式在实质上将保持一致性和延续性。</p><p><b>重申无可比公司</b></p><p>在可比公司情况中，蚂蚁集团在招股书中并未提及，在首轮问询中，蚂蚁集团仍然表示，公司在中国以及全球范围内暂无直接可比公司。第二次问询再次问及市场竞争情况，并要求公司区分各业务板块，进一步补充披露与境内外主要同行业可比公司的竞争优劣势情况，以及在衡量核心竞争力的关键业务数据、指标等方面的比较情况。</p><p>蚂蚁集团重申，在数字支付与商家服务领域，在全球范围内提供支付服务的企业较多，国内市场由<a href=\"https://laohu8.com/S/00700\">腾讯</a>运营的微信支付也提供类似的数字支付服务，但这些企业提供的支付服务和公司数字支付与商家服务业务存在一定差异，并不具有可比性。</p><p>在该领域，衡量公司与其他企业核心竞争力的关键要素及相关业务数据、指标主要包括 ：平台服务的消费者和商家规模及活跃度，丰富的支付场景、高质量的用户体验及商家增值服务能力，支付服务的技术能力等。其中，蚂蚁集团披露一个数据显示，截至2020年6月，支付宝APP的月度活跃用户达7.11亿、月度活跃商家超过8000万。</p><p>在数字金融科技平台领域，蚂蚁集团表示目前也并无可比公司。若出现相当的可比公司，衡量公司与其他企业核心竞争力的关键要素及相关业务数据、指标除平台服务的消费者和商家规模及活跃度外，还主要包括与金融机构及其他合作伙伴创造价值的能力，包括但不限于：平台合作的金融机构广度、深度及合作业务规模，合作金融机构在平台上的创新安排，平台上提供的产品种类丰富度。</p><p>蚂蚁集团披露的数据显示，截至2020年6月30日，公司与超过350家金融机构就数字金融服务展开合作，包括约100家银行、约170家资产管理公司及约90家保险机构。</p><p>在创新业务及其他领域，由于公司的蚂蚁链技术服务、金融云技术服务等涉及的相关技术均属于业内较为创新的技术应用，且行业整体对该等新技术的商业化模式(包括具体服务对象、服务内容、收入模式等)仍在探索早期，因此该业务板块目前尚无行业内成熟的可比公司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144495099","content_text":"9月9日，科创板上市委：蚂蚁集团首发9月18日上会。蚂蚁科技集团股份有限公司披露首次公开发行股票并在科创板上市招股说明书。本次A股发行、H股首次公开发行中发行的新股数量合计不低于A股和H股发行后总股本的10%。本次A股发行和H股发行后总股本不低于3,003,897万股。招股书重大事项提示，目前公司与阿里巴巴集团业务定位存在差异，并不存在实质性竞争，但双方未来都可能进入现有业务范围之外新的业务领域，从而在这些新的业务领域产生竞争。招股书称，根据《股权和资产购买协议》，除若干双方同意的例外情形或征得对方同意外，蚂蚁集团不得从事阿里巴巴集团不时从事的业务或其合理延伸，阿里巴巴集团也不得从事蚂蚁集团业务范围内的业务活动。因此，若未来公司业务扩张涉足的领域被视为阿里巴巴集团从事的业务或其合理延伸，则公司的业务扩张将受到影响。阿里巴巴集团目前从事的业务范围广泛且不断扩张，公司业务拓展的空间可能因此受到限制。蚂蚁集团第二轮问询回复：重申无可比公司 支付宝月度活跃用户超7亿9月9日晚间，在回复完首轮问询后的第三天，蚂蚁集团披露了第二轮问询回复函。相比第一轮问询的21个问题，此次问询仅包括监管政策变化、市场竞争情况、股份支付、H股信息披露和重大事项提示等5个问题。在监管政策变化中，针对“民间借贷利率司法保护上限”、“金控准入管理”等外界高度关注的政策新规，蚂蚁集团首次披露了三个经营原则：普惠、开放平台模式、守正创新。其次，有关于市场竞争情况，蚂蚁重申无可比公司。首次披露三个经营原则近期，围绕着金融领域的政策新规动作频繁。上周，国务院常务会通过《关于实施金融控股公司准入管理的决定》；8月20日，最高法宣布关于民间借贷利率上限司法保护执行新规。面对不断变化的监管政策，蚂蚁集团表示，第一是坚持普惠，根据蚂蚁的回复内容，其致力于建设金融服务的“毛细血管”，为金融机构经营的“主动脉”提供有力补充，共同实现普惠、可持续发展的社会目标。第二是坚持平台开放模式：公司为金融机构提供平台与工具，帮助金融机构向未被充分服务的消费者和小微经营者提供普惠金融服务，并帮助金融机构更好地管理风险。第三是守正创新。在创新的同时，始终严格遵守届时适用的法律、法规及相关政策，致力于防范系统性金融风险，坚持用户信息及个人隐私保护等。蚂蚁称，尽管相关监管体制、法律法规和政策不断变化，但其将始终围绕上述原则开展业务，现有业务和合作模式在实质上将保持一致性和延续性。重申无可比公司在可比公司情况中，蚂蚁集团在招股书中并未提及，在首轮问询中，蚂蚁集团仍然表示，公司在中国以及全球范围内暂无直接可比公司。第二次问询再次问及市场竞争情况，并要求公司区分各业务板块，进一步补充披露与境内外主要同行业可比公司的竞争优劣势情况，以及在衡量核心竞争力的关键业务数据、指标等方面的比较情况。蚂蚁集团重申，在数字支付与商家服务领域，在全球范围内提供支付服务的企业较多，国内市场由腾讯运营的微信支付也提供类似的数字支付服务，但这些企业提供的支付服务和公司数字支付与商家服务业务存在一定差异，并不具有可比性。在该领域，衡量公司与其他企业核心竞争力的关键要素及相关业务数据、指标主要包括 ：平台服务的消费者和商家规模及活跃度，丰富的支付场景、高质量的用户体验及商家增值服务能力，支付服务的技术能力等。其中，蚂蚁集团披露一个数据显示，截至2020年6月，支付宝APP的月度活跃用户达7.11亿、月度活跃商家超过8000万。在数字金融科技平台领域，蚂蚁集团表示目前也并无可比公司。若出现相当的可比公司，衡量公司与其他企业核心竞争力的关键要素及相关业务数据、指标除平台服务的消费者和商家规模及活跃度外，还主要包括与金融机构及其他合作伙伴创造价值的能力，包括但不限于：平台合作的金融机构广度、深度及合作业务规模，合作金融机构在平台上的创新安排，平台上提供的产品种类丰富度。蚂蚁集团披露的数据显示，截至2020年6月30日，公司与超过350家金融机构就数字金融服务展开合作，包括约100家银行、约170家资产管理公司及约90家保险机构。在创新业务及其他领域，由于公司的蚂蚁链技术服务、金融云技术服务等涉及的相关技术均属于业内较为创新的技术应用，且行业整体对该等新技术的商业化模式(包括具体服务对象、服务内容、收入模式等)仍在探索早期，因此该业务板块目前尚无行业内成熟的可比公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323520344993936,"gmtCreate":1720006716297,"gmtModify":1720006717940,"author":{"id":"3494284036100268","authorId":"3494284036100268","name":"展翅超飞","avatar":"https://static.tigerbbs.com/9fe9af04b9c851d9a5b00fd21879a9b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323520344993936","repostId":"323426788855880","repostType":1,"repost":{"id":323426788855880,"gmtCreate":1719970630003,"gmtModify":1719972858988,"author":{"id":"3514186283987799","authorId":"3514186283987799","name":"定焦One","avatar":"https://static.tigerbbs.com/c015af35fdf077bcf5be14ccb82f1598","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"谁在挖百度墙角？","htmlText":"定焦（dingjiaoone）原创 作者 | 黎明 编辑 | 魏佳 百度，又被人怼了。 在前不久的一场企业家论坛上，钉钉总裁叶军吐槽百度：搜索出的满是广告，而ChatGPT给出的答案是精准的，没有广告的干扰。他认为，百度这类传统搜索引擎，正面临着前所未有的挑战。他专门提到一句： “如果百度再不改进，我估计大家只会用小红书等更实用的平台，而不再使用百度了。” 批评百度，并不是什么新鲜事，BAT的阵营早已瓦解，百度巅峰不再。 制图 / 定焦，数据截至2024年6月30日 叶军的这番话也是有立场的，毕竟，阿里投资了小红书。另外，阿里和百度正在大模型赛道短兵相接，钉钉在做AI搜索，时不时给对手泼点冷水。 不过，叶军的确指出了一个现实：越来越多的人把小红书当成搜索工具用，一些新兴的AI助手也起到了搜索引擎的作用。 很多公司挖过百度的墙角。从当年的今日头条，到今天的小红书，还有腾讯旗下的各种应用，它们抢用户、分广告，生意越做越大，百度却似乎变化不大。这期间，用户的偏好、广告的流向，都变了。 用户去哪了？ 现在还有人用百度搜索吗？ 有，而且很多。 根据百度披露的数据，截至今年3月底，百度APP的月活跃用户为6.76亿人，比去年同期增加接近2000万人。它在过去三年里，累计净增了1.18亿人。 我国有11亿网民，月活用户超过6亿的APP也就10个左右，其中超过百度的，有微信、淘宝、支付宝、拼多多、抖音、高德。 在通用搜索领域，百度从始至终都是霸主，占据绝大部分市场份额。 但这不意味着用户只用百度。现在很常见的情况是，在小红书搜经验和攻略，在抖音、快手搜视频，在淘宝、京东、拼多多搜商品。这些APP也都有搜索框，搜出来的信息更精准。另外，有各种各样垂类APP供人们获取信息。百度不再是唯一的入口，用户被分流了。 在某些特定的场景，小红书的确可以当成百度用。小红书有两个流量入口，一是发现页，","listText":"定焦（dingjiaoone）原创 作者 | 黎明 编辑 | 魏佳 百度，又被人怼了。 在前不久的一场企业家论坛上，钉钉总裁叶军吐槽百度：搜索出的满是广告，而ChatGPT给出的答案是精准的，没有广告的干扰。他认为，百度这类传统搜索引擎，正面临着前所未有的挑战。他专门提到一句： “如果百度再不改进，我估计大家只会用小红书等更实用的平台，而不再使用百度了。” 批评百度，并不是什么新鲜事，BAT的阵营早已瓦解，百度巅峰不再。 制图 / 定焦，数据截至2024年6月30日 叶军的这番话也是有立场的，毕竟，阿里投资了小红书。另外，阿里和百度正在大模型赛道短兵相接，钉钉在做AI搜索，时不时给对手泼点冷水。 不过，叶军的确指出了一个现实：越来越多的人把小红书当成搜索工具用，一些新兴的AI助手也起到了搜索引擎的作用。 很多公司挖过百度的墙角。从当年的今日头条，到今天的小红书，还有腾讯旗下的各种应用，它们抢用户、分广告，生意越做越大，百度却似乎变化不大。这期间，用户的偏好、广告的流向，都变了。 用户去哪了？ 现在还有人用百度搜索吗？ 有，而且很多。 根据百度披露的数据，截至今年3月底，百度APP的月活跃用户为6.76亿人，比去年同期增加接近2000万人。它在过去三年里，累计净增了1.18亿人。 我国有11亿网民，月活用户超过6亿的APP也就10个左右，其中超过百度的，有微信、淘宝、支付宝、拼多多、抖音、高德。 在通用搜索领域，百度从始至终都是霸主，占据绝大部分市场份额。 但这不意味着用户只用百度。现在很常见的情况是，在小红书搜经验和攻略，在抖音、快手搜视频，在淘宝、京东、拼多多搜商品。这些APP也都有搜索框，搜出来的信息更精准。另外，有各种各样垂类APP供人们获取信息。百度不再是唯一的入口，用户被分流了。 在某些特定的场景，小红书的确可以当成百度用。小红书有两个流量入口，一是发现页，","text":"定焦（dingjiaoone）原创 作者 | 黎明 编辑 | 魏佳 百度，又被人怼了。 在前不久的一场企业家论坛上，钉钉总裁叶军吐槽百度：搜索出的满是广告，而ChatGPT给出的答案是精准的，没有广告的干扰。他认为，百度这类传统搜索引擎，正面临着前所未有的挑战。他专门提到一句： “如果百度再不改进，我估计大家只会用小红书等更实用的平台，而不再使用百度了。” 批评百度，并不是什么新鲜事，BAT的阵营早已瓦解，百度巅峰不再。 制图 / 定焦，数据截至2024年6月30日 叶军的这番话也是有立场的，毕竟，阿里投资了小红书。另外，阿里和百度正在大模型赛道短兵相接，钉钉在做AI搜索，时不时给对手泼点冷水。 不过，叶军的确指出了一个现实：越来越多的人把小红书当成搜索工具用，一些新兴的AI助手也起到了搜索引擎的作用。 很多公司挖过百度的墙角。从当年的今日头条，到今天的小红书，还有腾讯旗下的各种应用，它们抢用户、分广告，生意越做越大，百度却似乎变化不大。这期间，用户的偏好、广告的流向，都变了。 用户去哪了？ 现在还有人用百度搜索吗？ 有，而且很多。 根据百度披露的数据，截至今年3月底，百度APP的月活跃用户为6.76亿人，比去年同期增加接近2000万人。它在过去三年里，累计净增了1.18亿人。 我国有11亿网民，月活用户超过6亿的APP也就10个左右，其中超过百度的，有微信、淘宝、支付宝、拼多多、抖音、高德。 在通用搜索领域，百度从始至终都是霸主，占据绝大部分市场份额。 但这不意味着用户只用百度。现在很常见的情况是，在小红书搜经验和攻略，在抖音、快手搜视频，在淘宝、京东、拼多多搜商品。这些APP也都有搜索框，搜出来的信息更精准。另外，有各种各样垂类APP供人们获取信息。百度不再是唯一的入口，用户被分流了。 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