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2022-09-20

大牛

大佬董承非最新持仓“曝光”：股票仓位“我行我素”

2022-06-08

$AeroClean Technologies, Inc.(AERC)$继续往上炒啊

2022-01-28

$Yoshitsu Co., Ltd.(TKLF)$还有王法吗？跌倒这里

2022-01-27

$Indonesia Energy Corp Ltd.(INDO)$牛逼了

2021-07-02

卧槽

维珍银河老板布兰森比贝索斯早9天先上太空，盘后股价大涨20％

2021-05-24

$Scopus Biopharma Inc.(SCPS)$好猛，不敢搞

2021-04-26

估计💊

高途宣布股票代码将由GSX更变更为GOTU

2021-03-28

牛逼

@陈达美股投资:梦之安魂曲：我来为这惊魂一夜复个盘

2021-03-12

finv,牛逼

2021-02-23

这篇文章不错，转发给大家看

@美股投资网:【两只虚拟/增强现实股】MatterPort 计划借壳 GHVI 上市

2021-02-20

$Churchill Capital Corp IV(CCIV)$马上暴跌

2021-02-11

$Churchill Capital Corp IV(CCIV)$什么情况

2020-12-22

牛逼

ImmunityBio Announces Primary Endpoint Met of Phase 2/3 Trial for BCG Unresponsive Non-Muscle Invasive Bladder Cancer CIS with 72% Complete Response Rate

2020-11-25

没听过

抱歉，原内容已删除

2020-09-03

$Corcept医疗(CORT)$牛逼啊

2020-08-28

$Nutanix Inc.(NTNX)$太牛逼了，怎么也不跌，空头脑残了

2020-03-26

别吹了

抱歉，原内容已删除

去老虎APP查看更多动态

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22:41","market":"sh","language":"zh","title":"大佬董承非最新持仓“曝光”：股票仓位“我行我素”","url":"https://stock-news.laohu8.com/highlight/detail?id=1101610215","media":"资事堂","summary":"投资大佬董承非的首个私募产品管理进入第三个月。他却意外稳住了股票仓位。截至8月末，睿郡承非私募基金的股票仓位维持在39%左右，与上期相比微增5个百分点。对于一位建仓期已经过半的私募基金经理而言，这样细","content":"<html><head></head><body><p>投资大佬董承非的首个私募产品管理进入第三个月。</p><p>他却意外稳住了股票仓位。</p><p>截至8月末，睿郡承非私募基金的股票仓位维持在39%左右，与上期相比微增5个百分点。</p><p>对于一位建仓期已经过半的私募基金经理而言，这样细微的加仓动作几乎等于是“没加仓”。</p><p>他自己也在月报中表示：</p><p><b>8月份没有做大幅度的调整，主要是维持上个月的配置。</b></p><p>对董承非这样的老资格基金经理来说，每一个投资操作都不会随意为之。</p><p>不增不减本身就是一种态度。</p><p><b>01</b></p><p><b>股票仓位“我行我素”</b></p><p>从今年5月成功募集45亿元人民币，并成立相关私募基金开始。</p><p>董承非的“投资操作”就一直沿着“我行我素”的路线行进。</p><p>他是路演中少数否认下半年有大行情的“私募基金经理”（原话是，隆冬已过，春寒料峭）。</p><p>也是在市场反弹中，明确放慢加仓步骤，至今未过四成仓。</p><p>据最新运作报告：董承非的组合是“三分天下”（截至8月末）：</p><p>股票仓位为38.76%，</p><p>证券投资基金17.43%，</p><p>其他类别为44%。</p><p>此外，它还有非常小幅的可转债投资（见下图）。</p><p><img src=\"https://static.tigerbbs.com/214fa8e0096a3f1971f5ff4ec1b784c1\" tg-width=\"374\" tg-height=\"211\" 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}\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大佬董承非最新持仓“曝光”：股票仓位“我行我素”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 22:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/80HSfatU26S5ZpmRhgVK4w><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资大佬董承非的首个私募产品管理进入第三个月。他却意外稳住了股票仓位。截至8月末，睿郡承非私募基金的股票仓位维持在39%左右，与上期相比微增5个百分点。对于一位建仓期已经过半的私募基金经理而言，这样细微的加仓动作几乎等于是“没加仓”。他自己也在月报中表示：8月份没有做大幅度的调整，主要是维持上个月的配置。对董承非这样的老资格基金经理来说，每一个投资操作都不会随意为之。不增不减本身就是一种态度。01...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/80HSfatU26S5ZpmRhgVK4w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/80HSfatU26S5ZpmRhgVK4w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101610215","content_text":"投资大佬董承非的首个私募产品管理进入第三个月。他却意外稳住了股票仓位。截至8月末，睿郡承非私募基金的股票仓位维持在39%左右，与上期相比微增5个百分点。对于一位建仓期已经过半的私募基金经理而言，这样细微的加仓动作几乎等于是“没加仓”。他自己也在月报中表示：8月份没有做大幅度的调整，主要是维持上个月的配置。对董承非这样的老资格基金经理来说，每一个投资操作都不会随意为之。不增不减本身就是一种态度。01股票仓位“我行我素”从今年5月成功募集45亿元人民币，并成立相关私募基金开始。董承非的“投资操作”就一直沿着“我行我素”的路线行进。他是路演中少数否认下半年有大行情的“私募基金经理”（原话是，隆冬已过，春寒料峭）。也是在市场反弹中，明确放慢加仓步骤，至今未过四成仓。据最新运作报告：董承非的组合是“三分天下”（截至8月末）：股票仓位为38.76%，证券投资基金17.43%，其他类别为44%。此外，它还有非常小幅的可转债投资（见下图）。02卯住“公用”和“电信”回顾他的私募投资经历，审慎始终占据主导位置。董承非建仓的第一个月，A股出现了显著反弹，他未有大幅加仓。之后大盘在7月出现调整，大盘股（以沪深300位代表）调整幅度高于中小盘股（以中证500为代表）。他稳步递进仓位。8月市场在震荡一段后继续缓慢下行，董承非仓位消费增加。再来看他重点配置的行业，公用事业公司占到股票仓位的半数，其余以电信服务和工业板块的股票为主。同期它的净值上升2个百分点以上。这个表现和电力板块同期的稳健03这个冬天“不悲观”指数回落之际，董承非为何仍然“无动于衷”呢？我们可以从他最新撰写的月报“行文”寻找答案。不同于此前两份月报，他此次并未与持有人交流A股市场，而是谈及“遥远”的欧洲。他直言：“目前A股投资者似乎比欧洲投资者更加担心这个冬天他们会很难过。自媒体更不用说了，将气氛渲染的也非常到位，非常有图景感。”那么，俄乌冲突激发的地缘事件究竟与中国投资者的有何潜在关系？董承非解释称：欧洲的这个冬天会比A股投资者想象的要好。自从年初开始，欧洲的能源价格就是一路飙升，欧洲人民上上下下为了今年的过冬基本上做了快一年的准备。大家都担心的风险不会成为风险，没有意识到的风险才是真正的风险。“（欧洲）重启煤电对全球煤炭市场的影响，除了情绪上面的影响外，实际影响其实非常小。这几年估计欧洲能够重启的煤电容量应该不会超过18GW，新增的煤炭年消耗量不会超过3000万吨。不到中国年消耗量的1个点。”04继续看好传统能源之所以谈及上述热点话题，背后体现着董承非一个重要投资判断——传统能源同样具备机会。他自6月以来，每次与持有人交流都会提及一个核心话题———新旧能源。6月末，他曾说道：新旧能源板块都表现比较好是矛盾的，也许这其中就蕴含着投资机会，这种矛盾是未来一段时间的重要投资线索。其时，新旧能源大幅反弹，董承非暗示这种“齐涨”难以持续。7月末，他进一步“厘清”投资逻辑，新旧能源从本质上是一种替代关系，这种你好我好的甜蜜期注定只是一个过渡时期。当时，新能源逐步反弹见顶，而传统能源正在绸缪下一步上涨到了8月，董承非的想法进一步明确：“（欧洲）重启煤电对全球市场的影响，除了情绪上面的影响外，实际影响其实非常小。这一定程度解释了这位投资大佬的组合原因。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680073045,"gmtCreate":1654699540191,"gmtModify":1704860158693,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"<a 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Ltd.(INDO)$牛逼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639238320","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156314570,"gmtCreate":1625195191090,"gmtModify":1625196969230,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"卧槽","listText":"卧槽","text":"卧槽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156314570","repostId":"2148873834","repostType":2,"repost":{"id":"2148873834","kind":"highlight","pubTimestamp":1625193662,"share":"https://www.laohu8.com/m/news/2148873834?lang=&edition=full","pubTime":"2021-07-02 10:41","market":"hk","language":"zh","title":"维珍银河老板布兰森比贝索斯早9天先上太空，盘后股价大涨20％","url":"https://stock-news.laohu8.com/highlight/detail?id=2148873834","media":"36氪的朋友们","summary":"维珍银河表示，他们将在社交媒体上对这次太空飞行进行首次直播。","content":"<html><body><div><p>编者按：本文来自<a href=\"https://laohu8.com/S/00700\">腾讯</a>科技，审校：皎晗，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p>\n<p>7月2日消息，当地时间周四太空旅游公司<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>宣布，公司定于7月11日进行太空飞行测试，届时创始人理查德·布兰森(Sir Richard Branson)将搭乘VSS Unity飞船进入太空。</p>\n<p>布兰森的目标是在进入太空的时间上击败同为亿万富翁的杰夫·贝索斯（Jeff Bezos）。据悉，后者计划于7月20日搭乘蓝色起源新谢泼德号火箭进入太空。</p>\n<p>布兰森在一份声明中说：“经过16年多的研究、制造和测试，维珍银河站在了商业太空产业的新前沿，这将为人类打开前往太空的大门，也将永远改变世界。”“我很荣幸能帮助验证未来宇航员的整个旅程，并确保我们能提供人们所期望的维珍特有的客户体验。”</p>\n<p>这将是维珍银河公司的第四次太空飞行测试，也是第一次搭载四名乘员的测试任务。维珍银河最近一次进行太空飞行是在今年5月22日，当时飞船上只有两名飞行员。</p>\n<p>维珍银河股价周四收盘时为43.19美元，在盘后交易中应声上涨超20%。</p>\n<p>维珍银河飞行员戴夫·麦凯和迈克尔·马苏奇负责驾驶此次太空飞行测试中的VSS Unity飞船。与布兰森同行的还有三位维珍银河太空任务专家。他们分别是首席宇航员教员贝丝·摩西（Beth Moses）、首席运营工程师科林·贝内特（Colin Bennett）和政府事务副总裁西莉莎·班德拉（Sirisha Bandla）。</p>\n<p>维珍银河表示，他们将在社交媒体上对这次太空飞行进行首次直播。</p>\n<p>今年6月25日维珍航空宣布，美国联邦航空管理局(FAA)向公司发放许可，允许其在未来太空飞行中搭载乘客。维珍航空计划在2022年初开始将付费乘客送往太空。</p>\n<p>布兰森于2004年创立维珍银河，致力于打造太空旅游业务。</p>\n<p>维珍银河的飞船搭乘大型飞机一道起飞，并在指定高度被释放。飞船会加速到3倍音速以上，然后在80公里高空停留几分钟时间，让乘客体验微重力环境。随后飞船会缓慢翻转，滑翔回地球，并在跑道上着陆。80公里高空是公认的太空边界。</p>\n<p>在亚轨道太空旅游领域，维珍银河的主要竞争对手就是贝索斯的蓝色起源。因为埃隆·马斯克(Elon Musk)的SpaceX能将乘客送往国际空间站等更高轨道位置。</p>\n<p>今年6月贝索斯宣布，他将乘坐蓝色起源公司的新谢泼德号火箭进行首次太空飞行。贝佐斯计划于7月20日升空，他此次旅程的同伴有自己的兄弟，有以2800万美元公开拍下座位的客户，还有传奇航空先驱沃利·芬克（Wally Funk）。</p></div></body></html>","source":"36kr_stock","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>维珍银河老板布兰森比贝索斯早9天先上太空，盘后股价大涨20％</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维珍银河老板布兰森比贝索斯早9天先上太空，盘后股价大涨20％\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 10:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1293049366907272><strong>36氪的朋友们</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按：本文来自腾讯科技，审校：皎晗，36氪经授权发布。\n7月2日消息，当地时间周四太空旅游公司维珍银河宣布，公司定于7月11日进行太空飞行测试，届时创始人理查德·布兰森(Sir Richard Branson)将搭乘VSS Unity飞船进入太空。\n布兰森的目标是在进入太空的时间上击败同为亿万富翁的杰夫·贝索斯（Jeff Bezos）。据悉，后者计划于7月20日搭乘蓝色起源新谢泼德号火箭进入太空...</p>\n\n<a href=\"https://36kr.com/p/1293049366907272\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60fccf8f9fc3dc6df50d92acb49dfde8","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://36kr.com/p/1293049366907272","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148873834","content_text":"编者按：本文来自腾讯科技，审校：皎晗，36氪经授权发布。\n7月2日消息，当地时间周四太空旅游公司维珍银河宣布，公司定于7月11日进行太空飞行测试，届时创始人理查德·布兰森(Sir Richard Branson)将搭乘VSS Unity飞船进入太空。\n布兰森的目标是在进入太空的时间上击败同为亿万富翁的杰夫·贝索斯（Jeff Bezos）。据悉，后者计划于7月20日搭乘蓝色起源新谢泼德号火箭进入太空。\n布兰森在一份声明中说：“经过16年多的研究、制造和测试，维珍银河站在了商业太空产业的新前沿，这将为人类打开前往太空的大门，也将永远改变世界。”“我很荣幸能帮助验证未来宇航员的整个旅程，并确保我们能提供人们所期望的维珍特有的客户体验。”\n这将是维珍银河公司的第四次太空飞行测试，也是第一次搭载四名乘员的测试任务。维珍银河最近一次进行太空飞行是在今年5月22日，当时飞船上只有两名飞行员。\n维珍银河股价周四收盘时为43.19美元，在盘后交易中应声上涨超20%。\n维珍银河飞行员戴夫·麦凯和迈克尔·马苏奇负责驾驶此次太空飞行测试中的VSS Unity飞船。与布兰森同行的还有三位维珍银河太空任务专家。他们分别是首席宇航员教员贝丝·摩西（Beth Moses）、首席运营工程师科林·贝内特（Colin Bennett）和政府事务副总裁西莉莎·班德拉（Sirisha Bandla）。\n维珍银河表示，他们将在社交媒体上对这次太空飞行进行首次直播。\n今年6月25日维珍航空宣布，美国联邦航空管理局(FAA)向公司发放许可，允许其在未来太空飞行中搭载乘客。维珍航空计划在2022年初开始将付费乘客送往太空。\n布兰森于2004年创立维珍银河，致力于打造太空旅游业务。\n维珍银河的飞船搭乘大型飞机一道起飞，并在指定高度被释放。飞船会加速到3倍音速以上，然后在80公里高空停留几分钟时间，让乘客体验微重力环境。随后飞船会缓慢翻转，滑翔回地球，并在跑道上着陆。80公里高空是公认的太空边界。\n在亚轨道太空旅游领域，维珍银河的主要竞争对手就是贝索斯的蓝色起源。因为埃隆·马斯克(Elon Musk)的SpaceX能将乘客送往国际空间站等更高轨道位置。\n今年6月贝索斯宣布，他将乘坐蓝色起源公司的新谢泼德号火箭进行首次太空飞行。贝佐斯计划于7月20日升空，他此次旅程的同伴有自己的兄弟，有以2800万美元公开拍下座位的客户，还有传奇航空先驱沃利·芬克（Wally Funk）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131587445,"gmtCreate":1621867619587,"gmtModify":1621867619587,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SCPS\">$Scopus Biopharma Inc.(SCPS)$</a>好猛，不敢搞","listText":"<a href=\"https://laohu8.com/S/SCPS\">$Scopus Biopharma Inc.(SCPS)$</a>好猛，不敢搞","text":"$Scopus Biopharma 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14:31","market":"us","language":"zh","title":"高途宣布股票代码将由GSX更变更为GOTU","url":"https://stock-news.laohu8.com/highlight/detail?id=1144429146","media":"财经网　","summary":"4月26日，在线教育上市机构高途宣布将从5月6日起公司股票交易代码正式从GSX更换为GOTU。对于高途人来说，“GOTU”不仅仅只是4个字母，不仅仅是股票代码，而是包含多种寓意的象征。GOTU，从此高","content":"<div>\n<p>4月26日，在线教育上市机构高途宣布将从5月6日起公司股票交易代码正式从GSX更换为GOTU。对于高途人来说，“GOTU”不仅仅只是4个字母，不仅仅是股票代码，而是包含多种寓意的象征。GOTU，从此高途。首先，英文取自中文拼音GAOTU，GOTU在发音上和高途一致，意为road to achievement。GOTU谐音高徒，意为best student。高途的意思是人生向上有高途，意味着对于美好...</p>\n\n<a href=\"http://tech.caijing.com.cn/20210426/4760033.shtml\">Web Link</a>\n\n</div>\n","source":"cjw","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>高途宣布股票代码将由GSX更变更为GOTU</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高途宣布股票代码将由GSX更变更为GOTU\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 14:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.caijing.com.cn/20210426/4760033.shtml><strong>财经网　</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月26日，在线教育上市机构高途宣布将从5月6日起公司股票交易代码正式从GSX更换为GOTU。对于高途人来说，“GOTU”不仅仅只是4个字母，不仅仅是股票代码，而是包含多种寓意的象征。GOTU，从此高途。首先，英文取自中文拼音GAOTU，GOTU在发音上和高途一致，意为road to achievement。GOTU谐音高徒，意为best student。高途的意思是人生向上有高途，意味着对于美好...</p>\n\n<a href=\"http://tech.caijing.com.cn/20210426/4760033.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/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{},"source_url":"http://tech.caijing.com.cn/20210426/4760033.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144429146","content_text":"4月26日，在线教育上市机构高途宣布将从5月6日起公司股票交易代码正式从GSX更换为GOTU。对于高途人来说，“GOTU”不仅仅只是4个字母，不仅仅是股票代码，而是包含多种寓意的象征。GOTU，从此高途。首先，英文取自中文拼音GAOTU，GOTU在发音上和高途一致，意为road to achievement。GOTU谐音高徒，意为best student。高途的意思是人生向上有高途，意味着对于美好人生的不懈追求和对于美好教育的全情奉献。再次，代表着公司的教育理念和价值观。G（O） T（O） U，点燃兴趣、培养习惯、塑造人格，代表着公司的教育理念。GOTU，走向更好的你（GO T U），成就客户，代表着高途的价值观。最后，在路径上，从激发GO的力量、提供T（teacher/technology）的场景来实现U（学员）好的结果。GO（Gain  Opportunity） 意味着”前行，专注在一条路走下去。Gain  Opportunities，人生向上，需要主动去“获得机会”，持续追求更美好的“U”你，创造最大的人生复利，获取最大的运气的回报，实现更加美好的人生。高途通过老师和科技的力量，为你（U）服务，强调以用户至上，关注学员全周期在线学习需求，高途将成人业务板块升级为高途学院，而K12板块也在全国8个省市推出了本地网课，在14个市推出了服务中心，更好地为学员提供教学服务，持续提升教研、课程、师资和学员口碑。陈向东在高途品牌战略发布会上强调“名师是我们的DNA，在线教育的核心算法是“持续培养有爱的老师”。高途的使命是“科技让教育更美好“，同样在“从此高途”发布会上，高途资深科学家蒋松发表了《奇点临近——新科技创造新教育》的主题演讲，并发布高途奇点研究院，重新定义三大教育场景，即教学场景的教室、教学内容的课本和教学服务的辅导。高途课堂一直十分重视科技，目前已开发出LEOS互动参与学习系统3.0+、IRC智能复习巩固回放系统3.0，主讲老师和孩子们通过学习系统，利用连麦、抢红包、封“超神”等方式深度互动，营造轻松活跃的课堂氛围，提升孩子的学习积极性。未来高途课堂还将在此基础上利用最新技术不断更新各类学习系统，打造更智能、更有趣、更丰富的在线课堂，提升孩子的学习体验，保证孩子的学习效果。除此之外，高途课堂还研发了在线教研智能化体系，将智能技术深度融入教学,打通智能测评、智能课堂、智能作业等环节，同时还能生成孩子的专项学习报告，基于大数据对孩子进行学习情况记录、学习数据分析、学习专题推荐等，全方位地展示学习效果。高途课堂未来将以5G为底层技术基础，充分融入AI、AR，VR等智能技术，实现线上还原真实课堂场景，增强师生互动力度，点燃孩子学习兴趣，实现360度沉浸式体验教学。高途七年发展历程高途历经多年发展，成为中国第一家在美国上市的K12在线教育公司，也是目前全球市值最高的在线教育上市公司。回望高途的发展历程：高途前身“跟谁学”于2014年6月由陈向东带领创建，团队成员主要由来自新东方等著名教育培训机构及百度、阿里等互联网公司的核心技术骨干组成。2014年7月公司组建视频直播技术团队；10月22日，跟谁学App上线；12月22日，跟谁学PC版上线。2015年3月，跟谁学以自有研发技术就推出了3000多人的在线直播互动大班课；2015年3月30日，公司宣布A轮融资5000万美元，刷新了中国创业公司A轮融资纪录，2015年11月，获得福布斯发布的“福布斯2015中国成长最快科技公司”称号。2016年3月，公司内部孵化“K12在线直播大班课”项目。2017年6月，高途课堂品牌成立，8月公司All in “在线直播大班课”，9月实现单月盈利。2019年6月6日，公司以其品牌名称“跟谁学”成功登陆美国纽约证券交易所（股票代码：GSX），成为中国第一家在美国上市的K12在线教育公司，也是目前全球市值最高的在线教育上市公司。2021年，公司统一聚合品牌名称为“高途”，旗下包括高途课堂、高途学院等产品品牌。财报显示，高途（跟谁学）2020年Q4营收再创新高，收入达22.11亿元，同比增长136.5%，正价课付费人次同比增长107.6%达227.5万。K12在线课程收入即高途课堂收入为19.75亿元，同比增长155.6%， K12在线课程正价课付费人次达到213.9万，同比增长112.8%。2020全年收入71.25亿元，同比增长236.9%，正价课付费人次达587.1万，同比增长168.4%。其中，K12 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happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋势","listText":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋势","text":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋势","images":[{"img":"https://static.tigerbbs.com/bfc343dc78829b8c37c26df97b3e70e9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a29f6db752bc60a14e74623b6f3cfde9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a6cb292355206ed9600651a80a85fb2c","width":"660","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352034941","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328791717,"gmtCreate":1615558029939,"gmtModify":1703490890179,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"finv,牛逼","listText":"finv,牛逼","text":"finv,牛逼","images":[{"img":"https://static.tigerbbs.com/37cfbd8a4b8faac825e3c79986485923","width":"1080","height":"2797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328791717","isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369454725,"gmtCreate":1614072856567,"gmtModify":1614072856567,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369454725","repostId":"360141461","repostType":1,"repost":{"id":360141461,"gmtCreate":1613876200953,"gmtModify":1613876272085,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"【两只虚拟/增强现实股】MatterPort 计划借壳 GHVI 上市","htmlText":"去年8月给大家推荐过一只增强现实股VUZI，当时股价才3.6美元今天盘后已经暴涨到20美元，7倍涨幅，机构Ark基金宣布第一次建仓<a target=\"_blank\" href=\"https://laohu8.com/S/VUZI\">$Vuzix(VUZI)$</a>&nbsp;&nbsp; ，29万股，高位接盘今天，我们美股投资网 TradesMax 再次给大家介绍另外一只借壳上市的虚拟现实第一股&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GHVI\">$Gores Holdings VI Inc(GHVI)$</a>&nbsp;受疫情影响，线上科技股在过去一年完成了基本面的改变，股价也有了质的飞越。 Zoom完成了In-person沟通到线上沟通的转换； Netflix完成了Broadcast到线上媒体的转化； Paypal完成了物理支付向线上支付的转换； Matterport则是完成了建筑物物理勘查向线上勘查的转化。疫情受益，该公司在去年用户基数增长了500%，营收增长87%。 上周，引领建造世界数字化转型的空间数据公司Matterport宣布与Gores Holdings VI已经达成了一项最终协议。在拟议的交易完成后，合并后的公司将被命名为“Matterport，Inc.”。并打算继续在纳斯达克上市，股票代码为“MTTR”。今日，Ritholtz Wealth Management 首席执行官乔希·布朗(Josh Brown)强调了Gores Holdings VI (GHVI) 的New Buy，称这是在玩虚拟化游戏。GHVI股价上涨22.48%，至24.46美元。交易概览合并后的公司预计交易后总企业价值约为23亿美元，总股本价值约为29亿美元，这项交易已获得Gores Holdings VI和Matte","listText":"去年8月给大家推荐过一只增强现实股VUZI，当时股价才3.6美元今天盘后已经暴涨到20美元，7倍涨幅，机构Ark基金宣布第一次建仓<a target=\"_blank\" href=\"https://laohu8.com/S/VUZI\">$Vuzix(VUZI)$</a>&nbsp;&nbsp; ，29万股，高位接盘今天，我们美股投资网 TradesMax 再次给大家介绍另外一只借壳上市的虚拟现实第一股&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GHVI\">$Gores Holdings VI Inc(GHVI)$</a>&nbsp;受疫情影响，线上科技股在过去一年完成了基本面的改变，股价也有了质的飞越。 Zoom完成了In-person沟通到线上沟通的转换； Netflix完成了Broadcast到线上媒体的转化； Paypal完成了物理支付向线上支付的转换； Matterport则是完成了建筑物物理勘查向线上勘查的转化。疫情受益，该公司在去年用户基数增长了500%，营收增长87%。 上周，引领建造世界数字化转型的空间数据公司Matterport宣布与Gores Holdings VI已经达成了一项最终协议。在拟议的交易完成后，合并后的公司将被命名为“Matterport，Inc.”。并打算继续在纳斯达克上市，股票代码为“MTTR”。今日，Ritholtz Wealth Management 首席执行官乔希·布朗(Josh Brown)强调了Gores Holdings VI (GHVI) 的New Buy，称这是在玩虚拟化游戏。GHVI股价上涨22.48%，至24.46美元。交易概览合并后的公司预计交易后总企业价值约为23亿美元，总股本价值约为29亿美元，这项交易已获得Gores Holdings VI和Matte","text":"去年8月给大家推荐过一只增强现实股VUZI，当时股价才3.6美元今天盘后已经暴涨到20美元，7倍涨幅，机构Ark基金宣布第一次建仓$Vuzix(VUZI)$ ，29万股，高位接盘今天，我们美股投资网 TradesMax 再次给大家介绍另外一只借壳上市的虚拟现实第一股 $Gores Holdings VI Inc(GHVI)$ 受疫情影响，线上科技股在过去一年完成了基本面的改变，股价也有了质的飞越。 Zoom完成了In-person沟通到线上沟通的转换； Netflix完成了Broadcast到线上媒体的转化； Paypal完成了物理支付向线上支付的转换； Matterport则是完成了建筑物物理勘查向线上勘查的转化。疫情受益，该公司在去年用户基数增长了500%，营收增长87%。 上周，引领建造世界数字化转型的空间数据公司Matterport宣布与Gores Holdings VI已经达成了一项最终协议。在拟议的交易完成后，合并后的公司将被命名为“Matterport，Inc.”。并打算继续在纳斯达克上市，股票代码为“MTTR”。今日，Ritholtz Wealth Management 首席执行官乔希·布朗(Josh Brown)强调了Gores Holdings VI (GHVI) 的New Buy，称这是在玩虚拟化游戏。GHVI股价上涨22.48%，至24.46美元。交易概览合并后的公司预计交易后总企业价值约为23亿美元，总股本价值约为29亿美元，这项交易已获得Gores Holdings VI和Matte","images":[{"img":"https://static.tigerbbs.com/57c05c8ec8b1202fb3d9af4bc33a028c","width":"688","height":"474"},{"img":"https://static.tigerbbs.com/24745ec739817e144ed743df368d5d79","width":"688","height":"350"},{"img":"https://static.tigerbbs.com/b46079ac05699d008f39570f6008aeba","width":"688","height":"391"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360141461","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387490966,"gmtCreate":1613768140555,"gmtModify":1613785807814,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>马上暴跌","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>马上暴跌","text":"$Churchill Capital Corp IV(CCIV)$马上暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387490966","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381732253,"gmtCreate":1612984321672,"gmtModify":1703768036247,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>什么情况","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>什么情况","text":"$Churchill Capital Corp IV(CCIV)$什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/381732253","isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574791812195366","authorId":"3574791812195366","name":"fqr123","avatar":"https://static.tigerbbs.com/a5b3c840c7cd29672cd21893916829a0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574791812195366","authorIdStr":"3574791812195366"},"content":"公布消息前卖又不死心，怕踏空。这个价位加又怕出幺蛾子，估计出消息前就这么不上不下的震荡了。","text":"公布消息前卖又不死心，怕踏空。这个价位加又怕出幺蛾子，估计出消息前就这么不上不下的震荡了。","html":"公布消息前卖又不死心，怕踏空。这个价位加又怕出幺蛾子，估计出消息前就这么不上不下的震荡了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330867264,"gmtCreate":1608572031158,"gmtModify":1703735563688,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330867264","repostId":"2093327495","repostType":2,"repost":{"id":"2093327495","kind":"news","pubTimestamp":1608548700,"share":"https://www.laohu8.com/m/news/2093327495?lang=&edition=full","pubTime":"2020-12-21 19:05","market":"us","language":"en","title":"ImmunityBio Announces Primary Endpoint Met of Phase 2/3 Trial for BCG Unresponsive Non-Muscle Invasive Bladder Cancer CIS with 72% Complete Response Rate","url":"https://stock-news.laohu8.com/highlight/detail?id=2093327495","media":"Business Wire","summary":"QUILT 3.032 study completes planned enrollment of BCG unresponsive non-muscle invasive bladder cance","content":"<html><body><ul>\n<li>QUILT 3.032 study completes planned enrollment of BCG unresponsive non-muscle invasive bladder cancer CIS<b> </b>cohort with 59% probability of patients maintaining complete response for at least 12 months</li>\n<li>Over 85% of patients in this study have avoided a cystectomy to date</li>\n<li>Breakthrough status for ImmunityBio’s superagonist Anktiva N-803 in this indication</li>\n<li>Biologics License Application filing anticipated in second half of 2021</li>\n</ul>\n<p>ImmunityBio, Inc., a privately-held immunotherapy company, today announced positive data from the first cohort of a pivotal Phase 2/3 trial (QUILT 3.032) for non-muscle invasive bladder cancer in high risk carcinoma in situ (CIS) disease. The data showed 51 out of 71 evaluable patients (72%) had a complete response (at any time) to intravesical BCG plus N-803 (Anktiva), with 59% probability of these patients maintaining a complete response for at least 12 months, with a median duration of complete response of 19.2 months to date.</p>\n<p>With the observed efficacy and only 1% of patients reporting treatment emergent serious adverse events, but none of which were treatment-related, the data support the potential for Anktiva plus BCG as a novel option for BCG unresponsive CIS, a therapeutically challenging disease. Patients with BCG unresponsive CIS disease face surgical removal of the bladder, a procedure fraught with high morbidity and mortality.</p>\n<p>Bladder cancer has a high incidence worldwide; it caused 212,536 deaths and an estimated 573,278 new cases were diagnosed in 2020<sup>1</sup>. In the United States, bladder cancer is the fourth most commonly diagnosed solid malignancy in men and the twelfth for women; The American Cancer Society estimates 80,470 new cases and 17,670 deaths in 2019<sup>2</sup>. Approximately 75-85% of all newly diagnosed cases of bladder cancer are non-muscle invasive bladder cancer (NMIBC)<sup>3</sup>.</p>\n<p>The open-label, three cohort multicenter Phase 2/3 study of intravesical BCG plus Anktiva (N-803) in patients with BCG-unresponsive high-grade NMIBC (NCT03022825) was opened in 2017. The primary endpoint for Cohort A of this Phase 2/3 study is incidence of complete response (CR) of CIS at any time. The FDA had granted Fast Track Designation to the pivotal trial based on Phase I data. In December 2019, the FDA granted ImmunityBio Breakthrough Therapy Designation based on interim Phase 2 data indicating the primary endpoint of the trial was already met.</p>\n<p>\"The high rates of progression and recurrence for NMIBC make it <a href=\"https://laohu8.com/S/AONE\">one</a> of the most expensive cancers to treat. This preliminary data is heartening and provides additional evidence of the potential for ImmunityBio’s Anktiva in treating a serious and potentially fatal cancer, for which the alternative is a highly invasive radical cystectomy,\" said Patrick Soon-Shiong, M.D., Chairman and CEO of ImmunityBio. \"We expect to file a Biologics License Application following a meeting with the FDA in 2021.\"</p>\n<p><b>ImmunityBio’s IL-15 superagonist Anktiva (N-803)</b></p>\n<p>The cytokine interleukin-15 (IL-15) plays a crucial role in the immune system by affecting the development, maintenance, and function of the natural killer (NK) and T cells. N-803 is a novel IL-15 superagonist complex consisting of an IL-15 mutant (IL-15N72D) bound to an IL-15 receptor α/IgG1 Fc fusion protein. N-803 has improved pharmacokinetic properties, longer persistence in lymphoid tissues and enhanced anti-tumor activity compared to native, non-complexed IL-15 in vivo.</p>\n<p>N-803 is currently being evaluated for adult patients in two clinical NMIBC trials. QUILT 2.005 is investigating use of N-803 in combination with BCG for patients with BCG-naïve NMIBC; QUILT 3.032 is studying N-803 in combination with BCG in patients with BCG-unresponsive NMIBC.</p>\n<p><b>The Urgent, Unmet Need to Treat NMIBC and Avoid Cystectomy </b></p>\n<p>For the last 30 years, BCG immunotherapy has been the standard for treating NMIBC. However, disease recurrence and progression rates remain unacceptably high. Standard of care recommendations for these patients include lifetime invasive surveillance and rapid treatment of recurrences, creating a substantial financial burden and drastic impact on quality of life. Of those patients who experience recurrence, approximately 30% will progress and succumb to their disease over a 15-year period, and another 50% will undergo radical cystectomy of the bladder in an attempt to control their disease<sup>4</sup>.</p>\n<p>For high-risk NMIBC patients who are BCG-unresponsive with persistent or recurrent disease, treatment guidelines recommend a surgical procedure called radical cystectomy, a surgery to remove the entire bladder that may require removal of other surrounding organs. In men, removal of the prostate may be necessary, and in women, surgeons may also remove the uterus, fallopian tubes, ovaries and cervix, and occasionally a portion of the vagina. Despite the advent of minimally invasive procedures and robotic techniques, the 90-day mortality and morbidity rates in patients who undergo cystectomy remain unacceptably high at 5.1-8.1% and 28-64%, respectively<sup>5</sup>. Based on this urgent need, FDA published guidance in February 2018 to address BCG unresponsive non-muscle invasive bladder cancer (NMIBC), stating that the goal of therapy in patients with BCG-unresponsive NMIBC is to avoid cystectomy.</p>\n<p><b>NantKwest Transaction</b></p>\n<p>ImmunityBio separately announced today that it has entered into an agreement to combine in a stock-for-stock transaction with <a href=\"https://laohu8.com/S/NK\">NantKwest, Inc.</a> (NASDAQ: NK). The combination will create a leading immunotherapy and cell therapy companies focused on oncology and infectious disease.</p>\n<p><b>About ImmunityBio </b></p>\n<p>ImmunityBio, Inc. is a late-clinical-stage immunotherapy company developing next-generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company’s immunotherapy platform activates both the innate (natural killer cell and macrophage) and adaptive (T-cell) immune systems to create long-term \"immunological memory.\" This novel approach is designed to eliminate the need for high-dose chemotherapy, improve upon the outcomes of current CAR T-cell therapies, and extend beyond checkpoint inhibitors.</p>\n<p>ImmunityBio’s platform is based on the foundation of three separate modalities: antibody cytokine fusion proteins, synthetic immunomodulators, and second-generation human adenovirus (hAd5) vaccine technologies.</p>\n<p>Anktiva™ (ImmunityBio’s lead cytokine infusion protein) is a novel interleukin-15 (IL-15) superagonist complex and has received Breakthrough Therapy and Fast Track Designations from the U.S. Food and Drug Administration (FDA) for BCG-unresponsive CIS non-muscle invasive bladder cancer (NMIBC). The company is also in Phase 2 or 3 trials for indications such as first- and second-line lung cancer, triple-negative breast cancer, metastatic pancreatic cancer, recurrent glioblastoma, and soft tissue sarcoma in combination with the company’s synthetic immune modulator (Aldoxorubicin).</p>\n<p>ImmunityBio is also developing therapies, including vaccines, for the prevention and treatment of HIV, influenza, and the coronavirus SARS-CoV-2 with its second-generation human adenovirus (hAd5) vaccine technologies.</p>\n<p><b>Forward-Looking Statements</b></p>\n<p>This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning or implying that ImmunityBio will be successful in improving the treatment of the novel coronavirus, the timing and results of the clinical development of had5-COVID -19 oral capsule vaccine, or whether ImmunityBio will be successful in gaining regulatory approval of, commercializing or distributing the vaccine. Risks and uncertainties related to these endeavors include, but are not limited to the successful completion of the currently contemplated Phase 1 trials and the currently enrolling Phase 2 trial and subsequent clinical development and FDA approval of the vaccine on the currently anticipated timeline, if at all, as well as manufacturing and distribution challenges., Risks and uncertainties related to this endeavor include, but are not limited to, the company’s beliefs regarding the success, cost, and timing of its development activities and clinical trials.</p>\n<p>Forward-looking statements are based on management’s current expectations and are subject to various risks and uncertainties that could cause actual results to differ materially and adversely from those expressed or implied by such forward-looking statements. Accordingly, these forward-looking statements do not constitute guarantees of future performance, and you are cautioned not to place undue reliance on these forward-looking statements. These forward-looking statements speak only as of the date hereof, and we disclaim any obligation to update these statements except as may be required by law.</p>\n<ol>\n<li>Global cancer statistics: GLOBOCAN estimates of incidence and mortality worldwide for 36 cancers in 185 countries: <span>https://gco.iarc.fr/</span></li>\n<li>https://www.cancer.org/cancer/bladder-cancer/about/key-statistics.html</li>\n<li>https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3263923/</li>\n<li>https://doi.org/10.1016/j.eururo.2018.09.028</li>\n<li>https://doi.org/10.1016/j.eururo.2013.12.018</li>\n</ol>\n\n<p><span>View source version on businesswire.com: </span><span>https://www.businesswire.com/news/home/20201221005299/en/</span></p>\n<p><b>Contacts</b></p>\n<p><b>Investors<br/></b>Sarah Singleton<br/>NantKwest<br/>844-696-5235, Option 5</p>\n<p><b>Media<br/></b>Amy Jobe<br/>LifeSci Advisors<br/>315-879-8192</p></body></html>","source":"yahoofinance","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>ImmunityBio Announces Primary Endpoint Met of Phase 2/3 Trial for BCG Unresponsive Non-Muscle Invasive Bladder Cancer CIS with 72% Complete Response Rate</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\">\nImmunityBio Announces Primary Endpoint Met of Phase 2/3 Trial for BCG Unresponsive Non-Muscle Invasive Bladder Cancer CIS with 72% Complete Response Rate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-21 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/immunitybio-announces-primary-endpoint-met-110500516.html><strong>Business Wire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>QUILT 3.032 study completes planned enrollment of BCG unresponsive non-muscle invasive bladder cancer CIS cohort with 59% probability of patients maintaining complete response for at least 12 months\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/immunitybio-announces-primary-endpoint-met-110500516.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/tqjuELnNPlqQ5Lkfv7d9nw--~B/aD0xNTk7dz00ODA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/n4gZM9ZZ1S9mcyjb1JM6Ug--~B/aD0xNTk7dz00ODA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/business-wire.com/01e1dc0cc8a9f9712620df361bef0c89","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/immunitybio-announces-primary-endpoint-met-110500516.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2093327495","content_text":"QUILT 3.032 study completes planned enrollment of BCG unresponsive non-muscle invasive bladder cancer CIS cohort with 59% probability of patients maintaining complete response for at least 12 months\nOver 85% of patients in this study have avoided a cystectomy to date\nBreakthrough status for ImmunityBio’s superagonist Anktiva N-803 in this indication\nBiologics License Application filing anticipated in second half of 2021\n\nImmunityBio, Inc., a privately-held immunotherapy company, today announced positive data from the first cohort of a pivotal Phase 2/3 trial (QUILT 3.032) for non-muscle invasive bladder cancer in high risk carcinoma in situ (CIS) disease. The data showed 51 out of 71 evaluable patients (72%) had a complete response (at any time) to intravesical BCG plus N-803 (Anktiva), with 59% probability of these patients maintaining a complete response for at least 12 months, with a median duration of complete response of 19.2 months to date.\nWith the observed efficacy and only 1% of patients reporting treatment emergent serious adverse events, but none of which were treatment-related, the data support the potential for Anktiva plus BCG as a novel option for BCG unresponsive CIS, a therapeutically challenging disease. Patients with BCG unresponsive CIS disease face surgical removal of the bladder, a procedure fraught with high morbidity and mortality.\nBladder cancer has a high incidence worldwide; it caused 212,536 deaths and an estimated 573,278 new cases were diagnosed in 20201. In the United States, bladder cancer is the fourth most commonly diagnosed solid malignancy in men and the twelfth for women; The American Cancer Society estimates 80,470 new cases and 17,670 deaths in 20192. Approximately 75-85% of all newly diagnosed cases of bladder cancer are non-muscle invasive bladder cancer (NMIBC)3.\nThe open-label, three cohort multicenter Phase 2/3 study of intravesical BCG plus Anktiva (N-803) in patients with BCG-unresponsive high-grade NMIBC (NCT03022825) was opened in 2017. The primary endpoint for Cohort A of this Phase 2/3 study is incidence of complete response (CR) of CIS at any time. The FDA had granted Fast Track Designation to the pivotal trial based on Phase I data. In December 2019, the FDA granted ImmunityBio Breakthrough Therapy Designation based on interim Phase 2 data indicating the primary endpoint of the trial was already met.\n\"The high rates of progression and recurrence for NMIBC make it one of the most expensive cancers to treat. This preliminary data is heartening and provides additional evidence of the potential for ImmunityBio’s Anktiva in treating a serious and potentially fatal cancer, for which the alternative is a highly invasive radical cystectomy,\" said Patrick Soon-Shiong, M.D., Chairman and CEO of ImmunityBio. \"We expect to file a Biologics License Application following a meeting with the FDA in 2021.\"\nImmunityBio’s IL-15 superagonist Anktiva (N-803)\nThe cytokine interleukin-15 (IL-15) plays a crucial role in the immune system by affecting the development, maintenance, and function of the natural killer (NK) and T cells. N-803 is a novel IL-15 superagonist complex consisting of an IL-15 mutant (IL-15N72D) bound to an IL-15 receptor α/IgG1 Fc fusion protein. N-803 has improved pharmacokinetic properties, longer persistence in lymphoid tissues and enhanced anti-tumor activity compared to native, non-complexed IL-15 in vivo.\nN-803 is currently being evaluated for adult patients in two clinical NMIBC trials. QUILT 2.005 is investigating use of N-803 in combination with BCG for patients with BCG-naïve NMIBC; QUILT 3.032 is studying N-803 in combination with BCG in patients with BCG-unresponsive NMIBC.\nThe Urgent, Unmet Need to Treat NMIBC and Avoid Cystectomy \nFor the last 30 years, BCG immunotherapy has been the standard for treating NMIBC. However, disease recurrence and progression rates remain unacceptably high. Standard of care recommendations for these patients include lifetime invasive surveillance and rapid treatment of recurrences, creating a substantial financial burden and drastic impact on quality of life. Of those patients who experience recurrence, approximately 30% will progress and succumb to their disease over a 15-year period, and another 50% will undergo radical cystectomy of the bladder in an attempt to control their disease4.\nFor high-risk NMIBC patients who are BCG-unresponsive with persistent or recurrent disease, treatment guidelines recommend a surgical procedure called radical cystectomy, a surgery to remove the entire bladder that may require removal of other surrounding organs. In men, removal of the prostate may be necessary, and in women, surgeons may also remove the uterus, fallopian tubes, ovaries and cervix, and occasionally a portion of the vagina. Despite the advent of minimally invasive procedures and robotic techniques, the 90-day mortality and morbidity rates in patients who undergo cystectomy remain unacceptably high at 5.1-8.1% and 28-64%, respectively5. Based on this urgent need, FDA published guidance in February 2018 to address BCG unresponsive non-muscle invasive bladder cancer (NMIBC), stating that the goal of therapy in patients with BCG-unresponsive NMIBC is to avoid cystectomy.\nNantKwest Transaction\nImmunityBio separately announced today that it has entered into an agreement to combine in a stock-for-stock transaction with NantKwest, Inc. (NASDAQ: NK). The combination will create a leading immunotherapy and cell therapy companies focused on oncology and infectious disease.\nAbout ImmunityBio \nImmunityBio, Inc. is a late-clinical-stage immunotherapy company developing next-generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company’s immunotherapy platform activates both the innate (natural killer cell and macrophage) and adaptive (T-cell) immune systems to create long-term \"immunological memory.\" This novel approach is designed to eliminate the need for high-dose chemotherapy, improve upon the outcomes of current CAR T-cell therapies, and extend beyond checkpoint inhibitors.\nImmunityBio’s platform is based on the foundation of three separate modalities: antibody cytokine fusion proteins, synthetic immunomodulators, and second-generation human adenovirus (hAd5) vaccine technologies.\nAnktiva™ (ImmunityBio’s lead cytokine infusion protein) is a novel interleukin-15 (IL-15) superagonist complex and has received Breakthrough Therapy and Fast Track Designations from the U.S. Food and Drug Administration (FDA) for BCG-unresponsive CIS non-muscle invasive bladder cancer (NMIBC). The company is also in Phase 2 or 3 trials for indications such as first- and second-line lung cancer, triple-negative breast cancer, metastatic pancreatic cancer, recurrent glioblastoma, and soft tissue sarcoma in combination with the company’s synthetic immune modulator (Aldoxorubicin).\nImmunityBio is also developing therapies, including vaccines, for the prevention and treatment of HIV, influenza, and the coronavirus SARS-CoV-2 with its second-generation human adenovirus (hAd5) vaccine technologies.\nForward-Looking Statements\nThis press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning or implying that ImmunityBio will be successful in improving the treatment of the novel coronavirus, the timing and results of the clinical development of had5-COVID -19 oral capsule vaccine, or whether ImmunityBio will be successful in gaining regulatory approval of, commercializing or distributing the vaccine. Risks and uncertainties related to these endeavors include, but are not limited to the successful completion of the currently contemplated Phase 1 trials and the currently enrolling Phase 2 trial and subsequent clinical development and FDA approval of the vaccine on the currently anticipated timeline, if at all, as well as manufacturing and distribution challenges., Risks and uncertainties related to this endeavor include, but are not limited to, the company’s beliefs regarding the success, cost, and timing of its development activities and clinical trials.\nForward-looking statements are based on management’s current expectations and are subject to various risks and uncertainties that could cause actual results to differ materially and adversely from those expressed or implied by such forward-looking statements. Accordingly, these forward-looking statements do not constitute guarantees of future performance, and you are cautioned not to place undue reliance on these forward-looking statements. These forward-looking statements speak only as of the date hereof, and we disclaim any obligation to update these statements except as may be required by law.\n\nGlobal cancer statistics: GLOBOCAN estimates of incidence and mortality worldwide for 36 cancers in 185 countries: https://gco.iarc.fr/\nhttps://www.cancer.org/cancer/bladder-cancer/about/key-statistics.html\nhttps://www.ncbi.nlm.nih.gov/pmc/articles/PMC3263923/\nhttps://doi.org/10.1016/j.eururo.2018.09.028\nhttps://doi.org/10.1016/j.eururo.2013.12.018\n\nView source version on businesswire.com: https://www.businesswire.com/news/home/20201221005299/en/\nContacts\nInvestorsSarah SingletonNantKwest844-696-5235, Option 5\nMediaAmy JobeLifeSci Advisors315-879-8192","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393215022,"gmtCreate":1606312332666,"gmtModify":1703842500090,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"没听过","listText":"没听过","text":"没听过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393215022","repostId":"2086022126","repostType":2,"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978925658,"gmtCreate":1599113381474,"gmtModify":1704221549133,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CORT\">$Corcept医疗(CORT)$</a>牛逼啊","listText":"<a href=\"https://laohu8.com/S/CORT\">$Corcept医疗(CORT)$</a>牛逼啊","text":"$Corcept医疗(CORT)$牛逼啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978925658","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973742673,"gmtCreate":1598630286292,"gmtModify":1704219953970,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTNX\">$Nutanix Inc.(NTNX)$</a>太牛逼了，怎么也不跌，空头脑残了","listText":"<a href=\"https://laohu8.com/S/NTNX\">$Nutanix Inc.(NTNX)$</a>太牛逼了，怎么也不跌，空头脑残了","text":"$Nutanix Inc.(NTNX)$太牛逼了，怎么也不跌，空头脑残了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973742673","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929915210,"gmtCreate":1585199448830,"gmtModify":1704357330974,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496005781293605","authorIdStr":"3496005781293605"},"themes":[],"htmlText":"别吹了","listText":"别吹了","text":"别吹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/929915210","repostId":"1116945164","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":381732253,"gmtCreate":1612984321672,"gmtModify":1703768036247,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496005781293605","idStr":"3496005781293605"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>什么情况","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>什么情况","text":"$Churchill Capital Corp IV(CCIV)$什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/381732253","isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574791812195366","authorId":"3574791812195366","name":"fqr123","avatar":"https://static.tigerbbs.com/a5b3c840c7cd29672cd21893916829a0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574791812195366","idStr":"3574791812195366"},"content":"公布消息前卖又不死心，怕踏空。这个价位加又怕出幺蛾子，估计出消息前就这么不上不下的震荡了。","text":"公布消息前卖又不死心，怕踏空。这个价位加又怕出幺蛾子，估计出消息前就这么不上不下的震荡了。","html":"公布消息前卖又不死心，怕踏空。这个价位加又怕出幺蛾子，估计出消息前就这么不上不下的震荡了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639214911,"gmtCreate":1643299230119,"gmtModify":1643299230119,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496005781293605","idStr":"3496005781293605"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TKLF\">$Yoshitsu Co., Ltd.(TKLF)$</a>还有王法吗？跌倒这里","listText":"<a href=\"https://laohu8.com/S/TKLF\">$Yoshitsu Co., Ltd.(TKLF)$</a>还有王法吗？跌倒这里","text":"$Yoshitsu Co., Ltd.(TKLF)$还有王法吗？跌倒这里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639214911","isVote":1,"tweetType":1,"viewCount":3442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929915210,"gmtCreate":1585199448830,"gmtModify":1704357330974,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496005781293605","idStr":"3496005781293605"},"themes":[],"htmlText":"别吹了","listText":"别吹了","text":"别吹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/929915210","repostId":"1116945164","repostType":4,"repost":{"id":"1116945164","kind":"news","pubTimestamp":1585190872,"share":"https://www.laohu8.com/m/news/1116945164?lang=&edition=full","pubTime":"2020-03-26 10:47","market":"us","language":"zh","title":"恐慌中的资本猎手：对冲基金大佬如何将2700万变成26亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1116945164","media":"腾讯财经","summary":"在这一轮美股市场动荡中，有人损失惨重，血流成河，当然也有人成功地利用了恐慌，顺应市场的方向，让自己赚的盆满钵盈，对冲基金Pershing Square Capital（PSC）创始人比尔· 阿克曼（B","content":"<p>在这一轮美股市场动荡中，有人损失惨重，血流成河，当然也有人成功地利用了恐慌，顺应市场的方向，让自己赚的盆满钵盈，对冲基金Pershing Square Capital（PSC）创始人比尔· 阿克曼（Bill Ackman）就是其中之一。</p>\n<p><img src=\"https://static.tigerbbs.com/dac68cf363411ae9b47ff5f17d7ea4a0\"></p>\n<p>3月25日，PSC在其官网上发布声明宣布，已经退出之前一轮对冲操作，获得投资收益26亿美元，这笔对冲交易的成本（包括佣金）是2700万美元。单就这笔交易而言，阿克曼在大约不到一个月的时间内，就实现了投资回报接近100倍。</p>\n<p><img src=\"https://static.tigerbbs.com/784fe2af372793bf945aea7f6d979bc4\"></p>\n<p>（Pershing Square Capital发表声明，宣布结束一轮对冲操作）</p>\n<p>阿克曼的这一轮“神操作”，可以说是从策略的实施、执行、到影响市场的情绪以及把握进入和退出时机一系列完美结合所带来的结果，我们可以简单回顾一下他是如何做到的：</p>\n<p>首先，在2月底，当市场中的信用利差（credit spread）在大约处于历史最低水平时，阿克曼大举买入投资级和高息信用利差产品，由于信用利差处在极低水平，因而在未来上涨可能性远高于下跌可能性。</p>\n<p>信用利差简言之就是不同债券产品收益率的差异，当一支债券信用状况变差时，投资者所要求的回报补偿更多，因而其收益率要求会更高，信用利差随之扩大，因而阿克曼所押注的信用利差产品，在市场信用状况变差，投资者对信用状况产生担忧时，将会获利颇丰。</p>\n<p>阿克曼巧妙地运用了疫情在美国的发展情况对信用市场的影响。2月底，美国新冠病毒疫情还没有全面爆发，市场情绪稳定，投资者对信用状况无虞，信用利差处于历史低位。</p>\n<p>接下来，情况发生了变化。疫情在美国快速发展，确诊感染人数和死亡人数不断上升，美国的应对措施也不断升级，从国家宣布紧急状态，到越来越多的州宣布“就地隔离”，减少人员密集度，停工停产范围不断扩大。</p>\n<p>市场开始陷入恐慌，美股市场在10个交易日中发生4次熔断，在短短不到一个月的时间内，市场从历史性高位跌入熊市。</p>\n<p>阿克曼此时不失时机地出来露了一下脸，3月18日，他在早盘时间接受了对市场影响力最大的美国财经电视CNBC近半小时的采访。</p>\n<p>在采访中，电话中的阿克曼表现的极度悲观，他的声音颤抖、憔悴，一度甚至声泪俱下，大声疾呼现在的情况是“地狱来临”，如果不紧急关停整个国家，“美国就会走向末日”。</p>\n<p>在他的一系列极度悲观的言论之下，市场也“不负所望”地大幅下挫。当天标普500指数在盘中再度触发熔断，收盘跌幅超过5%，道指失守2万点关口。市场的恐慌情绪几乎达到顶点，阿克曼的采访成功地给已经负重不堪的市场又带来了沉重一击。</p>\n<p>在市场恐慌情绪蔓延之际，信用利差开始飙升。截至3月20日这一周，晨星投资级信用利差指数平均飙涨299个基点至396点，高收益债券指数平均上涨643个基点至999点。</p>\n<p><img src=\"https://static.tigerbbs.com/9ee9b1a523729e05e256b745a0eea23b\"><img src=\"https://static.tigerbbs.com/1a126d3015f15e20e0ff921980eb5465\"></p>\n<p>由上图可见，即便如此，目前信用利差水平还是远远低于金融危机期间雷曼兄弟违约事件时的信用利差，目前水平与安然事件危机时差不多。</p>\n<p>这样的结果并不意外，因为2008年金融危机，是一场真正的流动性和信用危机，信用违约事件从金融业不断扩大蔓延至其他行业，信用利差涨到惊人的高度并不难理解。</p>\n<p>目前由新型冠状病毒所引起的一轮信用利差上涨，很大程度上是由恐慌情绪所推动，无论是金融系统还是其他行业，目前的流动性并没有到危机的程度，再加上美联储一系列密集重磅的应对措施，流动性和信用在短期内并不会出现太大问题。</p>\n<p>阿克曼自然也是这么想的，他认为之前所押注的信用利差产品，已经到了收手的时候，同时，他认为股票市场在大幅下挫后，已经出现了阶段性买入时机。</p>\n<p>在25日发布的声明中，阿克曼称，在23日，其旗下基金已经完全退出之前押注的信用产品，获利26亿美元，同时，他将获得的利润投资于Agilent, Berkshire Hathaway, Hilton, Lowe’s, and Restaurant Brands等公司，还再度买入星巴克（在1月份已全部清仓星巴克），他在公开信中称，信用产品的获利，让他能够占之前所投资公司更多的股权比例，同时新增加投资一些其他公司，并且都是以“低廉的价格”（discounted price）进入。</p>\n<p><img src=\"https://static.tigerbbs.com/81923873ab72aeed8d9cd5198526ff54\"></p>\n<p>（阿克曼宣布将获利重新用于买入股票）</p>\n<p>阿克曼这一次似乎又踩对了点，24日，美股股市大幅反弹，道指暴涨11%，创下自1933年以来最大单日涨幅。其所投资的部分股票，均出现大幅上涨，25日，随着美国新一轮财政刺激政策即将出炉，市场延续了前一日的上涨，2月份以来首次出现连续两个交易日上涨。</p>\n<p>值得注意的是，阿克曼也在公开信中明确表示，这一轮押注信用产品的获利，弥补了此前其所持股的投资损失（offset the mark-to-market losses in our equity portfolio），可见这一轮成功的操作，为阿克曼带来了转机。</p>\n<p><b>“最爱刷脸”的华尔街对冲基金代表人物</b></p>\n<p>现年53岁的阿克曼是纽约华尔街对冲基金业久负盛名的人物，出生于一个富裕家庭，父亲是纽约地产金融公司Ackman-Ziff Real Estate Group的总裁。</p>\n<p>在1992年获得哈佛大学MBA学位后，阿克曼开始了自己的投资生涯，在行业中摸爬滚打十几年并不断积累自己的名声后，阿克曼在2004年用其合作伙伴和自有资金共5400万美元，创办了对冲基金Pershing Square Capital Management。</p>\n<p>阿克曼的操作手法主要以大举买入公司股票，成为大股东并影响董事会决策，来为自己获利。例如2005年大举购入美国快餐连锁Wendys，并劝说公司分拆其Tim Hortons子品牌。其他案例还包括购入美国零售巨头Target 10%的股权，参与书店连锁Barnes &amp; Noble 的9亿美元杠杆收购等。</p>\n<p>阿克曼大概是华尔街对冲基金圈内最爱在媒体抛头露面的大佬之一，他善于利用媒体的影响力，扩大自己的名声和行业地位。</p>\n<p>他最富盛名的的一次“刷脸”，是与另一位投资大佬Carl Icahn对于Herbalife是否是“庞氏骗局”的交锋。Icahn是Herbalife的大股东，而阿克曼坚定认为该公司是“庞氏骗局”，大举做空，双方在财经电视CNBC上同时接受采访，唇枪舌剑，一时成为经典。</p>\n<p>阿克曼最终指控Herbalife存在“庞氏骗局”，将其告上法庭，最终法院撤销了这一指控，当天Herbalife股价上涨13%，阿克曼以损失约5亿美元败北。</p>\n<p>截至2019年6月30日，Pershing Square Capital旗下管理资产（AUM）约80亿美元，阿克曼个人财富约为16亿美元。</p>","source":"txcj","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>恐慌中的资本猎手：对冲基金大佬如何将2700万变成26亿</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; 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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恐慌中的资本猎手：对冲基金大佬如何将2700万变成26亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-26 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://view.inews.qq.com/a/20200326A045P300><strong>腾讯财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在这一轮美股市场动荡中，有人损失惨重，血流成河，当然也有人成功地利用了恐慌，顺应市场的方向，让自己赚的盆满钵盈，对冲基金Pershing Square Capital（PSC）创始人比尔· 阿克曼（Bill Ackman）就是其中之一。\n\n3月25日，PSC在其官网上发布声明宣布，已经退出之前一轮对冲操作，获得投资收益26亿美元，这笔对冲交易的成本（包括佣金）是2700万美元。单就这笔交易而言，...</p>\n\n<a href=\"https://view.inews.qq.com/a/20200326A045P300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78dd6d5e4a1acf2235784620d64b88dc","relate_stocks":{},"source_url":"https://view.inews.qq.com/a/20200326A045P300","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116945164","content_text":"在这一轮美股市场动荡中，有人损失惨重，血流成河，当然也有人成功地利用了恐慌，顺应市场的方向，让自己赚的盆满钵盈，对冲基金Pershing Square Capital（PSC）创始人比尔· 阿克曼（Bill Ackman）就是其中之一。\n\n3月25日，PSC在其官网上发布声明宣布，已经退出之前一轮对冲操作，获得投资收益26亿美元，这笔对冲交易的成本（包括佣金）是2700万美元。单就这笔交易而言，阿克曼在大约不到一个月的时间内，就实现了投资回报接近100倍。\n\n（Pershing Square Capital发表声明，宣布结束一轮对冲操作）\n阿克曼的这一轮“神操作”，可以说是从策略的实施、执行、到影响市场的情绪以及把握进入和退出时机一系列完美结合所带来的结果，我们可以简单回顾一下他是如何做到的：\n首先，在2月底，当市场中的信用利差（credit spread）在大约处于历史最低水平时，阿克曼大举买入投资级和高息信用利差产品，由于信用利差处在极低水平，因而在未来上涨可能性远高于下跌可能性。\n信用利差简言之就是不同债券产品收益率的差异，当一支债券信用状况变差时，投资者所要求的回报补偿更多，因而其收益率要求会更高，信用利差随之扩大，因而阿克曼所押注的信用利差产品，在市场信用状况变差，投资者对信用状况产生担忧时，将会获利颇丰。\n阿克曼巧妙地运用了疫情在美国的发展情况对信用市场的影响。2月底，美国新冠病毒疫情还没有全面爆发，市场情绪稳定，投资者对信用状况无虞，信用利差处于历史低位。\n接下来，情况发生了变化。疫情在美国快速发展，确诊感染人数和死亡人数不断上升，美国的应对措施也不断升级，从国家宣布紧急状态，到越来越多的州宣布“就地隔离”，减少人员密集度，停工停产范围不断扩大。\n市场开始陷入恐慌，美股市场在10个交易日中发生4次熔断，在短短不到一个月的时间内，市场从历史性高位跌入熊市。\n阿克曼此时不失时机地出来露了一下脸，3月18日，他在早盘时间接受了对市场影响力最大的美国财经电视CNBC近半小时的采访。\n在采访中，电话中的阿克曼表现的极度悲观，他的声音颤抖、憔悴，一度甚至声泪俱下，大声疾呼现在的情况是“地狱来临”，如果不紧急关停整个国家，“美国就会走向末日”。\n在他的一系列极度悲观的言论之下，市场也“不负所望”地大幅下挫。当天标普500指数在盘中再度触发熔断，收盘跌幅超过5%，道指失守2万点关口。市场的恐慌情绪几乎达到顶点，阿克曼的采访成功地给已经负重不堪的市场又带来了沉重一击。\n在市场恐慌情绪蔓延之际，信用利差开始飙升。截至3月20日这一周，晨星投资级信用利差指数平均飙涨299个基点至396点，高收益债券指数平均上涨643个基点至999点。\n\n由上图可见，即便如此，目前信用利差水平还是远远低于金融危机期间雷曼兄弟违约事件时的信用利差，目前水平与安然事件危机时差不多。\n这样的结果并不意外，因为2008年金融危机，是一场真正的流动性和信用危机，信用违约事件从金融业不断扩大蔓延至其他行业，信用利差涨到惊人的高度并不难理解。\n目前由新型冠状病毒所引起的一轮信用利差上涨，很大程度上是由恐慌情绪所推动，无论是金融系统还是其他行业，目前的流动性并没有到危机的程度，再加上美联储一系列密集重磅的应对措施，流动性和信用在短期内并不会出现太大问题。\n阿克曼自然也是这么想的，他认为之前所押注的信用利差产品，已经到了收手的时候，同时，他认为股票市场在大幅下挫后，已经出现了阶段性买入时机。\n在25日发布的声明中，阿克曼称，在23日，其旗下基金已经完全退出之前押注的信用产品，获利26亿美元，同时，他将获得的利润投资于Agilent, Berkshire Hathaway, Hilton, Lowe’s, and Restaurant Brands等公司，还再度买入星巴克（在1月份已全部清仓星巴克），他在公开信中称，信用产品的获利，让他能够占之前所投资公司更多的股权比例，同时新增加投资一些其他公司，并且都是以“低廉的价格”（discounted price）进入。\n\n（阿克曼宣布将获利重新用于买入股票）\n阿克曼这一次似乎又踩对了点，24日，美股股市大幅反弹，道指暴涨11%，创下自1933年以来最大单日涨幅。其所投资的部分股票，均出现大幅上涨，25日，随着美国新一轮财政刺激政策即将出炉，市场延续了前一日的上涨，2月份以来首次出现连续两个交易日上涨。\n值得注意的是，阿克曼也在公开信中明确表示，这一轮押注信用产品的获利，弥补了此前其所持股的投资损失（offset the mark-to-market losses in our equity portfolio），可见这一轮成功的操作，为阿克曼带来了转机。\n“最爱刷脸”的华尔街对冲基金代表人物\n现年53岁的阿克曼是纽约华尔街对冲基金业久负盛名的人物，出生于一个富裕家庭，父亲是纽约地产金融公司Ackman-Ziff Real Estate Group的总裁。\n在1992年获得哈佛大学MBA学位后，阿克曼开始了自己的投资生涯，在行业中摸爬滚打十几年并不断积累自己的名声后，阿克曼在2004年用其合作伙伴和自有资金共5400万美元，创办了对冲基金Pershing Square Capital Management。\n阿克曼的操作手法主要以大举买入公司股票，成为大股东并影响董事会决策，来为自己获利。例如2005年大举购入美国快餐连锁Wendys，并劝说公司分拆其Tim Hortons子品牌。其他案例还包括购入美国零售巨头Target 10%的股权，参与书店连锁Barnes & Noble 的9亿美元杠杆收购等。\n阿克曼大概是华尔街对冲基金圈内最爱在媒体抛头露面的大佬之一，他善于利用媒体的影响力，扩大自己的名声和行业地位。\n他最富盛名的的一次“刷脸”，是与另一位投资大佬Carl Icahn对于Herbalife是否是“庞氏骗局”的交锋。Icahn是Herbalife的大股东，而阿克曼坚定认为该公司是“庞氏骗局”，大举做空，双方在财经电视CNBC上同时接受采访，唇枪舌剑，一时成为经典。\n阿克曼最终指控Herbalife存在“庞氏骗局”，将其告上法庭，最终法院撤销了这一指控，当天Herbalife股价上涨13%，阿克曼以损失约5亿美元败北。\n截至2019年6月30日，Pershing Square 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happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋势","listText":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋势","text":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋势","images":[{"img":"https://static.tigerbbs.com/bfc343dc78829b8c37c26df97b3e70e9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a29f6db752bc60a14e74623b6f3cfde9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a6cb292355206ed9600651a80a85fb2c","width":"660","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352034941","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369454725,"gmtCreate":1614072856567,"gmtModify":1614072856567,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496005781293605","idStr":"3496005781293605"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369454725","repostId":"360141461","repostType":1,"repost":{"id":360141461,"gmtCreate":1613876200953,"gmtModify":1613876272085,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"【两只虚拟/增强现实股】MatterPort 计划借壳 GHVI 上市","htmlText":"去年8月给大家推荐过一只增强现实股VUZI，当时股价才3.6美元今天盘后已经暴涨到20美元，7倍涨幅，机构Ark基金宣布第一次建仓<a target=\"_blank\" href=\"https://laohu8.com/S/VUZI\">$Vuzix(VUZI)$</a>&nbsp;&nbsp; ，29万股，高位接盘今天，我们美股投资网 TradesMax 再次给大家介绍另外一只借壳上市的虚拟现实第一股&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GHVI\">$Gores Holdings VI Inc(GHVI)$</a>&nbsp;受疫情影响，线上科技股在过去一年完成了基本面的改变，股价也有了质的飞越。 Zoom完成了In-person沟通到线上沟通的转换； Netflix完成了Broadcast到线上媒体的转化； Paypal完成了物理支付向线上支付的转换； Matterport则是完成了建筑物物理勘查向线上勘查的转化。疫情受益，该公司在去年用户基数增长了500%，营收增长87%。 上周，引领建造世界数字化转型的空间数据公司Matterport宣布与Gores Holdings VI已经达成了一项最终协议。在拟议的交易完成后，合并后的公司将被命名为“Matterport，Inc.”。并打算继续在纳斯达克上市，股票代码为“MTTR”。今日，Ritholtz Wealth Management 首席执行官乔希·布朗(Josh Brown)强调了Gores Holdings VI (GHVI) 的New Buy，称这是在玩虚拟化游戏。GHVI股价上涨22.48%，至24.46美元。交易概览合并后的公司预计交易后总企业价值约为23亿美元，总股本价值约为29亿美元，这项交易已获得Gores Holdings VI和Matte","listText":"去年8月给大家推荐过一只增强现实股VUZI，当时股价才3.6美元今天盘后已经暴涨到20美元，7倍涨幅，机构Ark基金宣布第一次建仓<a target=\"_blank\" href=\"https://laohu8.com/S/VUZI\">$Vuzix(VUZI)$</a>&nbsp;&nbsp; ，29万股，高位接盘今天，我们美股投资网 TradesMax 再次给大家介绍另外一只借壳上市的虚拟现实第一股&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GHVI\">$Gores Holdings VI Inc(GHVI)$</a>&nbsp;受疫情影响，线上科技股在过去一年完成了基本面的改变，股价也有了质的飞越。 Zoom完成了In-person沟通到线上沟通的转换； Netflix完成了Broadcast到线上媒体的转化； Paypal完成了物理支付向线上支付的转换； Matterport则是完成了建筑物物理勘查向线上勘查的转化。疫情受益，该公司在去年用户基数增长了500%，营收增长87%。 上周，引领建造世界数字化转型的空间数据公司Matterport宣布与Gores Holdings VI已经达成了一项最终协议。在拟议的交易完成后，合并后的公司将被命名为“Matterport，Inc.”。并打算继续在纳斯达克上市，股票代码为“MTTR”。今日，Ritholtz Wealth Management 首席执行官乔希·布朗(Josh Brown)强调了Gores Holdings VI (GHVI) 的New Buy，称这是在玩虚拟化游戏。GHVI股价上涨22.48%，至24.46美元。交易概览合并后的公司预计交易后总企业价值约为23亿美元，总股本价值约为29亿美元，这项交易已获得Gores Holdings VI和Matte","text":"去年8月给大家推荐过一只增强现实股VUZI，当时股价才3.6美元今天盘后已经暴涨到20美元，7倍涨幅，机构Ark基金宣布第一次建仓$Vuzix(VUZI)$ ，29万股，高位接盘今天，我们美股投资网 TradesMax 再次给大家介绍另外一只借壳上市的虚拟现实第一股 $Gores Holdings VI Inc(GHVI)$ 受疫情影响，线上科技股在过去一年完成了基本面的改变，股价也有了质的飞越。 Zoom完成了In-person沟通到线上沟通的转换； Netflix完成了Broadcast到线上媒体的转化； Paypal完成了物理支付向线上支付的转换； Matterport则是完成了建筑物物理勘查向线上勘查的转化。疫情受益，该公司在去年用户基数增长了500%，营收增长87%。 上周，引领建造世界数字化转型的空间数据公司Matterport宣布与Gores Holdings VI已经达成了一项最终协议。在拟议的交易完成后，合并后的公司将被命名为“Matterport，Inc.”。并打算继续在纳斯达克上市，股票代码为“MTTR”。今日，Ritholtz Wealth Management 首席执行官乔希·布朗(Josh Brown)强调了Gores Holdings VI (GHVI) 的New Buy，称这是在玩虚拟化游戏。GHVI股价上涨22.48%，至24.46美元。交易概览合并后的公司预计交易后总企业价值约为23亿美元，总股本价值约为29亿美元，这项交易已获得Gores Holdings 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IV(CCIV)$马上暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387490966","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330867264,"gmtCreate":1608572031158,"gmtModify":1703735563688,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496005781293605","idStr":"3496005781293605"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330867264","repostId":"2093327495","repostType":2,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393215022,"gmtCreate":1606312332666,"gmtModify":1703842500090,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496005781293605","idStr":"3496005781293605"},"themes":[],"htmlText":"没听过","listText":"没听过","text":"没听过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393215022","repostId":"2086022126","repostType":2,"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978925658,"gmtCreate":1599113381474,"gmtModify":1704221549133,"author":{"id":"3496005781293605","authorId":"3496005781293605","name":"jiaai","avatar":"https://static.tigerbbs.com/07fb96461dc45cf0dc83ade4bcba2340","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496005781293605","idStr":"3496005781293605"},"themes":[],"htmlText":"<a 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