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初見_厦门
2020-11-12
互联网行业头部效应太明显,赢家通吃。自己领域内,第一名比第2~10加起来还强。
聚焦中概互联网龙头 易方达中概互联ETF单日成交超2亿元
初見_厦门
2020-11-12
孙神话已经狂了…
孙正义又有事!押注科技股巨亏90亿!
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BIDU\">百度</a>等多家头部企业。此次疫情中,这些头部企业凭借多年积累的品牌效应、技术实力和资金支持提供了性价比出众的服务,成为用户的优先选择。未来,随着5G等底层基础设施建设的推进,互联网经济的应用范围和应用场景将极大丰富;而考虑到科技类企业先期投入大、马太效应明显的天然特性,伴随这一过程的将是行业集中度的进一步提升、龙头公司竞争力的进一步增强,这批具有长久竞争优势的企业有望迎来更为广阔的发展空间。</p><p> 据Wind统计,截至3月2日,易方达中概互联ETF近半年回报18.73%、近三年回报35.83%。由于ETF只在二级市场交易,为方便场外投资者购买,该产品亦设有联接基金。</p></body></html>","source":"sina_symbol","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>聚焦中概互联网龙头 易方达中概互联ETF单日成交超2亿元</title>\n<style 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}\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; 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朱文彬)移动互联网流量迎来迅猛增长。工信部发布的数据显示,2020年春节,移动互联网流量是去年同期的1.4倍。直接受益于这股浪潮的B站、微博等平台以及金山文档、阿里旗下的钉钉等应用都迎来了用户活跃度的空前提升。受益于此,集合了阿里、腾讯等互联网中概股的易方达中概互联ETF(...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/fund/jjyj/2020-03-03/doc-iimxxstf5969091.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/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513050":"中概互联网ETF","00777":"网龙"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/fund/jjyj/2020-03-03/doc-iimxxstf5969091.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2016313243","content_text":"原标题:聚焦中概互联网龙头 易方达中概互联ETF单日成交超2亿元 来源:上海证券报·中国证券网 上证报中国证券网讯(记者 朱文彬)移动互联网流量迎来迅猛增长。工信部发布的数据显示,2020年春节,移动互联网流量是去年同期的1.4倍。直接受益于这股浪潮的B站、微博等平台以及金山文档、阿里旗下的钉钉等应用都迎来了用户活跃度的空前提升。受益于此,集合了阿里、腾讯等互联网中概股的易方达中概互联ETF(513050)近日成交活跃,据Wind统计,截至3月2日,其今年以来日均成交额稳定在1亿元以上,3月2日当天更是超过2亿元,在场内QDII基金中排名前列。 中概互联ETF所跟踪的中证海外中国互联网50指数由50家海外上市的中国互联网企业构成,对中概互联网龙头有极佳的代表性。从权重占比来看,其成份股中腾讯、阿里两家就超过60%,另有美团点评、京东、百度等多家头部企业。此次疫情中,这些头部企业凭借多年积累的品牌效应、技术实力和资金支持提供了性价比出众的服务,成为用户的优先选择。未来,随着5G等底层基础设施建设的推进,互联网经济的应用范围和应用场景将极大丰富;而考虑到科技类企业先期投入大、马太效应明显的天然特性,伴随这一过程的将是行业集中度的进一步提升、龙头公司竞争力的进一步增强,这批具有长久竞争优势的企业有望迎来更为广阔的发展空间。 据Wind统计,截至3月2日,易方达中概互联ETF近半年回报18.73%、近三年回报35.83%。由于ETF只在二级市场交易,为方便场外投资者购买,该产品亦设有联接基金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304302427,"gmtCreate":1605137692669,"gmtModify":1703836374080,"author":{"id":"3501370831581113","authorId":"3501370831581113","name":"初見_厦门","avatar":"https://static.tigerbbs.com/5688846696923545bed88289625729f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501370831581113","authorIdStr":"3501370831581113"},"themes":[],"htmlText":"孙神话已经狂了…","listText":"孙神话已经狂了…","text":"孙神话已经狂了…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304302427","repostId":"2082295115","repostType":4,"repost":{"id":"2082295115","kind":"news","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":1605110400,"share":"https://www.laohu8.com/m/news/2082295115?lang=&edition=full","pubTime":"2020-11-12 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/>\n<title>孙正义又有事!押注科技股巨亏90亿!</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; 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; 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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孙正义又有事!押注科技股巨亏90亿!\n</h2>\n\n<h4 class=\"meta\">\n\n2020-11-12 00:00 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“纳斯达克鲸”财报揭开面纱。\n11月10日,孙正义旗下软银集团财报显示,截至9月的第二财季,公司 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元,近90亿人民币)的亏损。\n今年9月,软银被曝购入40亿多美元科技股看涨期权引发交易狂潮。软银押注科技股巨亏13亿美元\n三高管“下课”\n财报显示,截至9月30日,软银集团持有的“买入上市公司股票看涨期权”的仓位公允价值为46.94...</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/cdebdfe62273ac806dc3a657b1ca6182","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2082295115","content_text":"“纳斯达克鲸”财报揭开面纱。\n11月10日,孙正义旗下软银集团财报显示,截至9月的第二财季,公司 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元,近90亿人民币)的亏损。\n今年9月,软银被曝购入40亿多美元科技股看涨期权引发交易狂潮。软银押注科技股巨亏13亿美元\n三高管“下课”\n财报显示,截至9月30日,软银集团持有的“买入上市公司股票看涨期权”的仓位公允价值为46.94亿美元。截至9月30日,软银集团持有的“卖出上市公司股票看涨期权”的仓位公允价值为-12.61亿美元。此外,软银还持有看空股指期货的仓位,截至9月30日时的公允价值为-6.96亿美元。财报中提到,在截至9月30日的6个月里,软银集团“在上市公司股票和其他金融工具上录得亏损1317亿日元(约13亿美元)”。\n另据外媒报道,软银(SoftBank)已将其三名最高层管理人员从董事会中除名,其中包括远景基金(Vision Fund)总裁拉吉耶夫米斯拉(Rajeev Misra)、软银COO马塞洛·克劳尔(MarceloClaure)和软银首席战略官Katsunori Sago,原因是外界呼吁改善公司治理。\n对于13亿美元的亏损,孙正义在公司财报后分析师会议上表示,“当你说到衍生品时,这听起来风险很大,但它只占我们所持资产总价值的1%。(如果这些投资失败),损失也只占软银总股本的1%-2%,所以只占整体情况的一小部分。”\n根据财报,截至9月30日,软银还持有价值168.25亿美元的个股股票,其中包括Adobe、谷歌母公司、亚马逊、Facebook、微软、耐飞、PayPal、Salesforce、台积电美国存托股(ADR)、Zoom、英伟达等,这让其投资上市公司股票的资产规模达到约200亿美元。\n彭博情报(Bloomberg Intelligence)高级分析师安西娅·赖(Anthea Lai)表示:“假设这些股票大多是大型科技股,软银对上市股票的投资如何会导致亏损,对我来说仍是个谜。很难判断他们做了什么,可能是方向错误,或时机不佳,也可能两者兼而有之。”\n一位期权交易员解释说,软银集团本次大量购买股票操作使得美国国内科技市场会受到更大幅度的波动影响。期权市场本身就会给股票市场带来巨大的泡沫。\n早在9月,多家媒体就报道了孙正义在科技股上的豪赌。\n当时英国《金融时报》一篇报道的标题将软银称之为”纳斯达克巨鲸“,并指出,软银在过去一个月中抢购了数十亿美元美国科技股期权,推动了交易量增长,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。\n第二财季净利润61亿美元\n虽然,软银投资科技股损失13亿美元,但软银第二财季净利润依旧达61亿美元 。\n财报显示,软银7-9月当季净利为6270亿日元(60亿美元),扭转了去年同期亏损7000亿日元(68亿美元)的局面。由于此前该公司对科技投资的日益关注,导致该指标有时会受到账面重估的打击,因此软银取消披露营业利润数据。\n孙正义表示,该公司已经远远超过了3月份宣布的出售价值4.5万亿日元(434亿美元)资产的最初目标。软银本财年迄今已出售10万亿日元(965亿美元)资产,包括减持日本移动运营商集团股权,以及将英国芯片设计公司ARM出售给美国芯片公司英伟达,但该交易尚未获得监管机构批准。\n软银集团的股价在2020年下半年大幅上涨,市值已攀升至14万亿日元。今年以来,软银集团股价涨超50%。\n\n投资贝壳单笔劲赚51亿美元\n软银集团扭亏为盈的首要原因是愿景基金的强势反弹。\n值得一提的是,愿景基金二期的投资收益全部来自贝壳找房这一个项目。2019年11月它向贝壳找房投资了13.5亿美元。2020年8月贝壳成功上市,截至9月末软银集团所持股票市值升值了64亿美元,回报率达375%。\n孙正义于2017年推出的第一只愿景基金,由于规模庞大,震惊了科技投资界。它的资产规模为1000亿美元,比包括红杉资本和安德森·霍洛维茨(Andreessen Horowitz)等硅谷重量级人物的任何其他科技投资基金都要大几个数量级。超过一半的资金来自苹果,高通,甲骨文创始人拉里·埃里森和沙特阿拉伯王国的公共投资基金等捐助者。在不到三年的时间里,愿景基金已经支持了约90家初创公司,投资总额超过750亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1322,"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":304302427,"gmtCreate":1605137692669,"gmtModify":1703836374080,"author":{"id":"3501370831581113","authorId":"3501370831581113","name":"初見_厦门","avatar":"https://static.tigerbbs.com/5688846696923545bed88289625729f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501370831581113","authorIdStr":"3501370831581113"},"themes":[],"htmlText":"孙神话已经狂了…","listText":"孙神话已经狂了…","text":"孙神话已经狂了…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304302427","repostId":"2082295115","repostType":4,"isVote":1,"tweetType":1,"viewCount":1322,"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},{"id":304368959,"gmtCreate":1605151023371,"gmtModify":1703836437900,"author":{"id":"3501370831581113","authorId":"3501370831581113","name":"初見_厦门","avatar":"https://static.tigerbbs.com/5688846696923545bed88289625729f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501370831581113","authorIdStr":"3501370831581113"},"themes":[],"htmlText":"互联网行业头部效应太明显,赢家通吃。自己领域内,第一名比第2~10加起来还强。","listText":"互联网行业头部效应太明显,赢家通吃。自己领域内,第一名比第2~10加起来还强。","text":"互联网行业头部效应太明显,赢家通吃。自己领域内,第一名比第2~10加起来还强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304368959","repostId":"2016313243","repostType":2,"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}