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股票小白001
2023-02-07
装逼是要付出代价的
和蔚来前员工聊聊∶蔚来掉队新势力?
股票小白001
2022-07-07
2025年的电池技术,还需要换电吗
蔚来发布2025年高速换电网络建设计划
股票小白001
2022-01-26
绝逼是玩资本的,能不能好好搞车
抱歉,原内容已删除
股票小白001
2021-11-29
$蔚来(NIO)$
一家**公司,没有成本控制概念
股票小白001
2021-03-18
谈崩了吗
美股期货直线下挫,美债收益率续刷新高
股票小白001
2021-02-04
阿里牛逼
阿里巴巴港股逆势涨超2%
股票小白001
2020-12-22
???
特朗普正式签署了联邦支出和刺激法案
股票小白001
2020-12-17
能复活吗
瑞幸1.8亿美元与SEC和解,即将原地复活了吗?
股票小白001
2020-09-23
神马情况啊
股票小白001
2020-08-18
二货,通篇胡说八道
李斌向资本低头,蔚来能涨40倍?
去老虎APP查看更多动态
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特斯拉那種拉垮3"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681427916,"gmtCreate":1657123330837,"gmtModify":1704866638057,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"2025年的电池技术,还需要换电吗","listText":"2025年的电池技术,还需要换电吗","text":"2025年的电池技术,还需要换电吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681427916","repostId":"2249566792","repostType":2,"repost":{"id":"2249566792","pubTimestamp":1657092822,"share":"https://www.laohu8.com/m/news/2249566792?lang=&edition=full","pubTime":"2022-07-06 15:33","market":"us","language":"zh","title":"蔚来发布2025年高速换电网络建设计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2249566792","media":"新浪科技","summary":"新浪科技讯 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solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来发布2025年高速换电网络建设计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 15:33 北京时间 <a href=https://tech.sina.cn/it/2022-07-06/detail-imizirav2169919.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 7月6日下午消息,在蔚来今天举办的NIO Power Day 2022上,蔚来发布NIO Power高速换电网络建设新计划:蔚来将在2025年建成全面覆盖九纵九横十九大城市群的高速换电网络。\n蔚来九纵九横十九大城市群高速换电网络将覆盖以下高速公路网络:\n九纵,包括G1京哈、G2京沪、G4京港澳、G5京昆和G15沈海高速全段,G3京台高速京闵段、G6京藏高速京蒙段、G25长深高速津粤段和...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-07-06/detail-imizirav2169919.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://n.sinaimg.cn/tech/transform/667/w400h267/20220706/7504-f549a1b666f73b3bfb160307461c6760.png","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4526":"热门中概股","BK4581":"高盛持仓","09866":"蔚来-SW","BK4555":"新能源车","BK4504":"桥水持仓","BK1119":"汽车制造商","BK4099":"汽车制造商","BK4509":"腾讯概念","BK1588":"回港中概股","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO.SI":"蔚来","NIO":"蔚来","BK4531":"中概回港概念"},"source_url":"https://tech.sina.cn/it/2022-07-06/detail-imizirav2169919.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249566792","content_text":"新浪科技讯 7月6日下午消息,在蔚来今天举办的NIO Power Day 2022上,蔚来发布NIO Power高速换电网络建设新计划:蔚来将在2025年建成全面覆盖九纵九横十九大城市群的高速换电网络。\n蔚来九纵九横十九大城市群高速换电网络将覆盖以下高速公路网络:\n九纵,包括G1京哈、G2京沪、G4京港澳、G5京昆和G15沈海高速全段,G3京台高速京闵段、G6京藏高速京蒙段、G25长深高速津粤段和G45大广高速京粤段;\n九横,包括G20青银、G40沪陕、G42沪蓉、G50沪渝、G60沪昆、G65包茂和G80广昆高速全段,G30连霍高速苏陕段和G56杭瑞高速浙湘段;\n十九大城市群,包括京津冀、长三角、大湾区、成渝、关中、山东半岛 、长江中游、山西中部、中原、哈长、海峡西岸、辽中南、北部湾、滇中、黔中、呼包鄂榆、天山北坡、宁夏沿黄和兰州西宁城市群。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639188330,"gmtCreate":1643203033374,"gmtModify":1643203509277,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"绝逼是玩资本的,能不能好好搞车","listText":"绝逼是玩资本的,能不能好好搞车","text":"绝逼是玩资本的,能不能好好搞车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639188330","repostId":"1153863464","repostType":2,"isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600797197,"gmtCreate":1638196759784,"gmtModify":1638196759784,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一家**公司,没有成本控制概念","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一家**公司,没有成本控制概念","text":"$蔚来(NIO)$一家**公司,没有成本控制概念","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600797197","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327958844,"gmtCreate":1616053811788,"gmtModify":1703496923977,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"谈崩了吗","listText":"谈崩了吗","text":"谈崩了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327958844","repostId":"1199336120","repostType":4,"repost":{"id":"1199336120","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616053306,"share":"https://www.laohu8.com/m/news/1199336120?lang=&edition=full","pubTime":"2021-03-18 15:41","market":"us","language":"zh","title":"美股期货直线下挫,美债收益率续刷新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1199336120","media":"老虎资讯综合","summary":"3月18日,美股期货直线下挫,标普500指数期货转跌,纳指期货跌近1%。美国30年期国债收益率升至2.5%上方,续刷2019年8月以来新高;美国10年期国债收益率站上1.7%,为去年1月以来首次。美债","content":"<p>3月18日,美股期货直线下挫,标普500指数期货转跌,纳指期货跌近1%。美国30年期国债收益率升至2.5%上方,续刷2019年8月以来新高;美国10年期国债收益率站上1.7%,为去年1月以来首次。</p><p><img src=\"https://static.tigerbbs.com/bcb5e3e586e973a8c74cb304783393ea\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7acc12b2a1c6b9fa95d97acfbbd7c717\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/26a5561c463e08e49a3c4c3ea6d27fd1\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><b>美债收益率升至1.7%,会发生什么?</b></p><p><b>天风证券宋雪涛认为,从美股的风险定价水平来看,美债有几个关键位置对应了美股市场不同等级的风险状态。</b></p><p><b>第一个关键位置是1.3%-1.5%</b>,对应了标普500的静态风险溢价低于历史分位数1.5个标准差。这个位置是纳斯达克的压力位,对应的是美股价值股的结构性行情,高估值成长股震荡下跌,低估值价值股修复,利率上升利好金融。</p><p><b>第二个关键位置是1.7%-1.8%</b>,对应了标普500的动态风险溢价低于历史分位数1.5个标准差,同时道琼斯工业指数的静态风险溢价低于历史分位数1.0个标准差。这个位置是标普的压力位,一旦突破波动率将明显上升,此时联储可能出手干预美债长端利率的上升速度。</p><p><b>第三个关键位置是2.0%-2.1%</b>,对应了我们前面预测的本轮美债利率上行的顶部区间。这个位置以上对于财政偿付和信用市场都是压力测试,对于美股可能触发更大的波动率释放,道琼斯可能转向震荡下跌,届时联储的工具选择将对市场走势至关重要。</p><p><b>他还认为,当美债上升至1.7%-1.8%,美股波动率可能明显上升</b>,这是观察联储操作的关键位置,<b>联储有可能考虑通过扩大购债或进行扭曲操作来减缓利率上升的速度。如果利率上升到2.0%-2.1%,不仅是财政偿债息的压力较大,信用市场可能也开始出现新一轮风险,届时联储可能会考虑推迟QE缩减,甚至承诺收益率曲线控制(YCC)。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股期货直线下挫,美债收益率续刷新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股期货直线下挫,美债收益率续刷新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-18 15:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月18日,美股期货直线下挫,标普500指数期货转跌,纳指期货跌近1%。美国30年期国债收益率升至2.5%上方,续刷2019年8月以来新高;美国10年期国债收益率站上1.7%,为去年1月以来首次。</p><p><img src=\"https://static.tigerbbs.com/bcb5e3e586e973a8c74cb304783393ea\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7acc12b2a1c6b9fa95d97acfbbd7c717\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/26a5561c463e08e49a3c4c3ea6d27fd1\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><b>美债收益率升至1.7%,会发生什么?</b></p><p><b>天风证券宋雪涛认为,从美股的风险定价水平来看,美债有几个关键位置对应了美股市场不同等级的风险状态。</b></p><p><b>第一个关键位置是1.3%-1.5%</b>,对应了标普500的静态风险溢价低于历史分位数1.5个标准差。这个位置是纳斯达克的压力位,对应的是美股价值股的结构性行情,高估值成长股震荡下跌,低估值价值股修复,利率上升利好金融。</p><p><b>第二个关键位置是1.7%-1.8%</b>,对应了标普500的动态风险溢价低于历史分位数1.5个标准差,同时道琼斯工业指数的静态风险溢价低于历史分位数1.0个标准差。这个位置是标普的压力位,一旦突破波动率将明显上升,此时联储可能出手干预美债长端利率的上升速度。</p><p><b>第三个关键位置是2.0%-2.1%</b>,对应了我们前面预测的本轮美债利率上行的顶部区间。这个位置以上对于财政偿付和信用市场都是压力测试,对于美股可能触发更大的波动率释放,道琼斯可能转向震荡下跌,届时联储的工具选择将对市场走势至关重要。</p><p><b>他还认为,当美债上升至1.7%-1.8%,美股波动率可能明显上升</b>,这是观察联储操作的关键位置,<b>联储有可能考虑通过扩大购债或进行扭曲操作来减缓利率上升的速度。如果利率上升到2.0%-2.1%,不仅是财政偿债息的压力较大,信用市场可能也开始出现新一轮风险,届时联储可能会考虑推迟QE缩减,甚至承诺收益率曲线控制(YCC)。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199336120","content_text":"3月18日,美股期货直线下挫,标普500指数期货转跌,纳指期货跌近1%。美国30年期国债收益率升至2.5%上方,续刷2019年8月以来新高;美国10年期国债收益率站上1.7%,为去年1月以来首次。美债收益率升至1.7%,会发生什么?天风证券宋雪涛认为,从美股的风险定价水平来看,美债有几个关键位置对应了美股市场不同等级的风险状态。第一个关键位置是1.3%-1.5%,对应了标普500的静态风险溢价低于历史分位数1.5个标准差。这个位置是纳斯达克的压力位,对应的是美股价值股的结构性行情,高估值成长股震荡下跌,低估值价值股修复,利率上升利好金融。第二个关键位置是1.7%-1.8%,对应了标普500的动态风险溢价低于历史分位数1.5个标准差,同时道琼斯工业指数的静态风险溢价低于历史分位数1.0个标准差。这个位置是标普的压力位,一旦突破波动率将明显上升,此时联储可能出手干预美债长端利率的上升速度。第三个关键位置是2.0%-2.1%,对应了我们前面预测的本轮美债利率上行的顶部区间。这个位置以上对于财政偿付和信用市场都是压力测试,对于美股可能触发更大的波动率释放,道琼斯可能转向震荡下跌,届时联储的工具选择将对市场走势至关重要。他还认为,当美债上升至1.7%-1.8%,美股波动率可能明显上升,这是观察联储操作的关键位置,联储有可能考虑通过扩大购债或进行扭曲操作来减缓利率上升的速度。如果利率上升到2.0%-2.1%,不仅是财政偿债息的压力较大,信用市场可能也开始出现新一轮风险,届时联储可能会考虑推迟QE缩减,甚至承诺收益率曲线控制(YCC)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317982769,"gmtCreate":1612406997051,"gmtModify":1703761412892,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"阿里牛逼","listText":"阿里牛逼","text":"阿里牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317982769","repostId":"1131442798","repostType":4,"repost":{"id":"1131442798","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1612406443,"share":"https://www.laohu8.com/m/news/1131442798?lang=&edition=full","pubTime":"2021-02-04 10:40","market":"sh","language":"zh","title":"阿里巴巴港股逆势涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131442798","media":"老虎资讯综合","summary":"2月4日,阿里巴巴港股逆势涨超2%,此前一度跌超1%,市场消息称蚂蚁集团据悉与监管机构就整改达成一致。此外淘宝再度成央视春晚独家电商合作伙伴,在春晚期间发出至少20亿红包。","content":"<p>2月4日,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>港股逆势涨超2%,此前一度跌超1%,市场消息称<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>据悉与监管机构就整改达成一致。此外淘宝再度成央视春晚独家电商合作伙伴,在春晚期间发出至少20亿红包。</p><p><img src=\"https://static.tigerbbs.com/f00cc0801d340bbbadb1e62403046b5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴港股逆势涨超2%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴港股逆势涨超2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-04 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月4日,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>港股逆势涨超2%,此前一度跌超1%,市场消息称<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>据悉与监管机构就整改达成一致。此外淘宝再度成央视春晚独家电商合作伙伴,在春晚期间发出至少20亿红包。</p><p><img src=\"https://static.tigerbbs.com/f00cc0801d340bbbadb1e62403046b5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131442798","content_text":"2月4日,阿里巴巴港股逆势涨超2%,此前一度跌超1%,市场消息称蚂蚁集团据悉与监管机构就整改达成一致。此外淘宝再度成央视春晚独家电商合作伙伴,在春晚期间发出至少20亿红包。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330593904,"gmtCreate":1608643811908,"gmtModify":1703735927249,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330593904","repostId":"1171275977","repostType":4,"repost":{"id":"1171275977","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1608643754,"share":"https://www.laohu8.com/m/news/1171275977?lang=&edition=full","pubTime":"2020-12-22 21:29","market":"us","language":"zh","title":"特朗普正式签署了联邦支出和刺激法案","url":"https://stock-news.laohu8.com/highlight/detail?id=1171275977","media":"老虎资讯综合","summary":"12月22日讯,特朗普正式签署了联邦支出和刺激法案。当地时间12月21日,美国众议院通过9000亿美元的新冠援助法案以及1.4万亿美元的政府资金议案。北京时间12月22日中午有报道称,美国参议院投票通过一揽子综合法,包括约9000亿美元的纾困计划和1.4万亿美元政府拨款,预计美国总统特朗普将在卸任前几周将其签署为法律。特朗普的助手表示,当法案本周到达白宫时,特朗普将会签字。","content":"<p>12月22日讯,特朗普正式签署了联邦支出和刺激法案。</p><p><b>此前报道:</b></p><p>当地时间12月21日,美国众议院通过9000亿美元的新冠援助法案以及1.4万亿美元的政府资金议案。北京时间12月22日中午有报道称,美国参议院投票通过一揽子综合法,包括约9000亿美元的纾困计划和1.4万亿美元政府拨款,预计美国总统特朗普将在卸任前几周将其签署为法律。</p><p>特朗普的助手表示,当法案本周到达白宫时,特朗普将会签字。参众两院还通过了为期7天的拨款法案,以避免在为总统准备更广泛的立法时政府部分停摆。</p><p>此次总计9000亿美元的计划大致包括现金发放总计1500亿美元(个人发放约 600 美元现金)、失业救助总计1340亿美元(每周 300 美元的失业救济,持续到明年3月14日)、小企业救助2840亿美元、大学和学校820亿美元、儿童保育100 亿美元、交通运输业援助450亿元美元(包括对航空公司的150亿美元援助)和家庭租金援助250 亿美元。此外,还有130 亿美元用于粮食援助,70 亿美元用于宽带互联网援助,40 亿美元用于建立国际疫苗联盟。此外还将加强税收抵免以鼓励低收入住房建设,通过税收抵免鼓励企业保持员工工资和雇主提供带薪病假。</p><p>相比今年3月份通过的总计2万亿美元的《冠状病毒援助、救济和经济安全法案》(CARES Act),此次新冠疫情援助几乎金额减半。包括个人的现金派发、失业补助、薪资保护计划和粮食援助均被削减一半甚至更多,此外,也取消了对大企业,以及州与地方政府的援助。</p><p>虽然9000亿美元的规模较最初民主党预想的2万亿美元大打折扣,但这可能已经是眼下能取得的最好结果了。众议院议长佩洛西和参议院少数党领袖舒默表示,当前疫情形势严峻,经济纾困方案将为美国人提供急需的救助,但这远远不够。当选总统拜登2021年1月就职后,他的政府可能会寻求额外的刺激措施。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普正式签署了联邦支出和刺激法案</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特朗普正式签署了联邦支出和刺激法案\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\">2020-12-22 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月22日讯,特朗普正式签署了联邦支出和刺激法案。</p><p><b>此前报道:</b></p><p>当地时间12月21日,美国众议院通过9000亿美元的新冠援助法案以及1.4万亿美元的政府资金议案。北京时间12月22日中午有报道称,美国参议院投票通过一揽子综合法,包括约9000亿美元的纾困计划和1.4万亿美元政府拨款,预计美国总统特朗普将在卸任前几周将其签署为法律。</p><p>特朗普的助手表示,当法案本周到达白宫时,特朗普将会签字。参众两院还通过了为期7天的拨款法案,以避免在为总统准备更广泛的立法时政府部分停摆。</p><p>此次总计9000亿美元的计划大致包括现金发放总计1500亿美元(个人发放约 600 美元现金)、失业救助总计1340亿美元(每周 300 美元的失业救济,持续到明年3月14日)、小企业救助2840亿美元、大学和学校820亿美元、儿童保育100 亿美元、交通运输业援助450亿元美元(包括对航空公司的150亿美元援助)和家庭租金援助250 亿美元。此外,还有130 亿美元用于粮食援助,70 亿美元用于宽带互联网援助,40 亿美元用于建立国际疫苗联盟。此外还将加强税收抵免以鼓励低收入住房建设,通过税收抵免鼓励企业保持员工工资和雇主提供带薪病假。</p><p>相比今年3月份通过的总计2万亿美元的《冠状病毒援助、救济和经济安全法案》(CARES Act),此次新冠疫情援助几乎金额减半。包括个人的现金派发、失业补助、薪资保护计划和粮食援助均被削减一半甚至更多,此外,也取消了对大企业,以及州与地方政府的援助。</p><p>虽然9000亿美元的规模较最初民主党预想的2万亿美元大打折扣,但这可能已经是眼下能取得的最好结果了。众议院议长佩洛西和参议院少数党领袖舒默表示,当前疫情形势严峻,经济纾困方案将为美国人提供急需的救助,但这远远不够。当选总统拜登2021年1月就职后,他的政府可能会寻求额外的刺激措施。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae2ff4f0dbefc0001a653cf1719d84fa","relate_stocks":{"DJT":"特朗普媒体科技集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171275977","content_text":"12月22日讯,特朗普正式签署了联邦支出和刺激法案。此前报道:当地时间12月21日,美国众议院通过9000亿美元的新冠援助法案以及1.4万亿美元的政府资金议案。北京时间12月22日中午有报道称,美国参议院投票通过一揽子综合法,包括约9000亿美元的纾困计划和1.4万亿美元政府拨款,预计美国总统特朗普将在卸任前几周将其签署为法律。特朗普的助手表示,当法案本周到达白宫时,特朗普将会签字。参众两院还通过了为期7天的拨款法案,以避免在为总统准备更广泛的立法时政府部分停摆。此次总计9000亿美元的计划大致包括现金发放总计1500亿美元(个人发放约 600 美元现金)、失业救助总计1340亿美元(每周 300 美元的失业救济,持续到明年3月14日)、小企业救助2840亿美元、大学和学校820亿美元、儿童保育100 亿美元、交通运输业援助450亿元美元(包括对航空公司的150亿美元援助)和家庭租金援助250 亿美元。此外,还有130 亿美元用于粮食援助,70 亿美元用于宽带互联网援助,40 亿美元用于建立国际疫苗联盟。此外还将加强税收抵免以鼓励低收入住房建设,通过税收抵免鼓励企业保持员工工资和雇主提供带薪病假。相比今年3月份通过的总计2万亿美元的《冠状病毒援助、救济和经济安全法案》(CARES Act),此次新冠疫情援助几乎金额减半。包括个人的现金派发、失业补助、薪资保护计划和粮食援助均被削减一半甚至更多,此外,也取消了对大企业,以及州与地方政府的援助。虽然9000亿美元的规模较最初民主党预想的2万亿美元大打折扣,但这可能已经是眼下能取得的最好结果了。众议院议长佩洛西和参议院少数党领袖舒默表示,当前疫情形势严峻,经济纾困方案将为美国人提供急需的救助,但这远远不够。当选总统拜登2021年1月就职后,他的政府可能会寻求额外的刺激措施。","news_type":1},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397806214,"gmtCreate":1608216844738,"gmtModify":1703851849023,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"能复活吗","listText":"能复活吗","text":"能复活吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397806214","repostId":"1162872723","repostType":4,"repost":{"id":"1162872723","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1608207652,"share":"https://www.laohu8.com/m/news/1162872723?lang=&edition=full","pubTime":"2020-12-17 20:20","market":"us","language":"zh","title":"瑞幸1.8亿美元与SEC和解,即将原地复活了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162872723","media":"老虎资讯综合","summary":"12月17日,美国证券交易委员会发布消息称,与瑞幸咖啡达成和解,后者同意针对造假指控支付1.8亿美元(约合人民币11.8亿元)罚款。美SEC表示,从2019年4月至2020年1月,瑞幸通过关联方虚假交","content":"<p>12月17日,美国证券交易委员会发布消息称,与<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>达成和解,后者同意针对造假指控支付1.8亿美元(约合人民币11.8亿元)罚款。</p><p>美SEC表示,从2019年4月至2020年1月,瑞幸通过关联方虚假交易伪造了超过3亿美元的销售额,从债券和股票投资者那里筹集了超过8.64亿美元资金。不过,这项和解协议需要得到法院的同意才能生效。</p><p>截至目前,瑞幸面临的各项处罚总金额超过12亿元人民币。</p><p><a href=\"https://laohu8.com/S/LKNCY\">瑞幸咖啡</a>:目前经营正常<img src=\"https://static.tigerbbs.com/f49c07df1e5bd522d42faba79cff3514\" tg-width=\"720\" tg-height=\"362\"></p><p>上午,瑞幸咖啡官微表示,瑞幸咖啡与SEC已就部分前员工涉嫌财务造假事件达成和解。目前公司和门店运营稳定、经营正常。瑞幸咖啡强调,瑞幸将持续配合监管,将合规工作视为重中之重,同时公司管理层和全体员工将继续保持公司稳定经营。</p><p>自年初瑞幸造假事件发酵后,6月24日,瑞幸咖啡宣布从纳斯达克退市,并转到粉单(OTC)市场以代码<a href=\"https://laohu8.com/S/LKNCY\">$(LKNCY)$</a>继续交易,瑞幸在粉单市场的表现也是大起大落,一度从不足1美元涨至6.23美元,昨日收盘价位3.74美元,不知今日和解消息传出将对股价有何影响?是再次翻身还是最后的体面?</p><p>老虎综合账户现已开通<a href=\"https://laohu8.com/S/LKNCY\">瑞幸咖啡</a>粉单市场交易功能:</p><p><img src=\"https://static.tigerbbs.com/ddcb9049fc3376d818372106d48d61af\" tg-width=\"1125\" tg-height=\"2436\"></p><p></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞幸1.8亿美元与SEC和解,即将原地复活了吗?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞幸1.8亿美元与SEC和解,即将原地复活了吗?\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\">2020-12-17 20:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月17日,美国证券交易委员会发布消息称,与<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>达成和解,后者同意针对造假指控支付1.8亿美元(约合人民币11.8亿元)罚款。</p><p>美SEC表示,从2019年4月至2020年1月,瑞幸通过关联方虚假交易伪造了超过3亿美元的销售额,从债券和股票投资者那里筹集了超过8.64亿美元资金。不过,这项和解协议需要得到法院的同意才能生效。</p><p>截至目前,瑞幸面临的各项处罚总金额超过12亿元人民币。</p><p><a href=\"https://laohu8.com/S/LKNCY\">瑞幸咖啡</a>:目前经营正常<img src=\"https://static.tigerbbs.com/f49c07df1e5bd522d42faba79cff3514\" tg-width=\"720\" tg-height=\"362\"></p><p>上午,瑞幸咖啡官微表示,瑞幸咖啡与SEC已就部分前员工涉嫌财务造假事件达成和解。目前公司和门店运营稳定、经营正常。瑞幸咖啡强调,瑞幸将持续配合监管,将合规工作视为重中之重,同时公司管理层和全体员工将继续保持公司稳定经营。</p><p>自年初瑞幸造假事件发酵后,6月24日,瑞幸咖啡宣布从纳斯达克退市,并转到粉单(OTC)市场以代码<a href=\"https://laohu8.com/S/LKNCY\">$(LKNCY)$</a>继续交易,瑞幸在粉单市场的表现也是大起大落,一度从不足1美元涨至6.23美元,昨日收盘价位3.74美元,不知今日和解消息传出将对股价有何影响?是再次翻身还是最后的体面?</p><p>老虎综合账户现已开通<a href=\"https://laohu8.com/S/LKNCY\">瑞幸咖啡</a>粉单市场交易功能:</p><p><img src=\"https://static.tigerbbs.com/ddcb9049fc3376d818372106d48d61af\" tg-width=\"1125\" tg-height=\"2436\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LKNCY":"瑞幸咖啡"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162872723","content_text":"12月17日,美国证券交易委员会发布消息称,与瑞幸咖啡达成和解,后者同意针对造假指控支付1.8亿美元(约合人民币11.8亿元)罚款。美SEC表示,从2019年4月至2020年1月,瑞幸通过关联方虚假交易伪造了超过3亿美元的销售额,从债券和股票投资者那里筹集了超过8.64亿美元资金。不过,这项和解协议需要得到法院的同意才能生效。截至目前,瑞幸面临的各项处罚总金额超过12亿元人民币。瑞幸咖啡:目前经营正常上午,瑞幸咖啡官微表示,瑞幸咖啡与SEC已就部分前员工涉嫌财务造假事件达成和解。目前公司和门店运营稳定、经营正常。瑞幸咖啡强调,瑞幸将持续配合监管,将合规工作视为重中之重,同时公司管理层和全体员工将继续保持公司稳定经营。自年初瑞幸造假事件发酵后,6月24日,瑞幸咖啡宣布从纳斯达克退市,并转到粉单(OTC)市场以代码$(LKNCY)$继续交易,瑞幸在粉单市场的表现也是大起大落,一度从不足1美元涨至6.23美元,昨日收盘价位3.74美元,不知今日和解消息传出将对股价有何影响?是再次翻身还是最后的体面?老虎综合账户现已开通瑞幸咖啡粉单市场交易功能:","news_type":1},"isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975751801,"gmtCreate":1600848847003,"gmtModify":1703822677408,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"神马情况啊","listText":"神马情况啊","text":"神马情况啊","images":[{"img":"https://static.tigerbbs.com/f2777a083849d9afda0de57eaf375064","width":"1080","height":"2254"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975751801","isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":970174553,"gmtCreate":1597725988172,"gmtModify":1704216444109,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514539557172064","idStr":"3514539557172064"},"themes":[],"htmlText":"二货,通篇胡说八道","listText":"二货,通篇胡说八道","text":"二货,通篇胡说八道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/970174553","repostId":"1199767469","repostType":4,"repost":{"id":"1199767469","pubTimestamp":1597716870,"share":"https://www.laohu8.com/m/news/1199767469?lang=&edition=full","pubTime":"2020-08-18 10:14","market":"us","language":"zh","title":"李斌向资本低头,蔚来能涨40倍?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199767469","media":"锦缎","summary":"投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。","content":"<p>优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:</p><p>1997年IPO时投资<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>,23年来2000倍回报,年化收益率39%。</p><p>长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。<b><a href=\"https://laohu8.com/S/NIO\">蔚来</a>走在后面这条路上,它向资本市场低头了。</b></p><p>如果一家企业向资本市场投降,向股东投降,最显著的观察点是减少了策略性成本。所谓策略性可变成本,即直接涉及并提高长期业绩表现的成本,最典型的莫过于<b>研发投入</b>。</p><p><b>前两天看到有个魔怔投资者说,蔚来要涨40倍。</b>呵呵,从来没听说处于追赶段位的公司,研发投入不跟上,股价还能涨40倍的。</p><p>话说回来,之所以短期利益变得更加重要,也许是因为李斌真的穷怕了。困难重重之下终于拿到融资,但这并不简单,也不是毫无条件的。安徽这70亿元的战略投资有严苛的对赌协议,如果完不成,蔚来得以8.5%的年复合增长率回购其股份。</p><p><i><b>01、</b></i><b>“投降”趋势</b></p><p>蔚来在研发投入上的态度,从数字上来看一览无余。总结下来是:</p><ul><li><p><b>没钱砍研发。</b>2019年下半年,蔚来融资不利,现金流紧张开始。蔚来的研发费用从那时开始同比大幅下降,2019Q3,同比+0%;2019Q4,同比-33%;2020Q1,同比-52%。</p></li></ul><ul><li><p><b>有钱砍研发。</b>2020年4月得到安徽70亿元投资,以及六家银行百亿授信,2020Q2,同比-58%。</p></li></ul><ul><li><p><b>有钱没钱砍研发。</b>8月11日的电话会里,蔚来管理层对研发投入的描述是这样的,“保证每年研发投入在30亿元以内,我们会围绕下一代自动驾驶技术进行研发,大约5-6亿元/季度的投入,每个季度的投入将根据车型开发进度进行调整。”预算大致固定了。</p></li></ul><p><img src=\"https://static.tigerbbs.com/cf869884d2cb671b913e63058da55b8c\" tg-width=\"995\" tg-height=\"598\"></p><p>▲图1:蔚来研发费用。来源:公司财报,锦缎。</p><p><b>预感有人会拿<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>出来说事,这里提前堵住反对票的嘴。</b></p><p>现在的特斯拉,从单季度营收来看,当前的蔚来(Q2收入37.2亿元)大致和2013年Q1的特斯拉相当,后者2013年Q1收入5.6亿元(按当时6.28的汇率,折合人民币35.3亿元)。</p><p>特斯拉在蔚来这个收入量级(单个季度三四十亿元)的2013年,四个季度研发费用分别同比下降:-19%,-31%,-10%,-1%。老大哥特斯拉研发费用都可以下降为什么蔚来不可以?</p><p>蔚来当然不可以,橘生淮南淮北可甜可苦,我们具体问题具体分析:</p><p>当时特斯拉环比收入陷入停滞,四个季度营收分别是5.6亿美元、4.1亿美元、4.3亿美元和6.15亿美元,经营的不确定很大。这个时期,研发费用下降无可厚非,下降也没蔚来往腰斩去这么恐怖。而蔚来呢,交付量节节攀升:</p><ul><li><p>2019年Q4交付量为8224辆,平均89.4辆/天;</p></li><li><p>中间2020年Q1新冠病毒挖了个小坑但并不影响向上的趋势;</p></li><li><p>2020年Q2交付量为10331辆,平均113.5辆/天;</p></li><li><p>2020年Q3可能也会不错,因为除了ES6和ES8,EC6九月份也要开始交付了。</p></li></ul><p>交付量上去了,营收上去了,研发费用却大幅降低,情况就是这么个情况,这是与特斯拉营收大致相同阶段的不同之处。<b>这是对资本市场盈利压力之下的一种妥协,一种投降。</b></p><p>投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。</p><p><i><b>02、</b></i><b>实惠减少</b></p><p>二季度,蔚来迎来里程碑时刻:毛利率转正且可持续(预计Q3和Q4能维持正毛利)。</p><p><img src=\"https://static.tigerbbs.com/1608af6bd25c3ef5316a9447a3330da7\" tg-width=\"772\" tg-height=\"471\"></p><p>▲图2:蔚来毛利率变化图。来源:公司财报,锦缎。</p><p>这对股东来说是好事,这对用户来说就不一定了。蔚来解释它提高毛利率的武器有两个:</p><p><b>第一, 规模效应。</b></p><p>这个大家都懂,规模大了,工人更熟练,学习曲线上去了,浪费减少,毛利率自然提高。</p><p>但是,咱回头来看看,规模确实提高了,今年Q2比去年Q4交付量多了2107辆,这会对生产效率产生极大改善吗?改善足矣大到里外里17.3%的差距吗(去年Q4毛利率为-8.9%)?如果是这样,月交付量到了5000辆毛利率得有多高?</p><p>所以我们认为,这次毛利率转正过程中,规模效应不是主要的原因。</p><p><b>第二,节省BOM。</b></p><p>BOM即Bill of Material,物料。蔚来管理层在电话会上说,“Q3和Q4我们会维持毛利率,我们预测我们仍然有一些进步的空间,例如通过节省BOM等方式,10%是可以实现的,但是更进一步的话我们不希望在目前实现。我们可以看到毛利率有提升空间,从各方面来说都有改善机会,但目前我们希望用谨慎的角度来看待这件事。”</p><p>过去,蔚来的ES8/ES6造的很卖力,为了用户不惜用料,你很难听到有车评人士说“蔚来有座椅特别硬这样的硬伤”——这是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(NASDAQ:LI)被喷的很多的问题,也是外界认为理想在很低的销量之下毛利率为正的原因。</p><p>而现在,蔚来节省BOM换取毛利率。虽然管理层也知道节制,表示,“但是更进一步的话我们不希望在目前实现……但目前我们希望用谨慎的角度来看待这件事……”但终究,实惠减少了。</p><p><i><b>03、</b></i><b>魔幻蔚来</b></p><p>研发费用变少,实惠可能也会逐步变少,那蔚来要拿什么来俘获用户的芳心,又要向还没入场的资本市场投资者讲出什么样的故事呢?</p><p>答案是:AI的故事,无人驾驶的故事。</p><p>2020年8月14日,媒体消息:任少卿加盟蔚来,担任“助理副总裁”。</p><p><img src=\"https://static.tigerbbs.com/144993b8bdf14aed2338ac07690fb403\" tg-width=\"365\" tg-height=\"645\"></p><p>▲图3:任少卿简历。</p><p>引用任少卿的学术圈地位的描述:</p><blockquote>“他是AI图像识别检测圈无人不晓的大神啊!Resnet 和 faster rcnn 是当下深度学习发展阶段的重要里程碑。Resnet不同于以往的网络,它试图拟合残差,训练速度快。目前也是各种深度学习应用的backbone;而 faster rcnn 是两阶段目标检测的sota技术,无敌的存在。而任少卿,基本是这俩深度学习算法相关顶级论文的参与作者。Faster rcnn,他是一作!”</blockquote><p>科技新能源车最酷炫的卖点,这简直是男人的Viagra。</p><p>蔚来有mobileye的芯片支撑算力,任少卿加盟支撑算法,再加上不断交付的车辆增强数据。活脱脱的“AI造车新势力”,L4自动驾驶的目标还会远吗?</p><p>在自动驾驶方面能走多远不知道,但这一点需要我们足够的警惕。因为“下周回国”的那个男人,早已砍掉了我们对科技的溢价。你看,Faraday Future偏向无人驾驶,高科技感十足的专利聚类包括:</p><p><img src=\"https://static.tigerbbs.com/8daed259f14788161671f442b507a74b\" tg-width=\"1080\" tg-height=\"589\"></p><p>▲图4:Faraday Future专利分类。来源:incopat</p><p>模式识别302件;导航数据203件;位置测量误差202件;集成驱动185件;门铰链173件。最终,Faraday Future尘归尘,土归土。<b>多年以后不确定能不能实现的梦想,不应该给予折现。</b></p><p>理智的看,自动驾驶商用化很难,技术上无法实现,法规上还未配套,可能5-10年以后情况会改观,但不是现在。</p><p><b>但这又有什么关系呢,反正能讲的故事变多了:故事——交付量——收入——估值——故事。</b></p><p>一种循环,永不落幕。</p>","source":"lsy1596593134739","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>李斌向资本低头,蔚来能涨40倍?</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李斌向资本低头,蔚来能涨40倍?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-18 10:14 北京时间 <a href=https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA><strong>锦缎</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:1997年IPO时投资亚马逊,23年来2000倍回报,年化收益率39%。长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。蔚来走在后面这条路上,它向...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199767469","content_text":"优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:1997年IPO时投资亚马逊,23年来2000倍回报,年化收益率39%。长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。蔚来走在后面这条路上,它向资本市场低头了。如果一家企业向资本市场投降,向股东投降,最显著的观察点是减少了策略性成本。所谓策略性可变成本,即直接涉及并提高长期业绩表现的成本,最典型的莫过于研发投入。前两天看到有个魔怔投资者说,蔚来要涨40倍。呵呵,从来没听说处于追赶段位的公司,研发投入不跟上,股价还能涨40倍的。话说回来,之所以短期利益变得更加重要,也许是因为李斌真的穷怕了。困难重重之下终于拿到融资,但这并不简单,也不是毫无条件的。安徽这70亿元的战略投资有严苛的对赌协议,如果完不成,蔚来得以8.5%的年复合增长率回购其股份。01、“投降”趋势蔚来在研发投入上的态度,从数字上来看一览无余。总结下来是:没钱砍研发。2019年下半年,蔚来融资不利,现金流紧张开始。蔚来的研发费用从那时开始同比大幅下降,2019Q3,同比+0%;2019Q4,同比-33%;2020Q1,同比-52%。有钱砍研发。2020年4月得到安徽70亿元投资,以及六家银行百亿授信,2020Q2,同比-58%。有钱没钱砍研发。8月11日的电话会里,蔚来管理层对研发投入的描述是这样的,“保证每年研发投入在30亿元以内,我们会围绕下一代自动驾驶技术进行研发,大约5-6亿元/季度的投入,每个季度的投入将根据车型开发进度进行调整。”预算大致固定了。▲图1:蔚来研发费用。来源:公司财报,锦缎。预感有人会拿特斯拉出来说事,这里提前堵住反对票的嘴。现在的特斯拉,从单季度营收来看,当前的蔚来(Q2收入37.2亿元)大致和2013年Q1的特斯拉相当,后者2013年Q1收入5.6亿元(按当时6.28的汇率,折合人民币35.3亿元)。特斯拉在蔚来这个收入量级(单个季度三四十亿元)的2013年,四个季度研发费用分别同比下降:-19%,-31%,-10%,-1%。老大哥特斯拉研发费用都可以下降为什么蔚来不可以?蔚来当然不可以,橘生淮南淮北可甜可苦,我们具体问题具体分析:当时特斯拉环比收入陷入停滞,四个季度营收分别是5.6亿美元、4.1亿美元、4.3亿美元和6.15亿美元,经营的不确定很大。这个时期,研发费用下降无可厚非,下降也没蔚来往腰斩去这么恐怖。而蔚来呢,交付量节节攀升:2019年Q4交付量为8224辆,平均89.4辆/天;中间2020年Q1新冠病毒挖了个小坑但并不影响向上的趋势;2020年Q2交付量为10331辆,平均113.5辆/天;2020年Q3可能也会不错,因为除了ES6和ES8,EC6九月份也要开始交付了。交付量上去了,营收上去了,研发费用却大幅降低,情况就是这么个情况,这是与特斯拉营收大致相同阶段的不同之处。这是对资本市场盈利压力之下的一种妥协,一种投降。投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。02、实惠减少二季度,蔚来迎来里程碑时刻:毛利率转正且可持续(预计Q3和Q4能维持正毛利)。▲图2:蔚来毛利率变化图。来源:公司财报,锦缎。这对股东来说是好事,这对用户来说就不一定了。蔚来解释它提高毛利率的武器有两个:第一, 规模效应。这个大家都懂,规模大了,工人更熟练,学习曲线上去了,浪费减少,毛利率自然提高。但是,咱回头来看看,规模确实提高了,今年Q2比去年Q4交付量多了2107辆,这会对生产效率产生极大改善吗?改善足矣大到里外里17.3%的差距吗(去年Q4毛利率为-8.9%)?如果是这样,月交付量到了5000辆毛利率得有多高?所以我们认为,这次毛利率转正过程中,规模效应不是主要的原因。第二,节省BOM。BOM即Bill of Material,物料。蔚来管理层在电话会上说,“Q3和Q4我们会维持毛利率,我们预测我们仍然有一些进步的空间,例如通过节省BOM等方式,10%是可以实现的,但是更进一步的话我们不希望在目前实现。我们可以看到毛利率有提升空间,从各方面来说都有改善机会,但目前我们希望用谨慎的角度来看待这件事。”过去,蔚来的ES8/ES6造的很卖力,为了用户不惜用料,你很难听到有车评人士说“蔚来有座椅特别硬这样的硬伤”——这是理想汽车(NASDAQ:LI)被喷的很多的问题,也是外界认为理想在很低的销量之下毛利率为正的原因。而现在,蔚来节省BOM换取毛利率。虽然管理层也知道节制,表示,“但是更进一步的话我们不希望在目前实现……但目前我们希望用谨慎的角度来看待这件事……”但终究,实惠减少了。03、魔幻蔚来研发费用变少,实惠可能也会逐步变少,那蔚来要拿什么来俘获用户的芳心,又要向还没入场的资本市场投资者讲出什么样的故事呢?答案是:AI的故事,无人驾驶的故事。2020年8月14日,媒体消息:任少卿加盟蔚来,担任“助理副总裁”。▲图3:任少卿简历。引用任少卿的学术圈地位的描述:“他是AI图像识别检测圈无人不晓的大神啊!Resnet 和 faster rcnn 是当下深度学习发展阶段的重要里程碑。Resnet不同于以往的网络,它试图拟合残差,训练速度快。目前也是各种深度学习应用的backbone;而 faster rcnn 是两阶段目标检测的sota技术,无敌的存在。而任少卿,基本是这俩深度学习算法相关顶级论文的参与作者。Faster rcnn,他是一作!”科技新能源车最酷炫的卖点,这简直是男人的Viagra。蔚来有mobileye的芯片支撑算力,任少卿加盟支撑算法,再加上不断交付的车辆增强数据。活脱脱的“AI造车新势力”,L4自动驾驶的目标还会远吗?在自动驾驶方面能走多远不知道,但这一点需要我们足够的警惕。因为“下周回国”的那个男人,早已砍掉了我们对科技的溢价。你看,Faraday Future偏向无人驾驶,高科技感十足的专利聚类包括:▲图4:Faraday Future专利分类。来源:incopat模式识别302件;导航数据203件;位置测量误差202件;集成驱动185件;门铰链173件。最终,Faraday 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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\">2022-01-26 12:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据路透社旗下媒体IFR:蔚来汽车考虑在新加坡第二次上市。</p><p>知情人士表示,蔚来汽车正考虑最早于今年在新加坡二次上市,而在香港上市的计划也面临监管审查。IFR去年3月报道称蔚来汽车已选择瑞士信贷和摩根士丹利安排其在香港的二次上市,这将涉及其高达5%的股本。在香港上市计划悬而未决的情况下,蔚来汽车已开始考虑在新加坡上市。按照蔚来汽车周二378亿美元的市值计算,假设该公司将出售至多5%的股份,这笔交易可能筹资约19亿美元。不过,其中一名知情人士表示,蔚来汽车不会完全放弃香港的计划,并将继续与香港监管机构讨论,以设法解决这个问题。</p><p>对此,蔚来回应称,对于市场传言,公司不予置评。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153863464","content_text":"据路透社旗下媒体IFR:蔚来汽车考虑在新加坡第二次上市。知情人士表示,蔚来汽车正考虑最早于今年在新加坡二次上市,而在香港上市的计划也面临监管审查。IFR去年3月报道称蔚来汽车已选择瑞士信贷和摩根士丹利安排其在香港的二次上市,这将涉及其高达5%的股本。在香港上市计划悬而未决的情况下,蔚来汽车已开始考虑在新加坡上市。按照蔚来汽车周二378亿美元的市值计算,假设该公司将出售至多5%的股份,这笔交易可能筹资约19亿美元。不过,其中一名知情人士表示,蔚来汽车不会完全放弃香港的计划,并将继续与香港监管机构讨论,以设法解决这个问题。对此,蔚来回应称,对于市场传言,公司不予置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330593904,"gmtCreate":1608643811908,"gmtModify":1703735927249,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514539557172064","authorIdStr":"3514539557172064"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330593904","repostId":"1171275977","repostType":4,"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397806214,"gmtCreate":1608216844738,"gmtModify":1703851849023,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514539557172064","authorIdStr":"3514539557172064"},"themes":[],"htmlText":"能复活吗","listText":"能复活吗","text":"能复活吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397806214","repostId":"1162872723","repostType":4,"isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975751801,"gmtCreate":1600848847003,"gmtModify":1703822677408,"author":{"id":"3514539557172064","authorId":"3514539557172064","name":"股票小白001","avatar":"https://static.tigerbbs.com/9227c39d004c349d8cd36074ed586baf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514539557172064","authorIdStr":"3514539557172064"},"themes":[],"htmlText":"神马情况啊","listText":"神马情况啊","text":"神马情况啊","images":[{"img":"https://static.tigerbbs.com/f2777a083849d9afda0de57eaf375064","width":"1080","height":"2254"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975751801","isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}