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空不异色
2021-10-05
没有国内的支持,港股就是个娘们儿
开盘:恒指低开1.1%,恒生科技指数跌2.02%
空不异色
2021-09-29
鬼话[疑问] [疑问]
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空不异色
2021-08-10
又开始唱空!就为了买个007
【摩根士丹利:将中芯国际H股评级下调至平配】
空不异色
2021-08-09
好像说全了,但好像什么都没有说的文章[开心] [开心] 还是谢谢作者[比心]
抱歉,原内容已删除
空不异色
2021-06-16
看起981又有麻烦了[财迷] [财迷] [财迷]
【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价33.3港元
空不异色
2021-03-26
是不是给华尔街出逃留下点时间啊?
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空不异色
2021-03-25
拜登这活不好干呢[开心] [开心] [开心]
抱歉,原内容已删除
空不异色
2021-03-25
利好港交所
中概股掀起腥风血雨,今年会是2018年的翻版吗?
空不异色
2021-02-25
廉颇老矣
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空不异色
2021-02-24
香港政府沒钱穷的
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空不异色
2021-01-29
全世界散户联合起来了👍👍👍改天换地!
香橼停止做空研究,专注于做多机会
空不异色
2020-11-19
浑水现在把自己弄浑了[开心] [开心] 凡是浑水做空的,都大涨了。
盘前异动:欢聚回应“浑水”做空!大涨近14%
空不异色
2020-06-23
$领智金融(08163)$
这是什么节奏?
空不异色
2020-05-28
真是人间少有的传奇!多子女,高寿,富甲一方,后继有人,从事赌业累富,这得多大的造化,多硬的命水😊😊
@小虎AV: 【纪录片《豪门秘事》讲述赌王何鸿燊的传奇人生】据港媒报道,一代赌王何鸿燊去世,享年98岁[默哀]。纪录片带你了解澳门赌王何鸿燊的传奇人生,如何从一个落魄少年成长为一代赌王!纪录片还讲到了霍英东和李嘉诚,可以慢慢看[哟哟]$澳博控股ADR(SJMHY)$ $澳博控股(00880)$ $新濠国际发展(00200)$ $信德集团(00242)$
空不异色
2020-05-18
$中国铁塔(00788)$
为什么呀?请教一下高人指点,为什么这么阴跌?
空不异色
2020-05-07
有这么容易赚的钱?😿😿诱多多
抱歉,原内容已删除
空不异色
2020-04-29
常识是投资价值
@纯钧:不要对抗美联储,但我们更不要对抗常识
空不异色
2020-04-20
该股现价1.76,涨幅1.38%,数学是体育老师教的
【大行评级 | 大和:铁塔(0788.HK)业绩符预期 维持目标价1.38港元】
空不异色
2020-03-25
断断续续做股民己有二十多年,小投入的参与一直是小收入的结果。2019年退休后开始有空了,赶上科技股的浪潮收益让人欣喜。结果一场瘟疫又重回起点。但本人觉得值得,4次熔断,石油超跌,全球抗疫,特朗普飙演,中国四处救援,这些都在股市里有所反应。大国博奕精彩纷呈。在危机结束的曙光还未到来的黎明,正好抓紧时间读读本杰明格雷厄姆的《证卷分析》,以期悟道聪慧。
空不异色
2020-03-06
有媒体称,随着疫情在全球的打散,A股及港股有可能成为全球资本市场的避风港?
去老虎APP查看更多动态
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09:20","market":"hk","language":"zh","title":"开盘:恒指低开1.1%,恒生科技指数跌2.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114016883","media":"老虎资讯综合","summary":"10月5日讯,隔夜欧美股市大跌,港股三大指数大幅低开,恒指跌1.1%报23771点,国指跌1.36%报8405点,恒生科技指数跌2.02%报5852点。\n盘面上,大型科技股集体下挫,阿里巴巴跌3.65","content":"<p>10月5日讯,隔夜欧美股市大跌,港股三大指数大幅低开,恒指跌1.1%报23771点,国指跌1.36%报8405点,恒生科技指数跌2.02%报5852点。</p>\n<p>盘面上,大型科技股集体下挫,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌3.65%续创历史新低,<a href=\"https://laohu8.com/S/09888\">百度</a>跌3.15%,美团、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超2%,家电股、内房股、银行股、光伏股普跌,<a href=\"https://laohu8.com/S/600036\">招商银行</a>低开超3%;昨日领衔下跌的生物医药股部分反弹,<a href=\"https://laohu8.com/S/600196\">复星医药</a>涨3.7%,<a href=\"https://laohu8.com/S/01093\">石药集团</a>涨2%;石油股、海运股普遍上涨。<img src=\"https://static.tigerbbs.com/edf614686f9dc1867a06d89106fa901d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/00354\">中国软件国际</a>低开6.62%报12.7港元,成交1242万港元,市值369亿港元。公司公告,向不少于六名承配人配售最多合共1.62亿股配售股份,配售价为12.26港元/股,较昨日收市价13.6港元折让9.85%,配售股份约占扩大后股本的5.28%。所得款项将用于云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>产品、解决方案的研发;打造鸿蒙软硬件产品、解决方案;以及一般营运资金。</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>开盘:恒指低开1.1%,恒生科技指数跌2.02%</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开盘:恒指低开1.1%,恒生科技指数跌2.02%\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\">2021-10-05 09:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月5日讯,隔夜欧美股市大跌,港股三大指数大幅低开,恒指跌1.1%报23771点,国指跌1.36%报8405点,恒生科技指数跌2.02%报5852点。</p>\n<p>盘面上,大型科技股集体下挫,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌3.65%续创历史新低,<a href=\"https://laohu8.com/S/09888\">百度</a>跌3.15%,美团、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超2%,家电股、内房股、银行股、光伏股普跌,<a href=\"https://laohu8.com/S/600036\">招商银行</a>低开超3%;昨日领衔下跌的生物医药股部分反弹,<a href=\"https://laohu8.com/S/600196\">复星医药</a>涨3.7%,<a href=\"https://laohu8.com/S/01093\">石药集团</a>涨2%;石油股、海运股普遍上涨。<img src=\"https://static.tigerbbs.com/edf614686f9dc1867a06d89106fa901d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/00354\">中国软件国际</a>低开6.62%报12.7港元,成交1242万港元,市值369亿港元。公司公告,向不少于六名承配人配售最多合共1.62亿股配售股份,配售价为12.26港元/股,较昨日收市价13.6港元折让9.85%,配售股份约占扩大后股本的5.28%。所得款项将用于云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>产品、解决方案的研发;打造鸿蒙软硬件产品、解决方案;以及一般营运资金。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114016883","content_text":"10月5日讯,隔夜欧美股市大跌,港股三大指数大幅低开,恒指跌1.1%报23771点,国指跌1.36%报8405点,恒生科技指数跌2.02%报5852点。\n盘面上,大型科技股集体下挫,阿里巴巴跌3.65%续创历史新低,百度跌3.15%,美团、京东、腾讯跌超2%,家电股、内房股、银行股、光伏股普跌,招商银行低开超3%;昨日领衔下跌的生物医药股部分反弹,复星医药涨3.7%,石药集团涨2%;石油股、海运股普遍上涨。中国软件国际低开6.62%报12.7港元,成交1242万港元,市值369亿港元。公司公告,向不少于六名承配人配售最多合共1.62亿股配售股份,配售价为12.26港元/股,较昨日收市价13.6港元折让9.85%,配售股份约占扩大后股本的5.28%。所得款项将用于云智能产品、解决方案的研发;打造鸿蒙软硬件产品、解决方案;以及一般营运资金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862205325,"gmtCreate":1632879163305,"gmtModify":1632879163305,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"鬼话[疑问] [疑问] ","listText":"鬼话[疑问] [疑问] ","text":"鬼话[疑问] 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"688981":"中芯国际","SMI":"VanEck HIP Sustainable Muni 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169062713","repostId":"2143099766","repostType":2,"repost":{"id":"2143099766","kind":"news","pubTimestamp":1623807394,"share":"https://www.laohu8.com/m/news/2143099766?lang=&edition=full","pubTime":"2021-06-16 09:36","market":"hk","language":"zh","title":"【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价33.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2143099766","media":"凤凰网港股","summary":"凤凰网港股|高盛发研报指,该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%,基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动;以及从55nm迁移到40nm的产品,如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析,预计其在2021/22贡献占比分别为收入总额的16%/18%,及毛利总额的19%/21%。鉴于成熟节点的强劲需求、有利的价格趋势和当地设计公司客户不断增长的需求,该行维中芯国际(00981)买入评级,目标价33.3港元不变。","content":"<html><body><article><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指,该行认为40nm工艺节点是<a 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061609364579c697fb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"688981":"中芯国际","SMI":"VanEck HIP Sustainable Muni 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[开心] [开心] ","listText":"拜登这活不好干呢[开心] [开心] [开心] ","text":"拜登这活不好干呢[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358855502","repostId":"2122492349","repostType":4,"isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358906069,"gmtCreate":1616646431451,"gmtModify":1616646431451,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"利好港交所","listText":"利好港交所","text":"利好港交所","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358906069","repostId":"1190595276","repostType":4,"repost":{"id":"1190595276","kind":"news","pubTimestamp":1616642731,"share":"https://www.laohu8.com/m/news/1190595276?lang=&edition=full","pubTime":"2021-03-25 11:25","market":"us","language":"zh","title":"中概股掀起腥风血雨,今年会是2018年的翻版吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190595276","media":"格隆汇","summary":"摘要:山雨欲来?\n\n懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。\n昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。\n\n2020","content":"<blockquote>\n 摘要:山雨欲来?\n</blockquote>\n<p>懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。</p>\n<p>昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。</p>\n<p><img src=\"https://static.tigerbbs.com/cbfb5123c1497d7570dd3fc6ff9e1cab\" tg-width=\"692\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p>\n<p>2020年12月,时任美国总统特朗普正式签署了《外国公司问责法案》。该法案主要包含两项内容:</p>\n<p>1、如果外国公司连续三年未能通过美国公众公司会计监督委员会(PCAOB)的审计,将被禁止在美国任何交易所上市;</p>\n<p>2、上市公司需披露自己与该国政府的关系。</p>\n<p>充满了火药味的中美会谈刚刚不欢而散,法案就立马落地,很难让人相信二者之间没有什么关系。</p>\n<p>市场分析普遍认为,美国SEC正式通告,意味着在美上市的中概股将面临更大的退市压力。</p>\n<p>受此影响,昨夜中概股集体暴跌,带动纳指的跌幅超过2%。截至美股收市,腾讯音乐跌27%,唯品会跌21%,爱奇艺跌近20%;新能车小鹏汽车跌超15%,理想汽车跌超13%,蔚来汽车跌超10%;百度、拼多多、哔哩哔哩均跌9%左右。</p>\n<p><img src=\"https://static.tigerbbs.com/7990411053bdd2c68ced8d126b1faf69\" tg-width=\"534\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>除了中石油、中石化因为国际油价的大涨逃过一劫,头部中概股几乎无一幸免。</p>\n<p>回到中国,已经回港上市的个股均被拖累,恒生科技指数开盘一度大跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/937f24a8781c59f9fd396711afef4fbc\" tg-width=\"691\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p>\n<p>截止目前,恒科指跌近2%,京东、阿里巴巴均跌4超%,小米、网易、美团等集体跟跌。</p>\n<p><img src=\"https://static.tigerbbs.com/aa909914372b96d63df380bdb7e7357f\" tg-width=\"662\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股以科技公司为主,而这种现象的背后有着深刻的历史原因。</p>\n<p><b>1、回港市场潮或加剧,流动性隐忧</b></p>\n<p>千禧年前后,中国的股票市场还处在起步阶段,上市的门槛较为严格。在审核制、核准制的制度下,发行股票融资的时间成本比较大,最重要的是我国发行股票上市融资的标准比较高,需要公司资产达到一定规模,连续三年盈利且净资产收益率要达到10%。</p>\n<p>创新型的具有高风险的互联网公司很难达到标准,但彼时国内互联网行业正值发展初期,需要大量烧钱。</p>\n<p>加上彼时国内资金缺乏,银行的理念并不开放,贷款的发放较为严格,因为看不懂科技公司的盈利模式,导致互联网型企业很难通过大渠道融资。</p>\n<p>所以,当时这类新兴企业主要的资金来源是天使投资+风险投资+私募基金,而当年这些投资机构大多来自境外。最为人所知的例子就是阿里巴巴了,马云就是从日本风投公司软银那里成功融到资的。</p>\n<p>但是,我国法律对境外资金投资电信相关企业(含互联网在内)有非常严格的限制,合资企业基本上不可能获批,为了解决这个问题,合资企业纷纷采取VIE架构,绕过这一层政策监管。</p>\n<p>但VIE架构也被和智能将会认定为规避法律政策,其合法性有问题。</p>\n<p>所以就成了一个无解的局面:缺钱——引入外资——变成合资企业——采取VIE架构——没法在A股上市。</p>\n<p>而美国、香港都是注册制,上市门槛很低,甚至不盈利的公司,只要满足一定的规模,完成流程和合规方面的要求,都能上市,融资效率高。</p>\n<p>因此,才形成了互联网公司纷纷赴海外上市的现象。</p>\n<p>近几年,出于各种考虑,中概股回港二次上市的公司越来越多。预计美国法案落地之后,在“退市焦虑”之下,这股风潮将会加剧。</p>\n<p>根据Wind数据统计,目前在美上市的中概股以科技、消费及医疗为主,共计272家。根据港交所的最新原则,在美中概股回归上市需符合以下两点要求中的其中一点:其一为市值大于400亿港元,其二为市值大于100亿港元且当期收入超过10亿港元。根据银河证券今年3月2日发布的研报,目前有48家符合在香港二次上市要求的中概股公司。</p>\n<p>优质资产的回归,无论是顶层设计者还是投资者自然是张开双手欢迎的,只是需要担心的问题是,互联网巨头集体回港,对资金的需求将是一个很大的问题。</p>\n<p>去年6月网易赴港二次上市,首日涨6%,成交额72亿港元,当天恒指跌了2%。</p>\n<p>港股本身就存在流动性不足的情况,“抽血机”一个接一个发动,市场估计不会小。</p>\n<p><b>2、今年会是2018年的翻版吗?</b></p>\n<p>《外国公司问责法案》的落地,对中概股造成直接的打击,但更大的问题是在这背后,我们看到周围的环境愈发让人感到不安了。</p>\n<p>前段时间,国家开始收流动性的时候,很多人都在猜测今年会不会是2018年的翻版。</p>\n<p><img src=\"https://static.tigerbbs.com/867e30311670e615ad48558e6158ee1a\" tg-width=\"692\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>但是现在看来,周围环境的恶劣程度和当年相比或许犹有过之。</p>\n<p>这段时间的国际上的大戏一出接着一出。充满火药味连午饭都不吃了的中美交谈会,欧盟和中国的制裁与反制裁,昨天欧洲议会决定取消《中欧全面投资协定》,再加上突如其来的HM公司的声明……总给人一种山雨欲来的感觉。</p>\n<p>稳定的宏观环境对市场的重要性不言而喻,如果周围环境动荡加剧,A股很难不受影响。</p>","source":"gelonghui_highlight","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>中概股掀起腥风血雨,今年会是2018年的翻版吗?</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中概股掀起腥风血雨,今年会是2018年的翻版吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 11:25 北京时间 <a href=https://www.gelonghui.com/p/453979><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:山雨欲来?\n\n懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。\n昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。\n\n2020年12月,时任美国总统特朗普正式签署了《外国公司问责法案》。该法案主要包含两项内容:\n1、如果外国公司连续三年未能通过美国公众公司会计监督委员会(PCAOB)的审计,将被禁止在美国任何交易所上市;\n2...</p>\n\n<a href=\"https://www.gelonghui.com/p/453979\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31992235e2d733c9c23402f8622ffd51","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/453979","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1190595276","content_text":"摘要:山雨欲来?\n\n懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。\n昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。\n\n2020年12月,时任美国总统特朗普正式签署了《外国公司问责法案》。该法案主要包含两项内容:\n1、如果外国公司连续三年未能通过美国公众公司会计监督委员会(PCAOB)的审计,将被禁止在美国任何交易所上市;\n2、上市公司需披露自己与该国政府的关系。\n充满了火药味的中美会谈刚刚不欢而散,法案就立马落地,很难让人相信二者之间没有什么关系。\n市场分析普遍认为,美国SEC正式通告,意味着在美上市的中概股将面临更大的退市压力。\n受此影响,昨夜中概股集体暴跌,带动纳指的跌幅超过2%。截至美股收市,腾讯音乐跌27%,唯品会跌21%,爱奇艺跌近20%;新能车小鹏汽车跌超15%,理想汽车跌超13%,蔚来汽车跌超10%;百度、拼多多、哔哩哔哩均跌9%左右。\n\n除了中石油、中石化因为国际油价的大涨逃过一劫,头部中概股几乎无一幸免。\n回到中国,已经回港上市的个股均被拖累,恒生科技指数开盘一度大跌超4%。\n\n截止目前,恒科指跌近2%,京东、阿里巴巴均跌4超%,小米、网易、美团等集体跟跌。\n\n中概股以科技公司为主,而这种现象的背后有着深刻的历史原因。\n1、回港市场潮或加剧,流动性隐忧\n千禧年前后,中国的股票市场还处在起步阶段,上市的门槛较为严格。在审核制、核准制的制度下,发行股票融资的时间成本比较大,最重要的是我国发行股票上市融资的标准比较高,需要公司资产达到一定规模,连续三年盈利且净资产收益率要达到10%。\n创新型的具有高风险的互联网公司很难达到标准,但彼时国内互联网行业正值发展初期,需要大量烧钱。\n加上彼时国内资金缺乏,银行的理念并不开放,贷款的发放较为严格,因为看不懂科技公司的盈利模式,导致互联网型企业很难通过大渠道融资。\n所以,当时这类新兴企业主要的资金来源是天使投资+风险投资+私募基金,而当年这些投资机构大多来自境外。最为人所知的例子就是阿里巴巴了,马云就是从日本风投公司软银那里成功融到资的。\n但是,我国法律对境外资金投资电信相关企业(含互联网在内)有非常严格的限制,合资企业基本上不可能获批,为了解决这个问题,合资企业纷纷采取VIE架构,绕过这一层政策监管。\n但VIE架构也被和智能将会认定为规避法律政策,其合法性有问题。\n所以就成了一个无解的局面:缺钱——引入外资——变成合资企业——采取VIE架构——没法在A股上市。\n而美国、香港都是注册制,上市门槛很低,甚至不盈利的公司,只要满足一定的规模,完成流程和合规方面的要求,都能上市,融资效率高。\n因此,才形成了互联网公司纷纷赴海外上市的现象。\n近几年,出于各种考虑,中概股回港二次上市的公司越来越多。预计美国法案落地之后,在“退市焦虑”之下,这股风潮将会加剧。\n根据Wind数据统计,目前在美上市的中概股以科技、消费及医疗为主,共计272家。根据港交所的最新原则,在美中概股回归上市需符合以下两点要求中的其中一点:其一为市值大于400亿港元,其二为市值大于100亿港元且当期收入超过10亿港元。根据银河证券今年3月2日发布的研报,目前有48家符合在香港二次上市要求的中概股公司。\n优质资产的回归,无论是顶层设计者还是投资者自然是张开双手欢迎的,只是需要担心的问题是,互联网巨头集体回港,对资金的需求将是一个很大的问题。\n去年6月网易赴港二次上市,首日涨6%,成交额72亿港元,当天恒指跌了2%。\n港股本身就存在流动性不足的情况,“抽血机”一个接一个发动,市场估计不会小。\n2、今年会是2018年的翻版吗?\n《外国公司问责法案》的落地,对中概股造成直接的打击,但更大的问题是在这背后,我们看到周围的环境愈发让人感到不安了。\n前段时间,国家开始收流动性的时候,很多人都在猜测今年会不会是2018年的翻版。\n\n但是现在看来,周围环境的恶劣程度和当年相比或许犹有过之。\n这段时间的国际上的大戏一出接着一出。充满火药味连午饭都不吃了的中美交谈会,欧盟和中国的制裁与反制裁,昨天欧洲议会决定取消《中欧全面投资协定》,再加上突如其来的HM公司的声明……总给人一种山雨欲来的感觉。\n稳定的宏观环境对市场的重要性不言而喻,如果周围环境动荡加剧,A股很难不受影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361893314,"gmtCreate":1614218111338,"gmtModify":1614218111338,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"廉颇老矣","listText":"廉颇老矣","text":"廉颇老矣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361893314","repostId":"1196469135","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363245564,"gmtCreate":1614146478658,"gmtModify":1614147098731,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"香港政府沒钱穷的","listText":"香港政府沒钱穷的","text":"香港政府沒钱穷的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363245564","repostId":"1180549188","repostType":4,"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316826697,"gmtCreate":1611928703319,"gmtModify":1703756451139,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"全世界散户联合起来了👍👍👍改天换地!","listText":"全世界散户联合起来了👍👍👍改天换地!","text":"全世界散户联合起来了👍👍👍改天换地!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316826697","repostId":"1128991080","repostType":4,"repost":{"id":"1128991080","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611928480,"share":"https://www.laohu8.com/m/news/1128991080?lang=&edition=full","pubTime":"2021-01-29 21:54","market":"us","language":"zh","title":"香橼停止做空研究,专注于做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1128991080","media":"老虎资讯综合","summary":"1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。香橼在","content":"<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</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 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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128991080","content_text":"1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390618583,"gmtCreate":1605785346042,"gmtModify":1703839574715,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"浑水现在把自己弄浑了[开心] [开心] 凡是浑水做空的,都大涨了。","listText":"浑水现在把自己弄浑了[开心] [开心] 凡是浑水做空的,都大涨了。","text":"浑水现在把自己弄浑了[开心] [开心] 凡是浑水做空的,都大涨了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390618583","repostId":"1145302535","repostType":4,"repost":{"id":"1145302535","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605776501,"share":"https://www.laohu8.com/m/news/1145302535?lang=&edition=full","pubTime":"2020-11-19 17:01","market":"us","language":"zh","title":"盘前异动:欢聚回应“浑水”做空!大涨近14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145302535","media":"老虎资讯综合","summary":"11月19日,美国三大股指期货短线下挫,截至发稿,道指期货跌0.46%;标普500指数期货跌0.43%;纳斯达克100指数期货跌0.63%。欢聚集团盘前涨近14%,公司回应做空称浑水的报告充满对直播行","content":"<p>11月19日,美国三大股指期货短线下挫,截至发稿,道指期货跌0.46%;标普500指数期货跌0.43%;纳斯达克100指数期货跌0.63%。</p><p><img src=\"https://static.tigerbbs.com/d3cc34e49a1bcbf1f154c80299e5afdc\" tg-width=\"1242\" tg-height=\"408\"></p><p><a href=\"https://laohu8.com/S/YY\">欢聚集团</a>盘前涨近14%,公司回应做空称浑水的报告充满对直播行业和生态无知,包含大量错误。</p><p><img src=\"https://static.tigerbbs.com/51f7c4a62ee21c28efdc885629303620\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨超7%,第三季度净亏损缩窄,单月活跃用户人数再破纪录。</p><p><img src=\"https://static.tigerbbs.com/4381f9fd6018ed4bbb9a1d571dca5d24\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>盘前涨5%,昨日收涨超90%。</p><p><img src=\"https://static.tigerbbs.com/c18c7bcc073a14332259ba3ca6d5a411\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前跌超2%,公司预计第四季度数据中心业务营收将环比略微下降。</p><p><img src=\"https://static.tigerbbs.com/c8ee26e535a2fb8742d26a1aead3ad56\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/KNDI\">康迪车业</a>盘前涨超16%,K23和K27电动汽车获批美德州政府2500美元购车补贴</p><p><img src=\"https://static.tigerbbs.com/38a33da072a26f36e6baba5a89500695\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>盘前跌超7%,Q3净亏损同比扩大280%</p><p><img src=\"https://static.tigerbbs.com/0e3180e63a7da36d17bca96593f7b44a\" tg-width=\"867\" tg-height=\"833\"></p><p>网易有道盘前涨近9%,第三季度净收入同比增长159%</p><p><img src=\"https://static.tigerbbs.com/679348aec0b04b8bf2cb44fd8c7eef25\" tg-width=\"867\" tg-height=\"833\"></p><p>Nikola盘前涨超5%,此前<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示与其签署有关锂电池系统协议。</p><p><img src=\"https://static.tigerbbs.com/d9cdc3577aa2f5cc6bf0256862d5f74c\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前跌超7%,第三季度净利润同比下降7.4%</p><p><img src=\"https://static.tigerbbs.com/ad515fceee4360c0ce8dac641618b997\" tg-width=\"867\" tg-height=\"833\"></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>盘前异动:欢聚回应“浑水”做空!大涨近14%</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; 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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\">2020-11-19 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月19日,美国三大股指期货短线下挫,截至发稿,道指期货跌0.46%;标普500指数期货跌0.43%;纳斯达克100指数期货跌0.63%。</p><p><img src=\"https://static.tigerbbs.com/d3cc34e49a1bcbf1f154c80299e5afdc\" tg-width=\"1242\" tg-height=\"408\"></p><p><a href=\"https://laohu8.com/S/YY\">欢聚集团</a>盘前涨近14%,公司回应做空称浑水的报告充满对直播行业和生态无知,包含大量错误。</p><p><img src=\"https://static.tigerbbs.com/51f7c4a62ee21c28efdc885629303620\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨超7%,第三季度净亏损缩窄,单月活跃用户人数再破纪录。</p><p><img src=\"https://static.tigerbbs.com/4381f9fd6018ed4bbb9a1d571dca5d24\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>盘前涨5%,昨日收涨超90%。</p><p><img src=\"https://static.tigerbbs.com/c18c7bcc073a14332259ba3ca6d5a411\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前跌超2%,公司预计第四季度数据中心业务营收将环比略微下降。</p><p><img src=\"https://static.tigerbbs.com/c8ee26e535a2fb8742d26a1aead3ad56\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/KNDI\">康迪车业</a>盘前涨超16%,K23和K27电动汽车获批美德州政府2500美元购车补贴</p><p><img src=\"https://static.tigerbbs.com/38a33da072a26f36e6baba5a89500695\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>盘前跌超7%,Q3净亏损同比扩大280%</p><p><img src=\"https://static.tigerbbs.com/0e3180e63a7da36d17bca96593f7b44a\" tg-width=\"867\" tg-height=\"833\"></p><p>网易有道盘前涨近9%,第三季度净收入同比增长159%</p><p><img src=\"https://static.tigerbbs.com/679348aec0b04b8bf2cb44fd8c7eef25\" tg-width=\"867\" tg-height=\"833\"></p><p>Nikola盘前涨超5%,此前<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示与其签署有关锂电池系统协议。</p><p><img src=\"https://static.tigerbbs.com/d9cdc3577aa2f5cc6bf0256862d5f74c\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前跌超7%,第三季度净利润同比下降7.4%</p><p><img src=\"https://static.tigerbbs.com/ad515fceee4360c0ce8dac641618b997\" tg-width=\"867\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".SPX":"S&P 500 Index","KNDI":"康迪车业","NVDA":"英伟达",".IXIC":"NASDAQ Composite","DNK":"蛋壳公寓","YY":"欢聚集团","ZTO":"中通快递","CD":"秦淮数据","BILI":"哔哩哔哩",".DJI":"道琼斯","NKLA":"Nikola 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href=\"https://laohu8.com/S/08163\">$领智金融(08163)$</a>这是什么节奏?","listText":"<a href=\"https://laohu8.com/S/08163\">$领智金融(08163)$</a>这是什么节奏?","text":"$领智金融(08163)$这是什么节奏?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954871045","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951952217,"gmtCreate":1590636353939,"gmtModify":1704193185706,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"真是人间少有的传奇!多子女,高寿,富甲一方,后继有人,从事赌业累富,这得多大的造化,多硬的命水😊😊","listText":"真是人间少有的传奇!多子女,高寿,富甲一方,后继有人,从事赌业累富,这得多大的造化,多硬的命水😊😊","text":"真是人间少有的传奇!多子女,高寿,富甲一方,后继有人,从事赌业累富,这得多大的造化,多硬的命水😊😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951952217","repostId":"953506595","repostType":1,"repost":{"id":953506595,"gmtCreate":1590475277106,"gmtModify":1704192568310,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【纪录片《豪门秘事》讲述赌王何鸿燊的传奇人生】据港媒报道,一代赌王何鸿燊去世,享年98岁[默哀]。纪录片带你了解澳门赌王何鸿燊的传奇人生,如何从一个落魄少年成长为一代赌王!纪录片还讲到了霍英东和李嘉诚,可以慢慢看[哟哟]$澳博控股ADR(SJMHY)$ $澳博控股(00880)$ $新濠国际发展(00200)$ $信德集团(00242)$\n \n","listText":"【纪录片《豪门秘事》讲述赌王何鸿燊的传奇人生】据港媒报道,一代赌王何鸿燊去世,享年98岁[默哀]。纪录片带你了解澳门赌王何鸿燊的传奇人生,如何从一个落魄少年成长为一代赌王!纪录片还讲到了霍英东和李嘉诚,可以慢慢看[哟哟]$澳博控股ADR(SJMHY)$ $澳博控股(00880)$ $新濠国际发展(00200)$ $信德集团(00242)$","text":"【纪录片《豪门秘事》讲述赌王何鸿燊的传奇人生】据港媒报道,一代赌王何鸿燊去世,享年98岁[默哀]。纪录片带你了解澳门赌王何鸿燊的传奇人生,如何从一个落魄少年成长为一代赌王!纪录片还讲到了霍英东和李嘉诚,可以慢慢看[哟哟]$澳博控股ADR(SJMHY)$ $澳博控股(00880)$ $新濠国际发展(00200)$ $信德集团(00242)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953506595","isVote":1,"tweetType":2,"object":{"id":"7cd318b186ec476f9114a0fa4d81660f","tweetId":"953506595","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0bd2bc445285890803033826045/IIHhpH8eg3MA.mp4","poster":"https://static.tigerbbs.com/8a07ed3e99135aa9b4e77cf3b9a2614f"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959942512,"gmtCreate":1589767318236,"gmtModify":1704190515366,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"<a 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Davis日记,把这次美股魔幻般的反弹写的特别清楚,非常好的一篇文章。推荐阅读。被动交易在08年以后大为盛行,无数的对冲基金根据市场的数据用程序做出最优的选择。当人工智能最开始能有效地剥离人的情绪,做出更优于人类选择的交易方式后;他们无疑是领先了时代,达利欧的跨周期模型从一开始出道就显得那么得无懈可击;以至于追随者无数,非常多的对冲基金使用同样的策略,不断涌进的投资者甚至都让six sigma和大奖章等知名量化基金被迫要关闭公开募集通道;仗朝之年的巴菲特也要对着自己的妻子说,等我归去之时,请买指数基金。任何的公司只要挤入了S&P 500, 就意味着美国这个央行新创造出来的货币需要被迫地推高这些公司的股价。而在低增长率,低通胀率的现行经济环境下,央行缓慢地放水成了让市场和社会看起来稳定的一个必要条件;更何况在美国,股市基本被401K计划绑架,而养老金是跟每一个市民息息相关的,如果一任总统让大部分人的养老金账户都录得亏损,从其他的角度谈民意是毫无意义的;这也能理解为何川普在疫情的初期对股市看得比疫情本身要重要得多;因为人的本性会把注意力放在更大概率发生的事情上;会不会得新冠是有概率的,但是会变穷是一定的;这也不难理解为何川普在疫情面前做了一系列无知到极限的防疫措施之后,在面对新闻记者表现像一个毫无教养的赖皮之后;他的支持率并没有出现明显的下滑,因为很简单,他给了美国人钱;并且还在支票上印上了自己的名字,因新冠死去的人没有机会再投票;活着的人不用工作却获得了钱;他们感谢川普;因为只有川普做到了让他们不用工作还可以坐在家里看美剧,坐在家里网购;在街头成片救护车的呼叫声中,他们用手中的购买力;把奈飞和亚马逊的股价买出了新高。人的本性就是自私的动物,他们很多时候根本不在乎世界会变成什么样子;他们更在乎的是改变了的世界会让我变成什么样子;1Never fight aga","listText":"本文转自 Davis日记,把这次美股魔幻般的反弹写的特别清楚,非常好的一篇文章。推荐阅读。被动交易在08年以后大为盛行,无数的对冲基金根据市场的数据用程序做出最优的选择。当人工智能最开始能有效地剥离人的情绪,做出更优于人类选择的交易方式后;他们无疑是领先了时代,达利欧的跨周期模型从一开始出道就显得那么得无懈可击;以至于追随者无数,非常多的对冲基金使用同样的策略,不断涌进的投资者甚至都让six sigma和大奖章等知名量化基金被迫要关闭公开募集通道;仗朝之年的巴菲特也要对着自己的妻子说,等我归去之时,请买指数基金。任何的公司只要挤入了S&P 500, 就意味着美国这个央行新创造出来的货币需要被迫地推高这些公司的股价。而在低增长率,低通胀率的现行经济环境下,央行缓慢地放水成了让市场和社会看起来稳定的一个必要条件;更何况在美国,股市基本被401K计划绑架,而养老金是跟每一个市民息息相关的,如果一任总统让大部分人的养老金账户都录得亏损,从其他的角度谈民意是毫无意义的;这也能理解为何川普在疫情的初期对股市看得比疫情本身要重要得多;因为人的本性会把注意力放在更大概率发生的事情上;会不会得新冠是有概率的,但是会变穷是一定的;这也不难理解为何川普在疫情面前做了一系列无知到极限的防疫措施之后,在面对新闻记者表现像一个毫无教养的赖皮之后;他的支持率并没有出现明显的下滑,因为很简单,他给了美国人钱;并且还在支票上印上了自己的名字,因新冠死去的人没有机会再投票;活着的人不用工作却获得了钱;他们感谢川普;因为只有川普做到了让他们不用工作还可以坐在家里看美剧,坐在家里网购;在街头成片救护车的呼叫声中,他们用手中的购买力;把奈飞和亚马逊的股价买出了新高。人的本性就是自私的动物,他们很多时候根本不在乎世界会变成什么样子;他们更在乎的是改变了的世界会让我变成什么样子;1Never fight aga","text":"本文转自 Davis日记,把这次美股魔幻般的反弹写的特别清楚,非常好的一篇文章。推荐阅读。被动交易在08年以后大为盛行,无数的对冲基金根据市场的数据用程序做出最优的选择。当人工智能最开始能有效地剥离人的情绪,做出更优于人类选择的交易方式后;他们无疑是领先了时代,达利欧的跨周期模型从一开始出道就显得那么得无懈可击;以至于追随者无数,非常多的对冲基金使用同样的策略,不断涌进的投资者甚至都让six 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13:29","market":"hk","language":"zh","title":"【大行评级 | 大和:铁塔(0788.HK)业绩符预期 维持目标价1.38港元】","url":"https://stock-news.laohu8.com/highlight/detail?id=2028221017","media":"格隆汇APP","summary":"原标题:【大行评级 | 大和:铁塔(0788.HK)业绩符预期 维持目标价1.38港元】 来源:格隆汇格隆汇4月20日丨大和总研发表研究报告指,中国铁塔(00788.HK)首季收入按年增长4.2%;E","content":"<html><body><p>原标题:【大行评级 | 大和:铁塔(0788.HK)业绩符预期 维持目标价1.38港元】 来源:格隆汇</p><p>格隆汇4月20日丨大和总研发表研究报告指,<a href=\"https://laohu8.com/S/00788\">中国铁塔</a>(00788.HK)首季收入按年增长4.2%;EBITDA利润率按年增长1.4个百分点;净利润按年增长13%至14.5亿元人民币。大和指出,公司业务相对不受新冠肺炎的影响,尽管首季净利润逊预期,但整体业绩符预期,在5G预期较高的情况下重申“沽售”评级,目标价维持1.38港元。该股现报1.76港元,涨幅1.73%,最新总市值3097.75亿港元。</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\" 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来源:格隆汇格隆汇4月20日丨大和总研发表研究报告指,中国铁塔(00788.HK)首季收入按年增长4.2%;EBITDA利润率按年增长1.4个百分点;净利润按年增长13%至14.5亿元人民币。大和指出,公司业务相对不受新冠肺炎的影响,尽管首季净利润逊预期,但整体业绩符预期,在5G预期较高的情况下重申“沽售”...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-04-20/doc-iirczymi7331551.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":{"00788":"中国铁塔"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-04-20/doc-iirczymi7331551.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2028221017","content_text":"原标题:【大行评级 | 大和:铁塔(0788.HK)业绩符预期 维持目标价1.38港元】 来源:格隆汇格隆汇4月20日丨大和总研发表研究报告指,中国铁塔(00788.HK)首季收入按年增长4.2%;EBITDA利润率按年增长1.4个百分点;净利润按年增长13%至14.5亿元人民币。大和指出,公司业务相对不受新冠肺炎的影响,尽管首季净利润逊预期,但整体业绩符预期,在5G预期较高的情况下重申“沽售”评级,目标价维持1.38港元。该股现报1.76港元,涨幅1.73%,最新总市值3097.75亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920414995,"gmtCreate":1585103212717,"gmtModify":1704356918651,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"断断续续做股民己有二十多年,小投入的参与一直是小收入的结果。2019年退休后开始有空了,赶上科技股的浪潮收益让人欣喜。结果一场瘟疫又重回起点。但本人觉得值得,4次熔断,石油超跌,全球抗疫,特朗普飙演,中国四处救援,这些都在股市里有所反应。大国博奕精彩纷呈。在危机结束的曙光还未到来的黎明,正好抓紧时间读读本杰明格雷厄姆的《证卷分析》,以期悟道聪慧。","listText":"断断续续做股民己有二十多年,小投入的参与一直是小收入的结果。2019年退休后开始有空了,赶上科技股的浪潮收益让人欣喜。结果一场瘟疫又重回起点。但本人觉得值得,4次熔断,石油超跌,全球抗疫,特朗普飙演,中国四处救援,这些都在股市里有所反应。大国博奕精彩纷呈。在危机结束的曙光还未到来的黎明,正好抓紧时间读读本杰明格雷厄姆的《证卷分析》,以期悟道聪慧。","text":"断断续续做股民己有二十多年,小投入的参与一直是小收入的结果。2019年退休后开始有空了,赶上科技股的浪潮收益让人欣喜。结果一场瘟疫又重回起点。但本人觉得值得,4次熔断,石油超跌,全球抗疫,特朗普飙演,中国四处救援,这些都在股市里有所反应。大国博奕精彩纷呈。在危机结束的曙光还未到来的黎明,正好抓紧时间读读本杰明格雷厄姆的《证卷分析》,以期悟道聪慧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/920414995","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981935985,"gmtCreate":1583479409747,"gmtModify":1704349982078,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518225366983001","authorIdStr":"3518225366983001"},"themes":[],"htmlText":"有媒体称,随着疫情在全球的打散,A股及港股有可能成为全球资本市场的避风港?","listText":"有媒体称,随着疫情在全球的打散,A股及港股有可能成为全球资本市场的避风港?","text":"有媒体称,随着疫情在全球的打散,A股及港股有可能成为全球资本市场的避风港?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981935985","isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":820247316,"gmtCreate":1633398136977,"gmtModify":1633399185868,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518225366983001","idStr":"3518225366983001"},"themes":[],"htmlText":"没有国内的支持,港股就是个娘们儿","listText":"没有国内的支持,港股就是个娘们儿","text":"没有国内的支持,港股就是个娘们儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820247316","repostId":"1114016883","repostType":4,"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361893314,"gmtCreate":1614218111338,"gmtModify":1614218111338,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518225366983001","idStr":"3518225366983001"},"themes":[],"htmlText":"廉颇老矣","listText":"廉颇老矣","text":"廉颇老矣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361893314","repostId":"1196469135","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316826697,"gmtCreate":1611928703319,"gmtModify":1703756451139,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518225366983001","idStr":"3518225366983001"},"themes":[],"htmlText":"全世界散户联合起来了👍👍👍改天换地!","listText":"全世界散户联合起来了👍👍👍改天换地!","text":"全世界散户联合起来了👍👍👍改天换地!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316826697","repostId":"1128991080","repostType":4,"repost":{"id":"1128991080","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611928480,"share":"https://www.laohu8.com/m/news/1128991080?lang=&edition=full","pubTime":"2021-01-29 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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-09-29 09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>重申<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>(00981)买入评级,目标价37.6港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"688981":"中芯国际","SMI":"VanEck HIP Sustainable Muni 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[财迷] [财迷] ","listText":"看起981又有麻烦了[财迷] [财迷] [财迷] ","text":"看起981又有麻烦了[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169062713","repostId":"2143099766","repostType":2,"repost":{"id":"2143099766","kind":"news","pubTimestamp":1623807394,"share":"https://www.laohu8.com/m/news/2143099766?lang=&edition=full","pubTime":"2021-06-16 09:36","market":"hk","language":"zh","title":"【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价33.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2143099766","media":"凤凰网港股","summary":"凤凰网港股|高盛发研报指,该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%,基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动;以及从55nm迁移到40nm的产品,如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析,预计其在2021/22贡献占比分别为收入总额的16%/18%,及毛利总额的19%/21%。鉴于成熟节点的强劲需求、有利的价格趋势和当地设计公司客户不断增长的需求,该行维中芯国际(00981)买入评级,目标价33.3港元不变。","content":"<html><body><article><p>凤凰网港股|<a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指,该行认为40nm工艺节点是<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%,基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动;以及从55nm迁移到40nm的产品,如ISP和高压显示驱动器芯片。</p><p>高盛对40nm进行建模分析,预计其在2021/22贡献占比分别为收入总额的16%/18%,及<span>毛利</span>总额的19%/21%。鉴于成熟节点的强劲需求、有利的价格趋势和当地设计公司客户不断增长的需求,该行维<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)买入评级,目标价33.3港元不变。</p></article></body></html>","source":"tencent","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>【券商聚焦】高盛重申中芯国际(00981)买入评级 目标价33.3港元</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061609364579c697fb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"688981":"中芯国际","SMI":"VanEck HIP Sustainable Muni 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11:25","market":"us","language":"zh","title":"中概股掀起腥风血雨,今年会是2018年的翻版吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190595276","media":"格隆汇","summary":"摘要:山雨欲来?\n\n懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。\n昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。\n\n2020","content":"<blockquote>\n 摘要:山雨欲来?\n</blockquote>\n<p>懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。</p>\n<p>昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。</p>\n<p><img src=\"https://static.tigerbbs.com/cbfb5123c1497d7570dd3fc6ff9e1cab\" tg-width=\"692\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p>\n<p>2020年12月,时任美国总统特朗普正式签署了《外国公司问责法案》。该法案主要包含两项内容:</p>\n<p>1、如果外国公司连续三年未能通过美国公众公司会计监督委员会(PCAOB)的审计,将被禁止在美国任何交易所上市;</p>\n<p>2、上市公司需披露自己与该国政府的关系。</p>\n<p>充满了火药味的中美会谈刚刚不欢而散,法案就立马落地,很难让人相信二者之间没有什么关系。</p>\n<p>市场分析普遍认为,美国SEC正式通告,意味着在美上市的中概股将面临更大的退市压力。</p>\n<p>受此影响,昨夜中概股集体暴跌,带动纳指的跌幅超过2%。截至美股收市,腾讯音乐跌27%,唯品会跌21%,爱奇艺跌近20%;新能车小鹏汽车跌超15%,理想汽车跌超13%,蔚来汽车跌超10%;百度、拼多多、哔哩哔哩均跌9%左右。</p>\n<p><img src=\"https://static.tigerbbs.com/7990411053bdd2c68ced8d126b1faf69\" tg-width=\"534\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>除了中石油、中石化因为国际油价的大涨逃过一劫,头部中概股几乎无一幸免。</p>\n<p>回到中国,已经回港上市的个股均被拖累,恒生科技指数开盘一度大跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/937f24a8781c59f9fd396711afef4fbc\" tg-width=\"691\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p>\n<p>截止目前,恒科指跌近2%,京东、阿里巴巴均跌4超%,小米、网易、美团等集体跟跌。</p>\n<p><img src=\"https://static.tigerbbs.com/aa909914372b96d63df380bdb7e7357f\" tg-width=\"662\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股以科技公司为主,而这种现象的背后有着深刻的历史原因。</p>\n<p><b>1、回港市场潮或加剧,流动性隐忧</b></p>\n<p>千禧年前后,中国的股票市场还处在起步阶段,上市的门槛较为严格。在审核制、核准制的制度下,发行股票融资的时间成本比较大,最重要的是我国发行股票上市融资的标准比较高,需要公司资产达到一定规模,连续三年盈利且净资产收益率要达到10%。</p>\n<p>创新型的具有高风险的互联网公司很难达到标准,但彼时国内互联网行业正值发展初期,需要大量烧钱。</p>\n<p>加上彼时国内资金缺乏,银行的理念并不开放,贷款的发放较为严格,因为看不懂科技公司的盈利模式,导致互联网型企业很难通过大渠道融资。</p>\n<p>所以,当时这类新兴企业主要的资金来源是天使投资+风险投资+私募基金,而当年这些投资机构大多来自境外。最为人所知的例子就是阿里巴巴了,马云就是从日本风投公司软银那里成功融到资的。</p>\n<p>但是,我国法律对境外资金投资电信相关企业(含互联网在内)有非常严格的限制,合资企业基本上不可能获批,为了解决这个问题,合资企业纷纷采取VIE架构,绕过这一层政策监管。</p>\n<p>但VIE架构也被和智能将会认定为规避法律政策,其合法性有问题。</p>\n<p>所以就成了一个无解的局面:缺钱——引入外资——变成合资企业——采取VIE架构——没法在A股上市。</p>\n<p>而美国、香港都是注册制,上市门槛很低,甚至不盈利的公司,只要满足一定的规模,完成流程和合规方面的要求,都能上市,融资效率高。</p>\n<p>因此,才形成了互联网公司纷纷赴海外上市的现象。</p>\n<p>近几年,出于各种考虑,中概股回港二次上市的公司越来越多。预计美国法案落地之后,在“退市焦虑”之下,这股风潮将会加剧。</p>\n<p>根据Wind数据统计,目前在美上市的中概股以科技、消费及医疗为主,共计272家。根据港交所的最新原则,在美中概股回归上市需符合以下两点要求中的其中一点:其一为市值大于400亿港元,其二为市值大于100亿港元且当期收入超过10亿港元。根据银河证券今年3月2日发布的研报,目前有48家符合在香港二次上市要求的中概股公司。</p>\n<p>优质资产的回归,无论是顶层设计者还是投资者自然是张开双手欢迎的,只是需要担心的问题是,互联网巨头集体回港,对资金的需求将是一个很大的问题。</p>\n<p>去年6月网易赴港二次上市,首日涨6%,成交额72亿港元,当天恒指跌了2%。</p>\n<p>港股本身就存在流动性不足的情况,“抽血机”一个接一个发动,市场估计不会小。</p>\n<p><b>2、今年会是2018年的翻版吗?</b></p>\n<p>《外国公司问责法案》的落地,对中概股造成直接的打击,但更大的问题是在这背后,我们看到周围的环境愈发让人感到不安了。</p>\n<p>前段时间,国家开始收流动性的时候,很多人都在猜测今年会不会是2018年的翻版。</p>\n<p><img src=\"https://static.tigerbbs.com/867e30311670e615ad48558e6158ee1a\" tg-width=\"692\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>但是现在看来,周围环境的恶劣程度和当年相比或许犹有过之。</p>\n<p>这段时间的国际上的大戏一出接着一出。充满火药味连午饭都不吃了的中美交谈会,欧盟和中国的制裁与反制裁,昨天欧洲议会决定取消《中欧全面投资协定》,再加上突如其来的HM公司的声明……总给人一种山雨欲来的感觉。</p>\n<p>稳定的宏观环境对市场的重要性不言而喻,如果周围环境动荡加剧,A股很难不受影响。</p>","source":"gelonghui_highlight","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>中概股掀起腥风血雨,今年会是2018年的翻版吗?</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中概股掀起腥风血雨,今年会是2018年的翻版吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 11:25 北京时间 <a href=https://www.gelonghui.com/p/453979><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:山雨欲来?\n\n懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。\n昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。\n\n2020年12月,时任美国总统特朗普正式签署了《外国公司问责法案》。该法案主要包含两项内容:\n1、如果外国公司连续三年未能通过美国公众公司会计监督委员会(PCAOB)的审计,将被禁止在美国任何交易所上市;\n2...</p>\n\n<a href=\"https://www.gelonghui.com/p/453979\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31992235e2d733c9c23402f8622ffd51","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/453979","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1190595276","content_text":"摘要:山雨欲来?\n\n懂王已隐退许久,但江湖仍因他掀起了一片腥风血雨。\n昨夜,美国证券交易委员会(SEC)发布最新通告称,已通过临时修正,以执行《外国公司责任法案》对上市公司信息披露的要求。\n\n2020年12月,时任美国总统特朗普正式签署了《外国公司问责法案》。该法案主要包含两项内容:\n1、如果外国公司连续三年未能通过美国公众公司会计监督委员会(PCAOB)的审计,将被禁止在美国任何交易所上市;\n2、上市公司需披露自己与该国政府的关系。\n充满了火药味的中美会谈刚刚不欢而散,法案就立马落地,很难让人相信二者之间没有什么关系。\n市场分析普遍认为,美国SEC正式通告,意味着在美上市的中概股将面临更大的退市压力。\n受此影响,昨夜中概股集体暴跌,带动纳指的跌幅超过2%。截至美股收市,腾讯音乐跌27%,唯品会跌21%,爱奇艺跌近20%;新能车小鹏汽车跌超15%,理想汽车跌超13%,蔚来汽车跌超10%;百度、拼多多、哔哩哔哩均跌9%左右。\n\n除了中石油、中石化因为国际油价的大涨逃过一劫,头部中概股几乎无一幸免。\n回到中国,已经回港上市的个股均被拖累,恒生科技指数开盘一度大跌超4%。\n\n截止目前,恒科指跌近2%,京东、阿里巴巴均跌4超%,小米、网易、美团等集体跟跌。\n\n中概股以科技公司为主,而这种现象的背后有着深刻的历史原因。\n1、回港市场潮或加剧,流动性隐忧\n千禧年前后,中国的股票市场还处在起步阶段,上市的门槛较为严格。在审核制、核准制的制度下,发行股票融资的时间成本比较大,最重要的是我国发行股票上市融资的标准比较高,需要公司资产达到一定规模,连续三年盈利且净资产收益率要达到10%。\n创新型的具有高风险的互联网公司很难达到标准,但彼时国内互联网行业正值发展初期,需要大量烧钱。\n加上彼时国内资金缺乏,银行的理念并不开放,贷款的发放较为严格,因为看不懂科技公司的盈利模式,导致互联网型企业很难通过大渠道融资。\n所以,当时这类新兴企业主要的资金来源是天使投资+风险投资+私募基金,而当年这些投资机构大多来自境外。最为人所知的例子就是阿里巴巴了,马云就是从日本风投公司软银那里成功融到资的。\n但是,我国法律对境外资金投资电信相关企业(含互联网在内)有非常严格的限制,合资企业基本上不可能获批,为了解决这个问题,合资企业纷纷采取VIE架构,绕过这一层政策监管。\n但VIE架构也被和智能将会认定为规避法律政策,其合法性有问题。\n所以就成了一个无解的局面:缺钱——引入外资——变成合资企业——采取VIE架构——没法在A股上市。\n而美国、香港都是注册制,上市门槛很低,甚至不盈利的公司,只要满足一定的规模,完成流程和合规方面的要求,都能上市,融资效率高。\n因此,才形成了互联网公司纷纷赴海外上市的现象。\n近几年,出于各种考虑,中概股回港二次上市的公司越来越多。预计美国法案落地之后,在“退市焦虑”之下,这股风潮将会加剧。\n根据Wind数据统计,目前在美上市的中概股以科技、消费及医疗为主,共计272家。根据港交所的最新原则,在美中概股回归上市需符合以下两点要求中的其中一点:其一为市值大于400亿港元,其二为市值大于100亿港元且当期收入超过10亿港元。根据银河证券今年3月2日发布的研报,目前有48家符合在香港二次上市要求的中概股公司。\n优质资产的回归,无论是顶层设计者还是投资者自然是张开双手欢迎的,只是需要担心的问题是,互联网巨头集体回港,对资金的需求将是一个很大的问题。\n去年6月网易赴港二次上市,首日涨6%,成交额72亿港元,当天恒指跌了2%。\n港股本身就存在流动性不足的情况,“抽血机”一个接一个发动,市场估计不会小。\n2、今年会是2018年的翻版吗?\n《外国公司问责法案》的落地,对中概股造成直接的打击,但更大的问题是在这背后,我们看到周围的环境愈发让人感到不安了。\n前段时间,国家开始收流动性的时候,很多人都在猜测今年会不会是2018年的翻版。\n\n但是现在看来,周围环境的恶劣程度和当年相比或许犹有过之。\n这段时间的国际上的大戏一出接着一出。充满火药味连午饭都不吃了的中美交谈会,欧盟和中国的制裁与反制裁,昨天欧洲议会决定取消《中欧全面投资协定》,再加上突如其来的HM公司的声明……总给人一种山雨欲来的感觉。\n稳定的宏观环境对市场的重要性不言而喻,如果周围环境动荡加剧,A股很难不受影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390618583,"gmtCreate":1605785346042,"gmtModify":1703839574715,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518225366983001","idStr":"3518225366983001"},"themes":[],"htmlText":"浑水现在把自己弄浑了[开心] [开心] 凡是浑水做空的,都大涨了。","listText":"浑水现在把自己弄浑了[开心] [开心] 凡是浑水做空的,都大涨了。","text":"浑水现在把自己弄浑了[开心] [开心] 凡是浑水做空的,都大涨了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390618583","repostId":"1145302535","repostType":4,"repost":{"id":"1145302535","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605776501,"share":"https://www.laohu8.com/m/news/1145302535?lang=&edition=full","pubTime":"2020-11-19 17:01","market":"us","language":"zh","title":"盘前异动:欢聚回应“浑水”做空!大涨近14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145302535","media":"老虎资讯综合","summary":"11月19日,美国三大股指期货短线下挫,截至发稿,道指期货跌0.46%;标普500指数期货跌0.43%;纳斯达克100指数期货跌0.63%。欢聚集团盘前涨近14%,公司回应做空称浑水的报告充满对直播行","content":"<p>11月19日,美国三大股指期货短线下挫,截至发稿,道指期货跌0.46%;标普500指数期货跌0.43%;纳斯达克100指数期货跌0.63%。</p><p><img src=\"https://static.tigerbbs.com/d3cc34e49a1bcbf1f154c80299e5afdc\" tg-width=\"1242\" tg-height=\"408\"></p><p><a href=\"https://laohu8.com/S/YY\">欢聚集团</a>盘前涨近14%,公司回应做空称浑水的报告充满对直播行业和生态无知,包含大量错误。</p><p><img src=\"https://static.tigerbbs.com/51f7c4a62ee21c28efdc885629303620\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨超7%,第三季度净亏损缩窄,单月活跃用户人数再破纪录。</p><p><img src=\"https://static.tigerbbs.com/4381f9fd6018ed4bbb9a1d571dca5d24\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>盘前涨5%,昨日收涨超90%。</p><p><img src=\"https://static.tigerbbs.com/c18c7bcc073a14332259ba3ca6d5a411\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前跌超2%,公司预计第四季度数据中心业务营收将环比略微下降。</p><p><img src=\"https://static.tigerbbs.com/c8ee26e535a2fb8742d26a1aead3ad56\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/KNDI\">康迪车业</a>盘前涨超16%,K23和K27电动汽车获批美德州政府2500美元购车补贴</p><p><img src=\"https://static.tigerbbs.com/38a33da072a26f36e6baba5a89500695\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>盘前跌超7%,Q3净亏损同比扩大280%</p><p><img src=\"https://static.tigerbbs.com/0e3180e63a7da36d17bca96593f7b44a\" tg-width=\"867\" tg-height=\"833\"></p><p>网易有道盘前涨近9%,第三季度净收入同比增长159%</p><p><img src=\"https://static.tigerbbs.com/679348aec0b04b8bf2cb44fd8c7eef25\" tg-width=\"867\" tg-height=\"833\"></p><p>Nikola盘前涨超5%,此前<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示与其签署有关锂电池系统协议。</p><p><img src=\"https://static.tigerbbs.com/d9cdc3577aa2f5cc6bf0256862d5f74c\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前跌超7%,第三季度净利润同比下降7.4%</p><p><img src=\"https://static.tigerbbs.com/ad515fceee4360c0ce8dac641618b997\" tg-width=\"867\" tg-height=\"833\"></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>盘前异动:欢聚回应“浑水”做空!大涨近14%</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; 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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盘前异动:欢聚回应“浑水”做空!大涨近14%\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\">2020-11-19 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月19日,美国三大股指期货短线下挫,截至发稿,道指期货跌0.46%;标普500指数期货跌0.43%;纳斯达克100指数期货跌0.63%。</p><p><img src=\"https://static.tigerbbs.com/d3cc34e49a1bcbf1f154c80299e5afdc\" tg-width=\"1242\" tg-height=\"408\"></p><p><a href=\"https://laohu8.com/S/YY\">欢聚集团</a>盘前涨近14%,公司回应做空称浑水的报告充满对直播行业和生态无知,包含大量错误。</p><p><img src=\"https://static.tigerbbs.com/51f7c4a62ee21c28efdc885629303620\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨超7%,第三季度净亏损缩窄,单月活跃用户人数再破纪录。</p><p><img src=\"https://static.tigerbbs.com/4381f9fd6018ed4bbb9a1d571dca5d24\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>盘前涨5%,昨日收涨超90%。</p><p><img src=\"https://static.tigerbbs.com/c18c7bcc073a14332259ba3ca6d5a411\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前跌超2%,公司预计第四季度数据中心业务营收将环比略微下降。</p><p><img src=\"https://static.tigerbbs.com/c8ee26e535a2fb8742d26a1aead3ad56\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/KNDI\">康迪车业</a>盘前涨超16%,K23和K27电动汽车获批美德州政府2500美元购车补贴</p><p><img src=\"https://static.tigerbbs.com/38a33da072a26f36e6baba5a89500695\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>盘前跌超7%,Q3净亏损同比扩大280%</p><p><img src=\"https://static.tigerbbs.com/0e3180e63a7da36d17bca96593f7b44a\" tg-width=\"867\" tg-height=\"833\"></p><p>网易有道盘前涨近9%,第三季度净收入同比增长159%</p><p><img src=\"https://static.tigerbbs.com/679348aec0b04b8bf2cb44fd8c7eef25\" tg-width=\"867\" tg-height=\"833\"></p><p>Nikola盘前涨超5%,此前<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示与其签署有关锂电池系统协议。</p><p><img src=\"https://static.tigerbbs.com/d9cdc3577aa2f5cc6bf0256862d5f74c\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前跌超7%,第三季度净利润同比下降7.4%</p><p><img src=\"https://static.tigerbbs.com/ad515fceee4360c0ce8dac641618b997\" tg-width=\"867\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".SPX":"S&P 500 Index","KNDI":"康迪车业","NVDA":"英伟达",".IXIC":"NASDAQ Composite","DNK":"蛋壳公寓","YY":"欢聚集团","ZTO":"中通快递","CD":"秦淮数据","BILI":"哔哩哔哩",".DJI":"道琼斯","NKLA":"Nikola Corporation","DAO":"有道"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145302535","content_text":"11月19日,美国三大股指期货短线下挫,截至发稿,道指期货跌0.46%;标普500指数期货跌0.43%;纳斯达克100指数期货跌0.63%。欢聚集团盘前涨近14%,公司回应做空称浑水的报告充满对直播行业和生态无知,包含大量错误。哔哩哔哩盘前涨超7%,第三季度净亏损缩窄,单月活跃用户人数再破纪录。蛋壳公寓盘前涨5%,昨日收涨超90%。英伟达盘前跌超2%,公司预计第四季度数据中心业务营收将环比略微下降。康迪车业盘前涨超16%,K23和K27电动汽车获批美德州政府2500美元购车补贴秦淮数据盘前跌超7%,Q3净亏损同比扩大280%网易有道盘前涨近9%,第三季度净收入同比增长159%Nikola盘前涨超5%,此前通用汽车表示与其签署有关锂电池系统协议。中通快递盘前跌超7%,第三季度净利润同比下降7.4%","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954871045,"gmtCreate":1592889735887,"gmtModify":1704200459618,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518225366983001","idStr":"3518225366983001"},"themes":[],"htmlText":"<a 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\n \n 【纪录片《豪门秘事》讲述赌王何鸿燊的传奇人生】据港媒报道,一代赌王何鸿燊去世,享年98岁[默哀]。纪录片带你了解澳门赌王何鸿燊的传奇人生,如何从一个落魄少年成长为一代赌王!纪录片还讲到了霍英东和李嘉诚,可以慢慢看[哟哟]$澳博控股ADR(SJMHY)$ $澳博控股(00880)$ $新濠国际发展(00200)$ $信德集团(00242)$\n \n","listText":"【纪录片《豪门秘事》讲述赌王何鸿燊的传奇人生】据港媒报道,一代赌王何鸿燊去世,享年98岁[默哀]。纪录片带你了解澳门赌王何鸿燊的传奇人生,如何从一个落魄少年成长为一代赌王!纪录片还讲到了霍英东和李嘉诚,可以慢慢看[哟哟]$澳博控股ADR(SJMHY)$ $澳博控股(00880)$ $新濠国际发展(00200)$ $信德集团(00242)$","text":"【纪录片《豪门秘事》讲述赌王何鸿燊的传奇人生】据港媒报道,一代赌王何鸿燊去世,享年98岁[默哀]。纪录片带你了解澳门赌王何鸿燊的传奇人生,如何从一个落魄少年成长为一代赌王!纪录片还讲到了霍英东和李嘉诚,可以慢慢看[哟哟]$澳博控股ADR(SJMHY)$ $澳博控股(00880)$ $新濠国际发展(00200)$ $信德集团(00242)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953506595","isVote":1,"tweetType":2,"object":{"id":"7cd318b186ec476f9114a0fa4d81660f","tweetId":"953506595","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0bd2bc445285890803033826045/IIHhpH8eg3MA.mp4","poster":"https://static.tigerbbs.com/8a07ed3e99135aa9b4e77cf3b9a2614f"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927867596,"gmtCreate":1588827641315,"gmtModify":1704178553009,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518225366983001","idStr":"3518225366983001"},"themes":[],"htmlText":"有这么容易赚的钱?😿😿诱多多","listText":"有这么容易赚的钱?😿😿诱多多","text":"有这么容易赚的钱?😿😿诱多多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927867596","repostId":"2033543496","repostType":2,"repost":{"id":"2033543496","kind":"news","pubTimestamp":1588819639,"share":"https://www.laohu8.com/m/news/2033543496?lang=&edition=full","pubTime":"2020-05-07 10:47","market":"hk","language":"zh","title":"中芯国际有套利机会吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2033543496","media":"半导体行业联盟","summary":"中芯国际突然宣布:科创板上市!募资234亿!业内引发轰动!如果一家公司同时在A股和港股上市,那么其估值之间的差距会造成明显的套利机会。一般情况下,A股估值偏高而港股估值偏低,这时候港股的股价会得到有力","content":"<html><body><article><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>突然宣布:科创板上市!募资234亿!业内引发轰动!</p><p>如果一家公司同时在A股和港股上市,那么其估值之间的差距会造成明显的套利机会。一般情况下,A股估值偏高而港股估值偏低,这时候港股的股价会得到有力的支撑。</p><p>当然也有些股票在港股得到的估值反而比A股高,因为港股偏爱分红和收益更稳定的蓝筹股,如 <a href=\"https://laohu8.com/S/02318\">中国平安</a> 、 <a href=\"https://laohu8.com/S/00914\">海螺水泥</a> 就是港股价格更高,但是在风险较大的科技股方面港股能给予的估值就很有限了,这方面他们真的没什么眼光。</p><p>今天,中芯国际发布公告,将谋求科创板上市,刺激其H股飙涨11%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110225639v246wbanygmqx93\"/><p>如果之前你并没有上车,也不用太着急,中芯国际的套利游戏才刚刚开始。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110227911v246v9uk8eb1eqy\"/><p>先向不了解芯片行业的朋友安利一下中芯国际这家公司。</p><p>中芯国际是国内晶圆代工领域的绝对龙头,也是国内第一个实现14nm量产的晶圆厂。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110231865v246icrji8w935a\"/><p>根据中芯国际2019年财报,2019年公司合计录得收入约31.16亿美元,毛利率20.6%,应占净利润2.35亿美元;税息折旧及摊销前利润13.7亿美元,创历史新高。作为中国本土最大的晶圆制造公司,虽然过去一年的业绩较为亮眼,但是和几个巨头相比依然属于“小弟弟”,其营收仅有<a href=\"https://laohu8.com/S/TSM\">台积电</a>的十分之一左右。</p><p>此前中芯国际分别在香港和美国上市,后从美国退市。在香港股市里股价一直不温不火,今天大涨之后,其PB也才1.8倍而已。</p><p>中芯国际是一家有历史地位的企业,它是中国半导体的支柱和希望,是中国芯战略的成败关键,赌它能赢就是在赌中国半导体的国运。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110233377v2466svbq6k250j\"/><p>华为海思从2019年底开始,已经逐渐由台积电转单给中芯国际,以应对更多的美国限制。而大部分国产替代概念的无晶圆芯片设计公司都在中芯国际投片生产晶圆。</p><p>对半导体产业了解更多的朋友可以知道一下中芯国际的八个事实:</p><p>1、2020年资本开支31亿美元,其中20亿美元用于购买新的先进生产设备。</p><p>2、2020年目标:收入增长达到10%、保持20%毛利率、可持续盈利。</p><p>3、订单饱满,在天津、上海、深圳扩产每月3万片8寸,在北京扩产2万片/月的12寸。2020年Q3投产,Q4达产。</p><p>4、FinFET产能从3月的4k片/月到9月的9K片/月到12月的15K/月。</p><p>5、产能利用率达到了99%,缺失的1%是用于研发,满负荷运行中。</p><p>6、14nm进入量产阶段,贡献收入1%。扩产上海工厂后,14nm占比将提高。</p><p>7、12寸产能在2020年底达到12.8万片的月产能。</p><p>8、目前N+1和N+2工艺节点都不打算使用EUV,EUV准备好了之后将N+2切换使用EUV。(美国压制ASML出货)</p><p>据我最近对半导体行业的了解,中芯国际的产能确实一直处于供不应求状态,随着华为吃掉中芯国际的很多产能,客户们正在争抢其生产排期。</p><p>此次中芯国际在科创板上市,目的是为了支持中芯南方14nm扩产及中芯北方创新中心建设,中芯将大幅增加资本开支,从2019年20亿美元大幅提高至今年的31亿美元。</p><p>中芯回归A股后,有望加速其先进制程的推进和追赶步伐,从而带动整个国产半导体产业链缩短与国际水平的差距。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110234292v246g1yk6gwc75n\"/><p>最关键的是,我国各个地方虽然在陆续上马晶圆厂的项目,但是再造一个中芯国际几乎不可能了,中芯国际走到今天,花了二十年时间和几千亿投入,这就是一个用金钱和时间烧出来的奇迹,目前无人能替代。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110236762v246b1k4nz3v8hn\"/><p>中芯国际回A股上市,可能将会催生出两个套利机会。</p><p>第一,A股IPO和港股的价差机会;</p><p>中芯国际若在科创板上市,将是一个独一无二的标的,就跟华为一样。</p><p>目前中芯PB约1.8倍水平,如果溢价达到100%,PB也不超过4倍,估值放在A股不过份,而且与台积电估值也是差不多,如果PB真能达到4倍,相当于H股40港元的水平。</p><p>那么国内股民可以通过沪港通买入中芯国际长期持有,等待其在科创板IPO,一旦宣布招股价,到时港股将大概率被迫跟随A股价格上升,这几乎是无风险的套利机会。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110238000v246ps82h430o73\"/><p>第二,中芯国际供应链的套利机会;</p><p>中芯上市的目的是为了大幅增加资本开支,必将增加采购国产设备的份额。那么至少国产半导体设备厂商如中微、 <a href=\"https://laohu8.com/S/002371\">北方华创</a> 等将明显增益。</p><p>半导体国产替代概念充满想象力,中芯国际自从华为被美国打压以来,已经成为国产半导体的焦点,假设美国下个月继续升级出台对华为的禁运打击措施,那么必将加速华为从台积电转移订单到中芯国际的进程,光是华为海思一家的订单,已经足够提升中芯国际的估值空间了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200507110238902v2468w7o9yb0jfe\"/><p>当然了,投资有风险,入市需谨慎,波动在所难免。</p><p>中芯国际的港股目前有22%是内地资金持有,上方大概有5亿股空头,是被它们继续压制,还是逼空打爆空头,这本身是一个曲折漫长的过程,你能不能耐得住寂寞和折磨,跟对手盘周旋到底,这才是最后套利成功的关键砝码。</p></article></body></html>","source":"tencent","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>中芯国际有套利机会吗?</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{ 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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中芯国际有套利机会吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-07 10:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005071102397b0223f0&s=b><strong>半导体行业联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中芯国际突然宣布:科创板上市!募资234亿!业内引发轰动!如果一家公司同时在A股和港股上市,那么其估值之间的差距会造成明显的套利机会。一般情况下,A股估值偏高而港股估值偏低,这时候港股的股价会得到有力的支撑。当然也有些股票在港股得到的估值反而比A股高,因为港股偏爱分红和收益更稳定的蓝筹股,如 中国平安 、 海螺水泥 就是港股价格更高,但是在风险较大的科技股方面港股能给予的估值就很有限了,这方面他们...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005071102397b0223f0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ae09aeb718ecfeb44eda599f34a7a54","relate_stocks":{"00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005071102397b0223f0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2033543496","content_text":"中芯国际突然宣布:科创板上市!募资234亿!业内引发轰动!如果一家公司同时在A股和港股上市,那么其估值之间的差距会造成明显的套利机会。一般情况下,A股估值偏高而港股估值偏低,这时候港股的股价会得到有力的支撑。当然也有些股票在港股得到的估值反而比A股高,因为港股偏爱分红和收益更稳定的蓝筹股,如 中国平安 、 海螺水泥 就是港股价格更高,但是在风险较大的科技股方面港股能给予的估值就很有限了,这方面他们真的没什么眼光。今天,中芯国际发布公告,将谋求科创板上市,刺激其H股飙涨11%。如果之前你并没有上车,也不用太着急,中芯国际的套利游戏才刚刚开始。先向不了解芯片行业的朋友安利一下中芯国际这家公司。中芯国际是国内晶圆代工领域的绝对龙头,也是国内第一个实现14nm量产的晶圆厂。根据中芯国际2019年财报,2019年公司合计录得收入约31.16亿美元,毛利率20.6%,应占净利润2.35亿美元;税息折旧及摊销前利润13.7亿美元,创历史新高。作为中国本土最大的晶圆制造公司,虽然过去一年的业绩较为亮眼,但是和几个巨头相比依然属于“小弟弟”,其营收仅有台积电的十分之一左右。此前中芯国际分别在香港和美国上市,后从美国退市。在香港股市里股价一直不温不火,今天大涨之后,其PB也才1.8倍而已。中芯国际是一家有历史地位的企业,它是中国半导体的支柱和希望,是中国芯战略的成败关键,赌它能赢就是在赌中国半导体的国运。华为海思从2019年底开始,已经逐渐由台积电转单给中芯国际,以应对更多的美国限制。而大部分国产替代概念的无晶圆芯片设计公司都在中芯国际投片生产晶圆。对半导体产业了解更多的朋友可以知道一下中芯国际的八个事实:1、2020年资本开支31亿美元,其中20亿美元用于购买新的先进生产设备。2、2020年目标:收入增长达到10%、保持20%毛利率、可持续盈利。3、订单饱满,在天津、上海、深圳扩产每月3万片8寸,在北京扩产2万片/月的12寸。2020年Q3投产,Q4达产。4、FinFET产能从3月的4k片/月到9月的9K片/月到12月的15K/月。5、产能利用率达到了99%,缺失的1%是用于研发,满负荷运行中。6、14nm进入量产阶段,贡献收入1%。扩产上海工厂后,14nm占比将提高。7、12寸产能在2020年底达到12.8万片的月产能。8、目前N+1和N+2工艺节点都不打算使用EUV,EUV准备好了之后将N+2切换使用EUV。(美国压制ASML出货)据我最近对半导体行业的了解,中芯国际的产能确实一直处于供不应求状态,随着华为吃掉中芯国际的很多产能,客户们正在争抢其生产排期。此次中芯国际在科创板上市,目的是为了支持中芯南方14nm扩产及中芯北方创新中心建设,中芯将大幅增加资本开支,从2019年20亿美元大幅提高至今年的31亿美元。中芯回归A股后,有望加速其先进制程的推进和追赶步伐,从而带动整个国产半导体产业链缩短与国际水平的差距。最关键的是,我国各个地方虽然在陆续上马晶圆厂的项目,但是再造一个中芯国际几乎不可能了,中芯国际走到今天,花了二十年时间和几千亿投入,这就是一个用金钱和时间烧出来的奇迹,目前无人能替代。中芯国际回A股上市,可能将会催生出两个套利机会。第一,A股IPO和港股的价差机会;中芯国际若在科创板上市,将是一个独一无二的标的,就跟华为一样。目前中芯PB约1.8倍水平,如果溢价达到100%,PB也不超过4倍,估值放在A股不过份,而且与台积电估值也是差不多,如果PB真能达到4倍,相当于H股40港元的水平。那么国内股民可以通过沪港通买入中芯国际长期持有,等待其在科创板IPO,一旦宣布招股价,到时港股将大概率被迫跟随A股价格上升,这几乎是无风险的套利机会。第二,中芯国际供应链的套利机会;中芯上市的目的是为了大幅增加资本开支,必将增加采购国产设备的份额。那么至少国产半导体设备厂商如中微、 北方华创 等将明显增益。半导体国产替代概念充满想象力,中芯国际自从华为被美国打压以来,已经成为国产半导体的焦点,假设美国下个月继续升级出台对华为的禁运打击措施,那么必将加速华为从台积电转移订单到中芯国际的进程,光是华为海思一家的订单,已经足够提升中芯国际的估值空间了。当然了,投资有风险,入市需谨慎,波动在所难免。中芯国际的港股目前有22%是内地资金持有,上方大概有5亿股空头,是被它们继续压制,还是逼空打爆空头,这本身是一个曲折漫长的过程,你能不能耐得住寂寞和折磨,跟对手盘周旋到底,这才是最后套利成功的关键砝码。","news_type":1},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925742303,"gmtCreate":1588156048202,"gmtModify":1704366627424,"author":{"id":"3518225366983001","authorId":"3518225366983001","name":"空不异色","avatar":"https://static.tigerbbs.com/3895c1c9955924c14d758fd29333e4f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518225366983001","idStr":"3518225366983001"},"themes":[],"htmlText":"常识是投资价值","listText":"常识是投资价值","text":"常识是投资价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/925742303","repostId":"926714642","repostType":1,"repost":{"id":926714642,"gmtCreate":1587363320786,"gmtModify":1704363782640,"author":{"id":"38552670048888","authorId":"38552670048888","name":"纯钧","avatar":"https://static.tigerbbs.com/dd6738d1d7e0d0a2e32e8105b378b9e3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"38552670048888","idStr":"38552670048888"},"themes":[],"title":"不要对抗美联储,但我们更不要对抗常识","htmlText":"本文转自 Davis日记,把这次美股魔幻般的反弹写的特别清楚,非常好的一篇文章。推荐阅读。被动交易在08年以后大为盛行,无数的对冲基金根据市场的数据用程序做出最优的选择。当人工智能最开始能有效地剥离人的情绪,做出更优于人类选择的交易方式后;他们无疑是领先了时代,达利欧的跨周期模型从一开始出道就显得那么得无懈可击;以至于追随者无数,非常多的对冲基金使用同样的策略,不断涌进的投资者甚至都让six sigma和大奖章等知名量化基金被迫要关闭公开募集通道;仗朝之年的巴菲特也要对着自己的妻子说,等我归去之时,请买指数基金。任何的公司只要挤入了S&P 500, 就意味着美国这个央行新创造出来的货币需要被迫地推高这些公司的股价。而在低增长率,低通胀率的现行经济环境下,央行缓慢地放水成了让市场和社会看起来稳定的一个必要条件;更何况在美国,股市基本被401K计划绑架,而养老金是跟每一个市民息息相关的,如果一任总统让大部分人的养老金账户都录得亏损,从其他的角度谈民意是毫无意义的;这也能理解为何川普在疫情的初期对股市看得比疫情本身要重要得多;因为人的本性会把注意力放在更大概率发生的事情上;会不会得新冠是有概率的,但是会变穷是一定的;这也不难理解为何川普在疫情面前做了一系列无知到极限的防疫措施之后,在面对新闻记者表现像一个毫无教养的赖皮之后;他的支持率并没有出现明显的下滑,因为很简单,他给了美国人钱;并且还在支票上印上了自己的名字,因新冠死去的人没有机会再投票;活着的人不用工作却获得了钱;他们感谢川普;因为只有川普做到了让他们不用工作还可以坐在家里看美剧,坐在家里网购;在街头成片救护车的呼叫声中,他们用手中的购买力;把奈飞和亚马逊的股价买出了新高。人的本性就是自私的动物,他们很多时候根本不在乎世界会变成什么样子;他们更在乎的是改变了的世界会让我变成什么样子;1Never fight aga","listText":"本文转自 Davis日记,把这次美股魔幻般的反弹写的特别清楚,非常好的一篇文章。推荐阅读。被动交易在08年以后大为盛行,无数的对冲基金根据市场的数据用程序做出最优的选择。当人工智能最开始能有效地剥离人的情绪,做出更优于人类选择的交易方式后;他们无疑是领先了时代,达利欧的跨周期模型从一开始出道就显得那么得无懈可击;以至于追随者无数,非常多的对冲基金使用同样的策略,不断涌进的投资者甚至都让six sigma和大奖章等知名量化基金被迫要关闭公开募集通道;仗朝之年的巴菲特也要对着自己的妻子说,等我归去之时,请买指数基金。任何的公司只要挤入了S&P 500, 就意味着美国这个央行新创造出来的货币需要被迫地推高这些公司的股价。而在低增长率,低通胀率的现行经济环境下,央行缓慢地放水成了让市场和社会看起来稳定的一个必要条件;更何况在美国,股市基本被401K计划绑架,而养老金是跟每一个市民息息相关的,如果一任总统让大部分人的养老金账户都录得亏损,从其他的角度谈民意是毫无意义的;这也能理解为何川普在疫情的初期对股市看得比疫情本身要重要得多;因为人的本性会把注意力放在更大概率发生的事情上;会不会得新冠是有概率的,但是会变穷是一定的;这也不难理解为何川普在疫情面前做了一系列无知到极限的防疫措施之后,在面对新闻记者表现像一个毫无教养的赖皮之后;他的支持率并没有出现明显的下滑,因为很简单,他给了美国人钱;并且还在支票上印上了自己的名字,因新冠死去的人没有机会再投票;活着的人不用工作却获得了钱;他们感谢川普;因为只有川普做到了让他们不用工作还可以坐在家里看美剧,坐在家里网购;在街头成片救护车的呼叫声中,他们用手中的购买力;把奈飞和亚马逊的股价买出了新高。人的本性就是自私的动物,他们很多时候根本不在乎世界会变成什么样子;他们更在乎的是改变了的世界会让我变成什么样子;1Never fight aga","text":"本文转自 Davis日记,把这次美股魔幻般的反弹写的特别清楚,非常好的一篇文章。推荐阅读。被动交易在08年以后大为盛行,无数的对冲基金根据市场的数据用程序做出最优的选择。当人工智能最开始能有效地剥离人的情绪,做出更优于人类选择的交易方式后;他们无疑是领先了时代,达利欧的跨周期模型从一开始出道就显得那么得无懈可击;以至于追随者无数,非常多的对冲基金使用同样的策略,不断涌进的投资者甚至都让six sigma和大奖章等知名量化基金被迫要关闭公开募集通道;仗朝之年的巴菲特也要对着自己的妻子说,等我归去之时,请买指数基金。任何的公司只要挤入了S&P 500, 就意味着美国这个央行新创造出来的货币需要被迫地推高这些公司的股价。而在低增长率,低通胀率的现行经济环境下,央行缓慢地放水成了让市场和社会看起来稳定的一个必要条件;更何况在美国,股市基本被401K计划绑架,而养老金是跟每一个市民息息相关的,如果一任总统让大部分人的养老金账户都录得亏损,从其他的角度谈民意是毫无意义的;这也能理解为何川普在疫情的初期对股市看得比疫情本身要重要得多;因为人的本性会把注意力放在更大概率发生的事情上;会不会得新冠是有概率的,但是会变穷是一定的;这也不难理解为何川普在疫情面前做了一系列无知到极限的防疫措施之后,在面对新闻记者表现像一个毫无教养的赖皮之后;他的支持率并没有出现明显的下滑,因为很简单,他给了美国人钱;并且还在支票上印上了自己的名字,因新冠死去的人没有机会再投票;活着的人不用工作却获得了钱;他们感谢川普;因为只有川普做到了让他们不用工作还可以坐在家里看美剧,坐在家里网购;在街头成片救护车的呼叫声中,他们用手中的购买力;把奈飞和亚马逊的股价买出了新高。人的本性就是自私的动物,他们很多时候根本不在乎世界会变成什么样子;他们更在乎的是改变了的世界会让我变成什么样子;1Never fight 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