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遥远_0212
2020-11-03
《不是马云的时代,而是时代造就马云》—人民日报。品品
阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市
遥远_0212
2020-11-02
字越少事儿越大
抱歉,原内容已删除
遥远_0212
2020-10-15
埋伏了俩月了,怎么没动静?
台积电2020年Q3净利润1373亿新台币,同比增长35.9%
遥远_0212
2020-08-31
$特斯拉(TSLA)$
刚才440没敢买期权哭了
遥远_0212
2020-08-10
$美高梅(MGM)$
埋伏了3个月了
遥远_0212
2020-07-30
支持,变数越大机会越多
特朗普建议推迟美国2020年大选,计谋能得逞吗?
遥远_0212
2020-07-29
$AMD(AMD)$
完蛋,6月入手远期Call卖飞了。
遥远_0212
2020-06-19
$小牛电动(NIU)$
为什么涨?因为大盘在走疫情行情。疫情行情就是Zoom、B站、医药类领涨。而复工行情则是邮轮、航空、零售收复失地。现在明显是医药涨、航空跌,加上北京疫情,所以这波就是疫情行情。
遥远_0212
2020-06-05
老巴不卖,我咋逢低吃进啊?
中泰资管:三个理由,看好被股神清空的航空股
遥远_0212
2020-05-01
$特斯拉(TSLA)$
我Call
遥远_0212
2020-04-29
$吉利德科学(GILD)$
最大受益是航空,博彩,迪斯尼。老美都要憋疯了
遥远_0212
2020-04-29
$吉利德科学(GILD)$
我给个天真的脚本:Gild宣布有效,川普宣布复工日期,Vix跌破100,举世欢腾
遥远_0212
2020-04-15
$跟谁学(GSX)$
中国财经网:VIPKID在海淀法院起诉跟谁学窃取用户资料,涉嫌盗取商业机密
遥远_0212
2020-04-08
$吉利德科学(GILD)$
问题是大盘涨它跌,大盘跌丫还跌!这什么J8逻辑?
遥远_0212
2020-04-03
$瑞幸咖啡(LK)$
美帝的监管之严苛可见一斑,瑞幸肯定凉了,等退市吧
遥远_0212
2020-04-02
$瑞幸咖啡(LK)$
大家觉得几块开始做空合适?
遥远_0212
2020-03-20
$英伟达(NVDA)$
这横盘真横-——— 半个钟头都没动
遥远_0212
2020-03-16
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
我周五360上车,怕周末反转,屁股还没坐热就下去了。早知就把门焊死得了。
遥远_0212
2020-03-10
$吉利德科学(GILD)$
大家别慌,换位思考。米国ZF要救市就的把疫情股打压,不打压怎么会给大众有疫情已经控制的错觉?所以安心拿住即可,退一步讲。吉利德的艾滋病,肝炎的药世界领先,技术过硬,未来可期,怕什么?
遥远_0212
2020-03-06
$American Outdoor Brands Corporation(AOBC)$
为神马啊?怎么会这样?
去老虎APP查看更多动态
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class=\"title\">\n阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市\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\">2020-11-03 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。</p><p>蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187966711","content_text":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。上海证券交易所二○二○年十一月三日受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306168403,"gmtCreate":1604322266502,"gmtModify":1703832503292,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"字越少事儿越大","listText":"字越少事儿越大","text":"字越少事儿越大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306168403","repostId":"1152622548","repostType":4,"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309434112,"gmtCreate":1602758897936,"gmtModify":1703827773921,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"埋伏了俩月了,怎么没动静?","listText":"埋伏了俩月了,怎么没动静?","text":"埋伏了俩月了,怎么没动静?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309434112","repostId":"1122383116","repostType":2,"repost":{"id":"1122383116","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":1602739920,"share":"https://www.laohu8.com/m/news/1122383116?lang=&edition=full","pubTime":"2020-10-15 13:32","market":"us","language":"zh","title":"台积电2020年Q3净利润1373亿新台币,同比增长35.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122383116","media":"老虎资讯综合","summary":"10月15日,台积电发布2020年Q3财报。公司Q3营收3564.3亿新台币,去年同期2930.45亿新台币,市场预期3379.77亿新台币;Q3净利润1373亿新台币,去年同期1010.7亿新台币,","content":"<p>10月15日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2020年Q3财报。公司Q3营收3564.3亿新台币,去年同期2930.45亿新台币,市场预期3379.77亿新台币;Q3净利润1373亿新台币,去年同期1010.7亿新台币,市场预期1234.05亿新台;第三季度每股盈利5.3新台币,去年同期3.9新台币,市场预期4.82新台币。</p><p>与去年同期相比,第三季度收入增长了21.6%,而净收入和稀释后的每股收益均增长了35.9%。与2020年第二季度相比,第三季度业绩代表收入增长14.7%和净收入增长13.6%。</p><p>Q3毛利率为53.4%,营业利润率为42.1%,净利润率为38.5%。</p><p>在第三季度,5纳米的出货量占晶圆总收入的8%。7纳米和16纳米分别占35%和18%。先进技术定义为16纳米及更多先进技术,占晶圆总收入的61%。</p><p><img src=\"https://static.tigerbbs.com/b7b6f6e24866e0b575dee8a2eee477f1\" tg-width=\"1021\" tg-height=\"478\"></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>台积电2020年Q3净利润1373亿新台币,同比增长35.9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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\">2020-10-15 13:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月15日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2020年Q3财报。公司Q3营收3564.3亿新台币,去年同期2930.45亿新台币,市场预期3379.77亿新台币;Q3净利润1373亿新台币,去年同期1010.7亿新台币,市场预期1234.05亿新台;第三季度每股盈利5.3新台币,去年同期3.9新台币,市场预期4.82新台币。</p><p>与去年同期相比,第三季度收入增长了21.6%,而净收入和稀释后的每股收益均增长了35.9%。与2020年第二季度相比,第三季度业绩代表收入增长14.7%和净收入增长13.6%。</p><p>Q3毛利率为53.4%,营业利润率为42.1%,净利润率为38.5%。</p><p>在第三季度,5纳米的出货量占晶圆总收入的8%。7纳米和16纳米分别占35%和18%。先进技术定义为16纳米及更多先进技术,占晶圆总收入的61%。</p><p><img src=\"https://static.tigerbbs.com/b7b6f6e24866e0b575dee8a2eee477f1\" tg-width=\"1021\" tg-height=\"478\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122383116","content_text":"10月15日,台积电发布2020年Q3财报。公司Q3营收3564.3亿新台币,去年同期2930.45亿新台币,市场预期3379.77亿新台币;Q3净利润1373亿新台币,去年同期1010.7亿新台币,市场预期1234.05亿新台;第三季度每股盈利5.3新台币,去年同期3.9新台币,市场预期4.82新台币。与去年同期相比,第三季度收入增长了21.6%,而净收入和稀释后的每股收益均增长了35.9%。与2020年第二季度相比,第三季度业绩代表收入增长14.7%和净收入增长13.6%。Q3毛利率为53.4%,营业利润率为42.1%,净利润率为38.5%。在第三季度,5纳米的出货量占晶圆总收入的8%。7纳米和16纳米分别占35%和18%。先进技术定义为16纳米及更多先进技术,占晶圆总收入的61%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971189244,"gmtCreate":1598883805588,"gmtModify":1704220444955,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>刚才440没敢买期权哭了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>刚才440没敢买期权哭了","text":"$特斯拉(TSLA)$刚才440没敢买期权哭了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971189244","isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944569277,"gmtCreate":1597066449899,"gmtModify":1704214225076,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MGM\">$美高梅(MGM)$</a>埋伏了3个月了","listText":"<a href=\"https://laohu8.com/S/MGM\">$美高梅(MGM)$</a>埋伏了3个月了","text":"$美高梅(MGM)$埋伏了3个月了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/944569277","isVote":1,"tweetType":1,"viewCount":2703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942179463,"gmtCreate":1596115598752,"gmtModify":1704211092692,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"支持,变数越大机会越多","listText":"支持,变数越大机会越多","text":"支持,变数越大机会越多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942179463","repostId":"1113421338","repostType":4,"repost":{"id":"1113421338","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":1596114548,"share":"https://www.laohu8.com/m/news/1113421338?lang=&edition=full","pubTime":"2020-07-30 21:09","market":"us","language":"zh","title":"特朗普建议推迟美国2020年大选,计谋能得逞吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113421338","media":"老虎资讯综合","summary":"7月30 日讯,当地时间30日,美国总统特朗普在社交平台发文称,“2020大选将是历史上最不准确和最具欺骗性的选举。这将使美国非常难堪。推迟选举,直到人们能够正确、安全地投票??”4月27日,美国总统唐纳德·特朗普表示,他无意为了赢得连任,以此次新冠病毒疫情为借口,推迟原定于11月3日举行的总统大选。即使特朗普和国会推迟选举日期,他们也不可能无限期地这样做。","content":"<p>7月30 日讯,当地时间30日,美国总统特朗普在社交平台发文称,“2020大选将是历史上最不准确和最具欺骗性的选举。这将使美国非常难堪。推迟选举,直到人们能够正确、安全地投票??”</p><p><img src=\"https://static.tigerbbs.com/1545cdda76a471b5f6f307fe5e5d4d89\" tg-width=\"596\" tg-height=\"334\">4月27日,美国总统唐纳德·特朗普表示,他无意为了赢得连任,以此次新冠病毒疫情为借口,推迟原定于11月3日举行的总统大选。</p><p>他说,有关他可能试图推迟大选日期的说法,是他的民主党推定对手乔拜登竞选活动“捏造的宣传”策略。</p><p>4月27日,特朗普在白宫告诉记者,我从来没有想过要改变选举的日期。我为何要这么做?11月3日。这是个好数字。不,我期待着这次选举。</p><p>特朗普是在回应拜登上星期在一次网上竞选活动中的言论。拜登声称,现任总统试图以某种方式重新开始选举,找出一些解释为何不能举行选举的理由。</p><p>拜登说,这是他认为自己可能连任的唯一途径。</p><p>4月27日,另一位杰出的民主党人、曾为美国参议员伯尼·桑德斯2020年总统大选出谋略策的政治操作人士杰夫·韦弗也发表了类似言论。此前,纽约州成为第一个取消6月份总统初选的州。</p><p>韦弗在桑德斯竞选团队发表的一份声明中说,特朗普“现在有了一个(推迟全国大选)的先例,这要感谢纽约州”。</p><p>然而,尽管存在恐慌,这种情况几乎是不可能发生的。</p><p>根据美国宪法,美国国会有权修改总统选举日期,而不是总统领导的行政部门。可以想象,国会可以通过修改法律,授权总统决定“举行选举的时间、地点和方式”,但这需要得到美国参众两院的批准。</p><p>特朗普和共和党控制参议院,但众议院由民主党控制,众议院议长南希·佩洛西强烈反对特朗普,所以发生这种情况的可能性几乎为零。</p><p>即使特朗普和国会推迟选举日期,他们也不可能无限期地这样做。宪法第20修正案规定,总统任期的结束日期为1月20日中午。因此,除非他在那之前如期连任,否则特朗普将在那一天下台。</p><p>改变下一届任期的开始日期将需要一项宪法修正案,这一程序只有在参众两院三分之二的议员提出提案或三分之二的州立法机构要求召开制宪会议的情况下才会启动。一项新的修正案需要获得四分之三的州立法机构的批准。所有在1月之前完成。</p><p>只有一项宪法修正案后来被各州废除,即1919年制定的禁止生产和销售酒的第18修正案。</p><p>围绕推迟大选的激烈竞选言辞,掩盖了一个更实际的潜在政策争议。民主党领导人希望,在11月的选举中,邮寄选票能得到更广泛的使用。特朗普反对扩大邮寄选票的使用范围,认为邮寄投票容易出现欺诈现象。</p><p>作为2.2万亿美元新冠病毒救助法案的一部分,国会为各州拨款4亿美元以支持邮寄投票和提前投票。由各州决定采用哪种投票方式。</p><p>因此,不管社交媒体上流传着什么,也不管民主党人大肆宣扬什么,2020年美国总统大选仍将以某种方式向前推进。</p>","collect":0,"html":"<!DOCTYPE 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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特朗普建议推迟美国2020年大选,计谋能得逞吗?\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\">2020-07-30 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月30 日讯,当地时间30日,美国总统特朗普在社交平台发文称,“2020大选将是历史上最不准确和最具欺骗性的选举。这将使美国非常难堪。推迟选举,直到人们能够正确、安全地投票??”</p><p><img src=\"https://static.tigerbbs.com/1545cdda76a471b5f6f307fe5e5d4d89\" tg-width=\"596\" tg-height=\"334\">4月27日,美国总统唐纳德·特朗普表示,他无意为了赢得连任,以此次新冠病毒疫情为借口,推迟原定于11月3日举行的总统大选。</p><p>他说,有关他可能试图推迟大选日期的说法,是他的民主党推定对手乔拜登竞选活动“捏造的宣传”策略。</p><p>4月27日,特朗普在白宫告诉记者,我从来没有想过要改变选举的日期。我为何要这么做?11月3日。这是个好数字。不,我期待着这次选举。</p><p>特朗普是在回应拜登上星期在一次网上竞选活动中的言论。拜登声称,现任总统试图以某种方式重新开始选举,找出一些解释为何不能举行选举的理由。</p><p>拜登说,这是他认为自己可能连任的唯一途径。</p><p>4月27日,另一位杰出的民主党人、曾为美国参议员伯尼·桑德斯2020年总统大选出谋略策的政治操作人士杰夫·韦弗也发表了类似言论。此前,纽约州成为第一个取消6月份总统初选的州。</p><p>韦弗在桑德斯竞选团队发表的一份声明中说,特朗普“现在有了一个(推迟全国大选)的先例,这要感谢纽约州”。</p><p>然而,尽管存在恐慌,这种情况几乎是不可能发生的。</p><p>根据美国宪法,美国国会有权修改总统选举日期,而不是总统领导的行政部门。可以想象,国会可以通过修改法律,授权总统决定“举行选举的时间、地点和方式”,但这需要得到美国参众两院的批准。</p><p>特朗普和共和党控制参议院,但众议院由民主党控制,众议院议长南希·佩洛西强烈反对特朗普,所以发生这种情况的可能性几乎为零。</p><p>即使特朗普和国会推迟选举日期,他们也不可能无限期地这样做。宪法第20修正案规定,总统任期的结束日期为1月20日中午。因此,除非他在那之前如期连任,否则特朗普将在那一天下台。</p><p>改变下一届任期的开始日期将需要一项宪法修正案,这一程序只有在参众两院三分之二的议员提出提案或三分之二的州立法机构要求召开制宪会议的情况下才会启动。一项新的修正案需要获得四分之三的州立法机构的批准。所有在1月之前完成。</p><p>只有一项宪法修正案后来被各州废除,即1919年制定的禁止生产和销售酒的第18修正案。</p><p>围绕推迟大选的激烈竞选言辞,掩盖了一个更实际的潜在政策争议。民主党领导人希望,在11月的选举中,邮寄选票能得到更广泛的使用。特朗普反对扩大邮寄选票的使用范围,认为邮寄投票容易出现欺诈现象。</p><p>作为2.2万亿美元新冠病毒救助法案的一部分,国会为各州拨款4亿美元以支持邮寄投票和提前投票。由各州决定采用哪种投票方式。</p><p>因此,不管社交媒体上流传着什么,也不管民主党人大肆宣扬什么,2020年美国总统大选仍将以某种方式向前推进。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c21335c9fbf67353f7991d911935c983","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113421338","content_text":"7月30 日讯,当地时间30日,美国总统特朗普在社交平台发文称,“2020大选将是历史上最不准确和最具欺骗性的选举。这将使美国非常难堪。推迟选举,直到人们能够正确、安全地投票??”4月27日,美国总统唐纳德·特朗普表示,他无意为了赢得连任,以此次新冠病毒疫情为借口,推迟原定于11月3日举行的总统大选。他说,有关他可能试图推迟大选日期的说法,是他的民主党推定对手乔拜登竞选活动“捏造的宣传”策略。4月27日,特朗普在白宫告诉记者,我从来没有想过要改变选举的日期。我为何要这么做?11月3日。这是个好数字。不,我期待着这次选举。特朗普是在回应拜登上星期在一次网上竞选活动中的言论。拜登声称,现任总统试图以某种方式重新开始选举,找出一些解释为何不能举行选举的理由。拜登说,这是他认为自己可能连任的唯一途径。4月27日,另一位杰出的民主党人、曾为美国参议员伯尼·桑德斯2020年总统大选出谋略策的政治操作人士杰夫·韦弗也发表了类似言论。此前,纽约州成为第一个取消6月份总统初选的州。韦弗在桑德斯竞选团队发表的一份声明中说,特朗普“现在有了一个(推迟全国大选)的先例,这要感谢纽约州”。然而,尽管存在恐慌,这种情况几乎是不可能发生的。根据美国宪法,美国国会有权修改总统选举日期,而不是总统领导的行政部门。可以想象,国会可以通过修改法律,授权总统决定“举行选举的时间、地点和方式”,但这需要得到美国参众两院的批准。特朗普和共和党控制参议院,但众议院由民主党控制,众议院议长南希·佩洛西强烈反对特朗普,所以发生这种情况的可能性几乎为零。即使特朗普和国会推迟选举日期,他们也不可能无限期地这样做。宪法第20修正案规定,总统任期的结束日期为1月20日中午。因此,除非他在那之前如期连任,否则特朗普将在那一天下台。改变下一届任期的开始日期将需要一项宪法修正案,这一程序只有在参众两院三分之二的议员提出提案或三分之二的州立法机构要求召开制宪会议的情况下才会启动。一项新的修正案需要获得四分之三的州立法机构的批准。所有在1月之前完成。只有一项宪法修正案后来被各州废除,即1919年制定的禁止生产和销售酒的第18修正案。围绕推迟大选的激烈竞选言辞,掩盖了一个更实际的潜在政策争议。民主党领导人希望,在11月的选举中,邮寄选票能得到更广泛的使用。特朗普反对扩大邮寄选票的使用范围,认为邮寄投票容易出现欺诈现象。作为2.2万亿美元新冠病毒救助法案的一部分,国会为各州拨款4亿美元以支持邮寄投票和提前投票。由各州决定采用哪种投票方式。因此,不管社交媒体上流传着什么,也不管民主党人大肆宣扬什么,2020年美国总统大选仍将以某种方式向前推进。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946745397,"gmtCreate":1596010849719,"gmtModify":1704210562597,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>完蛋,6月入手远期Call卖飞了。","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>完蛋,6月入手远期Call卖飞了。","text":"$AMD(AMD)$完蛋,6月入手远期Call卖飞了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/946745397","isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541587484896659","authorId":"3541587484896659","name":"方向西瓜皮","avatar":"https://static.tigerbbs.com/bbd3cab1c7ea26294c7cca3c60517aa0","crmLevel":3,"crmLevelSwitch":0,"idStr":"3541587484896659","authorIdStr":"3541587484896659"},"content":"问一下,Call什么意思?买Call属于什么东西","text":"问一下,Call什么意思?买Call属于什么东西","html":"问一下,Call什么意思?买Call属于什么东西"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955750397,"gmtCreate":1592561963819,"gmtModify":1704199744046,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIU\">$小牛电动(NIU)$</a>为什么涨?因为大盘在走疫情行情。疫情行情就是Zoom、B站、医药类领涨。而复工行情则是邮轮、航空、零售收复失地。现在明显是医药涨、航空跌,加上北京疫情,所以这波就是疫情行情。","listText":"<a href=\"https://laohu8.com/S/NIU\">$小牛电动(NIU)$</a>为什么涨?因为大盘在走疫情行情。疫情行情就是Zoom、B站、医药类领涨。而复工行情则是邮轮、航空、零售收复失地。现在明显是医药涨、航空跌,加上北京疫情,所以这波就是疫情行情。","text":"$小牛电动(NIU)$为什么涨?因为大盘在走疫情行情。疫情行情就是Zoom、B站、医药类领涨。而复工行情则是邮轮、航空、零售收复失地。现在明显是医药涨、航空跌,加上北京疫情,所以这波就是疫情行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955750397","isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958554335,"gmtCreate":1591330942627,"gmtModify":1704195347856,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"老巴不卖,我咋逢低吃进啊?","listText":"老巴不卖,我咋逢低吃进啊?","text":"老巴不卖,我咋逢低吃进啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958554335","repostId":"1142127989","repostType":4,"repost":{"id":"1142127989","pubTimestamp":1591281423,"share":"https://www.laohu8.com/m/news/1142127989?lang=&edition=full","pubTime":"2020-06-04 22:37","market":"sh","language":"zh","title":"中泰资管:三个理由,看好被股神清空的航空股","url":"https://stock-news.laohu8.com/highlight/detail?id=1142127989","media":"中泰证券资管","summary":"5月3日的股东大会上,巴菲特确认伯克希尔哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司美国航空、达美航空、西南航空和美国联合航空的全部持仓,市场愕然。虽是股神的常年忠实粉丝,但我这次却想和他唱反调,","content":"<p>5月3日的股东大会上,巴菲特确认<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司<a href=\"https://laohu8.com/S/AAL\">美国航空</a>、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/LUV\">西南航空</a>和美国联合航空的全部持仓,市场愕然。</p><p>虽是股神的常年忠实粉丝,但我这次却想和他唱反调,相比他的悲观,我恰好看好A股航空股机会。</p><p><b>股神投资航空股,犯错不是第一次</b></p><p>航空股本非市场热点,恰恰是巴菲特的一系列令人咋舌的操作,硬生生将这个行业推至风口浪尖。事实上,要理解股神对航空股的买卖之举,得先了解他与航空股的历史纠葛。</p><p>巴老对航空业的投资大约可以分为两个阶段,第一个阶段是1989-1998年,第二个阶段是2016-2020年。1989年7月,巴菲特大笔购入美国航空的10年强制赎回的可转换优先股。这笔交易中的可转换优先股设计虽然从设计上十分精明,但买在周期顶部也让股神吃尽了苦头。</p><p><img src=\"https://static.tigerbbs.com/2d545196459e6bba2a61708198892304\" tg-width=\"1080\" tg-height=\"613\"></p><p>此后几年,美国航空累计亏损,净资产几乎亏损殆尽,在1993年宣布停止发放特别股股息,95年巴菲特试图用一半的账面价值出售,没人接盘,直至美国航空的下一轮周期才得以回收。这段投资失败的经历,是形成巴老对航空公司第一阶段观点的最重要原因。</p><p>第二阶段就是2016年至今。2008年之后金融危机爆发,油价高企,极高的固定运营成本使得大批航空公司破产,航空业先起来并购重组大潮,达美收购西北,美联航和大陆合并,美国航空和全美航空合并。到2016年,全美四大航空的市占率已经达到超过70%的水平。巴老这一次几乎把美国的航空业都买了个遍。</p><p>对这笔投资,股神曾信心十足,2017年他曾公开表态看好对航空公司的投资:「我看好我们对航空公司的投资。我们同时买了四大航空公司,因为我们看不出来哪家公司能表现突出。只是我认为,从概率上来看,航空公司在未来五到十年内,还可以获得比较可观的回报」。原来,此前10年间美国航空公司是不折不扣的大牛股,以09年初为基数,达美、联合、西南10年间相对于标普500的超额收益高达297%、221%、409%。</p><p>事实上,之所以这次和股神唱反调,是因为我觉得所有的投资决策都应该从投资本身出发,而非他人的观点,即便是股神也不例外。基于他人更有道理的前提假设去找原因,这样的出发点本身就容易犯错,也不是投资人应该做的事情。</p><p><img src=\"https://static.tigerbbs.com/e25056b1f30c7c2dbdaba1060537fbde\" tg-width=\"1000\" tg-height=\"580\"></p><p><b>三个理由,看好国内航空股</b></p><p>我看好国内航空股的理由有三。</p><p><b>一是疫情并不会改变我们旅游、出行的长期习惯。</b>我国航空业所处的阶段与美国完全不同,美国的人均出行将近3次,而我国人均出行次数约0.47次,因此国内航空业需求的长期增长仍然十分确定,主要来自于随着人们生活的改善及经济的活跃度增加,出行次数将显著上升,也就是国内航空需求所处的阶段本质上和美国完全不同。</p><p><b>二是从供给端看,国内航空业的格局相比美国更好。</b>国内三大航空公司的市占率已经超过70%,且对于航空业的准入机制在各个环节都在变得更加严格,使得整个供给增速还在变慢。同时,由于国内拥有多个特大城市群,居住相比欧美国家更加密集,这使得我们城市上空的空域资源相对于出行需求而言更加受限。这几年一线机场新增时刻的增速显著下降,就是这个原因,这样的瓶颈是很难突破。此外,突如其来的疫情更是对供给端的一次出清,包括<a href=\"https://laohu8.com/S/BA\">波音</a>的问题,都给供给端带来了很好的变化。</p><p><b>最后再看所处周期位置。</b>目前航空股所处的位置并非周期的高点,估值更是十分便宜,因此对于我国的航空业的投资值得乐观。相信随着疫情的逐步复苏,航空也由于供给端的一些变化会使得我国航空业未来将进入较长的一个景气周期。</p><p>当然,和投资者互动的时候,也有朋友问我,现在布局航空股是不是早了,跌跌再来是不是更好一些?</p><p>说实话,要是能确定大概率航空股还会跌,我也不会现在去买。其实不光是对航空股不确定,对所有的股票投资在任何一个时间点去回答会不会有更好的价格这个问题,其实答案都是一样——不知道。</p><p>因此,在价格已经足够便宜的情况下,去寻找那个更好的价格并不是一个明智的决定,往往会让你在不必要的地方耗费过多的精力,甚至错过一笔收益可能丰厚的投资。换句话说,等待拐点在投资中是不可取的。遇到心仪的股票,不妨果断下手,虽然买完之后可能还跌,但这是需要承担的风险。</p>","source":"lsy1570716150226","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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中泰资管:三个理由,看好被股神清空的航空股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-04 22:37 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI1NzMzOTk2MQ==&mid=2247487976&idx=1&sn=2f3470d576dd371d8f81b6e8372bb6a3&chksm=ea19b6bedd6e3fa87670865c84999d844f472fc3b7fc1b68e4bd079fd280a3883138c2311892&mpshare=1&scene=1&srcid=&sharer_sharetime=1591280540793&sharer_shareid=f3a9d2ad0b30d03b8656e77c0c3a051e&rd2werd=1#wechat_redirect><strong>中泰证券资管</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月3日的股东大会上,巴菲特确认伯克希尔哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司美国航空、达美航空、西南航空和美国联合航空的全部持仓,市场愕然。虽是股神的常年忠实粉丝,但我这次却想和他唱反调,相比他的悲观,我恰好看好A股航空股机会。股神投资航空股,犯错不是第一次航空股本非市场热点,恰恰是巴菲特的一系列令人咋舌的操作,硬生生将这个行业推至风口浪尖。事实上,要理解股神对航空股的买卖之举,得先...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI1NzMzOTk2MQ==&mid=2247487976&idx=1&sn=2f3470d576dd371d8f81b6e8372bb6a3&chksm=ea19b6bedd6e3fa87670865c84999d844f472fc3b7fc1b68e4bd079fd280a3883138c2311892&mpshare=1&scene=1&srcid=&sharer_sharetime=1591280540793&sharer_shareid=f3a9d2ad0b30d03b8656e77c0c3a051e&rd2werd=1#wechat_redirect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"LUV":"西南航空","AAL":"美国航空"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI1NzMzOTk2MQ==&mid=2247487976&idx=1&sn=2f3470d576dd371d8f81b6e8372bb6a3&chksm=ea19b6bedd6e3fa87670865c84999d844f472fc3b7fc1b68e4bd079fd280a3883138c2311892&mpshare=1&scene=1&srcid=&sharer_sharetime=1591280540793&sharer_shareid=f3a9d2ad0b30d03b8656e77c0c3a051e&rd2werd=1#wechat_redirect","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142127989","content_text":"5月3日的股东大会上,巴菲特确认伯克希尔哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司美国航空、达美航空、西南航空和美国联合航空的全部持仓,市场愕然。虽是股神的常年忠实粉丝,但我这次却想和他唱反调,相比他的悲观,我恰好看好A股航空股机会。股神投资航空股,犯错不是第一次航空股本非市场热点,恰恰是巴菲特的一系列令人咋舌的操作,硬生生将这个行业推至风口浪尖。事实上,要理解股神对航空股的买卖之举,得先了解他与航空股的历史纠葛。巴老对航空业的投资大约可以分为两个阶段,第一个阶段是1989-1998年,第二个阶段是2016-2020年。1989年7月,巴菲特大笔购入美国航空的10年强制赎回的可转换优先股。这笔交易中的可转换优先股设计虽然从设计上十分精明,但买在周期顶部也让股神吃尽了苦头。此后几年,美国航空累计亏损,净资产几乎亏损殆尽,在1993年宣布停止发放特别股股息,95年巴菲特试图用一半的账面价值出售,没人接盘,直至美国航空的下一轮周期才得以回收。这段投资失败的经历,是形成巴老对航空公司第一阶段观点的最重要原因。第二阶段就是2016年至今。2008年之后金融危机爆发,油价高企,极高的固定运营成本使得大批航空公司破产,航空业先起来并购重组大潮,达美收购西北,美联航和大陆合并,美国航空和全美航空合并。到2016年,全美四大航空的市占率已经达到超过70%的水平。巴老这一次几乎把美国的航空业都买了个遍。对这笔投资,股神曾信心十足,2017年他曾公开表态看好对航空公司的投资:「我看好我们对航空公司的投资。我们同时买了四大航空公司,因为我们看不出来哪家公司能表现突出。只是我认为,从概率上来看,航空公司在未来五到十年内,还可以获得比较可观的回报」。原来,此前10年间美国航空公司是不折不扣的大牛股,以09年初为基数,达美、联合、西南10年间相对于标普500的超额收益高达297%、221%、409%。事实上,之所以这次和股神唱反调,是因为我觉得所有的投资决策都应该从投资本身出发,而非他人的观点,即便是股神也不例外。基于他人更有道理的前提假设去找原因,这样的出发点本身就容易犯错,也不是投资人应该做的事情。三个理由,看好国内航空股我看好国内航空股的理由有三。一是疫情并不会改变我们旅游、出行的长期习惯。我国航空业所处的阶段与美国完全不同,美国的人均出行将近3次,而我国人均出行次数约0.47次,因此国内航空业需求的长期增长仍然十分确定,主要来自于随着人们生活的改善及经济的活跃度增加,出行次数将显著上升,也就是国内航空需求所处的阶段本质上和美国完全不同。二是从供给端看,国内航空业的格局相比美国更好。国内三大航空公司的市占率已经超过70%,且对于航空业的准入机制在各个环节都在变得更加严格,使得整个供给增速还在变慢。同时,由于国内拥有多个特大城市群,居住相比欧美国家更加密集,这使得我们城市上空的空域资源相对于出行需求而言更加受限。这几年一线机场新增时刻的增速显著下降,就是这个原因,这样的瓶颈是很难突破。此外,突如其来的疫情更是对供给端的一次出清,包括波音的问题,都给供给端带来了很好的变化。最后再看所处周期位置。目前航空股所处的位置并非周期的高点,估值更是十分便宜,因此对于我国的航空业的投资值得乐观。相信随着疫情的逐步复苏,航空也由于供给端的一些变化会使得我国航空业未来将进入较长的一个景气周期。当然,和投资者互动的时候,也有朋友问我,现在布局航空股是不是早了,跌跌再来是不是更好一些?说实话,要是能确定大概率航空股还会跌,我也不会现在去买。其实不光是对航空股不确定,对所有的股票投资在任何一个时间点去回答会不会有更好的价格这个问题,其实答案都是一样——不知道。因此,在价格已经足够便宜的情况下,去寻找那个更好的价格并不是一个明智的决定,往往会让你在不必要的地方耗费过多的精力,甚至错过一笔收益可能丰厚的投资。换句话说,等待拐点在投资中是不可取的。遇到心仪的股票,不妨果断下手,虽然买完之后可能还跌,但这是需要承担的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924293393,"gmtCreate":1588346424012,"gmtModify":1704367490024,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"<a 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class=\"title\">\n阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市\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\">2020-11-03 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。</p><p>蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187966711","content_text":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。上海证券交易所二○二○年十一月三日受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944569277,"gmtCreate":1597066449899,"gmtModify":1704214225076,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"<a 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这么利好你起码给涨个10%吧?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/983493003","isVote":1,"tweetType":1,"viewCount":2889,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543892512841789","authorId":"3543892512841789","name":"椒图","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3543892512841789","authorIdStr":"3543892512841789"},"content":"你在哪儿看的","text":"你在哪儿看的","html":"你在哪儿看的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983348497,"gmtCreate":1583160471119,"gmtModify":1704348848401,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APT\">$Alpha Pro Tech 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href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>大家别慌,换位思考。米国ZF要救市就的把疫情股打压,不打压怎么会给大众有疫情已经控制的错觉?所以安心拿住即可,退一步讲。吉利德的艾滋病,肝炎的药世界领先,技术过硬,未来可期,怕什么?","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>大家别慌,换位思考。米国ZF要救市就的把疫情股打压,不打压怎么会给大众有疫情已经控制的错觉?所以安心拿住即可,退一步讲。吉利德的艾滋病,肝炎的药世界领先,技术过硬,未来可期,怕什么?","text":"$吉利德科学(GILD)$大家别慌,换位思考。米国ZF要救市就的把疫情股打压,不打压怎么会给大众有疫情已经控制的错觉?所以安心拿住即可,退一步讲。吉利德的艾滋病,肝炎的药世界领先,技术过硬,未来可期,怕什么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/988040827","isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958554335,"gmtCreate":1591330942627,"gmtModify":1704195347856,"author":{"id":"3520932362187678","authorId":"3520932362187678","name":"遥远_0212","avatar":"https://static.tigerbbs.com/fe261d7e30948a669f7c9bcd4fc0d389","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520932362187678","authorIdStr":"3520932362187678"},"themes":[],"htmlText":"老巴不卖,我咋逢低吃进啊?","listText":"老巴不卖,我咋逢低吃进啊?","text":"老巴不卖,我咋逢低吃进啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958554335","repostId":"1142127989","repostType":4,"repost":{"id":"1142127989","pubTimestamp":1591281423,"share":"https://www.laohu8.com/m/news/1142127989?lang=&edition=full","pubTime":"2020-06-04 22:37","market":"sh","language":"zh","title":"中泰资管:三个理由,看好被股神清空的航空股","url":"https://stock-news.laohu8.com/highlight/detail?id=1142127989","media":"中泰证券资管","summary":"5月3日的股东大会上,巴菲特确认伯克希尔哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司美国航空、达美航空、西南航空和美国联合航空的全部持仓,市场愕然。虽是股神的常年忠实粉丝,但我这次却想和他唱反调,","content":"<p>5月3日的股东大会上,巴菲特确认<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司<a href=\"https://laohu8.com/S/AAL\">美国航空</a>、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/LUV\">西南航空</a>和美国联合航空的全部持仓,市场愕然。</p><p>虽是股神的常年忠实粉丝,但我这次却想和他唱反调,相比他的悲观,我恰好看好A股航空股机会。</p><p><b>股神投资航空股,犯错不是第一次</b></p><p>航空股本非市场热点,恰恰是巴菲特的一系列令人咋舌的操作,硬生生将这个行业推至风口浪尖。事实上,要理解股神对航空股的买卖之举,得先了解他与航空股的历史纠葛。</p><p>巴老对航空业的投资大约可以分为两个阶段,第一个阶段是1989-1998年,第二个阶段是2016-2020年。1989年7月,巴菲特大笔购入美国航空的10年强制赎回的可转换优先股。这笔交易中的可转换优先股设计虽然从设计上十分精明,但买在周期顶部也让股神吃尽了苦头。</p><p><img src=\"https://static.tigerbbs.com/2d545196459e6bba2a61708198892304\" tg-width=\"1080\" tg-height=\"613\"></p><p>此后几年,美国航空累计亏损,净资产几乎亏损殆尽,在1993年宣布停止发放特别股股息,95年巴菲特试图用一半的账面价值出售,没人接盘,直至美国航空的下一轮周期才得以回收。这段投资失败的经历,是形成巴老对航空公司第一阶段观点的最重要原因。</p><p>第二阶段就是2016年至今。2008年之后金融危机爆发,油价高企,极高的固定运营成本使得大批航空公司破产,航空业先起来并购重组大潮,达美收购西北,美联航和大陆合并,美国航空和全美航空合并。到2016年,全美四大航空的市占率已经达到超过70%的水平。巴老这一次几乎把美国的航空业都买了个遍。</p><p>对这笔投资,股神曾信心十足,2017年他曾公开表态看好对航空公司的投资:「我看好我们对航空公司的投资。我们同时买了四大航空公司,因为我们看不出来哪家公司能表现突出。只是我认为,从概率上来看,航空公司在未来五到十年内,还可以获得比较可观的回报」。原来,此前10年间美国航空公司是不折不扣的大牛股,以09年初为基数,达美、联合、西南10年间相对于标普500的超额收益高达297%、221%、409%。</p><p>事实上,之所以这次和股神唱反调,是因为我觉得所有的投资决策都应该从投资本身出发,而非他人的观点,即便是股神也不例外。基于他人更有道理的前提假设去找原因,这样的出发点本身就容易犯错,也不是投资人应该做的事情。</p><p><img src=\"https://static.tigerbbs.com/e25056b1f30c7c2dbdaba1060537fbde\" tg-width=\"1000\" tg-height=\"580\"></p><p><b>三个理由,看好国内航空股</b></p><p>我看好国内航空股的理由有三。</p><p><b>一是疫情并不会改变我们旅游、出行的长期习惯。</b>我国航空业所处的阶段与美国完全不同,美国的人均出行将近3次,而我国人均出行次数约0.47次,因此国内航空业需求的长期增长仍然十分确定,主要来自于随着人们生活的改善及经济的活跃度增加,出行次数将显著上升,也就是国内航空需求所处的阶段本质上和美国完全不同。</p><p><b>二是从供给端看,国内航空业的格局相比美国更好。</b>国内三大航空公司的市占率已经超过70%,且对于航空业的准入机制在各个环节都在变得更加严格,使得整个供给增速还在变慢。同时,由于国内拥有多个特大城市群,居住相比欧美国家更加密集,这使得我们城市上空的空域资源相对于出行需求而言更加受限。这几年一线机场新增时刻的增速显著下降,就是这个原因,这样的瓶颈是很难突破。此外,突如其来的疫情更是对供给端的一次出清,包括<a href=\"https://laohu8.com/S/BA\">波音</a>的问题,都给供给端带来了很好的变化。</p><p><b>最后再看所处周期位置。</b>目前航空股所处的位置并非周期的高点,估值更是十分便宜,因此对于我国的航空业的投资值得乐观。相信随着疫情的逐步复苏,航空也由于供给端的一些变化会使得我国航空业未来将进入较长的一个景气周期。</p><p>当然,和投资者互动的时候,也有朋友问我,现在布局航空股是不是早了,跌跌再来是不是更好一些?</p><p>说实话,要是能确定大概率航空股还会跌,我也不会现在去买。其实不光是对航空股不确定,对所有的股票投资在任何一个时间点去回答会不会有更好的价格这个问题,其实答案都是一样——不知道。</p><p>因此,在价格已经足够便宜的情况下,去寻找那个更好的价格并不是一个明智的决定,往往会让你在不必要的地方耗费过多的精力,甚至错过一笔收益可能丰厚的投资。换句话说,等待拐点在投资中是不可取的。遇到心仪的股票,不妨果断下手,虽然买完之后可能还跌,但这是需要承担的风险。</p>","source":"lsy1570716150226","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>中泰资管:三个理由,看好被股神清空的航空股</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; 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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中泰资管:三个理由,看好被股神清空的航空股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-04 22:37 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI1NzMzOTk2MQ==&mid=2247487976&idx=1&sn=2f3470d576dd371d8f81b6e8372bb6a3&chksm=ea19b6bedd6e3fa87670865c84999d844f472fc3b7fc1b68e4bd079fd280a3883138c2311892&mpshare=1&scene=1&srcid=&sharer_sharetime=1591280540793&sharer_shareid=f3a9d2ad0b30d03b8656e77c0c3a051e&rd2werd=1#wechat_redirect><strong>中泰证券资管</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月3日的股东大会上,巴菲特确认伯克希尔哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司美国航空、达美航空、西南航空和美国联合航空的全部持仓,市场愕然。虽是股神的常年忠实粉丝,但我这次却想和他唱反调,相比他的悲观,我恰好看好A股航空股机会。股神投资航空股,犯错不是第一次航空股本非市场热点,恰恰是巴菲特的一系列令人咋舌的操作,硬生生将这个行业推至风口浪尖。事实上,要理解股神对航空股的买卖之举,得先...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI1NzMzOTk2MQ==&mid=2247487976&idx=1&sn=2f3470d576dd371d8f81b6e8372bb6a3&chksm=ea19b6bedd6e3fa87670865c84999d844f472fc3b7fc1b68e4bd079fd280a3883138c2311892&mpshare=1&scene=1&srcid=&sharer_sharetime=1591280540793&sharer_shareid=f3a9d2ad0b30d03b8656e77c0c3a051e&rd2werd=1#wechat_redirect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"LUV":"西南航空","AAL":"美国航空"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI1NzMzOTk2MQ==&mid=2247487976&idx=1&sn=2f3470d576dd371d8f81b6e8372bb6a3&chksm=ea19b6bedd6e3fa87670865c84999d844f472fc3b7fc1b68e4bd079fd280a3883138c2311892&mpshare=1&scene=1&srcid=&sharer_sharetime=1591280540793&sharer_shareid=f3a9d2ad0b30d03b8656e77c0c3a051e&rd2werd=1#wechat_redirect","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142127989","content_text":"5月3日的股东大会上,巴菲特确认伯克希尔哈撒韦在巨额亏损的情况下,卖出了美国四大航空公司美国航空、达美航空、西南航空和美国联合航空的全部持仓,市场愕然。虽是股神的常年忠实粉丝,但我这次却想和他唱反调,相比他的悲观,我恰好看好A股航空股机会。股神投资航空股,犯错不是第一次航空股本非市场热点,恰恰是巴菲特的一系列令人咋舌的操作,硬生生将这个行业推至风口浪尖。事实上,要理解股神对航空股的买卖之举,得先了解他与航空股的历史纠葛。巴老对航空业的投资大约可以分为两个阶段,第一个阶段是1989-1998年,第二个阶段是2016-2020年。1989年7月,巴菲特大笔购入美国航空的10年强制赎回的可转换优先股。这笔交易中的可转换优先股设计虽然从设计上十分精明,但买在周期顶部也让股神吃尽了苦头。此后几年,美国航空累计亏损,净资产几乎亏损殆尽,在1993年宣布停止发放特别股股息,95年巴菲特试图用一半的账面价值出售,没人接盘,直至美国航空的下一轮周期才得以回收。这段投资失败的经历,是形成巴老对航空公司第一阶段观点的最重要原因。第二阶段就是2016年至今。2008年之后金融危机爆发,油价高企,极高的固定运营成本使得大批航空公司破产,航空业先起来并购重组大潮,达美收购西北,美联航和大陆合并,美国航空和全美航空合并。到2016年,全美四大航空的市占率已经达到超过70%的水平。巴老这一次几乎把美国的航空业都买了个遍。对这笔投资,股神曾信心十足,2017年他曾公开表态看好对航空公司的投资:「我看好我们对航空公司的投资。我们同时买了四大航空公司,因为我们看不出来哪家公司能表现突出。只是我认为,从概率上来看,航空公司在未来五到十年内,还可以获得比较可观的回报」。原来,此前10年间美国航空公司是不折不扣的大牛股,以09年初为基数,达美、联合、西南10年间相对于标普500的超额收益高达297%、221%、409%。事实上,之所以这次和股神唱反调,是因为我觉得所有的投资决策都应该从投资本身出发,而非他人的观点,即便是股神也不例外。基于他人更有道理的前提假设去找原因,这样的出发点本身就容易犯错,也不是投资人应该做的事情。三个理由,看好国内航空股我看好国内航空股的理由有三。一是疫情并不会改变我们旅游、出行的长期习惯。我国航空业所处的阶段与美国完全不同,美国的人均出行将近3次,而我国人均出行次数约0.47次,因此国内航空业需求的长期增长仍然十分确定,主要来自于随着人们生活的改善及经济的活跃度增加,出行次数将显著上升,也就是国内航空需求所处的阶段本质上和美国完全不同。二是从供给端看,国内航空业的格局相比美国更好。国内三大航空公司的市占率已经超过70%,且对于航空业的准入机制在各个环节都在变得更加严格,使得整个供给增速还在变慢。同时,由于国内拥有多个特大城市群,居住相比欧美国家更加密集,这使得我们城市上空的空域资源相对于出行需求而言更加受限。这几年一线机场新增时刻的增速显著下降,就是这个原因,这样的瓶颈是很难突破。此外,突如其来的疫情更是对供给端的一次出清,包括波音的问题,都给供给端带来了很好的变化。最后再看所处周期位置。目前航空股所处的位置并非周期的高点,估值更是十分便宜,因此对于我国的航空业的投资值得乐观。相信随着疫情的逐步复苏,航空也由于供给端的一些变化会使得我国航空业未来将进入较长的一个景气周期。当然,和投资者互动的时候,也有朋友问我,现在布局航空股是不是早了,跌跌再来是不是更好一些?说实话,要是能确定大概率航空股还会跌,我也不会现在去买。其实不光是对航空股不确定,对所有的股票投资在任何一个时间点去回答会不会有更好的价格这个问题,其实答案都是一样——不知道。因此,在价格已经足够便宜的情况下,去寻找那个更好的价格并不是一个明智的决定,往往会让你在不必要的地方耗费过多的精力,甚至错过一笔收益可能丰厚的投资。换句话说,等待拐点在投资中是不可取的。遇到心仪的股票,不妨果断下手,虽然买完之后可能还跌,但这是需要承担的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}