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华尔街_狙击手
投资中国优秀的新经济企业
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华尔街_狙击手
2020-12-15
从美股退市吧!
中芯国际在美遭民事诉讼,美股ADR跌超2%
华尔街_狙击手
2020-12-01
无聊!别人创出来的品牌,怎么取名还用你教?牛逼么自己去创一个响亮的品牌出来嘛?
抱歉,原内容已删除
华尔街_狙击手
2020-11-24
$小鹏汽车(XPEV)$
上去有多猛,下来就能有多猛
华尔街_狙击手
2020-11-18
已经高位套现完成,现在出来说这话让股价下跌,好捡便宜货而已……
孙正义:警惕雷曼式危机
华尔街_狙击手
2020-11-18
$农夫山泉(09633)$
又是半日首富?[开心]
华尔街_狙击手
2020-11-14
$小鹏汽车(XPEV)$
$蔚来(NIO)$
$小米集团-W(01810)$
业绩披露:最近一年收益率287.99%;最近半年收益率138.52%;最近一个季度收益率85.14%;最近一个月收益率13.08%;既往不恋,笃定前行!
华尔街_狙击手
2020-11-10
$小米集团-W(01810)$
今天可以,够强势!开盘跌5%,强势拉回来涨2%。
华尔街_狙击手
2020-11-06
太好玩儿了
美媒:佐治亚州务卿称,佐治亚州将重新计票
华尔街_狙击手
2020-10-15
$康希诺生物-B(06185)$
尼玛,这韭菜割得溜溜地
华尔街_狙击手
2020-09-25
$农夫山泉(09633)$
吗迪!这波韭菜割的[开心]
华尔街_狙击手
2020-09-19
$小鹏汽车(XPEV)$
周末去试驾体验了一把小鹏P7,这款车型会有不错的销量,让小鹏能够后来居上,换道超车。
华尔街_狙击手
2020-09-19
腾讯份额小,影响不大,所以回应只是轻描淡写
腾讯回应美国禁令:继续沟通,争取长期解决方案
华尔街_狙击手
2020-09-16
$农夫山泉(09633)$
散户太多,太热门了,又是像小米一样先下沉2年,洗掉散户才能上来了[开心]
华尔街_狙击手
2020-09-15
$小米集团-W(01810)$
完成3.5亿股的交割,都是机构投资者接盘消化了,根本不在公开的二级市场成交,散户慌忙凌乱个什么东西呀?
华尔街_狙击手
2020-09-08
$小米集团-W(01810)$
小米的持仓,已经有足够抵御风险的安全垫,就不管它怎么波动了,继续持有。
华尔街_狙击手
2020-09-04
$小米集团-W(01810)$
午后时间,接下来请开始你的表演!!!
华尔街_狙击手
2020-09-04
$中国飞鹤(06186)$
刚上市的时候6.85买入,13块卖掉后,一直到今天就再也没有机会捡回来了,飞鹤太强势了
华尔街_狙击手
2020-09-01
$小米集团-W(01810)$
今年上半年的首支全仓翻倍股!
华尔街_狙击手
2020-07-30
$理想汽车(LI)$
尼玛,申购1000股中了10股?啥玩意儿啊?逗我玩吧?果断挂15美金卖出去了。毕竟,蔚来才142亿美元市值,你凭啥一开盘就137亿美元吧?
华尔街_狙击手
2020-07-30
$理想汽车(LI)$
招股书披露的发行价格区间8-10美金,最后发行价变成了11.5美金,谁能告诉我,这他么是什么样子的操作?这么明着坑打新的韭菜啊?
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22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月15日晚间消息,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>表示,<a href=\"https://laohu8.com/S/688981\">中芯国际</a>集成电路制造有限公司关注到一份于2020年12月10日在美国加利福尼亚中区联邦地区法院提交的关于公司部分证券的民事诉状。公司正在谨慎评估以上事宜,并将作出积极抗辩。</p><p>中芯国际美股ADR现跌2.55%。</p><p><img src=\"https://static.tigerbbs.com/960bfbadb88e2aa1f41c5b725e794b02\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/935b895b6464b1e17a4e2f27fd1ab86f","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124334801","content_text":"12月15日晚间消息,中芯国际表示,中芯国际集成电路制造有限公司关注到一份于2020年12月10日在美国加利福尼亚中区联邦地区法院提交的关于公司部分证券的民事诉状。公司正在谨慎评估以上事宜,并将作出积极抗辩。中芯国际美股ADR现跌2.55%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391791833,"gmtCreate":1606753511522,"gmtModify":1703844268695,"author":{"id":"3521021712079565","authorId":"3521021712079565","name":"华尔街_狙击手","avatar":"https://static.tigerbbs.com/2a3aba6f7679ebaedf59c674ef9acfb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521021712079565","idStr":"3521021712079565"},"themes":[],"htmlText":"无聊!别人创出来的品牌,怎么取名还用你教?牛逼么自己去创一个响亮的品牌出来嘛?","listText":"无聊!别人创出来的品牌,怎么取名还用你教?牛逼么自己去创一个响亮的品牌出来嘛?","text":"无聊!别人创出来的品牌,怎么取名还用你教?牛逼么自己去创一个响亮的品牌出来嘛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391791833","repostId":"2086738958","repostType":2,"isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393979938,"gmtCreate":1606228930224,"gmtModify":1703841880371,"author":{"id":"3521021712079565","authorId":"3521021712079565","name":"华尔街_狙击手","avatar":"https://static.tigerbbs.com/2a3aba6f7679ebaedf59c674ef9acfb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521021712079565","idStr":"3521021712079565"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>上去有多猛,下来就能有多猛","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>上去有多猛,下来就能有多猛","text":"$小鹏汽车(XPEV)$上去有多猛,下来就能有多猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393979938","isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390366115,"gmtCreate":1605712370037,"gmtModify":1703839192662,"author":{"id":"3521021712079565","authorId":"3521021712079565","name":"华尔街_狙击手","avatar":"https://static.tigerbbs.com/2a3aba6f7679ebaedf59c674ef9acfb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521021712079565","idStr":"3521021712079565"},"themes":[],"htmlText":"已经高位套现完成,现在出来说这话让股价下跌,好捡便宜货而已……","listText":"已经高位套现完成,现在出来说这话让股价下跌,好捡便宜货而已……","text":"已经高位套现完成,现在出来说这话让股价下跌,好捡便宜货而已……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390366115","repostId":"1167810458","repostType":4,"repost":{"id":"1167810458","kind":"news","weMediaInfo":{"introduction":"华尔街见闻出品,专注于美股市场。为您提供最重要的资讯数据,最全面的市场动态和最深刻的解读分析。","home_visible":1,"media_name":"见闻IPO","id":"1083533104","head_image":"https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad"},"pubTimestamp":1605697854,"share":"https://www.laohu8.com/m/news/1167810458?lang=&edition=full","pubTime":"2020-11-18 19:10","market":"us","language":"zh","title":"孙正义:警惕雷曼式危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1167810458","media":"见闻IPO","summary":"导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n","content":"<blockquote>\n 导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n</blockquote>\n<p>在本周二的线上活动中,软银创始人兼CEO孙正义亮出了软银的持现“家底”,为软银的科技业投资策略正名。</p>\n<p>孙正义称,为了让软银获得流动性应对全球范围的紧急状况,他决定软银出手资产。“今后两到三个月,可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说,他最初的目标是今年出售400亿美元资产,但最终抛售了800亿美元。</p>\n<p>孙正义警告,可能出现像雷曼兄弟2008年倒闭那样的事件,引起大范围崩盘。他说,“在这种情况下任何事都可能发生。当然,疫苗就要来了,可谁知道今后两三个月会怎样?”</p>\n<p>孙正义称,可能有家大公司崩盘,制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看,我是悲观的。”</p>\n<p>这和孙正义此前的立场一致。今年8月的电话会议上,孙正义表示,新冠疫情改变了一切,软银正为经济长期低迷及可能的机会做准备,“现金是我们的防御手段”。</p>\n<p><b>01、拒绝置评私有化</b></p>\n<p>孙正义认为,有800亿美元现金在手,一旦软银股价下跌,他就可以更积极地回购更多的股票,也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化,从公开市场退市。</p>\n<p>媒体称,在软银内部,至少有五年都在讨论是否通过买断股票让公司私有化。</p>\n<p>今年3月,软银公布,将在此后四个季度出售至多价值4.5万亿日元(约合410亿美元)的资产,以此资助2.5万亿日元的创纪录规模股票回购计划,并偿还债务和回购债券。外界对软银私有化的猜测继续升温。</p>\n<p>8月软银公布,7月1日至8月3日间已斥资3980亿日元回购了6320万股,3月以来用于股票回购的总开支由此达到1万亿日元(约合95亿美元),10月软银披露,在9月约半个月的时间内,又投入401亿日元(约合3.8亿美元)回购617万股。</p>\n<p><b>02、坚持AI梦</b></p>\n<p>孙正义本周二为软银最近的公开上市股票投资辩护。他反问:“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业,谁又能说我不应该投资它们?”</p>\n<p>孙正义重申,相信全球数字化转型和人工智能问世将给他的投资带来帮助。</p>\n<p>在孙正义表态前,软银最近几个月已经因为大举押注科技股的投资引发争议。</p>\n<p>今年9月,媒体爆出软银豪赌科技股的消息,称软银买入了与名义价值500亿美元股票挂钩的科技股期权,一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”,因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失,软银的市值此后蒸发约90亿美元。</p>\n<p>10月媒体又传出消息称,虽然曾考虑削减持仓,但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平,因为今年8月爆出的软银目标是逾100亿美元。</p>\n<p>上周一软银公布财报显示,在截至9月的第二财季、即今年第三季度,软银 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元)的亏损。</p>\n<p>孙正义在财报公布后的电话会议上称,“当你说到衍生品时,这听起来风险很大,但它只占我们所持资产总价值的1%。(如果这些投资失败),损失也只占软银总股本的1%-2%,所以只占整体情况的一小部分。”</p>\n<p>上周媒体消息还称,孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上,多名分析师和基金经理质疑孙正义,认为他的持股让人担心公司的管理。孙否认有利益冲突,称那是他通过投资专业知识取得的酬劳,别的基金经理也收费。</p>\n<p>值得一提的是,三季度软银的大型科技投资工具愿景基金(Vision Fund)斩获了创纪录的7844亿日元利润。媒体指出,这都要归功于该基金去年11月曾以13.5亿美元投资<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房。自今年8月上市到9月30日,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房的股价飙升,软银的持股回报率高达375%。</p>\n<p><b>03、称赞WeWork创始人</b></p>\n<p>孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann,称他是个聪明人,是个积极主动的人。“他是个出色的领导者,但他犯了些错。”</p>\n<p>WeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末,WeWork撤回IPO申请,此后被爆出面临严重的现金流压力,并失去了大客户<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>去年10月,WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露,软银对该司的投资规模达到185亿美元。当月媒体消息称,为了换取Neumann离开WeWork的董事会并交出投票权,支持软银接手WeWork,软银提出向Neumann支付2亿美元。</p>\n<p>受新冠肺炎疫情影响,WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布,在截至今年3月一财年,预计在WeWork上的投资损失高达约7000亿日元,约合66亿美元。</p>\n<p>5月孙正义称,软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算,截至3月末,软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。</p>\n<p>8月媒体称,软银同意,以优先担保债券的形式,向WeWork提供11亿美元,以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元,环比增长近40%,当季销售额环比下滑20%。</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>孙正义:警惕雷曼式危机</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孙正义:警惕雷曼式危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083533104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻IPO </p>\n<p class=\"h-time\">2020-11-18 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n</blockquote>\n<p>在本周二的线上活动中,软银创始人兼CEO孙正义亮出了软银的持现“家底”,为软银的科技业投资策略正名。</p>\n<p>孙正义称,为了让软银获得流动性应对全球范围的紧急状况,他决定软银出手资产。“今后两到三个月,可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说,他最初的目标是今年出售400亿美元资产,但最终抛售了800亿美元。</p>\n<p>孙正义警告,可能出现像雷曼兄弟2008年倒闭那样的事件,引起大范围崩盘。他说,“在这种情况下任何事都可能发生。当然,疫苗就要来了,可谁知道今后两三个月会怎样?”</p>\n<p>孙正义称,可能有家大公司崩盘,制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看,我是悲观的。”</p>\n<p>这和孙正义此前的立场一致。今年8月的电话会议上,孙正义表示,新冠疫情改变了一切,软银正为经济长期低迷及可能的机会做准备,“现金是我们的防御手段”。</p>\n<p><b>01、拒绝置评私有化</b></p>\n<p>孙正义认为,有800亿美元现金在手,一旦软银股价下跌,他就可以更积极地回购更多的股票,也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化,从公开市场退市。</p>\n<p>媒体称,在软银内部,至少有五年都在讨论是否通过买断股票让公司私有化。</p>\n<p>今年3月,软银公布,将在此后四个季度出售至多价值4.5万亿日元(约合410亿美元)的资产,以此资助2.5万亿日元的创纪录规模股票回购计划,并偿还债务和回购债券。外界对软银私有化的猜测继续升温。</p>\n<p>8月软银公布,7月1日至8月3日间已斥资3980亿日元回购了6320万股,3月以来用于股票回购的总开支由此达到1万亿日元(约合95亿美元),10月软银披露,在9月约半个月的时间内,又投入401亿日元(约合3.8亿美元)回购617万股。</p>\n<p><b>02、坚持AI梦</b></p>\n<p>孙正义本周二为软银最近的公开上市股票投资辩护。他反问:“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业,谁又能说我不应该投资它们?”</p>\n<p>孙正义重申,相信全球数字化转型和人工智能问世将给他的投资带来帮助。</p>\n<p>在孙正义表态前,软银最近几个月已经因为大举押注科技股的投资引发争议。</p>\n<p>今年9月,媒体爆出软银豪赌科技股的消息,称软银买入了与名义价值500亿美元股票挂钩的科技股期权,一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”,因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失,软银的市值此后蒸发约90亿美元。</p>\n<p>10月媒体又传出消息称,虽然曾考虑削减持仓,但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平,因为今年8月爆出的软银目标是逾100亿美元。</p>\n<p>上周一软银公布财报显示,在截至9月的第二财季、即今年第三季度,软银 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元)的亏损。</p>\n<p>孙正义在财报公布后的电话会议上称,“当你说到衍生品时,这听起来风险很大,但它只占我们所持资产总价值的1%。(如果这些投资失败),损失也只占软银总股本的1%-2%,所以只占整体情况的一小部分。”</p>\n<p>上周媒体消息还称,孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上,多名分析师和基金经理质疑孙正义,认为他的持股让人担心公司的管理。孙否认有利益冲突,称那是他通过投资专业知识取得的酬劳,别的基金经理也收费。</p>\n<p>值得一提的是,三季度软银的大型科技投资工具愿景基金(Vision Fund)斩获了创纪录的7844亿日元利润。媒体指出,这都要归功于该基金去年11月曾以13.5亿美元投资<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房。自今年8月上市到9月30日,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房的股价飙升,软银的持股回报率高达375%。</p>\n<p><b>03、称赞WeWork创始人</b></p>\n<p>孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann,称他是个聪明人,是个积极主动的人。“他是个出色的领导者,但他犯了些错。”</p>\n<p>WeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末,WeWork撤回IPO申请,此后被爆出面临严重的现金流压力,并失去了大客户<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>去年10月,WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露,软银对该司的投资规模达到185亿美元。当月媒体消息称,为了换取Neumann离开WeWork的董事会并交出投票权,支持软银接手WeWork,软银提出向Neumann支付2亿美元。</p>\n<p>受新冠肺炎疫情影响,WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布,在截至今年3月一财年,预计在WeWork上的投资损失高达约7000亿日元,约合66亿美元。</p>\n<p>5月孙正义称,软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算,截至3月末,软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。</p>\n<p>8月媒体称,软银同意,以优先担保债券的形式,向WeWork提供11亿美元,以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元,环比增长近40%,当季销售额环比下滑20%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167810458","content_text":"导读:孙正义说,今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪;可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手,软银股价若下跌,他就可以更积极地回购股票,也可以继续投资企业。\n\n在本周二的线上活动中,软银创始人兼CEO孙正义亮出了软银的持现“家底”,为软银的科技业投资策略正名。\n孙正义称,为了让软银获得流动性应对全球范围的紧急状况,他决定软银出手资产。“今后两到三个月,可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说,他最初的目标是今年出售400亿美元资产,但最终抛售了800亿美元。\n孙正义警告,可能出现像雷曼兄弟2008年倒闭那样的事件,引起大范围崩盘。他说,“在这种情况下任何事都可能发生。当然,疫苗就要来了,可谁知道今后两三个月会怎样?”\n孙正义称,可能有家大公司崩盘,制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看,我是悲观的。”\n这和孙正义此前的立场一致。今年8月的电话会议上,孙正义表示,新冠疫情改变了一切,软银正为经济长期低迷及可能的机会做准备,“现金是我们的防御手段”。\n01、拒绝置评私有化\n孙正义认为,有800亿美元现金在手,一旦软银股价下跌,他就可以更积极地回购更多的股票,也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化,从公开市场退市。\n媒体称,在软银内部,至少有五年都在讨论是否通过买断股票让公司私有化。\n今年3月,软银公布,将在此后四个季度出售至多价值4.5万亿日元(约合410亿美元)的资产,以此资助2.5万亿日元的创纪录规模股票回购计划,并偿还债务和回购债券。外界对软银私有化的猜测继续升温。\n8月软银公布,7月1日至8月3日间已斥资3980亿日元回购了6320万股,3月以来用于股票回购的总开支由此达到1万亿日元(约合95亿美元),10月软银披露,在9月约半个月的时间内,又投入401亿日元(约合3.8亿美元)回购617万股。\n02、坚持AI梦\n孙正义本周二为软银最近的公开上市股票投资辩护。他反问:“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业,谁又能说我不应该投资它们?”\n孙正义重申,相信全球数字化转型和人工智能问世将给他的投资带来帮助。\n在孙正义表态前,软银最近几个月已经因为大举押注科技股的投资引发争议。\n今年9月,媒体爆出软银豪赌科技股的消息,称软银买入了与名义价值500亿美元股票挂钩的科技股期权,一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”,因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失,软银的市值此后蒸发约90亿美元。\n10月媒体又传出消息称,虽然曾考虑削减持仓,但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平,因为今年8月爆出的软银目标是逾100亿美元。\n上周一软银公布财报显示,在截至9月的第二财季、即今年第三季度,软银 “在上市股票和其他工具上的投资”造成了1317亿日元(约合13亿美元)的亏损。\n孙正义在财报公布后的电话会议上称,“当你说到衍生品时,这听起来风险很大,但它只占我们所持资产总价值的1%。(如果这些投资失败),损失也只占软银总股本的1%-2%,所以只占整体情况的一小部分。”\n上周媒体消息还称,孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上,多名分析师和基金经理质疑孙正义,认为他的持股让人担心公司的管理。孙否认有利益冲突,称那是他通过投资专业知识取得的酬劳,别的基金经理也收费。\n值得一提的是,三季度软银的大型科技投资工具愿景基金(Vision Fund)斩获了创纪录的7844亿日元利润。媒体指出,这都要归功于该基金去年11月曾以13.5亿美元投资贝壳找房。自今年8月上市到9月30日,贝壳找房的股价飙升,软银的持股回报率高达375%。\n03、称赞WeWork创始人\n孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann,称他是个聪明人,是个积极主动的人。“他是个出色的领导者,但他犯了些错。”\nWeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末,WeWork撤回IPO申请,此后被爆出面临严重的现金流压力,并失去了大客户谷歌。\n去年10月,WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露,软银对该司的投资规模达到185亿美元。当月媒体消息称,为了换取Neumann离开WeWork的董事会并交出投票权,支持软银接手WeWork,软银提出向Neumann支付2亿美元。\n受新冠肺炎疫情影响,WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布,在截至今年3月一财年,预计在WeWork上的投资损失高达约7000亿日元,约合66亿美元。\n5月孙正义称,软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算,截至3月末,软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。\n8月媒体称,软银同意,以优先担保债券的形式,向WeWork提供11亿美元,以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元,环比增长近40%,当季销售额环比下滑20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390043666,"gmtCreate":1605681999755,"gmtModify":1703838949328,"author":{"id":"3521021712079565","authorId":"3521021712079565","name":"华尔街_狙击手","avatar":"https://static.tigerbbs.com/2a3aba6f7679ebaedf59c674ef9acfb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521021712079565","idStr":"3521021712079565"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>业绩披露:最近一年收益率287.99%;最近半年收益率138.52%;最近一个季度收益率85.14%;最近一个月收益率13.08%;既往不恋,笃定前行!","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a 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href=https://hqtime.huanqiu.com/share/article/40atBTg63F3><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网快讯】彭博社刚刚消息,佐治亚州务卿刚刚在新闻发布会上说,佐治亚州将重新计票。彭博社报道截图彭博社称,就在佐治亚州务卿发布这一表态前,民主党总统候选人拜登刚刚在该州暂时领先共和党总统候选人特朗普。另据英国《卫报》,佐治亚州州务卿布拉德·拉芬斯珀格(Brad Raffensperger)证实,该州将重新计票。“佐治亚州将重新计票,” 拉芬斯珀格在该州首府亚特兰大市说,并将保证过程透明。《卫报》...</p>\n\n<a href=\"https://hqtime.huanqiu.com/share/article/40atBTg63F3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://hqtime.huanqiu.com/share/article/40atBTg63F3","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196033272","content_text":"【环球网快讯】彭博社刚刚消息,佐治亚州务卿刚刚在新闻发布会上说,佐治亚州将重新计票。彭博社报道截图彭博社称,就在佐治亚州务卿发布这一表态前,民主党总统候选人拜登刚刚在该州暂时领先共和党总统候选人特朗普。另据英国《卫报》,佐治亚州州务卿布拉德·拉芬斯珀格(Brad Raffensperger)证实,该州将重新计票。“佐治亚州将重新计票,” 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00:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国商务部周五发表声明说,从9月20日开始,美国公司将被禁止与WeChat和TikTok进行商业交易。</p><p>对此,<a href=\"https://laohu8.com/S/00700\">腾讯</a>公司回应称,公司已知悉美国商务部长针对WeChat在美国国内使用的行政命令最新公布。公司会继续与美国政府沟通,以争取长期解决方案。</p><p>以下为回应全文:</p><p>作为一款服务于海外各地用户的应用,WeChat一直遵守当地法律法规,其数据政策与程序符合全球最严格的隐私标准。</p><p>为了保障美国用户的基本通信权益不受影响,这段时间我们与美国政府进行了多轮沟通,寻求妥善的解决方案。但很遗憾,双方尚未达成共识。</p><p>我们会继续与美国政府沟通,以争取长期解决方案。</p><p><b>相关阅读:</b></p><p><a href=\"https://laohu8.com/NW/1166500233\" target=\"_blank\">真的禁用微信!特朗普一出手,腾讯危了?</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed7ef7d1b9da30ca68a0ddeac63f4a0e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134265707","content_text":"美国商务部周五发表声明说,从9月20日开始,美国公司将被禁止与WeChat和TikTok进行商业交易。对此,腾讯公司回应称,公司已知悉美国商务部长针对WeChat在美国国内使用的行政命令最新公布。公司会继续与美国政府沟通,以争取长期解决方案。以下为回应全文:作为一款服务于海外各地用户的应用,WeChat一直遵守当地法律法规,其数据政策与程序符合全球最严格的隐私标准。为了保障美国用户的基本通信权益不受影响,这段时间我们与美国政府进行了多轮沟通,寻求妥善的解决方案。但很遗憾,双方尚未达成共识。我们会继续与美国政府沟通,以争取长期解决方案。相关阅读:真的禁用微信!特朗普一出手,腾讯危了?","news_type":1},"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972268612,"gmtCreate":1600253833236,"gmtModify":1703820898826,"author":{"id":"3521021712079565","authorId":"3521021712079565","name":"华尔街_狙击手","avatar":"https://static.tigerbbs.com/2a3aba6f7679ebaedf59c674ef9acfb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521021712079565","idStr":"3521021712079565"},"themes":[],"htmlText":"<a 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看来是要起飞了🛫️"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307062065,"gmtCreate":1605322581457,"gmtModify":1703837533927,"author":{"id":"3521021712079565","authorId":"3521021712079565","name":"华尔街_狙击手","avatar":"https://static.tigerbbs.com/2a3aba6f7679ebaedf59c674ef9acfb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521021712079565","authorIdStr":"3521021712079565"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>业绩披露:最近一年收益率287.99%;最近半年收益率138.52%;最近一个季度收益率85.14%;最近一个月收益率13.08%;既往不恋,笃定前行!","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a 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