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无常的世界

无常的世界

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IP属地：浙江

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无常的世界

10-02

$蔚来(NIO)$ 会不会在国庆结束前跌回5元？上班第一天又大涨？

无常的世界

2023-09-15

$蔚来(NIO)$ 底部价格了吧

无常的世界

2022-10-20

无常的世界

2022-05-06

资金接力做空是真

美股超级大变脸，道指狂泻1000点，什么情况？

无常的世界

2022-04-07

最近在打击这块，社会上应该也有被查的。

网传蔚来员工用公司服务器挖矿被通报

无常的世界

2022-04-04

疫情如此严重，战火纷飞，交易显然应该回落。

抱歉，原内容已删除

无常的世界

2022-03-17

那就从40做空

The Rapid Rise and Stunning Fall of Rivian Stock

无常的世界

2022-01-26

$蔚来(NIO)$当总趋势跌，当日大盘涨时，盘前涨往往会盘中跌。

无常的世界

2022-01-05

$特斯拉(TSLA)$买进大跌，卖出大涨，什么鬼？

无常的世界

2021-12-29

$Allbirds, Inc.(BIRD)$空单卖不出去，是不是借不到了？

无常的世界

2021-12-20

中肯

抱歉，原内容已删除

无常的世界

2021-12-20

$Sono Group N.V.(SEV)$还能更低吗？

无常的世界

2021-11-18

$比亚迪股份(01211)$304以上，怎么这么多票？

无常的世界

2021-10-12

$阿里巴巴(BABA)$白天港股下跌，当日晚上美股可以大涨吗？

无常的世界

2021-10-08

跑国外去挖矿公司，不受影响吧

虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备

无常的世界

2021-10-06

包括矿机企业吗

抱歉，原内容已删除

无常的世界

2021-09-27

给了9.6买进嘉楠的股民信心

恐慌情绪给你变态低估的机会

无常的世界

2021-09-24

$嘉楠科技(CAN)$前一周还是持平，今天就跌到了36%。啥情况？

无常的世界

2021-09-21

利好吗

嘉楠科技(CAN.US)宣布至多2000万美元股票回购计划

无常的世界

2021-09-21

为什么财报一出，就一直跌

老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外

去老虎APP查看更多动态

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会不会在国庆结束前跌回5元？上班第一天又大涨？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355526573732232","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497394072377433","authorId":"3497394072377433","name":"虎虎生威01","avatar":"https://static.tigerbbs.com/65bc75a23da4d1285839b2887b1e5546","crmLevel":4,"crmLevelSwitch":0,"idStr":"3497394072377433","authorIdStr":"3497394072377433"},"content":"会跌回去，但是上班也涨不回来","text":"会跌回去，但是上班也涨不回来","html":"会跌回去，但是上班也涨不回来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220224422019200,"gmtCreate":1694787027683,"gmtModify":1694787028794,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a 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底部价格了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/220224422019200","isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3518983480179242","authorIdStr":"3518983480179242"},"content":"45块的时候就有一大堆人说这话","text":"45块的时候就有一大堆人说这话","html":"45块的时候就有一大堆人说这话"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662193946,"gmtCreate":1666243285386,"gmtModify":1666243287646,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a 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00:28","market":"us","language":"zh","title":"美股超级大变脸，道指狂泻1000点，什么情况？","url":"https://stock-news.laohu8.com/highlight/detail?id=1158662522","media":"券商中国","summary":"美股突然大变脸！5月5日，美股开盘之后，三大股指跌幅直接扩大。截至23点10分，道指狂泄1000点，跌幅扩大至将近3%，标普500指数跌超3.4%，纳斯达克综合指数（纳指）下跌将近600点跌幅扩大至4","content":"<html><head></head><body><p>美股突然大变脸！</p><p>5月5日，美股开盘之后，三大股指跌幅直接扩大。截至23点10分，道指狂泄1000点，跌幅扩大至将近3%，标普500指数跌超3.4%，纳斯达克综合指数（纳指）下跌将近600点跌幅扩大至4.5%，纳斯达克100指数目前跌4.6%。这一走势多少有点超出市场预期，因为在5月4日的行情中，虽有美联储加息，但美股尾盘表现相当突出。那么，究竟是什么原因导致了美股杀跌？</p><p><b>周四，美国抵押贷款利率跃升至 5.27%，为2009年以来最高。较高的借贷成本正在将买家赶出市场，房地美经济学家Sam Khater预计房价涨幅将很快放缓，这一指标的拉升可能吓到了市场，毕竟2008年金融危机离现在也并不遥远。债券市场也受到了影响，美国10年期国债收益率直接飙升至3%以上，美元指数则收复最近几个交易日的失地。</b></p><p>离岸人民币受此影响亦一度杀跌600点，A50的跌幅亦扩大。同时，俄乌方面也再度传来消息，据新华社，俄罗斯别尔哥罗德州两村庄遭乌军炮击，乌总统说不同意与俄方“冻结冲突”。那么，刚刚有一些起色的A股是否又要遭遇考验呢？</p><p><b>美股大变脸</b></p><p>周三（5月4日），美联储加息了，原本以为美股可能要调整一下。没想到是一顿大涨。当日，道指涨2.81%，标普500指数涨2.99%，纳指涨3.19%。卡特彼勒、3M、苹果涨超4%，领涨道指。道指和标普500指数创两年来最大单日涨幅。</p><p><b>同样是预期，美股可能会延续涨幅，毕竟美联储给出的预期比较明确，鹰里含鸽，刚中怀柔。然而，美股市场等来的却是一场大跌。5月5日开盘，美股三大指数集体大挫，其中，纳斯达克指数跌幅一度超过4%。</b></p><p><img src=\"https://static.tigerbbs.com/6612e36963c0e2c1b7b8cfbbe3482b5c\" tg-width=\"928\" tg-height=\"284\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这一惊人之变化亦引发了其他市场变局，美国长期限国债收益率几乎全线上涨。其中，指标意义强烈的十年期国债收益率一举突破了3%。</p><p><img src=\"https://static.tigerbbs.com/05c5ab89b5db9d3e4e70741c3750c9da\" tg-width=\"658\" tg-height=\"200\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>美元指数更是大涨，并收复了此前的失地。</p><p><img src=\"https://static.tigerbbs.com/a0cdb19fa6d038e9c8aa5dda60f15dac\" tg-width=\"933\" tg-height=\"262\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>值得一提的是，人民币大幅走低600点。</p><p><img src=\"https://static.tigerbbs.com/72767457a97d91a9ed02cc1d5439d090\" tg-width=\"935\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>与此同时，A50期指跌幅亦有所扩大。</p><p><img src=\"https://static.tigerbbs.com/603f48ac3525d525c28e61610edcdb53\" tg-width=\"735\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>究竟是何缘故？</b></p><p>美股杀跌的原因究竟又来自何方呢？</p><p>首先，鲍威尔周三表示，一些证据表明核心PCE达到峰值。市场预期，接下来的两次会议上，可能会在加息50个基点之后加息25个基点，排除了加息75个基点的可能性，鲍威尔也称75个基点的加息并不值得考虑。但令人意外的是，周四，美国利率期货价格显示，美联储6月加息75个基点的可能性为75%，芝商所（CME）美联储观察认为有83%的可能性。</p><p>其次，有一个指标让人想到了金融危机。美国抵押贷款利率跃升至 5.27%，为2009年以来最高。较高的借贷成本正在将买家赶出市场，房地美经济学家预计房价涨幅将很快放缓。随着这些利率指标的飙升，直接带崩了股市和债市。</p><p>第三，可能对疫情还有担心。从美股杀跌的结构来看，开盘之后，美股邮轮股走低，嘉年华邮轮(CCL.N)跌5.5%，挪威邮轮(NCLH.N)跌5%，皇家加勒比邮轮(RCL.N)跌3.4%。据世卫组织最新消息，死于新冠病毒的人数几乎是官方报告的三倍，每500个人当中就有1人死于新冠病毒。</p><p>华尓街大空头David Wright认为，这波熊市才刚刚开场。他表示：“宏观经济和地缘政治的动荡不安正在令投资者倍感担忧。世界上没有其他国家会将如此多的财富押在股票上。我们正处于自满情绪的高峰，目前市场正处在此生最大的熊市当中，熊市刚开始，后面还有一波大行情。”</p><p><b>俄乌亦有新情况</b></p><p><b>在当下的市场分析框架中，美元的变数，疫情的变数和俄乌冲突集体上阵。从最新的消息来看，俄乌局势仍未有缓和迹象。</b></p><p>据新华社报道，靠近乌克兰边界的俄罗斯别尔哥罗德州州长格拉德科夫5日在社交媒体上通报，该州两个村庄当日遭到乌克兰方面炮击。</p><p>据塔斯社报道，俄罗斯总统新闻秘书佩斯科夫5日对媒体表示，俄军方知道美国、英国以及其他北约国家不断向乌克兰军方提供情报，俄方正在采取一切必要措施加以应对。他表示，有关国家向乌克兰运送武器、提供情报并不会“阻碍特别军事行动既定目标的实现”。在回应乌克兰发布的“俄军深夜突入亚速钢铁厂并与乌方发生激烈交火”的消息时，佩斯科夫说，俄总统普京目前并未就俄军在亚速钢铁厂的行动下达新命令，此前俄方作出的取消强攻并对厂区进行封锁的决定仍在执行。</p><p>乌总统泽连斯基接受《华尔街日报》视频采访时表示，乌方不同意与俄方“冻结冲突”。泽连斯基说，在他就任总统时，已存在明斯克协议和新明斯克协议，但这些协议并未被遵守，相反这些“纸上的安排”带来的是“冻结冲突”，乌克兰绝不会接受“冻结冲突”的协议。</p><p><b>结合种种局势分析，后续整个资本市场的反弹可能还会面临一些考验，磨底或许还需时日。</b></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股超级大变脸，道指狂泻1000点，什么情况？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股超级大变脸，道指狂泻1000点，什么情况？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-05-06 00:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股突然大变脸！</p><p>5月5日，美股开盘之后，三大股指跌幅直接扩大。截至23点10分，道指狂泄1000点，跌幅扩大至将近3%，标普500指数跌超3.4%，纳斯达克综合指数（纳指）下跌将近600点跌幅扩大至4.5%，纳斯达克100指数目前跌4.6%。这一走势多少有点超出市场预期，因为在5月4日的行情中，虽有美联储加息，但美股尾盘表现相当突出。那么，究竟是什么原因导致了美股杀跌？</p><p><b>周四，美国抵押贷款利率跃升至 5.27%，为2009年以来最高。较高的借贷成本正在将买家赶出市场，房地美经济学家Sam Khater预计房价涨幅将很快放缓，这一指标的拉升可能吓到了市场，毕竟2008年金融危机离现在也并不遥远。债券市场也受到了影响，美国10年期国债收益率直接飙升至3%以上，美元指数则收复最近几个交易日的失地。</b></p><p>离岸人民币受此影响亦一度杀跌600点，A50的跌幅亦扩大。同时，俄乌方面也再度传来消息，据新华社，俄罗斯别尔哥罗德州两村庄遭乌军炮击，乌总统说不同意与俄方“冻结冲突”。那么，刚刚有一些起色的A股是否又要遭遇考验呢？</p><p><b>美股大变脸</b></p><p>周三（5月4日），美联储加息了，原本以为美股可能要调整一下。没想到是一顿大涨。当日，道指涨2.81%，标普500指数涨2.99%，纳指涨3.19%。卡特彼勒、3M、苹果涨超4%，领涨道指。道指和标普500指数创两年来最大单日涨幅。</p><p><b>同样是预期，美股可能会延续涨幅，毕竟美联储给出的预期比较明确，鹰里含鸽，刚中怀柔。然而，美股市场等来的却是一场大跌。5月5日开盘，美股三大指数集体大挫，其中，纳斯达克指数跌幅一度超过4%。</b></p><p><img src=\"https://static.tigerbbs.com/6612e36963c0e2c1b7b8cfbbe3482b5c\" tg-width=\"928\" tg-height=\"284\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这一惊人之变化亦引发了其他市场变局，美国长期限国债收益率几乎全线上涨。其中，指标意义强烈的十年期国债收益率一举突破了3%。</p><p><img src=\"https://static.tigerbbs.com/05c5ab89b5db9d3e4e70741c3750c9da\" tg-width=\"658\" tg-height=\"200\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>美元指数更是大涨，并收复了此前的失地。</p><p><img src=\"https://static.tigerbbs.com/a0cdb19fa6d038e9c8aa5dda60f15dac\" tg-width=\"933\" tg-height=\"262\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>值得一提的是，人民币大幅走低600点。</p><p><img src=\"https://static.tigerbbs.com/72767457a97d91a9ed02cc1d5439d090\" tg-width=\"935\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>与此同时，A50期指跌幅亦有所扩大。</p><p><img src=\"https://static.tigerbbs.com/603f48ac3525d525c28e61610edcdb53\" tg-width=\"735\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>究竟是何缘故？</b></p><p>美股杀跌的原因究竟又来自何方呢？</p><p>首先，鲍威尔周三表示，一些证据表明核心PCE达到峰值。市场预期，接下来的两次会议上，可能会在加息50个基点之后加息25个基点，排除了加息75个基点的可能性，鲍威尔也称75个基点的加息并不值得考虑。但令人意外的是，周四，美国利率期货价格显示，美联储6月加息75个基点的可能性为75%，芝商所（CME）美联储观察认为有83%的可能性。</p><p>其次，有一个指标让人想到了金融危机。美国抵押贷款利率跃升至 5.27%，为2009年以来最高。较高的借贷成本正在将买家赶出市场，房地美经济学家预计房价涨幅将很快放缓。随着这些利率指标的飙升，直接带崩了股市和债市。</p><p>第三，可能对疫情还有担心。从美股杀跌的结构来看，开盘之后，美股邮轮股走低，嘉年华邮轮(CCL.N)跌5.5%，挪威邮轮(NCLH.N)跌5%，皇家加勒比邮轮(RCL.N)跌3.4%。据世卫组织最新消息，死于新冠病毒的人数几乎是官方报告的三倍，每500个人当中就有1人死于新冠病毒。</p><p>华尓街大空头David Wright认为，这波熊市才刚刚开场。他表示：“宏观经济和地缘政治的动荡不安正在令投资者倍感担忧。世界上没有其他国家会将如此多的财富押在股票上。我们正处于自满情绪的高峰，目前市场正处在此生最大的熊市当中，熊市刚开始，后面还有一波大行情。”</p><p><b>俄乌亦有新情况</b></p><p><b>在当下的市场分析框架中，美元的变数，疫情的变数和俄乌冲突集体上阵。从最新的消息来看，俄乌局势仍未有缓和迹象。</b></p><p>据新华社报道，靠近乌克兰边界的俄罗斯别尔哥罗德州州长格拉德科夫5日在社交媒体上通报，该州两个村庄当日遭到乌克兰方面炮击。</p><p>据塔斯社报道，俄罗斯总统新闻秘书佩斯科夫5日对媒体表示，俄军方知道美国、英国以及其他北约国家不断向乌克兰军方提供情报，俄方正在采取一切必要措施加以应对。他表示，有关国家向乌克兰运送武器、提供情报并不会“阻碍特别军事行动既定目标的实现”。在回应乌克兰发布的“俄军深夜突入亚速钢铁厂并与乌方发生激烈交火”的消息时，佩斯科夫说，俄总统普京目前并未就俄军在亚速钢铁厂的行动下达新命令，此前俄方作出的取消强攻并对厂区进行封锁的决定仍在执行。</p><p>乌总统泽连斯基接受《华尔街日报》视频采访时表示，乌方不同意与俄方“冻结冲突”。泽连斯基说，在他就任总统时，已存在明斯克协议和新明斯克协议，但这些协议并未被遵守，相反这些“纸上的安排”带来的是“冻结冲突”，乌克兰绝不会接受“冻结冲突”的协议。</p><p><b>结合种种局势分析，后续整个资本市场的反弹可能还会面临一些考验，磨底或许还需时日。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158662522","content_text":"美股突然大变脸！5月5日，美股开盘之后，三大股指跌幅直接扩大。截至23点10分，道指狂泄1000点，跌幅扩大至将近3%，标普500指数跌超3.4%，纳斯达克综合指数（纳指）下跌将近600点跌幅扩大至4.5%，纳斯达克100指数目前跌4.6%。这一走势多少有点超出市场预期，因为在5月4日的行情中，虽有美联储加息，但美股尾盘表现相当突出。那么，究竟是什么原因导致了美股杀跌？周四，美国抵押贷款利率跃升至 5.27%，为2009年以来最高。较高的借贷成本正在将买家赶出市场，房地美经济学家Sam Khater预计房价涨幅将很快放缓，这一指标的拉升可能吓到了市场，毕竟2008年金融危机离现在也并不遥远。债券市场也受到了影响，美国10年期国债收益率直接飙升至3%以上，美元指数则收复最近几个交易日的失地。离岸人民币受此影响亦一度杀跌600点，A50的跌幅亦扩大。同时，俄乌方面也再度传来消息，据新华社，俄罗斯别尔哥罗德州两村庄遭乌军炮击，乌总统说不同意与俄方“冻结冲突”。那么，刚刚有一些起色的A股是否又要遭遇考验呢？美股大变脸周三（5月4日），美联储加息了，原本以为美股可能要调整一下。没想到是一顿大涨。当日，道指涨2.81%，标普500指数涨2.99%，纳指涨3.19%。卡特彼勒、3M、苹果涨超4%，领涨道指。道指和标普500指数创两年来最大单日涨幅。同样是预期，美股可能会延续涨幅，毕竟美联储给出的预期比较明确，鹰里含鸽，刚中怀柔。然而，美股市场等来的却是一场大跌。5月5日开盘，美股三大指数集体大挫，其中，纳斯达克指数跌幅一度超过4%。这一惊人之变化亦引发了其他市场变局，美国长期限国债收益率几乎全线上涨。其中，指标意义强烈的十年期国债收益率一举突破了3%。美元指数更是大涨，并收复了此前的失地。值得一提的是，人民币大幅走低600点。与此同时，A50期指跌幅亦有所扩大。究竟是何缘故？美股杀跌的原因究竟又来自何方呢？首先，鲍威尔周三表示，一些证据表明核心PCE达到峰值。市场预期，接下来的两次会议上，可能会在加息50个基点之后加息25个基点，排除了加息75个基点的可能性，鲍威尔也称75个基点的加息并不值得考虑。但令人意外的是，周四，美国利率期货价格显示，美联储6月加息75个基点的可能性为75%，芝商所（CME）美联储观察认为有83%的可能性。其次，有一个指标让人想到了金融危机。美国抵押贷款利率跃升至 5.27%，为2009年以来最高。较高的借贷成本正在将买家赶出市场，房地美经济学家预计房价涨幅将很快放缓。随着这些利率指标的飙升，直接带崩了股市和债市。第三，可能对疫情还有担心。从美股杀跌的结构来看，开盘之后，美股邮轮股走低，嘉年华邮轮(CCL.N)跌5.5%，挪威邮轮(NCLH.N)跌5%，皇家加勒比邮轮(RCL.N)跌3.4%。据世卫组织最新消息，死于新冠病毒的人数几乎是官方报告的三倍，每500个人当中就有1人死于新冠病毒。华尓街大空头David Wright认为，这波熊市才刚刚开场。他表示：“宏观经济和地缘政治的动荡不安正在令投资者倍感担忧。世界上没有其他国家会将如此多的财富押在股票上。我们正处于自满情绪的高峰，目前市场正处在此生最大的熊市当中，熊市刚开始，后面还有一波大行情。”俄乌亦有新情况在当下的市场分析框架中，美元的变数，疫情的变数和俄乌冲突集体上阵。从最新的消息来看，俄乌局势仍未有缓和迹象。据新华社报道，靠近乌克兰边界的俄罗斯别尔哥罗德州州长格拉德科夫5日在社交媒体上通报，该州两个村庄当日遭到乌克兰方面炮击。据塔斯社报道，俄罗斯总统新闻秘书佩斯科夫5日对媒体表示，俄军方知道美国、英国以及其他北约国家不断向乌克兰军方提供情报，俄方正在采取一切必要措施加以应对。他表示，有关国家向乌克兰运送武器、提供情报并不会“阻碍特别军事行动既定目标的实现”。在回应乌克兰发布的“俄军深夜突入亚速钢铁厂并与乌方发生激烈交火”的消息时，佩斯科夫说，俄总统普京目前并未就俄军在亚速钢铁厂的行动下达新命令，此前俄方作出的取消强攻并对厂区进行封锁的决定仍在执行。乌总统泽连斯基接受《华尔街日报》视频采访时表示，乌方不同意与俄方“冻结冲突”。泽连斯基说，在他就任总统时，已存在明斯克协议和新明斯克协议，但这些协议并未被遵守，相反这些“纸上的安排”带来的是“冻结冲突”，乌克兰绝不会接受“冻结冲突”的协议。结合种种局势分析，后续整个资本市场的反弹可能还会面临一些考验，磨底或许还需时日。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619202551,"gmtCreate":1649261485312,"gmtModify":1649261485312,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"最近在打击这块，社会上应该也有被查的。","listText":"最近在打击这块，社会上应该也有被查的。","text":"最近在打击这块，社会上应该也有被查的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619202551","repostId":"2225559424","repostType":2,"repost":{"id":"2225559424","kind":"news","pubTimestamp":1649240720,"share":"https://www.laohu8.com/m/news/2225559424?lang=&edition=full","pubTime":"2022-04-06 18:25","market":"us","language":"zh","title":"网传蔚来员工用公司服务器挖矿被通报","url":"https://stock-news.laohu8.com/highlight/detail?id=2225559424","media":"鞭牛士","summary":"鞭牛士 4月6日消息，据财经博主“比特肥”发布消息，蔚来汽车员工张某使用公司服务器资源挖虚拟货币。此人原担任某集群服务器管理员，利用职务便利挖虚拟货币，在调查中，张某对于自己的违规行为供认不讳。","content":"<html><body><article><p>鞭牛士 4月6日消息，据财经博主“比特肥”发布消息，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车员工张某使用公司服务器资源挖虚拟货币。此人原担任某集群服务器管理员，利用职务便利挖虚拟货币，在调查中，张某对于自己的违规行为供认不讳。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14712147474/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14712147475/0\"/></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>网传蔚来员工用公司服务器挖矿被通报</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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网传蔚来员工用公司服务器挖矿被通报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 18:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202204061827597c896351&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鞭牛士 4月6日消息，据财经博主“比特肥”发布消息，蔚来汽车员工张某使用公司服务器资源挖虚拟货币。此人原担任某集群服务器管理员，利用职务便利挖虚拟货币，在调查中，张某对于自己的违规行为供认不讳。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202204061827597c896351&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK4574":"无人驾驶","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4555":"新能源车","BK1119":"汽车制造商","BK4504":"桥水持仓","NIO":"蔚来","BK4509":"腾讯概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202204061827597c896351&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2225559424","content_text":"鞭牛士 4月6日消息，据财经博主“比特肥”发布消息，蔚来汽车员工张某使用公司服务器资源挖虚拟货币。此人原担任某集群服务器管理员，利用职务便利挖虚拟货币，在调查中，张某对于自己的违规行为供认不讳。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619114667,"gmtCreate":1649086955630,"gmtModify":1649086955630,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"疫情如此严重，战火纷飞，交易显然应该回落。","listText":"疫情如此严重，战火纷飞，交易显然应该回落。","text":"疫情如此严重，战火纷飞，交易显然应该回落。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619114667","repostId":"619118636","repostType":1,"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634289898,"gmtCreate":1647511547274,"gmtModify":1647511547274,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"那就从40做空","listText":"那就从40做空","text":"那就从40做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634289898","repostId":"1116449735","repostType":2,"repost":{"id":"1116449735","kind":"news","pubTimestamp":1647483924,"share":"https://www.laohu8.com/m/news/1116449735?lang=&edition=full","pubTime":"2022-03-17 10:25","market":"us","language":"en","title":"The Rapid Rise and Stunning Fall of Rivian Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1116449735","media":"investorplace","summary":"The last time I wrote about Rivian Automotive (NASDAQ:RIVN) stock was in late November. Boy, have ti","content":"<html><head></head><body><p>The last time I wrote about Rivian Automotive (NASDAQ:RIVN) stock was in late November. Boy, have time changed. My look at Rivian came about three weeks after the stock went public in what was the largest initial public offering (IPO for a U.S. company since Facebook, now known as Meta Platforms (NASDAQ:FB)</p><p>The gist of that article? Don’t buy RIVN stock, I said. It’s wildly overpriced and was already starting to drop from its post-IPO high of nearly $180.</p><p>While I was bearish on Rivian, I wish I could take credit for knowing what would happen next — supply chain woes, production issues and the absolute hammering tech stocks and electric vehicles companies took in the first quarter of 2022.</p><p>Now $120 a share’s a distant memory for RIVN stock. So is that IPO price of $78. At this writing, Rivian is trading for about $40 per share and analysts are jumping ship left and right.</p><p>“Since its IPO in late 2021 the Rivian story has been a bad episode out of The Twilight Zone for the Street … To say the Rivian story has been disappointing to us (and the Street) so far would be an understatement,” Wedbush analyst Dan Ives wrote in a research note.</p><h2>Rivian Stock at a Glance</h2><p>Rivian got a lot of early attention because of its relationship with Amazon (NASDAQ:AMZN). The online retail juggernaut has a 18% stake in the company and has already ordered 100,000 Rivian electric delivery vans for its fleet. Ford (NYSE:F) also is a major backer, owning about 12%.</p><p>Its flagship product is the RT1 pickup truck. With a starting cost of $67,500, the RT1 has an estimated range of 314 miles. Rivian says it can tow up to 11,000 pounds and accelerate from zero to 60 miles per hour in three seconds.</p><p>The company had backlog of 55,400 pre-orders before its IPO. Its factory in Illinois was said to be able to produce as many as 150,000 vehicles per year, so capacity didn’t seem to be a problem.</p><p>But it was, as we all learned.</p><p>Rivian issued its fourth-quarter earnings report on March 10. Revenue of $54 million was less than the $63.99 million that analysts expected. The company also disclosed it lost $2.4 billion, or $2.43 per share, in the quarter. That’s greater than the loss of $2.05 that analysts predicted.</p><p>Rivian blamed the problems on production issues, including a 10-day shutdown of its plant to “fine-tune our production lines,” as well as the Covid-19 omicron variant and severe weather in Illinois.</p><p>But while production lines are back up, the spring is blooming and omicron cases plummet, Rivian says its production problems will carry on throughout 2022.</p><p>In 2021, Rivian produced 1,015 of its electric vehicles and delivered 920. And as of March 8, the company produced only 1,410 vehicles so far in 2022. That’s not much of an increase.</p><p>Rivian says it will produce between 20,000 and 25,000 EVs this year — much less than the 40,000 that some experts anticipated. And even if it’s going to hit 20,000, it needs to crank up production more than it is today.</p><p>It’s no wonder why analysts are looking for cover.</p><h2>Analyst Sentiment Tanks, Just Like the Stock Price</h2><p>It’s been a bad month if you’re in charge of the Rivian press clippings. You won’t find a lot of positive ones. For instance:</p><p>RBC Capital analyst Joseph Spak lowered his firm’s price target from $116 to $100.</p><p>Ives, author of The Twilight Zone research note, dropped his price target from $130 to $60.</p><p>Baird analyst George Gianarikas dropped his price target from $100 to $84.</p><p>Mizuho analyst Vijay Rakesh dropped his price target for RIVN stock from $145 to $100.</p><p>Barclays analyst Brian Johnson dropped his price target from $47 to $42.</p><p>Wolfe Research analyst Rod Lache dropped his price target from $130 to $78.</p><p>If you ask me, some of those price targets are still way too high.</p><h2>The Bottom Line</h2><p>I like bottom-fishing for broken stock as much as the next guy. I made a killing in the early days of the pandemic by buying up Delta Air Lines (NYSE:DAL) and Royal Caribbean Cruises (NYSE:RCL). But I wouldn’t touch RIVN stock right now.</p><p>The difference? Delta and Royal Caribbean were (and are) established businesses in mature industries. They already had a track record of success. They had a built-in customer base that would line up to fly and cruise again when the pandemic was over.</p><p>Rivian doesn’t have any of that. It’s just a victim of bad luck, bad timing and perhaps a bad business plan.</p><p>Whichever it is, at the end of the day RIVN stock isn’t worth your dollars now.</p></body></html>","source":"lsy1606302653667","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>The Rapid Rise and Stunning Fall of Rivian Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Rapid Rise and Stunning Fall of Rivian Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/the-rapid-rise-and-stunning-fall-of-rivn-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The last time I wrote about Rivian Automotive (NASDAQ:RIVN) stock was in late November. Boy, have time changed. My look at Rivian came about three weeks after the stock went public in what was the ...</p>\n\n<a href=\"https://investorplace.com/2022/03/the-rapid-rise-and-stunning-fall-of-rivn-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/2022/03/the-rapid-rise-and-stunning-fall-of-rivn-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116449735","content_text":"The last time I wrote about Rivian Automotive (NASDAQ:RIVN) stock was in late November. Boy, have time changed. My look at Rivian came about three weeks after the stock went public in what was the largest initial public offering (IPO for a U.S. company since Facebook, now known as Meta Platforms (NASDAQ:FB)The gist of that article? Don’t buy RIVN stock, I said. It’s wildly overpriced and was already starting to drop from its post-IPO high of nearly $180.While I was bearish on Rivian, I wish I could take credit for knowing what would happen next — supply chain woes, production issues and the absolute hammering tech stocks and electric vehicles companies took in the first quarter of 2022.Now $120 a share’s a distant memory for RIVN stock. So is that IPO price of $78. At this writing, Rivian is trading for about $40 per share and analysts are jumping ship left and right.“Since its IPO in late 2021 the Rivian story has been a bad episode out of The Twilight Zone for the Street … To say the Rivian story has been disappointing to us (and the Street) so far would be an understatement,” Wedbush analyst Dan Ives wrote in a research note.Rivian Stock at a GlanceRivian got a lot of early attention because of its relationship with Amazon (NASDAQ:AMZN). The online retail juggernaut has a 18% stake in the company and has already ordered 100,000 Rivian electric delivery vans for its fleet. Ford (NYSE:F) also is a major backer, owning about 12%.Its flagship product is the RT1 pickup truck. With a starting cost of $67,500, the RT1 has an estimated range of 314 miles. Rivian says it can tow up to 11,000 pounds and accelerate from zero to 60 miles per hour in three seconds.The company had backlog of 55,400 pre-orders before its IPO. Its factory in Illinois was said to be able to produce as many as 150,000 vehicles per year, so capacity didn’t seem to be a problem.But it was, as we all learned.Rivian issued its fourth-quarter earnings report on March 10. Revenue of $54 million was less than the $63.99 million that analysts expected. The company also disclosed it lost $2.4 billion, or $2.43 per share, in the quarter. That’s greater than the loss of $2.05 that analysts predicted.Rivian blamed the problems on production issues, including a 10-day shutdown of its plant to “fine-tune our production lines,” as well as the Covid-19 omicron variant and severe weather in Illinois.But while production lines are back up, the spring is blooming and omicron cases plummet, Rivian says its production problems will carry on throughout 2022.In 2021, Rivian produced 1,015 of its electric vehicles and delivered 920. And as of March 8, the company produced only 1,410 vehicles so far in 2022. That’s not much of an increase.Rivian says it will produce between 20,000 and 25,000 EVs this year — much less than the 40,000 that some experts anticipated. And even if it’s going to hit 20,000, it needs to crank up production more than it is today.It’s no wonder why analysts are looking for cover.Analyst Sentiment Tanks, Just Like the Stock PriceIt’s been a bad month if you’re in charge of the Rivian press clippings. You won’t find a lot of positive ones. For instance:RBC Capital analyst Joseph Spak lowered his firm’s price target from $116 to $100.Ives, author of The Twilight Zone research note, dropped his price target from $130 to $60.Baird analyst George Gianarikas dropped his price target from $100 to $84.Mizuho analyst Vijay Rakesh dropped his price target for RIVN stock from $145 to $100.Barclays analyst Brian Johnson dropped his price target from $47 to $42.Wolfe Research analyst Rod Lache dropped his price target from $130 to $78.If you ask me, some of those price targets are still way too high.The Bottom LineI like bottom-fishing for broken stock as much as the next guy. I made a killing in the early days of the pandemic by buying up Delta Air Lines (NYSE:DAL) and Royal Caribbean Cruises (NYSE:RCL). But I wouldn’t touch RIVN stock right now.The difference? Delta and Royal Caribbean were (and are) established businesses in mature industries. They already had a track record of success. They had a built-in customer base that would line up to fly and cruise again when the pandemic was over.Rivian doesn’t have any of that. It’s just a victim of bad luck, bad timing and perhaps a bad business plan.Whichever it is, at the end of the day RIVN stock isn’t worth your dollars now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639152874,"gmtCreate":1643211496464,"gmtModify":1643211496464,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>当总趋势跌，当日大盘涨时，盘前涨往往会盘中跌。","listText":"<a 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Inc.(BIRD)$空单卖不出去，是不是借不到了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692088260","isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693845543,"gmtCreate":1640007412709,"gmtModify":1640007412709,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"中肯","listText":"中肯","text":"中肯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693845543","repostId":"1194904360","repostType":4,"isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693883547,"gmtCreate":1640000653135,"gmtModify":1640000653135,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>304以上，怎么这么多票？","text":"$比亚迪股份(01211)$304以上，怎么这么多票？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878569882","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826242337,"gmtCreate":1634029784623,"gmtModify":1634029784623,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>白天港股下跌，当日晚上美股可以大涨吗？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>白天港股下跌，当日晚上美股可以大涨吗？","text":"$阿里巴巴(BABA)$白天港股下跌，当日晚上美股可以大涨吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826242337","isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821383581,"gmtCreate":1633698784883,"gmtModify":1633698784883,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"跑国外去挖矿公司，不受影响吧","listText":"跑国外去挖矿公司，不受影响吧","text":"跑国外去挖矿公司，不受影响吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821383581","repostId":"1168827544","repostType":4,"repost":{"id":"1168827544","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":1633697365,"share":"https://www.laohu8.com/m/news/1168827544?lang=&edition=full","pubTime":"2021-10-08 20:49","market":"other","language":"zh","title":"虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备","url":"https://stock-news.laohu8.com/highlight/detail?id=1168827544","media":"老虎资讯综合","summary":"10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。","content":"<p>10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。<img src=\"https://static.tigerbbs.com/49d3abfd6734749fed45aa34ad40cd79\" tg-width=\"1466\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备</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 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20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。<img src=\"https://static.tigerbbs.com/49d3abfd6734749fed45aa34ad40cd79\" tg-width=\"1466\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168827544","content_text":"10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829543974,"gmtCreate":1633529475975,"gmtModify":1633529475975,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"包括矿机企业吗","listText":"包括矿机企业吗","text":"包括矿机企业吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829543974","repostId":"2171304600","repostType":2,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866837129,"gmtCreate":1632752302861,"gmtModify":1632752302861,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"给了9.6买进嘉楠的股民信心","listText":"给了9.6买进嘉楠的股民信心","text":"给了9.6买进嘉楠的股民信心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866837129","repostId":"2170640640","repostType":2,"repost":{"id":"2170640640","kind":"highlight","weMediaInfo":{"introduction":"我们不推荐股票，我们只是财富的情报员。【美港股】每日收评/新股聚焦/热股视点/财报研读/周报前瞻，独家解密大V情报尽收囊中！","home_visible":1,"media_name":"美港股观察社","id":"1055988462","head_image":"https://static.tigerbbs.com/ff3ab350389b4f17afb81b016ba802bb"},"pubTimestamp":1632739200,"share":"https://www.laohu8.com/m/news/2170640640?lang=&edition=full","pubTime":"2021-09-27 18:40","market":"hk","language":"zh","title":"恐慌情绪给你变态低估的机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2170640640","media":"美港股观察社","summary":"而且，因为比特币一季度大涨，二季度当时很多国内矿工进了不少新机器。也就是说，预计嘉楠科技三季度的总营收介于11.88亿元到14.04亿元之间，同比增速在629%到761%范围之间。如此高的增速，可见二手矿机并没有影响嘉楠科技的增长。要知道，这么低的估值水平，是在2020年比特币牛市之前的水平。当然，有些投资者可能还担心，比特币暴跌会影响嘉楠科技股价。但是如果比特币暴涨，嘉楠科技将可能出现成倍的上涨空间。","content":"<html><body><div>\n<p><span><a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>现在的估值真是完全不合理。</span></p><p><span>说矿机公司的股价受到比特币影响吧，比特币虽然从6万刀回调下来，至今未收复，不过今年以来依然上涨超过50%，但是嘉楠科技却只上涨了3%。</span></p><p><span>说受到业绩影响吧，嘉楠科技二季度收入10.8亿元，同比增长507.3%。净利润更是创下上市以来新高，达到2.45亿元。业绩大幅增长，股价却一路下探。</span></p><p><img src=\"https://static.tigerbbs.com/813ccf1df1524c18b61d5f0a20388952\"/></p><p><span>来源：嘉楠科技2021二季报</span></p><p><span>说受到未来预期矿机需求影响吧，这点确实需要斟酌一下。在6月中下旬，国内对区块链挖矿一刀切，进行全面清退。以往，中国比特币矿工控制着66%的算力，在矿工清退潮的时候，比特币网络算力大幅下降。哈希率从180E+最低下跌到接近60E，不过可以看到，从7月中下旬开始，算力开始重新增加回来了，现在哈希率大概130E。</span></p><p><img src=\"https://static.tigerbbs.com/d65c5406f74c4608975c9022f4a593e8\"/></p><p><span>来源：Glassnode</span></p><p><span>网络算力增加，意味着矿工又重新开机挖矿了。除了算力，还有另一个指标也指向这个结论，那就是挖矿难度。比特币大概每10分钟出现一个区块，算力过多的时候，可能会导致区块出现的时间缩短。为了维持这个节奏，当网络总体算力提高的时候，挖矿难度也会调高。</span></p><p><span>从图中可以看到，挖矿难度也是在7月中下旬开始提升。</span></p><p><img src=\"https://static.tigerbbs.com/2e38c5e5e6b7446bb61b5b2629030ba3\"/></p><p><span>来源：Glassnode</span></p><p><span>这两个指标都说明，比特币矿工又回来了。当然，他们不太可能在国内继续挖，因为国内已经严打了。很多有实力的矿工开始出海，将挖矿事业进行到底。</span></p><p><span>当然，肯定也有人说，国内清退比特币挖矿时，留下了很多二手矿机。即使海外重新部署的时候，也不一定买新机器。而且，因为比特币一季度大涨，二季度当时很多国内矿工进了不少新机器。在被清退时，虽然这些机器都是二手的，不过才用不到一季度，还是挺新的。</span></p><p><span>不过这并不影响嘉楠科技的增长，在二季报中，嘉楠科技给出2021年三季度的财务指引，预计三季度将环比增长10%~30%。也就是说，预计嘉楠科技三季度的总营收介于11.88亿元到14.04亿元之间，同比增速在629%到761%范围之间。如此高的增速，可见二手矿机并没有影响嘉楠科技的增长。</span></p><p><span>我们可以估算出2021年的总收入，三季度营收取13亿元，四季度只增长10%至14.3亿元的话，全年的营收达到42亿元，按6.5汇率计算的话，就是6.5亿美元。按现在的市值计算，动态PS为1.61倍。</span></p><p><span>对比历史PS水平，巧了，20%的分位水平的PS是1.61倍。要知道，这么低的估值水平，是在2020年比特币牛市之前的水平。</span></p><p><img src=\"https://static.tigerbbs.com/812dba002adf4ec8bfacaa8eae5f3f61\"/></p><p><span>来源：理杏仁</span></p><p><span>现在币圈的活跃度明显高于当时，Defi的体量越来越大，锁仓了超过1000亿美元，甚至已经超过了6月7月暴跌前的高点。</span></p><p><img src=\"https://static.tigerbbs.com/454fc75349074487bf449d8068ad78d7\"/></p><p><span>来源：Tokenview</span></p><p><span>并且，比特币挖矿的算力长期来看总是不断提高的，说明对矿机的需求是持续增长的，矿机生意还是一个增量市场。</span></p><p><img src=\"https://static.tigerbbs.com/67a6362f50c64bb89d5dd95994bcf91d\"/></p><p><span>来源：Glassnode</span></p><p><span>除了矿机业务之外，嘉楠科技还下场自己玩，在6月底在哈萨克斯坦开启挖矿业务。在二季报中可能看到，挖矿业务已经开始贡献收入，虽然在二季度挖矿收入体量很小，但是三季度将会有相当程度的贡献。因为，仅仅6月底几天，就产生65.5万元收入。</span></p><p><img src=\"https://static.tigerbbs.com/af3603aa992147e5910156ccfbeee3aa\"/></p><p><span>来源：嘉楠科技官微</span></p><p><span>嘉楠科技用自己的机器做自营挖矿，产生的成本优势是其他竞争对手没有的。而且，涉足挖矿也是可以增加公司业绩对比特币价格的弹性，平滑矿业业务的周期。</span></p><p><span>当然，有些投资者可能还担心，比特币暴跌会影响嘉楠科技股价。不过反过来想，比特币存在暴跌可能也就存在暴涨可能。嘉楠科技的估值已经跌到历史低位水平了，再跌空间也有限。但是如果比特币暴涨，嘉楠科技将可能出现成倍的上涨空间。百分之几十的下跌风险，换几倍的上涨空间，这简直太划算了。</span></p><p><img src=\"https://static.tigerbbs.com/e3ec712bbdbe4532821ec16390a6205c\"/></p>\n</div></body></html>","source":"weixin_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>恐慌情绪给你变态低估的机会</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恐慌情绪给你变态低估的机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055988462\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ff3ab350389b4f17afb81b016ba802bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美港股观察社 </p>\n<p class=\"h-time\">2021-09-27 18:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><span><a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>现在的估值真是完全不合理。</span></p><p><span>说矿机公司的股价受到比特币影响吧，比特币虽然从6万刀回调下来，至今未收复，不过今年以来依然上涨超过50%，但是嘉楠科技却只上涨了3%。</span></p><p><span>说受到业绩影响吧，嘉楠科技二季度收入10.8亿元，同比增长507.3%。净利润更是创下上市以来新高，达到2.45亿元。业绩大幅增长，股价却一路下探。</span></p><p><img src=\"https://static.tigerbbs.com/813ccf1df1524c18b61d5f0a20388952\"/></p><p><span>来源：嘉楠科技2021二季报</span></p><p><span>说受到未来预期矿机需求影响吧，这点确实需要斟酌一下。在6月中下旬，国内对区块链挖矿一刀切，进行全面清退。以往，中国比特币矿工控制着66%的算力，在矿工清退潮的时候，比特币网络算力大幅下降。哈希率从180E+最低下跌到接近60E，不过可以看到，从7月中下旬开始，算力开始重新增加回来了，现在哈希率大概130E。</span></p><p><img src=\"https://static.tigerbbs.com/d65c5406f74c4608975c9022f4a593e8\"/></p><p><span>来源：Glassnode</span></p><p><span>网络算力增加，意味着矿工又重新开机挖矿了。除了算力，还有另一个指标也指向这个结论，那就是挖矿难度。比特币大概每10分钟出现一个区块，算力过多的时候，可能会导致区块出现的时间缩短。为了维持这个节奏，当网络总体算力提高的时候，挖矿难度也会调高。</span></p><p><span>从图中可以看到，挖矿难度也是在7月中下旬开始提升。</span></p><p><img src=\"https://static.tigerbbs.com/2e38c5e5e6b7446bb61b5b2629030ba3\"/></p><p><span>来源：Glassnode</span></p><p><span>这两个指标都说明，比特币矿工又回来了。当然，他们不太可能在国内继续挖，因为国内已经严打了。很多有实力的矿工开始出海，将挖矿事业进行到底。</span></p><p><span>当然，肯定也有人说，国内清退比特币挖矿时，留下了很多二手矿机。即使海外重新部署的时候，也不一定买新机器。而且，因为比特币一季度大涨，二季度当时很多国内矿工进了不少新机器。在被清退时，虽然这些机器都是二手的，不过才用不到一季度，还是挺新的。</span></p><p><span>不过这并不影响嘉楠科技的增长，在二季报中，嘉楠科技给出2021年三季度的财务指引，预计三季度将环比增长10%~30%。也就是说，预计嘉楠科技三季度的总营收介于11.88亿元到14.04亿元之间，同比增速在629%到761%范围之间。如此高的增速，可见二手矿机并没有影响嘉楠科技的增长。</span></p><p><span>我们可以估算出2021年的总收入，三季度营收取13亿元，四季度只增长10%至14.3亿元的话，全年的营收达到42亿元，按6.5汇率计算的话，就是6.5亿美元。按现在的市值计算，动态PS为1.61倍。</span></p><p><span>对比历史PS水平，巧了，20%的分位水平的PS是1.61倍。要知道，这么低的估值水平，是在2020年比特币牛市之前的水平。</span></p><p><img src=\"https://static.tigerbbs.com/812dba002adf4ec8bfacaa8eae5f3f61\"/></p><p><span>来源：理杏仁</span></p><p><span>现在币圈的活跃度明显高于当时，Defi的体量越来越大，锁仓了超过1000亿美元，甚至已经超过了6月7月暴跌前的高点。</span></p><p><img src=\"https://static.tigerbbs.com/454fc75349074487bf449d8068ad78d7\"/></p><p><span>来源：Tokenview</span></p><p><span>并且，比特币挖矿的算力长期来看总是不断提高的，说明对矿机的需求是持续增长的，矿机生意还是一个增量市场。</span></p><p><img src=\"https://static.tigerbbs.com/67a6362f50c64bb89d5dd95994bcf91d\"/></p><p><span>来源：Glassnode</span></p><p><span>除了矿机业务之外，嘉楠科技还下场自己玩，在6月底在哈萨克斯坦开启挖矿业务。在二季报中可能看到，挖矿业务已经开始贡献收入，虽然在二季度挖矿收入体量很小，但是三季度将会有相当程度的贡献。因为，仅仅6月底几天，就产生65.5万元收入。</span></p><p><img src=\"https://static.tigerbbs.com/af3603aa992147e5910156ccfbeee3aa\"/></p><p><span>来源：嘉楠科技官微</span></p><p><span>嘉楠科技用自己的机器做自营挖矿，产生的成本优势是其他竞争对手没有的。而且，涉足挖矿也是可以增加公司业绩对比特币价格的弹性，平滑矿业业务的周期。</span></p><p><span>当然，有些投资者可能还担心，比特币暴跌会影响嘉楠科技股价。不过反过来想，比特币存在暴跌可能也就存在暴涨可能。嘉楠科技的估值已经跌到历史低位水平了，再跌空间也有限。但是如果比特币暴涨，嘉楠科技将可能出现成倍的上涨空间。百分之几十的下跌风险，换几倍的上涨空间，这简直太划算了。</span></p><p><img src=\"https://static.tigerbbs.com/e3ec712bbdbe4532821ec16390a6205c\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzIyMzExMTgyMA==&mid=2648522457&idx=1&sn=43ceb2821f93337c50b0d9b643d7c9a1&chksm=f00aa13ac77d282cbc556953ed8f47a697cd6c456287b839378412cc96f7ac2a1f298058a5e0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2170640640","content_text":"嘉楠科技现在的估值真是完全不合理。说矿机公司的股价受到比特币影响吧，比特币虽然从6万刀回调下来，至今未收复，不过今年以来依然上涨超过50%，但是嘉楠科技却只上涨了3%。说受到业绩影响吧，嘉楠科技二季度收入10.8亿元，同比增长507.3%。净利润更是创下上市以来新高，达到2.45亿元。业绩大幅增长，股价却一路下探。来源：嘉楠科技2021二季报说受到未来预期矿机需求影响吧，这点确实需要斟酌一下。在6月中下旬，国内对区块链挖矿一刀切，进行全面清退。以往，中国比特币矿工控制着66%的算力，在矿工清退潮的时候，比特币网络算力大幅下降。哈希率从180E+最低下跌到接近60E，不过可以看到，从7月中下旬开始，算力开始重新增加回来了，现在哈希率大概130E。来源：Glassnode网络算力增加，意味着矿工又重新开机挖矿了。除了算力，还有另一个指标也指向这个结论，那就是挖矿难度。比特币大概每10分钟出现一个区块，算力过多的时候，可能会导致区块出现的时间缩短。为了维持这个节奏，当网络总体算力提高的时候，挖矿难度也会调高。从图中可以看到，挖矿难度也是在7月中下旬开始提升。来源：Glassnode这两个指标都说明，比特币矿工又回来了。当然，他们不太可能在国内继续挖，因为国内已经严打了。很多有实力的矿工开始出海，将挖矿事业进行到底。当然，肯定也有人说，国内清退比特币挖矿时，留下了很多二手矿机。即使海外重新部署的时候，也不一定买新机器。而且，因为比特币一季度大涨，二季度当时很多国内矿工进了不少新机器。在被清退时，虽然这些机器都是二手的，不过才用不到一季度，还是挺新的。不过这并不影响嘉楠科技的增长，在二季报中，嘉楠科技给出2021年三季度的财务指引，预计三季度将环比增长10%~30%。也就是说，预计嘉楠科技三季度的总营收介于11.88亿元到14.04亿元之间，同比增速在629%到761%范围之间。如此高的增速，可见二手矿机并没有影响嘉楠科技的增长。我们可以估算出2021年的总收入，三季度营收取13亿元，四季度只增长10%至14.3亿元的话，全年的营收达到42亿元，按6.5汇率计算的话，就是6.5亿美元。按现在的市值计算，动态PS为1.61倍。对比历史PS水平，巧了，20%的分位水平的PS是1.61倍。要知道，这么低的估值水平，是在2020年比特币牛市之前的水平。来源：理杏仁现在币圈的活跃度明显高于当时，Defi的体量越来越大，锁仓了超过1000亿美元，甚至已经超过了6月7月暴跌前的高点。来源：Tokenview并且，比特币挖矿的算力长期来看总是不断提高的，说明对矿机的需求是持续增长的，矿机生意还是一个增量市场。来源：Glassnode除了矿机业务之外，嘉楠科技还下场自己玩，在6月底在哈萨克斯坦开启挖矿业务。在二季报中可能看到，挖矿业务已经开始贡献收入，虽然在二季度挖矿收入体量很小，但是三季度将会有相当程度的贡献。因为，仅仅6月底几天，就产生65.5万元收入。来源：嘉楠科技官微嘉楠科技用自己的机器做自营挖矿，产生的成本优势是其他竞争对手没有的。而且，涉足挖矿也是可以增加公司业绩对比特币价格的弹性，平滑矿业业务的周期。当然，有些投资者可能还担心，比特币暴跌会影响嘉楠科技股价。不过反过来想，比特币存在暴跌可能也就存在暴涨可能。嘉楠科技的估值已经跌到历史低位水平了，再跌空间也有限。但是如果比特币暴涨，嘉楠科技将可能出现成倍的上涨空间。百分之几十的下跌风险，换几倍的上涨空间，这简直太划算了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861202176,"gmtCreate":1632495639595,"gmtModify":1632495639595,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>前一周还是持平，今天就跌到了36%。啥情况？","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>前一周还是持平，今天就跌到了36%。啥情况？","text":"$嘉楠科技(CAN)$前一周还是持平，今天就跌到了36%。啥情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/861202176","isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869936777,"gmtCreate":1632233992699,"gmtModify":1632233992699,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"利好吗","listText":"利好吗","text":"利好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869936777","repostId":"2169682503","repostType":2,"repost":{"id":"2169682503","kind":"highlight","pubTimestamp":1632187066,"share":"https://www.laohu8.com/m/news/2169682503?lang=&edition=full","pubTime":"2021-09-21 09:17","market":"hk","language":"zh","title":"嘉楠科技(CAN.US)宣布至多2000万美元股票回购计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2169682503","media":"智通财经网","summary":"公司计划从现有现金余额中为回购提供资金。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>(CAN.US)于9月20日宣布，其董事会已批准一项股票回购计划，根据该计划，公司可在2021年9月20日起的未来12个月内回购至多2000万美元的ADS(每股ADS代表  15 股 A 类普通股)和/或A类普通股。公司计划从现有现金余额中为回购提供资金。</p> </div></body></html>","source":"highlight_zhitongcaijin","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>嘉楠科技(CAN.US)宣布至多2000万美元股票回购计划</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嘉楠科技(CAN.US)宣布至多2000万美元股票回购计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 09:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/563061.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，嘉楠科技(CAN.US)于9月20日宣布，其董事会已批准一项股票回购计划，根据该计划，公司可在2021年9月20日起的未来12个月内回购至多2000万美元的ADS(每股ADS代表  15 股 A 类普通股)和/或A类普通股。公司计划从现有现金余额中为回购提供资金。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/563061.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/source/image/77911.jpg?x-oss-process=image/format,jpg/quality,Q_100/resize,h_300","relate_stocks":{"CAN":"嘉楠科技"},"source_url":"http://www.zhitongcaijing.com/content/detail/563061.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2169682503","content_text":"智通财经APP获悉，嘉楠科技(CAN.US)于9月20日宣布，其董事会已批准一项股票回购计划，根据该计划，公司可在2021年9月20日起的未来12个月内回购至多2000万美元的ADS(每股ADS代表  15 股 A 类普通股)和/或A类普通股。公司计划从现有现金余额中为回购提供资金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869931200,"gmtCreate":1632233851700,"gmtModify":1632233851700,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"为什么财报一出，就一直跌","listText":"为什么财报一出，就一直跌","text":"为什么财报一出，就一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869931200","repostId":"1144889232","repostType":2,"repost":{"id":"1144889232","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":1631260371,"share":"https://www.laohu8.com/m/news/1144889232?lang=&edition=full","pubTime":"2021-09-10 15:52","market":"us","language":"zh","title":"老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外","url":"https://stock-news.laohu8.com/highlight/detail?id=1144889232","media":"老虎资讯综合","summary":"美东时间9月10日盘前，老虎证券 公布了截至2021年6月30日的第二季度未经审计财报。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。\n截至二季度末，老虎证券全球开户客户数新增24.","content":"<p>美东时间9月10日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了<a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">截至2021年6月30日的第二季度未经审计财报</a>。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。</p>\n<p>截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。</p>\n<p>高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。</p>\n<p>老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”</p>\n<p><b>Q2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和</b></p>\n<p>第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。</p>\n<p>报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。</p>\n<p>打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。&nbsp;</p>\n<p>财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。</p>\n<p>技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。</p>\n<p>财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。</p>\n<p><b>超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑</b></p>\n<p>&nbsp;老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。</p>\n<p>在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。</p>\n<p>凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。</p>\n<p><b>ESOP服务延伸至A股 上半年签约客户已超去年全年</b></p>\n<p>&nbsp;二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。</p>\n<p>就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。</p>\n<p>&nbsp;值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。</p>\n<p>同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。</p>\n<p>投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP&nbsp;Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。</p>\n<p>增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。</p>\n<p>此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。</p>\n<p><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">财报原文链接</a></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>老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外</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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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老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外\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\">2021-09-10 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间9月10日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了<a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">截至2021年6月30日的第二季度未经审计财报</a>。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。</p>\n<p>截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。</p>\n<p>高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。</p>\n<p>老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”</p>\n<p><b>Q2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和</b></p>\n<p>第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。</p>\n<p>报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。</p>\n<p>打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。&nbsp;</p>\n<p>财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。</p>\n<p>技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。</p>\n<p>财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。</p>\n<p><b>超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑</b></p>\n<p>&nbsp;老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。</p>\n<p>在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。</p>\n<p>凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。</p>\n<p><b>ESOP服务延伸至A股 上半年签约客户已超去年全年</b></p>\n<p>&nbsp;二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。</p>\n<p>就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。</p>\n<p>&nbsp;值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。</p>\n<p>同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。</p>\n<p>投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP&nbsp;Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。</p>\n<p>增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。</p>\n<p>此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。</p>\n<p><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">财报原文链接</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96067be5b24af13171d17d71b4e2f22e","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144889232","content_text":"美东时间9月10日盘前，老虎证券 公布了截至2021年6月30日的第二季度未经审计财报。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。\n截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。\n高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。\n老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”\nQ2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和\n第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。\n报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。\n打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。 \n财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。\n技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。\n财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。\n超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑\n 老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。\n在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。\n凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。\nESOP服务延伸至A股 上半年签约客户已超去年全年\n 二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。\n就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。\n 值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。\n同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。\n投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。\n增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。\n此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。\n财报原文链接","news_type":1},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":973638874,"gmtCreate":1598529469498,"gmtModify":1704219307967,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>中国人绝不做空中概股！———二战期间，美国人支持国家，人人秉持绝不做空美国的理念。","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>中国人绝不做空中概股！———二战期间，美国人支持国家，人人秉持绝不做空美国的理念。","text":"$跟谁学(GSX)$中国人绝不做空中概股！———二战期间，美国人支持国家，人人秉持绝不做空美国的理念。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/973638874","isVote":1,"tweetType":1,"viewCount":2833,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438194984818691","authorId":"3438194984818691","name":"郁金香空头","avatar":"https://static.tigerbbs.com/14a9af1409dbbba510e7b8f9da6a492f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3438194984818691","authorIdStr":"3438194984818691"},"content":"这又是个刷屏号，托儿，看看之前发的东西就知道了。","text":"这又是个刷屏号，托儿，看看之前发的东西就知道了。","html":"这又是个刷屏号，托儿，看看之前发的东西就知道了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338703597,"gmtCreate":1609953513719,"gmtModify":1703741661599,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>不成熟的看法:GSX会不会像一只睡醒的老虎，不断上窜，重振威武？1.根据零星的关于创始人的新闻报道，相关人士对GSX创始人的评价，以及他本人的心路历程，创始人应该是踏实可靠的人；2.根据近期资本对在线教育的热衷，在线教育应该是好赛道，而且跟谁学应该走在了前列；3.根据陈之前说过的，一心做好教育，跟谁学的教育事业不会因为股价的跌涨发生波动，外加二季度烧钱宣传推广，相信最近财报应该不错；4.个别造假中概经不起调查自曝咱造假，而经历半年多的被调查，SEC至今未披露跟谁学关于财务造假的信息，做空机构的做空报告内容应该是无中生有，或者GSX应该基本没有重大过失；5. 根据炒股的纯在外的技术数据，近期几乎没有资本介入跟谁学的炒作，股价一路下跌应该是韭菜们互割。不成熟的观点:好赛道的领头股GSX，在休养生息中踏实做好教育的慢功夫，时机成熟之时，股价会不会像一支睡醒的猛虎，不断往上窜","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>不成熟的看法:GSX会不会像一只睡醒的老虎，不断上窜，重振威武？1.根据零星的关于创始人的新闻报道，相关人士对GSX创始人的评价，以及他本人的心路历程，创始人应该是踏实可靠的人；2.根据近期资本对在线教育的热衷，在线教育应该是好赛道，而且跟谁学应该走在了前列；3.根据陈之前说过的，一心做好教育，跟谁学的教育事业不会因为股价的跌涨发生波动，外加二季度烧钱宣传推广，相信最近财报应该不错；4.个别造假中概经不起调查自曝咱造假，而经历半年多的被调查，SEC至今未披露跟谁学关于财务造假的信息，做空机构的做空报告内容应该是无中生有，或者GSX应该基本没有重大过失；5. 根据炒股的纯在外的技术数据，近期几乎没有资本介入跟谁学的炒作，股价一路下跌应该是韭菜们互割。不成熟的观点:好赛道的领头股GSX，在休养生息中踏实做好教育的慢功夫，时机成熟之时，股价会不会像一支睡醒的猛虎，不断往上窜","text":"$跟谁学(GSX)$不成熟的看法:GSX会不会像一只睡醒的老虎，不断上窜，重振威武？1.根据零星的关于创始人的新闻报道，相关人士对GSX创始人的评价，以及他本人的心路历程，创始人应该是踏实可靠的人；2.根据近期资本对在线教育的热衷，在线教育应该是好赛道，而且跟谁学应该走在了前列；3.根据陈之前说过的，一心做好教育，跟谁学的教育事业不会因为股价的跌涨发生波动，外加二季度烧钱宣传推广，相信最近财报应该不错；4.个别造假中概经不起调查自曝咱造假，而经历半年多的被调查，SEC至今未披露跟谁学关于财务造假的信息，做空机构的做空报告内容应该是无中生有，或者GSX应该基本没有重大过失；5. 根据炒股的纯在外的技术数据，近期几乎没有资本介入跟谁学的炒作，股价一路下跌应该是韭菜们互割。不成熟的观点:好赛道的领头股GSX，在休养生息中踏实做好教育的慢功夫，时机成熟之时，股价会不会像一支睡醒的猛虎，不断往上窜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/338703597","isVote":1,"tweetType":1,"viewCount":6893,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571731837549387","authorId":"3571731837549387","name":"美股做空报告发布","avatar":"https://static.tigerbbs.com/58dd10d40db529d0e5f7fa07ae984423","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571731837549387","authorIdStr":"3571731837549387"},"content":"下周变30几，下个月就20左右。","text":"下周变30几，下个月就20左右。","html":"下周变30几，下个月就20左右。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330584088,"gmtCreate":1608648964844,"gmtModify":1703735978565,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>刚看到帖子公布了美国庭审材料，这是哪来的呀，本事真大！即使是美国认为的不重视隐私的中国法庭，也是断然不会在裁判文书生效后公布裁决文案的，何况是美国，而且是证据材料。晕了[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;造谣也太不够专业了吧？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>刚看到帖子公布了美国庭审材料，这是哪来的呀，本事真大！即使是美国认为的不重视隐私的中国法庭，也是断然不会在裁判文书生效后公布裁决文案的，何况是美国，而且是证据材料。晕了[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;造谣也太不够专业了吧？","text":"$跟谁学(GSX)$刚看到帖子公布了美国庭审材料，这是哪来的呀，本事真大！即使是美国认为的不重视隐私的中国法庭，也是断然不会在裁判文书生效后公布裁决文案的，何况是美国，而且是证据材料。晕了[惊讶] [惊讶] [惊讶] 造谣也太不够专业了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":3,"link":"https://laohu8.com/post/330584088","isVote":1,"tweetType":1,"viewCount":5673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534417276788814","authorId":"3534417276788814","name":"狗GOv","avatar":"https://static.tigerbbs.com/af42a8ef8b5cb39c7fbc1d2cf6b8b813","crmLevel":2,"crmLevelSwitch":0,"idStr":"3534417276788814","authorIdStr":"3534417276788814"},"content":"真假无所谓，关键是这股一直跌呀，这是重点","text":"真假无所谓，关键是这股一直跌呀，这是重点","html":"真假无所谓，关键是这股一直跌呀，这是重点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339874194,"gmtCreate":1608823099718,"gmtModify":1703737022851,"author":{"id":"3527226272531901","authorId":"3527226272531901","name":"无常的世界","avatar":"https://static.tigerbbs.com/455ffd1c1b5c89a6f093f352a45cc098","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527226272531901","authorIdStr":"3527226272531901"},"themes":[],"htmlText":"<a 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