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自由的天空1947
2023-06-22
说说你对这篇新闻的看法...
异动 | 特斯拉跌超2%，华尔街对股价分歧巨大；或被溢价收购，Root涨超48%
自由的天空1947
2022-08-30
@哔哩哔哩BILI
e来不及bumibｕ呢 你。
比亚迪ADR大跌，14年来巴菲特首次卖出比亚迪
去老虎APP查看更多动态
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16:50","market":"us","language":"zh","title":"异动 | 特斯拉跌超2%，华尔街对股价分歧巨大；或被溢价收购，Root涨超48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1147247106","media":"老虎资讯综合","summary":"6月22日，美股指期货下跌，道指期货跌0.14%，纳指期货跌0.28%，标普500指数期货跌0.19%。特斯拉盘前跌超2%，目前华尔街对特斯拉股价分歧巨大，目标价从85美元至335美元之间不等。周三，","content":"<html><head></head><body><p>6月22日，美股指期货下跌，道指期货跌0.14%，纳指期货跌0.28%，标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d36a69ff4c73cb181ea530f4ee28b57\" title=\"\" tg-width=\"436\" tg-height=\"198\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%，目前华尔街对特斯拉股价分歧巨大，目标价从85美元至335美元之间不等。周三，<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>分析师表示，特斯拉股价已经涨太快、太多了，在最近的反弹之后，是时候落袋为安了。</p><p>法拉第未来盘前跌超3%，此前法拉第未来计划反向拆股，推迟新车交付时间。</p><p>Applied Optoelectronics盘前涨超12%，该公司与<a href=\"https://laohu8.com/S/MSFT\">微软</a>签订供货协议。</p><p>保险创企Root盘前涨超48%，消息面上，Embedded Insurance提出溢价收购汽车保险创企Root。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动 | 特斯拉跌超2%，华尔街对股价分歧巨大；或被溢价收购，Root涨超48%\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\">2023-06-22 16:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月22日，美股指期货下跌，道指期货跌0.14%，纳指期货跌0.28%，标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d36a69ff4c73cb181ea530f4ee28b57\" title=\"\" tg-width=\"436\" tg-height=\"198\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%，目前华尔街对特斯拉股价分歧巨大，目标价从85美元至335美元之间不等。周三，<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>分析师表示，特斯拉股价已经涨太快、太多了，在最近的反弹之后，是时候落袋为安了。</p><p>法拉第未来盘前跌超3%，此前法拉第未来计划反向拆股，推迟新车交付时间。</p><p>Applied Optoelectronics盘前涨超12%，该公司与<a href=\"https://laohu8.com/S/MSFT\">微软</a>签订供货协议。</p><p>保险创企Root盘前涨超48%，消息面上，Embedded Insurance提出溢价收购汽车保险创企Root。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c29fc7f67e9dd09a64eed15eeb6c8945","relate_stocks":{"TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","ROOT":"Root, Inc.","LU0823411888.USD":"法巴消费创新基金 Cap","LU2063271972.USD":"富兰克林创新领域基金","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147247106","content_text":"6月22日，美股指期货下跌，道指期货跌0.14%，纳指期货跌0.28%，标普500指数期货跌0.19%。特斯拉盘前跌超2%，目前华尔街对特斯拉股价分歧巨大，目标价从85美元至335美元之间不等。周三，巴克莱银行分析师表示，特斯拉股价已经涨太快、太多了，在最近的反弹之后，是时候落袋为安了。法拉第未来盘前跌超3%，此前法拉第未来计划反向拆股，推迟新车交付时间。Applied Optoelectronics盘前涨超12%，该公司与微软签订供货协议。保险创企Root盘前涨超48%，消息面上，Embedded Insurance提出溢价收购汽车保险创企Root。","news_type":1},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660496664,"gmtCreate":1661853800560,"gmtModify":1661855493748,"author":{"id":"3543578951916161","authorId":"3543578951916161","name":"自由的天空1947","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543578951916161","authorIdStr":"3543578951916161"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3570694696330271\">@哔哩哔哩BILI</a>e来不及bumibｕ呢 你。 ","listText":"<a href=\"https://laohu8.com/U/3570694696330271\">@哔哩哔哩BILI</a>e来不及bumibｕ呢 你。 ","text":"@哔哩哔哩BILIe来不及bumibｕ呢 你。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660496664","repostId":"1101605818","repostType":2,"repost":{"id":"1101605818","kind":"news","pubTimestamp":1661867486,"share":"https://www.laohu8.com/m/news/1101605818?lang=&edition=full","pubTime":"2022-08-30 21:51","market":"hk","language":"zh","title":"比亚迪ADR大跌，14年来巴菲特首次卖出比亚迪","url":"https://stock-news.laohu8.com/highlight/detail?id=1101605818","media":"华尔街见闻","summary":"伯克希尔售出133万股比亚迪H股。","content":"<html><head></head><body><blockquote><b>真卖了！</b></blockquote><p></p><p>周二，比亚迪ADR盘初大跌超7%。</p><p><img src=\"https://static.tigerbbs.com/0f94bc8ba6d2e7c49058df51f01dd44f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>8月30日，港交所网站文件显示，伯克希尔哈撒韦在8月24日出售了133万股比亚迪H股，平均出售价格为277.1016港元/股，套现3.69亿港元。本次减持后，巴菲特仍持有2.18亿股，持股比例降至19.92%。</p><p><img src=\"https://static.tigerbbs.com/0bcdeab81a094501905ab3b35bb72df7\" tg-width=\"1024\" tg-height=\"246\" referrerpolicy=\"no-referrer\"/></p><p>众所周知，巴菲特在2008年以每股8港元的价格，在港股认购了比亚迪2.25亿股。在随后的十余年间，比亚迪历经浮沉，但巴菲特的持股份额一直没变动过。时至今日，巴菲特投资比亚迪的回报率已超30倍。若以本次277.1港元的出售均价估算，“股神”此次获利超过33倍。</p><p>在比亚迪强势半年报出炉之前，巴菲特首度进行了减持操作。新能源赛道如此火爆的背景下，不知巴菲特这次会不会再次验证自己的名言，别人恐惧我贪婪，别人贪婪我恐惧。</p><blockquote><b>早有传闻</b></blockquote><p>早在7月12日，市场就传出巴菲特疑似减持比亚迪的消息。当日，港交所CCASS数据显示，比亚迪2.25亿股股份于7月11日被转让给花旗银行。由于转仓股份数与巴菲特的持仓股数一模一样，市场猜测花旗银行增持的股份来自巴菲特旗下的伯克希尔哈撒韦。</p><p>对此，比亚迪证券事务部此前回应称：</p><blockquote>“现在看到的数据是，巴菲特持股目前没有变动。它的持股比例非常大，如果涉及到股份变动，一定会披露。”</blockquote><p>有业内人士分析，还有这样的可能性：一是目前减持流程尚未走完，所以公司暂未看到相关数据；二是巴菲特借给对冲基金沽空。不过，前者的可能性更大。LW资产管理顾问有限公司的基金经理Andy Wong表示：</p><blockquote>“我们认为巴菲特更有可能考虑出售比亚迪股票。我们认为他们没有必要借出股票给其他机构做空来赚取利息。”“这也不是他们的交易风格。”</blockquote><p>消息传出后，比亚迪股价遭受重挫，当日，比亚迪A股下跌4.72%，而比亚迪港股更是大跌11.93%。</p><p><img src=\"https://static.tigerbbs.com/ed83222768e4f2c98a0c162abb0562fd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>除了巴菲特，比亚迪的供应商和董事此前亦有减持操作。</p><p>6月10日，比亚迪供应商之一的融捷股份公告称，深圳艾斯多科技有限公司（董事张顺祥先生的一致行动人）计划在本公告披露之日起15个交易日后的6个月内以集中竞价方式减持4300股（占总股本比例0.0017%）。值得一提的是，融捷股份实控人吕向阳为比亚迪副董事长。</p><p>2021年5月29日，比亚迪也曾公告称，公司董事夏佐全拟减持不超过1200万股A股，占其所持A股总股数的比例不超过12.69%，占总股本比例不超过0.42%。随后夏佐全在半年内多次减持比亚迪的价格在250元到300元之间。</p><p>更早些时候，相关数据显示，截至2021年2月26日，高管李柯减持数量合计100万股，减持价格区间为195.77元/股至218.50元/股。另外，主要股东融捷投资控股于2020年9月到2021年1月减持比亚迪，减持价格区间为93.00元/股至262.66元/股，合共减持753.23万股占总股本的0.415%。</p><p><b>半年报亮眼：有车卖、更有钱赚？</b></p><p>陷入“股神”减持的阴影中，近期比亚迪股价难言强势。不过，摘掉“增收不增利”的帽子的强劲半年报，仍大大提振了市场信心。</p><p>比亚迪2022H1财报显示，报告期内公司实现了营业收入1506亿元，同比增长65.71%，归母净利润35.95亿元，同比增长206.35%，扣非净利润达到30.29亿元，同比增长721.72%，利润和营业收入都创下了历年同期新高。</p><p>此外，毛利率和净利率也近年来首次同时出现同比增长，分别增长了0.75和个0.62百分点到13.51%和2.61%，虽然增长幅度不大，但是有望结束持续同比下降的不利趋势。</p><p>单就二季度业绩数据来看，公司Q2营业收入为837.8亿元，同比增长67.92%，环比增长25.37%，归母净利润为27.87亿元，同比增长197.67%，环比也上升了244.74%，扣非净利润为25.15亿元，同比增长458.6%，环比增长389%。</p><p>华尔街见闻·见智研究团队对此评价称，在比亚迪2021年连续三个季度出现净利润同比增长率为负数，甚至四季度甚至首次出现环比为负数后，在2022年比亚迪摘下了增收不增利的帽子，似乎迎来了盈利拐点。</p><p><img src=\"https://static.tigerbbs.com/47d0201cdc4293875c24f3d8066fc5b5\" tg-width=\"644\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn","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>比亚迪ADR大跌，14年来巴菲特首次卖出比亚迪</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{ 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}\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比亚迪ADR大跌，14年来巴菲特首次卖出比亚迪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 21:51 北京时间 <a href=https://wallstreetcn.com/articles/3669094><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>真卖了！周二，比亚迪ADR盘初大跌超7%。8月30日，港交所网站文件显示，伯克希尔哈撒韦在8月24日出售了133万股比亚迪H股，平均出售价格为277.1016港元/股，套现3.69亿港元。本次减持后，巴菲特仍持有2.18亿股，持股比例降至19.92%。众所周知，巴菲特在2008年以每股8港元的价格，在港股认购了比亚迪2.25亿股。在随后的十余年间，比亚迪历经浮沉，但巴菲特的持股份额一直没变动过。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3669094\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8960cfc10c22a02d893700d37863f34","relate_stocks":{"01211":"比亚迪股份"},"source_url":"https://wallstreetcn.com/articles/3669094","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101605818","content_text":"真卖了！周二，比亚迪ADR盘初大跌超7%。8月30日，港交所网站文件显示，伯克希尔哈撒韦在8月24日出售了133万股比亚迪H股，平均出售价格为277.1016港元/股，套现3.69亿港元。本次减持后，巴菲特仍持有2.18亿股，持股比例降至19.92%。众所周知，巴菲特在2008年以每股8港元的价格，在港股认购了比亚迪2.25亿股。在随后的十余年间，比亚迪历经浮沉，但巴菲特的持股份额一直没变动过。时至今日，巴菲特投资比亚迪的回报率已超30倍。若以本次277.1港元的出售均价估算，“股神”此次获利超过33倍。在比亚迪强势半年报出炉之前，巴菲特首度进行了减持操作。新能源赛道如此火爆的背景下，不知巴菲特这次会不会再次验证自己的名言，别人恐惧我贪婪，别人贪婪我恐惧。早有传闻早在7月12日，市场就传出巴菲特疑似减持比亚迪的消息。当日，港交所CCASS数据显示，比亚迪2.25亿股股份于7月11日被转让给花旗银行。由于转仓股份数与巴菲特的持仓股数一模一样，市场猜测花旗银行增持的股份来自巴菲特旗下的伯克希尔哈撒韦。对此，比亚迪证券事务部此前回应称：“现在看到的数据是，巴菲特持股目前没有变动。它的持股比例非常大，如果涉及到股份变动，一定会披露。”有业内人士分析，还有这样的可能性：一是目前减持流程尚未走完，所以公司暂未看到相关数据；二是巴菲特借给对冲基金沽空。不过，前者的可能性更大。LW资产管理顾问有限公司的基金经理Andy Wong表示：“我们认为巴菲特更有可能考虑出售比亚迪股票。我们认为他们没有必要借出股票给其他机构做空来赚取利息。”“这也不是他们的交易风格。”消息传出后，比亚迪股价遭受重挫，当日，比亚迪A股下跌4.72%，而比亚迪港股更是大跌11.93%。除了巴菲特，比亚迪的供应商和董事此前亦有减持操作。6月10日，比亚迪供应商之一的融捷股份公告称，深圳艾斯多科技有限公司（董事张顺祥先生的一致行动人）计划在本公告披露之日起15个交易日后的6个月内以集中竞价方式减持4300股（占总股本比例0.0017%）。值得一提的是，融捷股份实控人吕向阳为比亚迪副董事长。2021年5月29日，比亚迪也曾公告称，公司董事夏佐全拟减持不超过1200万股A股，占其所持A股总股数的比例不超过12.69%，占总股本比例不超过0.42%。随后夏佐全在半年内多次减持比亚迪的价格在250元到300元之间。更早些时候，相关数据显示，截至2021年2月26日，高管李柯减持数量合计100万股，减持价格区间为195.77元/股至218.50元/股。另外，主要股东融捷投资控股于2020年9月到2021年1月减持比亚迪，减持价格区间为93.00元/股至262.66元/股，合共减持753.23万股占总股本的0.415%。半年报亮眼：有车卖、更有钱赚？陷入“股神”减持的阴影中，近期比亚迪股价难言强势。不过，摘掉“增收不增利”的帽子的强劲半年报，仍大大提振了市场信心。比亚迪2022H1财报显示，报告期内公司实现了营业收入1506亿元，同比增长65.71%，归母净利润35.95亿元，同比增长206.35%，扣非净利润达到30.29亿元，同比增长721.72%，利润和营业收入都创下了历年同期新高。此外，毛利率和净利率也近年来首次同时出现同比增长，分别增长了0.75和个0.62百分点到13.51%和2.61%，虽然增长幅度不大，但是有望结束持续同比下降的不利趋势。单就二季度业绩数据来看，公司Q2营业收入为837.8亿元，同比增长67.92%，环比增长25.37%，归母净利润为27.87亿元，同比增长197.67%，环比也上升了244.74%，扣非净利润为25.15亿元，同比增长458.6%，环比增长389%。华尔街见闻·见智研究团队对此评价称，在比亚迪2021年连续三个季度出现净利润同比增长率为负数，甚至四季度甚至首次出现环比为负数后，在2022年比亚迪摘下了增收不增利的帽子，似乎迎来了盈利拐点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":190058881552520,"gmtCreate":1687426430607,"gmtModify":1687426559602,"author":{"id":"3543578951916161","authorId":"3543578951916161","name":"自由的天空1947","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543578951916161","authorIdStr":"3543578951916161"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190058881552520","repostId":"1147247106","repostType":2,"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660496664,"gmtCreate":1661853800560,"gmtModify":1661855493748,"author":{"id":"3543578951916161","authorId":"3543578951916161","name":"自由的天空1947","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543578951916161","authorIdStr":"3543578951916161"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3570694696330271\">@哔哩哔哩BILI</a>e来不及bumibｕ呢 你。 ","listText":"<a href=\"https://laohu8.com/U/3570694696330271\">@哔哩哔哩BILI</a>e来不及bumibｕ呢 你。 ","text":"@哔哩哔哩BILIe来不及bumibｕ呢 你。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660496664","repostId":"1101605818","repostType":2,"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
