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坚守初心,专注态度,匠心解读港股。
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花开在何时
2022-01-04
历史转折中的中概股
武器是胜利的重要的因素,但不是决定的因素,决定的因素是人不是物。——《论持久战》文 / 巴九灵01.拿什么拯救你,我的中概互联?新年伊始,不少人都迫不及待地想要翻开新篇章。对中国互联网行业来说,也是如此,因为它们过去一年实在太不顺心了。据我们统计,从2020年10月马云在外滩金融峰会上那通著名的发言开始,中概股在14个月的时间里,光是重大的利空消息就多达20多条,包括但不限于:将强化反垄断作为2021年重点经济工作任务、对《反垄断法》进行修订、巨额处罚阿里巴巴和美团、审查滴滴并下架其28款App、教育“双减”政策落地……至于行政处罚等轻度利空消息,更是纷至沓来:一年多来,仅反垄断局给予的行政处罚就高达86起,而且处罚对象涵盖腾讯、阿里、美团、百度、京东等主要大厂派系,可谓毫无死角。重压之下,中国互联网概念股的股价开启了花式跳水表演,最惨的几只,其年内跌幅甚至超过90%。2020年才被基民封神的公募基金“一哥”张坤,2021年就因重仓了不少中概股而损失不轻,他主管的易方达亚洲精选股票基金近一年下跌了30%,业绩在同类269只基金中排名259,因此被基民怒斥为“易方达亚洲瞎选”。亏得更狠的则是易方达中概互联,这只市场上规模最大的中概股指数基金,2021年的净值下跌了41.59%, 被基民调侃为“中丐互怜”——当痛苦到了一定程度,便不再有愤怒,只剩下自嘲和麻木了。吴晓波老师在年终秀上,用宏观的视角对中国互联网的2021年进行了总结:消费互联网的红利周期已经结束。但很多人还是会感慨加疑惑:这红利结束得也太突然,变化也太猛烈了吧?这中概股还有没有救?02.中概互联变化的两层逻辑中国互联网企业之所以突然从云端跌落凡尘乃至深渊,有两层逻辑。最明显的一层逻辑当然是政府的反垄断行动,以及对资本无序扩张的反对态度。确实,我们的社会已经到了要转型的时刻。改革开放40年,互联网蓬勃发展20年,取得
历史转折中的中概股
花开在何时
08-28
$BOSS直聘(BZ)$
付费企业客户上涨31.1%[强][强]
花开在何时
2022-10-20
$海银控股(HYW)$
趋势没走坏就没什么问题
花开在何时
06-24
相比恒生指数的蓝筹股,复星国际的成长性有时更吸引人,但目前涨幅还差些火候。
$复星国际(00656)$
$恒生指数(HSI)$
花开在何时
2023-02-14
$SoundHound AI Inc(SOUN)$
五日拉幅不小啊
花开在何时
2022-07-12
$洋葱集团(OG)$
洋葱现在的走势能看的出来在慢慢回调了,只要给点信心应该会有不错的起伏[保佑]
花开在何时
2022-06-16
2022年V1版IDC《全球增强与虚拟现实支出指南》显示,无论是从增速还是整体市场规模来看,中国AR/VR市场均呈现出强劲的增长势头,这也为国内联想集团这样的头部科技企业大展身手提供了千载难逢的机会。
$联想集团(00992)$
花开在何时
07-08
$嘀嗒出行(02559)$
如果还在里面的话,做T是最好的选择
花开在何时
06-03
$复星国际(00656)$
出售HAL股权但保留了基金业务现金牛的部分,轻资产运营[强]
花开在何时
2023-12-06
感觉事情发展走向不太对,还是不要把事情夸大化的好,用事实说话,才能说服投资者,希望这场风波早日平静
$诺亚财富(NOAH)$
$诺亚控股(06686)$
@王新喜:诺亚VS京东“承兴案”背后:成熟吃瓜理性看待
花开在何时
2023-08-17
$联想集团(00992)$
看到网上有消息说,秋天联想集团会发布最新基于英特尔的AIPC。这个可就在行业里捷足先登了,蹲一波儿
花开在何时
2023-06-07
$羚羊控股(AEHL)$
社区都没人?
花开在何时
2023-05-16
京东不是面团捏的
$京东集团-SW(09618)$
花开在何时
2023-03-31
从财报数据中看,复星的新药水平在药企当中也是能排得上号的
$复星国际(00656)$
@美港探案:看过去or看未来?复星国际的价值成色该如何看?
花开在何时
2023-02-14
$聪链(ICG)$
没上市吗?
花开在何时
2023-02-14
$Renaissance IPO ETF(IPO)$
这个是做什么的
花开在何时
2023-02-14
$苹果(AAPL)$
国内就是搞不出来这样的好产品
花开在何时
2022-08-22
财富管理和健康管理结合在一块可以说是强强联手吧?
@景辰财经:大伙觉得财富管理与健康管理相结合会有怎样的火花?
花开在何时
2022-07-29
$洋葱集团(OG)$
等一个奇迹再现
花开在何时
2022-07-14
$洋葱集团(OG)$
要想吃到大肉,格局要大,三观要正。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/06686\">$诺亚控股(06686)$ </a>","listText":"感觉事情发展走向不太对,还是不要把事情夸大化的好,用事实说话,才能说服投资者,希望这场风波早日平静<a target=\"_blank\" href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/06686\">$诺亚控股(06686)$ </a>","text":"感觉事情发展走向不太对,还是不要把事情夸大化的好,用事实说话,才能说服投资者,希望这场风波早日平静$诺亚财富(NOAH)$ $诺亚控股(06686)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249021069951088","repostId":"248829909872896","repostType":1,"repost":{"id":248829909872896,"gmtCreate":1701780334485,"gmtModify":1701781872111,"author":{"id":"3497844628185391","authorId":"3497844628185391","name":"王新喜","avatar":"https://static.tigerbbs.com/b60bf98c3ddf7eb7ac3dec29e866cf5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497844628185391","idStr":"3497844628185391"},"themes":[],"title":"诺亚VS京东“承兴案”背后:成熟吃瓜理性看待","htmlText":"非标的余波 非标资产本质是一种信贷资产,2018年之前行业比较火,主要为产品收益率较高,一般都达到8%以上,但2019年频繁发生非标项目“爆雷”事件,最典型的就是诺亚自爆34亿踩雷“承兴系”诈骗案,轰动资本市场,注意是自爆。 自此,财富管理行业开始整顿,头部公司率先转型。诺亚财富自转型以来,累计退出320亿元非标信贷资产并分配给客户,难得的是,在完成转型的同时,其他产品也在稳步增长。 事情的尾声是,2020年8月,诺亚财富和涉“承兴案”投资者达成和解协议,相关一次性和解费用金额为18.29亿元,部分计入诺亚2020年第四季度财务数据。 业内人士认为,诺亚此举相当于“以股换债”,即诺亚财富向投资者提供诺股票,以弥补后者在承兴相关产品的投资损失。 当时,818名受影响客户中的约67.5%相关投资者,选择接受上述和解,占承兴案相关信贷基金未偿余额的70.6%,而诺亚财富也对相关损失进行兑付,并一次性计提18.3亿元,其中包括向未“换股”投资者兑付的约5.3亿元的其他和解方案。 然而没想到最近的承兴事件再起波澜,知情人士都知道这是当年财富管理行业非标的余波,也见证了诺亚的转型时代。 诺亚硬刚京东,谁是受害者? 公开资料显示,承兴系公司在罗静等人的安排下,利用与供应链企业京东、苏宁的业务合作背景,私刻京东、苏宁公司印章,由被告人承兴系公司的梁志斌等人提供伪造的购销合同等融资所需材料,虚构应收账款,先后与多家机构签订应收账款转让及回购协议等合同,以此骗取融资款。 最大的受害者就是诺亚损失34亿、摩山保理损失27亿余元、湘财证券损失9亿余元、云南信托损失15亿余元,安徽众信损失0.99亿元等。 他们都是承兴300亿的受害者,出的是实打实的真金白银。 而京东也是受害者,被假冒,被诉讼,被承兴仿冒在走廊拍照接待诺亚。 承兴系的诈骗手段 很多人把锅丢给诺亚,殊不知承兴整个过程堪比谍战大剧,每一","listText":"非标的余波 非标资产本质是一种信贷资产,2018年之前行业比较火,主要为产品收益率较高,一般都达到8%以上,但2019年频繁发生非标项目“爆雷”事件,最典型的就是诺亚自爆34亿踩雷“承兴系”诈骗案,轰动资本市场,注意是自爆。 自此,财富管理行业开始整顿,头部公司率先转型。诺亚财富自转型以来,累计退出320亿元非标信贷资产并分配给客户,难得的是,在完成转型的同时,其他产品也在稳步增长。 事情的尾声是,2020年8月,诺亚财富和涉“承兴案”投资者达成和解协议,相关一次性和解费用金额为18.29亿元,部分计入诺亚2020年第四季度财务数据。 业内人士认为,诺亚此举相当于“以股换债”,即诺亚财富向投资者提供诺股票,以弥补后者在承兴相关产品的投资损失。 当时,818名受影响客户中的约67.5%相关投资者,选择接受上述和解,占承兴案相关信贷基金未偿余额的70.6%,而诺亚财富也对相关损失进行兑付,并一次性计提18.3亿元,其中包括向未“换股”投资者兑付的约5.3亿元的其他和解方案。 然而没想到最近的承兴事件再起波澜,知情人士都知道这是当年财富管理行业非标的余波,也见证了诺亚的转型时代。 诺亚硬刚京东,谁是受害者? 公开资料显示,承兴系公司在罗静等人的安排下,利用与供应链企业京东、苏宁的业务合作背景,私刻京东、苏宁公司印章,由被告人承兴系公司的梁志斌等人提供伪造的购销合同等融资所需材料,虚构应收账款,先后与多家机构签订应收账款转让及回购协议等合同,以此骗取融资款。 最大的受害者就是诺亚损失34亿、摩山保理损失27亿余元、湘财证券损失9亿余元、云南信托损失15亿余元,安徽众信损失0.99亿元等。 他们都是承兴300亿的受害者,出的是实打实的真金白银。 而京东也是受害者,被假冒,被诉讼,被承兴仿冒在走廊拍照接待诺亚。 承兴系的诈骗手段 很多人把锅丢给诺亚,殊不知承兴整个过程堪比谍战大剧,每一","text":"非标的余波 非标资产本质是一种信贷资产,2018年之前行业比较火,主要为产品收益率较高,一般都达到8%以上,但2019年频繁发生非标项目“爆雷”事件,最典型的就是诺亚自爆34亿踩雷“承兴系”诈骗案,轰动资本市场,注意是自爆。 自此,财富管理行业开始整顿,头部公司率先转型。诺亚财富自转型以来,累计退出320亿元非标信贷资产并分配给客户,难得的是,在完成转型的同时,其他产品也在稳步增长。 事情的尾声是,2020年8月,诺亚财富和涉“承兴案”投资者达成和解协议,相关一次性和解费用金额为18.29亿元,部分计入诺亚2020年第四季度财务数据。 业内人士认为,诺亚此举相当于“以股换债”,即诺亚财富向投资者提供诺股票,以弥补后者在承兴相关产品的投资损失。 当时,818名受影响客户中的约67.5%相关投资者,选择接受上述和解,占承兴案相关信贷基金未偿余额的70.6%,而诺亚财富也对相关损失进行兑付,并一次性计提18.3亿元,其中包括向未“换股”投资者兑付的约5.3亿元的其他和解方案。 然而没想到最近的承兴事件再起波澜,知情人士都知道这是当年财富管理行业非标的余波,也见证了诺亚的转型时代。 诺亚硬刚京东,谁是受害者? 公开资料显示,承兴系公司在罗静等人的安排下,利用与供应链企业京东、苏宁的业务合作背景,私刻京东、苏宁公司印章,由被告人承兴系公司的梁志斌等人提供伪造的购销合同等融资所需材料,虚构应收账款,先后与多家机构签订应收账款转让及回购协议等合同,以此骗取融资款。 最大的受害者就是诺亚损失34亿、摩山保理损失27亿余元、湘财证券损失9亿余元、云南信托损失15亿余元,安徽众信损失0.99亿元等。 他们都是承兴300亿的受害者,出的是实打实的真金白银。 而京东也是受害者,被假冒,被诉讼,被承兴仿冒在走廊拍照接待诺亚。 承兴系的诈骗手段 很多人把锅丢给诺亚,殊不知承兴整个过程堪比谍战大剧,每一","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248829909872896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209902884733152,"gmtCreate":1692253511287,"gmtModify":1692253512354,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119292729111","idStr":"3545119292729111"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>看到网上有消息说,秋天联想集团会发布最新基于英特尔的AIPC。这个可就在行业里捷足先登了,蹲一波儿","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>看到网上有消息说,秋天联想集团会发布最新基于英特尔的AIPC。这个可就在行业里捷足先登了,蹲一波儿","text":"$联想集团(00992)$ 看到网上有消息说,秋天联想集团会发布最新基于英特尔的AIPC。这个可就在行业里捷足先登了,蹲一波儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209902884733152","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184750076420136,"gmtCreate":1686129440531,"gmtModify":1686129441674,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119292729111","idStr":"3545119292729111"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AEHL\">$羚羊控股(AEHL)$ </a>社区都没人?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AEHL\">$羚羊控股(AEHL)$ </a>社区都没人?","text":"$羚羊控股(AEHL)$ 社区都没人?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184750076420136","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652965824,"gmtCreate":1684229346468,"gmtModify":1684229578182,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119292729111","idStr":"3545119292729111"},"themes":[],"htmlText":"京东不是面团捏的<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a>","listText":"京东不是面团捏的<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a>","text":"京东不是面团捏的$京东集团-SW(09618)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652965824","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659707675,"gmtCreate":1680233332497,"gmtModify":1680233334002,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119292729111","idStr":"3545119292729111"},"themes":[],"htmlText":"从财报数据中看,复星的新药水平在药企当中也是能排得上号的<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","listText":"从财报数据中看,复星的新药水平在药企当中也是能排得上号的<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","text":"从财报数据中看,复星的新药水平在药企当中也是能排得上号的$复星国际(00656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659707675","repostId":"659472888","repostType":1,"repost":{"id":659472888,"gmtCreate":1680229771845,"gmtModify":1680230369140,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3505879823026033","idStr":"3505879823026033"},"themes":[],"title":"看过去or看未来?复星国际的价值成色该如何看?","htmlText":"3月29日,复星国际发布了2022年度业绩,核心数据“有增有减”,市场各方看法不一。那么,复星国际的价值成色该如何看?我来简单聊一聊自己的理解。 财报显示,公司全年实现总收入人民币1753.9亿元,同比增长8.7%;归母净利润人民币5.4亿元,同比下滑94.7%。其中,净利润下滑主要由于去年国内疫情冲击和全球资本市场波动双重影响。 平心而论,我对复星国际的这个业绩并不感意外。2022年复杂的宏观环境是史上罕见的,企业很难独善其身,复星国际作为全球布局的平台类公司更是如此(所投标的公允价值缩水在所难免);而2021年100.8亿元人民币的净利润数据又过于亮眼,拉高了基数,导致这次不那么醒目。 细想一下不难发现,去年的疫情、美联储连续加息等影响,其实是“一过性”的,后续大概率不会重演了,对复星国际的业务基本面形成压制的因素也就消除。当你站在南极点时,无论怎么走都是向北,经历了一场“完美风暴”的复星国际,业绩已站上了新一轮增长的起点,只是增幅大小的问题罢了。 “经营四圣”稻盛和夫曾说:越是艰难,越是蜕变的机会。我觉得,复星国际做得最正确的事,就是在去年最低谷期抓住了蜕变的机会,为债务、业务的全面优化打牢了基础。 3月29日,郭广昌发出了一封挺坦诚的《致股东信》,他提到:这一年,公司决定通过“瘦身健体”,专注于家庭消费产业,将有限的资源投身于更有成长性的赛道。财务层面,持续缩减债务规模,加强流动性管理,优化债务结构。 具体来看,复星加大了非战略性、非核心资产的退出力度,包括系统性处置钢铁板块资产,转让永安保险部分股权,沽清或大幅减持青岛啤酒、招金矿业、中山公用等。2022年,集团层面资产退出签约口径超过人民币400亿元,现金回流口径近人民币300亿元。这些举措,既带动了现金回流,又实现了产业聚焦。 下图是业绩会公布的最新的公司架构: 此前,市场对于复星的债务有质疑声,但从财报数据看","listText":"3月29日,复星国际发布了2022年度业绩,核心数据“有增有减”,市场各方看法不一。那么,复星国际的价值成色该如何看?我来简单聊一聊自己的理解。 财报显示,公司全年实现总收入人民币1753.9亿元,同比增长8.7%;归母净利润人民币5.4亿元,同比下滑94.7%。其中,净利润下滑主要由于去年国内疫情冲击和全球资本市场波动双重影响。 平心而论,我对复星国际的这个业绩并不感意外。2022年复杂的宏观环境是史上罕见的,企业很难独善其身,复星国际作为全球布局的平台类公司更是如此(所投标的公允价值缩水在所难免);而2021年100.8亿元人民币的净利润数据又过于亮眼,拉高了基数,导致这次不那么醒目。 细想一下不难发现,去年的疫情、美联储连续加息等影响,其实是“一过性”的,后续大概率不会重演了,对复星国际的业务基本面形成压制的因素也就消除。当你站在南极点时,无论怎么走都是向北,经历了一场“完美风暴”的复星国际,业绩已站上了新一轮增长的起点,只是增幅大小的问题罢了。 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被基民调侃为“中丐互怜”——当痛苦到了一定程度,便不再有愤怒,只剩下自嘲和麻木了。吴晓波老师在年终秀上,用宏观的视角对中国互联网的2021年进行了总结:消费互联网的红利周期已经结束。但很多人还是会感慨加疑惑:这红利结束得也太突然,变化也太猛烈了吧?这中概股还有没有救?02.中概互联变化的两层逻辑中国互联网企业之所以突然从云端跌落凡尘乃至深渊,有两层逻辑。最明显的一层逻辑当然是政府的反垄断行动,以及对资本无序扩张的反对态度。确实,我们的社会已经到了要转型的时刻。改革开放40年,互联网蓬勃发展20年,取得","images":[{"img":"https://static.tigerbbs.com/31693598f835ef0e2b00ec16328696c3","width":"632","height":"422"},{"img":"https://static.tigerbbs.com/6816f7f4b5fd9178d2fe91f5decb4d0e","width":"632","height":"732"},{"img":"https://static.tigerbbs.com/d12e83b66f307e99d5212e16da99558e","width":"632","height":"341"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/695031065","isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},{"id":343326674039072,"gmtCreate":1724849240241,"gmtModify":1724849243659,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119292729111","authorIdStr":"3545119292729111"},"themes":[],"htmlText":"<a 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出售HAL股权但保留了基金业务现金牛的部分,轻资产运营[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312767836881208","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249021069951088,"gmtCreate":1701826936001,"gmtModify":1701826937391,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119292729111","authorIdStr":"3545119292729111"},"themes":[],"htmlText":"感觉事情发展走向不太对,还是不要把事情夸大化的好,用事实说话,才能说服投资者,希望这场风波早日平静<a target=\"_blank\" href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/06686\">$诺亚控股(06686)$ </a>","listText":"感觉事情发展走向不太对,还是不要把事情夸大化的好,用事实说话,才能说服投资者,希望这场风波早日平静<a target=\"_blank\" href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/06686\">$诺亚控股(06686)$ </a>","text":"感觉事情发展走向不太对,还是不要把事情夸大化的好,用事实说话,才能说服投资者,希望这场风波早日平静$诺亚财富(NOAH)$ $诺亚控股(06686)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249021069951088","repostId":"248829909872896","repostType":1,"repost":{"id":248829909872896,"gmtCreate":1701780334485,"gmtModify":1701781872111,"author":{"id":"3497844628185391","authorId":"3497844628185391","name":"王新喜","avatar":"https://static.tigerbbs.com/b60bf98c3ddf7eb7ac3dec29e866cf5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497844628185391","authorIdStr":"3497844628185391"},"themes":[],"title":"诺亚VS京东“承兴案”背后:成熟吃瓜理性看待","htmlText":"非标的余波 非标资产本质是一种信贷资产,2018年之前行业比较火,主要为产品收益率较高,一般都达到8%以上,但2019年频繁发生非标项目“爆雷”事件,最典型的就是诺亚自爆34亿踩雷“承兴系”诈骗案,轰动资本市场,注意是自爆。 自此,财富管理行业开始整顿,头部公司率先转型。诺亚财富自转型以来,累计退出320亿元非标信贷资产并分配给客户,难得的是,在完成转型的同时,其他产品也在稳步增长。 事情的尾声是,2020年8月,诺亚财富和涉“承兴案”投资者达成和解协议,相关一次性和解费用金额为18.29亿元,部分计入诺亚2020年第四季度财务数据。 业内人士认为,诺亚此举相当于“以股换债”,即诺亚财富向投资者提供诺股票,以弥补后者在承兴相关产品的投资损失。 当时,818名受影响客户中的约67.5%相关投资者,选择接受上述和解,占承兴案相关信贷基金未偿余额的70.6%,而诺亚财富也对相关损失进行兑付,并一次性计提18.3亿元,其中包括向未“换股”投资者兑付的约5.3亿元的其他和解方案。 然而没想到最近的承兴事件再起波澜,知情人士都知道这是当年财富管理行业非标的余波,也见证了诺亚的转型时代。 诺亚硬刚京东,谁是受害者? 公开资料显示,承兴系公司在罗静等人的安排下,利用与供应链企业京东、苏宁的业务合作背景,私刻京东、苏宁公司印章,由被告人承兴系公司的梁志斌等人提供伪造的购销合同等融资所需材料,虚构应收账款,先后与多家机构签订应收账款转让及回购协议等合同,以此骗取融资款。 最大的受害者就是诺亚损失34亿、摩山保理损失27亿余元、湘财证券损失9亿余元、云南信托损失15亿余元,安徽众信损失0.99亿元等。 他们都是承兴300亿的受害者,出的是实打实的真金白银。 而京东也是受害者,被假冒,被诉讼,被承兴仿冒在走廊拍照接待诺亚。 承兴系的诈骗手段 很多人把锅丢给诺亚,殊不知承兴整个过程堪比谍战大剧,每一","listText":"非标的余波 非标资产本质是一种信贷资产,2018年之前行业比较火,主要为产品收益率较高,一般都达到8%以上,但2019年频繁发生非标项目“爆雷”事件,最典型的就是诺亚自爆34亿踩雷“承兴系”诈骗案,轰动资本市场,注意是自爆。 自此,财富管理行业开始整顿,头部公司率先转型。诺亚财富自转型以来,累计退出320亿元非标信贷资产并分配给客户,难得的是,在完成转型的同时,其他产品也在稳步增长。 事情的尾声是,2020年8月,诺亚财富和涉“承兴案”投资者达成和解协议,相关一次性和解费用金额为18.29亿元,部分计入诺亚2020年第四季度财务数据。 业内人士认为,诺亚此举相当于“以股换债”,即诺亚财富向投资者提供诺股票,以弥补后者在承兴相关产品的投资损失。 当时,818名受影响客户中的约67.5%相关投资者,选择接受上述和解,占承兴案相关信贷基金未偿余额的70.6%,而诺亚财富也对相关损失进行兑付,并一次性计提18.3亿元,其中包括向未“换股”投资者兑付的约5.3亿元的其他和解方案。 然而没想到最近的承兴事件再起波澜,知情人士都知道这是当年财富管理行业非标的余波,也见证了诺亚的转型时代。 诺亚硬刚京东,谁是受害者? 公开资料显示,承兴系公司在罗静等人的安排下,利用与供应链企业京东、苏宁的业务合作背景,私刻京东、苏宁公司印章,由被告人承兴系公司的梁志斌等人提供伪造的购销合同等融资所需材料,虚构应收账款,先后与多家机构签订应收账款转让及回购协议等合同,以此骗取融资款。 最大的受害者就是诺亚损失34亿、摩山保理损失27亿余元、湘财证券损失9亿余元、云南信托损失15亿余元,安徽众信损失0.99亿元等。 他们都是承兴300亿的受害者,出的是实打实的真金白银。 而京东也是受害者,被假冒,被诉讼,被承兴仿冒在走廊拍照接待诺亚。 承兴系的诈骗手段 很多人把锅丢给诺亚,殊不知承兴整个过程堪比谍战大剧,每一","text":"非标的余波 非标资产本质是一种信贷资产,2018年之前行业比较火,主要为产品收益率较高,一般都达到8%以上,但2019年频繁发生非标项目“爆雷”事件,最典型的就是诺亚自爆34亿踩雷“承兴系”诈骗案,轰动资本市场,注意是自爆。 自此,财富管理行业开始整顿,头部公司率先转型。诺亚财富自转型以来,累计退出320亿元非标信贷资产并分配给客户,难得的是,在完成转型的同时,其他产品也在稳步增长。 事情的尾声是,2020年8月,诺亚财富和涉“承兴案”投资者达成和解协议,相关一次性和解费用金额为18.29亿元,部分计入诺亚2020年第四季度财务数据。 业内人士认为,诺亚此举相当于“以股换债”,即诺亚财富向投资者提供诺股票,以弥补后者在承兴相关产品的投资损失。 当时,818名受影响客户中的约67.5%相关投资者,选择接受上述和解,占承兴案相关信贷基金未偿余额的70.6%,而诺亚财富也对相关损失进行兑付,并一次性计提18.3亿元,其中包括向未“换股”投资者兑付的约5.3亿元的其他和解方案。 然而没想到最近的承兴事件再起波澜,知情人士都知道这是当年财富管理行业非标的余波,也见证了诺亚的转型时代。 诺亚硬刚京东,谁是受害者? 公开资料显示,承兴系公司在罗静等人的安排下,利用与供应链企业京东、苏宁的业务合作背景,私刻京东、苏宁公司印章,由被告人承兴系公司的梁志斌等人提供伪造的购销合同等融资所需材料,虚构应收账款,先后与多家机构签订应收账款转让及回购协议等合同,以此骗取融资款。 最大的受害者就是诺亚损失34亿、摩山保理损失27亿余元、湘财证券损失9亿余元、云南信托损失15亿余元,安徽众信损失0.99亿元等。 他们都是承兴300亿的受害者,出的是实打实的真金白银。 而京东也是受害者,被假冒,被诉讼,被承兴仿冒在走廊拍照接待诺亚。 承兴系的诈骗手段 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>看到网上有消息说,秋天联想集团会发布最新基于英特尔的AIPC。这个可就在行业里捷足先登了,蹲一波儿","text":"$联想集团(00992)$ 看到网上有消息说,秋天联想集团会发布最新基于英特尔的AIPC。这个可就在行业里捷足先登了,蹲一波儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209902884733152","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184750076420136,"gmtCreate":1686129440531,"gmtModify":1686129441674,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119292729111","authorIdStr":"3545119292729111"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AEHL\">$羚羊控股(AEHL)$ </a>社区都没人?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AEHL\">$羚羊控股(AEHL)$ </a>社区都没人?","text":"$羚羊控股(AEHL)$ 社区都没人?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184750076420136","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652965824,"gmtCreate":1684229346468,"gmtModify":1684229578182,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119292729111","authorIdStr":"3545119292729111"},"themes":[],"htmlText":"京东不是面团捏的<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a>","listText":"京东不是面团捏的<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a>","text":"京东不是面团捏的$京东集团-SW(09618)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652965824","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659707675,"gmtCreate":1680233332497,"gmtModify":1680233334002,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119292729111","authorIdStr":"3545119292729111"},"themes":[],"htmlText":"从财报数据中看,复星的新药水平在药企当中也是能排得上号的<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","listText":"从财报数据中看,复星的新药水平在药企当中也是能排得上号的<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","text":"从财报数据中看,复星的新药水平在药企当中也是能排得上号的$复星国际(00656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659707675","repostId":"659472888","repostType":1,"repost":{"id":659472888,"gmtCreate":1680229771845,"gmtModify":1680230369140,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505879823026033","authorIdStr":"3505879823026033"},"themes":[],"title":"看过去or看未来?复星国际的价值成色该如何看?","htmlText":"3月29日,复星国际发布了2022年度业绩,核心数据“有增有减”,市场各方看法不一。那么,复星国际的价值成色该如何看?我来简单聊一聊自己的理解。 财报显示,公司全年实现总收入人民币1753.9亿元,同比增长8.7%;归母净利润人民币5.4亿元,同比下滑94.7%。其中,净利润下滑主要由于去年国内疫情冲击和全球资本市场波动双重影响。 平心而论,我对复星国际的这个业绩并不感意外。2022年复杂的宏观环境是史上罕见的,企业很难独善其身,复星国际作为全球布局的平台类公司更是如此(所投标的公允价值缩水在所难免);而2021年100.8亿元人民币的净利润数据又过于亮眼,拉高了基数,导致这次不那么醒目。 细想一下不难发现,去年的疫情、美联储连续加息等影响,其实是“一过性”的,后续大概率不会重演了,对复星国际的业务基本面形成压制的因素也就消除。当你站在南极点时,无论怎么走都是向北,经历了一场“完美风暴”的复星国际,业绩已站上了新一轮增长的起点,只是增幅大小的问题罢了。 “经营四圣”稻盛和夫曾说:越是艰难,越是蜕变的机会。我觉得,复星国际做得最正确的事,就是在去年最低谷期抓住了蜕变的机会,为债务、业务的全面优化打牢了基础。 3月29日,郭广昌发出了一封挺坦诚的《致股东信》,他提到:这一年,公司决定通过“瘦身健体”,专注于家庭消费产业,将有限的资源投身于更有成长性的赛道。财务层面,持续缩减债务规模,加强流动性管理,优化债务结构。 具体来看,复星加大了非战略性、非核心资产的退出力度,包括系统性处置钢铁板块资产,转让永安保险部分股权,沽清或大幅减持青岛啤酒、招金矿业、中山公用等。2022年,集团层面资产退出签约口径超过人民币400亿元,现金回流口径近人民币300亿元。这些举措,既带动了现金回流,又实现了产业聚焦。 下图是业绩会公布的最新的公司架构: 此前,市场对于复星的债务有质疑声,但从财报数据看","listText":"3月29日,复星国际发布了2022年度业绩,核心数据“有增有减”,市场各方看法不一。那么,复星国际的价值成色该如何看?我来简单聊一聊自己的理解。 财报显示,公司全年实现总收入人民币1753.9亿元,同比增长8.7%;归母净利润人民币5.4亿元,同比下滑94.7%。其中,净利润下滑主要由于去年国内疫情冲击和全球资本市场波动双重影响。 平心而论,我对复星国际的这个业绩并不感意外。2022年复杂的宏观环境是史上罕见的,企业很难独善其身,复星国际作为全球布局的平台类公司更是如此(所投标的公允价值缩水在所难免);而2021年100.8亿元人民币的净利润数据又过于亮眼,拉高了基数,导致这次不那么醒目。 细想一下不难发现,去年的疫情、美联储连续加息等影响,其实是“一过性”的,后续大概率不会重演了,对复星国际的业务基本面形成压制的因素也就消除。当你站在南极点时,无论怎么走都是向北,经历了一场“完美风暴”的复星国际,业绩已站上了新一轮增长的起点,只是增幅大小的问题罢了。 “经营四圣”稻盛和夫曾说:越是艰难,越是蜕变的机会。我觉得,复星国际做得最正确的事,就是在去年最低谷期抓住了蜕变的机会,为债务、业务的全面优化打牢了基础。 3月29日,郭广昌发出了一封挺坦诚的《致股东信》,他提到:这一年,公司决定通过“瘦身健体”,专注于家庭消费产业,将有限的资源投身于更有成长性的赛道。财务层面,持续缩减债务规模,加强流动性管理,优化债务结构。 具体来看,复星加大了非战略性、非核心资产的退出力度,包括系统性处置钢铁板块资产,转让永安保险部分股权,沽清或大幅减持青岛啤酒、招金矿业、中山公用等。2022年,集团层面资产退出签约口径超过人民币400亿元,现金回流口径近人民币300亿元。这些举措,既带动了现金回流,又实现了产业聚焦。 下图是业绩会公布的最新的公司架构: 此前,市场对于复星的债务有质疑声,但从财报数据看","text":"3月29日,复星国际发布了2022年度业绩,核心数据“有增有减”,市场各方看法不一。那么,复星国际的价值成色该如何看?我来简单聊一聊自己的理解。 财报显示,公司全年实现总收入人民币1753.9亿元,同比增长8.7%;归母净利润人民币5.4亿元,同比下滑94.7%。其中,净利润下滑主要由于去年国内疫情冲击和全球资本市场波动双重影响。 平心而论,我对复星国际的这个业绩并不感意外。2022年复杂的宏观环境是史上罕见的,企业很难独善其身,复星国际作为全球布局的平台类公司更是如此(所投标的公允价值缩水在所难免);而2021年100.8亿元人民币的净利润数据又过于亮眼,拉高了基数,导致这次不那么醒目。 细想一下不难发现,去年的疫情、美联储连续加息等影响,其实是“一过性”的,后续大概率不会重演了,对复星国际的业务基本面形成压制的因素也就消除。当你站在南极点时,无论怎么走都是向北,经历了一场“完美风暴”的复星国际,业绩已站上了新一轮增长的起点,只是增幅大小的问题罢了。 “经营四圣”稻盛和夫曾说:越是艰难,越是蜕变的机会。我觉得,复星国际做得最正确的事,就是在去年最低谷期抓住了蜕变的机会,为债务、业务的全面优化打牢了基础。 3月29日,郭广昌发出了一封挺坦诚的《致股东信》,他提到:这一年,公司决定通过“瘦身健体”,专注于家庭消费产业,将有限的资源投身于更有成长性的赛道。财务层面,持续缩减债务规模,加强流动性管理,优化债务结构。 具体来看,复星加大了非战略性、非核心资产的退出力度,包括系统性处置钢铁板块资产,转让永安保险部分股权,沽清或大幅减持青岛啤酒、招金矿业、中山公用等。2022年,集团层面资产退出签约口径超过人民币400亿元,现金回流口径近人民币300亿元。这些举措,既带动了现金回流,又实现了产业聚焦。 下图是业绩会公布的最新的公司架构: 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href=\"https://laohu8.com/S/IPO\">$Renaissance IPO ETF(IPO)$ </a>这个是做什么的","text":"$Renaissance IPO ETF(IPO)$ 这个是做什么的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625807274","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625807358,"gmtCreate":1676345716074,"gmtModify":1676345717374,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119292729111","authorIdStr":"3545119292729111"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>国内就是搞不出来这样的好产品","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>国内就是搞不出来这样的好产品","text":"$苹果(AAPL)$ 国内就是搞不出来这样的好产品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625807358","isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687580889,"gmtCreate":1661156207345,"gmtModify":1661156207345,"author":{"id":"3545119292729111","authorId":"3545119292729111","name":"花开在何时","avatar":"https://static.tigerbbs.com/82a5bf50dc3979302c5b692beea3b642","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119292729111","authorIdStr":"3545119292729111"},"themes":[],"htmlText":"财富管理和健康管理结合在一块可以说是强强联手吧?","listText":"财富管理和健康管理结合在一块可以说是强强联手吧?","text":"财富管理和健康管理结合在一块可以说是强强联手吧?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687580889","repostId":"687598200","repostType":1,"repost":{"id":687598200,"gmtCreate":1661146174302,"gmtModify":1661159030794,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483341938884489","authorIdStr":"3483341938884489"},"themes":[],"title":"大伙觉得财富管理与健康管理相结合会有怎样的火花?","htmlText":"预见市场机会随着外围欧美股市不断走高,各国金融市场有所跟风反弹,从近期的经济数据可以看到普遍向好,这也是带动股市行情企稳反弹的一个契机。一方面金融股开始突破上方压力位,具有区位优势的企业或将迎来估值修复。另一方面政策端在发行机制和交易机制方面的改革仍在持续,行业经营的政策环境持续向好,估值与成长趋势短期错配带来良好配置机遇,全球经济修复局势下看好金融投资板块。健康行业蓝海后疫情时代,社会公众一方面对健康的需求呈现持续增长态势。其中对健康产品和服务的需求也持续增长,呈现刚性特征,刺激健康产品和服务的消费已经成为优化国内消费结构的重要途径。另一方面,社会大众财富保值增值意愿增强。疫情的影响提升了个人及家庭资产配置中对负债端的谨慎,以及通过理财、保险等平滑消费、规避风险的需求,居民寻求财富保值增值的意愿愈加强烈。在这个背景下,如何将财富和健康市场蓝海有机结合起来,成为应该思考的重要问题。企业突围战略海银控股近期签署投资北京美力三生科技有限公司多数股权的最终协议,将业务扩展至快速增长的医疗健康管理领域。海银控股深耕财富管理行业16年以来,深谙高净值人群“财富”和“健康”两大核心需求,本次战略投资完成后,能更好地致力于客户的财富管理和医疗健康管理,在业内打造财富管理与健康管理相结合的新标杆。中国健康管理行业市场规模不断扩展,响应国策的同时,又能抵御不确定风险,大伙觉得财富管理与健康管理相结合会有怎样的火花?对未来财富管理行业有怎么样的期许?参考文章:《<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 战略投资美力三生科技以进一步拓展其高端医疗健康服务》https://www.laohu8.com/post/685799072《海银控股与慧甚(FactSet)联合发布全球大健康股票指数》htt","listText":"预见市场机会随着外围欧美股市不断走高,各国金融市场有所跟风反弹,从近期的经济数据可以看到普遍向好,这也是带动股市行情企稳反弹的一个契机。一方面金融股开始突破上方压力位,具有区位优势的企业或将迎来估值修复。另一方面政策端在发行机制和交易机制方面的改革仍在持续,行业经营的政策环境持续向好,估值与成长趋势短期错配带来良好配置机遇,全球经济修复局势下看好金融投资板块。健康行业蓝海后疫情时代,社会公众一方面对健康的需求呈现持续增长态势。其中对健康产品和服务的需求也持续增长,呈现刚性特征,刺激健康产品和服务的消费已经成为优化国内消费结构的重要途径。另一方面,社会大众财富保值增值意愿增强。疫情的影响提升了个人及家庭资产配置中对负债端的谨慎,以及通过理财、保险等平滑消费、规避风险的需求,居民寻求财富保值增值的意愿愈加强烈。在这个背景下,如何将财富和健康市场蓝海有机结合起来,成为应该思考的重要问题。企业突围战略海银控股近期签署投资北京美力三生科技有限公司多数股权的最终协议,将业务扩展至快速增长的医疗健康管理领域。海银控股深耕财富管理行业16年以来,深谙高净值人群“财富”和“健康”两大核心需求,本次战略投资完成后,能更好地致力于客户的财富管理和医疗健康管理,在业内打造财富管理与健康管理相结合的新标杆。中国健康管理行业市场规模不断扩展,响应国策的同时,又能抵御不确定风险,大伙觉得财富管理与健康管理相结合会有怎样的火花?对未来财富管理行业有怎么样的期许?参考文章:《<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 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