evence的个人主页 - 老虎社区

evence

evence

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2021-01-28

$AMC院线(AMC)$ 到底会不会看新闻银湖资本债转股认购了4440w股而且还是a类股等于多了一个大股东拿着多头这还不逼死空头？他13.5增发的等于是铁底了

2021-01-15

$波音(BA)$ 这次的财报应该亏损不少吧

2021-06-08

$老虎证券(TIGR)$ 增发650w ads 1个ads=15股就是增发9千万股？？现在流通股本才1亿等于增发1倍吗那股价不要腰斩50%了

2020-12-23

$老虎证券(TIGR)$ 今晚或者明天回调到6 快走吧

2021-01-29

$AMC院线(AMC)$ 加仓加仓铁底13,5

2021-06-18

对比喜茶奈雪还是太弱了

抱歉，原内容已删除

2021-01-19

$老虎证券(TIGR)$ 22号还有期权杀这周股价估计在13-15徘徊等下周吧

2021-06-12

老虎的版面看起来是最舒服的跟牛牛那种老年人版面确实不太一样

巫天华：身处黄金时代，老虎证券致力成为世界一流科技券商

2021-01-27

$AMC院线(AMC)$ 请问我购买为什么被系统撤销说是超过限制的10%

2021-02-12

$Sundial Growers Inc.(SNDL)$ 小明从小没有父亲为了感受父爱他买入了sndl 现在他终于知道跌的感觉了

2022-03-18

‌$老虎证券(TIGR)$‌请问现在老虎的官网是哪个？

2021-01-30

$AMC院线(AMC)$ 不要卖现在卖了空头会接的

2021-07-02

$Bitfarms Ltd.(BITF)$ 这股20倍以上没问题的立帖为证

2021-06-03

$AMC院线(AMC)$ 盘前不能买了什么情况

2021-01-30

$游戏驿站(GME)$ 高斯空头回补了撑住

2021-01-08

$小米集团-W(01810)$ 有内鬼终止交易

2021-08-20

小心被兔子割得你毛都不剩

头号主权基金重仓中国！1500亿瞄准十只“大票”

2021-07-29

肯定是啊 zf还没锤完会继续锤

抱歉，原内容已删除

2021-07-22

$恒大汽车(00708)$ 多涨点不涨怎么做空

2021-01-27

$AMC院线(AMC)$ 有人今天买到期权吗

去老虎APP查看更多动态

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遥遥领先","listText":"稳中向好 遥遥领先","text":"稳中向好 遥遥领先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231874607657080","repostId":"1170953722","repostType":4,"repost":{"id":"1170953722","pubTimestamp":1697594479,"share":"https://www.laohu8.com/m/news/1170953722?lang=&edition=full","pubTime":"2023-10-18 10:01","market":"sh","language":"zh","title":"国家统计局：前三季度GDP同比增长5.2%，三季度同比增长4.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170953722","media":"国家统计局","summary":"初步核算，前三季度国内生产总值913027亿元，按不变价格计算，同比增长5.2%。分季度看，一季度国内生产总值同比增长4.5%，二季度增长6.3%，三季度增长4.9%。从环比看，三季度国内生产总值增长1.3%。三季度末，生猪存栏44229万头，同比下降0.4%。9月份，社会消费品零售总额同比增长5.5%，比上月加快0.9个百分点，增速连续2个月加快；环比增长0.02%。对共建“一带一路”国家进出口增长3.1%，占进出口总额的比重为46.5%。","content":"<html><head></head><body><blockquote><p>初步核算，前三季度国内生产总值913027亿元，按不变价格计算，同比增长5.2%。分产业看，第一产业增加值56374亿元，同比增长4.0%；第二产业增加值353659亿元，增长4.4%；第三产业增加值502993亿元，增长6.0%。分季度看，一季度国内生产总值同比增长4.5%，二季度增长6.3%，三季度增长4.9%。从环比看，三季度国内生产总值增长1.3%<strong>。</strong></p></blockquote><p>前三季度，面对复杂严峻的国际环境和艰巨繁重的国内改革发展稳定任务，在以习近平同志为核心的党中央坚强领导下，各地区各部门坚决贯彻落实党中央、国务院决策部署，坚持稳中求进工作总基调，完整、准确、全面贯彻新发展理念，加快构建新发展格局，扎实推动高质量发展，精准有力实施宏观政策调控，着力扩大内需、提振信心、防范风险，国民经济持续恢复向好，生产供给稳步增加，市场需求持续扩大，就业物价总体改善，发展质量稳步提升，积极因素累积增多。</p><p style=\"text-align: start;\">初步核算，前三季度国内生产总值913027亿元，按不变价格计算，同比增长5.2%。分产业看，第一产业增加值56374亿元，同比增长4.0%；第二产业增加值353659亿元，增长4.4%；第三产业增加值502993亿元，增长6.0%。分季度看，一季度国内生产总值同比增长4.5%，二季度增长6.3%，三季度增长4.9%。从环比看，三季度国内生产总值增长1.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb37986041e4522ffb4d5d6a726ab713\" title=\"\" tg-width=\"579\" tg-height=\"264\"/></p><p style=\"text-align: start;\"><strong>一、农业生产形势总体良好，畜牧业平稳增长</strong></p><p style=\"text-align: start;\">前三季度，农业（种植业）增加值同比增长3.6%。全国夏粮产量14613万吨，比上年下降0.9%，产量居历史第二高位；早稻产量2834万吨，增长0.8%。秋粮播种面积稳中有增，长势总体正常，全国粮食有望再获丰收。前三季度，猪牛羊禽肉产量6974万吨，同比增长3.9%，其中猪肉、牛肉、羊肉、禽肉产量分别增长3.6%、5.0%、5.2%、4.0%；牛奶产量增长7.2%，禽蛋产量增长2.1%。三季度末，生猪存栏44229万头，同比下降0.4%。前三季度，生猪出栏53723万头，增长3.3%。</p><p style=\"text-align: start;\"><strong>二、工业生产恢复加快，装备制造业较快增长</strong></p><p style=\"text-align: start;\">前三季度，全国规模以上工业增加值同比增长4.0%，比上半年加快0.2个百分点。分三大门类看，采矿业增加值同比增长1.7%，制造业增长4.4%，电力、热力、燃气及水生产和供应业增长3.5%。装备制造业增加值增长6.0%，比全部规模以上工业快2.0个百分点。分经济类型看，国有控股企业增加值同比增长4.6%；股份制企业增长4.8%，外商及港澳台商投资企业增长0.5%；私营企业增长2.3%。分产品看，太阳能电池、充电桩、新能源汽车产量分别增长63.2%、34.2%、26.7%。9月份，规模以上工业增加值同比增长4.5%，增速与上月持平，比7月份加快0.8个百分点；环比增长0.36%。1-8月份，全国规模以上工业企业实现利润总额同比下降11.7%，降幅比上半年收窄5.1个百分点，其中8月份同比增长17.2%。9月份，制造业采购经理指数为50.2%，比上月上升0.5个百分点，企业生产经营活动预期指数为55.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eabf947a047c5094c4cdf7d244add60\" title=\"\" tg-width=\"567\" tg-height=\"262\"/></p><p style=\"text-align: start;\"><strong>三、服务业持续较快恢复，接触型聚集型服务业和现代服务业带动作用增强</strong></p><p style=\"text-align: start;\">前三季度，服务业增加值同比增长6.0%。其中，住宿和餐饮业，信息传输、软件和信息技术服务业，租赁和商务服务业，交通运输、仓储和邮政业，金融业增加值分别增长14.4%、12.1%、9.5%、7.5%、7.0%。9月份，服务业生产指数同比增长6.9%，比上月加快0.1个百分点，增速连续2个月回升。其中，住宿和餐饮业，信息传输、软件和信息技术服务业，交通运输、仓储和邮政业生产指数分别增长17.7%、11.3%、9.3%。1-8月份，全国规模以上服务业企业营业收入同比增长7.2%。9月份，服务业商务活动指数为50.9%，比上月上升0.4个百分点；业务活动预期指数为58.1%。其中，水上运输、邮政、电信广播电视及卫星传输服务、互联网软件及信息技术服务、货币金融服务等行业商务活动指数位于55.0%以上较高景气区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c9b19352ff5e84d86374c02de5b55b1\" title=\"\" tg-width=\"558\" tg-height=\"296\"/></p><p style=\"text-align: start;\"><strong>四、市场销售趋于活跃，服务消费增长较快</strong></p><p style=\"text-align: start;\">前三季度，社会消费品零售总额342107亿元，同比增长6.8%。按经营单位所在地分，城镇消费品零售额296410亿元，同比增长6.7%；乡村消费品零售额45697亿元，增长7.4%。按消费类型分，商品零售305002亿元，增长5.5%；餐饮收入37105亿元，增长18.7%。基本生活类商品销售稳定增长，限额以上单位服装鞋帽针纺织品类、粮油食品类商品零售额分别增长10.6%、5.3%。升级类商品销售较快增长，限额以上单位金银珠宝类、体育娱乐用品类、化妆品类商品零售额分别增长12.2%、8.3%、6.8%。全国网上零售额108198亿元，同比增长11.6%。其中，实物商品网上零售额90435亿元，增长8.9%，占社会消费品零售总额的比重为26.4%。9月份，社会消费品零售总额同比增长5.5%，比上月加快0.9个百分点，增速连续2个月加快；环比增长0.02%。前三季度，服务零售额同比增长18.9%。</p><p style=\"text-align: start;\"><strong>五、固定资产投资规模继续扩大，高技术产业投资持续较快增长</strong></p><p style=\"text-align: start;\">前三季度，全国固定资产投资（不含农户）375035亿元，同比增长3.1%；扣除价格因素影响，同比增长6.0%。分领域看，基础设施投资同比增长6.2%，制造业投资增长6.2%，房地产开发投资下降9.1%。全国商品房销售面积84806万平方米，同比下降7.5%；商品房销售额89070亿元，下降4.6%。分产业看，第一产业投资同比下降1.0%，第二产业投资增长9.0%，第三产业投资增长0.7%。民间投资下降0.6%；扣除房地产开发投资，民间投资同比增长9.1%。高技术产业投资同比增长11.4%，其中高技术制造业和高技术服务业投资分别增长11.3%、11.8%。高技术制造业中，航空、航天器及设备制造业，医疗仪器设备及仪器仪表制造业投资分别增长20.7%、17.0%；高技术服务业中，科技成果转化服务业、专业技术服务业投资分别增长38.8%、29.6%。9月份，固定资产投资（不含农户）环比增长0.15%。</p><p style=\"text-align: start;\"><strong>六、货物进出口总体平稳，贸易结构持续优化</strong></p><p style=\"text-align: start;\">前三季度，货物进出口总额308021亿元，同比下降0.2%。其中，出口176025亿元，增长0.6%；进口131996亿元，下降1.2%。进出口相抵，贸易顺差44029亿元。民营企业进出口增长6.1%，占进出口总额的比重为53.1%。对共建“一带一路”国家进出口增长3.1%，占进出口总额的比重为46.5%。机电产品出口增长3.3%，占出口总额比重为58.3%，比上年同期提高1.5个百分点。9月份，进出口总额37425亿元，同比下降0.7%；环比连续2个月增长。其中，出口21506亿元，同比下降0.6%；进口15919亿元，下降0.8%。</p><p style=\"text-align: start;\"><strong>七、居民消费价格温和上涨，工业生产者价格降幅连续收窄</strong></p><p style=\"text-align: start;\">前三季度，全国居民消费价格（CPI）同比上涨0.4%。分类别看，食品烟酒价格上涨1.1%，衣着价格上涨0.9%，居住价格下降0.1%，生活用品及服务价格上涨0.2%，交通通信价格下降2.4%，教育文化娱乐价格上涨1.9%，医疗保健价格上涨1.1%，其他用品及服务价格上涨3.2%。在食品烟酒价格中，猪肉价格下降6.8%，鲜菜价格下降3.1%，粮食价格上涨1.2%，鲜果价格上涨6.0%。扣除食品和能源价格后的核心CPI同比上涨0.7%。9月份，全国居民消费价格同比持平，环比上涨0.2%。</p><p style=\"text-align: start;\">前三季度，全国工业生产者出厂价格同比下降3.1%。其中，9月份同比下降2.5%，降幅比上月收窄0.5个百分点，环比上涨0.4%。前三季度，工业生产者购进价格同比下降3.6%。其中，9月份同比下降3.6%，降幅比上月收窄1.0个百分点，环比上涨0.6%。</p><p style=\"text-align: start;\"><strong>八、就业形势总体平稳，城镇调查失业率下降</strong></p><p style=\"text-align: start;\">前三季度，全国城镇调查失业率平均值为5.3%。9月份，全国城镇调查失业率为5.0%，比上月下降0.2个百分点，连续2个月下降。本地户籍劳动力调查失业率为5.1%；外来户籍劳动力调查失业率为4.9%，其中外来农业户籍劳动力调查失业率为4.7%。31个大城市城镇调查失业率为5.2%，比上月下降0.1个百分点。全国企业就业人员周平均工作时间为48.8小时。三季度末，外出务工农村劳动力总量18774万人，同比增长2.8%。</p><p style=\"text-align: start;\"><strong>九、居民收入稳步增长，农村居民收入增速快于城镇居民</strong></p><p style=\"text-align: start;\">前三季度，全国居民人均可支配收入29398元，同比名义增长6.3%；扣除价格因素实际增长5.9%，比上半年加快0.1个百分点。按常住地分，城镇居民人均可支配收入39428元，同比名义增长5.2%，实际增长4.7%；农村居民人均可支配收入15705元，同比名义增长7.6%，实际增长7.3%。从收入来源看，全国居民人均工资性收入、经营净收入、财产净收入、转移净收入分别名义增长6.8%、6.7%、3.7%、5.8%。全国居民人均可支配收入中位数24528元，同比名义增长5.4%。</p><p style=\"text-align: start;\">总的来看，前三季度国民经济持续恢复向好，高质量发展扎实推进，为实现全年发展目标打下了坚实基础。但也要看到，外部环境更趋复杂严峻，国内需求仍显不足，经济回升向好基础仍需巩固。下阶段，要坚持以习近平新时代中国特色社会主义思想为指导，坚持稳中求进工作总基调，完整、准确、全面贯彻新发展理念，围绕高质量发展这个首要任务和构建新发展格局这个战略任务，着力扩大国内有效需求，着力激发经营主体活力，抓好已出台政策落实显效，不断推动经济运行持续好转、内生动力持续增强、社会预期持续改善、风险隐患持续化解，努力实现全年经济社会发展目标。</p><p style=\"text-align: start;\"><strong>附注</strong></p><p style=\"text-align: start;\">（1）国内生产总值及其分类项目增长速度按不变价计算，规模以上工业增加值及其分类项目增长速度按可比价计算，均为实际增长速度；其他指标除特殊说明外，按现价计算，为名义增长速度。</p><p style=\"text-align: start;\">（2）根据季节调整模型自动修正结果，对近一年来各期国内生产总值、规模以上工业增加值、固定资产投资（不含农户）、社会消费品零售总额环比增速进行修订。修订结果及2023年三季度GDP环比数据、2023年9月份其他指标环比数据如下：</p><p style=\"text-align: start;\">2022年各季度及2023年一季度、二季度、三季度GDP环比增速分别为0.8%、-2.3%、3.7%、0.8%、2.3%、0.5%和1.3%。</p><p style=\"text-align: start;\">（3）规模以上工业的统计范围为年主营业务收入2000万元及以上的工业企业。</p><p style=\"text-align: start;\">由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比增长速度所采用的同期数与本期的企业统计范围尽可能相一致，和上年公布的数据存在口径差异。主要原因：一是统计单位范围发生变化。每年有部分企业达到规模纳入调查范围，也有部分企业因规模变小退出调查范围，还有新建投产企业、破产、注（吊）销企业等影响。二是部分企业集团（公司）产品产量数据存在跨地区重复统计现象，根据专项调查对企业集团（公司）跨地区重复产量进行了剔重。</p><p style=\"text-align: start;\">（4）服务业生产指数是指剔除价格因素后，服务业报告期相对于基期的产出变化。</p><p style=\"text-align: start;\">（5）社会消费品零售总额统计范围是从事商品零售活动或提供餐饮服务的法人企业、产业活动单位和个体户。其中，限额以上单位是指年主营业务收入2000万元及以上的批发业企业（单位、个体户）、500万元及以上的零售业企业（单位、个体户）、200万元及以上的住宿和餐饮业企业（单位、个体户）。</p><p style=\"text-align: start;\">由于限额以上批发和零售业、住宿和餐饮业企业（单位、个体户）范围每年发生变化，为保证本年数据与上年可比，计算限额以上单位消费品零售额等各项指标同比增长速度所采用的同期数与本期的企业（单位、个体户）统计范围相一致，和上年公布的数据存在口径差异。主要原因是每年都有部分企业（单位、个体户）达到限额标准纳入调查范围，同时也有部分企业（单位、个体户）因规模变小达不到限额标准退出调查范围，还有新开业企业、破产、注（吊）销企业（单位、个体户）的影响。</p><p style=\"text-align: start;\">网上零售额是指通过公共网络交易平台（包括自建网站和第三方平台）实现的商品和服务零售额之和。商品和服务包括实物商品和非实物商品（如虚拟商品、服务类商品等）。</p><p style=\"text-align: start;\">社会消费品零售总额包括实物商品网上零售额，不包括非实物商品网上零售额。</p><p style=\"text-align: start;\">（6）服务零售额指企业（产业活动单位、个体户）以交易形式直接提供给个人和其他单位非生产、非经营用的服务价值总和，旨在反映服务提供方以货币形式销售的属于消费的服务价值，包括交通、住宿、餐饮、教育、卫生、体育、娱乐等领域服务活动的零售额。</p><p style=\"text-align: start;\">（7）固定资产投资增速按可比口径计算。</p><p style=\"text-align: start;\">（8）就业人员是指16周岁及以上，有劳动能力，为取得劳动报酬或经营收入而从事一定社会劳动的人员。</p><p style=\"text-align: start;\">（9）全国居民人均可支配收入中位数是指将所有调查户按人均可支配收入水平从低到高顺序排列，处于最中间位置的调查户的人均可支配收入。</p><p style=\"text-align: start;\">（10）进出口数据来源于海关总署。</p><p style=\"text-align: start;\">（11）部分数据因四舍五入，存在总计与分项合计不等的情况。</p><p style=\"text-align: start;\"><strong>附表</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79cb4c75ceadbf2d141fd1240d9ceaee\" tg-width=\"695\" tg-height=\"3673\"/></p><p><br/></p></body></html>","source":"gjtjj","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>国家统计局：前三季度GDP同比增长5.2%，三季度同比增长4.9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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; 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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国家统计局：前三季度GDP同比增长5.2%，三季度同比增长4.9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-18 10:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.stats.gov.cn/sj/zxfb/202310/t20231018_1943658.html><strong>国家统计局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>初步核算，前三季度国内生产总值913027亿元，按不变价格计算，同比增长5.2%。分产业看，第一产业增加值56374亿元，同比增长4.0%；第二产业增加值353659亿元，增长4.4%；第三产业增加值502993亿元，增长6.0%。分季度看，一季度国内生产总值同比增长4.5%，二季度增长6.3%，三季度增长4.9%。从环比看，三季度国内生产总值增长1.3%。前三季度，面对复杂严峻的国际环境和艰巨...</p>\n\n<a href=\"http://www.stats.gov.cn/sj/zxfb/202310/t20231018_1943658.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c8bc1fe0be333fe423f7c0c262d5319","relate_stocks":{},"source_url":"http://www.stats.gov.cn/sj/zxfb/202310/t20231018_1943658.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170953722","content_text":"初步核算，前三季度国内生产总值913027亿元，按不变价格计算，同比增长5.2%。分产业看，第一产业增加值56374亿元，同比增长4.0%；第二产业增加值353659亿元，增长4.4%；第三产业增加值502993亿元，增长6.0%。分季度看，一季度国内生产总值同比增长4.5%，二季度增长6.3%，三季度增长4.9%。从环比看，三季度国内生产总值增长1.3%。前三季度，面对复杂严峻的国际环境和艰巨繁重的国内改革发展稳定任务，在以习近平同志为核心的党中央坚强领导下，各地区各部门坚决贯彻落实党中央、国务院决策部署，坚持稳中求进工作总基调，完整、准确、全面贯彻新发展理念，加快构建新发展格局，扎实推动高质量发展，精准有力实施宏观政策调控，着力扩大内需、提振信心、防范风险，国民经济持续恢复向好，生产供给稳步增加，市场需求持续扩大，就业物价总体改善，发展质量稳步提升，积极因素累积增多。初步核算，前三季度国内生产总值913027亿元，按不变价格计算，同比增长5.2%。分产业看，第一产业增加值56374亿元，同比增长4.0%；第二产业增加值353659亿元，增长4.4%；第三产业增加值502993亿元，增长6.0%。分季度看，一季度国内生产总值同比增长4.5%，二季度增长6.3%，三季度增长4.9%。从环比看，三季度国内生产总值增长1.3%。一、农业生产形势总体良好，畜牧业平稳增长前三季度，农业（种植业）增加值同比增长3.6%。全国夏粮产量14613万吨，比上年下降0.9%，产量居历史第二高位；早稻产量2834万吨，增长0.8%。秋粮播种面积稳中有增，长势总体正常，全国粮食有望再获丰收。前三季度，猪牛羊禽肉产量6974万吨，同比增长3.9%，其中猪肉、牛肉、羊肉、禽肉产量分别增长3.6%、5.0%、5.2%、4.0%；牛奶产量增长7.2%，禽蛋产量增长2.1%。三季度末，生猪存栏44229万头，同比下降0.4%。前三季度，生猪出栏53723万头，增长3.3%。二、工业生产恢复加快，装备制造业较快增长前三季度，全国规模以上工业增加值同比增长4.0%，比上半年加快0.2个百分点。分三大门类看，采矿业增加值同比增长1.7%，制造业增长4.4%，电力、热力、燃气及水生产和供应业增长3.5%。装备制造业增加值增长6.0%，比全部规模以上工业快2.0个百分点。分经济类型看，国有控股企业增加值同比增长4.6%；股份制企业增长4.8%，外商及港澳台商投资企业增长0.5%；私营企业增长2.3%。分产品看，太阳能电池、充电桩、新能源汽车产量分别增长63.2%、34.2%、26.7%。9月份，规模以上工业增加值同比增长4.5%，增速与上月持平，比7月份加快0.8个百分点；环比增长0.36%。1-8月份，全国规模以上工业企业实现利润总额同比下降11.7%，降幅比上半年收窄5.1个百分点，其中8月份同比增长17.2%。9月份，制造业采购经理指数为50.2%，比上月上升0.5个百分点，企业生产经营活动预期指数为55.5%。三、服务业持续较快恢复，接触型聚集型服务业和现代服务业带动作用增强前三季度，服务业增加值同比增长6.0%。其中，住宿和餐饮业，信息传输、软件和信息技术服务业，租赁和商务服务业，交通运输、仓储和邮政业，金融业增加值分别增长14.4%、12.1%、9.5%、7.5%、7.0%。9月份，服务业生产指数同比增长6.9%，比上月加快0.1个百分点，增速连续2个月回升。其中，住宿和餐饮业，信息传输、软件和信息技术服务业，交通运输、仓储和邮政业生产指数分别增长17.7%、11.3%、9.3%。1-8月份，全国规模以上服务业企业营业收入同比增长7.2%。9月份，服务业商务活动指数为50.9%，比上月上升0.4个百分点；业务活动预期指数为58.1%。其中，水上运输、邮政、电信广播电视及卫星传输服务、互联网软件及信息技术服务、货币金融服务等行业商务活动指数位于55.0%以上较高景气区间。四、市场销售趋于活跃，服务消费增长较快前三季度，社会消费品零售总额342107亿元，同比增长6.8%。按经营单位所在地分，城镇消费品零售额296410亿元，同比增长6.7%；乡村消费品零售额45697亿元，增长7.4%。按消费类型分，商品零售305002亿元，增长5.5%；餐饮收入37105亿元，增长18.7%。基本生活类商品销售稳定增长，限额以上单位服装鞋帽针纺织品类、粮油食品类商品零售额分别增长10.6%、5.3%。升级类商品销售较快增长，限额以上单位金银珠宝类、体育娱乐用品类、化妆品类商品零售额分别增长12.2%、8.3%、6.8%。全国网上零售额108198亿元，同比增长11.6%。其中，实物商品网上零售额90435亿元，增长8.9%，占社会消费品零售总额的比重为26.4%。9月份，社会消费品零售总额同比增长5.5%，比上月加快0.9个百分点，增速连续2个月加快；环比增长0.02%。前三季度，服务零售额同比增长18.9%。五、固定资产投资规模继续扩大，高技术产业投资持续较快增长前三季度，全国固定资产投资（不含农户）375035亿元，同比增长3.1%；扣除价格因素影响，同比增长6.0%。分领域看，基础设施投资同比增长6.2%，制造业投资增长6.2%，房地产开发投资下降9.1%。全国商品房销售面积84806万平方米，同比下降7.5%；商品房销售额89070亿元，下降4.6%。分产业看，第一产业投资同比下降1.0%，第二产业投资增长9.0%，第三产业投资增长0.7%。民间投资下降0.6%；扣除房地产开发投资，民间投资同比增长9.1%。高技术产业投资同比增长11.4%，其中高技术制造业和高技术服务业投资分别增长11.3%、11.8%。高技术制造业中，航空、航天器及设备制造业，医疗仪器设备及仪器仪表制造业投资分别增长20.7%、17.0%；高技术服务业中，科技成果转化服务业、专业技术服务业投资分别增长38.8%、29.6%。9月份，固定资产投资（不含农户）环比增长0.15%。六、货物进出口总体平稳，贸易结构持续优化前三季度，货物进出口总额308021亿元，同比下降0.2%。其中，出口176025亿元，增长0.6%；进口131996亿元，下降1.2%。进出口相抵，贸易顺差44029亿元。民营企业进出口增长6.1%，占进出口总额的比重为53.1%。对共建“一带一路”国家进出口增长3.1%，占进出口总额的比重为46.5%。机电产品出口增长3.3%，占出口总额比重为58.3%，比上年同期提高1.5个百分点。9月份，进出口总额37425亿元，同比下降0.7%；环比连续2个月增长。其中，出口21506亿元，同比下降0.6%；进口15919亿元，下降0.8%。七、居民消费价格温和上涨，工业生产者价格降幅连续收窄前三季度，全国居民消费价格（CPI）同比上涨0.4%。分类别看，食品烟酒价格上涨1.1%，衣着价格上涨0.9%，居住价格下降0.1%，生活用品及服务价格上涨0.2%，交通通信价格下降2.4%，教育文化娱乐价格上涨1.9%，医疗保健价格上涨1.1%，其他用品及服务价格上涨3.2%。在食品烟酒价格中，猪肉价格下降6.8%，鲜菜价格下降3.1%，粮食价格上涨1.2%，鲜果价格上涨6.0%。扣除食品和能源价格后的核心CPI同比上涨0.7%。9月份，全国居民消费价格同比持平，环比上涨0.2%。前三季度，全国工业生产者出厂价格同比下降3.1%。其中，9月份同比下降2.5%，降幅比上月收窄0.5个百分点，环比上涨0.4%。前三季度，工业生产者购进价格同比下降3.6%。其中，9月份同比下降3.6%，降幅比上月收窄1.0个百分点，环比上涨0.6%。八、就业形势总体平稳，城镇调查失业率下降前三季度，全国城镇调查失业率平均值为5.3%。9月份，全国城镇调查失业率为5.0%，比上月下降0.2个百分点，连续2个月下降。本地户籍劳动力调查失业率为5.1%；外来户籍劳动力调查失业率为4.9%，其中外来农业户籍劳动力调查失业率为4.7%。31个大城市城镇调查失业率为5.2%，比上月下降0.1个百分点。全国企业就业人员周平均工作时间为48.8小时。三季度末，外出务工农村劳动力总量18774万人，同比增长2.8%。九、居民收入稳步增长，农村居民收入增速快于城镇居民前三季度，全国居民人均可支配收入29398元，同比名义增长6.3%；扣除价格因素实际增长5.9%，比上半年加快0.1个百分点。按常住地分，城镇居民人均可支配收入39428元，同比名义增长5.2%，实际增长4.7%；农村居民人均可支配收入15705元，同比名义增长7.6%，实际增长7.3%。从收入来源看，全国居民人均工资性收入、经营净收入、财产净收入、转移净收入分别名义增长6.8%、6.7%、3.7%、5.8%。全国居民人均可支配收入中位数24528元，同比名义增长5.4%。总的来看，前三季度国民经济持续恢复向好，高质量发展扎实推进，为实现全年发展目标打下了坚实基础。但也要看到，外部环境更趋复杂严峻，国内需求仍显不足，经济回升向好基础仍需巩固。下阶段，要坚持以习近平新时代中国特色社会主义思想为指导，坚持稳中求进工作总基调，完整、准确、全面贯彻新发展理念，围绕高质量发展这个首要任务和构建新发展格局这个战略任务，着力扩大国内有效需求，着力激发经营主体活力，抓好已出台政策落实显效，不断推动经济运行持续好转、内生动力持续增强、社会预期持续改善、风险隐患持续化解，努力实现全年经济社会发展目标。附注（1）国内生产总值及其分类项目增长速度按不变价计算，规模以上工业增加值及其分类项目增长速度按可比价计算，均为实际增长速度；其他指标除特殊说明外，按现价计算，为名义增长速度。（2）根据季节调整模型自动修正结果，对近一年来各期国内生产总值、规模以上工业增加值、固定资产投资（不含农户）、社会消费品零售总额环比增速进行修订。修订结果及2023年三季度GDP环比数据、2023年9月份其他指标环比数据如下：2022年各季度及2023年一季度、二季度、三季度GDP环比增速分别为0.8%、-2.3%、3.7%、0.8%、2.3%、0.5%和1.3%。（3）规模以上工业的统计范围为年主营业务收入2000万元及以上的工业企业。由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比增长速度所采用的同期数与本期的企业统计范围尽可能相一致，和上年公布的数据存在口径差异。主要原因：一是统计单位范围发生变化。每年有部分企业达到规模纳入调查范围，也有部分企业因规模变小退出调查范围，还有新建投产企业、破产、注（吊）销企业等影响。二是部分企业集团（公司）产品产量数据存在跨地区重复统计现象，根据专项调查对企业集团（公司）跨地区重复产量进行了剔重。（4）服务业生产指数是指剔除价格因素后，服务业报告期相对于基期的产出变化。（5）社会消费品零售总额统计范围是从事商品零售活动或提供餐饮服务的法人企业、产业活动单位和个体户。其中，限额以上单位是指年主营业务收入2000万元及以上的批发业企业（单位、个体户）、500万元及以上的零售业企业（单位、个体户）、200万元及以上的住宿和餐饮业企业（单位、个体户）。由于限额以上批发和零售业、住宿和餐饮业企业（单位、个体户）范围每年发生变化，为保证本年数据与上年可比，计算限额以上单位消费品零售额等各项指标同比增长速度所采用的同期数与本期的企业（单位、个体户）统计范围相一致，和上年公布的数据存在口径差异。主要原因是每年都有部分企业（单位、个体户）达到限额标准纳入调查范围，同时也有部分企业（单位、个体户）因规模变小达不到限额标准退出调查范围，还有新开业企业、破产、注（吊）销企业（单位、个体户）的影响。网上零售额是指通过公共网络交易平台（包括自建网站和第三方平台）实现的商品和服务零售额之和。商品和服务包括实物商品和非实物商品（如虚拟商品、服务类商品等）。社会消费品零售总额包括实物商品网上零售额，不包括非实物商品网上零售额。（6）服务零售额指企业（产业活动单位、个体户）以交易形式直接提供给个人和其他单位非生产、非经营用的服务价值总和，旨在反映服务提供方以货币形式销售的属于消费的服务价值，包括交通、住宿、餐饮、教育、卫生、体育、娱乐等领域服务活动的零售额。（7）固定资产投资增速按可比口径计算。（8）就业人员是指16周岁及以上，有劳动能力，为取得劳动报酬或经营收入而从事一定社会劳动的人员。（9）全国居民人均可支配收入中位数是指将所有调查户按人均可支配收入水平从低到高顺序排列，处于最中间位置的调查户的人均可支配收入。（10）进出口数据来源于海关总署。（11）部分数据因四舍五入，存在总计与分项合计不等的情况。附表","news_type":1},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197739729141776,"gmtCreate":1689305989874,"gmtModify":1689305990950,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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class=\"h-time\">2023-03-09 11:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间3月8日，在法拉第未来2022年第四季度财报电话议上，<b>有投资者询问FF是否获得了在美国销售车辆的资质，FF高层回应称“不是100%”。</b></p><p>他解释说，“目前车辆测试仍在进行中，部分结果会在本月出来，还有部分结果下个月才有结果。但是在下个月开启交付前，所有的美国要求的FMVSS（美国《联邦机动车安全标准》缩写）都必须要完成。”</p><p>至于在中国市场的销售资质，FF高层则表示，一旦美国开启交付，就会加速在中国市场的交付进程，FF同样正在计划开启在中国“法律法规相关的申请”。</p><p>FF重申，计划在3月30日开始生产FF 91，在投资人资金如期到位后，首批车辆将于4月底前向首批用户交付。（澎湃）</p><p><img src=\"https://static.tigerbbs.com/013eb08aea6cd63c8160a1d5dffd2088\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday 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问题现在都卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624053744","repostId":"2311894126","repostType":4,"repost":{"id":"2311894126","pubTimestamp":1676851557,"share":"https://www.laohu8.com/m/news/2311894126?lang=&edition=full","pubTime":"2023-02-20 08:05","market":"sh","language":"zh","title":"美国“大空头”，狂扫中概股！","url":"https://stock-news.laohu8.com/highlight/detail?id=2311894126","media":"中国证券报","summary":"美股持仓文件披露完毕，资管巨头的动向水落石出。","content":"<div>\n<p>2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/468fad6959bf869d187e8f577559a4ab","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-SW","JD":"京东","TTTN":"老虎中美互联网巨头ETF","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2311894126","content_text":"2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新持股信息显示，2022年四季度，这位曾在2008年准确预测金融危机的“大空头”，买入5万股阿里巴巴，7.5万股京东。这两笔投资成为Michael Burry去年年末最大的投资动作之一。Scion资管2022年四季度买入较多的美股来源：Whalewisdom.comWind数据显示，2022年四季度，中概股迎来大幅反弹。拼多多股价上涨逾34%，阿里巴巴反弹超过10%。2022年11月至年末，京东股价则上涨超过50%。美国市场人士分析认为，Michael Burry作为一位嗅觉敏锐的价值投资者，在中国复苏的大背景下，或看到这两只中概股股票超卖后的确定性。全球资金追逐中概股“大空头”不是唯一一位对中概股表现出兴趣的投资人。2022年四季度，老牌投资机构柏基投资大手笔增持拼多多、蔚来。高毅资产管理国际前十大重仓股中，中概股占8席，新进买入阿里巴巴和网易。景林资产也大幅加仓拼多多、京东。此外，高瓴旗下HHLR Advisors也对包括阿里巴巴、京东、拼多多在内的11只中概股进行了加仓。在HHLR去年四季度末的全部美股持仓中，中概股合计持有市值占比接近70%。在科技投资方向上，HHLR对微软继续增持2.37万股，持仓数量环比增加15%。此外，全球著名国际矿业公司自由港麦克莫兰首次进入HHLR十大重仓股。资料显示，HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理平台，由独立的二级市场投资团队负责管理和运营。巴菲特抛售台积电同期，巴菲特旗下投资机构伯克希尔·哈撒韦也披露了美股最新持仓。数据显示，巴菲特在2022年四季度大举减持台积电，卖出近5177万股，持股数量环比减少86%。值得注意的是，巴菲特在2022年三季度对台积电首次建仓，持股数量达6006万股。受此消息影响，台积电股票盘后跌超5%。值得一提的是，看衰芯片股的还有全球最大对冲基金桥水。桥水基金在去年四季度清仓了AMD、美光科技，英伟达三只美国芯片巨头，德州仪器等芯片产业链相关的多只个股也被抛售一空。此外，“股神”还大幅减持了金融板块。巴菲特对美国纽约银行梅隆公司、美国合众银行的持股数量环比减少59%、91%，还减持了20万股盟友金融公司。此外，减持此前的心头好雪佛龙、动视暴雪。增持方面，2022年四季度，巴菲特仅买入三股，分别是苹果、美国建材公司路易斯安那太平洋公司、好莱坞制片公司派拉蒙环球。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618257209,"gmtCreate":1651065920512,"gmtModify":1651065920512,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"腾讯有难 八方点赞","listText":"腾讯有难 八方点赞","text":"腾讯有难 八方点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618257209","repostId":"1108235231","repostType":4,"repost":{"id":"1108235231","pubTimestamp":1651052652,"share":"https://www.laohu8.com/m/news/1108235231?lang=&edition=full","pubTime":"2022-04-27 17:44","market":"hk","language":"zh","title":"《计算机世界》今起停工停业，曾刊发《“狗日的”腾讯》","url":"https://stock-news.laohu8.com/highlight/detail?id=1108235231","media":"传媒见闻","summary":"2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。","content":"<html><head></head><body><p>“中国IT史，半部看计世。”2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。这意味着，这一由美国IDG公司与中方合资创办的首份报刊，没能做到去年6月纸质停刊所宣称的那样——以“升维”的方式踏上数字传媒时代新征程，反倒是燃油耗尽，不幸结束了自己一生的征程。</p><p>《计算机世界》在通知中写明了具体原因：自新冠疫情爆发至今，公司持续严重亏损。截至今年初，公司现金流断绝，已经无力支付员工工资及其他运营费用，甚至连员工的社保公积金费用都是靠多方借款垫资缴纳。公司的外地关联单位被冻结账户，深陷纠纷，导致法人长期滞留外地，也进一步加剧了公司的危机。</p><p><img src=\"https://static.tigerbbs.com/2570f104d70315088bd23537af674959\" tg-width=\"550\" tg-height=\"733\" referrerpolicy=\"no-referrer\"/></p><p>欠薪的员工纷纷离职并发起劳动仲裁，目前等待劳动仲裁开庭的就有近10起案例。个别员工选择劳动监察大队投诉，但当劳动监察人员了解公司情况后，也只是表示近两年类似的企业非常多，即便部门发出责令企业补发工资的公文，也解决不了企业没有资金的问题。</p><p>“我们看不到疫情结束的可能，看不到公司扭亏的希望。”为此，《计算机世界》不得不决定，自2022年4月27日起停工停业，全体员工安排待岗，待岗期间公司支付生活费（最低工资的70%），公司后续拟设法以转租办公室等方式获取资金以努力补发员工工资及待岗生活费。同时，《计算机世界》号召员工待岗期间，帮助公司追回客户单位业务款项，如能回款的将优先补发工资、待岗生活费。</p><p>资料显示，《计算机世界》创刊于1980年，有着辉煌的历史。该刊物曾一度位列全国报业十强，也曾是中国最厚的报纸，在2000年初售价1.5元，因为销量炙手可热广告投放量极大，长期保持300多个版面。当时甚至有这样一种有趣的说法，“买一份《计算机世界》即便是原封不动当废品卖，也能赚回1.5元的购买成本。”</p><p>一位媒体圈的老前辈对传媒见闻感叹道，《计算机世界》创刊四十余年来，曾刊登过不计其数的重磅报道，老一辈IT人都是这本杂志的读者，最让人印象深刻的，非那篇《“狗日的”腾讯》莫属。</p><p><img src=\"https://static.tigerbbs.com/24ec70b211294c537f27467044738c5e\" tg-width=\"550\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>据了解，《“狗日的”腾讯》是《计算机世界》刊发于2010年7月的一篇封面头条文章，文中把腾讯作为互联网公敌进行批判，将互联网商业竞争写成了不可调和的恩怨情仇，详细叙述了联众、奇虎、360等公司与腾讯之间的爱恨纠葛。</p><p>由于标题与内容太过于刺激，《计算机世界》后来与腾讯之间进行了一次“你来我往”的斗争，但让人摸不着头脑的是，在《计算机世界》回应腾讯的十余天后，该刊物发表致歉声明，称文章使用标题语言及图片不妥，缺少应有的公允、严谨和标准，对腾讯造成了不良影响。</p><p><img src=\"https://static.tigerbbs.com/77ecb5b8a87dac95c19ec43c639a4cfd\" tg-width=\"550\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>尽管如此，《计算机世界》的这一次大胆行为仍然挑起了传媒领域的重视。《羊城晚报》当时的一篇评论就如此说：《狗日的腾讯》洋洋洒洒几千字的文章，并不尽然都是针锋相对、刀刃相向的，但却在文章最重要的题眼位置骂出了这么一句脏话，并且作为一期杂志封面，实在是史无前例。</p><p>如今，当这份重量级报刊停工停业的消息传来，不少网友发出感叹：“一个《计算机世界》，一个《电脑报》，是我们永远的记忆。”</p></body></html>","source":"lsy1651052786390","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>《计算机世界》今起停工停业，曾刊发《“狗日的”腾讯》</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《计算机世界》今起停工停业，曾刊发《“狗日的”腾讯》\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 17:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MY5_0r0cfrICuayJbl8z2Q><strong>传媒见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“中国IT史，半部看计世。”2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。这意味着，这一由美国IDG公司与中方合资创办的首份报刊，没能做到去年6月纸质停刊所宣称的那样——以“升维”的方式踏上数字传媒时代新征程，反倒是燃油耗尽，不幸结束了自己一生的征程。《计算机世界》在通知中写明了具体原因：自新冠疫情爆发至今，公司持续严重亏损。截至今年初，公司现金流断绝，已经无力...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MY5_0r0cfrICuayJbl8z2Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/33ba684a08996d460a16a865b7650969","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/MY5_0r0cfrICuayJbl8z2Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108235231","content_text":"“中国IT史，半部看计世。”2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。这意味着，这一由美国IDG公司与中方合资创办的首份报刊，没能做到去年6月纸质停刊所宣称的那样——以“升维”的方式踏上数字传媒时代新征程，反倒是燃油耗尽，不幸结束了自己一生的征程。《计算机世界》在通知中写明了具体原因：自新冠疫情爆发至今，公司持续严重亏损。截至今年初，公司现金流断绝，已经无力支付员工工资及其他运营费用，甚至连员工的社保公积金费用都是靠多方借款垫资缴纳。公司的外地关联单位被冻结账户，深陷纠纷，导致法人长期滞留外地，也进一步加剧了公司的危机。欠薪的员工纷纷离职并发起劳动仲裁，目前等待劳动仲裁开庭的就有近10起案例。个别员工选择劳动监察大队投诉，但当劳动监察人员了解公司情况后，也只是表示近两年类似的企业非常多，即便部门发出责令企业补发工资的公文，也解决不了企业没有资金的问题。“我们看不到疫情结束的可能，看不到公司扭亏的希望。”为此，《计算机世界》不得不决定，自2022年4月27日起停工停业，全体员工安排待岗，待岗期间公司支付生活费（最低工资的70%），公司后续拟设法以转租办公室等方式获取资金以努力补发员工工资及待岗生活费。同时，《计算机世界》号召员工待岗期间，帮助公司追回客户单位业务款项，如能回款的将优先补发工资、待岗生活费。资料显示，《计算机世界》创刊于1980年，有着辉煌的历史。该刊物曾一度位列全国报业十强，也曾是中国最厚的报纸，在2000年初售价1.5元，因为销量炙手可热广告投放量极大，长期保持300多个版面。当时甚至有这样一种有趣的说法，“买一份《计算机世界》即便是原封不动当废品卖，也能赚回1.5元的购买成本。”一位媒体圈的老前辈对传媒见闻感叹道，《计算机世界》创刊四十余年来，曾刊登过不计其数的重磅报道，老一辈IT人都是这本杂志的读者，最让人印象深刻的，非那篇《“狗日的”腾讯》莫属。据了解，《“狗日的”腾讯》是《计算机世界》刊发于2010年7月的一篇封面头条文章，文中把腾讯作为互联网公敌进行批判，将互联网商业竞争写成了不可调和的恩怨情仇，详细叙述了联众、奇虎、360等公司与腾讯之间的爱恨纠葛。由于标题与内容太过于刺激，《计算机世界》后来与腾讯之间进行了一次“你来我往”的斗争，但让人摸不着头脑的是，在《计算机世界》回应腾讯的十余天后，该刊物发表致歉声明，称文章使用标题语言及图片不妥，缺少应有的公允、严谨和标准，对腾讯造成了不良影响。尽管如此，《计算机世界》的这一次大胆行为仍然挑起了传媒领域的重视。《羊城晚报》当时的一篇评论就如此说：《狗日的腾讯》洋洋洒洒几千字的文章，并不尽然都是针锋相对、刀刃相向的，但却在文章最重要的题眼位置骂出了这么一句脏话，并且作为一期杂志封面，实在是史无前例。如今，当这份重量级报刊停工停业的消息传来，不少网友发出感叹：“一个《计算机世界》，一个《电脑报》，是我们永远的记忆。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634423447,"gmtCreate":1647614788726,"gmtModify":1647615638969,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>‌请问现在老虎的官网是哪个？","text":"‌$老虎证券(TIGR)$‌请问现在老虎的官网是哪个？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/634423447","isVote":1,"tweetType":1,"viewCount":5435,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0},"content":"itigerup.com","text":"itigerup.com","html":"itigerup.com"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879153391,"gmtCreate":1636693710859,"gmtModify":1636693710859,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01529\">$健升物流中国(01529)$</a>第一","listText":"<a href=\"https://laohu8.com/S/01529\">$健升物流中国(01529)$</a>第一","text":"$健升物流中国(01529)$第一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879153391","isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880484351,"gmtCreate":1631072389173,"gmtModify":1631079477823,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"明显市场是不买账 怕他玩坏了 砸盘了","listText":"明显市场是不买账 怕他玩坏了 砸盘了","text":"明显市场是不买账 怕他玩坏了 砸盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880484351","repostId":"1107319307","repostType":4,"repost":{"id":"1107319307","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631071511,"share":"https://www.laohu8.com/m/news/1107319307?lang=&edition=full","pubTime":"2021-09-08 11:25","market":"us","language":"zh","title":"老虎点评：比特币会因为萨尔瓦多显示其通用性吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1107319307","media":"老虎锐评","summary":"标普小跌，纳斯达克微涨创新高，中概股大涨（KWEB +5%）。\nEl Salvador（萨尔瓦多）宣布比特币是国家主权货币\n全世界有7个国家使用美元作为自己的主权货币，其中一个国家就是萨尔瓦多。这个人","content":"<p>标普小跌，纳斯达克微涨创新高，中概股大涨（KWEB +5%）。</p>\n<p><b>El Salvador（萨尔瓦多）宣布比特币是国家主权货币</b></p>\n<p>全世界有7个国家使用美元作为自己的主权货币，其中一个国家就是萨尔瓦多。这个人口只有640多万的国家今天成为全球第一个吃螃蟹的国家，不仅宣布比特币成为国家主权货币，还采取了一系列措施保证比特币在国内开始使用：</p>\n<p>1，发布萨尔瓦多的比特币App。这个App的名字叫做Chivo，为了鼓励萨尔瓦多人民使用，钱包里充值$30。</p>\n<p>2，作为主权国家购买了400个比特币，今天因为比特币价格闪崩追加了150个比特币。这些比特币价值$2,000多万。</p>\n<p>3，部署了200多个ATM机器，并且在人民生活中开始一些列应用场景，包括当地<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>和必胜客的消费。</p>\n<p>这件事情有不少启示。</p>\n<p><b>1，使用美元作为自己主权货币的国家，的确有使用比特币的冲动，但更确切说是有想拜托美元的冲动。</b>世界上使用美元作为法定货币的7个国家，分别是萨尔瓦多，巴拿马，厄瓜多尔，津巴布韦，东帝汶等。因为这些主权国家并没有印钞的权力，所以只能靠外储来应付政府支出。根据萨尔瓦多的外储数据（下图），新冠以来外储几乎腰斩，这就有问题了。一方面，美国将美元越印越多，美元的购买力下降（通货膨胀）；但另一方面，萨尔瓦多却没有得到多印的美元。这就让萨尔瓦多这样的国家在美元洪潮之下，国家的经济状况非常困难。其实萨尔瓦多也不是一定要推出比特币，主要还是想摆脱美元掐脖子。提示：人民币国际化，最应该主攻这些使用美元作为主权货币但又受其害的国家。</p>\n<p><b>2，萨尔瓦多的比特币App和ATM，都是谁在背后开发支持？</b>萨尔瓦多是一个穷国家，但是这次大手笔推出了装App就送$30刀和200多个ATM机器。我不觉得萨尔瓦多的民间科技公司有这样的能力做一个全国性质的钱包App和200多个ATM机器，政府就更没有能力了。根据华尔街日报的新闻，萨尔瓦多的App下载，不在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>应用商城，也不在Google应用商店，最先出现在了华为的应用商店上。</p>\n<p><b>3，比特币会因为萨尔瓦多进一步显示其通用性吗？恰恰相反，这件事情反而暴露了比特币的短板。</b>今天萨尔瓦多宣布使用比特币的消息，非但没有把比特币价格推高，反而让比特币价格闪崩17%。不管是利好进出，还是有人借着好消息跑路，都再次说明比特币的投机性太强。但这还不是关键。</p>\n<p>这次的关键，是在于萨尔瓦多的比特币App。比特币作为想象空间最大的虚拟货币，最大的运用场景，就是超越国界使用。而萨尔瓦多推出的比特币，其实核心是国家政府控制下的App。也就是说，你要在萨尔瓦多使用比特币，就要下载这个App（Chivo）。通过这个钱包App在萨尔瓦多消费，和通过微信钱包在中国买早餐没有任何区别。当然你要说一个底层是比特币，一个底层是人民币，不一样。但对于用户来说，没有任何区别。如果比特币不能超越App（超越国界）使用，那么其作为数字货币的地位，依然没法确认。</p>\n<p>总之，比特币更像黄金而不像货币。</p>\n<p><b>公司新闻</b></p>\n<p><b>苹果(AAPL)：9月14日将举行秋季新品发布会。</b>此次发布会将通过线上方式举行，预计或将发布iPhone13系列，Apple Watch Series7以及AirPods 3等产品。</p>\n<p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>：计划将线下医疗服务推广至另外20个城市，包括费城、纽约、旧金山等。</b>目前亚马逊线下医疗服务Amazon Care仅限华盛顿州、DC和巴尔的摩。亚马逊拟2021年将该服务推广至费城、芝加哥、达拉斯、波士顿等，拟2022年推广至纽约、迈阿密、旧金山等。</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>：计划投资$950亿在欧洲开设两家芯片工厂。</b>英特尔表示，在生产汽车芯片上并没有时间线，将留出用于生产汽车行业芯片的产能，爱尔兰工厂将负责生产汽车芯片。</p>\n<p><b>英特尔(INTC)：宣布明年推出自动驾驶出租车服务，将采用<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO)车型。</b>自动驾驶汽车部门<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>将与德国汽车租赁公司Sixt SE合作，在慕尼黑推出自动驾驶的出租车测试服务，并计划未来几年推向欧洲。双方此次合作将使用蔚来ES8全电动SUV。</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>老虎点评：比特币会因为萨尔瓦多显示其通用性吗？</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老虎点评：比特币会因为萨尔瓦多显示其通用性吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-09-08 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>标普小跌，纳斯达克微涨创新高，中概股大涨（KWEB +5%）。</p>\n<p><b>El Salvador（萨尔瓦多）宣布比特币是国家主权货币</b></p>\n<p>全世界有7个国家使用美元作为自己的主权货币，其中一个国家就是萨尔瓦多。这个人口只有640多万的国家今天成为全球第一个吃螃蟹的国家，不仅宣布比特币成为国家主权货币，还采取了一系列措施保证比特币在国内开始使用：</p>\n<p>1，发布萨尔瓦多的比特币App。这个App的名字叫做Chivo，为了鼓励萨尔瓦多人民使用，钱包里充值$30。</p>\n<p>2，作为主权国家购买了400个比特币，今天因为比特币价格闪崩追加了150个比特币。这些比特币价值$2,000多万。</p>\n<p>3，部署了200多个ATM机器，并且在人民生活中开始一些列应用场景，包括当地<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>和必胜客的消费。</p>\n<p>这件事情有不少启示。</p>\n<p><b>1，使用美元作为自己主权货币的国家，的确有使用比特币的冲动，但更确切说是有想拜托美元的冲动。</b>世界上使用美元作为法定货币的7个国家，分别是萨尔瓦多，巴拿马，厄瓜多尔，津巴布韦，东帝汶等。因为这些主权国家并没有印钞的权力，所以只能靠外储来应付政府支出。根据萨尔瓦多的外储数据（下图），新冠以来外储几乎腰斩，这就有问题了。一方面，美国将美元越印越多，美元的购买力下降（通货膨胀）；但另一方面，萨尔瓦多却没有得到多印的美元。这就让萨尔瓦多这样的国家在美元洪潮之下，国家的经济状况非常困难。其实萨尔瓦多也不是一定要推出比特币，主要还是想摆脱美元掐脖子。提示：人民币国际化，最应该主攻这些使用美元作为主权货币但又受其害的国家。</p>\n<p><b>2，萨尔瓦多的比特币App和ATM，都是谁在背后开发支持？</b>萨尔瓦多是一个穷国家，但是这次大手笔推出了装App就送$30刀和200多个ATM机器。我不觉得萨尔瓦多的民间科技公司有这样的能力做一个全国性质的钱包App和200多个ATM机器，政府就更没有能力了。根据华尔街日报的新闻，萨尔瓦多的App下载，不在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>应用商城，也不在Google应用商店，最先出现在了华为的应用商店上。</p>\n<p><b>3，比特币会因为萨尔瓦多进一步显示其通用性吗？恰恰相反，这件事情反而暴露了比特币的短板。</b>今天萨尔瓦多宣布使用比特币的消息，非但没有把比特币价格推高，反而让比特币价格闪崩17%。不管是利好进出，还是有人借着好消息跑路，都再次说明比特币的投机性太强。但这还不是关键。</p>\n<p>这次的关键，是在于萨尔瓦多的比特币App。比特币作为想象空间最大的虚拟货币，最大的运用场景，就是超越国界使用。而萨尔瓦多推出的比特币，其实核心是国家政府控制下的App。也就是说，你要在萨尔瓦多使用比特币，就要下载这个App（Chivo）。通过这个钱包App在萨尔瓦多消费，和通过微信钱包在中国买早餐没有任何区别。当然你要说一个底层是比特币，一个底层是人民币，不一样。但对于用户来说，没有任何区别。如果比特币不能超越App（超越国界）使用，那么其作为数字货币的地位，依然没法确认。</p>\n<p>总之，比特币更像黄金而不像货币。</p>\n<p><b>公司新闻</b></p>\n<p><b>苹果(AAPL)：9月14日将举行秋季新品发布会。</b>此次发布会将通过线上方式举行，预计或将发布iPhone13系列，Apple Watch Series7以及AirPods 3等产品。</p>\n<p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>：计划将线下医疗服务推广至另外20个城市，包括费城、纽约、旧金山等。</b>目前亚马逊线下医疗服务Amazon Care仅限华盛顿州、DC和巴尔的摩。亚马逊拟2021年将该服务推广至费城、芝加哥、达拉斯、波士顿等，拟2022年推广至纽约、迈阿密、旧金山等。</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>：计划投资$950亿在欧洲开设两家芯片工厂。</b>英特尔表示，在生产汽车芯片上并没有时间线，将留出用于生产汽车行业芯片的产能，爱尔兰工厂将负责生产汽车芯片。</p>\n<p><b>英特尔(INTC)：宣布明年推出自动驾驶出租车服务，将采用<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO)车型。</b>自动驾驶汽车部门<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>将与德国汽车租赁公司Sixt SE合作，在慕尼黑推出自动驾驶的出租车测试服务，并计划未来几年推向欧洲。双方此次合作将使用蔚来ES8全电动SUV。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107319307","content_text":"标普小跌，纳斯达克微涨创新高，中概股大涨（KWEB +5%）。\nEl Salvador（萨尔瓦多）宣布比特币是国家主权货币\n全世界有7个国家使用美元作为自己的主权货币，其中一个国家就是萨尔瓦多。这个人口只有640多万的国家今天成为全球第一个吃螃蟹的国家，不仅宣布比特币成为国家主权货币，还采取了一系列措施保证比特币在国内开始使用：\n1，发布萨尔瓦多的比特币App。这个App的名字叫做Chivo，为了鼓励萨尔瓦多人民使用，钱包里充值$30。\n2，作为主权国家购买了400个比特币，今天因为比特币价格闪崩追加了150个比特币。这些比特币价值$2,000多万。\n3，部署了200多个ATM机器，并且在人民生活中开始一些列应用场景，包括当地麦当劳和必胜客的消费。\n这件事情有不少启示。\n1，使用美元作为自己主权货币的国家，的确有使用比特币的冲动，但更确切说是有想拜托美元的冲动。世界上使用美元作为法定货币的7个国家，分别是萨尔瓦多，巴拿马，厄瓜多尔，津巴布韦，东帝汶等。因为这些主权国家并没有印钞的权力，所以只能靠外储来应付政府支出。根据萨尔瓦多的外储数据（下图），新冠以来外储几乎腰斩，这就有问题了。一方面，美国将美元越印越多，美元的购买力下降（通货膨胀）；但另一方面，萨尔瓦多却没有得到多印的美元。这就让萨尔瓦多这样的国家在美元洪潮之下，国家的经济状况非常困难。其实萨尔瓦多也不是一定要推出比特币，主要还是想摆脱美元掐脖子。提示：人民币国际化，最应该主攻这些使用美元作为主权货币但又受其害的国家。\n2，萨尔瓦多的比特币App和ATM，都是谁在背后开发支持？萨尔瓦多是一个穷国家，但是这次大手笔推出了装App就送$30刀和200多个ATM机器。我不觉得萨尔瓦多的民间科技公司有这样的能力做一个全国性质的钱包App和200多个ATM机器，政府就更没有能力了。根据华尔街日报的新闻，萨尔瓦多的App下载，不在苹果应用商城，也不在Google应用商店，最先出现在了华为的应用商店上。\n3，比特币会因为萨尔瓦多进一步显示其通用性吗？恰恰相反，这件事情反而暴露了比特币的短板。今天萨尔瓦多宣布使用比特币的消息，非但没有把比特币价格推高，反而让比特币价格闪崩17%。不管是利好进出，还是有人借着好消息跑路，都再次说明比特币的投机性太强。但这还不是关键。\n这次的关键，是在于萨尔瓦多的比特币App。比特币作为想象空间最大的虚拟货币，最大的运用场景，就是超越国界使用。而萨尔瓦多推出的比特币，其实核心是国家政府控制下的App。也就是说，你要在萨尔瓦多使用比特币，就要下载这个App（Chivo）。通过这个钱包App在萨尔瓦多消费，和通过微信钱包在中国买早餐没有任何区别。当然你要说一个底层是比特币，一个底层是人民币，不一样。但对于用户来说，没有任何区别。如果比特币不能超越App（超越国界）使用，那么其作为数字货币的地位，依然没法确认。\n总之，比特币更像黄金而不像货币。\n公司新闻\n苹果(AAPL)：9月14日将举行秋季新品发布会。此次发布会将通过线上方式举行，预计或将发布iPhone13系列，Apple Watch Series7以及AirPods 3等产品。\n亚马逊：计划将线下医疗服务推广至另外20个城市，包括费城、纽约、旧金山等。目前亚马逊线下医疗服务Amazon Care仅限华盛顿州、DC和巴尔的摩。亚马逊拟2021年将该服务推广至费城、芝加哥、达拉斯、波士顿等，拟2022年推广至纽约、迈阿密、旧金山等。\n英特尔：计划投资$950亿在欧洲开设两家芯片工厂。英特尔表示，在生产汽车芯片上并没有时间线，将留出用于生产汽车行业芯片的产能，爱尔兰工厂将负责生产汽车芯片。\n英特尔(INTC)：宣布明年推出自动驾驶出租车服务，将采用蔚来(NIO)车型。自动驾驶汽车部门Mobileye将与德国汽车租赁公司Sixt SE合作，在慕尼黑推出自动驾驶的出租车测试服务，并计划未来几年推向欧洲。双方此次合作将使用蔚来ES8全电动SUV。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836742770,"gmtCreate":1629530163690,"gmtModify":1629530163690,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"等于外国可以通过做空这个期货做空a股?","listText":"等于外国可以通过做空这个期货做空a股?","text":"等于外国可以通过做空这个期货做空a股?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836742770","repostId":"2160582710","repostType":4,"repost":{"id":"2160582710","pubTimestamp":1629513324,"share":"https://www.laohu8.com/m/news/2160582710?lang=&edition=full","pubTime":"2021-08-21 10:35","market":"sh","language":"zh","title":"即将推出MSCI中国A50指数期货，会给A股带来什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2160582710","media":"界面新闻","summary":"香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越","content":"<div>\n<p>香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越多国际投资者通过沪深港通进入中国内地市场。\n据了解，香港交易所已经与全球领先的投资决策支持工具和服务供应商MSCI 签订新的授权协议，推出以MSCI中国A50互联互通指数为标的期货合约。\nMSCI...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>即将推出MSCI中国A50指数期货，会给A股带来什么？</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{ 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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即将推出MSCI中国A50指数期货，会给A股带来什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越多国际投资者通过沪深港通进入中国内地市场。\n据了解，香港交易所已经与全球领先的投资决策支持工具和服务供应商MSCI 签订新的授权协议，推出以MSCI中国A50互联互通指数为标的期货合约。\nMSCI...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e98e87e70d708bbd7b223988c7e784e","relate_stocks":{"510030":"价值ETF","510050":"上证50ETF","512550":"A50ETF基金","XPP":"二倍做多富时中国50ETF(ProShares)","000300.SH":"沪深300","YXI":"ProShares做空FTSE中国50ETF","000016.SH":"上证50","00388":"香港交易所","FXP":"二倍做空富时中国50ETF-ProShares"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160582710","content_text":"香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越多国际投资者通过沪深港通进入中国内地市场。\n据了解，香港交易所已经与全球领先的投资决策支持工具和服务供应商MSCI 签订新的授权协议，推出以MSCI中国A50互联互通指数为标的期货合约。\nMSCI中国A50互联互通指数将追踪50只通过沪深港通交易的主要沪深股票表现。这只离岸交易、并有均衡行业代表性的中国A股指数期货产品，将于2021年10月18日推出。\n港交所行政总裁欧冠升表示：“今天宣布推出的A股指数期货，标志着我们在推进于香港建立离岸中国内地股票衍生产品系列迈出了关键一步。与MSCI的长期合作关系亦更为紧密，共同努力发展香港成为亚洲顶尖衍生产品交易中心，提升香港市场投资产品的深度及广度。这只新产品将为投资者提供一个有效管理A股相关资产风险的工具。”\n对于新指数期货对A股市场的意义，欧冠升认为，A股指数期货的推出为国际投资者提供了管理A股投资风险的低成本且方便的工具，将有助于提升国际投资者对A股的兴趣和需求，吸引更多国际投资者进入中国内地股票市场。\n“新的指数期货为国际投资者提供更多投资选择，将支持和推动中国A股市场进一步开放和国际化，进一步增强A股市场活力和流动性。”欧冠升补充道。\n对于新指数期货对香港的意义，在欧冠升看来，这是香港首个A股期货产品，将进一步丰富香港交易所现有的人民币相关产品组合，为投资者提供更多的风险管理工具。\n“与我们的沪深港通计划相配合，为国际投资者投资及管理A股持仓风险提供一站式的解决方案。有助于增强香港交易所的竞争力，进一步巩固香港作为连接中国与世界的国际金融中心地位。”他表示。\n据MSCI方面提供的数据，过去四年（2016年末至2020年末），外资对中国A股持股市值增长了80%，其中90%的外资持股源于沪股通和深股通。为反映此强劲增长，MSCI建立了基于中国A股基准的产品生态系统。\n界面新闻记者留意到，这份新协议基于香港交易所与 MSCI 早前签订的授权协议，并于去年成功推出了一系列 MSCI 亚洲及新兴市场期货和期权，延续香港交易所与 MSCI 的持续战略合作关系。\n截止目前，香港交易所已推出41只追踪MSCI指数的衍生产品。\n据港交所将介绍，MSCI中国A50互联互通指数将会涵盖中国内地A股大型股中的50只股票，目标为每个行业至少两只，以全面反映中国的经济状况。该指数包含 50只合资格沪深港通交易的股票，并与主要 MSCI A股指数的历史表现高度相关。\n基于互联互通机制，该指数采用创新的行业中性策略（Sector-neutral approach），遵循其母指数MSCI 中国 A 股指数的行业权重配置，并通过纳入全球行业分类标准范围内各行业最大的两只股票平衡行业代表性。该指数可作为指数挂钩投资产品的基础，例如交易所交易基金(ETF)、交易所交易票据(ETN)、公募基金、结构性产品及其他指数工具。\n自2014年推出以来，连接香港和内地股票市场的沪深港通已成为国际投资者进入A股市场的主要渠道，并帮助促成了中国A股纳入全球主要指数。\n沪深港通成交量在 2021 年第一季再创新高，北向和南向交易的日均成交额分别大幅增加至1268 亿元人民币和 608 亿港元。\n中泰国际策略分析师颜招骏向界面新闻表示，港交所此举是给机构投资者提供一个A股风险管理的工具，降低组合波动性。\n“港交所提供更多A股相关投资产品乃大势所趋。”他补充道。\n香颂资本执行董事沈萌告诉界面新闻，指数期货是一种金融衍生品，A股期货对于A股行情具有很大的指向性意义，甚至在某些时段会具有A股行情的前瞻作用，同时也可以作为A股投资的对冲工具。\n沈萌认为，在内地，股市的指数期货还不完善，目前只有新加坡市场的A50，无法充分管控A股的波动风险。与内地更紧密的港交所推出相关指数期货，可以在一定程度上对冲恶意做空和打压A股的操作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836946726,"gmtCreate":1629450046465,"gmtModify":1629450046465,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小心被兔子割得你毛都不剩","listText":"小心被兔子割得你毛都不剩","text":"小心被兔子割得你毛都不剩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836946726","repostId":"1148784220","repostType":4,"repost":{"id":"1148784220","pubTimestamp":1629426691,"share":"https://www.laohu8.com/m/news/1148784220?lang=&edition=full","pubTime":"2021-08-20 10:31","market":"us","language":"zh","title":"头号主权基金重仓中国！1500亿瞄准十只“大票”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148784220","media":"资事堂","summary":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资","content":"<p>全球最大主权基金“重仓中国”的线索曝光。</p>\n<p>截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。</p>\n<p>这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。</p>\n<p>这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。</p>\n<p>值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。</p>\n<p><b>01、“直投+委外”瞄准中国股票</b></p>\n<p>按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。</p>\n<p>挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。</p>\n<p>这足以看出挪威养老金对中国股票增长潜力的判断。</p>\n<p>资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。</p>\n<p>2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。</p>\n<p>另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。</p>\n<p>资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。</p>\n<p>挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。</p>\n<p><b>02、十大重仓股近1500亿元</b></p>\n<p>综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。</p>\n<p>十大重仓股依次为：<a href=\"https://laohu8.com/S/TSM\">台积电</a>（79.4亿美元）、<a href=\"https://laohu8.com/S/00700\">腾讯</a>（59.8亿美元）、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（54.6亿美元）、<a href=\"https://laohu8.com/S/JD\">京东</a>（6.8亿美元）、<a href=\"https://laohu8.com/S/BIDU\">百度</a>（4.6亿美元）、<a href=\"https://laohu8.com/S/NTES\">网易</a>（4.2亿美元）、<a href=\"https://laohu8.com/S/TAL\">好未来</a>（3.4亿美元）、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>（3.2亿美元）、<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育（2.6亿美元）、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>（2.1亿美元）。</p>\n<p>除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。</p>\n<p>其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。</p>\n<p>此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。</p>\n<p><b>03、“下沉”选股</b></p>\n<p>资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。</p>\n<p><img src=\"https://static.tigerbbs.com/676739b976610d67b00eb264139845c3\" tg-width=\"419\" tg-height=\"930\" referrerpolicy=\"no-referrer\"></p>\n<p>以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，<b>还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。</b></p>\n<p>比如：今年中国本土机构大手笔炒作新能源汽车，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。</p>\n<p>与众不同的是，挪威养老金持有二手车平台公司——<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>。</p>\n<p>又如：挪威养老金非常看好中国社交服务平台，包括<a href=\"https://laohu8.com/S/WUBA\">58同城</a>（提供租房、二手车、家政等服务）、<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>（基于地理位置的陌生人社交工具）、<a href=\"https://laohu8.com/S/WB\">微博</a>、欢聚时代（社交媒体平台）、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>（移动聚合内容自媒体）、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>（游戏赛事直播平台）。</p>\n<p>再如：看好普惠金融科技平台，包括<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>、<a href=\"https://laohu8.com/S/QD\">趣店</a>、<a href=\"https://laohu8.com/S/FINV\">信也科技</a>、<a href=\"https://laohu8.com/S/XYF\">小赢科技</a>。</p>\n<p>值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、<a href=\"https://laohu8.com/S/LX\">乐信</a>集团（新型消费服务平台）、<a href=\"https://laohu8.com/S/CISG\">泛华保险</a>（第三方O2O保险代理服务平台，提供财险寿险等服务）。</p>","source":"lsy1568174316590","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>头号主权基金重仓中国！1500亿瞄准十只“大票”</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头号主权基金重仓中国！1500亿瞄准十只“大票”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"BIDU":"百度","TSM":"台积电","JD":"京东","TAL":"好未来","ZTO":"中通快递","NTES":"网易","00700":"腾讯控股","PDD":"拼多多","BABA":"阿里巴巴","EDU":"新东方"},"source_url":"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148784220","content_text":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n01、“直投+委外”瞄准中国股票\n按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。\n挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。\n这足以看出挪威养老金对中国股票增长潜力的判断。\n资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。\n2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。\n另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。\n资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。\n挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。\n02、十大重仓股近1500亿元\n综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。\n十大重仓股依次为：台积电（79.4亿美元）、腾讯（59.8亿美元）、阿里巴巴（54.6亿美元）、京东（6.8亿美元）、百度（4.6亿美元）、网易（4.2亿美元）、好未来（3.4亿美元）、拼多多（3.2亿美元）、新东方教育（2.6亿美元）、中通快递（2.1亿美元）。\n除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。\n其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。\n此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。\n03、“下沉”选股\n资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。\n\n以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。\n比如：今年中国本土机构大手笔炒作新能源汽车，蔚来汽车、小鹏汽车、理想汽车属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。\n与众不同的是，挪威养老金持有二手车平台公司——汽车之家。\n又如：挪威养老金非常看好中国社交服务平台，包括58同城（提供租房、二手车、家政等服务）、陌陌（基于地理位置的陌生人社交工具）、微博、欢聚时代（社交媒体平台）、趣头条（移动聚合内容自媒体）、斗鱼（游戏赛事直播平台）。\n再如：看好普惠金融科技平台，包括金融壹账通、趣店、信也科技、小赢科技。\n值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、乐信集团（新型消费服务平台）、泛华保险（第三方O2O保险代理服务平台，提供财险寿险等服务）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898892317,"gmtCreate":1628482629339,"gmtModify":1628482629339,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天跌了一个V反出来就知道支撑有多强 年内就能看到2000","listText":"今天跌了一个V反出来就知道支撑有多强 年内就能看到2000","text":"今天跌了一个V反出来就知道支撑有多强 年内就能看到2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898892317","repostId":"1122006268","repostType":4,"repost":{"id":"1122006268","pubTimestamp":1628480139,"share":"https://www.laohu8.com/m/news/1122006268?lang=&edition=full","pubTime":"2021-08-09 11:35","market":"fut","language":"zh","title":"现货黄金一度失守1700美元大关，未来仍能看涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122006268","media":"第一财经","summary":"黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货","content":"<div>\n<p>黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货黄金今日延续跌势，一度跌至3月来新低。\n对于黄金后续中长期走势，市场目前依旧存在分歧。有机构预期黄金将进一步跌至1600美元关口，但也有对冲基金坚定看好，认为黄金将重回3000美元大关。\n\n现货黄金...</p>\n\n<a href=\"https://www.yicai.com/news/101134910.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>现货黄金一度失守1700美元大关，未来仍能看涨？</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; 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class=\"title\">\n现货黄金一度失守1700美元大关，未来仍能看涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101134910.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货黄金今日延续跌势，一度跌至3月来新低。\n对于黄金后续中长期走势，市场目前依旧存在分歧。有机构预期黄金将进一步跌至1600美元关口，但也有对冲基金坚定看好，认为黄金将重回3000美元大关。\n\n现货黄金...</p>\n\n<a href=\"https://www.yicai.com/news/101134910.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f188bb21d267cbffba6b91fd5771d163","relate_stocks":{},"source_url":"https://www.yicai.com/news/101134910.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122006268","content_text":"黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货黄金今日延续跌势，一度跌至3月来新低。\n对于黄金后续中长期走势，市场目前依旧存在分歧。有机构预期黄金将进一步跌至1600美元关口，但也有对冲基金坚定看好，认为黄金将重回3000美元大关。\n\n现货黄金跌至3月来新低\n在上周创下7周最大跌幅后，现货黄金在今日亚太市场盘初，再度大幅走低，一度失守1700关口，创3月以来新低1609.03美元/盎司，跌幅约4%，且在开盘不到一小时的时间里，累计跌幅超过70美元，至少是1月8日以来最大跌幅。随后出现反弹，截至记者早上发稿时，现货黄金已回升到1734.71美元/盎司。\n黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施，而在更高的利率环境下，黄金、白银等贵金属相较于其他资产的吸引力就会下降。白银现货今日同样暴跌3.1%至去年12月以来的新低。\n美国劳工部上周五公布的数据显示，7月非农就业人数增加94.3万人，超过市场预期85.8万人。此外，劳工部还将6月非农从85万上修至93.8万，5月就业数据亦上调3.1万至61.4万。劳动参与率也回升至2020年3月以来最高水平61.7%。\n嘉盛集团全球研究主管沃勒（Matt Weller）此前曾撰文表示，如果就业报告强劲，那么美联储有望在本月晚些时候的杰克逊霍尔全球央行会议上宣告缩表。\nAMP Capital的投资策略主管兼首席经济学家奥利维（Shane Oliver）称，“市场担心，如果经济增长非常强劲，那么可能会推动美联储缩减政策。”他预期，“美联储很有可能在9月宣布量化缩减，并在今年晚些时候真正开始行动。”\nBlue Line Futures的首席市场策略师斯特莱博（Phillip Streble）也预计美联储将在今年9月宣布缩减资产购买计划，但他预期真正开始缩减要到明年1月初。\n多位美联储官员上周也对尽快量化缩减表达了支持。达拉斯联储主席卡普兰（Robert Kaplan）上周三表示，他认为美联储应该尽快开始逐步减少债券购买的步伐，这样的好处是可以使美联储在加息问题上有更大的灵活性，以便保持“耐心”。\n“只要我们在7月和8月就业数据方面继续取得进展，我认为我们最好尽快开始调整这些购买行为，这能给我们尽可能多的灵活性，以便在利率上保持耐心。”他称。\n美联储副主席克拉里达上周三也表示，加息的条件可能在2022年年底前得到满足，为2023年初开始行动铺路。美联储理事沃勒上周四表示，美国经济复苏进展迅速，劳动力市场正在改善，美联储可能会比一些人预期的更早开始撤走宽松货币政策。\n在杰克逊霍尔会议前，美国本周还将公布7月通胀数据，并迎来多位美联储官员讲话，会成为投资者的最新关注。\n除美联储政策预期外，黄金历史上在接下来数月的走势偏软也影响了黄金市场投资者的情绪。过去十年，黄金价格通常会在8月上涨，但从9月开始的几个月往往走势疲弱。2010年以来，黄金有7年在8月上涨，但其后的9、10、11月均录得下跌，其中9月录得下跌有8次，10月录得下跌有6次，11月录得下跌也有7次。同时，过去10年中，现货黄金在8月平均上涨3.9%，为一年中走势最佳的月份；9月和11月却平均录得约2%的跌幅，是每年表现最差的月份。如果今年依旧延续这一情况，黄金一年中表现最差的几个月即将来临。\n对后市走势依旧分歧\n虽然如此，但机构目前对黄金后市走势依旧分歧严重。\n瑞银财富管理发表报告称，预期美联储将自明年初开始缩减买债，加上疫情后经济复苏持续，美元走强，黄金在今年底前都将在1700美元/盎司附近，明年料进继续下跌。该行预测，明年3月底，金价将跌至1650美元/盎司，并在其后两季度进一步跌至1600美元/盎司的水平。\n花旗的月度报告也指出，从美联储6月议息会议以来，美联储对于未来经济前景产生了结构性的转向。相对鹰派的美联储可能使得下半年的美债利率进一步上行，且美元也有升值之势，这或会继续施压黄金价格。不过，花旗也指出，进一步的紧缩措施尚不清楚将何时推出，且随着经济增长正常化，核心通胀是否会继续超目标运行也存在不确定性。\n总的来说，花旗继续下调0~3个月黄金价格预期，同时维持12个月金价在1600美元/盎司以下的预测不变。\n但对冲基金Quadriga Igneo的基金经理帕里拉（Diego Parrilla）丝毫不在乎市场对黄金价格将继续下跌的普遍预期。他依旧预测，金价在未来3年内将升至3000美元/盎司。\n“我认为，推动黄金走强的因素不仅依然存在，而且实际上已经得到加强。”近期他在接受外媒采访时称，投资者往往会在困难时期争相“淘金”，“在股市崩盘和高通胀时期，这种闪亮的金属往往能很好地保值。”\n在帕里拉看来，这两种情况都可能在不久的将来发生，投资者目前还没有充分意识到美联储的大规模刺激措施的风险，比如他预计，未来10年将出现美联储无法控制的通胀失控。\n“美联储一段时间来的印钞并没有真正解决问题，而仅仅是拖延了问题。”帕里拉称，“而黄金作为一种无法仅靠打印就能存在的实物资产将受益于外在的这种高通胀环境。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891943924,"gmtCreate":1628323034268,"gmtModify":1628323034268,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"要开始割韭菜了吗","listText":"要开始割韭菜了吗","text":"要开始割韭菜了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891943924","repostId":"1124226187","repostType":4,"repost":{"id":"1124226187","pubTimestamp":1628304486,"share":"https://www.laohu8.com/m/news/1124226187?lang=&edition=full","pubTime":"2021-08-07 10:48","market":"us","language":"zh","title":"摩根大通证券将成中国首家外资全资控股证券公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1124226187","media":"21世纪经济报道","summary":"8月6日，摩根大通表示，中国证监会已对摩根大通证券（中国）有限公司控股股东——摩根大通国际金融有限公司受让5家内资股东所持股权，成为摩根大通证券（中国）唯一股东的事项准予备案。摩根大通证券（中国）将成","content":"<div>\n<p>8月6日，摩根大通表示，中国证监会已对摩根大通证券（中国）有限公司控股股东——摩根大通国际金融有限公司受让5家内资股东所持股权，成为摩根大通证券（中国）唯一股东的事项准予备案。摩根大通证券（中国）将成为中国首家外资全资控股的证券公司。\n至此，摩根大通的目标-获得本地法人银行、证券、期货、资管领域四大法律实体的完整控股权-又达成一个。\n2018年4月28日，《外商投资证券公司管理办法》出台，外资持有...</p>\n\n<a href=\"https://www.163.com/dy/article/GGPTKK2R05199NPP.html\">Web Link</a>\n\n</div>\n","source":"21sjjj","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>摩根大通证券将成中国首家外资全资控股证券公司</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摩根大通证券将成中国首家外资全资控股证券公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 10:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.163.com/dy/article/GGPTKK2R05199NPP.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月6日，摩根大通表示，中国证监会已对摩根大通证券（中国）有限公司控股股东——摩根大通国际金融有限公司受让5家内资股东所持股权，成为摩根大通证券（中国）唯一股东的事项准予备案。摩根大通证券（中国）将成为中国首家外资全资控股的证券公司。\n至此，摩根大通的目标-获得本地法人银行、证券、期货、资管领域四大法律实体的完整控股权-又达成一个。\n2018年4月28日，《外商投资证券公司管理办法》出台，外资持有...</p>\n\n<a href=\"https://www.163.com/dy/article/GGPTKK2R05199NPP.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e2f636e805bfca87903ab08fc842298","relate_stocks":{"159848":"证券公司","161027":"证券","399975":"证券公司","JPM":"摩根大通"},"source_url":"https://www.163.com/dy/article/GGPTKK2R05199NPP.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124226187","content_text":"8月6日，摩根大通表示，中国证监会已对摩根大通证券（中国）有限公司控股股东——摩根大通国际金融有限公司受让5家内资股东所持股权，成为摩根大通证券（中国）唯一股东的事项准予备案。摩根大通证券（中国）将成为中国首家外资全资控股的证券公司。\n至此，摩根大通的目标-获得本地法人银行、证券、期货、资管领域四大法律实体的完整控股权-又达成一个。\n2018年4月28日，《外商投资证券公司管理办法》出台，外资持有期货公司股权比例放宽至51%，三年后不设限制；2019年10月11日，中国证监会公布称，自2020年1月起取消期货公司外资持股限制，其股权比例可升至100%；2020年4月起取消基金管理公司外资持股限制，同年12月起取消证券公司的相关限制。\n2020年6月18日，摩根大通宣布获得证监会批准，将其在摩根大通期货有限公司中的持股比例由49%增至100%。摩根大通成为首家全资控股中国期货公司的外资银行。\n2020年4月3日，摩根资产管理宣布与上海浦东发展银行旗下控股公司上海国际信托有限公司初步达成一项商业共识，将拟收购取得合资企业上投摩根基金管理有限公司100%股权。\n摩根大通亚太区主席及首席执行官郭利博（Filippo Gori）称，“在中国设立并运营一家全资证券公司，是摩根在这一关键市场达成的又一重要里程碑。我们相信，在中国金融市场不断发展、客户需求不断多元化的背景下，此举将进一步强化摩根大通在中国的业务平台与实力。”\n对此，摩根大通中国区首席执行官梁治文表示，从1921年在中国开设第一家分行开始，摩根大通已在中国扎根一百周年。“这一重要里程碑让我们离公司的愿景更近了一步。目前我们正积极布局，确保公司能继续在中国实现长足的发展。我们期待着在中国打造更加全面的业务实力以进入下一个振奋人心的增长阶段。”\n开启下一个百年之际，摩根大通实现了在华业务的全面布局，其中包括投资和企业银行、环球企业支付、市场业务、证券服务、商业银行以及资产管理等各个领域。\n“对摩根大通和我们的众多客户而言，中国是全球最大的机会之一”， 摩根大通董事长兼首席执行官Jamie Dimon称，“我们的公司规模和全球实力意味着我们具备独特的优势，能够帮助中国公司实现全球增长并助力国际投资者进入中国日益成熟的资本市场。”\n此前，梁治文在接受记者采访时表示，希望到2022年底能够基本获得实现目标所需的业务牌照、业务平台和本土能力。“我觉得布局的关键是搭建一个理想的平台基础，即我们获得本地法人银行、证券、期货、资管领域四大法律实体完整的、100%的控股权。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805567676,"gmtCreate":1627892694995,"gmtModify":1627892694995,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"确实ark可以盈利的股还是有点少","listText":"确实ark可以盈利的股还是有点少","text":"确实ark可以盈利的股还是有点少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805567676","repostId":"2156195139","repostType":4,"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808996830,"gmtCreate":1627548968720,"gmtModify":1627548968720,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"肯定是啊 zf还没锤完 会继续锤","listText":"肯定是啊 zf还没锤完 会继续锤","text":"肯定是啊 zf还没锤完 会继续锤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808996830","repostId":"1182246129","repostType":4,"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172911944,"gmtCreate":1626926564588,"gmtModify":1626926564588,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a> 多涨点 不涨怎么做空","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a> 多涨点 不涨怎么做空","text":"$恒大汽车(00708)$ 多涨点 不涨怎么做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172911944","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152171354,"gmtCreate":1625278424978,"gmtModify":1625278424978,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"插眼","listText":"插眼","text":"插眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152171354","repostId":"1117421967","repostType":2,"repost":{"id":"1117421967","pubTimestamp":1617717666,"share":"https://www.laohu8.com/m/news/1117421967?lang=&edition=full","pubTime":"2021-04-06 22:01","market":"us","language":"en","title":"Sizing Up 12 Bitcoin Mining Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1117421967","media":"seekingalpha","summary":"Summary\n\nBitcoin mining stocks have been big winners over the past year benefiting from the bull mar","content":"<p><b>Summary</b></p>\n<ul>\n <li>Bitcoin mining stocks have been big winners over the past year benefiting from the bull market in cryptocurrencies.</li>\n <li>The industry is quickly evolving with a profitable business model at current bitcoin prices.</li>\n <li>The 12 bitcoin mining stocks we're trading and where we see the value.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee178c4d2334e3d27e00fef326f7676f\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by eclipse_images/E+ via Getty Images</span></p>\n<p>Bitcoin mining has emerged as a vibrant new industry with several stocks in the segment benefiting from climbing cryptocurrency prices. The price of bitcoin (BTC-USD) near $60k is up over 100% just year-to-date with several tailwinds suggesting there is more upside ahead. Themes like the growing recognition of crypto among institutional investors as an alternative asset class along with early steps by major corporations to accept crypto as payments are adding to confidence that bitcoin is here to stay.</p>\n<p>We sense that crypto miners remain poorly understood with many investors simply missing out due to some outdated dogma. The reality is that companies are generating significant cash flows and revenues in what is an exciting growth story. Recognizing that the main risk remains the direct exposure to the price of bitcoin which is expected to remain volatile, we are bullish on several mining stocks that we expect to outperform the price of bitcoin to the upside.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/776470b513023373b2cc24b4232d2112\" tg-width=\"640\" tg-height=\"266\"><span>source: finviz.com</span></p>\n<p><b>What is Bitcoin Mining</b></p>\n<p>Bitcoin mining as a business model is relatively simple. The companies acquire and operate the specialized computer hardware equipment with application-specific integrated circuits \"ASIC\". The setup is typically installed in a warehouse or data center integrated into a system that continuously works to solve the bitcoin code to earn the network reward for the verified blockchain transactions.</p>\n<p>Currently, the global bitcoin network awards 6.25 BTC per block, and each block is solved on average every 10 minutes as a protocol to the decentralized system. Over the course of a year, approximately 52,560 blocks are awarded on the network meaning 328,500 BTC are newly minted. At a market price of $55,000 per BTC, $18.1 billion are up for grabs.</p>\n<p>As it relates to miners, the higher its computing power or \"hash rate\", the larger the proportion of each new block award the company can receive typically as a fraction of a bitcoin. Marathon Digital Holdings Inc (MARA), one of the largest publicly traded bitcoin miners my market cap, offers a good infographic explaining the concept in their recent&nbsp;investor presentation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a240e4d1c5a927a9ee2c6900ab20f3\" tg-width=\"640\" tg-height=\"341\"><span>source Marathon Digital</span></p>\n<p>The other side of the equation is the cost of production. The mining companies need to acquire the mining rigs which are in high demand. Operating the infrastructure generates a significant cost of electricity which has driven a trend by mining companies to establish facilities near low-cost power regions or source energy supplies directly. Some miners are even building their own generation facilities a focus on renewable clean energy as a response to concerns regarding the broader carbon footprint of the process.</p>\n<p>The race in the industry right now is to acquire as many mining rigs as possible to increase production capacity through a higher hash rate. Canaan Inc. (CAN) and Ebang International Holdings Inc (EBON) are two key suppliers to the industry that have specialized in offering bitcoin and cryptocurrency-specific mining equipment with ASIC chips. Privately-held and China-based 'Bitmain Technologies Inc' is the largest industry supplier with its top-of-the-line 'Antminer S19' line recognized for efficiency.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e8cebf2c730f2c7b0564c0d293e2b7d\" tg-width=\"640\" tg-height=\"230\"><span>Bitmain Antminer S19j</span></p>\n<p>A challenge right now is that most off-the-shelf hardware is currently sold out and upcoming bulk production from the major manufacturers already under contract. This means that there is a bottleneck for miners to materially expand production in the near term. It's worth mentioning that more basic hardware and older or less optimal systems can still mine bitcoins although miners are focusing on power efficiency to improve financial margins being more powerful machines that use less electricity.</p>\n<p><b>There's Real Cash Flow and Earnings Potential</b></p>\n<p>The main point here is that bitcoin mining in the current pricing environment is highly profitable. Looking at the Antminer S19j specifications pictured above, the unit has a hash rate capacity of 90TH/s \"tera hash\" with a specified 3,100 watts on-the-wall power consumption. Assuming a cost per KW/h of electricity at $0.05, which is reasonable for industrial users in several U.S. states, widely available bitcoin mining profit calculators online show that his single piece of hardware can generate a profit of&nbsp;approximately $30 per day&nbsp;at a bitcoin price of $55k taking into account average electricity costs. Over the course of a year, that $30 per day translates to an estimated gross profit of $10,950 would effectively pay back the $5,017 list price of the hardware equipment from Bitmain in under 6 months with is a compelling proposition.</p>\n<p>To get a sense of the scale the mining companies are going for, Marathon Digital in December announced a purchase of 70,000 of these machines in a contract worth&nbsp;$170 million&nbsp;although the full delivery is expected in batches through 2022. The company believes it can achieve an average production cost of $4,451 per BTC including a contracted electricity rate of $0.028/kWh through a partnership with a renewable energy company. Based on company estimates, if all the machines purchased were deployed today, Marathon would be mining 55-60 bitcoins per day which corresponds to over $1.2 billion in annualized revenue.</p>\n<p>The economics are similar for other bitcoin mining stocks in the industry, although the calculations are a bit more complicated when considering the bitcoin network hash rate is expected to continuously climb over time. As processing power is added to the network with more mining hardware going online, the difficulty rate increases essentially diluting each miner's existing proportion of the bitcoin reward blocks. Effectively the \"gross profit\" will tend to decreases at a constant bitcoin price.</p>\n<p>In 2020, the bitcoin hash rate climbed by about 50% as a function of more miners joining the network. Nevertheless, the current breakeven for the industry is estimated at a BTC price under $10,000 depending on the electrical rates suggesting there is a margin of safety in the industry where bitcoin mining makes sense.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c39be986f025baf0b2317043700c6575\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p><b>How to Analyze Crypto Mining Stocks</b></p>\n<p>For bitcoin miners, the key metric to follow is each company's hash rate capacity. From the chart above, the current global bitcoin network hash rate is 162.23 million TH/s which can be converted to 162,230 PH/s or 162.23 EH/s. These are simply different denominations of standard hashing computation power on the bitcoin network. 1 EH/s representing -one quintillion hashes per second equals 1,000 PH/s or -one thousand quadrillion hashes per second.</p>\n<p>The companies are commonly disclosing either their PH/s \"petahash per second\" or EH/s \"exahash per second\" as a standard unit of measurement representing the proportion of the bitcoin mining network each company is responsible for. In this regard, regardless of how many mining machines each company is running, with different models and specifications, the total hash rate implies a current level of bitcoin production and corresponding revenue in dollar terms.</p>\n<p>While Marathon Digital is now the most valuable publicly traded bitcoin miner with a market cap of $5.4 billion, the company is not the largest in terms of current production. That distinction goes to Bit Digital Inc (BTBT) which last announced a hash rate of 2,453.5 PH/s, representing about 1.5% of global bitcoin mining network capacity.</p>\n<p>From there, at a given market price of bitcoin and the current network hash rate, we can calculate a corresponding approximate revenue run rate. What we find is that the market is pricing the various bitcoin mining stocks through a variety of factors that include:</p>\n<ul>\n <li>Existing hash rate</li>\n <li>Announced purchases for mining machine deliveries (future hash rate).</li>\n <li>Bitcoins/ digital currencies on their balance sheet (treasury positions).</li>\n <li>Electricity generation partnerships/ power purchase agreements</li>\n <li>Operating jurisdiction (China/US/Europe)</li>\n <li>Expansion strategy.</li>\n <li>Ancillary businesses.</li>\n <li>Corporate governance visibility.</li>\n</ul>\n<p><b>How 12 Crypto Mining Stocks Rank</b></p>\n<p>Today's we're looking at 12 bitcoin mining stocks that representative of the industry in the stock market. The group is diverse with several companies at different stages of deploying their mining operations that have resulted in a wide range of valuations. The table below highlights each company's last reported deployed bitcoin mining hash rate along with announced future hash rate capacity expectations. Each company's balance sheet bitcoin holdings data is also included if available.</p>\n<p>Note that the list is not meant to be exhaustive. The \"crypto\" stocks segment includes many other companies focused on broader blockchain technologies and services along with some companies that only recently announced an intention to begin bitcoin mining.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fc57599e208bd675cf0c35237c0cbcf\" tg-width=\"640\" tg-height=\"219\"><span>source: hash rate data from recent press releases, table by BOOX Research</span></p>\n<p>Considering the price of bitcoin has climbed by over 500% from under $10,000 back in October 2020 to a current price near $60,000, the performance of bitcoin miners has been even more impressive. From the group above, the average stock has returned about 1,400% since October and even more over the past year. Indeed, 2020 was a breakout year for bitcoin mining with a bullish case now being that the industry is just getting started.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3693b4e1779ddf8047c72c7cfe97a1be\" tg-width=\"635\" tg-height=\"394\"><span>Data by YCharts</span></p>\n<p>Marathon Digital has been the biggest winner as the stock is up by over 2,760% in the last 6-months. The U.S.-based company has taken an aggressive expansion approach by announcing the largest investment towards bitcoin mining machines among any publicly traded miners. Riot Blockchain Inc (RIOT) with a market cap of $4.8 billion has also been a big winner up over 2,000% in the last 6-months.</p>\n<p>What we are seeing is the miners are being rewarded for their production growth outlook in the context of rising bitcoin prices. While Marathon Digital's current capacity last reported at&nbsp;710 PH/s (0.71EH/s)&nbsp;is on the lower end compared to the other in the industry. The attraction in MARA is the anticipation of the company deploying 10,370 PH/s in hash rate capacity by Q1 2022 which represents about 6.4% of the global bitcoin network at the current difficulty which is nearly 3x larger than any other company has currently announced. RIOT expects to increase capacity from a current 1,300 PH/s to 4,000 by the end of this year, also reflecting a well-capitalized expansion strategy.</p>\n<p><b>Value in Bitcoin Miners</b></p>\n<p>While MARA and RIOT as the two most valuable bitcoin mining companies have compelling growth outlooks, we also see value in some of the smaller bitcoin mining names. The table below ranks the bitcoin mining stocks in terms of their current hash rate capacity and annualized revenue run rates against their market value to establish a price to sales multiple.</p>\n<p><b>Value in Bitcoin Miners</b></p>\n<p>While MARA and RIOT as the two most valuable bitcoin mining companies have compelling growth outlooks, we also see value in some of the smaller bitcoin mining names. The table below ranks the bitcoin mining stocks in terms of their current hash rate capacity and annualized revenue run rates against their market value to establish a price to sales multiple.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5dc488e649ecea5f53625f03afc1fb3\" tg-width=\"640\" tg-height=\"314\"><span>source: data sourced from company press releases/ table by BOOX Research</span></p>\n<p>Bit Digital with a market cap of $791 million stands out as trading at just 2.9x the value of its current bitcoin mining capacity. Assuming a constant bitcoin price of $55,000 and the current bitcoin network difficulty level of 162,230 PH/s, Bit Digital's 2,453 PH/s hash rate corresponds to 1.51% of the current bitcoin network. The company mined 427.9 bitcoin in February which puts it on track to receive approximately 4,967 bitcoins over a full year at its current hash rate.</p>\n<p>One explanation for why Bit Digital trades at such a discount to the peer group is that the company maintains operations in China which is seen as a high-risk jurisdiction for bitcoin with an uncertain regulatory environment. In March, the Chinese government banned bitcoin mining from the&nbsp;Inner Mongoliaregion citing power consumption concerns effective later this month. SOS Limited Inc (SOS) is another bitcoin miner with operations in China that has faced questions regarding its operations in China.</p>\n<p>Bit Digital addressed the situation in its&nbsp;annual report&nbsp;explaining it is in the process of migrating the infrastructure to avoid disruptions. Notably, the company is also shifting a larger portion of its operation to the United States with a current facility in Texas and Georgia. Nevertheless, the geographic and regulatory risk may explain what otherwise appears to be a depressed valuation. That said, we are bullish on BTBT, and view its valuation as simply too cheap to ignore.</p>\n<p>Bitfarms Limited (OTCPK:BFARF) and Digihost Technology Inc (OTCQB:HSSHF) benefit from much more attractive jurisdictions with operations based out of Canada. Both stocks are trading at a 3.5x price to sales multiple utilizing the same analysis technique which we believe is compelling here.</p>\n<p>At the other end, it can be said that Marathon Digital is trading at a price to sales multiple of 70.9x considering the annualized run rate of the 102.3 bitcoins it mined in March. Hive Blockchain Technologies Inc (OTCQX:HVBTF) and RIOT each trade at a current run-rate price to sales multiple of 57x and 37x by our estimates. Hive Blockchain is primarily focused on mining Ethereum (ETH-USD) cryptocurrency but has more recently taken steps to expanded its bitcoin mining capacity. Our price multiple for Hive only considers its BTC capacity, recognizing there is significant value in the broader operation.</p>\n<p><b>Growth In Bitcoin Miners</b></p>\n<p>Taking our analysis a step further to consider the future announced hash rate capacity and corresponding revenue potential, we calculate a \"forward price to sales multiple\". For Marathon Digital, assuming the company can reach 10,370 PH/s in hash rate capacity by Q1 2021, that level would be able to mine approximately 21,998 bitcoins over a full year and represent $1.2 billion in revenue at a bitcoin price of $55,000 and current network difficulty. By this measure, shares of MARA are trading at a more reasonable forward price to sales multiple of 4.9x looking ahead towards 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5503e911a66702cd25bd242411eaefd0\" tg-width=\"640\" tg-height=\"268\"><span>source: data sourced from company press releases/ table by BOOX Research</span></p>\n<p>The9 Limited (NCTY) is another stock that stands out as it expects to expand capacity to&nbsp;3,558 PH/s by Q3 of 2022&nbsp;from a current 693 PH/s representing an estimated forward price to sales multiple of just 0.9x. The main consideration here is that the company has been pushing a series of equity offerings to fund the purchase of the mining rigs which skews this valuation metric. Nevertheless, the potential for The9 to generate $396 million in revenue at its future hash rate capacity is significant against a current market cap of just $364 million.</p>\n<p>A case can be made that miners like DMG Blockchain Solutions (OTCQB:DMGGF) and Bitfarms Limited each with a forward price to sales multiple of 1.1x and 1.4x, along with BTBT and NCTY deserve a closer look in the context of the bullish sentiment across the broader crypto sector. At the end of the day, bitcoin is a commodity, and the \"brand\" of which mining company produces it doesn't matter. While the market has thus far chosen MARA as the torchbearer for the industry, we are more bullish on the smaller miners that can benefit if their valuation spreads converge higher with a multiples expansion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48dc91ab970cb8c0bcc919ecfec0e34f\" tg-width=\"640\" tg-height=\"348\"><span>source: DMG Blockchain Solutions</span></p>\n<p>A recent development has been scrutiny towards the power consumption of the industry forcing miners to seek clean energy and renewable electricity sources. We expect the miners that can ramp up production while utilizing environmentally conscious energy sources can be rewarded by the market with a higher growth premium. DMG Blockchain, Bitfarms, and CleanSpark Inc (CLSK) are each building their own power-generating infrastructure.</p>\n<p>Finally, it's worth mentioning that the various bitcoin mining companies have accumulated significant treasury holdings of bitcoin and other digital assets. A pattern we observe is that the miners with relatively large treasury holdings are getting a premium in the market as it represents some level of intrinsic value.</p>\n<p>Hut 8 Mining Corp (OTCQX:HUTMF) last reported&nbsp;3,233 BTC&nbsp;on its balance sheet representing nearly $190 million, or roughly 20% of the stocks' current $920 million market value. Backing out the BTC position from the balance sheet, the stock is trading at a 5x multiple on its future hash rate capacity value of 1,300 PH/s.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d7927703c2c01c0fc5c12f291886929\" tg-width=\"640\" tg-height=\"368\"><span>source: Hut 8 Mining</span></p>\n<p><b>Risks To Consider</b></p>\n<p>Our key takeaway here is that bitcoin mining is a profitable business at current market pricing levels and the industry is quickly maturing. Miners are evolving into major corporations that are building up a long-term strategy.</p>\n<p>It goes without saying that the main risk in trading bitcoin mining stocks is the price of bitcoin price which is expected to remain volatile. This remains a high-risk industry that requires both a long-term outlook and the price of bitcoin to at least remain elevated. A significant selloff in bitcoin below $30,000 and an extended period at depressed prices would likely be significantly bearish for the group of miners compared to the current level and force a reassessment of the long-term outlook. Many of the stocks we referenced above are small-caps or trade over-the-counter which adds to their speculative nature.</p>\n<p>Be aware of potential regulatory challenges to bitcoin and other cryptocurrencies which could limit the appeal of the asset class as an investment. Last month, it was reported that the country of&nbsp;Indiais considering an outright ban on holding or trading cryptocurrencies citing concerns related to financial system stability. While not confirmed and still up for debate, a finalized measure in India could set the tone for other countries to follow.</p>\n<p>Investors interested in any bitcoin mining stock should only consider a small position in the context of a diversified portfolio. We also recommend investors average into trades over days and weeks to secure a low-cost basis by adding gradually to any weakness.</p>\n<p>Final Thoughts</p>\n<p>There's no secret here other than recognizing that if the price of BTC is going to continue climbing higher, the bitcoin mining stocks have significant upside. In a scenario where the price of bitcoin takes a leg higher towards $75,000 or beyond by the end of the year, the revenue potential can balance out some of the hash rate difficultly increases as the bullish case. In the near term, the goal for miners is to grow their own hash rate faster than the overall network to stay ahead of the curve. A rising price of BTC also allows the economics to maintain a positive net present value.</p>\n<p>We presented a simple price to sales valuation technique based on each company's hash rate that we believe can serve as a good starting point for further due diligence. The questions investors should be asking are how credible each company's management team is and how the growth strategy is being funded. Monitoring points in the upcoming quarters include each company's update on mining capacity and realized production level.</p>\n<p>Overall, we are bullish on the group with a view that a rising tide can carry all boats. A breakout in BTC above $60k would likely support higher valuations across the industry.</p>","source":"seekingalpha","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>Sizing Up 12 Bitcoin Mining Stocks</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\">\nSizing Up 12 Bitcoin Mining Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4417795-sizing-up-12-bitcoin-mining-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nBitcoin mining stocks have been big winners over the past year benefiting from the bull market in cryptocurrencies.\nThe industry is quickly evolving with a profitable business model at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4417795-sizing-up-12-bitcoin-mining-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCTY":"第九城市","MARA":"Marathon Digital Holdings Inc","DMGGF":"DMG Blockchain Solutions Inc.","CLSK":"CleanSpark, Inc.","BFARF":"Bitfarms Ltd.","RIOT":"Riot Platforms"},"source_url":"https://seekingalpha.com/article/4417795-sizing-up-12-bitcoin-mining-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1117421967","content_text":"Summary\n\nBitcoin mining stocks have been big winners over the past year benefiting from the bull market in cryptocurrencies.\nThe industry is quickly evolving with a profitable business model at current bitcoin prices.\nThe 12 bitcoin mining stocks we're trading and where we see the value.\n\nPhoto by eclipse_images/E+ via Getty Images\nBitcoin mining has emerged as a vibrant new industry with several stocks in the segment benefiting from climbing cryptocurrency prices. The price of bitcoin (BTC-USD) near $60k is up over 100% just year-to-date with several tailwinds suggesting there is more upside ahead. Themes like the growing recognition of crypto among institutional investors as an alternative asset class along with early steps by major corporations to accept crypto as payments are adding to confidence that bitcoin is here to stay.\nWe sense that crypto miners remain poorly understood with many investors simply missing out due to some outdated dogma. The reality is that companies are generating significant cash flows and revenues in what is an exciting growth story. Recognizing that the main risk remains the direct exposure to the price of bitcoin which is expected to remain volatile, we are bullish on several mining stocks that we expect to outperform the price of bitcoin to the upside.\nsource: finviz.com\nWhat is Bitcoin Mining\nBitcoin mining as a business model is relatively simple. The companies acquire and operate the specialized computer hardware equipment with application-specific integrated circuits \"ASIC\". The setup is typically installed in a warehouse or data center integrated into a system that continuously works to solve the bitcoin code to earn the network reward for the verified blockchain transactions.\nCurrently, the global bitcoin network awards 6.25 BTC per block, and each block is solved on average every 10 minutes as a protocol to the decentralized system. Over the course of a year, approximately 52,560 blocks are awarded on the network meaning 328,500 BTC are newly minted. At a market price of $55,000 per BTC, $18.1 billion are up for grabs.\nAs it relates to miners, the higher its computing power or \"hash rate\", the larger the proportion of each new block award the company can receive typically as a fraction of a bitcoin. Marathon Digital Holdings Inc (MARA), one of the largest publicly traded bitcoin miners my market cap, offers a good infographic explaining the concept in their recent investor presentation.\nsource Marathon Digital\nThe other side of the equation is the cost of production. The mining companies need to acquire the mining rigs which are in high demand. Operating the infrastructure generates a significant cost of electricity which has driven a trend by mining companies to establish facilities near low-cost power regions or source energy supplies directly. Some miners are even building their own generation facilities a focus on renewable clean energy as a response to concerns regarding the broader carbon footprint of the process.\nThe race in the industry right now is to acquire as many mining rigs as possible to increase production capacity through a higher hash rate. Canaan Inc. (CAN) and Ebang International Holdings Inc (EBON) are two key suppliers to the industry that have specialized in offering bitcoin and cryptocurrency-specific mining equipment with ASIC chips. Privately-held and China-based 'Bitmain Technologies Inc' is the largest industry supplier with its top-of-the-line 'Antminer S19' line recognized for efficiency.\nBitmain Antminer S19j\nA challenge right now is that most off-the-shelf hardware is currently sold out and upcoming bulk production from the major manufacturers already under contract. This means that there is a bottleneck for miners to materially expand production in the near term. It's worth mentioning that more basic hardware and older or less optimal systems can still mine bitcoins although miners are focusing on power efficiency to improve financial margins being more powerful machines that use less electricity.\nThere's Real Cash Flow and Earnings Potential\nThe main point here is that bitcoin mining in the current pricing environment is highly profitable. Looking at the Antminer S19j specifications pictured above, the unit has a hash rate capacity of 90TH/s \"tera hash\" with a specified 3,100 watts on-the-wall power consumption. Assuming a cost per KW/h of electricity at $0.05, which is reasonable for industrial users in several U.S. states, widely available bitcoin mining profit calculators online show that his single piece of hardware can generate a profit of approximately $30 per day at a bitcoin price of $55k taking into account average electricity costs. Over the course of a year, that $30 per day translates to an estimated gross profit of $10,950 would effectively pay back the $5,017 list price of the hardware equipment from Bitmain in under 6 months with is a compelling proposition.\nTo get a sense of the scale the mining companies are going for, Marathon Digital in December announced a purchase of 70,000 of these machines in a contract worth $170 million although the full delivery is expected in batches through 2022. The company believes it can achieve an average production cost of $4,451 per BTC including a contracted electricity rate of $0.028/kWh through a partnership with a renewable energy company. Based on company estimates, if all the machines purchased were deployed today, Marathon would be mining 55-60 bitcoins per day which corresponds to over $1.2 billion in annualized revenue.\nThe economics are similar for other bitcoin mining stocks in the industry, although the calculations are a bit more complicated when considering the bitcoin network hash rate is expected to continuously climb over time. As processing power is added to the network with more mining hardware going online, the difficulty rate increases essentially diluting each miner's existing proportion of the bitcoin reward blocks. Effectively the \"gross profit\" will tend to decreases at a constant bitcoin price.\nIn 2020, the bitcoin hash rate climbed by about 50% as a function of more miners joining the network. Nevertheless, the current breakeven for the industry is estimated at a BTC price under $10,000 depending on the electrical rates suggesting there is a margin of safety in the industry where bitcoin mining makes sense.\nData by YCharts\nHow to Analyze Crypto Mining Stocks\nFor bitcoin miners, the key metric to follow is each company's hash rate capacity. From the chart above, the current global bitcoin network hash rate is 162.23 million TH/s which can be converted to 162,230 PH/s or 162.23 EH/s. These are simply different denominations of standard hashing computation power on the bitcoin network. 1 EH/s representing -one quintillion hashes per second equals 1,000 PH/s or -one thousand quadrillion hashes per second.\nThe companies are commonly disclosing either their PH/s \"petahash per second\" or EH/s \"exahash per second\" as a standard unit of measurement representing the proportion of the bitcoin mining network each company is responsible for. In this regard, regardless of how many mining machines each company is running, with different models and specifications, the total hash rate implies a current level of bitcoin production and corresponding revenue in dollar terms.\nWhile Marathon Digital is now the most valuable publicly traded bitcoin miner with a market cap of $5.4 billion, the company is not the largest in terms of current production. That distinction goes to Bit Digital Inc (BTBT) which last announced a hash rate of 2,453.5 PH/s, representing about 1.5% of global bitcoin mining network capacity.\nFrom there, at a given market price of bitcoin and the current network hash rate, we can calculate a corresponding approximate revenue run rate. What we find is that the market is pricing the various bitcoin mining stocks through a variety of factors that include:\n\nExisting hash rate\nAnnounced purchases for mining machine deliveries (future hash rate).\nBitcoins/ digital currencies on their balance sheet (treasury positions).\nElectricity generation partnerships/ power purchase agreements\nOperating jurisdiction (China/US/Europe)\nExpansion strategy.\nAncillary businesses.\nCorporate governance visibility.\n\nHow 12 Crypto Mining Stocks Rank\nToday's we're looking at 12 bitcoin mining stocks that representative of the industry in the stock market. The group is diverse with several companies at different stages of deploying their mining operations that have resulted in a wide range of valuations. The table below highlights each company's last reported deployed bitcoin mining hash rate along with announced future hash rate capacity expectations. Each company's balance sheet bitcoin holdings data is also included if available.\nNote that the list is not meant to be exhaustive. The \"crypto\" stocks segment includes many other companies focused on broader blockchain technologies and services along with some companies that only recently announced an intention to begin bitcoin mining.\nsource: hash rate data from recent press releases, table by BOOX Research\nConsidering the price of bitcoin has climbed by over 500% from under $10,000 back in October 2020 to a current price near $60,000, the performance of bitcoin miners has been even more impressive. From the group above, the average stock has returned about 1,400% since October and even more over the past year. Indeed, 2020 was a breakout year for bitcoin mining with a bullish case now being that the industry is just getting started.\nData by YCharts\nMarathon Digital has been the biggest winner as the stock is up by over 2,760% in the last 6-months. The U.S.-based company has taken an aggressive expansion approach by announcing the largest investment towards bitcoin mining machines among any publicly traded miners. Riot Blockchain Inc (RIOT) with a market cap of $4.8 billion has also been a big winner up over 2,000% in the last 6-months.\nWhat we are seeing is the miners are being rewarded for their production growth outlook in the context of rising bitcoin prices. While Marathon Digital's current capacity last reported at 710 PH/s (0.71EH/s) is on the lower end compared to the other in the industry. The attraction in MARA is the anticipation of the company deploying 10,370 PH/s in hash rate capacity by Q1 2022 which represents about 6.4% of the global bitcoin network at the current difficulty which is nearly 3x larger than any other company has currently announced. RIOT expects to increase capacity from a current 1,300 PH/s to 4,000 by the end of this year, also reflecting a well-capitalized expansion strategy.\nValue in Bitcoin Miners\nWhile MARA and RIOT as the two most valuable bitcoin mining companies have compelling growth outlooks, we also see value in some of the smaller bitcoin mining names. The table below ranks the bitcoin mining stocks in terms of their current hash rate capacity and annualized revenue run rates against their market value to establish a price to sales multiple.\nValue in Bitcoin Miners\nWhile MARA and RIOT as the two most valuable bitcoin mining companies have compelling growth outlooks, we also see value in some of the smaller bitcoin mining names. The table below ranks the bitcoin mining stocks in terms of their current hash rate capacity and annualized revenue run rates against their market value to establish a price to sales multiple.\nsource: data sourced from company press releases/ table by BOOX Research\nBit Digital with a market cap of $791 million stands out as trading at just 2.9x the value of its current bitcoin mining capacity. Assuming a constant bitcoin price of $55,000 and the current bitcoin network difficulty level of 162,230 PH/s, Bit Digital's 2,453 PH/s hash rate corresponds to 1.51% of the current bitcoin network. The company mined 427.9 bitcoin in February which puts it on track to receive approximately 4,967 bitcoins over a full year at its current hash rate.\nOne explanation for why Bit Digital trades at such a discount to the peer group is that the company maintains operations in China which is seen as a high-risk jurisdiction for bitcoin with an uncertain regulatory environment. In March, the Chinese government banned bitcoin mining from the Inner Mongoliaregion citing power consumption concerns effective later this month. SOS Limited Inc (SOS) is another bitcoin miner with operations in China that has faced questions regarding its operations in China.\nBit Digital addressed the situation in its annual report explaining it is in the process of migrating the infrastructure to avoid disruptions. Notably, the company is also shifting a larger portion of its operation to the United States with a current facility in Texas and Georgia. Nevertheless, the geographic and regulatory risk may explain what otherwise appears to be a depressed valuation. That said, we are bullish on BTBT, and view its valuation as simply too cheap to ignore.\nBitfarms Limited (OTCPK:BFARF) and Digihost Technology Inc (OTCQB:HSSHF) benefit from much more attractive jurisdictions with operations based out of Canada. Both stocks are trading at a 3.5x price to sales multiple utilizing the same analysis technique which we believe is compelling here.\nAt the other end, it can be said that Marathon Digital is trading at a price to sales multiple of 70.9x considering the annualized run rate of the 102.3 bitcoins it mined in March. Hive Blockchain Technologies Inc (OTCQX:HVBTF) and RIOT each trade at a current run-rate price to sales multiple of 57x and 37x by our estimates. Hive Blockchain is primarily focused on mining Ethereum (ETH-USD) cryptocurrency but has more recently taken steps to expanded its bitcoin mining capacity. Our price multiple for Hive only considers its BTC capacity, recognizing there is significant value in the broader operation.\nGrowth In Bitcoin Miners\nTaking our analysis a step further to consider the future announced hash rate capacity and corresponding revenue potential, we calculate a \"forward price to sales multiple\". For Marathon Digital, assuming the company can reach 10,370 PH/s in hash rate capacity by Q1 2021, that level would be able to mine approximately 21,998 bitcoins over a full year and represent $1.2 billion in revenue at a bitcoin price of $55,000 and current network difficulty. By this measure, shares of MARA are trading at a more reasonable forward price to sales multiple of 4.9x looking ahead towards 2022.\nsource: data sourced from company press releases/ table by BOOX Research\nThe9 Limited (NCTY) is another stock that stands out as it expects to expand capacity to 3,558 PH/s by Q3 of 2022 from a current 693 PH/s representing an estimated forward price to sales multiple of just 0.9x. The main consideration here is that the company has been pushing a series of equity offerings to fund the purchase of the mining rigs which skews this valuation metric. Nevertheless, the potential for The9 to generate $396 million in revenue at its future hash rate capacity is significant against a current market cap of just $364 million.\nA case can be made that miners like DMG Blockchain Solutions (OTCQB:DMGGF) and Bitfarms Limited each with a forward price to sales multiple of 1.1x and 1.4x, along with BTBT and NCTY deserve a closer look in the context of the bullish sentiment across the broader crypto sector. At the end of the day, bitcoin is a commodity, and the \"brand\" of which mining company produces it doesn't matter. While the market has thus far chosen MARA as the torchbearer for the industry, we are more bullish on the smaller miners that can benefit if their valuation spreads converge higher with a multiples expansion.\nsource: DMG Blockchain Solutions\nA recent development has been scrutiny towards the power consumption of the industry forcing miners to seek clean energy and renewable electricity sources. We expect the miners that can ramp up production while utilizing environmentally conscious energy sources can be rewarded by the market with a higher growth premium. DMG Blockchain, Bitfarms, and CleanSpark Inc (CLSK) are each building their own power-generating infrastructure.\nFinally, it's worth mentioning that the various bitcoin mining companies have accumulated significant treasury holdings of bitcoin and other digital assets. A pattern we observe is that the miners with relatively large treasury holdings are getting a premium in the market as it represents some level of intrinsic value.\nHut 8 Mining Corp (OTCQX:HUTMF) last reported 3,233 BTC on its balance sheet representing nearly $190 million, or roughly 20% of the stocks' current $920 million market value. Backing out the BTC position from the balance sheet, the stock is trading at a 5x multiple on its future hash rate capacity value of 1,300 PH/s.\nsource: Hut 8 Mining\nRisks To Consider\nOur key takeaway here is that bitcoin mining is a profitable business at current market pricing levels and the industry is quickly maturing. Miners are evolving into major corporations that are building up a long-term strategy.\nIt goes without saying that the main risk in trading bitcoin mining stocks is the price of bitcoin price which is expected to remain volatile. This remains a high-risk industry that requires both a long-term outlook and the price of bitcoin to at least remain elevated. A significant selloff in bitcoin below $30,000 and an extended period at depressed prices would likely be significantly bearish for the group of miners compared to the current level and force a reassessment of the long-term outlook. Many of the stocks we referenced above are small-caps or trade over-the-counter which adds to their speculative nature.\nBe aware of potential regulatory challenges to bitcoin and other cryptocurrencies which could limit the appeal of the asset class as an investment. Last month, it was reported that the country of Indiais considering an outright ban on holding or trading cryptocurrencies citing concerns related to financial system stability. While not confirmed and still up for debate, a finalized measure in India could set the tone for other countries to follow.\nInvestors interested in any bitcoin mining stock should only consider a small position in the context of a diversified portfolio. We also recommend investors average into trades over days and weeks to secure a low-cost basis by adding gradually to any weakness.\nFinal Thoughts\nThere's no secret here other than recognizing that if the price of BTC is going to continue climbing higher, the bitcoin mining stocks have significant upside. In a scenario where the price of bitcoin takes a leg higher towards $75,000 or beyond by the end of the year, the revenue potential can balance out some of the hash rate difficultly increases as the bullish case. In the near term, the goal for miners is to grow their own hash rate faster than the overall network to stay ahead of the curve. A rising price of BTC also allows the economics to maintain a positive net present value.\nWe presented a simple price to sales valuation technique based on each company's hash rate that we believe can serve as a good starting point for further due diligence. The questions investors should be asking are how credible each company's management team is and how the growth strategy is being funded. Monitoring points in the upcoming quarters include each company's update on mining capacity and realized production level.\nOverall, we are bullish on the group with a view that a rising tide can carry all boats. A breakout in BTC above $60k would likely support higher valuations across the industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156646663,"gmtCreate":1625221188452,"gmtModify":1625221188452,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BITF\">$Bitfarms Ltd.(BITF)$</a> 这股20倍以上没问题的 立帖为证","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BITF\">$Bitfarms Ltd.(BITF)$</a> 这股20倍以上没问题的 立帖为证","text":"$Bitfarms Ltd.(BITF)$ 这股20倍以上没问题的 立帖为证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156646663","isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168575683,"gmtCreate":1623979825342,"gmtModify":1623979825342,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"对比喜茶 奈雪还是太弱了&nbsp;","listText":"对比喜茶 奈雪还是太弱了&nbsp;","text":"对比喜茶 奈雪还是太弱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/168575683","repostId":"2144723622","repostType":4,"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552256158766045","authorId":"3552256158766045","name":"ryumine","avatar":"https://static.tigerbbs.com/d79e569d49f857b47475bf8fd7942ae4","crmLevel":2,"crmLevelSwitch":0},"content":"喜茶还知道只做高端不行还是需要爱下沉市场专门做了一个品牌","text":"喜茶还知道只做高端不行还是需要爱下沉市场专门做了一个品牌","html":"喜茶还知道只做高端不行还是需要爱下沉市场专门做了一个品牌"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":318055149,"gmtCreate":1611838235881,"gmtModify":1703754604189,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 到底会不会看新闻 银湖资本债转股 认购了4440w股 而且还是a类股 等于多了一个大股东拿着多头 这还不逼死空头？ 他13.5增发的 等于是铁底了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 到底会不会看新闻 银湖资本债转股 认购了4440w股 而且还是a类股 等于多了一个大股东拿着多头 这还不逼死空头？ 他13.5增发的 等于是铁底了","text":"$AMC院线(AMC)$ 到底会不会看新闻 银湖资本债转股 认购了4440w股 而且还是a类股 等于多了一个大股东拿着多头 这还不逼死空头？ 他13.5增发的 等于是铁底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/318055149","isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11965178738539","authorId":"11965178738539","name":"跌跌跌888","avatar":"https://static.tigerbbs.com/b29056b74f08abbc89687e10a0bf2f02","crmLevel":1,"crmLevelSwitch":0},"content":"就怕银湖资本当天拿到手就卖了套现离场","text":"就怕银湖资本当天拿到手就卖了套现离场","html":"就怕银湖资本当天拿到手就卖了套现离场"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334174003,"gmtCreate":1610722540602,"gmtModify":1703746617447,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 这次的财报应该亏损不少吧","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 22号还有期权杀 这周股价估计在13-15徘徊 等下周吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 22号还有期权杀 这周股价估计在13-15徘徊 等下周吧","text":"$老虎证券(TIGR)$ 22号还有期权杀 这周股价估计在13-15徘徊 等下周吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/337974435","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465039675788441","authorId":"3465039675788441","name":"undefined","avatar":"https://static.tigerbbs.com/9f3bb693c3070c17c8ad782566ac8eb8","crmLevel":2,"crmLevelSwitch":0},"content":"杀做空的期权不就行了","text":"杀做空的期权不就行了","html":"杀做空的期权不就行了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186855830,"gmtCreate":1623486858920,"gmtModify":1623486858920,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎的版面看起来是最舒服的 跟牛牛那种老年人版面确实不太一样","listText":"老虎的版面看起来是最舒服的 跟牛牛那种老年人版面确实不太一样","text":"老虎的版面看起来是最舒服的 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Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p>&nbsp;6月12日，在老虎证券七周年Open Day现场，创始人及CEO巫天华表示公司正全力加速国际化，目标是成为世界一流科技券商。</p>\n<p>&nbsp;2021年一季度，老虎证券曾宣布将进入美国市场。巫天华透露，截止目前，美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p>&nbsp;“不少人对老虎证券的印象还停留在服务全球华人用户时期，但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来，公司会继续集中兵力提升产品和技术竞争力，加速国际化扩张。”巫天华表示，在客户增速创下新高的一季度，海外客户占据新增入金客户的半壁江山，充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;老虎证券成立于2014年，在过去7年里，老虎凭借领先的技术和一站式交易体验，在2020年10月以创纪录的速度迈入百万开户客户行列。2020年，公司正式开启国际化，而此时的证券行业也处于巨变中：史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面，行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面，凭借前期对产品充分的打磨，老虎证券在新加坡顺利抓住此次历史机遇，登顶新加坡热门财务类应用（iOS APP Store）榜单，2021年一季度新增用户超越去年总和。</p>\n<p><b>&nbsp;</b>此前，巫天华曾在2020年三季度业绩会中表示，相信未来12-24个月内，海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现，老虎证券正在锚定更宽广的国际化赛道。</p>\n<p>&nbsp;“券商行业处于代际更替的节点，第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品，通过坚持前中后台自研，不断优化用户体验。”巫天华强调，全球用户对于优质产品和服务的需求是相通的，不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;从发展轨迹来看，老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口，推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升，再加上投资散户化的大势所趋，公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p>&nbsp;据悉，为了进一步加强资源协同以保证国际化运营效率，老虎证券已成立增长、数据和技术中台，以更好支持代码策略灵活配置保障本地化体验。</p>\n<p>&nbsp;“经过七年的沉淀，老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商，用科技不断为客户创造增量价值，将中国技术带向世界。”巫天华说。</p>\n<p>&nbsp;对于老虎证券而言，真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE 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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\">2021-06-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216226253307800%22%7D&amp;feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p>&nbsp;6月12日，在老虎证券七周年Open Day现场，创始人及CEO巫天华表示公司正全力加速国际化，目标是成为世界一流科技券商。</p>\n<p>&nbsp;2021年一季度，老虎证券曾宣布将进入美国市场。巫天华透露，截止目前，美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p>&nbsp;“不少人对老虎证券的印象还停留在服务全球华人用户时期，但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来，公司会继续集中兵力提升产品和技术竞争力，加速国际化扩张。”巫天华表示，在客户增速创下新高的一季度，海外客户占据新增入金客户的半壁江山，充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;老虎证券成立于2014年，在过去7年里，老虎凭借领先的技术和一站式交易体验，在2020年10月以创纪录的速度迈入百万开户客户行列。2020年，公司正式开启国际化，而此时的证券行业也处于巨变中：史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面，行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面，凭借前期对产品充分的打磨，老虎证券在新加坡顺利抓住此次历史机遇，登顶新加坡热门财务类应用（iOS APP Store）榜单，2021年一季度新增用户超越去年总和。</p>\n<p><b>&nbsp;</b>此前，巫天华曾在2020年三季度业绩会中表示，相信未来12-24个月内，海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现，老虎证券正在锚定更宽广的国际化赛道。</p>\n<p>&nbsp;“券商行业处于代际更替的节点，第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品，通过坚持前中后台自研，不断优化用户体验。”巫天华强调，全球用户对于优质产品和服务的需求是相通的，不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;从发展轨迹来看，老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口，推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升，再加上投资散户化的大势所趋，公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p>&nbsp;据悉，为了进一步加强资源协同以保证国际化运营效率，老虎证券已成立增长、数据和技术中台，以更好支持代码策略灵活配置保障本地化体验。</p>\n<p>&nbsp;“经过七年的沉淀，老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商，用科技不断为客户创造增量价值，将中国技术带向世界。”巫天华说。</p>\n<p>&nbsp;对于老虎证券而言，真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb88831aeee93df3a0e3d746d13f5107","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159028389","content_text":"【正在直播】老虎7周年Open Day\n老虎证券正处于肉眼可见的变革中。\n 6月12日，在老虎证券七周年Open Day现场，创始人及CEO巫天华表示公司正全力加速国际化，目标是成为世界一流科技券商。\n 2021年一季度，老虎证券曾宣布将进入美国市场。巫天华透露，截止目前，美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。\n “不少人对老虎证券的印象还停留在服务全球华人用户时期，但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来，公司会继续集中兵力提升产品和技术竞争力，加速国际化扩张。”巫天华表示，在客户增速创下新高的一季度，海外客户占据新增入金客户的半壁江山，充分展现公司国际化能力。\n\n 老虎证券成立于2014年，在过去7年里，老虎凭借领先的技术和一站式交易体验，在2020年10月以创纪录的速度迈入百万开户客户行列。2020年，公司正式开启国际化，而此时的证券行业也处于巨变中：史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面，行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面，凭借前期对产品充分的打磨，老虎证券在新加坡顺利抓住此次历史机遇，登顶新加坡热门财务类应用（iOS APP Store）榜单，2021年一季度新增用户超越去年总和。\n 此前，巫天华曾在2020年三季度业绩会中表示，相信未来12-24个月内，海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现，老虎证券正在锚定更宽广的国际化赛道。\n “券商行业处于代际更替的节点，第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品，通过坚持前中后台自研，不断优化用户体验。”巫天华强调，全球用户对于优质产品和服务的需求是相通的，不会拒绝全新科技生产力所带来的投资体验升级。\n\n 从发展轨迹来看，老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口，推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升，再加上投资散户化的大势所趋，公司将步伐迈往更大的全球市场“水到渠成”。\n 据悉，为了进一步加强资源协同以保证国际化运营效率，老虎证券已成立增长、数据和技术中台，以更好支持代码策略灵活配置保障本地化体验。\n “经过七年的沉淀，老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商，用科技不断为客户创造增量价值，将中国技术带向世界。”巫天华说。\n 对于老虎证券而言，真正的蝶变才刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311010125,"gmtCreate":1611756835567,"gmtModify":1703753187133,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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终止交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/336629663","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836946726,"gmtCreate":1629450046465,"gmtModify":1629450046465,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小心被兔子割得你毛都不剩","listText":"小心被兔子割得你毛都不剩","text":"小心被兔子割得你毛都不剩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836946726","repostId":"1148784220","repostType":4,"repost":{"id":"1148784220","pubTimestamp":1629426691,"share":"https://www.laohu8.com/m/news/1148784220?lang=&edition=full","pubTime":"2021-08-20 10:31","market":"us","language":"zh","title":"头号主权基金重仓中国！1500亿瞄准十只“大票”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148784220","media":"资事堂","summary":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资","content":"<p>全球最大主权基金“重仓中国”的线索曝光。</p>\n<p>截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。</p>\n<p>这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。</p>\n<p>这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。</p>\n<p>值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。</p>\n<p><b>01、“直投+委外”瞄准中国股票</b></p>\n<p>按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。</p>\n<p>挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。</p>\n<p>这足以看出挪威养老金对中国股票增长潜力的判断。</p>\n<p>资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。</p>\n<p>2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。</p>\n<p>另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。</p>\n<p>资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。</p>\n<p>挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。</p>\n<p><b>02、十大重仓股近1500亿元</b></p>\n<p>综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。</p>\n<p>十大重仓股依次为：<a href=\"https://laohu8.com/S/TSM\">台积电</a>（79.4亿美元）、<a href=\"https://laohu8.com/S/00700\">腾讯</a>（59.8亿美元）、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（54.6亿美元）、<a href=\"https://laohu8.com/S/JD\">京东</a>（6.8亿美元）、<a href=\"https://laohu8.com/S/BIDU\">百度</a>（4.6亿美元）、<a href=\"https://laohu8.com/S/NTES\">网易</a>（4.2亿美元）、<a href=\"https://laohu8.com/S/TAL\">好未来</a>（3.4亿美元）、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>（3.2亿美元）、<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育（2.6亿美元）、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>（2.1亿美元）。</p>\n<p>除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。</p>\n<p>其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。</p>\n<p>此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。</p>\n<p><b>03、“下沉”选股</b></p>\n<p>资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。</p>\n<p><img src=\"https://static.tigerbbs.com/676739b976610d67b00eb264139845c3\" tg-width=\"419\" tg-height=\"930\" referrerpolicy=\"no-referrer\"></p>\n<p>以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，<b>还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。</b></p>\n<p>比如：今年中国本土机构大手笔炒作新能源汽车，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。</p>\n<p>与众不同的是，挪威养老金持有二手车平台公司——<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>。</p>\n<p>又如：挪威养老金非常看好中国社交服务平台，包括<a href=\"https://laohu8.com/S/WUBA\">58同城</a>（提供租房、二手车、家政等服务）、<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>（基于地理位置的陌生人社交工具）、<a href=\"https://laohu8.com/S/WB\">微博</a>、欢聚时代（社交媒体平台）、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>（移动聚合内容自媒体）、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>（游戏赛事直播平台）。</p>\n<p>再如：看好普惠金融科技平台，包括<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>、<a href=\"https://laohu8.com/S/QD\">趣店</a>、<a href=\"https://laohu8.com/S/FINV\">信也科技</a>、<a href=\"https://laohu8.com/S/XYF\">小赢科技</a>。</p>\n<p>值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、<a href=\"https://laohu8.com/S/LX\">乐信</a>集团（新型消费服务平台）、<a href=\"https://laohu8.com/S/CISG\">泛华保险</a>（第三方O2O保险代理服务平台，提供财险寿险等服务）。</p>","source":"lsy1568174316590","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>头号主权基金重仓中国！1500亿瞄准十只“大票”</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头号主权基金重仓中国！1500亿瞄准十只“大票”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"BIDU":"百度","TSM":"台积电","JD":"京东","TAL":"好未来","ZTO":"中通快递","NTES":"网易","00700":"腾讯控股","PDD":"拼多多","BABA":"阿里巴巴","EDU":"新东方"},"source_url":"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148784220","content_text":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n01、“直投+委外”瞄准中国股票\n按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。\n挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。\n这足以看出挪威养老金对中国股票增长潜力的判断。\n资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。\n2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。\n另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。\n资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。\n挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。\n02、十大重仓股近1500亿元\n综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。\n十大重仓股依次为：台积电（79.4亿美元）、腾讯（59.8亿美元）、阿里巴巴（54.6亿美元）、京东（6.8亿美元）、百度（4.6亿美元）、网易（4.2亿美元）、好未来（3.4亿美元）、拼多多（3.2亿美元）、新东方教育（2.6亿美元）、中通快递（2.1亿美元）。\n除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。\n其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。\n此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。\n03、“下沉”选股\n资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。\n\n以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。\n比如：今年中国本土机构大手笔炒作新能源汽车，蔚来汽车、小鹏汽车、理想汽车属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。\n与众不同的是，挪威养老金持有二手车平台公司——汽车之家。\n又如：挪威养老金非常看好中国社交服务平台，包括58同城（提供租房、二手车、家政等服务）、陌陌（基于地理位置的陌生人社交工具）、微博、欢聚时代（社交媒体平台）、趣头条（移动聚合内容自媒体）、斗鱼（游戏赛事直播平台）。\n再如：看好普惠金融科技平台，包括金融壹账通、趣店、信也科技、小赢科技。\n值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、乐信集团（新型消费服务平台）、泛华保险（第三方O2O保险代理服务平台，提供财险寿险等服务）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808996830,"gmtCreate":1627548968720,"gmtModify":1627548968720,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"肯定是啊 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