下一站苏州站的个人主页 - 老虎社区

下一站苏州站

下一站苏州站

春风吹遍每一个角落！

IP属地：贵州

3关注

1粉丝

2主题

0勋章

下一站苏州站

2021-02-04

$游戏驿站(GME)$不知道屎壳郎和它的兄弟们，还有那个什么合肥男科医院，此刻是怎样的心情

下一站苏州站

2021-04-09

$邮储银行(01658)$李录出货了？

下一站苏州站

2021-02-11

B做空B

抱歉，原内容已删除

下一站苏州站

2021-02-13

$荔枝(LIZI)$庄股又来带节奏

下一站苏州站

2021-11-23

去年也是这帮人，跨过香江去灰头土脸回。一年过去又硬气了[捂脸]

已到可以贪婪时！机构发话，港股投资机会何在？

下一站苏州站

2021-07-19

序曲已经拉开

抱歉，原内容已删除

下一站苏州站

2021-06-07

$逸仙电商(YSG)$加加速，搞快点

下一站苏州站

2021-05-06

$逸仙电商(YSG)$这货空的不太爽，跌的太慢，不过确实是个无底洞[得意]

下一站苏州站

2021-03-19

$康特隆(01912)$当之无愧芯片龙头！任尔东西南北风，我自岿然不动。

下一站苏州站

2020-10-14

$Medalist Diversified REIT, Inc.(MDRR)$空！

下一站苏州站

2021-08-23

前言不搭后语

抱歉，原内容已删除

下一站苏州站

2021-02-17

$荔枝(LIZI)$这垃圾股就是垃圾

下一站苏州站

2021-08-02

市值管理大法好

抱歉，原内容已删除

下一站苏州站

2021-07-19

许🐶撑不住了

抱歉，原内容已删除

下一站苏州站

2021-06-07

[梭哈]

抱歉，原内容已删除

下一站苏州站

2021-06-02

啪啪啪

抱歉，原内容已删除

下一站苏州站

2021-05-28

$新氧(SY)$抖落泥巴，准备上路了

下一站苏州站

2021-04-22

$逸仙电商(YSG)$空军集结，准备收割脑残

下一站苏州站

2020-12-17

足彩大乐透？

抱歉，原内容已删除

去老虎APP查看更多动态

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21:13","market":"us","language":"zh","title":"又一场恶战！华尔街机构正大举做空散户抱团的AMC","url":"https://stock-news.laohu8.com/highlight/detail?id=2141323407","media":"华尔街见闻","summary":"今年年初那一轮散户借着抱团割机构韭菜扬名之后，近几周散户抱团股又掀波澜。\n虽然经历了上周全周的大起大落，但散户抱团股依然取得傲人成绩。截至上周五美股收盘，AMC院线当周累涨逾83%，高斯电子（KOSS","content":"<p>今年年初那一轮散户借着抱团割机构韭菜扬名之后，近几周散户抱团股又掀波澜。</p>\n<p>虽然经历了上周全周的大起大落，但散户抱团股依然取得傲人成绩。截至上周五美股收盘，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>当周累涨逾83%，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>（KOSS）当周累涨16.8%，<a href=\"https://laohu8.com/S/EXPR\">Express</a>当周涨幅达到15%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>（GME）涨近12%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>（BB）累计收涨38%。</p>\n<p>不过，抱团股未来的路可能不会平淡。路透根据期权数据的分析以及华尔街基金经理调查表明，华尔街机构投资者已经通过复杂的期权交易，押注散户抱团股下跌。</p>\n<p>机构投资者们使用的是一个叫卖权空头价差（Bear Put Spread）的策略，该策略由卖出一手执行价格低的卖权和买入一手执行价格高的卖权组成。 采用该策略表明对后市看空，核心目的是以有限的风险获取有限的收益。</p>\n<p>华尔街机构投资者小心行事的原因还在于年初那一轮和散户“硬刚”的博弈吃了败仗。</p>\n<p>今年年初，美国散户在论坛Reddit上集结，通过拉升游戏零售商GameStop股票令专门做空个股的华尔街投资公司损失惨重，导致梅尔文资本等两家投资机构不得不“缴械投降”。</p>\n<p>不过这一次的“战场”从GameStop变成了AMC——散户们在Reddit上的WallStreetBets等论坛大肆宣传该只股票。仅上周，AMC股价大涨83%，年初以来已飙升2160%，令做空者损失近40亿美元。</p>\n<p>期权价格往往因个股波动率上升而上涨，但像上周AMC这样的价格波幅很难持续很长时间，一旦市场情绪降温，股价往往会下跌，机构投资者赌的就是这个逻辑。</p>\n<p>只不过，没有人知道市场情绪何时降温，机构投资者也不知道自己是否有足够多的力量与抱团散户抗衡。而卖权空头价差策略中，如果AMC股价不跌，或者跌幅不及预期，交易者买入看空期权蒙受的损失，很大一部分能被卖出看空期权获得的收益所弥补。</p>\n<p>期权交易所数据也佐证了机构投资者的风向。根据期权分析公司Trade Alert的数据，卖权空头价差策略受到了机构投资者的青睐，占到了本周AMC交易量的22%，较5月平均的13%水平明显上升。</p>\n<p>不过数据也表明，AMC期权交易整体由散户投资者主导，每日期权交易量中只有约10%-15%的占比是以超过100份合约为单位进行交易的，基本上超过100份合约单位被认为是机构投资者所为。</p>","source":"wallstreetcn_api","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>又一场恶战！华尔街机构正大举做空散户抱团的AMC</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{ 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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又一场恶战！华尔街机构正大举做空散户抱团的AMC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 21:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3632366><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年年初那一轮散户借着抱团割机构韭菜扬名之后，近几周散户抱团股又掀波澜。\n虽然经历了上周全周的大起大落，但散户抱团股依然取得傲人成绩。截至上周五美股收盘，AMC院线当周累涨逾83%，高斯电子（KOSS）当周累涨16.8%，Express当周涨幅达到15%，游戏驿站（GME）涨近12%，黑莓（BB）累计收涨38%。\n不过，抱团股未来的路可能不会平淡。路透根据期权数据的分析以及华尔街基金经理调查表明，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3632366\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537ad0b0f865a392242e7815952d23bd","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://wallstreetcn.com/articles/3632366","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141323407","content_text":"今年年初那一轮散户借着抱团割机构韭菜扬名之后，近几周散户抱团股又掀波澜。\n虽然经历了上周全周的大起大落，但散户抱团股依然取得傲人成绩。截至上周五美股收盘，AMC院线当周累涨逾83%，高斯电子（KOSS）当周累涨16.8%，Express当周涨幅达到15%，游戏驿站（GME）涨近12%，黑莓（BB）累计收涨38%。\n不过，抱团股未来的路可能不会平淡。路透根据期权数据的分析以及华尔街基金经理调查表明，华尔街机构投资者已经通过复杂的期权交易，押注散户抱团股下跌。\n机构投资者们使用的是一个叫卖权空头价差（Bear Put Spread）的策略，该策略由卖出一手执行价格低的卖权和买入一手执行价格高的卖权组成。 采用该策略表明对后市看空，核心目的是以有限的风险获取有限的收益。\n华尔街机构投资者小心行事的原因还在于年初那一轮和散户“硬刚”的博弈吃了败仗。\n今年年初，美国散户在论坛Reddit上集结，通过拉升游戏零售商GameStop股票令专门做空个股的华尔街投资公司损失惨重，导致梅尔文资本等两家投资机构不得不“缴械投降”。\n不过这一次的“战场”从GameStop变成了AMC——散户们在Reddit上的WallStreetBets等论坛大肆宣传该只股票。仅上周，AMC股价大涨83%，年初以来已飙升2160%，令做空者损失近40亿美元。\n期权价格往往因个股波动率上升而上涨，但像上周AMC这样的价格波幅很难持续很长时间，一旦市场情绪降温，股价往往会下跌，机构投资者赌的就是这个逻辑。\n只不过，没有人知道市场情绪何时降温，机构投资者也不知道自己是否有足够多的力量与抱团散户抗衡。而卖权空头价差策略中，如果AMC股价不跌，或者跌幅不及预期，交易者买入看空期权蒙受的损失，很大一部分能被卖出看空期权获得的收益所弥补。\n期权交易所数据也佐证了机构投资者的风向。根据期权分析公司Trade Alert的数据，卖权空头价差策略受到了机构投资者的青睐，占到了本周AMC交易量的22%，较5月平均的13%水平明显上升。\n不过数据也表明，AMC期权交易整体由散户投资者主导，每日期权交易量中只有约10%-15%的占比是以超过100份合约为单位进行交易的，基本上超过100份合约单位被认为是机构投资者所为。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115759020,"gmtCreate":1623031988060,"gmtModify":1623032549271,"author":{"id":"3546809137397115","authorId":"3546809137397115","authorIdStr":"3546809137397115","name":"下一站苏州站","avatar":"https://static.tigerbbs.com/3ad19744d5e1ba641130cafd96a159e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546809137397115"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>加加速，搞快点","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>加加速，搞快点","text":"$逸仙电商(YSG)$加加速，搞快点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115759020","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113328701,"gmtCreate":1622595135403,"gmtModify":1622599412666,"author":{"id":"3546809137397115","authorId":"3546809137397115","authorIdStr":"3546809137397115","name":"下一站苏州站","avatar":"https://static.tigerbbs.com/3ad19744d5e1ba641130cafd96a159e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546809137397115"},"themes":[],"htmlText":"啪啪啪","listText":"啪啪啪","text":"啪啪啪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113328701","repostId":"2139458070","repostType":2,"repost":{"id":"2139458070","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1622461988,"share":"https://www.laohu8.com/m/news/2139458070?lang=&edition=full","pubTime":"2021-05-31 19:53","market":"us","language":"zh","title":"中原建业（9982.HK）：好行业、好公司、好价格","url":"https://stock-news.laohu8.com/highlight/detail?id=2139458070","media":"丫丫港股圈","summary":"股价重估只会是时间问题","content":"<html><body><div><p><font face=\"Microsoft Yahei\"><span>5 月底，港股市场迎来了两只高关注度的新股，<a href=\"https://laohu8.com/S/02618\">京东物流</a>（2618.HK）和<a href=\"https://laohu8.com/S/09982\">中原建业</a>（9982.HK）。<a href=\"https://laohu8.com/S/JD\">京东</a>物流不必多说，依靠着母公司京东（9618.HK）和不少明星投资人的光环点燃了市场的认购情绪，仅公开招股就获得 715.61 倍的认购，在 5 月 27 日暗盘交易中京东物流大涨 29.71%。</span></font></p><p><font face=\"Microsoft Yahei\"><span>而今天上市交易的中原建业，在暗盘交易阶段的表现却与京东物流截然相反，股价下跌 13.3%。</span></font></p><p><font face=\"Microsoft Yahei\"><span>有趣的是，跟中原建业处于同一赛道的绿城管理（9979.HK）年初至今股价表现异常强势，涨幅已经累计近 60%，超额收益显著。</span><strong><span>也就是说，市场已经认可了地产代建赛道的发展前景。</span></strong></font></p><p><strong><font face=\"Microsoft Yahei\"><span>另一方面，这也就意味着中原建业或许是被市场错杀了。</span></font></strong></p><p><strong><font face=\"Microsoft Yahei\"><span>一、扎实的基本面</span></font></strong></p><p><strong><font face=\"Microsoft Yahei\"><span>1. 好赛道</span></font></strong></p><p><font face=\"Microsoft Yahei\"><span>关于整个代建行业，根据中指研究院报告，中国房地产代建潜在市场预期将继续由 2020 年的约 6.8 亿平方米增长至 2025 年的约 9.1 亿平方米。至 2025 年，中指院预期新签合约建筑面积于 2025 年将达 2.3 亿平方米。</span></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a303_1024.jpg\"/></font></div></div><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres2.myzaker.com/202105/60b4cba48e9f09359b00a304_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书，中指研究院</span></font></p><p><font face=\"Microsoft Yahei\"><span>渗透率方面，中指院预计房地产代建市场规模（按新签合约建筑面积计）现阶段占已售商品房建筑面积的 3% 至 5%，2025 年房地产代建市场预计将达 7.9 亿平方米，占中国已售商品房的 14.3%。</span></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres2.myzaker.com/202105/60b4cba48e9f09359b00a305_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书，中指研究院</span></font></p><p><font face=\"Microsoft Yahei\"><span>按《中国房地产代建行业发展蓝皮书》给出的测算，预计 2021 年至 2025 年，中国代建市场新订约总建筑面积将</span><strong><span>以 23.5% 的复合年增长率继续增长。</span></strong><span>到 2025 年，国内代建市场容量将达 2.2-2.5 亿平方米，</span><strong><span>在中性假设下，代建市场规模的渗透率将达到 14.9%，代建项目销售额将超 2 万亿。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><strong><span>依据中原建业招股书来看，中原建业 2020 年度的已售面积 570 万平方米占到代建市场总份额的 29.2%，位居行业第一位；2020 年的新增合约建筑面积约 860 万平方米，占总市场份额的 10.6%，在行业中排名第二。</span></strong><span>以收入计，中原建业 2017 年至 2020 年总合约销售金额</span><strong><span>71.5% 的复合年增长率</span></strong><span>均在国内代建行业中排名第一。</span><strong></strong></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a306_1024.jpg\"/></font></div></div><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a307_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书</span></font></p><p><font face=\"Microsoft Yahei\"><span>因此，结合中原建业 2021 年开始的基于河南市场、服务大中原战略，和本身河南城镇化率低于全国 4 个百分点，中原建业未来增长空间巨大，距离代建行业的天花板甚远。</span></font></p><p><strong><font face=\"Microsoft Yahei\"><span>2. 好公司</span></font></strong></p><p><font face=\"Microsoft Yahei\"><strong><span>高收入、净利润增长。</span></strong><span>中原建业于 2018-2020 年，分别实现营收 6.76 亿元、10.29 亿元、和 11.52 亿元，净利润分别为 4.04 亿元、6.41 亿元和 6.81 亿元。营业收入和净利润均保持高速增长，</span><strong><span>净利率分别为 59.7%、62.3% 及 59.2%。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><strong><span>充沛的现金流及现金余额。</span></strong><span>于 2018 年 -2020 年，中原建业的经营活动产生的现金流净值分别为 5.19 亿元，6.71 亿元和 6.15 亿元，基本高于每年产生的净利润。公司</span><strong><span>截止 2020 年底的现金及现金等价物也高达 3.85 亿元人民币，堪比现金奶牛的物业赛道。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><span>高股息回报。按招股书披露，中原建业上市后，预期每年将向股东派付净利润的大约 50% 作为股息。</span></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a308_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书</span></font></p><p><strong><font face=\"Microsoft Yahei\"><span>3. 好价格</span></font></strong></p><p><font face=\"Microsoft Yahei\"><span>中原建业招股定价 3 港币，市盈率（PE）11 左右，和代建第一股绿城管理 2020 年 7 月 IPO 上市的估值基本一致。而绿城管理经历一年多资本市场对代建股的估值修正，</span><strong><span>从最初的市盈率 10 倍左右已经涨到市场认可的接近市盈率 20 倍，</span></strong><span>基本反映了资本市场对代建股的估值，对后期代建股上市提供了可比、公开的市场参考。</span></font></p><p><font face=\"Microsoft Yahei\"><span>而中原建业并没有借势高价上市，招股定价还保持着绿城管理 2020 年招股的发型估值区间市盈率的 11 倍左右，</span><strong><span>确实给出了投资者较多的折让空间。</span></strong></font></p><p><strong><font face=\"Microsoft Yahei\"><span>二、非基本面的困扰</span></font></strong></p><p><font face=\"Microsoft Yahei\"><span>不过，\" 市场先生 \" 并非总是正确，尤其是市场情绪较弱的时候。</span></font></p><p><font face=\"Microsoft Yahei\"><span>根据公司公告，中原建业公开发售仅获得 4.99 倍认购，远低于京东物流的数百倍认购。</span><strong><span>原因或许非常简单，一是前文所说的京东物流有母公司和明星投资人的光环，二是京东物流募资体量较大，三是上市日期相近，导致京东物流对新股资金产生虹吸效应。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><span>而暗盘表现较差的原因，部分原因则是跟公司上市的方式有关。</span><strong><span>因为公司采用部分介绍上市的方式，导致部分投资人「被动」持有公司股票，而这部分投资人成本极低选择了获利出局。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><strong><span>但这些非基本面因素的困扰，正是投资人的机会，</span></strong><span>中原建业极好的行业基本面、财务、运营数据与招股发行认购倍数低、暗盘交易价格低形成了先明对比。</span></font></p><p><font face=\"Microsoft Yahei\"><strong></strong><strong><span>三、结语</span></strong></font></p><p><font face=\"Microsoft Yahei\"><span>三年前，港股市场对物管企业爱搭不理，但三年间，随着市场认知的逐步提升，部分物管企业的股价涨幅高达 10 倍，实现了业绩和估值的戴维斯双击。</span></font></p><p><font face=\"Microsoft Yahei\"><span>如今，市场对地产代建赛道的态度是这么的相似。一样万亿级别的市场空间、一样轻资产的商业模式、一样的高速增长、一样早期的低估值……</span></font></p><p><font face=\"Microsoft Yahei\"><span>港股市场总是这样，对时间成本的执著接近疯狂，只有看到强烈的赚钱效应才肯认可某个行业、某间企业的价值。但对于估值仅 10 倍市盈率、派息比率 50%、未来业务年复合增长率可能 30% 的中原建业，</span><strong><span>股价重估只会是时间问题。</span></strong></font></p></div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中原建业（9982.HK）：好行业、好公司、好价格\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2021-05-31 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><font face=\"Microsoft Yahei\"><span>5 月底，港股市场迎来了两只高关注度的新股，<a href=\"https://laohu8.com/S/02618\">京东物流</a>（2618.HK）和<a href=\"https://laohu8.com/S/09982\">中原建业</a>（9982.HK）。<a href=\"https://laohu8.com/S/JD\">京东</a>物流不必多说，依靠着母公司京东（9618.HK）和不少明星投资人的光环点燃了市场的认购情绪，仅公开招股就获得 715.61 倍的认购，在 5 月 27 日暗盘交易中京东物流大涨 29.71%。</span></font></p><p><font face=\"Microsoft Yahei\"><span>而今天上市交易的中原建业，在暗盘交易阶段的表现却与京东物流截然相反，股价下跌 13.3%。</span></font></p><p><font face=\"Microsoft Yahei\"><span>有趣的是，跟中原建业处于同一赛道的绿城管理（9979.HK）年初至今股价表现异常强势，涨幅已经累计近 60%，超额收益显著。</span><strong><span>也就是说，市场已经认可了地产代建赛道的发展前景。</span></strong></font></p><p><strong><font face=\"Microsoft Yahei\"><span>另一方面，这也就意味着中原建业或许是被市场错杀了。</span></font></strong></p><p><strong><font face=\"Microsoft Yahei\"><span>一、扎实的基本面</span></font></strong></p><p><strong><font face=\"Microsoft Yahei\"><span>1. 好赛道</span></font></strong></p><p><font face=\"Microsoft Yahei\"><span>关于整个代建行业，根据中指研究院报告，中国房地产代建潜在市场预期将继续由 2020 年的约 6.8 亿平方米增长至 2025 年的约 9.1 亿平方米。至 2025 年，中指院预期新签合约建筑面积于 2025 年将达 2.3 亿平方米。</span></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a303_1024.jpg\"/></font></div></div><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres2.myzaker.com/202105/60b4cba48e9f09359b00a304_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书，中指研究院</span></font></p><p><font face=\"Microsoft Yahei\"><span>渗透率方面，中指院预计房地产代建市场规模（按新签合约建筑面积计）现阶段占已售商品房建筑面积的 3% 至 5%，2025 年房地产代建市场预计将达 7.9 亿平方米，占中国已售商品房的 14.3%。</span></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres2.myzaker.com/202105/60b4cba48e9f09359b00a305_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书，中指研究院</span></font></p><p><font face=\"Microsoft Yahei\"><span>按《中国房地产代建行业发展蓝皮书》给出的测算，预计 2021 年至 2025 年，中国代建市场新订约总建筑面积将</span><strong><span>以 23.5% 的复合年增长率继续增长。</span></strong><span>到 2025 年，国内代建市场容量将达 2.2-2.5 亿平方米，</span><strong><span>在中性假设下，代建市场规模的渗透率将达到 14.9%，代建项目销售额将超 2 万亿。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><strong><span>依据中原建业招股书来看，中原建业 2020 年度的已售面积 570 万平方米占到代建市场总份额的 29.2%，位居行业第一位；2020 年的新增合约建筑面积约 860 万平方米，占总市场份额的 10.6%，在行业中排名第二。</span></strong><span>以收入计，中原建业 2017 年至 2020 年总合约销售金额</span><strong><span>71.5% 的复合年增长率</span></strong><span>均在国内代建行业中排名第一。</span><strong></strong></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a306_1024.jpg\"/></font></div></div><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a307_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书</span></font></p><p><font face=\"Microsoft Yahei\"><span>因此，结合中原建业 2021 年开始的基于河南市场、服务大中原战略，和本身河南城镇化率低于全国 4 个百分点，中原建业未来增长空间巨大，距离代建行业的天花板甚远。</span></font></p><p><strong><font face=\"Microsoft Yahei\"><span>2. 好公司</span></font></strong></p><p><font face=\"Microsoft Yahei\"><strong><span>高收入、净利润增长。</span></strong><span>中原建业于 2018-2020 年，分别实现营收 6.76 亿元、10.29 亿元、和 11.52 亿元，净利润分别为 4.04 亿元、6.41 亿元和 6.81 亿元。营业收入和净利润均保持高速增长，</span><strong><span>净利率分别为 59.7%、62.3% 及 59.2%。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><strong><span>充沛的现金流及现金余额。</span></strong><span>于 2018 年 -2020 年，中原建业的经营活动产生的现金流净值分别为 5.19 亿元，6.71 亿元和 6.15 亿元，基本高于每年产生的净利润。公司</span><strong><span>截止 2020 年底的现金及现金等价物也高达 3.85 亿元人民币，堪比现金奶牛的物业赛道。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><span>高股息回报。按招股书披露，中原建业上市后，预期每年将向股东派付净利润的大约 50% 作为股息。</span></font></p><div><div><font face=\"Microsoft Yahei\"><img src=\"http://zkres1.myzaker.com/202105/60b4cba48e9f09359b00a308_1024.jpg\"/></font></div></div><p><font face=\"Microsoft Yahei\"><span>来源：招股书</span></font></p><p><strong><font face=\"Microsoft Yahei\"><span>3. 好价格</span></font></strong></p><p><font face=\"Microsoft Yahei\"><span>中原建业招股定价 3 港币，市盈率（PE）11 左右，和代建第一股绿城管理 2020 年 7 月 IPO 上市的估值基本一致。而绿城管理经历一年多资本市场对代建股的估值修正，</span><strong><span>从最初的市盈率 10 倍左右已经涨到市场认可的接近市盈率 20 倍，</span></strong><span>基本反映了资本市场对代建股的估值，对后期代建股上市提供了可比、公开的市场参考。</span></font></p><p><font face=\"Microsoft Yahei\"><span>而中原建业并没有借势高价上市，招股定价还保持着绿城管理 2020 年招股的发型估值区间市盈率的 11 倍左右，</span><strong><span>确实给出了投资者较多的折让空间。</span></strong></font></p><p><strong><font face=\"Microsoft Yahei\"><span>二、非基本面的困扰</span></font></strong></p><p><font face=\"Microsoft Yahei\"><span>不过，\" 市场先生 \" 并非总是正确，尤其是市场情绪较弱的时候。</span></font></p><p><font face=\"Microsoft Yahei\"><span>根据公司公告，中原建业公开发售仅获得 4.99 倍认购，远低于京东物流的数百倍认购。</span><strong><span>原因或许非常简单，一是前文所说的京东物流有母公司和明星投资人的光环，二是京东物流募资体量较大，三是上市日期相近，导致京东物流对新股资金产生虹吸效应。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><span>而暗盘表现较差的原因，部分原因则是跟公司上市的方式有关。</span><strong><span>因为公司采用部分介绍上市的方式，导致部分投资人「被动」持有公司股票，而这部分投资人成本极低选择了获利出局。</span></strong></font></p><p><font face=\"Microsoft Yahei\"><strong><span>但这些非基本面因素的困扰，正是投资人的机会，</span></strong><span>中原建业极好的行业基本面、财务、运营数据与招股发行认购倍数低、暗盘交易价格低形成了先明对比。</span></font></p><p><font face=\"Microsoft Yahei\"><strong></strong><strong><span>三、结语</span></strong></font></p><p><font face=\"Microsoft Yahei\"><span>三年前，港股市场对物管企业爱搭不理，但三年间，随着市场认知的逐步提升，部分物管企业的股价涨幅高达 10 倍，实现了业绩和估值的戴维斯双击。</span></font></p><p><font face=\"Microsoft Yahei\"><span>如今，市场对地产代建赛道的态度是这么的相似。一样万亿级别的市场空间、一样轻资产的商业模式、一样的高速增长、一样早期的低估值……</span></font></p><p><font face=\"Microsoft Yahei\"><span>港股市场总是这样，对时间成本的执著接近疯狂，只有看到强烈的赚钱效应才肯认可某个行业、某间企业的价值。但对于估值仅 10 倍市盈率、派息比率 50%、未来业务年复合增长率可能 30% 的中原建业，</span><strong><span>股价重估只会是时间问题。</span></strong></font></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/01d25093422dacef8950fd95a9b5e14d","relate_stocks":{"09982":"中原建业"},"source_url":"http://admin.yyhkstock.com/mobile_detail?id=2237","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139458070","content_text":"5 月底，港股市场迎来了两只高关注度的新股，京东物流（2618.HK）和中原建业（9982.HK）。京东物流不必多说，依靠着母公司京东（9618.HK）和不少明星投资人的光环点燃了市场的认购情绪，仅公开招股就获得 715.61 倍的认购，在 5 月 27 日暗盘交易中京东物流大涨 29.71%。而今天上市交易的中原建业，在暗盘交易阶段的表现却与京东物流截然相反，股价下跌 13.3%。有趣的是，跟中原建业处于同一赛道的绿城管理（9979.HK）年初至今股价表现异常强势，涨幅已经累计近 60%，超额收益显著。也就是说，市场已经认可了地产代建赛道的发展前景。另一方面，这也就意味着中原建业或许是被市场错杀了。一、扎实的基本面1. 好赛道关于整个代建行业，根据中指研究院报告，中国房地产代建潜在市场预期将继续由 2020 年的约 6.8 亿平方米增长至 2025 年的约 9.1 亿平方米。至 2025 年，中指院预期新签合约建筑面积于 2025 年将达 2.3 亿平方米。来源：招股书，中指研究院渗透率方面，中指院预计房地产代建市场规模（按新签合约建筑面积计）现阶段占已售商品房建筑面积的 3% 至 5%，2025 年房地产代建市场预计将达 7.9 亿平方米，占中国已售商品房的 14.3%。来源：招股书，中指研究院按《中国房地产代建行业发展蓝皮书》给出的测算，预计 2021 年至 2025 年，中国代建市场新订约总建筑面积将以 23.5% 的复合年增长率继续增长。到 2025 年，国内代建市场容量将达 2.2-2.5 亿平方米，在中性假设下，代建市场规模的渗透率将达到 14.9%，代建项目销售额将超 2 万亿。依据中原建业招股书来看，中原建业 2020 年度的已售面积 570 万平方米占到代建市场总份额的 29.2%，位居行业第一位；2020 年的新增合约建筑面积约 860 万平方米，占总市场份额的 10.6%，在行业中排名第二。以收入计，中原建业 2017 年至 2020 年总合约销售金额71.5% 的复合年增长率均在国内代建行业中排名第一。来源：招股书因此，结合中原建业 2021 年开始的基于河南市场、服务大中原战略，和本身河南城镇化率低于全国 4 个百分点，中原建业未来增长空间巨大，距离代建行业的天花板甚远。2. 好公司高收入、净利润增长。中原建业于 2018-2020 年，分别实现营收 6.76 亿元、10.29 亿元、和 11.52 亿元，净利润分别为 4.04 亿元、6.41 亿元和 6.81 亿元。营业收入和净利润均保持高速增长，净利率分别为 59.7%、62.3% 及 59.2%。充沛的现金流及现金余额。于 2018 年 -2020 年，中原建业的经营活动产生的现金流净值分别为 5.19 亿元，6.71 亿元和 6.15 亿元，基本高于每年产生的净利润。公司截止 2020 年底的现金及现金等价物也高达 3.85 亿元人民币，堪比现金奶牛的物业赛道。高股息回报。按招股书披露，中原建业上市后，预期每年将向股东派付净利润的大约 50% 作为股息。来源：招股书3. 好价格中原建业招股定价 3 港币，市盈率（PE）11 左右，和代建第一股绿城管理 2020 年 7 月 IPO 上市的估值基本一致。而绿城管理经历一年多资本市场对代建股的估值修正，从最初的市盈率 10 倍左右已经涨到市场认可的接近市盈率 20 倍，基本反映了资本市场对代建股的估值，对后期代建股上市提供了可比、公开的市场参考。而中原建业并没有借势高价上市，招股定价还保持着绿城管理 2020 年招股的发型估值区间市盈率的 11 倍左右，确实给出了投资者较多的折让空间。二、非基本面的困扰不过，\" 市场先生 \" 并非总是正确，尤其是市场情绪较弱的时候。根据公司公告，中原建业公开发售仅获得 4.99 倍认购，远低于京东物流的数百倍认购。原因或许非常简单，一是前文所说的京东物流有母公司和明星投资人的光环，二是京东物流募资体量较大，三是上市日期相近，导致京东物流对新股资金产生虹吸效应。而暗盘表现较差的原因，部分原因则是跟公司上市的方式有关。因为公司采用部分介绍上市的方式，导致部分投资人「被动」持有公司股票，而这部分投资人成本极低选择了获利出局。但这些非基本面因素的困扰，正是投资人的机会，中原建业极好的行业基本面、财务、运营数据与招股发行认购倍数低、暗盘交易价格低形成了先明对比。三、结语三年前，港股市场对物管企业爱搭不理，但三年间，随着市场认知的逐步提升，部分物管企业的股价涨幅高达 10 倍，实现了业绩和估值的戴维斯双击。如今，市场对地产代建赛道的态度是这么的相似。一样万亿级别的市场空间、一样轻资产的商业模式、一样的高速增长、一样早期的低估值……港股市场总是这样，对时间成本的执著接近疯狂，只有看到强烈的赚钱效应才肯认可某个行业、某间企业的价值。但对于估值仅 10 倍市盈率、派息比率 50%、未来业务年复合增长率可能 30% 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12:38","market":"us","language":"en","title":"Wasps Rugby v Montpellier LIVE: Joe Launchbury, Dan Robson and Jack Willis rested","url":"https://stock-news.laohu8.com/highlight/detail?id=2092357556","media":"msn.com","summary":"Wasps have rested all of their international players ahead of Friday night's Heineken Champions Cup ","content":"<html><body><article><p>Wasps have rested all of their international players ahead of Friday night's Heineken Champions Cup clash with Montpellier at the Ricoh Arena.</p><p>Lee Blackett's side kicked off their campaign with a bonus point victory over the Dragons last weekend to put them in the driving seat for reaching the knock-out stages.</p><p>However, four players who featured in that match have been rested as the England trio of Joe Launchbury, Jack Willis and Dan Robson and Wales lock Will Rowlands are left out of the round two match.</p><p>Jacob Umaga, who was in the England squad throughout the international period without being capped, is also missing from the 23-man squad as teenager Charlie Atkinson is picked at fly-half after a strong European debut against the Dragons last weekend.</p><p>Will Porter, Tim Cardall, Ben Morris and James Gaskell fill the gaps of the international quarter while the only other change sees Ben Harris return from injury to start at loosehead prop.</p><p>Kick off on Friday night is 8pm.</p><p><strong> Follow all the build-up, team news, live action, reaction, highlights and analysis from the big game, and get the latest Bristol Bears and England news right here, with regular updates below.... </strong><strong> Key Events </strong></p><p>How to follow the match12:38Wasps team to face Montpellier12:00Danny Cipriani to return to Wasps, again?10:32Covid-19 screening latest09:1812:38KEY EVENT</p><p><strong> How to follow the match </strong></p><p>What television channel is the match on?How else can I follow the game?What are the match odds?</p><p>You can find that out and more by clickinghere.12:31Bobby Bridge</p><p><strong> Tier announcement </strong></p><p>Coventry remains in tier 3.</p><p>It would’ve taken a seismic turnaround for Wasps to be able to get fans into the Ricoh Arena.</p><p>But today’s announcement confirms Wasps will carry on playing behind closed doors for the time being.</p><p>Read the full story here.12:10Bobby Bridge</p><p><strong> Focus on Montpellier </strong></p><p>It looks like a strong Montpellier side that is heading Wasps’ way.</p><p>Their last league game saw them defeat Clermont away.</p><p>Players with a star next to their names are ones who didn’t feature in the 23-man squad for that match...</p><p><strong> Montpellier: </strong>Immelman*; Martin, Lozowski*, Vincent, Vallee*; Foursans*, Paillaugue; Forletta, du Plessis, Lamositele, Van Rensburg, Chalureau, Ouedraogo, Becognee*, Picamoles</p><p>Replacements: Delhommel*, Nariashvili*, Chilachava*, Camara, Reinach*, Timu, Reilhac, Ngandebe.</p><p>12:04Bobby Bridge</p><p><strong> Montpellier team news </strong></p><p>12:02Bobby Bridge</p><p><strong> Blackett on rested international players </strong></p><p>Our international players were keen to play, but they have to have a mandated amount of rest and we thought it was better to give them a well-deserved break, with a busy period to come.</p><p>Lee Blackett12:00Bobby Bridge</p><p><strong> Selection headlines </strong></p><p>Dan Robson, Joe Launchbury, Jack Willis and Jacob Umaga are all rested after international commitments with EnglandWales international Will Rowlands is also restedAlfie Barbeary recovers from calf knock to startBen Harris recovers from hip issue to startJames Gaskell and Levi Douglas, who clashed heads against Newcastle, both in the 23-man squadTom Willis recovers from injury knock and Covid-19 tracing issue to feature on the benchCharlie Atkinson starts againWill Porter gets first start in just over a year (Edinburgh defeat at home)12:00KEY EVENT</p><p><strong> Wasps team to face Montpellier </strong></p><p>11:59Bobby Bridge</p><p><strong> Close </strong></p><p>Any second now...11:54Bobby Bridge</p><p><strong> Team news </strong></p><p>The Wasps team will be dropping in the next five minutes.</p><p>We then hope to receive the Montpellier team announcement too.</p><p>Standby, we will bring them to you along with our thoughts and analysis.11:47Bobby Bridge</p><p><strong> Testing time for English clubs in Europe... </strong></p><p>Wasps were <a href=\"https://laohu8.com/S/AONE\">one</a> of just two Premiership teams to win in the Heineken Champions Cup last weekend, along with defending champions Exeter Chiefs.</p><p>Many clubs decided to rotate their squads and rest players, raising some questions over the integrity of the competition.</p><p>Here’s what Lee Blackett had to say...</p><p>We’ve got a lot of young guys, three guys making their starting debuts in Europe for us last weekend. Trying to explain to them how different it is. You have to work so hard to get in there, don’t just take it for granted. This is almost 12-13 months work to try and get into the competition before the following year you get in. You don’t want to let it go.</p><p>When I first saw the format for the competition this year, half of you is thinking you understand why some teams will just concentrate just on the Premiership because of having to rest players, giving internationals a rest, and rest other players who must have three weeks off before the end of the year.</p><p>You can potentially rest everyone around Europe. I can see why clubs would do it. Then the reality sets in. You hear that European music and you start getting excited again and you’re like ‘no chance’. We have to go for this and give it our best shot because you work so hard to get there.</p><p>It’s hard to say to players we’re going to rest everyone, I know as a player this would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of your highlights of the season, hearing that music, running out to it, it’s going to be special. We’ve got a lot of young guys, three guys making their starting debuts in Europe for us last weekend. Trying to explain to them how different it is.</p><p>You have to work so hard to get in there, don’t just take it for granted. This is almost 12-13 months work to try and get into the competition before the following year you get in. You don’t want to let it go.11:33Bobby Bridge</p><p><strong> 'Every point matters' </strong></p><p>The new format of the Heineken Champions Cup has confused many people.</p><p>But if Wasps can secure back-to-back wins to kick off their European campaign, they’ll take some stopping to not reach the knock-out stages.</p><p>Here’s what head coach Lee Blackett had to say on the matter...</p><p>The emphasis is you just have to focus on every game because you can’t allow a game to go bad.</p><p>You only have to see Northampton and what they were saying after the game at the weekend. They lose a game and they feel like they’re out of the competition already.</p><p>It is pretty difficult. You can’t think ‘it doesn’t matter about this game, we will target the next one’ you have to win every single game and that’s what you might need to go through.</p><p>Every point is vital, so getting the four tries and the five points was vital for us going forward and trying to get out of this group.11:18Bobby Bridge</p><p><strong> 'They were outstanding' </strong></p><p>They’re a big physical team that are very confrontational and are going to come at you. One of the heaviest sides in the Top 14, they’ve got internationals throughout. It’s about not allowing them to impose their game on us. It’s us trying to impose our game on them.</p><p>In their last away game they went away and beat Clermont. I thought they were outstanding. That was them at their best.</p><p>They came up against an outstanding team. It doesn’t matter what Leinster team goes out, everyone knows they’re one of the best teams in Europe. They were clinical and held their field position, they put Montpellier under immense pressure and took their opportunities when they were down there. There’s things we will take from that game but our focus is on us imposing our game on them.</p><p>Wasps head coach Lee Blackett11:04Bobby Bridge</p><p><strong> 'Keep on being adaptable' </strong></p><p>One thing that’s pleasing is the opportunities we are creating. I think that’s a really pleasing thing, the disappointing thing is taking those opportunities. I think we’re all the same watching the games, you getting off your seat, thinking we’re about to score or finish an opportunity and we’re just coming up with mistakes.</p><p>A couple of weeks ago against Newcastle we definitely made too many handling errors. At the weekend it was lots of different little things, being stripped in contact, handling errors, lineout, there was loads of little things.</p><p>There is pleasing signs. There are signs we’re moving in the right direction getting back to where we know we can be, but obviously we’re just going to concentrate on trying to improve every week. I think a lot of different teams are finding out it’s quite hard if you’ve got internationals that are going away and coming back halfway through the week. I think our training so far has been quite disjointed.</p><p>We’ve spoken before about being adaptable, it’s a key thing, we have to keep on being adaptable, we can’t use anything like that as excuses and we definitely won’t be. I am pleased with the result at the weekend, our performance was definitely better than what it had been, we’re moving in the right direction.</p><p>Wasps head coach Lee Blackett11:04Bobby Bridge</p><p><strong> Wasps media session </strong></p><p>Earlier this week we spoke to Wasps head coach Lee Blackett about all things Wasps, we will now bring you a selection of what he said during the <a href=\"https://laohu8.com/S/ZM\">Zoom</a> media sesssion...10:32KEY EVENT</p><p><strong> Danny Cipriani to return to Wasps, again? </strong></p><p>Former Wasps fly-half Danny Cipriani announced earlier this week his time at Gloucester was at an end.</p><p>What will his next move be? Some Wasps fans hinted at a possible third spell at the club.</p><p>We put the question to you on social media - here’s what you had to say...</p><p><strong> ‘Why not?’ Wasps fans have say on Danny Cipriani’s possible return </strong></p><p>09:51Bobby Bridge</p><p><strong> What we expect to see today </strong></p><p>Joe Launchbury and Dan Robson are being rested, that much is clear through social media. Both featured prominently for England over the last six weeksWhile Jack Willis played twice over the period and Jacob Umaga remains uncapped, both qualify for mandatory time off, I wouldn’t be surprised if their names are missing tooThe situation with Will Rowlands is unclear. He had a busy Autumn, maybe this is the weekend he takes a break with big Premiership games aheadTom Willis, absent from the last two games due to Covid-19 contact tracing issues, is available - and is certain to go back into the 23Prop Ben Harris travelled to Rodney Parade as a travelling reserve last weekend, he is also likely to be back in the squad after recovering from his hip issueJames Gaskell is back from his head injury suffered against Newcastle Falcons, and is likely to startAlfie Barbeary suffered a calf knock against the Dragons. Lee Blackett seemed hopeful the 20-year-old would recover in time. If he does, it’ll be another back row deployment for him.Maybe we could see Sione Vailanu on the bench? The big Tongan has been missing since September with a nasty ankle injury. But with Tom Willis back on the scene, it might be tempting to give him another week or two to get more training minutes under his belt09:32Bobby Bridge</p><p><strong> Why was Nigel Owens allowed to be the TMO last weekend? </strong></p><p>The other officials are assistant referees Sara Cox and Jamie Leahy and TMO is Ian Tempest.</p><p>They are all English. Some people raised question marks as to why Nigel Owens was the TMO for Dragons v Wasps last weekend.</p><p>This is because EPCR have installed a policy by where it is only the match referee who crosses borders.</p><p>So the rest of the matchday officiating team can be from the host club’s home nation - as it was last weekend at Rodney Parade, and will be again on Friday evening.Man in the middleBobby Bridge</p><p><strong> Andrew Brace </strong></p><p>Andrew Brace will referee Friday night’s game. It’s fair to say he’s not a favourite among the French rugby loving public.</p><p>The Irishman was the man in the middle for the Autumn Nations Cup final earlier this month when England edged past France in extra time.</p><p>He was due to officiate Toulouse v Exeter in France, but was switched to Wasps v Montpellier instead.09:18KEY EVENT</p><p><strong> Covid-19 screening latest </strong></p><p>Overnight it was confirmed that Exeter’s Heineken Champions Cup match with Toulouse was cancelled because of a Covid-19 outbreak at the Chiefs.</p><p>The news was confirmed just hours after the latest results of the weekly Premiership Covid-19 screening programme were revealed.</p><p>A total of 18 people, from two clubs, tested positive. There were fears that Wasps may have been one of the clubs that had recorded positive results, following the late decision for Saturday’s round one clash to go ahead against the Dragons - despite a Covid-19 outbreak within the Welsh region’s camp.</p><p>This prompted six members of the original 23-man Dragons squad to be withdrawn.Wasps went on to win the game 24-8.</p><p>However, CoventryLive understands that Wasps recorded a clean sweep of negative results from Monday’s round of testing.</p><p>So unless there’s any late news from their French visitors, Friday night’s game is all set to go ahead.09:16</p><p><strong> Welcome! </strong></p><p>Good morning and welcome to our live blog that will bring you the all-important team news as well as updates and breaking news ahead of Wasps v Montpellier.</p><p>Stay tuned!</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wasps Rugby v Montpellier LIVE: Joe Launchbury, Dan Robson and Jack Willis rested</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; 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}\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\">\nWasps Rugby v Montpellier LIVE: Joe Launchbury, Dan Robson and Jack Willis rested\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-17 12:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020121721245077d514a9&s=b><strong>msn.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wasps have rested all of their international players ahead of Friday night's Heineken Champions Cup clash with Montpellier at the Ricoh Arena.Lee Blackett's side kicked off their campaign with a bonus...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020121721245077d514a9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OMI":"欧麦斯-麦能医疗"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020121721245077d514a9&s=b","is_english":true,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092357556","content_text":"Wasps have rested all of their international players ahead of Friday night's Heineken Champions Cup clash with Montpellier at the Ricoh Arena.Lee Blackett's side kicked off their campaign with a bonus point victory over the Dragons last weekend to put them in the driving seat for reaching the knock-out stages.However, four players who featured in that match have been rested as the England trio of Joe Launchbury, Jack Willis and Dan Robson and Wales lock Will Rowlands are left out of the round two match.Jacob Umaga, who was in the England squad throughout the international period without being capped, is also missing from the 23-man squad as teenager Charlie Atkinson is picked at fly-half after a strong European debut against the Dragons last weekend.Will Porter, Tim Cardall, Ben Morris and James Gaskell fill the gaps of the international quarter while the only other change sees Ben Harris return from injury to start at loosehead prop.Kick off on Friday night is 8pm. Follow all the build-up, team news, live action, reaction, highlights and analysis from the big game, and get the latest Bristol Bears and England news right here, with regular updates below....  Key Events How to follow the match12:38Wasps team to face Montpellier12:00Danny Cipriani to return to Wasps, again?10:32Covid-19 screening latest09:1812:38KEY EVENT How to follow the match What television channel is the match on?How else can I follow the game?What are the match odds?You can find that out and more by clickinghere.12:31Bobby Bridge Tier announcement Coventry remains in tier 3.It would’ve taken a seismic turnaround for Wasps to be able to get fans into the Ricoh Arena.But today’s announcement confirms Wasps will carry on playing behind closed doors for the time being.Read the full story here.12:10Bobby Bridge Focus on Montpellier It looks like a strong Montpellier side that is heading Wasps’ way.Their last league game saw them defeat Clermont away.Players with a star next to their names are ones who didn’t feature in the 23-man squad for that match... Montpellier: Immelman*; Martin, Lozowski*, Vincent, Vallee*; Foursans*, Paillaugue; Forletta, du Plessis, Lamositele, Van Rensburg, Chalureau, Ouedraogo, Becognee*, PicamolesReplacements: Delhommel*, Nariashvili*, Chilachava*, Camara, Reinach*, Timu, Reilhac, Ngandebe.12:04Bobby Bridge Montpellier team news 12:02Bobby Bridge Blackett on rested international players Our international players were keen to play, but they have to have a mandated amount of rest and we thought it was better to give them a well-deserved break, with a busy period to come.Lee Blackett12:00Bobby Bridge Selection headlines Dan Robson, Joe Launchbury, Jack Willis and Jacob Umaga are all rested after international commitments with EnglandWales international Will Rowlands is also restedAlfie Barbeary recovers from calf knock to startBen Harris recovers from hip issue to startJames Gaskell and Levi Douglas, who clashed heads against Newcastle, both in the 23-man squadTom Willis recovers from injury knock and Covid-19 tracing issue to feature on the benchCharlie Atkinson starts againWill Porter gets first start in just over a year (Edinburgh defeat at home)12:00KEY EVENT Wasps team to face Montpellier 11:59Bobby Bridge Close Any second now...11:54Bobby Bridge Team news The Wasps team will be dropping in the next five minutes.We then hope to receive the Montpellier team announcement too.Standby, we will bring them to you along with our thoughts and analysis.11:47Bobby Bridge Testing time for English clubs in Europe... Wasps were one of just two Premiership teams to win in the Heineken Champions Cup last weekend, along with defending champions Exeter Chiefs.Many clubs decided to rotate their squads and rest players, raising some questions over the integrity of the competition.Here’s what Lee Blackett had to say...We’ve got a lot of young guys, three guys making their starting debuts in Europe for us last weekend. Trying to explain to them how different it is. You have to work so hard to get in there, don’t just take it for granted. This is almost 12-13 months work to try and get into the competition before the following year you get in. You don’t want to let it go.When I first saw the format for the competition this year, half of you is thinking you understand why some teams will just concentrate just on the Premiership because of having to rest players, giving internationals a rest, and rest other players who must have three weeks off before the end of the year.You can potentially rest everyone around Europe. I can see why clubs would do it. Then the reality sets in. You hear that European music and you start getting excited again and you’re like ‘no chance’. We have to go for this and give it our best shot because you work so hard to get there.It’s hard to say to players we’re going to rest everyone, I know as a player this would be one of your highlights of the season, hearing that music, running out to it, it’s going to be special. We’ve got a lot of young guys, three guys making their starting debuts in Europe for us last weekend. Trying to explain to them how different it is.You have to work so hard to get in there, don’t just take it for granted. This is almost 12-13 months work to try and get into the competition before the following year you get in. You don’t want to let it go.11:33Bobby Bridge 'Every point matters' The new format of the Heineken Champions Cup has confused many people.But if Wasps can secure back-to-back wins to kick off their European campaign, they’ll take some stopping to not reach the knock-out stages.Here’s what head coach Lee Blackett had to say on the matter...The emphasis is you just have to focus on every game because you can’t allow a game to go bad.You only have to see Northampton and what they were saying after the game at the weekend. They lose a game and they feel like they’re out of the competition already.It is pretty difficult. You can’t think ‘it doesn’t matter about this game, we will target the next one’ you have to win every single game and that’s what you might need to go through.Every point is vital, so getting the four tries and the five points was vital for us going forward and trying to get out of this group.11:18Bobby Bridge 'They were outstanding' They’re a big physical team that are very confrontational and are going to come at you. One of the heaviest sides in the Top 14, they’ve got internationals throughout. It’s about not allowing them to impose their game on us. It’s us trying to impose our game on them.In their last away game they went away and beat Clermont. I thought they were outstanding. That was them at their best.They came up against an outstanding team. It doesn’t matter what Leinster team goes out, everyone knows they’re one of the best teams in Europe. They were clinical and held their field position, they put Montpellier under immense pressure and took their opportunities when they were down there. There’s things we will take from that game but our focus is on us imposing our game on them.Wasps head coach Lee Blackett11:04Bobby Bridge 'Keep on being adaptable' One thing that’s pleasing is the opportunities we are creating. I think that’s a really pleasing thing, the disappointing thing is taking those opportunities. I think we’re all the same watching the games, you getting off your seat, thinking we’re about to score or finish an opportunity and we’re just coming up with mistakes.A couple of weeks ago against Newcastle we definitely made too many handling errors. At the weekend it was lots of different little things, being stripped in contact, handling errors, lineout, there was loads of little things.There is pleasing signs. There are signs we’re moving in the right direction getting back to where we know we can be, but obviously we’re just going to concentrate on trying to improve every week. I think a lot of different teams are finding out it’s quite hard if you’ve got internationals that are going away and coming back halfway through the week. I think our training so far has been quite disjointed.We’ve spoken before about being adaptable, it’s a key thing, we have to keep on being adaptable, we can’t use anything like that as excuses and we definitely won’t be. I am pleased with the result at the weekend, our performance was definitely better than what it had been, we’re moving in the right direction.Wasps head coach Lee Blackett11:04Bobby Bridge Wasps media session Earlier this week we spoke to Wasps head coach Lee Blackett about all things Wasps, we will now bring you a selection of what he said during the Zoom media sesssion...10:32KEY EVENT Danny Cipriani to return to Wasps, again? Former Wasps fly-half Danny Cipriani announced earlier this week his time at Gloucester was at an end.What will his next move be? Some Wasps fans hinted at a possible third spell at the club.We put the question to you on social media - here’s what you had to say... ‘Why not?’ Wasps fans have say on Danny Cipriani’s possible return 09:51Bobby Bridge What we expect to see today Joe Launchbury and Dan Robson are being rested, that much is clear through social media. Both featured prominently for England over the last six weeksWhile Jack Willis played twice over the period and Jacob Umaga remains uncapped, both qualify for mandatory time off, I wouldn’t be surprised if their names are missing tooThe situation with Will Rowlands is unclear. He had a busy Autumn, maybe this is the weekend he takes a break with big Premiership games aheadTom Willis, absent from the last two games due to Covid-19 contact tracing issues, is available - and is certain to go back into the 23Prop Ben Harris travelled to Rodney Parade as a travelling reserve last weekend, he is also likely to be back in the squad after recovering from his hip issueJames Gaskell is back from his head injury suffered against Newcastle Falcons, and is likely to startAlfie Barbeary suffered a calf knock against the Dragons. Lee Blackett seemed hopeful the 20-year-old would recover in time. If he does, it’ll be another back row deployment for him.Maybe we could see Sione Vailanu on the bench? The big Tongan has been missing since September with a nasty ankle injury. But with Tom Willis back on the scene, it might be tempting to give him another week or two to get more training minutes under his belt09:32Bobby Bridge Why was Nigel Owens allowed to be the TMO last weekend? The other officials are assistant referees Sara Cox and Jamie Leahy and TMO is Ian Tempest.They are all English. Some people raised question marks as to why Nigel Owens was the TMO for Dragons v Wasps last weekend.This is because EPCR have installed a policy by where it is only the match referee who crosses borders.So the rest of the matchday officiating team can be from the host club’s home nation - as it was last weekend at Rodney Parade, and will be again on Friday evening.Man in the middleBobby Bridge Andrew Brace Andrew Brace will referee Friday night’s game. It’s fair to say he’s not a favourite among the French rugby loving public.The Irishman was the man in the middle for the Autumn Nations Cup final earlier this month when England edged past France in extra time.He was due to officiate Toulouse v Exeter in France, but was switched to Wasps v Montpellier instead.09:18KEY EVENT Covid-19 screening latest Overnight it was confirmed that Exeter’s Heineken Champions Cup match with Toulouse was cancelled because of a Covid-19 outbreak at the Chiefs.The news was confirmed just hours after the latest results of the weekly Premiership Covid-19 screening programme were revealed.A total of 18 people, from two clubs, tested positive. There were fears that Wasps may have been one of the clubs that had recorded positive results, following the late decision for Saturday’s round one clash to go ahead against the Dragons - despite a Covid-19 outbreak within the Welsh region’s camp.This prompted six members of the original 23-man Dragons squad to be withdrawn.Wasps went on to win the game 24-8.However, CoventryLive understands that Wasps recorded a clean sweep of negative results from Monday’s round of testing.So unless there’s any late news from their French visitors, Friday night’s game is all set to go ahead.09:16 Welcome! 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08:46","market":"hk","language":"zh","title":"已到可以贪婪时！机构发话，港股投资机会何在？","url":"https://stock-news.laohu8.com/highlight/detail?id=2185093468","media":"证券时报网","summary":"港股的投资情绪处在边际修复的过程中，呈现波动筑底向上的趋势。多位买方人士认为，港股到了“已经可以贪婪的时刻”。博时基金有关人士表示，流动性方面，海外和南下资金均呈现企稳迹象。单文也认为，综合而言，多维度的因素共同导致港股的波动，但是已经出现诸多边际改善的信号。博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。","content":"<div>\n<p>在全球增长动能放缓、通胀高企、美元流动性边际收紧、国内政策聚焦稳增长的背景下，港股四季度整体维持震荡，恒生指数、恒生国企指数小幅收涨。\n港股的投资情绪处在边际修复的过程中，呈现波动筑底向上的趋势。在海外资金与南下资金逐渐企稳以及估值处于相对历史低位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多。多位买方人士认为，港股到了“已经可以贪婪的时刻”。\n港股边际效应改善\n工银瑞信基金投资副总监...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.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\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在全球增长动能放缓、通胀高企、美元流动性边际收紧、国内政策聚焦稳增长的背景下，港股四季度整体维持震荡，恒生指数、恒生国企指数小幅收涨。\n港股的投资情绪处在边际修复的过程中，呈现波动筑底向上的趋势。在海外资金与南下资金逐渐企稳以及估值处于相对历史低位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多。多位买方人士认为，港股到了“已经可以贪婪的时刻”。\n港股边际效应改善\n工银瑞信基金投资副总监...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.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/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-11-23/doc-iktzqtyu8916206.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185093468","content_text":"在全球增长动能放缓、通胀高企、美元流动性边际收紧、国内政策聚焦稳增长的背景下，港股四季度整体维持震荡，恒生指数、恒生国企指数小幅收涨。\n港股的投资情绪处在边际修复的过程中，呈现波动筑底向上的趋势。在海外资金与南下资金逐渐企稳以及估值处于相对历史低位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多。多位买方人士认为，港股到了“已经可以贪婪的时刻”。\n港股边际效应改善\n工银瑞信基金投资副总监、香港和成长投资能力中心负责人单文对证券时报记者表示，全球宏观经济走势、地产债情绪、互联网监管政策和基本面等多重因素导致港股近期震荡回暖，香港市场目前流动性处于相对平稳状态，海外中资股的估值也处于历史较低水平，港股边际改善趋势逐渐明朗。\n博时基金有关人士表示，流动性方面，海外和南下资金均呈现企稳迹象。政策冲击驱动的资金快速流出阶段已过去，近期海外资金与南下资金均呈现企稳迹象。海外资金被动流入明显增长，10月以来南下资金流入最多的板块依然集中在互联网龙头。估值方面，恒生指数、恒生国企、恒生科技指数PE（TTM）处于30%历史分位附近或以下，估值优势明显。\n单文也认为，综合而言，多维度的因素共同导致港股的波动，但是已经出现诸多边际改善的信号。\n长期配置价值凸显\n那么，目前港股投资机会如何？单文认为，港股市场估值有一定相对优势，并且老经济处于历史估值底部，但综合盈利周期、国内外流动性、中美关系和估值、基本面等多重因素考量，港股短期仍然面临挑战。同时，边际改善趋势逐渐明朗，长期配置价值逐渐凸显。\n单文表示，短期来看，港股部分核心资产基本面压力仍然较大，一方面来自于宏观经济增速放缓，另一方面公司也需要适应新的监管规则，履行更多社会责任，加大投入等等。综合宏观和微观层面看，企业基本面拐点可能会出现在明年下半年。中期来看，港股的新经济股票目前有不错的估值性价比和稀缺性。政策预期改善比较明确，叠加明年下半年基本面复苏展望，港股的投资价值会逐渐显现。同时，中美关系缓和、政策边际宽松都有利于资金增配港股。\n广发基金国际业务部负责人李耀柱对记者表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。\n单文认为，长期而言，看好资金配置港股的大趋势。一是中概股回归，港股将成为新经济的主战场，配置价值和稀缺性凸显；二是恒生指数改革，强化香港离岸金融中心的代表性和可投性；三是中长期内地居民、公募基金等资金配置港股资产的比例将持续提高。\n港股投资机会何在？\n那么，港股哪些投资机会值得重点关注？单文认为，对于南下资金而言，港股中的特色标的和板块包括互联网、物业管理、运动服装、生物科技等等；对于海外投资者来说，大型科技股是最能代表中国经济发展前景、商业模式优秀的投资标的。\n综合而言，长期看好港股中市场空间较大、商业模式较好、稀缺性较强的互联网科技、生物医药等板块。同时，单文表示：“考虑到港股市场的特殊性，应当更加强调自下而上精选个股的方式，去挑选投资机会。”\n永赢基金表示，近期宏观经济形势依旧疲弱，企业盈利受到影响，港股股价缺乏向上动能。从行业看，房地产受政策影响尚未恢复，整个房地产产业链均受掣肘；互联网行业高压政策已近尾声，但尚有余温，目前股价表现一般，但投资机会即将出现，对板块保持关注；汽车行业面临整体需求端较弱的问题，从中期维度持续关注投资机遇。个股表现很大一部分基于公司自身增长性，从这一维度看，我们看好具备较好增长能见度的公司。\n博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。行业监管压力边际改善，可关注互联网龙头、医药板块；价格压力缓解，可关注前期受涨价压制的中下游，消费板块。从长期产业布局来看，可关注碳中和、新能源产业链、汽车及零部件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171989522,"gmtCreate":1626702401966,"gmtModify":1626702401966,"author":{"id":"3546809137397115","authorId":"3546809137397115","authorIdStr":"3546809137397115","name":"下一站苏州站","avatar":"https://static.tigerbbs.com/3ad19744d5e1ba641130cafd96a159e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546809137397115"},"themes":[],"htmlText":"序曲已经拉开","listText":"序曲已经拉开","text":"序曲已经拉开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171989522","repostId":"1148982205","repostType":2,"isVote":1,"tweetType":1,"viewCount":1620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115759020,"gmtCreate":1623031988060,"gmtModify":1623032549271,"author":{"id":"3546809137397115","authorId":"3546809137397115","authorIdStr":"3546809137397115","name":"下一站苏州站","avatar":"https://static.tigerbbs.com/3ad19744d5e1ba641130cafd96a159e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546809137397115"},"themes":[],"htmlText":"<a 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