燕5933的个人主页 - 老虎社区

燕5933

燕5933

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IP属地：北京

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5粉丝

1主题

0勋章

2021-09-01

$腾讯控股(00700)$明天冲上500

2021-07-21

阅

抱歉，原内容已删除

2021-06-23

分析的有道理

抱歉，原内容已删除

2021-05-26

这篇文章不错，转发给大家看看

@野生长:$蓝城兄弟(BLCT)$[笑哭]

2021-05-08

$苹果(AAPL)$继续涨

2020-08-07

$苹果(AAPL)$在美国，啥事都是老忒一个人说了算吗

2020-08-07

$苹果(AAPL)$腾讯跌了，你今天也会跌吧？

2020-08-03

$苹果(AAPL)$我就买了10股

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>明天冲上500","text":"$腾讯控股(00700)$明天冲上500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816584957","isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123765042,"gmtCreate":1624439785186,"gmtModify":1624439785186,"author":{"id":"3549340095319016","authorId":"3549340095319016","name":"燕5933","avatar":"https://static.tigerbbs.com/437acd6c48c8969208e9f6ffab002e5f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549340095319016","authorIdStr":"3549340095319016"},"themes":[],"htmlText":"分析的有道理","listText":"分析的有道理","text":"分析的有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123765042","repostId":"2145009545","repostType":2,"repost":{"id":"2145009545","kind":"news","pubTimestamp":1624438688,"share":"https://www.laohu8.com/m/news/2145009545?lang=&edition=full","pubTime":"2021-06-23 16:58","market":"us","language":"zh","title":"苏宁卖身阿里被辟谣！阿里不会接盘苏宁的两个原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2145009545","media":"腾讯新闻","summary":"不过这个消息被苏宁置业很快辟谣并报警，苏宁易购没有直接辟谣，但是转发了苏宁置业的辟谣官微。笔者也认为阿里不会接盘苏宁，原因有两个， 第一是反垄断法的缘故；第二是怎么能和深圳国资抢食呢！","content":"<html><body><article><p>苏宁最近又陷入舆论风波，今年以来苏宁接连发生股份被质押、被冻结、被转让的事情，前几天又因为谋划股份转让重大事项而<span>停牌</span>，外界关于苏宁往何处去的讨论也颇多，昨天网上就传言苏宁置业将破产，物流和易购由阿里接盘持股40%，35岁以上L10以下员工将被裁员！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170345258d2467f6qlq3ioj5\"/><p>不过这个消息被苏宁置业很快辟谣并报警，<a href=\"https://laohu8.com/S/002024\">苏宁易购</a>没有直接辟谣，但是转发了苏宁置业的辟谣官微。说明这个事情苏宁官方确实是持否定态度的，如果真有其事 ，现在辟谣不是打脸嘛。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170345713d246bm1vak101zr\"/><p>笔者也认为阿里不会接盘苏宁，原因有两个， 第一是反垄断法的缘故；第二是怎么能和深圳国资抢食呢！</p><p>1、反垄断法的限制</p><p>阿里当然是有接盘苏宁的实力的，如果是两年前，这种事情还是有很大可能会发生的，原因倒也不复杂，现在阿里就已经是苏宁易购的第二大股东，持有苏宁易购18.61亿股，持股比例高达19.99%，仅次于大股东张近东。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170352368d246glfvhybkidu\"/><p>张近东和马云的关系也非常好，苏宁和张近东现在都缺钱，资金非常紧张，马云作为朋友拉一把也正常。</p><p>而且从业务上来说，阿里是线上零售老大，苏宁是线下零售老大，阿里为了布局线下零售已经投资或者收购了很多线下零售企业，比如杭州银泰、大润发和欧尚的运营方<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>。</p><p>阿里控股苏宁这家中国最大的线下零售企业当然是一个对自己业务发展非常有利的举措，而且还可以为自己的朋友解围，何乐而不为了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170353132d246tf19y2nyteb\"/><p>但是现在这个事情难度恐怕不小，因为反垄断法，阿里今年4月因为“二选一”违反反垄断法，被罚款了182亿元。</p><p>现在是强化反垄断，防止资本无序扩张的时期，中国最大的线上零售企业控股最大的线下零售企业这个事情有多大可能能够通过反垄断执法机构的审查？</p><p>现在的阿里比以往任何时候都要低调，现在去冒这种风险有点不划算。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170353909d246y6b1e67njq7\"/><p>2、深圳国资委接盘在先</p><p>苏宁资金紧张并不是现在才发生的，之前就有苗头了，张近东也一直在寻求有实力的投资人能够如果苏宁，将自己和苏宁从债务当中抽身出来。</p><p>有实力的投资人无非是三种，第一是外资，第二是民营资本，第三是国资，外资接盘的可能性不太大，因为外资自己的零售企业在中国都已经被打得节节败退甚至退出中国市场，现在再来收购一家亏损的线下零售巨头的可能性不大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170356277d246kdcpxj3qqkf\"/><p>至于民营资本，那么要有两个要素，第一是有钱，第二是业务上是具有协同性的，而符合这个条件的企业并不多，阿里是一个，<a href=\"https://laohu8.com/S/JD\">京东</a>也是一个，两家企业都有这个资金实力，而且都是做零售的，业务上可以有协同性，收购后更容易实现业务协同效应。</p><p>但是阿里不太可能，上文已经分析了是因为发垄断法的缘故；至于京东嘛，虽然也有可能面临反垄断执法机构的审查，但是更大的原因是这两家企业曾经是死对头，当年价格战打得不亦乐乎。刘强东更是曾经对员工霸气喊话：苏宁还在宿迁，这是京东的耻辱！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170356935d246hg6bw82v308\"/><p>最后就剩下了国资，国资有很多，有地方性的，有央企层面的，从地方性的央企来说，有一个是肯定会施以援手的，那就是江苏省国资委，因为苏宁是江苏的企业，关乎江苏的就业、税收、产业链，所以拯救苏宁是会非常积极的。这也是为什么今年6月初江苏省国资委火速受让了苏宁电器集团持有苏宁易购5.59%的股份。交易金额是31.82亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170358280d246kvenk35du3v\"/><p>但是这些钱还不够解救张近东和苏宁，所以还需要继续寻找有实力的接盘人，在地方性国资当中，能够有这个实力，而又喜欢接盘的也并不多，深圳国资委就是其中之一，接盘了万科、接盘了荣耀，再来一个苏宁也不是问题。</p><p>2月28日，张近东及其一致行动人就和深圳国资委旗下的两家企业签订了股份转让框架协议，深国际将获得苏宁8%的股份，鲲鹏资本将获得15%的股份，合计拥有苏宁23%的股份，如果交易完成，这将让深圳国资委成为苏宁易购第一大股东。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170359055d246ozjarsk87qg\"/><p>前两天苏宁停牌也是因为股份转让的事情，江苏国资出资31.82亿受让了苏宁易购5.59%的股份；深圳国资委也有意出资148亿元受让苏宁易购23%的股份。</p><p>对于深圳国资委已经准备投资的企业，阿里会在这个时候去抢食吗？</p><p>既然马云和张近东关系这么好，为什么不早早地寻求阿里接盘？非要等到深圳国资委介入签订协议之后？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210623170359913d246jvehqe0nel0\"/><p>所以，基于上述两点原因，我认为从业务逻辑和法律框架下，阿里接盘苏宁的可能性也不大。</p><p>不过意思的是，<a href=\"https://laohu8.com/S/00700\">腾讯</a>是深圳的明星企业，而腾讯是京东的第二大股东，如果深圳国资委获得苏宁23%的股份，变身第一大股东，那么苏宁和京东是不是又多了某种莫名的关系？</p><p>生活有时候就是这么无奈，我不喜欢你，但是又不得不和你保持某种联系！</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>苏宁卖身阿里被辟谣！阿里不会接盘苏宁的两个原因</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苏宁卖身阿里被辟谣！阿里不会接盘苏宁的两个原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 16:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062317040079c9e38e&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苏宁最近又陷入舆论风波，今年以来苏宁接连发生股份被质押、被冻结、被转让的事情，前几天又因为谋划股份转让重大事项而停牌，外界关于苏宁往何处去的讨论也颇多，昨天网上就传言苏宁置业将破产，物流和易购由阿里接盘持股40%，35岁以上L10以下员工将被裁员！不过这个消息被苏宁置业很快辟谣并报警，苏宁易购没有直接辟谣，但是转发了苏宁置业的辟谣官微。说明这个事情苏宁官方确实是持否定态度的，如果真有其事 ，现在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062317040079c9e38e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","002024":"ST易购","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062317040079c9e38e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2145009545","content_text":"苏宁最近又陷入舆论风波，今年以来苏宁接连发生股份被质押、被冻结、被转让的事情，前几天又因为谋划股份转让重大事项而停牌，外界关于苏宁往何处去的讨论也颇多，昨天网上就传言苏宁置业将破产，物流和易购由阿里接盘持股40%，35岁以上L10以下员工将被裁员！不过这个消息被苏宁置业很快辟谣并报警，苏宁易购没有直接辟谣，但是转发了苏宁置业的辟谣官微。说明这个事情苏宁官方确实是持否定态度的，如果真有其事 ，现在辟谣不是打脸嘛。笔者也认为阿里不会接盘苏宁，原因有两个， 第一是反垄断法的缘故；第二是怎么能和深圳国资抢食呢！1、反垄断法的限制阿里当然是有接盘苏宁的实力的，如果是两年前，这种事情还是有很大可能会发生的，原因倒也不复杂，现在阿里就已经是苏宁易购的第二大股东，持有苏宁易购18.61亿股，持股比例高达19.99%，仅次于大股东张近东。张近东和马云的关系也非常好，苏宁和张近东现在都缺钱，资金非常紧张，马云作为朋友拉一把也正常。而且从业务上来说，阿里是线上零售老大，苏宁是线下零售老大，阿里为了布局线下零售已经投资或者收购了很多线下零售企业，比如杭州银泰、大润发和欧尚的运营方高鑫零售。阿里控股苏宁这家中国最大的线下零售企业当然是一个对自己业务发展非常有利的举措，而且还可以为自己的朋友解围，何乐而不为了。但是现在这个事情难度恐怕不小，因为反垄断法，阿里今年4月因为“二选一”违反反垄断法，被罚款了182亿元。现在是强化反垄断，防止资本无序扩张的时期，中国最大的线上零售企业控股最大的线下零售企业这个事情有多大可能能够通过反垄断执法机构的审查？现在的阿里比以往任何时候都要低调，现在去冒这种风险有点不划算。2、深圳国资委接盘在先苏宁资金紧张并不是现在才发生的，之前就有苗头了，张近东也一直在寻求有实力的投资人能够如果苏宁，将自己和苏宁从债务当中抽身出来。有实力的投资人无非是三种，第一是外资，第二是民营资本，第三是国资，外资接盘的可能性不太大，因为外资自己的零售企业在中国都已经被打得节节败退甚至退出中国市场，现在再来收购一家亏损的线下零售巨头的可能性不大。至于民营资本，那么要有两个要素，第一是有钱，第二是业务上是具有协同性的，而符合这个条件的企业并不多，阿里是一个，京东也是一个，两家企业都有这个资金实力，而且都是做零售的，业务上可以有协同性，收购后更容易实现业务协同效应。但是阿里不太可能，上文已经分析了是因为发垄断法的缘故；至于京东嘛，虽然也有可能面临反垄断执法机构的审查，但是更大的原因是这两家企业曾经是死对头，当年价格战打得不亦乐乎。刘强东更是曾经对员工霸气喊话：苏宁还在宿迁，这是京东的耻辱！最后就剩下了国资，国资有很多，有地方性的，有央企层面的，从地方性的央企来说，有一个是肯定会施以援手的，那就是江苏省国资委，因为苏宁是江苏的企业，关乎江苏的就业、税收、产业链，所以拯救苏宁是会非常积极的。这也是为什么今年6月初江苏省国资委火速受让了苏宁电器集团持有苏宁易购5.59%的股份。交易金额是31.82亿元。但是这些钱还不够解救张近东和苏宁，所以还需要继续寻找有实力的接盘人，在地方性国资当中，能够有这个实力，而又喜欢接盘的也并不多，深圳国资委就是其中之一，接盘了万科、接盘了荣耀，再来一个苏宁也不是问题。2月28日，张近东及其一致行动人就和深圳国资委旗下的两家企业签订了股份转让框架协议，深国际将获得苏宁8%的股份，鲲鹏资本将获得15%的股份，合计拥有苏宁23%的股份，如果交易完成，这将让深圳国资委成为苏宁易购第一大股东。前两天苏宁停牌也是因为股份转让的事情，江苏国资出资31.82亿受让了苏宁易购5.59%的股份；深圳国资委也有意出资148亿元受让苏宁易购23%的股份。对于深圳国资委已经准备投资的企业，阿里会在这个时候去抢食吗？既然马云和张近东关系这么好，为什么不早早地寻求阿里接盘？非要等到深圳国资委介入签订协议之后？所以，基于上述两点原因，我认为从业务逻辑和法律框架下，阿里接盘苏宁的可能性也不大。不过意思的是，腾讯是深圳的明星企业，而腾讯是京东的第二大股东，如果深圳国资委获得苏宁23%的股份，变身第一大股东，那么苏宁和京东是不是又多了某种莫名的关系？生活有时候就是这么无奈，我不喜欢你，但是又不得不和你保持某种联系！","news_type":1},"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136567561,"gmtCreate":1622029820953,"gmtModify":1622029820953,"author":{"id":"3549340095319016","authorId":"3549340095319016","name":"燕5933","avatar":"https://static.tigerbbs.com/437acd6c48c8969208e9f6ffab002e5f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549340095319016","authorIdStr":"3549340095319016"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136567561","repostId":"136381818","repostType":1,"repost":{"id":136381818,"gmtCreate":1621994502134,"gmtModify":1621994502134,"author":{"id":"3503267844254261","authorId":"3503267844254261","name":"野生长","avatar":"https://static.tigerbbs.com/20c89c907dfa5f2b114c8e72f96e17ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503267844254261","authorIdStr":"3503267844254261"},"themes":[],"htmlText":"<a 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