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猪妞她爸
2021-10-22
[微笑]
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猪妞她爸
2020-06-02
这篇文章不错，转发给大家看
@美股之家:本周美股IPO预告：华纳音乐、传奇生科、ZoomInfo等上市
猪妞她爸
2020-05-28
这篇文章不错，转发给大家看
抱歉，原内容已删除
猪妞她爸
2020-05-01
这篇文章不错，转发给大家看
留给Zoom的时间不多了
去老虎APP查看更多动态
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网站经历了长时间的沉寂，本周的美股终于迎来了较大规模的IPO发行，其中包括全球第三大唱片公司华纳音乐、互联网营销公司ZoomInfo Technologies、生物制药公司Pliant Therapeutics和传奇生科。一、6.3 IPO新股 – 生物制药公司：Pliant Therapeutics(PLRX)Pliant Therapeutics, Inc.(NASDAQ:PLRX)<a target=\"_blank\" href=\"https://laohu8.com/S/PLRX\">$Pliant Therapeutics(PLRX)$</a> 创立于2015年，总部位于美国加州南旧金山，全职雇员62人，是一家临床阶段生物制药公司，致力于发现和开发用于治疗纤维化的新疗法。Pliant Therapeutics(PLRX)融资百科： 2016年2月18日，A轮融资，Pliant Therapeutics获得 Third Rock Ventures 领投，pH Pharma跟投的4500美元投资。 2018年7月16日，B轮融资，Pliant Therapeutics获得 Cowen Healthcare Investments 领投，Menlo Ventures、S-Cubed Capital、Schroder Adveq、Agent Capital等5家机构跟投的6200万美元资金。 2020年3月3日，C轮融资，Pliant Therapeutics获得 Novartis Institutes for Biomedical Research领投，Menlo Ventures、Redmile Group、Cormorant Asset Management、Farallon Capital Management、S-Cubed Capital等","listText":"文：美股百科 网站经历了长时间的沉寂，本周的美股终于迎来了较大规模的IPO发行，其中包括全球第三大唱片公司华纳音乐、互联网营销公司ZoomInfo Technologies、生物制药公司Pliant Therapeutics和传奇生科。一、6.3 IPO新股 – 生物制药公司：Pliant Therapeutics(PLRX)Pliant Therapeutics, Inc.(NASDAQ:PLRX)<a target=\"_blank\" href=\"https://laohu8.com/S/PLRX\">$Pliant Therapeutics(PLRX)$</a> 创立于2015年，总部位于美国加州南旧金山，全职雇员62人，是一家临床阶段生物制药公司，致力于发现和开发用于治疗纤维化的新疗法。Pliant Therapeutics(PLRX)融资百科： 2016年2月18日，A轮融资，Pliant Therapeutics获得 Third Rock Ventures 领投，pH Pharma跟投的4500美元投资。 2018年7月16日，B轮融资，Pliant Therapeutics获得 Cowen Healthcare Investments 领投，Menlo Ventures、S-Cubed Capital、Schroder Adveq、Agent Capital等5家机构跟投的6200万美元资金。 2020年3月3日，C轮融资，Pliant Therapeutics获得 Novartis Institutes for Biomedical Research领投，Menlo Ventures、Redmile Group、Cormorant Asset Management、Farallon Capital Management、S-Cubed Capital等","text":"文：美股百科 网站经历了长时间的沉寂，本周的美股终于迎来了较大规模的IPO发行，其中包括全球第三大唱片公司华纳音乐、互联网营销公司ZoomInfo Technologies、生物制药公司Pliant Therapeutics和传奇生科。一、6.3 IPO新股 – 生物制药公司：Pliant Therapeutics(PLRX)Pliant Therapeutics, Inc.(NASDAQ:PLRX)$Pliant Therapeutics(PLRX)$ 创立于2015年，总部位于美国加州南旧金山，全职雇员62人，是一家临床阶段生物制药公司，致力于发现和开发用于治疗纤维化的新疗法。Pliant Therapeutics(PLRX)融资百科： 2016年2月18日，A轮融资，Pliant Therapeutics获得 Third Rock Ventures 领投，pH Pharma跟投的4500美元投资。 2018年7月16日，B轮融资，Pliant Therapeutics获得 Cowen Healthcare Investments 领投，Menlo Ventures、S-Cubed Capital、Schroder Adveq、Agent Capital等5家机构跟投的6200万美元资金。 2020年3月3日，C轮融资，Pliant Therapeutics获得 Novartis Institutes for Biomedical Research领投，Menlo Ventures、Redmile Group、Cormorant Asset Management、Farallon Capital Management、S-Cubed Capital等","images":[{"img":"https://static.tigerbbs.com/2884026cd7213a81a0fe9b85b3d10794","width":"280","height":"210"},{"img":"https://static.tigerbbs.com/5025dfed55d0fca8e62f34fdc67aa532","width":"688","height":"516"},{"img":"https://static.tigerbbs.com/1e3c6a0ef74d5c9543277c437ca7537e","width":"601","height":"451"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951568649","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951169334,"gmtCreate":1590680432028,"gmtModify":1704193420516,"author":{"id":"3551324046200416","authorId":"3551324046200416","name":"猪妞她爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951169334","repostId":"2038258365","repostType":2,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924690618,"gmtCreate":1588317238634,"gmtModify":1704367349625,"author":{"id":"3551324046200416","authorId":"3551324046200416","name":"猪妞她爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/924690618","repostId":"1111511463","repostType":4,"repost":{"id":"1111511463","pubTimestamp":1588316566,"share":"https://www.laohu8.com/m/news/1111511463?lang=&edition=full","pubTime":"2020-05-01 15:02","market":"us","language":"zh","title":"留给Zoom的时间不多了","url":"https://stock-news.laohu8.com/highlight/detail?id=1111511463","media":" iFeng科技","summary":"短短四个月，DAU（日活跃用户数量）从1000万到3亿，令所有互联网公司眼红的奇迹般增长，落到了视频会议公司Zoom头上。这家于2019年在纳斯达克上市的SaaS公司，自2011年成立以来便一路高歌猛","content":"<p><span>短短四个月，DAU（日活跃用户数量）从1000万到3亿，令所有互联网公司眼红的奇迹般增长，落到了视频会议公司<a href=\"https://laohu8.com/S/ZM\">Zoom</a>头上。</span></p><p><span>这家于2019年在纳斯达克上市的SaaS公司，自2011年成立以来便一路高歌猛进，达到10亿美元估值只花了7年。疫情期间的闪耀表现，让业界仿佛看到又一个崛起的巨头。</span></p><p><span>然而这股上升的势头未持续多久，就从4月份开始急转直下。海外市场频频爆出多起Zoom用户信息泄漏事件——德国、新加坡和台湾等国家与地区，以及美国参议院、NASA、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、SpaceX、西门子、渣打银行等机构都开始禁止或限制使用Zoom，并转向其竞争者寻求服务。</span></p><p><span>一面是持续快速的增长，一面是逐渐显现的危机，风口浪尖上的Zoom似处于冰火之间。</span></p><p><span><b>内忧外患</b></span></p><p><span>从今年2月3日起，因疫情带来的远程办公市场带动了Zoom股票飙升。此前Zoom的股价在80美元以下徘徊了4个月，经过一个半月股价就达到了164.94美元（3月23日），市值翻倍。</span><span><b>哪怕在3月中旬，美股10天4次熔断创造历史时，Zoom也是一片红间少有的一点绿。</b></span></p><p><span>随着疫情的全球性蔓延，意外成为了Zoom的东风。只是风太大，也让Zoom以往被忽视的隐患显露了出来。</span></p><p><span>3月24日，Consumer Reports（《消费者报告》）发表文章称，Zoom会议并不私密，会议主持人可以不经参会者同意就泄露会议内容，当天Zoom的股价应声下跌15.28%。</span></p><p><span>此后坏消息接踵而来，陆续爆出Zoom不经用户允许向<a href=\"https://laohu8.com/S/FB\">Facebook</a>发送用户个人信息、参会时视频和麦克风被劫持、超50万Zoom账号在暗网上以白菜价交易等新闻。这些负面消息甚至让Zoom的最初付费用户——高校和教育机构也开始停用Zoom。</span></p><p><span>总体而言，这次Zoom安全风波主要有三方面原因：</span></p><p><b><span>一是账号密码太简单，容易被暴力试出纯数字密码；</span></b></p><p><b><span>二是用户数据在未经用户获授权时通过第三方SDK被泄露，比如iOS版的Zoom App就内嵌了Facebook的SDK；</span></b></p><p><b><span>三是创始人袁征的“在美华裔”身份引发了一些“阴谋论”声音，让部分用户对数据安全产生怀疑。</span></b></p><p><span>人怕出名猪怕肥。伴随Zoom的日活用户数从2019年年底的1000万急剧增长到如今的3亿，Zoom出现的任何问题都被置于放大镜下。</span></p><p><span>在安全问题让Zoom焦头烂额之际，线上会议市场整体体量的激增，也刺激了已有和潜在竞争者的追逐。比如袁征的老东家<a href=\"https://laohu8.com/S/CSCO\">思科</a>Webex Meeting，还有<a href=\"https://laohu8.com/S/MSFT\">微软</a>的Teams、Skype，就在Zoom陷于舆论风波时发布产品安全性的保证。</span></p><p><span>甚至Facebook、Google这样的巨头，也在狙击Zoom。</span></p><p><span>4月23日，袁征宣布Zoom的日活用户达到了3亿，刺激股价从当天开盘的154.01美元，一举冲到次日181.5美元的新高，但随即Facebook推出有类似功能的Messenger Rooms，让Zoom股价在收盘时又跌回158.8美元。</span></p><p><span>4月29日，谷歌表示任何用户很快可以在Meet上主持免费视频会议，目前该产品也有了1亿日活用户。</span></p><p><img src=\"https://static.tigerbbs.com/b1ec9cf9f54b3a4bdeab6a6bf8bec972\"></p><p><span>在国内市场Zoom也不容易，遇到的对手同样强劲，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的钉钉、<a href=\"https://laohu8.com/S/00700\">腾讯</a>会议等异军突起，压缩了Zoom的潜在市场。</span></p><p><span>长期来看，即使Zoom现在用户数量和营收还在增长，但未来并不乐观——在产品安全性受到质疑的同时，还要面对不断加剧的竞争。风口上的Zoom正处于内忧外患。</span></p><p><span><b>攘内安外</b></span></p><p><span>Zoom对从3月底频频爆发的安全问题格外紧张。</span></p><p><span>张新是Zoom在合肥的研发中心员工，据他透露，CEO袁征曾在公司内部群里发布消息，表示公司正在经历一个非常危机的时刻，希望大家能做好自己的工作，不要出问题，并再三强调要提高安全意识。</span></p><p><b><span>“这段时间紧张、压力大已是常态。以前可能是慢工出细活，现在必须加快速度。”</span></b><span>张新谈到，不仅是简单地在原有基础上做些升级优化，而是整个底层逻辑都在做变动，加强数据加密等功能。</span><span><b>“这些平时都要1～2个月才能完成，现在周期缩短到1～2周。”</b></span></p><p><span>4月9日，一向低调的袁征在重压下做了一场Youtube直播，就安全漏洞向用户道歉，还承诺将在</span><span><b>90天</b></span><span>内解决问题。</span></p><p><img src=\"https://static.tigerbbs.com/1376cbf6922a9a1b7a8b5124f32e207a\"></p><p><span>他还谈到在4月1日内部就成立了由各行业安全领袖组成的 CISO 咨询和顾问委员会，并邀请了斯坦福大学的计算机科学家Alex Stamos 作为顾问，协助展开平台安全审查。</span></p><p><span>据了解，从四月份开始，Zoom在中国的研发人员都停下之前的研发计划、产品功能更新等，</span><span><b>投入到解决安全问题中。</b></span><span>针对数据中心接入点、账号密码泄漏、第三方SDK三类问题，Zoom也有了一些具体的行动：</span></p><blockquote><p><span>国内的一家Zoom代理商在4月17日发布消息称，从4月18日开始，每个付费的Zoom客户都可以选择加入或退出特定的数据中心区域。</span></p><p><span>在账号密码泄漏方面，Zoom将随机生成的会议ID从9位数变成了11位数，管理员账号也可以配置更为复杂的密码，比如加上母、特殊字符。</span></p><p><span>至于第三方SDK，早在3月27日，Zoom就删除了iOS客户端中的Facebook SDK，并对其重新配置，防止用户信息被第三方公司收集。</span></p></blockquote><p><span>就在袁征道歉后，Zoom的股价也开始回暖。在苏州研发中心的王芮告诉凤凰网科技：“安全漏洞爆发时，我们也是很害怕的。但个人来讲，其实很多安全问题是之前没有重视，这也是所有视频软件公司都会遇到的问题。”</span></p><p><span>360天枢智库高级总监魏小强对凤凰网科技谈到，采取一些基本的安全措施为产品做好“安全加固”肯定是很重要，但这远远不够。</span></p><p><span>Zoom事件折射出数字化转型背景下的安全问题，“这是一个不断演进的网络环境，无论是网络、设备还是云端应用，网络攻击都在增加，黑客的攻击手法也变得越来越先进，所以简单的安全防御也难以防御新的攻击手段。”魏小强说。</span></p><p><span>目前Zoom位于苏州、杭州、合肥分别有200多名程序员，近一个月，他们都在忙于做系统自测和产品安全功能优化相关事宜。</span></p><p><span>王芮谈到，随着Zoom走红，很多人都来挖他，包括一些大公司，他们都在筹划推出或扩张视频会议类产品。</span></p><p><span><b>Zoom如何赢？</b></span></p><p><span>Zoom总体给人一种“小而美”、“很佛系”的感觉，然而Zoom的野心并不止于此。王芮对凤凰网科技（微信搜：iFeng科技）透露，Zoom还在憋大招，准备今年下半年发布。</span></p><p><span>袁征也曾对媒体表示，他希望像Facebook那样将职场与消费者联系起来，这将使Zoom比思科更大：“你只比我领先5英里，这没关系。我会跑得比你快，还是会赶上你的。这就像一场马拉松。”</span></p><p><span>而这场关于视频会议市场的马拉松，袁征跑了23年。他从1997年移民美国并加入上一代的会议软件公司WebEx（网讯），并成为其核心工程师，后来WebEx以30亿美元被思科收购，袁征也成为思科工程副总裁。</span></p><p><span>当时的标王NetScreen（网景）也才卖了40亿美元、Skype 卖给微软也才 26 亿美元。其创始人朱敏在对比尔·盖茨演示WebEx时，比尔直接站起来说：这就是我想要的产品！</span></p><p><span>但在思科的WebEx很快也出现新的问题，“WebEx不是为互联网设计的，所以需要重写代码，思科不愿意，我只能离开。”袁征谈到，虽然当时他管理着800多人的团队，但最初几年，没有人关注他们在做什么。</span></p><p><span>后来他与在思科的40多名同事自立门户开始创业Zoom，思科前发展部负责人舒曼投资了25万美元作为启动资金，在2013年也顺利拿到了雅虎创始人杨致远和<a href=\"https://laohu8.com/S/QCOM\">高通</a>资本的600万美元A轮融资、李嘉诚维港资本的650万美元B轮融资。</span></p><p><b><span>能快速获得资本市场的支持，主要还是Zoom在产品体验和商业模式上都快速找到了自己的定位。</span></b><span>专注做视频会议，不做过多附加功能或靠广告、流量赚钱，让Zoom的产品体验较为突出；而2011年～2013年，Zoom采取免费模式，很快打入了教育行业和中小企业市场。</span></p><p><span>此后Zoom也在逐渐向中大企业进军——推出Meeting Connector、Room Connector、Webinar platform等产品，来满足企业私有化部署的需求，并进一步扩充产品线，成为企业服务级平台。</span></p><p><span>去年Zoom于纳斯达克上市时，袁征表示，“你可以去庆祝一整天，但你不想让高中毕业就成为你表现的巅峰，对吧?”</span></p><p><span>但Zoom要实现其平台之路并不容易。目前来看，Zoom全部精力都投入到近期发生的安全危机中，无暇顾及其他产品和功能升级。这将给竞争对手一个很好的时间窗口来抢夺这个短期爆发的市场。</span></p><p><span>尤其是Facebook最近推出的Messenger Rooms，还在Facebook的WhatsApp上引入群组通话、Instagram上提供视频服务等；微软如果将Teams与Office 365进行捆绑销售并大规模营销，Zoom在遭受品牌形象受损后的市场进展将变得更加艰难。</span></p><p><span>在安全领域，谷歌、微软、阿里、腾讯等提供云服务的公司，都早在云安全领域做布局，有相应的解决方案，处理类似危机也较容易，而Zoom过去在安全领域并未有多少投入，并不能快速处理现在面对的危机。</span></p><p><span>此外，Zoom本身的特点就是解决视频会议的需求，用完即走，工具属性强、社交属性弱。用户对平台使用的场景过于单一，容易被社交场景属性更强的产品抢走用户。</span></p><p><span>Zoom也意识到这个问题，试图打造一个应用市场（Marketplace）来弥补应用单一的问题，比如接入其他用于营销、数据统计类产品；同时Zoom也将自己集成到其他大的企业服务平台，比如<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、Slack等。</span></p><p><span>这样的合作也将遇到用户体验难以统一的问题，比如第三方工具如果出问题，主动权并不在Zoom这边，而各个产品之间的数据打通也不会太深入。</span></p><p><span>在国内市场，有投资人分析，</span><span><b>“Zoom可能会遭受谷歌一样境遇，BAT等竞争对手太强大、太野蛮。”</b></span><span>虽然国内视频会议市场虽已是红海，但开发并不充分。比如会议内容实时语音转录等方面都需要付费才能使用，还未大规模普及，“视频会议市场仍将有很多可为之处”。</span></p><p><span>对于被巨头环伺、深陷数据危机的Zoom，留给它的时间可能不多了。</span></p>","source":"lsy1570585487130","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>留给Zoom的时间不多了</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{ 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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留给Zoom的时间不多了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-01 15:02 北京时间 <a href=https://mp.weixin.qq.com/s/1u_4ZvHHWwjS7uh6_Kwgmg><strong> iFeng科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>短短四个月，DAU（日活跃用户数量）从1000万到3亿，令所有互联网公司眼红的奇迹般增长，落到了视频会议公司Zoom头上。这家于2019年在纳斯达克上市的SaaS公司，自2011年成立以来便一路高歌猛进，达到10亿美元估值只花了7年。疫情期间的闪耀表现，让业界仿佛看到又一个崛起的巨头。然而这股上升的势头未持续多久，就从4月份开始急转直下。海外市场频频爆出多起Zoom用户信息泄漏事件——德国、新加坡...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1u_4ZvHHWwjS7uh6_Kwgmg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1376cbf6922a9a1b7a8b5124f32e207a","relate_stocks":{"ZM":"Zoom"},"source_url":"https://mp.weixin.qq.com/s/1u_4ZvHHWwjS7uh6_Kwgmg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111511463","content_text":"短短四个月，DAU（日活跃用户数量）从1000万到3亿，令所有互联网公司眼红的奇迹般增长，落到了视频会议公司Zoom头上。这家于2019年在纳斯达克上市的SaaS公司，自2011年成立以来便一路高歌猛进，达到10亿美元估值只花了7年。疫情期间的闪耀表现，让业界仿佛看到又一个崛起的巨头。然而这股上升的势头未持续多久，就从4月份开始急转直下。海外市场频频爆出多起Zoom用户信息泄漏事件——德国、新加坡和台湾等国家与地区，以及美国参议院、NASA、谷歌、SpaceX、西门子、渣打银行等机构都开始禁止或限制使用Zoom，并转向其竞争者寻求服务。一面是持续快速的增长，一面是逐渐显现的危机，风口浪尖上的Zoom似处于冰火之间。内忧外患从今年2月3日起，因疫情带来的远程办公市场带动了Zoom股票飙升。此前Zoom的股价在80美元以下徘徊了4个月，经过一个半月股价就达到了164.94美元（3月23日），市值翻倍。哪怕在3月中旬，美股10天4次熔断创造历史时，Zoom也是一片红间少有的一点绿。随着疫情的全球性蔓延，意外成为了Zoom的东风。只是风太大，也让Zoom以往被忽视的隐患显露了出来。3月24日，Consumer Reports（《消费者报告》）发表文章称，Zoom会议并不私密，会议主持人可以不经参会者同意就泄露会议内容，当天Zoom的股价应声下跌15.28%。此后坏消息接踵而来，陆续爆出Zoom不经用户允许向Facebook发送用户个人信息、参会时视频和麦克风被劫持、超50万Zoom账号在暗网上以白菜价交易等新闻。这些负面消息甚至让Zoom的最初付费用户——高校和教育机构也开始停用Zoom。总体而言，这次Zoom安全风波主要有三方面原因：一是账号密码太简单，容易被暴力试出纯数字密码；二是用户数据在未经用户获授权时通过第三方SDK被泄露，比如iOS版的Zoom App就内嵌了Facebook的SDK；三是创始人袁征的“在美华裔”身份引发了一些“阴谋论”声音，让部分用户对数据安全产生怀疑。人怕出名猪怕肥。伴随Zoom的日活用户数从2019年年底的1000万急剧增长到如今的3亿，Zoom出现的任何问题都被置于放大镜下。在安全问题让Zoom焦头烂额之际，线上会议市场整体体量的激增，也刺激了已有和潜在竞争者的追逐。比如袁征的老东家思科Webex Meeting，还有微软的Teams、Skype，就在Zoom陷于舆论风波时发布产品安全性的保证。甚至Facebook、Google这样的巨头，也在狙击Zoom。4月23日，袁征宣布Zoom的日活用户达到了3亿，刺激股价从当天开盘的154.01美元，一举冲到次日181.5美元的新高，但随即Facebook推出有类似功能的Messenger Rooms，让Zoom股价在收盘时又跌回158.8美元。4月29日，谷歌表示任何用户很快可以在Meet上主持免费视频会议，目前该产品也有了1亿日活用户。在国内市场Zoom也不容易，遇到的对手同样强劲，阿里巴巴的钉钉、腾讯会议等异军突起，压缩了Zoom的潜在市场。长期来看，即使Zoom现在用户数量和营收还在增长，但未来并不乐观——在产品安全性受到质疑的同时，还要面对不断加剧的竞争。风口上的Zoom正处于内忧外患。攘内安外Zoom对从3月底频频爆发的安全问题格外紧张。张新是Zoom在合肥的研发中心员工，据他透露，CEO袁征曾在公司内部群里发布消息，表示公司正在经历一个非常危机的时刻，希望大家能做好自己的工作，不要出问题，并再三强调要提高安全意识。“这段时间紧张、压力大已是常态。以前可能是慢工出细活，现在必须加快速度。”张新谈到，不仅是简单地在原有基础上做些升级优化，而是整个底层逻辑都在做变动，加强数据加密等功能。“这些平时都要1～2个月才能完成，现在周期缩短到1～2周。”4月9日，一向低调的袁征在重压下做了一场Youtube直播，就安全漏洞向用户道歉，还承诺将在90天内解决问题。他还谈到在4月1日内部就成立了由各行业安全领袖组成的 CISO 咨询和顾问委员会，并邀请了斯坦福大学的计算机科学家Alex Stamos 作为顾问，协助展开平台安全审查。据了解，从四月份开始，Zoom在中国的研发人员都停下之前的研发计划、产品功能更新等，投入到解决安全问题中。针对数据中心接入点、账号密码泄漏、第三方SDK三类问题，Zoom也有了一些具体的行动：国内的一家Zoom代理商在4月17日发布消息称，从4月18日开始，每个付费的Zoom客户都可以选择加入或退出特定的数据中心区域。在账号密码泄漏方面，Zoom将随机生成的会议ID从9位数变成了11位数，管理员账号也可以配置更为复杂的密码，比如加上母、特殊字符。至于第三方SDK，早在3月27日，Zoom就删除了iOS客户端中的Facebook SDK，并对其重新配置，防止用户信息被第三方公司收集。就在袁征道歉后，Zoom的股价也开始回暖。在苏州研发中心的王芮告诉凤凰网科技：“安全漏洞爆发时，我们也是很害怕的。但个人来讲，其实很多安全问题是之前没有重视，这也是所有视频软件公司都会遇到的问题。”360天枢智库高级总监魏小强对凤凰网科技谈到，采取一些基本的安全措施为产品做好“安全加固”肯定是很重要，但这远远不够。Zoom事件折射出数字化转型背景下的安全问题，“这是一个不断演进的网络环境，无论是网络、设备还是云端应用，网络攻击都在增加，黑客的攻击手法也变得越来越先进，所以简单的安全防御也难以防御新的攻击手段。”魏小强说。目前Zoom位于苏州、杭州、合肥分别有200多名程序员，近一个月，他们都在忙于做系统自测和产品安全功能优化相关事宜。王芮谈到，随着Zoom走红，很多人都来挖他，包括一些大公司，他们都在筹划推出或扩张视频会议类产品。Zoom如何赢？Zoom总体给人一种“小而美”、“很佛系”的感觉，然而Zoom的野心并不止于此。王芮对凤凰网科技（微信搜：iFeng科技）透露，Zoom还在憋大招，准备今年下半年发布。袁征也曾对媒体表示，他希望像Facebook那样将职场与消费者联系起来，这将使Zoom比思科更大：“你只比我领先5英里，这没关系。我会跑得比你快，还是会赶上你的。这就像一场马拉松。”而这场关于视频会议市场的马拉松，袁征跑了23年。他从1997年移民美国并加入上一代的会议软件公司WebEx（网讯），并成为其核心工程师，后来WebEx以30亿美元被思科收购，袁征也成为思科工程副总裁。当时的标王NetScreen（网景）也才卖了40亿美元、Skype 卖给微软也才 26 亿美元。其创始人朱敏在对比尔·盖茨演示WebEx时，比尔直接站起来说：这就是我想要的产品！但在思科的WebEx很快也出现新的问题，“WebEx不是为互联网设计的，所以需要重写代码，思科不愿意，我只能离开。”袁征谈到，虽然当时他管理着800多人的团队，但最初几年，没有人关注他们在做什么。后来他与在思科的40多名同事自立门户开始创业Zoom，思科前发展部负责人舒曼投资了25万美元作为启动资金，在2013年也顺利拿到了雅虎创始人杨致远和高通资本的600万美元A轮融资、李嘉诚维港资本的650万美元B轮融资。能快速获得资本市场的支持，主要还是Zoom在产品体验和商业模式上都快速找到了自己的定位。专注做视频会议，不做过多附加功能或靠广告、流量赚钱，让Zoom的产品体验较为突出；而2011年～2013年，Zoom采取免费模式，很快打入了教育行业和中小企业市场。此后Zoom也在逐渐向中大企业进军——推出Meeting Connector、Room Connector、Webinar platform等产品，来满足企业私有化部署的需求，并进一步扩充产品线，成为企业服务级平台。去年Zoom于纳斯达克上市时，袁征表示，“你可以去庆祝一整天，但你不想让高中毕业就成为你表现的巅峰，对吧?”但Zoom要实现其平台之路并不容易。目前来看，Zoom全部精力都投入到近期发生的安全危机中，无暇顾及其他产品和功能升级。这将给竞争对手一个很好的时间窗口来抢夺这个短期爆发的市场。尤其是Facebook最近推出的Messenger Rooms，还在Facebook的WhatsApp上引入群组通话、Instagram上提供视频服务等；微软如果将Teams与Office 365进行捆绑销售并大规模营销，Zoom在遭受品牌形象受损后的市场进展将变得更加艰难。在安全领域，谷歌、微软、阿里、腾讯等提供云服务的公司，都早在云安全领域做布局，有相应的解决方案，处理类似危机也较容易，而Zoom过去在安全领域并未有多少投入，并不能快速处理现在面对的危机。此外，Zoom本身的特点就是解决视频会议的需求，用完即走，工具属性强、社交属性弱。用户对平台使用的场景过于单一，容易被社交场景属性更强的产品抢走用户。Zoom也意识到这个问题，试图打造一个应用市场（Marketplace）来弥补应用单一的问题，比如接入其他用于营销、数据统计类产品；同时Zoom也将自己集成到其他大的企业服务平台，比如Salesforce、Slack等。这样的合作也将遇到用户体验难以统一的问题，比如第三方工具如果出问题，主动权并不在Zoom这边，而各个产品之间的数据打通也不会太深入。在国内市场，有投资人分析，“Zoom可能会遭受谷歌一样境遇，BAT等竞争对手太强大、太野蛮。”虽然国内视频会议市场虽已是红海，但开发并不充分。比如会议内容实时语音转录等方面都需要付费才能使用，还未大规模普及，“视频会议市场仍将有很多可为之处”。对于被巨头环伺、深陷数据危机的Zoom，留给它的时间可能不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":924690618,"gmtCreate":1588317238634,"gmtModify":1704367349625,"author":{"id":"3551324046200416","authorId":"3551324046200416","name":"猪妞她爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/924690618","repostId":"1111511463","repostType":4,"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853786441,"gmtCreate":1634841941404,"gmtModify":1634867830348,"author":{"id":"3551324046200416","authorId":"3551324046200416","name":"猪妞她爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853786441","repostId":"1168896860","repostType":2,"repost":{"id":"1168896860","pubTimestamp":1617616657,"share":"https://www.laohu8.com/m/news/1168896860?lang=&edition=full","pubTime":"2021-04-05 17:57","market":"us","language":"en","title":"Stocks That Could Gain the Most From Biden’s Infrastructure Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1168896860","media":"Barrons","summary":"Wall Street is getting downright giddy about infrastructure.\nPresident Joe Biden’s proposal to spend","content":"<p>Wall Street is getting downright giddy about infrastructure.</p>\n<p>President Joe Biden’s proposal to spend $2.25 trillion could unleash a “supercycle” of spending last seen in the 1950s, according to Morgan Stanley. With Democrats in control in Washington, the infrastructure floodgates could finally open.</p>\n<p>At 10% of current gross domestic product, doled out over eight years, the plan reads like a Rooseveltian blueprint for economic and social engineering. More than $600 billion would go to conventional projects like roads, bridges, and public transit. There is $374 billion for tech, according to Goldman Sachs, including rural broadband, modernizing the electric grid, clean-energy storage, and electric vehicles.</p>\n<p>U.S. manufacturing and research and development would receive subsidies and incentives worth $480 billion. And $500 billion would go for the caregiving economy and workforce development.</p>\n<p>Packages like this bring out the knives in Congress. Opposition is already building over the cost and funding mechanism, including anincrease in the corporate tax rate to 28%. Without Republican support in the Senate, where Democrats can’t afford a single defection, a bill would need to pass under complex budget reconciliation rules and wouldn’t be ready for a vote until the summer.</p>\n<p>All of this assumes that financial markets cooperate. Ultralow interest rates are keeping a lid on the Treasury’s funding costs. But Treasury yields have been rising as traders price in higher inflation and widening deficits due to all of the fiscal stimulus that has already been injected—$5 trillion and counting. TheBiden plan won’t pay for itself for 15 years, assuming its tax increases hold up. Higher deficits imply more Treasury issuance at potentially higher yields, raising the bill on taxpayers.</p>\n<p>Another caveat is that infrastructure spending is like an intravenous drip that trickles through the economy’s veins for years. There aren’t enough “shovel-ready” projects to soak up anything close to $2 trillion. Indeed, infrastructure may be the messiest form of stimulus: It is distributed unevenly to states and localities, held up by zoning and contracting issues, and overseen by a patchwork of federal and state environmental rules. The economy may benefit long term from stronger growth and productivity gains, but it won’t happen right away.</p>\n<p>Nonetheless, some economists view it as a long-term winner—addressing years of underinvestment in the country’s foundations. It could pick up the slack after more-immediate stimulus measures run dry.</p>\n<p>“It’s an important step to addressing a structural challenge—generating sufficient demand to keep the economy at full employment,” says David Wilcox, a senior fellow at the Peterson Institute for International Economics. “I’m not alarmed by the price tag,” he adds, noting that a 10-year Treasury yield of 1.7% is still historically low.</p>\n<p>The markets are betting that infrastructure will be a winner, too. Many stocks have run up, but further gains may arise if the market sees a bill inching toward passage.</p>\n<p>Industrials are already outperforming, thanks to a cyclical recovery, and would be a direct beneficiary of an infrastructure bill, according to BofA Securities. “Don’t buy the spenders, buy the companies that get the money,” BofA says, referring to capital expenditure. “Regardless of stimulus, capex beneficiaries should outperform consumption beneficiaries.”</p>\n<p>TheInvesco DWA Industrials Momentumexchange-traded fund (ticker: PRN) has topped the sector’s performance charts, using technical factors to weight and adjust holdings. TheIndustrial Select Sector SPDRfund (XLI), tracking the S&P 500 industrials, offers more exposure to large-caps in the sector.</p>\n<p>Engineering and construction companies have had strong runs, but their stocks don’t look overpriced on 2022 estimates.MasTec(MTZ), for instance, goes for 18 times earnings, slightly below theS&P 500,at 20 times. It’s one of Citigroup’s infrastructure picks, along withAecom(ACM),Jacobs EngineeringGroup (J), andQuanta Services(PWR). All look “well positioned for growing investments in infrastructure andclimate-change mitigationefforts,” Citi says.</p>\n<p>Aggregates and construction materials supplier Vulcan Materials(VMC) would be a beneficiary of spending on roads and bridges. Other winners includeAstec Industries(ASTE) andConstruction Partners(ROAD), according to Ben Phillips, a government-policy expert and chief investment strategist at Savoie Capital. He also likes Evoqua Water Technologies(AQUA) and Great Lakes Dredge & Dock(GLDD). Water stocks still look relatively cheap, he says, and would benefit from clean-water initiatives, including Biden’s plans to replace all lead pipes.</p>\n<p>Prices are steep in clean tech since the markets started betting on a Green New Deal last summer. Still, if this is the start of a multiyear cycle, the sector could outperform long term.</p>\n<p>First Trust Nasdaq Clean Edge Green Energy Indexfund (QCLN) holds around 50 stocks in the space. Clean-tech winners, according to Morgan Stanley, include TPI Composites(TPIC),Sunrun(RUN), and SolarEdge Technologies (SEDG). TPI makes wind turbine blades and is expanding into ultralight bodies and components for electric buses and trucks. Morgan Stanley calls Sunrun a “best in class” solar installer and says SolarEdge has “cutting edge” technology with an expanding market in energy storage and EVs. Both trade at steep market premiums.</p>\n<p>For income investors, three ways to play the green theme areNextEra Energy(NEE), Atlantica Sustainable Infrastructure (AY), and Clearway Energy (CWEN). NextEra is one of the largest renewable-power companies in the U.S. and a utility operator in Florida, yielding 2%. Atlantica and Clearway each own portfolios of assets such as wind and solar farms, yielding 4.4% and 4.0%, respectively.</p>\n<p>“They both have tailwinds and predictable cash flows,” says Josh Duitz, an infrastructure portfolio manager with Aberdeen Standard Investments. That could be a winning ticket if cooler heads prevail in the sizzling green-energy sector.</p>","source":"lsy1601382232898","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> Stocks That Could Gain the Most From Biden’s Infrastructure Plan</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\">\n Stocks That Could Gain the Most From Biden’s Infrastructure Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 17:57 GMT+8 <a href=https://www.barrons.com/articles/biden-wants-to-spend-2-trillion-on-infrastructure-these-stocks-stand-to-gain-the-most-51617402161?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is getting downright giddy about infrastructure.\nPresident Joe Biden’s proposal to spend $2.25 trillion could unleash a “supercycle” of spending last seen in the 1950s, according to Morgan...</p>\n\n<a href=\"https://www.barrons.com/articles/biden-wants-to-spend-2-trillion-on-infrastructure-these-stocks-stand-to-gain-the-most-51617402161?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","GLDD":"大湖疏浚船坞","SEDG":"SolarEdge Technologies, Inc.","RUN":"Sunrun Inc.",".DJI":"道琼斯","QCLN":"First Trust NASDAQ Clean Edge Green Energy Index Fund","TPIC":"TPI Composites, Inc.",".IXIC":"NASDAQ Composite","VMC":"火神材料"},"source_url":"https://www.barrons.com/articles/biden-wants-to-spend-2-trillion-on-infrastructure-these-stocks-stand-to-gain-the-most-51617402161?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168896860","content_text":"Wall Street is getting downright giddy about infrastructure.\nPresident Joe Biden’s proposal to spend $2.25 trillion could unleash a “supercycle” of spending last seen in the 1950s, according to Morgan Stanley. With Democrats in control in Washington, the infrastructure floodgates could finally open.\nAt 10% of current gross domestic product, doled out over eight years, the plan reads like a Rooseveltian blueprint for economic and social engineering. More than $600 billion would go to conventional projects like roads, bridges, and public transit. There is $374 billion for tech, according to Goldman Sachs, including rural broadband, modernizing the electric grid, clean-energy storage, and electric vehicles.\nU.S. manufacturing and research and development would receive subsidies and incentives worth $480 billion. And $500 billion would go for the caregiving economy and workforce development.\nPackages like this bring out the knives in Congress. Opposition is already building over the cost and funding mechanism, including anincrease in the corporate tax rate to 28%. Without Republican support in the Senate, where Democrats can’t afford a single defection, a bill would need to pass under complex budget reconciliation rules and wouldn’t be ready for a vote until the summer.\nAll of this assumes that financial markets cooperate. Ultralow interest rates are keeping a lid on the Treasury’s funding costs. But Treasury yields have been rising as traders price in higher inflation and widening deficits due to all of the fiscal stimulus that has already been injected—$5 trillion and counting. TheBiden plan won’t pay for itself for 15 years, assuming its tax increases hold up. Higher deficits imply more Treasury issuance at potentially higher yields, raising the bill on taxpayers.\nAnother caveat is that infrastructure spending is like an intravenous drip that trickles through the economy’s veins for years. There aren’t enough “shovel-ready” projects to soak up anything close to $2 trillion. Indeed, infrastructure may be the messiest form of stimulus: It is distributed unevenly to states and localities, held up by zoning and contracting issues, and overseen by a patchwork of federal and state environmental rules. The economy may benefit long term from stronger growth and productivity gains, but it won’t happen right away.\nNonetheless, some economists view it as a long-term winner—addressing years of underinvestment in the country’s foundations. It could pick up the slack after more-immediate stimulus measures run dry.\n“It’s an important step to addressing a structural challenge—generating sufficient demand to keep the economy at full employment,” says David Wilcox, a senior fellow at the Peterson Institute for International Economics. “I’m not alarmed by the price tag,” he adds, noting that a 10-year Treasury yield of 1.7% is still historically low.\nThe markets are betting that infrastructure will be a winner, too. Many stocks have run up, but further gains may arise if the market sees a bill inching toward passage.\nIndustrials are already outperforming, thanks to a cyclical recovery, and would be a direct beneficiary of an infrastructure bill, according to BofA Securities. “Don’t buy the spenders, buy the companies that get the money,” BofA says, referring to capital expenditure. “Regardless of stimulus, capex beneficiaries should outperform consumption beneficiaries.”\nTheInvesco DWA Industrials Momentumexchange-traded fund (ticker: PRN) has topped the sector’s performance charts, using technical factors to weight and adjust holdings. TheIndustrial Select Sector SPDRfund (XLI), tracking the S&P 500 industrials, offers more exposure to large-caps in the sector.\nEngineering and construction companies have had strong runs, but their stocks don’t look overpriced on 2022 estimates.MasTec(MTZ), for instance, goes for 18 times earnings, slightly below theS&P 500,at 20 times. It’s one of Citigroup’s infrastructure picks, along withAecom(ACM),Jacobs EngineeringGroup (J), andQuanta Services(PWR). All look “well positioned for growing investments in infrastructure andclimate-change mitigationefforts,” Citi says.\nAggregates and construction materials supplier Vulcan Materials(VMC) would be a beneficiary of spending on roads and bridges. Other winners includeAstec Industries(ASTE) andConstruction Partners(ROAD), according to Ben Phillips, a government-policy expert and chief investment strategist at Savoie Capital. He also likes Evoqua Water Technologies(AQUA) and Great Lakes Dredge & Dock(GLDD). Water stocks still look relatively cheap, he says, and would benefit from clean-water initiatives, including Biden’s plans to replace all lead pipes.\nPrices are steep in clean tech since the markets started betting on a Green New Deal last summer. Still, if this is the start of a multiyear cycle, the sector could outperform long term.\nFirst Trust Nasdaq Clean Edge Green Energy Indexfund (QCLN) holds around 50 stocks in the space. Clean-tech winners, according to Morgan Stanley, include TPI Composites(TPIC),Sunrun(RUN), and SolarEdge Technologies (SEDG). TPI makes wind turbine blades and is expanding into ultralight bodies and components for electric buses and trucks. Morgan Stanley calls Sunrun a “best in class” solar installer and says SolarEdge has “cutting edge” technology with an expanding market in energy storage and EVs. Both trade at steep market premiums.\nFor income investors, three ways to play the green theme areNextEra Energy(NEE), Atlantica Sustainable Infrastructure (AY), and Clearway Energy (CWEN). NextEra is one of the largest renewable-power companies in the U.S. and a utility operator in Florida, yielding 2%. Atlantica and Clearway each own portfolios of assets such as wind and solar farms, yielding 4.4% and 4.0%, respectively.\n“They both have tailwinds and predictable cash flows,” says Josh Duitz, an infrastructure portfolio manager with Aberdeen Standard Investments. That could be a winning ticket if cooler heads prevail in the sizzling green-energy sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951754293,"gmtCreate":1591079593412,"gmtModify":1704194257224,"author":{"id":"3551324046200416","authorId":"3551324046200416","name":"猪妞她爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951754293","repostId":"951568649","repostType":1,"repost":{"id":951568649,"gmtCreate":1590983538981,"gmtModify":1704193946902,"author":{"id":"10790722010898","authorId":"10790722010898","name":"美股之家","avatar":"https://static.tigerbbs.com/4a72f7d16c06b759c1ceb59ddc3be2d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"本周美股IPO预告：华纳音乐、传奇生科、ZoomInfo等上市","htmlText":"文：美股百科 网站经历了长时间的沉寂，本周的美股终于迎来了较大规模的IPO发行，其中包括全球第三大唱片公司华纳音乐、互联网营销公司ZoomInfo Technologies、生物制药公司Pliant Therapeutics和传奇生科。一、6.3 IPO新股 – 生物制药公司：Pliant Therapeutics(PLRX)Pliant Therapeutics, Inc.(NASDAQ:PLRX)<a target=\"_blank\" href=\"https://laohu8.com/S/PLRX\">$Pliant Therapeutics(PLRX)$</a> 创立于2015年，总部位于美国加州南旧金山，全职雇员62人，是一家临床阶段生物制药公司，致力于发现和开发用于治疗纤维化的新疗法。Pliant Therapeutics(PLRX)融资百科： 2016年2月18日，A轮融资，Pliant Therapeutics获得 Third Rock Ventures 领投，pH Pharma跟投的4500美元投资。 2018年7月16日，B轮融资，Pliant Therapeutics获得 Cowen Healthcare Investments 领投，Menlo Ventures、S-Cubed Capital、Schroder Adveq、Agent Capital等5家机构跟投的6200万美元资金。 2020年3月3日，C轮融资，Pliant Therapeutics获得 Novartis Institutes for Biomedical Research领投，Menlo Ventures、Redmile Group、Cormorant Asset Management、Farallon Capital Management、S-Cubed Capital等","listText":"文：美股百科 网站经历了长时间的沉寂，本周的美股终于迎来了较大规模的IPO发行，其中包括全球第三大唱片公司华纳音乐、互联网营销公司ZoomInfo Technologies、生物制药公司Pliant Therapeutics和传奇生科。一、6.3 IPO新股 – 生物制药公司：Pliant Therapeutics(PLRX)Pliant Therapeutics, Inc.(NASDAQ:PLRX)<a target=\"_blank\" href=\"https://laohu8.com/S/PLRX\">$Pliant Therapeutics(PLRX)$</a> 创立于2015年，总部位于美国加州南旧金山，全职雇员62人，是一家临床阶段生物制药公司，致力于发现和开发用于治疗纤维化的新疗法。Pliant Therapeutics(PLRX)融资百科： 2016年2月18日，A轮融资，Pliant Therapeutics获得 Third Rock Ventures 领投，pH Pharma跟投的4500美元投资。 2018年7月16日，B轮融资，Pliant Therapeutics获得 Cowen Healthcare Investments 领投，Menlo Ventures、S-Cubed Capital、Schroder Adveq、Agent Capital等5家机构跟投的6200万美元资金。 2020年3月3日，C轮融资，Pliant Therapeutics获得 Novartis Institutes for Biomedical Research领投，Menlo Ventures、Redmile Group、Cormorant Asset Management、Farallon Capital Management、S-Cubed Capital等","text":"文：美股百科 网站经历了长时间的沉寂，本周的美股终于迎来了较大规模的IPO发行，其中包括全球第三大唱片公司华纳音乐、互联网营销公司ZoomInfo Technologies、生物制药公司Pliant Therapeutics和传奇生科。一、6.3 IPO新股 – 生物制药公司：Pliant Therapeutics(PLRX)Pliant Therapeutics, Inc.(NASDAQ:PLRX)$Pliant Therapeutics(PLRX)$ 创立于2015年，总部位于美国加州南旧金山，全职雇员62人，是一家临床阶段生物制药公司，致力于发现和开发用于治疗纤维化的新疗法。Pliant Therapeutics(PLRX)融资百科： 2016年2月18日，A轮融资，Pliant Therapeutics获得 Third Rock Ventures 领投，pH Pharma跟投的4500美元投资。 2018年7月16日，B轮融资，Pliant Therapeutics获得 Cowen Healthcare Investments 领投，Menlo Ventures、S-Cubed Capital、Schroder Adveq、Agent Capital等5家机构跟投的6200万美元资金。 2020年3月3日，C轮融资，Pliant Therapeutics获得 Novartis Institutes for Biomedical Research领投，Menlo Ventures、Redmile Group、Cormorant Asset Management、Farallon Capital Management、S-Cubed Capital等","images":[{"img":"https://static.tigerbbs.com/2884026cd7213a81a0fe9b85b3d10794","width":"280","height":"210"},{"img":"https://static.tigerbbs.com/5025dfed55d0fca8e62f34fdc67aa532","width":"688","height":"516"},{"img":"https://static.tigerbbs.com/1e3c6a0ef74d5c9543277c437ca7537e","width":"601","height":"451"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951568649","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951169334,"gmtCreate":1590680432028,"gmtModify":1704193420516,"author":{"id":"3551324046200416","authorId":"3551324046200416","name":"猪妞她爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951169334","repostId":"2038258365","repostType":2,"repost":{"id":"2038258365","pubTimestamp":1590630780,"share":"https://www.laohu8.com/m/news/2038258365?lang=&edition=full","pubTime":"2020-05-28 09:53","market":"sh","language":"zh","title":"内资疯狂买入港股27000亿 近三个交易日流入113亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2038258365","media":"新浪港股","summary":"新浪港股讯 据香港东网报道，资金积极透过期权对冲港元汇价风险，并打赌港元远期跌穿7.85水平。但在另一边厢，“北水”近日加紧扫入港股，令港股通截至周三为止今年累计淨买入金额超过2，742亿元，为有纪录","content":"<html><body><div>\n<p> <a href=\"https://laohu8.com/S/SINA\">新浪</a>港股讯 据香港东网报道，资金积极透过期权对冲港元汇价风险，并打赌港元远期跌穿7.85水平。但在另一边厢，“北水”近日加紧扫入港股，令港股通截至周三为止今年累计淨买入金额超过2，742亿元，为有纪录以来最多。</p>\n<div><img height=\"280\" src=\"http://n.sinaimg.cn/front20200528ac/362/w690h472/20200528/8846-iufmpmn4120017.jpg\" width=\"409\"/><span></span></div>\n<p> 港股周三回软，<span>恒生指数</span><span></span>高开130点后即掉头回落，盘中曾挫250点，低见23，134点，收市跌83点，报23，301点。国企指数收跌27点，报9，567点。港股总成交额逾1，111亿元，沽空金额逾187亿元，沽空金额达16.92%。</p>\n<p> 港股通周三（27日）淨流入仅约5亿元，惟本报统计显示，港股通今年迄今淨买入总额超过2，742亿元，比去年全年多近250亿元或约10%。彭博统计亦指，“北水”今年迄今扫货规模为2017年有纪录以来的同期最多，现时持股总市值达到港股通股份名单总市值约2.9%，同样是新高。</p>\n<p> 事实上，按《东网》统计，港股通开通5年多以来，“北水”头3大单日淨买入纪录出现于今年3月12、13及19日，这3日均处于全球大冧市期间，恒生指数于3月19日跌见今年低位21，139点，当天“北水”淨买入额超过159亿元，为纪录次高。而在“港版国安法”被纳入人大议程后3个交易日，“北水”累计淨买入金额亦高达113亿元。</p>\n<div><img height=\"431\" src=\"http://n.sinaimg.cn/front20200528ac/476/w690h586/20200528/87c5-iufmpmn4120074.jpg\" width=\"507\"/><span></span></div>\n<p> “北水”几乎清一色吼中资股。有内地基金经理认为，惟业务在内地的公司风险“完全可控”。</p>\n<p> 中民证券（香港）研究部董事黄伟豪相信，2018年内地流动性偏紧令“北水”流入量大减至仅约800亿元，惟今年有望突破2017年的逾3，400亿元的纪录，原因是流动性比当年充裕，而且内地新经济股将会愈多来港挂牌。他指出，内银股息率稳定且估值具吸引力，新经济股高增长则符合他们的选股风格，惟“北水”就只有吼这两类股份，其与本地股表现会愈益分化。</p>\n<p> 预料恒指短线仍在22，500至23，500点间上落，暂时不宜进取。若美国强硬制裁中国，不排除恒指会跌穿今年低位，“北水”有助减轻跌势不等于能够令大市不跌反升。</p>\n\n<div>\n<div><img src=\"http://n.sinaimg.cn/finance/cece9e13/20200514/343233024.png\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张海营 </p>\n</div></body></html>","source":"sina","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>内资疯狂买入港股27000亿 近三个交易日流入113亿</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\">\n内资疯狂买入港股27000亿 近三个交易日流入113亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-28 09:53 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2020-05-28/doc-iircuyvi5424065.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪港股讯 据香港东网报道，资金积极透过期权对冲港元汇价风险，并打赌港元远期跌穿7.85水平。但在另一边厢，“北水”近日加紧扫入港股，令港股通截至周三为止今年累计淨买入金额超过2，742亿元，为有纪录以来最多。\n\n 港股周三回软，恒生指数高开130点后即掉头回落，盘中曾挫250点，低见23，134点，收市跌83点，报23，301点。国企指数收跌27点，报9，567点。港股总成交额逾1，111亿元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2020-05-28/doc-iircuyvi5424065.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/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2020-05-28/doc-iircuyvi5424065.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2038258365","content_text":"新浪港股讯 据香港东网报道，资金积极透过期权对冲港元汇价风险，并打赌港元远期跌穿7.85水平。但在另一边厢，“北水”近日加紧扫入港股，令港股通截至周三为止今年累计淨买入金额超过2，742亿元，为有纪录以来最多。\n\n 港股周三回软，恒生指数高开130点后即掉头回落，盘中曾挫250点，低见23，134点，收市跌83点，报23，301点。国企指数收跌27点，报9，567点。港股总成交额逾1，111亿元，沽空金额逾187亿元，沽空金额达16.92%。\n 港股通周三（27日）淨流入仅约5亿元，惟本报统计显示，港股通今年迄今淨买入总额超过2，742亿元，比去年全年多近250亿元或约10%。彭博统计亦指，“北水”今年迄今扫货规模为2017年有纪录以来的同期最多，现时持股总市值达到港股通股份名单总市值约2.9%，同样是新高。\n 事实上，按《东网》统计，港股通开通5年多以来，“北水”头3大单日淨买入纪录出现于今年3月12、13及19日，这3日均处于全球大冧市期间，恒生指数于3月19日跌见今年低位21，139点，当天“北水”淨买入额超过159亿元，为纪录次高。而在“港版国安法”被纳入人大议程后3个交易日，“北水”累计淨买入金额亦高达113亿元。\n\n “北水”几乎清一色吼中资股。有内地基金经理认为，惟业务在内地的公司风险“完全可控”。\n 中民证券（香港）研究部董事黄伟豪相信，2018年内地流动性偏紧令“北水”流入量大减至仅约800亿元，惟今年有望突破2017年的逾3，400亿元的纪录，原因是流动性比当年充裕，而且内地新经济股将会愈多来港挂牌。他指出，内银股息率稳定且估值具吸引力，新经济股高增长则符合他们的选股风格，惟“北水”就只有吼这两类股份，其与本地股表现会愈益分化。\n 预料恒指短线仍在22，500至23，500点间上落，暂时不宜进取。若美国强硬制裁中国，不排除恒指会跌穿今年低位，“北水”有助减轻跌势不等于能够令大市不跌反升。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
