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swhy
2023-05-02
**
抱歉,原内容已删除
swhy
2023-04-07
结果就是输得底裤也没了
抱歉,原内容已删除
swhy
2021-10-23
应该转型做投行呀,专炒自家股票。
抱歉,原内容已删除
swhy
2021-08-17
最好的办法是取消高考!人人上完博士再工作!
北京市教委:严禁非学科类培训机构从事学科培训 严禁资本化运作
swhy
2021-08-17
$新东方(EDU)$
新东方应该转型做投行,自己买自己的股票!
swhy
2021-08-17
$新东方(EDU)$
新东方应该转型做投行!自己买自己的股票!
swhy
2021-07-27
最好的办法是现场观摩夫妻房事,不允许带套,不允许体外**!
抱歉,原内容已删除
swhy
2021-07-05
拼房是过时喽!现在入个学,得拼背景,拼靠山,拼后门!
抱歉,原内容已删除
swhy
2021-06-26
$每日优鲜(MF)$
这股开了一个恶劣的先例,与机构联手造势,欺骗小散!
swhy
2021-06-26
$每日优鲜(MF)$
这就是你所谓的申购太热?
swhy
2021-04-01
$怪兽充电(EM)$
烂股票还想发10.5~12.5!结果定8.5,真当别人傻子啊?跌到4元!
swhy
2021-03-29
$大自然药业(UPC)$
发神经了
swhy
2021-03-20
$知乎(ZH)$
你为什么要结婚?
swhy
2021-03-11
什么情况?暴涨?
swhy
2021-01-26
这篇文章不错,转发给大家看
@小虎周报:一周IPO观察:快手更新招股书,微创心通、贝康医疗通过聆讯
swhy
2021-01-16
$Playtika Holding Corp.(PLTK)$
姓史人品极差,忽悠我们大家申购,看看申购火爆,直接取消老虎申购!这种人极没信用!
swhy
2021-01-15
$Playtika Holding Corp.(PLTK)$
有人中吗?
swhy
2021-01-13
川普无过错!错在民主党选举造假!
抱歉,原内容已删除
swhy
2020-11-11
大家全部赎回,让这些妓精吃大便!
五只蚂蚁战配基金可申请退出,先卖哪个?
swhy
2020-11-08
非法的总统,靠做假成为总统,**!
拜登以“当选总统”身份发表全国讲话
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/90022\">$快手科技(临时)(90022)$</a>、微创心通等重要公司的招股。随着近期港股热度上升,资金和新户数量都激增,预计快手可能出现近200万人同时申购的壮观景象。 一、微创心通分拆上市通过聆讯 微创心通是<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>分拆其中心脏瓣膜业务准备单独上市的子公司,专注于心脏瓣膜疾病领域,也有二尖瓣、三尖瓣、外科瓣膜以及手术配套产品的管线,核心产品为VitaFlowTM,是经导管主动脉瓣置换术TAVR的重要产品。 目前TAVR在中国的渗透率只有0.35,伴随术式培训普及、适应症拓展、产品升级迭代、未来医保覆盖,放量空间巨大,预计国内TAVR市场规模近50亿元。全球龙头企业<a href=\"https://laohu8.com/S/EW\">$爱德华兹(EW)$</a>的收入和市值近年来也是飞速增长,国内主要竞争对手是<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>和<a href=\"https://laohu8.com/S/09996\">$沛嘉医疗-B(09996)$</a>,均获得市场任认可。 公司的股东包括CDG、GIC、海通基金、清池资本、高瓴资本等。2019年之前公司并未有产品商业化收入。在首个产品商业化后,2019年至2020年7月31日止,公司的收入分别为人民币21","text":"港股 上周新上市的港股为$麦迪卫康(02159)$,IPO市值在6亿港元,属于较小的公司,上市前暗盘涨幅10.67%,首日涨幅26.3%,累积涨幅也较为理想。本周,港股市场将迎来万众期待的$快手科技(临时)(90022)$、微创心通等重要公司的招股。随着近期港股热度上升,资金和新户数量都激增,预计快手可能出现近200万人同时申购的壮观景象。 一、微创心通分拆上市通过聆讯 微创心通是$微创医疗(00853)$分拆其中心脏瓣膜业务准备单独上市的子公司,专注于心脏瓣膜疾病领域,也有二尖瓣、三尖瓣、外科瓣膜以及手术配套产品的管线,核心产品为VitaFlowTM,是经导管主动脉瓣置换术TAVR的重要产品。 目前TAVR在中国的渗透率只有0.35,伴随术式培训普及、适应症拓展、产品升级迭代、未来医保覆盖,放量空间巨大,预计国内TAVR市场规模近50亿元。全球龙头企业$爱德华兹(EW)$的收入和市值近年来也是飞速增长,国内主要竞争对手是$启明医疗-B(02500)$和$沛嘉医疗-B(09996)$,均获得市场任认可。 公司的股东包括CDG、GIC、海通基金、清池资本、高瓴资本等。2019年之前公司并未有产品商业化收入。在首个产品商业化后,2019年至2020年7月31日止,公司的收入分别为人民币21","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319353383","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334280039,"gmtCreate":1610797036921,"gmtModify":1703746940645,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>姓史人品极差,忽悠我们大家申购,看看申购火爆,直接取消老虎申购!这种人极没信用!","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>姓史人品极差,忽悠我们大家申购,看看申购火爆,直接取消老虎申购!这种人极没信用!","text":"$Playtika Holding Corp.(PLTK)$姓史人品极差,忽悠我们大家申购,看看申购火爆,直接取消老虎申购!这种人极没信用!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/334280039","isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473419012488061","authorId":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3473419012488061","authorIdStr":"3473419012488061"},"content":"姓史的是谁?","text":"姓史的是谁?","html":"姓史的是谁?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334117151,"gmtCreate":1610718127873,"gmtModify":1703746535448,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>有人中吗?","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>有人中吗?","text":"$Playtika Holding Corp.(PLTK)$有人中吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334117151","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335111064,"gmtCreate":1610547234258,"gmtModify":1703745106648,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"川普无过错!错在民主党选举造假!","listText":"川普无过错!错在民主党选举造假!","text":"川普无过错!错在民主党选举造假!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335111064","repostId":"1152943818","repostType":4,"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305774417,"gmtCreate":1605075841439,"gmtModify":1703836097459,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"大家全部赎回,让这些妓精吃大便!","listText":"大家全部赎回,让这些妓精吃大便!","text":"大家全部赎回,让这些妓精吃大便!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305774417","repostId":"2082160768","repostType":4,"repost":{"id":"2082160768","pubTimestamp":1605073197,"share":"https://www.laohu8.com/m/news/2082160768?lang=&edition=full","pubTime":"2020-11-11 13:39","market":"sh","language":"zh","title":"五只蚂蚁战配基金可申请退出,先卖哪个?","url":"https://stock-news.laohu8.com/highlight/detail?id=2082160768","media":"新浪财经","summary":"11月11日,汇添富、易方达、鹏华、华夏、中欧等五家基金公司联合发布声明称,经与基金托管人及蚂蚁(杭州)基金销售有限公司协商一致,拟为5只创新未来18个月封闭运作混合型证券投资基金安排一个月的退出选择期,在此期间投资者可按基金份额净值退出,以更好地满足投资者流动性安排的需要。","content":"<p>原标题:5只蚂蚁战配基金先赎哪个?华夏周克平资历浅 鹏华王宗合持仓集中</p><p>11月11日,汇添富、易方达、鹏华、华夏、中欧等五家基金公司联合发布声明称,经与基金托管人及蚂蚁(杭州)基金销售有限公司协商一致,拟为5只创新未来18个月封闭运作混合型证券投资基金安排一个月的退出选择期,在此期间投资者可按基金份额净值退出,以更好地满足投资者流动性安排的需要。</p><p>回顾11月5日,上述五家基金公司分别发布声明,将申请基金份额上市交易,以使得基金持有人可在场内交易卖出持有的基金份额,目前,该项工作正在推进中。</p><p><b>直接赎回比场内上市交易卖出更便捷 基民反映不一</b></p><p>根据今日(11月11日)公告,退出的步骤为:(1)想赎回的投资者在11月23到12月15日提出申请,把自己的基金份额转成本B份额,然后支付宝按净值退钱给投资者;(2)五个基金免收管理费、托管费、销售费用,就是卖这个基金的、管理这个基金的不赚钱了。</p><p>而回顾11月5日拟申请上市的方案,投资者需要股票账户、转托管等系列复杂操作。</p><p>基金大V@望京博格称,五只蚂蚁配售基金,到现在基本都是赚钱的,按现在的净值赎回给投资者,估计大家也可以接受。总比转成场内份额,如果投资者卖出的时候有折价,就是1.00块钱的净值,卖出价格可能是0.95块钱的体验要好的多。</p><p><img src=\"https://static.tigerbbs.com/dff6d5b8fef6392cc725a2bd1b883467\" tg-width=\"549\" tg-height=\"199\"></p><p>五只基金终于可以“下车”,持有该基金的基民则反映不一。有基民表示将会落袋为安,转而申购市面上其他的开放式基金。</p><p>回顾五只蚂蚁配售基金发行之时,部分投资者是因为蚂蚁上市才购买产品,现在蚂蚁上市暂缓,就会选择赎回配售基金。</p><p>当然也有部分投资者,看重五只产品的基金经理阵容,选择购买。有资深的基民表示看好五只基金管理人的能力,如果上市出现折价,那么将低价大量买入。</p><p><b>五只产品都买了,先赎回哪个?谁会规模缩水最多?</b></p><p>部分投资者五只配售基金都买了,那么,到底11月23日(周一)要先赎回哪个呢?由于产品成立一个多月,并且目前基本上都赚钱,显然不能简单以业绩判断。</p><p><b>第一,发行期的受欢迎程度。</b></p><p>回顾9月末至10月初,五只产品发行期,售罄的顺序为:易方达、鹏华、中欧、汇添富、华夏基金。</p><p>部分投资者认为,这与当时产品在支付宝推荐的先后顺序有关,而基金经理实力或部分决定了支付宝推荐的先后顺序。</p><p><b>第二,基金经理风险收益。</b></p><p>买主动基金就是选基金经理,所以基金经理的过往业绩表现是投资者重要参考的一部分。</p><p><img src=\"https://static.tigerbbs.com/be6d31b2664be7cb342ea34f3465bb74\" tg-width=\"368\" tg-height=\"420\"></p><p><b>鹏华王宗合管理产品较多,熊市中跑输沪深300</b></p><p>鹏华王宗合任职快10年的老基金经理了,偏好价值投资,换手率低,就是管理的基金比较多。</p><p><img src=\"https://static.tigerbbs.com/cd6ec9bf1b53f1732beda90b45265f37\" tg-width=\"519\" tg-height=\"155\"></p><p>基金经理评测数据显示,王宗合盈利能力较强,无论近3个月还是近1年,均跑赢沪深300。基金经理的业绩优秀,就在不久前,基金经理指数再创新高。从风险角度看,该基金经理过去回撤比沪深300大,近期也没有改善。</p><p>从牛熊市角度看,王宗合在牛市中收益率跑赢了沪深300,回撤率大于沪深300。在熊市中收益率跑输了沪深300,回撤率大于沪深300。</p><p>近一年王宗合收益风险指标如下:</p><p><img src=\"https://static.tigerbbs.com/9d937afe5a271dbd3dc05e28833fb974\" tg-width=\"550\" tg-height=\"384\"></p><p>鹏华王宗合持仓,集中在主要消费和医药卫生两大领域,持仓相对较集中。</p><p><img src=\"https://static.tigerbbs.com/a35c544f41f67ad4724c2f91ee02fc68\" tg-width=\"534\" tg-height=\"371\"></p><p><b>易方达陈皓:牛市回撤率大于沪深300</b></p><p>易方达陈皓8年老将,年化回报30%以上,独自任职将近4个基金5年以上,偏好成长股。</p><p><img src=\"https://static.tigerbbs.com/054b54a30ddc88ead418d9a35540a8ea\" tg-width=\"469\" tg-height=\"166\"></p><p>基金经理评测数据显示,陈皓近1年虽然跑赢沪深300,但近3月业绩不太理想,没有跑赢沪深300。从风险角度看,该基金经理近期回撤比沪深300大。从牛熊市角度看,该基金经理在牛市中收益率跑赢了沪深300,回撤率大于沪深300。在熊市中收益率跑赢了沪深300,回撤率小于沪深300。</p><p><img src=\"https://static.tigerbbs.com/8f1709fab9d33a011db3e60fe3889114\" tg-width=\"538\" tg-height=\"384\"></p><p>易方达陈皓持仓主要是信息技术,其次是医药生物、工业、金融地产。</p><p><img src=\"https://static.tigerbbs.com/b4ec2cde9e0bafefe51a0d0da944a5d9\" tg-width=\"550\" tg-height=\"345\"></p><p><b>汇添富劳杰男:风格比较均衡,控制回撤能力较强</b></p><p><img src=\"https://static.tigerbbs.com/dd1149e386be2a69bed46d39a079899d\" tg-width=\"495\" tg-height=\"158\"></p><p>基金经理评测数据显示,劳杰男盈利能力较强,无论近3个月还是近1年,均跑赢沪深300。基金经理的业绩优秀,就在不久前,基金经理指数再创新高。从风险角度看,该基金经理近期回撤比沪深300大。</p><p>从牛熊市角度看,劳杰男在牛市中收益率跑赢了沪深300,回撤率小于沪深300。在熊市中收益率跑赢了沪深300,回撤率小于沪深300。</p><p><img src=\"https://static.tigerbbs.com/f1e077c16a790b81a4c0370ec358a315\" tg-width=\"539\" tg-height=\"375\"></p><p>汇添富劳杰男持仓涵盖了金融地产、可选消费、医药卫生、主要消费、信息技术等,相对比较均衡。</p><p><img src=\"https://static.tigerbbs.com/83d56c92b3cc726e73236f82a097b8b4\" tg-width=\"550\" tg-height=\"340\"></p><p><b>中欧周应波:牛市回撤率大于沪深300</b></p><p>中欧周应波行业覆盖上喜欢全行业选股,比较关注行业景气度,风格偏成长性。</p><p><img src=\"https://static.tigerbbs.com/8322c3f7b723a2303ba76f89e327d18c\" tg-width=\"498\" tg-height=\"161\"></p><p>周应波盈利能力较强,无论近3个月还是近1年,均跑赢沪深300。基金经理的业绩优秀,就在不久前,基金经理指数再创新高。从风险角度看,周应波过去回撤比沪深300大,近期也没有改善。</p><p>从牛熊市角度看,周应波在牛市中收益率跑赢了沪深300,回撤率大于沪深300。在熊市中收益率跑赢了沪深300,回撤率小于沪深300。</p><p><img src=\"https://static.tigerbbs.com/15420ebb88d51a50904f6bd00cca1d7c\" tg-width=\"533\" tg-height=\"368\"></p><p>中欧周应波持有信息技术、医药、可选消费、信息技术等相对比较分散。如下图:</p><p><img src=\"https://static.tigerbbs.com/735f06682f0470df8650f610d9dbe088\" tg-width=\"550\" tg-height=\"339\"></p><p><b>华夏周克平:过去回撤比沪深300大</b></p><p>华夏周克平任职不足2年,资历较浅,未经历完整的牛熊,回撤能力有待观察,不过现有的基金业绩不错。</p><p><img src=\"https://static.tigerbbs.com/5ff409b1b86e4a4f70d71c7b9bb560bf\" tg-width=\"469\" tg-height=\"164\"></p><p>智君科技基金经理评测数据显示,周克平近1年虽然跑赢沪深300,但近3月业绩不太理想,没有跑赢沪深300。从风险角度看,该基金经理过去回撤比沪深300大,近期也没有改善。</p><p>简单看,周克平年限较短;王宗合管理基金数量较多,容易分散注意力;陈浩管理基金规模比较大,而且偏好成长股;中欧周应波;汇添富劳杰男弹性较小。</p><p><img src=\"https://static.tigerbbs.com/973f38ee3ad782d01c1d187a97d50e85\" tg-width=\"532\" tg-height=\"378\"></p><p>华夏基金周克平主要是以信息技术、工业、可选消费、医药卫生为主。</p><p><img src=\"https://static.tigerbbs.com/302a96d7392ff238aa84b329ce598e7f\" tg-width=\"550\" tg-height=\"330\"></p><p>从五位基金经理持仓风格,明显看出:鹏华基金王宗合持仓行业集中度高,风格相对单一。这也意味着,风格轮动时,如果不能及时调仓,业绩表现吸引力就会降低;易方达陈皓持仓行业集中度中等,偏信息技术;华夏周克平持仓行业集中度中等,篇信息技术;汇添富劳杰男的持仓相对均衡,且金融地产较多,信息技术较少;中欧周应波持仓相对均衡,其中信息技术偏多;</p><p><b> 结论:</b></p><p>(1)如果从发行时期的受青睐程度,后续华夏基金、汇添富基金的蚂蚁配售产品或处于相对劣势。如果看基金经理资历,华夏处于劣势。</p><p>(2)如果投资者偏好科技股风格,认为科技股仍然能强势,那么鹏华王宗合过去重仓消费医药,会处于相对劣势。汇添富劳杰男重仓金融地产,信息技术持仓少,也处于相对劣势。</p><p>(3)如果投资者认为,基金经理精力有限,并且王宗合管理产品多,处于劣势。</p><p>你会赎回还是持有?快留言吧。</p>","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>五只蚂蚁战配基金可申请退出,先卖哪个?</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五只蚂蚁战配基金可申请退出,先卖哪个?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-11 13:39 北京时间 <a href=https://finance.sina.com.cn/money/fund/original/2020-11-11/doc-iiznezxs1243980.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:5只蚂蚁战配基金先赎哪个?华夏周克平资历浅 鹏华王宗合持仓集中11月11日,汇添富、易方达、鹏华、华夏、中欧等五家基金公司联合发布声明称,经与基金托管人及蚂蚁(杭州)基金销售有限公司协商一致,拟为5只创新未来18个月封闭运作混合型证券投资基金安排一个月的退出选择期,在此期间投资者可按基金份额净值退出,以更好地满足投资者流动性安排的需要。回顾11月5日,上述五家基金公司分别发布声明,将申请...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/original/2020-11-11/doc-iiznezxs1243980.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/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"CHAU":"二倍做多沪深300(Direxion)","CHAD":"沪深300做空(Direxion)","ASAN":"阿莎娜"},"source_url":"https://finance.sina.com.cn/money/fund/original/2020-11-11/doc-iiznezxs1243980.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2082160768","content_text":"原标题:5只蚂蚁战配基金先赎哪个?华夏周克平资历浅 鹏华王宗合持仓集中11月11日,汇添富、易方达、鹏华、华夏、中欧等五家基金公司联合发布声明称,经与基金托管人及蚂蚁(杭州)基金销售有限公司协商一致,拟为5只创新未来18个月封闭运作混合型证券投资基金安排一个月的退出选择期,在此期间投资者可按基金份额净值退出,以更好地满足投资者流动性安排的需要。回顾11月5日,上述五家基金公司分别发布声明,将申请基金份额上市交易,以使得基金持有人可在场内交易卖出持有的基金份额,目前,该项工作正在推进中。直接赎回比场内上市交易卖出更便捷 基民反映不一根据今日(11月11日)公告,退出的步骤为:(1)想赎回的投资者在11月23到12月15日提出申请,把自己的基金份额转成本B份额,然后支付宝按净值退钱给投资者;(2)五个基金免收管理费、托管费、销售费用,就是卖这个基金的、管理这个基金的不赚钱了。而回顾11月5日拟申请上市的方案,投资者需要股票账户、转托管等系列复杂操作。基金大V@望京博格称,五只蚂蚁配售基金,到现在基本都是赚钱的,按现在的净值赎回给投资者,估计大家也可以接受。总比转成场内份额,如果投资者卖出的时候有折价,就是1.00块钱的净值,卖出价格可能是0.95块钱的体验要好的多。五只基金终于可以“下车”,持有该基金的基民则反映不一。有基民表示将会落袋为安,转而申购市面上其他的开放式基金。回顾五只蚂蚁配售基金发行之时,部分投资者是因为蚂蚁上市才购买产品,现在蚂蚁上市暂缓,就会选择赎回配售基金。当然也有部分投资者,看重五只产品的基金经理阵容,选择购买。有资深的基民表示看好五只基金管理人的能力,如果上市出现折价,那么将低价大量买入。五只产品都买了,先赎回哪个?谁会规模缩水最多?部分投资者五只配售基金都买了,那么,到底11月23日(周一)要先赎回哪个呢?由于产品成立一个多月,并且目前基本上都赚钱,显然不能简单以业绩判断。第一,发行期的受欢迎程度。回顾9月末至10月初,五只产品发行期,售罄的顺序为:易方达、鹏华、中欧、汇添富、华夏基金。部分投资者认为,这与当时产品在支付宝推荐的先后顺序有关,而基金经理实力或部分决定了支付宝推荐的先后顺序。第二,基金经理风险收益。买主动基金就是选基金经理,所以基金经理的过往业绩表现是投资者重要参考的一部分。鹏华王宗合管理产品较多,熊市中跑输沪深300鹏华王宗合任职快10年的老基金经理了,偏好价值投资,换手率低,就是管理的基金比较多。基金经理评测数据显示,王宗合盈利能力较强,无论近3个月还是近1年,均跑赢沪深300。基金经理的业绩优秀,就在不久前,基金经理指数再创新高。从风险角度看,该基金经理过去回撤比沪深300大,近期也没有改善。从牛熊市角度看,王宗合在牛市中收益率跑赢了沪深300,回撤率大于沪深300。在熊市中收益率跑输了沪深300,回撤率大于沪深300。近一年王宗合收益风险指标如下:鹏华王宗合持仓,集中在主要消费和医药卫生两大领域,持仓相对较集中。易方达陈皓:牛市回撤率大于沪深300易方达陈皓8年老将,年化回报30%以上,独自任职将近4个基金5年以上,偏好成长股。基金经理评测数据显示,陈皓近1年虽然跑赢沪深300,但近3月业绩不太理想,没有跑赢沪深300。从风险角度看,该基金经理近期回撤比沪深300大。从牛熊市角度看,该基金经理在牛市中收益率跑赢了沪深300,回撤率大于沪深300。在熊市中收益率跑赢了沪深300,回撤率小于沪深300。易方达陈皓持仓主要是信息技术,其次是医药生物、工业、金融地产。汇添富劳杰男:风格比较均衡,控制回撤能力较强基金经理评测数据显示,劳杰男盈利能力较强,无论近3个月还是近1年,均跑赢沪深300。基金经理的业绩优秀,就在不久前,基金经理指数再创新高。从风险角度看,该基金经理近期回撤比沪深300大。从牛熊市角度看,劳杰男在牛市中收益率跑赢了沪深300,回撤率小于沪深300。在熊市中收益率跑赢了沪深300,回撤率小于沪深300。汇添富劳杰男持仓涵盖了金融地产、可选消费、医药卫生、主要消费、信息技术等,相对比较均衡。中欧周应波:牛市回撤率大于沪深300中欧周应波行业覆盖上喜欢全行业选股,比较关注行业景气度,风格偏成长性。周应波盈利能力较强,无论近3个月还是近1年,均跑赢沪深300。基金经理的业绩优秀,就在不久前,基金经理指数再创新高。从风险角度看,周应波过去回撤比沪深300大,近期也没有改善。从牛熊市角度看,周应波在牛市中收益率跑赢了沪深300,回撤率大于沪深300。在熊市中收益率跑赢了沪深300,回撤率小于沪深300。中欧周应波持有信息技术、医药、可选消费、信息技术等相对比较分散。如下图:华夏周克平:过去回撤比沪深300大华夏周克平任职不足2年,资历较浅,未经历完整的牛熊,回撤能力有待观察,不过现有的基金业绩不错。智君科技基金经理评测数据显示,周克平近1年虽然跑赢沪深300,但近3月业绩不太理想,没有跑赢沪深300。从风险角度看,该基金经理过去回撤比沪深300大,近期也没有改善。简单看,周克平年限较短;王宗合管理基金数量较多,容易分散注意力;陈浩管理基金规模比较大,而且偏好成长股;中欧周应波;汇添富劳杰男弹性较小。华夏基金周克平主要是以信息技术、工业、可选消费、医药卫生为主。从五位基金经理持仓风格,明显看出:鹏华基金王宗合持仓行业集中度高,风格相对单一。这也意味着,风格轮动时,如果不能及时调仓,业绩表现吸引力就会降低;易方达陈皓持仓行业集中度中等,偏信息技术;华夏周克平持仓行业集中度中等,篇信息技术;汇添富劳杰男的持仓相对均衡,且金融地产较多,信息技术较少;中欧周应波持仓相对均衡,其中信息技术偏多; 结论:(1)如果从发行时期的受青睐程度,后续华夏基金、汇添富基金的蚂蚁配售产品或处于相对劣势。如果看基金经理资历,华夏处于劣势。(2)如果投资者偏好科技股风格,认为科技股仍然能强势,那么鹏华王宗合过去重仓消费医药,会处于相对劣势。汇添富劳杰男重仓金融地产,信息技术持仓少,也处于相对劣势。(3)如果投资者认为,基金经理精力有限,并且王宗合管理产品多,处于劣势。你会赎回还是持有?快留言吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305080394,"gmtCreate":1604801276418,"gmtModify":1703834789877,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"非法的总统,靠做假成为总统,**!","listText":"非法的总统,靠做假成为总统,**!","text":"非法的总统,靠做假成为总统,**!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/305080394","repostId":"1170655084","repostType":4,"repost":{"id":"1170655084","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1604800248,"share":"https://www.laohu8.com/m/news/1170655084?lang=&edition=full","pubTime":"2020-11-08 09:50","market":"us","language":"zh","title":"拜登以“当选总统”身份发表全国讲话","url":"https://stock-news.laohu8.com/highlight/detail?id=1170655084","media":"老虎资讯综合","summary":"美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说,随后拜登以当选总统身份登场发表讲","content":"<p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说,随后拜登以当选总统身份登场发表讲话。拜登称:“各位,这个国家的人民都说话了”,“他们给了我们一个彻底的胜利”,“一个令人信服的胜利”。</p><p>10:20</p><p>【拜登发表胜选宣言:将建立应对新冠计划,自就任第一天施行!】</p><p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据CBS报道, 拜登在讲话中提到了自己应对新冠的计划。他说,他将在9日任命一组科学家和专家,帮助建议应对新冠的计划,该计划将从他就任总统的第一天开始施行。</p><p>10:06</p><p>【拜登:我要成为这样的美国总统——眼中没有红蓝,只有美国】</p><p>美国东部时间7日晚8时许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。拜登称,承诺将成为一个寻求团结,而不是分裂的美国总统,眼中不再有红州和蓝州,拜登还称,自己寻求总统职位是为了重塑美国的灵魂,重建中产阶级这个国家的脊梁,并让美国重新得到全世界的尊重。</p><p>10:01</p><p>拜登以“当选总统”身份讲话:我们赢得了这个国家历史上当选总统的最多选票数,7400万。</p><p>9:57</p><p>【拜登对特朗普支持者说:让我们给彼此一个机会】</p><p>拜登以新当选总统的身份上场,向全美发表讲话。“我保证成为一个不寻求分裂,而是寻求团结的总统。”拜登说。 据《卫报》报道,拜登还对特朗普的支持者说,他理解他们的“失望”。他以前也“迷失”过。但现在,“让我们给彼此一个机会”。(环球网)</p><p>9:37</p><p>【哈里斯以“当选副总统”身份发表全国讲话:你们为美国迎来了新的一天】</p><p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说。《卫报》称,她在讲话中说:“我们人民有能力建设一个更美好的未来。当我们的民主在这次选举中出现在选票上,美国之魂处于成败关头,全世界都在看着,你们为美国迎来了新的一天。”(环球网)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拜登以“当选总统”身份发表全国讲话</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拜登以“当选总统”身份发表全国讲话\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-08 09:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说,随后拜登以当选总统身份登场发表讲话。拜登称:“各位,这个国家的人民都说话了”,“他们给了我们一个彻底的胜利”,“一个令人信服的胜利”。</p><p>10:20</p><p>【拜登发表胜选宣言:将建立应对新冠计划,自就任第一天施行!】</p><p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据CBS报道, 拜登在讲话中提到了自己应对新冠的计划。他说,他将在9日任命一组科学家和专家,帮助建议应对新冠的计划,该计划将从他就任总统的第一天开始施行。</p><p>10:06</p><p>【拜登:我要成为这样的美国总统——眼中没有红蓝,只有美国】</p><p>美国东部时间7日晚8时许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。拜登称,承诺将成为一个寻求团结,而不是分裂的美国总统,眼中不再有红州和蓝州,拜登还称,自己寻求总统职位是为了重塑美国的灵魂,重建中产阶级这个国家的脊梁,并让美国重新得到全世界的尊重。</p><p>10:01</p><p>拜登以“当选总统”身份讲话:我们赢得了这个国家历史上当选总统的最多选票数,7400万。</p><p>9:57</p><p>【拜登对特朗普支持者说:让我们给彼此一个机会】</p><p>拜登以新当选总统的身份上场,向全美发表讲话。“我保证成为一个不寻求分裂,而是寻求团结的总统。”拜登说。 据《卫报》报道,拜登还对特朗普的支持者说,他理解他们的“失望”。他以前也“迷失”过。但现在,“让我们给彼此一个机会”。(环球网)</p><p>9:37</p><p>【哈里斯以“当选副总统”身份发表全国讲话:你们为美国迎来了新的一天】</p><p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说。《卫报》称,她在讲话中说:“我们人民有能力建设一个更美好的未来。当我们的民主在这次选举中出现在选票上,美国之魂处于成败关头,全世界都在看着,你们为美国迎来了新的一天。”(环球网)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/071fd9680df1a270ef1c8ff1433ce976","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170655084","content_text":"美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说,随后拜登以当选总统身份登场发表讲话。拜登称:“各位,这个国家的人民都说话了”,“他们给了我们一个彻底的胜利”,“一个令人信服的胜利”。10:20【拜登发表胜选宣言:将建立应对新冠计划,自就任第一天施行!】美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据CBS报道, 拜登在讲话中提到了自己应对新冠的计划。他说,他将在9日任命一组科学家和专家,帮助建议应对新冠的计划,该计划将从他就任总统的第一天开始施行。10:06【拜登:我要成为这样的美国总统——眼中没有红蓝,只有美国】美国东部时间7日晚8时许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。拜登称,承诺将成为一个寻求团结,而不是分裂的美国总统,眼中不再有红州和蓝州,拜登还称,自己寻求总统职位是为了重塑美国的灵魂,重建中产阶级这个国家的脊梁,并让美国重新得到全世界的尊重。10:01拜登以“当选总统”身份讲话:我们赢得了这个国家历史上当选总统的最多选票数,7400万。9:57【拜登对特朗普支持者说:让我们给彼此一个机会】拜登以新当选总统的身份上场,向全美发表讲话。“我保证成为一个不寻求分裂,而是寻求团结的总统。”拜登说。 据《卫报》报道,拜登还对特朗普的支持者说,他理解他们的“失望”。他以前也“迷失”过。但现在,“让我们给彼此一个机会”。(环球网)9:37【哈里斯以“当选副总统”身份发表全国讲话:你们为美国迎来了新的一天】美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说。《卫报》称,她在讲话中说:“我们人民有能力建设一个更美好的未来。当我们的民主在这次选举中出现在选票上,美国之魂处于成败关头,全世界都在看着,你们为美国迎来了新的一天。”(环球网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":305080394,"gmtCreate":1604801276418,"gmtModify":1703834789877,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"非法的总统,靠做假成为总统,**!","listText":"非法的总统,靠做假成为总统,**!","text":"非法的总统,靠做假成为总统,**!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/305080394","repostId":"1170655084","repostType":4,"repost":{"id":"1170655084","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1604800248,"share":"https://www.laohu8.com/m/news/1170655084?lang=&edition=full","pubTime":"2020-11-08 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据《卫报》报道,拜登还对特朗普的支持者说,他理解他们的“失望”。他以前也“迷失”过。但现在,“让我们给彼此一个机会”。(环球网)</p><p>9:37</p><p>【哈里斯以“当选副总统”身份发表全国讲话:你们为美国迎来了新的一天】</p><p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说。《卫报》称,她在讲话中说:“我们人民有能力建设一个更美好的未来。当我们的民主在这次选举中出现在选票上,美国之魂处于成败关头,全世界都在看着,你们为美国迎来了新的一天。”(环球网)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拜登以“当选总统”身份发表全国讲话</title>\n<style 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09:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说,随后拜登以当选总统身份登场发表讲话。拜登称:“各位,这个国家的人民都说话了”,“他们给了我们一个彻底的胜利”,“一个令人信服的胜利”。</p><p>10:20</p><p>【拜登发表胜选宣言:将建立应对新冠计划,自就任第一天施行!】</p><p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据CBS报道, 拜登在讲话中提到了自己应对新冠的计划。他说,他将在9日任命一组科学家和专家,帮助建议应对新冠的计划,该计划将从他就任总统的第一天开始施行。</p><p>10:06</p><p>【拜登:我要成为这样的美国总统——眼中没有红蓝,只有美国】</p><p>美国东部时间7日晚8时许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。拜登称,承诺将成为一个寻求团结,而不是分裂的美国总统,眼中不再有红州和蓝州,拜登还称,自己寻求总统职位是为了重塑美国的灵魂,重建中产阶级这个国家的脊梁,并让美国重新得到全世界的尊重。</p><p>10:01</p><p>拜登以“当选总统”身份讲话:我们赢得了这个国家历史上当选总统的最多选票数,7400万。</p><p>9:57</p><p>【拜登对特朗普支持者说:让我们给彼此一个机会】</p><p>拜登以新当选总统的身份上场,向全美发表讲话。“我保证成为一个不寻求分裂,而是寻求团结的总统。”拜登说。 据《卫报》报道,拜登还对特朗普的支持者说,他理解他们的“失望”。他以前也“迷失”过。但现在,“让我们给彼此一个机会”。(环球网)</p><p>9:37</p><p>【哈里斯以“当选副总统”身份发表全国讲话:你们为美国迎来了新的一天】</p><p>美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说。《卫报》称,她在讲话中说:“我们人民有能力建设一个更美好的未来。当我们的民主在这次选举中出现在选票上,美国之魂处于成败关头,全世界都在看着,你们为美国迎来了新的一天。”(环球网)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/071fd9680df1a270ef1c8ff1433ce976","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170655084","content_text":"美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说,随后拜登以当选总统身份登场发表讲话。拜登称:“各位,这个国家的人民都说话了”,“他们给了我们一个彻底的胜利”,“一个令人信服的胜利”。10:20【拜登发表胜选宣言:将建立应对新冠计划,自就任第一天施行!】美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据CBS报道, 拜登在讲话中提到了自己应对新冠的计划。他说,他将在9日任命一组科学家和专家,帮助建议应对新冠的计划,该计划将从他就任总统的第一天开始施行。10:06【拜登:我要成为这样的美国总统——眼中没有红蓝,只有美国】美国东部时间7日晚8时许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。拜登称,承诺将成为一个寻求团结,而不是分裂的美国总统,眼中不再有红州和蓝州,拜登还称,自己寻求总统职位是为了重塑美国的灵魂,重建中产阶级这个国家的脊梁,并让美国重新得到全世界的尊重。10:01拜登以“当选总统”身份讲话:我们赢得了这个国家历史上当选总统的最多选票数,7400万。9:57【拜登对特朗普支持者说:让我们给彼此一个机会】拜登以新当选总统的身份上场,向全美发表讲话。“我保证成为一个不寻求分裂,而是寻求团结的总统。”拜登说。 据《卫报》报道,拜登还对特朗普的支持者说,他理解他们的“失望”。他以前也“迷失”过。但现在,“让我们给彼此一个机会”。(环球网)9:37【哈里斯以“当选副总统”身份发表全国讲话:你们为美国迎来了新的一天】美国东部时间7日晚8时(北京时间8日9时)许,拜登和哈里斯在特拉华州威尔明顿向全国发表讲话。据美国有线电视新闻网(CNN)报道,哈里斯以当选副总统身份首先发表胜选演说。《卫报》称,她在讲话中说:“我们人民有能力建设一个更美好的未来。当我们的民主在这次选举中出现在选票上,美国之魂处于成败关头,全世界都在看着,你们为美国迎来了新的一天。”(环球网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334280039,"gmtCreate":1610797036921,"gmtModify":1703746940645,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>姓史人品极差,忽悠我们大家申购,看看申购火爆,直接取消老虎申购!这种人极没信用!","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding 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href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>这股开了一个恶劣的先例,与机构联手造势,欺骗小散!","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>这股开了一个恶劣的先例,与机构联手造势,欺骗小散!","text":"$每日优鲜(MF)$这股开了一个恶劣的先例,与机构联手造势,欺骗小散!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/125431689","isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486703971933191","authorId":"3486703971933191","name":"168momgirl","avatar":"https://static.tigerbbs.com/cc82c9d2c40b0915518c1e98e2b04ca8","crmLevel":4,"crmLevelSwitch":0,"idStr":"3486703971933191","authorIdStr":"3486703971933191"},"content":"必须去美国证监会举报,要不小散以后永远是韭菜。","text":"必须去美国证监会举报,要不小散以后永远是韭菜。","html":"必须去美国证监会举报,要不小散以后永远是韭菜。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357687489,"gmtCreate":1617267792941,"gmtModify":1617267792941,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>烂股票还想发10.5~12.5!结果定8.5,真当别人傻子啊?跌到4元!","listText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>烂股票还想发10.5~12.5!结果定8.5,真当别人傻子啊?跌到4元!","text":"$怪兽充电(EM)$烂股票还想发10.5~12.5!结果定8.5,真当别人傻子啊?跌到4元!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/357687489","isVote":1,"tweetType":1,"viewCount":4944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809492536,"gmtCreate":1627385134525,"gmtModify":1627385134525,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"最好的办法是现场观摩夫妻房事,不允许带套,不允许体外**!","listText":"最好的办法是现场观摩夫妻房事,不允许带套,不允许体外**!","text":"最好的办法是现场观摩夫妻房事,不允许带套,不允许体外**!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809492536","repostId":"1122277876","repostType":4,"isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306432782,"gmtCreate":1604446796346,"gmtModify":1703833140669,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"为什么不把这个基金解散了?","listText":"为什么不把这个基金解散了?","text":"为什么不把这个基金解散了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306432782","repostId":"1113301014","repostType":4,"repost":{"id":"1113301014","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1604446080,"share":"https://www.laohu8.com/m/news/1113301014?lang=&edition=full","pubTime":"2020-11-04 07:28","market":"sh","language":"zh","title":"蚂蚁集团暂缓上市,支付宝:战配基金运作不受影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1113301014","media":"老虎资讯综合","summary":"11月4日消息,针对蚂蚁集团暂缓上市对于计划参与战配新发基金的影响,支付宝客服就相关问题答复称,因蚂蚁集团暂缓在A+H上市计划,本基金中原计划参与战略投资于蚂蚁上市的部分也相应暂缓。目前基金均已成立,","content":"<p>11月4日消息,针对<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>暂缓上市对于计划参与战配新发基金的影响,支付宝客服就相关问题答复称,因蚂蚁集团暂缓在A+H上市计划,本基金中原计划参与战略投资于蚂蚁上市的部分也相应暂缓。目前基金均已成立,基金运作不受影响。</p><p>支付宝客服还称,基金公司将始终审慎、负责地管理您的资金,精选优质标的,致力为您带来长期回报。后续如有任何更新,基金公司和蚂蚁集团会通过公告披露。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蚂蚁集团暂缓上市,支付宝:战配基金运作不受影响</title>\n<style 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href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>暂缓上市对于计划参与战配新发基金的影响,支付宝客服就相关问题答复称,因蚂蚁集团暂缓在A+H上市计划,本基金中原计划参与战略投资于蚂蚁上市的部分也相应暂缓。目前基金均已成立,基金运作不受影响。</p><p>支付宝客服还称,基金公司将始终审慎、负责地管理您的资金,精选优质标的,致力为您带来长期回报。后续如有任何更新,基金公司和蚂蚁集团会通过公告披露。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d0eb369417b1fb67c894707f5041880","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113301014","content_text":"11月4日消息,针对蚂蚁集团暂缓上市对于计划参与战配新发基金的影响,支付宝客服就相关问题答复称,因蚂蚁集团暂缓在A+H上市计划,本基金中原计划参与战略投资于蚂蚁上市的部分也相应暂缓。目前基金均已成立,基金运作不受影响。支付宝客服还称,基金公司将始终审慎、负责地管理您的资金,精选优质标的,致力为您带来长期回报。后续如有任何更新,基金公司和蚂蚁集团会通过公告披露。","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559625285679732","authorId":"3559625285679732","name":"apple文文88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3559625285679732","authorIdStr":"3559625285679732"},"content":"有理 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10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月17日,北京市教委、人力社保局等单位共同举行《北京市关于进一步减轻义务教育阶段学生作业负担和校外培训负担的措施》新闻发布会。要求严禁超标超前培训,严禁非学科类培训机构从事学科培训,严禁提供境外教育课程。落实将义务教育阶段学科类校外培训收费纳入政府指导价管理的要求,科学合理确定计价办法,明确收费标准,坚決遏制过高收费和过度逐利行为。全面落实学科类校外培训机构预收费管理办法。严禁资本化运作,严格落实中央有关要求,学科类培训机构一律不得上市融资。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134038089","content_text":"8月17日,北京市教委、人力社保局等单位共同举行《北京市关于进一步减轻义务教育阶段学生作业负担和校外培训负担的措施》新闻发布会。要求严禁超标超前培训,严禁非学科类培训机构从事学科培训,严禁提供境外教育课程。落实将义务教育阶段学科类校外培训收费纳入政府指导价管理的要求,科学合理确定计价办法,明确收费标准,坚決遏制过高收费和过度逐利行为。全面落实学科类校外培训机构预收费管理办法。严禁资本化运作,严格落实中央有关要求,学科类培训机构一律不得上市融资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300510591,"gmtCreate":1602254362913,"gmtModify":1703826294766,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>新东方应该转型做投行,自己买自己的股票!","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>新东方应该转型做投行,自己买自己的股票!","text":"$新东方(EDU)$新东方应该转型做投行,自己买自己的股票!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833045699","isVote":1,"tweetType":1,"viewCount":2143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334117151,"gmtCreate":1610718127873,"gmtModify":1703746535448,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>有人中吗?","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>有人中吗?","text":"$Playtika Holding Corp.(PLTK)$有人中吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334117151","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653614926,"gmtCreate":1680823949465,"gmtModify":1680823951037,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"结果就是输得底裤也没了","listText":"结果就是输得底裤也没了","text":"结果就是输得底裤也没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653614926","repostId":"1182296461","repostType":4,"repost":{"id":"1182296461","pubTimestamp":1680787547,"share":"https://www.laohu8.com/m/news/1182296461?lang=&edition=full","pubTime":"2023-04-06 21:25","market":"hk","language":"zh","title":"李斌想成为下一个刘强东?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182296461","media":"华尔街见闻","summary":"蔚来和李斌还是那么喜欢赌,下大力气、花大价钱去搏一个自己的未来。","content":"<html><head></head><body><p>作者 | 柴旭晨</p><p>蔚来和李斌还是那么喜欢赌,下大力气、花大价钱去搏一个自己的未来。<br/><br/>3月28日,蔚来第三代换电站首次亮相,这是它区别于同行的大杀器,也是豪赌未来的重要筹码。<br/><br/>新的换电站电池仓位数由13个增至21个,单日站点服务能力比二代站高出三成;换电时间缩短至5分钟以内;部分三代站还会装上激光雷达和英伟达的芯片,提供给没有智驾配置的阿尔卑斯等子品牌车型使用。<br/><br/>并且“精明”的蔚来还把超充桩和换电站布局在了一起。按照蔚来能源高级副总裁沈斐的说法,充换一体站相当于高压系统投资一次,同时用在换电跟充电。<br/><br/>配置还不是最惊人的地方,蔚来的野心体现在铺设的数量上,今年要在全国新建约1000个三代换电站,其中约600座会部署在城区,部分将建在三四线城市。<br/><br/>要知道,蔚来自2018年布下首个换电站后,现有的站点也就1300余个,新建1000个相当于今年要翻个倍。<br/><br/>然而大量建换电站的策略,对于一家仍在亏损的车企而言,难免招致投资者的质疑。<br/><br/>2022年四季度,蔚来的毛利率骤降至 3.9%,全年也仅为10.4%。当季蔚来的净亏损也攀升至57.86 亿元,同比翻了近2倍。<br/><br/>但沈裴对此直言,换电站肯定不背这个(亏损)锅,换电创造的价值非常大。<br/><br/>他所说的价值就是用户与销量。<br/><br/>在新能源产业各个重量级选手中,蔚来一直是豪赌换电的那个,造车与建电站共进,通过换电等服务吸引更多用户,是李斌的信条。<br/><br/>早期的蔚来,通过免费换电池,用极致的用户体验建立起了护城河,至今蔚来仍坚持换电这一模式。<br/><br/>据沈斐透露,目前蔚来车主补能的电量,有过半都来自换电,并且占比还在不断上升。<br/><br/>从用户服务和基建的角度,蔚来的这种打法,有点像当年的京东。<br/><br/>在电商领域,京东当年也是坚持自营、重金自建物流。因为刘强东发现了需求痛点,要提供高品质、快速送达的商品。<br/><br/>在很长一段时间内,被自建拖累了利润的京东备受质疑,不过最后京东的模式成功了,在业内站稳了脚跟。<br/><br/>自营模式也成就了刘强东,成为继阿里淘宝之后又一个没人能超越的电商巨头。<br/><br/>蔚来坚持自建换电站,一旦形成规模壁垒,培养了用户习惯,就相当于圈定、锁住了一部分重度用户,车主们换购或者口碑传播,都将给蔚来的销量添砖加瓦,进一步巩固它的市场份额。<br/><br/>从用户体验角度出发,除了站点没那么多之外,换电几乎是当下唯一可以与燃油车加油效率相提并论的补能方式。<br/><br/>但问题是,在持续亏损的情况下,重金投入换电与销量增长必须取得平衡,否则蔚来无法长期支撑。<br/><br/>按照蔚来今年 1000 座新增换电站,单站建设成本 200 万元的保守数字估计,至少需要 20 亿元,这还没算运营成本。<br/><br/>对于目前手握 455 亿元现金的蔚来而言,生存或许不再是问题,可花出去的真金白银与销量不成正比的话,却会消磨投资人的耐心。<br/><br/>业绩会上,蔚来董事长李斌立了不少FLAG,除了要实现24万台年销目标外,蔚来还要在今年Q4实现盈亏平衡。<br/><br/>豪赌换电的蔚来,是新势力中胆大的另类。<br/><br/>李斌也坦言,友商同行都有很多困惑,面临非常难的抉择。“蔚来是一家创业公司,没有资格停下来想太多。我们在确保经营风险可控、提升效率的同时,还是认为要坚决为长期的、最后的胜出去投入。”<br/><br/>站在当下,没有人能知道李斌的选择是对是错。蔚来的这场赌局胜还是败,只能交给时间去检验。</p><p></p></body></html>","source":"live_wallstreetcn","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>李斌想成为下一个刘强东?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李斌想成为下一个刘强东?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 21:25 北京时间 <a href=https://wallstreetcn.com/articles/3685870><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 柴旭晨蔚来和李斌还是那么喜欢赌,下大力气、花大价钱去搏一个自己的未来。3月28日,蔚来第三代换电站首次亮相,这是它区别于同行的大杀器,也是豪赌未来的重要筹码。新的换电站电池仓位数由13个增至21个,单日站点服务能力比二代站高出三成;换电时间缩短至5分钟以内;部分三代站还会装上激光雷达和英伟达的芯片,提供给没有智驾配置的阿尔卑斯等子品牌车型使用。并且“精明”的蔚来还把超充桩和换电站布局在了...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3685870\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9ded59d3040de65d574da08b6c4ab73","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://wallstreetcn.com/articles/3685870","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1182296461","content_text":"作者 | 柴旭晨蔚来和李斌还是那么喜欢赌,下大力气、花大价钱去搏一个自己的未来。3月28日,蔚来第三代换电站首次亮相,这是它区别于同行的大杀器,也是豪赌未来的重要筹码。新的换电站电池仓位数由13个增至21个,单日站点服务能力比二代站高出三成;换电时间缩短至5分钟以内;部分三代站还会装上激光雷达和英伟达的芯片,提供给没有智驾配置的阿尔卑斯等子品牌车型使用。并且“精明”的蔚来还把超充桩和换电站布局在了一起。按照蔚来能源高级副总裁沈斐的说法,充换一体站相当于高压系统投资一次,同时用在换电跟充电。配置还不是最惊人的地方,蔚来的野心体现在铺设的数量上,今年要在全国新建约1000个三代换电站,其中约600座会部署在城区,部分将建在三四线城市。要知道,蔚来自2018年布下首个换电站后,现有的站点也就1300余个,新建1000个相当于今年要翻个倍。然而大量建换电站的策略,对于一家仍在亏损的车企而言,难免招致投资者的质疑。2022年四季度,蔚来的毛利率骤降至 3.9%,全年也仅为10.4%。当季蔚来的净亏损也攀升至57.86 亿元,同比翻了近2倍。但沈裴对此直言,换电站肯定不背这个(亏损)锅,换电创造的价值非常大。他所说的价值就是用户与销量。在新能源产业各个重量级选手中,蔚来一直是豪赌换电的那个,造车与建电站共进,通过换电等服务吸引更多用户,是李斌的信条。早期的蔚来,通过免费换电池,用极致的用户体验建立起了护城河,至今蔚来仍坚持换电这一模式。据沈斐透露,目前蔚来车主补能的电量,有过半都来自换电,并且占比还在不断上升。从用户服务和基建的角度,蔚来的这种打法,有点像当年的京东。在电商领域,京东当年也是坚持自营、重金自建物流。因为刘强东发现了需求痛点,要提供高品质、快速送达的商品。在很长一段时间内,被自建拖累了利润的京东备受质疑,不过最后京东的模式成功了,在业内站稳了脚跟。自营模式也成就了刘强东,成为继阿里淘宝之后又一个没人能超越的电商巨头。蔚来坚持自建换电站,一旦形成规模壁垒,培养了用户习惯,就相当于圈定、锁住了一部分重度用户,车主们换购或者口碑传播,都将给蔚来的销量添砖加瓦,进一步巩固它的市场份额。从用户体验角度出发,除了站点没那么多之外,换电几乎是当下唯一可以与燃油车加油效率相提并论的补能方式。但问题是,在持续亏损的情况下,重金投入换电与销量增长必须取得平衡,否则蔚来无法长期支撑。按照蔚来今年 1000 座新增换电站,单站建设成本 200 万元的保守数字估计,至少需要 20 亿元,这还没算运营成本。对于目前手握 455 亿元现金的蔚来而言,生存或许不再是问题,可花出去的真金白银与销量不成正比的话,却会消磨投资人的耐心。业绩会上,蔚来董事长李斌立了不少FLAG,除了要实现24万台年销目标外,蔚来还要在今年Q4实现盈亏平衡。豪赌换电的蔚来,是新势力中胆大的另类。李斌也坦言,友商同行都有很多困惑,面临非常难的抉择。“蔚来是一家创业公司,没有资格停下来想太多。我们在确保经营风险可控、提升效率的同时,还是认为要坚决为长期的、最后的胜出去投入。”站在当下,没有人能知道李斌的选择是对是错。蔚来的这场赌局胜还是败,只能交给时间去检验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851798416,"gmtCreate":1634942559233,"gmtModify":1634942559233,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"应该转型做投行呀,专炒自家股票。","listText":"应该转型做投行呀,专炒自家股票。","text":"应该转型做投行呀,专炒自家股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851798416","repostId":"2177397460","repostType":2,"isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833042224,"gmtCreate":1629192408968,"gmtModify":1629192408968,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>新东方应该转型做投行!自己买自己的股票!","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>新东方应该转型做投行!自己买自己的股票!","text":"$新东方(EDU)$新东方应该转型做投行!自己买自己的股票!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833042224","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658470678,"gmtCreate":1683036903995,"gmtModify":1683036905620,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658470678","repostId":"2332937177","repostType":2,"repost":{"id":"2332937177","pubTimestamp":1683015774,"share":"https://www.laohu8.com/m/news/2332937177?lang=&edition=full","pubTime":"2023-05-02 16:22","market":"us","language":"zh","title":"摩根大通为什么要收购第一共和银行?","url":"https://stock-news.laohu8.com/highlight/detail?id=2332937177","media":"金十数据","summary":"摩根大通CEO戴蒙是否有“救世主”情结,还是他只是看到了让一个大银行变得更大的机会?","content":"<html><head></head><body><blockquote>摩根大通CEO戴蒙是否有“救世主”情结,还是他只是看到了让一个大银行变得更大的机会?</blockquote><p>过去8周,在美国最大的30家银行中,已有3家银行轰然倒塌,数千亿美元的存款离开了小银行,因为客户争相寻求安全和更高的收益率。</p><p><strong><a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>周一成为这场动荡中最大的受害者,监管机构接管了这家市值2290亿美元的机构,并将其大部分业务出售给了<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>。 </strong></p><p>为什么摩根大通选择收购失败的第一共和银行?而在这之下,一个更好的问题可能是,<strong>为什么不?</strong></p><p>正如摩根大通董事长兼首席执行官杰米·戴蒙在公司的一份新闻稿中解释的那样:</p><blockquote>“这次收购对我们公司的整体效益不大,但对股东来说是增值的,它有助于进一步推进我们的财富战略,而且对我们现有的特许经营权是一种补充。”</blockquote><p>换句话说,<strong>这笔收购对摩根大通来说可能没什么大不了的</strong>:与摩根大通3月底的3.7万亿美元资产相比,这真的算不上什么大事。<strong>由于收购了第一共和银行,摩根大通的资产规模现在将增加约2000亿美元。</strong></p><p>当然,对于那些担心“大到不能倒”的机构变得更大的人来说,<strong>这次收购为这种说法增加了大约2000亿美元的砝码</strong>。 </p><p>危机结束?但对股票投资者来说不是</p><p>首席执行官们参加高调竞标的情况并不常见,因为他们希望自己的公司只会“适度受益”。不过,<strong>一家资产规模为3.7万亿美元的银行能在一夜之间获得监管机构的批准,吞并一家资产规模为2291亿美元的银行的几乎所有资产,外加约1000亿美元的存款,这种情况也并不常见。 </strong></p><p>FDIC表示,第一共和银行的解决方案“涉及了一个高度竞争的投标过程,并达成了符合《联邦存款保险法》最低成本要求的交易”。作为协议的一部分,<strong>FDIC和摩根大通将分担第一共和银行发放的住宅和商业贷款的损失,但也将分担任何可能的补偿。</strong></p><p>戴蒙在摩根大通关于这笔交易的声明中表示:</p><blockquote>“我们的政府邀请我们和其他人加强合作,我们做到了。我们的财力、能力和商业模式使我们能够以一种将存款保险基金成本降至最低的方式进行交易。”</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e4504cb1b062056ab761a049fc8e579\" tg-width=\"2000\" tg-height=\"1334\"/></p><p><strong>尽管戴蒙还表示,“危机已经结束”,但第一共和银行的股票投资者却不能这么说。摩根大通没有承担第一共和银行的公司债务或优先股,这意味着机构投资者不会得到补偿。 </strong></p><p>摩根大通和都没有明确表示,此次收购对第一共和银行的普通股股东意味着什么。Wedbush Securities银行股分析师团队表示,<strong>预计这些股东不会得到补偿</strong>。Wedbush Securities股票分析师David J. Chiaverini周一在给客户的报告中写道:</p><blockquote>“我们预计,在第一共和银行进入破产管理程序并被出售给摩根大通之后,普通股股东的钱将会‘蒸发’。”</blockquote><p>银行业的老“白衣骑士”——戴蒙</p><p>今年3月,戴蒙与美国财政部长耶伦密切合作,促使美国11家大银行向第一共和银行共存入300亿美元。</p><p>但这一营救行动最终宣告失败。4月24日,第一共和银行在一季度财报披露,客户在第一季度从该银行提取了超过1000亿美元的存款,引发第一共和银行股价再次暴跌,并最终使该银行进入破产管理程序。而戴蒙再一次提供了帮助。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/386c6fbc33f6589eb658c7dccac8a31f\" tg-width=\"2000\" tg-height=\"1055\"/></p><p><strong>全面收购一家银行比注入存款的风险要大得多</strong>,戴蒙是最清楚这一点的人。多年来,他毫不掩饰对2008年收购贝尔斯登(Bear Stearns)和华盛顿互惠银行(Washington Mutual)的后悔。</p><p>尽管这些收购提升了他作为银行业“白衣骑士”的形象,但它们也让摩根大通承担了数十亿美元不可预见的法律成本。正如戴蒙在2015年致股东的一封信中所写的那样:</p><blockquote>“不,我们不会再做(收购)贝尔斯登那样的事情。华盛顿互惠银行的交易可能仍有意义,但这些代价高昂的教训我永远不会忘记。”</blockquote><p>摩根大通的股东目前对收购第一共和银行保持乐观,<strong>尽管第一共和银行陷入了危机,这种危机似乎仅限于那些拥有异常大量无保险存款、且资产负债表上背负着利率风险的银行</strong>,但它的状况远好于2008年的大多数银行,当时许多机构集中在不良资产上,收回的机会更低,法律风险更高。 </p><p>摩根大通表示,<strong>它将获得与该交易相关的26亿美元的一次性收益,但也有20亿美元的相关重组成本</strong>。如果不考虑这些项目,<strong>预计该收购将为摩根大通的净收入每年增加5亿美元以上</strong>。</p><p>此次收购中,<strong>摩根大通还拿下了第一共和银行在纽约和旧金山等热门市场的分支机构</strong>,以及以<strong>向高净值客户提供高端服务而闻名的银行家团队</strong>。</p><p>如果说摩根大通对这笔交易有什么不太满意的地方,尤其是考虑到它过去与贝尔斯登和华盛顿互惠银行的交易,那就是第一共和银行的抵押贷款业务。</p><p>不过,戴蒙在这笔交易中也加入了保护条款,<strong>FDIC同意承担第一共和银行投资组合中任何住宅或商业房地产贷款损失的80%</strong>,而摩根大通计划减记收购贷款的价值,这意味着,如果出售这些贷款,该行将获得更大的收益。戴蒙在分析师电话会议上表示:</p><blockquote>“你知道,我不喜欢把抵押贷款放在资产负债表上。这些都是优质贷款,本身确实具有信用价值,被减记后,你显然会获得更高的回报。”</blockquote></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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摩根大通为什么要收购第一共和银行?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-02 16:22 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=111627&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通CEO戴蒙是否有“救世主”情结,还是他只是看到了让一个大银行变得更大的机会?过去8周,在美国最大的30家银行中,已有3家银行轰然倒塌,数千亿美元的存款离开了小银行,因为客户争相寻求安全和更高的收益率。第一共和银行周一成为这场动荡中最大的受害者,监管机构接管了这家市值2290亿美元的机构,并将其大部分业务出售给了摩根大通。 为什么摩根大通选择收购失败的第一共和银行?而在这之下,一个更好的问题...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=111627&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e4504cb1b062056ab761a049fc8e579","relate_stocks":{"BK4550":"红杉资本持仓","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4207":"综合性银行","BK4589":"SVB概念","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4581":"高盛持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4504":"桥水持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4548":"巴美列捷福持仓","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=111627&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332937177","content_text":"摩根大通CEO戴蒙是否有“救世主”情结,还是他只是看到了让一个大银行变得更大的机会?过去8周,在美国最大的30家银行中,已有3家银行轰然倒塌,数千亿美元的存款离开了小银行,因为客户争相寻求安全和更高的收益率。第一共和银行周一成为这场动荡中最大的受害者,监管机构接管了这家市值2290亿美元的机构,并将其大部分业务出售给了摩根大通。 为什么摩根大通选择收购失败的第一共和银行?而在这之下,一个更好的问题可能是,为什么不?正如摩根大通董事长兼首席执行官杰米·戴蒙在公司的一份新闻稿中解释的那样:“这次收购对我们公司的整体效益不大,但对股东来说是增值的,它有助于进一步推进我们的财富战略,而且对我们现有的特许经营权是一种补充。”换句话说,这笔收购对摩根大通来说可能没什么大不了的:与摩根大通3月底的3.7万亿美元资产相比,这真的算不上什么大事。由于收购了第一共和银行,摩根大通的资产规模现在将增加约2000亿美元。当然,对于那些担心“大到不能倒”的机构变得更大的人来说,这次收购为这种说法增加了大约2000亿美元的砝码。 危机结束?但对股票投资者来说不是首席执行官们参加高调竞标的情况并不常见,因为他们希望自己的公司只会“适度受益”。不过,一家资产规模为3.7万亿美元的银行能在一夜之间获得监管机构的批准,吞并一家资产规模为2291亿美元的银行的几乎所有资产,外加约1000亿美元的存款,这种情况也并不常见。 FDIC表示,第一共和银行的解决方案“涉及了一个高度竞争的投标过程,并达成了符合《联邦存款保险法》最低成本要求的交易”。作为协议的一部分,FDIC和摩根大通将分担第一共和银行发放的住宅和商业贷款的损失,但也将分担任何可能的补偿。戴蒙在摩根大通关于这笔交易的声明中表示:“我们的政府邀请我们和其他人加强合作,我们做到了。我们的财力、能力和商业模式使我们能够以一种将存款保险基金成本降至最低的方式进行交易。”尽管戴蒙还表示,“危机已经结束”,但第一共和银行的股票投资者却不能这么说。摩根大通没有承担第一共和银行的公司债务或优先股,这意味着机构投资者不会得到补偿。 摩根大通和都没有明确表示,此次收购对第一共和银行的普通股股东意味着什么。Wedbush Securities银行股分析师团队表示,预计这些股东不会得到补偿。Wedbush Securities股票分析师David J. Chiaverini周一在给客户的报告中写道:“我们预计,在第一共和银行进入破产管理程序并被出售给摩根大通之后,普通股股东的钱将会‘蒸发’。”银行业的老“白衣骑士”——戴蒙今年3月,戴蒙与美国财政部长耶伦密切合作,促使美国11家大银行向第一共和银行共存入300亿美元。但这一营救行动最终宣告失败。4月24日,第一共和银行在一季度财报披露,客户在第一季度从该银行提取了超过1000亿美元的存款,引发第一共和银行股价再次暴跌,并最终使该银行进入破产管理程序。而戴蒙再一次提供了帮助。全面收购一家银行比注入存款的风险要大得多,戴蒙是最清楚这一点的人。多年来,他毫不掩饰对2008年收购贝尔斯登(Bear Stearns)和华盛顿互惠银行(Washington Mutual)的后悔。尽管这些收购提升了他作为银行业“白衣骑士”的形象,但它们也让摩根大通承担了数十亿美元不可预见的法律成本。正如戴蒙在2015年致股东的一封信中所写的那样:“不,我们不会再做(收购)贝尔斯登那样的事情。华盛顿互惠银行的交易可能仍有意义,但这些代价高昂的教训我永远不会忘记。”摩根大通的股东目前对收购第一共和银行保持乐观,尽管第一共和银行陷入了危机,这种危机似乎仅限于那些拥有异常大量无保险存款、且资产负债表上背负着利率风险的银行,但它的状况远好于2008年的大多数银行,当时许多机构集中在不良资产上,收回的机会更低,法律风险更高。 摩根大通表示,它将获得与该交易相关的26亿美元的一次性收益,但也有20亿美元的相关重组成本。如果不考虑这些项目,预计该收购将为摩根大通的净收入每年增加5亿美元以上。此次收购中,摩根大通还拿下了第一共和银行在纽约和旧金山等热门市场的分支机构,以及以向高净值客户提供高端服务而闻名的银行家团队。如果说摩根大通对这笔交易有什么不太满意的地方,尤其是考虑到它过去与贝尔斯登和华盛顿互惠银行的交易,那就是第一共和银行的抵押贷款业务。不过,戴蒙在这笔交易中也加入了保护条款,FDIC同意承担第一共和银行投资组合中任何住宅或商业房地产贷款损失的80%,而摩根大通计划减记收购贷款的价值,这意味着,如果出售这些贷款,该行将获得更大的收益。戴蒙在分析师电话会议上表示:“你知道,我不喜欢把抵押贷款放在资产负债表上。这些都是优质贷款,本身确实具有信用价值,被减记后,你显然会获得更高的回报。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352771970,"gmtCreate":1617008941090,"gmtModify":1617008941090,"author":{"id":"3554340093849292","authorId":"3554340093849292","name":"swhy","avatar":"https://static.tigerbbs.com/e3016d5b895051bfddeebd868699a8ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554340093849292","authorIdStr":"3554340093849292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPC\">$大自然药业(UPC)$</a>发神经了","listText":"<a href=\"https://laohu8.com/S/UPC\">$大自然药业(UPC)$</a>发神经了","text":"$大自然药业(UPC)$发神经了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352771970","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}