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rayang
2021-12-09
呆利这么狠
抱歉,原内容已删除
rayang
2021-11-06
$Expedia(EXPE)$
疫情前已经走下坡路,现在居然要翻倍
抱歉,原内容已删除
rayang
2021-11-01
上面一条首尾30%的新闻怎么看不了?也觉得丢不起脸面?
抱歉,原内容已删除
rayang
2021-08-20
没看错吧,一百来万营收
抱歉,原内容已删除
rayang
2021-08-17
同意这个快速纳入有问题,开始因为怕美团快手这两个大泡沫一直没敢投,后来还是忍不住入场,果然现形。
抱歉,原内容已删除
rayang
2021-08-05
员工持股这么高
快手38.82亿股解禁,公司股价大跌5%报价100港元
rayang
2021-07-22
??这就等不及了?
【异动】法拉第未来高位回落转跌,此前一度涨超22%
rayang
2021-06-26
$诺瓦瓦克斯医药(NVAX)$
不争气…
rayang
2021-06-10
$京东(JD)$
都以为捡了便宜货,这十几的pe怎么算的?
rayang
2021-03-09
$美团-W(03690)$
当初因为这个大泡沫一直犹豫最后还是投入了恒生科技指数,果然逃不掉崩盘
rayang
2021-02-09
$Apex Technology Acquisition Corp(APXT)$
这换手率真的么?真的话这股有什么好玩的呢?
rayang
2021-01-29
$Property Solutions Acquisition Corp(PSAC)$
老虎显示的壳市值才一亿?那贾老板怎么拿到十亿?
rayang
2021-01-27
狂欢结束?
抱歉,原内容已删除
rayang
2021-01-20
$富途控股(FUTU)$
纳尼?!?!
rayang
2021-01-09
$诺瓦瓦克斯医药(NVAX)$
尾盘跳水
rayang
2021-01-04
$第九城市(NCTY)$
垃圾票都不让做空咯
rayang
2020-12-02
靠投资收益拉净利,这要杀一波估值了
rayang
2020-12-01
$Apex Technology Acquisition Corp(APXT)$
老虎怎么显示市值1.7亿,这不让人算错吗,太坑了吧
去老虎APP查看更多动态
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09:39","market":"hk","language":"zh","title":"快手38.82亿股解禁,公司股价大跌5%报价100港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126412569","media":"老虎资讯综合","summary":"8月5日讯,快手$(01024)$跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.8","content":"<p>8月5日讯,快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。<img src=\"https://static.tigerbbs.com/e1d627650d33b307c096303881ff06ec\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.81%,按照目前股价,解禁市值为3882亿港元,CEO宿华及Reach Best持股比例达11.8%,控股股东程一笑先生及Ke Yong持股比例达9.36%。<img src=\"https://static.tigerbbs.com/9cad43f903387d0cea0a1f244c6fd2bc\" tg-width=\"550\" tg-height=\"611\" referrerpolicy=\"no-referrer\">控股股东以外,现有员工持股平台持有28.61亿限售股,持股比例占69.64%。基石投资者持有1.65亿股,持股比例占4.02%,包括富达国际、GIC、<a href=\"https://laohu8.com/S/BX\">黑石</a>、阿布扎比投资局、淡马锡等10名基石。值得注意的是,快手招股价115港元,最新价格105港元,基石们全部处于浮亏状态。</p>","collect":0,"html":"<!DOCTYPE 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{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快手38.82亿股解禁,公司股价大跌5%报价100港元\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\">2021-08-05 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月5日讯,快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。<img src=\"https://static.tigerbbs.com/e1d627650d33b307c096303881ff06ec\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.81%,按照目前股价,解禁市值为3882亿港元,CEO宿华及Reach Best持股比例达11.8%,控股股东程一笑先生及Ke Yong持股比例达9.36%。<img src=\"https://static.tigerbbs.com/9cad43f903387d0cea0a1f244c6fd2bc\" tg-width=\"550\" tg-height=\"611\" referrerpolicy=\"no-referrer\">控股股东以外,现有员工持股平台持有28.61亿限售股,持股比例占69.64%。基石投资者持有1.65亿股,持股比例占4.02%,包括富达国际、GIC、<a href=\"https://laohu8.com/S/BX\">黑石</a>、阿布扎比投资局、淡马锡等10名基石。值得注意的是,快手招股价115港元,最新价格105港元,基石们全部处于浮亏状态。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126412569","content_text":"8月5日讯,快手$(01024)$跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.81%,按照目前股价,解禁市值为3882亿港元,CEO宿华及Reach Best持股比例达11.8%,控股股东程一笑先生及Ke Yong持股比例达9.36%。控股股东以外,现有员工持股平台持有28.61亿限售股,持股比例占69.64%。基石投资者持有1.65亿股,持股比例占4.02%,包括富达国际、GIC、黑石、阿布扎比投资局、淡马锡等10名基石。值得注意的是,快手招股价115港元,最新价格105港元,基石们全部处于浮亏状态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172256676,"gmtCreate":1626963647695,"gmtModify":1631891164114,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"??这就等不及了?","listText":"??这就等不及了?","text":"??这就等不及了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172256676","repostId":"1140748099","repostType":4,"repost":{"id":"1140748099","kind":"news","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":1626963514,"share":"https://www.laohu8.com/m/news/1140748099?lang=&edition=full","pubTime":"2021-07-22 22:18","market":"other","language":"zh","title":"【异动】法拉第未来高位回落转跌,此前一度涨超22%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140748099","media":"老虎资讯综合","summary":"7月22日,法拉第未来股价转跌,最新总市值不足45亿美元,此前一度涨超22%。\n当地时间7月22日上午,贾跃亭创立的法拉第未来(Faraday Future,下文简称FF)正式在纳斯达克挂牌上市,股票","content":"<p>7月22日,法拉第未来股价转跌,最新总市值不足45亿美元,此前一度涨超22%。</p>\n<p><img src=\"https://static.tigerbbs.com/283597d7780408a780a5f1fe879f8f0e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">当地时间7月22日上午,贾跃亭创立的法拉第未来(Faraday Future,下文简称FF)正式在纳斯达克挂牌上市,股票代码分别为 \"FFIE \"和 \"FFIE.WS\"。</p>\n<p>公司CEO毕福康表示,上市后兑现量产承诺,未来两年FF91销量将达4万台。他还表示,从公司的角度,贾跃亭的债权人就是普通股东。债权人信托受托人负责管理和处理贾跃亭的债务问题,相信随着时间的推移,债权人的欠款能够得到偿还。</p>\n<p>上市前,贾跃亭作为创始人与毕福康一起站在纽约时代广场纳斯达克大厦前,猛吹了一把他们的电动汽车FF 91。</p>\n<p>贾跃亭表示,FF 91拥有无敌的产品力,其不仅是一台高性能的EV(电动汽车),它也是一台全能车,更是目前世界上唯一在产品和技术定位上高出特斯拉Model S的量产车。它还是超级汽车机器人,以及第三互联网生活空间。</p>\n<p><img src=\"https://static.tigerbbs.com/09a4e2d4a1c5ef6df07c829dabc87937\" tg-width=\"440\" tg-height=\"244\" referrerpolicy=\"no-referrer\"></p>\n<p>FFIE发行价为13.78美元/ADS,开盘报16.8美元,较发行价上涨22%,总市值达54亿美元。</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>【异动】法拉第未来高位回落转跌,此前一度涨超22%</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{ 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#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【异动】法拉第未来高位回落转跌,此前一度涨超22%\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\">2021-07-22 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月22日,法拉第未来股价转跌,最新总市值不足45亿美元,此前一度涨超22%。</p>\n<p><img src=\"https://static.tigerbbs.com/283597d7780408a780a5f1fe879f8f0e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">当地时间7月22日上午,贾跃亭创立的法拉第未来(Faraday Future,下文简称FF)正式在纳斯达克挂牌上市,股票代码分别为 \"FFIE \"和 \"FFIE.WS\"。</p>\n<p>公司CEO毕福康表示,上市后兑现量产承诺,未来两年FF91销量将达4万台。他还表示,从公司的角度,贾跃亭的债权人就是普通股东。债权人信托受托人负责管理和处理贾跃亭的债务问题,相信随着时间的推移,债权人的欠款能够得到偿还。</p>\n<p>上市前,贾跃亭作为创始人与毕福康一起站在纽约时代广场纳斯达克大厦前,猛吹了一把他们的电动汽车FF 91。</p>\n<p>贾跃亭表示,FF 91拥有无敌的产品力,其不仅是一台高性能的EV(电动汽车),它也是一台全能车,更是目前世界上唯一在产品和技术定位上高出特斯拉Model S的量产车。它还是超级汽车机器人,以及第三互联网生活空间。</p>\n<p><img src=\"https://static.tigerbbs.com/09a4e2d4a1c5ef6df07c829dabc87937\" tg-width=\"440\" tg-height=\"244\" referrerpolicy=\"no-referrer\"></p>\n<p>FFIE发行价为13.78美元/ADS,开盘报16.8美元,较发行价上涨22%,总市值达54亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/36b7ab1a4a282f85d36520f00aaabad3","relate_stocks":{"FFIE":"Faraday Future"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140748099","content_text":"7月22日,法拉第未来股价转跌,最新总市值不足45亿美元,此前一度涨超22%。\n当地时间7月22日上午,贾跃亭创立的法拉第未来(Faraday Future,下文简称FF)正式在纳斯达克挂牌上市,股票代码分别为 \"FFIE \"和 \"FFIE.WS\"。\n公司CEO毕福康表示,上市后兑现量产承诺,未来两年FF91销量将达4万台。他还表示,从公司的角度,贾跃亭的债权人就是普通股东。债权人信托受托人负责管理和处理贾跃亭的债务问题,相信随着时间的推移,债权人的欠款能够得到偿还。\n上市前,贾跃亭作为创始人与毕福康一起站在纽约时代广场纳斯达克大厦前,猛吹了一把他们的电动汽车FF 91。\n贾跃亭表示,FF 91拥有无敌的产品力,其不仅是一台高性能的EV(电动汽车),它也是一台全能车,更是目前世界上唯一在产品和技术定位上高出特斯拉Model S的量产车。它还是超级汽车机器人,以及第三互联网生活空间。\n\nFFIE发行价为13.78美元/ADS,开盘报16.8美元,较发行价上涨22%,总市值达54亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125201714,"gmtCreate":1624673603238,"gmtModify":1631885337053,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>不争气…","listText":"<a 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href=\"https://laohu8.com/S/APXT\">$Apex Technology Acquisition Corp(APXT)$</a>老虎怎么显示市值1.7亿,这不让人算错吗,太坑了吧","listText":"<a href=\"https://laohu8.com/S/APXT\">$Apex Technology Acquisition Corp(APXT)$</a>老虎怎么显示市值1.7亿,这不让人算错吗,太坑了吧","text":"$Apex Technology Acquisition Corp(APXT)$老虎怎么显示市值1.7亿,这不让人算错吗,太坑了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398054176","isVote":1,"tweetType":1,"viewCount":480,"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,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"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":839453797,"gmtCreate":1629176119819,"gmtModify":1631888406912,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"同意这个快速纳入有问题,开始因为怕美团快手这两个大泡沫一直没敢投,后来还是忍不住入场,果然现形。","listText":"同意这个快速纳入有问题,开始因为怕美团快手这两个大泡沫一直没敢投,后来还是忍不住入场,果然现形。","text":"同意这个快速纳入有问题,开始因为怕美团快手这两个大泡沫一直没敢投,后来还是忍不住入场,果然现形。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839453797","repostId":"1101047078","repostType":4,"repost":{"id":"1101047078","kind":"news","weMediaInfo":{"introduction":"坚守初心,不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1629167472,"share":"https://www.laohu8.com/m/news/1101047078?lang=&edition=full","pubTime":"2021-08-17 10:31","market":"hk","language":"zh","title":"港股科技指数的大Bug - “快速纳入机制”","url":"https://stock-news.laohu8.com/highlight/detail?id=1101047078","media":"丫丫港股圈","summary":"近半年多以来,在通胀阴云之下,美股崩盘声此起彼落,但仍然无阻其持续创新高。\n从去年谷底至今,纳指表现最好,涨幅达到123%,而标普500和道指涨幅则分别为103%和94%。\n\n纳指领涨的背后基于两大原","content":"<p>近半年多以来,在通胀阴云之下,美股崩盘声此起彼落,但仍然无阻其持续创新高。</p>\n<p>从去年谷底至今,纳指表现最好,涨幅达到123%,而标普500和道指涨幅则分别为103%和94%。</p>\n<p><img src=\"https://static.tigerbbs.com/a83c5243b25706540b1a739dee317fc4\" tg-width=\"1080\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p>\n<p>纳指领涨的背后基于两大原因,一是疫情催化了大量科技需求,例如远程办公、电商等,亦推动了科技行业的快速发展。</p>\n<p>二是在零息环境下,现金流贴现模型的估值得到大幅提升,而市场对高估值容忍度也更为放松。</p>\n<p>两大因素共振造就了永远的神,促使美股每次回调后都创新高。</p>\n<p>以纳指100为例,估值早已突破了近10年高位,处于35倍PE的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/b2b799e81531ae4c0ca2a363867c7d1b\" tg-width=\"921\" tg-height=\"484\" referrerpolicy=\"no-referrer\"></p>\n<p>相比下,拥有「港版纳指」之称的恒生科技指数,表现惨不忍睹,不但跑输通涨,更要录得负回报。</p>\n<p>于2020年7月27日,恒生科技指数以6918的基数正式启动,截止8月11日,收报6820点,累计下滑1.4%,从2月高位更是跌了近38%。</p>\n<p><img src=\"https://static.tigerbbs.com/38eb29b0bb2a0108470ee967d3ef458f\" tg-width=\"903\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>同期,纳指100上涨43%。</p>\n<p>纳指100于1985年2月发布,基点为125,现在已经涨到15000点水平。</p>\n<p>毕竟,纳指是全球的顶级资产,包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等,两大指数背后公司质地的不同,也令可比性大大减少。</p>\n<p>但事实上,恒生科技指数的垃圾表现,更多是来自于指数的一个重大Bug,“快速纳入机制”。</p>\n<p><img src=\"https://static.tigerbbs.com/ebc7b1cbcf43810ee7b3b17d8439741a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>不过,先来看两个指数的相似与不同之处,恒生科技指数由30只股票构成,纳指包括所有于美国那斯达克上市的股份,多于1700只,而纳指100则基于前100只。</p>\n<p>不论从市场深度,或是宽度,恒生科技指数与纳指100无疑是相差极远。</p>\n<p>但从占比来说,结构上却是相近。两大指数均是在市值加权的基础上,按相应的指数编制规则计算出来。</p>\n<p>于恒生科技指数中,占比最多为<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,近12%,其次是8.8%的小米以及8.2%的舜宇光学,前5大共占44%,前10大占69%。</p>\n<p><img src=\"https://static.tigerbbs.com/e3efe02cc762a1a1b0af676df1c74f8b\" tg-width=\"960\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p>\n<p>纳指100方面,占比依次最大是苹果、微软、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>,分别为13%、12%、10%,前5大/10大共占50%/62%。</p>\n<p>所以说,两大指数均取决于头10大企业的表现。</p>\n<p><img src=\"https://static.tigerbbs.com/0e50a30571a8d2ace1eb7b15e8975487\" tg-width=\"901\" tg-height=\"731\" referrerpolicy=\"no-referrer\"></p>\n<p>具体来看,对比250日的涨跌幅,美股前20名无一下跌,表现最厉害的是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,涨近160%,而最差的是亚马逊,涨不到10%。</p>\n<p><img src=\"https://static.tigerbbs.com/a7f55b3fb1bc4eb2598349a5b9e0bb13\" tg-width=\"829\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>至于恒生科技指数,全部30只,同期有14只上涨,数量接近一半,体现出企业质地的差别,其中表现最好的是<a href=\"https://laohu8.com/S/00909\">明源云</a>,其次是小米,最差的是<a href=\"https://laohu8.com/S/01797\">新东方在线</a>和<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/86c78a4d5d5a4f314b4a15c764cf4bdc\" tg-width=\"687\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p>当然,这未考虑到期间指数的变动,以权重带来的影响,以<a href=\"https://laohu8.com/S/EDU\">新东方</a>在线为例,从一开始便在指数当中,占比为1.57%。</p>\n<p>由于指数没什么变动,以目前占0.11%来计算,下跌86%仅拖累指数1.25%,影响不到90点,虽然是拖累,但算是雷声大雨点小。</p>\n<p>权重最大的那几只,才是最致命的伤害。</p>\n<p><img src=\"https://static.tigerbbs.com/c47a24bfcc1e6154d82c7a0023c90ab6\" tg-width=\"1077\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>从变化来看,阿里巴巴从当初的8.53%占比提升至12.02%,这并不是股价好,只是于今年7月份最为抗跌,占比才从7月初的8.2%大幅提升接近4个百份点。</p>\n<p>近20个交易日,成份股有一半以上跌幅超过10%,包括占比超过5%的腾讯、美团和京东。</p>\n<p><img src=\"https://static.tigerbbs.com/7ec8f62e50aaa3a6f1ef8163c031a4de\" tg-width=\"569\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>从发布至今,幸好有小米和舜宇光学在支撑,两者期内累涨约76%和48%,为指数贡献近10%涨幅。</p>\n<p>拖累最厉害的,依次是阿里巴巴、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/01833\">平安好医生</a>,这不包括被删除的,由于当初加起来比重不到6%,故此忽略不看。</p>\n<p><img src=\"https://static.tigerbbs.com/3a59e3b168c20003cde4d5f62b523e16\" tg-width=\"674\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>突如其来的政策风险,对指数下滑来说还可以说是非战之罪。</p>\n<p>但核心问题,主要在于互联网行业占比过重,面对政策风险,基本上是一网打尽。</p>\n<p>雪上加霜的是,恒生科技指数的bug直接引入了泡沫,进一步加大波动性。</p>\n<p>在调整频率上,纳指100和恒生科技指数均是在每季度进行定期调整,不同的是,后者增加了“快速纳入机制”。</p>\n<p>若符合条件的新股上市首日市值在现有成份股中排名前十,则将会在该新股上市后的第十个交易日收市后将其纳入指数。</p>\n<p><img src=\"https://static.tigerbbs.com/d9452409f60df744127ffb8497a18243\" tg-width=\"680\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p>\n<p>这机制不是恒生指数公司独创,纳斯达克编制部份指数时也会采用,例如丹麦OMX哥本哈根20指数、瑞典OMX斯德哥尔摩30指数等。</p>\n<p>机制的出发点在于能更好地反映市场的变化,只是理想很丰满,现实却很骨感。</p>\n<p>目前股市已处于一级市场疯子定价,二级市场傻子接盘的时代。</p>\n<p>火热的新股估值往往充满泡沫,更甚的是,随着港股逐步A股化,以及新股打着稀缺性的旗号,吸引大量散户进场,促使泡沫进一步巨大化,也令恒生科技指数成为了巨大的牺牲品。</p>\n<p>从发布至今,恒生科技指数一共出现了四次快速纳入,分别是<a href=\"https://laohu8.com/S/06618\">京东健康</a>、快手、<a href=\"https://laohu8.com/S/BIDU\">百度</a>以及<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>。</p>\n<p>由于快速纳入的重点在于市值够大,变相来说公司被纳入后,占比将会不轻,大一点的波动对指数也会带来明显的影响。</p>\n<p>从各别股票纳入至今,跌幅均达到20%以上,京东健康跌了56%,市值从5800亿跌至2600亿。</p>\n<p><img src=\"https://static.tigerbbs.com/8f78901a3110e1d2c22a87873c40e7e9\" tg-width=\"1077\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<p>快手跌了76%,市值从14900亿跌至3500亿。</p>\n<p><img src=\"https://static.tigerbbs.com/11dcd002b8aa71072105a3a18ea9f801\" tg-width=\"1074\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p>\n<p>换算下来,两者共拖累指数下跌逾7%,可以说是港股指数历史上的最大惨剧之一。</p>\n<p>未来如果再有数千亿以上的企业来港上市,这惨剧可能会再一次发生,而下一个可能是字节跳动。</p>\n<p>公司去年12月的投后估值为1800亿美元,另根据4月份报导,外界估计估值已逾4000亿美元,相当于31200亿港元,仅次于<a href=\"https://laohu8.com/S/00700\">腾讯</a>和阿里四万多亿的水平,意味这潜在惨剧的规模将会更为巨大。</p>\n<p>如果一个投资者,为了分享企业科技进步带来增值的机会,因而配置了恒生科技指数的ETF,最终只会沦为被收割的韭菜。</p>\n<p>在快速纳入机制下,被动资金成为了新股泡沫的接盘者,某程度如以前的MSCI指数一样。</p>\n<p>最后,目前巨额机构资金囤集一级市场,疯狂吞噬新股上市后二级市场的溢价,贪婪吸食散户的利益,令股市的投资功能丧失殆尽。</p>\n<p>只希望港股的指数能尽快改革,避免沦为收割者的帮凶。</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>港股科技指数的大Bug - “快速纳入机制”</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; 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}\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港股科技指数的大Bug - “快速纳入机制”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2021-08-17 10:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>近半年多以来,在通胀阴云之下,美股崩盘声此起彼落,但仍然无阻其持续创新高。</p>\n<p>从去年谷底至今,纳指表现最好,涨幅达到123%,而标普500和道指涨幅则分别为103%和94%。</p>\n<p><img src=\"https://static.tigerbbs.com/a83c5243b25706540b1a739dee317fc4\" tg-width=\"1080\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p>\n<p>纳指领涨的背后基于两大原因,一是疫情催化了大量科技需求,例如远程办公、电商等,亦推动了科技行业的快速发展。</p>\n<p>二是在零息环境下,现金流贴现模型的估值得到大幅提升,而市场对高估值容忍度也更为放松。</p>\n<p>两大因素共振造就了永远的神,促使美股每次回调后都创新高。</p>\n<p>以纳指100为例,估值早已突破了近10年高位,处于35倍PE的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/b2b799e81531ae4c0ca2a363867c7d1b\" tg-width=\"921\" tg-height=\"484\" referrerpolicy=\"no-referrer\"></p>\n<p>相比下,拥有「港版纳指」之称的恒生科技指数,表现惨不忍睹,不但跑输通涨,更要录得负回报。</p>\n<p>于2020年7月27日,恒生科技指数以6918的基数正式启动,截止8月11日,收报6820点,累计下滑1.4%,从2月高位更是跌了近38%。</p>\n<p><img src=\"https://static.tigerbbs.com/38eb29b0bb2a0108470ee967d3ef458f\" tg-width=\"903\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>同期,纳指100上涨43%。</p>\n<p>纳指100于1985年2月发布,基点为125,现在已经涨到15000点水平。</p>\n<p>毕竟,纳指是全球的顶级资产,包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等,两大指数背后公司质地的不同,也令可比性大大减少。</p>\n<p>但事实上,恒生科技指数的垃圾表现,更多是来自于指数的一个重大Bug,“快速纳入机制”。</p>\n<p><img src=\"https://static.tigerbbs.com/ebc7b1cbcf43810ee7b3b17d8439741a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>不过,先来看两个指数的相似与不同之处,恒生科技指数由30只股票构成,纳指包括所有于美国那斯达克上市的股份,多于1700只,而纳指100则基于前100只。</p>\n<p>不论从市场深度,或是宽度,恒生科技指数与纳指100无疑是相差极远。</p>\n<p>但从占比来说,结构上却是相近。两大指数均是在市值加权的基础上,按相应的指数编制规则计算出来。</p>\n<p>于恒生科技指数中,占比最多为<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,近12%,其次是8.8%的小米以及8.2%的舜宇光学,前5大共占44%,前10大占69%。</p>\n<p><img src=\"https://static.tigerbbs.com/e3efe02cc762a1a1b0af676df1c74f8b\" tg-width=\"960\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p>\n<p>纳指100方面,占比依次最大是苹果、微软、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>,分别为13%、12%、10%,前5大/10大共占50%/62%。</p>\n<p>所以说,两大指数均取决于头10大企业的表现。</p>\n<p><img src=\"https://static.tigerbbs.com/0e50a30571a8d2ace1eb7b15e8975487\" tg-width=\"901\" tg-height=\"731\" referrerpolicy=\"no-referrer\"></p>\n<p>具体来看,对比250日的涨跌幅,美股前20名无一下跌,表现最厉害的是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,涨近160%,而最差的是亚马逊,涨不到10%。</p>\n<p><img src=\"https://static.tigerbbs.com/a7f55b3fb1bc4eb2598349a5b9e0bb13\" tg-width=\"829\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>至于恒生科技指数,全部30只,同期有14只上涨,数量接近一半,体现出企业质地的差别,其中表现最好的是<a href=\"https://laohu8.com/S/00909\">明源云</a>,其次是小米,最差的是<a href=\"https://laohu8.com/S/01797\">新东方在线</a>和<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/86c78a4d5d5a4f314b4a15c764cf4bdc\" tg-width=\"687\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p>当然,这未考虑到期间指数的变动,以权重带来的影响,以<a href=\"https://laohu8.com/S/EDU\">新东方</a>在线为例,从一开始便在指数当中,占比为1.57%。</p>\n<p>由于指数没什么变动,以目前占0.11%来计算,下跌86%仅拖累指数1.25%,影响不到90点,虽然是拖累,但算是雷声大雨点小。</p>\n<p>权重最大的那几只,才是最致命的伤害。</p>\n<p><img src=\"https://static.tigerbbs.com/c47a24bfcc1e6154d82c7a0023c90ab6\" tg-width=\"1077\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>从变化来看,阿里巴巴从当初的8.53%占比提升至12.02%,这并不是股价好,只是于今年7月份最为抗跌,占比才从7月初的8.2%大幅提升接近4个百份点。</p>\n<p>近20个交易日,成份股有一半以上跌幅超过10%,包括占比超过5%的腾讯、美团和京东。</p>\n<p><img src=\"https://static.tigerbbs.com/7ec8f62e50aaa3a6f1ef8163c031a4de\" tg-width=\"569\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>从发布至今,幸好有小米和舜宇光学在支撑,两者期内累涨约76%和48%,为指数贡献近10%涨幅。</p>\n<p>拖累最厉害的,依次是阿里巴巴、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/01833\">平安好医生</a>,这不包括被删除的,由于当初加起来比重不到6%,故此忽略不看。</p>\n<p><img src=\"https://static.tigerbbs.com/3a59e3b168c20003cde4d5f62b523e16\" tg-width=\"674\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>突如其来的政策风险,对指数下滑来说还可以说是非战之罪。</p>\n<p>但核心问题,主要在于互联网行业占比过重,面对政策风险,基本上是一网打尽。</p>\n<p>雪上加霜的是,恒生科技指数的bug直接引入了泡沫,进一步加大波动性。</p>\n<p>在调整频率上,纳指100和恒生科技指数均是在每季度进行定期调整,不同的是,后者增加了“快速纳入机制”。</p>\n<p>若符合条件的新股上市首日市值在现有成份股中排名前十,则将会在该新股上市后的第十个交易日收市后将其纳入指数。</p>\n<p><img src=\"https://static.tigerbbs.com/d9452409f60df744127ffb8497a18243\" tg-width=\"680\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p>\n<p>这机制不是恒生指数公司独创,纳斯达克编制部份指数时也会采用,例如丹麦OMX哥本哈根20指数、瑞典OMX斯德哥尔摩30指数等。</p>\n<p>机制的出发点在于能更好地反映市场的变化,只是理想很丰满,现实却很骨感。</p>\n<p>目前股市已处于一级市场疯子定价,二级市场傻子接盘的时代。</p>\n<p>火热的新股估值往往充满泡沫,更甚的是,随着港股逐步A股化,以及新股打着稀缺性的旗号,吸引大量散户进场,促使泡沫进一步巨大化,也令恒生科技指数成为了巨大的牺牲品。</p>\n<p>从发布至今,恒生科技指数一共出现了四次快速纳入,分别是<a href=\"https://laohu8.com/S/06618\">京东健康</a>、快手、<a href=\"https://laohu8.com/S/BIDU\">百度</a>以及<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>。</p>\n<p>由于快速纳入的重点在于市值够大,变相来说公司被纳入后,占比将会不轻,大一点的波动对指数也会带来明显的影响。</p>\n<p>从各别股票纳入至今,跌幅均达到20%以上,京东健康跌了56%,市值从5800亿跌至2600亿。</p>\n<p><img src=\"https://static.tigerbbs.com/8f78901a3110e1d2c22a87873c40e7e9\" tg-width=\"1077\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<p>快手跌了76%,市值从14900亿跌至3500亿。</p>\n<p><img src=\"https://static.tigerbbs.com/11dcd002b8aa71072105a3a18ea9f801\" tg-width=\"1074\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p>\n<p>换算下来,两者共拖累指数下跌逾7%,可以说是港股指数历史上的最大惨剧之一。</p>\n<p>未来如果再有数千亿以上的企业来港上市,这惨剧可能会再一次发生,而下一个可能是字节跳动。</p>\n<p>公司去年12月的投后估值为1800亿美元,另根据4月份报导,外界估计估值已逾4000亿美元,相当于31200亿港元,仅次于<a href=\"https://laohu8.com/S/00700\">腾讯</a>和阿里四万多亿的水平,意味这潜在惨剧的规模将会更为巨大。</p>\n<p>如果一个投资者,为了分享企业科技进步带来增值的机会,因而配置了恒生科技指数的ETF,最终只会沦为被收割的韭菜。</p>\n<p>在快速纳入机制下,被动资金成为了新股泡沫的接盘者,某程度如以前的MSCI指数一样。</p>\n<p>最后,目前巨额机构资金囤集一级市场,疯狂吞噬新股上市后二级市场的溢价,贪婪吸食散户的利益,令股市的投资功能丧失殆尽。</p>\n<p>只希望港股的指数能尽快改革,避免沦为收割者的帮凶。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"159741":"港股科技","HSI":"恒生指数","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101047078","content_text":"近半年多以来,在通胀阴云之下,美股崩盘声此起彼落,但仍然无阻其持续创新高。\n从去年谷底至今,纳指表现最好,涨幅达到123%,而标普500和道指涨幅则分别为103%和94%。\n\n纳指领涨的背后基于两大原因,一是疫情催化了大量科技需求,例如远程办公、电商等,亦推动了科技行业的快速发展。\n二是在零息环境下,现金流贴现模型的估值得到大幅提升,而市场对高估值容忍度也更为放松。\n两大因素共振造就了永远的神,促使美股每次回调后都创新高。\n以纳指100为例,估值早已突破了近10年高位,处于35倍PE的水平。\n\n相比下,拥有「港版纳指」之称的恒生科技指数,表现惨不忍睹,不但跑输通涨,更要录得负回报。\n于2020年7月27日,恒生科技指数以6918的基数正式启动,截止8月11日,收报6820点,累计下滑1.4%,从2月高位更是跌了近38%。\n\n同期,纳指100上涨43%。\n纳指100于1985年2月发布,基点为125,现在已经涨到15000点水平。\n毕竟,纳指是全球的顶级资产,包括苹果、微软、亚马逊等,两大指数背后公司质地的不同,也令可比性大大减少。\n但事实上,恒生科技指数的垃圾表现,更多是来自于指数的一个重大Bug,“快速纳入机制”。\n\n不过,先来看两个指数的相似与不同之处,恒生科技指数由30只股票构成,纳指包括所有于美国那斯达克上市的股份,多于1700只,而纳指100则基于前100只。\n不论从市场深度,或是宽度,恒生科技指数与纳指100无疑是相差极远。\n但从占比来说,结构上却是相近。两大指数均是在市值加权的基础上,按相应的指数编制规则计算出来。\n于恒生科技指数中,占比最多为阿里巴巴,近12%,其次是8.8%的小米以及8.2%的舜宇光学,前5大共占44%,前10大占69%。\n\n纳指100方面,占比依次最大是苹果、微软、谷歌,分别为13%、12%、10%,前5大/10大共占50%/62%。\n所以说,两大指数均取决于头10大企业的表现。\n\n具体来看,对比250日的涨跌幅,美股前20名无一下跌,表现最厉害的是特斯拉,涨近160%,而最差的是亚马逊,涨不到10%。\n\n至于恒生科技指数,全部30只,同期有14只上涨,数量接近一半,体现出企业质地的差别,其中表现最好的是明源云,其次是小米,最差的是新东方在线和汽车之家。\n\n当然,这未考虑到期间指数的变动,以权重带来的影响,以新东方在线为例,从一开始便在指数当中,占比为1.57%。\n由于指数没什么变动,以目前占0.11%来计算,下跌86%仅拖累指数1.25%,影响不到90点,虽然是拖累,但算是雷声大雨点小。\n权重最大的那几只,才是最致命的伤害。\n\n从变化来看,阿里巴巴从当初的8.53%占比提升至12.02%,这并不是股价好,只是于今年7月份最为抗跌,占比才从7月初的8.2%大幅提升接近4个百份点。\n近20个交易日,成份股有一半以上跌幅超过10%,包括占比超过5%的腾讯、美团和京东。\n\n从发布至今,幸好有小米和舜宇光学在支撑,两者期内累涨约76%和48%,为指数贡献近10%涨幅。\n拖累最厉害的,依次是阿里巴巴、阿里健康、平安好医生,这不包括被删除的,由于当初加起来比重不到6%,故此忽略不看。\n\n突如其来的政策风险,对指数下滑来说还可以说是非战之罪。\n但核心问题,主要在于互联网行业占比过重,面对政策风险,基本上是一网打尽。\n雪上加霜的是,恒生科技指数的bug直接引入了泡沫,进一步加大波动性。\n在调整频率上,纳指100和恒生科技指数均是在每季度进行定期调整,不同的是,后者增加了“快速纳入机制”。\n若符合条件的新股上市首日市值在现有成份股中排名前十,则将会在该新股上市后的第十个交易日收市后将其纳入指数。\n\n这机制不是恒生指数公司独创,纳斯达克编制部份指数时也会采用,例如丹麦OMX哥本哈根20指数、瑞典OMX斯德哥尔摩30指数等。\n机制的出发点在于能更好地反映市场的变化,只是理想很丰满,现实却很骨感。\n目前股市已处于一级市场疯子定价,二级市场傻子接盘的时代。\n火热的新股估值往往充满泡沫,更甚的是,随着港股逐步A股化,以及新股打着稀缺性的旗号,吸引大量散户进场,促使泡沫进一步巨大化,也令恒生科技指数成为了巨大的牺牲品。\n从发布至今,恒生科技指数一共出现了四次快速纳入,分别是京东健康、快手、百度以及哔哩哔哩。\n由于快速纳入的重点在于市值够大,变相来说公司被纳入后,占比将会不轻,大一点的波动对指数也会带来明显的影响。\n从各别股票纳入至今,跌幅均达到20%以上,京东健康跌了56%,市值从5800亿跌至2600亿。\n\n快手跌了76%,市值从14900亿跌至3500亿。\n\n换算下来,两者共拖累指数下跌逾7%,可以说是港股指数历史上的最大惨剧之一。\n未来如果再有数千亿以上的企业来港上市,这惨剧可能会再一次发生,而下一个可能是字节跳动。\n公司去年12月的投后估值为1800亿美元,另根据4月份报导,外界估计估值已逾4000亿美元,相当于31200亿港元,仅次于腾讯和阿里四万多亿的水平,意味这潜在惨剧的规模将会更为巨大。\n如果一个投资者,为了分享企业科技进步带来增值的机会,因而配置了恒生科技指数的ETF,最终只会沦为被收割的韭菜。\n在快速纳入机制下,被动资金成为了新股泡沫的接盘者,某程度如以前的MSCI指数一样。\n最后,目前巨额机构资金囤集一级市场,疯狂吞噬新股上市后二级市场的溢价,贪婪吸食散户的利益,令股市的投资功能丧失殆尽。\n只希望港股的指数能尽快改革,避免沦为收割者的帮凶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318573048,"gmtCreate":1611879610284,"gmtModify":1703755533982,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>老虎显示的壳市值才一亿?那贾老板怎么拿到十亿?","listText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>老虎显示的壳市值才一亿?那贾老板怎么拿到十亿?","text":"$Property Solutions Acquisition Corp(PSAC)$老虎显示的壳市值才一亿?那贾老板怎么拿到十亿?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/318573048","isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"319617370755397","authorId":"319617370755397","name":"随风而逝的记忆","avatar":"https://static.laohu8.com/9520b571beed59a5c70e48fc5f11a26b","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"319617370755397","idStr":"319617370755397"},"content":"老虎的股本显示不太准,你去东财和同花顺看,股本2951万股,目前市值4.55亿。","text":"老虎的股本显示不太准,你去东财和同花顺看,股本2951万股,目前市值4.55亿。","html":"老虎的股本显示不太准,你去东财和同花顺看,股本2951万股,目前市值4.55亿。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838619949,"gmtCreate":1629390339581,"gmtModify":1631891164087,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"没看错吧,一百来万营收","listText":"没看错吧,一百来万营收","text":"没看错吧,一百来万营收","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838619949","repostId":"1177892933","repostType":4,"repost":{"id":"1177892933","kind":"news","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":1629388917,"share":"https://www.laohu8.com/m/news/1177892933?lang=&edition=full","pubTime":"2021-08-20 00:01","market":"us","language":"zh","title":"图森未来大涨超15%,据称又获“牛市女皇”增持","url":"https://stock-news.laohu8.com/highlight/detail?id=1177892933","media":"老虎资讯综合","summary":"周四,图森未来低开高走,股价一路抬升,截至发稿涨幅扩大至15%。\n\n市场消息,“牛市女皇”、ARK基金的创始人凯西·伍德(Catherine Wood)在周三增持图森未来约22.1万股,当日该股收涨2","content":"<p>周四,<a href=\"https://laohu8.com/S/TSP\">图森未来</a>低开高走,股价一路抬升,截至发稿涨幅扩大至15%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1212649a8e8e4b1eda6464876147076\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>市场消息,“牛市女皇”、ARK基金的创始人凯西·伍德(Catherine Wood)在周三增持图森未来约22.1万股,当日该股收涨2.65%。</p>\n<p>业绩方面,2021年第二季度图森未来实现营收148.2万美元,同比增长463.5%,环比上一季度增长57%;净亏损为1.17亿美元,同比扩大316.6%;运营亏损1.21亿美元,同比扩大331.8%。</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\" 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}\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图森未来大涨超15%,据称又获“牛市女皇”增持\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\">2021-08-20 00:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四,<a href=\"https://laohu8.com/S/TSP\">图森未来</a>低开高走,股价一路抬升,截至发稿涨幅扩大至15%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1212649a8e8e4b1eda6464876147076\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>市场消息,“牛市女皇”、ARK基金的创始人凯西·伍德(Catherine Wood)在周三增持图森未来约22.1万股,当日该股收涨2.65%。</p>\n<p>业绩方面,2021年第二季度图森未来实现营收148.2万美元,同比增长463.5%,环比上一季度增长57%;净亏损为1.17亿美元,同比扩大316.6%;运营亏损1.21亿美元,同比扩大331.8%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b9accdc5716a7368b1240a904c5b874","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177892933","content_text":"周四,图森未来低开高走,股价一路抬升,截至发稿涨幅扩大至15%。\n\n市场消息,“牛市女皇”、ARK基金的创始人凯西·伍德(Catherine Wood)在周三增持图森未来约22.1万股,当日该股收涨2.65%。\n业绩方面,2021年第二季度图森未来实现营收148.2万美元,同比增长463.5%,环比上一季度增长57%;净亏损为1.17亿美元,同比扩大316.6%;运营亏损1.21亿美元,同比扩大331.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842820761,"gmtCreate":1636163298817,"gmtModify":1636163686049,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EXPE\">$Expedia(EXPE)$</a>疫情前已经走下坡路,现在居然要翻倍","listText":"<a href=\"https://laohu8.com/S/EXPE\">$Expedia(EXPE)$</a>疫情前已经走下坡路,现在居然要翻倍","text":"$Expedia(EXPE)$疫情前已经走下坡路,现在居然要翻倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842820761","repostId":"1196211835","repostType":2,"repost":{"id":"1196211835","kind":"news","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":1636155198,"share":"https://www.laohu8.com/m/news/1196211835?lang=&edition=full","pubTime":"2021-11-06 07:33","market":"us","language":"zh","title":"昨夜今晨:纳指连涨10日,辉瑞大涨、Peloton暴跌35%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196211835","media":"老虎资讯综合","summary":"摘要:\n10月非农数据超预期,美股全线收高,纳指连涨10日;\n尾盘现收购传闻 McAfee大涨20%,Peloton股价重挫35%,冻结人员招聘;热门中概股多数走低,\n“蔚小理”齐齐下挫。\n\n海外市场","content":"<blockquote>\n <b>摘要:</b> \n <b>10月非农数据超预期,美股全线收高,纳指连涨10日;</b> \n <b>尾盘现收购传闻 McAfee大涨20%,Peloton股价重挫35%,冻结人员招聘;热门中概股多数走低,</b> \n <b>“蔚小理”齐齐下挫。</b>\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>1、纳指连涨10日,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>制药大涨近11%</b></p>\n<p>美股三大指数盘中齐创历史新高,纳指、标普500指数连续7天创新高,纳指盘中一度突破16000点整数关口。截止收盘,道指上涨203.72点,报36327.95点,涨幅0.56%;纳指上涨31.28点,报15971.59点,涨幅0.20%;标普500指数上涨17.47点,报4697.53点,涨幅0.37%。本周道指上涨1.42%,纳指上涨3.05%,标普500指数上涨2%。标普500指数录得连续第7个交易日上涨,纳指连续第10个交易日上涨。</p>\n<p><b>热门股表现</b></p>\n<p>美国科技龙头多数走强。其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.36%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.64%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.21%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.38%、Meta涨1.57%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.11%、<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨4.43%、<a href=\"https://laohu8.com/S/AMD\">AMD</a>跌0.84%、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.16%、奈飞跌3.39%。</p>\n<p>经济重启概念集体大涨,其中<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨1.08%、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨0.95%、<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨5.77%、联合航空涨7.26%、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨8.05%、<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨8.95%、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨7.83%、<a href=\"https://laohu8.com/S/BA\">波音</a>涨5.37%。</p>\n<p>辉瑞制药大涨逾11%,此前该公司宣布其一款新冠药物可将高风险患者的住院率和死亡率降低89%。辉瑞CEO表示,公司计划在感恩节前向美国食品药品监督管理局提交药物授权申请。辉瑞董事会成员Gottlieb预测美国的新冠病毒大流行可能会在1月份结束。</p>\n<p>健身平台和互动跑步机与健身车制造商Peloton股价暴跌35.3%。受健身爱好者纷纷返回健身房、减少居家锻炼,该公司报告亏损远超预期,并下调了全年业绩展望。</p>\n<p>经济复苏概念股<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>大涨15.7%,此前该公司表示,旅行需求的复苏推动其营收和盈利均超出分析师预期。</p>\n<p><b>2、热门中概股走低,“蔚小理”齐齐下挫</b></p>\n<p>热门中概股周五收盘多数走低,<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超10%,途牛涨超7%,<a href=\"https://laohu8.com/S/FENG\">凤凰新媒体</a>涨近7%,携程、<a href=\"https://laohu8.com/S/YJ\">云集</a>涨超5%,<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超1%。</p>\n<p><a href=\"https://laohu8.com/S/TC\">团车</a>跌超8%,雾芯科技跌8%,一起教育、<a href=\"https://laohu8.com/S/IFBD\">讯鸟软件</a>跌超7%,<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>跌近7%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>、<a href=\"https://laohu8.com/S/UCL\">优克联</a>跌超6%,<a href=\"https://laohu8.com/S/VIOT\">云米科技</a>、<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>跌超5%,比特数字跌近4%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌超3%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、唯品、<a href=\"https://laohu8.com/S/YMM\">满帮</a>跌超2%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>)、联代科技跌近2%,<a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超1%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌近1%。</p>\n<p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌近2%。</p>\n<p><b>3、欧股三大指数集体上涨 法国CAC40指数涨0.76%</b></p>\n<p>欧洲时间周五,欧股三大指数集体上涨,截止收盘,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数报收于7303.96点,较前一交易日上涨24.05点,涨幅为0.33%;德国DAX30指数报收于16054.36点,较前一交易日上涨24.71点,涨幅为0.15%;法国CAC40指数报收于7040.79点,较前一交易日上涨53.00点,涨幅为0.76%。</p>\n<p><b>4、国际油价上涨 美油涨超3%</b></p>\n<p>美东时间周五,国际油价上涨,截止收盘,纽约12月原油期货收涨2.46美元,涨幅3.12%,报81.27美元/桶;布伦特1月原油期货收涨2.20美元,涨幅2.73%,报82.74美元/桶。</p>\n<p><b>5、国际金价收涨1.3% 本周累涨约1.8%</b></p>\n<p>美东时间周五,国际金价上涨,截止收盘,纽约商品交易所黄金期货市场交投最活跃的12月黄金期价5日比前一交易日上涨23.3美元,收于每盎司1816.8美元,涨幅为1.3%,本周累计上涨大约1.8%。</p>\n<p><b>国际宏观</b></p>\n<p><b>1、美国10月非农就业人数增加53.1万</b></p>\n<p>当地时间11月5日,美国劳工部公布的数据显示,10月美国非农就业人数增加53.1万,好于市场预期的45万。休闲和酒店业、商业服务、制造业、运输和仓储等领域的就业人数增长显著,公共教育领域的就业人数则有所下降。</p>\n<p><b>2、美联储主席遴选进入关键期 据悉拜登在白宫会见鲍威尔和Brainard</b></p>\n<p>知情人士透露,美国总统拜登周四在白宫会见了美联储主席鲍威尔和理事Lael Brainard,拜登仍在考虑明年将由谁领导美联储,目前尚未做出最终决定。鲍威尔任期将在明年2月到期,如果拜登决定不让他连任,Brainard将是最可能的继任人选。</p>\n<p><b>3、众议院将于周五表决基础设施法案,推迟表决逾1.75万亿美元支出法案</b></p>\n<p>美国众议院议长佩洛西安排周五就5500亿美元的基础设施法案进行投票表决,但推迟表决规模更大的税收和支出法案。众议院民主党人尚未就逾1.75万亿美元的税收和支出法案达成共识,可能在一周休会期结束后再投票表决是否通过该法案。不过,众议院将在周五围绕该法案进行程序性投票,以便晚些时候进行下一步投票。</p>\n<p><b>4、北美肥料价格指数再创历史新高</b></p>\n<p>当地时间周五,Green Markets北美肥料价格指数继续创出历史新高。这项始于2002年的价格指数在周五续涨3%至1048美元/短吨,在过去的一年半时间里已经翻了三倍有余。造成最近一轮化肥价格走高的原因正是此前的欧洲天然气危机,欧洲大陆上多家大型氮肥厂因为无法承担高昂的生产成本纷纷关门,从而造成全球范围内的供给短缺。</p>\n<p><b>5、沙特阿美大幅上调油价 此前OPEC+无视拜登增产呼吁</b></p>\n<p>在OPEC+无视拜登的增产呼吁之后一天,沙特阿美又向石油市场发出个看涨讯号,对该国原油的所有买家上调了官方售价。</p>\n<p><b>6、通胀风险和美联储对策引来神仙打架 萨默斯与克鲁格曼唱反调</b></p>\n<p>经济学家保罗·克鲁格曼认为,美联储不要急于加息,因为通胀将被证明是暂时的,不值得冒经济衰退的风险去对付。但同为经济学家的前美国财长劳伦斯·萨默斯不赞同这个观点。</p>\n<p><b>7、英国向欧盟释放缓和信号:暂时不动用紧急条款</b></p>\n<p>据媒体报道,英国谈判代表周五表示,英国不会触发脱欧协议中的紧急条款,即第16条条款。所谓的第16条条款允许英国和欧盟任何一方采取单边行动,前提是一方认为脱欧后的贸易协议明显损害他们的利益。</p>\n<p><b>公司新闻</b></p>\n<p><b>1、辉瑞披露新冠口服药显著降低住院概率</b></p>\n<p>周五盘前,全球医药行业市值第一的辉瑞公司发布声明,表示公司研发中的蛋白酶抑制剂PF-07321332与抗病毒药利托纳韦联合使用,在实验中能够将轻、中症且存在基础疾病的患者住院或死亡概率降低89%。辉瑞公司将向美国FDA申请紧急使用授权。</p>\n<p>受到这一消息影响,辉瑞股价周五大涨10.86%,市值达到2725亿美元。疫苗概念股BioNTech、Moderna跌幅均接近20%。需要强调的是,新冠口服药是控制疫情的重要工具,但无法替代疫苗的作用。</p>\n<p><b>2、亚马逊等公司向FCC申请部署3.8万颗低轨宽带卫星</b></p>\n<p>根据媒体统计,在本周截止的美国联邦通讯委员会(FCC)最新一轮商用频谱许可证受理窗口中,亚马逊、波音等公司总共提交近3.8万颗低轨宽带卫星部署的申请。分析指出,这种做法的意图在于先圈住未来发展的空间,再研究如何实现如此大规模的部署。</p>\n<p><b>3、Peloton股价重挫35% 冻结人员招聘</b></p>\n<p>在疫情期间脱颖而出的居家健身设备和媒体供应商Peloton正遭遇疫情消退带来的冲击,公司在周四盘后公布的财报逊于预期,同时下调了全年营收指引,导致股价周五大跌35.35%,市值蒸发近百亿美元。媒体报道称,在周五举行的公司大会上,管理层宣布立即冻结所有部门的招聘,持续时间尚不清楚。</p>\n<p><b>4、尾盘现收购传闻 McAfee大涨20%</b></p>\n<p>据媒体接近收盘时报道,安全软件公司McAfee接近以超过百亿美元的估值被私募股权公司Advent收购,目前谈判仍在进行,有可能在下周一对外官宣。受到该消息影响,McAfee收盘涨20.04%,市值达到110亿美元。</p>\n<p><b>5、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>确认Bolt电动车工厂将继续停产三周</b></p>\n<p>通用汽车周五确认,此前因电动车电池起火隐患而停产的密歇根Orion工厂将继续停产三周。据悉这家工厂主要生产雪佛兰Bolt电动车,在今年八月宣布召回后便处于停产状态,公司目前将恢复生产的日程表定在12月6日。</p>\n<p><b>6、意大利检方对波音零部件供应商展开新调查</b></p>\n<p>据外媒报道,知情人士透露,意大利检方对波音787零部件供应商MPS展开了新的调查,有关零部件是否有缺陷和是否可能构成安全风险。MPS所有者的律师表示,MPS通过意大利<a href=\"https://laohu8.com/S/0ONG.UK\">莱昂纳多</a>公司提供给波音的零部件不存在安全风险。波音拒绝就调查置评。</p>\n<p><b>7、发力Titan造车项目 苹果聘请前特斯拉自动驾驶软件主管</b></p>\n<p>据知情人士透露,苹果公司为其开发自动驾驶汽车的团队聘请了前特斯拉自动驾驶软件主管Christopher “CJ” Moore。</p>\n<p><b>8、Facebook发力元宇宙的第一步:打造实体店展示虚拟现实机</b></p>\n<p>据媒体报道,Meta公司(前身为Facebook)在公司会议上讨论了在全世界开设实体零售店的想法,用来展示Meta旗下的VR头显以及AR眼镜等产品。</p>\n<p><b>9、特斯拉暴涨背后:散户赚钱 公募基金很受伤</b></p>\n<p>特斯拉近期股价的快速上涨,令专注于投资增长型股票的美国共同基金“很受伤”,因为他们的表现相对于大盘标的不佳,也即“相对业绩表现”落后。</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>昨夜今晨:纳指连涨10日,辉瑞大涨、Peloton暴跌35%</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昨夜今晨:纳指连涨10日,辉瑞大涨、Peloton暴跌35%\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\">2021-11-06 07:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要:</b> \n <b>10月非农数据超预期,美股全线收高,纳指连涨10日;</b> \n <b>尾盘现收购传闻 McAfee大涨20%,Peloton股价重挫35%,冻结人员招聘;热门中概股多数走低,</b> \n <b>“蔚小理”齐齐下挫。</b>\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>1、纳指连涨10日,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>制药大涨近11%</b></p>\n<p>美股三大指数盘中齐创历史新高,纳指、标普500指数连续7天创新高,纳指盘中一度突破16000点整数关口。截止收盘,道指上涨203.72点,报36327.95点,涨幅0.56%;纳指上涨31.28点,报15971.59点,涨幅0.20%;标普500指数上涨17.47点,报4697.53点,涨幅0.37%。本周道指上涨1.42%,纳指上涨3.05%,标普500指数上涨2%。标普500指数录得连续第7个交易日上涨,纳指连续第10个交易日上涨。</p>\n<p><b>热门股表现</b></p>\n<p>美国科技龙头多数走强。其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.36%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.64%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.21%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.38%、Meta涨1.57%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.11%、<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨4.43%、<a href=\"https://laohu8.com/S/AMD\">AMD</a>跌0.84%、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌0.16%、奈飞跌3.39%。</p>\n<p>经济重启概念集体大涨,其中<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨1.08%、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>涨0.95%、<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨5.77%、联合航空涨7.26%、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨8.05%、<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨8.95%、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨7.83%、<a href=\"https://laohu8.com/S/BA\">波音</a>涨5.37%。</p>\n<p>辉瑞制药大涨逾11%,此前该公司宣布其一款新冠药物可将高风险患者的住院率和死亡率降低89%。辉瑞CEO表示,公司计划在感恩节前向美国食品药品监督管理局提交药物授权申请。辉瑞董事会成员Gottlieb预测美国的新冠病毒大流行可能会在1月份结束。</p>\n<p>健身平台和互动跑步机与健身车制造商Peloton股价暴跌35.3%。受健身爱好者纷纷返回健身房、减少居家锻炼,该公司报告亏损远超预期,并下调了全年业绩展望。</p>\n<p>经济复苏概念股<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>大涨15.7%,此前该公司表示,旅行需求的复苏推动其营收和盈利均超出分析师预期。</p>\n<p><b>2、热门中概股走低,“蔚小理”齐齐下挫</b></p>\n<p>热门中概股周五收盘多数走低,<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超10%,途牛涨超7%,<a href=\"https://laohu8.com/S/FENG\">凤凰新媒体</a>涨近7%,携程、<a href=\"https://laohu8.com/S/YJ\">云集</a>涨超5%,<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超1%。</p>\n<p><a href=\"https://laohu8.com/S/TC\">团车</a>跌超8%,雾芯科技跌8%,一起教育、<a href=\"https://laohu8.com/S/IFBD\">讯鸟软件</a>跌超7%,<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>跌近7%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>、<a href=\"https://laohu8.com/S/UCL\">优克联</a>跌超6%,<a href=\"https://laohu8.com/S/VIOT\">云米科技</a>、<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>跌超5%,比特数字跌近4%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌超3%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、唯品、<a href=\"https://laohu8.com/S/YMM\">满帮</a>跌超2%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>)、联代科技跌近2%,<a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超1%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌近1%。</p>\n<p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌近2%。</p>\n<p><b>3、欧股三大指数集体上涨 法国CAC40指数涨0.76%</b></p>\n<p>欧洲时间周五,欧股三大指数集体上涨,截止收盘,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数报收于7303.96点,较前一交易日上涨24.05点,涨幅为0.33%;德国DAX30指数报收于16054.36点,较前一交易日上涨24.71点,涨幅为0.15%;法国CAC40指数报收于7040.79点,较前一交易日上涨53.00点,涨幅为0.76%。</p>\n<p><b>4、国际油价上涨 美油涨超3%</b></p>\n<p>美东时间周五,国际油价上涨,截止收盘,纽约12月原油期货收涨2.46美元,涨幅3.12%,报81.27美元/桶;布伦特1月原油期货收涨2.20美元,涨幅2.73%,报82.74美元/桶。</p>\n<p><b>5、国际金价收涨1.3% 本周累涨约1.8%</b></p>\n<p>美东时间周五,国际金价上涨,截止收盘,纽约商品交易所黄金期货市场交投最活跃的12月黄金期价5日比前一交易日上涨23.3美元,收于每盎司1816.8美元,涨幅为1.3%,本周累计上涨大约1.8%。</p>\n<p><b>国际宏观</b></p>\n<p><b>1、美国10月非农就业人数增加53.1万</b></p>\n<p>当地时间11月5日,美国劳工部公布的数据显示,10月美国非农就业人数增加53.1万,好于市场预期的45万。休闲和酒店业、商业服务、制造业、运输和仓储等领域的就业人数增长显著,公共教育领域的就业人数则有所下降。</p>\n<p><b>2、美联储主席遴选进入关键期 据悉拜登在白宫会见鲍威尔和Brainard</b></p>\n<p>知情人士透露,美国总统拜登周四在白宫会见了美联储主席鲍威尔和理事Lael Brainard,拜登仍在考虑明年将由谁领导美联储,目前尚未做出最终决定。鲍威尔任期将在明年2月到期,如果拜登决定不让他连任,Brainard将是最可能的继任人选。</p>\n<p><b>3、众议院将于周五表决基础设施法案,推迟表决逾1.75万亿美元支出法案</b></p>\n<p>美国众议院议长佩洛西安排周五就5500亿美元的基础设施法案进行投票表决,但推迟表决规模更大的税收和支出法案。众议院民主党人尚未就逾1.75万亿美元的税收和支出法案达成共识,可能在一周休会期结束后再投票表决是否通过该法案。不过,众议院将在周五围绕该法案进行程序性投票,以便晚些时候进行下一步投票。</p>\n<p><b>4、北美肥料价格指数再创历史新高</b></p>\n<p>当地时间周五,Green Markets北美肥料价格指数继续创出历史新高。这项始于2002年的价格指数在周五续涨3%至1048美元/短吨,在过去的一年半时间里已经翻了三倍有余。造成最近一轮化肥价格走高的原因正是此前的欧洲天然气危机,欧洲大陆上多家大型氮肥厂因为无法承担高昂的生产成本纷纷关门,从而造成全球范围内的供给短缺。</p>\n<p><b>5、沙特阿美大幅上调油价 此前OPEC+无视拜登增产呼吁</b></p>\n<p>在OPEC+无视拜登的增产呼吁之后一天,沙特阿美又向石油市场发出个看涨讯号,对该国原油的所有买家上调了官方售价。</p>\n<p><b>6、通胀风险和美联储对策引来神仙打架 萨默斯与克鲁格曼唱反调</b></p>\n<p>经济学家保罗·克鲁格曼认为,美联储不要急于加息,因为通胀将被证明是暂时的,不值得冒经济衰退的风险去对付。但同为经济学家的前美国财长劳伦斯·萨默斯不赞同这个观点。</p>\n<p><b>7、英国向欧盟释放缓和信号:暂时不动用紧急条款</b></p>\n<p>据媒体报道,英国谈判代表周五表示,英国不会触发脱欧协议中的紧急条款,即第16条条款。所谓的第16条条款允许英国和欧盟任何一方采取单边行动,前提是一方认为脱欧后的贸易协议明显损害他们的利益。</p>\n<p><b>公司新闻</b></p>\n<p><b>1、辉瑞披露新冠口服药显著降低住院概率</b></p>\n<p>周五盘前,全球医药行业市值第一的辉瑞公司发布声明,表示公司研发中的蛋白酶抑制剂PF-07321332与抗病毒药利托纳韦联合使用,在实验中能够将轻、中症且存在基础疾病的患者住院或死亡概率降低89%。辉瑞公司将向美国FDA申请紧急使用授权。</p>\n<p>受到这一消息影响,辉瑞股价周五大涨10.86%,市值达到2725亿美元。疫苗概念股BioNTech、Moderna跌幅均接近20%。需要强调的是,新冠口服药是控制疫情的重要工具,但无法替代疫苗的作用。</p>\n<p><b>2、亚马逊等公司向FCC申请部署3.8万颗低轨宽带卫星</b></p>\n<p>根据媒体统计,在本周截止的美国联邦通讯委员会(FCC)最新一轮商用频谱许可证受理窗口中,亚马逊、波音等公司总共提交近3.8万颗低轨宽带卫星部署的申请。分析指出,这种做法的意图在于先圈住未来发展的空间,再研究如何实现如此大规模的部署。</p>\n<p><b>3、Peloton股价重挫35% 冻结人员招聘</b></p>\n<p>在疫情期间脱颖而出的居家健身设备和媒体供应商Peloton正遭遇疫情消退带来的冲击,公司在周四盘后公布的财报逊于预期,同时下调了全年营收指引,导致股价周五大跌35.35%,市值蒸发近百亿美元。媒体报道称,在周五举行的公司大会上,管理层宣布立即冻结所有部门的招聘,持续时间尚不清楚。</p>\n<p><b>4、尾盘现收购传闻 McAfee大涨20%</b></p>\n<p>据媒体接近收盘时报道,安全软件公司McAfee接近以超过百亿美元的估值被私募股权公司Advent收购,目前谈判仍在进行,有可能在下周一对外官宣。受到该消息影响,McAfee收盘涨20.04%,市值达到110亿美元。</p>\n<p><b>5、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>确认Bolt电动车工厂将继续停产三周</b></p>\n<p>通用汽车周五确认,此前因电动车电池起火隐患而停产的密歇根Orion工厂将继续停产三周。据悉这家工厂主要生产雪佛兰Bolt电动车,在今年八月宣布召回后便处于停产状态,公司目前将恢复生产的日程表定在12月6日。</p>\n<p><b>6、意大利检方对波音零部件供应商展开新调查</b></p>\n<p>据外媒报道,知情人士透露,意大利检方对波音787零部件供应商MPS展开了新的调查,有关零部件是否有缺陷和是否可能构成安全风险。MPS所有者的律师表示,MPS通过意大利<a href=\"https://laohu8.com/S/0ONG.UK\">莱昂纳多</a>公司提供给波音的零部件不存在安全风险。波音拒绝就调查置评。</p>\n<p><b>7、发力Titan造车项目 苹果聘请前特斯拉自动驾驶软件主管</b></p>\n<p>据知情人士透露,苹果公司为其开发自动驾驶汽车的团队聘请了前特斯拉自动驾驶软件主管Christopher “CJ” Moore。</p>\n<p><b>8、Facebook发力元宇宙的第一步:打造实体店展示虚拟现实机</b></p>\n<p>据媒体报道,Meta公司(前身为Facebook)在公司会议上讨论了在全世界开设实体零售店的想法,用来展示Meta旗下的VR头显以及AR眼镜等产品。</p>\n<p><b>9、特斯拉暴涨背后:散户赚钱 公募基金很受伤</b></p>\n<p>特斯拉近期股价的快速上涨,令专注于投资增长型股票的美国共同基金“很受伤”,因为他们的表现相对于大盘标的不佳,也即“相对业绩表现”落后。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","03086":"华夏纳指","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","PFE":"辉瑞","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196211835","content_text":"摘要:\n10月非农数据超预期,美股全线收高,纳指连涨10日;\n尾盘现收购传闻 McAfee大涨20%,Peloton股价重挫35%,冻结人员招聘;热门中概股多数走低,\n“蔚小理”齐齐下挫。\n\n海外市场\n1、纳指连涨10日,辉瑞制药大涨近11%\n美股三大指数盘中齐创历史新高,纳指、标普500指数连续7天创新高,纳指盘中一度突破16000点整数关口。截止收盘,道指上涨203.72点,报36327.95点,涨幅0.56%;纳指上涨31.28点,报15971.59点,涨幅0.20%;标普500指数上涨17.47点,报4697.53点,涨幅0.37%。本周道指上涨1.42%,纳指上涨3.05%,标普500指数上涨2%。标普500指数录得连续第7个交易日上涨,纳指连续第10个交易日上涨。\n热门股表现\n美国科技龙头多数走强。其中苹果涨0.36%、特斯拉跌0.64%、亚马逊涨1.21%、谷歌涨0.38%、Meta涨1.57%、微软跌0.11%、高通涨4.43%、AMD跌0.84%、英伟达跌0.16%、奈飞跌3.39%。\n经济重启概念集体大涨,其中雪佛龙涨1.08%、埃克森美孚涨0.95%、美国航空涨5.77%、联合航空涨7.26%、达美航空涨8.05%、皇家加勒比邮轮涨8.95%、挪威邮轮涨7.83%、波音涨5.37%。\n辉瑞制药大涨逾11%,此前该公司宣布其一款新冠药物可将高风险患者的住院率和死亡率降低89%。辉瑞CEO表示,公司计划在感恩节前向美国食品药品监督管理局提交药物授权申请。辉瑞董事会成员Gottlieb预测美国的新冠病毒大流行可能会在1月份结束。\n健身平台和互动跑步机与健身车制造商Peloton股价暴跌35.3%。受健身爱好者纷纷返回健身房、减少居家锻炼,该公司报告亏损远超预期,并下调了全年业绩展望。\n经济复苏概念股Expedia大涨15.7%,此前该公司表示,旅行需求的复苏推动其营收和盈利均超出分析师预期。\n2、热门中概股走低,“蔚小理”齐齐下挫\n热门中概股周五收盘多数走低,掌门教育涨超10%,途牛涨超7%,凤凰新媒体涨近7%,携程、云集涨超5%,斗鱼、趣头条涨超1%。\n团车跌超8%,雾芯科技跌8%,一起教育、讯鸟软件跌超7%,微美全息跌近7%,嘉楠科技、优克联跌超6%,云米科技、涂鸦智能跌超5%,比特数字跌近4%,阿里巴巴、拼多多、京东、中网载线跌超3%,百度、腾讯ADR、网易有道、唯品、满帮跌超2%,爱奇艺)、联代科技跌近2%,猎豹移动、金山云、迅雷、每日优鲜跌超1%,哔哩哔哩、腾讯音乐跌近1%。\n新能源汽车股中,小鹏汽车跌超3%,理想汽车跌3%,蔚来汽车跌近2%。\n3、欧股三大指数集体上涨 法国CAC40指数涨0.76%\n欧洲时间周五,欧股三大指数集体上涨,截止收盘,英国富时100指数报收于7303.96点,较前一交易日上涨24.05点,涨幅为0.33%;德国DAX30指数报收于16054.36点,较前一交易日上涨24.71点,涨幅为0.15%;法国CAC40指数报收于7040.79点,较前一交易日上涨53.00点,涨幅为0.76%。\n4、国际油价上涨 美油涨超3%\n美东时间周五,国际油价上涨,截止收盘,纽约12月原油期货收涨2.46美元,涨幅3.12%,报81.27美元/桶;布伦特1月原油期货收涨2.20美元,涨幅2.73%,报82.74美元/桶。\n5、国际金价收涨1.3% 本周累涨约1.8%\n美东时间周五,国际金价上涨,截止收盘,纽约商品交易所黄金期货市场交投最活跃的12月黄金期价5日比前一交易日上涨23.3美元,收于每盎司1816.8美元,涨幅为1.3%,本周累计上涨大约1.8%。\n国际宏观\n1、美国10月非农就业人数增加53.1万\n当地时间11月5日,美国劳工部公布的数据显示,10月美国非农就业人数增加53.1万,好于市场预期的45万。休闲和酒店业、商业服务、制造业、运输和仓储等领域的就业人数增长显著,公共教育领域的就业人数则有所下降。\n2、美联储主席遴选进入关键期 据悉拜登在白宫会见鲍威尔和Brainard\n知情人士透露,美国总统拜登周四在白宫会见了美联储主席鲍威尔和理事Lael Brainard,拜登仍在考虑明年将由谁领导美联储,目前尚未做出最终决定。鲍威尔任期将在明年2月到期,如果拜登决定不让他连任,Brainard将是最可能的继任人选。\n3、众议院将于周五表决基础设施法案,推迟表决逾1.75万亿美元支出法案\n美国众议院议长佩洛西安排周五就5500亿美元的基础设施法案进行投票表决,但推迟表决规模更大的税收和支出法案。众议院民主党人尚未就逾1.75万亿美元的税收和支出法案达成共识,可能在一周休会期结束后再投票表决是否通过该法案。不过,众议院将在周五围绕该法案进行程序性投票,以便晚些时候进行下一步投票。\n4、北美肥料价格指数再创历史新高\n当地时间周五,Green Markets北美肥料价格指数继续创出历史新高。这项始于2002年的价格指数在周五续涨3%至1048美元/短吨,在过去的一年半时间里已经翻了三倍有余。造成最近一轮化肥价格走高的原因正是此前的欧洲天然气危机,欧洲大陆上多家大型氮肥厂因为无法承担高昂的生产成本纷纷关门,从而造成全球范围内的供给短缺。\n5、沙特阿美大幅上调油价 此前OPEC+无视拜登增产呼吁\n在OPEC+无视拜登的增产呼吁之后一天,沙特阿美又向石油市场发出个看涨讯号,对该国原油的所有买家上调了官方售价。\n6、通胀风险和美联储对策引来神仙打架 萨默斯与克鲁格曼唱反调\n经济学家保罗·克鲁格曼认为,美联储不要急于加息,因为通胀将被证明是暂时的,不值得冒经济衰退的风险去对付。但同为经济学家的前美国财长劳伦斯·萨默斯不赞同这个观点。\n7、英国向欧盟释放缓和信号:暂时不动用紧急条款\n据媒体报道,英国谈判代表周五表示,英国不会触发脱欧协议中的紧急条款,即第16条条款。所谓的第16条条款允许英国和欧盟任何一方采取单边行动,前提是一方认为脱欧后的贸易协议明显损害他们的利益。\n公司新闻\n1、辉瑞披露新冠口服药显著降低住院概率\n周五盘前,全球医药行业市值第一的辉瑞公司发布声明,表示公司研发中的蛋白酶抑制剂PF-07321332与抗病毒药利托纳韦联合使用,在实验中能够将轻、中症且存在基础疾病的患者住院或死亡概率降低89%。辉瑞公司将向美国FDA申请紧急使用授权。\n受到这一消息影响,辉瑞股价周五大涨10.86%,市值达到2725亿美元。疫苗概念股BioNTech、Moderna跌幅均接近20%。需要强调的是,新冠口服药是控制疫情的重要工具,但无法替代疫苗的作用。\n2、亚马逊等公司向FCC申请部署3.8万颗低轨宽带卫星\n根据媒体统计,在本周截止的美国联邦通讯委员会(FCC)最新一轮商用频谱许可证受理窗口中,亚马逊、波音等公司总共提交近3.8万颗低轨宽带卫星部署的申请。分析指出,这种做法的意图在于先圈住未来发展的空间,再研究如何实现如此大规模的部署。\n3、Peloton股价重挫35% 冻结人员招聘\n在疫情期间脱颖而出的居家健身设备和媒体供应商Peloton正遭遇疫情消退带来的冲击,公司在周四盘后公布的财报逊于预期,同时下调了全年营收指引,导致股价周五大跌35.35%,市值蒸发近百亿美元。媒体报道称,在周五举行的公司大会上,管理层宣布立即冻结所有部门的招聘,持续时间尚不清楚。\n4、尾盘现收购传闻 McAfee大涨20%\n据媒体接近收盘时报道,安全软件公司McAfee接近以超过百亿美元的估值被私募股权公司Advent收购,目前谈判仍在进行,有可能在下周一对外官宣。受到该消息影响,McAfee收盘涨20.04%,市值达到110亿美元。\n5、通用汽车确认Bolt电动车工厂将继续停产三周\n通用汽车周五确认,此前因电动车电池起火隐患而停产的密歇根Orion工厂将继续停产三周。据悉这家工厂主要生产雪佛兰Bolt电动车,在今年八月宣布召回后便处于停产状态,公司目前将恢复生产的日程表定在12月6日。\n6、意大利检方对波音零部件供应商展开新调查\n据外媒报道,知情人士透露,意大利检方对波音787零部件供应商MPS展开了新的调查,有关零部件是否有缺陷和是否可能构成安全风险。MPS所有者的律师表示,MPS通过意大利莱昂纳多公司提供给波音的零部件不存在安全风险。波音拒绝就调查置评。\n7、发力Titan造车项目 苹果聘请前特斯拉自动驾驶软件主管\n据知情人士透露,苹果公司为其开发自动驾驶汽车的团队聘请了前特斯拉自动驾驶软件主管Christopher “CJ” Moore。\n8、Facebook发力元宇宙的第一步:打造实体店展示虚拟现实机\n据媒体报道,Meta公司(前身为Facebook)在公司会议上讨论了在全世界开设实体零售店的想法,用来展示Meta旗下的VR头显以及AR眼镜等产品。\n9、特斯拉暴涨背后:散户赚钱 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Corp(APXT)$老虎怎么显示市值1.7亿,这不让人算错吗,太坑了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398054176","isVote":1,"tweetType":1,"viewCount":480,"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,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"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":189514535,"gmtCreate":1623281728227,"gmtModify":1631891164124,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a 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15:27","market":"us","language":"zh","title":"亚马逊被意大利反垄断机构罚款11.28亿欧元","url":"https://stock-news.laohu8.com/highlight/detail?id=1141567584","media":"老虎资讯综合","summary":"12月9日,意大利反垄断机构表示,亚马逊因涉嫌滥用市场支配地位被处以超过11.28亿欧元的罚款。","content":"<p>12月9日,意大利反垄断机构表示,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>因涉嫌滥用市场支配地位被处以超过11.28亿欧元的罚款。</p>\n<p><img src=\"https://static.tigerbbs.com/18755a2e3a35b95d085ee645101f61e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>亚马逊被意大利反垄断机构罚款11.28亿欧元</title>\n<style 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href=\"https://laohu8.com/S/AMZN\">亚马逊</a>因涉嫌滥用市场支配地位被处以超过11.28亿欧元的罚款。</p>\n<p><img src=\"https://static.tigerbbs.com/18755a2e3a35b95d085ee645101f61e7\" tg-width=\"840\" tg-height=\"470\" 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10:38","market":"other","language":"zh","title":"恒生科技指数跌幅扩大至2%,平安好医生跌近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136747327","media":"老虎资讯综合","summary":"11月1日讯,恒生科技指数跌幅扩大至2%,平安好医生跌近8%领跌成分股,腾讯、阿里跌近3%。","content":"<p>11月1日讯,恒生科技指数跌幅扩大至2%,<a href=\"https://laohu8.com/S/01833\">平安好医生</a>跌近8%领跌成分股,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里跌近3%。<img src=\"https://static.tigerbbs.com/965260c176b443345adb05fb4a0b1d0a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>恒生科技指数跌幅扩大至2%,平安好医生跌近8%</title>\n<style 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href=\"https://laohu8.com/S/01833\">平安好医生</a>跌近8%领跌成分股,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里跌近3%。<img src=\"https://static.tigerbbs.com/965260c176b443345adb05fb4a0b1d0a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"HSTECH":"恒生科技指数","01833":"平安好医生"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136747327","content_text":"11月1日讯,恒生科技指数跌幅扩大至2%,平安好医生跌近8%领跌成分股,腾讯、阿里跌近3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890460758,"gmtCreate":1628128668474,"gmtModify":1631891164100,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"员工持股这么高","listText":"员工持股这么高","text":"员工持股这么高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890460758","repostId":"1126412569","repostType":4,"repost":{"id":"1126412569","kind":"news","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":1628127590,"share":"https://www.laohu8.com/m/news/1126412569?lang=&edition=full","pubTime":"2021-08-05 09:39","market":"hk","language":"zh","title":"快手38.82亿股解禁,公司股价大跌5%报价100港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126412569","media":"老虎资讯综合","summary":"8月5日讯,快手$(01024)$跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.8","content":"<p>8月5日讯,快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。<img src=\"https://static.tigerbbs.com/e1d627650d33b307c096303881ff06ec\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.81%,按照目前股价,解禁市值为3882亿港元,CEO宿华及Reach Best持股比例达11.8%,控股股东程一笑先生及Ke Yong持股比例达9.36%。<img src=\"https://static.tigerbbs.com/9cad43f903387d0cea0a1f244c6fd2bc\" tg-width=\"550\" tg-height=\"611\" referrerpolicy=\"no-referrer\">控股股东以外,现有员工持股平台持有28.61亿限售股,持股比例占69.64%。基石投资者持有1.65亿股,持股比例占4.02%,包括富达国际、GIC、<a href=\"https://laohu8.com/S/BX\">黑石</a>、阿布扎比投资局、淡马锡等10名基石。值得注意的是,快手招股价115港元,最新价格105港元,基石们全部处于浮亏状态。</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>快手38.82亿股解禁,公司股价大跌5%报价100港元</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{ 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{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快手38.82亿股解禁,公司股价大跌5%报价100港元\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\">2021-08-05 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月5日讯,快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。<img src=\"https://static.tigerbbs.com/e1d627650d33b307c096303881ff06ec\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.81%,按照目前股价,解禁市值为3882亿港元,CEO宿华及Reach Best持股比例达11.8%,控股股东程一笑先生及Ke Yong持股比例达9.36%。<img src=\"https://static.tigerbbs.com/9cad43f903387d0cea0a1f244c6fd2bc\" tg-width=\"550\" tg-height=\"611\" referrerpolicy=\"no-referrer\">控股股东以外,现有员工持股平台持有28.61亿限售股,持股比例占69.64%。基石投资者持有1.65亿股,持股比例占4.02%,包括富达国际、GIC、<a href=\"https://laohu8.com/S/BX\">黑石</a>、阿布扎比投资局、淡马锡等10名基石。值得注意的是,快手招股价115港元,最新价格105港元,基石们全部处于浮亏状态。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126412569","content_text":"8月5日讯,快手$(01024)$跌超5%,跌破100港元关口,快手38.82亿股解禁,较招股价一手亏1500港元。快手已经上市半年,按照文件披露,今日有38.82亿股股票解禁,占发行后股本的94.81%,按照目前股价,解禁市值为3882亿港元,CEO宿华及Reach Best持股比例达11.8%,控股股东程一笑先生及Ke Yong持股比例达9.36%。控股股东以外,现有员工持股平台持有28.61亿限售股,持股比例占69.64%。基石投资者持有1.65亿股,持股比例占4.02%,包括富达国际、GIC、黑石、阿布扎比投资局、淡马锡等10名基石。值得注意的是,快手招股价115港元,最新价格105港元,基石们全部处于浮亏状态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172256676,"gmtCreate":1626963647695,"gmtModify":1631891164114,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"??这就等不及了?","listText":"??这就等不及了?","text":"??这就等不及了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172256676","repostId":"1140748099","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125201714,"gmtCreate":1624673603238,"gmtModify":1631885337053,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>不争气…","listText":"<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>不争气…","text":"$诺瓦瓦克斯医药(NVAX)$不争气…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125201714","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329426429,"gmtCreate":1615272291361,"gmtModify":1703486551615,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>当初因为这个大泡沫一直犹豫最后还是投入了恒生科技指数,果然逃不掉崩盘","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>当初因为这个大泡沫一直犹豫最后还是投入了恒生科技指数,果然逃不掉崩盘","text":"$美团-W(03690)$当初因为这个大泡沫一直犹豫最后还是投入了恒生科技指数,果然逃不掉崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329426429","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313429763,"gmtCreate":1611746558952,"gmtModify":1703752950650,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"狂欢结束?","listText":"狂欢结束?","text":"狂欢结束?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313429763","repostId":"1166561387","repostType":4,"repost":{"id":"1166561387","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611746338,"share":"https://www.laohu8.com/m/news/1166561387?lang=&edition=full","pubTime":"2021-01-27 19:18","market":"us","language":"zh","title":"机构认输!市场消息称,对冲基金Melvin Capital平仓游戏驿站空头头寸","url":"https://stock-news.laohu8.com/highlight/detail?id=1166561387","media":"老虎资讯综合","summary":"1月27日美股盘前时段,市场消息称,对冲基金Melvin Capital平仓对$游戏驿站$的空头头寸。值得注意的是,有消息称,《大空头》原型Micheal Burry呼吁SEC对游戏驿站股价上涨进行调查。但对于对冲基金Melvin来说,这可能只是巨额亏损的其中一隅。而这其中被波及的对冲基金肯定不只是Melvin Capital一家。值得注意的是,今日早些时候,网传知名对冲基金Melvin Capital因跟散户作对做空GameStop而濒临破产。","content":"<p>1月27日美股盘前时段,市场消息称,对冲基金Melvin Capital平仓对<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>的空头头寸。</p><p>游戏驿站此前连续大涨,该股昨日暴涨92%,近3日累涨243%,月内已累涨685%。</p><p>昨日收盘后,特斯拉CEO马斯克转发了Reddit论坛里股民聚集区wallstreetbets的地址链接,并配以“Gamestonk”的感叹。</p><p>值得注意的是,有消息称,《大空头》原型Micheal Burry呼吁SEC对游戏驿站股价上涨进行调查。而美监管机构也已盯上了这只股票,称其期权交易存在系统性错误。</p><p>截至发稿,游戏驿站涨幅回落至86.61%,报约276美元。此前,游戏驿站一度暴涨超140%,股价最高超过360美元。</p><p><img src=\"https://static.tigerbbs.com/935174069fe32642b80ca1b11f19b213\" tg-width=\"739\" tg-height=\"500\" referrerpolicy=\"no-referrer\">GameStop的暴涨令较早就坚定阵营的做空者不得不承受惨烈的盯市浮亏。但对于对冲基金Melvin来说,这可能只是巨额亏损的其中一隅。</p><p>加州分析员表示,不止GameStop,散户紧追不舍的“围猎”之下,<b>Melvin坚持做空的其余多只股票同样出现暴涨,几乎将其逼到爆仓。而这其中被波及的对冲基金肯定不只是Melvin Capital一家</b>。</p><p>而多只做空个股暴涨使得这家多年来领先同行的老牌对冲基金,新年伊始就遭遇了业绩滑铁卢。截止上周五,2021年仅仅过去三周的时间,Melvin已经大幅亏损30%,乃至不得不向同行请求资金援助。</p><p>据华尔街日报周一报道,对冲基金Citadel和Point72预计将向Melvin投资27.5亿美元,以稳定该公司运营。其中Citadel将投资20亿美元,Point72将投资7.5亿美元。</p><p>另据报道称,Melvin还可能会在2月1日从其他投资者那里获得10亿美元的额外注资,投资者将获得Melvinl的非控制性收入份额。注资预计将有助于Melvin维持资金稳定。</p><p>值得注意的是,今日早些时候,网传知名对冲基金Melvin Capital因跟散户作对做空GameStop而濒临破产。</p><p><img src=\"https://static.tigerbbs.com/6c482df5a989c904f27ec2a9286e328d\" tg-width=\"592\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p>值得一提的是,对许多对冲基金来说,今年空头仓位巨亏,多仓却也没好到哪去。基金公司多头头寸最多的股票中,Square、Roku和Peloton Interactive周二均下跌了至少3%。彭博表示,这使得对冲基金正在以逾一年来最快速度降低风险偏好。</p><p>据加州分析员,<b>自年初以来高盛的对冲基金VIP做多股票指数(蓝线)和做空拥挤股票指数(白线)之间的spread已经高达38%。这个幅度是参与其中的对冲基金很难承受的</b>。</p><p><img src=\"https://static.tigerbbs.com/f718cd152797464025bcb7432250b08e\" tg-width=\"838\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p><p>而从下图可以更直接地看到对冲基金砍仓多头的行为。据传几家投行的prime desk都录得了2019年来最大的de-grossing平仓交易,直接是三个标准差的水平。</p><p><img src=\"https://static.tigerbbs.com/a494583cb7c69d5e5e2580c4516b5a6b\" tg-width=\"798\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p>此前,标普大盘在周一也短暂跳过一次水,当时就有传闻基金受不了要砸盘把逼空趋势扭转,这才有了当时Gamestop从150跳水到60的惊天一幕。</p><p><img src=\"https://static.tigerbbs.com/6170caeef7d9c5dbc0655716ddc14cd9\" tg-width=\"1080\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>分析人士指出,如果这个事情继续恶化,目前看来虽然不会造成LTCM之类的事件,但是重演2020年9月由软银引发的跳水(10%)还是很有可能的。</p><p>GME的此番涨势,主要由于Reddit的WallStreetBets论坛的用户对该股进行了大肆吹捧,而该论坛是散户的聚集地和大本营,且以“打爆空头”为终身使命。</p><p>早前,Reddit论坛中的散户曾多次发布“动员书”,动员论坛内用户打爆空头,并计划在周五将GME的股价维持在175美元点位。如果今日GME开盘价超过175美元,Melvin Capital将会被迫清仓所有多头仓位,这将导致该机构直接破产。</p><p><img src=\"https://static.tigerbbs.com/39a2bd87bacdb0db2f2e00e12eff8235\" tg-width=\"1080\" tg-height=\"1169\" referrerpolicy=\"no-referrer\"></p><p>这波散户以“消灭空头”为由而吹捧起来的泡沫,何时才会结束呢?</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>机构认输!市场消息称,对冲基金Melvin Capital平仓游戏驿站空头头寸</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 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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机构认输!市场消息称,对冲基金Melvin Capital平仓游戏驿站空头头寸\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\">2021-01-27 19:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月27日美股盘前时段,市场消息称,对冲基金Melvin Capital平仓对<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>的空头头寸。</p><p>游戏驿站此前连续大涨,该股昨日暴涨92%,近3日累涨243%,月内已累涨685%。</p><p>昨日收盘后,特斯拉CEO马斯克转发了Reddit论坛里股民聚集区wallstreetbets的地址链接,并配以“Gamestonk”的感叹。</p><p>值得注意的是,有消息称,《大空头》原型Micheal Burry呼吁SEC对游戏驿站股价上涨进行调查。而美监管机构也已盯上了这只股票,称其期权交易存在系统性错误。</p><p>截至发稿,游戏驿站涨幅回落至86.61%,报约276美元。此前,游戏驿站一度暴涨超140%,股价最高超过360美元。</p><p><img src=\"https://static.tigerbbs.com/935174069fe32642b80ca1b11f19b213\" tg-width=\"739\" tg-height=\"500\" referrerpolicy=\"no-referrer\">GameStop的暴涨令较早就坚定阵营的做空者不得不承受惨烈的盯市浮亏。但对于对冲基金Melvin来说,这可能只是巨额亏损的其中一隅。</p><p>加州分析员表示,不止GameStop,散户紧追不舍的“围猎”之下,<b>Melvin坚持做空的其余多只股票同样出现暴涨,几乎将其逼到爆仓。而这其中被波及的对冲基金肯定不只是Melvin Capital一家</b>。</p><p>而多只做空个股暴涨使得这家多年来领先同行的老牌对冲基金,新年伊始就遭遇了业绩滑铁卢。截止上周五,2021年仅仅过去三周的时间,Melvin已经大幅亏损30%,乃至不得不向同行请求资金援助。</p><p>据华尔街日报周一报道,对冲基金Citadel和Point72预计将向Melvin投资27.5亿美元,以稳定该公司运营。其中Citadel将投资20亿美元,Point72将投资7.5亿美元。</p><p>另据报道称,Melvin还可能会在2月1日从其他投资者那里获得10亿美元的额外注资,投资者将获得Melvinl的非控制性收入份额。注资预计将有助于Melvin维持资金稳定。</p><p>值得注意的是,今日早些时候,网传知名对冲基金Melvin Capital因跟散户作对做空GameStop而濒临破产。</p><p><img src=\"https://static.tigerbbs.com/6c482df5a989c904f27ec2a9286e328d\" tg-width=\"592\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p>值得一提的是,对许多对冲基金来说,今年空头仓位巨亏,多仓却也没好到哪去。基金公司多头头寸最多的股票中,Square、Roku和Peloton Interactive周二均下跌了至少3%。彭博表示,这使得对冲基金正在以逾一年来最快速度降低风险偏好。</p><p>据加州分析员,<b>自年初以来高盛的对冲基金VIP做多股票指数(蓝线)和做空拥挤股票指数(白线)之间的spread已经高达38%。这个幅度是参与其中的对冲基金很难承受的</b>。</p><p><img src=\"https://static.tigerbbs.com/f718cd152797464025bcb7432250b08e\" tg-width=\"838\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p><p>而从下图可以更直接地看到对冲基金砍仓多头的行为。据传几家投行的prime desk都录得了2019年来最大的de-grossing平仓交易,直接是三个标准差的水平。</p><p><img src=\"https://static.tigerbbs.com/a494583cb7c69d5e5e2580c4516b5a6b\" tg-width=\"798\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p>此前,标普大盘在周一也短暂跳过一次水,当时就有传闻基金受不了要砸盘把逼空趋势扭转,这才有了当时Gamestop从150跳水到60的惊天一幕。</p><p><img src=\"https://static.tigerbbs.com/6170caeef7d9c5dbc0655716ddc14cd9\" tg-width=\"1080\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>分析人士指出,如果这个事情继续恶化,目前看来虽然不会造成LTCM之类的事件,但是重演2020年9月由软银引发的跳水(10%)还是很有可能的。</p><p>GME的此番涨势,主要由于Reddit的WallStreetBets论坛的用户对该股进行了大肆吹捧,而该论坛是散户的聚集地和大本营,且以“打爆空头”为终身使命。</p><p>早前,Reddit论坛中的散户曾多次发布“动员书”,动员论坛内用户打爆空头,并计划在周五将GME的股价维持在175美元点位。如果今日GME开盘价超过175美元,Melvin Capital将会被迫清仓所有多头仓位,这将导致该机构直接破产。</p><p><img src=\"https://static.tigerbbs.com/39a2bd87bacdb0db2f2e00e12eff8235\" tg-width=\"1080\" tg-height=\"1169\" referrerpolicy=\"no-referrer\"></p><p>这波散户以“消灭空头”为由而吹捧起来的泡沫,何时才会结束呢?</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eaa2c45cf70f617f2a492ecb0fcce5f","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166561387","content_text":"1月27日美股盘前时段,市场消息称,对冲基金Melvin Capital平仓对游戏驿站的空头头寸。游戏驿站此前连续大涨,该股昨日暴涨92%,近3日累涨243%,月内已累涨685%。昨日收盘后,特斯拉CEO马斯克转发了Reddit论坛里股民聚集区wallstreetbets的地址链接,并配以“Gamestonk”的感叹。值得注意的是,有消息称,《大空头》原型Micheal Burry呼吁SEC对游戏驿站股价上涨进行调查。而美监管机构也已盯上了这只股票,称其期权交易存在系统性错误。截至发稿,游戏驿站涨幅回落至86.61%,报约276美元。此前,游戏驿站一度暴涨超140%,股价最高超过360美元。GameStop的暴涨令较早就坚定阵营的做空者不得不承受惨烈的盯市浮亏。但对于对冲基金Melvin来说,这可能只是巨额亏损的其中一隅。加州分析员表示,不止GameStop,散户紧追不舍的“围猎”之下,Melvin坚持做空的其余多只股票同样出现暴涨,几乎将其逼到爆仓。而这其中被波及的对冲基金肯定不只是Melvin Capital一家。而多只做空个股暴涨使得这家多年来领先同行的老牌对冲基金,新年伊始就遭遇了业绩滑铁卢。截止上周五,2021年仅仅过去三周的时间,Melvin已经大幅亏损30%,乃至不得不向同行请求资金援助。据华尔街日报周一报道,对冲基金Citadel和Point72预计将向Melvin投资27.5亿美元,以稳定该公司运营。其中Citadel将投资20亿美元,Point72将投资7.5亿美元。另据报道称,Melvin还可能会在2月1日从其他投资者那里获得10亿美元的额外注资,投资者将获得Melvinl的非控制性收入份额。注资预计将有助于Melvin维持资金稳定。值得注意的是,今日早些时候,网传知名对冲基金Melvin Capital因跟散户作对做空GameStop而濒临破产。值得一提的是,对许多对冲基金来说,今年空头仓位巨亏,多仓却也没好到哪去。基金公司多头头寸最多的股票中,Square、Roku和Peloton Interactive周二均下跌了至少3%。彭博表示,这使得对冲基金正在以逾一年来最快速度降低风险偏好。据加州分析员,自年初以来高盛的对冲基金VIP做多股票指数(蓝线)和做空拥挤股票指数(白线)之间的spread已经高达38%。这个幅度是参与其中的对冲基金很难承受的。而从下图可以更直接地看到对冲基金砍仓多头的行为。据传几家投行的prime desk都录得了2019年来最大的de-grossing平仓交易,直接是三个标准差的水平。此前,标普大盘在周一也短暂跳过一次水,当时就有传闻基金受不了要砸盘把逼空趋势扭转,这才有了当时Gamestop从150跳水到60的惊天一幕。分析人士指出,如果这个事情继续恶化,目前看来虽然不会造成LTCM之类的事件,但是重演2020年9月由软银引发的跳水(10%)还是很有可能的。GME的此番涨势,主要由于Reddit的WallStreetBets论坛的用户对该股进行了大肆吹捧,而该论坛是散户的聚集地和大本营,且以“打爆空头”为终身使命。早前,Reddit论坛中的散户曾多次发布“动员书”,动员论坛内用户打爆空头,并计划在周五将GME的股价维持在175美元点位。如果今日GME开盘价超过175美元,Melvin Capital将会被迫清仓所有多头仓位,这将导致该机构直接破产。这波散户以“消灭空头”为由而吹捧起来的泡沫,何时才会结束呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337681761,"gmtCreate":1611135019053,"gmtModify":1703748232085,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>纳尼?!?!","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>纳尼?!?!","text":"$富途控股(FUTU)$纳尼?!?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337681761","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338063341,"gmtCreate":1609775885983,"gmtModify":1703740468280,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>垃圾票都不让做空咯","listText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>垃圾票都不让做空咯","text":"$第九城市(NCTY)$垃圾票都不让做空咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338063341","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398828645,"gmtCreate":1606873388387,"gmtModify":1703845030954,"author":{"id":"3554984919173566","authorId":"3554984919173566","name":"rayang","avatar":"https://static.tigerbbs.com/715eda6d34f88cd16876b38c21d9300a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554984919173566","idStr":"3554984919173566"},"themes":[],"htmlText":"靠投资收益拉净利,这要杀一波估值了","listText":"靠投资收益拉净利,这要杀一波估值了","text":"靠投资收益拉净利,这要杀一波估值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398828645","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}