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尘游
2020-12-22
$欢聚集团(YY)$
管理层在兑换bigo期权了 迟早学新浪砸到低价私有化
尘游
2020-12-17
$斗鱼(DOYU)$
$虎牙(HUYA)$ 说一下了解的情况,斗鱼和虎牙的合并案会作为互联网反垄断的一个执法尺度准绳。也就是说不会不通过,而是会详尽审核,在允许合并的基础上明确说明什么是可以做的,什么是不可以做的。毕竟所有反垄断政策的初心也不是反对集中(其实集中是一种资源优化),而是利用集中的优势市场地位不正当盈利。
尘游
2020-12-17
$斗鱼(DOYU)$
$虎牙(HUYA)$ 说一下了解的情况,斗鱼和虎牙的合并案会作为互联网反垄断的一个执法尺度准绳。也就是说不会不通过,而是会详尽审核,在允许合并的基础上明确说明什么是可以做的,什么是不可以做的。毕竟所有反垄断政策的初心也不是反对集中(其实集中是一种资源优化),而是利用集中的优势市场地位不正当盈利。
尘游
2020-12-11
最终约束性协议了 没机会反悔 但可以在截止日期前拖一阵子 不要让自己成为做空对象
百度或因浑水做空而延长收购YY的交易时间
去老虎APP查看更多动态
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说一下了解的情况,斗鱼和虎牙的合并案会作为互联网反垄断的一个执法尺度准绳。也就是说不会不通过,而是会详尽审核,在允许合并的基础上明确说明什么是可以做的,什么是不可以做的。毕竟所有反垄断政策的初心也不是反对集中(其实集中是一种资源优化),而是利用集中的优势市场地位不正当盈利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397888005","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395849465,"gmtCreate":1607626254157,"gmtModify":1703849181387,"author":{"id":"3561524609528362","authorId":"3561524609528362","name":"尘游","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561524609528362","authorIdStr":"3561524609528362"},"themes":[],"htmlText":"最终约束性协议了 没机会反悔 但可以在截止日期前拖一阵子 不要让自己成为做空对象","listText":"最终约束性协议了 没机会反悔 但可以在截止日期前拖一阵子 不要让自己成为做空对象","text":"最终约束性协议了 没机会反悔 但可以在截止日期前拖一阵子 不要让自己成为做空对象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395849465","repostId":"1185469317","repostType":2,"repost":{"id":"1185469317","kind":"news","pubTimestamp":1607593746,"share":"https://www.laohu8.com/m/news/1185469317?lang=&edition=full","pubTime":"2020-12-10 17:49","market":"us","language":"zh","title":"百度或因浑水做空而延长收购YY的交易时间","url":"https://stock-news.laohu8.com/highlight/detail?id=1185469317","media":"长庚科技","summary":"这并不意味着百度认可了浑水的报告,而是出于对自身股价的考虑。","content":"<p>文/长庚君</p><p>今日有消息人士爆料,受此前浑水做空YY的影响,<a href=\"https://laohu8.com/S/BIDU\">百度</a>可能延长收购YY的交易时间。对方透露,这并不意味着百度认可了浑水的报告,而是出于对自身股价的考虑。</p><p>公开信息显示,11月18日浑水发布做空YY的报告后,百度股价一周内从151美元附近暴跌至132美元附近。随着浑水做空报告影响力的减弱,百度股价已经涨回150美元以上。</p><p><img src=\"https://static.tigerbbs.com/a2282a13ded3cffdc0dcc331c3abf7d8\" tg-width=\"840\" tg-height=\"470\"></p><p>此外,投资银行<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、投资公司Zacks也在近期分别上调了百度的目标股价。其中瑞银将百度目标股价从130美元上调至190美元,Zacks将百度目标价上调至185美元。</p><p>值得注意的是,两家机构上调百度股价都是基于对百度AI战略的看好,而不是对收购YY的看好。Zacks更是认为,百度已成功转型为中国人工智能领域的头部企业。</p><p>长庚君在Seeking Alpha上也查阅到大量分析师对百度AI前景的看好报告,多数分析师认为百度的AI价值还没有被市场了解,因此股价处于低估阶段。</p><p>10月初,StockDweebs曾发布报告透露,百度、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、 GRWG、美联航和ABT是他们向投资者推荐的Top5公司,其中百度在首位。StockDweebs认为,百度的风险指数是5分(满分10分)。</p><p>消息人士称,浑水发布针对YY的做空报告前,百度已经委托多家第三方机构完成了尽职调查,而调查报告并没有显示出YY出现大规模的收入造假行为。</p><p>对方称,本来双方的收购交易已经接近尾声,但因为浑水对YY的做空报告还会继续,百度可能会选择观望而延长交易时间。</p><p>“延长交易时间可能是百度不想再因为未来市场对YY的做空而影响自身股价。”消息人士表示。</p><p>谈及百度是否会因为浑水的做空报告而放弃收购YY时,该人士表示目前尚没有看到百度有类似计划。</p><p>11月17日,百度宣布与<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>签署最终约束性协议,以现金全资收购欢聚集团国内直播业务(即“YY直播”),总交易金额约为36亿美元,交易预期将于2021年上半年完成交割。消息宣布当日,百度股价下跌2%,YY股价上涨5%。</p><p>百度官宣收购YY次日,浑水发布做空YY的报告,YY股价当日暴跌近30%,从108美元的高点跌至70美元,不过随后几个交易日中,YY股价快速上涨,目前企稳在85美元附近。而百度股价则因浑水做空YY的影响,股价出现5连跌,从151美元跌至132美元,之后受到多家机构上调百度目标股价的影响,百度股价重新站回150美元以上。</p><p>截稿前,百度方面并未回应上述消息。</p>","source":"lsy1575616094547","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>百度或因浑水做空而延长收购YY的交易时间</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百度或因浑水做空而延长收购YY的交易时间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-10 17:49 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2020-12-10/doc-iiznezxs6232672.shtml><strong>长庚科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/长庚君今日有消息人士爆料,受此前浑水做空YY的影响,百度可能延长收购YY的交易时间。对方透露,这并不意味着百度认可了浑水的报告,而是出于对自身股价的考虑。公开信息显示,11月18日浑水发布做空YY的报告后,百度股价一周内从151美元附近暴跌至132美元附近。随着浑水做空报告影响力的减弱,百度股价已经涨回150美元以上。此外,投资银行瑞银、投资公司Zacks也在近期分别上调了百度的目标股价。其中...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2020-12-10/doc-iiznezxs6232672.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/9c9083ea560ad849832bc28e4921bb34","relate_stocks":{"BIDU":"百度","YY":"欢聚集团"},"source_url":"http://finance.sina.com.cn/tech/csj/2020-12-10/doc-iiznezxs6232672.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185469317","content_text":"文/长庚君今日有消息人士爆料,受此前浑水做空YY的影响,百度可能延长收购YY的交易时间。对方透露,这并不意味着百度认可了浑水的报告,而是出于对自身股价的考虑。公开信息显示,11月18日浑水发布做空YY的报告后,百度股价一周内从151美元附近暴跌至132美元附近。随着浑水做空报告影响力的减弱,百度股价已经涨回150美元以上。此外,投资银行瑞银、投资公司Zacks也在近期分别上调了百度的目标股价。其中瑞银将百度目标股价从130美元上调至190美元,Zacks将百度目标价上调至185美元。值得注意的是,两家机构上调百度股价都是基于对百度AI战略的看好,而不是对收购YY的看好。Zacks更是认为,百度已成功转型为中国人工智能领域的头部企业。长庚君在Seeking Alpha上也查阅到大量分析师对百度AI前景的看好报告,多数分析师认为百度的AI价值还没有被市场了解,因此股价处于低估阶段。10月初,StockDweebs曾发布报告透露,百度、特斯拉、 GRWG、美联航和ABT是他们向投资者推荐的Top5公司,其中百度在首位。StockDweebs认为,百度的风险指数是5分(满分10分)。消息人士称,浑水发布针对YY的做空报告前,百度已经委托多家第三方机构完成了尽职调查,而调查报告并没有显示出YY出现大规模的收入造假行为。对方称,本来双方的收购交易已经接近尾声,但因为浑水对YY的做空报告还会继续,百度可能会选择观望而延长交易时间。“延长交易时间可能是百度不想再因为未来市场对YY的做空而影响自身股价。”消息人士表示。谈及百度是否会因为浑水的做空报告而放弃收购YY时,该人士表示目前尚没有看到百度有类似计划。11月17日,百度宣布与欢聚集团签署最终约束性协议,以现金全资收购欢聚集团国内直播业务(即“YY直播”),总交易金额约为36亿美元,交易预期将于2021年上半年完成交割。消息宣布当日,百度股价下跌2%,YY股价上涨5%。百度官宣收购YY次日,浑水发布做空YY的报告,YY股价当日暴跌近30%,从108美元的高点跌至70美元,不过随后几个交易日中,YY股价快速上涨,目前企稳在85美元附近。而百度股价则因浑水做空YY的影响,股价出现5连跌,从151美元跌至132美元,之后受到多家机构上调百度目标股价的影响,百度股价重新站回150美元以上。截稿前,百度方面并未回应上述消息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":397888627,"gmtCreate":1608219613369,"gmtModify":1703851900722,"author":{"id":"3561524609528362","authorId":"3561524609528362","name":"尘游","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561524609528362","authorIdStr":"3561524609528362"},"themes":[],"htmlText":"<a 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说一下了解的情况,斗鱼和虎牙的合并案会作为互联网反垄断的一个执法尺度准绳。也就是说不会不通过,而是会详尽审核,在允许合并的基础上明确说明什么是可以做的,什么是不可以做的。毕竟所有反垄断政策的初心也不是反对集中(其实集中是一种资源优化),而是利用集中的优势市场地位不正当盈利。","text":"$斗鱼(DOYU)$ $虎牙(HUYA)$ 说一下了解的情况,斗鱼和虎牙的合并案会作为互联网反垄断的一个执法尺度准绳。也就是说不会不通过,而是会详尽审核,在允许合并的基础上明确说明什么是可以做的,什么是不可以做的。毕竟所有反垄断政策的初心也不是反对集中(其实集中是一种资源优化),而是利用集中的优势市场地位不正当盈利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397888005","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395849465,"gmtCreate":1607626254157,"gmtModify":1703849181387,"author":{"id":"3561524609528362","authorId":"3561524609528362","name":"尘游","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561524609528362","authorIdStr":"3561524609528362"},"themes":[],"htmlText":"最终约束性协议了 没机会反悔 但可以在截止日期前拖一阵子 不要让自己成为做空对象","listText":"最终约束性协议了 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