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爱喝咖啡的凤梨罐头
一晒收益+收益率见光死。老老实实发财。
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爱喝咖啡的凤梨罐头
2021-12-03
这篇文章不错,转发给大家看
@七虎:
$拼多多(PDD)$
投资不能光看当前价格低于均线就敢于重仓,结果就是死得很惨。还是要有敢于割肉离场的勇气,割肉离场不要光看已经损失的那个数字,更重要是为了避免更大的损失
爱喝咖啡的凤梨罐头
2021-12-03
这篇文章不错,转发给大家看
抱歉,原内容已删除
爱喝咖啡的凤梨罐头
2021-11-19
这篇文章不错,转发给大家看
@期权小班长:最适合sell put的季节来了
爱喝咖啡的凤梨罐头
2021-11-19
这篇文章不错,转发给大家看
@wakaka:
$逸仙电商(YSG)$
靠,这货果然有点诡异,虽然掏对了,下跌前撤退,但是今天的下跌没看出来,典型的做套。突破和做套 区别在哪 因为我买入的时候能感受到资金变化的区别,但是旁观者就看不清。他是一蹲一跳的上涨,故意诱导你上车,突破个股是蹲一下然后快速离开成本区,做套个股这个阶段是没问题的,一旦突然加速就背离危险,只不过有的做套个股还能挺几天有的直接拉夸。
爱喝咖啡的凤梨罐头
2021-11-18
这篇文章不错,转发给大家看
@漫投资:B站自己才是用爱发电的大户💗🔋
爱喝咖啡的凤梨罐头
2021-11-15
这篇文章不错,转发给大家看
@护哇哇:
$哔哩哔哩(BILI)$
都要哭了,从一百多的成本梭进去中途一直加杠杆加仓,再爆仓的边缘来回试探,今晚终于泛绿了[流泪] [流泪] [流泪] 不容易啊。以后永不满仓,不再碰中概股
爱喝咖啡的凤梨罐头
2021-10-05
这篇文章不错,转发给大家看
@问就是加仓up:爆亏之后,活着最重要
爱喝咖啡的凤梨罐头
2021-08-26
吃一堑长一智[难过]
爱喝咖啡的凤梨罐头
2021-08-19
淡定淡定,半年报集中发送,这几天向好是必然,不要 一头慢热追赶接盘。高抛低吸。注意业绩导向,多看报表。
爱喝咖啡的凤梨罐头
2021-08-18
这篇文章不错,转发给大家看
@锦缎:吉利汽车走向边缘
爱喝咖啡的凤梨罐头
2021-08-17
这篇文章不错,转发给大家看
@域外编撰者:一文带你了解壳公司(SPAC)
爱喝咖啡的凤梨罐头
2021-08-13
这篇文章不错,转发给大家看看
抱歉,原内容已删除
爱喝咖啡的凤梨罐头
2021-07-28
这篇文章不错,转发给大家看看
@小瑙抚:
$富途控股(FUTU)$
这股105-120一大堆套牢盘,小心诱多哇,A股港股感觉并没有跌透彻,这股什么时候有暴跌后的V字涨什么时候就可以买了。
爱喝咖啡的凤梨罐头
2021-07-24
这篇文章不错,转发给大家看看
@好文:【转】这次凉的,不只是教育行业…
爱喝咖啡的凤梨罐头
2021-07-23
这篇文章不错,转发给大家看看
抱歉,原内容已删除
爱喝咖啡的凤梨罐头
2021-07-23
这篇文章不错,转发给大家看看
@丫丫港股圈:天伦燃气(1600.HK):新股东、新赛道、新估值
爱喝咖啡的凤梨罐头
2021-07-23
这篇文章不错,转发给大家看看
@智通财经APP:珠海港(000507.SZ)入股天伦燃气(01600)逻辑探究
爱喝咖啡的凤梨罐头
2021-06-28
提前挖坟[笑哭] //
@空无一物
:哔哩哔哩,不可能很牛批,只是一帮沉迷于动漫和游戏的不务正业的孩子们的游乐园,而已。 我断定,五年后,B站就会拉垮。
大摩:予哔哩哔哩(BILI.US)目标价155美元 评级“增持”
爱喝咖啡的凤梨罐头
2021-06-25
这篇文章不错,转发给大家看看
@看遍世界景赚足天下钱:关于教育股的思考
爱喝咖啡的凤梨罐头
2021-03-18
$拼多多(PDD)$
要忍!要爆粗口了。现在已经过了拼流量的时代,乃至各方电商平台,拼实力的时候到了。京东,拼多多的流量都是众所周知都是水分极多,拼多多更为明显啊,京东的最强优势是联合会员搞的深入人心,购物从品质和速度出发都是值得购买的。而多多现在,大概只有红包提现和农业这条路了……农业这条路说实话,淘宝京东美团没有一个没参与……后面拼多多拿什么拼?拼多多的香气扑鼻简单来说是便宜,淘宝也有等价的同款便宜货……
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>投资不能光看当前价格低于均线就敢于重仓,结果就是死得很惨。还是要有敢于割肉离场的勇气,割肉离场不要光看已经损失的那个数字,更重要是为了避免更大的损失","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>投资不能光看当前价格低于均线就敢于重仓,结果就是死得很惨。还是要有敢于割肉离场的勇气,割肉离场不要光看已经损失的那个数字,更重要是为了避免更大的损失","text":"$拼多多(PDD)$投资不能光看当前价格低于均线就敢于重仓,结果就是死得很惨。还是要有敢于割肉离场的勇气,割肉离场不要光看已经损失的那个数字,更重要是为了避免更大的损失","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601431479","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601431582,"gmtCreate":1638545842644,"gmtModify":1638545842644,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601431582","repostId":"2188529374","repostType":2,"isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876396053,"gmtCreate":1637257380356,"gmtModify":1637257380356,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876396053","repostId":"876060765","repostType":1,"repost":{"id":876060765,"gmtCreate":1637245084053,"gmtModify":1637246913506,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"最适合sell put的季节来了","htmlText":"呵呵,去年什么行情,今年什么行情?拿去年的这个时间段期待,你不是坑人吗? 唉,现在的年轻人咋都火气这么大呢? 昨天文章开头讲了一下<a href=\"https://laohu8.com/TW/878105193\" target=\"_blank\">我对未来几个月的看法</a>:纳指往年11月~2月的走势情况表现都比较牛。这个往年,可不是仅指去年啊。我还特意翻了翻历史行情: 涨麻了 2019年,冲向9000点新高 2018年,被宏观深深伤害的一年 印象深刻,当时很多人认为纳指7000点后有大回调,结果大吃一惊 印象深刻,很多人看跌特朗普上任,认为美国药丸,结果大吃一惊 2015年股灾大崩盘,即使如此也要维持横盘过圣诞 总结下来,华尔街这帮人习惯每年在这个时间段捞钱。那是不是买FANNG最稳?不一定,有些公司横盘不涨。但你反过来考虑,就是选了一只股票,最差也是横盘,所以很适合sell put。今日卖put池: 标的代码 到期日 行权价 权利金 隐含波动率 备注 本周曾推荐 仅做跟踪记录 BILI 2021/11/26 70 0.22 62% 有风险 SE 2021/11/26 260 0.5 63% —————— PDD 2021/11/26 80 1.28 86% —————— V 2021/11/26 200 1.68 28% 有风险 BABA 2021/11/26 144 0.59 55% —————— DIDI 2021/11/26 8 0.09 63% —————— TSLA 2021/11/19 850 0.18 131% —————— NIO 2021/11/26 36 0.25 56% —————— XPEV 2021/11/26 41 0.45 96% —————— NVDA 2021/11/26","listText":"呵呵,去年什么行情,今年什么行情?拿去年的这个时间段期待,你不是坑人吗? 唉,现在的年轻人咋都火气这么大呢? 昨天文章开头讲了一下<a href=\"https://laohu8.com/TW/878105193\" target=\"_blank\">我对未来几个月的看法</a>:纳指往年11月~2月的走势情况表现都比较牛。这个往年,可不是仅指去年啊。我还特意翻了翻历史行情: 涨麻了 2019年,冲向9000点新高 2018年,被宏观深深伤害的一年 印象深刻,当时很多人认为纳指7000点后有大回调,结果大吃一惊 印象深刻,很多人看跌特朗普上任,认为美国药丸,结果大吃一惊 2015年股灾大崩盘,即使如此也要维持横盘过圣诞 总结下来,华尔街这帮人习惯每年在这个时间段捞钱。那是不是买FANNG最稳?不一定,有些公司横盘不涨。但你反过来考虑,就是选了一只股票,最差也是横盘,所以很适合sell put。今日卖put池: 标的代码 到期日 行权价 权利金 隐含波动率 备注 本周曾推荐 仅做跟踪记录 BILI 2021/11/26 70 0.22 62% 有风险 SE 2021/11/26 260 0.5 63% —————— PDD 2021/11/26 80 1.28 86% —————— V 2021/11/26 200 1.68 28% 有风险 BABA 2021/11/26 144 0.59 55% —————— DIDI 2021/11/26 8 0.09 63% —————— TSLA 2021/11/19 850 0.18 131% —————— NIO 2021/11/26 36 0.25 56% —————— XPEV 2021/11/26 41 0.45 96% —————— NVDA 2021/11/26","text":"呵呵,去年什么行情,今年什么行情?拿去年的这个时间段期待,你不是坑人吗? 唉,现在的年轻人咋都火气这么大呢? 昨天文章开头讲了一下我对未来几个月的看法:纳指往年11月~2月的走势情况表现都比较牛。这个往年,可不是仅指去年啊。我还特意翻了翻历史行情: 涨麻了 2019年,冲向9000点新高 2018年,被宏观深深伤害的一年 印象深刻,当时很多人认为纳指7000点后有大回调,结果大吃一惊 印象深刻,很多人看跌特朗普上任,认为美国药丸,结果大吃一惊 2015年股灾大崩盘,即使如此也要维持横盘过圣诞 总结下来,华尔街这帮人习惯每年在这个时间段捞钱。那是不是买FANNG最稳?不一定,有些公司横盘不涨。但你反过来考虑,就是选了一只股票,最差也是横盘,所以很适合sell put。今日卖put池: 标的代码 到期日 行权价 权利金 隐含波动率 备注 本周曾推荐 仅做跟踪记录 BILI 2021/11/26 70 0.22 62% 有风险 SE 2021/11/26 260 0.5 63% —————— PDD 2021/11/26 80 1.28 86% —————— V 2021/11/26 200 1.68 28% 有风险 BABA 2021/11/26 144 0.59 55% —————— DIDI 2021/11/26 8 0.09 63% —————— TSLA 2021/11/19 850 0.18 131% —————— NIO 2021/11/26 36 0.25 56% —————— XPEV 2021/11/26 41 0.45 96% —————— NVDA 2021/11/26","images":[{"img":"https://static.tigerbbs.com/3b6f25de15d52039d10605709fde886a","width":"1080","height":"903"},{"img":"https://static.tigerbbs.com/e73032457546c537eb06fe8583d9f0b1","width":"1080","height":"891"},{"img":"https://static.tigerbbs.com/884556be669686411034182aa0fee40f","width":"1041","height":"1642"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876060765","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876970841,"gmtCreate":1637253308710,"gmtModify":1637253308710,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876970841","repostId":"878231703","repostType":1,"repost":{"id":878231703,"gmtCreate":1637195704038,"gmtModify":1637195704038,"author":{"id":"3457427133180540","authorId":"3457427133180540","name":"wakaka","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>靠,这货果然有点诡异,虽然掏对了,下跌前撤退,但是今天的下跌没看出来,典型的做套。突破和做套 区别在哪 因为我买入的时候能感受到资金变化的区别,但是旁观者就看不清。他是一蹲一跳的上涨,故意诱导你上车,突破个股是蹲一下然后快速离开成本区,做套个股这个阶段是没问题的,一旦突然加速就背离危险,只不过有的做套个股还能挺几天有的直接拉夸。","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>靠,这货果然有点诡异,虽然掏对了,下跌前撤退,但是今天的下跌没看出来,典型的做套。突破和做套 区别在哪 因为我买入的时候能感受到资金变化的区别,但是旁观者就看不清。他是一蹲一跳的上涨,故意诱导你上车,突破个股是蹲一下然后快速离开成本区,做套个股这个阶段是没问题的,一旦突然加速就背离危险,只不过有的做套个股还能挺几天有的直接拉夸。","text":"$逸仙电商(YSG)$靠,这货果然有点诡异,虽然掏对了,下跌前撤退,但是今天的下跌没看出来,典型的做套。突破和做套 区别在哪 因为我买入的时候能感受到资金变化的区别,但是旁观者就看不清。他是一蹲一跳的上涨,故意诱导你上车,突破个股是蹲一下然后快速离开成本区,做套个股这个阶段是没问题的,一旦突然加速就背离危险,只不过有的做套个股还能挺几天有的直接拉夸。","images":[{"img":"https://static.tigerbbs.com/deb5341f26724a12c69b6a22ecbece2d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878231703","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876000766,"gmtCreate":1637239884701,"gmtModify":1637239884701,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876000766","repostId":"878544210","repostType":1,"repost":{"id":878544210,"gmtCreate":1637212493706,"gmtModify":1637212734681,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"B站自己才是用爱发电的大户💗🔋","htmlText":"期待已久的<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 财报终于公布了,整体来看,运营数据依然非常亮眼,说是国内互联网圈当红辣子鸡都不为过,但是从财务数据来看,除了拉胯还有什么呢用户规模先说B站用户数据,在暑期旺季期间,用户和UP主比翼双飞,飞轮效应明显。MAU增长3010万,同比增长30%。最可喜可贺的是UP主达到270万,同比速增高达61%,上个Q是240万,同比25%。新增视频是1001万,同比高达80%!喜欢刷B站的用户有没有这种感觉,B站的宝藏UP主们深藏不露,数量无限。只有你想不到的,没有你找不到的。用户数据好,同时质量也非常高。用户互动率全网第一没有任何争议,弹幕和一键三连的核心交互方式,不仅用户交互成本低,但是感官刺激却非常强。12月留存依然是80%+,用过B站的都说好,新用户不断涌入,老用户不流失,2023年MAU4亿不是梦!每日使用时长平均达到88分钟,创历史新高。核心原因是TV端MAU超越PC端,并且播放时长也长于其他终端,在大设备上看4K视频体验确实爽!收入模式Q3财报后股价大跌的核心问题还是B站的赚钱能力遭到了严重鄙视!Q3收入520亿,同比增幅61%,收入规模还算可以,也打败了花街预期。但是毛利只有19.6%,运营利润是-36.1%!看到占比41.4%收入分发成本了吗?这就是付给up主的费用,up主越来越多,视频越来越多,付给up主的费用就越来越多。问题是这个增速还大于收入的增速,原来B站才是用爱发电的大户,收入都补贴up主了。可是up主满意吗???顶流罗翔老师2千万粉丝,2年收入才40万。B站的飞轮模式挺好,就是up主越多,内容越多,导致消费内容的用户也会变多,再刺激更多的up主创造内容。但是这个飞轮持续运转的前提就是收入的增速要大于成本增速。","listText":"期待已久的<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 财报终于公布了,整体来看,运营数据依然非常亮眼,说是国内互联网圈当红辣子鸡都不为过,但是从财务数据来看,除了拉胯还有什么呢用户规模先说B站用户数据,在暑期旺季期间,用户和UP主比翼双飞,飞轮效应明显。MAU增长3010万,同比增长30%。最可喜可贺的是UP主达到270万,同比速增高达61%,上个Q是240万,同比25%。新增视频是1001万,同比高达80%!喜欢刷B站的用户有没有这种感觉,B站的宝藏UP主们深藏不露,数量无限。只有你想不到的,没有你找不到的。用户数据好,同时质量也非常高。用户互动率全网第一没有任何争议,弹幕和一键三连的核心交互方式,不仅用户交互成本低,但是感官刺激却非常强。12月留存依然是80%+,用过B站的都说好,新用户不断涌入,老用户不流失,2023年MAU4亿不是梦!每日使用时长平均达到88分钟,创历史新高。核心原因是TV端MAU超越PC端,并且播放时长也长于其他终端,在大设备上看4K视频体验确实爽!收入模式Q3财报后股价大跌的核心问题还是B站的赚钱能力遭到了严重鄙视!Q3收入520亿,同比增幅61%,收入规模还算可以,也打败了花街预期。但是毛利只有19.6%,运营利润是-36.1%!看到占比41.4%收入分发成本了吗?这就是付给up主的费用,up主越来越多,视频越来越多,付给up主的费用就越来越多。问题是这个增速还大于收入的增速,原来B站才是用爱发电的大户,收入都补贴up主了。可是up主满意吗???顶流罗翔老师2千万粉丝,2年收入才40万。B站的飞轮模式挺好,就是up主越多,内容越多,导致消费内容的用户也会变多,再刺激更多的up主创造内容。但是这个飞轮持续运转的前提就是收入的增速要大于成本增速。","text":"期待已久的$哔哩哔哩(BILI)$ 财报终于公布了,整体来看,运营数据依然非常亮眼,说是国内互联网圈当红辣子鸡都不为过,但是从财务数据来看,除了拉胯还有什么呢用户规模先说B站用户数据,在暑期旺季期间,用户和UP主比翼双飞,飞轮效应明显。MAU增长3010万,同比增长30%。最可喜可贺的是UP主达到270万,同比速增高达61%,上个Q是240万,同比25%。新增视频是1001万,同比高达80%!喜欢刷B站的用户有没有这种感觉,B站的宝藏UP主们深藏不露,数量无限。只有你想不到的,没有你找不到的。用户数据好,同时质量也非常高。用户互动率全网第一没有任何争议,弹幕和一键三连的核心交互方式,不仅用户交互成本低,但是感官刺激却非常强。12月留存依然是80%+,用过B站的都说好,新用户不断涌入,老用户不流失,2023年MAU4亿不是梦!每日使用时长平均达到88分钟,创历史新高。核心原因是TV端MAU超越PC端,并且播放时长也长于其他终端,在大设备上看4K视频体验确实爽!收入模式Q3财报后股价大跌的核心问题还是B站的赚钱能力遭到了严重鄙视!Q3收入520亿,同比增幅61%,收入规模还算可以,也打败了花街预期。但是毛利只有19.6%,运营利润是-36.1%!看到占比41.4%收入分发成本了吗?这就是付给up主的费用,up主越来越多,视频越来越多,付给up主的费用就越来越多。问题是这个增速还大于收入的增速,原来B站才是用爱发电的大户,收入都补贴up主了。可是up主满意吗???顶流罗翔老师2千万粉丝,2年收入才40万。B站的飞轮模式挺好,就是up主越多,内容越多,导致消费内容的用户也会变多,再刺激更多的up主创造内容。但是这个飞轮持续运转的前提就是收入的增速要大于成本增速。","images":[{"img":"https://static.tigerbbs.com/546a7bde0666bd171ea20122e32baa76","width":"1024","height":"533"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878544210","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871003879,"gmtCreate":1636990531866,"gmtModify":1636990531866,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871003879","repostId":"870048570","repostType":1,"repost":{"id":870048570,"gmtCreate":1636561940899,"gmtModify":1636675538392,"author":{"id":"3572513564663177","authorId":"3572513564663177","name":"护哇哇","avatar":"https://static.tigerbbs.com/103ba3420dac40f3c0ec4ff57b35575f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>都要哭了,从一百多的成本梭进去中途一直加杠杆加仓,再爆仓的边缘来回试探,今晚终于泛绿了[流泪] [流泪] [流泪] 不容易啊。以后永不满仓,不再碰中概股","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>都要哭了,从一百多的成本梭进去中途一直加杠杆加仓,再爆仓的边缘来回试探,今晚终于泛绿了[流泪] [流泪] [流泪] 不容易啊。以后永不满仓,不再碰中概股","text":"$哔哩哔哩(BILI)$都要哭了,从一百多的成本梭进去中途一直加杠杆加仓,再爆仓的边缘来回试探,今晚终于泛绿了[流泪] [流泪] [流泪] 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","listText":"吃一堑长一智[难过] ","text":"吃一堑长一智[难过]","images":[{"img":"https://static.tigerbbs.com/9fe54457fac3fa90043fed96ca65164f","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810071090","isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":831633573,"gmtCreate":1629310532692,"gmtModify":1629310532692,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"淡定淡定,半年报集中发送,这几天向好是必然,不要 一头慢热追赶接盘。高抛低吸。注意业绩导向,多看报表。","listText":"淡定淡定,半年报集中发送,这几天向好是必然,不要 一头慢热追赶接盘。高抛低吸。注意业绩导向,多看报表。","text":"淡定淡定,半年报集中发送,这几天向好是必然,不要 一头慢热追赶接盘。高抛低吸。注意业绩导向,多看报表。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831633573","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831034001,"gmtCreate":1629272053003,"gmtModify":1629272053003,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831034001","repostId":"894268203","repostType":1,"repost":{"id":894268203,"gmtCreate":1628829600000,"gmtModify":1628831062391,"author":{"id":"3558920476397107","authorId":"3558920476397107","name":"锦缎","avatar":"https://static.tigerbbs.com/e8eb9e41af832714b14f9e80dd7f2028","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"吉利汽车走向边缘","htmlText":"本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。 吉利汽车控股有限公司(HK:00175,下称吉利汽车)创始人李书福上世纪九十年代初曾到海南做房产投机,赔得身无分文后,他说“自己只能做实业”。 2010年,李书福收购沃尔沃轿车,2015-2018年,吉利汽车的销量从51万辆,提升到了150万辆,一跃成为中国乘用车自主品牌龙头。这期间,李书福从未用过股权融资手段。 进入2020年后,李书福却一反常态,在资本市场频频运作: 2020年2月,吉利汽车公告称,计划与沃尔沃汽车集团进行重组,将合并后的资产注入香港上市公司以及在斯德哥尔摩上市,让沃尔沃汽车进入资本市场; 2020年6月,吉利汽车发行6亿新股,募资64.47亿港币,这是十年来首次股权融资。同月,还宣布将发行股份、申请科创板上市; 2021年4月,吉利汽车公告称,计划对麾下电动车品牌“极氪”涉及到的相关公司股权做出系列变更,市场解读此举是为极氪单独上市做准备。 企业的资本运作无可厚非,但李书福在股权融资上的反常动作,却折射出吉利集团的战略转变。 《财经十一人》研究发现,吉利汽车已陷入窘境,公司战线过长,导致投入和成本不断上冲,而销量和业绩却反向下跌,公司经营风险越来越大。 对投资者而言,吉利汽车曾有两大潜在利好——沃尔沃注入和极氪电动车。但随着两者单飞,吉利汽车的想象空间越来越小。 01 经营窘境 一个调侃是:吉利拥有多少品牌和车型,恐怕连吉利内部人士也不一定清楚。 研发新车型,投入巨大。拥有诸多品牌、车型的吉利汽车,在销量节节攀高的同时,天价研发投入也让其步履沉重。 根据吉利汽车年报,当年实际发生的产品研发开支,大多进行了资本化,计入了无形资产。 吉利汽车资产负债表里的商誉及无形资产,2014-2016年的年末余额,一直维持在40-60亿元左右;2017年年末,暴增至106亿元,2018年","listText":"本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。 吉利汽车控股有限公司(HK:00175,下称吉利汽车)创始人李书福上世纪九十年代初曾到海南做房产投机,赔得身无分文后,他说“自己只能做实业”。 2010年,李书福收购沃尔沃轿车,2015-2018年,吉利汽车的销量从51万辆,提升到了150万辆,一跃成为中国乘用车自主品牌龙头。这期间,李书福从未用过股权融资手段。 进入2020年后,李书福却一反常态,在资本市场频频运作: 2020年2月,吉利汽车公告称,计划与沃尔沃汽车集团进行重组,将合并后的资产注入香港上市公司以及在斯德哥尔摩上市,让沃尔沃汽车进入资本市场; 2020年6月,吉利汽车发行6亿新股,募资64.47亿港币,这是十年来首次股权融资。同月,还宣布将发行股份、申请科创板上市; 2021年4月,吉利汽车公告称,计划对麾下电动车品牌“极氪”涉及到的相关公司股权做出系列变更,市场解读此举是为极氪单独上市做准备。 企业的资本运作无可厚非,但李书福在股权融资上的反常动作,却折射出吉利集团的战略转变。 《财经十一人》研究发现,吉利汽车已陷入窘境,公司战线过长,导致投入和成本不断上冲,而销量和业绩却反向下跌,公司经营风险越来越大。 对投资者而言,吉利汽车曾有两大潜在利好——沃尔沃注入和极氪电动车。但随着两者单飞,吉利汽车的想象空间越来越小。 01 经营窘境 一个调侃是:吉利拥有多少品牌和车型,恐怕连吉利内部人士也不一定清楚。 研发新车型,投入巨大。拥有诸多品牌、车型的吉利汽车,在销量节节攀高的同时,天价研发投入也让其步履沉重。 根据吉利汽车年报,当年实际发生的产品研发开支,大多进行了资本化,计入了无形资产。 吉利汽车资产负债表里的商誉及无形资产,2014-2016年的年末余额,一直维持在40-60亿元左右;2017年年末,暴增至106亿元,2018年","text":"本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。 吉利汽车控股有限公司(HK:00175,下称吉利汽车)创始人李书福上世纪九十年代初曾到海南做房产投机,赔得身无分文后,他说“自己只能做实业”。 2010年,李书福收购沃尔沃轿车,2015-2018年,吉利汽车的销量从51万辆,提升到了150万辆,一跃成为中国乘用车自主品牌龙头。这期间,李书福从未用过股权融资手段。 进入2020年后,李书福却一反常态,在资本市场频频运作: 2020年2月,吉利汽车公告称,计划与沃尔沃汽车集团进行重组,将合并后的资产注入香港上市公司以及在斯德哥尔摩上市,让沃尔沃汽车进入资本市场; 2020年6月,吉利汽车发行6亿新股,募资64.47亿港币,这是十年来首次股权融资。同月,还宣布将发行股份、申请科创板上市; 2021年4月,吉利汽车公告称,计划对麾下电动车品牌“极氪”涉及到的相关公司股权做出系列变更,市场解读此举是为极氪单独上市做准备。 企业的资本运作无可厚非,但李书福在股权融资上的反常动作,却折射出吉利集团的战略转变。 《财经十一人》研究发现,吉利汽车已陷入窘境,公司战线过长,导致投入和成本不断上冲,而销量和业绩却反向下跌,公司经营风险越来越大。 对投资者而言,吉利汽车曾有两大潜在利好——沃尔沃注入和极氪电动车。但随着两者单飞,吉利汽车的想象空间越来越小。 01 经营窘境 一个调侃是:吉利拥有多少品牌和车型,恐怕连吉利内部人士也不一定清楚。 研发新车型,投入巨大。拥有诸多品牌、车型的吉利汽车,在销量节节攀高的同时,天价研发投入也让其步履沉重。 根据吉利汽车年报,当年实际发生的产品研发开支,大多进行了资本化,计入了无形资产。 吉利汽车资产负债表里的商誉及无形资产,2014-2016年的年末余额,一直维持在40-60亿元左右;2017年年末,暴增至106亿元,2018年","images":[{"img":"https://static.tigerbbs.com/dc64f2a244e74f74947a6742c9fc1e8d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2d0ec5f67c014c4a870634b66de24d1e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/db57e6cc9da84133a30f5444947dd7ae","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894268203","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839891877,"gmtCreate":1629132706399,"gmtModify":1629132706399,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839891877","repostId":"830184663","repostType":1,"repost":{"id":830184663,"gmtCreate":1629030329852,"gmtModify":1629100169673,"author":{"id":"4090572533972070","authorId":"4090572533972070","name":"域外编撰者","avatar":"https://static.tigerbbs.com/34d0962ed2a7f5b9b561e50020f2358a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"一文带你了解壳公司(SPAC)","htmlText":"投资有风险,入市需谨慎 2020年,全人类一起面临着新冠疫情和经济衰退的双重挑战,原本这次自二战以来最大的经济衰退很可能引发又一次全球金融危机,美国股市在疫情期间连续熔断,让不少投资者损失惨重,然而没想到的是,经过了几个月的发展,成了如今资本狂欢的局面。 美股新上市公司比正常时间段多了不止一倍,其中崛起的就有空壳公司,占了接近六成。根据SPAC Analytics的统计,我们可以看到,美股IPO的总数为445,而SPAC IPO的总数为248。占了今年IPO总数的56%,而其涉及的募集资金也占了总额数的47%。要知道在2019年,SPAC IPO只有寥寥的59起,占当年美股新上市公司的28%,且涉及募集金额也只占了19%。 鉴于从2008年到2020年这十几年SPAC的表现,2020年称为 “SPAC元年”也不为过。 <a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 那聊到这里可能很多朋友一头雾水啊,其实说这么多,就是告诉大家,今年在美股上的某一类公司特别火爆,很有投资与投机会,那一类公司也就是今天我们要讲的主题了。 没错,今天要讲的就是这一类空壳公司,SPAC,英文是Special Purpose Acquisition Company,中文译名为特殊目的并购公司,也就是我们口中所说的空白支票公司,其中“特殊目的”指的是,这家壳公司在IPO后,会并购一家还未上市的有实业的公司,帮助它们曲线上市。SPAC与传统的IPO不大一样,SPAC先向公众募集资本,而后对标公司进行收购。它和借壳上市也不同,SPAC公司是一个干净的现金壳而无任何实际业务,SPAC并购上市不需要担心壳公司存在着诉讼、债务以及经营等方面的问题。由于SPAC相对而言,更加注重企业成长,因此医疗健康、电","listText":"投资有风险,入市需谨慎 2020年,全人类一起面临着新冠疫情和经济衰退的双重挑战,原本这次自二战以来最大的经济衰退很可能引发又一次全球金融危机,美国股市在疫情期间连续熔断,让不少投资者损失惨重,然而没想到的是,经过了几个月的发展,成了如今资本狂欢的局面。 美股新上市公司比正常时间段多了不止一倍,其中崛起的就有空壳公司,占了接近六成。根据SPAC Analytics的统计,我们可以看到,美股IPO的总数为445,而SPAC IPO的总数为248。占了今年IPO总数的56%,而其涉及的募集资金也占了总额数的47%。要知道在2019年,SPAC IPO只有寥寥的59起,占当年美股新上市公司的28%,且涉及募集金额也只占了19%。 鉴于从2008年到2020年这十几年SPAC的表现,2020年称为 “SPAC元年”也不为过。 <a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 那聊到这里可能很多朋友一头雾水啊,其实说这么多,就是告诉大家,今年在美股上的某一类公司特别火爆,很有投资与投机会,那一类公司也就是今天我们要讲的主题了。 没错,今天要讲的就是这一类空壳公司,SPAC,英文是Special Purpose Acquisition Company,中文译名为特殊目的并购公司,也就是我们口中所说的空白支票公司,其中“特殊目的”指的是,这家壳公司在IPO后,会并购一家还未上市的有实业的公司,帮助它们曲线上市。SPAC与传统的IPO不大一样,SPAC先向公众募集资本,而后对标公司进行收购。它和借壳上市也不同,SPAC公司是一个干净的现金壳而无任何实际业务,SPAC并购上市不需要担心壳公司存在着诉讼、债务以及经营等方面的问题。由于SPAC相对而言,更加注重企业成长,因此医疗健康、电","text":"投资有风险,入市需谨慎 2020年,全人类一起面临着新冠疫情和经济衰退的双重挑战,原本这次自二战以来最大的经济衰退很可能引发又一次全球金融危机,美国股市在疫情期间连续熔断,让不少投资者损失惨重,然而没想到的是,经过了几个月的发展,成了如今资本狂欢的局面。 美股新上市公司比正常时间段多了不止一倍,其中崛起的就有空壳公司,占了接近六成。根据SPAC Analytics的统计,我们可以看到,美股IPO的总数为445,而SPAC IPO的总数为248。占了今年IPO总数的56%,而其涉及的募集资金也占了总额数的47%。要知道在2019年,SPAC IPO只有寥寥的59起,占当年美股新上市公司的28%,且涉及募集金额也只占了19%。 鉴于从2008年到2020年这十几年SPAC的表现,2020年称为 “SPAC元年”也不为过。 $Faraday Future(FFIE)$ 那聊到这里可能很多朋友一头雾水啊,其实说这么多,就是告诉大家,今年在美股上的某一类公司特别火爆,很有投资与投机会,那一类公司也就是今天我们要讲的主题了。 没错,今天要讲的就是这一类空壳公司,SPAC,英文是Special Purpose Acquisition Company,中文译名为特殊目的并购公司,也就是我们口中所说的空白支票公司,其中“特殊目的”指的是,这家壳公司在IPO后,会并购一家还未上市的有实业的公司,帮助它们曲线上市。SPAC与传统的IPO不大一样,SPAC先向公众募集资本,而后对标公司进行收购。它和借壳上市也不同,SPAC公司是一个干净的现金壳而无任何实际业务,SPAC并购上市不需要担心壳公司存在着诉讼、债务以及经营等方面的问题。由于SPAC相对而言,更加注重企业成长,因此医疗健康、电","images":[{"img":"https://static.tigerbbs.com/876deb8ab8dee157f2eaca3fe8cdcc39","width":"642","height":"225"},{"img":"https://static.tigerbbs.com/7e895f3dac20b39213667964c601259f","width":"642","height":"161"},{"img":"https://static.tigerbbs.com/120714030552af77e368ca776128e579","width":"623","height":"421"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830184663","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894764549,"gmtCreate":1628858347781,"gmtModify":1628858347781,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894764549","repostId":"894409213","repostType":1,"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801037808,"gmtCreate":1627471951404,"gmtModify":1627471951404,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801037808","repostId":"803476380","repostType":1,"repost":{"id":803476380,"gmtCreate":1627460599640,"gmtModify":1627461045741,"author":{"id":"3474275068845474","authorId":"3474275068845474","name":"小瑙抚","avatar":"https://static.tigerbbs.com/9f830f157b2c3f5b27700cdaee51dec4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>这股105-120一大堆套牢盘,小心诱多哇,A股港股感觉并没有跌透彻,这股什么时候有暴跌后的V字涨什么时候就可以买了。","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>这股105-120一大堆套牢盘,小心诱多哇,A股港股感觉并没有跌透彻,这股什么时候有暴跌后的V字涨什么时候就可以买了。","text":"$富途控股(FUTU)$这股105-120一大堆套牢盘,小心诱多哇,A股港股感觉并没有跌透彻,这股什么时候有暴跌后的V字涨什么时候就可以买了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803476380","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174215925,"gmtCreate":1627100788767,"gmtModify":1627100788767,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174215925","repostId":"174837388","repostType":1,"repost":{"id":174837388,"gmtCreate":1627089930141,"gmtModify":1631884084915,"author":{"id":"36990708048000","authorId":"36990708048000","name":"好文","avatar":"https://static.tigerbbs.com/30ffc647410e858943769a0c5937ac1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【转】这次凉的,不只是教育行业…","htmlText":"本文来自:很帅的投资客,侵删; <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","listText":"本文来自:很帅的投资客,侵删; <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a>","text":"本文来自:很帅的投资客,侵删; $高途(GOTU)$ $好未来(TAL)$ $新东方(EDU)$ $一起教育科技(YQ)$ $新东方-S(09901)$","images":[{"img":"https://static.tigerbbs.com/f91f1cd2ce8c28ede191b6269edd0954","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/0cfea27efad4ca05663ca1ee1549b019","width":"1067","height":"4757"},{"img":"https://static.tigerbbs.com/7c5da725d1197e88c7aa8ff0cd2308e9","width":"1067","height":"4757"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174837388","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175479564,"gmtCreate":1627047991858,"gmtModify":1627047991858,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175479564","repostId":"1147892180","repostType":4,"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175859924,"gmtCreate":1627024754668,"gmtModify":1627024754668,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175859924","repostId":"173972561","repostType":1,"repost":{"id":173972561,"gmtCreate":1626606540000,"gmtModify":1626620243278,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"天伦燃气(1600.HK):新股东、新赛道、新估值","htmlText":"近日,天伦燃气(1600.HK)迎来了长期重大利好,一方面,燃气业务规模有望加速扩大,另一方面,有望切入光伏等新能源领域,注入成长新动能,并重塑公司估值体系。 于7月15日,天伦发布公告,大股东张瀛岑先生已完成出售股份予珠海港,每股作价7.68港元,合共1.2亿股(占总股本的11.96%),而此次交易股份源自于大股东于五月份因 IFC 投资期满退出所收购的股份(合共1.41亿股,每股7.50港元)。 于交易完成后,大股东持股净增加约2.1%至55.96%,彰显对天伦长期发展的信心。 同时,天伦亦宣布了与珠海港订立战略合作协议,双方一致同意建立长期、稳定、共赢的全面战略合作伙伴关系,不断深化和探索双方在新能源领域的共同合作,有效期为5年,这也就意味着,珠海港不是一个简单的财务投资人,而是一个将与天伦产生协同效应的产业战略投资者。 值得留意,珠海港第一大股东为全资国有企业珠海港控股集团,引入具备国企背景将为天伦带来积极影响,而珠海港能通过扮演战略投资人角色,助力公司发展迈上新台阶。 雄厚背景,协同扩充清洁能源业务 据了解,珠海港为一个拥有63 家控股企业、20 家参股企业、1 家合营企业的现代化大型港口物流企业,拥有一家新三板挂牌企业、珠海市首家 5A 物流企业,即背景和实力同样雄厚。 从发展策略来看,珠海港近年积极推进港口航运物流和新能源双轮驱动的主业发展格局,如今能源业务覆盖了光伏、风电、燃气发电和城市燃气等,而这些均为此次与天伦合作的范畴。 在燃气业务上,珠海港主要依托珠海市政府授予的珠海西部地区管道燃气业务特许经营权,从事珠海横琴新区、珠海市西部城区管道燃气的建设、运营及维护; 天伦燃气则作为一家立足河南、辐射全国的燃气运营商及分销商,因此通过合作能发挥双方资源优势,共同拓展天然气市场,例如LNG进口、天然气终端利用方面的合作、或是拓展华南地区燃气项目等。 事实上,","listText":"近日,天伦燃气(1600.HK)迎来了长期重大利好,一方面,燃气业务规模有望加速扩大,另一方面,有望切入光伏等新能源领域,注入成长新动能,并重塑公司估值体系。 于7月15日,天伦发布公告,大股东张瀛岑先生已完成出售股份予珠海港,每股作价7.68港元,合共1.2亿股(占总股本的11.96%),而此次交易股份源自于大股东于五月份因 IFC 投资期满退出所收购的股份(合共1.41亿股,每股7.50港元)。 于交易完成后,大股东持股净增加约2.1%至55.96%,彰显对天伦长期发展的信心。 同时,天伦亦宣布了与珠海港订立战略合作协议,双方一致同意建立长期、稳定、共赢的全面战略合作伙伴关系,不断深化和探索双方在新能源领域的共同合作,有效期为5年,这也就意味着,珠海港不是一个简单的财务投资人,而是一个将与天伦产生协同效应的产业战略投资者。 值得留意,珠海港第一大股东为全资国有企业珠海港控股集团,引入具备国企背景将为天伦带来积极影响,而珠海港能通过扮演战略投资人角色,助力公司发展迈上新台阶。 雄厚背景,协同扩充清洁能源业务 据了解,珠海港为一个拥有63 家控股企业、20 家参股企业、1 家合营企业的现代化大型港口物流企业,拥有一家新三板挂牌企业、珠海市首家 5A 物流企业,即背景和实力同样雄厚。 从发展策略来看,珠海港近年积极推进港口航运物流和新能源双轮驱动的主业发展格局,如今能源业务覆盖了光伏、风电、燃气发电和城市燃气等,而这些均为此次与天伦合作的范畴。 在燃气业务上,珠海港主要依托珠海市政府授予的珠海西部地区管道燃气业务特许经营权,从事珠海横琴新区、珠海市西部城区管道燃气的建设、运营及维护; 天伦燃气则作为一家立足河南、辐射全国的燃气运营商及分销商,因此通过合作能发挥双方资源优势,共同拓展天然气市场,例如LNG进口、天然气终端利用方面的合作、或是拓展华南地区燃气项目等。 事实上,","text":"近日,天伦燃气(1600.HK)迎来了长期重大利好,一方面,燃气业务规模有望加速扩大,另一方面,有望切入光伏等新能源领域,注入成长新动能,并重塑公司估值体系。 于7月15日,天伦发布公告,大股东张瀛岑先生已完成出售股份予珠海港,每股作价7.68港元,合共1.2亿股(占总股本的11.96%),而此次交易股份源自于大股东于五月份因 IFC 投资期满退出所收购的股份(合共1.41亿股,每股7.50港元)。 于交易完成后,大股东持股净增加约2.1%至55.96%,彰显对天伦长期发展的信心。 同时,天伦亦宣布了与珠海港订立战略合作协议,双方一致同意建立长期、稳定、共赢的全面战略合作伙伴关系,不断深化和探索双方在新能源领域的共同合作,有效期为5年,这也就意味着,珠海港不是一个简单的财务投资人,而是一个将与天伦产生协同效应的产业战略投资者。 值得留意,珠海港第一大股东为全资国有企业珠海港控股集团,引入具备国企背景将为天伦带来积极影响,而珠海港能通过扮演战略投资人角色,助力公司发展迈上新台阶。 雄厚背景,协同扩充清洁能源业务 据了解,珠海港为一个拥有63 家控股企业、20 家参股企业、1 家合营企业的现代化大型港口物流企业,拥有一家新三板挂牌企业、珠海市首家 5A 物流企业,即背景和实力同样雄厚。 从发展策略来看,珠海港近年积极推进港口航运物流和新能源双轮驱动的主业发展格局,如今能源业务覆盖了光伏、风电、燃气发电和城市燃气等,而这些均为此次与天伦合作的范畴。 在燃气业务上,珠海港主要依托珠海市政府授予的珠海西部地区管道燃气业务特许经营权,从事珠海横琴新区、珠海市西部城区管道燃气的建设、运营及维护; 天伦燃气则作为一家立足河南、辐射全国的燃气运营商及分销商,因此通过合作能发挥双方资源优势,共同拓展天然气市场,例如LNG进口、天然气终端利用方面的合作、或是拓展华南地区燃气项目等。 事实上,","images":[{"img":"https://static.tigerbbs.com/7f9ce07ea25240d4b8f676e108e866d1","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/470509b89dea4e0ab28f9ff1f3208004","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a59984957a76432db97f1d62639a830e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173972561","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175827438,"gmtCreate":1627024604224,"gmtModify":1627024604224,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175827438","repostId":"180490129","repostType":1,"repost":{"id":180490129,"gmtCreate":1623217114061,"gmtModify":1623218252010,"author":{"id":"3513736945495657","authorId":"3513736945495657","name":"智通财经APP","avatar":"https://static.tigerbbs.com/16db7768af5d7e4361472f092e918510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"珠海港(000507.SZ)入股天伦燃气(01600)逻辑探究","htmlText":"6月7日晚间,A股上市公司珠海港(000507.SZ)发布公告称,拟通过全资子公司珠海港香港发展有限公司,以协议受让方式,收购张瀛岑先生控制的天伦集团有限公司或Kind Edge Limited所持有的联交所主板上市公司——天伦燃气(01600)120,000,000股股份,约占其总股本的 11.96%;交易价格为7.68港元/股,交易金额为92,160万港元,股份买卖协议已于当日签署。天伦燃气亦同步披露控股股东出售股权公告。公告发布后,6月8日天伦燃气股价报收8.57元,涨幅1.30%,盘中一度冲击历史股价高点,珠海港股价则在大盘指数低迷情况下微涨0.67%,股价在阶段性高点维持震荡。对于此次交易,珠海港公告称,符合国家碳中和战略,能够在原有产业积累基础上,实现异地燃气业务布局,进一步拓展其燃气业务规模和新的发展空间;中泰国际则发布研究报告称,天伦燃气此次实质为引入珠海港成为战略性股东,以替换IFC的退出,双方未来有机会在燃气及其他新能源项目深入开展合作,不排除珠海港为加强新能源业务发展未来会增持天伦燃气的可能性。事实上珠海港此番入股天伦燃气,并非跨入新的业务领域,其子公司珠海港兴管道天然气有限公司依托珠海市政府授予的管道燃气业务特许经营权,主要从事珠海横琴新区、珠海市西部城区管道燃气的建设、运营及维护,并投资建设了珠海-澳门燃气管道互通工程。其年报披露,截止2020年累计已完成约324公里市政燃气管道建设,实现销气量9,871万标方,逼近亿方大关,同比增长24%。在原有产业积累基础上,此次收购能进一步扩大珠海港新能源主业规模,还能充分利用双方优势资源,推动天然气在居民、商业、工业领域的推广应用,有利于碳排放的减少,助力国家绿色环保事业的发展。除了战略上的考量,珠海港显然非常看重天伦燃气给其财务带来正向影响。据公告,完成收购天伦燃气11.96%股权后,公司将按权益法核算。","listText":"6月7日晚间,A股上市公司珠海港(000507.SZ)发布公告称,拟通过全资子公司珠海港香港发展有限公司,以协议受让方式,收购张瀛岑先生控制的天伦集团有限公司或Kind Edge Limited所持有的联交所主板上市公司——天伦燃气(01600)120,000,000股股份,约占其总股本的 11.96%;交易价格为7.68港元/股,交易金额为92,160万港元,股份买卖协议已于当日签署。天伦燃气亦同步披露控股股东出售股权公告。公告发布后,6月8日天伦燃气股价报收8.57元,涨幅1.30%,盘中一度冲击历史股价高点,珠海港股价则在大盘指数低迷情况下微涨0.67%,股价在阶段性高点维持震荡。对于此次交易,珠海港公告称,符合国家碳中和战略,能够在原有产业积累基础上,实现异地燃气业务布局,进一步拓展其燃气业务规模和新的发展空间;中泰国际则发布研究报告称,天伦燃气此次实质为引入珠海港成为战略性股东,以替换IFC的退出,双方未来有机会在燃气及其他新能源项目深入开展合作,不排除珠海港为加强新能源业务发展未来会增持天伦燃气的可能性。事实上珠海港此番入股天伦燃气,并非跨入新的业务领域,其子公司珠海港兴管道天然气有限公司依托珠海市政府授予的管道燃气业务特许经营权,主要从事珠海横琴新区、珠海市西部城区管道燃气的建设、运营及维护,并投资建设了珠海-澳门燃气管道互通工程。其年报披露,截止2020年累计已完成约324公里市政燃气管道建设,实现销气量9,871万标方,逼近亿方大关,同比增长24%。在原有产业积累基础上,此次收购能进一步扩大珠海港新能源主业规模,还能充分利用双方优势资源,推动天然气在居民、商业、工业领域的推广应用,有利于碳排放的减少,助力国家绿色环保事业的发展。除了战略上的考量,珠海港显然非常看重天伦燃气给其财务带来正向影响。据公告,完成收购天伦燃气11.96%股权后,公司将按权益法核算。","text":"6月7日晚间,A股上市公司珠海港(000507.SZ)发布公告称,拟通过全资子公司珠海港香港发展有限公司,以协议受让方式,收购张瀛岑先生控制的天伦集团有限公司或Kind Edge Limited所持有的联交所主板上市公司——天伦燃气(01600)120,000,000股股份,约占其总股本的 11.96%;交易价格为7.68港元/股,交易金额为92,160万港元,股份买卖协议已于当日签署。天伦燃气亦同步披露控股股东出售股权公告。公告发布后,6月8日天伦燃气股价报收8.57元,涨幅1.30%,盘中一度冲击历史股价高点,珠海港股价则在大盘指数低迷情况下微涨0.67%,股价在阶段性高点维持震荡。对于此次交易,珠海港公告称,符合国家碳中和战略,能够在原有产业积累基础上,实现异地燃气业务布局,进一步拓展其燃气业务规模和新的发展空间;中泰国际则发布研究报告称,天伦燃气此次实质为引入珠海港成为战略性股东,以替换IFC的退出,双方未来有机会在燃气及其他新能源项目深入开展合作,不排除珠海港为加强新能源业务发展未来会增持天伦燃气的可能性。事实上珠海港此番入股天伦燃气,并非跨入新的业务领域,其子公司珠海港兴管道天然气有限公司依托珠海市政府授予的管道燃气业务特许经营权,主要从事珠海横琴新区、珠海市西部城区管道燃气的建设、运营及维护,并投资建设了珠海-澳门燃气管道互通工程。其年报披露,截止2020年累计已完成约324公里市政燃气管道建设,实现销气量9,871万标方,逼近亿方大关,同比增长24%。在原有产业积累基础上,此次收购能进一步扩大珠海港新能源主业规模,还能充分利用双方优势资源,推动天然气在居民、商业、工业领域的推广应用,有利于碳排放的减少,助力国家绿色环保事业的发展。除了战略上的考量,珠海港显然非常看重天伦燃气给其财务带来正向影响。据公告,完成收购天伦燃气11.96%股权后,公司将按权益法核算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180490129","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150304855,"gmtCreate":1624886062277,"gmtModify":1624886062277,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"提前挖坟[笑哭] //<a href=\"https://laohu8.com/U/169442220900918\">@空无一物</a>:哔哩哔哩,不可能很牛批,只是一帮沉迷于动漫和游戏的不务正业的孩子们的游乐园,而已。 我断定,五年后,B站就会拉垮。","listText":"提前挖坟[笑哭] //<a href=\"https://laohu8.com/U/169442220900918\">@空无一物</a>:哔哩哔哩,不可能很牛批,只是一帮沉迷于动漫和游戏的不务正业的孩子们的游乐园,而已。 我断定,五年后,B站就会拉垮。","text":"提前挖坟[笑哭] //@空无一物:哔哩哔哩,不可能很牛批,只是一帮沉迷于动漫和游戏的不务正业的孩子们的游乐园,而已。 我断定,五年后,B站就会拉垮。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150304855","repostId":"2146785630","repostType":2,"repost":{"id":"2146785630","pubTimestamp":1624608840,"share":"https://www.laohu8.com/m/news/2146785630?lang=&edition=full","pubTime":"2021-06-25 16:14","market":"hk","language":"zh","title":"大摩:予哔哩哔哩(BILI.US)目标价155美元 评级“增持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2146785630","media":"格隆汇","summary":"摩根士丹利发表研究报告指,手游及广告业务将成为哔哩哔哩(9626.HK)未来毛利及利润的增长动力。大摩指出,公司年初推出竖屏模式“StoryMode”,有助加强旗下串流平台用户的忠诚度,目前专业创作者...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.BILI&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> <span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>发表<span>研究报告</span>指,手游及广告业务将成为<span><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a></span><span></span>(9626.HK)未来毛利及利润的增长动力。</p><p> 大摩指出,公司年初推出竖屏模式“Story Mode”,有助加强旗下串流平台用户的忠诚度,目前专业创作者自制视频(PUGV)、用户互动及浏览时数均见增长,预期<span href=\"http://quote.eastmoney.com/unify/r/105.BILI\" target=\"_blank\" web=\"1\">哔哩哔哩</span>今年将对Story Mode进行更多升级,包括于APP中加入永久直接入口。</p><p> 该行又指,<span href=\"http://quote.eastmoney.com/unify/r/105.BILI\" target=\"_blank\" web=\"1\">哔哩哔哩</span>调整内容推荐演算法,为用户提供更多个性化内容,根据行业6月份数据,次季B站每日活跃用户数量按季上升1%,按周亦录得增长。</p><p> 大摩预期,哔哩哔哩未来会继续于动画、漫画及游戏(ACG)制作与分销上发掘投资机会,哔哩哔哩美股(BILI.US)目标价155美元,评级“增持”。</p><p>(文章来源:格隆汇)</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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大摩:予哔哩哔哩(BILI.US)目标价155美元 评级“增持”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:14 北京时间 <a href=http://finance.eastmoney.com/a/202106251974255559.html><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表研究报告指,手游及广告业务将成为哔哩哔哩(9626.HK)未来毛利及利润的增长动力。 大摩指出,公司年初推出竖屏模式“Story Mode”,有助加强旗下串流平台用户的忠诚度,目前专业创作者自制视频(PUGV)、用户互动及浏览时数均见增长,预期哔哩哔哩今年将对Story Mode进行更多升级,包括于APP中加入永久直接入口。 该行又指,哔哩哔哩调整内容推荐演算法,为用户提供更多...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202106251974255559.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"http://finance.eastmoney.com/a/202106251974255559.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146785630","content_text":"摩根士丹利发表研究报告指,手游及广告业务将成为哔哩哔哩(9626.HK)未来毛利及利润的增长动力。 大摩指出,公司年初推出竖屏模式“Story Mode”,有助加强旗下串流平台用户的忠诚度,目前专业创作者自制视频(PUGV)、用户互动及浏览时数均见增长,预期哔哩哔哩今年将对Story Mode进行更多升级,包括于APP中加入永久直接入口。 该行又指,哔哩哔哩调整内容推荐演算法,为用户提供更多个性化内容,根据行业6月份数据,次季B站每日活跃用户数量按季上升1%,按周亦录得增长。 大摩预期,哔哩哔哩未来会继续于动画、漫画及游戏(ACG)制作与分销上发掘投资机会,哔哩哔哩美股(BILI.US)目标价155美元,评级“增持”。(文章来源:格隆汇)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126811736,"gmtCreate":1624550770325,"gmtModify":1624550770325,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126811736","repostId":"126179107","repostType":1,"repost":{"id":126179107,"gmtCreate":1624549126709,"gmtModify":1624622389148,"author":{"id":"3466684903067182","authorId":"3466684903067182","name":"看遍世界景赚足天下钱","avatar":"https://static.tigerbbs.com/036367fd006fdcb94e383902a9d8277a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"关于教育股的思考","htmlText":"前段时间中国的教育股全线下跌,跌到股民看不懂、不想看。关键因素有两个:1、国内准备出台严格法律严控学科课外辅导。2、部分发达地区(广州)疫情的反复,部分地方培训机构重新关停。我负责的项目刚好是一个教育培训类为主力的商业项目,这次受本地疫情影响还挺严重的,可以近距离观察这些机构,下面说说我对教育品牌、教育股的看法。1、教育股的竞争是完全白热化的,大家在疫情爆发前和疫情中都在抢地盘,而且有些近乎是明知亏还得抢。2、教育股所谓的核心竞争力并不明显,师资是重要因素,但是师资之外,并没有明显差异化。3、教育机构对学生综合实力的提升作用我自己觉得是需要打个问号的,很多时候只是为了给家长腾出点时间罢了。以上的想法可能会有点悲观,当然,肯定有很多积极的因素在,不然这个行业不会发展这么快,之前受到资本这么大的追捧,好的我就不多说,大家都看得到。回到刚刚讲的两个利空因素,第一个其实打击是大的,影响也是长久的,第二个是临时性的影响,但是即使是临时性的,教育机构的回血能力也是缓慢的,这是这个行业的特性,一直是细水长流。所以,我觉得教育股的回血合理来讲应该是缓慢的才对。而至于影响最大的政策因素,我觉得需要分析政策的原因和目的。根本原因是教育内卷已经影响生育率,再溯源就是为了提升适婚试孕男女的生育率,教育业背了低出生率的锅,但其实大头是通货膨胀、房价过高、全行业内卷,因为一部《小舍得》把锅全甩给了教育。那政策的目的是什么呢?是给学生减负从而减低学业竞争强度,进而提升生育率。这能有效吗?其实试一段时间就可以知道了。中国的教育培训业就是软实力领域的房地产行业,至少我是这么认为的,所以,有没有效可以对比现在的房价。再回到更深层次的内容,教育行业本身的发展对国民、对经济、对未来是助力还是阻力呢?这个实话讲,我没看明白,按理来说是肯定是助力的,因为培训本身就是技能培训课,就是在提升我们的学科熟练度的,但是,很多","listText":"前段时间中国的教育股全线下跌,跌到股民看不懂、不想看。关键因素有两个:1、国内准备出台严格法律严控学科课外辅导。2、部分发达地区(广州)疫情的反复,部分地方培训机构重新关停。我负责的项目刚好是一个教育培训类为主力的商业项目,这次受本地疫情影响还挺严重的,可以近距离观察这些机构,下面说说我对教育品牌、教育股的看法。1、教育股的竞争是完全白热化的,大家在疫情爆发前和疫情中都在抢地盘,而且有些近乎是明知亏还得抢。2、教育股所谓的核心竞争力并不明显,师资是重要因素,但是师资之外,并没有明显差异化。3、教育机构对学生综合实力的提升作用我自己觉得是需要打个问号的,很多时候只是为了给家长腾出点时间罢了。以上的想法可能会有点悲观,当然,肯定有很多积极的因素在,不然这个行业不会发展这么快,之前受到资本这么大的追捧,好的我就不多说,大家都看得到。回到刚刚讲的两个利空因素,第一个其实打击是大的,影响也是长久的,第二个是临时性的影响,但是即使是临时性的,教育机构的回血能力也是缓慢的,这是这个行业的特性,一直是细水长流。所以,我觉得教育股的回血合理来讲应该是缓慢的才对。而至于影响最大的政策因素,我觉得需要分析政策的原因和目的。根本原因是教育内卷已经影响生育率,再溯源就是为了提升适婚试孕男女的生育率,教育业背了低出生率的锅,但其实大头是通货膨胀、房价过高、全行业内卷,因为一部《小舍得》把锅全甩给了教育。那政策的目的是什么呢?是给学生减负从而减低学业竞争强度,进而提升生育率。这能有效吗?其实试一段时间就可以知道了。中国的教育培训业就是软实力领域的房地产行业,至少我是这么认为的,所以,有没有效可以对比现在的房价。再回到更深层次的内容,教育行业本身的发展对国民、对经济、对未来是助力还是阻力呢?这个实话讲,我没看明白,按理来说是肯定是助力的,因为培训本身就是技能培训课,就是在提升我们的学科熟练度的,但是,很多","text":"前段时间中国的教育股全线下跌,跌到股民看不懂、不想看。关键因素有两个:1、国内准备出台严格法律严控学科课外辅导。2、部分发达地区(广州)疫情的反复,部分地方培训机构重新关停。我负责的项目刚好是一个教育培训类为主力的商业项目,这次受本地疫情影响还挺严重的,可以近距离观察这些机构,下面说说我对教育品牌、教育股的看法。1、教育股的竞争是完全白热化的,大家在疫情爆发前和疫情中都在抢地盘,而且有些近乎是明知亏还得抢。2、教育股所谓的核心竞争力并不明显,师资是重要因素,但是师资之外,并没有明显差异化。3、教育机构对学生综合实力的提升作用我自己觉得是需要打个问号的,很多时候只是为了给家长腾出点时间罢了。以上的想法可能会有点悲观,当然,肯定有很多积极的因素在,不然这个行业不会发展这么快,之前受到资本这么大的追捧,好的我就不多说,大家都看得到。回到刚刚讲的两个利空因素,第一个其实打击是大的,影响也是长久的,第二个是临时性的影响,但是即使是临时性的,教育机构的回血能力也是缓慢的,这是这个行业的特性,一直是细水长流。所以,我觉得教育股的回血合理来讲应该是缓慢的才对。而至于影响最大的政策因素,我觉得需要分析政策的原因和目的。根本原因是教育内卷已经影响生育率,再溯源就是为了提升适婚试孕男女的生育率,教育业背了低出生率的锅,但其实大头是通货膨胀、房价过高、全行业内卷,因为一部《小舍得》把锅全甩给了教育。那政策的目的是什么呢?是给学生减负从而减低学业竞争强度,进而提升生育率。这能有效吗?其实试一段时间就可以知道了。中国的教育培训业就是软实力领域的房地产行业,至少我是这么认为的,所以,有没有效可以对比现在的房价。再回到更深层次的内容,教育行业本身的发展对国民、对经济、对未来是助力还是阻力呢?这个实话讲,我没看明白,按理来说是肯定是助力的,因为培训本身就是技能培训课,就是在提升我们的学科熟练度的,但是,很多","images":[{"img":"https://static.tigerbbs.com/be95a002700884a97b34cfc4b55e2d78"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126179107","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324244107,"gmtCreate":1615998672209,"gmtModify":1703496242879,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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