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SG_CY

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2021-07-09

[得意]

抱歉，原内容已删除

2021-06-24

$哔哩哔哩(BILI)$什么时候回到130？

2021-06-23

[无语] [无语]

摩根士丹利：大宗商品还有很大下行空间

2021-06-22

韭菜

抱歉，原内容已删除

2021-06-21

[无语] [无语] [无语]

开盘：美股全线高开，美国基建概念普涨

2021-06-21

[呆住] [呆住]

抱歉，原内容已删除

2021-06-19

[微笑]

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2021-06-18

[贱笑] [贱笑] [贱笑]

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2021-06-18

$阿里巴巴(BABA)$套的死死的

2021-06-18

[呆住]

字节跳动走出“舒适圈”

2021-06-18

不贵

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2021-06-16

$Corsair Gaming, Inc.(CRSR)$wsb不来了？

2021-06-16

[呆住]

特斯拉股价持续低迷，有分析师号召抄底了

2021-06-14

[呆住]

抱歉，原内容已删除

2021-06-11

[得意]

盘前异动：一生物制药股暴涨58%！石油股罕见躁动

2021-06-10

[流泪]

抱歉，原内容已删除

2021-06-08

[得意]

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2021-06-07

[强] [强] [强]

雾化吸入式疫苗正申请紧急使用，康希诺生物涨超10%

2021-06-06

又没了？

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2021-06-05

[开心]

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Bates等在第三季度展望报告中写道，到2022年供应复苏预计将能满足正常化的需求水平，大多数市场将下行。</p>\n<p>该机构认为，铝是“最具防御性”的金属，因为高运价导致的运输问题带来持续性影响，而结构性转变也将限制供应的过度增长。价格预测：第三季度2315美元，第四季度2337美元；现货约2427美元。</p>\n<p>报告称，供应问题以及投资者着眼长期需求将给铜带来短线支撑，但从1-2年的时间维度来看，随着市场供大于求，铜价的下行风险将增大。价格预测：第三季度9039美元，第四季度9149美元；现货约9299.50美元。</p>\n<p>摩根士丹利最不看好铁矿石，整个下半年及之后<a href=\"https://laohu8.com/S/CNSD.UK\">中国钢铁</a>产量都将减少。价格预测：第三季度200美元，第四季度160美元；现货约202.80美元。</p>","source":"XLCJ","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>摩根士丹利：大宗商品还有很大下行空间</title>\n<style 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href=\"https://finance.sina.com.cn/7x24/2021-06-23/doc-ikqciyzk1323124.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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161715":"大宗商品","000979.SH":"大宗商品","MS":"摩根士丹利"},"source_url":"https://finance.sina.com.cn/7x24/2021-06-23/doc-ikqciyzk1323124.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161823593","content_text":"摩根士丹利称，从6个月的时间维度来看，美联储的鹰派倾向以及中国控制大宗商品涨价的努力已使基本金属价格跌至更可持续的水平，但该行预计大宗商品还有更大的下行空间。\n摩根士丹利分析师Susan Bates等在第三季度展望报告中写道，到2022年供应复苏预计将能满足正常化的需求水平，大多数市场将下行。\n该机构认为，铝是“最具防御性”的金属，因为高运价导致的运输问题带来持续性影响，而结构性转变也将限制供应的过度增长。价格预测：第三季度2315美元，第四季度2337美元；现货约2427美元。\n报告称，供应问题以及投资者着眼长期需求将给铜带来短线支撑，但从1-2年的时间维度来看，随着市场供大于求，铜价的下行风险将增大。价格预测：第三季度9039美元，第四季度9149美元；现货约9299.50美元。\n摩根士丹利最不看好铁矿石，整个下半年及之后中国钢铁产量都将减少。价格预测：第三季度200美元，第四季度160美元；现货约202.80美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129856190,"gmtCreate":1624369505010,"gmtModify":1631889341088,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"韭菜","listText":"韭菜","text":"韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129856190","repostId":"1165824329","repostType":4,"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167449447,"gmtCreate":1624283285089,"gmtModify":1631889341095,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[无语]&nbsp;[无语]&nbsp;[无语]&nbsp;","listText":"[无语]&nbsp;[无语]&nbsp;[无语]&nbsp;","text":"[无语] [无语] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167449447","repostId":"1167576320","repostType":4,"repost":{"id":"1167576320","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":1624282140,"share":"https://www.laohu8.com/m/news/1167576320?lang=&edition=full","pubTime":"2021-06-21 21:29","market":"us","language":"zh","title":"开盘：美股全线高开，美国基建概念普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1167576320","media":"老虎资讯综合","summary":"6月21日（周一），道琼斯指数开盘上涨231.15点，涨幅0.69%，报33521.23点；纳斯达克综合指数开盘上涨29.05点，涨幅0.21%，报14059.42点；标普500指数开盘上涨20.07","content":"<p>6月21日（周一），道琼斯指数开盘上涨231.15点，涨幅0.69%，报33521.23点；纳斯达克综合指数开盘上涨29.05点，涨幅0.21%，报14059.42点；标普500指数开盘上涨20.07点，涨幅0.48%，报4186.52点。</p>\n<p><img src=\"https://static.tigerbbs.com/8737771515cfb344cbc10cfa8fecbe51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>美国基建股盘初走强，<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨3.65%，<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.38%，<a href=\"https://laohu8.com/S/OSN\">奥盛创新</a>涨1.74%。</p>\n<p>区块链股多数下挫，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>跌超9%、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌超8%、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超4%、Riot Blockchain跌超3%。此前<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、支付宝（中国）等纷纷发表公告禁止开展比特币等虚拟货币交易。</p>\n<p>中概教育股普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超5%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超3%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌2.39%。</p>\n<p>美股新能源车股走低，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌6.65%，<a href=\"https://laohu8.com/S/FSR\">Fisker</a>跌4.25%，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>跌3.8%，<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>跌3.57%，<a href=\"https://laohu8.com/S/NIO\">蔚来汽车</a>跌3.2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超2%。</p>\n<p><a href=\"https://laohu8.com/S/LDL\">莱德尔</a>大涨超80%，&nbsp;Clearlake Capital旗下高性能特种材料供应商Unifrax将以以62.10美元/股的价格收购<a href=\"https://laohu8.com/S/LDL\">莱德尔</a>。</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>开盘：美股全线高开，美国基建概念普涨</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开盘：美股全线高开，美国基建概念普涨\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\">2021-06-21 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月21日（周一），道琼斯指数开盘上涨231.15点，涨幅0.69%，报33521.23点；纳斯达克综合指数开盘上涨29.05点，涨幅0.21%，报14059.42点；标普500指数开盘上涨20.07点，涨幅0.48%，报4186.52点。</p>\n<p><img src=\"https://static.tigerbbs.com/8737771515cfb344cbc10cfa8fecbe51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>美国基建股盘初走强，<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨3.65%，<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.38%，<a href=\"https://laohu8.com/S/OSN\">奥盛创新</a>涨1.74%。</p>\n<p>区块链股多数下挫，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>跌超9%、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌超8%、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超4%、Riot Blockchain跌超3%。此前<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、支付宝（中国）等纷纷发表公告禁止开展比特币等虚拟货币交易。</p>\n<p>中概教育股普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超5%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超3%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌2.39%。</p>\n<p>美股新能源车股走低，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌6.65%，<a href=\"https://laohu8.com/S/FSR\">Fisker</a>跌4.25%，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>跌3.8%，<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>跌3.57%，<a href=\"https://laohu8.com/S/NIO\">蔚来汽车</a>跌3.2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超2%。</p>\n<p><a href=\"https://laohu8.com/S/LDL\">莱德尔</a>大涨超80%，&nbsp;Clearlake Capital旗下高性能特种材料供应商Unifrax将以以62.10美元/股的价格收购<a href=\"https://laohu8.com/S/LDL\">莱德尔</a>。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167576320","content_text":"6月21日（周一），道琼斯指数开盘上涨231.15点，涨幅0.69%，报33521.23点；纳斯达克综合指数开盘上涨29.05点，涨幅0.21%，报14059.42点；标普500指数开盘上涨20.07点，涨幅0.48%，报4186.52点。\n\n美国基建股盘初走强，美国钢铁涨3.65%，卡特彼勒涨2.38%，奥盛创新涨1.74%。\n区块链股多数下挫，比特矿业跌超9%、亿邦国际跌超8%、嘉楠科技跌超4%、Riot Blockchain跌超3%。此前工商银行、农业银行、建设银行、支付宝（中国）等纷纷发表公告禁止开展比特币等虚拟货币交易。\n中概教育股普跌，好未来跌超5%，新东方跌超3%，高途跌2.39%。\n美股新能源车股走低，小鹏汽车跌6.65%，Fisker跌4.25%，图森未来跌3.8%，Nikola跌3.57%，蔚来汽车跌3.2%，理想汽车、小牛电动跌超2%。\n莱德尔大涨超80%， Clearlake Capital旗下高性能特种材料供应商Unifrax将以以62.10美元/股的价格收购莱德尔。","news_type":1},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167576952,"gmtCreate":1624280025176,"gmtModify":1631889341096,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] 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[贱笑] [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166731369","repostId":"2144572198","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166852359,"gmtCreate":1624003685371,"gmtModify":1631889341110,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>套的死死的","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>套的死死的","text":"$阿里巴巴(BABA)$套的死死的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166852359","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166173975,"gmtCreate":1623999140497,"gmtModify":1631889341109,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166173975","repostId":"1138715013","repostType":4,"repost":{"id":"1138715013","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1623998738,"share":"https://www.laohu8.com/m/news/1138715013?lang=&edition=full","pubTime":"2021-06-18 14:45","market":"sh","language":"zh","title":"字节跳动走出“舒适圈”","url":"https://stock-news.laohu8.com/highlight/detail?id=1138715013","media":"雷峰网","summary":"字节ToB行军图\n\n字节跳动的ToB布局在加速。\n无论是媒体透露出的字节跳动似乎筹备进军IaaS云市场，亦或是字节跳动本身的一系列市场动作：如飞书4.0一站式协作与管理平台的升级，火山引擎将擅长的推荐","content":"<blockquote>\n 字节ToB行军图\n</blockquote>\n<p>字节跳动的ToB布局在加速。</p>\n<p>无论是媒体透露出的字节跳动似乎筹备进军IaaS云市场，亦或是字节跳动本身的一系列市场动作：如飞书4.0一站式协作与管理平台的升级，火山引擎将擅长的推荐算法、音视频技术、数据中台等核心能力以技术平台的方式，开放给企业客户。</p>\n<p>外界或许仍在疑惑，字节跳动挥出这样一张ToB的牌像是在模仿谁。但眼下，每家头部互联网公司的业务规模和场景复杂度都已经今时不同往日。自研-自用-上云开放这个路子的背后，是进化到如今这个体量的企业应该要考虑的事情。而结合自身优势资源，以客户为视角，这是当下包括字节跳动在内互联网公司ToB的典型思路。</p>\n<p><b>1、</b><b><b>挥出ToB“组合拳”</b></b></p>\n<p>在雷锋网过去与不同企业软件服务商的交谈中，时常会蹦出一家企业名字。他们口中的这家企业并不是因为采用了他们的服务，而是因为它自研的一些工具和技术方案让这些服务商们感到十分好奇。事实上，不只是服务商，就连很多企业客户也希望能够从这家企业身上学习或获得一些开放的工具。这家企业就是字节跳动。</p>\n<p>2017年，一家手机厂商找到字节跳动希望使用今日头条的推荐算法，双方后来的合作颇有成效，而这实际也为字节跳动打开了新思路。</p>\n<p>字节跳动认为，开放技术将有助于提升科技企业自身的创新力。因此，建设高标准的技术团队，就必须进行市场化管理，让技术团队在更大的市场、更多的场景服务客户，这是字节跳动技术“后卫变前锋”的由来。</p>\n<p>这也是梳理ToB业务线前首先要摸清的字节逻辑。</p>\n<p>最近的媒体沟通会上，字节跳动副总裁杨震原明确指出了字节跳动的三大ToB业务板块，包括：巨量引擎、飞书和火山引擎。</p>\n<ul>\n <li><p>巨量引擎，是字节跳动旗下一款营销服务品牌，企业如果想要在今日头条、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、西瓜视频等字节系App上投放广告，都可以通过巨量引擎找到对应的方案和能力。</p></li>\n <li><p>飞书，是一款企业效率工具。在此之前，字节跳动曾先后投资或并购了石墨文档、坚果云、朝夕日历、幕布等SaaS企业，以增强在这个领域的势能。</p></li>\n <li><p>火山引擎的发布时间更短，却也格外受到业界关注。值得一提的是，此前字节跳动全资收购了才云科技，将其并入火山引擎业务线。</p></li>\n</ul>\n<p>总的来讲，三个业务板块各有专注的企业需求场景差异性，但同时也会因为共同的客户而联合提供服务。巨量引擎负责广告业务，具备成熟的流量变现商业模式；飞书负责解决企业办公场景，掌握企业协同办公的界面（入口）；火山引擎作为一款全新的产品平台，比飞书、巨量引擎的位置更偏后端。</p>\n<p><img src=\"https://static.tigerbbs.com/5c9ff10724c2a533c5a6248c03497956\" tg-width=\"740\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>你会发现，火山引擎在推荐算法、音视频、数据分析等技术模块向下延伸到基于云原生的统一基础服务（甚至很有可能做计算、存储、网络等IaaS底层），向上延伸到面向泛互联网、零售、汽车、金融、文旅等场景、解决方案，呈现出了一套特色的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>增长技术架构图。</p>\n<p><b>2、</b><b><b>组织能力不断进化</b></b></p>\n<p>2019年，时任抖音总裁的张楠曾在一次交流中对字节跳动有过这样一段描述：</p>\n<blockquote>\n “字节跳动的业务组织架构是这样的模式，先建立一个又一个小而完整的BEO，再通过强大的数据中台为前台服务……抖音刚开始做的时候人数并不多，但是有非常强大的中台支持，之后做得好的业务和服务也能总结经验再回到中台，向其它业务部门提供支持。”\n</blockquote>\n<p>素有App工厂之称的字节跳动，本身就具备一个大的技术中台，前端业务层的孵化、创新、持续成长，都依靠大技术中台的支撑，而无论是成功还是失败的产品经验，最终又会反馈到中台，不断促进中台的成长。</p>\n<p>据了解，字节跳动内部有400多条业务线，都在使用同一个实验平台和指标口径。</p>\n<p>可以看到，近些年抖音从日活从几十万到几亿规模的激增，除了抖音团队本身的贡献外，更依赖于字节跳动组织体系大中台的运转。</p>\n<p>举个例子，可能抖音上线了一个特效功能，这个功能最早在其他业务线还没有尝试过。但当抖音的这套功能上线并得到了大量用户使用反馈后，你会不经意发现，在字节旗下其他的业务线如西瓜视频里也有这样类似的功能了。</p>\n<p>尽管创新有时会因为不同的场景存在一定的技术挑战，不一定会有上述的举例那么理想化，但在抖音的这个故事里，中台和业务组织的网状化，让企业创新应用的普适性速度变得更高了。</p>\n<p>特殊之处在于，这种模式下，可能面向最终客户的服务体系（如市场、销售等业务板块）是相对独立的，但最终给到客户的解决方案或产品仍是一个完整的整体。</p>\n<p><b>3、</b><b><b>走出企业需求的探索期</b></b></p>\n<p>事实上，除了上述提及的火山引擎、飞书之外，字节跳动已经有诸多服务企业级客户的探索，如2019年智能推荐服务“灵驹”的开放（后并入到火山引擎推荐算法服务里），2020年上线的在线签名平台“电子牵”。在ToB教育领域的晓羊教育、学霸君，字节跳动也在暗暗埋下伏笔。</p>\n<p>据雷锋网不完全总结，字节跳动在ToB市场埋下的业务线，已经囊括了营销、协同办公、电子签名、K12教育、搜索、智能硬件、车联网、PaaS、SaaS云服务等。</p>\n<p>不同于移动互联网时代，今日头条、抖音、西瓜视频、懂车帝等C端爆品依靠上述字节跳动强大的中台支撑，完成了海量C端用户的积累。当字节跳动决定走出“舒适圈”，提出客户价值服务，向产业互联网进军时，也需要进化出服务B端的能力。</p>\n<blockquote>\n 一位从业者曾对雷锋网说：“传统企业，像能源、交通、金融等典型行业，他们其实已经非常希望拥有一套（中台）架构为前线进行赋能，支持一线更好的创新，不是原来管控的方式。”\n</blockquote>\n<p>那么从需求侧观察，企业数字化的演进升级中，有三个值得关注的新挑战：</p>\n<ul>\n <li><p>首先，企业对解决方案的要求，从原先单纯上云、上数据平台，到如今希望用好云，提升业务价值。</p></li>\n <li><p>其次，不同于最先上云的互联网公司，传统企业天然存在大量的数据孤岛、信息孤岛问题，他们首先希望在增量业务上产生价值，对老旧的业务系统可能就没有动力。</p></li>\n <li><p>再次，技术落地本身将更加受限于企业场景，这跟原先C端产品的逻辑和挑战完全不同。比如对数据的安全性要求，对数据处理的实时性要求，这些完全是个性化的。企业也不能指望厂商能将所有的问题解决掉，而是提升业务发展的同时，加强自身IT治理的能力。</p></li>\n</ul>\n<p>当然，要赢得下一场战争，字节跳动并不需要重新构建另一套技术体系，而是将这套体系产品化，在不断对外赋能客户的同时，反馈自身不断进化再进化，争取绝对优势。</p>\n<p>以在线电商为例，本来刺激消费、拉新已经存在一定瓶颈。但当短视频+电商直播的模式得到广泛实践后，这一市场瓶颈就被破除掉了。</p>\n<p>这其实是非常细小的场景，但如何深刻理解这些场景往往就在这些细枝末节中。</p>\n<p><b>4、</b><b><b>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的“差距”</b></b></p>\n<p>尽管过去字节跳动最擅长的ToB技术技能是推荐引擎，也让字节跳动具备最像<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的业务形态。</p>\n<p>但这一次，杨震原特别提及了亚马逊的成长范式。同样是将企业内部的工具和应用对外开放商业化，同样是尝试将IT从企业的成本中心向利润中心转型。</p>\n<p>比如，在IaaS层面，当企业的业务体量很小时是感受不到不同IaaS的差异，也就是说买谁的都一样，但到一定体量时，企业应用与硬件的结合优化趋势下，这层差异可能就比较明显了。比如如何适应如今以视频流为载体，机器学习算法为计算模式的云资源的弹性调用？</p>\n<p>而在商业层面，又是否存在这样的可能性？小客户比较关心价格，互联网客户希望高性价比，而政企类客户对安全合规的要求往往高于价格因素的考虑。那么，如何利用积累的行业know-how，触动到这些潜在客户，是下一个阶段市场竞争的焦点。</p>\n<p>回到上文，火山引擎从成立之初到现在，也开始着力进化出两层能力：第一层，直接面向客户提供推荐算法、A/B测试等应用层工具级能力；第二层，进一步扩展云生态（以及广大合作伙伴）的能力，在音视频、数据中台、容器等PaaS层面持续夯实基础。</p>\n<p>字节跳动提及A/B测试产品的故事并不是因为这个市场有多大，而是在于A/B测试曾为抖音这样一个爆品早期发展带来了非常大的帮助。提及云原生技术也不是单纯因为需求存在，而是在于抖音通过云原生技术架构的改造，切实抗住了春晚12亿红包雨的资源压力……</p>\n<p>所以，并不是说互联网公司一开始就具备非常强的服务B 端的能力。正如杨震原所说，“这个行业速度不会那么快。我们也会三十年、五十年坚持去做这件事情。”</p>\n<p>既知行且难，仍下定决心，才显得这件事情的意义非凡。</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\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n字节跳动走出“舒适圈”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2021-06-18 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 字节ToB行军图\n</blockquote>\n<p>字节跳动的ToB布局在加速。</p>\n<p>无论是媒体透露出的字节跳动似乎筹备进军IaaS云市场，亦或是字节跳动本身的一系列市场动作：如飞书4.0一站式协作与管理平台的升级，火山引擎将擅长的推荐算法、音视频技术、数据中台等核心能力以技术平台的方式，开放给企业客户。</p>\n<p>外界或许仍在疑惑，字节跳动挥出这样一张ToB的牌像是在模仿谁。但眼下，每家头部互联网公司的业务规模和场景复杂度都已经今时不同往日。自研-自用-上云开放这个路子的背后，是进化到如今这个体量的企业应该要考虑的事情。而结合自身优势资源，以客户为视角，这是当下包括字节跳动在内互联网公司ToB的典型思路。</p>\n<p><b>1、</b><b><b>挥出ToB“组合拳”</b></b></p>\n<p>在雷锋网过去与不同企业软件服务商的交谈中，时常会蹦出一家企业名字。他们口中的这家企业并不是因为采用了他们的服务，而是因为它自研的一些工具和技术方案让这些服务商们感到十分好奇。事实上，不只是服务商，就连很多企业客户也希望能够从这家企业身上学习或获得一些开放的工具。这家企业就是字节跳动。</p>\n<p>2017年，一家手机厂商找到字节跳动希望使用今日头条的推荐算法，双方后来的合作颇有成效，而这实际也为字节跳动打开了新思路。</p>\n<p>字节跳动认为，开放技术将有助于提升科技企业自身的创新力。因此，建设高标准的技术团队，就必须进行市场化管理，让技术团队在更大的市场、更多的场景服务客户，这是字节跳动技术“后卫变前锋”的由来。</p>\n<p>这也是梳理ToB业务线前首先要摸清的字节逻辑。</p>\n<p>最近的媒体沟通会上，字节跳动副总裁杨震原明确指出了字节跳动的三大ToB业务板块，包括：巨量引擎、飞书和火山引擎。</p>\n<ul>\n <li><p>巨量引擎，是字节跳动旗下一款营销服务品牌，企业如果想要在今日头条、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、西瓜视频等字节系App上投放广告，都可以通过巨量引擎找到对应的方案和能力。</p></li>\n <li><p>飞书，是一款企业效率工具。在此之前，字节跳动曾先后投资或并购了石墨文档、坚果云、朝夕日历、幕布等SaaS企业，以增强在这个领域的势能。</p></li>\n <li><p>火山引擎的发布时间更短，却也格外受到业界关注。值得一提的是，此前字节跳动全资收购了才云科技，将其并入火山引擎业务线。</p></li>\n</ul>\n<p>总的来讲，三个业务板块各有专注的企业需求场景差异性，但同时也会因为共同的客户而联合提供服务。巨量引擎负责广告业务，具备成熟的流量变现商业模式；飞书负责解决企业办公场景，掌握企业协同办公的界面（入口）；火山引擎作为一款全新的产品平台，比飞书、巨量引擎的位置更偏后端。</p>\n<p><img src=\"https://static.tigerbbs.com/5c9ff10724c2a533c5a6248c03497956\" tg-width=\"740\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>你会发现，火山引擎在推荐算法、音视频、数据分析等技术模块向下延伸到基于云原生的统一基础服务（甚至很有可能做计算、存储、网络等IaaS底层），向上延伸到面向泛互联网、零售、汽车、金融、文旅等场景、解决方案，呈现出了一套特色的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>增长技术架构图。</p>\n<p><b>2、</b><b><b>组织能力不断进化</b></b></p>\n<p>2019年，时任抖音总裁的张楠曾在一次交流中对字节跳动有过这样一段描述：</p>\n<blockquote>\n “字节跳动的业务组织架构是这样的模式，先建立一个又一个小而完整的BEO，再通过强大的数据中台为前台服务……抖音刚开始做的时候人数并不多，但是有非常强大的中台支持，之后做得好的业务和服务也能总结经验再回到中台，向其它业务部门提供支持。”\n</blockquote>\n<p>素有App工厂之称的字节跳动，本身就具备一个大的技术中台，前端业务层的孵化、创新、持续成长，都依靠大技术中台的支撑，而无论是成功还是失败的产品经验，最终又会反馈到中台，不断促进中台的成长。</p>\n<p>据了解，字节跳动内部有400多条业务线，都在使用同一个实验平台和指标口径。</p>\n<p>可以看到，近些年抖音从日活从几十万到几亿规模的激增，除了抖音团队本身的贡献外，更依赖于字节跳动组织体系大中台的运转。</p>\n<p>举个例子，可能抖音上线了一个特效功能，这个功能最早在其他业务线还没有尝试过。但当抖音的这套功能上线并得到了大量用户使用反馈后，你会不经意发现，在字节旗下其他的业务线如西瓜视频里也有这样类似的功能了。</p>\n<p>尽管创新有时会因为不同的场景存在一定的技术挑战，不一定会有上述的举例那么理想化，但在抖音的这个故事里，中台和业务组织的网状化，让企业创新应用的普适性速度变得更高了。</p>\n<p>特殊之处在于，这种模式下，可能面向最终客户的服务体系（如市场、销售等业务板块）是相对独立的，但最终给到客户的解决方案或产品仍是一个完整的整体。</p>\n<p><b>3、</b><b><b>走出企业需求的探索期</b></b></p>\n<p>事实上，除了上述提及的火山引擎、飞书之外，字节跳动已经有诸多服务企业级客户的探索，如2019年智能推荐服务“灵驹”的开放（后并入到火山引擎推荐算法服务里），2020年上线的在线签名平台“电子牵”。在ToB教育领域的晓羊教育、学霸君，字节跳动也在暗暗埋下伏笔。</p>\n<p>据雷锋网不完全总结，字节跳动在ToB市场埋下的业务线，已经囊括了营销、协同办公、电子签名、K12教育、搜索、智能硬件、车联网、PaaS、SaaS云服务等。</p>\n<p>不同于移动互联网时代，今日头条、抖音、西瓜视频、懂车帝等C端爆品依靠上述字节跳动强大的中台支撑，完成了海量C端用户的积累。当字节跳动决定走出“舒适圈”，提出客户价值服务，向产业互联网进军时，也需要进化出服务B端的能力。</p>\n<blockquote>\n 一位从业者曾对雷锋网说：“传统企业，像能源、交通、金融等典型行业，他们其实已经非常希望拥有一套（中台）架构为前线进行赋能，支持一线更好的创新，不是原来管控的方式。”\n</blockquote>\n<p>那么从需求侧观察，企业数字化的演进升级中，有三个值得关注的新挑战：</p>\n<ul>\n <li><p>首先，企业对解决方案的要求，从原先单纯上云、上数据平台，到如今希望用好云，提升业务价值。</p></li>\n <li><p>其次，不同于最先上云的互联网公司，传统企业天然存在大量的数据孤岛、信息孤岛问题，他们首先希望在增量业务上产生价值，对老旧的业务系统可能就没有动力。</p></li>\n <li><p>再次，技术落地本身将更加受限于企业场景，这跟原先C端产品的逻辑和挑战完全不同。比如对数据的安全性要求，对数据处理的实时性要求，这些完全是个性化的。企业也不能指望厂商能将所有的问题解决掉，而是提升业务发展的同时，加强自身IT治理的能力。</p></li>\n</ul>\n<p>当然，要赢得下一场战争，字节跳动并不需要重新构建另一套技术体系，而是将这套体系产品化，在不断对外赋能客户的同时，反馈自身不断进化再进化，争取绝对优势。</p>\n<p>以在线电商为例，本来刺激消费、拉新已经存在一定瓶颈。但当短视频+电商直播的模式得到广泛实践后，这一市场瓶颈就被破除掉了。</p>\n<p>这其实是非常细小的场景，但如何深刻理解这些场景往往就在这些细枝末节中。</p>\n<p><b>4、</b><b><b>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的“差距”</b></b></p>\n<p>尽管过去字节跳动最擅长的ToB技术技能是推荐引擎，也让字节跳动具备最像<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的业务形态。</p>\n<p>但这一次，杨震原特别提及了亚马逊的成长范式。同样是将企业内部的工具和应用对外开放商业化，同样是尝试将IT从企业的成本中心向利润中心转型。</p>\n<p>比如，在IaaS层面，当企业的业务体量很小时是感受不到不同IaaS的差异，也就是说买谁的都一样，但到一定体量时，企业应用与硬件的结合优化趋势下，这层差异可能就比较明显了。比如如何适应如今以视频流为载体，机器学习算法为计算模式的云资源的弹性调用？</p>\n<p>而在商业层面，又是否存在这样的可能性？小客户比较关心价格，互联网客户希望高性价比，而政企类客户对安全合规的要求往往高于价格因素的考虑。那么，如何利用积累的行业know-how，触动到这些潜在客户，是下一个阶段市场竞争的焦点。</p>\n<p>回到上文，火山引擎从成立之初到现在，也开始着力进化出两层能力：第一层，直接面向客户提供推荐算法、A/B测试等应用层工具级能力；第二层，进一步扩展云生态（以及广大合作伙伴）的能力，在音视频、数据中台、容器等PaaS层面持续夯实基础。</p>\n<p>字节跳动提及A/B测试产品的故事并不是因为这个市场有多大，而是在于A/B测试曾为抖音这样一个爆品早期发展带来了非常大的帮助。提及云原生技术也不是单纯因为需求存在，而是在于抖音通过云原生技术架构的改造，切实抗住了春晚12亿红包雨的资源压力……</p>\n<p>所以，并不是说互联网公司一开始就具备非常强的服务B 端的能力。正如杨震原所说，“这个行业速度不会那么快。我们也会三十年、五十年坚持去做这件事情。”</p>\n<p>既知行且难，仍下定决心，才显得这件事情的意义非凡。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138715013","content_text":"字节ToB行军图\n\n字节跳动的ToB布局在加速。\n无论是媒体透露出的字节跳动似乎筹备进军IaaS云市场，亦或是字节跳动本身的一系列市场动作：如飞书4.0一站式协作与管理平台的升级，火山引擎将擅长的推荐算法、音视频技术、数据中台等核心能力以技术平台的方式，开放给企业客户。\n外界或许仍在疑惑，字节跳动挥出这样一张ToB的牌像是在模仿谁。但眼下，每家头部互联网公司的业务规模和场景复杂度都已经今时不同往日。自研-自用-上云开放这个路子的背后，是进化到如今这个体量的企业应该要考虑的事情。而结合自身优势资源，以客户为视角，这是当下包括字节跳动在内互联网公司ToB的典型思路。\n1、挥出ToB“组合拳”\n在雷锋网过去与不同企业软件服务商的交谈中，时常会蹦出一家企业名字。他们口中的这家企业并不是因为采用了他们的服务，而是因为它自研的一些工具和技术方案让这些服务商们感到十分好奇。事实上，不只是服务商，就连很多企业客户也希望能够从这家企业身上学习或获得一些开放的工具。这家企业就是字节跳动。\n2017年，一家手机厂商找到字节跳动希望使用今日头条的推荐算法，双方后来的合作颇有成效，而这实际也为字节跳动打开了新思路。\n字节跳动认为，开放技术将有助于提升科技企业自身的创新力。因此，建设高标准的技术团队，就必须进行市场化管理，让技术团队在更大的市场、更多的场景服务客户，这是字节跳动技术“后卫变前锋”的由来。\n这也是梳理ToB业务线前首先要摸清的字节逻辑。\n最近的媒体沟通会上，字节跳动副总裁杨震原明确指出了字节跳动的三大ToB业务板块，包括：巨量引擎、飞书和火山引擎。\n\n巨量引擎，是字节跳动旗下一款营销服务品牌，企业如果想要在今日头条、抖音、西瓜视频等字节系App上投放广告，都可以通过巨量引擎找到对应的方案和能力。\n飞书，是一款企业效率工具。在此之前，字节跳动曾先后投资或并购了石墨文档、坚果云、朝夕日历、幕布等SaaS企业，以增强在这个领域的势能。\n火山引擎的发布时间更短，却也格外受到业界关注。值得一提的是，此前字节跳动全资收购了才云科技，将其并入火山引擎业务线。\n\n总的来讲，三个业务板块各有专注的企业需求场景差异性，但同时也会因为共同的客户而联合提供服务。巨量引擎负责广告业务，具备成熟的流量变现商业模式；飞书负责解决企业办公场景，掌握企业协同办公的界面（入口）；火山引擎作为一款全新的产品平台，比飞书、巨量引擎的位置更偏后端。\n\n你会发现，火山引擎在推荐算法、音视频、数据分析等技术模块向下延伸到基于云原生的统一基础服务（甚至很有可能做计算、存储、网络等IaaS底层），向上延伸到面向泛互联网、零售、汽车、金融、文旅等场景、解决方案，呈现出了一套特色的智能增长技术架构图。\n2、组织能力不断进化\n2019年，时任抖音总裁的张楠曾在一次交流中对字节跳动有过这样一段描述：\n\n “字节跳动的业务组织架构是这样的模式，先建立一个又一个小而完整的BEO，再通过强大的数据中台为前台服务……抖音刚开始做的时候人数并不多，但是有非常强大的中台支持，之后做得好的业务和服务也能总结经验再回到中台，向其它业务部门提供支持。”\n\n素有App工厂之称的字节跳动，本身就具备一个大的技术中台，前端业务层的孵化、创新、持续成长，都依靠大技术中台的支撑，而无论是成功还是失败的产品经验，最终又会反馈到中台，不断促进中台的成长。\n据了解，字节跳动内部有400多条业务线，都在使用同一个实验平台和指标口径。\n可以看到，近些年抖音从日活从几十万到几亿规模的激增，除了抖音团队本身的贡献外，更依赖于字节跳动组织体系大中台的运转。\n举个例子，可能抖音上线了一个特效功能，这个功能最早在其他业务线还没有尝试过。但当抖音的这套功能上线并得到了大量用户使用反馈后，你会不经意发现，在字节旗下其他的业务线如西瓜视频里也有这样类似的功能了。\n尽管创新有时会因为不同的场景存在一定的技术挑战，不一定会有上述的举例那么理想化，但在抖音的这个故事里，中台和业务组织的网状化，让企业创新应用的普适性速度变得更高了。\n特殊之处在于，这种模式下，可能面向最终客户的服务体系（如市场、销售等业务板块）是相对独立的，但最终给到客户的解决方案或产品仍是一个完整的整体。\n3、走出企业需求的探索期\n事实上，除了上述提及的火山引擎、飞书之外，字节跳动已经有诸多服务企业级客户的探索，如2019年智能推荐服务“灵驹”的开放（后并入到火山引擎推荐算法服务里），2020年上线的在线签名平台“电子牵”。在ToB教育领域的晓羊教育、学霸君，字节跳动也在暗暗埋下伏笔。\n据雷锋网不完全总结，字节跳动在ToB市场埋下的业务线，已经囊括了营销、协同办公、电子签名、K12教育、搜索、智能硬件、车联网、PaaS、SaaS云服务等。\n不同于移动互联网时代，今日头条、抖音、西瓜视频、懂车帝等C端爆品依靠上述字节跳动强大的中台支撑，完成了海量C端用户的积累。当字节跳动决定走出“舒适圈”，提出客户价值服务，向产业互联网进军时，也需要进化出服务B端的能力。\n\n 一位从业者曾对雷锋网说：“传统企业，像能源、交通、金融等典型行业，他们其实已经非常希望拥有一套（中台）架构为前线进行赋能，支持一线更好的创新，不是原来管控的方式。”\n\n那么从需求侧观察，企业数字化的演进升级中，有三个值得关注的新挑战：\n\n首先，企业对解决方案的要求，从原先单纯上云、上数据平台，到如今希望用好云，提升业务价值。\n其次，不同于最先上云的互联网公司，传统企业天然存在大量的数据孤岛、信息孤岛问题，他们首先希望在增量业务上产生价值，对老旧的业务系统可能就没有动力。\n再次，技术落地本身将更加受限于企业场景，这跟原先C端产品的逻辑和挑战完全不同。比如对数据的安全性要求，对数据处理的实时性要求，这些完全是个性化的。企业也不能指望厂商能将所有的问题解决掉，而是提升业务发展的同时，加强自身IT治理的能力。\n\n当然，要赢得下一场战争，字节跳动并不需要重新构建另一套技术体系，而是将这套体系产品化，在不断对外赋能客户的同时，反馈自身不断进化再进化，争取绝对优势。\n以在线电商为例，本来刺激消费、拉新已经存在一定瓶颈。但当短视频+电商直播的模式得到广泛实践后，这一市场瓶颈就被破除掉了。\n这其实是非常细小的场景，但如何深刻理解这些场景往往就在这些细枝末节中。\n4、与亚马逊的“差距”\n尽管过去字节跳动最擅长的ToB技术技能是推荐引擎，也让字节跳动具备最像谷歌的业务形态。\n但这一次，杨震原特别提及了亚马逊的成长范式。同样是将企业内部的工具和应用对外开放商业化，同样是尝试将IT从企业的成本中心向利润中心转型。\n比如，在IaaS层面，当企业的业务体量很小时是感受不到不同IaaS的差异，也就是说买谁的都一样，但到一定体量时，企业应用与硬件的结合优化趋势下，这层差异可能就比较明显了。比如如何适应如今以视频流为载体，机器学习算法为计算模式的云资源的弹性调用？\n而在商业层面，又是否存在这样的可能性？小客户比较关心价格，互联网客户希望高性价比，而政企类客户对安全合规的要求往往高于价格因素的考虑。那么，如何利用积累的行业know-how，触动到这些潜在客户，是下一个阶段市场竞争的焦点。\n回到上文，火山引擎从成立之初到现在，也开始着力进化出两层能力：第一层，直接面向客户提供推荐算法、A/B测试等应用层工具级能力；第二层，进一步扩展云生态（以及广大合作伙伴）的能力，在音视频、数据中台、容器等PaaS层面持续夯实基础。\n字节跳动提及A/B测试产品的故事并不是因为这个市场有多大，而是在于A/B测试曾为抖音这样一个爆品早期发展带来了非常大的帮助。提及云原生技术也不是单纯因为需求存在，而是在于抖音通过云原生技术架构的改造，切实抗住了春晚12亿红包雨的资源压力……\n所以，并不是说互联网公司一开始就具备非常强的服务B 端的能力。正如杨震原所说，“这个行业速度不会那么快。我们也会三十年、五十年坚持去做这件事情。”\n既知行且难，仍下定决心，才显得这件事情的意义非凡。","news_type":1},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166179769,"gmtCreate":1623999109551,"gmtModify":1631889341113,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不贵","listText":"不贵","text":"不贵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166179769","repostId":"2144723622","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169718217,"gmtCreate":1623850838139,"gmtModify":1631886270129,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>wsb不来了？","listText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>wsb不来了？","text":"$Corsair Gaming, Inc.(CRSR)$wsb不来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169718217","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169713452,"gmtCreate":1623850794076,"gmtModify":1631889341115,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169713452","repostId":"1152701678","repostType":4,"repost":{"id":"1152701678","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1623849371,"share":"https://www.laohu8.com/m/news/1152701678?lang=&edition=full","pubTime":"2021-06-16 21:16","market":"us","language":"zh","title":"特斯拉股价持续低迷，有分析师号召抄底了","url":"https://stock-news.laohu8.com/highlight/detail?id=1152701678","media":"华尔街见闻","summary":"“现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级，但似乎特斯拉的股价并没有因此提振。\n\n自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上","content":"<blockquote>\n “现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n</blockquote>\n<p>尽管瑞穗的分析师再三强调<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的买入评级，但似乎特斯拉的股价并没有因此提振。</p>\n<p><img src=\"https://static.tigerbbs.com/1fe3d104801bb262eb924f04cdc5f706\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上涨态势。</p>\n<p>瑞穗的分析师表示，特斯拉的买入评级是根据其在全球电动车市场的领先地位，以及拜登的基建计划对特斯拉将有显著提振得出的结论。</p>\n<p>洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉表现出看好的态度，并称特斯拉在可预见的将来中都将是电动车行业的领导者。</p>\n<p>Bapis称：“如果你去看一些基金产品的持仓，一旦它们的持仓列表中没有出现特斯拉这只股票，那么一定会有人质疑为什么不买它？”</p>\n<p>Bapis还表示，尽管特斯拉去年涨得太猛太快，尽管今年它的供应链存在着缺芯以及延误交货，但只要没人能突破特斯拉在电动车行业的技术壁垒，再看看特斯拉自己的基本面和增长潜力，只要有机会，就应该买入。</p>\n<p>Bapis说：“我认为现在就是买入的时机，然后把它放在那，押注公司强劲的基本面和行业领先的地位，你们会发现找不到比它更好的电动车龙头标的。”</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>特斯拉股价持续低迷，有分析师号召抄底了</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特斯拉股价持续低迷，有分析师号召抄底了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-16 21:16 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级，但似乎特斯拉的股价并没有因此提振。\n\n自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上涨态势。\n瑞穗的分析师表示，特斯拉的买入评级是根据其在全球电动车市场的领先地位，以及拜登的基建计划对特斯拉将有显著提振得出的结论。\n洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152701678","content_text":"“现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级，但似乎特斯拉的股价并没有因此提振。\n\n自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上涨态势。\n瑞穗的分析师表示，特斯拉的买入评级是根据其在全球电动车市场的领先地位，以及拜登的基建计划对特斯拉将有显著提振得出的结论。\n洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉表现出看好的态度，并称特斯拉在可预见的将来中都将是电动车行业的领导者。\nBapis称：“如果你去看一些基金产品的持仓，一旦它们的持仓列表中没有出现特斯拉这只股票，那么一定会有人质疑为什么不买它？”\nBapis还表示，尽管特斯拉去年涨得太猛太快，尽管今年它的供应链存在着缺芯以及延误交货，但只要没人能突破特斯拉在电动车行业的技术壁垒，再看看特斯拉自己的基本面和增长潜力，只要有机会，就应该买入。\nBapis说：“我认为现在就是买入的时机，然后把它放在那，押注公司强劲的基本面和行业领先的地位，你们会发现找不到比它更好的电动车龙头标的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184088030,"gmtCreate":1623678144820,"gmtModify":1631889341120,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184088030","repostId":"1138908890","repostType":4,"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181703696,"gmtCreate":1623409812015,"gmtModify":1631889341125,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181703696","repostId":"1110634557","repostType":4,"repost":{"id":"1110634557","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":1623403826,"share":"https://www.laohu8.com/m/news/1110634557?lang=&edition=full","pubTime":"2021-06-11 17:30","market":"us","language":"zh","title":"盘前异动：一生物制药股暴涨58%！石油股罕见躁动","url":"https://stock-news.laohu8.com/highlight/detail?id=1110634557","media":"老虎资讯综合","summary":"摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。\n\n6月11日，美国三大股指期货上涨","content":"<blockquote>\n <b>摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。</b>\n</blockquote>\n<p>6月11日，美国三大股指期货上涨，截至发稿，道指期货涨0.12%；标普500指数期货涨0.06%；纳斯达克100指数期货涨0.03%。<img src=\"https://static.tigerbbs.com/43e4ba8ae21b54df6be8bc5f593b84e9\" tg-width=\"828\" tg-height=\"245\">WSB概念股涨跌互现，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超3%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、ContextLogic涨超1%，Clover Health跌超2%，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌近1%。消息面上，据数据公司Ortex Analytics，自5月初以来，对冲基金因押注五只流行的WSB股票——游戏驿站、<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>、AMC院线、<a href=\"https://laohu8.com/S/BB\">黑莓</a>和Clover Health，累计亏损60亿美元。Ortex的联合创始人Peter Hillerberg表示，对冲基金最近减少了对WSB股票的空头头寸，但空头兴趣仍然“处于非常高的水平”。</p>\n<p>国际油价继续上涨，美股石油概念股盘前普涨。<a href=\"https://laohu8.com/S/PTR\">中石油</a>盘前涨超4%，荷兰皇家壳牌石油B涨超1%，荷兰皇家壳牌石油A、<a href=\"https://laohu8.com/S/BP\">英国石油</a>涨近1%。</p>\n<p>部分区块链板块盘前走高，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超5%，SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>盘前涨超4%，财报显示：Q1实现总收入1.98亿元，归属股东净利润7640万元，非美国通用会计准则下毛利率从上个季度的62.3%上升至本季度的70.2%，营业亏损5700万元，较去年同期大幅缩窄。</p>\n<p>生物制药公司<a href=\"https://laohu8.com/S/PGEN\">Precigen</a>盘前涨超58%，公司公布了1型糖尿病研究数据。</p>\n<p>在线教育课程解决方案阿米斯特<a href=\"https://laohu8.com/S/AMST\">Amesite Inc.</a>(AMST.O)盘前暴涨，现涨超87%。</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>盘前异动：一生物制药股暴涨58%！石油股罕见躁动</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盘前异动：一生物制药股暴涨58%！石油股罕见躁动\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\">2021-06-11 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。</b>\n</blockquote>\n<p>6月11日，美国三大股指期货上涨，截至发稿，道指期货涨0.12%；标普500指数期货涨0.06%；纳斯达克100指数期货涨0.03%。<img src=\"https://static.tigerbbs.com/43e4ba8ae21b54df6be8bc5f593b84e9\" tg-width=\"828\" tg-height=\"245\">WSB概念股涨跌互现，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超3%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、ContextLogic涨超1%，Clover Health跌超2%，<a href=\"https://laohu8.com/S/MVIS\">维视图像</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌近1%。消息面上，据数据公司Ortex Analytics，自5月初以来，对冲基金因押注五只流行的WSB股票——游戏驿站、<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>、AMC院线、<a href=\"https://laohu8.com/S/BB\">黑莓</a>和Clover Health，累计亏损60亿美元。Ortex的联合创始人Peter Hillerberg表示，对冲基金最近减少了对WSB股票的空头头寸，但空头兴趣仍然“处于非常高的水平”。</p>\n<p>国际油价继续上涨，美股石油概念股盘前普涨。<a href=\"https://laohu8.com/S/PTR\">中石油</a>盘前涨超4%，荷兰皇家壳牌石油B涨超1%，荷兰皇家壳牌石油A、<a href=\"https://laohu8.com/S/BP\">英国石油</a>涨近1%。</p>\n<p>部分区块链板块盘前走高，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超5%，SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>盘前涨超4%，财报显示：Q1实现总收入1.98亿元，归属股东净利润7640万元，非美国通用会计准则下毛利率从上个季度的62.3%上升至本季度的70.2%，营业亏损5700万元，较去年同期大幅缩窄。</p>\n<p>生物制药公司<a href=\"https://laohu8.com/S/PGEN\">Precigen</a>盘前涨超58%，公司公布了1型糖尿病研究数据。</p>\n<p>在线教育课程解决方案阿米斯特<a href=\"https://laohu8.com/S/AMST\">Amesite Inc.</a>(AMST.O)盘前暴涨，现涨超87%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线",".SPX":"S&P 500 Index","BB":"黑莓","CMCM":"猎豹移动",".DJI":"道琼斯","CAN":"嘉楠科技",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110634557","content_text":"摘要：美国三大股指期货上涨，游戏驿站、AMC院线等部分WSB概念股小幅“躁动”；国际油价上涨，中石油涨超4%；公布研究数据，生物制药公司Precigen涨超58%。\n\n6月11日，美国三大股指期货上涨，截至发稿，道指期货涨0.12%；标普500指数期货涨0.06%；纳斯达克100指数期货涨0.03%。WSB概念股涨跌互现，游戏驿站涨超4%，AMC院线涨超3%，黑莓、ContextLogic涨超1%，Clover Health跌超2%，维视图像、高斯电子跌近1%。消息面上，据数据公司Ortex Analytics，自5月初以来，对冲基金因押注五只流行的WSB股票——游戏驿站、3B家居、AMC院线、黑莓和Clover Health，累计亏损60亿美元。Ortex的联合创始人Peter Hillerberg表示，对冲基金最近减少了对WSB股票的空头头寸，但空头兴趣仍然“处于非常高的水平”。\n国际油价继续上涨，美股石油概念股盘前普涨。中石油盘前涨超4%，荷兰皇家壳牌石油B涨超1%，荷兰皇家壳牌石油A、英国石油涨近1%。\n部分区块链板块盘前走高，第九城市涨超5%，SOS、嘉楠科技涨超2%。\n猎豹移动盘前涨超4%，财报显示：Q1实现总收入1.98亿元，归属股东净利润7640万元，非美国通用会计准则下毛利率从上个季度的62.3%上升至本季度的70.2%，营业亏损5700万元，较去年同期大幅缩窄。\n生物制药公司Precigen盘前涨超58%，公司公布了1型糖尿病研究数据。\n在线教育课程解决方案阿米斯特Amesite Inc.(AMST.O)盘前暴涨，现涨超87%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183259365,"gmtCreate":1623333577457,"gmtModify":1631889341128,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183259365","repostId":"2142226049","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117401637,"gmtCreate":1623155052529,"gmtModify":1631889341128,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117401637","repostId":"1194772235","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114973316,"gmtCreate":1623046311935,"gmtModify":1631889341130,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114973316","repostId":"1120640461","repostType":4,"repost":{"id":"1120640461","pubTimestamp":1623045266,"share":"https://www.laohu8.com/m/news/1120640461?lang=&edition=full","pubTime":"2021-06-07 13:54","market":"hk","language":"zh","title":"雾化吸入式疫苗正申请紧急使用，康希诺生物涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120640461","media":"金融界","summary":"吸入式疫苗与目前的针剂注射疫苗为一款疫苗，均是使用腺病毒五型载体的疫苗。","content":"<p>周一，港股<a href=\"https://laohu8.com/S/06185\">康希诺生物</a>盘中持续拉升，一度涨超10%，截至发稿涨超9%。</p><p><img src=\"https://static.tigerbbs.com/2601cfca29d3f38f068a87953f411f7c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>消息面上，中国工程院院士陈薇近日透露，由其团队和康希诺生物合作研发的腺病毒载体雾化吸入式疫苗，正在申请紧急使用。康希诺生物董事长宇学峰近日亦表示，吸入式疫苗与目前的针剂注射疫苗为一款疫苗，均是使用腺病毒五型载体的疫苗，只是通过吸入给药，目前产品已进入临床二期试验。</p>","source":"jinrongjie_highlight","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>雾化吸入式疫苗正申请紧急使用，康希诺生物涨超10%</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雾化吸入式疫苗正申请紧急使用，康希诺生物涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 13:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://m.jrj.com.cn/madapter/hk/2021/06/07131732886447.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，港股康希诺生物盘中持续拉升，一度涨超10%，截至发稿涨超9%。消息面上，中国工程院院士陈薇近日透露，由其团队和康希诺生物合作研发的腺病毒载体雾化吸入式疫苗，正在申请紧急使用。康希诺生物董事长宇学峰近日亦表示，吸入式疫苗与目前的针剂注射疫苗为一款疫苗，均是使用腺病毒五型载体的疫苗，只是通过吸入给药，目前产品已进入临床二期试验。</p>\n\n<a href=\"https://m.jrj.com.cn/madapter/hk/2021/06/07131732886447.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/25be8370915e007d5cfa181d59e90b97","relate_stocks":{"688185":"康希诺","06185":"康希诺生物"},"source_url":"https://m.jrj.com.cn/madapter/hk/2021/06/07131732886447.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120640461","content_text":"周一，港股康希诺生物盘中持续拉升，一度涨超10%，截至发稿涨超9%。消息面上，中国工程院院士陈薇近日透露，由其团队和康希诺生物合作研发的腺病毒载体雾化吸入式疫苗，正在申请紧急使用。康希诺生物董事长宇学峰近日亦表示，吸入式疫苗与目前的针剂注射疫苗为一款疫苗，均是使用腺病毒五型载体的疫苗，只是通过吸入给药，目前产品已进入临床二期试验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115398038,"gmtCreate":1622949552524,"gmtModify":1631891684318,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又没了？","listText":"又没了？","text":"又没了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115398038","repostId":"2141858012","repostType":4,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112808449,"gmtCreate":1622858545081,"gmtModify":1631891684330,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/112808449","repostId":"2141540084","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":325335221,"gmtCreate":1615863379363,"gmtModify":1703494150458,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Inc.(FSLY)$什么原因大跌呀？有人解答一下吗。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388991455","isVote":1,"tweetType":1,"viewCount":2743,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556673123235725","authorId":"3556673123235725","name":"Hoshihara","avatar":"https://static.tigerbbs.com/b6d8472d37101aafad4282856fc86c70","crmLevel":1,"crmLevelSwitch":0},"content":"财报前洗盘，短期技术调整。","text":"财报前洗盘，短期技术调整。","html":"财报前洗盘，短期技术调整。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166731369,"gmtCreate":1624024711051,"gmtModify":1631889341106,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[贱笑]&nbsp;[贱笑]&nbsp;[贱笑]&nbsp;","listText":"[贱笑]&nbsp;[贱笑]&nbsp;[贱笑]&nbsp;","text":"[贱笑] [贱笑] [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166731369","repostId":"2144572198","repostType":4,"repost":{"id":"2144572198","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1623993218,"share":"https://www.laohu8.com/m/news/2144572198?lang=&edition=full","pubTime":"2021-06-18 13:13","market":"us","language":"zh","title":"超2万亿美股期权决战今晚“四巫日”","url":"https://stock-news.laohu8.com/highlight/detail?id=2144572198","media":"Wind万得","summary":"美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。\n四巫日(Quadruplewitchingday)是指美国市场于","content":"<p>美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。</p>\n<p>四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日，股指期货、股指期权、股票期权以及单一股票期货，都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动，多头空头相互博弈。</p>\n<p><b>本周五到期的期权包括：价值2400亿美元的<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权，总计价值超2万亿美元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e084b716c88bd8163b59b6f21fa71734\" tg-width=\"500\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>由于近期美股一直在创新高，预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示，行权价在3900和4150附近期权分布最密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。</p>\n<p><img src=\"https://static.tigerbbs.com/ac0e8bce636a6f73c6b57a18d39a180a\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>四巫日历来成交量都非常巨大，<b>但此次更值得注意的点是，此前美股波动率非常低，另外美联储流动性转折的暗示已经出来了。</b></p>\n<p>过去13个交易日，标普500指数波动率仅有5.1%，这是自2019年以来最低的波动率，但是与大盘死气沉沉相比，个股的波动性却极大，特别是散户抱团股，如GME和AMC等。</p>\n<p>野村证券的Charlie McElligott指出，<b>极低的大盘波动率与大量看涨gamma期权到期并存非常危险，</b>因为一旦头寸集体平仓，实际波动率可能会瞬间回升。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。</p>\n<p>另外，周四的美联储议息会议并没有表示立即收紧流动性，但是也承认了通胀高企短期不会消失，相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。</p>\n<p>周五，<b>68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储，刷新了5840亿美元的纪录高位。</b>而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着，在短短一天时间内，该工具的使用量增加了2351亿美元，增幅高达45%。</p>\n<p>美联储逆回购功效和中国刚刚相反，简单来说，我国央行逆回购的作用是为了释放流动性，而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来，美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。</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>超2万亿美股期权决战今晚“四巫日”</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; 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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超2万亿美股期权决战今晚“四巫日”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-18 13:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。</p>\n<p>四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日，股指期货、股指期权、股票期权以及单一股票期货，都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动，多头空头相互博弈。</p>\n<p><b>本周五到期的期权包括：价值2400亿美元的<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权，总计价值超2万亿美元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e084b716c88bd8163b59b6f21fa71734\" tg-width=\"500\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>由于近期美股一直在创新高，预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示，行权价在3900和4150附近期权分布最密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。</p>\n<p><img src=\"https://static.tigerbbs.com/ac0e8bce636a6f73c6b57a18d39a180a\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>四巫日历来成交量都非常巨大，<b>但此次更值得注意的点是，此前美股波动率非常低，另外美联储流动性转折的暗示已经出来了。</b></p>\n<p>过去13个交易日，标普500指数波动率仅有5.1%，这是自2019年以来最低的波动率，但是与大盘死气沉沉相比，个股的波动性却极大，特别是散户抱团股，如GME和AMC等。</p>\n<p>野村证券的Charlie McElligott指出，<b>极低的大盘波动率与大量看涨gamma期权到期并存非常危险，</b>因为一旦头寸集体平仓，实际波动率可能会瞬间回升。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。</p>\n<p>另外，周四的美联储议息会议并没有表示立即收紧流动性，但是也承认了通胀高企短期不会消失，相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。</p>\n<p>周五，<b>68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储，刷新了5840亿美元的纪录高位。</b>而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着，在短短一天时间内，该工具的使用量增加了2351亿美元，增幅高达45%。</p>\n<p>美联储逆回购功效和中国刚刚相反，简单来说，我国央行逆回购的作用是为了释放流动性，而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来，美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be0bdd49975f3ab5453ab8ae8b24f37e","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SVXY":"0.5倍做空波动率指数短期期货ETF","SQQQ":"纳指三倍做空ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","DJX":"1/100道琼斯","VIXY":"波动率短期期货指数ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","UVXY":"1.5倍做多波动率指数短期期货ETF-ProShares","SPY":"标普500ETF","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","UPRO":"三倍做多标普500ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","OEX":"标普100","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144572198","content_text":"美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。\n四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日，股指期货、股指期权、股票期权以及单一股票期货，都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动，多头空头相互博弈。\n本周五到期的期权包括：价值2400亿美元的标普500指数ETF期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权，总计价值超2万亿美元。\n\n由于近期美股一直在创新高，预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示，行权价在3900和4150附近期权分布最密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。\n\n四巫日历来成交量都非常巨大，但此次更值得注意的点是，此前美股波动率非常低，另外美联储流动性转折的暗示已经出来了。\n过去13个交易日，标普500指数波动率仅有5.1%，这是自2019年以来最低的波动率，但是与大盘死气沉沉相比，个股的波动性却极大，特别是散户抱团股，如GME和AMC等。\n野村证券的Charlie McElligott指出，极低的大盘波动率与大量看涨gamma期权到期并存非常危险，因为一旦头寸集体平仓，实际波动率可能会瞬间回升。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。\n另外，周四的美联储议息会议并没有表示立即收紧流动性，但是也承认了通胀高企短期不会消失，相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。\n周五，68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储，刷新了5840亿美元的纪录高位。而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着，在短短一天时间内，该工具的使用量增加了2351亿美元，增幅高达45%。\n美联储逆回购功效和中国刚刚相反，简单来说，我国央行逆回购的作用是为了释放流动性，而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来，美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183259365,"gmtCreate":1623333577457,"gmtModify":1631889341128,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183259365","repostId":"2142226049","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135016606,"gmtCreate":1622122237105,"gmtModify":1631891684382,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[汗颜]&nbsp;","listText":"[汗颜]&nbsp;","text":"[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135016606","repostId":"1139893263","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193927228,"gmtCreate":1620747102764,"gmtModify":1634196617675,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193927228","repostId":"1145506954","repostType":4,"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359034134,"gmtCreate":1616299460828,"gmtModify":1634526438249,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"2.0来了","listText":"2.0来了","text":"2.0来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359034134","repostId":"2120911091","repostType":4,"repost":{"id":"2120911091","pubTimestamp":1616294992,"share":"https://www.laohu8.com/m/news/2120911091?lang=&edition=full","pubTime":"2021-03-21 10:49","market":"us","language":"zh","title":"美联储表态SLR到期不续，什么是SLR？如何影响市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2120911091","media":"第一财经","summary":"3月19日，美联储表示，补充杠杆率的减免措施将于3月31日到期，将采取适当行动，以确保SLR的任何变动不会削弱银行资本金要求的整体力度。美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。2020年4月1日，美联储实施“将美国国债和存放美联储资产从SLR 指标扣除”的豁免条款。SLR政策到期如何影响市场中金公司认为，SLR政策若未能顺利延期，美债利率可能有进一步上行压力。","content":"<div>\n<p>美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。3月19日，美联储表示，补充杠杆率（SLR）的减免措施将于3月31日到期，将采取适当行动，以确保SLR的任何变动不会削弱银行资本金要求的整体力度。美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。美联储计划重新评估SLR，以确保它在“高储备”环境下仍能发挥作用。受此影响，美国10年期国债收益率短线跳升重返1.7%，...</p>\n\n<a href=\"http://yicai.com/news/100992861.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>美联储表态SLR到期不续，什么是SLR？如何影响市场</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; 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.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美联储表态SLR到期不续，什么是SLR？如何影响市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-21 10:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://yicai.com/news/100992861.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。3月19日，美联储表示，补充杠杆率（SLR）的减免措施将于3月31日到期，将采取适当行动，以确保SLR的任何变动不会削弱银行资本金要求的整体力度。美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。美联储计划重新评估SLR，以确保它在“高储备”环境下仍能发挥作用。受此影响，美国10年期国债收益率短线跳升重返1.7%，...</p>\n\n<a href=\"http://yicai.com/news/100992861.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/627bc890436e46f74a0fe8143398a725","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","DOG":"道指反向ETF","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF",".SPX":"S&P 500 Index","OEX":"标普100","QID":"纳指两倍做空ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","IVV":"标普500指数ETF"},"source_url":"http://yicai.com/news/100992861.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120911091","content_text":"美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。3月19日，美联储表示，补充杠杆率（SLR）的减免措施将于3月31日到期，将采取适当行动，以确保SLR的任何变动不会削弱银行资本金要求的整体力度。美联储认为允许规则到期不会削弱美国国债市场的流动性或造成市场混乱。美联储计划重新评估SLR，以确保它在“高储备”环境下仍能发挥作用。受此影响，美国10年期国债收益率短线跳升重返1.7%，现报1.742%。什么是SLRSLR是一种美联储针对商业银行的资本充足率指标，金融危机之后美联储修改了SLR相关的规定，对美国的大型银行额外杠杆施加限制，以防范银行系统风险。 2020年4月1日，美联储实施“将美国国债和存放美联储资产从SLR 指标扣除”的豁免条款（以下称 SLR 豁免条款）。该条款将于2021年3 月31日到期。新时代证券表示，1月底以来，美国债券市场内部出现了一个跷跷板现象，那就是长端美债利率上升的同时，短端美债利率下降。这和美国财政部在美联储的存款账户（treasury general account，TGA）缩减，以及银行补充杠杆率（SLR）豁免期限将至有关。SLR政策到期如何影响市场中金公司认为，SLR政策若未能顺利延期，美债利率可能有进一步上行压力。为了满足此前SLR考核框架下资本充足率要求，美国大型银行需要补充一级资本或压降其他类型风险资产（例如美债、信贷等），不排除银行需要通过卖出美债等降低风险资产敞口。一旦银行抛售美债，预计美债收益率上行压力将加大。中金公司指出，由于，与此同时美联储还在进行资产购买，这将会进一步增加大型银行的准备金，导致银行更难以满足SLR要求。美国1.9万亿美元财政刺激法案增加了美债供给，而刺激方案中对于居民补贴的部分最终会形成银行的存款，银行需要对此增加更多的存款准备金以满足监管要求，这也将削弱银行持有美债以及在回购市场中收取美债作为抵押品出借现金的意愿，美债供需压力可能会进一步加剧。中国银行表示，SLR豁免条款到期将主要产生以下五个方面影响：第一，美国银行业持有国债意愿将显著降低，弱化国债做市能力。第二，2-5年和6-10年期国债抛压将进一步增大，国债收益率曲线更趋陡峭化。第三，做空交易成为市场主流，国债回购利率跌入历史性负值。第四，银行存放美联储准备金趋降，倒逼资产结构调整。第五，美国大型银行SLR监管成本显著抬升。中国银行表示，美国国债收益率是基础性利率，是美国乃至全球资产定价之锚。美国国债收益率上行，将加大股市高位调整风险，抬升借贷资金成本，对美元指数产生小幅支撑作用，促使国际资本流动格局发生变化。在机构层面，银行减持国债，从根本上改变了国债及其回购市场的做市能力与流动性局面，依赖国债回购拆借资金的非银行金融机构将面临较大冲击；如果国债收益率上行引发跨市场资产价格大幅共振，将进一步加剧对冲基金、共同基金等非银行金融机构风险，进而传至整个金融机构体系，甚至诱发系统性危机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325334678,"gmtCreate":1615863435094,"gmtModify":1703494151314,"author":{"id":"3562192794306591","authorId":"3562192794306591","name":"SG_CY","avatar":"https://static.tigerbbs.com/c23ec4031439c90ac231239298ecc161","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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