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Anthonychia
2021-11-25
这篇文章不错,转发给大家看看
@MightyJoe:
$Lemonade, Inc.(LMND)$
flabbergasted. should I cut or hold?
Anthonychia
2021-02-18
好
高手过招!巴菲特已大赚30倍,高瓴为何此时入股比亚迪?
Anthonychia
2021-02-08
不错哦😄
抱歉,原内容已删除
Anthonychia
2021-02-08
好👌
抱歉,原内容已删除
去老虎APP查看更多动态
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href=https://mp.weixin.qq.com/s/G4VRXXnvWuoFdYyUElH9Vw><strong>中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月18日,上证报记者从相关方获悉,高瓴资本参与了此前比亚迪港股定增,但是未告知具体金额。\n2021年1月20日,比亚迪股份有限公司(1211.HK/002594.SZ)成功完成H股增发定价,此次配售1.33亿股H股,每股股价225港元,合计配股融资约299.25亿港元。\n\n高瓴资本创始人兼首席执行官张磊一直强调“流水不争先,争的是滔滔不绝。”更加关注行业发展前景的高瓴资本,此前参与宁德时代等公司...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/G4VRXXnvWuoFdYyUElH9Vw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9490fabe3a1e46bbe1e5ef6aa5be80fc","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://mp.weixin.qq.com/s/G4VRXXnvWuoFdYyUElH9Vw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198361786","content_text":"2月18日,上证报记者从相关方获悉,高瓴资本参与了此前比亚迪港股定增,但是未告知具体金额。\n2021年1月20日,比亚迪股份有限公司(1211.HK/002594.SZ)成功完成H股增发定价,此次配售1.33亿股H股,每股股价225港元,合计配股融资约299.25亿港元。\n\n高瓴资本创始人兼首席执行官张磊一直强调“流水不争先,争的是滔滔不绝。”更加关注行业发展前景的高瓴资本,此前参与宁德时代等公司的定增收获颇丰。这也让高瓴资本的投资,成为部分投资者“抄作业”的范本。\n比亚迪最近1年股价暴涨,高瓴资本此时高位入股,到底是看上了比亚迪什么?\n近十年亚洲汽车业最大定增募资\n时间回到1月21日,比亚迪发布港股定增情况。比亚迪以信披要求为由,未披露参与定增的投资机构名单。\n1月26日,比亚迪在调研纪要中披露,本次交易吸引了全球众多顶级长线、主权基金参与,实现了近20个交易日均价零折扣的发行。\n近300亿港元的募资,可谓罕见。\n此前的1月24日,恒大汽车发布公告,按前5个交易日平均收盘价折让8%的价格,向6名投资人定向增发9.52亿新股,共引资260亿港元。\n比亚迪这次募资额超越了恒大汽车的募资额。公司方面介绍,此次配售是过去十年亚洲汽车行业最大的股票融资项目、中国新能源汽车行业有史以来最大的股票发行项目,并且吸引了全球众多顶级长线、主权基金等超过200家机构投资者参与,认购订单多倍覆盖,实现了近20个交易日均价零折扣发行,是近五年来15亿美元以上折扣最小的港股新股配售。\n比亚迪称,本次融资将显著增强公司资本实力,为公司加码汽车电动化、智能化和动力电池等领域的投入提供强大的资金支持,助力公司业务实现快速成长,进一步巩固公司的行业领导地位。\n对于此次高瓴资本参与定增,比亚迪方面回应:“我们对高瓴资本参与本轮定增表示感谢和认可,相信前瞻资本与先进智造的结合会给企业带来更好的发展前景。”\n高瓴资本看好比亚迪什么?\n高瓴资本选择参与比亚迪港股定增,这是否说明高瓴资本仍看好新能源汽车产业?\n从投资标的看,高瓴资本这次选择了在新能源汽车产业链非常自主完整的比亚迪,显露出该机构对产业链自主可控的重视与看好。\n据介绍,比亚迪是全球新能源汽车引领者,连续七年中国新能源汽车销量第一,连续四年全球第一。公司拥有无可比拟的全产业链技术,并于2020年推出新一代刀片电池技术和新能源旗舰车型比亚迪“汉”。比亚迪“汉”树立了安全、性能、豪华的新标杆,单月销量突破1万辆。\n比如,汽车芯片,比亚迪就自立自强了。\n\n互动易问答\n此外,价值投资的代表人物沃伦·巴菲特长期持有比亚迪,而掌舵高瓴资本的张磊与巴菲特系莫逆之交。\n2008年9月27日至今,伯克希尔·哈撒韦能源,一直是比亚迪的股东。截至2021年2月18日收盘,比亚迪港股报收每股253.8港元,相较此前入股成本每股8港元,巴菲特浮盈已超30倍。\n沃伦·巴菲特的黄金搭档,伯克希尔·哈撒韦公司的副主席查理·芒格评价:“我们必须投资比亚迪。这家伙(王传福)简直就是爱迪生和韦尔奇的混合体:他可以像爱迪生那样解决技术问题,又可以像韦尔奇那样解决企业管理上的问题。”\n高瓴资本近年来在新能源领域的投资战绩显著,其先后投资了宁德时代、隆基股份等公司,被投公司也以股价大涨做出了回报。\n例如, 2020年7月高瓴资本斥资100亿元以每股161元的定增价格参与了宁德时代的市价定增。截至2月18日,宁德时代报收每股397元。如果高瓴资本一直持有宁德时代股票至今,其此次投资浮盈约1.47倍。\n\n宁德时代近期股价走势\n比亚迪近期动作不断\n高瓴资本参与比亚迪港股定增的另一面,是国内新能源汽车市场的火热。\n中汽协数据显示,1月,国内新能源汽车销量约为17.9万辆,同比增长238.5%,接近2.5倍,连续7个月刷新当月销量历史纪录。其中,纯电动汽车销量约为15.1万辆,同比增长287.8%;插电式混合动力汽车销量约为2.9万辆,同比增长104.7%。\n全国乘用车市场信息联席会秘书长崔东树分析:“2021年,新能源汽车销量呈现高起步态势,得益于新品和新动力的拉动,新能源汽车销量环比走势好于预期。”\n比亚迪2月3日晚公告称,公司1月份新能源汽车销量20178辆,同比增长182.88%;产量22393辆,同比增长205.16%;燃油汽车销量22223辆,同比增长23.19%;产量25225辆,同比增长39.44%。公司2021年1月新能源汽车动力电池及储能电池装机总量约为1.754GWh。\n\n2021年1月,比亚迪产销快报数据\n比亚迪近期动作不断。比亚迪的汽车板块在近日进行组织架构调整,涉及多位高管任命调整。其中,原比亚迪汽车销售公司总经理赵长江将调任高端品牌,负责筹建工作。\n比亚迪此举是出于品牌及业务发展需要,将更有利于比亚迪汽车在品牌建设、产品规划及营销、客户体验等方面的全方位提升,与伙伴和用户共建更具价值的汽车品牌。\n同时,比亚迪近期大举增资旗下子公司。2月2日,比亚迪董事会审议通过议案,公司分别以现金出资方式对全资子公司比亚迪汽车工业有限公司(下称“比亚迪汽车工业”)增资8.5亿美元或等值人民币,对控股子公司比亚迪汽车有限公司增资30亿元,对全资子公司深圳市比亚迪供应链管理有限公司(下称“比亚迪供应链”)增资30亿元。\n2月4日,天眼查显示,比亚迪供应链、比亚迪汽车工业已完成相应增资。例如,比亚迪汽车工业于近日发生工商变更,注册资本从约12亿美元增至约21亿美元,该公司系比亚迪全资子公司,经营范围包括:汽车、及其零配件的研发;家庭能源系统产品的研发及销售等。\n对于此次高瓴资本参与比亚迪港股定增,多名业内人士认为,比亚迪的市值虽然已超7400亿元,但是其作为国内新能源汽车极具创新的龙头企业,国内的新能源汽车市场的前景为其今后发展奠定了良好基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389576454,"gmtCreate":1612792340478,"gmtModify":1703765076196,"author":{"id":"3562328728804932","authorId":"3562328728804932","name":"Anthonychia","avatar":"https://static.tigerbbs.com/b66c431b6ac3628cbebe625e14b705e0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错哦😄","listText":"不错哦😄","text":"不错哦😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389576454","repostId":"1154578888","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389547084,"gmtCreate":1612791855448,"gmtModify":1703765066463,"author":{"id":"3562328728804932","authorId":"3562328728804932","name":"Anthonychia","avatar":"https://static.tigerbbs.com/b66c431b6ac3628cbebe625e14b705e0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好👌","listText":"好👌","text":"好👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389547084","repostId":"1105135051","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":384596493,"gmtCreate":1613659977512,"gmtModify":1634552736917,"author":{"id":"3562328728804932","authorId":"3562328728804932","name":"Anthonychia","avatar":"https://static.tigerbbs.com/b66c431b6ac3628cbebe625e14b705e0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384596493","repostId":"1198361786","repostType":4,"repost":{"id":"1198361786","pubTimestamp":1613659643,"share":"https://www.laohu8.com/m/news/1198361786?lang=&edition=full","pubTime":"2021-02-18 22:47","market":"hk","language":"zh","title":"高手过招!巴菲特已大赚30倍,高瓴为何此时入股比亚迪?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198361786","media":"中国证券网","summary":"2月18日,上证报记者从相关方获悉,高瓴资本参与了此前比亚迪港股定增,但是未告知具体金额。\n2021年1月20日,比亚迪股份有限公司(1211.HK/002594.SZ)成功完成H股增发定价,此次配售","content":"<div>\n<p>2月18日,上证报记者从相关方获悉,高瓴资本参与了此前比亚迪港股定增,但是未告知具体金额。\n2021年1月20日,比亚迪股份有限公司(1211.HK/002594.SZ)成功完成H股增发定价,此次配售1.33亿股H股,每股股价225港元,合计配股融资约299.25亿港元。\n\n高瓴资本创始人兼首席执行官张磊一直强调“流水不争先,争的是滔滔不绝。”更加关注行业发展前景的高瓴资本,此前参与宁德时代等公司...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/G4VRXXnvWuoFdYyUElH9Vw\">Web Link</a>\n\n</div>\n","source":"zgzxw","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\" 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#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高手过招!巴菲特已大赚30倍,高瓴为何此时入股比亚迪?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 22:47 北京时间 <a href=https://mp.weixin.qq.com/s/G4VRXXnvWuoFdYyUElH9Vw><strong>中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月18日,上证报记者从相关方获悉,高瓴资本参与了此前比亚迪港股定增,但是未告知具体金额。\n2021年1月20日,比亚迪股份有限公司(1211.HK/002594.SZ)成功完成H股增发定价,此次配售1.33亿股H股,每股股价225港元,合计配股融资约299.25亿港元。\n\n高瓴资本创始人兼首席执行官张磊一直强调“流水不争先,争的是滔滔不绝。”更加关注行业发展前景的高瓴资本,此前参与宁德时代等公司...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/G4VRXXnvWuoFdYyUElH9Vw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9490fabe3a1e46bbe1e5ef6aa5be80fc","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://mp.weixin.qq.com/s/G4VRXXnvWuoFdYyUElH9Vw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198361786","content_text":"2月18日,上证报记者从相关方获悉,高瓴资本参与了此前比亚迪港股定增,但是未告知具体金额。\n2021年1月20日,比亚迪股份有限公司(1211.HK/002594.SZ)成功完成H股增发定价,此次配售1.33亿股H股,每股股价225港元,合计配股融资约299.25亿港元。\n\n高瓴资本创始人兼首席执行官张磊一直强调“流水不争先,争的是滔滔不绝。”更加关注行业发展前景的高瓴资本,此前参与宁德时代等公司的定增收获颇丰。这也让高瓴资本的投资,成为部分投资者“抄作业”的范本。\n比亚迪最近1年股价暴涨,高瓴资本此时高位入股,到底是看上了比亚迪什么?\n近十年亚洲汽车业最大定增募资\n时间回到1月21日,比亚迪发布港股定增情况。比亚迪以信披要求为由,未披露参与定增的投资机构名单。\n1月26日,比亚迪在调研纪要中披露,本次交易吸引了全球众多顶级长线、主权基金参与,实现了近20个交易日均价零折扣的发行。\n近300亿港元的募资,可谓罕见。\n此前的1月24日,恒大汽车发布公告,按前5个交易日平均收盘价折让8%的价格,向6名投资人定向增发9.52亿新股,共引资260亿港元。\n比亚迪这次募资额超越了恒大汽车的募资额。公司方面介绍,此次配售是过去十年亚洲汽车行业最大的股票融资项目、中国新能源汽车行业有史以来最大的股票发行项目,并且吸引了全球众多顶级长线、主权基金等超过200家机构投资者参与,认购订单多倍覆盖,实现了近20个交易日均价零折扣发行,是近五年来15亿美元以上折扣最小的港股新股配售。\n比亚迪称,本次融资将显著增强公司资本实力,为公司加码汽车电动化、智能化和动力电池等领域的投入提供强大的资金支持,助力公司业务实现快速成长,进一步巩固公司的行业领导地位。\n对于此次高瓴资本参与定增,比亚迪方面回应:“我们对高瓴资本参与本轮定增表示感谢和认可,相信前瞻资本与先进智造的结合会给企业带来更好的发展前景。”\n高瓴资本看好比亚迪什么?\n高瓴资本选择参与比亚迪港股定增,这是否说明高瓴资本仍看好新能源汽车产业?\n从投资标的看,高瓴资本这次选择了在新能源汽车产业链非常自主完整的比亚迪,显露出该机构对产业链自主可控的重视与看好。\n据介绍,比亚迪是全球新能源汽车引领者,连续七年中国新能源汽车销量第一,连续四年全球第一。公司拥有无可比拟的全产业链技术,并于2020年推出新一代刀片电池技术和新能源旗舰车型比亚迪“汉”。比亚迪“汉”树立了安全、性能、豪华的新标杆,单月销量突破1万辆。\n比如,汽车芯片,比亚迪就自立自强了。\n\n互动易问答\n此外,价值投资的代表人物沃伦·巴菲特长期持有比亚迪,而掌舵高瓴资本的张磊与巴菲特系莫逆之交。\n2008年9月27日至今,伯克希尔·哈撒韦能源,一直是比亚迪的股东。截至2021年2月18日收盘,比亚迪港股报收每股253.8港元,相较此前入股成本每股8港元,巴菲特浮盈已超30倍。\n沃伦·巴菲特的黄金搭档,伯克希尔·哈撒韦公司的副主席查理·芒格评价:“我们必须投资比亚迪。这家伙(王传福)简直就是爱迪生和韦尔奇的混合体:他可以像爱迪生那样解决技术问题,又可以像韦尔奇那样解决企业管理上的问题。”\n高瓴资本近年来在新能源领域的投资战绩显著,其先后投资了宁德时代、隆基股份等公司,被投公司也以股价大涨做出了回报。\n例如, 2020年7月高瓴资本斥资100亿元以每股161元的定增价格参与了宁德时代的市价定增。截至2月18日,宁德时代报收每股397元。如果高瓴资本一直持有宁德时代股票至今,其此次投资浮盈约1.47倍。\n\n宁德时代近期股价走势\n比亚迪近期动作不断\n高瓴资本参与比亚迪港股定增的另一面,是国内新能源汽车市场的火热。\n中汽协数据显示,1月,国内新能源汽车销量约为17.9万辆,同比增长238.5%,接近2.5倍,连续7个月刷新当月销量历史纪录。其中,纯电动汽车销量约为15.1万辆,同比增长287.8%;插电式混合动力汽车销量约为2.9万辆,同比增长104.7%。\n全国乘用车市场信息联席会秘书长崔东树分析:“2021年,新能源汽车销量呈现高起步态势,得益于新品和新动力的拉动,新能源汽车销量环比走势好于预期。”\n比亚迪2月3日晚公告称,公司1月份新能源汽车销量20178辆,同比增长182.88%;产量22393辆,同比增长205.16%;燃油汽车销量22223辆,同比增长23.19%;产量25225辆,同比增长39.44%。公司2021年1月新能源汽车动力电池及储能电池装机总量约为1.754GWh。\n\n2021年1月,比亚迪产销快报数据\n比亚迪近期动作不断。比亚迪的汽车板块在近日进行组织架构调整,涉及多位高管任命调整。其中,原比亚迪汽车销售公司总经理赵长江将调任高端品牌,负责筹建工作。\n比亚迪此举是出于品牌及业务发展需要,将更有利于比亚迪汽车在品牌建设、产品规划及营销、客户体验等方面的全方位提升,与伙伴和用户共建更具价值的汽车品牌。\n同时,比亚迪近期大举增资旗下子公司。2月2日,比亚迪董事会审议通过议案,公司分别以现金出资方式对全资子公司比亚迪汽车工业有限公司(下称“比亚迪汽车工业”)增资8.5亿美元或等值人民币,对控股子公司比亚迪汽车有限公司增资30亿元,对全资子公司深圳市比亚迪供应链管理有限公司(下称“比亚迪供应链”)增资30亿元。\n2月4日,天眼查显示,比亚迪供应链、比亚迪汽车工业已完成相应增资。例如,比亚迪汽车工业于近日发生工商变更,注册资本从约12亿美元增至约21亿美元,该公司系比亚迪全资子公司,经营范围包括:汽车、及其零配件的研发;家庭能源系统产品的研发及销售等。\n对于此次高瓴资本参与比亚迪港股定增,多名业内人士认为,比亚迪的市值虽然已超7400亿元,但是其作为国内新能源汽车极具创新的龙头企业,国内的新能源汽车市场的前景为其今后发展奠定了良好基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389547084,"gmtCreate":1612791855448,"gmtModify":1703765066463,"author":{"id":"3562328728804932","authorId":"3562328728804932","name":"Anthonychia","avatar":"https://static.tigerbbs.com/b66c431b6ac3628cbebe625e14b705e0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好👌","listText":"好👌","text":"好👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389547084","repostId":"1105135051","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874502790,"gmtCreate":1637798664155,"gmtModify":1637798664155,"author":{"id":"3562328728804932","authorId":"3562328728804932","name":"Anthonychia","avatar":"https://static.tigerbbs.com/b66c431b6ac3628cbebe625e14b705e0","crmLevel":3,"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/874502790","repostId":"874094055","repostType":1,"repost":{"id":874094055,"gmtCreate":1637710100346,"gmtModify":1637710100555,"author":{"id":"3576788078409397","authorId":"3576788078409397","name":"MightyJoe","avatar":"https://static.tigerbbs.com/ec8e9d2f5ea96e68d947baeeca6a97f8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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