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SECO
2021-05-18
这篇文章不错,转发给大家看
@王新喜:对比日美二手电商上市,爱回收的资本故事还不好讲
SECO
2021-03-27
这篇文章不错,转发给大家看
@小虎AV: 【中概股暴跌,竟是机构大佬爆仓?】根据IPO边缘报告,由Bill Hwang运营的Archegos资本管理公司的资产清算导致ViacomCBS和Discovery Inc以及部分中概股的股票昨日大幅抛售。据彭博社报道,昨天上午,中国科技股百度、腾讯音乐和唯品会也通过高盛进行了大宗交易。其他几只股票,如跟谁学、FarFetch(纽约证券交易所代码:FTCH)和爱奇艺也进行了大规模交易,经历了严重的股价下跌,一些市场参与者和社交媒体上的人认为这是由于一个基金据说正在清算其持有的股票。IPO Edge援引一位知情人士的话称,据报道,该基金主要关注的是科技公司,其清算可能是由一家投资银行的追加保证金要求促成的。维亚康姆哥伦比亚广播公司(ViacomCBS)下跌了26%,而Discovery则下跌了27%。根据彭博社(Bloomberg)和IPO Edge的报道,此次抛售始于高盛(Goldman Sachs)发行逾3000万股VIAC股票,摩根士丹利(Morgan Stanley)发行逾1500万股VIAC股票。周五富国银行将ViacomCBS和Discovery的股票评级下调至减持,并下调了Discovery的评级,这也加剧了ViacomCBS和Discovery的抛售。本周早些时候,在VIAC宣布发行30亿美元股票后,该媒体公司的抛售压力就开始了。Ariel Investments副董事长兼投资集团负责人查尔斯•波布林斯基(Charles Bobrinskoy)周三说,该公司减持了所持维亚康姆哥伦比亚广播公司(ViacomCBS)近80%的股份。黄哲伦曾经营Tiger Asia Management,该公司是从对冲基金传奇人物朱利安•罗伯逊(Julian Robertson)的Tiger Management剥离出来的。Hwang没有回复寻求Apha和IPO Edge置评的请求。
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C模式当前,在全球经济下行、疫情等因素多重影响下,各国的消费者开始重视闲置物品的价值,从国内来看,二手闲置经济增长迅速,新增闲置企业也在快速增长。随着二手交易的线上化率显著提升,资本市场的目光开始盯上二手电商市场这座金矿。但目前来看,无论是美国的Poshmark、The RealReal、carvana,还是日本的Mercari,当前备受资本青睐并且已经上市的二手电商均是以To C为主的平台。国内最大的两家二手电商闲鱼和转转也是以C2C或C2B2C模式为主。而资本市场之所以青睐To C 模式,这是因为二手商品大量的供给和需求是在C端","listText":"日前,继日本二手电商Mercari在2017年上市之后,“美版闲鱼”Poshmark也已于日前上市,相对于Mercari上市首日暴涨77%,Poshmark再次刷新纪录,其上市首日暴涨140%,其交易价格已经远远高于预期。二手电商在国际市场已备受资本市场青睐。在国内,二手闲置电商的发展也如火如荼,闲鱼、转转、找靓机、爱回收、回收宝等二手电商玩家之间的版图争夺激烈,但从当下来看,暂时还看不到各家有明确的上市进程表,不过,从动作与意向来看,对上市执念最深的可能是爱回收。日前,据凤凰网科技消息称,爱回收计划赴美IPO,爱回收已聘请美国银行和高盛集团负责其IPO,拟募资10亿美元,对此,爱回收和高盛均不予置评。过去几年,爱回收似乎一直在谋求上市。早在2016年完成D轮融资时,爱回收就宣称将把国内上市纳入规划和日程,但最终无果。2018年中旬,爱回收方面再次提及上市,不过把上市地点从原来的国内改为香港或纳斯达克。2020年9月最新一轮融资中,爱回收的投资人中加入了国泰君安国际,并获得京东集团和国泰君安国际联合领投的E+轮融资,而且在品牌升级之时梳理业务线,似乎都在为上市做规划。从资本市场角度来看,如果未来上市,爱回收的故事是否有吸引力呢?资本或更青睐To C模式当前,在全球经济下行、疫情等因素多重影响下,各国的消费者开始重视闲置物品的价值,从国内来看,二手闲置经济增长迅速,新增闲置企业也在快速增长。随着二手交易的线上化率显著提升,资本市场的目光开始盯上二手电商市场这座金矿。但目前来看,无论是美国的Poshmark、The RealReal、carvana,还是日本的Mercari,当前备受资本青睐并且已经上市的二手电商均是以To C为主的平台。国内最大的两家二手电商闲鱼和转转也是以C2C或C2B2C模式为主。而资本市场之所以青睐To C 模式,这是因为二手商品大量的供给和需求是在C端","text":"日前,继日本二手电商Mercari在2017年上市之后,“美版闲鱼”Poshmark也已于日前上市,相对于Mercari上市首日暴涨77%,Poshmark再次刷新纪录,其上市首日暴涨140%,其交易价格已经远远高于预期。二手电商在国际市场已备受资本市场青睐。在国内,二手闲置电商的发展也如火如荼,闲鱼、转转、找靓机、爱回收、回收宝等二手电商玩家之间的版图争夺激烈,但从当下来看,暂时还看不到各家有明确的上市进程表,不过,从动作与意向来看,对上市执念最深的可能是爱回收。日前,据凤凰网科技消息称,爱回收计划赴美IPO,爱回收已聘请美国银行和高盛集团负责其IPO,拟募资10亿美元,对此,爱回收和高盛均不予置评。过去几年,爱回收似乎一直在谋求上市。早在2016年完成D轮融资时,爱回收就宣称将把国内上市纳入规划和日程,但最终无果。2018年中旬,爱回收方面再次提及上市,不过把上市地点从原来的国内改为香港或纳斯达克。2020年9月最新一轮融资中,爱回收的投资人中加入了国泰君安国际,并获得京东集团和国泰君安国际联合领投的E+轮融资,而且在品牌升级之时梳理业务线,似乎都在为上市做规划。从资本市场角度来看,如果未来上市,爱回收的故事是否有吸引力呢?资本或更青睐To C模式当前,在全球经济下行、疫情等因素多重影响下,各国的消费者开始重视闲置物品的价值,从国内来看,二手闲置经济增长迅速,新增闲置企业也在快速增长。随着二手交易的线上化率显著提升,资本市场的目光开始盯上二手电商市场这座金矿。但目前来看,无论是美国的Poshmark、The RealReal、carvana,还是日本的Mercari,当前备受资本青睐并且已经上市的二手电商均是以To C为主的平台。国内最大的两家二手电商闲鱼和转转也是以C2C或C2B2C模式为主。而资本市场之所以青睐To C 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\n \n 【中概股暴跌,竟是机构大佬爆仓?】根据IPO边缘报告,由Bill Hwang运营的Archegos资本管理公司的资产清算导致ViacomCBS和Discovery Inc以及部分中概股的股票昨日大幅抛售。据彭博社报道,昨天上午,中国科技股百度、腾讯音乐和唯品会也通过高盛进行了大宗交易。其他几只股票,如跟谁学、FarFetch(纽约证券交易所代码:FTCH)和爱奇艺也进行了大规模交易,经历了严重的股价下跌,一些市场参与者和社交媒体上的人认为这是由于一个基金据说正在清算其持有的股票。IPO Edge援引一位知情人士的话称,据报道,该基金主要关注的是科技公司,其清算可能是由一家投资银行的追加保证金要求促成的。维亚康姆哥伦比亚广播公司(ViacomCBS)下跌了26%,而Discovery则下跌了27%。根据彭博社(Bloomberg)和IPO Edge的报道,此次抛售始于高盛(Goldman Sachs)发行逾3000万股VIAC股票,摩根士丹利(Morgan Stanley)发行逾1500万股VIAC股票。周五富国银行将ViacomCBS和Discovery的股票评级下调至减持,并下调了Discovery的评级,这也加剧了ViacomCBS和Discovery的抛售。本周早些时候,在VIAC宣布发行30亿美元股票后,该媒体公司的抛售压力就开始了。Ariel Investments副董事长兼投资集团负责人查尔斯•波布林斯基(Charles Bobrinskoy)周三说,该公司减持了所持维亚康姆哥伦比亚广播公司(ViacomCBS)近80%的股份。黄哲伦曾经营Tiger Asia Management,该公司是从对冲基金传奇人物朱利安•罗伯逊(Julian Robertson)的Tiger Management剥离出来的。Hwang没有回复寻求Apha和IPO Edge置评的请求。\n \n","listText":"【中概股暴跌,竟是机构大佬爆仓?】根据IPO边缘报告,由Bill Hwang运营的Archegos资本管理公司的资产清算导致ViacomCBS和Discovery 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Edge援引一位知情人士的话称,据报道,该基金主要关注的是科技公司,其清算可能是由一家投资银行的追加保证金要求促成的。维亚康姆哥伦比亚广播公司(ViacomCBS)下跌了26%,而Discovery则下跌了27%。根据彭博社(Bloomberg)和IPO Edge的报道,此次抛售始于高盛(Goldman Sachs)发行逾3000万股VIAC股票,摩根士丹利(Morgan Stanley)发行逾1500万股VIAC股票。周五富国银行将ViacomCBS和Discovery的股票评级下调至减持,并下调了Discovery的评级,这也加剧了ViacomCBS和Discovery的抛售。本周早些时候,在VIAC宣布发行30亿美元股票后,该媒体公司的抛售压力就开始了。Ariel Investments副董事长兼投资集团负责人查尔斯•波布林斯基(Charles Bobrinskoy)周三说,该公司减持了所持维亚康姆哥伦比亚广播公司(ViacomCBS)近80%的股份。黄哲伦曾经营Tiger Asia Management,该公司是从对冲基金传奇人物朱利安•罗伯逊(Julian Robertson)的Tiger Management剥离出来的。Hwang没有回复寻求Apha和IPO 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RealReal、carvana,还是日本的Mercari,当前备受资本青睐并且已经上市的二手电商均是以To C为主的平台。国内最大的两家二手电商闲鱼和转转也是以C2C或C2B2C模式为主。而资本市场之所以青睐To C 模式,这是因为二手商品大量的供给和需求是在C端","text":"日前,继日本二手电商Mercari在2017年上市之后,“美版闲鱼”Poshmark也已于日前上市,相对于Mercari上市首日暴涨77%,Poshmark再次刷新纪录,其上市首日暴涨140%,其交易价格已经远远高于预期。二手电商在国际市场已备受资本市场青睐。在国内,二手闲置电商的发展也如火如荼,闲鱼、转转、找靓机、爱回收、回收宝等二手电商玩家之间的版图争夺激烈,但从当下来看,暂时还看不到各家有明确的上市进程表,不过,从动作与意向来看,对上市执念最深的可能是爱回收。日前,据凤凰网科技消息称,爱回收计划赴美IPO,爱回收已聘请美国银行和高盛集团负责其IPO,拟募资10亿美元,对此,爱回收和高盛均不予置评。过去几年,爱回收似乎一直在谋求上市。早在2016年完成D轮融资时,爱回收就宣称将把国内上市纳入规划和日程,但最终无果。2018年中旬,爱回收方面再次提及上市,不过把上市地点从原来的国内改为香港或纳斯达克。2020年9月最新一轮融资中,爱回收的投资人中加入了国泰君安国际,并获得京东集团和国泰君安国际联合领投的E+轮融资,而且在品牌升级之时梳理业务线,似乎都在为上市做规划。从资本市场角度来看,如果未来上市,爱回收的故事是否有吸引力呢?资本或更青睐To C模式当前,在全球经济下行、疫情等因素多重影响下,各国的消费者开始重视闲置物品的价值,从国内来看,二手闲置经济增长迅速,新增闲置企业也在快速增长。随着二手交易的线上化率显著提升,资本市场的目光开始盯上二手电商市场这座金矿。但目前来看,无论是美国的Poshmark、The RealReal、carvana,还是日本的Mercari,当前备受资本青睐并且已经上市的二手电商均是以To C为主的平台。国内最大的两家二手电商闲鱼和转转也是以C2C或C2B2C模式为主。而资本市场之所以青睐To C 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\n \n 【中概股暴跌,竟是机构大佬爆仓?】根据IPO边缘报告,由Bill Hwang运营的Archegos资本管理公司的资产清算导致ViacomCBS和Discovery Inc以及部分中概股的股票昨日大幅抛售。据彭博社报道,昨天上午,中国科技股百度、腾讯音乐和唯品会也通过高盛进行了大宗交易。其他几只股票,如跟谁学、FarFetch(纽约证券交易所代码:FTCH)和爱奇艺也进行了大规模交易,经历了严重的股价下跌,一些市场参与者和社交媒体上的人认为这是由于一个基金据说正在清算其持有的股票。IPO Edge援引一位知情人士的话称,据报道,该基金主要关注的是科技公司,其清算可能是由一家投资银行的追加保证金要求促成的。维亚康姆哥伦比亚广播公司(ViacomCBS)下跌了26%,而Discovery则下跌了27%。根据彭博社(Bloomberg)和IPO Edge的报道,此次抛售始于高盛(Goldman Sachs)发行逾3000万股VIAC股票,摩根士丹利(Morgan Stanley)发行逾1500万股VIAC股票。周五富国银行将ViacomCBS和Discovery的股票评级下调至减持,并下调了Discovery的评级,这也加剧了ViacomCBS和Discovery的抛售。本周早些时候,在VIAC宣布发行30亿美元股票后,该媒体公司的抛售压力就开始了。Ariel Investments副董事长兼投资集团负责人查尔斯•波布林斯基(Charles Bobrinskoy)周三说,该公司减持了所持维亚康姆哥伦比亚广播公司(ViacomCBS)近80%的股份。黄哲伦曾经营Tiger Asia Management,该公司是从对冲基金传奇人物朱利安•罗伯逊(Julian Robertson)的Tiger Management剥离出来的。Hwang没有回复寻求Apha和IPO Edge置评的请求。\n \n","listText":"【中概股暴跌,竟是机构大佬爆仓?】根据IPO边缘报告,由Bill Hwang运营的Archegos资本管理公司的资产清算导致ViacomCBS和Discovery Inc以及部分中概股的股票昨日大幅抛售。据彭博社报道,昨天上午,中国科技股百度、腾讯音乐和唯品会也通过高盛进行了大宗交易。其他几只股票,如跟谁学、FarFetch(纽约证券交易所代码:FTCH)和爱奇艺也进行了大规模交易,经历了严重的股价下跌,一些市场参与者和社交媒体上的人认为这是由于一个基金据说正在清算其持有的股票。IPO Edge援引一位知情人士的话称,据报道,该基金主要关注的是科技公司,其清算可能是由一家投资银行的追加保证金要求促成的。维亚康姆哥伦比亚广播公司(ViacomCBS)下跌了26%,而Discovery则下跌了27%。根据彭博社(Bloomberg)和IPO Edge的报道,此次抛售始于高盛(Goldman Sachs)发行逾3000万股VIAC股票,摩根士丹利(Morgan Stanley)发行逾1500万股VIAC股票。周五富国银行将ViacomCBS和Discovery的股票评级下调至减持,并下调了Discovery的评级,这也加剧了ViacomCBS和Discovery的抛售。本周早些时候,在VIAC宣布发行30亿美元股票后,该媒体公司的抛售压力就开始了。Ariel Investments副董事长兼投资集团负责人查尔斯•波布林斯基(Charles Bobrinskoy)周三说,该公司减持了所持维亚康姆哥伦比亚广播公司(ViacomCBS)近80%的股份。黄哲伦曾经营Tiger Asia Management,该公司是从对冲基金传奇人物朱利安•罗伯逊(Julian Robertson)的Tiger Management剥离出来的。Hwang没有回复寻求Apha和IPO Edge置评的请求。","text":"【中概股暴跌,竟是机构大佬爆仓?】根据IPO边缘报告,由Bill Hwang运营的Archegos资本管理公司的资产清算导致ViacomCBS和Discovery Inc以及部分中概股的股票昨日大幅抛售。据彭博社报道,昨天上午,中国科技股百度、腾讯音乐和唯品会也通过高盛进行了大宗交易。其他几只股票,如跟谁学、FarFetch(纽约证券交易所代码:FTCH)和爱奇艺也进行了大规模交易,经历了严重的股价下跌,一些市场参与者和社交媒体上的人认为这是由于一个基金据说正在清算其持有的股票。IPO Edge援引一位知情人士的话称,据报道,该基金主要关注的是科技公司,其清算可能是由一家投资银行的追加保证金要求促成的。维亚康姆哥伦比亚广播公司(ViacomCBS)下跌了26%,而Discovery则下跌了27%。根据彭博社(Bloomberg)和IPO Edge的报道,此次抛售始于高盛(Goldman Sachs)发行逾3000万股VIAC股票,摩根士丹利(Morgan Stanley)发行逾1500万股VIAC股票。周五富国银行将ViacomCBS和Discovery的股票评级下调至减持,并下调了Discovery的评级,这也加剧了ViacomCBS和Discovery的抛售。本周早些时候,在VIAC宣布发行30亿美元股票后,该媒体公司的抛售压力就开始了。Ariel Investments副董事长兼投资集团负责人查尔斯•波布林斯基(Charles Bobrinskoy)周三说,该公司减持了所持维亚康姆哥伦比亚广播公司(ViacomCBS)近80%的股份。黄哲伦曾经营Tiger Asia Management,该公司是从对冲基金传奇人物朱利安•罗伯逊(Julian Robertson)的Tiger Management剥离出来的。Hwang没有回复寻求Apha和IPO Edge置评的请求。","images":[{"img":"https://static.tigerbbs.com/5df0061c7a641320465149a1b4d0cbbe","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352918256","isVote":1,"tweetType":2,"object":{"id":"53f34502bce6449f9147772ca2838ff9","tweetId":"352918256","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/eed8ee7e5285890815975258936/0lfbzgsWNIcA.mp4","poster":"https://static.tigerbbs.com/5df0061c7a641320465149a1b4d0cbbe"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}