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和旺旺
10-08
$特斯拉(TSLA)$
看跌
和旺旺
2022-12-06
[惊讶]
抱歉,原内容已删除
和旺旺
2022-11-30
活动好玩,大家快来参与
和旺旺
2022-11-22
[微笑]
@IPO早知道:Dragonfly Therapeutics协议合作开发产品
和旺旺
2022-11-17
[呆住] [呆住] [呆住]
热门中概股跌幅扩大,小鹏汽车跌10%
和旺旺
2022-11-02
$阿里影业(01060)$
和旺旺
2022-10-31
$小米集团-W(01810)$
涨
和旺旺
2022-10-27
利好吗
盘前 | 美国上周初请失业金人数21.7万人,三季度GDP增2.6%
和旺旺
2022-10-26
[微笑]
抱歉,原内容已删除
和旺旺
2022-10-26
好
蔚来国际业务总部项目落户上海嘉定
和旺旺
2022-10-25
🙃🙃🙃
越跌越买!日均20亿抄底港股,这些公司和基金持续加码,拐点要来?
和旺旺
2022-10-24
😭
富时中国A50指数期货短线跳水,现跌幅扩大至1.4%
和旺旺
2022-10-07
这篇文章不错,转发给大家看
@锐评:老虎锐评:马斯克戏剧性反转,他到底要干什么?
和旺旺
2022-10-07
这篇文章不错,转发给大家看
@小虎资管:流动性指标仍亮红灯
和旺旺
2022-10-07
这篇文章不错,转发给大家看
@印飞:大概有三年时间没有动过老虎的账户了,从破产到现在两年多,做过送外卖,跑过网约车,现在是一名房产经纪人。曾经的我年轻气盛犯了许多错误,过去的事情不想再提,希望自己可以翻盘
和旺旺
2022-10-07
这篇文章不错,转发给大家看
@FinMelon:微波消融医疗器械提供商百德医疗 迎年均增速33%的行业性机遇
和旺旺
2022-09-27
这篇文章不错,转发给大家看
@二十三三:《每日一省》——漫漫长路
和旺旺
2022-09-27
这篇文章不错,转发给大家看
@小韭儿:
$特斯拉(TSLA)$
最近真的忙到起飞了,市场波动太大,不太适合普通人贸贸然参与,但像特斯拉这种大票,我说过,多空趋势都很明显。无论什么时候参与都有机会。三百以下的特斯拉还是很便宜的,当然如果能捡到更便宜的那真是太划算的长期投资了。
和旺旺
2022-09-27
这篇文章不错,转发给大家看
@问就是加仓up:写在腾讯股价创近四年新低之际
和旺旺
2022-09-26
这篇文章不错,转发给大家看
@期权小班长:82%概率加息75基点,然而多空战况依然焦灼
去老虎APP查看更多动态
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诺纳生物是一家致力于为合作伙伴提供涵盖靶点验证和多元化形态药物分子从发现至临床前研发等“I to ITM(Idea to IND)”完整服务的国际化创新生物技术公司。 基于其全人源抗体转基因小鼠平台Harbour Mice,诺纳生物可提供涵盖抗原制备、动物免疫、单B细胞筛选、抗体开发与工程、成药性评估和药理评估的一站式抗体发现解决方案。Harbour Mice可生成经典抗体(H2L2)和仅重链(HCAb)形式的全人源单克隆抗体,与单B细胞克隆筛选平台相互协作从而优化抗体发现效率。 临床阶段生物制药公司Dragonfly Therapeutics主要基于其创新的双抗技术以发现、研发及商业化创新疗法,利用人体自身免疫系统为患者带来突破性治疗。Dragonfly Therapeutics拥有一条基于其专有平台开发的自研临床前候选药物管线,并与Merck、AbbVie、Gilead及BMS展开合作。 HCAb专利技术能够开发新一代的全人源重链抗体,由于不含轻链的这一特点,这一技术平台能够开发出传统抗体平台难以实现的产品。另外,此平台还可以开发多种新型治疗性抗体形态,包括单域抗体、双特异性和多特异性抗体、抗体药物偶联物、CAR-T或其他VH单域衍生产品。 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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667114380","repostId":"1150712105","repostType":4,"repost":{"id":"1150712105","kind":"news","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":1668613758,"share":"https://www.laohu8.com/m/news/1150712105?lang=&edition=full","pubTime":"2022-11-16 23:49","market":"us","language":"zh","title":"热门中概股跌幅扩大,小鹏汽车跌10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150712105","media":"老虎资讯综合","summary":"蔚来跌近9%,理想汽车跌超6%,拼多多、百度跌超4%,阿里巴巴跌近2%。","content":"<html><head></head><body><p>周三美股盘中,热门中概股跌幅扩大,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌10%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近9%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、百度跌超4%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近2%。</p><p><img src=\"https://static.tigerbbs.com/f4de57025687841815c08ddebd221685\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0cf3c0ecfb78c15feff000cd7ca5638e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>热门中概股跌幅扩大,小鹏汽车跌10%</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热门中概股跌幅扩大,小鹏汽车跌10%\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\">2022-11-16 23:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三美股盘中,热门中概股跌幅扩大,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌10%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近9%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、百度跌超4%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近2%。</p><p><img src=\"https://static.tigerbbs.com/f4de57025687841815c08ddebd221685\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0cf3c0ecfb78c15feff000cd7ca5638e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f803d027d960e6544b634aa5c50191ab","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150712105","content_text":"周三美股盘中,热门中概股跌幅扩大,小鹏汽车跌10%,蔚来跌近9%,理想汽车跌超6%,拼多多、百度跌超4%,阿里巴巴跌近2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665514812,"gmtCreate":1667374857536,"gmtModify":1667374859519,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a>","listText":"<a href=\"https://laohu8.com/S/01060\">$阿里影业(01060)$</a>","text":"$阿里影业(01060)$","images":[{"img":"https://static.tigerbbs.com/0b12919754bb422474451a3870cc1430","width":"1080","height":"1835"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665514812","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":665866202,"gmtCreate":1667201695206,"gmtModify":1667201698446,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>涨","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>涨","text":"$小米集团-W(01810)$涨","images":[{"img":"https://static.tigerbbs.com/67883cc89508c08f416ac5fbf648ae31","width":"1080","height":"1367"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/665866202","isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":665934517,"gmtCreate":1666877822739,"gmtModify":1666877825809,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"利好吗","listText":"利好吗","text":"利好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665934517","repostId":"1101265946","repostType":4,"repost":{"id":"1101265946","kind":"news","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":1666872332,"share":"https://www.laohu8.com/m/news/1101265946?lang=&edition=full","pubTime":"2022-10-27 20:05","market":"us","language":"zh","title":"盘前 | 美国上周初请失业金人数21.7万人,三季度GDP增2.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101265946","media":"老虎资讯综合","summary":"美股三大指数期货短线拉升。","content":"<html><head></head><body><p><b>重磅数据</b></p><p><b><b>美国第三季度实际GDP年化季率初值2.6%,</b></b><b>创2021年第四季度以来新高,此前曾连续两个季度录得负增长。</b><b>预期2.40%,前值-0.60%。</b></p><p><b>美国至10月22日当周初请失业金人数21.7万人,预期22万人,前值21.4万人。</b></p><p>美国第三季度实际个人消费支出季率初值 1.4%,预期1%,前值2%。</p><p>美国第三季度核心PCE物价指数年化季率初值录得4.5%,创2022年第一季度以来新高。</p><p><b>数据公布后,美股三大指数期货短线拉升。</b></p><p><img src=\"https://static.tigerbbs.com/8d84c33aaf51f8e8e247b032f3f9f3b6\" tg-width=\"986\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/eb3ff4381c92cec57088740f92da7ecb\" tg-width=\"1075\" tg-height=\"635\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股盘前走势</b></p><p>造车新势力集体走弱,但跌幅有所收窄。截至发稿,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌5%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌逾3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌逾2%。</p><p>热门中概股走弱,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超2%。</p><p><b>重要美股盘前走势</b></p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>跌超22%,开盘势将失守100美元关口。财报显示,Meta三季度营业收入为277.1 亿美元,略高于分析师预期,但同比下降4%,并继续环比下跌。三季度净利润44亿美元,同比大幅减少52%;每股收益仅为1.64 美元,远远低于市场预期。</p><p><img src=\"https://static.tigerbbs.com/3303b98ff6e7ab500f755aea8a346e45\" tg-width=\"450\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>均涨超1%,根据纽交所公告,<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>将于周五停牌,因马斯克接近完成收购事宜。<b>周三,马斯克已经到达了推特位于旧金山的总部。他还将自己个人简介更新为「Chief Twit」,暗示自己已经成为推特的老板。马斯克向推特员工承诺,收购完成后不会裁员75%。</b></p><p><a href=\"https://laohu8.com/S/MCD\">麦当劳</a>涨2.65%。三季度营收58.7亿美元,同比减少5.3%,预估57亿美元;经营利润27.6亿美元,同比减少7.5%,预估27.2亿美元;调整后每股收益2.68美元,上年同期2.76美元,预估2.57美元。</p><p>加拿大电商平台Shopify涨2%,Q3总营收为14亿美元,同比增长22%。GMV为462亿美元,同比增长11%。毛利润为6.623亿美元,同比增长9%。调整后的毛利润为6.818亿美元,同比增长11%。</p><p><a href=\"https://laohu8.com/S/LUV\">西南航空</a>涨超3%,Q3总营收达到62.2亿美元,同比增长32.9%;Q3净利润为2.77亿美元,与上年同期相比下降37.9%;Q3调整后每股收益为0.50美元,高于市场普遍预期的0.42美元。</p><p><a href=\"https://laohu8.com/S/CMCSK\">康卡斯特</a>涨7%,第三季度调整后每股盈利0.96美元,好于市场预期。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>大跌12%,第三季度净亏损40.3亿瑞士法郎,远超市场预期的亏损5.05亿瑞士法郎。</p><p><b>大宗商品走势</b></p><p>国际油价震荡上扬。有报道称七国集团提出的限制俄罗斯石油价格的计划无法执行。</p><p><img src=\"https://static.tigerbbs.com/1e77bef5aee0f5bf632c1991fa66525d\" tg-width=\"957\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><p>美元指数拉升,重上110,国际金价短线下挫。</p><p><img src=\"https://static.tigerbbs.com/0d1f59ee7140de9b8bf1209b08c7dd17\" tg-width=\"963\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p></body></html>","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 | 美国上周初请失业金人数21.7万人,三季度GDP增2.6%</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; 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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 | 美国上周初请失业金人数21.7万人,三季度GDP增2.6%\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\">2022-10-27 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>重磅数据</b></p><p><b><b>美国第三季度实际GDP年化季率初值2.6%,</b></b><b>创2021年第四季度以来新高,此前曾连续两个季度录得负增长。</b><b>预期2.40%,前值-0.60%。</b></p><p><b>美国至10月22日当周初请失业金人数21.7万人,预期22万人,前值21.4万人。</b></p><p>美国第三季度实际个人消费支出季率初值 1.4%,预期1%,前值2%。</p><p>美国第三季度核心PCE物价指数年化季率初值录得4.5%,创2022年第一季度以来新高。</p><p><b>数据公布后,美股三大指数期货短线拉升。</b></p><p><img src=\"https://static.tigerbbs.com/8d84c33aaf51f8e8e247b032f3f9f3b6\" tg-width=\"986\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/eb3ff4381c92cec57088740f92da7ecb\" tg-width=\"1075\" tg-height=\"635\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股盘前走势</b></p><p>造车新势力集体走弱,但跌幅有所收窄。截至发稿,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌5%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌逾3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌逾2%。</p><p>热门中概股走弱,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超2%。</p><p><b>重要美股盘前走势</b></p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>跌超22%,开盘势将失守100美元关口。财报显示,Meta三季度营业收入为277.1 亿美元,略高于分析师预期,但同比下降4%,并继续环比下跌。三季度净利润44亿美元,同比大幅减少52%;每股收益仅为1.64 美元,远远低于市场预期。</p><p><img src=\"https://static.tigerbbs.com/3303b98ff6e7ab500f755aea8a346e45\" tg-width=\"450\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>均涨超1%,根据纽交所公告,<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>将于周五停牌,因马斯克接近完成收购事宜。<b>周三,马斯克已经到达了推特位于旧金山的总部。他还将自己个人简介更新为「Chief Twit」,暗示自己已经成为推特的老板。马斯克向推特员工承诺,收购完成后不会裁员75%。</b></p><p><a href=\"https://laohu8.com/S/MCD\">麦当劳</a>涨2.65%。三季度营收58.7亿美元,同比减少5.3%,预估57亿美元;经营利润27.6亿美元,同比减少7.5%,预估27.2亿美元;调整后每股收益2.68美元,上年同期2.76美元,预估2.57美元。</p><p>加拿大电商平台Shopify涨2%,Q3总营收为14亿美元,同比增长22%。GMV为462亿美元,同比增长11%。毛利润为6.623亿美元,同比增长9%。调整后的毛利润为6.818亿美元,同比增长11%。</p><p><a href=\"https://laohu8.com/S/LUV\">西南航空</a>涨超3%,Q3总营收达到62.2亿美元,同比增长32.9%;Q3净利润为2.77亿美元,与上年同期相比下降37.9%;Q3调整后每股收益为0.50美元,高于市场普遍预期的0.42美元。</p><p><a href=\"https://laohu8.com/S/CMCSK\">康卡斯特</a>涨7%,第三季度调整后每股盈利0.96美元,好于市场预期。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>大跌12%,第三季度净亏损40.3亿瑞士法郎,远超市场预期的亏损5.05亿瑞士法郎。</p><p><b>大宗商品走势</b></p><p>国际油价震荡上扬。有报道称七国集团提出的限制俄罗斯石油价格的计划无法执行。</p><p><img src=\"https://static.tigerbbs.com/1e77bef5aee0f5bf632c1991fa66525d\" tg-width=\"957\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><p>美元指数拉升,重上110,国际金价短线下挫。</p><p><img src=\"https://static.tigerbbs.com/0d1f59ee7140de9b8bf1209b08c7dd17\" tg-width=\"963\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101265946","content_text":"重磅数据美国第三季度实际GDP年化季率初值2.6%,创2021年第四季度以来新高,此前曾连续两个季度录得负增长。预期2.40%,前值-0.60%。美国至10月22日当周初请失业金人数21.7万人,预期22万人,前值21.4万人。美国第三季度实际个人消费支出季率初值 1.4%,预期1%,前值2%。美国第三季度核心PCE物价指数年化季率初值录得4.5%,创2022年第一季度以来新高。数据公布后,美股三大指数期货短线拉升。中概股盘前走势造车新势力集体走弱,但跌幅有所收窄。截至发稿,理想汽车跌5%,小鹏汽车跌逾3%,蔚来跌逾2%。热门中概股走弱,哔哩哔哩跌超5%,阿里巴巴跌超3%,拼多多、百度、京东跌超2%。重要美股盘前走势Meta Platforms跌超22%,开盘势将失守100美元关口。财报显示,Meta三季度营业收入为277.1 亿美元,略高于分析师预期,但同比下降4%,并继续环比下跌。三季度净利润44亿美元,同比大幅减少52%;每股收益仅为1.64 美元,远远低于市场预期。Twitter、特斯拉均涨超1%,根据纽交所公告,Twitter将于周五停牌,因马斯克接近完成收购事宜。周三,马斯克已经到达了推特位于旧金山的总部。他还将自己个人简介更新为「Chief Twit」,暗示自己已经成为推特的老板。马斯克向推特员工承诺,收购完成后不会裁员75%。麦当劳涨2.65%。三季度营收58.7亿美元,同比减少5.3%,预估57亿美元;经营利润27.6亿美元,同比减少7.5%,预估27.2亿美元;调整后每股收益2.68美元,上年同期2.76美元,预估2.57美元。加拿大电商平台Shopify涨2%,Q3总营收为14亿美元,同比增长22%。GMV为462亿美元,同比增长11%。毛利润为6.623亿美元,同比增长9%。调整后的毛利润为6.818亿美元,同比增长11%。西南航空涨超3%,Q3总营收达到62.2亿美元,同比增长32.9%;Q3净利润为2.77亿美元,与上年同期相比下降37.9%;Q3调整后每股收益为0.50美元,高于市场普遍预期的0.42美元。康卡斯特涨7%,第三季度调整后每股盈利0.96美元,好于市场预期。瑞士信贷大跌12%,第三季度净亏损40.3亿瑞士法郎,远超市场预期的亏损5.05亿瑞士法郎。大宗商品走势国际油价震荡上扬。有报道称七国集团提出的限制俄罗斯石油价格的计划无法执行。美元指数拉升,重上110,国际金价短线下挫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662445639,"gmtCreate":1666739714921,"gmtModify":1666739717739,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"[微笑] 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662445639","repostId":"2278752154","repostType":2,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662445130,"gmtCreate":1666739524220,"gmtModify":1666739526859,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662445130","repostId":"2278767949","repostType":2,"repost":{"id":"2278767949","kind":"news","pubTimestamp":1666700694,"share":"https://www.laohu8.com/m/news/2278767949?lang=&edition=full","pubTime":"2022-10-25 20:24","market":"us","language":"zh","title":"蔚来国际业务总部项目落户上海嘉定","url":"https://stock-news.laohu8.com/highlight/detail?id=2278767949","media":"界面新闻","summary":"“上海嘉定”微信公众号消息,10月25日,蔚来国际总部项目签约仪式在江桥镇举行。据悉,蔚来将在嘉定打造具有国际影响力的地标性建筑。此次签约的项目,拟在江桥镇建设蔚来国际业务总部,集研发、办公、展厅等全功能布局。项目建成后,将引进高端人才10000人,新增从业人员约2000人,其中大专(或职高)以上从业人员占比约90%。","content":"<div>\n<p>“上海嘉定”微信公众号消息,10月25日,蔚来国际总部项目签约仪式在江桥镇举行。据悉,蔚来将在嘉定打造具有国际影响力的地标性建筑。此次签约的项目,拟在江桥镇建设蔚来国际业务总部,集研发、办公、展厅等全功能布局。项目建成后,将引进高端人才10000人,新增从业人员约2000人,其中大专(或职高)以上从业人员占比约90%。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/it/2022-10-25/doc-imqqsmrp3749385.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>蔚来国际业务总部项目落户上海嘉定</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蔚来国际业务总部项目落户上海嘉定\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 20:24 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/it/2022-10-25/doc-imqqsmrp3749385.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“上海嘉定”微信公众号消息,10月25日,蔚来国际总部项目签约仪式在江桥镇举行。据悉,蔚来将在嘉定打造具有国际影响力的地标性建筑。此次签约的项目,拟在江桥镇建设蔚来国际业务总部,集研发、办公、展厅等全功能布局。项目建成后,将引进高端人才10000人,新增从业人员约2000人,其中大专(或职高)以上从业人员占比约90%。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/it/2022-10-25/doc-imqqsmrp3749385.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK4509":"腾讯概念","BK4526":"热门中概股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1119":"汽车制造商","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","09866":"蔚来-SW","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4555":"新能源车","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","NIO":"蔚来"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/it/2022-10-25/doc-imqqsmrp3749385.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278767949","content_text":"“上海嘉定”微信公众号消息,10月25日,蔚来国际总部项目签约仪式在江桥镇举行。据悉,蔚来将在嘉定打造具有国际影响力的地标性建筑。此次签约的项目,拟在江桥镇建设蔚来国际业务总部,集研发、办公、展厅等全功能布局。项目建成后,将引进高端人才10000人,新增从业人员约2000人,其中大专(或职高)以上从业人员占比约90%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662546423,"gmtCreate":1666670503263,"gmtModify":1666670506004,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"🙃🙃🙃","listText":"🙃🙃🙃","text":"🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662546423","repostId":"2278202297","repostType":4,"repost":{"id":"2278202297","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1666669296,"share":"https://www.laohu8.com/m/news/2278202297?lang=&edition=full","pubTime":"2022-10-25 11:41","market":"sh","language":"zh","title":"越跌越买!日均20亿抄底港股,这些公司和基金持续加码,拐点要来?","url":"https://stock-news.laohu8.com/highlight/detail?id=2278202297","media":"券商中国","summary":"摘要:日均20亿抄底港股,这些公司和基金持续加码,拐点要来?机构:港股目前已处在严重超卖区间!港股波动巨大,李家超:已做好应对准备今日,港股上演“绝地反击”!截至发稿,恒生科技指数涨超5%,恒指涨超1","content":"<html><head></head><body><blockquote><b>摘要:日均20亿抄底港股,这些公司和基金持续加码,拐点要来?机构:港股目前已处在严重超卖区间!</b></blockquote><p><b>港股波动巨大,李家超:已做好应对准备</b></p><p>今日,港股上演“绝地反击”!截至发稿,恒生科技指数涨超5%,恒指涨超1.4%。<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超9%,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、快手涨超8%,<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨超7%。</p><p>24日,港股受到重挫,恒生指数跌逾千点,创13年半新低。香港特别行政区行政长官李家超今日(25日)出席行政会议前会见记者时表示,全球经济受各种不稳定因素影响,香港需对经济持续保持关注。特区政府的主要任务是确保香港各项金融措施流畅且有效运行,并密切监测港股动态,保证维护好市场秩序。他承认,近期香港股市有较高不稳定性,但他强调特区政府已作好准备,以应对不同的金融风险。李家超建议,投资者应密切关注市场走向,评估投资风险。</p><blockquote><b>港股上市公司持续加码回购</b></blockquote><p>2022年全球资本市场动荡不安,上市公司纷纷打出“回购牌”。伴随指数不断调整,港股开始了回购风暴,今年参与回购的港股公司数量和总金额不断刷新历史纪录,年内总回购金额超过760亿港元。</p><p>10月24日盘后数据显示,<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>和<a href=\"https://laohu8.com/S/01113\">长实集团</a>等多家港股上市公司公告继续大手笔回购。</p><p>值得注意的是,南向资金也在不断加码抄底,单日66.91亿港元净流入港股市场,本月合计净买入港股471亿港元,年内净买入3000亿港元。从国内ETF份额变动来看,资金也在越跌越买。</p><p><b>总的来看,今年南向资金和回购资金日均合计有19.9亿港元在源源不断进场买入港股。</b></p><blockquote><b>港股日均回购4亿港元</b></blockquote><p>近期,港股上市公司持续加码回购,如10月21日单日回购总金额为4.81亿港元,10月20日单日总回购金额为3.44亿港元,10月19日单日总回购金额为5.84亿港元,10月18日单日总回购金额为4.36亿港元。</p><p>10月24日,<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/02333\">长城汽车</a>和<a href=\"https://laohu8.com/S/01113\">长实集团</a>等多家港股公司发布回购公告。</p><p><b><a href=\"https://laohu8.com/S/601633\">长城汽车</a></b>发布公告,2022年10月24日斥资约3.59亿港元回购股份4617.9万股公司股票,每股回购价格为7.67港元-7.81港元。此次为<a href=\"https://laohu8.com/S/02333\">长城汽车</a>港股今年第19次回购,今年公司回购总金额27.8亿港元。长城汽车港股股价近日企稳,连续2日涨超3%。</p><p>10月21日,长城汽车发布的2022年3季报显示,第三季度实现营业总收入373.46亿元,同比增长29.4%,归母净利润25.60亿元,同比增长80.7%。</p><p><b>友邦保险</b>公告表示,2022年10月24日斥资约1.78亿港元回购289.82万股,回购价为每股59.5港元-65.15港元。今年3月,友邦保险祭出未来三年100亿美元回购计划,而此次回购为友邦保险港股今年第124次回购,今年公司回购总金额198.58亿港元。</p><p><b>长实集团</b>公告称,2022年10月24日斥资约3223.19万港元回购股份72.7万股,每股回购价格为43.95港元-45港元。长实集团今年以来已经回购52次,回购总金额为21.71亿港元。</p><p>同日,<b><a href=\"https://laohu8.com/S/00656\">复星国际</a></b>斥资约4701.05万港元回购股份1000万股,每股回购价格为4.61港元-4.8港元;<a href=\"https://laohu8.com/S/00019\">太古股份公司A</a>斥资约3762.68万港元回购68.25万股,回购价为每股53.55港元-57.8港元;<a href=\"https://laohu8.com/S/00151\">中国旺旺</a>斥资约1687.14万港元回购332.3万股,回购价为5港元-5.13港元;<a href=\"https://laohu8.com/S/00772\">阅文集团</a>斥资1191.56万港元回购59.5万股,回购价格为每股19.38港元-20.65港元;<a href=\"https://laohu8.com/S/00881\">中升控股</a>斥资约2436.71万港元回购74.65万股,回购价为每股31.9港元-32.8港元;<a href=\"https://laohu8.com/S/00354\">中国软件国际</a>斥资约1004.03万港元回购199万股,回购价为每股4.96港元-5.09港元。</p><p><b>全年来看,港股公司年内总回购金额超过760亿港元,日均回购金额超过4亿港元,其中友邦保险、长城汽车、长实集团、<a href=\"https://laohu8.com/S/00019\">太古股份公司A</a>年内总回购金额均已超过10亿港元,分列港股公司年内回购总额榜第2、5、7、8位。年内回购金额居前的公司还有<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/00384\">中国燃气</a>和<a href=\"https://laohu8.com/S/06618\">京东健康</a>等。</b></p><blockquote><b>3000亿南向资金抄底港股</b></blockquote><p>港股市场在多重不确定因素下持续走弱,市场情绪低迷。</p><p>不过,南向资金延续了自年初以来持续稳步流入的态势,进入10月以来保持每日净流入趋势,流入规模近期呈现逆势加速态势。</p><p>10月24日,南向资金单日净买入港股66.91亿港元,为今年单日净买入额第五,最近一周(10月17-21日)整体流入规模达257亿港元,创下自3月中旬以来最大周度流入规模,10月以来净买入金额为470.97亿港元,次于6月的533.88亿港元和3月的488.8亿港元。整体来看,南向资金年内合计净买入3000亿港元,呈现逆势加仓特征。</p><p>具体公司来看,10月以来回调幅度较大的公司如<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>与<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>等为南向资金流入主力。</p><p>与南向资金呼应的是,跟踪香港市场的国内ETF产品,在净值增长率持续走低的情况下,基金份额却不断攀升,整体呈现“越跌越买”的趋势。</p><p>截至10月24日,华夏<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>、华夏恒生互联网科技业ETF、华夏恒生ETF、华泰柏瑞南方东英<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>、博时恒生医疗保健ETF、易方达恒生H股ETF、易方达恒生科技ETF和富国中证港股通互联网ETF年内资金净流入均超20亿元,其中多只ETF份额创新高。</p><blockquote><b>机构:港股目前已处在严重超卖区间</b></blockquote><p>港股作为外资为主的离岸市场,受国际资本流动影响较大,今年市场震荡起伏。多家机构认为港股市场情绪较为脆弱,不过经过深度回调后,目前港股已处在严重超卖区间。</p><p>创金合信基金经理李志武认为,港股近期下跌更多在于美国和欧洲等外部影响,资金面和情绪面都造成较大的冲击,当前位置看,冲击大部分反映在股价上,最猛烈的时候已过去或即将过去。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>表示,所幸的是,港股市场已经具备几项优势,如当前市场已跌至数年低点,估值已经处于历史低位,叠加国内宽松政策下南向资金的持续流入。这意味着海外中资股可能展现出更强的韧性。如果内外部环境有所改善,港股市场未来反弹力度有望更大。往前看,美联储在年底的政策如果可以退坡有望成为第一个压力缓解的契机。而后续更多正面催化剂的出现,如大规模稳增长政策加码以及部分风险的缓解,可能推动外资机构低配情况缓解和市场风险的重新定价。</p><p>恒生前海基金表示,整体来看,港股目前已处在严重超卖区间,其中恒生指数成份股高于其200日移动均线的占比已处于历史最低水平之一,并且每日卖空交易占比达历史最高水平区间。尽管地缘政治阴霾仍然笼罩香港市场,但我们有理由相信,港股距离历史性底部反弹或已经不远,催化因素或取决于以下两个因素的兑现:第一、美联储加息步伐放缓;第二、中国经济增长正摆脱低谷。</p><p>展望后市,李志武更看好符合国家转型方向的长期成长性行业,如新能源、新材料、生物医药、高端装备制造等,以及国家安全(能源安全、供应链安全等)发展角度下的投资机会,如油运、火电、芯片行业等。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-10-25 11:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要:日均20亿抄底港股,这些公司和基金持续加码,拐点要来?机构:港股目前已处在严重超卖区间!</b></blockquote><p><b>港股波动巨大,李家超:已做好应对准备</b></p><p>今日,港股上演“绝地反击”!截至发稿,恒生科技指数涨超5%,恒指涨超1.4%。<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超9%,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、快手涨超8%,<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨超7%。</p><p>24日,港股受到重挫,恒生指数跌逾千点,创13年半新低。香港特别行政区行政长官李家超今日(25日)出席行政会议前会见记者时表示,全球经济受各种不稳定因素影响,香港需对经济持续保持关注。特区政府的主要任务是确保香港各项金融措施流畅且有效运行,并密切监测港股动态,保证维护好市场秩序。他承认,近期香港股市有较高不稳定性,但他强调特区政府已作好准备,以应对不同的金融风险。李家超建议,投资者应密切关注市场走向,评估投资风险。</p><blockquote><b>港股上市公司持续加码回购</b></blockquote><p>2022年全球资本市场动荡不安,上市公司纷纷打出“回购牌”。伴随指数不断调整,港股开始了回购风暴,今年参与回购的港股公司数量和总金额不断刷新历史纪录,年内总回购金额超过760亿港元。</p><p>10月24日盘后数据显示,<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>和<a href=\"https://laohu8.com/S/01113\">长实集团</a>等多家港股上市公司公告继续大手笔回购。</p><p>值得注意的是,南向资金也在不断加码抄底,单日66.91亿港元净流入港股市场,本月合计净买入港股471亿港元,年内净买入3000亿港元。从国内ETF份额变动来看,资金也在越跌越买。</p><p><b>总的来看,今年南向资金和回购资金日均合计有19.9亿港元在源源不断进场买入港股。</b></p><blockquote><b>港股日均回购4亿港元</b></blockquote><p>近期,港股上市公司持续加码回购,如10月21日单日回购总金额为4.81亿港元,10月20日单日总回购金额为3.44亿港元,10月19日单日总回购金额为5.84亿港元,10月18日单日总回购金额为4.36亿港元。</p><p>10月24日,<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/02333\">长城汽车</a>和<a href=\"https://laohu8.com/S/01113\">长实集团</a>等多家港股公司发布回购公告。</p><p><b><a href=\"https://laohu8.com/S/601633\">长城汽车</a></b>发布公告,2022年10月24日斥资约3.59亿港元回购股份4617.9万股公司股票,每股回购价格为7.67港元-7.81港元。此次为<a href=\"https://laohu8.com/S/02333\">长城汽车</a>港股今年第19次回购,今年公司回购总金额27.8亿港元。长城汽车港股股价近日企稳,连续2日涨超3%。</p><p>10月21日,长城汽车发布的2022年3季报显示,第三季度实现营业总收入373.46亿元,同比增长29.4%,归母净利润25.60亿元,同比增长80.7%。</p><p><b>友邦保险</b>公告表示,2022年10月24日斥资约1.78亿港元回购289.82万股,回购价为每股59.5港元-65.15港元。今年3月,友邦保险祭出未来三年100亿美元回购计划,而此次回购为友邦保险港股今年第124次回购,今年公司回购总金额198.58亿港元。</p><p><b>长实集团</b>公告称,2022年10月24日斥资约3223.19万港元回购股份72.7万股,每股回购价格为43.95港元-45港元。长实集团今年以来已经回购52次,回购总金额为21.71亿港元。</p><p>同日,<b><a href=\"https://laohu8.com/S/00656\">复星国际</a></b>斥资约4701.05万港元回购股份1000万股,每股回购价格为4.61港元-4.8港元;<a href=\"https://laohu8.com/S/00019\">太古股份公司A</a>斥资约3762.68万港元回购68.25万股,回购价为每股53.55港元-57.8港元;<a href=\"https://laohu8.com/S/00151\">中国旺旺</a>斥资约1687.14万港元回购332.3万股,回购价为5港元-5.13港元;<a href=\"https://laohu8.com/S/00772\">阅文集团</a>斥资1191.56万港元回购59.5万股,回购价格为每股19.38港元-20.65港元;<a href=\"https://laohu8.com/S/00881\">中升控股</a>斥资约2436.71万港元回购74.65万股,回购价为每股31.9港元-32.8港元;<a href=\"https://laohu8.com/S/00354\">中国软件国际</a>斥资约1004.03万港元回购199万股,回购价为每股4.96港元-5.09港元。</p><p><b>全年来看,港股公司年内总回购金额超过760亿港元,日均回购金额超过4亿港元,其中友邦保险、长城汽车、长实集团、<a href=\"https://laohu8.com/S/00019\">太古股份公司A</a>年内总回购金额均已超过10亿港元,分列港股公司年内回购总额榜第2、5、7、8位。年内回购金额居前的公司还有<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/00384\">中国燃气</a>和<a href=\"https://laohu8.com/S/06618\">京东健康</a>等。</b></p><blockquote><b>3000亿南向资金抄底港股</b></blockquote><p>港股市场在多重不确定因素下持续走弱,市场情绪低迷。</p><p>不过,南向资金延续了自年初以来持续稳步流入的态势,进入10月以来保持每日净流入趋势,流入规模近期呈现逆势加速态势。</p><p>10月24日,南向资金单日净买入港股66.91亿港元,为今年单日净买入额第五,最近一周(10月17-21日)整体流入规模达257亿港元,创下自3月中旬以来最大周度流入规模,10月以来净买入金额为470.97亿港元,次于6月的533.88亿港元和3月的488.8亿港元。整体来看,南向资金年内合计净买入3000亿港元,呈现逆势加仓特征。</p><p>具体公司来看,10月以来回调幅度较大的公司如<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>与<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>等为南向资金流入主力。</p><p>与南向资金呼应的是,跟踪香港市场的国内ETF产品,在净值增长率持续走低的情况下,基金份额却不断攀升,整体呈现“越跌越买”的趋势。</p><p>截至10月24日,华夏<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>、华夏恒生互联网科技业ETF、华夏恒生ETF、华泰柏瑞南方东英<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>、博时恒生医疗保健ETF、易方达恒生H股ETF、易方达恒生科技ETF和富国中证港股通互联网ETF年内资金净流入均超20亿元,其中多只ETF份额创新高。</p><blockquote><b>机构:港股目前已处在严重超卖区间</b></blockquote><p>港股作为外资为主的离岸市场,受国际资本流动影响较大,今年市场震荡起伏。多家机构认为港股市场情绪较为脆弱,不过经过深度回调后,目前港股已处在严重超卖区间。</p><p>创金合信基金经理李志武认为,港股近期下跌更多在于美国和欧洲等外部影响,资金面和情绪面都造成较大的冲击,当前位置看,冲击大部分反映在股价上,最猛烈的时候已过去或即将过去。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>表示,所幸的是,港股市场已经具备几项优势,如当前市场已跌至数年低点,估值已经处于历史低位,叠加国内宽松政策下南向资金的持续流入。这意味着海外中资股可能展现出更强的韧性。如果内外部环境有所改善,港股市场未来反弹力度有望更大。往前看,美联储在年底的政策如果可以退坡有望成为第一个压力缓解的契机。而后续更多正面催化剂的出现,如大规模稳增长政策加码以及部分风险的缓解,可能推动外资机构低配情况缓解和市场风险的重新定价。</p><p>恒生前海基金表示,整体来看,港股目前已处在严重超卖区间,其中恒生指数成份股高于其200日移动均线的占比已处于历史最低水平之一,并且每日卖空交易占比达历史最高水平区间。尽管地缘政治阴霾仍然笼罩香港市场,但我们有理由相信,港股距离历史性底部反弹或已经不远,催化因素或取决于以下两个因素的兑现:第一、美联储加息步伐放缓;第二、中国经济增长正摆脱低谷。</p><p>展望后市,李志武更看好符合国家转型方向的长期成长性行业,如新能源、新材料、生物医药、高端装备制造等,以及国家安全(能源安全、供应链安全等)发展角度下的投资机会,如油运、火电、芯片行业等。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9caa730718c4b63b3117ec8391cebed","relate_stocks":{"HSI":"恒生指数","02333":"长城汽车","HSTECH":"恒生科技指数","02833":"恒指ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278202297","content_text":"摘要:日均20亿抄底港股,这些公司和基金持续加码,拐点要来?机构:港股目前已处在严重超卖区间!港股波动巨大,李家超:已做好应对准备今日,港股上演“绝地反击”!截至发稿,恒生科技指数涨超5%,恒指涨超1.4%。京东健康涨超9%,阿里健康、快手涨超8%,比亚迪电子、小鹏汽车、京东涨超7%。24日,港股受到重挫,恒生指数跌逾千点,创13年半新低。香港特别行政区行政长官李家超今日(25日)出席行政会议前会见记者时表示,全球经济受各种不稳定因素影响,香港需对经济持续保持关注。特区政府的主要任务是确保香港各项金融措施流畅且有效运行,并密切监测港股动态,保证维护好市场秩序。他承认,近期香港股市有较高不稳定性,但他强调特区政府已作好准备,以应对不同的金融风险。李家超建议,投资者应密切关注市场走向,评估投资风险。港股上市公司持续加码回购2022年全球资本市场动荡不安,上市公司纷纷打出“回购牌”。伴随指数不断调整,港股开始了回购风暴,今年参与回购的港股公司数量和总金额不断刷新历史纪录,年内总回购金额超过760亿港元。10月24日盘后数据显示,友邦保险、长城汽车和长实集团等多家港股上市公司公告继续大手笔回购。值得注意的是,南向资金也在不断加码抄底,单日66.91亿港元净流入港股市场,本月合计净买入港股471亿港元,年内净买入3000亿港元。从国内ETF份额变动来看,资金也在越跌越买。总的来看,今年南向资金和回购资金日均合计有19.9亿港元在源源不断进场买入港股。港股日均回购4亿港元近期,港股上市公司持续加码回购,如10月21日单日回购总金额为4.81亿港元,10月20日单日总回购金额为3.44亿港元,10月19日单日总回购金额为5.84亿港元,10月18日单日总回购金额为4.36亿港元。10月24日,友邦保险、长城汽车和长实集团等多家港股公司发布回购公告。长城汽车发布公告,2022年10月24日斥资约3.59亿港元回购股份4617.9万股公司股票,每股回购价格为7.67港元-7.81港元。此次为长城汽车港股今年第19次回购,今年公司回购总金额27.8亿港元。长城汽车港股股价近日企稳,连续2日涨超3%。10月21日,长城汽车发布的2022年3季报显示,第三季度实现营业总收入373.46亿元,同比增长29.4%,归母净利润25.60亿元,同比增长80.7%。友邦保险公告表示,2022年10月24日斥资约1.78亿港元回购289.82万股,回购价为每股59.5港元-65.15港元。今年3月,友邦保险祭出未来三年100亿美元回购计划,而此次回购为友邦保险港股今年第124次回购,今年公司回购总金额198.58亿港元。长实集团公告称,2022年10月24日斥资约3223.19万港元回购股份72.7万股,每股回购价格为43.95港元-45港元。长实集团今年以来已经回购52次,回购总金额为21.71亿港元。同日,复星国际斥资约4701.05万港元回购股份1000万股,每股回购价格为4.61港元-4.8港元;太古股份公司A斥资约3762.68万港元回购68.25万股,回购价为每股53.55港元-57.8港元;中国旺旺斥资约1687.14万港元回购332.3万股,回购价为5港元-5.13港元;阅文集团斥资1191.56万港元回购59.5万股,回购价格为每股19.38港元-20.65港元;中升控股斥资约2436.71万港元回购74.65万股,回购价为每股31.9港元-32.8港元;中国软件国际斥资约1004.03万港元回购199万股,回购价为每股4.96港元-5.09港元。全年来看,港股公司年内总回购金额超过760亿港元,日均回购金额超过4亿港元,其中友邦保险、长城汽车、长实集团、太古股份公司A年内总回购金额均已超过10亿港元,分列港股公司年内回购总额榜第2、5、7、8位。年内回购金额居前的公司还有腾讯控股、汇丰控股、药明生物、小米集团-W、中国燃气和京东健康等。3000亿南向资金抄底港股港股市场在多重不确定因素下持续走弱,市场情绪低迷。不过,南向资金延续了自年初以来持续稳步流入的态势,进入10月以来保持每日净流入趋势,流入规模近期呈现逆势加速态势。10月24日,南向资金单日净买入港股66.91亿港元,为今年单日净买入额第五,最近一周(10月17-21日)整体流入规模达257亿港元,创下自3月中旬以来最大周度流入规模,10月以来净买入金额为470.97亿港元,次于6月的533.88亿港元和3月的488.8亿港元。整体来看,南向资金年内合计净买入3000亿港元,呈现逆势加仓特征。具体公司来看,10月以来回调幅度较大的公司如腾讯、美团-W、药明生物与理想汽车-W等为南向资金流入主力。与南向资金呼应的是,跟踪香港市场的国内ETF产品,在净值增长率持续走低的情况下,基金份额却不断攀升,整体呈现“越跌越买”的趋势。截至10月24日,华夏恒生科技ETF、华夏恒生互联网科技业ETF、华夏恒生ETF、华泰柏瑞南方东英恒生科技ETF、博时恒生医疗保健ETF、易方达恒生H股ETF、易方达恒生科技ETF和富国中证港股通互联网ETF年内资金净流入均超20亿元,其中多只ETF份额创新高。机构:港股目前已处在严重超卖区间港股作为外资为主的离岸市场,受国际资本流动影响较大,今年市场震荡起伏。多家机构认为港股市场情绪较为脆弱,不过经过深度回调后,目前港股已处在严重超卖区间。创金合信基金经理李志武认为,港股近期下跌更多在于美国和欧洲等外部影响,资金面和情绪面都造成较大的冲击,当前位置看,冲击大部分反映在股价上,最猛烈的时候已过去或即将过去。中金公司表示,所幸的是,港股市场已经具备几项优势,如当前市场已跌至数年低点,估值已经处于历史低位,叠加国内宽松政策下南向资金的持续流入。这意味着海外中资股可能展现出更强的韧性。如果内外部环境有所改善,港股市场未来反弹力度有望更大。往前看,美联储在年底的政策如果可以退坡有望成为第一个压力缓解的契机。而后续更多正面催化剂的出现,如大规模稳增长政策加码以及部分风险的缓解,可能推动外资机构低配情况缓解和市场风险的重新定价。恒生前海基金表示,整体来看,港股目前已处在严重超卖区间,其中恒生指数成份股高于其200日移动均线的占比已处于历史最低水平之一,并且每日卖空交易占比达历史最高水平区间。尽管地缘政治阴霾仍然笼罩香港市场,但我们有理由相信,港股距离历史性底部反弹或已经不远,催化因素或取决于以下两个因素的兑现:第一、美联储加息步伐放缓;第二、中国经济增长正摆脱低谷。展望后市,李志武更看好符合国家转型方向的长期成长性行业,如新能源、新材料、生物医药、高端装备制造等,以及国家安全(能源安全、供应链安全等)发展角度下的投资机会,如油运、火电、芯片行业等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662238123,"gmtCreate":1666583789462,"gmtModify":1666583792336,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"😭","listText":"😭","text":"😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662238123","repostId":"1160336911","repostType":4,"repost":{"id":"1160336911","kind":"news","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":1666573325,"share":"https://www.laohu8.com/m/news/1160336911?lang=&edition=full","pubTime":"2022-10-24 09:02","market":"other","language":"zh","title":"富时中国A50指数期货短线跳水,现跌幅扩大至1.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160336911","media":"老虎资讯综合","summary":"10月24日讯,富时中国A50指数期货短线跳水,现跌幅扩大至1.4%。","content":"<p>10月24日讯,富时中国A50指数期货短线跳水,现跌幅扩大至1.4%。</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>富时中国A50指数期货短线跳水,现跌幅扩大至1.4%</title>\n<style 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}\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富时中国A50指数期货短线跳水,现跌幅扩大至1.4%\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\">2022-10-24 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月24日讯,富时中国A50指数期货短线跳水,现跌幅扩大至1.4%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d6af070238d2efb66b76fb9945688d6","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160336911","content_text":"10月24日讯,富时中国A50指数期货短线跳水,现跌幅扩大至1.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668427026,"gmtCreate":1665103684065,"gmtModify":1665103686606,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"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/668427026","repostId":"668518638","repostType":1,"repost":{"id":668518638,"gmtCreate":1664930850225,"gmtModify":1664932461490,"author":{"id":"3527667650848029","authorId":"3527667650848029","name":"锐评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667650848029","authorIdStr":"3527667650848029"},"themes":[],"title":"老虎锐评:马斯克戏剧性反转,他到底要干什么?","htmlText":"马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票,我的反应是马斯克绝对不会甘愿做一个被动投资人,必将对推特董事会发起进攻;后来马斯克正式抛出了收购要约,我的反应就是立刻离场或者做空推特股票,经过一些列计算,我算出马斯克的钱不够;再到后来马斯克开始在推特上挑刺机器人的消息,我的反应就是马斯克要耍赖了…可以说,每一次马斯克有任何动作,我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信,宣布将按照原价收购推特,我看不懂了。今天推特股价受此消息影响,大涨22%,收盘价$52.00,离收购价$54.20一步之遥(下图)。在这个价位又有一个套利机会产生,做空推特,用收入去买美国国债。别看现在马斯克又愿意重新收购推特,即使双方配合再加上监管不阻拦,要结束收购也是1年甚至更长时间。要知道,马斯克首次提出收购要约的时候,正好是4月4日,距今已经半年了,收购的时间是很容易拖得很长的。假设最后收购成功(假设1年),那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债,那么1年的收益差不多是3.9%。也就是说,这个组合最大的损失就是4.2%- 3.9% = 0.3%,可以忽略不计,唯一需要考虑的是融券的成本(今天的融券成本差不多是0.25%,也可以忽略不计)。但向上的收益就很大了,万一马斯克又反悔了呢?或者监管跳出来阻拦呢?或者马斯克的银行们突然不愿意借贷了呢?或者特斯拉股价暴跌导致马斯克钱不够呢?……有太多可能性这个收购案不能成功了。每次看到股价逼近收购价,其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入,还不如去买美国国债。说回马斯克,这是他今天给SEC发的信,一副非常愿意配合收购的样子。On October 3, 2022, the Reporting Person’s advisors sent a le","listText":"马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票,我的反应是马斯克绝对不会甘愿做一个被动投资人,必将对推特董事会发起进攻;后来马斯克正式抛出了收购要约,我的反应就是立刻离场或者做空推特股票,经过一些列计算,我算出马斯克的钱不够;再到后来马斯克开始在推特上挑刺机器人的消息,我的反应就是马斯克要耍赖了…可以说,每一次马斯克有任何动作,我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信,宣布将按照原价收购推特,我看不懂了。今天推特股价受此消息影响,大涨22%,收盘价$52.00,离收购价$54.20一步之遥(下图)。在这个价位又有一个套利机会产生,做空推特,用收入去买美国国债。别看现在马斯克又愿意重新收购推特,即使双方配合再加上监管不阻拦,要结束收购也是1年甚至更长时间。要知道,马斯克首次提出收购要约的时候,正好是4月4日,距今已经半年了,收购的时间是很容易拖得很长的。假设最后收购成功(假设1年),那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债,那么1年的收益差不多是3.9%。也就是说,这个组合最大的损失就是4.2%- 3.9% = 0.3%,可以忽略不计,唯一需要考虑的是融券的成本(今天的融券成本差不多是0.25%,也可以忽略不计)。但向上的收益就很大了,万一马斯克又反悔了呢?或者监管跳出来阻拦呢?或者马斯克的银行们突然不愿意借贷了呢?或者特斯拉股价暴跌导致马斯克钱不够呢?……有太多可能性这个收购案不能成功了。每次看到股价逼近收购价,其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入,还不如去买美国国债。说回马斯克,这是他今天给SEC发的信,一副非常愿意配合收购的样子。On October 3, 2022, the Reporting Person’s advisors sent a le","text":"马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票,我的反应是马斯克绝对不会甘愿做一个被动投资人,必将对推特董事会发起进攻;后来马斯克正式抛出了收购要约,我的反应就是立刻离场或者做空推特股票,经过一些列计算,我算出马斯克的钱不够;再到后来马斯克开始在推特上挑刺机器人的消息,我的反应就是马斯克要耍赖了…可以说,每一次马斯克有任何动作,我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信,宣布将按照原价收购推特,我看不懂了。今天推特股价受此消息影响,大涨22%,收盘价$52.00,离收购价$54.20一步之遥(下图)。在这个价位又有一个套利机会产生,做空推特,用收入去买美国国债。别看现在马斯克又愿意重新收购推特,即使双方配合再加上监管不阻拦,要结束收购也是1年甚至更长时间。要知道,马斯克首次提出收购要约的时候,正好是4月4日,距今已经半年了,收购的时间是很容易拖得很长的。假设最后收购成功(假设1年),那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债,那么1年的收益差不多是3.9%。也就是说,这个组合最大的损失就是4.2%- 3.9% = 0.3%,可以忽略不计,唯一需要考虑的是融券的成本(今天的融券成本差不多是0.25%,也可以忽略不计)。但向上的收益就很大了,万一马斯克又反悔了呢?或者监管跳出来阻拦呢?或者马斯克的银行们突然不愿意借贷了呢?或者特斯拉股价暴跌导致马斯克钱不够呢?……有太多可能性这个收购案不能成功了。每次看到股价逼近收购价,其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入,还不如去买美国国债。说回马斯克,这是他今天给SEC发的信,一副非常愿意配合收购的样子。On October 3, 2022, the Reporting Person’s advisors sent a le","images":[{"img":"https://static.tigerbbs.com/3c66cc2fd68564d992a3f265a3c71ac5","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668518638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668424732,"gmtCreate":1665103649026,"gmtModify":1665103651892,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668424732","repostId":"668365443","repostType":1,"repost":{"id":668365443,"gmtCreate":1664434692483,"gmtModify":1664434781580,"author":{"id":"4125646752954172","authorId":"4125646752954172","name":"小虎资管","avatar":"https://static.tigerbbs.com/d8da3f07459c2d29a0886a158ed1bedf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125646752954172","authorIdStr":"4125646752954172"},"themes":[],"title":"流动性指标仍亮红灯","htmlText":"昨天,英国央行平地一声雷,宣布购买长期英国国债至10月14日,暂时稳定了全球金融市场。美股<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 与美债<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares(TLT)$</a> 均出现了大幅反弹。然而尽管如此,我们的流动性指标之一的FRA-OIS spread并未下行,仍飙升近4个基点至36.6,已经回到了今年3月时的高位。 来源:彭博,截至2022/9/28 FRA-OIS spread是3个月期Libor(伦敦同业拆借利率)与OIS(参考美联储基准利率而定的隔夜掉期利率)之差,FRA-OIS spread主要反映的是全球银行体系的信贷压力,息差扩大意味着市场对短期同业拆借利率(Libor)上涨的预期非常高,是融资紧张的表现。 <a target=\"_blank\" href=\"https://laohu8.com/U/3527667667103859\">@TigerEvents</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667621665671\">@Daily_Discussion</a> <a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000439\">@TigerObserver</a> ","listText":"昨天,英国央行平地一声雷,宣布购买长期英国国债至10月14日,暂时稳定了全球金融市场。美股<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 与美债<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares(TLT)$</a> 均出现了大幅反弹。然而尽管如此,我们的流动性指标之一的FRA-OIS spread并未下行,仍飙升近4个基点至36.6,已经回到了今年3月时的高位。 来源:彭博,截至2022/9/28 FRA-OIS spread是3个月期Libor(伦敦同业拆借利率)与OIS(参考美联储基准利率而定的隔夜掉期利率)之差,FRA-OIS spread主要反映的是全球银行体系的信贷压力,息差扩大意味着市场对短期同业拆借利率(Libor)上涨的预期非常高,是融资紧张的表现。 <a target=\"_blank\" href=\"https://laohu8.com/U/3527667667103859\">@TigerEvents</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3527667621665671\">@Daily_Discussion</a> <a target=\"_blank\" href=\"https://laohu8.com/U/9000000000000439\">@TigerObserver</a> ","text":"昨天,英国央行平地一声雷,宣布购买长期英国国债至10月14日,暂时稳定了全球金融市场。美股$标普500ETF(SPY)$ $罗素2000指数ETF(IWM)$ 与美债$债券20+美公债指数ETF-iShares(TLT)$ 均出现了大幅反弹。然而尽管如此,我们的流动性指标之一的FRA-OIS spread并未下行,仍飙升近4个基点至36.6,已经回到了今年3月时的高位。 来源:彭博,截至2022/9/28 FRA-OIS spread是3个月期Libor(伦敦同业拆借利率)与OIS(参考美联储基准利率而定的隔夜掉期利率)之差,FRA-OIS spread主要反映的是全球银行体系的信贷压力,息差扩大意味着市场对短期同业拆借利率(Libor)上涨的预期非常高,是融资紧张的表现。 @TigerEvents @Daily_Discussion @TigerObserver","images":[{"img":"https://static.tigerbbs.com/4ab28127a65f82299d20cb78862857e7","width":"632","height":"191"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668365443","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2132,"gmtBegin":1664434692483,"gmtEnd":1665039320908,"type":1,"upper":1,"title":"虎友们认为目前这波反弹能持续多长时间","choices":[{"id":8435,"sort":1,"name":"这是新牛市的起点","userSize":7,"voted":false},{"id":8436,"sort":2,"name":"反弹到年底","userSize":5,"voted":false},{"id":8437,"sort":3,"name":"反弹到10月初","userSize":9,"voted":false},{"id":8438,"sort":4,"name":"本周内反弹就结束了","userSize":22,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668424433,"gmtCreate":1665103594822,"gmtModify":1665103597262,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"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/668424433","repostId":"668939498","repostType":1,"repost":{"id":668939498,"gmtCreate":1664353956715,"gmtModify":1664354675108,"author":{"id":"3434868196902313","authorId":"3434868196902313","name":"印飞","avatar":"https://static.tigerbbs.com/b94733a7bd0eaca9087d06a604aded8c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434868196902313","authorIdStr":"3434868196902313"},"themes":[],"title":"","htmlText":"大概有三年时间没有动过老虎的账户了,从破产到现在两年多,做过送外卖,跑过网约车,现在是一名房产经纪人。曾经的我年轻气盛犯了许多错误,过去的事情不想再提,希望自己可以翻盘","listText":"大概有三年时间没有动过老虎的账户了,从破产到现在两年多,做过送外卖,跑过网约车,现在是一名房产经纪人。曾经的我年轻气盛犯了许多错误,过去的事情不想再提,希望自己可以翻盘","text":"大概有三年时间没有动过老虎的账户了,从破产到现在两年多,做过送外卖,跑过网约车,现在是一名房产经纪人。曾经的我年轻气盛犯了许多错误,过去的事情不想再提,希望自己可以翻盘","images":[{"img":"https://static.tigerbbs.com/9e569c32b82dca5a8e95900f98f83c00","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668939498","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668424542,"gmtCreate":1665103559787,"gmtModify":1665103562695,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"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/668424542","repostId":"661416943","repostType":1,"repost":{"id":661416943,"gmtCreate":1664181812583,"gmtModify":1664183129720,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494295154959832","authorIdStr":"3494295154959832"},"themes":[],"title":"微波消融医疗器械提供商百德医疗 迎年均增速33%的行业性机遇","htmlText":"微波消融医疗器械龙头企业百德医疗,即将完成IPO最后冲刺。2022年9月22日,<a target=\"_blank\" href=\"https://laohu8.com/S/06678\">$百德医疗(06678)$</a> 公告称公司在香港资本市场开启招股环节,保荐机构为中泰国际融资、中银国际亚洲。公司此次IPO预计发行2.48亿股,其中香港公开发售2480万股,国际发售2.23亿股,超额配售最多为3720万股(如有)。发行价格区间为每股1.40至1.72港元。预计上市日期为2022年10月5日,每手2000股。募集资金中41%将用作扩大及深化公司的产品组合、升级公司的医疗许可证及扩充研发团队;38%将用作选择性寻求能够补充公司的现有产品组合、销售及分销网络、技术,并为公司的业务增长创造协同效应的策略收购、投资或业务协同合作机会;8%将用作透过设立海外办事处;3%将用于购买自动化机械及设备以提高公司的生产线的自动化水平;10%将用作额外营运资金及其他一般公司用途。目前看来,作为国内市场上首家有甲状腺3类证企业,公司已成为微波消融医疗器械领先供应商之一,按2021年微波消融针的销售收入及销量计,更是中国治疗甲状腺结节及乳腺结节的微波消融医疗器械第一大龙头,规模、技术优势背景下公司近年来业绩不断增长。未来,随着行业规模高速增长以及公司与机构合作的研发模式保证产品线稳定扩张,百德医疗有望持续展现高增长态势。深耕微波消融 成就领域大龙头地位十余年专注,百德医疗已经成为行业的龙头型企业。微波消融是一种微创治疗技术,利用微波能量产生的极高热量改变肿瘤细胞蛋白质的性质,并使其凝结。微波消融治疗已应用于不同的良性及恶性肿瘤并具有安全、微创、操作简便、患者恢复快及并发症低等优点。部分类型的良性肿瘤可能通过称为癌症进展的过程转变为恶性肿瘤。根据弗若斯特沙利文资料,肺结节、甲状腺结节及乳","listText":"微波消融医疗器械龙头企业百德医疗,即将完成IPO最后冲刺。2022年9月22日,<a target=\"_blank\" href=\"https://laohu8.com/S/06678\">$百德医疗(06678)$</a> 公告称公司在香港资本市场开启招股环节,保荐机构为中泰国际融资、中银国际亚洲。公司此次IPO预计发行2.48亿股,其中香港公开发售2480万股,国际发售2.23亿股,超额配售最多为3720万股(如有)。发行价格区间为每股1.40至1.72港元。预计上市日期为2022年10月5日,每手2000股。募集资金中41%将用作扩大及深化公司的产品组合、升级公司的医疗许可证及扩充研发团队;38%将用作选择性寻求能够补充公司的现有产品组合、销售及分销网络、技术,并为公司的业务增长创造协同效应的策略收购、投资或业务协同合作机会;8%将用作透过设立海外办事处;3%将用于购买自动化机械及设备以提高公司的生产线的自动化水平;10%将用作额外营运资金及其他一般公司用途。目前看来,作为国内市场上首家有甲状腺3类证企业,公司已成为微波消融医疗器械领先供应商之一,按2021年微波消融针的销售收入及销量计,更是中国治疗甲状腺结节及乳腺结节的微波消融医疗器械第一大龙头,规模、技术优势背景下公司近年来业绩不断增长。未来,随着行业规模高速增长以及公司与机构合作的研发模式保证产品线稳定扩张,百德医疗有望持续展现高增长态势。深耕微波消融 成就领域大龙头地位十余年专注,百德医疗已经成为行业的龙头型企业。微波消融是一种微创治疗技术,利用微波能量产生的极高热量改变肿瘤细胞蛋白质的性质,并使其凝结。微波消融治疗已应用于不同的良性及恶性肿瘤并具有安全、微创、操作简便、患者恢复快及并发症低等优点。部分类型的良性肿瘤可能通过称为癌症进展的过程转变为恶性肿瘤。根据弗若斯特沙利文资料,肺结节、甲状腺结节及乳","text":"微波消融医疗器械龙头企业百德医疗,即将完成IPO最后冲刺。2022年9月22日,$百德医疗(06678)$ 公告称公司在香港资本市场开启招股环节,保荐机构为中泰国际融资、中银国际亚洲。公司此次IPO预计发行2.48亿股,其中香港公开发售2480万股,国际发售2.23亿股,超额配售最多为3720万股(如有)。发行价格区间为每股1.40至1.72港元。预计上市日期为2022年10月5日,每手2000股。募集资金中41%将用作扩大及深化公司的产品组合、升级公司的医疗许可证及扩充研发团队;38%将用作选择性寻求能够补充公司的现有产品组合、销售及分销网络、技术,并为公司的业务增长创造协同效应的策略收购、投资或业务协同合作机会;8%将用作透过设立海外办事处;3%将用于购买自动化机械及设备以提高公司的生产线的自动化水平;10%将用作额外营运资金及其他一般公司用途。目前看来,作为国内市场上首家有甲状腺3类证企业,公司已成为微波消融医疗器械领先供应商之一,按2021年微波消融针的销售收入及销量计,更是中国治疗甲状腺结节及乳腺结节的微波消融医疗器械第一大龙头,规模、技术优势背景下公司近年来业绩不断增长。未来,随着行业规模高速增长以及公司与机构合作的研发模式保证产品线稳定扩张,百德医疗有望持续展现高增长态势。深耕微波消融 成就领域大龙头地位十余年专注,百德医疗已经成为行业的龙头型企业。微波消融是一种微创治疗技术,利用微波能量产生的极高热量改变肿瘤细胞蛋白质的性质,并使其凝结。微波消融治疗已应用于不同的良性及恶性肿瘤并具有安全、微创、操作简便、患者恢复快及并发症低等优点。部分类型的良性肿瘤可能通过称为癌症进展的过程转变为恶性肿瘤。根据弗若斯特沙利文资料,肺结节、甲状腺结节及乳","images":[{"img":"https://static.tigerbbs.com/c4f7335f9a149a61831e968a083e352d","width":"632","height":"533"},{"img":"https://static.tigerbbs.com/42fc6fa48728d70abcb740df65e1879b","width":"632","height":"235"},{"img":"https://static.tigerbbs.com/b6aa4d51057bcfa93581e16fc1305100","width":"632","height":"678"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661416943","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668008081,"gmtCreate":1664278583644,"gmtModify":1664278586262,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"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/668008081","repostId":"661237493","repostType":1,"repost":{"id":661237493,"gmtCreate":1663933658313,"gmtModify":1663937326493,"author":{"id":"4098085184326980","authorId":"4098085184326980","name":"二十三三","avatar":"https://static.tigerbbs.com/e63cce3fc8ec347425a03102f4bdf1dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098085184326980","authorIdStr":"4098085184326980"},"themes":[],"title":"《每日一省》——漫漫长路","htmlText":"又崩了!借着人民币贬值的档口,恒生指数又崩了。再创下11年来新低,腾讯4年来新低,大有破2018年低点的势头。关注的几个港股也大都萎靡不振,这是个另一个形势的戴维斯双杀,汇率跌、估值跌、双杀,港股没有希望了。按理说:人民币贬值有利于A股啊!可A股今天也跌,涨的只有跌的家数8分之一,可谓一片惨淡。等等看吧。等到人民币到7.75到7.85之间。和港币同一价格时候,到时候把人民币和港币挂钩,汇率1:1等值,让香港和内地联系更紧密一些,顺便把美元将踢走,可能会出现一波戴维斯双击。只是不知道这个设想啥时候能实现。能不能成立还要看以后的走势。港股快手跌,美团也在跌、哔哩哔哩还是在跌。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 这市场熊市彻底深入了。以前人家说,港股恒生指数腾讯占比太低,所以导致恒指失真,最近几年腾讯终于占比扩大了,可是自从扩大了之后,反而熊途漫漫,又开始拖累恒指。这样的指数其实对市场反应远不如纳指和标普500,甚至不如道指,这是恒指一大弊端。恒生指数 (HSI)多数个股已经跌的比指数惨多了。不管是大盘股如腾讯阿里,还是小盘股如微盟、平安好医生。都是一片惨淡,惨不忍睹!远远比大盘跌幅多多了。就一些香港人喜欢的,号称存汇丰不如买汇丰,圣诞钟,买汇丰。以它为代表的银行股和和一些本地的如李嘉诚长江集团跌的稍微少一点。腾讯都已经腰斩了还多,这是2008年金融危机都没有出现的事情。不过腾讯今天传来好消息,说注销了2244万股,大概接近70个亿港币,这是个大事,意味着以后腾讯极有可能苹果化,成为像苹果一样的公司,在业务发展变缓以后,靠回购和派息来拉动公司股价。这未尝不是一件好事,自从苹果库克推出回购和派息以后。算上派息和回购,苹果股票回报率达到了8倍多。不知道腾讯会不会也这样的","listText":"又崩了!借着人民币贬值的档口,恒生指数又崩了。再创下11年来新低,腾讯4年来新低,大有破2018年低点的势头。关注的几个港股也大都萎靡不振,这是个另一个形势的戴维斯双杀,汇率跌、估值跌、双杀,港股没有希望了。按理说:人民币贬值有利于A股啊!可A股今天也跌,涨的只有跌的家数8分之一,可谓一片惨淡。等等看吧。等到人民币到7.75到7.85之间。和港币同一价格时候,到时候把人民币和港币挂钩,汇率1:1等值,让香港和内地联系更紧密一些,顺便把美元将踢走,可能会出现一波戴维斯双击。只是不知道这个设想啥时候能实现。能不能成立还要看以后的走势。港股快手跌,美团也在跌、哔哩哔哩还是在跌。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 这市场熊市彻底深入了。以前人家说,港股恒生指数腾讯占比太低,所以导致恒指失真,最近几年腾讯终于占比扩大了,可是自从扩大了之后,反而熊途漫漫,又开始拖累恒指。这样的指数其实对市场反应远不如纳指和标普500,甚至不如道指,这是恒指一大弊端。恒生指数 (HSI)多数个股已经跌的比指数惨多了。不管是大盘股如腾讯阿里,还是小盘股如微盟、平安好医生。都是一片惨淡,惨不忍睹!远远比大盘跌幅多多了。就一些香港人喜欢的,号称存汇丰不如买汇丰,圣诞钟,买汇丰。以它为代表的银行股和和一些本地的如李嘉诚长江集团跌的稍微少一点。腾讯都已经腰斩了还多,这是2008年金融危机都没有出现的事情。不过腾讯今天传来好消息,说注销了2244万股,大概接近70个亿港币,这是个大事,意味着以后腾讯极有可能苹果化,成为像苹果一样的公司,在业务发展变缓以后,靠回购和派息来拉动公司股价。这未尝不是一件好事,自从苹果库克推出回购和派息以后。算上派息和回购,苹果股票回报率达到了8倍多。不知道腾讯会不会也这样的","text":"又崩了!借着人民币贬值的档口,恒生指数又崩了。再创下11年来新低,腾讯4年来新低,大有破2018年低点的势头。关注的几个港股也大都萎靡不振,这是个另一个形势的戴维斯双杀,汇率跌、估值跌、双杀,港股没有希望了。按理说:人民币贬值有利于A股啊!可A股今天也跌,涨的只有跌的家数8分之一,可谓一片惨淡。等等看吧。等到人民币到7.75到7.85之间。和港币同一价格时候,到时候把人民币和港币挂钩,汇率1:1等值,让香港和内地联系更紧密一些,顺便把美元将踢走,可能会出现一波戴维斯双击。只是不知道这个设想啥时候能实现。能不能成立还要看以后的走势。港股快手跌,美团也在跌、哔哩哔哩还是在跌。$快手-W(01024)$ 这市场熊市彻底深入了。以前人家说,港股恒生指数腾讯占比太低,所以导致恒指失真,最近几年腾讯终于占比扩大了,可是自从扩大了之后,反而熊途漫漫,又开始拖累恒指。这样的指数其实对市场反应远不如纳指和标普500,甚至不如道指,这是恒指一大弊端。恒生指数 (HSI)多数个股已经跌的比指数惨多了。不管是大盘股如腾讯阿里,还是小盘股如微盟、平安好医生。都是一片惨淡,惨不忍睹!远远比大盘跌幅多多了。就一些香港人喜欢的,号称存汇丰不如买汇丰,圣诞钟,买汇丰。以它为代表的银行股和和一些本地的如李嘉诚长江集团跌的稍微少一点。腾讯都已经腰斩了还多,这是2008年金融危机都没有出现的事情。不过腾讯今天传来好消息,说注销了2244万股,大概接近70个亿港币,这是个大事,意味着以后腾讯极有可能苹果化,成为像苹果一样的公司,在业务发展变缓以后,靠回购和派息来拉动公司股价。这未尝不是一件好事,自从苹果库克推出回购和派息以后。算上派息和回购,苹果股票回报率达到了8倍多。不知道腾讯会不会也这样的","images":[{"img":"https://static.tigerbbs.com/1f21e635f7661c71cc634332e395a1c1","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/bc4332cfc9851edc71c6ab20b9c126c0","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/ea33682bde5fb2db0cc13b1be51ac6f5","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661237493","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668001408,"gmtCreate":1664278564704,"gmtModify":1664278567108,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"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/668001408","repostId":"661224513","repostType":1,"repost":{"id":661224513,"gmtCreate":1663955444932,"gmtModify":1663955449462,"author":{"id":"3571292989058983","authorId":"3571292989058983","name":"小韭儿","avatar":"https://static.tigerbbs.com/5fcdb6ed1619b21858f8dcc933468150","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571292989058983","authorIdStr":"3571292989058983"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"1\"></v-v>最近真的忙到起飞了,市场波动太大,不太适合普通人贸贸然参与,但像特斯拉这种大票,我说过,多空趋势都很明显。无论什么时候参与都有机会。三百以下的特斯拉还是很便宜的,当然如果能捡到更便宜的那真是太划算的长期投资了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"1\"></v-v>最近真的忙到起飞了,市场波动太大,不太适合普通人贸贸然参与,但像特斯拉这种大票,我说过,多空趋势都很明显。无论什么时候参与都有机会。三百以下的特斯拉还是很便宜的,当然如果能捡到更便宜的那真是太划算的长期投资了。","text":"$特斯拉(TSLA)$最近真的忙到起飞了,市场波动太大,不太适合普通人贸贸然参与,但像特斯拉这种大票,我说过,多空趋势都很明显。无论什么时候参与都有机会。三百以下的特斯拉还是很便宜的,当然如果能捡到更便宜的那真是太划算的长期投资了。","images":[{"img":"https://static.tigerbbs.com/18547e0cfc23deee09f124e01b5991b5","width":"1170","height":"2201"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661224513","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668001646,"gmtCreate":1664278461386,"gmtModify":1664278463560,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"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/668001646","repostId":"661121977","repostType":1,"repost":{"id":661121977,"gmtCreate":1663773601200,"gmtModify":1663774713799,"author":{"id":"3548388348794551","authorId":"3548388348794551","name":"问就是加仓up","avatar":"https://static.tigerbbs.com/4e98ddf789d46c5627f944fc581c0fe9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548388348794551","authorIdStr":"3548388348794551"},"themes":[],"title":"写在腾讯股价创近四年新低之际","htmlText":"今天盘中腾讯股价再次跌2%,股价几乎创近4年新低,相比于之前跌破300港币无数人疾呼抄底,这次明显安静了很多,氛围感也没有了,毕竟上半年港股急跌以腾讯跌破300港币收尾。这次,又会怎么走? 本文仅为个人投资思考记录,不构成任何投资建议,格局不同,立场不同,仅供参考。 就在一年多以前,在全球牛市的衬托下,国内基金振臂高呼跨过香江争夺定价权,腾讯连续日内10%的涨幅拉升,股价一度接近750港币,当时的口号是1000港币不是梦,不是我在这瞎吹,我当时还买了800港币的涡轮,当时觉得突破1000不算啥事。随后没几天就开始掉转形式向下,开启了无限的下跌,绵延至今。从月线可以看出,这一路没有特别暴力的反弹。 目前腾讯股价的下跌主要几个原因,最最主要的其实是大股东的减持,港股的流动性虽然 很差,但是以腾讯的声望,还是有很多的资金在不断抄底,但是一旦有人开始稳定持续的减持,对股价的影响那就容易倾斜,在大股东减持之前,其实股价本就处于弱平衡之下,腾讯目前每天也是在稳定回购,回购金额约占当日成交金额的十分之一以下,目前无法看到大股东每日减持明细,因为每减持1%的股份才会发布一次减持公告,上次发布是9.8日的时候,当时持股降到了27.96%,下次公告是持股减持到27%以下的时候,即在减持9600w股,今天腾讯成交了1600w股,我没查到港股减持的规则,假设每天减持200w股,大约需要45多个交易日,上次大股东转入了1.9亿股,全部减持完大概需要100个交易日。 而且这是算术的角度看,从理性的角度看,大股东肯定想要卖个好价钱 ,不可能无脑卖出,所以股价跌得多了,卖出速度会变慢。这些股份大概率是要全部卖出的,基本上意味着未来大半年腾讯的股价基本上会承受非常大的压力,如果你不知道什么叫压力,最近一个月的走势就是压力。 大股东的抛售金额大概率是高于每天腾讯自身回购的金额,所以你可以将这个回购行为的价值","listText":"今天盘中腾讯股价再次跌2%,股价几乎创近4年新低,相比于之前跌破300港币无数人疾呼抄底,这次明显安静了很多,氛围感也没有了,毕竟上半年港股急跌以腾讯跌破300港币收尾。这次,又会怎么走? 本文仅为个人投资思考记录,不构成任何投资建议,格局不同,立场不同,仅供参考。 就在一年多以前,在全球牛市的衬托下,国内基金振臂高呼跨过香江争夺定价权,腾讯连续日内10%的涨幅拉升,股价一度接近750港币,当时的口号是1000港币不是梦,不是我在这瞎吹,我当时还买了800港币的涡轮,当时觉得突破1000不算啥事。随后没几天就开始掉转形式向下,开启了无限的下跌,绵延至今。从月线可以看出,这一路没有特别暴力的反弹。 目前腾讯股价的下跌主要几个原因,最最主要的其实是大股东的减持,港股的流动性虽然 很差,但是以腾讯的声望,还是有很多的资金在不断抄底,但是一旦有人开始稳定持续的减持,对股价的影响那就容易倾斜,在大股东减持之前,其实股价本就处于弱平衡之下,腾讯目前每天也是在稳定回购,回购金额约占当日成交金额的十分之一以下,目前无法看到大股东每日减持明细,因为每减持1%的股份才会发布一次减持公告,上次发布是9.8日的时候,当时持股降到了27.96%,下次公告是持股减持到27%以下的时候,即在减持9600w股,今天腾讯成交了1600w股,我没查到港股减持的规则,假设每天减持200w股,大约需要45多个交易日,上次大股东转入了1.9亿股,全部减持完大概需要100个交易日。 而且这是算术的角度看,从理性的角度看,大股东肯定想要卖个好价钱 ,不可能无脑卖出,所以股价跌得多了,卖出速度会变慢。这些股份大概率是要全部卖出的,基本上意味着未来大半年腾讯的股价基本上会承受非常大的压力,如果你不知道什么叫压力,最近一个月的走势就是压力。 大股东的抛售金额大概率是高于每天腾讯自身回购的金额,所以你可以将这个回购行为的价值","text":"今天盘中腾讯股价再次跌2%,股价几乎创近4年新低,相比于之前跌破300港币无数人疾呼抄底,这次明显安静了很多,氛围感也没有了,毕竟上半年港股急跌以腾讯跌破300港币收尾。这次,又会怎么走? 本文仅为个人投资思考记录,不构成任何投资建议,格局不同,立场不同,仅供参考。 就在一年多以前,在全球牛市的衬托下,国内基金振臂高呼跨过香江争夺定价权,腾讯连续日内10%的涨幅拉升,股价一度接近750港币,当时的口号是1000港币不是梦,不是我在这瞎吹,我当时还买了800港币的涡轮,当时觉得突破1000不算啥事。随后没几天就开始掉转形式向下,开启了无限的下跌,绵延至今。从月线可以看出,这一路没有特别暴力的反弹。 目前腾讯股价的下跌主要几个原因,最最主要的其实是大股东的减持,港股的流动性虽然 很差,但是以腾讯的声望,还是有很多的资金在不断抄底,但是一旦有人开始稳定持续的减持,对股价的影响那就容易倾斜,在大股东减持之前,其实股价本就处于弱平衡之下,腾讯目前每天也是在稳定回购,回购金额约占当日成交金额的十分之一以下,目前无法看到大股东每日减持明细,因为每减持1%的股份才会发布一次减持公告,上次发布是9.8日的时候,当时持股降到了27.96%,下次公告是持股减持到27%以下的时候,即在减持9600w股,今天腾讯成交了1600w股,我没查到港股减持的规则,假设每天减持200w股,大约需要45多个交易日,上次大股东转入了1.9亿股,全部减持完大概需要100个交易日。 而且这是算术的角度看,从理性的角度看,大股东肯定想要卖个好价钱 ,不可能无脑卖出,所以股价跌得多了,卖出速度会变慢。这些股份大概率是要全部卖出的,基本上意味着未来大半年腾讯的股价基本上会承受非常大的压力,如果你不知道什么叫压力,最近一个月的走势就是压力。 大股东的抛售金额大概率是高于每天腾讯自身回购的金额,所以你可以将这个回购行为的价值","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661121977","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661420776,"gmtCreate":1664194119895,"gmtModify":1664194120947,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564483904405629","authorIdStr":"3564483904405629"},"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/661420776","repostId":"661331025","repostType":1,"repost":{"id":661331025,"gmtCreate":1663686076167,"gmtModify":1663686096107,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"82%概率加息75基点,然而多空战况依然焦灼","htmlText":"美联储利率预测: 9月加息75点到300-325概率82%,100点概率18%。 11月22日加息75点到375-400概率60.4%,50点是27.6%,100点是11.9%。 12月14日加息50点到425-450概率46.7%。 利率决议当天走势可以参考:<a href=\"https://laohu8.com/TW/661939741\" target=\"_blank\">利率决定前后市场上涨下跌,到底有什么预测性?</a> 说一下昨天的大单。大盘ETF出现put大单平仓,前期止盈,非常稳重的操作。主要的大单交易还是那几个方向:价差,call, put。 其中价差是重仓策略,put和call都是相对轻仓,可能是觉得赔率合适。反弹的话空间很大,而下跌就会去测试6月低点。 目前很多个股走势和大盘偏离,个股可以作为参考,但我认为现在大盘方向>个股,具体可以参考周一文章:<a href=\"https://laohu8.com/TW/661027608\" target=\"_blank\">1亿put大单看跌!市场尚未就加息路径达成明确共识</a>。机构都还没有明确的方向性,我们随大流做跨式或者价差就可以了。 个股期权依然是以跨式为主,但半导体,金融和医药权重股有call大单。 其中特斯拉有好几个近期看涨大单,如图 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020221007%20330.0%20CALL\">$TSLA 20221007 330.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220930%20320.0%20CALL\">$TSLA 20220930 320.0 CALL$</a> TSM,JNJ和JPM大单看","listText":"美联储利率预测: 9月加息75点到300-325概率82%,100点概率18%。 11月22日加息75点到375-400概率60.4%,50点是27.6%,100点是11.9%。 12月14日加息50点到425-450概率46.7%。 利率决议当天走势可以参考:<a href=\"https://laohu8.com/TW/661939741\" target=\"_blank\">利率决定前后市场上涨下跌,到底有什么预测性?</a> 说一下昨天的大单。大盘ETF出现put大单平仓,前期止盈,非常稳重的操作。主要的大单交易还是那几个方向:价差,call, put。 其中价差是重仓策略,put和call都是相对轻仓,可能是觉得赔率合适。反弹的话空间很大,而下跌就会去测试6月低点。 目前很多个股走势和大盘偏离,个股可以作为参考,但我认为现在大盘方向>个股,具体可以参考周一文章:<a href=\"https://laohu8.com/TW/661027608\" target=\"_blank\">1亿put大单看跌!市场尚未就加息路径达成明确共识</a>。机构都还没有明确的方向性,我们随大流做跨式或者价差就可以了。 个股期权依然是以跨式为主,但半导体,金融和医药权重股有call大单。 其中特斯拉有好几个近期看涨大单,如图 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020221007%20330.0%20CALL\">$TSLA 20221007 330.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220930%20320.0%20CALL\">$TSLA 20220930 320.0 CALL$</a> TSM,JNJ和JPM大单看","text":"美联储利率预测: 9月加息75点到300-325概率82%,100点概率18%。 11月22日加息75点到375-400概率60.4%,50点是27.6%,100点是11.9%。 12月14日加息50点到425-450概率46.7%。 利率决议当天走势可以参考:利率决定前后市场上涨下跌,到底有什么预测性? 说一下昨天的大单。大盘ETF出现put大单平仓,前期止盈,非常稳重的操作。主要的大单交易还是那几个方向:价差,call, put。 其中价差是重仓策略,put和call都是相对轻仓,可能是觉得赔率合适。反弹的话空间很大,而下跌就会去测试6月低点。 目前很多个股走势和大盘偏离,个股可以作为参考,但我认为现在大盘方向>个股,具体可以参考周一文章:1亿put大单看跌!市场尚未就加息路径达成明确共识。机构都还没有明确的方向性,我们随大流做跨式或者价差就可以了。 个股期权依然是以跨式为主,但半导体,金融和医药权重股有call大单。 其中特斯拉有好几个近期看涨大单,如图 $TSLA 20221007 330.0 CALL$ $TSLA 20220930 320.0 CALL$ TSM,JNJ和JPM大单看","images":[{"img":"https://static.tigerbbs.com/deb4863ecdf1e43578d1184345c48588","width":"1054","height":"425"},{"img":"https://static.tigerbbs.com/9bd70bf878f4d7160f0afe785d4a6275","width":"1734","height":"996"},{"img":"https://static.tigerbbs.com/fee7f5669fce935defd562dda9780ed5","width":"1079","height":"449"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661331025","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":315097119,"gmtCreate":1612189131831,"gmtModify":1703758510677,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564483904405629","idStr":"3564483904405629"},"themes":[],"htmlText":"<a 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href=https://www.thepaper.cn/newsDetail_forward_19823657><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者/秦艺逍新东方直播爆红之后,乐视也想进军直播领域了。“员工可以为自己公司代言,乐视为什么不可以?”9月8日,乐视负责人品牌夏晓艳在媒体沟通会上表示,乐视的员工正在做带货直播,努力成为下一个新东方。据乐视相关负责人向记者介绍,乐视此前已有自己的达人号“市场部的日常”,粉丝超过200万,已经直播带货近1年,这个账号未来会加大运营力度。官方账号“乐视”主要以品牌宣传为目的,目前已开启员工带货模式。在...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_19823657\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f686255e44de912507fd915244250f03","relate_stocks":{"09901":"新东方-S","EDU":"新东方","01797":"东方甄选"},"source_url":"https://www.thepaper.cn/newsDetail_forward_19823657","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117935241","content_text":"记者/秦艺逍新东方直播爆红之后,乐视也想进军直播领域了。“员工可以为自己公司代言,乐视为什么不可以?”9月8日,乐视负责人品牌夏晓艳在媒体沟通会上表示,乐视的员工正在做带货直播,努力成为下一个新东方。据乐视相关负责人向记者介绍,乐视此前已有自己的达人号“市场部的日常”,粉丝超过200万,已经直播带货近1年,这个账号未来会加大运营力度。官方账号“乐视”主要以品牌宣传为目的,目前已开启员工带货模式。在媒体沟通会上,乐视还回应了此前有关“靠版权和收租维持运营传闻”。夏晓艳表示,《甄嬛传》带给乐视的营收不足5% ,加上乐融致新的收入后占比也不足2%。乐融大厦仅一半空间用于出租,出租率也只有50%,2021年房租带给乐视的收入只占6%。乐视智能生态副总裁李晓伟透露,未来几个月将推出下一款偏中高端手机,近期还将陆续推出新一代的乐视超级电视产品。“乐视超级电视未来将聚焦以下三个关键词进行产品布局:新技术应用,高配置、高性价比,智能化、场景化。让用户只为核心价值买单,以更低的价格,买到高技术、高配置、高性价比的智能电视。”李晓伟说道。9月8日晚间,有媒体报道称,乐视此前的债务均属乐视网,乐融致新目前并无债务问题,正计划独立寻求融资。对此,乐视相关人士向澎湃新闻记者表示,没有收到相关消息,不作回应。乐视媒体沟通会乐视手机目前有两款入门机型,Y1Pro和Y2Pro,Y1pro售价499元,Y2pro售价在599元-999元之间。“Y2Pro是在这个极致价位段上,一台守门员级别手机。”李晓伟表示。从第三方电商平台来看,乐视入门手机的销量非常平淡——Y1Pro和Y2Pro两款机型显示“评价超过1000条”。图片来源:Letv手机旗舰店李晓伟在会上透露,乐视未来几个月将推出下一款偏中高端手机,该机型或采用MTK芯片、2K分辨率曲面屏、6400万超高清主摄、电池容量超过5000毫安时并且支持极速快充。值得注意的是,目前国产手机厂商的日子并不好过。国际调研机构IDC数据显示,2022年第二季度中国智能手机市场出货量约6720万台,同比下降14.7%。下滑带来的连锁反应就是进行库存管理,更直白的表达就是“削减订单”。除了手机,李晓伟表示,近期还将陆续推出新一代的乐视超级电视产品。沟通会上,乐视披露目前电视终端保有量1200万台。内容方面,乐视视频手握《甄嬛传》《芈月传》《白鹿原》《幸福像花儿一样》等经典影视作品版权。这些具有广泛观众基础的经典剧集仍在持续为乐视视频带来会员费用、广告收入、版权分销费等收入。根据乐视提供的数据,2022年上半年,乐视视频新增注册用户约300万,新上跟播剧29部、片库剧207部、电影144部、动画62部。乐视网成立于2004年,2010年正式在创业板上市,总市值于2015年超过1700亿元,成为当时创业板市值第一的上市公司。2016年,乐视债务危机爆发。2017年,融创以150亿入股乐视。2018年,乐视电视业务“乐融致新”被剥离出乐视网,融创成为控股股东。2020年,市值仅7.18亿元的乐视被强制退市。2021年12月,乐视在内部公开信中宣布,“在不考虑历史债务影响的前提下,乐视(乐视网、乐融致新)已经实现了经营利润和现金流的双平衡。”据2021年年报,乐视网报告期内实现营收4.68亿元,其中会员及发行业务实现营收3.96亿元,电视剧发行收入9559万元,实现同比正增长。根据乐视网(400084)2022年半年报,今年上半年,营收2.15亿元,同比增长9.88%,归属于公司股东的净利润为-2.5亿元,较去年同期减少34.32%,截至期末,负债总计222.34亿元。据了解,乐视目前的主要业务分为硬件和内容两方面,硬件方面由电视、手机和智能产品构成,内容方面则由乐视视频和华影时光会员服务构成。硬件业务主要由乐视智能生态运营,运营主体为乐融致新,内容业务则属于乐视网。乐融致新和乐视网是两家独立的公司。乐融致新现任CEO为张巍,乐视网的董事长为刘延峰。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398540050,"gmtCreate":1606922471570,"gmtModify":1703845453796,"author":{"id":"3564483904405629","authorId":"3564483904405629","name":"和旺旺","avatar":"https://static.tigerbbs.com/fb87bd311c1faaf986c49a5493ee1a45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564483904405629","idStr":"3564483904405629"},"themes":[],"htmlText":"<a 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Therapeutics公司签订合作协议,利用诺纳生物专有的HCAb转基因小鼠平台生成全人源重链抗体,用以双特异性抗体及多特异性抗体疗法的开发。 根据协议,诺纳生物将向Dragonfly Therapeutics提供HCAb技术使用权,并根据Dragonfly Therapeutics的需求针对指定靶点生成抗体产品。 诺纳生物是一家致力于为合作伙伴提供涵盖靶点验证和多元化形态药物分子从发现至临床前研发等“I to ITM(Idea to IND)”完整服务的国际化创新生物技术公司。 基于其全人源抗体转基因小鼠平台Harbour Mice,诺纳生物可提供涵盖抗原制备、动物免疫、单B细胞筛选、抗体开发与工程、成药性评估和药理评估的一站式抗体发现解决方案。Harbour Mice可生成经典抗体(H2L2)和仅重链(HCAb)形式的全人源单克隆抗体,与单B细胞克隆筛选平台相互协作从而优化抗体发现效率。 临床阶段生物制药公司Dragonfly Therapeutics主要基于其创新的双抗技术以发现、研发及商业化创新疗法,利用人体自身免疫系统为患者带来突破性治疗。Dragonfly Therapeutics拥有一条基于其专有平台开发的自研临床前候选药物管线,并与Merck、AbbVie、Gilead及BMS展开合作。 HCAb专利技术能够开发新一代的全人源重链抗体,由于不含轻链的这一特点,这一技术平台能够开发出传统抗体平台难以实现的产品。另外,此平台还可以开发多种新型治疗性抗体形态,包括单域抗体、双特异性和多特异性抗体、抗体药物偶联物、CAR-T或其他VH单域衍生产品。 11月11日","text":"\"诺纳生物可提供差异化抗体临床前研发一站式解决方案。\" 本文为IPO早知道原创 作者|C叔 据IPO早知道消息,11月21日,和铂医药(2142.HK)发布公告称,其全资子公司诺纳生物与Dragonfly Therapeutics公司签订合作协议,利用诺纳生物专有的HCAb转基因小鼠平台生成全人源重链抗体,用以双特异性抗体及多特异性抗体疗法的开发。 根据协议,诺纳生物将向Dragonfly Therapeutics提供HCAb技术使用权,并根据Dragonfly Therapeutics的需求针对指定靶点生成抗体产品。 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","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662445639","repostId":"2278752154","repostType":2,"repost":{"id":"2278752154","kind":"news","pubTimestamp":1666685910,"share":"https://www.laohu8.com/m/news/2278752154?lang=&edition=full","pubTime":"2022-10-25 16:18","market":"hk","language":"zh","title":"华住集团与蔚来签署合作协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2278752154","media":"中国金融信息网","summary":"转自:新华财经新华财经北京10月25日电 华住集团与蔚来25日正式签署战略合作协议,双方将围绕充换电网络布局开展合作。据悉,目前,华住集团及其合资公司永乐华住与蔚来已合作建成14座充电站,覆盖旗下多个高端酒店品牌,包括诺富特、美居、宋品、施柏阁、花间堂、永乐半山等品牌,为酒店客人的绿色出行带来保障,鼓励客人在探索城市周边的同时,积极传递环保理念,践行“低碳微度假”。","content":"<html><body><p>转自:新华财经</p><p>新华财经北京10月25日电(记者李唐宁) <a href=\"https://laohu8.com/S/HTHT\">华住</a>集团与<a href=\"https://laohu8.com/S/NIO\">蔚来</a><font>25日</font>正式签署战略合作协议,双方将围绕充换电网络布局开展合作。</p><p>据悉,目前,华住集团及其合资公司永乐华住与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>已合作建成14座充电站,覆盖旗下多个高端酒店品牌,包括诺富特、美居、宋品、施柏阁、花间堂、永乐半山等品牌,为酒店客人的绿色出行带来保障,鼓励客人在探索城市周边的同时,积极传递环保理念,践行“低碳微度假”。</p><p>华住集团执行副总裁兼全球高端品牌事业部首席执行官夏农、蔚来能源运营副总裁吴鹏等出席了本次仪式。未来双方将借助各自资源优势,积极开展多维度的业务合作,为用户提供更便捷的加电体验,共同助力新能源汽车产业发展,推动能源电力消费侧“<font>双碳</font>”目标实现。</p><p>编辑:罗浩</p></body></html>","source":"sina_symbol","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>华住集团与蔚来签署合作协议</title>\n<style 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-10-25/doc-imqmmthc2062427.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4142":"酒店、度假村与豪华游轮","BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4563":"昨日强势股","LU0052750758.USD":"富兰克林中国基金A Acc","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","09866":"蔚来-SW","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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