新加坡小飞侠的个人主页 - 老虎社区

新加坡小飞侠

新加坡小飞侠

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新加坡小飞侠

2021-09-17

$五粮液(000858)$本来想卖掉的，结果系统出故障一直卖不掉，结果就掉头上涨，被动赚钱头一回

新加坡小飞侠

2021-09-17

热烈祝贺

神舟十二号载人飞船返回舱顺利着陆

新加坡小飞侠

2021-09-16

**庄稼

小米集团：日内回购435万股股票，耗资约9809万港元

新加坡小飞侠

2021-09-08

公司回购了，至少表明对自己公司有信心，人家才是长线玩家

小米集团：今日耗资约1.927亿港元，回购790.5万股

新加坡小飞侠

2021-08-30

现在市盈率不错

抱歉，原内容已删除

新加坡小飞侠

2021-08-26

哈哈哈哈，谁踏🐎砸盘，给劳资站出来

小米集团斥1.98亿港元回购815万股

新加坡小飞侠

2021-08-23

哈哈哈哈，看到这么多人看空，是时候买入了

阿里被近70%外资机构“看多”，抄底机会来了？

新加坡小飞侠

2021-08-22

下周嗨起来

新加坡小飞侠

2021-08-19

高盛反着买，别墅靠大海

高盛Q2持仓：买入587万股阿里，减持标普500ETF

新加坡小飞侠

2021-08-18

两倍做多A50

新加坡小飞侠

2021-08-17

最近可以搞这个

新加坡小飞侠

2021-03-10

加油加油

抱歉，原内容已删除

新加坡小飞侠

2021-03-10

做空赚了一丢丢

抱歉，原内容已删除

去老虎APP查看更多动态

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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神舟十二号载人飞船返回舱顺利着陆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 13:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.xinhuanet.com/2021-09/17/c_1127872920.htm><strong>新华社 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月17日，神舟十二号载人飞船返回舱反推火箭成功点火后，平安降落在东风着陆场预定区域。这是神舟载人飞船首次在东风着陆场着陆。（新华社）\n相关阅读：\n据中国载人航天工程办公室消息，北京时间2021年9月17日13时34分，神舟十二号载人飞船返回舱在东风着陆场成功着陆，执行飞行任务的航天员聂海胜、刘伯明、汤洪波安全顺利出舱，身体状态良好，空间站阶段首次载人飞行任务取得圆满成功。此次是东风着陆场首次执行...</p>\n\n<a href=\"http://www.xinhuanet.com/2021-09/17/c_1127872920.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0db2a14e1b06b420c7f5b3bd8e07a7b","relate_stocks":{},"source_url":"http://www.xinhuanet.com/2021-09/17/c_1127872920.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141951667","content_text":"9月17日，神舟十二号载人飞船返回舱反推火箭成功点火后，平安降落在东风着陆场预定区域。这是神舟载人飞船首次在东风着陆场着陆。（新华社）\n相关阅读：\n据中国载人航天工程办公室消息，北京时间2021年9月17日13时34分，神舟十二号载人飞船返回舱在东风着陆场成功着陆，执行飞行任务的航天员聂海胜、刘伯明、汤洪波安全顺利出舱，身体状态良好，空间站阶段首次载人飞行任务取得圆满成功。此次是东风着陆场首次执行载人飞船搜索回收任务。\n神舟十二号载人飞船于6月17日从酒泉卫星发射中心发射升空，随后与天和核心舱对接形成组合体，3名航天员进驻核心舱，进行了为期3个月的驻留，在轨飞行期间进行了2次航天员出舱活动，开展了一系列空间科学实验和技术试验，在轨验证了航天员长期驻留、再生生保、空间物资补给、出舱活动、舱外操作、在轨维修等空间站建造和运营关键技术。神舟十二号载人飞行任务的圆满成功，为后续空间站建造运营奠定了更加坚实的基础。\n全程实录：\n14时15分更新\n神舟十二号三名航天员安全顺利出舱。\n\n\n14时06分更新\n地面搜救回收分队抵达落点。\n\n13时52分更新\n神舟十二号载人飞行任务取得圆满成功。\n\n13时45分更新\n神舟十二号三名航天员状态良好。\n播放视频画中画\n\n13时43分更新\n返回舱舱门打开。\n\n\n13时42分更新\n建立工作区，多单位协同进行处置。\n\n13时40分更新\n搜救人员正在进行现场处置。\n\n13时34分更新\n神舟十二号返回舱顺利着陆。\n\n\n\n13时26分更新\n神舟十二号航天员报告感觉良好。\n\n\n13时24分更新\n返回舱乘伞降落，距离地面6公里左右，返回舱抛防热大底。\n\n\n13时22分更新\n返回舱主降落伞打开。\n\n13时20分更新\n伞舱盖打开，先后拉出引导伞、减速伞、主伞。\n\n13时17分更新\n返回舱出“黑障区”。\n\n13时15分更新\n返回舱进入“黑障区”，地面光学设备捕获返回舱图像。\n播放视频画中画\n\n\n13时10分更新\n空中搜救回收分队到达预定区域。\n\n\n13时08分更新\n推进舱与返回舱已分离。\n\n13时06分更新\n轨返分离已完成，即将进行推返分离。\n\n12时59分更新\n神舟十二号返回舱进入惯性滑行阶段。\n\n12时52分更新\n神舟十二号返回舱着陆前进行四次落点预报。\n\n12时47分更新\n神舟十二号返回舱返回制动结束。\n12时45分更新\n神舟十二号返回舱返回制动开机。\n12时44分更新\n神舟十二号返回舱第二次调姿到位。\n\n12时43分更新\n神舟十二号返回舱第一次调姿到位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885294163,"gmtCreate":1631795440952,"gmtModify":1632806168450,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"**庄稼","listText":"**庄稼","text":"**庄稼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885294163","repostId":"1118350076","repostType":4,"repost":{"id":"1118350076","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":1631793812,"share":"https://www.laohu8.com/m/news/1118350076?lang=&edition=full","pubTime":"2021-09-16 20:03","market":"hk","language":"zh","title":"小米集团：日内回购435万股股票，耗资约9809万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1118350076","media":"老虎资讯综合","summary":"9月16日，小米集团：今日以22.4港元-22.5港元/股的价格回购435万股公司股票，共耗资约9809万港元。","content":"<p>9月16日，小米集团：今日以22.4港元-22.5港元/股的价格回购435万股公司股票，共耗资约9809万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/ae66de2f5f5f0d6b26dbe3e2c3d87782\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>小米集团：日内回购435万股股票，耗资约9809万港元</title>\n<style 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20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月16日，小米集团：今日以22.4港元-22.5港元/股的价格回购435万股公司股票，共耗资约9809万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/ae66de2f5f5f0d6b26dbe3e2c3d87782\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" 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19:15","market":"hk","language":"zh","title":"小米集团：今日耗资约1.927亿港元，回购790.5万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1149228561","media":"老虎资讯综合","summary":"9月8日，小米集团：今日回购790.5万股公司股票，耗资约1.927亿港元。","content":"<p>9月8日，小米集团：今日回购790.5万股公司股票，耗资约1.927亿港元。<img src=\"https://static.tigerbbs.com/35dfb28259f71fa393567945b4661194\" tg-width=\"1594\" tg-height=\"502\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e82ea669d20f6ccd41a44c0952e42870\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>小米集团：今日耗资约1.927亿港元，回购790.5万股</title>\n<style 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src=\"https://static.tigerbbs.com/35dfb28259f71fa393567945b4661194\" tg-width=\"1594\" tg-height=\"502\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e82ea669d20f6ccd41a44c0952e42870\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149228561","content_text":"9月8日，小米集团：今日回购790.5万股公司股票，耗资约1.927亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811917134,"gmtCreate":1630283570328,"gmtModify":1704957724318,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"现在市盈率不错","listText":"现在市盈率不错","text":"现在市盈率不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811917134","repostId":"1162827611","repostType":4,"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810256259,"gmtCreate":1629983248971,"gmtModify":1633681031473,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"哈哈哈哈，谁踏🐎砸盘，给劳资站出来","listText":"哈哈哈哈，谁踏🐎砸盘，给劳资站出来","text":"哈哈哈哈，谁踏🐎砸盘，给劳资站出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810256259","repostId":"1146705142","repostType":4,"repost":{"id":"1146705142","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":1629976514,"share":"https://www.laohu8.com/m/news/1146705142?lang=&edition=full","pubTime":"2021-08-26 19:15","market":"other","language":"zh","title":"小米集团斥1.98亿港元回购815万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1146705142","media":"老虎资讯综合","summary":"8月26日，小米集团-W公布，于8月26日透过联交所回购815万股，每股价格介乎24.2-24.45港元，涉资1.98亿港元。今年以来公司共回购2,340万股，占已发行股本约0.0933%。\n\n昨日，","content":"<p>8月26日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>公布，于8月26日透过联交所回购815万股，每股价格介乎24.2-24.45港元，涉资1.98亿港元。今年以来公司共回购2,340万股，占已发行股本约0.0933%。</p>\n<p><img src=\"https://static.tigerbbs.com/92152b3de468ae589d38a2fc4d5ab1a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>昨日，小米发布了2021年Q2财报。延续了上季度的开门红，该季度小米营收持续狂奔，达到了878亿元，超过了市场预期的850亿元，同比增长64.0%。</p>\n<p>经调整净利润为63亿元，同样超过了预期，同比增长 87.4%，和上一季度相比基本持平。粗略的来看，可以理解为，小米在第一季度和第二季度，每个季度基本上赚到了过去要用半年才能赚到的钱。</p>\n<p>本季度的878亿元营收是这么构成的：卖手机收入590亿，IoT与生活消费产品营收207亿，互联网收入70亿元。</p>\n<p>手机的业务贡献了最大的拉动作用，同比增长了86.8%，单季度的出货量也是过去几年以来，第一次超过五千万台。另外两项业务也没有拉后腿，增长放缓多时的互联网收入表现不错，达到了上市以来单季度数据最高。</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>小米集团斥1.98亿港元回购815万股</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; 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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小米集团斥1.98亿港元回购815万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-26 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月26日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>公布，于8月26日透过联交所回购815万股，每股价格介乎24.2-24.45港元，涉资1.98亿港元。今年以来公司共回购2,340万股，占已发行股本约0.0933%。</p>\n<p><img src=\"https://static.tigerbbs.com/92152b3de468ae589d38a2fc4d5ab1a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>昨日，小米发布了2021年Q2财报。延续了上季度的开门红，该季度小米营收持续狂奔，达到了878亿元，超过了市场预期的850亿元，同比增长64.0%。</p>\n<p>经调整净利润为63亿元，同样超过了预期，同比增长 87.4%，和上一季度相比基本持平。粗略的来看，可以理解为，小米在第一季度和第二季度，每个季度基本上赚到了过去要用半年才能赚到的钱。</p>\n<p>本季度的878亿元营收是这么构成的：卖手机收入590亿，IoT与生活消费产品营收207亿，互联网收入70亿元。</p>\n<p>手机的业务贡献了最大的拉动作用，同比增长了86.8%，单季度的出货量也是过去几年以来，第一次超过五千万台。另外两项业务也没有拉后腿，增长放缓多时的互联网收入表现不错，达到了上市以来单季度数据最高。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146705142","content_text":"8月26日，小米集团-W公布，于8月26日透过联交所回购815万股，每股价格介乎24.2-24.45港元，涉资1.98亿港元。今年以来公司共回购2,340万股，占已发行股本约0.0933%。\n\n昨日，小米发布了2021年Q2财报。延续了上季度的开门红，该季度小米营收持续狂奔，达到了878亿元，超过了市场预期的850亿元，同比增长64.0%。\n经调整净利润为63亿元，同样超过了预期，同比增长 87.4%，和上一季度相比基本持平。粗略的来看，可以理解为，小米在第一季度和第二季度，每个季度基本上赚到了过去要用半年才能赚到的钱。\n本季度的878亿元营收是这么构成的：卖手机收入590亿，IoT与生活消费产品营收207亿，互联网收入70亿元。\n手机的业务贡献了最大的拉动作用，同比增长了86.8%，单季度的出货量也是过去几年以来，第一次超过五千万台。另外两项业务也没有拉后腿，增长放缓多时的互联网收入表现不错，达到了上市以来单季度数据最高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835832453,"gmtCreate":1629701979172,"gmtModify":1629701979172,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"哈哈哈哈，看到这么多人看空，是时候买入了","listText":"哈哈哈哈，看到这么多人看空，是时候买入了","text":"哈哈哈哈，看到这么多人看空，是时候买入了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835832453","repostId":"2161474406","repostType":4,"repost":{"id":"2161474406","pubTimestamp":1629684482,"share":"https://www.laohu8.com/m/news/2161474406?lang=&edition=full","pubTime":"2021-08-23 10:08","market":"us","language":"zh","title":"阿里被近70%外资机构“看多”，抄底机会来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2161474406","media":"证券市场红周刊","summary":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构","content":"<p>受监管阴影等因素影响的互联网电商巨头——<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。</p>\n<p><b>二季度外资机构近7成“看多”阿里</b></p>\n<p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>、施罗德、摩根等机构增持</b></p>\n<p>截至美东时间8月19日收盘（下同），美股机构披露的持仓数据显示，二季度，机构对阿里的调仓整体偏“乐观”。</p>\n<p>如13F最新披露数据显示，截至二季度末，共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。进一步来看，在二季度1757家持仓阿里机构中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。</p>\n<p>受股价重挫影响，二季度末，机构持仓阿里的总市值为1495亿美元，该持仓市值水平已经降至近五个季度最低水平。此外，机构的持仓占比也在不断下降，最新的持股比例为24.34%。</p>\n<p>纵向对比来看，截至2020-6-30，机构持仓阿里占比为44.11%，持仓市值为2552亿美元；截至2020-09-30，机构持仓阿里占比和市值分别为40.73%与3212亿美元；截至2020-12-31，持股占比和市值分别为36.19%与2283亿美元；截至2021-3-30则分别为32.55%与2000亿美元。</p>\n<p>图1 机构近五个季度持仓阿里</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164254152v1546m6vw5iwjn6\" tg-width=\"960\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>从增持名单来看，高盛（GOLDMAN SACHS GROUP INC）目前持仓阿里市值最高，达69亿美元，二季度，高盛增仓阿里23.86%，目前，为高盛二季度第五大重仓股。（注：高盛二季度总持仓市值为4463亿美元）</p>\n<p>值得一提的是，高盛对阿里的增持并非短期动作，而是“长情行为”。据Wind数据显示，曾在2014年3季度，高盛即建仓阿里，当时持仓仅23,032.2万美元，截至今年2季度末，已连续持仓达25个季度，且在其间不断增仓。</p>\n<p>图2 高盛持仓阿里巴巴</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164304962v1549gnmmmnlcik\" tg-width=\"794\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>另外，二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP（施罗德投资管理集团）、MORGAN STANLEY（<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>）、PRIMECAP管理公司等。</p>\n<p>表1 二季度主要增仓阿里机构（部分）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164305849v154jrxrz96v7ym\" tg-width=\"588\" tg-height=\"884\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>与之相对，二季度，共有561家机构对阿里进行了减仓。统计显示，减仓幅度＜20%的公司332家，减仓幅度在20%~50%的公司有136家。减仓幅度＞50%的机构有93家，其中有39家机构减仓超过80%，如BLACKROCK INC.（<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>）减仓达88.28 %，持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外，STATE STREET CORP（美国<a href=\"https://laohu8.com/S/STT\">道富银行</a>）减仓幅度同样高达86.23 %；</p>\n<p>表2 二季度主要减仓阿里机构（部分）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164312662v154fvtq2a3wmt8\" tg-width=\"633\" tg-height=\"835\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p><b>股价“腰斩”市值缩水超4000亿美元</b></p>\n<p>“监管”充分反映估值已具“吸引力</p>\n<p>截至美东时间8月19日收盘，阿里巴巴(BABA.US)当日重挫6.85%，刷新年内新低，今年以来，阿里累计跌幅已经达到了31%。而自去年10月27日高点至今，累计跌幅已近50%，几近“腰斩”。</p>\n<p>图3 阿里股价表现</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164323739v154cu4vh1o2d6g\" tg-width=\"1080\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>伴随股价下跌，阿里市值大幅缩水。目前来看，阿里最新市值为约4364亿美元，相较于年初6243亿美元缩水1879亿美元，相较于去年10月27日高点8507亿美元市值缩水4143亿美元。</p>\n<p>图4 阿里市值变化（亿美元）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164325203v154avjz8v2h2jh\" tg-width=\"803\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>进一步来看，阿里估值水平也出现进一步下降。今年以来，阿里估值多保持在20倍~30倍之间，最新估值仅在20倍左右。</p>\n<p>图5 阿里估值水平变化</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164331028v15445zmhdffl5o\" tg-width=\"814\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p><b>阿里长线投资价值逐步凸显</b></p>\n<p><b>但不建议贸然“抄底”</b></p>\n<p>与二季度多数投资机构对阿里持有“积极态度”相通，券商也同样给予阿里“乐观预判”。</p>\n<p>如<a href=\"https://laohu8.com/S/600030\">中信证券</a>，据其8月上旬发布的研究报告指出，阿里巴巴发布FY2022Q1业绩，核心商业稳健增长，其认为，股价经过持续调整，已反映公司新业务投入对业绩增长影响的悲观预期，及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进，公司的技术和服务能力呈现明显提升态势，公司依然具有较好的相对竞争优势，维持对公司中长期发展的乐观判断。</p>\n<p><a href=\"https://laohu8.com/S/600999\">招商证券</a>(香港) 认为，由于监管机构禁止通过价格倾销来促销，竞争环境变得更加公平，而阿里的优势如充足的现金储备，以及强大的供应链能力（如<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>在生鲜、快消品类的供给）则更能被凸显。此外，阿里承诺将着眼于长期价值，并将加大在供应链、履约能力和基础设施上的投入。</p>\n<p>有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示，阿里的估值创新低，“但不会贸然抄底...”。</p>\n<p>而从《红周刊》采访的多位投资人反馈来看，对于阿里的长期投资价值 ，“看多”的占绝大多数，但短期而言，风险偏好降低带来的波动或仍将持续。</p>\n<p>这也可能就会导致，虽然投资需要“做时间的朋友”是个人尽皆知的良言，但实操中真正能做到的可能仍是少数。</p>","source":"tencent","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>阿里被近70%外资机构“看多”，抄底机会来了？</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阿里被近70%外资机构“看多”，抄底机会来了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 10:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2161474406","content_text":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、摩根等机构增持\n截至美东时间8月19日收盘（下同），美股机构披露的持仓数据显示，二季度，机构对阿里的调仓整体偏“乐观”。\n如13F最新披露数据显示，截至二季度末，共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。进一步来看，在二季度1757家持仓阿里机构中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。\n受股价重挫影响，二季度末，机构持仓阿里的总市值为1495亿美元，该持仓市值水平已经降至近五个季度最低水平。此外，机构的持仓占比也在不断下降，最新的持股比例为24.34%。\n纵向对比来看，截至2020-6-30，机构持仓阿里占比为44.11%，持仓市值为2552亿美元；截至2020-09-30，机构持仓阿里占比和市值分别为40.73%与3212亿美元；截至2020-12-31，持股占比和市值分别为36.19%与2283亿美元；截至2021-3-30则分别为32.55%与2000亿美元。\n图1 机构近五个季度持仓阿里\n\n数据来源：Wind\n从增持名单来看，高盛（GOLDMAN SACHS GROUP INC）目前持仓阿里市值最高，达69亿美元，二季度，高盛增仓阿里23.86%，目前，为高盛二季度第五大重仓股。（注：高盛二季度总持仓市值为4463亿美元）\n值得一提的是，高盛对阿里的增持并非短期动作，而是“长情行为”。据Wind数据显示，曾在2014年3季度，高盛即建仓阿里，当时持仓仅23,032.2万美元，截至今年2季度末，已连续持仓达25个季度，且在其间不断增仓。\n图2 高盛持仓阿里巴巴\n\n数据来源：Wind\n另外，二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP（施罗德投资管理集团）、MORGAN STANLEY（摩根士丹利）、PRIMECAP管理公司等。\n表1 二季度主要增仓阿里机构（部分）\n\n数据来源：Wind\n与之相对，二季度，共有561家机构对阿里进行了减仓。统计显示，减仓幅度＜20%的公司332家，减仓幅度在20%~50%的公司有136家。减仓幅度＞50%的机构有93家，其中有39家机构减仓超过80%，如BLACKROCK INC.（贝莱德）减仓达88.28 %，持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外，STATE STREET CORP（美国道富银行）减仓幅度同样高达86.23 %；\n表2 二季度主要减仓阿里机构（部分）\n\n数据来源：Wind\n股价“腰斩”市值缩水超4000亿美元\n“监管”充分反映估值已具“吸引力\n截至美东时间8月19日收盘，阿里巴巴(BABA.US)当日重挫6.85%，刷新年内新低，今年以来，阿里累计跌幅已经达到了31%。而自去年10月27日高点至今，累计跌幅已近50%，几近“腰斩”。\n图3 阿里股价表现\n\n数据来源：Wind\n伴随股价下跌，阿里市值大幅缩水。目前来看，阿里最新市值为约4364亿美元，相较于年初6243亿美元缩水1879亿美元，相较于去年10月27日高点8507亿美元市值缩水4143亿美元。\n图4 阿里市值变化（亿美元）\n\n数据来源：Wind\n进一步来看，阿里估值水平也出现进一步下降。今年以来，阿里估值多保持在20倍~30倍之间，最新估值仅在20倍左右。\n图5 阿里估值水平变化\n\n数据来源：Wind\n阿里长线投资价值逐步凸显\n但不建议贸然“抄底”\n与二季度多数投资机构对阿里持有“积极态度”相通，券商也同样给予阿里“乐观预判”。\n如中信证券，据其8月上旬发布的研究报告指出，阿里巴巴发布FY2022Q1业绩，核心商业稳健增长，其认为，股价经过持续调整，已反映公司新业务投入对业绩增长影响的悲观预期，及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进，公司的技术和服务能力呈现明显提升态势，公司依然具有较好的相对竞争优势，维持对公司中长期发展的乐观判断。\n招商证券(香港) 认为，由于监管机构禁止通过价格倾销来促销，竞争环境变得更加公平，而阿里的优势如充足的现金储备，以及强大的供应链能力（如高鑫零售在生鲜、快消品类的供给）则更能被凸显。此外，阿里承诺将着眼于长期价值，并将加大在供应链、履约能力和基础设施上的投入。\n有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示，阿里的估值创新低，“但不会贸然抄底...”。\n而从《红周刊》采访的多位投资人反馈来看，对于阿里的长期投资价值 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10:11","market":"us","language":"zh","title":"高盛Q2持仓：买入587万股阿里，减持标普500ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1142153860","media":"智通财经网","summary":"高盛二季度持仓总市值达4463.9亿美元，环比增长12.6%。","content":"<p>作者：许然</p>\n<p>周五，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/GS\">高盛</a>递交了截止至2021年6月30日的二季度持仓报告(13F)。</p>\n<p>据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d5cec0fc3d9f436677caf598225f9ae\" tg-width=\"1889\" tg-height=\"1106\" referrerpolicy=\"no-referrer\"></p>\n<p>该行在二季度大举买入587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，并成为第五大持仓股，另外<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等科技股也获较大幅度增持。</p>\n<p>减持方面，本季度高盛大幅减持了<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>、纳斯达克100ETF(QQQ.US)等ETF以及<a href=\"https://laohu8.com/S/V\">Visa</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等金融股，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等部分科技股也遭不同程度减持。</p>\n<p>截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕<a href=\"https://laohu8.com/S/R2US.UK\">罗素2000ETF</a>(IWM.US)及阿里巴巴。</p>\n<p><img src=\"https://static.tigerbbs.com/dd36355c8185a18b6a319e744e58ab34\" tg-width=\"1484\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>","source":"live_zhitongcaijing","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>高盛Q2持仓：买入587万股阿里，减持标普500ETF</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高盛Q2持仓：买入587万股阿里，减持标普500ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/535250.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/535250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛"},"source_url":"https://www.zhitongcaijing.com/content/detail/535250.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142153860","content_text":"作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在二季度大举买入587万股阿里巴巴，并成为第五大持仓股，另外苹果、Facebook及特斯拉等科技股也获较大幅度增持。\n减持方面，本季度高盛大幅减持了标普500ETF、纳斯达克100ETF(QQQ.US)等ETF以及Visa、摩根大通等金融股，亚马逊、谷歌等部分科技股也遭不同程度减持。\n截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕罗素2000ETF(IWM.US)及阿里巴巴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831953043,"gmtCreate":1629281987082,"gmtModify":1631884413508,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"两倍做多A50","listText":"两倍做多A50","text":"两倍做多A50","images":[{"img":"https://static.tigerbbs.com/66a9ab5d3c9465b914d83388e798d92d","width":"1125","height":"3194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831953043","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":833080712,"gmtCreate":1629189293936,"gmtModify":1633686707124,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"最近可以搞这个","listText":"最近可以搞这个","text":"最近可以搞这个","images":[{"img":"https://static.tigerbbs.com/7ad8c5a8c6b6fbe92020d258156b3b2b","width":"1125","height":"3569"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833080712","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323687701,"gmtCreate":1615338428303,"gmtModify":1703487525142,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"加油加油","listText":"加油加油","text":"加油加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/323687701","repostId":"2118289726","repostType":4,"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323687148,"gmtCreate":1615338387584,"gmtModify":1703487524100,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"做空赚了一丢丢","listText":"做空赚了一丢丢","text":"做空赚了一丢丢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323687148","repostId":"1156457663","repostType":4,"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":831748799,"gmtCreate":1629353600511,"gmtModify":1631885284356,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"高盛反着买，别墅靠大海","listText":"高盛反着买，别墅靠大海","text":"高盛反着买，别墅靠大海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831748799","repostId":"1142153860","repostType":2,"isVote":1,"tweetType":1,"viewCount":1686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323687701,"gmtCreate":1615338428303,"gmtModify":1703487525142,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","cr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07:49","market":"sh","language":"zh","title":"昨夜今晨：纳指反弹涨近4%，特斯拉飙升近20％","url":"https://stock-news.laohu8.com/highlight/detail?id=1156457663","media":"老虎资讯综合","summary":"摘要：美国股市债市双双反弹！纳指大涨近4％，美债收益率回落；新能源汽车股集体大涨，特斯拉飙升近20％，蔚来大涨18%；再度疯狂！游戏驿站再涨27%，两周狂飙450%；韩国电商Coupang调高IPO发","content":"<p>摘要：</p><blockquote>美国股市债市双双反弹！纳指大涨近4％，美债收益率回落；</blockquote><blockquote>新能源汽车股集体大涨，特斯拉飙升近20％，蔚来大涨18%；</blockquote><blockquote>再度疯狂！游戏驿站再涨27%，两周狂飙450%；</blockquote><blockquote>韩国电商Coupang调高IPO发行价区间，最多融资40亿美元。</blockquote><p>海外市场</p><p>1、美股全线收涨！纳指涨近4％ 特斯拉涨近20%</p><p>美股周二高开高走全线收涨，其中道指一度创下历史新高，但尾盘急剧跳水，纳指大涨近4%，因美债收益率下滑，美国参议院通过了1.9万亿美元的刺激计划。截至收盘，道指涨30.3点，报31832.74点，涨幅为0.1%；纳指涨464.66点，报13073.82点，涨幅为3.69%；标普500指数涨54.09点，报3875.44点，涨幅为1.42%。</p><p>2、中概股全线收涨：蔚来涨近17.44％ 拼多多涨超12％</p><p>中概股周二收盘集体大涨，其中有256只上涨，39只下跌。知名中概股中阿里巴巴涨4.96%；百度涨11.01%；京东涨4.59%；网易涨7.31%；新浪涨0.54%；拼多多涨12.19%；蔚来涨17.44%；小鹏汽车涨11.33%；理想汽车涨8.20%。</p><p>3、欧股周二全线收高 欧洲斯托克600指数创2020年2月以来新高</p><p>欧股周二收盘走高，投资者持续关注美债收益率和企业财报。泛欧斯托克600指数收盘上涨3.16点，涨幅0.76%，报420.41，创2020年2月以来新高。其中公用事业股上涨2%，零售股上涨2.5%；德国DAX30指数收盘上涨57.03点，涨幅0.40%，报14437.94点。</p><p>4、原油库存料连续第三周攀升 美油二连跌收低1.6％</p><p>纽约商品交易所4月份交割的黄金期货价格大幅上涨38.90美元，报收于每盎司1716.90美元，涨幅为2.3%，此前该合约在周一的交易中收盘下跌1.2%，按主力合约计算创下了自4月3日以来的最低收盘价。</p><p>5、原油库存料连续第三周攀升 美油二连跌收低1.6％</p><p>纽约商品交易所4月份交割的西德克萨斯轻质原油(WTI)期货价格下跌1.04美元，报收于每桶64.01美元，跌幅为1.6%。与此同时，伦敦ICE欧洲期货交易所5月份交割的北海布伦特原油期货价格也下跌72美分，报收于每桶67.52美元，跌幅为1.1%。</p><p>6、比特币攀升至两周高点 Evercore上看75000美元</p><p>纽约时间下午1:02，比特币一度上涨5.7%，随后缩减一些涨幅，交易价格为53,747美元。第二大加密货币以太币上涨3.8%。Evercore ISI策略师Rich Ross在报告中写道，技术指标支持比特币走强，价格上看75,000美元。</p><p>国际宏观</p><p>1、<a href=\"https://laohu8.com/NW/2118642080\" target=\"_blank\">美财政部拍卖580亿美元美债 三年期美债收益率短线下挫</a></p><p>美国财政部拍卖580亿美元三年期国债，得标利率0.355%，投标倍数2.69(前次为2.39)。三年期美债收益率短线下挫1.08个基点，最低触及0.3283%，日内整体波动幅度不足2.00个基点。</p><p>2、市场对美联储上调超额准备金利率与逆回购利率的预期开始降温</p><p>巴克莱、Wrightson ICAP和美国银行策略师此前都预测美联储可能最早需要在本月会议上调升两项关键利率--隔夜逆回购利率和超额准备金利率(IOER)。而现在，他们都对此更加谨慎。</p><p>3、欧洲央行上周提高购债总额 从169亿欧元提高至182亿欧元</p><p>欧洲央行上周加大了紧急购债项下的债券购买规模。截至3月5日当周，欧洲央行通过紧急购债计划购买的债券总额为182亿欧元，超过前周的169亿欧元。【详细】</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2118642236\" target=\"_blank\">美股新能源汽车股集体大涨 特斯拉股价飙升近20％</a></p><p>美国科技股周二在债券收益率下跌后上涨，特斯拉止住五连跌，并创一年多来最大涨幅，截至收盘，特斯拉股价大涨19.64%，股价涨逾110美元，报673.58美元，市值一夜暴增1061.58亿美元，重回6000亿美元上方，达6465亿美元。</p><p>2、<a href=\"https://laohu8.com/NW/1199086177\" target=\"_blank\">百度通过港交所上市聆讯</a></p><p>据港交所文件，百度通过港交所上市聆讯。此前有消息称，高盛和中信为其上市保荐团队，百度计划将出售5%-9%的股本，发行筹资规模至少在35亿美元以上。预计近期百度将开始接受投资者认筹，有望在3月正式完成在港二次上市。</p><p>3、消息称中国电动汽车三巨头寻求今年在港上市 筹资总额50亿美元</p><p>据报道，三位知情人士透露，在美上市的中国电动汽车生产商理想汽车(Li Auto Inc)、蔚来汽车(Nio Inc)和小鹏汽车(Xpeng Inc)计划今年年初在香港上市，此举旨在吸引更多的亚洲投资者。上述知情人士表示，这三家公司各自的目标都是出售至少5%的扩大后的香港股份。根据它们周一在纽约的市值，筹资总额可能在50亿美元左右。</p><p>4、<a href=\"https://laohu8.com/NW/2118640802\" target=\"_blank\">再度疯狂！游戏驿站再涨27%两周狂飙450%</a></p><p>周二，美国参议院对年初游戏驿站(GME)等美股散户抱团股大涨引发的交易混乱召开听证会，主角游戏驿站却再度狂飙，收盘涨近27%，上逼250美元，抹去2月来全部跌幅，自2月23日起两周内大涨近450%。</p><p>5、台积电回应拟在欧洲设厂：不排除任何可能性，但未有赴欧计划</p><p>此前有外媒称台积电除了在美国建设先进制程的的芯片生产厂外，还可能会在欧洲建设芯片生产工厂。此外，还有消息称欧盟将通过 2030 年高端芯片在欧洲达到 20% 在当地生产的计划，并有意向台积电等大厂招商，引发外界关注台积电欧洲布局。</p><p>6、<a href=\"https://laohu8.com/NW/2118444876\" target=\"_blank\">自2019年以来，波音飞机月订购量首次超过订单取消量</a></p><p>波音公司在2月售出了82架飞机，而有51架飞机订单取消，这标志着自2019年11月以来，波音公司的飞机月度销售数量首次超过取消的订单数量。</p><p>7、<a href=\"https://laohu8.com/NW/2118564486\" target=\"_blank\">韩国电商Coupang调高IPO发行价区间，最多融资40亿美元</a></p><p>北京时间3月10日凌晨消息，据报道，韩国电商巨头Coupang今日在提交给美国证券交易委员会（SEC）的文件中宣布，将IPO（首次公开招股）发行价区间上调至每股32美元至34美元之间。</p><p>8、<a href=\"https://laohu8.com/NW/2118289726\" target=\"_blank\">汽车之家：香港二次上市发行价定为每股176.30港元</a></p><p>3月10日早间，<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>港交所公告，国际发售及香港公开发售的最终发售价均厘定为每股发售股份176.3港元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：纳指反弹涨近4%，特斯拉飙升近20％</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昨夜今晨：纳指反弹涨近4%，特斯拉飙升近20％\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-10 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>摘要：</p><blockquote>美国股市债市双双反弹！纳指大涨近4％，美债收益率回落；</blockquote><blockquote>新能源汽车股集体大涨，特斯拉飙升近20％，蔚来大涨18%；</blockquote><blockquote>再度疯狂！游戏驿站再涨27%，两周狂飙450%；</blockquote><blockquote>韩国电商Coupang调高IPO发行价区间，最多融资40亿美元。</blockquote><p>海外市场</p><p>1、美股全线收涨！纳指涨近4％ 特斯拉涨近20%</p><p>美股周二高开高走全线收涨，其中道指一度创下历史新高，但尾盘急剧跳水，纳指大涨近4%，因美债收益率下滑，美国参议院通过了1.9万亿美元的刺激计划。截至收盘，道指涨30.3点，报31832.74点，涨幅为0.1%；纳指涨464.66点，报13073.82点，涨幅为3.69%；标普500指数涨54.09点，报3875.44点，涨幅为1.42%。</p><p>2、中概股全线收涨：蔚来涨近17.44％ 拼多多涨超12％</p><p>中概股周二收盘集体大涨，其中有256只上涨，39只下跌。知名中概股中阿里巴巴涨4.96%；百度涨11.01%；京东涨4.59%；网易涨7.31%；新浪涨0.54%；拼多多涨12.19%；蔚来涨17.44%；小鹏汽车涨11.33%；理想汽车涨8.20%。</p><p>3、欧股周二全线收高 欧洲斯托克600指数创2020年2月以来新高</p><p>欧股周二收盘走高，投资者持续关注美债收益率和企业财报。泛欧斯托克600指数收盘上涨3.16点，涨幅0.76%，报420.41，创2020年2月以来新高。其中公用事业股上涨2%，零售股上涨2.5%；德国DAX30指数收盘上涨57.03点，涨幅0.40%，报14437.94点。</p><p>4、原油库存料连续第三周攀升 美油二连跌收低1.6％</p><p>纽约商品交易所4月份交割的黄金期货价格大幅上涨38.90美元，报收于每盎司1716.90美元，涨幅为2.3%，此前该合约在周一的交易中收盘下跌1.2%，按主力合约计算创下了自4月3日以来的最低收盘价。</p><p>5、原油库存料连续第三周攀升 美油二连跌收低1.6％</p><p>纽约商品交易所4月份交割的西德克萨斯轻质原油(WTI)期货价格下跌1.04美元，报收于每桶64.01美元，跌幅为1.6%。与此同时，伦敦ICE欧洲期货交易所5月份交割的北海布伦特原油期货价格也下跌72美分，报收于每桶67.52美元，跌幅为1.1%。</p><p>6、比特币攀升至两周高点 Evercore上看75000美元</p><p>纽约时间下午1:02，比特币一度上涨5.7%，随后缩减一些涨幅，交易价格为53,747美元。第二大加密货币以太币上涨3.8%。Evercore ISI策略师Rich Ross在报告中写道，技术指标支持比特币走强，价格上看75,000美元。</p><p>国际宏观</p><p>1、<a href=\"https://laohu8.com/NW/2118642080\" target=\"_blank\">美财政部拍卖580亿美元美债 三年期美债收益率短线下挫</a></p><p>美国财政部拍卖580亿美元三年期国债，得标利率0.355%，投标倍数2.69(前次为2.39)。三年期美债收益率短线下挫1.08个基点，最低触及0.3283%，日内整体波动幅度不足2.00个基点。</p><p>2、市场对美联储上调超额准备金利率与逆回购利率的预期开始降温</p><p>巴克莱、Wrightson ICAP和美国银行策略师此前都预测美联储可能最早需要在本月会议上调升两项关键利率--隔夜逆回购利率和超额准备金利率(IOER)。而现在，他们都对此更加谨慎。</p><p>3、欧洲央行上周提高购债总额 从169亿欧元提高至182亿欧元</p><p>欧洲央行上周加大了紧急购债项下的债券购买规模。截至3月5日当周，欧洲央行通过紧急购债计划购买的债券总额为182亿欧元，超过前周的169亿欧元。【详细】</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2118642236\" target=\"_blank\">美股新能源汽车股集体大涨 特斯拉股价飙升近20％</a></p><p>美国科技股周二在债券收益率下跌后上涨，特斯拉止住五连跌，并创一年多来最大涨幅，截至收盘，特斯拉股价大涨19.64%，股价涨逾110美元，报673.58美元，市值一夜暴增1061.58亿美元，重回6000亿美元上方，达6465亿美元。</p><p>2、<a href=\"https://laohu8.com/NW/1199086177\" target=\"_blank\">百度通过港交所上市聆讯</a></p><p>据港交所文件，百度通过港交所上市聆讯。此前有消息称，高盛和中信为其上市保荐团队，百度计划将出售5%-9%的股本，发行筹资规模至少在35亿美元以上。预计近期百度将开始接受投资者认筹，有望在3月正式完成在港二次上市。</p><p>3、消息称中国电动汽车三巨头寻求今年在港上市 筹资总额50亿美元</p><p>据报道，三位知情人士透露，在美上市的中国电动汽车生产商理想汽车(Li Auto Inc)、蔚来汽车(Nio Inc)和小鹏汽车(Xpeng Inc)计划今年年初在香港上市，此举旨在吸引更多的亚洲投资者。上述知情人士表示，这三家公司各自的目标都是出售至少5%的扩大后的香港股份。根据它们周一在纽约的市值，筹资总额可能在50亿美元左右。</p><p>4、<a href=\"https://laohu8.com/NW/2118640802\" target=\"_blank\">再度疯狂！游戏驿站再涨27%两周狂飙450%</a></p><p>周二，美国参议院对年初游戏驿站(GME)等美股散户抱团股大涨引发的交易混乱召开听证会，主角游戏驿站却再度狂飙，收盘涨近27%，上逼250美元，抹去2月来全部跌幅，自2月23日起两周内大涨近450%。</p><p>5、台积电回应拟在欧洲设厂：不排除任何可能性，但未有赴欧计划</p><p>此前有外媒称台积电除了在美国建设先进制程的的芯片生产厂外，还可能会在欧洲建设芯片生产工厂。此外，还有消息称欧盟将通过 2030 年高端芯片在欧洲达到 20% 在当地生产的计划，并有意向台积电等大厂招商，引发外界关注台积电欧洲布局。</p><p>6、<a href=\"https://laohu8.com/NW/2118444876\" target=\"_blank\">自2019年以来，波音飞机月订购量首次超过订单取消量</a></p><p>波音公司在2月售出了82架飞机，而有51架飞机订单取消，这标志着自2019年11月以来，波音公司的飞机月度销售数量首次超过取消的订单数量。</p><p>7、<a href=\"https://laohu8.com/NW/2118564486\" target=\"_blank\">韩国电商Coupang调高IPO发行价区间，最多融资40亿美元</a></p><p>北京时间3月10日凌晨消息，据报道，韩国电商巨头Coupang今日在提交给美国证券交易委员会（SEC）的文件中宣布，将IPO（首次公开招股）发行价区间上调至每股32美元至34美元之间。</p><p>8、<a href=\"https://laohu8.com/NW/2118289726\" target=\"_blank\">汽车之家：香港二次上市发行价定为每股176.30港元</a></p><p>3月10日早间，<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>港交所公告，国际发售及香港公开发售的最终发售价均厘定为每股发售股份176.3港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156457663","content_text":"摘要：美国股市债市双双反弹！纳指大涨近4％，美债收益率回落；新能源汽车股集体大涨，特斯拉飙升近20％，蔚来大涨18%；再度疯狂！游戏驿站再涨27%，两周狂飙450%；韩国电商Coupang调高IPO发行价区间，最多融资40亿美元。海外市场1、美股全线收涨！纳指涨近4％ 特斯拉涨近20%美股周二高开高走全线收涨，其中道指一度创下历史新高，但尾盘急剧跳水，纳指大涨近4%，因美债收益率下滑，美国参议院通过了1.9万亿美元的刺激计划。截至收盘，道指涨30.3点，报31832.74点，涨幅为0.1%；纳指涨464.66点，报13073.82点，涨幅为3.69%；标普500指数涨54.09点，报3875.44点，涨幅为1.42%。2、中概股全线收涨：蔚来涨近17.44％ 拼多多涨超12％中概股周二收盘集体大涨，其中有256只上涨，39只下跌。知名中概股中阿里巴巴涨4.96%；百度涨11.01%；京东涨4.59%；网易涨7.31%；新浪涨0.54%；拼多多涨12.19%；蔚来涨17.44%；小鹏汽车涨11.33%；理想汽车涨8.20%。3、欧股周二全线收高 欧洲斯托克600指数创2020年2月以来新高欧股周二收盘走高，投资者持续关注美债收益率和企业财报。泛欧斯托克600指数收盘上涨3.16点，涨幅0.76%，报420.41，创2020年2月以来新高。其中公用事业股上涨2%，零售股上涨2.5%；德国DAX30指数收盘上涨57.03点，涨幅0.40%，报14437.94点。4、原油库存料连续第三周攀升 美油二连跌收低1.6％纽约商品交易所4月份交割的黄金期货价格大幅上涨38.90美元，报收于每盎司1716.90美元，涨幅为2.3%，此前该合约在周一的交易中收盘下跌1.2%，按主力合约计算创下了自4月3日以来的最低收盘价。5、原油库存料连续第三周攀升 美油二连跌收低1.6％纽约商品交易所4月份交割的西德克萨斯轻质原油(WTI)期货价格下跌1.04美元，报收于每桶64.01美元，跌幅为1.6%。与此同时，伦敦ICE欧洲期货交易所5月份交割的北海布伦特原油期货价格也下跌72美分，报收于每桶67.52美元，跌幅为1.1%。6、比特币攀升至两周高点 Evercore上看75000美元纽约时间下午1:02，比特币一度上涨5.7%，随后缩减一些涨幅，交易价格为53,747美元。第二大加密货币以太币上涨3.8%。Evercore ISI策略师Rich Ross在报告中写道，技术指标支持比特币走强，价格上看75,000美元。国际宏观1、美财政部拍卖580亿美元美债 三年期美债收益率短线下挫美国财政部拍卖580亿美元三年期国债，得标利率0.355%，投标倍数2.69(前次为2.39)。三年期美债收益率短线下挫1.08个基点，最低触及0.3283%，日内整体波动幅度不足2.00个基点。2、市场对美联储上调超额准备金利率与逆回购利率的预期开始降温巴克莱、Wrightson ICAP和美国银行策略师此前都预测美联储可能最早需要在本月会议上调升两项关键利率--隔夜逆回购利率和超额准备金利率(IOER)。而现在，他们都对此更加谨慎。3、欧洲央行上周提高购债总额 从169亿欧元提高至182亿欧元欧洲央行上周加大了紧急购债项下的债券购买规模。截至3月5日当周，欧洲央行通过紧急购债计划购买的债券总额为182亿欧元，超过前周的169亿欧元。【详细】公司新闻1、美股新能源汽车股集体大涨 特斯拉股价飙升近20％美国科技股周二在债券收益率下跌后上涨，特斯拉止住五连跌，并创一年多来最大涨幅，截至收盘，特斯拉股价大涨19.64%，股价涨逾110美元，报673.58美元，市值一夜暴增1061.58亿美元，重回6000亿美元上方，达6465亿美元。2、百度通过港交所上市聆讯据港交所文件，百度通过港交所上市聆讯。此前有消息称，高盛和中信为其上市保荐团队，百度计划将出售5%-9%的股本，发行筹资规模至少在35亿美元以上。预计近期百度将开始接受投资者认筹，有望在3月正式完成在港二次上市。3、消息称中国电动汽车三巨头寻求今年在港上市 筹资总额50亿美元据报道，三位知情人士透露，在美上市的中国电动汽车生产商理想汽车(Li Auto Inc)、蔚来汽车(Nio Inc)和小鹏汽车(Xpeng Inc)计划今年年初在香港上市，此举旨在吸引更多的亚洲投资者。上述知情人士表示，这三家公司各自的目标都是出售至少5%的扩大后的香港股份。根据它们周一在纽约的市值，筹资总额可能在50亿美元左右。4、再度疯狂！游戏驿站再涨27%两周狂飙450%周二，美国参议院对年初游戏驿站(GME)等美股散户抱团股大涨引发的交易混乱召开听证会，主角游戏驿站却再度狂飙，收盘涨近27%，上逼250美元，抹去2月来全部跌幅，自2月23日起两周内大涨近450%。5、台积电回应拟在欧洲设厂：不排除任何可能性，但未有赴欧计划此前有外媒称台积电除了在美国建设先进制程的的芯片生产厂外，还可能会在欧洲建设芯片生产工厂。此外，还有消息称欧盟将通过 2030 年高端芯片在欧洲达到 20% 在当地生产的计划，并有意向台积电等大厂招商，引发外界关注台积电欧洲布局。6、自2019年以来，波音飞机月订购量首次超过订单取消量波音公司在2月售出了82架飞机，而有51架飞机订单取消，这标志着自2019年11月以来，波音公司的飞机月度销售数量首次超过取消的订单数量。7、韩国电商Coupang调高IPO发行价区间，最多融资40亿美元北京时间3月10日凌晨消息，据报道，韩国电商巨头Coupang今日在提交给美国证券交易委员会（SEC）的文件中宣布，将IPO（首次公开招股）发行价区间上调至每股32美元至34美元之间。8、汽车之家：香港二次上市发行价定为每股176.30港元3月10日早间，汽车之家港交所公告，国际发售及香港公开发售的最终发售价均厘定为每股发售股份176.3港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889936350,"gmtCreate":1631101211170,"gmtModify":1632884647180,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"公司回购了，至少表明对自己公司有信心，人家才是长线玩家","listText":"公司回购了，至少表明对自己公司有信心，人家才是长线玩家","text":"公司回购了，至少表明对自己公司有信心，人家才是长线玩家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889936350","repostId":"1149228561","repostType":4,"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884810931,"gmtCreate":1631877364223,"gmtModify":1632805648954,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"<a 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18:44","market":"hk","language":"zh","title":"中芯国际：上半年净利润52.41亿元，同比增长278.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162827611","media":"老虎资讯综合","summary":"8月27日，中芯国际公告，公司2021年半年度实现营业收入为160.9亿元，同比增长22.30%；归母净利润52.41亿元，同比增长278.10%。\n报告期内，公司销售晶圆的数量由上年同期的2.8百万","content":"<p>8月27日，中芯国际公告，公司2021年半年度实现营业收入为160.9亿元，同比增长22.30%；归母净利润52.41亿元，同比增长278.10%。</p>\n<p>报告期内，公司销售晶圆的数量由上年同期的2.8百万片约当8英寸晶圆增加16.2%至本期内的3.3百万片约当8英寸晶圆。平均售价由上年同期4,143元增加至本期的4,390元。</p>\n<p><img src=\"https://static.tigerbbs.com/0acd26440b4d1d8b8503b6b120265c7b\" tg-width=\"975\" tg-height=\"819\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n<p></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\" 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18:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月27日，中芯国际公告，公司2021年半年度实现营业收入为160.9亿元，同比增长22.30%；归母净利润52.41亿元，同比增长278.10%。</p>\n<p>报告期内，公司销售晶圆的数量由上年同期的2.8百万片约当8英寸晶圆增加16.2%至本期内的3.3百万片约当8英寸晶圆。平均售价由上年同期4,143元增加至本期的4,390元。</p>\n<p><img src=\"https://static.tigerbbs.com/0acd26440b4d1d8b8503b6b120265c7b\" tg-width=\"975\" tg-height=\"819\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ecaf7b843618667282559909e22a1fb","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162827611","content_text":"8月27日，中芯国际公告，公司2021年半年度实现营业收入为160.9亿元，同比增长22.30%；归母净利润52.41亿元，同比增长278.10%。\n报告期内，公司销售晶圆的数量由上年同期的2.8百万片约当8英寸晶圆增加16.2%至本期内的3.3百万片约当8英寸晶圆。平均售价由上年同期4,143元增加至本期的4,390元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810256259,"gmtCreate":1629983248971,"gmtModify":1633681031473,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"哈哈哈哈，谁踏🐎砸盘，给劳资站出来","listText":"哈哈哈哈，谁踏🐎砸盘，给劳资站出来","text":"哈哈哈哈，谁踏🐎砸盘，给劳资站出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810256259","repostId":"1146705142","repostType":4,"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835832453,"gmtCreate":1629701979172,"gmtModify":1629701979172,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"哈哈哈哈，看到这么多人看空，是时候买入了","listText":"哈哈哈哈，看到这么多人看空，是时候买入了","text":"哈哈哈哈，看到这么多人看空，是时候买入了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835832453","repostId":"2161474406","repostType":4,"repost":{"id":"2161474406","pubTimestamp":1629684482,"share":"https://www.laohu8.com/m/news/2161474406?lang=&edition=full","pubTime":"2021-08-23 10:08","market":"us","language":"zh","title":"阿里被近70%外资机构“看多”，抄底机会来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2161474406","media":"证券市场红周刊","summary":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构","content":"<p>受监管阴影等因素影响的互联网电商巨头——<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。</p>\n<p><b>二季度外资机构近7成“看多”阿里</b></p>\n<p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>、施罗德、摩根等机构增持</b></p>\n<p>截至美东时间8月19日收盘（下同），美股机构披露的持仓数据显示，二季度，机构对阿里的调仓整体偏“乐观”。</p>\n<p>如13F最新披露数据显示，截至二季度末，共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。进一步来看，在二季度1757家持仓阿里机构中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。</p>\n<p>受股价重挫影响，二季度末，机构持仓阿里的总市值为1495亿美元，该持仓市值水平已经降至近五个季度最低水平。此外，机构的持仓占比也在不断下降，最新的持股比例为24.34%。</p>\n<p>纵向对比来看，截至2020-6-30，机构持仓阿里占比为44.11%，持仓市值为2552亿美元；截至2020-09-30，机构持仓阿里占比和市值分别为40.73%与3212亿美元；截至2020-12-31，持股占比和市值分别为36.19%与2283亿美元；截至2021-3-30则分别为32.55%与2000亿美元。</p>\n<p>图1 机构近五个季度持仓阿里</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164254152v1546m6vw5iwjn6\" tg-width=\"960\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>从增持名单来看，高盛（GOLDMAN SACHS GROUP INC）目前持仓阿里市值最高，达69亿美元，二季度，高盛增仓阿里23.86%，目前，为高盛二季度第五大重仓股。（注：高盛二季度总持仓市值为4463亿美元）</p>\n<p>值得一提的是，高盛对阿里的增持并非短期动作，而是“长情行为”。据Wind数据显示，曾在2014年3季度，高盛即建仓阿里，当时持仓仅23,032.2万美元，截至今年2季度末，已连续持仓达25个季度，且在其间不断增仓。</p>\n<p>图2 高盛持仓阿里巴巴</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164304962v1549gnmmmnlcik\" tg-width=\"794\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>另外，二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP（施罗德投资管理集团）、MORGAN STANLEY（<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>）、PRIMECAP管理公司等。</p>\n<p>表1 二季度主要增仓阿里机构（部分）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164305849v154jrxrz96v7ym\" tg-width=\"588\" tg-height=\"884\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>与之相对，二季度，共有561家机构对阿里进行了减仓。统计显示，减仓幅度＜20%的公司332家，减仓幅度在20%~50%的公司有136家。减仓幅度＞50%的机构有93家，其中有39家机构减仓超过80%，如BLACKROCK INC.（<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>）减仓达88.28 %，持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外，STATE STREET CORP（美国<a href=\"https://laohu8.com/S/STT\">道富银行</a>）减仓幅度同样高达86.23 %；</p>\n<p>表2 二季度主要减仓阿里机构（部分）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164312662v154fvtq2a3wmt8\" tg-width=\"633\" tg-height=\"835\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p><b>股价“腰斩”市值缩水超4000亿美元</b></p>\n<p>“监管”充分反映估值已具“吸引力</p>\n<p>截至美东时间8月19日收盘，阿里巴巴(BABA.US)当日重挫6.85%，刷新年内新低，今年以来，阿里累计跌幅已经达到了31%。而自去年10月27日高点至今，累计跌幅已近50%，几近“腰斩”。</p>\n<p>图3 阿里股价表现</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164323739v154cu4vh1o2d6g\" tg-width=\"1080\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>伴随股价下跌，阿里市值大幅缩水。目前来看，阿里最新市值为约4364亿美元，相较于年初6243亿美元缩水1879亿美元，相较于去年10月27日高点8507亿美元市值缩水4143亿美元。</p>\n<p>图4 阿里市值变化（亿美元）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164325203v154avjz8v2h2jh\" tg-width=\"803\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>进一步来看，阿里估值水平也出现进一步下降。今年以来，阿里估值多保持在20倍~30倍之间，最新估值仅在20倍左右。</p>\n<p>图5 阿里估值水平变化</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164331028v15445zmhdffl5o\" tg-width=\"814\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p><b>阿里长线投资价值逐步凸显</b></p>\n<p><b>但不建议贸然“抄底”</b></p>\n<p>与二季度多数投资机构对阿里持有“积极态度”相通，券商也同样给予阿里“乐观预判”。</p>\n<p>如<a href=\"https://laohu8.com/S/600030\">中信证券</a>，据其8月上旬发布的研究报告指出，阿里巴巴发布FY2022Q1业绩，核心商业稳健增长，其认为，股价经过持续调整，已反映公司新业务投入对业绩增长影响的悲观预期，及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进，公司的技术和服务能力呈现明显提升态势，公司依然具有较好的相对竞争优势，维持对公司中长期发展的乐观判断。</p>\n<p><a href=\"https://laohu8.com/S/600999\">招商证券</a>(香港) 认为，由于监管机构禁止通过价格倾销来促销，竞争环境变得更加公平，而阿里的优势如充足的现金储备，以及强大的供应链能力（如<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>在生鲜、快消品类的供给）则更能被凸显。此外，阿里承诺将着眼于长期价值，并将加大在供应链、履约能力和基础设施上的投入。</p>\n<p>有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示，阿里的估值创新低，“但不会贸然抄底...”。</p>\n<p>而从《红周刊》采访的多位投资人反馈来看，对于阿里的长期投资价值 ，“看多”的占绝大多数，但短期而言，风险偏好降低带来的波动或仍将持续。</p>\n<p>这也可能就会导致，虽然投资需要“做时间的朋友”是个人尽皆知的良言，但实操中真正能做到的可能仍是少数。</p>","source":"tencent","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>阿里被近70%外资机构“看多”，抄底机会来了？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里被近70%外资机构“看多”，抄底机会来了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 10:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2161474406","content_text":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、摩根等机构增持\n截至美东时间8月19日收盘（下同），美股机构披露的持仓数据显示，二季度，机构对阿里的调仓整体偏“乐观”。\n如13F最新披露数据显示，截至二季度末，共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。进一步来看，在二季度1757家持仓阿里机构中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。\n受股价重挫影响，二季度末，机构持仓阿里的总市值为1495亿美元，该持仓市值水平已经降至近五个季度最低水平。此外，机构的持仓占比也在不断下降，最新的持股比例为24.34%。\n纵向对比来看，截至2020-6-30，机构持仓阿里占比为44.11%，持仓市值为2552亿美元；截至2020-09-30，机构持仓阿里占比和市值分别为40.73%与3212亿美元；截至2020-12-31，持股占比和市值分别为36.19%与2283亿美元；截至2021-3-30则分别为32.55%与2000亿美元。\n图1 机构近五个季度持仓阿里\n\n数据来源：Wind\n从增持名单来看，高盛（GOLDMAN SACHS GROUP INC）目前持仓阿里市值最高，达69亿美元，二季度，高盛增仓阿里23.86%，目前，为高盛二季度第五大重仓股。（注：高盛二季度总持仓市值为4463亿美元）\n值得一提的是，高盛对阿里的增持并非短期动作，而是“长情行为”。据Wind数据显示，曾在2014年3季度，高盛即建仓阿里，当时持仓仅23,032.2万美元，截至今年2季度末，已连续持仓达25个季度，且在其间不断增仓。\n图2 高盛持仓阿里巴巴\n\n数据来源：Wind\n另外，二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP（施罗德投资管理集团）、MORGAN STANLEY（摩根士丹利）、PRIMECAP管理公司等。\n表1 二季度主要增仓阿里机构（部分）\n\n数据来源：Wind\n与之相对，二季度，共有561家机构对阿里进行了减仓。统计显示，减仓幅度＜20%的公司332家，减仓幅度在20%~50%的公司有136家。减仓幅度＞50%的机构有93家，其中有39家机构减仓超过80%，如BLACKROCK INC.（贝莱德）减仓达88.28 %，持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外，STATE STREET CORP（美国道富银行）减仓幅度同样高达86.23 %；\n表2 二季度主要减仓阿里机构（部分）\n\n数据来源：Wind\n股价“腰斩”市值缩水超4000亿美元\n“监管”充分反映估值已具“吸引力\n截至美东时间8月19日收盘，阿里巴巴(BABA.US)当日重挫6.85%，刷新年内新低，今年以来，阿里累计跌幅已经达到了31%。而自去年10月27日高点至今，累计跌幅已近50%，几近“腰斩”。\n图3 阿里股价表现\n\n数据来源：Wind\n伴随股价下跌，阿里市值大幅缩水。目前来看，阿里最新市值为约4364亿美元，相较于年初6243亿美元缩水1879亿美元，相较于去年10月27日高点8507亿美元市值缩水4143亿美元。\n图4 阿里市值变化（亿美元）\n\n数据来源：Wind\n进一步来看，阿里估值水平也出现进一步下降。今年以来，阿里估值多保持在20倍~30倍之间，最新估值仅在20倍左右。\n图5 阿里估值水平变化\n\n数据来源：Wind\n阿里长线投资价值逐步凸显\n但不建议贸然“抄底”\n与二季度多数投资机构对阿里持有“积极态度”相通，券商也同样给予阿里“乐观预判”。\n如中信证券，据其8月上旬发布的研究报告指出，阿里巴巴发布FY2022Q1业绩，核心商业稳健增长，其认为，股价经过持续调整，已反映公司新业务投入对业绩增长影响的悲观预期，及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进，公司的技术和服务能力呈现明显提升态势，公司依然具有较好的相对竞争优势，维持对公司中长期发展的乐观判断。\n招商证券(香港) 认为，由于监管机构禁止通过价格倾销来促销，竞争环境变得更加公平，而阿里的优势如充足的现金储备，以及强大的供应链能力（如高鑫零售在生鲜、快消品类的供给）则更能被凸显。此外，阿里承诺将着眼于长期价值，并将加大在供应链、履约能力和基础设施上的投入。\n有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示，阿里的估值创新低，“但不会贸然抄底...”。\n而从《红周刊》采访的多位投资人反馈来看，对于阿里的长期投资价值 ，“看多”的占绝大多数，但短期而言，风险偏好降低带来的波动或仍将持续。\n这也可能就会导致，虽然投资需要“做时间的朋友”是个人尽皆知的良言，但实操中真正能做到的可能仍是少数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832204958,"gmtCreate":1629633181774,"gmtModify":1633683659885,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"下周嗨起来","listText":"下周嗨起来","text":"下周嗨起来","images":[{"img":"https://static.tigerbbs.com/906a7488d3bfe53a7127fdba5ff03e9e","width":"1125","height":"1971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832204958","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":831953043,"gmtCreate":1629281987082,"gmtModify":1631884413508,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"两倍做多A50","listText":"两倍做多A50","text":"两倍做多A50","images":[{"img":"https://static.tigerbbs.com/66a9ab5d3c9465b914d83388e798d92d","width":"1125","height":"3194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831953043","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":833080712,"gmtCreate":1629189293936,"gmtModify":1633686707124,"author":{"id":"3565129618412913","authorId":"3565129618412913","name":"新加坡小飞侠","avatar":"https://static.tigerbbs.com/33bd60a714f15e0e993f76acee9f39d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565129618412913","idStr":"3565129618412913"},"themes":[],"htmlText":"最近可以搞这个","listText":"最近可以搞这个","text":"最近可以搞这个","images":[{"img":"https://static.tigerbbs.com/7ad8c5a8c6b6fbe92020d258156b3b2b","width":"1125","height":"3569"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833080712","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}