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花泥鳅
2022-08-16
目前还没出售的打算,等股价180元的时候再说
腾讯将减持美团?知情人士辟谣:没有计划
花泥鳅
2022-07-03
太猛了,特斯拉都不吱声了
抱歉,原内容已删除
花泥鳅
2022-05-11
大师要是在A股混,估计历史就不是这样写的了
抱歉,原内容已删除
花泥鳅
2022-05-10
加息让股价跌惨,又加仓买入,这不是收割吗
抱歉,原内容已删除
花泥鳅
2021-10-06
下一个蔚来
抱歉,原内容已删除
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17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月16日,今日有媒体报道称,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>计划出售其所持美团的全部或大部分股份。对此,从接近腾讯侧的消息人士获知,上述传闻不属实,腾讯目前没有计划出售美团股份。</p><p>受此消息影响,港股美团今日盘中一度重挫近12%,截止收盘,跌9.07%,报164.5港元。</p><p><img src=\"https://static.tigerbbs.com/54be673fec6f77bcd091190c1d951054\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"BK1583":"高瓴概念","BK1604":"节假日概念","QNETCN":"纳斯达克中美互联网老虎指数","BK1526":"科网股","TCEHY":"腾讯控股ADR","BK4077":"互动媒体与服务","BK1521":"挪威政府全球养老基金持仓","BK1095":"互动媒体与服务","BK1586":"云计算","00700":"腾讯控股","BK1142":"互联网与直销零售","BK1591":"就地过年概念","03690":"美团-W","BK1502":"双十一","BK1517":"云办公","BK1608":"元宇宙概念","BK1575":"同股不同权","BK1531":"手游股","BK1516":"腾讯概念","BK1589":"北水核心资产"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184741803","content_text":"8月16日,今日有媒体报道称,腾讯控股计划出售其所持美团的全部或大部分股份。对此,从接近腾讯侧的消息人士获知,上述传闻不属实,腾讯目前没有计划出售美团股份。受此消息影响,港股美团今日盘中一度重挫近12%,截止收盘,跌9.07%,报164.5港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681806694,"gmtCreate":1656837797922,"gmtModify":1704865843910,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太猛了,特斯拉都不吱声了","listText":"太猛了,特斯拉都不吱声了","text":"太猛了,特斯拉都不吱声了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/681806694","repostId":"1155183653","repostType":4,"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612878589,"gmtCreate":1652284655241,"gmtModify":1652284907297,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大师要是在A股混,估计历史就不是这样写的了","listText":"大师要是在A股混,估计历史就不是这样写的了","text":"大师要是在A股混,估计历史就不是这样写的了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612878589","repostId":"2233347565","repostType":4,"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612109972,"gmtCreate":1652196089996,"gmtModify":1652197390062,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"加息让股价跌惨,又加仓买入,这不是收割吗","listText":"加息让股价跌惨,又加仓买入,这不是收割吗","text":"加息让股价跌惨,又加仓买入,这不是收割吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612109972","repostId":"1189686231","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829461670,"gmtCreate":1633534300294,"gmtModify":1633534300294,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"下一个蔚来","listText":"下一个蔚来","text":"下一个蔚来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829461670","repostId":"1183614410","repostType":4,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":681806694,"gmtCreate":1656837797922,"gmtModify":1704865843910,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太猛了,特斯拉都不吱声了","listText":"太猛了,特斯拉都不吱声了","text":"太猛了,特斯拉都不吱声了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/681806694","repostId":"1155183653","repostType":4,"repost":{"id":"1155183653","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":1656836519,"share":"https://www.laohu8.com/m/news/1155183653?lang=&edition=full","pubTime":"2022-07-03 16:21","market":"hk","language":"zh","title":"比亚迪:6月新能源汽车销量134036辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1155183653","media":"老虎资讯综合","summary":"7月3日,比亚迪公告,6月新能源汽车销量134036辆;本年累计销量641350辆,同比增长314.90%。公司2022年6月新能源汽车动力电池及储能电池装机总量约为6.859GWh,2022年累计装","content":"<html><head></head><body><p>7月3日,比亚迪公告,6月新能源汽车销量134036辆;本年累计销量641350辆,同比增长314.90%。公司2022年6月新能源汽车动力电池及储能电池装机总量约为6.859GWh,2022年累计装机总量约为34.042GWh。<img src=\"https://static.tigerbbs.com/560dfc767de3824fd7f219dd3313caf8\" tg-width=\"1490\" tg-height=\"723\" 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>比亚迪:6月新能源汽车销量134036辆</title>\n<style 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16:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月3日,比亚迪公告,6月新能源汽车销量134036辆;本年累计销量641350辆,同比增长314.90%。公司2022年6月新能源汽车动力电池及储能电池装机总量约为6.859GWh,2022年累计装机总量约为34.042GWh。<img src=\"https://static.tigerbbs.com/560dfc767de3824fd7f219dd3313caf8\" tg-width=\"1490\" tg-height=\"723\" 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href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌幅扩大至10%,报3.4港元。恒大系中,<a href=\"https://laohu8.com/S/03333\">中国恒大</a>和<a href=\"https://laohu8.com/S/06666\">恒大物业</a>此前公告停牌。</p>\n<p><img src=\"https://static.tigerbbs.com/f27cfe7bc545f7c85c5b7f184a6e8a3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18d663cec1bf148bc063b2f6e74297ca","relate_stocks":{"00708":"恒大汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183614410","content_text":"10月6日,恒大汽车跌幅扩大至10%,报3.4港元。恒大系中,中国恒大和恒大物业此前公告停牌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612109972,"gmtCreate":1652196089996,"gmtModify":1652197390062,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"加息让股价跌惨,又加仓买入,这不是收割吗","listText":"加息让股价跌惨,又加仓买入,这不是收割吗","text":"加息让股价跌惨,又加仓买入,这不是收割吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612109972","repostId":"1189686231","repostType":4,"repost":{"id":"1189686231","pubTimestamp":1652192766,"share":"https://www.laohu8.com/m/news/1189686231?lang=&edition=full","pubTime":"2022-05-10 22:26","market":"us","language":"zh","title":"摩根大通、富达加仓京东阿里,是抄底还是接盘?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189686231","media":"科创板日报","summary":"https://www.cls.cn/detail/1010605","content":"<div>\n<p>近期,部分外资巨头旗舰基金加仓了中国股票。其中,摩根大通的旗舰中国基金加仓京东和中国平安,富达中国焦点基金增持阿里巴巴、腾讯等。具体来看,来自摩根大通的旗舰中国基金“JPMorgan Funds-China FundA (acc) – USD”,3月对京东进行了大手笔加仓,加仓幅度为12.54倍。加仓后,京东位列其第四大重仓股,持仓市值为2.12亿美元。而富达旗下宁静管理的富达中国焦点基金“...</p>\n\n<a href=\"https://www.cls.cn/detail/1010605\">Web Link</a>\n\n</div>\n","source":"starmarket_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通、富达加仓京东阿里,是抄底还是接盘?</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摩根大通、富达加仓京东阿里,是抄底还是接盘?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 22:26 北京时间 <a href=https://www.cls.cn/detail/1010605><strong>科创板日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,部分外资巨头旗舰基金加仓了中国股票。其中,摩根大通的旗舰中国基金加仓京东和中国平安,富达中国焦点基金增持阿里巴巴、腾讯等。具体来看,来自摩根大通的旗舰中国基金“JPMorgan Funds-China FundA (acc) – USD”,3月对京东进行了大手笔加仓,加仓幅度为12.54倍。加仓后,京东位列其第四大重仓股,持仓市值为2.12亿美元。而富达旗下宁静管理的富达中国焦点基金“...</p>\n\n<a href=\"https://www.cls.cn/detail/1010605\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"09618":"京东集团-SW","BABA":"阿里巴巴","JD":"京东"},"source_url":"https://www.cls.cn/detail/1010605","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189686231","content_text":"近期,部分外资巨头旗舰基金加仓了中国股票。其中,摩根大通的旗舰中国基金加仓京东和中国平安,富达中国焦点基金增持阿里巴巴、腾讯等。具体来看,来自摩根大通的旗舰中国基金“JPMorgan Funds-China FundA (acc) – USD”,3月对京东进行了大手笔加仓,加仓幅度为12.54倍。加仓后,京东位列其第四大重仓股,持仓市值为2.12亿美元。而富达旗下宁静管理的富达中国焦点基金“Fidelity Funds - China Focus Fund” ,也在3月对阿里巴巴进行增持,分别对其ADR和港股的增持幅度为32.29%、82.86%。此外,该基金还增持了腾讯控股,幅度为3.59%。有投资人士告诉《科创板日报》记者,这些企业的低估值和未来增长空间,吸引了外资巨头旗舰基金的陆续布局,但在短期也许难以产生回报。低估值+盈利能力?鲸平台蜂网智库专家、财经博主罗攀认为,富达旗下基金增持阿里、摩根大通加仓京东,是由于这些互联网企业的估值出现了价格和价值的背离。“过去一段时间,像阿里、京东这样的公司,股价出现了大幅度的波动。但从本质来讲,阿里和京东仍然是中国非常优秀的企业,其增长仍然还有空间,而且有不错的业绩回报,这显然是价格和价值的严重背离。在这样的背景之下,投资机构增持这些中国企业,我觉得非常明智。投资机构的目标是为了获利,这说明其看好这些公司。”浙江大学国际联合商学院数字经济与金融创新研究中心联席主任、研究员盘和林盘和林也指出,当前港股的电商股已经处于非常低的估值水平,所以估值对于机构投资人已经具备吸引力。“虽然存在严格的监管,但现阶段电商行业整体向好的大趋势并没有改变,电商类上市公司依然具备很好的盈利能力。低估值+稳定盈利能力,最终会让机构投资人重新青睐于此类股票,重返此类投资。”不过,基金投资人Eric对《科创板日报》记者分析,这属于投资机构的长线抄底策略,但从短期来看也许难以产生回报。“这两家机构,本身是投资中国资产的基金。选择京东、阿里算是抄底的动作,毕竟从估值来看,确实挺低。但这也是长线基金的抄底思路,要持有挺长时间才能有效果。短期或者说今年内,这几笔投资都比较难产生正回报。”迄今,阿里、京东的股价迄今仍未有回暖的趋势。上海社科院经济学博士王滢波表示,目前来看,各大机构增持、减持的情况都存在。“有人增持就有人减持。此前,芒格旗下Daily Journal Corp(每日期刊公司)就在一季度大幅减持了阿里巴巴逾30万股。而股价的一路下跌,似乎说明卖出的更多,资金在流出。大家都在关注政策何时转向。”常态化监管促平台经济健康发展日前,中共中央政治局召开会议,分析研究当前经济形势和经济工作。会议强调,要促进平台经济健康发展,完成平台经济专项整改,实施常态化监管,出台支持平台经济规范健康发展的具体措施。在盘和林看来,未来或将以常态化监管替代专项整治。“这表明平台经济规范将具备长期性,并逐渐实现常态化和制度化,对于像反垄断,以及其他一些不规范的行为,仍然不会放松。”罗攀认为,平台经济的发展至一定规模后,确实出现了问题,而适度调整,其实更有利于行业的持续发展。这也是他认可机构增持的另一大原因。“当这些平台型企业发展到一定规模,往往会对用户会形成一个不对等关系,可能会侵害用户的利益,比如信息安全问题,甚至出现泛金融化趋势,这并不利于行业的持续发展,所以,国家适时出台政策,对其进行干预和调控,对整个平台型经济未来做出政策性指导,更能促进企业健康有序的持续发展。”盘和林也指出,规范平台经济是为了让平台经济未来得到健康发展,让平台经济发展从量的堆积转向质的飞跃。“平台经济迎来常态化监管阶段,平台经济将进入低速度、高质量发展期,未来平台经济的资本扩张将有所减缓,但平台经济服务用户的能力将有所提升,服务供需双方的能力也会显著提升。平台经济的企业也逐渐从模式创新为主,转向技术创新为主的全新发展道路。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687080716,"gmtCreate":1660645714538,"gmtModify":1660645714538,"author":{"id":"3566471144731774","authorId":"3566471144731774","name":"花泥鳅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"目前还没出售的打算,等股价180元的时候再说","listText":"目前还没出售的打算,等股价180元的时候再说","text":"目前还没出售的打算,等股价180元的时候再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687080716","repostId":"1184741803","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}