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xcfddd
2021-01-08
$拼多多(PDD)$
快到期了,卖不出去咋办
xcfddd
2020-12-03
$美团-W(03690)$
被埋了
xcfddd
2020-12-15
$美国航空(AAL)$
可以抄底了
xcfddd
2020-12-22
$新纽科技(09600)$
怎么又不能现金打新了
xcfddd
2020-12-18
$哔哩哔哩(BILI)$
D
xcfddd
2021-01-02
$拼多多(PDD)$
还有机会吗?
xcfddd
2021-02-02
机构太多,韭菜不够割
快手场外交易连续翻倍,中签者已确定一日暴富?
xcfddd
2020-12-21
$美国航空(AAL)$
不讲武德
xcfddd
2021-01-19
这篇文章不错,转发给大家看看
@美股研究社:卖出特斯拉、加仓百度背后的逻辑,ARK寻找下一个十倍股
xcfddd
2021-02-06
随时都会
抱歉,原内容已删除
xcfddd
2021-02-02
加仓
抱歉,原内容已删除
去老虎APP查看更多动态
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17:27","market":"hk","language":"zh","title":"快手场外交易连续翻倍,中签者已确定一日暴富?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147441165","media":"智通财经","summary":"快手将于2月4日进行暗盘交易,2月5日上市。","content":"<p>媒体报道,<a href=\"https://laohu8.com/S/01024\">快手科技</a>场外OTC市场成交5万股,成交价250港元,涉资1250万港元,较市场预期上限定价的115港元,涨幅高达117%。2月1日又有市场消息称,快手场外交易价格已经到了421港币,溢价266%。</p><p>快手将于2月4日进行暗盘交易,2月5日上市。</p><p>实际上,特大IPO会有暗盘前的OTC(场外市场)交易,部分券商可进行撮合,股票来自国际配售的提前分货。</p><p>根据测算,稳获一手需要上乙头,即投入580万港币,才能保稳中签。</p><p>认购火爆,场外交易更比暗盘交易“捷足先登”连续翻倍,看来中签快手,暴富是真的。</p><p>快手孖展认购比以往IPO更火</p><p>1月29日,快手认购结束。据媒体旗下媒体IFR报道,快手香港IPO面向散户发行截至当日共获得1.28万亿港元认购。从认购情况看,机构和散户热情极高,并触发港股罕见的“抢筹行情”。</p><p>1月26日,首日孖展过程中,投资者反应,打新开始,自己刚进某券商快手打新页面,券商系统就当场表演“崩溃”,显示系统繁忙。有散户表示,“20倍融资抢不到额度,我可能抢了个寂寞,是不是在浪费手续费”。</p><p>在同体量的IPO中,快手的火爆程度创下了记录。快手孖展认购概况:</p><p><img src=\"https://static.tigerbbs.com/02328dfdec75157264aafabf3626431e\" tg-width=\"372\" tg-height=\"114\" referrerpolicy=\"no-referrer\"></p><p>目前,快手的超购倍数和孖展募资规模双双超过了2020年所有公开募集资金额同样在8亿以上的公司。</p><p><img src=\"https://static.tigerbbs.com/cbee9420905800e6a2b3e9bfe77af497\" tg-width=\"550\" tg-height=\"129\" referrerpolicy=\"no-referrer\"></p><p>如果按照媒体报道,本次快手最终获得申购大约1.28万亿港元,认购人数大约140万人,热情程度堪比<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>。(蚂蚁此前认购1.3万亿,认购人数155万人)。</p><p>今次快手中签比蚂蚁集团还难,起码要认购50手,即约35万元才有机会。而信诚证券联席董事张智威直指,只有乙组,即认购5万股,500手,才可稳获一手。</p><p>即上乙头,用580万去申购。</p><p>按照500手稳获一手计算,如果按照10倍融资:</p><p>孖展成本:5800000✖0.9✖【2.88%➗365(按照一般融资利息)】✖6(计息天数)=2471元</p><p>再加上货配市值1%的中签入场费、佣金和手续费,按照乙头中签2手计算,成本大约2800元左右。</p><p>打和点大约在12%。</p><p>即快手上涨12%就能回本。</p><p>不过鉴于市场火爆程度,有分析师表示,快手首日有望涨30%-100%,届时只要中签,基本都有钱赚。</p><p>打新快手的不只是散户,实际上快手也受到专业机构热捧。这次IPO,快手引入了美国基金Capital Group、淡马锡控股(Temasek Holdings)、新加坡政府投资公司(GIC)、加拿大退休金计划投资局(CPPIB)、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等十家知名基石投资者,而占据此次募资额97.5%的国际配售部分,甚至提前一天录得足额认购。媒体称,此前有机构投资者希望成为基石投资者,甚至不惜动用私人关系“预定份额”。</p><p>此外,公司上市后预期将快速纳入大型指数例如恒生科技指数等,基金配置需求极大。</p><p>快手的商业潜力正在爆发</p><p>持续三天疯狂抢筹和115港元的高定价显示出市场对“短视频第一股”的认可。赛道优质、3亿多日活跃用户、爆发中的商业化与电商业务……都让投资者们对这家公司的未来充满了想象力。</p><p>快手迅速增长的在线营销和电商业务值得期待。</p><p>从快手目前的收入结构看,2018年之前,直播业务贡献了超过90%的营收,从2019年开始,在线营销和电商的收入占比开始快速扩大。到了2020年Q3,在线营销的收入占比占到了近40%,占比快速扩大;其他业务收入包括电商业务、网络游戏及其他增值服务,在电商业务的拉动下,2020年前三季度收入达20.3亿元,而去年同期仅为7800万。</p><p>1、在线营销全面升级</p><p>2020年,快手产品升级最重要的特点,是开放更多的公域流量给广告商业化产品,并更加注重服务于品牌型广告主的营销需求。2020年11月,快手对其商业化营销服务平台“磁力引擎”进行了品牌升级。相磁力引擎是快手商业化营销服务平台,2018年,快手开启商业化元年,推出营销平台,2019年,正式升级为“磁力引擎”。快手不止希望“用流量变现”, 而是想基于自己的社区优势,从用户间基于信任感的“人+内容” 中,挖掘出更大的商业价值。如今,快手已形成支撑磁力引擎高效运转的四大核心: 人、内容、流量、创意。</p><p>2、电商业务快速增长</p><p>电商也是快手未来营收增长的一大亮点。据快手最新招股书数据显示,在各项数据中,快手电商的表现最为超出预期。2020年初快手将2020年的GMV定为2500亿人民币,截至11月底,已经超额完成目标,电商GMV总额已经达到3326.82亿元。2020年以来,快手电商GMV实现第一个1000亿用了6个月,第二个1000亿用了3个月,第三个1000亿只用了2个月。</p>","source":"highlight_zhitongcaijin","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>快手场外交易连续翻倍,中签者已确定一日暴富?</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快手场外交易连续翻倍,中签者已确定一日暴富?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 17:27 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/405363.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>媒体报道,快手科技场外OTC市场成交5万股,成交价250港元,涉资1250万港元,较市场预期上限定价的115港元,涨幅高达117%。2月1日又有市场消息称,快手场外交易价格已经到了421港币,溢价266%。快手将于2月4日进行暗盘交易,2月5日上市。实际上,特大IPO会有暗盘前的OTC(场外市场)交易,部分券商可进行撮合,股票来自国际配售的提前分货。根据测算,稳获一手需要上乙头,即投入580万港币...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/405363.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/a113221e7eea17d614e3a3d22c60b8bb","relate_stocks":{"01024":"快手-W"},"source_url":"https://www.zhitongcaijing.com/content/detail/405363.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1147441165","content_text":"媒体报道,快手科技场外OTC市场成交5万股,成交价250港元,涉资1250万港元,较市场预期上限定价的115港元,涨幅高达117%。2月1日又有市场消息称,快手场外交易价格已经到了421港币,溢价266%。快手将于2月4日进行暗盘交易,2月5日上市。实际上,特大IPO会有暗盘前的OTC(场外市场)交易,部分券商可进行撮合,股票来自国际配售的提前分货。根据测算,稳获一手需要上乙头,即投入580万港币,才能保稳中签。认购火爆,场外交易更比暗盘交易“捷足先登”连续翻倍,看来中签快手,暴富是真的。快手孖展认购比以往IPO更火1月29日,快手认购结束。据媒体旗下媒体IFR报道,快手香港IPO面向散户发行截至当日共获得1.28万亿港元认购。从认购情况看,机构和散户热情极高,并触发港股罕见的“抢筹行情”。1月26日,首日孖展过程中,投资者反应,打新开始,自己刚进某券商快手打新页面,券商系统就当场表演“崩溃”,显示系统繁忙。有散户表示,“20倍融资抢不到额度,我可能抢了个寂寞,是不是在浪费手续费”。在同体量的IPO中,快手的火爆程度创下了记录。快手孖展认购概况:目前,快手的超购倍数和孖展募资规模双双超过了2020年所有公开募集资金额同样在8亿以上的公司。如果按照媒体报道,本次快手最终获得申购大约1.28万亿港元,认购人数大约140万人,热情程度堪比蚂蚁集团。(蚂蚁此前认购1.3万亿,认购人数155万人)。今次快手中签比蚂蚁集团还难,起码要认购50手,即约35万元才有机会。而信诚证券联席董事张智威直指,只有乙组,即认购5万股,500手,才可稳获一手。即上乙头,用580万去申购。按照500手稳获一手计算,如果按照10倍融资:孖展成本:5800000✖0.9✖【2.88%➗365(按照一般融资利息)】✖6(计息天数)=2471元再加上货配市值1%的中签入场费、佣金和手续费,按照乙头中签2手计算,成本大约2800元左右。打和点大约在12%。即快手上涨12%就能回本。不过鉴于市场火爆程度,有分析师表示,快手首日有望涨30%-100%,届时只要中签,基本都有钱赚。打新快手的不只是散户,实际上快手也受到专业机构热捧。这次IPO,快手引入了美国基金Capital Group、淡马锡控股(Temasek Holdings)、新加坡政府投资公司(GIC)、加拿大退休金计划投资局(CPPIB)、摩根士丹利等十家知名基石投资者,而占据此次募资额97.5%的国际配售部分,甚至提前一天录得足额认购。媒体称,此前有机构投资者希望成为基石投资者,甚至不惜动用私人关系“预定份额”。此外,公司上市后预期将快速纳入大型指数例如恒生科技指数等,基金配置需求极大。快手的商业潜力正在爆发持续三天疯狂抢筹和115港元的高定价显示出市场对“短视频第一股”的认可。赛道优质、3亿多日活跃用户、爆发中的商业化与电商业务……都让投资者们对这家公司的未来充满了想象力。快手迅速增长的在线营销和电商业务值得期待。从快手目前的收入结构看,2018年之前,直播业务贡献了超过90%的营收,从2019年开始,在线营销和电商的收入占比开始快速扩大。到了2020年Q3,在线营销的收入占比占到了近40%,占比快速扩大;其他业务收入包括电商业务、网络游戏及其他增值服务,在电商业务的拉动下,2020年前三季度收入达20.3亿元,而去年同期仅为7800万。1、在线营销全面升级2020年,快手产品升级最重要的特点,是开放更多的公域流量给广告商业化产品,并更加注重服务于品牌型广告主的营销需求。2020年11月,快手对其商业化营销服务平台“磁力引擎”进行了品牌升级。相磁力引擎是快手商业化营销服务平台,2018年,快手开启商业化元年,推出营销平台,2019年,正式升级为“磁力引擎”。快手不止希望“用流量变现”, 而是想基于自己的社区优势,从用户间基于信任感的“人+内容” 中,挖掘出更大的商业价值。如今,快手已形成支撑磁力引擎高效运转的四大核心: 人、内容、流量、创意。2、电商业务快速增长电商也是快手未来营收增长的一大亮点。据快手最新招股书数据显示,在各项数据中,快手电商的表现最为超出预期。2020年初快手将2020年的GMV定为2500亿人民币,截至11月底,已经超额完成目标,电商GMV总额已经达到3326.82亿元。2020年以来,快手电商GMV实现第一个1000亿用了6个月,第二个1000亿用了3个月,第三个1000亿只用了2个月。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337333281,"gmtCreate":1611067013943,"gmtModify":1703747777934,"author":{"id":"3568302875212093","authorId":"3568302875212093","name":"xcfddd","avatar":"https://static.tigerbbs.com/cbfabcc5ea73c59b57c4a4616e7518d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568302875212093","authorIdStr":"3568302875212093"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337333281","repostId":"335355359","repostType":1,"repost":{"id":335355359,"gmtCreate":1610536988971,"gmtModify":1703745029270,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"卖出特斯拉、加仓百度背后的逻辑,ARK寻找下一个十倍股","htmlText":"去年,以特斯拉为代表的新能源汽车给投资者带来了丰厚的回报。特斯拉股价暴涨,更让一家基金机构成为全球投资者关注的焦点,它就是凯瑟琳-伍德创立的ARK基金。进入2021年,ARK连续加仓<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 百度。1月11日,百度在大幅调整跌幅不小之际,ARK在ARKQ、ARKK和ARKW三只基金同时买入百度。截至目前,在ARKK Disruptive Innovation 颠覆式创新基金中百度是第8大持仓,前15大唯一的中概股。ARK基金一直加仓百度的逻辑究竟是什么?透过分析ARK基金投资逻辑,我们或许可以看清以特斯拉与百度为代表的公司带来的颠覆式创新。ARK年化回报率是巴菲特两倍,重仓特斯拉成收益强劲功臣去年华尔街不少顶级基金机构收益高涨,ARK基金就是佼佼者。其中,ARKK从2014下半年登场到现在,累计上涨近500%。据房东看世界统计,ARKK过去5年几乎平均年化回报率接近40%,这个成绩是巴菲特平均水平的两倍。(图源房东看世界)在ARKK持仓的公司当中,除了特斯拉还有流媒体新贵Roku、基因测序公司Invitae、基因编译公司CRISPR Therapeutics、移动支付公司Square、美国最大线上医疗平台Teladoc等,这几个公司去年股价都实现大幅增长。从这个层面来看,ARK押宝公司并非靠运气而是靠团队实力。具备这样的投资实力,这也让外界关注到ARK近期持仓的中概股。截至1月12日,ARK旗下三个旗舰ETF都有持仓百度,自12月13日以来,ARK在百度这家公司已获得超过40%的收益回报。· ARKQ Autonomous Tech and Robo 自动化基金,百度为第5大持仓,前8大唯二中概股;· ARKK Disruptive Inno","listText":"去年,以特斯拉为代表的新能源汽车给投资者带来了丰厚的回报。特斯拉股价暴涨,更让一家基金机构成为全球投资者关注的焦点,它就是凯瑟琳-伍德创立的ARK基金。进入2021年,ARK连续加仓<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 百度。1月11日,百度在大幅调整跌幅不小之际,ARK在ARKQ、ARKK和ARKW三只基金同时买入百度。截至目前,在ARKK Disruptive Innovation 颠覆式创新基金中百度是第8大持仓,前15大唯一的中概股。ARK基金一直加仓百度的逻辑究竟是什么?透过分析ARK基金投资逻辑,我们或许可以看清以特斯拉与百度为代表的公司带来的颠覆式创新。ARK年化回报率是巴菲特两倍,重仓特斯拉成收益强劲功臣去年华尔街不少顶级基金机构收益高涨,ARK基金就是佼佼者。其中,ARKK从2014下半年登场到现在,累计上涨近500%。据房东看世界统计,ARKK过去5年几乎平均年化回报率接近40%,这个成绩是巴菲特平均水平的两倍。(图源房东看世界)在ARKK持仓的公司当中,除了特斯拉还有流媒体新贵Roku、基因测序公司Invitae、基因编译公司CRISPR Therapeutics、移动支付公司Square、美国最大线上医疗平台Teladoc等,这几个公司去年股价都实现大幅增长。从这个层面来看,ARK押宝公司并非靠运气而是靠团队实力。具备这样的投资实力,这也让外界关注到ARK近期持仓的中概股。截至1月12日,ARK旗下三个旗舰ETF都有持仓百度,自12月13日以来,ARK在百度这家公司已获得超过40%的收益回报。· ARKQ Autonomous Tech and Robo 自动化基金,百度为第5大持仓,前8大唯二中概股;· ARKK Disruptive Inno","text":"去年,以特斯拉为代表的新能源汽车给投资者带来了丰厚的回报。特斯拉股价暴涨,更让一家基金机构成为全球投资者关注的焦点,它就是凯瑟琳-伍德创立的ARK基金。进入2021年,ARK连续加仓$百度(BIDU)$ 百度。1月11日,百度在大幅调整跌幅不小之际,ARK在ARKQ、ARKK和ARKW三只基金同时买入百度。截至目前,在ARKK Disruptive Innovation 颠覆式创新基金中百度是第8大持仓,前15大唯一的中概股。ARK基金一直加仓百度的逻辑究竟是什么?透过分析ARK基金投资逻辑,我们或许可以看清以特斯拉与百度为代表的公司带来的颠覆式创新。ARK年化回报率是巴菲特两倍,重仓特斯拉成收益强劲功臣去年华尔街不少顶级基金机构收益高涨,ARK基金就是佼佼者。其中,ARKK从2014下半年登场到现在,累计上涨近500%。据房东看世界统计,ARKK过去5年几乎平均年化回报率接近40%,这个成绩是巴菲特平均水平的两倍。(图源房东看世界)在ARKK持仓的公司当中,除了特斯拉还有流媒体新贵Roku、基因测序公司Invitae、基因编译公司CRISPR Therapeutics、移动支付公司Square、美国最大线上医疗平台Teladoc等,这几个公司去年股价都实现大幅增长。从这个层面来看,ARK押宝公司并非靠运气而是靠团队实力。具备这样的投资实力,这也让外界关注到ARK近期持仓的中概股。截至1月12日,ARK旗下三个旗舰ETF都有持仓百度,自12月13日以来,ARK在百度这家公司已获得超过40%的收益回报。· ARKQ Autonomous Tech and Robo 自动化基金,百度为第5大持仓,前8大唯二中概股;· ARKK Disruptive Inno","images":[{"img":"https://static.tigerbbs.com/5f0573168fa4266c577e952629a1be8a","width":"1280","height":"853"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335355359","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336166447,"gmtCreate":1610036138289,"gmtModify":1703742304279,"author":{"id":"3568302875212093","authorId":"3568302875212093","name":"xcfddd","avatar":"https://static.tigerbbs.com/cbfabcc5ea73c59b57c4a4616e7518d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568302875212093","authorIdStr":"3568302875212093"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>快到期了,卖不出去咋办","listText":"<a 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17:27","market":"hk","language":"zh","title":"快手场外交易连续翻倍,中签者已确定一日暴富?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147441165","media":"智通财经","summary":"快手将于2月4日进行暗盘交易,2月5日上市。","content":"<p>媒体报道,<a href=\"https://laohu8.com/S/01024\">快手科技</a>场外OTC市场成交5万股,成交价250港元,涉资1250万港元,较市场预期上限定价的115港元,涨幅高达117%。2月1日又有市场消息称,快手场外交易价格已经到了421港币,溢价266%。</p><p>快手将于2月4日进行暗盘交易,2月5日上市。</p><p>实际上,特大IPO会有暗盘前的OTC(场外市场)交易,部分券商可进行撮合,股票来自国际配售的提前分货。</p><p>根据测算,稳获一手需要上乙头,即投入580万港币,才能保稳中签。</p><p>认购火爆,场外交易更比暗盘交易“捷足先登”连续翻倍,看来中签快手,暴富是真的。</p><p>快手孖展认购比以往IPO更火</p><p>1月29日,快手认购结束。据媒体旗下媒体IFR报道,快手香港IPO面向散户发行截至当日共获得1.28万亿港元认购。从认购情况看,机构和散户热情极高,并触发港股罕见的“抢筹行情”。</p><p>1月26日,首日孖展过程中,投资者反应,打新开始,自己刚进某券商快手打新页面,券商系统就当场表演“崩溃”,显示系统繁忙。有散户表示,“20倍融资抢不到额度,我可能抢了个寂寞,是不是在浪费手续费”。</p><p>在同体量的IPO中,快手的火爆程度创下了记录。快手孖展认购概况:</p><p><img src=\"https://static.tigerbbs.com/02328dfdec75157264aafabf3626431e\" tg-width=\"372\" tg-height=\"114\" referrerpolicy=\"no-referrer\"></p><p>目前,快手的超购倍数和孖展募资规模双双超过了2020年所有公开募集资金额同样在8亿以上的公司。</p><p><img src=\"https://static.tigerbbs.com/cbee9420905800e6a2b3e9bfe77af497\" tg-width=\"550\" tg-height=\"129\" referrerpolicy=\"no-referrer\"></p><p>如果按照媒体报道,本次快手最终获得申购大约1.28万亿港元,认购人数大约140万人,热情程度堪比<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>。(蚂蚁此前认购1.3万亿,认购人数155万人)。</p><p>今次快手中签比蚂蚁集团还难,起码要认购50手,即约35万元才有机会。而信诚证券联席董事张智威直指,只有乙组,即认购5万股,500手,才可稳获一手。</p><p>即上乙头,用580万去申购。</p><p>按照500手稳获一手计算,如果按照10倍融资:</p><p>孖展成本:5800000✖0.9✖【2.88%➗365(按照一般融资利息)】✖6(计息天数)=2471元</p><p>再加上货配市值1%的中签入场费、佣金和手续费,按照乙头中签2手计算,成本大约2800元左右。</p><p>打和点大约在12%。</p><p>即快手上涨12%就能回本。</p><p>不过鉴于市场火爆程度,有分析师表示,快手首日有望涨30%-100%,届时只要中签,基本都有钱赚。</p><p>打新快手的不只是散户,实际上快手也受到专业机构热捧。这次IPO,快手引入了美国基金Capital Group、淡马锡控股(Temasek Holdings)、新加坡政府投资公司(GIC)、加拿大退休金计划投资局(CPPIB)、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等十家知名基石投资者,而占据此次募资额97.5%的国际配售部分,甚至提前一天录得足额认购。媒体称,此前有机构投资者希望成为基石投资者,甚至不惜动用私人关系“预定份额”。</p><p>此外,公司上市后预期将快速纳入大型指数例如恒生科技指数等,基金配置需求极大。</p><p>快手的商业潜力正在爆发</p><p>持续三天疯狂抢筹和115港元的高定价显示出市场对“短视频第一股”的认可。赛道优质、3亿多日活跃用户、爆发中的商业化与电商业务……都让投资者们对这家公司的未来充满了想象力。</p><p>快手迅速增长的在线营销和电商业务值得期待。</p><p>从快手目前的收入结构看,2018年之前,直播业务贡献了超过90%的营收,从2019年开始,在线营销和电商的收入占比开始快速扩大。到了2020年Q3,在线营销的收入占比占到了近40%,占比快速扩大;其他业务收入包括电商业务、网络游戏及其他增值服务,在电商业务的拉动下,2020年前三季度收入达20.3亿元,而去年同期仅为7800万。</p><p>1、在线营销全面升级</p><p>2020年,快手产品升级最重要的特点,是开放更多的公域流量给广告商业化产品,并更加注重服务于品牌型广告主的营销需求。2020年11月,快手对其商业化营销服务平台“磁力引擎”进行了品牌升级。相磁力引擎是快手商业化营销服务平台,2018年,快手开启商业化元年,推出营销平台,2019年,正式升级为“磁力引擎”。快手不止希望“用流量变现”, 而是想基于自己的社区优势,从用户间基于信任感的“人+内容” 中,挖掘出更大的商业价值。如今,快手已形成支撑磁力引擎高效运转的四大核心: 人、内容、流量、创意。</p><p>2、电商业务快速增长</p><p>电商也是快手未来营收增长的一大亮点。据快手最新招股书数据显示,在各项数据中,快手电商的表现最为超出预期。2020年初快手将2020年的GMV定为2500亿人民币,截至11月底,已经超额完成目标,电商GMV总额已经达到3326.82亿元。2020年以来,快手电商GMV实现第一个1000亿用了6个月,第二个1000亿用了3个月,第三个1000亿只用了2个月。</p>","source":"highlight_zhitongcaijin","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>快手场外交易连续翻倍,中签者已确定一日暴富?</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快手场外交易连续翻倍,中签者已确定一日暴富?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 17:27 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/405363.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>媒体报道,快手科技场外OTC市场成交5万股,成交价250港元,涉资1250万港元,较市场预期上限定价的115港元,涨幅高达117%。2月1日又有市场消息称,快手场外交易价格已经到了421港币,溢价266%。快手将于2月4日进行暗盘交易,2月5日上市。实际上,特大IPO会有暗盘前的OTC(场外市场)交易,部分券商可进行撮合,股票来自国际配售的提前分货。根据测算,稳获一手需要上乙头,即投入580万港币...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/405363.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/a113221e7eea17d614e3a3d22c60b8bb","relate_stocks":{"01024":"快手-W"},"source_url":"https://www.zhitongcaijing.com/content/detail/405363.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1147441165","content_text":"媒体报道,快手科技场外OTC市场成交5万股,成交价250港元,涉资1250万港元,较市场预期上限定价的115港元,涨幅高达117%。2月1日又有市场消息称,快手场外交易价格已经到了421港币,溢价266%。快手将于2月4日进行暗盘交易,2月5日上市。实际上,特大IPO会有暗盘前的OTC(场外市场)交易,部分券商可进行撮合,股票来自国际配售的提前分货。根据测算,稳获一手需要上乙头,即投入580万港币,才能保稳中签。认购火爆,场外交易更比暗盘交易“捷足先登”连续翻倍,看来中签快手,暴富是真的。快手孖展认购比以往IPO更火1月29日,快手认购结束。据媒体旗下媒体IFR报道,快手香港IPO面向散户发行截至当日共获得1.28万亿港元认购。从认购情况看,机构和散户热情极高,并触发港股罕见的“抢筹行情”。1月26日,首日孖展过程中,投资者反应,打新开始,自己刚进某券商快手打新页面,券商系统就当场表演“崩溃”,显示系统繁忙。有散户表示,“20倍融资抢不到额度,我可能抢了个寂寞,是不是在浪费手续费”。在同体量的IPO中,快手的火爆程度创下了记录。快手孖展认购概况:目前,快手的超购倍数和孖展募资规模双双超过了2020年所有公开募集资金额同样在8亿以上的公司。如果按照媒体报道,本次快手最终获得申购大约1.28万亿港元,认购人数大约140万人,热情程度堪比蚂蚁集团。(蚂蚁此前认购1.3万亿,认购人数155万人)。今次快手中签比蚂蚁集团还难,起码要认购50手,即约35万元才有机会。而信诚证券联席董事张智威直指,只有乙组,即认购5万股,500手,才可稳获一手。即上乙头,用580万去申购。按照500手稳获一手计算,如果按照10倍融资:孖展成本:5800000✖0.9✖【2.88%➗365(按照一般融资利息)】✖6(计息天数)=2471元再加上货配市值1%的中签入场费、佣金和手续费,按照乙头中签2手计算,成本大约2800元左右。打和点大约在12%。即快手上涨12%就能回本。不过鉴于市场火爆程度,有分析师表示,快手首日有望涨30%-100%,届时只要中签,基本都有钱赚。打新快手的不只是散户,实际上快手也受到专业机构热捧。这次IPO,快手引入了美国基金Capital Group、淡马锡控股(Temasek Holdings)、新加坡政府投资公司(GIC)、加拿大退休金计划投资局(CPPIB)、摩根士丹利等十家知名基石投资者,而占据此次募资额97.5%的国际配售部分,甚至提前一天录得足额认购。媒体称,此前有机构投资者希望成为基石投资者,甚至不惜动用私人关系“预定份额”。此外,公司上市后预期将快速纳入大型指数例如恒生科技指数等,基金配置需求极大。快手的商业潜力正在爆发持续三天疯狂抢筹和115港元的高定价显示出市场对“短视频第一股”的认可。赛道优质、3亿多日活跃用户、爆发中的商业化与电商业务……都让投资者们对这家公司的未来充满了想象力。快手迅速增长的在线营销和电商业务值得期待。从快手目前的收入结构看,2018年之前,直播业务贡献了超过90%的营收,从2019年开始,在线营销和电商的收入占比开始快速扩大。到了2020年Q3,在线营销的收入占比占到了近40%,占比快速扩大;其他业务收入包括电商业务、网络游戏及其他增值服务,在电商业务的拉动下,2020年前三季度收入达20.3亿元,而去年同期仅为7800万。1、在线营销全面升级2020年,快手产品升级最重要的特点,是开放更多的公域流量给广告商业化产品,并更加注重服务于品牌型广告主的营销需求。2020年11月,快手对其商业化营销服务平台“磁力引擎”进行了品牌升级。相磁力引擎是快手商业化营销服务平台,2018年,快手开启商业化元年,推出营销平台,2019年,正式升级为“磁力引擎”。快手不止希望“用流量变现”, 而是想基于自己的社区优势,从用户间基于信任感的“人+内容” 中,挖掘出更大的商业价值。如今,快手已形成支撑磁力引擎高效运转的四大核心: 人、内容、流量、创意。2、电商业务快速增长电商也是快手未来营收增长的一大亮点。据快手最新招股书数据显示,在各项数据中,快手电商的表现最为超出预期。2020年初快手将2020年的GMV定为2500亿人民币,截至11月底,已经超额完成目标,电商GMV总额已经达到3326.82亿元。2020年以来,快手电商GMV实现第一个1000亿用了6个月,第二个1000亿用了3个月,第三个1000亿只用了2个月。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330366789,"gmtCreate":1608542891641,"gmtModify":1703735274914,"author":{"id":"3568302875212093","authorId":"3568302875212093","name":"xcfddd","avatar":"https://static.tigerbbs.com/cbfabcc5ea73c59b57c4a4616e7518d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568302875212093","authorIdStr":"3568302875212093"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>不讲武德","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>不讲武德","text":"$美国航空(AAL)$不讲武德","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330366789","isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337333281,"gmtCreate":1611067013943,"gmtModify":1703747777934,"author":{"id":"3568302875212093","authorId":"3568302875212093","name":"xcfddd","avatar":"https://static.tigerbbs.com/cbfabcc5ea73c59b57c4a4616e7518d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568302875212093","authorIdStr":"3568302875212093"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337333281","repostId":"335355359","repostType":1,"repost":{"id":335355359,"gmtCreate":1610536988971,"gmtModify":1703745029270,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"卖出特斯拉、加仓百度背后的逻辑,ARK寻找下一个十倍股","htmlText":"去年,以特斯拉为代表的新能源汽车给投资者带来了丰厚的回报。特斯拉股价暴涨,更让一家基金机构成为全球投资者关注的焦点,它就是凯瑟琳-伍德创立的ARK基金。进入2021年,ARK连续加仓<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 百度。1月11日,百度在大幅调整跌幅不小之际,ARK在ARKQ、ARKK和ARKW三只基金同时买入百度。截至目前,在ARKK Disruptive Innovation 颠覆式创新基金中百度是第8大持仓,前15大唯一的中概股。ARK基金一直加仓百度的逻辑究竟是什么?透过分析ARK基金投资逻辑,我们或许可以看清以特斯拉与百度为代表的公司带来的颠覆式创新。ARK年化回报率是巴菲特两倍,重仓特斯拉成收益强劲功臣去年华尔街不少顶级基金机构收益高涨,ARK基金就是佼佼者。其中,ARKK从2014下半年登场到现在,累计上涨近500%。据房东看世界统计,ARKK过去5年几乎平均年化回报率接近40%,这个成绩是巴菲特平均水平的两倍。(图源房东看世界)在ARKK持仓的公司当中,除了特斯拉还有流媒体新贵Roku、基因测序公司Invitae、基因编译公司CRISPR Therapeutics、移动支付公司Square、美国最大线上医疗平台Teladoc等,这几个公司去年股价都实现大幅增长。从这个层面来看,ARK押宝公司并非靠运气而是靠团队实力。具备这样的投资实力,这也让外界关注到ARK近期持仓的中概股。截至1月12日,ARK旗下三个旗舰ETF都有持仓百度,自12月13日以来,ARK在百度这家公司已获得超过40%的收益回报。· ARKQ Autonomous Tech and Robo 自动化基金,百度为第5大持仓,前8大唯二中概股;· ARKK Disruptive Inno","listText":"去年,以特斯拉为代表的新能源汽车给投资者带来了丰厚的回报。特斯拉股价暴涨,更让一家基金机构成为全球投资者关注的焦点,它就是凯瑟琳-伍德创立的ARK基金。进入2021年,ARK连续加仓<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 百度。1月11日,百度在大幅调整跌幅不小之际,ARK在ARKQ、ARKK和ARKW三只基金同时买入百度。截至目前,在ARKK Disruptive Innovation 颠覆式创新基金中百度是第8大持仓,前15大唯一的中概股。ARK基金一直加仓百度的逻辑究竟是什么?透过分析ARK基金投资逻辑,我们或许可以看清以特斯拉与百度为代表的公司带来的颠覆式创新。ARK年化回报率是巴菲特两倍,重仓特斯拉成收益强劲功臣去年华尔街不少顶级基金机构收益高涨,ARK基金就是佼佼者。其中,ARKK从2014下半年登场到现在,累计上涨近500%。据房东看世界统计,ARKK过去5年几乎平均年化回报率接近40%,这个成绩是巴菲特平均水平的两倍。(图源房东看世界)在ARKK持仓的公司当中,除了特斯拉还有流媒体新贵Roku、基因测序公司Invitae、基因编译公司CRISPR Therapeutics、移动支付公司Square、美国最大线上医疗平台Teladoc等,这几个公司去年股价都实现大幅增长。从这个层面来看,ARK押宝公司并非靠运气而是靠团队实力。具备这样的投资实力,这也让外界关注到ARK近期持仓的中概股。截至1月12日,ARK旗下三个旗舰ETF都有持仓百度,自12月13日以来,ARK在百度这家公司已获得超过40%的收益回报。· ARKQ Autonomous Tech and Robo 自动化基金,百度为第5大持仓,前8大唯二中概股;· ARKK Disruptive Inno","text":"去年,以特斯拉为代表的新能源汽车给投资者带来了丰厚的回报。特斯拉股价暴涨,更让一家基金机构成为全球投资者关注的焦点,它就是凯瑟琳-伍德创立的ARK基金。进入2021年,ARK连续加仓$百度(BIDU)$ 百度。1月11日,百度在大幅调整跌幅不小之际,ARK在ARKQ、ARKK和ARKW三只基金同时买入百度。截至目前,在ARKK Disruptive Innovation 颠覆式创新基金中百度是第8大持仓,前15大唯一的中概股。ARK基金一直加仓百度的逻辑究竟是什么?透过分析ARK基金投资逻辑,我们或许可以看清以特斯拉与百度为代表的公司带来的颠覆式创新。ARK年化回报率是巴菲特两倍,重仓特斯拉成收益强劲功臣去年华尔街不少顶级基金机构收益高涨,ARK基金就是佼佼者。其中,ARKK从2014下半年登场到现在,累计上涨近500%。据房东看世界统计,ARKK过去5年几乎平均年化回报率接近40%,这个成绩是巴菲特平均水平的两倍。(图源房东看世界)在ARKK持仓的公司当中,除了特斯拉还有流媒体新贵Roku、基因测序公司Invitae、基因编译公司CRISPR Therapeutics、移动支付公司Square、美国最大线上医疗平台Teladoc等,这几个公司去年股价都实现大幅增长。从这个层面来看,ARK押宝公司并非靠运气而是靠团队实力。具备这样的投资实力,这也让外界关注到ARK近期持仓的中概股。截至1月12日,ARK旗下三个旗舰ETF都有持仓百度,自12月13日以来,ARK在百度这家公司已获得超过40%的收益回报。· ARKQ Autonomous Tech and Robo 自动化基金,百度为第5大持仓,前8大唯二中概股;· ARKK Disruptive Inno","images":[{"img":"https://static.tigerbbs.com/5f0573168fa4266c577e952629a1be8a","width":"1280","height":"853"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335355359","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380265203,"gmtCreate":1612541568402,"gmtModify":1703763503827,"author":{"id":"3568302875212093","authorId":"3568302875212093","name":"xcfddd","avatar":"https://static.tigerbbs.com/cbfabcc5ea73c59b57c4a4616e7518d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568302875212093","authorIdStr":"3568302875212093"},"themes":[],"htmlText":"随时都会","listText":"随时都会","text":"随时都会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380265203","repostId":"2109758677","repostType":2,"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315725409,"gmtCreate":1612277658701,"gmtModify":1703759797448,"author":{"id":"3568302875212093","authorId":"3568302875212093","name":"xcfddd","avatar":"https://static.tigerbbs.com/cbfabcc5ea73c59b57c4a4616e7518d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568302875212093","authorIdStr":"3568302875212093"},"themes":[],"htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315725409","repostId":"2108802783","repostType":4,"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}