可爱小发发的个人主页 - 老虎社区

可爱小发发

可爱小发发

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可爱小发发

2021-11-10

$Upstart Holdings, Inc.(UPST)$这撞厉害了

可爱小发发

2021-10-26

$老虎证券(TIGR)$想问一下各位大神，拿到这个牌照意味着什么？之前不是也可以买卖港股吗？股市小白请教

可爱小发发

2021-10-26

主要得让国外机构的钱有信心进入，股价才能再次开启上涨

中信证券：战略看好2022年国内互联网龙头投资机会

可爱小发发

2021-10-25

$PayPal(PYPL)$消息发酵了这么久才出来澄清，是配合媒体吸筹吗

可爱小发发

2021-09-01

$Opendoor Technologies Inc(OPEN)$请问一下为什么股价一直涨，量越来越小

可爱小发发

2021-08-12

$Stem Inc.(STEM)$有大神分析一下它这次财报很差吗？

可爱小发发

2021-08-12

$Opendoor Technologies Inc(OPEN)$终于等到你了，厉害厉害

可爱小发发

2021-08-09

$Butterfly Network Inc(BFLY)$这是怎么回事儿，是财报很好吗

可爱小发发

2021-07-12

$Opendoor Technologies Inc(OPEN)$今天你好反常

可爱小发发

2021-07-09

$亚马逊(AMZN)$就问亚马逊香不香

可爱小发发

2021-07-01

哈哈哈，抢到了

可爱小发发

2021-06-25

$Opendoor Technologies Inc(OPEN)$别人涨的时候没见你涨，跌起来从没见你掉队.

可爱小发发

2021-06-22

$Opendoor Technologies Inc(OPEN)$这股票没有耐心绝对拿不住

可爱小发发

2021-05-07

$优步(UBER)$可以抄一部分了，年底应该会不错的

可爱小发发

2021-05-05

分析了这么多，美股跌它必跌

抱歉，原内容已删除

可爱小发发

2021-05-04

鲍威尔耶伦你们到底要干什么

抱歉，原内容已删除

可爱小发发

2021-05-04

$Skillz Inc(SKLZ)$你今天这么反常吗

可爱小发发

2021-05-04

越是市场上让你抛的声音，越不能抛

抱歉，原内容已删除

可爱小发发

2021-05-01

我觉得他最值得投资的地方就是云计算，发展潜力最大

为什么我会说Amazon是最值得长期持有的股票

可爱小发发

2021-04-30

$台积电(TSM)$想问一下台积电大哥，你这么牛，三角形整理还没结束吗？

去老虎APP查看更多动态

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08:54","market":"hk","language":"zh","title":"中信证券：战略看好2022年国内互联网龙头投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2178926476","media":"中信证券研究","summary":"推荐行业竞争地位稳固、新业务&新市场具有拓展空间的龙头厂商。","content":"<p>文丨许英博 陈俊云 王冠然 杨清朴</p>\n<p>年初至今，中概互联网企业大幅回撤近50%，主要反映政策监管带来的预期波动、短期基本面较美股可比公司相对疲软等。源于政策监管框架不断清晰、2022年基本面大概率改善等，我们看好中概互联网板块2022年的投资机会。</p>\n<p>4月10日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>被罚款182.28亿元。10月8日，美团被罚款34.42亿元并退还12.89亿元独家保证金。10月18日，中共中央政治局就推动我国数字经济健康发展进行集体学习。政策监管框架正不断清晰、可预期性不断增强，市场对政策的反应亦边际钝化。经历2021年的大幅投入，叠加宏观经济有望在2021H2触底，我们判断国内互联网板块业绩明年将同比改善。<b>经过前期大幅调整，头部互联网公司的估值已回落至历史低位，风险大幅释放，借鉴美股市场经验，业绩增速中枢下移+业绩高确定性改善的组合，料将推动中概互联网龙头估值水平与海外公司差距不断收窄。</b>此外，国内云计算、海外网络游戏等亦将是国内互联网龙头实现中长期成长性、估值提升的重要支撑。长期维度，我们持续推荐行业竞争地位稳固、新业务&amp;新市场具有拓展空间的龙头厂商。</p>\n<p><b>▍报告缘起：2021年中概互联网板块股价大幅回撤，市场聚焦政策进展、基本面拐点等。</b></p>\n<p>2021年，中概互联网板块明显回撤。截至目前，主要中概互联网公司的最大回撤普遍在40%以上，其中<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、快手的最大回撤幅度超过60%，美团最大回撤59%，腾讯、阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>等回撤幅度均超过40%，而同期业绩相对占优、监管压力相对较小的美股互联网板块大幅上行，并创出历史新高。基于最近和投资者的广泛交流，我们总结认为，针对国内互联网板块，当前需要回答主要问题包括：1)短期：国内互联网企业股价调整是否已经结束，板块布局窗口大概在什么时候，主要的前瞻性指标是什么？2)中长期：基于互联网产业内在逻辑、宏观政策监管等因素的考量，国内互联网产业中长期的竞争格局、成长中枢、估值中枢如何看待？</p>\n<p><b>▍短期分析：政策监管框架逐步清晰，板块基本面大概率在2021年触底。</b></p>\n<p>基于政策、基本面、估值、资金等层面因素综合考量，我们看好中概互联网板块2022年度的投资机会：</p>\n<p>1)政策面，阿里巴巴、美团等反垄断调查最终以罚款形式落地，中央定调数字经济健康发展。我们认为政策将更为聚焦落地执行，能见度逐步提高。同时，我们判断市场对后续政策涉及的领域、影响范围料将有所预期，对后续政策出台的反应将逐步钝化。</p>\n<p>2)基本面，受经济周期、战略性投入等因素影响，2021年大概率为国内互联网板块业绩低点，同时受经济周期，线下成本&amp;费用、人员招聘缓慢恢复等驱动，2021H1基本为美股互联网板块业绩增速高点，自Q3开始料将进入逐步下行通道，中美互联网板块业绩增速差有望在2022年明显收敛；</p>\n<p>3)估值，按照当前市场一致预期(暂不考虑后续业绩预期调整)，现行股价水平下，相较于美股互联网巨头，国内互联网巨头的PE(2022E)具有明显吸引力，从而助力推动全球资金的再平衡过程；</p>\n<p>4)资金，中概互联网经历6月以来的快速抛售、做空之后，近期各项资金指标逐步趋稳，同时进入9月后，卖空资金的比例逐步下调，未平仓的股数出现回落。同时今年以来，阿里、腾讯、百度等企业不断加强回购力度和提高期间内回购上限。</p>\n<p><b>▍长期展望：监管将带来更为规范的市场+龙头效应持续凸显。</b></p>\n<p>伴随近期一系列监管政策的落地，我们认为当前的政策监管将是长周期、系统性的过程，同时结合当前主要监管部门的公开发言和表态，我们尝试总结国内互联网行业的系统性监管框架，判断主要包括：反垄断、数据隐私保护、互联网金融、劳动者权益、青少年保护、歧视性定价等诸多层面。结合已有处罚落地案例、互联网行业内在特性、欧美市场历史参考等，我们判断政策监管带来的长周期影响主要包括：</p>\n<p>1)主旨在于维护行业的长周期健康、稳定发展。既有处罚并未对业务的核心竞争力、运营模式等带来实质性影响；</p>\n<p>2)监管带来行业整体运行成本系统性抬升，并考虑到国内互联网已进入发展成熟阶段，我们判断，龙头公司长期竞争地位有望持续稳固，而短期内在行业缺乏革新性变化的背景下，中长尾互联网企业料将加速出清。</p>\n<p><b>▍估值判断：传统业务增长中枢下移，但源于业绩高确定性改善，长期估值中枢伴随预期改善，与海外公司的差距有望持续收窄。</b></p>\n<p>1)成长性，基于对产业发展阶段、政策监管框架、新兴业务&amp;海外市场等关键维度的分析，我们认为，国内互联网巨头传统消费互联网业务的增长中枢长期料将不断下移，并最终大概率回到略高于同期GDP增速的水平，同时国内云计算、海外网络游戏&amp;短视频等正在成为其中期成长性、估值提升的重要支撑，值得持续跟踪和关注；</p>\n<p>2)估值中枢，伴随国内宏观经济增速的持续下移，国内市场长端利率也有望跟随下移，叠加中概互联网全球化定价的背景，我们判断，业绩增速的下移+业绩高确定性的改善的组合，叠加海外市场2-3倍的PEG，我们判断中概互联网龙头的中长期估值中枢与海外公司的差距有望持续收窄，而新兴业务成长、海外市场拓展带来的业绩端贡献，亦有望构成重要的股指上行催化剂。</p>\n<p><b>▍风险因素：</b></p>\n<p>国内及全球互联网行业监管超预期风险；国内宏观经济不及预期风险；全球地缘政治冲突超预期风险；互联网企业关键运营事故风险；互联网企业在新业务、海外市场发展不及预期风险等。</p>\n<p><b>▍投资策略：</b></p>\n<p>经历2021年的回调后，国内互联网板块估值性价比亦相对突出，叠加基本面触底、中美互联网业绩增速差收敛、全球资金再平衡等系列因素的综合考虑，我们看好中概互联网板块2022年的系统性布局机会。<b>我们判断国内互联网企业传统业务长期增长中枢有望保持略高于同期GDP的水平，头部公司的龙头效应料将持续凸显，从而推动业绩确定性的持续改善，同时国内云计算、海外网络游戏等将是国内互联网企业实现中长期成长性、估值提升的重要支撑。</b></p>\n<p>长期维度，我们认为国内互联网板块理想的投资标的应同时具备如下两项特质：1)各领域龙头公司，且财务稳健，能够支撑新业务、新市场的持续拓展；2)新业务、新市场的布局具有可观的空间，并有望成为中期业绩的重要支撑。持续推荐：阿里巴巴、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、百度、美团、京东、拼多多等。</p>","source":"zxzqyj","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>中信证券：战略看好2022年国内互联网龙头投资机会</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; 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class=\"title\">\n中信证券：战略看好2022年国内互联网龙头投资机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 08:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzUzNTE3NDMwNw==&mid=2247543841&idx=3&sn=256521833420c73b1e52706e42ef1d06&chksm=fa8be1edcdfc68fb63061c49d7bf9c51138755858dc27092ee8ca0cc7508833e1cc2322c29f5&mpshare=1&scene=23&srcid=1026kmCIgQ8gAbnm7zUAe4ZG&sharer_sharetime=1635208859227&sharer_shareid=fbf3e6a28882bb91c07a361d6d431142#rd><strong>中信证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨许英博 陈俊云 王冠然 杨清朴\n年初至今，中概互联网企业大幅回撤近50%，主要反映政策监管带来的预期波动、短期基本面较美股可比公司相对疲软等。源于政策监管框架不断清晰、2022年基本面大概率改善等，我们看好中概互联网板块2022年的投资机会。\n4月10日，阿里巴巴被罚款182.28亿元。10月8日，美团被罚款34.42亿元并退还12.89亿元独家保证金。10月18日，中共中央政治局就推动我国...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzUzNTE3NDMwNw==&mid=2247543841&idx=3&sn=256521833420c73b1e52706e42ef1d06&chksm=fa8be1edcdfc68fb63061c49d7bf9c51138755858dc27092ee8ca0cc7508833e1cc2322c29f5&mpshare=1&scene=23&srcid=1026kmCIgQ8gAbnm7zUAe4ZG&sharer_sharetime=1635208859227&sharer_shareid=fbf3e6a28882bb91c07a361d6d431142#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99660c2bb468cee78b3ee90163758d58","relate_stocks":{"159792":"互联网","160636":"互联网","600030":"中信证券","06030":"中信证券"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzUzNTE3NDMwNw==&mid=2247543841&idx=3&sn=256521833420c73b1e52706e42ef1d06&chksm=fa8be1edcdfc68fb63061c49d7bf9c51138755858dc27092ee8ca0cc7508833e1cc2322c29f5&mpshare=1&scene=23&srcid=1026kmCIgQ8gAbnm7zUAe4ZG&sharer_sharetime=1635208859227&sharer_shareid=fbf3e6a28882bb91c07a361d6d431142#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178926476","content_text":"文丨许英博 陈俊云 王冠然 杨清朴\n年初至今，中概互联网企业大幅回撤近50%，主要反映政策监管带来的预期波动、短期基本面较美股可比公司相对疲软等。源于政策监管框架不断清晰、2022年基本面大概率改善等，我们看好中概互联网板块2022年的投资机会。\n4月10日，阿里巴巴被罚款182.28亿元。10月8日，美团被罚款34.42亿元并退还12.89亿元独家保证金。10月18日，中共中央政治局就推动我国数字经济健康发展进行集体学习。政策监管框架正不断清晰、可预期性不断增强，市场对政策的反应亦边际钝化。经历2021年的大幅投入，叠加宏观经济有望在2021H2触底，我们判断国内互联网板块业绩明年将同比改善。经过前期大幅调整，头部互联网公司的估值已回落至历史低位，风险大幅释放，借鉴美股市场经验，业绩增速中枢下移+业绩高确定性改善的组合，料将推动中概互联网龙头估值水平与海外公司差距不断收窄。此外，国内云计算、海外网络游戏等亦将是国内互联网龙头实现中长期成长性、估值提升的重要支撑。长期维度，我们持续推荐行业竞争地位稳固、新业务&新市场具有拓展空间的龙头厂商。\n▍报告缘起：2021年中概互联网板块股价大幅回撤，市场聚焦政策进展、基本面拐点等。\n2021年，中概互联网板块明显回撤。截至目前，主要中概互联网公司的最大回撤普遍在40%以上，其中百度、拼多多、哔哩哔哩、快手的最大回撤幅度超过60%，美团最大回撤59%，腾讯、阿里、京东、网易等回撤幅度均超过40%，而同期业绩相对占优、监管压力相对较小的美股互联网板块大幅上行，并创出历史新高。基于最近和投资者的广泛交流，我们总结认为，针对国内互联网板块，当前需要回答主要问题包括：1)短期：国内互联网企业股价调整是否已经结束，板块布局窗口大概在什么时候，主要的前瞻性指标是什么？2)中长期：基于互联网产业内在逻辑、宏观政策监管等因素的考量，国内互联网产业中长期的竞争格局、成长中枢、估值中枢如何看待？\n▍短期分析：政策监管框架逐步清晰，板块基本面大概率在2021年触底。\n基于政策、基本面、估值、资金等层面因素综合考量，我们看好中概互联网板块2022年度的投资机会：\n1)政策面，阿里巴巴、美团等反垄断调查最终以罚款形式落地，中央定调数字经济健康发展。我们认为政策将更为聚焦落地执行，能见度逐步提高。同时，我们判断市场对后续政策涉及的领域、影响范围料将有所预期，对后续政策出台的反应将逐步钝化。\n2)基本面，受经济周期、战略性投入等因素影响，2021年大概率为国内互联网板块业绩低点，同时受经济周期，线下成本&费用、人员招聘缓慢恢复等驱动，2021H1基本为美股互联网板块业绩增速高点，自Q3开始料将进入逐步下行通道，中美互联网板块业绩增速差有望在2022年明显收敛；\n3)估值，按照当前市场一致预期(暂不考虑后续业绩预期调整)，现行股价水平下，相较于美股互联网巨头，国内互联网巨头的PE(2022E)具有明显吸引力，从而助力推动全球资金的再平衡过程；\n4)资金，中概互联网经历6月以来的快速抛售、做空之后，近期各项资金指标逐步趋稳，同时进入9月后，卖空资金的比例逐步下调，未平仓的股数出现回落。同时今年以来，阿里、腾讯、百度等企业不断加强回购力度和提高期间内回购上限。\n▍长期展望：监管将带来更为规范的市场+龙头效应持续凸显。\n伴随近期一系列监管政策的落地，我们认为当前的政策监管将是长周期、系统性的过程，同时结合当前主要监管部门的公开发言和表态，我们尝试总结国内互联网行业的系统性监管框架，判断主要包括：反垄断、数据隐私保护、互联网金融、劳动者权益、青少年保护、歧视性定价等诸多层面。结合已有处罚落地案例、互联网行业内在特性、欧美市场历史参考等，我们判断政策监管带来的长周期影响主要包括：\n1)主旨在于维护行业的长周期健康、稳定发展。既有处罚并未对业务的核心竞争力、运营模式等带来实质性影响；\n2)监管带来行业整体运行成本系统性抬升，并考虑到国内互联网已进入发展成熟阶段，我们判断，龙头公司长期竞争地位有望持续稳固，而短期内在行业缺乏革新性变化的背景下，中长尾互联网企业料将加速出清。\n▍估值判断：传统业务增长中枢下移，但源于业绩高确定性改善，长期估值中枢伴随预期改善，与海外公司的差距有望持续收窄。\n1)成长性，基于对产业发展阶段、政策监管框架、新兴业务&海外市场等关键维度的分析，我们认为，国内互联网巨头传统消费互联网业务的增长中枢长期料将不断下移，并最终大概率回到略高于同期GDP增速的水平，同时国内云计算、海外网络游戏&短视频等正在成为其中期成长性、估值提升的重要支撑，值得持续跟踪和关注；\n2)估值中枢，伴随国内宏观经济增速的持续下移，国内市场长端利率也有望跟随下移，叠加中概互联网全球化定价的背景，我们判断，业绩增速的下移+业绩高确定性的改善的组合，叠加海外市场2-3倍的PEG，我们判断中概互联网龙头的中长期估值中枢与海外公司的差距有望持续收窄，而新兴业务成长、海外市场拓展带来的业绩端贡献，亦有望构成重要的股指上行催化剂。\n▍风险因素：\n国内及全球互联网行业监管超预期风险；国内宏观经济不及预期风险；全球地缘政治冲突超预期风险；互联网企业关键运营事故风险；互联网企业在新业务、海外市场发展不及预期风险等。\n▍投资策略：\n经历2021年的回调后，国内互联网板块估值性价比亦相对突出，叠加基本面触底、中美互联网业绩增速差收敛、全球资金再平衡等系列因素的综合考虑，我们看好中概互联网板块2022年的系统性布局机会。我们判断国内互联网企业传统业务长期增长中枢有望保持略高于同期GDP的水平，头部公司的龙头效应料将持续凸显，从而推动业绩确定性的持续改善，同时国内云计算、海外网络游戏等将是国内互联网企业实现中长期成长性、估值提升的重要支撑。\n长期维度，我们认为国内互联网板块理想的投资标的应同时具备如下两项特质：1)各领域龙头公司，且财务稳健，能够支撑新业务、新市场的持续拓展；2)新业务、新市场的布局具有可观的空间，并有望成为中期业绩的重要支撑。持续推荐：阿里巴巴、腾讯控股、百度、美团、京东、拼多多等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856310177,"gmtCreate":1635149832374,"gmtModify":1635149832521,"author":{"id":"3568694338996399","authorId":"3568694338996399","name":"可爱小发发","avatar":"https://static.tigerbbs.com/be208c3ecc2eb06fa83162569bb22cd2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568694338996399","authorIdStr":"3568694338996399"},"themes":[],"htmlText":"<a 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16:18","market":"us","language":"zh","title":"为什么我会说Amazon是最值得长期持有的股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1196589457","media":"一亩三分地海外...","summary":"Microsoft Amazon Apple 和Google是万亿美金俱乐部的成员，这四家公司都是非常伟大和值得投资的公司。我从14年开始每年都在持续买进一定数量的Amazon的股票，6年来从未抛售过","content":"<p>Microsoft Amazon Apple 和Google是万亿美金俱乐部的成员，这四家公司都是非常伟大和值得投资的公司。</p><p>我从14年开始每年都在持续买进一定数量的Amazon的股票，<b>6年来从未抛售过</b>，到今天来看ROI还不错，Amazon作为四个万亿俱乐部的成员之一，<b>在此次疫情中的表现也要好于其他三家</b>。</p><p>需要声明的是我本人并不在Amazon工作，恰恰相反的是我在Amazon最直接的竞争对手阿里巴巴工作超过四年，<b>在retail和cloud方面有一些浅见可以分享</b>，在此抛砖引玉，请各位大佬斧正 ：）</p><p><b>一、商业模式</b></p><p>对比Google超过90%的收入来自广告，Amazon的商业模式要<b>健康的多，也更多元化</b>。</p><p>除了最基本的营业收入，还包括Marketplace的commission，Amazon的ads业务也试水了一段时间了，我认为这是对Google最大的打击，因为越来越多的人选择直接在Amazon.com上搜索商品，而不是通过Google。</p><p>去年Pichai在国会反垄断质询时，就举了此例将祸水引向Amazon，除此之外还有Amazon最核心和最赚钱的<b>AWS业务</b>，AWS的revenue仅仅只占Amazon总体revenue的10%，<b>却贡献了Amazon总利润的60%+</b>，足可见cash cow的地位。</p><p>而AWS在云计算处于绝对垄断的地位，为什么Azure和GCP包括Alibaba Cloud不会对AWS构成威胁，我后面会详细展开。</p><p>创新业务方面，Amazon的Kindle、Alexa、Go Store都是同行业最大，做的最好的，收入的多元化，让Amazon有着更健康的商业模式。</p><p>值得一提的是，<b>Alibaba选择了一条跟Amazon完全不同的商业模式</b>，Alibaba是C2C，也就是第三方卖家主导，这是中国国情决定的，也是<b>Amazon败走中国的关键因素</b>。</p><p>Alibaba超过90%的收入也是来自广告，在cainiao网络成立之前，阿里是不碰物流的，全部外包给第三方物流公司。</p><p>随着时间的推移，我们发现对物流缺乏管控会大大损伤消费者的体验，所以这些年像天猫超市、天猫国际等等业务，<b>都是自采自销，由cn在各地的仓储统一发货</b>，其实淘宝天猫头部商家也会根据阿里提供的销售预测提前备货到cn本地仓，加快物流的履约。</p><p>这一套体系<b>基本是照搬Amazon Fullfillment</b>，因为Amazon在物流方面已经深耕多年，这个世界上不可能有第二个公司能比Amazon做的更好了</p><p><b>二、商业护城河</b></p><p>如果今天美团给你一张大额优惠券，你可能就不会用doordash了，但是如果有另一家小的电商网站比Amazon便宜10%，<b>你或许还是会用Amazon</b>，因为你不确定小的网站物流是否高效，商品质量是否有保证，售后服务是否有Amazon这么好，其中还包括对消费者隐私的保护，这就是商业的护城河。</p><p>在我看来，Amazon的北美地区具有极高的商业护城河，让其他的公司根本没办法参与竞争。</p><p>首先是对比实体商店Amazon拥有<b>更低廉的价格</b>，通过prime会员提供次日达、影视、音乐等服务，同时<b>售后退款政策好到令人发指</b>。</p><p>如果你去看Jeff Bezos 1999年的访谈，他就提到Amazon从来不会care竞争对手在做什么，而且一如既往的为客户提供最好的体验，并且Jeff多次提到不会care短期的利益，<b>而且专注长期的利益</b>，Amazon在上市的前八年从来没有盈利过，通过压低价格让竞争对手破产、或者无法进入这个领域。</p><p>同样的套路还适用于AWS的发展，在Google靠着点击广告的印钞机赚的盆满钵满之时，看着AWS微薄的利润，根本提不起兴趣，其实这都是Jeff的障眼法，<b>Amazon凭借优质的用户体验和多年不赚钱的代价构建起了极其宽广的护城河</b>。</p><p>过去的几年你经常看到Facebook因为Snap的大火而股价大跌，因为TikTok忧心忡忡，但是你基本看不到有什么公司来挑战Amazon，这就是行业的门槛。</p><p>在今天的北美电商市场，<b>已经不可能有公司能挑战Amazon了</b>，甚至都不可能有公司有兴趣进入这个行业，因为根本没什么机会，就单单这套Fullfillment的体系，没有200亿美金的投入就别想弄起来。</p><p><b>三、云计算</b></p><p>AWS的故事可以说是科技行业这十五年来最精彩和最富有传奇色彩的故事。</p><p>为了解决大促后服务器资源剩余的问题，Amazon的几个天才工程师提出了云计算这个概念，并且深深的影响了这个时代。</p><p>现在绝大部分创业公司，包括明星创业公司例如Airbnb、Uber等等都是run on AWS，<b>AWS可能会深刻变革程序员这个行业</b>，未来不再需要很多的程序员，对于中小型公司可能只需要1-2个精通AWS配置的程序员就足够了。</p><p>十几年前一位来自南非的天才工程师，希望能回家工作，因此向公司提出辞呈，<b>Amazon为了挽留这位工程师，决定在南非首都开普敦开设第一间位于非洲的研发中心</b>，最初的员工只有他一个人，就是在这个远离西雅图的office，开发出了AWS最核心的EC2产品，今天的AWS市场份额是剩余第二名到第十名加起来的总和还要多。</p><p>阿里云在中国处于绝对垄断地位，即使是这样，全球的份额却不到AWS的10%，营收和利润就差的更远，并且因为仅仅是local的业务，而AWS面向全球，未来的增长潜力也差出去很多。</p><p>为什么Azure和GCP都不是AWS的竞争对手呢？如果你参看微软的财报，微软是通过把office365的收入并表，借此来造成跟AWS差距在减少的假象，其实这是左手倒右手的把戏，并没有什么核心竞争力。</p><p>云计算最核心的是看Iaas层(Infrastructure as a service)的竞争，GCP和Azure根本上不了台面，Google效仿Azure将Google Suite的收入并表，带来股价的大涨，实际上后劲完全不足。</p><p>我记得我在阿里的时候，一位阿里云的高管就跟我说过，\"<b>在云计算这个行业，没有严格意义上的第二名，AWS代表整个行业</b>\"，事实上也确实如此。每次AWS reinvent上发布的新产品，总会在1-2年后出现在Azure和阿里云的产品库中。</p><p>就目前来看，微软、谷歌、阿里云在云计算方面并没有让我眼前一亮的产品，<b>谷歌其实是很有希望的</b>，在AWS Lambda横空出世之前Google的App Engine其实就是serverless的典型代表，可惜执行力差出去太多。</p><p>我曾经对GCP抱有希望，因为Google拥有深厚的技术功底，但是之前因为公司价值观退出国防部百亿美金大单的竞标，和一系列完全不成熟的行为，让我对GCP彻底丧失希望，云计算这块，谷歌不会做很久，不信我们拭目以待。</p><p>因为时间匆忙，就写这么多，其实Amazon还有很多很精彩的业务布局和技术探索值得讨论。</p><p>比如被Jeff认为和AWS同样重要的Prime业务，比如Amazon的无人机送货业务，比如AWS 的marketplace业务，云产品不同于实体商品，这个marketplace很retail marketplace完全不一样。</p><p>商业世界其实很精彩～</p>","source":"lsy1619143762088","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>为什么我会说Amazon是最值得长期持有的股票</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为什么我会说Amazon是最值得长期持有的股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 16:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/NuSd_KE4RUP_GOAf4IAzSQ><strong>一亩三分地海外...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Amazon Apple 和Google是万亿美金俱乐部的成员，这四家公司都是非常伟大和值得投资的公司。我从14年开始每年都在持续买进一定数量的Amazon的股票，6年来从未抛售过，到今天来看ROI还不错，Amazon作为四个万亿俱乐部的成员之一，在此次疫情中的表现也要好于其他三家。需要声明的是我本人并不在Amazon工作，恰恰相反的是我在Amazon最直接的竞争对手阿里巴巴...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NuSd_KE4RUP_GOAf4IAzSQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/33a7c3b01fe631a9615e5ce7fd89ba66","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://mp.weixin.qq.com/s/NuSd_KE4RUP_GOAf4IAzSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196589457","content_text":"Microsoft Amazon Apple 和Google是万亿美金俱乐部的成员，这四家公司都是非常伟大和值得投资的公司。我从14年开始每年都在持续买进一定数量的Amazon的股票，6年来从未抛售过，到今天来看ROI还不错，Amazon作为四个万亿俱乐部的成员之一，在此次疫情中的表现也要好于其他三家。需要声明的是我本人并不在Amazon工作，恰恰相反的是我在Amazon最直接的竞争对手阿里巴巴工作超过四年，在retail和cloud方面有一些浅见可以分享，在此抛砖引玉，请各位大佬斧正 ：）一、商业模式对比Google超过90%的收入来自广告，Amazon的商业模式要健康的多，也更多元化。除了最基本的营业收入，还包括Marketplace的commission，Amazon的ads业务也试水了一段时间了，我认为这是对Google最大的打击，因为越来越多的人选择直接在Amazon.com上搜索商品，而不是通过Google。去年Pichai在国会反垄断质询时，就举了此例将祸水引向Amazon，除此之外还有Amazon最核心和最赚钱的AWS业务，AWS的revenue仅仅只占Amazon总体revenue的10%，却贡献了Amazon总利润的60%+，足可见cash cow的地位。而AWS在云计算处于绝对垄断的地位，为什么Azure和GCP包括Alibaba Cloud不会对AWS构成威胁，我后面会详细展开。创新业务方面，Amazon的Kindle、Alexa、Go Store都是同行业最大，做的最好的，收入的多元化，让Amazon有着更健康的商业模式。值得一提的是，Alibaba选择了一条跟Amazon完全不同的商业模式，Alibaba是C2C，也就是第三方卖家主导，这是中国国情决定的，也是Amazon败走中国的关键因素。Alibaba超过90%的收入也是来自广告，在cainiao网络成立之前，阿里是不碰物流的，全部外包给第三方物流公司。随着时间的推移，我们发现对物流缺乏管控会大大损伤消费者的体验，所以这些年像天猫超市、天猫国际等等业务，都是自采自销，由cn在各地的仓储统一发货，其实淘宝天猫头部商家也会根据阿里提供的销售预测提前备货到cn本地仓，加快物流的履约。这一套体系基本是照搬Amazon Fullfillment，因为Amazon在物流方面已经深耕多年，这个世界上不可能有第二个公司能比Amazon做的更好了二、商业护城河如果今天美团给你一张大额优惠券，你可能就不会用doordash了，但是如果有另一家小的电商网站比Amazon便宜10%，你或许还是会用Amazon，因为你不确定小的网站物流是否高效，商品质量是否有保证，售后服务是否有Amazon这么好，其中还包括对消费者隐私的保护，这就是商业的护城河。在我看来，Amazon的北美地区具有极高的商业护城河，让其他的公司根本没办法参与竞争。首先是对比实体商店Amazon拥有更低廉的价格，通过prime会员提供次日达、影视、音乐等服务，同时售后退款政策好到令人发指。如果你去看Jeff Bezos 1999年的访谈，他就提到Amazon从来不会care竞争对手在做什么，而且一如既往的为客户提供最好的体验，并且Jeff多次提到不会care短期的利益，而且专注长期的利益，Amazon在上市的前八年从来没有盈利过，通过压低价格让竞争对手破产、或者无法进入这个领域。同样的套路还适用于AWS的发展，在Google靠着点击广告的印钞机赚的盆满钵满之时，看着AWS微薄的利润，根本提不起兴趣，其实这都是Jeff的障眼法，Amazon凭借优质的用户体验和多年不赚钱的代价构建起了极其宽广的护城河。过去的几年你经常看到Facebook因为Snap的大火而股价大跌，因为TikTok忧心忡忡，但是你基本看不到有什么公司来挑战Amazon，这就是行业的门槛。在今天的北美电商市场，已经不可能有公司能挑战Amazon了，甚至都不可能有公司有兴趣进入这个行业，因为根本没什么机会，就单单这套Fullfillment的体系，没有200亿美金的投入就别想弄起来。三、云计算AWS的故事可以说是科技行业这十五年来最精彩和最富有传奇色彩的故事。为了解决大促后服务器资源剩余的问题，Amazon的几个天才工程师提出了云计算这个概念，并且深深的影响了这个时代。现在绝大部分创业公司，包括明星创业公司例如Airbnb、Uber等等都是run on AWS，AWS可能会深刻变革程序员这个行业，未来不再需要很多的程序员，对于中小型公司可能只需要1-2个精通AWS配置的程序员就足够了。十几年前一位来自南非的天才工程师，希望能回家工作，因此向公司提出辞呈，Amazon为了挽留这位工程师，决定在南非首都开普敦开设第一间位于非洲的研发中心，最初的员工只有他一个人，就是在这个远离西雅图的office，开发出了AWS最核心的EC2产品，今天的AWS市场份额是剩余第二名到第十名加起来的总和还要多。阿里云在中国处于绝对垄断地位，即使是这样，全球的份额却不到AWS的10%，营收和利润就差的更远，并且因为仅仅是local的业务，而AWS面向全球，未来的增长潜力也差出去很多。为什么Azure和GCP都不是AWS的竞争对手呢？如果你参看微软的财报，微软是通过把office365的收入并表，借此来造成跟AWS差距在减少的假象，其实这是左手倒右手的把戏，并没有什么核心竞争力。云计算最核心的是看Iaas层(Infrastructure as a service)的竞争，GCP和Azure根本上不了台面，Google效仿Azure将Google Suite的收入并表，带来股价的大涨，实际上后劲完全不足。我记得我在阿里的时候，一位阿里云的高管就跟我说过，\"在云计算这个行业，没有严格意义上的第二名，AWS代表整个行业\"，事实上也确实如此。每次AWS reinvent上发布的新产品，总会在1-2年后出现在Azure和阿里云的产品库中。就目前来看，微软、谷歌、阿里云在云计算方面并没有让我眼前一亮的产品，谷歌其实是很有希望的，在AWS Lambda横空出世之前Google的App Engine其实就是serverless的典型代表，可惜执行力差出去太多。我曾经对GCP抱有希望，因为Google拥有深厚的技术功底，但是之前因为公司价值观退出国防部百亿美金大单的竞标，和一系列完全不成熟的行为，让我对GCP彻底丧失希望，云计算这块，谷歌不会做很久，不信我们拭目以待。因为时间匆忙，就写这么多，其实Amazon还有很多很精彩的业务布局和技术探索值得讨论。比如被Jeff认为和AWS同样重要的Prime业务，比如Amazon的无人机送货业务，比如AWS 的marketplace业务，云产品不同于实体商品，这个marketplace很retail 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Inc(OPEN)$感谢加仓机会，三个月翻倍.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/389784439","isVote":1,"tweetType":1,"viewCount":3191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562371368157541","authorId":"3562371368157541","name":"芬妮的小王子","avatar":"https://static.tigerbbs.com/46c793121148d0c0803ebbdaa50bdb59","crmLevel":1,"crmLevelSwitch":0,"idStr":"3562371368157541","authorIdStr":"3562371368157541"},"content":"翻倍保守了[真香]","text":"翻倍保守了[真香]","html":"翻倍保守了[真香]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328733494,"gmtCreate":1615558874718,"gmtModify":1703490902190,"author":{"id":"3568694338996399","authorId":"3568694338996399","name":"可爱小发发","avatar":"https://static.tigerbbs.com/be208c3ecc2eb06fa83162569bb22cd2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568694338996399","authorIdStr":"3568694338996399"},"themes":[],"htmlText":"高盛给出苹果80买入评级，然后之后自己重仓了苹果，信他个鬼","listText":"高盛给出苹果80买入评级，然后之后自己重仓了苹果，信他个鬼","text":"高盛给出苹果80买入评级，然后之后自己重仓了苹果，信他个鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/328733494","repostId":"2118953801","repostType":4,"repost":{"id":"2118953801","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1615552340,"share":"https://www.laohu8.com/m/news/2118953801?lang=&edition=full","pubTime":"2021-03-12 20:32","market":"us","language":"zh","title":"投资者不必过度悲观，高盛提出14项逆向投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2118953801","media":"巴伦周刊","summary":"由于10年期美债收益率上升，美股最近出现明显分化，科技股接连受挫。但$高盛$认为，收益率上升的现象对一些成长股的不利影响可能不像投资者认为的那么大，投资者不必过度悲观。最近美国国债收益率一直在上升，华尔街根据这一主题提出了大量选股建议。高盛认为，目前投资者似乎更看重短期增长。隐含“持续期”根据高盛的计算得出。","content":"<p>由于10年期美债收益率上升，美股最近出现明显分化，科技股接连受挫。但<a href=\"https://laohu8.com/S/GS\">高盛</a>认为，收益率上升的现象对一些成长股的不利影响可能不像投资者认为的那么大，投资者不必过度悲观。</p><p>最近美国国债收益率一直在上升，华尔街根据这一主题提出了大量选股建议。但有一个问题：收益率水平（尤其是经通胀调整后的收益率）实际上依然非常低。</p><p><img src=\"https://static.tigerbbs.com/bea1c4d3b4114bc89d62d23d19eacbd7\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\">3月5日，衡量10年期美国国债“真实”收益率的10年期通胀保值债券(TIPS)收益率收于-1.01%，和1月份创下的18年低点-1.08%区别不大。虽然基准10年期美国国债收益率在过去四个月里上升了不少，但华尔街预计，在今年年底或明年年初之前，该收益率仍将保持在2%以下。（编者注：截至发稿，10年期美国国债收益率报1.54%，上升势头趋于缓和；10年期TIPS收益率报-0.74%。）</p><p>这改变了股市的格局。市场起初担心的是，美国国债收益率上升后，投资者将离开股市重新转战债券市场。</p><p>但高盛(Goldman Sachs)策略师认为，<b>由于收益率水平依然较低，而且实际收益率更低，收益率上升的现象对一些成长股的不利影响可能不像投资者认为的那么大</b>。</p><p>高盛在2月7日的研报中写道，“一旦市场充分反映了经济复苏预期，我们预计投资者将再次面对一个美国GDP增速低于2%、利率低于2%的宏观经济局面。”</p><p>具体来说，收益率上升可能不会给被高盛称作“长持续期”(long duration)的股票带来一些人担心的那么大麻烦。“持续期”（duration，或“久期”）这一概念来自债券市场，“长持续期”股票是指那些在很长一段时间后才会实现收入增长并带来回报的股票，当美国国债收益率上升时，这些公司的未来收益会受到侵蚀。</p><p>高盛在2月10日的研报中写道，“长持续期”股票包括一些纳斯达克综合指数中的科技股，以及交易所交易基金<a href=\"https://laohu8.com/S/EEME\">iShares</a> Russell 1000 Growth跟踪的成长股。</p><p>高盛认为，目前投资者似乎更看重短期增长。高盛策略师发现，自去年10月底收益率开始上升以来，“长持续期”股票的表现一直落后于其他成长股。</p><p>策略师们认为，这一趋势可能不会持续，就算会持续，也意味着“长持续期”股票比其他成长股更有吸引力，尤其是在标普500指数估值处于历史高点的情况下。</p><p>当然，一部分“长持续期”股票下跌可能是应该的。比如说，一些这类公司没有多少机会受益于经济增长，因此无法享受经济重启带来的好处。</p><p>因此，除了挑选未来增长速度有望超过同类股票的成长股，高盛也挑选了一些周期股，即那些极易受到全球经济增长速度影响的股票。</p><p>高盛写道，“通过这种折衷策略，投资者可以同时持有成长股和周期股，代价是回报可能会低于纯成长型股票，或低于在特定环境中只使用一种策略时周期股能带来的回报。”</p><p>下表是高盛挑选的14只股票，股价变动和估值是根据FactSet 2月11日的数据计算得出的。高盛认为，押注利率上升的投资者对这些股票的看法过于悲观。</p><p>最初的名单包括大量零售公司和资本品公司，但策略师们强调，和疫情有关的关闭可能扭曲了这些行业公司的销售增长数据，而该数据正是决定股票“持续期”的重要因素。</p><p>因此，零售公司和资本品公司被排除在名单之外。该名单主要以科技股为主，还包括材料股和运输类股。这14只股票均有望因经济复苏受益，如果高盛的筛选方法是正确的，那么它们也能带来长期增长。</p><p><img src=\"https://static.tigerbbs.com/66ce89a2c06f483a9a5cad13cb96c757\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"><b>注释：市盈率和股价涨跌幅数据截至2月11日。隐含“持续期”根据高盛的计算得出。</b></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>投资者不必过度悲观，高盛提出14项逆向投资</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投资者不必过度悲观，高盛提出14项逆向投资\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2021-03-12 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>由于10年期美债收益率上升，美股最近出现明显分化，科技股接连受挫。但<a href=\"https://laohu8.com/S/GS\">高盛</a>认为，收益率上升的现象对一些成长股的不利影响可能不像投资者认为的那么大，投资者不必过度悲观。</p><p>最近美国国债收益率一直在上升，华尔街根据这一主题提出了大量选股建议。但有一个问题：收益率水平（尤其是经通胀调整后的收益率）实际上依然非常低。</p><p><img src=\"https://static.tigerbbs.com/bea1c4d3b4114bc89d62d23d19eacbd7\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\">3月5日，衡量10年期美国国债“真实”收益率的10年期通胀保值债券(TIPS)收益率收于-1.01%，和1月份创下的18年低点-1.08%区别不大。虽然基准10年期美国国债收益率在过去四个月里上升了不少，但华尔街预计，在今年年底或明年年初之前，该收益率仍将保持在2%以下。（编者注：截至发稿，10年期美国国债收益率报1.54%，上升势头趋于缓和；10年期TIPS收益率报-0.74%。）</p><p>这改变了股市的格局。市场起初担心的是，美国国债收益率上升后，投资者将离开股市重新转战债券市场。</p><p>但高盛(Goldman Sachs)策略师认为，<b>由于收益率水平依然较低，而且实际收益率更低，收益率上升的现象对一些成长股的不利影响可能不像投资者认为的那么大</b>。</p><p>高盛在2月7日的研报中写道，“一旦市场充分反映了经济复苏预期，我们预计投资者将再次面对一个美国GDP增速低于2%、利率低于2%的宏观经济局面。”</p><p>具体来说，收益率上升可能不会给被高盛称作“长持续期”(long duration)的股票带来一些人担心的那么大麻烦。“持续期”（duration，或“久期”）这一概念来自债券市场，“长持续期”股票是指那些在很长一段时间后才会实现收入增长并带来回报的股票，当美国国债收益率上升时，这些公司的未来收益会受到侵蚀。</p><p>高盛在2月10日的研报中写道，“长持续期”股票包括一些纳斯达克综合指数中的科技股，以及交易所交易基金<a href=\"https://laohu8.com/S/EEME\">iShares</a> Russell 1000 Growth跟踪的成长股。</p><p>高盛认为，目前投资者似乎更看重短期增长。高盛策略师发现，自去年10月底收益率开始上升以来，“长持续期”股票的表现一直落后于其他成长股。</p><p>策略师们认为，这一趋势可能不会持续，就算会持续，也意味着“长持续期”股票比其他成长股更有吸引力，尤其是在标普500指数估值处于历史高点的情况下。</p><p>当然，一部分“长持续期”股票下跌可能是应该的。比如说，一些这类公司没有多少机会受益于经济增长，因此无法享受经济重启带来的好处。</p><p>因此，除了挑选未来增长速度有望超过同类股票的成长股，高盛也挑选了一些周期股，即那些极易受到全球经济增长速度影响的股票。</p><p>高盛写道，“通过这种折衷策略，投资者可以同时持有成长股和周期股，代价是回报可能会低于纯成长型股票，或低于在特定环境中只使用一种策略时周期股能带来的回报。”</p><p>下表是高盛挑选的14只股票，股价变动和估值是根据FactSet 2月11日的数据计算得出的。高盛认为，押注利率上升的投资者对这些股票的看法过于悲观。</p><p>最初的名单包括大量零售公司和资本品公司，但策略师们强调，和疫情有关的关闭可能扭曲了这些行业公司的销售增长数据，而该数据正是决定股票“持续期”的重要因素。</p><p>因此，零售公司和资本品公司被排除在名单之外。该名单主要以科技股为主，还包括材料股和运输类股。这14只股票均有望因经济复苏受益，如果高盛的筛选方法是正确的，那么它们也能带来长期增长。</p><p><img src=\"https://static.tigerbbs.com/66ce89a2c06f483a9a5cad13cb96c757\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\"><b>注释：市盈率和股价涨跌幅数据截至2月11日。隐含“持续期”根据高盛的计算得出。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118953801","content_text":"由于10年期美债收益率上升，美股最近出现明显分化，科技股接连受挫。但高盛认为，收益率上升的现象对一些成长股的不利影响可能不像投资者认为的那么大，投资者不必过度悲观。最近美国国债收益率一直在上升，华尔街根据这一主题提出了大量选股建议。但有一个问题：收益率水平（尤其是经通胀调整后的收益率）实际上依然非常低。3月5日，衡量10年期美国国债“真实”收益率的10年期通胀保值债券(TIPS)收益率收于-1.01%，和1月份创下的18年低点-1.08%区别不大。虽然基准10年期美国国债收益率在过去四个月里上升了不少，但华尔街预计，在今年年底或明年年初之前，该收益率仍将保持在2%以下。（编者注：截至发稿，10年期美国国债收益率报1.54%，上升势头趋于缓和；10年期TIPS收益率报-0.74%。）这改变了股市的格局。市场起初担心的是，美国国债收益率上升后，投资者将离开股市重新转战债券市场。但高盛(Goldman Sachs)策略师认为，由于收益率水平依然较低，而且实际收益率更低，收益率上升的现象对一些成长股的不利影响可能不像投资者认为的那么大。高盛在2月7日的研报中写道，“一旦市场充分反映了经济复苏预期，我们预计投资者将再次面对一个美国GDP增速低于2%、利率低于2%的宏观经济局面。”具体来说，收益率上升可能不会给被高盛称作“长持续期”(long duration)的股票带来一些人担心的那么大麻烦。“持续期”（duration，或“久期”）这一概念来自债券市场，“长持续期”股票是指那些在很长一段时间后才会实现收入增长并带来回报的股票，当美国国债收益率上升时，这些公司的未来收益会受到侵蚀。高盛在2月10日的研报中写道，“长持续期”股票包括一些纳斯达克综合指数中的科技股，以及交易所交易基金iShares Russell 1000 Growth跟踪的成长股。高盛认为，目前投资者似乎更看重短期增长。高盛策略师发现，自去年10月底收益率开始上升以来，“长持续期”股票的表现一直落后于其他成长股。策略师们认为，这一趋势可能不会持续，就算会持续，也意味着“长持续期”股票比其他成长股更有吸引力，尤其是在标普500指数估值处于历史高点的情况下。当然，一部分“长持续期”股票下跌可能是应该的。比如说，一些这类公司没有多少机会受益于经济增长，因此无法享受经济重启带来的好处。因此，除了挑选未来增长速度有望超过同类股票的成长股，高盛也挑选了一些周期股，即那些极易受到全球经济增长速度影响的股票。高盛写道，“通过这种折衷策略，投资者可以同时持有成长股和周期股，代价是回报可能会低于纯成长型股票，或低于在特定环境中只使用一种策略时周期股能带来的回报。”下表是高盛挑选的14只股票，股价变动和估值是根据FactSet 2月11日的数据计算得出的。高盛认为，押注利率上升的投资者对这些股票的看法过于悲观。最初的名单包括大量零售公司和资本品公司，但策略师们强调，和疫情有关的关闭可能扭曲了这些行业公司的销售增长数据，而该数据正是决定股票“持续期”的重要因素。因此，零售公司和资本品公司被排除在名单之外。该名单主要以科技股为主，还包括材料股和运输类股。这14只股票均有望因经济复苏受益，如果高盛的筛选方法是正确的，那么它们也能带来长期增长。注释：市盈率和股价涨跌幅数据截至2月11日。隐含“持续期”根据高盛的计算得出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3503876868145580","authorIdStr":"3503876868145580"},"content":"🐶盛不是白叫的，喊低做多，惯用伎俩","text":"🐶盛不是白叫的，喊低做多，惯用伎俩","html":"🐶盛不是白叫的，喊低做多，惯用伎俩"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385337701,"gmtCreate":1613506006103,"gmtModify":1634553391023,"author":{"id":"3568694338996399","authorId":"3568694338996399","name":"可爱小发发","avatar":"https://static.tigerbbs.com/be208c3ecc2eb06fa83162569bb22cd2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568694338996399","authorIdStr":"3568694338996399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>大家可以等理想财报，理想季度财报应该非常不错","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>大家可以等理想财报，理想季度财报应该非常不错","text":"$理想汽车(LI)$大家可以等理想财报，理想季度财报应该非常不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/385337701","isVote":1,"tweetType":1,"viewCount":4423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565504098630572","authorId":"3565504098630572","name":"阳光小韭","avatar":"https://static.tigerbbs.com/f79edaa280746cca23919ac63191cde0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3565504098630572","authorIdStr":"3565504098630572"},"content":"哎，上次财报也不错，但当天也是跌。","text":"哎，上次财报也不错，但当天也是跌。","html":"哎，上次财报也不错，但当天也是跌。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818422524,"gmtCreate":1630430238268,"gmtModify":1631886726498,"author":{"id":"3568694338996399","authorId":"3568694338996399","name":"可爱小发发","avatar":"https://static.tigerbbs.com/be208c3ecc2eb06fa83162569bb22cd2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568694338996399","authorIdStr":"3568694338996399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>请问一下为什么股价一直涨，量越来越小","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>请问一下为什么股价一直涨，量越来越小","text":"$Opendoor Technologies Inc(OPEN)$请问一下为什么股价一直涨，量越来越小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/818422524","isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571158385138542","authorId":"3571158385138542","name":"心急要吃热豆腐","avatar":"https://static.tigerbbs.com/9e57b0dfa60e6ff1f7876ca4ac8adda4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571158385138542","authorIdStr":"3571158385138542"},"content":"要到前面压力位了，大家都想看看情况，确认突破了再进，保险一点。否则遇压回撤再测试低点就不好了。","text":"要到前面压力位了，大家都想看看情况，确认突破了再进，保险一点。否则遇压回撤再测试低点就不好了。","html":"要到前面压力位了，大家都想看看情况，确认突破了再进，保险一点。否则遇压回撤再测试低点就不好了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357696516,"gmtCreate":1617265622235,"gmtModify":1634521725789,"author":{"id":"3568694338996399","authorId":"3568694338996399","name":"可爱小发发","avatar":"https://static.tigerbbs.com/be208c3ecc2eb06fa83162569bb22cd2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568694338996399","authorIdStr":"3568694338996399"},"themes":[],"htmlText":"难道不是因为美股科技股涨了吗","listText":"难道不是因为美股科技股涨了吗","text":"难道不是因为美股科技股涨了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/357696516","repostId":"1136085659","repostType":4,"repost":{"id":"1136085659","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":1617264985,"share":"https://www.laohu8.com/m/news/1136085659?lang=&edition=full","pubTime":"2021-04-01 16:16","market":"hk","language":"zh","title":"恒生科指暴涨近5%，港股彻底燃爆！发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1136085659","media":"老虎资讯综合","summary":"要闻3月财新中国制造业PMI降至50.6为2020年5月以来最低3月财新中国制造业PMI（采购经理指数）录得50.6，低于2月0.3个百分点，虽然连续第十一个月位于扩张区间，但降至2020年5月以来最","content":"<p><b>要闻</b></p><p><b>3月财新中国制造业PMI降至50.6为2020年5月以来最低</b></p><p>3月财新中国制造业PMI（采购经理指数）录得50.6，低于2月0.3个百分点，虽然连续第十一个月位于扩张区间，但降至2020年5月以来最低值。</p><p><b>商务部：电子商务“十四五”发展规划将于下半年出台</b></p><p>商务部表示，关于电子商务“十四五”发展规划，我们已经面向企业和公众开展了相关的问卷调查，征求了专家学者和地方商务主管部门的意见和建议，目前正在抓紧推进编制工作，计划今年下半年出台。</p><p><b>央行与香港金管局合作已就数字人民币跨境使用进行技术测试</b></p><p>央行研究局局长王信表示，近期，央行与香港金管局合作，就数字人民币跨境使用进行了技术测试，这是常规工作，数字人民币测试场景越来越多。</p><p><b>B站以9.6亿港元战略投资<a href=\"https://laohu8.com/S/02400\">心动公司</a></b></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>宣布以约9.6亿港元战略投资<a href=\"https://laohu8.com/S/02400\">心动公司</a>，双方将在游戏领域建立良好合作关系。根据协议，B站将以42.38港元/股的价格认购<a href=\"https://laohu8.com/S/02400\">心动公司</a>发行的普通股22,660,000股，总认购价格约为9.6亿港元。交易完成后，B站将持有<a href=\"https://laohu8.com/S/02400\">心动公司</a>约4.72%股权。</p><p><b>港股</b></p><p>港股高开高走，午后港股涨幅进一步扩大。截至收盘，恒指涨1.97%，报28938.74点；国企指数涨2.24%，报11217.41点；红筹指数涨0.03%，报4103.17点。</p><p>恒生科技指数暴涨4.71%，大型科技股走强，美团涨超9%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超7%，快手涨超5%，<a href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨超4%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米涨超2%。</p><p><img src=\"https://static.tigerbbs.com/475b52947aed49ab39e7c4eacf6453ae\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/183aa27baa9b5427f86c825078856d6f\" tg-width=\"414\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p><p>医药股集体爆发，药明巨诺涨超11%，<a href=\"https://laohu8.com/S/00853\">微创医疗</a>涨超10%，亚盛医药涨超9%，<a href=\"https://laohu8.com/S/06078\">海吉亚医疗</a>涨超6%。</p><p>消费股爆发，js环球生活涨近20%，<a href=\"https://laohu8.com/S/01585\">雅迪控股</a>涨近13%，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>涨超10%，<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>涨超9%，泡泡玛特涨超8%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>涨超7%，<a href=\"https://laohu8.com/S/600690\">海尔智家</a>涨超6%。</p><p>心动公司爆发大涨超22%，心动公司引入B站和阿里入股，配售事项完成后，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>认购2266万股，涉资9.6亿港元，持股占比4.72%，淘宝中国认购365.8万股，涉资1.55亿港元，持股占比0.76%。</p><p><b>港股彻底被燃爆，发生了什么？</b></p><p>分析人士认为，从大盘的角度来看，还是跟美股有关。隔夜虽然美股三大指数涨跌不一，但今天白天美股期指——特别是纳斯达克指表现非常强劲。经过两天的大反弹，与纳指走势紧密相关的中国核心资产开始有醒悟。</p><p>技术上来看，<a href=\"https://laohu8.com/S/03908\">中金公司</a>表示，短期看，海外中资股市场（MSCI中国指数）在上周大幅下跌后已经逼近超卖区域，预计短期市场可能有所企稳并维持盘整态势，除非国内政策立场或外部环境出现急剧逆转甚至恶化。</p><p>其次，美国长端利率上行斜率缓和，对市场影响钝化，一般来说国债利率的急速上行对高估值股票构成明显利空，但随着利率上行缓和，市场有望迎来喘息时机。</p><p>第三、四月或迎来反弹窗口，兴证策略分析师张忆东一周前曾后续调整空间不大，主要的下跌已经结束，后面会有分化。他表示，二季度有望仍有波折，但风险可能正在提前释放。</p><p>中泰国际策略分析师颜招骏在3月曾表示，今年走势类似2018年年初走势，3月在各种利空消化之后，4月或存在反弹窗口。</p><p>最后，市场迎来一个重大催化剂，港交所冀增加对中概股的吸引力，建议拓宽现行的第二上市制度，容许采用同股同权的大中华非创新型企业回流香港第二上市。</p><p>同时，港交所亦计划给予有意进行双重主要上市的企业更大灵活性，可毋须更改现有的不同投票权（WVR）及可变利益实体（VIE）架构。相关咨询至5月31日。</p><p>个股也相继迎来利好，比如小米造车以及被富时罗素剔除又讨论加入指数，美团大力拓展社区电商，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>被快速纳入恒生科指以及抄底资金对科技、医药、消费的看好等等。</p><p><b>A股</b></p><p>指数全天震荡上行，成交额持续萎缩。指数早间在芯片及抱团股带动下震荡走高；午后，钢铁、有色等周期板块发力，白酒股跟进带动指数进一步上行。截至收盘，沪指涨0.71%，报3466.33点；深成指涨1.46%，报13979.69点；创业板指涨2.06%，报2815.41点。</p><p><img src=\"https://static.tigerbbs.com/82009e06a16d432085906368a804e8de\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>医美概念股全线爆发，<a href=\"https://laohu8.com/S/000516\">国际医学</a>等多股涨停；芯片概念全天强势，<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>涨6%；钢铁板块午后快速拉升，<a href=\"https://laohu8.com/S/000932\">华菱钢铁</a>等股涨停；白酒股同样于午后走强，<a href=\"https://laohu8.com/S/000596\">古井贡酒</a>涨5%；医疗、家电、汽车等板块涨幅靠前。碳中和、新疆振兴、医废处理、注册制次新概念低迷。</p><p>整体看，市场存量博弈，题材快速轮动。两市观望情绪较浓，交投清淡，并再创地量，全天成交额仅6500多亿，个股涨跌参半。</p><p><b>美股</b></p><p>美股三大指数期货集体上扬，纳指期货涨幅居前。美国就业市场复苏加快的迹象增加了对全球经济复苏的乐观情绪，拜登雄心勃勃的重建美国基础设施的计划也增加了增长前景。</p><p><img src=\"https://static.tigerbbs.com/86e2fecf17b5da43f92d45a9fae69676\" tg-width=\"1080\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p>热门中概股盘前集体上扬，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超5%，知乎、雾芯科技涨近5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%。</p><p><b>欧股</b></p><p>欧洲主要国家指数上涨，其中欧洲托斯克50涨0.44%，德国DAX30涨0.65%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.67%，法国CAC40涨0.29%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bc5883e4dd2d76d2dfa1f9928a1fa53\" tg-width=\"824\" tg-height=\"173\" referrerpolicy=\"no-referrer\"><span>数据来源：英为财情</span></p><p><b>原油</b></p><p>国际油价上涨，截至发稿，美油日内涨1.83%，报60.50美元/桶；布油日内涨1.57%，报64美元/桶。</p><p>伊朗出口的增加、OPEC+下调需求预期，令多头有所顾忌，市场普遍关注OPEC+日内召开的部长级会议，会议将讨论5月份产量水平，市场普遍预期OPEC+将维持当前减产规模，可能会给油价提供支撑。沙特方面的态度，需要重点留意。油价暂时处于震荡走势，短线变数较大。</p><p><b>黄金</b></p><p>现货黄金小幅上涨，日内涨0.65%，报1718.49美元/盎司。</p><p>周三金价在近九个月低点的强支撑附近展开反弹，收复了1700关口，削弱了短线看空信号；一部分原因可能是季度末和月末的仓位回补，另一部分原因则是美元的冲高受阻、拜登基建计划提升通胀前景；此外欧美国家疫情的再次恶化，也吸引了一些逢低买盘。本交易日关注美国截至3月27日当周初请失业金人数、美国3月ISM制造业PMI、欧美国家疫情变化和市场对非农数据的预期变化。</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>恒生科指暴涨近5%，港股彻底燃爆！发生了什么？</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恒生科指暴涨近5%，港股彻底燃爆！发生了什么？\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\">2021-04-01 16:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p><p><b>3月财新中国制造业PMI降至50.6为2020年5月以来最低</b></p><p>3月财新中国制造业PMI（采购经理指数）录得50.6，低于2月0.3个百分点，虽然连续第十一个月位于扩张区间，但降至2020年5月以来最低值。</p><p><b>商务部：电子商务“十四五”发展规划将于下半年出台</b></p><p>商务部表示，关于电子商务“十四五”发展规划，我们已经面向企业和公众开展了相关的问卷调查，征求了专家学者和地方商务主管部门的意见和建议，目前正在抓紧推进编制工作，计划今年下半年出台。</p><p><b>央行与香港金管局合作已就数字人民币跨境使用进行技术测试</b></p><p>央行研究局局长王信表示，近期，央行与香港金管局合作，就数字人民币跨境使用进行了技术测试，这是常规工作，数字人民币测试场景越来越多。</p><p><b>B站以9.6亿港元战略投资<a href=\"https://laohu8.com/S/02400\">心动公司</a></b></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>宣布以约9.6亿港元战略投资<a href=\"https://laohu8.com/S/02400\">心动公司</a>，双方将在游戏领域建立良好合作关系。根据协议，B站将以42.38港元/股的价格认购<a href=\"https://laohu8.com/S/02400\">心动公司</a>发行的普通股22,660,000股，总认购价格约为9.6亿港元。交易完成后，B站将持有<a href=\"https://laohu8.com/S/02400\">心动公司</a>约4.72%股权。</p><p><b>港股</b></p><p>港股高开高走，午后港股涨幅进一步扩大。截至收盘，恒指涨1.97%，报28938.74点；国企指数涨2.24%，报11217.41点；红筹指数涨0.03%，报4103.17点。</p><p>恒生科技指数暴涨4.71%，大型科技股走强，美团涨超9%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超7%，快手涨超5%，<a href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨超4%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米涨超2%。</p><p><img src=\"https://static.tigerbbs.com/475b52947aed49ab39e7c4eacf6453ae\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/183aa27baa9b5427f86c825078856d6f\" tg-width=\"414\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p><p>医药股集体爆发，药明巨诺涨超11%，<a href=\"https://laohu8.com/S/00853\">微创医疗</a>涨超10%，亚盛医药涨超9%，<a href=\"https://laohu8.com/S/06078\">海吉亚医疗</a>涨超6%。</p><p>消费股爆发，js环球生活涨近20%，<a href=\"https://laohu8.com/S/01585\">雅迪控股</a>涨近13%，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>涨超10%，<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>涨超9%，泡泡玛特涨超8%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>涨超7%，<a href=\"https://laohu8.com/S/600690\">海尔智家</a>涨超6%。</p><p>心动公司爆发大涨超22%，心动公司引入B站和阿里入股，配售事项完成后，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>认购2266万股，涉资9.6亿港元，持股占比4.72%，淘宝中国认购365.8万股，涉资1.55亿港元，持股占比0.76%。</p><p><b>港股彻底被燃爆，发生了什么？</b></p><p>分析人士认为，从大盘的角度来看，还是跟美股有关。隔夜虽然美股三大指数涨跌不一，但今天白天美股期指——特别是纳斯达克指表现非常强劲。经过两天的大反弹，与纳指走势紧密相关的中国核心资产开始有醒悟。</p><p>技术上来看，<a href=\"https://laohu8.com/S/03908\">中金公司</a>表示，短期看，海外中资股市场（MSCI中国指数）在上周大幅下跌后已经逼近超卖区域，预计短期市场可能有所企稳并维持盘整态势，除非国内政策立场或外部环境出现急剧逆转甚至恶化。</p><p>其次，美国长端利率上行斜率缓和，对市场影响钝化，一般来说国债利率的急速上行对高估值股票构成明显利空，但随着利率上行缓和，市场有望迎来喘息时机。</p><p>第三、四月或迎来反弹窗口，兴证策略分析师张忆东一周前曾后续调整空间不大，主要的下跌已经结束，后面会有分化。他表示，二季度有望仍有波折，但风险可能正在提前释放。</p><p>中泰国际策略分析师颜招骏在3月曾表示，今年走势类似2018年年初走势，3月在各种利空消化之后，4月或存在反弹窗口。</p><p>最后，市场迎来一个重大催化剂，港交所冀增加对中概股的吸引力，建议拓宽现行的第二上市制度，容许采用同股同权的大中华非创新型企业回流香港第二上市。</p><p>同时，港交所亦计划给予有意进行双重主要上市的企业更大灵活性，可毋须更改现有的不同投票权（WVR）及可变利益实体（VIE）架构。相关咨询至5月31日。</p><p>个股也相继迎来利好，比如小米造车以及被富时罗素剔除又讨论加入指数，美团大力拓展社区电商，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>被快速纳入恒生科指以及抄底资金对科技、医药、消费的看好等等。</p><p><b>A股</b></p><p>指数全天震荡上行，成交额持续萎缩。指数早间在芯片及抱团股带动下震荡走高；午后，钢铁、有色等周期板块发力，白酒股跟进带动指数进一步上行。截至收盘，沪指涨0.71%，报3466.33点；深成指涨1.46%，报13979.69点；创业板指涨2.06%，报2815.41点。</p><p><img src=\"https://static.tigerbbs.com/82009e06a16d432085906368a804e8de\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>医美概念股全线爆发，<a href=\"https://laohu8.com/S/000516\">国际医学</a>等多股涨停；芯片概念全天强势，<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>涨6%；钢铁板块午后快速拉升，<a href=\"https://laohu8.com/S/000932\">华菱钢铁</a>等股涨停；白酒股同样于午后走强，<a href=\"https://laohu8.com/S/000596\">古井贡酒</a>涨5%；医疗、家电、汽车等板块涨幅靠前。碳中和、新疆振兴、医废处理、注册制次新概念低迷。</p><p>整体看，市场存量博弈，题材快速轮动。两市观望情绪较浓，交投清淡，并再创地量，全天成交额仅6500多亿，个股涨跌参半。</p><p><b>美股</b></p><p>美股三大指数期货集体上扬，纳指期货涨幅居前。美国就业市场复苏加快的迹象增加了对全球经济复苏的乐观情绪，拜登雄心勃勃的重建美国基础设施的计划也增加了增长前景。</p><p><img src=\"https://static.tigerbbs.com/86e2fecf17b5da43f92d45a9fae69676\" tg-width=\"1080\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p>热门中概股盘前集体上扬，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超5%，知乎、雾芯科技涨近5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%。</p><p><b>欧股</b></p><p>欧洲主要国家指数上涨，其中欧洲托斯克50涨0.44%，德国DAX30涨0.65%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.67%，法国CAC40涨0.29%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bc5883e4dd2d76d2dfa1f9928a1fa53\" tg-width=\"824\" tg-height=\"173\" referrerpolicy=\"no-referrer\"><span>数据来源：英为财情</span></p><p><b>原油</b></p><p>国际油价上涨，截至发稿，美油日内涨1.83%，报60.50美元/桶；布油日内涨1.57%，报64美元/桶。</p><p>伊朗出口的增加、OPEC+下调需求预期，令多头有所顾忌，市场普遍关注OPEC+日内召开的部长级会议，会议将讨论5月份产量水平，市场普遍预期OPEC+将维持当前减产规模，可能会给油价提供支撑。沙特方面的态度，需要重点留意。油价暂时处于震荡走势，短线变数较大。</p><p><b>黄金</b></p><p>现货黄金小幅上涨，日内涨0.65%，报1718.49美元/盎司。</p><p>周三金价在近九个月低点的强支撑附近展开反弹，收复了1700关口，削弱了短线看空信号；一部分原因可能是季度末和月末的仓位回补，另一部分原因则是美元的冲高受阻、拜登基建计划提升通胀前景；此外欧美国家疫情的再次恶化，也吸引了一些逢低买盘。本交易日关注美国截至3月27日当周初请失业金人数、美国3月ISM制造业PMI、欧美国家疫情变化和市场对非农数据的预期变化。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSCCI":"红筹指数",".DJI":"道琼斯","HSCEI":"国企指数",".IXIC":"NASDAQ Composite","HSI":"恒生指数",".SPX":"S&P 500 Index","VUKE.UK":"英国富时100","HSTECH":"恒生科技指数","09999":"网易-S","000001.SH":"上证指数","09988":"阿里巴巴-W","00700":"腾讯控股","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136085659","content_text":"要闻3月财新中国制造业PMI降至50.6为2020年5月以来最低3月财新中国制造业PMI（采购经理指数）录得50.6，低于2月0.3个百分点，虽然连续第十一个月位于扩张区间，但降至2020年5月以来最低值。商务部：电子商务“十四五”发展规划将于下半年出台商务部表示，关于电子商务“十四五”发展规划，我们已经面向企业和公众开展了相关的问卷调查，征求了专家学者和地方商务主管部门的意见和建议，目前正在抓紧推进编制工作，计划今年下半年出台。央行与香港金管局合作已就数字人民币跨境使用进行技术测试央行研究局局长王信表示，近期，央行与香港金管局合作，就数字人民币跨境使用进行了技术测试，这是常规工作，数字人民币测试场景越来越多。B站以9.6亿港元战略投资心动公司哔哩哔哩宣布以约9.6亿港元战略投资心动公司，双方将在游戏领域建立良好合作关系。根据协议，B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股，总认购价格约为9.6亿港元。交易完成后，B站将持有心动公司约4.72%股权。港股港股高开高走，午后港股涨幅进一步扩大。截至收盘，恒指涨1.97%，报28938.74点；国企指数涨2.24%，报11217.41点；红筹指数涨0.03%，报4103.17点。恒生科技指数暴涨4.71%，大型科技股走强，美团涨超9%，腾讯控股涨超7%，快手涨超5%，网易、京东涨超4%，阿里巴巴、小米涨超2%。医药股集体爆发，药明巨诺涨超11%，微创医疗涨超10%，亚盛医药涨超9%，海吉亚医疗涨超6%。消费股爆发，js环球生活涨近20%，雅迪控股涨近13%，长城汽车涨超10%，呷哺呷哺涨超9%，泡泡玛特涨超8%，比亚迪股份涨超7%，海尔智家涨超6%。心动公司爆发大涨超22%，心动公司引入B站和阿里入股，配售事项完成后，哔哩哔哩认购2266万股，涉资9.6亿港元，持股占比4.72%，淘宝中国认购365.8万股，涉资1.55亿港元，持股占比0.76%。港股彻底被燃爆，发生了什么？分析人士认为，从大盘的角度来看，还是跟美股有关。隔夜虽然美股三大指数涨跌不一，但今天白天美股期指——特别是纳斯达克指表现非常强劲。经过两天的大反弹，与纳指走势紧密相关的中国核心资产开始有醒悟。技术上来看，中金公司表示，短期看，海外中资股市场（MSCI中国指数）在上周大幅下跌后已经逼近超卖区域，预计短期市场可能有所企稳并维持盘整态势，除非国内政策立场或外部环境出现急剧逆转甚至恶化。其次，美国长端利率上行斜率缓和，对市场影响钝化，一般来说国债利率的急速上行对高估值股票构成明显利空，但随着利率上行缓和，市场有望迎来喘息时机。第三、四月或迎来反弹窗口，兴证策略分析师张忆东一周前曾后续调整空间不大，主要的下跌已经结束，后面会有分化。他表示，二季度有望仍有波折，但风险可能正在提前释放。中泰国际策略分析师颜招骏在3月曾表示，今年走势类似2018年年初走势，3月在各种利空消化之后，4月或存在反弹窗口。最后，市场迎来一个重大催化剂，港交所冀增加对中概股的吸引力，建议拓宽现行的第二上市制度，容许采用同股同权的大中华非创新型企业回流香港第二上市。同时，港交所亦计划给予有意进行双重主要上市的企业更大灵活性，可毋须更改现有的不同投票权（WVR）及可变利益实体（VIE）架构。相关咨询至5月31日。个股也相继迎来利好，比如小米造车以及被富时罗素剔除又讨论加入指数，美团大力拓展社区电商，哔哩哔哩被快速纳入恒生科指以及抄底资金对科技、医药、消费的看好等等。A股指数全天震荡上行，成交额持续萎缩。指数早间在芯片及抱团股带动下震荡走高；午后，钢铁、有色等周期板块发力，白酒股跟进带动指数进一步上行。截至收盘，沪指涨0.71%，报3466.33点；深成指涨1.46%，报13979.69点；创业板指涨2.06%，报2815.41点。医美概念股全线爆发，国际医学等多股涨停；芯片概念全天强势，韦尔股份涨6%；钢铁板块午后快速拉升，华菱钢铁等股涨停；白酒股同样于午后走强，古井贡酒涨5%；医疗、家电、汽车等板块涨幅靠前。碳中和、新疆振兴、医废处理、注册制次新概念低迷。整体看，市场存量博弈，题材快速轮动。两市观望情绪较浓，交投清淡，并再创地量，全天成交额仅6500多亿，个股涨跌参半。美股美股三大指数期货集体上扬，纳指期货涨幅居前。美国就业市场复苏加快的迹象增加了对全球经济复苏的乐观情绪，拜登雄心勃勃的重建美国基础设施的计划也增加了增长前景。热门中概股盘前集体上扬，拼多多、哔哩哔哩、蔚来涨超5%，知乎、雾芯科技涨近5%，小鹏汽车涨超4%，百度涨超3%，阿里巴巴、京东、理想汽车涨超2%。欧股欧洲主要国家指数上涨，其中欧洲托斯克50涨0.44%，德国DAX30涨0.65%，英国富时100涨0.67%，法国CAC40涨0.29%。数据来源：英为财情原油国际油价上涨，截至发稿，美油日内涨1.83%，报60.50美元/桶；布油日内涨1.57%，报64美元/桶。伊朗出口的增加、OPEC+下调需求预期，令多头有所顾忌，市场普遍关注OPEC+日内召开的部长级会议，会议将讨论5月份产量水平，市场普遍预期OPEC+将维持当前减产规模，可能会给油价提供支撑。沙特方面的态度，需要重点留意。油价暂时处于震荡走势，短线变数较大。黄金现货黄金小幅上涨，日内涨0.65%，报1718.49美元/盎司。周三金价在近九个月低点的强支撑附近展开反弹，收复了1700关口，削弱了短线看空信号；一部分原因可能是季度末和月末的仓位回补，另一部分原因则是美元的冲高受阻、拜登基建计划提升通胀前景；此外欧美国家疫情的再次恶化，也吸引了一些逢低买盘。本交易日关注美国截至3月27日当周初请失业金人数、美国3月ISM制造业PMI、欧美国家疫情变化和市场对非农数据的预期变化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556430317654104","authorId":"3556430317654104","name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556430317654104","authorIdStr":"3556430317654104"},"content":"他们会反着说，因为港股涨了，带动美股大涨， [捂脸] [捂脸] [捂脸]","text":"他们会反着说，因为港股涨了，带动美股大涨， [捂脸] [捂脸] [捂脸]","html":"他们会反着说，因为港股涨了，带动美股大涨， [捂脸] [捂脸] [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382585789,"gmtCreate":1613467396941,"gmtModify":1631889276062,"author":{"id":"3568694338996399","authorId":"3568694338996399","name":"可爱小发发","avatar":"https://static.tigerbbs.com/be208c3ecc2eb06fa83162569bb22cd2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568694338996399","authorIdStr":"3568694338996399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOFV\">$Hall of Fame Resort &amp; Entertainment(HOFV)$</a>价值股，今年能回到十块钱","listText":"<a href=\"https://laohu8.com/S/HOFV\">$Hall of Fame Resort &amp; Entertainment(HOFV)$</a>价值股，今年能回到十块钱","text":"$Hall of Fame Resort & Entertainment(HOFV)$价值股，今年能回到十块钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382585789","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342671762,"gmtCreate":1618215869756,"gmtModify":1631889100195,"author":{"id":"3568694338996399","authorId":"3568694338996399","name":"可爱小发发","avatar":"https://static.tigerbbs.com/be208c3ecc2eb06fa83162569bb22cd2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568694338996399","authorIdStr":"3568694338996399"},"themes":[],"htmlText":"据说蚂蚁金服要放行了","listText":"据说蚂蚁金服要放行了","text":"据说蚂蚁金服要放行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/342671762","repostId":"1139706009","repostType":4,"repost":{"id":"1139706009","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":1618214556,"share":"https://www.laohu8.com/m/news/1139706009?lang=&edition=full","pubTime":"2021-04-12 16:02","market":"us","language":"zh","title":"阿里盘前涨超7%，反垄断处罚影响有望逐渐消化","url":"https://stock-news.laohu8.com/highlight/detail?id=1139706009","media":"老虎资讯综合","summary":"4月12日（周一），阿里巴巴美股盘前涨超7%，阿里CEO张勇表示预计反垄断处罚不会造成重大影响；此外多家投行表示，处罚落地后阿里长期基本面稳定，罚款影响将逐渐消化。阿里巴巴-SW港股今日涨6.51%。","content":"<p>4月12日（周一），<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股盘前涨超7%，阿里CEO张勇表示预计反垄断处罚不会造成重大影响；此外多家投行表示，处罚落地后阿里长期基本面稳定，罚款影响将逐渐消化。</p><p><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>港股今日涨6.51%。</p><p><img src=\"https://static.tigerbbs.com/9796f5e82fdd41eb89e2d2b71f1c3173\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>阿里盘前涨超7%，反垄断处罚影响有望逐渐消化</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; 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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阿里盘前涨超7%，反垄断处罚影响有望逐渐消化\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\">2021-04-12 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月12日（周一），<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股盘前涨超7%，阿里CEO张勇表示预计反垄断处罚不会造成重大影响；此外多家投行表示，处罚落地后阿里长期基本面稳定，罚款影响将逐渐消化。</p><p><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>港股今日涨6.51%。</p><p><img src=\"https://static.tigerbbs.com/9796f5e82fdd41eb89e2d2b71f1c3173\" tg-width=\"840\" tg-height=\"470\" 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