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紫心旋
2022-01-25
$阿什福德酒店管理信托公司(AHT)$
哎呀
紫心旋
2022-01-25
$老虎证券(TIGR)$
哎呀
紫心旋
2022-01-25
$中通快递(ZTO)$
再低一点算了
紫心旋
2022-01-25
$老虎证券(TIGR)$
哎呀!没眼看了
紫心旋
2022-01-23
这篇文章不错,分享给大家
@亿航智能:亿航智能获得日本50架EH216预售订单
紫心旋
2022-01-23
这篇文章不错,分享给大家
@美股研习社:美股掘金 | 议员股神佩洛西的财富密码
紫心旋
2022-01-23
这篇文章不错,分享给大家
@OptionPlus:年度捡钱机会来了!最适合ATVI的期权操作!
紫心旋
2022-01-23
$海天味业(603288)$
怎么过年没涨啊?
紫心旋
2022-01-23
没什么好担心的
奈飞罕见暴跌,美股科技股吓崩了,市场在担心什么?
紫心旋
2022-01-22
怎么做都是错
盘前观察:美联储做错了什么以及市场为何要跌
紫心旋
2022-01-22
$滴滴(DIDI)$
怎么还
紫心旋
2022-01-21
$美国豪斯特酒店(HST)$
差不多啦
紫心旋
2022-01-21
$海天味业(603288)$
一切会好的
紫心旋
2022-01-21
$Twitter(TWTR)$
差得还要有点远
紫心旋
2022-01-21
这篇文章不错,转发给大家看
@话题虎:“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!
紫心旋
2022-01-21
这篇文章不错,转发给大家看
@小虎说英股:以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的$GLENCORE PLC(GLEN.UK)$&nb
紫心旋
2022-01-21
这篇文章不错,转发给大家看
@gugu:2021年投资总结:正确的抄底方式
紫心旋
2022-01-19
$海天味业(603288)$
会涨回来的
紫心旋
2022-01-19
$Sundial Growers Inc.(SNDL)$
没眼看
紫心旋
2022-01-19
这篇文章不错,转给大家看
@库巴财经:经济学家:解决低生育的办法找到了,让75后-85后多生孩子!
去老虎APP查看更多动态
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哎呀!没眼看了","images":[{"img":"https://static.tigerbbs.com/bde56358ed4bb5eebef31e47f4f903b9","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630722254","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630272229,"gmtCreate":1642947552125,"gmtModify":1642947552308,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"这篇文章不错,分享给大家","listText":"这篇文章不错,分享给大家","text":"这篇文章不错,分享给大家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630272229","repostId":"630976407","repostType":1,"repost":{"id":630976407,"gmtCreate":1642683848696,"gmtModify":1642731960724,"author":{"id":"3545283030659470","authorId":"3545283030659470","name":"亿航智能","avatar":"https://static.tigerbbs.com/ef016490dead4163e0a7206e661ce008","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545283030659470","authorIdStr":"3545283030659470"},"themes":[],"title":"亿航智能获得日本50架EH216预售订单","htmlText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","listText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","text":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业$亿航智能(EH)$ 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","images":[{"img":"https://static.tigerbbs.com/c5086aa281e4b1206a4e7fb683f41213","width":"632","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630976407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630272674,"gmtCreate":1642947520349,"gmtModify":1642947520585,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"这篇文章不错,分享给大家","listText":"这篇文章不错,分享给大家","text":"这篇文章不错,分享给大家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630272674","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","listText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","text":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630272991,"gmtCreate":1642947494849,"gmtModify":1642947495041,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"这篇文章不错,分享给大家","listText":"这篇文章不错,分享给大家","text":"这篇文章不错,分享给大家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630272991","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了!最适合ATVI的期权操作!","htmlText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630231280,"gmtCreate":1642893843954,"gmtModify":1642893844232,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a>怎么过年没涨啊?","listText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a>怎么过年没涨啊?","text":"$海天味业(603288)$怎么过年没涨啊?","images":[{"img":"https://static.tigerbbs.com/6ee1246b8329e8460999664d8d90701c","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630231280","isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630231142,"gmtCreate":1642893524430,"gmtModify":1642893524666,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"没什么好担心的","listText":"没什么好担心的","text":"没什么好担心的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630231142","repostId":"1181967997","repostType":4,"repost":{"id":"1181967997","pubTimestamp":1642847696,"share":"https://www.laohu8.com/m/news/1181967997?lang=&edition=full","pubTime":"2022-01-22 18:34","market":"us","language":"zh","title":"奈飞罕见暴跌,美股科技股吓崩了,市场在担心什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181967997","media":"华尔街见闻","summary":"今年的财报季可能不太好过。","content":"<html><head></head><body><p>1月21日的美股市场,奈飞重挫21%,科技股普跌,纳斯达克指数跌超2.7%,一月份跌幅已达12%!</p><p><img src=\"https://static.tigerbbs.com/b9d3ef00c045df5d553b33c23b78adb2\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>奈飞数百亿市值的蒸发固然让市场感到恐惧,但是更投资者担忧的是,这或许只是一个开始。</p><p>先是奈飞用近十年来的最大跌幅告诉市场,今年的财报季可能不太好过。</p><p>资产管理公司Abrdn的投资总监Tim Skiendzielewski表示,在市场经过短期抛售刚刚显露出复苏迹象之时,奈飞引领的财报季开局再度打击了投资者信心。</p><p>再是互动健身平台Peloton同样重击了投资者信心。</p><p>华尔街见闻此前提及,据CNBC报道,周四有内部文件称Peloton将暂停生产自行车和跑步机。消息公布后,当天Peloton股价重挫24%。虽然后来由于公司回应此为不实消息之后,周五股价有所反弹,但是也改变不了Peloton本周累计下跌14%,已经低于其IPO发行价的事实。</p><p><b>一家是全球最大的视频流媒体平台,一家是被称为“健身届苹果”的在线健身平台,看似风马牛不相及的两家公司,却“齐心协力”引发了投资者的极度担忧。</b></p><p>而且下周即将公布季度财报的IBM、微软和英特尔也被放在了同样的<b>“危险区”</b>。</p><p>“回归正常生活”打压科技公司前景</p><p>疫情在之前是如何捧红“居家概念”的,现在就会如何舍弃它。</p><p>虽然奥密克戎浪潮在很多欧美国家仍未消退,但是外界对于这个新毒株的恐惧已经减退很多。</p><p>1月19日,英国首相约翰逊宣布,英国即将结束自12月起实行的“Plan B”计划,取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施,或将于下周四生效。</p><p>1月20日,《华尔街日报》援引美国卫生官员和流行病专家称,美国部分地区的新冠疫情正显示出放缓的迹象,比如东北地区的新冠住院人数开始出现下降。</p><p>同样在1月20日,拜登政府的首席医学顾问福奇也表示“乐观”。他表示至少在短期内,一个人再次感染奥密克戎的概率很低。因为美国最早出现奥密克戎感染的地方,病例数量已经急剧下降。</p><p>数据证明,美国近7天平均每天新增病例约75万例,已经比前一周下降5%。</p><p><b>所以种种迹象均显露出了这样的可能——之前的正常生活可能要回来了。</b></p><p>居家概念“跌落神坛”</p><p>在“正常”的生活中,大家无需花大量时间居家生活和办公,户外活动时间会大大增加,消费者对于电子产品的需求也会有所下降。</p><p><b>而这些居家需求的下降和科技板块的众多分支一一对应。</b></p><p>这就能解释为什么奈飞预计今年一季度新增用户数暴跌,Peloton这种居家健身平台会在三个月跌超70%,以及机构预计PC等电子消费产品销量可能会放缓。</p><p>周四,资产管理公司Piper Sandler的分析师将对AMD的评级从“买入”下调至“持有”,这是基于未来计算机销量的趋势。</p><p>虽然这些科技公司都在努力想要吸引大家的注意力,比如奈飞就在上个季度发布了157部电影、新剧集和现有剧集的新季,比上年同期发布的原创内容数量增加了20%。</p><p>其中不乏《红色通缉令》(Red Notice)和《不要抬头》(Don't Look Up)等多个爆品,但是这还是不足以吸引百万新增用户,也就不足以满足投资者的期望。</p><p>“激进收水”步步临近</p><p>面对美国国内屡破历史新高的通胀水平,以及创下历史地位的失业率,美联储必须开始回收之前释放的流动性。</p><p>在这个背景之下,全球资产“定价之锚”十年期美债收益也随即飙升,依赖未来现金流的科技股更加岌岌可危。</p><p>一旦前景不明朗,投资者很可能想要“落袋为安”,高估值科技股也就成为被抛售的首选。</p><p><b>所以,基本面和资金面可能带来的双重打击,才是市场最担心的地方。</b></p></body></html>","source":"highlight_wallstreetcn","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>奈飞罕见暴跌,美股科技股吓崩了,市场在担心什么?</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奈飞罕见暴跌,美股科技股吓崩了,市场在担心什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 18:34 北京时间 <a href=https://wallstreetcn.com/articles/3650411><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月21日的美股市场,奈飞重挫21%,科技股普跌,纳斯达克指数跌超2.7%,一月份跌幅已达12%!奈飞数百亿市值的蒸发固然让市场感到恐惧,但是更投资者担忧的是,这或许只是一个开始。先是奈飞用近十年来的最大跌幅告诉市场,今年的财报季可能不太好过。资产管理公司Abrdn的投资总监Tim Skiendzielewski表示,在市场经过短期抛售刚刚显露出复苏迹象之时,奈飞引领的财报季开局再度打击了投资者...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3650411\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".IXIC":"NASDAQ Composite","NFLX":"奈飞"},"source_url":"https://wallstreetcn.com/articles/3650411","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1181967997","content_text":"1月21日的美股市场,奈飞重挫21%,科技股普跌,纳斯达克指数跌超2.7%,一月份跌幅已达12%!奈飞数百亿市值的蒸发固然让市场感到恐惧,但是更投资者担忧的是,这或许只是一个开始。先是奈飞用近十年来的最大跌幅告诉市场,今年的财报季可能不太好过。资产管理公司Abrdn的投资总监Tim Skiendzielewski表示,在市场经过短期抛售刚刚显露出复苏迹象之时,奈飞引领的财报季开局再度打击了投资者信心。再是互动健身平台Peloton同样重击了投资者信心。华尔街见闻此前提及,据CNBC报道,周四有内部文件称Peloton将暂停生产自行车和跑步机。消息公布后,当天Peloton股价重挫24%。虽然后来由于公司回应此为不实消息之后,周五股价有所反弹,但是也改变不了Peloton本周累计下跌14%,已经低于其IPO发行价的事实。一家是全球最大的视频流媒体平台,一家是被称为“健身届苹果”的在线健身平台,看似风马牛不相及的两家公司,却“齐心协力”引发了投资者的极度担忧。而且下周即将公布季度财报的IBM、微软和英特尔也被放在了同样的“危险区”。“回归正常生活”打压科技公司前景疫情在之前是如何捧红“居家概念”的,现在就会如何舍弃它。虽然奥密克戎浪潮在很多欧美国家仍未消退,但是外界对于这个新毒株的恐惧已经减退很多。1月19日,英国首相约翰逊宣布,英国即将结束自12月起实行的“Plan B”计划,取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施,或将于下周四生效。1月20日,《华尔街日报》援引美国卫生官员和流行病专家称,美国部分地区的新冠疫情正显示出放缓的迹象,比如东北地区的新冠住院人数开始出现下降。同样在1月20日,拜登政府的首席医学顾问福奇也表示“乐观”。他表示至少在短期内,一个人再次感染奥密克戎的概率很低。因为美国最早出现奥密克戎感染的地方,病例数量已经急剧下降。数据证明,美国近7天平均每天新增病例约75万例,已经比前一周下降5%。所以种种迹象均显露出了这样的可能——之前的正常生活可能要回来了。居家概念“跌落神坛”在“正常”的生活中,大家无需花大量时间居家生活和办公,户外活动时间会大大增加,消费者对于电子产品的需求也会有所下降。而这些居家需求的下降和科技板块的众多分支一一对应。这就能解释为什么奈飞预计今年一季度新增用户数暴跌,Peloton这种居家健身平台会在三个月跌超70%,以及机构预计PC等电子消费产品销量可能会放缓。周四,资产管理公司Piper Sandler的分析师将对AMD的评级从“买入”下调至“持有”,这是基于未来计算机销量的趋势。虽然这些科技公司都在努力想要吸引大家的注意力,比如奈飞就在上个季度发布了157部电影、新剧集和现有剧集的新季,比上年同期发布的原创内容数量增加了20%。其中不乏《红色通缉令》(Red Notice)和《不要抬头》(Don't Look Up)等多个爆品,但是这还是不足以吸引百万新增用户,也就不足以满足投资者的期望。“激进收水”步步临近面对美国国内屡破历史新高的通胀水平,以及创下历史地位的失业率,美联储必须开始回收之前释放的流动性。在这个背景之下,全球资产“定价之锚”十年期美债收益也随即飙升,依赖未来现金流的科技股更加岌岌可危。一旦前景不明朗,投资者很可能想要“落袋为安”,高估值科技股也就成为被抛售的首选。所以,基本面和资金面可能带来的双重打击,才是市场最担心的地方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630699971,"gmtCreate":1642803591587,"gmtModify":1642803591804,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"怎么做都是错","listText":"怎么做都是错","text":"怎么做都是错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630699971","repostId":"1180700708","repostType":4,"repost":{"id":"1180700708","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642772740,"share":"https://www.laohu8.com/m/news/1180700708?lang=&edition=full","pubTime":"2022-01-21 21:45","market":"us","language":"zh","title":"盘前观察:美联储做错了什么以及市场为何要跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1180700708","media":"老虎锐评","summary":"美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。","content":"<html><head></head><body><p>美股盘前下跌,比特币跌到$38,000,奈飞盘前跌19%。</p><p><b>美联储做错了什么以及市场为何要跌</b></p><p>美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。美股这种开局自然就迎合了很多看熊的人的想法,“多年美股牛市到头”这种说法瞬间甚嚣尘上。</p><p>做二级市场首先要敬畏市场,承认自己无知。当人身处某个时间点,其实很难知道自己究竟是深处牛市还是深处熊市,究竟是站在底谷还是站在高峰。这也是我说那些动不动就“新年展望”或者预测“6个月后市场会有一波行情”的说法,都是瞎扯。</p><p>最近美国很多人都在批评美联储,一个比较流行的说法,就是认为美联储货币政策收紧得太晚了。我个人非常反感这种说法,搞得好像大家去当美联储主席,都会比鲍威尔干得好一样。就算美联储提前半年停止量化宽松,就能阻止美国人民年底大手大脚花钱吗?老百姓的钱是美联储发出来的吗?老百姓的补助,那是老百姓选出的代表决定(国会)的。</p><p>再想深一点,就会发现,美国多年追求的政治目标——提高老百姓收入,其实是没有任何意义的,这次给老百姓发钱就是最好的证明。老百姓有钱了就乱花,然后造成港口拥挤供应链混乱,最后的结果就是东西涨价,老百姓得到的正面影响被缩小。所以,社会发展到今天,首要问题根本不是怎么去做大蛋糕,而是怎么去分配蛋糕。人类社会发展了几千年,蛋糕不知道大了几千几万倍,但为何依然社会问题还是存在?单纯追求做大蛋糕没有意义。也别误会我,我没有说不做大蛋糕,我说的是分配比做大更重要。</p><p>有点扯远了,回到美联储的问题。</p><p>美联储的问题在于它对待升息和降息的态度一样。美联储降息,需要和市场和社会充分沟通,告诉社会美联储将输送流动性。因为降息的时候是经济困难的时候,只有美联储充分沟通,才能打消社会的疑虑,让社会的信贷条件依然宽松。但是升息需要美联储充分沟通吗?升息,是因为社会遇到了通货膨胀,美联储跑出来天天说要收紧货币(还没行动),能够让物价下来吗?</p><p>降息,你可以天天喊;升息,你应该悄悄做。</p><p>这一轮美股下调,就是在于1月5日的美联储纪要出来。这一天的10年利率和市场,在美联储纪要出来之后,反向了(下图,蓝线10年利率,红线标普500)。</p><p><img src=\"https://static.tigerbbs.com/3a79175352e13477a06a433eb4d9c95f\" tg-width=\"529\" tg-height=\"277\" width=\"100%\" height=\"auto\"/></p><p>这两根线在正常的市场条件下,应该同涨跌。如果利率上涨而股市下跌,那么证明出现了“股债双杀”的局面,一般这种情况不应该持续太久,这种现象说明市场是拼命避险,只要现金。从最近两天来看,市场的两根线基本上恢复到了通涨跌,只是因为利率前几天涨太快,所以这几天回调一下,把市场也拉下来了。</p><p>我不知道市场什么时候是个底,但是我不觉得现在的困难,比2020年3月的史诗级暴跌严重。至于说金融危机到来的人,我就想问,每次金融危机都是因为钱不够发生的,这次各个渠道都充满了货币,金融危机怎么发生呢?</p><p><b>公司新闻</b></p><p><b>IBM(IBM):彭博:IBM即将与Francisco Partners达成出售沃森健康的交易。 </b></p><p><b>通用汽车(GM):电动SUV凯迪拉克Lyriq已组装完成,预计未来几个月交付客户。</b>此前有消息称,通用汽车考虑在密歇根州的两家工厂投资逾$40亿,以提高其电动车产能。<b> </b></p><p><b>英特尔(INTC):宣布投资$200亿在俄亥俄州建造两所芯片工厂。</b>预计将于 2022年底开始建设,预计 2025年投产。<b> </b></p><p><b>力拓(RIO):塞尔维亚宣布全面停止力拓锂项目并撤销其勘探许可证。 </b></p><p><b>摩根大通(JPM):将CEO戴蒙的2021年年薪提高10%至$3,450万。 </b></p><p><b>Peloton(PTON):针对CNBC报道,CEO表示正考虑可行性选项,包括裁员和限制生产等。</b>该公司表示CNBC关于其内部文件的报道不完整,不反映公司完整战略,并已确定泄密者,正采取适当法律行动。<b> </b></p><p><b>Meta(FB)& Twitter(TWTR):拟开发NFT相关功能。</b>据报道,Meta拟制定计划,允许用户创建和推广NFT;Twitter拟推出NFT头像功能。<b> </b></p><p><b>华纳音乐(WMG):签约元宇宙项目,将打造基于NFT的虚拟偶像。</b>该项目名为“时尚守护者”(Guardians of Fashion,GOF),将为二次元虚拟人物铸造6,888个NFT。这些代币将使用以太坊区块链。<b> </b></p><p><b>微软(MSFT):游戏订阅服务Xbox Game Pass获得了超过2,500万名用户。</b>相较去年同期,用户数量增加700万。<b> </b></p><p><b>新东方(EDU):预期中期亏损净额约$8亿到$9亿。</b>此预期亏损主要由于K-9学科类培训服务的终止对报告期间的总营收产生重大不利影响,及由此所产生的大量额外成本。<b> </b></p><p><b>腾讯音乐(TME):对QQ音乐业务线和腾讯音乐基础架构进行调整,并晋升任命管理人员。</b></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前观察:美联储做错了什么以及市场为何要跌</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前观察:美联储做错了什么以及市场为何要跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-01-21 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股盘前下跌,比特币跌到$38,000,奈飞盘前跌19%。</p><p><b>美联储做错了什么以及市场为何要跌</b></p><p>美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。美股这种开局自然就迎合了很多看熊的人的想法,“多年美股牛市到头”这种说法瞬间甚嚣尘上。</p><p>做二级市场首先要敬畏市场,承认自己无知。当人身处某个时间点,其实很难知道自己究竟是深处牛市还是深处熊市,究竟是站在底谷还是站在高峰。这也是我说那些动不动就“新年展望”或者预测“6个月后市场会有一波行情”的说法,都是瞎扯。</p><p>最近美国很多人都在批评美联储,一个比较流行的说法,就是认为美联储货币政策收紧得太晚了。我个人非常反感这种说法,搞得好像大家去当美联储主席,都会比鲍威尔干得好一样。就算美联储提前半年停止量化宽松,就能阻止美国人民年底大手大脚花钱吗?老百姓的钱是美联储发出来的吗?老百姓的补助,那是老百姓选出的代表决定(国会)的。</p><p>再想深一点,就会发现,美国多年追求的政治目标——提高老百姓收入,其实是没有任何意义的,这次给老百姓发钱就是最好的证明。老百姓有钱了就乱花,然后造成港口拥挤供应链混乱,最后的结果就是东西涨价,老百姓得到的正面影响被缩小。所以,社会发展到今天,首要问题根本不是怎么去做大蛋糕,而是怎么去分配蛋糕。人类社会发展了几千年,蛋糕不知道大了几千几万倍,但为何依然社会问题还是存在?单纯追求做大蛋糕没有意义。也别误会我,我没有说不做大蛋糕,我说的是分配比做大更重要。</p><p>有点扯远了,回到美联储的问题。</p><p>美联储的问题在于它对待升息和降息的态度一样。美联储降息,需要和市场和社会充分沟通,告诉社会美联储将输送流动性。因为降息的时候是经济困难的时候,只有美联储充分沟通,才能打消社会的疑虑,让社会的信贷条件依然宽松。但是升息需要美联储充分沟通吗?升息,是因为社会遇到了通货膨胀,美联储跑出来天天说要收紧货币(还没行动),能够让物价下来吗?</p><p>降息,你可以天天喊;升息,你应该悄悄做。</p><p>这一轮美股下调,就是在于1月5日的美联储纪要出来。这一天的10年利率和市场,在美联储纪要出来之后,反向了(下图,蓝线10年利率,红线标普500)。</p><p><img src=\"https://static.tigerbbs.com/3a79175352e13477a06a433eb4d9c95f\" tg-width=\"529\" tg-height=\"277\" width=\"100%\" height=\"auto\"/></p><p>这两根线在正常的市场条件下,应该同涨跌。如果利率上涨而股市下跌,那么证明出现了“股债双杀”的局面,一般这种情况不应该持续太久,这种现象说明市场是拼命避险,只要现金。从最近两天来看,市场的两根线基本上恢复到了通涨跌,只是因为利率前几天涨太快,所以这几天回调一下,把市场也拉下来了。</p><p>我不知道市场什么时候是个底,但是我不觉得现在的困难,比2020年3月的史诗级暴跌严重。至于说金融危机到来的人,我就想问,每次金融危机都是因为钱不够发生的,这次各个渠道都充满了货币,金融危机怎么发生呢?</p><p><b>公司新闻</b></p><p><b>IBM(IBM):彭博:IBM即将与Francisco Partners达成出售沃森健康的交易。 </b></p><p><b>通用汽车(GM):电动SUV凯迪拉克Lyriq已组装完成,预计未来几个月交付客户。</b>此前有消息称,通用汽车考虑在密歇根州的两家工厂投资逾$40亿,以提高其电动车产能。<b> </b></p><p><b>英特尔(INTC):宣布投资$200亿在俄亥俄州建造两所芯片工厂。</b>预计将于 2022年底开始建设,预计 2025年投产。<b> </b></p><p><b>力拓(RIO):塞尔维亚宣布全面停止力拓锂项目并撤销其勘探许可证。 </b></p><p><b>摩根大通(JPM):将CEO戴蒙的2021年年薪提高10%至$3,450万。 </b></p><p><b>Peloton(PTON):针对CNBC报道,CEO表示正考虑可行性选项,包括裁员和限制生产等。</b>该公司表示CNBC关于其内部文件的报道不完整,不反映公司完整战略,并已确定泄密者,正采取适当法律行动。<b> </b></p><p><b>Meta(FB)& Twitter(TWTR):拟开发NFT相关功能。</b>据报道,Meta拟制定计划,允许用户创建和推广NFT;Twitter拟推出NFT头像功能。<b> </b></p><p><b>华纳音乐(WMG):签约元宇宙项目,将打造基于NFT的虚拟偶像。</b>该项目名为“时尚守护者”(Guardians of Fashion,GOF),将为二次元虚拟人物铸造6,888个NFT。这些代币将使用以太坊区块链。<b> </b></p><p><b>微软(MSFT):游戏订阅服务Xbox Game Pass获得了超过2,500万名用户。</b>相较去年同期,用户数量增加700万。<b> </b></p><p><b>新东方(EDU):预期中期亏损净额约$8亿到$9亿。</b>此预期亏损主要由于K-9学科类培训服务的终止对报告期间的总营收产生重大不利影响,及由此所产生的大量额外成本。<b> </b></p><p><b>腾讯音乐(TME):对QQ音乐业务线和腾讯音乐基础架构进行调整,并晋升任命管理人员。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180700708","content_text":"美股盘前下跌,比特币跌到$38,000,奈飞盘前跌19%。美联储做错了什么以及市场为何要跌美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。美股这种开局自然就迎合了很多看熊的人的想法,“多年美股牛市到头”这种说法瞬间甚嚣尘上。做二级市场首先要敬畏市场,承认自己无知。当人身处某个时间点,其实很难知道自己究竟是深处牛市还是深处熊市,究竟是站在底谷还是站在高峰。这也是我说那些动不动就“新年展望”或者预测“6个月后市场会有一波行情”的说法,都是瞎扯。最近美国很多人都在批评美联储,一个比较流行的说法,就是认为美联储货币政策收紧得太晚了。我个人非常反感这种说法,搞得好像大家去当美联储主席,都会比鲍威尔干得好一样。就算美联储提前半年停止量化宽松,就能阻止美国人民年底大手大脚花钱吗?老百姓的钱是美联储发出来的吗?老百姓的补助,那是老百姓选出的代表决定(国会)的。再想深一点,就会发现,美国多年追求的政治目标——提高老百姓收入,其实是没有任何意义的,这次给老百姓发钱就是最好的证明。老百姓有钱了就乱花,然后造成港口拥挤供应链混乱,最后的结果就是东西涨价,老百姓得到的正面影响被缩小。所以,社会发展到今天,首要问题根本不是怎么去做大蛋糕,而是怎么去分配蛋糕。人类社会发展了几千年,蛋糕不知道大了几千几万倍,但为何依然社会问题还是存在?单纯追求做大蛋糕没有意义。也别误会我,我没有说不做大蛋糕,我说的是分配比做大更重要。有点扯远了,回到美联储的问题。美联储的问题在于它对待升息和降息的态度一样。美联储降息,需要和市场和社会充分沟通,告诉社会美联储将输送流动性。因为降息的时候是经济困难的时候,只有美联储充分沟通,才能打消社会的疑虑,让社会的信贷条件依然宽松。但是升息需要美联储充分沟通吗?升息,是因为社会遇到了通货膨胀,美联储跑出来天天说要收紧货币(还没行动),能够让物价下来吗?降息,你可以天天喊;升息,你应该悄悄做。这一轮美股下调,就是在于1月5日的美联储纪要出来。这一天的10年利率和市场,在美联储纪要出来之后,反向了(下图,蓝线10年利率,红线标普500)。这两根线在正常的市场条件下,应该同涨跌。如果利率上涨而股市下跌,那么证明出现了“股债双杀”的局面,一般这种情况不应该持续太久,这种现象说明市场是拼命避险,只要现金。从最近两天来看,市场的两根线基本上恢复到了通涨跌,只是因为利率前几天涨太快,所以这几天回调一下,把市场也拉下来了。我不知道市场什么时候是个底,但是我不觉得现在的困难,比2020年3月的史诗级暴跌严重。至于说金融危机到来的人,我就想问,每次金融危机都是因为钱不够发生的,这次各个渠道都充满了货币,金融危机怎么发生呢?公司新闻IBM(IBM):彭博:IBM即将与Francisco 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腾讯音乐(TME):对QQ音乐业务线和腾讯音乐基础架构进行调整,并晋升任命管理人员。","news_type":1},"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630699035,"gmtCreate":1642803560450,"gmtModify":1642803560640,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>怎么还","listText":"<a 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href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>差得还要有点远","text":"$Twitter(TWTR)$差得还要有点远","images":[{"img":"https://static.tigerbbs.com/9c4de518ef8629f57d23ba7cd6fd68cb","width":"1176","height":"2141"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630387980","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630384758,"gmtCreate":1642699074023,"gmtModify":1642699074225,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630384758","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1642042398865,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!","htmlText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630384449,"gmtCreate":1642699066707,"gmtModify":1642699072775,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630384449","repostId":"694439580","repostType":1,"repost":{"id":694439580,"gmtCreate":1642069309838,"gmtModify":1642125987972,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3528966054893519","authorIdStr":"3528966054893519"},"themes":[],"title":"来看世界最大开采铀公司官方视频","htmlText":"\n \n \n 以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a> 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&nb\n \n","listText":"以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a> 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&nb","text":"以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的$GLENCORE PLC(GLEN.UK)$&nb","images":[{"img":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694439580","isVote":1,"tweetType":2,"object":{"id":"1d17e32f91dd477a864e538fe5467581","tweetId":"694439580","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4acbc419387702294526378425/w08BKNfGDFMA.mp4","poster":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630384518,"gmtCreate":1642699050546,"gmtModify":1642699050760,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630384518","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结:正确的抄底方式","htmlText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","listText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","text":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:$中国中免(601888)$12.8%,陕西煤业8.8%,东财3.5%美股:$苹果(AAPL)$ 7.7%,meta11%,$InMode Ltd.(INMD)$13.5%中概:$腾讯控股(00700)$31.5%,","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697759118,"gmtCreate":1642602277463,"gmtModify":1642602783626,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"<a 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Inc.(SNDL)$</a>没眼看","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>没眼看","text":"$Sundial Growers Inc.(SNDL)$没眼看","images":[{"img":"https://static.tigerbbs.com/aa03943a686af5441d68987d5cf15070","width":"1176","height":"2240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697759976","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697555412,"gmtCreate":1642530686834,"gmtModify":1642530687071,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568697639951079","authorIdStr":"3568697639951079"},"themes":[],"htmlText":"这篇文章不错,转给大家看","listText":"这篇文章不错,转给大家看","text":"这篇文章不错,转给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697555412","repostId":"694234662","repostType":1,"repost":{"id":694234662,"gmtCreate":1641984553381,"gmtModify":1642033975053,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582524673862453","authorIdStr":"3582524673862453"},"themes":[],"title":"经济学家:解决低生育的办法找到了,让75后-85后多生孩子!","htmlText":"这两天,国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目,“解决低生育的办法找到了”!他的观点是每年用2万亿的钱,用10年时间多生5000万个孩子。带着好奇我也看了这篇报告,跟大家讨论几个有意思的地方。第一个就是任泽平提到的,用2万亿解决低生育问题。说实话生孩子这件事今年热度很高,这经济学家喊出用2万亿去生孩子后,热度就更高了。大家想过没有,这2万亿从何而来?这可是凭空印出来的,也就是超发2万亿货币。现在老百姓可不傻,一听说货币超发就知道不是好事。再说了,真把钱发出去,钱到人家手里了,怎么花你管的住吗?能不能提高生育率暂且不谈,提高物价,房价,那肯定的妥妥的。而且就算这2万亿专款专用了,听起来挺多,但是10年多生5000万,一年就是500万,再加上每年正常出生的1000万新生儿,一共就是1500万,那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子,看病,教育,兴趣爱好,以及后续的就业,买房,结婚,13万够吗?我觉得是不够的。第二个有趣的观点是,任泽平说一定要抓住75后-85后还能生的时间点,让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金,是不可能推动大牛市产生的。你不想办法吸引增量资金入市,却想着让本就不富裕的散户们上杠杆,这能行吗?这经济学家就不长个脑子?最后一个,任泽平坦言别指望90后生孩子,他们连婚都不想结。这倒是大实话,现在的年轻人,宁可自己过也不结婚。你问他们老了咋整,他们只会告诉你:养老院。这是观念问题,可不仅仅是钱的问题。70后那一代有钱吗?但他们是把传宗接代刻在脑子里的。别说三胎,六胎人家也愿意生。但现在不是了,生活压力这么大,没人愿意去生孩子。所以是要解决低生育的问题,是要靠增量资金的(90后,00后),不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了,再谈生孩子的事。","listText":"这两天,国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目,“解决低生育的办法找到了”!他的观点是每年用2万亿的钱,用10年时间多生5000万个孩子。带着好奇我也看了这篇报告,跟大家讨论几个有意思的地方。第一个就是任泽平提到的,用2万亿解决低生育问题。说实话生孩子这件事今年热度很高,这经济学家喊出用2万亿去生孩子后,热度就更高了。大家想过没有,这2万亿从何而来?这可是凭空印出来的,也就是超发2万亿货币。现在老百姓可不傻,一听说货币超发就知道不是好事。再说了,真把钱发出去,钱到人家手里了,怎么花你管的住吗?能不能提高生育率暂且不谈,提高物价,房价,那肯定的妥妥的。而且就算这2万亿专款专用了,听起来挺多,但是10年多生5000万,一年就是500万,再加上每年正常出生的1000万新生儿,一共就是1500万,那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子,看病,教育,兴趣爱好,以及后续的就业,买房,结婚,13万够吗?我觉得是不够的。第二个有趣的观点是,任泽平说一定要抓住75后-85后还能生的时间点,让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金,是不可能推动大牛市产生的。你不想办法吸引增量资金入市,却想着让本就不富裕的散户们上杠杆,这能行吗?这经济学家就不长个脑子?最后一个,任泽平坦言别指望90后生孩子,他们连婚都不想结。这倒是大实话,现在的年轻人,宁可自己过也不结婚。你问他们老了咋整,他们只会告诉你:养老院。这是观念问题,可不仅仅是钱的问题。70后那一代有钱吗?但他们是把传宗接代刻在脑子里的。别说三胎,六胎人家也愿意生。但现在不是了,生活压力这么大,没人愿意去生孩子。所以是要解决低生育的问题,是要靠增量资金的(90后,00后),不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了,再谈生孩子的事。","text":"这两天,国内知名经济学家任泽平发布了一个中国生育报告标题十分引人注目,“解决低生育的办法找到了”!他的观点是每年用2万亿的钱,用10年时间多生5000万个孩子。带着好奇我也看了这篇报告,跟大家讨论几个有意思的地方。第一个就是任泽平提到的,用2万亿解决低生育问题。说实话生孩子这件事今年热度很高,这经济学家喊出用2万亿去生孩子后,热度就更高了。大家想过没有,这2万亿从何而来?这可是凭空印出来的,也就是超发2万亿货币。现在老百姓可不傻,一听说货币超发就知道不是好事。再说了,真把钱发出去,钱到人家手里了,怎么花你管的住吗?能不能提高生育率暂且不谈,提高物价,房价,那肯定的妥妥的。而且就算这2万亿专款专用了,听起来挺多,但是10年多生5000万,一年就是500万,再加上每年正常出生的1000万新生儿,一共就是1500万,那平摊到没个人身上差不多人均13万。扪心自问现在养一个孩子,看病,教育,兴趣爱好,以及后续的就业,买房,结婚,13万够吗?我觉得是不够的。第二个有趣的观点是,任泽平说一定要抓住75后-85后还能生的时间点,让他们想办法多生点。看到这个我都懵逼了。但凡有点投资经验的都知道股市里单靠存量资金,是不可能推动大牛市产生的。你不想办法吸引增量资金入市,却想着让本就不富裕的散户们上杠杆,这能行吗?这经济学家就不长个脑子?最后一个,任泽平坦言别指望90后生孩子,他们连婚都不想结。这倒是大实话,现在的年轻人,宁可自己过也不结婚。你问他们老了咋整,他们只会告诉你:养老院。这是观念问题,可不仅仅是钱的问题。70后那一代有钱吗?但他们是把传宗接代刻在脑子里的。别说三胎,六胎人家也愿意生。但现在不是了,生活压力这么大,没人愿意去生孩子。所以是要解决低生育的问题,是要靠增量资金的(90后,00后),不能光拿一茬韭菜来回割。只有把现在生活压力大的问题解决了,再谈生孩子的事。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694234662","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":170933986,"gmtCreate":1626398784545,"gmtModify":1633927124536,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568697639951079","idStr":"3568697639951079"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>再跌我就加仓","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>再跌我就加仓","text":"$老虎证券(TIGR)$再跌我就加仓","images":[{"img":"https://static.tigerbbs.com/9bbcd80557621933e61564b0844aa5a8","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/170933986","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":172025333,"gmtCreate":1626922125322,"gmtModify":1631885593398,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568697639951079","idStr":"3568697639951079"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>什么情况?","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>什么情况?","text":"$新加坡航空公司(C6L.SI)$什么情况?","images":[{"img":"https://static.tigerbbs.com/fcbdcbd08a093ad920704d9e93b7fb9c","width":"1176","height":"2091"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/172025333","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":184781315,"gmtCreate":1623725202337,"gmtModify":1634029509987,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568697639951079","idStr":"3568697639951079"},"themes":[],"htmlText":"Good 💪","listText":"Good 💪","text":"Good 💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/184781315","repostId":"1112473662","repostType":4,"repost":{"id":"1112473662","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":1623721000,"share":"https://www.laohu8.com/m/news/1112473662?lang=&edition=full","pubTime":"2021-06-15 09:36","market":"us","language":"zh","title":"时代天使一手中签率1.5%,认购750手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1112473662","media":"老虎资讯综合","summary":"6月15日消息,本周二时代天使发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。\n公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份","content":"<p>6月15日消息,本周二<a href=\"https://laohu8.com/S/06699\">时代天使</a>发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。</p>\n<p>公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份最终数目为841.48万股,占发售股份总数的50%(任何超额配股权获行使前)。合共接获792388份有效申请,一手中签率1.5%,认购750手稳中一手。</p>\n<p>此外,国际发售获大幅超额认购,发售股份最终数目为841.48万股(不包括超额分配股份),相当于发售股份总数的50%。老虎资讯整理相关数据如下表:<img src=\"https://static.tigerbbs.com/59668ed8a0d3f43ea5d4bac2319b2d55\" tg-width=\"701\" tg-height=\"589\" referrerpolicy=\"no-referrer\"><b>申购阶梯:</b></p>\n<p>每手200股,入场费34948.66港元。一手中签率1.5%,认购750手稳中一手。</p>\n<p>乙组门槛为3万股,申购所需资金约5242299.63港元。<img src=\"https://static.tigerbbs.com/ba283b41439eead634c95e73e52b3b68\" tg-width=\"1110\" tg-height=\"808\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6251941867d64b573d06a4dc4f827636\" tg-width=\"573\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p>\n<p>据悉,公司是中国领先的隐形矫治解决方案提供商。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%。据同一份资料显示,公司于同年的市场份额为约41.0%。</p>\n<p>于业绩纪录期,公司服务的牙科医生人数由2018年的约1.15万名增至2019年的约1.58万名,并进一步增至2020年的1.99万名。公司的达成案例由2018年的约7.77万个增至2019年的约12.01万个,并进一步增至2020年的13.76万个。</p>\n<p>财务状况方面,于2018年、2019年及2020年,公司的收入分别为人民币4.88亿元、6.46亿元及8.17亿元,2018~2020年的复合增长率达29.26%;净利润分别为5820万元、6770万元及1.51亿元,2018~2020年的复合增长率达61.07%;同期经调整EBITDA(非国际财务报告准则计量)分别为1.29亿元、1.75亿元及2.97亿元。</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>时代天使一手中签率1.5%,认购750手稳中一手</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n时代天使一手中签率1.5%,认购750手稳中一手\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\">2021-06-15 09:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月15日消息,本周二<a href=\"https://laohu8.com/S/06699\">时代天使</a>发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。</p>\n<p>公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份最终数目为841.48万股,占发售股份总数的50%(任何超额配股权获行使前)。合共接获792388份有效申请,一手中签率1.5%,认购750手稳中一手。</p>\n<p>此外,国际发售获大幅超额认购,发售股份最终数目为841.48万股(不包括超额分配股份),相当于发售股份总数的50%。老虎资讯整理相关数据如下表:<img src=\"https://static.tigerbbs.com/59668ed8a0d3f43ea5d4bac2319b2d55\" tg-width=\"701\" tg-height=\"589\" referrerpolicy=\"no-referrer\"><b>申购阶梯:</b></p>\n<p>每手200股,入场费34948.66港元。一手中签率1.5%,认购750手稳中一手。</p>\n<p>乙组门槛为3万股,申购所需资金约5242299.63港元。<img src=\"https://static.tigerbbs.com/ba283b41439eead634c95e73e52b3b68\" tg-width=\"1110\" tg-height=\"808\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6251941867d64b573d06a4dc4f827636\" tg-width=\"573\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p>\n<p>据悉,公司是中国领先的隐形矫治解决方案提供商。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%。据同一份资料显示,公司于同年的市场份额为约41.0%。</p>\n<p>于业绩纪录期,公司服务的牙科医生人数由2018年的约1.15万名增至2019年的约1.58万名,并进一步增至2020年的1.99万名。公司的达成案例由2018年的约7.77万个增至2019年的约12.01万个,并进一步增至2020年的13.76万个。</p>\n<p>财务状况方面,于2018年、2019年及2020年,公司的收入分别为人民币4.88亿元、6.46亿元及8.17亿元,2018~2020年的复合增长率达29.26%;净利润分别为5820万元、6770万元及1.51亿元,2018~2020年的复合增长率达61.07%;同期经调整EBITDA(非国际财务报告准则计量)分别为1.29亿元、1.75亿元及2.97亿元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22fb0a544aa253b668379d9f58bbe5a9","relate_stocks":{"06699":"时代天使"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112473662","content_text":"6月15日消息,本周二时代天使发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。\n公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份最终数目为841.48万股,占发售股份总数的50%(任何超额配股权获行使前)。合共接获792388份有效申请,一手中签率1.5%,认购750手稳中一手。\n此外,国际发售获大幅超额认购,发售股份最终数目为841.48万股(不包括超额分配股份),相当于发售股份总数的50%。老虎资讯整理相关数据如下表:申购阶梯:\n每手200股,入场费34948.66港元。一手中签率1.5%,认购750手稳中一手。\n乙组门槛为3万股,申购所需资金约5242299.63港元。\n据悉,公司是中国领先的隐形矫治解决方案提供商。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%。据同一份资料显示,公司于同年的市场份额为约41.0%。\n于业绩纪录期,公司服务的牙科医生人数由2018年的约1.15万名增至2019年的约1.58万名,并进一步增至2020年的1.99万名。公司的达成案例由2018年的约7.77万个增至2019年的约12.01万个,并进一步增至2020年的13.76万个。\n财务状况方面,于2018年、2019年及2020年,公司的收入分别为人民币4.88亿元、6.46亿元及8.17亿元,2018~2020年的复合增长率达29.26%;净利润分别为5820万元、6770万元及1.51亿元,2018~2020年的复合增长率达61.07%;同期经调整EBITDA(非国际财务报告准则计量)分别为1.29亿元、1.75亿元及2.97亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832248898,"gmtCreate":1629644706214,"gmtModify":1631891136085,"author":{"id":"3568697639951079","authorId":"3568697639951079","name":"紫心旋","avatar":"https://static.tigerbbs.com/c848cb49b3c10f214ad46546a55a9fb9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568697639951079","idStr":"3568697639951079"},"themes":[],"htmlText":"<a 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