一飞千里的个人主页 - 老虎社区

一飞千里

一飞千里

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0勋章

2021-12-10

这篇文章不错，转发给大家看

@Sabre78:$Lucid Group Inc(LCID)$Maybe up too much andwith all bad news sure need to face price correction. Hopefully see brightness after this dripping l.

2021-06-29

来了来了

盘前：WSB最热股出现躁动！波音获超级大单

2021-06-21

Good

抱歉，原内容已删除

2021-06-20

很好

抱歉，原内容已删除

2021-06-20

好的

10年暴增18倍！科技股丰厚的红利你错过了吗？

2021-06-17

恭喜

神舟十二号载人飞船发射圆满成功

2021-06-17

很好

优然牧业一手中签率80%，认购3手稳中一手

2021-06-16

很好

小米牌汽车快了？大规模“急聘”透露最新动向

2021-06-15

哈哈哈哈

抱歉，原内容已删除

2021-03-17

小心为上

抱歉，原内容已删除

2021-03-17

看好,加油哦

抱歉，原内容已删除

2021-03-17

上上上

抱歉，原内容已删除

2021-03-03

回调是正常

抱歉，原内容已删除

2021-02-25

$Churchill Capital Corp IV(CCIV)$ 下到20我全进

2021-02-23

$Churchill Capital Corp IV(CCIV)$ 为什么跌幅那么大

2021-02-21

人有我有....

抱歉，原内容已删除

2021-02-21

听听就好

抱歉，原内容已删除

2021-02-12

$Churchill Capital Corp IV(CCIV)$做小股东

2021-02-12

$Churchill Capital Corp IV(CCIV)$ 做个小股东

2021-02-05

$Churchill Capital Corp IV(CCIV)$飞飞上moon

去老虎APP查看更多动态

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Hopefully see brightness after this dripping 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20:31","market":"us","language":"zh","title":"盘前：WSB最热股出现躁动！波音获超级大单","url":"https://stock-news.laohu8.com/highlight/detail?id=1162469437","media":"老虎资讯综合","summary":"6月29日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.20%；标普500指数期货跌0.05%；纳斯达克100指数期货跌0.21%。市场要闻\n叮咚买菜据悉将美股IPO价格定在指导区间的下限23.","content":"<p>6月29日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.20%；标普500指数期货跌0.05%；纳斯达克100指数期货跌0.21%。<img src=\"https://static.tigerbbs.com/7d882b8bb45ce49dd1161529170d804b\" tg-width=\"828\" tg-height=\"231\" referrerpolicy=\"no-referrer\"><b>市场要闻</b></p>\n<p><a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜据悉将美股IPO价格定在指导区间的下限23.5美元/ADS；</p>\n<p>滴滴据悉将美国IPO价格定在指导价区间上限或超过指导价区间；</p>\n<p>美联航订购200架<a href=\"https://laohu8.com/S/BA\">波音</a>和70架空中客车飞机；</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>港股IPO国际配售部分已录得足额认购；</p>\n<p><a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>将于明日正式于港交所挂牌上市；</p>\n<p>富时罗素：滴滴或有资格被快速纳入富时罗素全球股票指数系列；</p>\n<p>消息称iPhone 13系列定价有望下调：起售价或低于5499元；</p>\n<p>“木头姐”向SEC申请成立比特币ETF，如获批将以ARKB为代号进行交易；</p>\n<p><b>盘前行情</b></p>\n<p>区块链概念盘前走高，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、Marathon Patent、Riot Blockchain涨超4%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，SOS涨超1%。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>盘前涨超3%，摩根士丹利将季度股息增加一倍，并宣布回购最高达120亿美元的股票。</p>\n<p>SoFi Technologies(SOFI.O)盘前涨超4%，目前该股为WSB上讨论度最高的股票。<img src=\"https://static.tigerbbs.com/fbc261b9a0335f2a6889b3bd5fcb7923\" tg-width=\"869\" tg-height=\"629\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/C\">花旗</a>盘前跌近1%，公司维持每股51美分的股息。</p>\n<p>波音盘前上涨1.27%，美国联合航空总共订购了270架波音和空客飞机，包括50架波音737 Max 8、150架波音737 Max 10和70架空客a321neo。</p>\n<p>部分NFT概念盘前走强，<a href=\"https://laohu8.com/S/TAOP\">淘屏</a>涨近5%，LiveXLive Media涨近3%。</p>\n<p><a href=\"https://laohu8.com/S/HOLI\">和利时自动化</a>盘前涨超9%，买方财团拟以每股17.1美元的价格收购公司。</p>\n<p>云企业营销软件Marin Software(MRIN.O)盘前涨超23%。该公司近三日累计涨幅近340%。消息面上，公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。</p>\n<p>Celcuity盘前跌超18%，宣布已开始包销公开发售其普通股股份。</p>\n<p>$阿特斯<a href=\"https://laohu8.com/S/000591\">太阳能</a>(CSIQ)$盘前涨超4%，控股子公司科创板IPO申请获受理，拟募资40亿元。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指集体上涨，截至发稿，德国DAX30指数涨1.01%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.42%、法国CAC40涨0.51%。<img src=\"https://static.tigerbbs.com/8464927d2defbbf0d8878888f274b518\" tg-width=\"828\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><b>原油</b></p>\n<p>美、布两油下跌，截止发稿，WTI原油跌0.22%，报73.07美元/桶；布伦特原油跌0.32%，报74.38美元/桶。</p>\n<p>国际油价受到对燃料需求增长放缓的担忧拖累，因为高传染性新冠变种病毒Delta的新疫情在全球引发了新的行动限制。不过美国页岩油生产商仍坚守暂停扩大指出的承诺，有异于先前几波景气循环荣景时的做法，对油市构成利好。OPEC+会议前多头保持谨慎，建议投资者暂时观望。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内震荡，截止发稿，跌0.47%，报1772.25美元/盎司。</p>\n<p>国际金价延续逾一周的横盘窄幅震荡态势，投资者对美联储将比预期更早收紧货币政策的担忧削弱了黄金的吸引力。技术上看金价仍看跌，下方支撑看向1748美元。但美元指数过去一周徘徊在92整数关口下方，限制了黄金下行空间。</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>盘前：WSB最热股出现躁动！波音获超级大单</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; 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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：WSB最热股出现躁动！波音获超级大单\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\">2021-06-29 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月29日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.20%；标普500指数期货跌0.05%；纳斯达克100指数期货跌0.21%。<img src=\"https://static.tigerbbs.com/7d882b8bb45ce49dd1161529170d804b\" tg-width=\"828\" tg-height=\"231\" referrerpolicy=\"no-referrer\"><b>市场要闻</b></p>\n<p><a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜据悉将美股IPO价格定在指导区间的下限23.5美元/ADS；</p>\n<p>滴滴据悉将美国IPO价格定在指导价区间上限或超过指导价区间；</p>\n<p>美联航订购200架<a href=\"https://laohu8.com/S/BA\">波音</a>和70架空中客车飞机；</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>港股IPO国际配售部分已录得足额认购；</p>\n<p><a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>将于明日正式于港交所挂牌上市；</p>\n<p>富时罗素：滴滴或有资格被快速纳入富时罗素全球股票指数系列；</p>\n<p>消息称iPhone 13系列定价有望下调：起售价或低于5499元；</p>\n<p>“木头姐”向SEC申请成立比特币ETF，如获批将以ARKB为代号进行交易；</p>\n<p><b>盘前行情</b></p>\n<p>区块链概念盘前走高，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、Marathon Patent、Riot Blockchain涨超4%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，SOS涨超1%。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>盘前涨超3%，摩根士丹利将季度股息增加一倍，并宣布回购最高达120亿美元的股票。</p>\n<p>SoFi Technologies(SOFI.O)盘前涨超4%，目前该股为WSB上讨论度最高的股票。<img src=\"https://static.tigerbbs.com/fbc261b9a0335f2a6889b3bd5fcb7923\" tg-width=\"869\" tg-height=\"629\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/C\">花旗</a>盘前跌近1%，公司维持每股51美分的股息。</p>\n<p>波音盘前上涨1.27%，美国联合航空总共订购了270架波音和空客飞机，包括50架波音737 Max 8、150架波音737 Max 10和70架空客a321neo。</p>\n<p>部分NFT概念盘前走强，<a href=\"https://laohu8.com/S/TAOP\">淘屏</a>涨近5%，LiveXLive Media涨近3%。</p>\n<p><a href=\"https://laohu8.com/S/HOLI\">和利时自动化</a>盘前涨超9%，买方财团拟以每股17.1美元的价格收购公司。</p>\n<p>云企业营销软件Marin Software(MRIN.O)盘前涨超23%。该公司近三日累计涨幅近340%。消息面上，公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。</p>\n<p>Celcuity盘前跌超18%，宣布已开始包销公开发售其普通股股份。</p>\n<p>$阿特斯<a href=\"https://laohu8.com/S/000591\">太阳能</a>(CSIQ)$盘前涨超4%，控股子公司科创板IPO申请获受理，拟募资40亿元。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指集体上涨，截至发稿，德国DAX30指数涨1.01%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.42%、法国CAC40涨0.51%。<img src=\"https://static.tigerbbs.com/8464927d2defbbf0d8878888f274b518\" tg-width=\"828\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><b>原油</b></p>\n<p>美、布两油下跌，截止发稿，WTI原油跌0.22%，报73.07美元/桶；布伦特原油跌0.32%，报74.38美元/桶。</p>\n<p>国际油价受到对燃料需求增长放缓的担忧拖累，因为高传染性新冠变种病毒Delta的新疫情在全球引发了新的行动限制。不过美国页岩油生产商仍坚守暂停扩大指出的承诺，有异于先前几波景气循环荣景时的做法，对油市构成利好。OPEC+会议前多头保持谨慎，建议投资者暂时观望。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内震荡，截止发稿，跌0.47%，报1772.25美元/盎司。</p>\n<p>国际金价延续逾一周的横盘窄幅震荡态势，投资者对美联储将比预期更早收紧货币政策的担忧削弱了黄金的吸引力。技术上看金价仍看跌，下方支撑看向1748美元。但美元指数过去一周徘徊在92整数关口下方，限制了黄金下行空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BA":"波音",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162469437","content_text":"6月29日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.20%；标普500指数期货跌0.05%；纳斯达克100指数期货跌0.21%。市场要闻\n叮咚买菜据悉将美股IPO价格定在指导区间的下限23.5美元/ADS；\n滴滴据悉将美国IPO价格定在指导价区间上限或超过指导价区间；\n美联航订购200架波音和70架空中客车飞机；\n小鹏汽车港股IPO国际配售部分已录得足额认购；\n奈雪的茶将于明日正式于港交所挂牌上市；\n富时罗素：滴滴或有资格被快速纳入富时罗素全球股票指数系列；\n消息称iPhone 13系列定价有望下调：起售价或低于5499元；\n“木头姐”向SEC申请成立比特币ETF，如获批将以ARKB为代号进行交易；\n盘前行情\n区块链概念盘前走高，第九城市、Marathon Patent、Riot Blockchain涨超4%，嘉楠科技涨超3%，SOS涨超1%。\n摩根士丹利盘前涨超3%，摩根士丹利将季度股息增加一倍，并宣布回购最高达120亿美元的股票。\nSoFi Technologies(SOFI.O)盘前涨超4%，目前该股为WSB上讨论度最高的股票。花旗盘前跌近1%，公司维持每股51美分的股息。\n波音盘前上涨1.27%，美国联合航空总共订购了270架波音和空客飞机，包括50架波音737 Max 8、150架波音737 Max 10和70架空客a321neo。\n部分NFT概念盘前走强，淘屏涨近5%，LiveXLive Media涨近3%。\n和利时自动化盘前涨超9%，买方财团拟以每股17.1美元的价格收购公司。\n云企业营销软件Marin Software(MRIN.O)盘前涨超23%。该公司近三日累计涨幅近340%。消息面上，公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。\nCelcuity盘前跌超18%，宣布已开始包销公开发售其普通股股份。\n$阿特斯太阳能(CSIQ)$盘前涨超4%，控股子公司科创板IPO申请获受理，拟募资40亿元。\n欧洲市场\n欧洲主要股指集体上涨，截至发稿，德国DAX30指数涨1.01%，英国富时100涨0.42%、法国CAC40涨0.51%。原油\n美、布两油下跌，截止发稿，WTI原油跌0.22%，报73.07美元/桶；布伦特原油跌0.32%，报74.38美元/桶。\n国际油价受到对燃料需求增长放缓的担忧拖累，因为高传染性新冠变种病毒Delta的新疫情在全球引发了新的行动限制。不过美国页岩油生产商仍坚守暂停扩大指出的承诺，有异于先前几波景气循环荣景时的做法，对油市构成利好。OPEC+会议前多头保持谨慎，建议投资者暂时观望。\n黄金\n现货黄金日内震荡，截止发稿，跌0.47%，报1772.25美元/盎司。\n国际金价延续逾一周的横盘窄幅震荡态势，投资者对美联储将比预期更早收紧货币政策的担忧削弱了黄金的吸引力。技术上看金价仍看跌，下方支撑看向1748美元。但美元指数过去一周徘徊在92整数关口下方，限制了黄金下行空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167379839,"gmtCreate":1624249583221,"gmtModify":1634008885943,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167379839","repostId":"1129554767","repostType":4,"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165720840,"gmtCreate":1624158381180,"gmtModify":1634010081981,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165720840","repostId":"2144706272","repostType":4,"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165764556,"gmtCreate":1624158320675,"gmtModify":1634010083758,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"好的","listText":"好的","text":"好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165764556","repostId":"2144702770","repostType":4,"repost":{"id":"2144702770","kind":"highlight","pubTimestamp":1624244088,"share":"https://www.laohu8.com/m/news/2144702770?lang=&edition=full","pubTime":"2021-06-21 10:54","market":"hk","language":"zh","title":"10年暴增18倍！科技股丰厚的红利你错过了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2144702770","media":"新浪财经综合","summary":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股","content":"<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！</p>\n<p>港股市场整体稳步扩张</p>\n<p>港股三大权重行业指数10年来市值变化（见下图）。<img src=\"https://static.tigerbbs.com/6da34a6fd16e9aaad4a45a0705a50187\" tg-width=\"549\" tg-height=\"419\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/623fb4d1a2b1422cabfb3a7f8c65af7c\" tg-width=\"796\" tg-height=\"690\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。</p>\n<p>港股上市公司数量，如下图所示。</p>\n<p><img src=\"https://static.tigerbbs.com/3cc6565025f2f3abf895088cfcf29da7\" tg-width=\"789\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p>\n<p>从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！</p>\n<p>老经济板块低迷</p>\n<p>金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。</p>\n<p><img src=\"https://static.tigerbbs.com/546bcd2e116e4cc22cdd0cf3edebf61d\" tg-width=\"584\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5dd31eaef02347d31d36a54b4594ed2a\" tg-width=\"562\" tg-height=\"522\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。</p>\n<p>香港本地重磅股长实、新鸿基、<a href=\"https://laohu8.com/S/01972\">太古地产</a>、<a href=\"https://laohu8.com/S/00017\">新世界发展</a>等扎堆的地产指数也表现较弱，市值占比从10%降至9%。</p>\n<p>此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。<img src=\"https://static.tigerbbs.com/4b27148417ef1d600426d51d4c161bda\" tg-width=\"537\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>时代选择与港交所自身改革</p>\n<p>近10年，可以说是中国科技公司的黄金10年，阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。<a href=\"https://laohu8.com/S/JD\">京东</a>从连年亏损到如今稳定盈利，市值达到万亿量级。<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。</p>\n<p>近几年的短视频行业强势发展，造就了快手、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。</p>\n<p><img src=\"https://static.tigerbbs.com/2e3dfd73fe60381e50e44793dfc84464\" tg-width=\"570\" tg-height=\"412\" referrerpolicy=\"no-referrer\">一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。</p>\n<p>港交所在2014年错失<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。</p>\n<p>毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！</p>","source":"highlight_sina","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>10年暴增18倍！科技股丰厚的红利你错过了吗？</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\">\n10年暴增18倍！科技股丰厚的红利你错过了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144702770","content_text":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。\n港股上市公司数量，如下图所示。\n\n从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！\n老经济板块低迷\n金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。\n数据来源：Wind\n恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。\n香港本地重磅股长实、新鸿基、太古地产、新世界发展等扎堆的地产指数也表现较弱，市值占比从10%降至9%。\n此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。\n时代选择与港交所自身改革\n近10年，可以说是中国科技公司的黄金10年，阿里、腾讯双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。京东从连年亏损到如今稳定盈利，市值达到万亿量级。百度、网易稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。\n近几年的短视频行业强势发展，造就了快手、哔哩哔哩等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。\n一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。\n港交所在2014年错失阿里巴巴后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。\n毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！","news_type":1},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161011357,"gmtCreate":1623896149379,"gmtModify":1634026209785,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"恭喜","listText":"恭喜","text":"恭喜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161011357","repostId":"1168980380","repostType":4,"repost":{"id":"1168980380","kind":"news","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":1623894420,"share":"https://www.laohu8.com/m/news/1168980380?lang=&edition=full","pubTime":"2021-06-17 09:47","market":"hk","language":"zh","title":"神舟十二号载人飞船发射圆满成功","url":"https://stock-news.laohu8.com/highlight/detail?id=1168980380","media":"老虎资讯综合","summary":"6月17日讯，北京时间2021年6月17日9时22分，搭载神舟十二号载人飞船的长征二号F遥十二运载火箭，在酒泉卫星发射中心点火发射。\n此后，神舟十二号载人飞船与火箭成功分离，进入预定轨道，顺利将聂海胜","content":"<p>6月17日讯，北京时间2021年6月17日9时22分，搭载神舟十二号载人飞船的长征二号F遥十二运载火箭，在酒泉卫星发射中心点火发射。</p>\n<p>此后，神舟十二号载人飞船与火箭成功分离，进入预定轨道，顺利将聂海胜、刘伯明、汤洪波3名航天员送入太空，飞行乘组状态良好，发射取得圆满成功。这是我国载人航天工程立项实施以来的第19次飞行任务，也是空间站阶段的首次载人飞行任务。</p>\n<p>飞船入轨后，将按照预定程序，与天和核心舱进行自主快速交会对接。组合体飞行期间，航天员将进驻天和核心舱，完成为期3个月的在轨驻留，开展机械臂操作、太空出舱等活动，验证航天员长期在轨驻留、再生生保等一系列关键技术。目前，天和核心舱与天舟二号的组合体已进入对接轨道，状态良好，满足与神舟十二号交会对接的任务要求和航天员进驻条件。</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>神舟十二号载人飞船发射圆满成功</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神舟十二号载人飞船发射圆满成功\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\">2021-06-17 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月17日讯，北京时间2021年6月17日9时22分，搭载神舟十二号载人飞船的长征二号F遥十二运载火箭，在酒泉卫星发射中心点火发射。</p>\n<p>此后，神舟十二号载人飞船与火箭成功分离，进入预定轨道，顺利将聂海胜、刘伯明、汤洪波3名航天员送入太空，飞行乘组状态良好，发射取得圆满成功。这是我国载人航天工程立项实施以来的第19次飞行任务，也是空间站阶段的首次载人飞行任务。</p>\n<p>飞船入轨后，将按照预定程序，与天和核心舱进行自主快速交会对接。组合体飞行期间，航天员将进驻天和核心舱，完成为期3个月的在轨驻留，开展机械臂操作、太空出舱等活动，验证航天员长期在轨驻留、再生生保等一系列关键技术。目前，天和核心舱与天舟二号的组合体已进入对接轨道，状态良好，满足与神舟十二号交会对接的任务要求和航天员进驻条件。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7da654ea14b56cbeaf7e4f68dff59fc","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168980380","content_text":"6月17日讯，北京时间2021年6月17日9时22分，搭载神舟十二号载人飞船的长征二号F遥十二运载火箭，在酒泉卫星发射中心点火发射。\n此后，神舟十二号载人飞船与火箭成功分离，进入预定轨道，顺利将聂海胜、刘伯明、汤洪波3名航天员送入太空，飞行乘组状态良好，发射取得圆满成功。这是我国载人航天工程立项实施以来的第19次飞行任务，也是空间站阶段的首次载人飞行任务。\n飞船入轨后，将按照预定程序，与天和核心舱进行自主快速交会对接。组合体飞行期间，航天员将进驻天和核心舱，完成为期3个月的在轨驻留，开展机械臂操作、太空出舱等活动，验证航天员长期在轨驻留、再生生保等一系列关键技术。目前，天和核心舱与天舟二号的组合体已进入对接轨道，状态良好，满足与神舟十二号交会对接的任务要求和航天员进驻条件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161013574,"gmtCreate":1623896132798,"gmtModify":1634026210128,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161013574","repostId":"1186688505","repostType":4,"repost":{"id":"1186688505","kind":"news","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":1623891302,"share":"https://www.laohu8.com/m/news/1186688505?lang=&edition=full","pubTime":"2021-06-17 08:55","market":"hk","language":"zh","title":"优然牧业一手中签率80%，认购3手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1186688505","media":"老虎资讯综合","summary":"6月17日消息，本周四优然牧业发布公告，公司发行7.15亿股股份，每股定价6.98港元，每手1000股，预期将于6月18日上市。\n公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目","content":"<p>6月17日消息，本周四<a href=\"https://laohu8.com/S/09858\">优然牧业</a>发布公告，公司发行7.15亿股股份，每股定价6.98港元，每手1000股，预期将于6月18日上市。</p>\n<p>公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。</p>\n<p>此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：<img src=\"https://static.tigerbbs.com/a2349a0d398ab0b7c627322586dc1995\" tg-width=\"661\" tg-height=\"550\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p>\n<p>每手1000股，入场费8,747.26港元。一手中签率80%，认购3手稳中一手。</p>\n<p>乙组门槛为60万股，申购所需资金约5,248,360.09港元。<img src=\"https://static.tigerbbs.com/183b55b260a699e4eed6d62b7a2b20d9\" tg-width=\"713\" tg-height=\"208\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/baef5fa28b0cc392f49dad86d7d64628\" tg-width=\"721\" tg-height=\"786\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/46328b4384685df91ed4359f3713a90a\" tg-width=\"714\" tg-height=\"329\" referrerpolicy=\"no-referrer\">公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。</p>\n<p>此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：</p>\n<p>筹资用途方面，公司拟将全球发售所得款项净额约32.38亿港元用于以下用途：约75%将分配用于拨付未来两年的投资项目，包括兴建正在建设的牧场、新建的牧场及饲料生产基地并为其购置所需设施设备；约15%或将分配用于牧场购买奶牛；约10%将分配用于营运资金及一般企业用途。</p>\n<p>据悉，优然牧业成立于1984年，曾作为全球排名第五的大型乳制品制造商伊利旗下全资附属公司，2015年将业务从伊利分拆出来运营。目前公司已发展成为中国乳业上游市场的领导者，业务布局覆盖由育种到饲料再到原料奶生产的乳业上游全产业链。</p>\n<p>根据弗若斯特沙利文的资料，<b>按2020年收入计，公司是中国规模最大的乳业上游综合产品和服务提供商。</b>公司通过原料奶及反刍动物养殖系统化解决方案两个业务分部，向大型乳制品制造商提供优质原料奶并向牧场提供反刍动物养殖产品及服务，伊利是优然牧业最大的客户。</p>\n<p>财务数据方面，2018年至2020年公司总营收分别为人民币63.34亿元、76.68亿元及117.81亿元，复合年增长率为36.4%；同期录得净利润6.53亿元、8.02亿元及15.41亿元，复合年增长率为53.6%。</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 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}\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优然牧业一手中签率80%，认购3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\">2021-06-17 08:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月17日消息，本周四<a href=\"https://laohu8.com/S/09858\">优然牧业</a>发布公告，公司发行7.15亿股股份，每股定价6.98港元，每手1000股，预期将于6月18日上市。</p>\n<p>公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。</p>\n<p>此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：<img src=\"https://static.tigerbbs.com/a2349a0d398ab0b7c627322586dc1995\" tg-width=\"661\" tg-height=\"550\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p>\n<p>每手1000股，入场费8,747.26港元。一手中签率80%，认购3手稳中一手。</p>\n<p>乙组门槛为60万股，申购所需资金约5,248,360.09港元。<img src=\"https://static.tigerbbs.com/183b55b260a699e4eed6d62b7a2b20d9\" tg-width=\"713\" tg-height=\"208\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/baef5fa28b0cc392f49dad86d7d64628\" tg-width=\"721\" tg-height=\"786\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/46328b4384685df91ed4359f3713a90a\" tg-width=\"714\" tg-height=\"329\" referrerpolicy=\"no-referrer\">公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。</p>\n<p>此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：</p>\n<p>筹资用途方面，公司拟将全球发售所得款项净额约32.38亿港元用于以下用途：约75%将分配用于拨付未来两年的投资项目，包括兴建正在建设的牧场、新建的牧场及饲料生产基地并为其购置所需设施设备；约15%或将分配用于牧场购买奶牛；约10%将分配用于营运资金及一般企业用途。</p>\n<p>据悉，优然牧业成立于1984年，曾作为全球排名第五的大型乳制品制造商伊利旗下全资附属公司，2015年将业务从伊利分拆出来运营。目前公司已发展成为中国乳业上游市场的领导者，业务布局覆盖由育种到饲料再到原料奶生产的乳业上游全产业链。</p>\n<p>根据弗若斯特沙利文的资料，<b>按2020年收入计，公司是中国规模最大的乳业上游综合产品和服务提供商。</b>公司通过原料奶及反刍动物养殖系统化解决方案两个业务分部，向大型乳制品制造商提供优质原料奶并向牧场提供反刍动物养殖产品及服务，伊利是优然牧业最大的客户。</p>\n<p>财务数据方面，2018年至2020年公司总营收分别为人民币63.34亿元、76.68亿元及117.81亿元，复合年增长率为36.4%；同期录得净利润6.53亿元、8.02亿元及15.41亿元，复合年增长率为53.6%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22fb0a544aa253b668379d9f58bbe5a9","relate_stocks":{"09858":"优然牧业"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186688505","content_text":"6月17日消息，本周四优然牧业发布公告，公司发行7.15亿股股份，每股定价6.98港元，每手1000股，预期将于6月18日上市。\n公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。\n此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：申购阶梯：\n每手1000股，入场费8,747.26港元。一手中签率80%，认购3手稳中一手。\n乙组门槛为60万股，申购所需资金约5,248,360.09港元。公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。\n此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：\n筹资用途方面，公司拟将全球发售所得款项净额约32.38亿港元用于以下用途：约75%将分配用于拨付未来两年的投资项目，包括兴建正在建设的牧场、新建的牧场及饲料生产基地并为其购置所需设施设备；约15%或将分配用于牧场购买奶牛；约10%将分配用于营运资金及一般企业用途。\n据悉，优然牧业成立于1984年，曾作为全球排名第五的大型乳制品制造商伊利旗下全资附属公司，2015年将业务从伊利分拆出来运营。目前公司已发展成为中国乳业上游市场的领导者，业务布局覆盖由育种到饲料再到原料奶生产的乳业上游全产业链。\n根据弗若斯特沙利文的资料，按2020年收入计，公司是中国规模最大的乳业上游综合产品和服务提供商。公司通过原料奶及反刍动物养殖系统化解决方案两个业务分部，向大型乳制品制造商提供优质原料奶并向牧场提供反刍动物养殖产品及服务，伊利是优然牧业最大的客户。\n财务数据方面，2018年至2020年公司总营收分别为人民币63.34亿元、76.68亿元及117.81亿元，复合年增长率为36.4%；同期录得净利润6.53亿元、8.02亿元及15.41亿元，复合年增长率为53.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169193448,"gmtCreate":1623820145184,"gmtModify":1634027576434,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169193448","repostId":"2143764643","repostType":4,"repost":{"id":"2143764643","kind":"highlight","pubTimestamp":1623820002,"share":"https://www.laohu8.com/m/news/2143764643?lang=&edition=full","pubTime":"2021-06-16 13:06","market":"hk","language":"zh","title":"小米牌汽车快了？大规模“急聘”透露最新动向","url":"https://stock-news.laohu8.com/highlight/detail?id=2143764643","media":"证券时报网","summary":"小米造车又有了新动向！\n近日，小米公司官网开始陆续冒出关于自动驾驶的招聘职位，而在每条招聘信息前，都标注有一个“急”字，似乎意味着小米将正式发力造车。\n值得注意的是，招聘网站显示，自动驾驶相关岗位的工","content":"<div>\n<p>小米造车又有了新动向！\n近日，小米公司官网开始陆续冒出关于自动驾驶的招聘职位，而在每条招聘信息前，都标注有一个“急”字，似乎意味着小米将正式发力造车。\n值得注意的是，招聘网站显示，自动驾驶相关岗位的工作地址均为北京海淀区。有分析认为，此举或暗示小米造车项目将落地北京。\n小米造车项目或落地北京\n自今年3月30日小米正式官宣造车后，关于小米汽车项目最终将落地何处一直是业内关注的焦点。\n最早在小米官宣造...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-06-16/doc-ikqcfnca1332384.shtml\">Web Link</a>\n\n</div>\n","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米牌汽车快了？大规模“急聘”透露最新动向\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 13:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-06-16/doc-ikqcfnca1332384.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米造车又有了新动向！\n近日，小米公司官网开始陆续冒出关于自动驾驶的招聘职位，而在每条招聘信息前，都标注有一个“急”字，似乎意味着小米将正式发力造车。\n值得注意的是，招聘网站显示，自动驾驶相关岗位的工作地址均为北京海淀区。有分析认为，此举或暗示小米造车项目将落地北京。\n小米造车项目或落地北京\n自今年3月30日小米正式官宣造车后，关于小米汽车项目最终将落地何处一直是业内关注的焦点。\n最早在小米官宣造...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-06-16/doc-ikqcfnca1332384.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-06-16/doc-ikqcfnca1332384.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2143764643","content_text":"小米造车又有了新动向！\n近日，小米公司官网开始陆续冒出关于自动驾驶的招聘职位，而在每条招聘信息前，都标注有一个“急”字，似乎意味着小米将正式发力造车。\n值得注意的是，招聘网站显示，自动驾驶相关岗位的工作地址均为北京海淀区。有分析认为，此举或暗示小米造车项目将落地北京。\n小米造车项目或落地北京\n自今年3月30日小米正式官宣造车后，关于小米汽车项目最终将落地何处一直是业内关注的焦点。\n最早在小米官宣造车后不久，雷军母校所在地武汉就曾官方回应，高度重视小米官宣造车事件，已第一时间成立工作专班，将主动、热情对接小米。\n武汉相关部门当时还表示，大力发展光纤等高新技术产业的东湖高新区，以及具备成熟汽车生态圈的经开区，都已经将小米新能源汽车项目列为重点招商目标企业。\n不过，从近期小米招聘信息来看，小米造车项目或最终落地北京。\n近日，小米集团在其官网发布多个关于自动驾驶的招聘信息，职位包括：数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台研发、嵌入式软件、控制、感知、高精地图、算法优化、数据平台、仿真平台、传感器、超声波雷达算法、激光点云算法、定位、高级惯导算法等。\n\n这也是自小米官宣造车以来，首次大规模发布自动驾驶相关招聘信息。\n值得一提的是，这些职位的招聘地点均显示在北京海淀区，对此，有不少网友猜测小米汽车研发中心总部或将落户北京。\n当前，汽车行业正处在智能化变革的关键期，有望成为重要性不亚于手机、电视的交互终端，这也是小米从战略上必须投入造车的主要原因。雷军此前也公开表示，小米从造手机到造汽车，是有一定优势的，比如人才的积累。“我们有近3万名员工，基本都是软件工程师。除了电池、底盘、电机以外，造智能汽车很大部分的工作量集中在软件，这就体现出我们的优势。”\n此外，雷军也表示，很多软件架构和技术上的东西是相通的，技术上可以复用。\n比亚迪正和小米洽谈造车合作\n10年投入100亿美元，首期投入100亿元人民币，如此大手笔投资，小米造车项目将与哪些企业合作自然也是业内关注的重点。\n实际上，在小米公布造车消息后，市场便传出多家将与小米合作的车企，其中不乏北汽、长城、东风汽车等，甚至还有雷军早年投资的造车新势力蔚来和小鹏。但当时多数分析认为，小米与比亚迪合作电池相关项目概率较大。\n在今年4月初，据内部人士爆料，雷军在北京小米科技园与比亚迪董事长王传福进行了长时间的会谈，当时引起不少网友猜测，雷军要和比亚迪合作造车？\n这一猜测在2021中国汽车重庆论坛上得到证实，比亚迪董事长王传福表示，小米和比亚迪有着很好的合作关系，因为比亚迪给小米代工了大量的小米手机，比亚迪和小米之间是一个非常战略性的合作关系。\n而在汽车项目合作方面，王传福更是直言，在未来的汽车业务上，比亚迪也将支持小米在汽车领域的发展，不仅仅是支持，比亚迪也愿意和小米在汽车领域合作，并且正在洽谈一些项目。\n小米、三六零、美的等纷纷官宣造车，在投资者互动平台上，投资者关于造车的提问也络绎不绝。但由于小米等目前正处于造车的初期，实际上，还未进行大规模布局，对于投资者的提问，多个汽车产业链公司均回应，暂未与小米合作。\n汽车模具产业链公司，天汽模近期回应投资者提问时表示，公司目前没有与小米合作。\n\n汽车零部件企业，兆丰股份近期也回应投资者表示，公司目前未与小米等开展汽车业务相关合作。\n\n小米欲补齐自动驾驶领域短板\n目前，自动驾驶专利覆盖比较全面的有百度和华为，而小米在自动驾驶专利方面还有较大差距，这或也是近期小米紧急招聘自动驾驶相关人才的原因之一。\n据零壹智库统计，截至目前，我国有8,275家公司参与了自动驾驶专利申请，专利合计40,682件，其中授权专利14,018件。其中，专利申请数量最多的3家公司分别是百度（2009件）、华为（1332件）和大疆（705件）。\n值得一提的是，虽然与百度和华为在自动驾驶领域有一定差距，但目前小米正在加紧投资或引入人才，从而实现技术上的追赶。\n6月3日，提供自动驾驶和高级辅助驾驶产品及技术的纵目科技宣布完成1.9亿美元的D3轮融资，小米长江产业基金领投。这成为小米官宣造车后的首笔投资。\n6月8日，提供激光雷达服务的禾赛科技宣布完成超3亿美元的D轮融资，领投方包括高瓴创投、小米集团、美团和中信产业基金，参与本轮融资的还有华泰美元基金，以及老股东光速中国、光速全球、启明创投等。\n小米对外投资主体包括小米集团、小米长江产业基金、顺为资本。申港证券认为，前期的自动驾驶领域投资主体以顺为投资为主，投资目的主要为财务投资，车联网、汽车后市场领域投资以小米集团为主，投资目的更重视其平台属性和与小米生态的链接能力。\n申港证券表示，近期禾赛科技、纵目科技的投资案例中，投资主体发生了变化，也意味着小米的投资目标发生了明显调整。预计小米将在自动驾驶传感器、计算单元、三电核心技术等关键领域进行高强度投资。作为后入局者，小米将在具备较强壁垒的领域积极投入，争取领先优势，包括激光雷达、自动驾驶算法、计算平台、高精度地图等方向都将成为小米投资造车的必经之路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187695914,"gmtCreate":1623751324538,"gmtModify":1634029072483,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"哈哈哈哈","listText":"哈哈哈哈","text":"哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187695914","repostId":"2143075359","repostType":4,"isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324827999,"gmtCreate":1615984917111,"gmtModify":1703495925215,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"小心为上","listText":"小心为上","text":"小心为上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324827999","repostId":"1148145798","repostType":4,"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324825187,"gmtCreate":1615984768249,"gmtModify":1703495922946,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"看好,加油哦","listText":"看好,加油哦","text":"看好,加油哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324825187","repostId":"1148145798","repostType":4,"isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324822195,"gmtCreate":1615984716417,"gmtModify":1703495921381,"author":{"id":"3568716432382870","authorId":"356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19:21","market":"us","language":"zh","title":"刺激资金到账，美国散户能否开启新一轮疯狂行情","url":"https://stock-news.laohu8.com/highlight/detail?id=1170960315","media":"美港电讯","summary":"1400美元刺激资金到账，散户弹药已经充足。","content":"<p>本周晚些时候，在散户投资者收到美国政府提供的1400美元刺激支票之后，预计他们将向股市注入数十亿美元，为席卷华尔街的散户交易狂潮增添新的动力。</p>\n<p><b>根据Vanda Research的数据，未来几天，在刺激资金转入美国人的银行账户以后，散户投资者可能会买入价值近30亿美元的股票。</b></p>\n<p>Vanda研究主管Eric Liu表示，“这是迄今为止最高的单日零售交易量。”</p>\n<p>上月，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>在一份报告中指出，<b>拥有线上券商账户的人计划将超过三分之一的刺激资金投资于股票</b>——随着时间推移，投资总额约为1700亿美元。</p>\n<p>即将到来的交易狂潮凸显出散户投资者在全球最大的股票市场中扮演着越来越重要的角色——他们待在家里、有多余的时间和金钱，并且能够使用免手续费的券商应用程序。</p>\n<p>Andrew Slimmon是<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>投资管理的高级投资组合经理。他表示，“有些人在拿到刺激资金之后，没有用于消费，而将资金投入股市。”</p>\n<p><img src=\"https://static.tigerbbs.com/bbbfb0127d7d2ee991fc07577b891291\" tg-width=\"875\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p>\n<p><b>在上一次美国政府发放刺激资金时，散户投资者注入股市的资金以及券商账户的开立数目大幅上涨。</b>Vanda表示，2020年3月，在政府出台第一轮救济措施后，散户投资者在股市上的支出比平均水平高出8.38亿美元。在2020年12月通过第二轮刺激措施后，散户投资者在股市上的支出又增加了3.81亿美元。</p>\n<p>拜登政府的经济刺激计划是自疫情开始以来对美国人最大的直接救济计划。2019年年收入低于7.5万美元的人将获得1400美元的支票，预计将于周三或周四转至银行账户。</p>\n<p>美国在线券商Robinhood是最受欢迎的经纪商之一。该公司试图利用投资者的这份热情，本周向其用户发送了一封邮件，表示“刺激计划措施已经落地”。</p>\n<p><a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>的首席策略师Steve Sosnick表示，“市场是最重要的话题，人们时间变得更多，但花钱的地方却变少了。”在12月第二次发放刺激支票以后，用户在该平台上持有的资金增加了7%。</p>\n<p><b>年轻的投资者正在推动刺激资金流入市场。</b><a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>的一项调查显示，34岁以下的投资者当中，有三分之二打算用部分刺激资金购买股票。而在55岁以上的人群中，这一数字不到四分之一。</p>\n<p>Slimmon表示，“这就是科技股和成长股再次反弹的原因。（本周）反弹的股票与年轻人投资的股票类型完全一致。”</p>\n<p><b>在本次病毒大流行的过程中，投资者花费刺激资金的方式也发生了变化，散户投资者纷纷从买入知名公司的股票和大盘股转向小公司的股票。</b>Vanda的数据显示，自八月初以来，散户投资者在标普500指数之外的净购买额增长了60%。</p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>股票研究的数据显示，目前零售交易量占所有交易量的20%以上，而在疫情爆发前只占8%-10%。</p>\n<p>这一趋势正在加速。Piper Sandler的研究显示，2020年，日均交易量为109亿股，高于2019年的70亿股。到2021年，日均交易量已经超过150亿股。</p>\n<p><b>“我们认为去年情况过于夸张，去年市场的大幅增长是由零售推动的，”Piper Sandler分析师Richard Repetto表示，“今年不仅延续了这个势头，更是向前迈进了一步。”</b></p>","source":"live_meigang","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>刺激资金到账，美国散户能否开启新一轮疯狂行情</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刺激资金到账，美国散户能否开启新一轮疯狂行情\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 19:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1002509><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周晚些时候，在散户投资者收到美国政府提供的1400美元刺激支票之后，预计他们将向股市注入数十亿美元，为席卷华尔街的散户交易狂潮增添新的动力。\n根据Vanda Research的数据，未来几天，在刺激资金转入美国人的银行账户以后，散户投资者可能会买入价值近30亿美元的股票。\nVanda研究主管Eric Liu表示，“这是迄今为止最高的单日零售交易量。”\n上月，德意志银行在一份报告中指出，拥有线上...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002509\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002509","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170960315","content_text":"本周晚些时候，在散户投资者收到美国政府提供的1400美元刺激支票之后，预计他们将向股市注入数十亿美元，为席卷华尔街的散户交易狂潮增添新的动力。\n根据Vanda Research的数据，未来几天，在刺激资金转入美国人的银行账户以后，散户投资者可能会买入价值近30亿美元的股票。\nVanda研究主管Eric Liu表示，“这是迄今为止最高的单日零售交易量。”\n上月，德意志银行在一份报告中指出，拥有线上券商账户的人计划将超过三分之一的刺激资金投资于股票——随着时间推移，投资总额约为1700亿美元。\n即将到来的交易狂潮凸显出散户投资者在全球最大的股票市场中扮演着越来越重要的角色——他们待在家里、有多余的时间和金钱，并且能够使用免手续费的券商应用程序。\nAndrew Slimmon是摩根士丹利投资管理的高级投资组合经理。他表示，“有些人在拿到刺激资金之后，没有用于消费，而将资金投入股市。”\n\n在上一次美国政府发放刺激资金时，散户投资者注入股市的资金以及券商账户的开立数目大幅上涨。Vanda表示，2020年3月，在政府出台第一轮救济措施后，散户投资者在股市上的支出比平均水平高出8.38亿美元。在2020年12月通过第二轮刺激措施后，散户投资者在股市上的支出又增加了3.81亿美元。\n拜登政府的经济刺激计划是自疫情开始以来对美国人最大的直接救济计划。2019年年收入低于7.5万美元的人将获得1400美元的支票，预计将于周三或周四转至银行账户。\n美国在线券商Robinhood是最受欢迎的经纪商之一。该公司试图利用投资者的这份热情，本周向其用户发送了一封邮件，表示“刺激计划措施已经落地”。\n盈透证券的首席策略师Steve Sosnick表示，“市场是最重要的话题，人们时间变得更多，但花钱的地方却变少了。”在12月第二次发放刺激支票以后，用户在该平台上持有的资金增加了7%。\n年轻的投资者正在推动刺激资金流入市场。德意志银行的一项调查显示，34岁以下的投资者当中，有三分之二打算用部分刺激资金购买股票。而在55岁以上的人群中，这一数字不到四分之一。\nSlimmon表示，“这就是科技股和成长股再次反弹的原因。（本周）反弹的股票与年轻人投资的股票类型完全一致。”\n在本次病毒大流行的过程中，投资者花费刺激资金的方式也发生了变化，散户投资者纷纷从买入知名公司的股票和大盘股转向小公司的股票。Vanda的数据显示，自八月初以来，散户投资者在标普500指数之外的净购买额增长了60%。\n瑞银股票研究的数据显示，目前零售交易量占所有交易量的20%以上，而在疫情爆发前只占8%-10%。\n这一趋势正在加速。Piper Sandler的研究显示，2020年，日均交易量为109亿股，高于2019年的70亿股。到2021年，日均交易量已经超过150亿股。\n“我们认为去年情况过于夸张，去年市场的大幅增长是由零售推动的，”Piper Sandler分析师Richard Repetto表示，“今年不仅延续了这个势头，更是向前迈进了一步。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360628980,"gmtCreate":1613909204440,"gmtModify":1634551888453,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"人有我有....","listText":"人有我有....","text":"人有我有....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360628980","repostId":"1172846474","repostType":4,"repost":{"id":"1172846474","kind":"news","pubTimestamp":1613872063,"share":"https://www.laohu8.com/m/news/1172846474?lang=&edition=full","pubTime":"2021-02-21 09:47","market":"hk","language":"zh","title":"手机巨头为何要造车？","url":"https://stock-news.laohu8.com/highlight/detail?id=1172846474","media":"半导体风向标","summary":"在《特斯拉背后的三股力量》中，我们详细阐述了新能源车背后的规模效益、网络效应和摩尔定律，本篇基于基于科技全新世界观的三种视角，来解释以华为、苹果为主的手机巨头为何纷纷布局电车。\n我们先梳理出数字化世界","content":"<p>在《<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>背后的三股力量》中，我们详细阐述了新能源车背后的<b>规模效益、网络效应和摩尔定律，</b>本篇基于基于科技全新世界观的三种视角，来解释以华为、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>为主的<b>手机巨头为何纷纷布局电车</b>。</p>\n<p>我们先梳理出数字化世界的三条赛道：<b>1、To C</b>的消费互联网，<b>格局已定</b>；<b>2、To B</b>的产业互联网，<b>格局已定</b>；<b>3、To T</b>的AIoT物联网，<b>刚刚开始</b>。</p>\n<p>我们发现除了<b>唤醒万物的IoT</b>物联网外，另外两条赛道巨头林立、格局已定，未来的突破点就是to T。</p>\n<p>面对锁死的前两条赛道，摆在手机互联网巨头面前只能基于to T的做两种努力：</p>\n<p>1、向下兼容，将所有<b>长尾家电</b>AIoT化，小米和苹果已经布局多年。</p>\n<p>2、向上突破，进入<b>单品市场空间最大</b>的汽车市场，数字化改造整个汽车行业，这是唯一的跨越成长之路。</p>\n<p><img src=\"https://static.tigerbbs.com/b7260a5d76c8d8272cd07dc8973b8506\" tg-width=\"1080\" tg-height=\"627\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1、To C的消费互联网：也就是对人的数字化（2C）</b></p>\n<p>to C的消费互联网其本质是基于人的数字化赋能，关注的是客户体验，这是产品经理的时代，按照网络效应的强度，经过20多年的演化竞争，社交、分发、电商、文娱四条C端主赛道，目前座次已定，FAAMG+BATJM不仅领跑而且封锁赛道。</p>\n<p><img src=\"https://static.tigerbbs.com/cec36c65e2196fa48094143545f85f81\" tg-width=\"1080\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>五个子赛道，格局已定：</p>\n<p><b>人与人（社交SNS）</b>：<a href=\"https://laohu8.com/S/00700\">腾讯</a> + <a href=\"https://laohu8.com/S/FB\">Facebook</a></p>\n<p><b>人与商品/服务（电商）</b>：阿里 + <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>+美团</p>\n<p><b>人与信息（搜索+信息流</b>）：<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> + 头条/<a href=\"https://laohu8.com/S/BIDU\">百度</a></p>\n<p><b>人与娱乐内容</b>：抖音 + B站 + <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> + 耐飞</p>\n<p><b>C端的底盘（操作系统）</b>：苹果 + <a href=\"https://laohu8.com/S/MSFT\">微软</a> + Google</p>\n<p><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机，作为对“人”的数字化的物理接口，其主要价值量都被苹果、谷歌、微软占据了最核心且无法逾越的操作系统，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、华为、小米只是整个2C生态位次要的硬件环节。</p>\n<p>所以，纵观基于C端的个人数字化改造赛道，留下的空间已经不多了。所以对于C端的手机巨头来说，智能手机只能是战术过渡，这不是终局，是实现其最终战略目标的中转站。</p>\n<p><b>2、To B的产业互联网：也就是对企业的数字化改造（2B）</b></p>\n<p>to B的本质是什么？</p>\n<p>To B的产业互联网：其本质是基于企业（B）需求的数字化，解决的是效率提升，我们同样抽象出云、金融、物流、企业服务四条B端主赛道，在网络效应主导下格局已定，阿里、亚马逊、微软、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>领跑全球，并且能够封锁赛道。</p>\n<p><img src=\"https://static.tigerbbs.com/8f13b9f6d8759e309e7de4faf9e73b5b\" tg-width=\"1080\" tg-height=\"530\" referrerpolicy=\"no-referrer\"></p>\n<p>如上图所示，云计算的本质就是“商业操作系统”</p>\n<p>跟手机和PC操作系统一样，这是最无与伦比的商业模式，掌握操作系统才能冲刺万亿市值。虽然小米公司并未直接涉足云计算，但是与<a href=\"https://laohu8.com/S/KC\">金山云</a>、和<a href=\"https://laohu8.com/S/688111\">金山办公</a>，分别扮演者重要角色。金山云和金山办公就是企业级的数字化改造，企业与组织的数字化。</p>\n<p>但B端的产业互联网巨头已经封锁赛道，格局已定，所以未来的机会只能是基于算法+算力赋能和唤醒万物的IoT物联网。</p>\n<p><b>3、对物的数字化：这是数字化的终极形态</b></p>\n<p>何为2T（to Things）？</p>\n<p>数字世界的三大生产关系，以人为基础的2C消费互联网，以企业为基础的2B产业互联网，2T就是以Things为落脚点的万物互联网。</p>\n<p>ToT的IoT物联网：2T代表着唤醒万物的全新生产关系，是互联网发展的终极形态，是一种赋能Things的极致数字化，我们按场景将其分为家、车、工业、城市4大主赛道，其中处于绝对支配地位的就是人居和人车场景。目前小米在家庭场景，人居场景的AIOT已经是全球第一，特斯拉则是人车场景的全球领跑。</p>\n<p><img src=\"https://static.tigerbbs.com/5b411aa318ccfc2ddbde604fc7b830c3\" tg-width=\"1080\" tg-height=\"899\" referrerpolicy=\"no-referrer\"></p>\n<p>在赛道拥挤的To C和To B市场，手机厂商们面对的是“内卷”的行业格局，而反观to T的数字化</p>\n<p>我们识别出至少两大新赛道：</p>\n<p>1、基于人居场景的家庭AIOT：将人居环境的所有传统家电数字化，实现泛互联和泛智能。</p>\n<p>2、基于车的无人驾驶：用算法+算力将电车唤醒，实现电动和无人驾驶。</p>\n<p>我们发现原有的手机巨头（苹果、华为）在手机见顶之后，都是布局了IoT智能硬件，但这些长尾的家电+可穿戴的智能化，永远不能支撑巨头们的增长体量，<b>未来唯一的大幅增长机会就是车。</b></p>\n<p>基于汽车<b>行业的电动化和智能</b>化浪潮，我们推荐整个电车半导体板块的持久性拉动，建议关注<b>电车半导体的10大环节</b>，建议关注：</p>\n<p>1、电车之脑（CPU、FPGA、ASIC）：<a href=\"https://laohu8.com/S/TSM\">台积电</a>、华为、特斯拉、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a></p>\n<p>2、电车之心（MOSFET）：<a href=\"https://laohu8.com/S/688396\">华润微</a>、<a href=\"https://laohu8.com/S/600745\">闻泰科技</a>、<a href=\"https://laohu8.com/S/605358\">立昂微</a>、<a href=\"https://laohu8.com/S/605111\">新洁能</a>、<a href=\"https://laohu8.com/S/300373\">扬杰科技</a>、<a href=\"https://laohu8.com/S/300623\">捷捷微电</a></p>\n<p>3、电车之心（IGBT）：<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、中车时代、<a href=\"https://laohu8.com/S/603290\">斯达半导</a>、新洁能、<a href=\"https://laohu8.com/S/600460\">士兰微</a>、华润微</p>\n<p>4、电车之心（第三代半导体）：CREE、三安集成、山东天岳、天科合达、<a href=\"https://laohu8.com/S/002371\">北方华创</a></p>\n<p>5、电车之耳（V2X射频模拟）：<a href=\"https://laohu8.com/S/300782\">卓胜微</a>、<a href=\"https://laohu8.com/S/688536\">思瑞浦</a>、紫光展锐、圣邦、唯捷、好达</p>\n<p>6、电车之眼（CMOS摄像头）：<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/603005\">晶方科技</a>、<a href=\"https://laohu8.com/S/002036\">联创电子</a>、舜宇光学、丘钛</p>\n<p>7、电车之忆（DRAM、NAND、NOR）：长江存储、合肥长鑫、<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/300223\">北京君正</a>、<a href=\"https://laohu8.com/S/688123\">聚辰股份</a></p>\n<p>8、电车之屏（LCD、OLED）：京东方、<a href=\"https://laohu8.com/S/000100\">TCL科技</a>、<a href=\"https://laohu8.com/S/002387\">维信诺</a>、深天马、彩虹、精测、杉杉</p>\n<p>9、电车之灯（LED车灯）：<a href=\"https://laohu8.com/S/600703\">三安光电</a>、<a href=\"https://laohu8.com/S/002429\">兆驰股份</a>、<a href=\"https://laohu8.com/S/300323\">华灿光电</a>、中微</p>\n<p>10、电车之杖（超声波/毫米波雷达）：禾赛科技、<a href=\"https://laohu8.com/S/600741\">华域汽车</a></p>\n<p>最后还有产业链的上游支撑：封测（长电、<a href=\"https://laohu8.com/S/000021\">深科技</a>、通富、华天）、设备（北方华创、屹唐、华峰、盛美、万业）、制造（华虹、中芯、闻泰）、IP（芯原）、材料（<a href=\"https://laohu8.com/S/002129\">中环股份</a>、<a href=\"https://laohu8.com/S/688126\">沪硅产业</a>、立昂微）</p>","source":"半导体风向标","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\" 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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手机巨头为何要造车？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-21 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/cTTpgKrPhjJIi-1BhbHL1g><strong>半导体风向标</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在《特斯拉背后的三股力量》中，我们详细阐述了新能源车背后的规模效益、网络效应和摩尔定律，本篇基于基于科技全新世界观的三种视角，来解释以华为、苹果为主的手机巨头为何纷纷布局电车。\n我们先梳理出数字化世界的三条赛道：1、To C的消费互联网，格局已定；2、To B的产业互联网，格局已定；3、To T的AIoT物联网，刚刚开始。\n我们发现除了唤醒万物的IoT物联网外，另外两条赛道巨头林立、格局已定，未来...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/cTTpgKrPhjJIi-1BhbHL1g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28b080088ccd25b9d40f79c93bf464e7","relate_stocks":{"AAPL":"苹果","01810":"小米集团-W"},"source_url":"http://mp.weixin.qq.com/s/cTTpgKrPhjJIi-1BhbHL1g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172846474","content_text":"在《特斯拉背后的三股力量》中，我们详细阐述了新能源车背后的规模效益、网络效应和摩尔定律，本篇基于基于科技全新世界观的三种视角，来解释以华为、苹果为主的手机巨头为何纷纷布局电车。\n我们先梳理出数字化世界的三条赛道：1、To C的消费互联网，格局已定；2、To B的产业互联网，格局已定；3、To T的AIoT物联网，刚刚开始。\n我们发现除了唤醒万物的IoT物联网外，另外两条赛道巨头林立、格局已定，未来的突破点就是to T。\n面对锁死的前两条赛道，摆在手机互联网巨头面前只能基于to T的做两种努力：\n1、向下兼容，将所有长尾家电AIoT化，小米和苹果已经布局多年。\n2、向上突破，进入单品市场空间最大的汽车市场，数字化改造整个汽车行业，这是唯一的跨越成长之路。\n\n1、To C的消费互联网：也就是对人的数字化（2C）\nto C的消费互联网其本质是基于人的数字化赋能，关注的是客户体验，这是产品经理的时代，按照网络效应的强度，经过20多年的演化竞争，社交、分发、电商、文娱四条C端主赛道，目前座次已定，FAAMG+BATJM不仅领跑而且封锁赛道。\n\n五个子赛道，格局已定：\n人与人（社交SNS）：腾讯 + Facebook\n人与商品/服务（电商）：阿里 + 亚马逊+美团\n人与信息（搜索+信息流）：谷歌 + 头条/百度\n人与娱乐内容：抖音 + B站 + 爱奇艺 + 耐飞\nC端的底盘（操作系统）：苹果 + 微软 + Google\n智能手机，作为对“人”的数字化的物理接口，其主要价值量都被苹果、谷歌、微软占据了最核心且无法逾越的操作系统，三星、华为、小米只是整个2C生态位次要的硬件环节。\n所以，纵观基于C端的个人数字化改造赛道，留下的空间已经不多了。所以对于C端的手机巨头来说，智能手机只能是战术过渡，这不是终局，是实现其最终战略目标的中转站。\n2、To B的产业互联网：也就是对企业的数字化改造（2B）\nto B的本质是什么？\nTo B的产业互联网：其本质是基于企业（B）需求的数字化，解决的是效率提升，我们同样抽象出云、金融、物流、企业服务四条B端主赛道，在网络效应主导下格局已定，阿里、亚马逊、微软、Zoom、Salesforce领跑全球，并且能够封锁赛道。\n\n如上图所示，云计算的本质就是“商业操作系统”\n跟手机和PC操作系统一样，这是最无与伦比的商业模式，掌握操作系统才能冲刺万亿市值。虽然小米公司并未直接涉足云计算，但是与金山云、和金山办公，分别扮演者重要角色。金山云和金山办公就是企业级的数字化改造，企业与组织的数字化。\n但B端的产业互联网巨头已经封锁赛道，格局已定，所以未来的机会只能是基于算法+算力赋能和唤醒万物的IoT物联网。\n3、对物的数字化：这是数字化的终极形态\n何为2T（to Things）？\n数字世界的三大生产关系，以人为基础的2C消费互联网，以企业为基础的2B产业互联网，2T就是以Things为落脚点的万物互联网。\nToT的IoT物联网：2T代表着唤醒万物的全新生产关系，是互联网发展的终极形态，是一种赋能Things的极致数字化，我们按场景将其分为家、车、工业、城市4大主赛道，其中处于绝对支配地位的就是人居和人车场景。目前小米在家庭场景，人居场景的AIOT已经是全球第一，特斯拉则是人车场景的全球领跑。\n\n在赛道拥挤的To C和To B市场，手机厂商们面对的是“内卷”的行业格局，而反观to T的数字化\n我们识别出至少两大新赛道：\n1、基于人居场景的家庭AIOT：将人居环境的所有传统家电数字化，实现泛互联和泛智能。\n2、基于车的无人驾驶：用算法+算力将电车唤醒，实现电动和无人驾驶。\n我们发现原有的手机巨头（苹果、华为）在手机见顶之后，都是布局了IoT智能硬件，但这些长尾的家电+可穿戴的智能化，永远不能支撑巨头们的增长体量，未来唯一的大幅增长机会就是车。\n基于汽车行业的电动化和智能化浪潮，我们推荐整个电车半导体板块的持久性拉动，建议关注电车半导体的10大环节，建议关注：\n1、电车之脑（CPU、FPGA、ASIC）：台积电、华为、特斯拉、英伟达、高通\n2、电车之心（MOSFET）：华润微、闻泰科技、立昂微、新洁能、扬杰科技、捷捷微电\n3、电车之心（IGBT）：华虹半导体、比亚迪、中车时代、斯达半导、新洁能、士兰微、华润微\n4、电车之心（第三代半导体）：CREE、三安集成、山东天岳、天科合达、北方华创\n5、电车之耳（V2X射频模拟）：卓胜微、思瑞浦、紫光展锐、圣邦、唯捷、好达\n6、电车之眼（CMOS摄像头）：韦尔股份、晶方科技、联创电子、舜宇光学、丘钛\n7、电车之忆（DRAM、NAND、NOR）：长江存储、合肥长鑫、兆易创新、北京君正、聚辰股份\n8、电车之屏（LCD、OLED）：京东方、TCL科技、维信诺、深天马、彩虹、精测、杉杉\n9、电车之灯（LED车灯）：三安光电、兆驰股份、华灿光电、中微\n10、电车之杖（超声波/毫米波雷达）：禾赛科技、华域汽车\n最后还有产业链的上游支撑：封测（长电、深科技、通富、华天）、设备（北方华创、屹唐、华峰、盛美、万业）、制造（华虹、中芯、闻泰）、IP（芯原）、材料（中环股份、沪硅产业、立昂微）","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360621604,"gmtCreate":1613909144508,"gmtModify":1634551888696,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568716432382870","authorIdStr":"3568716432382870"},"themes":[],"htmlText":"听听就好","listText":"听听就好","text":"听听就好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360621604","repostId":"1177371356","repostType":4,"repost":{"id":"1177371356","kind":"news","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":1613908733,"share":"https://www.laohu8.com/m/news/1177371356?lang=&edition=full","pubTime":"2021-02-21 19:58","market":"hk","language":"zh","title":"小米集团：电动汽车制造业务的研究还没有到正式立项阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1177371356","media":"老虎资讯综合","summary":"2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","content":"<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团：电动汽车制造业务的研究还没有到正式立项阶段</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小米集团：电动汽车制造业务的研究还没有到正式立项阶段\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\">2021-02-21 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a05af8ce4f3dfb13a3f12e28b812d9a4","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177371356","content_text":"2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}