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大保健技术科技

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大保健技术科技

2021-10-08

$Sundial Growers Inc.(SNDL)$今天300%好不好说好了哦[微笑] [微笑] [微笑]

大保健技术科技

2021-09-27

$NIFTY指数2109(IN2109)$ 印度这指数真就硬度唉天天笑别人阿三某些地方真的需要印度神油帮一下了不然真就一群闸种[微笑] [微笑] [微笑]

大保健技术科技

2021-09-24

$欧元2112(EUR2112)$ 无限看空

大保健技术科技

2021-08-12

$拼多多(PDD)$做空拼夕夕是你我广大人民群众的职责

大保健技术科技

2021-08-12

$小白买买(HX)$这交易量这股还有人么？

大保健技术科技

2021-08-12

$爱奇艺(IQ)$看来爱奇艺要凉了短视频绝杀

大保健技术科技

2021-08-12

$拼多多(PDD)$这**今天不跌十个点不算完事

大保健技术科技

2021-08-09

$A50指数2108(CN2108)$ 好家伙模拟从10000玩到55了唉实盘心态不行呀

大保健技术科技

2021-08-04

$拼多多(PDD)$全力做空拼夕夕

大保健技术科技

2021-04-23

$NIFTY指数2104(IN2104)$ 空他

大保健技术科技

2021-03-26

$Sundial Growers Inc.(SNDL)$好家伙因为我买了你就跌了我吊尼玛的

大保健技术科技

2021-03-25

一切跟政治沾边的都按脑瘫处理

抱歉，原内容已删除

大保健技术科技

2021-03-18

拼夕夕想做头部必须也学马云走精品化路线不过从app设计上来看估计也走不了多远

抱歉，原内容已删除

大保健技术科技

2020-12-23

wtm搁这演小说呢

抱歉，原内容已删除

大保健技术科技

2020-12-18

？一个特斯拉决定美股命运真笑死咋不说一个比特币决定世界金融市场呢？

抱歉，原内容已删除

大保健技术科技

2020-12-18

好啊利好大型商业银行

抱歉，原内容已删除

大保健技术科技

2020-12-10

入金难啊不然天天全仓你

大保健技术科技

2020-12-08

6啊做空的亏得劈叉都没了哈哈

抱歉，原内容已删除

大保健技术科技

2020-12-05

$蔚来(NIO)$全仓梭哈空目标38 43止损

大保健技术科技

2020-12-04

$蔚来(NIO)$顺势做空设置好止损免得双头被爆

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17:59","market":"us","language":"zh","title":"风口浪尖上的耐克，屋漏偏逢连夜雨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127735698","media":"英为财情Investing","summary":"耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。","content":"<p>周四，<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%，<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。</p><p>在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。</p><p>“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。</p><p><b>当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。</p><p><b>但关键在于，耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。</p><p><b>尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></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\" 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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风口浪尖上的耐克，屋漏偏逢连夜雨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-03-25 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%，<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。</p><p>在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。</p><p>“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。</p><p><b>当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。</p><p><b>但关键在于，耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。</p><p><b>尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b1d5c7c9d853e94601159db38d7645e","relate_stocks":{"NKE":"耐克"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127735698","content_text":"周四，阿迪达斯在德国法兰克福交易所下跌4.6%，耐克美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。耐克全球前三大市场增长情况在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。但关键在于，耐克过高的估值已经引发了市场的担忧。过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。耐克股价走势","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397667793,"gmtCreate":1608256213012,"gmtModify":1703852051446,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好啊 利好大型商业银行","listText":"好啊 利好大型商业银行","text":"好啊 利好大型商业银行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397667793","repostId":"1195935883","repostType":4,"repost":{"id":"1195935883","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":1608255877,"share":"https://www.laohu8.com/m/news/1195935883?lang=&edition=full","pubTime":"2020-12-18 09:44","market":"hk","language":"zh","title":"蚂蚁下架互联网存款产品，仅对已购买产品用户可见","url":"https://stock-news.laohu8.com/highlight/detail?id=1195935883","media":"老虎资讯综合","summary":"18日讯，记者注意到，除了已持有银行存款产品的用户外，目前，支付宝针对未持有互联网存款的用户，在理财页面对银行存款产品进行了下线处理。\n\n对此，蚂蚁集团方面回应北京商报记者称，根据监管部门对于互联网存款行业的规范要求，目前蚂蚁平台上的互联网存款产品均已下架，只对已购买产品的用户可见，持有产品的用户不受影响。蚂蚁会认真落实监管相关规范和要求，用科技手段更好地支持金融机构，服务实体经济。（北京商报）","content":"<p>18日讯，记者注意到，除了已持有银行存款产品的用户外，目前，支付宝针对未持有互联网存款的用户，在理财页面对银行存款产品进行了下线处理。</p><p>对此，蚂蚁集团方面回应北京商报记者称，根据监管部门对于互联网存款行业的规范要求，目前蚂蚁平台上的互联网存款产品均已下架，只对已购买产品的用户可见，持有产品的用户不受影响。蚂蚁会认真落实监管相关规范和要求，用科技手段更好地支持金融机构，服务实体经济。（北京商报）</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>蚂蚁下架互联网存款产品，仅对已购买产品用户可见</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蚂蚁下架互联网存款产品，仅对已购买产品用户可见\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\">2020-12-18 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>18日讯，记者注意到，除了已持有银行存款产品的用户外，目前，支付宝针对未持有互联网存款的用户，在理财页面对银行存款产品进行了下线处理。</p><p>对此，蚂蚁集团方面回应北京商报记者称，根据监管部门对于互联网存款行业的规范要求，目前蚂蚁平台上的互联网存款产品均已下架，只对已购买产品的用户可见，持有产品的用户不受影响。蚂蚁会认真落实监管相关规范和要求，用科技手段更好地支持金融机构，服务实体经济。（北京商报）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195935883","content_text":"18日讯，记者注意到，除了已持有银行存款产品的用户外，目前，支付宝针对未持有互联网存款的用户，在理财页面对银行存款产品进行了下线处理。对此，蚂蚁集团方面回应北京商报记者称，根据监管部门对于互联网存款行业的规范要求，目前蚂蚁平台上的互联网存款产品均已下架，只对已购买产品的用户可见，持有产品的用户不受影响。蚂蚁会认真落实监管相关规范和要求，用科技手段更好地支持金融机构，服务实体经济。（北京商报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376745653,"gmtCreate":1619152761172,"gmtModify":1619152761172,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/IN2104\">$NIFTY指数2104(IN2104)$ &nbsp;</a>空他","listText":"<a href=\"https://laohu8.com/FUT/IN2104\">$NIFTY指数2104(IN2104)$ &nbsp;</a>空他","text":"$NIFTY指数2104(IN2104)$ 空他","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/376745653","isVote":1,"tweetType":1,"viewCount":2807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432635493780492","authorId":"3432635493780492","name":"kaikai88","avatar":"https://static.tigerbbs.com/e511f68e998e9e2b58e6581a6d43d133","crmLevel":1,"crmLevelSwitch":0},"content":"咋就不跌呢","text":"咋就不跌呢","html":"咋就不跌呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894980255,"gmtCreate":1628782217877,"gmtModify":1628782217877,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>做空拼夕夕是你我广大人民群众的职责","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>做空拼夕夕是你我广大人民群众的职责","text":"$拼多多(PDD)$做空拼夕夕是你我广大人民群众的职责","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894980255","isVote":1,"tweetType":1,"viewCount":2917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898375738,"gmtCreate":1628475898124,"gmtModify":1628475898124,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CN2108\">$A50指数2108(CN2108)$ &nbsp;</a>好家伙 模拟从10000玩到55了 唉 实盘心态不行呀","listText":"<a href=\"https://laohu8.com/FUT/CN2108\">$A50指数2108(CN2108)$ &nbsp;</a>好家伙 模拟从10000玩到55了 唉 实盘心态不行呀","text":"$A50指数2108(CN2108)$ 好家伙 模拟从10000玩到55了 唉 实盘心态不行呀","images":[{"img":"https://static.tigerbbs.com/1af340db91cb809fdc65580372c99023","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898375738","isVote":1,"tweetType":1,"viewCount":1885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397491486,"gmtCreate":1608305107845,"gmtModify":1703852404423,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"？一个特斯拉决定美股命运 真笑死 咋不说一个比特币决定世界金融市场呢？","listText":"？一个特斯拉决定美股命运 真笑死 咋不说一个比特币决定世界金融市场呢？","text":"？一个特斯拉决定美股命运 真笑死 咋不说一个比特币决定世界金融市场呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397491486","repostId":"1111056986","repostType":4,"repost":{"id":"1111056986","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":1608302910,"share":"https://www.laohu8.com/m/news/1111056986?lang=&edition=full","pubTime":"2020-12-18 22:48","market":"us","language":"zh","title":"特斯拉股价再创历史新高，明年或决定美股命运","url":"https://stock-news.laohu8.com/highlight/detail?id=1111056986","media":"老虎资讯综合","summary":"特斯拉年初至今涨幅超过650%，市值也已大于全球前五大汽车公司的市值总和。","content":"<p>周五，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开高走，截至发稿，股价最高报684.73美元，再创历史新高，市值超6420亿美元。</p><p><img src=\"https://static.tigerbbs.com/6ad73f9deee940f72e3c0a83af74e640\" tg-width=\"840\" tg-height=\"470\"></p><p>消息面上，<b>特斯拉将于12月18日收盘后被纳入标普500指数，成为被该指数纳入之初市值最高的成分股，</b>权重在所有成分股中名列第10，很有可能引发美股史上最大规模的指数基金买入潮。也就是说“四巫日”当天对特斯拉的多空争夺必然会进一步加剧市场波动。</p><p>今年以来，特斯拉业绩表现亮眼，三季度特斯拉总营收为87.71亿美元，环比增长45%，同比增长39%。尤其是连续四个季度实现盈利也成为它打开标普500指数大关的重要敲门砖。前5个季度，特斯拉盈利分别是1.43亿美元、1.05亿美元、1600万美元、1.04亿美元、3.31亿美元。<b>特斯拉年初至今涨幅超过650%，市值也已大于全球前五大汽车公司的市值总和。</b></p><p><img src=\"https://static.tigerbbs.com/2a9f263708d63e2f4d0b9c4614a956d1\" tg-width=\"554\" tg-height=\"323\"></p><p>数据显示，<b>目前特斯拉的市盈率高达1278倍，而标普500指数过去12个月的平均长期资本回报率仅为26.79。</b>这也就意味着，投资者愿意为标普500指数成分股每1美元的盈利支付26.79美元，但在这一年里，他们却愿意为特斯拉的每1美元盈利支付1300美元。</p><p>德银策略师Jim Reid在一份研报中指出，<b>明年美股市场最终的命运很有可能会受到特斯拉及其CEO马斯克的影响。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股价再创历史新高，明年或决定美股命运</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特斯拉股价再创历史新高，明年或决定美股命运\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\">2020-12-18 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开高走，截至发稿，股价最高报684.73美元，再创历史新高，市值超6420亿美元。</p><p><img src=\"https://static.tigerbbs.com/6ad73f9deee940f72e3c0a83af74e640\" tg-width=\"840\" tg-height=\"470\"></p><p>消息面上，<b>特斯拉将于12月18日收盘后被纳入标普500指数，成为被该指数纳入之初市值最高的成分股，</b>权重在所有成分股中名列第10，很有可能引发美股史上最大规模的指数基金买入潮。也就是说“四巫日”当天对特斯拉的多空争夺必然会进一步加剧市场波动。</p><p>今年以来，特斯拉业绩表现亮眼，三季度特斯拉总营收为87.71亿美元，环比增长45%，同比增长39%。尤其是连续四个季度实现盈利也成为它打开标普500指数大关的重要敲门砖。前5个季度，特斯拉盈利分别是1.43亿美元、1.05亿美元、1600万美元、1.04亿美元、3.31亿美元。<b>特斯拉年初至今涨幅超过650%，市值也已大于全球前五大汽车公司的市值总和。</b></p><p><img src=\"https://static.tigerbbs.com/2a9f263708d63e2f4d0b9c4614a956d1\" tg-width=\"554\" tg-height=\"323\"></p><p>数据显示，<b>目前特斯拉的市盈率高达1278倍，而标普500指数过去12个月的平均长期资本回报率仅为26.79。</b>这也就意味着，投资者愿意为标普500指数成分股每1美元的盈利支付26.79美元，但在这一年里，他们却愿意为特斯拉的每1美元盈利支付1300美元。</p><p>德银策略师Jim Reid在一份研报中指出，<b>明年美股市场最终的命运很有可能会受到特斯拉及其CEO马斯克的影响。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111056986","content_text":"周五，特斯拉高开高走，截至发稿，股价最高报684.73美元，再创历史新高，市值超6420亿美元。消息面上，特斯拉将于12月18日收盘后被纳入标普500指数，成为被该指数纳入之初市值最高的成分股，权重在所有成分股中名列第10，很有可能引发美股史上最大规模的指数基金买入潮。也就是说“四巫日”当天对特斯拉的多空争夺必然会进一步加剧市场波动。今年以来，特斯拉业绩表现亮眼，三季度特斯拉总营收为87.71亿美元，环比增长45%，同比增长39%。尤其是连续四个季度实现盈利也成为它打开标普500指数大关的重要敲门砖。前5个季度，特斯拉盈利分别是1.43亿美元、1.05亿美元、1600万美元、1.04亿美元、3.31亿美元。特斯拉年初至今涨幅超过650%，市值也已大于全球前五大汽车公司的市值总和。数据显示，目前特斯拉的市盈率高达1278倍，而标普500指数过去12个月的平均长期资本回报率仅为26.79。这也就意味着，投资者愿意为标普500指数成分股每1美元的盈利支付26.79美元，但在这一年里，他们却愿意为特斯拉的每1美元盈利支付1300美元。德银策略师Jim Reid在一份研报中指出，明年美股市场最终的命运很有可能会受到特斯拉及其CEO马斯克的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861191504,"gmtCreate":1632467436208,"gmtModify":1632467436208,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/EUR2112\">$欧元2112(EUR2112)$ &nbsp;</a>无限看空","listText":"<a href=\"https://laohu8.com/FUT/EUR2112\">$欧元2112(EUR2112)$ &nbsp;</a>无限看空","text":"$欧元2112(EUR2112)$ 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>全力做空拼夕夕","text":"$拼多多(PDD)$全力做空拼夕夕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890374489","isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327669413,"gmtCreate":1616080714632,"gmtModify":1616080714632,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拼夕夕想做头部必须也学马云走精品化路线不过从app设计上来看 估计也走不了多远","listText":"拼夕夕想做头部必须也学马云走精品化路线不过从app设计上来看 估计也走不了多远","text":"拼夕夕想做头部必须也学马云走精品化路线不过从app设计上来看 估计也走不了多远","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327669413","repostId":"2120547221","repostType":2,"repost":{"id":"2120547221","pubTimestamp":1616063266,"share":"https://www.laohu8.com/m/news/2120547221?lang=&edition=full","pubTime":"2021-03-18 18:27","market":"us","language":"zh","title":"拼多多超越阿里，马云最担心的事，终于发生了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2120547221","media":"电商报","summary":"2020年，黄峥的身价更是一度超越马云。2021年，马云最担心的事情终于发生了：阿里的年活跃用户，正式被拼多多赶超！截至2020年底，拼多多年活跃买家数达7.88亿，超过阿里巴巴的7.79亿。截至2020年底，拼多多GMV再度攀升，达到了16676亿元，比上一年同比大涨66%。拼多多的财报表现，实在令人敬畏。在2021年致股东信当中，黄峥给出了两个理由。","content":"<html><body><article><p><strong>一、终于！<a href=\"https://laohu8.com/S/PDD\">拼多多</a>超越阿里！</strong></p><p>马云曾放出豪言：我拿着望远镜都找不到对手。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>？我创立<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>就是为了培育更多的京东！</p><p>万万没想到，半路会杀出一个拼多多：3年上市，5年成长为中国第四大互联网公司。</p><p>2020年，黄峥的身价更是一度超越马云。</p><p>2021年，马云最担心的事情终于发生了：<strong>阿里的年活跃用户，正式被拼多多赶超！这绝对是要载入中国电商史册的重要时刻！</strong></p><p>昨天（3月17日），拼多多发布了2020年第四季度及全年财报，风清梳理了一下，业绩可谓是相当亮眼——</p><p><strong>首先，从买家数量的角度说，拼多多已经成为全球规模最大的电商平台。</strong></p><p>截至2020年底，拼多多年活跃买家数达7.88亿，超过阿里巴巴的7.79亿。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>截止2019年的数据只有3亿。</p><p><strong>其次，从平台交易额的角度看，买家在拼多多花的钱更多了。</strong></p><p>从下沉市场踏泥而来，拼多多一向以低客单价著称。但根据最新财报显示，拼多多活跃买家年度平均消费额增长到了2115元，比上一年同比增长23%。</p><p><strong>第三，买家数量上涨x买家花钱更多=拼多多平台交易额（GMV）上升。</strong></p><p>电商平台GMV破万亿是一个了不起的成就，为了翻越这座山，阿里花了 14 年，京东花了 19 年，拼多多只花了 4 年半。</p><p>截至2020年底，拼多多GMV再度攀升，达到了16676亿元，比上一年同比大涨66%。</p><p>国家统计局数据显示，2020年中国网上零售额的同比增速是10.9%。也即是说，拼多多在万亿GMV的庞大基数基础上，增速依然达到了行业平均水平的6倍！</p><p>电商人都知道，活跃买家数和GMV是平台最看重的两大核心数据。拼多多的财报表现，实在令人敬畏。</p><p><strong>二、黄峥激流勇退</strong></p><p>56岁的马云退休了。</p><p>48岁的刘强东退休了。</p><p>万万没想到的是，80后黄峥也在最新财报发布之后提交了辞呈：继去年卸任拼多多CEO之后，黄峥宣布卸任董事长职位，由拼多多现任CEO陈磊接任。</p><p><strong>自此，中国三大电商巨头都完成了权力交接：阿里CEO张勇、京东CEO徐雷、拼多多CEO陈磊。</strong></p><p>这又是值得载入中国电商史册的一刻。</p><p>令人不解的是，拼多多风头正劲，黄峥正当盛年，<strong>他为什么要选择激流勇退？</strong></p><p>在2021年致股东信当中，黄峥给出了两个理由。</p><p>第一，是行业竞争的日益激烈甚至<strong>异化</strong>，让我意识到这种传统的<strong>以规模和效率为主要导向</strong>的竞争，是有其不可避免的问题的。</p><p>要改变就必须在更底层、根本的问题上采取行动，要在核心科技和其基础理论上寻找答案。我作为创始人，跳脱出来去摸一摸10年后路上的石头。</p><p>第二，疫情等原因导致的外部环境的剧烈变化，也加速了拼多多<strong>内部业务和管理的迭代</strong>。</p><p>拼多多从一个纯轻<span>资产</span>的第三方平台，开始转重，在仓储、物流及农货源头开始进行新一轮的投入。是时候逐步让更多的后浪起来塑造属于他们的拼多多了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210318192154345d173k8y38x9hr7w\"/><p>翻译一下：</p><p>1、为了拼效率，996福报论，员工过劳猝死，这种互联网竞争模式是有问题的。</p><p>2、拼多多已经超越了阿里，表面的规模化竞争已经没有意义。</p><p>3、怎么改变？黄峥也还没想清楚，但大致方向是核心科技。</p><p>4、黄峥已经带领拼多多完成了阶段性目标，拼多多以后的仓储、物流等杂事，交给后浪去做。</p><p>值得注意的是，在招股书当中，黄峥用大量篇幅提到了农业问题。退休之后，“我想去做一些食品科学和生命科学领域的研究”。</p><p><strong>马云要去当老师搞教育，黄峥要去当科学家搞农业研究，大佬们的下半场，看起来都相当理想主义。</strong></p><p><strong>然而，事实果真如此吗？</strong></p><p>在致股东信中，黄峥表示，此次卸任董事长和拼多多管理职位后，他手上1:10的超级投票权也将失效。</p><p>但根据资料显示，黄峥的投票权比例从88.4%降低至80.7%，拼多多的实际控制权依旧掌握在黄峥手里。</p><p><strong>马云与刘强东的退休其实都与之类似，只不过是从台前走向了幕后。</strong></p><p>有以上两位大佬的前车之鉴，黄峥的卸任，将创始人与公司解绑，实则既是对黄峥的保护，也是为了拼多多的长远发展。</p><p><strong>三、互联网没有下半场</strong></p><p><strong></strong></p><p>今天有个帖子很火，阿里员工在网上吐槽——</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210318192156729d1736lxpgqwxt5h\"/><p>说的基本没错。</p><p>那么作为当年的淘宝，如今的拼多多的未来在哪里？</p><p>搞仓储、建物流，无论是学京东，还是拿极兔快递抢通达系的生意，其实都没多大新意。</p><p>像淘宝一样分裂一个专做大牌的天猫？难上加上。再者，拼多多如果这样做，那它又和淘宝有什么区别？</p><p><strong>消费者看中拼多多，无非是因为便宜。</strong></p><p>黄峥要去摸十年后的石头，对此，亚马逊的CEO贝佐斯有过一段精彩的论述——</p><p><strong>比起关注未来10年会有什么变化而言，我更关心未来10年什么不会变。</strong></p><p><strong>对于零售行业，消费者想要的永远是：更便宜的价格、更快的配送、更多的选择。</strong></p><p>这三点不会随着时间而改变，我们应该围绕这些不变的东西来建立商业策略。</p><p>在更便宜的价格这一点上，拼多多已经打响了知名度，未来也应该围绕这一点去做深入。</p><p><strong>如何深入？黄峥找到的切入点其实就是<a href=\"https://laohu8.com/S/000061\">农产品</a>。</strong></p><p>除了在致股东信中大谈农业，在财报当中，拼多多也特意列出了农产品成绩单——</p><p>2020年，拼多多来自农（副）产品的成交额为2700亿，规模同比翻倍，占全年成交额的16.2%。</p><p>这是什么概念？要知道，另外几家电商平台的平均占比只有3%左右。</p><p>作为中国最大的农产品上行平台，拼多多的未来是做农产品，帮农民卖货，增加农产品附加值，把利润留给农村，同时降低价格，让城里人吃上更好的东西。</p><p>过去三四十年，中国一线城市得到了充分甚至是过度的发展，拼多多的未来，往大了说是在响应时代趋势，通过乡村振兴，改变整个中国的城市结构。</p><p>这些操作说明了什么？</p><p>互联网已经没有下半场，下半场在线下、在传统行业那里。</p></article></body></html>","source":"tencent","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>拼多多超越阿里，马云最担心的事，终于发生了！</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拼多多超越阿里，马云最担心的事，终于发生了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 18:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103181921597b6f359e&s=b><strong>电商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一、终于！拼多多超越阿里！马云曾放出豪言：我拿着望远镜都找不到对手。京东？我创立阿里巴巴就是为了培育更多的京东！万万没想到，半路会杀出一个拼多多：3年上市，5年成长为中国第四大互联网公司。2020年，黄峥的身价更是一度超越马云。2021年，马云最担心的事情终于发生了：阿里的年活跃用户，正式被拼多多赶超！这绝对是要载入中国电商史册的重要时刻！昨天（3月17日），拼多多发布了2020年第四季度及全年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103181921597b6f359e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"09988":"阿里巴巴-SW","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103181921597b6f359e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2120547221","content_text":"一、终于！拼多多超越阿里！马云曾放出豪言：我拿着望远镜都找不到对手。京东？我创立阿里巴巴就是为了培育更多的京东！万万没想到，半路会杀出一个拼多多：3年上市，5年成长为中国第四大互联网公司。2020年，黄峥的身价更是一度超越马云。2021年，马云最担心的事情终于发生了：阿里的年活跃用户，正式被拼多多赶超！这绝对是要载入中国电商史册的重要时刻！昨天（3月17日），拼多多发布了2020年第四季度及全年财报，风清梳理了一下，业绩可谓是相当亮眼——首先，从买家数量的角度说，拼多多已经成为全球规模最大的电商平台。截至2020年底，拼多多年活跃买家数达7.88亿，超过阿里巴巴的7.79亿。亚马逊截止2019年的数据只有3亿。其次，从平台交易额的角度看，买家在拼多多花的钱更多了。从下沉市场踏泥而来，拼多多一向以低客单价著称。但根据最新财报显示，拼多多活跃买家年度平均消费额增长到了2115元，比上一年同比增长23%。第三，买家数量上涨x买家花钱更多=拼多多平台交易额（GMV）上升。电商平台GMV破万亿是一个了不起的成就，为了翻越这座山，阿里花了 14 年，京东花了 19 年，拼多多只花了 4 年半。截至2020年底，拼多多GMV再度攀升，达到了16676亿元，比上一年同比大涨66%。国家统计局数据显示，2020年中国网上零售额的同比增速是10.9%。也即是说，拼多多在万亿GMV的庞大基数基础上，增速依然达到了行业平均水平的6倍！电商人都知道，活跃买家数和GMV是平台最看重的两大核心数据。拼多多的财报表现，实在令人敬畏。二、黄峥激流勇退56岁的马云退休了。48岁的刘强东退休了。万万没想到的是，80后黄峥也在最新财报发布之后提交了辞呈：继去年卸任拼多多CEO之后，黄峥宣布卸任董事长职位，由拼多多现任CEO陈磊接任。自此，中国三大电商巨头都完成了权力交接：阿里CEO张勇、京东CEO徐雷、拼多多CEO陈磊。这又是值得载入中国电商史册的一刻。令人不解的是，拼多多风头正劲，黄峥正当盛年，他为什么要选择激流勇退？在2021年致股东信当中，黄峥给出了两个理由。第一，是行业竞争的日益激烈甚至异化，让我意识到这种传统的以规模和效率为主要导向的竞争，是有其不可避免的问题的。要改变就必须在更底层、根本的问题上采取行动，要在核心科技和其基础理论上寻找答案。我作为创始人，跳脱出来去摸一摸10年后路上的石头。第二，疫情等原因导致的外部环境的剧烈变化，也加速了拼多多内部业务和管理的迭代。拼多多从一个纯轻资产的第三方平台，开始转重，在仓储、物流及农货源头开始进行新一轮的投入。是时候逐步让更多的后浪起来塑造属于他们的拼多多了。翻译一下：1、为了拼效率，996福报论，员工过劳猝死，这种互联网竞争模式是有问题的。2、拼多多已经超越了阿里，表面的规模化竞争已经没有意义。3、怎么改变？黄峥也还没想清楚，但大致方向是核心科技。4、黄峥已经带领拼多多完成了阶段性目标，拼多多以后的仓储、物流等杂事，交给后浪去做。值得注意的是，在招股书当中，黄峥用大量篇幅提到了农业问题。退休之后，“我想去做一些食品科学和生命科学领域的研究”。马云要去当老师搞教育，黄峥要去当科学家搞农业研究，大佬们的下半场，看起来都相当理想主义。然而，事实果真如此吗？在致股东信中，黄峥表示，此次卸任董事长和拼多多管理职位后，他手上1:10的超级投票权也将失效。但根据资料显示，黄峥的投票权比例从88.4%降低至80.7%，拼多多的实际控制权依旧掌握在黄峥手里。马云与刘强东的退休其实都与之类似，只不过是从台前走向了幕后。有以上两位大佬的前车之鉴，黄峥的卸任，将创始人与公司解绑，实则既是对黄峥的保护，也是为了拼多多的长远发展。三、互联网没有下半场今天有个帖子很火，阿里员工在网上吐槽——说的基本没错。那么作为当年的淘宝，如今的拼多多的未来在哪里？搞仓储、建物流，无论是学京东，还是拿极兔快递抢通达系的生意，其实都没多大新意。像淘宝一样分裂一个专做大牌的天猫？难上加上。再者，拼多多如果这样做，那它又和淘宝有什么区别？消费者看中拼多多，无非是因为便宜。黄峥要去摸十年后的石头，对此，亚马逊的CEO贝佐斯有过一段精彩的论述——比起关注未来10年会有什么变化而言，我更关心未来10年什么不会变。对于零售行业，消费者想要的永远是：更便宜的价格、更快的配送、更多的选择。这三点不会随着时间而改变，我们应该围绕这些不变的东西来建立商业策略。在更便宜的价格这一点上，拼多多已经打响了知名度，未来也应该围绕这一点去做深入。如何深入？黄峥找到的切入点其实就是农产品。除了在致股东信中大谈农业，在财报当中，拼多多也特意列出了农产品成绩单——2020年，拼多多来自农（副）产品的成交额为2700亿，规模同比翻倍，占全年成交额的16.2%。这是什么概念？要知道，另外几家电商平台的平均占比只有3%左右。作为中国最大的农产品上行平台，拼多多的未来是做农产品，帮农民卖货，增加农产品附加值，把利润留给农村，同时降低价格，让城里人吃上更好的东西。过去三四十年，中国一线城市得到了充分甚至是过度的发展，拼多多的未来，往大了说是在响应时代趋势，通过乡村振兴，改变整个中国的城市结构。这些操作说明了什么？互联网已经没有下半场，下半场在线下、在传统行业那里。","news_type":1},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392893053,"gmtCreate":1607416101372,"gmtModify":1703847702320,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"6啊 做空的亏得劈叉都没了 哈哈&nbsp;","listText":"6啊 做空的亏得劈叉都没了 哈哈&nbsp;","text":"6啊 做空的亏得劈叉都没了 哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392893053","repostId":"1139964429","repostType":4,"repost":{"id":"1139964429","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":1607415012,"share":"https://www.laohu8.com/m/news/1139964429?lang=&edition=full","pubTime":"2020-12-08 16:10","market":"sh","language":"zh","title":"11月国产特斯拉 Model 3 销量为21604辆，环比增长77.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139964429","media":"老虎资讯综合","summary":"12月8日消息，乘联会表示，11月国产特斯拉&nbsp;Model 3&nbsp;销量为21604辆，10月份为12143辆。\n\n另外，中国11月份广义乘用车零售销量211万辆，同比增加7.8%。其中，11月新能源乘用车批发销量18.0万辆，同比增长128.6%，环比10月增长24.8%。\n\n乘联会厂商预测团队11月初的预测，2021年狭义乘用车批发增速为9%，零售增速为7%，汽车增速为4%。","content":"<p>12月8日消息，乘联会表示，11月国产特斯拉&nbsp;Model 3&nbsp;销量为21604辆，10月份为12143辆。</p><p>另外，中国11月份广义乘用车零售销量211万辆，同比增加7.8%。其中，11月新能源乘用车批发销量18.0万辆，同比增长128.6%，环比10月增长24.8%。</p><p>乘联会厂商预测团队11月初的预测，2021年狭义乘用车批发增速为9%，零售增速为7%，汽车增速为4%。</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>11月国产特斯拉 Model 3 销量为21604辆，环比增长77.9%</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\">\n11月国产特斯拉 Model 3 销量为21604辆，环比增长77.9%\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\">2020-12-08 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月8日消息，乘联会表示，11月国产特斯拉&nbsp;Model 3&nbsp;销量为21604辆，10月份为12143辆。</p><p>另外，中国11月份广义乘用车零售销量211万辆，同比增加7.8%。其中，11月新能源乘用车批发销量18.0万辆，同比增长128.6%，环比10月增长24.8%。</p><p>乘联会厂商预测团队11月初的预测，2021年狭义乘用车批发增速为9%，零售增速为7%，汽车增速为4%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84f744795d09d7af7b33d92664a4cdff","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139964429","content_text":"12月8日消息，乘联会表示，11月国产特斯拉 Model 3 销量为21604辆，10月份为12143辆。另外，中国11月份广义乘用车零售销量211万辆，同比增加7.8%。其中，11月新能源乘用车批发销量18.0万辆，同比增长128.6%，环比10月增长24.8%。乘联会厂商预测团队11月初的预测，2021年狭义乘用车批发增速为9%，零售增速为7%，汽车增速为4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396864826,"gmtCreate":1607091011065,"gmtModify":1703846375429,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大水这么放还怕不涨？","listText":"大水这么放还怕不涨？","text":"大水这么放还怕不涨？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396864826","repostId":"1129039926","repostType":4,"repost":{"id":"1129039926","pubTimestamp":1607052306,"share":"https://www.laohu8.com/m/news/1129039926?lang=&edition=full","pubTime":"2020-12-04 11:25","market":"us","language":"zh","title":"美股将回调？答YES的除了大摩，更有看跌40%的经济学家","url":"https://stock-news.laohu8.com/highlight/detail?id=1129039926","media":"智通财经","summary":"近日，美国股市各大指数屡创新高，纷纷引起各大机构的注意，但是，这样的上涨，也引起了一些分析师和经济学家的担心。然而，Wilson对此不以为然，他警告称，在2020年剩下的几个星期里，他看到了股市再次下跌的风险，这将是自9月份以来的第三次接近10%的调整。近日，Wilson再次警告称，美股股市已处于超买状态，并在近期飙升后将面临回调风险。最后，与11月一样，Wilson仍然看涨美股，他表示，股市遭到的任何抛售，或许都是买入良机。","content":"<p>近日，美国股市各大指数屡创新高，纷纷引起各大机构的注意，但是，这样的上涨，也引起了一些分析师和经济学家的担心。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Michael Wilson在近期警告，美国股市近期飙升之后已经超买，恐将面临回调风险。</p>\n<p>这位分析师在过去一年不断以不可思议的精准度把握了市场的拐点：在3月份危机最严重的时候，当大多数同行都认为美股目前处于末日般的境地时，该分析师开始看涨美股。</p>\n<p>而当他警告“为未来五周非常困难的交易环境做好准备”时（9月初科技股大跌之后），两周后，他再次正确预测美国股市将迎来数月来的第二次10%的调整：“投资者对于围绕美国大选结果的不确定性有点过于自满，我认为大选结果出炉和出现第二波卫生事件之前美国不太可能通过的财政刺激方案“。随后，标准普尔500指数下跌了9%，纳斯达克指数和罗素2000指数分别下跌了10%和7%。</p>\n<p>之后，在11月初，该分析师改变了看跌的观点，并表示预期的调整目前已经基本结束，建议在股市进一步走弱时逐步加大投资。自那以后，标普指数和纳斯达克指数相继上涨了13.5%和10.8%，纷纷创下历史新高，罗素指数随后也暴涨了16%。</p>\n<p>此外，在一个月前，Wilson表示，尽管标普指数已突破3150至3550的价格区间，但他仍然坚称美股目前仍处于牛市，显然，大多数与疫苗相关的“好消息”都已经被逐步消化。但这并没有阻止股市继续上涨，因为市场注意力已经从疫苗逐渐转移到了国会有关财政刺激方案的辩论上。</p>\n<p>然而，Wilson对此不以为然，他警告称，在2020年剩下的几个星期里，他看到了股市再次下跌的风险，这将是自9月份以来的第三次接近10%的调整。市场也意识到“随着病例数和死亡人数的增加，疫苗在未来3-4个月内将无法进行大规模分发”这一“坏消息”将促进这一趋势的发展。不过，Wilson指出，如果在12月的联邦公开市场委员会(FOMC)会议上，美联储将延长购买TSY国债的期限，这甚至可能引发美联储进一步的宽松政策，从12个月的角度来看，将仍然看涨美国股市。</p>\n<p>因此，可以看到，Wilson认为重要的是，下跌风险并不是因为股市出现了大幅的上涨，而是10年期美债收益率的上升将冲击科技股和其他创下新高的股票，同时支撑着周期股和价值股。</p>\n<p><img src=\"https://static.tigerbbs.com/fc122054bc8df8e79c272684b2882c28\" tg-width=\"912\" tg-height=\"363\"></p>\n<p>该分析师表示：“鉴于经济学家预测明年美国名义GDP增长率为7.5%，从12个月的角度来看，1%的10年期美国国债的定价似乎并不是那么合理。这对股票估值将产生一定影响，尤其是像纳斯达克和标准普尔500指数长期股票的估值。相反，较短期限的周期性股票应该会从更好的增长和更高的利率中得到提振。因此，在过去几个月里，随着市场考虑全面重开经济，我们可以看到市场关注点逐渐从纳斯达克转移到了小盘股罗素2000。我们认为，如果我们对经济和利率的判断是正确的，这种转换将持续下去。”</p>\n<p><a href=\"https://laohu8.com/S/C\">花旗</a>策略师Robert Buckland也指出，预期美债的抛售将进一步推动成长股的涨势轮动到价值股，投资人将淡化不利的基本面因素，更关注明年的经济复苏，并预期美债收益率将走高。</p>\n<p>自那以后，10年期美债利率继续上涨，并在近期短暂触及到了11月以来的最高点0.96%。</p>\n<p><img src=\"https://static.tigerbbs.com/2fb8091e9adb12d743f6f2f458f0974e\" tg-width=\"972\" tg-height=\"565\"></p>\n<p>近日，Wilson再次警告称，美股股市已处于超买状态，并在近期飙升后将面临回调风险。</p>\n<p>正如Wilson在一个月前所表示，大多数人都忽视的一个关键风险是，美国国债收益率正继续走高，这可能引发市场不安，进而推低股市。</p>\n<p>Wilson在接受采访时指出，“市场已经超买，而且坦率地说，市场估值可能有点过高，因为利率现在终于开始迎头赶上。市场当前面临的风险是，随着10年期美债收益率开始追赶上来，作为长期资产的股票，尤其是美国股票市场，估值将被重置。”</p>\n<p>而对于美股股市走向，各大机构近期也表达了各自的看法。三菱日联分析师Jonathan Butler表示，年末到来，美股继续高涨，市场会变得更倾向于风险，但市场面临着投资者获利了结的风险，并且美股非常依赖于疫苗的表现，实际利率和其它宏观环境则都是利好黄金的。</p>\n<p>著名的经济学家哈里.邓特认为，美国股市是一个巨大的泡沫，未来的一个月，美国股市可能从高点暴跌40%。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席股票策略师Mislav Matejka罕见地首次下调了他对美股的看法：将美股评级下调至中性，将欧股评级上调至增持，该策略师给出的下调美股评级的理由是，今年的一些混乱在2021年将趋于稳定。</p>\n<p>尽管到目前为止，美股股市依然并没有表现出回调，也似乎没有表现出美债利率的上升对长期股票的冲击。但是零对冲认为，预计在未来几天或几周内，一旦10年期美债利率上升至1.0%以上时，这种情况就会发生改变。</p>\n<p>最后，与11月一样，Wilson仍然看涨美股，他表示，股市遭到的任何抛售，或许都是买入良机。“过去几周市场有点泡沫，”他说。“任何回调都会受到欢迎，这会使我更愿意投入资金。”</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股将回调？答YES的除了大摩，更有看跌40%的经济学家</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美股将回调？答YES的除了大摩，更有看跌40%的经济学家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-04 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/372805.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，美国股市各大指数屡创新高，纷纷引起各大机构的注意，但是，这样的上涨，也引起了一些分析师和经济学家的担心。\n摩根士丹利分析师Michael Wilson在近期警告，美国股市近期飙升之后已经超买，恐将面临回调风险。\n这位分析师在过去一年不断以不可思议的精准度把握了市场的拐点：在3月份危机最严重的时候，当大多数同行都认为美股目前处于末日般的境地时，该分析师开始看涨美股。\n而当他警告“为未来五周非常...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/372805.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/372805.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1129039926","content_text":"近日，美国股市各大指数屡创新高，纷纷引起各大机构的注意，但是，这样的上涨，也引起了一些分析师和经济学家的担心。\n摩根士丹利分析师Michael Wilson在近期警告，美国股市近期飙升之后已经超买，恐将面临回调风险。\n这位分析师在过去一年不断以不可思议的精准度把握了市场的拐点：在3月份危机最严重的时候，当大多数同行都认为美股目前处于末日般的境地时，该分析师开始看涨美股。\n而当他警告“为未来五周非常困难的交易环境做好准备”时（9月初科技股大跌之后），两周后，他再次正确预测美国股市将迎来数月来的第二次10%的调整：“投资者对于围绕美国大选结果的不确定性有点过于自满，我认为大选结果出炉和出现第二波卫生事件之前美国不太可能通过的财政刺激方案“。随后，标准普尔500指数下跌了9%，纳斯达克指数和罗素2000指数分别下跌了10%和7%。\n之后，在11月初，该分析师改变了看跌的观点，并表示预期的调整目前已经基本结束，建议在股市进一步走弱时逐步加大投资。自那以后，标普指数和纳斯达克指数相继上涨了13.5%和10.8%，纷纷创下历史新高，罗素指数随后也暴涨了16%。\n此外，在一个月前，Wilson表示，尽管标普指数已突破3150至3550的价格区间，但他仍然坚称美股目前仍处于牛市，显然，大多数与疫苗相关的“好消息”都已经被逐步消化。但这并没有阻止股市继续上涨，因为市场注意力已经从疫苗逐渐转移到了国会有关财政刺激方案的辩论上。\n然而，Wilson对此不以为然，他警告称，在2020年剩下的几个星期里，他看到了股市再次下跌的风险，这将是自9月份以来的第三次接近10%的调整。市场也意识到“随着病例数和死亡人数的增加，疫苗在未来3-4个月内将无法进行大规模分发”这一“坏消息”将促进这一趋势的发展。不过，Wilson指出，如果在12月的联邦公开市场委员会(FOMC)会议上，美联储将延长购买TSY国债的期限，这甚至可能引发美联储进一步的宽松政策，从12个月的角度来看，将仍然看涨美国股市。\n因此，可以看到，Wilson认为重要的是，下跌风险并不是因为股市出现了大幅的上涨，而是10年期美债收益率的上升将冲击科技股和其他创下新高的股票，同时支撑着周期股和价值股。\n\n该分析师表示：“鉴于经济学家预测明年美国名义GDP增长率为7.5%，从12个月的角度来看，1%的10年期美国国债的定价似乎并不是那么合理。这对股票估值将产生一定影响，尤其是像纳斯达克和标准普尔500指数长期股票的估值。相反，较短期限的周期性股票应该会从更好的增长和更高的利率中得到提振。因此，在过去几个月里，随着市场考虑全面重开经济，我们可以看到市场关注点逐渐从纳斯达克转移到了小盘股罗素2000。我们认为，如果我们对经济和利率的判断是正确的，这种转换将持续下去。”\n花旗策略师Robert Buckland也指出，预期美债的抛售将进一步推动成长股的涨势轮动到价值股，投资人将淡化不利的基本面因素，更关注明年的经济复苏，并预期美债收益率将走高。\n自那以后，10年期美债利率继续上涨，并在近期短暂触及到了11月以来的最高点0.96%。\n\n近日，Wilson再次警告称，美股股市已处于超买状态，并在近期飙升后将面临回调风险。\n正如Wilson在一个月前所表示，大多数人都忽视的一个关键风险是，美国国债收益率正继续走高，这可能引发市场不安，进而推低股市。\nWilson在接受采访时指出，“市场已经超买，而且坦率地说，市场估值可能有点过高，因为利率现在终于开始迎头赶上。市场当前面临的风险是，随着10年期美债收益率开始追赶上来，作为长期资产的股票，尤其是美国股票市场，估值将被重置。”\n而对于美股股市走向，各大机构近期也表达了各自的看法。三菱日联分析师Jonathan Butler表示，年末到来，美股继续高涨，市场会变得更倾向于风险，但市场面临着投资者获利了结的风险，并且美股非常依赖于疫苗的表现，实际利率和其它宏观环境则都是利好黄金的。\n著名的经济学家哈里.邓特认为，美国股市是一个巨大的泡沫，未来的一个月，美国股市可能从高点暴跌40%。\n摩根大通首席股票策略师Mislav Matejka罕见地首次下调了他对美股的看法：将美股评级下调至中性，将欧股评级上调至增持，该策略师给出的下调美股评级的理由是，今年的一些混乱在2021年将趋于稳定。\n尽管到目前为止，美股股市依然并没有表现出回调，也似乎没有表现出美债利率的上升对长期股票的冲击。但是零对冲认为，预计在未来几天或几周内，一旦10年期美债利率上升至1.0%以上时，这种情况就会发生改变。\n最后，与11月一样，Wilson仍然看涨美股，他表示，股市遭到的任何抛售，或许都是买入良机。“过去几周市场有点泡沫，”他说。“任何回调都会受到欢迎，这会使我更愿意投入资金。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396866361,"gmtCreate":1607090530153,"gmtModify":1703846371442,"author":{"id":"3568992753951514","authorId":"3568992753951514","name":"大保健技术科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"放这么多大水？还怕不涨 高点放消息那你倒是空单搞起来啊 逗比","listText":"放这么多大水？还怕不涨 高点放消息那你倒是空单搞起来啊 逗比","text":"放这么多大水？还怕不涨 高点放消息那你倒是空单搞起来啊 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