RoadToTesla的个人主页 - 老虎社区

RoadToTesla

RoadToTesla

Sailing and Flying

IP属地：河北

71关注

123粉丝

8主题

0勋章

2021-04-21

Tesla,实事求是！有问题解决问题。

2021-05-04

Tesla,又买6股，685入!lift to 1000!

2021-04-21

seek the truth!

抱歉，原内容已删除

2021-04-06

GME,卖空6股。183

2021-01-30

“委员会正在与我们的监管合作伙伴紧密合作，无论是在政府内部、还是在美国金融业监管局FINRA、以及包括股票交易所在内的其他自我监管组织，以确保受监管实体履行保护投资者的责任，并确定和追查潜在的不法行为。将密切审查受监管实体采取的可能不利于投资者、或以其他方式不适当地抑制其交易某些证券的能力的行动。”

2023-01-09

+5股支持！

传特斯拉中国三天内获3万订单，别的新能源车企怎么办？

2020-11-30

Hello,TigerTrade

2022-12-30

miracle!

腾讯12月30日继续回购，年内累计回购超9000万股

2021-03-18

that is great!

昨夜，美联储说了哪些要点？

2021-03-08

Tesla lift to 1000 asap!

2021-02-03

被关门打狗了！

Robinhood移除对AMC和GME的限制，散户概念走高

2023-09-12

顶！

腾讯控股：9月12日回购124万股，耗资约4亿港元

2022-12-09

great!

腾讯控股：于12月9日回购98.52万股，共耗资约3.16亿港元

2021-05-06

点赞！

特斯拉或于年内上线数据平台，车主可自由查看

2021-02-26

$特斯拉(TSLA)$lift to 1000!

2021-02-22

tesla雄起！1000见！

2021-02-02

May God bless me!

快手场外交易连续翻倍，中签者已确定一日暴富？

2021-02-01

Better Bitcoin!Better Battery!

抱歉，原内容已删除

2023-09-26

顶住！

腾讯控股：9月26日耗资约4亿港元回购133万股

2023-09-21

抬！

腾讯控股：于9月21日回购132万股，共耗资约4亿港元

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于9月21日回购132万股，每股作价302.2-307.2港元，共耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4d93125ade4a67c9eca22c3e9dc5cd1\" tg-width=\"1567\" tg-height=\"516\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1526":"科网股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","00700":"腾讯控股","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder 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17:50","market":"hk","language":"zh","title":"腾讯控股：于9月18日回购127万股，共耗资约4亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1198573209","media":"老虎资讯综合","summary":"$腾讯控股(00700)$在港交所公告，于9月18日回购127万股，每股作价312.2-318.8港元，共耗资约4亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于9月18日回购127万股，每股作价312.2-318.8港元，共耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dbabaf3abe9c08f8f5927111320e6f8\" tg-width=\"1573\" tg-height=\"519\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：于9月18日回购127万股，共耗资约4亿港元</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于9月18日回购127万股，每股作价312.2-318.8港元，共耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dbabaf3abe9c08f8f5927111320e6f8\" tg-width=\"1573\" tg-height=\"519\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" 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17:49","market":"hk","language":"zh","title":"腾讯9月15日回购126万股，耗资约4亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2367176697","media":"腾讯","summary":"每股回购价格为317.2-321.6港元。","content":"<html><head></head><body><p>连续第十九日出手！<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>9月15日回购126万股，每股价格为317.2至321.6港元，耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6983bf13d77f1e2065fa1c727d9dcb59\" title=\"\" tg-width=\"821\" tg-height=\"800\"/></p><p></p></body></html>","source":"lsy1590721949393","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>腾讯9月15日回购126万股，耗资约4亿港元</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309151732148069b244&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367176697","content_text":"连续第十九日出手！腾讯控股9月15日回购126万股，每股价格为317.2至321.6港元，耗资约4亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219782934798456,"gmtCreate":1694687410736,"gmtModify":1694687412056,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"举！","listText":"举！","text":"举！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219782934798456","repostId":"1197375933","repostType":2,"repost":{"id":"1197375933","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":1694685313,"share":"https://www.laohu8.com/m/news/1197375933?lang=&edition=full","pubTime":"2023-09-14 17:55","market":"hk","language":"zh","title":"腾讯控股：9月14日回购125万股，耗资约4亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1197375933","media":"老虎资讯综合","summary":"腾讯控股在港交所公告，于9月14日回购125万股，每股作价318.6-322.6港元，共耗资约4亿港元。","content":"<html><head></head><body><p>腾讯控股在港交所公告，于9月14日回购125万股，每股作价318.6-322.6港元，共耗资约4亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89f8c03cb3eff16f5443a462d7478b31\" tg-width=\"1337\" tg-height=\"438\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：9月14日回购125万股，耗资约4亿港元</title>\n<style 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17:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股在港交所公告，于9月14日回购125万股，每股作价318.6-322.6港元，共耗资约4亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89f8c03cb3eff16f5443a462d7478b31\" tg-width=\"1337\" tg-height=\"438\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197375933","content_text":"腾讯控股在港交所公告，于9月14日回购125万股，每股作价318.6-322.6港元，共耗资约4亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219420106084416,"gmtCreate":1694606954206,"gmtModify":1694606955544,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"great!","listText":"great!","text":"great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219420106084416","repostId":"2367182735","repostType":2,"repost":{"id":"2367182735","kind":"news","pubTimestamp":1694600098,"share":"https://www.laohu8.com/m/news/2367182735?lang=&edition=full","pubTime":"2023-09-13 18:14","market":"hk","language":"zh","title":"腾讯控股9月13日回购125万股，耗资约4亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2367182735","media":"腾讯自选股","summary":"连续第十七日出手！腾讯控股9月13日回购125万股，每股价格为319.2至326港元，耗资约4亿港元。","content":"<html><body><article><p>连续第十七日出手！<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>9月13日<span>回购</span>125万股，每股价格为319.2至326港元，耗资约4亿港元。</p><img src=\"http://snpimg.gtimg.com/snp/0/IMG20230913181925838b743f_584x517/0\"/></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>腾讯控股9月13日回购125万股，耗资约4亿港元</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","BK1502":"双十一","BK1517":"云办公","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK1516":"腾讯概念","00700":"腾讯控股","LU0048597586.USD":"富达亚洲焦点A","LU0051755006.USD":"摩根大通中国A (dist)","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0181495838.USD":"施罗德新兴亚洲A 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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腾讯控股：9月12日回购124万股，耗资约4亿港元\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\">2023-09-12 17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股在港交所公告，于9月12日回购124万股，每股作价319.8-328港元，共耗资约4亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b6392389663e9036c0738bd1d0bb40\" tg-width=\"1341\" tg-height=\"438\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189034646","content_text":"腾讯控股在港交所公告，于9月12日回购124万股，每股作价319.8-328港元，共耗资约4亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218739888505096,"gmtCreate":1694427275190,"gmtModify":1694427276590,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"330g!","listText":"330g!","text":"330g!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218739888505096","repostId":"1126885407","repostType":2,"repost":{"id":"1126885407","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":1694425814,"share":"https://www.laohu8.com/m/news/1126885407?lang=&edition=full","pubTime":"2023-09-11 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17:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股在港交所公告，于9月11日回购125万股，每股作价315.4-325.2港元，共耗资约4.02亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cbd55432e4a5157797bc6f76b446fb\" tg-width=\"1337\" tg-height=\"443\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126885407","content_text":"腾讯控股在港交所公告，于9月11日回购125万股，每股作价315.4-325.2港元，共耗资约4.02亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216588960190568,"gmtCreate":1693911524596,"gmtModify":1693911525946,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"nice!","listText":"nice!","text":"nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216588960190568","repostId":"1179597087","repostType":2,"repost":{"id":"1179597087","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":1693907221,"share":"https://www.laohu8.com/m/news/1179597087?lang=&edition=full","pubTime":"2023-09-05 17:47","market":"hk","language":"zh","title":"腾讯：9月5日回购122万股股份，耗资约4亿港元。","url":"https://stock-news.laohu8.com/highlight/detail?id=1179597087","media":"老虎资讯综合","summary":"每股价格为327.8至334.8港元。","content":"<html><head></head><body><p>连续第十二日出手！腾讯控股9月5日回购122万股，每股价格为327.8至334.8港元，耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f94f5aa0fc67840261befc8b1e21db71\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯：9月5日回购122万股股份，耗资约4亿港元。</title>\n<style 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17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>连续第十二日出手！腾讯控股9月5日回购122万股，每股价格为327.8至334.8港元，耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f94f5aa0fc67840261befc8b1e21db71\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179597087","content_text":"连续第十二日出手！腾讯控股9月5日回购122万股，每股价格为327.8至334.8港元，耗资约4亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216243052277856,"gmtCreate":1693823562014,"gmtModify":1693823563341,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"340再次走起呀！","listText":"340再次走起呀！","text":"340再次走起呀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216243052277856","repostId":"1168271017","repostType":2,"repost":{"id":"1168271017","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":1693823040,"share":"https://www.laohu8.com/m/news/1168271017?lang=&edition=full","pubTime":"2023-09-04 18:24","market":"us","language":"zh","title":"腾讯控股：9月4日回购121万股，耗资约4.03亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1168271017","media":"老虎资讯综合","summary":"9月4日，$腾讯控股(00700)$：于2023年9月4日回购121万股，每股回购价格为328.6-334.4港元，共耗资约4.03亿港元。","content":"<html><head></head><body><p>9月4日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2023年9月4日回购121万股，每股回购价格为328.6-334.4港元，共耗资约4.03亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3617315f7852af754f647eb887e29cac\" tg-width=\"1346\" tg-height=\"441\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：9月4日回购121万股，耗资约4.03亿港元</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腾讯控股：9月4日回购121万股，耗资约4.03亿港元\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\">2023-09-04 18:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月4日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2023年9月4日回购121万股，每股回购价格为328.6-334.4港元，共耗资约4.03亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3617315f7852af754f647eb887e29cac\" tg-width=\"1346\" tg-height=\"441\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1502":"双十一","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","BK1531":"手游股","BK1589":"北水核心资产","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS 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17:51","market":"other","language":"zh","title":"腾讯控股：8月31日回购123万股，耗资约4.02亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1138685059","media":"老虎资讯综合","summary":"$腾讯控股(00700)$：于2023年8月31日回购123万股，每股回购价格为322.2-331.4港元，共耗资约4.02亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2023年8月31日回购123万股，每股回购价格为322.2-331.4港元，共耗资约4.02亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2f37ece1ae9e9cff31e7e6daa187d76\" tg-width=\"1569\" tg-height=\"518\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：8月31日回购123万股，耗资约4.02亿港元</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腾讯控股：8月31日回购123万股，耗资约4.02亿港元\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\">2023-08-31 17:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2023年8月31日回购123万股，每股回购价格为322.2-331.4港元，共耗资约4.02亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2f37ece1ae9e9cff31e7e6daa187d76\" tg-width=\"1569\" tg-height=\"518\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"80700":"腾讯控股-R","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0048580855.USD":"富达大中华区A","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","IE0008368742.USD":"首域中国增长基金I Acc","LU0048597586.USD":"富达亚洲焦点A","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  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17:51","market":"hk","language":"zh","title":"腾讯控股：8月30日回购122万股，耗资约4.01亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1137632247","media":"老虎资讯综合","summary":"$腾讯控股(00700)$：于2023年8月30日回购122万股，每股回购价格为325.2-333.8港元，共耗资约4.01亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2023年8月30日回购122万股，每股回购价格为325.2-333.8港元，共耗资约4.01亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00c36a56f94f8696aaccf46352fd665\" tg-width=\"1569\" tg-height=\"513\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：8月30日回购122万股，耗资约4.01亿港元</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2023年8月30日回购122万股，每股回购价格为325.2-333.8港元，共耗资约4.01亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00c36a56f94f8696aaccf46352fd665\" tg-width=\"1569\" tg-height=\"513\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"80700":"腾讯控股-R","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1517":"云办公","BK1608":"元宇宙概念","BK1516":"腾讯概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0048580855.USD":"富达大中华区A","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","00700":"腾讯控股","IE0008368742.USD":"首域中国增长基金I 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2023年8月28日回购123万股，每股回购价格为324.8-333港元，共耗资约4.03亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c4ed737790cbd0cb577d26dd73d5f71\" tg-width=\"1572\" tg-height=\"521\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","00700":"腾讯控股","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B3M56506.USD":"NEUBERGER 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330走起！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212667855855760","repostId":"1102919581","repostType":2,"repost":{"id":"1102919581","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":1692956943,"share":"https://www.laohu8.com/m/news/1102919581?lang=&edition=full","pubTime":"2023-08-25 17:49","market":"hk","language":"zh","title":"腾讯控股：8月25日回购125万股股份，耗资约4.02亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1102919581","media":"老虎资讯综合","summary":"$腾讯控股(00700)$在港交所公告，于8月25日回购125万股股份，每股作价320-323.6港元，共耗资约4.02亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于8月25日回购125万股股份，每股作价320-323.6港元，共耗资约4.02亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2370cda95c9baf1c0ca706a74d49d4f6\" title=\"\" tg-width=\"1569\" tg-height=\"516\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：8月25日回购125万股股份，耗资约4.02亿港元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯控股：8月25日回购125万股股份，耗资约4.02亿港元\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\">2023-08-25 17:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于8月25日回购125万股股份，每股作价320-323.6港元，共耗资约4.02亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2370cda95c9baf1c0ca706a74d49d4f6\" title=\"\" tg-width=\"1569\" tg-height=\"516\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0181495838.USD":"施罗德新兴亚洲A 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(dist)","BK1095":"互动媒体与服务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102919581","content_text":"腾讯控股在港交所公告，于8月25日回购125万股股份，每股作价320-323.6港元，共耗资约4.02亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212341411647552,"gmtCreate":1692872068486,"gmtModify":1692872069889,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"+100股支持！","listText":"+100股支持！","text":"+100股支持！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212341411647552","repostId":"1139381278","repostType":2,"repost":{"id":"1139381278","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":1692865916,"share":"https://www.laohu8.com/m/news/1139381278?lang=&edition=full","pubTime":"2023-08-24 16:31","market":"hk","language":"zh","title":"美团二季度营收679.6亿元，经调净利润同比增272.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139381278","media":"老虎资讯综合","summary":"美团Q2营收为679.6亿元，去年同期为509.38亿元。","content":"<html><head></head><body><p>8月24日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>今日发布了截至6月30日的2023年第二季度财报：第二季度营收679.6亿元，同比增长33.4%；利润46.9亿元，同比扭亏为盈；非国际财务报告准则下净利润76.6亿元，同比增272.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4f9058389752896c2f217106c6aebc9\" title=\"\" tg-width=\"1077\" tg-height=\"615\"/></p><p><strong>核心本地商业：</strong></p><p style=\"text-align: start;\">美团二季度核心本地商业营收512亿元，同比增长39.2%，经营利润率为21.8%，去年同期为22.5%；即时配送交易笔数同比增长31.6%；</p><p style=\"text-align: start;\">二季度，美团闪购日订单量峰值再次突破1100万，年度活跃商家数同比增长30%；</p><p style=\"text-align: start;\">随着线下消费持续复苏，美团到店、酒店及旅游业务二季度交易额较去年同期增长超120%，年度活跃商家数及年交易用户数创下新高</p><p style=\"text-align: start;\">（注：美团核心本地商业，主要包括原有的餐饮外卖和到店、酒店及旅游分部，还有美团闪购、民宿以及交通票务）</p><p><strong>新业务：</strong></p><p style=\"text-align: start;\">新业务营收167.6亿元，同比增长18.4%；该分部经营亏损同比收窄23.5%至52亿元，经营亏损率环比改善至31%；</p><p style=\"text-align: start;\">截至6月底，美团维持行业领先地位，累计交易用户数已达4.7亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/717b53bb263b7abe99c569245c1a339f\" title=\"\" tg-width=\"1050\" tg-height=\"659\"/></p><p style=\"text-align: start;\"><strong>其它财务数据：</strong></p><p style=\"text-align: start;\">销售及营销开支从90亿元增长至146亿元，占收入的百分比从去年同期的17.6%增长至21.4%；</p><p style=\"text-align: start;\">研发开支从52亿元增至54亿元，但在收入百分比从去年同期的10.2%下降至8.0%；</p><p style=\"text-align: start;\">一般及行政开支从25亿元减少至21亿元，占收入的百分比从4.9%降至3.1%；</p><p style=\"text-align: start;\">美团金融及合同资产减值亏损拨备净额由2022年第二季度的5040万元增加至2023年同期的1.953亿元，反映金融资产的预期信贷亏损变动。</p><p style=\"text-align: start;\">按公允价值计量且其变动计入当期损益的其他金融投资之公允价值变动由2022年第二季度的亏损2.922亿元元变为2023年同期的收益1.038亿元，主要是由于投资组合的公允价值变动。</p><p style=\"text-align: start;\">2023年第二季度的其他收益净额为15亿元，而2022年同期则为9.685亿元。该变动主要由于理财投资之公允价值变动及收益的增加，部分被汇兑收益减少所抵销。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团二季度营收679.6亿元，经调净利润同比增272.2%</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{ 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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\">2023-08-24 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月24日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>今日发布了截至6月30日的2023年第二季度财报：第二季度营收679.6亿元，同比增长33.4%；利润46.9亿元，同比扭亏为盈；非国际财务报告准则下净利润76.6亿元，同比增272.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4f9058389752896c2f217106c6aebc9\" title=\"\" tg-width=\"1077\" tg-height=\"615\"/></p><p><strong>核心本地商业：</strong></p><p style=\"text-align: start;\">美团二季度核心本地商业营收512亿元，同比增长39.2%，经营利润率为21.8%，去年同期为22.5%；即时配送交易笔数同比增长31.6%；</p><p style=\"text-align: start;\">二季度，美团闪购日订单量峰值再次突破1100万，年度活跃商家数同比增长30%；</p><p style=\"text-align: start;\">随着线下消费持续复苏，美团到店、酒店及旅游业务二季度交易额较去年同期增长超120%，年度活跃商家数及年交易用户数创下新高</p><p style=\"text-align: start;\">（注：美团核心本地商业，主要包括原有的餐饮外卖和到店、酒店及旅游分部，还有美团闪购、民宿以及交通票务）</p><p><strong>新业务：</strong></p><p style=\"text-align: start;\">新业务营收167.6亿元，同比增长18.4%；该分部经营亏损同比收窄23.5%至52亿元，经营亏损率环比改善至31%；</p><p style=\"text-align: start;\">截至6月底，美团维持行业领先地位，累计交易用户数已达4.7亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/717b53bb263b7abe99c569245c1a339f\" title=\"\" tg-width=\"1050\" tg-height=\"659\"/></p><p style=\"text-align: start;\"><strong>其它财务数据：</strong></p><p style=\"text-align: start;\">销售及营销开支从90亿元增长至146亿元，占收入的百分比从去年同期的17.6%增长至21.4%；</p><p style=\"text-align: start;\">研发开支从52亿元增至54亿元，但在收入百分比从去年同期的10.2%下降至8.0%；</p><p style=\"text-align: start;\">一般及行政开支从25亿元减少至21亿元，占收入的百分比从4.9%降至3.1%；</p><p style=\"text-align: start;\">美团金融及合同资产减值亏损拨备净额由2022年第二季度的5040万元增加至2023年同期的1.953亿元，反映金融资产的预期信贷亏损变动。</p><p style=\"text-align: start;\">按公允价值计量且其变动计入当期损益的其他金融投资之公允价值变动由2022年第二季度的亏损2.922亿元元变为2023年同期的收益1.038亿元，主要是由于投资组合的公允价值变动。</p><p style=\"text-align: start;\">2023年第二季度的其他收益净额为15亿元，而2022年同期则为9.685亿元。该变动主要由于理财投资之公允价值变动及收益的增加，部分被汇兑收益减少所抵销。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0048580855.USD":"富达大中华区A","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1591":"就地过年概念","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","03690":"美团-W","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1589":"北水核心资产"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139381278","content_text":"8月24日，美团-W今日发布了截至6月30日的2023年第二季度财报：第二季度营收679.6亿元，同比增长33.4%；利润46.9亿元，同比扭亏为盈；非国际财务报告准则下净利润76.6亿元，同比增272.2%。核心本地商业：美团二季度核心本地商业营收512亿元，同比增长39.2%，经营利润率为21.8%，去年同期为22.5%；即时配送交易笔数同比增长31.6%；二季度，美团闪购日订单量峰值再次突破1100万，年度活跃商家数同比增长30%；随着线下消费持续复苏，美团到店、酒店及旅游业务二季度交易额较去年同期增长超120%，年度活跃商家数及年交易用户数创下新高（注：美团核心本地商业，主要包括原有的餐饮外卖和到店、酒店及旅游分部，还有美团闪购、民宿以及交通票务）新业务：新业务营收167.6亿元，同比增长18.4%；该分部经营亏损同比收窄23.5%至52亿元，经营亏损率环比改善至31%；截至6月底，美团维持行业领先地位，累计交易用户数已达4.7亿。其它财务数据：销售及营销开支从90亿元增长至146亿元，占收入的百分比从去年同期的17.6%增长至21.4%；研发开支从52亿元增至54亿元，但在收入百分比从去年同期的10.2%下降至8.0%；一般及行政开支从25亿元减少至21亿元，占收入的百分比从4.9%降至3.1%；美团金融及合同资产减值亏损拨备净额由2022年第二季度的5040万元增加至2023年同期的1.953亿元，反映金融资产的预期信贷亏损变动。按公允价值计量且其变动计入当期损益的其他金融投资之公允价值变动由2022年第二季度的亏损2.922亿元元变为2023年同期的收益1.038亿元，主要是由于投资组合的公允价值变动。2023年第二季度的其他收益净额为15亿元，而2022年同期则为9.685亿元。该变动主要由于理财投资之公允价值变动及收益的增加，部分被汇兑收益减少所抵销。","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212340890218616,"gmtCreate":1692871933150,"gmtModify":1692871934903,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"+5顶！","listText":"+5顶！","text":"+5顶！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212340890218616","repostId":"1106826206","repostType":2,"repost":{"id":"1106826206","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":1692871025,"share":"https://www.laohu8.com/m/news/1106826206?lang=&edition=full","pubTime":"2023-08-24 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于8月24日回购124万股股份，每股作价321-327.8港元，共耗资约4.02亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efa7ae44572988ac4812670ba0031525\" title=\"\" tg-width=\"1569\" tg-height=\"518\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"80700":"腾讯控股-R","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0080751232.USD":"富达环球多元动力基金A","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","BK1526":"科网股","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于8月23日回购126万股，每股价格为317.4至321.2港元，耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be280e412e7c11e17a6d7cb9dd1b52eb\" tg-width=\"560\" 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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腾讯8月22日耗资约4.02亿港元回购126万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-22 18:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/979755.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯控股公布，2023年8月22日耗资约4.02亿港元回购126万股股份。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/979755.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/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"http://www.zhitongcaijing.com/content/detail/979755.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361659945","content_text":"腾讯控股公布，2023年8月22日耗资约4.02亿港元回购126万股股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211295073366280,"gmtCreate":1692616556987,"gmtModify":1692616558453,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"+2[强]&nbsp;","listText":"+2[强]&nbsp;","text":"+2[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211295073366280","repostId":"1198300070","repostType":2,"repost":{"id":"1198300070","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":1692612084,"share":"https://www.laohu8.com/m/news/1198300070?lang=&edition=full","pubTime":"2023-08-21 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于8月21日回购125万股，每股作价318-325.6港元，共耗资约4.01亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cf380188b5bd5210a85ed8c1d554e2\" tg-width=\"1571\" tg-height=\"518\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1608":"元宇宙概念","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","00700":"腾讯控股","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - 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SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198300070","content_text":"腾讯控股在港交所公告，于8月21日回购125万股，每股作价318-325.6港元，共耗资约4.01亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197863252590608,"gmtCreate":1689329129539,"gmtModify":1689329130930,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"站稳350， yeah!","listText":"站稳350， yeah!","text":"站稳350， yeah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197863252590608","repostId":"1149865234","repostType":2,"repost":{"id":"1149865234","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":1689328338,"share":"https://www.laohu8.com/m/news/1149865234?lang=&edition=full","pubTime":"2023-07-14 17:52","market":"hk","language":"zh","title":"腾讯：7月14日斥资4亿港元回购114万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1149865234","media":"老虎资讯综合","summary":"每股价格为349至352.4港元。","content":"<html><head></head><body><p>腾讯控股：7月14日于港交所斥资4亿港元回购股份114万股。每股价格为349至352.4港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7614c0fa891f6effad11f1ce416f426c\" tg-width=\"560\" tg-height=\"240\"/></p><p><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯：7月14日斥资4亿港元回购114万股</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; 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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腾讯：7月14日斥资4亿港元回购114万股\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\">2023-07-14 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股：7月14日于港交所斥资4亿港元回购股份114万股。每股价格为349至352.4港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7614c0fa891f6effad11f1ce416f426c\" tg-width=\"560\" 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15:04","market":"us","language":"zh","title":"传特斯拉中国三天内获3万订单，别的新能源车企怎么办？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168413804","media":"老虎锐评","summary":"如果电动车企不跟风降价的话，还有谁买呢？","content":"<html><head></head><body><p>1月10日消息，据媒体报道，<b>在宣布降价后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国三天内获3万辆汽车订单。</b>（贝壳财经）</p><p><img src=\"https://static.tigerbbs.com/a1417369e4f520ccb8a2c39df158e0ee\" tg-width=\"1500\" tg-height=\"1580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>老虎锐评</b></p><p>上周特斯拉降价之后，拉开了新能源汽车行业的新一个篇章。在这里有两个大的方向要去思考研究：</p><p>1，电动汽车的降价到底可以到什么程度，燃油汽车的价格为什么就是很难降低，成本的深度分析有助于看清楚这个行业的天花板；</p><p>2，<b>中国电动车各企业的生存性问题，这个需要从财报上入手。</b>今天早上我仅分析电动车公司X的财报，起抛砖引玉的作用。</p><p>在进行X的财报分析前，先讲一个大家熟知的赌场策略：赌大小永远压大，如果输了，第二次就翻倍压大。比方说你先拿1块钱去赌大，输了第二次下注用2块钱去赌大…以此类推，直到获胜，不仅前面输的可以捞回来，赢的还是前面输的钱的总和。这个故事被讲了很多次，其实从统计来说，每一次押注完全可以改变选择，你可以第一次压大，输了之后第二次加倍压小，因为每次选择的结果都是相互独立，赢的概率都是1/2。但我看好像这个故事的版本从来不会说这个点，可能理性的统计对于绝大多数人来说比较难接受。</p><p>这个策略实际的问题是，你可能没有那么多的本金持续赌下去。当你输了5次之后，你输的金额是1+2+4+8+16 = 32，第6次下注需要本金64。你身上可能只有40块钱，这时候已经没有办法第6次下注了。</p><p>为什么讲X财报之前要将这个，因为现在的分析都会用DCF模型去算一个目标价格。这些模型的起始点都是若干年之后的net income，然后变成free cash flow计算目标价格。可问题是，如果一个企业都没法活到若干年之后有正的net income的时候，这个模型有什么意义？对于电动车企业的财报，根本不需要去计算什么target price，甚至都不需要怎么看income statement。唯一要死盯住看的，就是cash flow statement。就像刚才说的赌场策略一样，理论是有翻盘的一天，但大多数情况下中途就夭折了。</p><p>电动3宝的年报里面有cash flow statement（规定必须要有），但是季报里面有另外两个报表却没有cash flow statement（规定可以没有）。理想的季报里面会提自己的cash flow的情况，是不是暗示情况要好一点？当然特斯拉的季报里面，三个表都非常全。</p><p>Cash flow statement关系到电动车的生存，当年特斯拉在生死线上挣扎了很久，第一次让全世界觉得这家公司能够活下来的，就是它的CFO（经营现金流）变成了正数。由于我手上并没有最新季度的cash flow statement，所以依靠的是X公司的2021年年报。</p><p>根据X的财报，2019-2021年3年的CFO如下，分别是-35亿，-1亿，-10亿（人民币，以下皆是）。</p><p><img src=\"https://static.tigerbbs.com/ba72cdfa43b330f87886cb88b6ebf631\" tg-width=\"902\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>目前X公司持有的现金或者短期存款有380亿。<img src=\"https://static.tigerbbs.com/2cde1f07b8e1cb9f394c1f0cefd2da70\" tg-width=\"892\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/></p><p>如果按照一年“烧”10亿的角度来看，现在的现金还是比较充裕，烧30年都没事。但是，X的经营现金流-10亿后面没有这么简单。</p><p>X在2021年之所以只烧了10亿，是因为2021年又新增了95亿的payable（应付账款但实际未付），其中72.5亿来自于accounts and notes payable，22.6亿来自于accruals and otherliabilities。</p><p><img src=\"https://static.tigerbbs.com/5a7ac207d9a0cc81ef337d91d252573d\" tg-width=\"625\" tg-height=\"13\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/6e0238615b6f720cc6efd18704cc672d\" tg-width=\"855\" tg-height=\"18\" referrerpolicy=\"no-referrer\"/></p><p>换句话说，如果不是压了供应商95亿的欠款，那么2021年烧了100亿+。如果按照一年烧100亿+的速度，那么380亿就不是那么殷实了。从balance sheet能看出来，截至2021年底，X这两项一共压了供应商欠款是170亿（123+48 = 171）。也就是说，380亿的现金有45%来自于压供应商款。</p><p><img src=\"https://static.tigerbbs.com/f0bb9485606c20ed471dac2e97c35dbe\" tg-width=\"891\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/23f87f23b6b02e55ed1273a22749970d\" tg-width=\"897\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>当然压供应商款可能是行业普遍现象，往好的方便来说是企业议价能力强，但确实也反映了企业自己的造血能力还是有很大问题。</p><p>以上的分析仅仅是基于2021年年底的情况。因为特斯拉的降价策略改变了整个电动车的生态格局，所以还要考虑如果订单下滑，那么现金流会怎么恶化。</p><p>从income statement来看，2021年卖车的毛利是26亿，可以认为卖车提供了现金流26亿。2021年一共卖车98,000辆车，所以一辆车的贡献差不多是26,500。注意，这里并没有考虑到X非常高的OPEX（经营费用）。</p><p><img src=\"https://static.tigerbbs.com/a2c8a3432869640015f062e85afc848e\" tg-width=\"889\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>卖一台车的毛利是26,500是什么概念，这次特斯拉Model Y降价是2.8万-3.7万，怎么跟？</p><p>那么2022年X的交付量上去了，毛利怎么样？根据彭博的数据，前3个季度的总毛利是9.1+8.9+9.2 = 27.2亿，前3个季度交付车辆是98,553量，算下来一辆车的毛利27,500。</p><p><img src=\"https://static.tigerbbs.com/5a347e8b323da8093476083d346b2db2\" tg-width=\"812\" tg-height=\"170\" referrerpolicy=\"no-referrer\"/></p><p>随着交付量/产量上去，毛利有所改善（26,500-&gt;27,500），但依旧并不乐观，27,500的毛利依然是连特斯拉一次降价的冲击都抵挡不住，更别说特斯拉还能继续降价。</p><p>电动车企要想活下去，第一步是要做到CFO变正，而CFO要变正，必须要有好的毛利。但是现在特斯拉的降价大棒一挥，所有的电动车企如果跟风的话，连毛利都不能是正数了，更别说经营现金流了。如果电动车企不跟风降价的话，还有谁买呢？</p><p>努力活下去。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传特斯拉中国三天内获3万订单，别的新能源车企怎么办？</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传特斯拉中国三天内获3万订单，别的新能源车企怎么办？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-10 15:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月10日消息，据媒体报道，<b>在宣布降价后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国三天内获3万辆汽车订单。</b>（贝壳财经）</p><p><img src=\"https://static.tigerbbs.com/a1417369e4f520ccb8a2c39df158e0ee\" tg-width=\"1500\" tg-height=\"1580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>老虎锐评</b></p><p>上周特斯拉降价之后，拉开了新能源汽车行业的新一个篇章。在这里有两个大的方向要去思考研究：</p><p>1，电动汽车的降价到底可以到什么程度，燃油汽车的价格为什么就是很难降低，成本的深度分析有助于看清楚这个行业的天花板；</p><p>2，<b>中国电动车各企业的生存性问题，这个需要从财报上入手。</b>今天早上我仅分析电动车公司X的财报，起抛砖引玉的作用。</p><p>在进行X的财报分析前，先讲一个大家熟知的赌场策略：赌大小永远压大，如果输了，第二次就翻倍压大。比方说你先拿1块钱去赌大，输了第二次下注用2块钱去赌大…以此类推，直到获胜，不仅前面输的可以捞回来，赢的还是前面输的钱的总和。这个故事被讲了很多次，其实从统计来说，每一次押注完全可以改变选择，你可以第一次压大，输了之后第二次加倍压小，因为每次选择的结果都是相互独立，赢的概率都是1/2。但我看好像这个故事的版本从来不会说这个点，可能理性的统计对于绝大多数人来说比较难接受。</p><p>这个策略实际的问题是，你可能没有那么多的本金持续赌下去。当你输了5次之后，你输的金额是1+2+4+8+16 = 32，第6次下注需要本金64。你身上可能只有40块钱，这时候已经没有办法第6次下注了。</p><p>为什么讲X财报之前要将这个，因为现在的分析都会用DCF模型去算一个目标价格。这些模型的起始点都是若干年之后的net income，然后变成free cash flow计算目标价格。可问题是，如果一个企业都没法活到若干年之后有正的net income的时候，这个模型有什么意义？对于电动车企业的财报，根本不需要去计算什么target price，甚至都不需要怎么看income statement。唯一要死盯住看的，就是cash flow statement。就像刚才说的赌场策略一样，理论是有翻盘的一天，但大多数情况下中途就夭折了。</p><p>电动3宝的年报里面有cash flow statement（规定必须要有），但是季报里面有另外两个报表却没有cash flow statement（规定可以没有）。理想的季报里面会提自己的cash flow的情况，是不是暗示情况要好一点？当然特斯拉的季报里面，三个表都非常全。</p><p>Cash flow statement关系到电动车的生存，当年特斯拉在生死线上挣扎了很久，第一次让全世界觉得这家公司能够活下来的，就是它的CFO（经营现金流）变成了正数。由于我手上并没有最新季度的cash flow statement，所以依靠的是X公司的2021年年报。</p><p>根据X的财报，2019-2021年3年的CFO如下，分别是-35亿，-1亿，-10亿（人民币，以下皆是）。</p><p><img src=\"https://static.tigerbbs.com/ba72cdfa43b330f87886cb88b6ebf631\" tg-width=\"902\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>目前X公司持有的现金或者短期存款有380亿。<img src=\"https://static.tigerbbs.com/2cde1f07b8e1cb9f394c1f0cefd2da70\" tg-width=\"892\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/></p><p>如果按照一年“烧”10亿的角度来看，现在的现金还是比较充裕，烧30年都没事。但是，X的经营现金流-10亿后面没有这么简单。</p><p>X在2021年之所以只烧了10亿，是因为2021年又新增了95亿的payable（应付账款但实际未付），其中72.5亿来自于accounts and notes payable，22.6亿来自于accruals and otherliabilities。</p><p><img src=\"https://static.tigerbbs.com/5a7ac207d9a0cc81ef337d91d252573d\" tg-width=\"625\" tg-height=\"13\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/6e0238615b6f720cc6efd18704cc672d\" tg-width=\"855\" tg-height=\"18\" referrerpolicy=\"no-referrer\"/></p><p>换句话说，如果不是压了供应商95亿的欠款，那么2021年烧了100亿+。如果按照一年烧100亿+的速度，那么380亿就不是那么殷实了。从balance sheet能看出来，截至2021年底，X这两项一共压了供应商欠款是170亿（123+48 = 171）。也就是说，380亿的现金有45%来自于压供应商款。</p><p><img src=\"https://static.tigerbbs.com/f0bb9485606c20ed471dac2e97c35dbe\" tg-width=\"891\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/23f87f23b6b02e55ed1273a22749970d\" tg-width=\"897\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>当然压供应商款可能是行业普遍现象，往好的方便来说是企业议价能力强，但确实也反映了企业自己的造血能力还是有很大问题。</p><p>以上的分析仅仅是基于2021年年底的情况。因为特斯拉的降价策略改变了整个电动车的生态格局，所以还要考虑如果订单下滑，那么现金流会怎么恶化。</p><p>从income statement来看，2021年卖车的毛利是26亿，可以认为卖车提供了现金流26亿。2021年一共卖车98,000辆车，所以一辆车的贡献差不多是26,500。注意，这里并没有考虑到X非常高的OPEX（经营费用）。</p><p><img src=\"https://static.tigerbbs.com/a2c8a3432869640015f062e85afc848e\" tg-width=\"889\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>卖一台车的毛利是26,500是什么概念，这次特斯拉Model Y降价是2.8万-3.7万，怎么跟？</p><p>那么2022年X的交付量上去了，毛利怎么样？根据彭博的数据，前3个季度的总毛利是9.1+8.9+9.2 = 27.2亿，前3个季度交付车辆是98,553量，算下来一辆车的毛利27,500。</p><p><img src=\"https://static.tigerbbs.com/5a347e8b323da8093476083d346b2db2\" tg-width=\"812\" tg-height=\"170\" referrerpolicy=\"no-referrer\"/></p><p>随着交付量/产量上去，毛利有所改善（26,500-&gt;27,500），但依旧并不乐观，27,500的毛利依然是连特斯拉一次降价的冲击都抵挡不住，更别说特斯拉还能继续降价。</p><p>电动车企要想活下去，第一步是要做到CFO变正，而CFO要变正，必须要有好的毛利。但是现在特斯拉的降价大棒一挥，所有的电动车企如果跟风的话，连毛利都不能是正数了，更别说经营现金流了。如果电动车企不跟风降价的话，还有谁买呢？</p><p>努力活下去。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168413804","content_text":"1月10日消息，据媒体报道，在宣布降价后，特斯拉中国三天内获3万辆汽车订单。（贝壳财经）老虎锐评上周特斯拉降价之后，拉开了新能源汽车行业的新一个篇章。在这里有两个大的方向要去思考研究：1，电动汽车的降价到底可以到什么程度，燃油汽车的价格为什么就是很难降低，成本的深度分析有助于看清楚这个行业的天花板；2，中国电动车各企业的生存性问题，这个需要从财报上入手。今天早上我仅分析电动车公司X的财报，起抛砖引玉的作用。在进行X的财报分析前，先讲一个大家熟知的赌场策略：赌大小永远压大，如果输了，第二次就翻倍压大。比方说你先拿1块钱去赌大，输了第二次下注用2块钱去赌大…以此类推，直到获胜，不仅前面输的可以捞回来，赢的还是前面输的钱的总和。这个故事被讲了很多次，其实从统计来说，每一次押注完全可以改变选择，你可以第一次压大，输了之后第二次加倍压小，因为每次选择的结果都是相互独立，赢的概率都是1/2。但我看好像这个故事的版本从来不会说这个点，可能理性的统计对于绝大多数人来说比较难接受。这个策略实际的问题是，你可能没有那么多的本金持续赌下去。当你输了5次之后，你输的金额是1+2+4+8+16 = 32，第6次下注需要本金64。你身上可能只有40块钱，这时候已经没有办法第6次下注了。为什么讲X财报之前要将这个，因为现在的分析都会用DCF模型去算一个目标价格。这些模型的起始点都是若干年之后的net income，然后变成free cash flow计算目标价格。可问题是，如果一个企业都没法活到若干年之后有正的net income的时候，这个模型有什么意义？对于电动车企业的财报，根本不需要去计算什么target price，甚至都不需要怎么看income statement。唯一要死盯住看的，就是cash flow statement。就像刚才说的赌场策略一样，理论是有翻盘的一天，但大多数情况下中途就夭折了。电动3宝的年报里面有cash flow statement（规定必须要有），但是季报里面有另外两个报表却没有cash flow statement（规定可以没有）。理想的季报里面会提自己的cash flow的情况，是不是暗示情况要好一点？当然特斯拉的季报里面，三个表都非常全。Cash flow statement关系到电动车的生存，当年特斯拉在生死线上挣扎了很久，第一次让全世界觉得这家公司能够活下来的，就是它的CFO（经营现金流）变成了正数。由于我手上并没有最新季度的cash flow statement，所以依靠的是X公司的2021年年报。根据X的财报，2019-2021年3年的CFO如下，分别是-35亿，-1亿，-10亿（人民币，以下皆是）。目前X公司持有的现金或者短期存款有380亿。如果按照一年“烧”10亿的角度来看，现在的现金还是比较充裕，烧30年都没事。但是，X的经营现金流-10亿后面没有这么简单。X在2021年之所以只烧了10亿，是因为2021年又新增了95亿的payable（应付账款但实际未付），其中72.5亿来自于accounts and notes payable，22.6亿来自于accruals and otherliabilities。换句话说，如果不是压了供应商95亿的欠款，那么2021年烧了100亿+。如果按照一年烧100亿+的速度，那么380亿就不是那么殷实了。从balance sheet能看出来，截至2021年底，X这两项一共压了供应商欠款是170亿（123+48 = 171）。也就是说，380亿的现金有45%来自于压供应商款。当然压供应商款可能是行业普遍现象，往好的方便来说是企业议价能力强，但确实也反映了企业自己的造血能力还是有很大问题。以上的分析仅仅是基于2021年年底的情况。因为特斯拉的降价策略改变了整个电动车的生态格局，所以还要考虑如果订单下滑，那么现金流会怎么恶化。从income statement来看，2021年卖车的毛利是26亿，可以认为卖车提供了现金流26亿。2021年一共卖车98,000辆车，所以一辆车的贡献差不多是26,500。注意，这里并没有考虑到X非常高的OPEX（经营费用）。卖一台车的毛利是26,500是什么概念，这次特斯拉Model Y降价是2.8万-3.7万，怎么跟？那么2022年X的交付量上去了，毛利怎么样？根据彭博的数据，前3个季度的总毛利是9.1+8.9+9.2 = 27.2亿，前3个季度交付车辆是98,553量，算下来一辆车的毛利27,500。随着交付量/产量上去，毛利有所改善（26,500->27,500），但依旧并不乐观，27,500的毛利依然是连特斯拉一次降价的冲击都抵挡不住，更别说特斯拉还能继续降价。电动车企要想活下去，第一步是要做到CFO变正，而CFO要变正，必须要有好的毛利。但是现在特斯拉的降价大棒一挥，所有的电动车企如果跟风的话，连毛利都不能是正数了，更别说经营现金流了。如果电动车企不跟风降价的话，还有谁买呢？努力活下去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391447291,"gmtCreate":1606751159113,"gmtModify":1703844236127,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"Hello,TigerTrade","listText":"Hello,TigerTrade","text":"Hello,TigerTrade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/391447291","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621526767,"gmtCreate":1672395326259,"gmtModify":1672395328082,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"miracle!","listText":"miracle!","text":"miracle!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621526767","repostId":"1124676542","repostType":2,"repost":{"id":"1124676542","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":1672394474,"share":"https://www.laohu8.com/m/news/1124676542?lang=&edition=full","pubTime":"2022-12-30 18:01","market":"hk","language":"zh","title":"腾讯12月30日继续回购，年内累计回购超9000万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1124676542","media":"老虎资讯综合","summary":"累计耗资超337亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>公告，于12月30日回购105万股，回购价格为331.6-339.4港元，共耗资约3.53亿港元。</p><p>统计数据显示，腾讯2022年累计回购约9097.86万股，年内回购次数超过百次，累计耗资超337亿港元。</p><p><img src=\"https://static.tigerbbs.com/a634877b245576bb9108f8979a09d637\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯12月30日继续回购，年内累计回购超9000万股</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腾讯12月30日继续回购，年内累计回购超9000万股\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\">2022-12-30 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>公告，于12月30日回购105万股，回购价格为331.6-339.4港元，共耗资约3.53亿港元。</p><p>统计数据显示，腾讯2022年累计回购约9097.86万股，年内回购次数超过百次，累计耗资超337亿港元。</p><p><img src=\"https://static.tigerbbs.com/a634877b245576bb9108f8979a09d637\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124676542","content_text":"腾讯控股公告，于12月30日回购105万股，回购价格为331.6-339.4港元，共耗资约3.53亿港元。统计数据显示，腾讯2022年累计回购约9097.86万股，年内回购次数超过百次，累计耗资超337亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324795884,"gmtCreate":1616029443048,"gmtModify":1703496559934,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"that is great!","listText":"that is great!","text":"that is great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324795884","repostId":"2120139461","repostType":4,"repost":{"id":"2120139461","kind":"news","pubTimestamp":1616028241,"share":"https://www.laohu8.com/m/news/2120139461?lang=&edition=full","pubTime":"2021-03-18 08:44","market":"fut","language":"zh","title":"昨夜，美联储说了哪些要点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2120139461","media":"智堡Wisburg","summary":"美联储大幅上调了对今年的经济预期，小幅上调了对未来两年的预期。　　预计今年通胀将触达2.4%，但鲍威尔认为通胀的上行是短暂的。　　对银行业监管以及SLR指标问题不予置评，因为未来几天马上就会公布结果。　　综合鲍威尔在发布会上的表态来看，本次会议倾向整体偏鸽派，安抚了之前敏感的市场。　　投资者需要关注三个要点，第一是联储重新拥抱了“数据依赖性”，并不断强调自己将按照新的平均通胀目标框架行事。","content":"<p>美联储大幅上调了对今年的经济预期，小幅上调了对未来两年的预期。（经济预测上调，失业率预测下调，通胀预测上调）<img src=\"http://n.sinaimg.cn/spider2021318/145/w1080h665/20210318/0046-kmkptxe4961757.png\" tg-width=\"1080\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p><p>预计今年通胀将触达2.4%，但鲍威尔认为通胀的上行是短暂的。新框架下的联储希望看到通胀小幅超调，但仍希望保持稳定的长期通胀预期。</p><p>对银行业监管以及SLR指标问题不予置评，因为未来几天马上就会公布结果。</p><p>对于退出资产购买，鲍威尔给出了晦涩的触发条件，即“substantial further progress toward our goals”。</p><p>调整了隔夜逆回购工具的用量，但似乎市场并不当件事儿（本来就几乎没有用量）。</p><p>Mikko的点评</p><p>综合鲍威尔在发布会上的表态来看，本次会议倾向整体偏鸽派，安抚了之前敏感的市场。</p><p>投资者需要关注三个要点，第一是联储重新拥抱了“数据依赖性”，并不断强调自己将按照新的平均通胀目标框架行事。整场发布会的交流内容的很大一部分都围绕经济预测展开，虽然不少记者仍然抓着点阵图几位官员的点不放，但鲍威尔很快将之解读为FOMC内部少数的不同意见，并强调了FOMC整体仍预期维持利率水平不变，以遏制市场加息预期前移。</p><p>图：有4位官员预计2022年就得开始加息</p><p><img src=\"http://n.sinaimg.cn/spider2021318/472/w1080h992/20210318/561d-kmkptxe4961756.png\" tg-width=\"1080\" tg-height=\"992\" referrerpolicy=\"no-referrer\"></p><p>第二是联储虽然对今年的经济前景比较乐观，但是对于未来两年的经济走向仍然比较保守，从经济预测上也能看出这一点。FOMC成员并不确定今年的复苏力度是否可以延续。这和目前的市场预期是有较大分歧的（动不动就过热、大周期和高通胀），鲍威尔营造出的政策当局与市场参与者的预期差也带来了“鸽派”的效果。</p><p>第三是联储现阶段对市场认知的金融稳定风险嗤之以鼻，联储对金融稳定风险的考量是一个框架，而不是某个单一市场的表现。因此，各种基于单一市场表现“要糖吃”的预期都是市场自身的意淫（鲍叔对记者OT的问题的态度很不屑）。</p><p>发布会亮点</p><p>问题1：有关Taper，点阵图</p><p>鲍叔傻笑！Not yet！</p><p>We also understand that we will want to provide as much advance notice of any potential taper as possible． So when we see that we are on track， when we see actual data coming in that suggests that we are on track to perhaps achieve substantial further progress， then we‘ll say so． And we’ll say so well in advance of any decision to actually taper．</p><p>如果做Taper会很提前跟大家做沟通，不要慌。</p><p>点阵图的前移只是一部分官员有改变</p><p>part of that is wanting to see actual data rather than just a forecast at this point</p><p>问题2：SLR，是否影响了货币政策实施。</p><p>未来几天马上会公布结果，拒绝回答</p><p>问题3：失业预测看什么指标？</p><p>看一系列指标。（建议重读Brainard的演讲）</p><p>强调经济预测（SEP）中并不包含所有联储官员参考的经济指标</p><p>问题4：经济预测的调整问题，对未来经济很乐观，为什么却不暗示加息呢？</p><p>SEP只是大家预测的集合而已，这份SEP忠于我们刚刚调整的框架。</p><p>The state of the economy in two or three years is highly uncertain， and I wouldn‘t want to focus too much on the exact timing of a potential rate increase that far into the future． So that’s how I would think about the SEP．</p><p>未来两三年的经济前景不确定性很大，现在没必要太早考虑加息的确切时间节点。</p><p>问题5：多少的通胀会让你感到舒适？你的目标很晦涩，会不会让市场定价对通胀更低的容忍？</p><p>is talking about inflation is <a href=\"https://laohu8.com/S/AONE\">one</a> thing． Actually having inflation run above 2% is the real thing．</p><p>谈论通胀是一回事，真实的通胀又是另一回事……</p><p>That‘s what we’d really like to do is to get inflation moderately above 2%． I don‘t want to be too specific about what that means because I think it’s hard to do that． And we haven‘t done it yet．</p><p>鲍叔看上去好像对通胀没什么自信。</p><p>So over the years， we‘ve talked about 2% inflation as a goal， but we haven’t achieved it．</p><p>问题6：群体免疫会导致就业快速复苏，为什么联储的预测还是那么保守？</p><p>There will still be some social distancing．</p><p>让1000万人重返就业岗位不可能在一夜之间完成。</p><p>问题7：10年期国债收益率的问题，其他央行表态担心。OT的问题</p><p>I would be concerned by disorderly conditions in markets or by a persistent tightening of financial conditions that threaten the achievement of our goals．</p><p>The tools we have are the tools we have． 对OT的回答挺敷衍的，显然没当回事。</p><p>简单来说就是可以，但没必要。</p><p>问题8：就业市场族裔问题看什么指标？疫苗注射问题</p><p>没啥意思，看我们Brainard的那篇译文就好。</p><p>问题9：财政政策的问题，如何影响长期经济增长？</p><p>对短期：快速就业复苏和保障</p><p>长期：长期投资、生产率、劳工技术</p><p>看起来鲍叔和耶伦和拜登的基建政策看似一条心了……</p><p>问题10：欧元区经济似乎没跟上美国，你担心这种分化吗？会不会拖累美国经济增长？</p><p>复苏确实分化了，就像上次危机后那样。本土目标优先。</p><p>And we conduct policy， of course， here． Our focus is on -- our objectives are domestic ones．</p><p>We monitor developments abroad because we know that those can affect our outcomes．</p><p>记者问得不错，是做过功课的记者……</p><p>鲍叔回答的表态和2017年耶伦和费希尔的论调几乎一模一样，即联储考虑外部风险的前提是外部风险会冲击本土的政策目标。</p><p>问题11：银行业监管问题</p><p>日后再说</p><p>问题12：加息的问题，点阵图有人提前了加息预期，有争论吗？</p><p>加息的标准很明晰——双重使命</p><p>people on the Committee broadly say that uncertainty about the forecast is very high compared to the normal level．</p><p>强调不确定性。</p><p>So you are going to have different perspectives from Committee participants about how fast growth will be， how fast the labor market will heal， how fast inflation will move up， and those things are going to dictate where people write down an estimate of liftoff．</p><p>大家预测不一样。</p><p>It isn‘t meant to actually pin down a time when we might or might not lift off．</p><p>点阵图不是告诉你说那个时点就要加息了。</p><p>That will be very much dependent on economic outcomes， which are highly uncertain．</p><p>再强调不确定性和数据依赖性。</p><p>问题13：财政政策后续</p><p>联储决定不了财政支出，财政政策侧重于长期投资，这是货币政策做不到的，财政政策可以提高潜在产出。</p><p>问题14：金融稳定风险问题</p><p>是一个框架，不是一个市场的表现，记者显然没做过功课，根本不知道联储的金融稳定框架在其金融稳定报告里已经写得很清楚了。</p><p>问题15：SEP的问题，为什么到了合意的紧急状态还不加息？日本化？19年嫌利率太低现在怎么又那么鸽派了？</p><p>I would point out that over the long expansion， longest in U.S． history， ten years and eight months， rates were very low for -- they were at zero for seven years， and then never got above， you know， 2.4%， roughly．</p><p>美国刚经历一轮超长的扩张期，利率维持在0的水平有7年了，即便加了息也没超过2.4%</p><p>During that， we didn‘t see， actually， excess buildup of debt． We didn’t see asset prices form into bubbles that would threaten the progress of the economy． We didn‘t see the things -- we didn’t see a housing bubble． The things that have tended to really hurt an economy and have， in recent history， hurt the U.S． we didn‘t see them build up despite very low rates． Part of that just is that you are in a low-rate environment． You are a much lower rate environment．</p><p>这一段挺有趣的，言下之意低利率根本没有构成任何联储担心的金融稳定问题——比如资产泡沫和债务积压。（可能政府债务反正不用还？）</p><p>The connection between low rates and the kind of financial instability issues is just not as tight as people think it is． That‘s not to say we ignore it． We don’t ignore it． We watch it very carefully． And we think there is a connection． I would say there is， but it‘s not quite so clear． We actually monitor financial conditions very， very broadly and carefully， and we didn’t do that before the global financial crisis 12 years ago． Now we do． And we‘ve also put a lot of time and effort into strengthening the large financial institutions that form the core of our financial system are much stronger， much more resilient．</p><p>话说得更死了，低利率和金融不稳定的关系没人们想的那么紧密。但很快鲍叔又太极了一波说我们现在也在时刻关注不稳定风险的。</p><p>问题16：就业和通胀的关系</p><p>There is a relationship between wage inflation and unemployment． But that has not -- what happens is that when wages move up because unemployment is low， companies have been absorbing that increase into their margins rather than raising prices． And that seems to be a feature of late-cycle behavior．</p><p>问题17：Taper的问题</p><p>What we are saying is substantial further progress toward our goals． We will tell people when we think -- until we say -- until we give a signal， you can assume we are not there yet． And as we approach it， well in advance， well in advance， we will give a signal that， yes， we are on a path to possibly achieve that， to consider tapering． So that‘s how we are planning to handle it． It’s not different， really， from QE3， and I think we‘ve learned what we’ve learned from the experience of these last dozen years is to communicate very carefully， very clearly， well in advance， and then follow through with your communications． In this case， it‘s an outcome-based set of guidance， as our rate guidance is， and it’s going to depend on the progress of the economy． That‘s why it’s not appropriate to start pointing at dates yet．</p><p>别怕Taper，会提前跟你们说！</p><p>问题18：居民部门储蓄释放会影响通胀吗？</p><p>大家出门消费了以后，供给又有瓶颈，就会出现价格小幅提升，但是供给会动态调整。所以是一次性的通胀拉升。</p>","source":"lsy1568282935039","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>昨夜，美联储说了哪些要点？</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{ 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}\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昨夜，美联储说了哪些要点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 08:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/forex/forexinfo/2021-03-18/doc-ikknscsi7668802.shtml><strong>智堡Wisburg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储大幅上调了对今年的经济预期，小幅上调了对未来两年的预期。（经济预测上调，失业率预测下调，通胀预测上调）预计今年通胀将触达2.4%，但鲍威尔认为通胀的上行是短暂的。新框架下的联储希望看到通胀小幅超调，但仍希望保持稳定的长期通胀预期。对银行业监管以及SLR指标问题不予置评，因为未来几天马上就会公布结果。对于退出资产购买，鲍威尔给出了晦涩的触发条件，即“substantial further ...</p>\n\n<a href=\"https://finance.sina.com.cn/money/forex/forexinfo/2021-03-18/doc-ikknscsi7668802.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/6a1de7aced7748879f251930783a3cb1","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","PSQ":"纳指反向ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/money/forex/forexinfo/2021-03-18/doc-ikknscsi7668802.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120139461","content_text":"美联储大幅上调了对今年的经济预期，小幅上调了对未来两年的预期。（经济预测上调，失业率预测下调，通胀预测上调）预计今年通胀将触达2.4%，但鲍威尔认为通胀的上行是短暂的。新框架下的联储希望看到通胀小幅超调，但仍希望保持稳定的长期通胀预期。对银行业监管以及SLR指标问题不予置评，因为未来几天马上就会公布结果。对于退出资产购买，鲍威尔给出了晦涩的触发条件，即“substantial further progress toward our goals”。调整了隔夜逆回购工具的用量，但似乎市场并不当件事儿（本来就几乎没有用量）。Mikko的点评综合鲍威尔在发布会上的表态来看，本次会议倾向整体偏鸽派，安抚了之前敏感的市场。投资者需要关注三个要点，第一是联储重新拥抱了“数据依赖性”，并不断强调自己将按照新的平均通胀目标框架行事。整场发布会的交流内容的很大一部分都围绕经济预测展开，虽然不少记者仍然抓着点阵图几位官员的点不放，但鲍威尔很快将之解读为FOMC内部少数的不同意见，并强调了FOMC整体仍预期维持利率水平不变，以遏制市场加息预期前移。图：有4位官员预计2022年就得开始加息第二是联储虽然对今年的经济前景比较乐观，但是对于未来两年的经济走向仍然比较保守，从经济预测上也能看出这一点。FOMC成员并不确定今年的复苏力度是否可以延续。这和目前的市场预期是有较大分歧的（动不动就过热、大周期和高通胀），鲍威尔营造出的政策当局与市场参与者的预期差也带来了“鸽派”的效果。第三是联储现阶段对市场认知的金融稳定风险嗤之以鼻，联储对金融稳定风险的考量是一个框架，而不是某个单一市场的表现。因此，各种基于单一市场表现“要糖吃”的预期都是市场自身的意淫（鲍叔对记者OT的问题的态度很不屑）。发布会亮点问题1：有关Taper，点阵图鲍叔傻笑！Not yet！We also understand that we will want to provide as much advance notice of any potential taper as possible． So when we see that we are on track， when we see actual data coming in that suggests that we are on track to perhaps achieve substantial further progress， then we‘ll say so． And we’ll say so well in advance of any decision to actually taper．如果做Taper会很提前跟大家做沟通，不要慌。点阵图的前移只是一部分官员有改变part of that is wanting to see actual data rather than just a forecast at this point问题2：SLR，是否影响了货币政策实施。未来几天马上会公布结果，拒绝回答问题3：失业预测看什么指标？看一系列指标。（建议重读Brainard的演讲）强调经济预测（SEP）中并不包含所有联储官员参考的经济指标问题4：经济预测的调整问题，对未来经济很乐观，为什么却不暗示加息呢？SEP只是大家预测的集合而已，这份SEP忠于我们刚刚调整的框架。The state of the economy in two or three years is highly uncertain， and I wouldn‘t want to focus too much on the exact timing of a potential rate increase that far into the future． So that’s how I would think about the SEP．未来两三年的经济前景不确定性很大，现在没必要太早考虑加息的确切时间节点。问题5：多少的通胀会让你感到舒适？你的目标很晦涩，会不会让市场定价对通胀更低的容忍？is talking about inflation is one thing． Actually having inflation run above 2% is the real thing．谈论通胀是一回事，真实的通胀又是另一回事……That‘s what we’d really like to do is to get inflation moderately above 2%． I don‘t want to be too specific about what that means because I think it’s hard to do that． And we haven‘t done it yet．鲍叔看上去好像对通胀没什么自信。So over the years， we‘ve talked about 2% inflation as a goal， but we haven’t achieved it．问题6：群体免疫会导致就业快速复苏，为什么联储的预测还是那么保守？There will still be some social distancing．让1000万人重返就业岗位不可能在一夜之间完成。问题7：10年期国债收益率的问题，其他央行表态担心。OT的问题I would be concerned by disorderly conditions in markets or by a persistent tightening of financial conditions that threaten the achievement of our goals．The tools we have are the tools we have． 对OT的回答挺敷衍的，显然没当回事。简单来说就是可以，但没必要。问题8：就业市场族裔问题看什么指标？疫苗注射问题没啥意思，看我们Brainard的那篇译文就好。问题9：财政政策的问题，如何影响长期经济增长？对短期：快速就业复苏和保障长期：长期投资、生产率、劳工技术看起来鲍叔和耶伦和拜登的基建政策看似一条心了……问题10：欧元区经济似乎没跟上美国，你担心这种分化吗？会不会拖累美国经济增长？复苏确实分化了，就像上次危机后那样。本土目标优先。And we conduct policy， of course， here． Our focus is on -- our objectives are domestic ones．We monitor developments abroad because we know that those can affect our outcomes．记者问得不错，是做过功课的记者……鲍叔回答的表态和2017年耶伦和费希尔的论调几乎一模一样，即联储考虑外部风险的前提是外部风险会冲击本土的政策目标。问题11：银行业监管问题日后再说问题12：加息的问题，点阵图有人提前了加息预期，有争论吗？加息的标准很明晰——双重使命people on the Committee broadly say that uncertainty about the forecast is very high compared to the normal level．强调不确定性。So you are going to have different perspectives from Committee participants about how fast growth will be， how fast the labor market will heal， how fast inflation will move up， and those things are going to dictate where people write down an estimate of liftoff．大家预测不一样。It isn‘t meant to actually pin down a time when we might or might not lift off．点阵图不是告诉你说那个时点就要加息了。That will be very much dependent on economic outcomes， which are highly uncertain．再强调不确定性和数据依赖性。问题13：财政政策后续联储决定不了财政支出，财政政策侧重于长期投资，这是货币政策做不到的，财政政策可以提高潜在产出。问题14：金融稳定风险问题是一个框架，不是一个市场的表现，记者显然没做过功课，根本不知道联储的金融稳定框架在其金融稳定报告里已经写得很清楚了。问题15：SEP的问题，为什么到了合意的紧急状态还不加息？日本化？19年嫌利率太低现在怎么又那么鸽派了？I would point out that over the long expansion， longest in U.S． history， ten years and eight months， rates were very low for -- they were at zero for seven years， and then never got above， you know， 2.4%， roughly．美国刚经历一轮超长的扩张期，利率维持在0的水平有7年了，即便加了息也没超过2.4%During that， we didn‘t see， actually， excess buildup of debt． We didn’t see asset prices form into bubbles that would threaten the progress of the economy． We didn‘t see the things -- we didn’t see a housing bubble． The things that have tended to really hurt an economy and have， in recent history， hurt the U.S． we didn‘t see them build up despite very low rates． Part of that just is that you are in a low-rate environment． You are a much lower rate environment．这一段挺有趣的，言下之意低利率根本没有构成任何联储担心的金融稳定问题——比如资产泡沫和债务积压。（可能政府债务反正不用还？）The connection between low rates and the kind of financial instability issues is just not as tight as people think it is． That‘s not to say we ignore it． We don’t ignore it． We watch it very carefully． And we think there is a connection． I would say there is， but it‘s not quite so clear． We actually monitor financial conditions very， very broadly and carefully， and we didn’t do that before the global financial crisis 12 years ago． Now we do． And we‘ve also put a lot of time and effort into strengthening the large financial institutions that form the core of our financial system are much stronger， much more resilient．话说得更死了，低利率和金融不稳定的关系没人们想的那么紧密。但很快鲍叔又太极了一波说我们现在也在时刻关注不稳定风险的。问题16：就业和通胀的关系There is a relationship between wage inflation and unemployment． But that has not -- what happens is that when wages move up because unemployment is low， companies have been absorbing that increase into their margins rather than raising prices． And that seems to be a feature of late-cycle behavior．问题17：Taper的问题What we are saying is substantial further progress toward our goals． We will tell people when we think -- until we say -- until we give a signal， you can assume we are not there yet． And as we approach it， well in advance， well in advance， we will give a signal that， yes， we are on a path to possibly achieve that， to consider tapering． So that‘s how we are planning to handle it． It’s not different， really， from QE3， and I think we‘ve learned what we’ve learned from the experience of these last dozen years is to communicate very carefully， very clearly， well in advance， and then follow through with your communications． In this case， it‘s an outcome-based set of guidance， as our rate guidance is， and it’s going to depend on the progress of the economy． That‘s why it’s not appropriate to start pointing at dates yet．别怕Taper，会提前跟你们说！问题18：居民部门储蓄释放会影响通胀吗？大家出门消费了以后，供给又有瓶颈，就会出现价格小幅提升，但是供给会动态调整。所以是一次性的通胀拉升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329375446,"gmtCreate":1615213266485,"gmtModify":1703485749917,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"Tesla lift to 1000 asap!","listText":"Tesla lift to 1000 asap!","text":"Tesla lift to 1000 asap!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329375446","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314503046,"gmtCreate":1612360265285,"gmtModify":1703760806688,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"被关门打狗了！","listText":"被关门打狗了！","text":"被关门打狗了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314503046","repostId":"1195444653","repostType":4,"repost":{"id":"1195444653","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":1612359468,"share":"https://www.laohu8.com/m/news/1195444653?lang=&edition=full","pubTime":"2021-02-03 21:37","market":"us","language":"zh","title":"Robinhood移除对AMC和GME的限制，散户概念走高","url":"https://stock-news.laohu8.com/highlight/detail?id=1195444653","media":"老虎资讯综合","summary":"周三晚间消息，美国在线券商Robinhood移除了对散户逼空概念龙头股AMC院线和游戏驿站的交易限制。经历了周二的“血洗”之后，散户抱团股在今日盘前时段普遍低开高走，部分股已由跌转涨。截至发稿，高斯电","content":"<p>周三晚间消息，<b>美国在线券商Robinhood移除了对散户逼空概念龙头股<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>和<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>的交易限制。</b></p><p>经历了周二的“血洗”之后，散户抱团股在今日盘前时段普遍低开高走，部分股已由跌转涨。截至发稿，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨32%，Naked Brand涨约8%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨2.56%，<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>涨2.21%；游戏驿站跌0.8%，<a href=\"https://laohu8.com/S/BB\">黑莓</a>跌2.68%。</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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class=\"h-time\">2021-02-03 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三晚间消息，<b>美国在线券商Robinhood移除了对散户逼空概念龙头股<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>和<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>的交易限制。</b></p><p>经历了周二的“血洗”之后，散户抱团股在今日盘前时段普遍低开高走，部分股已由跌转涨。截至发稿，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨32%，Naked Brand涨约8%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨2.56%，<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>涨2.21%；游戏驿站跌0.8%，<a href=\"https://laohu8.com/S/BB\">黑莓</a>跌2.68%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7224d1171b44118d1756efb0099fa02f","relate_stocks":{"BB":"黑莓","KOSS":"高斯电子","GME":"游戏驿站","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195444653","content_text":"周三晚间消息，美国在线券商Robinhood移除了对散户逼空概念龙头股AMC院线和游戏驿站的交易限制。经历了周二的“血洗”之后，散户抱团股在今日盘前时段普遍低开高走，部分股已由跌转涨。截至发稿，高斯电子涨32%，Naked Brand涨约8%，AMC院线涨2.56%，诺基亚涨2.21%；游戏驿站跌0.8%，黑莓跌2.68%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219089800933664,"gmtCreate":1694512705225,"gmtModify":1694512706465,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"顶！","listText":"顶！","text":"顶！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219089800933664","repostId":"1189034646","repostType":2,"repost":{"id":"1189034646","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":1694511682,"share":"https://www.laohu8.com/m/news/1189034646?lang=&edition=full","pubTime":"2023-09-12 17:41","market":"hk","language":"zh","title":"腾讯控股：9月12日回购124万股，耗资约4亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1189034646","media":"老虎资讯综合","summary":"腾讯控股在港交所公告，于9月12日回购124万股，每股作价319.8-328港元，共耗资约4亿港元。","content":"<html><head></head><body><p>腾讯控股在港交所公告，于9月12日回购124万股，每股作价319.8-328港元，共耗资约4亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b6392389663e9036c0738bd1d0bb40\" tg-width=\"1341\" tg-height=\"438\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：9月12日回购124万股，耗资约4亿港元</title>\n<style 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tg-height=\"438\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189034646","content_text":"腾讯控股在港交所公告，于9月12日回购124万股，每股作价319.8-328港元，共耗资约4亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629530092,"gmtCreate":1670588091916,"gmtModify":1670588093551,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"great!","listText":"great!","text":"great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629530092","repostId":"1117442911","repostType":2,"repost":{"id":"1117442911","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":1670579776,"share":"https://www.laohu8.com/m/news/1117442911?lang=&edition=full","pubTime":"2022-12-09 17:56","market":"hk","language":"zh","title":"腾讯控股：于12月9日回购98.52万股，共耗资约3.16亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1117442911","media":"老虎资讯综合","summary":"腾讯控股：于12月9日回购98.52万股，回购价格为314.6-323.2港元，共耗资约3.16亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于12月9日回购98.52万股，回购价格为314.6-323.2港元，共耗资约3.16亿港元。</p><p><img src=\"https://static.tigerbbs.com/3939c5dce1008a83e12888c1a879bad8\" tg-width=\"1569\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：于12月9日回购98.52万股，共耗资约3.16亿港元</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于12月9日回购98.52万股，回购价格为314.6-323.2港元，共耗资约3.16亿港元。</p><p><img src=\"https://static.tigerbbs.com/3939c5dce1008a83e12888c1a879bad8\" tg-width=\"1569\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bea8b224335f941f6bd882d8b14f1da","relate_stocks":{"LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","00700":"腾讯控股","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0048580855.USD":"富达大中华区A","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) 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12:19","market":"us","language":"zh","title":"特斯拉或于年内上线数据平台，车主可自由查看","url":"https://stock-news.laohu8.com/highlight/detail?id=1169941737","media":"中国证券网","summary":"记者 宋薇萍记者5月6日从特斯拉公司获悉，为了让用户能够自由查看车辆后台数据，目前特斯拉正在开发线上信息系统平台，以供所有车主查询获取车机交互的数据，预计年内上线。","content":"<div>\n<p>记者 宋薇萍记者5月6日从特斯拉公司获悉，为了让用户能够自由查看车辆后台数据，目前特斯拉正在开发线上信息系统平台，以供所有车主查询获取车机交互的数据，预计年内上线。</p>\n\n<a href=\"https://news.cnstock.com/news,bwkx-202105-4698510.htm\">Web Link</a>\n\n</div>\n","source":"zgzxw","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>特斯拉或于年内上线数据平台，车主可自由查看</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4edcd70007a48ee832e76f61e110854","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://news.cnstock.com/news,bwkx-202105-4698510.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169941737","content_text":"记者 宋薇萍记者5月6日从特斯拉公司获悉，为了让用户能够自由查看车辆后台数据，目前特斯拉正在开发线上信息系统平台，以供所有车主查询获取车机交互的数据，预计年内上线。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368550567,"gmtCreate":1614340642359,"gmtModify":1703476604553,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"<a 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1000!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368550567","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369126993,"gmtCreate":1614009393412,"gmtModify":1614009393412,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"tesla雄起！1000见！","listText":"tesla雄起！1000见！","text":"tesla雄起！1000见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369126993","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315450283,"gmtCreate":1612273386442,"gmtModify":1703759664251,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"May God bless me!","listText":"May God bless me!","text":"May God bless me!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315450283","repostId":"1147441165","repostType":4,"repost":{"id":"1147441165","kind":"news","pubTimestamp":1612258062,"share":"https://www.laohu8.com/m/news/1147441165?lang=&edition=full","pubTime":"2021-02-02 17:27","market":"hk","language":"zh","title":"快手场外交易连续翻倍，中签者已确定一日暴富？","url":"https://stock-news.laohu8.com/highlight/detail?id=1147441165","media":"智通财经","summary":"快手将于2月4日进行暗盘交易，2月5日上市。","content":"<p>媒体报道，<a href=\"https://laohu8.com/S/01024\">快手科技</a>场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。2月1日又有市场消息称，快手场外交易价格已经到了421港币，溢价266％。</p><p>快手将于2月4日进行暗盘交易，2月5日上市。</p><p>实际上，特大IPO会有暗盘前的OTC（场外市场）交易，部分券商可进行撮合，股票来自国际配售的提前分货。</p><p>根据测算，稳获一手需要上乙头，即投入580万港币，才能保稳中签。</p><p>认购火爆，场外交易更比暗盘交易“捷足先登”连续翻倍，看来中签快手，暴富是真的。</p><p>快手孖展认购比以往IPO更火</p><p>1月29日，快手认购结束。据媒体旗下媒体IFR报道，快手香港IPO面向散户发行截至当日共获得1.28万亿港元认购。从认购情况看，机构和散户热情极高，并触发港股罕见的“抢筹行情”。</p><p>1月26日，首日孖展过程中，投资者反应，打新开始，自己刚进某券商快手打新页面，券商系统就当场表演“崩溃”，显示系统繁忙。有散户表示，“20倍融资抢不到额度，我可能抢了个寂寞，是不是在浪费手续费”。</p><p>在同体量的IPO中，快手的火爆程度创下了记录。快手孖展认购概况：</p><p><img src=\"https://static.tigerbbs.com/02328dfdec75157264aafabf3626431e\" tg-width=\"372\" tg-height=\"114\" referrerpolicy=\"no-referrer\"></p><p>目前，快手的超购倍数和孖展募资规模双双超过了2020年所有公开募集资金额同样在8亿以上的公司。</p><p><img src=\"https://static.tigerbbs.com/cbee9420905800e6a2b3e9bfe77af497\" tg-width=\"550\" tg-height=\"129\" referrerpolicy=\"no-referrer\"></p><p>如果按照媒体报道，本次快手最终获得申购大约1.28万亿港元，认购人数大约140万人，热情程度堪比<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>。（蚂蚁此前认购1.3万亿，认购人数155万人）。</p><p>今次快手中签比蚂蚁集团还难，起码要认购50手，即约35万元才有机会。而信诚证券联席董事张智威直指，只有乙组，即认购5万股，500手，才可稳获一手。</p><p>即上乙头，用580万去申购。</p><p>按照500手稳获一手计算，如果按照10倍融资：</p><p>孖展成本：5800000✖0.9✖【2.88%➗365（按照一般融资利息）】✖6（计息天数）＝2471元</p><p>再加上货配市值1％的中签入场费、佣金和手续费，按照乙头中签2手计算，成本大约2800元左右。</p><p>打和点大约在12％。</p><p>即快手上涨12％就能回本。</p><p>不过鉴于市场火爆程度，有分析师表示，快手首日有望涨30%-100%，届时只要中签，基本都有钱赚。</p><p>打新快手的不只是散户，实际上快手也受到专业机构热捧。这次IPO，快手引入了美国基金Capital Group、淡马锡控股（Temasek Holdings）、新加坡政府投资公司（GIC）、加拿大退休金计划投资局（CPPIB）、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等十家知名基石投资者，而占据此次募资额97.5%的国际配售部分，甚至提前一天录得足额认购。媒体称，此前有机构投资者希望成为基石投资者，甚至不惜动用私人关系“预定份额”。</p><p>此外，公司上市后预期将快速纳入大型指数例如恒生科技指数等，基金配置需求极大。</p><p>快手的商业潜力正在爆发</p><p>持续三天疯狂抢筹和115港元的高定价显示出市场对“短视频第一股”的认可。赛道优质、3亿多日活跃用户、爆发中的商业化与电商业务……都让投资者们对这家公司的未来充满了想象力。</p><p>快手迅速增长的在线营销和电商业务值得期待。</p><p>从快手目前的收入结构看，2018年之前，直播业务贡献了超过90%的营收，从2019年开始，在线营销和电商的收入占比开始快速扩大。到了2020年Q3，在线营销的收入占比占到了近40%，占比快速扩大；其他业务收入包括电商业务、网络游戏及其他增值服务，在电商业务的拉动下，2020年前三季度收入达20.3亿元，而去年同期仅为7800万。</p><p>1、在线营销全面升级</p><p>2020年，快手产品升级最重要的特点，是开放更多的公域流量给广告商业化产品，并更加注重服务于品牌型广告主的营销需求。2020年11月，快手对其商业化营销服务平台“磁力引擎”进行了品牌升级。相磁力引擎是快手商业化营销服务平台，2018年，快手开启商业化元年，推出营销平台，2019年，正式升级为“磁力引擎”。快手不止希望“用流量变现”， 而是想基于自己的社区优势，从用户间基于信任感的“人+内容” 中，挖掘出更大的商业价值。如今，快手已形成支撑磁力引擎高效运转的四大核心: 人、内容、流量、创意。</p><p>2、电商业务快速增长</p><p>电商也是快手未来营收增长的一大亮点。据快手最新招股书数据显示，在各项数据中，快手电商的表现最为超出预期。2020年初快手将2020年的GMV定为2500亿人民币，截至11月底，已经超额完成目标，电商GMV总额已经达到3326.82亿元。2020年以来，快手电商GMV实现第一个1000亿用了6个月，第二个1000亿用了3个月，第三个1000亿只用了2个月。</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快手场外交易连续翻倍，中签者已确定一日暴富？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n快手场外交易连续翻倍，中签者已确定一日暴富？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 17:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/405363.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>媒体报道，快手科技场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。2月1日又有市场消息称，快手场外交易价格已经到了421港币，溢价266％。快手将于2月4日进行暗盘交易，2月5日上市。实际上，特大IPO会有暗盘前的OTC（场外市场）交易，部分券商可进行撮合，股票来自国际配售的提前分货。根据测算，稳获一手需要上乙头，即投入580万港币...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/405363.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a113221e7eea17d614e3a3d22c60b8bb","relate_stocks":{"01024":"快手-W"},"source_url":"https://www.zhitongcaijing.com/content/detail/405363.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1147441165","content_text":"媒体报道，快手科技场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。2月1日又有市场消息称，快手场外交易价格已经到了421港币，溢价266％。快手将于2月4日进行暗盘交易，2月5日上市。实际上，特大IPO会有暗盘前的OTC（场外市场）交易，部分券商可进行撮合，股票来自国际配售的提前分货。根据测算，稳获一手需要上乙头，即投入580万港币，才能保稳中签。认购火爆，场外交易更比暗盘交易“捷足先登”连续翻倍，看来中签快手，暴富是真的。快手孖展认购比以往IPO更火1月29日，快手认购结束。据媒体旗下媒体IFR报道，快手香港IPO面向散户发行截至当日共获得1.28万亿港元认购。从认购情况看，机构和散户热情极高，并触发港股罕见的“抢筹行情”。1月26日，首日孖展过程中，投资者反应，打新开始，自己刚进某券商快手打新页面，券商系统就当场表演“崩溃”，显示系统繁忙。有散户表示，“20倍融资抢不到额度，我可能抢了个寂寞，是不是在浪费手续费”。在同体量的IPO中，快手的火爆程度创下了记录。快手孖展认购概况：目前，快手的超购倍数和孖展募资规模双双超过了2020年所有公开募集资金额同样在8亿以上的公司。如果按照媒体报道，本次快手最终获得申购大约1.28万亿港元，认购人数大约140万人，热情程度堪比蚂蚁集团。（蚂蚁此前认购1.3万亿，认购人数155万人）。今次快手中签比蚂蚁集团还难，起码要认购50手，即约35万元才有机会。而信诚证券联席董事张智威直指，只有乙组，即认购5万股，500手，才可稳获一手。即上乙头，用580万去申购。按照500手稳获一手计算，如果按照10倍融资：孖展成本：5800000✖0.9✖【2.88%➗365（按照一般融资利息）】✖6（计息天数）＝2471元再加上货配市值1％的中签入场费、佣金和手续费，按照乙头中签2手计算，成本大约2800元左右。打和点大约在12％。即快手上涨12％就能回本。不过鉴于市场火爆程度，有分析师表示，快手首日有望涨30%-100%，届时只要中签，基本都有钱赚。打新快手的不只是散户，实际上快手也受到专业机构热捧。这次IPO，快手引入了美国基金Capital Group、淡马锡控股（Temasek Holdings）、新加坡政府投资公司（GIC）、加拿大退休金计划投资局（CPPIB）、摩根士丹利等十家知名基石投资者，而占据此次募资额97.5%的国际配售部分，甚至提前一天录得足额认购。媒体称，此前有机构投资者希望成为基石投资者，甚至不惜动用私人关系“预定份额”。此外，公司上市后预期将快速纳入大型指数例如恒生科技指数等，基金配置需求极大。快手的商业潜力正在爆发持续三天疯狂抢筹和115港元的高定价显示出市场对“短视频第一股”的认可。赛道优质、3亿多日活跃用户、爆发中的商业化与电商业务……都让投资者们对这家公司的未来充满了想象力。快手迅速增长的在线营销和电商业务值得期待。从快手目前的收入结构看，2018年之前，直播业务贡献了超过90%的营收，从2019年开始，在线营销和电商的收入占比开始快速扩大。到了2020年Q3，在线营销的收入占比占到了近40%，占比快速扩大；其他业务收入包括电商业务、网络游戏及其他增值服务，在电商业务的拉动下，2020年前三季度收入达20.3亿元，而去年同期仅为7800万。1、在线营销全面升级2020年，快手产品升级最重要的特点，是开放更多的公域流量给广告商业化产品，并更加注重服务于品牌型广告主的营销需求。2020年11月，快手对其商业化营销服务平台“磁力引擎”进行了品牌升级。相磁力引擎是快手商业化营销服务平台，2018年，快手开启商业化元年，推出营销平台，2019年，正式升级为“磁力引擎”。快手不止希望“用流量变现”， 而是想基于自己的社区优势，从用户间基于信任感的“人+内容” 中，挖掘出更大的商业价值。如今，快手已形成支撑磁力引擎高效运转的四大核心: 人、内容、流量、创意。2、电商业务快速增长电商也是快手未来营收增长的一大亮点。据快手最新招股书数据显示，在各项数据中，快手电商的表现最为超出预期。2020年初快手将2020年的GMV定为2500亿人民币，截至11月底，已经超额完成目标，电商GMV总额已经达到3326.82亿元。2020年以来，快手电商GMV实现第一个1000亿用了6个月，第二个1000亿用了3个月，第三个1000亿只用了2个月。","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312505690,"gmtCreate":1612162668310,"gmtModify":1703758085791,"author":{"id":"3569667845875007","authorId":"3569667845875007","name":"RoadToTesla","avatar":"https://static.tigerbbs.com/2574a0050717714e88874c438d67dec6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569667845875007","authorIdStr":"3569667845875007"},"themes":[],"htmlText":"Better Bitcoin!Better&nbsp;Battery!","listText":"Better Bitcoin!Better&nbsp;Battery!","text":"Better Bitcoin!Better 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17:53","market":"other","language":"zh","title":"腾讯控股：9月26日耗资约4亿港元回购133万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1117006822","media":"老虎资讯综合","summary":"$腾讯控股(00700)$在港交所公告，于9月26日回购133万股，每股作价298.6-303.4港元，共耗资约4亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于9月26日回购133万股，每股作价298.6-303.4港元，共耗资约4亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92956e1c5884b384ac926b2605eea472\" tg-width=\"1566\" tg-height=\"513\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：9月26日耗资约4亿港元回购133万股</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于9月26日回购133万股，每股作价298.6-303.4港元，共耗资约4亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92956e1c5884b384ac926b2605eea472\" tg-width=\"1566\" tg-height=\"513\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) 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17:44","market":"hk","language":"zh","title":"腾讯控股：于9月21日回购132万股，共耗资约4亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1136580915","media":"老虎资讯综合","summary":"$腾讯控股(00700)$在港交所公告，于9月21日回购132万股，每股作价302.2-307.2港元，共耗资约4亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于9月21日回购132万股，每股作价302.2-307.2港元，共耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4d93125ade4a67c9eca22c3e9dc5cd1\" tg-width=\"1567\" tg-height=\"516\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：于9月21日回购132万股，共耗资约4亿港元</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>在港交所公告，于9月21日回购132万股，每股作价302.2-307.2港元，共耗资约4亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4d93125ade4a67c9eca22c3e9dc5cd1\" tg-width=\"1567\" tg-height=\"516\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1526":"科网股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","00700":"腾讯控股","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder 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