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WhoTokMyName
2021-10-02
$阿斯麦(ASML)$
不卖
WhoTokMyName
2021-09-28
想要骗我们手中的票?
ASML: It's Time To Take Profits
WhoTokMyName
2021-09-13
这篇文章不错,转发给大家看
张一鸣、马化腾为什么都想做电子签名?
WhoTokMyName
2021-08-29
学习学习
@石头Stone:跑赢99%用户的交易策略,如何利润最大化?
WhoTokMyName
2021-08-29
做空要配合反垄断的炒作,只要有实质性进展,不崩都难
@三思期权:大摩:如何交易Taper行情?
WhoTokMyName
2021-08-28
就看gj有没有意识到产业链改革的迫切了
抱歉,原内容已删除
WhoTokMyName
2021-08-27
$阿斯麦(ASML)$
听说新高了[害羞]
WhoTokMyName
2021-08-25
木头姐是大韭菜啊 你跟就是她的小韭菜了
抄底京东后,“木头姐”表态:对中概并不悲观
WhoTokMyName
2021-08-16
这会是一个很长的周期
@爱上趋势股:万亿基建通过:中美光伏战役正式打响!
WhoTokMyName
2021-08-07
现在风险巨大,等回调,比较是mrna龙头,会是未来医药技术革命的开始
@美港股观察社:是什么让莫得纳(Moderna)今年以来股价上涨超过200%?不仅被纳入标普500成分股,市值还突破千亿美金,一举超过了葛兰素史克,打破了原来疫苗四巨头的格局。今天我们来聊聊莫得纳。$Moderna, Inc.(MRNA)$ $葛兰素史克(GSK)$ $标普500(.SPX)$ 去年新冠疫情席卷全球,远程办公成为大家新的工作方式,新的工作方式造就了大牛股ZOOM。今年新冠疫苗面世,也同样造就了疫苗大牛股。生物科技公司莫得纳本来是以mRNA技术研发感染性疾病药物的,在研发新冠疫苗的时候却发现效果非常好,不仅开发速度比传统的灭活疫苗快,而且保护率非常高,高达94.1%。$Zoom(ZM)$ 另一家同样以mRNA技术为核心的生物科技公司BioNtech所研发新冠疫苗,保护率也高达95.3%,这一下把mRNA这种前沿的技术带到大众视野中。$BioNTech SE(BNTX)$ 疫苗被证明有效之后,莫得纳在去年年底开始量产,今年一季度也是莫得纳商业化的开端。在一季度,莫得纳新冠疫苗出货量1.02亿剂,收入19亿美元,净利润12亿美元。这盈利能力有多强?刚才提到的疫苗四巨头之一的葛兰素史克今年一季度净利润12.6亿美元。莫得纳作为一家刚开始商业化的公司,第一个季度的净利润就赶上了四巨头之一。 这还没完,市场预期莫得纳二季度疫苗出货量在2亿到2.5亿剂之间,掰掰手指头算一下,莫得纳二季度净利润可
WhoTokMyName
2021-08-07
别啊 我等着他上市的
@美股研究社:据美国科技媒体The Verge:谷歌(GOOG.O、GOOGL.O)考虑“部分或全部”收购游戏制作团队Epic Games。
$谷歌(GOOG)$
WhoTokMyName
2021-08-06
$阿斯麦(ASML)$
[微笑]
WhoTokMyName
2021-07-25
寻找下一个爽点
抱歉,原内容已删除
WhoTokMyName
2021-07-16
$阿斯麦(ASML)$
🥱
WhoTokMyName
2021-07-08
世界金融中心要开始转移了吗[财迷]
抱歉,原内容已删除
WhoTokMyName
2021-07-07
这个游戏如果你没有高端手机和网速根本就是个渣
@美股研究社:在线游戏平台Roblox和索尼联盟,能否让歌手从海量游戏玩家中创收
WhoTokMyName
2021-07-05
跌,是为了挤泡泡,就像挤青春痘那样,挤完了就还你一张。。。。。。。。。。。。橘子脸[流泪]
抱歉,原内容已删除
WhoTokMyName
2021-07-05
有人在Change.org上签名不让Jeff下来呢[财迷]
抱歉,原内容已删除
WhoTokMyName
2021-07-01
$英特尔(INTC)$
耐心滴等
WhoTokMyName
2021-06-29
[微笑]
抱歉,原内容已删除
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>不卖","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>不卖","text":"$阿斯麦(ASML)$不卖","images":[{"img":"https://static.tigerbbs.com/77d68515061735c7a244f97b4c677277","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864476274","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":862069839,"gmtCreate":1632818618121,"gmtModify":1632818624882,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"想要骗我们手中的票?","listText":"想要骗我们手中的票?","text":"想要骗我们手中的票?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862069839","repostId":"1123391790","repostType":2,"repost":{"id":"1123391790","pubTimestamp":1632754543,"share":"https://www.laohu8.com/m/news/1123391790?lang=&edition=full","pubTime":"2021-09-27 22:55","market":"us","language":"en","title":"ASML: It's Time To Take Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1123391790","media":"Seeking Alpha","summary":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly","content":"<p><b>Summary</b></p>\n<ul>\n <li>We wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.</li>\n <li>ASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.</li>\n <li>We are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>We wrote a bullish article on ASML(NASDAQ:ASML) more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebeefb02d1c446db8e52248f8743ecf3\" tg-width=\"257\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Part of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&D needed, this is what we said back then:</p>\n<blockquote>\n Increasing complexity and R&D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.\n</blockquote>\n<p>We also mentioned that the time had come for years of significant R&D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7695b604564361609481c3be5ba51ee5\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>While shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b58849fe01d66780fe4568ad581e3496\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Part of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1846ea5e83cafd797cb6cc34fb9b9aa4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>As revenue increases and the company becomes more successful it is not reducing R&D expense, but instead is doubling down with more money dedicated than ever to R&D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/640dbaeb6546cb17ae3d44efe00a9dbc\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Valuation</b></p>\n<p>When we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e53eb278ed1ce84114574a338bf8b5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>One thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a616b21047d8945929adab5654c491\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Back in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e4d38a523ce2586faa9b0e572aaadb\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Finally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe1468398d132f9200083378aa535dd7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Competitive Advantages</b></p>\n<p>What we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its order book filling, and it is projecting a trillion dollar semiconductor market by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.</p>\n<p>Looking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:</p>\n<p>While we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.</p>\n<p>The investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg told Bloomberg:</p>\n<p>ASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.</p>\n<p>These are incredibly complex machines that weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and incredible amounts of engineering ingenuity to get to work.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973b1626dc094982f58ff77dc14b4098\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p>\n<p>Not only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2abd6a60053e447cab0b1f2abb3ed64\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p>\n<p>For these reasons several semiconductor technology leaders are building significant capacity for EUV systems.</p>\n<p><b>Conclusion</b></p>\n<p>While ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML: It's Time To Take Profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nASML: It's Time To Take Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 22:55 GMT+8 <a href=https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nASML is firing on all cylinders, but the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123391790","content_text":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.\nWe are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.\n\nMichael Vi/iStock Editorial via Getty Images\nWe wrote a bullish article on ASML(NASDAQ:ASML) more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nSource: Seeking Alpha\nPart of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&D needed, this is what we said back then:\n\n Increasing complexity and R&D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.\n\nWe also mentioned that the time had come for years of significant R&D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.\nData by YCharts\nWhile shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.\nData by YCharts\nPart of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.\nData by YCharts\nAs revenue increases and the company becomes more successful it is not reducing R&D expense, but instead is doubling down with more money dedicated than ever to R&D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.\nData by YCharts\nValuation\nWhen we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.\nData by YCharts\nOne thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.\nData by YCharts\nBack in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.\nData by YCharts\nFinally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.\nData by YCharts\nCompetitive Advantages\nWhat we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its order book filling, and it is projecting a trillion dollar semiconductor market by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.\nLooking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:\nWhile we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.\nThe investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg told Bloomberg:\nASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.\nThese are incredibly complex machines that weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and incredible amounts of engineering ingenuity to get to work.\nSource: ASML investor presentation\nNot only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.\nSource: ASML investor presentation\nFor these reasons several semiconductor technology leaders are building significant capacity for EUV systems.\nConclusion\nWhile ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888429956,"gmtCreate":1631520493575,"gmtModify":1632807852740,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888429956","repostId":"1191480150","repostType":4,"repost":{"id":"1191480150","pubTimestamp":1631506023,"share":"https://www.laohu8.com/m/news/1191480150?lang=&edition=full","pubTime":"2021-09-13 12:07","market":"hk","language":"zh","title":"张一鸣、马化腾为什么都想做电子签名?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191480150","media":"市值榜","summary":"有商业的地方,就有交易,而有交易的场景,就离不开签名。","content":"<p>文/齐子概</p>\n<p>有商业的地方,就有交易,而有交易的场景,就离不开签名。</p>\n<p>十几年前,在美国旧金山,有一家提供网上按揭交易的公司,但创始人Tom Gonser逐渐发现,实现这项服务并不容易。</p>\n<p>这是因为,按揭交易涉及到太多材料和合同的签署,要求签字方至少需要配备打印机、传真机、扫描仪等机器,最终才能通过E-mail这种方式传输。</p>\n<p>也是因此,Tom Gonser产生了成立一家电子签名公司的想法,用户能够直接在电子文件上直接签名并发送。</p>\n<p>经过一年调研,DocuSign应运而生,十几年后,这家公司成了全球电子签市场的龙头企业,电子签名这门生意的服务对象,也从用户延伸至B端企业。</p>\n<p>若干年后,电子签的风吹向国内,不仅诞生了多家电子签公司,包括<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动等互联网巨头,或是投资或是直接入场,成为赛道重量级玩家。</p>\n<p>这是一门什么样的生意,为什么大众对这个赛道还是如此陌生,这条赛道潜力如何,本文试图厘清这些问题。</p>\n<p><b>01</b></p>\n<p><b>一门效率生意</b></p>\n<p>当前,电子签名主要的落地场景,包括企业对内、对外的身份认证、合同签署、合同管理、存证出证等。</p>\n<p>这本质上是一门“效率”生意。</p>\n<p>20世纪末,全球范围内多国/组织陆续发布“电子签名”相关法案,标志着以“电子签名”为技术及法律为基础的电子合同时代到来。</p>\n<p>2003年成立的美国公司DocuSign是全球电子签名市场的绝对龙头,其2018年在纳斯达克上市,目前占据着全球电子签名市场70%的份额;</p>\n<p>国内电子签市场从1998年开始萌芽,至今已经形成较为完善的产业链:上游包括实名认证服务商、时间戳服务机构、CA机构等,中游包括第三方电子签名平台,下游包括各类终端用户(政府机构、互联网平台、金融机构等)以及消费者个人用户。</p>\n<p><img src=\"https://static.tigerbbs.com/f05d26b3936659b1db3d2a6ad18599db\" tg-width=\"550\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p>\n<p>从发展阶段来看,我国电子签名市场在2012年以后进入加速发展期,本质上是随着云计算的大规模铺开而加速的,商业模式也加速成型。</p>\n<p>在这之前,电子签名市场主要玩家为传统电子签章平台以及各地CA(电子认证)机构,他们处于产业链上游,业务更聚焦政务市场。</p>\n<p>2012年以后,一系列互联网电子签名公司出现,开始切入企业市场,最开始在互联网金融领域全面渗透,后拓展至更多的应用场景。</p>\n<p>处于产业链中游的第三方电子签名服务商,成了更加重要的角色,他们大多提供按年订阅的SaaS服务,采取多云部署,且成本较低。</p>\n<p>具体来看,电签公司的营收模式主要分为两大部分:包括电子签名认证和签署在内的基础服务、围绕电子签名的一系列增值服务。</p>\n<p>DocuSign当前业务主要包括两个部分:电子签名核心主业,以及电子签名延伸出的Agreement Cloud电子合同管理业务,其2020年财报显示,基于SaaS电子签名业务的订阅服务,贡献了94.3%的营收,专业服务以及其他占据另外5.7%的营收。</p>\n<p><img src=\"https://static.tigerbbs.com/d3d48fed1e4e5e1f315092010a6b4518\" tg-width=\"550\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n<p>放眼全球电子签名市场,SaaS订阅服务都占据着最大的营收占比,亿欧智库数据显示,2019年我国第三方电子签名平台上上签的收入全部来源于SaaS订阅服务。</p>\n<p>也就是说,当前电子签名市场,主要营收来源集中于为企业客户提供基础服务,增值部分营收比重较小。</p>\n<p>很大一部分原因在于,在全球范围内,第三方电子签名市场仍处于早期阶段。</p>\n<p>当前国内电签市场已经呈现出头部效应,e签宝、上上签、法大大三家公司,合计占据国内行业70%的市场份额,竞争已经进入到白热化阶段。</p>\n<p>针对业界融资过多这一现象,上上签与法大大甚至掀起了一场“骂战”。</p>\n<p>去年5月,上上签创始人兼CEO万敏公开发声:“按正常估算,4、5亿的资金储备足以让一家业务健康发展的2B创业企业,哪怕是习惯花钱大手大脚,也至少可以悠然活四五年以上。不应该是一副‘地主家也没有余粮’,迫不及待等米下锅的样子。”</p>\n<p>他同时还透露了电子签约行业内存在的线上充值部分刷单等造假方式,并疑似对友商法大大的相关数据提出质疑。</p>\n<p>面对上述“指控”,法大大内部工作人员在朋友圈转发相关内容并评论道,“疫情期间,多少个法大大小伙伴天天深夜2、3点还在为客户紧急上线远程签约服务,确保了整体收入的逆势增长,仅线上小微客户充值收入就是该CEO公布的其公司业绩的20倍!”</p>\n<p>巨头的入场,也让这条赛道变得更加扑朔迷离。</p>\n<p><b>02</b></p>\n<p><b>巨头暗战电子签</b></p>\n<p>今年7月28日,微信在“腾讯电子签”小程序上线小借条功能,为用户提供开具借条这一服务。稍早一些,“腾讯电子签”已经上线“小收据”、“小合同——个人租房合同”服务。</p>\n<p>同时,腾讯电子签还推出SaaS版和api版的电子合同服务,与腾讯会议联合推出“云签约”解决方案,帮助企业提升签约和交易效率。</p>\n<p>虽然腾讯电子签推出了面向C端用户的服务,但实际电子签更多是一门To B生意,腾讯做C端,可以理解为是捎带手在做。</p>\n<p>不止腾讯,包括小米、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、字节跳动等巨头公司,或对外投资、或亲自下场,参与到电子签名的角逐之中。</p>\n<p>2016年至2018年,小米旗下顺为资本先后参与上上签A+轮及B轮融资;</p>\n<p>2019年,蚂蚁金服领投e签宝C轮近1亿美元融资,在这之前,2018年的云栖大会上,蚂蚁金服与e签宝联合发布“蚂蚁区块合约”,称以区块链为底层核心技术,创造新的信任机制,阿里旗下的阿里云、钉钉、支付宝随后都与e签宝产生了合作关系;</p>\n<p>2020年2月6日,法大大入驻字节跳动旗下企业办公软件飞书,为飞书企业用户免费提供电子合同和法律保障服务。在这两个月后,字节上线“电子签“在线签合同平台。</p>\n<p>2019年,腾讯参投法大大3.98亿元C轮融资,再到今年3月,腾讯再次参投法大大9亿人民币的D轮融资。紧接着,7月初腾讯在微信开放“腾讯电子签”小程序。</p>\n<p><img src=\"https://static.tigerbbs.com/a53a7cab4f685fb9048b18b1916e96be\" tg-width=\"550\" tg-height=\"201\" referrerpolicy=\"no-referrer\"></p>\n<p>巨头为何纷纷看中这条赛道?</p>\n<p>从大环境来看,To B正在成为互联网行业主流的发展发向。当前,我国正加速从消费互联网向产业互联网转型,具体表现为由消费领域迈进生产领域、由虚拟经济转为实体经济。To B成为巨大蓝海市场。</p>\n<p>2015年左右,To B市场潜力快速释放,IT桔子数据显示,仅在15年一季度,就有461家To B企业成立,全年则达到1272家。</p>\n<p>电子签名正是一门典型的B端生意,且在巨头赋能B端企业线上能力的链条中,是一条绕不开的契约通道。</p>\n<p>从产业互联的角度来看,To B企业得生态者得天下,单一产业环节的数字化,帮助企业提升生产效率,而产业环节间数字化打通,能够催生新的价值。</p>\n<p>产业互联的核心价值,在于用数据打通多个产业环节,通过数字化技术优化产业链从生产到消费终端的每个环节。</p>\n<p>而通过电子签名,企业能够与金融、房地产、人力资源、电商等垂直行业代表企业建立战略合作关系,容易产生网络效应,带动同行业其他企业及产业上下游企业使用电子合同,获客成本降低且效果显著。</p>\n<p><b>03</b></p>\n<p><b>想象空间有多大?</b></p>\n<p>中国电子认证联盟协会提供的数据显示,预计至2023年,中国电子签名行业产品与服务营收规模将突破100亿元,并不算大。</p>\n<p><img src=\"https://static.tigerbbs.com/c8cb3198858da893af8a9ec350c8444c\" tg-width=\"550\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p>\n<p>不过电子签名市场仍处于发展初期,潜在可开拓场景众多。亿欧智库分析师孙盼此前曾表示,“单看电子签名赛道并不宽,但如果延伸到法律服务、合同管理等其他服务,赛道会扩宽很多。”</p>\n<p>同时,当前电子签名整体渗透率较低,也给了赛道不小的想象空间。</p>\n<p>我国电子合同在互联网行业渗透率最高,2019年为12%,其次为金融、人力资源服务、电商、零售快消行业,物流和房地产行业的渗透率预计将逐步提升,但在垂直行业的整体渗透率仍然偏低。</p>\n<p><img src=\"https://static.tigerbbs.com/bdeee3e6eabf22f4e1bb78f52dee22f8\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"></p>\n<p>事实上,几乎所有企业或个人的经济往来都会涉及合同签署及管理,且贯穿各行业企业管理及运营的所有环节。因此,除法律规定必须使用纸质合同的合同类型外,理论上其他场景的纸质合同都存在被电子合同取代的可能,而这些场景,无疑都是电子签名的潜在空间。</p>\n<p>某大型投资机构投资总监刘磊(化名)告诉市值榜,他看好电子签名在中国的前景和电子签名SaaS公司的前景,一个原因在于,目前国内所有电子签名SaaS公司的年收入加起来只有美国DocuSign的零头。</p>\n<p>据DocuSign2020年财报,其营收为9.74亿美元,同比增长38.94%,过去五年其营收复合增速为57.35%。</p>\n<p>另一方面,DocuSign占据着全球电子签名70%的市场份额,来自美国的营收占比高达82.39%。但在国内市场,并未有一家企业展现出像DocuSign在美国那样一家独大的统治力。</p>\n<p>“这个赛道要跑出来,业务资质、政府资源、技术实力、生态建设、运营管理、持续融资能力等都很重要,目前国内几家头部企业,从团队能力和资源禀赋上并没有哪家展现出明显优势,护城河还未建立,不排除有新的实力竞争者出现。”刘磊告诉市值榜。</p>\n<p>谁会成为下一个DocuSign?抱着这样的想法,过去1年的时间,刘磊把国内电子签名SaaS的头部企业都研究了一遍,但最终,他并未下定决心投资任何一家。</p>\n<p>令他犹豫的主要集中在三个方面:行业基础设施尚不完善、未来格局未知、以及市场环境变化。</p>\n<p>他表示,由于美国市场估值高企,目前这些国内头部企业一级市场融资时的市销率估值已经和<a href=\"https://laohu8.com/S/DOCU\">Docusign</a>无差了,但是规模、增长、市场地位、技术实力、SaaS关键指标等,离Docusign都还有相当差距。</p>\n<p>同时现在入场还面临着未来怎么退出的问题。“这个赛道的企业大概率未来数年内还会持续亏损,”他补充,电子签公司本来适合上市的地方是美股,但最近的中概股监管风波之后,去美股可能也不合适了。</p>\n<p>市值榜此前在《赴美上市生变,谁的压力最大?》中做过分析,赴美上市融资渠道受阻后,挡在门外的公司为了活下去,摆在眼前只有两条路:扩张或者收缩。</p>\n<p>选择扩张,是互联网及新经济公司保障或者迅速占有市场地位的既有打法,但前提是现金流充沛,否则会出现现金流枯竭。</p>\n<p>若短期内不能上市,为了维持运营,就必须继续融资,但是,这些公司估值目前普遍过高,如果再融资,按照什么样的估值,会是新进入资本和老资本博弈的重点。</p>\n<p>如果公司选择收缩,是在困难时期最安全的对策,但面临的可能会市场地位下降,增长放缓,进而影响再次上市的估值水平。</p>\n<p>总体来看,电子签这门生意,理论上充满想象力,但现实来看却面临着诸多不确定性。</p>\n<p>— END —</p>\n<p>参考文献:</p>\n<p>[1]《不一样的电子签名》,第一财经周刊;</p>\n<p>[2]《中国第三方电子签名行业概览》,头豹研究院;</p>\n<p>[3]《电子签名SaaS:被忽视的云计算绝佳赛道》,<a href=\"https://laohu8.com/S/601162\">天风证券</a>;</p>\n<p>[4]《产业互联网的中国路径》,汤道生,朱恒源;</p>\n<p>[5]《To B革命:企业级服务商业场景落地实操》,乔杨;</p>","source":"lsy1626663456733","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n张一鸣、马化腾为什么都想做电子签名?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 12:07 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2021-09-13/doc-iktzqtyt5683164.shtml><strong>市值榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/齐子概\n有商业的地方,就有交易,而有交易的场景,就离不开签名。\n十几年前,在美国旧金山,有一家提供网上按揭交易的公司,但创始人Tom Gonser逐渐发现,实现这项服务并不容易。\n这是因为,按揭交易涉及到太多材料和合同的签署,要求签字方至少需要配备打印机、传真机、扫描仪等机器,最终才能通过E-mail这种方式传输。\n也是因此,Tom Gonser产生了成立一家电子签名公司的想法,用户能够直接在...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-09-13/doc-iktzqtyt5683164.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/954f12316a7d3fbd228f7ec30025da71","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-09-13/doc-iktzqtyt5683164.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191480150","content_text":"文/齐子概\n有商业的地方,就有交易,而有交易的场景,就离不开签名。\n十几年前,在美国旧金山,有一家提供网上按揭交易的公司,但创始人Tom Gonser逐渐发现,实现这项服务并不容易。\n这是因为,按揭交易涉及到太多材料和合同的签署,要求签字方至少需要配备打印机、传真机、扫描仪等机器,最终才能通过E-mail这种方式传输。\n也是因此,Tom Gonser产生了成立一家电子签名公司的想法,用户能够直接在电子文件上直接签名并发送。\n经过一年调研,DocuSign应运而生,十几年后,这家公司成了全球电子签市场的龙头企业,电子签名这门生意的服务对象,也从用户延伸至B端企业。\n若干年后,电子签的风吹向国内,不仅诞生了多家电子签公司,包括腾讯、字节跳动等互联网巨头,或是投资或是直接入场,成为赛道重量级玩家。\n这是一门什么样的生意,为什么大众对这个赛道还是如此陌生,这条赛道潜力如何,本文试图厘清这些问题。\n01\n一门效率生意\n当前,电子签名主要的落地场景,包括企业对内、对外的身份认证、合同签署、合同管理、存证出证等。\n这本质上是一门“效率”生意。\n20世纪末,全球范围内多国/组织陆续发布“电子签名”相关法案,标志着以“电子签名”为技术及法律为基础的电子合同时代到来。\n2003年成立的美国公司DocuSign是全球电子签名市场的绝对龙头,其2018年在纳斯达克上市,目前占据着全球电子签名市场70%的份额;\n国内电子签市场从1998年开始萌芽,至今已经形成较为完善的产业链:上游包括实名认证服务商、时间戳服务机构、CA机构等,中游包括第三方电子签名平台,下游包括各类终端用户(政府机构、互联网平台、金融机构等)以及消费者个人用户。\n\n从发展阶段来看,我国电子签名市场在2012年以后进入加速发展期,本质上是随着云计算的大规模铺开而加速的,商业模式也加速成型。\n在这之前,电子签名市场主要玩家为传统电子签章平台以及各地CA(电子认证)机构,他们处于产业链上游,业务更聚焦政务市场。\n2012年以后,一系列互联网电子签名公司出现,开始切入企业市场,最开始在互联网金融领域全面渗透,后拓展至更多的应用场景。\n处于产业链中游的第三方电子签名服务商,成了更加重要的角色,他们大多提供按年订阅的SaaS服务,采取多云部署,且成本较低。\n具体来看,电签公司的营收模式主要分为两大部分:包括电子签名认证和签署在内的基础服务、围绕电子签名的一系列增值服务。\nDocuSign当前业务主要包括两个部分:电子签名核心主业,以及电子签名延伸出的Agreement Cloud电子合同管理业务,其2020年财报显示,基于SaaS电子签名业务的订阅服务,贡献了94.3%的营收,专业服务以及其他占据另外5.7%的营收。\n\n放眼全球电子签名市场,SaaS订阅服务都占据着最大的营收占比,亿欧智库数据显示,2019年我国第三方电子签名平台上上签的收入全部来源于SaaS订阅服务。\n也就是说,当前电子签名市场,主要营收来源集中于为企业客户提供基础服务,增值部分营收比重较小。\n很大一部分原因在于,在全球范围内,第三方电子签名市场仍处于早期阶段。\n当前国内电签市场已经呈现出头部效应,e签宝、上上签、法大大三家公司,合计占据国内行业70%的市场份额,竞争已经进入到白热化阶段。\n针对业界融资过多这一现象,上上签与法大大甚至掀起了一场“骂战”。\n去年5月,上上签创始人兼CEO万敏公开发声:“按正常估算,4、5亿的资金储备足以让一家业务健康发展的2B创业企业,哪怕是习惯花钱大手大脚,也至少可以悠然活四五年以上。不应该是一副‘地主家也没有余粮’,迫不及待等米下锅的样子。”\n他同时还透露了电子签约行业内存在的线上充值部分刷单等造假方式,并疑似对友商法大大的相关数据提出质疑。\n面对上述“指控”,法大大内部工作人员在朋友圈转发相关内容并评论道,“疫情期间,多少个法大大小伙伴天天深夜2、3点还在为客户紧急上线远程签约服务,确保了整体收入的逆势增长,仅线上小微客户充值收入就是该CEO公布的其公司业绩的20倍!”\n巨头的入场,也让这条赛道变得更加扑朔迷离。\n02\n巨头暗战电子签\n今年7月28日,微信在“腾讯电子签”小程序上线小借条功能,为用户提供开具借条这一服务。稍早一些,“腾讯电子签”已经上线“小收据”、“小合同——个人租房合同”服务。\n同时,腾讯电子签还推出SaaS版和api版的电子合同服务,与腾讯会议联合推出“云签约”解决方案,帮助企业提升签约和交易效率。\n虽然腾讯电子签推出了面向C端用户的服务,但实际电子签更多是一门To B生意,腾讯做C端,可以理解为是捎带手在做。\n不止腾讯,包括小米、阿里巴巴、字节跳动等巨头公司,或对外投资、或亲自下场,参与到电子签名的角逐之中。\n2016年至2018年,小米旗下顺为资本先后参与上上签A+轮及B轮融资;\n2019年,蚂蚁金服领投e签宝C轮近1亿美元融资,在这之前,2018年的云栖大会上,蚂蚁金服与e签宝联合发布“蚂蚁区块合约”,称以区块链为底层核心技术,创造新的信任机制,阿里旗下的阿里云、钉钉、支付宝随后都与e签宝产生了合作关系;\n2020年2月6日,法大大入驻字节跳动旗下企业办公软件飞书,为飞书企业用户免费提供电子合同和法律保障服务。在这两个月后,字节上线“电子签“在线签合同平台。\n2019年,腾讯参投法大大3.98亿元C轮融资,再到今年3月,腾讯再次参投法大大9亿人民币的D轮融资。紧接着,7月初腾讯在微信开放“腾讯电子签”小程序。\n\n巨头为何纷纷看中这条赛道?\n从大环境来看,To B正在成为互联网行业主流的发展发向。当前,我国正加速从消费互联网向产业互联网转型,具体表现为由消费领域迈进生产领域、由虚拟经济转为实体经济。To B成为巨大蓝海市场。\n2015年左右,To B市场潜力快速释放,IT桔子数据显示,仅在15年一季度,就有461家To B企业成立,全年则达到1272家。\n电子签名正是一门典型的B端生意,且在巨头赋能B端企业线上能力的链条中,是一条绕不开的契约通道。\n从产业互联的角度来看,To B企业得生态者得天下,单一产业环节的数字化,帮助企业提升生产效率,而产业环节间数字化打通,能够催生新的价值。\n产业互联的核心价值,在于用数据打通多个产业环节,通过数字化技术优化产业链从生产到消费终端的每个环节。\n而通过电子签名,企业能够与金融、房地产、人力资源、电商等垂直行业代表企业建立战略合作关系,容易产生网络效应,带动同行业其他企业及产业上下游企业使用电子合同,获客成本降低且效果显著。\n03\n想象空间有多大?\n中国电子认证联盟协会提供的数据显示,预计至2023年,中国电子签名行业产品与服务营收规模将突破100亿元,并不算大。\n\n不过电子签名市场仍处于发展初期,潜在可开拓场景众多。亿欧智库分析师孙盼此前曾表示,“单看电子签名赛道并不宽,但如果延伸到法律服务、合同管理等其他服务,赛道会扩宽很多。”\n同时,当前电子签名整体渗透率较低,也给了赛道不小的想象空间。\n我国电子合同在互联网行业渗透率最高,2019年为12%,其次为金融、人力资源服务、电商、零售快消行业,物流和房地产行业的渗透率预计将逐步提升,但在垂直行业的整体渗透率仍然偏低。\n\n事实上,几乎所有企业或个人的经济往来都会涉及合同签署及管理,且贯穿各行业企业管理及运营的所有环节。因此,除法律规定必须使用纸质合同的合同类型外,理论上其他场景的纸质合同都存在被电子合同取代的可能,而这些场景,无疑都是电子签名的潜在空间。\n某大型投资机构投资总监刘磊(化名)告诉市值榜,他看好电子签名在中国的前景和电子签名SaaS公司的前景,一个原因在于,目前国内所有电子签名SaaS公司的年收入加起来只有美国DocuSign的零头。\n据DocuSign2020年财报,其营收为9.74亿美元,同比增长38.94%,过去五年其营收复合增速为57.35%。\n另一方面,DocuSign占据着全球电子签名70%的市场份额,来自美国的营收占比高达82.39%。但在国内市场,并未有一家企业展现出像DocuSign在美国那样一家独大的统治力。\n“这个赛道要跑出来,业务资质、政府资源、技术实力、生态建设、运营管理、持续融资能力等都很重要,目前国内几家头部企业,从团队能力和资源禀赋上并没有哪家展现出明显优势,护城河还未建立,不排除有新的实力竞争者出现。”刘磊告诉市值榜。\n谁会成为下一个DocuSign?抱着这样的想法,过去1年的时间,刘磊把国内电子签名SaaS的头部企业都研究了一遍,但最终,他并未下定决心投资任何一家。\n令他犹豫的主要集中在三个方面:行业基础设施尚不完善、未来格局未知、以及市场环境变化。\n他表示,由于美国市场估值高企,目前这些国内头部企业一级市场融资时的市销率估值已经和Docusign无差了,但是规模、增长、市场地位、技术实力、SaaS关键指标等,离Docusign都还有相当差距。\n同时现在入场还面临着未来怎么退出的问题。“这个赛道的企业大概率未来数年内还会持续亏损,”他补充,电子签公司本来适合上市的地方是美股,但最近的中概股监管风波之后,去美股可能也不合适了。\n市值榜此前在《赴美上市生变,谁的压力最大?》中做过分析,赴美上市融资渠道受阻后,挡在门外的公司为了活下去,摆在眼前只有两条路:扩张或者收缩。\n选择扩张,是互联网及新经济公司保障或者迅速占有市场地位的既有打法,但前提是现金流充沛,否则会出现现金流枯竭。\n若短期内不能上市,为了维持运营,就必须继续融资,但是,这些公司估值目前普遍过高,如果再融资,按照什么样的估值,会是新进入资本和老资本博弈的重点。\n如果公司选择收缩,是在困难时期最安全的对策,但面临的可能会市场地位下降,增长放缓,进而影响再次上市的估值水平。\n总体来看,电子签这门生意,理论上充满想象力,但现实来看却面临着诸多不确定性。\n— END —\n参考文献:\n[1]《不一样的电子签名》,第一财经周刊;\n[2]《中国第三方电子签名行业概览》,头豹研究院;\n[3]《电子签名SaaS:被忽视的云计算绝佳赛道》,天风证券;\n[4]《产业互联网的中国路径》,汤道生,朱恒源;\n[5]《To B革命:企业级服务商业场景落地实操》,乔杨;","news_type":1},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813706502,"gmtCreate":1630241855306,"gmtModify":1704957380936,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"学习学习","listText":"学习学习","text":"学习学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813706502","repostId":"834369868","repostType":1,"repost":{"id":834369868,"gmtCreate":1629772598254,"gmtModify":1629782110908,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头Stone","avatar":"https://static.tigerbbs.com/8477922e6df4928f290cca5cd50ce873","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"跑赢99%用户的交易策略,如何利润最大化?","htmlText":"大家好,今天是2021年8月24日,星期二,距离上一篇空间站更新,大概过了10天。为什么最近没更新空间站呢?原因很简单: 什么操作都没有做 没有特别吸引我的公司财报 市场按照推演的预期进行中 最近我发现老虎证券的App更新了些功能,比如在账户分析中显示收益率超越用户比、共计交易金额、以及累计交易股票数量。 在正文开始之前呢,咱们先来看下这个老虎账户到现在为止的收益率是多少,做了多少钱的交易,又能能超越多少人呢? 回顾2021年7月5日,公开发文:<a href=\"https://www.laohu8.com/post/158937006\" target=\"_blank\">2021上半年收益60%,总收益1275%,下半年投资方向在哪里</a>?这篇文章,通过标题大家可以看到,账户上半年的收益率大概在60%左右。 那么经过这2个月的市场洗礼、踩雷<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a> 、在空间站打“明牌”,所有操作都公开的情况下,账户会变成什么样呢? 暂停一下,来猜一猜 咱们先上数据,具体账户分析留着到时候再做。这些数据分析,也是为了佐证我的一些思路、想法是否能跟得上潮流,是否真正有效。毕竟如果我自己的公开账户都做的不好,还有什么脸来跟大家分享我的交易方式呢,如果真的发生了,那我大概率会选择闭门反思。 截止目前2021年8月24日,总收益11.6万美金,跌破了2-3月份就完成的年计划的100W人民币收入,不过没有关系,我们还有机会,后面还有4个多月时间供我们容错。 导致账户受损的主要原因是踩雷,这俩中概股加一起占了总亏损的绝大部分。","listText":"大家好,今天是2021年8月24日,星期二,距离上一篇空间站更新,大概过了10天。为什么最近没更新空间站呢?原因很简单: 什么操作都没有做 没有特别吸引我的公司财报 市场按照推演的预期进行中 最近我发现老虎证券的App更新了些功能,比如在账户分析中显示收益率超越用户比、共计交易金额、以及累计交易股票数量。 在正文开始之前呢,咱们先来看下这个老虎账户到现在为止的收益率是多少,做了多少钱的交易,又能能超越多少人呢? 回顾2021年7月5日,公开发文:<a href=\"https://www.laohu8.com/post/158937006\" target=\"_blank\">2021上半年收益60%,总收益1275%,下半年投资方向在哪里</a>?这篇文章,通过标题大家可以看到,账户上半年的收益率大概在60%左右。 那么经过这2个月的市场洗礼、踩雷<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a> 、在空间站打“明牌”,所有操作都公开的情况下,账户会变成什么样呢? 暂停一下,来猜一猜 咱们先上数据,具体账户分析留着到时候再做。这些数据分析,也是为了佐证我的一些思路、想法是否能跟得上潮流,是否真正有效。毕竟如果我自己的公开账户都做的不好,还有什么脸来跟大家分享我的交易方式呢,如果真的发生了,那我大概率会选择闭门反思。 截止目前2021年8月24日,总收益11.6万美金,跌破了2-3月份就完成的年计划的100W人民币收入,不过没有关系,我们还有机会,后面还有4个多月时间供我们容错。 导致账户受损的主要原因是踩雷,这俩中概股加一起占了总亏损的绝大部分。","text":"大家好,今天是2021年8月24日,星期二,距离上一篇空间站更新,大概过了10天。为什么最近没更新空间站呢?原因很简单: 什么操作都没有做 没有特别吸引我的公司财报 市场按照推演的预期进行中 最近我发现老虎证券的App更新了些功能,比如在账户分析中显示收益率超越用户比、共计交易金额、以及累计交易股票数量。 在正文开始之前呢,咱们先来看下这个老虎账户到现在为止的收益率是多少,做了多少钱的交易,又能能超越多少人呢? 回顾2021年7月5日,公开发文:2021上半年收益60%,总收益1275%,下半年投资方向在哪里?这篇文章,通过标题大家可以看到,账户上半年的收益率大概在60%左右。 那么经过这2个月的市场洗礼、踩雷$滴滴(DIDI)$ 和$新氧(SY)$ 、在空间站打“明牌”,所有操作都公开的情况下,账户会变成什么样呢? 暂停一下,来猜一猜 咱们先上数据,具体账户分析留着到时候再做。这些数据分析,也是为了佐证我的一些思路、想法是否能跟得上潮流,是否真正有效。毕竟如果我自己的公开账户都做的不好,还有什么脸来跟大家分享我的交易方式呢,如果真的发生了,那我大概率会选择闭门反思。 截止目前2021年8月24日,总收益11.6万美金,跌破了2-3月份就完成的年计划的100W人民币收入,不过没有关系,我们还有机会,后面还有4个多月时间供我们容错。 导致账户受损的主要原因是踩雷,这俩中概股加一起占了总亏损的绝大部分。","images":[{"img":"https://static.tigerbbs.com/ad49b93834af4b3fa2362dc3fabcac11","width":"569","height":"342"},{"img":"https://static.tigerbbs.com/277c861ef1c4740a6bde6483817bf7fc","width":"553","height":"524"},{"img":"https://static.tigerbbs.com/0f4c51d50c7680e0f6fde8032adf4d1e","width":"688","height":"574"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834369868","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813700199,"gmtCreate":1630240714111,"gmtModify":1704957372416,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"做空要配合反垄断的炒作,只要有实质性进展,不崩都难","listText":"做空要配合反垄断的炒作,只要有实质性进展,不崩都难","text":"做空要配合反垄断的炒作,只要有实质性进展,不崩都难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813700199","repostId":"813102850","repostType":1,"repost":{"id":813102850,"gmtCreate":1630143183070,"gmtModify":1704956515140,"author":{"id":"3451551789721456","authorId":"3451551789721456","name":"三思期权","avatar":"https://static.tigerbbs.com/92ce49aa82ca7a11be1af4fd293beba8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大摩:如何交易Taper行情?","htmlText":"最近一段时间,美联储Taper依然是市场热度很高的话题,8月初“惊艳”的非农数据发布后,黄金和美债市场剧烈波动,显示出市场对美联储超预期Taper的担忧。上周发布的美联储FOMC会议纪要显示,FOMC成员对年内启动Taper已经达成共识,但具体时点和节奏存在分歧,9月FOMC会议将成为重要的观察窗口。尽管美国就业市场强劲复苏、通胀延续高位、楼市过度繁荣都足以构成美联储Taper的理由,但是随着近期太平洋西岸的宏观数据走弱,美国Delta疫情蔓延,叠加美国财政刺激即将到期,市场已经开始定价全球经济下行风险。如果美联储过早启动Taper,无疑将给风险资产带来压力。 从近期市场表现看,最能反映美国本土经济基本面的罗素2000指数<a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 已经延续数月弱势震荡,而其RSI指标早已进入下行趋势。 注:相较于全球跨国企业为主的纳斯达克100指数<a target=\"_blank\" href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> (类似于大A的科创创业50),美国罗素2000指数主要是以美国本土经济为主的中型企业(类似于大A的中证1000) 铜、原油<a target=\"_blank\" href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a> 、铁矿石等大宗商品价格近日亦快速回调,美元指数走强,大类资产颇有预演2013年5月“Taper Tantrum”的味道。图:铜价vs美元 图:8月1日三思周报的PPT截图 在此背景下,投资者如何交易大类资产?是跟随当下的“Riskof","listText":"最近一段时间,美联储Taper依然是市场热度很高的话题,8月初“惊艳”的非农数据发布后,黄金和美债市场剧烈波动,显示出市场对美联储超预期Taper的担忧。上周发布的美联储FOMC会议纪要显示,FOMC成员对年内启动Taper已经达成共识,但具体时点和节奏存在分歧,9月FOMC会议将成为重要的观察窗口。尽管美国就业市场强劲复苏、通胀延续高位、楼市过度繁荣都足以构成美联储Taper的理由,但是随着近期太平洋西岸的宏观数据走弱,美国Delta疫情蔓延,叠加美国财政刺激即将到期,市场已经开始定价全球经济下行风险。如果美联储过早启动Taper,无疑将给风险资产带来压力。 从近期市场表现看,最能反映美国本土经济基本面的罗素2000指数<a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 已经延续数月弱势震荡,而其RSI指标早已进入下行趋势。 注:相较于全球跨国企业为主的纳斯达克100指数<a target=\"_blank\" href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> (类似于大A的科创创业50),美国罗素2000指数主要是以美国本土经济为主的中型企业(类似于大A的中证1000) 铜、原油<a target=\"_blank\" href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a> 、铁矿石等大宗商品价格近日亦快速回调,美元指数走强,大类资产颇有预演2013年5月“Taper Tantrum”的味道。图:铜价vs美元 图:8月1日三思周报的PPT截图 在此背景下,投资者如何交易大类资产?是跟随当下的“Riskof","text":"最近一段时间,美联储Taper依然是市场热度很高的话题,8月初“惊艳”的非农数据发布后,黄金和美债市场剧烈波动,显示出市场对美联储超预期Taper的担忧。上周发布的美联储FOMC会议纪要显示,FOMC成员对年内启动Taper已经达成共识,但具体时点和节奏存在分歧,9月FOMC会议将成为重要的观察窗口。尽管美国就业市场强劲复苏、通胀延续高位、楼市过度繁荣都足以构成美联储Taper的理由,但是随着近期太平洋西岸的宏观数据走弱,美国Delta疫情蔓延,叠加美国财政刺激即将到期,市场已经开始定价全球经济下行风险。如果美联储过早启动Taper,无疑将给风险资产带来压力。 从近期市场表现看,最能反映美国本土经济基本面的罗素2000指数$罗素2000指数ETF(IWM)$ 已经延续数月弱势震荡,而其RSI指标早已进入下行趋势。 注:相较于全球跨国企业为主的纳斯达克100指数$纳斯达克100指数(NDX)$ (类似于大A的科创创业50),美国罗素2000指数主要是以美国本土经济为主的中型企业(类似于大A的中证1000) 铜、原油$美国原油ETF(USO)$ 、铁矿石等大宗商品价格近日亦快速回调,美元指数走强,大类资产颇有预演2013年5月“Taper Tantrum”的味道。图:铜价vs美元 图:8月1日三思周报的PPT截图 在此背景下,投资者如何交易大类资产?是跟随当下的“Riskof","images":[{"img":"https://static.tigerbbs.com/1330efeae10712a07251bce8818a86a9","width":"1537","height":"800"},{"img":"https://static.tigerbbs.com/e83d21ae3d183b74bfd6d9788cd8a96e","width":"671","height":"482"},{"img":"https://static.tigerbbs.com/34d1e506861f767c30fdfa0b6c86d0e1","width":"829","height":"438"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813102850","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813111039,"gmtCreate":1630148862121,"gmtModify":1704956553460,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就看gj有没有意识到产业链改革的迫切了","listText":"就看gj有没有意识到产业链改革的迫切了","text":"就看gj有没有意识到产业链改革的迫切了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813111039","repostId":"1111658708","repostType":4,"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819580409,"gmtCreate":1630077132801,"gmtModify":1704955678392,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>听说新高了[害羞] ","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>听说新高了[害羞] ","text":"$阿斯麦(ASML)$听说新高了[害羞]","images":[{"img":"https://static.tigerbbs.com/111f0fcec180c87a2044833a72a2cc3a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819580409","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837128963,"gmtCreate":1629866391952,"gmtModify":1633681827717,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"木头姐是大韭菜啊 你跟就是她的小韭菜了","listText":"木头姐是大韭菜啊 你跟就是她的小韭菜了","text":"木头姐是大韭菜啊 你跟就是她的小韭菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837128963","repostId":"2162387390","repostType":4,"repost":{"id":"2162387390","pubTimestamp":1629858360,"share":"https://www.laohu8.com/m/news/2162387390?lang=&edition=full","pubTime":"2021-08-25 10:26","market":"hk","language":"zh","title":"抄底京东后,“木头姐”表态:对中概并不悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2162387390","media":"华尔街见闻","summary":"几乎已经清仓中概股的ARK基金,本周开始出手抄底买入京东股票,该基金创始人“木头姐”最新表态称:对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接","content":"<p>几乎已经清仓中概股的ARK基金,本周开始出手抄底买入<a href=\"https://laohu8.com/S/JD\">京东</a>股票,该基金创始人“木头姐”最新表态称:对中国并不悲观。</p>\n<p>Ark Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示:</p>\n<blockquote>\n <b>“从长远来看,我对中国并不悲观,因为我认为他们是一个非常具有创业精神的社会。”</b>\n</blockquote>\n<p>Wood称,中国政府正在制定更多的规章制度,但政府的目的并不想阻止增长和进步。</p>\n<p>最新披露的数据显示,ARK旗下的自动&<a href=\"https://laohu8.com/S/300024\">机器人</a>技术ETF (ARKQ)于周一买入了超过16万股的京东ADR,<b>扭转了7月底以来连续抛售的态势。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ba01ecec77377314f0598c9caadf2456\" tg-width=\"1118\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>截至周二,ARKQ持有8617万美元的京东股票,在该ETF中的持仓占比为3.22%,为其第九大持仓。</p>\n<p><img src=\"https://static.tigerbbs.com/f3dccaf72955102a69b8a5080d87c3db\" tg-width=\"1107\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>年初至今,京东股票累计下跌了近13%。在周一公布了强劲财报后,京东股价强势反弹,隔夜大涨14%。<b>ARKQ也是在京东公布亮眼财报后进行了抄底。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d796d9299aa03662c774ddd14756d6c0\" tg-width=\"688\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>华尔街见闻此前提及,财报数据显示,京东第二季度营收2538亿元,超市场预期2440.26亿元,同比增长26.23%;第二季度调整后每ADS收益2.90元,超市场预期的2.12元;</p>\n<p>在活跃用户方面, 截至2021年6月30日,京东过去12个月的活跃购买用户数达到5.32亿,超市场预估的5.209亿,较去年同期净增了1.15亿,单季新增3200万创下历史最高增量。</p>\n<p>对Wood和Ark来说,过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下,方舟旗舰基金ARKK取得了149%的惊人回报。</p>\n<p><b>但进入2021年来,随着科技股回调,ARKK表现萎靡,今年以来累计下跌2.9%,一度遭遇投资者大举赎回,并被对冲基金争相做空。</b></p>\n<p><img src=\"https://static.tigerbbs.com/10a0e581ee3758d2aa1dfdc00b1114d3\" tg-width=\"720\" tg-height=\"412\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"wallstreetcn_api","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>抄底京东后,“木头姐”表态:对中概并不悲观</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抄底京东后,“木头姐”表态:对中概并不悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 10:26 北京时间 <a href=https://wallstreetcn.com/articles/3638794><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>几乎已经清仓中概股的ARK基金,本周开始出手抄底买入京东股票,该基金创始人“木头姐”最新表态称:对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示:\n\n“从长远来看,我对中国并不悲观,因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称,中国政府正在制定更多的规章制度,但政府的目的并不想阻止增长和进步。\n最新披露的数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638794\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"JD":"京东","ARKF":"ARK Fintech Innovation ETF","09618":"京东集团-SW"},"source_url":"https://wallstreetcn.com/articles/3638794","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162387390","content_text":"几乎已经清仓中概股的ARK基金,本周开始出手抄底买入京东股票,该基金创始人“木头姐”最新表态称:对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示:\n\n“从长远来看,我对中国并不悲观,因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称,中国政府正在制定更多的规章制度,但政府的目的并不想阻止增长和进步。\n最新披露的数据显示,ARK旗下的自动&机器人技术ETF (ARKQ)于周一买入了超过16万股的京东ADR,扭转了7月底以来连续抛售的态势。\n\n截至周二,ARKQ持有8617万美元的京东股票,在该ETF中的持仓占比为3.22%,为其第九大持仓。\n\n年初至今,京东股票累计下跌了近13%。在周一公布了强劲财报后,京东股价强势反弹,隔夜大涨14%。ARKQ也是在京东公布亮眼财报后进行了抄底。\n\n华尔街见闻此前提及,财报数据显示,京东第二季度营收2538亿元,超市场预期2440.26亿元,同比增长26.23%;第二季度调整后每ADS收益2.90元,超市场预期的2.12元;\n在活跃用户方面, 截至2021年6月30日,京东过去12个月的活跃购买用户数达到5.32亿,超市场预估的5.209亿,较去年同期净增了1.15亿,单季新增3200万创下历史最高增量。\n对Wood和Ark来说,过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下,方舟旗舰基金ARKK取得了149%的惊人回报。\n但进入2021年来,随着科技股回调,ARKK表现萎靡,今年以来累计下跌2.9%,一度遭遇投资者大举赎回,并被对冲基金争相做空。","news_type":1},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830247063,"gmtCreate":1629078096852,"gmtModify":1633687583941,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这会是一个很长的周期","listText":"这会是一个很长的周期","text":"这会是一个很长的周期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830247063","repostId":"892577753","repostType":1,"repost":{"id":892577753,"gmtCreate":1628678834469,"gmtModify":1628681531295,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"万亿基建通过:中美光伏战役正式打响!","htmlText":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的:<a href=\"https://laohu8.com/TW/355053283\" target=\"_blank\">美国“洪水四溢”,大基建势在必行!</a> 我预示了两个观点,一是美国通胀将会爆发,二是美国基建法案必然会通过。 如今看,两个预言都已成真。 按照当时的逻辑,重点推荐了: <a target=\"_blank\" href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a>,从20涨到了28,涨幅40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> ,从30涨到了44,涨幅46%。 第二篇,5月份写的:<a href=\"https://laohu8.com/TW/190872054\" target=\"_blank\">别盯着特斯拉、蔚来了,美国钢铁都涨上天了!</a> 还是反复强调钢铁、建材等基建的投资机会,这次主要提到的是<a target=\"_blank\" href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> ,后来它从95涨到了118,涨幅24%。 今天,不说钢铁了,咱们聊聊其他的投资机会。 01先简述一下,昨天通过的是拜登的1.2万亿基建法案,这里面有5500亿将投入到基础设施的建设中。 具体包括: 1100亿美元,用于修建道路、桥梁; 660亿美元,用于修建铁路; 400亿美元,用于公共交通投资; 650亿美元,用于网络基建投资; 650亿美元,用于改善发电设施; 500亿美元,用于提升应对自然灾害和网络安全攻击的能力; 75亿美元,用于新建电动车充电站; 75亿美元,用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元","listText":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的:<a href=\"https://laohu8.com/TW/355053283\" target=\"_blank\">美国“洪水四溢”,大基建势在必行!</a> 我预示了两个观点,一是美国通胀将会爆发,二是美国基建法案必然会通过。 如今看,两个预言都已成真。 按照当时的逻辑,重点推荐了: <a target=\"_blank\" href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a>,从20涨到了28,涨幅40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> ,从30涨到了44,涨幅46%。 第二篇,5月份写的:<a href=\"https://laohu8.com/TW/190872054\" target=\"_blank\">别盯着特斯拉、蔚来了,美国钢铁都涨上天了!</a> 还是反复强调钢铁、建材等基建的投资机会,这次主要提到的是<a target=\"_blank\" href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> ,后来它从95涨到了118,涨幅24%。 今天,不说钢铁了,咱们聊聊其他的投资机会。 01先简述一下,昨天通过的是拜登的1.2万亿基建法案,这里面有5500亿将投入到基础设施的建设中。 具体包括: 1100亿美元,用于修建道路、桥梁; 660亿美元,用于修建铁路; 400亿美元,用于公共交通投资; 650亿美元,用于网络基建投资; 650亿美元,用于改善发电设施; 500亿美元,用于提升应对自然灾害和网络安全攻击的能力; 75亿美元,用于新建电动车充电站; 75亿美元,用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元","text":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的:美国“洪水四溢”,大基建势在必行! 我预示了两个观点,一是美国通胀将会爆发,二是美国基建法案必然会通过。 如今看,两个预言都已成真。 按照当时的逻辑,重点推荐了: $美国钢铁(X)$,从20涨到了28,涨幅40%。 $美国铝业(AA)$ ,从30涨到了44,涨幅46%。 第二篇,5月份写的:别盯着特斯拉、蔚来了,美国钢铁都涨上天了! 还是反复强调钢铁、建材等基建的投资机会,这次主要提到的是$纽柯钢铁(NUE)$ ,后来它从95涨到了118,涨幅24%。 今天,不说钢铁了,咱们聊聊其他的投资机会。 01先简述一下,昨天通过的是拜登的1.2万亿基建法案,这里面有5500亿将投入到基础设施的建设中。 具体包括: 1100亿美元,用于修建道路、桥梁; 660亿美元,用于修建铁路; 400亿美元,用于公共交通投资; 650亿美元,用于网络基建投资; 650亿美元,用于改善发电设施; 500亿美元,用于提升应对自然灾害和网络安全攻击的能力; 75亿美元,用于新建电动车充电站; 75亿美元,用于采购低排放产品、置换现有的校车和轮渡。 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克表示,在理想情况下,狗狗币可将区块时间加快10倍,将区块大小增加10倍,并将费用降低100倍,从而可以轻而易举的获胜。</p><p>狗狗币短线走高,重回0.54美元/枚上方。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ae09aeb718ecfeb44eda599f34a7a54","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182116766","content_text":"特斯拉CEO埃隆·马斯克表示,在理想情况下,狗狗币可将区块时间加快10倍,将区块大小增加10倍,并将费用降低100倍,从而可以轻而易举的获胜。狗狗币短线走高,重回0.54美元/枚上方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813111039,"gmtCreate":1630148862121,"gmtModify":1704956553460,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就看gj有没有意识到产业链改革的迫切了","listText":"就看gj有没有意识到产业链改革的迫切了","text":"就看gj有没有意识到产业链改革的迫切了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813111039","repostId":"1111658708","repostType":4,"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170930618,"gmtCreate":1626398695334,"gmtModify":1631885045720,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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你跟就是她的小韭菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837128963","repostId":"2162387390","repostType":4,"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158366307,"gmtCreate":1625130377709,"gmtModify":1631885865255,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>耐心滴等","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>耐心滴等","text":"$英特尔(INTC)$耐心滴等","images":[{"img":"https://static.tigerbbs.com/a061b6b67e51d819fd34b5fd9f8134d5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158366307","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":160757690,"gmtCreate":1623807432310,"gmtModify":1634027847673,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"标题党","listText":"标题党","text":"标题党","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160757690","repostId":"1199368394","repostType":4,"repost":{"id":"1199368394","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":1623801223,"share":"https://www.laohu8.com/m/news/1199368394?lang=&edition=full","pubTime":"2021-06-16 07:53","market":"sh","language":"zh","title":"昨夜今晨:发生什么?欧盟封杀十大巨头,美国数据又炸了","url":"https://stock-news.laohu8.com/highlight/detail?id=1199368394","media":"老虎资讯综合","summary":"摘要:美股全线收跌,道指跌0.27%;纳指跌0.71%;标普500指数跌0.2%;热门中概股周二收盘普跌;欧洲股市普遍收高;美油大涨1.8%创两年半新高;金价收盘再度下滑0.5%,录得三连跌;美联储会","content":"<blockquote>\n 摘要:美股全线收跌,道指跌0.27%;纳指跌0.71%;标普500指数跌0.2%;热门中概股周二收盘普跌;欧洲股市普遍收高;美油大涨1.8%创两年半新高;金价收盘再度下滑0.5%,录得三连跌;美联储会议重磅前瞻:料将开始讨论减码,2023年或首次加息;4月美国最大“债主”日本三个月里首度增持美债,中国持债两连降。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股全线收跌,道指跌近百点!标普500指数创新高后回落</p>\n<p>美股三大指数周二收盘全线下跌,标普500一度创新高,投资者正密切关注美联储即将公布的政策声明,以及美国5月PPI和零售销售数据。截至收盘,道指跌0.27%;纳指跌0.71%;标普500指数跌0.2%。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.64%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌0.01%;<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.02%;<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.59%;<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.25%;奈飞跌1.6%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.97%。</p>\n<p>2、热门中概股周二收盘普跌</p>\n<p>热门中概股周二收盘普跌,新能源汽车股下跌。</p>\n<p><a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌近6%,<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>、<a href=\"https://laohu8.com/S/KRKR\">36氪</a>跌超5%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>跌近5%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超3%,欢聚时代、<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近3%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌近2%,<a href=\"https://laohu8.com/S/KC\">金山云</a>。</p>\n<p>3、欧洲股市普遍收高 泛欧斯托克600指数八日连涨</p>\n<p>投资者等待美联储最新货币政策会议的开始,欧洲股市周二(6月15日)普遍收高。泛欧斯托克600指数小幅收涨0.11%,实现了连续第八个交易日的上涨。法国CAC40指数收盘上涨0.35%;西班牙IBEX35指数收盘下跌0.62%;德国DAX30指数收盘上涨0.36%;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.36%;欧洲斯托克50指数收盘上0.30%,报4145.13点。</p>\n<p>4、美油大涨1.8%创两年半新高 美原油库存料将连续第五周下降</p>\n<p>因美国是否会在本周末伊朗总统选举前重新加入伊朗核协议心存疑虑,从而令油价找到了支撑。最终,美国WIT期货价格上涨1.8%,报收于每桶72.12美元,创下两年半新高;国际布伦特油价上涨1.6%,报收于每桶73.99美元,也创下两年多新高。</p>\n<p>5、金价收盘再度下滑0.5%,录得三连跌!再创一个多月新低</p>\n<p>黄金期货价格下跌0.5%,报收于每盎司1856.40美元,录得三连跌,因美债收益率和美元汇率均有所上升。</p>\n<p>国际宏观</p>\n<p>1、美联储会议重磅前瞻:料将开始讨论减码,2023年或首次加息</p>\n<p>在本周为期两天的货币政策会议结束之后,美联储预计不会采取任何政策行动,但该行可能会发出信号,暗示其正在考虑采取行动。</p>\n<p>2、4月美国最大“债主”日本三个月里首度增持美债 中国持债两连降</p>\n<p>日本4月所持美国国债增加364亿美元,至1.277万亿美元,中国所持美债减少43亿美元,至1.096万亿美元。当月,外国人自2020年4月以来首次净卖出美国股票,创2019年8月来最大净抛售幅度,美国4月长期资本净流入量也较前值砍半。</p>\n<p>3、美联储双重政策目标均面临风险:通胀失控同时就业风险上升</p>\n<p>美联储既要保证实现充分就业,又要保持物价稳定。而在本周关键议息会议召开之际,美联储双重政策目标都陷入困境:通货膨胀率飙升,而失业率仍然高得令人不安。这是美国多年来首次面临双重风险:过快收紧货币政策会拖累经济,过晚收紧货币政策则会导致通胀上升。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2143765586\" target=\"_blank\">重大突发!欧盟封杀十大巨头,发生了什么?</a></p>\n<p>G7刚刚告一段落,欧盟就动手了。综合外媒报道,由于违反垄断法,欧盟决定冻结<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗集团、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>和巴克莱等10家银行的债券销售资格。据悉,即将出售的债券是8000亿欧元复苏基金的一部分。</p>\n<p>5、盖洛普最新报告:美国工人是世界上压力最大的工人之一</p>\n<p>根据盖洛普(Gallup)最新的全球工作场所状况报告,美国工人是世界上压力最大的员工之一,该报告反映了人们过去一年对工作和生活的感受。</p>\n<p>6、美国物价涨得这么猛 美联储和华尔街为何就是无动于衷?</p>\n<p>在美国通胀问题上,普通民众和华尔街之间存在着巨大的分歧。总得有人对此做出反应。</p>\n<p>7、美联储和大银行正在操控房地产市场?</p>\n<p>美国房地产市场上正在上演奇妙的一幕,专家们通过大量的数据研究发现,联储和美国的大银行们似乎正在操控着房地产市场。主流媒体宣称,房地产市场之所以陷入一片混乱,主要是因为需求极端旺盛,但是专家们却还要做更深入的挖掘。</p>\n<p>8、美欧“空客<a href=\"https://laohu8.com/S/BA\">波音</a>”之争休战,CNN抢着解读:双方都试图抗衡中国</p>\n<p>美国有线电视新闻网(CNN)15日消息,几名美国官员当日证实,美欧双方在布鲁塞尔举行的峰会上决定休战,即暂停因各自对空客和波音公司的政府补贴而引起的贸易争端。</p>\n<p>9、比特币大跌后,市场看法如何?美银调查:超8成基金经理人视其为泡沫</p>\n<p>尽管比特币价格近期大幅下跌,但在基金经理人们眼里,他们还是并不相信现在已经到了该要大举买入这种世界最大加密货币的时候。</p>\n<p>10、<a href=\"https://laohu8.com/NW/2143975768\" target=\"_blank\">1710亿美元!今年以来美股IPO再创新高,已超去年全年</a></p>\n<p>在华尔街,破纪录的IPO(首次公开招股)上市热潮丝毫没有显示出任何放缓的迹象。</p>\n<p>11、美国5月零售数据总体达到预期 但仍有购物中心企业申请破产保护</p>\n<p>尽管美国5月零售数据表现还算强劲,但是仍有一家大型购物中心业主正在申请破产保护。Washington Prime集团是一家在美国100 多个地点拥有大型购物中心的所有者,近日以与疫情相关的停业为由申请破产保护。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2143672765\" target=\"_blank\">27.4亿美元!贝佐斯前妻再次大手笔捐款,不到一年已捐85亿美元</a></p>\n<p>美国当地时间周二,电商巨头亚马逊的亿万富翁创始人及首席执行官杰夫·贝佐斯的前妻、慈善家麦肯齐·斯科特宣布,她又向慈善组织捐赠了27.4亿美元。</p>\n<p>2、满帮集团计划在美国IPO中筹集16亿美元</p>\n<p>满帮集团计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>3、苏伊士堵船事件已过去三个月了 但宜家等公司还没有收到自己的货</p>\n<p>苏伊士运河堵船事件已经过去一段时间了,但对于被迫忍受旷日持久的法律诉讼、希望追回被扣押集装箱船上价值数亿美元的货物的公司来说,这场危机远未结束。这些货物已被扣押了几个月。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2143750473\" target=\"_blank\">AMC做空者一天内亏损逾5亿美元,巨额收益令苹果特斯拉都望尘莫及</a></p>\n<p>金融分析公司Ortex的数据显示,本周一做空“MEME股票”之一AMC娱乐的投资者估计损失了约5.12亿美元。当天,这家影院运营商的股价大幅上涨了15%以上。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2143757157\" target=\"_blank\">瑞幸得到中国批准转出资金 达到重组协议的融资要求</a></p>\n<p><a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>报告称,根据与4.6亿美元0.75%可转换优先票据持有人达成的重组支持协议,该公司已经达到协议规定的融资里程碑。</p>\n<p>6、<a href=\"https://laohu8.com/S/QD\">趣店</a>CEO罗敏:计划全国布局少儿素质教育业务</p>\n<p>趣店CEO罗敏表示,中国课外素质教育行业有着巨大的潜力。据估计,中国目前约有1.6亿0到9岁的孩子,我们预计课外素质教育的普及率以及课外素质教育的家庭支出都将会增长。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2143360763\" target=\"_blank\">甲骨文第四财季营收112亿美元净利润同比增长22%</a></p>\n<p>据报道,甲骨文今天发布了2021财年第四财季及全年财报。报告显示,甲骨文第四财季总营收为112.27亿美元,与上年同期的104.40亿美元相比增长8%,不计入汇率变动的影响为同比增长4%;净利润为40.33亿美元,与上年同期的31.16亿美元相比增长29%,不计入汇率变动的影响为同比增长22%。</p>\n<p>8、<a href=\"https://laohu8.com/NW/2143768803\" target=\"_blank\">加通贝祥:将特斯拉目标价下调至812美元 因担忧新电池设计</a></p>\n<p>投行加通贝祥的分析师Jonathan Dorsheimer周一将特斯拉目标价从974美元下调至812美元,下调幅度达17%,仍维持对该股的“买入”评级。</p>\n<p>9、<a href=\"https://laohu8.com/NW/1149978895\" target=\"_blank\">壳牌考虑出售美国最大油田的100亿美元股份 打的是什么牌?</a></p>\n<p>据知情人士透露,石油巨头荷兰皇家壳牌公司正在审查其在美国最大油田的持有股份,并考虑出售该股份。有不愿透露姓名的消息人士称,会谈是私下进行的,所持股份价值可能高达100亿美元。</p>\n<p>10、<a href=\"https://laohu8.com/NW/2143750481\" target=\"_blank\">生物制药公司Alzamend Neuro上市首日翻倍</a></p>\n<p>当地时间周二,美国生物制药企业Alzamend Neuro成功登陆纳斯达克交易所,首日开盘后涨幅最高触及571%后回落。最终ALZN收涨170%,报13.50美元,对标市值11亿美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:发生什么?欧盟封杀十大巨头,美国数据又炸了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\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昨夜今晨:发生什么?欧盟封杀十大巨头,美国数据又炸了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-16 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:美股全线收跌,道指跌0.27%;纳指跌0.71%;标普500指数跌0.2%;热门中概股周二收盘普跌;欧洲股市普遍收高;美油大涨1.8%创两年半新高;金价收盘再度下滑0.5%,录得三连跌;美联储会议重磅前瞻:料将开始讨论减码,2023年或首次加息;4月美国最大“债主”日本三个月里首度增持美债,中国持债两连降。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股全线收跌,道指跌近百点!标普500指数创新高后回落</p>\n<p>美股三大指数周二收盘全线下跌,标普500一度创新高,投资者正密切关注美联储即将公布的政策声明,以及美国5月PPI和零售销售数据。截至收盘,道指跌0.27%;纳指跌0.71%;标普500指数跌0.2%。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.64%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌0.01%;<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.02%;<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.59%;<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.25%;奈飞跌1.6%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.97%。</p>\n<p>2、热门中概股周二收盘普跌</p>\n<p>热门中概股周二收盘普跌,新能源汽车股下跌。</p>\n<p><a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌近6%,<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>、<a href=\"https://laohu8.com/S/KRKR\">36氪</a>跌超5%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>跌近5%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超3%,欢聚时代、<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近3%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌近2%,<a href=\"https://laohu8.com/S/KC\">金山云</a>。</p>\n<p>3、欧洲股市普遍收高 泛欧斯托克600指数八日连涨</p>\n<p>投资者等待美联储最新货币政策会议的开始,欧洲股市周二(6月15日)普遍收高。泛欧斯托克600指数小幅收涨0.11%,实现了连续第八个交易日的上涨。法国CAC40指数收盘上涨0.35%;西班牙IBEX35指数收盘下跌0.62%;德国DAX30指数收盘上涨0.36%;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.36%;欧洲斯托克50指数收盘上0.30%,报4145.13点。</p>\n<p>4、美油大涨1.8%创两年半新高 美原油库存料将连续第五周下降</p>\n<p>因美国是否会在本周末伊朗总统选举前重新加入伊朗核协议心存疑虑,从而令油价找到了支撑。最终,美国WIT期货价格上涨1.8%,报收于每桶72.12美元,创下两年半新高;国际布伦特油价上涨1.6%,报收于每桶73.99美元,也创下两年多新高。</p>\n<p>5、金价收盘再度下滑0.5%,录得三连跌!再创一个多月新低</p>\n<p>黄金期货价格下跌0.5%,报收于每盎司1856.40美元,录得三连跌,因美债收益率和美元汇率均有所上升。</p>\n<p>国际宏观</p>\n<p>1、美联储会议重磅前瞻:料将开始讨论减码,2023年或首次加息</p>\n<p>在本周为期两天的货币政策会议结束之后,美联储预计不会采取任何政策行动,但该行可能会发出信号,暗示其正在考虑采取行动。</p>\n<p>2、4月美国最大“债主”日本三个月里首度增持美债 中国持债两连降</p>\n<p>日本4月所持美国国债增加364亿美元,至1.277万亿美元,中国所持美债减少43亿美元,至1.096万亿美元。当月,外国人自2020年4月以来首次净卖出美国股票,创2019年8月来最大净抛售幅度,美国4月长期资本净流入量也较前值砍半。</p>\n<p>3、美联储双重政策目标均面临风险:通胀失控同时就业风险上升</p>\n<p>美联储既要保证实现充分就业,又要保持物价稳定。而在本周关键议息会议召开之际,美联储双重政策目标都陷入困境:通货膨胀率飙升,而失业率仍然高得令人不安。这是美国多年来首次面临双重风险:过快收紧货币政策会拖累经济,过晚收紧货币政策则会导致通胀上升。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2143765586\" target=\"_blank\">重大突发!欧盟封杀十大巨头,发生了什么?</a></p>\n<p>G7刚刚告一段落,欧盟就动手了。综合外媒报道,由于违反垄断法,欧盟决定冻结<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗集团、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>和巴克莱等10家银行的债券销售资格。据悉,即将出售的债券是8000亿欧元复苏基金的一部分。</p>\n<p>5、盖洛普最新报告:美国工人是世界上压力最大的工人之一</p>\n<p>根据盖洛普(Gallup)最新的全球工作场所状况报告,美国工人是世界上压力最大的员工之一,该报告反映了人们过去一年对工作和生活的感受。</p>\n<p>6、美国物价涨得这么猛 美联储和华尔街为何就是无动于衷?</p>\n<p>在美国通胀问题上,普通民众和华尔街之间存在着巨大的分歧。总得有人对此做出反应。</p>\n<p>7、美联储和大银行正在操控房地产市场?</p>\n<p>美国房地产市场上正在上演奇妙的一幕,专家们通过大量的数据研究发现,联储和美国的大银行们似乎正在操控着房地产市场。主流媒体宣称,房地产市场之所以陷入一片混乱,主要是因为需求极端旺盛,但是专家们却还要做更深入的挖掘。</p>\n<p>8、美欧“空客<a href=\"https://laohu8.com/S/BA\">波音</a>”之争休战,CNN抢着解读:双方都试图抗衡中国</p>\n<p>美国有线电视新闻网(CNN)15日消息,几名美国官员当日证实,美欧双方在布鲁塞尔举行的峰会上决定休战,即暂停因各自对空客和波音公司的政府补贴而引起的贸易争端。</p>\n<p>9、比特币大跌后,市场看法如何?美银调查:超8成基金经理人视其为泡沫</p>\n<p>尽管比特币价格近期大幅下跌,但在基金经理人们眼里,他们还是并不相信现在已经到了该要大举买入这种世界最大加密货币的时候。</p>\n<p>10、<a href=\"https://laohu8.com/NW/2143975768\" target=\"_blank\">1710亿美元!今年以来美股IPO再创新高,已超去年全年</a></p>\n<p>在华尔街,破纪录的IPO(首次公开招股)上市热潮丝毫没有显示出任何放缓的迹象。</p>\n<p>11、美国5月零售数据总体达到预期 但仍有购物中心企业申请破产保护</p>\n<p>尽管美国5月零售数据表现还算强劲,但是仍有一家大型购物中心业主正在申请破产保护。Washington Prime集团是一家在美国100 多个地点拥有大型购物中心的所有者,近日以与疫情相关的停业为由申请破产保护。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2143672765\" target=\"_blank\">27.4亿美元!贝佐斯前妻再次大手笔捐款,不到一年已捐85亿美元</a></p>\n<p>美国当地时间周二,电商巨头亚马逊的亿万富翁创始人及首席执行官杰夫·贝佐斯的前妻、慈善家麦肯齐·斯科特宣布,她又向慈善组织捐赠了27.4亿美元。</p>\n<p>2、满帮集团计划在美国IPO中筹集16亿美元</p>\n<p>满帮集团计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>3、苏伊士堵船事件已过去三个月了 但宜家等公司还没有收到自己的货</p>\n<p>苏伊士运河堵船事件已经过去一段时间了,但对于被迫忍受旷日持久的法律诉讼、希望追回被扣押集装箱船上价值数亿美元的货物的公司来说,这场危机远未结束。这些货物已被扣押了几个月。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2143750473\" target=\"_blank\">AMC做空者一天内亏损逾5亿美元,巨额收益令苹果特斯拉都望尘莫及</a></p>\n<p>金融分析公司Ortex的数据显示,本周一做空“MEME股票”之一AMC娱乐的投资者估计损失了约5.12亿美元。当天,这家影院运营商的股价大幅上涨了15%以上。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2143757157\" target=\"_blank\">瑞幸得到中国批准转出资金 达到重组协议的融资要求</a></p>\n<p><a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>报告称,根据与4.6亿美元0.75%可转换优先票据持有人达成的重组支持协议,该公司已经达到协议规定的融资里程碑。</p>\n<p>6、<a href=\"https://laohu8.com/S/QD\">趣店</a>CEO罗敏:计划全国布局少儿素质教育业务</p>\n<p>趣店CEO罗敏表示,中国课外素质教育行业有着巨大的潜力。据估计,中国目前约有1.6亿0到9岁的孩子,我们预计课外素质教育的普及率以及课外素质教育的家庭支出都将会增长。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2143360763\" target=\"_blank\">甲骨文第四财季营收112亿美元净利润同比增长22%</a></p>\n<p>据报道,甲骨文今天发布了2021财年第四财季及全年财报。报告显示,甲骨文第四财季总营收为112.27亿美元,与上年同期的104.40亿美元相比增长8%,不计入汇率变动的影响为同比增长4%;净利润为40.33亿美元,与上年同期的31.16亿美元相比增长29%,不计入汇率变动的影响为同比增长22%。</p>\n<p>8、<a href=\"https://laohu8.com/NW/2143768803\" target=\"_blank\">加通贝祥:将特斯拉目标价下调至812美元 因担忧新电池设计</a></p>\n<p>投行加通贝祥的分析师Jonathan Dorsheimer周一将特斯拉目标价从974美元下调至812美元,下调幅度达17%,仍维持对该股的“买入”评级。</p>\n<p>9、<a href=\"https://laohu8.com/NW/1149978895\" target=\"_blank\">壳牌考虑出售美国最大油田的100亿美元股份 打的是什么牌?</a></p>\n<p>据知情人士透露,石油巨头荷兰皇家壳牌公司正在审查其在美国最大油田的持有股份,并考虑出售该股份。有不愿透露姓名的消息人士称,会谈是私下进行的,所持股份价值可能高达100亿美元。</p>\n<p>10、<a href=\"https://laohu8.com/NW/2143750481\" target=\"_blank\">生物制药公司Alzamend Neuro上市首日翻倍</a></p>\n<p>当地时间周二,美国生物制药企业Alzamend Neuro成功登陆纳斯达克交易所,首日开盘后涨幅最高触及571%后回落。最终ALZN收涨170%,报13.50美元,对标市值11亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"UCO":"二倍做多彭博原油ETF","DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF","DDG":"ProShares做空石油与天然气ETF","USO":"美国原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199368394","content_text":"摘要:美股全线收跌,道指跌0.27%;纳指跌0.71%;标普500指数跌0.2%;热门中概股周二收盘普跌;欧洲股市普遍收高;美油大涨1.8%创两年半新高;金价收盘再度下滑0.5%,录得三连跌;美联储会议重磅前瞻:料将开始讨论减码,2023年或首次加息;4月美国最大“债主”日本三个月里首度增持美债,中国持债两连降。\n\n海外市场\n1、美股全线收跌,道指跌近百点!标普500指数创新高后回落\n美股三大指数周二收盘全线下跌,标普500一度创新高,投资者正密切关注美联储即将公布的政策声明,以及美国5月PPI和零售销售数据。截至收盘,道指跌0.27%;纳指跌0.71%;标普500指数跌0.2%。\n知名科技股中苹果跌0.64%;Facebook跌0.01%;亚马逊跌0.02%;微软跌0.59%;谷歌跌0.25%;奈飞跌1.6%;特斯拉跌2.97%。\n2、热门中概股周二收盘普跌\n热门中概股周二收盘普跌,新能源汽车股下跌。\n网易有道跌近6%,BOSS直聘、趣头条、36氪跌超5%,唯品会、斗鱼跌近5%,爱奇艺跌超4%,哔哩哔哩、嘉楠科技跌超3%,欢聚时代、高途跌近3%,虎牙跌2%,阿里巴巴、百度跌近2%,金山云。\n3、欧洲股市普遍收高 泛欧斯托克600指数八日连涨\n投资者等待美联储最新货币政策会议的开始,欧洲股市周二(6月15日)普遍收高。泛欧斯托克600指数小幅收涨0.11%,实现了连续第八个交易日的上涨。法国CAC40指数收盘上涨0.35%;西班牙IBEX35指数收盘下跌0.62%;德国DAX30指数收盘上涨0.36%;英国富时100指数收盘上涨0.36%;欧洲斯托克50指数收盘上0.30%,报4145.13点。\n4、美油大涨1.8%创两年半新高 美原油库存料将连续第五周下降\n因美国是否会在本周末伊朗总统选举前重新加入伊朗核协议心存疑虑,从而令油价找到了支撑。最终,美国WIT期货价格上涨1.8%,报收于每桶72.12美元,创下两年半新高;国际布伦特油价上涨1.6%,报收于每桶73.99美元,也创下两年多新高。\n5、金价收盘再度下滑0.5%,录得三连跌!再创一个多月新低\n黄金期货价格下跌0.5%,报收于每盎司1856.40美元,录得三连跌,因美债收益率和美元汇率均有所上升。\n国际宏观\n1、美联储会议重磅前瞻:料将开始讨论减码,2023年或首次加息\n在本周为期两天的货币政策会议结束之后,美联储预计不会采取任何政策行动,但该行可能会发出信号,暗示其正在考虑采取行动。\n2、4月美国最大“债主”日本三个月里首度增持美债 中国持债两连降\n日本4月所持美国国债增加364亿美元,至1.277万亿美元,中国所持美债减少43亿美元,至1.096万亿美元。当月,外国人自2020年4月以来首次净卖出美国股票,创2019年8月来最大净抛售幅度,美国4月长期资本净流入量也较前值砍半。\n3、美联储双重政策目标均面临风险:通胀失控同时就业风险上升\n美联储既要保证实现充分就业,又要保持物价稳定。而在本周关键议息会议召开之际,美联储双重政策目标都陷入困境:通货膨胀率飙升,而失业率仍然高得令人不安。这是美国多年来首次面临双重风险:过快收紧货币政策会拖累经济,过晚收紧货币政策则会导致通胀上升。\n4、重大突发!欧盟封杀十大巨头,发生了什么?\nG7刚刚告一段落,欧盟就动手了。综合外媒报道,由于违反垄断法,欧盟决定冻结摩根大通、花旗集团、美国银行和巴克莱等10家银行的债券销售资格。据悉,即将出售的债券是8000亿欧元复苏基金的一部分。\n5、盖洛普最新报告:美国工人是世界上压力最大的工人之一\n根据盖洛普(Gallup)最新的全球工作场所状况报告,美国工人是世界上压力最大的员工之一,该报告反映了人们过去一年对工作和生活的感受。\n6、美国物价涨得这么猛 美联储和华尔街为何就是无动于衷?\n在美国通胀问题上,普通民众和华尔街之间存在着巨大的分歧。总得有人对此做出反应。\n7、美联储和大银行正在操控房地产市场?\n美国房地产市场上正在上演奇妙的一幕,专家们通过大量的数据研究发现,联储和美国的大银行们似乎正在操控着房地产市场。主流媒体宣称,房地产市场之所以陷入一片混乱,主要是因为需求极端旺盛,但是专家们却还要做更深入的挖掘。\n8、美欧“空客波音”之争休战,CNN抢着解读:双方都试图抗衡中国\n美国有线电视新闻网(CNN)15日消息,几名美国官员当日证实,美欧双方在布鲁塞尔举行的峰会上决定休战,即暂停因各自对空客和波音公司的政府补贴而引起的贸易争端。\n9、比特币大跌后,市场看法如何?美银调查:超8成基金经理人视其为泡沫\n尽管比特币价格近期大幅下跌,但在基金经理人们眼里,他们还是并不相信现在已经到了该要大举买入这种世界最大加密货币的时候。\n10、1710亿美元!今年以来美股IPO再创新高,已超去年全年\n在华尔街,破纪录的IPO(首次公开招股)上市热潮丝毫没有显示出任何放缓的迹象。\n11、美国5月零售数据总体达到预期 但仍有购物中心企业申请破产保护\n尽管美国5月零售数据表现还算强劲,但是仍有一家大型购物中心业主正在申请破产保护。Washington Prime集团是一家在美国100 多个地点拥有大型购物中心的所有者,近日以与疫情相关的停业为由申请破产保护。\n公司新闻\n1、27.4亿美元!贝佐斯前妻再次大手笔捐款,不到一年已捐85亿美元\n美国当地时间周二,电商巨头亚马逊的亿万富翁创始人及首席执行官杰夫·贝佐斯的前妻、慈善家麦肯齐·斯科特宣布,她又向慈善组织捐赠了27.4亿美元。\n2、满帮集团计划在美国IPO中筹集16亿美元\n满帮集团计划通过在美国的首次公开募股筹集不超过16亿美元。\n3、苏伊士堵船事件已过去三个月了 但宜家等公司还没有收到自己的货\n苏伊士运河堵船事件已经过去一段时间了,但对于被迫忍受旷日持久的法律诉讼、希望追回被扣押集装箱船上价值数亿美元的货物的公司来说,这场危机远未结束。这些货物已被扣押了几个月。\n4、AMC做空者一天内亏损逾5亿美元,巨额收益令苹果特斯拉都望尘莫及\n金融分析公司Ortex的数据显示,本周一做空“MEME股票”之一AMC娱乐的投资者估计损失了约5.12亿美元。当天,这家影院运营商的股价大幅上涨了15%以上。\n5、瑞幸得到中国批准转出资金 达到重组协议的融资要求\n瑞幸咖啡报告称,根据与4.6亿美元0.75%可转换优先票据持有人达成的重组支持协议,该公司已经达到协议规定的融资里程碑。\n6、趣店CEO罗敏:计划全国布局少儿素质教育业务\n趣店CEO罗敏表示,中国课外素质教育行业有着巨大的潜力。据估计,中国目前约有1.6亿0到9岁的孩子,我们预计课外素质教育的普及率以及课外素质教育的家庭支出都将会增长。\n7、甲骨文第四财季营收112亿美元净利润同比增长22%\n据报道,甲骨文今天发布了2021财年第四财季及全年财报。报告显示,甲骨文第四财季总营收为112.27亿美元,与上年同期的104.40亿美元相比增长8%,不计入汇率变动的影响为同比增长4%;净利润为40.33亿美元,与上年同期的31.16亿美元相比增长29%,不计入汇率变动的影响为同比增长22%。\n8、加通贝祥:将特斯拉目标价下调至812美元 因担忧新电池设计\n投行加通贝祥的分析师Jonathan Dorsheimer周一将特斯拉目标价从974美元下调至812美元,下调幅度达17%,仍维持对该股的“买入”评级。\n9、壳牌考虑出售美国最大油田的100亿美元股份 打的是什么牌?\n据知情人士透露,石油巨头荷兰皇家壳牌公司正在审查其在美国最大油田的持有股份,并考虑出售该股份。有不愿透露姓名的消息人士称,会谈是私下进行的,所持股份价值可能高达100亿美元。\n10、生物制药公司Alzamend Neuro上市首日翻倍\n当地时间周二,美国生物制药企业Alzamend Neuro成功登陆纳斯达克交易所,首日开盘后涨幅最高触及571%后回落。最终ALZN收涨170%,报13.50美元,对标市值11亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}