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迈耀司
2021-07-13
$RLX科技(RLX)$
好好的relx怕是和柳家人粘上了,法克
迈耀司
2021-06-08
搞这么暗,故意让人看不清吗
社保基金“海外神枪手”曝光:只有你想不到,没有它请不到
迈耀司
2021-04-26
$RLX科技(RLX)$
南下资金是大陆流入香港市场的资金。大陆资金都必须是要有政治觉悟的。他们的行为也代表他们知道当局的态度。客户完了,工厂也要完。所以,淦吧
迈耀司
2021-04-26
$RLX科技(RLX)$
南下资金都在买思摩尔国际南下资金是大陆流入香港的资金,大陆的资金都是要有政治觉悟的,他们的行为代表他们知道当局对电子烟的态度。客户死了,工厂也要死。
迈耀司
2021-04-22
这个新闻和悦刻有啥关系,小编差评
TRADING UPDATE – April 2021
迈耀司
2021-04-17
$Coinbase Global, Inc.(COIN)$
比特币背后最大的庄 是咱第一,比特币是输出无政府主义的,类似早期 输出红色,用于搞乱别人。第二,比特币是很好的统战工具,谁听我的,我让谁暴富。第三,比特币是很好的割韭菜工具,涨跌随机,幅度巨大,而且国内明文禁止却不打击。耐人寻味。第四,国内清洁的过剩能源的消耗者,造福偏远区域。比特币的玩法,逢低存。不卖。绝不杠杆炒。
迈耀司
2021-04-01
$特斯拉(TSLA)$
有多少人知道,特斯拉的盈利,不是靠卖车,而是靠卖碳排放减免额的东西。有没有空中楼阁的感觉[笑哭]
迈耀司
2021-04-01
$小米集团-W(01810)$
关于是否看好小米造车,我的观点是看好。不知道大家是否注意到雷军的“全国工商联副主席”的头衔。这个头衔的含金量是很高的。有政治觉悟,自己人。家国一体,也就意味着没有jack马那样的风险。也意味着倾斜和照顾,比如给华为的支付牌照,先给了小米。在整顿新能源车市场的时候,准许其造新能源车,本身就是支持了。新能源车是未来中国确定性最大的事,除非特斯拉不会对国内诸如蔚来等造成太多压制,否则,一定会出现外资品牌为国内让路的情况。比如拦住google发展了百度,拦住三星发展了华为小米。以后就看特斯拉是否会想苹果那样听话,把价格加起来,让国产安卓机有机会买到五六千。所以特斯拉不卖高价,国内厂商没法活得好,特别是走性价比路线的小米要入局。说个总结,看好小米造电动车,特斯拉国内售价可能会更贵。
迈耀司
2021-03-31
$海银财富(HYW)$
我就是海银财富出来的,大家有什么想问的,可以留言
迈耀司
2021-03-31
时间错误,维亚康姆是3.23日周二宣布增发的
一文读懂Bill Hwang如何让华尔街感到恐惧
迈耀司
2021-03-29
$跟谁学(GSX)$
$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。
迈耀司
2021-03-29
$RLX科技(RLX)$
3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。
迈耀司
2021-03-28
$RLX科技(RLX)$
想爆掉BILL HWANG基金的人知道他有RELX都持仓这个人和上周一的电子烟监管有没有关系呢听听大家意见这个人可能是谁呢?高盛还是摩根?
迈耀司
2021-03-28
$RLX科技(RLX)$
相信大家都知道bill hwang了 我怀疑 有人想吃这个哥的尸体,发现他的持仓里有relx 于是动用通天的关系,让咱上周一出那个电子烟监管,然后想爆掉这老哥的relx的仓位,这老哥就要卖其他票来补保证金,但relx的继续下跌,包括周五财报日出来继续跌,才让他在无回天之力,然后是基金彻底爆掉,其他股票断崖下跌。
迈耀司
2021-03-27
$RLX科技(RLX)$
为什么财报周五都公布了,软件上的财务数据不更新呢,只有2019的数据,相应的市盈率也没变化,懂的人给解答下嘛
迈耀司
2021-03-24
$RLX科技(RLX)$
如果relx出品不含有尼古丁的烟弹,是不是可以理解为另一种形式的口香糖,咖啡或者奶茶呢?如果加入胖大海等中草药,是不是就变成了喉糖呢?只在含有尼古丁的部分征税就好啦。一刀切掉一个新行业,打击那么多制造领域,流通领域的就业实在是因小失大。本人多头
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href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>好好的relx怕是和柳家人粘上了,法克","text":"$RLX科技(RLX)$好好的relx怕是和柳家人粘上了,法克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142629082","isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117808486,"gmtCreate":1623127149945,"gmtModify":1623127149945,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"搞这么暗,故意让人看不清吗","listText":"搞这么暗,故意让人看不清吗","text":"搞这么暗,故意让人看不清吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117808486","repostId":"1141795259","repostType":4,"repost":{"id":"1141795259","pubTimestamp":1623119073,"share":"https://www.laohu8.com/m/news/1141795259?lang=&edition=full","pubTime":"2021-06-08 10:24","market":"sh","language":"zh","title":"社保基金“海外神枪手”曝光:只有你想不到,没有它请不到","url":"https://stock-news.laohu8.com/highlight/detail?id=1141795259","media":"资事堂","summary":"万亿社保基金的“海外神枪手”名单曝光!据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。对比上一轮受","content":"<p>万亿社保基金的“海外神枪手”名单曝光!</p><p>据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。</p><p>去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。</p><p>对比上一轮受托机构名单,社保基金海外投资版图扩张,对投资策略亦有更细分的需求。</p><p>资事堂从最新名单中,试图一探社保基金的海外投资矩阵。</p><p><b>01、海外投资有多大规模?</b></p><p>截至目前,社保基金还未披露2020年的运作报告。</p><p>但从2019年的运作报告可以发现,社保基金的海外投资有非常专业而成体系的布局。</p><p>有一个背景需要交代:社保基金内部有直投团队,亦有将旗下资产“外包”给境内外的机构进行委托管理。</p><p>上述模式在全球主权财富基金中是惯常作法,特别是投向母国以外地区市场,通常会聘用本地化机构进行委托管理。</p><p>截至2019年末,社保基金资产总额2.63万亿元。其中:直接投资资产1.04万亿元,占社保基金资产总额的39.60%;委托投资资产1.59万亿元,占社保基金资产总额的60.40%。</p><p><b>报告期末,社保基金境外投资资产2616.97亿元,占社保基金资产总额的9.96%。</b></p><p>从上述年报数据中,可以看出境外投资比例近10%。</p><p>投资范围包括哪些呢?</p><p>年报披露:经批准的境外投资范围包括银行存款、银行票据、大额可转让存单等货币市场产品、债券、股票、证券投资基金,以及用于风险管理的掉期、远期等衍生金融工具等。</p><p>值得注意的是,年报还提出“<b>加强境外市场跟踪研究,优化境外投资结构,丰富境外债券投资策略。</b>”</p><p><b>02、前后四次选聘海外机构</b></p><p>据公开报道,社保基金曾有过四次公开选聘海外管理人,分别是2006年、2008年、2012年和2020年。</p><p>2020年三季度,社保基金公开选聘境外投资管理人的条件,委托的资金均采用股票型策略,分别为全球责任投资、日本股票主动管理和全球科技股票主动策略。</p><p>具体要求包括:财务稳健,资信良好;经营资产管理业务达6年以上,管理的资产不少于50亿美元;从业人员符合所在国家或者地区的有关从业资格要求;有健全的治理结构和完善的内控制度;过去3年未受到所在国家或者地区监管机构的重大处罚等。</p><p>据社保基金官网,2012年曾选出12家全球管理人,涉及多资产类别配置型产品、新兴市场本币债产品、自然资源股票产品、全球不动产股票产品等。</p><p>追溯到2012年之前的委托情况,还涉及其他策略包括:中国海外股票积极型、中国香港股票积极型、亚太(日本除外)的股票积极型、新兴市场股票积极型、欧洲股票积极型、全球股票积极型、美国股票指数增强型、全球债券积极型以及外汇现金管理。</p><p>一定程度上,每次选聘会增加一些策略需求。2020年的选聘增加了对ESG责任投资、日本股市阿尔法以及全球科技股的挖掘需求。</p><p><b>03、37位“海外神枪手”</b></p><p>如下图所示,总计37家海外买方成为社保基金的境外委托管理机构。</p><p><img src=\"https://static.tigerbbs.com/d43885330ffccc0acf79c52d1673503b\" tg-width=\"830\" tg-height=\"716\"><img src=\"https://static.tigerbbs.com/5dad94698285c54e2234ffd25f99e68f\" tg-width=\"833\" tg-height=\"531\"></p><p>其中,不乏多个大牌机构,比如PIMCO、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、施罗德、路博迈、道富环球、普信资产等机构。</p><p>还包括中国本土成立的机构,包括博时基金、大成基金及其香港子公司、汇添富基金及其香港子公司。</p><p>值得注意的是,社保基金还委托了一只“联合作战团队”,即<a href=\"https://laohu8.com/S/UBS\">瑞银</a>资管和<a href=\"https://laohu8.com/S/601995\">中金公司</a>组成的联合投资团队。</p><p>上图中多个机构曾经承担中国海外股票的投资。</p><p>据悉,施罗德投资、博时基金、霸菱资产 (Baring)在2008年起曾担任中国海外股票积极型产品投资管理人。</p><p>除了上文提及的对二级市场股票、债券资产的投资,社保基金也对另类资产有浓厚兴趣。</p><p>受托名单中,AEW资本管理公司、AMP安保资本以及欧洲投资者投资管理公司是不动产投资的巨头,2012年起就成为社保的受托机构。</p><p>其中,AEW资本管理公司核心投资策略包括在所有主要大都市市场的主要房地产领域(办公室、工业、零售、多户住宅)的房地产投资;AMP安保资本是全球十大基础设施投资者之一,也是亚太地区最大的直接房地产基金管理公司之一。</p><p>社保基金的委托名单中,还有多家机构的股票投资量化色彩浓厚。</p><p>资料显示,安盛罗森堡投资官网称:自1985年以来,该公司一直是量化投资的代名词。我们是最初的量化初创公司之一,也是最早开发高级基本数据模型以分析数百万个数据点以识别投资机会的公司之一。</p><p>骏利英达资产管理有限公司也强调,自身采用基于数学方程的独特定量方法,数学方程基于对实际价格变动的观察,而不是对公司未来业绩的主观预测。</p><p>值得注意的是,社保基金还挖掘了“隐形冠军”,这类投资机构创造了很多细分主题策略。</p><p>Newton投资管理公司就是一例。</p><p>该机构的投资逻辑为相信某些关键因素将有助于塑造未来几年的投资格局,据此创设了九大投资主题策略:净效应、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>革命、地球问题、金融化、国家干预、中国影响力、消费者力量、人口动态和健康需求。</p><p>该机构称:上市主题包括技术变革带来的破坏、消费者力量的增强、气候变化的影响以及中国影响,预示着可能会持续一段时间的长期结构性趋势。</p><p>这家机构进一步指出:投资主题促进我们自上而下和自下而上的创意产生过程。帮助塑造我们的投资前景和定位方面发挥着重要作用。在投资过程中采用主题不仅提醒我们潜在的机会,而且有助于突出可能的风险。</p>","source":"lsy1568174316590","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n社保基金“海外神枪手”曝光:只有你想不到,没有它请不到\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 10:24 北京时间 <a href=https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>万亿社保基金的“海外神枪手”名单曝光!据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。对比上一轮受托机构名单,社保基金海外投资版图扩张,对投资策略亦有更细分的需求。资事堂从最新名单中,试图一探社保基金的海外投资矩阵。01、海外投资有多大规模?截至目前,社保基金还未披露2020年的运作报告。但从...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e39b7494f3eb57460a89ef906965a348","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141795259","content_text":"万亿社保基金的“海外神枪手”名单曝光!据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。对比上一轮受托机构名单,社保基金海外投资版图扩张,对投资策略亦有更细分的需求。资事堂从最新名单中,试图一探社保基金的海外投资矩阵。01、海外投资有多大规模?截至目前,社保基金还未披露2020年的运作报告。但从2019年的运作报告可以发现,社保基金的海外投资有非常专业而成体系的布局。有一个背景需要交代:社保基金内部有直投团队,亦有将旗下资产“外包”给境内外的机构进行委托管理。上述模式在全球主权财富基金中是惯常作法,特别是投向母国以外地区市场,通常会聘用本地化机构进行委托管理。截至2019年末,社保基金资产总额2.63万亿元。其中:直接投资资产1.04万亿元,占社保基金资产总额的39.60%;委托投资资产1.59万亿元,占社保基金资产总额的60.40%。报告期末,社保基金境外投资资产2616.97亿元,占社保基金资产总额的9.96%。从上述年报数据中,可以看出境外投资比例近10%。投资范围包括哪些呢?年报披露:经批准的境外投资范围包括银行存款、银行票据、大额可转让存单等货币市场产品、债券、股票、证券投资基金,以及用于风险管理的掉期、远期等衍生金融工具等。值得注意的是,年报还提出“加强境外市场跟踪研究,优化境外投资结构,丰富境外债券投资策略。”02、前后四次选聘海外机构据公开报道,社保基金曾有过四次公开选聘海外管理人,分别是2006年、2008年、2012年和2020年。2020年三季度,社保基金公开选聘境外投资管理人的条件,委托的资金均采用股票型策略,分别为全球责任投资、日本股票主动管理和全球科技股票主动策略。具体要求包括:财务稳健,资信良好;经营资产管理业务达6年以上,管理的资产不少于50亿美元;从业人员符合所在国家或者地区的有关从业资格要求;有健全的治理结构和完善的内控制度;过去3年未受到所在国家或者地区监管机构的重大处罚等。据社保基金官网,2012年曾选出12家全球管理人,涉及多资产类别配置型产品、新兴市场本币债产品、自然资源股票产品、全球不动产股票产品等。追溯到2012年之前的委托情况,还涉及其他策略包括:中国海外股票积极型、中国香港股票积极型、亚太(日本除外)的股票积极型、新兴市场股票积极型、欧洲股票积极型、全球股票积极型、美国股票指数增强型、全球债券积极型以及外汇现金管理。一定程度上,每次选聘会增加一些策略需求。2020年的选聘增加了对ESG责任投资、日本股市阿尔法以及全球科技股的挖掘需求。03、37位“海外神枪手”如下图所示,总计37家海外买方成为社保基金的境外委托管理机构。其中,不乏多个大牌机构,比如PIMCO、贝莱德、施罗德、路博迈、道富环球、普信资产等机构。还包括中国本土成立的机构,包括博时基金、大成基金及其香港子公司、汇添富基金及其香港子公司。值得注意的是,社保基金还委托了一只“联合作战团队”,即瑞银资管和中金公司组成的联合投资团队。上图中多个机构曾经承担中国海外股票的投资。据悉,施罗德投资、博时基金、霸菱资产 (Baring)在2008年起曾担任中国海外股票积极型产品投资管理人。除了上文提及的对二级市场股票、债券资产的投资,社保基金也对另类资产有浓厚兴趣。受托名单中,AEW资本管理公司、AMP安保资本以及欧洲投资者投资管理公司是不动产投资的巨头,2012年起就成为社保的受托机构。其中,AEW资本管理公司核心投资策略包括在所有主要大都市市场的主要房地产领域(办公室、工业、零售、多户住宅)的房地产投资;AMP安保资本是全球十大基础设施投资者之一,也是亚太地区最大的直接房地产基金管理公司之一。社保基金的委托名单中,还有多家机构的股票投资量化色彩浓厚。资料显示,安盛罗森堡投资官网称:自1985年以来,该公司一直是量化投资的代名词。我们是最初的量化初创公司之一,也是最早开发高级基本数据模型以分析数百万个数据点以识别投资机会的公司之一。骏利英达资产管理有限公司也强调,自身采用基于数学方程的独特定量方法,数学方程基于对实际价格变动的观察,而不是对公司未来业绩的主观预测。值得注意的是,社保基金还挖掘了“隐形冠军”,这类投资机构创造了很多细分主题策略。Newton投资管理公司就是一例。该机构的投资逻辑为相信某些关键因素将有助于塑造未来几年的投资格局,据此创设了九大投资主题策略:净效应、智能革命、地球问题、金融化、国家干预、中国影响力、消费者力量、人口动态和健康需求。该机构称:上市主题包括技术变革带来的破坏、消费者力量的增强、气候变化的影响以及中国影响,预示着可能会持续一段时间的长期结构性趋势。这家机构进一步指出:投资主题促进我们自上而下和自下而上的创意产生过程。帮助塑造我们的投资前景和定位方面发挥着重要作用。在投资过程中采用主题不仅提醒我们潜在的机会,而且有助于突出可能的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374077667,"gmtCreate":1619405377759,"gmtModify":1619405377759,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>南下资金是大陆流入香港市场的资金。大陆资金都必须是要有政治觉悟的。他们的行为也代表他们知道当局的态度。客户完了,工厂也要完。所以,淦吧","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>南下资金是大陆流入香港市场的资金。大陆资金都必须是要有政治觉悟的。他们的行为也代表他们知道当局的态度。客户完了,工厂也要完。所以,淦吧","text":"$RLX科技(RLX)$南下资金是大陆流入香港市场的资金。大陆资金都必须是要有政治觉悟的。他们的行为也代表他们知道当局的态度。客户完了,工厂也要完。所以,淦吧","images":[{"img":"https://static.tigerbbs.com/48b30efabefade387a219ad46ee6b331","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374077667","isVote":1,"tweetType":1,"viewCount":3595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":374073443,"gmtCreate":1619404957082,"gmtModify":1619404957082,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>南下资金都在买思摩尔国际南下资金是大陆流入香港的资金,大陆的资金都是要有政治觉悟的,他们的行为代表他们知道当局对电子烟的态度。客户死了,工厂也要死。","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>南下资金都在买思摩尔国际南下资金是大陆流入香港的资金,大陆的资金都是要有政治觉悟的,他们的行为代表他们知道当局对电子烟的态度。客户死了,工厂也要死。","text":"$RLX科技(RLX)$南下资金都在买思摩尔国际南下资金是大陆流入香港的资金,大陆的资金都是要有政治觉悟的,他们的行为代表他们知道当局对电子烟的态度。客户死了,工厂也要死。","images":[{"img":"https://static.tigerbbs.com/48b30efabefade387a219ad46ee6b331","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/374073443","isVote":1,"tweetType":1,"viewCount":5040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3524801166871082","authorId":"3524801166871082","name":"SupriseMe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3524801166871082","authorIdStr":"3524801166871082"},"content":"中国是最大的电子烟代工厂,代工厂生产可以卖出口换外汇,但是这并不能说明当局对国内电子烟的态度。国内市场跟整个国际市场比,国际更大。思摩尔的逻辑在于,哪怕国内管控严格导致电子烟销量下滑,但是有国际市场支撑。只要不是全球严控电子烟,他就有市场,有利润,有增长!","text":"中国是最大的电子烟代工厂,代工厂生产可以卖出口换外汇,但是这并不能说明当局对国内电子烟的态度。国内市场跟整个国际市场比,国际更大。思摩尔的逻辑在于,哪怕国内管控严格导致电子烟销量下滑,但是有国际市场支撑。只要不是全球严控电子烟,他就有市场,有利润,有增长!","html":"中国是最大的电子烟代工厂,代工厂生产可以卖出口换外汇,但是这并不能说明当局对国内电子烟的态度。国内市场跟整个国际市场比,国际更大。思摩尔的逻辑在于,哪怕国内管控严格导致电子烟销量下滑,但是有国际市场支撑。只要不是全球严控电子烟,他就有市场,有利润,有增长!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376912979,"gmtCreate":1619079504691,"gmtModify":1619079504691,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"这个新闻和悦刻有啥关系,小编差评","listText":"这个新闻和悦刻有啥关系,小编差评","text":"这个新闻和悦刻有啥关系,小编差评","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376912979","repostId":"2129807982","repostType":2,"repost":{"id":"2129807982","pubTimestamp":1619071200,"share":"https://www.laohu8.com/m/news/2129807982?lang=&edition=full","pubTime":"2021-04-22 14:00","market":"us","language":"en","title":"TRADING UPDATE – April 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2129807982","media":"StreetInsider","summary":"AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n\n7.00am BST\n22 April 2021\n\nRELX, the global provider o","content":"<html><body><div>\n<p> AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n</p><p>\n<span>7.00am BST\n</span><span></span><span>22 April 2021</span>\n</p><p>\n<b>RELX, the global provider of information-based analytics and decision tools, has issued the following update on trading ahead of its Annual General Meeting, reaffirming the outlook for the full year.</b>\n</p><table cellspacing=\"0\">\n<tr>\n<td colspan=\"1\" rowspan=\"1\"><p>\n<b>Highlights</b>\n</p>\n<ul>\n<li>\nOur three largest business areas, STM, Risk and Legal, which together accounted for 95% of revenue in 2020, have started the year well.\n</li>\n<li>\nExhibitions, which accounted for 5% of revenue in 2020, has continued to be impacted significantly by the Covid-19 pandemic.\n</li>\n</ul>\n<p>\n<b>Full year outlook</b>\n</p>\n<ul>\n<li>\nWe continue to expect each of our three largest business areas, STM, Risk and Legal, to deliver another year of underlying revenue and adjusted operating profit growth in 2021, similar to pre-Covid-19 trends. The timing and pace of recovery in Exhibitions remains uncertain.\n</li>\n</ul>\n</td>\n</tr>\n</table><p>\n<b>Scientific, Technical & Medical (38% of 2020 revenue)</b>\n</p><ul>\n<li>\nElectronic revenue, which represents around 85% of the divisional total, has continued to grow well. Print revenues have stabilised following the Covid-19 related disruption in the first half of 2020.\n</li>\n<li>\nTrends in our customer environment continue to vary somewhat by segment. In Primary Research we have continued to see strong growth in article submissions. Open access revenues are continuing to grow very strongly across geographies. Databases & tools and e-reference have started the year well.\n</li>\n<li>\n<b>Full year outlook:</b> We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth slightly exceeding underlying revenue growth.\n</li>\n</ul><p>\n<b>Risk (34% of 2020 revenue)</b>\n</p><ul>\n<li>\nTransactional revenue, which represents around 60% of the divisional total, has seen good growth rates at the start of the year stepping up further from mid-March as we begin to lap last year’s Covid-19 related disruption. Subscription revenue, which represents around 40% of the divisional total, has remained resilient overall, albeit with some impact from delays in customer product implementations last year.\n</li>\n<li>\nIn Business Services, demand for fraud prevention and identity products continues to grow strongly, with the digital identity segment growing particularly well. Insurance market activity is now showing strong growth against the disrupted comparative period of the prior year. End customer markets for Data Services show varying dynamics, while Government continues to grow strongly.\n</li>\n<li>\n<b>Full year outlook:</b> We expect a year of strong underlying revenue growth, with the fundamentals of the majority of our customer markets in line with, or slightly ahead of, pre-Covid-19 trends. We expect underlying adjusted operating profit growth to broadly match underlying revenue growth.\n</li>\n</ul><p>\n<b>Legal (23% of 2020 revenue)</b>\n</p><ul>\n<li>\nElectronic revenue, which represents around 85% of the divisional total, has continued to see good growth. The rate of print revenue decline has moderated somewhat following steeper than historical declines in 2020 due to Covid-19 related disruption.\n</li>\n<li>\nTrends in our major customer markets are stable, with good demand for our market leading legal analytics and continued roll-out of integrated functionality across our solutions.\n</li>\n<li>\n<b>Full year outlook:</b> We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth exceeding underlying revenue growth.\n</li>\n</ul><p>\n<b>Exhibitions (5% of 2020 revenue)</b>\n</p><ul>\n<li>\nExhibitions continues to be significantly impacted by Covid-19. So far this year we have held 56 physical events, primarily in Japan and China, with <a href=\"https://laohu8.com/S/AONE\">one</a> held in the US in March. Government restrictions have prevented most events from taking place in Europe and the Americas, and have constrained the scale of many events elsewhere. We have continued to develop and launch a range of new digital initiatives in support of our customers and event brands.\n</li>\n<li>\n<b>Full year outlook:</b> The evolving Covid-19 pandemic will continue to impact our ability to hold physical events, making the outlook for the year uncertain.\n</li>\n</ul><p>\n<i>Underlying growth rates are calculated at constant currencies, excluding the results of acquisitions until twelve months after purchase, and excluding the results of disposals and assets held for sale. Underlying revenue growth rates also exclude exhibition cycling, and timing effects. </i>\n</p><p>\n-ENDS-\n</p><p>\n<b>Disclaimer regarding forward-looking statements\n</b>This announcement contains forward‐looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX <a href=\"https://laohu8.com/S/PLC\">PLC</a> (together with its subsidiaries, “RELX”, “we” or “our”) to differ materially from those expressed in any forward‐looking statement. We consider any statements that are not historical facts to be “forward‐looking statements”. The terms “outlook”, “estimate”, “forecast”, “project”, “plan”, “intend”, “expect”, “should”, “will”, “believe”, “trends” and similar expressions may indicate a forward‐looking statement. Important factors that could cause actual results or outcomes to differ materially from estimates or forecasts contained in the forward‐looking statements include, among others: current and future economic, political and market forces; the impact of the Covid‐19 pandemic as well as other pandemics or epidemics; changes in law and legal interpretations affecting RELX intellectual property rights and internet communications; regulatory and other changes regarding the collection, transfer or use of third‐party content and data; changes in the payment model for our products; demand for RELX products and services; competitive factors in the industries in which RELX operates; ability to realise the future anticipated benefits of acquisitions; significant failure or interruption of our systems; exhibitors’ and attendees’ ability and desire to attend face‐to‐face events and availability of event venues; compromises of our data security systems or other unauthorised access to our databases; legislative, fiscal, tax and regulatory developments and political risks; exchange rate fluctuations; and other risks referenced from time to time in the filings of RELX PLC with the US Securities and Exchange Commission (SEC). You should not place undue reliance on these forward‐looking statements, which speak only as of the date of this announcement. Except as may be required by law, we undertake no obligation to publicly update or release any revisions to these forward‐looking statements to reflect events or circumstances after the date of this announcement or to reflect the occurrence of unanticipated events.\n</p><p>\n<b>Notes for Editors </b>\n</p><p>\n<b>About RELX </b>\n</p><p>\nRELX is a global provider of information-based analytics and decision tools for professional and business customers. The Group serves customers in more than 180 countries and has offices in about 40 countries. It employs more than 33,000 people of whom almost half are in North America. The shares of RELX PLC, the parent company, are traded on the London, Amsterdam and New York stock exchanges using the following ticker symbols: London: REL; Amsterdam: REN; New York: RELX. The market capitalisation is approximately £37bn/€43bn/$52bn.\n</p><p><img src=\"https://cts.businesswire.com/ct/CT?id=bwnews&sty=20210421005904r1&sid=acqr8&distro=nx&lang=en\"/><span></span></p><p><span>View source version on businesswire.com: </span><span>https://www.businesswire.com/news/home/20210421005904/en/</span></p>\n<p>\n<b>ENQUIRIES:\n</b><b>Colin Tennant (Investors)\n</b>+44 (0)20 7166 5751\n</p><p>\n<b>Paul Abrahams (Media)\n</b>+44 (0)20 7166 5724\n</p>\n<p>Source: RELX NV</p> </div></body></html>","source":"highlight_streetinsider","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>TRADING UPDATE – April 2021</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\">\nTRADING UPDATE – April 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 14:00 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18292843><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n\n7.00am BST\n22 April 2021\n\nRELX, the global provider of information-based analytics and decision tools, has issued the following update on trading ahead ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18292843\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18292843","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129807982","content_text":"AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n\n7.00am BST\n22 April 2021\n\nRELX, the global provider of information-based analytics and decision tools, has issued the following update on trading ahead of its Annual General Meeting, reaffirming the outlook for the full year.\n\n\n\nHighlights\n\n\n\nOur three largest business areas, STM, Risk and Legal, which together accounted for 95% of revenue in 2020, have started the year well.\n\n\nExhibitions, which accounted for 5% of revenue in 2020, has continued to be impacted significantly by the Covid-19 pandemic.\n\n\n\nFull year outlook\n\n\n\nWe continue to expect each of our three largest business areas, STM, Risk and Legal, to deliver another year of underlying revenue and adjusted operating profit growth in 2021, similar to pre-Covid-19 trends. The timing and pace of recovery in Exhibitions remains uncertain.\n\n\n\n\n\nScientific, Technical & Medical (38% of 2020 revenue)\n\n\nElectronic revenue, which represents around 85% of the divisional total, has continued to grow well. Print revenues have stabilised following the Covid-19 related disruption in the first half of 2020.\n\n\nTrends in our customer environment continue to vary somewhat by segment. In Primary Research we have continued to see strong growth in article submissions. Open access revenues are continuing to grow very strongly across geographies. Databases & tools and e-reference have started the year well.\n\n\nFull year outlook: We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth slightly exceeding underlying revenue growth.\n\n\nRisk (34% of 2020 revenue)\n\n\nTransactional revenue, which represents around 60% of the divisional total, has seen good growth rates at the start of the year stepping up further from mid-March as we begin to lap last year’s Covid-19 related disruption. Subscription revenue, which represents around 40% of the divisional total, has remained resilient overall, albeit with some impact from delays in customer product implementations last year.\n\n\nIn Business Services, demand for fraud prevention and identity products continues to grow strongly, with the digital identity segment growing particularly well. Insurance market activity is now showing strong growth against the disrupted comparative period of the prior year. End customer markets for Data Services show varying dynamics, while Government continues to grow strongly.\n\n\nFull year outlook: We expect a year of strong underlying revenue growth, with the fundamentals of the majority of our customer markets in line with, or slightly ahead of, pre-Covid-19 trends. We expect underlying adjusted operating profit growth to broadly match underlying revenue growth.\n\n\nLegal (23% of 2020 revenue)\n\n\nElectronic revenue, which represents around 85% of the divisional total, has continued to see good growth. The rate of print revenue decline has moderated somewhat following steeper than historical declines in 2020 due to Covid-19 related disruption.\n\n\nTrends in our major customer markets are stable, with good demand for our market leading legal analytics and continued roll-out of integrated functionality across our solutions.\n\n\nFull year outlook: We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth exceeding underlying revenue growth.\n\n\nExhibitions (5% of 2020 revenue)\n\n\nExhibitions continues to be significantly impacted by Covid-19. So far this year we have held 56 physical events, primarily in Japan and China, with one held in the US in March. Government restrictions have prevented most events from taking place in Europe and the Americas, and have constrained the scale of many events elsewhere. We have continued to develop and launch a range of new digital initiatives in support of our customers and event brands.\n\n\nFull year outlook: The evolving Covid-19 pandemic will continue to impact our ability to hold physical events, making the outlook for the year uncertain.\n\n\nUnderlying growth rates are calculated at constant currencies, excluding the results of acquisitions until twelve months after purchase, and excluding the results of disposals and assets held for sale. Underlying revenue growth rates also exclude exhibition cycling, and timing effects. \n\n-ENDS-\n\nDisclaimer regarding forward-looking statements\nThis announcement contains forward‐looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX PLC (together with its subsidiaries, “RELX”, “we” or “our”) to differ materially from those expressed in any forward‐looking statement. We consider any statements that are not historical facts to be “forward‐looking statements”. The terms “outlook”, “estimate”, “forecast”, “project”, “plan”, “intend”, “expect”, “should”, “will”, “believe”, “trends” and similar expressions may indicate a forward‐looking statement. Important factors that could cause actual results or outcomes to differ materially from estimates or forecasts contained in the forward‐looking statements include, among others: current and future economic, political and market forces; the impact of the Covid‐19 pandemic as well as other pandemics or epidemics; changes in law and legal interpretations affecting RELX intellectual property rights and internet communications; regulatory and other changes regarding the collection, transfer or use of third‐party content and data; changes in the payment model for our products; demand for RELX products and services; competitive factors in the industries in which RELX operates; ability to realise the future anticipated benefits of acquisitions; significant failure or interruption of our systems; exhibitors’ and attendees’ ability and desire to attend face‐to‐face events and availability of event venues; compromises of our data security systems or other unauthorised access to our databases; legislative, fiscal, tax and regulatory developments and political risks; exchange rate fluctuations; and other risks referenced from time to time in the filings of RELX PLC with the US Securities and Exchange Commission (SEC). You should not place undue reliance on these forward‐looking statements, which speak only as of the date of this announcement. Except as may be required by law, we undertake no obligation to publicly update or release any revisions to these forward‐looking statements to reflect events or circumstances after the date of this announcement or to reflect the occurrence of unanticipated events.\n\nNotes for Editors \n\nAbout RELX \n\nRELX is a global provider of information-based analytics and decision tools for professional and business customers. The Group serves customers in more than 180 countries and has offices in about 40 countries. It employs more than 33,000 people of whom almost half are in North America. The shares of RELX PLC, the parent company, are traded on the London, Amsterdam and New York stock exchanges using the following ticker symbols: London: REL; Amsterdam: REN; New York: RELX. The market capitalisation is approximately £37bn/€43bn/$52bn.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210421005904/en/\n\nENQUIRIES:\nColin Tennant (Investors)\n+44 (0)20 7166 5751\n\nPaul Abrahams (Media)\n+44 (0)20 7166 5724\n\nSource: RELX NV","news_type":1},"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379901999,"gmtCreate":1618647009411,"gmtModify":1618649432906,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>比特币背后最大的庄 是咱第一,比特币是输出无政府主义的,类似早期 输出红色,用于搞乱别人。第二,比特币是很好的统战工具,谁听我的,我让谁暴富。第三,比特币是很好的割韭菜工具,涨跌随机,幅度巨大,而且国内明文禁止却不打击。耐人寻味。第四,国内清洁的过剩能源的消耗者,造福偏远区域。比特币的玩法,逢低存。不卖。绝不杠杆炒。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>比特币背后最大的庄 是咱第一,比特币是输出无政府主义的,类似早期 输出红色,用于搞乱别人。第二,比特币是很好的统战工具,谁听我的,我让谁暴富。第三,比特币是很好的割韭菜工具,涨跌随机,幅度巨大,而且国内明文禁止却不打击。耐人寻味。第四,国内清洁的过剩能源的消耗者,造福偏远区域。比特币的玩法,逢低存。不卖。绝不杠杆炒。","text":"$Coinbase Global, Inc.(COIN)$比特币背后最大的庄 是咱第一,比特币是输出无政府主义的,类似早期 输出红色,用于搞乱别人。第二,比特币是很好的统战工具,谁听我的,我让谁暴富。第三,比特币是很好的割韭菜工具,涨跌随机,幅度巨大,而且国内明文禁止却不打击。耐人寻味。第四,国内清洁的过剩能源的消耗者,造福偏远区域。比特币的玩法,逢低存。不卖。绝不杠杆炒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/379901999","isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554739777526255","authorId":"3554739777526255","name":"王大帅918","avatar":"https://static.tigerbbs.com/c36805f5725459ee6496bce406794937","crmLevel":1,"crmLevelSwitch":0,"idStr":"3554739777526255","authorIdStr":"3554739777526255"},"content":"造福偏远地区这个我是真没想到啊哈哈哈哈","text":"造福偏远地区这个我是真没想到啊哈哈哈哈","html":"造福偏远地区这个我是真没想到啊哈哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357125014,"gmtCreate":1617248844738,"gmtModify":1617248844738,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>有多少人知道,特斯拉的盈利,不是靠卖车,而是靠卖碳排放减免额的东西。有没有空中楼阁的感觉[笑哭] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>有多少人知道,特斯拉的盈利,不是靠卖车,而是靠卖碳排放减免额的东西。有没有空中楼阁的感觉[笑哭] ","text":"$特斯拉(TSLA)$有多少人知道,特斯拉的盈利,不是靠卖车,而是靠卖碳排放减免额的东西。有没有空中楼阁的感觉[笑哭]","images":[{"img":"https://static.tigerbbs.com/c7490549ee087fd28a74ef8d590d16dd","width":"1284","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/357125014","isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491108062046386","authorId":"3491108062046386","name":"李才是麻瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3491108062046386","authorIdStr":"3491108062046386"},"content":"卖碳积分很早之前的事了,现在才了解到吗","text":"卖碳积分很早之前的事了,现在才了解到吗","html":"卖碳积分很早之前的事了,现在才了解到吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":357376837,"gmtCreate":1617242001229,"gmtModify":1617242001229,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>关于是否看好小米造车,我的观点是看好。不知道大家是否注意到雷军的“全国工商联副主席”的头衔。这个头衔的含金量是很高的。有政治觉悟,自己人。家国一体,也就意味着没有jack马那样的风险。也意味着倾斜和照顾,比如给华为的支付牌照,先给了小米。在整顿新能源车市场的时候,准许其造新能源车,本身就是支持了。新能源车是未来中国确定性最大的事,除非特斯拉不会对国内诸如蔚来等造成太多压制,否则,一定会出现外资品牌为国内让路的情况。比如拦住google发展了百度,拦住三星发展了华为小米。以后就看特斯拉是否会想苹果那样听话,把价格加起来,让国产安卓机有机会买到五六千。所以特斯拉不卖高价,国内厂商没法活得好,特别是走性价比路线的小米要入局。说个总结,看好小米造电动车,特斯拉国内售价可能会更贵。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>关于是否看好小米造车,我的观点是看好。不知道大家是否注意到雷军的“全国工商联副主席”的头衔。这个头衔的含金量是很高的。有政治觉悟,自己人。家国一体,也就意味着没有jack马那样的风险。也意味着倾斜和照顾,比如给华为的支付牌照,先给了小米。在整顿新能源车市场的时候,准许其造新能源车,本身就是支持了。新能源车是未来中国确定性最大的事,除非特斯拉不会对国内诸如蔚来等造成太多压制,否则,一定会出现外资品牌为国内让路的情况。比如拦住google发展了百度,拦住三星发展了华为小米。以后就看特斯拉是否会想苹果那样听话,把价格加起来,让国产安卓机有机会买到五六千。所以特斯拉不卖高价,国内厂商没法活得好,特别是走性价比路线的小米要入局。说个总结,看好小米造电动车,特斯拉国内售价可能会更贵。","text":"$小米集团-W(01810)$关于是否看好小米造车,我的观点是看好。不知道大家是否注意到雷军的“全国工商联副主席”的头衔。这个头衔的含金量是很高的。有政治觉悟,自己人。家国一体,也就意味着没有jack马那样的风险。也意味着倾斜和照顾,比如给华为的支付牌照,先给了小米。在整顿新能源车市场的时候,准许其造新能源车,本身就是支持了。新能源车是未来中国确定性最大的事,除非特斯拉不会对国内诸如蔚来等造成太多压制,否则,一定会出现外资品牌为国内让路的情况。比如拦住google发展了百度,拦住三星发展了华为小米。以后就看特斯拉是否会想苹果那样听话,把价格加起来,让国产安卓机有机会买到五六千。所以特斯拉不卖高价,国内厂商没法活得好,特别是走性价比路线的小米要入局。说个总结,看好小米造电动车,特斯拉国内售价可能会更贵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357376837","isVote":1,"tweetType":1,"viewCount":3042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354254888,"gmtCreate":1617181961444,"gmtModify":1617181961444,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HYW\">$海银财富(HYW)$</a>我就是海银财富出来的,大家有什么想问的,可以留言","listText":"<a href=\"https://laohu8.com/S/HYW\">$海银财富(HYW)$</a>我就是海银财富出来的,大家有什么想问的,可以留言","text":"$海银财富(HYW)$我就是海银财富出来的,大家有什么想问的,可以留言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":16,"repostSize":1,"link":"https://laohu8.com/post/354254888","isVote":1,"tweetType":1,"viewCount":5993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"29631996131364","authorId":"29631996131364","name":"jakie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"29631996131364","authorIdStr":"29631996131364"},"content":"资金出境很难,要想操纵海银财富这个票很难","text":"资金出境很难,要想操纵海银财富这个票很难","html":"资金出境很难,要想操纵海银财富这个票很难"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354151586,"gmtCreate":1617153503745,"gmtModify":1617153503745,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"时间错误,维亚康姆是3.23日周二宣布增发的","listText":"时间错误,维亚康姆是3.23日周二宣布增发的","text":"时间错误,维亚康姆是3.23日周二宣布增发的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354151586","repostId":"1180200125","repostType":4,"repost":{"id":"1180200125","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1617144761,"share":"https://www.laohu8.com/m/news/1180200125?lang=&edition=full","pubTime":"2021-03-31 06:52","market":"us","language":"zh","title":"一文读懂Bill Hwang如何让华尔街感到恐惧","url":"https://stock-news.laohu8.com/highlight/detail?id=1180200125","media":"Wind万得","summary":"投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失","content":"<p>投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失。</p>\n<p>该公司称自己专注于美国、日本、韩国和欧洲等上市公司。交易员说,近几个月来,它在ViacomCBS Inc.和DiscoveryInc.股价的强劲上涨和随后的下跌中发挥了一定作用。</p>\n<p>据熟悉该基金的人士透露,据估计,该基金管理着约100亿美元的自有资金。但得益于从银行获得的杠杆,该公司周四和周五平仓的总头寸接近300亿美元。外界并不知道该公司管理的外部资本。</p>\n<p>Archegos在公司持有大量、集中的头寸,并通过所谓的“总回报互换”(totalreturn swaps)来持有一些头寸。这些合约是由华尔街银行撮合的,允许用户承担股票或其他资产组合的盈亏,并收取一定费用。</p>\n<p>掉期交易允许投资者在预先投入有限资金的情况下建立巨额头寸,本质上是向银行借款。利用掉期交易,Bill Hwang得以保持匿名,据估计,Archegos对多家公司的股票有超过10%的经济风险敞口。持有一家公司证券超过10%的投资者被视为公司内部人士,并受到有关披露和利润的额外监管。</p>\n<p>互换很常见,而且已经存在了很长一段时间。它们也是有争议的。由两位诺贝尔奖得主担任顾问的对冲基金长期资本管理公司(Long Term Capital Management)就使用了掉期交易。沃伦•巴菲特(Warren Buffett)在2003年致投资者的信中提到了互换的风险。</p>\n<p>互换交易允许投资者只预先投入有限的资金,从而扩大对股票的投资规模。当相关投资出现问题时,银行代表投资者出售所持股票。这种抛售强化了股价的下跌,这有助于解释为什么Archegos投资的股票下跌如此之快。</p>\n<p>Hwang的投资策略在最近几周“着火”。其持有的一些公司股价从2月开始大幅上涨, 但在3月中旬股价下跌。据知情人士透露,维亚康姆哥伦比亚广播公司(ViacomCBS) 3月22日宣布出售普通股,这给Archegos带来了进一步的压力。该交易的消息导致该公司股价下跌,加剧了其不断增加的亏损。到那时,该基金已开始出售其在ViacomCBS的部分头寸,试图抵消亏损,这加大了该股的压力。</p>\n<p>但一旦股价开始下跌,和其基金相关的一些银行就开始在市场上出售大量股票,这就是所谓的大宗交易。大宗交易是指出售一家公司的大量股份,这些交易通常以低于当前股价的价格进行,因为大批量交易比小额交易更难找到买家。</p>\n<p>主经济商业务是华尔街银行中为对冲基金提供服务的部门。机构经纪商帮助对冲基金进行交易,并以保证金贷款的形式向它们提供资金。Archegos聘请了至少六家机构经纪商,包括<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>集团(Credit Suisse Group AG)、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团(UBS Group AG)、高盛集团(Goldman Sachs Group Inc.)、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>(<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>)、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>(Deutsche Bank AG)和<a href=\"https://laohu8.com/S/NMR\">野村控股</a>(Nomura Holdings Inc.)。</p>\n<p>SEC前律师Mark Berman表示,监管机构将不仅关注华尔街机构经纪商是如何允许Archegos建立如此高杠杆头寸的,还将关注银行在信贷谈判和风险管理方面的集体做法。他表示,监管机构的重点不应该是让家族理财室介入,只需要解释这一点,并将其与Archegos联系到SEC的管辖范围内,而应该是关注投资银行等受监管实体的风险报告。</p>\n<p>三菱UFJ证券控股有限公司(MitsubishiUFJ Securities Holdings Co.,)周二说,它可能因与美国客户的交易而蒙受约3亿美元的损失。该公司没有透露客户的名字。GAM Investments的投资总监查尔斯•赫普沃思(Charles Hepworth)说,“很多人都在试图想知道谁将成为下一个热门,哪家投资银行将成为下一个热门。”“它看起来不像是系统性的,因此希望这已得到控制,而不是某种雷曼时刻。”</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>一文读懂Bill Hwang如何让华尔街感到恐惧</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一文读懂Bill Hwang如何让华尔街感到恐惧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-03-31 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失。</p>\n<p>该公司称自己专注于美国、日本、韩国和欧洲等上市公司。交易员说,近几个月来,它在ViacomCBS Inc.和DiscoveryInc.股价的强劲上涨和随后的下跌中发挥了一定作用。</p>\n<p>据熟悉该基金的人士透露,据估计,该基金管理着约100亿美元的自有资金。但得益于从银行获得的杠杆,该公司周四和周五平仓的总头寸接近300亿美元。外界并不知道该公司管理的外部资本。</p>\n<p>Archegos在公司持有大量、集中的头寸,并通过所谓的“总回报互换”(totalreturn swaps)来持有一些头寸。这些合约是由华尔街银行撮合的,允许用户承担股票或其他资产组合的盈亏,并收取一定费用。</p>\n<p>掉期交易允许投资者在预先投入有限资金的情况下建立巨额头寸,本质上是向银行借款。利用掉期交易,Bill Hwang得以保持匿名,据估计,Archegos对多家公司的股票有超过10%的经济风险敞口。持有一家公司证券超过10%的投资者被视为公司内部人士,并受到有关披露和利润的额外监管。</p>\n<p>互换很常见,而且已经存在了很长一段时间。它们也是有争议的。由两位诺贝尔奖得主担任顾问的对冲基金长期资本管理公司(Long Term Capital Management)就使用了掉期交易。沃伦•巴菲特(Warren Buffett)在2003年致投资者的信中提到了互换的风险。</p>\n<p>互换交易允许投资者只预先投入有限的资金,从而扩大对股票的投资规模。当相关投资出现问题时,银行代表投资者出售所持股票。这种抛售强化了股价的下跌,这有助于解释为什么Archegos投资的股票下跌如此之快。</p>\n<p>Hwang的投资策略在最近几周“着火”。其持有的一些公司股价从2月开始大幅上涨, 但在3月中旬股价下跌。据知情人士透露,维亚康姆哥伦比亚广播公司(ViacomCBS) 3月22日宣布出售普通股,这给Archegos带来了进一步的压力。该交易的消息导致该公司股价下跌,加剧了其不断增加的亏损。到那时,该基金已开始出售其在ViacomCBS的部分头寸,试图抵消亏损,这加大了该股的压力。</p>\n<p>但一旦股价开始下跌,和其基金相关的一些银行就开始在市场上出售大量股票,这就是所谓的大宗交易。大宗交易是指出售一家公司的大量股份,这些交易通常以低于当前股价的价格进行,因为大批量交易比小额交易更难找到买家。</p>\n<p>主经济商业务是华尔街银行中为对冲基金提供服务的部门。机构经纪商帮助对冲基金进行交易,并以保证金贷款的形式向它们提供资金。Archegos聘请了至少六家机构经纪商,包括<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>集团(Credit Suisse Group AG)、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团(UBS Group AG)、高盛集团(Goldman Sachs Group Inc.)、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>(<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>)、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>(Deutsche Bank AG)和<a href=\"https://laohu8.com/S/NMR\">野村控股</a>(Nomura Holdings Inc.)。</p>\n<p>SEC前律师Mark Berman表示,监管机构将不仅关注华尔街机构经纪商是如何允许Archegos建立如此高杠杆头寸的,还将关注银行在信贷谈判和风险管理方面的集体做法。他表示,监管机构的重点不应该是让家族理财室介入,只需要解释这一点,并将其与Archegos联系到SEC的管辖范围内,而应该是关注投资银行等受监管实体的风险报告。</p>\n<p>三菱UFJ证券控股有限公司(MitsubishiUFJ Securities Holdings Co.,)周二说,它可能因与美国客户的交易而蒙受约3亿美元的损失。该公司没有透露客户的名字。GAM Investments的投资总监查尔斯•赫普沃思(Charles Hepworth)说,“很多人都在试图想知道谁将成为下一个热门,哪家投资银行将成为下一个热门。”“它看起来不像是系统性的,因此希望这已得到控制,而不是某种雷曼时刻。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f96fb56d18da49672c5b4102a08270d3","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180200125","content_text":"投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失。\n该公司称自己专注于美国、日本、韩国和欧洲等上市公司。交易员说,近几个月来,它在ViacomCBS Inc.和DiscoveryInc.股价的强劲上涨和随后的下跌中发挥了一定作用。\n据熟悉该基金的人士透露,据估计,该基金管理着约100亿美元的自有资金。但得益于从银行获得的杠杆,该公司周四和周五平仓的总头寸接近300亿美元。外界并不知道该公司管理的外部资本。\nArchegos在公司持有大量、集中的头寸,并通过所谓的“总回报互换”(totalreturn swaps)来持有一些头寸。这些合约是由华尔街银行撮合的,允许用户承担股票或其他资产组合的盈亏,并收取一定费用。\n掉期交易允许投资者在预先投入有限资金的情况下建立巨额头寸,本质上是向银行借款。利用掉期交易,Bill Hwang得以保持匿名,据估计,Archegos对多家公司的股票有超过10%的经济风险敞口。持有一家公司证券超过10%的投资者被视为公司内部人士,并受到有关披露和利润的额外监管。\n互换很常见,而且已经存在了很长一段时间。它们也是有争议的。由两位诺贝尔奖得主担任顾问的对冲基金长期资本管理公司(Long Term Capital Management)就使用了掉期交易。沃伦•巴菲特(Warren Buffett)在2003年致投资者的信中提到了互换的风险。\n互换交易允许投资者只预先投入有限的资金,从而扩大对股票的投资规模。当相关投资出现问题时,银行代表投资者出售所持股票。这种抛售强化了股价的下跌,这有助于解释为什么Archegos投资的股票下跌如此之快。\nHwang的投资策略在最近几周“着火”。其持有的一些公司股价从2月开始大幅上涨, 但在3月中旬股价下跌。据知情人士透露,维亚康姆哥伦比亚广播公司(ViacomCBS) 3月22日宣布出售普通股,这给Archegos带来了进一步的压力。该交易的消息导致该公司股价下跌,加剧了其不断增加的亏损。到那时,该基金已开始出售其在ViacomCBS的部分头寸,试图抵消亏损,这加大了该股的压力。\n但一旦股价开始下跌,和其基金相关的一些银行就开始在市场上出售大量股票,这就是所谓的大宗交易。大宗交易是指出售一家公司的大量股份,这些交易通常以低于当前股价的价格进行,因为大批量交易比小额交易更难找到买家。\n主经济商业务是华尔街银行中为对冲基金提供服务的部门。机构经纪商帮助对冲基金进行交易,并以保证金贷款的形式向它们提供资金。Archegos聘请了至少六家机构经纪商,包括瑞士信贷集团(Credit Suisse Group AG)、瑞银集团(UBS Group AG)、高盛集团(Goldman Sachs Group Inc.)、摩根士丹利(Morgan Stanley)、德意志银行(Deutsche Bank AG)和野村控股(Nomura Holdings Inc.)。\nSEC前律师Mark Berman表示,监管机构将不仅关注华尔街机构经纪商是如何允许Archegos建立如此高杠杆头寸的,还将关注银行在信贷谈判和风险管理方面的集体做法。他表示,监管机构的重点不应该是让家族理财室介入,只需要解释这一点,并将其与Archegos联系到SEC的管辖范围内,而应该是关注投资银行等受监管实体的风险报告。\n三菱UFJ证券控股有限公司(MitsubishiUFJ Securities Holdings Co.,)周二说,它可能因与美国客户的交易而蒙受约3亿美元的损失。该公司没有透露客户的名字。GAM Investments的投资总监查尔斯•赫普沃思(Charles Hepworth)说,“很多人都在试图想知道谁将成为下一个热门,哪家投资银行将成为下一个热门。”“它看起来不像是系统性的,因此希望这已得到控制,而不是某种雷曼时刻。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355916243,"gmtCreate":1617023672282,"gmtModify":1617025908954,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","text":"$跟谁学(GSX)$$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355916243","isVote":1,"tweetType":1,"viewCount":3745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453195233247312","authorId":"3453195233247312","name":"d3d34eb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3453195233247312","authorIdStr":"3453195233247312"},"content":"哈哈 我zf看棒子不顺眼","text":"哈哈 我zf看棒子不顺眼","html":"哈哈 我zf看棒子不顺眼"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355910180,"gmtCreate":1617023153240,"gmtModify":1617025908906,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","text":"$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355910180","isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352172974,"gmtCreate":1616916500198,"gmtModify":1616916500198,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a 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10:24","market":"sh","language":"zh","title":"社保基金“海外神枪手”曝光:只有你想不到,没有它请不到","url":"https://stock-news.laohu8.com/highlight/detail?id=1141795259","media":"资事堂","summary":"万亿社保基金的“海外神枪手”名单曝光!据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。对比上一轮受","content":"<p>万亿社保基金的“海外神枪手”名单曝光!</p><p>据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。</p><p>去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。</p><p>对比上一轮受托机构名单,社保基金海外投资版图扩张,对投资策略亦有更细分的需求。</p><p>资事堂从最新名单中,试图一探社保基金的海外投资矩阵。</p><p><b>01、海外投资有多大规模?</b></p><p>截至目前,社保基金还未披露2020年的运作报告。</p><p>但从2019年的运作报告可以发现,社保基金的海外投资有非常专业而成体系的布局。</p><p>有一个背景需要交代:社保基金内部有直投团队,亦有将旗下资产“外包”给境内外的机构进行委托管理。</p><p>上述模式在全球主权财富基金中是惯常作法,特别是投向母国以外地区市场,通常会聘用本地化机构进行委托管理。</p><p>截至2019年末,社保基金资产总额2.63万亿元。其中:直接投资资产1.04万亿元,占社保基金资产总额的39.60%;委托投资资产1.59万亿元,占社保基金资产总额的60.40%。</p><p><b>报告期末,社保基金境外投资资产2616.97亿元,占社保基金资产总额的9.96%。</b></p><p>从上述年报数据中,可以看出境外投资比例近10%。</p><p>投资范围包括哪些呢?</p><p>年报披露:经批准的境外投资范围包括银行存款、银行票据、大额可转让存单等货币市场产品、债券、股票、证券投资基金,以及用于风险管理的掉期、远期等衍生金融工具等。</p><p>值得注意的是,年报还提出“<b>加强境外市场跟踪研究,优化境外投资结构,丰富境外债券投资策略。</b>”</p><p><b>02、前后四次选聘海外机构</b></p><p>据公开报道,社保基金曾有过四次公开选聘海外管理人,分别是2006年、2008年、2012年和2020年。</p><p>2020年三季度,社保基金公开选聘境外投资管理人的条件,委托的资金均采用股票型策略,分别为全球责任投资、日本股票主动管理和全球科技股票主动策略。</p><p>具体要求包括:财务稳健,资信良好;经营资产管理业务达6年以上,管理的资产不少于50亿美元;从业人员符合所在国家或者地区的有关从业资格要求;有健全的治理结构和完善的内控制度;过去3年未受到所在国家或者地区监管机构的重大处罚等。</p><p>据社保基金官网,2012年曾选出12家全球管理人,涉及多资产类别配置型产品、新兴市场本币债产品、自然资源股票产品、全球不动产股票产品等。</p><p>追溯到2012年之前的委托情况,还涉及其他策略包括:中国海外股票积极型、中国香港股票积极型、亚太(日本除外)的股票积极型、新兴市场股票积极型、欧洲股票积极型、全球股票积极型、美国股票指数增强型、全球债券积极型以及外汇现金管理。</p><p>一定程度上,每次选聘会增加一些策略需求。2020年的选聘增加了对ESG责任投资、日本股市阿尔法以及全球科技股的挖掘需求。</p><p><b>03、37位“海外神枪手”</b></p><p>如下图所示,总计37家海外买方成为社保基金的境外委托管理机构。</p><p><img src=\"https://static.tigerbbs.com/d43885330ffccc0acf79c52d1673503b\" tg-width=\"830\" tg-height=\"716\"><img src=\"https://static.tigerbbs.com/5dad94698285c54e2234ffd25f99e68f\" tg-width=\"833\" tg-height=\"531\"></p><p>其中,不乏多个大牌机构,比如PIMCO、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、施罗德、路博迈、道富环球、普信资产等机构。</p><p>还包括中国本土成立的机构,包括博时基金、大成基金及其香港子公司、汇添富基金及其香港子公司。</p><p>值得注意的是,社保基金还委托了一只“联合作战团队”,即<a href=\"https://laohu8.com/S/UBS\">瑞银</a>资管和<a href=\"https://laohu8.com/S/601995\">中金公司</a>组成的联合投资团队。</p><p>上图中多个机构曾经承担中国海外股票的投资。</p><p>据悉,施罗德投资、博时基金、霸菱资产 (Baring)在2008年起曾担任中国海外股票积极型产品投资管理人。</p><p>除了上文提及的对二级市场股票、债券资产的投资,社保基金也对另类资产有浓厚兴趣。</p><p>受托名单中,AEW资本管理公司、AMP安保资本以及欧洲投资者投资管理公司是不动产投资的巨头,2012年起就成为社保的受托机构。</p><p>其中,AEW资本管理公司核心投资策略包括在所有主要大都市市场的主要房地产领域(办公室、工业、零售、多户住宅)的房地产投资;AMP安保资本是全球十大基础设施投资者之一,也是亚太地区最大的直接房地产基金管理公司之一。</p><p>社保基金的委托名单中,还有多家机构的股票投资量化色彩浓厚。</p><p>资料显示,安盛罗森堡投资官网称:自1985年以来,该公司一直是量化投资的代名词。我们是最初的量化初创公司之一,也是最早开发高级基本数据模型以分析数百万个数据点以识别投资机会的公司之一。</p><p>骏利英达资产管理有限公司也强调,自身采用基于数学方程的独特定量方法,数学方程基于对实际价格变动的观察,而不是对公司未来业绩的主观预测。</p><p>值得注意的是,社保基金还挖掘了“隐形冠军”,这类投资机构创造了很多细分主题策略。</p><p>Newton投资管理公司就是一例。</p><p>该机构的投资逻辑为相信某些关键因素将有助于塑造未来几年的投资格局,据此创设了九大投资主题策略:净效应、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>革命、地球问题、金融化、国家干预、中国影响力、消费者力量、人口动态和健康需求。</p><p>该机构称:上市主题包括技术变革带来的破坏、消费者力量的增强、气候变化的影响以及中国影响,预示着可能会持续一段时间的长期结构性趋势。</p><p>这家机构进一步指出:投资主题促进我们自上而下和自下而上的创意产生过程。帮助塑造我们的投资前景和定位方面发挥着重要作用。在投资过程中采用主题不仅提醒我们潜在的机会,而且有助于突出可能的风险。</p>","source":"lsy1568174316590","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n社保基金“海外神枪手”曝光:只有你想不到,没有它请不到\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 10:24 北京时间 <a href=https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>万亿社保基金的“海外神枪手”名单曝光!据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。对比上一轮受托机构名单,社保基金海外投资版图扩张,对投资策略亦有更细分的需求。资事堂从最新名单中,试图一探社保基金的海外投资矩阵。01、海外投资有多大规模?截至目前,社保基金还未披露2020年的运作报告。但从...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e39b7494f3eb57460a89ef906965a348","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/x2gAnS1FTrlH6hIjLH9nSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141795259","content_text":"万亿社保基金的“海外神枪手”名单曝光!据悉,全国社会保障基金会境外委托管理机构总计37家,有多个投资领域的“隐形冠军”。去年三季度,社保基金开始选聘境外投资机构,这是历史上第四次公开选聘。对比上一轮受托机构名单,社保基金海外投资版图扩张,对投资策略亦有更细分的需求。资事堂从最新名单中,试图一探社保基金的海外投资矩阵。01、海外投资有多大规模?截至目前,社保基金还未披露2020年的运作报告。但从2019年的运作报告可以发现,社保基金的海外投资有非常专业而成体系的布局。有一个背景需要交代:社保基金内部有直投团队,亦有将旗下资产“外包”给境内外的机构进行委托管理。上述模式在全球主权财富基金中是惯常作法,特别是投向母国以外地区市场,通常会聘用本地化机构进行委托管理。截至2019年末,社保基金资产总额2.63万亿元。其中:直接投资资产1.04万亿元,占社保基金资产总额的39.60%;委托投资资产1.59万亿元,占社保基金资产总额的60.40%。报告期末,社保基金境外投资资产2616.97亿元,占社保基金资产总额的9.96%。从上述年报数据中,可以看出境外投资比例近10%。投资范围包括哪些呢?年报披露:经批准的境外投资范围包括银行存款、银行票据、大额可转让存单等货币市场产品、债券、股票、证券投资基金,以及用于风险管理的掉期、远期等衍生金融工具等。值得注意的是,年报还提出“加强境外市场跟踪研究,优化境外投资结构,丰富境外债券投资策略。”02、前后四次选聘海外机构据公开报道,社保基金曾有过四次公开选聘海外管理人,分别是2006年、2008年、2012年和2020年。2020年三季度,社保基金公开选聘境外投资管理人的条件,委托的资金均采用股票型策略,分别为全球责任投资、日本股票主动管理和全球科技股票主动策略。具体要求包括:财务稳健,资信良好;经营资产管理业务达6年以上,管理的资产不少于50亿美元;从业人员符合所在国家或者地区的有关从业资格要求;有健全的治理结构和完善的内控制度;过去3年未受到所在国家或者地区监管机构的重大处罚等。据社保基金官网,2012年曾选出12家全球管理人,涉及多资产类别配置型产品、新兴市场本币债产品、自然资源股票产品、全球不动产股票产品等。追溯到2012年之前的委托情况,还涉及其他策略包括:中国海外股票积极型、中国香港股票积极型、亚太(日本除外)的股票积极型、新兴市场股票积极型、欧洲股票积极型、全球股票积极型、美国股票指数增强型、全球债券积极型以及外汇现金管理。一定程度上,每次选聘会增加一些策略需求。2020年的选聘增加了对ESG责任投资、日本股市阿尔法以及全球科技股的挖掘需求。03、37位“海外神枪手”如下图所示,总计37家海外买方成为社保基金的境外委托管理机构。其中,不乏多个大牌机构,比如PIMCO、贝莱德、施罗德、路博迈、道富环球、普信资产等机构。还包括中国本土成立的机构,包括博时基金、大成基金及其香港子公司、汇添富基金及其香港子公司。值得注意的是,社保基金还委托了一只“联合作战团队”,即瑞银资管和中金公司组成的联合投资团队。上图中多个机构曾经承担中国海外股票的投资。据悉,施罗德投资、博时基金、霸菱资产 (Baring)在2008年起曾担任中国海外股票积极型产品投资管理人。除了上文提及的对二级市场股票、债券资产的投资,社保基金也对另类资产有浓厚兴趣。受托名单中,AEW资本管理公司、AMP安保资本以及欧洲投资者投资管理公司是不动产投资的巨头,2012年起就成为社保的受托机构。其中,AEW资本管理公司核心投资策略包括在所有主要大都市市场的主要房地产领域(办公室、工业、零售、多户住宅)的房地产投资;AMP安保资本是全球十大基础设施投资者之一,也是亚太地区最大的直接房地产基金管理公司之一。社保基金的委托名单中,还有多家机构的股票投资量化色彩浓厚。资料显示,安盛罗森堡投资官网称:自1985年以来,该公司一直是量化投资的代名词。我们是最初的量化初创公司之一,也是最早开发高级基本数据模型以分析数百万个数据点以识别投资机会的公司之一。骏利英达资产管理有限公司也强调,自身采用基于数学方程的独特定量方法,数学方程基于对实际价格变动的观察,而不是对公司未来业绩的主观预测。值得注意的是,社保基金还挖掘了“隐形冠军”,这类投资机构创造了很多细分主题策略。Newton投资管理公司就是一例。该机构的投资逻辑为相信某些关键因素将有助于塑造未来几年的投资格局,据此创设了九大投资主题策略:净效应、智能革命、地球问题、金融化、国家干预、中国影响力、消费者力量、人口动态和健康需求。该机构称:上市主题包括技术变革带来的破坏、消费者力量的增强、气候变化的影响以及中国影响,预示着可能会持续一段时间的长期结构性趋势。这家机构进一步指出:投资主题促进我们自上而下和自下而上的创意产生过程。帮助塑造我们的投资前景和定位方面发挥着重要作用。在投资过程中采用主题不仅提醒我们潜在的机会,而且有助于突出可能的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357125014,"gmtCreate":1617248844738,"gmtModify":1617248844738,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","text":"$跟谁学(GSX)$$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355916243","isVote":1,"tweetType":1,"viewCount":3745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453195233247312","authorId":"3453195233247312","name":"d3d34eb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3453195233247312","authorIdStr":"3453195233247312"},"content":"哈哈 我zf看棒子不顺眼","text":"哈哈 我zf看棒子不顺眼","html":"哈哈 我zf看棒子不顺眼"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142629082,"gmtCreate":1626147261646,"gmtModify":1626147261646,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>好好的relx怕是和柳家人粘上了,法克","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>好好的relx怕是和柳家人粘上了,法克","text":"$RLX科技(RLX)$好好的relx怕是和柳家人粘上了,法克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142629082","isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357376837,"gmtCreate":1617242001229,"gmtModify":1617242001229,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>关于是否看好小米造车,我的观点是看好。不知道大家是否注意到雷军的“全国工商联副主席”的头衔。这个头衔的含金量是很高的。有政治觉悟,自己人。家国一体,也就意味着没有jack马那样的风险。也意味着倾斜和照顾,比如给华为的支付牌照,先给了小米。在整顿新能源车市场的时候,准许其造新能源车,本身就是支持了。新能源车是未来中国确定性最大的事,除非特斯拉不会对国内诸如蔚来等造成太多压制,否则,一定会出现外资品牌为国内让路的情况。比如拦住google发展了百度,拦住三星发展了华为小米。以后就看特斯拉是否会想苹果那样听话,把价格加起来,让国产安卓机有机会买到五六千。所以特斯拉不卖高价,国内厂商没法活得好,特别是走性价比路线的小米要入局。说个总结,看好小米造电动车,特斯拉国内售价可能会更贵。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>关于是否看好小米造车,我的观点是看好。不知道大家是否注意到雷军的“全国工商联副主席”的头衔。这个头衔的含金量是很高的。有政治觉悟,自己人。家国一体,也就意味着没有jack马那样的风险。也意味着倾斜和照顾,比如给华为的支付牌照,先给了小米。在整顿新能源车市场的时候,准许其造新能源车,本身就是支持了。新能源车是未来中国确定性最大的事,除非特斯拉不会对国内诸如蔚来等造成太多压制,否则,一定会出现外资品牌为国内让路的情况。比如拦住google发展了百度,拦住三星发展了华为小米。以后就看特斯拉是否会想苹果那样听话,把价格加起来,让国产安卓机有机会买到五六千。所以特斯拉不卖高价,国内厂商没法活得好,特别是走性价比路线的小米要入局。说个总结,看好小米造电动车,特斯拉国内售价可能会更贵。","text":"$小米集团-W(01810)$关于是否看好小米造车,我的观点是看好。不知道大家是否注意到雷军的“全国工商联副主席”的头衔。这个头衔的含金量是很高的。有政治觉悟,自己人。家国一体,也就意味着没有jack马那样的风险。也意味着倾斜和照顾,比如给华为的支付牌照,先给了小米。在整顿新能源车市场的时候,准许其造新能源车,本身就是支持了。新能源车是未来中国确定性最大的事,除非特斯拉不会对国内诸如蔚来等造成太多压制,否则,一定会出现外资品牌为国内让路的情况。比如拦住google发展了百度,拦住三星发展了华为小米。以后就看特斯拉是否会想苹果那样听话,把价格加起来,让国产安卓机有机会买到五六千。所以特斯拉不卖高价,国内厂商没法活得好,特别是走性价比路线的小米要入局。说个总结,看好小米造电动车,特斯拉国内售价可能会更贵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357376837","isVote":1,"tweetType":1,"viewCount":3042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355910180,"gmtCreate":1617023153240,"gmtModify":1617025908906,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","text":"$RLX科技(RLX)$3月22日 工信部监管电子烟,给予Bill Hwang的悦刻仓位一记暴击。使得他赶忙卖票追加保证金。3月23日 人民日报“校内减负,校外增负”社论,给予Bill Hwang的跟谁学的仓位又一记 暴击,让他焦头烂额。网上说是 高杠杆是让他毁灭的罪魁祸首,3月23日 维德康姆增发30亿美金是向Bill Hwang开得第一枪。(但我觉得这应该算第三枪)我认为 他不是玩高杠杆完蛋的,应该有人想割他的韭菜,于是动用通天的关系,让RELX和跟谁学,向他开了连开两枪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355910180","isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354151586,"gmtCreate":1617153503745,"gmtModify":1617153503745,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"时间错误,维亚康姆是3.23日周二宣布增发的","listText":"时间错误,维亚康姆是3.23日周二宣布增发的","text":"时间错误,维亚康姆是3.23日周二宣布增发的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354151586","repostId":"1180200125","repostType":4,"repost":{"id":"1180200125","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1617144761,"share":"https://www.laohu8.com/m/news/1180200125?lang=&edition=full","pubTime":"2021-03-31 06:52","market":"us","language":"zh","title":"一文读懂Bill Hwang如何让华尔街感到恐惧","url":"https://stock-news.laohu8.com/highlight/detail?id=1180200125","media":"Wind万得","summary":"投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失","content":"<p>投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失。</p>\n<p>该公司称自己专注于美国、日本、韩国和欧洲等上市公司。交易员说,近几个月来,它在ViacomCBS Inc.和DiscoveryInc.股价的强劲上涨和随后的下跌中发挥了一定作用。</p>\n<p>据熟悉该基金的人士透露,据估计,该基金管理着约100亿美元的自有资金。但得益于从银行获得的杠杆,该公司周四和周五平仓的总头寸接近300亿美元。外界并不知道该公司管理的外部资本。</p>\n<p>Archegos在公司持有大量、集中的头寸,并通过所谓的“总回报互换”(totalreturn swaps)来持有一些头寸。这些合约是由华尔街银行撮合的,允许用户承担股票或其他资产组合的盈亏,并收取一定费用。</p>\n<p>掉期交易允许投资者在预先投入有限资金的情况下建立巨额头寸,本质上是向银行借款。利用掉期交易,Bill Hwang得以保持匿名,据估计,Archegos对多家公司的股票有超过10%的经济风险敞口。持有一家公司证券超过10%的投资者被视为公司内部人士,并受到有关披露和利润的额外监管。</p>\n<p>互换很常见,而且已经存在了很长一段时间。它们也是有争议的。由两位诺贝尔奖得主担任顾问的对冲基金长期资本管理公司(Long Term Capital Management)就使用了掉期交易。沃伦•巴菲特(Warren Buffett)在2003年致投资者的信中提到了互换的风险。</p>\n<p>互换交易允许投资者只预先投入有限的资金,从而扩大对股票的投资规模。当相关投资出现问题时,银行代表投资者出售所持股票。这种抛售强化了股价的下跌,这有助于解释为什么Archegos投资的股票下跌如此之快。</p>\n<p>Hwang的投资策略在最近几周“着火”。其持有的一些公司股价从2月开始大幅上涨, 但在3月中旬股价下跌。据知情人士透露,维亚康姆哥伦比亚广播公司(ViacomCBS) 3月22日宣布出售普通股,这给Archegos带来了进一步的压力。该交易的消息导致该公司股价下跌,加剧了其不断增加的亏损。到那时,该基金已开始出售其在ViacomCBS的部分头寸,试图抵消亏损,这加大了该股的压力。</p>\n<p>但一旦股价开始下跌,和其基金相关的一些银行就开始在市场上出售大量股票,这就是所谓的大宗交易。大宗交易是指出售一家公司的大量股份,这些交易通常以低于当前股价的价格进行,因为大批量交易比小额交易更难找到买家。</p>\n<p>主经济商业务是华尔街银行中为对冲基金提供服务的部门。机构经纪商帮助对冲基金进行交易,并以保证金贷款的形式向它们提供资金。Archegos聘请了至少六家机构经纪商,包括<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>集团(Credit Suisse Group AG)、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团(UBS Group AG)、高盛集团(Goldman Sachs Group Inc.)、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>(<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>)、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>(Deutsche Bank AG)和<a href=\"https://laohu8.com/S/NMR\">野村控股</a>(Nomura Holdings Inc.)。</p>\n<p>SEC前律师Mark Berman表示,监管机构将不仅关注华尔街机构经纪商是如何允许Archegos建立如此高杠杆头寸的,还将关注银行在信贷谈判和风险管理方面的集体做法。他表示,监管机构的重点不应该是让家族理财室介入,只需要解释这一点,并将其与Archegos联系到SEC的管辖范围内,而应该是关注投资银行等受监管实体的风险报告。</p>\n<p>三菱UFJ证券控股有限公司(MitsubishiUFJ Securities Holdings Co.,)周二说,它可能因与美国客户的交易而蒙受约3亿美元的损失。该公司没有透露客户的名字。GAM Investments的投资总监查尔斯•赫普沃思(Charles Hepworth)说,“很多人都在试图想知道谁将成为下一个热门,哪家投资银行将成为下一个热门。”“它看起来不像是系统性的,因此希望这已得到控制,而不是某种雷曼时刻。”</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>一文读懂Bill Hwang如何让华尔街感到恐惧</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一文读懂Bill Hwang如何让华尔街感到恐惧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-03-31 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失。</p>\n<p>该公司称自己专注于美国、日本、韩国和欧洲等上市公司。交易员说,近几个月来,它在ViacomCBS Inc.和DiscoveryInc.股价的强劲上涨和随后的下跌中发挥了一定作用。</p>\n<p>据熟悉该基金的人士透露,据估计,该基金管理着约100亿美元的自有资金。但得益于从银行获得的杠杆,该公司周四和周五平仓的总头寸接近300亿美元。外界并不知道该公司管理的外部资本。</p>\n<p>Archegos在公司持有大量、集中的头寸,并通过所谓的“总回报互换”(totalreturn swaps)来持有一些头寸。这些合约是由华尔街银行撮合的,允许用户承担股票或其他资产组合的盈亏,并收取一定费用。</p>\n<p>掉期交易允许投资者在预先投入有限资金的情况下建立巨额头寸,本质上是向银行借款。利用掉期交易,Bill Hwang得以保持匿名,据估计,Archegos对多家公司的股票有超过10%的经济风险敞口。持有一家公司证券超过10%的投资者被视为公司内部人士,并受到有关披露和利润的额外监管。</p>\n<p>互换很常见,而且已经存在了很长一段时间。它们也是有争议的。由两位诺贝尔奖得主担任顾问的对冲基金长期资本管理公司(Long Term Capital Management)就使用了掉期交易。沃伦•巴菲特(Warren Buffett)在2003年致投资者的信中提到了互换的风险。</p>\n<p>互换交易允许投资者只预先投入有限的资金,从而扩大对股票的投资规模。当相关投资出现问题时,银行代表投资者出售所持股票。这种抛售强化了股价的下跌,这有助于解释为什么Archegos投资的股票下跌如此之快。</p>\n<p>Hwang的投资策略在最近几周“着火”。其持有的一些公司股价从2月开始大幅上涨, 但在3月中旬股价下跌。据知情人士透露,维亚康姆哥伦比亚广播公司(ViacomCBS) 3月22日宣布出售普通股,这给Archegos带来了进一步的压力。该交易的消息导致该公司股价下跌,加剧了其不断增加的亏损。到那时,该基金已开始出售其在ViacomCBS的部分头寸,试图抵消亏损,这加大了该股的压力。</p>\n<p>但一旦股价开始下跌,和其基金相关的一些银行就开始在市场上出售大量股票,这就是所谓的大宗交易。大宗交易是指出售一家公司的大量股份,这些交易通常以低于当前股价的价格进行,因为大批量交易比小额交易更难找到买家。</p>\n<p>主经济商业务是华尔街银行中为对冲基金提供服务的部门。机构经纪商帮助对冲基金进行交易,并以保证金贷款的形式向它们提供资金。Archegos聘请了至少六家机构经纪商,包括<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>集团(Credit Suisse Group AG)、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团(UBS Group AG)、高盛集团(Goldman Sachs Group Inc.)、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>(<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>)、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>(Deutsche Bank AG)和<a href=\"https://laohu8.com/S/NMR\">野村控股</a>(Nomura Holdings Inc.)。</p>\n<p>SEC前律师Mark Berman表示,监管机构将不仅关注华尔街机构经纪商是如何允许Archegos建立如此高杠杆头寸的,还将关注银行在信贷谈判和风险管理方面的集体做法。他表示,监管机构的重点不应该是让家族理财室介入,只需要解释这一点,并将其与Archegos联系到SEC的管辖范围内,而应该是关注投资银行等受监管实体的风险报告。</p>\n<p>三菱UFJ证券控股有限公司(MitsubishiUFJ Securities Holdings Co.,)周二说,它可能因与美国客户的交易而蒙受约3亿美元的损失。该公司没有透露客户的名字。GAM Investments的投资总监查尔斯•赫普沃思(Charles Hepworth)说,“很多人都在试图想知道谁将成为下一个热门,哪家投资银行将成为下一个热门。”“它看起来不像是系统性的,因此希望这已得到控制,而不是某种雷曼时刻。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f96fb56d18da49672c5b4102a08270d3","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180200125","content_text":"投资者Bill Hwang最近在股市掀起了一场风暴,他的公司Archegos Capital Management及其旗下银行开始清算蓝筹股公司的巨额头寸。抛售导致个股暴跌,至少有两家银行遭受重大损失。\n该公司称自己专注于美国、日本、韩国和欧洲等上市公司。交易员说,近几个月来,它在ViacomCBS Inc.和DiscoveryInc.股价的强劲上涨和随后的下跌中发挥了一定作用。\n据熟悉该基金的人士透露,据估计,该基金管理着约100亿美元的自有资金。但得益于从银行获得的杠杆,该公司周四和周五平仓的总头寸接近300亿美元。外界并不知道该公司管理的外部资本。\nArchegos在公司持有大量、集中的头寸,并通过所谓的“总回报互换”(totalreturn swaps)来持有一些头寸。这些合约是由华尔街银行撮合的,允许用户承担股票或其他资产组合的盈亏,并收取一定费用。\n掉期交易允许投资者在预先投入有限资金的情况下建立巨额头寸,本质上是向银行借款。利用掉期交易,Bill Hwang得以保持匿名,据估计,Archegos对多家公司的股票有超过10%的经济风险敞口。持有一家公司证券超过10%的投资者被视为公司内部人士,并受到有关披露和利润的额外监管。\n互换很常见,而且已经存在了很长一段时间。它们也是有争议的。由两位诺贝尔奖得主担任顾问的对冲基金长期资本管理公司(Long Term Capital Management)就使用了掉期交易。沃伦•巴菲特(Warren Buffett)在2003年致投资者的信中提到了互换的风险。\n互换交易允许投资者只预先投入有限的资金,从而扩大对股票的投资规模。当相关投资出现问题时,银行代表投资者出售所持股票。这种抛售强化了股价的下跌,这有助于解释为什么Archegos投资的股票下跌如此之快。\nHwang的投资策略在最近几周“着火”。其持有的一些公司股价从2月开始大幅上涨, 但在3月中旬股价下跌。据知情人士透露,维亚康姆哥伦比亚广播公司(ViacomCBS) 3月22日宣布出售普通股,这给Archegos带来了进一步的压力。该交易的消息导致该公司股价下跌,加剧了其不断增加的亏损。到那时,该基金已开始出售其在ViacomCBS的部分头寸,试图抵消亏损,这加大了该股的压力。\n但一旦股价开始下跌,和其基金相关的一些银行就开始在市场上出售大量股票,这就是所谓的大宗交易。大宗交易是指出售一家公司的大量股份,这些交易通常以低于当前股价的价格进行,因为大批量交易比小额交易更难找到买家。\n主经济商业务是华尔街银行中为对冲基金提供服务的部门。机构经纪商帮助对冲基金进行交易,并以保证金贷款的形式向它们提供资金。Archegos聘请了至少六家机构经纪商,包括瑞士信贷集团(Credit Suisse Group AG)、瑞银集团(UBS Group AG)、高盛集团(Goldman Sachs Group Inc.)、摩根士丹利(Morgan Stanley)、德意志银行(Deutsche Bank AG)和野村控股(Nomura Holdings Inc.)。\nSEC前律师Mark Berman表示,监管机构将不仅关注华尔街机构经纪商是如何允许Archegos建立如此高杠杆头寸的,还将关注银行在信贷谈判和风险管理方面的集体做法。他表示,监管机构的重点不应该是让家族理财室介入,只需要解释这一点,并将其与Archegos联系到SEC的管辖范围内,而应该是关注投资银行等受监管实体的风险报告。\n三菱UFJ证券控股有限公司(MitsubishiUFJ Securities Holdings Co.,)周二说,它可能因与美国客户的交易而蒙受约3亿美元的损失。该公司没有透露客户的名字。GAM Investments的投资总监查尔斯•赫普沃思(Charles Hepworth)说,“很多人都在试图想知道谁将成为下一个热门,哪家投资银行将成为下一个热门。”“它看起来不像是系统性的,因此希望这已得到控制,而不是某种雷曼时刻。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374077667,"gmtCreate":1619405377759,"gmtModify":1619405377759,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>南下资金是大陆流入香港市场的资金。大陆资金都必须是要有政治觉悟的。他们的行为也代表他们知道当局的态度。客户完了,工厂也要完。所以,淦吧","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>南下资金是大陆流入香港市场的资金。大陆资金都必须是要有政治觉悟的。他们的行为也代表他们知道当局的态度。客户完了,工厂也要完。所以,淦吧","text":"$RLX科技(RLX)$南下资金是大陆流入香港市场的资金。大陆资金都必须是要有政治觉悟的。他们的行为也代表他们知道当局的态度。客户完了,工厂也要完。所以,淦吧","images":[{"img":"https://static.tigerbbs.com/48b30efabefade387a219ad46ee6b331","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374077667","isVote":1,"tweetType":1,"viewCount":3595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":352172974,"gmtCreate":1616916500198,"gmtModify":1616916500198,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>想爆掉BILL HWANG基金的人知道他有RELX都持仓这个人和上周一的电子烟监管有没有关系呢听听大家意见这个人可能是谁呢?高盛还是摩根?","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>想爆掉BILL HWANG基金的人知道他有RELX都持仓这个人和上周一的电子烟监管有没有关系呢听听大家意见这个人可能是谁呢?高盛还是摩根?","text":"$RLX科技(RLX)$想爆掉BILL HWANG基金的人知道他有RELX都持仓这个人和上周一的电子烟监管有没有关系呢听听大家意见这个人可能是谁呢?高盛还是摩根?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352172974","isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376912979,"gmtCreate":1619079504691,"gmtModify":1619079504691,"author":{"id":"3569969971745149","authorId":"3569969971745149","name":"迈耀司","avatar":"https://static.tigerbbs.com/c344099b6c2749cc4345b69e6f63f5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569969971745149","authorIdStr":"3569969971745149"},"themes":[],"htmlText":"这个新闻和悦刻有啥关系,小编差评","listText":"这个新闻和悦刻有啥关系,小编差评","text":"这个新闻和悦刻有啥关系,小编差评","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376912979","repostId":"2129807982","repostType":2,"repost":{"id":"2129807982","pubTimestamp":1619071200,"share":"https://www.laohu8.com/m/news/2129807982?lang=&edition=full","pubTime":"2021-04-22 14:00","market":"us","language":"en","title":"TRADING UPDATE – April 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2129807982","media":"StreetInsider","summary":"AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n\n7.00am BST\n22 April 2021\n\nRELX, the global provider o","content":"<html><body><div>\n<p> AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n</p><p>\n<span>7.00am BST\n</span><span></span><span>22 April 2021</span>\n</p><p>\n<b>RELX, the global provider of information-based analytics and decision tools, has issued the following update on trading ahead of its Annual General Meeting, reaffirming the outlook for the full year.</b>\n</p><table cellspacing=\"0\">\n<tr>\n<td colspan=\"1\" rowspan=\"1\"><p>\n<b>Highlights</b>\n</p>\n<ul>\n<li>\nOur three largest business areas, STM, Risk and Legal, which together accounted for 95% of revenue in 2020, have started the year well.\n</li>\n<li>\nExhibitions, which accounted for 5% of revenue in 2020, has continued to be impacted significantly by the Covid-19 pandemic.\n</li>\n</ul>\n<p>\n<b>Full year outlook</b>\n</p>\n<ul>\n<li>\nWe continue to expect each of our three largest business areas, STM, Risk and Legal, to deliver another year of underlying revenue and adjusted operating profit growth in 2021, similar to pre-Covid-19 trends. The timing and pace of recovery in Exhibitions remains uncertain.\n</li>\n</ul>\n</td>\n</tr>\n</table><p>\n<b>Scientific, Technical & Medical (38% of 2020 revenue)</b>\n</p><ul>\n<li>\nElectronic revenue, which represents around 85% of the divisional total, has continued to grow well. Print revenues have stabilised following the Covid-19 related disruption in the first half of 2020.\n</li>\n<li>\nTrends in our customer environment continue to vary somewhat by segment. In Primary Research we have continued to see strong growth in article submissions. Open access revenues are continuing to grow very strongly across geographies. Databases & tools and e-reference have started the year well.\n</li>\n<li>\n<b>Full year outlook:</b> We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth slightly exceeding underlying revenue growth.\n</li>\n</ul><p>\n<b>Risk (34% of 2020 revenue)</b>\n</p><ul>\n<li>\nTransactional revenue, which represents around 60% of the divisional total, has seen good growth rates at the start of the year stepping up further from mid-March as we begin to lap last year’s Covid-19 related disruption. Subscription revenue, which represents around 40% of the divisional total, has remained resilient overall, albeit with some impact from delays in customer product implementations last year.\n</li>\n<li>\nIn Business Services, demand for fraud prevention and identity products continues to grow strongly, with the digital identity segment growing particularly well. Insurance market activity is now showing strong growth against the disrupted comparative period of the prior year. End customer markets for Data Services show varying dynamics, while Government continues to grow strongly.\n</li>\n<li>\n<b>Full year outlook:</b> We expect a year of strong underlying revenue growth, with the fundamentals of the majority of our customer markets in line with, or slightly ahead of, pre-Covid-19 trends. We expect underlying adjusted operating profit growth to broadly match underlying revenue growth.\n</li>\n</ul><p>\n<b>Legal (23% of 2020 revenue)</b>\n</p><ul>\n<li>\nElectronic revenue, which represents around 85% of the divisional total, has continued to see good growth. The rate of print revenue decline has moderated somewhat following steeper than historical declines in 2020 due to Covid-19 related disruption.\n</li>\n<li>\nTrends in our major customer markets are stable, with good demand for our market leading legal analytics and continued roll-out of integrated functionality across our solutions.\n</li>\n<li>\n<b>Full year outlook:</b> We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth exceeding underlying revenue growth.\n</li>\n</ul><p>\n<b>Exhibitions (5% of 2020 revenue)</b>\n</p><ul>\n<li>\nExhibitions continues to be significantly impacted by Covid-19. So far this year we have held 56 physical events, primarily in Japan and China, with <a href=\"https://laohu8.com/S/AONE\">one</a> held in the US in March. Government restrictions have prevented most events from taking place in Europe and the Americas, and have constrained the scale of many events elsewhere. We have continued to develop and launch a range of new digital initiatives in support of our customers and event brands.\n</li>\n<li>\n<b>Full year outlook:</b> The evolving Covid-19 pandemic will continue to impact our ability to hold physical events, making the outlook for the year uncertain.\n</li>\n</ul><p>\n<i>Underlying growth rates are calculated at constant currencies, excluding the results of acquisitions until twelve months after purchase, and excluding the results of disposals and assets held for sale. Underlying revenue growth rates also exclude exhibition cycling, and timing effects. </i>\n</p><p>\n-ENDS-\n</p><p>\n<b>Disclaimer regarding forward-looking statements\n</b>This announcement contains forward‐looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX <a href=\"https://laohu8.com/S/PLC\">PLC</a> (together with its subsidiaries, “RELX”, “we” or “our”) to differ materially from those expressed in any forward‐looking statement. We consider any statements that are not historical facts to be “forward‐looking statements”. The terms “outlook”, “estimate”, “forecast”, “project”, “plan”, “intend”, “expect”, “should”, “will”, “believe”, “trends” and similar expressions may indicate a forward‐looking statement. Important factors that could cause actual results or outcomes to differ materially from estimates or forecasts contained in the forward‐looking statements include, among others: current and future economic, political and market forces; the impact of the Covid‐19 pandemic as well as other pandemics or epidemics; changes in law and legal interpretations affecting RELX intellectual property rights and internet communications; regulatory and other changes regarding the collection, transfer or use of third‐party content and data; changes in the payment model for our products; demand for RELX products and services; competitive factors in the industries in which RELX operates; ability to realise the future anticipated benefits of acquisitions; significant failure or interruption of our systems; exhibitors’ and attendees’ ability and desire to attend face‐to‐face events and availability of event venues; compromises of our data security systems or other unauthorised access to our databases; legislative, fiscal, tax and regulatory developments and political risks; exchange rate fluctuations; and other risks referenced from time to time in the filings of RELX PLC with the US Securities and Exchange Commission (SEC). You should not place undue reliance on these forward‐looking statements, which speak only as of the date of this announcement. Except as may be required by law, we undertake no obligation to publicly update or release any revisions to these forward‐looking statements to reflect events or circumstances after the date of this announcement or to reflect the occurrence of unanticipated events.\n</p><p>\n<b>Notes for Editors </b>\n</p><p>\n<b>About RELX </b>\n</p><p>\nRELX is a global provider of information-based analytics and decision tools for professional and business customers. The Group serves customers in more than 180 countries and has offices in about 40 countries. It employs more than 33,000 people of whom almost half are in North America. The shares of RELX PLC, the parent company, are traded on the London, Amsterdam and New York stock exchanges using the following ticker symbols: London: REL; Amsterdam: REN; New York: RELX. The market capitalisation is approximately £37bn/€43bn/$52bn.\n</p><p><img src=\"https://cts.businesswire.com/ct/CT?id=bwnews&sty=20210421005904r1&sid=acqr8&distro=nx&lang=en\"/><span></span></p><p><span>View source version on businesswire.com: </span><span>https://www.businesswire.com/news/home/20210421005904/en/</span></p>\n<p>\n<b>ENQUIRIES:\n</b><b>Colin Tennant (Investors)\n</b>+44 (0)20 7166 5751\n</p><p>\n<b>Paul Abrahams (Media)\n</b>+44 (0)20 7166 5724\n</p>\n<p>Source: RELX NV</p> </div></body></html>","source":"highlight_streetinsider","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>TRADING UPDATE – April 2021</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\">\nTRADING UPDATE – April 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 14:00 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18292843><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n\n7.00am BST\n22 April 2021\n\nRELX, the global provider of information-based analytics and decision tools, has issued the following update on trading ahead ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18292843\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18292843","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129807982","content_text":"AMSTERDAM--(BUSINESS WIRE)--\nRegulatory News:\n\n7.00am BST\n22 April 2021\n\nRELX, the global provider of information-based analytics and decision tools, has issued the following update on trading ahead of its Annual General Meeting, reaffirming the outlook for the full year.\n\n\n\nHighlights\n\n\n\nOur three largest business areas, STM, Risk and Legal, which together accounted for 95% of revenue in 2020, have started the year well.\n\n\nExhibitions, which accounted for 5% of revenue in 2020, has continued to be impacted significantly by the Covid-19 pandemic.\n\n\n\nFull year outlook\n\n\n\nWe continue to expect each of our three largest business areas, STM, Risk and Legal, to deliver another year of underlying revenue and adjusted operating profit growth in 2021, similar to pre-Covid-19 trends. The timing and pace of recovery in Exhibitions remains uncertain.\n\n\n\n\n\nScientific, Technical & Medical (38% of 2020 revenue)\n\n\nElectronic revenue, which represents around 85% of the divisional total, has continued to grow well. Print revenues have stabilised following the Covid-19 related disruption in the first half of 2020.\n\n\nTrends in our customer environment continue to vary somewhat by segment. In Primary Research we have continued to see strong growth in article submissions. Open access revenues are continuing to grow very strongly across geographies. Databases & tools and e-reference have started the year well.\n\n\nFull year outlook: We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth slightly exceeding underlying revenue growth.\n\n\nRisk (34% of 2020 revenue)\n\n\nTransactional revenue, which represents around 60% of the divisional total, has seen good growth rates at the start of the year stepping up further from mid-March as we begin to lap last year’s Covid-19 related disruption. Subscription revenue, which represents around 40% of the divisional total, has remained resilient overall, albeit with some impact from delays in customer product implementations last year.\n\n\nIn Business Services, demand for fraud prevention and identity products continues to grow strongly, with the digital identity segment growing particularly well. Insurance market activity is now showing strong growth against the disrupted comparative period of the prior year. End customer markets for Data Services show varying dynamics, while Government continues to grow strongly.\n\n\nFull year outlook: We expect a year of strong underlying revenue growth, with the fundamentals of the majority of our customer markets in line with, or slightly ahead of, pre-Covid-19 trends. We expect underlying adjusted operating profit growth to broadly match underlying revenue growth.\n\n\nLegal (23% of 2020 revenue)\n\n\nElectronic revenue, which represents around 85% of the divisional total, has continued to see good growth. The rate of print revenue decline has moderated somewhat following steeper than historical declines in 2020 due to Covid-19 related disruption.\n\n\nTrends in our major customer markets are stable, with good demand for our market leading legal analytics and continued roll-out of integrated functionality across our solutions.\n\n\nFull year outlook: We expect another year of modest underlying revenue growth, with underlying adjusted operating profit growth exceeding underlying revenue growth.\n\n\nExhibitions (5% of 2020 revenue)\n\n\nExhibitions continues to be significantly impacted by Covid-19. So far this year we have held 56 physical events, primarily in Japan and China, with one held in the US in March. Government restrictions have prevented most events from taking place in Europe and the Americas, and have constrained the scale of many events elsewhere. We have continued to develop and launch a range of new digital initiatives in support of our customers and event brands.\n\n\nFull year outlook: The evolving Covid-19 pandemic will continue to impact our ability to hold physical events, making the outlook for the year uncertain.\n\n\nUnderlying growth rates are calculated at constant currencies, excluding the results of acquisitions until twelve months after purchase, and excluding the results of disposals and assets held for sale. Underlying revenue growth rates also exclude exhibition cycling, and timing effects. \n\n-ENDS-\n\nDisclaimer regarding forward-looking statements\nThis announcement contains forward‐looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX PLC (together with its subsidiaries, “RELX”, “we” or “our”) to differ materially from those expressed in any forward‐looking statement. We consider any statements that are not historical facts to be “forward‐looking statements”. The terms “outlook”, “estimate”, “forecast”, “project”, “plan”, “intend”, “expect”, “should”, “will”, “believe”, “trends” and similar expressions may indicate a forward‐looking statement. Important factors that could cause actual results or outcomes to differ materially from estimates or forecasts contained in the forward‐looking statements include, among others: current and future economic, political and market forces; the impact of the Covid‐19 pandemic as well as other pandemics or epidemics; changes in law and legal interpretations affecting RELX intellectual property rights and internet communications; regulatory and other changes regarding the collection, transfer or use of third‐party content and data; changes in the payment model for our products; demand for RELX products and services; competitive factors in the industries in which RELX operates; ability to realise the future anticipated benefits of acquisitions; significant failure or interruption of our systems; exhibitors’ and attendees’ ability and desire to attend face‐to‐face events and availability of event venues; compromises of our data security systems or other unauthorised access to our databases; legislative, fiscal, tax and regulatory developments and political risks; exchange rate fluctuations; and other risks referenced from time to time in the filings of RELX PLC with the US Securities and Exchange Commission (SEC). You should not place undue reliance on these forward‐looking statements, which speak only as of the date of this announcement. Except as may be required by law, we undertake no obligation to publicly update or release any revisions to these forward‐looking statements to reflect events or circumstances after the date of this announcement or to reflect the occurrence of unanticipated events.\n\nNotes for Editors \n\nAbout RELX \n\nRELX is a global provider of information-based analytics and decision tools for professional and business customers. The Group serves customers in more than 180 countries and has offices in about 40 countries. It employs more than 33,000 people of whom almost half are in North America. The shares of RELX PLC, the parent company, are traded on the London, Amsterdam and New York stock exchanges using the following ticker symbols: London: REL; Amsterdam: REN; New York: RELX. The market capitalisation is approximately £37bn/€43bn/$52bn.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210421005904/en/\n\nENQUIRIES:\nColin Tennant (Investors)\n+44 (0)20 7166 5751\n\nPaul Abrahams (Media)\n+44 (0)20 7166 5724\n\nSource: RELX NV","news_type":1},"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}