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skychin
2021-12-31
赞👍🏻
抱歉,原内容已删除
skychin
2021-12-17
加油!
@Eyoviel:
$Meta Materials Inc.(MMAT)$
the love hate relationship I have with you is real. :x
skychin
2021-12-17
还会下吗?
开盘:恒指微幅低开0.05%,医药股走高
skychin
2021-11-08
守为攻![微笑]
外媒头条:伯克希尔业绩大降!巴菲特持有现金再创新高
skychin
2021-10-11
[财迷] [财迷] [财迷] [财迷]
抱歉,原内容已删除
skychin
2021-10-11
美[财迷]
美国前财长警告:10年期国债收益率可能飙升到3.5%
skychin
2021-10-11
太棒了![微笑]
吉利汽车:9月汽车销量103936辆,同比减少18%
skychin
2021-10-04
太棒了![微笑]
新冠特效药吓崩疫苗股,其实结局早已注定?
skychin
2021-09-01
棒棒地![强]
高位闪崩!近20只光伏概念股跌停,发生了什么?
skychin
2021-09-01
棒极了[强]
抱歉,原内容已删除
skychin
2021-08-27
哇😯
抱歉,原内容已删除
skychin
2021-08-27
晶片货源每天都缺货。
抱歉,原内容已删除
skychin
2021-08-25
他们是最有实力的![强]
抱歉,原内容已删除
skychin
2021-08-25
加油![微笑]
抱歉,原内容已删除
skychin
2021-08-22
静观其变!!![微笑] [微笑] [微笑]
抱歉,原内容已删除
skychin
2021-08-21
太棒了![微笑] [微笑] [微笑]
抱歉,原内容已删除
skychin
2021-07-28
每天看我家那的麦当劳就知道他的业绩。
麦当劳:Q2营收58.9亿美元,超出市场预期
skychin
2021-07-28
[财迷] [财迷] [财迷] [财迷] [财迷]
抱歉,原内容已删除
skychin
2021-07-27
没有最低只有更低
恒生科技指数大跌9%,恒指跌破25000点关口
skychin
2021-07-14
可以进场了吗?还是要等多一下?[财迷]
小鹏汽车港股午后小幅跳水,现跌近4%
去老虎APP查看更多动态
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09:21","market":"hk","language":"zh","title":"开盘:恒指微幅低开0.05%,医药股走高","url":"https://stock-news.laohu8.com/highlight/detail?id=1151267081","media":"老虎资讯综合","summary":"12月17日讯,港股三大指数低开,恒指跌0.05%,国指跌0.41%,恒生科技指数跌0.8%。盘面上,隔夜美股科技股重挫,港股大型科技股集体低开,阿里巴巴、网易跌超2%,腾讯跌超1%,百度、京东等皆有","content":"<p>12月17日讯,港股三大指数低开,恒指跌0.05%,国指跌0.41%,恒生科技指数跌0.8%。<img src=\"https://static.tigerbbs.com/6b70990375d938fa9280aa669f228919\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上,隔夜美股科技股重挫,港股大型科技股集体低开,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/09999\">网易</a>跌超2%,腾讯跌超1%,<a href=\"https://laohu8.com/S/09888\">百度</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>等皆有跌幅;保险股、乳制品股、光伏股、体育用品股普跌,<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>大跌近10%,<a href=\"https://laohu8.com/S/00968\">信义光能</a>跌超4%,<a href=\"https://laohu8.com/S/601318\">中国平安</a>跌超3%,近期强势的电力股多数低开,<a href=\"https://laohu8.com/S/00916\">龙源电力</a>跌超2%;另一方面,生物技术股再度集体反弹,美国商务部制裁名单不涉及医药公司;医药股走高,<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>涨近13%;<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/300759\">康龙化成</a>大涨超7%,内房股与物管股多数上涨。</p>\n<p><a href=\"https://laohu8.com/S/09666\">金科服务</a>复牌涨近15%,成功引进博裕作为公司战略投资者。</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>开盘:恒指微幅低开0.05%,医药股走高</title>\n<style 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src=\"https://static.tigerbbs.com/6b70990375d938fa9280aa669f228919\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上,隔夜美股科技股重挫,港股大型科技股集体低开,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/09999\">网易</a>跌超2%,腾讯跌超1%,<a href=\"https://laohu8.com/S/09888\">百度</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>等皆有跌幅;保险股、乳制品股、光伏股、体育用品股普跌,<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>大跌近10%,<a href=\"https://laohu8.com/S/00968\">信义光能</a>跌超4%,<a href=\"https://laohu8.com/S/601318\">中国平安</a>跌超3%,近期强势的电力股多数低开,<a href=\"https://laohu8.com/S/00916\">龙源电力</a>跌超2%;另一方面,生物技术股再度集体反弹,美国商务部制裁名单不涉及医药公司;医药股走高,<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>涨近13%;<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/300759\">康龙化成</a>大涨超7%,内房股与物管股多数上涨。</p>\n<p><a href=\"https://laohu8.com/S/09666\">金科服务</a>复牌涨近15%,成功引进博裕作为公司战略投资者。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"159938":"医药","513600":"恒生指数ETF","BK1515":"抗疫概念","BK1161":"生物科技","BK1574":"生物医药B类股","02833":"恒指ETF","09939":"开拓药业-B","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151267081","content_text":"12月17日讯,港股三大指数低开,恒指跌0.05%,国指跌0.41%,恒生科技指数跌0.8%。盘面上,隔夜美股科技股重挫,港股大型科技股集体低开,阿里巴巴、网易跌超2%,腾讯跌超1%,百度、京东等皆有跌幅;保险股、乳制品股、光伏股、体育用品股普跌,中国飞鹤大跌近10%,信义光能跌超4%,中国平安跌超3%,近期强势的电力股多数低开,龙源电力跌超2%;另一方面,生物技术股再度集体反弹,美国商务部制裁名单不涉及医药公司;医药股走高,再鼎医药涨近13%;药明康德、康龙化成大涨超7%,内房股与物管股多数上涨。\n金科服务复牌涨近15%,成功引进博裕作为公司战略投资者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845694885,"gmtCreate":1636333307326,"gmtModify":1636333307514,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"守为攻![微笑] ","listText":"守为攻![微笑] ","text":"守为攻![微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845694885","repostId":"2181723511","repostType":2,"repost":{"id":"2181723511","kind":"news","pubTimestamp":1636321200,"share":"https://www.laohu8.com/m/news/2181723511?lang=&edition=full","pubTime":"2021-11-08 05:40","market":"fut","language":"zh","title":"外媒头条:伯克希尔业绩大降!巴菲特持有现金再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2181723511","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、美参议员提出法案 拟限制科技巨头收购竞争对手\n\n\n2、沙特阿拉伯超预期上调油价 此前OPEC+对美国的增产呼吁不予理睬\n\n\n3、伯克希尔三季度业绩","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p>\n<blockquote>\n <b>1、美参议员提出法案 拟限制科技巨头收购竞争对手</b>\n</blockquote>\n<blockquote>\n <b>2、沙特阿拉伯超预期上调油价 此前OPEC+对美国的增产呼吁不予理睬</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>三季度业绩大降逾六成 巴菲特手握1492亿美元现金储备</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>将退出主经纪商业务 重心转向财富管理</b>\n</blockquote>\n<blockquote>\n <b>5、大型科技股公司估值过高 分析师建议分散投资</b>\n</blockquote>\n<blockquote>\n <b>6、美国消费价格涨幅会达到1990年以来的最高水平吗?</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/faf0308efebc113101bff15ad31bd5ec\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美参议员提出法案 拟限制科技巨头收购竞争对手</b></p>\n<p>当地时间周五(11月5日),美国参议院司法委员会反垄断小组主席、民主党参议员Amy Klobuchar的办公室表示,Klobuchar和共和党参议员Tom Cotton提出了一项针对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和Facebook等大型科技公司的法案。</p>\n<p>该法案将使政府更容易阻止其认为违反反垄断法的交易,法案要求这些科技公司需要向法官证明其进行的收购交易有利于竞争,因此是合法的。</p>\n<p>“我们看到越来越多的公司选择收购竞争对手,而不是与其竞争。”参议员Klobuchar在一份声明中表示,“这项两党立法将使占主导地位的数字平台更难消除竞争对手,并增强平台的市场影响力,从而终结这些反竞争收购。”</p>\n<p>其他提出的法案试图控制科技公司过大的市场力量,包括像<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这样的行业领袖。到目前为止,没有一项成为法律,尽管参议院通过了一项将增加反垄断执法人员资源的法律。</p>\n<p><img src=\"https://static.tigerbbs.com/35b363ef27cd5bd0b7c40db27e78638a\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>沙特阿拉伯超预期上调油价 此前OPEC+对美国的增产呼吁不予理睬</b></p>\n<p>全球最大独立石油交易商Vitol称,沙特阿拉伯调高油价的幅度高于预期,这反映该国很可能将继续抵制美国要求其增产的压力。</p>\n<p>OPEC+上周四(11月4日)决定维持12月减产收缩幅度40万桶不变后,沙特阿美在上周五调高12月付运予亚洲、美国与欧洲客户的官方售价(OSP)差额。</p>\n<p>Vitol亚洲主管Mike Muller表示,虽然调升幅度不是很大,但也高于市场估计,而且亚洲OSP已经升至本世纪第三高,这反映出沙特阿美猜测OPEC+将不会大幅度增产。</p>\n<p>在OPEC+会议后,沙特能源部长阿卜杜勒表示,欧佩克保持了石油市场比天然气和煤炭市场更加平衡。由于供应紧张,欧洲部分地区这两种燃料的价格近几个月飙升至创纪录水平。</p>\n<p>自6月底以来,欧洲的天然气期货价格上涨了一倍多,煤炭价格上涨了25%。相比之下,布伦特原油价格上涨了10%。</p>\n<p>“石油不是问题所在,”阿卜杜勒表示,“问题是能源综合体正在经历浩劫和地狱。”</p>\n<p><img src=\"https://static.tigerbbs.com/699f5e49a5510a2fdedb539cc79d3dc6\" tg-width=\"501\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>三季度业绩大降逾六成 巴菲特手握1492亿美元现金储备</b></p>\n<p>当地时间周六(11月6日)早晨,伯克希尔哈撒韦披露最新财报,公司表示全球供应链的中断限制了其创收能力,而公平成本的上升则促使该公司进行回购,增加资金储备。</p>\n<p>根据公司披露,Q3总共实现营收705亿美元,去年同期为630亿美元,市场预期742亿美元。实现归属于公司股东的净利润103.44亿美元,同比下降65.68%;截至三季度末,其现金储备达到创纪录的1492亿美元。</p>\n<p>伯克希尔三季度的保险业务亏损大幅扩大。由于伯克希尔旗下的保险公司受到了包括飓风艾达在内的风暴冲击,该业务的承保损失在第三季度扩大到7.84亿美元,较去年同期2.13亿美元的损失大幅扩大,其三大保险集团都报告了承保损失。</p>\n<p>财报显示,第三季度的现金储备达到1492亿美元的新高,超过2020年初创下的纪录高点。尽管在此期间,巴菲特还投入76亿美元回购本公司股票,创出2018年董事会调整回购政策以来纪录第三高水平。</p>\n<p>巴菲特一直面临着伯克希尔钱太多但可供投资的高回报率资产欠缺的问题。由于最近几个季度没有重大交易,这位伯克希尔首席执行官经常将回购作为用掉现金的一种方式。但即便是第三季度的回购水平上升,仍不足以阻止伯克希尔的资金量膨胀。</p>\n<p><img src=\"https://static.tigerbbs.com/251e4aa32dcaa97605494ba2d2f280e5\" tg-width=\"550\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>将退出主经纪商业务 重心转向财富管理</b></p>\n<p>瑞士信贷集团上周四宣布,将退出主经纪商业务,并将重心从投行转向财富管理。Archegos爆仓事件后,瑞士信贷新任董事长希望降低公司的风险敞口。</p>\n<p>António Horta-Osório是瑞信的新任董事长,他周四(11月4日)公布第三季度强劲业绩的同时还披露了他的战略。他告诉分析师,“没有速效的解决办法,还有很多工作要做”。Horta-Osório称将限制其投资银行家,并将资金投入财富管理领域。瑞信正努力遏制放任自流的文化,这种文化已使其在一系列丑闻中损失了数十亿美元。</p>\n<p>Horta-Osório计划对瑞士信贷集团实施改革,Horta-Osório将调整一些资本配置和报告关系,但他的主要目标是强化瑞信的风险文化,同时保持其创业精神。</p>\n<p>Horta-Osório对瑞士报纸表示,瑞信的大股东支持其新策略,并表示瑞信还将改革高管薪酬体系,以降低风险。</p>\n<p>根据Refinitiv的数据,瑞信最大的股东Harris Associates持有4.9%的股份。Harris Associates也在周日发表的另一篇采访中支持这一策略。</p>\n<p><img src=\"https://static.tigerbbs.com/37fdff570a6105619fb0c13aaa52beb3\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p>\n<p><b>大型科技股公司估值过高 分析师建议分散投资</b></p>\n<p>美国部分大型科技股估计在业绩公布后不断上升,相关龙头的股价在今年升幅相当厉害,有分析师建议投资者考虑多元化,转持其它落后大市的公司。</p>\n<p>一些投资者担心,科技龙头的估值处于极高水平。以<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet为例,其股价相当于26.6倍预期市盈率,远高于标普500指数的21.1倍;<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价相当于26.2倍预期市盈率。信息技术板块相当于26.4倍预期市盈率。</p>\n<p>Natixis Investment Managers Solutions的投资组合策略师Garret Melson认为,大型科技股公司短期将有调整压力,因为基金经理获利回吐的诱因高,而且可能把资金转至其他更具上升潜力的行业。Melson认为金融和能源等能从经济增长中受益的行业,年底前可能会挑战大型科技股。</p>\n<p>同样看好能源与分析行业的还有DataTrek,该行分析师认为这两个行业截止年底的回报将可与科技股看齐。“科技股很可能保持稳健增长,但在投资者可考虑组合多元化,寻找对经济基本面改善有更多敞口的行业。”</p>\n<p>Janus Henderson投资组合经理兼科技板块主管Denny Fish表示,科技股偏高,<a href=\"https://laohu8.com/S/QCOM\">高通</a>胀并不利于该类公司,因此已经调整组合,转持那些将从巨头成长中获益的小型公司。Fish看好澳大利亚软件开发公司Atlassian $PLC(<a href=\"https://laohu8.com/S/PLC\">PLC</a>)$的股票,该公司的产品管理工具“增强”了<a href=\"https://laohu8.com/S/MSFT\">微软</a>的应用程序套件,以及加拿大电子商务公司<a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>的股票,该公司受益于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的增长。</p>\n<p><img src=\"https://static.tigerbbs.com/567d6fd3c74d4342c28ae73668e117ab\" tg-width=\"550\" tg-height=\"328\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国消费价格涨幅会达到1990年以来的最高水平吗?</b></p>\n<p>上周五,美国众议院以228票对206票获得通过了一项超过1万亿美元的跨党派基础设施法案,接下来法案将提交给拜登签署,成为民主党政府自春季批准1.9万亿美元的救助计划以来最重要立法成就。</p>\n<p>本周,在数据方面,通胀将成为焦点。周三,美国劳工统计局将公布美国10月份消费者价格指数(CPI),预计CPI数据会再次加速增长,结束持续的温和增长,并加剧人们对高通胀持续时间将超过预期的担忧。</p>\n<p>华尔街经济学家预测,CPI预计将较去年同期上涨5.8%。这比9月份的5.4%有所改善,是自1990年以来的最高水平。</p>\n<p>彭博一致预测显示,物价环比上涨0.6%。在8月和9月之间,上涨了0.4%。</p>\n<p>如果不包括食品和能源等波动较大的大宗商品,预计10月份的价格涨幅将较为温和,但仍将保持高位。核心CPI预计将从9月份的4%上升至4.3%。预计比前一个月增长0.4%,是前一个月的两倍。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条:伯克希尔业绩大降!巴菲特持有现金再创新高</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外媒头条:伯克希尔业绩大降!巴菲特持有现金再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-08 05:40 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-08/doc-iktzscyy4241168.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、美参议员提出法案 拟限制科技巨头收购竞争对手\n\n\n2、沙特阿拉伯超预期上调油价 此前OPEC+对美国的增产呼吁不予理睬\n\n\n3、伯克希尔三季度业绩大降逾六成 巴菲特手握1492亿美元现金储备\n\n\n4、瑞士信贷将退出主经纪商业务 重心转向财富管理\n\n\n5、大型科技股公司估值过高 分析师建议分散投资\n\n\n6、美国消费价格涨幅会达到1990年以来的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-08/doc-iktzscyy4241168.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8356647b06585ac937a0f45e6aeb17","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BRK.B":"伯克希尔B",".SPX":"S&P 500 Index","BRK.A":"伯克希尔"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-08/doc-iktzscyy4241168.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2181723511","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、美参议员提出法案 拟限制科技巨头收购竞争对手\n\n\n2、沙特阿拉伯超预期上调油价 此前OPEC+对美国的增产呼吁不予理睬\n\n\n3、伯克希尔三季度业绩大降逾六成 巴菲特手握1492亿美元现金储备\n\n\n4、瑞士信贷将退出主经纪商业务 重心转向财富管理\n\n\n5、大型科技股公司估值过高 分析师建议分散投资\n\n\n6、美国消费价格涨幅会达到1990年以来的最高水平吗?\n\n\n美参议员提出法案 拟限制科技巨头收购竞争对手\n当地时间周五(11月5日),美国参议院司法委员会反垄断小组主席、民主党参议员Amy Klobuchar的办公室表示,Klobuchar和共和党参议员Tom Cotton提出了一项针对谷歌和Facebook等大型科技公司的法案。\n该法案将使政府更容易阻止其认为违反反垄断法的交易,法案要求这些科技公司需要向法官证明其进行的收购交易有利于竞争,因此是合法的。\n“我们看到越来越多的公司选择收购竞争对手,而不是与其竞争。”参议员Klobuchar在一份声明中表示,“这项两党立法将使占主导地位的数字平台更难消除竞争对手,并增强平台的市场影响力,从而终结这些反竞争收购。”\n其他提出的法案试图控制科技公司过大的市场力量,包括像苹果这样的行业领袖。到目前为止,没有一项成为法律,尽管参议院通过了一项将增加反垄断执法人员资源的法律。\n\n沙特阿拉伯超预期上调油价 此前OPEC+对美国的增产呼吁不予理睬\n全球最大独立石油交易商Vitol称,沙特阿拉伯调高油价的幅度高于预期,这反映该国很可能将继续抵制美国要求其增产的压力。\nOPEC+上周四(11月4日)决定维持12月减产收缩幅度40万桶不变后,沙特阿美在上周五调高12月付运予亚洲、美国与欧洲客户的官方售价(OSP)差额。\nVitol亚洲主管Mike Muller表示,虽然调升幅度不是很大,但也高于市场估计,而且亚洲OSP已经升至本世纪第三高,这反映出沙特阿美猜测OPEC+将不会大幅度增产。\n在OPEC+会议后,沙特能源部长阿卜杜勒表示,欧佩克保持了石油市场比天然气和煤炭市场更加平衡。由于供应紧张,欧洲部分地区这两种燃料的价格近几个月飙升至创纪录水平。\n自6月底以来,欧洲的天然气期货价格上涨了一倍多,煤炭价格上涨了25%。相比之下,布伦特原油价格上涨了10%。\n“石油不是问题所在,”阿卜杜勒表示,“问题是能源综合体正在经历浩劫和地狱。”\n\n伯克希尔三季度业绩大降逾六成 巴菲特手握1492亿美元现金储备\n当地时间周六(11月6日)早晨,伯克希尔哈撒韦披露最新财报,公司表示全球供应链的中断限制了其创收能力,而公平成本的上升则促使该公司进行回购,增加资金储备。\n根据公司披露,Q3总共实现营收705亿美元,去年同期为630亿美元,市场预期742亿美元。实现归属于公司股东的净利润103.44亿美元,同比下降65.68%;截至三季度末,其现金储备达到创纪录的1492亿美元。\n伯克希尔三季度的保险业务亏损大幅扩大。由于伯克希尔旗下的保险公司受到了包括飓风艾达在内的风暴冲击,该业务的承保损失在第三季度扩大到7.84亿美元,较去年同期2.13亿美元的损失大幅扩大,其三大保险集团都报告了承保损失。\n财报显示,第三季度的现金储备达到1492亿美元的新高,超过2020年初创下的纪录高点。尽管在此期间,巴菲特还投入76亿美元回购本公司股票,创出2018年董事会调整回购政策以来纪录第三高水平。\n巴菲特一直面临着伯克希尔钱太多但可供投资的高回报率资产欠缺的问题。由于最近几个季度没有重大交易,这位伯克希尔首席执行官经常将回购作为用掉现金的一种方式。但即便是第三季度的回购水平上升,仍不足以阻止伯克希尔的资金量膨胀。\n\n瑞士信贷将退出主经纪商业务 重心转向财富管理\n瑞士信贷集团上周四宣布,将退出主经纪商业务,并将重心从投行转向财富管理。Archegos爆仓事件后,瑞士信贷新任董事长希望降低公司的风险敞口。\nAntónio Horta-Osório是瑞信的新任董事长,他周四(11月4日)公布第三季度强劲业绩的同时还披露了他的战略。他告诉分析师,“没有速效的解决办法,还有很多工作要做”。Horta-Osório称将限制其投资银行家,并将资金投入财富管理领域。瑞信正努力遏制放任自流的文化,这种文化已使其在一系列丑闻中损失了数十亿美元。\nHorta-Osório计划对瑞士信贷集团实施改革,Horta-Osório将调整一些资本配置和报告关系,但他的主要目标是强化瑞信的风险文化,同时保持其创业精神。\nHorta-Osório对瑞士报纸表示,瑞信的大股东支持其新策略,并表示瑞信还将改革高管薪酬体系,以降低风险。\n根据Refinitiv的数据,瑞信最大的股东Harris Associates持有4.9%的股份。Harris Associates也在周日发表的另一篇采访中支持这一策略。\n\n大型科技股公司估值过高 分析师建议分散投资\n美国部分大型科技股估计在业绩公布后不断上升,相关龙头的股价在今年升幅相当厉害,有分析师建议投资者考虑多元化,转持其它落后大市的公司。\n一些投资者担心,科技龙头的估值处于极高水平。以谷歌母公司Alphabet为例,其股价相当于26.6倍预期市盈率,远高于标普500指数的21.1倍;苹果股价相当于26.2倍预期市盈率。信息技术板块相当于26.4倍预期市盈率。\nNatixis Investment Managers Solutions的投资组合策略师Garret Melson认为,大型科技股公司短期将有调整压力,因为基金经理获利回吐的诱因高,而且可能把资金转至其他更具上升潜力的行业。Melson认为金融和能源等能从经济增长中受益的行业,年底前可能会挑战大型科技股。\n同样看好能源与分析行业的还有DataTrek,该行分析师认为这两个行业截止年底的回报将可与科技股看齐。“科技股很可能保持稳健增长,但在投资者可考虑组合多元化,寻找对经济基本面改善有更多敞口的行业。”\nJanus Henderson投资组合经理兼科技板块主管Denny Fish表示,科技股偏高,高通胀并不利于该类公司,因此已经调整组合,转持那些将从巨头成长中获益的小型公司。Fish看好澳大利亚软件开发公司Atlassian $PLC(PLC)$的股票,该公司的产品管理工具“增强”了微软的应用程序套件,以及加拿大电子商务公司Shopify Inc的股票,该公司受益于亚马逊的增长。\n\n美国消费价格涨幅会达到1990年以来的最高水平吗?\n上周五,美国众议院以228票对206票获得通过了一项超过1万亿美元的跨党派基础设施法案,接下来法案将提交给拜登签署,成为民主党政府自春季批准1.9万亿美元的救助计划以来最重要立法成就。\n本周,在数据方面,通胀将成为焦点。周三,美国劳工统计局将公布美国10月份消费者价格指数(CPI),预计CPI数据会再次加速增长,结束持续的温和增长,并加剧人们对高通胀持续时间将超过预期的担忧。\n华尔街经济学家预测,CPI预计将较去年同期上涨5.8%。这比9月份的5.4%有所改善,是自1990年以来的最高水平。\n彭博一致预测显示,物价环比上涨0.6%。在8月和9月之间,上涨了0.4%。\n如果不包括食品和能源等波动较大的大宗商品,预计10月份的价格涨幅将较为温和,但仍将保持高位。核心CPI预计将从9月份的4%上升至4.3%。预计比前一个月增长0.4%,是前一个月的两倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828737706,"gmtCreate":1633944672126,"gmtModify":1633944672195,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"[财迷] [财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828737706","repostId":"1117817811","repostType":4,"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828737468,"gmtCreate":1633944655989,"gmtModify":1633944656099,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"美[财迷] ","listText":"美[财迷] ","text":"美[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828737468","repostId":"2174068439","repostType":4,"repost":{"id":"2174068439","kind":"highlight","pubTimestamp":1633943137,"share":"https://www.laohu8.com/m/news/2174068439?lang=&edition=full","pubTime":"2021-10-11 17:05","market":"us","language":"zh","title":"美国前财长警告:10年期国债收益率可能飙升到3.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2174068439","media":"华尔街见闻","summary":"周四,美国前财长姆努钦在彭博全球投资会议上就政府债务突破上限以及拜登政府的超支行为提出警告,担心这可能进一步加剧通胀。\n姆努钦表示,他担心这将是持续的通胀,美国10年期国债收益率可能轻松达到3.5%,","content":"<p>周四,美国前财长姆努钦在彭博全球投资会议上就政府债务突破上限以及拜登政府的超支行为提出警告,担心这可能进一步加剧通胀。</p>\n<p>姆努钦表示,他担心这将是持续的通胀,美国10年期国债收益率可能轻松达到3.5%,进而抬高政府举债成本并产生预算问题。</p>\n<p>姆努钦未明确指出美债收益率何时会达到如此水平,但从数据来看自去年十月份,美债收益率一直处于上升的状态。10月10日,10年期美国国债收益率收盘报1.615%,为6月份以来的最高水平。</p>\n<p>姆努钦进一步指出,油价上涨是通胀压力上升的有力证据,美联储是时候让货币政策正常化了。他在接受彭博社采访时表示,应该围绕什么是国家债务和政府支出的合适水平展开讨论。</p>\n<p>上个月,六位前财政部长“联名上书”,写信呼吁国会提高债务上限。姆努钦并没有加入其中,但他明确表示支持及时处理这一问题以避免危机。他说,不能让美国拖欠债务。</p>\n<p>在他发表上述言论之际,国会议员力达成妥协,允许暂时提高债务上限。财政部长耶伦此前表示,如果国会不提高或废除债务上限,政府可能在10月18日后无法履行其财政义务。</p>\n<p>姆努钦说,特朗普政府花费的数十亿美元是为了应对新冠疫情等公共卫生事件。他表示,目前美国不再处于医疗危机之中。</p>\n<p>姆努钦进一步表示,现在的积极消息是美国经济正在复苏,他支持两党合作的基础设施项目。然而,他警告说,如果拜登总统提出的财政支出项目通过,债务与GDP比值过高,可能变得危险。</p>\n<p>姆努钦现年58岁,被特朗普政府期间任命为财政部长之前,是一名银行家、私人投资者和电影制片人,最近又回到了投资领域。他成立了<a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a>战略投资,专注的投资领域有技术、金融服务和金融科技等,其私募股权投资筹集了约25亿美元,其中大部分资金来自中东的主权财富基金,包括沙特公共投资基金等。</p>\n<p>此外,他就稳定币的风险发表了评论,称发行稳定币,现金必须存放在受监管的银行的经常账户中,持有稳定币的人可以随时将这些货币兑换成真正的美元。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国前财长警告:10年期国债收益率可能飙升到3.5%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国前财长警告:10年期国债收益率可能飙升到3.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 17:05 北京时间 <a href=https://wallstreetcn.com/articles/3642009><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四,美国前财长姆努钦在彭博全球投资会议上就政府债务突破上限以及拜登政府的超支行为提出警告,担心这可能进一步加剧通胀。\n姆努钦表示,他担心这将是持续的通胀,美国10年期国债收益率可能轻松达到3.5%,进而抬高政府举债成本并产生预算问题。\n姆努钦未明确指出美债收益率何时会达到如此水平,但从数据来看自去年十月份,美债收益率一直处于上升的状态。10月10日,10年期美国国债收益率收盘报1.615%,为6...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3642009\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3642009","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174068439","content_text":"周四,美国前财长姆努钦在彭博全球投资会议上就政府债务突破上限以及拜登政府的超支行为提出警告,担心这可能进一步加剧通胀。\n姆努钦表示,他担心这将是持续的通胀,美国10年期国债收益率可能轻松达到3.5%,进而抬高政府举债成本并产生预算问题。\n姆努钦未明确指出美债收益率何时会达到如此水平,但从数据来看自去年十月份,美债收益率一直处于上升的状态。10月10日,10年期美国国债收益率收盘报1.615%,为6月份以来的最高水平。\n姆努钦进一步指出,油价上涨是通胀压力上升的有力证据,美联储是时候让货币政策正常化了。他在接受彭博社采访时表示,应该围绕什么是国家债务和政府支出的合适水平展开讨论。\n上个月,六位前财政部长“联名上书”,写信呼吁国会提高债务上限。姆努钦并没有加入其中,但他明确表示支持及时处理这一问题以避免危机。他说,不能让美国拖欠债务。\n在他发表上述言论之际,国会议员力达成妥协,允许暂时提高债务上限。财政部长耶伦此前表示,如果国会不提高或废除债务上限,政府可能在10月18日后无法履行其财政义务。\n姆努钦说,特朗普政府花费的数十亿美元是为了应对新冠疫情等公共卫生事件。他表示,目前美国不再处于医疗危机之中。\n姆努钦进一步表示,现在的积极消息是美国经济正在复苏,他支持两党合作的基础设施项目。然而,他警告说,如果拜登总统提出的财政支出项目通过,债务与GDP比值过高,可能变得危险。\n姆努钦现年58岁,被特朗普政府期间任命为财政部长之前,是一名银行家、私人投资者和电影制片人,最近又回到了投资领域。他成立了Liberty战略投资,专注的投资领域有技术、金融服务和金融科技等,其私募股权投资筹集了约25亿美元,其中大部分资金来自中东的主权财富基金,包括沙特公共投资基金等。\n此外,他就稳定币的风险发表了评论,称发行稳定币,现金必须存放在受监管的银行的经常账户中,持有稳定币的人可以随时将这些货币兑换成真正的美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828737231,"gmtCreate":1633944635765,"gmtModify":1633944635765,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"太棒了![微笑] ","listText":"太棒了![微笑] ","text":"太棒了![微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828737231","repostId":"1197881384","repostType":4,"repost":{"id":"1197881384","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633942806,"share":"https://www.laohu8.com/m/news/1197881384?lang=&edition=full","pubTime":"2021-10-11 17:00","market":"hk","language":"zh","title":"吉利汽车:9月汽车销量103936辆,同比减少18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197881384","media":"老虎资讯综合","summary":"较去年同期减少约18%,环比增涨约18%。","content":"<p>10月11日,<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>公告,于二零二一年九月之总销量(包含本集团拥有50%权益之合资公司即领克合资公司所销售领克品牌汽车的销量)为103,936部,较去年同期减少约18%,环比增涨约18%。</p>\n<p><img src=\"https://static.tigerbbs.com/27caa18038e5c65fcbf75947831daf28\" tg-width=\"1051\" tg-height=\"655\" referrerpolicy=\"no-referrer\"></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>吉利汽车:9月汽车销量103936辆,同比减少18%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n吉利汽车:9月汽车销量103936辆,同比减少18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-11 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月11日,<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>公告,于二零二一年九月之总销量(包含本集团拥有50%权益之合资公司即领克合资公司所销售领克品牌汽车的销量)为103,936部,较去年同期减少约18%,环比增涨约18%。</p>\n<p><img src=\"https://static.tigerbbs.com/27caa18038e5c65fcbf75947831daf28\" tg-width=\"1051\" tg-height=\"655\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a4a0d90587b4a1f8e70e6ef9eb66019","relate_stocks":{"00175":"吉利汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197881384","content_text":"10月11日,吉利汽车公告,于二零二一年九月之总销量(包含本集团拥有50%权益之合资公司即领克合资公司所销售领克品牌汽车的销量)为103,936部,较去年同期减少约18%,环比增涨约18%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820342436,"gmtCreate":1633355841165,"gmtModify":1633355889814,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"太棒了![微笑] ","listText":"太棒了![微笑] ","text":"太棒了![微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820342436","repostId":"2172995205","repostType":4,"repost":{"id":"2172995205","kind":"highlight","pubTimestamp":1633352374,"share":"https://www.laohu8.com/m/news/2172995205?lang=&edition=full","pubTime":"2021-10-04 20:59","market":"us","language":"zh","title":"新冠特效药吓崩疫苗股,其实结局早已注定?","url":"https://stock-news.laohu8.com/highlight/detail?id=2172995205","media":"格隆汇","summary":"如果这款新冠特效药真的面世,对于新冠疫苗生产商的打击究竟有多大?","content":"<p>国庆假期后香港第一个交易日,医疗板块迎来全线大跌。</p>\n<p>其中,疫苗概念股跌势尤为惨烈。<a href=\"https://laohu8.com/S/688185\">康希诺</a>、腾盛博药盘中一度暴跌逾26%,开拓药业暴跌近24%,<a href=\"https://laohu8.com/S/600196\">复星医药</a>暴跌逾21%,<a href=\"https://laohu8.com/S/01177\">中国生物制药</a>跌逾6%。在疫苗股的带动下,其他医药股也均下跌。<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>跌逾7%,<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>跌近5%,君实生物跌近3%。</p>\n<p><img src=\"https://static.tigerbbs.com/fed07225815530107ccb5c865e2f9153\" tg-width=\"1080\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上,港股生物医药股全线大跌,主要是受美股疫苗股拖累。美国当地时间10月1日,因生物医药巨头<a href=\"https://laohu8.com/S/MRK\">默沙东</a>宣布新冠肺炎的口服药物“molnupiravir ”在实验中将住院和死亡风险降低了50%,并将在未来几周内寻求FDA的紧急使用授权,美股疫苗股应声集体下跌。</p>\n<p>默沙东这项实验中的药物被华尔街成为“改变游戏规则者”,长时间来,国内外均达成共识,新冠病毒需要依靠疫苗进行免疫。这也让诸多新冠疫苗生产商在疫情期间赚得盆满钵满。如果这款新冠特效药真的面世,对于新冠疫苗生产商的打击究竟有多大?</p>\n<h3>01</h3>\n<h3><b>新冠特效药是何方神圣</b></h3>\n<p></p>\n<p></p>\n<p>据悉,此次默沙东宣布的这款实验性抗病毒药物molnupiravir是与 Ridgeback Biotherapeutics 共同研发。在III期研究的中期分析中,默沙东取得了积极的结果,非主要的高风险轻症新冠病毒患者住院或死亡的风险降低了50%。</p>\n<p>在与FDA沟通后,这一积极的结果也让默沙东决定停止该项目的III期研究,并尽快向美国FDA提交紧急使用授权(EUA)申请。如若申请通过,默沙东这款molnupiravir将会成为全球第一款口服抗新冠病毒的药物。</p>\n<p>药物原理上,molnupiravir这种小分子可以将错误的基因片段引入病毒的基因密码中,从而破坏病毒RNA聚合酶的工作,来达到防治新冠病毒在人体内大量繁殖的目的。</p>\n<p><img src=\"https://static.tigerbbs.com/6459de6aea3c3a8cf99496fb325fe17f\" tg-width=\"1045\" tg-height=\"697\" referrerpolicy=\"no-referrer\"></p>\n<p>与疫苗相比,molnupiravir作为口服特效药,相对而言,更加简单易用,同时成本更低,可以更加快速地广泛普及。加之,疫苗需要注射,造价高,对注射条件也有诸多限制,比如必须要在医院等有一定保障的医疗机构内进行,同时接受疫苗注射的群体必须是健康人群等。这些限制条件此前都或多或少加大了全球疫苗注射推广的难度。</p>\n<p>此外,这款新冠病毒特效药因原理是抑制病毒复制,与疫苗中和抗体针对病毒表面的S蛋白不同,稳定性更强。即使病毒表面的S蛋白发生异变,这款新冠特效药也依然有效。安全性上,实验中药物组与安慰剂组的不良反应出现率相似(35% vs 40%),且药物治疗相关不良事件发生率也具有可比性(12% vs 11%),有一定安全保障。</p>\n<p><b>不过,默沙东这款特效药也有明显缺点,即只能应用于患病早期轻症状态,且治疗窗口期较短,新冠病毒患者必须在出现症状后五天内进行服用治疗。</b></p>\n<p>据悉,默沙东在今年4月宣布与Cipla等五家印度仿制药厂商签订了关于molnupiravir的非独家自愿许可协议,允许这五家印度仿制药厂向104个中低收入国家生产销售这款新冠病毒特效药。如果molnupiravir能迅速获得FDA批准,默沙东预计将在年内生产1000万疗程的特效药。</p>\n<h3>02</h3>\n<h3><b>疫苗股受冲击</b></h3>\n<p></p>\n<p></p>\n<p>尽管不少专家在接受媒体采访时表示,<b>新冠特效药即使面世推广使用也无法取代疫苗,更多是作为一种补充。从治疗疗程来看,疫苗主要起到的是患病前的预防作用,而新冠特效药则是作用于已经患病后,预防性的疫苗与治疗性药物,属于完全不同的两个概念。</b>并且此药作为一种核苷酸类似物,通过基因复制来阻碍病毒繁殖,日后长期服用是否会引起基因突变等也依然存疑。</p>\n<p>但早在默沙东新冠特效药消息出来之前,已有生物医药厂商宣布退出新冠疫苗生产的赛道。9月28日,法国制药巨头<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>宣布,放弃MRNA新冠疫苗的研发。此前,德国生物技术公司Curevac取消了与两个潜在合作伙伴的实验性mRNA新冠疫苗和合同的生产交易。</p>\n<p><b>事实上,真正让业内与市场担忧的是全球疫苗产能过剩的问题。</b></p>\n<p>据世界卫生组织统计,全球共有超过300款处于临床阶段和临床前阶段,其中有121款新冠疫苗处于临床阶段,有194款新冠疫苗处于临床前研究阶段。</p>\n<p>其中,121款处于临床阶段的新冠疫苗中,又有8款上市后的疫苗正在开展4期临床研究,有36款候选疫苗正在开展3期或2/3期临床研究,9款正在开展2期临床研究。新冠疫苗研发的赛道以已经变得愈发拥挤。</p>\n<p>彭博社最新数据显示,目前全球已经有超过184个国家注射了总计超63.4亿剂次新冠疫苗,疫苗接种率达到41.3%。最新的注射频率达到了平均每天约3.1千万剂次。彭博社预计,如果按这个接种速度,只需要6个月,接种新冠疫苗的人数就能占到全球总人口的75%。</p>\n<p><img src=\"https://static.tigerbbs.com/dc4826ef29ebe4ad0d3db16a8bcef710\" tg-width=\"1080\" tg-height=\"674\" referrerpolicy=\"no-referrer\"></p>\n<p>时至今日,中国已经成为全世界新冠疫苗接种覆盖率最高的国家,已有79%的人口接种了新冠疫苗。其中,第一剂次接种率为82.5%,第二剂次接种率为74.8%。而世界人口第二大国印度则成为了每日疫苗接种速度最快的国家,平均每天约有683.2万剂次被注射。</p>\n<p><img src=\"https://static.tigerbbs.com/420d0bfeb55f2518121ed219d32436e2\" tg-width=\"723\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>自新冠疫情爆发后,虽然去年上半年受疫情影响开工率,但疫苗的逐渐推广还是让国内疫苗生产企业也赚得盆满钵满。</p>\n<p>今年上半年,康希诺实现营收20.61亿元,同比增长51057%;实现归母净利润9.37亿元,同比增长1017%。<a href=\"https://laohu8.com/S/300122\">智飞生物</a>实现营收131.71亿元,同比增长88.33%;实现归母净利润54.91亿元,同比增长265.94%。中国生物制药实现营收143.5亿元,同比增长13.5%;归母净利润为84.8亿元,同比增长583.6%。<a href=\"https://laohu8.com/S/02196\">复星医药</a>实现营收169.52亿元,同比增长20.85%;归母净利润为24.82%,同比增长44.77%。即使剔除去年上半年基数较低的影响,这些疫苗公司的盈利增速依然非常可观。</p>\n<p>不过,从股价上来看,这些疫苗股近段时间却连遭下跌。港股中,康希诺自2月高位至今,跌幅逾40%,复星医药从8月高位至今跌去56.6%,开拓药业自4月高位至今回撤约47%, 中国生物制药则从去年7月高位便开始阴跌路,至今共跌去40%。</p>\n<p>A股中,上半年,康希诺自6月高位至今跌去56%,智飞生物自5月高位回撤约29%,<a href=\"https://laohu8.com/S/300142\">沃森生物</a>则从8月高位跌去约33%。</p>\n<p>目前来看,营收较为依赖新冠疫苗业务且管线比较单一的公司,跌幅较大,如康希诺。而管线丰富,疫苗业务营收占比相对更小的公司如沃森生物、智飞生物等,抗跌能力更强。而复星生物因为不仅仅有疫苗业务,也有创新药业务,此前集采利空影响,也是造成股价下跌的因素之一。</p>\n<p>或许早已意识到国内接种率已经达到较高水平,部分国内疫苗公司已有出海意识。就在默沙东发布特效药消息的当日,巴西Biomm生物制药公司与中国康希诺<a href=\"https://laohu8.com/S/600201\">生物股份</a>公司签署协议,将引进康希诺生物股份公司生产的新冠疫苗,并将向巴西国家卫生监督局申请康希诺新冠疫苗的紧急使用权。不过,随着海外接种率的逐步提高,出海似乎并不能成为国内疫苗企业的救命稻草。</p>\n<p>之前终止新冠疫苗临床研究的赛诺菲则认为,<b>经过试验证明打了三针四针之后可能不需要每年都打,新冠疫苗本身的长期逻辑站不住脚。</b>这对相关公司疫苗业务的盈利可持续性也打上了问号。</p>\n<h3>03</h3>\n<h3><b>结语</b></h3>\n<p></p>\n<p></p>\n<p>新冠疫情爆发后至今,全球其实已经达成共识:人类将在很长一段时间都将与这位共同的敌人共存。而疫苗仍然是当前最为可靠的抵御病毒的方式。新冠特效药的出现更多是对疫苗的补充,而非替代。</p>\n<p>目前,国内疫苗接种率已经高达79%。特效药的出现,在高接种率的国家或许应用场景更窄。但在美国等海外国家,却能够起到更快控制疫情作用,尤其是在变异病株德尔塔病毒迅速传播的当下。受此影响,美国的消费者信心指数仍然处于低迷状态。</p>\n<p><img src=\"https://static.tigerbbs.com/7159f8fab8079f3712722d6dd46a0ea8\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p>\n<p>如若新冠特效药如果能顺利面世,对于美国及全球日后的疫情控制与经济常态化也将大有裨益。不过,对于疫苗概念股而言,有无新冠特效药,都无法改变增长将面对瓶颈的事实。</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新冠特效药吓崩疫苗股,其实结局早已注定?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 20:59 北京时间 <a href=http://www.gelonghui.com/p/489386><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国庆假期后香港第一个交易日,医疗板块迎来全线大跌。\n其中,疫苗概念股跌势尤为惨烈。康希诺、腾盛博药盘中一度暴跌逾26%,开拓药业暴跌近24%,复星医药暴跌逾21%,中国生物制药跌逾6%。在疫苗股的带动下,其他医药股也均下跌。再鼎医药跌逾7%,百济神州跌近5%,君实生物跌近3%。\n\n消息面上,港股生物医药股全线大跌,主要是受美股疫苗股拖累。美国当地时间10月1日,因生物医药巨头默沙东宣布新冠肺炎的...</p>\n\n<a href=\"http://www.gelonghui.com/p/489386\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d05a90add5846af0de33da4e734602db","relate_stocks":{"MRK":"默沙东"},"source_url":"http://www.gelonghui.com/p/489386","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2172995205","content_text":"国庆假期后香港第一个交易日,医疗板块迎来全线大跌。\n其中,疫苗概念股跌势尤为惨烈。康希诺、腾盛博药盘中一度暴跌逾26%,开拓药业暴跌近24%,复星医药暴跌逾21%,中国生物制药跌逾6%。在疫苗股的带动下,其他医药股也均下跌。再鼎医药跌逾7%,百济神州跌近5%,君实生物跌近3%。\n\n消息面上,港股生物医药股全线大跌,主要是受美股疫苗股拖累。美国当地时间10月1日,因生物医药巨头默沙东宣布新冠肺炎的口服药物“molnupiravir ”在实验中将住院和死亡风险降低了50%,并将在未来几周内寻求FDA的紧急使用授权,美股疫苗股应声集体下跌。\n默沙东这项实验中的药物被华尔街成为“改变游戏规则者”,长时间来,国内外均达成共识,新冠病毒需要依靠疫苗进行免疫。这也让诸多新冠疫苗生产商在疫情期间赚得盆满钵满。如果这款新冠特效药真的面世,对于新冠疫苗生产商的打击究竟有多大?\n01\n新冠特效药是何方神圣\n\n\n据悉,此次默沙东宣布的这款实验性抗病毒药物molnupiravir是与 Ridgeback Biotherapeutics 共同研发。在III期研究的中期分析中,默沙东取得了积极的结果,非主要的高风险轻症新冠病毒患者住院或死亡的风险降低了50%。\n在与FDA沟通后,这一积极的结果也让默沙东决定停止该项目的III期研究,并尽快向美国FDA提交紧急使用授权(EUA)申请。如若申请通过,默沙东这款molnupiravir将会成为全球第一款口服抗新冠病毒的药物。\n药物原理上,molnupiravir这种小分子可以将错误的基因片段引入病毒的基因密码中,从而破坏病毒RNA聚合酶的工作,来达到防治新冠病毒在人体内大量繁殖的目的。\n\n与疫苗相比,molnupiravir作为口服特效药,相对而言,更加简单易用,同时成本更低,可以更加快速地广泛普及。加之,疫苗需要注射,造价高,对注射条件也有诸多限制,比如必须要在医院等有一定保障的医疗机构内进行,同时接受疫苗注射的群体必须是健康人群等。这些限制条件此前都或多或少加大了全球疫苗注射推广的难度。\n此外,这款新冠病毒特效药因原理是抑制病毒复制,与疫苗中和抗体针对病毒表面的S蛋白不同,稳定性更强。即使病毒表面的S蛋白发生异变,这款新冠特效药也依然有效。安全性上,实验中药物组与安慰剂组的不良反应出现率相似(35% vs 40%),且药物治疗相关不良事件发生率也具有可比性(12% vs 11%),有一定安全保障。\n不过,默沙东这款特效药也有明显缺点,即只能应用于患病早期轻症状态,且治疗窗口期较短,新冠病毒患者必须在出现症状后五天内进行服用治疗。\n据悉,默沙东在今年4月宣布与Cipla等五家印度仿制药厂商签订了关于molnupiravir的非独家自愿许可协议,允许这五家印度仿制药厂向104个中低收入国家生产销售这款新冠病毒特效药。如果molnupiravir能迅速获得FDA批准,默沙东预计将在年内生产1000万疗程的特效药。\n02\n疫苗股受冲击\n\n\n尽管不少专家在接受媒体采访时表示,新冠特效药即使面世推广使用也无法取代疫苗,更多是作为一种补充。从治疗疗程来看,疫苗主要起到的是患病前的预防作用,而新冠特效药则是作用于已经患病后,预防性的疫苗与治疗性药物,属于完全不同的两个概念。并且此药作为一种核苷酸类似物,通过基因复制来阻碍病毒繁殖,日后长期服用是否会引起基因突变等也依然存疑。\n但早在默沙东新冠特效药消息出来之前,已有生物医药厂商宣布退出新冠疫苗生产的赛道。9月28日,法国制药巨头赛诺菲宣布,放弃MRNA新冠疫苗的研发。此前,德国生物技术公司Curevac取消了与两个潜在合作伙伴的实验性mRNA新冠疫苗和合同的生产交易。\n事实上,真正让业内与市场担忧的是全球疫苗产能过剩的问题。\n据世界卫生组织统计,全球共有超过300款处于临床阶段和临床前阶段,其中有121款新冠疫苗处于临床阶段,有194款新冠疫苗处于临床前研究阶段。\n其中,121款处于临床阶段的新冠疫苗中,又有8款上市后的疫苗正在开展4期临床研究,有36款候选疫苗正在开展3期或2/3期临床研究,9款正在开展2期临床研究。新冠疫苗研发的赛道以已经变得愈发拥挤。\n彭博社最新数据显示,目前全球已经有超过184个国家注射了总计超63.4亿剂次新冠疫苗,疫苗接种率达到41.3%。最新的注射频率达到了平均每天约3.1千万剂次。彭博社预计,如果按这个接种速度,只需要6个月,接种新冠疫苗的人数就能占到全球总人口的75%。\n\n时至今日,中国已经成为全世界新冠疫苗接种覆盖率最高的国家,已有79%的人口接种了新冠疫苗。其中,第一剂次接种率为82.5%,第二剂次接种率为74.8%。而世界人口第二大国印度则成为了每日疫苗接种速度最快的国家,平均每天约有683.2万剂次被注射。\n\n自新冠疫情爆发后,虽然去年上半年受疫情影响开工率,但疫苗的逐渐推广还是让国内疫苗生产企业也赚得盆满钵满。\n今年上半年,康希诺实现营收20.61亿元,同比增长51057%;实现归母净利润9.37亿元,同比增长1017%。智飞生物实现营收131.71亿元,同比增长88.33%;实现归母净利润54.91亿元,同比增长265.94%。中国生物制药实现营收143.5亿元,同比增长13.5%;归母净利润为84.8亿元,同比增长583.6%。复星医药实现营收169.52亿元,同比增长20.85%;归母净利润为24.82%,同比增长44.77%。即使剔除去年上半年基数较低的影响,这些疫苗公司的盈利增速依然非常可观。\n不过,从股价上来看,这些疫苗股近段时间却连遭下跌。港股中,康希诺自2月高位至今,跌幅逾40%,复星医药从8月高位至今跌去56.6%,开拓药业自4月高位至今回撤约47%, 中国生物制药则从去年7月高位便开始阴跌路,至今共跌去40%。\nA股中,上半年,康希诺自6月高位至今跌去56%,智飞生物自5月高位回撤约29%,沃森生物则从8月高位跌去约33%。\n目前来看,营收较为依赖新冠疫苗业务且管线比较单一的公司,跌幅较大,如康希诺。而管线丰富,疫苗业务营收占比相对更小的公司如沃森生物、智飞生物等,抗跌能力更强。而复星生物因为不仅仅有疫苗业务,也有创新药业务,此前集采利空影响,也是造成股价下跌的因素之一。\n或许早已意识到国内接种率已经达到较高水平,部分国内疫苗公司已有出海意识。就在默沙东发布特效药消息的当日,巴西Biomm生物制药公司与中国康希诺生物股份公司签署协议,将引进康希诺生物股份公司生产的新冠疫苗,并将向巴西国家卫生监督局申请康希诺新冠疫苗的紧急使用权。不过,随着海外接种率的逐步提高,出海似乎并不能成为国内疫苗企业的救命稻草。\n之前终止新冠疫苗临床研究的赛诺菲则认为,经过试验证明打了三针四针之后可能不需要每年都打,新冠疫苗本身的长期逻辑站不住脚。这对相关公司疫苗业务的盈利可持续性也打上了问号。\n03\n结语\n\n\n新冠疫情爆发后至今,全球其实已经达成共识:人类将在很长一段时间都将与这位共同的敌人共存。而疫苗仍然是当前最为可靠的抵御病毒的方式。新冠特效药的出现更多是对疫苗的补充,而非替代。\n目前,国内疫苗接种率已经高达79%。特效药的出现,在高接种率的国家或许应用场景更窄。但在美国等海外国家,却能够起到更快控制疫情作用,尤其是在变异病株德尔塔病毒迅速传播的当下。受此影响,美国的消费者信心指数仍然处于低迷状态。\n\n如若新冠特效药如果能顺利面世,对于美国及全球日后的疫情控制与经济常态化也将大有裨益。不过,对于疫苗概念股而言,有无新冠特效药,都无法改变增长将面对瓶颈的事实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816842174,"gmtCreate":1630490248598,"gmtModify":1631890474474,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"棒棒地![强] ","listText":"棒棒地![强] ","text":"棒棒地![强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816842174","repostId":"2164998048","repostType":4,"repost":{"id":"2164998048","kind":"highlight","pubTimestamp":1630486688,"share":"https://www.laohu8.com/m/news/2164998048?lang=&edition=full","pubTime":"2021-09-01 16:58","market":"us","language":"zh","title":"高位闪崩!近20只光伏概念股跌停,发生了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2164998048","media":"格隆汇","summary":"估值脱离基本面","content":"<p>周一不少投资客还在感叹新能源yyds,光伏、锂电池板块一度还在创新高。然而,今日伴随着大盘低开高走,锂电、光伏板块画风突变,经历了一场狂风暴雨。</p>\n<p>今日收盘上证指数收涨0.65%,而光伏ETF收跌5.72%,期间盘中一度下挫超7%,其中不少光伏明星股都迎来大回撤,超过20个光伏概念股跌超9%。<img src=\"https://static.tigerbbs.com/c1fa4dd49d69d7e9b4d1172f6ace25d7\" tg-width=\"547\" tg-height=\"452\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><a href=\"https://laohu8.com/S/600438\">通威股份</a>盘中触及跌停,收盘收跌7.62%。</p>\n<p><img src=\"https://static.tigerbbs.com/c5a62c486ff72aa6d751e55e1563b2ff\" tg-width=\"686\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><a href=\"https://laohu8.com/S/601012\">隆基股份</a>盘中跌幅超过7%,收盘收跌4.95%,两日跌幅达到13%。</p>\n<p><img src=\"https://static.tigerbbs.com/a63e4edb3ff484fb77daf641765cf0b6\" tg-width=\"682\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><a href=\"https://laohu8.com/S/300274\">阳光电源</a>盘中跌幅超过12%,收盘收跌9.66%。</p>\n<p><img src=\"https://static.tigerbbs.com/540f78af1477f9ff8706577626127ed2\" tg-width=\"687\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从消息面上,近日有官方媒体评论资金在疯狂扎堆炒作锂材料及光伏相关概念,认为任何投资都不能脱离行业和企业的基本面,就算是锂电池这类中长期发展前景向好的领域,也不该透支短期业绩、忽视估值泡沫风险,这是各行业投资者都应有所悟的道理。</p>\n<p>从今年3月底(3.26)以来,光伏行业开启新一轮的暴涨,截至今日,光伏ETF累计涨幅达到53%,其中不少明星股,像通威股份、隆基股份、阳光电源、<a href=\"https://laohu8.com/S/TSL\">天合光能</a>、<a href=\"https://laohu8.com/S/002459\">晶澳科技</a>、<a href=\"https://laohu8.com/S/601877\">正泰电器</a>累计涨幅分别为85%、55%、127%、243%、178%和67%。</p>\n<p>光伏行业不断受到市场的追捧,与下面几大因素无不关系。</p>\n<p>1、全球碳中和共识下,装机规模将维持高景气。根据IEARenewables 的预测,到2025年可再生能源在新增发电装机中占比将达到95%,而光伏在所有可再生能源新增装机中占比将达到60%。根据中国光伏行业协会的乐观预测,十四五期间我国光伏年均新增装机规模是90GW。然而实际上2020年我国新增光伏装机量仅为48.2GW,也就是说,未来5年光伏装机年复合增长率有望达到13..3%,行业景气度持续。</p>\n<p>与此同时,海外光伏市场需求强劲,根据中国光伏行业协会统计数据,上半年全国多晶硅、硅片、电池、组件产量分别达到23.8万吨、105GW、92.4GW、80.2GW,同比分别增长16.1%、40%、56.6%、50.5%。</p>\n<p>2、政策利好不断。自去年年底,中国首次明确风电、<a href=\"https://laohu8.com/S/000591\">太阳能</a>“碳达峰”贡献度即到2030年,风电、太阳能发电总装机容量将达到12亿千瓦以上。</p>\n<p>在此背景下,今年支持光伏产业发展的政策不断出台,从年初的产业基金出台,到近期的政策中,能源局宣布推进屋顶分布式光伏开发试点工作,财政宣布支持光伏等可再生能源行业的发展。</p>\n<p>政策利好下,不免刺激资本炒作。</p>\n<p><img src=\"https://static.tigerbbs.com/5706e0926ef32a42da471480e75893c1\" tg-width=\"1204\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>3、硅料供需紧缺,产业链集体提价,企业业绩暴增。受行业高景气的影响,光伏硅片和组件厂商迅速扩产,从而导致硅料供给不足,硅料价格持续上涨。</p>\n<p>相关数据显示,今年上半年我国硅片、电池片和光伏组件这三个环节的产品的产量增幅均超过30%,而同期我国多晶硅料产量为22.7万吨,同比增长10.7%。</p>\n<p>硅料供给紧缺下价格猛涨,今年年初硅料价格仅为8万元/吨,而根据<a href=\"https://laohu8.com/S/08306\">中国有色金属</a>工业协会硅业分会8月25日发布的数据,国内单晶复投料价格区间在20.5万-21.1万元/吨。</p>\n<p>上游提价的背景下,中下游厂商也不甘示弱,以隆基股份为例,今年前8月隆基对硅片和组件等产品进行多次提价,相关数据显示,8月份隆基单晶硅片158.75mm、166mm和182mm价格分别较1月底上涨了2.21、1.84和1.84元。</p>\n<p><img src=\"https://static.tigerbbs.com/d94face4e71e65e89201852a96fbd036\" tg-width=\"731\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>涨价逻辑下,不少企业业绩暴增,自然也持续推高市场的“看好”情绪。</p>\n<p><img src=\"https://static.tigerbbs.com/3dc433c155869a665a17aba5ad7e9450\" tg-width=\"1348\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而,光伏板块被爆炒,个股股价暴涨的同时,其中的风险也在逐渐放大,值得引起关注。</p>\n<p>一个风险是光伏是周期性行业。这波硅料上涨将吃饱上游硅料企业,但是硅料高价位是难以持续的,后续硅料厂商产能大幅释放之后,硅料价格将迎来回落。</p>\n<p>而对于中下游光伏生厂商,随着行业延续高景气度,行业传统厂商扩增产能以及新玩家进入布局新产能,将导致整个行业的产能供给大幅增长。然而,当下受市场硅料供给不足的影响,厂商新增的硅片产能将难以上量,因而整个产业链的产能扩张情况被掩盖。</p>\n<p>未来要是硅料产能缓解,行业硅片和组件等产能供给过剩的问题将暴露,到那是行业迎来激烈的价格恶战不可忽视。</p>\n<p>一个风险是经过这轮的爆炒,不少光伏股的估值走高,脱离了当前的基本面,并且大幅透支了未来几年的业绩。根据不完全统计,当前市值前20大的光伏设备股中,估值处于历史90%区间以上的个股占比有35%,估值处于历史70%区间以上的个股占比有75%.</p>\n<p>未来存在获利盘或止盈的行为,与此同时,一旦企业业绩不及预期,将遭受市场毒打。</p>\n<p><img src=\"https://static.tigerbbs.com/8e997c0a24a8c1860ca77abae9e1dd36\" tg-width=\"808\" tg-height=\"582\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>总结而言,2021年国内外需求皆有一定刚性,全年150-160GW可期,2022年可乐观上看200GW+,政策支持下,光伏行业大概率维持高景气。</p>\n<p>而产业链方面,当前上游硅料供给紧缺的情况下,硅片开工率不足将成为新常态,与此同时,产业链集体提价将进一步推动产业规模扩容。</p>\n<p>不过,在行业扩容中,一些风险正在放大,一方面光伏行业是周期性行业,当前产业链各大环节扩张,中长期势必会引来产能过剩,到那时行业将迎来价格恶战;另一方面在这一轮爆炒中,行业中大多数企业估值被大幅抬高,大多数已将未来几年的业绩预期打满,未来若是周期下行,或企业业绩不及预期,到那时股价和估值难免惨遭回撤。</p>","source":"gelonghui_highlight","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>高位闪崩!近20只光伏概念股跌停,发生了什么?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高位闪崩!近20只光伏概念股跌停,发生了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 16:58 北京时间 <a href=http://www.gelonghui.com/p/484507><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一不少投资客还在感叹新能源yyds,光伏、锂电池板块一度还在创新高。然而,今日伴随着大盘低开高走,锂电、光伏板块画风突变,经历了一场狂风暴雨。\n今日收盘上证指数收涨0.65%,而光伏ETF收跌5.72%,期间盘中一度下挫超7%,其中不少光伏明星股都迎来大回撤,超过20个光伏概念股跌超9%。\n通威股份盘中触及跌停,收盘收跌7.62%。\n\n隆基股份盘中跌幅超过7%,收盘收跌4.95%,两日跌幅达到...</p>\n\n<a href=\"http://www.gelonghui.com/p/484507\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ace8009badd158895dca20fb627e1735","relate_stocks":{},"source_url":"http://www.gelonghui.com/p/484507","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2164998048","content_text":"周一不少投资客还在感叹新能源yyds,光伏、锂电池板块一度还在创新高。然而,今日伴随着大盘低开高走,锂电、光伏板块画风突变,经历了一场狂风暴雨。\n今日收盘上证指数收涨0.65%,而光伏ETF收跌5.72%,期间盘中一度下挫超7%,其中不少光伏明星股都迎来大回撤,超过20个光伏概念股跌超9%。\n通威股份盘中触及跌停,收盘收跌7.62%。\n\n隆基股份盘中跌幅超过7%,收盘收跌4.95%,两日跌幅达到13%。\n\n阳光电源盘中跌幅超过12%,收盘收跌9.66%。\n\n从消息面上,近日有官方媒体评论资金在疯狂扎堆炒作锂材料及光伏相关概念,认为任何投资都不能脱离行业和企业的基本面,就算是锂电池这类中长期发展前景向好的领域,也不该透支短期业绩、忽视估值泡沫风险,这是各行业投资者都应有所悟的道理。\n从今年3月底(3.26)以来,光伏行业开启新一轮的暴涨,截至今日,光伏ETF累计涨幅达到53%,其中不少明星股,像通威股份、隆基股份、阳光电源、天合光能、晶澳科技、正泰电器累计涨幅分别为85%、55%、127%、243%、178%和67%。\n光伏行业不断受到市场的追捧,与下面几大因素无不关系。\n1、全球碳中和共识下,装机规模将维持高景气。根据IEARenewables 的预测,到2025年可再生能源在新增发电装机中占比将达到95%,而光伏在所有可再生能源新增装机中占比将达到60%。根据中国光伏行业协会的乐观预测,十四五期间我国光伏年均新增装机规模是90GW。然而实际上2020年我国新增光伏装机量仅为48.2GW,也就是说,未来5年光伏装机年复合增长率有望达到13..3%,行业景气度持续。\n与此同时,海外光伏市场需求强劲,根据中国光伏行业协会统计数据,上半年全国多晶硅、硅片、电池、组件产量分别达到23.8万吨、105GW、92.4GW、80.2GW,同比分别增长16.1%、40%、56.6%、50.5%。\n2、政策利好不断。自去年年底,中国首次明确风电、太阳能“碳达峰”贡献度即到2030年,风电、太阳能发电总装机容量将达到12亿千瓦以上。\n在此背景下,今年支持光伏产业发展的政策不断出台,从年初的产业基金出台,到近期的政策中,能源局宣布推进屋顶分布式光伏开发试点工作,财政宣布支持光伏等可再生能源行业的发展。\n政策利好下,不免刺激资本炒作。\n\n3、硅料供需紧缺,产业链集体提价,企业业绩暴增。受行业高景气的影响,光伏硅片和组件厂商迅速扩产,从而导致硅料供给不足,硅料价格持续上涨。\n相关数据显示,今年上半年我国硅片、电池片和光伏组件这三个环节的产品的产量增幅均超过30%,而同期我国多晶硅料产量为22.7万吨,同比增长10.7%。\n硅料供给紧缺下价格猛涨,今年年初硅料价格仅为8万元/吨,而根据中国有色金属工业协会硅业分会8月25日发布的数据,国内单晶复投料价格区间在20.5万-21.1万元/吨。\n上游提价的背景下,中下游厂商也不甘示弱,以隆基股份为例,今年前8月隆基对硅片和组件等产品进行多次提价,相关数据显示,8月份隆基单晶硅片158.75mm、166mm和182mm价格分别较1月底上涨了2.21、1.84和1.84元。\n\n涨价逻辑下,不少企业业绩暴增,自然也持续推高市场的“看好”情绪。\n\n然而,光伏板块被爆炒,个股股价暴涨的同时,其中的风险也在逐渐放大,值得引起关注。\n一个风险是光伏是周期性行业。这波硅料上涨将吃饱上游硅料企业,但是硅料高价位是难以持续的,后续硅料厂商产能大幅释放之后,硅料价格将迎来回落。\n而对于中下游光伏生厂商,随着行业延续高景气度,行业传统厂商扩增产能以及新玩家进入布局新产能,将导致整个行业的产能供给大幅增长。然而,当下受市场硅料供给不足的影响,厂商新增的硅片产能将难以上量,因而整个产业链的产能扩张情况被掩盖。\n未来要是硅料产能缓解,行业硅片和组件等产能供给过剩的问题将暴露,到那是行业迎来激烈的价格恶战不可忽视。\n一个风险是经过这轮的爆炒,不少光伏股的估值走高,脱离了当前的基本面,并且大幅透支了未来几年的业绩。根据不完全统计,当前市值前20大的光伏设备股中,估值处于历史90%区间以上的个股占比有35%,估值处于历史70%区间以上的个股占比有75%.\n未来存在获利盘或止盈的行为,与此同时,一旦企业业绩不及预期,将遭受市场毒打。\n\n总结而言,2021年国内外需求皆有一定刚性,全年150-160GW可期,2022年可乐观上看200GW+,政策支持下,光伏行业大概率维持高景气。\n而产业链方面,当前上游硅料供给紧缺的情况下,硅片开工率不足将成为新常态,与此同时,产业链集体提价将进一步推动产业规模扩容。\n不过,在行业扩容中,一些风险正在放大,一方面光伏行业是周期性行业,当前产业链各大环节扩张,中长期势必会引来产能过剩,到那时行业将迎来价格恶战;另一方面在这一轮爆炒中,行业中大多数企业估值被大幅抬高,大多数已将未来几年的业绩预期打满,未来若是周期下行,或企业业绩不及预期,到那时股价和估值难免惨遭回撤。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816846490,"gmtCreate":1630490209610,"gmtModify":1631890474487,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"棒极了[强] 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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麦当劳:Q2营收58.9亿美元,超出市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-28 19:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日盘前,<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>2021年第二季度业绩,财报显示:第二季度营收58.88亿美元,市场预期55.99亿美元,去年同期37.62亿美元;第二季度净利润22.19亿美元,市场预期15.83亿美元,去年同期4.83亿美元;第二季度每股盈利2.95美元,市场预期盈利2.12美元。</p>\n<p>公司自营店铺营收为24.89亿美元,同比增长56%。特许经营店铺营收为33.06亿美元,同比增长58%。其他营收为9300万美元,同比增长17%。</p>\n<p>第二季度美国可比销售额增长25.9%;预计2021年全球将开设1300多家餐厅。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4223758abc4ccc7ec12ff23c269a39ca","relate_stocks":{"MCD":"麦当劳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190453627","content_text":"7月28日盘前,麦当劳2021年第二季度业绩,财报显示:第二季度营收58.88亿美元,市场预期55.99亿美元,去年同期37.62亿美元;第二季度净利润22.19亿美元,市场预期15.83亿美元,去年同期4.83亿美元;第二季度每股盈利2.95美元,市场预期盈利2.12美元。\n公司自营店铺营收为24.89亿美元,同比增长56%。特许经营店铺营收为33.06亿美元,同比增长58%。其他营收为9300万美元,同比增长17%。\n第二季度美国可比销售额增长25.9%;预计2021年全球将开设1300多家餐厅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801076066,"gmtCreate":1627477055955,"gmtModify":1631890474559,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"[财迷] 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801076066","repostId":"1174699888","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809298551,"gmtCreate":1627370753073,"gmtModify":1631890474577,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"没有最低只有更低","listText":"没有最低只有更低","text":"没有最低只有更低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809298551","repostId":"1191600420","repostType":4,"repost":{"id":"1191600420","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627370312,"share":"https://www.laohu8.com/m/news/1191600420?lang=&edition=full","pubTime":"2021-07-27 15:18","market":"hk","language":"zh","title":"恒生科技指数大跌9%,恒指跌破25000点关口","url":"https://stock-news.laohu8.com/highlight/detail?id=1191600420","media":"老虎资讯综合","summary":"7月27日,恒生科技指数大跌9%,恒指跌破25000点关口,现跌4.7%;科技巨头重挫,腾讯控股跌超9%,阿里巴巴跌近8%,美团-W跌逾15%。","content":"<p>7月27日,恒生科技指数大跌9%,恒指跌破25000点关口,现跌4.7%;科技巨头重挫,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超9%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近8%,<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌逾15%。</p>\n<p><img src=\"https://static.tigerbbs.com/1ca5c514278e816a2bd1f38b5a0cd0dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>恒生科技指数大跌9%,恒指跌破25000点关口</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超9%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近8%,<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌逾15%。</p>\n<p><img src=\"https://static.tigerbbs.com/1ca5c514278e816a2bd1f38b5a0cd0dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSTECH":"恒生科技指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191600420","content_text":"7月27日,恒生科技指数大跌9%,恒指跌破25000点关口,现跌4.7%;科技巨头重挫,腾讯控股跌超9%,阿里巴巴跌近8%,美团-W跌逾15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145424640,"gmtCreate":1626239610780,"gmtModify":1631890474589,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570841902753167","idStr":"3570841902753167"},"themes":[],"htmlText":"可以进场了吗?还是要等多一下?[财迷] ","listText":"可以进场了吗?还是要等多一下?[财迷] ","text":"可以进场了吗?还是要等多一下?[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145424640","repostId":"1139505034","repostType":4,"repost":{"id":"1139505034","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626239419,"share":"https://www.laohu8.com/m/news/1139505034?lang=&edition=full","pubTime":"2021-07-14 13:10","market":"other","language":"zh","title":"小鹏汽车港股午后小幅跳水,现跌近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139505034","media":"老虎资讯综合","summary":"7月14日,小鹏汽车-W港股午后小幅跳水,现跌近4%,触及150港元,接近跌破上市以来低位。","content":"<p>7月14日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>-W港股午后小幅跳水,现跌近4%,触及150港元,接近跌破上市以来低位。</p>\n<p><img src=\"https://static.tigerbbs.com/05419b8268f871aea682213c4907c9ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车港股午后小幅跳水,现跌近4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139505034","content_text":"7月14日,小鹏汽车-W港股午后小幅跳水,现跌近4%,触及150港元,接近跌破上市以来低位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":190655997,"gmtCreate":1620618383719,"gmtModify":1631886599661,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension 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Inc.(CTRM)$</a>市场不是很稳定。我打算今天放了他。。。","listText":"<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>市场不是很稳定。我打算今天放了他。。。","text":"$Castor Maritime, Inc.(CTRM)$市场不是很稳定。我打算今天放了他。。。","images":[{"img":"https://static.tigerbbs.com/fa4e949f1154397c4197cd4423813b0b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/321603628","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320245897,"gmtCreate":1615127457919,"gmtModify":1703484883686,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"比特币也是避风港","listText":"比特币也是避风港","text":"比特币也是避风港","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320245897","repostId":"2117536456","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189260744,"gmtCreate":1623276716688,"gmtModify":1631885010041,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>跌回了。。。","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>跌回了。。。","text":"$Senseonics Holdings,Inc.(SENS)$跌回了。。。","images":[{"img":"https://static.tigerbbs.com/c435bcff888aa8e70165b44dad1b08ca","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189260744","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":112209712,"gmtCreate":1622870239536,"gmtModify":1631885010205,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>昨天的好消息,但愿星期一继续发酵!","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>昨天的好消息,但愿星期一继续发酵!","text":"$Senseonics Holdings,Inc.(SENS)$昨天的好消息,但愿星期一继续发酵!","images":[{"img":"https://static.tigerbbs.com/33d814a90bc8c068f9a597a649735c42","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/112209712","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":192720503,"gmtCreate":1621232085102,"gmtModify":1631886599432,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>守住,梦想肯定会实现。","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>守住,梦想肯定会实现。","text":"$Nano Dimension Ltd.(NNDM)$守住,梦想肯定会实现。","images":[{"img":"https://static.tigerbbs.com/3889291f796671b3ef53183eddda7a61","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/192720503","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":196296590,"gmtCreate":1621054335010,"gmtModify":1631886267343,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>他们需要什么问题呢?","listText":"<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>他们需要什么问题呢?","text":"$Castor Maritime, Inc.(CTRM)$他们需要什么问题呢?","images":[{"img":"https://static.tigerbbs.com/57c315e1a522fc6f6414f01eef5d788c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/196296590","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":131932684,"gmtCreate":1621820693348,"gmtModify":1634186369124,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"静观其变,不是进场的时候。市场还有下的机会。让他跑一轮先吧!","listText":"静观其变,不是进场的时候。市场还有下的机会。让他跑一轮先吧!","text":"静观其变,不是进场的时候。市场还有下的机会。让他跑一轮先吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/131932684","repostId":"1184977128","repostType":4,"repost":{"id":"1184977128","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621820119,"share":"https://www.laohu8.com/m/news/1184977128?lang=&edition=full","pubTime":"2021-05-24 09:35","market":"hk","language":"zh","title":"新希望服务一手中签率50.01%,认购10手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1184977128","media":"老虎资讯综合","summary":"5月24日,$新希望服务$发布公告,发售价已按每股发售股份3.80港元厘定,预期股份将于2021年5月25日上午九时正开始在联交所买卖,股份将以每手1,000股股份为单位进行买卖。一手中签率50.01%,认购10手稳中一手。香港公开发售的发售股份最终数目为2000万股,相当于任何超额配股权获行使前根据全球发售初步可供认购发售股份总数的10.0%。截至本公告日期,超额配股权尚未获行使。","content":"<p>5月24日,<a href=\"https://laohu8.com/S/03658\">新希望服务</a>发布公告,发售价已按每股发售股份3.80港元厘定,预期股份将于2021年5月25日上午九时正开始在联交所买卖,股份将以每手1,000股股份为单位进行买卖。按发售价每股发售股份3.80港元计算,公司将收取的全球发售所得款项净额估计约为7.07亿港元。</p><p><img src=\"https://static.tigerbbs.com/f7f85e82f8f9efb4f937d407ae8b6733\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>分配结果:</b></p><p>甲组每手1000股,入场费4747.37港元。一手中签率50.01%,认购10手稳中一手。</p><p>乙组头为150万股(1500手),申购所需资金约71212042.85港元,获配150万股(1500)手。</p><p><img src=\"https://static.tigerbbs.com/2c728eeb8ddfd6d91ae851b582887681\" tg-width=\"780\" tg-height=\"446\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b773ec6c9871b372073c187926de0f76\" tg-width=\"769\" tg-height=\"685\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/817e46d9b3b39cba82e51b7bd54628ec\" tg-width=\"783\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p><p>根据香港公开发售接获合共14,792份有效申请,涉及合共9507.3万股,相当于香港发售股份总数2000万股约4.75倍。由于香港公开发售的超额认购少于15倍,概无发售股份由国际发售重新分配至香港公开发售。香港公开发售的发售股份最终数目为2000万股,相当于任何超额配股权获行使前根据全球发售初步可供认购发售股份总数的10.0%。</p><p>国际发售初步提呈发售的发售股份已获适度超额认购,及国际发售中的超额认购相当于国际发售项下初步可供认购的发售股份总数的1.78倍。国际发售共有130名承配人。国际发售项下分配予承配人的发售股份最终数目为2.1亿股。</p><p>根据国际发售及依据与基石投资者订立的基石投资协议,基石投资者(即海王星投资控股有限公司(海王星)、Green Better Limited、鼎睿再保险有限公司、中国四川国际投资有限公司、Keltic Investment (HK) Limited及Golden Star International Pty Limited认购的发售股份数目现已厘定。海王星、Green Better、鼎睿再保险、四川国际投资、Keltic及Golden Star已分别认购3063万股、1021.3万股、1021万股、2039.4万股、1894.7万股及1021万股发售股份,假设超额配股权未获行使,分别相当于全球发售项下发售股份数目的约15.3%、5.1%、5.1%、10.2%、9.5%及5.1%;及全球发售完成后公司已发行股本总额的约3.8%、1.3%、1.3%、2.6%、2.4%及1.3%。</p><p>此外,公司已向国际包销商授出超额配股权,可由独家全球协调人自国际包销协议日期起直至递交香港公开发售申请截止日期后30日内随时行使,以要求公司按国际发售项下发售价发行最多3000万股股份(占全球发售项下初步可供认购发售股份的15%),以补足国际发售中的超额分配(如有)。截至本公告日期,超额配股权尚未获行使。</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>新希望服务一手中签率50.01%,认购10手稳中一手</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新希望服务一手中签率50.01%,认购10手稳中一手\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-24 09:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月24日,<a href=\"https://laohu8.com/S/03658\">新希望服务</a>发布公告,发售价已按每股发售股份3.80港元厘定,预期股份将于2021年5月25日上午九时正开始在联交所买卖,股份将以每手1,000股股份为单位进行买卖。按发售价每股发售股份3.80港元计算,公司将收取的全球发售所得款项净额估计约为7.07亿港元。</p><p><img src=\"https://static.tigerbbs.com/f7f85e82f8f9efb4f937d407ae8b6733\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>分配结果:</b></p><p>甲组每手1000股,入场费4747.37港元。一手中签率50.01%,认购10手稳中一手。</p><p>乙组头为150万股(1500手),申购所需资金约71212042.85港元,获配150万股(1500)手。</p><p><img src=\"https://static.tigerbbs.com/2c728eeb8ddfd6d91ae851b582887681\" tg-width=\"780\" tg-height=\"446\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b773ec6c9871b372073c187926de0f76\" tg-width=\"769\" tg-height=\"685\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/817e46d9b3b39cba82e51b7bd54628ec\" tg-width=\"783\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p><p>根据香港公开发售接获合共14,792份有效申请,涉及合共9507.3万股,相当于香港发售股份总数2000万股约4.75倍。由于香港公开发售的超额认购少于15倍,概无发售股份由国际发售重新分配至香港公开发售。香港公开发售的发售股份最终数目为2000万股,相当于任何超额配股权获行使前根据全球发售初步可供认购发售股份总数的10.0%。</p><p>国际发售初步提呈发售的发售股份已获适度超额认购,及国际发售中的超额认购相当于国际发售项下初步可供认购的发售股份总数的1.78倍。国际发售共有130名承配人。国际发售项下分配予承配人的发售股份最终数目为2.1亿股。</p><p>根据国际发售及依据与基石投资者订立的基石投资协议,基石投资者(即海王星投资控股有限公司(海王星)、Green Better Limited、鼎睿再保险有限公司、中国四川国际投资有限公司、Keltic Investment (HK) Limited及Golden Star International Pty Limited认购的发售股份数目现已厘定。海王星、Green Better、鼎睿再保险、四川国际投资、Keltic及Golden Star已分别认购3063万股、1021.3万股、1021万股、2039.4万股、1894.7万股及1021万股发售股份,假设超额配股权未获行使,分别相当于全球发售项下发售股份数目的约15.3%、5.1%、5.1%、10.2%、9.5%及5.1%;及全球发售完成后公司已发行股本总额的约3.8%、1.3%、1.3%、2.6%、2.4%及1.3%。</p><p>此外,公司已向国际包销商授出超额配股权,可由独家全球协调人自国际包销协议日期起直至递交香港公开发售申请截止日期后30日内随时行使,以要求公司按国际发售项下发售价发行最多3000万股股份(占全球发售项下初步可供认购发售股份的15%),以补足国际发售中的超额分配(如有)。截至本公告日期,超额配股权尚未获行使。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"03658":"新希望服务"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184977128","content_text":"5月24日,新希望服务发布公告,发售价已按每股发售股份3.80港元厘定,预期股份将于2021年5月25日上午九时正开始在联交所买卖,股份将以每手1,000股股份为单位进行买卖。按发售价每股发售股份3.80港元计算,公司将收取的全球发售所得款项净额估计约为7.07亿港元。分配结果:甲组每手1000股,入场费4747.37港元。一手中签率50.01%,认购10手稳中一手。乙组头为150万股(1500手),申购所需资金约71212042.85港元,获配150万股(1500)手。根据香港公开发售接获合共14,792份有效申请,涉及合共9507.3万股,相当于香港发售股份总数2000万股约4.75倍。由于香港公开发售的超额认购少于15倍,概无发售股份由国际发售重新分配至香港公开发售。香港公开发售的发售股份最终数目为2000万股,相当于任何超额配股权获行使前根据全球发售初步可供认购发售股份总数的10.0%。国际发售初步提呈发售的发售股份已获适度超额认购,及国际发售中的超额认购相当于国际发售项下初步可供认购的发售股份总数的1.78倍。国际发售共有130名承配人。国际发售项下分配予承配人的发售股份最终数目为2.1亿股。根据国际发售及依据与基石投资者订立的基石投资协议,基石投资者(即海王星投资控股有限公司(海王星)、Green Better Limited、鼎睿再保险有限公司、中国四川国际投资有限公司、Keltic Investment (HK) Limited及Golden Star International Pty Limited认购的发售股份数目现已厘定。海王星、Green Better、鼎睿再保险、四川国际投资、Keltic及Golden Star已分别认购3063万股、1021.3万股、1021万股、2039.4万股、1894.7万股及1021万股发售股份,假设超额配股权未获行使,分别相当于全球发售项下发售股份数目的约15.3%、5.1%、5.1%、10.2%、9.5%及5.1%;及全球发售完成后公司已发行股本总额的约3.8%、1.3%、1.3%、2.6%、2.4%及1.3%。此外,公司已向国际包销商授出超额配股权,可由独家全球协调人自国际包销协议日期起直至递交香港公开发售申请截止日期后30日内随时行使,以要求公司按国际发售项下发售价发行最多3000万股股份(占全球发售项下初步可供认购发售股份的15%),以补足国际发售中的超额分配(如有)。截至本公告日期,超额配股权尚未获行使。","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135438111,"gmtCreate":1622175094633,"gmtModify":1631889426436,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AITX\">$Artificial Intelligence Technology Solutions Inc.(AITX)$</a>请问还需要握住吗?","listText":"<a href=\"https://laohu8.com/S/AITX\">$Artificial Intelligence Technology Solutions Inc.(AITX)$</a>请问还需要握住吗?","text":"$Artificial Intelligence Technology Solutions Inc.(AITX)$请问还需要握住吗?","images":[{"img":"https://static.tigerbbs.com/756e2046dfd12f376c19de894b748faf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/135438111","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":139039006,"gmtCreate":1621572371905,"gmtModify":1631885010474,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>一步一步来,终究会过关。","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>一步一步来,终究会过关。","text":"$Senseonics Holdings,Inc.(SENS)$一步一步来,终究会过关。","images":[{"img":"https://static.tigerbbs.com/98e1e73e9985941a11ecf6a871eb9846","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139039006","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359137091,"gmtCreate":1616373143513,"gmtModify":1634526222334,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"上上下下很正常。","listText":"上上下下很正常。","text":"上上下下很正常。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359137091","repostId":"2121144747","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325726364,"gmtCreate":1615939167458,"gmtModify":1703495196124,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"来吧!上去吧!","listText":"来吧!上去吧!","text":"来吧!上去吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325726364","repostId":"2120297770","repostType":4,"repost":{"id":"2120297770","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615936066,"share":"https://www.laohu8.com/m/news/2120297770?lang=&edition=full","pubTime":"2021-03-17 07:07","market":"us","language":"zh","title":"CrowdStrike盘后涨逾5%,第四财季营收超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2120297770","media":"老虎资讯综合","summary":"CrowdStrike:2021财年第四财季营收2.65亿美元,市场预期2.5亿美元,去年同期1.52亿美元。2021财年第四财季每股亏损0.09美元,市场预期亏损0.08美元,去年同期亏损0.14美元。公布财报后,CrowdStrike盘后涨2.55%。","content":"<p>3月17日消息,CrowdStrike<a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a>2021财年第四财季营收2.65亿美元,市场预期2.5亿美元,去年同期1.52亿美元。</p><p>2021财年第四财季每股亏损0.09美元,市场预期亏损0.08美元,去年同期亏损0.14美元。</p><p>截至2021年1月31日,第四财季净新增1480名订阅客户,总计9896名订阅客户;</p><p>预计2022财年的总营收为13.1亿美元至13.2亿美元。</p><p>公布财报后,CrowdStrike盘后涨5.71%。<img src=\"https://static.tigerbbs.com/2e351f03d1df62a92f6d35beac6b3a64\" tg-width=\"1118\" tg-height=\"710\" referrerpolicy=\"no-referrer\"></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>CrowdStrike盘后涨逾5%,第四财季营收超预期</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\">\nCrowdStrike盘后涨逾5%,第四财季营收超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-17 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月17日消息,CrowdStrike<a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a>2021财年第四财季营收2.65亿美元,市场预期2.5亿美元,去年同期1.52亿美元。</p><p>2021财年第四财季每股亏损0.09美元,市场预期亏损0.08美元,去年同期亏损0.14美元。</p><p>截至2021年1月31日,第四财季净新增1480名订阅客户,总计9896名订阅客户;</p><p>预计2022财年的总营收为13.1亿美元至13.2亿美元。</p><p>公布财报后,CrowdStrike盘后涨5.71%。<img src=\"https://static.tigerbbs.com/2e351f03d1df62a92f6d35beac6b3a64\" tg-width=\"1118\" tg-height=\"710\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120297770","content_text":"3月17日消息,CrowdStrike$(CRWD)$2021财年第四财季营收2.65亿美元,市场预期2.5亿美元,去年同期1.52亿美元。2021财年第四财季每股亏损0.09美元,市场预期亏损0.08美元,去年同期亏损0.14美元。截至2021年1月31日,第四财季净新增1480名订阅客户,总计9896名订阅客户;预计2022财年的总营收为13.1亿美元至13.2亿美元。公布财报后,CrowdStrike盘后涨5.71%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325726933,"gmtCreate":1615939140722,"gmtModify":1703495195949,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"美!","listText":"美!","text":"美!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325726933","repostId":"1140590983","repostType":4,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384588876,"gmtCreate":1613660978695,"gmtModify":1631885012176,"author":{"id":"3570841902753167","authorId":"3570841902753167","name":"skychin","avatar":"https://static.tigerbbs.com/c08e011b92fad619f47025a14cfda918","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570841902753167","authorIdStr":"3570841902753167"},"themes":[],"htmlText":"<a 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让传统车行感觉冷冷的。。。哈哈哈!!!","listText":"无孔不入[开心] 让传统车行感觉冷冷的。。。哈哈哈!!!","text":"无孔不入[开心] 让传统车行感觉冷冷的。。。哈哈哈!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139932932","repostId":"1156067006","repostType":4,"repost":{"id":"1156067006","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621582312,"share":"https://www.laohu8.com/m/news/1156067006?lang=&edition=full","pubTime":"2021-05-21 15:31","market":"us","language":"zh","title":"马斯克:特斯拉即将在俄罗斯建立业务","url":"https://stock-news.laohu8.com/highlight/detail?id=1156067006","media":"老虎资讯综合","summary":"$特斯拉(TSLA)$CEO埃隆·马斯克:特斯拉即将在俄罗斯建立业务。\n\n同时,马斯克还表示:毫无疑问,未来汽车将实现自动驾驶,除火箭外,未来所有的交通工具都将是电动的。","content":"<p><a 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