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新幼虎
gold div
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热门
新幼虎
2022-01-13
$老虎证券(TIGR)$
13号了,新的费用是怎么样[疑问]
新幼虎
2021-12-27
$老虎证券(TIGR)$
[疑问] 谁来解释一下
新幼虎
2021-12-23
$老虎证券(TIGR)$
[DOGE] [DOGE] [警告]
新幼虎
2021-12-16
$老虎证券(TIGR)$
[呆住]
新幼虎
2021-12-07
$老虎证券(TIGR)$
[害羞] 继续冲
新幼虎
2021-12-02
$老虎证券(TIGR)$
[流泪] 要变成长期持有者了
新幼虎
2021-12-02
$老虎证券(TIGR)$
[默哀] [看涨]
新幼虎
2021-12-01
$老虎证券(TIGR)$
[财迷] [财迷]
新幼虎
2021-11-29
$老虎证券(TIGR)$
是底吗[流泪]
新幼虎
2021-11-29
[DOGE]
Faraday Future回应收到纳斯达克警示函
新幼虎
2021-11-26
前几天不是有新闻说小米窃取用户资料什么的跌正常
资本市场为何不爱雷军、李彦宏?
新幼虎
2021-10-31
$老虎证券(TIGR)$
结束了,对这活动有点无语[黑眼圈]
新幼虎
2021-10-30
[财迷]
@小虎活动:[Halloween Game] Trade or Treat!
新幼虎
2021-10-15
$老虎证券(TIGR)$
好像做了什么危险的决定[难过] [捂脸]
新幼虎
2021-10-12
$老虎证券(TIGR)$
这个月三次了。。。9000虎币[捂脸] [捂脸]
新幼虎
2021-10-09
在政府出手处罚前假装已经处罚
恒大集团:提前赎回投资产品的管理人员已退回款项
新幼虎
2021-10-07
没真正看过,但看过油管解说。。。单看剧情真不明白为什么会火[汗颜]
老虎盘前观察:Netflix很成功!《鱿鱼游戏》被追捧有3个原因
新幼虎
2021-10-07
$老虎证券(TIGR)$
每个月头都会输3000虎币。。。虽然现在虎币用处好像也不大,每次都是没货
新幼虎
2021-09-25
$老虎证券(TIGR)$
昨天又被骗了3000虎币[笑哭]
新幼虎
2021-09-20
$三倍做多FTSE中国ETF-Direxion(YINN)$
[喷血]
去老虎APP查看更多动态
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是底吗[流泪]","images":[{"img":"https://static.tigerbbs.com/cf9bcde7eb761cf41e4f86b4959575f2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/600536236","isVote":1,"tweetType":1,"viewCount":1771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600536378,"gmtCreate":1638170671794,"gmtModify":1638170672281,"author":{"id":"3572130044103673","authorId":"3572130044103673","name":"新幼虎","avatar":"https://static.tigerbbs.com/4bdd0b3103f8f3a8511a5dc365693fb7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572130044103673","authorIdStr":"3572130044103673"},"themes":[],"htmlText":"[DOGE] ","listText":"[DOGE] ","text":"[DOGE]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600536378","repostId":"1107267883","repostType":4,"repost":{"id":"1107267883","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":1638163562,"share":"https://www.laohu8.com/m/news/1107267883?lang=&edition=full","pubTime":"2021-11-29 13:26","market":"sh","language":"zh","title":"Faraday Future回应收到纳斯达克警示函","url":"https://stock-news.laohu8.com/highlight/detail?id=1107267883","media":"老虎资讯综合","summary":"据报道,Faraday Future发布关于收到纳斯达克警示函相关问题的澄清说明称,日前,一些关注FFIE的人士询问Faraday Future(FF)收到纳斯达克警示函,是否意味着纳斯达克要求FFI","content":"<p>据报道,Faraday Future发布关于收到纳斯达克警示函相关问题的澄清说明称,日前,一些关注FFIE的人士询问Faraday Future(FF)收到纳斯达克警示函,是否意味着纳斯达克要求FFIE退市。这是错误的解读。</p>\n<p>FF在此澄清,纳斯达克警示函仅仅与FF公司推迟提交Q3财报相关,这是一个正常的程序。在收到纳斯达克警示函后60天内,FF将向纳斯达克提交合规方案,该合规方案将帮助FF获得自提交10-Q的初始截止日期起最多180天的宽限期以提交10-Q或者其他任何未履责文件提交。一旦FF在该计划规定的时间内向纳斯达克及时提交合规计划,FF将恢复到纳斯达克规则下的常规状态。</p>\n<p>现在,FF正与纳斯达克保持紧密联系,有信心在短期内重新恢复到常规状态。只要公司及时恢复正常的SEC文件按时提交,就不会有股票退市的实际风险。</p>\n<p>目前,FF发现一些社交账号和自媒体文章对此进行了明显的错误性解读。FF正在努力尽快提交Q3 10-Q,预计很快将会恢复到纳斯达克规则下的正常状态。FF非常感谢外界对FF公司的关注,并期待在2022年7月如期量产并高质量交付FF 91。</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>Faraday Future回应收到纳斯达克警示函</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; 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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\">\nFaraday Future回应收到纳斯达克警示函\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\">2021-11-29 13:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据报道,Faraday Future发布关于收到纳斯达克警示函相关问题的澄清说明称,日前,一些关注FFIE的人士询问Faraday Future(FF)收到纳斯达克警示函,是否意味着纳斯达克要求FFIE退市。这是错误的解读。</p>\n<p>FF在此澄清,纳斯达克警示函仅仅与FF公司推迟提交Q3财报相关,这是一个正常的程序。在收到纳斯达克警示函后60天内,FF将向纳斯达克提交合规方案,该合规方案将帮助FF获得自提交10-Q的初始截止日期起最多180天的宽限期以提交10-Q或者其他任何未履责文件提交。一旦FF在该计划规定的时间内向纳斯达克及时提交合规计划,FF将恢复到纳斯达克规则下的常规状态。</p>\n<p>现在,FF正与纳斯达克保持紧密联系,有信心在短期内重新恢复到常规状态。只要公司及时恢复正常的SEC文件按时提交,就不会有股票退市的实际风险。</p>\n<p>目前,FF发现一些社交账号和自媒体文章对此进行了明显的错误性解读。FF正在努力尽快提交Q3 10-Q,预计很快将会恢复到纳斯达克规则下的正常状态。FF非常感谢外界对FF公司的关注,并期待在2022年7月如期量产并高质量交付FF 91。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107267883","content_text":"据报道,Faraday Future发布关于收到纳斯达克警示函相关问题的澄清说明称,日前,一些关注FFIE的人士询问Faraday Future(FF)收到纳斯达克警示函,是否意味着纳斯达克要求FFIE退市。这是错误的解读。\nFF在此澄清,纳斯达克警示函仅仅与FF公司推迟提交Q3财报相关,这是一个正常的程序。在收到纳斯达克警示函后60天内,FF将向纳斯达克提交合规方案,该合规方案将帮助FF获得自提交10-Q的初始截止日期起最多180天的宽限期以提交10-Q或者其他任何未履责文件提交。一旦FF在该计划规定的时间内向纳斯达克及时提交合规计划,FF将恢复到纳斯达克规则下的常规状态。\n现在,FF正与纳斯达克保持紧密联系,有信心在短期内重新恢复到常规状态。只要公司及时恢复正常的SEC文件按时提交,就不会有股票退市的实际风险。\n目前,FF发现一些社交账号和自媒体文章对此进行了明显的错误性解读。FF正在努力尽快提交Q3 10-Q,预计很快将会恢复到纳斯达克规则下的正常状态。FF非常感谢外界对FF公司的关注,并期待在2022年7月如期量产并高质量交付FF 91。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877126506,"gmtCreate":1637900638776,"gmtModify":1637900638959,"author":{"id":"3572130044103673","authorId":"3572130044103673","name":"新幼虎","avatar":"https://static.tigerbbs.com/4bdd0b3103f8f3a8511a5dc365693fb7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572130044103673","authorIdStr":"3572130044103673"},"themes":[],"htmlText":"前几天不是有新闻说小米窃取用户资料什么的跌正常","listText":"前几天不是有新闻说小米窃取用户资料什么的跌正常","text":"前几天不是有新闻说小米窃取用户资料什么的跌正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877126506","repostId":"2186970433","repostType":4,"repost":{"id":"2186970433","kind":"news","pubTimestamp":1637894061,"share":"https://www.laohu8.com/m/news/2186970433?lang=&edition=full","pubTime":"2021-11-26 10:34","market":"hk","language":"zh","title":"资本市场为何不爱雷军、李彦宏?","url":"https://stock-news.laohu8.com/highlight/detail?id=2186970433","media":"好看商业","summary":"资本市场再一次不买小米的账。\nQ3财报发布后,小米股价在11月24日盘中跌超7%,截至收盘,跌幅为6.96%。\n今年第三季度,小米营收780.6亿元,同比增长8.2%,略低于市场预期的796.14亿元","content":"<p>资本市场再一次不买小米的账。</p>\n<p>Q3财报发布后,小米股价在11月24日盘中跌超7%,截至收盘,跌幅为6.96%。</p>\n<p>今年第三季度,小米营收780.6亿元,同比增长8.2%,略低于市场预期的796.14亿元;经调整后的净利润为51.76亿元,同比增加25.4%。</p>\n<p>小米的基本盘—<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机业务Q3营收478亿元,毛利率12.8%,同比增长4.4个百分点。</p>\n<p>受手机业务拉动,小米Q3毛利率回升至18.3%,超市场预期。</p>\n<p>此外,小米Q3财报还有其它亮点。包括:境外市场收入409亿元,在总收入中占比达到52.4%;截至2021年11月22日,MIUI全球月活跃用户数首次破5亿;互联网服务收入73亿元,再创单季度历史新高,毛利率73.6%,同比提升13.1个百分点。</p>\n<p>奈何资本市场并不买账,小米股价在财报发布次日开盘就变绿;11月25日,小米股价盘中继续下跌,不过最终以微涨1.66%收盘。</p>\n<p>小米股价在今年1月1日达到历史高点35.9港元,之后几乎一路向下。截至11月25日收盘,小米盘中最低跌至19.02港元,年内最大跌幅超47%。</p>\n<p><img src=\"https://static.tigerbbs.com/c46fd222d0fc1c63b80ae50eab15b274\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\">“劳模”雷军勤奋工作一整年,小米的股票市值缩水近一半。在这一点上,<a href=\"https://laohu8.com/S/BIDU\">百度</a>创始人、董事长兼CEO李彦宏跟雷军的待遇差不多。</p>\n<p>百度股票在今年2月1日触及近几年高位354.8美元,市值再次突破千亿美元大关。但之后很快进入下跌通道。</p>\n<p>截至11月24日美股收盘,百度股价为151.39美元,总市值535.32亿美元,结结实实地缩水了一半。百度在港股的表现与美股基本一致。</p>\n<p><img src=\"https://static.tigerbbs.com/b4958369fc9a6f4b80986c90ea7cf459\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\">年过50依然仰望星空,勤奋且没打算退休,公开场合还能听到他们演讲,雷军、李彦宏这样的企业家如今在国内互联网圈不多见了。</p>\n<p>但资本市场总是不买他们的账,这究竟是为什么?</p>\n<p><b>股价意难平</b></p>\n<p>业绩不错,但资本市场不买账。这种情形,小米再熟悉不过了,毕竟它不是第一次在资本市场意难平了。</p>\n<p>今年上半年,小米几乎迎来史上最好的时候:二季度收入877.9亿元,同比大增64%,经调整净利润63亿元,同比增加87.4%。小米在二季报中评价其业绩时,连用了7次“创历史新高”。</p>\n<p>但是,但是,面对小米如此高光的时刻,资本市场就是不买账。财报发布次日,股价开盘半小时就由红转绿,最终以3.55%的跌幅报收。</p>\n<p>今年3月11日,小米正式决议行使股份购回授权,以不定期按最高总额100亿港元在公开市场购回股份。</p>\n<p>目前为止,小米已经多次回购股票,但仍不能改变股价走势。</p>\n<p>有投资者在股票社区吐槽说:实在是地狱模式,上半年投了12万,一不留神就跌超30%了,何至于此呢?</p>\n<p>就连雷军自己也有点想不通。他曾在小米十一周年的演讲中问:“我们如此努力地工作,小米的收入和市场份额都在增长。为什么资本市场就是不认可小米?”</p>\n<p>雷军承认,股价破发和跌跌不休,曾给他造成心理阴影。</p>\n<p>2018年,小米启动IPO,全球瞩目。它是香港首家同股不同权的公司上市,也是全球第三大规模的科技股IPO。</p>\n<p>最初的预期里,小米的IPO估值可到2000亿美元。雷军在小米最终定价前也摇旗呐喊,称小米的估值应该是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>×<a href=\"https://laohu8.com/S/00700\">腾讯</a>。但最终小米IPO定价17港元,意味着IPO估值只有约500亿美元,较预期大打折扣。</p>\n<p>即便如此,2018年7月9日,小米挂牌当天就破发,IPO投资者全部亏损,包括为小米IPO站台的基石投资者李嘉诚、马云、马化腾等名流。这让雷军和小米管理层都感到难堪。</p>\n<p>雷军在IPO晚宴致辞时忍不住打了一个包票:今天破发,我对不住大家了。我们会努力工作,一定要让IPO投资者至少赚一倍!</p>\n<p><img src=\"https://static.tigerbbs.com/45c23d497882d174bf5a92d12d449408\" tg-width=\"550\" tg-height=\"235\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">雷军那天晚上喝了很多酒,他跟同事反复说,一定要努力工作,不能亏别人的钱。</p>\n<p>结果,小米股价在两年后才让IPO投资者回本。雷军给自己挖的坑,花了2年半时间才填上。</p>\n<p>今年1月4日,小米股价达到34港元高位,较IPO发行价翻了一倍。雷军在8月份的年度演讲中提到,当年吹的牛(让IPO投资者赚一倍)终于兑现了,他可以卸载所有股票软件,再也不关心股价了。</p>\n<p>所以,目前有亏钱的股民呼吁雷军赶快把炒股软件再装回来。对此,不知道雷军怎么看?</p>\n<p>相比之下,李彦宏对股价似乎早已变得佛系了。</p>\n<p>今年初,百度市值重回千亿美金,外界纷纷认为“能打的百度回来了”。李彦宏却在内部分享了一封投资者的来信,用意大概就是让大家忘记股价。</p>\n<p>那位投资者在信中说,“股价不是衡量百度存在价值的尺子,对于百度来说,最重要的是能否推动人类的进步和发展”。所以,他认为,百度应该忽略资本市场的一些声音,更不要去刻意迎合资本市场。</p>\n<p>2005年百度上市时,李彦宏也曾对发行价“斤斤计较”,一再上调。</p>\n<p>当年百度开始内部定价时,投行推荐定在17~19美元区间,在百度要求下,调高到要18~20美元,但百度还是觉得这个定价低了,经过一番讨论后他们又把发行价定在19~21美元区间。</p>\n<p>最后到最后,百度再次提高发行价,满意地定在了27美元。</p>\n<p>出乎所有人预料的是,2005年8月5日晚,百度在美股挂牌后开盘暴涨至66美元,盘中攀高至150美元,最终以122.54美元收盘。</p>\n<p><img src=\"https://static.tigerbbs.com/37399fa6df1b0b23c5c0799b9cb3b04b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">2005年8月5日,百度登陆纳斯达克</p>\n<p>2011年3月,百度成为中国市值最高的互联网公司,李彦宏也一举登上“中国首富宝座”。</p>\n<p>但那几乎也是百度的巅峰时刻。之后,百度市值逐渐被阿里、腾讯远远甩在身后;最近几年,甚至被后起之秀<a href=\"https://laohu8.com/S/JD\">京东</a>、美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和字节纷纷赶超。</p>\n<p>到2015年3月,百度市值已经不及腾讯的1/2,只有阿里的1/3。但就他们在2014年的营收和净利润来看,百度与腾讯、阿里的差距并没有市值差距那么大。</p>\n<p>面对百度市值被赶超,以及首富位置易主,李彦宏曾在2015年做客央视节目时表示,(股价)慢慢会反应百度的真实价值,他的性格就是认准了就去做,不跟风不动摇,别人怎么想无所谓。</p>\n<p><b>现实很难,梦想很贵又很远</b></p>\n<p>小米和百度,目前呈现给资本市场的共同点是:老业务有挑战,不进则退;新业务需要持续烧钱,且短期内看不到大规模的商业变现。</p>\n<p>小米独创了铁人三项的商业模式,核心就是向用户提供极致性价比的硬件,在此基础上,靠互联网业务赚钱。</p>\n<p>在IPO前,雷军甚至公开承诺小米的硬件综合净利润率永远不超过5%,如果有超出部分,将全部返还给用户。</p>\n<p>但截至目前,小米的营收和利润依然主要来自硬件。</p>\n<p>2020年,小米实现营收2459亿元,其中,1522亿元来自智能手机,674亿元来自IOT与生活消费品,这意味着,硬件营收占比约90%;来自互联网服务的营收为238亿元,在总营收中占比9.6%。</p>\n<p>今年Q3,小米总收入781亿元,虽然互联网服务收入增速最快,毛利率最高,达到73.6%,但它也只贡献了9.4%的营收,比例较去年底还下降了。</p>\n<p>所以,目前资本市场依然把小米当成硬件公司,给出的市盈率约为16。苹果的市盈率远好于小米,目前接近29。</p>\n<p>从收入结构看,最新财报显示,硬件收入在苹果总营收中占比超78%,软件服务占比接近22%。而苹果的毛利水平也好于小米,2021财年Q4毛利率达到42.2%;小米Q3的毛利率为18.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/7b3c3b824c10a5e750c81dae9fc4d9fc\" tg-width=\"550\" tg-height=\"158\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>随着华为手机让出市场蛋糕,今年2季度,小米手机站上全球第二,仅次于<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>,领先于苹果。</p>\n<p>但到了Q3,Canalys报告显示,小米手机出货量同比下滑约6%,市占率14%,排名降至第三;苹果出货量同比增长14%,市占率达到15%,抢回市占率第二的位置。</p>\n<p><img src=\"https://static.tigerbbs.com/e5b03f7fc830b8789049b2ae4bd5fac5\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">2021Q3,全球手机市场份额数据,图片来源:Canalys</p>\n<p>小米现在面对的挑战,外有苹果,内有荣耀。</p>\n<p>今年Q3,小米在国内市场被荣耀赶超,丢掉市占率第三的位置,降至第四。</p>\n<p><img src=\"https://static.tigerbbs.com/534178082f460094edd62e496328ee6d\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">2021Q3,中国手机市场份额数据,图片来源:Canalys</p>\n<p>对于影响小米出货量的核心零部件短缺问题,小米管理层给出的判断不乐观。他们认为,到2022年上半年仍存在结构性的挑战。</p>\n<p>智能手机是小米的基本盘。手机出货增长不乐观,小米的研发和管理费用却在快速增长。</p>\n<p>第三季度,小米的管理费用增长50%;研发费用增加40%,而营收增速只有8.2%。</p>\n<p>这背后,一个很重要的持续花钱项就是造车。小米今年3月底正式官宣造车,目前团队规模超500人,但预计到2024年上半年才能正式量产。而小米在造车上的重投入才刚开始。</p>\n<p>现实很难,梦想很贵又很远,小米如此,百度同样受困于此。</p>\n<p>最近几年,百度的基本盘-在线广告业务持续受到字节系和阿里、腾讯的分食,这是大背景。</p>\n<p>加上疫情等因素导致的经济下行,也增加了百度广告的变现难度。</p>\n<p>今年Q3,百度核心(含传统广告业务+创新业务)营收247亿元,同比增长15%。其中,广告收入195亿元,同比增长6%。今年前三季度,百度广告增速都呈显著下滑态势。</p>\n<p>百度的创新业务,包括智能云、Apollo自动驾驶与智能音箱等增长迅速。第三季度,创新业务营收增长76%,但这块业务营收规模很小,只有约52亿元。</p>\n<p>同样的,百度造车、无人驾驶等在内的创新业务也都是需要持续大投入的项目。</p>\n<p>Q3,百度核心的研发投入同比增长46%,销售和行政费用同比飙升82%;而同期营收增速只有15%。</p>\n<p>百度的集度汽车预计2022年量产;而Apollo自动驾驶相关业务短期内很难大规模商业化。</p>\n<p><b>高投入、慢增长将成常态?</b></p>\n<p>随着消费互联网红利见顶,多种迹象表明,国内互联网行业正在告别高增长。</p>\n<p>今年Q3,阿里营收同比增长29%,明显低于市场预期;不仅如此,阿里还破天荒地调低了全年营收增长指引,从30%下调到20%-23%。</p>\n<p>腾讯增速也在放缓。今年Q3,其营收同比增长13%;而去年同期的营收增速是29%。</p>\n<p>就连此前一直增长生猛的字节跳动也曝出增速放缓的消息。</p>\n<p>据证券时报报道,字节跳动商业化产品部近期在全员大会上披露,其国内广告收入过去半年增长停止,这在字节跳动2013年商业化以来的几年里尚属首次。</p>\n<p>从阿里、腾讯、美团、字节等巨头的动作看,从消费互联网向产业互联网和硬科技转型,是必然选择和不得不为。</p>\n<p>硬科技、产业互联网的特点就是前期投入大,见效慢。国内AI四小龙的成长轨迹已经佐证了这一点。</p>\n<p>小米、百度押注的智能汽车、人工智能都被视为未来十年超大规模的阳光型赛道,但同时也是前期投入大、见效慢的方向。但就像雷军所说,方向对了,就不怕路远。</p>\n<p>只是,无论是互联网从业者还是资本市场,都需要适应慢下来的节奏,这需要时间,但又不得不面对和接受。</p>\n<p>相比较而言,在向硬科技、产业互联网转型的路上,小米、百度开始的都不算晚,甚至是走在了前列。</p>\n<p>不仅如此,他们底气也算足,除了人才和技术积淀,手上还有很多钱。</p>\n<p><img src=\"https://static.tigerbbs.com/a5e8ba8b9a67ec6a1fc740f2208c9791\" tg-width=\"550\" tg-height=\"260\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">截至今年三季度末,小米账上的现金及现金等价物为326.49亿元,而其现金资源总额为981亿元。</p>\n<p>同期,排除<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>,百度持有的现金、现金等价物、限制性现金和短期投资总值为1836亿元(约合284.9亿美元)。</p>\n<p>所以,一直以来,市场上都有声音认为,小米和百度被低估了。但让人费解的是,既然被低估,股价为何又跌跌不休?</p>\n<p>面对这样的资本市场,对于雷军和李彦宏而言,除了暂时忘掉股价,专心赶路,可能也别无他途。</p>","source":"lsy1622337641338","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>资本市场为何不爱雷军、李彦宏?</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资本市场为何不爱雷军、李彦宏?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 10:34 北京时间 <a href=http://tech.sina.cn/csj/2021-11-26/doc-ikyakumx0324132.d.html?vt=4><strong>好看商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>资本市场再一次不买小米的账。\nQ3财报发布后,小米股价在11月24日盘中跌超7%,截至收盘,跌幅为6.96%。\n今年第三季度,小米营收780.6亿元,同比增长8.2%,略低于市场预期的796.14亿元;经调整后的净利润为51.76亿元,同比增加25.4%。\n小米的基本盘—智能手机业务Q3营收478亿元,毛利率12.8%,同比增长4.4个百分点。\n受手机业务拉动,小米Q3毛利率回升至18.3%,超...</p>\n\n<a href=\"http://tech.sina.cn/csj/2021-11-26/doc-ikyakumx0324132.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/257cda8605ce6f81573095cb0e494c26","relate_stocks":{"BK1587":"次新股","BK1523":"武汉本地概念股","BK4552":"Archegos爆仓风波概念","BK1193":"电脑硬件、储存设备及电脑周边","KC":"金山云","BK1521":"挪威政府全球养老基金持仓","BK1095":"互动媒体与服务","BK4116":"互联网服务与基础架构","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","01810":"小米集团-W","BK1502":"双十一","QNETCN":"纳斯达克中美互联网老虎指数","BK1575":"同股不同权","BK1607":"新IT概念","BK4531":"中概回港概念","BK1589":"北水核心资产","BIDU":"百度","09888":"百度集团-SW","BK1588":"回港中概股","BK1506":"5G概念","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4526":"热门中概股"},"source_url":"http://tech.sina.cn/csj/2021-11-26/doc-ikyakumx0324132.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186970433","content_text":"资本市场再一次不买小米的账。\nQ3财报发布后,小米股价在11月24日盘中跌超7%,截至收盘,跌幅为6.96%。\n今年第三季度,小米营收780.6亿元,同比增长8.2%,略低于市场预期的796.14亿元;经调整后的净利润为51.76亿元,同比增加25.4%。\n小米的基本盘—智能手机业务Q3营收478亿元,毛利率12.8%,同比增长4.4个百分点。\n受手机业务拉动,小米Q3毛利率回升至18.3%,超市场预期。\n此外,小米Q3财报还有其它亮点。包括:境外市场收入409亿元,在总收入中占比达到52.4%;截至2021年11月22日,MIUI全球月活跃用户数首次破5亿;互联网服务收入73亿元,再创单季度历史新高,毛利率73.6%,同比提升13.1个百分点。\n奈何资本市场并不买账,小米股价在财报发布次日开盘就变绿;11月25日,小米股价盘中继续下跌,不过最终以微涨1.66%收盘。\n小米股价在今年1月1日达到历史高点35.9港元,之后几乎一路向下。截至11月25日收盘,小米盘中最低跌至19.02港元,年内最大跌幅超47%。\n“劳模”雷军勤奋工作一整年,小米的股票市值缩水近一半。在这一点上,百度创始人、董事长兼CEO李彦宏跟雷军的待遇差不多。\n百度股票在今年2月1日触及近几年高位354.8美元,市值再次突破千亿美元大关。但之后很快进入下跌通道。\n截至11月24日美股收盘,百度股价为151.39美元,总市值535.32亿美元,结结实实地缩水了一半。百度在港股的表现与美股基本一致。\n年过50依然仰望星空,勤奋且没打算退休,公开场合还能听到他们演讲,雷军、李彦宏这样的企业家如今在国内互联网圈不多见了。\n但资本市场总是不买他们的账,这究竟是为什么?\n股价意难平\n业绩不错,但资本市场不买账。这种情形,小米再熟悉不过了,毕竟它不是第一次在资本市场意难平了。\n今年上半年,小米几乎迎来史上最好的时候:二季度收入877.9亿元,同比大增64%,经调整净利润63亿元,同比增加87.4%。小米在二季报中评价其业绩时,连用了7次“创历史新高”。\n但是,但是,面对小米如此高光的时刻,资本市场就是不买账。财报发布次日,股价开盘半小时就由红转绿,最终以3.55%的跌幅报收。\n今年3月11日,小米正式决议行使股份购回授权,以不定期按最高总额100亿港元在公开市场购回股份。\n目前为止,小米已经多次回购股票,但仍不能改变股价走势。\n有投资者在股票社区吐槽说:实在是地狱模式,上半年投了12万,一不留神就跌超30%了,何至于此呢?\n就连雷军自己也有点想不通。他曾在小米十一周年的演讲中问:“我们如此努力地工作,小米的收入和市场份额都在增长。为什么资本市场就是不认可小米?”\n雷军承认,股价破发和跌跌不休,曾给他造成心理阴影。\n2018年,小米启动IPO,全球瞩目。它是香港首家同股不同权的公司上市,也是全球第三大规模的科技股IPO。\n最初的预期里,小米的IPO估值可到2000亿美元。雷军在小米最终定价前也摇旗呐喊,称小米的估值应该是苹果×腾讯。但最终小米IPO定价17港元,意味着IPO估值只有约500亿美元,较预期大打折扣。\n即便如此,2018年7月9日,小米挂牌当天就破发,IPO投资者全部亏损,包括为小米IPO站台的基石投资者李嘉诚、马云、马化腾等名流。这让雷军和小米管理层都感到难堪。\n雷军在IPO晚宴致辞时忍不住打了一个包票:今天破发,我对不住大家了。我们会努力工作,一定要让IPO投资者至少赚一倍!\n雷军那天晚上喝了很多酒,他跟同事反复说,一定要努力工作,不能亏别人的钱。\n结果,小米股价在两年后才让IPO投资者回本。雷军给自己挖的坑,花了2年半时间才填上。\n今年1月4日,小米股价达到34港元高位,较IPO发行价翻了一倍。雷军在8月份的年度演讲中提到,当年吹的牛(让IPO投资者赚一倍)终于兑现了,他可以卸载所有股票软件,再也不关心股价了。\n所以,目前有亏钱的股民呼吁雷军赶快把炒股软件再装回来。对此,不知道雷军怎么看?\n相比之下,李彦宏对股价似乎早已变得佛系了。\n今年初,百度市值重回千亿美金,外界纷纷认为“能打的百度回来了”。李彦宏却在内部分享了一封投资者的来信,用意大概就是让大家忘记股价。\n那位投资者在信中说,“股价不是衡量百度存在价值的尺子,对于百度来说,最重要的是能否推动人类的进步和发展”。所以,他认为,百度应该忽略资本市场的一些声音,更不要去刻意迎合资本市场。\n2005年百度上市时,李彦宏也曾对发行价“斤斤计较”,一再上调。\n当年百度开始内部定价时,投行推荐定在17~19美元区间,在百度要求下,调高到要18~20美元,但百度还是觉得这个定价低了,经过一番讨论后他们又把发行价定在19~21美元区间。\n最后到最后,百度再次提高发行价,满意地定在了27美元。\n出乎所有人预料的是,2005年8月5日晚,百度在美股挂牌后开盘暴涨至66美元,盘中攀高至150美元,最终以122.54美元收盘。\n2005年8月5日,百度登陆纳斯达克\n2011年3月,百度成为中国市值最高的互联网公司,李彦宏也一举登上“中国首富宝座”。\n但那几乎也是百度的巅峰时刻。之后,百度市值逐渐被阿里、腾讯远远甩在身后;最近几年,甚至被后起之秀京东、美团、拼多多和字节纷纷赶超。\n到2015年3月,百度市值已经不及腾讯的1/2,只有阿里的1/3。但就他们在2014年的营收和净利润来看,百度与腾讯、阿里的差距并没有市值差距那么大。\n面对百度市值被赶超,以及首富位置易主,李彦宏曾在2015年做客央视节目时表示,(股价)慢慢会反应百度的真实价值,他的性格就是认准了就去做,不跟风不动摇,别人怎么想无所谓。\n现实很难,梦想很贵又很远\n小米和百度,目前呈现给资本市场的共同点是:老业务有挑战,不进则退;新业务需要持续烧钱,且短期内看不到大规模的商业变现。\n小米独创了铁人三项的商业模式,核心就是向用户提供极致性价比的硬件,在此基础上,靠互联网业务赚钱。\n在IPO前,雷军甚至公开承诺小米的硬件综合净利润率永远不超过5%,如果有超出部分,将全部返还给用户。\n但截至目前,小米的营收和利润依然主要来自硬件。\n2020年,小米实现营收2459亿元,其中,1522亿元来自智能手机,674亿元来自IOT与生活消费品,这意味着,硬件营收占比约90%;来自互联网服务的营收为238亿元,在总营收中占比9.6%。\n今年Q3,小米总收入781亿元,虽然互联网服务收入增速最快,毛利率最高,达到73.6%,但它也只贡献了9.4%的营收,比例较去年底还下降了。\n所以,目前资本市场依然把小米当成硬件公司,给出的市盈率约为16。苹果的市盈率远好于小米,目前接近29。\n从收入结构看,最新财报显示,硬件收入在苹果总营收中占比超78%,软件服务占比接近22%。而苹果的毛利水平也好于小米,2021财年Q4毛利率达到42.2%;小米Q3的毛利率为18.3%。\n\n\n随着华为手机让出市场蛋糕,今年2季度,小米手机站上全球第二,仅次于三星,领先于苹果。\n但到了Q3,Canalys报告显示,小米手机出货量同比下滑约6%,市占率14%,排名降至第三;苹果出货量同比增长14%,市占率达到15%,抢回市占率第二的位置。\n2021Q3,全球手机市场份额数据,图片来源:Canalys\n小米现在面对的挑战,外有苹果,内有荣耀。\n今年Q3,小米在国内市场被荣耀赶超,丢掉市占率第三的位置,降至第四。\n2021Q3,中国手机市场份额数据,图片来源:Canalys\n对于影响小米出货量的核心零部件短缺问题,小米管理层给出的判断不乐观。他们认为,到2022年上半年仍存在结构性的挑战。\n智能手机是小米的基本盘。手机出货增长不乐观,小米的研发和管理费用却在快速增长。\n第三季度,小米的管理费用增长50%;研发费用增加40%,而营收增速只有8.2%。\n这背后,一个很重要的持续花钱项就是造车。小米今年3月底正式官宣造车,目前团队规模超500人,但预计到2024年上半年才能正式量产。而小米在造车上的重投入才刚开始。\n现实很难,梦想很贵又很远,小米如此,百度同样受困于此。\n最近几年,百度的基本盘-在线广告业务持续受到字节系和阿里、腾讯的分食,这是大背景。\n加上疫情等因素导致的经济下行,也增加了百度广告的变现难度。\n今年Q3,百度核心(含传统广告业务+创新业务)营收247亿元,同比增长15%。其中,广告收入195亿元,同比增长6%。今年前三季度,百度广告增速都呈显著下滑态势。\n百度的创新业务,包括智能云、Apollo自动驾驶与智能音箱等增长迅速。第三季度,创新业务营收增长76%,但这块业务营收规模很小,只有约52亿元。\n同样的,百度造车、无人驾驶等在内的创新业务也都是需要持续大投入的项目。\nQ3,百度核心的研发投入同比增长46%,销售和行政费用同比飙升82%;而同期营收增速只有15%。\n百度的集度汽车预计2022年量产;而Apollo自动驾驶相关业务短期内很难大规模商业化。\n高投入、慢增长将成常态?\n随着消费互联网红利见顶,多种迹象表明,国内互联网行业正在告别高增长。\n今年Q3,阿里营收同比增长29%,明显低于市场预期;不仅如此,阿里还破天荒地调低了全年营收增长指引,从30%下调到20%-23%。\n腾讯增速也在放缓。今年Q3,其营收同比增长13%;而去年同期的营收增速是29%。\n就连此前一直增长生猛的字节跳动也曝出增速放缓的消息。\n据证券时报报道,字节跳动商业化产品部近期在全员大会上披露,其国内广告收入过去半年增长停止,这在字节跳动2013年商业化以来的几年里尚属首次。\n从阿里、腾讯、美团、字节等巨头的动作看,从消费互联网向产业互联网和硬科技转型,是必然选择和不得不为。\n硬科技、产业互联网的特点就是前期投入大,见效慢。国内AI四小龙的成长轨迹已经佐证了这一点。\n小米、百度押注的智能汽车、人工智能都被视为未来十年超大规模的阳光型赛道,但同时也是前期投入大、见效慢的方向。但就像雷军所说,方向对了,就不怕路远。\n只是,无论是互联网从业者还是资本市场,都需要适应慢下来的节奏,这需要时间,但又不得不面对和接受。\n相比较而言,在向硬科技、产业互联网转型的路上,小米、百度开始的都不算晚,甚至是走在了前列。\n不仅如此,他们底气也算足,除了人才和技术积淀,手上还有很多钱。\n截至今年三季度末,小米账上的现金及现金等价物为326.49亿元,而其现金资源总额为981亿元。\n同期,排除爱奇艺,百度持有的现金、现金等价物、限制性现金和短期投资总值为1836亿元(约合284.9亿美元)。\n所以,一直以来,市场上都有声音认为,小米和百度被低估了。但让人费解的是,既然被低估,股价为何又跌跌不休?\n面对这样的资本市场,对于雷军和李彦宏而言,除了暂时忘掉股价,专心赶路,可能也别无他途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840297823,"gmtCreate":1635647904054,"gmtModify":1635647904198,"author":{"id":"3572130044103673","authorId":"3572130044103673","name":"新幼虎","avatar":"https://static.tigerbbs.com/4bdd0b3103f8f3a8511a5dc365693fb7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572130044103673","authorIdStr":"3572130044103673"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>结束了,对这活动有点无语[黑眼圈] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>结束了,对这活动有点无语[黑眼圈] ","text":"$老虎证券(TIGR)$结束了,对这活动有点无语[黑眼圈]","images":[{"img":"https://static.tigerbbs.com/4466b0b86a8c17d510207848a88240bd","width":"1080","height":"2264"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840297823","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":840032887,"gmtCreate":1635566843572,"gmtModify":1635566860520,"author":{"id":"3572130044103673","authorId":"3572130044103673","name":"新幼虎","avatar":"https://static.tigerbbs.com/4bdd0b3103f8f3a8511a5dc365693fb7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572130044103673","authorIdStr":"3572130044103673"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840032887","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! 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[捂脸]","images":[{"img":"https://static.tigerbbs.com/3a73c25db0bf8393d5ef40ccabc95446","width":"1080","height":"2264"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826141837","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":821422223,"gmtCreate":1633776801817,"gmtModify":1633777034770,"author":{"id":"3572130044103673","authorId":"3572130044103673","name":"新幼虎","avatar":"https://static.tigerbbs.com/4bdd0b3103f8f3a8511a5dc365693fb7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572130044103673","authorIdStr":"3572130044103673"},"themes":[],"htmlText":"在政府出手处罚前假装已经处罚","listText":"在政府出手处罚前假装已经处罚","text":"在政府出手处罚前假装已经处罚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821422223","repostId":"1151987762","repostType":4,"repost":{"id":"1151987762","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1633742266,"share":"https://www.laohu8.com/m/news/1151987762?lang=&edition=full","pubTime":"2021-10-09 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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恒大集团:提前赎回投资产品的管理人员已退回款项\n</h2>\n\n<h4 class=\"meta\">\n\n2021-10-09 09:17 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>恒大集团发布公告:6名提前赎回恒大财富投资产品的管理人员,已于10月8日前将所有提前赎回的款项全额归还到恒大财富指定账户。公司已对上述6名管理人员进行问责惩处。\n\n此前9月18日,恒大集团发布公告回复了近日市场上对其高管提前赎回财富投资产品的质疑。\n根据公告,截至2021年5月1日,时任恒大集团总部、各产业集团总裁助理以上高管及地产集团各省公司董事长、总经理,以及时任恒大财富副总经理以上管理人员,...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151987762","content_text":"恒大集团发布公告:6名提前赎回恒大财富投资产品的管理人员,已于10月8日前将所有提前赎回的款项全额归还到恒大财富指定账户。公司已对上述6名管理人员进行问责惩处。\n\n此前9月18日,恒大集团发布公告回复了近日市场上对其高管提前赎回财富投资产品的质疑。\n根据公告,截至2021年5月1日,时任恒大集团总部、各产业集团总裁助理以上高管及地产集团各省公司董事长、总经理,以及时任恒大财富副总经理以上管理人员,共计44人持有恒大财富58笔投资产品;5月1日-9月7日期间,上述范围管理人员中,有8人的9笔投资产品到期正常兑付,有9人新认购13笔投资产品,有6人提前赎回12笔投资产品;截至9月8日,有39人仍持有恒大财富50笔投资产品。\n同时,公告中表示,恒大集团已要求该6名管理人员提前赎回的所有款项必须限期返回,并给予严厉惩处;要求恒大财富必须严格按照已公布的兑付方案执行,确保公平公正、一视同仁;要求恒大财富中层以上员工必须坚守岗位,继续做好客户服务工作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823878221,"gmtCreate":1633615371403,"gmtModify":1633615374376,"author":{"id":"3572130044103673","authorId":"3572130044103673","name":"新幼虎","avatar":"https://static.tigerbbs.com/4bdd0b3103f8f3a8511a5dc365693fb7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572130044103673","authorIdStr":"3572130044103673"},"themes":[],"htmlText":"没真正看过,但看过油管解说。。。单看剧情真不明白为什么会火[汗颜] ","listText":"没真正看过,但看过油管解说。。。单看剧情真不明白为什么会火[汗颜] ","text":"没真正看过,但看过油管解说。。。单看剧情真不明白为什么会火[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823878221","repostId":"1143443421","repostType":4,"repost":{"id":"1143443421","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633611350,"share":"https://www.laohu8.com/m/news/1143443421?lang=&edition=full","pubTime":"2021-10-07 20:55","market":"us","language":"zh","title":"老虎盘前观察:Netflix很成功!《鱿鱼游戏》被追捧有3个原因","url":"https://stock-news.laohu8.com/highlight/detail?id=1143443421","media":"老虎锐评","summary":"盘前观察\n美国盘前上涨。两党虽然还未就债务上限延期达成正式协议,但目前的市场共识是债务危机将延期2个月。(相关新闻:盘前:被高盛唱多蔚来“飘”了!台积电回应客户数据一事)\n从《鱿鱼游戏》的全球蹿红谈起","content":"<p><b>盘前观察</b></p>\n<p>美国盘前上涨。两党虽然还未就债务上限延期达成正式协议,但目前的市场共识是债务危机将延期2个月。(相关新闻:<a href=\"https://laohu8.com/NW/1193758723\" target=\"_blank\">盘前:被高盛唱多蔚来“飘”了!台积电回应客户数据一事</a>)</p>\n<p><b>从《鱿鱼游戏》的全球蹿红谈起</b></p>\n<p>一部韩国电视剧《鱿鱼游戏》火遍了全球,股价一直在$500-600徘徊的Netflix的终于也突破了$600股价瓶颈,最近屡创新高。这部剧,从导演到演员到剧本到语言,清一色的韩国背景,几乎没有任何国际元素(剧中只有一名来自说着韩语的巴基斯坦偷渡工人)。这和好莱坞传统大片,动辄就是各类肤色+人种搭配,完全是两条线路。Netflix事先应该也没想到,这部片能够被全世界所接受,片子爆红之后马上宣布会拍续集。有消息称今年的美国万圣节,鱿鱼游戏中的装扮,将会是最受欢迎的选择(下图)。</p>\n<p><img src=\"https://static.tigerbbs.com/61c1f6f42f9bce03156378bc819ced01\" tg-width=\"599\" tg-height=\"388\" referrerpolicy=\"no-referrer\">看到韩剧在全世界受追捧,而中剧除了古装就是都市爱情,永远在国门内打转,心里着急。一个国家除了硬实力要上去以外,娱乐产业作为软实力的代表,能被世界所接受,一个国家才更能被世界所接受,日本就是这么一个例子。</p>\n<p>如果要谈全世界民众对日本的印象,那毫无疑问就是“机器人”带来的科技感。事实上,并不是说日本的“机器人”技术在全世界就有着最领先的地位,而是日本关于“机器人”的漫画(高达系列)和电影(哥斯拉),给全世界塑造了一个科技感十足的日本形象。另一个例子就是美国电影电视塑造的纽约警察和美国军人形象,其神勇表现和现实有着十万八千里的距离,但却无形之中让全世界心目中都认可了这样的形象。</p>\n<p>《鱿鱼游戏》之所以能被世界追捧,有3个原因。</p>\n<p><b>1,全世界越来越崇尚“暗黑”和“血腥”。</b>早在《鱿鱼游戏》之前,另外一部亚马逊的爆款电视剧《The Boys》,就靠着黑化美国的超人形象和血腥的场景,一炮走红。全球民众的口味在剧烈变化(当然有的人会说是“恶趣味”在上升)。在80-90年代,大家喜欢看的主体思想还是“正义战胜邪恶”,但现在已经颠倒了,越是“暗黑”和“血腥”的影视作品就越受到欢迎。从这个发展趋势来看,以古装和都市爱情为主的国产影视剧,很难融入到世界文化。</p>\n<p><b>2,主角的平民化设定非常真实。</b>这是一部没有帅哥靓女的电视剧,演员们从头到尾都是脏兮兮的平民形象。所有的参赛者都是带着巨额债务,却有着一夜暴富的梦想。这种设定,无疑把剧中形象和全世界老百姓的距离拉近了。美国有50%以上的人不交税,欧洲拿着福利的人更多,这个世界最不缺乏的就是穷人。这种平民设定,其实在另外一部电影也获得了成功,《Slumdog Millionaire》赢得了8项奥斯卡大奖,包括最佳影片。</p>\n<p><b>3,仇富是最受欢迎的主题思想。</b>全球左派思想盛行,仇富已经俨然成为了全世界的共识。《The Boys》虽然也很“暗黑”和“血腥”,但是这部电视剧却没有仇富元素,所以受欢迎程度就少了一些。《鱿鱼游戏》充分抓住了这个社会矛盾,把大众的仇富心态推向了极致:要想成为富人,必须要不择手段杀害同伴,所有的富人都是心理畸形的变态。2022年韩国大选中的候选人,已经用这部电视剧来指责竞争对手(利用大众的仇富心态)。这个世界正在朝仇富的道路上越走越远,民主党共和党的基础选民,不管理念,通通仇富——突然觉得美国$3.5万亿的福利计划,还是有点道理。</p>\n<p>《鱿鱼游戏》的成功,不仅是Netflix的成功,也是韩国的成功。虽然这部电视剧的色彩和思想和传统大相径庭,但这就是世界的发展方向。爱优腾,在这样的大背景下,和世界的距离越来越远。</p>\n<p><b>大市(美东时间9:00 AM)</b></p>\n<p><img src=\"https://static.tigerbbs.com/38122cc3d01eae9dbf43651fdf53c418\" tg-width=\"684\" tg-height=\"423\" referrerpolicy=\"no-referrer\"><b>公司新闻</b></p>\n<p><b>辉瑞(PFE)& BioNTech(BNTX):向美国FDA申请用于5-11岁儿童的紧急使用授权。</b></p>\n<p><b>Moderna(MRNA):因存在心肌炎风险,芬兰暂停为30岁以下男性接种Moderna新冠疫苗。</b>此前瑞典和丹麦宣布停止为年轻人接种Moderna新冠疫苗,因存在潜在的副作用。<b> </b></p>\n<p><b>Moderna(MRNA):将在非洲建立mRNA疫苗工厂,以促进疫苗生产。</b>该公司预计将投资$5亿用于新工厂,目标是每年以50微克剂量水平生产多达5亿剂疫苗。</p>\n<p><b>嘉年华邮轮(CCL):计划于2022年1月和2月重启更多船只。</b>到明年2月,嘉年华邮轮在美国的业务将占其运力的90%。9月初,嘉年华邮轮恢复了一半的船队运营。</p>\n<p><b>波音(BA):NASA表示,波音的Starliner今年不会再次尝试发射。</b>两名原定乘坐该飞船飞行的宇航员被重新分配到未来使用SpaceX飞船的一次任务。</p>\n<p><b>Rocket Lab(RKLB):宣布被NASA选定为太阳帆系统的发射服务提供商。</b>该公司副总裁将在卫星创新大会2021上公布中子号火箭的研发进展。</p>\n<p><b>苹果(AAPL):据报道,苹果的造车计划显示,将使用iPhone控制音乐、地图等车内系统。</b>苹果正在研究可以访问气温、车速表、音响、座椅等功能的技术,用户可将手机与车辆连接。</p>\n<p><b>Twitter(TWTR):将以$10.5亿将移动广告业务MoPub卖给Applovin。</b>MoPub去年收入$1.88亿,Twitter 2013年以约$3.5亿收购了MoPub。</p>\n<p><b>Affirm(AFRM)& </b></p>\n<p><b>Target(TGT):Affirm与Target开发先买后付业务。</b>此前8月下旬,Affirm宣布与亚马逊(AMZN)达成合作,为$50以上的购买提供先买后付业务。</p>\n<p><b>亚马逊(AMZN):旗下Twitch直播遭黑客攻击,全部源代码遭公布。</b>Twitch承认公司遇到重大数据泄露问题,目前团队正在了解数据泄露情况,并建议用户尽快更改密码。</p>\n<p><b>谷歌(GOOGL):宣布投资$10亿促进非洲互联网接入。</b>该项目将使非洲互联网价格下降21%,并使尼日利亚的连接速度提高5倍,南非的连接速度几乎提高3倍。</p>\n<p><b>Costco(COST):9月可比销售额增长14.3%,此前8月可比销售额增长14.2%。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎盘前观察:Netflix很成功!《鱿鱼游戏》被追捧有3个原因</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老虎盘前观察:Netflix很成功!《鱿鱼游戏》被追捧有3个原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2021-10-07 20:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘前观察</b></p>\n<p>美国盘前上涨。两党虽然还未就债务上限延期达成正式协议,但目前的市场共识是债务危机将延期2个月。(相关新闻:<a href=\"https://laohu8.com/NW/1193758723\" target=\"_blank\">盘前:被高盛唱多蔚来“飘”了!台积电回应客户数据一事</a>)</p>\n<p><b>从《鱿鱼游戏》的全球蹿红谈起</b></p>\n<p>一部韩国电视剧《鱿鱼游戏》火遍了全球,股价一直在$500-600徘徊的Netflix的终于也突破了$600股价瓶颈,最近屡创新高。这部剧,从导演到演员到剧本到语言,清一色的韩国背景,几乎没有任何国际元素(剧中只有一名来自说着韩语的巴基斯坦偷渡工人)。这和好莱坞传统大片,动辄就是各类肤色+人种搭配,完全是两条线路。Netflix事先应该也没想到,这部片能够被全世界所接受,片子爆红之后马上宣布会拍续集。有消息称今年的美国万圣节,鱿鱼游戏中的装扮,将会是最受欢迎的选择(下图)。</p>\n<p><img src=\"https://static.tigerbbs.com/61c1f6f42f9bce03156378bc819ced01\" tg-width=\"599\" tg-height=\"388\" referrerpolicy=\"no-referrer\">看到韩剧在全世界受追捧,而中剧除了古装就是都市爱情,永远在国门内打转,心里着急。一个国家除了硬实力要上去以外,娱乐产业作为软实力的代表,能被世界所接受,一个国家才更能被世界所接受,日本就是这么一个例子。</p>\n<p>如果要谈全世界民众对日本的印象,那毫无疑问就是“机器人”带来的科技感。事实上,并不是说日本的“机器人”技术在全世界就有着最领先的地位,而是日本关于“机器人”的漫画(高达系列)和电影(哥斯拉),给全世界塑造了一个科技感十足的日本形象。另一个例子就是美国电影电视塑造的纽约警察和美国军人形象,其神勇表现和现实有着十万八千里的距离,但却无形之中让全世界心目中都认可了这样的形象。</p>\n<p>《鱿鱼游戏》之所以能被世界追捧,有3个原因。</p>\n<p><b>1,全世界越来越崇尚“暗黑”和“血腥”。</b>早在《鱿鱼游戏》之前,另外一部亚马逊的爆款电视剧《The Boys》,就靠着黑化美国的超人形象和血腥的场景,一炮走红。全球民众的口味在剧烈变化(当然有的人会说是“恶趣味”在上升)。在80-90年代,大家喜欢看的主体思想还是“正义战胜邪恶”,但现在已经颠倒了,越是“暗黑”和“血腥”的影视作品就越受到欢迎。从这个发展趋势来看,以古装和都市爱情为主的国产影视剧,很难融入到世界文化。</p>\n<p><b>2,主角的平民化设定非常真实。</b>这是一部没有帅哥靓女的电视剧,演员们从头到尾都是脏兮兮的平民形象。所有的参赛者都是带着巨额债务,却有着一夜暴富的梦想。这种设定,无疑把剧中形象和全世界老百姓的距离拉近了。美国有50%以上的人不交税,欧洲拿着福利的人更多,这个世界最不缺乏的就是穷人。这种平民设定,其实在另外一部电影也获得了成功,《Slumdog Millionaire》赢得了8项奥斯卡大奖,包括最佳影片。</p>\n<p><b>3,仇富是最受欢迎的主题思想。</b>全球左派思想盛行,仇富已经俨然成为了全世界的共识。《The Boys》虽然也很“暗黑”和“血腥”,但是这部电视剧却没有仇富元素,所以受欢迎程度就少了一些。《鱿鱼游戏》充分抓住了这个社会矛盾,把大众的仇富心态推向了极致:要想成为富人,必须要不择手段杀害同伴,所有的富人都是心理畸形的变态。2022年韩国大选中的候选人,已经用这部电视剧来指责竞争对手(利用大众的仇富心态)。这个世界正在朝仇富的道路上越走越远,民主党共和党的基础选民,不管理念,通通仇富——突然觉得美国$3.5万亿的福利计划,还是有点道理。</p>\n<p>《鱿鱼游戏》的成功,不仅是Netflix的成功,也是韩国的成功。虽然这部电视剧的色彩和思想和传统大相径庭,但这就是世界的发展方向。爱优腾,在这样的大背景下,和世界的距离越来越远。</p>\n<p><b>大市(美东时间9:00 AM)</b></p>\n<p><img src=\"https://static.tigerbbs.com/38122cc3d01eae9dbf43651fdf53c418\" tg-width=\"684\" tg-height=\"423\" referrerpolicy=\"no-referrer\"><b>公司新闻</b></p>\n<p><b>辉瑞(PFE)& BioNTech(BNTX):向美国FDA申请用于5-11岁儿童的紧急使用授权。</b></p>\n<p><b>Moderna(MRNA):因存在心肌炎风险,芬兰暂停为30岁以下男性接种Moderna新冠疫苗。</b>此前瑞典和丹麦宣布停止为年轻人接种Moderna新冠疫苗,因存在潜在的副作用。<b> </b></p>\n<p><b>Moderna(MRNA):将在非洲建立mRNA疫苗工厂,以促进疫苗生产。</b>该公司预计将投资$5亿用于新工厂,目标是每年以50微克剂量水平生产多达5亿剂疫苗。</p>\n<p><b>嘉年华邮轮(CCL):计划于2022年1月和2月重启更多船只。</b>到明年2月,嘉年华邮轮在美国的业务将占其运力的90%。9月初,嘉年华邮轮恢复了一半的船队运营。</p>\n<p><b>波音(BA):NASA表示,波音的Starliner今年不会再次尝试发射。</b>两名原定乘坐该飞船飞行的宇航员被重新分配到未来使用SpaceX飞船的一次任务。</p>\n<p><b>Rocket Lab(RKLB):宣布被NASA选定为太阳帆系统的发射服务提供商。</b>该公司副总裁将在卫星创新大会2021上公布中子号火箭的研发进展。</p>\n<p><b>苹果(AAPL):据报道,苹果的造车计划显示,将使用iPhone控制音乐、地图等车内系统。</b>苹果正在研究可以访问气温、车速表、音响、座椅等功能的技术,用户可将手机与车辆连接。</p>\n<p><b>Twitter(TWTR):将以$10.5亿将移动广告业务MoPub卖给Applovin。</b>MoPub去年收入$1.88亿,Twitter 2013年以约$3.5亿收购了MoPub。</p>\n<p><b>Affirm(AFRM)& </b></p>\n<p><b>Target(TGT):Affirm与Target开发先买后付业务。</b>此前8月下旬,Affirm宣布与亚马逊(AMZN)达成合作,为$50以上的购买提供先买后付业务。</p>\n<p><b>亚马逊(AMZN):旗下Twitch直播遭黑客攻击,全部源代码遭公布。</b>Twitch承认公司遇到重大数据泄露问题,目前团队正在了解数据泄露情况,并建议用户尽快更改密码。</p>\n<p><b>谷歌(GOOGL):宣布投资$10亿促进非洲互联网接入。</b>该项目将使非洲互联网价格下降21%,并使尼日利亚的连接速度提高5倍,南非的连接速度几乎提高3倍。</p>\n<p><b>Costco(COST):9月可比销售额增长14.3%,此前8月可比销售额增长14.2%。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143443421","content_text":"盘前观察\n美国盘前上涨。两党虽然还未就债务上限延期达成正式协议,但目前的市场共识是债务危机将延期2个月。(相关新闻:盘前:被高盛唱多蔚来“飘”了!台积电回应客户数据一事)\n从《鱿鱼游戏》的全球蹿红谈起\n一部韩国电视剧《鱿鱼游戏》火遍了全球,股价一直在$500-600徘徊的Netflix的终于也突破了$600股价瓶颈,最近屡创新高。这部剧,从导演到演员到剧本到语言,清一色的韩国背景,几乎没有任何国际元素(剧中只有一名来自说着韩语的巴基斯坦偷渡工人)。这和好莱坞传统大片,动辄就是各类肤色+人种搭配,完全是两条线路。Netflix事先应该也没想到,这部片能够被全世界所接受,片子爆红之后马上宣布会拍续集。有消息称今年的美国万圣节,鱿鱼游戏中的装扮,将会是最受欢迎的选择(下图)。\n看到韩剧在全世界受追捧,而中剧除了古装就是都市爱情,永远在国门内打转,心里着急。一个国家除了硬实力要上去以外,娱乐产业作为软实力的代表,能被世界所接受,一个国家才更能被世界所接受,日本就是这么一个例子。\n如果要谈全世界民众对日本的印象,那毫无疑问就是“机器人”带来的科技感。事实上,并不是说日本的“机器人”技术在全世界就有着最领先的地位,而是日本关于“机器人”的漫画(高达系列)和电影(哥斯拉),给全世界塑造了一个科技感十足的日本形象。另一个例子就是美国电影电视塑造的纽约警察和美国军人形象,其神勇表现和现实有着十万八千里的距离,但却无形之中让全世界心目中都认可了这样的形象。\n《鱿鱼游戏》之所以能被世界追捧,有3个原因。\n1,全世界越来越崇尚“暗黑”和“血腥”。早在《鱿鱼游戏》之前,另外一部亚马逊的爆款电视剧《The Boys》,就靠着黑化美国的超人形象和血腥的场景,一炮走红。全球民众的口味在剧烈变化(当然有的人会说是“恶趣味”在上升)。在80-90年代,大家喜欢看的主体思想还是“正义战胜邪恶”,但现在已经颠倒了,越是“暗黑”和“血腥”的影视作品就越受到欢迎。从这个发展趋势来看,以古装和都市爱情为主的国产影视剧,很难融入到世界文化。\n2,主角的平民化设定非常真实。这是一部没有帅哥靓女的电视剧,演员们从头到尾都是脏兮兮的平民形象。所有的参赛者都是带着巨额债务,却有着一夜暴富的梦想。这种设定,无疑把剧中形象和全世界老百姓的距离拉近了。美国有50%以上的人不交税,欧洲拿着福利的人更多,这个世界最不缺乏的就是穷人。这种平民设定,其实在另外一部电影也获得了成功,《Slumdog Millionaire》赢得了8项奥斯卡大奖,包括最佳影片。\n3,仇富是最受欢迎的主题思想。全球左派思想盛行,仇富已经俨然成为了全世界的共识。《The Boys》虽然也很“暗黑”和“血腥”,但是这部电视剧却没有仇富元素,所以受欢迎程度就少了一些。《鱿鱼游戏》充分抓住了这个社会矛盾,把大众的仇富心态推向了极致:要想成为富人,必须要不择手段杀害同伴,所有的富人都是心理畸形的变态。2022年韩国大选中的候选人,已经用这部电视剧来指责竞争对手(利用大众的仇富心态)。这个世界正在朝仇富的道路上越走越远,民主党共和党的基础选民,不管理念,通通仇富——突然觉得美国$3.5万亿的福利计划,还是有点道理。\n《鱿鱼游戏》的成功,不仅是Netflix的成功,也是韩国的成功。虽然这部电视剧的色彩和思想和传统大相径庭,但这就是世界的发展方向。爱优腾,在这样的大背景下,和世界的距离越来越远。\n大市(美东时间9:00 AM)\n公司新闻\n辉瑞(PFE)& BioNTech(BNTX):向美国FDA申请用于5-11岁儿童的紧急使用授权。\nModerna(MRNA):因存在心肌炎风险,芬兰暂停为30岁以下男性接种Moderna新冠疫苗。此前瑞典和丹麦宣布停止为年轻人接种Moderna新冠疫苗,因存在潜在的副作用。 \nModerna(MRNA):将在非洲建立mRNA疫苗工厂,以促进疫苗生产。该公司预计将投资$5亿用于新工厂,目标是每年以50微克剂量水平生产多达5亿剂疫苗。\n嘉年华邮轮(CCL):计划于2022年1月和2月重启更多船只。到明年2月,嘉年华邮轮在美国的业务将占其运力的90%。9月初,嘉年华邮轮恢复了一半的船队运营。\n波音(BA):NASA表示,波音的Starliner今年不会再次尝试发射。两名原定乘坐该飞船飞行的宇航员被重新分配到未来使用SpaceX飞船的一次任务。\nRocket Lab(RKLB):宣布被NASA选定为太阳帆系统的发射服务提供商。该公司副总裁将在卫星创新大会2021上公布中子号火箭的研发进展。\n苹果(AAPL):据报道,苹果的造车计划显示,将使用iPhone控制音乐、地图等车内系统。苹果正在研究可以访问气温、车速表、音响、座椅等功能的技术,用户可将手机与车辆连接。\nTwitter(TWTR):将以$10.5亿将移动广告业务MoPub卖给Applovin。MoPub去年收入$1.88亿,Twitter 2013年以约$3.5亿收购了MoPub。\nAffirm(AFRM)& 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","text":"$老虎证券(TIGR)$昨天又被骗了3000虎币[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868931832","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860121271,"gmtCreate":1632147029093,"gmtModify":1632802531631,"author":{"id":"3572130044103673","authorId":"3572130044103673","name":"新幼虎","avatar":"https://static.tigerbbs.com/4bdd0b3103f8f3a8511a5dc365693fb7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572130044103673","authorIdStr":"3572130044103673"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多FTSE中国ETF-Direxion(YINN)$</a>[喷血] ","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多FTSE中国ETF-Direxion(YINN)$</a>[喷血] 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