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Fong1010

Fong1010

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2021-09-06

o//@薇笑达人:[财迷]

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2021-07-23

.//@薇笑达人:[财迷]

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2021-06-28

[财迷]

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2021-06-22

好啊

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2021-06-21

准备抢购

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2021-06-20

不要玩玩

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2021-06-19

[真香]

10年暴增18倍！科技股丰厚的红利你错过了吗？

2021-06-18

[得意]

WSB概念股盘中走强，AMC院线涨超10%

2021-06-17

[生气]

部分WSB概念股下行，AMC院线跌超10%

2021-06-16

[无语]

抱歉，原内容已删除

2021-06-15

O

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2021-06-11

发

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2021-06-10

[龇牙]

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2021-06-08

[呆住]

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2021-06-05

回复 @Fong1010:i//@Fong1010:是啊

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2021-06-02

Yes

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2021-05-28

[得意]

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10:54","market":"hk","language":"zh","title":"10年暴增18倍！科技股丰厚的红利你错过了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2144702770","media":"新浪财经综合","summary":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股","content":"<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！</p>\n<p>港股市场整体稳步扩张</p>\n<p>港股三大权重行业指数10年来市值变化（见下图）。<img src=\"https://static.tigerbbs.com/6da34a6fd16e9aaad4a45a0705a50187\" tg-width=\"549\" tg-height=\"419\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/623fb4d1a2b1422cabfb3a7f8c65af7c\" tg-width=\"796\" tg-height=\"690\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。</p>\n<p>港股上市公司数量，如下图所示。</p>\n<p><img src=\"https://static.tigerbbs.com/3cc6565025f2f3abf895088cfcf29da7\" tg-width=\"789\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p>\n<p>从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！</p>\n<p>老经济板块低迷</p>\n<p>金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。</p>\n<p><img src=\"https://static.tigerbbs.com/546bcd2e116e4cc22cdd0cf3edebf61d\" tg-width=\"584\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5dd31eaef02347d31d36a54b4594ed2a\" tg-width=\"562\" tg-height=\"522\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。</p>\n<p>香港本地重磅股长实、新鸿基、<a href=\"https://laohu8.com/S/01972\">太古地产</a>、<a href=\"https://laohu8.com/S/00017\">新世界发展</a>等扎堆的地产指数也表现较弱，市值占比从10%降至9%。</p>\n<p>此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。<img src=\"https://static.tigerbbs.com/4b27148417ef1d600426d51d4c161bda\" tg-width=\"537\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>时代选择与港交所自身改革</p>\n<p>近10年，可以说是中国科技公司的黄金10年，阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。<a href=\"https://laohu8.com/S/JD\">京东</a>从连年亏损到如今稳定盈利，市值达到万亿量级。<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。</p>\n<p>近几年的短视频行业强势发展，造就了快手、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。</p>\n<p><img src=\"https://static.tigerbbs.com/2e3dfd73fe60381e50e44793dfc84464\" tg-width=\"570\" tg-height=\"412\" referrerpolicy=\"no-referrer\">一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。</p>\n<p>港交所在2014年错失<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。</p>\n<p>毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！</p>","source":"highlight_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>10年暴增18倍！科技股丰厚的红利你错过了吗？</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\">\n10年暴增18倍！科技股丰厚的红利你错过了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.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/753c9aba3202037bc97463c545d5d015","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144702770","content_text":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。\n港股上市公司数量，如下图所示。\n\n从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！\n老经济板块低迷\n金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。\n数据来源：Wind\n恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。\n香港本地重磅股长实、新鸿基、太古地产、新世界发展等扎堆的地产指数也表现较弱，市值占比从10%降至9%。\n此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。\n时代选择与港交所自身改革\n近10年，可以说是中国科技公司的黄金10年，阿里、腾讯双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。京东从连年亏损到如今稳定盈利，市值达到万亿量级。百度、网易稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。\n近几年的短视频行业强势发展，造就了快手、哔哩哔哩等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。\n一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。\n港交所在2014年错失阿里巴巴后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。\n毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！","news_type":1},"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168820303,"gmtCreate":1623971895802,"gmtModify":1634025137756,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168820303","repostId":"1118107542","repostType":4,"repost":{"id":"1118107542","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":1623943021,"share":"https://www.laohu8.com/m/news/1118107542?lang=&edition=full","pubTime":"2021-06-17 23:17","market":"other","language":"zh","title":"WSB概念股盘中走强，AMC院线涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118107542","media":"老虎资讯综合","summary":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","content":"<p>6月17日，WSB概念股盘中走强，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>、<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" 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>WSB概念股盘中走强，AMC院线涨超10%</title>\n<style 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href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>、<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" 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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"GME":"游戏驿站","KOSS":"高斯电子","BB":"黑莓","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118107542","content_text":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163843441,"gmtCreate":1623877771383,"gmtModify":1634026691685,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"[生气]&nbsp;","listText":"[生气]&nbsp;","text":"[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163843441","repostId":"1146756294","repostType":4,"repost":{"id":"1146756294","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":1623856744,"share":"https://www.laohu8.com/m/news/1146756294?lang=&edition=full","pubTime":"2021-06-16 23:19","market":"us","language":"zh","title":"部分WSB概念股下行，AMC院线跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146756294","media":"老虎资讯综合","summary":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","content":"<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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>部分WSB概念股下行，AMC院线跌超10%</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部分WSB概念股下行，AMC院线跌超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-16 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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":{"BB":"黑莓","AMC":"AMC院线","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160215704,"gmtCreate":1623799410808,"gmtModify":1634028154265,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160215704","repostId":"2143763923","repostType":4,"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184816755,"gmtCreate":1623705315577,"gmtModify":1634029941484,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184816755","repostId":"1106260047","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188107712,"gmtCreate":1623423205436,"gmtModify":1634033355382,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"发","listText":"发","text":"发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/188107712","repostId":"2142205569","repostType":4,"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183291893,"gmtCreate":1623332052112,"gmtModify":1634034505046,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"[龇牙]&nbsp;","listText":"[龇牙]&nbsp;","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183291893","repostId":"2142226082","repostType":4,"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180005844,"gmtCreate":1623163065688,"gmtModify":1634036261965,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/180005844","repostId":"1192430869","repostType":4,"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112921439,"gmtCreate":1622847447321,"gmtModify":1634097522735,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573469469991461","authorIdStr":"3573469469991461"},"themes":[],"htmlText":"回复 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22:56","market":"us","language":"zh","title":"谁能想到，爆仓事件的意外“牺牲品”竟是华尔街“宠儿”","url":"https://stock-news.laohu8.com/highlight/detail?id=2138025131","media":"华尔街见闻","summary":"Archegos爆仓事件已经过去一段时间了，但谁能想到，爆仓事件的后遗症，竟然使得SPAC（特殊目的收购公司）市场成为了意外“牺牲品”。\n根据几位SPAC市场的参与者表示，由于Archegos的倒闭，","content":"<p>Archegos爆仓事件已经过去一段时间了，但谁能想到，爆仓事件的后遗症，竟然使得SPAC（特殊目的收购公司）市场成为了意外“牺牲品”。</p>\n<p>根据几位SPAC市场的参与者表示，由于Archegos的倒闭，华尔街的银行们开始收紧对对冲基金的贷款条款，而SPAC的投资大多来自于各类对冲基金。</p>\n<p>一位从事SPAC市场的银行家表示：“在Archegos事件后，对冲基金的贷款难度显著上升了，而对冲策略的主要回报就来自于通过贷款获得的高杠杆。”</p>\n<p>缺乏杠杆的现状显著降低了对冲策略的盈利能力，尤其是对于一些进行早期投资的对冲基金来说影响更大。</p>\n<p>投资于SPAC市场的对冲基金的主要策略就是通过借入资金买入大量在10美元以下的SPAC公司股票，这些SPAC公司将筹集到的资金存入信托基金并购买美国国债以获得无风险收益，随后再在市场上寻找合适的并购对象合并上市以完成获利。</p>\n<p>但随着贷款逐渐变得困难，SPAC投资显然也没那么具有吸引力了，有分析师表示，随着银行不再提供杠杆，市场上有大量10美元以下的SPAC公司股票无人购买，这就意味着这些SPAC公司无法筹集到资金。</p>\n<p>有数据显示，4月只有13家SPAC公司上市，而3月有110家。</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>谁能想到，爆仓事件的意外“牺牲品”竟是华尔街“宠儿”</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{ 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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谁能想到，爆仓事件的意外“牺牲品”竟是华尔街“宠儿”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 22:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631566><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Archegos爆仓事件已经过去一段时间了，但谁能想到，爆仓事件的后遗症，竟然使得SPAC（特殊目的收购公司）市场成为了意外“牺牲品”。\n根据几位SPAC市场的参与者表示，由于Archegos的倒闭，华尔街的银行们开始收紧对对冲基金的贷款条款，而SPAC的投资大多来自于各类对冲基金。\n一位从事SPAC市场的银行家表示：“在Archegos事件后，对冲基金的贷款难度显著上升了，而对冲策略的主要回报就...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631566\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3cdd0b2f46028be0fdb985c3d97141c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3631566","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138025131","content_text":"Archegos爆仓事件已经过去一段时间了，但谁能想到，爆仓事件的后遗症，竟然使得SPAC（特殊目的收购公司）市场成为了意外“牺牲品”。\n根据几位SPAC市场的参与者表示，由于Archegos的倒闭，华尔街的银行们开始收紧对对冲基金的贷款条款，而SPAC的投资大多来自于各类对冲基金。\n一位从事SPAC市场的银行家表示：“在Archegos事件后，对冲基金的贷款难度显著上升了，而对冲策略的主要回报就来自于通过贷款获得的高杠杆。”\n缺乏杠杆的现状显著降低了对冲策略的盈利能力，尤其是对于一些进行早期投资的对冲基金来说影响更大。\n投资于SPAC市场的对冲基金的主要策略就是通过借入资金买入大量在10美元以下的SPAC公司股票，这些SPAC公司将筹集到的资金存入信托基金并购买美国国债以获得无风险收益，随后再在市场上寻找合适的并购对象合并上市以完成获利。\n但随着贷款逐渐变得困难，SPAC投资显然也没那么具有吸引力了，有分析师表示，随着银行不再提供杠杆，市场上有大量10美元以下的SPAC公司股票无人购买，这就意味着这些SPAC公司无法筹集到资金。\n有数据显示，4月只有13家SPAC公司上市，而3月有110家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180005844,"gmtCreate":1623163065688,"gmtModify":1634036261965,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/180005844","repostId":"1192430869","repostType":4,"repost":{"id":"1192430869","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":1623160013,"share":"https://www.laohu8.com/m/news/1192430869?lang=&edition=full","pubTime":"2021-06-08 21:46","market":"us","language":"zh","title":"【异动】NextDecade大涨58%，盘中触发熔断","url":"https://stock-news.laohu8.com/highlight/detail?id=1192430869","media":"老虎资讯综合","summary":"6月8日，能源企业NextDecade盘初大涨58%，盘中触发熔断，现报5.52美元，此前该股获Evercore ISI上调目标价及评级。","content":"<p>6月8日，能源企业NextDecade盘初大涨58%，盘中触发熔断，现报5.52美元，此前该股获Evercore ISI上调目标价及评级。</p>\n<p><img src=\"https://static.tigerbbs.com/d11a98855336b99775bb8c58a70fe598\" tg-width=\"840\" tg-height=\"470\"></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>【异动】NextDecade大涨58%，盘中触发熔断</title>\n<style 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ISI上调目标价及评级。</p>\n<p><img src=\"https://static.tigerbbs.com/d11a98855336b99775bb8c58a70fe598\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"NEXT":"NextDecade Corporation"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192430869","content_text":"6月8日，能源企业NextDecade盘初大涨58%，盘中触发熔断，现报5.52美元，此前该股获Evercore ISI上调目标价及评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120410462,"gmtCreate":1624331505456,"gmtModify":1634007652507,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"好啊","listText":"好啊","text":"好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/120410462","repostId":"2145035774","repostType":4,"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111903068,"gmtCreate":1622647101554,"gmtModify":1634099589123,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111903068","repostId":"1163138542","repostType":4,"repost":{"id":"1163138542","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":1622645478,"share":"https://www.laohu8.com/m/news/1163138542?lang=&edition=full","pubTime":"2021-06-02 22:51","market":"us","language":"zh","title":"英伟达创历史新高，CEO称有信心完成收购Arm","url":"https://stock-news.laohu8.com/highlight/detail?id=1163138542","media":"老虎资讯综合","summary":"周三盘中，英伟达涨超3%，创历史新高，此前公司首席执行官表示有信心让监管机构批准和Arm的交易。","content":"<p>周三盘中，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超3%，创历史新高，此前公司首席执行官表示有信心让监管机构批准和Arm的交易。</p><p><img src=\"https://static.tigerbbs.com/4d4d8ddc3c3dd7911a2289a23bbc6831\" 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>英伟达创历史新高，CEO称有信心完成收购Arm</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超3%，创历史新高，此前公司首席执行官表示有信心让监管机构批准和Arm的交易。</p><p><img src=\"https://static.tigerbbs.com/4d4d8ddc3c3dd7911a2289a23bbc6831\" 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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163138542","content_text":"周三盘中，英伟达涨超3%，创历史新高，此前公司首席执行官表示有信心让监管机构批准和Arm的交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165674997,"gmtCreate":1624143068019,"gmtModify":1634010423911,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"不要玩玩","listText":"不要玩玩","text":"不要玩玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165674997","repostId":"2144708764","repostType":4,"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163843441,"gmtCreate":1623877771383,"gmtModify":1634026691685,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"[生气]&nbsp;","listText":"[生气]&nbsp;","text":"[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163843441","repostId":"1146756294","repostType":4,"repost":{"id":"1146756294","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":1623856744,"share":"https://www.laohu8.com/m/news/1146756294?lang=&edition=full","pubTime":"2021-06-16 23:19","market":"us","language":"zh","title":"部分WSB概念股下行，AMC院线跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146756294","media":"老虎资讯综合","summary":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","content":"<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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>部分WSB概念股下行，AMC院线跌超10%</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部分WSB概念股下行，AMC院线跌超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-16 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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":{"BB":"黑莓","AMC":"AMC院线","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188107712,"gmtCreate":1623423205436,"gmtModify":1634033355382,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"发","listText":"发","text":"发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/188107712","repostId":"2142205569","repostType":4,"repost":{"id":"2142205569","kind":"highlight","pubTimestamp":1623422311,"share":"https://www.laohu8.com/m/news/2142205569?lang=&edition=full","pubTime":"2021-06-11 22:38","market":"us","language":"zh","title":"贝索斯的太空之行有多危险？","url":"https://stock-news.laohu8.com/highlight/detail?id=2142205569","media":"36氪","summary":"6月11日消息，亚马逊创始人杰夫·贝索斯（Jeff Bezos）可以乘坐私人飞机环游地球，也可以乘坐大型游艇进行环球航行；他可以买下整个美国国家橄榄球联盟，也可以随手给亲友买下一座群岛；他还可以买下6","content":"<p>6月11日消息，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫·贝索斯（Jeff Bezos）可以乘坐私人飞机环游地球，也可以乘坐大型游艇进行环球航行；他可以买下整个美国国家橄榄球联盟，也可以随手给亲友买下一座群岛；他还可以买下65000辆起售价290万美元的布加迪Chirons跑车。作为世界上最富有的人之一，贝索斯可以得到地球上的任何东西。但贝索斯似乎准备冒着一切风险，进行11分钟的太空之旅。</p>\n<h2><b>他的这个决定到底有多大风险?</b></h2>\n<p>答案可能不是你所期望的那样。从历史上看，太空飞行充满危险。但对于贝索斯的太空之旅来说，风险不一定很大，因为他资助的太空公司蓝色起源在过去十年的大部分时间里都在反复测试新谢泼德号亚轨道级火箭，也获得了一系列成功。贝索斯将搭乘这种火箭完成太空飞行。</p>\n<p>不过，贝索斯和他兄弟马克·贝索斯（Mark Bezos）一道进行的太空飞行将是新谢泼德号火箭的首次载人飞行测试，并非完全没有风险。</p>\n<p>贝索斯的首次太空飞行将会是什么样子？现在人们进入太空的风险又有多大呢？</p>\n<h2><b>贝索斯的太空之旅什么样？</b></h2>\n<p>当大多数人想到太空飞行时，他们想到的是宇航员绕地球飞行，在太空中至少待上几天时间。</p>\n<p>贝索斯兄弟两人和其他乘客不会这么做。</p>\n<p>他们会快去快回，而且用的时间比大多数人花在上班路上的时间都要短，总共大约只有11分钟的时间。</p>\n<p>亚轨道飞行与我们大多数人提及太空飞行时想到的轨道飞行有很大不同。蓝色起源的新谢泼德号火箭飞行时间很短，而且是直上直下，只会抵达距地100公里的外太空边缘。</p>\n<p><img src=\"https://static.tigerbbs.com/25f0ed4d2e7cb17e1956f78a74c944cf\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>轨道级火箭需要获得足够推力，从而达到至少每小时27000公里的速度，这也就是我们所说的轨道速度，本质上是让飞船有足够能量可以继续绕着地球旋转，而不是立即被重力拉回地面。</p>\n<p>亚轨道飞行所需要的推力和速度要小得多。这意味着火箭燃烧时间更短，飞船外部承受的温度和压力更低，通常情况下发生严重错误的可能性更小。</p>\n<p>新谢泼德号火箭的亚轨道飞行速度约为三倍音速，大约每小时3700公里。火箭将一路垂直向上，直至消耗掉大部分燃料。乘员舱将在轨道最高点与火箭分离，并继续上升一小段，然后乘员舱会在运行轨道的最高段短暂运行，让乘客体验几分钟的失重状态。</p>\n<p>在此之后，新谢泼德号乘员舱会在下降过程中打开大量降落伞，将降落速度降低到每小时32公里以下。</p>\n<p>而火箭助推器将重新点燃发动机，利用机载计算机精确完成垂直着陆。助推器着陆看起来类似于SpaceX的猎鹰9号火箭，当然后者的推力要大得多，而且更容易在撞击时爆炸。</p>\n<h2><b>这种太空飞行的风险有多大?</b></h2>\n<p>蓝色起源公司的新谢泼德号火箭乘员舱是完全自动化运行的，不需要飞行控制人员。其已经进行了15次飞行测试，从未发生过爆炸事故。与雄心勃勃的太空旅行相比，贝索斯这次太空飞行的性质意味着其本身风险很低，但并不意味着风险为零。</p>\n<p><img src=\"https://static.tigerbbs.com/614a8ab2cf54dc3204b9f7dfb54ab8d0\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>由于亚轨道飞行不需要那么快的速度，也不需要以难以置信的速度重返地球大气层，因此比轨道飞行的风险小得多。在进行轨道飞行的太空舱重返地球过程中，飞船外部温度可以达到近2000摄氏度，宇航员一度需要承受4.5G的加速度，而与此同时，不断变厚的大气层对飞船周围的压力越来越大。</p>\n<p>高速和高空都有着固有风险，即使是很小的错误也会带来严重后果。在15000米以上的高度，如果人不穿宇航服就无法存活，而贝索斯将飞行到距地100公里的高度。但他乘坐的太空舱是加压的，所以他不需要宇航服来保证自身安全，而且如果客舱失压，贝索斯可以使用氧气面罩。新谢泼德号火箭还配备了一个中止系统，用于在紧急情况下将乘员舱和乘客推离火箭。乘员舱还有备份安全功能，即使有数个降落伞无法打开，也可以让乘员舱安全着陆。</p>\n<p>即便如此，如果新谢泼德号火箭发生故障，也没有办法绝对保证安全。</p>\n<p>虽然亚轨道飞行比轨道飞行风险小，但它们仍然有致命的可能性。</p>\n<p>例如，<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>一架亚轨道飞行器在2014年一次试飞中解体，原因是飞机一名副驾驶员过早启动了用于在下降阶段保持飞行器稳定的羽状系统。陡然增加的阻力将飞行器撕裂成碎片，导致一名飞行员死亡。</p>\n<p>此后，维珍银河已经对改进版的“太空船二号”飞行器进行了三次成功试飞。蓝色起源在测试阶段还没有遇到过类似的事故。但正如行内流传已久的说法，进入太空真的很难。</p>\n<p>但贝索斯表示，冒这种险是值得的。</p>","source":"36kr_stock","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>贝索斯的太空之行有多危险？</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{ 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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贝索斯的太空之行有多危险？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 22:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1263912507152256><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，亚马逊创始人杰夫·贝索斯（Jeff Bezos）可以乘坐私人飞机环游地球，也可以乘坐大型游艇进行环球航行；他可以买下整个美国国家橄榄球联盟，也可以随手给亲友买下一座群岛；他还可以买下65000辆起售价290万美元的布加迪Chirons跑车。作为世界上最富有的人之一，贝索斯可以得到地球上的任何东西。但贝索斯似乎准备冒着一切风险，进行11分钟的太空之旅。\n他的这个决定到底有多大风险?\n...</p>\n\n<a href=\"https://36kr.com/p/1263912507152256\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e340c05ca20f874e1ef85f7592a0fa0","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://36kr.com/p/1263912507152256","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142205569","content_text":"6月11日消息，亚马逊创始人杰夫·贝索斯（Jeff Bezos）可以乘坐私人飞机环游地球，也可以乘坐大型游艇进行环球航行；他可以买下整个美国国家橄榄球联盟，也可以随手给亲友买下一座群岛；他还可以买下65000辆起售价290万美元的布加迪Chirons跑车。作为世界上最富有的人之一，贝索斯可以得到地球上的任何东西。但贝索斯似乎准备冒着一切风险，进行11分钟的太空之旅。\n他的这个决定到底有多大风险?\n答案可能不是你所期望的那样。从历史上看，太空飞行充满危险。但对于贝索斯的太空之旅来说，风险不一定很大，因为他资助的太空公司蓝色起源在过去十年的大部分时间里都在反复测试新谢泼德号亚轨道级火箭，也获得了一系列成功。贝索斯将搭乘这种火箭完成太空飞行。\n不过，贝索斯和他兄弟马克·贝索斯（Mark Bezos）一道进行的太空飞行将是新谢泼德号火箭的首次载人飞行测试，并非完全没有风险。\n贝索斯的首次太空飞行将会是什么样子？现在人们进入太空的风险又有多大呢？\n贝索斯的太空之旅什么样？\n当大多数人想到太空飞行时，他们想到的是宇航员绕地球飞行，在太空中至少待上几天时间。\n贝索斯兄弟两人和其他乘客不会这么做。\n他们会快去快回，而且用的时间比大多数人花在上班路上的时间都要短，总共大约只有11分钟的时间。\n亚轨道飞行与我们大多数人提及太空飞行时想到的轨道飞行有很大不同。蓝色起源的新谢泼德号火箭飞行时间很短，而且是直上直下，只会抵达距地100公里的外太空边缘。\n\n轨道级火箭需要获得足够推力，从而达到至少每小时27000公里的速度，这也就是我们所说的轨道速度，本质上是让飞船有足够能量可以继续绕着地球旋转，而不是立即被重力拉回地面。\n亚轨道飞行所需要的推力和速度要小得多。这意味着火箭燃烧时间更短，飞船外部承受的温度和压力更低，通常情况下发生严重错误的可能性更小。\n新谢泼德号火箭的亚轨道飞行速度约为三倍音速，大约每小时3700公里。火箭将一路垂直向上，直至消耗掉大部分燃料。乘员舱将在轨道最高点与火箭分离，并继续上升一小段，然后乘员舱会在运行轨道的最高段短暂运行，让乘客体验几分钟的失重状态。\n在此之后，新谢泼德号乘员舱会在下降过程中打开大量降落伞，将降落速度降低到每小时32公里以下。\n而火箭助推器将重新点燃发动机，利用机载计算机精确完成垂直着陆。助推器着陆看起来类似于SpaceX的猎鹰9号火箭，当然后者的推力要大得多，而且更容易在撞击时爆炸。\n这种太空飞行的风险有多大?\n蓝色起源公司的新谢泼德号火箭乘员舱是完全自动化运行的，不需要飞行控制人员。其已经进行了15次飞行测试，从未发生过爆炸事故。与雄心勃勃的太空旅行相比，贝索斯这次太空飞行的性质意味着其本身风险很低，但并不意味着风险为零。\n\n由于亚轨道飞行不需要那么快的速度，也不需要以难以置信的速度重返地球大气层，因此比轨道飞行的风险小得多。在进行轨道飞行的太空舱重返地球过程中，飞船外部温度可以达到近2000摄氏度，宇航员一度需要承受4.5G的加速度，而与此同时，不断变厚的大气层对飞船周围的压力越来越大。\n高速和高空都有着固有风险，即使是很小的错误也会带来严重后果。在15000米以上的高度，如果人不穿宇航服就无法存活，而贝索斯将飞行到距地100公里的高度。但他乘坐的太空舱是加压的，所以他不需要宇航服来保证自身安全，而且如果客舱失压，贝索斯可以使用氧气面罩。新谢泼德号火箭还配备了一个中止系统，用于在紧急情况下将乘员舱和乘客推离火箭。乘员舱还有备份安全功能，即使有数个降落伞无法打开，也可以让乘员舱安全着陆。\n即便如此，如果新谢泼德号火箭发生故障，也没有办法绝对保证安全。\n虽然亚轨道飞行比轨道飞行风险小，但它们仍然有致命的可能性。\n例如，维珍银河一架亚轨道飞行器在2014年一次试飞中解体，原因是飞机一名副驾驶员过早启动了用于在下降阶段保持飞行器稳定的羽状系统。陡然增加的阻力将飞行器撕裂成碎片，导致一名飞行员死亡。\n此后，维珍银河已经对改进版的“太空船二号”飞行器进行了三次成功试飞。蓝色起源在测试阶段还没有遇到过类似的事故。但正如行内流传已久的说法，进入太空真的很难。\n但贝索斯表示，冒这种险是值得的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183291893,"gmtCreate":1623332052112,"gmtModify":1634034505046,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"[龇牙]&nbsp;","listText":"[龇牙]&nbsp;","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183291893","repostId":"2142226082","repostType":4,"repost":{"id":"2142226082","kind":"highlight","pubTimestamp":1623330900,"share":"https://www.laohu8.com/m/news/2142226082?lang=&edition=full","pubTime":"2021-06-10 21:15","market":"us","language":"zh","title":"高盛看美股：价值股将继续跑赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2142226082","media":"华尔街见闻","summary":"高盛策略师Ben Snider和David J. Kostin近日表示，GDP走强和利率上升的预期意味着美股价值股在近期将有进一步的出色表现。\n但这种出色表现可能不会延续太久。高盛策略师们认为，历史、","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师Ben Snider和David J. Kostin近日表示，GDP走强和利率上升的预期意味着美股价值股在近期将有进一步的出色表现。</p>\n<p>但这种出色表现可能不会延续太久。高盛策略师们认为，历史、估值、仓位和经济态势表明，在过去很长一段时间以来，成长向价值股的风格轮换都已结束，在未来的某一天——2021年末或2022年初，成长股将王者归来。</p>\n<p>此外，两位策略师还预计，在风格切换时期，财政和货币政策的不确定性会使未来几个月的交易呈现较大的波动和不确定性。</p>\n<p>估值层面，他们表示，成长股相对于价值股的估值溢价从去年130%的高点回落至目前的70%，但仍高于40年平均水平——50%。</p>\n<p>今年以来，高盛一直是价值股的忠实簇拥。</p>\n<p>在此前的一份报告中，高盛表示，疫情以来，从宏观背景出发，利率不断走低、大宗商品价格暴跌、监管收紧、科技股扰动等因素持续对美股价值股造成影响，其长期表现弱于美股成长股。</p>\n<p>但目前来看，在周期股基本上消化了美国经济强劲反弹这一因素的同时，价值股的反应却普遍滞后。这一定程度上是因为近几个月较低的实际利率倾向于支持科技股等受益于疫情封锁的长期资产。</p>\n<p>由此，高盛得出结论，更高的通胀预期应该会使价值股受益，对去碳化和基建支出这两大资本高度密集型领域而言，市场的关注应该会支撑许多价值股相对市值的转变。而这样的动作很有可能会重振价值股部分公司的潜在增长率，尤其是在公用事业、能源和资源领域。</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>高盛看美股：价值股将继续跑赢</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高盛看美股：价值股将继续跑赢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3632674><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛策略师Ben Snider和David J. Kostin近日表示，GDP走强和利率上升的预期意味着美股价值股在近期将有进一步的出色表现。\n但这种出色表现可能不会延续太久。高盛策略师们认为，历史、估值、仓位和经济态势表明，在过去很长一段时间以来，成长向价值股的风格轮换都已结束，在未来的某一天——2021年末或2022年初，成长股将王者归来。\n此外，两位策略师还预计，在风格切换时期，财政和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3632674\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"GS":"高盛",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3632674","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142226082","content_text":"高盛策略师Ben Snider和David J. Kostin近日表示，GDP走强和利率上升的预期意味着美股价值股在近期将有进一步的出色表现。\n但这种出色表现可能不会延续太久。高盛策略师们认为，历史、估值、仓位和经济态势表明，在过去很长一段时间以来，成长向价值股的风格轮换都已结束，在未来的某一天——2021年末或2022年初，成长股将王者归来。\n此外，两位策略师还预计，在风格切换时期，财政和货币政策的不确定性会使未来几个月的交易呈现较大的波动和不确定性。\n估值层面，他们表示，成长股相对于价值股的估值溢价从去年130%的高点回落至目前的70%，但仍高于40年平均水平——50%。\n今年以来，高盛一直是价值股的忠实簇拥。\n在此前的一份报告中，高盛表示，疫情以来，从宏观背景出发，利率不断走低、大宗商品价格暴跌、监管收紧、科技股扰动等因素持续对美股价值股造成影响，其长期表现弱于美股成长股。\n但目前来看，在周期股基本上消化了美国经济强劲反弹这一因素的同时，价值股的反应却普遍滞后。这一定程度上是因为近几个月较低的实际利率倾向于支持科技股等受益于疫情封锁的长期资产。\n由此，高盛得出结论，更高的通胀预期应该会使价值股受益，对去碳化和基建支出这两大资本高度密集型领域而言，市场的关注应该会支撑许多价值股相对市值的转变。而这样的动作很有可能会重振价值股部分公司的潜在增长率，尤其是在公用事业、能源和资源领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112921439,"gmtCreate":1622847447321,"gmtModify":1634097522735,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3573469469991461\">@Fong1010</a>:i//<a href=\"https://laohu8.com/U/3573469469991461\">@Fong1010</a>:是啊","listText":"回复 <a href=\"https://laohu8.com/U/3573469469991461\">@Fong1010</a>:i//<a href=\"https://laohu8.com/U/3573469469991461\">@Fong1010</a>:是啊","text":"回复 @Fong1010:i//@Fong1010:是啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/112921439","repostId":"1178466594","repostType":4,"repost":{"id":"1178466594","kind":"news","pubTimestamp":1622726268,"share":"https://www.laohu8.com/m/news/1178466594?lang=&edition=full","pubTime":"2021-06-03 21:17","market":"us","language":"zh","title":"肉搏战来了：苹果越来越“土”，国产机越来越贵","url":"https://stock-news.laohu8.com/highlight/detail?id=1178466594","media":"中国经营报","summary":"苹果，要下场“肉搏”国产机了吗？","content":"<p>文/荀诗林</p>\n<p>你发现了吗，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在越来越“土”。</p>\n<p>5月29日，苹果天猫官方旗舰店宣布将参加中国市场的“6·18”大促，iPhone 12降到5269元。不仅如此，在天猫上购买的iPhone同在官网上购买所享受的服务是一样的，支持售后，同时还能享有12期免息。</p>\n<p>值得注意的是，这是自去年10月公开发售后的首次大幅度降价。如果按照5000元的5G手机价位来看，这几乎等同于国产手机的价格了。</p>\n<p>在很多消费者的印象里，苹果手机似乎是最保值的。但从今年苹果参加“6·18”的价格来看，一切似乎都不再是如此了。苹果，要下场“肉搏”国产机了吗？</p>\n<p><img src=\"https://static.tigerbbs.com/3c1275110d24bfbdd43d5b86238be001\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>苹果向下</b></p>\n<p>“如果再给我一次机会，我可能不会选择iPhone了。”</p>\n<p>肚兜（化名）是一位苹果产品的忠实爱好者，从iPhone 6开始就持续关注苹果的产品。</p>\n<p>“尤其是在自己上学的时候，对比一众国产安卓手机，买苹果的总有一种优越感。那时候，打个游戏，大家的系统不一样不互通，就感觉自己倍儿有面。”</p>\n<p>但是，肚兜感觉，近几年的产品体验越来越差，甚至感受不到同其他国产机相比的优势。</p>\n<p>“就拿我自己刚买的iPhone 12来说，首先价格不便宜，6000多块钱一部64G内存的。结果好家伙，刚到半年，人家告诉我在网上‘6·18’大促不到5000块就能拿下，这贬值得也太快了。”</p>\n<p>而且，肚兜表示，他的iPhone 12产品使用体验极差，“信号不好不说，还掉电极快，有的时候，随随便便玩个游戏就卡得跟PPT一样，真的有种花钱找罪受的感觉”。</p>\n<p>“所以今年‘6·18’即使苹果给出了这么大的折扣，我都是劝我周围的朋友，真的没有必要买。”</p>\n<p>某第三方机构的调查数据显示，在2021年第一季度5G智能手机主力机型的保值率排名中，iPhone系列机型已经低于国产手机华为和小米。其中，华为mate40 Pro的保值率在90%以上，小米11保值率为87.5%，而iPhone系列中保值率最高的iPhone 12 Pro则为85.9%。</p>\n<p>科技行业分析师陈喆表示：“值得注意的是，这个数据还是今年第一季度统计的。如果考虑到年中的‘6·18’促销活动，这意味着iPhone 12系列产品的保值率将会变得更低。”</p>\n<p>以iPhone 12为例，上市7个月，价格从6299元跌至5269元，已经很难想象出这是原本定位轻奢品的苹果手机了。</p>\n<p>自从2019年的时候，曾负责苹果零售业务的高级副总裁安吉拉·阿伦茨宣布离职，就基本宣告了苹果之前试图走轻奢品战略的失败。等到2020年的时候，苹果更是推出了号称其史上“最廉价”的系列机型iPhone 11。</p>\n<p>而中国市场作为苹果最重要的营收来源之一，在销售策略上也显得有些“特殊”。与乔布斯相比，库克似乎显得“更接地气”。这已经是苹果连续第二年参加国内的“6·18”促销活动。实际上，去年苹果第一次参加的时候就引起了热议。</p>\n<p>“去年开始苹果参加‘6·18’活动，其实有很多维度可以解释。最重要的一点就是，在刚刚放弃轻奢品的品牌战略之后，5G技术的缺失外加疫情肆虐导致苹果不得不选择走薄利多销的路子。”陈喆这样分析。</p>\n<p>在他看来，苹果的销售策略正在变得越来越“下沉”。“从苹果如今的定价模式来看，价格正在逐渐降低。不提去年的iPhone 11，单单拎出今年的iPhone 12也要比几年前的iPhone X等机型要便宜。”</p>\n<p>同样以中国市场为例，最早的时候，iPhone的首发市场并没有中国，甚至要比其他国家和地区晚上2个月。</p>\n<p>半导体行业投资人辛琪（化名）表示，这样的市场策略有好处，也有坏处，好处就是同相对低价的国产手机相对比，竞争优势更强，坏处就是一定程度上损害了自己原本的产品调性。</p>\n<p>但对于苹果而言，也许并不这么想。</p>\n<p>第三方调研机构Strategy Analytics公布的2021年一季度全球5G智能手机出货量数据显示，苹果第一季度出货量达4040万台，同比增长100%，占据了30.2%的市场份额。</p>\n<p>而苹果最新公布的一季度财报数据显示，第二财季大中华区营收高达177.28亿美元，而去年同期则只有94.55亿美元，同比增长了87%。而根据苹果公布的数据，iPhone营收占到了苹果整体业务的53.5%，潜在说明了iPhone 12系列贡献巨大。</p>\n<p>“不得不提的一个关键点就是，华为这次跌出了一季度出货量前五，主要是因为美国方面的制裁。在这一情况下，苹果降低自家产品价格，自然有利于抢占市场。”</p>\n<p>但对于国产机来说，却是另一个情况了。</p>\n<p><img src=\"https://static.tigerbbs.com/aeb6dbb9ae9b6e45b42219fa4330be9b\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p><b>国产机向上</b></p>\n<p>现实就是，国产机正在变得越来越贵。</p>\n<p>“虽然我总在吐槽苹果机，但是换国产机的冲动也不是很大，因为这玩意真的越来越贵了。”肚兜这样表示。</p>\n<p>曾经印象里的一两千元的国产机，正在逐渐改变这种“刻板印象”，尤其是今年以来新推出的5G国产手机。华为P40 4188元起，P40 Pro 5988元起；小米10 3999元起，小米10 Pro 4999元；OPPO Find X2 5499元起，Find X2 Pro 6999元。从如今国产手机的定价来看，价位基本都已经在4000元以上。</p>\n<p>第三方机构Counterpoint Research的数据显示，除拉丁美洲以外，北美洲、欧洲、非洲、中国等手机均价都呈现出上涨趋势，其中上涨幅度最高的是中国市场，上涨率13%，位居全球第一。</p>\n<p>根据外媒Techinsights对小米10手机的拆解，预估小米10 12+256GB版的综合成本为440美元，约合人民币3089元。其中<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙865芯片成本估计为125美元，也就是说单单芯片的成本就已经超过了整部手机成本的四分之一。</p>\n<p>如果考虑一款手机销售的其他环节的附加成本，比如销售、人工等，4699元的售价似乎就显得很良心了。</p>\n<p>“所以从这个角度来看，国产手机涨价有一部分很重要的原因就是本身硬件成本的攀升，比如芯片这块，尤其是被美国上游公司技术等方面的控制，定价权不在我们自己的手里，缺少自主权。”辛琪这样说。</p>\n<p>还有第三方机构分析，对于5nm工艺的处理器的手机，芯片的成本价格最少在238美元左右，甚至还要有108美元的设计成本等，最终售价达到426美元，约2900元人民币。</p>\n<p>按照这个预估来看，这样的手机售价最后超过5000元，都是一件很自然的事情。</p>\n<p>陈喆说：“更关键的原因在于，国产手机同苹果手机在技术层面的差距越来越小，而且在苹果不断侵占国内市场份额，国产手机厂商也许走高溢价的策略才能有一条生路。”</p>\n<p>4月末的时候，华为消费者业务CEO余承东曾在社交媒体转发了一篇名为《跌倒华为，吃饱苹果》的文章，就解释说华为手机平板的国内市场高端让给了苹果，中档及低端让给了OPPO、vivo和小米等。</p>\n<p>“当中低档市场已经逐渐饱和的时候，国产智能机涨价自然也就变成了理所当然的事情了。”陈喆说。</p>","source":"lsy1571439018386","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\" 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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肉搏战来了：苹果越来越“土”，国产机越来越贵\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 21:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xSVH6NwqR7C_16XxdPYYrA><strong>中国经营报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/荀诗林\n你发现了吗，苹果正在越来越“土”。\n5月29日，苹果天猫官方旗舰店宣布将参加中国市场的“6·18”大促，iPhone 12降到5269元。不仅如此，在天猫上购买的iPhone同在官网上购买所享受的服务是一样的，支持售后，同时还能享有12期免息。\n值得注意的是，这是自去年10月公开发售后的首次大幅度降价。如果按照5000元的5G手机价位来看，这几乎等同于国产手机的价格了。\n在很多消费者的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xSVH6NwqR7C_16XxdPYYrA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2046c0d9a863b085802a87950fba530","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/xSVH6NwqR7C_16XxdPYYrA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178466594","content_text":"文/荀诗林\n你发现了吗，苹果正在越来越“土”。\n5月29日，苹果天猫官方旗舰店宣布将参加中国市场的“6·18”大促，iPhone 12降到5269元。不仅如此，在天猫上购买的iPhone同在官网上购买所享受的服务是一样的，支持售后，同时还能享有12期免息。\n值得注意的是，这是自去年10月公开发售后的首次大幅度降价。如果按照5000元的5G手机价位来看，这几乎等同于国产手机的价格了。\n在很多消费者的印象里，苹果手机似乎是最保值的。但从今年苹果参加“6·18”的价格来看，一切似乎都不再是如此了。苹果，要下场“肉搏”国产机了吗？\n\n苹果向下\n“如果再给我一次机会，我可能不会选择iPhone了。”\n肚兜（化名）是一位苹果产品的忠实爱好者，从iPhone 6开始就持续关注苹果的产品。\n“尤其是在自己上学的时候，对比一众国产安卓手机，买苹果的总有一种优越感。那时候，打个游戏，大家的系统不一样不互通，就感觉自己倍儿有面。”\n但是，肚兜感觉，近几年的产品体验越来越差，甚至感受不到同其他国产机相比的优势。\n“就拿我自己刚买的iPhone 12来说，首先价格不便宜，6000多块钱一部64G内存的。结果好家伙，刚到半年，人家告诉我在网上‘6·18’大促不到5000块就能拿下，这贬值得也太快了。”\n而且，肚兜表示，他的iPhone 12产品使用体验极差，“信号不好不说，还掉电极快，有的时候，随随便便玩个游戏就卡得跟PPT一样，真的有种花钱找罪受的感觉”。\n“所以今年‘6·18’即使苹果给出了这么大的折扣，我都是劝我周围的朋友，真的没有必要买。”\n某第三方机构的调查数据显示，在2021年第一季度5G智能手机主力机型的保值率排名中，iPhone系列机型已经低于国产手机华为和小米。其中，华为mate40 Pro的保值率在90%以上，小米11保值率为87.5%，而iPhone系列中保值率最高的iPhone 12 Pro则为85.9%。\n科技行业分析师陈喆表示：“值得注意的是，这个数据还是今年第一季度统计的。如果考虑到年中的‘6·18’促销活动，这意味着iPhone 12系列产品的保值率将会变得更低。”\n以iPhone 12为例，上市7个月，价格从6299元跌至5269元，已经很难想象出这是原本定位轻奢品的苹果手机了。\n自从2019年的时候，曾负责苹果零售业务的高级副总裁安吉拉·阿伦茨宣布离职，就基本宣告了苹果之前试图走轻奢品战略的失败。等到2020年的时候，苹果更是推出了号称其史上“最廉价”的系列机型iPhone 11。\n而中国市场作为苹果最重要的营收来源之一，在销售策略上也显得有些“特殊”。与乔布斯相比，库克似乎显得“更接地气”。这已经是苹果连续第二年参加国内的“6·18”促销活动。实际上，去年苹果第一次参加的时候就引起了热议。\n“去年开始苹果参加‘6·18’活动，其实有很多维度可以解释。最重要的一点就是，在刚刚放弃轻奢品的品牌战略之后，5G技术的缺失外加疫情肆虐导致苹果不得不选择走薄利多销的路子。”陈喆这样分析。\n在他看来，苹果的销售策略正在变得越来越“下沉”。“从苹果如今的定价模式来看，价格正在逐渐降低。不提去年的iPhone 11，单单拎出今年的iPhone 12也要比几年前的iPhone X等机型要便宜。”\n同样以中国市场为例，最早的时候，iPhone的首发市场并没有中国，甚至要比其他国家和地区晚上2个月。\n半导体行业投资人辛琪（化名）表示，这样的市场策略有好处，也有坏处，好处就是同相对低价的国产手机相对比，竞争优势更强，坏处就是一定程度上损害了自己原本的产品调性。\n但对于苹果而言，也许并不这么想。\n第三方调研机构Strategy Analytics公布的2021年一季度全球5G智能手机出货量数据显示，苹果第一季度出货量达4040万台，同比增长100%，占据了30.2%的市场份额。\n而苹果最新公布的一季度财报数据显示，第二财季大中华区营收高达177.28亿美元，而去年同期则只有94.55亿美元，同比增长了87%。而根据苹果公布的数据，iPhone营收占到了苹果整体业务的53.5%，潜在说明了iPhone 12系列贡献巨大。\n“不得不提的一个关键点就是，华为这次跌出了一季度出货量前五，主要是因为美国方面的制裁。在这一情况下，苹果降低自家产品价格，自然有利于抢占市场。”\n但对于国产机来说，却是另一个情况了。\n\n国产机向上\n现实就是，国产机正在变得越来越贵。\n“虽然我总在吐槽苹果机，但是换国产机的冲动也不是很大，因为这玩意真的越来越贵了。”肚兜这样表示。\n曾经印象里的一两千元的国产机，正在逐渐改变这种“刻板印象”，尤其是今年以来新推出的5G国产手机。华为P40 4188元起，P40 Pro 5988元起；小米10 3999元起，小米10 Pro 4999元；OPPO Find X2 5499元起，Find X2 Pro 6999元。从如今国产手机的定价来看，价位基本都已经在4000元以上。\n第三方机构Counterpoint Research的数据显示，除拉丁美洲以外，北美洲、欧洲、非洲、中国等手机均价都呈现出上涨趋势，其中上涨幅度最高的是中国市场，上涨率13%，位居全球第一。\n根据外媒Techinsights对小米10手机的拆解，预估小米10 12+256GB版的综合成本为440美元，约合人民币3089元。其中高通骁龙865芯片成本估计为125美元，也就是说单单芯片的成本就已经超过了整部手机成本的四分之一。\n如果考虑一款手机销售的其他环节的附加成本，比如销售、人工等，4699元的售价似乎就显得很良心了。\n“所以从这个角度来看，国产手机涨价有一部分很重要的原因就是本身硬件成本的攀升，比如芯片这块，尤其是被美国上游公司技术等方面的控制，定价权不在我们自己的手里，缺少自主权。”辛琪这样说。\n还有第三方机构分析，对于5nm工艺的处理器的手机，芯片的成本价格最少在238美元左右，甚至还要有108美元的设计成本等，最终售价达到426美元，约2900元人民币。\n按照这个预估来看，这样的手机售价最后超过5000元，都是一件很自然的事情。\n陈喆说：“更关键的原因在于，国产手机同苹果手机在技术层面的差距越来越小，而且在苹果不断侵占国内市场份额，国产手机厂商也许走高溢价的策略才能有一条生路。”\n4月末的时候，华为消费者业务CEO余承东曾在社交媒体转发了一篇名为《跌倒华为，吃饱苹果》的文章，就解释说华为手机平板的国内市场高端让给了苹果，中档及低端让给了OPPO、vivo和小米等。\n“当中低档市场已经逐渐饱和的时候，国产智能机涨价自然也就变成了理所当然的事情了。”陈喆说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814411374,"gmtCreate":1630858085198,"gmtModify":1632905487649,"author":{"id":"3573469469991461","authorId":"3573469469991461","name":"Fong1010","avatar":"https://static.tigerbbs.com/e0a10a3831bbf3ba38dbc1191aac0dca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573469469991461","idStr":"3573469469991461"},"themes":[],"htmlText":"o//<a 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