大舅哥的个人主页 - 老虎社区

大舅哥

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IP属地：上海

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2022-01-19

‌$索尼(SONY)$‌彻底寄了

2022-01-14

‌$哔哩哔哩(BILI)$‌果然中概股成反指了

2022-01-06

‌$商汤-W(00020)$‌坚持住，等我来空

2022-01-05

‌$索尼(SONY)$‌小米造车都涨5个点，索尼不给力啊

2022-01-05

都可以谈

热门中概股跌幅继续扩大，拼多多大跌超10%

2021-12-06

$Faraday Future(FFIE)$ 在美国一样窒息

2021-11-03

$网易(NTES)$ 被超鬼王爆了服务器？

2021-08-30

日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]

抱歉，原内容已删除

2021-08-25

没有不好的中概股只有不合适的买入价格

抄底京东后，“木头姐”表态：对中概并不悲观

2021-08-25

$哔哩哔哩(BILI)$ 理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。

2021-08-20

不要妖魔化看中美关系，美国sec说的就是要中概股符合披露要求，并没有不允许中概股上市，现在中方说这个可以谈，那就是还有的聊，显然利好。

开盘：证监会释放中美合作利好，中概股集体反弹

2021-08-19

$哔哩哔哩(BILI)$ 看了一圈老虎的空方观点，说说自己的看法： 1.b站的烧钱换市场做法在mau到4亿之前不会给盈利让路，这是公司战略层面的规划，从股价十几块b站就在扩大亏损抢占市场，寻找各种方式破圈，一直到股价150，b站从来没有说为了股价把业绩变好看的说法； 2.从现金流来看，香港的二次上市发行价是120美金，这个价格应该是远超管理层预期的，也可以看出b站短时间内的资金不会紧张（财报上现金260亿），所以暂时的股价下跌不会影响到b站的融资活动，说白了就是二次上市多融了，不缺钱。 3.政策风险：可能有些投资者并不使用b站，以我个人的观点，b站是最符合社会主义核心价值观的视频网站了。从**、新华社到各种键政up，公开课，可以说b站整个舆论偏向是比较红，比较正能量的。国家会打击一个给青少年输出正向价值观的社区吗？我觉得不尽然。 4：杀游戏会不会影响b站？会。但是我们也看到半年报里，b站运营游戏的能力实在是堪忧，就连原神在b服游戏的收入都并不理想。但凡事有两面，b站游戏业务占收入比重越来越小，不是对游戏强监管市场最好的应对吗？每一次破位都会有大量的看空言论出现，当所有人都绝望了，或许就是最好的入场时机，美股估值修复的速度比国内市场要快很多，给坚定持有和套的太深的的朋友们打打气，或许事情并没有那么糟。

2021-08-19

雷总糊涂！

市场消息：恒大正与小米谈判出售电动汽车部门的股份

2021-08-09

没新闻写了吗，当复读机

抱歉，原内容已删除

2021-08-05

$哔哩哔哩(BILI)$ 这资金流向，大单在筑底？

2021-07-29

$滴滴(DIDI)$ 赚了35%止盈了

2021-07-29

$优步(UBER)$ 躺着也中枪

2021-07-26

$滴滴(DIDI)$ 滴滴可以11块退市，但是你说滴滴只值6块是不是太过分了？

2021-07-26

$滴滴(DIDI)$ too big to fail

2021-07-26

$哔哩哔哩(BILI)$ long bili！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>‌坚持住，等我来空","text":"‌$商汤-W(00020)$‌坚持住，等我来空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695673515","isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695833746,"gmtCreate":1641393522411,"gmtModify":1641393522411,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/SONY\">$索尼(SONY)$</a>‌小米造车都涨5个点，索尼不给力啊","listText":"‌<a 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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>热门中概股跌幅继续扩大，拼多多大跌超10%</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热门中概股跌幅继续扩大，拼多多大跌超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\">2022-01-04 23:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日，热门中概股跌幅继续扩大，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>均大跌超10%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技跌超9%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超7%、蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4526":"热门中概股","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4509":"腾讯概念","BK4558":"双十一","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","PDD":"拼多多","BK4535":"淡马锡持仓","TTTN":"老虎中美互联网巨头ETF","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4501":"段永平概念","BK4505":"高瓴资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130666801","content_text":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","news_type":1},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606041134,"gmtCreate":1638803214659,"gmtModify":1638803214659,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 在美国一样窒息","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 在美国一样窒息","text":"$Faraday Future(FFIE)$ 在美国一样窒息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606041134","isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841775161,"gmtCreate":1635946494098,"gmtModify":1635946494098,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 被超鬼王爆了服务器？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 被超鬼王爆了服务器？","text":"$网易(NTES)$ 被超鬼王爆了服务器？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841775161","isVote":1,"tweetType":1,"viewCount":2406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811543637,"gmtCreate":1630333535329,"gmtModify":1704958673495,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","listText":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","text":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811543637","repostId":"2163000999","repostType":4,"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837839261,"gmtCreate":1629871632053,"gmtModify":1629871632053,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"没有不好的中概股 只有不合适的买入价格","listText":"没有不好的中概股 只有不合适的买入价格","text":"没有不好的中概股 只有不合适的买入价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837839261","repostId":"2162387390","repostType":4,"repost":{"id":"2162387390","kind":"highlight","pubTimestamp":1629858360,"share":"https://www.laohu8.com/m/news/2162387390?lang=&edition=full","pubTime":"2021-08-25 10:26","market":"us","language":"zh","title":"抄底京东后，“木头姐”表态：对中概并不悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2162387390","media":"华尔街见闻","summary":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接","content":"<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入<a href=\"https://laohu8.com/S/JD\">京东</a>股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。</p>\n<p>Ark Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：</p>\n<blockquote>\n <b>“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”</b>\n</blockquote>\n<p>Wood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。</p>\n<p>最新披露的数据显示，ARK旗下的自动&amp;<a href=\"https://laohu8.com/S/300024\">机器人</a>技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，<b>扭转了7月底以来连续抛售的态势。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ba01ecec77377314f0598c9caadf2456\" tg-width=\"1118\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。</p>\n<p><img src=\"https://static.tigerbbs.com/f3dccaf72955102a69b8a5080d87c3db\" tg-width=\"1107\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。<b>ARKQ也是在京东公布亮眼财报后进行了抄底。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d796d9299aa03662c774ddd14756d6c0\" tg-width=\"688\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；</p>\n<p>在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。</p>\n<p>对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。</p>\n<p><b>但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。</b></p>\n<p><img src=\"https://static.tigerbbs.com/10a0e581ee3758d2aa1dfdc00b1114d3\" tg-width=\"720\" tg-height=\"412\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>抄底京东后，“木头姐”表态：对中概并不悲观</title>\n<style 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抄底京东后，“木头姐”表态：对中概并不悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 10:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3638794><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638794\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"09618":"京东集团-SW","ARKF":"ARK Fintech Innovation ETF","JD":"京东"},"source_url":"https://wallstreetcn.com/articles/3638794","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162387390","content_text":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据显示，ARK旗下的自动&机器人技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，扭转了7月底以来连续抛售的态势。\n\n截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。\n\n年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。ARKQ也是在京东公布亮眼财报后进行了抄底。\n\n华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；\n在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。\n对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。\n但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834703619,"gmtCreate":1629825910931,"gmtModify":1629825910931,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。","text":"$哔哩哔哩(BILI)$ 理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834703619","isVote":1,"tweetType":1,"viewCount":4599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836179055,"gmtCreate":1629467478177,"gmtModify":1629467478177,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"不要妖魔化看中美关系，美国sec说的就是要中概股符合披露要求，并没有不允许中概股上市，现在中方说这个可以谈，那就是还有的聊，显然利好。","listText":"不要妖魔化看中美关系，美国sec说的就是要中概股符合披露要求，并没有不允许中概股上市，现在中方说这个可以谈，那就是还有的聊，显然利好。","text":"不要妖魔化看中美关系，美国sec说的就是要中概股符合披露要求，并没有不允许中概股上市，现在中方说这个可以谈，那就是还有的聊，显然利好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836179055","repostId":"1144664204","repostType":4,"repost":{"id":"1144664204","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":1629466298,"share":"https://www.laohu8.com/m/news/1144664204?lang=&edition=full","pubTime":"2021-08-20 21:31","market":"us","language":"zh","title":"开盘：证监会释放中美合作利好，中概股集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1144664204","media":"老虎资讯综合","summary":"8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅","content":"<p>8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅0.23%，报14575.7点。</p>\n<p><img src=\"https://static.tigerbbs.com/ca1ebe36cad75b012a572a0a3440c68b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>多数中概股止跌反弹，<a href=\"https://laohu8.com/S/QFIN\">360数科</a>涨超13%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨超4%。消息面上，<b>中国证监会今日表示，将“创造条件推动中美审计监管合作，加强市场沟通，稳定政策预期和制度环境。”</b></p>\n<p>雾芯科技跌超3%，第二季度营收不及市场预期。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>涨超1%，股价首次站上300美元关口，续创历史新高，最新市值超2.25万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/e89935cba1d4c0ab734d46c448af21f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.6%，今日举行AI日活动，推出超级计算机Dojo、自研芯片以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p>\n<p><a href=\"https://laohu8.com/S/SPOT\">Spotify</a>涨4%，此前宣布进行至多10亿美元股票回购。</p>\n<p><a href=\"https://laohu8.com/S/OTRK\">Ontrak</a>跌11%，此前遭多家券商下调目标价。</p>\n<p>云企业营销软件Marin Software飙涨17%，此前宣布与法国网络广告服务商Criteo(CRTO.O)的商务媒体平台进行整合。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：证监会释放中美合作利好，中概股集体反弹</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开盘：证监会释放中美合作利好，中概股集体反弹\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\">2021-08-20 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅0.23%，报14575.7点。</p>\n<p><img src=\"https://static.tigerbbs.com/ca1ebe36cad75b012a572a0a3440c68b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>多数中概股止跌反弹，<a href=\"https://laohu8.com/S/QFIN\">360数科</a>涨超13%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨超4%。消息面上，<b>中国证监会今日表示，将“创造条件推动中美审计监管合作，加强市场沟通，稳定政策预期和制度环境。”</b></p>\n<p>雾芯科技跌超3%，第二季度营收不及市场预期。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>涨超1%，股价首次站上300美元关口，续创历史新高，最新市值超2.25万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/e89935cba1d4c0ab734d46c448af21f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.6%，今日举行AI日活动，推出超级计算机Dojo、自研芯片以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p>\n<p><a href=\"https://laohu8.com/S/SPOT\">Spotify</a>涨4%，此前宣布进行至多10亿美元股票回购。</p>\n<p><a href=\"https://laohu8.com/S/OTRK\">Ontrak</a>跌11%，此前遭多家券商下调目标价。</p>\n<p>云企业营销软件Marin Software飙涨17%，此前宣布与法国网络广告服务商Criteo(CRTO.O)的商务媒体平台进行整合。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144664204","content_text":"8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅0.23%，报14575.7点。\n\n多数中概股止跌反弹，360数科涨超13%，高途涨超5%，拼多多、理想汽车、腾讯音乐涨超4%。消息面上，中国证监会今日表示，将“创造条件推动中美审计监管合作，加强市场沟通，稳定政策预期和制度环境。”\n雾芯科技跌超3%，第二季度营收不及市场预期。\n微软涨超1%，股价首次站上300美元关口，续创历史新高，最新市值超2.25万亿美元。\n\n特斯拉涨2.6%，今日举行AI日活动，推出超级计算机Dojo、自研芯片以及人形机器人。\nSpotify涨4%，此前宣布进行至多10亿美元股票回购。\nOntrak跌11%，此前遭多家券商下调目标价。\n云企业营销软件Marin Software飙涨17%，此前宣布与法国网络广告服务商Criteo(CRTO.O)的商务媒体平台进行整合。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838826730,"gmtCreate":1629386196820,"gmtModify":1629483893398,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 看了一圈老虎的空方观点，说说自己的看法： 1.b站的烧钱换市场做法在mau到4亿之前不会给盈利让路，这是公司战略层面的规划，从股价十几块b站就在扩大亏损抢占市场，寻找各种方式破圈，一直到股价150，b站从来没有说为了股价把业绩变好看的说法； 2.从现金流来看，香港的二次上市发行价是120美金，这个价格应该是远超管理层预期的，也可以看出b站短时间内的资金不会紧张（财报上现金260亿），所以暂时的股价下跌不会影响到b站的融资活动，说白了就是二次上市多融了，不缺钱。 3.政策风险：可能有些投资者并不使用b站，以我个人的观点，b站是最符合社会主义核心价值观的视频网站了。从**、新华社到各种键政up，公开课，可以说b站整个舆论偏向是比较红，比较正能量的。国家会打击一个给青少年输出正向价值观的社区吗？我觉得不尽然。 4：杀游戏会不会影响b站？会。但是我们也看到半年报里，b站运营游戏的能力实在是堪忧，就连原神在b服游戏的收入都并不理想。但凡事有两面，b站游戏业务占收入比重越来越小，不是对游戏强监管市场最好的应对吗？ 每一次破位都会有大量的看空言论出现，当所有人都绝望了，或许就是最好的入场时机，美股估值修复的速度比国内市场要快很多，给坚定持有和套的太深的的朋友们打打气，或许事情并没有那么糟。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 看了一圈老虎的空方观点，说说自己的看法： 1.b站的烧钱换市场做法在mau到4亿之前不会给盈利让路，这是公司战略层面的规划，从股价十几块b站就在扩大亏损抢占市场，寻找各种方式破圈，一直到股价150，b站从来没有说为了股价把业绩变好看的说法； 2.从现金流来看，香港的二次上市发行价是120美金，这个价格应该是远超管理层预期的，也可以看出b站短时间内的资金不会紧张（财报上现金260亿），所以暂时的股价下跌不会影响到b站的融资活动，说白了就是二次上市多融了，不缺钱。 3.政策风险：可能有些投资者并不使用b站，以我个人的观点，b站是最符合社会主义核心价值观的视频网站了。从**、新华社到各种键政up，公开课，可以说b站整个舆论偏向是比较红，比较正能量的。国家会打击一个给青少年输出正向价值观的社区吗？我觉得不尽然。 4：杀游戏会不会影响b站？会。但是我们也看到半年报里，b站运营游戏的能力实在是堪忧，就连原神在b服游戏的收入都并不理想。但凡事有两面，b站游戏业务占收入比重越来越小，不是对游戏强监管市场最好的应对吗？ 每一次破位都会有大量的看空言论出现，当所有人都绝望了，或许就是最好的入场时机，美股估值修复的速度比国内市场要快很多，给坚定持有和套的太深的的朋友们打打气，或许事情并没有那么糟。","text":"$哔哩哔哩(BILI)$ 看了一圈老虎的空方观点，说说自己的看法： 1.b站的烧钱换市场做法在mau到4亿之前不会给盈利让路，这是公司战略层面的规划，从股价十几块b站就在扩大亏损抢占市场，寻找各种方式破圈，一直到股价150，b站从来没有说为了股价把业绩变好看的说法； 2.从现金流来看，香港的二次上市发行价是120美金，这个价格应该是远超管理层预期的，也可以看出b站短时间内的资金不会紧张（财报上现金260亿），所以暂时的股价下跌不会影响到b站的融资活动，说白了就是二次上市多融了，不缺钱。 3.政策风险：可能有些投资者并不使用b站，以我个人的观点，b站是最符合社会主义核心价值观的视频网站了。从**、新华社到各种键政up，公开课，可以说b站整个舆论偏向是比较红，比较正能量的。国家会打击一个给青少年输出正向价值观的社区吗？我觉得不尽然。 4：杀游戏会不会影响b站？会。但是我们也看到半年报里，b站运营游戏的能力实在是堪忧，就连原神在b服游戏的收入都并不理想。但凡事有两面，b站游戏业务占收入比重越来越小，不是对游戏强监管市场最好的应对吗？ 每一次破位都会有大量的看空言论出现，当所有人都绝望了，或许就是最好的入场时机，美股估值修复的速度比国内市场要快很多，给坚定持有和套的太深的的朋友们打打气，或许事情并没有那么糟。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":5,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/838826730","isVote":1,"tweetType":1,"viewCount":19258,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565581390994691","authorId":"3565581390994691","name":"人间观察员2s","avatar":"https://static.tigerbbs.com/af42be3346a7d7eeba6fc1fa0a3ded7b","crmLevel":4,"crmLevelSwitch":0,"idStr":"3565581390994691","authorIdStr":"3565581390994691"},"content":"你这同样的文案在他们150有人唱空的时候，不信的人这样说过","text":"你这同样的文案在他们150有人唱空的时候，不信的人这样说过","html":"你这同样的文案在他们150有人唱空的时候，不信的人这样说过"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838392860,"gmtCreate":1629372011250,"gmtModify":1629372011250,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"雷总糊涂！","listText":"雷总糊涂！","text":"雷总糊涂！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838392860","repostId":"1187481946","repostType":4,"repost":{"id":"1187481946","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":1629370512,"share":"https://www.laohu8.com/m/news/1187481946?lang=&edition=full","pubTime":"2021-08-19 18:55","market":"other","language":"zh","title":"市场消息：恒大正与小米谈判出售电动汽车部门的股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1187481946","media":"老虎资讯综合","summary":"市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。","content":"<p>市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。</p>\n<p><img src=\"https://static.tigerbbs.com/de01d626f6bf1c10af19690853f1a1b5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e9cee1d0febf22098d3546faccb7676d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>市场消息：恒大正与小米谈判出售电动汽车部门的股份</title>\n<style 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src=\"https://static.tigerbbs.com/de01d626f6bf1c10af19690853f1a1b5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e9cee1d0febf22098d3546faccb7676d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b6f993a5f8d78485f7cb0eefa540f23","relate_stocks":{"00708":"恒大汽车","01810":"小米集团-W","03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187481946","content_text":"市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898707266,"gmtCreate":1628520137855,"gmtModify":1628520137855,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"没新闻写了吗，当复读机","listText":"没新闻写了吗，当复读机","text":"没新闻写了吗，当复读机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898707266","repostId":"2158644441","repostType":2,"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899886344,"gmtCreate":1628173618088,"gmtModify":1628173618088,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a 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这资金流向，大单在筑底？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/899886344","isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566462856924360","authorId":"3566462856924360","name":"嘻嘻哈哈花花","avatar":"https://static.tigerbbs.com/7c1ea0438639c2cc66eb25a9effe748e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566462856924360","authorIdStr":"3566462856924360"},"content":"是，再不做保护真就炸了…","text":"是，再不做保护真就炸了…","html":"是，再不做保护真就炸了…"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808921853,"gmtCreate":1627552136372,"gmtModify":1627552136372,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 赚了35%止盈了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 赚了35%止盈了","text":"$滴滴(DIDI)$ 赚了35%止盈了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808921853","isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808938601,"gmtCreate":1627549807803,"gmtModify":1627549807803,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 躺着也中枪","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 躺着也中枪","text":"$优步(UBER)$ 躺着也中枪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808938601","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800534572,"gmtCreate":1627307949396,"gmtModify":1627307949396,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 滴滴可以11块退市，但是你说滴滴只值6块是不是太过分了？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 滴滴可以11块退市，但是你说滴滴只值6块是不是太过分了？","text":"$滴滴(DIDI)$ 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这资金流向，大单在筑底？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/899886344","isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566462856924360","authorId":"3566462856924360","name":"嘻嘻哈哈花花","avatar":"https://static.tigerbbs.com/7c1ea0438639c2cc66eb25a9effe748e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566462856924360","authorIdStr":"3566462856924360"},"content":"是，再不做保护真就炸了…","text":"是，再不做保护真就炸了…","html":"是，再不做保护真就炸了…"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321644397,"gmtCreate":1615433438219,"gmtModify":1703488990513,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" 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18:55","market":"other","language":"zh","title":"市场消息：恒大正与小米谈判出售电动汽车部门的股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1187481946","media":"老虎资讯综合","summary":"市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。","content":"<p>市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。</p>\n<p><img src=\"https://static.tigerbbs.com/de01d626f6bf1c10af19690853f1a1b5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e9cee1d0febf22098d3546faccb7676d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>市场消息：恒大正与小米谈判出售电动汽车部门的股份</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市场消息：恒大正与小米谈判出售电动汽车部门的股份\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\">2021-08-19 18:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。</p>\n<p><img src=\"https://static.tigerbbs.com/de01d626f6bf1c10af19690853f1a1b5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e9cee1d0febf22098d3546faccb7676d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b6f993a5f8d78485f7cb0eefa540f23","relate_stocks":{"00708":"恒大汽车","01810":"小米集团-W","03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187481946","content_text":"市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800534572,"gmtCreate":1627307949396,"gmtModify":1627307949396,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 滴滴可以11块退市，但是你说滴滴只值6块是不是太过分了？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 滴滴可以11块退市，但是你说滴滴只值6块是不是太过分了？","text":"$滴滴(DIDI)$ 滴滴可以11块退市，但是你说滴滴只值6块是不是太过分了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800534572","isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837839261,"gmtCreate":1629871632053,"gmtModify":1629871632053,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"没有不好的中概股 只有不合适的买入价格","listText":"没有不好的中概股 只有不合适的买入价格","text":"没有不好的中概股 只有不合适的买入价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837839261","repostId":"2162387390","repostType":4,"repost":{"id":"2162387390","kind":"highlight","pubTimestamp":1629858360,"share":"https://www.laohu8.com/m/news/2162387390?lang=&edition=full","pubTime":"2021-08-25 10:26","market":"us","language":"zh","title":"抄底京东后，“木头姐”表态：对中概并不悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2162387390","media":"华尔街见闻","summary":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接","content":"<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入<a href=\"https://laohu8.com/S/JD\">京东</a>股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。</p>\n<p>Ark Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：</p>\n<blockquote>\n <b>“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”</b>\n</blockquote>\n<p>Wood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。</p>\n<p>最新披露的数据显示，ARK旗下的自动&amp;<a href=\"https://laohu8.com/S/300024\">机器人</a>技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，<b>扭转了7月底以来连续抛售的态势。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ba01ecec77377314f0598c9caadf2456\" tg-width=\"1118\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。</p>\n<p><img src=\"https://static.tigerbbs.com/f3dccaf72955102a69b8a5080d87c3db\" tg-width=\"1107\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。<b>ARKQ也是在京东公布亮眼财报后进行了抄底。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d796d9299aa03662c774ddd14756d6c0\" tg-width=\"688\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；</p>\n<p>在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。</p>\n<p>对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。</p>\n<p><b>但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。</b></p>\n<p><img src=\"https://static.tigerbbs.com/10a0e581ee3758d2aa1dfdc00b1114d3\" tg-width=\"720\" tg-height=\"412\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>抄底京东后，“木头姐”表态：对中概并不悲观</title>\n<style 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抄底京东后，“木头姐”表态：对中概并不悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 10:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3638794><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638794\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"09618":"京东集团-SW","ARKF":"ARK Fintech Innovation ETF","JD":"京东"},"source_url":"https://wallstreetcn.com/articles/3638794","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162387390","content_text":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据显示，ARK旗下的自动&机器人技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，扭转了7月底以来连续抛售的态势。\n\n截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。\n\n年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。ARKQ也是在京东公布亮眼财报后进行了抄底。\n\n华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；\n在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。\n对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。\n但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811543637,"gmtCreate":1630333535329,"gmtModify":1704958673495,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","listText":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","text":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811543637","repostId":"2163000999","repostType":4,"repost":{"id":"2163000999","kind":"highlight","pubTimestamp":1630320299,"share":"https://www.laohu8.com/m/news/2163000999?lang=&edition=full","pubTime":"2021-08-30 18:44","market":"us","language":"zh","title":"没有这么“鸽”！读懂鲍威尔在杰克逊会议上的“太极拳”","url":"https://stock-news.laohu8.com/highlight/detail?id=2163000999","media":"华尔街见闻","summary":"实际上没有改变美联储货币政策正常化的态度和节奏。","content":"<p>周五晚间，在杰克逊霍尔全球央行年会上，鲍威尔的“鸽”派讲话打消市场提前宣告Taper甚至仓促加息的担忧，会后美股上涨，美元下探，美债利率走低。</p>\n<p>市场或许对鲍威尔的通胀暂时论印象更为深刻了，但我们认为这实际上没有改变美联储货币政策正常化的态度和节奏。</p>\n<p><b>关于经济：幅度最深VS持续最短的衰退</b></p>\n<p>在两个月的时间里，约3000万工人失去工作。去年二季度产出的降幅是2007年至2009年的大衰退期间全部降幅的两倍之多。<b><u>但随后经济复苏的速度超过了预期</u></b>，产出仅在四个季度后就超过了之前的峰值，还不到上一次大衰退后所需时间的一半。</p>\n<p>失业仍然不成比例地落在服务业部门的低工资工人身上。时至今日服务支出仍然比趋势水平低7%左右。当前总就业人数比疫情前低600万，其中500万是在低迷的服务部门所致。</p>\n<p><b><u>重点：经济和就业的重点矛盾，依然在服务业。</u></b></p>\n<h2><b> 关于就业：就业改观VS失业过高</b></h2>\n<p>最近几个月，劳动力市场的前景已经大为改观。过去三个月平均新增就业83.2万人，近80万人是服务业就业。职位空缺和辞职的水平处于历史高位。<b><u>失业率已经下降到5.4%，是疫情以来的低点，但仍然过高。劳动力参与率的恢复远远落后于其他部分。</u></b></p>\n<p><b><u>重点：劳动力市场复苏令人满意，但整体失业率和劳动参与率还未达标。</u></b></p>\n<h2><b> 关于通胀：远远高于VS临时性</b></h2>\n<p>截止至今年7月，滚动12个月的PCE以及核心PCE通胀率为4.2%和3.6%，<b><u>远远高于我们2%的长期通胀目标。企业和消费者普遍反映价格和工资有上升的压力。</u></b>高通胀的担忧会被其他因素所缓和，这些因素表明，持续高企的通胀<b><u>可能会被证明是临时性的</u></b>。</p>\n<p>对于通胀可能是临时性的，鲍威尔从五个方面提出了论证。</p>\n<p>1、缺乏广泛的通货膨胀压力：<b><u>通货膨胀的飙升主要来自几类相对狭窄的商品和服务。</u></b>其影响应该会随着时间的推移而消失。对于特定项目的价格上涨是否会外溢转化为广泛的通货膨胀。<b><u>我们会对通胀压力在经济中更广泛地蔓延的迹象感到担忧。</u></b></p>\n<p>2、高通胀项目有所缓和：二手车价格似乎已经稳定下来；汽车以外的耐用消费品的通货膨胀现在已经放缓，并可能开始下降。</p>\n<p>3、工资涨幅与长期通胀目标一致：工资增长的幅度持续地超过生产力增长和通胀水平，会导致“工资价格螺旋式通胀”。但目前工资上涨的速度与长期通胀目标一致。</p>\n<p>4、长期通胀预期处于2%的目标水平。长期通胀预期的变化远远小于实际通胀或短期的预期，表明高通胀可能被证明是临时性的。</p>\n<p>5、全球缓解通胀的力量。发达经济体长期低通货膨胀的模式可能反映了持续的缓解通货膨胀的力量，包括技术进步、全球化、人口因素，以及央行对维持价格稳定的有力而成功的保证。没有什么理由认为它们已经突然逆转或减弱。</p>\n<p><b><u>重点：对于通胀的看法大概是本次鲍威尔讲话最“鸽”的地方。</u></b>4月份鲍威尔曾表示，“我们不会允许通胀大幅超过2%，也不会允许通胀长时间超过2%。”可见当时通胀的幅度和时长都是美联储的观察点。而随着美国通胀水平的一再爆表，<b><u>一方面承认通胀远高于目标，一方面又继续强调通胀可能会被证明是临时性的，显示在矛盾的双目标制中货币政策做出的妥协。</u></b></p>\n<h2><b>关于对货币政策的影响：不为暂时的因素而收紧VS今年Taper可能是合适的</b></h2>\n<p>在最后对货币政策的影响中，鲍威尔指出妥协的原因，<b><u>是由于货币政策对通胀的主要影响可能会在滞后一年或更长时间出现，</u></b>如果应对暂时的因素而收紧政策，很可能在不适宜的时候反而延缓经济活动并增加通缩压力。</p>\n<p>除此外鲍威尔还提到两个变量：我们还期望看到持续强劲的就业增长。以及了解更多有关于Delta变种的影响。</p>\n<p>而对于货币政策的结论则是：就目前而言，货币政策已经起到好处；我们准备酌情调整政策以实现我们的目标。在通货膨胀方面，“实质性的进一步进展”的测试已经通过。在实现充分就业方面也取得了明显进展。<b><u>在FOMC最近的7月会议上，我和大多数与会者一样认为，如果经济的发展大致如预期，今年开始减少资产购买的步伐可能是合适的。</u></b></p>\n<p><b><u>在表达“今年Taper合适”之后还有两个观点的表述，我们认为不应过度解读为鸽派，</u></b>一个是“即使在资产购买结束后，我们所持有的长期证券将继续支持宽松的金融条件。”该话的意思是Taper后联储会维持资产负债表规模。但<b><u>从顺序上来说，缩表本身就应该是在加息进程开启后的才考虑的事。</u></b></p>\n<p>另外“未来减少资产购买的时间和速度将无关于传达加息时间节点的信号。”<b><u>这与7月的议息会议话锋一致，Taper和加息没有必然衔接关系，加息要满足的条件不同且更为严格。</u></b></p>\n<p><b><u>重点：通篇来看鲍威尔在通胀问题上的“鸽派”更倾向于其对于当前通胀远高于目标，但政策却迟于行动这种妥协的辩解。Taper在年内落地基本无疑。</u></b></p>\n<p>与此同时还有一点，10月左右Taper官宣和债务上调TGA账户由泄洪转回笼窗口叠加，虽然从当前来看流动性应当还是比较充分，但双政策对预期以及对市场的影响不可忽视。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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}\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没有这么“鸽”！读懂鲍威尔在杰克逊会议上的“太极拳”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 18:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3639202><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五晚间，在杰克逊霍尔全球央行年会上，鲍威尔的“鸽”派讲话打消市场提前宣告Taper甚至仓促加息的担忧，会后美股上涨，美元下探，美债利率走低。\n市场或许对鲍威尔的通胀暂时论印象更为深刻了，但我们认为这实际上没有改变美联储货币政策正常化的态度和节奏。\n关于经济：幅度最深VS持续最短的衰退\n在两个月的时间里，约3000万工人失去工作。去年二季度产出的降幅是2007年至2009年的大衰退期间全部降幅的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639202\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3639202","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163000999","content_text":"周五晚间，在杰克逊霍尔全球央行年会上，鲍威尔的“鸽”派讲话打消市场提前宣告Taper甚至仓促加息的担忧，会后美股上涨，美元下探，美债利率走低。\n市场或许对鲍威尔的通胀暂时论印象更为深刻了，但我们认为这实际上没有改变美联储货币政策正常化的态度和节奏。\n关于经济：幅度最深VS持续最短的衰退\n在两个月的时间里，约3000万工人失去工作。去年二季度产出的降幅是2007年至2009年的大衰退期间全部降幅的两倍之多。但随后经济复苏的速度超过了预期，产出仅在四个季度后就超过了之前的峰值，还不到上一次大衰退后所需时间的一半。\n失业仍然不成比例地落在服务业部门的低工资工人身上。时至今日服务支出仍然比趋势水平低7%左右。当前总就业人数比疫情前低600万，其中500万是在低迷的服务部门所致。\n重点：经济和就业的重点矛盾，依然在服务业。\n 关于就业：就业改观VS失业过高\n最近几个月，劳动力市场的前景已经大为改观。过去三个月平均新增就业83.2万人，近80万人是服务业就业。职位空缺和辞职的水平处于历史高位。失业率已经下降到5.4%，是疫情以来的低点，但仍然过高。劳动力参与率的恢复远远落后于其他部分。\n重点：劳动力市场复苏令人满意，但整体失业率和劳动参与率还未达标。\n 关于通胀：远远高于VS临时性\n截止至今年7月，滚动12个月的PCE以及核心PCE通胀率为4.2%和3.6%，远远高于我们2%的长期通胀目标。企业和消费者普遍反映价格和工资有上升的压力。高通胀的担忧会被其他因素所缓和，这些因素表明，持续高企的通胀可能会被证明是临时性的。\n对于通胀可能是临时性的，鲍威尔从五个方面提出了论证。\n1、缺乏广泛的通货膨胀压力：通货膨胀的飙升主要来自几类相对狭窄的商品和服务。其影响应该会随着时间的推移而消失。对于特定项目的价格上涨是否会外溢转化为广泛的通货膨胀。我们会对通胀压力在经济中更广泛地蔓延的迹象感到担忧。\n2、高通胀项目有所缓和：二手车价格似乎已经稳定下来；汽车以外的耐用消费品的通货膨胀现在已经放缓，并可能开始下降。\n3、工资涨幅与长期通胀目标一致：工资增长的幅度持续地超过生产力增长和通胀水平，会导致“工资价格螺旋式通胀”。但目前工资上涨的速度与长期通胀目标一致。\n4、长期通胀预期处于2%的目标水平。长期通胀预期的变化远远小于实际通胀或短期的预期，表明高通胀可能被证明是临时性的。\n5、全球缓解通胀的力量。发达经济体长期低通货膨胀的模式可能反映了持续的缓解通货膨胀的力量，包括技术进步、全球化、人口因素，以及央行对维持价格稳定的有力而成功的保证。没有什么理由认为它们已经突然逆转或减弱。\n重点：对于通胀的看法大概是本次鲍威尔讲话最“鸽”的地方。4月份鲍威尔曾表示，“我们不会允许通胀大幅超过2%，也不会允许通胀长时间超过2%。”可见当时通胀的幅度和时长都是美联储的观察点。而随着美国通胀水平的一再爆表，一方面承认通胀远高于目标，一方面又继续强调通胀可能会被证明是临时性的，显示在矛盾的双目标制中货币政策做出的妥协。\n关于对货币政策的影响：不为暂时的因素而收紧VS今年Taper可能是合适的\n在最后对货币政策的影响中，鲍威尔指出妥协的原因，是由于货币政策对通胀的主要影响可能会在滞后一年或更长时间出现，如果应对暂时的因素而收紧政策，很可能在不适宜的时候反而延缓经济活动并增加通缩压力。\n除此外鲍威尔还提到两个变量：我们还期望看到持续强劲的就业增长。以及了解更多有关于Delta变种的影响。\n而对于货币政策的结论则是：就目前而言，货币政策已经起到好处；我们准备酌情调整政策以实现我们的目标。在通货膨胀方面，“实质性的进一步进展”的测试已经通过。在实现充分就业方面也取得了明显进展。在FOMC最近的7月会议上，我和大多数与会者一样认为，如果经济的发展大致如预期，今年开始减少资产购买的步伐可能是合适的。\n在表达“今年Taper合适”之后还有两个观点的表述，我们认为不应过度解读为鸽派，一个是“即使在资产购买结束后，我们所持有的长期证券将继续支持宽松的金融条件。”该话的意思是Taper后联储会维持资产负债表规模。但从顺序上来说，缩表本身就应该是在加息进程开启后的才考虑的事。\n另外“未来减少资产购买的时间和速度将无关于传达加息时间节点的信号。”这与7月的议息会议话锋一致，Taper和加息没有必然衔接关系，加息要满足的条件不同且更为严格。\n重点：通篇来看鲍威尔在通胀问题上的“鸽派”更倾向于其对于当前通胀远高于目标，但政策却迟于行动这种妥协的辩解。Taper在年内落地基本无疑。\n与此同时还有一点，10月左右Taper官宣和债务上调TGA账户由泄洪转回笼窗口叠加，虽然从当前来看流动性应当还是比较充分，但双政策对预期以及对市场的影响不可忽视。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898707266,"gmtCreate":1628520137855,"gmtModify":1628520137855,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"没新闻写了吗，当复读机","listText":"没新闻写了吗，当复读机","text":"没新闻写了吗，当复读机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898707266","repostId":"2158644441","repostType":2,"repost":{"id":"2158644441","kind":"news","pubTimestamp":1628515800,"share":"https://www.laohu8.com/m/news/2158644441?lang=&edition=full","pubTime":"2021-08-09 21:30","market":"us","language":"zh","title":"B站募资或达247亿港元，香港招股首日认购超25倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2158644441","media":"网易新闻","summary":"3月18日-3月23日，B站此次二次上市进行招股。据关注港股的媒体和外媒报道，截至18日19时，B站此次公开招股部分孖展暂录185.6亿港元，认购倍数为25.05倍，超额认购24.05倍。2020年，B站的内容成本是18.755亿元，同比2019年度猛增87.3%，2018年的内容成本数字是5.43亿元。B站聆讯后资料集显示，截至目前，B站已在对外股权投资上花费6.86亿元，并以7.68亿元价格并购了三家公司。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>是B站第二大股东。</p><p>3月17日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>股份有限公司（以下简称B站）发布了其在香港二次上市的计划，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>担任保荐机构。</p><p>B站将发行2500万股，招股价上限为988港元，以此上限价计算，B站获募集资金247亿港元（超额配售最多375万股）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214045257d201gk9u9ffuscu\"/><p>3月18日-3月23日，B站此次二次上市进行招股。</p><p>据关注港股的媒体和外媒报道，截至18日19时，B站此次公开招股部分<span>孖展</span>暂录185.6亿港元，认购倍数为25.05倍，超额认购24.05倍。国际配售部分则已录足额认购。</p><p>B站表示，全球发售募集资金净额将用于优质内容投入、自主技术的开发与创新、销售及营销，以及一般公司用途及运营资金需要，从而支持社区健康、高质量的增长。</p><p>2020年，B站总营收同比增长77%至人民币120亿元，其中第四季度营收同比增长91%至38.4亿元。2020年净亏损为31亿元，上一年度是13亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214057188d201o836n0wtgw0\"/><p>B站近三年主要业绩数据</p><p>2020年第四季度B站平均MAU 2.02亿，同比增长55％；平均月付费用户1790万，同比增长103％；付费率8.9％，上年同期为6.8%；平均DAU5400万，同比增长42％。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214104916d2018pe7l48wmat\"/><p>B站近三年主要用户运营数据</p><img src=\"https://nimg.ws.126.net/?url=http%3A%2F%2Fdingyue.ws.126.net%2F2021%2F0806%2F4f3bd206p00qxeakm000lc000d800c6m.png&amp;thumbnail=650x2147483647&amp;quality=80&amp;type=jpg\"/><p>B站正式会员数量过亿</p><p>2020年B站的收入中，游戏业务、增值服务、广告收入、电子商务及其他业务四个部分，营收分别是48亿元、38亿元、18亿元、15亿元，同比增长34％、134％、126％、109％。</p><img src=\"https://nimg.ws.126.net/?url=http%3A%2F%2Fdingyue.ws.126.net%2F2021%2F0806%2Fcf30486dj00qxeakm000sc000ly006gm.jpg&amp;thumbnail=650x2147483647&amp;quality=80&amp;type=jpg\"/><p>B站四大业务近三年收入数据</p><p>2018年3月28日，B站在纳斯达克上市，通过IPO募集4.433亿美元资金，此后还获得腾讯追加投资3.176亿美元，淘宝入股2400万股、<a href=\"https://laohu8.com/S/SNE\">索尼</a>投资4亿美元，还通过两次发行债券与一次<span>增发</span>股份共募集15.339亿美元。</p><p>这些钱，大多数都用于公司技术开发、内容投入和公司运营上。</p><p>2018-2020年，上市后的B站在内容上逐年加大投入，投资了三体宇宙等版权运营主体、时之砂科技等游戏研发商、艺画开天等动画公司，还出品与参投上百部动画。</p><p>2020年，B站的内容成本是18.755亿元，同比2019年度猛增87.3%，2018年的内容成本数字是5.43亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214136318d2010kwgn69r6tu\"/><p>B站近3年营业成本构成</p><p>不过，B站的成本中占据大头的是给游戏商和主播们的分成，2018-2020三个年度的分成成本分别为16.31亿、24.94亿、66.92亿元。</p><p>B站聆讯后资料集显示，截至目前，B站已在对外<span>股权投资</span>上花费6.86亿元，并以7.68亿元价格并购了三家公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214142416d201jtpgyyp45ab\"/><p>B站并购的3家公司，分别主营网络游戏、动画与App</p><img src=\"https://nimg.ws.126.net/?url=http%3A%2F%2Fdingyue.ws.126.net%2F2021%2F0806%2F021e5e4fj00qxeakm0013c000ha00dam.jpg&amp;thumbnail=650x2147483647&amp;quality=80&amp;type=jpg\"/><p>B站直接投资的21家公司，涵盖动画、漫画、消费、手游、MCN等</p><p>2020年，B站有了超过3000部纪录片，投资了 <a href=\"https://laohu8.com/S/01003\">欢喜传媒</a> 等影视公司。在动画方面，仅国创发布会上宣布的作品就有33部。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214203680d201rwwxypo8dhw\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214206820d201yueofyk9s5x\"/><p>2020年，B站收入最高的3款游戏是FGO、公主连接和碧蓝航线，贡献总收入的24%，大约29亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214207729d201m0yxdinynws\"/><p>B站有1款自研、43款独家代理、700+款联合运营的手机游戏</p><p>截至2020年12月31日，B站持有现金、<span>现金等价物</span>、定期存款和短期投资总额为128亿元。</p><p>截至2021年1月31日，腾讯在B站持股12.4%，仅次于B站董事长与CEO陈睿；淘宝持股比例6.7%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210809214223568d2015qj9x1yu6ex\"/></article></body></html>","source":"tencent","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>B站募资或达247亿港元，香港招股首日认购超25倍</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nB站募资或达247亿港元，香港招股首日认购超25倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 21:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080921422579dec454&s=b><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯是B站第二大股东。3月17日，哔哩哔哩股份有限公司（以下简称B站）发布了其在香港二次上市的计划，高盛、摩根大通、摩根士丹利和瑞银担任保荐机构。B站将发行2500万股，招股价上限为988港元，以此上限价计算，B站获募集资金247亿港元（超额配售最多375万股）。3月18日-3月23日，B站此次二次上市进行招股。据关注港股的媒体和外媒报道，截至18日19时，B站此次公开招股部分孖展暂录185.6...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080921422579dec454&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080921422579dec454&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2158644441","content_text":"腾讯是B站第二大股东。3月17日，哔哩哔哩股份有限公司（以下简称B站）发布了其在香港二次上市的计划，高盛、摩根大通、摩根士丹利和瑞银担任保荐机构。B站将发行2500万股，招股价上限为988港元，以此上限价计算，B站获募集资金247亿港元（超额配售最多375万股）。3月18日-3月23日，B站此次二次上市进行招股。据关注港股的媒体和外媒报道，截至18日19时，B站此次公开招股部分孖展暂录185.6亿港元，认购倍数为25.05倍，超额认购24.05倍。国际配售部分则已录足额认购。B站表示，全球发售募集资金净额将用于优质内容投入、自主技术的开发与创新、销售及营销，以及一般公司用途及运营资金需要，从而支持社区健康、高质量的增长。2020年，B站总营收同比增长77%至人民币120亿元，其中第四季度营收同比增长91%至38.4亿元。2020年净亏损为31亿元，上一年度是13亿元。B站近三年主要业绩数据2020年第四季度B站平均MAU 2.02亿，同比增长55％；平均月付费用户1790万，同比增长103％；付费率8.9％，上年同期为6.8%；平均DAU5400万，同比增长42％。B站近三年主要用户运营数据B站正式会员数量过亿2020年B站的收入中，游戏业务、增值服务、广告收入、电子商务及其他业务四个部分，营收分别是48亿元、38亿元、18亿元、15亿元，同比增长34％、134％、126％、109％。B站四大业务近三年收入数据2018年3月28日，B站在纳斯达克上市，通过IPO募集4.433亿美元资金，此后还获得腾讯追加投资3.176亿美元，淘宝入股2400万股、索尼投资4亿美元，还通过两次发行债券与一次增发股份共募集15.339亿美元。这些钱，大多数都用于公司技术开发、内容投入和公司运营上。2018-2020年，上市后的B站在内容上逐年加大投入，投资了三体宇宙等版权运营主体、时之砂科技等游戏研发商、艺画开天等动画公司，还出品与参投上百部动画。2020年，B站的内容成本是18.755亿元，同比2019年度猛增87.3%，2018年的内容成本数字是5.43亿元。B站近3年营业成本构成不过，B站的成本中占据大头的是给游戏商和主播们的分成，2018-2020三个年度的分成成本分别为16.31亿、24.94亿、66.92亿元。B站聆讯后资料集显示，截至目前，B站已在对外股权投资上花费6.86亿元，并以7.68亿元价格并购了三家公司。B站并购的3家公司，分别主营网络游戏、动画与AppB站直接投资的21家公司，涵盖动画、漫画、消费、手游、MCN等2020年，B站有了超过3000部纪录片，投资了 欢喜传媒 等影视公司。在动画方面，仅国创发布会上宣布的作品就有33部。2020年，B站收入最高的3款游戏是FGO、公主连接和碧蓝航线，贡献总收入的24%，大约29亿元。B站有1款自研、43款独家代理、700+款联合运营的手机游戏截至2020年12月31日，B站持有现金、现金等价物、定期存款和短期投资总额为128亿元。截至2021年1月31日，腾讯在B站持股12.4%，仅次于B站董事长与CEO陈睿；淘宝持股比例6.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800597066,"gmtCreate":1627307702955,"gmtModify":1627307702955,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> too big to fail","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> too big to fail","text":"$滴滴(DIDI)$ too big to fail","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800597066","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836179055,"gmtCreate":1629467478177,"gmtModify":1629467478177,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"不要妖魔化看中美关系，美国sec说的就是要中概股符合披露要求，并没有不允许中概股上市，现在中方说这个可以谈，那就是还有的聊，显然利好。","listText":"不要妖魔化看中美关系，美国sec说的就是要中概股符合披露要求，并没有不允许中概股上市，现在中方说这个可以谈，那就是还有的聊，显然利好。","text":"不要妖魔化看中美关系，美国sec说的就是要中概股符合披露要求，并没有不允许中概股上市，现在中方说这个可以谈，那就是还有的聊，显然利好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836179055","repostId":"1144664204","repostType":4,"repost":{"id":"1144664204","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":1629466298,"share":"https://www.laohu8.com/m/news/1144664204?lang=&edition=full","pubTime":"2021-08-20 21:31","market":"us","language":"zh","title":"开盘：证监会释放中美合作利好，中概股集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1144664204","media":"老虎资讯综合","summary":"8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅","content":"<p>8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅0.23%，报14575.7点。</p>\n<p><img src=\"https://static.tigerbbs.com/ca1ebe36cad75b012a572a0a3440c68b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>多数中概股止跌反弹，<a href=\"https://laohu8.com/S/QFIN\">360数科</a>涨超13%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨超4%。消息面上，<b>中国证监会今日表示，将“创造条件推动中美审计监管合作，加强市场沟通，稳定政策预期和制度环境。”</b></p>\n<p>雾芯科技跌超3%，第二季度营收不及市场预期。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>涨超1%，股价首次站上300美元关口，续创历史新高，最新市值超2.25万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/e89935cba1d4c0ab734d46c448af21f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.6%，今日举行AI日活动，推出超级计算机Dojo、自研芯片以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p>\n<p><a href=\"https://laohu8.com/S/SPOT\">Spotify</a>涨4%，此前宣布进行至多10亿美元股票回购。</p>\n<p><a href=\"https://laohu8.com/S/OTRK\">Ontrak</a>跌11%，此前遭多家券商下调目标价。</p>\n<p>云企业营销软件Marin Software飙涨17%，此前宣布与法国网络广告服务商Criteo(CRTO.O)的商务媒体平台进行整合。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：证监会释放中美合作利好，中概股集体反弹</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开盘：证监会释放中美合作利好，中概股集体反弹\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\">2021-08-20 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅0.23%，报14575.7点。</p>\n<p><img src=\"https://static.tigerbbs.com/ca1ebe36cad75b012a572a0a3440c68b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>多数中概股止跌反弹，<a href=\"https://laohu8.com/S/QFIN\">360数科</a>涨超13%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨超4%。消息面上，<b>中国证监会今日表示，将“创造条件推动中美审计监管合作，加强市场沟通，稳定政策预期和制度环境。”</b></p>\n<p>雾芯科技跌超3%，第二季度营收不及市场预期。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>涨超1%，股价首次站上300美元关口，续创历史新高，最新市值超2.25万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/e89935cba1d4c0ab734d46c448af21f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.6%，今日举行AI日活动，推出超级计算机Dojo、自研芯片以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p>\n<p><a href=\"https://laohu8.com/S/SPOT\">Spotify</a>涨4%，此前宣布进行至多10亿美元股票回购。</p>\n<p><a href=\"https://laohu8.com/S/OTRK\">Ontrak</a>跌11%，此前遭多家券商下调目标价。</p>\n<p>云企业营销软件Marin Software飙涨17%，此前宣布与法国网络广告服务商Criteo(CRTO.O)的商务媒体平台进行整合。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144664204","content_text":"8月20日（周五），道琼斯指数开盘下跌15.69点，跌幅0.04%，报34878.43点；标普500指数开盘上涨0.09点，涨幅0.00%，报4405.89点；纳斯达克综合指数开盘上涨34.0点，涨幅0.23%，报14575.7点。\n\n多数中概股止跌反弹，360数科涨超13%，高途涨超5%，拼多多、理想汽车、腾讯音乐涨超4%。消息面上，中国证监会今日表示，将“创造条件推动中美审计监管合作，加强市场沟通，稳定政策预期和制度环境。”\n雾芯科技跌超3%，第二季度营收不及市场预期。\n微软涨超1%，股价首次站上300美元关口，续创历史新高，最新市值超2.25万亿美元。\n\n特斯拉涨2.6%，今日举行AI日活动，推出超级计算机Dojo、自研芯片以及人形机器人。\nSpotify涨4%，此前宣布进行至多10亿美元股票回购。\nOntrak跌11%，此前遭多家券商下调目标价。\n云企业营销软件Marin 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23:48","market":"us","language":"zh","title":"热门中概股跌幅继续扩大，拼多多大跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130666801","media":"老虎资讯综合","summary":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","content":"<html><head></head><body><p>1月4日，热门中概股跌幅继续扩大，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>均大跌超10%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技跌超9%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超7%、蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>热门中概股跌幅继续扩大，拼多多大跌超10%</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; 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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\">2022-01-04 23:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日，热门中概股跌幅继续扩大，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>均大跌超10%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技跌超9%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超7%、蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4526":"热门中概股","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4509":"腾讯概念","BK4558":"双十一","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","PDD":"拼多多","BK4535":"淡马锡持仓","TTTN":"老虎中美互联网巨头ETF","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4501":"段永平概念","BK4505":"高瓴资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130666801","content_text":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","news_type":1},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808938601,"gmtCreate":1627549807803,"gmtModify":1627549807803,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a 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