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亚文雅虎
2021-09-27
这篇文章不错,转发给大家看
抱歉,原内容已删除
亚文雅虎
2021-08-29
$大全新能源(DQ)$
A股市盈率40倍 这里才10倍? A股天天创新高 美股天天创新低 搞笑呢
亚文雅虎
2021-08-21
这篇文章不错,转发给大家看
@投资银行在线:从小康社会到共同富裕:中国经济治理框架转变
亚文雅虎
2021-08-19
这篇文章不错,转发给大家看
@库巴财经:股票是涨是跌,用这套方法,看开盘前30分钟就够了!
亚文雅虎
2021-08-16
这篇文章不错,转发给大家看
@贝拉聊财金: 💰 💰 赢家往往不断地赢... ... ➟ ➠ 各有所需 彼此关联... ... ➟ ➠ 4 类分析师 ... ...? -- 一期长期受益的视频... ...
亚文雅虎
2021-08-10
这篇文章不错,转发给大家看
@丫丫港股圈:桥水基金达利欧:如何理解中国最近在资本市场上的行动
亚文雅虎
2021-08-05
这篇文章不错,转发给大家看
@走马财经:阿里巴巴二季报深度解读:企业奋斗和历史进程之惑
亚文雅虎
2021-08-02
梧桐了?
抱歉,原内容已删除
亚文雅虎
2021-07-30
只能指望WSB了?
抱歉,原内容已删除
亚文雅虎
2021-07-16
这篇文章不错,转发给大家看
@走马财经:腾讯阿里或握手言和 支付宝:今夜请别为我哭泣
亚文雅虎
2021-07-13
$Goldman Sachs(GS)$
业绩大好 跌什么呀 利好出尽?
亚文雅虎
2021-07-13
why the sell then?
抱歉,原内容已删除
亚文雅虎
2021-07-12
$Cloopen(RAAS)$
想当年我打新30几块跑掉还觉得亏了 因为后面它涨到50多 后半夜了 现在从50块这是跌了多少了 85%?
亚文雅虎
2021-07-09
这篇文章不错,转发给大家看
@日更美股:亚马逊和苹果是盘簧即将爆发
亚文雅虎
2021-07-05
这篇文章不错,转发给大家看
@格隆汇:双创50ETF发车在即,上吗?
亚文雅虎
2021-07-04
可以考虑
@投资默示录:“肿瘤数字平台第一股”零氪科技遭阿里健康、淡马锡、UBS等明星资本疯狂“抢筹”,合计意向认购金额已达1.15亿美元
亚文雅虎
2021-06-28
$Missfresh Limited(MF)$
这个股票叫MF 真是MotherF****r
亚文雅虎
2021-06-20
这篇文章不错,转发给大家看
@小丹尼DannyData:小丹尼从三个方面聊聊百度。
亚文雅虎
2021-06-18
$YOURAN DAIRY(09858)$
肯定割肉啊 暗盘跌就走 等跌到底部了再说 不割现在就是跌 参照百融云
亚文雅虎
2021-06-18
$YOURAN DAIRY(09858)$
暗盘跌你不走 就是这个结果 以后记住了?
去老虎APP查看更多动态
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A股天天创新高 美股天天创新低 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我们预计,经济利益的分配更多转向普通劳动者,企业和资本盈利占经济的比例逐步下降;导致收入差距扩大、社会焦虑加剧、环境污染恶化以及危及数据安全的行业,受到进一步约束。但对大部分行业而言,政策并非推倒现有的商业模式,应平衡好监管和呵护市场信心,并且有破有立,力图提供前瞻式的监管引导。中国要实现成为全球经济与创新强国的2035远景目标,需仰赖企业家精神和充满活力的私人部门去推动创新,维持生产率进步。 图一:从实现“小康社会”到追求共同富裕 数据来源:CEIC,摩根士丹利研究部 逐步建立经济治理新机制 近期中国政府对金融科技、互联网平台、加密货币、碳排放、校外培训等行业的监管行动并非突兀之举,都是本轮治理框架转变的重要组成部分。纷至沓来的监管措施似乎让海外投资者始料未及,某些海外媒体也发出了一些相对片面的解读声音。但从大方向上来看,应该非常明确:中国正逐步建立的经济治理新机制,可通过堵漏洞、补短板、稳杠杆,降低系统性风险,增强社会公平、国家安全和产业链自主性。 例如,反垄断法主要针对禁止科技巨头滥用市场支配地位,强迫商户签订排他性协议,侵蚀一些中小企业甚至新兴企业的空间;金融科技监管则重在打击监管套利行为并降低金融稳定风险;针对外卖平台的指导意见旨在保障灵活就业人员的基本医疗和社会福利。而7月开始,中国提出加强对数据类企业海外上市和“数据跨境”的监管,或也是出于数据安全风险方面的考虑。 把这些脉络","listText":"导言:目前正值中国经济和资本市场历史的一个重要转折点。经过过去十年的较高速增长、脱贫攻坚战取得了全面胜利之后,企业巨头化、收入差距扩大逐渐成为中国和全球各国面临的共同挑战,再叠加逆全球化和人口老化的影响,中国正在革新经济治理框架,从实现“小康社会”阶段的增长优先,转向“共同富裕”时代力图平衡增长和安全,政策的优先级转向社会公平、数据安全和产业链自主可控。这一框架对于企业和市场意味着什么? 我们预计,经济利益的分配更多转向普通劳动者,企业和资本盈利占经济的比例逐步下降;导致收入差距扩大、社会焦虑加剧、环境污染恶化以及危及数据安全的行业,受到进一步约束。但对大部分行业而言,政策并非推倒现有的商业模式,应平衡好监管和呵护市场信心,并且有破有立,力图提供前瞻式的监管引导。中国要实现成为全球经济与创新强国的2035远景目标,需仰赖企业家精神和充满活力的私人部门去推动创新,维持生产率进步。 图一:从实现“小康社会”到追求共同富裕 数据来源:CEIC,摩根士丹利研究部 逐步建立经济治理新机制 近期中国政府对金融科技、互联网平台、加密货币、碳排放、校外培训等行业的监管行动并非突兀之举,都是本轮治理框架转变的重要组成部分。纷至沓来的监管措施似乎让海外投资者始料未及,某些海外媒体也发出了一些相对片面的解读声音。但从大方向上来看,应该非常明确:中国正逐步建立的经济治理新机制,可通过堵漏洞、补短板、稳杠杆,降低系统性风险,增强社会公平、国家安全和产业链自主性。 例如,反垄断法主要针对禁止科技巨头滥用市场支配地位,强迫商户签订排他性协议,侵蚀一些中小企业甚至新兴企业的空间;金融科技监管则重在打击监管套利行为并降低金融稳定风险;针对外卖平台的指导意见旨在保障灵活就业人员的基本医疗和社会福利。而7月开始,中国提出加强对数据类企业海外上市和“数据跨境”的监管,或也是出于数据安全风险方面的考虑。 把这些脉络","text":"导言:目前正值中国经济和资本市场历史的一个重要转折点。经过过去十年的较高速增长、脱贫攻坚战取得了全面胜利之后,企业巨头化、收入差距扩大逐渐成为中国和全球各国面临的共同挑战,再叠加逆全球化和人口老化的影响,中国正在革新经济治理框架,从实现“小康社会”阶段的增长优先,转向“共同富裕”时代力图平衡增长和安全,政策的优先级转向社会公平、数据安全和产业链自主可控。这一框架对于企业和市场意味着什么? 我们预计,经济利益的分配更多转向普通劳动者,企业和资本盈利占经济的比例逐步下降;导致收入差距扩大、社会焦虑加剧、环境污染恶化以及危及数据安全的行业,受到进一步约束。但对大部分行业而言,政策并非推倒现有的商业模式,应平衡好监管和呵护市场信心,并且有破有立,力图提供前瞻式的监管引导。中国要实现成为全球经济与创新强国的2035远景目标,需仰赖企业家精神和充满活力的私人部门去推动创新,维持生产率进步。 图一:从实现“小康社会”到追求共同富裕 数据来源:CEIC,摩根士丹利研究部 逐步建立经济治理新机制 近期中国政府对金融科技、互联网平台、加密货币、碳排放、校外培训等行业的监管行动并非突兀之举,都是本轮治理框架转变的重要组成部分。纷至沓来的监管措施似乎让海外投资者始料未及,某些海外媒体也发出了一些相对片面的解读声音。但从大方向上来看,应该非常明确:中国正逐步建立的经济治理新机制,可通过堵漏洞、补短板、稳杠杆,降低系统性风险,增强社会公平、国家安全和产业链自主性。 例如,反垄断法主要针对禁止科技巨头滥用市场支配地位,强迫商户签订排他性协议,侵蚀一些中小企业甚至新兴企业的空间;金融科技监管则重在打击监管套利行为并降低金融稳定风险;针对外卖平台的指导意见旨在保障灵活就业人员的基本医疗和社会福利。而7月开始,中国提出加强对数据类企业海外上市和“数据跨境”的监管,或也是出于数据安全风险方面的考虑。 把这些脉络","images":[{"img":"https://static.tigerbbs.com/9b4ef4e7e2a743a3bd2be2285446723c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e22cada20e4e4230920f372eb31d2f05","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2708fe64c7ef4130bf5070be830650f2","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836386417","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831631525,"gmtCreate":1629310691467,"gmtModify":1629310691467,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831631525","repostId":"898206912","repostType":1,"repost":{"id":898206912,"gmtCreate":1628497888236,"gmtModify":1628510104034,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582524673862453","idStr":"3582524673862453"},"themes":[],"title":"股票是涨是跌,用这套方法,看开盘前30分钟就够了!","htmlText":"很多短线高手只需要看开盘30分钟就能判断股票一天的涨跌,他们是怎么做到的呢?今天就把他们的方法分享给大家。尤其是最后一点,非常实用。第一,开盘30分钟,先下跌,再反弹,但反弹不超过开盘价,反弹后快速回落,说明股票走势非常弱,还会继续下跌。第二,开盘30分钟,先涨后跌,并且快速跌破开盘价,这种情况往往引发失望性抛盘,继续下跌。第三,开盘30分钟,先涨后跌,但没有跌破开盘价,这是洗盘的典型特征,后期看涨。第四点,非常关键,开盘30分钟出现小幅拉升,但不超过5个点,随后股价在分时均价线的上方运行,同时伴随着量能的逐渐放大,说明主力可能会有大动作。以上四种情况,建议大家反复练习,多看几遍,这样才能在实践中融会贯通。你还有什么看盘方法,欢迎留言讨论~关注库巴老师<a target=\"_blank\" href=\"https://laohu8.com/U/3582524673862453\">@库巴财经</a> ,每天为你分享股市干货!<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> ","listText":"很多短线高手只需要看开盘30分钟就能判断股票一天的涨跌,他们是怎么做到的呢?今天就把他们的方法分享给大家。尤其是最后一点,非常实用。第一,开盘30分钟,先下跌,再反弹,但反弹不超过开盘价,反弹后快速回落,说明股票走势非常弱,还会继续下跌。第二,开盘30分钟,先涨后跌,并且快速跌破开盘价,这种情况往往引发失望性抛盘,继续下跌。第三,开盘30分钟,先涨后跌,但没有跌破开盘价,这是洗盘的典型特征,后期看涨。第四点,非常关键,开盘30分钟出现小幅拉升,但不超过5个点,随后股价在分时均价线的上方运行,同时伴随着量能的逐渐放大,说明主力可能会有大动作。以上四种情况,建议大家反复练习,多看几遍,这样才能在实践中融会贯通。你还有什么看盘方法,欢迎留言讨论~关注库巴老师<a target=\"_blank\" href=\"https://laohu8.com/U/3582524673862453\">@库巴财经</a> ,每天为你分享股市干货!<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> ","text":"很多短线高手只需要看开盘30分钟就能判断股票一天的涨跌,他们是怎么做到的呢?今天就把他们的方法分享给大家。尤其是最后一点,非常实用。第一,开盘30分钟,先下跌,再反弹,但反弹不超过开盘价,反弹后快速回落,说明股票走势非常弱,还会继续下跌。第二,开盘30分钟,先涨后跌,并且快速跌破开盘价,这种情况往往引发失望性抛盘,继续下跌。第三,开盘30分钟,先涨后跌,但没有跌破开盘价,这是洗盘的典型特征,后期看涨。第四点,非常关键,开盘30分钟出现小幅拉升,但不超过5个点,随后股价在分时均价线的上方运行,同时伴随着量能的逐渐放大,说明主力可能会有大动作。以上四种情况,建议大家反复练习,多看几遍,这样才能在实践中融会贯通。你还有什么看盘方法,欢迎留言讨论~关注库巴老师@库巴财经 ,每天为你分享股市干货!$中芯国际(00981)$ $快手-W(01024)$ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/ba2cb4d2e0d6fc971ada076fb59c29f4","width":"688","height":"353"},{"img":"https://static.tigerbbs.com/262c31424ee89a9650f283d86fc12c1b","width":"524","height":"236"},{"img":"https://static.tigerbbs.com/404e46daa996a798b23b52e511232340","width":"566","height":"202"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898206912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830887173,"gmtCreate":1629047337992,"gmtModify":1629047337992,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830887173","repostId":"830389555","repostType":1,"repost":{"id":830389555,"gmtCreate":1629011254173,"gmtModify":1629033242212,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000112","idStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n \n \n 💰 💰 赢家往往不断地赢... ... ➟ ➠ 各有所需 彼此关联... ... ➟ ➠ 4 类分析师 ... ...? -- 一期长期受益的视频... ...\n \n","listText":"💰 💰 赢家往往不断地赢... ... ➟ ➠ 各有所需 彼此关联... ... ➟ ➠ 4 类分析师 ... ...? -- 一期长期受益的视频... ...","text":"💰 💰 赢家往往不断地赢... ... ➟ ➠ 各有所需 彼此关联... ... ➟ ➠ 4 类分析师 ... ...? -- 一期长期受益的视频... ...","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830389555","isVote":1,"tweetType":2,"object":{"id":"e817f6957d414f5ab5b1577bf9a596ec","tweetId":"830389555","title":"💰 💰 赢家往往不断地赢... ... ➟ ➠ 各有所需 彼此关联... ... ➟ ➠ 4 类分析师 ... ...? -- 一期长期受益的视频... 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作者:吴杨盈荟 桥水基金创始人达利欧(Ray Dalio),近日在领英上发布了他对中国近期政策的看法。 滴滴事件、教培行业整顿之后,不管是国外还是国内,资本市场舆论里,蔓延着一股恐慌情绪。 他们的逻辑是这样的:1. 金融市场厌恶不确定性。2. 外资认为政策是中国市场最大的不确定性。3. 这将导致外资丧失对投资中国公司的信心。 但实际上,中国的政策有着不变的底层确定性。如果你认为市场充满不确定性,是因为你还不够了解中国。 而顶尖的外资投资人,往往比我们国内不少人更加了解这个国家。比如达利欧就是一个典型例子。 我把达利欧的全文翻译了出来,文章不长,值得每个字细细阅读,阅读约需5分钟。 划重点: 1. 大多数人错过了中国正在发生的真正趋势。 2. 不要将波动误读成趋势。滴滴事件和教育行业是波动,不是趋势。 3. 中国决策者的行动方向从未改变:支持资本市场、企业家精神和对外开放投资的快速稳定发展。 4. 两个事件背后政策,是对整个国家更好的举措,尽管资本并不喜欢这些政策。 5. 中国是一个国家资本主义系统。国家运行资本主义是为了为大多数人的利益服务。决策者决不会按资本市场和富人的意志行事。 6. 资本市场中的人和资本家必须了解他们在系统中的从属地位,否则他们将承受错误的后果。 7. 不要指望中国会用跟西方一样的方式来运行资本市场。 如何理解中国最近在资本市场上的行动 作者 | Ray Dalio 最近中国的政策举措,让不少人对中国的资本市场和资本理念产生了怀疑。这些事件包括:1)滴滴上市与管控其数据使用 2)中国教育公司转变成非营利组织。因此我试图帮助大家弄清楚,到底中国资本市场上正在发生着什么。 我能理解,不了解真实情况的人们会对这些事件感到困惑。从我36年前到访中国以来,我发现大多数西方观察家往往不相信中国能真正用好资本市场来促进发展。而这些观察家","listText":"来源:吴杨野餐会; 作者:吴杨盈荟 桥水基金创始人达利欧(Ray Dalio),近日在领英上发布了他对中国近期政策的看法。 滴滴事件、教培行业整顿之后,不管是国外还是国内,资本市场舆论里,蔓延着一股恐慌情绪。 他们的逻辑是这样的:1. 金融市场厌恶不确定性。2. 外资认为政策是中国市场最大的不确定性。3. 这将导致外资丧失对投资中国公司的信心。 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target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>,而不是腾讯,虽然后者号称投资了中国互联网的半壁江山。 请注意,这里并不是在讨论阿里和腾讯谁更优秀,而是谁最能感知时代的脉搏、社会的体温,谁最适合担当中国经济的晴雨表。 阿里首先是一家To B的公司,它起家的1688是一家批发为主的网站,它如今的核心商业体——淘宝和天猫,商家和消费者都是它的客户,某种程度上,阿里是一家商户导向而不是消费者导向的公司,正如它在致力于发展102年的公司使命中描述的:让天下没有难做的生意——这句话是说给商家听的。 正因为它在中国商户、品牌、企业端的触角和影响力如此之深广,它直接或者间接影响的就业人群如此之多,阿里巴巴/蚂蚁金服组成的联盟于中国经济社会的影响力,是无人能出其右的。 成也萧何败也萧何,反垄断以及一系列对互联网平台的整治活动伊始,阿里也首当其冲,结果我们都看到了:蚂蚁金服上市折戟,阿里巴巴被罚182亿。 这两件事情,都在阿里巴巴这份新财年(阿里巴巴的2022财年始于2021年Q1到2022年Q1)第一份财报中能看见踪迹。 没有人的奋斗能脱离时代进程,马云不能,他背后的企业阿里巴巴亦如是。 阿里二季报概况 2021年8月3日,美股盘前,阿里巴巴发布了它的2021年二季度财报,也是阿里巴巴2022财年的第一份季报。 截止2021年6月30日的季度内,阿里巴巴收入为2057.40亿元,同比增长 34%。若不考虑合并高鑫零售的影响,阿里的收入为1873.06亿元,同比增长22%。 截至2021年6月30日止12个月期间,阿里巴巴生态体系的全球年度活跃消费者达到约11.80亿,较2021年3月31日时增加4500万。其中9.12亿消费者来自","listText":"在中国新经济公司中,如果非要选一家最能反映中国时代进程的代表,我会选择阿里<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>,而不是腾讯,虽然后者号称投资了中国互联网的半壁江山。 请注意,这里并不是在讨论阿里和腾讯谁更优秀,而是谁最能感知时代的脉搏、社会的体温,谁最适合担当中国经济的晴雨表。 阿里首先是一家To B的公司,它起家的1688是一家批发为主的网站,它如今的核心商业体——淘宝和天猫,商家和消费者都是它的客户,某种程度上,阿里是一家商户导向而不是消费者导向的公司,正如它在致力于发展102年的公司使命中描述的:让天下没有难做的生意——这句话是说给商家听的。 正因为它在中国商户、品牌、企业端的触角和影响力如此之深广,它直接或者间接影响的就业人群如此之多,阿里巴巴/蚂蚁金服组成的联盟于中国经济社会的影响力,是无人能出其右的。 成也萧何败也萧何,反垄断以及一系列对互联网平台的整治活动伊始,阿里也首当其冲,结果我们都看到了:蚂蚁金服上市折戟,阿里巴巴被罚182亿。 这两件事情,都在阿里巴巴这份新财年(阿里巴巴的2022财年始于2021年Q1到2022年Q1)第一份财报中能看见踪迹。 没有人的奋斗能脱离时代进程,马云不能,他背后的企业阿里巴巴亦如是。 阿里二季报概况 2021年8月3日,美股盘前,阿里巴巴发布了它的2021年二季度财报,也是阿里巴巴2022财年的第一份季报。 截止2021年6月30日的季度内,阿里巴巴收入为2057.40亿元,同比增长 34%。若不考虑合并高鑫零售的影响,阿里的收入为1873.06亿元,同比增长22%。 截至2021年6月30日止12个月期间,阿里巴巴生态体系的全球年度活跃消费者达到约11.80亿,较2021年3月31日时增加4500万。其中9.12亿消费者来自","text":"在中国新经济公司中,如果非要选一家最能反映中国时代进程的代表,我会选择阿里$阿里巴巴(BABA)$,而不是腾讯,虽然后者号称投资了中国互联网的半壁江山。 请注意,这里并不是在讨论阿里和腾讯谁更优秀,而是谁最能感知时代的脉搏、社会的体温,谁最适合担当中国经济的晴雨表。 阿里首先是一家To B的公司,它起家的1688是一家批发为主的网站,它如今的核心商业体——淘宝和天猫,商家和消费者都是它的客户,某种程度上,阿里是一家商户导向而不是消费者导向的公司,正如它在致力于发展102年的公司使命中描述的:让天下没有难做的生意——这句话是说给商家听的。 正因为它在中国商户、品牌、企业端的触角和影响力如此之深广,它直接或者间接影响的就业人群如此之多,阿里巴巴/蚂蚁金服组成的联盟于中国经济社会的影响力,是无人能出其右的。 成也萧何败也萧何,反垄断以及一系列对互联网平台的整治活动伊始,阿里也首当其冲,结果我们都看到了:蚂蚁金服上市折戟,阿里巴巴被罚182亿。 这两件事情,都在阿里巴巴这份新财年(阿里巴巴的2022财年始于2021年Q1到2022年Q1)第一份财报中能看见踪迹。 没有人的奋斗能脱离时代进程,马云不能,他背后的企业阿里巴巴亦如是。 阿里二季报概况 2021年8月3日,美股盘前,阿里巴巴发布了它的2021年二季度财报,也是阿里巴巴2022财年的第一份季报。 截止2021年6月30日的季度内,阿里巴巴收入为2057.40亿元,同比增长 34%。若不考虑合并高鑫零售的影响,阿里的收入为1873.06亿元,同比增长22%。 截至2021年6月30日止12个月期间,阿里巴巴生态体系的全球年度活跃消费者达到约11.80亿,较2021年3月31日时增加4500万。其中9.12亿消费者来自","images":[{"img":"https://static.tigerbbs.com/6e91ab762b67142e7b610552cf770f60","width":"688","height":"405"},{"img":"https://static.tigerbbs.com/96453294f25fa7c0c98f0327b2378163","width":"688","height":"411"},{"img":"https://static.tigerbbs.com/2594b4b03a703b42c985d8000e9854e0","width":"688","height":"373"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890949518","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805984819,"gmtCreate":1627841737931,"gmtModify":1627841737931,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"梧桐了?","listText":"梧桐了?","text":"梧桐了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805984819","repostId":"2155113472","repostType":2,"isVote":1,"tweetType":1,"viewCount":2687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808206754,"gmtCreate":1627581851178,"gmtModify":1627581851178,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"只能指望WSB了?","listText":"只能指望WSB了?","text":"只能指望WSB了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808206754","repostId":"1178709342","repostType":4,"isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147498826,"gmtCreate":1626372153165,"gmtModify":1626372153165,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147498826","repostId":"144836214","repostType":1,"repost":{"id":144836214,"gmtCreate":1626274484038,"gmtModify":1626360363400,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555926517215344","idStr":"3555926517215344"},"themes":[],"title":"腾讯阿里或握手言和 支付宝:今夜请别为我哭泣","htmlText":"7月14日,阿里巴巴美股盘前大涨超3%。原因是外媒放出重磅消息,指阿里巴巴拟与腾讯互相开放生态系统。消息人士称,阿里巴巴的初步举措可能包括将微信支付引入淘宝和天猫。双方都在制定放松限制的计划。受这一消息影响,拼多多盘前大跌2.48%,京东跌0.68%。如果消息属实,这可能是阿里巴巴近几年来做的最正确的一次决定。没有之一。消息真实性几何?老实说,看到这个消息的时候,我完全不感到意外。2月17日,淘宝短暂上架淘宝特价版微信小程序的时候,我就写过文章《淘宝来微信“开店”了,支持微信支付还会远吗?》,预测阿里未来很可能会开放微信支付。可以肯定的说,这个消息的真实性无限接近100%。原因是多方面的。政策层面,国家在大力推进反垄断,打破生态割据的局面。阿里腾讯各自树立围墙,显然是反垄断的重点监控目标。与其被动等政策介入,不如主动求变,顺应时事,化被动为主动。利益层面,开放微信支付虽然不利于支付宝,但是非常有利于淘宝天猫获取新用户——那些只有微信支付的人,或者只有微信里有钱的人。同时,也非常有利于提升微信支付的渗透率和场景覆盖率。作为利益交换的一部分,微信显然必须支持淘宝、天猫以及其他阿里系小程序全量进驻,甚至可能会开放淘宝、天猫链接在微信的分享。生态层面,阿里和腾讯仍然是国内最庞大的两支生态系统,但是双雄争霸的局面已经有了微妙的变化:字节生态正在迎头赶上甚至有赶超之势。字节跳动系APP的国内全网用户时长已经远超阿里系,逼近腾讯系,占据全国第二的份额。而字节国内的用户时长增速仍然超过腾讯阿里,更逞论国际的tiktok迅猛异常。双雄格局可能瓦解的局面下,双方还互相严防死守,显然是不符合生态争夺逻辑的。实际上阿里和腾讯都没有办法将字节纳入自己的阵营——他们都曾为此努力过,字节还是走上了独立自主雄霸天下的道路。与其两个老大斗得两败俱伤,坐视老三崛起甚至篡位,还不如双方握手言和,对付老三。支付宝","listText":"7月14日,阿里巴巴美股盘前大涨超3%。原因是外媒放出重磅消息,指阿里巴巴拟与腾讯互相开放生态系统。消息人士称,阿里巴巴的初步举措可能包括将微信支付引入淘宝和天猫。双方都在制定放松限制的计划。受这一消息影响,拼多多盘前大跌2.48%,京东跌0.68%。如果消息属实,这可能是阿里巴巴近几年来做的最正确的一次决定。没有之一。消息真实性几何?老实说,看到这个消息的时候,我完全不感到意外。2月17日,淘宝短暂上架淘宝特价版微信小程序的时候,我就写过文章《淘宝来微信“开店”了,支持微信支付还会远吗?》,预测阿里未来很可能会开放微信支付。可以肯定的说,这个消息的真实性无限接近100%。原因是多方面的。政策层面,国家在大力推进反垄断,打破生态割据的局面。阿里腾讯各自树立围墙,显然是反垄断的重点监控目标。与其被动等政策介入,不如主动求变,顺应时事,化被动为主动。利益层面,开放微信支付虽然不利于支付宝,但是非常有利于淘宝天猫获取新用户——那些只有微信支付的人,或者只有微信里有钱的人。同时,也非常有利于提升微信支付的渗透率和场景覆盖率。作为利益交换的一部分,微信显然必须支持淘宝、天猫以及其他阿里系小程序全量进驻,甚至可能会开放淘宝、天猫链接在微信的分享。生态层面,阿里和腾讯仍然是国内最庞大的两支生态系统,但是双雄争霸的局面已经有了微妙的变化:字节生态正在迎头赶上甚至有赶超之势。字节跳动系APP的国内全网用户时长已经远超阿里系,逼近腾讯系,占据全国第二的份额。而字节国内的用户时长增速仍然超过腾讯阿里,更逞论国际的tiktok迅猛异常。双雄格局可能瓦解的局面下,双方还互相严防死守,显然是不符合生态争夺逻辑的。实际上阿里和腾讯都没有办法将字节纳入自己的阵营——他们都曾为此努力过,字节还是走上了独立自主雄霸天下的道路。与其两个老大斗得两败俱伤,坐视老三崛起甚至篡位,还不如双方握手言和,对付老三。支付宝","text":"7月14日,阿里巴巴美股盘前大涨超3%。原因是外媒放出重磅消息,指阿里巴巴拟与腾讯互相开放生态系统。消息人士称,阿里巴巴的初步举措可能包括将微信支付引入淘宝和天猫。双方都在制定放松限制的计划。受这一消息影响,拼多多盘前大跌2.48%,京东跌0.68%。如果消息属实,这可能是阿里巴巴近几年来做的最正确的一次决定。没有之一。消息真实性几何?老实说,看到这个消息的时候,我完全不感到意外。2月17日,淘宝短暂上架淘宝特价版微信小程序的时候,我就写过文章《淘宝来微信“开店”了,支持微信支付还会远吗?》,预测阿里未来很可能会开放微信支付。可以肯定的说,这个消息的真实性无限接近100%。原因是多方面的。政策层面,国家在大力推进反垄断,打破生态割据的局面。阿里腾讯各自树立围墙,显然是反垄断的重点监控目标。与其被动等政策介入,不如主动求变,顺应时事,化被动为主动。利益层面,开放微信支付虽然不利于支付宝,但是非常有利于淘宝天猫获取新用户——那些只有微信支付的人,或者只有微信里有钱的人。同时,也非常有利于提升微信支付的渗透率和场景覆盖率。作为利益交换的一部分,微信显然必须支持淘宝、天猫以及其他阿里系小程序全量进驻,甚至可能会开放淘宝、天猫链接在微信的分享。生态层面,阿里和腾讯仍然是国内最庞大的两支生态系统,但是双雄争霸的局面已经有了微妙的变化:字节生态正在迎头赶上甚至有赶超之势。字节跳动系APP的国内全网用户时长已经远超阿里系,逼近腾讯系,占据全国第二的份额。而字节国内的用户时长增速仍然超过腾讯阿里,更逞论国际的tiktok迅猛异常。双雄格局可能瓦解的局面下,双方还互相严防死守,显然是不符合生态争夺逻辑的。实际上阿里和腾讯都没有办法将字节纳入自己的阵营——他们都曾为此努力过,字节还是走上了独立自主雄霸天下的道路。与其两个老大斗得两败俱伤,坐视老三崛起甚至篡位,还不如双方握手言和,对付老三。支付宝","images":[{"img":"https://static.tigerbbs.com/9e0dc5affffd73a4677e3925c74736c8","width":"750","height":"465"},{"img":"https://static.tigerbbs.com/b2c955510860f7c5f95b312748321d21","width":"750","height":"1206"},{"img":"https://static.tigerbbs.com/f05d8ee75e002dbd2cfb341551111eb2","width":"1109","height":"876"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144836214","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145082101,"gmtCreate":1626183428003,"gmtModify":1626183428003,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$Goldman Sachs(GS)$</a> 业绩大好 跌什么呀 利好出尽?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$Goldman Sachs(GS)$</a> 业绩大好 跌什么呀 利好出尽?","text":"$Goldman Sachs(GS)$ 业绩大好 跌什么呀 利好出尽?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145082101","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145089523,"gmtCreate":1626183290062,"gmtModify":1626183290062,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"why the sell then?","listText":"why the sell then?","text":"why the sell then?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145089523","repostId":"2151563412","repostType":2,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142001530,"gmtCreate":1626101807120,"gmtModify":1626101807120,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$Cloopen(RAAS)$</a> 想当年我打新30几块跑掉还觉得亏了 因为后面它涨到50多 后半夜了 现在从50块这是跌了多少了 85%?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$Cloopen(RAAS)$</a> 想当年我打新30几块跑掉还觉得亏了 因为后面它涨到50多 后半夜了 现在从50块这是跌了多少了 85%?","text":"$Cloopen(RAAS)$ 想当年我打新30几块跑掉还觉得亏了 因为后面它涨到50多 后半夜了 现在从50块这是跌了多少了 85%?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142001530","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143376202,"gmtCreate":1625768061806,"gmtModify":1625768061806,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143376202","repostId":"149408240","repostType":1,"repost":{"id":149408240,"gmtCreate":1625740204181,"gmtModify":1625742598252,"author":{"id":"4088575607240860","authorId":"4088575607240860","name":"日更美股","avatar":"https://static.tigerbbs.com/66bed32f97ead1433f977c2da9d1d348","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088575607240860","idStr":"4088575607240860"},"themes":[],"title":"亚马逊和苹果是盘簧即将爆发","htmlText":"谁能想到,在大型科技企业集团中,亚马逊 ( AMZN ) 和苹果(AAPL )将是 2021 年上半年最糟糕的投资自年初以来,亚马逊已上涨 7.35%,而 AAPL 已上涨 5.55%。与 SPDR S&P 500 Trust ETF ( SPY ) (16.22%)、微软 ( MSFT ) (25.71%)、Facebook ( FB ) (31.10%) 和 Alphabet (GOOG ) ( GOOGL )相比) (41.33%),AMZN 和 AAPL 的股票被抛在后面。AMZN 和 AAPL 几乎没有为主要指数在 2021 年创下历史新高做出贡献,他们似乎没有做任何事情给投资界留下深刻印象。随着增长的故事蔓延到 2021 年,以及最近的空头紧缩,以及对冲基金的热潮,我相信 AMZN 和 AAPL 的成就被忽视了。有时,机会就在眼前。信息是 24/7 全天候的业务,因为头条新闻永远不会停止。如此关注 GameStop ( GME )、AMC Entertainment ( AMC) 和 SPAC,投资者忽视 AMZN 和 AAPL 发生的事情也就不足为奇了。这些公司是科技巨头,在 2021 年第一季度实现了巨大的盈利增长,同时在 2020 年创造了破纪录的年终业绩,但市场对此不以为然。多年来,大型科技公司为股东带来了丰厚的回报,我相信这些投资在未来仍会带来巨大的上涨空间。音乐不会停止,AMZN 和 AAPL 不会没有椅子,他们在未来几年仍将是主导力量。进入 7 月底的第二季度收益,我相信在我们将本季度转至 2021 年下半年并接近假日季节时,买入 AMZN 或 AAPL 的股票是一次出色的表现。即使其股价在 2021 年横盘整理,亚马逊仍继续交付在过去10 年中,AMZN 增长了 1,582.31%,同时在过去五年中产生了 389.72% 的收益。与其他大","listText":"谁能想到,在大型科技企业集团中,亚马逊 ( AMZN ) 和苹果(AAPL )将是 2021 年上半年最糟糕的投资自年初以来,亚马逊已上涨 7.35%,而 AAPL 已上涨 5.55%。与 SPDR S&P 500 Trust ETF ( SPY ) (16.22%)、微软 ( MSFT ) (25.71%)、Facebook ( FB ) (31.10%) 和 Alphabet (GOOG ) ( GOOGL )相比) (41.33%),AMZN 和 AAPL 的股票被抛在后面。AMZN 和 AAPL 几乎没有为主要指数在 2021 年创下历史新高做出贡献,他们似乎没有做任何事情给投资界留下深刻印象。随着增长的故事蔓延到 2021 年,以及最近的空头紧缩,以及对冲基金的热潮,我相信 AMZN 和 AAPL 的成就被忽视了。有时,机会就在眼前。信息是 24/7 全天候的业务,因为头条新闻永远不会停止。如此关注 GameStop ( GME )、AMC Entertainment ( AMC) 和 SPAC,投资者忽视 AMZN 和 AAPL 发生的事情也就不足为奇了。这些公司是科技巨头,在 2021 年第一季度实现了巨大的盈利增长,同时在 2020 年创造了破纪录的年终业绩,但市场对此不以为然。多年来,大型科技公司为股东带来了丰厚的回报,我相信这些投资在未来仍会带来巨大的上涨空间。音乐不会停止,AMZN 和 AAPL 不会没有椅子,他们在未来几年仍将是主导力量。进入 7 月底的第二季度收益,我相信在我们将本季度转至 2021 年下半年并接近假日季节时,买入 AMZN 或 AAPL 的股票是一次出色的表现。即使其股价在 2021 年横盘整理,亚马逊仍继续交付在过去10 年中,AMZN 增长了 1,582.31%,同时在过去五年中产生了 389.72% 的收益。与其他大","text":"谁能想到,在大型科技企业集团中,亚马逊 ( AMZN ) 和苹果(AAPL )将是 2021 年上半年最糟糕的投资自年初以来,亚马逊已上涨 7.35%,而 AAPL 已上涨 5.55%。与 SPDR S&P 500 Trust ETF ( SPY ) (16.22%)、微软 ( MSFT ) (25.71%)、Facebook ( FB ) (31.10%) 和 Alphabet (GOOG ) ( GOOGL )相比) (41.33%),AMZN 和 AAPL 的股票被抛在后面。AMZN 和 AAPL 几乎没有为主要指数在 2021 年创下历史新高做出贡献,他们似乎没有做任何事情给投资界留下深刻印象。随着增长的故事蔓延到 2021 年,以及最近的空头紧缩,以及对冲基金的热潮,我相信 AMZN 和 AAPL 的成就被忽视了。有时,机会就在眼前。信息是 24/7 全天候的业务,因为头条新闻永远不会停止。如此关注 GameStop ( GME )、AMC Entertainment ( AMC) 和 SPAC,投资者忽视 AMZN 和 AAPL 发生的事情也就不足为奇了。这些公司是科技巨头,在 2021 年第一季度实现了巨大的盈利增长,同时在 2020 年创造了破纪录的年终业绩,但市场对此不以为然。多年来,大型科技公司为股东带来了丰厚的回报,我相信这些投资在未来仍会带来巨大的上涨空间。音乐不会停止,AMZN 和 AAPL 不会没有椅子,他们在未来几年仍将是主导力量。进入 7 月底的第二季度收益,我相信在我们将本季度转至 2021 年下半年并接近假日季节时,买入 AMZN 或 AAPL 的股票是一次出色的表现。即使其股价在 2021 年横盘整理,亚马逊仍继续交付在过去10 年中,AMZN 增长了 1,582.31%,同时在过去五年中产生了 389.72% 的收益。与其他大","images":[{"img":"https://static.tigerbbs.com/22a12c87c2146e041cd8577b14e3bf02","width":"688","height":"554"},{"img":"https://static.tigerbbs.com/46de23bdb143b64878e4c47183e0a8bb","width":"688","height":"466"},{"img":"https://static.tigerbbs.com/dbf3dd4197efe10a9d1b9a717c5ac438","width":"688","height":"402"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149408240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155647912,"gmtCreate":1625423890736,"gmtModify":1625423890736,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2a390e8ae0a5ff8b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574418489912185","idStr":"3574418489912185"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155647912","repostId":"155825340","repostType":1,"repost":{"id":155825340,"gmtCreate":1625403450280,"gmtModify":1625403450280,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"39105730803552","idStr":"39105730803552"},"themes":[],"title":"双创50ETF发车在即,上吗?","htmlText":"下周一,A股将会有5只双创50ETF正式挂牌交易,包括华夏、南方、易方达、招商和嘉实5家机构旗下的产品。另外,华宝、富国、国泰旗下双创50ETF将于下周二挂牌,银华将于下周三挂牌。9只双创50ETF即将发车,前期认购与募集非常火爆。截止6月30日,9只基金一共募集了将近190亿元,华夏一家募集超过50亿元。看来,投资者对于即将要上线的基金抱有满满的期待。那么,问题来了,双创50ETF究竟是什么指数基金?重仓股是那些?当前是否又值得重仓去布局呢?双创50ETF是指数基金,追踪的是中证科创创业50指数。后者代码是931643,简称科创创业50。这有点类似你买沪深300ETF,追踪的是沪深300指数,一个道理。科创创业50,选取科创板和创业板中市值较大的50只新兴产业上市公司证券作为指数样本。50只成份股中,市值超千亿的有21家,占比42%。值得注意的是,该指数成份股是一个季度调整一次,且双创板块的新股,仅需上市时间超过一个季度即可纳入指数样本池。该指数前10大权重股,分别为宁德时代、迈瑞医疗、爱尔眼科、智飞生物、卓胜微、亿纬锂能、阳光电源、汇川技术、金山办公、泰格医药。前10大重仓股权重高达54.47%,比创业板指还要略高一些。前3大重仓股权重高达27.2%。其中,宁德时代权重高达11.9%,迈瑞医疗高达9%。(科创创业50前10大重仓股,来源:Wind)创业板指前10大重仓股与科创创业50大同小异,只是把东方财富换成了金山办公,个股权重比例进行了一些调整。另外,50家成份股拉通看,一共有31家创业板股票,19家科创板股票,且前者权重要远远高于后者。分行业看,前3大行业分别为医药、电新和电子,权重分别为39.96%、23.64%和19.63%,共计权重超过80%。(科创创业50行业权重,来源:Wind)整体看来,科创创业50的重仓股质地还是不错的,跟创业板指的重叠度很高,中长期","listText":"下周一,A股将会有5只双创50ETF正式挂牌交易,包括华夏、南方、易方达、招商和嘉实5家机构旗下的产品。另外,华宝、富国、国泰旗下双创50ETF将于下周二挂牌,银华将于下周三挂牌。9只双创50ETF即将发车,前期认购与募集非常火爆。截止6月30日,9只基金一共募集了将近190亿元,华夏一家募集超过50亿元。看来,投资者对于即将要上线的基金抱有满满的期待。那么,问题来了,双创50ETF究竟是什么指数基金?重仓股是那些?当前是否又值得重仓去布局呢?双创50ETF是指数基金,追踪的是中证科创创业50指数。后者代码是931643,简称科创创业50。这有点类似你买沪深300ETF,追踪的是沪深300指数,一个道理。科创创业50,选取科创板和创业板中市值较大的50只新兴产业上市公司证券作为指数样本。50只成份股中,市值超千亿的有21家,占比42%。值得注意的是,该指数成份股是一个季度调整一次,且双创板块的新股,仅需上市时间超过一个季度即可纳入指数样本池。该指数前10大权重股,分别为宁德时代、迈瑞医疗、爱尔眼科、智飞生物、卓胜微、亿纬锂能、阳光电源、汇川技术、金山办公、泰格医药。前10大重仓股权重高达54.47%,比创业板指还要略高一些。前3大重仓股权重高达27.2%。其中,宁德时代权重高达11.9%,迈瑞医疗高达9%。(科创创业50前10大重仓股,来源:Wind)创业板指前10大重仓股与科创创业50大同小异,只是把东方财富换成了金山办公,个股权重比例进行了一些调整。另外,50家成份股拉通看,一共有31家创业板股票,19家科创板股票,且前者权重要远远高于后者。分行业看,前3大行业分别为医药、电新和电子,权重分别为39.96%、23.64%和19.63%,共计权重超过80%。(科创创业50行业权重,来源:Wind)整体看来,科创创业50的重仓股质地还是不错的,跟创业板指的重叠度很高,中长期","text":"下周一,A股将会有5只双创50ETF正式挂牌交易,包括华夏、南方、易方达、招商和嘉实5家机构旗下的产品。另外,华宝、富国、国泰旗下双创50ETF将于下周二挂牌,银华将于下周三挂牌。9只双创50ETF即将发车,前期认购与募集非常火爆。截止6月30日,9只基金一共募集了将近190亿元,华夏一家募集超过50亿元。看来,投资者对于即将要上线的基金抱有满满的期待。那么,问题来了,双创50ETF究竟是什么指数基金?重仓股是那些?当前是否又值得重仓去布局呢?双创50ETF是指数基金,追踪的是中证科创创业50指数。后者代码是931643,简称科创创业50。这有点类似你买沪深300ETF,追踪的是沪深300指数,一个道理。科创创业50,选取科创板和创业板中市值较大的50只新兴产业上市公司证券作为指数样本。50只成份股中,市值超千亿的有21家,占比42%。值得注意的是,该指数成份股是一个季度调整一次,且双创板块的新股,仅需上市时间超过一个季度即可纳入指数样本池。该指数前10大权重股,分别为宁德时代、迈瑞医疗、爱尔眼科、智飞生物、卓胜微、亿纬锂能、阳光电源、汇川技术、金山办公、泰格医药。前10大重仓股权重高达54.47%,比创业板指还要略高一些。前3大重仓股权重高达27.2%。其中,宁德时代权重高达11.9%,迈瑞医疗高达9%。(科创创业50前10大重仓股,来源:Wind)创业板指前10大重仓股与科创创业50大同小异,只是把东方财富换成了金山办公,个股权重比例进行了一些调整。另外,50家成份股拉通看,一共有31家创业板股票,19家科创板股票,且前者权重要远远高于后者。分行业看,前3大行业分别为医药、电新和电子,权重分别为39.96%、23.64%和19.63%,共计权重超过80%。(科创创业50行业权重,来源:Wind)整体看来,科创创业50的重仓股质地还是不错的,跟创业板指的重叠度很高,中长期","images":[{"img":"https://static.tigerbbs.com/607e19f0d83d2b49f4b61137ceebc9b3"},{"img":"https://static.tigerbbs.com/e5d96a64b84710b16f51043a10d6a3a2"},{"img":"https://static.tigerbbs.com/5709c7ff9ccbe89f1a5e3c813e8807f4"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155825340","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152454422,"gmtCreate":1625336665266,"gmtModify":1625336665266,"author":{"id":"3574418489912185","authorId":"3574418489912185","name":"亚文雅虎","avatar":"https://static.tigerbbs.com/580061de0caf3f5b2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target=\"_blank\" href=\"https://laohu8.com/S/LDOC\">$零氪科技(LDOC)$</a> 向SEC更新了招股书(红鲱鱼版),计划以“LDOC”为证券代码在纳斯达克挂牌上市。本次IPO由摩根士丹利、美国银行以及中金共同担任承销商。红鲱鱼版招股书显示,零氪科技将发行1082.5万股ADS(美国存托股),每股ADS相当于4个普通股。发行价格区间为每股ADS17.5美元至19.5美元,承销商总计享有162.4万股ADS的超额配售权。若执行“绿鞋机制”,本次IPO拟募集金额或将达2.43亿美元。零氪科技此次美股IPO,得到了市场积极反馈,其招股书披露,已有6家有明确投资意向的投资者(类似于香港上市的基石投资者),除了阿里健康、淡马锡及清池资本Lake Bleu等老股东外,还包括长线基金UBS Asset Management、医疗专业基金Hudson Bay和Sage。上述投资机构和基金意向认购金额达到1.15亿美元,如果本次IPO最终以定价区间中端即每股ADS18.5美元定价, 则6家意向投资者的订单额度将占总体融资金额的57.4%左右,体现了老投资人、长线基金还有医疗专业基金对零氪未来发展的信心。三大业务板块,打造中国最大的精准医疗数字化平台成立于2014年的零氪科技,作为最早一批深耕医疗大数据治理和应用的医疗科技公司,专注于肿瘤等重大疾病领域,为患者和生命科学公司、医疗机构、保险机构、行政监管部门等产业各方,提供大数据一站式解决方案。从创业之初重度布局数据结构化和院外随访,以形成数据闭环,深度挖掘数据价值,到以患者获益为中心,连接医生、患者、药企、支付方,结合大数据和人工智能技术,拓展基于互联网医院、线下患者服务中心的O2O医药服务,打造互联网医疗新生态,零氪以数据驱动为核心,逐渐构建起贯穿","listText":"美东时间7月1日,医疗科技公司<a target=\"_blank\" href=\"https://laohu8.com/S/LDOC\">$零氪科技(LDOC)$</a> 向SEC更新了招股书(红鲱鱼版),计划以“LDOC”为证券代码在纳斯达克挂牌上市。本次IPO由摩根士丹利、美国银行以及中金共同担任承销商。红鲱鱼版招股书显示,零氪科技将发行1082.5万股ADS(美国存托股),每股ADS相当于4个普通股。发行价格区间为每股ADS17.5美元至19.5美元,承销商总计享有162.4万股ADS的超额配售权。若执行“绿鞋机制”,本次IPO拟募集金额或将达2.43亿美元。零氪科技此次美股IPO,得到了市场积极反馈,其招股书披露,已有6家有明确投资意向的投资者(类似于香港上市的基石投资者),除了阿里健康、淡马锡及清池资本Lake Bleu等老股东外,还包括长线基金UBS Asset Management、医疗专业基金Hudson Bay和Sage。上述投资机构和基金意向认购金额达到1.15亿美元,如果本次IPO最终以定价区间中端即每股ADS18.5美元定价, 则6家意向投资者的订单额度将占总体融资金额的57.4%左右,体现了老投资人、长线基金还有医疗专业基金对零氪未来发展的信心。三大业务板块,打造中国最大的精准医疗数字化平台成立于2014年的零氪科技,作为最早一批深耕医疗大数据治理和应用的医疗科技公司,专注于肿瘤等重大疾病领域,为患者和生命科学公司、医疗机构、保险机构、行政监管部门等产业各方,提供大数据一站式解决方案。从创业之初重度布局数据结构化和院外随访,以形成数据闭环,深度挖掘数据价值,到以患者获益为中心,连接医生、患者、药企、支付方,结合大数据和人工智能技术,拓展基于互联网医院、线下患者服务中心的O2O医药服务,打造互联网医疗新生态,零氪以数据驱动为核心,逐渐构建起贯穿","text":"美东时间7月1日,医疗科技公司$零氪科技(LDOC)$ 向SEC更新了招股书(红鲱鱼版),计划以“LDOC”为证券代码在纳斯达克挂牌上市。本次IPO由摩根士丹利、美国银行以及中金共同担任承销商。红鲱鱼版招股书显示,零氪科技将发行1082.5万股ADS(美国存托股),每股ADS相当于4个普通股。发行价格区间为每股ADS17.5美元至19.5美元,承销商总计享有162.4万股ADS的超额配售权。若执行“绿鞋机制”,本次IPO拟募集金额或将达2.43亿美元。零氪科技此次美股IPO,得到了市场积极反馈,其招股书披露,已有6家有明确投资意向的投资者(类似于香港上市的基石投资者),除了阿里健康、淡马锡及清池资本Lake Bleu等老股东外,还包括长线基金UBS Asset Management、医疗专业基金Hudson Bay和Sage。上述投资机构和基金意向认购金额达到1.15亿美元,如果本次IPO最终以定价区间中端即每股ADS18.5美元定价, 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