vickliang的个人主页 - 老虎社区

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2022-12-08

事出反常必有妖，还是大户投资者比较投资谨慎，原则性强，非常值得学习!

抱歉，原内容已删除

2022-10-07

只要大股东没抛完，每天3.5亿继续，就是这么简单

腾讯控股10月7日回购130万股，共耗资约3.54亿港元

2022-10-04

国庆一跑长途在高速上堵车导致电动车超预期没电的尴尬又导致消费者对目前电动车的现状的消费忧虑!

抱歉，原内容已删除

2022-09-23

压价

抱歉，原内容已删除

2022-09-09

疯狂加息，房市下跌，然而美股不跌，这才是美国经济现象奇迹

抱歉，原内容已删除

2022-07-21

一句话，谁肥就屠宰谁!

抱歉，原内容已删除

2021-05-19

特斯拉不是不好，就是把太快的加速度加以技术限制和刹车失灵处理好了再说!中国公权对虚拟币宣战了，也就是说这坑留给外国人自摸吧！人民币退出!

抱歉，原内容已删除

2021-04-10

收水

抱歉，原内容已删除

2021-03-05

还是那句话，搞这么大的动作来下跌，感觉是还没跌透没跌够，坑没挖够深，套现的资金还不够多，估值还不够笋不够安全，大资金应该是只收钱（买新基金）不开仓（封闭期你管的着吗）！zf意志是化解目前的金融风险，地产风险，等zf的金融地产紧风声过后吧！

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href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于10月7日回购130万股，回购价格为270.4-273.8港元，共耗资约3.54亿港元。</p><p><img src=\"https://static.tigerbbs.com/0829ec1de5f0469178e5bbc27663a752\" tg-width=\"1571\" tg-height=\"482\" 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17:21","market":"us","language":"zh","title":"盘前异动：加密货币狂泻！特斯拉利空不断","url":"https://stock-news.laohu8.com/highlight/detail?id=1199200652","media":"老虎资讯综合","summary":"5月19日，美国三大股指期货全线下挫，截至发稿，道指期货跌0.48%；标普500指数期货跌0.64%；纳斯达克100指数期货跌1.06%。\n\n美股区块链概念股盘前大跌，Riot Blockchain、","content":"<p>5月19日，美国三大股指期货全线下挫，截至发稿，道指期货跌0.48%；标普500指数期货跌0.64%；纳斯达克100指数期货跌1.06%。</p>\n<p><img src=\"https://static.tigerbbs.com/251c65b04cd6042c1687d434aa138e62\" tg-width=\"478\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链概念股盘前大跌，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌超7%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超5%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近4%。</p>\n<p><img src=\"https://static.tigerbbs.com/658b808245d984566add5d7f81d9bade\" tg-width=\"468\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超2%；<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed95d74fccb5e4b0b14090aa5921a7c7\" tg-width=\"478\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%；持有大量比特币，比特币价格的低迷拖累了股价表现；中国产特斯拉4月份上牌量相比3月份纪录高点出现了大幅下降；遭美国知名投资者做空，价值超5亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/042f43e2c952cb92a47fa6121ed471a2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TCOM\">携程</a>盘前涨近4%，一季度营收超预期。</p>\n<p><img src=\"https://static.tigerbbs.com/614851b3b6c925ca0c250349738c74d2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动：加密货币狂泻！特斯拉利空不断</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; 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}\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盘前异动：加密货币狂泻！特斯拉利空不断\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-19 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月19日，美国三大股指期货全线下挫，截至发稿，道指期货跌0.48%；标普500指数期货跌0.64%；纳斯达克100指数期货跌1.06%。</p>\n<p><img src=\"https://static.tigerbbs.com/251c65b04cd6042c1687d434aa138e62\" tg-width=\"478\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链概念股盘前大跌，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌超7%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超5%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近4%。</p>\n<p><img src=\"https://static.tigerbbs.com/658b808245d984566add5d7f81d9bade\" tg-width=\"468\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超2%；<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed95d74fccb5e4b0b14090aa5921a7c7\" tg-width=\"478\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%；持有大量比特币，比特币价格的低迷拖累了股价表现；中国产特斯拉4月份上牌量相比3月份纪录高点出现了大幅下降；遭美国知名投资者做空，价值超5亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/042f43e2c952cb92a47fa6121ed471a2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TCOM\">携程</a>盘前涨近4%，一季度营收超预期。</p>\n<p><img src=\"https://static.tigerbbs.com/614851b3b6c925ca0c250349738c74d2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯","RIOT":"Riot Platforms","IBIT":"iShares Bitcoin Trust","TSLA":"特斯拉","TCOM":"携程网",".IXIC":"NASDAQ Composite","MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","BIDU":"百度",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199200652","content_text":"5月19日，美国三大股指期货全线下挫，截至发稿，道指期货跌0.48%；标普500指数期货跌0.64%；纳斯达克100指数期货跌1.06%。\n\n美股区块链概念股盘前大跌，Riot Blockchain、Marathon Patent跌超7%，嘉楠科技跌超5%，Coinbase跌近4%。\n\n热门中概股盘前普跌，哔哩哔哩、蔚来、爱奇艺跌超2%；阿里巴巴、拼多多、百度、小鹏汽车、理想汽车跌超1%。\n\n特斯拉盘前跌超2%；持有大量比特币，比特币价格的低迷拖累了股价表现；中国产特斯拉4月份上牌量相比3月份纪录高点出现了大幅下降；遭美国知名投资者做空，价值超5亿美元。\n\n携程盘前涨近4%，一季度营收超预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663067910,"gmtCreate":1662693221730,"gmtModify":1662693222884,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"疯狂加息，房市下跌，然而美股不跌，这才是美国经济现象奇迹","listText":"疯狂加息，房市下跌，然而美股不跌，这才是美国经济现象奇迹","text":"疯狂加息，房市下跌，然而美股不跌，这才是美国经济现象奇迹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/663067910","repostId":"2266810096","repostType":2,"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583692486016592","authorId":"3583692486016592","name":"手机巴黎","avatar":"https://static.tigerbbs.com/feccfe0e115b0efbcefd75917510356d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3583692486016592","authorIdStr":"3583692486016592"},"content":"你是一点都没有买呀，都跌成啥样了，还不下跌，讲话睁着眼讲好吗？","text":"你是一点都没有买呀，都跌成啥样了，还不下跌，讲话睁着眼讲好吗？","html":"你是一点都没有买呀，都跌成啥样了，还不下跌，讲话睁着眼讲好吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346698086,"gmtCreate":1618027230045,"gmtModify":1618027230045,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"收水","listText":"收水","text":"收水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346698086","repostId":"1165140730","repostType":4,"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629625892,"gmtCreate":1670489606616,"gmtModify":1670489608428,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"事出反常必有妖，还是大户投资者比较投资谨慎，原则性强，非常值得学习!","listText":"事出反常必有妖，还是大户投资者比较投资谨慎，原则性强，非常值得学习!","text":"事出反常必有妖，还是大户投资者比较投资谨慎，原则性强，非常值得学习!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629625892","repostId":"1155350257","repostType":2,"repost":{"id":"1155350257","kind":"news","pubTimestamp":1670478423,"share":"https://www.laohu8.com/m/news/1155350257?lang=&edition=full","pubTime":"2022-12-08 13:47","market":"us","language":"zh","title":"黑石要顶不住了，背后发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1155350257","media":"投中网","summary":"短短几天之内一再发生赎回潮，背后到底发生了什么？","content":"<html><head></head><body><p> 作者|陶辉东</p><p>全球资本寒冬还在愈演愈烈，黑石也顶不住了，近日连续爆出挤兑风波。</p><p>2022年12月1日，黑石宣布，其总规模达690亿美元的旗舰私募房地产信托基金（简称BREIT）不得不限制投资者的提款，原因是短期内投资者的赎回请求激增，触发了基金预设的5%赎回率红线。</p><p>这件事黑石“私募之王”的声誉无疑是一个重大打击。消息一出，黑石股价当天暴跌了7%，四个交易日内累计下跌了14%，市值蒸发150亿美元。</p><p><img src=\"https://static.tigerbbs.com/d74cc10d70eb65331a97069c877b2c17\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>祸不单行，12月6日黑石又发公开声明，其500亿美元规模的私募信贷基金（简称BCRED）赎回率也触及了预设限额，但黑石这次表示不会限制投资者们提现。黑石在声明中宣称，黑石的私募信贷基金拥有80亿美元的即时流动性，所有赎回请求都将得到兑现。</p><p>12月5日，BCRED才刚刚宣布增加月度分别，将年化分配收益率提升至了10.2%。监管文件显示，从9月30日至11月30日的两个月，黑石私募信贷基金收到了投资者约5%的基金流通股的提款请求。</p><p>明明基金业绩优异，却在短短几天之内一再发生赎回潮，背后到底发生了什么？</p><p><b>账面回报虚高 投资者不买账</b></p><p>对于黑石的挤兑风波，目前各家分析原因主要指向两点。</p><p>首先是外部原因。彭博援引内部人士的消息称，大多数赎回请求来自于亚洲投资者。因为亚洲资本市场近期的动荡，很多亚洲投资者需要流动性。</p><p>但更主要的可能还是内部原因。</p><p>黑石披露的数据显示，BREIT的业绩非常的亮眼，2022年初至今扣除费用后的净回报率高达9.3%。同期，衡量上市REIT回报水平的道琼斯美国精选REIT总回报指数(DWRTFT)则下跌了22.19%。但黑石BREIT傲视市场的业绩却招致了市场的质疑，由此引发了一种“套利”行为。</p><p>路透社援引消息人士称，一些BREIT的投资者担心黑石调整基金估值的动作“缓慢”。众所周知，美联储加息导致债务融资利率上升，必然会对房地产的价值造成冲击。这种冲击在公开上市交易的REIT中已经price in了，但黑石对BREIT的估值调整却并不充分，这被认为是两者之间回报率巨大差异的来源。简单来说，投资者们并不相信BREIT的漂亮回报率是真实的，因此他们选择以黑石所声称的回报率获利退出。</p><p>对于这种解读，黑石拒绝就BREIT的估值计算方式发表评论，仅表示“相对于许多私募REIT同行，BREIT的估值要更为保守。”黑石还强调，BREIT依赖长期固定利率的债务结构，具有应对利率上涨的“弹性”。</p><p>抛开黑石的这次赎回潮不谈，投资者对于2022年另类资产的异常优异的表现早就感到不安了。投中网几日前发布的《LP们今年不挣钱》一文中提到，哈佛大学捐赠基金就对2022财年包括私募股权、房地产、信贷在内的私募投资组合的业绩全面优于公开交易产品的状况表示担忧，认为这很可能是私人市场估值调整的滞后性所带来的。这种情况不仅存在于私募房地产基金中，也存在于私募股权。哈佛大学捐赠基金提到了一个有趣的现象，其投资组合中的VC基金回报水平随着IPO数量的增多而下降。假如VC、PE基金也允许赎回，赎回潮大概只会更严重吧。</p><p><b>会影响黑石冲击万亿美元AUM吗？</b></p><p>虽然黑石这次限制BREIT的赎回完全是基于基金条款自动触发的，但显然也会不可避免的损害黑石的声誉。截至三季度末黑石的AUM达到了9510亿美元，万亿里程碑近在咫尺，房地产基金和信贷基金都是黑石2022年逆势扩张的主力引擎。</p><p>房地产早就是黑石的第一大业务板块了，且AUM增长率连续多年大幅超越PE业务。2022年三季报显示，黑石房地产业务的AUM同比增长了39%。仅仅在三季度，旗舰基金BREIT就募集了42亿美元，让其总规模达到了690亿美元。</p><p>信贷也是黑石2022年表现非常亮眼的新增量板块。前三个季度募集了高达1333亿美元的资金，AUM同比增长43%。旗舰基金BCRED在三季度募集了23亿美元，10月份又募集了6.5亿美元。</p><p>两只旗舰基金均陷入赎回潮，让黑石接下来的的AUM增长形势不太乐观了。瑞信的一份报告认为，他们预计BREIT的困境将对黑石的费用相关收益（FRE）和AUM增长带来压力，进而影响黑石现在享有的估值溢价。</p><p>挤兑风波会给BREIT、BCRED的运作，以及整个黑石集团带来多大影响，现在还未可知。一个直接的影响是，黑石近年来一直坚持的大力发展的C端渠道的战略可能会受挫。过去一两年苏世民已经多次谈到，他认为当前全球另类投资市场一个最重要的趋势是高净值人士将取代机构投资者，成为主要的LP来源。为此黑石投入大量资源布局私人财富管理，还在美国、印度等地大举收购私人财富管理公司，取得了丰硕成果。2022年三季报显示，截至2022年9月底黑石管理的个人财富规模达到2360亿美元，同比增长43%，占总AUM的比例已经高达25%。</p><p>私募产品相对于上市产品的高收益，是黑石吸引高净值人士的杀手锏。但挤兑风波会让私募产品高收益的神话受到挑战，个人投资者会意识到，流动性更好的上市产品或许更适合他们。</p><p><b>刚出售了13亿美元资产 黑石应对赎回潮</b></p><p>正如黑石发言人所说的：“黑石的业务建立在业绩而非资金流动性的基础上。”短期内的大量赎回显然已经超过了基金正常的退出变现能力。黑石私募信贷基金的流动性较为充足，而房地产基金的流动性问题会更为突出。</p><p>限制赎回后，黑石只允许投资者从BREIT赎回月度净资产值的2%和季度净资产值的5%，这还不到赎回请求总量的一半。巴克莱分析师认为，如果BREIT无法重新获得投资者的信任，它就有可能陷入出售资产以满足赎回的恶性循环。巴克莱已经将黑石股票的评级从“增持”下调至“同等权重”。</p><p>12月1日，BREIT宣布同意以12.7亿美元的价格出售其在拉斯维加斯两家赌场49.9%的股权，这对提升基金流动性显然很有帮助。另外BREIT大约8%的投资组合是房地产债务，这些资产的清算比较容易，必要时也可以提供流动性。不过，BREIT之所以要设置自动触发的赎回限制，就是为了防止被迫出售资产的情况出现，黑石不太可能为了无限满足赎回要求而大肆甩卖资产。</p><p>现在的黑石必须极其小心地管理投资者的预期，如果BREIT的业绩下滑，或者有更多迹象表明BREIT的业绩虚高，就会积压更多的赎回请求。最坏的情况是挤兑的自我强化，投资者因为担心无法赎回而纷纷加入赎回的队伍。当然现在担心这些还为时过早。</p><p>在挤兑风波中，黑石一直在强调BREIT的业绩“坚如磐石”。黑石披露的数据显示，BREIT的基础净营业收入（租金和其他收入减去相关成本）2022年迄今增长了13%，5206处房产的入住率高达95%。黑石还强调，BREIT的投资组合主要集中在美国南部和西部的租赁房屋和物流资产，这些物业的租赁期限较短（言下之意可以灵活消化利率的冲击），且租金涨幅超过通货膨胀率。</p></body></html>","source":"tzw","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>黑石要顶不住了，背后发生了什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黑石要顶不住了，背后发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 13:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.chinaventure.com.cn/news/80-20221208-372559.html><strong>投中网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|陶辉东全球资本寒冬还在愈演愈烈，黑石也顶不住了，近日连续爆出挤兑风波。2022年12月1日，黑石宣布，其总规模达690亿美元的旗舰私募房地产信托基金（简称BREIT）不得不限制投资者的提款，原因是短期内投资者的赎回请求激增，触发了基金预设的5%赎回率红线。这件事黑石“私募之王”的声誉无疑是一个重大打击。消息一出，黑石股价当天暴跌了7%，四个交易日内累计下跌了14%，市值蒸发150亿美元。...</p>\n\n<a href=\"https://www.chinaventure.com.cn/news/80-20221208-372559.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1809e27051e8cdce9de7de16a0c4b29c","relate_stocks":{"BX":"黑石"},"source_url":"https://www.chinaventure.com.cn/news/80-20221208-372559.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155350257","content_text":"作者|陶辉东全球资本寒冬还在愈演愈烈，黑石也顶不住了，近日连续爆出挤兑风波。2022年12月1日，黑石宣布，其总规模达690亿美元的旗舰私募房地产信托基金（简称BREIT）不得不限制投资者的提款，原因是短期内投资者的赎回请求激增，触发了基金预设的5%赎回率红线。这件事黑石“私募之王”的声誉无疑是一个重大打击。消息一出，黑石股价当天暴跌了7%，四个交易日内累计下跌了14%，市值蒸发150亿美元。祸不单行，12月6日黑石又发公开声明，其500亿美元规模的私募信贷基金（简称BCRED）赎回率也触及了预设限额，但黑石这次表示不会限制投资者们提现。黑石在声明中宣称，黑石的私募信贷基金拥有80亿美元的即时流动性，所有赎回请求都将得到兑现。12月5日，BCRED才刚刚宣布增加月度分别，将年化分配收益率提升至了10.2%。监管文件显示，从9月30日至11月30日的两个月，黑石私募信贷基金收到了投资者约5%的基金流通股的提款请求。明明基金业绩优异，却在短短几天之内一再发生赎回潮，背后到底发生了什么？账面回报虚高 投资者不买账对于黑石的挤兑风波，目前各家分析原因主要指向两点。首先是外部原因。彭博援引内部人士的消息称，大多数赎回请求来自于亚洲投资者。因为亚洲资本市场近期的动荡，很多亚洲投资者需要流动性。但更主要的可能还是内部原因。黑石披露的数据显示，BREIT的业绩非常的亮眼，2022年初至今扣除费用后的净回报率高达9.3%。同期，衡量上市REIT回报水平的道琼斯美国精选REIT总回报指数(DWRTFT)则下跌了22.19%。但黑石BREIT傲视市场的业绩却招致了市场的质疑，由此引发了一种“套利”行为。路透社援引消息人士称，一些BREIT的投资者担心黑石调整基金估值的动作“缓慢”。众所周知，美联储加息导致债务融资利率上升，必然会对房地产的价值造成冲击。这种冲击在公开上市交易的REIT中已经price in了，但黑石对BREIT的估值调整却并不充分，这被认为是两者之间回报率巨大差异的来源。简单来说，投资者们并不相信BREIT的漂亮回报率是真实的，因此他们选择以黑石所声称的回报率获利退出。对于这种解读，黑石拒绝就BREIT的估值计算方式发表评论，仅表示“相对于许多私募REIT同行，BREIT的估值要更为保守。”黑石还强调，BREIT依赖长期固定利率的债务结构，具有应对利率上涨的“弹性”。抛开黑石的这次赎回潮不谈，投资者对于2022年另类资产的异常优异的表现早就感到不安了。投中网几日前发布的《LP们今年不挣钱》一文中提到，哈佛大学捐赠基金就对2022财年包括私募股权、房地产、信贷在内的私募投资组合的业绩全面优于公开交易产品的状况表示担忧，认为这很可能是私人市场估值调整的滞后性所带来的。这种情况不仅存在于私募房地产基金中，也存在于私募股权。哈佛大学捐赠基金提到了一个有趣的现象，其投资组合中的VC基金回报水平随着IPO数量的增多而下降。假如VC、PE基金也允许赎回，赎回潮大概只会更严重吧。会影响黑石冲击万亿美元AUM吗？虽然黑石这次限制BREIT的赎回完全是基于基金条款自动触发的，但显然也会不可避免的损害黑石的声誉。截至三季度末黑石的AUM达到了9510亿美元，万亿里程碑近在咫尺，房地产基金和信贷基金都是黑石2022年逆势扩张的主力引擎。房地产早就是黑石的第一大业务板块了，且AUM增长率连续多年大幅超越PE业务。2022年三季报显示，黑石房地产业务的AUM同比增长了39%。仅仅在三季度，旗舰基金BREIT就募集了42亿美元，让其总规模达到了690亿美元。信贷也是黑石2022年表现非常亮眼的新增量板块。前三个季度募集了高达1333亿美元的资金，AUM同比增长43%。旗舰基金BCRED在三季度募集了23亿美元，10月份又募集了6.5亿美元。两只旗舰基金均陷入赎回潮，让黑石接下来的的AUM增长形势不太乐观了。瑞信的一份报告认为，他们预计BREIT的困境将对黑石的费用相关收益（FRE）和AUM增长带来压力，进而影响黑石现在享有的估值溢价。挤兑风波会给BREIT、BCRED的运作，以及整个黑石集团带来多大影响，现在还未可知。一个直接的影响是，黑石近年来一直坚持的大力发展的C端渠道的战略可能会受挫。过去一两年苏世民已经多次谈到，他认为当前全球另类投资市场一个最重要的趋势是高净值人士将取代机构投资者，成为主要的LP来源。为此黑石投入大量资源布局私人财富管理，还在美国、印度等地大举收购私人财富管理公司，取得了丰硕成果。2022年三季报显示，截至2022年9月底黑石管理的个人财富规模达到2360亿美元，同比增长43%，占总AUM的比例已经高达25%。私募产品相对于上市产品的高收益，是黑石吸引高净值人士的杀手锏。但挤兑风波会让私募产品高收益的神话受到挑战，个人投资者会意识到，流动性更好的上市产品或许更适合他们。刚出售了13亿美元资产 黑石应对赎回潮正如黑石发言人所说的：“黑石的业务建立在业绩而非资金流动性的基础上。”短期内的大量赎回显然已经超过了基金正常的退出变现能力。黑石私募信贷基金的流动性较为充足，而房地产基金的流动性问题会更为突出。限制赎回后，黑石只允许投资者从BREIT赎回月度净资产值的2%和季度净资产值的5%，这还不到赎回请求总量的一半。巴克莱分析师认为，如果BREIT无法重新获得投资者的信任，它就有可能陷入出售资产以满足赎回的恶性循环。巴克莱已经将黑石股票的评级从“增持”下调至“同等权重”。12月1日，BREIT宣布同意以12.7亿美元的价格出售其在拉斯维加斯两家赌场49.9%的股权，这对提升基金流动性显然很有帮助。另外BREIT大约8%的投资组合是房地产债务，这些资产的清算比较容易，必要时也可以提供流动性。不过，BREIT之所以要设置自动触发的赎回限制，就是为了防止被迫出售资产的情况出现，黑石不太可能为了无限满足赎回要求而大肆甩卖资产。现在的黑石必须极其小心地管理投资者的预期，如果BREIT的业绩下滑，或者有更多迹象表明BREIT的业绩虚高，就会积压更多的赎回请求。最坏的情况是挤兑的自我强化，投资者因为担心无法赎回而纷纷加入赎回的队伍。当然现在担心这些还为时过早。在挤兑风波中，黑石一直在强调BREIT的业绩“坚如磐石”。黑石披露的数据显示，BREIT的基础净营业收入（租金和其他收入减去相关成本）2022年迄今增长了13%，5206处房产的入住率高达95%。黑石还强调，BREIT的投资组合主要集中在美国南部和西部的租赁房屋和物流资产，这些物业的租赁期限较短（言下之意可以灵活消化利率的冲击），且租金涨幅超过通货膨胀率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668474795,"gmtCreate":1665137346817,"gmtModify":1665137349889,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"只要大股东没抛完，每天3.5亿继续，就是这么简单","listText":"只要大股东没抛完，每天3.5亿继续，就是这么简单","text":"只要大股东没抛完，每天3.5亿继续，就是这么简单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668474795","repostId":"1119065748","repostType":2,"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668245974,"gmtCreate":1664867160798,"gmtModify":1664867165613,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"国庆一跑长途在高速上堵车导致电动车超预期没电的尴尬又导致消费者对目前电动车的现状的消费忧虑!","listText":"国庆一跑长途在高速上堵车导致电动车超预期没电的尴尬又导致消费者对目前电动车的现状的消费忧虑!","text":"国庆一跑长途在高速上堵车导致电动车超预期没电的尴尬又导致消费者对目前电动车的现状的消费忧虑!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668245974","repostId":"1161367313","repostType":2,"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661206781,"gmtCreate":1663922514143,"gmtModify":1663922517297,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"压价","listText":"压价","text":"压价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661206781","repostId":"1179743971","repostType":2,"repost":{"id":"1179743971","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":1663920348,"share":"https://www.laohu8.com/m/news/1179743971?lang=&edition=full","pubTime":"2022-09-23 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href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>总裁顾宏地接受采访时称，已经对电池供应商进行了多元化安排，用以补充全新SUV小鹏G9的推出，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>已不是最大供应商。</p><p>顾宏地表示，已经与几家优质电池供应商合作，例如<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>和中航锂电。但采访中，顾宏地并未透露哪家是他们最大的电池供应商。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"300750":"宁德时代","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179743971","content_text":"小鹏汽车总裁顾宏地接受采访时称，已经对电池供应商进行了多元化安排，用以补充全新SUV小鹏G9的推出，宁德时代已不是最大供应商。顾宏地表示，已经与几家优质电池供应商合作，例如亿纬锂能和中航锂电。但采访中，顾宏地并未透露哪家是他们最大的电池供应商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686507478,"gmtCreate":1658381954499,"gmtModify":1704869802840,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"一句话，谁肥就屠宰谁!","listText":"一句话，谁肥就屠宰谁!","text":"一句话，谁肥就屠宰谁!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686507478","repostId":"2252789198","repostType":2,"repost":{"id":"2252789198","kind":"news","pubTimestamp":1658303697,"share":"https://www.laohu8.com/m/news/2252789198?lang=&edition=full","pubTime":"2022-07-20 15:54","market":"us","language":"zh","title":"美股2022年下半场，将是空头的”屠宰场“？","url":"https://stock-news.laohu8.com/highlight/detail?id=2252789198","media":"华尔街见闻","summary":"随着通胀见顶的迹象不断出现，一些投资者可能会抢先在最终触底之前进入市场。","content":"<div>\n<p>今年上半年，悲观情绪使空头们收获了自金融危机以来的最佳收益，但当市场情绪发生反转，尤其在市场持续反弹的情况下，等待空头的只有无尽的“宰割”和“流血”。近期的迹象表明，美股在经历了50多年来最差的上半场之后，可能在下半场扭转跌势。隔夜美股收盘，标普500指数上涨了2.8%，而空头遭受的损失大约是该数字的两倍。在标普500指数成分股中，上涨股票的比例高达98%，为2018年12月以来的最高水平。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3665282\">Web Link</a>\n\n</div>\n","source":"netease_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股2022年下半场，将是空头的”屠宰场“？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股2022年下半场，将是空头的”屠宰场“？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 15:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3665282><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年，悲观情绪使空头们收获了自金融危机以来的最佳收益，但当市场情绪发生反转，尤其在市场持续反弹的情况下，等待空头的只有无尽的“宰割”和“流血”。近期的迹象表明，美股在经历了50多年来最差的上半场之后，可能在下半场扭转跌势。隔夜美股收盘，标普500指数上涨了2.8%，而空头遭受的损失大约是该数字的两倍。在标普500指数成分股中，上涨股票的比例高达98%，为2018年12月以来的最高水平。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3665282\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3665282","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252789198","content_text":"今年上半年，悲观情绪使空头们收获了自金融危机以来的最佳收益，但当市场情绪发生反转，尤其在市场持续反弹的情况下，等待空头的只有无尽的“宰割”和“流血”。近期的迹象表明，美股在经历了50多年来最差的上半场之后，可能在下半场扭转跌势。隔夜美股收盘，标普500指数上涨了2.8%，而空头遭受的损失大约是该数字的两倍。在标普500指数成分股中，上涨股票的比例高达98%，为2018年12月以来的最高水平。与此同时，在高盛一篮子股票中，即使是被做空最多的股票也上涨了5.5%，导致空头不得不平仓来减轻损失。7月迄今，被做空最多的股票上涨了16%，使得该月成为空头自2021年1月以来表现最糟糕的一月。另外，彭博汇编的数据显示，罗素3000指数中被卖空的成分股中，排名前五分之一的股票价格平均上涨4.3%，而排名靠后的股票价格则上涨了3%。市场情绪大大提振隔夜美股的反弹受益于市场情绪得到大大提振。美联储7月加息预期眼下已经从此前的100基点落回至75基点，大型美股上市企业二季报并不算太差，欧洲能源危机出现也缓解的迹象，此前一直拖累股市的压力因素正在消退。此外，投资者情绪近期已经降至历史最低点，这也可能成为近期反弹的基础。美银7月对全球基金经理的月度调查显示，投资人对全球经济增长和企业获利的预期已经降至有记录以来最低，调查将这种情况描述为 “完全放弃抵抗”。调查显示，股票配置已经降至2008年全球金融危机时的水平，现金配置提高到6%以上，为20多年来最高，调查表明“投资人的悲观程度非常严重”。资产管理公司Socorro Asset Management LP首席投资官Mark Freeman表示，极端风险厌恶情绪可能是这种反弹的基础。下半年空头将遭到血洗？受到过去十年罕见的成功的鼓舞，空头在上半年飞速加大看跌押注。根据高盛统计的数据，在2022年的前六个月，对冲基金以九年多来最快的速度加码看跌押注。根据德意志银行汇编的商品期货交易委员会数据，截至上周，资产管理公司和杠杆基金的股票期货空头头寸创下了历史新高。然而，眼下突如其来的反弹意味着灾难即将降临。Freeman表示：“由于经理们预计会有额外的下行空间，因此持仓变得非常具有防御性。然而如果市场反弹，那么它们就有可能跑输大盘。”“空头正在遭受损失，他们没有足够的长期敞口来跟上，所以被迫买入（股票）。”目前，一些由计算机驱动的对冲基金已经加紧缩减“抛售将持续到明年夏天”的押注。根据野村控股跨资产策略师Charlie McElligott的估计，在过去一周，商品交易顾问购买了价值330亿美元的股票来回补空头仓位。空头已经在为未来的反弹做准备，然而现在的问题是，美股的反弹能持续多久？投资公司Jones Trading首席市场策略师Michael O'Rourke表示，由于标普500指数的估值接近长期平均水平，而美联储不太可能在短时间内暂停激进加息， 他不相信这种反弹能够持续下去。今年股市曾大幅反弹了三次，但随之而来的三次新低。O'Rourke说：“如果（股市）估值水平仍具吸引力，或经济衰退风险消散，或美联储政策转向，股市大幅上涨是可以理解的。但这些条件似乎都没有被满足。”“看起来主动型投资者一般都在场边观望，缺乏弹性的投资者和被动型投资者最终都在追逐大盘走势。”投资公司Susquehanna International Group衍生品策略联席主管Chris Murphy表示，随着通胀见顶的迹象不断出现，一些投资者可能会抢先在最终触底之前进入市场。“‘每个人’都减持股票，增持现金，‘每个人’都预计财报季会很糟糕，但‘每个人’都在等待财报结果然后开始买入股票。” “考虑到这一切，一些投资者可能在想‘为什么要等待？’”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364767839,"gmtCreate":1614875478321,"gmtModify":1703482459830,"author":{"id":"3577425279485640","authorId":"3577425279485640","name":"vickliang","avatar":"https://static.tigerbbs.com/f26904c37aeb2c8ec0d341dc793cac65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577425279485640","authorIdStr":"3577425279485640"},"themes":[],"htmlText":"还是那句话，搞这么大的动作来下跌，感觉是还没跌透没跌够，坑没挖够深，套现的资金还不够多，估值还不够笋不够安全，大资金应该是只收钱（买新基金）不开仓（封闭期你管的着吗）！zf意志是化解目前的金融风险，地产风险，等zf的金融地产紧风声过后吧！","listText":"还是那句话，搞这么大的动作来下跌，感觉是还没跌透没跌够，坑没挖够深，套现的资金还不够多，估值还不够笋不够安全，大资金应该是只收钱（买新基金）不开仓（封闭期你管的着吗）！zf意志是化解目前的金融风险，地产风险，等zf的金融地产紧风声过后吧！","text":"还是那句话，搞这么大的动作来下跌，感觉是还没跌透没跌够，坑没挖够深，套现的资金还不够多，估值还不够笋不够安全，大资金应该是只收钱（买新基金）不开仓（封闭期你管的着吗）！zf意志是化解目前的金融风险，地产风险，等zf的金融地产紧风声过后吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364767839","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}