CSNeo的个人主页 - 老虎社区

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2021-12-31

阿里巴巴出头天，要发财的请跟近

2021-12-30

$Grab Holdings(GRAB)$病了为什么不会涨

2021-12-29

$Regulus Therapeutics Inc(RGLS)$今晚注意仙人跳

2021-12-29

步步高升

Nikola盘前涨超5%，上周交付了其首辆电动卡车

2021-12-28

$Regulus Therapeutics Inc(RGLS)$能赚钱的好票

2021-12-27

步步高升

盘前：特斯拉、Nikola齐涨，新能源车又要爆发？

2021-12-27

贵人今晚oK吗？

减持京东背后：腾讯系投资策略在发生怎样的变化？

2021-12-25

大家继续努力。

2021-12-25

时间会证明一切。

2021-12-24

冷冷的圣诞节

2021-12-24

好眼力包赚

中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权

2021-12-24

发财的时机

2021-12-22

最近几天好难看准

2021-12-22

今天还是高涨

Atlantic Equities:将阿里巴巴(BABA.US)评级下调至中性,目标价从185美元下调至140美元

2021-12-22

加油

中国恒大：风险化解委员会正调动广泛资源，努力化解风险

2021-12-14

$Grab Holdings(GRAB)$注意买家进场

2021-12-13

$Surgalign Holdings, Inc.(SRGA)$今晚有的赚吃

2021-12-08

有一定的问题才会卖出

特斯拉两位高管同日合计抛售超4200股特斯拉股票

2021-12-07

破兩百也不神奇

芒格越跌越买+内部人事“变天”，阿里可以抄底了吗？

2021-12-07

又来这一套

哔哩哔哩被美国资本集团减持，涉资约2.26亿港元

去老虎APP查看更多动态

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Transportation Services交付了其首辆Tre电动卡车。</p>\n<p><img src=\"https://static.tigerbbs.com/890f998d295364e4425bd76e203d8eba\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f43998aa6f1598bb9e6a4744d9381afa","relate_stocks":{"NKLA":"Nikola Corporation"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108305992","content_text":"周一，Nikola盘前涨5.6%，上一交易日收涨近18%。消息面上，Nikola上周宣布向Total Transportation Services交付了其首辆Tre电动卡车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696217643,"gmtCreate":1640702346913,"gmtModify":1640702545347,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RGLS\">$Regulus Therapeutics Inc(RGLS)$</a>能赚钱的好票","listText":"<a href=\"https://laohu8.com/S/RGLS\">$Regulus Therapeutics Inc(RGLS)$</a>能赚钱的好票","text":"$Regulus Therapeutics Inc(RGLS)$能赚钱的好票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696217643","isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696973413,"gmtCreate":1640611382231,"gmtModify":1640611382231,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"步步高升","listText":"步步高升","text":"步步高升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696973413","repostId":"1187864891","repostType":4,"repost":{"id":"1187864891","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":1640608016,"share":"https://www.laohu8.com/m/news/1187864891?lang=&edition=full","pubTime":"2021-12-27 20:26","market":"us","language":"zh","title":"盘前：特斯拉、Nikola齐涨，新能源车又要爆发？","url":"https://stock-news.laohu8.com/highlight/detail?id=1187864891","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段小幅上涨。","content":"<p>12月27日（周一），美股三大指数期货在盘前时段小幅上涨。对Omicron的担忧抑制了涨幅。圣诞假期，由于病例激增，美国超过1700个航班被取消。分析人士认为，Omicron的事态发展将决定美联储的政策路径。</p>\n<p><img src=\"https://static.tigerbbs.com/c8f9c5de208bce9c35ebb34094b091ef\" tg-width=\"691\" tg-height=\"239\" referrerpolicy=\"no-referrer\"></p>\n<p><b>中概股盘前走势</b></p>\n<p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超2%，滴滴IPO锁定期于今日结束。此前Uber发言人表示，公司不打算在锁定期结束后立即卖出滴滴股票。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.74%。百度周一首次在其\"元宇宙\"——希壤举办大型科技峰会2021百度Create大会（AI开发者大会），这也是中国首场在“元宇宙”中召开的大会。</p>\n<p><a href=\"https://laohu8.com/S/REDU\">瑞思教育</a>涨12%，股东批准出售瑞思(天津)教育信息咨询有限公司。</p>\n<p><a href=\"https://laohu8.com/S/LIZI\">荔枝</a>一度大涨25%，现涨约3%，荔枝称与高合HiPhi就车载音响技术展开合作。</p>\n<p>造车新势力涨跌不一，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>微跌。</p>\n<p><b>重要美股盘前走势</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨1.4%，特斯拉CEO埃隆·马斯克发布微博称，“大量的特斯拉汽车将会在年底前交付。非常感谢各位客户对我们交付工作的支持。也同样感谢在假期中努力工作的特斯拉团队！”</p>\n<p><img src=\"https://static.tigerbbs.com/2d686485b45e41f167ba109aafa25489\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/NKLA\">Nikola</a>续涨3.5%，上周四，Nikola股价大涨17.98%。此前，该公司宣布向南加州的Total Transportation Services交付了其首辆Tre电动卡车。</p>\n<p><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>涨0.26%，以色列、韩国相继批准紧急使用辉瑞新冠口服药物Paxlovid。</p>\n<p><a href=\"https://laohu8.com/S/GFS\">格芯</a>盘前涨1.93%。格芯将在2022年至2025年间向AMD供应价值近21亿美元的芯片。</p>\n<p><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>跌0.35%，<a href=\"https://laohu8.com/S/SNE\">索尼</a>和迪斯尼联合制作的《蜘蛛侠：英雄无归》上映不到两周，全球票房已达10.5亿美元，成为2021年度全球票房冠军，也成为疫情期间第一部全球破10亿美元的影片。</p>\n<p>航空股集体下跌，美国圣诞周末取消逾1300个航班。<a href=\"https://laohu8.com/S/AAL\">美国航空</a>跌2.08%，美国联合航空跌2.85%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>跌2.04%，<a href=\"https://laohu8.com/S/LUV\">西南航空</a>跌1.48%，阿拉斯加航空跌1.83%。</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>微涨0.41%。Wedbush发布了2022年美股科技股前瞻性预测，该行分析师Dan Ives认为，美股近期出现的一些波动只不过是“阵痛的消化期”。Wedbush看好明年大型科技股业绩实现持续增长，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、微软公司 、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和其他大型科技股。</p>\n<p><b>大宗商品走势</b></p>\n<p>国际油价下跌。由于疫情影响，人们再度担心奥密克戎病毒变种可能会在新的一年减缓经济。</p>\n<p>截至发稿，WTI原油期货价格报72.78美元/桶，跌幅1.37%；布伦特原油期货价格报75.71美元/桶，跌幅0.11%。</p>\n<p><img src=\"https://static.tigerbbs.com/449ef953f9f9df2f344a05d9fef773ce\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>\n<p>国际金价窄幅震荡。有迹象表明奥米克戎变异毒株可能没有人们担心的那么严重，这仍然支撑了普遍积极的风险基调，并削弱黄金的避险属性。</p>\n<p>截至发稿，纽约市场黄金期货价格报1807.55美元/盎司，跌幅0.23%。</p>\n<p><img src=\"https://static.tigerbbs.com/4e56eecb94d6a4228779ca2f22e84043\" tg-width=\"800\" tg-height=\"531\" 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：特斯拉、Nikola齐涨，新能源车又要爆发？</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; 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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盘前：特斯拉、Nikola齐涨，新能源车又要爆发？\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\">2021-12-27 20:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月27日（周一），美股三大指数期货在盘前时段小幅上涨。对Omicron的担忧抑制了涨幅。圣诞假期，由于病例激增，美国超过1700个航班被取消。分析人士认为，Omicron的事态发展将决定美联储的政策路径。</p>\n<p><img src=\"https://static.tigerbbs.com/c8f9c5de208bce9c35ebb34094b091ef\" tg-width=\"691\" tg-height=\"239\" referrerpolicy=\"no-referrer\"></p>\n<p><b>中概股盘前走势</b></p>\n<p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超2%，滴滴IPO锁定期于今日结束。此前Uber发言人表示，公司不打算在锁定期结束后立即卖出滴滴股票。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.74%。百度周一首次在其\"元宇宙\"——希壤举办大型科技峰会2021百度Create大会（AI开发者大会），这也是中国首场在“元宇宙”中召开的大会。</p>\n<p><a href=\"https://laohu8.com/S/REDU\">瑞思教育</a>涨12%，股东批准出售瑞思(天津)教育信息咨询有限公司。</p>\n<p><a href=\"https://laohu8.com/S/LIZI\">荔枝</a>一度大涨25%，现涨约3%，荔枝称与高合HiPhi就车载音响技术展开合作。</p>\n<p>造车新势力涨跌不一，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>微跌。</p>\n<p><b>重要美股盘前走势</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨1.4%，特斯拉CEO埃隆·马斯克发布微博称，“大量的特斯拉汽车将会在年底前交付。非常感谢各位客户对我们交付工作的支持。也同样感谢在假期中努力工作的特斯拉团队！”</p>\n<p><img src=\"https://static.tigerbbs.com/2d686485b45e41f167ba109aafa25489\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/NKLA\">Nikola</a>续涨3.5%，上周四，Nikola股价大涨17.98%。此前，该公司宣布向南加州的Total Transportation Services交付了其首辆Tre电动卡车。</p>\n<p><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>涨0.26%，以色列、韩国相继批准紧急使用辉瑞新冠口服药物Paxlovid。</p>\n<p><a href=\"https://laohu8.com/S/GFS\">格芯</a>盘前涨1.93%。格芯将在2022年至2025年间向AMD供应价值近21亿美元的芯片。</p>\n<p><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>跌0.35%，<a href=\"https://laohu8.com/S/SNE\">索尼</a>和迪斯尼联合制作的《蜘蛛侠：英雄无归》上映不到两周，全球票房已达10.5亿美元，成为2021年度全球票房冠军，也成为疫情期间第一部全球破10亿美元的影片。</p>\n<p>航空股集体下跌，美国圣诞周末取消逾1300个航班。<a href=\"https://laohu8.com/S/AAL\">美国航空</a>跌2.08%，美国联合航空跌2.85%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>跌2.04%，<a href=\"https://laohu8.com/S/LUV\">西南航空</a>跌1.48%，阿拉斯加航空跌1.83%。</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>微涨0.41%。Wedbush发布了2022年美股科技股前瞻性预测，该行分析师Dan Ives认为，美股近期出现的一些波动只不过是“阵痛的消化期”。Wedbush看好明年大型科技股业绩实现持续增长，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、微软公司 、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和其他大型科技股。</p>\n<p><b>大宗商品走势</b></p>\n<p>国际油价下跌。由于疫情影响，人们再度担心奥密克戎病毒变种可能会在新的一年减缓经济。</p>\n<p>截至发稿，WTI原油期货价格报72.78美元/桶，跌幅1.37%；布伦特原油期货价格报75.71美元/桶，跌幅0.11%。</p>\n<p><img src=\"https://static.tigerbbs.com/449ef953f9f9df2f344a05d9fef773ce\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>\n<p>国际金价窄幅震荡。有迹象表明奥米克戎变异毒株可能没有人们担心的那么严重，这仍然支撑了普遍积极的风险基调，并削弱黄金的避险属性。</p>\n<p>截至发稿，纽约市场黄金期货价格报1807.55美元/盎司，跌幅0.23%。</p>\n<p><img src=\"https://static.tigerbbs.com/4e56eecb94d6a4228779ca2f22e84043\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187864891","content_text":"12月27日（周一），美股三大指数期货在盘前时段小幅上涨。对Omicron的担忧抑制了涨幅。圣诞假期，由于病例激增，美国超过1700个航班被取消。分析人士认为，Omicron的事态发展将决定美联储的政策路径。\n\n中概股盘前走势\n滴滴跌超2%，滴滴IPO锁定期于今日结束。此前Uber发言人表示，公司不打算在锁定期结束后立即卖出滴滴股票。\n百度跌0.74%。百度周一首次在其\"元宇宙\"——希壤举办大型科技峰会2021百度Create大会（AI开发者大会），这也是中国首场在“元宇宙”中召开的大会。\n瑞思教育涨12%，股东批准出售瑞思(天津)教育信息咨询有限公司。\n荔枝一度大涨25%，现涨约3%，荔枝称与高合HiPhi就车载音响技术展开合作。\n造车新势力涨跌不一，蔚来涨0.6%，小鹏汽车、理想汽车微跌。\n重要美股盘前走势\n特斯拉盘前涨1.4%，特斯拉CEO埃隆·马斯克发布微博称，“大量的特斯拉汽车将会在年底前交付。非常感谢各位客户对我们交付工作的支持。也同样感谢在假期中努力工作的特斯拉团队！”\n\nNikola续涨3.5%，上周四，Nikola股价大涨17.98%。此前，该公司宣布向南加州的Total Transportation Services交付了其首辆Tre电动卡车。\n辉瑞涨0.26%，以色列、韩国相继批准紧急使用辉瑞新冠口服药物Paxlovid。\n格芯盘前涨1.93%。格芯将在2022年至2025年间向AMD供应价值近21亿美元的芯片。\n迪士尼跌0.35%，索尼和迪斯尼联合制作的《蜘蛛侠：英雄无归》上映不到两周，全球票房已达10.5亿美元，成为2021年度全球票房冠军，也成为疫情期间第一部全球破10亿美元的影片。\n航空股集体下跌，美国圣诞周末取消逾1300个航班。美国航空跌2.08%，美国联合航空跌2.85%，达美航空跌2.04%，西南航空跌1.48%，阿拉斯加航空跌1.83%。\n苹果微涨0.41%。Wedbush发布了2022年美股科技股前瞻性预测，该行分析师Dan Ives认为，美股近期出现的一些波动只不过是“阵痛的消化期”。Wedbush看好明年大型科技股业绩实现持续增长，包括苹果、微软公司 、谷歌和其他大型科技股。\n大宗商品走势\n国际油价下跌。由于疫情影响，人们再度担心奥密克戎病毒变种可能会在新的一年减缓经济。\n截至发稿，WTI原油期货价格报72.78美元/桶，跌幅1.37%；布伦特原油期货价格报75.71美元/桶，跌幅0.11%。\n\n国际金价窄幅震荡。有迹象表明奥米克戎变异毒株可能没有人们担心的那么严重，这仍然支撑了普遍积极的风险基调，并削弱黄金的避险属性。\n截至发稿，纽约市场黄金期货价格报1807.55美元/盎司，跌幅0.23%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698789925,"gmtCreate":1640554556763,"gmtModify":1640554556763,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"贵人今晚oK吗？","listText":"贵人今晚oK吗？","text":"贵人今晚oK吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698789925","repostId":"2194179752","repostType":4,"repost":{"id":"2194179752","pubTimestamp":1640480800,"share":"https://www.laohu8.com/m/news/2194179752?lang=&edition=full","pubTime":"2021-12-26 09:06","market":"us","language":"zh","title":"减持京东背后：腾讯系投资策略在发生怎样的变化？","url":"https://stock-news.laohu8.com/highlight/detail?id=2194179752","media":"科创板日报","summary":"从月度投资数据来看，今年7月以后，腾讯已有减速之象。","content":"<p>在分红派发<a href=\"https://laohu8.com/S/JD\">京东</a>股票以后，<a href=\"https://laohu8.com/S/00700\">腾讯</a>再一次站在聚光灯下。对此次减持的原因，腾讯曾主动回应称，“投资发展期的成长型企业”一直是腾讯投资的战略方向。</p>\n<p>“当被投企业有持续自筹资金能力时，则选择在适当情况下退出投资，腾讯的‘长期投资’战略从未改变。”</p>\n<p>即便如此，关于腾讯减持的一切，依然被市场关心。</p>\n<p>12月24日，抄底腾讯的段永平，在“大道无形我有型”账号上表示，腾讯“派息式减持”京东，可以有效避开垄断嫌疑，相比直接售卖京东股票，最大限度地减轻了市场的影响……</p>\n<p>联系到今年防止资本无序扩张的大背景，不难发现，腾讯此番减持，或另有深意。</p>\n<p><b>腾讯的战投“雄心”？</b></p>\n<p>或许没有人想到，12月的最后几天，腾讯会减持掉自己的老朋友——京东。</p>\n<p>对这笔互相受益的投资，市场始终不厌其烦地述说着当年的种种。2014年3月，腾讯首次投资京东，将其原有电商业务并入京东；随后腾讯参与京东IPO认购，双方开展多层次合作。</p>\n<p>在腾讯重量级产品微信的引流下，8年间，京东成功从PC向移动互联网转型，业务品类持续扩张，GMV实现了超过10倍的增长。</p>\n<p>12月24日，京东美股市值超过千亿美金，港股市值也达到8114.28亿港元。与此同时，京东集团拆分出旗下多个业务，成功上市，也都成为单一独角兽。</p>\n<p>应对到腾讯的话，被投8年的京东，不管是自身还是孵化出的公司，都有了自筹资金的能力。这就好比，孩子长大了，始终要离开父母远行一样。</p>\n<p>随着腾讯的减持，市场也感叹：江湖中，再无腾讯系。遥想2017年的乌镇互联网大会，一个7000亿的饭局，参加饭局的大佬们占据了互联网的半壁江山。而马化腾，正是最中间的那个人。</p>\n<p>现在看来，减持已成定局。但腾讯的战投“雄心”，仍在继续。</p>\n<p>从2021年来看，腾讯战略投资达到105笔，相较于去年增长59%。对应到月份上，几乎每个月都有腾讯战投的动作。</p>\n<p>仅12月就有3笔战投，分别是12月20日4亿美金战投二手车交易平台Cars24；12月16日，战投留学在线缴费平台易思汇；12月7日 ，战投南非数字银行TymeBank。</p>\n<p>再往前看，比较惹人注意的投资，还有1月8日的小红书、9月26日的蘑菇车联、9月17日的新湃传媒的、以及8月25日的皮皮鲁等。</p>\n<p>一系列动作，表明腾讯似乎还是那个腾讯，“投资发展期的成长型企业”的决心不变。</p>\n<p><b>“变量”</b></p>\n<p>不过，从月度投资数据来看，今年7月以后，腾讯已有减速之象。</p>\n<p>具体来看，7月腾讯投资家数为30家，8月变为22家，9月为19家，10月为17家，11月为15家，12月目前为11家……可谓是逐月递减。</p>\n<p>反观2020年，投资节奏截然相反。2020年12月，腾讯投资井喷，达到35家，11月为20家。相反，7月只有13家。</p>\n<p>投资步伐的改变，不知是季节性原因，还是其他“变量”的影响。深度科技研究院院长张孝荣接受在接受《科创板日报》记者采访时认为，腾讯的企业投资规模庞大，在行业里首屈一指。</p>\n<p>“从腾讯过往的投资来看，其已把自身经营利润的很大一部分，用于战略投资。通过参股大量高成长性中小互联网企业，达到推动企业孵化成长的作用，自身也获得了较好的投资回报。”张孝荣说。</p>\n<p>值得一提是，在8月18日，腾讯发布全员信，称：再追加500亿元资金，启动“共同富裕专项计划”。</p>\n<p><b>第三季度投资收益亏损，说明了什么？</b></p>\n<p>战投仅是腾讯投资业务的一部分，还包括财务投资等。但就整个业务来看，做LP也是腾讯投资业务的另一条腿。</p>\n<p>12月25日，《科创板日报》记者查询发现，腾讯最新投了2家创投基金。其中，一家是苏州比邻星三期创业投资合伙企业（有限合伙），另一家则为苏州礼润股权投资中心（有限合伙）。</p>\n<p>这两家基金公司中，前者成立于2021年12月，注册资本25000万人民币。截至目前，该公司有87家对外投资企业，包括深圳市腾讯产业创投有限公司等。</p>\n<p>而后者苏州礼润股权，是<a href=\"https://laohu8.com/S/LLY\">礼来</a>亚洲的基金主体。礼来亚洲为一家专注于生命科学和医疗健康行业投资的投资机构。追溯发现，这并非腾讯第一次成为礼来亚洲的LP。2019年8月，腾讯也做了礼来亚洲四期人民币基金的LP。</p>\n<p>进一步细看，在创投市场中，腾讯已是诸多创投基金的LP。</p>\n<p>以今年为例，11月腾讯投资了苏州金沙江朝华四期创业投资合伙企业（有限合伙），10月对外投资了南京星纳赫源创业投资合伙企业（有限合伙），4月又投资了深圳市青松中小微企业发展投资合伙企业（有限合伙）……</p>\n<p>一个个GP背后，都关联着一位知名人士。具体来看，金沙江朝华四期创业的主体与朱啸虎有关，星纳赫源创业的主体与汪建国有关，青松中小微企业发展投资的主体，浮现青松基金创始合伙人刘晓松的身影。</p>\n<p>成为LP的腾讯，反映出其强大的朋友圈。</p>\n<p>投资业务如此强劲，第三季度财报却显示，腾讯第三季度亏损364亿。</p>\n<p>对此，一位研究过腾讯财报的财务人士指出，腾讯第三季度的投资亏损，源于在战略投资部分，财务报表是低估的，其中不仅低估了资产，还低估了收益。</p>\n<p>“与此同时，对于投资的上市企业，腾讯也尽量避免股价波动对业绩的影响，对应到公允价值上，也是没有充分体现的。”</p>\n<p>明明投资收益不俗，为何却要低估价值和收益，背后深意值得细思。</p>\n<p>但在评价腾讯过往的投资业务时，经济学者王赤坤对《科创板日报》记者表示，腾讯是典型的战略+流量投资，紧密围绕流量增量、流量变现和战略卡位等三条线做。</p>\n<p>“即，把自己现有的资源、流量、资金，战略导入到所投公司或项目，成人之美，这些被投生态链公司，在成长过程中向腾讯及生态链其他公司反哺资源、流量和资金，享人之美。”</p>\n<p>而深度科技研究院院长张孝荣也认为，腾讯投资的特点是身段比较“柔”。</p>\n<p>“腾讯基于自身优势资源，在顺应投资对象条件、最大程度达成合作后，不会过多干预投资对象发展，而是在企业需要时以自身资源进行帮扶。”</p>\n<p>即便如此，腾讯减持京东的前几天，《光明日报》再一次发文：要把握资本行为规律，防止资本无序扩张……与此同时，12月24日，关于扎实推动共同富裕，实实在在造福人民，又一次被重要媒体刊登报道。</p>","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减持京东背后：腾讯系投资策略在发生怎样的变化？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 09:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.chinastarmarket.cn/detail/902420><strong>科创板日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在分红派发京东股票以后，腾讯再一次站在聚光灯下。对此次减持的原因，腾讯曾主动回应称，“投资发展期的成长型企业”一直是腾讯投资的战略方向。\n“当被投企业有持续自筹资金能力时，则选择在适当情况下退出投资，腾讯的‘长期投资’战略从未改变。”\n即便如此，关于腾讯减持的一切，依然被市场关心。\n12月24日，抄底腾讯的段永平，在“大道无形我有型”账号上表示，腾讯“派息式减持”京东，可以有效避开垄断嫌疑，相比...</p>\n\n<a href=\"https://www.chinastarmarket.cn/detail/902420\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7355e3ce7f62dfebb7da8ef4acb0753b","relate_stocks":{"09618":"京东集团-SW","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1095":"互动媒体与服务","BK1586":"云计算","BK4504":"桥水持仓","BK1591":"就地过年概念","BK1517":"云办公","BK1502":"双十一","BK1608":"元宇宙概念","BK1531":"手游股","BK1589":"北水核心资产","BK4531":"中概回港概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4558":"双十一","BK4509":"腾讯概念","BK1526":"科网股","00700":"腾讯控股","BK4524":"宅经济概念","BK4077":"互动媒体与服务","BK4526":"热门中概股","JD":"京东","BK4503":"景林资产持仓","TCEHY":"腾讯控股ADR","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓"},"source_url":"https://www.chinastarmarket.cn/detail/902420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194179752","content_text":"在分红派发京东股票以后，腾讯再一次站在聚光灯下。对此次减持的原因，腾讯曾主动回应称，“投资发展期的成长型企业”一直是腾讯投资的战略方向。\n“当被投企业有持续自筹资金能力时，则选择在适当情况下退出投资，腾讯的‘长期投资’战略从未改变。”\n即便如此，关于腾讯减持的一切，依然被市场关心。\n12月24日，抄底腾讯的段永平，在“大道无形我有型”账号上表示，腾讯“派息式减持”京东，可以有效避开垄断嫌疑，相比直接售卖京东股票，最大限度地减轻了市场的影响……\n联系到今年防止资本无序扩张的大背景，不难发现，腾讯此番减持，或另有深意。\n腾讯的战投“雄心”？\n或许没有人想到，12月的最后几天，腾讯会减持掉自己的老朋友——京东。\n对这笔互相受益的投资，市场始终不厌其烦地述说着当年的种种。2014年3月，腾讯首次投资京东，将其原有电商业务并入京东；随后腾讯参与京东IPO认购，双方开展多层次合作。\n在腾讯重量级产品微信的引流下，8年间，京东成功从PC向移动互联网转型，业务品类持续扩张，GMV实现了超过10倍的增长。\n12月24日，京东美股市值超过千亿美金，港股市值也达到8114.28亿港元。与此同时，京东集团拆分出旗下多个业务，成功上市，也都成为单一独角兽。\n应对到腾讯的话，被投8年的京东，不管是自身还是孵化出的公司，都有了自筹资金的能力。这就好比，孩子长大了，始终要离开父母远行一样。\n随着腾讯的减持，市场也感叹：江湖中，再无腾讯系。遥想2017年的乌镇互联网大会，一个7000亿的饭局，参加饭局的大佬们占据了互联网的半壁江山。而马化腾，正是最中间的那个人。\n现在看来，减持已成定局。但腾讯的战投“雄心”，仍在继续。\n从2021年来看，腾讯战略投资达到105笔，相较于去年增长59%。对应到月份上，几乎每个月都有腾讯战投的动作。\n仅12月就有3笔战投，分别是12月20日4亿美金战投二手车交易平台Cars24；12月16日，战投留学在线缴费平台易思汇；12月7日 ，战投南非数字银行TymeBank。\n再往前看，比较惹人注意的投资，还有1月8日的小红书、9月26日的蘑菇车联、9月17日的新湃传媒的、以及8月25日的皮皮鲁等。\n一系列动作，表明腾讯似乎还是那个腾讯，“投资发展期的成长型企业”的决心不变。\n“变量”\n不过，从月度投资数据来看，今年7月以后，腾讯已有减速之象。\n具体来看，7月腾讯投资家数为30家，8月变为22家，9月为19家，10月为17家，11月为15家，12月目前为11家……可谓是逐月递减。\n反观2020年，投资节奏截然相反。2020年12月，腾讯投资井喷，达到35家，11月为20家。相反，7月只有13家。\n投资步伐的改变，不知是季节性原因，还是其他“变量”的影响。深度科技研究院院长张孝荣接受在接受《科创板日报》记者采访时认为，腾讯的企业投资规模庞大，在行业里首屈一指。\n“从腾讯过往的投资来看，其已把自身经营利润的很大一部分，用于战略投资。通过参股大量高成长性中小互联网企业，达到推动企业孵化成长的作用，自身也获得了较好的投资回报。”张孝荣说。\n值得一提是，在8月18日，腾讯发布全员信，称：再追加500亿元资金，启动“共同富裕专项计划”。\n第三季度投资收益亏损，说明了什么？\n战投仅是腾讯投资业务的一部分，还包括财务投资等。但就整个业务来看，做LP也是腾讯投资业务的另一条腿。\n12月25日，《科创板日报》记者查询发现，腾讯最新投了2家创投基金。其中，一家是苏州比邻星三期创业投资合伙企业（有限合伙），另一家则为苏州礼润股权投资中心（有限合伙）。\n这两家基金公司中，前者成立于2021年12月，注册资本25000万人民币。截至目前，该公司有87家对外投资企业，包括深圳市腾讯产业创投有限公司等。\n而后者苏州礼润股权，是礼来亚洲的基金主体。礼来亚洲为一家专注于生命科学和医疗健康行业投资的投资机构。追溯发现，这并非腾讯第一次成为礼来亚洲的LP。2019年8月，腾讯也做了礼来亚洲四期人民币基金的LP。\n进一步细看，在创投市场中，腾讯已是诸多创投基金的LP。\n以今年为例，11月腾讯投资了苏州金沙江朝华四期创业投资合伙企业（有限合伙），10月对外投资了南京星纳赫源创业投资合伙企业（有限合伙），4月又投资了深圳市青松中小微企业发展投资合伙企业（有限合伙）……\n一个个GP背后，都关联着一位知名人士。具体来看，金沙江朝华四期创业的主体与朱啸虎有关，星纳赫源创业的主体与汪建国有关，青松中小微企业发展投资的主体，浮现青松基金创始合伙人刘晓松的身影。\n成为LP的腾讯，反映出其强大的朋友圈。\n投资业务如此强劲，第三季度财报却显示，腾讯第三季度亏损364亿。\n对此，一位研究过腾讯财报的财务人士指出，腾讯第三季度的投资亏损，源于在战略投资部分，财务报表是低估的，其中不仅低估了资产，还低估了收益。\n“与此同时，对于投资的上市企业，腾讯也尽量避免股价波动对业绩的影响，对应到公允价值上，也是没有充分体现的。”\n明明投资收益不俗，为何却要低估价值和收益，背后深意值得细思。\n但在评价腾讯过往的投资业务时，经济学者王赤坤对《科创板日报》记者表示，腾讯是典型的战略+流量投资，紧密围绕流量增量、流量变现和战略卡位等三条线做。\n“即，把自己现有的资源、流量、资金，战略导入到所投公司或项目，成人之美，这些被投生态链公司，在成长过程中向腾讯及生态链其他公司反哺资源、流量和资金，享人之美。”\n而深度科技研究院院长张孝荣也认为，腾讯投资的特点是身段比较“柔”。\n“腾讯基于自身优势资源，在顺应投资对象条件、最大程度达成合作后，不会过多干预投资对象发展，而是在企业需要时以自身资源进行帮扶。”\n即便如此，腾讯减持京东的前几天，《光明日报》再一次发文：要把握资本行为规律，防止资本无序扩张……与此同时，12月24日，关于扎实推动共同富裕，实实在在造福人民，又一次被重要媒体刊登报道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698539281,"gmtCreate":1640440307055,"gmtModify":1640440308097,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大家继续努力。","listText":"大家继续努力。","text":"大家继续努力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698539281","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698539856,"gmtCreate":1640440195783,"gmtModify":1640440195889,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"时间会 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18:32","market":"hk","language":"zh","title":"中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1192901665","media":"华尔街见闻","summary":"增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元。","content":"<p><a href=\"https://laohu8.com/S/01359\">中国信达</a>资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。</p>\n<p><img src=\"https://static.tigerbbs.com/4d373141e7cc06ec11eed3e97100fb1b\" tg-width=\"741\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>、 <a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a>、舜宇光学 、博冠科技及渝富资本。</p>\n<p><img src=\"https://static.tigerbbs.com/68804f81f406a1132c3d644484e464c3\" tg-width=\"598\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达表示，在消费需求增长、监管体系日趋完善的背景下，消费金融产业规模持续扩大，金融科技运用使得技术驱动金融创新。通过参与增资事项，公司可以与业内最为领先的消费金融服务提供者建立紧密的合作关系，并在客户共用、金融科技、金融全产业链服务等方面取长补短、互利共赢。</p>\n<p>公开资料显示，重庆蚂蚁消费金融有限公司于2021年6月成立，现有注册资本为人民币80亿元。主营业务为发放个人消费贷款，接受股东境内子公司及境内股东的存款，向境内金融机构借款，经批准发行金融债券，境内同业拆借，与消费金融相关的谘询、代理业务，代理销售与消费贷款相关的保险产品，固定收益类证券投资业务等。</p>","source":"highlight_wallstreetcn","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>中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权</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中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 18:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648133><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648133\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51a4f5e0237319310c04b3cf46eaec1","relate_stocks":{"01359":"中国信达"},"source_url":"https://wallstreetcn.com/articles/3648133","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1192901665","content_text":"中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括蚂蚁集团、 鱼跃医疗、舜宇光学 、博冠科技及渝富资本。\n\n中国信达表示，在消费需求增长、监管体系日趋完善的背景下，消费金融产业规模持续扩大，金融科技运用使得技术驱动金融创新。通过参与增资事项，公司可以与业内最为领先的消费金融服务提供者建立紧密的合作关系，并在客户共用、金融科技、金融全产业链服务等方面取长补短、互利共赢。\n公开资料显示，重庆蚂蚁消费金融有限公司于2021年6月成立，现有注册资本为人民币80亿元。主营业务为发放个人消费贷款，接受股东境内子公司及境内股东的存款，向境内金融机构借款，经批准发行金融债券，境内同业拆借，与消费金融相关的谘询、代理业务，代理销售与消费贷款相关的保险产品，固定收益类证券投资业务等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698314704,"gmtCreate":1640304747329,"gmtModify":1640305062356,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"发财的时机","listText":"发财的时机","text":"发财的时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698314704","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691841129,"gmtCreate":1640173767595,"gmtModify":1640173792103,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最近几天好难看准","listText":"最近几天好难看准","text":"最近几天好难看准","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691841129","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691843600,"gmtCreate":1640173670216,"gmtModify":1640173670347,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天还是高涨","listText":"今天还是高涨","text":"今天还是高涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691843600","repostId":"2193819150","repostType":2,"repost":{"id":"2193819150","pubTimestamp":1640082070,"share":"https://www.laohu8.com/m/news/2193819150?lang=&edition=full","pubTime":"2021-12-21 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c28e649f77b29ba00053b3c4d8ec72b","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112211824347a18e304&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2193819150","content_text":"Atlantic 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"source_url":"https://wallstreetcn.com/livenews/2099628","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1185397146","content_text":"中国恒大港交所公告，针对本集团目前面临的风险，中国恒大集团风险化解委员会正调动广泛资源，并将积极与债权人保持沟通，努力化解集团风险，维护各方合法权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607974211,"gmtCreate":1639482932433,"gmtModify":1639482932527,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>注意买家进场","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>注意买家进场","text":"$Grab Holdings(GRAB)$注意买家进场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607974211","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604209048,"gmtCreate":1639396556919,"gmtModify":1639396557076,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRGA\">$Surgalign Holdings, Inc.(SRGA)$</a>今晚有的赚吃","listText":"<a href=\"https://laohu8.com/S/SRGA\">$Surgalign Holdings, Inc.(SRGA)$</a>今晚有的赚吃","text":"$Surgalign Holdings, Inc.(SRGA)$今晚有的赚吃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604209048","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602908123,"gmtCreate":1638951232055,"gmtModify":1638951232144,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有一定的问题才会卖出","listText":"有一定的问题才会卖出","text":"有一定的问题才会卖出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602908123","repostId":"1136067510","repostType":4,"repost":{"id":"1136067510","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":1638929944,"share":"https://www.laohu8.com/m/news/1136067510?lang=&edition=full","pubTime":"2021-12-08 10:19","market":"us","language":"zh","title":"特斯拉两位高管同日合计抛售超4200股特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1136067510","media":"老虎资讯综合","summary":"12月8日，据美国证券交易委员会文件，特斯拉首席会计官Vaibhav Taneja在12月5日以0美元的价格行权了3283股特斯拉股票期权，同时在12月6日以980.408美元的价格卖出了1590.5","content":"<p>12月8日，据美国证券交易委员会文件，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席会计官Vaibhav Taneja在12月5日以0美元的价格行权了3283股特斯拉股票期权，同时在12月6日以980.408美元的价格卖出了1590.5股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/033176f773f69febc6c6acbc537ba55c\" tg-width=\"1869\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>据美国证券交易委员会文件，特斯拉首席财务官Zachary Kirkhorn在12月5日以0美元的价格行权了5624股特斯拉股票期权，同时在12月6日以980.43美元的价格卖出了2652.25股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/91df076bf873a97efe979a73649693b5\" tg-width=\"1872\" tg-height=\"597\" 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>特斯拉两位高管同日合计抛售超4200股特斯拉股票</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特斯拉两位高管同日合计抛售超4200股特斯拉股票\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\">2021-12-08 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月8日，据美国证券交易委员会文件，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席会计官Vaibhav Taneja在12月5日以0美元的价格行权了3283股特斯拉股票期权，同时在12月6日以980.408美元的价格卖出了1590.5股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/033176f773f69febc6c6acbc537ba55c\" tg-width=\"1869\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>据美国证券交易委员会文件，特斯拉首席财务官Zachary Kirkhorn在12月5日以0美元的价格行权了5624股特斯拉股票期权，同时在12月6日以980.43美元的价格卖出了2652.25股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/91df076bf873a97efe979a73649693b5\" tg-width=\"1872\" tg-height=\"597\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dadac519bb6258dbafe32faf8a03d89","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4548":"巴美列捷福持仓","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136067510","content_text":"12月8日，据美国证券交易委员会文件，特斯拉首席会计官Vaibhav Taneja在12月5日以0美元的价格行权了3283股特斯拉股票期权，同时在12月6日以980.408美元的价格卖出了1590.5股特斯拉股票。\n\n据美国证券交易委员会文件，特斯拉首席财务官Zachary Kirkhorn在12月5日以0美元的价格行权了5624股特斯拉股票期权，同时在12月6日以980.43美元的价格卖出了2652.25股特斯拉股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606287501,"gmtCreate":1638886011661,"gmtModify":1638886011719,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"破兩百也不神奇","listText":"破兩百也不神奇","text":"破兩百也不神奇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606287501","repostId":"2189502679","repostType":4,"repost":{"id":"2189502679","pubTimestamp":1638854408,"share":"https://www.laohu8.com/m/news/2189502679?lang=&edition=full","pubTime":"2021-12-07 13:20","market":"hk","language":"zh","title":"芒格越跌越买+内部人事“变天”，阿里可以抄底了吗？ ","url":"https://stock-news.laohu8.com/highlight/detail?id=2189502679","media":"经济观察报","summary":"阿里巴巴的核心零售业务被切分为二，并由戴珊和蒋凡各主内外。","content":"<div>\n<p>周二，港股科技股集体大反弹。阿里巴巴劲升逾12%，创上市以来最大涨幅。\n年初以来，阿里巴巴美股股价遭遇腰斩。不过，截止9月底，巴菲特金牌搭档芒格旗下的Daily Journal Corp通过美国存托凭证(ADR)累计持有阿里巴巴30.2万股，也就是说，芒格在三季度加仓阿里巴巴13.7万股，加仓幅度高达83%。此外，全球最大对冲基金桥水公布2021年三季度持仓，相关文件显示，三季度桥水基金增持阿里...</p>\n\n<a href=\"http://www.eeo.com.cn/2021/1206/513948.shtml\">Web Link</a>\n\n</div>\n","source":"lsy1571105321979","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>芒格越跌越买+内部人事“变天”，阿里可以抄底了吗？ </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芒格越跌越买+内部人事“变天”，阿里可以抄底了吗？ \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 13:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.eeo.com.cn/2021/1206/513948.shtml><strong>经济观察报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，港股科技股集体大反弹。阿里巴巴劲升逾12%，创上市以来最大涨幅。\n年初以来，阿里巴巴美股股价遭遇腰斩。不过，截止9月底，巴菲特金牌搭档芒格旗下的Daily Journal Corp通过美国存托凭证(ADR)累计持有阿里巴巴30.2万股，也就是说，芒格在三季度加仓阿里巴巴13.7万股，加仓幅度高达83%。此外，全球最大对冲基金桥水公布2021年三季度持仓，相关文件显示，三季度桥水基金增持阿里...</p>\n\n<a href=\"http://www.eeo.com.cn/2021/1206/513948.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/07e4f94f903089c29075a4b6e3f19c47","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"http://www.eeo.com.cn/2021/1206/513948.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189502679","content_text":"周二，港股科技股集体大反弹。阿里巴巴劲升逾12%，创上市以来最大涨幅。\n年初以来，阿里巴巴美股股价遭遇腰斩。不过，截止9月底，巴菲特金牌搭档芒格旗下的Daily Journal Corp通过美国存托凭证(ADR)累计持有阿里巴巴30.2万股，也就是说，芒格在三季度加仓阿里巴巴13.7万股，加仓幅度高达83%。此外，全球最大对冲基金桥水公布2021年三季度持仓，相关文件显示，三季度桥水基金增持阿里187.12万股。\n\n更重要的是，阿里本身的变化。\n与往常任何一个星期一无异，在杭州西溪园区阿里巴巴集团总部上班的陈征（化名），还没坐到工位上，就刷到了公司新一轮组织架构调整的消息。\n过去近一年时间里，阿里巴巴展开过数次组织架构升级和人事变动调整，陈征多是对信息快速浏览，然后“事不关己，高高挂起”。\n但这次不一样了。作为淘宝直播业务侧的一名员工，陈征看到“主管的主管的主管”蒋凡不再是大淘系的统帅。\n其实，近年来每每双十一年尾大促结束后不久，阿里巴巴便会进行组织架构调整，今年如期而至。这是由阿里巴巴董事会主席兼CEO张勇发出的一封内部信，其中宣布包括大淘宝（淘宝、天猫、阿里妈妈）、B2C零售事业群、淘菜菜、淘特和1688等在内的业务，构成“中国数字商业”板块，并由阿里巴巴集团原B2B业务线负责人戴珊，作为集团总裁分管。\n而同为集团总裁的蒋凡则分管，由全球速卖通和国际贸易（ICBU）两个海外业务，及Lazada等面向海外市场的多家子公司，共同形成的“海外数字商业”板块。\n由于蒋凡身处此轮人事高管“洗牌”中，并因被调离其“根据地”大淘系，而引发外界关注。究竟上述人事管理职权变动背后，阿里巴巴作何考量？\n看到阿里巴巴的核心零售业务被切分为二，并由戴珊和蒋凡各主内外。深度科技研究院院长张孝荣认为，“将国内和海外业务分立，意在努力打破增长天花板，显示了两边‘下注’的思路。”他表示，一边是巩固根据地，抵御国内竞争；一边是海外拓展寻找新机遇。\n戴珊将主内\n如今陈征所在的大淘宝业务，隶属于“中国数字商业”板块。“中国业务属于阿里的权力核心。”张孝荣如是说到，调整过后，作为创始人序列的戴珊，成为执掌阿里核心业务的女统帅。\n从公开资料看，戴珊（花名苏荃）作为阿里巴巴的第11号员工，也是集团早期创始人“十八罗汉”之一。她曾担任阿里巴巴和淘宝网的人力资源资深副总裁，此外还先后担任过集团首席人才官和首席客户服务官。\n自2017年起，戴珊被任命为阿里巴巴集团B2B事业群业务总裁，且从今年3月起，担任阿里社区电商事业群总裁。\n魏池（化名）自加入阿里巴巴就一直在B系业务线工作，在他眼里，老板“年轻有能力，没什么架子”，为了随时解决问题，还经常和下属们一起办公，“她的办公室成了我们的会议室”。\n对于这次调整后，戴珊抓起的核心业务，魏池觉得关键在于，“阿里业务交叉太多，需要有深资历、懂电商的高层统一管理才能优势互补。”\n微观板块所囊括的业务，除了淘宝、天猫这样原本To C的业务，魏池告诉记者，“淘特本就是在1688基础上诞生的。”尽管淘宝特价版最初的设想是To C，但他透露，1688直接供货淘特，是一条完整供应链，并且淘特业务部总经理汪海过去也是向蒋凡、戴珊进行双实线汇报，如今调整过后，淘特单线汇报给戴珊，也是顺其自然。\n戴珊过去统管的“B系”业务中，“1688代表的批发业务占比虽低，但市场地位一直稳固。”一位不愿具名的券商分析师说，像1688至今在市场上没有竞争对手，他认为批发业务和零售业务存在小部分客群需求上的重叠，组织调整后的戴珊，能把更多精力投入到国内零售业务中，“有选择性地引入到零售平台，也许能创造出新的增量。”\n蒋凡“奔”海外\n在去年与网红张大奕的绯闻事件爆出后，原本是阿里巴巴合伙人中最年轻的蒋凡，也成为了最早被除名的那个，此后鲜少现身在大淘系的外部活动中。此轮调整，其业务重点走向海外，被张孝荣解读为，是阿里给其一个戴罪立功的机会。\n行业观察人士孟奇也有相同观点。他看到，截至今年10月，我国进出口总额达4.89万亿美元，不仅同比增长31.9%，规模还超过了去年全年。正是这样的疫情防控常态化大背景下，海外制造业成本大幅上扬，跨境业务反而迎来较大机遇。他认为，此时阿里做出调整，将蒋凡从大淘系调离，抓起海外业务，也给这位“少帅”一个机会去创造未来可能。\n不过，对于外界讨论的此次调整是对蒋凡的一次“明升暗降”，上述券商分析师不认同，他在接受记者采访时表示，尽管与腾讯、字节跳动、京东、拼多多等相比，阿里的海外业务相对强势，可一旦与自身的国内业务相比，“海外业务是绝对弱势。”此番将蒋凡调任统管海外核心零售业务，能体现出阿里在国际化战略布局上进一步发力。\n一位阿里内部人士在与记者对话时也认为，“蒋凡最大的成绩其实是为阿里带来了流量和用户的双增长。”特别是为阿里摸索出了一条实现增长的路径——直播，“没人能否认这一点。”\n曾经张勇曾盛赞蒋凡“推动了淘宝走向数据驱动，实现千人千面”，而今在内部信中，他也对蒋凡在大淘宝七年时间作总结，“为淘宝的无线化、个性化和内容化发展做出了重要的贡献”，而即将到来的2022年及未来，蒋凡将为阿里在海外市场谋得更多发展。\n职业投资人程宇也注意到海外电商业务正在蓬勃兴起，他觉得，阿里在这一时点上做出调整，由蒋凡将代表阿里加强海外业务，既符合国际化这一阿里未来战略之一的重点方向，“对阿里的未来收入增长会是一个支撑”。\n张孝荣并不质疑蒋凡的业务能力，毕竟是曾经扛起淘宝、天猫两面大旗的阿里高管，但不足是缺乏全球化经验和海外实践。“能否啃下全球化这块硬骨头？”他认为这个问题仍待阿里和蒋凡亲自求解。\n巨头在承压\n核心零售作为阿里巴巴的支柱性业务，不仅要巩固国内市场，也要在全球电商发展的机遇期，展开国际市场的开拓。对于阿里巴巴进行的组织架构调整，程宇认为正当时，“针对目前出现的营收和业务上的问题，作出的阶段性调整。”\n实际上，在阿里巴巴2022财年第二季度财报发出后，程宇就明显感受到了阿里的核心业务环境“似乎进入到了一定的瓶颈期”。从数据指标看，阿里的销售和市场费用高速增长，并未带来收入和毛利润率的增长。\n就市场和推广费用趋高，阿里解释称，为淘特、淘宝、Lazada及饿了么等在内的移动商业APP进行用户获取及提升其参与度。对此，程宇个人的理解是，阿里在努力扩张其在移动电商领域的份额，但结果显然没那么理想。\n不仅是阿里自身的收入增速和毛利润率持续下滑，市场投入加大无法提振其经营利润率，程宇从国家统计局调取了近三年“实物商品网上零售额”的数据，他看到，今年二、 三季度的增速呈断崖式下跌。显然，阿里背后“整个中国电商行业市场的动力下降”，他还判断，这种动力下滑并非短期现象，而是一个长期趋势。\n对于阿里当前的现实，上述券商分析师表示，“依然是核心业务向其他业务输血的状态。”他认为阿里组织架构调整背后，有海外业务先发优势强、增速高的考量，再配套国内更早更完善的布局，以期在内需和全球化上做到“齐头并进”。\n针对调整，张勇在信中提出了“多元化治理”会成为集团全新的组织战略，毫无疑问，这意味着阿里巴巴自2015年提出的“中台战略”终结。\n6年前，阿里为了提升整体服务效率，对底层的支撑逻辑和战略加以规划，推出了“大中台”，不仅引导了外界各个互联网科技企业的效仿，也确实为自身带来了增长。\n尽管得益于“中台战略”，阿里的B系服务营收翻番，但孟奇也称，提升运营效率初衷虽好，可阿里实践后更像是做成了“大锅饭”，早在2020年末，其官方很少提及这一战略。\n确实，今年以来，张勇更多强调，“内需、全球化和云计算是阿里巴巴的三大战略。”并且在此目标下，阿里聚焦多业务引擎驱动，以谋求未来增长。其实在张勇提到的“多元化”治理基础上，阿里内部愈发强调“敏捷组织”。\n此前便有消息称张勇放权管理，将内部数十个事业群进行划分，实行业务板块总裁“经营责任制”。而今来看，中国数字商业和海外数字商业两大板块已有统管总裁，另外便是张建锋统管下的云与科技板块，以及俞永福分管的本地服务板块。\n在国内互联网科技公司集体“过冬”的当下，降本增效自然是各企业首当其冲的应对方法论，这在阿里也不例外，“不必过多解读”。孟奇的理解是，从过去履带式的业务架构及大中台、小前台的组织模式，到如今多元化业务，敏捷式的组织，都是阿里对组织的阶段性优化调整，这背后“张勇放权是一个前置条件”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606625251,"gmtCreate":1638874998295,"gmtModify":1638874998295,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又来这一套","listText":"又来这一套","text":"又来这一套","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606625251","repostId":"1128793451","repostType":4,"repost":{"id":"1128793451","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":1638874005,"share":"https://www.laohu8.com/m/news/1128793451?lang=&edition=full","pubTime":"2021-12-07 18:46","market":"us","language":"zh","title":"哔哩哔哩被美国资本集团减持，涉资约2.26亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1128793451","media":"老虎资讯综合","summary":"港交所权益资料显示，哔哩哔哩被美国资本集团于12月3日在场内以每股平均价450.467港元减持50.19万股，涉资约2.26亿港元。减持后，美国资本集团的最新持股数目为1471.06万股，持股比例由5","content":"<p>港交所权益资料显示，哔哩哔哩被美国资本集团于12月3日在场内以每股平均价450.467港元减持50.19万股，涉资约2.26亿港元。减持后，美国资本集团的最新持股数目为1471.06万股，持股比例由5.01%减持至4.84%。</p>\n<p><img src=\"https://static.tigerbbs.com/a85e0979b39ec18cf8b777e0b468caef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></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>哔哩哔哩被美国资本集团减持，涉资约2.26亿港元</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哔哩哔哩被美国资本集团减持，涉资约2.26亿港元\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\">2021-12-07 18:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港交所权益资料显示，哔哩哔哩被美国资本集团于12月3日在场内以每股平均价450.467港元减持50.19万股，涉资约2.26亿港元。减持后，美国资本集团的最新持股数目为1471.06万股，持股比例由5.01%减持至4.84%。</p>\n<p><img src=\"https://static.tigerbbs.com/a85e0979b39ec18cf8b777e0b468caef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/959e12dad805ef7134e41190825f878a","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128793451","content_text":"港交所权益资料显示，哔哩哔哩被美国资本集团于12月3日在场内以每股平均价450.467港元减持50.19万股，涉资约2.26亿港元。减持后，美国资本集团的最新持股数目为1471.06万股，持股比例由5.01%减持至4.84%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":861309555,"gmtCreate":1632453138877,"gmtModify":1632722073695,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings 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18:32","market":"hk","language":"zh","title":"中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1192901665","media":"华尔街见闻","summary":"增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元。","content":"<p><a href=\"https://laohu8.com/S/01359\">中国信达</a>资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。</p>\n<p><img src=\"https://static.tigerbbs.com/4d373141e7cc06ec11eed3e97100fb1b\" tg-width=\"741\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>、 <a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a>、舜宇光学 、博冠科技及渝富资本。</p>\n<p><img src=\"https://static.tigerbbs.com/68804f81f406a1132c3d644484e464c3\" tg-width=\"598\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达表示，在消费需求增长、监管体系日趋完善的背景下，消费金融产业规模持续扩大，金融科技运用使得技术驱动金融创新。通过参与增资事项，公司可以与业内最为领先的消费金融服务提供者建立紧密的合作关系，并在客户共用、金融科技、金融全产业链服务等方面取长补短、互利共赢。</p>\n<p>公开资料显示，重庆蚂蚁消费金融有限公司于2021年6月成立，现有注册资本为人民币80亿元。主营业务为发放个人消费贷款，接受股东境内子公司及境内股东的存款，向境内金融机构借款，经批准发行金融债券，境内同业拆借，与消费金融相关的谘询、代理业务，代理销售与消费贷款相关的保险产品，固定收益类证券投资业务等。</p>","source":"highlight_wallstreetcn","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>中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 18:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648133><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648133\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51a4f5e0237319310c04b3cf46eaec1","relate_stocks":{"01359":"中国信达"},"source_url":"https://wallstreetcn.com/articles/3648133","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1192901665","content_text":"中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括蚂蚁集团、 鱼跃医疗、舜宇光学 、博冠科技及渝富资本。\n\n中国信达表示，在消费需求增长、监管体系日趋完善的背景下，消费金融产业规模持续扩大，金融科技运用使得技术驱动金融创新。通过参与增资事项，公司可以与业内最为领先的消费金融服务提供者建立紧密的合作关系，并在客户共用、金融科技、金融全产业链服务等方面取长补短、互利共赢。\n公开资料显示，重庆蚂蚁消费金融有限公司于2021年6月成立，现有注册资本为人民币80亿元。主营业务为发放个人消费贷款，接受股东境内子公司及境内股东的存款，向境内金融机构借款，经批准发行金融债券，境内同业拆借，与消费金融相关的谘询、代理业务，代理销售与消费贷款相关的保险产品，固定收益类证券投资业务等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691857010,"gmtCreate":1640172532554,"gmtModify":1640173294456,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://static.tigerbbs.com/432e17aab8b3e4e9477a564d758b6da7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691857010","repostId":"1185397146","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}