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Bsssg
2021-06-25
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Bsssg
2021-06-21
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新基金发行双创ETF当道,冯明远升任副总后首次登场
Bsssg
2021-06-19
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Bsssg
2021-06-16
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Bsssg
2021-12-16
aa
@Buy_Sell:🔥【12月16日】暗示明年加息3次,美股上演V型反转,今天买点啥?
Bsssg
2021-11-12
$Sundial Growers Inc.(SNDL)$
我不入地狱 谁入地狱 买买买
Bsssg
2021-06-24
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Bsssg
2021-06-21
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Bsssg
2021-06-17
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中金招行建行等7家中资机构成为滴滴IPO承销商
Bsssg
2021-04-29
买买买过过任务
去老虎APP查看更多动态
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港股市场 12月16日讯,港股三大指数低开,恒指跌0.57%,国指跌0.86%,恒生科技指数跌0.9%。 盘面上,大型科技股继续走弱,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 等多数下跌,燃气股集体低开,中国燃气,华润燃气均下跌;互联网医疗股、汽车股、餐饮股、地产股纷纷走低,<a target=\"_blank\" href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a> 跌超3%;昨日重挫的生物医药类股多数反弹,<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 高开逾1%,昨日大跌超19%,煤炭股个别走高,兖州煤业高开5.59%,重型机械刚、保险股普涨。 两只新股上市双双破发,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月16日讯,港股三大指数低开,恒指跌0.57%,国指跌0.86%,恒生科技指数跌0.9%。 盘面上,大型科技股继续走弱,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 等多数下跌,燃气股集体低开,中国燃气,华润燃气均下跌;互联网医疗股、汽车股、餐饮股、地产股纷纷走低,<a target=\"_blank\" href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a> 跌超3%;昨日重挫的生物医药类股多数反弹,<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 高开逾1%,昨日大跌超19%,煤炭股个别走高,兖州煤业高开5.59%,重型机械刚、保险股普涨。 两只新股上市双双破发,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月16日讯,港股三大指数低开,恒指跌0.57%,国指跌0.86%,恒生科技指数跌0.9%。 盘面上,大型科技股继续走弱,$京东集团-SW(09618)$ 跌超3%,$美团-W(03690)$ 、$阿里巴巴-SW(09988)$ 跌超1%,$腾讯控股(00700)$ 、$小米集团-W(01810)$ 等多数下跌,燃气股集体低开,中国燃气,华润燃气均下跌;互联网医疗股、汽车股、餐饮股、地产股纷纷走低,$平安好医生(01833)$ 跌超3%;昨日重挫的生物医药类股多数反弹,$药明生物(02269)$ 高开逾1%,昨日大跌超19%,煤炭股个别走高,兖州煤业高开5.59%,重型机械刚、保险股普涨。 两只新股上市双双破发,","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690965447","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879650071,"gmtCreate":1636720772862,"gmtModify":1636720772862,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>我不入地狱 谁入地狱 买买买","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>我不入地狱 谁入地狱 买买买","text":"$Sundial Growers Inc.(SNDL)$我不入地狱 谁入地狱 买买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879650071","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125035638,"gmtCreate":1624636194724,"gmtModify":1633950206268,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125035638","repostId":"2146026823","repostType":4,"repost":{"id":"2146026823","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1624589527,"share":"https://www.laohu8.com/m/news/2146026823?lang=&edition=full","pubTime":"2021-06-25 10:52","market":"sh","language":"zh","title":"全球风向标新高不断,下半年大类资产谁更胜一筹?","url":"https://stock-news.laohu8.com/highlight/detail?id=2146026823","media":"Wind万得","summary":"周四,美国初请失业金人数超预期并未吓倒投资者,美股三大指数高开高走全线收涨,风向标纳指再度创下收盘纪录新高。\n美国总统拜登当地时间6月24日宣布,他已经与两党参议员达成了基础设施协议。拜登称,双方都做","content":"<p>周四,美国初请失业金人数超预期并未吓倒投资者,美股三大指数高开高走全线收涨,风向标纳指再度创下收盘纪录新高。</p>\n<p>美国总统拜登当地时间6月24日宣布,他已经与两党参议员达成了基础设施协议。拜登称,双方都做出了妥协,希望达成一项罕见的协议。</p>\n<p><b>截至收盘,欧美股市集体收涨,纳指和标普500指数刷新历史新高。道指涨0.95%,标普500指数涨0.58%,纳指涨0.69%。</b><a href=\"https://laohu8.com/S/BA\">波音</a>涨近3%,<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.6%,<a href=\"https://laohu8.com/S/GS\">高盛</a>涨2.1%,纷纷领涨道指。钢铁、基建板块走强。<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨超3%。欧股集体收涨,德国DAX指数涨0.86%。</p>\n<p><b>今年以来全球风险资产齐涨</b></p>\n<p>今年以来,全球宽松周期下,超高储蓄率向消费与投资转化,带来经济复苏和通胀压力。风险资产估值提升,全球主要股指、大宗商品价格均出现上涨。<b>上半年主要资产表现排序为:商品>股票>债券。</b></p>\n<p><img src=\"https://static.tigerbbs.com/73c03b7a51e449079415a4e448e46219\" tg-width=\"715\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"> </p>\n<p><b>下半年哪些大类资产可配置?</b></p>\n<p>展望今年下半年,投资者无疑更为关注大类资产中谁能表现更胜一筹。</p>\n<p>对此,银河证券分析认为,从泰勒规则看美联储“缩表+加息”,缩表条件已经满足,加息或早于市场预期。<b>下半年大概率进入缩减QE引导期和加息预期上行期</b>。</p>\n<p>银河证券表示,金融体系流动性过剩,货币供需极度失衡,流动性边际收紧预期难以真正撼动市场,存量仍将主导资产表现。</p>\n<p><b>美债:</b>长债利率虽然有上行压力,但短端利率维持低位,抑制上行空间,期限利差窄幅震荡。</p>\n<p><b>美元指数:</b>货币延续宽松,美元延续弱势。</p>\n<p><b>权益市场:</b>边际收紧预期扰动市场情绪,但美长债利率上行空间受限,股市风险偏好不会受根本影响,基本面决定股市表现。</p>\n<p><b>中国长债利率:</b>延续窄幅震荡格局。全球流动性宽松外溢+新经济结构,利率上有顶。基本面保持韧性,弱美元&通胀亦构成国内长债一定上行压力,利率下有底。</p>\n<p><b>中国股市:</b>在货币环境和经济基本面环境都相对稳定的环境下,亦难出现趋势性机会,但中国新经济结构背景下,不乏结构性机会。</p>\n<p><b>经济复苏逻辑:</b>下半年属于美通胀高位并叠加欧、美经济延续修复,制造业补库存,本次通胀周期仍未结束,拐点尚需等待。</p>\n<p><img src=\"https://static.tigerbbs.com/97325e54e7024624a72ae734d21790e0\" tg-width=\"1061\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>建议下半年配置以“周期错位”为主线:维持超配海外资产,分享经济复苏成果;<b>提前布局中国资产,抓住疫后成长新机会。</b></p>\n<p>从中国市场的角度,<b><a href=\"https://laohu8.com/S/03908\">中金公司</a>对下半年大类资产的排序为海外>债券>商品>股票>黄金。</b>具体配置建议如下:</p>\n<p>1、标配中国股票资产,短期谨慎,长期乐观,轻指数、重结构、偏成长;<b>中国股票资产中相对看多港股;</b></p>\n<p>2、超配海外风险资产,待政策退出预期更明确,<b>美股下半年波动可能加大,择机减配,维持超配欧洲;</b></p>\n<p>3、相机增配利率债,维持低配信用债;</p>\n<p>4、<b>标配商品</b>,商品之中相对看好石油与工业金属,<b>看空黄金</b>。</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>全球风向标新高不断,下半年大类资产谁更胜一筹?</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全球风向标新高不断,下半年大类资产谁更胜一筹?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-25 10:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四,美国初请失业金人数超预期并未吓倒投资者,美股三大指数高开高走全线收涨,风向标纳指再度创下收盘纪录新高。</p>\n<p>美国总统拜登当地时间6月24日宣布,他已经与两党参议员达成了基础设施协议。拜登称,双方都做出了妥协,希望达成一项罕见的协议。</p>\n<p><b>截至收盘,欧美股市集体收涨,纳指和标普500指数刷新历史新高。道指涨0.95%,标普500指数涨0.58%,纳指涨0.69%。</b><a href=\"https://laohu8.com/S/BA\">波音</a>涨近3%,<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨2.6%,<a href=\"https://laohu8.com/S/GS\">高盛</a>涨2.1%,纷纷领涨道指。钢铁、基建板块走强。<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨超3%。欧股集体收涨,德国DAX指数涨0.86%。</p>\n<p><b>今年以来全球风险资产齐涨</b></p>\n<p>今年以来,全球宽松周期下,超高储蓄率向消费与投资转化,带来经济复苏和通胀压力。风险资产估值提升,全球主要股指、大宗商品价格均出现上涨。<b>上半年主要资产表现排序为:商品>股票>债券。</b></p>\n<p><img src=\"https://static.tigerbbs.com/73c03b7a51e449079415a4e448e46219\" tg-width=\"715\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"> </p>\n<p><b>下半年哪些大类资产可配置?</b></p>\n<p>展望今年下半年,投资者无疑更为关注大类资产中谁能表现更胜一筹。</p>\n<p>对此,银河证券分析认为,从泰勒规则看美联储“缩表+加息”,缩表条件已经满足,加息或早于市场预期。<b>下半年大概率进入缩减QE引导期和加息预期上行期</b>。</p>\n<p>银河证券表示,金融体系流动性过剩,货币供需极度失衡,流动性边际收紧预期难以真正撼动市场,存量仍将主导资产表现。</p>\n<p><b>美债:</b>长债利率虽然有上行压力,但短端利率维持低位,抑制上行空间,期限利差窄幅震荡。</p>\n<p><b>美元指数:</b>货币延续宽松,美元延续弱势。</p>\n<p><b>权益市场:</b>边际收紧预期扰动市场情绪,但美长债利率上行空间受限,股市风险偏好不会受根本影响,基本面决定股市表现。</p>\n<p><b>中国长债利率:</b>延续窄幅震荡格局。全球流动性宽松外溢+新经济结构,利率上有顶。基本面保持韧性,弱美元&通胀亦构成国内长债一定上行压力,利率下有底。</p>\n<p><b>中国股市:</b>在货币环境和经济基本面环境都相对稳定的环境下,亦难出现趋势性机会,但中国新经济结构背景下,不乏结构性机会。</p>\n<p><b>经济复苏逻辑:</b>下半年属于美通胀高位并叠加欧、美经济延续修复,制造业补库存,本次通胀周期仍未结束,拐点尚需等待。</p>\n<p><img src=\"https://static.tigerbbs.com/97325e54e7024624a72ae734d21790e0\" tg-width=\"1061\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>建议下半年配置以“周期错位”为主线:维持超配海外资产,分享经济复苏成果;<b>提前布局中国资产,抓住疫后成长新机会。</b></p>\n<p>从中国市场的角度,<b><a href=\"https://laohu8.com/S/03908\">中金公司</a>对下半年大类资产的排序为海外>债券>商品>股票>黄金。</b>具体配置建议如下:</p>\n<p>1、标配中国股票资产,短期谨慎,长期乐观,轻指数、重结构、偏成长;<b>中国股票资产中相对看多港股;</b></p>\n<p>2、超配海外风险资产,待政策退出预期更明确,<b>美股下半年波动可能加大,择机减配,维持超配欧洲;</b></p>\n<p>3、相机增配利率债,维持低配信用债;</p>\n<p>4、<b>标配商品</b>,商品之中相对看好石油与工业金属,<b>看空黄金</b>。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","OEX":"标普100","DDM":"道指两倍做多ETF","SH":"标普500反向ETF",".SPX":"S&P 500 Index","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146026823","content_text":"周四,美国初请失业金人数超预期并未吓倒投资者,美股三大指数高开高走全线收涨,风向标纳指再度创下收盘纪录新高。\n美国总统拜登当地时间6月24日宣布,他已经与两党参议员达成了基础设施协议。拜登称,双方都做出了妥协,希望达成一项罕见的协议。\n截至收盘,欧美股市集体收涨,纳指和标普500指数刷新历史新高。道指涨0.95%,标普500指数涨0.58%,纳指涨0.69%。波音涨近3%,卡特彼勒涨2.6%,高盛涨2.1%,纷纷领涨道指。钢铁、基建板块走强。美国钢铁涨超3%。欧股集体收涨,德国DAX指数涨0.86%。\n今年以来全球风险资产齐涨\n今年以来,全球宽松周期下,超高储蓄率向消费与投资转化,带来经济复苏和通胀压力。风险资产估值提升,全球主要股指、大宗商品价格均出现上涨。上半年主要资产表现排序为:商品>股票>债券。\n \n下半年哪些大类资产可配置?\n展望今年下半年,投资者无疑更为关注大类资产中谁能表现更胜一筹。\n对此,银河证券分析认为,从泰勒规则看美联储“缩表+加息”,缩表条件已经满足,加息或早于市场预期。下半年大概率进入缩减QE引导期和加息预期上行期。\n银河证券表示,金融体系流动性过剩,货币供需极度失衡,流动性边际收紧预期难以真正撼动市场,存量仍将主导资产表现。\n美债:长债利率虽然有上行压力,但短端利率维持低位,抑制上行空间,期限利差窄幅震荡。\n美元指数:货币延续宽松,美元延续弱势。\n权益市场:边际收紧预期扰动市场情绪,但美长债利率上行空间受限,股市风险偏好不会受根本影响,基本面决定股市表现。\n中国长债利率:延续窄幅震荡格局。全球流动性宽松外溢+新经济结构,利率上有顶。基本面保持韧性,弱美元&通胀亦构成国内长债一定上行压力,利率下有底。\n中国股市:在货币环境和经济基本面环境都相对稳定的环境下,亦难出现趋势性机会,但中国新经济结构背景下,不乏结构性机会。\n经济复苏逻辑:下半年属于美通胀高位并叠加欧、美经济延续修复,制造业补库存,本次通胀周期仍未结束,拐点尚需等待。\n\n中金公司建议下半年配置以“周期错位”为主线:维持超配海外资产,分享经济复苏成果;提前布局中国资产,抓住疫后成长新机会。\n从中国市场的角度,中金公司对下半年大类资产的排序为海外>债券>商品>股票>黄金。具体配置建议如下:\n1、标配中国股票资产,短期谨慎,长期乐观,轻指数、重结构、偏成长;中国股票资产中相对看多港股;\n2、超配海外风险资产,待政策退出预期更明确,美股下半年波动可能加大,择机减配,维持超配欧洲;\n3、相机增配利率债,维持低配信用债;\n4、标配商品,商品之中相对看好石油与工业金属,看空黄金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126334037,"gmtCreate":1624544136129,"gmtModify":1634004602416,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126334037","repostId":"1180116198","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164799827,"gmtCreate":1624235490869,"gmtModify":1634009214658,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164799827","repostId":"2145702444","repostType":4,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164790726,"gmtCreate":1624235477065,"gmtModify":1634009215274,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164790726","repostId":"2145702444","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162108234,"gmtCreate":1624038076028,"gmtModify":1634023669562,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162108234","repostId":"1135978865","repostType":4,"repost":{"id":"1135978865","kind":"news","pubTimestamp":1624029875,"share":"https://www.laohu8.com/m/news/1135978865?lang=&edition=full","pubTime":"2021-06-18 23:24","market":"us","language":"zh","title":"A股失败后,网红酒店亚朵赴美IPO!","url":"https://stock-news.laohu8.com/highlight/detail?id=1135978865","media":"ipo观察","summary":"近日,有网红酒店之称亚朵向美国证券交易委员会(SEC)递交了上市招股书,亚朵计划在纳斯达克上市,股票代码拟为“ATAT”。事实上,亚朵曾分别于2019年、2020年发起上市辅导,拟登录A股,但最后均无","content":"<p>近日,有网红酒店之称亚朵向美国证券交易委员会(SEC)递交了上市招股书,亚朵计划在纳斯达克上市,股票代码拟为“ATAT”。事实上,亚朵曾分别于2019年、2020年发起上市辅导,拟登录A股,但最后均无后续进展,A股上市计划终止以后,亚朵酒店如今正式向美股发起了冲刺。</p>\n<p>亚朵成立于2013年,招股书中其定位为“中国领先的生活方式品牌”,旗下品牌覆盖从中档到<a href=\"https://laohu8.com/S/DLX\">豪华</a>酒店的全业务链条,具体包括:高品质人文酒店品牌“亚朵酒店”、高端商旅酒店品牌“亚朵S酒店”、专注年轻商旅的酒店品牌“轻居”、高品质非标品牌“亚朵X酒店”、豪华生活方式品牌“A.T.HOUSE”,以及Z世代生活方式品牌“ZHOTEL”。</p>\n<p>公开资料显示,亚朵本是中国云南省西部一个风景如画的小村庄,2012 年王海军曾到该处旅行感念其宁静祥和的氛围而后恋恋不忘。2013年,王海军开设了第一家酒店,并以亚朵村命名。<b>王海军是酒店行业专家,曾为汉庭酒店(中国第二大及全球第九大的酒店集团<a href=\"https://laohu8.com/S/HTHT\">华住</a>集团前身)的创始人之一,2012年从华住离职。</b></p>\n<p>天眼查信息显示,2015年-2017年,亚朵酒店先后进行过三轮融资,投资方包括君联资本、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>荣誉合伙人陆兆禧、去哪儿、德晖资本等。</p>\n<p>截至今年6月,亚朵创始人兼董事长王海军持股亚朵大约31.3%,赴美IPO后还将对公司董事会成员选举拥有过半的投票权。携程持股亚朵大约14.8%。除此之外,君联资本持股30.4%,携程通过子公司持股14.8%。</p>\n<p>截至2021年3月31日,亚朵酒店覆盖了中国131个城市,旗下共有608家酒店,客房数量超过7.1万间,其中包括575家管理加盟酒店,约6.63万间客房。此外还有299家筹建酒店,客房数量约为3.28万间。</p>\n<p><img src=\"https://static.tigerbbs.com/5191787eb2424f648ea9140c2da9639d\" tg-width=\"375\" tg-height=\"93\" referrerpolicy=\"no-referrer\"></p>\n<p><b>亚朵被视为酒店业“新经济”的代表,有“新住宿经济第一股”的称号。</b>靠吸引年轻人注意力而出圈,借助红人经济、社交平台有效缩短品牌启动周期,迅速爆量。一些城市的亚朵精品店,甚至被小红书、点评们视为网红景点,亚朵“IP酒店”成了名副其实的网红酒店。</p>\n<p>目前亚朵已经分别和<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐、虎扑、连锁书店Owspace成功打造了三个系列的主题酒店——音乐酒店、篮球酒店和文学酒店,截至 2021 年 3 月 31 日,三大主题酒店分别有440 间、378 间、194间客房。2020年,亚朵主题酒店的客单价达到469.1元,较同区域可比亚朵酒店的平均每日房价(ADR)高出15.4%,并已初步显现可复制性。</p>\n<p>同时,亚朵也更擅长数字化运营和私域流量,截至2021年3月末,亚朵注册会员累超2500万,2015年至2020年的复合年增长率为79.6%,其中30岁以下注册会员的复合年增长率为113.2%。2020年,亚朵44.7% 的晚房出售给了亚朵会员,会员复购率(即同一年中第二次预定房间)达到48.7。同时,基于会员制度、自有App和小程序,亚朵2020年通过OTA平台的客房预订占比仅为19.9%,渠道依赖相对较低。截至 2021 年 3 月 31 日,亚朵手机应用累计下载量约930万,亚朵微信/微信小程序累计用户约200万。</p>\n<p><b>1、酒店+零售</b></p>\n<p>招股书显示,2019年亚朵实现净收入15.67亿元,亚朵2020年的净收入与2019年基本持平,同样达到了15.67亿元。而2019年和2020年归属于本公司的净利润也分别达到了6496万元和4205.1万元。</p>\n<p>亚朵的收入主要来自加盟酒店、自营酒店以及零售业务三大部分。</p>\n<p>亚朵的亚朵大部分酒店加盟模式为主,占比超过90%,加盟模式为管理加盟(Manachised Hotel),由酒店集团派驻管理人员,盈利来自加盟费,加盟店收入主要靠一次性加盟费用及持续加盟费(一般按照营收的百分比提取),成本主要有人工及后台支持成本(营销费用、行政费用的分摊以及管理人工费用),是一种轻资产运营方式。</p>\n<p>2019年、2020年加盟酒店业务贡献收入分别为8.4亿元、9.26亿元,占总收入比例为56%、58%,入住率分别为72.3%、66.9%,RevPAR分别为313元、268元。</p>\n<p><img src=\"https://static.tigerbbs.com/13a3245efda9ac96b09db7fddc947db9\" tg-width=\"403\" tg-height=\"169\" referrerpolicy=\"no-referrer\"></p>\n<p>自营业务方面,亚朵酒店的经营物业主要来自于租赁,亚朵酒店承担租金以及运营费用,承担了绝大部分的经营性风险。自营的盈利模式为经营酒店,主要的营收为房费、会务费以及其他服务性收入。主要的成本为装修、租金、人工及耗材。2019年、2020年加盟酒店业务贡献收入分别为6.1亿元、4.96亿元,占总收入比例为39%、31.6%,自营酒店业务的入住率分别为83.0%、68.6%, RevPAR分别为463元、339元。</p>\n<p>零售业务方面,招股书显示,据 Frost & Sullivan 称,亚朵是中国第一家开发基于场景的零售业务的连锁酒店,与制造商密切合作以提供高品质的产品,将产品渗透到酒店的各个空间,使每间客房都变身一个购物目的地,盘活酒店的空间。</p>\n<p>随着酒店多元业态融合发展,住宿已不再是单一功能,而向多功能发展,把酒店公共空间变成购物和体验的场景,已经逐步成为现实,零售业酒店屡见不鲜。</p>\n<p>截至2021年3月末,亚朵共拥有1136个SKU,其中75.2%为自有品牌产品,大致可分为“亚朵星球”(αTOUR PLANET)、“萨和”(SAVHE)和Z2GO&CO三大产品线,涵盖睡眠相关产品、个人护理以及旅行必需品等品类。</p>\n<p>2019年和2020年零售业务产生的GMV分别为人民币8,280万元和1.072亿元,同比增长29.5%,截至3月31日止三个月达到人民币3,260万元。</p>\n<p>招股书披露,亚朵加盟商的投资回收期一般在酒店开业后的3-5年,是中国中高端连锁酒店中最快的速度之一。且加盟商亦对亚朵较为认可,疫情期间也表现出较高粘性,2020年亚朵旗下31.8%的加盟商选择再次加盟。由此而言,亚朵未来扩张的基础条件较为良好。</p>\n<p><b>2、疫情下的酒店业</b></p>\n<p>2020年疫情给酒店行业带来的巨大考验,为了进行疫情管控和旅行禁令,许多城市进行严格封锁,酒店行业承受了客流大幅减少带来的巨大压力。具体体而言,亚朵约 177.7 万间客房无法使用,占 2020 年全年可用客房总数的 8.6%。</p>\n<p>2020年在疫情的影响下,入住率降到67.1%(不含被征用酒店,下同),RevPAR为275.1元,同比下降了16.5%,2020年净利润3782万元,同比下降了37.8%。其中,第一季度入住率跌到只有37.2%,RevPAR只有145.4元,净亏损7608万元。不过随着国内经济迅速恢复,2020年第二季度亚朵酒店入住率已经恢复到67.1%,RevPAR只有241.3元,第三季度达到77.9% ,RevPAR只有332.6元,基本恢复到正常水平。</p>\n<p>到2021年第一季度,亚朵酒店业绩实现了较显著的回升,入住率已恢复到60%,同比增长了近23个百分点,RevPAR则恢复到238.1元,同比增长超过六成。今年4-5月份持续增长,入住率保持在80%左右的水平。</p>\n<p>在后疫情时代,酒店行业的复苏是必然的,然而机遇与挑战并存,外部的竞争不可小觑, 根据AirDNA的一项研究,短租房源抵御疫情的能力要优于酒店。这一点在资本市场上的估值也有所体现,Airbnb现在的市值达到921亿美元,比两大连锁酒店巨头万豪(466亿美元)和希尔顿(353亿美元)的市值加起来还要高。</p>\n<p>由于疫情的影响,社会大众对于酒店业有了新的认知,作为酒店新经济的代表亚朵能否在新的社会情势下打开新的局面,重获资本市场认可,还需拭目以待。</p>","source":"lsy1569409646518","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>A股失败后,网红酒店亚朵赴美IPO!</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\">\nA股失败后,网红酒店亚朵赴美IPO!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:24 北京时间 <a href=https://mp.weixin.qq.com/s/KMEZ315TmADWACzsFj5KtA><strong>ipo观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,有网红酒店之称亚朵向美国证券交易委员会(SEC)递交了上市招股书,亚朵计划在纳斯达克上市,股票代码拟为“ATAT”。事实上,亚朵曾分别于2019年、2020年发起上市辅导,拟登录A股,但最后均无后续进展,A股上市计划终止以后,亚朵酒店如今正式向美股发起了冲刺。\n亚朵成立于2013年,招股书中其定位为“中国领先的生活方式品牌”,旗下品牌覆盖从中档到豪华酒店的全业务链条,具体包括:高品质人文酒店...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KMEZ315TmADWACzsFj5KtA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6f705c5d7b0643bec1da214c6704c70","relate_stocks":{"ATAT":"亚朵"},"source_url":"https://mp.weixin.qq.com/s/KMEZ315TmADWACzsFj5KtA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135978865","content_text":"近日,有网红酒店之称亚朵向美国证券交易委员会(SEC)递交了上市招股书,亚朵计划在纳斯达克上市,股票代码拟为“ATAT”。事实上,亚朵曾分别于2019年、2020年发起上市辅导,拟登录A股,但最后均无后续进展,A股上市计划终止以后,亚朵酒店如今正式向美股发起了冲刺。\n亚朵成立于2013年,招股书中其定位为“中国领先的生活方式品牌”,旗下品牌覆盖从中档到豪华酒店的全业务链条,具体包括:高品质人文酒店品牌“亚朵酒店”、高端商旅酒店品牌“亚朵S酒店”、专注年轻商旅的酒店品牌“轻居”、高品质非标品牌“亚朵X酒店”、豪华生活方式品牌“A.T.HOUSE”,以及Z世代生活方式品牌“ZHOTEL”。\n公开资料显示,亚朵本是中国云南省西部一个风景如画的小村庄,2012 年王海军曾到该处旅行感念其宁静祥和的氛围而后恋恋不忘。2013年,王海军开设了第一家酒店,并以亚朵村命名。王海军是酒店行业专家,曾为汉庭酒店(中国第二大及全球第九大的酒店集团华住集团前身)的创始人之一,2012年从华住离职。\n天眼查信息显示,2015年-2017年,亚朵酒店先后进行过三轮融资,投资方包括君联资本、阿里巴巴荣誉合伙人陆兆禧、去哪儿、德晖资本等。\n截至今年6月,亚朵创始人兼董事长王海军持股亚朵大约31.3%,赴美IPO后还将对公司董事会成员选举拥有过半的投票权。携程持股亚朵大约14.8%。除此之外,君联资本持股30.4%,携程通过子公司持股14.8%。\n截至2021年3月31日,亚朵酒店覆盖了中国131个城市,旗下共有608家酒店,客房数量超过7.1万间,其中包括575家管理加盟酒店,约6.63万间客房。此外还有299家筹建酒店,客房数量约为3.28万间。\n\n亚朵被视为酒店业“新经济”的代表,有“新住宿经济第一股”的称号。靠吸引年轻人注意力而出圈,借助红人经济、社交平台有效缩短品牌启动周期,迅速爆量。一些城市的亚朵精品店,甚至被小红书、点评们视为网红景点,亚朵“IP酒店”成了名副其实的网红酒店。\n目前亚朵已经分别和网易云音乐、虎扑、连锁书店Owspace成功打造了三个系列的主题酒店——音乐酒店、篮球酒店和文学酒店,截至 2021 年 3 月 31 日,三大主题酒店分别有440 间、378 间、194间客房。2020年,亚朵主题酒店的客单价达到469.1元,较同区域可比亚朵酒店的平均每日房价(ADR)高出15.4%,并已初步显现可复制性。\n同时,亚朵也更擅长数字化运营和私域流量,截至2021年3月末,亚朵注册会员累超2500万,2015年至2020年的复合年增长率为79.6%,其中30岁以下注册会员的复合年增长率为113.2%。2020年,亚朵44.7% 的晚房出售给了亚朵会员,会员复购率(即同一年中第二次预定房间)达到48.7。同时,基于会员制度、自有App和小程序,亚朵2020年通过OTA平台的客房预订占比仅为19.9%,渠道依赖相对较低。截至 2021 年 3 月 31 日,亚朵手机应用累计下载量约930万,亚朵微信/微信小程序累计用户约200万。\n1、酒店+零售\n招股书显示,2019年亚朵实现净收入15.67亿元,亚朵2020年的净收入与2019年基本持平,同样达到了15.67亿元。而2019年和2020年归属于本公司的净利润也分别达到了6496万元和4205.1万元。\n亚朵的收入主要来自加盟酒店、自营酒店以及零售业务三大部分。\n亚朵的亚朵大部分酒店加盟模式为主,占比超过90%,加盟模式为管理加盟(Manachised Hotel),由酒店集团派驻管理人员,盈利来自加盟费,加盟店收入主要靠一次性加盟费用及持续加盟费(一般按照营收的百分比提取),成本主要有人工及后台支持成本(营销费用、行政费用的分摊以及管理人工费用),是一种轻资产运营方式。\n2019年、2020年加盟酒店业务贡献收入分别为8.4亿元、9.26亿元,占总收入比例为56%、58%,入住率分别为72.3%、66.9%,RevPAR分别为313元、268元。\n\n自营业务方面,亚朵酒店的经营物业主要来自于租赁,亚朵酒店承担租金以及运营费用,承担了绝大部分的经营性风险。自营的盈利模式为经营酒店,主要的营收为房费、会务费以及其他服务性收入。主要的成本为装修、租金、人工及耗材。2019年、2020年加盟酒店业务贡献收入分别为6.1亿元、4.96亿元,占总收入比例为39%、31.6%,自营酒店业务的入住率分别为83.0%、68.6%, RevPAR分别为463元、339元。\n零售业务方面,招股书显示,据 Frost & Sullivan 称,亚朵是中国第一家开发基于场景的零售业务的连锁酒店,与制造商密切合作以提供高品质的产品,将产品渗透到酒店的各个空间,使每间客房都变身一个购物目的地,盘活酒店的空间。\n随着酒店多元业态融合发展,住宿已不再是单一功能,而向多功能发展,把酒店公共空间变成购物和体验的场景,已经逐步成为现实,零售业酒店屡见不鲜。\n截至2021年3月末,亚朵共拥有1136个SKU,其中75.2%为自有品牌产品,大致可分为“亚朵星球”(αTOUR PLANET)、“萨和”(SAVHE)和Z2GO&CO三大产品线,涵盖睡眠相关产品、个人护理以及旅行必需品等品类。\n2019年和2020年零售业务产生的GMV分别为人民币8,280万元和1.072亿元,同比增长29.5%,截至3月31日止三个月达到人民币3,260万元。\n招股书披露,亚朵加盟商的投资回收期一般在酒店开业后的3-5年,是中国中高端连锁酒店中最快的速度之一。且加盟商亦对亚朵较为认可,疫情期间也表现出较高粘性,2020年亚朵旗下31.8%的加盟商选择再次加盟。由此而言,亚朵未来扩张的基础条件较为良好。\n2、疫情下的酒店业\n2020年疫情给酒店行业带来的巨大考验,为了进行疫情管控和旅行禁令,许多城市进行严格封锁,酒店行业承受了客流大幅减少带来的巨大压力。具体体而言,亚朵约 177.7 万间客房无法使用,占 2020 年全年可用客房总数的 8.6%。\n2020年在疫情的影响下,入住率降到67.1%(不含被征用酒店,下同),RevPAR为275.1元,同比下降了16.5%,2020年净利润3782万元,同比下降了37.8%。其中,第一季度入住率跌到只有37.2%,RevPAR只有145.4元,净亏损7608万元。不过随着国内经济迅速恢复,2020年第二季度亚朵酒店入住率已经恢复到67.1%,RevPAR只有241.3元,第三季度达到77.9% ,RevPAR只有332.6元,基本恢复到正常水平。\n到2021年第一季度,亚朵酒店业绩实现了较显著的回升,入住率已恢复到60%,同比增长了近23个百分点,RevPAR则恢复到238.1元,同比增长超过六成。今年4-5月份持续增长,入住率保持在80%左右的水平。\n在后疫情时代,酒店行业的复苏是必然的,然而机遇与挑战并存,外部的竞争不可小觑, 根据AirDNA的一项研究,短租房源抵御疫情的能力要优于酒店。这一点在资本市场上的估值也有所体现,Airbnb现在的市值达到921亿美元,比两大连锁酒店巨头万豪(466亿美元)和希尔顿(353亿美元)的市值加起来还要高。\n由于疫情的影响,社会大众对于酒店业有了新的认知,作为酒店新经济的代表亚朵能否在新的社会情势下打开新的局面,重获资本市场认可,还需拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161529386,"gmtCreate":1623935696945,"gmtModify":1634025675833,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161529386","repostId":"1168192376","repostType":4,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169263572,"gmtCreate":1623838251496,"gmtModify":1634027323067,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169263572","repostId":"1159413534","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109619524,"gmtCreate":1619689718069,"gmtModify":1634210706005,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"买买买过过任务","listText":"买买买过过任务","text":"买买买过过任务","images":[{"img":"https://static.tigerbbs.com/b4ad320eda405a3e35578c109eb38c5b","width":"1440","height":"2706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109619524","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":125035638,"gmtCreate":1624636194724,"gmtModify":1633950206268,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125035638","repostId":"2146026823","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164790726,"gmtCreate":1624235477065,"gmtModify":1634009215274,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164790726","repostId":"2145702444","repostType":4,"repost":{"id":"2145702444","kind":"highlight","pubTimestamp":1624234530,"share":"https://www.laohu8.com/m/news/2145702444?lang=&edition=full","pubTime":"2021-06-21 08:15","market":"sh","language":"zh","title":"新基金发行双创ETF当道,冯明远升任副总后首次登场","url":"https://stock-news.laohu8.com/highlight/detail?id=2145702444","media":"华尔街见闻","summary":"科技领域或迎来大量资金","content":"<p>进入6月以来,新基发行市场已在明显回暖。Wind数据显示,6月刚过半,本月已有115只新基金成立,发行规模已超1200亿。</p>\n<p>而下周又将有49只新基金登场,除了刚刚晋升副总的冯明远再度“上新”。颇受市场关注的首批双创ETF也将在下周登场。</p>\n<p>有趣的是,不管是以“科技猎手”著称的冯明远,还是重点投资科技领域的双创ETF,两者的重心或许都在于科技赛道。</p>\n<h2><b>49只新基金鱼贯登场</b></h2>\n<p>Wind统计数据显示,下周(6月21日至6月25日)有49只新基金即将发行。</p>\n<p>从基金类型来看,将有21只ETF基金登场,成为下周新基发行市场的“主角”。此外,还有13只主动权益基金,和12只偏债和纯债基金登场。</p>\n<p>从发行时间来看,下周一(6月21日)将会是近段时间来,新基发行“撞车”最严重的一天,预计将有39只基金同步“上新”。包括6只双创ETF,和信达澳银“明星”基金经理冯明远新产品,都将“同场竞技”。</p>\n<p>▼下周新基金发行情况</p>\n<p><img src=\"https://static.tigerbbs.com/a43edbbd28786796eea1ed5240b0a941\" tg-width=\"1016\" tg-height=\"911\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/9cc0411c20d2ca3c24ca585371681a05\" tg-width=\"1014\" tg-height=\"1023\" referrerpolicy=\"no-referrer\"><b>冯明远“升高管”后首只产品</b></p>\n<p>在下周新发基金的基金经理中,信达澳银的冯明远或许是最受市场关注的一位。</p>\n<p>公开资料显示,冯明远曾任平安证券综合研究所研究员,2014年加入信达澳银基金,历任行业研究员、基金经理助理、基金经理、权益投资总部副总监、联席投资总监。</p>\n<p>2017年,在大蓝筹普涨、中小票表现低迷,特别是TMT板块的表现并不算好的市场情况下,冯明远管理的信达澳银新能源逆势上涨40%,超额收益46%。冯明远也因此,逐渐以“科技猎手”之名,“闻名于世”。</p>\n<p>6月19日,信达澳银还公告宣布冯明远升任公司副总,分管权益投资业务。这使得即将发行的信达澳银领先智选成为冯任职副总经理后第一个产品。<img src=\"https://static.tigerbbs.com/16cd4e1eb82ab99ecfc2d95774e660db\" tg-width=\"1329\" tg-height=\"919\" referrerpolicy=\"no-referrer\"><b>首批9只双创ETF登场</b></p>\n<p>除了“升官”的冯明远,被市场关注了很久的双创ETF在获批后,也将于下周“闪电”登场。</p>\n<p>根据基金份额发售公告,首批9家基金公司均选择在6月21日开始发行双创50ETF。其中,华宝、国泰、易方达、富国、华夏和银华6家基金公司旗下的双创50ETF发行时间是从6月21日至6月23日,共三天;而嘉实、招商和南方3家基金公司旗下双创50ETF发行时间仅为6月21日一天。</p>\n<p>在发行规模上,9只双创ETF都设置了募集上限,华夏、富国、银华、易方达的双创50ETF设置了35亿的募集上限,其余的则为30亿。若9只ETF均满额募集,下周将有290亿的资金将涌入市场。</p>\n<p>此前,首批<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>“入市”前,也和双创ETF目前的热度相似,机构等纷纷认购,但最后发行结果却不如预期。</p>\n<p>此次双创ETF产品“上新”后将有怎么样的表现,值得关注。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新基金发行双创ETF当道,冯明远升任副总后首次登场</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新基金发行双创ETF当道,冯明远升任副总后首次登场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 08:15 北京时间 <a href=https://wallstreetcn.com/articles/3633360><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>进入6月以来,新基发行市场已在明显回暖。Wind数据显示,6月刚过半,本月已有115只新基金成立,发行规模已超1200亿。\n而下周又将有49只新基金登场,除了刚刚晋升副总的冯明远再度“上新”。颇受市场关注的首批双创ETF也将在下周登场。\n有趣的是,不管是以“科技猎手”著称的冯明远,还是重点投资科技领域的双创ETF,两者的重心或许都在于科技赛道。\n49只新基金鱼贯登场\nWind统计数据显示,下周(6...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633360\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3633360","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145702444","content_text":"进入6月以来,新基发行市场已在明显回暖。Wind数据显示,6月刚过半,本月已有115只新基金成立,发行规模已超1200亿。\n而下周又将有49只新基金登场,除了刚刚晋升副总的冯明远再度“上新”。颇受市场关注的首批双创ETF也将在下周登场。\n有趣的是,不管是以“科技猎手”著称的冯明远,还是重点投资科技领域的双创ETF,两者的重心或许都在于科技赛道。\n49只新基金鱼贯登场\nWind统计数据显示,下周(6月21日至6月25日)有49只新基金即将发行。\n从基金类型来看,将有21只ETF基金登场,成为下周新基发行市场的“主角”。此外,还有13只主动权益基金,和12只偏债和纯债基金登场。\n从发行时间来看,下周一(6月21日)将会是近段时间来,新基发行“撞车”最严重的一天,预计将有39只基金同步“上新”。包括6只双创ETF,和信达澳银“明星”基金经理冯明远新产品,都将“同场竞技”。\n▼下周新基金发行情况\n\n冯明远“升高管”后首只产品\n在下周新发基金的基金经理中,信达澳银的冯明远或许是最受市场关注的一位。\n公开资料显示,冯明远曾任平安证券综合研究所研究员,2014年加入信达澳银基金,历任行业研究员、基金经理助理、基金经理、权益投资总部副总监、联席投资总监。\n2017年,在大蓝筹普涨、中小票表现低迷,特别是TMT板块的表现并不算好的市场情况下,冯明远管理的信达澳银新能源逆势上涨40%,超额收益46%。冯明远也因此,逐渐以“科技猎手”之名,“闻名于世”。\n6月19日,信达澳银还公告宣布冯明远升任公司副总,分管权益投资业务。这使得即将发行的信达澳银领先智选成为冯任职副总经理后第一个产品。首批9只双创ETF登场\n除了“升官”的冯明远,被市场关注了很久的双创ETF在获批后,也将于下周“闪电”登场。\n根据基金份额发售公告,首批9家基金公司均选择在6月21日开始发行双创50ETF。其中,华宝、国泰、易方达、富国、华夏和银华6家基金公司旗下的双创50ETF发行时间是从6月21日至6月23日,共三天;而嘉实、招商和南方3家基金公司旗下双创50ETF发行时间仅为6月21日一天。\n在发行规模上,9只双创ETF都设置了募集上限,华夏、富国、银华、易方达的双创50ETF设置了35亿的募集上限,其余的则为30亿。若9只ETF均满额募集,下周将有290亿的资金将涌入市场。\n此前,首批恒生科技ETF“入市”前,也和双创ETF目前的热度相似,机构等纷纷认购,但最后发行结果却不如预期。\n此次双创ETF产品“上新”后将有怎么样的表现,值得关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162108234,"gmtCreate":1624038076028,"gmtModify":1634023669562,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162108234","repostId":"1135978865","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169263572,"gmtCreate":1623838251496,"gmtModify":1634027323067,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169263572","repostId":"1159413534","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690626923,"gmtCreate":1639665367896,"gmtModify":1639665367896,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"aa","listText":"aa","text":"aa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690626923","repostId":"690965447","repostType":1,"repost":{"id":690965447,"gmtCreate":1639622982540,"gmtModify":1639624060493,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【12月16日】暗示明年加息3次,美股上演V型反转,今天买点啥?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 等多数下跌,燃气股集体低开,中国燃气,华润燃气均下跌;互联网医疗股、汽车股、餐饮股、地产股纷纷走低,<a target=\"_blank\" href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a> 跌超3%;昨日重挫的生物医药类股多数反弹,<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 高开逾1%,昨日大跌超19%,煤炭股个别走高,兖州煤业高开5.59%,重型机械刚、保险股普涨。 两只新股上市双双破发,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月16日讯,港股三大指数低开,恒指跌0.57%,国指跌0.86%,恒生科技指数跌0.9%。 盘面上,大型科技股继续走弱,$京东集团-SW(09618)$ 跌超3%,$美团-W(03690)$ 、$阿里巴巴-SW(09988)$ 跌超1%,$腾讯控股(00700)$ 、$小米集团-W(01810)$ 等多数下跌,燃气股集体低开,中国燃气,华润燃气均下跌;互联网医疗股、汽车股、餐饮股、地产股纷纷走低,$平安好医生(01833)$ 跌超3%;昨日重挫的生物医药类股多数反弹,$药明生物(02269)$ 高开逾1%,昨日大跌超19%,煤炭股个别走高,兖州煤业高开5.59%,重型机械刚、保险股普涨。 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20:56","market":"us","language":"zh","title":"中金招行建行等7家中资机构成为滴滴IPO承销商","url":"https://stock-news.laohu8.com/highlight/detail?id=1168192376","media":"老虎资讯综合","summary":"6月17日讯 《科创板日报》记者独家今日获悉滴滴上市最新进展,中金、中信、建设银行、招商银行、工商银行、中国银行及国泰君安等7家中资机构成为滴滴IPO承销商。北京时间上周五,滴滴正式向SEC递交了IP","content":"<p>6月17日讯 《科创板日报》记者独家今日获悉滴滴上市最新进展,中金、中信、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601988\">中国银行</a>及<a href=\"https://laohu8.com/S/601211\">国泰君安</a>等7家中资机构成为滴滴IPO承销商。北京时间上周五,滴滴正式向SEC递交了IPO招股书,股票代码为“DIDI”。滴滴在招股书中披露,<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、华兴资本担任承销商。</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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-17 20:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月17日讯 《科创板日报》记者独家今日获悉滴滴上市最新进展,中金、中信、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601988\">中国银行</a>及<a href=\"https://laohu8.com/S/601211\">国泰君安</a>等7家中资机构成为滴滴IPO承销商。北京时间上周五,滴滴正式向SEC递交了IPO招股书,股票代码为“DIDI”。滴滴在招股书中披露,<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、华兴资本担任承销商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"03143":"华夏香港银行股","DIDI":"滴滴(已退市)","03968":"招商银行"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168192376","content_text":"6月17日讯 《科创板日报》记者独家今日获悉滴滴上市最新进展,中金、中信、建设银行、招商银行、工商银行、中国银行及国泰君安等7家中资机构成为滴滴IPO承销商。北京时间上周五,滴滴正式向SEC递交了IPO招股书,股票代码为“DIDI”。滴滴在招股书中披露,高盛、摩根士丹利、摩根大通、华兴资本担任承销商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109619524,"gmtCreate":1619689718069,"gmtModify":1634210706005,"author":{"id":"3582710894331597","authorId":"3582710894331597","name":"Bsssg","avatar":"https://static.tigerbbs.com/aa41a478332b77d74e4eb26e6dc46763","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582710894331597","authorIdStr":"3582710894331597"},"themes":[],"htmlText":"买买买过过任务","listText":"买买买过过任务","text":"买买买过过任务","images":[{"img":"https://static.tigerbbs.com/b4ad320eda405a3e35578c109eb38c5b","width":"1440","height":"2706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109619524","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}