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tanshenyong
2021-07-15
阿里腾讯
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tanshenyong
2021-07-15
...
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tanshenyong
2021-07-15
电池慌。。。
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tanshenyong
2021-07-12
垄断
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tanshenyong
2021-07-12
不错
全面降准后A股还能涨多久？七大券商研判后市
tanshenyong
2021-07-12
不错哦
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tanshenyong
2021-07-12
tesla。。。
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tanshenyong
2021-07-12
好👌🏻
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tanshenyong
2021-07-12
好👌🏻
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tanshenyong
2021-07-12
不错
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19:15","market":"us","language":"zh","title":"斗鱼宣布终止与虎牙的合并协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1147766744","media":"老虎资讯综合","summary":"斗鱼宣布尊重并将遵循国家市场监管总局的决定，终止与虎牙的合并协议。公司此前宣布，根据合并协议的条款，董事会批准了总额为6000万美元的现金股息。考虑到合并终止，斗鱼董事会批准取消现金股利。腾讯与陈少杰","content":"<p>斗鱼宣布尊重并将遵循国家市场监管总局的决定，终止与虎牙的合并协议。公司此前宣布，根据合并协议的条款，董事会批准了总额为6000万美元的现金股息。考虑到合并终止，斗鱼董事会批准取消现金股利。腾讯与陈少杰先生（斗鱼直播创始人）终止股权转让协议。</p>\n<p>斗鱼盘前跌2.57%，虎牙盘前跌1.52%。</p>\n<p><img src=\"https://static.tigerbbs.com/a15fb73f1d4faff08641dfffff943d89\" tg-width=\"899\" tg-height=\"640\"><img src=\"https://static.tigerbbs.com/09f8f29e7c8032c2158fbd9337ee42af\" tg-width=\"899\" tg-height=\"640\"></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>斗鱼宣布终止与虎牙的合并协议</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; 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19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>斗鱼宣布尊重并将遵循国家市场监管总局的决定，终止与虎牙的合并协议。公司此前宣布，根据合并协议的条款，董事会批准了总额为6000万美元的现金股息。考虑到合并终止，斗鱼董事会批准取消现金股利。腾讯与陈少杰先生（斗鱼直播创始人）终止股权转让协议。</p>\n<p>斗鱼盘前跌2.57%，虎牙盘前跌1.52%。</p>\n<p><img src=\"https://static.tigerbbs.com/a15fb73f1d4faff08641dfffff943d89\" tg-width=\"899\" tg-height=\"640\"><img src=\"https://static.tigerbbs.com/09f8f29e7c8032c2158fbd9337ee42af\" tg-width=\"899\" tg-height=\"640\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6af724efafb5788a889a167ca9c1dc5c","relate_stocks":{"HUYA":"虎牙","DOYU":"斗鱼","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147766744","content_text":"斗鱼宣布尊重并将遵循国家市场监管总局的决定，终止与虎牙的合并协议。公司此前宣布，根据合并协议的条款，董事会批准了总额为6000万美元的现金股息。考虑到合并终止，斗鱼董事会批准取消现金股利。腾讯与陈少杰先生（斗鱼直播创始人）终止股权转让协议。\n斗鱼盘前跌2.57%，虎牙盘前跌1.52%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146490527,"gmtCreate":1626095225869,"gmtModify":1633930216970,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089193600492760","idStr":"4089193600492760"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146490527","repostId":"2150538497","repostType":4,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146406873,"gmtCreate":1626094787392,"gmtModify":1633930219443,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089193600492760","idStr":"4089193600492760"},"themes":[],"htmlText":"不错哦","listText":"不错哦","text":"不错哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146406873","repostId":"2150533605","repostType":2,"repost":{"id":"2150533605","weMediaInfo":{"introduction":"Live 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止损带到2080，这波反抽止盈看50点。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>币圈尼森：以太回踩尝试多单进场</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{ 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币圈尼森：以太回踩尝试多单进场\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083892989\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d298bab1e4184c87f17c1e0be9b9d329);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingView </p>\n<p class=\"h-time\">2021-07-12 06:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<img height=\"32\" src=\"https://s3.tradingview.com/userpics/22605749-gE17_mid.png\" width=\"32\"/>\n</div>\n<div>\n<h1>币圈尼森：以太回踩尝试多单进场</h1>\n</div>\n<div>\nEthereum / Tether USD <span>HUOBI:ETHUSDT</span>\n</div>\n<div>\nnisen\n</div>\n<img src=\"https://s3.tradingview.com/3/3N9JbXDF_mid.png\"/>\n<p>以太2105多单进场 止损带到2080，这波反抽止盈看50点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43f63ef72a7adf3804ec686260591369","relate_stocks":{"U11.SI":"大华银行"},"source_url":"https://cn.tradingview.com/chart/ETHUSDT/3N9JbXDF/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150533605","content_text":"币圈尼森：以太回踩尝试多单进场\n\n\nEthereum / Tether USD HUOBI:ETHUSDT\n\n\nnisen\n\n\n以太2105多单进场 止损带到2080，这波反抽止盈看50点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146403692,"gmtCreate":1626094565716,"gmtModify":1633930221540,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089193600492760","idStr":"4089193600492760"},"themes":[],"htmlText":"tesla。。。","listText":"tesla。。。","text":"tesla。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146403692","repostId":"1112768702","repostType":4,"repost":{"id":"1112768702","pubTimestamp":1626089927,"share":"https://www.laohu8.com/m/news/1112768702?lang=&edition=full","pubTime":"2021-07-12 19:38","market":"sh","language":"zh","title":"国内车企们的特斯拉对抗史","url":"https://stock-news.laohu8.com/highlight/detail?id=1112768702","media":"格隆汇研究","summary":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性","content":"<p>上周<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/171f95218c8fe4cfccc6cf6ccbfabd89\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。</p>\n<p>说到这儿，还有人记得之前刹车门的事吗？</p>\n<p>4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。</p>\n<p>根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。</p>\n<p><img src=\"https://static.tigerbbs.com/aad1f09b6fe82f723f651c557b6318b1\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。</p>\n<p><b>一对一的单挑赛</b></p>\n<p>随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。</p>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。</p>\n<p>在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。</p>\n<p><img src=\"https://static.tigerbbs.com/4a04cbe3a8ffda6cae7aeb65bdbe8159\" tg-width=\"836\" tg-height=\"1055\" referrerpolicy=\"no-referrer\"></p>\n<p>2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。</p>\n<p><img src=\"https://static.tigerbbs.com/282d619c585c739411aa86293cf88f7a\" tg-width=\"1080\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p>销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。</p>\n<p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。</p>\n<p>比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。</p>\n<p><img src=\"https://static.tigerbbs.com/441ca2bcec13419bf9ac040c884b8308\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/867ef7683167f25df5ce156e61500fbf\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p>\n<p>这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。</p>\n<p>这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。</p>\n<p><b>传统车企+互联网的围剿赛</b></p>\n<p>从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，<a href=\"https://laohu8.com/S/BIDU\">百度</a>拥抱<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>，腾讯和恒大成立合资公司，而华为的棋局就更大了。</p>\n<p><img src=\"https://static.tigerbbs.com/6fefabebad7b5df171c080d0e9a6e0b4\" tg-width=\"1080\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而<a href=\"https://laohu8.com/S/601127\">小康股份</a>，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。</p>\n<p>今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。</p>\n<p><img src=\"https://static.tigerbbs.com/8ba4b1cfc0a165fcfc3566685507e2d2\" tg-width=\"1080\" tg-height=\"892\" referrerpolicy=\"no-referrer\"></p>\n<p>今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。</p>\n<p>除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。</p>\n<p>从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。</p>\n<p>一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。</p>\n<p><img src=\"https://static.tigerbbs.com/82b1a93a5cf36d2e3f5ae04a4967d4a3\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p><b>说在最后</b></p>\n<p>最新的天风数据里面继续上调了全<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。</p>\n<p>由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。</p>","source":"lsy1579082857833","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>国内车企们的特斯拉对抗史</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国内车企们的特斯拉对抗史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 19:38 北京时间 <a href=https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA><strong>格隆汇研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"601633":"长城汽车","00175":"吉利汽车","LI":"理想汽车","NIO":"蔚来","02333":"长城汽车","002594":"比亚迪","TSLA":"特斯拉","XPEV":"小鹏汽车","00305":"五菱汽车","09868":"小鹏汽车-W","01211":"比亚迪股份"},"source_url":"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112768702","content_text":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。\n说到这儿，还有人记得之前刹车门的事吗？\n4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。\n根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。\n\n特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。\n一对一的单挑赛\n随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企比亚迪，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。\n蔚来选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。\n在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。\n\n2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。\n\n销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。\n小鹏汽车6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。\n理想汽车6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。\n比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。\n\n\n这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。\n这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。\n传统车企+互联网的围剿赛\n从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，百度拥抱吉利汽车，腾讯和恒大成立合资公司，而华为的棋局就更大了。\n\n今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而小康股份，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。\n今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。\n\n今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。\n除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。\n从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。\n一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。\n\n说在最后\n最新的天风数据里面继续上调了全国新能源汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。\n由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146575095,"gmtCreate":1626094285617,"gmtModify":1633930225618,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089193600492760","idStr":"4089193600492760"},"themes":[],"htmlText":"好👌🏻","listText":"好👌🏻","text":"好👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146575095","repostId":"2150384615","repostType":4,"repost":{"id":"2150384615","pubTimestamp":1626090243,"share":"https://www.laohu8.com/m/news/2150384615?lang=&edition=full","pubTime":"2021-07-12 19:44","market":"us","language":"zh","title":"Soho house再闯IPO，情怀与现实难两全","url":"https://stock-news.laohu8.com/highlight/detail?id=2150384615","media":"格隆汇","summary":"成立以来尚未实现盈利","content":"<p>7月6日，世界顶级的<a href=\"https://laohu8.com/S/DLX\">豪华</a>社交俱乐部Soho house以Membership Collective Group（简称MCG）作为公司名称向美国证券交易委员会SEC申请IPO，计划在纳斯达克上市，拟募资4.8亿美元。</p>\n<p>MCG是一个由Soho House、Soho Works、The Ned、Scorpios Beach Club、Soho Home以及相关数字平台组成的全球会员平台。Soho House由创始人Nick Jones于1995年在英国伦敦创办，截至2021年4月4日，<b>公司在全球的会员超过11.9万。</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/409c5880cf5965db54afb515f73ea659\" tg-width=\"812\" tg-height=\"514\"><span>图片来源：网络</span></p>\n<p>MCG的控股股东是Yucaipa，一家由Ron Burkle创始的投资机构。公司上市后，Yucaipa将拥有58%的B股股权。</p>\n<p><b>值得一提的是，这已经不是MCG首次尝试IPO。</b>早在2018年2月，MCG就曾试图在纽交所上市，公司当时的估值约为20亿美元，与奢侈品帝国LVMH旗鼓相当，还聘请了<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>评估其融资方案，但由于一直未做出最终决定，上市之旅也就不了了之了。</p>\n<h3><b>1</b></h3>\n<h3><b>严格的会员制度</b></h3>\n<p>历经25年，Soho house从一家私人俱乐部发展到现在集酒店、餐厅、酒吧、SPA于一体的顶级连锁俱乐部。在伦敦、纽约、香港、柏林等地相继落脚，目前全球拥有分店30家；且选址都极富特色，从复古的英伦建筑到海边的联排别墅，再从摩登的都市高楼到温馨的农场小屋，<b>是全球设计师挤破头都想参与的俱乐部，也是全球会员资格最难拿的俱乐部。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f72be24cb687effbc8aadf986dd2b058\" tg-width=\"818\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：网络</p>\n<p>比起引人瞩目的设计风格，其实“人文”才是Soho house的灵魂所在。这个俱乐部的会员制是出了名的严格，深受各界精英的追捧，然而它主要针对的人群并不是富豪和政客，也是不是金钱和地位，而是电影、艺术、音乐、时尚界这些有意思、有创造力的人才。</p>\n<p>其实对有钱人来说，入会的门槛不算太高，每年只需支付3万多港币便可进入“上流社会”的社交圈，可谓极致性价比。然而，<b>Soho house却不是有钱就能进，</b>它特有的“筛选”机制尤其苛刻。</p>\n<p>首先，你要由两名会员内推，其次还需进行五页纸的笔试审核才能进入面试环节“申请者饭局”，即便通过，倘若发现气质不符，依然会遭到清退。<b>据说连社交名媛金卡戴珊都被屡次拒之门外。</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ce16184921a1ac77a7880818621f34b\" tg-width=\"1080\" tg-height=\"1746\"><span>图片来源：网络</span></p>\n<p></p>\n<p>即便如此，每年依然有上万人排队申请加入俱乐部。<b>2016-2020年,每年会员数量增长约16%。</b>截至5月30日，今年已有5.9万人申请入会。</p>\n<p><img src=\"https://static.tigerbbs.com/faa82906424b00294ce9c36dd4e761db\" tg-width=\"643\" tg-height=\"677\" referrerpolicy=\"no-referrer\"></p>\n<p>现在的Soho house已逐渐成为名流进出的专属俱乐部，会员包括影星莱纳昂多、模特凯特摩丝、歌手<a href=\"https://laohu8.com/S/TU\">泰勒斯</a>威夫特等等。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2683e9454fbfdf1a9d3b25126696391\" tg-width=\"639\" tg-height=\"408\"><span>图片来源：网络</span></p>\n<p></p>\n<h3><b>2</b></h3>\n<h3><b>积极扩张下难掩亏损</b></h3>\n<p><b>在强大的明星光环下，如此傲娇的Soho house，实际上自公司成立以来还尚未实现盈利。</b></p>\n<p>2020财年的营收更是从2019年的6.42亿美元降至3.84亿美元。2021年一季度净亏损9303.7万美元。招股书显示，Soho house一半以上的收入来自会员服务，说明公司能否盈利取决于投入成本和可自由支配的支出。</p>\n<p><img src=\"https://static.tigerbbs.com/af7c6801232e4552f1ef087b2fca4ecc\" tg-width=\"1080\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p>疫情的突然爆发给Soho house的业绩造成不小的冲击。为了控制成本，公司于2020年裁掉19%的头部员工，但即便如此，也无法挽救2020年净亏损2.35亿美元的局面。</p>\n<p>尽管Soho house亏损严重，但作为全球顶级的会员制俱乐部，还是得持续加大投入才能维持公司一贯的格调，因为客户对Soho house品牌的认可于公司业绩而言起到十分关键的作用。</p>\n<p>Soho house计划将本次上市筹集到的资金用于帮助俱乐部的发展，并<b>目标于2023年将俱乐部数量扩张至46家，</b>然而这一过程中或出现许多因素超出Soho house的控制范围。公司打算在接下来覆盖的城市中以个性化但一致的方式复制过去的模式，可在<a href=\"https://laohu8.com/S/300778\">新城市</a>争夺高质量且合适的地点搭建新场所并非易事，既要熟悉新的法律，又要向新兴市场传达品牌文化吸引目标客户。<b>倘若Soho house无法应对挑战，巨大的投入将给公司业绩带来不利影响。</b></p>\n<h3><b>3</b></h3>\n<h3><b>结语</b></h3>\n<p>Soho house独特而苛刻的会员制模式属实罕见，自带的明星效益为其带来不少客户。但目前快速的扩张和较大的财务压力也给公司造成较不乐观的局面。俱乐部在如此严格的会员制度下，保持格调和实现盈利将难以两全。</p>","source":"gelonghui_highlight","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>Soho house再闯IPO，情怀与现实难两全</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\">\nSoho house再闯IPO，情怀与现实难两全\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 19:44 北京时间 <a href=http://www.gelonghui.com/p/474913><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月6日，世界顶级的豪华社交俱乐部Soho house以Membership Collective Group（简称MCG）作为公司名称向美国证券交易委员会SEC申请IPO，计划在纳斯达克上市，拟募资4.8亿美元。\nMCG是一个由Soho House、Soho Works、The Ned、Scorpios Beach Club、Soho Home以及相关数字平台组成的全球会员平台。Soho ...</p>\n\n<a href=\"http://www.gelonghui.com/p/474913\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f72be24cb687effbc8aadf986dd2b058","relate_stocks":{},"source_url":"http://www.gelonghui.com/p/474913","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2150384615","content_text":"7月6日，世界顶级的豪华社交俱乐部Soho house以Membership Collective Group（简称MCG）作为公司名称向美国证券交易委员会SEC申请IPO，计划在纳斯达克上市，拟募资4.8亿美元。\nMCG是一个由Soho House、Soho Works、The Ned、Scorpios Beach Club、Soho Home以及相关数字平台组成的全球会员平台。Soho House由创始人Nick Jones于1995年在英国伦敦创办，截至2021年4月4日，公司在全球的会员超过11.9万。\n图片来源：网络\nMCG的控股股东是Yucaipa，一家由Ron Burkle创始的投资机构。公司上市后，Yucaipa将拥有58%的B股股权。\n值得一提的是，这已经不是MCG首次尝试IPO。早在2018年2月，MCG就曾试图在纽交所上市，公司当时的估值约为20亿美元，与奢侈品帝国LVMH旗鼓相当，还聘请了高盛、摩根大通评估其融资方案，但由于一直未做出最终决定，上市之旅也就不了了之了。\n1\n严格的会员制度\n历经25年，Soho house从一家私人俱乐部发展到现在集酒店、餐厅、酒吧、SPA于一体的顶级连锁俱乐部。在伦敦、纽约、香港、柏林等地相继落脚，目前全球拥有分店30家；且选址都极富特色，从复古的英伦建筑到海边的联排别墅，再从摩登的都市高楼到温馨的农场小屋，是全球设计师挤破头都想参与的俱乐部，也是全球会员资格最难拿的俱乐部。\n\n图片来源：网络\n比起引人瞩目的设计风格，其实“人文”才是Soho house的灵魂所在。这个俱乐部的会员制是出了名的严格，深受各界精英的追捧，然而它主要针对的人群并不是富豪和政客，也是不是金钱和地位，而是电影、艺术、音乐、时尚界这些有意思、有创造力的人才。\n其实对有钱人来说，入会的门槛不算太高，每年只需支付3万多港币便可进入“上流社会”的社交圈，可谓极致性价比。然而，Soho house却不是有钱就能进，它特有的“筛选”机制尤其苛刻。\n首先，你要由两名会员内推，其次还需进行五页纸的笔试审核才能进入面试环节“申请者饭局”，即便通过，倘若发现气质不符，依然会遭到清退。据说连社交名媛金卡戴珊都被屡次拒之门外。\n图片来源：网络\n\n即便如此，每年依然有上万人排队申请加入俱乐部。2016-2020年,每年会员数量增长约16%。截至5月30日，今年已有5.9万人申请入会。\n\n现在的Soho house已逐渐成为名流进出的专属俱乐部，会员包括影星莱纳昂多、模特凯特摩丝、歌手泰勒斯威夫特等等。\n图片来源：网络\n\n2\n积极扩张下难掩亏损\n在强大的明星光环下，如此傲娇的Soho house，实际上自公司成立以来还尚未实现盈利。\n2020财年的营收更是从2019年的6.42亿美元降至3.84亿美元。2021年一季度净亏损9303.7万美元。招股书显示，Soho house一半以上的收入来自会员服务，说明公司能否盈利取决于投入成本和可自由支配的支出。\n\n疫情的突然爆发给Soho house的业绩造成不小的冲击。为了控制成本，公司于2020年裁掉19%的头部员工，但即便如此，也无法挽救2020年净亏损2.35亿美元的局面。\n尽管Soho house亏损严重，但作为全球顶级的会员制俱乐部，还是得持续加大投入才能维持公司一贯的格调，因为客户对Soho house品牌的认可于公司业绩而言起到十分关键的作用。\nSoho house计划将本次上市筹集到的资金用于帮助俱乐部的发展，并目标于2023年将俱乐部数量扩张至46家，然而这一过程中或出现许多因素超出Soho house的控制范围。公司打算在接下来覆盖的城市中以个性化但一致的方式复制过去的模式，可在新城市争夺高质量且合适的地点搭建新场所并非易事，既要熟悉新的法律，又要向新兴市场传达品牌文化吸引目标客户。倘若Soho house无法应对挑战，巨大的投入将给公司业绩带来不利影响。\n3\n结语\nSoho house独特而苛刻的会员制模式属实罕见，自带的明星效益为其带来不少客户。但目前快速的扩张和较大的财务压力也给公司造成较不乐观的局面。俱乐部在如此严格的会员制度下，保持格调和实现盈利将难以两全。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146572183,"gmtCreate":1626094236842,"gmtModify":1633930226068,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089193600492760","idStr":"4089193600492760"},"themes":[],"htmlText":"好👌🏻","listText":"好👌🏻","text":"好👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146572183","repostId":"1127644495","repostType":4,"repost":{"id":"1127644495","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":1626092423,"share":"https://www.laohu8.com/m/news/1127644495?lang=&edition=full","pubTime":"2021-07-12 20:20","market":"hk","language":"zh","title":"盘前：欧盟搁置数字税，大型科技股普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1127644495","media":"老虎资讯综合","summary":"7月12日（周一），美股三大指数期货盘前涨跌不一，截至发稿，纳指期货涨0.23%，道指期货跌0.31%，标普500指数期货跌0.14%。投资者等待本周开始的第二季度财报季，以衡量企业盈利能力能否支撑股","content":"<p>7月12日（周一），美股三大指数期货盘前涨跌不一，截至发稿，纳指期货涨0.23%，道指期货跌0.31%，标普500指数期货跌0.14%。投资者等待本周开始的第二季度财报季，以衡量企业盈利能力能否支撑股票估值。</p>\n<p><img src=\"https://static.tigerbbs.com/f27f935e5a763618ca4991d2e97b746a\" tg-width=\"1080\" tg-height=\"392\" referrerpolicy=\"no-referrer\"></p>\n<p>在G20财长和央行行长就国际税收框架达成历史性协议之后，美国财政部长耶伦本周一、二将在布鲁塞尔向欧盟官员施压，要求他们重新考虑征收数字税的计划。彭博消息称，欧盟委员会发言人表示，欧盟将推迟数字税，以推动全球税改协议。另据法新社报道，欧盟在经合组织谈判期间“搁置”数字税计划。</p>\n<p>美股大型科技股小幅上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>、Netflix涨幅从0.3%至0.7%。</p>\n<p><b>个股异动</b></p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨近4%，此前一度大涨20%，维珍银河日前完成首次满员太空试飞，创始人被送上太空；</p>\n<p><a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>盘前分别跌1.52%及2.57%，上周末市场监管总局依法禁止虎牙与斗鱼合并，斗鱼今日盘前正式宣布终止与虎牙的合并协议；</p>\n<p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前跌超2%，路透社援引知情人士的话说，中国监管机构将命令<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>控股有限公司放弃音乐唱片公司的独家版权。</p>\n<p>滴滴盘前跌2.4%，“滴滴企业版”等App被下架，又面临美团等企业竞争。</p>\n<p><a href=\"https://laohu8.com/S/SNE\">索尼</a>盘前涨1.92%，公司计划使用<a href=\"https://laohu8.com/S/300024\">机器人</a>接管电视、智能手机和相机的生产，大幅降低生产成本；</p>\n<p>SolarWinds盘前涨0.92%，初步数据预计第二季度调整后营收好于预期；</p>\n<p>中概股<a href=\"https://laohu8.com/S/SGOC\">上为集团</a>盘前异动，大涨37%，上个交易日涨近280%。</p>\n<p><b>大宗商品</b></p>\n<p><b>原油</b></p>\n<p>国际油价下挫，美油报73.35美元/桶，日内跌幅1.76%；布油现报74.4美元/桶，日内跌1.62%。</p>\n<p>伊核谈判、OPEC+谈判及疫情升温给当前油价带来重大不确定因素， 美原油小幅下跌，短线多头仍然比较强势，但需要提防突发消息，建议激进者谨慎做多。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内跌0.42%，报1800.49美元/盎司。</p>\n<p>短线金价涨势放缓，不过在周二美国CPI数据出炉前金价有望延续小幅上涨的格局，建议保守者暂时观望，激进者在1796支撑位附近做多。</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：欧盟搁置数字税，大型科技股普涨</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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}\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盘前：欧盟搁置数字税，大型科技股普涨\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\">2021-07-12 20:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月12日（周一），美股三大指数期货盘前涨跌不一，截至发稿，纳指期货涨0.23%，道指期货跌0.31%，标普500指数期货跌0.14%。投资者等待本周开始的第二季度财报季，以衡量企业盈利能力能否支撑股票估值。</p>\n<p><img src=\"https://static.tigerbbs.com/f27f935e5a763618ca4991d2e97b746a\" tg-width=\"1080\" tg-height=\"392\" referrerpolicy=\"no-referrer\"></p>\n<p>在G20财长和央行行长就国际税收框架达成历史性协议之后，美国财政部长耶伦本周一、二将在布鲁塞尔向欧盟官员施压，要求他们重新考虑征收数字税的计划。彭博消息称，欧盟委员会发言人表示，欧盟将推迟数字税，以推动全球税改协议。另据法新社报道，欧盟在经合组织谈判期间“搁置”数字税计划。</p>\n<p>美股大型科技股小幅上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>、Netflix涨幅从0.3%至0.7%。</p>\n<p><b>个股异动</b></p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨近4%，此前一度大涨20%，维珍银河日前完成首次满员太空试飞，创始人被送上太空；</p>\n<p><a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>盘前分别跌1.52%及2.57%，上周末市场监管总局依法禁止虎牙与斗鱼合并，斗鱼今日盘前正式宣布终止与虎牙的合并协议；</p>\n<p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前跌超2%，路透社援引知情人士的话说，中国监管机构将命令<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>控股有限公司放弃音乐唱片公司的独家版权。</p>\n<p>滴滴盘前跌2.4%，“滴滴企业版”等App被下架，又面临美团等企业竞争。</p>\n<p><a href=\"https://laohu8.com/S/SNE\">索尼</a>盘前涨1.92%，公司计划使用<a href=\"https://laohu8.com/S/300024\">机器人</a>接管电视、智能手机和相机的生产，大幅降低生产成本；</p>\n<p>SolarWinds盘前涨0.92%，初步数据预计第二季度调整后营收好于预期；</p>\n<p>中概股<a href=\"https://laohu8.com/S/SGOC\">上为集团</a>盘前异动，大涨37%，上个交易日涨近280%。</p>\n<p><b>大宗商品</b></p>\n<p><b>原油</b></p>\n<p>国际油价下挫，美油报73.35美元/桶，日内跌幅1.76%；布油现报74.4美元/桶，日内跌1.62%。</p>\n<p>伊核谈判、OPEC+谈判及疫情升温给当前油价带来重大不确定因素， 美原油小幅下跌，短线多头仍然比较强势，但需要提防突发消息，建议激进者谨慎做多。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内跌0.42%，报1800.49美元/盎司。</p>\n<p>短线金价涨势放缓，不过在周二美国CPI数据出炉前金价有望延续小幅上涨的格局，建议保守者暂时观望，激进者在1796支撑位附近做多。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index","GOOGL":"谷歌A","DOYU":"斗鱼","NFLX":"奈飞",".DJI":"道琼斯","DIDI":"滴滴(已退市)",".IXIC":"NASDAQ Composite","HUYA":"虎牙","MSFT":"微软","AAPL":"苹果","SPCE":"维珍银河","AMZN":"亚马逊"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127644495","content_text":"7月12日（周一），美股三大指数期货盘前涨跌不一，截至发稿，纳指期货涨0.23%，道指期货跌0.31%，标普500指数期货跌0.14%。投资者等待本周开始的第二季度财报季，以衡量企业盈利能力能否支撑股票估值。\n\n在G20财长和央行行长就国际税收框架达成历史性协议之后，美国财政部长耶伦本周一、二将在布鲁塞尔向欧盟官员施压，要求他们重新考虑征收数字税的计划。彭博消息称，欧盟委员会发言人表示，欧盟将推迟数字税，以推动全球税改协议。另据法新社报道，欧盟在经合组织谈判期间“搁置”数字税计划。\n美股大型科技股小幅上涨，苹果、微软、亚马逊、谷歌A、Facebook、Netflix涨幅从0.3%至0.7%。\n个股异动\n维珍银河盘前涨近4%，此前一度大涨20%，维珍银河日前完成首次满员太空试飞，创始人被送上太空；\n虎牙、斗鱼盘前分别跌1.52%及2.57%，上周末市场监管总局依法禁止虎牙与斗鱼合并，斗鱼今日盘前正式宣布终止与虎牙的合并协议；\n腾讯音乐盘前跌超2%，路透社援引知情人士的话说，中国监管机构将命令腾讯控股控股有限公司放弃音乐唱片公司的独家版权。\n滴滴盘前跌2.4%，“滴滴企业版”等App被下架，又面临美团等企业竞争。\n索尼盘前涨1.92%，公司计划使用机器人接管电视、智能手机和相机的生产，大幅降低生产成本；\nSolarWinds盘前涨0.92%，初步数据预计第二季度调整后营收好于预期；\n中概股上为集团盘前异动，大涨37%，上个交易日涨近280%。\n大宗商品\n原油\n国际油价下挫，美油报73.35美元/桶，日内跌幅1.76%；布油现报74.4美元/桶，日内跌1.62%。\n伊核谈判、OPEC+谈判及疫情升温给当前油价带来重大不确定因素， 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19:12","market":"sh","language":"zh","title":"全面降准后A股还能涨多久？七大券商研判后市","url":"https://stock-news.laohu8.com/highlight/detail?id=2150538497","media":"中国证券报","summary":"在全面降准利好因素的助推下，7月12日A股市场三大股指集体走高，新能源等成长风格板块再度爆发。\n对投资者而言，降准后A股市场还能涨多久？下半年市场流动性是否还将生变？\n在多家券商看来，降准后市场信心短","content":"<div>\n<p>在全面降准利好因素的助推下，7月12日A股市场三大股指集体走高，新能源等成长风格板块再度爆发。\n对投资者而言，降准后A股市场还能涨多久？下半年市场流动性是否还将生变？\n在多家券商看来，降准后市场信心短期有望明显提振，但从历史数据看，降准与A股指数上涨并无必然联系，本次全面降准后也不宜对货币政策预期过度乐观；从投资角度出发，业绩仍是市场的主要锚，建议围绕成长风格及金融周期两条思路展开布局。\n市场信心...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/nC5tIZwSNthLSjtLA3o6lA\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>全面降准后A股还能涨多久？七大券商研判后市</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全面降准后A股还能涨多久？七大券商研判后市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 19:12 北京时间 <a href=https://mp.weixin.qq.com/s/nC5tIZwSNthLSjtLA3o6lA><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在全面降准利好因素的助推下，7月12日A股市场三大股指集体走高，新能源等成长风格板块再度爆发。\n对投资者而言，降准后A股市场还能涨多久？下半年市场流动性是否还将生变？\n在多家券商看来，降准后市场信心短期有望明显提振，但从历史数据看，降准与A股指数上涨并无必然联系，本次全面降准后也不宜对货币政策预期过度乐观；从投资角度出发，业绩仍是市场的主要锚，建议围绕成长风格及金融周期两条思路展开布局。\n市场信心...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/nC5tIZwSNthLSjtLA3o6lA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/nC5tIZwSNthLSjtLA3o6lA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150538497","content_text":"在全面降准利好因素的助推下，7月12日A股市场三大股指集体走高，新能源等成长风格板块再度爆发。\n对投资者而言，降准后A股市场还能涨多久？下半年市场流动性是否还将生变？\n在多家券商看来，降准后市场信心短期有望明显提振，但从历史数据看，降准与A股指数上涨并无必然联系，本次全面降准后也不宜对货币政策预期过度乐观；从投资角度出发，业绩仍是市场的主要锚，建议围绕成长风格及金融周期两条思路展开布局。\n市场信心短期有望明显提振\n日前，央行宣布，将于7月15日下调金融机构存款准备金率0.5个百分点（不含已执行5%存款准备金率的金融机构）。出乎多数人预料的是，央行此次降准为全面降准，预计将释放长期资金约1万亿元。\n在下半年市场流动性边际收紧已成共识的当下，央行此次全面降准对资本市场而言利好几何？\n国信证券认为，本次降准快速落地释放出积极的政策信号，基本打消了市场此前关于流动性的顾虑，市场信心有望在短期内明显提振。中长期来看，此次降准目的是为保经济增长营造良好的货币金融环境，实体经济融资成本有望降低，特别是小微企业有望受益，有利于下半年经济回升。\n对于下半年货币政策方向是否生变，目前券商存在不同看法。\n中银证券认为，虽然全面降准有部分对冲MLF到期和缴税因素，但从中反映的信号意义非凡，表明下半年货币政策态度有所变化。对股票市场而言，全面降准无疑是利好因素，考虑到A股下半年盈利驱动的市场主线，降准会加强盈利因子的持续性，市场整体仍然会延续温和上涨的态势。\n招商证券则指出，降准的推出有利于缓解短期市场对MLF集中到期、政府发债提速等资金扰动因素的担忧，但是降准置换是总量中性的操作，且央行反复强调“坚持正常货币政策，不搞大水漫灌”，不宜对货币政策预期过度乐观，一旦市场出现资金空转套利的行为，不排除央行再度收紧的可能。\n在平安证券看来，全面降准不意味着“大水漫灌”，本轮全面降准和过往全面降准对权益市场的影响不能一概而论，大盘全面快速大幅上行的可能性相对有限，权益市场将受益于无风险利率的下行的实质利好及全面降准的预期差。\n降准与指数上涨并无必然联系\n在央行全面降准消息公布后，7月12日A股三大股指集体走高，其中创业板指盘中创下6年来新高。以史为鉴，今年降准后A股涨势还能否延续？\n招商证券统计了2008年10月以来超过20次降准公告发布前后市场主要股指表现，整体上公告后股票市场涨跌参半，尤其是2018年4月17日和2018年10月7日宣布的降准均有置换MLF的内容，且调整幅度均保持一致，但前次公告宣布后上证指数等主要股指均由跌转涨，而后一次则呈现由涨转跌的走势。\n来源：招商证券\n在中国银河证券看来，降准与A股指数上涨并无必然联系，每次降准之时，市场短期走势大概率与市场本来的走向保持一致，不会因降准而改变；目前我国宏观经济走平且有下行压力，但货币-信用周期仍处相对宽松状态，此时降准反映出货币政策的适度、稳健，对市场的影响略偏利好。\n不过中国银河证券同时指出，从降准后市场板块表现看，不同的市场阶段下均是当时具有成长性、高景气的板块抗跌性较好或涨幅靠前，如房地产、银行、非银金融等2014-2015年均是景气度较高的赛道；2017年后这些板块成长性较弱，降准表现与其他行业相比均不佳，而食品饮料、科技、上游资源股等高景气赛道去年来表现较为突出。\n光大证券认为，全面降准短期对股市存在一定利好，但流动性对于市场的影响将较为有限，与此同时预计下半年市场盈利增速将超预期增长并且趋势可能逐季向上，这可能将是下半年市场最为有力的支撑。\n看好成长及周期表现\n就今年的市场环境而言，在价值股经历持续回调后，成长股近期接棒走强；在多家券商看来，下半年市场逻辑可能再度聚焦业绩的成长性，叠加全面降准带来的流动性宽松环境，下半年成长风格有望进一步延续。\n在中金公司看来，流动性宽松的环境相对更有利于成长风格，尤其是当前与产业升级相关部分制造业景气度相对较高、盈利确定性强、成长周期相对较长。总体上看下半年可能不利于价值风格的表现，“景气程度高、产业前景相对明确且相对长线”的成长主线可能更有利。\n招商证券认为，业绩仍是市场的主要锚，建议围绕半年报超预期、三季报景气仍将持续的思路进行布局和调仓，聚焦受益于全球工业生产恢复的中国工业品板块、部分关注度较低的涨价领域以及电动智能汽车产业链。风格方面，过去一段时间投资者在中小市值公司中挖掘管理水平较好、业绩持续性不错的标的进行布局，未来一个季度可能仍将持续。\n中银证券则认为，全面降准最受益的风格是周期方向：首先，下半年内需有望企稳，从国内需求侧来支撑周期行业景气度；其次，全面降准有利于上游价格的持续性，价格高位持续有望提升盈利的持续性，有利于周期行业的估值扩张；最后，大宗商品价格仍在趋势途中，难言见顶，价格趋势持续有利于周期行业估值从价格盈利过渡到产能重估逻辑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146406873,"gmtCreate":1626094787392,"gmtModify":1633930219443,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089193600492760","authorIdStr":"4089193600492760"},"themes":[],"htmlText":"不错哦","listText":"不错哦","text":"不错哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146406873","repostId":"2150533605","repostType":2,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146403692,"gmtCreate":1626094565716,"gmtModify":1633930221540,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089193600492760","authorIdStr":"4089193600492760"},"themes":[],"htmlText":"tesla。。。","listText":"tesla。。。","text":"tesla。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146403692","repostId":"1112768702","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146575095,"gmtCreate":1626094285617,"gmtModify":1633930225618,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089193600492760","authorIdStr":"4089193600492760"},"themes":[],"htmlText":"好👌🏻","listText":"好👌🏻","text":"好👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146575095","repostId":"2150384615","repostType":4,"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146572183,"gmtCreate":1626094236842,"gmtModify":1633930226068,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f35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