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ewangteoh
凡走过必留下痕迹
IP属地:未知
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热门
ewangteoh
2021-12-29
$东方汇财证券(08001)$
还有机会吗?老师说还会升的。
ewangteoh
2021-12-23
$东方汇财证券(08001)$
昨天股票老师叫我买的。怎么办?他说要和证卷会举报。我的钱💰啊。
ewangteoh
2021-12-21
$维亮控股(08612)$
这个星期的新老千股来了。大家赶快进场咯,现在在建盘起飞。
ewangteoh
2021-12-17
$易纬集团(03893)$
我决定卖了,大家快下车,赚少少就好。
ewangteoh
2021-12-16
$易纬集团(03893)$
老千股还会继续上升📈,真是意想不到,成绩还好过我真金白银买的
$阿里巴巴-SW(09988)$
[捂脸]
ewangteoh
2021-12-07
$易纬集团(03893)$
等待好戏
ewangteoh
2021-11-30
$AeroClean Technologies, Inc.(AERC)$
可惜不能做空啊
ewangteoh
2021-11-25
$奥星生命科技(06118)$
我都忘记上过这船,老师明明说这股可以去40的,点解?!老师说一定是有人泄密所以导致股价大跌,会帮我讨回公道。有老师真是好。
ewangteoh
2021-11-24
$易纬集团(03893)$
[财迷] [财迷] [财迷] 赚钱了
ewangteoh
2021-11-24
$易纬集团(03893)$
快上车啊,买啊!有买有高楼住。包你下辈子没烦恼钱应该怎么花。
ewangteoh
2021-11-23
赞啊
昨夜今晨:鲍威尔有望连任!科技股拖累纳指标普转跌
ewangteoh
2021-11-22
$易纬集团(03893)$
本周老千股心脏够强的可以进来玩玩,保证天天有惊喜。
ewangteoh
2021-11-15
$积木集团(08187)$
开始积盘割韭菜,老师说要快点买了,老千股。
ewangteoh
2021-11-10
$栢能集团(01263)$
催上车接货了,大家提防老千老万股
ewangteoh
2021-11-09
钱在口袋才是钱啊
特斯拉一度跌超10%,马斯克弟弟抢先一步套现
ewangteoh
2021-11-05
插水啊
Workhorse盘中跳水,报道称该公司正遭美司法部调查
ewangteoh
2021-11-05
股价也海底捞了
抱歉,原内容已删除
ewangteoh
2021-10-26
钱钱钱滚滚来
“我要买10万辆特斯拉!”,天量订单意味着什么?
ewangteoh
2021-10-25
$日月光半导体(ASX)$
半导体都在上升趋势,这家好像还没启动引擎。
ewangteoh
2021-10-24
巨大潜力
王健林,再来一局
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>快上车啊,买啊!有买有高楼住。包你下辈子没烦恼钱应该怎么花。","text":"$易纬集团(03893)$快上车啊,买啊!有买有高楼住。包你下辈子没烦恼钱应该怎么花。","images":[{"img":"https://static.tigerbbs.com/eefa115ac10a27a3c2230eb7f3a23f32","width":"3000","height":"4000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874951378","isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875173177,"gmtCreate":1637628623755,"gmtModify":1637628624033,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"赞啊","listText":"赞啊","text":"赞啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875173177","repostId":"1141862050","repostType":4,"repost":{"id":"1141862050","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637625090,"share":"https://www.laohu8.com/m/news/1141862050?lang=&edition=full","pubTime":"2021-11-23 07:51","market":"hk","language":"zh","title":"昨夜今晨:鲍威尔有望连任!科技股拖累纳指标普转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1141862050","media":"老虎资讯综合","summary":"摘要:①美股周一涨跌不一,道指收涨0.05%,标普500指数跌0.32%,纳指跌1.26%;②黄金期货周一收跌2.5%,录得3个半月来最大跌幅;③拜登提名鲍威尔连任美联储主席,提拔Brainard任副","content":"<blockquote>\n 摘要:①美股周一涨跌不一,道指收涨0.05%,标普500指数跌0.32%,纳指跌1.26%;②黄金期货周一收跌2.5%,录得3个半月来最大跌幅;③拜登提名鲍威尔连任美联储主席,提拔Brainard任副主席。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指跌超1% 疫苗、钢铁股涨幅居前</p>\n<p>虽然白宫周一如期宣布继续提名鲍威尔担任美联储主席,但美股在开盘集体走高后掉头向下,在尾盘跳水后仅道指勉强收涨。道指收涨0.05%,标普500指数跌0.32%,纳指跌1.26%。</p>\n<p>抗疫概念股、钢铁股大涨,BioNteh涨超11%,Moderna涨超7%,<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨超4%。</p>\n<p>2、热门中概股周一收盘涨跌不一 新氧涨超11%</p>\n<p>热门中概股周一收盘涨跌不一,雾芯科技涨超9%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨近6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超2%。新能源汽车股中,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超7%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近2%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超1%。</p>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>跌超4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近4%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌近3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超2%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌近2%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。</p>\n<p>3、欧股回吐涨幅 德国DAX30指数收盘下跌0.26%</p>\n<p>欧洲股市回吐涨幅,此前彭博社援引消息人士的话报道,德国留守内阁总理默克尔强调了COVID激增对德国的不利影响,随即德国萨克森地区将进入部分封锁状态,为期两到三周。</p>\n<p>最终,德国DAX30指数收盘下跌0.26%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.45%,法国CAC40指数收盘下跌0.10%,欧洲斯托克50指数收盘下跌0.42%。</p>\n<p>4、周一美国WTI原油期货收高1.06% 市场聚焦原油市场博弈</p>\n<p>日本考虑释放原油储备以遏制油价攀升,但石油输出国组织及其盟友(OPEC+)回应称将推动重新评估原油增产计划。</p>\n<p>最终,纽约商品交易所1月交割的西德州中质原油(WTI)期货价格上涨81美分,涨幅1.06%,收于每桶76.75美元。</p>\n<p>5、黄金期货周一收跌2.5% 录得3个半月来最大跌幅</p>\n<p>美国总统拜登提名鲍威尔连任美联储主席后,美国国债汇率与美元走高,令金价承压。最终,周一纽约商品交易所12月交割的黄金期货价格下跌45.3美元,跌幅为2.45%,收于每盎司1806.3美元,录得3个半月来的最大单日跌幅。</p>\n<p>国际宏观</p>\n<p>1、拜登提名鲍威尔连任美联储主席 提拔Brainard任副主席</p>\n<p>美国总统乔·拜登在面临数十年来最高的通胀和新冠疫情挥之不去的影响之际,决定保持央行政策的一致性,选择杰罗姆·鲍威尔继续出任美联储主席,同时提拔理事莱尔·布雷纳德为副主席。</p>\n<p>白宫周一宣布的这一决定是对鲍威尔协助拯救美国经济于疫情之中的褒奖,也是委以他保护经济复苏免受消费物价飙升冲击的重任。身为共和党人的鲍威尔有望在参议院顺利获得确认,当初他的首个四年任期以84票对13票的表决结果获得了支持,后来他也努力争取议员们的支持。</p>\n<p>2、鲍威尔和布雷纳德强调遏制通胀是其首要任务</p>\n<p>鲍威尔承诺将“使用我们的工具”来帮助就业,并对抗快速上涨的消费物价。</p>\n<p>“我们知道,高通胀会给家庭造成伤害,特别是那些对食品、住房、交通等基本生活品价格上涨应对能力较低的家庭,”在拜登宣布提名之后,鲍威尔周一在白宫的简短讲话中表示。 “我们将使用我们的工具来支持经济和强劲的劳动力市场,并防止通胀上升变得更稳固。”</p>\n<p>3、拜登:提名鲍威尔连任有利于美联储保持稳定和独立</p>\n<p>美国总统乔·拜登表示,杰罗姆·鲍威尔是领导美联储的合适人选。</p>\n<p>拜登说,“美联储的使命是平衡两个关键目标。第一个是实现充分就业,第二个是保持低通胀和物价稳定。要实现这些目标,需要耐心,技巧和独立性。”</p>\n<p>拜登称,之所以没有让更偏自由派的人选取代鲍威尔,是因为“需要保持美联储的稳定和独立”。他补充称,将避免使提名政治化。</p>\n<p>4、美国通胀压力加剧:汽油价格涨50%、火腿价格涨20%</p>\n<p>美国劳工部近日公布的数据显示,10月美国消费者价格指数环比上涨0.9%,高于市场预期;同比涨幅达6.2%,是1990年11月以来最大涨幅。食品和能源价格上涨是推高通胀的主因。</p>\n<p>美联社指出,从牛奶、汽油到二手车,几乎所有的商品都在涨价。过去一年,火腿价格上涨20%,鸡蛋价格上涨近12%,汽油价格上涨50%,洗衣机和烘干机价格上涨15%……经济学家们预测,物价上涨可能会持续到明年甚至更久。尽管工资也在上涨,但远远跟不上物价的涨幅。10月份,扣除通胀因素后,美国工人的平均时薪实际上比去年同期下降了1.2%。</p>\n<p>5、美国据悉将于其他国家一起释放石油储备 最早于周二宣布</p>\n<p>知情人士透露,美国总统乔·拜登准备最早周二宣布美国与几个国家一起释放战略石油储备。美国可能与印度,日本和韩国一道行动,这将是主要石油消费国有史以来第一次联手遏制油价飙升。</p>\n<p>一位知情人士称,局势仍在发展之中,计划可能会发生变化,但美国考虑逐步释放超过3500万桶原油。</p>\n<p>6、美国10月二手房销量意外增长 达到九个月高位</p>\n<p>美国10月二手房销量意外增至年初以来的最高水平,表明需求健康,因为更多买家正利用就业增长强劲和低抵押贷款利率的优势。</p>\n<p>美国全国地产经纪商协会(NAR)周一发布的数据显示,10月份二手房折合年率销量上升0.8%至634万套。接受彭博调查经济学家中值预期是620万套。</p>\n<p>7、联合国警告:阿富汗金融系统可能会在数月内崩溃!</p>\n<p>据路透社联合国消息,联合国当地时间22日呼吁各界采取紧急行动支持阿富汗银行,并警告称,由于无法还贷的人数激增、存款减少、现金流动性紧缩,阿富汗金融系统可能会在数月内崩溃。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2185806216\" target=\"_blank\">特斯拉德州新厂预计年底前完工 投资10.6亿美元</a></p>\n<p>北京时间11月23日消息,据报道,特斯拉德州Austin新汽车厂预计投资超过10.6亿美元,工厂计划于今年年底完工。周五时特斯拉向TDLR(德克萨斯州执照和规章部)提交文件,谈到了Austin工厂的开支规划。</p>\n<p>特斯拉计划在12月31日之前完成总装、油漆、铸造、冲压和车身车间设施的建设。五大设施合计建筑面积约为0.4平方公里,总成本约为10.6亿美元。</p>\n<p>2、<a href=\"https://laohu8.com/NW/1134095394\" target=\"_blank\">马斯克:Model S Plaid明年3月或在中国推出</a></p>\n<p>11 月 22 日报道,特斯拉 Model S Plaid 已开始在海外交付,但国内目前还没有,起售价为 105.999 万元人民币。今日,特斯拉 CEO 埃隆・马斯克在推特回应网友提问时表示,特斯拉 Model S Plaid 可能于明年 3 月在中国推出。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2185714578\" target=\"_blank\">知乎发布2021年三季度财报 营收8.235亿元</a></p>\n<p>11月22日报道,知乎发布截至2021年9月30日的第三季度未经审计的财务报告。财报显示,知乎三季度营收8.235亿元,同比增长115.1%;毛利润为4.248亿元,同比增长93%;毛利率为51.6%;经调整后的净亏损由第二季度的2亿元收窄为1.124亿元。(品玩)</p>\n<p>4、<a href=\"https://laohu8.com/NW/1130922544\" target=\"_blank\">小牛电动Q3营收12.26亿,销量达39.7万辆</a></p>\n<p>11月22日报道,小牛电动公布第三季度未经审计的财务报告显示,公司第三季度实现营收12.26亿元,同比增长37.1%;净利润9170万元,同比增长14.6%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2185809579\" target=\"_blank\">爱立信有史以来最大交易,斥资62亿美元收购云通信公司Vonage</a></p>\n<p>移动通信设备制造商<a href=\"https://laohu8.com/S/ERIC\">爱立信</a>周一表示,将以62亿美元收购云通信公司Vonage,据悉,此收购协议已获Vonage董事会一致通过。</p>\n<p>据悉,爱立信将以每股21美元买下Vonage,这个价格和Vonage在那斯达克(Nasdaq)挂牌的股票19日收盘价相比,溢价28%。这笔交易是这家瑞典公司多年来最大的一笔交易,也是爱立信继2020年以11亿美元收购美国无线网络公司Cradlepoint之后的又一笔交易。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2185365809\" target=\"_blank\">ZoomQ3营收增速放缓同比增35%,净利润超预期增超71%</a></p>\n<p>美东时间周一美股盘后,<a href=\"https://laohu8.com/S/ZM\">Zoom</a>(ZM.US)公布了其截至2021年10月31日的2022财年第三季度财务业绩。财报显示,该公司Q3营收10.51亿美元,市场预期为10.20亿美元,上年同期为7.77亿美元,同比增长35%。值得注意的是,2022财年第二季度营收同比增54%,营收增幅放缓。</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>昨夜今晨:鲍威尔有望连任!科技股拖累纳指标普转跌</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昨夜今晨:鲍威尔有望连任!科技股拖累纳指标普转跌\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\">2021-11-23 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①美股周一涨跌不一,道指收涨0.05%,标普500指数跌0.32%,纳指跌1.26%;②黄金期货周一收跌2.5%,录得3个半月来最大跌幅;③拜登提名鲍威尔连任美联储主席,提拔Brainard任副主席。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指跌超1% 疫苗、钢铁股涨幅居前</p>\n<p>虽然白宫周一如期宣布继续提名鲍威尔担任美联储主席,但美股在开盘集体走高后掉头向下,在尾盘跳水后仅道指勉强收涨。道指收涨0.05%,标普500指数跌0.32%,纳指跌1.26%。</p>\n<p>抗疫概念股、钢铁股大涨,BioNteh涨超11%,Moderna涨超7%,<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨超4%。</p>\n<p>2、热门中概股周一收盘涨跌不一 新氧涨超11%</p>\n<p>热门中概股周一收盘涨跌不一,雾芯科技涨超9%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨近6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超2%。新能源汽车股中,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超7%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近2%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超1%。</p>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>跌超4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近4%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌近3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超2%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌近2%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。</p>\n<p>3、欧股回吐涨幅 德国DAX30指数收盘下跌0.26%</p>\n<p>欧洲股市回吐涨幅,此前彭博社援引消息人士的话报道,德国留守内阁总理默克尔强调了COVID激增对德国的不利影响,随即德国萨克森地区将进入部分封锁状态,为期两到三周。</p>\n<p>最终,德国DAX30指数收盘下跌0.26%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.45%,法国CAC40指数收盘下跌0.10%,欧洲斯托克50指数收盘下跌0.42%。</p>\n<p>4、周一美国WTI原油期货收高1.06% 市场聚焦原油市场博弈</p>\n<p>日本考虑释放原油储备以遏制油价攀升,但石油输出国组织及其盟友(OPEC+)回应称将推动重新评估原油增产计划。</p>\n<p>最终,纽约商品交易所1月交割的西德州中质原油(WTI)期货价格上涨81美分,涨幅1.06%,收于每桶76.75美元。</p>\n<p>5、黄金期货周一收跌2.5% 录得3个半月来最大跌幅</p>\n<p>美国总统拜登提名鲍威尔连任美联储主席后,美国国债汇率与美元走高,令金价承压。最终,周一纽约商品交易所12月交割的黄金期货价格下跌45.3美元,跌幅为2.45%,收于每盎司1806.3美元,录得3个半月来的最大单日跌幅。</p>\n<p>国际宏观</p>\n<p>1、拜登提名鲍威尔连任美联储主席 提拔Brainard任副主席</p>\n<p>美国总统乔·拜登在面临数十年来最高的通胀和新冠疫情挥之不去的影响之际,决定保持央行政策的一致性,选择杰罗姆·鲍威尔继续出任美联储主席,同时提拔理事莱尔·布雷纳德为副主席。</p>\n<p>白宫周一宣布的这一决定是对鲍威尔协助拯救美国经济于疫情之中的褒奖,也是委以他保护经济复苏免受消费物价飙升冲击的重任。身为共和党人的鲍威尔有望在参议院顺利获得确认,当初他的首个四年任期以84票对13票的表决结果获得了支持,后来他也努力争取议员们的支持。</p>\n<p>2、鲍威尔和布雷纳德强调遏制通胀是其首要任务</p>\n<p>鲍威尔承诺将“使用我们的工具”来帮助就业,并对抗快速上涨的消费物价。</p>\n<p>“我们知道,高通胀会给家庭造成伤害,特别是那些对食品、住房、交通等基本生活品价格上涨应对能力较低的家庭,”在拜登宣布提名之后,鲍威尔周一在白宫的简短讲话中表示。 “我们将使用我们的工具来支持经济和强劲的劳动力市场,并防止通胀上升变得更稳固。”</p>\n<p>3、拜登:提名鲍威尔连任有利于美联储保持稳定和独立</p>\n<p>美国总统乔·拜登表示,杰罗姆·鲍威尔是领导美联储的合适人选。</p>\n<p>拜登说,“美联储的使命是平衡两个关键目标。第一个是实现充分就业,第二个是保持低通胀和物价稳定。要实现这些目标,需要耐心,技巧和独立性。”</p>\n<p>拜登称,之所以没有让更偏自由派的人选取代鲍威尔,是因为“需要保持美联储的稳定和独立”。他补充称,将避免使提名政治化。</p>\n<p>4、美国通胀压力加剧:汽油价格涨50%、火腿价格涨20%</p>\n<p>美国劳工部近日公布的数据显示,10月美国消费者价格指数环比上涨0.9%,高于市场预期;同比涨幅达6.2%,是1990年11月以来最大涨幅。食品和能源价格上涨是推高通胀的主因。</p>\n<p>美联社指出,从牛奶、汽油到二手车,几乎所有的商品都在涨价。过去一年,火腿价格上涨20%,鸡蛋价格上涨近12%,汽油价格上涨50%,洗衣机和烘干机价格上涨15%……经济学家们预测,物价上涨可能会持续到明年甚至更久。尽管工资也在上涨,但远远跟不上物价的涨幅。10月份,扣除通胀因素后,美国工人的平均时薪实际上比去年同期下降了1.2%。</p>\n<p>5、美国据悉将于其他国家一起释放石油储备 最早于周二宣布</p>\n<p>知情人士透露,美国总统乔·拜登准备最早周二宣布美国与几个国家一起释放战略石油储备。美国可能与印度,日本和韩国一道行动,这将是主要石油消费国有史以来第一次联手遏制油价飙升。</p>\n<p>一位知情人士称,局势仍在发展之中,计划可能会发生变化,但美国考虑逐步释放超过3500万桶原油。</p>\n<p>6、美国10月二手房销量意外增长 达到九个月高位</p>\n<p>美国10月二手房销量意外增至年初以来的最高水平,表明需求健康,因为更多买家正利用就业增长强劲和低抵押贷款利率的优势。</p>\n<p>美国全国地产经纪商协会(NAR)周一发布的数据显示,10月份二手房折合年率销量上升0.8%至634万套。接受彭博调查经济学家中值预期是620万套。</p>\n<p>7、联合国警告:阿富汗金融系统可能会在数月内崩溃!</p>\n<p>据路透社联合国消息,联合国当地时间22日呼吁各界采取紧急行动支持阿富汗银行,并警告称,由于无法还贷的人数激增、存款减少、现金流动性紧缩,阿富汗金融系统可能会在数月内崩溃。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2185806216\" target=\"_blank\">特斯拉德州新厂预计年底前完工 投资10.6亿美元</a></p>\n<p>北京时间11月23日消息,据报道,特斯拉德州Austin新汽车厂预计投资超过10.6亿美元,工厂计划于今年年底完工。周五时特斯拉向TDLR(德克萨斯州执照和规章部)提交文件,谈到了Austin工厂的开支规划。</p>\n<p>特斯拉计划在12月31日之前完成总装、油漆、铸造、冲压和车身车间设施的建设。五大设施合计建筑面积约为0.4平方公里,总成本约为10.6亿美元。</p>\n<p>2、<a href=\"https://laohu8.com/NW/1134095394\" target=\"_blank\">马斯克:Model S Plaid明年3月或在中国推出</a></p>\n<p>11 月 22 日报道,特斯拉 Model S Plaid 已开始在海外交付,但国内目前还没有,起售价为 105.999 万元人民币。今日,特斯拉 CEO 埃隆・马斯克在推特回应网友提问时表示,特斯拉 Model S Plaid 可能于明年 3 月在中国推出。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2185714578\" target=\"_blank\">知乎发布2021年三季度财报 营收8.235亿元</a></p>\n<p>11月22日报道,知乎发布截至2021年9月30日的第三季度未经审计的财务报告。财报显示,知乎三季度营收8.235亿元,同比增长115.1%;毛利润为4.248亿元,同比增长93%;毛利率为51.6%;经调整后的净亏损由第二季度的2亿元收窄为1.124亿元。(品玩)</p>\n<p>4、<a href=\"https://laohu8.com/NW/1130922544\" target=\"_blank\">小牛电动Q3营收12.26亿,销量达39.7万辆</a></p>\n<p>11月22日报道,小牛电动公布第三季度未经审计的财务报告显示,公司第三季度实现营收12.26亿元,同比增长37.1%;净利润9170万元,同比增长14.6%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2185809579\" target=\"_blank\">爱立信有史以来最大交易,斥资62亿美元收购云通信公司Vonage</a></p>\n<p>移动通信设备制造商<a href=\"https://laohu8.com/S/ERIC\">爱立信</a>周一表示,将以62亿美元收购云通信公司Vonage,据悉,此收购协议已获Vonage董事会一致通过。</p>\n<p>据悉,爱立信将以每股21美元买下Vonage,这个价格和Vonage在那斯达克(Nasdaq)挂牌的股票19日收盘价相比,溢价28%。这笔交易是这家瑞典公司多年来最大的一笔交易,也是爱立信继2020年以11亿美元收购美国无线网络公司Cradlepoint之后的又一笔交易。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2185365809\" target=\"_blank\">ZoomQ3营收增速放缓同比增35%,净利润超预期增超71%</a></p>\n<p>美东时间周一美股盘后,<a href=\"https://laohu8.com/S/ZM\">Zoom</a>(ZM.US)公布了其截至2021年10月31日的2022财年第三季度财务业绩。财报显示,该公司Q3营收10.51亿美元,市场预期为10.20亿美元,上年同期为7.77亿美元,同比增长35%。值得注意的是,2022财年第二季度营收同比增54%,营收增幅放缓。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","513500":"标普500ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".DJI":"道琼斯","IAU":"黄金信托ETF(iShares)","SDOW":"道指三倍做空ETF-ProShares","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","SH":"标普500反向ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141862050","content_text":"摘要:①美股周一涨跌不一,道指收涨0.05%,标普500指数跌0.32%,纳指跌1.26%;②黄金期货周一收跌2.5%,录得3个半月来最大跌幅;③拜登提名鲍威尔连任美联储主席,提拔Brainard任副主席。\n\n海外市场\n1、纳指跌超1% 疫苗、钢铁股涨幅居前\n虽然白宫周一如期宣布继续提名鲍威尔担任美联储主席,但美股在开盘集体走高后掉头向下,在尾盘跳水后仅道指勉强收涨。道指收涨0.05%,标普500指数跌0.32%,纳指跌1.26%。\n抗疫概念股、钢铁股大涨,BioNteh涨超11%,Moderna涨超7%,美国钢铁涨超4%。\n2、热门中概股周一收盘涨跌不一 新氧涨超11%\n热门中概股周一收盘涨跌不一,雾芯科技涨超9%,新东方涨近6%,哔哩哔哩涨超2%。新能源汽车股中,蔚来汽车涨超7%,理想汽车涨近2%,小鹏汽车涨超1%。\n京东跌超4%,高途跌近4%,拼多多跌近3%,阿里巴巴、百度跌超2%,网易跌近2%,好未来跌超1%。\n3、欧股回吐涨幅 德国DAX30指数收盘下跌0.26%\n欧洲股市回吐涨幅,此前彭博社援引消息人士的话报道,德国留守内阁总理默克尔强调了COVID激增对德国的不利影响,随即德国萨克森地区将进入部分封锁状态,为期两到三周。\n最终,德国DAX30指数收盘下跌0.26%,英国富时100指数收盘上涨0.45%,法国CAC40指数收盘下跌0.10%,欧洲斯托克50指数收盘下跌0.42%。\n4、周一美国WTI原油期货收高1.06% 市场聚焦原油市场博弈\n日本考虑释放原油储备以遏制油价攀升,但石油输出国组织及其盟友(OPEC+)回应称将推动重新评估原油增产计划。\n最终,纽约商品交易所1月交割的西德州中质原油(WTI)期货价格上涨81美分,涨幅1.06%,收于每桶76.75美元。\n5、黄金期货周一收跌2.5% 录得3个半月来最大跌幅\n美国总统拜登提名鲍威尔连任美联储主席后,美国国债汇率与美元走高,令金价承压。最终,周一纽约商品交易所12月交割的黄金期货价格下跌45.3美元,跌幅为2.45%,收于每盎司1806.3美元,录得3个半月来的最大单日跌幅。\n国际宏观\n1、拜登提名鲍威尔连任美联储主席 提拔Brainard任副主席\n美国总统乔·拜登在面临数十年来最高的通胀和新冠疫情挥之不去的影响之际,决定保持央行政策的一致性,选择杰罗姆·鲍威尔继续出任美联储主席,同时提拔理事莱尔·布雷纳德为副主席。\n白宫周一宣布的这一决定是对鲍威尔协助拯救美国经济于疫情之中的褒奖,也是委以他保护经济复苏免受消费物价飙升冲击的重任。身为共和党人的鲍威尔有望在参议院顺利获得确认,当初他的首个四年任期以84票对13票的表决结果获得了支持,后来他也努力争取议员们的支持。\n2、鲍威尔和布雷纳德强调遏制通胀是其首要任务\n鲍威尔承诺将“使用我们的工具”来帮助就业,并对抗快速上涨的消费物价。\n“我们知道,高通胀会给家庭造成伤害,特别是那些对食品、住房、交通等基本生活品价格上涨应对能力较低的家庭,”在拜登宣布提名之后,鲍威尔周一在白宫的简短讲话中表示。 “我们将使用我们的工具来支持经济和强劲的劳动力市场,并防止通胀上升变得更稳固。”\n3、拜登:提名鲍威尔连任有利于美联储保持稳定和独立\n美国总统乔·拜登表示,杰罗姆·鲍威尔是领导美联储的合适人选。\n拜登说,“美联储的使命是平衡两个关键目标。第一个是实现充分就业,第二个是保持低通胀和物价稳定。要实现这些目标,需要耐心,技巧和独立性。”\n拜登称,之所以没有让更偏自由派的人选取代鲍威尔,是因为“需要保持美联储的稳定和独立”。他补充称,将避免使提名政治化。\n4、美国通胀压力加剧:汽油价格涨50%、火腿价格涨20%\n美国劳工部近日公布的数据显示,10月美国消费者价格指数环比上涨0.9%,高于市场预期;同比涨幅达6.2%,是1990年11月以来最大涨幅。食品和能源价格上涨是推高通胀的主因。\n美联社指出,从牛奶、汽油到二手车,几乎所有的商品都在涨价。过去一年,火腿价格上涨20%,鸡蛋价格上涨近12%,汽油价格上涨50%,洗衣机和烘干机价格上涨15%……经济学家们预测,物价上涨可能会持续到明年甚至更久。尽管工资也在上涨,但远远跟不上物价的涨幅。10月份,扣除通胀因素后,美国工人的平均时薪实际上比去年同期下降了1.2%。\n5、美国据悉将于其他国家一起释放石油储备 最早于周二宣布\n知情人士透露,美国总统乔·拜登准备最早周二宣布美国与几个国家一起释放战略石油储备。美国可能与印度,日本和韩国一道行动,这将是主要石油消费国有史以来第一次联手遏制油价飙升。\n一位知情人士称,局势仍在发展之中,计划可能会发生变化,但美国考虑逐步释放超过3500万桶原油。\n6、美国10月二手房销量意外增长 达到九个月高位\n美国10月二手房销量意外增至年初以来的最高水平,表明需求健康,因为更多买家正利用就业增长强劲和低抵押贷款利率的优势。\n美国全国地产经纪商协会(NAR)周一发布的数据显示,10月份二手房折合年率销量上升0.8%至634万套。接受彭博调查经济学家中值预期是620万套。\n7、联合国警告:阿富汗金融系统可能会在数月内崩溃!\n据路透社联合国消息,联合国当地时间22日呼吁各界采取紧急行动支持阿富汗银行,并警告称,由于无法还贷的人数激增、存款减少、现金流动性紧缩,阿富汗金融系统可能会在数月内崩溃。\n公司新闻\n1、特斯拉德州新厂预计年底前完工 投资10.6亿美元\n北京时间11月23日消息,据报道,特斯拉德州Austin新汽车厂预计投资超过10.6亿美元,工厂计划于今年年底完工。周五时特斯拉向TDLR(德克萨斯州执照和规章部)提交文件,谈到了Austin工厂的开支规划。\n特斯拉计划在12月31日之前完成总装、油漆、铸造、冲压和车身车间设施的建设。五大设施合计建筑面积约为0.4平方公里,总成本约为10.6亿美元。\n2、马斯克:Model S Plaid明年3月或在中国推出\n11 月 22 日报道,特斯拉 Model S Plaid 已开始在海外交付,但国内目前还没有,起售价为 105.999 万元人民币。今日,特斯拉 CEO 埃隆・马斯克在推特回应网友提问时表示,特斯拉 Model S Plaid 可能于明年 3 月在中国推出。\n3、知乎发布2021年三季度财报 营收8.235亿元\n11月22日报道,知乎发布截至2021年9月30日的第三季度未经审计的财务报告。财报显示,知乎三季度营收8.235亿元,同比增长115.1%;毛利润为4.248亿元,同比增长93%;毛利率为51.6%;经调整后的净亏损由第二季度的2亿元收窄为1.124亿元。(品玩)\n4、小牛电动Q3营收12.26亿,销量达39.7万辆\n11月22日报道,小牛电动公布第三季度未经审计的财务报告显示,公司第三季度实现营收12.26亿元,同比增长37.1%;净利润9170万元,同比增长14.6%。\n5、爱立信有史以来最大交易,斥资62亿美元收购云通信公司Vonage\n移动通信设备制造商爱立信周一表示,将以62亿美元收购云通信公司Vonage,据悉,此收购协议已获Vonage董事会一致通过。\n据悉,爱立信将以每股21美元买下Vonage,这个价格和Vonage在那斯达克(Nasdaq)挂牌的股票19日收盘价相比,溢价28%。这笔交易是这家瑞典公司多年来最大的一笔交易,也是爱立信继2020年以11亿美元收购美国无线网络公司Cradlepoint之后的又一笔交易。\n6、ZoomQ3营收增速放缓同比增35%,净利润超预期增超71%\n美东时间周一美股盘后,Zoom(ZM.US)公布了其截至2021年10月31日的2022财年第三季度财务业绩。财报显示,该公司Q3营收10.51亿美元,市场预期为10.20亿美元,上年同期为7.77亿美元,同比增长35%。值得注意的是,2022财年第二季度营收同比增54%,营收增幅放缓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872564407,"gmtCreate":1637549206528,"gmtModify":1637549206688,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01263\">$栢能集团(01263)$</a>催上车接货了,大家提防老千老万股","text":"$栢能集团(01263)$催上车接货了,大家提防老千老万股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847670596","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847964803,"gmtCreate":1636473183199,"gmtModify":1636473209013,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"钱在口袋才是钱啊","listText":"钱在口袋才是钱啊","text":"钱在口袋才是钱啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847964803","repostId":"1102890127","repostType":4,"repost":{"id":"1102890127","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636470835,"share":"https://www.laohu8.com/m/news/1102890127?lang=&edition=full","pubTime":"2021-11-09 23:13","market":"us","language":"zh","title":"特斯拉一度跌超10%,马斯克弟弟抢先一步套现","url":"https://stock-news.laohu8.com/highlight/detail?id=1102890127","media":"老虎资讯综合","summary":"11月9日,特斯拉盘初一度跌超10%,创最近八个月最大单日跌幅,延续上日收跌逾4.8%的遭遇,刷新日低至1035.59美元。\n\n\n该公司CEO马斯克(又称“马一龙”)周末就出售10%持股征求网友意见,并获得“多数支持”。道琼斯新闻报道称,早在马斯克周末透露“套现意图”之前,其弟弟Kimbal Musk就已经抛售了大约1.1亿美元的特斯拉股票期权。","content":"<p>11月9日,特斯拉盘初一度跌超10%,创最近八个月最大单日跌幅,延续上日收跌逾4.8%的遭遇,刷新日低至1035.59美元。</p>\n<p>该公司CEO马斯克(又称“马一龙”)周末就出售10%持股征求网友意见,并获得“多数支持”。道琼斯新闻报道称,早在马斯克周末透露“套现意图”之前,其弟弟Kimbal Musk就已经抛售了大约1.1亿美元的特斯拉股票期权。</p>\n<p><img src=\"https://static.tigerbbs.com/1428a2db45cba9e0d341594ae3d8adbc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>特斯拉一度跌超10%,马斯克弟弟抢先一步套现</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; 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.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特斯拉一度跌超10%,马斯克弟弟抢先一步套现\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\">2021-11-09 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月9日,特斯拉盘初一度跌超10%,创最近八个月最大单日跌幅,延续上日收跌逾4.8%的遭遇,刷新日低至1035.59美元。</p>\n<p>该公司CEO马斯克(又称“马一龙”)周末就出售10%持股征求网友意见,并获得“多数支持”。道琼斯新闻报道称,早在马斯克周末透露“套现意图”之前,其弟弟Kimbal Musk就已经抛售了大约1.1亿美元的特斯拉股票期权。</p>\n<p><img src=\"https://static.tigerbbs.com/1428a2db45cba9e0d341594ae3d8adbc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102890127","content_text":"11月9日,特斯拉盘初一度跌超10%,创最近八个月最大单日跌幅,延续上日收跌逾4.8%的遭遇,刷新日低至1035.59美元。\n该公司CEO马斯克(又称“马一龙”)周末就出售10%持股征求网友意见,并获得“多数支持”。道琼斯新闻报道称,早在马斯克周末透露“套现意图”之前,其弟弟Kimbal Musk就已经抛售了大约1.1亿美元的特斯拉股票期权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842907126,"gmtCreate":1636123333118,"gmtModify":1636123538860,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"插水啊","listText":"插水啊","text":"插水啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842907126","repostId":"1184859627","repostType":4,"repost":{"id":"1184859627","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636122710,"share":"https://www.laohu8.com/m/news/1184859627?lang=&edition=full","pubTime":"2021-11-05 22:31","market":"us","language":"zh","title":"Workhorse盘中跳水,报道称该公司正遭美司法部调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1184859627","media":"老虎资讯综合","summary":"周五,电动汽车初创公司Workhorse盘中跳水,现跌8%,有报道称该公司正在接受美国司法部的调查。","content":"<p>周五,电动汽车初创公司<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>盘中跳水,现跌8%,有报道称该公司正在接受美国司法部的调查。</p>\n<p><img src=\"https://static.tigerbbs.com/7927dfaa2d5c562ddbfd74e936d8784c\" tg-width=\"840\" tg-height=\"470\" 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>Workhorse盘中跳水,报道称该公司正遭美司法部调查</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\">\nWorkhorse盘中跳水,报道称该公司正遭美司法部调查\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\">2021-11-05 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五,电动汽车初创公司<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>盘中跳水,现跌8%,有报道称该公司正在接受美国司法部的调查。</p>\n<p><img src=\"https://static.tigerbbs.com/7927dfaa2d5c562ddbfd74e936d8784c\" 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/117014a42027664caf05851d269d5de0","relate_stocks":{"WKHS":"Workhorse Group, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184859627","content_text":"周五,电动汽车初创公司Workhorse盘中跳水,现跌8%,有报道称该公司正在接受美国司法部的调查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842053416,"gmtCreate":1636121790556,"gmtModify":1636121790974,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"股价也海底捞了","listText":"股价也海底捞了","text":"股价也海底捞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842053416","repostId":"1114210443","repostType":4,"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852048612,"gmtCreate":1635227863699,"gmtModify":1635228051546,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"钱钱钱滚滚来","listText":"钱钱钱滚滚来","text":"钱钱钱滚滚来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852048612","repostId":"1171996801","repostType":4,"repost":{"id":"1171996801","kind":"news","pubTimestamp":1635226481,"share":"https://www.laohu8.com/m/news/1171996801?lang=&edition=full","pubTime":"2021-10-26 13:34","market":"us","language":"zh","title":"“我要买10万辆特斯拉!”,天量订单意味着什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171996801","media":"华尔街见闻","summary":"“我要买10万辆特斯拉!”\n日前,全球最大的汽车租赁公司之一Herz Global Holdings(赫兹)计划,在 2022 年底前向特斯拉订购 10 万辆汽车,以建立其电动汽车租赁车队。\n这笔交易","content":"<p><b>“我要买10万辆特斯拉!”</b></p>\n<p>日前,全球最大的汽车租赁公司之一Herz Global Holdings(赫兹)计划,在 2022 年底前<b>向特斯拉订购 10 万辆汽车</b>,以建立其电动汽车租赁车队。</p>\n<p>这笔交易将为特斯拉带来 42 亿美元的收入,是<b>有史以来最大的电动汽车采购</b>,并锁定了特斯拉约10%的年产能。</p>\n<p>加上Model 3 成欧洲销冠,中国市场销量新高等多重利好影响下,美东时间周一,特斯拉大涨12.66%,股价首次站上1000美元,也成为<b>首家市值突破1万亿美元大关的汽车企业。</b></p>\n<p><img src=\"https://static.tigerbbs.com/13e658031a34c68a3c6ff22bc6bb048a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>马斯克的个人财富一天飙升360亿美元至近 2890 亿美元。对于巨额订单造成的市值暴涨,马斯克表示,很奇怪(Herz订单)导致了特斯拉估值的改变,但<b>目前特斯拉的问题主要是产能问题而非需求问题。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ba127cde10ede632a2238080398b6e16\" tg-width=\"400\" tg-height=\"278\" referrerpolicy=\"no-referrer\"></p>\n<p><b>这十万大单意味着什么?大行又如何看待“万亿”特斯拉的潜力?</b>以下是见闻君为大家整理的6大重点详细资料,供你参阅:</p>\n<p><b>01</b></p>\n<p><b>Hertz将购买10万辆特斯拉</b></p>\n<p><b>电动汽车史上最大一笔交易</b></p>\n<p>2020年5月,从福特生产出T型车起便建立,有着超过百年历史的汽车租赁先驱Herz,在新冠疫情的打击下向法院申请了破产保护。</p>\n<p>2021年6月30日, Herz 正式摆脱破产危机。而在4个月后,这家租赁巨头便以42亿美元的大单高调地开启了电气化转型之路。</p>\n<p>据报道,<b>这10万辆特斯拉将在未来14个月内陆续交付,并助力 Herz 建成北美最大的电动汽车租赁车队。</b></p>\n<p>这项最终将覆盖 Herz 全球50万辆汽车和卡车的电气化计划,是该公司自6月摆脱破产以来的第一项重大计划。</p>\n<p><b>从11月初开始,特斯拉的Model 3轿车将陆续在Hertz的美国门店以及欧洲部分地区的门店出租。</b></p>\n<p>Herz 还表示,出租的特斯拉不仅可以使用特斯拉的超级充电站网络,还可以使用未来该公司自己的充电设施。</p>\n<p>这项计划也表明,这家租赁巨头对新能源汽车是相当的看好。</p>\n<p>Herz 认为,<b>特斯拉有望吸引希望尝鲜电动车的用户以及环保人士。</b>同时,相较燃油车,电动车的维护成本更低且今年在二手市场上保值率更高。</p>\n<p><b>02</b></p>\n<p><b>十万大单意味着什么?</b></p>\n<p><b>吸引受众,扩大客户范围</b></p>\n<p>这不仅仅是一笔订购量达10万辆电动汽车,总价约42亿美元的超级大单促成,更重要的是推动电动汽车成为主流。</p>\n<p><b>在这次交易中,特斯拉不仅以高价获得了巨额订单,而且还为消费者提供了试驾Model 3的途径。</b>与此同时,赫兹既可以利用人们对电动汽车兴趣吸引人们去租车,又能与汽车行业领先、性感的品牌保持一致。</p>\n<p>晨星汽车分析师David Whiston表示,<b>很多消费者想到电动汽车时,他们会想到特斯拉,而现在如果他们想租一辆特斯拉时,他们会想到赫兹。</b></p>\n<p>Whiston说,赫兹选择了一个理想时机进入游戏,如果租车者成为买家,电动汽车制造商也将受益。对于消费者来说,在几天内或周末旅行时体验驾驶电动汽车是一个很好的方式。<b>体验之后,消费者很可能从以前的观望犹豫态度而去购买。</b></p>\n<p>据称,Model 3汽车配置较高,而不是高折扣的低配车型。Whiston指出,赫兹支付价格与零售价格相当,所以<b>这不是过度生产、倾销汽车,不会降低特斯拉的利润。</b>反而长期来看,对特斯拉有益。</p>\n<p>此外,<b>特斯拉还将受益于赫茨的广告宣传</b>,该广告由七届超级碗冠军汤姆·布雷迪(Tom Brady)主演。</p>\n<p>广告内容是坦帕湾海盗队四分卫在机场租用、充电和驾驶特斯拉。标语是布雷迪的口头禅:“我们一起走吧!”</p>\n<p><b>03</b></p>\n<p><b>特斯拉Model 3成欧洲销冠</b></p>\n<p><b>在中国三季度收入猛增近80%</b></p>\n<p>汽车数据分析商Jato Dynamics的数据显示,9月份,特斯拉Model 3击败了雷诺(Renault SA)的Clio和大众的Golf等车型。</p>\n<p>这是<b>电动汽车车型的销量首次超越燃油车成为欧洲销冠,也是欧洲以外生产的汽车首次夺得欧洲销冠。</b></p>\n<p>由于缺芯,大量车企的生产被限制,发货出现延迟,这是特斯拉车型销量能超越燃油车的重要原因之一。</p>\n<p>而在中国,据乘联会的数据,<b>9月份特斯拉在中国市场的销量超过5万辆,创下历史新高。</b></p>\n<p>从收入的角度看,特斯拉向SEC递交的文件显示,<b>今年第三季度特斯拉在中国市场收入达31.13亿美元,同比大增78.5%。</b>前三季度,特斯拉在中国区实现营收90.15亿美元,占特斯拉全球收入的25%。</p>\n<p>此外,据北青网报道,10月25日,特斯拉上海研发创新中心和数据中心均已正式落成,并将于近期投入使用,这是特斯拉在海外的首家整车研发中心。</p>\n<p><b>04</b></p>\n<p><b>二手车市场model3备受青睐</b></p>\n<p><b>售价有时甚至比新车还要高</b></p>\n<p>不光在新车市场,由于供应链危机以美国的税收补贴政策,Model3在二手市场上也大受青睐。</p>\n<p>据市场研究公司iSeecars的最新研究表明,<b>二手特斯拉Model 3现在是美国最畅销的二手车,其售价有时甚至比新车还要高。</b></p>\n<p><img src=\"https://static.tigerbbs.com/833c11500c39775f158d782a9e6a90c1\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>华尔街见闻此前曾分析过<b>美国二手车涨价更多是基于供求关系的结果。</b>作为美国汽车消费市场占据主导地位二手车方面,美国租车公司的新车一般会在一年后(或更短时间内)作为二手车被卖出。而 2020年新冠疫情迫使租车公司大幅削减新车购买,导致目前进入市场的二手车数量锐减;新车方面,芯片短缺限制了新车制造的进展,这又迫使部分急用车的消费者不得不选择二手车,一些准新车进入二手车市场交易的价格,甚至比购买新车时还高。</p>\n<p><img src=\"https://static.tigerbbs.com/a180aed26c93080b485b751c82dd3be6\" tg-width=\"500\" tg-height=\"374\" referrerpolicy=\"no-referrer\"></p>\n<p>尽管经济重启、社交开放基础下的超高涨幅不可持续,但美国汽车市场的供给缺口并不是短期可以弥补的。相应地,<b>二手车价格上涨对通胀的影响也不太可能是暂时的。</b></p>\n<p>如此看来,一掷千金、高调复出的 Herz,没准真由此开启了自己的涅槃之路。</p>\n<p><b>05</b></p>\n<p><b>摩根士丹利重磅看多研报</b></p>\n<p><b>“他们正在建造未来汽车工厂”</b></p>\n<p>在行业普遍受到消极影响的时刻,特斯拉三季度生产和交付量均创新高,还实现了有史以来最好的净利润、营业利润和毛利率。</p>\n<p><b>摩根士丹利周日刚刚将特斯拉的目标价格上调33%,从每股 900 美元上调至 1,200 美元。</b></p>\n<p>摩根士丹利分析师指出,现在看到的特斯拉,是疫情之前市值不到1000亿美元的特斯拉。<b>未来12到18个月,随着特斯拉在流程、成本、产能等方面的进一步改变,以及汽车用户基础的更高增长,特斯拉的在制造领域的领先地位会逐渐显现,并且将展示出万亿美元市值的潜力。</b></p>\n<p>摩根士丹利表示,修正预测是特斯拉制造能力不断变化的结果。这是一家把“不断降低价格、扩大细分市场、提高产品对消费者的可及性”作为目标的公司。市场低估了特斯拉在汽车设计和制造方面为市场带来突破性创新的能力。</p>\n<p>摩根士丹利分析师认为,虽然特斯拉 Model 3 和 Model Y 可能代表了电动汽车的“T型车时刻”,但电动汽车行业的“流水装配线”时刻还未出现。<b>那一刻即将到来,而特斯拉处于独特的位置,并且很有可能在汽车制造变革的中心突破界限。</b></p>\n<p><i>(在1908年福特推出T型车之前,美国一辆汽车的平均价格超过80000美元(今天的美元价值)。T型车将这个价格降低到大约25000美元,但直到1913年流水装配线出现,消费者才看到T型车的价格下降到大约3500美元。)</i></p>\n<p>摩根士丹利认为,<b>特斯拉有机会彻底改造汽车生产和工厂的汽车制造流程。</b></p>\n<p>减少零部件数量、提高底盘性能,再加上特斯拉正在开发和测试的新电池组设计,有可能使汽车生产的可变成本发生重大变化。为了达到这一目的,埃隆·马斯克2020年开始从意大利IDRA集团购买Giga Press,用于生产特斯拉Model Y。</p>\n<p><img src=\"https://static.tigerbbs.com/0460c87155ce1c39070470db4e731f0d\" tg-width=\"610\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p>\n<p>Giga Press是世界上最大的用于铸造和生产汽车后车身等零部件的铸造机。<b>使用Giga Press进行铸造预计将减少约70个零部件,并将后车身成本降低40%。</b>当扩展到整个车身和电池时,Giga Press预计将减少370个零件,减少10%的质量,并有可能增加14%的里程。</p>\n<p><b>“他们正在建造未来的汽车工厂。”</b>摩根士丹利如此说。</p>\n<p><b>06</b></p>\n<p><b>特斯拉市值首破万亿</b></p>\n<p><b>马斯克身家达2886亿美元</b></p>\n<p>10万辆巨额订单来袭,Model 3 成欧洲销冠,中国市场销量新高等多重利好影响下,特斯拉股价周一暴涨12.66%,市值上涨1157.44亿美元,约合7391亿人民币。</p>\n<p>截至美东时间周一收盘,特斯拉股价已经突破1000美元,市值已经突破一万亿美元。</p>\n<p>从2010年6月上市以来,<b>特斯拉只用了短短11年就突破1万亿美元市值</b>,上升速度之快仅次于脸书(Facebook),后者因为过去两个月遭到抛售,市值已经跌到了1万亿美元以下。在万亿美元市值俱乐部中,其他的美国上市公司只有苹果、微软、Alphabet Inc.和亚马逊。</p>\n<p><img src=\"https://static.tigerbbs.com/84e49dd19c2cf4050dc454b66463b1c0\" tg-width=\"400\" tg-height=\"267\" referrerpolicy=\"no-referrer\"></p>\n<p>随着特斯拉股价的上涨,<b>马斯克的个人财富也急剧飙升,其个人财富一天飙升362亿美元至2886亿美元。</b></p>\n<p>这是彭博社亿万富翁指数有史以来最大的单日涨幅,超过了钟睒睒去年瓶装水公司农夫山泉上市时320亿美元的身家涨幅。</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>“我要买10万辆特斯拉!”,天量订单意味着什么?</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“我要买10万辆特斯拉!”,天量订单意味着什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 13:34 北京时间 <a href=https://mp.weixin.qq.com/s/L7WX3Gc3xrHVGEFT5cOlXQ><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“我要买10万辆特斯拉!”\n日前,全球最大的汽车租赁公司之一Herz Global Holdings(赫兹)计划,在 2022 年底前向特斯拉订购 10 万辆汽车,以建立其电动汽车租赁车队。\n这笔交易将为特斯拉带来 42 亿美元的收入,是有史以来最大的电动汽车采购,并锁定了特斯拉约10%的年产能。\n加上Model 3 成欧洲销冠,中国市场销量新高等多重利好影响下,美东时间周一,特斯拉大涨...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/L7WX3Gc3xrHVGEFT5cOlXQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba127cde10ede632a2238080398b6e16","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/L7WX3Gc3xrHVGEFT5cOlXQ","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1171996801","content_text":"“我要买10万辆特斯拉!”\n日前,全球最大的汽车租赁公司之一Herz Global Holdings(赫兹)计划,在 2022 年底前向特斯拉订购 10 万辆汽车,以建立其电动汽车租赁车队。\n这笔交易将为特斯拉带来 42 亿美元的收入,是有史以来最大的电动汽车采购,并锁定了特斯拉约10%的年产能。\n加上Model 3 成欧洲销冠,中国市场销量新高等多重利好影响下,美东时间周一,特斯拉大涨12.66%,股价首次站上1000美元,也成为首家市值突破1万亿美元大关的汽车企业。\n\n马斯克的个人财富一天飙升360亿美元至近 2890 亿美元。对于巨额订单造成的市值暴涨,马斯克表示,很奇怪(Herz订单)导致了特斯拉估值的改变,但目前特斯拉的问题主要是产能问题而非需求问题。\n\n这十万大单意味着什么?大行又如何看待“万亿”特斯拉的潜力?以下是见闻君为大家整理的6大重点详细资料,供你参阅:\n01\nHertz将购买10万辆特斯拉\n电动汽车史上最大一笔交易\n2020年5月,从福特生产出T型车起便建立,有着超过百年历史的汽车租赁先驱Herz,在新冠疫情的打击下向法院申请了破产保护。\n2021年6月30日, Herz 正式摆脱破产危机。而在4个月后,这家租赁巨头便以42亿美元的大单高调地开启了电气化转型之路。\n据报道,这10万辆特斯拉将在未来14个月内陆续交付,并助力 Herz 建成北美最大的电动汽车租赁车队。\n这项最终将覆盖 Herz 全球50万辆汽车和卡车的电气化计划,是该公司自6月摆脱破产以来的第一项重大计划。\n从11月初开始,特斯拉的Model 3轿车将陆续在Hertz的美国门店以及欧洲部分地区的门店出租。\nHerz 还表示,出租的特斯拉不仅可以使用特斯拉的超级充电站网络,还可以使用未来该公司自己的充电设施。\n这项计划也表明,这家租赁巨头对新能源汽车是相当的看好。\nHerz 认为,特斯拉有望吸引希望尝鲜电动车的用户以及环保人士。同时,相较燃油车,电动车的维护成本更低且今年在二手市场上保值率更高。\n02\n十万大单意味着什么?\n吸引受众,扩大客户范围\n这不仅仅是一笔订购量达10万辆电动汽车,总价约42亿美元的超级大单促成,更重要的是推动电动汽车成为主流。\n在这次交易中,特斯拉不仅以高价获得了巨额订单,而且还为消费者提供了试驾Model 3的途径。与此同时,赫兹既可以利用人们对电动汽车兴趣吸引人们去租车,又能与汽车行业领先、性感的品牌保持一致。\n晨星汽车分析师David Whiston表示,很多消费者想到电动汽车时,他们会想到特斯拉,而现在如果他们想租一辆特斯拉时,他们会想到赫兹。\nWhiston说,赫兹选择了一个理想时机进入游戏,如果租车者成为买家,电动汽车制造商也将受益。对于消费者来说,在几天内或周末旅行时体验驾驶电动汽车是一个很好的方式。体验之后,消费者很可能从以前的观望犹豫态度而去购买。\n据称,Model 3汽车配置较高,而不是高折扣的低配车型。Whiston指出,赫兹支付价格与零售价格相当,所以这不是过度生产、倾销汽车,不会降低特斯拉的利润。反而长期来看,对特斯拉有益。\n此外,特斯拉还将受益于赫茨的广告宣传,该广告由七届超级碗冠军汤姆·布雷迪(Tom Brady)主演。\n广告内容是坦帕湾海盗队四分卫在机场租用、充电和驾驶特斯拉。标语是布雷迪的口头禅:“我们一起走吧!”\n03\n特斯拉Model 3成欧洲销冠\n在中国三季度收入猛增近80%\n汽车数据分析商Jato Dynamics的数据显示,9月份,特斯拉Model 3击败了雷诺(Renault SA)的Clio和大众的Golf等车型。\n这是电动汽车车型的销量首次超越燃油车成为欧洲销冠,也是欧洲以外生产的汽车首次夺得欧洲销冠。\n由于缺芯,大量车企的生产被限制,发货出现延迟,这是特斯拉车型销量能超越燃油车的重要原因之一。\n而在中国,据乘联会的数据,9月份特斯拉在中国市场的销量超过5万辆,创下历史新高。\n从收入的角度看,特斯拉向SEC递交的文件显示,今年第三季度特斯拉在中国市场收入达31.13亿美元,同比大增78.5%。前三季度,特斯拉在中国区实现营收90.15亿美元,占特斯拉全球收入的25%。\n此外,据北青网报道,10月25日,特斯拉上海研发创新中心和数据中心均已正式落成,并将于近期投入使用,这是特斯拉在海外的首家整车研发中心。\n04\n二手车市场model3备受青睐\n售价有时甚至比新车还要高\n不光在新车市场,由于供应链危机以美国的税收补贴政策,Model3在二手市场上也大受青睐。\n据市场研究公司iSeecars的最新研究表明,二手特斯拉Model 3现在是美国最畅销的二手车,其售价有时甚至比新车还要高。\n\n华尔街见闻此前曾分析过美国二手车涨价更多是基于供求关系的结果。作为美国汽车消费市场占据主导地位二手车方面,美国租车公司的新车一般会在一年后(或更短时间内)作为二手车被卖出。而 2020年新冠疫情迫使租车公司大幅削减新车购买,导致目前进入市场的二手车数量锐减;新车方面,芯片短缺限制了新车制造的进展,这又迫使部分急用车的消费者不得不选择二手车,一些准新车进入二手车市场交易的价格,甚至比购买新车时还高。\n\n尽管经济重启、社交开放基础下的超高涨幅不可持续,但美国汽车市场的供给缺口并不是短期可以弥补的。相应地,二手车价格上涨对通胀的影响也不太可能是暂时的。\n如此看来,一掷千金、高调复出的 Herz,没准真由此开启了自己的涅槃之路。\n05\n摩根士丹利重磅看多研报\n“他们正在建造未来汽车工厂”\n在行业普遍受到消极影响的时刻,特斯拉三季度生产和交付量均创新高,还实现了有史以来最好的净利润、营业利润和毛利率。\n摩根士丹利周日刚刚将特斯拉的目标价格上调33%,从每股 900 美元上调至 1,200 美元。\n摩根士丹利分析师指出,现在看到的特斯拉,是疫情之前市值不到1000亿美元的特斯拉。未来12到18个月,随着特斯拉在流程、成本、产能等方面的进一步改变,以及汽车用户基础的更高增长,特斯拉的在制造领域的领先地位会逐渐显现,并且将展示出万亿美元市值的潜力。\n摩根士丹利表示,修正预测是特斯拉制造能力不断变化的结果。这是一家把“不断降低价格、扩大细分市场、提高产品对消费者的可及性”作为目标的公司。市场低估了特斯拉在汽车设计和制造方面为市场带来突破性创新的能力。\n摩根士丹利分析师认为,虽然特斯拉 Model 3 和 Model Y 可能代表了电动汽车的“T型车时刻”,但电动汽车行业的“流水装配线”时刻还未出现。那一刻即将到来,而特斯拉处于独特的位置,并且很有可能在汽车制造变革的中心突破界限。\n(在1908年福特推出T型车之前,美国一辆汽车的平均价格超过80000美元(今天的美元价值)。T型车将这个价格降低到大约25000美元,但直到1913年流水装配线出现,消费者才看到T型车的价格下降到大约3500美元。)\n摩根士丹利认为,特斯拉有机会彻底改造汽车生产和工厂的汽车制造流程。\n减少零部件数量、提高底盘性能,再加上特斯拉正在开发和测试的新电池组设计,有可能使汽车生产的可变成本发生重大变化。为了达到这一目的,埃隆·马斯克2020年开始从意大利IDRA集团购买Giga Press,用于生产特斯拉Model Y。\n\nGiga Press是世界上最大的用于铸造和生产汽车后车身等零部件的铸造机。使用Giga Press进行铸造预计将减少约70个零部件,并将后车身成本降低40%。当扩展到整个车身和电池时,Giga Press预计将减少370个零件,减少10%的质量,并有可能增加14%的里程。\n“他们正在建造未来的汽车工厂。”摩根士丹利如此说。\n06\n特斯拉市值首破万亿\n马斯克身家达2886亿美元\n10万辆巨额订单来袭,Model 3 成欧洲销冠,中国市场销量新高等多重利好影响下,特斯拉股价周一暴涨12.66%,市值上涨1157.44亿美元,约合7391亿人民币。\n截至美东时间周一收盘,特斯拉股价已经突破1000美元,市值已经突破一万亿美元。\n从2010年6月上市以来,特斯拉只用了短短11年就突破1万亿美元市值,上升速度之快仅次于脸书(Facebook),后者因为过去两个月遭到抛售,市值已经跌到了1万亿美元以下。在万亿美元市值俱乐部中,其他的美国上市公司只有苹果、微软、Alphabet Inc.和亚马逊。\n\n随着特斯拉股价的上涨,马斯克的个人财富也急剧飙升,其个人财富一天飙升362亿美元至2886亿美元。\n这是彭博社亿万富翁指数有史以来最大的单日涨幅,超过了钟睒睒去年瓶装水公司农夫山泉上市时320亿美元的身家涨幅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856320770,"gmtCreate":1635152917977,"gmtModify":1635152918344,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASX\">$日月光半导体(ASX)$</a>半导体都在上升趋势,这家好像还没启动引擎。","listText":"<a href=\"https://laohu8.com/S/ASX\">$日月光半导体(ASX)$</a>半导体都在上升趋势,这家好像还没启动引擎。","text":"$日月光半导体(ASX)$半导体都在上升趋势,这家好像还没启动引擎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856320770","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858229840,"gmtCreate":1635062025206,"gmtModify":1635062025546,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"巨大潜力","listText":"巨大潜力","text":"巨大潜力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858229840","repostId":"1121651703","repostType":4,"repost":{"id":"1121651703","kind":"news","pubTimestamp":1635060710,"share":"https://www.laohu8.com/m/news/1121651703?lang=&edition=full","pubTime":"2021-10-24 15:31","market":"hk","language":"zh","title":"王健林,再来一局","url":"https://stock-news.laohu8.com/highlight/detail?id=1121651703","media":"凤凰WEEKLY地产","summary":"“万达商管要在2023年11月前上市”。\n创业以来,王健林打过无数的赌,2018年的这个,到现在很多人还记得。\n如今,这个诺言似乎要提前兑现了。\n10月21日晚间,珠海万达商业管理在港交所递交招股书。","content":"<p>“万达商管要在2023年11月前上市”。</p>\n<p>创业以来,王健林打过无数的赌,2018年的这个,到现在很多人还记得。</p>\n<p>如今,这个诺言似乎要提前兑现了。</p>\n<p>10月21日晚间,珠海万达商业管理在港交所递交招股书。</p>\n<p>王健林,要回来了。380个商业广场,是他重整旗鼓回归资本市场的新赌注。</p>\n<p><b>加速键</b></p>\n<p>按下加速键,是从8月开始。</p>\n<p>8月2日,国际评级机构惠誉确认大连万达商业管理集团评级为BB+,万达商业地产(香港)为BB,展望为稳定。其中,万达商管独立信用状况为BBB+,但鉴于母公司万达集团的杠杆率较高,惠誉评定万达商管为BB+,系信用等级中的中间等级。</p>\n<p>当时业内有分析,惠誉的评级体现了资本市场对万达商业的积极态度,未来展望的“稳定”定位,可以看做是万达商管下半场的强力背书。</p>\n<p>同一天,大连万达商管宣布肖广瑞辞去公司总裁职务,另聘老将任齐界担任公司总裁,也被外界解读为为赴港上市作准备。“珠海万达商管作为上市主体,肖广瑞不能同时兼任母公司总裁,作为王健林的肱股老臣,齐界被看做是有力的人选。”分析人士对媒体称。</p>\n<p><img src=\"https://static.tigerbbs.com/288a10e4e6eafd6ab39edd167aef0e09\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>彼时已有传言,万达商管计划提交IPO申请的时间是8月,融资规模约为30亿-40亿美元,承销商为<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>。</p>\n<p>不久后,传言成真。</p>\n<p>8月20日,证监会披露了珠海万达商管《境外首次公开发行股份(包括普通股、优先股等各类股票及股票的派生形式)审批》材料。两个月后,珠海万达商管的境外上市申请获得了受理。</p>\n<p>进入9月份,据媒体报道,17日万达商管获得一笔价值468亿港元的Pre-IPO融资,投资方包括PAG太盟集团、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、蚂蚁金服。</p>\n<p>上半年,离开持续近6年的A股IPO队伍后,“遗憾”、“离场”、“失落”成为各大新闻头条标题中放在万达商管之前的字眼。</p>\n<p>港交所的这份招股书,让这种悲情的气氛,彻底打破。</p>\n<p><b>一波三折</b></p>\n<p>距离万达商管上一次从港交所退市,正好是五年。</p>\n<p>2014年年末,万达商管前身万达商业登陆港交所,成为当年港股规模最大的IPO。但彼时万达商业的股价非常低迷,其每股收益6.6元人民币,每股净资产39.8元人民币。</p>\n<p>上市不到两年,2016年9月,万达商业退市了。</p>\n<p>王健林在央视《对话》节目中表示,“不能对不起我的朋友和股东,所以我们一定要私有化”,他认为,公司价值被低估了。</p>\n<p>在王健林看来,香港市场对于万达商业的认可度并不高,投资者并不看好,万达在香港的股市远没有达到他的预期,这也使王健林从香港退市后,随即启动了内地IPO。</p>\n<p><img src=\"https://static.tigerbbs.com/719ae0b6a10f51f4d4a21a220287d054\" tg-width=\"1080\" tg-height=\"899\" referrerpolicy=\"no-referrer\"></p>\n<p>此后,万达商业开始以商场、酒店、文旅等与房地产关系密切的项目为抓手,进行“轻资产化”,甚至将万达商业地产股份有限公司更名为万达商业管理集团,并宣布放弃房地产开发,进行商业管理运营。</p>\n<p>虽然万达主动求变、全面转型的心“日月可鉴”,上市的期待值也是满满,但天不遂人愿。</p>\n<p>2016年开始,整个房地产行业的语境发生变化,多家已经提交材料的企业进入了漫长的IPO等待的队伍,这支队伍里,有恒大,也有富力。</p>\n<p>最终在今年3月,持续了5年之久的IPO排队路戛然而止,万达商管宣布撤回上市申请。</p>\n<p>万达官方回应称,此举是从公司战略发展角度出发,对公司资产进行重组,以便更好在境内外平台上市。</p>\n<p>彼时也有分析称,随着内地物业管理公司和商业管理公司掀起赴港IPO热潮,尤其是有<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>上市募资120亿港元、市值近1200亿的“榜样力量”,加速了万达商管回归香港资本市场的脚步。</p>\n<p>撤回A股上市申请5天后,答案好像出来了。</p>\n<p>万达商管集团与珠海市政府签署协议,将重组后的万达轻资产商管公司落户珠海横琴,同时珠海国资委出资30亿战投入股万达轻资产商管公司。</p>\n<p>珠海万达商业管理集团股份有限公司(珠海万达商管),被大众看做是万达系最年轻的轻资产平台。</p>\n<p>万达方面称,此次万达商业要彻底轻资产化,进行轻资产重组之后的万达商业,或会受到资本市场青睐。</p>\n<p>有人做出了这样的判断,王建林选择了主动求变,而不是被动等待。</p>\n<p><b>避“重”就“轻”</b></p>\n<p>如今的万达商管,是多年前万达对自己进行的一次大手术的产物。</p>\n<p>2017年,银监会要求排查海外投资较猛在银行敞口较大的民营企业集团,外界的目光集中在大举进行海外娱乐资产投资的万达。同年,万达曝出资金链危机。也就是从这时起,万达商管,这个王健林口中的“核心企业”开始了转型轻资产来断臂求生的漫长道路。</p>\n<p>为了从重资产转型轻资产从而降低杠杆,万达显示出壮士断腕的决心。2017年7月,万达商业将77个酒店卖给了富力,又将13个文旅项目卖给了融创,两项交易换了637.5亿元。</p>\n<p>海外项目也开始陆续清空,据统计,自2018年起,万达已通过出手海外资产套现206.96亿元。其中,今年5月,万达接近清空其在美国最大连锁电影院运营商同时也是万达在海外的第一笔项目AMC的股权,累计回笼资金14.76亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/745064063847e0cd092e55e4a7d2bfcb\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>2018年1月,万达商业更名为万达商管集团,宣布今后不再进行房地产开发,成为纯粹的商业管理运营企业,并将于未来1到2年逐渐消化掉房地产业务。</p>\n<p>同年,万达地产集团成立。此后,万达商管的地产开发项目逐渐转移到了万达地产集团里。2019年底,万达商管集团完成房地产剥离,至此成为了纯粹的商业运营管理企业。</p>\n<p><b>前路</b></p>\n<p>今年8月公开的评级中,惠誉预计,2021年万达商业的经常性收入将增长18%至420亿元,主要原因是其可出租楼面面积预计将扩大11%,且2021年将比2020年多一个月租金。</p>\n<p>同时也指出,尽管今年受政策影响,信贷环境有所减弱,但万达商业已对2021年7月底前到期的全部367亿元人民币在岸债券进行了再融资或偿还。</p>\n<p>招股书显示,2021年上半年,珠海万达商管收入约106.36亿元,期内溢利约6.56亿元。截至2021年6月30日,珠海万达商管管理380个商业广场,其中独立第三方商业广场数量106个,占总在管商业广场数量的27.9%,在管建筑面积共5420万平方米。</p>\n<p>财务方面,截至2021年6月30日,珠海万达商管的负债总额约155.35亿元,流动比率为1.18,资产负债率0.80。</p>\n<p><img src=\"https://static.tigerbbs.com/f6c56a5bdd19f243002b530230c8078f\" tg-width=\"595\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p>\n<p>业内称,随着万达商业采用轻资产模式购物中心的增多,其资本支出需求也将减少。而且现阶段看来,对于转型为轻资产运营公司的万达商管,负债率在合理的范围内。如果成功上市,储备资金也将更加雄厚,可支撑公司长期发展。</p>\n<p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>研究院商业地产分析师郑中认为,珠海万达商管定位全轻资产模式,并通过较强的项目拓展能力积累了较为可观的第三方商管项目;对于独立第三方项目,通过项目净收益分成,与第三方业主的利益形成强绑定,可持续性较高。郑中认为,珠海万达商管上市后,将会为母公司带来更多机遇。</p>\n<p>但前路似乎很难全是鲜花。</p>\n<p>汇生国际融资总裁黄立冲对《凤凰WEEKLY地产》表示,商业地产板块房地产还是不济市场大背景不太乐观,一是疫情影响,二是政策方面国家收紧房地产融资。“2014年的恒指也是在26000点左右,7年过去了恒生指数还在原位,但是成分股已经换成了很多互联网类别,预计前景比以前更加差”。</p>\n<p>对于万达商管上市后的表现,黄立冲表示,不排除万达商业会重新遭遇此前的估值落差,而且轻资产平台倚仗的进行品牌输出的品牌并非商业地产经营成功的决定性因素。“如果当年的气氛能做到的估值令王健林不满意,除非7年过后其期待值大幅调整了,否则照样更加不满意。”</p>","source":"lsy1635060731697","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>王健林,再来一局</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王健林,再来一局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-24 15:31 北京时间 <a href=https://mp.weixin.qq.com/s/KL9CHDxE1SeqID52_rNdPQ><strong>凤凰WEEKLY地产</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“万达商管要在2023年11月前上市”。\n创业以来,王健林打过无数的赌,2018年的这个,到现在很多人还记得。\n如今,这个诺言似乎要提前兑现了。\n10月21日晚间,珠海万达商业管理在港交所递交招股书。\n王健林,要回来了。380个商业广场,是他重整旗鼓回归资本市场的新赌注。\n加速键\n按下加速键,是从8月开始。\n8月2日,国际评级机构惠誉确认大连万达商业管理集团评级为BB+,万达商业地产(香港)为BB...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KL9CHDxE1SeqID52_rNdPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d3f5e344b9bcf5749c9f8e15e2dd9c15","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/KL9CHDxE1SeqID52_rNdPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121651703","content_text":"“万达商管要在2023年11月前上市”。\n创业以来,王健林打过无数的赌,2018年的这个,到现在很多人还记得。\n如今,这个诺言似乎要提前兑现了。\n10月21日晚间,珠海万达商业管理在港交所递交招股书。\n王健林,要回来了。380个商业广场,是他重整旗鼓回归资本市场的新赌注。\n加速键\n按下加速键,是从8月开始。\n8月2日,国际评级机构惠誉确认大连万达商业管理集团评级为BB+,万达商业地产(香港)为BB,展望为稳定。其中,万达商管独立信用状况为BBB+,但鉴于母公司万达集团的杠杆率较高,惠誉评定万达商管为BB+,系信用等级中的中间等级。\n当时业内有分析,惠誉的评级体现了资本市场对万达商业的积极态度,未来展望的“稳定”定位,可以看做是万达商管下半场的强力背书。\n同一天,大连万达商管宣布肖广瑞辞去公司总裁职务,另聘老将任齐界担任公司总裁,也被外界解读为为赴港上市作准备。“珠海万达商管作为上市主体,肖广瑞不能同时兼任母公司总裁,作为王健林的肱股老臣,齐界被看做是有力的人选。”分析人士对媒体称。\n\n彼时已有传言,万达商管计划提交IPO申请的时间是8月,融资规模约为30亿-40亿美元,承销商为中信证券、瑞士信贷和摩根大通。\n不久后,传言成真。\n8月20日,证监会披露了珠海万达商管《境外首次公开发行股份(包括普通股、优先股等各类股票及股票的派生形式)审批》材料。两个月后,珠海万达商管的境外上市申请获得了受理。\n进入9月份,据媒体报道,17日万达商管获得一笔价值468亿港元的Pre-IPO融资,投资方包括PAG太盟集团、碧桂园、腾讯、蚂蚁金服。\n上半年,离开持续近6年的A股IPO队伍后,“遗憾”、“离场”、“失落”成为各大新闻头条标题中放在万达商管之前的字眼。\n港交所的这份招股书,让这种悲情的气氛,彻底打破。\n一波三折\n距离万达商管上一次从港交所退市,正好是五年。\n2014年年末,万达商管前身万达商业登陆港交所,成为当年港股规模最大的IPO。但彼时万达商业的股价非常低迷,其每股收益6.6元人民币,每股净资产39.8元人民币。\n上市不到两年,2016年9月,万达商业退市了。\n王健林在央视《对话》节目中表示,“不能对不起我的朋友和股东,所以我们一定要私有化”,他认为,公司价值被低估了。\n在王健林看来,香港市场对于万达商业的认可度并不高,投资者并不看好,万达在香港的股市远没有达到他的预期,这也使王健林从香港退市后,随即启动了内地IPO。\n\n此后,万达商业开始以商场、酒店、文旅等与房地产关系密切的项目为抓手,进行“轻资产化”,甚至将万达商业地产股份有限公司更名为万达商业管理集团,并宣布放弃房地产开发,进行商业管理运营。\n虽然万达主动求变、全面转型的心“日月可鉴”,上市的期待值也是满满,但天不遂人愿。\n2016年开始,整个房地产行业的语境发生变化,多家已经提交材料的企业进入了漫长的IPO等待的队伍,这支队伍里,有恒大,也有富力。\n最终在今年3月,持续了5年之久的IPO排队路戛然而止,万达商管宣布撤回上市申请。\n万达官方回应称,此举是从公司战略发展角度出发,对公司资产进行重组,以便更好在境内外平台上市。\n彼时也有分析称,随着内地物业管理公司和商业管理公司掀起赴港IPO热潮,尤其是有华润万象生活上市募资120亿港元、市值近1200亿的“榜样力量”,加速了万达商管回归香港资本市场的脚步。\n撤回A股上市申请5天后,答案好像出来了。\n万达商管集团与珠海市政府签署协议,将重组后的万达轻资产商管公司落户珠海横琴,同时珠海国资委出资30亿战投入股万达轻资产商管公司。\n珠海万达商业管理集团股份有限公司(珠海万达商管),被大众看做是万达系最年轻的轻资产平台。\n万达方面称,此次万达商业要彻底轻资产化,进行轻资产重组之后的万达商业,或会受到资本市场青睐。\n有人做出了这样的判断,王建林选择了主动求变,而不是被动等待。\n避“重”就“轻”\n如今的万达商管,是多年前万达对自己进行的一次大手术的产物。\n2017年,银监会要求排查海外投资较猛在银行敞口较大的民营企业集团,外界的目光集中在大举进行海外娱乐资产投资的万达。同年,万达曝出资金链危机。也就是从这时起,万达商管,这个王健林口中的“核心企业”开始了转型轻资产来断臂求生的漫长道路。\n为了从重资产转型轻资产从而降低杠杆,万达显示出壮士断腕的决心。2017年7月,万达商业将77个酒店卖给了富力,又将13个文旅项目卖给了融创,两项交易换了637.5亿元。\n海外项目也开始陆续清空,据统计,自2018年起,万达已通过出手海外资产套现206.96亿元。其中,今年5月,万达接近清空其在美国最大连锁电影院运营商同时也是万达在海外的第一笔项目AMC的股权,累计回笼资金14.76亿美元。\n\n2018年1月,万达商业更名为万达商管集团,宣布今后不再进行房地产开发,成为纯粹的商业管理运营企业,并将于未来1到2年逐渐消化掉房地产业务。\n同年,万达地产集团成立。此后,万达商管的地产开发项目逐渐转移到了万达地产集团里。2019年底,万达商管集团完成房地产剥离,至此成为了纯粹的商业运营管理企业。\n前路\n今年8月公开的评级中,惠誉预计,2021年万达商业的经常性收入将增长18%至420亿元,主要原因是其可出租楼面面积预计将扩大11%,且2021年将比2020年多一个月租金。\n同时也指出,尽管今年受政策影响,信贷环境有所减弱,但万达商业已对2021年7月底前到期的全部367亿元人民币在岸债券进行了再融资或偿还。\n招股书显示,2021年上半年,珠海万达商管收入约106.36亿元,期内溢利约6.56亿元。截至2021年6月30日,珠海万达商管管理380个商业广场,其中独立第三方商业广场数量106个,占总在管商业广场数量的27.9%,在管建筑面积共5420万平方米。\n财务方面,截至2021年6月30日,珠海万达商管的负债总额约155.35亿元,流动比率为1.18,资产负债率0.80。\n\n业内称,随着万达商业采用轻资产模式购物中心的增多,其资本支出需求也将减少。而且现阶段看来,对于转型为轻资产运营公司的万达商管,负债率在合理的范围内。如果成功上市,储备资金也将更加雄厚,可支撑公司长期发展。\n贝壳研究院商业地产分析师郑中认为,珠海万达商管定位全轻资产模式,并通过较强的项目拓展能力积累了较为可观的第三方商管项目;对于独立第三方项目,通过项目净收益分成,与第三方业主的利益形成强绑定,可持续性较高。郑中认为,珠海万达商管上市后,将会为母公司带来更多机遇。\n但前路似乎很难全是鲜花。\n汇生国际融资总裁黄立冲对《凤凰WEEKLY地产》表示,商业地产板块房地产还是不济市场大背景不太乐观,一是疫情影响,二是政策方面国家收紧房地产融资。“2014年的恒指也是在26000点左右,7年过去了恒生指数还在原位,但是成分股已经换成了很多互联网类别,预计前景比以前更加差”。\n对于万达商管上市后的表现,黄立冲表示,不排除万达商业会重新遭遇此前的估值落差,而且轻资产平台倚仗的进行品牌输出的品牌并非商业地产经营成功的决定性因素。“如果当年的气氛能做到的估值令王健林不满意,除非7年过后其期待值大幅调整了,否则照样更加不满意。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":874192741,"gmtCreate":1637739875186,"gmtModify":1637739875379,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/06118\">$奥星生命科技(06118)$</a>典型老千股,大家注意。会叫大家继续买升,还写一大堆理论叫你们买。最重要的是不断叫你发买入股证据和持仓股票证据给他们,这样他们才可以和上头抽佣金。大家小心!近期一定暴跌。","text":"$奥星生命科技(06118)$典型老千股,大家注意。会叫大家继续买升,还写一大堆理论叫你们买。最重要的是不断叫你发买入股证据和持仓股票证据给他们,这样他们才可以和上头抽佣金。大家小心!近期一定暴跌。","images":[{"img":"https://static.tigerbbs.com/69c88b2224f72980f227d150daf8912a","width":"1080","height":"2115"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/861328896","isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":826762514,"gmtCreate":1634055801945,"gmtModify":1634055802266,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a 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good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175445105","repostId":"1164478982","repostType":4,"repost":{"id":"1164478982","kind":"news","pubTimestamp":1626995319,"share":"https://www.laohu8.com/m/news/1164478982?lang=&edition=full","pubTime":"2021-07-23 07:08","market":"us","language":"en","title":"Wall Street ekes out gains, led by tech, growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1164478982","media":"Reuters","summary":"NEW YORK - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.A pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture thei","content":"<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.</p>\n<p>A pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.</p>\n<p>But megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.</p>\n<p>All three major U.S. stock indexes ended the session within 1% of their record closing highs.</p>\n<p>Growth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.</p>\n<p>“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.</p>\n<p>The number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.</p>\n<p>Market participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.</p>\n<p>“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”</p>\n<p>“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.</p>\n<p>Benchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.</p>\n<p>The Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.</p>\n<p>Of the 11 major sectors of the S&P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.</p>\n<p>The second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.</p>\n<p>Drugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.</p>\n<p>Southwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.</p>\n<p>The S&P 1500 Airlines index ended the session off 1.7%.</p>\n<p>Shares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.</p>\n<p>The Philadelphia SE Semiconductor index ended the session down 0.9%.</p>\n<p>Chipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.</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>Wall Street ekes out gains, led by tech, growth stocks</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ekes out gains, led by tech, growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 07:08 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164478982","content_text":"NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.\nA pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.\nBut megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, Facebook Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.\nAll three major U.S. stock indexes ended the session within 1% of their record closing highs.\nGrowth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.\n“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.\nThe number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.\nMarket participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.\n“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”\n“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.\nBenchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.\nThe Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.\nOf the 11 major sectors of the S&P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.\nThe second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.\nDrugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.\nSouthwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.\nThe S&P 1500 Airlines index ended the session off 1.7%.\nShares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.\nThe Philadelphia SE Semiconductor index ended the session down 0.9%.\nChipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815121118,"gmtCreate":1630658055234,"gmtModify":1631888177754,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01490\">$网上车市(01490)$</a>这个最近一直发放利好消息,大家一起来看好戏。100%准割韭菜股。已经在各大媒体、群聊里怂恿新手们上车,想看戏的可以买好位置跟着一起坐过山车!yeah![捂嘴] [捂嘴] ","listText":"<a href=\"https://laohu8.com/S/01490\">$网上车市(01490)$</a>这个最近一直发放利好消息,大家一起来看好戏。100%准割韭菜股。已经在各大媒体、群聊里怂恿新手们上车,想看戏的可以买好位置跟着一起坐过山车!yeah![捂嘴] [捂嘴] ","text":"$网上车市(01490)$这个最近一直发放利好消息,大家一起来看好戏。100%准割韭菜股。已经在各大媒体、群聊里怂恿新手们上车,想看戏的可以买好位置跟着一起坐过山车!yeah![捂嘴] [捂嘴]","images":[{"img":"https://static.tigerbbs.com/3829e79df9a8b2c3498d5831a32b9390","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/815121118","isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609230496,"gmtCreate":1638284748447,"gmtModify":1638284748648,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AERC\">$AeroClean Technologies, Inc.(AERC)$</a>可惜不能做空啊","listText":"<a href=\"https://laohu8.com/S/AERC\">$AeroClean Technologies, Inc.(AERC)$</a>可惜不能做空啊","text":"$AeroClean Technologies, Inc.(AERC)$可惜不能做空啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609230496","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872564407,"gmtCreate":1637549206528,"gmtModify":1637549206688,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>本周老千股心脏够强的可以进来玩玩,保证天天有惊喜。","listText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>本周老千股心脏够强的可以进来玩玩,保证天天有惊喜。","text":"$易纬集团(03893)$本周老千股心脏够强的可以进来玩玩,保证天天有惊喜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872564407","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880723264,"gmtCreate":1631085024958,"gmtModify":1631888399403,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"如果任何社交平台上认识的人或者“老师”叫你买,你千万别买啊!等着被收割!please do not buy if anyone on tinder or any other social apps asks you to buy this!","listText":"如果任何社交平台上认识的人或者“老师”叫你买,你千万别买啊!等着被收割!please do not buy if anyone on tinder or any other social apps asks you to buy this!","text":"如果任何社交平台上认识的人或者“老师”叫你买,你千万别买啊!等着被收割!please do not buy if anyone on tinder or any other social apps asks you to buy this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/880723264","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172154668,"gmtCreate":1626945928154,"gmtModify":1631893548061,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"Like it ","listText":"Like it ","text":"Like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172154668","repostId":"1125051940","repostType":4,"repost":{"id":"1125051940","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626944290,"share":"https://www.laohu8.com/m/news/1125051940?lang=&edition=full","pubTime":"2021-07-22 16:58","market":"other","language":"en","title":"FFIE soared over 40% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125051940","media":"Tiger Newspress","summary":"(July 22) Faraday Future Intelligent Electric Inc. soared over 40% in premarket trading.\nProperty So","content":"<p>(July 22) <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a> soared over 40% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6f15a08da725792076dbf2505199c3e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/PSAC\">Property Solutions Acquisition Corp</a> , an SPAC, has announced that its shareholders approved its acquisition of mobility technology developer Faraday Future among ten proposals.</p>\n<p>In addition, with the deadline for redemptions passed and 99.91% of funds remaining in the SPAC's trust account, Faraday Future will receive gross proceeds of around $1B at the time of the business combination.</p>\n<p>The transaction is set to close on or around July 21, 2021, following which the SPAC will be renamed Faraday Future <a href=\"https://laohu8.com/S/INS\">Intelligent</a> Electric. Its common stock and warrants will begin trading under the tickers 'FFIE' and 'FFIE.WS' respectively on the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Global Exchange on or about July 22, 2021.</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>FFIE soared over 40% in premarket trading</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\">\nFFIE soared over 40% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 22) <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a> soared over 40% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6f15a08da725792076dbf2505199c3e\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/PSAC\">Property Solutions Acquisition Corp</a> , an SPAC, has announced that its shareholders approved its acquisition of mobility technology developer Faraday Future among ten proposals.</p>\n<p>In addition, with the deadline for redemptions passed and 99.91% of funds remaining in the SPAC's trust account, Faraday Future will receive gross proceeds of around $1B at the time of the business combination.</p>\n<p>The transaction is set to close on or around July 21, 2021, following which the SPAC will be renamed Faraday Future <a href=\"https://laohu8.com/S/INS\">Intelligent</a> Electric. Its common stock and warrants will begin trading under the tickers 'FFIE' and 'FFIE.WS' respectively on the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Global Exchange on or about July 22, 2021.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFIE":"Faraday Future"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125051940","content_text":"(July 22) Faraday Future Intelligent Electric Inc. soared over 40% in premarket trading.\nProperty Solutions Acquisition Corp , an SPAC, has announced that its shareholders approved its acquisition of mobility technology developer Faraday Future among ten proposals.\nIn addition, with the deadline for redemptions passed and 99.91% of funds remaining in the SPAC's trust account, Faraday Future will receive gross proceeds of around $1B at the time of the business combination.\nThe transaction is set to close on or around July 21, 2021, following which the SPAC will be renamed Faraday Future Intelligent Electric. Its common stock and warrants will begin trading under the tickers 'FFIE' and 'FFIE.WS' respectively on the Nasdaq Global Exchange on or about July 22, 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886517252,"gmtCreate":1631605009076,"gmtModify":1631888399398,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08536\">$Tl Natural Gas(08536)$</a>来来看戏,分分合合股,然后推高高,放好消息,准备破10元,然后干净利落。","listText":"<a href=\"https://laohu8.com/S/08536\">$Tl Natural Gas(08536)$</a>来来看戏,分分合合股,然后推高高,放好消息,准备破10元,然后干净利落。","text":"$Tl Natural Gas(08536)$来来看戏,分分合合股,然后推高高,放好消息,准备破10元,然后干净利落。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886517252","isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897167747,"gmtCreate":1628900877489,"gmtModify":1631888399428,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"想念特朗普了","listText":"想念特朗普了","text":"想念特朗普了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897167747","repostId":"2159218583","repostType":4,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690961443,"gmtCreate":1639622655119,"gmtModify":1639622655496,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>老千股还会继续上升📈,真是意想不到,成绩还好过我真金白银买的 <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>[捂脸] ","listText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>老千股还会继续上升📈,真是意想不到,成绩还好过我真金白银买的 <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>[捂脸] ","text":"$易纬集团(03893)$老千股还会继续上升📈,真是意想不到,成绩还好过我真金白银买的 $阿里巴巴-SW(09988)$[捂脸]","images":[{"img":"https://static.tigerbbs.com/428888720f155a7293b0ba6ff691d2b5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690961443","isVote":1,"tweetType":1,"viewCount":2073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874951378,"gmtCreate":1637722686047,"gmtModify":1637722686199,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>快上车啊,买啊!有买有高楼住。包你下辈子没烦恼钱应该怎么花。","listText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>快上车啊,买啊!有买有高楼住。包你下辈子没烦恼钱应该怎么花。","text":"$易纬集团(03893)$快上车啊,买啊!有买有高楼住。包你下辈子没烦恼钱应该怎么花。","images":[{"img":"https://static.tigerbbs.com/eefa115ac10a27a3c2230eb7f3a23f32","width":"3000","height":"4000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874951378","isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":691480073,"gmtCreate":1640227360216,"gmtModify":1640227360659,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08001\">$东方汇财证券(08001)$</a>昨天股票老师叫我买的。怎么办?他说要和证卷会举报。我的钱💰啊。","listText":"<a href=\"https://laohu8.com/S/08001\">$东方汇财证券(08001)$</a>昨天股票老师叫我买的。怎么办?他说要和证卷会举报。我的钱💰啊。","text":"$东方汇财证券(08001)$昨天股票老师叫我买的。怎么办?他说要和证卷会举报。我的钱💰啊。","images":[{"img":"https://static.tigerbbs.com/ccd84cb578216e7f0a848f8738cdb144","width":"3000","height":"4000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691480073","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":690779528,"gmtCreate":1639714309100,"gmtModify":1639714309478,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>我决定卖了,大家快下车,赚少少就好。","listText":"<a href=\"https://laohu8.com/S/03893\">$易纬集团(03893)$</a>我决定卖了,大家快下车,赚少少就好。","text":"$易纬集团(03893)$我决定卖了,大家快下车,赚少少就好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690779528","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869679684,"gmtCreate":1632285921748,"gmtModify":1632801479924,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"所以结论是恒大不是问题,有钱能解决的问题就不是问题了。","listText":"所以结论是恒大不是问题,有钱能解决的问题就不是问题了。","text":"所以结论是恒大不是问题,有钱能解决的问题就不是问题了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869679684","repostId":"1138740934","repostType":4,"repost":{"id":"1138740934","kind":"news","pubTimestamp":1632280942,"share":"https://www.laohu8.com/m/news/1138740934?lang=&edition=full","pubTime":"2021-09-22 11:22","market":"hk","language":"zh","title":"中国不存在“雷曼时刻”!恒大与雷曼的四点不同","url":"https://stock-news.laohu8.com/highlight/detail?id=1138740934","media":"陈曦固收研究","summary":"近期,不少观点将恒大类比为雷曼,中秋节期间,港股大跌,地产、银行领跌。\n表面上看,恒大与雷曼有很多相似之处:\n第一,都与房地产相关,特别是出事之前的底层逻辑是房价能持续上涨。只有房价上涨,才能消化加杠","content":"<p>近期,不少观点将恒大类比为雷曼,中秋节期间,港股大跌,地产、银行领跌。</p>\n<p><b>表面上看,恒大与雷曼有很多相似之处:</b></p>\n<p><b>第一,都与房地产相关</b>,特别是出事之前的底层逻辑是房价能持续上涨。只有房价上涨,才能消化加杠杆的负债。而美国次贷危机前以及中国过去这些年确实存在房价的持续上涨。</p>\n<p><b>第二,都是债务危机</b>。债务危机比“股灾”要严重的多,因为资产是软的,债务是硬的,很容易出现资产负债表的破坏。从国际经验看,“股灾”的影响往往较小,例如2000年美国互联网泡沫,中国2015年股市异动,而债务危机的影响则要大得多,例如98年东南亚外债危机,08年美国次贷危机等。</p>\n<p><b>第三,都表现出传染性</b>。雷曼破产导致一系列连锁反应,恒大出事导致银行对房地产企业融资收缩,已经多家地方房企出现问题。</p>\n<p>雷曼时刻是美国次贷危机的重要加速点,雷曼倒掉之后,美国陷入全面的危机之中。</p>\n<p><b>既然恒大与雷曼有诸多相似,是否意味着中国会重演2008年的美国?</b></p>\n<p><b>我们认为,中国重演美国2008年的可能性基本为零。</b></p>\n<p><b>我们认为,恒大与雷曼有以下本质差别:</b></p>\n<p><b>第一,雷曼背后是居民加杠杆,而恒大背后是地产企业加杠杆,对经济的影响完全不同。</b>08年美国房价下跌,居民被迫去杠杆,进而导致大量居民的资产负债表崩溃,消费能力急剧下降,是地产危机转为经济危机的根源;恒大背后是房地产企业加杠杆,中国的居民加杠杆并不严重。</p>\n<p>中国居民尽管也加杠杆买房,但是中国有严格的首付比例等限制,与美国次贷完全不可同日而语,<b>中国不存在居民资产负债表崩溃的可能。</b></p>\n<p><b>第二,雷曼时刻之后的关键是房价崩盘式下跌,导致抵押品快速贬值,继而出现全面危机;中国看不到房价断崖式下行的可能。</b>对于房价上涨压力大的地区,确实政策非常严格,而对于房价存在下跌压力的地区,则已经开始出台限制房价下跌政策。中国因城施策的背景下,房价未来大概率进入涨跌均有限的波动状态,甚至是冻结状态,不会触发抵押品贬值危机。<b>中国出问题仅限于房企,而不是押品,</b>这是与美国2008年的另一大关键区别。</p>\n<p><b>第三,中国有成熟的大型企业债务问题处置经验,</b>包商、华融、明天、安邦、海航等体量都与恒大可比,甚至有的比恒大更大,处置方式基本都是国家接管、业务拆分、切断传染。其中,能够避免雷曼重演的关键是:切断传染。我们认为即使真有个别中国的房企资不抵债,也能通过政府介入切断传染性(不是政府兜底,而是切断传染)。</p>\n<p><b>第四,银行是缓冲/加速债务危机的关键环节,中国的银行大多数具有国企背景,或者对监管、对政府的响应要比美国强得多。</b>如果按照市场化主体的行为逻辑,很容易出现挤兑(看房企出问题,于是全面抽贷断贷),而中国的银行不存在这个问题。在2020年3-4月疫情高峰、谁也看不清企业能否活下去的时候,中国的银行体系可以大量放贷,还是放中长期贷、甚至信用贷,足以表明中国的银行与美国的银行有巨大差异。</p>\n<p><b>综上所述,我们认为,恒大并不是中国版雷曼,两者差异非常大。如果真的有大型房企资不抵债,则更类似之前的个别大型企业的定点爆破,而不会出现类似美国2008年的风险传染。</b></p>\n<p><b>对于中国经济和资本市场,我们认为:</b></p>\n<p><b>1、房地产调控大方向不会变化</b>,2020疫情后-2021年上半年,房地产是中国经济的重要支撑,而现在开始,<b>房地产确实正在变成对经济的拖累。</b></p>\n<p>2、<b>中国房地产行业不可能消失</b>,即使是发达国家,房地产业仍然占有重要位置,因此,<b>如果房地产行业整体错杀,特别是如果符合三道红线的优质房企被错杀,则其股、债均存在投资机会。</b></p>\n<p><b>3、对于股市的影响,与美国2008年不可同日而语。</b>港股更多的受到外资影响,不了解中国国情,外资误判是正常的;<b>而如果中国股市出现类似港股的下跌,则是买入机会。</b></p>\n<p><b>4、对于债券市场</b>,雷曼时刻之后,美债收益率上行,有观点认为中国可能会出现类似情况,这基本属于误读。美国当年是真的出现了“现金为王”的情况,避险避到只认现金,而中国距离那一步实在是十万八千里。我们认为,中国出现类似美国当年的避险情绪很难,<b>就算真的出现避险,中国央行也会保证流动性</b>,类似包商、永煤之后,导致的是国债收益率下行而不是上行。</p>\n<p><b>我们认为,恒大对中国债市的主要影响是两方面:</b></p>\n<p><b>一是寻找优质房企的地产债错杀机会;</b></p>\n<p><b>二是确认调控对于房地产投资的影响</b>,这将导致经济下行压力加大,在内需本就不足的情况下,<b>货币宽松可能性上升</b>(我们维持10-11月存在降息可能)<b>。</b></p>\n<p><b>中国不存在“雷曼时刻”,维持3月以来提出的“债牛已至”观点不变,同时提示低估值蓝筹股的投资机会。</b></p>","source":"lsy1627443742494","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中国不存在“雷曼时刻”!恒大与雷曼的四点不同\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 11:22 北京时间 <a href=https://finance.ifeng.com/c/89jwfdVukxk><strong>陈曦固收研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,不少观点将恒大类比为雷曼,中秋节期间,港股大跌,地产、银行领跌。\n表面上看,恒大与雷曼有很多相似之处:\n第一,都与房地产相关,特别是出事之前的底层逻辑是房价能持续上涨。只有房价上涨,才能消化加杠杆的负债。而美国次贷危机前以及中国过去这些年确实存在房价的持续上涨。\n第二,都是债务危机。债务危机比“股灾”要严重的多,因为资产是软的,债务是硬的,很容易出现资产负债表的破坏。从国际经验看,“股灾”的...</p>\n\n<a href=\"https://finance.ifeng.com/c/89jwfdVukxk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"03333":"中国恒大"},"source_url":"https://finance.ifeng.com/c/89jwfdVukxk","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138740934","content_text":"近期,不少观点将恒大类比为雷曼,中秋节期间,港股大跌,地产、银行领跌。\n表面上看,恒大与雷曼有很多相似之处:\n第一,都与房地产相关,特别是出事之前的底层逻辑是房价能持续上涨。只有房价上涨,才能消化加杠杆的负债。而美国次贷危机前以及中国过去这些年确实存在房价的持续上涨。\n第二,都是债务危机。债务危机比“股灾”要严重的多,因为资产是软的,债务是硬的,很容易出现资产负债表的破坏。从国际经验看,“股灾”的影响往往较小,例如2000年美国互联网泡沫,中国2015年股市异动,而债务危机的影响则要大得多,例如98年东南亚外债危机,08年美国次贷危机等。\n第三,都表现出传染性。雷曼破产导致一系列连锁反应,恒大出事导致银行对房地产企业融资收缩,已经多家地方房企出现问题。\n雷曼时刻是美国次贷危机的重要加速点,雷曼倒掉之后,美国陷入全面的危机之中。\n既然恒大与雷曼有诸多相似,是否意味着中国会重演2008年的美国?\n我们认为,中国重演美国2008年的可能性基本为零。\n我们认为,恒大与雷曼有以下本质差别:\n第一,雷曼背后是居民加杠杆,而恒大背后是地产企业加杠杆,对经济的影响完全不同。08年美国房价下跌,居民被迫去杠杆,进而导致大量居民的资产负债表崩溃,消费能力急剧下降,是地产危机转为经济危机的根源;恒大背后是房地产企业加杠杆,中国的居民加杠杆并不严重。\n中国居民尽管也加杠杆买房,但是中国有严格的首付比例等限制,与美国次贷完全不可同日而语,中国不存在居民资产负债表崩溃的可能。\n第二,雷曼时刻之后的关键是房价崩盘式下跌,导致抵押品快速贬值,继而出现全面危机;中国看不到房价断崖式下行的可能。对于房价上涨压力大的地区,确实政策非常严格,而对于房价存在下跌压力的地区,则已经开始出台限制房价下跌政策。中国因城施策的背景下,房价未来大概率进入涨跌均有限的波动状态,甚至是冻结状态,不会触发抵押品贬值危机。中国出问题仅限于房企,而不是押品,这是与美国2008年的另一大关键区别。\n第三,中国有成熟的大型企业债务问题处置经验,包商、华融、明天、安邦、海航等体量都与恒大可比,甚至有的比恒大更大,处置方式基本都是国家接管、业务拆分、切断传染。其中,能够避免雷曼重演的关键是:切断传染。我们认为即使真有个别中国的房企资不抵债,也能通过政府介入切断传染性(不是政府兜底,而是切断传染)。\n第四,银行是缓冲/加速债务危机的关键环节,中国的银行大多数具有国企背景,或者对监管、对政府的响应要比美国强得多。如果按照市场化主体的行为逻辑,很容易出现挤兑(看房企出问题,于是全面抽贷断贷),而中国的银行不存在这个问题。在2020年3-4月疫情高峰、谁也看不清企业能否活下去的时候,中国的银行体系可以大量放贷,还是放中长期贷、甚至信用贷,足以表明中国的银行与美国的银行有巨大差异。\n综上所述,我们认为,恒大并不是中国版雷曼,两者差异非常大。如果真的有大型房企资不抵债,则更类似之前的个别大型企业的定点爆破,而不会出现类似美国2008年的风险传染。\n对于中国经济和资本市场,我们认为:\n1、房地产调控大方向不会变化,2020疫情后-2021年上半年,房地产是中国经济的重要支撑,而现在开始,房地产确实正在变成对经济的拖累。\n2、中国房地产行业不可能消失,即使是发达国家,房地产业仍然占有重要位置,因此,如果房地产行业整体错杀,特别是如果符合三道红线的优质房企被错杀,则其股、债均存在投资机会。\n3、对于股市的影响,与美国2008年不可同日而语。港股更多的受到外资影响,不了解中国国情,外资误判是正常的;而如果中国股市出现类似港股的下跌,则是买入机会。\n4、对于债券市场,雷曼时刻之后,美债收益率上行,有观点认为中国可能会出现类似情况,这基本属于误读。美国当年是真的出现了“现金为王”的情况,避险避到只认现金,而中国距离那一步实在是十万八千里。我们认为,中国出现类似美国当年的避险情绪很难,就算真的出现避险,中国央行也会保证流动性,类似包商、永煤之后,导致的是国债收益率下行而不是上行。\n我们认为,恒大对中国债市的主要影响是两方面:\n一是寻找优质房企的地产债错杀机会;\n二是确认调控对于房地产投资的影响,这将导致经济下行压力加大,在内需本就不足的情况下,货币宽松可能性上升(我们维持10-11月存在降息可能)。\n中国不存在“雷曼时刻”,维持3月以来提出的“债牛已至”观点不变,同时提示低估值蓝筹股的投资机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175444886,"gmtCreate":1627047921145,"gmtModify":1631893548048,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"like it","listText":"like it","text":"like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175444886","repostId":"1152547448","repostType":4,"repost":{"id":"1152547448","kind":"news","pubTimestamp":1627046722,"share":"https://www.laohu8.com/m/news/1152547448?lang=&edition=full","pubTime":"2021-07-23 21:25","market":"us","language":"en","title":"Buy Shopify as Commerce Starts Streaming","url":"https://stock-news.laohu8.com/highlight/detail?id=1152547448","media":"The Street","summary":"Sales platform pioneer faces huge growth by providing Amazon-like experience to smaller retailers a","content":"<blockquote>\n Sales platform pioneer faces huge growth by providing Amazon-like experience to smaller retailers and entertainment streamers.\n</blockquote>\n<p>Grassroots eCommerce is the next big digital investment opportunity. There is a clear leader in the space. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should get on board now.</p>\n<p>Execs at YouTubeannouncedWednesday that tests have begun for shopping directly from livestream media. Managers are embedding an eCommerce platform for YouTube content creators and influencers.</p>\n<p>Investors should buy<b><a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (</b>(<b>SHOP</b>). Let me explain.</p>\n<p>Something important is happening in retail. Sales managers at<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> (</b>(<b>AMZN</b>) -Get Report<b>)</b>realized long ago that they could scale online shopping faster and more efficiently by shifting the burden of inventory to third-party sellers.</p>\n<p>Amazon Marketplace is a fee-based platform operated by Amazon.com. It provides warehouse and logistics operations to independent sellers on the site. The customer-facing part of the business looks like Amazon.com. Behind the scenes, third-party sellers are taking most of the risks.</p>\n<p>It’s a great business and<b>Walmart (</b>(<b>WMT</b>) -Get Report<b>)</b>,<b><a href=\"https://laohu8.com/S/FB\">Facebook</a> (</b>(<b>FB</b>) -Get Report<b>)</b>, TikTok, and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (</b>(<b>GOOGL</b>) -Get Report<b>)</b>, the parent company of YouTube want in.</p>\n<p>The problem is these large companies have no experience building consumer-friendly eCommerce software. Moreover, there is no reason for them to be in that business. So they are outsourcing.</p>\n<p>Enter Shopify.</p>\n<p>The Ottawa, Canada-based company cut its teeth building eCommerce shops for most of the third-party sellers on Amazon Marketplace. Managers also secured deals to do the same for Walmart, Facebook, TikTok, and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.</p>\n<p>Shopify is building what looks like a monopoly on the future of third-party sellers and so-called influencer merchandising. YouTube is a natural fit.</p>\n<p>Jim Cramer of theStreet.comsaysShopify puts small businesses on par with the big guys.</p>\n<p>It’s better than that: Shopify wins on both ends. Its software is the preferred gateway to the biggest social media platforms for millions of Mom and Pop shops.</p>","source":"lsy1610613172068","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>Buy Shopify as Commerce Starts Streaming</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\">\nBuy Shopify as Commerce Starts Streaming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:25 GMT+8 <a href=https://www.thestreet.com/tech/news/shopifybuyjdm072321><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sales platform pioneer faces huge growth by providing Amazon-like experience to smaller retailers and entertainment streamers.\n\nGrassroots eCommerce is the next big digital investment opportunity. ...</p>\n\n<a href=\"https://www.thestreet.com/tech/news/shopifybuyjdm072321\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.thestreet.com/tech/news/shopifybuyjdm072321","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152547448","content_text":"Sales platform pioneer faces huge growth by providing Amazon-like experience to smaller retailers and entertainment streamers.\n\nGrassroots eCommerce is the next big digital investment opportunity. There is a clear leader in the space. Investors should get on board now.\nExecs at YouTubeannouncedWednesday that tests have begun for shopping directly from livestream media. Managers are embedding an eCommerce platform for YouTube content creators and influencers.\nInvestors should buyShopify ((SHOP). Let me explain.\nSomething important is happening in retail. Sales managers atAmazon.com ((AMZN) -Get Report)realized long ago that they could scale online shopping faster and more efficiently by shifting the burden of inventory to third-party sellers.\nAmazon Marketplace is a fee-based platform operated by Amazon.com. It provides warehouse and logistics operations to independent sellers on the site. The customer-facing part of the business looks like Amazon.com. Behind the scenes, third-party sellers are taking most of the risks.\nIt’s a great business andWalmart ((WMT) -Get Report),Facebook ((FB) -Get Report), TikTok, andAlphabet ((GOOGL) -Get Report), the parent company of YouTube want in.\nThe problem is these large companies have no experience building consumer-friendly eCommerce software. Moreover, there is no reason for them to be in that business. So they are outsourcing.\nEnter Shopify.\nThe Ottawa, Canada-based company cut its teeth building eCommerce shops for most of the third-party sellers on Amazon Marketplace. Managers also secured deals to do the same for Walmart, Facebook, TikTok, and Alphabet.\nShopify is building what looks like a monopoly on the future of third-party sellers and so-called influencer merchandising. YouTube is a natural fit.\nJim Cramer of theStreet.comsaysShopify puts small businesses on par with the big guys.\nIt’s better than that: Shopify wins on both ends. Its software is the preferred gateway to the biggest social media platforms for millions of Mom and Pop shops.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":874575374,"gmtCreate":1637806233688,"gmtModify":1637806233861,"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06118\">$奥星生命科技(06118)$</a>我都忘记上过这船,老师明明说这股可以去40的,点解?!老师说一定是有人泄密所以导致股价大跌,会帮我讨回公道。有老师真是好。","listText":"<a href=\"https://laohu8.com/S/06118\">$奥星生命科技(06118)$</a>我都忘记上过这船,老师明明说这股可以去40的,点解?!老师说一定是有人泄密所以导致股价大跌,会帮我讨回公道。有老师真是好。","text":"$奥星生命科技(06118)$我都忘记上过这船,老师明明说这股可以去40的,点解?!老师说一定是有人泄密所以导致股价大跌,会帮我讨回公道。有老师真是好。","images":[{"img":"https://static.tigerbbs.com/91ea094341870e6ca503a5303800772a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874575374","isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}