+关注
Styleunme
暂无个人介绍
IP属地：未知
150
关注
0
粉丝
0
主题
0
勋章
主贴
热门
Styleunme
2021-11-01
这篇文章不错，转发给大家看看
@小虎活动:[Halloween Game] Trade or Treat!
Styleunme
2021-09-09
$Exela Technologies, Inc.(XELA)$
Pls up
Styleunme
2021-09-09
$Exela Technologies, Inc.(XELA)$
Pls up
Styleunme
2021-09-07
$Naked Brand Group Inc(NAKD)$
快点上
Styleunme
2021-08-31
$Naked Brand Group Inc(NAKD)$
upupup
Styleunme
2021-08-07
nice
@家哥的小黑屋:“解禁曲线”出现？快手进入了我的射程
Styleunme
2021-07-29
Gogogo
Styleunme
2021-07-29
No
抱歉，原内容已删除
Styleunme
2021-07-29
Nice
【异动】恒生科技指数涨逾7%，京东、美团齐齐大涨
Styleunme
2021-07-29
Nice
抱歉，原内容已删除
Styleunme
2021-07-29
Go up
Styleunme
2021-07-25
Nice
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4090038505779510","uuid":"4090038505779510","gmtCreate":1627024950675,"gmtModify":1627179543541,"name":"Styleunme","pinyin":"styleunme","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":150,"tweetSize":12,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":849657931,"gmtCreate":1635754830657,"gmtModify":1635754830657,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849657931","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883311536,"gmtCreate":1631201350225,"gmtModify":1631883840693,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","text":"$Exela Technologies, Inc.(XELA)$Pls up","images":[{"img":"https://static.tigerbbs.com/4b49c2744d5ea0b1c438e19013c4d03b","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883311536","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889143877,"gmtCreate":1631118628099,"gmtModify":1631883840709,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","text":"$Exela Technologies, Inc.(XELA)$Pls up","images":[{"img":"https://static.tigerbbs.com/d8c67e60656eb40a28f956b7346fab4b","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889143877","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088725194311040","authorId":"4088725194311040","name":"高抛低吸王者操作","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088725194311040","authorIdStr":"4088725194311040"},"content":"就买40股，你也好意思发，脸呢","text":"就买40股，你也好意思发，脸呢","html":"就买40股，你也好意思发，脸呢"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880810711,"gmtCreate":1631030173733,"gmtModify":1631886261418,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>快点上","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>快点上","text":"$Naked Brand Group Inc(NAKD)$快点上","images":[{"img":"https://static.tigerbbs.com/9f951361162f60eb31b4b30398d90d8c","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880810711","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":818827920,"gmtCreate":1630397609860,"gmtModify":1704959676168,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>upupup","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>upupup","text":"$Naked Brand Group Inc(NAKD)$upupup","images":[{"img":"https://static.tigerbbs.com/ecae61fd64b3dde392d77a63244a46bd","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818827920","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893257161,"gmtCreate":1628267102653,"gmtModify":1631889136249,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893257161","repostId":"893017450","repostType":1,"repost":{"id":893017450,"gmtCreate":1628220834770,"gmtModify":1628230589009,"author":{"id":"4091322689231690","authorId":"4091322689231690","name":"家哥的小黑屋","avatar":"https://static.tigerbbs.com/3dbf32f41923f7749b9529475b27a0fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091322689231690","authorIdStr":"4091322689231690"},"themes":[],"title":"“解禁曲线”出现？快手进入了我的射程","htmlText":"最近中概股有点闹心，前几天教育股被血洗，后面延伸到大型互联网公司都受到了很大影响。这种大型公司下跌一定要拆成两个部分来看：一是基本面的问题。纯粹靠商业模式的公司、因为垄断对社会造成负外部性的公司、轻资产高杠杆的公司业务都会受到很大的影响——监管压力；二是估值问题。投资者对这类巨头的风险偏好需要重新估计，以前的互联网快速发展、打着擦边球发展的的时代已经过去了。所以我们可以看到腾讯阿里受到了影响，被点了名的美团下跌更猛，被安全审查的滴滴则一上市就开始暴跌。我很关注的<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，破发了。。。。。。之前我对快手的价格一直不怎么发表意见，毕竟上市前几天市场过分热情，价格打到太高。这次我准备说说，特别是当解禁来临，我很关注快手是否能走出大型互联网公司股价的经典走势——解禁曲线。1还是先说基本面问题以及过去这几个月的下跌原因快手之所以特别吸引我的注意，主要是。。。。。。上市之后涨得太火爆了。。。市值一度超过了1.7万亿港币。当时市场对快手商业模式的基本判断是这样的：稳住直播相关业务，线上营销（广告）和电商很具有想象力，二者有一个能够实现突破，估值的上涨空间就打开了。如果海外市场拓展顺利，那确实就起飞了。那个时间点市场热情非常高涨，按照1.7万亿的市值来看，当时那个估值的隐含逻辑是——快手已经把上面说到的，做成了。但市场总是要降温的，从2月份开始各大互联网巨头都开始了一波下跌，快手前几周涨得确实有点太猛了，所以跌得有点就更多。于是看着K线找理由的人就来了。我太熟悉这帮分析人士了，随着股价上上下下，一个公司的业务在他们嘴里也介乎“成了”和“没戏”之间，反复横跳。最近的一些市场人士分析蹦出来说，快手信息流广告和电商很难做啊，抖音最后会是赢家通","listText":"最近中概股有点闹心，前几天教育股被血洗，后面延伸到大型互联网公司都受到了很大影响。这种大型公司下跌一定要拆成两个部分来看：一是基本面的问题。纯粹靠商业模式的公司、因为垄断对社会造成负外部性的公司、轻资产高杠杆的公司业务都会受到很大的影响——监管压力；二是估值问题。投资者对这类巨头的风险偏好需要重新估计，以前的互联网快速发展、打着擦边球发展的的时代已经过去了。所以我们可以看到腾讯阿里受到了影响，被点了名的美团下跌更猛，被安全审查的滴滴则一上市就开始暴跌。我很关注的<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，破发了。。。。。。之前我对快手的价格一直不怎么发表意见，毕竟上市前几天市场过分热情，价格打到太高。这次我准备说说，特别是当解禁来临，我很关注快手是否能走出大型互联网公司股价的经典走势——解禁曲线。1还是先说基本面问题以及过去这几个月的下跌原因快手之所以特别吸引我的注意，主要是。。。。。。上市之后涨得太火爆了。。。市值一度超过了1.7万亿港币。当时市场对快手商业模式的基本判断是这样的：稳住直播相关业务，线上营销（广告）和电商很具有想象力，二者有一个能够实现突破，估值的上涨空间就打开了。如果海外市场拓展顺利，那确实就起飞了。那个时间点市场热情非常高涨，按照1.7万亿的市值来看，当时那个估值的隐含逻辑是——快手已经把上面说到的，做成了。但市场总是要降温的，从2月份开始各大互联网巨头都开始了一波下跌，快手前几周涨得确实有点太猛了，所以跌得有点就更多。于是看着K线找理由的人就来了。我太熟悉这帮分析人士了，随着股价上上下下，一个公司的业务在他们嘴里也介乎“成了”和“没戏”之间，反复横跳。最近的一些市场人士分析蹦出来说，快手信息流广告和电商很难做啊，抖音最后会是赢家通","text":"最近中概股有点闹心，前几天教育股被血洗，后面延伸到大型互联网公司都受到了很大影响。这种大型公司下跌一定要拆成两个部分来看：一是基本面的问题。纯粹靠商业模式的公司、因为垄断对社会造成负外部性的公司、轻资产高杠杆的公司业务都会受到很大的影响——监管压力；二是估值问题。投资者对这类巨头的风险偏好需要重新估计，以前的互联网快速发展、打着擦边球发展的的时代已经过去了。所以我们可以看到腾讯阿里受到了影响，被点了名的美团下跌更猛，被安全审查的滴滴则一上市就开始暴跌。我很关注的$快手-W(01024)$ ，破发了。。。。。。之前我对快手的价格一直不怎么发表意见，毕竟上市前几天市场过分热情，价格打到太高。这次我准备说说，特别是当解禁来临，我很关注快手是否能走出大型互联网公司股价的经典走势——解禁曲线。1还是先说基本面问题以及过去这几个月的下跌原因快手之所以特别吸引我的注意，主要是。。。。。。上市之后涨得太火爆了。。。市值一度超过了1.7万亿港币。当时市场对快手商业模式的基本判断是这样的：稳住直播相关业务，线上营销（广告）和电商很具有想象力，二者有一个能够实现突破，估值的上涨空间就打开了。如果海外市场拓展顺利，那确实就起飞了。那个时间点市场热情非常高涨，按照1.7万亿的市值来看，当时那个估值的隐含逻辑是——快手已经把上面说到的，做成了。但市场总是要降温的，从2月份开始各大互联网巨头都开始了一波下跌，快手前几周涨得确实有点太猛了，所以跌得有点就更多。于是看着K线找理由的人就来了。我太熟悉这帮分析人士了，随着股价上上下下，一个公司的业务在他们嘴里也介乎“成了”和“没戏”之间，反复横跳。最近的一些市场人士分析蹦出来说，快手信息流广告和电商很难做啊，抖音最后会是赢家通","images":[{"img":"https://static.tigerbbs.com/1256fa3ea273a5aea246a335b4e827be","width":"688","height":"370"},{"img":"https://static.tigerbbs.com/e286bce46afb1489e8a8c2a8424b68c5","width":"688","height":"501"},{"img":"https://static.tigerbbs.com/f5f9870d426db912e0e26bdb8d985ac1","width":"688","height":"368"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893017450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808352749,"gmtCreate":1627560333081,"gmtModify":1631889136249,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Gogogo ","listText":"Gogogo ","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808352749","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801726824,"gmtCreate":1627536646068,"gmtModify":1631889136253,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"No ","listText":"No ","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801726824","repostId":"2155774359","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801459767,"gmtCreate":1627529814459,"gmtModify":1631889136256,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801459767","repostId":"1129095809","repostType":4,"repost":{"id":"1129095809","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":1627528048,"share":"https://www.laohu8.com/m/news/1129095809?lang=&edition=full","pubTime":"2021-07-29 11:07","market":"hk","language":"zh","title":"【异动】恒生科技指数涨逾7%，京东、美团齐齐大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095809","media":"老虎资讯综合","summary":"7月29日，恒生科技指数涨幅扩大至逾7%，创盘中最大单日涨幅，京东集团涨逾10%，美团、哔哩哔哩涨近10%，腾讯控股涨超8%，创1月25日以来最大涨幅。\n同时，SaaS概念股显著反弹，明源云、中国有赞","content":"<p>7月29日，恒生科技指数涨幅扩大至逾7%，创盘中最大单日涨幅，<a href=\"https://laohu8.com/S/JD\">京东</a>集团涨逾10%，美团、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近10%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超8%，创1月25日以来最大涨幅。</p>\n<p>同时，SaaS概念股显著反弹，<a href=\"https://laohu8.com/S/00909\">明源云</a>、<a href=\"https://laohu8.com/S/08083\">中国有赞</a>涨超19%，<a href=\"https://laohu8.com/S/03888\">金山软件</a>、<a href=\"https://laohu8.com/S/02013\">微盟集团</a>涨近14%，移卡涨超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/cd7071f65fb55df138376aa00d328110\" 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>【异动】恒生科技指数涨逾7%，京东、美团齐齐大涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】恒生科技指数涨逾7%，京东、美团齐齐大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 11:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，恒生科技指数涨幅扩大至逾7%，创盘中最大单日涨幅，<a href=\"https://laohu8.com/S/JD\">京东</a>集团涨逾10%，美团、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近10%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超8%，创1月25日以来最大涨幅。</p>\n<p>同时，SaaS概念股显著反弹，<a href=\"https://laohu8.com/S/00909\">明源云</a>、<a href=\"https://laohu8.com/S/08083\">中国有赞</a>涨超19%，<a href=\"https://laohu8.com/S/03888\">金山软件</a>、<a href=\"https://laohu8.com/S/02013\">微盟集团</a>涨近14%，移卡涨超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/cd7071f65fb55df138376aa00d328110\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09618":"京东集团-SW","JD":"京东","03690":"美团-W","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129095809","content_text":"7月29日，恒生科技指数涨幅扩大至逾7%，创盘中最大单日涨幅，京东集团涨逾10%，美团、哔哩哔哩涨近10%，腾讯控股涨超8%，创1月25日以来最大涨幅。\n同时，SaaS概念股显著反弹，明源云、中国有赞涨超19%，金山软件、微盟集团涨近14%，移卡涨超8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801459142,"gmtCreate":1627529772486,"gmtModify":1631889136259,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801459142","repostId":"1188110243","repostType":4,"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801450321,"gmtCreate":1627529693763,"gmtModify":1631889136261,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Go up ","listText":"Go up ","text":"Go up","images":[{"img":"https://static.tigerbbs.com/3c6066642c70eae0ff8676c04ec74393","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801450321","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174773644,"gmtCreate":1627149840488,"gmtModify":1631889136266,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174773644","repostId":"2154936718","repostType":2,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":889143877,"gmtCreate":1631118628099,"gmtModify":1631883840709,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","text":"$Exela Technologies, Inc.(XELA)$Pls up","images":[{"img":"https://static.tigerbbs.com/d8c67e60656eb40a28f956b7346fab4b","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889143877","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088725194311040","authorId":"4088725194311040","name":"高抛低吸王者操作","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088725194311040","authorIdStr":"4088725194311040"},"content":"就买40股，你也好意思发，脸呢","text":"就买40股，你也好意思发，脸呢","html":"就买40股，你也好意思发，脸呢"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880810711,"gmtCreate":1631030173733,"gmtModify":1631886261418,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>快点上","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>快点上","text":"$Naked Brand Group Inc(NAKD)$快点上","images":[{"img":"https://static.tigerbbs.com/9f951361162f60eb31b4b30398d90d8c","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880810711","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":801459142,"gmtCreate":1627529772486,"gmtModify":1631889136259,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801459142","repostId":"1188110243","repostType":4,"repost":{"id":"1188110243","pubTimestamp":1627528805,"share":"https://www.laohu8.com/m/news/1188110243?lang=&edition=full","pubTime":"2021-07-29 11:20","market":"us","language":"zh","title":"付鹏：这次巨变不同以往，中概股估值体系可能变化","url":"https://stock-news.laohu8.com/highlight/detail?id=1188110243","media":"格隆汇","summary":"整个商业模式的本质是否需要重新审视了？","content":"<p>和外部一些投资机构电话交流后的记录：</p>\n<p>DIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；</p>\n<p>对于教育类中概股的冲击，谈不上是完全没有预期，如果说完全没有预期，要么是中国政策的推出是完全没有征兆的突发的，要么就是投资机构自己内部的Risk管理不到位，中国对于教育类企业的政策在过去的一年里已经是不断地加码的，最近风口浪尖上的新政策，都不是突发性的，基本都是循循渐进有迹可循的；</p>\n<p>对于市场中参与的资金来讲，他的一个大问题是要么完全前期就忽略了这个风险，但我觉得这个对于比较大的资金来说，这种风控失误完全忽略风险的可能性很小，事实上你从这些中概股二级市场表现也能看出来，资金在过去的半年都是在不断的减持的，也就是说，肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓；</p>\n<p>这一点在Q1季度一些资金机构透漏出了的点滴信息来看，也是吻合的，基本上都已经在对于政策作出相应的风控调仓；</p>\n<p>现在的情况其实谈不上媒体所说的国内政策突袭，资本开始不信任等这些因素，现在的调仓的底层逻辑和之前的底层逻辑是不太一样的；</p>\n<p>之前呢，资金认为中国一系列针对互联网垄断，房地产，教育，医疗，甚至是可能的医美，娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压，从资金角度来看这些从严的政策本质上可能会影响到企业的营收，增长性等，但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层，基于这个逻辑，那么早期随着中国政策一点点出台，对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估，但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话，那么你的二级市场定价模式还能延用之前的吗？真的只是做一个简单的修正么？”</p>\n<p>此次教育双减的细节内容让资金们无法淡定的核心，就是这个问题，随着最近的政策不断的深化和完善以后，越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些，深思的是中国是不是玩真的了？如果是玩真的，那核心的问题是，这种假设条件下延申的重要考量就是：整个商业模式的本质是否需要重新审视了？</p>\n<p>如果这个答案是yes的话，那么中概股的调整更重要的是在于，这不是一个简单减仓，他可能要对这一类的资产的定价方式要做一个重要的转变（从一级市场到二级市场），商业模式如果发生巨大的变化了，那整个估值和市值的定价方式就完全是不同的，如果只是一个政策的冲击，你冲击的可能是对盈利的判断，但这个还都在正常的逻辑下，但是如果你的整个商业模式都发生重大的变化了，那你可能甚至是说，整个商业模式在中国的政策目标里未来都转向一个公共服务类，甚至带有一定这个这个公益性质的行业的话，那这可不是一个简单的光盈利预期下修的问题；</p>\n<p>所以，这几天的剧烈下跌，无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应，这和前面的下跌，本质上的原因是有着完全不同的考量，虽然都是风控减仓，但内核是完全不同的；</p>\n<p>对中国目前来讲，穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling，那这样的话，很多的支撑之前估值、市值的商业模式是要发生根本变化的，所以对于资金来说，现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价；</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>付鹏：这次巨变不同以往，中概股估值体系可能变化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n付鹏：这次巨变不同以往，中概股估值体系可能变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 11:20 北京时间 <a href=https://www.gelonghui.com/p/478021><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；\n对于教育类中概股...</p>\n\n<a href=\"https://www.gelonghui.com/p/478021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{"513050":"中概互联网ETF"},"source_url":"https://www.gelonghui.com/p/478021","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1188110243","content_text":"和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；\n对于教育类中概股的冲击，谈不上是完全没有预期，如果说完全没有预期，要么是中国政策的推出是完全没有征兆的突发的，要么就是投资机构自己内部的Risk管理不到位，中国对于教育类企业的政策在过去的一年里已经是不断地加码的，最近风口浪尖上的新政策，都不是突发性的，基本都是循循渐进有迹可循的；\n对于市场中参与的资金来讲，他的一个大问题是要么完全前期就忽略了这个风险，但我觉得这个对于比较大的资金来说，这种风控失误完全忽略风险的可能性很小，事实上你从这些中概股二级市场表现也能看出来，资金在过去的半年都是在不断的减持的，也就是说，肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓；\n这一点在Q1季度一些资金机构透漏出了的点滴信息来看，也是吻合的，基本上都已经在对于政策作出相应的风控调仓；\n现在的情况其实谈不上媒体所说的国内政策突袭，资本开始不信任等这些因素，现在的调仓的底层逻辑和之前的底层逻辑是不太一样的；\n之前呢，资金认为中国一系列针对互联网垄断，房地产，教育，医疗，甚至是可能的医美，娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压，从资金角度来看这些从严的政策本质上可能会影响到企业的营收，增长性等，但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层，基于这个逻辑，那么早期随着中国政策一点点出台，对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估，但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话，那么你的二级市场定价模式还能延用之前的吗？真的只是做一个简单的修正么？”\n此次教育双减的细节内容让资金们无法淡定的核心，就是这个问题，随着最近的政策不断的深化和完善以后，越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些，深思的是中国是不是玩真的了？如果是玩真的，那核心的问题是，这种假设条件下延申的重要考量就是：整个商业模式的本质是否需要重新审视了？\n如果这个答案是yes的话，那么中概股的调整更重要的是在于，这不是一个简单减仓，他可能要对这一类的资产的定价方式要做一个重要的转变（从一级市场到二级市场），商业模式如果发生巨大的变化了，那整个估值和市值的定价方式就完全是不同的，如果只是一个政策的冲击，你冲击的可能是对盈利的判断，但这个还都在正常的逻辑下，但是如果你的整个商业模式都发生重大的变化了，那你可能甚至是说，整个商业模式在中国的政策目标里未来都转向一个公共服务类，甚至带有一定这个这个公益性质的行业的话，那这可不是一个简单的光盈利预期下修的问题；\n所以，这几天的剧烈下跌，无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应，这和前面的下跌，本质上的原因是有着完全不同的考量，虽然都是风控减仓，但内核是完全不同的；\n对中国目前来讲，穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling，那这样的话，很多的支撑之前估值、市值的商业模式是要发生根本变化的，所以对于资金来说，现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价；","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883311536,"gmtCreate":1631201350225,"gmtModify":1631883840693,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Pls up","text":"$Exela Technologies, Inc.(XELA)$Pls up","images":[{"img":"https://static.tigerbbs.com/4b49c2744d5ea0b1c438e19013c4d03b","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883311536","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174773644,"gmtCreate":1627149840488,"gmtModify":1631889136266,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174773644","repostId":"2154936718","repostType":2,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":849657931,"gmtCreate":1635754830657,"gmtModify":1635754830657,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849657931","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818827920,"gmtCreate":1630397609860,"gmtModify":1704959676168,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>upupup","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>upupup","text":"$Naked Brand Group Inc(NAKD)$upupup","images":[{"img":"https://static.tigerbbs.com/ecae61fd64b3dde392d77a63244a46bd","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818827920","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893257161,"gmtCreate":1628267102653,"gmtModify":1631889136249,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893257161","repostId":"893017450","repostType":1,"repost":{"id":893017450,"gmtCreate":1628220834770,"gmtModify":1628230589009,"author":{"id":"4091322689231690","authorId":"4091322689231690","name":"家哥的小黑屋","avatar":"https://static.tigerbbs.com/3dbf32f41923f7749b9529475b27a0fc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091322689231690","authorIdStr":"4091322689231690"},"themes":[],"title":"“解禁曲线”出现？快手进入了我的射程","htmlText":"最近中概股有点闹心，前几天教育股被血洗，后面延伸到大型互联网公司都受到了很大影响。这种大型公司下跌一定要拆成两个部分来看：一是基本面的问题。纯粹靠商业模式的公司、因为垄断对社会造成负外部性的公司、轻资产高杠杆的公司业务都会受到很大的影响——监管压力；二是估值问题。投资者对这类巨头的风险偏好需要重新估计，以前的互联网快速发展、打着擦边球发展的的时代已经过去了。所以我们可以看到腾讯阿里受到了影响，被点了名的美团下跌更猛，被安全审查的滴滴则一上市就开始暴跌。我很关注的<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，破发了。。。。。。之前我对快手的价格一直不怎么发表意见，毕竟上市前几天市场过分热情，价格打到太高。这次我准备说说，特别是当解禁来临，我很关注快手是否能走出大型互联网公司股价的经典走势——解禁曲线。1还是先说基本面问题以及过去这几个月的下跌原因快手之所以特别吸引我的注意，主要是。。。。。。上市之后涨得太火爆了。。。市值一度超过了1.7万亿港币。当时市场对快手商业模式的基本判断是这样的：稳住直播相关业务，线上营销（广告）和电商很具有想象力，二者有一个能够实现突破，估值的上涨空间就打开了。如果海外市场拓展顺利，那确实就起飞了。那个时间点市场热情非常高涨，按照1.7万亿的市值来看，当时那个估值的隐含逻辑是——快手已经把上面说到的，做成了。但市场总是要降温的，从2月份开始各大互联网巨头都开始了一波下跌，快手前几周涨得确实有点太猛了，所以跌得有点就更多。于是看着K线找理由的人就来了。我太熟悉这帮分析人士了，随着股价上上下下，一个公司的业务在他们嘴里也介乎“成了”和“没戏”之间，反复横跳。最近的一些市场人士分析蹦出来说，快手信息流广告和电商很难做啊，抖音最后会是赢家通","listText":"最近中概股有点闹心，前几天教育股被血洗，后面延伸到大型互联网公司都受到了很大影响。这种大型公司下跌一定要拆成两个部分来看：一是基本面的问题。纯粹靠商业模式的公司、因为垄断对社会造成负外部性的公司、轻资产高杠杆的公司业务都会受到很大的影响——监管压力；二是估值问题。投资者对这类巨头的风险偏好需要重新估计，以前的互联网快速发展、打着擦边球发展的的时代已经过去了。所以我们可以看到腾讯阿里受到了影响，被点了名的美团下跌更猛，被安全审查的滴滴则一上市就开始暴跌。我很关注的<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，破发了。。。。。。之前我对快手的价格一直不怎么发表意见，毕竟上市前几天市场过分热情，价格打到太高。这次我准备说说，特别是当解禁来临，我很关注快手是否能走出大型互联网公司股价的经典走势——解禁曲线。1还是先说基本面问题以及过去这几个月的下跌原因快手之所以特别吸引我的注意，主要是。。。。。。上市之后涨得太火爆了。。。市值一度超过了1.7万亿港币。当时市场对快手商业模式的基本判断是这样的：稳住直播相关业务，线上营销（广告）和电商很具有想象力，二者有一个能够实现突破，估值的上涨空间就打开了。如果海外市场拓展顺利，那确实就起飞了。那个时间点市场热情非常高涨，按照1.7万亿的市值来看，当时那个估值的隐含逻辑是——快手已经把上面说到的，做成了。但市场总是要降温的，从2月份开始各大互联网巨头都开始了一波下跌，快手前几周涨得确实有点太猛了，所以跌得有点就更多。于是看着K线找理由的人就来了。我太熟悉这帮分析人士了，随着股价上上下下，一个公司的业务在他们嘴里也介乎“成了”和“没戏”之间，反复横跳。最近的一些市场人士分析蹦出来说，快手信息流广告和电商很难做啊，抖音最后会是赢家通","text":"最近中概股有点闹心，前几天教育股被血洗，后面延伸到大型互联网公司都受到了很大影响。这种大型公司下跌一定要拆成两个部分来看：一是基本面的问题。纯粹靠商业模式的公司、因为垄断对社会造成负外部性的公司、轻资产高杠杆的公司业务都会受到很大的影响——监管压力；二是估值问题。投资者对这类巨头的风险偏好需要重新估计，以前的互联网快速发展、打着擦边球发展的的时代已经过去了。所以我们可以看到腾讯阿里受到了影响，被点了名的美团下跌更猛，被安全审查的滴滴则一上市就开始暴跌。我很关注的$快手-W(01024)$ ，破发了。。。。。。之前我对快手的价格一直不怎么发表意见，毕竟上市前几天市场过分热情，价格打到太高。这次我准备说说，特别是当解禁来临，我很关注快手是否能走出大型互联网公司股价的经典走势——解禁曲线。1还是先说基本面问题以及过去这几个月的下跌原因快手之所以特别吸引我的注意，主要是。。。。。。上市之后涨得太火爆了。。。市值一度超过了1.7万亿港币。当时市场对快手商业模式的基本判断是这样的：稳住直播相关业务，线上营销（广告）和电商很具有想象力，二者有一个能够实现突破，估值的上涨空间就打开了。如果海外市场拓展顺利，那确实就起飞了。那个时间点市场热情非常高涨，按照1.7万亿的市值来看，当时那个估值的隐含逻辑是——快手已经把上面说到的，做成了。但市场总是要降温的，从2月份开始各大互联网巨头都开始了一波下跌，快手前几周涨得确实有点太猛了，所以跌得有点就更多。于是看着K线找理由的人就来了。我太熟悉这帮分析人士了，随着股价上上下下，一个公司的业务在他们嘴里也介乎“成了”和“没戏”之间，反复横跳。最近的一些市场人士分析蹦出来说，快手信息流广告和电商很难做啊，抖音最后会是赢家通","images":[{"img":"https://static.tigerbbs.com/1256fa3ea273a5aea246a335b4e827be","width":"688","height":"370"},{"img":"https://static.tigerbbs.com/e286bce46afb1489e8a8c2a8424b68c5","width":"688","height":"501"},{"img":"https://static.tigerbbs.com/f5f9870d426db912e0e26bdb8d985ac1","width":"688","height":"368"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893017450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808352749,"gmtCreate":1627560333081,"gmtModify":1631889136249,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Gogogo ","listText":"Gogogo ","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808352749","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801726824,"gmtCreate":1627536646068,"gmtModify":1631889136253,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"No ","listText":"No ","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801726824","repostId":"2155774359","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801459767,"gmtCreate":1627529814459,"gmtModify":1631889136256,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801459767","repostId":"1129095809","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801450321,"gmtCreate":1627529693763,"gmtModify":1631889136261,"author":{"id":"4090038505779510","authorId":"4090038505779510","name":"Styleunme","avatar":"https://static.tigerbbs.com/ef6fee1953c75c9a88f6e39dcdb5474b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090038505779510","authorIdStr":"4090038505779510"},"themes":[],"htmlText":"Go up ","listText":"Go up ","text":"Go up","images":[{"img":"https://static.tigerbbs.com/3c6066642c70eae0ff8676c04ec74393","width":"750","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801450321","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
