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2021-08-11

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Samsung unveils new foldable smartphones with lower prices to expand market

2021-09-01

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2021-08-20

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Some China concepts stocks are expanding gains further in morning trading

2021-09-10

$SATS LTD.(S58.SI)$[财迷]

2021-09-21

$New Oriental Education & Technology(EDU)$[财迷]

2021-08-25

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2021-12-08

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外媒头条：市值突破2.8万亿！苹果股价创历史新高

2021-11-06

$耐克(NKE)$[财迷]

2021-10-06

$Facebook(FB)$[财迷]

2021-09-18

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2021-09-13

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2021-08-24

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2021-08-20

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2021-12-23

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老虎盘前观察：腾讯减持京东，谁是受益的一方？

2021-11-28

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2021-11-22

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2021-11-10

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2021-11-10

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@ESHQ:$Tesla Motors(TSLA)$Even if Elon is selling 10% of his stakes, he can’t be selling all at one go. Thus price will drop but gently and not what all expects a straight 10-20%. Some even ridiculous to suggest a 40-50% drop haha..Adding on, that now when people are scare, we should be greedy! I will be holding all I have :)Take note guys, Apple pre-spilt price per share is more than $30,000. I believe Tesla can surpass Apple in 5-10 years time. HOLD and buy the dip when it reaches my price. 🚀🚀🚀🚀🚀🚀🚀🚀

2021-11-09

$星巴克(SBUX)$[财迷]

2021-11-09

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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698054768","repostId":"1176045481","repostType":2,"repost":{"id":"1176045481","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640265202,"share":"https://www.laohu8.com/m/news/1176045481?lang=&edition=full","pubTime":"2021-12-23 21:13","market":"us","language":"zh","title":"老虎盘前观察：腾讯减持京东，谁是受益的一方？","url":"https://stock-news.laohu8.com/highlight/detail?id=1176045481","media":"老虎锐评","summary":"盘前观察\n美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能","content":"<p><b>盘前观察</b></p>\n<p>美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能拉7.5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>依然是美股最强大的信仰。</p>\n<p><b>》》》</b><a href=\"https://laohu8.com/NW/1102894626\" target=\"_blank\"><b>盘前：大批经济数据来袭！美股指期货温和上涨</b></a></p>\n<p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>减持<a href=\"https://laohu8.com/S/JD\">京东</a></b></p>\n<p>这件事公布以后，港股的表现是<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7%。我不觉得腾讯该涨，我觉得京东美股会跌更多。很多人看到腾讯减持京东的新闻，首先就去看金额，其实最应该考虑的是时间。下表是腾讯过去几年宣布派息的时间和金额汇总。</p>\n<p><img src=\"https://static.tigerbbs.com/6437ba30f8651e92b16331a62eabe3b6\" tg-width=\"724\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p>\n<p>12月13日的时候，腾讯就发布公告称会发布期中派息的决议，这就打破了腾讯期末派息的惯例，这是第一个反常。其次，这次派息的规模远远高于正常年份派息的金额，超过10倍，这是第二个反常。如果把这两个反常联系在一起看，就会觉得这次派息带有很强的急迫性，不像是一个正常派息。用英文说，不像是Dividend，更像是Divestment。</p>\n<p>根据京东最新的年报，Huang River（腾讯）持有京东普通股527,207,099，持股比例为16.9%。这次减持了457,326,671股，减持过后Huang River（腾讯）的持股比例将下降至2.2%。</p>\n<p>对于京东来说，腾讯将所持股份通过派息发给股东，负面影响非常明显（京东到现在也没有对外出宣传稿）。根据京东掌门人2018年的说法，“微信的作用对我们十分重要。到目前为止，在所有新获取的顾客中，微信给我们带来的新增顾客达到了1/4”。腾讯和京东目前还存在战略合作关系，腾讯给京东提供微信的1级2级流量入口，但是这个协议即将在2022年5月27日到期。估计到期之后，两者将不会续约，京东未来将失去腾讯的流量支持。</p>\n<p>对于腾讯来说也不是好事情。在中国互联网阿里腾讯的圈地运动中，京东一直是腾讯在电商领域对抗阿里的排头兵。今天被迫进行Divestment，更像是腾讯生态圈的瓦解。要不就自己搞（电商），要不就只能少量持股，这可能是未来两大巨头的方向。这个时候该做的一件工作，就是把腾讯阿里旗下，持股超过15%甚至是10%的公司，都梳理一下。</p>\n<p>对于其它中概股/中国互联网企业，特别是两大巨头鼎力支持的企业，可能会面临跟京东同样的问题。利用巨头提供流量迅速打败对手的时代，将会一去不复返，大家将回归到自力更生的年代，这从长期来看是一件好事情。在美国，你听不到<a href=\"https://laohu8.com/S/AAPL\">苹果</a>或者<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>给自己投资的公司提供流量，因为这涉及到了垄断问题。</p>\n<p>巨头生态圈缩小，巨头下的企业将失去流量支持，科技公司将回到同一起跑线竞争，这将是未来的常态。</p>\n<p><img src=\"https://static.tigerbbs.com/b4f29586cf115e82ed4fe62da67bc77d\" tg-width=\"937\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p>腾讯(TCEHY) &amp; 京东(JD)：腾讯向股东派发京东港股。派息后腾讯将不再是京东第一大股东，刘炽平将卸任京东董事。</p>\n<p><a href=\"https://laohu8.com/S/MNSO\">名创优品</a>(MNSO)：Bloomberg：<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>考虑2022年在香港上市。</p>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA)：阿里云发布关于开源社区Apache Log4j2漏洞情况的说明。阿里云表示早期未意识到漏洞情况的严重性，将加强漏洞管理。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)：知情人士表示，<a href=\"https://laohu8.com/S/BIDU\">百度</a>教育、游戏等业务有小规模调整。百度MEG移动生态事业群组的游戏部门有人员调整情况，属正常业务运营调整，非传闻中大面积裁员。此前有报道称百度将从游戏部门裁员逾100人。</p>\n<p>百度(BIDU)：百度营销发布星光计划，推出三大举措。同时，百度营销在元宇宙等未来场景上进行布局。</p>\n<p><a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>(KXIN)：此前该公司达成1万辆定制电动卡车订单。</p>\n<p><b>其它</b></p>\n<p>全球确诊277,248,105(+712,020)例，死亡5,379,859(+6,742)例。</p>\n<p>美国确诊51,546,004(+168,409)例，死亡812,069(+1,349)例。</p>\n<p>纽约州确诊3,035,474(+28,924)例，死亡58,796(+57)例。</p>\n<p>浙江消保委约谈淘宝、京东等平台，针对平台主播直播不合规等现象。</p>\n<p><img src=\"https://static.tigerbbs.com/98b6579c53fa74e875aec759786ad002\" tg-width=\"936\" tg-height=\"78\" 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>老虎盘前观察：腾讯减持京东，谁是受益的一方？</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; 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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老虎盘前观察：腾讯减持京东，谁是受益的一方？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-12-23 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘前观察</b></p>\n<p>美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能拉7.5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>依然是美股最强大的信仰。</p>\n<p><b>》》》</b><a href=\"https://laohu8.com/NW/1102894626\" target=\"_blank\"><b>盘前：大批经济数据来袭！美股指期货温和上涨</b></a></p>\n<p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>减持<a href=\"https://laohu8.com/S/JD\">京东</a></b></p>\n<p>这件事公布以后，港股的表现是<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7%。我不觉得腾讯该涨，我觉得京东美股会跌更多。很多人看到腾讯减持京东的新闻，首先就去看金额，其实最应该考虑的是时间。下表是腾讯过去几年宣布派息的时间和金额汇总。</p>\n<p><img src=\"https://static.tigerbbs.com/6437ba30f8651e92b16331a62eabe3b6\" tg-width=\"724\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p>\n<p>12月13日的时候，腾讯就发布公告称会发布期中派息的决议，这就打破了腾讯期末派息的惯例，这是第一个反常。其次，这次派息的规模远远高于正常年份派息的金额，超过10倍，这是第二个反常。如果把这两个反常联系在一起看，就会觉得这次派息带有很强的急迫性，不像是一个正常派息。用英文说，不像是Dividend，更像是Divestment。</p>\n<p>根据京东最新的年报，Huang River（腾讯）持有京东普通股527,207,099，持股比例为16.9%。这次减持了457,326,671股，减持过后Huang River（腾讯）的持股比例将下降至2.2%。</p>\n<p>对于京东来说，腾讯将所持股份通过派息发给股东，负面影响非常明显（京东到现在也没有对外出宣传稿）。根据京东掌门人2018年的说法，“微信的作用对我们十分重要。到目前为止，在所有新获取的顾客中，微信给我们带来的新增顾客达到了1/4”。腾讯和京东目前还存在战略合作关系，腾讯给京东提供微信的1级2级流量入口，但是这个协议即将在2022年5月27日到期。估计到期之后，两者将不会续约，京东未来将失去腾讯的流量支持。</p>\n<p>对于腾讯来说也不是好事情。在中国互联网阿里腾讯的圈地运动中，京东一直是腾讯在电商领域对抗阿里的排头兵。今天被迫进行Divestment，更像是腾讯生态圈的瓦解。要不就自己搞（电商），要不就只能少量持股，这可能是未来两大巨头的方向。这个时候该做的一件工作，就是把腾讯阿里旗下，持股超过15%甚至是10%的公司，都梳理一下。</p>\n<p>对于其它中概股/中国互联网企业，特别是两大巨头鼎力支持的企业，可能会面临跟京东同样的问题。利用巨头提供流量迅速打败对手的时代，将会一去不复返，大家将回归到自力更生的年代，这从长期来看是一件好事情。在美国，你听不到<a href=\"https://laohu8.com/S/AAPL\">苹果</a>或者<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>给自己投资的公司提供流量，因为这涉及到了垄断问题。</p>\n<p>巨头生态圈缩小，巨头下的企业将失去流量支持，科技公司将回到同一起跑线竞争，这将是未来的常态。</p>\n<p><img src=\"https://static.tigerbbs.com/b4f29586cf115e82ed4fe62da67bc77d\" tg-width=\"937\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p>腾讯(TCEHY) &amp; 京东(JD)：腾讯向股东派发京东港股。派息后腾讯将不再是京东第一大股东，刘炽平将卸任京东董事。</p>\n<p><a href=\"https://laohu8.com/S/MNSO\">名创优品</a>(MNSO)：Bloomberg：<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>考虑2022年在香港上市。</p>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA)：阿里云发布关于开源社区Apache Log4j2漏洞情况的说明。阿里云表示早期未意识到漏洞情况的严重性，将加强漏洞管理。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)：知情人士表示，<a href=\"https://laohu8.com/S/BIDU\">百度</a>教育、游戏等业务有小规模调整。百度MEG移动生态事业群组的游戏部门有人员调整情况，属正常业务运营调整，非传闻中大面积裁员。此前有报道称百度将从游戏部门裁员逾100人。</p>\n<p>百度(BIDU)：百度营销发布星光计划，推出三大举措。同时，百度营销在元宇宙等未来场景上进行布局。</p>\n<p><a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>(KXIN)：此前该公司达成1万辆定制电动卡车订单。</p>\n<p><b>其它</b></p>\n<p>全球确诊277,248,105(+712,020)例，死亡5,379,859(+6,742)例。</p>\n<p>美国确诊51,546,004(+168,409)例，死亡812,069(+1,349)例。</p>\n<p>纽约州确诊3,035,474(+28,924)例，死亡58,796(+57)例。</p>\n<p>浙江消保委约谈淘宝、京东等平台，针对平台主播直播不合规等现象。</p>\n<p><img src=\"https://static.tigerbbs.com/98b6579c53fa74e875aec759786ad002\" tg-width=\"936\" tg-height=\"78\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/847d34c1e3c7971d406d09709e533466","relate_stocks":{"BK1502":"双十一","BK4558":"双十一","BK4509":"腾讯概念","BK1526":"科网股","JD":"京东","09618":"京东集团-SW","BK4524":"宅经济概念","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","TCEHY":"腾讯控股ADR","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1095":"互动媒体与服务","BK1586":"云计算","BK4504":"桥水持仓","00700":"腾讯控股","BK1591":"就地过年概念","BK1517":"云办公","BK1608":"元宇宙概念","BK1531":"手游股","BK4531":"中概回港概念","BK1589":"北水核心资产"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176045481","content_text":"盘前观察\n美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能拉7.5%，特斯拉依然是美股最强大的信仰。\n》》》盘前：大批经济数据来袭！美股指期货温和上涨\n腾讯减持京东\n这件事公布以后，港股的表现是腾讯涨4%，京东跌7%。我不觉得腾讯该涨，我觉得京东美股会跌更多。很多人看到腾讯减持京东的新闻，首先就去看金额，其实最应该考虑的是时间。下表是腾讯过去几年宣布派息的时间和金额汇总。\n\n12月13日的时候，腾讯就发布公告称会发布期中派息的决议，这就打破了腾讯期末派息的惯例，这是第一个反常。其次，这次派息的规模远远高于正常年份派息的金额，超过10倍，这是第二个反常。如果把这两个反常联系在一起看，就会觉得这次派息带有很强的急迫性，不像是一个正常派息。用英文说，不像是Dividend，更像是Divestment。\n根据京东最新的年报，Huang River（腾讯）持有京东普通股527,207,099，持股比例为16.9%。这次减持了457,326,671股，减持过后Huang River（腾讯）的持股比例将下降至2.2%。\n对于京东来说，腾讯将所持股份通过派息发给股东，负面影响非常明显（京东到现在也没有对外出宣传稿）。根据京东掌门人2018年的说法，“微信的作用对我们十分重要。到目前为止，在所有新获取的顾客中，微信给我们带来的新增顾客达到了1/4”。腾讯和京东目前还存在战略合作关系，腾讯给京东提供微信的1级2级流量入口，但是这个协议即将在2022年5月27日到期。估计到期之后，两者将不会续约，京东未来将失去腾讯的流量支持。\n对于腾讯来说也不是好事情。在中国互联网阿里腾讯的圈地运动中，京东一直是腾讯在电商领域对抗阿里的排头兵。今天被迫进行Divestment，更像是腾讯生态圈的瓦解。要不就自己搞（电商），要不就只能少量持股，这可能是未来两大巨头的方向。这个时候该做的一件工作，就是把腾讯阿里旗下，持股超过15%甚至是10%的公司，都梳理一下。\n对于其它中概股/中国互联网企业，特别是两大巨头鼎力支持的企业，可能会面临跟京东同样的问题。利用巨头提供流量迅速打败对手的时代，将会一去不复返，大家将回归到自力更生的年代，这从长期来看是一件好事情。在美国，你听不到苹果或者谷歌给自己投资的公司提供流量，因为这涉及到了垄断问题。\n巨头生态圈缩小，巨头下的企业将失去流量支持，科技公司将回到同一起跑线竞争，这将是未来的常态。\n\n公司新闻\n腾讯(TCEHY) & 京东(JD)：腾讯向股东派发京东港股。派息后腾讯将不再是京东第一大股东，刘炽平将卸任京东董事。\n名创优品(MNSO)：Bloomberg：名创优品考虑2022年在香港上市。\n阿里巴巴(BABA)：阿里云发布关于开源社区Apache Log4j2漏洞情况的说明。阿里云表示早期未意识到漏洞情况的严重性，将加强漏洞管理。\n百度(BIDU)：知情人士表示，百度教育、游戏等业务有小规模调整。百度MEG移动生态事业群组的游戏部门有人员调整情况，属正常业务运营调整，非传闻中大面积裁员。此前有报道称百度将从游戏部门裁员逾100人。\n百度(BIDU)：百度营销发布星光计划，推出三大举措。同时，百度营销在元宇宙等未来场景上进行布局。\n开心汽车(KXIN)：此前该公司达成1万辆定制电动卡车订单。\n其它\n全球确诊277,248,105(+712,020)例，死亡5,379,859(+6,742)例。\n美国确诊51,546,004(+168,409)例，死亡812,069(+1,349)例。\n纽约州确诊3,035,474(+28,924)例，死亡58,796(+57)例。\n浙江消保委约谈淘宝、京东等平台，针对平台主播直播不合规等现象。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606449563,"gmtCreate":1638923038152,"gmtModify":1638923039523,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091195548188570","authorIdStr":"4091195548188570"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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Thus price will drop but gently and not what all expects a straight 10-20%. Some even ridiculous to suggest a 40-50% drop haha..Adding on, that now when people are scare, we should be greedy! I will be holding all I have :)Take note guys, Apple pre-spilt price per share is more than $30,000. I believe Tesla can surpass Apple in 5-10 years time.&nbsp;HOLD and buy the dip when it reaches my price.&nbsp;🚀🚀🚀🚀🚀🚀🚀🚀","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Even if Elon is selling 10% of his stakes, he can’t be selling all at one go. Thus price will drop but gently and not what all expects a straight 10-20%. Some even ridiculous to suggest a 40-50% drop haha..Adding on, that now when people are scare, we should be greedy! I will be holding all I have :)Take note guys, Apple pre-spilt price per share is more than $30,000. I believe Tesla can surpass Apple in 5-10 years time.&nbsp;HOLD and buy the dip when it reaches my price.&nbsp;🚀🚀🚀🚀🚀🚀🚀🚀","text":"$Tesla Motors(TSLA)$Even if Elon is selling 10% of his stakes, he can’t be selling all at one go. Thus price will drop but gently and not what all expects a straight 10-20%. Some even ridiculous to suggest a 40-50% drop haha..Adding on, that now when people are scare, we should be greedy! I will be holding all I have :)Take note guys, Apple pre-spilt price per share is more than $30,000. I believe Tesla can surpass Apple in 5-10 years time. 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22:02","market":"us","language":"en","title":"Samsung unveils new foldable smartphones with lower prices to expand market","url":"https://stock-news.laohu8.com/highlight/detail?id=2158287101","media":"StreetInsider","summary":"SEOUL (Reuters) - Samsung Electronics unveiled its latest high-end foldable smartphones on Wednesday","content":"<p>SEOUL (Reuters) - Samsung Electronics unveiled its latest high-end foldable smartphones on Wednesday with lower prices than last year's offerings in a push to expand foldable demand beyond niche devices.</p>\n<p>The tech giant priced its 5G-enabled Galaxy Z Fold3 with 7.6-inch main screen to start at $1,799.99 in the United States, and clamshell Galaxy Z Flip3 at $999.99 - down from the launch prices of last year's models at $1,999 and $1,380, respectively.</p>\n<p>The Galaxy Z Fold3 and Z Flip3 will launch on August 27 starting in markets such as the United States and Europe.</p>\n<p>\"There's definitely demand for bigger screens as people consume more media content, and foldables are the only form that makes big screens very portable... the price hurdle is the issue,\" said Park Sung-soon, an analyst at Cape Investment &amp; Securities.</p>\n<p>Foldable phones, with about 8.6 million units expected to be shipped this year, are expected to account for just 0.6% of estimated 1.447 billion smartphones to be shipped.</p>\n<p>However, that is more than double the 3 million foldables shipped in 2020, and Samsung will lead the market with over 88% market share, according to Counterpoint Research.</p>\n<p>Besides price drops that analysts said could help capture more demand in the United States and perhaps China, Samsung's foldable unveiled on Wednesday touted lighter, thinner and improved design, durability, and compatibility with a stylus, which could absorb users of Samsung's Galaxy Note phablets whose key feature is the \"S Pen\".</p>\n<p>Samsung has said it is not discontinuing the Note, and mobile chief Koh Dong-jin said in March that the company is preparing a Note product launch for next year.</p>\n<p>In order for foldable smartphones to expand beyond niche models, prices of flagship models must drop to around $1,000-1,500, there must be more offerings from firms besides Samsung, and Apple's entry, which is expected around 2023, would be needed, Counterpoint analysts said in a report this year.</p>\n<p>Samsung also unveiled new smartwatches and earbuds on Wednesday with fresh designs and functions. Brisk sales of such high-margin accessories have added to the mobile division's profitability in recent quarters.</p>","source":"highlight_streetinsider","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>Samsung unveils new foldable smartphones with lower prices to expand market</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\">\nSamsung unveils new foldable smartphones with lower prices to expand market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18802263><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SEOUL (Reuters) - Samsung Electronics unveiled its latest high-end foldable smartphones on Wednesday with lower prices than last year's offerings in a push to expand foldable demand beyond niche ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18802263\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18802263","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158287101","content_text":"SEOUL (Reuters) - Samsung Electronics unveiled its latest high-end foldable smartphones on Wednesday with lower prices than last year's offerings in a push to expand foldable demand beyond niche devices.\nThe tech giant priced its 5G-enabled Galaxy Z Fold3 with 7.6-inch main screen to start at $1,799.99 in the United States, and clamshell Galaxy Z Flip3 at $999.99 - down from the launch prices of last year's models at $1,999 and $1,380, respectively.\nThe Galaxy Z Fold3 and Z Flip3 will launch on August 27 starting in markets such as the United States and Europe.\n\"There's definitely demand for bigger screens as people consume more media content, and foldables are the only form that makes big screens very portable... the price hurdle is the issue,\" said Park Sung-soon, an analyst at Cape Investment & Securities.\nFoldable phones, with about 8.6 million units expected to be shipped this year, are expected to account for just 0.6% of estimated 1.447 billion smartphones to be shipped.\nHowever, that is more than double the 3 million foldables shipped in 2020, and Samsung will lead the market with over 88% market share, according to Counterpoint Research.\nBesides price drops that analysts said could help capture more demand in the United States and perhaps China, Samsung's foldable unveiled on Wednesday touted lighter, thinner and improved design, durability, and compatibility with a stylus, which could absorb users of Samsung's Galaxy Note phablets whose key feature is the \"S Pen\".\nSamsung has said it is not discontinuing the Note, and mobile chief Koh Dong-jin said in March that the company is preparing a Note product launch for next year.\nIn order for foldable smartphones to expand beyond niche models, prices of flagship models must drop to around $1,000-1,500, there must be more offerings from firms besides Samsung, and Apple's entry, which is expected around 2023, would be needed, Counterpoint analysts said in a report this year.\nSamsung also unveiled new smartwatches and earbuds on Wednesday with fresh designs and functions. Brisk sales of such high-margin accessories have added to the mobile division's profitability in recent quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816406154,"gmtCreate":1630510648278,"gmtModify":1631890098370,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091195548188570","idStr":"4091195548188570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$Apple(AAPL)$[财迷] [财迷] [财迷] 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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\">\nSome China concepts stocks are expanding gains further in morning 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\">2021-08-20 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 20)&nbsp;Some China concepts stocks are&nbsp;expanding gains&nbsp;further&nbsp;in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/7e64db039d0bb529359ffe7f1c881899\" tg-width=\"279\" tg-height=\"840\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109225960","content_text":"(Aug 20) Some China concepts stocks are expanding gains further in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881914430,"gmtCreate":1631284990720,"gmtModify":1631888875596,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091195548188570","idStr":"4091195548188570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>[财迷]&nbsp;","text":"$SATS LTD.(S58.SI)$[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881914430","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869941184,"gmtCreate":1632238075048,"gmtModify":1632801835238,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091195548188570","idStr":"4091195548188570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>[财迷]&nbsp;","text":"$New Oriental Education & Technology(EDU)$[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869941184","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837466584,"gmtCreate":1629906052048,"gmtModify":1631885219278,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091195548188570","idStr":"4091195548188570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a>[财迷]&nbsp;","text":"$Costco(COST)$[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837466584","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606449563,"gmtCreate":1638923038152,"gmtModify":1638923039523,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091195548188570","idStr":"4091195548188570"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606449563","repostId":"2189674656","repostType":2,"repost":{"id":"2189674656","pubTimestamp":1638913113,"share":"https://www.laohu8.com/m/news/2189674656?lang=&edition=full","pubTime":"2021-12-08 05:38","market":"us","language":"zh","title":"外媒头条：市值突破2.8万亿！苹果股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2189674656","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业高管对通胀表示担忧 美联储加速taper压力走升</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b>\n</blockquote>\n<blockquote>\n <b>3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b>\n</blockquote>\n<blockquote>\n <b>4、洛杉矶港负责人预计供应链压力将至少持续到2022年底</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目标股价 虚拟现实和自动驾驶带来定心丸</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：2022年还是没有竞争对手能接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/957093fa98ee4fc8902a5e175f716ee4\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon</p>\n<p><b>美国银行业高管对通胀表示担忧 美联储加速taper压力走升</b></p>\n<p>美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。</p>\n<p>国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。</p>\n<p>Scharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。</p>\n<p>“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”</p>\n<p>高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。</p>\n<p>“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”</p>\n<p><img src=\"https://static.tigerbbs.com/7062bc67610ed5943cf066b86184f347\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b></p>\n<p>辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。</p>\n<p>“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”</p>\n<p>白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。</p>\n<p>但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。</p>\n<p>Bourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。</p>\n<p><img src=\"https://static.tigerbbs.com/0c207190bfaf3a8b77628b4e5446b844\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b></p>\n<p>原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。</p>\n<p>萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。</p>\n<p>“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。</p>\n<p>现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。</p>\n<p><img src=\"https://static.tigerbbs.com/108a3efaf5329348e69baeb5176e19a7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>洛杉矶港负责人预计供应链压力将至少持续到2022年底</b></p>\n<p>美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。</p>\n<p>“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。</p>\n<p>他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”</p>\n<p>尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。</p>\n<p><img src=\"https://static.tigerbbs.com/2025db280eca055dcb41e78980b20830\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸</b></p>\n<p>苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。</p>\n<p>分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。</p>\n<p>鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。</p>\n<p>“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”</p>\n<p><img src=\"https://static.tigerbbs.com/23918877a718c21a289d07e4fd590415\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>瑞银：2022年还是没有竞争对手能接近特斯拉</b></p>\n<p>瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。</p>\n<p>瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”</p>\n<p>为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。</p>\n<p>瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。</p>\n<p>但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”</p>","source":"XLCJ","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>外媒头条：市值突破2.8万亿！苹果股价创历史新高</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外媒头条：市值突破2.8万亿！苹果股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","GS":"高盛","SH":"标普500反向ETF","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","UBS":"瑞银","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","DOG":"道指反向ETF","TSLA":"特斯拉","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4559":"巴菲特持仓","BK4527":"明星科技股","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","BK4118":"综合性资本市场",".IXIC":"NASDAQ Composite","BK4551":"寇图资本持仓","UPRO":"三倍做多标普500ETF","QQQ":"纳指100ETF","UDOW":"道指三倍做多ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","BK4504":"桥水持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189674656","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n\n6、瑞银：2022年还是没有竞争对手能接近特斯拉\n\n高盛首席执行官David Solomon\n美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。\n富国银行首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。\n国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。\nScharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。\n“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”\n高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。\n“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”\n\n辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。\n“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”\n白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。\n但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。\nBourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。\n\n美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。\n萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。\n“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。\n现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。\n\n洛杉矶港负责人预计供应链压力将至少持续到2022年底\n美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。\n“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。\n他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”\n尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。\n\n摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。\n分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。\n鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。\n“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”\n\n瑞银：2022年还是没有竞争对手能接近特斯拉\n瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。\n瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”\n为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。\n瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及通用汽车等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。\n但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842403605,"gmtCreate":1636210629064,"gmtModify":1636210629212,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091195548188570","idStr":"4091195548188570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>[财迷]&nbsp;","listText":"<a 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698054768","repostId":"1176045481","repostType":2,"repost":{"id":"1176045481","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640265202,"share":"https://www.laohu8.com/m/news/1176045481?lang=&edition=full","pubTime":"2021-12-23 21:13","market":"us","language":"zh","title":"老虎盘前观察：腾讯减持京东，谁是受益的一方？","url":"https://stock-news.laohu8.com/highlight/detail?id=1176045481","media":"老虎锐评","summary":"盘前观察\n美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能","content":"<p><b>盘前观察</b></p>\n<p>美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能拉7.5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>依然是美股最强大的信仰。</p>\n<p><b>》》》</b><a href=\"https://laohu8.com/NW/1102894626\" target=\"_blank\"><b>盘前：大批经济数据来袭！美股指期货温和上涨</b></a></p>\n<p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>减持<a href=\"https://laohu8.com/S/JD\">京东</a></b></p>\n<p>这件事公布以后，港股的表现是<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7%。我不觉得腾讯该涨，我觉得京东美股会跌更多。很多人看到腾讯减持京东的新闻，首先就去看金额，其实最应该考虑的是时间。下表是腾讯过去几年宣布派息的时间和金额汇总。</p>\n<p><img src=\"https://static.tigerbbs.com/6437ba30f8651e92b16331a62eabe3b6\" tg-width=\"724\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p>\n<p>12月13日的时候，腾讯就发布公告称会发布期中派息的决议，这就打破了腾讯期末派息的惯例，这是第一个反常。其次，这次派息的规模远远高于正常年份派息的金额，超过10倍，这是第二个反常。如果把这两个反常联系在一起看，就会觉得这次派息带有很强的急迫性，不像是一个正常派息。用英文说，不像是Dividend，更像是Divestment。</p>\n<p>根据京东最新的年报，Huang River（腾讯）持有京东普通股527,207,099，持股比例为16.9%。这次减持了457,326,671股，减持过后Huang River（腾讯）的持股比例将下降至2.2%。</p>\n<p>对于京东来说，腾讯将所持股份通过派息发给股东，负面影响非常明显（京东到现在也没有对外出宣传稿）。根据京东掌门人2018年的说法，“微信的作用对我们十分重要。到目前为止，在所有新获取的顾客中，微信给我们带来的新增顾客达到了1/4”。腾讯和京东目前还存在战略合作关系，腾讯给京东提供微信的1级2级流量入口，但是这个协议即将在2022年5月27日到期。估计到期之后，两者将不会续约，京东未来将失去腾讯的流量支持。</p>\n<p>对于腾讯来说也不是好事情。在中国互联网阿里腾讯的圈地运动中，京东一直是腾讯在电商领域对抗阿里的排头兵。今天被迫进行Divestment，更像是腾讯生态圈的瓦解。要不就自己搞（电商），要不就只能少量持股，这可能是未来两大巨头的方向。这个时候该做的一件工作，就是把腾讯阿里旗下，持股超过15%甚至是10%的公司，都梳理一下。</p>\n<p>对于其它中概股/中国互联网企业，特别是两大巨头鼎力支持的企业，可能会面临跟京东同样的问题。利用巨头提供流量迅速打败对手的时代，将会一去不复返，大家将回归到自力更生的年代，这从长期来看是一件好事情。在美国，你听不到<a href=\"https://laohu8.com/S/AAPL\">苹果</a>或者<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>给自己投资的公司提供流量，因为这涉及到了垄断问题。</p>\n<p>巨头生态圈缩小，巨头下的企业将失去流量支持，科技公司将回到同一起跑线竞争，这将是未来的常态。</p>\n<p><img src=\"https://static.tigerbbs.com/b4f29586cf115e82ed4fe62da67bc77d\" tg-width=\"937\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p>腾讯(TCEHY) &amp; 京东(JD)：腾讯向股东派发京东港股。派息后腾讯将不再是京东第一大股东，刘炽平将卸任京东董事。</p>\n<p><a href=\"https://laohu8.com/S/MNSO\">名创优品</a>(MNSO)：Bloomberg：<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>考虑2022年在香港上市。</p>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA)：阿里云发布关于开源社区Apache Log4j2漏洞情况的说明。阿里云表示早期未意识到漏洞情况的严重性，将加强漏洞管理。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)：知情人士表示，<a href=\"https://laohu8.com/S/BIDU\">百度</a>教育、游戏等业务有小规模调整。百度MEG移动生态事业群组的游戏部门有人员调整情况，属正常业务运营调整，非传闻中大面积裁员。此前有报道称百度将从游戏部门裁员逾100人。</p>\n<p>百度(BIDU)：百度营销发布星光计划，推出三大举措。同时，百度营销在元宇宙等未来场景上进行布局。</p>\n<p><a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>(KXIN)：此前该公司达成1万辆定制电动卡车订单。</p>\n<p><b>其它</b></p>\n<p>全球确诊277,248,105(+712,020)例，死亡5,379,859(+6,742)例。</p>\n<p>美国确诊51,546,004(+168,409)例，死亡812,069(+1,349)例。</p>\n<p>纽约州确诊3,035,474(+28,924)例，死亡58,796(+57)例。</p>\n<p>浙江消保委约谈淘宝、京东等平台，针对平台主播直播不合规等现象。</p>\n<p><img src=\"https://static.tigerbbs.com/98b6579c53fa74e875aec759786ad002\" tg-width=\"936\" tg-height=\"78\" 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>老虎盘前观察：腾讯减持京东，谁是受益的一方？</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; 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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老虎盘前观察：腾讯减持京东，谁是受益的一方？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-12-23 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘前观察</b></p>\n<p>美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能拉7.5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>依然是美股最强大的信仰。</p>\n<p><b>》》》</b><a href=\"https://laohu8.com/NW/1102894626\" target=\"_blank\"><b>盘前：大批经济数据来袭！美股指期货温和上涨</b></a></p>\n<p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>减持<a href=\"https://laohu8.com/S/JD\">京东</a></b></p>\n<p>这件事公布以后，港股的表现是<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7%。我不觉得腾讯该涨，我觉得京东美股会跌更多。很多人看到腾讯减持京东的新闻，首先就去看金额，其实最应该考虑的是时间。下表是腾讯过去几年宣布派息的时间和金额汇总。</p>\n<p><img src=\"https://static.tigerbbs.com/6437ba30f8651e92b16331a62eabe3b6\" tg-width=\"724\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p>\n<p>12月13日的时候，腾讯就发布公告称会发布期中派息的决议，这就打破了腾讯期末派息的惯例，这是第一个反常。其次，这次派息的规模远远高于正常年份派息的金额，超过10倍，这是第二个反常。如果把这两个反常联系在一起看，就会觉得这次派息带有很强的急迫性，不像是一个正常派息。用英文说，不像是Dividend，更像是Divestment。</p>\n<p>根据京东最新的年报，Huang River（腾讯）持有京东普通股527,207,099，持股比例为16.9%。这次减持了457,326,671股，减持过后Huang River（腾讯）的持股比例将下降至2.2%。</p>\n<p>对于京东来说，腾讯将所持股份通过派息发给股东，负面影响非常明显（京东到现在也没有对外出宣传稿）。根据京东掌门人2018年的说法，“微信的作用对我们十分重要。到目前为止，在所有新获取的顾客中，微信给我们带来的新增顾客达到了1/4”。腾讯和京东目前还存在战略合作关系，腾讯给京东提供微信的1级2级流量入口，但是这个协议即将在2022年5月27日到期。估计到期之后，两者将不会续约，京东未来将失去腾讯的流量支持。</p>\n<p>对于腾讯来说也不是好事情。在中国互联网阿里腾讯的圈地运动中，京东一直是腾讯在电商领域对抗阿里的排头兵。今天被迫进行Divestment，更像是腾讯生态圈的瓦解。要不就自己搞（电商），要不就只能少量持股，这可能是未来两大巨头的方向。这个时候该做的一件工作，就是把腾讯阿里旗下，持股超过15%甚至是10%的公司，都梳理一下。</p>\n<p>对于其它中概股/中国互联网企业，特别是两大巨头鼎力支持的企业，可能会面临跟京东同样的问题。利用巨头提供流量迅速打败对手的时代，将会一去不复返，大家将回归到自力更生的年代，这从长期来看是一件好事情。在美国，你听不到<a href=\"https://laohu8.com/S/AAPL\">苹果</a>或者<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>给自己投资的公司提供流量，因为这涉及到了垄断问题。</p>\n<p>巨头生态圈缩小，巨头下的企业将失去流量支持，科技公司将回到同一起跑线竞争，这将是未来的常态。</p>\n<p><img src=\"https://static.tigerbbs.com/b4f29586cf115e82ed4fe62da67bc77d\" tg-width=\"937\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p>腾讯(TCEHY) &amp; 京东(JD)：腾讯向股东派发京东港股。派息后腾讯将不再是京东第一大股东，刘炽平将卸任京东董事。</p>\n<p><a href=\"https://laohu8.com/S/MNSO\">名创优品</a>(MNSO)：Bloomberg：<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>考虑2022年在香港上市。</p>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA)：阿里云发布关于开源社区Apache Log4j2漏洞情况的说明。阿里云表示早期未意识到漏洞情况的严重性，将加强漏洞管理。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)：知情人士表示，<a href=\"https://laohu8.com/S/BIDU\">百度</a>教育、游戏等业务有小规模调整。百度MEG移动生态事业群组的游戏部门有人员调整情况，属正常业务运营调整，非传闻中大面积裁员。此前有报道称百度将从游戏部门裁员逾100人。</p>\n<p>百度(BIDU)：百度营销发布星光计划，推出三大举措。同时，百度营销在元宇宙等未来场景上进行布局。</p>\n<p><a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>(KXIN)：此前该公司达成1万辆定制电动卡车订单。</p>\n<p><b>其它</b></p>\n<p>全球确诊277,248,105(+712,020)例，死亡5,379,859(+6,742)例。</p>\n<p>美国确诊51,546,004(+168,409)例，死亡812,069(+1,349)例。</p>\n<p>纽约州确诊3,035,474(+28,924)例，死亡58,796(+57)例。</p>\n<p>浙江消保委约谈淘宝、京东等平台，针对平台主播直播不合规等现象。</p>\n<p><img src=\"https://static.tigerbbs.com/98b6579c53fa74e875aec759786ad002\" tg-width=\"936\" tg-height=\"78\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/847d34c1e3c7971d406d09709e533466","relate_stocks":{"BK1502":"双十一","BK4558":"双十一","BK4509":"腾讯概念","BK1526":"科网股","JD":"京东","09618":"京东集团-SW","BK4524":"宅经济概念","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","TCEHY":"腾讯控股ADR","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1095":"互动媒体与服务","BK1586":"云计算","BK4504":"桥水持仓","00700":"腾讯控股","BK1591":"就地过年概念","BK1517":"云办公","BK1608":"元宇宙概念","BK1531":"手游股","BK4531":"中概回港概念","BK1589":"北水核心资产"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176045481","content_text":"盘前观察\n美股盘前上涨。先简单说马斯克的减持，昨天等来了补传的第二份Form 4，和周三出售的两份Form 4文件。周二周三马斯克都出售了934,091股，看来马斯克还没有卖完——没卖完就靠一句话也能拉7.5%，特斯拉依然是美股最强大的信仰。\n》》》盘前：大批经济数据来袭！美股指期货温和上涨\n腾讯减持京东\n这件事公布以后，港股的表现是腾讯涨4%，京东跌7%。我不觉得腾讯该涨，我觉得京东美股会跌更多。很多人看到腾讯减持京东的新闻，首先就去看金额，其实最应该考虑的是时间。下表是腾讯过去几年宣布派息的时间和金额汇总。\n\n12月13日的时候，腾讯就发布公告称会发布期中派息的决议，这就打破了腾讯期末派息的惯例，这是第一个反常。其次，这次派息的规模远远高于正常年份派息的金额，超过10倍，这是第二个反常。如果把这两个反常联系在一起看，就会觉得这次派息带有很强的急迫性，不像是一个正常派息。用英文说，不像是Dividend，更像是Divestment。\n根据京东最新的年报，Huang River（腾讯）持有京东普通股527,207,099，持股比例为16.9%。这次减持了457,326,671股，减持过后Huang River（腾讯）的持股比例将下降至2.2%。\n对于京东来说，腾讯将所持股份通过派息发给股东，负面影响非常明显（京东到现在也没有对外出宣传稿）。根据京东掌门人2018年的说法，“微信的作用对我们十分重要。到目前为止，在所有新获取的顾客中，微信给我们带来的新增顾客达到了1/4”。腾讯和京东目前还存在战略合作关系，腾讯给京东提供微信的1级2级流量入口，但是这个协议即将在2022年5月27日到期。估计到期之后，两者将不会续约，京东未来将失去腾讯的流量支持。\n对于腾讯来说也不是好事情。在中国互联网阿里腾讯的圈地运动中，京东一直是腾讯在电商领域对抗阿里的排头兵。今天被迫进行Divestment，更像是腾讯生态圈的瓦解。要不就自己搞（电商），要不就只能少量持股，这可能是未来两大巨头的方向。这个时候该做的一件工作，就是把腾讯阿里旗下，持股超过15%甚至是10%的公司，都梳理一下。\n对于其它中概股/中国互联网企业，特别是两大巨头鼎力支持的企业，可能会面临跟京东同样的问题。利用巨头提供流量迅速打败对手的时代，将会一去不复返，大家将回归到自力更生的年代，这从长期来看是一件好事情。在美国，你听不到苹果或者谷歌给自己投资的公司提供流量，因为这涉及到了垄断问题。\n巨头生态圈缩小，巨头下的企业将失去流量支持，科技公司将回到同一起跑线竞争，这将是未来的常态。\n\n公司新闻\n腾讯(TCEHY) & 京东(JD)：腾讯向股东派发京东港股。派息后腾讯将不再是京东第一大股东，刘炽平将卸任京东董事。\n名创优品(MNSO)：Bloomberg：名创优品考虑2022年在香港上市。\n阿里巴巴(BABA)：阿里云发布关于开源社区Apache Log4j2漏洞情况的说明。阿里云表示早期未意识到漏洞情况的严重性，将加强漏洞管理。\n百度(BIDU)：知情人士表示，百度教育、游戏等业务有小规模调整。百度MEG移动生态事业群组的游戏部门有人员调整情况，属正常业务运营调整，非传闻中大面积裁员。此前有报道称百度将从游戏部门裁员逾100人。\n百度(BIDU)：百度营销发布星光计划，推出三大举措。同时，百度营销在元宇宙等未来场景上进行布局。\n开心汽车(KXIN)：此前该公司达成1万辆定制电动卡车订单。\n其它\n全球确诊277,248,105(+712,020)例，死亡5,379,859(+6,742)例。\n美国确诊51,546,004(+168,409)例，死亡812,069(+1,349)例。\n纽约州确诊3,035,474(+28,924)例，死亡58,796(+57)例。\n浙江消保委约谈淘宝、京东等平台，针对平台主播直播不合规等现象。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600897380,"gmtCreate":1638113744171,"gmtModify":1638113744171,"author":{"id":"4091195548188570","authorId":"4091195548188570","name":"2bd7450e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091195548188570","idStr":"4091195548188570"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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