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準備好
07-05
$嘀嗒出行(02559)$
该反弹了
準備好
2023-12-22
现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易
$心动公司(02400)$
$三七互娱(002555)$
$中手游(00302)$
準備好
2023-02-27
与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。
$有道(DAO)$
準備好
2022-06-09
$万物新生(RERE)$
$京东(JD)$
和京东合作,有保障,好发展
準備好
2022-04-14
$简普科技(JT)$
这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊
準備好
2022-03-30
$海银控股(HYW)$
从整体趋势看海银,不难发现海银仍没有触及其价格压力线。
準備好
2022-03-11
$海银控股(HYW)$
下周大伙对中概股的什么看法?
準備好
2022-03-04
[开心]
@三合智能:从地方政府城投债到政信债
準備好
2022-02-22
$洋葱集团(OG)$
$云集(YJ)$
$万里马(300591)$
近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。
準備好
2022-01-27
$洋葱集团(OG)$
看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了
準備好
2021-12-20
$中手游(00302)$
很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。
準備好
2021-12-17
$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?
準備好
2021-10-22
陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?
$映客(03700)$
提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。
陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?
準備好
2021-10-19
$中手游(00302)$
斗罗大陆在泰国免费榜第一,畅销榜第3,海外业绩今年能上100倍不?
去老虎APP查看更多动态
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$中手游(00302)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/254855958028424","isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529203049958723","authorId":"3529203049958723","name":"巴菲特第三","avatar":"https://static.tigerbbs.com/027d69f95a8bc9872e2f5dc6deaddd2b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3529203049958723","authorIdStr":"3529203049958723"},"content":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机","text":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机","html":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624299518,"gmtCreate":1677481380334,"gmtModify":1677481381544,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。<a 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</a>","text":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。$有道(DAO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":7,"repostSize":20,"link":"https://laohu8.com/post/624299518","isVote":1,"tweetType":1,"viewCount":135162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4128592237360290","authorId":"4128592237360290","name":"风满万华","avatar":"https://static.tigerbbs.com/2bfafb6a6f8f18193310049baf0adffb","crmLevel":1,"crmLevelSwitch":0,"idStr":"4128592237360290","authorIdStr":"4128592237360290"},"content":"在双减环境下,教育行业纷纷转型,能够继续深耕教育且盈利的,网易有道算是很少的了。","text":"在双减环境下,教育行业纷纷转型,能够继续深耕教育且盈利的,网易有道算是很少的了。","html":"在双减环境下,教育行业纷纷转型,能够继续深耕教育且盈利的,网易有道算是很少的了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680940218,"gmtCreate":1654754483839,"gmtModify":1704860308970,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>和京东合作,有保障,好发展","text":"$万物新生(RERE)$$京东(JD)$和京东合作,有保障,好发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680940218","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613509100,"gmtCreate":1649927133801,"gmtModify":1649927133801,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","text":"$简普科技(JT)$这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613509100","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610654464,"gmtCreate":1648615709887,"gmtModify":1648615709887,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","text":"$海银控股(HYW)$从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610654464","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635699616,"gmtCreate":1646965981929,"gmtModify":1646965981929,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","text":"$海银控股(HYW)$下周大伙对中概股的什么看法?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635699616","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632856947,"gmtCreate":1646362922531,"gmtModify":1646362922531,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632856947","repostId":"636553626","repostType":1,"repost":{"id":636553626,"gmtCreate":1646019903124,"gmtModify":1646032665937,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"从地方政府城投债到政信债","htmlText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638442317,"gmtCreate":1645509961051,"gmtModify":1645510471454,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","text":"$洋葱集团(OG)$$云集(YJ)$$万里马(300591)$近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638442317","isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639815597,"gmtCreate":1643246812825,"gmtModify":1643246812825,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","text":"$洋葱集团(OG)$看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639815597","isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693188837,"gmtCreate":1639985693516,"gmtModify":1639985693516,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","text":"$中手游(00302)$ 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693188837","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699903500,"gmtCreate":1639731204151,"gmtModify":1639731204151,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","text":"$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699903500","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851821843,"gmtCreate":1634893625768,"gmtModify":1634894031567,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"title":"陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$</a>提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","text":"$洋葱集团(OG)$$云集(YJ)$$万里马(300591)$近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638442317","isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639815597,"gmtCreate":1643246812825,"gmtModify":1643246812825,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","text":"$洋葱集团(OG)$看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639815597","isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851821843,"gmtCreate":1634893625768,"gmtModify":1634894031567,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"title":"陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?","htmlText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/03700\">$映客(03700)$</a>提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","text":"$映客(03700)$提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851821843","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324259552550952,"gmtCreate":1720170773032,"gmtModify":1720170774314,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 该反弹了","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 该反弹了","text":"$嘀嗒出行(02559)$ 该反弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324259552550952","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680940218,"gmtCreate":1654754483839,"gmtModify":1704860308970,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>和京东合作,有保障,好发展","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>和京东合作,有保障,好发展","text":"$万物新生(RERE)$$京东(JD)$和京东合作,有保障,好发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680940218","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613509100,"gmtCreate":1649927133801,"gmtModify":1649927133801,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","text":"$简普科技(JT)$这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613509100","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610654464,"gmtCreate":1648615709887,"gmtModify":1648615709887,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","text":"$海银控股(HYW)$从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610654464","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635699616,"gmtCreate":1646965981929,"gmtModify":1646965981929,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","text":"$海银控股(HYW)$下周大伙对中概股的什么看法?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635699616","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632856947,"gmtCreate":1646362922531,"gmtModify":1646362922531,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632856947","repostId":"636553626","repostType":1,"repost":{"id":636553626,"gmtCreate":1646019903124,"gmtModify":1646032665937,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"从地方政府城投债到政信债","htmlText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699903500,"gmtCreate":1639731204151,"gmtModify":1639731204151,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","text":"$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699903500","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}