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地主plus
留得五湖明月在,不愁无处下金钩
IP属地:北京
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地主plus
2016-10-22
$凡利亚药品国际(VRX)$ 艾克曼3季度又补仓了
地主plus
2019-03-16
$特斯拉(TSLA)$忍到240,跌破就清仓
地主plus
2019-10-21
$云集(YJ)$这个怎么没有期权呢
地主plus
2019-04-09
$拼多多(PDD)$ 用了几个月拼多多,感觉还挺好的,买过几样东西,性价比还是挺高的,退货有邮费补贴,买东西免邮费,不像京东满一百才免邮费,拼多多平台体验确实很好,作为一个消费者,我觉着挺好,但作为投资者,平台能不能盈利确实是个值得思考的问题。
地主plus
2019-05-22
$特斯拉(TSLA)$看样子该反弹了
地主plus
2019-05-04
$京东(JD)$京东财报不会好看的
地主plus
2017-01-18
$Merrimack Pharmaceuticals(MACK)$ 真不一般的垃圾
地主plus
2020-12-01
感觉高德地图导航能力不如百度。
百度地图蒙圈:车主要加油误导母婴店 跑偏理由令人啼笑皆非
地主plus
2020-08-27
$小鹏汽车(XPEV)$
会不会跌破发行价,猜猜
地主plus
2019-05-13
$工商银行(601398)$有闲钱可以买工行股票,比存款划算。
地主plus
2018-02-09
$上证指数(000001.SH)$ 癌股没治了,他妈的人家美股涨了十几年你不学,人家跌一下,你跟疯了似的,比人家还狠。
地主plus
2017-11-20
$贵州茅台(600519)$ 涨到头了!
地主plus
2019-05-10
$京东(JD)$不看好财报
地主plus
2019-01-31
$腾讯音乐(TME)$流通盘太小,庄家可以各种玩法。
地主plus
2019-01-23
$蔚来(NIO)$未来汽车或许有特斯拉的基因
地主plus
2016-11-29
$Adeptus Health Inc.(ADPT)$ 这股挺邪
地主plus
2020-11-10
$百度(BIDU)$
财报啥时候出来
地主plus
2020-12-15
$蓝月亮集团(06993)$
暗盘不能交易吗?为啥把订单给退了
地主plus
2019-05-10
$优步(UBER)$跌成狗
地主plus
2019-02-26
$优信(UXIN)$不像出货,是洗盘
去老虎APP查看更多动态
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**孬种","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309203702329544","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283913497383224,"gmtCreate":1710331162196,"gmtModify":1710331164080,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"波音是真往死里整自己","listText":"波音是真往死里整自己","text":"波音是真往死里整自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283913497383224","repostId":"1171451225","repostType":2,"repost":{"id":"1171451225","pubTimestamp":1710282716,"share":"https://www.laohu8.com/m/news/1171451225?lang=&edition=full","pubTime":"2024-03-13 06:31","market":"us","language":"zh","title":"美国FAA对波音737 Max客机调查报告出炉:33项审计未通过,占比超37%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171451225","media":"IT之家","summary":"针对 737 Max 机身承包商 Spirit AeroSystems 的调查报告中显示,有 7 项审计不合格,不合格率超过 50%。阿拉斯加航空随后宣布采取预防措施,暂时停飞机队的 65 架波音 737 Max 9 飞机。美国联邦航空管理局也下令各航空公司停飞波音 737 Max 9 飞机并对该机型进行安全检查。《华尔街日报》北京时间 3 月 10 日早间报道,两名知情人士声称,美国司法部对阿拉斯加航空公司波音 737 Max 9 型客机于 1 月 5 日发生的航班事故展开了刑事调查。","content":"<html><head></head><body><p>3月12日消息,据美国《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》当地时间 11 日报道,美国联邦航空管理局(FAA)针对<a href=\"https://laohu8.com/S/BA\">波音</a> 737 Max 客机进行了长达六周的审计调查后发现,波音公司在“质量把控方面存在很多问题”,在全部 89 项审计中,<strong>波音公司通过了 56 项,33 项未能通过,未通过占比超过 37%</strong>,共发现了 97 处可能不合规的情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f748ebc665eeaa817e04ee2e411e8079\" alt=\"▲ 《纽约时报》报道\" title=\"▲ 《纽约时报》报道\" tg-width=\"929\" tg-height=\"1146\"/><span>▲ 《纽约时报》报道</span></p><p style=\"text-align: justify;\">此外,美国联邦航空管理局的检查报告,波音 737 Max 飞机的制造商及其主要供应商在制造过程中出现几十个问题。针对 737 Max 机身承包商 Spirit AeroSystems 的调查报告中显示,<strong>有 7 项审计不合格,不合格率超过 50%</strong>。两家公司在审计中均有涉及飞机内嵌式应急门的未通过项目。</p><p style=\"text-align: justify;\">值得一提的是,据英国广播公司 12 日消息,此前曾多次爆料波音客机安全问题的波音前资深员工约翰・巴尼特(John Barnett),于 3 月 9 日被发现在美国一家酒店停车场内身亡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f846ce9f3d19fec3014da9a331e528f5\" alt=\"2\" title=\"2\" tg-width=\"705\" tg-height=\"732\"/><span>2</span></p><p style=\"text-align: justify;\">当地时间 1 月 5 日晚,美国阿拉斯加航空一架 737 Max 9 飞机在起飞后不久,<strong>左侧中后部应急舱门突然脱离机身</strong>,导致客舱瞬间释压,氧气面罩全部掉落。阿拉斯加航空随后宣布采取预防措施,暂时停飞机队的 65 架波音 737 Max 9 飞机。美国联邦航空管理局(FAA)也下令各航空公司停飞波音 737 Max 9 飞机并对该机型进行安全检查。据介绍,这项紧急适航指令将影响约 171 架飞机。</p><p style=\"text-align: justify;\">《华尔街日报》北京时间 3 月 10 日早间报道,两名知情人士声称,美国司法部对阿拉斯加航空公司波音 737 Max 9 型客机于 1 月 5 日发生的航班事故展开了刑事调查。这两名知情人士表示,作为新调查的一部分,美司法部约谈了涉事航班上的飞行员和空乘人员。其中一人表示,大陪审团已经被召集起来审查证据。美国联邦航空管理局还在一项审计中发现,波音公司在其制造过程中多次未能遵守质量控制要求。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/711978a2f2e59bfd2d1d56e26646b98d\" alt=\"\" title=\"\" tg-width=\"1016\" tg-height=\"646\"/></p><p style=\"text-align: justify;\">波音飞机的安全问题引发各界关注,整理今年已发生的多起事故如下:</p><ul style=\"\"><li><p>当地时间 1 月 5 日,一架波音 737 Max 9 从波特兰起飞后不久,机舱后段一扇可以用作紧急出口的舱门突然脱落,随即紧急返航;</p></li><li><p>当地时间 1 月 18 日,一架波音 747-8 型货机从迈阿密国际机场起飞,几分钟后在空中发生引擎起火,随即迫降;</p></li><li><p>当地时间 1 月 24 日,一架波音 757 客机在亚特兰大起飞前,被发现前轮脱落;</p></li><li><p>当地时间 2 月 19 日,一架自旧金山飞往波士顿的波音 757 客机在飞行途中发现一侧机翼受损,因此紧急迫降在丹佛;</p></li><li><p>美国广播公司当地时间 3 月 7 日报道,一架从得克萨斯州休斯敦飞往佛罗里达州迈尔斯堡的波音 737 客机,因其中一个发动机起火而被迫返航;</p></li><li><p>当地时间 3 月 7 日,一架从旧金山飞往日本大阪的波音 777-200 在飞行过程中丢失轮胎,起飞 25 分钟后改道洛杉矶迫降;</p></li><li><p>当地时间 3 月 8 日,一架波音 737 MAX 8 型客机在降落至得克萨斯州休斯敦时,在滑行过程中滑出跑道,冲进跑道旁的草坪;</p></li><li><p>当地时间 3 月 11 日,一架从悉尼飞往奥克兰的波音 787-9 客机出现技术问题,在飞行途中发生急降,造成了约 50 名乘客受伤。</p></li></ul></body></html>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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美国FAA对波音737 Max客机调查报告出炉:33项审计未通过,占比超37%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 06:31 北京时间 <a href=https://www.ithome.com/0/755/264.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月12日消息,据美国《纽约时报》当地时间 11 日报道,美国联邦航空管理局(FAA)针对波音 737 Max 客机进行了长达六周的审计调查后发现,波音公司在“质量把控方面存在很多问题”,在全部 89 项审计中,波音公司通过了 56 项,33 项未能通过,未通过占比超过 37%,共发现了 97 处可能不合规的情况。▲ 《纽约时报》报道此外,美国联邦航空管理局的检查报告,波音 737 Max 飞机的...</p>\n\n<a href=\"https://www.ithome.com/0/755/264.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94e31336d6af672b08c5ae7ff8b4ec12","relate_stocks":{},"source_url":"https://www.ithome.com/0/755/264.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171451225","content_text":"3月12日消息,据美国《纽约时报》当地时间 11 日报道,美国联邦航空管理局(FAA)针对波音 737 Max 客机进行了长达六周的审计调查后发现,波音公司在“质量把控方面存在很多问题”,在全部 89 项审计中,波音公司通过了 56 项,33 项未能通过,未通过占比超过 37%,共发现了 97 处可能不合规的情况。▲ 《纽约时报》报道此外,美国联邦航空管理局的检查报告,波音 737 Max 飞机的制造商及其主要供应商在制造过程中出现几十个问题。针对 737 Max 机身承包商 Spirit AeroSystems 的调查报告中显示,有 7 项审计不合格,不合格率超过 50%。两家公司在审计中均有涉及飞机内嵌式应急门的未通过项目。值得一提的是,据英国广播公司 12 日消息,此前曾多次爆料波音客机安全问题的波音前资深员工约翰・巴尼特(John Barnett),于 3 月 9 日被发现在美国一家酒店停车场内身亡。2当地时间 1 月 5 日晚,美国阿拉斯加航空一架 737 Max 9 飞机在起飞后不久,左侧中后部应急舱门突然脱离机身,导致客舱瞬间释压,氧气面罩全部掉落。阿拉斯加航空随后宣布采取预防措施,暂时停飞机队的 65 架波音 737 Max 9 飞机。美国联邦航空管理局(FAA)也下令各航空公司停飞波音 737 Max 9 飞机并对该机型进行安全检查。据介绍,这项紧急适航指令将影响约 171 架飞机。《华尔街日报》北京时间 3 月 10 日早间报道,两名知情人士声称,美国司法部对阿拉斯加航空公司波音 737 Max 9 型客机于 1 月 5 日发生的航班事故展开了刑事调查。这两名知情人士表示,作为新调查的一部分,美司法部约谈了涉事航班上的飞行员和空乘人员。其中一人表示,大陪审团已经被召集起来审查证据。美国联邦航空管理局还在一项审计中发现,波音公司在其制造过程中多次未能遵守质量控制要求。波音飞机的安全问题引发各界关注,整理今年已发生的多起事故如下:当地时间 1 月 5 日,一架波音 737 Max 9 从波特兰起飞后不久,机舱后段一扇可以用作紧急出口的舱门突然脱落,随即紧急返航;当地时间 1 月 18 日,一架波音 747-8 型货机从迈阿密国际机场起飞,几分钟后在空中发生引擎起火,随即迫降;当地时间 1 月 24 日,一架波音 757 客机在亚特兰大起飞前,被发现前轮脱落;当地时间 2 月 19 日,一架自旧金山飞往波士顿的波音 757 客机在飞行途中发现一侧机翼受损,因此紧急迫降在丹佛;美国广播公司当地时间 3 月 7 日报道,一架从得克萨斯州休斯敦飞往佛罗里达州迈尔斯堡的波音 737 客机,因其中一个发动机起火而被迫返航;当地时间 3 月 7 日,一架从旧金山飞往日本大阪的波音 777-200 在飞行过程中丢失轮胎,起飞 25 分钟后改道洛杉矶迫降;当地时间 3 月 8 日,一架波音 737 MAX 8 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又被百度坑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279191118782624","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804258219,"gmtCreate":1627959840631,"gmtModify":1627959840631,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"真得治理了","listText":"真得治理了","text":"真得治理了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804258219","repostId":"1121813214","repostType":2,"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386032991,"gmtCreate":1613108083213,"gmtModify":1613129080922,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>个人感觉这个股票还是有前途的,暴涨后的暴跌是大概率的,其实要是仔细观察前一天的走势是可以避免大部分利润回吐的,前一天盘中是有筹码松动的迹象,跟之前的走势大不相同,出现异常情况应该及时撤出观察,如果没有异常再上车。失败和赔钱是炒股的一部分,失败后的总结很重要,避免以后犯相同的错误,让损失的金钱物有所值。","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>个人感觉这个股票还是有前途的,暴涨后的暴跌是大概率的,其实要是仔细观察前一天的走势是可以避免大部分利润回吐的,前一天盘中是有筹码松动的迹象,跟之前的走势大不相同,出现异常情况应该及时撤出观察,如果没有异常再上车。失败和赔钱是炒股的一部分,失败后的总结很重要,避免以后犯相同的错误,让损失的金钱物有所值。","text":"$Tilray 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href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>没有冲劲呀","text":"$蓝月亮集团(06993)$没有冲劲呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394498975","isVote":1,"tweetType":1,"viewCount":2001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394681421,"gmtCreate":1608020828863,"gmtModify":1703850647438,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>暗盘不能交易吗?为啥把订单给退了","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>暗盘不能交易吗?为啥把订单给退了","text":"$蓝月亮集团(06993)$暗盘不能交易吗?为啥把订单给退了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394681421","isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392403806,"gmtCreate":1607499849905,"gmtModify":1703848253541,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"4300点,5年以后能到吗?","listText":"4300点,5年以后能到吗?","text":"4300点,5年以后能到吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392403806","repostId":"1179445442","repostType":2,"repost":{"id":"1179445442","pubTimestamp":1607492900,"share":"https://www.laohu8.com/m/news/1179445442?lang=&edition=full","pubTime":"2020-12-09 13:48","market":"sh","language":"zh","title":"私募大佬林园:4300点是牛市的真正起点","url":"https://stock-news.laohu8.com/highlight/detail?id=1179445442","media":"腾讯证券","summary":"展望2021年,林园认为,“我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。4300点是牛市真正的起点。”对于茅台","content":"<blockquote>\n 展望2021年,林园认为,“我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。4300点是牛市真正的起点。”对于茅台的卖出条件,林园表示,茅台的产销供不应求,卖出的人都是傻子。\n</blockquote>\n<p>新冠疫情冲击、全球市场剧烈震荡,2020年注定是令人印象深刻的一年,就连股神巴菲特也惊呼“活久见”。</p>\n<p>临近年底,沪指再次站上3400点,当前投资者该如何操作?展望2021年,A股市场会不会有大牛市?明年有哪些赛道值得重点关注?为此,<a href=\"https://laohu8.com/S/00700\">腾讯</a>财经发起“2021投资策略展望”系列访谈,本期对话嘉宾是私募大佬、林园投资董事长林园。</p>\n<p>对于年底的投资策略,林园表示,投资者应该选择抓大放小,即选择一些行业龙头来投资。林园认为,注册制下,股票供应量很大,定价也是市场化的,这可能会导致股市整体估值重心下移,但是市场上稀缺的股票,估值会相对稳定一些。</p>\n<p>展望2021年,林园认为,我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。林园认为,4300点是牛市真正的起点。</p>\n<p>对于行业的机会,林园表示,不看好资源类周期股,从2016年开始就坚决回避银行、地产股。林园认为,未来会继续满仓操作,长期看好医药、消费等“嘴巴经济”。他认为,医药属于婴儿期,未来20-30年内仍值得看好。</p>\n<p>对于高端白酒板块,林园认为,像<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>这样的公司,60倍PE是一个合理的估值。对于茅台的卖出条件,林园表示,茅台的产销供不应求,卖出的人都是傻子。</p>\n<p><b>A股没有泡沫,当下投资应该“抓大放小”</b></p>\n<p>腾讯财经:你曾经说过,真正赚钱要靠泡沫,怕高的一定是苦命人。目前的A股市场有没有泡沫?临近年底投资者该如何操作?</p>\n<p>林园:目前的市场没泡沫,因为现在指数还是没有完全进入牛市的状态,指数不断创出新高才会形成泡沫。</p>\n<p>当下投资应该“抓大放小”,即选择一些行业的龙头来投资。在注册制下,股票供应量是非常大的,定价也是市场化的,这可能会导致股市整体的估值重心往下沉,但是市场稀缺的股票毕竟是少的东西,这类稀缺的大公司会相对稳定一些。</p>\n<p><b>A股正朝着牛市方向奔跑,4300点是牛市真正的起点</b></p>\n<p>腾讯财经:临近年底,沪指再次站上3400点,展望2021年你觉得会不会有牛市?</p>\n<p>林园:我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。</p>\n<p>腾讯财经:你觉得明年大盘有可能突破4300点吗?</p>\n<p>林园:这个时间我不好说。因为4300点是牛市真正的起点。那时候买股票,套住的可能性非常小。有一半的投资者在4300点会被解放,因为有赚钱效益了。我觉得在一个投机市场,最可怕的就是赚钱效益。</p>\n<p><b>一直满仓操作,明年最看好A股市场</b></p>\n<p>腾讯财经:可否谈一谈你明年的投资策略?</p>\n<p>林园:我们投资实际上没有什么策略,一直都是满仓操作。我们长期看好医药、消费等“嘴巴经济”。</p>\n<p>腾讯财经:分市场来看,A股、港股、美股,明年你比较看好哪一个市场?</p>\n<p>林园:我当然比较看好A股了。我们提出来的口号是决战A股?从2016年开始我们把重点放在A股,只买进不卖出,决战A股,预备着牛市的到来。</p>\n<p><b>不看好资源类周期股和银行股</b></p>\n<p>腾讯财经:最近一段时间,机构几乎一致推荐顺周期板块,有券商认为顺周期主线预计将延续到明年一季度,你怎么看?</p>\n<p>林园:对于周期股行情我不是很看好,长期来说我们也不投资周期股。疫情引起的这种局部原材料的涨价,或者是商品供应的紧张,属于短期商品供求关系的改变,这个不会长久,长远来说大的机会我们看不到。</p>\n<p>记者:最近银行板块也受到资金的广泛关注,你是否看好?</p>\n<p>林园:我们认为银行未来数十年估值归零的这种可能是完全存在的,因此我们不参与这个板块的操作。以后不管是企业还是个人,社会对资金的需求应该不会比今天或者过去大。现在资金的需求量在降低,否则就不会出现社会融资利率逐年下降的情况。我们看看国外的发达国家,它的利息基本上是没有的。为什么?因为它们的社会投资、需要钱的地方已经非常少了。</p>\n<p><b>地产属于夕阳行业,坚决回避地产股</b></p>\n<p>腾讯财经:最近深圳出现万人抢房的现象,有人新房摇号中一签赚500万。你觉得当下买房和炒股哪一个更靠谱?</p>\n<p>林园:深圳这种属于局部地区的现象,因为它是在牛市里面,有赚钱效应。但是我们认为,即使这种现象过去20年都是对的,但是仍要小心,因为房子创造不了价值,完全就是局部的供求关系的影响。</p>\n<p>我们认为,地产行业不是一个朝阳行业,可以肯定地讲它是一个夕阳行业。而且是危险中的夕阳行业。我们看到大的地产商,我相信未来20年能存在的没有几家。我们自己感觉有风险的东西就不参与了,比如说银行地产,我从2016年开始就坚决回避这两个板块。</p>\n<p><b>医药还处于婴儿期,最看好三大细分领域</b></p>\n<p>腾讯财经:今年以来,“吃药喝酒”持续火爆,很多医药股的市盈率超过100倍,高端百茅台、<a href=\"https://laohu8.com/S/000858\">五粮液</a>的市盈率也达到50倍,你觉得这里面泡沫大吗?</p>\n<p>林园:医药行业现在还是一个婴儿,这个不算泡沫,真正的泡沫是等这个行业巨大了,那时才叫泡沫。我们炒股不光是看它的过去,比如说它过去的盈利,我们要看将来。炒股最关键的不光是盈利上的放大,就是PE的放大,还有股本的放大。白酒当然不算儿童期了,白酒最多是壮年期。我们判断一个行业,主要是看未来这个行业是在扩大还是在缩小。</p>\n<p>腾讯财经:最近因为集采的影响,A股很多医药股出现一定幅度的调整。展望明年,医药行业是否还有机会?</p>\n<p>林园:这些行业都有机会,我们看医药行业主要关注这三大块,高血压、心脏病、糖尿病,以及与这三种病相关的行业。医药行业,和健康有关系的我们都是看好的,这个会持续20年。</p>\n<p>腾讯财经:你怎么看医疗器械这个细分板块?最近这个板块受集采的冲击比较大。</p>\n<p>林园:医疗器械应该还是不错的。我说到的慢性病,包括呼吸道系统的疾病,最后都要用到一些器械。比如说呼吸不畅,或者是肺上有问题,气管有问题都需要吸氧,对吧?需要让它更加畅通,反正在这上面,有很多人在动脑子,你看器械也是层出不穷,这块消费是存在的。</p>\n<p>腾讯财经:今年医药板块的涨幅还是挺大的,公司旗下的产品有没有进行减仓?</p>\n<p>林园:我们没有,我们如果买了的话,医药板块是以20年到30年的投资期限来定位的,不会因为一时的涨跌做仓位上的调整。</p>\n<p><b>茅台的估值仍旧合理,现在卖出的是傻子</b></p>\n<p>腾讯财经:白酒股今年持续火爆,你觉得明年还有机会吗?</p>\n<p>林园:白酒是这样的,它一直是在走牛市,整个行业都是这样。所以我们对这个行业的关注现在是零,我们没有做更多的关注,我们只需要持有白酒板块的个股就好了。不再关注就意味着我不再买入了,但是,也意味着我们不会卖出。</p>\n<p>腾讯财经:有一种市场观点认为,像茅台这样的高端白酒股,达到60倍PE才能叫进入泡沫状态,你怎么看?</p>\n<p>林园:60倍PE是一个合理的估值。过去十五年,从茅台上市以后它的销售基本上没有遇到有什么困难,大多数时间商品是供不应求的。产品还没生产出来,场外就停着车等着去拉,并且能够持续超过15年,这种公司我们在全世界还没有见到。这就是我们对茅台最基本的看法。包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,它都还要降价,茅台很少降价。</p>\n<p>不要说茅台公司了,就是它的经销商都富得流油,所以我们要透过现象看本质。你说它行不行?我说它还行,这是站在我的角度上来说,手上没有一股茅台的,他说不行也很正常,但是他说了不算。</p>\n<p>腾讯财经:你觉得类似于茅台这样的高端白酒股,估值到了什么水平才会达到卖出的条件?</p>\n<p>林园:不需要卖出啊,卖出什么?它的产销供不应求你还卖出,卖出是傻子。你卖一次错一次,你还不吸取教训,还要去卖,卖啥呢?我记得茅台26块钱的时候,就有著名的财经评论员说太贵了。</p>","source":"txzq","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>私募大佬林园:4300点是牛市的真正起点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n私募大佬林园:4300点是牛市的真正起点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-09 13:48 北京时间 <a href=https://new.qq.com/rain/a/20201209A01PDX00><strong>腾讯证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>展望2021年,林园认为,“我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。4300点是牛市真正的起点。”对于茅台的卖出条件,林园表示,茅台的产销供不应求,卖出的人都是傻子。\n\n新冠疫情冲击、全球市场剧烈震荡,2020年注定是令人印象深刻的一年,就连股神巴菲特也惊呼“活久见”。\n临近年底,沪指再次站上3400点,...</p>\n\n<a href=\"https://new.qq.com/rain/a/20201209A01PDX00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{},"source_url":"https://new.qq.com/rain/a/20201209A01PDX00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179445442","content_text":"展望2021年,林园认为,“我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。4300点是牛市真正的起点。”对于茅台的卖出条件,林园表示,茅台的产销供不应求,卖出的人都是傻子。\n\n新冠疫情冲击、全球市场剧烈震荡,2020年注定是令人印象深刻的一年,就连股神巴菲特也惊呼“活久见”。\n临近年底,沪指再次站上3400点,当前投资者该如何操作?展望2021年,A股市场会不会有大牛市?明年有哪些赛道值得重点关注?为此,腾讯财经发起“2021投资策略展望”系列访谈,本期对话嘉宾是私募大佬、林园投资董事长林园。\n对于年底的投资策略,林园表示,投资者应该选择抓大放小,即选择一些行业龙头来投资。林园认为,注册制下,股票供应量很大,定价也是市场化的,这可能会导致股市整体估值重心下移,但是市场上稀缺的股票,估值会相对稳定一些。\n展望2021年,林园认为,我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。林园认为,4300点是牛市真正的起点。\n对于行业的机会,林园表示,不看好资源类周期股,从2016年开始就坚决回避银行、地产股。林园认为,未来会继续满仓操作,长期看好医药、消费等“嘴巴经济”。他认为,医药属于婴儿期,未来20-30年内仍值得看好。\n对于高端白酒板块,林园认为,像贵州茅台这样的公司,60倍PE是一个合理的估值。对于茅台的卖出条件,林园表示,茅台的产销供不应求,卖出的人都是傻子。\nA股没有泡沫,当下投资应该“抓大放小”\n腾讯财经:你曾经说过,真正赚钱要靠泡沫,怕高的一定是苦命人。目前的A股市场有没有泡沫?临近年底投资者该如何操作?\n林园:目前的市场没泡沫,因为现在指数还是没有完全进入牛市的状态,指数不断创出新高才会形成泡沫。\n当下投资应该“抓大放小”,即选择一些行业的龙头来投资。在注册制下,股票供应量是非常大的,定价也是市场化的,这可能会导致股市整体的估值重心往下沉,但是市场稀缺的股票毕竟是少的东西,这类稀缺的大公司会相对稳定一些。\nA股正朝着牛市方向奔跑,4300点是牛市真正的起点\n腾讯财经:临近年底,沪指再次站上3400点,展望2021年你觉得会不会有牛市?\n林园:我还是坚持过去12个月的观点,A股现在是在牛市初期。我们相信A股正在朝着牛市方向奔跑,一旦沪指突破4300点,A股牛市就要快马加鞭了。\n腾讯财经:你觉得明年大盘有可能突破4300点吗?\n林园:这个时间我不好说。因为4300点是牛市真正的起点。那时候买股票,套住的可能性非常小。有一半的投资者在4300点会被解放,因为有赚钱效益了。我觉得在一个投机市场,最可怕的就是赚钱效益。\n一直满仓操作,明年最看好A股市场\n腾讯财经:可否谈一谈你明年的投资策略?\n林园:我们投资实际上没有什么策略,一直都是满仓操作。我们长期看好医药、消费等“嘴巴经济”。\n腾讯财经:分市场来看,A股、港股、美股,明年你比较看好哪一个市场?\n林园:我当然比较看好A股了。我们提出来的口号是决战A股?从2016年开始我们把重点放在A股,只买进不卖出,决战A股,预备着牛市的到来。\n不看好资源类周期股和银行股\n腾讯财经:最近一段时间,机构几乎一致推荐顺周期板块,有券商认为顺周期主线预计将延续到明年一季度,你怎么看?\n林园:对于周期股行情我不是很看好,长期来说我们也不投资周期股。疫情引起的这种局部原材料的涨价,或者是商品供应的紧张,属于短期商品供求关系的改变,这个不会长久,长远来说大的机会我们看不到。\n记者:最近银行板块也受到资金的广泛关注,你是否看好?\n林园:我们认为银行未来数十年估值归零的这种可能是完全存在的,因此我们不参与这个板块的操作。以后不管是企业还是个人,社会对资金的需求应该不会比今天或者过去大。现在资金的需求量在降低,否则就不会出现社会融资利率逐年下降的情况。我们看看国外的发达国家,它的利息基本上是没有的。为什么?因为它们的社会投资、需要钱的地方已经非常少了。\n地产属于夕阳行业,坚决回避地产股\n腾讯财经:最近深圳出现万人抢房的现象,有人新房摇号中一签赚500万。你觉得当下买房和炒股哪一个更靠谱?\n林园:深圳这种属于局部地区的现象,因为它是在牛市里面,有赚钱效应。但是我们认为,即使这种现象过去20年都是对的,但是仍要小心,因为房子创造不了价值,完全就是局部的供求关系的影响。\n我们认为,地产行业不是一个朝阳行业,可以肯定地讲它是一个夕阳行业。而且是危险中的夕阳行业。我们看到大的地产商,我相信未来20年能存在的没有几家。我们自己感觉有风险的东西就不参与了,比如说银行地产,我从2016年开始就坚决回避这两个板块。\n医药还处于婴儿期,最看好三大细分领域\n腾讯财经:今年以来,“吃药喝酒”持续火爆,很多医药股的市盈率超过100倍,高端百茅台、五粮液的市盈率也达到50倍,你觉得这里面泡沫大吗?\n林园:医药行业现在还是一个婴儿,这个不算泡沫,真正的泡沫是等这个行业巨大了,那时才叫泡沫。我们炒股不光是看它的过去,比如说它过去的盈利,我们要看将来。炒股最关键的不光是盈利上的放大,就是PE的放大,还有股本的放大。白酒当然不算儿童期了,白酒最多是壮年期。我们判断一个行业,主要是看未来这个行业是在扩大还是在缩小。\n腾讯财经:最近因为集采的影响,A股很多医药股出现一定幅度的调整。展望明年,医药行业是否还有机会?\n林园:这些行业都有机会,我们看医药行业主要关注这三大块,高血压、心脏病、糖尿病,以及与这三种病相关的行业。医药行业,和健康有关系的我们都是看好的,这个会持续20年。\n腾讯财经:你怎么看医疗器械这个细分板块?最近这个板块受集采的冲击比较大。\n林园:医疗器械应该还是不错的。我说到的慢性病,包括呼吸道系统的疾病,最后都要用到一些器械。比如说呼吸不畅,或者是肺上有问题,气管有问题都需要吸氧,对吧?需要让它更加畅通,反正在这上面,有很多人在动脑子,你看器械也是层出不穷,这块消费是存在的。\n腾讯财经:今年医药板块的涨幅还是挺大的,公司旗下的产品有没有进行减仓?\n林园:我们没有,我们如果买了的话,医药板块是以20年到30年的投资期限来定位的,不会因为一时的涨跌做仓位上的调整。\n茅台的估值仍旧合理,现在卖出的是傻子\n腾讯财经:白酒股今年持续火爆,你觉得明年还有机会吗?\n林园:白酒是这样的,它一直是在走牛市,整个行业都是这样。所以我们对这个行业的关注现在是零,我们没有做更多的关注,我们只需要持有白酒板块的个股就好了。不再关注就意味着我不再买入了,但是,也意味着我们不会卖出。\n腾讯财经:有一种市场观点认为,像茅台这样的高端白酒股,达到60倍PE才能叫进入泡沫状态,你怎么看?\n林园:60倍PE是一个合理的估值。过去十五年,从茅台上市以后它的销售基本上没有遇到有什么困难,大多数时间商品是供不应求的。产品还没生产出来,场外就停着车等着去拉,并且能够持续超过15年,这种公司我们在全世界还没有见到。这就是我们对茅台最基本的看法。包括苹果,它都还要降价,茅台很少降价。\n不要说茅台公司了,就是它的经销商都富得流油,所以我们要透过现象看本质。你说它行不行?我说它还行,这是站在我的角度上来说,手上没有一股茅台的,他说不行也很正常,但是他说了不算。\n腾讯财经:你觉得类似于茅台这样的高端白酒股,估值到了什么水平才会达到卖出的条件?\n林园:不需要卖出啊,卖出什么?它的产销供不应求你还卖出,卖出是傻子。你卖一次错一次,你还不吸取教训,还要去卖,卖啥呢?我记得茅台26块钱的时候,就有著名的财经评论员说太贵了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398303603,"gmtCreate":1606823310502,"gmtModify":1703844668321,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"感觉高德地图导航能力不如百度。","listText":"感觉高德地图导航能力不如百度。","text":"感觉高德地图导航能力不如百度。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398303603","repostId":"2088714081","repostType":2,"isVote":1,"tweetType":1,"viewCount":3006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304804248,"gmtCreate":1605189971284,"gmtModify":1703836655871,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"<a 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18:38","market":"us","language":"zh","title":"微软欲收购TikTok,特朗普要的“中介费”能如愿吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2056017718","media":"成都商报红星新闻","summary":"从威胁封禁,到逼迫让美企收购,美国政府正对TikTok步步紧逼。而据《华尔街日报》报道,美国特朗普总统当地时间8月3日表示,他准备批准TikTok的出售,条件是美国政府拿到“一大笔钱”。据报道,特朗普","content":"<html><body><article><p>从威胁封禁,到逼迫让美企收购,美国政府正对TikTok步步紧逼。而据《华尔街日报》报道,美国特朗普总统当地时间8月3日表示,他准备批准TikTok的出售,条件是美国政府拿到“一大笔钱”。</p><p>据报道,特朗普告诉<a href=\"https://laohu8.com/S/MSFT\">微软</a>CEO纳德拉(Satya Nadella)称,TikTok交易的“相当大一部分钱应该进美国财政部,因为是我们让这笔交易得以实现。”</p><p>特朗普称,美国政府应从这笔交易中拿到“一大笔钱”美媒报道截图</p><p>然而,法律专家等指出,是白宫迫使TikTok出售给美国企业,这使得政府分一杯羹的要求更非比寻常,既不合法,也不道德。还有人忧虑,这将设下危险的案例,让美国企业界得不偿失,反受其害。</p><p><strong>特朗普要收“中介费”学者:不合法,也不道德</strong></p><p>报道称,几十年以来,美国政府都会就国家安全问题对境内的外国投资进行分析,但相关决定通常都是由美国外国投资委员会(CFIUS)来做出。而在TikTok这件事上,特朗普染指过多。</p><p>华盛顿彼得森国际经济研究所高级研究员加利·霍夫鲍尔称,特朗普这一提议让他想起了那些监控着盐业垄断的中世纪国王,“如果你想开采盐,那就先给皇室财库交钱。”</p><p>报道称,特朗普将这个“分一杯羹”的想法比作是地产界的key money,即为了确保拿到抢手资产而支付的额外费用。他8月3日在白宫的记者会上称,TikTok在美国运营获得了巨大成功,美国应该得到“补偿”,“这就有点像是房东和租客。没有租约,租客什么都没有。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12213683079/0\"/><p>特朗普 图据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》</p><p>特朗普称,TikTok“是一项很棒的资产”,但要成为一项好资产需要首先“得到美国政府的批准”。他后来还补充道:“不管具体金额是多少,这笔钱将从收购交易中来。这是其他任何人都想不到的主意,除了我。但这就是我的思维。我觉得这很公平。”</p><p>“一位总统提出政府应该从一笔商业交易中分得一部分钱,这是完全不合规的,尤其当这笔交易是他自己一手导演策划的。这个想法是不合法,也不道德的。”里士满大学法学教授卡尔·托比亚斯认为。</p><p>据《纽约时报》报道,特朗普总统7月31日还站在白宫贸易顾问彼得·纳瓦罗等“鹰派”一方,称不支持TikTok出售,计划对其执行禁令。但在同微软CEO纳德拉及林赛·格雷厄姆议员等进行一系列通话后改了主意。</p><p>据悉,特朗普多位幕僚提醒称,禁令可能引发激烈的法律战,也会伤害他在美国年轻人中的受欢迎程度。据TikTok称,其美国用户多达1亿人。</p><p><strong>危险的先例:美国企业界将反受其害</strong></p><p>《华尔街日报》评论中指出,微软应该拒绝特朗普的主张,因为这将设下一个危险的先例,也将让美国企业界反受其害。</p><p>评论称,如果这个提议是认真的,最后甚至证明是合法的,这就设下了一个通过执法机构来没收外国投资的极为危险的案例,而这也将开启一扇大门让美国企业遭受同样待遇。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12213683080/0\"/><p>微软已经同字节跳动联合向CFIUS提交有关申请文件 《华盛顿邮报》报道截图</p><p>而对微软来说,获得TikTok在美国及其他国家的业务可能是一大收获。但如果这笔交易中包含了不应有的美国财政部款项,美国企业界将受到的损失会远大于其所得。</p><p>而且,美国政府即便拿到了这笔钱对于联邦预算来说也没什么大用。即便是高达50亿美元,也只够本财年7个小时的开销而已。</p><p><strong>这类收购中,美国政府能拿什么钱?</strong></p><p>据《华盛顿邮报》报道,CFIUS会对那些涉及海外买家的收购计划进行评估,或对已经完成的收购进行评估。熟悉CFIUS评估的律师指出,财政部通常会在这一评估过程中收取费用,因为这些公司需支付适当的评估开销。这些费用金额是基于交易规模而定,但不能超过30万美元。</p><p>而微软2日的声明中指出,公司已经同字节跳动联合向CFIUS提交了其收购交易概况的申请文件。</p><p>“除了正常渠道的常规纳税义务,不管微软,还是TikTok或字节跳动,几方面都不可能向美国政府递支票。”小布什政府前财政部官员、华盛顿一家公共关系公司汉密尔顿地方策略公司合伙人托尼·弗拉托认为,任何付款都站不住脚。</p><p><strong>美媒:白宫可能会不了了之</strong></p><p>对于特朗普的上述主张,有美国媒体分析认为,特朗普常常对总统权力进行过度主张,随后又放弃。《华尔街日报》评论认为,白宫可能会在这个提议上不了了之。特朗普常常搞不清楚国际政治中的资金流转。他此前曾称,中国(而非美国消费者)要因关税而向美国政府支付数十亿美元。</p><p>“特朗普总统常常试图采取一些新的、极端的立场来展示他有多强大。”华盛顿的一名共和党战略咨询师亚历克斯·科南特指出,华盛顿的很多人可能会对他那些不着边际的荒诞提议翻白眼,但不可低估这对于很多选民具有简单直接的吸引力。</p><p>但是,特朗普的言论却会让不想在华盛顿惹麻烦的企业日子不好过。这一次,微软除了8月2日发布的声明之外,拒绝评论。那份声明指出,微软将“致力于收购TikTok,进行完整的安全评估,为美国包括美国财政部提供恰当的经济利益。”但这指的到底是税收还是其他资金安排则并不清楚。</p><p>据《华尔街日报》报道,白宫将记者涉及特朗普所主张的分钱问题转给了财政部,而财政部发言人又向记者转了总统本人的言论,并拒绝进一步评论。</p><p>红星新闻记者 王雅林 林容</p><p>编辑张寻</p><p>(下载红星新闻,报料有奖!)</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12007437370/0\"/></article></body></html>","source":"tencent","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>微软欲收购TikTok,特朗普要的“中介费”能如愿吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软欲收购TikTok,特朗普要的“中介费”能如愿吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-04 18:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008041843287a990dd6&s=b><strong>成都商报红星新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从威胁封禁,到逼迫让美企收购,美国政府正对TikTok步步紧逼。而据《华尔街日报》报道,美国特朗普总统当地时间8月3日表示,他准备批准TikTok的出售,条件是美国政府拿到“一大笔钱”。据报道,特朗普告诉微软CEO纳德拉(Satya Nadella)称,TikTok交易的“相当大一部分钱应该进美国财政部,因为是我们让这笔交易得以实现。”特朗普称,美国政府应从这笔交易中拿到“一大笔钱”美媒报道截图...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008041843287a990dd6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b22fa123517cb6d48b94210e6c127e1","relate_stocks":{"03086":"华夏纳指","MSFT":"微软","09086":"华夏纳指-U"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008041843287a990dd6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2056017718","content_text":"从威胁封禁,到逼迫让美企收购,美国政府正对TikTok步步紧逼。而据《华尔街日报》报道,美国特朗普总统当地时间8月3日表示,他准备批准TikTok的出售,条件是美国政府拿到“一大笔钱”。据报道,特朗普告诉微软CEO纳德拉(Satya Nadella)称,TikTok交易的“相当大一部分钱应该进美国财政部,因为是我们让这笔交易得以实现。”特朗普称,美国政府应从这笔交易中拿到“一大笔钱”美媒报道截图然而,法律专家等指出,是白宫迫使TikTok出售给美国企业,这使得政府分一杯羹的要求更非比寻常,既不合法,也不道德。还有人忧虑,这将设下危险的案例,让美国企业界得不偿失,反受其害。特朗普要收“中介费”学者:不合法,也不道德报道称,几十年以来,美国政府都会就国家安全问题对境内的外国投资进行分析,但相关决定通常都是由美国外国投资委员会(CFIUS)来做出。而在TikTok这件事上,特朗普染指过多。华盛顿彼得森国际经济研究所高级研究员加利·霍夫鲍尔称,特朗普这一提议让他想起了那些监控着盐业垄断的中世纪国王,“如果你想开采盐,那就先给皇室财库交钱。”报道称,特朗普将这个“分一杯羹”的想法比作是地产界的key money,即为了确保拿到抢手资产而支付的额外费用。他8月3日在白宫的记者会上称,TikTok在美国运营获得了巨大成功,美国应该得到“补偿”,“这就有点像是房东和租客。没有租约,租客什么都没有。”特朗普 图据《纽约时报》特朗普称,TikTok“是一项很棒的资产”,但要成为一项好资产需要首先“得到美国政府的批准”。他后来还补充道:“不管具体金额是多少,这笔钱将从收购交易中来。这是其他任何人都想不到的主意,除了我。但这就是我的思维。我觉得这很公平。”“一位总统提出政府应该从一笔商业交易中分得一部分钱,这是完全不合规的,尤其当这笔交易是他自己一手导演策划的。这个想法是不合法,也不道德的。”里士满大学法学教授卡尔·托比亚斯认为。据《纽约时报》报道,特朗普总统7月31日还站在白宫贸易顾问彼得·纳瓦罗等“鹰派”一方,称不支持TikTok出售,计划对其执行禁令。但在同微软CEO纳德拉及林赛·格雷厄姆议员等进行一系列通话后改了主意。据悉,特朗普多位幕僚提醒称,禁令可能引发激烈的法律战,也会伤害他在美国年轻人中的受欢迎程度。据TikTok称,其美国用户多达1亿人。危险的先例:美国企业界将反受其害《华尔街日报》评论中指出,微软应该拒绝特朗普的主张,因为这将设下一个危险的先例,也将让美国企业界反受其害。评论称,如果这个提议是认真的,最后甚至证明是合法的,这就设下了一个通过执法机构来没收外国投资的极为危险的案例,而这也将开启一扇大门让美国企业遭受同样待遇。微软已经同字节跳动联合向CFIUS提交有关申请文件 《华盛顿邮报》报道截图而对微软来说,获得TikTok在美国及其他国家的业务可能是一大收获。但如果这笔交易中包含了不应有的美国财政部款项,美国企业界将受到的损失会远大于其所得。而且,美国政府即便拿到了这笔钱对于联邦预算来说也没什么大用。即便是高达50亿美元,也只够本财年7个小时的开销而已。这类收购中,美国政府能拿什么钱?据《华盛顿邮报》报道,CFIUS会对那些涉及海外买家的收购计划进行评估,或对已经完成的收购进行评估。熟悉CFIUS评估的律师指出,财政部通常会在这一评估过程中收取费用,因为这些公司需支付适当的评估开销。这些费用金额是基于交易规模而定,但不能超过30万美元。而微软2日的声明中指出,公司已经同字节跳动联合向CFIUS提交了其收购交易概况的申请文件。“除了正常渠道的常规纳税义务,不管微软,还是TikTok或字节跳动,几方面都不可能向美国政府递支票。”小布什政府前财政部官员、华盛顿一家公共关系公司汉密尔顿地方策略公司合伙人托尼·弗拉托认为,任何付款都站不住脚。美媒:白宫可能会不了了之对于特朗普的上述主张,有美国媒体分析认为,特朗普常常对总统权力进行过度主张,随后又放弃。《华尔街日报》评论认为,白宫可能会在这个提议上不了了之。特朗普常常搞不清楚国际政治中的资金流转。他此前曾称,中国(而非美国消费者)要因关税而向美国政府支付数十亿美元。“特朗普总统常常试图采取一些新的、极端的立场来展示他有多强大。”华盛顿的一名共和党战略咨询师亚历克斯·科南特指出,华盛顿的很多人可能会对他那些不着边际的荒诞提议翻白眼,但不可低估这对于很多选民具有简单直接的吸引力。但是,特朗普的言论却会让不想在华盛顿惹麻烦的企业日子不好过。这一次,微软除了8月2日发布的声明之外,拒绝评论。那份声明指出,微软将“致力于收购TikTok,进行完整的安全评估,为美国包括美国财政部提供恰当的经济利益。”但这指的到底是税收还是其他资金安排则并不清楚。据《华尔街日报》报道,白宫将记者涉及特朗普所主张的分钱问题转给了财政部,而财政部发言人又向记者转了总统本人的言论,并拒绝进一步评论。红星新闻记者 王雅林 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13:26","market":"hk","language":"zh","title":"百度地图蒙圈:车主要加油误导母婴店 跑偏理由令人啼笑皆非","url":"https://stock-news.laohu8.com/highlight/detail?id=2088714081","media":"贾征","summary":"常在江湖飘,哪有不挨刀。经常驾车出门在外的您,有过被导航坑的经历么?其实在早些年手机导航刚刚兴起的时候,这类现象确实比较常见,但是到了如今大数据的时代,手机导航数据更新比较及时,问题已经少了很多。不过也有例外,这位车主就被百度地图整蒙圈了。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0E/ChMkKl_F01uIO-LNAADOTqcYXloAAGF6wD_gz8AAM5m665.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>常在江湖飘,哪有不挨刀。经常驾车出门在外的您,有过被导航坑的经历么?其实在早些年手机导航刚刚兴起的时候,这类现象确实比较常见,但是到了如今大数据的时代,手机导航数据更新比较及时,问题已经少了很多。不过也有例外,这位车主就被<a href=\"https://laohu8.com/S/BIDU\">百度</a>地图整蒙圈了。</p><p><span></span><img height=\"326\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0E/ChMkKl_F01uIO-LNAADOTqcYXloAAGF6wD_gz8AAM5m665.jpg\" width=\"620\"/><strong>车主要加油误导母婴店</strong></p><p>近日一位车主在网络上吐槽,他就被百度地图“坑了”一把,而问题的原因却令人啼笑皆非。原来这位车主在途中没油了,就通过百度地图导航到附近的加油站,结果最近的“加油站”是一家名叫“宝贝加油站”的商家,可能车主开车着急也没细看,就跟着导航走了。</p><p>结果到了目的地一看,那脸上的表情绝对是[裂开],原来所谓的“宝贝加油站”并非是一家真正的加油站,而是一家母婴店。可能是因为这家母婴店的名字中包含了“加油站”这个关键词,所以才闹出了这次的乌龙事件,结果实在是令人啼笑皆非。</p><p><img height=\"602\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0E/ChMkKV_F01uIN-JwAADzpPaCVjkAAGF6wEBpJoAAPO8418.jpg\" width=\"640\"/><strong>车主要加油误导母婴店</strong></p><p>不过通过这件事我们可以看出来一些道理,其实人工智能并不神秘,他就是基于很多关键词和很多数据,外加某种逻辑的整合。有些时候人工智能确实很聪明,但有些时候人工智能却又很笨,关键在于制定规则的一方有没有考虑到更多的可能性。</p><p>这件事情被当成一个笑话在网络上火速传播,并且引起了百度地图方面的关注。百度地图官方客服也在评论区回应道:亲,非常抱歉给您带来不好的体验,图图非常重视您的问题将第一时间进行排查处理,非常感谢您的反馈。网友:……</p><p><img height=\"470\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0E/ChMkKV_F01uIGr9TAAFS3Qk19i4AAGF6wEAUaUAAVL1910.jpg\" width=\"618\"/><strong>车主要加油误导母婴店</strong></p><p>其实说到手机导航这个话题,近些年随着竞争格局加剧,也仅有高德地图和百度地图这两家存活了下来。小编一直以为高德地图比较精准更好用,但是最近几次使用高德地图躲避拥堵反而走了红灯更多的小路,车虽然少了,但红灯一多更不可控,反而迟到。</p><p>看来如今的导航软件市场还是缺乏有效的竞争,仍旧存在很多痛点去需要解决的。只是如今高德地图一家独大,百度地图也无法形成有效的威胁,整体的格局呈现出僵化的局势。虽然<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的地图应用也进步很大,但国内版本毕竟还是高德套壳。</p><p>嗯,或许某一天能引进<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>地图,情况或许会有些许改变吧!</p><p>本文属于原创文章,如若转载,请注明来源:百度地图蒙圈:车主要加油误导母婴店 跑偏理由令人啼笑皆非http://news.zol.com.cn/757/7576620.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">http://news.zol.com.cn/757/7576620.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">http://news.zol.com.cn/757/7576620.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">1672</span>\n<span itemprop=\"description\">常在江湖飘,哪有不挨刀。经常驾车出门在外的您,有过被导航坑的经历么?其实在早些年手机导航刚刚兴起的时候,这类现象确实比较常见,但是到了如今大数据的时代,手机导航数据更新比较及时,问题已经少了很多。不过也有例外,这位车主就被百度地图整蒙圈了。车主要加油...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>百度地图蒙圈:车主要加油误导母婴店 跑偏理由令人啼笑皆非</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度地图蒙圈:车主要加油误导母婴店 跑偏理由令人啼笑皆非\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-01 13:26 北京时间 <a href=http://news.zol.com.cn/757/7576620.html><strong>贾征</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>常在江湖飘,哪有不挨刀。经常驾车出门在外的您,有过被导航坑的经历么?其实在早些年手机导航刚刚兴起的时候,这类现象确实比较常见,但是到了如今大数据的时代,手机导航数据更新比较及时,问题已经少了很多。不过也有例外,这位车主就被百度地图整蒙圈了。车主要加油误导母婴店近日一位车主在网络上吐槽,他就被百度地图“坑了”一把,而问题的原因却令人啼笑皆非。原来这位车主在途中没油了,就通过百度地图导航到附近的加油站...</p>\n\n<a href=\"http://news.zol.com.cn/757/7576620.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141","relate_stocks":{},"source_url":"http://news.zol.com.cn/757/7576620.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2088714081","content_text":"常在江湖飘,哪有不挨刀。经常驾车出门在外的您,有过被导航坑的经历么?其实在早些年手机导航刚刚兴起的时候,这类现象确实比较常见,但是到了如今大数据的时代,手机导航数据更新比较及时,问题已经少了很多。不过也有例外,这位车主就被百度地图整蒙圈了。车主要加油误导母婴店近日一位车主在网络上吐槽,他就被百度地图“坑了”一把,而问题的原因却令人啼笑皆非。原来这位车主在途中没油了,就通过百度地图导航到附近的加油站,结果最近的“加油站”是一家名叫“宝贝加油站”的商家,可能车主开车着急也没细看,就跟着导航走了。结果到了目的地一看,那脸上的表情绝对是[裂开],原来所谓的“宝贝加油站”并非是一家真正的加油站,而是一家母婴店。可能是因为这家母婴店的名字中包含了“加油站”这个关键词,所以才闹出了这次的乌龙事件,结果实在是令人啼笑皆非。车主要加油误导母婴店不过通过这件事我们可以看出来一些道理,其实人工智能并不神秘,他就是基于很多关键词和很多数据,外加某种逻辑的整合。有些时候人工智能确实很聪明,但有些时候人工智能却又很笨,关键在于制定规则的一方有没有考虑到更多的可能性。这件事情被当成一个笑话在网络上火速传播,并且引起了百度地图方面的关注。百度地图官方客服也在评论区回应道:亲,非常抱歉给您带来不好的体验,图图非常重视您的问题将第一时间进行排查处理,非常感谢您的反馈。网友:……车主要加油误导母婴店其实说到手机导航这个话题,近些年随着竞争格局加剧,也仅有高德地图和百度地图这两家存活了下来。小编一直以为高德地图比较精准更好用,但是最近几次使用高德地图躲避拥堵反而走了红灯更多的小路,车虽然少了,但红灯一多更不可控,反而迟到。看来如今的导航软件市场还是缺乏有效的竞争,仍旧存在很多痛点去需要解决的。只是如今高德地图一家独大,百度地图也无法形成有效的威胁,整体的格局呈现出僵化的局势。虽然苹果的地图应用也进步很大,但国内版本毕竟还是高德套壳。嗯,或许某一天能引进谷歌地图,情况或许会有些许改变吧!本文属于原创文章,如若转载,请注明来源:百度地图蒙圈:车主要加油误导母婴店 跑偏理由令人啼笑皆非http://news.zol.com.cn/757/7576620.html\n\nhttp://news.zol.com.cn/757/7576620.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttp://news.zol.com.cn/757/7576620.html\nreport\n1672\n常在江湖飘,哪有不挨刀。经常驾车出门在外的您,有过被导航坑的经历么?其实在早些年手机导航刚刚兴起的时候,这类现象确实比较常见,但是到了如今大数据的时代,手机导航数据更新比较及时,问题已经少了很多。不过也有例外,这位车主就被百度地图整蒙圈了。车主要加油...","news_type":1},"isVote":1,"tweetType":1,"viewCount":3006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973695582,"gmtCreate":1598527600746,"gmtModify":1704219299592,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>会不会跌破发行价,猜猜","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>会不会跌破发行价,猜猜","text":"$小鹏汽车(XPEV)$会不会跌破发行价,猜猜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/973695582","isVote":1,"tweetType":1,"viewCount":5825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901633279,"gmtCreate":1557722917691,"gmtModify":1704802991017,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"$工商银行(601398)$有闲钱可以买工行股票,比存款划算。","listText":"$工商银行(601398)$有闲钱可以买工行股票,比存款划算。","text":"$工商银行(601398)$有闲钱可以买工行股票,比存款划算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901633279","isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158461,"gmtCreate":1518140220363,"gmtModify":1704889184373,"author":{"id":"7439542904713501","authorId":"7439542904713501","name":"地主plus","avatar":"https://static.tigerbbs.com/5e788de541eb9005b47ef89c0fac395e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7439542904713501","authorIdStr":"7439542904713501"},"themes":[],"htmlText":"$上证指数(000001.SH)$ 癌股没治了,他妈的人家美股涨了十几年你不学,人家跌一下,你跟疯了似的,比人家还狠。","listText":"$上证指数(000001.SH)$ 癌股没治了,他妈的人家美股涨了十几年你不学,人家跌一下,你跟疯了似的,比人家还狠。","text":"$上证指数(000001.SH)$ 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