XLHJY的个人主页 - 老虎社区

XLHJY

XLHJY

暂无个人介绍

IP属地：江苏

50关注

54粉丝

1主题

0勋章

06-20

$三花智控(02050)$ 亏了亏了[流泪] [流泪]

05-16

$TechStar(07855)$ 借壳也这么久啊？

04-30

$文远知行(WRD)$ 比跌还可怕的是他不放量了[开心] [开心]

04-26

$文远知行(WRD)$ 这些天成交量可以跌的也可以

04-03

$文远知行(WRD)$ 马上解禁了吧

03-11

$文远知行(WRD)$ 这一波文远的成交量有了

03-11

$拼多多(PDD)$ pdd这波太弱了

03-06

$拼多多(PDD)$ 完全没跟上中概啊

02-27

卖put是平了空单吧

段永平：准备开始卖点英伟达put，英伟达是个很不错的公司

02-15

$文远知行(WRD)$ 不管怎么说英伟达这波助攻让文远走进了美国投资者的眼中交易量以后会有进步但是市值的话需要看公司的发展和美国投资者认不认可了

2024-11-15

$文远知行(WRD)$ 成交量也太低了一解禁估计就崩了 [笑哭] [笑哭]

2024-10-25

$文远知行(WRD)$ 才10%[笑哭] [笑哭]

2024-10-25

$文远知行(WRD)$ 现场啥情况

2024-10-22

$文远知行(WRD)$ 打不打啊兄弟们

2024-10-03

$文远知行(WRD)$ 跳票跳的都没激情了

2024-08-14

Replying to @一起吃息:懂王不在的这几年中概也挺惨//@一起吃息:万一川普上台了，中概还是不要碰

2024-08-12

$文远知行(WRD)$ 好像没啥热度呢

2024-07-25

$腾讯控股(00700)$ 不清楚为啥跌这么多

2024-01-08

$中深建业(02503)$ 港股这样瑟瑟发抖了

2023-09-22

简直厚颜**

电影里都没有的剧情，港股上演了

去老虎APP查看更多动态

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马上解禁了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420309849141720","isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412329631174840,"gmtCreate":1741701134613,"gmtModify":1741701136052,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a> 这一波文远的成交量有了","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a> 这一波文远的成交量有了","text":"$文远知行(WRD)$ 这一波文远的成交量有了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412329631174840","isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203953750431700","authorId":"4203953750431700","name":"拉拉最好9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4203953750431700","authorIdStr":"4203953750431700"},"content":"西班牙也拿下了 ！！！","text":"西班牙也拿下了 ！！！","html":"西班牙也拿下了 ！！！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412326926815768,"gmtCreate":1741700726993,"gmtModify":1741700728422,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"htmlText":"<a 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完全没跟上中概啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410608095318392","isVote":1,"tweetType":1,"viewCount":2283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183205301176732","authorId":"4183205301176732","name":"蜜糖味丸子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4183205301176732","authorIdStr":"4183205301176732"},"content":"多多现在不在风口，热度低，有点弱势了。","text":"多多现在不在风口，热度低，有点弱势了。","html":"多多现在不在风口，热度低，有点弱势了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408089975984352,"gmtCreate":1740652554962,"gmtModify":1740652556891,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"htmlText":"卖put是平了空单吧","listText":"卖put是平了空单吧","text":"卖put是平了空单吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408089975984352","repostId":"1179676661","repostType":2,"repost":{"id":"1179676661","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1740649838,"share":"https://www.laohu8.com/m/news/1179676661?lang=&edition=full","pubTime":"2025-02-27 17:50","market":"us","language":"zh","title":"段永平：准备开始卖点英伟达put，英伟达是个很不错的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1179676661","media":"老虎资讯综合","summary":"2月27日，在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”英伟达四季度营收放缓仍创新高，Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f44c7ba4994f1e68d995796ef2a7e457\" tg-width=\"665\" tg-height=\"551\"/></p><p style=\"text-align: left;\">美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: left;\">不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。</p><p style=\"text-align: left;\">值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？</p><p style=\"text-align: left;\"><strong>提问：</strong>能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>我没啥可解释的。我说的是我看不懂。</p><p style=\"text-align: left;\">未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。</p><p style=\"text-align: left;\">NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。</p><p style=\"text-align: left;\">这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。</p><p style=\"text-align: left;\">段永平还附上了一张图片：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8898d18466b7d35d063070af29d449\" tg-width=\"1024\" tg-height=\"1365\"/></p><p style=\"text-align: left;\"><strong>段永平: </strong>我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。</p><p style=\"text-align: left;\">我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的<strong>10年后算力会是百万倍的增长</strong>。但10年后就不能有别的替代方案吗？</p><p style=\"text-align: left;\">特别说明一下，我在这里<strong>不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。</strong></p><p style=\"text-align: left;\">我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。</p><p style=\"text-align: left;\"><strong>段永平：</strong>跌到137倍pe？大概率还早着呢！</p><p style=\"text-align: left;\"><strong>评论区：</strong>deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。</p><p style=\"text-align: left;\"><strong>段永平：</strong>这个是关键！但我没看懂是不是真是那么回事。</p><p style=\"text-align: left;\"><strong>评论区：</strong>传说中的量子计算会不会是一个颠覆性技术？</p><p style=\"text-align: left;\"><strong>段永平：</strong>没有什么比可控核聚变厉害的了。</p><p style=\"text-align: left;\"><strong>段永平: </strong>尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。</p><p style=\"text-align: left;\"><strong>评论区：</strong>你卖put我来买，泡沫已经太明显。</p><p style=\"text-align: left;\"><strong>段永平：</strong>你拉倒吧！</p><p style=\"text-align: left;\"><strong>评论区：</strong>英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？</p><p style=\"text-align: left;\"><strong>段永平：</strong>我关注很久了！</p><p><br/></p></body></html>","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>段永平：准备开始卖点英伟达put，英伟达是个很不错的公司</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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}\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段永平：准备开始卖点英伟达put，英伟达是个很不错的公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-27 17:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f44c7ba4994f1e68d995796ef2a7e457\" tg-width=\"665\" tg-height=\"551\"/></p><p style=\"text-align: left;\">美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: left;\">不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。</p><p style=\"text-align: left;\">值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？</p><p style=\"text-align: left;\"><strong>提问：</strong>能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>我没啥可解释的。我说的是我看不懂。</p><p style=\"text-align: left;\">未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。</p><p style=\"text-align: left;\">NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。</p><p style=\"text-align: left;\">这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。</p><p style=\"text-align: left;\">段永平还附上了一张图片：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8898d18466b7d35d063070af29d449\" tg-width=\"1024\" tg-height=\"1365\"/></p><p style=\"text-align: left;\"><strong>段永平: </strong>我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。</p><p style=\"text-align: left;\">我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的<strong>10年后算力会是百万倍的增长</strong>。但10年后就不能有别的替代方案吗？</p><p style=\"text-align: left;\">特别说明一下，我在这里<strong>不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。</strong></p><p style=\"text-align: left;\">我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。</p><p style=\"text-align: left;\"><strong>段永平：</strong>跌到137倍pe？大概率还早着呢！</p><p style=\"text-align: left;\"><strong>评论区：</strong>deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。</p><p style=\"text-align: left;\"><strong>段永平：</strong>这个是关键！但我没看懂是不是真是那么回事。</p><p style=\"text-align: left;\"><strong>评论区：</strong>传说中的量子计算会不会是一个颠覆性技术？</p><p style=\"text-align: left;\"><strong>段永平：</strong>没有什么比可控核聚变厉害的了。</p><p style=\"text-align: left;\"><strong>段永平: </strong>尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。</p><p style=\"text-align: left;\"><strong>评论区：</strong>你卖put我来买，泡沫已经太明显。</p><p style=\"text-align: left;\"><strong>段永平：</strong>你拉倒吧！</p><p style=\"text-align: left;\"><strong>评论区：</strong>英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？</p><p style=\"text-align: left;\"><strong>段永平：</strong>我关注很久了！</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179676661","content_text":"在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。段永平 :  NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？提问：能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？段永平 :  我没啥可解释的。我说的是我看不懂。未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。段永平还附上了一张图片：段永平: 我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的10年后算力会是百万倍的增长。但10年后就不能有别的替代方案吗？特别说明一下，我在这里不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。段永平：跌到137倍pe？大概率还早着呢！评论区：deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。段永平：这个是关键！但我没看懂是不是真是那么回事。评论区：传说中的量子计算会不会是一个颠覆性技术？段永平：没有什么比可控核聚变厉害的了。段永平: 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 不清楚为啥跌这么多&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 不清楚为啥跌这么多&nbsp;","text":"$腾讯控股(00700)$ 不清楚为啥跌这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331231523221792","isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260849914532024,"gmtCreate":1704694203964,"gmtModify":1704694205065,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02503\">$中深建业(02503)$</a> 港股这样 瑟瑟发抖了","listText":"<a href=\"https://laohu8.com/S/02503\">$中深建业(02503)$</a> 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瑟瑟发抖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260849914532024","isVote":1,"tweetType":1,"viewCount":2561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222611763519672,"gmtCreate":1695385063514,"gmtModify":1695385064975,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"htmlText":"简直厚颜**","listText":"简直厚颜**","text":"简直厚颜**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222611763519672","repostId":"1183368995","repostType":2,"repost":{"id":"1183368995","kind":"news","pubTimestamp":1695383771,"share":"https://www.laohu8.com/m/news/1183368995?lang=&edition=full","pubTime":"2023-09-22 19:56","market":"hk","language":"zh","title":"电影里都没有的剧情，港股上演了","url":"https://stock-news.laohu8.com/highlight/detail?id=1183368995","media":"丫丫港股圈","summary":"若港交所不作为，这写进港股的耻辱历史中并不过分。 ","content":"<html><head></head><body><p>电影里都没有的剧情，竟然在2023年的港股上演了。若港交所不作为，这写进港股的耻辱历史中并不过分。 </p><p>今年4月时，360创始人周鸿祎的离婚减持风波闹得沸沸扬扬，虽然周鸿祎承诺一年内不减持股份，但在该事件后，360已跌去50%。</p><p style=\"text-align: justify;\">至此之后，红衣教主周鸿祎被封上“离婚减持创始人”的称号。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe62b1bd75824e14084df590c9ed38c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">然而，就在前两日，周鸿祎在半年时间内再度创新，成为“特别股息割韭菜创始人”，借散户之手，拉高股价让自己减持。</p><p style=\"text-align: justify;\">9月11日，鲁大师发布公告称，考虑向股东派出“特别股息”。当时，鲁大师的总市值为2亿人民币。截止中报，账上约有4.7亿人民币，剩余1.7亿的银行理财，几乎无负债。</p><p style=\"text-align: justify;\"><strong>值得注意的是，周鸿祎通过“诚盛”有限公司持有鲁大师30.76%的股份。</strong><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28bcdb0351e9a720ee49339f1335c108\" alt=\"图片\" title=\"图片\" tg-width=\"782\" tg-height=\"182\"/><span>图片</span></p><p style=\"text-align: justify;\">自2019年上市以来，鲁大师仅在上市当年派过2690万，之后再也没派过股息。</p><p style=\"text-align: justify;\">2020年至今，公司手上拿着5亿的现金，宁愿买理财都不愿意派给股东，这家公司净资产大于总市值早就不是什么新鲜事。</p><p style=\"text-align: justify;\">那么，这次为什么常年不吐金子的鲁大师，终于舍得回报股东了？</p><p style=\"text-align: justify;\">这是因为在近期高股息猛涨的背景下，若鲁大师大手笔派息，必然能吸引投资者进场推高股价，而且公司也有实力派息。</p><p style=\"text-align: justify;\">顺应市场逻辑，股价在6个交易日内大涨70%，成功吸引一大帮投资者买入。然而，投资者看中的是股息，大股东看中的是你本金。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52853a14dd0dc30aee66f80427ee4b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">9月20日，鲁大师单日急跌48%，散户们集体懵逼，发生了什么？</p><p style=\"text-align: justify;\">直到9月21日早上6时多，公司发布公告称，周鸿祎的诚盛有限公司卖出3434万股，减持公司12.77%的股份。<strong>若周鸿祎趁股价拉高70%之后出货，套牢所有投资者就已经很离谱了？鲁大师告诉你还不够。</strong></p><p style=\"text-align: justify;\">同时，公告称取消派出特别股息的考虑，原因是公司的股价出现不寻常波动。</p><p style=\"text-align: justify;\"><strong>极度无耻的行为就来了，股价出现不寻常波动是大股东减持所致，投资者被套牢不说，投资者最初也是因特别股息而买入的，现在连最初的特别股息都不发了？这不是在操纵市场是什么？</strong><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4416146a670b5d5f4545eca471f83f0e\" alt=\"图片\" title=\"图片\" tg-width=\"833\" tg-height=\"488\"/><span>图片</span></p><p style=\"text-align: justify;\">9月22日，跌去9%，已跌穿考虑特别分红以来的所有涨幅。</p><p style=\"text-align: justify;\">但港交所仍未给出相关的回应，投资者的投诉也未得到反馈，让众多投资者都担心这件事就这样过去了，甚至最后连处罚都没有，这也意味着港股底线还在往后挪，现在港股底线已经挪的够低了，这样下去还有底线吗？</p><p style=\"text-align: justify;\">港股投资者都知道，虽然当下市场环境差，但港股不少低估值、高股息、账面现金大于市值的公司，投资者还是会珍惜的，能够接受拿股息陪公司穿越低迷之际。</p><p style=\"text-align: justify;\">若本次没有相应的处罚给到周鸿祎的诚盛公司，以及鲁大师管理层，是不是就意味着其他港股公司也可以这样操作呢？也可以这样欺骗投资者，割韭菜呢？</p><p style=\"text-align: justify;\">对此，不少投资者都认为这不仅是道德问题，更是违法的问题，这肯定触犯了港交所的内幕交易，这样做肯定也是不把港交所放在眼里。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/954a6ff7c070e00b80d2b1ec8276cd8e\" alt=\"图片\" title=\"图片\" tg-width=\"311\" tg-height=\"387\"/><span>图片</span></p><p style=\"text-align: justify;\">自离婚减持事件之后，已经很多投资者对周鸿祎反感，而这次更是让投资者评价道：真是个做流氓软件的流氓公司。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04a8ab4867a1a1b86a373c866045f0d8\" alt=\"图片\" title=\"图片\" tg-width=\"625\" tg-height=\"87\"/><span>图片</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a26a3a196e01e6d49b1f3fdc04d4fad4\" alt=\"图片\" title=\"图片\" tg-width=\"488\" tg-height=\"76\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\">鲁大师的行为是不是割韭菜，相信大家自有评判，这也警惕投资者，选择一家人品没问题的管理层也非常重要。</p><p style=\"text-align: justify;\">换句话说，周鸿祎敢这样减持，肯定多多少少了解过会不会被处罚。</p><p style=\"text-align: justify;\">所以最后到底会不会处罚呢？在A股证监会大力监管的情况下，这真是给港股监管一次考试的机会，希望港交所、香港证监会不要再当一只无牙的老虎了。</p></body></html>","source":"lsy1568959956107","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>电影里都没有的剧情，港股上演了</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{ 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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电影里都没有的剧情，港股上演了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-22 19:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/zfzA5zOa05mzrUG5vvoDUg><strong>丫丫港股圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电影里都没有的剧情，竟然在2023年的港股上演了。若港交所不作为，这写进港股的耻辱历史中并不过分。 今年4月时，360创始人周鸿祎的离婚减持风波闹得沸沸扬扬，虽然周鸿祎承诺一年内不减持股份，但在该事件后，360已跌去50%。至此之后，红衣教主周鸿祎被封上“离婚减持创始人”的称号。然而，就在前两日，周鸿祎在半年时间内再度创新，成为“特别股息割韭菜创始人”，借散户之手，拉高股价让自己减持。9月11日，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zfzA5zOa05mzrUG5vvoDUg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fec14c2ca363ec3097ea43626cfbc40","relate_stocks":{"03601":"鲁大师"},"source_url":"https://mp.weixin.qq.com/s/zfzA5zOa05mzrUG5vvoDUg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183368995","content_text":"电影里都没有的剧情，竟然在2023年的港股上演了。若港交所不作为，这写进港股的耻辱历史中并不过分。 今年4月时，360创始人周鸿祎的离婚减持风波闹得沸沸扬扬，虽然周鸿祎承诺一年内不减持股份，但在该事件后，360已跌去50%。至此之后，红衣教主周鸿祎被封上“离婚减持创始人”的称号。然而，就在前两日，周鸿祎在半年时间内再度创新，成为“特别股息割韭菜创始人”，借散户之手，拉高股价让自己减持。9月11日，鲁大师发布公告称，考虑向股东派出“特别股息”。当时，鲁大师的总市值为2亿人民币。截止中报，账上约有4.7亿人民币，剩余1.7亿的银行理财，几乎无负债。值得注意的是，周鸿祎通过“诚盛”有限公司持有鲁大师30.76%的股份。图片自2019年上市以来，鲁大师仅在上市当年派过2690万，之后再也没派过股息。2020年至今，公司手上拿着5亿的现金，宁愿买理财都不愿意派给股东，这家公司净资产大于总市值早就不是什么新鲜事。那么，这次为什么常年不吐金子的鲁大师，终于舍得回报股东了？这是因为在近期高股息猛涨的背景下，若鲁大师大手笔派息，必然能吸引投资者进场推高股价，而且公司也有实力派息。顺应市场逻辑，股价在6个交易日内大涨70%，成功吸引一大帮投资者买入。然而，投资者看中的是股息，大股东看中的是你本金。9月20日，鲁大师单日急跌48%，散户们集体懵逼，发生了什么？直到9月21日早上6时多，公司发布公告称，周鸿祎的诚盛有限公司卖出3434万股，减持公司12.77%的股份。若周鸿祎趁股价拉高70%之后出货，套牢所有投资者就已经很离谱了？鲁大师告诉你还不够。同时，公告称取消派出特别股息的考虑，原因是公司的股价出现不寻常波动。极度无耻的行为就来了，股价出现不寻常波动是大股东减持所致，投资者被套牢不说，投资者最初也是因特别股息而买入的，现在连最初的特别股息都不发了？这不是在操纵市场是什么？图片9月22日，跌去9%，已跌穿考虑特别分红以来的所有涨幅。但港交所仍未给出相关的回应，投资者的投诉也未得到反馈，让众多投资者都担心这件事就这样过去了，甚至最后连处罚都没有，这也意味着港股底线还在往后挪，现在港股底线已经挪的够低了，这样下去还有底线吗？港股投资者都知道，虽然当下市场环境差，但港股不少低估值、高股息、账面现金大于市值的公司，投资者还是会珍惜的，能够接受拿股息陪公司穿越低迷之际。若本次没有相应的处罚给到周鸿祎的诚盛公司，以及鲁大师管理层，是不是就意味着其他港股公司也可以这样操作呢？也可以这样欺骗投资者，割韭菜呢？对此，不少投资者都认为这不仅是道德问题，更是违法的问题，这肯定触犯了港交所的内幕交易，这样做肯定也是不把港交所放在眼里。图片自离婚减持事件之后，已经很多投资者对周鸿祎反感，而这次更是让投资者评价道：真是个做流氓软件的流氓公司。图片图片结语鲁大师的行为是不是割韭菜，相信大家自有评判，这也警惕投资者，选择一家人品没问题的管理层也非常重要。换句话说，周鸿祎敢这样减持，肯定多多少少了解过会不会被处罚。所以最后到底会不会处罚呢？在A股证监会大力监管的情况下，这真是给港股监管一次考试的机会，希望港交所、香港证监会不要再当一只无牙的老虎了。","news_type":1,"symbols_score_info":{"03601":1.1}},"isVote":1,"tweetType":1,"viewCount":3153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":371399231443072,"gmtCreate":1731682835115,"gmtModify":1731682836692,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"htmlText":"<a 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