XLHJY的个人主页 - 老虎社区

XLHJY

XLHJY

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IP属地：江苏

51关注

54粉丝

1主题

0勋章

2020-11-17

$老虎证券(TIGR)$一个futu=7个半老虎

2024-08-12

$文远知行(WRD)$ 好像没啥热度呢

2024-10-03

$文远知行(WRD)$ 跳票跳的都没激情了

2019-12-17

$老虎证券(TIGR)$ 我感觉总有人压着老虎的股价

2020-10-15

$老虎证券(TIGR)$自从我拿了个短袖就开始狂跌

2020-09-07

$老虎证券(TIGR)$7快没卖现在跌破5块了[流泪] [流泪]

2020-08-19

$老虎证券(TIGR)$虽然有些失望但是我打算当钉子户了已经拿了一年多了

2020-05-30

$富途控股(FUTU)$马上20亿美金了反观另一个呵呵财报好？然并卵

2020-10-07

$老虎证券(TIGR)$没量的涨没意思

2020-07-29

$富途控股(FUTU)$强者恒强

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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":2872,"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":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"title":"","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":3572,"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":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> pdd这波太弱了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> pdd这波太弱了","text":"$拼多多(PDD)$ pdd这波太弱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412326926815768","isVote":1,"tweetType":1,"viewCount":3117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410608095318392,"gmtCreate":1741274666884,"gmtModify":1741274668256,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 完全没跟上中概啊","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 完全没跟上中概啊","text":"$拼多多(PDD)$ 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":3298,"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":6,"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":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"title":"","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=zh_CN&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":2535,"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":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3455853231976930","authorIdStr":"3455853231976930"},"themes":[],"title":"","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 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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\">网页链接</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":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":307709722,"gmtCreate":1605627662166,"gmtModify":1703838704441,"author":{"id":"3455853231976930","authorId":"3455853231976930","name":"XLHJY","avatar":"https://static.tigerbbs.com/74825eee20ba6ffceec842155ae58172","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3455853231976930","idStr":"3455853231976930"},"themes":[],"title":"","htmlText":"<a 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