八七丶123的个人主页 - 老虎社区

八七丶123

八七丶123

2017年6月28日开始

IP属地：0

45关注

388粉丝

2主题

0勋章

2024-10-16

螺纹钢是科技，

央行、科技部：整合各类政策资源支持科技金融发展

2024-10-16

螺纹钢是可以，我现在都不会生产

央行、科技部：整合各类政策资源支持科技金融发展

2024-10-15

你怎么看

传“货币当局正调研银行消费贷情况，包括是否流入股市等”

2024-10-03

$阿里巴巴(BABA)$ 还有谁

2024-10-03

$爱奇艺(IQ)$ 还有谁

2024-10-03

$奈雪的茶(02150)$ 安逸，

2024-10-02

$奈雪的茶(02150)$ 看来这个东西问题严重

2024-09-27

$阿里巴巴-W(09988)$ 涨

2024-05-02

https://testflight.apple.com/join/27Pw9M0d

2024-03-18

没有看出来有啥子，

抱歉，原内容已删除

2024-02-16

$老虎证券(TIGR)$ 没得啥子进步的，高层还是该动动脑子。不要吃老本。

2024-02-16

你不要骗我哟

“科技五巨头”为何贵？不只是业绩，还有账面1400亿美元现金！

2024-02-16

中国人不骗中国人

媒体消息：段永平旗下一投资账户增持阿里

2024-02-16

当放出这条消息，他是要卖了

段永平美股持仓明细终于披露了，苹果占比80%

2023-12-14

哟西

高盛2024年中国股市展望：估值处于历史低位，高配A股

2023-10-03

$纳指100ETF(QQQ)$ 我就想发帖。

2023-08-22

好

爱奇艺二季度营收78亿元，同比增17%

2022-12-14

$以岭药业(002603)$ 骗子药业

2022-12-13

牛逼

美国科学家宣布在核聚变技术方面取得重大突破

2022-10-03

口水分析，无价值。骗人的鬼话，现在说实话的文章好久我都没有看到过了，

抱歉，原内容已删除

去老虎APP查看更多动态

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justify;\">《通知》就加快推进重点地区率先构建适应科技创新的科技金融体制，发挥引领示范作用，提出了相关要求：一是整合各类政策资源支持科技金融发展，完善企业科创属性评价、投融资对接、风险分担补偿等机制。二是提升金融支持强度和水平，用好用足科技创新和技术改造再贷款等结构性货币政策工具，扩大辖区科技型企业贷款投放。将承销和投资科技型企业债券情况纳入科技金融服务效果评估，推动科创票据发行规模增长。三是围绕科技创新中心建设需要，提高对辖区内科技型企业、重点科技项目、制造业重点产业链和集群的金融支持力度。四是探索科技金融新模式，聚焦“贷款+外部直投”、并购贷款、科技保险等重点业务，打通业务堵点，提升服务效能。五是为各类金融机构、科技中介服务组织、高校院所等搭建交流合作平台，加强信息共享和服务联动，为科技型企业提供多元化接力式金融服务。六是建立科技金融数据共享平台，引导企业征信机构创新科技金融领域征信增值产品，加强信息技术运用，提升科技公共信息共享和使用水平。七是建立健全区域科技金融服务效果评估机制，加强评估结果运用，形成正向激励。</p><p style=\"text-align: justify;\">下一步，中国人民银行、科技部将加强政策协同和信息共享，指导推动重点地区中国人民银行分行、科技部门全力做好科技金融服务工作，健全工作机制、加强探索创新、优化配套政策，完善区域科技金融服务体系，培育支持科技创新的金融市场生态，以高质量科技金融服务助力打造科技创新高地，支持实现高水平科技自立自强和科技强国建设。</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\" 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18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月16日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》，指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。</p><p><strong>中国人民银行、科技部对重点地区做好科技金融服务作出部署</strong></p><p>为深入贯彻党的二十届三中全会精神，推动中国人民银行、科技部等七部门《关于扎实做好科技金融大文章的工作方案》落地见效，近日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》（以下简称《通知》），指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。</p><p style=\"text-align: justify;\">《通知》就加快推进重点地区率先构建适应科技创新的科技金融体制，发挥引领示范作用，提出了相关要求：一是整合各类政策资源支持科技金融发展，完善企业科创属性评价、投融资对接、风险分担补偿等机制。二是提升金融支持强度和水平，用好用足科技创新和技术改造再贷款等结构性货币政策工具，扩大辖区科技型企业贷款投放。将承销和投资科技型企业债券情况纳入科技金融服务效果评估，推动科创票据发行规模增长。三是围绕科技创新中心建设需要，提高对辖区内科技型企业、重点科技项目、制造业重点产业链和集群的金融支持力度。四是探索科技金融新模式，聚焦“贷款+外部直投”、并购贷款、科技保险等重点业务，打通业务堵点，提升服务效能。五是为各类金融机构、科技中介服务组织、高校院所等搭建交流合作平台，加强信息共享和服务联动，为科技型企业提供多元化接力式金融服务。六是建立科技金融数据共享平台，引导企业征信机构创新科技金融领域征信增值产品，加强信息技术运用，提升科技公共信息共享和使用水平。七是建立健全区域科技金融服务效果评估机制，加强评估结果运用，形成正向激励。</p><p style=\"text-align: justify;\">下一步，中国人民银行、科技部将加强政策协同和信息共享，指导推动重点地区中国人民银行分行、科技部门全力做好科技金融服务工作，健全工作机制、加强探索创新、优化配套政策，完善区域科技金融服务体系，培育支持科技创新的金融市场生态，以高质量科技金融服务助力打造科技创新高地，支持实现高水平科技自立自强和科技强国建设。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112606898","content_text":"10月16日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》，指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。中国人民银行、科技部对重点地区做好科技金融服务作出部署为深入贯彻党的二十届三中全会精神，推动中国人民银行、科技部等七部门《关于扎实做好科技金融大文章的工作方案》落地见效，近日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》（以下简称《通知》），指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。《通知》就加快推进重点地区率先构建适应科技创新的科技金融体制，发挥引领示范作用，提出了相关要求：一是整合各类政策资源支持科技金融发展，完善企业科创属性评价、投融资对接、风险分担补偿等机制。二是提升金融支持强度和水平，用好用足科技创新和技术改造再贷款等结构性货币政策工具，扩大辖区科技型企业贷款投放。将承销和投资科技型企业债券情况纳入科技金融服务效果评估，推动科创票据发行规模增长。三是围绕科技创新中心建设需要，提高对辖区内科技型企业、重点科技项目、制造业重点产业链和集群的金融支持力度。四是探索科技金融新模式，聚焦“贷款+外部直投”、并购贷款、科技保险等重点业务，打通业务堵点，提升服务效能。五是为各类金融机构、科技中介服务组织、高校院所等搭建交流合作平台，加强信息共享和服务联动，为科技型企业提供多元化接力式金融服务。六是建立科技金融数据共享平台，引导企业征信机构创新科技金融领域征信增值产品，加强信息技术运用，提升科技公共信息共享和使用水平。七是建立健全区域科技金融服务效果评估机制，加强评估结果运用，形成正向激励。下一步，中国人民银行、科技部将加强政策协同和信息共享，指导推动重点地区中国人民银行分行、科技部门全力做好科技金融服务工作，健全工作机制、加强探索创新、优化配套政策，完善区域科技金融服务体系，培育支持科技创新的金融市场生态，以高质量科技金融服务助力打造科技创新高地，支持实现高水平科技自立自强和科技强国建设。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360683858022472,"gmtCreate":1729082808519,"gmtModify":1729082810458,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"螺纹钢是可以，我现在都不会生产","listText":"螺纹钢是可以，我现在都不会生产","text":"螺纹钢是可以，我现在都不会生产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360683858022472","repostId":"1112606898","repostType":2,"repost":{"id":"1112606898","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":1729073006,"share":"https://www.laohu8.com/m/news/1112606898?lang=&edition=full","pubTime":"2024-10-16 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justify;\">《通知》就加快推进重点地区率先构建适应科技创新的科技金融体制，发挥引领示范作用，提出了相关要求：一是整合各类政策资源支持科技金融发展，完善企业科创属性评价、投融资对接、风险分担补偿等机制。二是提升金融支持强度和水平，用好用足科技创新和技术改造再贷款等结构性货币政策工具，扩大辖区科技型企业贷款投放。将承销和投资科技型企业债券情况纳入科技金融服务效果评估，推动科创票据发行规模增长。三是围绕科技创新中心建设需要，提高对辖区内科技型企业、重点科技项目、制造业重点产业链和集群的金融支持力度。四是探索科技金融新模式，聚焦“贷款+外部直投”、并购贷款、科技保险等重点业务，打通业务堵点，提升服务效能。五是为各类金融机构、科技中介服务组织、高校院所等搭建交流合作平台，加强信息共享和服务联动，为科技型企业提供多元化接力式金融服务。六是建立科技金融数据共享平台，引导企业征信机构创新科技金融领域征信增值产品，加强信息技术运用，提升科技公共信息共享和使用水平。七是建立健全区域科技金融服务效果评估机制，加强评估结果运用，形成正向激励。</p><p style=\"text-align: justify;\">下一步，中国人民银行、科技部将加强政策协同和信息共享，指导推动重点地区中国人民银行分行、科技部门全力做好科技金融服务工作，健全工作机制、加强探索创新、优化配套政策，完善区域科技金融服务体系，培育支持科技创新的金融市场生态，以高质量科技金融服务助力打造科技创新高地，支持实现高水平科技自立自强和科技强国建设。</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\" 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18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月16日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》，指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。</p><p><strong>中国人民银行、科技部对重点地区做好科技金融服务作出部署</strong></p><p>为深入贯彻党的二十届三中全会精神，推动中国人民银行、科技部等七部门《关于扎实做好科技金融大文章的工作方案》落地见效，近日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》（以下简称《通知》），指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。</p><p style=\"text-align: justify;\">《通知》就加快推进重点地区率先构建适应科技创新的科技金融体制，发挥引领示范作用，提出了相关要求：一是整合各类政策资源支持科技金融发展，完善企业科创属性评价、投融资对接、风险分担补偿等机制。二是提升金融支持强度和水平，用好用足科技创新和技术改造再贷款等结构性货币政策工具，扩大辖区科技型企业贷款投放。将承销和投资科技型企业债券情况纳入科技金融服务效果评估，推动科创票据发行规模增长。三是围绕科技创新中心建设需要，提高对辖区内科技型企业、重点科技项目、制造业重点产业链和集群的金融支持力度。四是探索科技金融新模式，聚焦“贷款+外部直投”、并购贷款、科技保险等重点业务，打通业务堵点，提升服务效能。五是为各类金融机构、科技中介服务组织、高校院所等搭建交流合作平台，加强信息共享和服务联动，为科技型企业提供多元化接力式金融服务。六是建立科技金融数据共享平台，引导企业征信机构创新科技金融领域征信增值产品，加强信息技术运用，提升科技公共信息共享和使用水平。七是建立健全区域科技金融服务效果评估机制，加强评估结果运用，形成正向激励。</p><p style=\"text-align: justify;\">下一步，中国人民银行、科技部将加强政策协同和信息共享，指导推动重点地区中国人民银行分行、科技部门全力做好科技金融服务工作，健全工作机制、加强探索创新、优化配套政策，完善区域科技金融服务体系，培育支持科技创新的金融市场生态，以高质量科技金融服务助力打造科技创新高地，支持实现高水平科技自立自强和科技强国建设。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112606898","content_text":"10月16日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》，指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。中国人民银行、科技部对重点地区做好科技金融服务作出部署为深入贯彻党的二十届三中全会精神，推动中国人民银行、科技部等七部门《关于扎实做好科技金融大文章的工作方案》落地见效，近日，中国人民银行、科技部联合印发《关于做好重点地区科技金融服务的通知》（以下简称《通知》），指导和推动北京、长三角、粤港澳大湾区等科技要素密集地区做好科技金融服务。《通知》就加快推进重点地区率先构建适应科技创新的科技金融体制，发挥引领示范作用，提出了相关要求：一是整合各类政策资源支持科技金融发展，完善企业科创属性评价、投融资对接、风险分担补偿等机制。二是提升金融支持强度和水平，用好用足科技创新和技术改造再贷款等结构性货币政策工具，扩大辖区科技型企业贷款投放。将承销和投资科技型企业债券情况纳入科技金融服务效果评估，推动科创票据发行规模增长。三是围绕科技创新中心建设需要，提高对辖区内科技型企业、重点科技项目、制造业重点产业链和集群的金融支持力度。四是探索科技金融新模式，聚焦“贷款+外部直投”、并购贷款、科技保险等重点业务，打通业务堵点，提升服务效能。五是为各类金融机构、科技中介服务组织、高校院所等搭建交流合作平台，加强信息共享和服务联动，为科技型企业提供多元化接力式金融服务。六是建立科技金融数据共享平台，引导企业征信机构创新科技金融领域征信增值产品，加强信息技术运用，提升科技公共信息共享和使用水平。七是建立健全区域科技金融服务效果评估机制，加强评估结果运用，形成正向激励。下一步，中国人民银行、科技部将加强政策协同和信息共享，指导推动重点地区中国人民银行分行、科技部门全力做好科技金融服务工作，健全工作机制、加强探索创新、优化配套政策，完善区域科技金融服务体系，培育支持科技创新的金融市场生态，以高质量科技金融服务助力打造科技创新高地，支持实现高水平科技自立自强和科技强国建设。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360103115247656,"gmtCreate":1728947631791,"gmtModify":1728947633459,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"你怎么看","listText":"你怎么看","text":"你怎么看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360103115247656","repostId":"1122178447","repostType":2,"repost":{"id":"1122178447","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":1728920580,"share":"https://www.laohu8.com/m/news/1122178447?lang=&edition=full","pubTime":"2024-10-14 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11:55","market":"us","language":"zh","title":"“科技五巨头”为何贵？不只是业绩，还有账面1400亿美元现金！","url":"https://stock-news.laohu8.com/highlight/detail?id=2410889105","media":"华尔街见闻","summary":"当前市场环境下，微软、苹果、谷歌、亚马逊和Meta的巨额账面资金意味着更大的回购空间。","content":"<html><head></head><body><blockquote><p>当前市场环境下，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Meta的巨额账面资金意味着更大的回购空间。</p></blockquote><p>在科技巨头反弹的带动下，美股指涨幅进一步扩大，继去年飙升54%后，纳斯达克100指数今年以来又上涨了8.6%。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>对冲基金业务主管Tony Pasquariello用一张图展示了开年以来“令人瞠目结舌”的市场，少数股票的“狂欢”还在继续，美股市值前5的股票贡献了70%的涨幅。<a href=\"https://laohu8.com/S/UBS\">瑞银</a>直言，“科技巨头们”将继续受益于清晰的盈利路径，2024年或许会继续领跑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c702973483a96b80899a50e4b2b91\" tg-width=\"500\" tg-height=\"337\"/></p><p>根据媒体汇编的数据，截止去年12月30日的第四季度，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Meta五大科技巨头，现金储备创下新高，共计近1400亿美元。 媒体分析指出，<strong>科技巨头们手里的现金可以看出，这些公司还有千亿利好没释放，涨势或将继续。</strong></p><p>CFRA Research的研究员Angelo Zino表示，因为这些公司已经拥有强大的资产负债表和高净现金头寸，投资者可以判断这些公司在未来会有更多的现金回馈股东，对资本回报的关注将有助于在未来增加股东价值，这比持有过多的现金在资产负债表上要好。</p><p>媒体分析指出，以这些科技公司的体量来看，现在要把这些钱花出去难度越来越大，其一在于<strong>要找到能够继续推动增长的投资不容易</strong>，其二，则是因为这些公司正成为监管机构重点关注的对象，当前科技公司考虑收购的时候，不得不考虑监管层的态度，这实际上也增加了额外的成本。</p><p>因此，科技巨头就选择了另一个花钱的方式——回购：</p><blockquote><p>苹果：第四季度回购了205亿美元，900亿美元的先前授权中剩余536亿美元，拥有1730亿美元的现金和现金等价物。</p><p>谷歌母公司Alphabet：第四季度回购了161亿美元，700亿美元的先前授权中剩余363亿美元，持有1110亿美元的现金和有价证券。</p><p>Meta：第四季度回购了63亿美元，400亿美元的先前授权中剩余309亿美元（并宣布增加500亿美元股票回购授权），拥有654亿美元的现金和有价证券。</p><p>微软：第四季度回购了40亿美元，600亿美元先前授权中剩余159亿美元，拥有810亿美元的现金和现金等价物。</p></blockquote><p><strong>回购释放利好，涨势还将继续？</strong></p><p>分析指出，回购减少了公司流通在外的股票总数，在利润不变的情况下，每股收益会上升，从而有助于提振公司股价。高管们常常通过回购来表明，他们相信自家公司的股票被低估值得投资。</p><p>从历史上看，回购在成熟型公司中更为常见，这类公司专注于向股东返还现金，相比之下，创业型公司往往会将现金用于扩张、投资新设施和设备、研究和开发新产品或进行收购。</p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>掌门人沃伦·巴菲特是股票回购的忠实拥护者。在他看来，回购好处多多：对股东和股票卖家有利，比收购更安全，比派发股息更有效，也是高管们表达他们关心股东回报的一种方式。</p><p>在科技巨头的一季报中，还有一个细节值得注意，那就是用分红的方式回馈股东，对于成长股来说，分红一直以来并不是一个有效提振股价的方式，很多投资者认为，<strong>当成长股开始发分红的时候，就是它们增长到头的时候</strong>。但上周Meta分红后市场的反应似乎说明对分红的态度发生了改变。</p><p>资管公司Deepwater的创始人表示，如果回看过去10年，当科技公司开始发分红的时候，增长也就开始停止了，但Meta宣布分红的同时，还说自己会继续投资。这其实就是在告诉股东，他们可以自己完成AI和元宇宙方面的增长。投行Baird也表示，<strong>在生成式AI的出现的时代中，发分红不再是一个增长放缓的信号。 </strong></p><p><strong>四大科技巨头过去十年疯狂回购</strong> </p><p><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>（S&amp;P Global）的数据显示，过去十年，美股四家大型科技公司总共投入了逾1万亿美元用于股票回购。</p><p>在截至去年3月31日的10年里，<strong>美股四大科技巨头苹果、Alphabet、微软和Meta总共投入了1.1万亿美元用于回购</strong>。</p><p><strong>苹果的回购力度居美股上市公司之首，投入额高达6210亿美元。</strong>Alphabet以1930亿美元的回购额排名第二。微软和Meta的回购额分别为1800亿美元和1300亿美元。</p><p>过去10年，回购最多的20家公司总计投入了约2万亿美元，占<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股公司同期6.6万亿美元总回购额的约三分之一。</p><p><strong>作为对比，美股标普500指数在截至3月31日的10年里，涨幅高达约150%。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>“科技五巨头”为何贵？不只是业绩，还有账面1400亿美元现金！</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“科技五巨头”为何贵？不只是业绩，还有账面1400亿美元现金！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-12 11:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708304><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当前市场环境下，微软、苹果、谷歌、亚马逊和Meta的巨额账面资金意味着更大的回购空间。在科技巨头反弹的带动下，美股指涨幅进一步扩大，继去年飙升54%后，纳斯达克100指数今年以来又上涨了8.6%。高盛对冲基金业务主管Tony Pasquariello用一张图展示了开年以来“令人瞠目结舌”的市场，少数股票的“狂欢”还在继续，美股市值前5的股票贡献了70%的涨幅。瑞银直言，“科技巨头们”将继续受益于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708304\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/212add2d8b4b9d099475080b36bd7063","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3708304","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410889105","content_text":"当前市场环境下，微软、苹果、谷歌、亚马逊和Meta的巨额账面资金意味着更大的回购空间。在科技巨头反弹的带动下，美股指涨幅进一步扩大，继去年飙升54%后，纳斯达克100指数今年以来又上涨了8.6%。高盛对冲基金业务主管Tony Pasquariello用一张图展示了开年以来“令人瞠目结舌”的市场，少数股票的“狂欢”还在继续，美股市值前5的股票贡献了70%的涨幅。瑞银直言，“科技巨头们”将继续受益于清晰的盈利路径，2024年或许会继续领跑。根据媒体汇编的数据，截止去年12月30日的第四季度，微软、苹果、谷歌、亚马逊和Meta五大科技巨头，现金储备创下新高，共计近1400亿美元。 媒体分析指出，科技巨头们手里的现金可以看出，这些公司还有千亿利好没释放，涨势或将继续。CFRA Research的研究员Angelo Zino表示，因为这些公司已经拥有强大的资产负债表和高净现金头寸，投资者可以判断这些公司在未来会有更多的现金回馈股东，对资本回报的关注将有助于在未来增加股东价值，这比持有过多的现金在资产负债表上要好。媒体分析指出，以这些科技公司的体量来看，现在要把这些钱花出去难度越来越大，其一在于要找到能够继续推动增长的投资不容易，其二，则是因为这些公司正成为监管机构重点关注的对象，当前科技公司考虑收购的时候，不得不考虑监管层的态度，这实际上也增加了额外的成本。因此，科技巨头就选择了另一个花钱的方式——回购：苹果：第四季度回购了205亿美元，900亿美元的先前授权中剩余536亿美元，拥有1730亿美元的现金和现金等价物。谷歌母公司Alphabet：第四季度回购了161亿美元，700亿美元的先前授权中剩余363亿美元，持有1110亿美元的现金和有价证券。Meta：第四季度回购了63亿美元，400亿美元的先前授权中剩余309亿美元（并宣布增加500亿美元股票回购授权），拥有654亿美元的现金和有价证券。微软：第四季度回购了40亿美元，600亿美元先前授权中剩余159亿美元，拥有810亿美元的现金和现金等价物。回购释放利好，涨势还将继续？分析指出，回购减少了公司流通在外的股票总数，在利润不变的情况下，每股收益会上升，从而有助于提振公司股价。高管们常常通过回购来表明，他们相信自家公司的股票被低估值得投资。从历史上看，回购在成熟型公司中更为常见，这类公司专注于向股东返还现金，相比之下，创业型公司往往会将现金用于扩张、投资新设施和设备、研究和开发新产品或进行收购。伯克希尔掌门人沃伦·巴菲特是股票回购的忠实拥护者。在他看来，回购好处多多：对股东和股票卖家有利，比收购更安全，比派发股息更有效，也是高管们表达他们关心股东回报的一种方式。在科技巨头的一季报中，还有一个细节值得注意，那就是用分红的方式回馈股东，对于成长股来说，分红一直以来并不是一个有效提振股价的方式，很多投资者认为，当成长股开始发分红的时候，就是它们增长到头的时候。但上周Meta分红后市场的反应似乎说明对分红的态度发生了改变。资管公司Deepwater的创始人表示，如果回看过去10年，当科技公司开始发分红的时候，增长也就开始停止了，但Meta宣布分红的同时，还说自己会继续投资。这其实就是在告诉股东，他们可以自己完成AI和元宇宙方面的增长。投行Baird也表示，在生成式AI的出现的时代中，发分红不再是一个增长放缓的信号。 四大科技巨头过去十年疯狂回购 标普全球（S&P Global）的数据显示，过去十年，美股四家大型科技公司总共投入了逾1万亿美元用于股票回购。在截至去年3月31日的10年里，美股四大科技巨头苹果、Alphabet、微软和Meta总共投入了1.1万亿美元用于回购。苹果的回购力度居美股上市公司之首，投入额高达6210亿美元。Alphabet以1930亿美元的回购额排名第二。微软和Meta的回购额分别为1800亿美元和1300亿美元。过去10年，回购最多的20家公司总计投入了约2万亿美元，占标普500指数成分股公司同期6.6万亿美元总回购额的约三分之一。作为对比，美股标普500指数在截至3月31日的10年里，涨幅高达约150%。","news_type":1,"symbols_score_info":{"AAPL":0.81,"AMZN":1.1,"GOOG":0.9,"GOOGL":0.89,"META":1.1,"MSFT":0.81}},"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274603629310064,"gmtCreate":1708093660854,"gmtModify":1708093662290,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"中国人不骗中国人","listText":"中国人不骗中国人","text":"中国人不骗中国人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274603629310064","repostId":"1188952247","repostType":4,"repost":{"id":"1188952247","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":1708074625,"share":"https://www.laohu8.com/m/news/1188952247?lang=&edition=full","pubTime":"2024-02-16 17:10","market":"us","language":"zh","title":"媒体消息：段永平旗下一投资账户增持阿里","url":"https://stock-news.laohu8.com/highlight/detail?id=1188952247","media":"老虎资讯综合","summary":"相比上一季度，该账户增持阿里1918730股，目前共持有4959230股。","content":"<html><head></head><body><p>据全天候科技，段永平控制的一投资账户（H&amp;H International Investment, LLC）最新持仓显示，该账户在2023年第四季度增持阿里。具体来看，在2023年第四季度末，该账户总共持有九家公司，总市值144.5亿美元，前四大持仓为114.98亿美元苹果、16.92亿美元伯克希尔哈撒韦、7.57亿美元谷歌、3.84亿美元的阿里巴巴。<strong>相比上一季度，该账户增持阿里1918730股，目前共持有4959230股。</strong></p><p>除了段永平，阿里还获得了众多大佬和机构的大幅增持。截至2023年第四季度，阿里已经获得了马云、蔡崇信以及包括加拿大年金计划投资委员会、对冲基金Scion Asset Management LLC、索罗斯基金管理公司Soros Fund Management、有“抄底王”之称的对冲基金Appaloosa等在内的众多机构的买入。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d2fa615c23e0b3bac3c217d3765d2f\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>媒体消息：段永平旗下一投资账户增持阿里</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媒体消息：段永平旗下一投资账户增持阿里\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\">2024-02-16 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据全天候科技，段永平控制的一投资账户（H&amp;H International Investment, LLC）最新持仓显示，该账户在2023年第四季度增持阿里。具体来看，在2023年第四季度末，该账户总共持有九家公司，总市值144.5亿美元，前四大持仓为114.98亿美元苹果、16.92亿美元伯克希尔哈撒韦、7.57亿美元谷歌、3.84亿美元的阿里巴巴。<strong>相比上一季度，该账户增持阿里1918730股，目前共持有4959230股。</strong></p><p>除了段永平，阿里还获得了众多大佬和机构的大幅增持。截至2023年第四季度，阿里已经获得了马云、蔡崇信以及包括加拿大年金计划投资委员会、对冲基金Scion Asset Management LLC、索罗斯基金管理公司Soros Fund Management、有“抄底王”之称的对冲基金Appaloosa等在内的众多机构的买入。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d2fa615c23e0b3bac3c217d3765d2f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188952247","content_text":"据全天候科技，段永平控制的一投资账户（H&H International Investment, LLC）最新持仓显示，该账户在2023年第四季度增持阿里。具体来看，在2023年第四季度末，该账户总共持有九家公司，总市值144.5亿美元，前四大持仓为114.98亿美元苹果、16.92亿美元伯克希尔哈撒韦、7.57亿美元谷歌、3.84亿美元的阿里巴巴。相比上一季度，该账户增持阿里1918730股，目前共持有4959230股。除了段永平，阿里还获得了众多大佬和机构的大幅增持。截至2023年第四季度，阿里已经获得了马云、蔡崇信以及包括加拿大年金计划投资委员会、对冲基金Scion Asset Management LLC、索罗斯基金管理公司Soros Fund Management、有“抄底王”之称的对冲基金Appaloosa等在内的众多机构的买入。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274660054851664,"gmtCreate":1708093543703,"gmtModify":1708093545357,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"当放出这条消息，他是要卖了","listText":"当放出这条消息，他是要卖了","text":"当放出这条消息，他是要卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274660054851664","repostId":"1157224989","repostType":2,"repost":{"id":"1157224989","kind":"news","pubTimestamp":1708089000,"share":"https://www.laohu8.com/m/news/1157224989?lang=&edition=full","pubTime":"2024-02-16 21:10","market":"us","language":"zh","title":"段永平美股持仓明细终于披露了，苹果占比80%","url":"https://stock-news.laohu8.com/highlight/detail?id=1157224989","media":"逍遥投资笔记","summary":"苹果持仓占比80%，其次伯克希尔哈撒韦持仓12%，谷歌5.2%，阿里2.7%。","content":"<html><head></head><body><h2 id=\"id_980804531\">01—最新持仓明细</h2><p style=\"text-align: justify;\">如果投票选出国内二级市场投资人第一名，如果段永平勇夺头名，我一点都不会意外。</p><p style=\"text-align: justify;\">首先段永平的的投资业绩非常彪悍显赫，从100多万美金资本步入股市，24年时间粗摸估计投资资产超过100亿美金；其次段永平不仅投资做的好，而且身体力行的在慈善、投资者教育方面，做了大量的工作，影响了无数人。</p><p style=\"text-align: justify;\">正因为如此，很多短粉对段永平投资资产规模和持仓明细非常好奇，并经常有粉丝根据段永平的发言，推测段永平的持仓规模。但段永平从来不置可否，也非常低调，从不透露自己的投资资产数据，所以段永平的真实投资资产和持仓明细一直是个迷。</p><p style=\"text-align: justify;\">不过世上没有不透风的墙，最近段永平的美股资产和持仓明细，还是被万能的粉丝挖出来了，先不卖关子，直接上图：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8705f152b8082a60a45a165f9d460051\" title=\"\" tg-width=\"640\" tg-height=\"307\"/></p><p style=\"text-align: justify;\">截至2023年12月31日：</p><p style=\"text-align: justify;\">美股持仓总额145亿美金；</p><p style=\"text-align: justify;\">持有9家上市公司股票；</p><p style=\"text-align: justify;\"><strong>苹果持仓占比80%，其次伯克希尔哈撒韦持仓12%，谷歌5.2%，阿里2.7%；</strong></p><p style=\"text-align: justify;\">以上数据来自于一家名叫H&amp;H International Investment, LLC的机构，最近提交给SEC的13F文件，数据来源地址：</p><p style=\"text-align: justify;\">https://www.sec.gov/Archives/edgar/data/1759760/000108514624001294/xslForm13F_X02/infotable.xml</p><p style=\"text-align: justify;\">数据披露给大家后，接着最重要的是验证以上披露数据属实，这很关键，接下来说明一下验证过程。</p><h2 id=\"id_3082581478\">线索1：苹果机构持仓</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d4f8cf263396729edf84d4ef244701e\" title=\"\" tg-width=\"640\" tg-height=\"640\"/></p><p style=\"text-align: justify;\">段永平曾透露过几个信息：</p><p style=\"text-align: justify;\">A、美股持仓是绝对的集中，曾经苹果持仓超过90%。</p><p style=\"text-align: justify;\">B、持有苹果股份数量不到1%。</p><p style=\"text-align: justify;\">那么我们可以查一查持有苹果低于1%的机构股东名单，看看有没有可能找到蛛丝马迹。</p><p style=\"text-align: justify;\">很幸运，在名单中找到了名叫H&amp;H International Investment, LLC的这家公司，这家公司持有0.4%的苹果股份。</p><p style=\"text-align: justify;\">点击进入这家机构的持仓明细发现（见上图）：</p><p style=\"text-align: justify;\">最新持有9只股票，其中苹果持仓接近80%，另外其他几只股票都是段永平在雪球上提到过或者持有过的公司，比如伯克希尔、阿里巴巴、谷歌、迪士尼、拼多多等。</p><p style=\"text-align: justify;\">关注过段永平的粉丝看到这个名单，大概心理八成就会觉得这个H&amp;H International Investment, LLC就是段永平的持仓主体。</p><p style=\"text-align: justify;\">不过从严谨的角度讲，只能说很像，不能从证据上确认，接着我们还得继续验证。</p><h2 id=\"id_100056848\">线索2：SEC披露</h2><p style=\"text-align: justify;\">有了机构名称，我们就可以在SEC官网查询该机构的详细披露文件了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa0efb0a22278e93037bf602610876b7\" title=\"\" tg-width=\"640\" tg-height=\"444\"/></p><p style=\"text-align: justify;\">从SEC官网可以进入上图的披露界面，里面有三个PDF披露文件。我们打开第一个文件和第二个文件，搜索duan之后，可以查询到以下界面：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b97cd9c1f32fa08ce24c0b2b8b85baf\" title=\"\" tg-width=\"640\" tg-height=\"134\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393166032f9fdb90b8f9e40fe22fe2ff\" title=\"\" tg-width=\"640\" tg-height=\"161\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dab823f6198070675627a43c411a3110\" title=\"\" tg-width=\"640\" tg-height=\"184\"/></p><p style=\"text-align: justify;\">上面三张截图，明确说明H&amp;H International Investment, LLC的实控人是YONG DUAN，不知道为啥写的不是YONGPING DUAN，但毫无疑问99%可以确定就是段永平。</p><p style=\"text-align: justify;\">所以截止到这里，验证过程完毕，H&amp;H International Investment, LLC大概率就是段永平在美股的持仓主体。该主体截止到2023年12月31日在美股持有145亿美金股票，其中接近80%仓位是苹果。</p><h2 id=\"id_4223797394\">基金计提规则</h2><p style=\"text-align: justify;\">顺便提一下，段永平管理的基金的收益计提规则：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0135fc62f509d5575326a49343ebc3dd\" title=\"\" tg-width=\"640\" tg-height=\"118\"/></p><p style=\"text-align: justify;\">从上图可知，H&amp;H International Investment, LLC有三种收费模式：</p><p style=\"text-align: justify;\">A、固定2.2%的管理费；</p><p style=\"text-align: justify;\">B、3%以上收益计提25%；</p><p style=\"text-align: justify;\">C、盈利部分计提25%+2.1%的管理费。</p><p style=\"text-align: justify;\">所有盈利计提都采用高水位法（high water mark），简单说就是基金涨了提成，然后跌回去了就不会提成，只有将来涨到新高才继续提成。</p><h2 id=\"id_3178714245\">补充</h2><p style=\"text-align: justify;\">A、该145亿美金持仓，仅为段永平美股持仓，且并不确定是否是唯一账户，很有可能只是段永平管理的众多账户之一，也就是有可能段永平美股实际管理资金高于145亿美金。</p><p style=\"text-align: justify;\">B、从段永平发言来看，除了持有美股仓位以外，段永平在港股还持有腾讯，A股还持有茅台，港股和A股持股金额暂未知。</p><p style=\"text-align: justify;\">C、美股、港股、A股管理的资金，包含段永平个人资金，以及为客户管理的资金，不可笼统的认为是段永平个人资产，当然这其中有多大比例是段永平的资产，也是未知数。</p><p style=\"text-align: justify;\">D、从段永平发言来看，入市资金大概100万美金出头，20多年间，除了盈利导致资金规模增长以外，期间还不断有自己新的资金投入，以及客户的资金不断投入，所以不能笼统的计算段永平20多年间的收益率达到14500倍（145亿美金/100万美金）。段永平曾说过大致算下来，年化收益率不低于老巴，所以更为客观、可信的年化收益率数据大概是20%+（老巴历史复合年化收益率接近20%）。</p><p style=\"text-align: justify;\">最后，无论从业绩，还是品德等各方面看，段永平都无愧于中国巴菲特这一称号，是中国投资界毫无疑问的传奇。</p></body></html>","source":"lsy1708089163802","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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段永平美股持仓明细终于披露了，苹果占比80%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-16 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=Mzg4OTg0MzUxNw==&mid=2247485785&idx=1&sn=700f1c6bbf09356eaefbe91fbc5bd3ed&chksm=cfe4f30bf8937a1da3bbab956e524464647e13e1fbe672fc2043c59e55606e031add2f010bfe&mpshare=1&scene=1&srcid=0216kzVowasQyaIHwtC8L264&sharer_shareinfo=07598c9b623105d8676f158861cb36f6&sharer_shareinfo_first=07598c9b623105d8676f158861cb36f6&exportkey=n_ChQIAhIQaB%2FxVMh%2BhGArD8w457DB5RLxAQIE97dBBAEAAAAAAOUENN2Z1%2F8AAAAOpnltbLcz9gKNyK89dVj0wDnUPhHkANmgLKCmTy1M9bQYAcHXmk4Dvd9M2jTUUG5q5bDjtWQQUWNwjmFhyvQvU1EI6yko1w8Br%2Bz2Yqn%2Fgc2h8K%2BNXa%2FNOuEoQ8LmhQASrHTHdyGZwAWEQOpbevYAX3GhpXkppdCIPbW%2F7vyXi%2B15mYFolB9JRVjzFVjCXLque3NQm0m47XaC8%2BFqEruslDGSo%2F8LV1XjLmJYdRqds2iBjbQJ%2FWU9%2F4ZQAXrRjLf1cgwOBzzvsNXcwHVm1Erqe4VNATs2fZOB7vM%3D&acctmode=0&pass_ticket=ALSieD7ZyL1kyDlhKHRcMKMTXvXmNGsd8%2FHnCX5kJYRE%2BO7dvE%2Btda1siKb7aM72kMpDa6DiPU1NRVdpGajgWg%3D%3D&wx_header=0#rd><strong>逍遥投资笔记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>01—最新持仓明细如果投票选出国内二级市场投资人第一名，如果段永平勇夺头名，我一点都不会意外。首先段永平的的投资业绩非常彪悍显赫，从100多万美金资本步入股市，24年时间粗摸估计投资资产超过100亿美金；其次段永平不仅投资做的好，而且身体力行的在慈善、投资者教育方面，做了大量的工作，影响了无数人。正因为如此，很多短粉对段永平投资资产规模和持仓明细非常好奇，并经常有粉丝根据段永平的发言，推测段永平的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg4OTg0MzUxNw==&mid=2247485785&idx=1&sn=700f1c6bbf09356eaefbe91fbc5bd3ed&chksm=cfe4f30bf8937a1da3bbab956e524464647e13e1fbe672fc2043c59e55606e031add2f010bfe&mpshare=1&scene=1&srcid=0216kzVowasQyaIHwtC8L264&sharer_shareinfo=07598c9b623105d8676f158861cb36f6&sharer_shareinfo_first=07598c9b623105d8676f158861cb36f6&exportkey=n_ChQIAhIQaB%2FxVMh%2BhGArD8w457DB5RLxAQIE97dBBAEAAAAAAOUENN2Z1%2F8AAAAOpnltbLcz9gKNyK89dVj0wDnUPhHkANmgLKCmTy1M9bQYAcHXmk4Dvd9M2jTUUG5q5bDjtWQQUWNwjmFhyvQvU1EI6yko1w8Br%2Bz2Yqn%2Fgc2h8K%2BNXa%2FNOuEoQ8LmhQASrHTHdyGZwAWEQOpbevYAX3GhpXkppdCIPbW%2F7vyXi%2B15mYFolB9JRVjzFVjCXLque3NQm0m47XaC8%2BFqEruslDGSo%2F8LV1XjLmJYdRqds2iBjbQJ%2FWU9%2F4ZQAXrRjLf1cgwOBzzvsNXcwHVm1Erqe4VNATs2fZOB7vM%3D&acctmode=0&pass_ticket=ALSieD7ZyL1kyDlhKHRcMKMTXvXmNGsd8%2FHnCX5kJYRE%2BO7dvE%2Btda1siKb7aM72kMpDa6DiPU1NRVdpGajgWg%3D%3D&wx_header=0#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/843f78fd1e8ced5ba9f7e50d7af25968","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg4OTg0MzUxNw==&mid=2247485785&idx=1&sn=700f1c6bbf09356eaefbe91fbc5bd3ed&chksm=cfe4f30bf8937a1da3bbab956e524464647e13e1fbe672fc2043c59e55606e031add2f010bfe&mpshare=1&scene=1&srcid=0216kzVowasQyaIHwtC8L264&sharer_shareinfo=07598c9b623105d8676f158861cb36f6&sharer_shareinfo_first=07598c9b623105d8676f158861cb36f6&exportkey=n_ChQIAhIQaB%2FxVMh%2BhGArD8w457DB5RLxAQIE97dBBAEAAAAAAOUENN2Z1%2F8AAAAOpnltbLcz9gKNyK89dVj0wDnUPhHkANmgLKCmTy1M9bQYAcHXmk4Dvd9M2jTUUG5q5bDjtWQQUWNwjmFhyvQvU1EI6yko1w8Br%2Bz2Yqn%2Fgc2h8K%2BNXa%2FNOuEoQ8LmhQASrHTHdyGZwAWEQOpbevYAX3GhpXkppdCIPbW%2F7vyXi%2B15mYFolB9JRVjzFVjCXLque3NQm0m47XaC8%2BFqEruslDGSo%2F8LV1XjLmJYdRqds2iBjbQJ%2FWU9%2F4ZQAXrRjLf1cgwOBzzvsNXcwHVm1Erqe4VNATs2fZOB7vM%3D&acctmode=0&pass_ticket=ALSieD7ZyL1kyDlhKHRcMKMTXvXmNGsd8%2FHnCX5kJYRE%2BO7dvE%2Btda1siKb7aM72kMpDa6DiPU1NRVdpGajgWg%3D%3D&wx_header=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157224989","content_text":"01—最新持仓明细如果投票选出国内二级市场投资人第一名，如果段永平勇夺头名，我一点都不会意外。首先段永平的的投资业绩非常彪悍显赫，从100多万美金资本步入股市，24年时间粗摸估计投资资产超过100亿美金；其次段永平不仅投资做的好，而且身体力行的在慈善、投资者教育方面，做了大量的工作，影响了无数人。正因为如此，很多短粉对段永平投资资产规模和持仓明细非常好奇，并经常有粉丝根据段永平的发言，推测段永平的持仓规模。但段永平从来不置可否，也非常低调，从不透露自己的投资资产数据，所以段永平的真实投资资产和持仓明细一直是个迷。不过世上没有不透风的墙，最近段永平的美股资产和持仓明细，还是被万能的粉丝挖出来了，先不卖关子，直接上图：截至2023年12月31日：美股持仓总额145亿美金；持有9家上市公司股票；苹果持仓占比80%，其次伯克希尔哈撒韦持仓12%，谷歌5.2%，阿里2.7%；以上数据来自于一家名叫H&H International Investment, LLC的机构，最近提交给SEC的13F文件，数据来源地址：https://www.sec.gov/Archives/edgar/data/1759760/000108514624001294/xslForm13F_X02/infotable.xml数据披露给大家后，接着最重要的是验证以上披露数据属实，这很关键，接下来说明一下验证过程。线索1：苹果机构持仓段永平曾透露过几个信息：A、美股持仓是绝对的集中，曾经苹果持仓超过90%。B、持有苹果股份数量不到1%。那么我们可以查一查持有苹果低于1%的机构股东名单，看看有没有可能找到蛛丝马迹。很幸运，在名单中找到了名叫H&H International Investment, LLC的这家公司，这家公司持有0.4%的苹果股份。点击进入这家机构的持仓明细发现（见上图）：最新持有9只股票，其中苹果持仓接近80%，另外其他几只股票都是段永平在雪球上提到过或者持有过的公司，比如伯克希尔、阿里巴巴、谷歌、迪士尼、拼多多等。关注过段永平的粉丝看到这个名单，大概心理八成就会觉得这个H&H International Investment, LLC就是段永平的持仓主体。不过从严谨的角度讲，只能说很像，不能从证据上确认，接着我们还得继续验证。线索2：SEC披露有了机构名称，我们就可以在SEC官网查询该机构的详细披露文件了。从SEC官网可以进入上图的披露界面，里面有三个PDF披露文件。我们打开第一个文件和第二个文件，搜索duan之后，可以查询到以下界面：上面三张截图，明确说明H&H International Investment, LLC的实控人是YONG DUAN，不知道为啥写的不是YONGPING DUAN，但毫无疑问99%可以确定就是段永平。所以截止到这里，验证过程完毕，H&H International Investment, LLC大概率就是段永平在美股的持仓主体。该主体截止到2023年12月31日在美股持有145亿美金股票，其中接近80%仓位是苹果。基金计提规则顺便提一下，段永平管理的基金的收益计提规则：从上图可知，H&H International Investment, LLC有三种收费模式：A、固定2.2%的管理费；B、3%以上收益计提25%；C、盈利部分计提25%+2.1%的管理费。所有盈利计提都采用高水位法（high water mark），简单说就是基金涨了提成，然后跌回去了就不会提成，只有将来涨到新高才继续提成。补充A、该145亿美金持仓，仅为段永平美股持仓，且并不确定是否是唯一账户，很有可能只是段永平管理的众多账户之一，也就是有可能段永平美股实际管理资金高于145亿美金。B、从段永平发言来看，除了持有美股仓位以外，段永平在港股还持有腾讯，A股还持有茅台，港股和A股持股金额暂未知。C、美股、港股、A股管理的资金，包含段永平个人资金，以及为客户管理的资金，不可笼统的认为是段永平个人资产，当然这其中有多大比例是段永平的资产，也是未知数。D、从段永平发言来看，入市资金大概100万美金出头，20多年间，除了盈利导致资金规模增长以外，期间还不断有自己新的资金投入，以及客户的资金不断投入，所以不能笼统的计算段永平20多年间的收益率达到14500倍（145亿美金/100万美金）。段永平曾说过大致算下来，年化收益率不低于老巴，所以更为客观、可信的年化收益率数据大概是20%+（老巴历史复合年化收益率接近20%）。最后，无论从业绩，还是品德等各方面看，段永平都无愧于中国巴菲特这一称号，是中国投资界毫无疑问的传奇。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252087430500664,"gmtCreate":1702563160925,"gmtModify":1702563162410,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"哟西","listText":"哟西","text":"哟西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252087430500664","repostId":"1183297940","repostType":4,"repost":{"id":"1183297940","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":1702548349,"share":"https://www.laohu8.com/m/news/1183297940?lang=&edition=full","pubTime":"2023-12-14 18:05","market":"sh","language":"zh","title":"高盛2024年中国股市展望：估值处于历史低位，高配A股","url":"https://stock-news.laohu8.com/highlight/detail?id=1183297940","media":"老虎资讯综合","summary":"预计互联网、消费板块盈利增长预期向好。","content":"<html><head></head><body><p>高盛研究部的首席中国股票策略师刘劲津 (Kinger Lau)及团队对中国股市保持谨慎乐观，认为经济情势改善有望推动企业盈利回升，且因A股估值处于历史低位，维持对A股的“高配”立场。</p><p>高盛研究部预计2024年MSCI中国指数和沪深300指数成分股将分别实现10%和11%的盈利增长，与今年表现接近（市场预测增速分别为8%和10%）。由于中国A股市场对于地缘政治和流动性因素的敏感性较低，股票风险溢价较高，而且与国内政策利好及国家增长目标的匹配度更佳，高盛团队认为中国A股市场的策略投资理由十分充分。</p><p>未来12个月，高盛研究部维持在区域内对中国A股的高配建议，但考虑到回报与风险收益比率可能较A股低，团队将离岸中国股市的配置建议调整为持有，以反映出更具差异化和针对性的投资策略。</p><p>从行业来看，<strong>高盛股票策略团队预计互联网、消费板块盈利增长预期向好。</strong>高盛团队亦认为大众市场消费股、部分出口企业以及几个题材（人工智能、新基建、 “小巨人”、国内公司治理领军者）可能会随着中国经济再平衡而表现出色。</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 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class=\"h-time\">2023-12-14 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛研究部的首席中国股票策略师刘劲津 (Kinger Lau)及团队对中国股市保持谨慎乐观，认为经济情势改善有望推动企业盈利回升，且因A股估值处于历史低位，维持对A股的“高配”立场。</p><p>高盛研究部预计2024年MSCI中国指数和沪深300指数成分股将分别实现10%和11%的盈利增长，与今年表现接近（市场预测增速分别为8%和10%）。由于中国A股市场对于地缘政治和流动性因素的敏感性较低，股票风险溢价较高，而且与国内政策利好及国家增长目标的匹配度更佳，高盛团队认为中国A股市场的策略投资理由十分充分。</p><p>未来12个月，高盛研究部维持在区域内对中国A股的高配建议，但考虑到回报与风险收益比率可能较A股低，团队将离岸中国股市的配置建议调整为持有，以反映出更具差异化和针对性的投资策略。</p><p>从行业来看，<strong>高盛股票策略团队预计互联网、消费板块盈利增长预期向好。</strong>高盛团队亦认为大众市场消费股、部分出口企业以及几个题材（人工智能、新基建、 “小巨人”、国内公司治理领军者）可能会随着中国经济再平衡而表现出色。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183297940","content_text":"高盛研究部的首席中国股票策略师刘劲津 (Kinger Lau)及团队对中国股市保持谨慎乐观，认为经济情势改善有望推动企业盈利回升，且因A股估值处于历史低位，维持对A股的“高配”立场。高盛研究部预计2024年MSCI中国指数和沪深300指数成分股将分别实现10%和11%的盈利增长，与今年表现接近（市场预测增速分别为8%和10%）。由于中国A股市场对于地缘政治和流动性因素的敏感性较低，股票风险溢价较高，而且与国内政策利好及国家增长目标的匹配度更佳，高盛团队认为中国A股市场的策略投资理由十分充分。未来12个月，高盛研究部维持在区域内对中国A股的高配建议，但考虑到回报与风险收益比率可能较A股低，团队将离岸中国股市的配置建议调整为持有，以反映出更具差异化和针对性的投资策略。从行业来看，高盛股票策略团队预计互联网、消费板块盈利增长预期向好。高盛团队亦认为大众市场消费股、部分出口企业以及几个题材（人工智能、新基建、 “小巨人”、国内公司治理领军者）可能会随着中国经济再平衡而表现出色。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226654557286400,"gmtCreate":1696343583822,"gmtModify":1696343584714,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"<a 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我就想发帖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226654557286400","isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211681913155728,"gmtCreate":1692710998709,"gmtModify":1692711000103,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211681913155728","repostId":"1191337823","repostType":4,"repost":{"id":"1191337823","kind":"news","pubTimestamp":1692695525,"share":"https://www.laohu8.com/m/news/1191337823?lang=&edition=full","pubTime":"2023-08-22 17:12","market":"hk","language":"zh","title":"爱奇艺二季度营收78亿元，同比增17%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191337823","media":"新浪科技","summary":"NON-GAAP净利润5.9亿元。","content":"<html><head></head><body><p>周二，爱奇艺发布截至6月30日未经审计的第二季度财报。</p><p><strong>二季度总营收78亿元人民币，同比增长17%。</strong>会员服务营收49亿元，同比增长15%。在线广告服务营收为15亿元，同比增长25%。内容发行和其他收入本季度分别实现营收5.53亿元和8.07亿元，同比分别增长15%和16%。</p><p style=\"text-align: start;\">当季爱奇艺运营利润为6.10亿元，运营利润率为8%。Non-GAAP标准下，运营利润7.86亿元，运营利润率为10%。</p><p style=\"text-align: start;\">二季度，爱奇艺日均订阅会员数1.11亿，较去年同期的9830万增长13%，月度平均单会员收入（ARM）为14． 82元，较去年同期14.53元增长2%。</p><p style=\"text-align: start;\">“我们一以贯之践行原创内容战略，高品质内容助力爱奇艺实现史上第二季度最佳业绩表现，在总营收、利润、自由现金流和日均订阅会员数等关键指标上均表现稳健。”爱奇艺创始人、首席执行官龚宇表示，“我们正在积极探索AIGC等变革性技术，以利未来业务增长。” </p><p>截至发稿，爱奇艺盘前涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98fa298a8f6bb70124441db9b93ad16e\" title=\"\" tg-width=\"450\" tg-height=\"133\"/></p><p></p></body></html>","source":"lsy1635144614083","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>爱奇艺二季度营收78亿元，同比增17%</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; 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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爱奇艺二季度营收78亿元，同比增17%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-22 17:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2023-08-22/doc-imziahma4499299.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，爱奇艺发布截至6月30日未经审计的第二季度财报。二季度总营收78亿元人民币，同比增长17%。会员服务营收49亿元，同比增长15%。在线广告服务营收为15亿元，同比增长25%。内容发行和其他收入本季度分别实现营收5.53亿元和8.07亿元，同比分别增长15%和16%。当季爱奇艺运营利润为6.10亿元，运营利润率为8%。Non-GAAP标准下，运营利润7.86亿元，运营利润率为10%。二季度，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-08-22/doc-imziahma4499299.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f48fbc541b07547e95dfb5b1221fb6ed","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/it/2023-08-22/doc-imziahma4499299.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191337823","content_text":"周二，爱奇艺发布截至6月30日未经审计的第二季度财报。二季度总营收78亿元人民币，同比增长17%。会员服务营收49亿元，同比增长15%。在线广告服务营收为15亿元，同比增长25%。内容发行和其他收入本季度分别实现营收5.53亿元和8.07亿元，同比分别增长15%和16%。当季爱奇艺运营利润为6.10亿元，运营利润率为8%。Non-GAAP标准下，运营利润7.86亿元，运营利润率为10%。二季度，爱奇艺日均订阅会员数1.11亿，较去年同期的9830万增长13%，月度平均单会员收入（ARM）为14． 82元，较去年同期14.53元增长2%。“我们一以贯之践行原创内容战略，高品质内容助力爱奇艺实现史上第二季度最佳业绩表现，在总营收、利润、自由现金流和日均订阅会员数等关键指标上均表现稳健。”爱奇艺创始人、首席执行官龚宇表示，“我们正在积极探索AIGC等变革性技术，以利未来业务增长。” 截至发稿，爱奇艺盘前涨超2%。","news_type":1,"symbols_score_info":{"IQ":1.1}},"isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623910644,"gmtCreate":1670985240588,"gmtModify":1670985241520,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002603\">$以岭药业(002603)$ &nbsp;</a>骗子药业","listText":"<a href=\"https://laohu8.com/S/002603\">$以岭药业(002603)$ &nbsp;</a>骗子药业","text":"$以岭药业(002603)$ 骗子药业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623910644","isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623076234,"gmtCreate":1670945221129,"gmtModify":1670945625233,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623076234","repostId":"1162300666","repostType":4,"repost":{"id":"1162300666","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":1670945082,"share":"https://www.laohu8.com/m/news/1162300666?lang=&edition=full","pubTime":"2022-12-13 23:24","market":"us","language":"zh","title":"美国科学家宣布在核聚变技术方面取得重大突破","url":"https://stock-news.laohu8.com/highlight/detail?id=1162300666","media":"老虎资讯综合","summary":"在为家庭提供核聚变能源之前，还有一段路要走。","content":"<html><head></head><body><p>据BBC报道，周二，美国研究人员证实他们已经克服了一个主要障碍——<b>从核聚变实验中产生的能量超过了投入的能量</b>。但专家表示，在为家庭提供核聚变能源之前，还有一段路要走。</p><p>该实验在加利福尼亚州劳伦斯利弗莫尔国家实验室(LLNL)的国家点火装置进行。核聚变被称为能源生产的“圣杯”。它的工作原理是将轻原子对组合在一起——这种“聚变”会释放大量能量。核聚变产生的能量要比核裂变大得多，且只产生少量的短期放射性废料。重要的是，这一过程不会产生温室气体排放，因此不会导致气候变化。</p><p><b>详细了解：</b><a href=\"https://laohu8.com/NW/1142903081\" target=\"_blank\"><b>今晚见证历史！人类或首次实现可控核聚变</b></a></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>美国科学家宣布在核聚变技术方面取得重大突破</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国科学家宣布在核聚变技术方面取得重大突破\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\">2022-12-13 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据BBC报道，周二，美国研究人员证实他们已经克服了一个主要障碍——<b>从核聚变实验中产生的能量超过了投入的能量</b>。但专家表示，在为家庭提供核聚变能源之前，还有一段路要走。</p><p>该实验在加利福尼亚州劳伦斯利弗莫尔国家实验室(LLNL)的国家点火装置进行。核聚变被称为能源生产的“圣杯”。它的工作原理是将轻原子对组合在一起——这种“聚变”会释放大量能量。核聚变产生的能量要比核裂变大得多，且只产生少量的短期放射性废料。重要的是，这一过程不会产生温室气体排放，因此不会导致气候变化。</p><p><b>详细了解：</b><a href=\"https://laohu8.com/NW/1142903081\" target=\"_blank\"><b>今晚见证历史！人类或首次实现可控核聚变</b></a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/108450a35b0e2fe4e83ffc890479c406","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162300666","content_text":"据BBC报道，周二，美国研究人员证实他们已经克服了一个主要障碍——从核聚变实验中产生的能量超过了投入的能量。但专家表示，在为家庭提供核聚变能源之前，还有一段路要走。该实验在加利福尼亚州劳伦斯利弗莫尔国家实验室(LLNL)的国家点火装置进行。核聚变被称为能源生产的“圣杯”。它的工作原理是将轻原子对组合在一起——这种“聚变”会释放大量能量。核聚变产生的能量要比核裂变大得多，且只产生少量的短期放射性废料。重要的是，这一过程不会产生温室气体排放，因此不会导致气候变化。详细了解：今晚见证历史！人类或首次实现可控核聚变","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668233915,"gmtCreate":1664778684937,"gmtModify":1664778688393,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"口水分析，无价值。骗人的鬼话，现在说实话的文章好久我都没有看到过了，","listText":"口水分析，无价值。骗人的鬼话，现在说实话的文章好久我都没有看到过了，","text":"口水分析，无价值。骗人的鬼话，现在说实话的文章好久我都没有看到过了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668233915","repostId":"1100486117","repostType":4,"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":909613828,"gmtCreate":1556281055564,"gmtModify":1704800416415,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460776341012348","authorIdStr":"3460776341012348"},"themes":[],"htmlText":"$新氧(SY)$ 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