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观国之光
02-15
马斯克能耐也太大了,什么事都要管啊
抱歉,原内容已删除
观国之光
2024-05-11
他在商业上的成就也许昙花一现,但在数学上的贡献却将永载史册
抱歉,原内容已删除
观国之光
2024-04-30
所以他一百亿美元是如何偿还的?他通过股市融资套现还的钱?
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观国之光
2023-05-26
女股神,木头姐[龇牙]
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观国之光
2023-02-11
我认可
抱歉,原内容已删除
观国之光
2022-12-17
币安千万不能倒啊
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观国之光
2022-11-17
中国的资产指的是哪一些?
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观国之光
2020-10-27
车开废了,电池也没事
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观国之光
2020-05-12
牛人
抱歉,原内容已删除
观国之光
2019-10-06
这篇文章不错,转发给大家看看
@扑克投资家:起底沙特阿美:全球最神秘的石油巨头
观国之光
2019-10-03
$纳指三倍做空ETF(SQQQ)$ 日中则移,月盈则亏
观国之光
2019-09-25
这篇文章不错,转发给大家看看
@复兴计划:我与股市的故事:达里奥篇
去老虎APP查看更多动态
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","listText":"女股神,木头姐[龇牙] ","text":"女股神,木头姐[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655925817","repostId":"2338763147","repostType":2,"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625396253,"gmtCreate":1676087173173,"gmtModify":1676087174782,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"我认可","listText":"我认可","text":"我认可","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625396253","repostId":"1160330922","repostType":2,"isVote":1,"tweetType":1,"viewCount":2280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623693326,"gmtCreate":1671255873665,"gmtModify":1671255875270,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"币安千万不能倒啊","listText":"币安千万不能倒啊","text":"币安千万不能倒啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623693326","repostId":"1139246929","repostType":2,"isVote":1,"tweetType":1,"viewCount":3804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667865308,"gmtCreate":1668697230504,"gmtModify":1668698249679,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"中国的资产指的是哪一些?","listText":"中国的资产指的是哪一些?","text":"中国的资产指的是哪一些?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667865308","repostId":"1142184797","repostType":2,"isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308094851,"gmtCreate":1603789748873,"gmtModify":1703830722429,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"车开废了,电池也没事","listText":"车开废了,电池也没事","text":"车开废了,电池也没事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308094851","repostId":"2076303718","repostType":2,"isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950355627,"gmtCreate":1589262972169,"gmtModify":1704179653985,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"牛人","listText":"牛人","text":"牛人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950355627","repostId":"1191696964","repostType":4,"isVote":1,"tweetType":1,"viewCount":3399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":931999140,"gmtCreate":1570372105080,"gmtModify":1704720677638,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/931999140","repostId":"933929120","repostType":1,"repost":{"id":933929120,"gmtCreate":1569490797579,"gmtModify":1744797741607,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"起底沙特阿美:全球最神秘的石油巨头","htmlText":"文 | 郭儒逸,转载自商业人物(ID:biz-leaders) 导言 沙特阿美的崛起,是自1932年沙特阿拉伯王国建立以来,一部融合了王权、石油财富,以及美国管理层与沙特政府竞合关系的复杂历史。从近乎夭折的开局起步,到成长为全球最大的国有石油生产商,命途多舛的沙特阿美赢得过声誉,也濒临过衰颓。几天前的一场突然袭击,令这家正在酝酿“全球史上最大IPO”的石油巨头震颤,也让外界好奇的目光开始回溯,投向这个神秘沙漠之兽的来路。 正文 7枚巡航导弹、18架三角翼无人机,一周前的这场袭击让沙特阿美这家石油巨头陷入一片紧张之中。 过去七十五年,沙特阿美始终蒙着一层神秘面纱。相比业内其他名头响亮的巨头,它并不为外界熟知。不过,在阿拉伯沙漠丰富的石油资源以及王室的“庇护”下,它早已成为全球石油业界不容忽视的隐形力量。 据沙特阿美今年首度公开的经营业绩显示,其去年净利润高达1111亿美元。这个数字,是苹果的1.8倍,是美国最大石油公司埃克森美孚的5倍。①尽管今年上半年净利润有所下滑,但仍达到469亿美元。作为一家“全球最赚钱”公司,正紧锣密鼓准备IPO的沙特阿美原本前途光明。但在遇袭之后,翻滚的浓烟、产能的受限,再叠加背后地缘政治因素投下的阴影,给它的上市之路添加了不确定性。 1 “飞毯”降落 1932年,在阿拉伯半岛征战三十余年的阿卜杜勒·阿齐兹·伊本·沙特,建立起以他的家族名称命名的王国——沙特阿拉伯。 立国之初的沙特财政拮据,国王名下也几乎没什么财产。整个王室赖以繁盛的石油财富,那时候还深埋于地下,尚未被发现。 急需资金的国王第二年迎来一群美国石油商人,他们是加州标准石油公司派往沙特进行淘金的代表。美国人猜测沙特境内的沙漠之下,藏有丰富的石油资源,尽管阿齐兹并不相信这一点,但他仍然允许对方尝试探索一番——前提是需要付钱。 加州标准石油公司在沙特的新建企业——加州阿拉伯标准石油公司,成为","listText":"文 | 郭儒逸,转载自商业人物(ID:biz-leaders) 导言 沙特阿美的崛起,是自1932年沙特阿拉伯王国建立以来,一部融合了王权、石油财富,以及美国管理层与沙特政府竞合关系的复杂历史。从近乎夭折的开局起步,到成长为全球最大的国有石油生产商,命途多舛的沙特阿美赢得过声誉,也濒临过衰颓。几天前的一场突然袭击,令这家正在酝酿“全球史上最大IPO”的石油巨头震颤,也让外界好奇的目光开始回溯,投向这个神秘沙漠之兽的来路。 正文 7枚巡航导弹、18架三角翼无人机,一周前的这场袭击让沙特阿美这家石油巨头陷入一片紧张之中。 过去七十五年,沙特阿美始终蒙着一层神秘面纱。相比业内其他名头响亮的巨头,它并不为外界熟知。不过,在阿拉伯沙漠丰富的石油资源以及王室的“庇护”下,它早已成为全球石油业界不容忽视的隐形力量。 据沙特阿美今年首度公开的经营业绩显示,其去年净利润高达1111亿美元。这个数字,是苹果的1.8倍,是美国最大石油公司埃克森美孚的5倍。①尽管今年上半年净利润有所下滑,但仍达到469亿美元。作为一家“全球最赚钱”公司,正紧锣密鼓准备IPO的沙特阿美原本前途光明。但在遇袭之后,翻滚的浓烟、产能的受限,再叠加背后地缘政治因素投下的阴影,给它的上市之路添加了不确定性。 1 “飞毯”降落 1932年,在阿拉伯半岛征战三十余年的阿卜杜勒·阿齐兹·伊本·沙特,建立起以他的家族名称命名的王国——沙特阿拉伯。 立国之初的沙特财政拮据,国王名下也几乎没什么财产。整个王室赖以繁盛的石油财富,那时候还深埋于地下,尚未被发现。 急需资金的国王第二年迎来一群美国石油商人,他们是加州标准石油公司派往沙特进行淘金的代表。美国人猜测沙特境内的沙漠之下,藏有丰富的石油资源,尽管阿齐兹并不相信这一点,但他仍然允许对方尝试探索一番——前提是需要付钱。 加州标准石油公司在沙特的新建企业——加州阿拉伯标准石油公司,成为","text":"文 | 郭儒逸,转载自商业人物(ID:biz-leaders) 导言 沙特阿美的崛起,是自1932年沙特阿拉伯王国建立以来,一部融合了王权、石油财富,以及美国管理层与沙特政府竞合关系的复杂历史。从近乎夭折的开局起步,到成长为全球最大的国有石油生产商,命途多舛的沙特阿美赢得过声誉,也濒临过衰颓。几天前的一场突然袭击,令这家正在酝酿“全球史上最大IPO”的石油巨头震颤,也让外界好奇的目光开始回溯,投向这个神秘沙漠之兽的来路。 正文 7枚巡航导弹、18架三角翼无人机,一周前的这场袭击让沙特阿美这家石油巨头陷入一片紧张之中。 过去七十五年,沙特阿美始终蒙着一层神秘面纱。相比业内其他名头响亮的巨头,它并不为外界熟知。不过,在阿拉伯沙漠丰富的石油资源以及王室的“庇护”下,它早已成为全球石油业界不容忽视的隐形力量。 据沙特阿美今年首度公开的经营业绩显示,其去年净利润高达1111亿美元。这个数字,是苹果的1.8倍,是美国最大石油公司埃克森美孚的5倍。①尽管今年上半年净利润有所下滑,但仍达到469亿美元。作为一家“全球最赚钱”公司,正紧锣密鼓准备IPO的沙特阿美原本前途光明。但在遇袭之后,翻滚的浓烟、产能的受限,再叠加背后地缘政治因素投下的阴影,给它的上市之路添加了不确定性。 1 “飞毯”降落 1932年,在阿拉伯半岛征战三十余年的阿卜杜勒·阿齐兹·伊本·沙特,建立起以他的家族名称命名的王国——沙特阿拉伯。 立国之初的沙特财政拮据,国王名下也几乎没什么财产。整个王室赖以繁盛的石油财富,那时候还深埋于地下,尚未被发现。 急需资金的国王第二年迎来一群美国石油商人,他们是加州标准石油公司派往沙特进行淘金的代表。美国人猜测沙特境内的沙漠之下,藏有丰富的石油资源,尽管阿齐兹并不相信这一点,但他仍然允许对方尝试探索一番——前提是需要付钱。 加州标准石油公司在沙特的新建企业——加州阿拉伯标准石油公司,成为","images":[{"img":"https://static.tigerbbs.com/15e6f0c7eee3bfd336d59c632c5be026"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933929120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933480019,"gmtCreate":1570033312931,"gmtModify":1704720367818,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"$纳指三倍做空ETF(SQQQ)$ 日中则移,月盈则亏","listText":"$纳指三倍做空ETF(SQQQ)$ 日中则移,月盈则亏","text":"$纳指三倍做空ETF(SQQQ)$ 日中则移,月盈则亏","images":[{"img":"https://static.tigerbbs.com/05cf70f74e7d6ed33e1c3b912b4ea704"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933480019","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":933026735,"gmtCreate":1569422048027,"gmtModify":1704719382265,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933026735","repostId":"933089018","repostType":1,"repost":{"id":933089018,"gmtCreate":1569415802134,"gmtModify":1744960467325,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"title":"我与股市的故事:达里奥篇","htmlText":"我是达里奥,全球最大对冲基金桥水掌门人。40后,狮子座,美国纽约人氏。如果一句话概括我的投资生涯,大概是年少成名浴火重生。 26岁那年我创办桥水,之所以取这个名字,是因为我们的业务像“在不同的水域之间架起桥梁”。 当时我刚从学校哈佛商学院毕业2年,意气风发,很快也将迎来人生第一个小高峰。因为我成功预见80年代初墨西哥债务危机,国会甚至邀请我去听证会。 而大概7年后,我将亲见自己宴宾客起高楼,楼塌了。1982年,因为押注美国经济崩溃,我破产了。没能靠做空我的祖国大发横财,反而饱尝员工裁到只有我自己的失意苦果。 经历这次惨败,而后东山再起,我的路似乎平稳了很多。桥水从最初的500万美元资金规模,到如今1625亿美元,从最少只有1个人,到如今1700名员工。 我的一生太过丰富,我有太多想说,限于篇幅,简略说几点和你分享,希望恰好是你不知道的部分: 1我间接参与“发明”了麦乐鸡 1983年,麦当劳推出了至今大受欢迎的麦乐鸡。而此前,麦当劳其实有犹豫要不要将其上市。因为就像今年经历了猪肉价格的上涨,麦当劳担心鸡肉价格上涨,挤压它的利润率。而鸡肉生产商也不愿意以固定价格向麦当劳出售鸡肉,因为担心自己的生产成本会上升,利润受到挤压。 而刚好麦当劳和鸡肉生产商雷恩加工,都是我提供咨询服务的两家客户。 当我思考这个问题时,脑子里出现的一个念头是,从经济学角度出发,可以把一只鸡看作一部简单的机器,该机器包含一只小鸡和它的饲料。鸡肉生产商最需要担心的、波动最剧烈的成本,是饲料的成本。 我向雷恩加工展示,如何利用一种谷物期货和豆粕期货的组合锁定成本,这样一来,它就能向麦当劳提出一个固定报价。在大大降低自身价格的风险之后,麦当劳在1983年推出麦乐鸡。 2我爱对冲,期货交易开启职涯 我在大学里主修金融学,我从一位有趣的同学那里学到了很多关于很多关于大宗商品期货的知识。大宗商品对我很有吸引力,因为大宗","listText":"我是达里奥,全球最大对冲基金桥水掌门人。40后,狮子座,美国纽约人氏。如果一句话概括我的投资生涯,大概是年少成名浴火重生。 26岁那年我创办桥水,之所以取这个名字,是因为我们的业务像“在不同的水域之间架起桥梁”。 当时我刚从学校哈佛商学院毕业2年,意气风发,很快也将迎来人生第一个小高峰。因为我成功预见80年代初墨西哥债务危机,国会甚至邀请我去听证会。 而大概7年后,我将亲见自己宴宾客起高楼,楼塌了。1982年,因为押注美国经济崩溃,我破产了。没能靠做空我的祖国大发横财,反而饱尝员工裁到只有我自己的失意苦果。 经历这次惨败,而后东山再起,我的路似乎平稳了很多。桥水从最初的500万美元资金规模,到如今1625亿美元,从最少只有1个人,到如今1700名员工。 我的一生太过丰富,我有太多想说,限于篇幅,简略说几点和你分享,希望恰好是你不知道的部分: 1我间接参与“发明”了麦乐鸡 1983年,麦当劳推出了至今大受欢迎的麦乐鸡。而此前,麦当劳其实有犹豫要不要将其上市。因为就像今年经历了猪肉价格的上涨,麦当劳担心鸡肉价格上涨,挤压它的利润率。而鸡肉生产商也不愿意以固定价格向麦当劳出售鸡肉,因为担心自己的生产成本会上升,利润受到挤压。 而刚好麦当劳和鸡肉生产商雷恩加工,都是我提供咨询服务的两家客户。 当我思考这个问题时,脑子里出现的一个念头是,从经济学角度出发,可以把一只鸡看作一部简单的机器,该机器包含一只小鸡和它的饲料。鸡肉生产商最需要担心的、波动最剧烈的成本,是饲料的成本。 我向雷恩加工展示,如何利用一种谷物期货和豆粕期货的组合锁定成本,这样一来,它就能向麦当劳提出一个固定报价。在大大降低自身价格的风险之后,麦当劳在1983年推出麦乐鸡。 2我爱对冲,期货交易开启职涯 我在大学里主修金融学,我从一位有趣的同学那里学到了很多关于很多关于大宗商品期货的知识。大宗商品对我很有吸引力,因为大宗","text":"我是达里奥,全球最大对冲基金桥水掌门人。40后,狮子座,美国纽约人氏。如果一句话概括我的投资生涯,大概是年少成名浴火重生。 26岁那年我创办桥水,之所以取这个名字,是因为我们的业务像“在不同的水域之间架起桥梁”。 当时我刚从学校哈佛商学院毕业2年,意气风发,很快也将迎来人生第一个小高峰。因为我成功预见80年代初墨西哥债务危机,国会甚至邀请我去听证会。 而大概7年后,我将亲见自己宴宾客起高楼,楼塌了。1982年,因为押注美国经济崩溃,我破产了。没能靠做空我的祖国大发横财,反而饱尝员工裁到只有我自己的失意苦果。 经历这次惨败,而后东山再起,我的路似乎平稳了很多。桥水从最初的500万美元资金规模,到如今1625亿美元,从最少只有1个人,到如今1700名员工。 我的一生太过丰富,我有太多想说,限于篇幅,简略说几点和你分享,希望恰好是你不知道的部分: 1我间接参与“发明”了麦乐鸡 1983年,麦当劳推出了至今大受欢迎的麦乐鸡。而此前,麦当劳其实有犹豫要不要将其上市。因为就像今年经历了猪肉价格的上涨,麦当劳担心鸡肉价格上涨,挤压它的利润率。而鸡肉生产商也不愿意以固定价格向麦当劳出售鸡肉,因为担心自己的生产成本会上升,利润受到挤压。 而刚好麦当劳和鸡肉生产商雷恩加工,都是我提供咨询服务的两家客户。 当我思考这个问题时,脑子里出现的一个念头是,从经济学角度出发,可以把一只鸡看作一部简单的机器,该机器包含一只小鸡和它的饲料。鸡肉生产商最需要担心的、波动最剧烈的成本,是饲料的成本。 我向雷恩加工展示,如何利用一种谷物期货和豆粕期货的组合锁定成本,这样一来,它就能向麦当劳提出一个固定报价。在大大降低自身价格的风险之后,麦当劳在1983年推出麦乐鸡。 2我爱对冲,期货交易开启职涯 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神秘的石油巨头","htmlText":"文 | 郭儒逸,转载自商业人物(ID:biz-leaders) 导言 沙特阿美的崛起,是自1932年沙特阿拉伯王国建立以来,一部融合了王权、石油财富,以及美国管理层与沙特政府竞合关系的复杂历史。从近乎夭折的开局起步,到成长为全球最大的国有石油生产商,命途多舛的沙特阿美赢得过声誉,也濒临过衰颓。几天前的一场突然袭击,令这家正在酝酿“全球史上最大IPO”的石油巨头震颤,也让外界好奇的目光开始回溯,投向这个神秘沙漠之兽的来路。 正文 7枚巡航导弹、18架三角翼无人机,一周前的这场袭击让沙特阿美这家石油巨头陷入一片紧张之中。 过去七十五年,沙特阿美始终蒙着一层神秘面纱。相比业内其他名头响亮的巨头,它并不为外界熟知。不过,在阿拉伯沙漠丰富的石油资源以及王室的“庇护”下,它早已成为全球石油业界不容忽视的隐形力量。 据沙特阿美今年首度公开的经营业绩显示,其去年净利润高达1111亿美元。这个数字,是苹果的1.8倍,是美国最大石油公司埃克森美孚的5倍。①尽管今年上半年净利润有所下滑,但仍达到469亿美元。作为一家“全球最赚钱”公司,正紧锣密鼓准备IPO的沙特阿美原本前途光明。但在遇袭之后,翻滚的浓烟、产能的受限,再叠加背后地缘政治因素投下的阴影,给它的上市之路添加了不确定性。 1 “飞毯”降落 1932年,在阿拉伯半岛征战三十余年的阿卜杜勒·阿齐兹·伊本·沙特,建立起以他的家族名称命名的王国——沙特阿拉伯。 立国之初的沙特财政拮据,国王名下也几乎没什么财产。整个王室赖以繁盛的石油财富,那时候还深埋于地下,尚未被发现。 急需资金的国王第二年迎来一群美国石油商人,他们是加州标准石油公司派往沙特进行淘金的代表。美国人猜测沙特境内的沙漠之下,藏有丰富的石油资源,尽管阿齐兹并不相信这一点,但他仍然允许对方尝试探索一番——前提是需要付钱。 加州标准石油公司在沙特的新建企业——加州阿拉伯标准石油公司,成为","listText":"文 | 郭儒逸,转载自商业人物(ID:biz-leaders) 导言 沙特阿美的崛起,是自1932年沙特阿拉伯王国建立以来,一部融合了王权、石油财富,以及美国管理层与沙特政府竞合关系的复杂历史。从近乎夭折的开局起步,到成长为全球最大的国有石油生产商,命途多舛的沙特阿美赢得过声誉,也濒临过衰颓。几天前的一场突然袭击,令这家正在酝酿“全球史上最大IPO”的石油巨头震颤,也让外界好奇的目光开始回溯,投向这个神秘沙漠之兽的来路。 正文 7枚巡航导弹、18架三角翼无人机,一周前的这场袭击让沙特阿美这家石油巨头陷入一片紧张之中。 过去七十五年,沙特阿美始终蒙着一层神秘面纱。相比业内其他名头响亮的巨头,它并不为外界熟知。不过,在阿拉伯沙漠丰富的石油资源以及王室的“庇护”下,它早已成为全球石油业界不容忽视的隐形力量。 据沙特阿美今年首度公开的经营业绩显示,其去年净利润高达1111亿美元。这个数字,是苹果的1.8倍,是美国最大石油公司埃克森美孚的5倍。①尽管今年上半年净利润有所下滑,但仍达到469亿美元。作为一家“全球最赚钱”公司,正紧锣密鼓准备IPO的沙特阿美原本前途光明。但在遇袭之后,翻滚的浓烟、产能的受限,再叠加背后地缘政治因素投下的阴影,给它的上市之路添加了不确定性。 1 “飞毯”降落 1932年,在阿拉伯半岛征战三十余年的阿卜杜勒·阿齐兹·伊本·沙特,建立起以他的家族名称命名的王国——沙特阿拉伯。 立国之初的沙特财政拮据,国王名下也几乎没什么财产。整个王室赖以繁盛的石油财富,那时候还深埋于地下,尚未被发现。 急需资金的国王第二年迎来一群美国石油商人,他们是加州标准石油公司派往沙特进行淘金的代表。美国人猜测沙特境内的沙漠之下,藏有丰富的石油资源,尽管阿齐兹并不相信这一点,但他仍然允许对方尝试探索一番——前提是需要付钱。 加州标准石油公司在沙特的新建企业——加州阿拉伯标准石油公司,成为","text":"文 | 郭儒逸,转载自商业人物(ID:biz-leaders) 导言 沙特阿美的崛起,是自1932年沙特阿拉伯王国建立以来,一部融合了王权、石油财富,以及美国管理层与沙特政府竞合关系的复杂历史。从近乎夭折的开局起步,到成长为全球最大的国有石油生产商,命途多舛的沙特阿美赢得过声誉,也濒临过衰颓。几天前的一场突然袭击,令这家正在酝酿“全球史上最大IPO”的石油巨头震颤,也让外界好奇的目光开始回溯,投向这个神秘沙漠之兽的来路。 正文 7枚巡航导弹、18架三角翼无人机,一周前的这场袭击让沙特阿美这家石油巨头陷入一片紧张之中。 过去七十五年,沙特阿美始终蒙着一层神秘面纱。相比业内其他名头响亮的巨头,它并不为外界熟知。不过,在阿拉伯沙漠丰富的石油资源以及王室的“庇护”下,它早已成为全球石油业界不容忽视的隐形力量。 据沙特阿美今年首度公开的经营业绩显示,其去年净利润高达1111亿美元。这个数字,是苹果的1.8倍,是美国最大石油公司埃克森美孚的5倍。①尽管今年上半年净利润有所下滑,但仍达到469亿美元。作为一家“全球最赚钱”公司,正紧锣密鼓准备IPO的沙特阿美原本前途光明。但在遇袭之后,翻滚的浓烟、产能的受限,再叠加背后地缘政治因素投下的阴影,给它的上市之路添加了不确定性。 1 “飞毯”降落 1932年,在阿拉伯半岛征战三十余年的阿卜杜勒·阿齐兹·伊本·沙特,建立起以他的家族名称命名的王国——沙特阿拉伯。 立国之初的沙特财政拮据,国王名下也几乎没什么财产。整个王室赖以繁盛的石油财富,那时候还深埋于地下,尚未被发现。 急需资金的国王第二年迎来一群美国石油商人,他们是加州标准石油公司派往沙特进行淘金的代表。美国人猜测沙特境内的沙漠之下,藏有丰富的石油资源,尽管阿齐兹并不相信这一点,但他仍然允许对方尝试探索一番——前提是需要付钱。 加州标准石油公司在沙特的新建企业——加州阿拉伯标准石油公司,成为","images":[{"img":"https://static.tigerbbs.com/15e6f0c7eee3bfd336d59c632c5be026"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933929120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933480019,"gmtCreate":1570033312931,"gmtModify":1704720367818,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"$纳指三倍做空ETF(SQQQ)$ 日中则移,月盈则亏","listText":"$纳指三倍做空ETF(SQQQ)$ 日中则移,月盈则亏","text":"$纳指三倍做空ETF(SQQQ)$ 日中则移,月盈则亏","images":[{"img":"https://static.tigerbbs.com/05cf70f74e7d6ed33e1c3b912b4ea704"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933480019","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":933026735,"gmtCreate":1569422048027,"gmtModify":1704719382265,"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461232460029301","authorIdStr":"3461232460029301"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933026735","repostId":"933089018","repostType":1,"repost":{"id":933089018,"gmtCreate":1569415802134,"gmtModify":1744960467325,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"title":"我与股市的故事:达里奥篇","htmlText":"我是达里奥,全球最大对冲基金桥水掌门人。40后,狮子座,美国纽约人氏。如果一句话概括我的投资生涯,大概是年少成名浴火重生。 26岁那年我创办桥水,之所以取这个名字,是因为我们的业务像“在不同的水域之间架起桥梁”。 当时我刚从学校哈佛商学院毕业2年,意气风发,很快也将迎来人生第一个小高峰。因为我成功预见80年代初墨西哥债务危机,国会甚至邀请我去听证会。 而大概7年后,我将亲见自己宴宾客起高楼,楼塌了。1982年,因为押注美国经济崩溃,我破产了。没能靠做空我的祖国大发横财,反而饱尝员工裁到只有我自己的失意苦果。 经历这次惨败,而后东山再起,我的路似乎平稳了很多。桥水从最初的500万美元资金规模,到如今1625亿美元,从最少只有1个人,到如今1700名员工。 我的一生太过丰富,我有太多想说,限于篇幅,简略说几点和你分享,希望恰好是你不知道的部分: 1我间接参与“发明”了麦乐鸡 1983年,麦当劳推出了至今大受欢迎的麦乐鸡。而此前,麦当劳其实有犹豫要不要将其上市。因为就像今年经历了猪肉价格的上涨,麦当劳担心鸡肉价格上涨,挤压它的利润率。而鸡肉生产商也不愿意以固定价格向麦当劳出售鸡肉,因为担心自己的生产成本会上升,利润受到挤压。 而刚好麦当劳和鸡肉生产商雷恩加工,都是我提供咨询服务的两家客户。 当我思考这个问题时,脑子里出现的一个念头是,从经济学角度出发,可以把一只鸡看作一部简单的机器,该机器包含一只小鸡和它的饲料。鸡肉生产商最需要担心的、波动最剧烈的成本,是饲料的成本。 我向雷恩加工展示,如何利用一种谷物期货和豆粕期货的组合锁定成本,这样一来,它就能向麦当劳提出一个固定报价。在大大降低自身价格的风险之后,麦当劳在1983年推出麦乐鸡。 2我爱对冲,期货交易开启职涯 我在大学里主修金融学,我从一位有趣的同学那里学到了很多关于很多关于大宗商品期货的知识。大宗商品对我很有吸引力,因为大宗","listText":"我是达里奥,全球最大对冲基金桥水掌门人。40后,狮子座,美国纽约人氏。如果一句话概括我的投资生涯,大概是年少成名浴火重生。 26岁那年我创办桥水,之所以取这个名字,是因为我们的业务像“在不同的水域之间架起桥梁”。 当时我刚从学校哈佛商学院毕业2年,意气风发,很快也将迎来人生第一个小高峰。因为我成功预见80年代初墨西哥债务危机,国会甚至邀请我去听证会。 而大概7年后,我将亲见自己宴宾客起高楼,楼塌了。1982年,因为押注美国经济崩溃,我破产了。没能靠做空我的祖国大发横财,反而饱尝员工裁到只有我自己的失意苦果。 经历这次惨败,而后东山再起,我的路似乎平稳了很多。桥水从最初的500万美元资金规模,到如今1625亿美元,从最少只有1个人,到如今1700名员工。 我的一生太过丰富,我有太多想说,限于篇幅,简略说几点和你分享,希望恰好是你不知道的部分: 1我间接参与“发明”了麦乐鸡 1983年,麦当劳推出了至今大受欢迎的麦乐鸡。而此前,麦当劳其实有犹豫要不要将其上市。因为就像今年经历了猪肉价格的上涨,麦当劳担心鸡肉价格上涨,挤压它的利润率。而鸡肉生产商也不愿意以固定价格向麦当劳出售鸡肉,因为担心自己的生产成本会上升,利润受到挤压。 而刚好麦当劳和鸡肉生产商雷恩加工,都是我提供咨询服务的两家客户。 当我思考这个问题时,脑子里出现的一个念头是,从经济学角度出发,可以把一只鸡看作一部简单的机器,该机器包含一只小鸡和它的饲料。鸡肉生产商最需要担心的、波动最剧烈的成本,是饲料的成本。 我向雷恩加工展示,如何利用一种谷物期货和豆粕期货的组合锁定成本,这样一来,它就能向麦当劳提出一个固定报价。在大大降低自身价格的风险之后,麦当劳在1983年推出麦乐鸡。 2我爱对冲,期货交易开启职涯 我在大学里主修金融学,我从一位有趣的同学那里学到了很多关于很多关于大宗商品期货的知识。大宗商品对我很有吸引力,因为大宗","text":"我是达里奥,全球最大对冲基金桥水掌门人。40后,狮子座,美国纽约人氏。如果一句话概括我的投资生涯,大概是年少成名浴火重生。 26岁那年我创办桥水,之所以取这个名字,是因为我们的业务像“在不同的水域之间架起桥梁”。 当时我刚从学校哈佛商学院毕业2年,意气风发,很快也将迎来人生第一个小高峰。因为我成功预见80年代初墨西哥债务危机,国会甚至邀请我去听证会。 而大概7年后,我将亲见自己宴宾客起高楼,楼塌了。1982年,因为押注美国经济崩溃,我破产了。没能靠做空我的祖国大发横财,反而饱尝员工裁到只有我自己的失意苦果。 经历这次惨败,而后东山再起,我的路似乎平稳了很多。桥水从最初的500万美元资金规模,到如今1625亿美元,从最少只有1个人,到如今1700名员工。 我的一生太过丰富,我有太多想说,限于篇幅,简略说几点和你分享,希望恰好是你不知道的部分: 1我间接参与“发明”了麦乐鸡 1983年,麦当劳推出了至今大受欢迎的麦乐鸡。而此前,麦当劳其实有犹豫要不要将其上市。因为就像今年经历了猪肉价格的上涨,麦当劳担心鸡肉价格上涨,挤压它的利润率。而鸡肉生产商也不愿意以固定价格向麦当劳出售鸡肉,因为担心自己的生产成本会上升,利润受到挤压。 而刚好麦当劳和鸡肉生产商雷恩加工,都是我提供咨询服务的两家客户。 当我思考这个问题时,脑子里出现的一个念头是,从经济学角度出发,可以把一只鸡看作一部简单的机器,该机器包含一只小鸡和它的饲料。鸡肉生产商最需要担心的、波动最剧烈的成本,是饲料的成本。 我向雷恩加工展示,如何利用一种谷物期货和豆粕期货的组合锁定成本,这样一来,它就能向麦当劳提出一个固定报价。在大大降低自身价格的风险之后,麦当劳在1983年推出麦乐鸡。 2我爱对冲,期货交易开启职涯 我在大学里主修金融学,我从一位有趣的同学那里学到了很多关于很多关于大宗商品期货的知识。大宗商品对我很有吸引力,因为大宗","images":[{"img":"https://static.tigerbbs.com/e1b020eab1662205a29b204503f577b2"},{"img":"https://static.tigerbbs.com/c01f1ce15bfcef0a52df40a4a3894520"},{"img":"https://static.tigerbbs.com/3123361beed7b56ff9d3de518674475e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933089018","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}