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2020-06-11

$苏轩堂(SXTC)$ 连续90个交易日收市低于1美元，即将面临退市

2018-03-15

$迅雷(XNET)$ 昨天晚上我就提醒大家，谨防大股东利用财报抛售，果不其然！

2018-03-30

$爱奇艺(IQ)$ 压在18元，看来申购新股的人一网打尽

2018-03-16

$迅雷(XNET)$ 作为行业类一家知名的企业，股价波动太大，是受鄙视的，是受唾弃的！不管怎样作为一家长期亏损的企业，不要想着在股票上解套而获得利益，应该踏踏实实的发展业务，开发新的盈利点。迅雷的CEO陈磊请你清楚这一点，虽然你也是个打工的，多向刘强东学习

2022-05-31

$Greenpro Capital Corp.(GRNQ)$此股小心！！！很有可能要几股合一股了

2018-03-29

$哔哩哔哩(BILI)$ 开盘就破发，简直是垃圾中的战斗机！！！

2018-03-26

$迅雷(XNET)$ 还记得发财报那晚我说的什么吗？谨防原股东减持，谨防原股东减持！

2018-03-27

$迅雷(XNET)$ 迅雷从来不跟大盘走！一定是认为超控的！

2018-03-15

$迅雷(XNET)$ 高开低走是迅雷管用的手法

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10:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周二（9月3日），美股“9月魔咒”再次应验，英伟达暴跌、主要股指全线下挫、“恐慌指数”飙升。不仅大盘股Mag 7带领标普500和纳指重挫，小盘股也没能轮动护盘，价值代表道琼斯也从高位跌落。</p><p>暴跌的导火索是隔夜公布的美国两个PMI数据，分项指数中，订单下降和库存上升被认为是全球金融危机以来最令人担忧的信号之一，同时价格指数重拾升势预示CPI反弹，传递出滞胀的隐忧。</p><p>美国投资机构Fundstrat Global Advisors联合创始人兼研究主管、华尔街著名多头Tom Lee预计，未来八周美国股市仍将持续动荡，可能回调7%至10%，但他也指出，回调将为投资者提供抄底机会。</p><p>他指出，9月一直都是美股市场一年中最弱的月份，《股市交易者年鉴》显示，自1950年以来，标普500指数在9月的平均跌幅为0.7%。</p><p>“我认为投资者在未来八周内应保持谨慎，”Tom Lee周二在接受采访时表示：“今年有八个月股市都在上涨，这的确是一个非常强劲的表现。但我们也面临着九月降息和选举等因素，这些都可能让投资者感到紧张。”</p><p style=\"text-align: start;\">他补充道：“我认为在接下来的八周内，投资者有机会买入。因此，我认为保持谨慎是好的，但要准备好在回调时买入。”他指出，周五发布的8月就业报告可能成为市场波动的一个潜在催化剂。</p><p style=\"text-align: start;\">此前令人失望的7月非农就业数据重燃了增长担忧，并导致8月5日的抛售。但这位策略师担心，8月的数据可能超出预期，这一结果可能使投资者对9月降息的预期落空。</p><p style=\"text-align: start;\">据CME“美联储观察”的最新数据，美联储9月降息25个基点的概率为69%，降息50个基点的概率为31%；到11月累计降息50个基点的概率为50%，累计降息75个基点的概率为41.5%，累计降息100个基点的概率为8.5%。</p><p style=\"text-align: start;\">Tom Lee是华尔街最早在疫情期间转为多头的分析师之一，在2022年年底时他预言标普500指数将在2023年飙升20%以上至4750点，果不其然，该指数去年出人意料的大涨，最终价位与其设定的目标点位只差三十多点。</p><p style=\"text-align: start;\">不仅如此，他对2024年美股的乐观预期也大体是正确的，标普500指数今年迄今上涨了16.57%。今年，他做出了一些大胆的短期预测，如市场将转向小盘股等。在彭博追踪的策略师中，Lee的预测是最接近的，被人戏称为“华尔街神算子”。</p><p style=\"text-align: justify;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182084217","content_text":"本周二（9月3日），美股“9月魔咒”再次应验，英伟达暴跌、主要股指全线下挫、“恐慌指数”飙升。不仅大盘股Mag 7带领标普500和纳指重挫，小盘股也没能轮动护盘，价值代表道琼斯也从高位跌落。暴跌的导火索是隔夜公布的美国两个PMI数据，分项指数中，订单下降和库存上升被认为是全球金融危机以来最令人担忧的信号之一，同时价格指数重拾升势预示CPI反弹，传递出滞胀的隐忧。美国投资机构Fundstrat Global Advisors联合创始人兼研究主管、华尔街著名多头Tom Lee预计，未来八周美国股市仍将持续动荡，可能回调7%至10%，但他也指出，回调将为投资者提供抄底机会。他指出，9月一直都是美股市场一年中最弱的月份，《股市交易者年鉴》显示，自1950年以来，标普500指数在9月的平均跌幅为0.7%。“我认为投资者在未来八周内应保持谨慎，”Tom Lee周二在接受采访时表示：“今年有八个月股市都在上涨，这的确是一个非常强劲的表现。但我们也面临着九月降息和选举等因素，这些都可能让投资者感到紧张。”他补充道：“我认为在接下来的八周内，投资者有机会买入。因此，我认为保持谨慎是好的，但要准备好在回调时买入。”他指出，周五发布的8月就业报告可能成为市场波动的一个潜在催化剂。此前令人失望的7月非农就业数据重燃了增长担忧，并导致8月5日的抛售。但这位策略师担心，8月的数据可能超出预期，这一结果可能使投资者对9月降息的预期落空。据CME“美联储观察”的最新数据，美联储9月降息25个基点的概率为69%，降息50个基点的概率为31%；到11月累计降息50个基点的概率为50%，累计降息75个基点的概率为41.5%，累计降息100个基点的概率为8.5%。Tom 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10:01","market":"hk","language":"zh","title":"小米汽车：完成第10000辆小米SU7的交付","url":"https://stock-news.laohu8.com/highlight/detail?id=1141133182","media":"老虎资讯综合","summary":"5月15日，小米汽车官微发文称：刚刚，我们完成了第10000辆小米SU7的交付。从4月3日起的第43天，我们又跨过了一个小小的里程碑。“上市即交付，交付即上量”，感谢有你，我们做到了！我们还在持续努力提升产能，保证完成今年10万台交付目标。 ","content":"<html><head></head><body><p>5月15日，小米汽车在官方微博发文称，刚刚完成了第10000辆小米SU7的交付。雷军也在微博表示，正继续扩充产能，确保今年交付10万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fec9e71f238a5a2399ed668d1acfb00\" title=\"\" tg-width=\"690\" tg-height=\"920\"/></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>小米汽车：完成第10000辆小米SU7的交付</title>\n<style 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10:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月15日，小米汽车在官方微博发文称，刚刚完成了第10000辆小米SU7的交付。雷军也在微博表示，正继续扩充产能，确保今年交付10万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fec9e71f238a5a2399ed668d1acfb00\" title=\"\" tg-width=\"690\" tg-height=\"920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95845111a30c7443c4d4cd6a0e34c6d1","relate_stocks":{"81810":"小米集团-WR","BK1589":"北水核心资产","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","01810":"小米集团-W","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1506":"5G概念","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1502":"双十一","XIACY":"小米集团ADR","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1575":"同股不同权","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1607":"新IT概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141133182","content_text":"5月15日，小米汽车在官方微博发文称，刚刚完成了第10000辆小米SU7的交付。雷军也在微博表示，正继续扩充产能，确保今年交付10万台。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":0.9,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":250970749837608,"gmtCreate":1702280240169,"gmtModify":1702280241677,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"10年搞出两台？","listText":"10年搞出两台？","text":"10年搞出两台？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250970749837608","repostId":"1158255702","repostType":4,"repost":{"id":"1158255702","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":1702050505,"share":"https://www.laohu8.com/m/news/1158255702?lang=zh_CN&edition=full","pubTime":"2023-12-08 23:48","market":"us","language":"zh","title":"法拉第未来盘中大涨近30%，将向豪车运营商交付车辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1158255702","media":"老虎资讯综合","summary":"法拉第未来宣布将交付两辆FF 91 2.0 Futurist Alliance。","content":"<html><head></head><body><p>周五，法拉第未来股价拉升，截至发稿涨幅近30%。消息面上，法拉第未来宣布将交付两辆FF 91 2.0 Futurist Alliance。其中一辆将于明天交付给一名FF员工，<strong>另一辆计划于下周交付给Motev，一家在南加州运营着豪华车队的可持续豪华运输服务领导者。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f59fabbe5d8b9c9d7619a0e450368eb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息称Motev正采购一辆 FF 91 2.0 Futurist Alliance，用于VIP专车运营。这将是FF为其南加州用户提供超豪华电动汽车。</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\" 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23:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，法拉第未来股价拉升，截至发稿涨幅近30%。消息面上，法拉第未来宣布将交付两辆FF 91 2.0 Futurist Alliance。其中一辆将于明天交付给一名FF员工，<strong>另一辆计划于下周交付给Motev，一家在南加州运营着豪华车队的可持续豪华运输服务领导者。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f59fabbe5d8b9c9d7619a0e450368eb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息称Motev正采购一辆 FF 91 2.0 Futurist Alliance，用于VIP专车运营。这将是FF为其南加州用户提供超豪华电动汽车。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158255702","content_text":"周五，法拉第未来股价拉升，截至发稿涨幅近30%。消息面上，法拉第未来宣布将交付两辆FF 91 2.0 Futurist Alliance。其中一辆将于明天交付给一名FF员工，另一辆计划于下周交付给Motev，一家在南加州运营着豪华车队的可持续豪华运输服务领导者。消息称Motev正采购一辆 FF 91 2.0 Futurist Alliance，用于VIP专车运营。这将是FF为其南加州用户提供超豪华电动汽车。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":3470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224493007962216,"gmtCreate":1695815863390,"gmtModify":1695815864533,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>已经被掏空","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>已经被掏空","text":"$Faraday Future(FFIE)$ 已经被掏空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224493007962216","isVote":1,"tweetType":1,"viewCount":2967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222323244826840,"gmtCreate":1695294537670,"gmtModify":1695294538747,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SVMB\">$Savmobi Technology, Inc.(SVMB)$&nbsp;</a>一夜之间跌了98%，你是怎么做到的？","listText":"<a href=\"https://laohu8.com/S/SVMB\">$Savmobi Technology, Inc.(SVMB)$&nbsp;</a>一夜之间跌了98%，你是怎么做到的？","text":"$Savmobi Technology, Inc.(SVMB)$ 一夜之间跌了98%，你是怎么做到的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222323244826840","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221898163757144,"gmtCreate":1695196092344,"gmtModify":1695196674918,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"80股合1股，那就是垃圾中的战斗机！欧耶","listText":"80股合1股，那就是垃圾中的战斗机！欧耶","text":"80股合1股，那就是垃圾中的战斗机！欧耶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221898163757144","repostId":"2368150191","repostType":4,"repost":{"id":"2368150191","kind":"highlight","pubTimestamp":1695192519,"share":"https://www.laohu8.com/m/news/2368150191?lang=zh_CN&edition=full","pubTime":"2023-09-20 14:48","market":"us","language":"zh","title":"FF收到SEC合规通知，贾跃亭：一旦资金引入产能会加速爬坡","url":"https://stock-news.laohu8.com/highlight/detail?id=2368150191","media":"雷递网","summary":"FF称，公司经营基本面的积极变化。","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/7019d6a556c1326681b04ff1ce02c69e\" alt=\"\"/>作者：乐天</p><p>电动汽车<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>（纳斯达克：FFIE、“FF”）今天宣布，FF的最新车主兼开发者共创官之一Kelvin Sherman正式接收了他的FF 91 2.0 Futurist Alliance。</p><p>此外，FF上周收到了来自纳斯达克的通知，称公司在将近一年后满足了纳斯达克的最低股价要求。公司认为重获纳斯达克合规印证了FF致力于股东利益最大化的承诺。</p><p><img src=\"https://static.tigerbbs.com/f0f0f896b979af42d6708a2b69b9ed5a\" alt=\"\"/>FF称，公司经营基本面的积极变化。然而，持续的资金不足已导致产能提升的延迟，交付进展缓慢也远远不符合公司预期的市场需求。</p><p>FF创始人贾跃亭说，由于资金短缺，我们产能缓慢爬坡，交车进度缓慢，远远满足不了市场需求。</p><p>“不过，FF已经形成完整经营闭环并进入营收阶段，一旦资金引入，效果会立竿见影，产能爬坡加速、销量快速增长，有望实现公司价值快速恢复和提升。”</p><p><strong>贾跃亭在在FF“919开发者AI共创节”上的演讲</strong></p><p>全球Futurists大家好，欢迎大家来到FF “919 开发者AI共创节”。 很高兴看到在早先进行的“Futurist Spire Club” Salon上，FF共创官们之间产生了很好的化学反应。</p><p>现在，我首先向想大家宣布一个好消息，在经历长达近一年后，FF上周四正式收到了Nasdaq合规通知，这体现了我们对股东利益最大化的承诺与践行。今年8月，公司完成了成立9年来挑战最大的两个里程碑：在美国量产交车前所有合规程序和并从供应链收到了所有交付必须的零部件，并开始向用户交车，我们认为这是公司基本面向好的重要标志。但是，由于资金短缺，我们产能缓慢爬坡，交车进度缓慢，远远满足不了市场需求。</p><p>不过 FF已经形成完整经营闭环并进入营收阶段，一旦资金引入，效果会立竿见影，产能爬坡加速、销量快速增长，有望实现公司价值快速恢复和提升。</p><p>因此，虽然从静态或片面角度看，公司依然困难重重，但从全局动态来看，恰恰相反，公司可能正处于历史最好和机遇最大的时期。</p><p>第二，我们刚刚见证了好莱坞明星经纪人Kelvin Sherman的交付共创日活动，Kelvin作为包括Travis Scott、Kendall和Justin Biber在内众多巨星的合作经纪人，以及FF车主与开发者共创官，将和我们一起深耕美国音乐演艺界和FF 91 2.0的共创化反， 正如Kelvin在共创时经常描述的场景，车内是人们消费音乐的主要场景，我们将一起共创开发互联网出行音乐厅、Live house、直播间和办公室，打造沉浸式的最好的车内音乐鉴赏空间，让歌星随时随地链接社交媒体与粉丝直播互动，也为经纪人提供在线移动办公室。 FF 91 2.0独有的“3rd aiSpace” 将为顶级音乐人和演艺明星提供前所未有专属车内在线视听、直播和社交空间。</p><p>第三， 全AI是我们技术架构的灵魂，实现独创的”通用AI+个性化AI +1-on-1高定私人AI” 三重聚变。 我们独创的1-on-1高定私人AI代表了极智科技顶奢的技术与品牌，，通过其独有的AI 算法打造“All-Ability aiHypercar”的FF aiDriving，aiParking和aiRacing功能，为用户赋能，实现时间效率和时间价值的硅基奢华。</p><p>在下个月举行的“FF开发者赛道共创日”上，我们将展示FF aiRacing相关的颠覆性AI如何征服赛道，为“FF All-Hyper全球赛道征服者计划”注入智慧。</p><p>开发者们如何参与共创和共享？通过FF App社区共创板块，或者通过车上的my co-creation，也可以线下通过论坛和主题项目实验室深度参与，所有开发者所共创的价值都会共享到相应的收益。</p><p>在稍后的“开发者AI共创”研讨环节，我们的专家和开发者共创官们将为大家详细介绍FF AI战略和开发者共创最新进展。</p><p>第四，正如我们共创共享商业理念一样，以全AI为灵魂的“FF aiHyper 6x4 Architecture 2.0”每天都在自 进化、自成长，我们将会通过开发者共创和OTA形式持续不断的升级迭代我们的技术与产品，也呼吁更多的未来主义者加入到FF 开发者共创计划中，持续推动塔尖出行产业向全AI的进化。</p><p>5月底，我们在FF App和FF.com 上发起了针对FFIE股票代码更新为FFAI的在线调查，截止于今天，绝大多数的股东支持更名为FFAI，公司将会继续研究并尽快公布相关结果。</p><p>最后，我要隆重宣布一个新的里程碑事件，我们的车主和开发者共创官群体迎来全球首位FF女性塔尖用户，Emma Hernan。</p><p>Emma是美国知名创业家和炙手可热的“Selling Sunset”超级女主角，她的加入将为FF 91 2.0和我们的塔尖用户尤其是塔尖女性用户带来独特的产品共创价值。欢迎Emma加入Futurists大家庭。</p></body></html>","source":"leinews_highlight","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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Alliance。此外，FF上周收到了来自纳斯达克的通知，称公司在将近一年后满足了纳斯达克的最低股价要求。公司认为重获纳斯达克合规印证了FF致力于股东利益最大化的承诺。FF称，公司经营基本面的积极变化...</p>\n\n<a href=\"https://www.leinews.com/n24624/detail.html\">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/f9b7ffd72eac63125023b9b3bbd8635a","relate_stocks":{},"source_url":"https://www.leinews.com/n24624/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368150191","content_text":"作者：乐天电动汽车Faraday Future（纳斯达克：FFIE、“FF”）今天宣布，FF的最新车主兼开发者共创官之一Kelvin Sherman正式接收了他的FF 91 2.0 Futurist Alliance。此外，FF上周收到了来自纳斯达克的通知，称公司在将近一年后满足了纳斯达克的最低股价要求。公司认为重获纳斯达克合规印证了FF致力于股东利益最大化的承诺。FF称，公司经营基本面的积极变化。然而，持续的资金不足已导致产能提升的延迟，交付进展缓慢也远远不符合公司预期的市场需求。FF创始人贾跃亭说，由于资金短缺，我们产能缓慢爬坡，交车进度缓慢，远远满足不了市场需求。“不过，FF已经形成完整经营闭环并进入营收阶段，一旦资金引入，效果会立竿见影，产能爬坡加速、销量快速增长，有望实现公司价值快速恢复和提升。”贾跃亭在在FF“919开发者AI共创节”上的演讲全球Futurists大家好，欢迎大家来到FF “919 开发者AI共创节”。 很高兴看到在早先进行的“Futurist Spire Club” Salon上，FF共创官们之间产生了很好的化学反应。现在，我首先向想大家宣布一个好消息，在经历长达近一年后，FF上周四正式收到了Nasdaq合规通知，这体现了我们对股东利益最大化的承诺与践行。今年8月，公司完成了成立9年来挑战最大的两个里程碑：在美国量产交车前所有合规程序和并从供应链收到了所有交付必须的零部件，并开始向用户交车，我们认为这是公司基本面向好的重要标志。但是，由于资金短缺，我们产能缓慢爬坡，交车进度缓慢，远远满足不了市场需求。不过 FF已经形成完整经营闭环并进入营收阶段，一旦资金引入，效果会立竿见影，产能爬坡加速、销量快速增长，有望实现公司价值快速恢复和提升。因此，虽然从静态或片面角度看，公司依然困难重重，但从全局动态来看，恰恰相反，公司可能正处于历史最好和机遇最大的时期。第二，我们刚刚见证了好莱坞明星经纪人Kelvin Sherman的交付共创日活动，Kelvin作为包括Travis Scott、Kendall和Justin Biber在内众多巨星的合作经纪人，以及FF车主与开发者共创官，将和我们一起深耕美国音乐演艺界和FF 91 2.0的共创化反， 正如Kelvin在共创时经常描述的场景，车内是人们消费音乐的主要场景，我们将一起共创开发互联网出行音乐厅、Live house、直播间和办公室，打造沉浸式的最好的车内音乐鉴赏空间，让歌星随时随地链接社交媒体与粉丝直播互动，也为经纪人提供在线移动办公室。 FF 91 2.0独有的“3rd aiSpace” 将为顶级音乐人和演艺明星提供前所未有专属车内在线视听、直播和社交空间。第三， 全AI是我们技术架构的灵魂，实现独创的”通用AI+个性化AI +1-on-1高定私人AI” 三重聚变。 我们独创的1-on-1高定私人AI代表了极智科技顶奢的技术与品牌，，通过其独有的AI 算法打造“All-Ability aiHypercar”的FF aiDriving，aiParking和aiRacing功能，为用户赋能，实现时间效率和时间价值的硅基奢华。在下个月举行的“FF开发者赛道共创日”上，我们将展示FF aiRacing相关的颠覆性AI如何征服赛道，为“FF All-Hyper全球赛道征服者计划”注入智慧。开发者们如何参与共创和共享？通过FF App社区共创板块，或者通过车上的my co-creation，也可以线下通过论坛和主题项目实验室深度参与，所有开发者所共创的价值都会共享到相应的收益。在稍后的“开发者AI共创”研讨环节，我们的专家和开发者共创官们将为大家详细介绍FF AI战略和开发者共创最新进展。第四，正如我们共创共享商业理念一样，以全AI为灵魂的“FF aiHyper 6x4 Architecture 2.0”每天都在自 进化、自成长，我们将会通过开发者共创和OTA形式持续不断的升级迭代我们的技术与产品，也呼吁更多的未来主义者加入到FF 开发者共创计划中，持续推动塔尖出行产业向全AI的进化。5月底，我们在FF App和FF.com 上发起了针对FFIE股票代码更新为FFAI的在线调查，截止于今天，绝大多数的股东支持更名为FFAI，公司将会继续研究并尽快公布相关结果。最后，我要隆重宣布一个新的里程碑事件，我们的车主和开发者共创官群体迎来全球首位FF女性塔尖用户，Emma Hernan。Emma是美国知名创业家和炙手可热的“Selling Sunset”超级女主角，她的加入将为FF 91 2.0和我们的塔尖用户尤其是塔尖女性用户带来独特的产品共创价值。欢迎Emma加入Futurists大家庭。","news_type":1,"symbols_score_info":{"FFIE":1}},"isVote":1,"tweetType":1,"viewCount":3299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650493671,"gmtCreate":1679410827893,"gmtModify":1679410829918,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"我大中国来炒底","listText":"我大中国来炒底","text":"我大中国来炒底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650493671","repostId":"1140738405","repostType":4,"repost":{"id":"1140738405","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":1679403038,"share":"https://www.laohu8.com/m/news/1140738405?lang=zh_CN&edition=full","pubTime":"2023-03-21 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/>\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>亏损75亿瑞典克朗！瑞典养老基金Alecta出售第一共和银行的全部股权</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{ 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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\">2023-03-21 20:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>瑞典养老基金Alecta已经出售了第一共和银行的全部股权，Alecta表示对该行的投资亏损为75亿瑞典克朗。（彭博）<img src=\"https://static.tigerbbs.com/f90c27fb9541bb0c2ca6d41036ce7126\" tg-width=\"1412\" tg-height=\"854\" referrerpolicy=\"no-referrer\"/>瑞典最大养老基金Alecta的首席执行官Magnus Billing表示，已经全数出售了美国第一信托银行的股权，亏损75亿瑞典克朗（7.28亿美元）。</p><p>“这家银行未来的不确定性太大了，部分原因在于，该行已被调降至垃圾级，”Billing在电邮评论中称。此前媒体获得了Alecta致瑞典金融监管局（FSA）的书面回应副本。</p><p>在该文件中，Alecta称，在“3月15日出售前”，对第一信托银行的总投资资本为97亿瑞典克朗。Alecta自2019年开始买入该行股份，是其第五大股东。</p><p>金融监管机构之前要求这家为260万瑞典人管理养老金的公司解释，其何以以及为何将大约218亿瑞典克朗的资金投资于与硅谷银行倒闭有关联的三家美国小众银行。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140738405","content_text":"瑞典养老基金Alecta已经出售了第一共和银行的全部股权，Alecta表示对该行的投资亏损为75亿瑞典克朗。（彭博）瑞典最大养老基金Alecta的首席执行官Magnus Billing表示，已经全数出售了美国第一信托银行的股权，亏损75亿瑞典克朗（7.28亿美元）。“这家银行未来的不确定性太大了，部分原因在于，该行已被调降至垃圾级，”Billing在电邮评论中称。此前媒体获得了Alecta致瑞典金融监管局（FSA）的书面回应副本。在该文件中，Alecta称，在“3月15日出售前”，对第一信托银行的总投资资本为97亿瑞典克朗。Alecta自2019年开始买入该行股份，是其第五大股东。金融监管机构之前要求这家为260万瑞典人管理养老金的公司解释，其何以以及为何将大约218亿瑞典克朗的资金投资于与硅谷银行倒闭有关联的三家美国小众银行。","news_type":1,"symbols_score_info":{"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":3037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623797392,"gmtCreate":1671667994316,"gmtModify":1671667995945,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"贾骗子才是真骗子","listText":"贾骗子才是真骗子","text":"贾骗子才是真骗子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623797392","repostId":"1145498916","repostType":2,"repost":{"id":"1145498916","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":1671181518,"share":"https://www.laohu8.com/m/news/1145498916?lang=zh_CN&edition=full","pubTime":"2022-12-16 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href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>别急，又是一日游","listText":"<a href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>别急，又是一日游","text":"$Greenpro Capital Corp.(GRNQ)$别急，又是一日游","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685678005","isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617921322,"gmtCreate":1654009789367,"gmtModify":1704858557865,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>此股小心！！！很有可能要几股合一股了","listText":"<a href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>此股小心！！！很有可能要几股合一股了","text":"$Greenpro Capital Corp.(GRNQ)$此股小心！！！很有可能要几股合一股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/617921322","isVote":1,"tweetType":1,"viewCount":6085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611641330,"gmtCreate":1650467829225,"gmtModify":1650467874168,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>一美元退市，上市公司的股票如果每股价格不足一美元，被警告的公司如果在警告发出的90天里，仍然不能采取相应的措施进行自救以改变其股价，将被宣布停止股票交易。在2011年中国赴美上市的概念股中，已经有多家遭到了海外资本无情的猎杀。","listText":"<a href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>一美元退市，上市公司的股票如果每股价格不足一美元，被警告的公司如果在警告发出的90天里，仍然不能采取相应的措施进行自救以改变其股价，将被宣布停止股票交易。在2011年中国赴美上市的概念股中，已经有多家遭到了海外资本无情的猎杀。","text":"$Greenpro Capital Corp.(GRNQ)$一美元退市，上市公司的股票如果每股价格不足一美元，被警告的公司如果在警告发出的90天里，仍然不能采取相应的措施进行自救以改变其股价，将被宣布停止股票交易。在2011年中国赴美上市的概念股中，已经有多家遭到了海外资本无情的猎杀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611641330","isVote":1,"tweetType":1,"viewCount":5011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611643617,"gmtCreate":1650467593150,"gmtModify":1650467593150,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>这是要退市的节奏吗？连续几个月股价低于1美元了！","listText":"<a href=\"https://laohu8.com/S/GRNQ\">$Greenpro Capital Corp.(GRNQ)$</a>这是要退市的节奏吗？连续几个月股价低于1美元了！","text":"$Greenpro Capital Corp.(GRNQ)$这是要退市的节奏吗？连续几个月股价低于1美元了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611643617","isVote":1,"tweetType":1,"viewCount":2808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834559809,"gmtCreate":1629814970001,"gmtModify":1629814970001,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"这次是在新东方上栽了跟斗","listText":"这次是在新东方上栽了跟斗","text":"这次是在新东方上栽了跟斗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834559809","repostId":"1148784220","repostType":2,"repost":{"id":"1148784220","kind":"news","pubTimestamp":1629426691,"share":"https://www.laohu8.com/m/news/1148784220?lang=zh_CN&edition=full","pubTime":"2021-08-20 10:31","market":"hk","language":"zh","title":"头号主权基金重仓中国！1500亿瞄准十只“大票”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148784220","media":"资事堂","summary":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资","content":"<p>全球最大主权基金“重仓中国”的线索曝光。</p>\n<p>截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。</p>\n<p>这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。</p>\n<p>这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。</p>\n<p>值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。</p>\n<p><b>01、“直投+委外”瞄准中国股票</b></p>\n<p>按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。</p>\n<p>挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。</p>\n<p>这足以看出挪威养老金对中国股票增长潜力的判断。</p>\n<p>资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。</p>\n<p>2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。</p>\n<p>另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。</p>\n<p>资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。</p>\n<p>挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。</p>\n<p><b>02、十大重仓股近1500亿元</b></p>\n<p>综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。</p>\n<p>十大重仓股依次为：<a href=\"https://laohu8.com/S/TSM\">台积电</a>（79.4亿美元）、<a href=\"https://laohu8.com/S/00700\">腾讯</a>（59.8亿美元）、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（54.6亿美元）、<a href=\"https://laohu8.com/S/JD\">京东</a>（6.8亿美元）、<a href=\"https://laohu8.com/S/BIDU\">百度</a>（4.6亿美元）、<a href=\"https://laohu8.com/S/NTES\">网易</a>（4.2亿美元）、<a href=\"https://laohu8.com/S/TAL\">好未来</a>（3.4亿美元）、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>（3.2亿美元）、<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育（2.6亿美元）、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>（2.1亿美元）。</p>\n<p>除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。</p>\n<p>其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。</p>\n<p>此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。</p>\n<p><b>03、“下沉”选股</b></p>\n<p>资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。</p>\n<p><img src=\"https://static.tigerbbs.com/676739b976610d67b00eb264139845c3\" tg-width=\"419\" tg-height=\"930\" referrerpolicy=\"no-referrer\"></p>\n<p>以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，<b>还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。</b></p>\n<p>比如：今年中国本土机构大手笔炒作新能源汽车，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。</p>\n<p>与众不同的是，挪威养老金持有二手车平台公司——<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>。</p>\n<p>又如：挪威养老金非常看好中国社交服务平台，包括<a href=\"https://laohu8.com/S/WUBA\">58同城</a>（提供租房、二手车、家政等服务）、<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>（基于地理位置的陌生人社交工具）、<a href=\"https://laohu8.com/S/WB\">微博</a>、欢聚时代（社交媒体平台）、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>（移动聚合内容自媒体）、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>（游戏赛事直播平台）。</p>\n<p>再如：看好普惠金融科技平台，包括<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>、<a href=\"https://laohu8.com/S/QD\">趣店</a>、<a href=\"https://laohu8.com/S/FINV\">信也科技</a>、<a href=\"https://laohu8.com/S/XYF\">小赢科技</a>。</p>\n<p>值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、<a href=\"https://laohu8.com/S/LX\">乐信</a>集团（新型消费服务平台）、<a href=\"https://laohu8.com/S/CISG\">泛华保险</a>（第三方O2O保险代理服务平台，提供财险寿险等服务）。</p>","source":"lsy1568174316590","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>头号主权基金重仓中国！1500亿瞄准十只“大票”</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头号主权基金重仓中国！1500亿瞄准十只“大票”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg\">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/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"EDU":"新东方","PDD":"拼多多","JD":"京东","ZTO":"中通快递","NTES":"网易","TSM":"台积电","BIDU":"百度","TAL":"好未来","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148784220","content_text":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n01、“直投+委外”瞄准中国股票\n按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。\n挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。\n这足以看出挪威养老金对中国股票增长潜力的判断。\n资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。\n2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。\n另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。\n资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。\n挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。\n02、十大重仓股近1500亿元\n综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。\n十大重仓股依次为：台积电（79.4亿美元）、腾讯（59.8亿美元）、阿里巴巴（54.6亿美元）、京东（6.8亿美元）、百度（4.6亿美元）、网易（4.2亿美元）、好未来（3.4亿美元）、拼多多（3.2亿美元）、新东方教育（2.6亿美元）、中通快递（2.1亿美元）。\n除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。\n其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。\n此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。\n03、“下沉”选股\n资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。\n\n以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。\n比如：今年中国本土机构大手笔炒作新能源汽车，蔚来汽车、小鹏汽车、理想汽车属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。\n与众不同的是，挪威养老金持有二手车平台公司——汽车之家。\n又如：挪威养老金非常看好中国社交服务平台，包括58同城（提供租房、二手车、家政等服务）、陌陌（基于地理位置的陌生人社交工具）、微博、欢聚时代（社交媒体平台）、趣头条（移动聚合内容自媒体）、斗鱼（游戏赛事直播平台）。\n再如：看好普惠金融科技平台，包括金融壹账通、趣店、信也科技、小赢科技。\n值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、乐信集团（新型消费服务平台）、泛华保险（第三方O2O保险代理服务平台，提供财险寿险等服务）。","news_type":1,"symbols_score_info":{"NTES":0.9,"EDU":0.9,"TAL":0.9,"TSM":0.9,"BABA":0.9,"BIDU":0.9,"PDD":0.9,"ZTO":0.9,"00700":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957689470,"gmtCreate":1593423008690,"gmtModify":1704201877962,"author":{"id":"3472946487373313","authorId":"3472946487373313","name":"桥shui","avatar":"https://static.tigerbbs.com/d2fc3bca536d711ca3fbcc6f5db145db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472946487373313","idStr":"3472946487373313"},"themes":[],"htmlText":"$金凰珠宝(KGJI)$ 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