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张胜东
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IP属地:江苏
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张胜东
2022-08-12
~~不错~~
张胜东
2022-06-14
盖楼送祝福人人为我我为人人
@小虎活动:【老虎八周年】盖楼送祝福,人人有奖!
张胜东
2022-02-05
$顺丰同城(09699)$
已经亏到没边了…
张胜东
2021-10-03
他是一个好人~~真正的投资者是价值投资吧
@话题虎:【7日打卡】经典重温:百年老店Baillie Gifford如何践行长期主义?
张胜东
2021-08-22
买
抱歉,原内容已删除
张胜东
2021-08-22
好
抱歉,原内容已删除
张胜东
2021-08-22
好
抱歉,原内容已删除
张胜东
2021-05-25
反正不是我
抱歉,原内容已删除
张胜东
2021-05-25
不错
京东物流传场外暗盘升59%
张胜东
2021-05-25
赞
抱歉,原内容已删除
张胜东
2021-05-22
一路走好
抱歉,原内容已删除
张胜东
2021-03-06
基金之后走势如何?
张胜东
2021-03-05
小米最近怎么看?
张胜东
2020-12-30
国药怎么样?
张胜东
2020-12-23
好~
抱歉,原内容已删除
张胜东
2020-12-22
复星医药怎么样?
张胜东
2020-12-21
不错
抱歉,原内容已删除
张胜东
2020-11-07
这篇文章不错,转发给大家看
@FinMelon:浅析蚂蚁是如何缔造2.1万亿的金融帝国
张胜东
2020-10-31
这篇文章不错,转发给大家看
@美股解毒师:蚂蚁金服4000亿美金的估值从何而来?
张胜东
2020-10-31
这篇文章不错,转发给大家看
@MidasMike:知行合一:Baillie Gifford如何实现长期主义
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"老虎今年8岁了,感谢各位虎友一直以来的陪伴。在过去的8年时间,我们从美股出发,把交易不断扩充到港股、英股、星股、澳股、期权期货市场,还推出了闲钱管家、基金超市等产品,一步步实现“一个账户,投资全球”的目标。8年时间,我们从中国走向世界,自两年前实施国际化战略以来,目前超过80%的新融资账户来自国际市场。在新加坡,我们注册人数占据当地20-70岁人口的20%,今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友,我们将会在接下来的一周,每天揭晓一重惊喜好礼,此外我们将会在明天上线一个超级大的福利活动,与虎友们一起开启时光机,瓜分百万豪礼!诚邀虎友们跟小虎一起嗨起来,参与小虎生日大趴。come on!好了,先来揭晓一下今天的小惊喜,小虎君想邀请广大虎友参与盖楼送祝福活动,给投资带来好运,凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福,即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币; 除此之外,我们还会给每位踩中楼层数有8的虎友送出100虎币(严禁连续回帖≥3层); 评论区@你的好友一起参加活动可以获得10虎币(上限100虎币)。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃,一旦发现将取消参赛资格; 禁止发布黄色,暴力,涉毒等不良违法图片及相关文字; 活动最终解释权归老虎社区所有。$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/d23d150f1e0aeb4f061bf41331ac4bf4","width":"750","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680500740","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633641330,"gmtCreate":1644036504856,"gmtModify":1644036504856,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a>已经亏到没边了…","listText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a>已经亏到没边了…","text":"$顺丰同城(09699)$已经亏到没边了…","images":[{"img":"https://static.tigerbbs.com/feae3524557e97fc03512093a7475389","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633641330","isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867173788,"gmtCreate":1633231423158,"gmtModify":1633231423158,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"他是一个好人~~真正的投资者是价值投资吧","listText":"他是一个好人~~真正的投资者是价值投资吧","text":"他是一个好人~~真正的投资者是价值投资吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867173788","repostId":"867161919","repostType":1,"repost":{"id":867161919,"gmtCreate":1633227232927,"gmtModify":1633676166039,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"【7日打卡】经典重温:百年老店Baillie Gifford如何践行长期主义?","htmlText":"Morning~大家早~ _(:з」∠)_ 【7日打卡计划】连续7天在小话的帖子按要求回复任务的虎友将获得老虎月球灯或等值奖品!每日精彩评论也将获得虎币! 今天小话带大家回顾骨灰级老牌投资基金 Baillie Gifford(柏基)的投资圣经。 在全球投资界,Baillie Gifford是一个传奇般的存在。 它最广为人知的是重仓特斯拉七年获利千亿。其实,在众多世界级伟大企业的机构股东名单中,都有Baillie Gifford的身影: 它是全球基因测序巨头Illumina,以及被誉为是拉美版eBay的电商平台MercadoLibre的第一大股东; 是流媒体音乐服务平台Spotify的第二大机构股东; 也是Google、Facebook、英伟达等著名上市公司的重要机构股; 也颇为热衷,近年先后投资了网易、腾讯、中国平安、阿里巴巴、京东、美团、拼多多、字节跳动等诸多中国一流企业。 Billie Gifford于1908年在苏格兰爱丁堡成立,目前资产管理规模约3000亿美元。 詹姆斯·安德森(James Anderson) Baillie Gifford合伙人之一 还不不了解虎友,点击下面两个文章立即认知Billie Gifford 【<a href=\"https://laohu8.com/NW/1115182751\" target=\"_blank\">经典重温】知行合一:Baillie Gifford如何实现长期主义</a> <a href=\"https://laohu8.com/NW/1175661282\" target=\"_blank\">【经典重温】Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿</a> 那么,Baillie Gifford是如何做投资的?如何有效地构建起行之有效的长线投资体系?","listText":"Morning~大家早~ _(:з」∠)_ 【7日打卡计划】连续7天在小话的帖子按要求回复任务的虎友将获得老虎月球灯或等值奖品!每日精彩评论也将获得虎币! 今天小话带大家回顾骨灰级老牌投资基金 Baillie Gifford(柏基)的投资圣经。 在全球投资界,Baillie Gifford是一个传奇般的存在。 它最广为人知的是重仓特斯拉七年获利千亿。其实,在众多世界级伟大企业的机构股东名单中,都有Baillie Gifford的身影: 它是全球基因测序巨头Illumina,以及被誉为是拉美版eBay的电商平台MercadoLibre的第一大股东; 是流媒体音乐服务平台Spotify的第二大机构股东; 也是Google、Facebook、英伟达等著名上市公司的重要机构股; 也颇为热衷,近年先后投资了网易、腾讯、中国平安、阿里巴巴、京东、美团、拼多多、字节跳动等诸多中国一流企业。 Billie Gifford于1908年在苏格兰爱丁堡成立,目前资产管理规模约3000亿美元。 詹姆斯·安德森(James Anderson) Baillie Gifford合伙人之一 还不不了解虎友,点击下面两个文章立即认知Billie Gifford 【<a href=\"https://laohu8.com/NW/1115182751\" target=\"_blank\">经典重温】知行合一:Baillie Gifford如何实现长期主义</a> <a href=\"https://laohu8.com/NW/1175661282\" target=\"_blank\">【经典重温】Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿</a> 那么,Baillie Gifford是如何做投资的?如何有效地构建起行之有效的长线投资体系?","text":"Morning~大家早~ _(:з」∠)_ 【7日打卡计划】连续7天在小话的帖子按要求回复任务的虎友将获得老虎月球灯或等值奖品!每日精彩评论也将获得虎币! 今天小话带大家回顾骨灰级老牌投资基金 Baillie Gifford(柏基)的投资圣经。 在全球投资界,Baillie Gifford是一个传奇般的存在。 它最广为人知的是重仓特斯拉七年获利千亿。其实,在众多世界级伟大企业的机构股东名单中,都有Baillie Gifford的身影: 它是全球基因测序巨头Illumina,以及被誉为是拉美版eBay的电商平台MercadoLibre的第一大股东; 是流媒体音乐服务平台Spotify的第二大机构股东; 也是Google、Facebook、英伟达等著名上市公司的重要机构股; 也颇为热衷,近年先后投资了网易、腾讯、中国平安、阿里巴巴、京东、美团、拼多多、字节跳动等诸多中国一流企业。 Billie Gifford于1908年在苏格兰爱丁堡成立,目前资产管理规模约3000亿美元。 詹姆斯·安德森(James Anderson) Baillie Gifford合伙人之一 还不不了解虎友,点击下面两个文章立即认知Billie Gifford 【经典重温】知行合一:Baillie Gifford如何实现长期主义 【经典重温】Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿 那么,Baillie Gifford是如何做投资的?如何有效地构建起行之有效的长线投资体系?","images":[{"img":"https://static.tigerbbs.com/730b1b803ca10e0dbadefefee0b68595","width":"640","height":"360"},{"img":"https://static.tigerbbs.com/d3560b4214ad136331a6f3e4596c18ad","width":"2816","height":"1168"},{"img":"https://static.tigerbbs.com/3031ce4b68a4599c5aced20f137f2c34","width":"958","height":"778"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867161919","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832125605,"gmtCreate":1629599806407,"gmtModify":1629599806407,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"买","listText":"买","text":"买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832125605","repostId":"1139166296","repostType":2,"isVote":1,"tweetType":1,"viewCount":4097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832126807,"gmtCreate":1629599702609,"gmtModify":1629599702609,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"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/832126807","repostId":"2160799153","repostType":2,"isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832120226,"gmtCreate":1629599347965,"gmtModify":1629599347965,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"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/832120226","repostId":"2161829744","repostType":2,"isVote":1,"tweetType":1,"viewCount":3588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138129416,"gmtCreate":1621918789635,"gmtModify":1621918789635,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"反正不是我","listText":"反正不是我","text":"反正不是我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138129416","repostId":"1120894920","repostType":4,"isVote":1,"tweetType":1,"viewCount":3353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138129367,"gmtCreate":1621918760459,"gmtModify":1621918760459,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138129367","repostId":"1155794705","repostType":4,"repost":{"id":"1155794705","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":1621909827,"share":"https://www.laohu8.com/m/news/1155794705?lang=&edition=full","pubTime":"2021-05-25 10:30","market":"us","language":"zh","title":"京东物流传场外暗盘升59%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155794705","media":"老虎资讯综合","summary":"5月25日讯,据《香港经济日报》报道,有中资券商发电邮予投资者,以每股64港元,通过场外方式发售60万股京东物流股份,但不知悉是否有成交。若京东物流如早前传出拟下限40.36港元定价,意味京东物流开市","content":"<p>5月25日讯,据《香港经济日报》报道,有中资券商发电邮予投资者,以每股64港元,通过场外方式发售60万股<a href=\"https://laohu8.com/S/02618\">京东物流</a>股份,但不知悉是否有成交。若<a href=\"https://laohu8.com/S/JD\">京东</a>物流如早前传出拟下限40.36港元定价,意味京东物流开市升58.6%,不计手续费,一手100股,每手或可赚最多2364港元。</p>","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>京东物流传场外暗盘升59%</title>\n<style 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href=\"https://laohu8.com/S/02618\">京东物流</a>股份,但不知悉是否有成交。若<a 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至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技","images":[{"img":"https://static.tigerbbs.com/ce83362daad81e0966413ccc3a2fb920","width":"688","height":"286"},{"img":"https://static.tigerbbs.com/8c6e2fe7c49dc0a50e8e24d1140d5fec","width":"674","height":"601"},{"img":"https://static.tigerbbs.com/9765c2a6e7f8be9f85ff5b7004c7afd2","width":"688","height":"159"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308682081","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306071777,"gmtCreate":1604144320199,"gmtModify":1703832161121,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306071777","repostId":"301386651","repostType":1,"repost":{"id":301386651,"gmtCreate":1603369167366,"gmtModify":1703829696528,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"蚂蚁金服4000亿美金的估值从何而来?","htmlText":"今天下午,路透的一条新闻让对<a href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示,阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元,2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢?从之前的2500亿美元,到最近的2800亿美元(或2万亿RMB),都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值,貌似步子也太大了一些? 瑞信是这么说的, 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG(市盈率相对盈利增长比率)为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%(言下之意利润和收入水平至少保持相同),那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%,达到433亿元,未来按照32%的增长,那么2021年为570亿元,2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子,肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元,同比增长42.56%,毛利润695.49亿元,同比增长74.28%。按照年末达到1100亿毛利润的话,433亿的 净利润(IFRS)相当于是毛利率的39% 。 可是,2019年的净利润占毛利润比例是30%。 只能说,非要给这么高的目标,蚂蚁要垫垫脚尖的话,还尚且能够着。 PE等倍数估值法有一个比较大的问题是,最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整,同时对不同目标时期点的估值,如果不说清楚的话,也会相差较大。 所以从2800亿-4800亿,只要改","listText":"今天下午,路透的一条新闻让对<a href=\"https://laohu8.com/S/90016\">$蚂蚁集团(临时)(90016)$</a> 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示,阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元,2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢?从之前的2500亿美元,到最近的2800亿美元(或2万亿RMB),都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值,貌似步子也太大了一些? 瑞信是这么说的, 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG(市盈率相对盈利增长比率)为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%(言下之意利润和收入水平至少保持相同),那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%,达到433亿元,未来按照32%的增长,那么2021年为570亿元,2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子,肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元,同比增长42.56%,毛利润695.49亿元,同比增长74.28%。按照年末达到1100亿毛利润的话,433亿的 净利润(IFRS)相当于是毛利率的39% 。 可是,2019年的净利润占毛利润比例是30%。 只能说,非要给这么高的目标,蚂蚁要垫垫脚尖的话,还尚且能够着。 PE等倍数估值法有一个比较大的问题是,最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整,同时对不同目标时期点的估值,如果不说清楚的话,也会相差较大。 所以从2800亿-4800亿,只要改","text":"今天下午,路透的一条新闻让对$蚂蚁集团(临时)(90016)$ 翘首以待的投资者眉目一紧—— 瑞信最新的报告显示,阿里巴巴旗下蚂蚁集团的估值应提升至3800至4610亿美元,2020年全年净利预期将同比增长141%至433亿人民币。 怎么变化这么快呢?从之前的2500亿美元,到最近的2800亿美元(或2万亿RMB),都能明显看到“询价”的痕迹。但是3800亿-4600亿的估值,貌似步子也太大了一些? 瑞信是这么说的, 阿里、腾讯、京东、美团和拼多多这五家公司的平均PEG(市盈率相对盈利增长比率)为1.2x 全球互联网巨头亚马逊、谷歌和Facebook的平均PEG比率为1.6x 蚂蚁集团应该在1.2x-1.4x的PEG 如果2020-2022年收入的复合增长率为32%(言下之意利润和收入水平至少保持相同),那市盈率就将在38-45之间。 如果蚂蚁集团2020年全年净利润同比增长141%,达到433亿元,未来按照32%的增长,那么2021年为570亿元,2022年为750亿元。2022年按照45倍PE可以达到4600亿美元。 敢突然迈这么大步子,肯定不是空穴来风。 根据蚂蚁聆讯后的招股文件 前三季度的营业收入1181.91亿元,同比增长42.56%,毛利润695.49亿元,同比增长74.28%。按照年末达到1100亿毛利润的话,433亿的 净利润(IFRS)相当于是毛利率的39% 。 可是,2019年的净利润占毛利润比例是30%。 只能说,非要给这么高的目标,蚂蚁要垫垫脚尖的话,还尚且能够着。 PE等倍数估值法有一个比较大的问题是,最终估值对估值倍数的变化比较敏感。一个小的变动可能就引起大范围的调整,同时对不同目标时期点的估值,如果不说清楚的话,也会相差较大。 所以从2800亿-4800亿,只要改","images":[{"img":"https://static.tigerbbs.com/fbe8718f8125130c4579274811936ec0","width":"1467","height":"245"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301386651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306071443,"gmtCreate":1604144305182,"gmtModify":1703832160948,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306071443","repostId":"303817712","repostType":1,"repost":{"id":303817712,"gmtCreate":1603094920136,"gmtModify":1703828617047,"author":{"id":"3473459794537757","authorId":"3473459794537757","name":"MidasMike","avatar":"https://static.tigerbbs.com/7cafd3d1411d04107e3c4859369109f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473459794537757","authorIdStr":"3473459794537757"},"themes":[],"title":"知行合一:Baillie Gifford如何实现长期主义","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后,苏格兰资产管理公司Baillie Gifford(“柏基”)在高位减持约近四成仓位并获利约170亿美元,这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后(可参考Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿),另外一个问题开始引起了我的极大兴趣:Baillie Gifford如何有效地构建起行之有效的长线投资体系?如何真正做到了“Actual investors think in decades, not in quarters?”长期主义知易行难,但是Baillie Gifford却成功地践行了这一理念:其投资平均持仓周期接近10年,并且视期间的价格波动、新闻甚至季报为噪音;然而旗舰基金SMIT过去十年净值增长768%,而BG则成为英国成长最快的资管公司,资管规模在过去五年已经翻番并高达 2620亿英镑。下图:Baillie Gi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后,苏格兰资产管理公司Baillie Gifford(“柏基”)在高位减持约近四成仓位并获利约170亿美元,这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后(可参考Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿),另外一个问题开始引起了我的极大兴趣:Baillie Gifford如何有效地构建起行之有效的长线投资体系?如何真正做到了“Actual investors think in decades, not in quarters?”长期主义知易行难,但是Baillie Gifford却成功地践行了这一理念:其投资平均持仓周期接近10年,并且视期间的价格波动、新闻甚至季报为噪音;然而旗舰基金SMIT过去十年净值增长768%,而BG则成为英国成长最快的资管公司,资管规模在过去五年已经翻番并高达 2620亿英镑。下图:Baillie Gi","text":"$SCOTTISH MORT(SMT.UK)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $亚马逊(AMZN)$ $腾讯控股(00700)$ 七年重仓陪跑特斯拉后,苏格兰资产管理公司Baillie Gifford(“柏基”)在高位减持约近四成仓位并获利约170亿美元,这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后(可参考Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿),另外一个问题开始引起了我的极大兴趣:Baillie Gifford如何有效地构建起行之有效的长线投资体系?如何真正做到了“Actual investors think in decades, not in quarters?”长期主义知易行难,但是Baillie Gifford却成功地践行了这一理念:其投资平均持仓周期接近10年,并且视期间的价格波动、新闻甚至季报为噪音;然而旗舰基金SMIT过去十年净值增长768%,而BG则成为英国成长最快的资管公司,资管规模在过去五年已经翻番并高达 2620亿英镑。下图:Baillie Gi","images":[{"img":"https://static.tigerbbs.com/8699ecabd64be7b7e85d9e7a5f0fa609","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/46a1dfd27dba848799ec3db5a39bca54","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/2274d06bc4ebd92680210be592ad0192","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303817712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":330696383,"gmtCreate":1608598150342,"gmtModify":1703735643710,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"复星医药怎么样?","listText":"复星医药怎么样?","text":"复星医药怎么样?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/330696383","isVote":1,"tweetType":1,"viewCount":4697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"content":"长期看,中国真的会及时批准吗?复兴的市场有想象的那么大吗?","text":"长期看,中国真的会及时批准吗?复兴的市场有想象的那么大吗?","html":"长期看,中国真的会及时批准吗?复兴的市场有想象的那么大吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367972561,"gmtCreate":1614907113353,"gmtModify":1703482789455,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"小米最近怎么看?","listText":"小米最近怎么看?","text":"小米最近怎么看?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/367972561","isVote":1,"tweetType":1,"viewCount":3211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333501958,"gmtCreate":1609303439574,"gmtModify":1703738683851,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"国药怎么样?","listText":"国药怎么样?","text":"国药怎么样?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/333501958","isVote":1,"tweetType":1,"viewCount":2952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300764075,"gmtCreate":1602463191697,"gmtModify":1703826600554,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"今天大盘怎么样?","listText":"今天大盘怎么样?","text":"今天大盘怎么样?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/300764075","isVote":1,"tweetType":1,"viewCount":2873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944973038,"gmtCreate":1596759958824,"gmtModify":1704213491939,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"呵呵,微软和美国政府配合,要把整个抖音海外业务给拿下了?~","listText":"呵呵,微软和美国政府配合,要把整个抖音海外业务给拿下了?~","text":"呵呵,微软和美国政府配合,要把整个抖音海外业务给拿下了?~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/944973038","repostId":"1112848046","repostType":4,"repost":{"id":"1112848046","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":1596759137,"share":"https://www.laohu8.com/m/news/1112848046?lang=&edition=full","pubTime":"2020-08-07 08:12","market":"us","language":"zh","title":"外媒头条:特朗普对加拿大部分铝产品重新加征关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1112848046","media":"老虎资讯综合","summary":"华尔街日报 | 美国上周申请失业救济人数将至120万创四个多月新低彭博社 | 市场预计新财政刺激将至美股五连涨苹果再创新高黄金升破2060美元CNBC | 二季度Uber网约车收入剧减送餐","content":"<blockquote><b>华尔街日报</b> <b>|</b> <b>美国上周申请失业救济人数将至120万创四个多月新低</b></blockquote><blockquote><b>彭博社</b> <b>|</b> <b>市场预计新财政刺激将至美股五连涨苹果再创新高黄金升破2060美元</b></blockquote><blockquote><b>CNBC</b> <b>|</b> <b>二季度Uber网约车收入剧减送餐收入翻倍</b></blockquote><blockquote><b>路透社</b> <b>|</b> <b>特朗普对加拿大部分铝产品重新加征关税称需要保护国内产业</b></blockquote><blockquote><b>金融时报</b> <b>|</b> <b>消息:微软将收购TikTok业务的范围扩大到全球所有地区</b></blockquote><h2><b>华尔街日报</b></h2><p><b>美国上周申请失业救济人数将至120万创四个多月新低</b><img src=\"https://static.tigerbbs.com/6469087106d1ee92875f70a49f6dc6b2\" tg-width=\"624\" tg-height=\"553\">美国劳工部周四公布,在截至8月1日的上周,美国首次失业救济人数较上上周环比下降24.9万,将至120万,创3月中上旬以来新低,仍远高于今年3月疫情爆发前的历史高位——1982年所创的单周最高纪录69.5万,也是连续第20周远高于1982年的高位。</p><p>劳工部还公布,在截至7月25日的上上周,美国持续得到失业救济的人数较此前一周减少84.4万,将至1610万。</p><p>上周,美国联邦政府给予失业者的疫情期间每周600美元失业救济补助到期。从这周起失业者不会得到这笔补助。</p><p>申请失业救济人数显示,美国国内疫情仍大范围存在,国内失业人数仍居高不下。求职网站Indeed.com的经济学家AnnElizabeth Konkel评论称,首次申请失业救济者减少让人看到希望,但美国无疑还未摆脱困境。失业群体庞大,远超疫情爆发前水平。</p><h2><b>彭博社</b></h2><p><b>市场预计新财政刺激将至美股五连涨苹果再创新高黄金升破2060美元</b><img src=\"https://static.tigerbbs.com/0308e6da737b477096eb9de0c28e625f\" tg-width=\"624\" tg-height=\"479\">美国两党议员承诺持续推进新一轮抗疫救助方案的磋商,特朗普称他可能单方面行动,推出一些救助措施。市场期待美国出台新一轮财政刺激,美股三大股指连续第五日上涨,苹果再度创收盘新高,成为大盘的主要推手。</p><p>标普500收涨0.64%,创2月21日以来收盘新高,距2月19日所创的收盘历史新高仅相差1%。纳指收涨1%,收报11108.07点,首次收盘升破11000点。道指收涨0.68%,创6月8日以来收盘新高。</p><p>美元周四进一步下跌,推动黄金等贵金属继续走高。彭博美元现货指数跌0.1%,连跌三日。纽约COMEX 12月黄金期货收涨1.0%,报2069.40美元/盎司,连续第五日创收盘最高纪录。</p><h2><b>CNBC</b></h2><p><b>二季度Uber网约车收入剧减送餐收入翻倍</b><img src=\"https://static.tigerbbs.com/71b4fa6bcc814a9b04428935a73465e7\" tg-width=\"624\" tg-height=\"393\">Uber周四盘后公布,今年第二季度营业收入同比下降约29%,降至22.4亿美元,仍高于Refinitiv的分析师预期21.8亿美元,但当季调整后每股亏损1.02美元,高于分析师预期的每股亏损0.86美元。</p><p>二季度Uber网约车业务的订单总额为30.5亿美元,同比剧减73%,低于StreetAccount的市场预期34.7亿美元;当季送餐业务的订单总额为69.6亿美元,较去年同期增长113%,高于市场预期的65.7亿美元。</p><p>数据显示,新冠肺炎疫情重创了Uber原有核心业务网约车,但提高了送餐业务的需求。</p><p>财报公布后,Uber股价盘后下跌,跌幅一度达到5%。</p><h2><b>路透社</b></h2><p><b>特朗普对加拿大部分铝产品重新加征关税称需要保护国内产业</b><img src=\"https://static.tigerbbs.com/cf45411319972a8840279957865c8f80\" tg-width=\"624\" tg-height=\"596\">特朗普本周四采取行动,重新对部分加拿大产的铝产品加征10%的关税,试图以此保护面对进口加拿大相关产品大增的美国国内产业。</p><p>美国贸易代表办公室表示,10%的关税适用于原铝,而非合金铝。此关税不适用于下游铝产品。</p><p>特朗普称,数月前,美国政府同意撤销对进口加拿大铝产品的关税,加拿大政府当时承诺,不会让该国的铝产品充斥美国市场,扼杀美国相关就业岗位,可他们的铝生产商违反了承诺。</p><p>来自加拿大政府的消息人士称,作为还击,加拿大方面将对美国的商品也加征关税。</p><h2><b>金融时报</b></h2><p><b>消息:微软将收购TikTok业务的范围扩大到全球所有地区</b><img src=\"https://static.tigerbbs.com/c0df52d2b5dc10abb79410607ed5ffbb\" tg-width=\"624\" tg-height=\"706\">知情人士称,微软正在寻求收购TikTok在全球所有地区的业务,包括印度和欧洲地区的,因为因为只收购部分地区的业务就难以将HR等后台功能分离开来,也难以保证某个国家的用户去别国时仍能使用TikTok的App。</p><p>微软讨论过增加一项协议,以便有一年时间让微软将TikTok从字节跳动中独立开来,解决有关政府对数据安全的担忧,但消息人士认为,一年内难以做到这点,可能要花五年到八年才行。</p><p>上周日微软称,在与TikTok母公司字节跳动商谈,寻求收购TikTo在美国、加拿大、澳大利亚与新西兰的业务。</p>","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>外媒头条:特朗普对加拿大部分铝产品重新加征关税</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外媒头条:特朗普对加拿大部分铝产品重新加征关税\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\">2020-08-07 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b>华尔街日报</b> <b>|</b> <b>美国上周申请失业救济人数将至120万创四个多月新低</b></blockquote><blockquote><b>彭博社</b> <b>|</b> <b>市场预计新财政刺激将至美股五连涨苹果再创新高黄金升破2060美元</b></blockquote><blockquote><b>CNBC</b> <b>|</b> <b>二季度Uber网约车收入剧减送餐收入翻倍</b></blockquote><blockquote><b>路透社</b> <b>|</b> <b>特朗普对加拿大部分铝产品重新加征关税称需要保护国内产业</b></blockquote><blockquote><b>金融时报</b> <b>|</b> <b>消息:微软将收购TikTok业务的范围扩大到全球所有地区</b></blockquote><h2><b>华尔街日报</b></h2><p><b>美国上周申请失业救济人数将至120万创四个多月新低</b><img src=\"https://static.tigerbbs.com/6469087106d1ee92875f70a49f6dc6b2\" tg-width=\"624\" tg-height=\"553\">美国劳工部周四公布,在截至8月1日的上周,美国首次失业救济人数较上上周环比下降24.9万,将至120万,创3月中上旬以来新低,仍远高于今年3月疫情爆发前的历史高位——1982年所创的单周最高纪录69.5万,也是连续第20周远高于1982年的高位。</p><p>劳工部还公布,在截至7月25日的上上周,美国持续得到失业救济的人数较此前一周减少84.4万,将至1610万。</p><p>上周,美国联邦政府给予失业者的疫情期间每周600美元失业救济补助到期。从这周起失业者不会得到这笔补助。</p><p>申请失业救济人数显示,美国国内疫情仍大范围存在,国内失业人数仍居高不下。求职网站Indeed.com的经济学家AnnElizabeth Konkel评论称,首次申请失业救济者减少让人看到希望,但美国无疑还未摆脱困境。失业群体庞大,远超疫情爆发前水平。</p><h2><b>彭博社</b></h2><p><b>市场预计新财政刺激将至美股五连涨苹果再创新高黄金升破2060美元</b><img src=\"https://static.tigerbbs.com/0308e6da737b477096eb9de0c28e625f\" tg-width=\"624\" tg-height=\"479\">美国两党议员承诺持续推进新一轮抗疫救助方案的磋商,特朗普称他可能单方面行动,推出一些救助措施。市场期待美国出台新一轮财政刺激,美股三大股指连续第五日上涨,苹果再度创收盘新高,成为大盘的主要推手。</p><p>标普500收涨0.64%,创2月21日以来收盘新高,距2月19日所创的收盘历史新高仅相差1%。纳指收涨1%,收报11108.07点,首次收盘升破11000点。道指收涨0.68%,创6月8日以来收盘新高。</p><p>美元周四进一步下跌,推动黄金等贵金属继续走高。彭博美元现货指数跌0.1%,连跌三日。纽约COMEX 12月黄金期货收涨1.0%,报2069.40美元/盎司,连续第五日创收盘最高纪录。</p><h2><b>CNBC</b></h2><p><b>二季度Uber网约车收入剧减送餐收入翻倍</b><img src=\"https://static.tigerbbs.com/71b4fa6bcc814a9b04428935a73465e7\" tg-width=\"624\" tg-height=\"393\">Uber周四盘后公布,今年第二季度营业收入同比下降约29%,降至22.4亿美元,仍高于Refinitiv的分析师预期21.8亿美元,但当季调整后每股亏损1.02美元,高于分析师预期的每股亏损0.86美元。</p><p>二季度Uber网约车业务的订单总额为30.5亿美元,同比剧减73%,低于StreetAccount的市场预期34.7亿美元;当季送餐业务的订单总额为69.6亿美元,较去年同期增长113%,高于市场预期的65.7亿美元。</p><p>数据显示,新冠肺炎疫情重创了Uber原有核心业务网约车,但提高了送餐业务的需求。</p><p>财报公布后,Uber股价盘后下跌,跌幅一度达到5%。</p><h2><b>路透社</b></h2><p><b>特朗普对加拿大部分铝产品重新加征关税称需要保护国内产业</b><img src=\"https://static.tigerbbs.com/cf45411319972a8840279957865c8f80\" tg-width=\"624\" tg-height=\"596\">特朗普本周四采取行动,重新对部分加拿大产的铝产品加征10%的关税,试图以此保护面对进口加拿大相关产品大增的美国国内产业。</p><p>美国贸易代表办公室表示,10%的关税适用于原铝,而非合金铝。此关税不适用于下游铝产品。</p><p>特朗普称,数月前,美国政府同意撤销对进口加拿大铝产品的关税,加拿大政府当时承诺,不会让该国的铝产品充斥美国市场,扼杀美国相关就业岗位,可他们的铝生产商违反了承诺。</p><p>来自加拿大政府的消息人士称,作为还击,加拿大方面将对美国的商品也加征关税。</p><h2><b>金融时报</b></h2><p><b>消息:微软将收购TikTok业务的范围扩大到全球所有地区</b><img src=\"https://static.tigerbbs.com/c0df52d2b5dc10abb79410607ed5ffbb\" tg-width=\"624\" tg-height=\"706\">知情人士称,微软正在寻求收购TikTok在全球所有地区的业务,包括印度和欧洲地区的,因为因为只收购部分地区的业务就难以将HR等后台功能分离开来,也难以保证某个国家的用户去别国时仍能使用TikTok的App。</p><p>微软讨论过增加一项协议,以便有一年时间让微软将TikTok从字节跳动中独立开来,解决有关政府对数据安全的担忧,但消息人士认为,一年内难以做到这点,可能要花五年到八年才行。</p><p>上周日微软称,在与TikTok母公司字节跳动商谈,寻求收购TikTo在美国、加拿大、澳大利亚与新西兰的业务。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd9800618f238c2b9206b199a5895341","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112848046","content_text":"华尔街日报 | 美国上周申请失业救济人数将至120万创四个多月新低彭博社 | 市场预计新财政刺激将至美股五连涨苹果再创新高黄金升破2060美元CNBC | 二季度Uber网约车收入剧减送餐收入翻倍路透社 | 特朗普对加拿大部分铝产品重新加征关税称需要保护国内产业金融时报 | 消息:微软将收购TikTok业务的范围扩大到全球所有地区华尔街日报美国上周申请失业救济人数将至120万创四个多月新低美国劳工部周四公布,在截至8月1日的上周,美国首次失业救济人数较上上周环比下降24.9万,将至120万,创3月中上旬以来新低,仍远高于今年3月疫情爆发前的历史高位——1982年所创的单周最高纪录69.5万,也是连续第20周远高于1982年的高位。劳工部还公布,在截至7月25日的上上周,美国持续得到失业救济的人数较此前一周减少84.4万,将至1610万。上周,美国联邦政府给予失业者的疫情期间每周600美元失业救济补助到期。从这周起失业者不会得到这笔补助。申请失业救济人数显示,美国国内疫情仍大范围存在,国内失业人数仍居高不下。求职网站Indeed.com的经济学家AnnElizabeth Konkel评论称,首次申请失业救济者减少让人看到希望,但美国无疑还未摆脱困境。失业群体庞大,远超疫情爆发前水平。彭博社市场预计新财政刺激将至美股五连涨苹果再创新高黄金升破2060美元美国两党议员承诺持续推进新一轮抗疫救助方案的磋商,特朗普称他可能单方面行动,推出一些救助措施。市场期待美国出台新一轮财政刺激,美股三大股指连续第五日上涨,苹果再度创收盘新高,成为大盘的主要推手。标普500收涨0.64%,创2月21日以来收盘新高,距2月19日所创的收盘历史新高仅相差1%。纳指收涨1%,收报11108.07点,首次收盘升破11000点。道指收涨0.68%,创6月8日以来收盘新高。美元周四进一步下跌,推动黄金等贵金属继续走高。彭博美元现货指数跌0.1%,连跌三日。纽约COMEX 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Gifford如何践行长期主义?","htmlText":"Morning~大家早~ _(:з」∠)_ 【7日打卡计划】连续7天在小话的帖子按要求回复任务的虎友将获得老虎月球灯或等值奖品!每日精彩评论也将获得虎币! 今天小话带大家回顾骨灰级老牌投资基金 Baillie Gifford(柏基)的投资圣经。 在全球投资界,Baillie Gifford是一个传奇般的存在。 它最广为人知的是重仓特斯拉七年获利千亿。其实,在众多世界级伟大企业的机构股东名单中,都有Baillie Gifford的身影: 它是全球基因测序巨头Illumina,以及被誉为是拉美版eBay的电商平台MercadoLibre的第一大股东; 是流媒体音乐服务平台Spotify的第二大机构股东; 也是Google、Facebook、英伟达等著名上市公司的重要机构股; 也颇为热衷,近年先后投资了网易、腾讯、中国平安、阿里巴巴、京东、美团、拼多多、字节跳动等诸多中国一流企业。 Billie Gifford于1908年在苏格兰爱丁堡成立,目前资产管理规模约3000亿美元。 詹姆斯·安德森(James Anderson) Baillie Gifford合伙人之一 还不不了解虎友,点击下面两个文章立即认知Billie Gifford 【<a href=\"https://laohu8.com/NW/1115182751\" target=\"_blank\">经典重温】知行合一:Baillie Gifford如何实现长期主义</a> <a href=\"https://laohu8.com/NW/1175661282\" target=\"_blank\">【经典重温】Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿</a> 那么,Baillie Gifford是如何做投资的?如何有效地构建起行之有效的长线投资体系?","listText":"Morning~大家早~ _(:з」∠)_ 【7日打卡计划】连续7天在小话的帖子按要求回复任务的虎友将获得老虎月球灯或等值奖品!每日精彩评论也将获得虎币! 今天小话带大家回顾骨灰级老牌投资基金 Baillie Gifford(柏基)的投资圣经。 在全球投资界,Baillie Gifford是一个传奇般的存在。 它最广为人知的是重仓特斯拉七年获利千亿。其实,在众多世界级伟大企业的机构股东名单中,都有Baillie Gifford的身影: 它是全球基因测序巨头Illumina,以及被誉为是拉美版eBay的电商平台MercadoLibre的第一大股东; 是流媒体音乐服务平台Spotify的第二大机构股东; 也是Google、Facebook、英伟达等著名上市公司的重要机构股; 也颇为热衷,近年先后投资了网易、腾讯、中国平安、阿里巴巴、京东、美团、拼多多、字节跳动等诸多中国一流企业。 Billie Gifford于1908年在苏格兰爱丁堡成立,目前资产管理规模约3000亿美元。 詹姆斯·安德森(James Anderson) Baillie Gifford合伙人之一 还不不了解虎友,点击下面两个文章立即认知Billie Gifford 【<a href=\"https://laohu8.com/NW/1115182751\" target=\"_blank\">经典重温】知行合一:Baillie Gifford如何实现长期主义</a> <a href=\"https://laohu8.com/NW/1175661282\" target=\"_blank\">【经典重温】Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿</a> 那么,Baillie Gifford是如何做投资的?如何有效地构建起行之有效的长线投资体系?","text":"Morning~大家早~ _(:з」∠)_ 【7日打卡计划】连续7天在小话的帖子按要求回复任务的虎友将获得老虎月球灯或等值奖品!每日精彩评论也将获得虎币! 今天小话带大家回顾骨灰级老牌投资基金 Baillie Gifford(柏基)的投资圣经。 在全球投资界,Baillie Gifford是一个传奇般的存在。 它最广为人知的是重仓特斯拉七年获利千亿。其实,在众多世界级伟大企业的机构股东名单中,都有Baillie Gifford的身影: 它是全球基因测序巨头Illumina,以及被誉为是拉美版eBay的电商平台MercadoLibre的第一大股东; 是流媒体音乐服务平台Spotify的第二大机构股东; 也是Google、Facebook、英伟达等著名上市公司的重要机构股; 也颇为热衷,近年先后投资了网易、腾讯、中国平安、阿里巴巴、京东、美团、拼多多、字节跳动等诸多中国一流企业。 Billie Gifford于1908年在苏格兰爱丁堡成立,目前资产管理规模约3000亿美元。 詹姆斯·安德森(James Anderson) Baillie Gifford合伙人之一 还不不了解虎友,点击下面两个文章立即认知Billie Gifford 【经典重温】知行合一:Baillie Gifford如何实现长期主义 【经典重温】Baillie Gifford的长线思维:陪跑特斯拉七年获利千亿 那么,Baillie 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10:30","market":"us","language":"zh","title":"京东物流传场外暗盘升59%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155794705","media":"老虎资讯综合","summary":"5月25日讯,据《香港经济日报》报道,有中资券商发电邮予投资者,以每股64港元,通过场外方式发售60万股京东物流股份,但不知悉是否有成交。若京东物流如早前传出拟下限40.36港元定价,意味京东物流开市","content":"<p>5月25日讯,据《香港经济日报》报道,有中资券商发电邮予投资者,以每股64港元,通过场外方式发售60万股<a href=\"https://laohu8.com/S/02618\">京东物流</a>股份,但不知悉是否有成交。若<a href=\"https://laohu8.com/S/JD\">京东</a>物流如早前传出拟下限40.36港元定价,意味京东物流开市升58.6%,不计手续费,一手100股,每手或可赚最多2364港元。</p>","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>京东物流传场外暗盘升59%</title>\n<style 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href=\"https://laohu8.com/S/02618\">京东物流</a>股份,但不知悉是否有成交。若<a href=\"https://laohu8.com/S/JD\">京东</a>物流如早前传出拟下限40.36港元定价,意味京东物流开市升58.6%,不计手续费,一手100股,每手或可赚最多2364港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东","09618":"京东集团-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155794705","content_text":"5月25日讯,据《香港经济日报》报道,有中资券商发电邮予投资者,以每股64港元,通过场外方式发售60万股京东物流股份,但不知悉是否有成交。若京东物流如早前传出拟下限40.36港元定价,意味京东物流开市升58.6%,不计手续费,一手100股,每手或可赚最多2364港元。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138129024,"gmtCreate":1621918740168,"gmtModify":1621918740168,"author":{"id":"3493710811103938","authorId":"3493710811103938","name":"张胜东","avatar":"https://static.tigerbbs.com/9e1dd3635a2539eac848901737fbf10f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493710811103938","authorIdStr":"3493710811103938"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138129024","repostId":"1153329447","repostType":4,"isVote":1,"tweetType":1,"viewCount":3504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}