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逆天而行的雕塑

逆天而行的雕塑

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逆天而行的雕塑

2021-01-15

$腾讯控股(00700)$纪念一下，此时此刻！

逆天而行的雕塑

2022-03-15

$腾讯控股(00700)$大惊小怪，淡定淡定……都300啦，哒哒哒哒哒哒哒哒哒买入入入入入入入入入入入入入入入

逆天而行的雕塑

2020-12-07

腾讯支付在芬兰只对中国人开放，这应该不会构成垄断

抱歉，原内容已删除

逆天而行的雕塑

2021-11-10

厉害了我的腾讯

抱歉，原内容已删除

逆天而行的雕塑

2020-12-16

巨头投资是一把双刃剑，在反垄断法的规则之下，好好使出利于国民的“招式”。@小虎周报 @阿里巴巴官方 @腾讯控股 @拼多多

抱歉，原内容已删除

逆天而行的雕塑

2021-10-04

一同着眼[666]

@我i168:$TENCENT(00700)$...long-term view [Happy] [Cool]

逆天而行的雕塑

2021-08-17

[开心] [开心] [开心] [开心]

“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”

逆天而行的雕塑

2021-08-08

波动的美，我正在感觉中！

@82号公路:赶在投资大佬前抄底腾讯

逆天而行的雕塑

2021-07-05

$腾讯控股(00700)$大惊小怪，淡定淡定……

去老虎APP查看更多动态

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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“聪明钱”逃离中概股？13F文件告诉你：中概股“真香”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/analysis/article-200466687><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200466687\">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/32f76f2b955be371110b877bebef37ba","relate_stocks":{"513050":"中概互联网ETF易方达"},"source_url":"https://cn.investing.com/analysis/article-200466687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172278485","content_text":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。\n来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。\n不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF 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href=https://cn.investing.com/analysis/article-200466687><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200466687\">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/32f76f2b955be371110b877bebef37ba","relate_stocks":{"513050":"中概互联网ETF易方达"},"source_url":"https://cn.investing.com/analysis/article-200466687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172278485","content_text":"每个季度一公布的13F文件，是华尔街投资者最关注的文件之一。\n所谓13F文件，是由管理1亿美元以上的股权资产机构向美国证券交易委员会（SEC）披露的，该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说，通过13F文件，投资者不仅可以看到华尔街最权威投资机构的持仓情况，还可以看到各大明星股被投资的情况。某种程度上，投资者还可以“抄作业”，在不用支付管理费的情况下，获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了，这一期的13F文件，让我们最好奇的是，在经历了动荡的一个季度以后，在美国上市的中国科技股们，是否已经被华尔街抛弃了？数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场，一时间，人们对于中概股的信心跌至谷底，而这也并不是空穴来风。\n来自中美两国的监管压力都在加大，一方面，在美上市中国科技公司的退市压力是真实存在的，与此同时，原计划赴美IPO的中国企业也开启了撤回潮。另一方面，中国国内的监管也日趋严格，无论是在科技行业，还是在教培行业，都引发了巨震。\n不仅是“木头姐”的基金，二季度，持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%，与此同时，MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股？\n（PGJ周线图来自英为财情Investing.com）\n但是，也有市场分析认为，目前对于中概股的看法过于悲观，一些中概股仍然拥有坚实的基本面，市场接下来仍有变向的可能。\n各大投行用13F文件告诉你，中概股“真香”\n根据最近陆续公布的各大投行机构的13F文件显示，并非所有的投行都在离中概股远去，相反，一些知名投行正在逢低布局。\n其中，最广为人知的就是，高盛 (NYSE:GS)在二季度大举买入了587万股阿里巴巴 (NYSE:BABA)股票，目前这只知名中概股已经成为了该行的第五大持仓股，占其投资组合比例的1.55%，而且，不仅买入阿里巴巴股票，高盛还同时持有该股的看涨期权。\n（阿里巴巴周线图来自英为财情Investing.com）\n与此同时，摩根大通也买入了阿里巴巴(BABA)的看涨期权。此外，投资管理公司Primecap也在二季度增持阿里巴巴。\n除了阿里巴巴，投行同时也在关注其他中概股。比如中国线上招聘平台BOSS直聘 (NASDAQ:BZ)，目前小摩对其持股总市值约为1.22亿美元；此外，在花旗公布的13F报告之中，也出现了BOSS直聘的身影，老虎太平洋基金（TPC）第二季度也建仓了BOSS 直聘。\n摩根大通同时还买入了内地最大的网约车平台滴滴 (NYSE:DIDI)，目前持仓市值约3.58亿美元。\n另外，爱奇艺 (NASDAQ:IQ)、哔哩哔哩 (HK:9626)等中国视频网站也被资本看好，包括贝莱德 (NYSE:BLK)、先锋领航、老虎太平洋基金（TPC）等资本都加仓了这两家视频平台公司。其中，先锋领航二季度增持哔哩哔哩公司312.9万股，期末总市值达10.6亿美元，加仓爱奇艺128万股。","news_type":1,"symbols_score_info":{"513050":0.9}},"isVote":1,"tweetType":1,"viewCount":6505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891411274,"gmtCreate":1628409793898,"gmtModify":1628409793898,"author":{"id":"3507061768110370","authorId":"3507061768110370","name":"逆天而行的雕塑","avatar":"https://static.tigerbbs.com/95793a1aa7048faf1480246f2db8ed36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3507061768110370","authorIdStr":"3507061768110370"},"themes":[],"htmlText":"波动的美，我正在感觉中！","listText":"波动的美，我正在感觉中！","text":"波动的美，我正在感觉中！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891411274","repostId":"893874998","repostType":1,"repost":{"id":893874998,"gmtCreate":1628257709714,"gmtModify":1628314258244,"author":{"id":"3441790470779572","authorId":"3441790470779572","name":"82号公路","avatar":"https://static.tigerbbs.com/3424f666d4b9bee705c100df6d4b1309","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441790470779572","authorIdStr":"3441790470779572"},"themes":[],"title":"赶在投资大佬前抄底腾讯","htmlText":"（1）前天，在《经济参考报》一则消息致@<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;大跌的时候，顺手买了点企鹅家的股票。说实话，买完之后，自己心里有些忐忑，毕竟目前对互联网公司的大环境并不友好。只不过腾讯的估值已经到了近十年的最低点，架不住股价便宜。除了股价便宜，我也一直挺看好这家公司。好多年前，曾经把张小龙的饭否看了个遍，深刻感受到腾讯的产品文化。这点和阿里不太一样，我的整体感受阿里是一家更擅长于运营的公司。这种区别可能和创始人马化腾是学计算机出身，而马云是文科生有关。这几年，腾讯的政府关系处理总体保持了低调谨慎，求生欲非常强。这可能和总裁刘炽平不无关系。刘炽平早年在高盛，曾经参与过名噪一时的广东粤海重组。当时的高盛总裁、后来的美国财长、中国人民的老朋友保尔森对这个年轻人印象深刻。而当年临危受命，调任广东处理“粤海”债务问题的，则是WQS，这也是他以“救火队长”出名的第一战。20多年前，刘炽平就跟政府、WQS这样的官员深度打过交道。这种经验，是很多互联网公司的高管无法具备的。（2）没想到当我买完<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;后，昨天价值投资大佬、有“中国巴菲特”之称的段永平也突然出手抄底腾讯。8月4日，段永平在其雪球账号“大道无形我有型”中写道，“<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;今天买了点，再跌再多买些。”段永平早年创立“小霸王”和“步步高”，很多年轻人可能不知道了。像我这种上了年纪的人，还能清晰地回想起“望子成龙小霸王”、“哪","listText":"（1）前天，在《经济参考报》一则消息致@<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;大跌的时候，顺手买了点企鹅家的股票。说实话，买完之后，自己心里有些忐忑，毕竟目前对互联网公司的大环境并不友好。只不过腾讯的估值已经到了近十年的最低点，架不住股价便宜。除了股价便宜，我也一直挺看好这家公司。好多年前，曾经把张小龙的饭否看了个遍，深刻感受到腾讯的产品文化。这点和阿里不太一样，我的整体感受阿里是一家更擅长于运营的公司。这种区别可能和创始人马化腾是学计算机出身，而马云是文科生有关。这几年，腾讯的政府关系处理总体保持了低调谨慎，求生欲非常强。这可能和总裁刘炽平不无关系。刘炽平早年在高盛，曾经参与过名噪一时的广东粤海重组。当时的高盛总裁、后来的美国财长、中国人民的老朋友保尔森对这个年轻人印象深刻。而当年临危受命，调任广东处理“粤海”债务问题的，则是WQS，这也是他以“救火队长”出名的第一战。20多年前，刘炽平就跟政府、WQS这样的官员深度打过交道。这种经验，是很多互联网公司的高管无法具备的。（2）没想到当我买完<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;后，昨天价值投资大佬、有“中国巴菲特”之称的段永平也突然出手抄底腾讯。8月4日，段永平在其雪球账号“大道无形我有型”中写道，“<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;今天买了点，再跌再多买些。”段永平早年创立“小霸王”和“步步高”，很多年轻人可能不知道了。像我这种上了年纪的人，还能清晰地回想起“望子成龙小霸王”、“哪","text":"（1）前天，在《经济参考报》一则消息致@$腾讯控股(00700)$ 大跌的时候，顺手买了点企鹅家的股票。说实话，买完之后，自己心里有些忐忑，毕竟目前对互联网公司的大环境并不友好。只不过腾讯的估值已经到了近十年的最低点，架不住股价便宜。除了股价便宜，我也一直挺看好这家公司。好多年前，曾经把张小龙的饭否看了个遍，深刻感受到腾讯的产品文化。这点和阿里不太一样，我的整体感受阿里是一家更擅长于运营的公司。这种区别可能和创始人马化腾是学计算机出身，而马云是文科生有关。这几年，腾讯的政府关系处理总体保持了低调谨慎，求生欲非常强。这可能和总裁刘炽平不无关系。刘炽平早年在高盛，曾经参与过名噪一时的广东粤海重组。当时的高盛总裁、后来的美国财长、中国人民的老朋友保尔森对这个年轻人印象深刻。而当年临危受命，调任广东处理“粤海”债务问题的，则是WQS，这也是他以“救火队长”出名的第一战。20多年前，刘炽平就跟政府、WQS这样的官员深度打过交道。这种经验，是很多互联网公司的高管无法具备的。（2）没想到当我买完$腾讯控股(00700)$ 后，昨天价值投资大佬、有“中国巴菲特”之称的段永平也突然出手抄底腾讯。8月4日，段永平在其雪球账号“大道无形我有型”中写道，“$腾讯控股(00700)$ 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