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6f253c13
11-04
$阿里巴巴(BABA)$
一支穿云箭
6f253c13
11-04
$阿里巴巴(BABA)$
AI泡沫破裂了
6f253c13
11-04
$阿里巴巴(BABA)$
股灾来了,快跑!!
6f253c13
10-30
$阿里巴巴(BABA)$
中美谈崩了?
6f253c13
10-29
$英伟达(NVDA)$
unbelievable
6f253c13
10-10
$阿里巴巴(BABA)$
等150上车
6f253c13
10-03
才买了1万股?
大涨才开始?阿里(BABA.US)飙涨点燃FOMO情绪:占据“中概AI股C位”,“木头姐”火速加仓
6f253c13
09-29
$MoonLake Immunotherapeutics(MLTX)$
一天跌90%,牛逼
6f253c13
09-25
$阿里巴巴(BABA)$
不要慌,技术性回调
6f253c13
09-10
$甲骨文(ORCL)$
啥情况?
6f253c13
07-31
$英伟达(NVDA)$
难以置信啊
6f253c13
07-01
$特斯拉(TSLA)$
波动太了,心脏受不了
6f253c13
06-26
$小米集团ADR(XIACY)$
什么情况?
6f253c13
06-23
$特斯拉(TSLA)$
都打仗了,他还涨这么猛
6f253c13
06-16
$阿里巴巴(BABA)$
开战了,还能大涨?
6f253c13
06-06
$特斯拉(TSLA)$
谁说要涨到400的???
6f253c13
06-04
$小马智行(PONY)$
原形毕漏了
6f253c13
04-28
$小马智行(PONY)$
诱多出货,大家一定不要上当
6f253c13
04-28
$小马智行(PONY)$
又要设套了
6f253c13
04-25
$小马智行(PONY)$
完了,开始抛售了
去老虎APP查看更多动态
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AI泡沫破裂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496617264845200","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"阿里都拿不住的 ,中概股就没有值得入手的了","text":"阿里都拿不住的 ,中概股就没有值得入手的了","html":"阿里都拿不住的 ,中概股就没有值得入手的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496614402113640,"gmtCreate":1762266917291,"gmtModify":1762266919301,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a 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中美谈崩了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494747589935808","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4122715558561480","authorId":"4122715558561480","name":"BabyStep","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4122715558561480","authorIdStr":"4122715558561480"},"content":"很神奇,不知道为啥大跌","text":"很神奇,不知道为啥大跌","html":"很神奇,不知道为啥大跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494460153906040,"gmtCreate":1761748315697,"gmtModify":1761748317425,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"<a 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data-views=\"0\"></v-v> 等150上车","text":"$阿里巴巴(BABA)$ 等150上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487728514544296","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485225468552008,"gmtCreate":1759492040749,"gmtModify":1759492043066,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"才买了1万股?","listText":"才买了1万股?","text":"才买了1万股?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485225468552008","repostId":"2572509775","repostType":2,"repost":{"id":"2572509775","kind":"news","pubTimestamp":1759484931,"share":"https://www.laohu8.com/m/news/2572509775?lang=&edition=full","pubTime":"2025-10-03 17:48","market":"fut","language":"zh","title":"大涨才开始?阿里(BABA.US)飙涨点燃FOMO情绪:占据“中概AI股C位”,“木头姐”火速加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2572509775","media":"智通财经","summary":"智通财经APP获悉,基金经理们认为,在今年市值增长高达 2500 亿美元后,阿里巴巴有可能延续上涨态势,使其成为中国最热门的人工智能概念股。他仍认为阿里巴巴存在“巨大的上涨空间”。与 2020 年的峰值相比,该股票目前仍处于严重下跌态势。2025 年的大幅上涨已显现了一些警示信号,阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。另一方面,卖方机构再次一致推荐阿里巴巴股票为“买入”选择。","content":"<html><body><p>智通财经APP获悉,基金经理们认为,在今年市值增长高达 2500 亿美元后,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)有可能延续上涨态势,使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍,华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表,阿里股价仍远低于其历史最高点,但美国主要的大型科技巨头股票在近几个月也已达到峰值。</p><p><strong>该公司股价仍具吸引力且全球基金的投资水平较低,这些因素被认为为其股价的长期上涨留有空间。</strong>Gam Investment Management基金经理Jian Shi Cortesi表示:“我们预计这种轻仓持仓状况将会改变,这种情绪也可能受到股价大幅上涨后人们担心错失良机(FOMO)这一因素的推动。”他仍认为<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>存在“巨大的上涨空间”。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485022151551.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1759485022151551.png\"/></p><p><strong>与 2020 年的峰值相比,该股票目前仍处于严重下跌态势。</strong>此前数年,由于监管整顿、内部动荡以及消费疲软等因素的影响,该公司股价持续下跌。其在港的股价约为预期未来收益的 22 倍,是其过去三年平均水平的两倍,但与恒生科技指数的水平相当。而且,这一市盈率远低于阿里巴巴 29 倍的峰值水平,也低于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)的当前市盈率水平。</p><p><a href=\"https://laohu8.com/S/JHG\">Janus Henderson</a>旗下价值 60 亿美元的Global Technology Leaders Fund的基金经理Richard Clode表示:“我认为短期内没人会认为阿里巴巴的估值过高。这就是为什么许多全球投资者会觉得在此投资更为放心的原因。”</p><p>对于投资者而言,一个关键的问题是阿里巴巴的估值究竟应该达到何种程度才算合理。全球范围内,人工智能类股票的估值再次引发了人们的关注,因为人们担心这些服务尚未普及开来,因而无法获得高额收益。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485038747926.png?x-oss-process=image/format,jpg/quality,q_80\" title=\"1759485038747926.png\"/></p><p>中国人工智能领军企业</p><p><strong>近期推动股价上涨的一个重要因素在于该公司对于在人工智能业务方面的重大投入。</strong>阿里首席执行官吴泳铭上周表示,阿里巴巴计划在未来三年内将此前预计的 530 亿美元人工智能预算进一步增加,但他并未给出更具体的数据。同样地,包括 <a href=\"https://laohu8.com/S/META\">Meta</a> (META.US)、微软、Alphabet (GOOGL.US)和亚马逊的四家美国大型超大规模企业预计今年将投入超过 3440 亿美元,其中很大一部分资金将用于AI数据中心建设;这四家公司整体的市值今年已增加了接近2万亿美元。</p><p>Aberdeen Investments投资经理Bush Chu指出:“如果中国企业能够继续展现出强大的人工智能技术实力并实现持续的盈利增长,全球投资者将会予以关注。不过,阿里巴巴的支出相当谨慎。如果阿里巴巴想要为全球客户提供服务,可能还需要更多的资金。”</p><p><strong>这家中国电商领域的领军企业凭借其在人工智能领域的布局已取得了一些初步成果。</strong>阿里巴巴云服务在最近一个季度的营收增长了 26%,成为该集团增长最快的部门。据Edmond de Rothschild Asset Management基金经理Xiadong Bao称,作为一家国内的人工智能企业,它几乎没有竞争对手。</p><p>Bao表示:“与美国那种资源丰富的目标市场不同,在中国,阿里巴巴是为数不多同时拥有世界领先的大规模语言模型、能够获取人工智能芯片、拥有成熟云基础设施以及数据丰富的核心业务的企业之一。”他还补充道,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>和未上市的字节跳动公司是另外两家具备这些条件的企业。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485057426970.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1759485057426970.png\"/></p><p>关键的AI投资</p><p><strong>在去年 1 月DeepSeek爆火之后,中国在以合理成本生产可用的人工智能技术方面展现出了实力,此后阿里巴巴成为了中国人工智能投资领域的代表人物。</strong><strong>其股票已成为在岸投资者的热门选择,截至 9 月 30 日,这些投资者持有阿里巴巴 11%的股份,较一个月前的 8.6%有所上升,相关数据来自香港证券交易所。</strong></p><p>海外投资者在重新入场方面显得更为谨慎。据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的数据,截至 8 月底,国际基金持有的阿里巴巴股票市值较其在摩根士丹利中国指数中的权重仍低 1.3%。</p><p><strong>“木头姐”凯西·伍德是众多转为看多的外国基金经理之一</strong>——她上个月重新买入了阿里巴巴的美国存托凭证,这是她四年来首次采取这一行动。而且凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴股票。伍德的基金周四买入了14453股阿里巴巴股票,按收盘价计算价值约274万美元。该基金在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。</p><p>2025 年的大幅上涨已显现了一些警示信号,阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。根据<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>的数据,香港股市的空头持仓比例飙升至流通股的 0.47%,这是自 2019 年上市后不久以来的最高水平。</p><p>另一方面,卖方机构再次一致推荐阿里巴巴股票为“买入”选择。期权交易者也加大了交易力度,以押注更大的收益。相对于恒生科技指数,此类押注的成本已接近 2022 年以来的最高水平,而未平仓合约的数量在最近的月度到期前也达到了历史最高值。</p></body></html>","source":"stock_zhitongcaijing","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>大涨才开始?阿里(BABA.US)飙涨点燃FOMO情绪:占据“中概AI股C位”,“木头姐”火速加仓</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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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大涨才开始?阿里(BABA.US)飙涨点燃FOMO情绪:占据“中概AI股C位”,“木头姐”火速加仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-03 17:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352168.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,基金经理们认为,在今年市值增长高达 2500 亿美元后,阿里巴巴(BABA.US)有可能延续上涨态势,使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍,华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表,阿里股价仍远低于其历史最高点,但美国主要的大型科技巨头股票在近几个月也已达到峰值。该公司股价仍具吸引力且全球基金的投资水平较低,这些...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352168.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK4535":"淡马锡持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","09988":"阿里巴巴-W","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4504":"桥水持仓","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4614":"Manus概念股","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU1105468828.SGD":"Allianz Total 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\"AT\" (USD)","FOMO":"FOMO ETF","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4543":"AI","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4527":"明星科技股","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4585":"ETF&股票定投概念","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4122":"互联网与直销零售","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4575":"芯片概念","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352168.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572509775","content_text":"智通财经APP获悉,基金经理们认为,在今年市值增长高达 2500 亿美元后,阿里巴巴(BABA.US)有可能延续上涨态势,使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍,华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表,阿里股价仍远低于其历史最高点,但美国主要的大型科技巨头股票在近几个月也已达到峰值。该公司股价仍具吸引力且全球基金的投资水平较低,这些因素被认为为其股价的长期上涨留有空间。Gam Investment Management基金经理Jian Shi Cortesi表示:“我们预计这种轻仓持仓状况将会改变,这种情绪也可能受到股价大幅上涨后人们担心错失良机(FOMO)这一因素的推动。”他仍认为阿里巴巴存在“巨大的上涨空间”。与 2020 年的峰值相比,该股票目前仍处于严重下跌态势。此前数年,由于监管整顿、内部动荡以及消费疲软等因素的影响,该公司股价持续下跌。其在港的股价约为预期未来收益的 22 倍,是其过去三年平均水平的两倍,但与恒生科技指数的水平相当。而且,这一市盈率远低于阿里巴巴 29 倍的峰值水平,也低于亚马逊(AMZN.US)和微软(MSFT.US)的当前市盈率水平。Janus Henderson旗下价值 60 亿美元的Global Technology Leaders Fund的基金经理Richard Clode表示:“我认为短期内没人会认为阿里巴巴的估值过高。这就是为什么许多全球投资者会觉得在此投资更为放心的原因。”对于投资者而言,一个关键的问题是阿里巴巴的估值究竟应该达到何种程度才算合理。全球范围内,人工智能类股票的估值再次引发了人们的关注,因为人们担心这些服务尚未普及开来,因而无法获得高额收益。中国人工智能领军企业近期推动股价上涨的一个重要因素在于该公司对于在人工智能业务方面的重大投入。阿里首席执行官吴泳铭上周表示,阿里巴巴计划在未来三年内将此前预计的 530 亿美元人工智能预算进一步增加,但他并未给出更具体的数据。同样地,包括 Meta (META.US)、微软、Alphabet (GOOGL.US)和亚马逊的四家美国大型超大规模企业预计今年将投入超过 3440 亿美元,其中很大一部分资金将用于AI数据中心建设;这四家公司整体的市值今年已增加了接近2万亿美元。Aberdeen Investments投资经理Bush Chu指出:“如果中国企业能够继续展现出强大的人工智能技术实力并实现持续的盈利增长,全球投资者将会予以关注。不过,阿里巴巴的支出相当谨慎。如果阿里巴巴想要为全球客户提供服务,可能还需要更多的资金。”这家中国电商领域的领军企业凭借其在人工智能领域的布局已取得了一些初步成果。阿里巴巴云服务在最近一个季度的营收增长了 26%,成为该集团增长最快的部门。据Edmond de Rothschild Asset Management基金经理Xiadong Bao称,作为一家国内的人工智能企业,它几乎没有竞争对手。Bao表示:“与美国那种资源丰富的目标市场不同,在中国,阿里巴巴是为数不多同时拥有世界领先的大规模语言模型、能够获取人工智能芯片、拥有成熟云基础设施以及数据丰富的核心业务的企业之一。”他还补充道,腾讯控股和未上市的字节跳动公司是另外两家具备这些条件的企业。关键的AI投资在去年 1 月DeepSeek爆火之后,中国在以合理成本生产可用的人工智能技术方面展现出了实力,此后阿里巴巴成为了中国人工智能投资领域的代表人物。其股票已成为在岸投资者的热门选择,截至 9 月 30 日,这些投资者持有阿里巴巴 11%的股份,较一个月前的 8.6%有所上升,相关数据来自香港证券交易所。海外投资者在重新入场方面显得更为谨慎。据摩根士丹利的数据,截至 8 月底,国际基金持有的阿里巴巴股票市值较其在摩根士丹利中国指数中的权重仍低 1.3%。“木头姐”凯西·伍德是众多转为看多的外国基金经理之一——她上个月重新买入了阿里巴巴的美国存托凭证,这是她四年来首次采取这一行动。而且凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴股票。伍德的基金周四买入了14453股阿里巴巴股票,按收盘价计算价值约274万美元。该基金在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。2025 年的大幅上涨已显现了一些警示信号,阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。根据标普全球的数据,香港股市的空头持仓比例飙升至流通股的 0.47%,这是自 2019 年上市后不久以来的最高水平。另一方面,卖方机构再次一致推荐阿里巴巴股票为“买入”选择。期权交易者也加大了交易力度,以押注更大的收益。相对于恒生科技指数,此类押注的成本已接近 2022 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href=\"https://laohu8.com/S/BAC\">美国银行</a>公布的最新基金经理月度调查结果显示,<b>有接近45%的受访基金经理认为5月市场最拥挤的交易是做多比特币</b>,与4月的27%相比出现了明显回升。早在今年1月的调查时,做多比特币就曾经被公认为是“最拥挤交易”。</p><p>技术面上,技术分析师此前就认为比特币会跌破40000美元关口。</p><p><img src=\"https://static.tigerbbs.com/b5926d80d98cc8afc4761a1102fcfd52\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>Evercore ISI的分析师Rich Ross认为,与其他投机性资产的价格走势类似,<b>比特币注定会跌破200日均线,回落至40000美元</b>。</p><p>其他分析师则认为比特币将会跌至更低点,因为<b>马斯克难以捉摸的推文会让传统的投资者望而却步,转而投资更加稳定的黄金资产</b>。</p><p>Tallbacken资本CEO迈克尔·珀维斯(Michael Purves)上个月准确预测了比特币的下跌。他指出,<b>现在越来越多的投资者已经开始看空比特币了</b>。</p><p>自去年5月以来,比特币涨幅达300%。但是最近比特币开始疯狂下跌,与4月份的盘中高点64000美元相比,比特币价格已经下跌了约30%。这劝退了不少想要新进场的投资者。人们不禁开始怀疑比特币能否成为成熟稳定的资产。</p><p>Wave Financial的高级交易员贾斯汀·楚(Justin Chuh)说道:</p><blockquote>“虽然我们都不希望看到这种情况出现,但是现在比特币的下跌是很正常的。”</blockquote><p>而Fundstrat Global Advisors的分析师David Grider则持相反的观点。在周一发布的一份报告中,他列举了九个比特币将会回弹的理由,比如,目前的空头已经足够多了,而且这种短期修正在这种加密货币狂潮中是很正常的。Grider还写道:</p><blockquote>“我们认为比特币价格已经接近短期底部,建议投资者不要过于恐慌而开始抛售比特币。”</blockquote><p>安克雷奇数字银行(Anchorage Digital Bank)是一家为机构投资者提供数字资产交易平台的公司。它的联合创始人迪奥戈·莫妮卡(Diogo Monica)表示,客户仍在增加加密货币持有量,因为他们认为“现在是很好的买入时机”。</p><p>加密货币交易所Luno的业务发展主管Vijay Ayyary也示,在比特币牛市期间,30%-40%的回调是“正常的”。Ayyar认为现在已经很接近底部了。</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>比特币跌幅扩大至18%!美股区块链板块盘前再度跳水</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比特币跌幅扩大至18%!美股区块链板块盘前再度跳水\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\">2021-05-19 20:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月19日讯,比特币跌幅扩大至18%,跌破35000美元/枚整数关口,日内连续跌破九道千元关口。</p><p>美股区块链板块盘前再度跳水,<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌17%,<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>跌15%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>均跌超10%。</p><p>目前,比特币不仅失去了马斯克的“宠爱”,还正面临多个利空消息夹击。</p><p>18日晚间,<b>央行出手发文,金融业三大协会发声</b>:虚拟货币交易服务涉嫌开展非法金融活动,将加强加密货币市场监管。</p><p>周二晚间,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>公布的最新基金经理月度调查结果显示,<b>有接近45%的受访基金经理认为5月市场最拥挤的交易是做多比特币</b>,与4月的27%相比出现了明显回升。早在今年1月的调查时,做多比特币就曾经被公认为是“最拥挤交易”。</p><p>技术面上,技术分析师此前就认为比特币会跌破40000美元关口。</p><p><img src=\"https://static.tigerbbs.com/b5926d80d98cc8afc4761a1102fcfd52\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>Evercore ISI的分析师Rich Ross认为,与其他投机性资产的价格走势类似,<b>比特币注定会跌破200日均线,回落至40000美元</b>。</p><p>其他分析师则认为比特币将会跌至更低点,因为<b>马斯克难以捉摸的推文会让传统的投资者望而却步,转而投资更加稳定的黄金资产</b>。</p><p>Tallbacken资本CEO迈克尔·珀维斯(Michael Purves)上个月准确预测了比特币的下跌。他指出,<b>现在越来越多的投资者已经开始看空比特币了</b>。</p><p>自去年5月以来,比特币涨幅达300%。但是最近比特币开始疯狂下跌,与4月份的盘中高点64000美元相比,比特币价格已经下跌了约30%。这劝退了不少想要新进场的投资者。人们不禁开始怀疑比特币能否成为成熟稳定的资产。</p><p>Wave Financial的高级交易员贾斯汀·楚(Justin Chuh)说道:</p><blockquote>“虽然我们都不希望看到这种情况出现,但是现在比特币的下跌是很正常的。”</blockquote><p>而Fundstrat Global Advisors的分析师David Grider则持相反的观点。在周一发布的一份报告中,他列举了九个比特币将会回弹的理由,比如,目前的空头已经足够多了,而且这种短期修正在这种加密货币狂潮中是很正常的。Grider还写道:</p><blockquote>“我们认为比特币价格已经接近短期底部,建议投资者不要过于恐慌而开始抛售比特币。”</blockquote><p>安克雷奇数字银行(Anchorage Digital Bank)是一家为机构投资者提供数字资产交易平台的公司。它的联合创始人迪奥戈·莫妮卡(Diogo Monica)表示,客户仍在增加加密货币持有量,因为他们认为“现在是很好的买入时机”。</p><p>加密货币交易所Luno的业务发展主管Vijay Ayyary也示,在比特币牛市期间,30%-40%的回调是“正常的”。Ayyar认为现在已经很接近底部了。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"MARA":"MARA Holdings","RIOT":"Riot Platforms","BTBT":"Bit Digital, Inc.","CAN":"嘉楠科技","EBON":"亿邦国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104359983","content_text":"5月19日讯,比特币跌幅扩大至18%,跌破35000美元/枚整数关口,日内连续跌破九道千元关口。美股区块链板块盘前再度跳水,Marathon Patent、Riot Blockchain跌17%,比特矿业跌15%,嘉楠科技、第九城市、亿邦国际、Bit Digital均跌超10%。目前,比特币不仅失去了马斯克的“宠爱”,还正面临多个利空消息夹击。18日晚间,央行出手发文,金融业三大协会发声:虚拟货币交易服务涉嫌开展非法金融活动,将加强加密货币市场监管。周二晚间,美国银行公布的最新基金经理月度调查结果显示,有接近45%的受访基金经理认为5月市场最拥挤的交易是做多比特币,与4月的27%相比出现了明显回升。早在今年1月的调查时,做多比特币就曾经被公认为是“最拥挤交易”。技术面上,技术分析师此前就认为比特币会跌破40000美元关口。Evercore ISI的分析师Rich Ross认为,与其他投机性资产的价格走势类似,比特币注定会跌破200日均线,回落至40000美元。其他分析师则认为比特币将会跌至更低点,因为马斯克难以捉摸的推文会让传统的投资者望而却步,转而投资更加稳定的黄金资产。Tallbacken资本CEO迈克尔·珀维斯(Michael Purves)上个月准确预测了比特币的下跌。他指出,现在越来越多的投资者已经开始看空比特币了。自去年5月以来,比特币涨幅达300%。但是最近比特币开始疯狂下跌,与4月份的盘中高点64000美元相比,比特币价格已经下跌了约30%。这劝退了不少想要新进场的投资者。人们不禁开始怀疑比特币能否成为成熟稳定的资产。Wave Financial的高级交易员贾斯汀·楚(Justin Chuh)说道:“虽然我们都不希望看到这种情况出现,但是现在比特币的下跌是很正常的。”而Fundstrat Global Advisors的分析师David Grider则持相反的观点。在周一发布的一份报告中,他列举了九个比特币将会回弹的理由,比如,目前的空头已经足够多了,而且这种短期修正在这种加密货币狂潮中是很正常的。Grider还写道:“我们认为比特币价格已经接近短期底部,建议投资者不要过于恐慌而开始抛售比特币。”安克雷奇数字银行(Anchorage Digital Bank)是一家为机构投资者提供数字资产交易平台的公司。它的联合创始人迪奥戈·莫妮卡(Diogo Monica)表示,客户仍在增加加密货币持有量,因为他们认为“现在是很好的买入时机”。加密货币交易所Luno的业务发展主管Vijay Ayyary也示,在比特币牛市期间,30%-40%的回调是“正常的”。Ayyar认为现在已经很接近底部了。","news_type":1,"symbols_score_info":{"BTBT":0.9,"BTCmain":0.9,"CAN":0.9,"EBON":0.9,"MARA":0.9,"RIOT":0.9,"XBTmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346811450,"gmtCreate":1618020302270,"gmtModify":1618020302270,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"为啥不罚腾讯?还是马爸爸太高调,得罪了天上人。","listText":"为啥不罚腾讯?还是马爸爸太高调,得罪了天上人。","text":"为啥不罚腾讯?还是马爸爸太高调,得罪了天上人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346811450","repostId":"1145816571","repostType":2,"repost":{"id":"1145816571","kind":"news","pubTimestamp":1618016831,"share":"https://www.laohu8.com/m/news/1145816571?lang=&edition=full","pubTime":"2021-04-10 09:07","market":"hk","language":"zh","title":"罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816571","media":"华尔街见闻","summary":"2020年12月,市场监管总局依据《反垄断法》对$阿里巴巴$集团控股有限公司在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。根据《反垄断法》第四十七条、第四十九条规定,综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素,2021年4月10日,市场监管总局依法作出行政处罚决定,责令阿里巴巴集团停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。","content":"<p>2020年12月,市场监管总局依据《反垄断法》对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团控股有限公司(以下简称阿里巴巴集团)在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。</p><p>市场监管总局成立专案组,在扎实开展前期工作基础上,对阿里巴巴集团进行现场检查,调查询问相关人员,查阅复制有关文件资料,获取大量证据材料;对其他竞争性平台和平台内商家广泛开展调查取证;对本案证据材料进行深入核查和大数据分析;组织专家反复深入开展案件分析论证;多次听取阿里巴巴集团陈述意见,保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。</p><p>经查,阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来,阿里巴巴集团滥用该市场支配地位,对平台内商家提出“二选一”要求,禁止平台内商家在其他竞争性平台开店或参加促销活动,并借助市场力量、平台规则和数据、算法等技术手段,采取多种奖惩措施保障“二选一”要求执行,维持、增强自身市场力量,获取不正当竞争优势。</p><p>调查表明,<b>阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争,妨碍了商品服务和资源要素自由流通,影响了平台经济创新发展,侵害了平台内商家的合法权益,损害了消费者利益,构成《反垄断法》第十七条第一款第(四)项禁止“没有正当理由,限定交易相对人只能与其进行交易”的滥用市场支配地位行为</b>。</p><p>根据《反垄断法》第四十七条、第四十九条规定,综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素,2021年4月10日,市场监管总局依法作出行政处罚决定,<b>责令阿里巴巴集团停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元</b>。同时,按照《行政处罚法》坚持处罚与教育相结合的原则,向阿里巴巴集团发出《行政指导书》,要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改,并连续三年向市场监管总局提交自查合规报告。</p><p>【相关阅读】</p><p><a href=\"https://laohu8.com/NW/1141772391\" target=\"_blank\">阿里巴巴发布《致客户和公众的一封信》:为商家创造更开放更公平的平台环境</a></p>","source":"highlight_wallstreetcn","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>罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 09:07 北京时间 <a href=https://wallstreetcn.com/articles/3627208><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年12月,市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司(以下简称阿里巴巴集团)在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组,在扎实开展前期工作基础上,对阿里巴巴集团进行现场检查,调查询问相关人员,查阅复制有关文件资料,获取大量证据材料;对其他竞争性平台和平台内商家广泛开展调查取证;对本案证据材料进行深入核查和大数据分析;组织专家反复深入开展...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3627208","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145816571","content_text":"2020年12月,市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司(以下简称阿里巴巴集团)在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组,在扎实开展前期工作基础上,对阿里巴巴集团进行现场检查,调查询问相关人员,查阅复制有关文件资料,获取大量证据材料;对其他竞争性平台和平台内商家广泛开展调查取证;对本案证据材料进行深入核查和大数据分析;组织专家反复深入开展案件分析论证;多次听取阿里巴巴集团陈述意见,保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。经查,阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来,阿里巴巴集团滥用该市场支配地位,对平台内商家提出“二选一”要求,禁止平台内商家在其他竞争性平台开店或参加促销活动,并借助市场力量、平台规则和数据、算法等技术手段,采取多种奖惩措施保障“二选一”要求执行,维持、增强自身市场力量,获取不正当竞争优势。调查表明,阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争,妨碍了商品服务和资源要素自由流通,影响了平台经济创新发展,侵害了平台内商家的合法权益,损害了消费者利益,构成《反垄断法》第十七条第一款第(四)项禁止“没有正当理由,限定交易相对人只能与其进行交易”的滥用市场支配地位行为。根据《反垄断法》第四十七条、第四十九条规定,综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素,2021年4月10日,市场监管总局依法作出行政处罚决定,责令阿里巴巴集团停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。同时,按照《行政处罚法》坚持处罚与教育相结合的原则,向阿里巴巴集团发出《行政指导书》,要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改,并连续三年向市场监管总局提交自查合规报告。【相关阅读】阿里巴巴发布《致客户和公众的一封信》:为商家创造更开放更公平的平台环境","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496614402113640,"gmtCreate":1762266917291,"gmtModify":1762266919301,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a 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跌到20必抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/420123008172064","isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494290837684665","authorId":"3494290837684665","name":"墨白纵横","avatar":"https://static.tigerbbs.com/5044abc0877a58a720d306ce5e0ba7b5","crmLevel":2,"crmLevelSwitch":1,"idStr":"3494290837684665","authorIdStr":"3494290837684665"},"content":"等着吧,我觉得他永远跌不到20了","text":"等着吧,我觉得他永远跌不到20了","html":"等着吧,我觉得他永远跌不到20了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104405746,"gmtCreate":1620401221785,"gmtModify":1620401221785,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"<a 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