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03-06

今天不打爆空头

格隆汇沽空预警榜 | 3月4日

02-28

$小米集团-W(01810)$ 这个是交易了么

2024-10-16

$七牛智能(02567)$ 骗子市场

2024-10-16

$七牛智能(02567)$ 太狠了，直接割韭菜

2023-11-23

$快狗打车(02246)$ 已经开始烂摆，能做空就做空吧

2023-07-07

这是要垄断啊

《汽车行业维护公平市场秩序承诺书》正式签署

2022-10-27

$快手-W(01024)$真神奇

2022-10-24

$快手-W(01024)$这这这

2022-10-21

$快手-W(01024)$要退市么？

2022-08-05

$快狗打车(02246)$割肉离场再也不见

2022-08-01

$快狗打车(02246)$是准备退市了吧

2022-07-25

$快狗打车(02246)$真是狗

2021-12-04

$阿里巴巴(BABA)$要死人啊

2021-11-26

$捷心隆(02115)$哈哈又一波韭菜

2021-08-20

$N电信(601728)$托市了，能跑就跑

2021-06-18

评论不显示

抱歉，原内容已删除

2021-06-09

$立德教育(01449)$一日游

2021-06-03

发帖不显示？

2021-05-28

专门割韭菜的地方

深交所下调股票上市费收费标准

2021-05-26

出口要完

升破6.39元！离岸人民币直线上涨，利好A股这些板块

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/02443\">汽车街</a>(02443)、<a href=\"https://laohu8.com/S/01541\">宜明昂科-B</a>(01541)的偏离值排名前三位，分别为18.18、12.19、8.00。</p> <p>具体情况如下：</p> <p>前十大沽空比率排行</p> <table border=\"1\" cellpadding=\"0\" cellspacing=\"0\"> <tbody> <tr><th>股票名称</th><th>沽空金额</th><th>沽空比率↓</th><th>偏离倍数</th></tr> <tr><td><a href=\"https://laohu8.com/S/02826\">GX中国云算</a>-U(09826)</td><td>2.78万</td><td>100.00%</td><td>3.07</td></tr><tr><td><a href=\"https://laohu8.com/S/09817\">PP国债-U</a>(09817)</td><td>364.00</td><td>100.00%</td><td>1.39</td></tr><tr><td><a href=\"https://laohu8.com/S/03189\">易方达白酒</a>-R(83189)</td><td>2.20万</td><td>100.00%</td><td>1.37</td></tr><tr><td><a href=\"https://laohu8.com/S/03077\">PP美国库</a>A-U(09078)</td><td>2.31万</td><td>100.00%</td><td>1.00</td></tr><tr><td><a href=\"https://laohu8.com/S/83053\">A南方港元-R</a>(83053)</td><td>13.93万</td><td>100.00%</td><td>1.09</td></tr><tr><td><a href=\"https://laohu8.com/S/09806\">GX中国消费-U</a>(09806)</td><td>2.74万</td><td>100.00%</td><td>2.67</td></tr><tr><td>PP美国库(03077)</td><td>1.96万</td><td>100.00%</td><td>1.26</td></tr><tr><td><a href=\"https://laohu8.com/S/09829\">安硕中国国债-U</a>(09829)</td><td>74.00</td><td>98.67%</td><td>1.00</td></tr><tr><td><a href=\"https://laohu8.com/S/03133\">南方沪深三百</a>(03133)</td><td>29.07万</td><td>93.01%</td><td>1.86</td></tr><tr><td><a href=\"https://laohu8.com/S/03153\">南方日经225</a>(03153)</td><td>3.09万</td><td>83.05%</td><td>1.76</td></tr> </tbody> </table> <p>前十大沽空金额排行</p> <table border=\"1\" cellpadding=\"0\" cellspacing=\"0\"> <tbody> <tr><th>股票名称</th><th>沽空金额↓</th><th>沽空比率</th><th>偏离倍数</th></tr> <tr><td><a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)</td><td>89.96亿</td><td>51.92%</td><td>2.06</td></tr><tr><td><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>-W(09988)</td><td>42.89亿</td><td>25.23%</td><td>1.52</td></tr><tr><td>小米集团-W(01810)</td><td>31.53亿</td><td>18.60%</td><td>1.01</td></tr><tr><td><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700)</td><td>25.34亿</td><td>16.74%</td><td>1.37</td></tr><tr><td><a href=\"https://laohu8.com/S/03033\">南方恒生科技</a>(03033)</td><td>22.57亿</td><td>28.67%</td><td>0.84</td></tr><tr><td><span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span>(00981)</td><td>12.60亿</td><td>12.08%</td><td>1.09</td></tr><tr><td><a href=\"https://laohu8.com/S/02800\">盈富基金</a>(02800)</td><td>11.52亿</td><td>5.03%</td><td>0.23</td></tr><tr><td><a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>(02828)</td><td>8.52亿</td><td>4.24%</td><td>0.16</td></tr><tr><td><a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>(02015)</td><td>8.05亿</td><td>28.52%</td><td>1.30</td></tr><tr><td><a href=\"https://laohu8.com/S/07226\">XL二南方恒科</a>(07226)</td><td>8.02亿</td><td>40.31%</td><td>2.61</td></tr> </tbody> </table> <p>前十大沽空偏离值排行</p> <table border=\"1\" cellpadding=\"0\" cellspacing=\"0\"> <tbody> <tr><th>股票名称</th><th>沽空金额</th><th>沽空比率</th><th>偏离倍数↓</th></tr> <tr><td>宜搜科技(02550)</td><td>81.23万</td><td>1.55%</td><td>18.18</td></tr><tr><td>汽车街(02443)</td><td>209.86万</td><td>3.41%</td><td>12.19</td></tr><tr><td>宜明昂科-B(01541)</td><td>149.33万</td><td>5.55%</td><td>8.00</td></tr><tr><td><a href=\"https://laohu8.com/S/00071\">美丽华酒店</a>(00071)</td><td>8.01万</td><td>24.33%</td><td>4.85</td></tr><tr><td><a href=\"https://laohu8.com/S/01698\">腾讯音乐-SW</a>(01698)</td><td>398.68万</td><td>30.41%</td><td>4.58</td></tr><tr><td><span><a href=\"https://laohu8.com/S/600958\">东方证券</a></span>(03958)</td><td>553.85万</td><td>22.38%</td><td>4.37</td></tr><tr><td><a href=\"https://laohu8.com/S/02232\">晶苑国际</a>(02232)</td><td>53.24万</td><td>20.56%</td><td>4.27</td></tr><tr><td><a href=\"https://laohu8.com/S/00290\">国富创新</a>(00290)</td><td>14.57万</td><td>3.59%</td><td>4.10</td></tr><tr><td><a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>(06660)</td><td>172.21万</td><td>5.84%</td><td>3.97</td></tr><tr><td><a href=\"https://laohu8.com/S/08083\">有赞</a>(08083)</td><td>131.99万</td><td>27.85%</td><td>3.89</td></tr> </tbody> </table> <p>#偏离倍数为昨日沽空比例/2月日均沽空</p><p>备注：以上数据由格隆汇数据中心根据港交所数据加工计算所得，并不保证100%精确。</p>\n<div>\n<div>\n</div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>格隆汇沽空预警榜 | 3月4日</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格隆汇沽空预警榜 | 3月4日\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 02:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.jrj.com.cn/2025/03/06021548550907.shtml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇勾股大数据显示，上一交易日大市沽空比例为18.62%，过去两个月大市日均沽空比例为17.31%。 其中，GX中国云算-U(09826)、易方达白酒-R(83189)、PP美国库A-U(09078)沽空比率排名前三位，分别为100.00%、100.00%、100.00%。 比亚迪股份(01211)、阿里巴巴-W(09988)、小米集团-W(01810)的沽空金额排名前三位，分别为89.96亿、...</p>\n\n<a href=\"https://finance.jrj.com.cn/2025/03/06021548550907.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","81211":"比亚迪股份-R","81810":"小米集团-WR","83053":"A南方港元-R","83189":"易方达白酒-R","89988":"阿里巴巴-WR","03077":"PP美国库","09817":"PP国债-U","01698":"腾讯音乐-SW","02800":"盈富基金","HBBD.SI":"Alibaba HK SDR 5to1","BYDDY":"比亚迪ADR","09826":"GX中国云算-U","02232":"晶苑国际","09829":"安硕中国国债-U","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","01541":"宜明昂科-B","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","BABA":"阿里巴巴","06660":"艾美疫苗","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","002594":"比亚迪","02828":"恒生中国企业","03153":"南方日经225","HTCD.SI":"Tencent HK SDR 10to1","03033":"南方恒生科技","01810":"小米集团-W","01211":"比亚迪股份","02443":"汽车街","08083":"有赞","03133":"南方沪深三百","03189":"易方达白酒","HXXD.SI":"Xiaomi HK 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GX中国云算-U(09826)2.78万100.00%3.07PP国债-U(09817)364.00100.00%1.39易方达白酒-R(83189)2.20万100.00%1.37PP美国库A-U(09078)2.31万100.00%1.00A南方港元-R(83053)13.93万100.00%1.09GX中国消费-U(09806)2.74万100.00%2.67PP美国库(03077)1.96万100.00%1.26安硕中国国债-U(09829)74.0098.67%1.00南方沪深三百(03133)29.07万93.01%1.86南方日经225(03153)3.09万83.05%1.76   前十大沽空金额排行   股票名称沽空金额↓沽空比率偏离倍数 比亚迪股份(01211)89.96亿51.92%2.06阿里巴巴-W(09988)42.89亿25.23%1.52小米集团-W(01810)31.53亿18.60%1.01腾讯控股(00700)25.34亿16.74%1.37南方恒生科技(03033)22.57亿28.67%0.84中芯国际(00981)12.60亿12.08%1.09盈富基金(02800)11.52亿5.03%0.23恒生中国企业(02828)8.52亿4.24%0.16理想汽车-W(02015)8.05亿28.52%1.30XL二南方恒科(07226)8.02亿40.31%2.61   前十大沽空偏离值排行   股票名称沽空金额沽空比率偏离倍数↓ 宜搜科技(02550)81.23万1.55%18.18汽车街(02443)209.86万3.41%12.19宜明昂科-B(01541)149.33万5.55%8.00美丽华酒店(00071)8.01万24.33%4.85腾讯音乐-SW(01698)398.68万30.41%4.58东方证券(03958)553.85万22.38%4.37晶苑国际(02232)53.24万20.56%4.27国富创新(00290)14.57万3.59%4.10艾美疫苗(06660)172.21万5.84%3.97有赞(08083)131.99万27.85%3.89   #偏离倍数为昨日沽空比例/2月日均沽空备注：以上数据由格隆汇数据中心根据港交所数据加工计算所得，并不保证100%精确。","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408427650171464,"gmtCreate":1740731539185,"gmtModify":1740731541285,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 这个是交易了么","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 这个是交易了么","text":"$小米集团-W(01810)$ 这个是交易了么","images":[{"img":"https://static.tigerbbs.com/cf574a0ba18e979051ecf181a69872b3","width":"1080","height":"585"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/408427650171464","isVote":1,"tweetType":1,"viewCount":4951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582594459199417","authorId":"3582594459199417","name":"沉睡的老虎","avatar":"https://static.tigerbbs.com/9d0975c767d6b775b9033cc5462b8a67","crmLevel":5,"crmLevelSwitch":0,"idStr":"3582594459199417","authorIdStr":"3582594459199417"},"content":"这个应该是机构买入的吧","text":"这个应该是机构买入的吧","html":"这个应该是机构买入的吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360495865368872,"gmtCreate":1729052191194,"gmtModify":1729052192706,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02567\">$七牛智能(02567)$ </a> 骗子市场","listText":"<a href=\"https://laohu8.com/S/02567\">$七牛智能(02567)$ </a> 骗子市场","text":"$七牛智能(02567)$ 骗子市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360495865368872","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360546477154344,"gmtCreate":1729042480908,"gmtModify":1729042482116,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02567\">$七牛智能(02567)$ </a> 太狠了，直接割韭菜","listText":"<a href=\"https://laohu8.com/S/02567\">$七牛智能(02567)$ </a> 太狠了，直接割韭菜","text":"$七牛智能(02567)$ 太狠了，直接割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360546477154344","isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244510370644168,"gmtCreate":1700709598790,"gmtModify":1700709713085,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02246\">$快狗打车(02246)$ &nbsp;</a>已经开始烂摆，能做空就做空吧","listText":"<a href=\"https://laohu8.com/S/02246\">$快狗打车(02246)$ &nbsp;</a>已经开始烂摆，能做空就做空吧","text":"$快狗打车(02246)$ 已经开始烂摆，能做空就做空吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244510370644168","isVote":1,"tweetType":1,"viewCount":1868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195231087567088,"gmtCreate":1688696775010,"gmtModify":1688696776323,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"这是要垄断啊","listText":"这是要垄断啊","text":"这是要垄断啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195231087567088","repostId":"1185279172","repostType":4,"repost":{"id":"1185279172","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":1688613374,"share":"https://www.laohu8.com/m/news/1185279172?lang=&edition=full","pubTime":"2023-07-06 11:16","market":"sh","language":"zh","title":"《汽车行业维护公平市场秩序承诺书》正式签署","url":"https://stock-news.laohu8.com/highlight/detail?id=1185279172","media":"老虎资讯综合","summary":"7月6日上午，中国汽车论坛的大会论坛召开。为维护良好的汽车市场秩序，共同营造良好消费环境，积极稳定和促进汽车消费，在有关部门见证下，中国汽车工业协会携一汽、东风、上汽、长安、北汽、广汽、中国重汽、奇瑞、江淮、吉利、长城、比亚迪、蔚来、理想、小鹏、特斯拉企业高层联合签署了《汽车行业维护公平市场秩序承诺书》。","content":"<html><head></head><body><p>7月6日上午，中国汽车论坛的大会论坛召开。为维护良好的汽车市场秩序，共同营造良好消费环境，积极稳定和促进汽车消费，在有关部门见证下，中国汽车工业协会携一汽、东风、上汽、长安、北汽、广汽、<a href=\"https://laohu8.com/S/000951\">中国重汽</a>、奇瑞、江淮、吉利、长城、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>企业高层联合签署了《汽车行业维护公平市场秩序承诺书》。</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\" 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11:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月6日上午，中国汽车论坛的大会论坛召开。为维护良好的汽车市场秩序，共同营造良好消费环境，积极稳定和促进汽车消费，在有关部门见证下，中国汽车工业协会携一汽、东风、上汽、长安、北汽、广汽、<a href=\"https://laohu8.com/S/000951\">中国重汽</a>、奇瑞、江淮、吉利、长城、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>企业高层联合签署了《汽车行业维护公平市场秩序承诺书》。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185279172","content_text":"7月6日上午，中国汽车论坛的大会论坛召开。为维护良好的汽车市场秩序，共同营造良好消费环境，积极稳定和促进汽车消费，在有关部门见证下，中国汽车工业协会携一汽、东风、上汽、长安、北汽、广汽、中国重汽、奇瑞、江淮、吉利、长城、比亚迪、蔚来、理想、小鹏、特斯拉企业高层联合签署了《汽车行业维护公平市场秩序承诺书》。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665064974,"gmtCreate":1666843644898,"gmtModify":1666843645947,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"<a 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15:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>深交所：自2021年6月1日起，本所在现有股票上市费收费标准基础上，暂免收取总股本在4亿至8亿（含）之间上市公司的上市初费、上市年费。</p><p><img src=\"https://static.tigerbbs.com/5393b98477006131e32767aa2628d93b\" tg-width=\"959\" tg-height=\"688\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104176610","content_text":"深交所：自2021年6月1日起，本所在现有股票上市费收费标准基础上，暂免收取总股本在4亿至8亿（含）之间上市公司的上市初费、上市年费。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136843244,"gmtCreate":1622009152388,"gmtModify":1622011419898,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"出口要完","listText":"出口要完","text":"出口要完","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136843244","repostId":"2138011838","repostType":4,"repost":{"id":"2138011838","kind":"news","pubTimestamp":1622006895,"share":"https://www.laohu8.com/m/news/2138011838?lang=&edition=full","pubTime":"2021-05-26 13:28","market":"hk","language":"zh","title":"升破6.39元！离岸人民币直线上涨，利好A股这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2138011838","media":"中国证券报-中证网","summary":"26日，人民币汇率中间价大幅上调至6.4099，创下近3年新高；离岸人民币汇率直线飙升，升破6.39元；在岸人民币汇率时隔3年也重回6.4元上方。25日，离岸人民币汇率盘中一度升值150余点，突破6.4元，最高至6.3944元；在岸人民币对美元即期汇率16:30收盘报6.4078元，升215点。据统计，从4月初低点以来，离岸人民币汇率已升值超过1800点，幅度接近3%。野村东方国际研究报告指出，人民币汇率升值或是25日股指大涨的诱因。","content":"<div>\n<p>市场价涨，中间价跟涨；中间价涨，市场价再涨。人民币汇率升值已不可阻挡？26日，人民币汇率中间价大幅上调至6.4099，创下近3年新高；离岸人民币汇率直线飙升，升破6.39元；在岸人民币汇率时隔3年也重回6.4元上方。截至上午11:30，离岸汇率最高至6.3877元，在岸汇率最高至6.3943元。那么，这一轮人民币汇率升值是主动引导的吗？升值能抵抗通胀吗？能持续吗？对A股有啥影响？主动推升？在今日...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2021-05-26/doc-ikmxzfmm4757245.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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>升破6.39元！离岸人民币直线上涨，利好A股这些板块</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; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #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升破6.39元！离岸人民币直线上涨，利好A股这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 13:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2021-05-26/doc-ikmxzfmm4757245.shtml><strong>中国证券报-中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场价涨，中间价跟涨；中间价涨，市场价再涨。人民币汇率升值已不可阻挡？26日，人民币汇率中间价大幅上调至6.4099，创下近3年新高；离岸人民币汇率直线飙升，升破6.39元；在岸人民币汇率时隔3年也重回6.4元上方。截至上午11:30，离岸汇率最高至6.3877元，在岸汇率最高至6.3943元。那么，这一轮人民币汇率升值是主动引导的吗？升值能抵抗通胀吗？能持续吗？对A股有啥影响？主动推升？在今日...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2021-05-26/doc-ikmxzfmm4757245.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b5925995e7b9f0e0f28724e9322d253","relate_stocks":{},"source_url":"https://finance.sina.com.cn/wm/2021-05-26/doc-ikmxzfmm4757245.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2138011838","content_text":"市场价涨，中间价跟涨；中间价涨，市场价再涨。人民币汇率升值已不可阻挡？26日，人民币汇率中间价大幅上调至6.4099，创下近3年新高；离岸人民币汇率直线飙升，升破6.39元；在岸人民币汇率时隔3年也重回6.4元上方。截至上午11:30，离岸汇率最高至6.3877元，在岸汇率最高至6.3943元。那么，这一轮人民币汇率升值是主动引导的吗？升值能抵抗通胀吗？能持续吗？对A股有啥影响？主动推升？在今日人民币汇率中间价调升之前，离岸和在岸人民币对美元市场汇率均已先行升至近3年的高位。25日，离岸人民币汇率盘中一度升值150余点，突破6.4元，最高至6.3944元；在岸人民币对美元即期汇率16:30收盘报6.4078元，升215点。不过在随后的交易中，在岸和离岸人民币汇率均有所回调，25日收盘，离岸汇率报6.4121元，在岸汇率23:30报6.4200元。值得注意的是，在人民币对美元汇率先升值再回调的过程中，美元指数非常合拍地上演先抑后扬的走势，清晰地揭示了短期人民币汇率走势背后的“美元因素”。中国银行研究院高级研究员王有鑫分析，25日离岸人民币汇率飙升主要受两方面因素驱动：一是美元指数午后一度快速下行至89.5附近，促使人民币被动升值；二是中国资本市场表现较好，股汇联动下跨境资金加快涌入，刺激人民币汇率走强。在这两方面因素中，中信建投宏观固收首席分析师黄文涛认为，美元走弱是主因，理由在于：近期人民币升值幅度远小于美元指数跌幅，同时人民币对多个非美主要货币呈现贬值态势。“人民币主动、单边升值的证据不足。”据统计，从4月初低点以来，离岸人民币汇率已升值超过1800点，幅度接近3%。然而，同期美元指数下跌了将近4%。升值能抵抗通胀吗？近期人民币汇率升值，正好伴随大宗商品价格连续上涨。市场有观点称，可通过人民币升值对冲国际大宗商品涨价带来的输入性通胀压力。国盛证券固收首席分析师杨业伟认为，输入性通胀是目前要应对的问题，而在宏观政策选择方面汇率比利率更有效。首先，当前通胀是输入性的，加息难抑制国际大宗商品价格，升值则能有效控制以人民币计价的大宗商品价格上涨压力。其次，当前外需强劲内需偏弱，加息会加剧内需压力，而外需强劲对升值承受力较强。再次，升值也是应对美国无节制发行货币的有效之举。杨业伟认为，面对当前的通胀压力，央行将更多以升值，而非加息或引导利率上行应对。市场上也存在不同的看法。东吴证券首席宏观分析师陶川指出，人民币汇率升值往往对应着美元贬值，而美元贬值会造成主要以美元计价的大宗商品价格进一步上涨，这一涨一跌的最终结果并不明确。陶川认为，当前并不是使用汇率工具的时间窗口。首先，今年要推动人民币更大幅度升值，可能需要靠加息才行，但当前加息的条件并不成熟。其次，汇率升值对于小型企业的冲击较大，与稳企业保就业的政策基调相悖。最后，当前价格传导的不畅会削弱下游中小企业吸收汇率升值冲击的能力。升值会持续吗？此轮人民币升值已持续近两个月，这一趋势会否延续？机构看法存在分歧。黄文涛认为，由于近期人民币汇率走势主要受美元走势影响，美元弱意味着人民币大概率仍将强势。中信证券研究所副所长明明称，结合我国强劲出口、美国实际利率走低以及美联储整体偏鸽态度等因素判断，人民币汇率仍具备升值空间。中金公司报告提示，美元指数的走弱是近期人民币兑美元汇率升值的重要推动因素。长远来看，美国经济复苏将推高实际利率，进而支撑美元。预计人民币未来进一步升值的空间可能有限，需警惕一定程度的回调风险。陶川表示，随着下半年美联储政策退坡预期升温，有理由相信美元当前的跌势不可持续。不过，人民币汇率市场本身具备较大的“惯性”，容易涨过头或跌过头。国际金融专家赵庆明说：“人民币汇率不会大升或大贬，‘进入新升值周期’的言论更是不切合实际。无论从国际上主要货币汇率的走势，还是过去几年人民币汇率的表现来看，涨涨跌跌才是常态。”升值如何影响股市？市场人士分析，人民币升值对国内股市总体构成利好，主要从两个链条产生影响：一是通过汇兑损益影响企业经营和财务表现；二是吸引外资流入。25日北上资金大幅净流入217.2亿元，创历史单日流入之最。A股大涨的同时，富时A50指数大涨4.5%。野村东方国际研究报告指出，人民币汇率升值或是25日股指大涨的诱因。“随着中国自身经济实力的增强、人民币国际化以及金融市场持续开放，人民币资产配置价值将有所提升。”明明分析，北向资金流入A股规模将逐步扩大。广发证券策略研究团队认为，人民币汇率升值将成为A股突破箱体震荡的推手。具体到板块上，综合机构观点看，人民币升值相对利好外债多、出口多、进口原料多等三类企业，航空、金融、地产、机械设备、家用电器、有色金属、化工、纺织服装、建筑装饰、汽车、造纸、钢铁、石油石化等行业是典型代表。此外黄文涛表示，流入债市的外资节奏与汇率相关性明显，强势人民币会给债市带来更多支撑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":408427650171464,"gmtCreate":1740731539185,"gmtModify":1740731541285,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"<a 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这个是交易了么","images":[{"img":"https://static.tigerbbs.com/cf574a0ba18e979051ecf181a69872b3","width":"1080","height":"585"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/408427650171464","isVote":1,"tweetType":1,"viewCount":4951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582594459199417","authorId":"3582594459199417","name":"沉睡的老虎","avatar":"https://static.tigerbbs.com/9d0975c767d6b775b9033cc5462b8a67","crmLevel":5,"crmLevelSwitch":0,"idStr":"3582594459199417","authorIdStr":"3582594459199417"},"content":"这个应该是机构买入的吧","text":"这个应该是机构买入的吧","html":"这个应该是机构买入的吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":991567381,"gmtCreate":1564984244843,"gmtModify":1704708001868,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","authorIdStr":"3522926368588062"},"themes":[],"htmlText":"<a 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src=\"https://static.tigerbbs.com/216f727f816baacf611bdcdda3b464d3\" tg-width=\"553\" tg-height=\"290\"></p><p><b>那是一个“资本意志”压制“企业家精神”的时代——</b></p><p>对金融杠杆的追逐来自对“几何级增长”的普遍渴求。在大多数情形下，指数级增长对一家科技公司当然是一个符合科学和逻辑的追求——<b>前提是它的增长节奏和增长目标，被企业的创始人和企业家本身，以符合市场规律的方式掌控。</b></p><p><b>而事实上，过去几年，在网约车、共享单车、智慧零售和长租公寓等领域，真正驱动“指数级增长”的并不是企业家的意志、用户需求和市场反应的结果，而是资本的意志。</b>传说中的“资本永不眠”，从没缺席过收割一个又一个他们自己强行制造的风口。在这个过程中，有被资本意志捆绑着无可奈何地往前走的企业家，也有从一开始就乔装打扮成企业家的资本玩家，更不乏资本玩家和企业家从一开始就充满默契的合谋。无论是哪种情况，都不是“企业家精神”的胜利，都是“资本意志”压制并绑架了“企业家精神”的结果。</p><p><b>它们创造了千奇百怪、没补贴就不增长、不赚钱的“生意”</b>：乐视卖一部手机就亏几百块，但它仍然在做。无论摩拜还是ofo小黄车，骑的人越多，单次骑行亏的就越多——如果押金不变成金融杠杆的话，现金流就永远是负数。瑞幸咖啡也是建立在大量的优惠券和补贴诱导消费的基础上的，否则<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>不香吗？蛋壳公寓也一样，无论它再怎么瞒着你帮你背上了债，但看上去确实是有“免租金”优惠的，要不那么“漂亮”的增长数据是怎么出来的呢？就连已经在资本意志局中逃出生天的滴滴，也是直到这两年基本摆脱了绑架之后才真正地做了点自己的事，创始人才看上去更像是一名企业家了。</p><p>当“一补贴就亏损，不补贴就没人用”变成乐视、瑞幸、ofo和蛋壳们的常态，你再怎么矫饰也很难说它是一个“理解用户需求的”和“符合市场规律”的商业，但这并不妨碍资本在其中游刃有余地套利——瑞幸和蛋壳的闪电上市，是吸取了乐视和ofo们“夜长梦多”的教训，背后的投资机构有了快速套现退出的可能——至于今后是不是造假败露和一地债务鸡毛，谁关心呢。</p><p><b>资本并不真正在意科技创新，也并不真心拥抱“市场经济”，过去几年，更多资本的意志，把一个原本可以按照市场规律科学成长的行业和一家公司，逼到一条疾速行驶的赛道上</b>，用各种竞争和各种资源催熟它，让行业变得前所未有地“内卷”，以求得自己的快速退出套现，也造成了前所未有的金钱和资源浪费——摩拜被美团收购让投资人都赚到了钱，但并没有带来一个更大的绿色出行市场，反而制造了大量的破旧单车垃圾；瑞幸也并没有真正改变咖啡本身；蛋壳公寓更是让一些年轻人的生活变得更糟糕了。但是它们的投资人，也就是资本都赚到钱了。</p><p>“资本意志”不仅剥夺了年轻人的快乐，也扭曲了市场，剥夺了企业家的自主性和“企业家精神”。<b>我们所在的这个国家、这个社会比任何时候都需要企业家精神</b>，去研制芯片、去改变零售、去用数字和智能升级农业和制造业，去用自动驾驶和清洁能源改变出行，去创造世界而不是浪费资源。“企业家精神”固然需要资本的支持和加码，但一旦资本意志凌驾了企业家精神，事情就起了变化。<b>利用资本而警惕资本、节制资本，是企业家精神能够存续的前提。</b></p><p>乐视、ofo、瑞幸和蛋壳们的陆续倒掉，是虚拟经济霸凌实体经济力不从心，金融杠杆逐渐失灵，资本意志呼风唤雨能力不再的开始，也拉开了一个时代落下的帷幕。一切该结束了。新的世界该开始了。</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>从乐视到ofo，从瑞幸到蛋壳，一个时代该落幕了</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; 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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从乐视到ofo，从瑞幸到蛋壳，一个时代该落幕了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042259862\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b02e1edb8fd87972c9239aa3a01b9bc8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">品玩 </p>\n<p class=\"h-time\">2020-11-26 09:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>的“暴雷”，让这个冬天更冷。</p><p>交了押金和房租的青年人被没有收到房租的房东强行驱赶，面临无家可归的窘境；还在蛋壳公寓的暗中操作下，背上了“锅从天上来”的租金贷。面对这一切，蛋壳官方拿不出任何行之有效的解决方案，放任事态的扩大，制造了人道灾难，也深化了自己的危机。没人知道这一切该如何收场——<b>在经历过ofo小黄车押金和P2P信贷暴雷之后，拜蛋壳所赐，这届青年人跌落到更深重的财务陷阱里，爬出来都难。</b></p><p><img src=\"https://static.tigerbbs.com/d4da4c42310f98dc2d6b2409f7a75083\" tg-width=\"1080\" tg-height=\"607\">▲贴在墙上的要求退还租金的条幅，图片来源于网络</p><p>近两年，顶着“科技创新”和“互联网思维”之名的公司面临严重的公众信任危机和道德质疑，是一个事实，也是咎由自取的结果。“算法黑箱”和人脸识别是如何偷窥和掌控人们日常生活的，已经成了这些信任危机和道德质疑当中的高级话题。<b>更普遍和更低级的道德和信任危机，来自那些打着“科技公司”名号的金融公司和做市公司，窃取了普通人的存款，打乱了普通人的生活，断送了青年人的希望，让贫者更无立锥之地</b>——而数量可观的明星创业者、知名风险投资和股权投资机构和特定的科技巨头，都参与了这个共谋。</p><p>在这个摧枯拉朽的破坏性进程中，诞生并倒下了四家具备典型命运的公司——<b>乐视、ofo、<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>和蛋壳公寓，它们的兴起，掩映着一个旧时代饕餮盛宴最后的疯狂；它们的倒下，推动着一个旧时代游戏规则宿命的瓦解。</b></p><p>一个时代该落幕了。</p><p><b>那是一个实体经济被虚拟经济“带偏了”的时代</b>——</p><p>如果没有“生态化反”的“超前”互联网思维，乐视可能还在安静地研发数字电视，活得可能还不错，跟小米可能还得多干几年仗；但它就倒在了太有互联网思维，太想靠“生态化反”的虚拟概念圈很多钱，然后一招制胜上。如果对“绿色出行”真的有那么一丝丝敬畏，ofo和摩拜单车就不会忙着打融资战，用所谓“互联网”的方式把城市的每一个犄角旮旯恨不得都铺上自己的车，制造了新的工业污染，破坏了环境，也引爆了自己的债务。如果真的想认认真真地做一杯咖啡，那么瑞幸咖啡完全应该赢得尊重，可它偏偏要宣称自己做的“其实不是咖啡”，而是“智慧零售平台”，玩儿命往互联网新零售的堆儿里扎，最后商业骗局彻底败露。如果蛋壳公寓真的如它描绘的愿景那样，为每一个初出茅庐青年人提供一个蛋壳般的空间保护，就应该真正从商业模式上尊重它的用户们，不至于让他们背负债务，颠沛流离。<b>在自己本来该做什么，实际却做了什么的问题上，这些公司错得太离谱了。</b></p><p>它们离谱就离谱在明明选择了一条实体经济的赛道，却要用互联网思维霸凌实体经济，榨取和抽空实体经济的养分和活力；而不是谦卑一点，用互联网和新技术赋予实体经济更强大的实力和竞争力。事实上，这几家公司本身在技术上就乏善可陈，用数据、模型化和标准化的方式升级实体经济的能力相当有限，却自觉高人一等，希望用“互联网式”的运营手段和营销噱头，抬高自己的身价；掏取实体经济的用户和资源，填充自己强行构造的、虚头八脑的虚拟经济外壳，从而食人而肥。当实体经济遇到新技术和互联网，本该是一次新生；但一旦它遇到的不是技术的创新者，而是化身赋能者的噬血者，它被剥夺的将是整条生命。</p><p><b>那是一个金融和杠杆手段大行其道的时代——</b></p><p><b>正因为实体经济被虚拟经济霸凌，故而其无论是生存，抑或是“指数级级增长”，都势必依赖更多的金融和杠杆手段，这就导致“新型金融服务”无孔不入地渗透到了这些所谓的“新经济”实体当中，催生它们的增长，也侵蚀它们的肌体</b>。2016年底，乐视财务危机初现，为了给自己的“生态化反”输血，首先想到的招数就是跟地方政府合办银行；谢天谢地这个动议被地方政府婉拒，否则将酿成更大的社会性债务危机。导致ofo最终挤兑和暴雷的，也是它的押金池问题，估计哪个骑小黄车的人在当时都想象不到，一辆普普通通的小黄车里藏着一个金融陷阱，你的信用抵押成了它的违约资本。瑞幸咖啡的“金融思维”更有创意：你的咖啡机只能冲咖啡，人家瑞幸的咖啡机可以当融资租赁的标的物，从每一台自己采购的咖啡机上再榨出钱来，实乃咖啡界的一大发明。至于蛋壳公寓，在这个冬天里引发的悲剧人们都看到了——瞒着那些最怕背债的人，给他们背上小贷机构的租金贷，换取了自己的财务空间和一时的增长速度，把“金融之恶”放大到极限。</p><p><b>中国互联网公司对金融的迷恋，越来越像一个普遍症候——从顶级巨头到独角兽企业，都想涉足现金贷</b>；那些试图实现更快速增长的创业公司，也都想用除了常规融资之外的金融杠杆手段当强心针。人人都看到了金融作为杠杆的撬动力，以至于他们的大多数都忽视了金融的债务属性和违约风险。当越来越多系统性的金融债务危机发生在“以创新之名”的科技和互联网企业时候，彻底暴露了这些公司拿金融当吗啡的短视。对增长的崇拜导致了对金融杠杆的依赖，对金融杠杆的依赖又最终导致了挪用用户资金、伤及用户利益的债务风险——<b>当这种扭曲的增长逻辑导致的系统性金融风险，无死角地覆盖“衣食住行”各领域的“创新型企业”的时候，那么它只能是一个全局性问题。</b></p><p><img src=\"https://static.tigerbbs.com/216f727f816baacf611bdcdda3b464d3\" tg-width=\"553\" tg-height=\"290\"></p><p><b>那是一个“资本意志”压制“企业家精神”的时代——</b></p><p>对金融杠杆的追逐来自对“几何级增长”的普遍渴求。在大多数情形下，指数级增长对一家科技公司当然是一个符合科学和逻辑的追求——<b>前提是它的增长节奏和增长目标，被企业的创始人和企业家本身，以符合市场规律的方式掌控。</b></p><p><b>而事实上，过去几年，在网约车、共享单车、智慧零售和长租公寓等领域，真正驱动“指数级增长”的并不是企业家的意志、用户需求和市场反应的结果，而是资本的意志。</b>传说中的“资本永不眠”，从没缺席过收割一个又一个他们自己强行制造的风口。在这个过程中，有被资本意志捆绑着无可奈何地往前走的企业家，也有从一开始就乔装打扮成企业家的资本玩家，更不乏资本玩家和企业家从一开始就充满默契的合谋。无论是哪种情况，都不是“企业家精神”的胜利，都是“资本意志”压制并绑架了“企业家精神”的结果。</p><p><b>它们创造了千奇百怪、没补贴就不增长、不赚钱的“生意”</b>：乐视卖一部手机就亏几百块，但它仍然在做。无论摩拜还是ofo小黄车，骑的人越多，单次骑行亏的就越多——如果押金不变成金融杠杆的话，现金流就永远是负数。瑞幸咖啡也是建立在大量的优惠券和补贴诱导消费的基础上的，否则<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>不香吗？蛋壳公寓也一样，无论它再怎么瞒着你帮你背上了债，但看上去确实是有“免租金”优惠的，要不那么“漂亮”的增长数据是怎么出来的呢？就连已经在资本意志局中逃出生天的滴滴，也是直到这两年基本摆脱了绑架之后才真正地做了点自己的事，创始人才看上去更像是一名企业家了。</p><p>当“一补贴就亏损，不补贴就没人用”变成乐视、瑞幸、ofo和蛋壳们的常态，你再怎么矫饰也很难说它是一个“理解用户需求的”和“符合市场规律”的商业，但这并不妨碍资本在其中游刃有余地套利——瑞幸和蛋壳的闪电上市，是吸取了乐视和ofo们“夜长梦多”的教训，背后的投资机构有了快速套现退出的可能——至于今后是不是造假败露和一地债务鸡毛，谁关心呢。</p><p><b>资本并不真正在意科技创新，也并不真心拥抱“市场经济”，过去几年，更多资本的意志，把一个原本可以按照市场规律科学成长的行业和一家公司，逼到一条疾速行驶的赛道上</b>，用各种竞争和各种资源催熟它，让行业变得前所未有地“内卷”，以求得自己的快速退出套现，也造成了前所未有的金钱和资源浪费——摩拜被美团收购让投资人都赚到了钱，但并没有带来一个更大的绿色出行市场，反而制造了大量的破旧单车垃圾；瑞幸也并没有真正改变咖啡本身；蛋壳公寓更是让一些年轻人的生活变得更糟糕了。但是它们的投资人，也就是资本都赚到钱了。</p><p>“资本意志”不仅剥夺了年轻人的快乐，也扭曲了市场，剥夺了企业家的自主性和“企业家精神”。<b>我们所在的这个国家、这个社会比任何时候都需要企业家精神</b>，去研制芯片、去改变零售、去用数字和智能升级农业和制造业，去用自动驾驶和清洁能源改变出行，去创造世界而不是浪费资源。“企业家精神”固然需要资本的支持和加码，但一旦资本意志凌驾了企业家精神，事情就起了变化。<b>利用资本而警惕资本、节制资本，是企业家精神能够存续的前提。</b></p><p>乐视、ofo、瑞幸和蛋壳们的陆续倒掉，是虚拟经济霸凌实体经济力不从心，金融杠杆逐渐失灵，资本意志呼风唤雨能力不再的开始，也拉开了一个时代落下的帷幕。一切该结束了。新的世界该开始了。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a972ba9de48d740557409d7e01843fe","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176997707","content_text":"蛋壳公寓的“暴雷”，让这个冬天更冷。交了押金和房租的青年人被没有收到房租的房东强行驱赶，面临无家可归的窘境；还在蛋壳公寓的暗中操作下，背上了“锅从天上来”的租金贷。面对这一切，蛋壳官方拿不出任何行之有效的解决方案，放任事态的扩大，制造了人道灾难，也深化了自己的危机。没人知道这一切该如何收场——在经历过ofo小黄车押金和P2P信贷暴雷之后，拜蛋壳所赐，这届青年人跌落到更深重的财务陷阱里，爬出来都难。▲贴在墙上的要求退还租金的条幅，图片来源于网络近两年，顶着“科技创新”和“互联网思维”之名的公司面临严重的公众信任危机和道德质疑，是一个事实，也是咎由自取的结果。“算法黑箱”和人脸识别是如何偷窥和掌控人们日常生活的，已经成了这些信任危机和道德质疑当中的高级话题。更普遍和更低级的道德和信任危机，来自那些打着“科技公司”名号的金融公司和做市公司，窃取了普通人的存款，打乱了普通人的生活，断送了青年人的希望，让贫者更无立锥之地——而数量可观的明星创业者、知名风险投资和股权投资机构和特定的科技巨头，都参与了这个共谋。在这个摧枯拉朽的破坏性进程中，诞生并倒下了四家具备典型命运的公司——乐视、ofo、瑞幸咖啡和蛋壳公寓，它们的兴起，掩映着一个旧时代饕餮盛宴最后的疯狂；它们的倒下，推动着一个旧时代游戏规则宿命的瓦解。一个时代该落幕了。那是一个实体经济被虚拟经济“带偏了”的时代——如果没有“生态化反”的“超前”互联网思维，乐视可能还在安静地研发数字电视，活得可能还不错，跟小米可能还得多干几年仗；但它就倒在了太有互联网思维，太想靠“生态化反”的虚拟概念圈很多钱，然后一招制胜上。如果对“绿色出行”真的有那么一丝丝敬畏，ofo和摩拜单车就不会忙着打融资战，用所谓“互联网”的方式把城市的每一个犄角旮旯恨不得都铺上自己的车，制造了新的工业污染，破坏了环境，也引爆了自己的债务。如果真的想认认真真地做一杯咖啡，那么瑞幸咖啡完全应该赢得尊重，可它偏偏要宣称自己做的“其实不是咖啡”，而是“智慧零售平台”，玩儿命往互联网新零售的堆儿里扎，最后商业骗局彻底败露。如果蛋壳公寓真的如它描绘的愿景那样，为每一个初出茅庐青年人提供一个蛋壳般的空间保护，就应该真正从商业模式上尊重它的用户们，不至于让他们背负债务，颠沛流离。在自己本来该做什么，实际却做了什么的问题上，这些公司错得太离谱了。它们离谱就离谱在明明选择了一条实体经济的赛道，却要用互联网思维霸凌实体经济，榨取和抽空实体经济的养分和活力；而不是谦卑一点，用互联网和新技术赋予实体经济更强大的实力和竞争力。事实上，这几家公司本身在技术上就乏善可陈，用数据、模型化和标准化的方式升级实体经济的能力相当有限，却自觉高人一等，希望用“互联网式”的运营手段和营销噱头，抬高自己的身价；掏取实体经济的用户和资源，填充自己强行构造的、虚头八脑的虚拟经济外壳，从而食人而肥。当实体经济遇到新技术和互联网，本该是一次新生；但一旦它遇到的不是技术的创新者，而是化身赋能者的噬血者，它被剥夺的将是整条生命。那是一个金融和杠杆手段大行其道的时代——正因为实体经济被虚拟经济霸凌，故而其无论是生存，抑或是“指数级级增长”，都势必依赖更多的金融和杠杆手段，这就导致“新型金融服务”无孔不入地渗透到了这些所谓的“新经济”实体当中，催生它们的增长，也侵蚀它们的肌体。2016年底，乐视财务危机初现，为了给自己的“生态化反”输血，首先想到的招数就是跟地方政府合办银行；谢天谢地这个动议被地方政府婉拒，否则将酿成更大的社会性债务危机。导致ofo最终挤兑和暴雷的，也是它的押金池问题，估计哪个骑小黄车的人在当时都想象不到，一辆普普通通的小黄车里藏着一个金融陷阱，你的信用抵押成了它的违约资本。瑞幸咖啡的“金融思维”更有创意：你的咖啡机只能冲咖啡，人家瑞幸的咖啡机可以当融资租赁的标的物，从每一台自己采购的咖啡机上再榨出钱来，实乃咖啡界的一大发明。至于蛋壳公寓，在这个冬天里引发的悲剧人们都看到了——瞒着那些最怕背债的人，给他们背上小贷机构的租金贷，换取了自己的财务空间和一时的增长速度，把“金融之恶”放大到极限。中国互联网公司对金融的迷恋，越来越像一个普遍症候——从顶级巨头到独角兽企业，都想涉足现金贷；那些试图实现更快速增长的创业公司，也都想用除了常规融资之外的金融杠杆手段当强心针。人人都看到了金融作为杠杆的撬动力，以至于他们的大多数都忽视了金融的债务属性和违约风险。当越来越多系统性的金融债务危机发生在“以创新之名”的科技和互联网企业时候，彻底暴露了这些公司拿金融当吗啡的短视。对增长的崇拜导致了对金融杠杆的依赖，对金融杠杆的依赖又最终导致了挪用用户资金、伤及用户利益的债务风险——当这种扭曲的增长逻辑导致的系统性金融风险，无死角地覆盖“衣食住行”各领域的“创新型企业”的时候，那么它只能是一个全局性问题。那是一个“资本意志”压制“企业家精神”的时代——对金融杠杆的追逐来自对“几何级增长”的普遍渴求。在大多数情形下，指数级增长对一家科技公司当然是一个符合科学和逻辑的追求——前提是它的增长节奏和增长目标，被企业的创始人和企业家本身，以符合市场规律的方式掌控。而事实上，过去几年，在网约车、共享单车、智慧零售和长租公寓等领域，真正驱动“指数级增长”的并不是企业家的意志、用户需求和市场反应的结果，而是资本的意志。传说中的“资本永不眠”，从没缺席过收割一个又一个他们自己强行制造的风口。在这个过程中，有被资本意志捆绑着无可奈何地往前走的企业家，也有从一开始就乔装打扮成企业家的资本玩家，更不乏资本玩家和企业家从一开始就充满默契的合谋。无论是哪种情况，都不是“企业家精神”的胜利，都是“资本意志”压制并绑架了“企业家精神”的结果。它们创造了千奇百怪、没补贴就不增长、不赚钱的“生意”：乐视卖一部手机就亏几百块，但它仍然在做。无论摩拜还是ofo小黄车，骑的人越多，单次骑行亏的就越多——如果押金不变成金融杠杆的话，现金流就永远是负数。瑞幸咖啡也是建立在大量的优惠券和补贴诱导消费的基础上的，否则星巴克不香吗？蛋壳公寓也一样，无论它再怎么瞒着你帮你背上了债，但看上去确实是有“免租金”优惠的，要不那么“漂亮”的增长数据是怎么出来的呢？就连已经在资本意志局中逃出生天的滴滴，也是直到这两年基本摆脱了绑架之后才真正地做了点自己的事，创始人才看上去更像是一名企业家了。当“一补贴就亏损，不补贴就没人用”变成乐视、瑞幸、ofo和蛋壳们的常态，你再怎么矫饰也很难说它是一个“理解用户需求的”和“符合市场规律”的商业，但这并不妨碍资本在其中游刃有余地套利——瑞幸和蛋壳的闪电上市，是吸取了乐视和ofo们“夜长梦多”的教训，背后的投资机构有了快速套现退出的可能——至于今后是不是造假败露和一地债务鸡毛，谁关心呢。资本并不真正在意科技创新，也并不真心拥抱“市场经济”，过去几年，更多资本的意志，把一个原本可以按照市场规律科学成长的行业和一家公司，逼到一条疾速行驶的赛道上，用各种竞争和各种资源催熟它，让行业变得前所未有地“内卷”，以求得自己的快速退出套现，也造成了前所未有的金钱和资源浪费——摩拜被美团收购让投资人都赚到了钱，但并没有带来一个更大的绿色出行市场，反而制造了大量的破旧单车垃圾；瑞幸也并没有真正改变咖啡本身；蛋壳公寓更是让一些年轻人的生活变得更糟糕了。但是它们的投资人，也就是资本都赚到钱了。“资本意志”不仅剥夺了年轻人的快乐，也扭曲了市场，剥夺了企业家的自主性和“企业家精神”。我们所在的这个国家、这个社会比任何时候都需要企业家精神，去研制芯片、去改变零售、去用数字和智能升级农业和制造业，去用自动驾驶和清洁能源改变出行，去创造世界而不是浪费资源。“企业家精神”固然需要资本的支持和加码，但一旦资本意志凌驾了企业家精神，事情就起了变化。利用资本而警惕资本、节制资本，是企业家精神能够存续的前提。乐视、ofo、瑞幸和蛋壳们的陆续倒掉，是虚拟经济霸凌实体经济力不从心，金融杠杆逐渐失灵，资本意志呼风唤雨能力不再的开始，也拉开了一个时代落下的帷幕。一切该结束了。新的世界该开始了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978453284,"gmtCreate":1599445392348,"gmtModify":1703818478818,"author":{"id":"3522926368588062","authorId":"3522926368588062","name":"往事悠扬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522926368588062","autho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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103060930207d387108&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>乐居财经讯兰兰 3月6日，乐居财经获悉，河北建设集团股份有限公司（以下简称“河北建设”）被保定市中级人民法院列为被执行人，执行标的约359.5万元，执行案号为（2021）冀06执175号。河北建设成立于1997年9月，注册资本约为17亿元。该公司由中儒投资股份有限公司、干宝投资有限责任公司共同持股，持股比例分别为68.27%、5.54%。其前身为中央轻工业部东北工程公司和纺织工业部华北纺织管理局...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103060930207d387108&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/514b48a200b911136686709ead83156d","relate_stocks":{"01727":"河北建设"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103060930207d387108&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2117653278","content_text":"乐居财经讯兰兰 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