evence的个人主页 - 老虎社区

evence

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2021-01-28

$AMC院线(AMC)$ 到底会不会看新闻银湖资本债转股认购了4440w股而且还是a类股等于多了一个大股东拿着多头这还不逼死空头？他13.5增发的等于是铁底了

2021-01-15

$波音(BA)$ 这次的财报应该亏损不少吧

2021-06-08

$老虎证券(TIGR)$ 增发650w ads 1个ads=15股就是增发9千万股？？现在流通股本才1亿等于增发1倍吗那股价不要腰斩50%了

2020-12-23

$老虎证券(TIGR)$ 今晚或者明天回调到6 快走吧

2021-01-29

$AMC院线(AMC)$ 加仓加仓铁底13,5

2021-06-18

对比喜茶奈雪还是太弱了

抱歉，原内容已删除

2021-01-19

$老虎证券(TIGR)$ 22号还有期权杀这周股价估计在13-15徘徊等下周吧

2021-06-12

老虎的版面看起来是最舒服的跟牛牛那种老年人版面确实不太一样

抱歉，原内容已删除

2021-01-27

$AMC院线(AMC)$ 请问我购买为什么被系统撤销说是超过限制的10%

2021-02-12

$Sundial Growers Inc.(SNDL)$ 小明从小没有父亲为了感受父爱他买入了sndl 现在他终于知道跌的感觉了

去老虎APP查看更多动态

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了","listText":"这个饼画了多少年 了","text":"这个饼画了多少年 了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627210557","repostId":"1162250970","repostType":4,"repost":{"id":"1162250970","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":1678334001,"share":"https://www.laohu8.com/m/news/1162250970?lang=zh_CN&edition=full","pubTime":"2023-03-09 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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法拉第未来尚未取得美国和中国市场销售资质，计划下月交车\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\">2023-03-09 11:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间3月8日，在法拉第未来2022年第四季度财报电话议上，<b>有投资者询问FF是否获得了在美国销售车辆的资质，FF高层回应称“不是100%”。</b></p><p>他解释说，“目前车辆测试仍在进行中，部分结果会在本月出来，还有部分结果下个月才有结果。但是在下个月开启交付前，所有的美国要求的FMVSS（美国《联邦机动车安全标准》缩写）都必须要完成。”</p><p>至于在中国市场的销售资质，FF高层则表示，一旦美国开启交付，就会加速在中国市场的交付进程，FF同样正在计划开启在中国“法律法规相关的申请”。</p><p>FF重申，计划在3月30日开始生产FF 91，在投资人资金如期到位后，首批车辆将于4月底前向首批用户交付。（澎湃）</p><p><img src=\"https://static.tigerbbs.com/013eb08aea6cd63c8160a1d5dffd2088\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162250970","content_text":"当地时间3月8日，在法拉第未来2022年第四季度财报电话议上，有投资者询问FF是否获得了在美国销售车辆的资质，FF高层回应称“不是100%”。他解释说，“目前车辆测试仍在进行中，部分结果会在本月出来，还有部分结果下个月才有结果。但是在下个月开启交付前，所有的美国要求的FMVSS（美国《联邦机动车安全标准》缩写）都必须要完成。”至于在中国市场的销售资质，FF高层则表示，一旦美国开启交付，就会加速在中国市场的交付进程，FF同样正在计划开启在中国“法律法规相关的申请”。FF重申，计划在3月30日开始生产FF 91，在投资人资金如期到位后，首批车辆将于4月底前向首批用户交付。（澎湃）","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":3274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624053744,"gmtCreate":1676963940988,"gmtModify":1676963943022,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546564241805034","idStr":"3546564241805034"},"themes":[],"htmlText":"癌股2800抄底没毛病 问题现在都卖了","listText":"癌股2800抄底没毛病 问题现在都卖了","text":"癌股2800抄底没毛病 问题现在都卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624053744","repostId":"2311894126","repostType":4,"repost":{"id":"2311894126","kind":"news","pubTimestamp":1676851557,"share":"https://www.laohu8.com/m/news/2311894126?lang=zh_CN&edition=full","pubTime":"2023-02-20 08:05","market":"sh","language":"zh","title":"美国“大空头”，狂扫中概股！","url":"https://stock-news.laohu8.com/highlight/detail?id=2311894126","media":"中国证券报","summary":"美股持仓文件披露完毕，资管巨头的动向水落石出。","content":"<div>\n<p>2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml\">网页链接</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>美国“大空头”，狂扫中概股！</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{ 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}\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美国“大空头”，狂扫中概股！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 08:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml\">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/468fad6959bf869d187e8f577559a4ab","relate_stocks":{"BABA":"阿里巴巴","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-W","JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.sina.com.cn/wm/2023-02-15/doc-imyftyew9167664.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2311894126","content_text":"2月15日，美股持仓文件披露完毕，资管巨头的动向水落石出。值得注意的是，2022年四季度，随着中国经济开始复苏，好莱坞电影《大空头》原型Michael Burry、高瓴、柏基投资等多家巨头出手加仓中概股，看好中国经济前景。此外，芯片股则出现“甩卖潮”。“大空头”点赞阿里、京东好莱坞电影《大空头》原型Michael Burry开始做多中概股。Michael Burry旗下投资机构Scion资管最新持股信息显示，2022年四季度，这位曾在2008年准确预测金融危机的“大空头”，买入5万股阿里巴巴，7.5万股京东。这两笔投资成为Michael Burry去年年末最大的投资动作之一。Scion资管2022年四季度买入较多的美股来源：Whalewisdom.comWind数据显示，2022年四季度，中概股迎来大幅反弹。拼多多股价上涨逾34%，阿里巴巴反弹超过10%。2022年11月至年末，京东股价则上涨超过50%。美国市场人士分析认为，Michael Burry作为一位嗅觉敏锐的价值投资者，在中国复苏的大背景下，或看到这两只中概股股票超卖后的确定性。全球资金追逐中概股“大空头”不是唯一一位对中概股表现出兴趣的投资人。2022年四季度，老牌投资机构柏基投资大手笔增持拼多多、蔚来。高毅资产管理国际前十大重仓股中，中概股占8席，新进买入阿里巴巴和网易。景林资产也大幅加仓拼多多、京东。此外，高瓴旗下HHLR Advisors也对包括阿里巴巴、京东、拼多多在内的11只中概股进行了加仓。在HHLR去年四季度末的全部美股持仓中，中概股合计持有市值占比接近70%。在科技投资方向上，HHLR对微软继续增持2.37万股，持仓数量环比增加15%。此外，全球著名国际矿业公司自由港麦克莫兰首次进入HHLR十大重仓股。资料显示，HHLR Advisors是高瓴旗下专注于二级市场投资的基金管理平台，由独立的二级市场投资团队负责管理和运营。巴菲特抛售台积电同期，巴菲特旗下投资机构伯克希尔·哈撒韦也披露了美股最新持仓。数据显示，巴菲特在2022年四季度大举减持台积电，卖出近5177万股，持股数量环比减少86%。值得注意的是，巴菲特在2022年三季度对台积电首次建仓，持股数量达6006万股。受此消息影响，台积电股票盘后跌超5%。值得一提的是，看衰芯片股的还有全球最大对冲基金桥水。桥水基金在去年四季度清仓了AMD、美光科技，英伟达三只美国芯片巨头，德州仪器等芯片产业链相关的多只个股也被抛售一空。此外，“股神”还大幅减持了金融板块。巴菲特对美国纽约银行梅隆公司、美国合众银行的持股数量环比减少59%、91%，还减持了20万股盟友金融公司。此外，减持此前的心头好雪佛龙、动视暴雪。增持方面，2022年四季度，巴菲特仅买入三股，分别是苹果、美国建材公司路易斯安那太平洋公司、好莱坞制片公司派拉蒙环球。","news_type":1,"symbols_score_info":{"BABA":0.9,"JD":0.9,"09988":0.9,"TTTN":1,"QNETCN":1}},"isVote":1,"tweetType":1,"viewCount":3894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618257209,"gmtCreate":1651065920512,"gmtModify":1651065920512,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546564241805034","idStr":"3546564241805034"},"themes":[],"htmlText":"腾讯有难 八方点赞","listText":"腾讯有难 八方点赞","text":"腾讯有难 八方点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618257209","repostId":"1108235231","repostType":4,"repost":{"id":"1108235231","kind":"news","pubTimestamp":1651052652,"share":"https://www.laohu8.com/m/news/1108235231?lang=zh_CN&edition=full","pubTime":"2022-04-27 17:44","market":"sh","language":"zh","title":"《计算机世界》今起停工停业，曾刊发《“狗日的”腾讯》","url":"https://stock-news.laohu8.com/highlight/detail?id=1108235231","media":"传媒见闻","summary":"2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。","content":"<html><head></head><body><p>“中国IT史，半部看计世。”2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。这意味着，这一由美国IDG公司与中方合资创办的首份报刊，没能做到去年6月纸质停刊所宣称的那样——以“升维”的方式踏上数字传媒时代新征程，反倒是燃油耗尽，不幸结束了自己一生的征程。</p><p>《计算机世界》在通知中写明了具体原因：自新冠疫情爆发至今，公司持续严重亏损。截至今年初，公司现金流断绝，已经无力支付员工工资及其他运营费用，甚至连员工的社保公积金费用都是靠多方借款垫资缴纳。公司的外地关联单位被冻结账户，深陷纠纷，导致法人长期滞留外地，也进一步加剧了公司的危机。</p><p><img src=\"https://static.tigerbbs.com/2570f104d70315088bd23537af674959\" tg-width=\"550\" tg-height=\"733\" referrerpolicy=\"no-referrer\"/></p><p>欠薪的员工纷纷离职并发起劳动仲裁，目前等待劳动仲裁开庭的就有近10起案例。个别员工选择劳动监察大队投诉，但当劳动监察人员了解公司情况后，也只是表示近两年类似的企业非常多，即便部门发出责令企业补发工资的公文，也解决不了企业没有资金的问题。</p><p>“我们看不到疫情结束的可能，看不到公司扭亏的希望。”为此，《计算机世界》不得不决定，自2022年4月27日起停工停业，全体员工安排待岗，待岗期间公司支付生活费（最低工资的70%），公司后续拟设法以转租办公室等方式获取资金以努力补发员工工资及待岗生活费。同时，《计算机世界》号召员工待岗期间，帮助公司追回客户单位业务款项，如能回款的将优先补发工资、待岗生活费。</p><p>资料显示，《计算机世界》创刊于1980年，有着辉煌的历史。该刊物曾一度位列全国报业十强，也曾是中国最厚的报纸，在2000年初售价1.5元，因为销量炙手可热广告投放量极大，长期保持300多个版面。当时甚至有这样一种有趣的说法，“买一份《计算机世界》即便是原封不动当废品卖，也能赚回1.5元的购买成本。”</p><p>一位媒体圈的老前辈对传媒见闻感叹道，《计算机世界》创刊四十余年来，曾刊登过不计其数的重磅报道，老一辈IT人都是这本杂志的读者，最让人印象深刻的，非那篇《“狗日的”腾讯》莫属。</p><p><img src=\"https://static.tigerbbs.com/24ec70b211294c537f27467044738c5e\" tg-width=\"550\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>据了解，《“狗日的”腾讯》是《计算机世界》刊发于2010年7月的一篇封面头条文章，文中把腾讯作为互联网公敌进行批判，将互联网商业竞争写成了不可调和的恩怨情仇，详细叙述了联众、奇虎、360等公司与腾讯之间的爱恨纠葛。</p><p>由于标题与内容太过于刺激，《计算机世界》后来与腾讯之间进行了一次“你来我往”的斗争，但让人摸不着头脑的是，在《计算机世界》回应腾讯的十余天后，该刊物发表致歉声明，称文章使用标题语言及图片不妥，缺少应有的公允、严谨和标准，对腾讯造成了不良影响。</p><p><img src=\"https://static.tigerbbs.com/77ecb5b8a87dac95c19ec43c639a4cfd\" tg-width=\"550\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>尽管如此，《计算机世界》的这一次大胆行为仍然挑起了传媒领域的重视。《羊城晚报》当时的一篇评论就如此说：《狗日的腾讯》洋洋洒洒几千字的文章，并不尽然都是针锋相对、刀刃相向的，但却在文章最重要的题眼位置骂出了这么一句脏话，并且作为一期杂志封面，实在是史无前例。</p><p>如今，当这份重量级报刊停工停业的消息传来，不少网友发出感叹：“一个《计算机世界》，一个《电脑报》，是我们永远的记忆。”</p></body></html>","source":"lsy1651052786390","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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href=https://mp.weixin.qq.com/s/MY5_0r0cfrICuayJbl8z2Q><strong>传媒见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“中国IT史，半部看计世。”2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。这意味着，这一由美国IDG公司与中方合资创办的首份报刊，没能做到去年6月纸质停刊所宣称的那样——以“升维”的方式踏上数字传媒时代新征程，反倒是燃油耗尽，不幸结束了自己一生的征程。《计算机世界》在通知中写明了具体原因：自新冠疫情爆发至今，公司持续严重亏损。截至今年初，公司现金流断绝，已经无力...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MY5_0r0cfrICuayJbl8z2Q\">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/33ba684a08996d460a16a865b7650969","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/MY5_0r0cfrICuayJbl8z2Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108235231","content_text":"“中国IT史，半部看计世。”2022年4月27日，伴随几代IT人成长的《计算机世界》正式宣布从今日起停工停业。这意味着，这一由美国IDG公司与中方合资创办的首份报刊，没能做到去年6月纸质停刊所宣称的那样——以“升维”的方式踏上数字传媒时代新征程，反倒是燃油耗尽，不幸结束了自己一生的征程。《计算机世界》在通知中写明了具体原因：自新冠疫情爆发至今，公司持续严重亏损。截至今年初，公司现金流断绝，已经无力支付员工工资及其他运营费用，甚至连员工的社保公积金费用都是靠多方借款垫资缴纳。公司的外地关联单位被冻结账户，深陷纠纷，导致法人长期滞留外地，也进一步加剧了公司的危机。欠薪的员工纷纷离职并发起劳动仲裁，目前等待劳动仲裁开庭的就有近10起案例。个别员工选择劳动监察大队投诉，但当劳动监察人员了解公司情况后，也只是表示近两年类似的企业非常多，即便部门发出责令企业补发工资的公文，也解决不了企业没有资金的问题。“我们看不到疫情结束的可能，看不到公司扭亏的希望。”为此，《计算机世界》不得不决定，自2022年4月27日起停工停业，全体员工安排待岗，待岗期间公司支付生活费（最低工资的70%），公司后续拟设法以转租办公室等方式获取资金以努力补发员工工资及待岗生活费。同时，《计算机世界》号召员工待岗期间，帮助公司追回客户单位业务款项，如能回款的将优先补发工资、待岗生活费。资料显示，《计算机世界》创刊于1980年，有着辉煌的历史。该刊物曾一度位列全国报业十强，也曾是中国最厚的报纸，在2000年初售价1.5元，因为销量炙手可热广告投放量极大，长期保持300多个版面。当时甚至有这样一种有趣的说法，“买一份《计算机世界》即便是原封不动当废品卖，也能赚回1.5元的购买成本。”一位媒体圈的老前辈对传媒见闻感叹道，《计算机世界》创刊四十余年来，曾刊登过不计其数的重磅报道，老一辈IT人都是这本杂志的读者，最让人印象深刻的，非那篇《“狗日的”腾讯》莫属。据了解，《“狗日的”腾讯》是《计算机世界》刊发于2010年7月的一篇封面头条文章，文中把腾讯作为互联网公敌进行批判，将互联网商业竞争写成了不可调和的恩怨情仇，详细叙述了联众、奇虎、360等公司与腾讯之间的爱恨纠葛。由于标题与内容太过于刺激，《计算机世界》后来与腾讯之间进行了一次“你来我往”的斗争，但让人摸不着头脑的是，在《计算机世界》回应腾讯的十余天后，该刊物发表致歉声明，称文章使用标题语言及图片不妥，缺少应有的公允、严谨和标准，对腾讯造成了不良影响。尽管如此，《计算机世界》的这一次大胆行为仍然挑起了传媒领域的重视。《羊城晚报》当时的一篇评论就如此说：《狗日的腾讯》洋洋洒洒几千字的文章，并不尽然都是针锋相对、刀刃相向的，但却在文章最重要的题眼位置骂出了这么一句脏话，并且作为一期杂志封面，实在是史无前例。如今，当这份重量级报刊停工停业的消息传来，不少网友发出感叹：“一个《计算机世界》，一个《电脑报》，是我们永远的记忆。”","news_type":1,"symbols_score_info":{"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":4295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634423447,"gmtCreate":1647614788726,"gmtModify":1647615638969,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546564241805034","idStr":"3546564241805034"},"themes":[],"htmlText":"‌<a 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砸盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880484351","repostId":"1107319307","repostType":4,"isVote":1,"tweetType":1,"viewCount":4532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836742770,"gmtCreate":1629530163690,"gmtModify":1629530163690,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546564241805034","idStr":"3546564241805034"},"themes":[],"htmlText":"等于外国可以通过做空这个期货做空a股?","listText":"等于外国可以通过做空这个期货做空a股?","text":"等于外国可以通过做空这个期货做空a股?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836742770","repostId":"2160582710","repostType":4,"repost":{"id":"2160582710","kind":"news","pubTimestamp":1629513324,"share":"https://www.laohu8.com/m/news/2160582710?lang=zh_CN&edition=full","pubTime":"2021-08-21 10:35","market":"hk","language":"zh","title":"即将推出MSCI中国A50指数期货，会给A股带来什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2160582710","media":"界面新闻","summary":"香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越","content":"<div>\n<p>香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越多国际投资者通过沪深港通进入中国内地市场。\n据了解，香港交易所已经与全球领先的投资决策支持工具和服务供应商MSCI 签订新的授权协议，推出以MSCI中国A50互联互通指数为标的期货合约。\nMSCI...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml\">网页链接</a>\n\n</div>\n","source":"sina_symbol","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>即将推出MSCI中国A50指数期货，会给A股带来什么？</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{ 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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即将推出MSCI中国A50指数期货，会给A股带来什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越多国际投资者通过沪深港通进入中国内地市场。\n据了解，香港交易所已经与全球领先的投资决策支持工具和服务供应商MSCI 签订新的授权协议，推出以MSCI中国A50互联互通指数为标的期货合约。\nMSCI...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml\">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/7e98e87e70d708bbd7b223988c7e784e","relate_stocks":{"510030":"价值ETF","510050":"上证50ETF","512550":"富时A50ETF嘉实","000016.SH":"上证50","FXP":"二倍做空富时中国50ETF-ProShares","XPP":"二倍做多富时中国50ETF(ProShares)","YXI":"ProShares做空FTSE中国50ETF","000300.SH":"沪深300","00388":"香港交易所"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-20/doc-ikqcfncc4060135.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160582710","content_text":"香港交易所引入离岸内地股票衍生工具产品组合计划迈出关键一步。\n8月20日，港交所宣布推出首只A股指数期货产品。新期货合约将为国际投资者提供一个有效管理其沪深港通合资格A股投资组合风险的工具，反映越来越多国际投资者通过沪深港通进入中国内地市场。\n据了解，香港交易所已经与全球领先的投资决策支持工具和服务供应商MSCI 签订新的授权协议，推出以MSCI中国A50互联互通指数为标的期货合约。\nMSCI中国A50互联互通指数将追踪50只通过沪深港通交易的主要沪深股票表现。这只离岸交易、并有均衡行业代表性的中国A股指数期货产品，将于2021年10月18日推出。\n港交所行政总裁欧冠升表示：“今天宣布推出的A股指数期货，标志着我们在推进于香港建立离岸中国内地股票衍生产品系列迈出了关键一步。与MSCI的长期合作关系亦更为紧密，共同努力发展香港成为亚洲顶尖衍生产品交易中心，提升香港市场投资产品的深度及广度。这只新产品将为投资者提供一个有效管理A股相关资产风险的工具。”\n对于新指数期货对A股市场的意义，欧冠升认为，A股指数期货的推出为国际投资者提供了管理A股投资风险的低成本且方便的工具，将有助于提升国际投资者对A股的兴趣和需求，吸引更多国际投资者进入中国内地股票市场。\n“新的指数期货为国际投资者提供更多投资选择，将支持和推动中国A股市场进一步开放和国际化，进一步增强A股市场活力和流动性。”欧冠升补充道。\n对于新指数期货对香港的意义，在欧冠升看来，这是香港首个A股期货产品，将进一步丰富香港交易所现有的人民币相关产品组合，为投资者提供更多的风险管理工具。\n“与我们的沪深港通计划相配合，为国际投资者投资及管理A股持仓风险提供一站式的解决方案。有助于增强香港交易所的竞争力，进一步巩固香港作为连接中国与世界的国际金融中心地位。”他表示。\n据MSCI方面提供的数据，过去四年（2016年末至2020年末），外资对中国A股持股市值增长了80%，其中90%的外资持股源于沪股通和深股通。为反映此强劲增长，MSCI建立了基于中国A股基准的产品生态系统。\n界面新闻记者留意到，这份新协议基于香港交易所与 MSCI 早前签订的授权协议，并于去年成功推出了一系列 MSCI 亚洲及新兴市场期货和期权，延续香港交易所与 MSCI 的持续战略合作关系。\n截止目前，香港交易所已推出41只追踪MSCI指数的衍生产品。\n据港交所将介绍，MSCI中国A50互联互通指数将会涵盖中国内地A股大型股中的50只股票，目标为每个行业至少两只，以全面反映中国的经济状况。该指数包含 50只合资格沪深港通交易的股票，并与主要 MSCI A股指数的历史表现高度相关。\n基于互联互通机制，该指数采用创新的行业中性策略（Sector-neutral approach），遵循其母指数MSCI 中国 A 股指数的行业权重配置，并通过纳入全球行业分类标准范围内各行业最大的两只股票平衡行业代表性。该指数可作为指数挂钩投资产品的基础，例如交易所交易基金(ETF)、交易所交易票据(ETN)、公募基金、结构性产品及其他指数工具。\n自2014年推出以来，连接香港和内地股票市场的沪深港通已成为国际投资者进入A股市场的主要渠道，并帮助促成了中国A股纳入全球主要指数。\n沪深港通成交量在 2021 年第一季再创新高，北向和南向交易的日均成交额分别大幅增加至1268 亿元人民币和 608 亿港元。\n中泰国际策略分析师颜招骏向界面新闻表示，港交所此举是给机构投资者提供一个A股风险管理的工具，降低组合波动性。\n“港交所提供更多A股相关投资产品乃大势所趋。”他补充道。\n香颂资本执行董事沈萌告诉界面新闻，指数期货是一种金融衍生品，A股期货对于A股行情具有很大的指向性意义，甚至在某些时段会具有A股行情的前瞻作用，同时也可以作为A股投资的对冲工具。\n沈萌认为，在内地，股市的指数期货还不完善，目前只有新加坡市场的A50，无法充分管控A股的波动风险。与内地更紧密的港交所推出相关指数期货，可以在一定程度上对冲恶意做空和打压A股的操作。","news_type":1,"symbols_score_info":{"510030":0.9,"510050":0.9,"512550":0.9,"000300.SH":0.9,"YXI":0.9,"000016.SH":0.9,"00388":0.9,"XPP":0.9,"CNmain":0.9,"FXP":0.9}},"isVote":1,"tweetType":1,"viewCount":4548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836946726,"gmtCreate":1629450046465,"gmtModify":1629450046465,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546564241805034","idStr":"3546564241805034"},"themes":[],"htmlText":"小心被兔子割得你毛都不剩","listText":"小心被兔子割得你毛都不剩","text":"小心被兔子割得你毛都不剩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836946726","repostId":"1148784220","repostType":4,"repost":{"id":"1148784220","kind":"news","pubTimestamp":1629426691,"share":"https://www.laohu8.com/m/news/1148784220?lang=zh_CN&edition=full","pubTime":"2021-08-20 10:31","market":"hk","language":"zh","title":"头号主权基金重仓中国！1500亿瞄准十只“大票”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148784220","media":"资事堂","summary":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资","content":"<p>全球最大主权基金“重仓中国”的线索曝光。</p>\n<p>截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。</p>\n<p>这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。</p>\n<p>这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。</p>\n<p>值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。</p>\n<p><b>01、“直投+委外”瞄准中国股票</b></p>\n<p>按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。</p>\n<p>挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。</p>\n<p>这足以看出挪威养老金对中国股票增长潜力的判断。</p>\n<p>资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。</p>\n<p>2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。</p>\n<p>另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。</p>\n<p>资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。</p>\n<p>挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。</p>\n<p><b>02、十大重仓股近1500亿元</b></p>\n<p>综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。</p>\n<p>十大重仓股依次为：<a href=\"https://laohu8.com/S/TSM\">台积电</a>（79.4亿美元）、<a href=\"https://laohu8.com/S/00700\">腾讯</a>（59.8亿美元）、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（54.6亿美元）、<a href=\"https://laohu8.com/S/JD\">京东</a>（6.8亿美元）、<a href=\"https://laohu8.com/S/BIDU\">百度</a>（4.6亿美元）、<a href=\"https://laohu8.com/S/NTES\">网易</a>（4.2亿美元）、<a href=\"https://laohu8.com/S/TAL\">好未来</a>（3.4亿美元）、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>（3.2亿美元）、<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育（2.6亿美元）、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>（2.1亿美元）。</p>\n<p>除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。</p>\n<p>其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。</p>\n<p>此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。</p>\n<p><b>03、“下沉”选股</b></p>\n<p>资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。</p>\n<p><img src=\"https://static.tigerbbs.com/676739b976610d67b00eb264139845c3\" tg-width=\"419\" tg-height=\"930\" referrerpolicy=\"no-referrer\"></p>\n<p>以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，<b>还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。</b></p>\n<p>比如：今年中国本土机构大手笔炒作新能源汽车，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。</p>\n<p>与众不同的是，挪威养老金持有二手车平台公司——<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>。</p>\n<p>又如：挪威养老金非常看好中国社交服务平台，包括<a href=\"https://laohu8.com/S/WUBA\">58同城</a>（提供租房、二手车、家政等服务）、<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>（基于地理位置的陌生人社交工具）、<a href=\"https://laohu8.com/S/WB\">微博</a>、欢聚时代（社交媒体平台）、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>（移动聚合内容自媒体）、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>（游戏赛事直播平台）。</p>\n<p>再如：看好普惠金融科技平台，包括<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>、<a href=\"https://laohu8.com/S/QD\">趣店</a>、<a href=\"https://laohu8.com/S/FINV\">信也科技</a>、<a href=\"https://laohu8.com/S/XYF\">小赢科技</a>。</p>\n<p>值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、<a href=\"https://laohu8.com/S/LX\">乐信</a>集团（新型消费服务平台）、<a href=\"https://laohu8.com/S/CISG\">泛华保险</a>（第三方O2O保险代理服务平台，提供财险寿险等服务）。</p>","source":"lsy1568174316590","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>头号主权基金重仓中国！1500亿瞄准十只“大票”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n头号主权基金重仓中国！1500亿瞄准十只“大票”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"EDU":"新东方","TAL":"好未来","JD":"京东","BABA":"阿里巴巴","PDD":"拼多多","TSM":"台积电","00700":"腾讯控股","NTES":"网易","ZTO":"中通快递","BIDU":"百度"},"source_url":"https://mp.weixin.qq.com/s/Y8YIatJnaX7eCGqB8OEkDg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148784220","content_text":"全球最大主权基金“重仓中国”的线索曝光。\n截至6月30日，挪威政府全球养老金（以下简称“挪威养老金”）管理规模为11.67万亿挪威克朗，折合8.5万亿元人民币。\n这家主权基金擅长全球投资，旗下超七成资产投向股票，包括多个发达市场国家以及新兴市场，投资覆盖面甚广。\n这家养老金巨头对中国权益资产兴趣浓厚，前十大重仓股有两家中国公司。\n值得注意的是，挪威养老金对中国股票“下沉挖掘”，锁定了多只冷门股。\n01、“直投+委外”瞄准中国股票\n按国别来看，挪威养老金前十大“重仓国家”依次为美国、日本、英国、德国、法国、中国、瑞士、加拿大、澳大利亚和韩国（截至2020年末），中国权益资产的权重位列第六位。\n挪威养老金在海外买方巨头中，是少有的将中国股票作为单独资产类别，其他机构普遍将中国放在新兴市场或亚太市场类别中。\n这足以看出挪威养老金对中国股票增长潜力的判断。\n资事堂了解到，这家养老金投资中国市场采用两种模式：内部团队的直投、委托中国本土机构投资。\n2005年起，挪威养老金就开始涉足中国股票，2007年在上海成立分支机构，通过内部投资团队直接参与中国股票投资。\n另据，2010年之后，挪威养老金加速寻找中国合作方，将旗下资金委托给中国对冲基金。\n资事堂了解到，中国内地受托机构中，千亿私募淡水泉和高毅资产是其受托机构。淡水泉尤其擅长挖掘成长股，受托管理了多家海外大型基金的资产。高毅资产属于明星基金经理平台公司，风格较为多元，近两年开始管理海外机构客户资产。\n挪威养老金还聘请了中国香港的对冲基金，包括行健资产，该机构擅长研究港股市场。\n02、十大重仓股近1500亿元\n综合挪威养老金半年报、13F美股持仓报告，资事堂发现：这家巨头持有的中国股票中，以市值计算，位列前十大的持仓规模高达222亿美元，折合1441.6亿元人民币。\n十大重仓股依次为：台积电（79.4亿美元）、腾讯（59.8亿美元）、阿里巴巴（54.6亿美元）、京东（6.8亿美元）、百度（4.6亿美元）、网易（4.2亿美元）、好未来（3.4亿美元）、拼多多（3.2亿美元）、新东方教育（2.6亿美元）、中通快递（2.1亿美元）。\n除了看好互联网巨头，挪威养老金“豪掷”6亿美元继续重仓两只教育股。\n其中，新东方教育持股量由一季度末的190.2万股，增至199.4万股；好未来从448万股增至495.8万股。\n此外，挪威养老金在二季度增持阿里巴巴、京东、网易、中通快递。\n03、“下沉”选股\n资事堂发现，挪威养老金对中国股票的挖掘，并不是停留在“以大为美”的龙头股层面，开始“下沉”选股。\n\n以上图为例，挪威养老金提交给美国证监会的持仓报告中，除了重仓互联网巨头公司，还挖掘了多只相对冷门的股票，投资触角更超过了高瓴资本、景林资产等机构的美股组合。\n比如：今年中国本土机构大手笔炒作新能源汽车，蔚来汽车、小鹏汽车、理想汽车属于“标配”。但挪威养老金只买入了蔚来汽车，并在二季度加仓。\n与众不同的是，挪威养老金持有二手车平台公司——汽车之家。\n又如：挪威养老金非常看好中国社交服务平台，包括58同城（提供租房、二手车、家政等服务）、陌陌（基于地理位置的陌生人社交工具）、微博、欢聚时代（社交媒体平台）、趣头条（移动聚合内容自媒体）、斗鱼（游戏赛事直播平台）。\n再如：看好普惠金融科技平台，包括金融壹账通、趣店、信也科技、小赢科技。\n值得注意的是，挪威养老金还挖掘了电商平台，包括宝尊电子（涉及店站运营、数字营销、IT解决方案、仓储配送、客户服务等）、乐信集团（新型消费服务平台）、泛华保险（第三方O2O保险代理服务平台，提供财险寿险等服务）。","news_type":1,"symbols_score_info":{"00700":0.9,"BIDU":0.9,"NTES":0.9,"EDU":0.9,"JD":0.9,"PDD":0.9,"ZTO":0.9,"BABA":0.9,"TAL":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898892317,"gmtCreate":1628482629339,"gmtModify":1628482629339,"author":{"id":"3546564241805034","authorId":"3546564241805034","name":"evence","avatar":"https://static.tigerbbs.com/b882420442e7c5f69cb4c9ad1f1fcebd","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546564241805034","idStr":"3546564241805034"},"themes":[],"htmlText":"今天跌了一个V反出来就知道支撑有多强 年内就能看到2000","listText":"今天跌了一个V反出来就知道支撑有多强 年内就能看到2000","text":"今天跌了一个V反出来就知道支撑有多强 年内就能看到2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898892317","repostId":"1122006268","repostType":4,"repost":{"id":"1122006268","kind":"news","pubTimestamp":1628480139,"share":"https://www.laohu8.com/m/news/1122006268?lang=zh_CN&edition=full","pubTime":"2021-08-09 11:35","market":"us","language":"zh","title":"现货黄金一度失守1700美元大关，未来仍能看涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122006268","media":"第一财经","summary":"黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货","content":"<div>\n<p>黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货黄金今日延续跌势，一度跌至3月来新低。\n对于黄金后续中长期走势，市场目前依旧存在分歧。有机构预期黄金将进一步跌至1600美元关口，但也有对冲基金坚定看好，认为黄金将重回3000美元大关。\n\n现货黄金...</p>\n\n<a href=\"https://www.yicai.com/news/101134910.html\">网页链接</a>\n\n</div>\n","source":"dyvj","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>现货黄金一度失守1700美元大关，未来仍能看涨？</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; 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*/\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现货黄金一度失守1700美元大关，未来仍能看涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101134910.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货黄金今日延续跌势，一度跌至3月来新低。\n对于黄金后续中长期走势，市场目前依旧存在分歧。有机构预期黄金将进一步跌至1600美元关口，但也有对冲基金坚定看好，认为黄金将重回3000美元大关。\n\n现货黄金...</p>\n\n<a href=\"https://www.yicai.com/news/101134910.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f188bb21d267cbffba6b91fd5771d163","relate_stocks":{},"source_url":"https://www.yicai.com/news/101134910.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122006268","content_text":"黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施。\n\n上周美国非农就业数据的影响持续发酵，叠加历史上接下来数月黄金的走势历来疲软，导致现货黄金今日延续跌势，一度跌至3月来新低。\n对于黄金后续中长期走势，市场目前依旧存在分歧。有机构预期黄金将进一步跌至1600美元关口，但也有对冲基金坚定看好，认为黄金将重回3000美元大关。\n\n现货黄金跌至3月来新低\n在上周创下7周最大跌幅后，现货黄金在今日亚太市场盘初，再度大幅走低，一度失守1700关口，创3月以来新低1609.03美元/盎司，跌幅约4%，且在开盘不到一小时的时间里，累计跌幅超过70美元，至少是1月8日以来最大跌幅。随后出现反弹，截至记者早上发稿时，现货黄金已回升到1734.71美元/盎司。\n黄金近期跳水的最大原因是上周公布的美国就业数据强于预期，使市场预期美联储可能很快开始缩减规模空前的货币刺激措施，而在更高的利率环境下，黄金、白银等贵金属相较于其他资产的吸引力就会下降。白银现货今日同样暴跌3.1%至去年12月以来的新低。\n美国劳工部上周五公布的数据显示，7月非农就业人数增加94.3万人，超过市场预期85.8万人。此外，劳工部还将6月非农从85万上修至93.8万，5月就业数据亦上调3.1万至61.4万。劳动参与率也回升至2020年3月以来最高水平61.7%。\n嘉盛集团全球研究主管沃勒（Matt Weller）此前曾撰文表示，如果就业报告强劲，那么美联储有望在本月晚些时候的杰克逊霍尔全球央行会议上宣告缩表。\nAMP Capital的投资策略主管兼首席经济学家奥利维（Shane Oliver）称，“市场担心，如果经济增长非常强劲，那么可能会推动美联储缩减政策。”他预期，“美联储很有可能在9月宣布量化缩减，并在今年晚些时候真正开始行动。”\nBlue Line Futures的首席市场策略师斯特莱博（Phillip Streble）也预计美联储将在今年9月宣布缩减资产购买计划，但他预期真正开始缩减要到明年1月初。\n多位美联储官员上周也对尽快量化缩减表达了支持。达拉斯联储主席卡普兰（Robert Kaplan）上周三表示，他认为美联储应该尽快开始逐步减少债券购买的步伐，这样的好处是可以使美联储在加息问题上有更大的灵活性，以便保持“耐心”。\n“只要我们在7月和8月就业数据方面继续取得进展，我认为我们最好尽快开始调整这些购买行为，这能给我们尽可能多的灵活性，以便在利率上保持耐心。”他称。\n美联储副主席克拉里达上周三也表示，加息的条件可能在2022年年底前得到满足，为2023年初开始行动铺路。美联储理事沃勒上周四表示，美国经济复苏进展迅速，劳动力市场正在改善，美联储可能会比一些人预期的更早开始撤走宽松货币政策。\n在杰克逊霍尔会议前，美国本周还将公布7月通胀数据，并迎来多位美联储官员讲话，会成为投资者的最新关注。\n除美联储政策预期外，黄金历史上在接下来数月的走势偏软也影响了黄金市场投资者的情绪。过去十年，黄金价格通常会在8月上涨，但从9月开始的几个月往往走势疲弱。2010年以来，黄金有7年在8月上涨，但其后的9、10、11月均录得下跌，其中9月录得下跌有8次，10月录得下跌有6次，11月录得下跌也有7次。同时，过去10年中，现货黄金在8月平均上涨3.9%，为一年中走势最佳的月份；9月和11月却平均录得约2%的跌幅，是每年表现最差的月份。如果今年依旧延续这一情况，黄金一年中表现最差的几个月即将来临。\n对后市走势依旧分歧\n虽然如此，但机构目前对黄金后市走势依旧分歧严重。\n瑞银财富管理发表报告称，预期美联储将自明年初开始缩减买债，加上疫情后经济复苏持续，美元走强，黄金在今年底前都将在1700美元/盎司附近，明年料进继续下跌。该行预测，明年3月底，金价将跌至1650美元/盎司，并在其后两季度进一步跌至1600美元/盎司的水平。\n花旗的月度报告也指出，从美联储6月议息会议以来，美联储对于未来经济前景产生了结构性的转向。相对鹰派的美联储可能使得下半年的美债利率进一步上行，且美元也有升值之势，这或会继续施压黄金价格。不过，花旗也指出，进一步的紧缩措施尚不清楚将何时推出，且随着经济增长正常化，核心通胀是否会继续超目标运行也存在不确定性。\n总的来说，花旗继续下调0~3个月黄金价格预期，同时维持12个月金价在1600美元/盎司以下的预测不变。\n但对冲基金Quadriga Igneo的基金经理帕里拉（Diego 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