河边草2020的个人主页 - 老虎社区

河边草2020

河边草2020

暂无个人介绍

IP属地：湖南

110关注

1粉丝

10主题

0勋章

2025-07-21

‌[微笑] ‌

@蓝田日暖:$Opendoor Technologies Inc(OPEN)$ 冲！不仅是Meme股！

2021-04-29

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-01-25

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-01-20

$阿里瑞银一六购A.C(15776)$马爸爸加油

2021-01-18

说说你对这篇新闻的看法...

抱歉，原内容已删除

2020-12-29

这篇文章不错，转发给大家看看

@小虎AV:12月18日——凯瑟琳·伍德(Cathie Wood)发布了2020年资金管理史上最好的一些数据。在采访中，方舟投资管理公司(Ark Investment Management)创始人兼首席执行官谈到了她对未来回报的预期、对特斯拉公司(Tesla Inc.)的信心、比特币和基因编辑技术，以及她职业生涯中可能会出现的一些时刻。伍德接受了彭博社Front Row栏目的独家专访。$特斯拉(TSLA)$ $比特币基金(GBTC)$ $ARK Web x.0 ETF(ARKW)$ 关于中文翻译指路：@美港电讯APP Cathie Wood在彭博“Front Row”节目上的采访实录

2020-12-09

这篇文章不错，转发给大家看

抱歉，原内容已删除

2020-10-28

这篇文章不错，转发给大家看看

@詹姆斯聊新股:3100亿美金的蚂蚁，我依然决定重仓打新！

2020-09-04

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-27

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-27

这篇文章不错，转发给大家看看

@IPO早知道:上半年承销最多中概股IPO，老虎证券如何破局投行江湖

2020-07-23

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-21

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-20

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-16

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-16

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-14

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-13

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-07

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-07-06

这篇文章不错，转发给大家看看

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3547164311887984","uuid":"3547164311887984","gmtCreate":1584070289318,"gmtModify":1607480243094,"name":"河边草2020","pinyin":"hbc2020hebiancao2020","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":110,"tweetSize":38,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":10,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":9,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.25","exceedPercentage":"93.68%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.02%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"湖南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":36,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":458895816500072,"gmtCreate":1753072288417,"gmtModify":1753072290581,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","listText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","text":"‌[微笑] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458895816500072","repostId":"458137976570712","repostType":1,"repost":{"id":458137976570712,"gmtCreate":1752887157102,"gmtModify":1752887168298,"author":{"id":"3453364753218831","authorId":"3453364753218831","name":"蓝田日暖","avatar":"https://static.tigerbbs.com/a525724b14002b59d0a5b0b3f9071b33","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453364753218831","authorIdStr":"3453364753218831"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲！不仅是Meme股！","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲！不仅是Meme股！","text":"$Opendoor Technologies Inc(OPEN)$ 冲！不仅是Meme股！","images":[{"img":"https://static.tigerbbs.com/649d7af0b8148fbe4267d5bdb4da3aca","width":"597","height":"1765"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458137976570712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109857070,"gmtCreate":1619685313090,"gmtModify":1619685313090,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109857070","repostId":"2130376631","repostType":2,"isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319113781,"gmtCreate":1611549139943,"gmtModify":1703750823011,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319113781","repostId":"1142406984","repostType":4,"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337856436,"gmtCreate":1611121822525,"gmtModify":1703748133373,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/15776\">$阿里瑞银一六购A.C(15776)$</a>马爸爸加油","listText":"<a href=\"https://laohu8.com/S/15776\">$阿里瑞银一六购A.C(15776)$</a>马爸爸加油","text":"$阿里瑞银一六购A.C(15776)$马爸爸加油","images":[{"img":"https://static.tigerbbs.com/164c5aa3fbd1ff2cca4c810578085266","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337856436","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":334488301,"gmtCreate":1610944449103,"gmtModify":1703747226493,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334488301","repostId":"1123943249","repostType":4,"isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333377493,"gmtCreate":1609200643412,"gmtModify":1703738126176,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333377493","repostId":"330293000","repostType":1,"repost":{"id":330293000,"gmtCreate":1608624126400,"gmtModify":1744796792500,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"彭博采访视频：ARK女神预计，未来5年的回报率将达到20%","htmlText":"\n \n \n  12月18日——凯瑟琳·伍德(Cathie Wood)发布了2020年资金管理史上最好的一些数据。在采访中，方舟投资管理公司(Ark Investment Management)创始人兼首席执行官谈到了她对未来回报的预期、对特斯拉公司(Tesla Inc.)的信心、比特币和基因编辑技术，以及她职业生涯中可能会出现的一些时刻。伍德接受了彭博社Front Row栏目的独家专访。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/ARKW\">$ARK Web x.0 ETF(ARKW)$</a>&nbsp; 关于中文翻译指路：<a target=\"_blank\" href=\"https://laohu8.com/U/3474364984991596\">@美港电讯APP</a>&nbsp;<a href=\"https://laohu8.com/TW/330642059\" target=\"_blank\">Cathie Wood在彭博“Front Row”节目上的采访实录</a>\n \n","listText":"12月18日——凯瑟琳·伍德(Cathie Wood)发布了2020年资金管理史上最好的一些数据。在采访中，方舟投资管理公司(Ark Investment Management)创始人兼首席执行官谈到了她对未来回报的预期、对特斯拉公司(Tesla Inc.)的信心、比特币和基因编辑技术，以及她职业生涯中可能会出现的一些时刻。伍德接受了彭博社Front Row栏目的独家专访。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/ARKW\">$ARK Web x.0 ETF(ARKW)$</a>&nbsp; 关于中文翻译指路：<a target=\"_blank\" href=\"https://laohu8.com/U/3474364984991596\">@美港电讯APP</a>&nbsp;<a href=\"https://laohu8.com/TW/330642059\" target=\"_blank\">Cathie Wood在彭博“Front Row”节目上的采访实录</a>","text":"12月18日——凯瑟琳·伍德(Cathie Wood)发布了2020年资金管理史上最好的一些数据。在采访中，方舟投资管理公司(Ark Investment Management)创始人兼首席执行官谈到了她对未来回报的预期、对特斯拉公司(Tesla Inc.)的信心、比特币和基因编辑技术，以及她职业生涯中可能会出现的一些时刻。伍德接受了彭博社Front Row栏目的独家专访。$特斯拉(TSLA)$ $比特币基金(GBTC)$ $ARK Web x.0 ETF(ARKW)$ 关于中文翻译指路：@美港电讯APP Cathie Wood在彭博“Front Row”节目上的采访实录","images":[{"img":"https://static.tigerbbs.com/c71f4a6d4f4b0f29b4627100458d32a5","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330293000","isVote":1,"tweetType":2,"object":{"id":"0cf8b6b0df8f44009f6bb22bea842dd4","tweetId":"330293000","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/ad62dd085213833187207445794/v.f30.mp4","poster":"https://static.tigerbbs.com/c71f4a6d4f4b0f29b4627100458d32a5"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392592520,"gmtCreate":1607478285460,"gmtModify":1703848129729,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392592520","repostId":"1171853576","repostType":2,"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308300274,"gmtCreate":1603854038598,"gmtModify":1703830960037,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308300274","repostId":"301437752","repostType":1,"repost":{"id":301437752,"gmtCreate":1603719971672,"gmtModify":1742966753745,"author":{"id":"279327367386116","authorId":"279327367386116","name":"詹姆斯聊新股","avatar":"https://static.tigerbbs.com/8eff8748bfb6c8488c528dba16cf563a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"279327367386116","authorIdStr":"279327367386116"},"themes":[],"title":"3100亿美金的蚂蚁，我依然决定重仓打新！","htmlText":"——参与打新是投机，与认可估值是两码事 <a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a>终于公布了定价！A股发行价每股68.8元人民币，每手100股，即6880元；H股的发行价每股80港元，而每手只有50股，一手4000港元。 这与马云爸爸比较喜欢搞普惠的风格有关。A股没法决定一手数量，港股就折半，让更多散户参与。 蚂蚁的估值定价高吗？ 根据最终的价格，蚂蚁在两地分别发售16.7亿股，上市后总股本303.76亿，如果算上超额配股权的15%，那就是308.78亿。考虑到目前全市场对蚂蚁的申购热情，超额配股权悉数行使基本没有意外，那对应的上市后总市值将达到2.47万亿港元，即3147亿美元。 这个市值规模是整个<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 的45%。 之前看了<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a>&nbsp;的分析——《<a href=\"https://laohu8.com/TW/301386651\" target=\"_blank\">蚂蚁4000亿美元市值从何而来</a>》非常赞同，大部分市场分析师在做估值的时候，都是从结论倒推到现有数据，至于方法论，无所不用其极，15%的永续增长率都出来了，我也是无Fuck说。 蚂蚁的目的是和明显的：7月份被传2000亿美元市值的时候，市场还喊着贵，于是非常干练地抛弃传统金融，让各大投行和券商的一堆TMT分析师（而不是传统金融行业分析师）去估值，展开他们的想象力，就把估值抬升至4000亿美元。 最后就可以大言不惭地说：4000亿美元都有","listText":"——参与打新是投机，与认可估值是两码事 <a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a>终于公布了定价！A股发行价每股68.8元人民币，每手100股，即6880元；H股的发行价每股80港元，而每手只有50股，一手4000港元。 这与马云爸爸比较喜欢搞普惠的风格有关。A股没法决定一手数量，港股就折半，让更多散户参与。 蚂蚁的估值定价高吗？ 根据最终的价格，蚂蚁在两地分别发售16.7亿股，上市后总股本303.76亿，如果算上超额配股权的15%，那就是308.78亿。考虑到目前全市场对蚂蚁的申购热情，超额配股权悉数行使基本没有意外，那对应的上市后总市值将达到2.47万亿港元，即3147亿美元。 这个市值规模是整个<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 的45%。 之前看了<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a>&nbsp;的分析——《<a href=\"https://laohu8.com/TW/301386651\" target=\"_blank\">蚂蚁4000亿美元市值从何而来</a>》非常赞同，大部分市场分析师在做估值的时候，都是从结论倒推到现有数据，至于方法论，无所不用其极，15%的永续增长率都出来了，我也是无Fuck说。 蚂蚁的目的是和明显的：7月份被传2000亿美元市值的时候，市场还喊着贵，于是非常干练地抛弃传统金融，让各大投行和券商的一堆TMT分析师（而不是传统金融行业分析师）去估值，展开他们的想象力，就把估值抬升至4000亿美元。 最后就可以大言不惭地说：4000亿美元都有","text":"——参与打新是投机，与认可估值是两码事 $蚂蚁集团(06688)$终于公布了定价！A股发行价每股68.8元人民币，每手100股，即6880元；H股的发行价每股80港元，而每手只有50股，一手4000港元。 这与马云爸爸比较喜欢搞普惠的风格有关。A股没法决定一手数量，港股就折半，让更多散户参与。 蚂蚁的估值定价高吗？ 根据最终的价格，蚂蚁在两地分别发售16.7亿股，上市后总股本303.76亿，如果算上超额配股权的15%，那就是308.78亿。考虑到目前全市场对蚂蚁的申购热情，超额配股权悉数行使基本没有意外，那对应的上市后总市值将达到2.47万亿港元，即3147亿美元。 这个市值规模是整个$腾讯控股(00700)$ 的45%。 之前看了@小虎消息 的分析——《蚂蚁4000亿美元市值从何而来》非常赞同，大部分市场分析师在做估值的时候，都是从结论倒推到现有数据，至于方法论，无所不用其极，15%的永续增长率都出来了，我也是无Fuck说。 蚂蚁的目的是和明显的：7月份被传2000亿美元市值的时候，市场还喊着贵，于是非常干练地抛弃传统金融，让各大投行和券商的一堆TMT分析师（而不是传统金融行业分析师）去估值，展开他们的想象力，就把估值抬升至4000亿美元。 最后就可以大言不惭地说：4000亿美元都有","images":[{"img":"https://static.tigerbbs.com/e08aabad3c7fe6e3e9072c55e95fcd6f","width":"1147","height":"162"},{"img":"https://static.tigerbbs.com/5d9edbf550761ed0e9e094117704dd02","width":"799","height":"553"},{"img":"https://static.tigerbbs.com/c9d8ddecd2d215b43437feaf2cfb52a9","width":"1314","height":"638"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301437752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978852030,"gmtCreate":1599194070820,"gmtModify":1704221952045,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978852030","repostId":"1105929064","repostType":4,"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946678505,"gmtCreate":1595857591507,"gmtModify":1704210044927,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946678505","repostId":"2054681058","repostType":2,"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946627052,"gmtCreate":1595851538576,"gmtModify":1704210012349,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946627052","repostId":"948230458","repostType":1,"repost":{"id":948230458,"gmtCreate":1595382616074,"gmtModify":1744960539914,"author":{"id":"3492642718489623","authorId":"3492642718489623","name":"IPO早知道","avatar":"https://static.tigerbbs.com/5b17d5c0659f3f8d9917746df3c6024d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492642718489623","authorIdStr":"3492642718489623"},"themes":[],"title":"上半年承销最多中概股IPO，老虎证券如何破局投行江湖","htmlText":"\"自1992年华晨汽车登陆纽交所以来，中概股走出国门已有近三十年历史。一波波的上市潮不仅见证了中国互联网和新经济公司的崛起，它们身边陪伴者——投行的席次也悄悄地发生了改变。\"本文为IPO早知道原创作者｜C叔2020年的美股市场不寻常，中概股在疫情及做空风波里走过了上半场，IPO却依旧火爆，连带投行也收获颇丰。截至6月底，今年共16家中国企业赴美IPO，其中<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>&nbsp;参与11家，承销6家，是该期承销最多中国公司赴美上市的券商，而同期摩根大通、摩根士丹利、瑞信各承销3家、高盛承销1家。6年前以经纪业务起家的老虎证券在投行一侧显然发展迅猛，从拼多多、哔哩哔哩、爱奇艺到今年的金山云、燃石医学、声网，你能想到的大半新经济公司的IPO里几乎都有老虎证券的身影，这家新兴科技投行正在逐渐成为中国公司赴美上市的标配投行。中资科技投行进军华尔街纽约，曼哈顿，437号麦迪逊大道，这里是老虎证券投行团队的办公地。此处离大名鼎鼎的摩根士丹利仅600米，向南开车不到20分钟左右即可抵达高盛总部的大楼。尽管老牌大行近在咫尺，但这家新兴科技投行并不怯场。从第一宗投行单子至今的两年多来，老虎证券已参与超50家中概公司IPO，与摩根士丹利、高盛等国际顶尖投行同台竞技。在华尔街这个曾由传统投行巨擘制定规则的投行业里，老虎证券正以一种稳健且迅猛的姿态崭露头角。“为什么只有老虎证券吃到了投行这块蛋糕？”是很多人的疑问，但如追溯公司发展历史，答案就在眼前。老虎证券以美港股经纪业务起家，6年间收获了430万用户，一季度整体交易规模达441亿美元。与极度依赖线下的传统投行相比，老虎既拥有对全球超500家顶尖投资机构，以及一批专注于中概股的基金的全面覆盖优势，又有数百万经纪业务用户作为基","listText":"\"自1992年华晨汽车登陆纽交所以来，中概股走出国门已有近三十年历史。一波波的上市潮不仅见证了中国互联网和新经济公司的崛起，它们身边陪伴者——投行的席次也悄悄地发生了改变。\"本文为IPO早知道原创作者｜C叔2020年的美股市场不寻常，中概股在疫情及做空风波里走过了上半场，IPO却依旧火爆，连带投行也收获颇丰。截至6月底，今年共16家中国企业赴美IPO，其中<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>&nbsp;参与11家，承销6家，是该期承销最多中国公司赴美上市的券商，而同期摩根大通、摩根士丹利、瑞信各承销3家、高盛承销1家。6年前以经纪业务起家的老虎证券在投行一侧显然发展迅猛，从拼多多、哔哩哔哩、爱奇艺到今年的金山云、燃石医学、声网，你能想到的大半新经济公司的IPO里几乎都有老虎证券的身影，这家新兴科技投行正在逐渐成为中国公司赴美上市的标配投行。中资科技投行进军华尔街纽约，曼哈顿，437号麦迪逊大道，这里是老虎证券投行团队的办公地。此处离大名鼎鼎的摩根士丹利仅600米，向南开车不到20分钟左右即可抵达高盛总部的大楼。尽管老牌大行近在咫尺，但这家新兴科技投行并不怯场。从第一宗投行单子至今的两年多来，老虎证券已参与超50家中概公司IPO，与摩根士丹利、高盛等国际顶尖投行同台竞技。在华尔街这个曾由传统投行巨擘制定规则的投行业里，老虎证券正以一种稳健且迅猛的姿态崭露头角。“为什么只有老虎证券吃到了投行这块蛋糕？”是很多人的疑问，但如追溯公司发展历史，答案就在眼前。老虎证券以美港股经纪业务起家，6年间收获了430万用户，一季度整体交易规模达441亿美元。与极度依赖线下的传统投行相比，老虎既拥有对全球超500家顶尖投资机构，以及一批专注于中概股的基金的全面覆盖优势，又有数百万经纪业务用户作为基","text":"\"自1992年华晨汽车登陆纽交所以来，中概股走出国门已有近三十年历史。一波波的上市潮不仅见证了中国互联网和新经济公司的崛起，它们身边陪伴者——投行的席次也悄悄地发生了改变。\"本文为IPO早知道原创作者｜C叔2020年的美股市场不寻常，中概股在疫情及做空风波里走过了上半场，IPO却依旧火爆，连带投行也收获颇丰。截至6月底，今年共16家中国企业赴美IPO，其中$老虎证券(TIGR)$ 参与11家，承销6家，是该期承销最多中国公司赴美上市的券商，而同期摩根大通、摩根士丹利、瑞信各承销3家、高盛承销1家。6年前以经纪业务起家的老虎证券在投行一侧显然发展迅猛，从拼多多、哔哩哔哩、爱奇艺到今年的金山云、燃石医学、声网，你能想到的大半新经济公司的IPO里几乎都有老虎证券的身影，这家新兴科技投行正在逐渐成为中国公司赴美上市的标配投行。中资科技投行进军华尔街纽约，曼哈顿，437号麦迪逊大道，这里是老虎证券投行团队的办公地。此处离大名鼎鼎的摩根士丹利仅600米，向南开车不到20分钟左右即可抵达高盛总部的大楼。尽管老牌大行近在咫尺，但这家新兴科技投行并不怯场。从第一宗投行单子至今的两年多来，老虎证券已参与超50家中概公司IPO，与摩根士丹利、高盛等国际顶尖投行同台竞技。在华尔街这个曾由传统投行巨擘制定规则的投行业里，老虎证券正以一种稳健且迅猛的姿态崭露头角。“为什么只有老虎证券吃到了投行这块蛋糕？”是很多人的疑问，但如追溯公司发展历史，答案就在眼前。老虎证券以美港股经纪业务起家，6年间收获了430万用户，一季度整体交易规模达441亿美元。与极度依赖线下的传统投行相比，老虎既拥有对全球超500家顶尖投资机构，以及一批专注于中概股的基金的全面覆盖优势，又有数百万经纪业务用户作为基","images":[{"img":"https://static.tigerbbs.com/cdd9375d4a21c24aa1b0bf2e0ee0c3e3","width":"641","height":"360"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948230458","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946095913,"gmtCreate":1595514154332,"gmtModify":1704209284597,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946095913","repostId":"1106608611","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948164449,"gmtCreate":1595294715481,"gmtModify":1704208392554,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948164449","repostId":"1135793359","repostType":2,"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948971292,"gmtCreate":1595241545016,"gmtModify":1704208174910,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948971292","repostId":"1187441419","repostType":4,"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941610247,"gmtCreate":1594888426189,"gmtModify":1704207271255,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941610247","repostId":"2051743252","repostType":2,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941609482,"gmtCreate":1594883440246,"gmtModify":1704207231866,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941609482","repostId":"2051982238","repostType":2,"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943472267,"gmtCreate":1594699221359,"gmtModify":1704206404280,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943472267","repostId":"1102671475","repostType":4,"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943657957,"gmtCreate":1594625657279,"gmtModify":1704205975853,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943657957","repostId":"1185376678","repostType":4,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949002067,"gmtCreate":1594083320759,"gmtModify":1704203841232,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949002067","repostId":"2049115512","repostType":2,"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940790595,"gmtCreate":1594046685817,"gmtModify":1704203716191,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940790595","repostId":"1125481786","repostType":4,"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":958560159,"gmtCreate":1591319603871,"gmtModify":1704195311430,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/958560159","repostId":"951748112","repostType":1,"repost":{"id":951748112,"gmtCreate":1591082410036,"gmtModify":1744960524828,"author":{"id":"3504159341957730","authorId":"3504159341957730","name":"小虎ETF","avatar":"https://static.tigerbbs.com/075b2bc663a4c715d836273d248d8ddb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504159341957730","authorIdStr":"3504159341957730"},"themes":[],"title":"TTTN 月报（2020年 5月）：基金净值月度收益7.72%","htmlText":"概括： 疫情控制较好的中国，复工后本月制造重回了扩张期间，但消费疲弱，外需出现下行，经济整体修复动能较为缓慢。美国新冠死亡病例持续攀升，但全美50个州已放宽了社会隔离相关措施，美国5月 PMI反弹，各项指标有所好转，但近日的冲突事件给经济造成了不确定性。而一些互联网巨头继续保持着良好的势头。本月<a target=\"_blank\" href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;月度分别上涨45.96%、41.33%和26.06%，推动了<a target=\"_blank\" href=\"https://laohu8.com/S/TTTN\">$老虎中美互联网巨头ETF(TTTN)$</a>&nbsp;基金净值上行7.72%。TTTN的收益继续跑赢中美大盘ETF，年初至今收益11.55%，发行以来累计收益30.65%。TTTN 5月表现一览基本信息收益表现持仓权重分布5月魅可多、美团点评、京东月度分别上涨45.96%、41.33%和26.06%，对基金净值贡献最多。年初至今表现与大盘ETF的对比本月TTTN基金净值上涨7.72%，年初至今的收益跑赢中美大盘ETF。持仓股信息大行评级截止本月底，阿里巴巴、谷歌、FACEBOOK、亚马逊、腾讯和京东获得了90%以上的买入评级。百度有70%的分析师认为其股价还有33%的上涨空间。在5月份有9家成分股发布2020Q1财报，从财务数据可看出有些公司受疫情影响较大，但大部分","listText":"概括： 疫情控制较好的中国，复工后本月制造重回了扩张期间，但消费疲弱，外需出现下行，经济整体修复动能较为缓慢。美国新冠死亡病例持续攀升，但全美50个州已放宽了社会隔离相关措施，美国5月 PMI反弹，各项指标有所好转，但近日的冲突事件给经济造成了不确定性。而一些互联网巨头继续保持着良好的势头。本月<a target=\"_blank\" href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;月度分别上涨45.96%、41.33%和26.06%，推动了<a target=\"_blank\" href=\"https://laohu8.com/S/TTTN\">$老虎中美互联网巨头ETF(TTTN)$</a>&nbsp;基金净值上行7.72%。TTTN的收益继续跑赢中美大盘ETF，年初至今收益11.55%，发行以来累计收益30.65%。TTTN 5月表现一览基本信息收益表现持仓权重分布5月魅可多、美团点评、京东月度分别上涨45.96%、41.33%和26.06%，对基金净值贡献最多。年初至今表现与大盘ETF的对比本月TTTN基金净值上涨7.72%，年初至今的收益跑赢中美大盘ETF。持仓股信息大行评级截止本月底，阿里巴巴、谷歌、FACEBOOK、亚马逊、腾讯和京东获得了90%以上的买入评级。百度有70%的分析师认为其股价还有33%的上涨空间。在5月份有9家成分股发布2020Q1财报，从财务数据可看出有些公司受疫情影响较大，但大部分","text":"概括： 疫情控制较好的中国，复工后本月制造重回了扩张期间，但消费疲弱，外需出现下行，经济整体修复动能较为缓慢。美国新冠死亡病例持续攀升，但全美50个州已放宽了社会隔离相关措施，美国5月 PMI反弹，各项指标有所好转，但近日的冲突事件给经济造成了不确定性。而一些互联网巨头继续保持着良好的势头。本月$MercadoLibre(MELI)$ 、$美团点评-W(03690)$ 、$京东(JD)$ 月度分别上涨45.96%、41.33%和26.06%，推动了$老虎中美互联网巨头ETF(TTTN)$ 基金净值上行7.72%。TTTN的收益继续跑赢中美大盘ETF，年初至今收益11.55%，发行以来累计收益30.65%。TTTN 5月表现一览基本信息收益表现持仓权重分布5月魅可多、美团点评、京东月度分别上涨45.96%、41.33%和26.06%，对基金净值贡献最多。年初至今表现与大盘ETF的对比本月TTTN基金净值上涨7.72%，年初至今的收益跑赢中美大盘ETF。持仓股信息大行评级截止本月底，阿里巴巴、谷歌、FACEBOOK、亚马逊、腾讯和京东获得了90%以上的买入评级。百度有70%的分析师认为其股价还有33%的上涨空间。在5月份有9家成分股发布2020Q1财报，从财务数据可看出有些公司受疫情影响较大，但大部分","images":[{"img":"https://static.tigerbbs.com/d79278f3c272ad69ceece5c2fd95d775","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/67d767ff735a1ba527dfa136fb4a8222","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/41cfa9d8ad828227e9843b9c670e4da0","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951748112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334488301,"gmtCreate":1610944449103,"gmtModify":1703747226493,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334488301","repostId":"1123943249","repostType":4,"isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458895816500072,"gmtCreate":1753072288417,"gmtModify":1753072290581,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","listText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","text":"‌[微笑] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458895816500072","repostId":"458137976570712","repostType":1,"repost":{"id":458137976570712,"gmtCreate":1752887157102,"gmtModify":1752887168298,"author":{"id":"3453364753218831","authorId":"3453364753218831","name":"蓝田日暖","avatar":"https://static.tigerbbs.com/a525724b14002b59d0a5b0b3f9071b33","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453364753218831","authorIdStr":"3453364753218831"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲！不仅是Meme股！","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲！不仅是Meme股！","text":"$Opendoor Technologies Inc(OPEN)$ 冲！不仅是Meme股！","images":[{"img":"https://static.tigerbbs.com/649d7af0b8148fbe4267d5bdb4da3aca","width":"597","height":"1765"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458137976570712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109857070,"gmtCreate":1619685313090,"gmtModify":1619685313090,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109857070","repostId":"2130376631","repostType":2,"isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319113781,"gmtCreate":1611549139943,"gmtModify":1703750823011,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319113781","repostId":"1142406984","repostType":4,"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337856436,"gmtCreate":1611121822525,"gmtModify":1703748133373,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/15776\">$阿里瑞银一六购A.C(15776)$</a>马爸爸加油","listText":"<a href=\"https://laohu8.com/S/15776\">$阿里瑞银一六购A.C(15776)$</a>马爸爸加油","text":"$阿里瑞银一六购A.C(15776)$马爸爸加油","images":[{"img":"https://static.tigerbbs.com/164c5aa3fbd1ff2cca4c810578085266","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337856436","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":333377493,"gmtCreate":1609200643412,"gmtModify":1703738126176,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333377493","repostId":"330293000","repostType":1,"repost":{"id":330293000,"gmtCreate":1608624126400,"gmtModify":1744796792500,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"彭博采访视频：ARK女神预计，未来5年的回报率将达到20%","htmlText":"\n \n \n  12月18日——凯瑟琳·伍德(Cathie Wood)发布了2020年资金管理史上最好的一些数据。在采访中，方舟投资管理公司(Ark Investment Management)创始人兼首席执行官谈到了她对未来回报的预期、对特斯拉公司(Tesla Inc.)的信心、比特币和基因编辑技术，以及她职业生涯中可能会出现的一些时刻。伍德接受了彭博社Front Row栏目的独家专访。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/ARKW\">$ARK Web x.0 ETF(ARKW)$</a>&nbsp; 关于中文翻译指路：<a target=\"_blank\" href=\"https://laohu8.com/U/3474364984991596\">@美港电讯APP</a>&nbsp;<a href=\"https://laohu8.com/TW/330642059\" target=\"_blank\">Cathie Wood在彭博“Front Row”节目上的采访实录</a>\n \n","listText":"12月18日——凯瑟琳·伍德(Cathie Wood)发布了2020年资金管理史上最好的一些数据。在采访中，方舟投资管理公司(Ark Investment Management)创始人兼首席执行官谈到了她对未来回报的预期、对特斯拉公司(Tesla Inc.)的信心、比特币和基因编辑技术，以及她职业生涯中可能会出现的一些时刻。伍德接受了彭博社Front Row栏目的独家专访。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/ARKW\">$ARK Web x.0 ETF(ARKW)$</a>&nbsp; 关于中文翻译指路：<a target=\"_blank\" href=\"https://laohu8.com/U/3474364984991596\">@美港电讯APP</a>&nbsp;<a href=\"https://laohu8.com/TW/330642059\" target=\"_blank\">Cathie Wood在彭博“Front Row”节目上的采访实录</a>","text":"12月18日——凯瑟琳·伍德(Cathie Wood)发布了2020年资金管理史上最好的一些数据。在采访中，方舟投资管理公司(Ark Investment Management)创始人兼首席执行官谈到了她对未来回报的预期、对特斯拉公司(Tesla Inc.)的信心、比特币和基因编辑技术，以及她职业生涯中可能会出现的一些时刻。伍德接受了彭博社Front Row栏目的独家专访。$特斯拉(TSLA)$ $比特币基金(GBTC)$ $ARK Web x.0 ETF(ARKW)$ 关于中文翻译指路：@美港电讯APP Cathie Wood在彭博“Front Row”节目上的采访实录","images":[{"img":"https://static.tigerbbs.com/c71f4a6d4f4b0f29b4627100458d32a5","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330293000","isVote":1,"tweetType":2,"object":{"id":"0cf8b6b0df8f44009f6bb22bea842dd4","tweetId":"330293000","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/ad62dd085213833187207445794/v.f30.mp4","poster":"https://static.tigerbbs.com/c71f4a6d4f4b0f29b4627100458d32a5"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392592520,"gmtCreate":1607478285460,"gmtModify":1703848129729,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392592520","repostId":"1171853576","repostType":2,"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308300274,"gmtCreate":1603854038598,"gmtModify":1703830960037,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308300274","repostId":"301437752","repostType":1,"repost":{"id":301437752,"gmtCreate":1603719971672,"gmtModify":1742966753745,"author":{"id":"279327367386116","authorId":"279327367386116","name":"詹姆斯聊新股","avatar":"https://static.tigerbbs.com/8eff8748bfb6c8488c528dba16cf563a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"279327367386116","authorIdStr":"279327367386116"},"themes":[],"title":"3100亿美金的蚂蚁，我依然决定重仓打新！","htmlText":"——参与打新是投机，与认可估值是两码事 <a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a>终于公布了定价！A股发行价每股68.8元人民币，每手100股，即6880元；H股的发行价每股80港元，而每手只有50股，一手4000港元。 这与马云爸爸比较喜欢搞普惠的风格有关。A股没法决定一手数量，港股就折半，让更多散户参与。 蚂蚁的估值定价高吗？ 根据最终的价格，蚂蚁在两地分别发售16.7亿股，上市后总股本303.76亿，如果算上超额配股权的15%，那就是308.78亿。考虑到目前全市场对蚂蚁的申购热情，超额配股权悉数行使基本没有意外，那对应的上市后总市值将达到2.47万亿港元，即3147亿美元。 这个市值规模是整个<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 的45%。 之前看了<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a>&nbsp;的分析——《<a href=\"https://laohu8.com/TW/301386651\" target=\"_blank\">蚂蚁4000亿美元市值从何而来</a>》非常赞同，大部分市场分析师在做估值的时候，都是从结论倒推到现有数据，至于方法论，无所不用其极，15%的永续增长率都出来了，我也是无Fuck说。 蚂蚁的目的是和明显的：7月份被传2000亿美元市值的时候，市场还喊着贵，于是非常干练地抛弃传统金融，让各大投行和券商的一堆TMT分析师（而不是传统金融行业分析师）去估值，展开他们的想象力，就把估值抬升至4000亿美元。 最后就可以大言不惭地说：4000亿美元都有","listText":"——参与打新是投机，与认可估值是两码事 <a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a>终于公布了定价！A股发行价每股68.8元人民币，每手100股，即6880元；H股的发行价每股80港元，而每手只有50股，一手4000港元。 这与马云爸爸比较喜欢搞普惠的风格有关。A股没法决定一手数量，港股就折半，让更多散户参与。 蚂蚁的估值定价高吗？ 根据最终的价格，蚂蚁在两地分别发售16.7亿股，上市后总股本303.76亿，如果算上超额配股权的15%，那就是308.78亿。考虑到目前全市场对蚂蚁的申购热情，超额配股权悉数行使基本没有意外，那对应的上市后总市值将达到2.47万亿港元，即3147亿美元。 这个市值规模是整个<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 的45%。 之前看了<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a>&nbsp;的分析——《<a href=\"https://laohu8.com/TW/301386651\" target=\"_blank\">蚂蚁4000亿美元市值从何而来</a>》非常赞同，大部分市场分析师在做估值的时候，都是从结论倒推到现有数据，至于方法论，无所不用其极，15%的永续增长率都出来了，我也是无Fuck说。 蚂蚁的目的是和明显的：7月份被传2000亿美元市值的时候，市场还喊着贵，于是非常干练地抛弃传统金融，让各大投行和券商的一堆TMT分析师（而不是传统金融行业分析师）去估值，展开他们的想象力，就把估值抬升至4000亿美元。 最后就可以大言不惭地说：4000亿美元都有","text":"——参与打新是投机，与认可估值是两码事 $蚂蚁集团(06688)$终于公布了定价！A股发行价每股68.8元人民币，每手100股，即6880元；H股的发行价每股80港元，而每手只有50股，一手4000港元。 这与马云爸爸比较喜欢搞普惠的风格有关。A股没法决定一手数量，港股就折半，让更多散户参与。 蚂蚁的估值定价高吗？ 根据最终的价格，蚂蚁在两地分别发售16.7亿股，上市后总股本303.76亿，如果算上超额配股权的15%，那就是308.78亿。考虑到目前全市场对蚂蚁的申购热情，超额配股权悉数行使基本没有意外，那对应的上市后总市值将达到2.47万亿港元，即3147亿美元。 这个市值规模是整个$腾讯控股(00700)$ 的45%。 之前看了@小虎消息 的分析——《蚂蚁4000亿美元市值从何而来》非常赞同，大部分市场分析师在做估值的时候，都是从结论倒推到现有数据，至于方法论，无所不用其极，15%的永续增长率都出来了，我也是无Fuck说。 蚂蚁的目的是和明显的：7月份被传2000亿美元市值的时候，市场还喊着贵，于是非常干练地抛弃传统金融，让各大投行和券商的一堆TMT分析师（而不是传统金融行业分析师）去估值，展开他们的想象力，就把估值抬升至4000亿美元。 最后就可以大言不惭地说：4000亿美元都有","images":[{"img":"https://static.tigerbbs.com/e08aabad3c7fe6e3e9072c55e95fcd6f","width":"1147","height":"162"},{"img":"https://static.tigerbbs.com/5d9edbf550761ed0e9e094117704dd02","width":"799","height":"553"},{"img":"https://static.tigerbbs.com/c9d8ddecd2d215b43437feaf2cfb52a9","width":"1314","height":"638"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301437752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978852030,"gmtCreate":1599194070820,"gmtModify":1704221952045,"author":{"id":"3547164311887984","authorId":"3547164311887984","name":"河边草2020","avatar":"https://static.tigerbbs.com/7d3750251f0ca7845dc565ecc449a682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547164311887984","authorIdStr":"3547164311887984"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978852030","repostId":"1105929064","repostType":4,"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}