陈斌1111的个人主页 - 老虎社区

陈斌1111

陈斌1111

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IP属地：浙江

61关注

38粉丝

8主题

0勋章

2021-08-19

上层建筑不改革中间层底层不管怎么分都不够分

抱歉，原内容已删除

08-11

我开仓了85.0股$特斯拉(TSLA)$ ,去查看订单详情。@小虎看单

08-11

我平仓了85.0股$特斯拉(TSLA)$ ,去查看订单详情。@小虎看单

08-04

我开仓了100.0股$纳指三倍做多ETF(TQQQ)$ ,去查看订单详情。@小虎看单

08-08

我平仓了100.0股$特斯拉(TSLA)$ ,去查看订单详情。@小虎看单

08-06

我开仓了65.0股$苹果(AAPL)$ ,去查看订单详情。@小虎看单

08-05

我平仓了100.0股$纳指三倍做多ETF(TQQQ)$ ,去查看订单详情。@小虎看单

08-05

我开仓了100.0股$纳指三倍做多ETF(TQQQ)$ ,去查看订单详情。@小虎看单

08-04

我平仓了200.0股$纳指三倍做多ETF(TQQQ)$ ,去查看订单详情。@小虎看单

08-04

我开仓了100.0股$纳指三倍做多ETF(TQQQ)$ ,去查看订单详情。@小虎看单

06-25

我平仓了4500.0股$20+年以上美国国债ETF-iShares(TLT)$ ,去查看订单详情。

08-08

我开仓了100.0股$特斯拉(TSLA)$ ,去查看订单详情。@小虎看单

08-06

我平仓了65.0股$苹果(AAPL)$ ,去查看订单详情。@小虎看单

06-19

我开仓了46手$TLT 20250829 87.0 CALL$ ,去查看订单详情。

05-20

我开仓了40.0股$联合健康(UNH)$ ,去查看订单详情。

2020-04-17

这篇文章不错，转发给大家看

抱歉，原内容已删除

07-18

我平仓了100.0股$联合健康(UNH)$ ,去查看订单详情。

07-18

我平仓了100.0股$Molina Healthcare Inc(MOH)$ ,去查看订单详情。

07-18

我平仓了1200.0股$康西哥(CNC)$ ,去查看订单详情。

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有什么可期待","listText":"这种垃圾 有什么可期待","text":"这种垃圾 有什么可期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222339991904304","repostId":"2369111169","repostType":2,"repost":{"id":"2369111169","kind":"news","pubTimestamp":1695253246,"share":"https://www.laohu8.com/m/news/2369111169?lang=&edition=full","pubTime":"2023-09-21 07:40","market":"us","language":"zh","title":"亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2369111169","media":"华尔街见闻","summary":"美东时间就9月20日周三，亚马逊举行今年最重磅的新品发布会，得到生成式人工智能功能加持的Alexa语音助手、新款音箱Echo、电脑、眼镜、电视等硬件携手亮相，赶在四季度“黑色星期五”、感恩节和圣诞这类重磅假日购物季到来前，用全线新品充实火力吸引买家。亚马逊称，新Alexa系统将专注于类似对话的界面、现实世界的应用、个性化、个人化和隐私。","content":"<html><head></head><body><blockquote><p><strong>Alexa提供类ChatGPT对话交流，和用户有“类似人类互动”，并提供免提呼叫紧急求助。Echo 8音箱售价约150美元，儿童用平板Fire Kids起售约190美元，智能家居控制器Echo Hub售约180美元，路由器Eero Max 7起售约600美元，流媒体播放器Fire TV Stick 4K起售约50美元，户外安防摄像头Blink Sync Module Pro售约50美元，智能眼镜Echo Frames起售约270美元。</strong></p></blockquote><p style=\"text-align: justify;\">美东时间就9月20日周三，亚马逊举行今年最重磅的新品发布会，得到生成式人工智能（AI）功能加持的Alexa语音助手、新款音箱Echo、电脑、眼镜、电视等硬件携手亮相，赶在四季度“黑色星期五”、感恩节和圣诞这类重磅假日购物季到来前，用全线新品充实火力吸引买家。</p><h2 id=\"id_3015143751\" style=\"text-align: start;\">Alexa提供类ChatGPT对话交流 有“类似人类互动” 提供免提呼叫紧急求助服务</h2><p style=\"text-align: justify;\">亚马逊称，已有将近10亿台Alexa设备被买走，将在美国推出基于生成式AI的“预告”版Alexa。新版Alexa拥有的新功能将得到生成式AI技术加持。Alexa设备将提供呼入翻译功能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3579724e22ddaed3f64f8b2cbd32148\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\">亚马逊称，新Alexa系统将专注于类似对话的界面、现实世界的应用、个性化、个人化和隐私。亚马逊设备与服务高级副总裁Dave Limp说，现在用户可以和Alexa可以有“类似人类的互动”。</p><p style=\"text-align: justify;\">亚马逊现场展示了新的Alexa界面可以怎样同用户进行现场有来有往的对话，类似ChatGPT那样的交流。系统通过与用户的对话了解用户，比如知道用户最喜欢哪个球队；根据之前的对话，Alexa就能了解用户希望发出怎样的召唤设备常规需求，用户不必再次提供上下文、对Alexa说出唤醒词提出要求。</p><p style=\"text-align: justify;\">与 ChatGPT 一样，Alexa系统还可以代表用户向他人发送文本。 例如基于屏幕的Alexa可以邀请用户的朋友前来看球赛。</p><p style=\"text-align: justify;\">亚马逊还推出名为“紧急协助”的功能，让用户可以通过Alexa启动免提呼叫的紧急求助服务，收费每月5.99美元或者包年59美元。</p><p style=\"text-align: justify;\">Alexa不能直接拨通911电话求助，但可以自动联系用户预设的紧急联系人寻求帮助，告知收到电话的人用户通过哪个设备求助。用户可以事先保存家庭住址、门禁密码、正在服用何种药物、任何可能的过敏源等基本信息，以便采用紧急协助服务时发给急救人员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c34158938f67b5f4e262f058cad1d0a0\" tg-width=\"592\" tg-height=\"391\"/></p><h2 id=\"id_960304520\" style=\"text-align: start;\">Echo 8音箱售价约150美元 儿童用平板Fire Kids起售约190美元</h2><p style=\"text-align: justify;\">亚马逊推出重新设计界面和升级音箱的Echo 8，售价149.99 美元，将10月开始发货。</p><p style=\"text-align: justify;\">Echo 8利用电脑视觉，根据用户和屏幕之间的距离改变自身界面。如果用户远离音箱时，Echo 8的天气App将显示温度，如果用户靠近它，会显示当天剩余时间的天气预报。</p><p style=\"text-align: justify;\">新界面使Echo 8的Alexa语音助手响应时间加快40%，并增加了可持续发展的新功能，包括回收包装。</p><p style=\"text-align: justify;\">亚马逊推出面向儿童的新款音箱Echo Dot Pop和平板电脑Fire Kids。新款10英寸儿童用平板电脑将于10月上市，起售价189.99 美元。有标准版Fire HD 10 Kids和适合大孩子的Fire HD 10 Kids Pro。</p><p style=\"text-align: justify;\">相比上一代，新版Fire HD 10 Kids的速度快约 25%。它们都配备10.1英寸的1080p 显示屏、3GB RAM，电池续航时间长达13小时。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c67103838c1514847df7e1aff2aa9fb\" tg-width=\"501\" tg-height=\"281\"/></p><h2 id=\"id_3165927019\" style=\"text-align: start;\">智能家居控制器Echo Hub售约180美元</h2><p style=\"text-align: justify;\">亚马逊发布首款真正的智能家居控制器Echo Hub，售价179.99美元的。它有8英寸大小的触屏，是Echo Show 8的超薄版或者说Show 15的缩小版。它可以与墙壁齐平放置，也可以通过支架撑在桌子或架子上。</p><p style=\"text-align: justify;\">虽然外观看起来类似平板电脑，但Echo Hub运行与新Show 5相同的操作系统，处理器不同，而且没有摄像头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12287ac94aea8d165f215ab93c018e19\" tg-width=\"595\" tg-height=\"396\"/></p><h2 id=\"id_404539707\" style=\"text-align: start;\">路由器Eero Max 7起售约600美元 流媒体播放器Fire TV Stick 4K起售约50美元</h2><p style=\"text-align: justify;\">亚马逊推出新型路由器Eero Max 7，起售价599.99 美元，内置Zigbee 和 Thread路由。两个 10GB以太网端口的有线网速高达9.4Gbps，路由器最多可同时连接200 个设备。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/023c2345da366b23b7444a23194b50dc\" tg-width=\"498\" tg-height=\"276\"/></p><p style=\"text-align: justify;\">亚马逊推出新款流媒体播放器——处理器均升级的Fire TV Stick 4K和 Fire TV Stick 4K Max，售价分别为49.99美元和59.99 美元。Fire TV新买家将获得六个月免费的MGM+服务。</p><p style=\"text-align: justify;\">标准版Fire TV Stick 4K的功能比前代的性能提高30%，支持Wi-Fi 6网络和 4K流媒体及支持杜比视界、HDR10 和 HDR10 Plus。Max版在标准版的在基础上支持Wi-Fi 6E网络，存储空间是之前版本的两倍，现在为16GB。</p><p style=\"text-align: justify;\">亚马逊称，Fire TV电视设备已经销售超过2亿台，将在今年晚些时候推出改进款Fire TV搜索交互。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6791feb4c72386ec1d9c6ff5181330a\" tg-width=\"600\" tg-height=\"393\"/></p><h2 id=\"id_4236839599\" style=\"text-align: start;\">户外安防摄像头Blink Sync Module Pro售约50美元 智能眼镜Echo Frames起售约270美元</h2><p style=\"text-align: justify;\">亚马逊推出的新款无线家用安防摄像头Blink增加了一个同步模块，让这款户外摄像机的电池寿命延长到四年。Blink Sync Module Pro将Blink摄像头的范围扩展到Wi-Fi 之外，售价49.99 美元，将于明年初上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f0fc2d8791b19a944a310963779321e\" tg-width=\"498\" tg-height=\"277\"/></p><p style=\"text-align: justify;\">亚马逊推出新款Echo Frames智能眼镜，配备Alexa助手，电池性能更佳，续航时间达6小时，将于稍晚上市，起售价269.99美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/849844477d09a9166de16693e54bf231\" tg-width=\"590\" tg-height=\"394\"/></p><p><br/></p></body></html>","source":"wallstreetcn_api","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>亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相</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亚马逊今年最重磅发布会：生成式AI加持Alexa助手、新款音响、平板、路由等硬件亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-21 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3698313><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alexa提供类ChatGPT对话交流，和用户有“类似人类互动”，并提供免提呼叫紧急求助。Echo 8音箱售价约150美元，儿童用平板Fire Kids起售约190美元，智能家居控制器Echo Hub售约180美元，路由器Eero Max 7起售约600美元，流媒体播放器Fire TV Stick 4K起售约50美元，户外安防摄像头Blink Sync Module Pro售约50美元，智能眼镜...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3698313\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e432161166513980a706d2623b8d13f","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4561":"索罗斯持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4588":"碎股","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU 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Stick 4K起售约50美元，户外安防摄像头Blink Sync Module Pro售约50美元，智能眼镜Echo Frames起售约270美元。美东时间就9月20日周三，亚马逊举行今年最重磅的新品发布会，得到生成式人工智能（AI）功能加持的Alexa语音助手、新款音箱Echo、电脑、眼镜、电视等硬件携手亮相，赶在四季度“黑色星期五”、感恩节和圣诞这类重磅假日购物季到来前，用全线新品充实火力吸引买家。Alexa提供类ChatGPT对话交流 有“类似人类互动” 提供免提呼叫紧急求助服务亚马逊称，已有将近10亿台Alexa设备被买走，将在美国推出基于生成式AI的“预告”版Alexa。新版Alexa拥有的新功能将得到生成式AI技术加持。Alexa设备将提供呼入翻译功能。亚马逊称，新Alexa系统将专注于类似对话的界面、现实世界的应用、个性化、个人化和隐私。亚马逊设备与服务高级副总裁Dave Limp说，现在用户可以和Alexa可以有“类似人类的互动”。亚马逊现场展示了新的Alexa界面可以怎样同用户进行现场有来有往的对话，类似ChatGPT那样的交流。系统通过与用户的对话了解用户，比如知道用户最喜欢哪个球队；根据之前的对话，Alexa就能了解用户希望发出怎样的召唤设备常规需求，用户不必再次提供上下文、对Alexa说出唤醒词提出要求。与 ChatGPT 一样，Alexa系统还可以代表用户向他人发送文本。 例如基于屏幕的Alexa可以邀请用户的朋友前来看球赛。亚马逊还推出名为“紧急协助”的功能，让用户可以通过Alexa启动免提呼叫的紧急求助服务，收费每月5.99美元或者包年59美元。Alexa不能直接拨通911电话求助，但可以自动联系用户预设的紧急联系人寻求帮助，告知收到电话的人用户通过哪个设备求助。用户可以事先保存家庭住址、门禁密码、正在服用何种药物、任何可能的过敏源等基本信息，以便采用紧急协助服务时发给急救人员。Echo 8音箱售价约150美元 儿童用平板Fire Kids起售约190美元亚马逊推出重新设计界面和升级音箱的Echo 8，售价149.99 美元，将10月开始发货。Echo 8利用电脑视觉，根据用户和屏幕之间的距离改变自身界面。如果用户远离音箱时，Echo 8的天气App将显示温度，如果用户靠近它，会显示当天剩余时间的天气预报。新界面使Echo 8的Alexa语音助手响应时间加快40%，并增加了可持续发展的新功能，包括回收包装。亚马逊推出面向儿童的新款音箱Echo Dot Pop和平板电脑Fire Kids。新款10英寸儿童用平板电脑将于10月上市，起售价189.99 美元。有标准版Fire HD 10 Kids和适合大孩子的Fire HD 10 Kids Pro。相比上一代，新版Fire HD 10 Kids的速度快约 25%。它们都配备10.1英寸的1080p 显示屏、3GB RAM，电池续航时间长达13小时。智能家居控制器Echo Hub售约180美元亚马逊发布首款真正的智能家居控制器Echo Hub，售价179.99美元的。它有8英寸大小的触屏，是Echo Show 8的超薄版或者说Show 15的缩小版。它可以与墙壁齐平放置，也可以通过支架撑在桌子或架子上。虽然外观看起来类似平板电脑，但Echo Hub运行与新Show 5相同的操作系统，处理器不同，而且没有摄像头。路由器Eero Max 7起售约600美元 流媒体播放器Fire TV Stick 4K起售约50美元亚马逊推出新型路由器Eero Max 7，起售价599.99 美元，内置Zigbee 和 Thread路由。两个 10GB以太网端口的有线网速高达9.4Gbps，路由器最多可同时连接200 个设备。亚马逊推出新款流媒体播放器——处理器均升级的Fire TV Stick 4K和 Fire TV Stick 4K Max，售价分别为49.99美元和59.99 美元。Fire TV新买家将获得六个月免费的MGM+服务。标准版Fire TV Stick 4K的功能比前代的性能提高30%，支持Wi-Fi 6网络和 4K流媒体及支持杜比视界、HDR10 和 HDR10 Plus。Max版在标准版的在基础上支持Wi-Fi 6E网络，存储空间是之前版本的两倍，现在为16GB。亚马逊称，Fire TV电视设备已经销售超过2亿台，将在今年晚些时候推出改进款Fire TV搜索交互。户外安防摄像头Blink Sync Module Pro售约50美元 智能眼镜Echo Frames起售约270美元亚马逊推出的新款无线家用安防摄像头Blink增加了一个同步模块，让这款户外摄像机的电池寿命延长到四年。Blink Sync Module Pro将Blink摄像头的范围扩展到Wi-Fi 之外，售价49.99 美元，将于明年初上市。亚马逊推出新款Echo Frames智能眼镜，配备Alexa助手，电池性能更佳，续航时间达6小时，将于稍晚上市，起售价269.99美元。","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":2582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616920105,"gmtCreate":1651347405803,"gmtModify":1651347405803,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"～","listText":"～","text":"～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616920105","repostId":"1190110506","repostType":2,"isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635548439,"gmtCreate":1647143729735,"gmtModify":1647143729735,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"l烈士","listText":"l烈士","text":"l烈士","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635548439","repostId":"639453726","repostType":1,"repost":{"id":639453726,"gmtCreate":1643398002564,"gmtModify":1643398002564,"author":{"id":"3499390693248800","authorId":"3499390693248800","name":"手打丸子","avatar":"https://static.tigerbbs.com/3b6451df122ca089af42fd2e1f269957","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499390693248800","authorIdStr":"3499390693248800"},"themes":[],"htmlText":"<a 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10:37","market":"us","language":"zh","title":"港股“贪婪”时刻已至？机构短期分歧加大","url":"https://stock-news.laohu8.com/highlight/detail?id=2184033847","media":"经济观察报","summary":"经济观察报 记者 李沁港股“贪婪”时刻来了吗？四季度以来，港股市场保持震荡走势、恒生指数相较回暖。伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的时刻，可以配置起来了。放眼长期，多位机构人士认为，对于2022年港股市场并不悲观，存在值得把握的机构性机会，长期价值将逐渐凸显。","content":"<div>\n<p>经济观察报 记者 李沁 港股“贪婪”时刻来了吗？\n四季度以来，港股市场保持震荡走势、恒生指数相较回暖。根据Wind数据，四季度伊始至11月19日，恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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\" 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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港股“贪婪”时刻已至？机构短期分歧加大\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-20 10:37 北京时间&nbsp;&nbsp;&nbsp;<strong>经济观察报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经济观察报 记者 李沁 港股“贪婪”时刻来了吗？\n四季度以来，港股市场保持震荡走势、恒生指数相较回暖。根据Wind数据，四季度伊始至11月19日，恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184033847","content_text":"经济观察报 记者 李沁 港股“贪婪”时刻来了吗？\n四季度以来，港股市场保持震荡走势、恒生指数相较回暖。根据Wind数据，四季度伊始至11月19日，恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n伴随着海外资金与南下资金逐渐企稳以及估值处于相对较低历史分位的环境下，关于“当下是配置港股好时机”的市场观点也逐渐增多，多位机构人士抛出观点，认为港股到了已经可以贪婪的时刻，可以配置起来了。\n然而，亦有不少人持相反态度，分歧点主要集中在对港股总体的估值情况、宏观环境及领涨板块的认知方面。\n放眼长期，多位机构人士认为，对于2022年港股市场并不悲观，存在值得把握的机构性机会，长期价值将逐渐凸显。\n港股回暖\n截至11月19日，恒生指数收于25049.97 点，跌幅为1.07%；恒生科技指数收于6474.97点，下跌0.26%；恒生国企指数收于8970.67点，跌幅为0.72%。\n自四季度以来，港股走势较前三季度有较为明显的反弹，恒生指数有一定的回暖迹象。同样从Wind数据来看，四季度至今恒生指数收涨1.93%，恒生国企指数小幅收涨2.80%，恒生科技指数收涨5.84%。\n行业层面上看，前三季度涨幅较好的原材料行业和能源行业在四季度降温，而前三季度跌幅较大的科技板块和消费板块则在四季度反弹显著。\n追溯回暖的原因，可从全球宏观经济走势、地产债情绪、互联网监管政策、基本面等多个层面解释。\n从海外经济走势来看，工银瑞信基金权益投资能力一中心、七中心负责人单文表示，由于美国通胀数据持续超出市场预期，美国减量预期逐渐落地以及加息预期的提前，导致长短端美债收益率都出现较大幅度的波动，从而对股票、尤其是长久期的成长型股票资产的定价效率造成了一定的波动。不过，考虑本次Taper预期管理已经较为充分、并且港股部分核心资产估值已经处于较低水平，因此整体来看海外流动性的冲击对港股影响会相对有限。\n其次，单文认为，全球疫情爆发后，中国经济先进先出，导致中美经济复苏周期出现错位，也在一定程度上给港股带来了压力。但是随着美国经济边际增长放缓，美国资产的相对强势效应在逐渐减弱，新兴市场高性价比的优质资产配置价值逐渐凸显。\n从地产层面来看，中国地产美元债潜在的违约风险很大程度上影响了港股股票市场的风险偏好。部分地产公司的风险暴露使得部分海外投资者抛售地产甚至整个港股股票资产，但是展望后市，单文认为部分“维持房地产行业健康稳定发展”的政策会陆续出台，以部分缓解地产债务问题所带来的担忧。\n再者，博时基金宏观策略部冯凤荻、格上旗下金樟研究员李楠均提到商品价格上涨趋势放缓与互联网公司经营环境有所改善、监管压力释放成为影响港股市场表现的重要因素。\n李楠亦提到，中美关系缓和，市场风险偏好有所回升也对港股市场走势产生一定的影响。\n流动性与估值\n港股的流动性和估值情况究竟如何？\n从流动性层面来看，基金经理普遍认为，从整体来看，港股市场的流动性处于相对平稳状态。\n单文分析认为，中国宏观层面依然以稳增长为主、货币适度宽松，这一定程度上意味着国内流动性不会边际收紧，南下配置港股资金依然保持相对宽裕。同时，今年大部分时间，由于中国经济先进先出，和美国经济周期产生错位，导致配置港股的海外资金流入意愿有限。不过，从四季度数据来看，海外主动资金虽然没有太强加大配置港股的意愿，但海外ETF已经有很明显的净流入。\n冯凤荻亦提到，政策冲击驱动的资金快速流出阶段已过去，近期海外资金与南下资金均呈现企稳迹象。\n单文强调，虽然加息预期可能影响资金流入港股的意愿，但是随着美国经济增速边际放缓，相对看好海外资金流入港股。\n不过，李楠则认为，当前全球流动性处于边际收紧的情况。美联储将在11月缩减购债，不在少数的央行开始宣布加息，而中国即使在经济下行的情况也没有放水刺激的意向，所以流动性情况可以被认为是在收紧的状态。\n提及估值，在冯凤荻看来，港股估值处于较低历史分位，配置性价比较高。其中，恒生指数、恒生国企、恒生科技指数PE（TTM）处于30%历史分位附近或以下，估值优势明显。\n广发基金国际业务部负责人李耀柱表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。\n李楠则将时间拉长至十年来看，认为港股并不如PE估值看上去那样便宜。在历史分位数上看，恒生指数处于在过去十年的近70%分位点。不过，行业估值情况分化较为严重，超过半数行业的估值处于历史分位的30%以下，而有部分行业则在80%以上。\n在单文看来，目前整体海外中资股的估值处于历史较低水平，不过通过拆分新老经济的估值水平可以得到更清晰的对港股估值的理解。目前MSCIChina老经济板块向前12个月PE仅为6.2倍，处于历史绝对低位；而代表新经济的恒生科技指数动态PE则为33.4倍，相比创业板和纳斯达克没有明显的低估，但是从PEG的角度来看，恒生科技指数的PEG低于1，相较创业板和纳斯达克指数有相对优势。\n该不该“贪婪“？\n“港股市场估值有一定的相对优势，并且老经济处于历史估值的底部，但是这不意味着我们光凭借估值水平低这一条因素就可以判定‘港股到了可以贪婪的时候’。”单文强调。\n他表示，综合盈利周期判断、国内外流动性、中美关系、估值、基本面等多重因素考量，港股短期仍然面临挑战，但是边际改善趋势逐渐明朗，长期配置价值逐渐凸显。短期来看，港股部分核心资产基本面压力仍然较大，压力一方面来自于宏观经济增速放缓，另一方面公司也需要适应新的监管规则、履行更多社会责任、加大投入等等。综合宏观和微观层面，基本面的拐点可能会出现在明年下半年。\n中期来看，港股的新经济股票目前具有不错的估值性价比以及稀缺性。目前已经看到比较明确的政策预期改善，同时叠加明年下半年基本面的复苏展望，港股的投资价值会逐渐显现。同时，中美关系的缓和、政策的边际宽松都会有利于资金边际增配港股。长期层面亦看好资金配置港股的大趋势。\n李耀柱亦看好未来刚港股的配置价值，他认为，虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。\n冯凤荻对港股市场的整体态度并不悲观，不过其认为结构性机会值得把握。具体来看，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。总体来看，在经济下行的背景下，明年港股宽基指数或延续震荡，但并不悲观，把握结构性机会。\n李楠亦认为，港股即使有机会也将是结构性的，大概率与行业的景气度高低有关。抛开港股总体的估值并不是很便宜的情况，当前宏观环境亦不支持港股有较好的表现。从宏观经济来看，中国明年的经济增速大概率会较为平衡的放缓。同时，全球央行的货币政策都处于一个收紧的趋势。\n华兴证券首席经济学家兼首席策略分析师庞溟提醒，港股市场现在热点转换频繁，没有显著的领涨热点，总的来看还是存量博弈的情况，投资者对价值股和周期股看法仍存分歧，等待政策面、资金面和外部环境的全面改善后，上行趋势才会确认。考虑到港股市场投资者的构成，如果外部不确定性因素能消除，市场的风险偏好可以进一步上升。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888407769,"gmtCreate":1631515095551,"gmtModify":1631515095551,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"**&nbsp;","listText":"**&nbsp;","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888407769","repostId":"2166230880","repostType":2,"repost":{"id":"2166230880","kind":"highlight","weMediaInfo":{"introduction":"Live quotes, stock charts and expert trading ideas. TradingView is a social network for traders and investors on Stock, Futures and Forex markets!","home_visible":1,"media_name":"TradingView","id":"1083892989","head_image":"https://static.tigerbbs.com/d298bab1e4184c87f17c1e0be9b9d329"},"pubTimestamp":1631371509,"share":"https://www.laohu8.com/m/news/2166230880?lang=&edition=full","pubTime":"2021-09-11 22:45","market":"hk","language":"zh","title":"道指顶部正在形成，将跌到2040年9月的1875点为止。","url":"https://stock-news.laohu8.com/highlight/detail?id=2166230880","media":"TradingView","summary":"道指顶部正在形成，将跌到2040年9月的1875点为止。\n\n\nDOW JONES INDUSTRIAL AVERAGE TVC:DJI\n\n\nyuhq\n\n\n19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。","content":"<html><body><div>\n<img height=\"32\" src=\"data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220,0,20,20%22%20width=%2296%22%20height=%2296%22%3E%3Crect%20height=%2220%22%20width=%2220%22%20fill=%22hsl%28105,25%25,50%25%29%22/%3E%3Ctext%20fill=%22white%22%20x=%2210%22%20y=%2214.8%22%20font-size=%2214%22%20font-family=%22Trebuchet%20MS,Arial,sans-serif%22%20text-anchor=%22middle%22%3EY%3C/text%3E%3C/svg%3E\" width=\"32\"/>\n</div>\n<div>\n<h1>道指顶部正在形成，将跌到2040年9月的1875点为止。</h1>\n</div>\n<div>\nDOW JONES INDUSTRIAL AVERAGE <span>TVC:DJI</span>\n</div>\n<div>\nyuhq\n</div>\n<img src=\"https://s3.tradingview.com/l/lChZY78x_mid.png\"/>\n<p>19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。</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\" 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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道指顶部正在形成，将跌到2040年9月的1875点为止。\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083892989\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d298bab1e4184c87f17c1e0be9b9d329);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingView </p>\n<p class=\"h-time\">2021-09-11 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<img height=\"32\" src=\"data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220,0,20,20%22%20width=%2296%22%20height=%2296%22%3E%3Crect%20height=%2220%22%20width=%2220%22%20fill=%22hsl%28105,25%25,50%25%29%22/%3E%3Ctext%20fill=%22white%22%20x=%2210%22%20y=%2214.8%22%20font-size=%2214%22%20font-family=%22Trebuchet%20MS,Arial,sans-serif%22%20text-anchor=%22middle%22%3EY%3C/text%3E%3C/svg%3E\" width=\"32\"/>\n</div>\n<div>\n<h1>道指顶部正在形成，将跌到2040年9月的1875点为止。</h1>\n</div>\n<div>\nDOW JONES INDUSTRIAL AVERAGE <span>TVC:DJI</span>\n</div>\n<div>\nyuhq\n</div>\n<img src=\"https://s3.tradingview.com/l/lChZY78x_mid.png\"/>\n<p>19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"DXD":"道指两倍做空ETF","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF",".DJI":"道琼斯","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF"},"source_url":"https://cn.tradingview.com/chart/DJI/lChZY78x/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166230880","content_text":"道指顶部正在形成，将跌到2040年9月的1875点为止。\n\n\nDOW JONES INDUSTRIAL AVERAGE TVC:DJI\n\n\nyuhq\n\n\n19327月见底40.46点以来，已涨了89年，涨幅35631/40=890倍。即平均涨速为1倍/年。89是杨辉数，下一个是144，即2040年。那么在剩下的19年内，也将已平均1倍/年的速度下降。意思是在19年中的终极低位在365631/19=1875点，此点可以出现在2031年到2040年当中的任意1年当中。","news_type":1,"symbols_score_info":{".DJI":1,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"YMmain":1,"SDOW":0.6,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818268150,"gmtCreate":1630414514670,"gmtModify":1630414514670,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"**自嗨","listText":"**自嗨","text":"**自嗨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818268150","repostId":"2163375005","repostType":2,"repost":{"id":"2163375005","kind":"news","pubTimestamp":1630291864,"share":"https://www.laohu8.com/m/news/2163375005?lang=&edition=full","pubTime":"2021-08-30 10:51","market":"us","language":"zh","title":"共同富裕，是阿里成为更好公司的时代机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2163375005","media":"华商韬略","summary":"而“共同富裕”的新政来了，阿里会不会又成了这一波政策针对的对象？阿里巴巴近来的确遭遇到巨大的挑战，但“共同富裕”的政策导向，对阿里巴巴而言其实是新的机遇。并且强调，共同富裕要靠共同奋斗，这是根本途径。从这个意义上说，“共同富裕”并不是对阿里的冲击，而是业务增长新的机遇所在。共同富裕不是孤立的政策目标，而是和“高质量发展”紧密结合的。","content":"<html><body><div><img src=\"http://k.sinaimg.cn/n/sinakd20210830s/267/w640h427/20210830/18d8-a43511ea0b9ae0cf0a28f0e64516fad4.jpg/w720fin.jpg\"/></div><p>服务国家战略与社会发展，既是企业的责任，也是企业的机遇。</p><p><font>作 者丨华商韬略出品人 毕亚军</font></p><p>最近这段时间，舆论场上最热的话题之一，就是“共同富裕”，这是宏观政策的鲜明导向，中国要走一条更加注重公平的发展之路。</p><p>同样在8月，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>也再度被舆论推向风口浪尖，无论是所谓的“807”事件，还是外部环境的变化，都给阿里带来冲击。“共同富裕”的政策导向一出，也有不少人开始脑补，这是不是要“劫富济贫”，是不是要“杀大户”？</p><p>此前的4月10日，国家市场监管总局对阿里进行了处罚，罚金达到182亿。这也给了阿里巴巴沉重的教训。而“共同富裕”的新政来了，阿里会不会又成了这一波政策针对的对象？</p><p>在笔者看来，事实恰恰相反。阿里巴巴近来的确遭遇到巨大的挑战，但“共同富裕”的政策导向，对阿里巴巴而言其实是新的机遇。<font>阿里巴巴的商业模式和商业能力，可以让它成为一个以“先富”带“后富”、促“共富”的平台，</font>这是一家大公司应该承担的责任和使命，也是国家和社会希望看到的。</p><p><font>【发展依然是硬道理】</font></p><p>如何理解“共同富裕”？8月26日，中央财经委员会办公室副主任韩文秀在一场记者会上的回答，一锤定音。</p><p>韩文秀说，共同富裕是要在已经全面建成小康社会的基础上，继续把做大蛋糕和分好蛋糕两件事情办好。并且强调，共同富裕要靠共同奋斗，这是根本途径。</p><p>“要鼓励勤劳致富、创新致富，鼓励辛勤劳动、合法经营、敢于创业的致富带头人，允许一部分人先富起来，先富带后富、帮后富，不搞‘杀富济贫’…… 给更多人创造致富的机会。”</p><p>韩副主任的话，核心要点是很明确的。</p><p>首先，共同富裕，前提是要富裕，“贫穷不是社会主义”，也就是做大蛋糕才能分好蛋糕。</p><p>其次，共同富裕，依然是允许一部分人先富，先富带后富，而不是“杀富济贫”。</p><p>最后，<font>先富如何带后富，帮后富？其关键也不是被一些人歪曲成“均富”的“三次分配”，不是靠富人捐钱做慈善，而是要共同奋斗，是既要授之以鱼，更要授之以“渔”。</font></p><p>同时，韩副主任也在会上提及了互联网平台反垄断的问题。他指出，<font>平台经济是先进生产力的重要组成部分，加强监管和规范，是为了更加健康、更可持续、更为长远的发展。</font>而且，“绝不是针对民营企业和外资企业，这一点十分明确。”</p><p>对非公经济发展，韩副主任也明确表示，公有制经济和非公有制经济，都是社会主义市场经济的重要组成部分，都是我国经济社会发展的重要基础。民营企业和民营企业家是自己人，对自己人既要厚爱、也要严管，为的是更好地促进非公有制经济健康发展和非公有制经济人士健康成长。</p><p>也就是，<font>发展依然是硬道理，无论互联网平台公司，还是非公经济，都要在共同富裕的道路上共同奋斗，而且要更加健康、更可持续、更为长远的发展。</font></p><p><font>对于民营互联网公司而言，韩文秀的表态实际上是一颗“定心丸”。国家不是要针对它们，而是希望它们能够做得更好。</font></p><p>从宏观经济层面来分析，“共同富裕”是中国扩大内需，实现增长的重要路径。</p><p>更好的收入分配机制、橄榄型的收入结构、低收入者收入的增加，都将进一步释放中国内需的潜力。目前，中国的中等收入群体大约4亿，当剩下的10亿人更多地迈入中等收入群体，这意味着巨大的需求增量。决策层明确提出，以国内大循环为主体，国际国内双循环相互促进，而要真正强化国内大循环，就必然需要推进“共同富裕”，提高底层收入。</p><p>近年来，随着互联网平台用户规模的扩大，用户增长的红利面临见顶。淘宝的MAU已经超过9亿，许多人都认为，互联网行业高增长的时代已经过去了。</p><p>如果单就用户规模和用户时长而言，现在中国互联网的确已经到了“流量见顶”的时代。但阿里巴巴的特殊性在于，它恰恰并不是一家流量导向的公司，它所从事的商业领域，不仅要看流量，更要看转化，不仅要看用户的规模，更要看用户的购买力。</p><p>正如前文所说，推进“共同富裕”，是要让更多人迈入中等收入群体的行列。而这个群体，正是阿里类似平台上的消费主力，<font>“共同富裕”推动得越好，阿里巴巴的内需基础就会越巩固。</font>从这个意义上说，“共同富裕”并不是对阿里的冲击，而是业务增长新的机遇所在。</p><p><font>【数字化红利填平区域鸿沟】</font></p><p>实现“共同富裕”，并不改变现有的基本经济制度。换言之，“共同富裕”要通过市场化的方式来实现，通过“先富”带动”后富”，也是实现共同富裕的根本路径之一。</p><p>共同富裕的最大短板在中西部，在农村。“共同富裕”的重要任务，是让区域、城乡均衡发展，尤其是让欠发达地区、农村地区更快更好地发展，从而让那些收入最低的群体，更好地分享经济发展的红利，逐步迈入中等收入群体的行列。</p><p>恰恰，阿里的运营模式，在这方面可以发挥很显著的作用。<font>阿里拥有完善的线上、线下商业网络，以及与之配套的数字化能力，这样的能力，能够缩小发达地区和欠发达地区，城乡之间的发展鸿沟。</font>正是因为有阿里这样的公司，中国这个超过10亿人口的统一市场的潜能被最大限度地激发，“人尽其才，物尽其用，地尽其利，货畅其流”的格局逐步显现，有效促进了“共同富裕”的进程。</p><p>去年以来，曾经默默无闻的山东小城曹县突然火爆全网，甚至被网友形容为“北上广曹”、“宇宙中心”，“宁要曹县一张床，不要浦东一套房”。</p><p>网友们夸张的调侃背后，是曹县经济的高速发展，甚至是整个曹县人奔腾入海掀起的浪潮。</p><p>这个不靠海、不沿边、不临江的内陆县域，如今不但是中国汉服、表演服第一大县，分别占有30%和70%的市场，也是中国棺木第一大县，产品畅销日韩，占有日本超过70%的市场。</p><p>曹县奔腾入海的关键，正是得到了阿里淘宝为核心的互联网电商的强大支持。</p><p>如今的曹县已是山东唯一一个村村都是淘宝村的县。它拥有17个淘宝镇，151个淘宝村，在其农村地区，几乎家家户户都“淘宝”，既通过淘宝“全球买”，也通过淘宝“卖全球”。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20210830s/267/w640h427/20210830/8a8f-1b8a87b38b6f41e8e9d6080a4f783953.jpg/w720fin.jpg\"/><span>▲菏泽市曹县大集镇孙庄村</span></div><p>据统计，目前，曹县已有电商企业5000余家，淘宝网店6万多个，天猫店2000多个，阿里跨境电商企业232家。其中，过亿的淘宝店就有6个，过千万级的100多个。</p><p>据了解，今年上半年，曹县已实现GDP 264.39亿元，完成公共预算收入15.37亿元，实现税收21.54亿元，增速达40%，而其网络销售额已高达192亿。这192亿，正是得益于曹县利用互联网平台发展产业，增加就业、推动创业、提高收入，走向共同富裕的模式。</p><p>曹县只是一个典型，曹县之外，更多类似的故事正在中国大地书写。</p><p>甘肃偏远地区的农场通过阿里的聚划算，走上了依靠特色<a href=\"https://laohu8.com/S/000061\">农产品</a>致富的道路；西藏偏远地区的农牧民，可将自家的特产卖给大洋彼岸的消费者；广西柳州的螺蛳粉突破百亿产值……</p><p><font>纵观这些年实现了产业“出圈”与崛起的县域和农村地区，几乎都有一个共同特征：率先利用了阿里等互联网电商平台的线上、线下资源，让全国、甚至全球市场变成了自己的市场，并且持续向市场学习，并在市场的引领下不断优化和强化产品与产业，实现着“后富”之路。</font></p><p>让本地产品和产业融入更大市场，实现更好的发展，通过发展好产业，留住并吸引优秀人才，形成产业和人才的良性循环，这是所有相对落后地区走向富裕所必须破解的课题。</p><p>阿里已在这方面走出了成功模式，积累了成功经验，在走向共同富裕的道路上，它必将更进一步发挥作用，在助力这些相对落后地区经济发展的同时，也分享其发展红利。</p><p><font>【在做大蛋糕中做更好的自己】</font></p><p>决策层明确提出，要在高质量发展中推进共同富裕。共同富裕不是孤立的政策目标，而是和“高质量发展”紧密结合的。</p><p>先要做大蛋糕，才能分好蛋糕。所以，通过促进“高质量发展”来实现共同富裕，也是大企业应该承担的责任。</p><p>这一趋势下，必须加快填补的短板包括：更好地刺激和创造需求；更好地发展本土品牌，提升其产品力、品牌力乃至国际竞争力，让中国产品在全球产业链创造并分享到更高价值；更好地科技攻关，突破产业经济可持续发展和高质量的技术瓶颈，真正掌握产业话语权。</p><p>这些方面，阿里拥有领先的资源和能力，并正加快攻坚的步伐。</p><p>其平台经济模式，打通了末梢循环，让数字化的力量渗透到各个地方，提升了经济运行的效率，最大限度地将中国已有的市场优势、基建优势转化成经济发展成果，同时也在云计算、芯片等科研领域持续基础创新，并为整个数字经济发展贡献力量。</p><p>淘宝天猫这样的平台，为创业者提供了低成本、低门槛的创业渠道。一个人想要把货物卖到全国，不需要费尽心力去建立庞大的线下销售网络，只需要开一家淘宝店。由此，中小商家和大商家在某种程度上，站在了同一起跑线。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20210830s/267/w640h427/20210830/a747-a65bf614b28f72804d40907b4639136c.jpg/w720fin.jpg\"/></div><p>数据显示，2008年以来，通过在淘宝天猫开店、获得高速发展，继而上市的企业已超过50家，其总市值达到万亿规模。</p><p>淘宝天猫平台有着天然的草根性。根据统计，最近几年新“入淘”开店的店主，平均年龄是26岁，淘宝已经成为年轻人创业的第一选择。创业者的形态也越发多元，从各种原创设计师小店，到卖农产品帮助家乡脱贫的“新农人”，再到盲人调音师，阿里正让更多人共享平台的红利。</p><p>这些事实都表明，阿里平台正越来越成为创新、创业、创品牌的“热土”。越来越多的人通过阿里“先富”起来，并且以“先富”的示范作用带动“后富”，为中国经济持续注入新的活力。</p><p>阿里为不同规模的企业提供了舞台，这也加速了国货的成长进程。每年的天猫双11，国货品牌都占据“亿元俱乐部”的半壁江山。越来越多国货品牌的兴起，也创造了更多的就业机会，并让劳动者得到更好的收入。</p><p>就业乃民生之本，创造就业是企业在共同富裕进程中最重要的目标。前文提到的诸多市场角色，无论是中小商家，还是成熟品牌，还是和商业有关的物流、营销等生态，背后都是海量的就业机会。根据中国人民大学研究组的测算，阿里巴巴生态每年直接和间接带动的就业机会超过4000万个，充分体现阿里在促进共同富裕进程中的价值。</p><p>“共同富裕”还要求，强化行业发展的协调性。而这也是阿里巴巴近年来一直在探索的。阿里并不只是一家消费互联网公司，2008年它在国内率先开启了云计算业务，逐渐成长为消费互联网和产业互联网结合的公司。</p><p>阿里云、阿里达摩院以及平头哥，在云计算、人工智能、芯片等尖端领域的基础攻坚，则让阿里在科技领域越来越“硬”，让阿里能够以更积极的姿态参与全球科技竞赛。而且，这些业务也在许多地方落地，有效促进了区域的平衡发展，在张北、贵安等地的大数据中心，在浙江遂安的阿里云创新中心，都让数字化的力量成为欠发达地区增长的新动力。</p><p>据最新财报，2021财年，阿里生态体系商品交易总额（GMV）达到8.119万亿元，较上年度再增长了1.066万亿元。而阿里成立时的1999年，全中国的社会零售总规模才3.1万亿。</p><p>短短20年，不算其他电商企业，仅淘宝天猫每年产生的生意增量，就等于20年前国内线上、线下零售总和的1/3，这背后是阿里平台的成长，无数人创业、就业，生产和消费的合奏，是中国经济成长力的生动体现，也是互联网经济可以助力做大蛋糕的最好例证。</p><p><font>“大河有水小河满”，没有国家的持续发展与繁荣，哪有企业的持续发展和基业常青？国家和社会发展，是企业的根本利基所在。</font>服务国家战略与社会发展，既是企业的责任，也是企业的机遇：能在多大程度上成就国家和社会发展，也就能在多大程度上成就自己。在这一过程中，企业的社会价值不仅仅体现在“三次分配”等公益慈善行为，更重要的是要依靠商业行为本身，为社会创造更多就业、更多机会和更多财富。</p><p>走向共同富裕的中国，给阿里这样的企业提出了新的责任要求，同时也提供了更加大有可为的广阔天地。走过阵痛，更加成熟的阿里，如果能够适应共同富裕的新目标和新趋势，就能够在做大蛋糕、分好蛋糕的过程中，成为一家更好的，更具有社会价值的公司。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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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共同富裕，是阿里成为更好公司的时代机遇\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 10:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2328665481_8acc9d89020012m0x.html><strong>华商韬略</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>服务国家战略与社会发展，既是企业的责任，也是企业的机遇。作 者丨华商韬略出品人 毕亚军最近这段时间，舆论场上最热的话题之一，就是“共同富裕”，这是宏观政策的鲜明导向，中国要走一条更加注重公平的发展之路。同样在8月，阿里巴巴也再度被舆论推向风口浪尖，无论是所谓的“807”事件，还是外部环境的变化，都给阿里带来冲击。“共同富裕”的政策导向一出，也有不少人开始脑补，这是不是要“劫富济贫”，是不是要“杀...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2328665481_8acc9d89020012m0x.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cbabdc4d0edeb0affa3de32dfcf746c1","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2328665481_8acc9d89020012m0x.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163375005","content_text":"服务国家战略与社会发展，既是企业的责任，也是企业的机遇。作 者丨华商韬略出品人 毕亚军最近这段时间，舆论场上最热的话题之一，就是“共同富裕”，这是宏观政策的鲜明导向，中国要走一条更加注重公平的发展之路。同样在8月，阿里巴巴也再度被舆论推向风口浪尖，无论是所谓的“807”事件，还是外部环境的变化，都给阿里带来冲击。“共同富裕”的政策导向一出，也有不少人开始脑补，这是不是要“劫富济贫”，是不是要“杀大户”？此前的4月10日，国家市场监管总局对阿里进行了处罚，罚金达到182亿。这也给了阿里巴巴沉重的教训。而“共同富裕”的新政来了，阿里会不会又成了这一波政策针对的对象？在笔者看来，事实恰恰相反。阿里巴巴近来的确遭遇到巨大的挑战，但“共同富裕”的政策导向，对阿里巴巴而言其实是新的机遇。阿里巴巴的商业模式和商业能力，可以让它成为一个以“先富”带“后富”、促“共富”的平台，这是一家大公司应该承担的责任和使命，也是国家和社会希望看到的。【发展依然是硬道理】如何理解“共同富裕”？8月26日，中央财经委员会办公室副主任韩文秀在一场记者会上的回答，一锤定音。韩文秀说，共同富裕是要在已经全面建成小康社会的基础上，继续把做大蛋糕和分好蛋糕两件事情办好。并且强调，共同富裕要靠共同奋斗，这是根本途径。“要鼓励勤劳致富、创新致富，鼓励辛勤劳动、合法经营、敢于创业的致富带头人，允许一部分人先富起来，先富带后富、帮后富，不搞‘杀富济贫’…… 给更多人创造致富的机会。”韩副主任的话，核心要点是很明确的。首先，共同富裕，前提是要富裕，“贫穷不是社会主义”，也就是做大蛋糕才能分好蛋糕。其次，共同富裕，依然是允许一部分人先富，先富带后富，而不是“杀富济贫”。最后，先富如何带后富，帮后富？其关键也不是被一些人歪曲成“均富”的“三次分配”，不是靠富人捐钱做慈善，而是要共同奋斗，是既要授之以鱼，更要授之以“渔”。同时，韩副主任也在会上提及了互联网平台反垄断的问题。他指出，平台经济是先进生产力的重要组成部分，加强监管和规范，是为了更加健康、更可持续、更为长远的发展。而且，“绝不是针对民营企业和外资企业，这一点十分明确。”对非公经济发展，韩副主任也明确表示，公有制经济和非公有制经济，都是社会主义市场经济的重要组成部分，都是我国经济社会发展的重要基础。民营企业和民营企业家是自己人，对自己人既要厚爱、也要严管，为的是更好地促进非公有制经济健康发展和非公有制经济人士健康成长。也就是，发展依然是硬道理，无论互联网平台公司，还是非公经济，都要在共同富裕的道路上共同奋斗，而且要更加健康、更可持续、更为长远的发展。对于民营互联网公司而言，韩文秀的表态实际上是一颗“定心丸”。国家不是要针对它们，而是希望它们能够做得更好。从宏观经济层面来分析，“共同富裕”是中国扩大内需，实现增长的重要路径。更好的收入分配机制、橄榄型的收入结构、低收入者收入的增加，都将进一步释放中国内需的潜力。目前，中国的中等收入群体大约4亿，当剩下的10亿人更多地迈入中等收入群体，这意味着巨大的需求增量。决策层明确提出，以国内大循环为主体，国际国内双循环相互促进，而要真正强化国内大循环，就必然需要推进“共同富裕”，提高底层收入。近年来，随着互联网平台用户规模的扩大，用户增长的红利面临见顶。淘宝的MAU已经超过9亿，许多人都认为，互联网行业高增长的时代已经过去了。如果单就用户规模和用户时长而言，现在中国互联网的确已经到了“流量见顶”的时代。但阿里巴巴的特殊性在于，它恰恰并不是一家流量导向的公司，它所从事的商业领域，不仅要看流量，更要看转化，不仅要看用户的规模，更要看用户的购买力。正如前文所说，推进“共同富裕”，是要让更多人迈入中等收入群体的行列。而这个群体，正是阿里类似平台上的消费主力，“共同富裕”推动得越好，阿里巴巴的内需基础就会越巩固。从这个意义上说，“共同富裕”并不是对阿里的冲击，而是业务增长新的机遇所在。【数字化红利填平区域鸿沟】实现“共同富裕”，并不改变现有的基本经济制度。换言之，“共同富裕”要通过市场化的方式来实现，通过“先富”带动”后富”，也是实现共同富裕的根本路径之一。共同富裕的最大短板在中西部，在农村。“共同富裕”的重要任务，是让区域、城乡均衡发展，尤其是让欠发达地区、农村地区更快更好地发展，从而让那些收入最低的群体，更好地分享经济发展的红利，逐步迈入中等收入群体的行列。恰恰，阿里的运营模式，在这方面可以发挥很显著的作用。阿里拥有完善的线上、线下商业网络，以及与之配套的数字化能力，这样的能力，能够缩小发达地区和欠发达地区，城乡之间的发展鸿沟。正是因为有阿里这样的公司，中国这个超过10亿人口的统一市场的潜能被最大限度地激发，“人尽其才，物尽其用，地尽其利，货畅其流”的格局逐步显现，有效促进了“共同富裕”的进程。去年以来，曾经默默无闻的山东小城曹县突然火爆全网，甚至被网友形容为“北上广曹”、“宇宙中心”，“宁要曹县一张床，不要浦东一套房”。网友们夸张的调侃背后，是曹县经济的高速发展，甚至是整个曹县人奔腾入海掀起的浪潮。这个不靠海、不沿边、不临江的内陆县域，如今不但是中国汉服、表演服第一大县，分别占有30%和70%的市场，也是中国棺木第一大县，产品畅销日韩，占有日本超过70%的市场。曹县奔腾入海的关键，正是得到了阿里淘宝为核心的互联网电商的强大支持。如今的曹县已是山东唯一一个村村都是淘宝村的县。它拥有17个淘宝镇，151个淘宝村，在其农村地区，几乎家家户户都“淘宝”，既通过淘宝“全球买”，也通过淘宝“卖全球”。▲菏泽市曹县大集镇孙庄村据统计，目前，曹县已有电商企业5000余家，淘宝网店6万多个，天猫店2000多个，阿里跨境电商企业232家。其中，过亿的淘宝店就有6个，过千万级的100多个。据了解，今年上半年，曹县已实现GDP 264.39亿元，完成公共预算收入15.37亿元，实现税收21.54亿元，增速达40%，而其网络销售额已高达192亿。这192亿，正是得益于曹县利用互联网平台发展产业，增加就业、推动创业、提高收入，走向共同富裕的模式。曹县只是一个典型，曹县之外，更多类似的故事正在中国大地书写。甘肃偏远地区的农场通过阿里的聚划算，走上了依靠特色农产品致富的道路；西藏偏远地区的农牧民，可将自家的特产卖给大洋彼岸的消费者；广西柳州的螺蛳粉突破百亿产值……纵观这些年实现了产业“出圈”与崛起的县域和农村地区，几乎都有一个共同特征：率先利用了阿里等互联网电商平台的线上、线下资源，让全国、甚至全球市场变成了自己的市场，并且持续向市场学习，并在市场的引领下不断优化和强化产品与产业，实现着“后富”之路。让本地产品和产业融入更大市场，实现更好的发展，通过发展好产业，留住并吸引优秀人才，形成产业和人才的良性循环，这是所有相对落后地区走向富裕所必须破解的课题。阿里已在这方面走出了成功模式，积累了成功经验，在走向共同富裕的道路上，它必将更进一步发挥作用，在助力这些相对落后地区经济发展的同时，也分享其发展红利。【在做大蛋糕中做更好的自己】决策层明确提出，要在高质量发展中推进共同富裕。共同富裕不是孤立的政策目标，而是和“高质量发展”紧密结合的。先要做大蛋糕，才能分好蛋糕。所以，通过促进“高质量发展”来实现共同富裕，也是大企业应该承担的责任。这一趋势下，必须加快填补的短板包括：更好地刺激和创造需求；更好地发展本土品牌，提升其产品力、品牌力乃至国际竞争力，让中国产品在全球产业链创造并分享到更高价值；更好地科技攻关，突破产业经济可持续发展和高质量的技术瓶颈，真正掌握产业话语权。这些方面，阿里拥有领先的资源和能力，并正加快攻坚的步伐。其平台经济模式，打通了末梢循环，让数字化的力量渗透到各个地方，提升了经济运行的效率，最大限度地将中国已有的市场优势、基建优势转化成经济发展成果，同时也在云计算、芯片等科研领域持续基础创新，并为整个数字经济发展贡献力量。淘宝天猫这样的平台，为创业者提供了低成本、低门槛的创业渠道。一个人想要把货物卖到全国，不需要费尽心力去建立庞大的线下销售网络，只需要开一家淘宝店。由此，中小商家和大商家在某种程度上，站在了同一起跑线。数据显示，2008年以来，通过在淘宝天猫开店、获得高速发展，继而上市的企业已超过50家，其总市值达到万亿规模。淘宝天猫平台有着天然的草根性。根据统计，最近几年新“入淘”开店的店主，平均年龄是26岁，淘宝已经成为年轻人创业的第一选择。创业者的形态也越发多元，从各种原创设计师小店，到卖农产品帮助家乡脱贫的“新农人”，再到盲人调音师，阿里正让更多人共享平台的红利。这些事实都表明，阿里平台正越来越成为创新、创业、创品牌的“热土”。越来越多的人通过阿里“先富”起来，并且以“先富”的示范作用带动“后富”，为中国经济持续注入新的活力。阿里为不同规模的企业提供了舞台，这也加速了国货的成长进程。每年的天猫双11，国货品牌都占据“亿元俱乐部”的半壁江山。越来越多国货品牌的兴起，也创造了更多的就业机会，并让劳动者得到更好的收入。就业乃民生之本，创造就业是企业在共同富裕进程中最重要的目标。前文提到的诸多市场角色，无论是中小商家，还是成熟品牌，还是和商业有关的物流、营销等生态，背后都是海量的就业机会。根据中国人民大学研究组的测算，阿里巴巴生态每年直接和间接带动的就业机会超过4000万个，充分体现阿里在促进共同富裕进程中的价值。“共同富裕”还要求，强化行业发展的协调性。而这也是阿里巴巴近年来一直在探索的。阿里并不只是一家消费互联网公司，2008年它在国内率先开启了云计算业务，逐渐成长为消费互联网和产业互联网结合的公司。阿里云、阿里达摩院以及平头哥，在云计算、人工智能、芯片等尖端领域的基础攻坚，则让阿里在科技领域越来越“硬”，让阿里能够以更积极的姿态参与全球科技竞赛。而且，这些业务也在许多地方落地，有效促进了区域的平衡发展，在张北、贵安等地的大数据中心，在浙江遂安的阿里云创新中心，都让数字化的力量成为欠发达地区增长的新动力。据最新财报，2021财年，阿里生态体系商品交易总额（GMV）达到8.119万亿元，较上年度再增长了1.066万亿元。而阿里成立时的1999年，全中国的社会零售总规模才3.1万亿。短短20年，不算其他电商企业，仅淘宝天猫每年产生的生意增量，就等于20年前国内线上、线下零售总和的1/3，这背后是阿里平台的成长，无数人创业、就业，生产和消费的合奏，是中国经济成长力的生动体现，也是互联网经济可以助力做大蛋糕的最好例证。“大河有水小河满”，没有国家的持续发展与繁荣，哪有企业的持续发展和基业常青？国家和社会发展，是企业的根本利基所在。服务国家战略与社会发展，既是企业的责任，也是企业的机遇：能在多大程度上成就国家和社会发展，也就能在多大程度上成就自己。在这一过程中，企业的社会价值不仅仅体现在“三次分配”等公益慈善行为，更重要的是要依靠商业行为本身，为社会创造更多就业、更多机会和更多财富。走向共同富裕的中国，给阿里这样的企业提出了新的责任要求，同时也提供了更加大有可为的广阔天地。走过阵痛，更加成熟的阿里，如果能够适应共同富裕的新目标和新趋势，就能够在做大蛋糕、分好蛋糕的过程中，成为一家更好的，更具有社会价值的公司。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":0.72,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":3725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831484572,"gmtCreate":1629341086596,"gmtModify":1629341086596,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"上层建筑不改革 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我平仓了65.0股$苹果(AAPL)$ ,去查看订单详情。@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464760482672936","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447400279782096,"gmtCreate":1750266736032,"gmtModify":1750439354928,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"我开仓了46手<a href=\"https://laohu8.com/OPT/TLT 20250829 87.0 CALL\">$TLT 20250829 87.0 CALL$&nbsp;</a>,去查看订单详情。","listText":"我开仓了46手<a href=\"https://laohu8.com/OPT/TLT 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href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a>,去查看订单详情。","listText":"我平仓了100.0股<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a>,去查看订单详情。","text":"我平仓了100.0股$联合健康(UNH)$ ,去查看订单详情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457989760204848","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457988286152752,"gmtCreate":1752850821878,"gmtModify":1752850823523,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"我平仓了100.0股<a href=\"https://laohu8.com/S/MOH\">$Molina Healthcare Inc(MOH)$&nbsp;</a>,去查看订单详情。","listText":"我平仓了100.0股<a href=\"https://laohu8.com/S/MOH\">$Molina Healthcare Inc(MOH)$&nbsp;</a>,去查看订单详情。","text":"我平仓了100.0股$Molina Healthcare Inc(MOH)$ ,去查看订单详情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457988286152752","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457988285390896,"gmtCreate":1752850821692,"gmtModify":1752850822699,"author":{"id":"3547498922459299","authorId":"3547498922459299","name":"陈斌1111","avatar":"https://static.tigerbbs.com/a90ebc1afab6fd6be2243ee673014b4a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547498922459299","authorIdStr":"3547498922459299"},"themes":[],"htmlText":"我平仓了1200.0股<a href=\"https://laohu8.com/S/CNC\">$康西哥(CNC)$&nbsp;</a>,去查看订单详情。","listText":"我平仓了1200.0股<a href=\"https://laohu8.com/S/CNC\">$康西哥(CNC)$&nbsp;</a>,去查看订单详情。","text":"我平仓了1200.0股$康西哥(CNC)$ 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