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Rockyoyo
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IP属地:北京
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Rockyoyo
01-23
$台积电(TSM)$
冲新高
Rockyoyo
2024-08-23
$Faraday Future(FFIE)$
这种票涨起来就勇敢的空啊
Rockyoyo
2024-08-22
$斗鱼(DOYU)$
今天买还能分红吗?
Rockyoyo
2023-08-01
去年全球才卖700万辆电动车?
抱歉,原内容已删除
Rockyoyo
2023-07-19
$特斯拉(TSLA)$
昨晚已下车,可以回调了[开心]
Rockyoyo
2023-06-08
$特斯拉(TSLA)$
啥时候再下来
Rockyoyo
2023-06-08
$苹果(AAPL)$
是不是阶段高点又快到了?
Rockyoyo
2021-07-09
$科济药业-B(02171)$
32.8就是一根高压线,根本过不了啊
Rockyoyo
2021-06-17
睁眼说瞎话
抱歉,原内容已删除
Rockyoyo
2021-06-11
Tiger is here
以史为鉴,美国通胀飙升后的演绎与影响
Rockyoyo
2021-06-11
Tiger is here
一张图读懂滴滴招股书:遍布15国,日均单量4100万
Rockyoyo
2021-06-07
啥任务?
抱歉,原内容已删除
Rockyoyo
2021-01-29
第一个缴械的机构[龇牙]
香橼停止做空研究,专注于做多机会
Rockyoyo
2021-01-27
$美国航空(AAL)$
这是财报前的疯狂吗?
Rockyoyo
2021-01-12
什么情况,停牌了?
Rockyoyo
2021-01-06
瑞银要上车!
小米跌幅扩大至6%,此前遭瑞银下调目标价至22港元
Rockyoyo
2020-12-16
$蓝月亮集团(06993)$
这个开盘走势有点惨啊
Rockyoyo
2020-12-16
$蓝月亮集团(06993)$
15.75下车,溜了溜了!
Rockyoyo
2020-12-05
2023年估计特斯拉全自动驾驶车队都有了
理想计划推出纯电动车型,将搭载新的纯电动技术平台
Rockyoyo
2020-11-18
多家机构评级买入,花旗估值理想股价到111美金,涨跌不好说呀
淡马锡三季度清仓拼多多、蔚来,嗅到了什么?
去老虎APP查看更多动态
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昨晚已下车,可以回调了[开心]","images":[{"img":"https://static.tigerbbs.com/2c11982011af8b039545e2036ef82ae1","width":"2796","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/199560114765968","isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579813062214874","authorId":"3579813062214874","name":"啦啦啦咕咕咕","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3579813062214874","authorIdStr":"3579813062214874"},"content":"哥们这波回调还在观望还是已经进去了","text":"哥们这波回调还在观望还是已经进去了","html":"哥们这波回调还在观望还是已经进去了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":184908145582136,"gmtCreate":1686182900404,"gmtModify":1686182902722,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a 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is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181623451","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://www.laohu8.com/m/news/1156453091?lang=&edition=full","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴,美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>:经济陷入衰退,但前期大幅政府开支与财政刺激的余温仍在,通胀持续上升,美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11:</b>粮食危机和石油危机的双重打击下,美国经济陷入滞胀,供给冲击与成本推升通胀。政府价格管制失败,货币政策缺乏独立性并且过于滞后,未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07:</b>走出滞胀后,美国经济经历了高速增长,但1987年开始经济增速放缓,并出现工资和价格上涨压力,美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09:</b>油价飙升推升通胀,金融危机爆发,美联储货币政策的首要任务在于救市,通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似,均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平),但是<b>从CPI指数角度,2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎,我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工,芯片短缺导致车企减产。新车供应不足,二手车需求剧增,价格飙升(图2)。根据Manheim数据,2021年二手车售价增幅超越新车(图3)。此外,5月其他交通相关的价格涨幅进一步扩大,交通服务价格增幅从4月的5.6%扩大至11.2%,增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%),尽管相对于其它分项,房租的增速相对温和(今年5月同比增2.2%),但年初以来增速斜率陡峭化(图4),我们<b>预计受到供给短缺的影响,未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度,密西根预期通胀率数据显示,2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5),但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度,如我们此前报告所述,美联储注重通胀预期的监测,关键指标为<b>共同通胀预期指数(CIE),CIE为季度数据,预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中,CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2):<b>通胀对于美元、美股存在负面影响,前者较为滞后,后者1个月内即有体现。</b>有趣的是,通胀对于美债收益率的影响不具规律性,关于美债的研究框架,请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示:</b>美联储过快收紧货币政策,地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解)</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴,美国通胀飙升后的演绎与影响</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴,美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09:经济陷入衰退,但前期大幅政府开支与财政刺激的余温仍在,通胀持续上升,美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11:粮食危机和石油危机的双重打击下,美国经济陷入滞胀,供给冲击与成本推升通胀。政府价格管制失败,货币政策缺乏独立性并且过于滞后,未能成功抑制通胀。\n1987/08-1991/07:走出滞胀后,美国经济经历了高速增长,但1987年开始经济增速放缓,并出现工资和价格上涨压力,美联储收紧货币政策。\n2007/11-2008/09:油价飙升推升通胀,金融危机爆发,美联储货币政策的首要任务在于救市,通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似,均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平),但是从CPI指数角度,2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎,我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工,芯片短缺导致车企减产。新车供应不足,二手车需求剧增,价格飙升(图2)。根据Manheim数据,2021年二手车售价增幅超越新车(图3)。此外,5月其他交通相关的价格涨幅进一步扩大,交通服务价格增幅从4月的5.6%扩大至11.2%,增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%),尽管相对于其它分项,房租的增速相对温和(今年5月同比增2.2%),但年初以来增速斜率陡峭化(图4),我们预计受到供给短缺的影响,未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度,密西根预期通胀率数据显示,2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5),但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度,如我们此前报告所述,美联储注重通胀预期的监测,关键指标为共同通胀预期指数(CIE),CIE为季度数据,预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中,CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2):通胀对于美元、美股存在负面影响,前者较为滞后,后者1个月内即有体现。有趣的是,通胀对于美债收益率的影响不具规律性,关于美债的研究框架,请参考我们此前的报告。\n\n风险提示:美联储过快收紧货币政策,地缘政治风险加剧\n\n恭喜您找到了字母E,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击【七周年有奖活动】老虎大搜查 了解)","news_type":1},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181623808,"gmtCreate":1623391287904,"gmtModify":1623391287904,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181623808","repostId":"1140839418","repostType":4,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://www.laohu8.com/m/news/1140839418?lang=&edition=full","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书:遍布15国,日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息,美国当地时间周四,$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息,美国当地时间周四,<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会(SEC)提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解)<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书:遍布15国,日均单量4100万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息,美国当地时间周四,滴滴出行的运营主体小桔快智向美国证券交易委员会(SEC)提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。\n根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息,美国当地时间周四,滴滴出行的运营主体小桔快智向美国证券交易委员会(SEC)提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。\n根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击【七周年有奖活动】老虎大搜查 了解)","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115412800,"gmtCreate":1623026804600,"gmtModify":1623026804600,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"啥任务?","listText":"啥任务?","text":"啥任务?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115412800","repostId":"1127148608","repostType":4,"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316865834,"gmtCreate":1611928552728,"gmtModify":1703756439064,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"第一个缴械的机构[龇牙] ","listText":"第一个缴械的机构[龇牙] ","text":"第一个缴械的机构[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316865834","repostId":"1128991080","repostType":4,"repost":{"id":"1128991080","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611928480,"share":"https://www.laohu8.com/m/news/1128991080?lang=&edition=full","pubTime":"2021-01-29 21:54","market":"us","language":"zh","title":"香橼停止做空研究,专注于做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1128991080","media":"老虎资讯综合","summary":"1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。香橼在","content":"<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>香橼停止做空研究,专注于做多机会</title>\n<style 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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>这是财报前的疯狂吗?","text":"$美国航空(AAL)$这是财报前的疯狂吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311307594","isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332790543,"gmtCreate":1610462493482,"gmtModify":1703744501016,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"什么情况,停牌了?","listText":"什么情况,停牌了?","text":"什么情况,停牌了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332790543","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338640815,"gmtCreate":1609904590437,"gmtModify":1703741206363,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"瑞银要上车!","listText":"瑞银要上车!","text":"瑞银要上车!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338640815","repostId":"1139717291","repostType":4,"repost":{"id":"1139717291","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1609904284,"share":"https://www.laohu8.com/m/news/1139717291?lang=&edition=full","pubTime":"2021-01-06 11:38","market":"hk","language":"zh","title":"小米跌幅扩大至6%,此前遭瑞银下调目标价至22港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1139717291","media":"老虎资讯综合","summary":"1月6日,小米集团跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股","content":"<p>1月6日,<a href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" tg-height=\"470\"></p><p>瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股份2021/22年预测市盈率达42倍及33倍,已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长,不过仍有多项不利因素需留意,一方面是中国手游经济正远离应用商店营运商,另一方面是中国金融科技监管,以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期,加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长,将评级由中性降至沽售,目标价由23港元降至22港元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米跌幅扩大至6%,此前遭瑞银下调目标价至22港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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小米跌幅扩大至6%,此前遭瑞银下调目标价至22港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-06 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月6日,<a href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" tg-height=\"470\"></p><p>瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股份2021/22年预测市盈率达42倍及33倍,已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长,不过仍有多项不利因素需留意,一方面是中国手游经济正远离应用商店营运商,另一方面是中国金融科技监管,以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期,加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长,将评级由中性降至沽售,目标价由23港元降至22港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717291","content_text":"1月6日,小米集团跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股份2021/22年预测市盈率达42倍及33倍,已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长,不过仍有多项不利因素需留意,一方面是中国手游经济正远离应用商店营运商,另一方面是中国金融科技监管,以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期,加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长,将评级由中性降至沽售,目标价由23港元降至22港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394457577,"gmtCreate":1608098492599,"gmtModify":1703851113785,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>这个开盘走势有点惨啊","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>这个开盘走势有点惨啊","text":"$蓝月亮集团(06993)$这个开盘走势有点惨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394457577","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394411226,"gmtCreate":1608086234365,"gmtModify":1703851045318,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>15.75下车,溜了溜了!","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>15.75下车,溜了溜了!","text":"$蓝月亮集团(06993)$15.75下车,溜了溜了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394411226","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396509385,"gmtCreate":1607147168547,"gmtModify":1703846712116,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"2023年估计特斯拉全自动驾驶车队都有了","listText":"2023年估计特斯拉全自动驾驶车队都有了","text":"2023年估计特斯拉全自动驾驶车队都有了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396509385","repostId":"2089061576","repostType":4,"repost":{"id":"2089061576","kind":"news","pubTimestamp":1607138309,"share":"https://www.laohu8.com/m/news/2089061576?lang=&edition=full","pubTime":"2020-12-05 11:18","market":"us","language":"zh","title":"理想计划推出纯电动车型,将搭载新的纯电动技术平台","url":"https://stock-news.laohu8.com/highlight/detail?id=2089061576","media":"李勤","summary":"坚持增程技术方案的$理想汽车$,也开始提前拥抱纯电动技术。从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV也计划最早在2022年推出亮相,2023年上市销售,会搭载理想的超快充和高电压平台等技术。”","content":"<p><span style=\"text-align:justify;\">坚持增程技术方案的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,也开始提前拥抱纯电动技术。</span></p><p>从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。</p><p>关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV(Battery Electric Vehicle)也计划最早在2022年推出亮相,2023年上市销售,会搭载理想的超快充和高电压平台等技术。”</p><p>关于电动车推出时间的上述信息,理想汽车官方对36氪予以否认,“BEV项目在进行前期预研,现在还没有确定的推出时间。”</p><p>而一位接近理想汽车BEV项目的人士对36氪称,考虑到汽车研发和测试需要较长周期,理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。</p><p>12月2日美股盘前,理想汽车发布公告,拟增发4700万股美国存托股票(ADS),净筹资额约16.020亿美元,如果承销商行使行使超额配售选择权,理想汽车将最高募资约18.405亿美元。</p><p>理想汽车在公告中,将这笔巨额融资的用途分为四个部分:</p><p>1、约30%用于新一代电动汽车技术的研发,包括高压平台、高充放电率电池和超快充电;</p><p>2、约20%用于下一个BEV(Battery Electric Vehicle)平台和未来车型的研发;</p><p>3、大约20%用于自动驾驶技术和解决方案的研发;</p><p>4、余额用于公司一般用途。</p><p>36氪从二级市场了解到,理想汽车此次募资计划出人意料,“7月底刚IPO,账上还有快200亿人民币资金,这次募资可能会掀起新一轮军备赛。”7月31日,理想汽车在纳斯达克上市,融资14.73亿美元。时隔仅3个月,理想汽车再次提交长达300多页的招股书,计划募资超过120亿人民币。</p><p>理想汽车公告称,其董事王兴有兴趣在此次增发中认购2000万美元ADS,但这份邀约不具有约束力。公告发布后第二天,理想汽车的路演启动。</p><p>在以纯电动技术为主流路线的新造车阵营中,理想汽车独树一帜,选择了增程式技术方案,即用内燃机增程器为电动机发电,解决电动车的续航焦虑,同时兼顾电动驾驶体验。</p><p>今年第三季度的财报会议上,理想汽车CEO李想明确表示,在400kW的快充技术成熟前,不会推出纯电动车型,“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。</p><p>李想还表示,400kW的快充技术需要三个条件支撑:800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。</p><p>但现在,李想显然要通过下场自研的方式,将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析,李想可能认为在某些细分市场,纯电动汽车在2023年或2024年的竞争力会比较强,“他的判断逻辑是,推出的BEV要打得过自己的增程。如果计划提前,意味着他对电动车发展速度和生态的重新判断。”</p><p>理想汽车的增程技术方案正得到市场认可。 2020年1月至10月,理想ONE已累计交付21852辆,11月,理想汽车单月交付达到4646辆,环比增长25.8%。</p><p>但与此同时,采用纯电动技术的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>等,销量也在节节走高。蔚来在10月和11月,已经连续两月交付量维持在5000台以上,特斯拉更是凭借国产Model 3,单月交付维持在1万台以上。</p><p>而36氪此前曾独家报道,特斯拉中国工厂明年的生产计划是55万台,除去11万台出口任务,将有超过40万台在中国本土消化。同时,特斯拉充电桩工厂也在上海落成,明年计划生产1万根充电功率250kW的超充桩,超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施,特斯拉对中国的新能源车市场,无疑会是一次全方位的渗透。</p><p>面对纯电动阵营的强烈攻势,李想显然也及时调整了策略。“现在理想汽车同时在干三件大事,研发下一代自动驾驶,研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪,如果不拿现在这100多亿人民币,资金确实有些吃紧。而当下的市场频繁波动,这也给理想汽车的募资增加了变数。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想计划推出纯电动车型,将搭载新的纯电动技术平台</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理想计划推出纯电动车型,将搭载新的纯电动技术平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-05 11:18 北京时间 <a href=https://36kr.com/p/996014090555907><strong>李勤</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>坚持增程技术方案的理想汽车,也开始提前拥抱纯电动技术。从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV(Battery Electric Vehicle)也计划最早在2022年推出亮相,2023...</p>\n\n<a href=\"https://36kr.com/p/996014090555907\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"source_url":"https://36kr.com/p/996014090555907","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089061576","content_text":"坚持增程技术方案的理想汽车,也开始提前拥抱纯电动技术。从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV(Battery Electric Vehicle)也计划最早在2022年推出亮相,2023年上市销售,会搭载理想的超快充和高电压平台等技术。”关于电动车推出时间的上述信息,理想汽车官方对36氪予以否认,“BEV项目在进行前期预研,现在还没有确定的推出时间。”而一位接近理想汽车BEV项目的人士对36氪称,考虑到汽车研发和测试需要较长周期,理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。12月2日美股盘前,理想汽车发布公告,拟增发4700万股美国存托股票(ADS),净筹资额约16.020亿美元,如果承销商行使行使超额配售选择权,理想汽车将最高募资约18.405亿美元。理想汽车在公告中,将这笔巨额融资的用途分为四个部分:1、约30%用于新一代电动汽车技术的研发,包括高压平台、高充放电率电池和超快充电;2、约20%用于下一个BEV(Battery Electric Vehicle)平台和未来车型的研发;3、大约20%用于自动驾驶技术和解决方案的研发;4、余额用于公司一般用途。36氪从二级市场了解到,理想汽车此次募资计划出人意料,“7月底刚IPO,账上还有快200亿人民币资金,这次募资可能会掀起新一轮军备赛。”7月31日,理想汽车在纳斯达克上市,融资14.73亿美元。时隔仅3个月,理想汽车再次提交长达300多页的招股书,计划募资超过120亿人民币。理想汽车公告称,其董事王兴有兴趣在此次增发中认购2000万美元ADS,但这份邀约不具有约束力。公告发布后第二天,理想汽车的路演启动。在以纯电动技术为主流路线的新造车阵营中,理想汽车独树一帜,选择了增程式技术方案,即用内燃机增程器为电动机发电,解决电动车的续航焦虑,同时兼顾电动驾驶体验。今年第三季度的财报会议上,理想汽车CEO李想明确表示,在400kW的快充技术成熟前,不会推出纯电动车型,“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。李想还表示,400kW的快充技术需要三个条件支撑:800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。但现在,李想显然要通过下场自研的方式,将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析,李想可能认为在某些细分市场,纯电动汽车在2023年或2024年的竞争力会比较强,“他的判断逻辑是,推出的BEV要打得过自己的增程。如果计划提前,意味着他对电动车发展速度和生态的重新判断。”理想汽车的增程技术方案正得到市场认可。 2020年1月至10月,理想ONE已累计交付21852辆,11月,理想汽车单月交付达到4646辆,环比增长25.8%。但与此同时,采用纯电动技术的特斯拉、蔚来和小鹏汽车等,销量也在节节走高。蔚来在10月和11月,已经连续两月交付量维持在5000台以上,特斯拉更是凭借国产Model 3,单月交付维持在1万台以上。而36氪此前曾独家报道,特斯拉中国工厂明年的生产计划是55万台,除去11万台出口任务,将有超过40万台在中国本土消化。同时,特斯拉充电桩工厂也在上海落成,明年计划生产1万根充电功率250kW的超充桩,超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施,特斯拉对中国的新能源车市场,无疑会是一次全方位的渗透。面对纯电动阵营的强烈攻势,李想显然也及时调整了策略。“现在理想汽车同时在干三件大事,研发下一代自动驾驶,研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪,如果不拿现在这100多亿人民币,资金确实有些吃紧。而当下的市场频繁波动,这也给理想汽车的募资增加了变数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390023676,"gmtCreate":1605674154895,"gmtModify":1703838921751,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"多家机构评级买入,花旗估值理想股价到111美金,涨跌不好说呀","listText":"多家机构评级买入,花旗估值理想股价到111美金,涨跌不好说呀","text":"多家机构评级买入,花旗估值理想股价到111美金,涨跌不好说呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390023676","repostId":"1142939198","repostType":4,"repost":{"id":"1142939198","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1605657056,"share":"https://www.laohu8.com/m/news/1142939198?lang=&edition=full","pubTime":"2020-11-18 07:50","market":"us","language":"zh","title":"淡马锡三季度清仓拼多多、蔚来,嗅到了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142939198","media":"券商中国","summary":"日前,根据美国证监会(SEC)披露,淡马锡于近日递交了截至2020年9月30日的第三季度(Q3)持仓报告(13F)。其中,其在第三季度清仓了拼多多、蔚来汽车等中概股,引发市场关注。券商中国记者据公开信","content":"<p>日前,根据美国证监会(SEC)披露,淡马锡于近日递交了截至2020年9月30日的第三季度(Q3)持仓报告(13F)。其中,其在第三季度清仓了<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等中概股,引发市场关注。</p><p>券商中国记者据公开信息梳理,至三季度末,共有358家机构投资者持有蔚来汽车股份,环比增加34.8%,报告期内有110家机构清仓该股票,不过也有300家机构投资者选择了增持或新进;与此同时,有269家机构持有拼多多股份,环比增加了3.07%,包括淡马锡在内,三季度共有114家机构清仓该股票,但也有逾200家机构选择增持或新进。</p><p>特别值得注意的是,报告期内,先锋集团等多家机构曾清仓过蔚来汽车,老虎环球集团也曾清仓拼多多,后来均有大手笔买入动作。</p><p><b>淡马锡于三季度内清仓拼多多、蔚来汽车</b></p><p>美国证监会披露文件显示,淡马锡提交的13F文件显示,至三季度末,淡马锡持仓总市值为196.98亿美元,报告期内新增持仓标的19只,增持6只标的,减持3只标的,并对4只标的进行了清仓处理。</p><p>其中,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>、<a href=\"https://laohu8.com/S/V\">Visa</a>、CenturyLink 是其前五大重仓股;淡马锡前五大买入股分别是:Duck Creek Technologies(DCT.US)、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、Sea Limited、<a href=\"https://laohu8.com/S/IAU\">黄金信托ETF(iShares)</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。特别为市场关注的是,三季度内,淡马锡清仓了拼多多、蔚来汽车等一度炙手可热的中概股。</p><p>淡马锡是新加坡参政部负责监管的一家股权投资公司,全球知名投资机构。2019年底,胡润研究院发布的《2019胡润全球独角兽活跃投资机构百强榜》中,淡马锡排名第23位。其在资本市场的买入、卖出动作,均受市场高度关注。</p><p>淡马锡清仓蔚来汽车、拼多多的信息在市场上沸沸扬扬,高瓴随后披露的三季度持仓情况则显示出了不同的判断。北京时间11月17日,高瓴在美国证监会公布了2020年第三季度末的美股持仓情况。数据显示,高瓴在美股市场持有89家公司的股票,总市值为132亿美元,以生物医疗、互联网、硬科技为主要布局领域。其中,<a href=\"https://laohu8.com/S/JD\">京东</a>、阿里巴巴、拼多多等中概股都是高瓴的持仓股。此外,高瓴在三季度内加大对新能源领域的投资,持仓股包括蔚来汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</p><p><b>110家机构三季度清仓蔚来汽车</b></p><p>蔚来汽车是新能源汽车领域的知名企业,自称“中国优质电动车市场的先驱”,于2018年9月份完成上市,上市以来涨幅超过628%。今年第三季度,蔚来汽车区间涨幅超过170%,股价从7.79美元一路上涨到21.22美元,区间高点为22.59美元。</p><p>Wind数据显示,至三季度末,共有358家机构持有蔚来汽车股份,合计持股市值96.39亿美元,持股占比为33.67%,较上一报告期持股比例下滑了0.59个百分点。报告期内,有99家机构选择增持蔚来汽车,201家机构为新进股东,12家机构持股比例不变;此外,也有46家机构在报告期内选择减持蔚来汽车股份,还有110家机构在该报告期内清仓该股票。</p><p>具体来看,至三季度末,蔚来汽车前十大机构投资者均在报告期内做出了增持或新进的举动。其中最大的机构投资者为<a href=\"https://laohu8.com/S/BGUK.UK\">BAILLIE GIFFORD</a> & CO,持股数量1.09亿股,持股数占比为8.08%,第三季度内持股比例增加了1115.9万股;第二大机构投资者为BLACKROCK INC.(<a href=\"https://laohu8.com/S/BX\">黑石</a>公司),持股数占比为3.95%,报告期内增持1063.80万股;第三大机构投资者为VANGUARD GROUP INC(先锋集团),持股比例为2.52%,报告期内增持3404.03万股,也是新增持股数量最多的机构。</p><p>公开信息显示,报告期内,TEMASEK HOLDINGS (PRIVATE) LTD(淡马锡控股)确实清仓了所持有的310.85万股蔚来汽车股票。自2019年底至今年三季度末,淡马锡合计清仓了所持有的4144.70万股蔚来汽车股票。不过,淡马锡只是第三季度清仓蔚来汽车股票的110家投资机构之一,记者梳理,至少包括D. E. SHAW & CO., INC.(德劭集团)、VANGUARD GROUP INC(先锋集团)等机构在第三季度内曾清仓过蔚来汽车,但在报告期内又有买入动作,且持股比例都较大。</p><p>不过,10月份以来,蔚来汽车股价进一步上涨,至10月1日至11月16日,区间涨幅达到114.8%,16日收盘价已达到45.58美元。</p><p><b>逾百家机构三季度清仓拼多多</b></p><p>再来看拼多多,该公司于2018年7月份完成赴美上市,上市以来涨幅已超过400%。今年第三季度,拼多多股价呈现下跌态势,区间跌幅13.62%。因而,有多家机构当时减持或清仓了该股票,但有更多机构似乎抓住了“抄底”机遇。</p><p>数据显示,至三季度末,共有269家机构持有其股份,合计持股市值170.21亿美元,持股占比为19.17%,较上一报告期持股比例下滑了2.22个百分点。</p><p>报告期内,有79家机构选择增持拼多多,122家机构为新进股东,18家机构持股比例不变;此外,也50家机构(环比减少10.71%)在报告期内选择减持拼多多股份,还有114家机构(较上季度增幅达256.25%)在该报告期内清仓该股票。</p><p>从持股情况来看,各大机构投资者对拼多多未来预判表现出明显的分化。至三季度末,拼多多的前十大机构投资者中,有5个新进股东,还有3个股东做出了减持举动。具体来看,拼多多最大的机构投资者为BAILLIE GIFFORD & CO,持股数量0.96亿股,持股数占比为2%,它第三季度内减持了752.96万股;第二大机构投资者为TIGER GLOBAL MANAGEMENT LLC(老虎环球管理公司),持股数占比为1.19%,为新进股东;第三大机构投资者为VANGUARD GROUP INC(先锋集团),持股比例为1.16%,报告期内减持247.58万股。</p><p>值得一提的是,报告期内,除了淡马锡外,包括TIGER GLOBAL MANAGEMENT LLC、FMR LLC(旧年富达)、HILLHOUSE CAPITAL ADVISORS, LTD.等多家机构投资者都曾清仓拼多多,不过TIGER GLOBAL MANAGEMENT LLC在报告期内又有买入动作。</p><p>10月份以来,拼多多股价明显回升,至10月1日至11月16日,区间涨幅达到91.54%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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淡马锡三季度清仓拼多多、蔚来,嗅到了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2020-11-18 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>日前,根据美国证监会(SEC)披露,淡马锡于近日递交了截至2020年9月30日的第三季度(Q3)持仓报告(13F)。其中,其在第三季度清仓了<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等中概股,引发市场关注。</p><p>券商中国记者据公开信息梳理,至三季度末,共有358家机构投资者持有蔚来汽车股份,环比增加34.8%,报告期内有110家机构清仓该股票,不过也有300家机构投资者选择了增持或新进;与此同时,有269家机构持有拼多多股份,环比增加了3.07%,包括淡马锡在内,三季度共有114家机构清仓该股票,但也有逾200家机构选择增持或新进。</p><p>特别值得注意的是,报告期内,先锋集团等多家机构曾清仓过蔚来汽车,老虎环球集团也曾清仓拼多多,后来均有大手笔买入动作。</p><p><b>淡马锡于三季度内清仓拼多多、蔚来汽车</b></p><p>美国证监会披露文件显示,淡马锡提交的13F文件显示,至三季度末,淡马锡持仓总市值为196.98亿美元,报告期内新增持仓标的19只,增持6只标的,减持3只标的,并对4只标的进行了清仓处理。</p><p>其中,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>、<a href=\"https://laohu8.com/S/V\">Visa</a>、CenturyLink 是其前五大重仓股;淡马锡前五大买入股分别是:Duck Creek Technologies(DCT.US)、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、Sea Limited、<a href=\"https://laohu8.com/S/IAU\">黄金信托ETF(iShares)</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。特别为市场关注的是,三季度内,淡马锡清仓了拼多多、蔚来汽车等一度炙手可热的中概股。</p><p>淡马锡是新加坡参政部负责监管的一家股权投资公司,全球知名投资机构。2019年底,胡润研究院发布的《2019胡润全球独角兽活跃投资机构百强榜》中,淡马锡排名第23位。其在资本市场的买入、卖出动作,均受市场高度关注。</p><p>淡马锡清仓蔚来汽车、拼多多的信息在市场上沸沸扬扬,高瓴随后披露的三季度持仓情况则显示出了不同的判断。北京时间11月17日,高瓴在美国证监会公布了2020年第三季度末的美股持仓情况。数据显示,高瓴在美股市场持有89家公司的股票,总市值为132亿美元,以生物医疗、互联网、硬科技为主要布局领域。其中,<a href=\"https://laohu8.com/S/JD\">京东</a>、阿里巴巴、拼多多等中概股都是高瓴的持仓股。此外,高瓴在三季度内加大对新能源领域的投资,持仓股包括蔚来汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</p><p><b>110家机构三季度清仓蔚来汽车</b></p><p>蔚来汽车是新能源汽车领域的知名企业,自称“中国优质电动车市场的先驱”,于2018年9月份完成上市,上市以来涨幅超过628%。今年第三季度,蔚来汽车区间涨幅超过170%,股价从7.79美元一路上涨到21.22美元,区间高点为22.59美元。</p><p>Wind数据显示,至三季度末,共有358家机构持有蔚来汽车股份,合计持股市值96.39亿美元,持股占比为33.67%,较上一报告期持股比例下滑了0.59个百分点。报告期内,有99家机构选择增持蔚来汽车,201家机构为新进股东,12家机构持股比例不变;此外,也有46家机构在报告期内选择减持蔚来汽车股份,还有110家机构在该报告期内清仓该股票。</p><p>具体来看,至三季度末,蔚来汽车前十大机构投资者均在报告期内做出了增持或新进的举动。其中最大的机构投资者为<a href=\"https://laohu8.com/S/BGUK.UK\">BAILLIE GIFFORD</a> & CO,持股数量1.09亿股,持股数占比为8.08%,第三季度内持股比例增加了1115.9万股;第二大机构投资者为BLACKROCK INC.(<a href=\"https://laohu8.com/S/BX\">黑石</a>公司),持股数占比为3.95%,报告期内增持1063.80万股;第三大机构投资者为VANGUARD GROUP INC(先锋集团),持股比例为2.52%,报告期内增持3404.03万股,也是新增持股数量最多的机构。</p><p>公开信息显示,报告期内,TEMASEK HOLDINGS (PRIVATE) LTD(淡马锡控股)确实清仓了所持有的310.85万股蔚来汽车股票。自2019年底至今年三季度末,淡马锡合计清仓了所持有的4144.70万股蔚来汽车股票。不过,淡马锡只是第三季度清仓蔚来汽车股票的110家投资机构之一,记者梳理,至少包括D. E. SHAW & CO., INC.(德劭集团)、VANGUARD GROUP INC(先锋集团)等机构在第三季度内曾清仓过蔚来汽车,但在报告期内又有买入动作,且持股比例都较大。</p><p>不过,10月份以来,蔚来汽车股价进一步上涨,至10月1日至11月16日,区间涨幅达到114.8%,16日收盘价已达到45.58美元。</p><p><b>逾百家机构三季度清仓拼多多</b></p><p>再来看拼多多,该公司于2018年7月份完成赴美上市,上市以来涨幅已超过400%。今年第三季度,拼多多股价呈现下跌态势,区间跌幅13.62%。因而,有多家机构当时减持或清仓了该股票,但有更多机构似乎抓住了“抄底”机遇。</p><p>数据显示,至三季度末,共有269家机构持有其股份,合计持股市值170.21亿美元,持股占比为19.17%,较上一报告期持股比例下滑了2.22个百分点。</p><p>报告期内,有79家机构选择增持拼多多,122家机构为新进股东,18家机构持股比例不变;此外,也50家机构(环比减少10.71%)在报告期内选择减持拼多多股份,还有114家机构(较上季度增幅达256.25%)在该报告期内清仓该股票。</p><p>从持股情况来看,各大机构投资者对拼多多未来预判表现出明显的分化。至三季度末,拼多多的前十大机构投资者中,有5个新进股东,还有3个股东做出了减持举动。具体来看,拼多多最大的机构投资者为BAILLIE GIFFORD & CO,持股数量0.96亿股,持股数占比为2%,它第三季度内减持了752.96万股;第二大机构投资者为TIGER GLOBAL MANAGEMENT LLC(老虎环球管理公司),持股数占比为1.19%,为新进股东;第三大机构投资者为VANGUARD GROUP INC(先锋集团),持股比例为1.16%,报告期内减持247.58万股。</p><p>值得一提的是,报告期内,除了淡马锡外,包括TIGER GLOBAL MANAGEMENT LLC、FMR LLC(旧年富达)、HILLHOUSE CAPITAL ADVISORS, LTD.等多家机构投资者都曾清仓拼多多,不过TIGER GLOBAL MANAGEMENT LLC在报告期内又有买入动作。</p><p>10月份以来,拼多多股价明显回升,至10月1日至11月16日,区间涨幅达到91.54%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/220bd432f04f895b23623500708edc81","relate_stocks":{"NIO":"蔚来","PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142939198","content_text":"日前,根据美国证监会(SEC)披露,淡马锡于近日递交了截至2020年9月30日的第三季度(Q3)持仓报告(13F)。其中,其在第三季度清仓了拼多多、蔚来汽车等中概股,引发市场关注。券商中国记者据公开信息梳理,至三季度末,共有358家机构投资者持有蔚来汽车股份,环比增加34.8%,报告期内有110家机构清仓该股票,不过也有300家机构投资者选择了增持或新进;与此同时,有269家机构持有拼多多股份,环比增加了3.07%,包括淡马锡在内,三季度共有114家机构清仓该股票,但也有逾200家机构选择增持或新进。特别值得注意的是,报告期内,先锋集团等多家机构曾清仓过蔚来汽车,老虎环球集团也曾清仓拼多多,后来均有大手笔买入动作。淡马锡于三季度内清仓拼多多、蔚来汽车美国证监会披露文件显示,淡马锡提交的13F文件显示,至三季度末,淡马锡持仓总市值为196.98亿美元,报告期内新增持仓标的19只,增持6只标的,减持3只标的,并对4只标的进行了清仓处理。其中,阿里巴巴、贝莱德、PayPal、Visa、CenturyLink 是其前五大重仓股;淡马锡前五大买入股分别是:Duck Creek Technologies(DCT.US)、Snowflake、Sea Limited、黄金信托ETF(iShares)、亚马逊。特别为市场关注的是,三季度内,淡马锡清仓了拼多多、蔚来汽车等一度炙手可热的中概股。淡马锡是新加坡参政部负责监管的一家股权投资公司,全球知名投资机构。2019年底,胡润研究院发布的《2019胡润全球独角兽活跃投资机构百强榜》中,淡马锡排名第23位。其在资本市场的买入、卖出动作,均受市场高度关注。淡马锡清仓蔚来汽车、拼多多的信息在市场上沸沸扬扬,高瓴随后披露的三季度持仓情况则显示出了不同的判断。北京时间11月17日,高瓴在美国证监会公布了2020年第三季度末的美股持仓情况。数据显示,高瓴在美股市场持有89家公司的股票,总市值为132亿美元,以生物医疗、互联网、硬科技为主要布局领域。其中,京东、阿里巴巴、拼多多等中概股都是高瓴的持仓股。此外,高瓴在三季度内加大对新能源领域的投资,持仓股包括蔚来汽车、理想汽车等。110家机构三季度清仓蔚来汽车蔚来汽车是新能源汽车领域的知名企业,自称“中国优质电动车市场的先驱”,于2018年9月份完成上市,上市以来涨幅超过628%。今年第三季度,蔚来汽车区间涨幅超过170%,股价从7.79美元一路上涨到21.22美元,区间高点为22.59美元。Wind数据显示,至三季度末,共有358家机构持有蔚来汽车股份,合计持股市值96.39亿美元,持股占比为33.67%,较上一报告期持股比例下滑了0.59个百分点。报告期内,有99家机构选择增持蔚来汽车,201家机构为新进股东,12家机构持股比例不变;此外,也有46家机构在报告期内选择减持蔚来汽车股份,还有110家机构在该报告期内清仓该股票。具体来看,至三季度末,蔚来汽车前十大机构投资者均在报告期内做出了增持或新进的举动。其中最大的机构投资者为BAILLIE GIFFORD & CO,持股数量1.09亿股,持股数占比为8.08%,第三季度内持股比例增加了1115.9万股;第二大机构投资者为BLACKROCK INC.(黑石公司),持股数占比为3.95%,报告期内增持1063.80万股;第三大机构投资者为VANGUARD GROUP INC(先锋集团),持股比例为2.52%,报告期内增持3404.03万股,也是新增持股数量最多的机构。公开信息显示,报告期内,TEMASEK HOLDINGS (PRIVATE) LTD(淡马锡控股)确实清仓了所持有的310.85万股蔚来汽车股票。自2019年底至今年三季度末,淡马锡合计清仓了所持有的4144.70万股蔚来汽车股票。不过,淡马锡只是第三季度清仓蔚来汽车股票的110家投资机构之一,记者梳理,至少包括D. E. SHAW & CO., INC.(德劭集团)、VANGUARD GROUP INC(先锋集团)等机构在第三季度内曾清仓过蔚来汽车,但在报告期内又有买入动作,且持股比例都较大。不过,10月份以来,蔚来汽车股价进一步上涨,至10月1日至11月16日,区间涨幅达到114.8%,16日收盘价已达到45.58美元。逾百家机构三季度清仓拼多多再来看拼多多,该公司于2018年7月份完成赴美上市,上市以来涨幅已超过400%。今年第三季度,拼多多股价呈现下跌态势,区间跌幅13.62%。因而,有多家机构当时减持或清仓了该股票,但有更多机构似乎抓住了“抄底”机遇。数据显示,至三季度末,共有269家机构持有其股份,合计持股市值170.21亿美元,持股占比为19.17%,较上一报告期持股比例下滑了2.22个百分点。报告期内,有79家机构选择增持拼多多,122家机构为新进股东,18家机构持股比例不变;此外,也50家机构(环比减少10.71%)在报告期内选择减持拼多多股份,还有114家机构(较上季度增幅达256.25%)在该报告期内清仓该股票。从持股情况来看,各大机构投资者对拼多多未来预判表现出明显的分化。至三季度末,拼多多的前十大机构投资者中,有5个新进股东,还有3个股东做出了减持举动。具体来看,拼多多最大的机构投资者为BAILLIE GIFFORD & CO,持股数量0.96亿股,持股数占比为2%,它第三季度内减持了752.96万股;第二大机构投资者为TIGER GLOBAL MANAGEMENT LLC(老虎环球管理公司),持股数占比为1.19%,为新进股东;第三大机构投资者为VANGUARD GROUP INC(先锋集团),持股比例为1.16%,报告期内减持247.58万股。值得一提的是,报告期内,除了淡马锡外,包括TIGER GLOBAL MANAGEMENT LLC、FMR LLC(旧年富达)、HILLHOUSE CAPITAL ADVISORS, LTD.等多家机构投资者都曾清仓拼多多,不过TIGER GLOBAL MANAGEMENT LLC在报告期内又有买入动作。10月份以来,拼多多股价明显回升,至10月1日至11月16日,区间涨幅达到91.54%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":199560114765968,"gmtCreate":1689744521833,"gmtModify":1689744524235,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>昨晚已下车,可以回调了[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>昨晚已下车,可以回调了[开心] ","text":"$特斯拉(TSLA)$ 昨晚已下车,可以回调了[开心]","images":[{"img":"https://static.tigerbbs.com/2c11982011af8b039545e2036ef82ae1","width":"2796","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/199560114765968","isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579813062214874","authorId":"3579813062214874","name":"啦啦啦咕咕咕","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3579813062214874","authorIdStr":"3579813062214874"},"content":"哥们这波回调还在观望还是已经进去了","text":"哥们这波回调还在观望还是已经进去了","html":"哥们这波回调还在观望还是已经进去了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":184908145582136,"gmtCreate":1686182900404,"gmtModify":1686182902722,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>啥时候再下来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>啥时候再下来","text":"$特斯拉(TSLA)$ 啥时候再下来","images":[{"img":"https://static.tigerbbs.com/c99c1b60b135d92d829a43b158e2cc34","width":"2796","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/184908145582136","isVote":1,"tweetType":1,"viewCount":2820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"Peking出租车","avatar":"https://static.tigerbbs.com/89a73751950e5bffb5350f0239deb963","crmLevel":7,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"这也太准了吧","text":"这也太准了吧","html":"这也太准了吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":143231877,"gmtCreate":1625795329299,"gmtModify":1625795329299,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a 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11:38","market":"hk","language":"zh","title":"小米跌幅扩大至6%,此前遭瑞银下调目标价至22港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1139717291","media":"老虎资讯综合","summary":"1月6日,小米集团跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股","content":"<p>1月6日,<a href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" tg-height=\"470\"></p><p>瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股份2021/22年预测市盈率达42倍及33倍,已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长,不过仍有多项不利因素需留意,一方面是中国手游经济正远离应用商店营运商,另一方面是中国金融科技监管,以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期,加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长,将评级由中性降至沽售,目标价由23港元降至22港元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-06 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月6日,<a href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" tg-height=\"470\"></p><p>瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股份2021/22年预测市盈率达42倍及33倍,已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长,不过仍有多项不利因素需留意,一方面是中国手游经济正远离应用商店营运商,另一方面是中国金融科技监管,以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期,加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长,将评级由中性降至沽售,目标价由23港元降至22港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717291","content_text":"1月6日,小米集团跌幅持续扩大,截止发稿跌超6.5%,股价暂报33港元,此前遭瑞银下调目标价至22港元。瑞银发表的研究报告指,小米集团股价去年升208%,跑赢MSCI中国IT指数132个百分点,认为股份2021/22年预测市盈率达42倍及33倍,已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长,不过仍有多项不利因素需留意,一方面是中国手游经济正远离应用商店营运商,另一方面是中国金融科技监管,以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期,加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长,将评级由中性降至沽售,目标价由23港元降至22港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341617132118240,"gmtCreate":1724423169841,"gmtModify":1724423201806,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 这种票涨起来就勇敢的空啊","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 这种票涨起来就勇敢的空啊","text":"$Faraday Future(FFIE)$ 这种票涨起来就勇敢的空啊","images":[{"img":"https://static.tigerbbs.com/b07526e030582bdaef874e2f920a47eb","width":"1290","height":"2472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341617132118240","isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":396509385,"gmtCreate":1607147168547,"gmtModify":1703846712116,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"2023年估计特斯拉全自动驾驶车队都有了","listText":"2023年估计特斯拉全自动驾驶车队都有了","text":"2023年估计特斯拉全自动驾驶车队都有了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396509385","repostId":"2089061576","repostType":4,"repost":{"id":"2089061576","kind":"news","pubTimestamp":1607138309,"share":"https://www.laohu8.com/m/news/2089061576?lang=&edition=full","pubTime":"2020-12-05 11:18","market":"us","language":"zh","title":"理想计划推出纯电动车型,将搭载新的纯电动技术平台","url":"https://stock-news.laohu8.com/highlight/detail?id=2089061576","media":"李勤","summary":"坚持增程技术方案的$理想汽车$,也开始提前拥抱纯电动技术。从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV也计划最早在2022年推出亮相,2023年上市销售,会搭载理想的超快充和高电压平台等技术。”","content":"<p><span style=\"text-align:justify;\">坚持增程技术方案的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,也开始提前拥抱纯电动技术。</span></p><p>从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。</p><p>关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV(Battery Electric Vehicle)也计划最早在2022年推出亮相,2023年上市销售,会搭载理想的超快充和高电压平台等技术。”</p><p>关于电动车推出时间的上述信息,理想汽车官方对36氪予以否认,“BEV项目在进行前期预研,现在还没有确定的推出时间。”</p><p>而一位接近理想汽车BEV项目的人士对36氪称,考虑到汽车研发和测试需要较长周期,理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。</p><p>12月2日美股盘前,理想汽车发布公告,拟增发4700万股美国存托股票(ADS),净筹资额约16.020亿美元,如果承销商行使行使超额配售选择权,理想汽车将最高募资约18.405亿美元。</p><p>理想汽车在公告中,将这笔巨额融资的用途分为四个部分:</p><p>1、约30%用于新一代电动汽车技术的研发,包括高压平台、高充放电率电池和超快充电;</p><p>2、约20%用于下一个BEV(Battery Electric Vehicle)平台和未来车型的研发;</p><p>3、大约20%用于自动驾驶技术和解决方案的研发;</p><p>4、余额用于公司一般用途。</p><p>36氪从二级市场了解到,理想汽车此次募资计划出人意料,“7月底刚IPO,账上还有快200亿人民币资金,这次募资可能会掀起新一轮军备赛。”7月31日,理想汽车在纳斯达克上市,融资14.73亿美元。时隔仅3个月,理想汽车再次提交长达300多页的招股书,计划募资超过120亿人民币。</p><p>理想汽车公告称,其董事王兴有兴趣在此次增发中认购2000万美元ADS,但这份邀约不具有约束力。公告发布后第二天,理想汽车的路演启动。</p><p>在以纯电动技术为主流路线的新造车阵营中,理想汽车独树一帜,选择了增程式技术方案,即用内燃机增程器为电动机发电,解决电动车的续航焦虑,同时兼顾电动驾驶体验。</p><p>今年第三季度的财报会议上,理想汽车CEO李想明确表示,在400kW的快充技术成熟前,不会推出纯电动车型,“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。</p><p>李想还表示,400kW的快充技术需要三个条件支撑:800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。</p><p>但现在,李想显然要通过下场自研的方式,将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析,李想可能认为在某些细分市场,纯电动汽车在2023年或2024年的竞争力会比较强,“他的判断逻辑是,推出的BEV要打得过自己的增程。如果计划提前,意味着他对电动车发展速度和生态的重新判断。”</p><p>理想汽车的增程技术方案正得到市场认可。 2020年1月至10月,理想ONE已累计交付21852辆,11月,理想汽车单月交付达到4646辆,环比增长25.8%。</p><p>但与此同时,采用纯电动技术的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>等,销量也在节节走高。蔚来在10月和11月,已经连续两月交付量维持在5000台以上,特斯拉更是凭借国产Model 3,单月交付维持在1万台以上。</p><p>而36氪此前曾独家报道,特斯拉中国工厂明年的生产计划是55万台,除去11万台出口任务,将有超过40万台在中国本土消化。同时,特斯拉充电桩工厂也在上海落成,明年计划生产1万根充电功率250kW的超充桩,超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施,特斯拉对中国的新能源车市场,无疑会是一次全方位的渗透。</p><p>面对纯电动阵营的强烈攻势,李想显然也及时调整了策略。“现在理想汽车同时在干三件大事,研发下一代自动驾驶,研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪,如果不拿现在这100多亿人民币,资金确实有些吃紧。而当下的市场频繁波动,这也给理想汽车的募资增加了变数。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想计划推出纯电动车型,将搭载新的纯电动技术平台</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理想计划推出纯电动车型,将搭载新的纯电动技术平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-05 11:18 北京时间 <a href=https://36kr.com/p/996014090555907><strong>李勤</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>坚持增程技术方案的理想汽车,也开始提前拥抱纯电动技术。从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV(Battery Electric Vehicle)也计划最早在2022年推出亮相,2023...</p>\n\n<a href=\"https://36kr.com/p/996014090555907\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"source_url":"https://36kr.com/p/996014090555907","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089061576","content_text":"坚持增程技术方案的理想汽车,也开始提前拥抱纯电动技术。从多位知情人士处获悉,理想汽车计划推出纯电动车型,该车型将搭载其最新的纯电动技术平台。关于纯电动车的推出时间,有数位接触到近期理想汽车募资路演的人士告诉36氪,理想汽车透露,2022年,除了按计划推出增程式全尺寸SUV,纯电动平台车型也已经提前,“BEV(Battery Electric Vehicle)也计划最早在2022年推出亮相,2023年上市销售,会搭载理想的超快充和高电压平台等技术。”关于电动车推出时间的上述信息,理想汽车官方对36氪予以否认,“BEV项目在进行前期预研,现在还没有确定的推出时间。”而一位接近理想汽车BEV项目的人士对36氪称,考虑到汽车研发和测试需要较长周期,理想首款纯电动车推出的时间很可能比上述预测的时间晚很多。12月2日美股盘前,理想汽车发布公告,拟增发4700万股美国存托股票(ADS),净筹资额约16.020亿美元,如果承销商行使行使超额配售选择权,理想汽车将最高募资约18.405亿美元。理想汽车在公告中,将这笔巨额融资的用途分为四个部分:1、约30%用于新一代电动汽车技术的研发,包括高压平台、高充放电率电池和超快充电;2、约20%用于下一个BEV(Battery Electric Vehicle)平台和未来车型的研发;3、大约20%用于自动驾驶技术和解决方案的研发;4、余额用于公司一般用途。36氪从二级市场了解到,理想汽车此次募资计划出人意料,“7月底刚IPO,账上还有快200亿人民币资金,这次募资可能会掀起新一轮军备赛。”7月31日,理想汽车在纳斯达克上市,融资14.73亿美元。时隔仅3个月,理想汽车再次提交长达300多页的招股书,计划募资超过120亿人民币。理想汽车公告称,其董事王兴有兴趣在此次增发中认购2000万美元ADS,但这份邀约不具有约束力。公告发布后第二天,理想汽车的路演启动。在以纯电动技术为主流路线的新造车阵营中,理想汽车独树一帜,选择了增程式技术方案,即用内燃机增程器为电动机发电,解决电动车的续航焦虑,同时兼顾电动驾驶体验。今年第三季度的财报会议上,理想汽车CEO李想明确表示,在400kW的快充技术成熟前,不会推出纯电动车型,“增程式技术在大型SUV、MPV上的应用具有5-10年的优势。”理想汽车计划2022年推出的全尺寸SUV即延续增程式技术方案。李想还表示,400kW的快充技术需要三个条件支撑:800V以上的电压平台、500Ah超级快充的国家标准和4C充电倍率以上的电池。但现在,李想显然要通过下场自研的方式,将推出纯电动车型的距离缩短。一位接近李想的行业人士向36氪分析,李想可能认为在某些细分市场,纯电动汽车在2023年或2024年的竞争力会比较强,“他的判断逻辑是,推出的BEV要打得过自己的增程。如果计划提前,意味着他对电动车发展速度和生态的重新判断。”理想汽车的增程技术方案正得到市场认可。 2020年1月至10月,理想ONE已累计交付21852辆,11月,理想汽车单月交付达到4646辆,环比增长25.8%。但与此同时,采用纯电动技术的特斯拉、蔚来和小鹏汽车等,销量也在节节走高。蔚来在10月和11月,已经连续两月交付量维持在5000台以上,特斯拉更是凭借国产Model 3,单月交付维持在1万台以上。而36氪此前曾独家报道,特斯拉中国工厂明年的生产计划是55万台,除去11万台出口任务,将有超过40万台在中国本土消化。同时,特斯拉充电桩工厂也在上海落成,明年计划生产1万根充电功率250kW的超充桩,超过特斯拉入华以来在国内建设的充电桩数量总和。高压的销量任务加上超充设施,特斯拉对中国的新能源车市场,无疑会是一次全方位的渗透。面对纯电动阵营的强烈攻势,李想显然也及时调整了策略。“现在理想汽车同时在干三件大事,研发下一代自动驾驶,研发下一代增程技术平台以及新一代BEV平台。”有二级市场人士告诉36氪,如果不拿现在这100多亿人民币,资金确实有些吃紧。而当下的市场频繁波动,这也给理想汽车的募资增加了变数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311307594,"gmtCreate":1611761333418,"gmtModify":1703753435481,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>这是财报前的疯狂吗?","listText":"<a 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","listText":"第一个缴械的机构[龇牙] ","text":"第一个缴械的机构[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316865834","repostId":"1128991080","repostType":4,"repost":{"id":"1128991080","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611928480,"share":"https://www.laohu8.com/m/news/1128991080?lang=&edition=full","pubTime":"2021-01-29 21:54","market":"us","language":"zh","title":"香橼停止做空研究,专注于做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1128991080","media":"老虎资讯综合","summary":"1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。香橼在","content":"<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p 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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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今天买还能分红吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341251020316760","isVote":1,"tweetType":1,"viewCount":2153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204223730507816,"gmtCreate":1690869489921,"gmtModify":1690869491179,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"去年全球才卖700万辆电动车?","listText":"去年全球才卖700万辆电动车?","text":"去年全球才卖700万辆电动车?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204223730507816","repostId":"1154836116","repostType":2,"isVote":1,"tweetType":1,"viewCount":1453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184907761217776,"gmtCreate":1686182725832,"gmtModify":1686182727787,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a 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是不是阶段高点又快到了?","images":[{"img":"https://static.tigerbbs.com/f820577efd2b558de51cc38a359da5ef","width":"2796","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184907761217776","isVote":1,"tweetType":1,"viewCount":2811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":161853516,"gmtCreate":1623919146235,"gmtModify":1623919756157,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"睁眼说瞎话","listText":"睁眼说瞎话","text":"睁眼说瞎话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161853516","repostId":"1184282799","repostType":4,"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181623451,"gmtCreate":1623391318173,"gmtModify":1623391318173,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181623451","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://www.laohu8.com/m/news/1156453091?lang=&edition=full","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴,美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>:经济陷入衰退,但前期大幅政府开支与财政刺激的余温仍在,通胀持续上升,美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11:</b>粮食危机和石油危机的双重打击下,美国经济陷入滞胀,供给冲击与成本推升通胀。政府价格管制失败,货币政策缺乏独立性并且过于滞后,未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07:</b>走出滞胀后,美国经济经历了高速增长,但1987年开始经济增速放缓,并出现工资和价格上涨压力,美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09:</b>油价飙升推升通胀,金融危机爆发,美联储货币政策的首要任务在于救市,通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似,均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平),但是<b>从CPI指数角度,2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎,我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工,芯片短缺导致车企减产。新车供应不足,二手车需求剧增,价格飙升(图2)。根据Manheim数据,2021年二手车售价增幅超越新车(图3)。此外,5月其他交通相关的价格涨幅进一步扩大,交通服务价格增幅从4月的5.6%扩大至11.2%,增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%),尽管相对于其它分项,房租的增速相对温和(今年5月同比增2.2%),但年初以来增速斜率陡峭化(图4),我们<b>预计受到供给短缺的影响,未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度,密西根预期通胀率数据显示,2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5),但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度,如我们此前报告所述,美联储注重通胀预期的监测,关键指标为<b>共同通胀预期指数(CIE),CIE为季度数据,预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中,CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2):<b>通胀对于美元、美股存在负面影响,前者较为滞后,后者1个月内即有体现。</b>有趣的是,通胀对于美债收益率的影响不具规律性,关于美债的研究框架,请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示:</b>美联储过快收紧货币政策,地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解)</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴,美国通胀飙升后的演绎与影响</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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以史为鉴,美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日,美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%,创2008年8月以来最大增幅。今年年初以来,美国通胀率加速上升,美联储6月议息会议在即,市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升,以便更好地理解本次的通胀及其影响:\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09:经济陷入衰退,但前期大幅政府开支与财政刺激的余温仍在,通胀持续上升,美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11:粮食危机和石油危机的双重打击下,美国经济陷入滞胀,供给冲击与成本推升通胀。政府价格管制失败,货币政策缺乏独立性并且过于滞后,未能成功抑制通胀。\n1987/08-1991/07:走出滞胀后,美国经济经历了高速增长,但1987年开始经济增速放缓,并出现工资和价格上涨压力,美联储收紧货币政策。\n2007/11-2008/09:油价飙升推升通胀,金融危机爆发,美联储货币政策的首要任务在于救市,通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似,均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平),但是从CPI指数角度,2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎,我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工,芯片短缺导致车企减产。新车供应不足,二手车需求剧增,价格飙升(图2)。根据Manheim数据,2021年二手车售价增幅超越新车(图3)。此外,5月其他交通相关的价格涨幅进一步扩大,交通服务价格增幅从4月的5.6%扩大至11.2%,增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%),尽管相对于其它分项,房租的增速相对温和(今年5月同比增2.2%),但年初以来增速斜率陡峭化(图4),我们预计受到供给短缺的影响,未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度,密西根预期通胀率数据显示,2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5),但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度,如我们此前报告所述,美联储注重通胀预期的监测,关键指标为共同通胀预期指数(CIE),CIE为季度数据,预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中,CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2):通胀对于美元、美股存在负面影响,前者较为滞后,后者1个月内即有体现。有趣的是,通胀对于美债收益率的影响不具规律性,关于美债的研究框架,请参考我们此前的报告。\n\n风险提示:美联储过快收紧货币政策,地缘政治风险加剧\n\n恭喜您找到了字母E,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击【七周年有奖活动】老虎大搜查 了解)","news_type":1},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181623808,"gmtCreate":1623391287904,"gmtModify":1623391287904,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181623808","repostId":"1140839418","repostType":4,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://www.laohu8.com/m/news/1140839418?lang=&edition=full","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书:遍布15国,日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息,美国当地时间周四,$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息,美国当地时间周四,<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会(SEC)提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解)<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书:遍布15国,日均单量4100万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息,美国当地时间周四,滴滴出行的运营主体小桔快智向美国证券交易委员会(SEC)提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。\n根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息,美国当地时间周四,滴滴出行的运营主体小桔快智向美国证券交易委员会(SEC)提交了IPO招股书,计划在纳斯达克股票市场或纽约证券交易所挂牌上市,股票代码为“DIDI”。\n根据滴滴披露的数据显示,目前滴滴已经在15个国家的4000多个城市和地区开通业务,年活跃用户数量4.93亿,年活跃司机数量1500万,日均单量4100万,年平台交易总额3410亿元,2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I,参与《老虎大搜查》活动,下帖留言“ Tiger is here” 即可获赠100虎币,如集齐7张图片并留言,还可获赠7周年限定礼盒。(详情请点击【七周年有奖活动】老虎大搜查 了解)","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115412800,"gmtCreate":1623026804600,"gmtModify":1623026804600,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"啥任务?","listText":"啥任务?","text":"啥任务?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115412800","repostId":"1127148608","repostType":4,"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332790543,"gmtCreate":1610462493482,"gmtModify":1703744501016,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"什么情况,停牌了?","listText":"什么情况,停牌了?","text":"什么情况,停牌了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332790543","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394457577,"gmtCreate":1608098492599,"gmtModify":1703851113785,"author":{"id":"3555199101649648","authorId":"3555199101649648","name":"Rockyoyo","avatar":"https://static.tigerbbs.com/259bb155de085fb0fbd0466ac2cef3ac","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555199101649648","authorIdStr":"3555199101649648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>这个开盘走势有点惨啊","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>这个开盘走势有点惨啊","text":"$蓝月亮集团(06993)$这个开盘走势有点惨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394457577","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}