第一桶小米米的个人主页 - 老虎社区

第一桶小米米

第一桶小米米

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第一桶小米米

2020-08-31

第一桶金，小米

第一桶小米米

2020-09-22

这文章写早了

抱歉，原内容已删除

第一桶小米米

2020-12-14

爱小米[财迷]

双十二业绩出色，小米集团ADR涨超7%

第一桶小米米

2020-11-23

$小米集团-W(01810)$涨势如虹，财报必须奥利给

第一桶小米米

2021-08-17

$秦淮数据(CD)$一夜回到解放前

第一桶小米米

2020-11-14

评论总是最精彩的

大空头香橼突然发声：蔚来目标价应为25美元

第一桶小米米

2020-10-15

$Yalla Group(YALA)$这个还真妖

第一桶小米米

2020-10-10

真的是上窜下跳

特朗普批准修订后的经济刺激方案，道指直线拉升

第一桶小米米

2020-11-25

最需要学习的就是我们自己，最需要改变的正是我们自己

抱歉，原内容已删除

去老虎APP查看更多动态

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justify;\">美联储官员在周三召开的议息会议上，连续第三次宣布降息，以支撑美联储主席鲍威尔口中“逐渐降温”的劳动力市场。尽管相较于9月的经济预期，美联储并未上调明年失业率预测值，但鲍威尔直言，当前就业市场面临“显著”下行风险。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国上周初请失业金人数突现“跳涨”，创疫情来最大单周增幅</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{ 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}\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美国上周初请失业金人数突现“跳涨”，创疫情来最大单周增幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 21:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1380615.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国劳工部周四发布的数据显示，在感恩节假期当周初请失业金人数大幅回落之后，上周该数据出现激增，创下新冠疫情暴发以来的最大单周涨幅。截至12月6日当周，美国初请失业金人数增加4.4万人，升至23.6万人。这一幅度刷新2020年3月以来的峰值，而此前一周该数据刚刚触及三年多以来的最低点。这一数值超出市场预期的22万。据了解，初请失业金人数通常在节假日前后波动较大，预计这一趋势将持续至年底。不过，本周...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1380615.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1380615.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1184843702","content_text":"美国劳工部周四发布的数据显示，在感恩节假期当周初请失业金人数大幅回落之后，上周该数据出现激增，创下新冠疫情暴发以来的最大单周涨幅。截至12月6日当周，美国初请失业金人数增加4.4万人，升至23.6万人。这一幅度刷新2020年3月以来的峰值，而此前一周该数据刚刚触及三年多以来的最低点。这一数值超出市场预期的22万。据了解，初请失业金人数通常在节假日前后波动较大，预计这一趋势将持续至年底。不过，本周公布的数据已处于2025年以来的高位区间。近几周，百事可乐、惠普等企业相继公布裁员计划，10月全美裁员规模更是创下2023年初以来的新高。作为平滑短期波动的关键指标，上周初请失业金人数四周移动平均值微升至21.675万人;截至11月30日(含感恩节假期)当周续请失业金人数183.8万人，市场预期为194.7万人。近几个月来，劳动力市场的疲软预期持续压制消费者信心。密歇根大学12月初步调查结果显示，多数受访者预计未来一年美国失业率将走高。美联储官员在周三召开的议息会议上，连续第三次宣布降息，以支撑美联储主席鲍威尔口中“逐渐降温”的劳动力市场。尽管相较于9月的经济预期，美联储并未上调明年失业率预测值，但鲍威尔直言，当前就业市场面临“显著”下行风险。","news_type":1,"symbols_score_info":{"ESmain":1,"NQmain":1,"YMmain":1}},"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498978206855536,"gmtCreate":1762846599128,"gmtModify":1762846601319,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"这不是反指吗","listText":"这不是反指吗","text":"这不是反指吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498978206855536","repostId":"2582802413","repostType":2,"repost":{"id":"2582802413","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1762806368,"share":"https://www.laohu8.com/m/news/2582802413?lang=zh_CN&edition=full","pubTime":"2025-11-11 04:26","market":"us","language":"zh","title":"景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行","url":"https://stock-news.laohu8.com/highlight/detail?id=2582802413","media":"华尔街见闻","summary":"据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。","content":"<html><head></head><body><blockquote><p>据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。</p></blockquote><p style=\"text-align: justify;\">布局海内外的景林资产交出美股最新成绩单。</p><p style=\"text-align: justify;\">据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。</p><p style=\"text-align: justify;\">具体来看，景林资产的投资版图发生重构，自动驾驶赛道异军突起，加仓消费与电商板块，但同时挥别新能源与券商股。</p><h2 id=\"1af0b631\">大举建仓文远知行</h2><p style=\"text-align: justify;\">值得提示的是，景林资产是通过香港子公司进行美股投资的，上述持股不包含其中国其他内地主体及旗下产品的美股头寸。</p><p style=\"text-align: justify;\">最引人注目的操作是，<strong>景林资产三季度大举建仓文远知行，持股数量高达268万股。</strong></p><p style=\"text-align: justify;\">作为中国自动驾驶领域的头部企业，文远知行正从技术研发向商业化落地加速转型，无论是Robotaxi运营还是自动驾驶货运，该公司都在抢占先发优势。景林选择重仓文远知行，或许是押注智能出行时代即将到来的产业拐点。</p><p style=\"text-align: justify;\">这一布局与清仓禾赛科技形成鲜明对比——从产业链上游的硬件供应商，转向拥有整体解决方案的平台型公司，显示出景林对自动驾驶产业链价值分布的深度思考。</p><h2 id=\"e446be8a\">消费板块加码</h2><p style=\"text-align: justify;\">景林资产在酒店与电商赛道加仓。</p><p style=\"text-align: justify;\">亚朵成为三季度第二大增持标的，新增持股超208万股，叠加华住的增持，景林正在系统性布局中国连锁酒店龙头。相关卖方研究指出，这类资产受益于商旅复苏与消费升级双重逻辑，长期运营壁垒较高。</p><p style=\"text-align: justify;\">景林在三季度同时增持了阿里巴巴与拼多多两大电商巨头。前者持续推进AI电商转型，后者则在跨境业务上高歌猛进。此配置或许正是其捕捉&#34;中国电商二次增长曲线&#34;的战略布局。</p><p style=\"text-align: justify;\">数据显示，阿里巴巴的股价今年已飙升94%，在股价翻倍后其动态市盈率仅为18.78倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/461758fef6ac09d8094154933432ff88\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。</p><h2 id=\"c3809011\">系统性撤离新能源</h2><p style=\"text-align: justify;\">今年三季度内，景林资产对其美股持仓进行了结构性调整，清仓了多只重要个股。</p><p style=\"text-align: justify;\">从最新披露的信息来看，被完全卖出的投资标的包括：大全新能源、携程、百济神州以及禾赛科技。</p><p style=\"text-align: justify;\">其中，在新能源领域，景林一举清仓硅料龙头大全新能源267万股。同时，携程的清仓也表明其在OTA板块的风险偏好可能正在发生变化，转而更青睐酒店集团的直营模式。</p><p style=\"text-align: justify;\">整体来看，这家对冲基金此轮操作展现出其在全球产业周期波动下，主动优化组合的策略意图。</p><p style=\"text-align: justify;\">景林对于部分昔日重仓股的&#34;割舍&#34;在其他美股的操作上也有体现，贝壳、富途、满帮等二季度重仓股均遭遇大幅减持，其中贝壳减持超96万股，富途减持超53万股。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行</title>\n<style 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}\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景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-11-11 04:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。</p></blockquote><p style=\"text-align: justify;\">布局海内外的景林资产交出美股最新成绩单。</p><p style=\"text-align: justify;\">据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。</p><p style=\"text-align: justify;\">具体来看，景林资产的投资版图发生重构，自动驾驶赛道异军突起，加仓消费与电商板块，但同时挥别新能源与券商股。</p><h2 id=\"1af0b631\">大举建仓文远知行</h2><p style=\"text-align: justify;\">值得提示的是，景林资产是通过香港子公司进行美股投资的，上述持股不包含其中国其他内地主体及旗下产品的美股头寸。</p><p style=\"text-align: justify;\">最引人注目的操作是，<strong>景林资产三季度大举建仓文远知行，持股数量高达268万股。</strong></p><p style=\"text-align: justify;\">作为中国自动驾驶领域的头部企业，文远知行正从技术研发向商业化落地加速转型，无论是Robotaxi运营还是自动驾驶货运，该公司都在抢占先发优势。景林选择重仓文远知行，或许是押注智能出行时代即将到来的产业拐点。</p><p style=\"text-align: justify;\">这一布局与清仓禾赛科技形成鲜明对比——从产业链上游的硬件供应商，转向拥有整体解决方案的平台型公司，显示出景林对自动驾驶产业链价值分布的深度思考。</p><h2 id=\"e446be8a\">消费板块加码</h2><p style=\"text-align: justify;\">景林资产在酒店与电商赛道加仓。</p><p style=\"text-align: justify;\">亚朵成为三季度第二大增持标的，新增持股超208万股，叠加华住的增持，景林正在系统性布局中国连锁酒店龙头。相关卖方研究指出，这类资产受益于商旅复苏与消费升级双重逻辑，长期运营壁垒较高。</p><p style=\"text-align: justify;\">景林在三季度同时增持了阿里巴巴与拼多多两大电商巨头。前者持续推进AI电商转型，后者则在跨境业务上高歌猛进。此配置或许正是其捕捉&#34;中国电商二次增长曲线&#34;的战略布局。</p><p style=\"text-align: justify;\">数据显示，阿里巴巴的股价今年已飙升94%，在股价翻倍后其动态市盈率仅为18.78倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/461758fef6ac09d8094154933432ff88\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。</p><h2 id=\"c3809011\">系统性撤离新能源</h2><p style=\"text-align: justify;\">今年三季度内，景林资产对其美股持仓进行了结构性调整，清仓了多只重要个股。</p><p style=\"text-align: justify;\">从最新披露的信息来看，被完全卖出的投资标的包括：大全新能源、携程、百济神州以及禾赛科技。</p><p style=\"text-align: justify;\">其中，在新能源领域，景林一举清仓硅料龙头大全新能源267万股。同时，携程的清仓也表明其在OTA板块的风险偏好可能正在发生变化，转而更青睐酒店集团的直营模式。</p><p style=\"text-align: justify;\">整体来看，这家对冲基金此轮操作展现出其在全球产业周期波动下，主动优化组合的策略意图。</p><p style=\"text-align: justify;\">景林对于部分昔日重仓股的&#34;割舍&#34;在其他美股的操作上也有体现，贝壳、富途、满帮等二季度重仓股均遭遇大幅减持，其中贝壳减持超96万股，富途减持超53万股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","00800":"文远知行-W","WRD":"文远知行","PDD":"拼多多"},"source_url":"https://wallstreetcn.com/articles/3759080","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582802413","content_text":"据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。布局海内外的景林资产交出美股最新成绩单。据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。具体来看，景林资产的投资版图发生重构，自动驾驶赛道异军突起，加仓消费与电商板块，但同时挥别新能源与券商股。大举建仓文远知行值得提示的是，景林资产是通过香港子公司进行美股投资的，上述持股不包含其中国其他内地主体及旗下产品的美股头寸。最引人注目的操作是，景林资产三季度大举建仓文远知行，持股数量高达268万股。作为中国自动驾驶领域的头部企业，文远知行正从技术研发向商业化落地加速转型，无论是Robotaxi运营还是自动驾驶货运，该公司都在抢占先发优势。景林选择重仓文远知行，或许是押注智能出行时代即将到来的产业拐点。这一布局与清仓禾赛科技形成鲜明对比——从产业链上游的硬件供应商，转向拥有整体解决方案的平台型公司，显示出景林对自动驾驶产业链价值分布的深度思考。消费板块加码景林资产在酒店与电商赛道加仓。亚朵成为三季度第二大增持标的，新增持股超208万股，叠加华住的增持，景林正在系统性布局中国连锁酒店龙头。相关卖方研究指出，这类资产受益于商旅复苏与消费升级双重逻辑，长期运营壁垒较高。景林在三季度同时增持了阿里巴巴与拼多多两大电商巨头。前者持续推进AI电商转型，后者则在跨境业务上高歌猛进。此配置或许正是其捕捉\"中国电商二次增长曲线\"的战略布局。数据显示，阿里巴巴的股价今年已飙升94%，在股价翻倍后其动态市盈率仅为18.78倍。分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。系统性撤离新能源今年三季度内，景林资产对其美股持仓进行了结构性调整，清仓了多只重要个股。从最新披露的信息来看，被完全卖出的投资标的包括：大全新能源、携程、百济神州以及禾赛科技。其中，在新能源领域，景林一举清仓硅料龙头大全新能源267万股。同时，携程的清仓也表明其在OTA板块的风险偏好可能正在发生变化，转而更青睐酒店集团的直营模式。整体来看，这家对冲基金此轮操作展现出其在全球产业周期波动下，主动优化组合的策略意图。景林对于部分昔日重仓股的\"割舍\"在其他美股的操作上也有体现，贝壳、富途、满帮等二季度重仓股均遭遇大幅减持，其中贝壳减持超96万股，富途减持超53万股。","news_type":1,"symbols_score_info":{"PDD":1.5,"00800":1.5,"BABA":1.5,"09988":0.6,"WRD":1.5}},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426914938085568,"gmtCreate":1745250848571,"gmtModify":1745250849886,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"今晚禾赛大涨 速腾明天会有映射","listText":"今晚禾赛大涨 速腾明天会有映射","text":"今晚禾赛大涨 速腾明天会有映射","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426914938085568","repostId":"2529803884","repostType":2,"repost":{"id":"2529803884","kind":"news","pubTimestamp":1745236464,"share":"https://www.laohu8.com/m/news/2529803884?lang=zh_CN&edition=full","pubTime":"2025-04-21 19:54","market":"hk","language":"zh","title":"汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2529803884","media":"国信证券股份有...","summary":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。","content":"<html><body><article><p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）<a href=\"https://laohu8.com/S/PONY\">小马智行</a>获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>与滴滴自动驾驶达成合作。</p><p>高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>驾驶芯片占比持续提升。2025年2 月，乘用车驾驶域控制器渗透率18.4%，其中地平线、英伟达、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD、华为芯片占比11.6%、42%、12.2%、11.8%，同比-5.1、+21.4、-13.7、-2.9pct，环比+1.5、+2.1、+1.8、-2.6pct。3）激光雷达市占率持续提升。2025 年2 月，乘用车标配激光雷达渗透率6.4%，同比+2.8pct，环比+0.2pct。参考盖世汽车，1-2 月激光雷达供应商市占率华为（33%）、禾赛科技（31.3%）、速腾聚创（27.5%）、图达通（8.1%）。</p><p>智能驾驶：标配L2 级以上功能的乘用车渗透率2 月同比+4.3pct。2025 年2月，乘用车行业L2 级以上渗透率为15.8%，同比+4.3pct，高速NOA、城区NOA 渗透率分别为15.6%、9.4%，同比分别+6、+2pct，环比分别+1、+1pct。1）传感器：渗透率角度，前视摄像头、前向毫米波雷达、激光雷达2 月的渗透率分别为64.2%、52.2%、6.2%，同比分别+3、-2、+3pct，环比分别-7、-6、+0pct。2）域控制器：2025 年2 月，乘用车自动驾驶域控制器渗透率为18.4%，同比+6.1pct，环比+0.3pct。</p><p>智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升，本土企业崛起。从渗透率看，10 寸以上中控屏、10 寸以上液晶仪表、HUD、智能座舱域控制器2 月渗透率分别为81.5%、47.4%、14.6%、31.3%、23.6%、44.6%，同比分别+1、-4、+1、+9pct，环比分别-3、-11、-2、-5pct。</p><p>智能网联：OTA、T-BOX 2 月渗透率分别72.5%、71.7%，同比分别+6、-12pct。</p><p>投资建议：整车推荐<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>。零部件推荐：数据获取，推荐<a href=\"https://laohu8.com/S/301488\">豪恩汽电</a>、速腾聚创、禾赛科技；数据传输，推荐<a href=\"https://laohu8.com/S/605333\">沪光股份</a>；数据处理，推荐<a href=\"https://laohu8.com/S/09660\">地平线机器人-W</a>、<a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>、<a href=\"https://laohu8.com/S/603786\">科博达</a>、<a href=\"https://laohu8.com/S/002906\">华阳集团</a>、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>；数据应用，推荐<a href=\"https://laohu8.com/S/601799\">星宇股份</a>、华阳集团、<a href=\"https://laohu8.com/S/603197\">保隆科技</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>。</p><p>风险提示：汽车智能驾驶渗透速度不及预期风险，销量不及预期风险。</p></article></body></html>","source":"tencent","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>汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD</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; 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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汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-21 19:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b><strong>国信证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","BK1119":"汽车制造商","BK1575":"同股不同权","BK1179":"电子设备和仪器","BK1587":"次新股","09868":"小鹏集团-W","BK1610":"ETF&股票定投概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","02498":"速腾聚创","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2529803884","content_text":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）英伟达驾驶芯片占比持续提升。2025年2 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16:31","market":"other","language":"zh","title":"盘前异动 | 滴滴、B站跌超8%！突发事件来袭波音股价重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1110162876","media":"老虎资讯综合","summary":"摘要：美股股指期货微跌，中概股盘前走低，滴滴、知乎、哔哩哔哩跌超8%；突发事件来袭，东方航空跌超13%，波音跌超7%。今日起全面涨价，小鹏汽跌超5%；被溢价30%收购，Anaplan盘前涨27%。3月","content":"<html><head></head><body><blockquote><b>摘要：美股股指期货微跌，中概股盘前走低，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%；突发事件来袭，<a href=\"https://laohu8.com/S/CEA\">东方航空</a>跌超13%，<a href=\"https://laohu8.com/S/BA\">波音</a>跌超7%。今日起全面涨价，小鹏汽跌超5%；被溢价30%收购，Anaplan盘前涨27%。</b></blockquote><p>3月21日，美股股指期货微跌，道指期货跌0.27%，纳指期货跌0.44%，标普500指数跌0.25%。</p><p><img src=\"https://static.tigerbbs.com/7f90907c9aa31ba011aacee058c352b4\" tg-width=\"828\" tg-height=\"233\" referrerpolicy=\"no-referrer\"/></p><p>中概股盘前走低，$百世集团(<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>)$跌超14%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超6%。</p><p></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超5%，小鹏今日起全面涨价，涨幅最高超3万。</p><p><a href=\"https://laohu8.com/S/CEA\">东方航空</a>跌超13%，<a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超7%。央视新闻报道，一架东航搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><a href=\"https://laohu8.com/S/OIIM\">凹凸科技</a>盘前涨超20% 公司收到非约束性私有化要约。</p><p>软件制造商Anaplan盘前涨27%，被溢价30%收购。软件制造商Anaplan表示，该公司已与软件投资公司Thoma Bravo达成最终协议，后者将以每股66美元的价格收购该公司，全现金交易价值约107亿美元。较该股上周五收盘价50.59美元高出30%。收购完成后，Anaplan现任首席执行官Frank Calderoni将继续领导该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 滴滴、B站跌超8%！突发事件来袭波音股价重挫</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; 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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\">2022-03-21 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股股指期货微跌，中概股盘前走低，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%；突发事件来袭，<a href=\"https://laohu8.com/S/CEA\">东方航空</a>跌超13%，<a href=\"https://laohu8.com/S/BA\">波音</a>跌超7%。今日起全面涨价，小鹏汽跌超5%；被溢价30%收购，Anaplan盘前涨27%。</b></blockquote><p>3月21日，美股股指期货微跌，道指期货跌0.27%，纳指期货跌0.44%，标普500指数跌0.25%。</p><p><img src=\"https://static.tigerbbs.com/7f90907c9aa31ba011aacee058c352b4\" tg-width=\"828\" tg-height=\"233\" referrerpolicy=\"no-referrer\"/></p><p>中概股盘前走低，$百世集团(<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>)$跌超14%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超6%。</p><p></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超5%，小鹏今日起全面涨价，涨幅最高超3万。</p><p><a href=\"https://laohu8.com/S/CEA\">东方航空</a>跌超13%，<a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超7%。央视新闻报道，一架东航搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><a href=\"https://laohu8.com/S/OIIM\">凹凸科技</a>盘前涨超20% 公司收到非约束性私有化要约。</p><p>软件制造商Anaplan盘前涨27%，被溢价30%收购。软件制造商Anaplan表示，该公司已与软件投资公司Thoma Bravo达成最终协议，后者将以每股66美元的价格收购该公司，全现金交易价值约107亿美元。较该股上周五收盘价50.59美元高出30%。收购完成后，Anaplan现任首席执行官Frank Calderoni将继续领导该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110162876","content_text":"摘要：美股股指期货微跌，中概股盘前走低，滴滴、知乎、哔哩哔哩跌超8%；突发事件来袭，东方航空跌超13%，波音跌超7%。今日起全面涨价，小鹏汽跌超5%；被溢价30%收购，Anaplan盘前涨27%。3月21日，美股股指期货微跌，道指期货跌0.27%，纳指期货跌0.44%，标普500指数跌0.25%。中概股盘前走低，$百世集团(BEST)$跌超14%，滴滴、知乎、哔哩哔哩跌超8%，贝壳、拼多多跌超7%，爱奇艺、腾讯音乐跌超6%。小鹏汽车盘前跌超5%，小鹏今日起全面涨价，涨幅最高超3万。东方航空跌超13%，波音盘前跌超7%。央视新闻报道，一架东航搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。凹凸科技盘前涨超20% 公司收到非约束性私有化要约。软件制造商Anaplan盘前涨27%，被溢价30%收购。软件制造商Anaplan表示，该公司已与软件投资公司Thoma Bravo达成最终协议，后者将以每股66美元的价格收购该公司，全现金交易价值约107亿美元。较该股上周五收盘价50.59美元高出30%。收购完成后，Anaplan现任首席执行官Frank 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href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>一夜回到解放前","text":"$秦淮数据(CD)$一夜回到解放前","images":[{"img":"https://static.tigerbbs.com/dc3356c540bd6208cb67c9d433ebb9c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833100933","isVote":1,"tweetType":1,"viewCount":5899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":143397216,"gmtCreate":1625759556535,"gmtModify":1625759556535,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"这也太惨了吧，数据概念被打懵了","listText":"这也太惨了吧，数据概念被打懵了","text":"这也太惨了吧，数据概念被打懵了","images":[{"img":"https://static.tigerbbs.com/a697f3d9d783c11fcd9be1fb55c075e8","width":"1080","height":"3093"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143397216","isVote":1,"tweetType":1,"viewCount":5869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":123094800,"gmtCreate":1624402775100,"gmtModify":1624402775100,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"加油吧，看好","listText":"加油吧，看好","text":"加油吧，看好","images":[{"img":"https://static.tigerbbs.com/4bb4ec3fb21f5eeecffcb22392ee91f8","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123094800","isVote":1,"tweetType":1,"viewCount":4392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":182245137,"gmtCreate":1623582871429,"gmtModify":1623582871429,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"实在是不好吃，但是有品牌啊，市场也认，银行送客户的都是牌子，量不少价格也实惠，不丢面，销路还是不错的","listText":"实在是不好吃，但是有品牌啊，市场也认，银行送客户的都是牌子，量不少价格也实惠，不丢面，销路还是不错的","text":"实在是不好吃，但是有品牌啊，市场也认，银行送客户的都是牌子，量不少价格也实惠，不丢面，销路还是不错的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182245137","repostId":"181487549","repostType":1,"isVote":1,"tweetType":1,"viewCount":4358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180482351,"gmtCreate":1623220033373,"gmtModify":1623220033373,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"要加油哦，量什么时候上","listText":"要加油哦，量什么时候上","text":"要加油哦，量什么时候上","images":[{"img":"https://static.tigerbbs.com/aa189b4b1132fb21ad7b41d0fff08d12","width":"1080","height":"2964"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180482351","isVote":1,"tweetType":1,"viewCount":4452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":114512509,"gmtCreate":1623079484401,"gmtModify":1623079484401,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"波动太大了，勇敢者的游戏","listText":"波动太大了，勇敢者的游戏","text":"波动太大了，勇敢者的游戏","images":[{"img":"https://static.tigerbbs.com/a0c1f606a73342ef6c8bb5f490d6f291","width":"1080","height":"3093"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114512509","isVote":1,"tweetType":1,"viewCount":4908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":118713892,"gmtCreate":1622761863916,"gmtModify":1622761863916,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"动荡有点大","listText":"动荡有点大","text":"动荡有点大","images":[{"img":"https://static.tigerbbs.com/a4626014b5f634db7cf5e5377598f53f","width":"1080","height":"3192"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118713892","isVote":1,"tweetType":1,"viewCount":4191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":195797069,"gmtCreate":1621313708951,"gmtModify":1621313708951,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"和高瓴异曲同工","listText":"和高瓴异曲同工","text":"和高瓴异曲同工","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195797069","repostId":"2135986509","repostType":2,"repost":{"id":"2135986509","kind":"news","pubTimestamp":1621082473,"share":"https://www.laohu8.com/m/news/2135986509?lang=zh_CN&edition=full","pubTime":"2021-05-15 20:41","market":"us","language":"zh","title":"“顶级大佬”最新持仓曝光！桥水建仓特斯拉抛黄金，景林大幅减持拼多多B站，索罗斯新进百度唯品会","url":"https://stock-news.laohu8.com/highlight/detail?id=2135986509","media":"华尔街见闻","summary":"随着13F报告的披露，顶级大佬们的最新持仓逐一曝光。桥水一季度新进特斯拉3.7万股，增持股份数前三位福特汽车、陆金所和可口可乐，两大银行富国和美银增持位居前十；减持前两位黄金ETF IAU和新兴市场ETF EEM，通用电气和新东方减持股份居前。而中通快递则遭到287万股的减持，最新持有仓位1070万股，为第四大重仓股。去年底景林的第十大重仓股b站则惨遭大幅减持，从超181万股的持股减持至最新的33.72万股。","content":"<html><body><article><p>随着13F报告的披露，顶级大佬们的最新持仓逐一曝光。</p><p>桥水一季度新进<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>3.7万股，增持股份数前三位<a href=\"https://laohu8.com/S/F\">福特汽车</a>、<a href=\"https://laohu8.com/S/LU\">陆金所</a>和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>，两大银行富国和美银增持位居前十；减持前两位黄金ETF IAU和新兴市场ETF EEM，<a href=\"https://laohu8.com/S/GE\">通用电气</a>和<a href=\"https://laohu8.com/S/EDU\">新东方</a>减持股份居前。</p><p>索罗斯基金一季度新增持股前五位有三只中概：<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>和<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>，建仓<a href=\"https://laohu8.com/S/BIDU\">百度</a>，清仓新兴市场ETF EEM。</p><p>在去年四季度刚翻倍增持<a href=\"https://laohu8.com/S/PDD\">拼多多</a>至第一重仓股的景林，在吃到拼多多的翻倍涨幅后，一季度果断过半减持。前十大重仓股中，还有<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、360digitech、<a href=\"https://laohu8.com/S/JD\">京东</a>等中概股。其中获得增持的有网易、360digitech和京东。</p><p>下面，让我们来具体看看他们的最新操作。</p><p><strong>01</strong></p><p><strong>桥水增持福特陆金所，</strong></p><p><strong>减持新东方、黄金</strong></p><p>本周五公布的13F报告显示，桥水基金一季度新进持有特斯拉3.706万股，市值2475万美元。</p><p>当季桥水增持股票数量的前三位个股分别是福特汽车（F）、陆金所（LU）、可口可乐（KO），当季分别较去年四季度增持160万股、151万股和141万股，增持第四和第五位的<a href=\"https://laohu8.com/S/WFC\">富国银行</a>（WFC）和<a href=\"https://laohu8.com/S/JCI\">江森自控</a>（JCI）分别被增持逾68万股和63万股。</p><p>紧随其后的是<a href=\"https://laohu8.com/S/PG\">宝洁</a>（PG）和<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>（WMT），其持仓分别增加逾52万和51万股，第八到第十位分别是<a href=\"https://laohu8.com/S/DD\">杜邦</a>（DD）、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（BAC）和安德玛（UAA），分别增持逾46万股、43万股和42万股。</p><p>以持仓股份的市值来看，宝洁的增长最多，一季度持仓市值较四季度增加超过6085万美元，第二到第四位<a href=\"https://laohu8.com/S/LOW\">劳氏</a>公司（LOW）、可口可乐和宝洁分别增逾5536万美元、5027万美元和4398万美元，其他个股持仓市值均增长不到4000万美元。</p><p>在减持方面，抛售股份数最多的是黄金ETF <a href=\"https://laohu8.com/S/EEME\">iShares</a> Gold Trust（IAU），当季减持664万股，其次是减持341万股的新兴市场ETF <a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> Emerging Markets <span>ETF</span> （EEM），减持均超过200万股的投资发达国家股市的ETF Vanguard Developed Markets Index Fund ETF（VEA）和新兴市场股市 ETF Vanguard Emerging Markets Stock Index Fund ETF（VWO）位居第三和第四。</p><p>新兴市场ETF <a href=\"https://laohu8.com/S/IEMG\">iShares Core MSCI Emerging Markets ETF</a>（IEMG）、投资欧亚澳和远东股市的两只ETF <a href=\"https://laohu8.com/S/EGRW\">iShares</a> MSCI EAFE ETF（EFA）和<a href=\"https://laohu8.com/S/IEFA\">iShares Core MSCI EAFE ETF</a>（IEFA）以及全球最大黄金ETF SPDR Gold Trust（GLD）均被减持超过100万股，第九和第十位通用电气（GE）和新东方（EDU）分别被减持将近90万和73万股，它们也是减持股份数最多的两只上市企业股。从市值看，GLD市值减少2.55亿美元降幅最大。</p><p>分板块看，在增持个股中，一季度占比最大的板块是必需消费品和非必需消费品，其次是金融，减持板块中，科技占比最多，其次是电信服务。</p><p><strong>02</strong></p><p><strong>索罗斯建仓百度唯品会，</strong></p><p><strong>增持腾讯音乐爱奇艺</strong></p><p>13F报告显示，索罗斯基金一季度建仓做多唯品会（VIPS）155万股，市值逾4640万美元。除了唯品会，索罗斯基金还新进建仓了百度将近35.4万股，市值近7697万美元。</p><p>按新增股份数看，唯品会当季排第三位，第一位是传媒巨头<a href=\"https://laohu8.com/S/VIA\">维亚康姆</a>（VIAC），当季被增持431万股，市值1.94亿美元，第二和第四位的腾讯音乐（TME）和爱奇艺（IQ）分别增持165万股和102万股，市值分别超过3383万和1694万美元。</p><p>房地产商霍顿（DHI）被增持逾70万股，市值1.37亿美元位居市值增幅第二，线上住房交易平台Opendoor Technologies（OPEN）被增持近70万股，市值逾1480万美元，其他个股增持均不超过50万股。</p><p>索罗斯基金一季度有五只清仓的个股也是当季减持股份的前五名。其中位居第一的Palantir（PLTR）被清仓1846万股，市值逾4.34亿美元，第二位的保险科技公司SelectQuote（SLQT）有556万股，市值1.15亿美元，第三和第五位分别是消费者网络安全公司NortonLifeLock（NLOK）和房地产投资信托AGNC Investment（AGNC），分别被清仓338万和137万股，市值分别超过7020万和2138万美元。减持股份第四位是新兴市场ETF <a href=\"https://laohu8.com/S/EMDI\">iShares</a> MSCI Emerging Markets ETF （EEM），其被清仓去年第四季度所持的251万股，市值将近1.3亿美元。</p><p>分板块看，索罗斯一季度增持占比最大的板块和桥水一样，前两位是必需消费品非必需消费品，金融位居第三，减持科技最多。</p><p><strong>03</strong></p><p><strong>景林大幅减持拼多多，第一重仓股退位</strong></p><p><strong>增持网易、360digitech和京东</strong></p><p>根据美国证监会披露的持仓数据显示，截至2021年一季末，景林资产在美股合计持有34家企业，持有市值为23.63亿美元（近人民币152亿元），相较于去年末的43.5亿美元持仓降幅也近50%。</p><p><a href=\"https://laohu8.com/S/CHN\">中国基金</a>报分析，本次披露的美股持仓数据有较大幅度下降，除了仓位减持，主要原因在于景林把不少持仓挪到港股来。</p><p>在去年四季度刚翻倍增持拼多多至第一重仓股的景林，在吃到拼多多的翻倍涨幅后，一季度果断过半减持。</p><p>一季报显示，景林资产在美股的重仓股中，一季度减持拼多多近378万股至261.8万股，季末持有市值3.5亿美元，拼多多也从景林资产的第一重仓股掉落至第二重仓股。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13529991013/0\"/><p>图片来源：中国基金报</p><p>景林资产第一季度美股前十大重仓股持仓近21亿美元，占整个每股仓位的近90%。</p><p>除了上述拼多多，景林前十大重仓股中，还有中通快递、网易、360digitech、京东等中概股。其中获得增持的有网易、360digitech和京东。</p><p>而中通快递则遭到287万股的减持，最新持有仓位1070万股，为第四大重仓股。</p><p>值得注意的是，前十大重仓股中，中通快递和京东均也在港股上市，不排除景林资产将仓位转移至港股的可能性。</p><p>去年底景林的第十大重仓股b站则惨遭大幅减持，从超181万股的持股减持至最新的33.72万股。</p><p><strong>星标华尔街见闻，好内容不错过</strong></p></article></body></html>","source":"tencent","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>“顶级大佬”最新持仓曝光！桥水建仓特斯拉抛黄金，景林大幅减持拼多多B站，索罗斯新进百度唯品会</title>\n<style 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}\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“顶级大佬”最新持仓曝光！桥水建仓特斯拉抛黄金，景林大幅减持拼多多B站，索罗斯新进百度唯品会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-15 20:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105152046557c0cfdb8&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着13F报告的披露，顶级大佬们的最新持仓逐一曝光。桥水一季度新进特斯拉3.7万股，增持股份数前三位福特汽车、陆金所和可口可乐，两大银行富国和美银增持位居前十；减持前两位黄金ETF IAU和新兴市场ETF EEM，通用电气和新东方减持股份居前。索罗斯基金一季度新增持股前五位有三只中概：唯品会、腾讯音乐和爱奇艺，建仓百度，清仓新兴市场ETF EEM。在去年四季度刚翻倍增持拼多多至第一重仓股的景林，在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105152046557c0cfdb8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","09626":"哔哩哔哩-W","GLD":"黄金ETF-SPDR","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数","IAU":"黄金信托ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","VIPS":"唯品会","TSLA":"特斯拉","GDX":"黄金矿业ETF-VanEck","PDD":"拼多多","BILI":"哔哩哔哩"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105152046557c0cfdb8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135986509","content_text":"随着13F报告的披露，顶级大佬们的最新持仓逐一曝光。桥水一季度新进特斯拉3.7万股，增持股份数前三位福特汽车、陆金所和可口可乐，两大银行富国和美银增持位居前十；减持前两位黄金ETF IAU和新兴市场ETF EEM，通用电气和新东方减持股份居前。索罗斯基金一季度新增持股前五位有三只中概：唯品会、腾讯音乐和爱奇艺，建仓百度，清仓新兴市场ETF EEM。在去年四季度刚翻倍增持拼多多至第一重仓股的景林，在吃到拼多多的翻倍涨幅后，一季度果断过半减持。前十大重仓股中，还有中通快递、网易、360digitech、京东等中概股。其中获得增持的有网易、360digitech和京东。下面，让我们来具体看看他们的最新操作。01桥水增持福特陆金所，减持新东方、黄金本周五公布的13F报告显示，桥水基金一季度新进持有特斯拉3.706万股，市值2475万美元。当季桥水增持股票数量的前三位个股分别是福特汽车（F）、陆金所（LU）、可口可乐（KO），当季分别较去年四季度增持160万股、151万股和141万股，增持第四和第五位的富国银行（WFC）和江森自控（JCI）分别被增持逾68万股和63万股。紧随其后的是宝洁（PG）和沃尔玛（WMT），其持仓分别增加逾52万和51万股，第八到第十位分别是杜邦（DD）、美国银行（BAC）和安德玛（UAA），分别增持逾46万股、43万股和42万股。以持仓股份的市值来看，宝洁的增长最多，一季度持仓市值较四季度增加超过6085万美元，第二到第四位劳氏公司（LOW）、可口可乐和宝洁分别增逾5536万美元、5027万美元和4398万美元，其他个股持仓市值均增长不到4000万美元。在减持方面，抛售股份数最多的是黄金ETF iShares Gold Trust（IAU），当季减持664万股，其次是减持341万股的新兴市场ETF iShares MSCI Emerging Markets ETF （EEM），减持均超过200万股的投资发达国家股市的ETF Vanguard Developed Markets Index Fund ETF（VEA）和新兴市场股市 ETF Vanguard Emerging Markets Stock Index Fund ETF（VWO）位居第三和第四。新兴市场ETF iShares Core MSCI Emerging Markets ETF（IEMG）、投资欧亚澳和远东股市的两只ETF iShares MSCI EAFE ETF（EFA）和iShares Core MSCI EAFE ETF（IEFA）以及全球最大黄金ETF SPDR Gold Trust（GLD）均被减持超过100万股，第九和第十位通用电气（GE）和新东方（EDU）分别被减持将近90万和73万股，它们也是减持股份数最多的两只上市企业股。从市值看，GLD市值减少2.55亿美元降幅最大。分板块看，在增持个股中，一季度占比最大的板块是必需消费品和非必需消费品，其次是金融，减持板块中，科技占比最多，其次是电信服务。02索罗斯建仓百度唯品会，增持腾讯音乐爱奇艺13F报告显示，索罗斯基金一季度建仓做多唯品会（VIPS）155万股，市值逾4640万美元。除了唯品会，索罗斯基金还新进建仓了百度将近35.4万股，市值近7697万美元。按新增股份数看，唯品会当季排第三位，第一位是传媒巨头维亚康姆（VIAC），当季被增持431万股，市值1.94亿美元，第二和第四位的腾讯音乐（TME）和爱奇艺（IQ）分别增持165万股和102万股，市值分别超过3383万和1694万美元。房地产商霍顿（DHI）被增持逾70万股，市值1.37亿美元位居市值增幅第二，线上住房交易平台Opendoor Technologies（OPEN）被增持近70万股，市值逾1480万美元，其他个股增持均不超过50万股。索罗斯基金一季度有五只清仓的个股也是当季减持股份的前五名。其中位居第一的Palantir（PLTR）被清仓1846万股，市值逾4.34亿美元，第二位的保险科技公司SelectQuote（SLQT）有556万股，市值1.15亿美元，第三和第五位分别是消费者网络安全公司NortonLifeLock（NLOK）和房地产投资信托AGNC Investment（AGNC），分别被清仓338万和137万股，市值分别超过7020万和2138万美元。减持股份第四位是新兴市场ETF iShares MSCI Emerging Markets ETF （EEM），其被清仓去年第四季度所持的251万股，市值将近1.3亿美元。分板块看，索罗斯一季度增持占比最大的板块和桥水一样，前两位是必需消费品非必需消费品，金融位居第三，减持科技最多。03景林大幅减持拼多多，第一重仓股退位增持网易、360digitech和京东根据美国证监会披露的持仓数据显示，截至2021年一季末，景林资产在美股合计持有34家企业，持有市值为23.63亿美元（近人民币152亿元），相较于去年末的43.5亿美元持仓降幅也近50%。中国基金报分析，本次披露的美股持仓数据有较大幅度下降，除了仓位减持，主要原因在于景林把不少持仓挪到港股来。在去年四季度刚翻倍增持拼多多至第一重仓股的景林，在吃到拼多多的翻倍涨幅后，一季度果断过半减持。一季报显示，景林资产在美股的重仓股中，一季度减持拼多多近378万股至261.8万股，季末持有市值3.5亿美元，拼多多也从景林资产的第一重仓股掉落至第二重仓股。图片来源：中国基金报景林资产第一季度美股前十大重仓股持仓近21亿美元，占整个每股仓位的近90%。除了上述拼多多，景林前十大重仓股中，还有中通快递、网易、360digitech、京东等中概股。其中获得增持的有网易、360digitech和京东。而中通快递则遭到287万股的减持，最新持有仓位1070万股，为第四大重仓股。值得注意的是，前十大重仓股中，中通快递和京东均也在港股上市，不排除景林资产将仓位转移至港股的可能性。去年底景林的第十大重仓股b站则惨遭大幅减持，从超181万股的持股减持至最新的33.72万股。星标华尔街见闻，好内容不错过","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"09626":1,"NUGT":0.6,"GDX":0.6,"PDD":1,"GCmain":1,"DUST":0.6,"SGUmain":0.6,"IAU":0.6,"GLD":0.6,"MGCmain":1,"VIPS":1,"BIDU":1,"SGCmain":0.6,"QNETCN":0.6,"BILI":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":5961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346962745,"gmtCreate":1617981070687,"gmtModify":1617981070687,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"值得关注，考验耐心","listText":"值得关注，考验耐心","text":"值得关注，考验耐心","images":[{"img":"https://static.tigerbbs.com/751fdf894863de6741c9d3b07fe655fb","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346962745","isVote":1,"tweetType":1,"viewCount":3801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341807522,"gmtCreate":1617800288766,"gmtModify":1617800288766,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"不涨是有原因的","listText":"不涨是有原因的","text":"不涨是有原因的","images":[{"img":"https://static.tigerbbs.com/51e14cb9b9a0c40a8e27c2df7500d846","width":"1080","height":"2159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341807522","isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":349785551,"gmtCreate":1617638910873,"gmtModify":1617638910873,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"怎么坐个高铁就能跌这么多啊，太无常了","listText":"怎么坐个高铁就能跌这么多啊，太无常了","text":"怎么坐个高铁就能跌这么多啊，太无常了","images":[{"img":"https://static.tigerbbs.com/63450883b8696d6d099f8e47d41819b9","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349785551","isVote":1,"tweetType":1,"viewCount":2570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350678545,"gmtCreate":1616206261587,"gmtModify":1616206261587,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"<a 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22:49","market":"hk","language":"zh","title":"双十二业绩出色，小米集团ADR涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167239056","media":"老虎资讯综合","summary":"周一，在美上市的小米集团ADR涨超7%。今日$小米集团(01810)$港股涨5.99%。\n\n\n\n因“双十二”业绩出色，中银国际称小米明年手机销售前景乐观。","content":"<p>周一，在美上市的小米集团ADR涨超7%。今日<a href=\"https://laohu8.com/S/01810\">小米集团</a>港股涨5.99%。</p><p><img src=\"https://static.tigerbbs.com/25166923147984ee52d7cc6327045a78\" tg-width=\"840\" tg-height=\"470\"></p><p>因“双十二”业绩出色，中银国际称小米明年手机销售前景乐观。</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>双十二业绩出色，小米集团ADR涨超7%</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双十二业绩出色，小米集团ADR涨超7%\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\">2020-12-14 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一，在美上市的小米集团ADR涨超7%。今日<a href=\"https://laohu8.com/S/01810\">小米集团</a>港股涨5.99%。</p><p><img src=\"https://static.tigerbbs.com/25166923147984ee52d7cc6327045a78\" tg-width=\"840\" tg-height=\"470\"></p><p>因“双十二”业绩出色，中银国际称小米明年手机销售前景乐观。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167239056","content_text":"周一，在美上市的小米集团ADR涨超7%。今日小米集团港股涨5.99%。因“双十二”业绩出色，中银国际称小米明年手机销售前景乐观。","news_type":1,"symbols_score_info":{"01810":0.9,"MIUmain":0.9,"XIACY":0.9}},"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399877175,"gmtCreate":1606113320197,"gmtModify":1703840898904,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>涨势如虹，财报必须奥利给","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>涨势如虹，财报必须奥利给","text":"$小米集团-W(01810)$涨势如虹，财报必须奥利给","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399877175","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833100933,"gmtCreate":1629208553722,"gmtModify":1629208553722,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>一夜回到解放前","listText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>一夜回到解放前","text":"$秦淮数据(CD)$一夜回到解放前","images":[{"img":"https://static.tigerbbs.com/dc3356c540bd6208cb67c9d433ebb9c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833100933","isVote":1,"tweetType":1,"viewCount":5899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307014019,"gmtCreate":1605317307831,"gmtModify":1703837506613,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"评论总是最精彩的","listText":"评论总是最精彩的","text":"评论总是最精彩的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307014019","repostId":"1157792552","repostType":4,"repost":{"id":"1157792552","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":1605279014,"share":"https://www.laohu8.com/m/news/1157792552?lang=zh_CN&edition=full","pubTime":"2020-11-13 22:50","market":"us","language":"zh","title":"大空头香橼突然发声：蔚来目标价应为25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157792552","media":"老虎资讯综合","summary":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，$理想汽车(LI)$涨13%，此前一度涨近30%，$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。\n\n\n\n\n\n此前，做空机构香橼资本发表推文，称$蔚来(NIO)$汽车目标价应为25美元。\n\n香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","content":"<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></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>大空头香橼突然发声：蔚来目标价应为25美元</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，理想汽车涨13%，此前一度涨近30%，小鹏汽车、蔚来现涨逾4%。此前，做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309761513,"gmtCreate":1602777258432,"gmtModify":1703827948470,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"<a 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23:50","market":"us","language":"zh","title":"特朗普批准修订后的经济刺激方案，道指直线拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1138295124","media":"老虎资讯综合","summary":"10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案。特朗普的一揽子支持计划包括对小企业的资","content":"<p>10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。<b>特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案</b>。</p><p>特朗普的一揽子支持计划包括对小企业的资助、扩大薪酬保障计划（PPP）、直接发放支票和为航空公司提供援助。 </p><p>消息公布后，道指盘中直线走高，截至发稿涨幅扩大至200点。</p><p><img src=\"https://static.tigerbbs.com/dec6eae838710ec71300783c07e26dd2\" tg-width=\"840\" tg-height=\"470\"></p><p>同时，航空股冲高，<a href=\"https://laohu8.com/S/GOL\">勒莫国航</a>涨超7%，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>集团、<a href=\"https://laohu8.com/S/LUV\">西南航空</a>、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨超1%。</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>特朗普批准修订后的经济刺激方案，道指直线拉升</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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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\">2020-10-09 23:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。<b>特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案</b>。</p><p>特朗普的一揽子支持计划包括对小企业的资助、扩大薪酬保障计划（PPP）、直接发放支票和为航空公司提供援助。 </p><p>消息公布后，道指盘中直线走高，截至发稿涨幅扩大至200点。</p><p><img src=\"https://static.tigerbbs.com/dec6eae838710ec71300783c07e26dd2\" tg-width=\"840\" tg-height=\"470\"></p><p>同时，航空股冲高，<a href=\"https://laohu8.com/S/GOL\">勒莫国航</a>涨超7%，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>集团、<a href=\"https://laohu8.com/S/LUV\">西南航空</a>、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨超1%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae2ff4f0dbefc0001a653cf1719d84fa","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138295124","content_text":"10月9日消息，美国国家经济顾问库德洛透露：美国总统特朗普已与白宫幕僚长梅多斯、财长努钦进行了会面。特朗普希望就刺激方案达成协议，已经批准了修订后的经济刺激方案。特朗普的一揽子支持计划包括对小企业的资助、扩大薪酬保障计划（PPP）、直接发放支票和为航空公司提供援助。 消息公布后，道指盘中直线走高，截至发稿涨幅扩大至200点。同时，航空股冲高，勒莫国航涨超7%，美国航空集团、西南航空、达美航空涨超1%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393860287,"gmtCreate":1606280698649,"gmtModify":1703842234772,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"最需要学习的就是我们自己，最需要改变的正是我们自己","listText":"最需要学习的就是我们自己，最需要改变的正是我们自己","text":"最需要学习的就是我们自己，最需要改变的正是我们自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393860287","repostId":"1158289629","repostType":4,"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}