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有个股民
那个无所事事的年轻人
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有个股民
2021-12-14
$Grab Holdings(GRAB)$
真是要爆粗口,当初估值定价是怎么定的?还是空头在猛砸它呢?
有个股民
2021-12-14
结果还是跌成翔
小米集团:今日以4917万港元回购265万股股票
有个股民
2021-12-13
$Grab Holdings(GRAB)$
怎么可以这样**?
有个股民
2021-12-07
$小米集团-W(01810)$
WHY? 有这么割韭菜的吗?
有个股民
2021-12-06
$阿里巴巴(BABA)$
天天盘前涨开盘跌,有啥意思?
有个股民
2021-12-01
$阿里巴巴(BABA)$
盘前长势喜人,开盘就跌,玩呢?
有个股民
2021-12-01
$Moderna, Inc.(MRNA)$
给我一个不跌回原形的理由,基本面没有任何变化,凭啥两周涨50%?
有个股民
2021-11-24
$新东方(EDU)$
港股都上天了,怎么美股在这里一天天下午虎躯一震就没了?
有个股民
2021-11-22
$容联云(RAAS)$
人世间最悲催的中概股就是RAAS和今年的教育股了,杀人不眨眼。三十多美金跌到1/10
有个股民
2021-11-19
$Moderna, Inc.(MRNA)$
从数据角度能不能给我一个理由它凭啥涨?
有个股民
2021-11-18
$小米集团-W(01810)$
又是什么鬼?雷布斯你能不能争口气?
有个股民
2021-10-19
$Lemonade, Inc.(LMND)$
跌到啥时候?有完没完?
有个股民
2021-05-24
$Lemonade, Inc.(LMND)$
相信柠檬
有个股民
2021-03-31
$老虎证券(TIGR)$
耐心等到了🐯回归
有个股民
2021-03-31
$Lemonade, Inc.(LMND)$
To be Continue!
有个股民
2021-03-30
$SOS Limited(SOS)$
盘前怎么回事?
有个股民
2021-03-29
$老虎证券(TIGR)$
盘前和开盘都大涨,开盘后就开始跌。对不起老虎的业绩和潜力嘛!雄起!
有个股民
2021-03-27
$老虎证券(TIGR)$
老虎庄家玩游戏呢?
有个股民
2021-03-26
$老虎证券(TIGR)$
就想问问盘前老是卖不出去,这种情况怎么解释?有没有虎友有类似的情况?
有个股民
2021-03-10
$通用电气(GE)$
历史上都没有几天一口气跌到-7%的,飞机租赁业务合并这事看衰成这样子??
去老虎APP查看更多动态
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19:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月14日,小米集团港交所公告:于12月14日回购265万股,回购价格为18.4港元-18.64港元之间,耗资4917.075万港元。<img src=\"https://static.tigerbbs.com/bbbade1a72b6eb69f6a18bd8a435cb5b\" tg-width=\"1583\" tg-height=\"473\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/54544d5645b0b362cbb9eb6415e6e224\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113385799","content_text":"12月14日,小米集团港交所公告:于12月14日回购265万股,回购价格为18.4港元-18.64港元之间,耗资4917.075万港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604268879,"gmtCreate":1639404280038,"gmtModify":1639404452094,"author":{"id":"3562992215560334","authorId":"3562992215560334","name":"有个股民","avatar":"https://static.tigerbbs.com/c7587c83fc5c21a0c38d534089d38424","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562992215560334","authorIdStr":"3562992215560334"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab 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Limited(SOS)$盘前怎么回事?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/355749244","isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577529036230436","authorId":"3577529036230436","name":"一颗野生韭菜","avatar":"https://static.tigerbbs.com/cc74c8ea175c7946649f501939ed9364","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577529036230436","authorIdStr":"3577529036230436"},"content":"刚出新闻,认购股权。。。 5美元","text":"刚出新闻,认购股权。。。 5美元","html":"刚出新闻,认购股权。。。 5美元"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607112696,"gmtCreate":1639496747333,"gmtModify":1639496747333,"author":{"id":"3562992215560334","authorId":"3562992215560334","name":"有个股民","avatar":"https://static.tigerbbs.com/c7587c83fc5c21a0c38d534089d38424","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562992215560334","authorIdStr":"3562992215560334"},"themes":[],"htmlText":"<a 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","listText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>To be Continue! ","text":"$Lemonade, Inc.(LMND)$To be Continue!","images":[{"img":"https://static.tigerbbs.com/3704989c4e2f357a9716977e8582bdfb","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354496524","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":360082060,"gmtCreate":1613795997750,"gmtModify":1634552180873,"author":{"id":"3562992215560334","authorId":"3562992215560334","name":"有个股民","avatar":"https://static.tigerbbs.com/c7587c83fc5c21a0c38d534089d38424","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562992215560334","authorIdStr":"3562992215560334"},"themes":[],"htmlText":"评论区里唱衰的可以专业一点吗?不懂的就说这东西是假的。真像楼上一哥们说的,做自己的聪明人 and,Stay Poor!","listText":"评论区里唱衰的可以专业一点吗?不懂的就说这东西是假的。真像楼上一哥们说的,做自己的聪明人 and,Stay Poor!","text":"评论区里唱衰的可以专业一点吗?不懂的就说这东西是假的。真像楼上一哥们说的,做自己的聪明人 and,Stay Poor!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360082060","repostId":"2112897171","repostType":4,"repost":{"id":"2112897171","kind":"highlight","weMediaInfo":{"introduction":"秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌,包括微信公众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域,关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。","home_visible":1,"media_name":"秦朔朋友圈","id":"60","head_image":"https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e"},"pubTimestamp":1613787793,"share":"https://ttm.financial/m/news/2112897171?lang=&edition=full","pubTime":"2021-02-20 10:23","market":"fut","language":"zh","title":"深度思考:比特币的价值逻辑到底是什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2112897171","media":"秦朔朋友圈","summary":"当年,我在写书的过程中,一度苦苦思索:“比特币是否具有真正的投资价值,它的边界在何处?”当然,需要指出的是,理解了比特币的价值逻辑,和勇于投入比特币还是两回事。这个问题,其实已经在上述的书里有相当清晰的阐述,出于对原书负责人的尊重以及版权关系,我在这里不便展开,但是可以在本文简要探讨一下,自2020年以来的比特币价值发展逻辑到底是什么。新增市值的翻倍,意味着比特币的未来价格可能也得相应调整。","content":"<p>中国农历除夕之后,比特币单价连续突破历史新高。截至北京时间2月18日7时,比特币对美元的价格在过去24小时内上涨近6%,盘中触及52621.84美元,再创历史新高。</p>\n<p>对于这个价格,笔者心里已经波澜不惊。</p>\n<p>但是身边仍然有很多朋友不断地在问,为什么比特币能涨这么多,它的价值到底在哪里?这个问题,在我于2019年和朋友受香港和内地两地的区块链及虚拟资产研究机构的邀请,撰写一本关于加密货币与虚拟资产管理的书时,也曾经思考很久。</p>\n<p>当年,我在写书的过程中,一度苦苦思索:<b>“比特币是否具有真正的投资价值,它的边界在何处?”</b></p>\n<p>为此,我重新翻阅了大学和研究生时代的货币银行学课本,跟自己的金融学博导进行了多次深入的对话(他对于加密货币研究也有浓厚的兴趣),并且和正在第一线从事区块链和虚拟资产研究的专家进行了多次深入的对话,我终为比特币这种加密货币找到了符合传统价值认定方式的资产估值方式。</p>\n<p>现在,这本书终于完成了,书名是《重新定义金融:加密货币与数字资产》(西南财经大学出版社),我自认为,这本书可能也是迄今为止市面上关于虚拟资产管理的非常深入、全面的书。</p>\n<p>当然,需要指出的是,理解了比特币的价值逻辑,和勇于投入比特币还是两回事。最好的就是自己的例子:就在我刚开始写书的时候,比特币是约7200美元一枚,到2020年10月全书收官发行时,比特币已经稳稳地站上了12000美元。即便这样,说实话,我也没想到比特币会涨至现在的超过5万美元,不然可能早已金盆洗手了。</p>\n<p>鉴于很多人都有我早期的困惑,即比特币的价值在哪里,我觉得有必要写一点东西。这个问题,其实已经在上述的书里有相当清晰的阐述,出于对原书负责人的尊重以及版权关系,我在这里不便展开,但是可以在本文简要探讨一下,自2020年以来的比特币价值发展逻辑到底是什么。</p>\n<p><img src=\"https://static.tigerbbs.com/add1b0da5c3d48f88e8f6f44c3bca01e\" tg-width=\"800\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p><b>01</b></p>\n<p><b>比特币支付价值被进一步挖掘</b></p>\n<p>在写书过程中,我和著作者一起研究了比特币的运作逻辑和价值演变的逻辑,最后大家认为,数字货币对传统金融的很多领域,都具有颠覆性的替代作用。</p>\n<p>举例来说,比特币在支付方式和价值储藏方面的功能正越来越被现阶段的机构投资者认可,而随着它被机构投资人和传统金融机构进一步接受,其价值尺度的功能也可能会进一步得到支持。</p>\n<p>说到机构的支持,这里就不得不提及2020年发生的几件事。</p>\n<p><b>首先是传统金融机构的配合。</b>2020年对于比特币来说最具意义的一个变化是,在2020年10月初,全球知名在线支付系统<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>发布公告称,它将允许用户在其平台上购买、持有和出售包括比特币在内的多种加密货币。除了交易比特币,PayPal还提出,将允许使用比特币等加密货币进行购物——<b>这直接赋予比特币与普通法币一样的支付功能,这是加密货币的一个重要里程碑事件。</b></p>\n<p><b>尽管可以实际应用比特币的商业应用场景非常有限,但PayPal的做法相当于已经为比特币打开了一道迈向传统商业交易的大门。</b>根据PayPal的公告,它将允许2600万家PayPal合作商店在2021年开始接受PayPal以加密货币付款,这些加密货币包括比特币、以太坊、比特币现金和莱特币。PayPal计划将该应用逐步向全球其他市场推广。</p>\n<p>如果PayPal计划成功推行,则比特币将作为支付工具,从江湖走向殿堂。根据PayPal的计划,用户仍然需要将账户中的加密货币先兑换成法币才能购物,但PayPal提供了转换平台功能,将令比特币的流通更为顺畅。市场预期,这会给比特币带来数千亿美元的新增需求,而当时比特币只有约3000亿美元左右的市值。新增市值的翻倍,意味着比特币的未来价格可能也得相应调整。</p>\n<p><img src=\"https://static.tigerbbs.com/ba85712814a6462189741fc429248f58\" tg-width=\"865\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"></p>\n<p><b>02</b></p>\n<p><b>机构投资者加速配置</b></p>\n<p><b>其次是机构投资者的积极持仓,使得比特币和相关的数字货币已经正式成为一个独立的资产类别。</b>如果说PayPal的一纸公告只是给比特币勾画了一个基本面变化的版图,那么美国大型基金的参与,则直接驱升了比特币市场里的流动性。</p>\n<p><b>其中最有名的是灰度信托基金。</b>灰度是世界上最大的数字货币资产管理公司,公司英文名称是Greyscale Investments(简称Greyscale),Grayscale由Digital Currency Group于2013年发起,目标是成为“数字货币投资方面值得信赖的权威机构”。</p>\n<p>公开资料显示,该公司自2013年开始公开在市场上收集比特币。其中,2013年9月25日成立的灰度比特币信托(GBTC)是灰度旗下规模最大的加密数字资产信托产品。</p>\n<p>GBTC的运作类似于ETF(交易所交易基金),但它不像ETF那样有赎回机制(即投资者可以要求用每一份额的ETF兑换对应的底层资产),在二级市场的出手也有12个月的锁定期,而且GBTC的一级市场申购只面向合格投资者(个人净资产需要在100万美元以上或是连续两年年收入超过20万美元),申购门槛投资额至少在5万美元以上。</p>\n<p>截至2020年12月,GBTC的总持仓量不到半年的时间增长了58.3%至近57万枚比特币,这表明在2020年下半年,大量的机构资金开始涌入比特币。进入2021年,GBTC的买货步伐还在加速,从1月初至2月中旬本文截稿,GBTC持有的比特币又增加了近8万枚至65万枚比特币。</p>\n<p>由于产品设计的问题,灰度像个只吃不吐的貔貅,持续不断地买入比特币,并且只能默默地买入并持有,此举已经给机构投资者带来了一定的示范效应。</p>\n<p>除了灰度,还有其他的机构不断涌入这个市场,包括专门为机构投资者服务的Galax Digital。该机构的创始人、CEO兼董事长Michael Novogratz是传统<a href=\"https://laohu8.com/S/JRJC\">金融界</a>的精英人物,曾任Fortress Investment Group LLC的合伙人兼总裁,在FIG之前曾任<a href=\"https://laohu8.com/S/GS\">高盛</a>合伙人,并在纽约联邦储备银行投资顾问委员会任职3年。Galax Digital专门为机构投资者买入加密货币,因此它的积极入场,也被解读为是机构加速入市的信号。</p>\n<p>此外,2020年10月8日,移动支付巨头Square也宣布投资5000万美元的比特币。2020年10月13日,管理规模超过100亿美元的Stone Ridge Holdings宣布,该公司购入1万多枚比特币,价值约1.14亿美元,以作为其资产储备策略的一部分。</p>\n<p>随着PayPal和灰度的市场效应不断扩大,越来越多的机构投资者增加了对加密货币的需求。最新的案例是2021年2月8日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>宣布,预计将会开始接受比特币作为支付形式,根据新政策,特斯拉总共投资了15亿美元比特币。特斯拉创办人马斯克甚至把头像换成了比特币。此消息一出,比特币短线迅速被拉升突破4万美元关口,日内涨幅高达11%,报43172美元,并创下历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/f0fb4452872548c7983d8860f3e9edb5\" tg-width=\"865\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"></p>\n<p><b>03</b></p>\n<p><b>监管态度明确令不确定性降低</b></p>\n<p><b>第三个驱动力是2020年全球监管态度的明确,这使得投资者对于比特币的后期发展的不确定性大大降低。</b>基本上,2020年全球范围内的监管机构对比特币都出台了相应的措施或政策,对比特币和虚拟资产交易开始持更正面的态度,例如决定采用规范化的监管手段,而非一味拒绝或忽略其发展。</p>\n<p>对于比特币和其他加密货币的监管,是另一个独立的话题。笔者这里仅介绍一下大概背景。</p>\n<p>联合国反洗钱金融行动特别工作组(FATF)在2015年便提出针对虚拟资产进行规管。2019年2月,FATF要求成员国把反洗钱和反恐融资(AML/CTF)延伸至虚拟资产领域,并提出两个主要选项:</p>\n<p><b>(1)要么全面取消虚拟资产交易;</b></p>\n<p><b>(2)要么把虚拟资产纳入发牌监管。</b></p>\n<p>从目前美国、新加坡及中国香港的发展来看,各国政府应该是更倾向于把虚拟资产纳入合法发牌监管范畴,而不是一味拒绝。</p>\n<p>在新加坡,2020年12月10日,星展银行宣布推出“星展数字交易平台”(DBS Digital Exchange),内容包含数字资产的货币化(tokenisation)、交易和保管。通过这个平台,DBS利用区块链技术,提供包括加密货币等数字资产的货币化和次级市场交易,包括证券型代币发行、数字货币交易和数字保管服务。</p>\n<p>DBS宣布,将会为4种货币(新加坡币、美元、港币、日圆)和4种最成熟的加密货币(比特币、以太币、比特币现金、瑞波币)提供相互兑换服务。而上述服务均已获得新加坡金融管理局原则性核准。</p>\n<p>相比新加坡,香港的步伐慢了一些,但形势也在积极发展。同样也是在2020年,作为FATF的一员,中国香港特区明确提出,将虚拟资产纳入监管,并且在2020年11月3日推出一项<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>咨询,就虚拟资产交易所是否需要持牌,向社会各界公开咨询意见。</p>\n<p>而在此前一年,香港证监会(SFC)其实已在2019年11月就虚拟资产交易活动发表《立场书》,容许虚拟资产交易平台自愿申请牌照,但此做法只适用于证券型虚拟资产交易服务的平台,非证券型虚拟资产交易服务的平台并不受此制度监管。</p>\n<p>因此,香港2020年开始的公共咨询,笔者认为是香港监管层表现出更明确的态度,即要把加密货币这类虚拟资产纳入合法的交易程序,而不是拒之门外。</p>\n<p>从长远来看,全球政府目前似乎也没有联手打压比特币的计划。截至2月18日,比特币市值逼近1万亿美元,尚未超过黄金市场(约10万亿美元),更是没法和传统的债券及股票市场相比。根据中金的一份报告,仅美国整体债券市场的存量规模已经超过50万亿美元。</p>\n<p>但考虑到比特币的理论数量有限,以及传统法币由于量宽而不断贬值,以及比特币特有的挖矿机制,谁也不敢说未来比特币的市值是否会超过其他各类的资产,届时比特币会被个别央行用于当作黄金的替代品,抑或是被各国联手扼杀,只有走一步看一步了。</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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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深度思考:比特币的价值逻辑到底是什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/60\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">秦朔朋友圈 </p>\n<p class=\"h-time\">2021-02-20 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中国农历除夕之后,比特币单价连续突破历史新高。截至北京时间2月18日7时,比特币对美元的价格在过去24小时内上涨近6%,盘中触及52621.84美元,再创历史新高。</p>\n<p>对于这个价格,笔者心里已经波澜不惊。</p>\n<p>但是身边仍然有很多朋友不断地在问,为什么比特币能涨这么多,它的价值到底在哪里?这个问题,在我于2019年和朋友受香港和内地两地的区块链及虚拟资产研究机构的邀请,撰写一本关于加密货币与虚拟资产管理的书时,也曾经思考很久。</p>\n<p>当年,我在写书的过程中,一度苦苦思索:<b>“比特币是否具有真正的投资价值,它的边界在何处?”</b></p>\n<p>为此,我重新翻阅了大学和研究生时代的货币银行学课本,跟自己的金融学博导进行了多次深入的对话(他对于加密货币研究也有浓厚的兴趣),并且和正在第一线从事区块链和虚拟资产研究的专家进行了多次深入的对话,我终为比特币这种加密货币找到了符合传统价值认定方式的资产估值方式。</p>\n<p>现在,这本书终于完成了,书名是《重新定义金融:加密货币与数字资产》(西南财经大学出版社),我自认为,这本书可能也是迄今为止市面上关于虚拟资产管理的非常深入、全面的书。</p>\n<p>当然,需要指出的是,理解了比特币的价值逻辑,和勇于投入比特币还是两回事。最好的就是自己的例子:就在我刚开始写书的时候,比特币是约7200美元一枚,到2020年10月全书收官发行时,比特币已经稳稳地站上了12000美元。即便这样,说实话,我也没想到比特币会涨至现在的超过5万美元,不然可能早已金盆洗手了。</p>\n<p>鉴于很多人都有我早期的困惑,即比特币的价值在哪里,我觉得有必要写一点东西。这个问题,其实已经在上述的书里有相当清晰的阐述,出于对原书负责人的尊重以及版权关系,我在这里不便展开,但是可以在本文简要探讨一下,自2020年以来的比特币价值发展逻辑到底是什么。</p>\n<p><img src=\"https://static.tigerbbs.com/add1b0da5c3d48f88e8f6f44c3bca01e\" tg-width=\"800\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p><b>01</b></p>\n<p><b>比特币支付价值被进一步挖掘</b></p>\n<p>在写书过程中,我和著作者一起研究了比特币的运作逻辑和价值演变的逻辑,最后大家认为,数字货币对传统金融的很多领域,都具有颠覆性的替代作用。</p>\n<p>举例来说,比特币在支付方式和价值储藏方面的功能正越来越被现阶段的机构投资者认可,而随着它被机构投资人和传统金融机构进一步接受,其价值尺度的功能也可能会进一步得到支持。</p>\n<p>说到机构的支持,这里就不得不提及2020年发生的几件事。</p>\n<p><b>首先是传统金融机构的配合。</b>2020年对于比特币来说最具意义的一个变化是,在2020年10月初,全球知名在线支付系统<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>发布公告称,它将允许用户在其平台上购买、持有和出售包括比特币在内的多种加密货币。除了交易比特币,PayPal还提出,将允许使用比特币等加密货币进行购物——<b>这直接赋予比特币与普通法币一样的支付功能,这是加密货币的一个重要里程碑事件。</b></p>\n<p><b>尽管可以实际应用比特币的商业应用场景非常有限,但PayPal的做法相当于已经为比特币打开了一道迈向传统商业交易的大门。</b>根据PayPal的公告,它将允许2600万家PayPal合作商店在2021年开始接受PayPal以加密货币付款,这些加密货币包括比特币、以太坊、比特币现金和莱特币。PayPal计划将该应用逐步向全球其他市场推广。</p>\n<p>如果PayPal计划成功推行,则比特币将作为支付工具,从江湖走向殿堂。根据PayPal的计划,用户仍然需要将账户中的加密货币先兑换成法币才能购物,但PayPal提供了转换平台功能,将令比特币的流通更为顺畅。市场预期,这会给比特币带来数千亿美元的新增需求,而当时比特币只有约3000亿美元左右的市值。新增市值的翻倍,意味着比特币的未来价格可能也得相应调整。</p>\n<p><img src=\"https://static.tigerbbs.com/ba85712814a6462189741fc429248f58\" tg-width=\"865\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"></p>\n<p><b>02</b></p>\n<p><b>机构投资者加速配置</b></p>\n<p><b>其次是机构投资者的积极持仓,使得比特币和相关的数字货币已经正式成为一个独立的资产类别。</b>如果说PayPal的一纸公告只是给比特币勾画了一个基本面变化的版图,那么美国大型基金的参与,则直接驱升了比特币市场里的流动性。</p>\n<p><b>其中最有名的是灰度信托基金。</b>灰度是世界上最大的数字货币资产管理公司,公司英文名称是Greyscale Investments(简称Greyscale),Grayscale由Digital Currency Group于2013年发起,目标是成为“数字货币投资方面值得信赖的权威机构”。</p>\n<p>公开资料显示,该公司自2013年开始公开在市场上收集比特币。其中,2013年9月25日成立的灰度比特币信托(GBTC)是灰度旗下规模最大的加密数字资产信托产品。</p>\n<p>GBTC的运作类似于ETF(交易所交易基金),但它不像ETF那样有赎回机制(即投资者可以要求用每一份额的ETF兑换对应的底层资产),在二级市场的出手也有12个月的锁定期,而且GBTC的一级市场申购只面向合格投资者(个人净资产需要在100万美元以上或是连续两年年收入超过20万美元),申购门槛投资额至少在5万美元以上。</p>\n<p>截至2020年12月,GBTC的总持仓量不到半年的时间增长了58.3%至近57万枚比特币,这表明在2020年下半年,大量的机构资金开始涌入比特币。进入2021年,GBTC的买货步伐还在加速,从1月初至2月中旬本文截稿,GBTC持有的比特币又增加了近8万枚至65万枚比特币。</p>\n<p>由于产品设计的问题,灰度像个只吃不吐的貔貅,持续不断地买入比特币,并且只能默默地买入并持有,此举已经给机构投资者带来了一定的示范效应。</p>\n<p>除了灰度,还有其他的机构不断涌入这个市场,包括专门为机构投资者服务的Galax Digital。该机构的创始人、CEO兼董事长Michael Novogratz是传统<a href=\"https://laohu8.com/S/JRJC\">金融界</a>的精英人物,曾任Fortress Investment Group LLC的合伙人兼总裁,在FIG之前曾任<a href=\"https://laohu8.com/S/GS\">高盛</a>合伙人,并在纽约联邦储备银行投资顾问委员会任职3年。Galax Digital专门为机构投资者买入加密货币,因此它的积极入场,也被解读为是机构加速入市的信号。</p>\n<p>此外,2020年10月8日,移动支付巨头Square也宣布投资5000万美元的比特币。2020年10月13日,管理规模超过100亿美元的Stone Ridge Holdings宣布,该公司购入1万多枚比特币,价值约1.14亿美元,以作为其资产储备策略的一部分。</p>\n<p>随着PayPal和灰度的市场效应不断扩大,越来越多的机构投资者增加了对加密货币的需求。最新的案例是2021年2月8日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>宣布,预计将会开始接受比特币作为支付形式,根据新政策,特斯拉总共投资了15亿美元比特币。特斯拉创办人马斯克甚至把头像换成了比特币。此消息一出,比特币短线迅速被拉升突破4万美元关口,日内涨幅高达11%,报43172美元,并创下历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/f0fb4452872548c7983d8860f3e9edb5\" tg-width=\"865\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"></p>\n<p><b>03</b></p>\n<p><b>监管态度明确令不确定性降低</b></p>\n<p><b>第三个驱动力是2020年全球监管态度的明确,这使得投资者对于比特币的后期发展的不确定性大大降低。</b>基本上,2020年全球范围内的监管机构对比特币都出台了相应的措施或政策,对比特币和虚拟资产交易开始持更正面的态度,例如决定采用规范化的监管手段,而非一味拒绝或忽略其发展。</p>\n<p>对于比特币和其他加密货币的监管,是另一个独立的话题。笔者这里仅介绍一下大概背景。</p>\n<p>联合国反洗钱金融行动特别工作组(FATF)在2015年便提出针对虚拟资产进行规管。2019年2月,FATF要求成员国把反洗钱和反恐融资(AML/CTF)延伸至虚拟资产领域,并提出两个主要选项:</p>\n<p><b>(1)要么全面取消虚拟资产交易;</b></p>\n<p><b>(2)要么把虚拟资产纳入发牌监管。</b></p>\n<p>从目前美国、新加坡及中国香港的发展来看,各国政府应该是更倾向于把虚拟资产纳入合法发牌监管范畴,而不是一味拒绝。</p>\n<p>在新加坡,2020年12月10日,星展银行宣布推出“星展数字交易平台”(DBS Digital Exchange),内容包含数字资产的货币化(tokenisation)、交易和保管。通过这个平台,DBS利用区块链技术,提供包括加密货币等数字资产的货币化和次级市场交易,包括证券型代币发行、数字货币交易和数字保管服务。</p>\n<p>DBS宣布,将会为4种货币(新加坡币、美元、港币、日圆)和4种最成熟的加密货币(比特币、以太币、比特币现金、瑞波币)提供相互兑换服务。而上述服务均已获得新加坡金融管理局原则性核准。</p>\n<p>相比新加坡,香港的步伐慢了一些,但形势也在积极发展。同样也是在2020年,作为FATF的一员,中国香港特区明确提出,将虚拟资产纳入监管,并且在2020年11月3日推出一项<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>咨询,就虚拟资产交易所是否需要持牌,向社会各界公开咨询意见。</p>\n<p>而在此前一年,香港证监会(SFC)其实已在2019年11月就虚拟资产交易活动发表《立场书》,容许虚拟资产交易平台自愿申请牌照,但此做法只适用于证券型虚拟资产交易服务的平台,非证券型虚拟资产交易服务的平台并不受此制度监管。</p>\n<p>因此,香港2020年开始的公共咨询,笔者认为是香港监管层表现出更明确的态度,即要把加密货币这类虚拟资产纳入合法的交易程序,而不是拒之门外。</p>\n<p>从长远来看,全球政府目前似乎也没有联手打压比特币的计划。截至2月18日,比特币市值逼近1万亿美元,尚未超过黄金市场(约10万亿美元),更是没法和传统的债券及股票市场相比。根据中金的一份报告,仅美国整体债券市场的存量规模已经超过50万亿美元。</p>\n<p>但考虑到比特币的理论数量有限,以及传统法币由于量宽而不断贬值,以及比特币特有的挖矿机制,谁也不敢说未来比特币的市值是否会超过其他各类的资产,届时比特币会被个别央行用于当作黄金的替代品,抑或是被各国联手扼杀,只有走一步看一步了。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67a445b50c964238b080d2c25e6bf133","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2112897171","content_text":"中国农历除夕之后,比特币单价连续突破历史新高。截至北京时间2月18日7时,比特币对美元的价格在过去24小时内上涨近6%,盘中触及52621.84美元,再创历史新高。\n对于这个价格,笔者心里已经波澜不惊。\n但是身边仍然有很多朋友不断地在问,为什么比特币能涨这么多,它的价值到底在哪里?这个问题,在我于2019年和朋友受香港和内地两地的区块链及虚拟资产研究机构的邀请,撰写一本关于加密货币与虚拟资产管理的书时,也曾经思考很久。\n当年,我在写书的过程中,一度苦苦思索:“比特币是否具有真正的投资价值,它的边界在何处?”\n为此,我重新翻阅了大学和研究生时代的货币银行学课本,跟自己的金融学博导进行了多次深入的对话(他对于加密货币研究也有浓厚的兴趣),并且和正在第一线从事区块链和虚拟资产研究的专家进行了多次深入的对话,我终为比特币这种加密货币找到了符合传统价值认定方式的资产估值方式。\n现在,这本书终于完成了,书名是《重新定义金融:加密货币与数字资产》(西南财经大学出版社),我自认为,这本书可能也是迄今为止市面上关于虚拟资产管理的非常深入、全面的书。\n当然,需要指出的是,理解了比特币的价值逻辑,和勇于投入比特币还是两回事。最好的就是自己的例子:就在我刚开始写书的时候,比特币是约7200美元一枚,到2020年10月全书收官发行时,比特币已经稳稳地站上了12000美元。即便这样,说实话,我也没想到比特币会涨至现在的超过5万美元,不然可能早已金盆洗手了。\n鉴于很多人都有我早期的困惑,即比特币的价值在哪里,我觉得有必要写一点东西。这个问题,其实已经在上述的书里有相当清晰的阐述,出于对原书负责人的尊重以及版权关系,我在这里不便展开,但是可以在本文简要探讨一下,自2020年以来的比特币价值发展逻辑到底是什么。\n\n01\n比特币支付价值被进一步挖掘\n在写书过程中,我和著作者一起研究了比特币的运作逻辑和价值演变的逻辑,最后大家认为,数字货币对传统金融的很多领域,都具有颠覆性的替代作用。\n举例来说,比特币在支付方式和价值储藏方面的功能正越来越被现阶段的机构投资者认可,而随着它被机构投资人和传统金融机构进一步接受,其价值尺度的功能也可能会进一步得到支持。\n说到机构的支持,这里就不得不提及2020年发生的几件事。\n首先是传统金融机构的配合。2020年对于比特币来说最具意义的一个变化是,在2020年10月初,全球知名在线支付系统PayPal发布公告称,它将允许用户在其平台上购买、持有和出售包括比特币在内的多种加密货币。除了交易比特币,PayPal还提出,将允许使用比特币等加密货币进行购物——这直接赋予比特币与普通法币一样的支付功能,这是加密货币的一个重要里程碑事件。\n尽管可以实际应用比特币的商业应用场景非常有限,但PayPal的做法相当于已经为比特币打开了一道迈向传统商业交易的大门。根据PayPal的公告,它将允许2600万家PayPal合作商店在2021年开始接受PayPal以加密货币付款,这些加密货币包括比特币、以太坊、比特币现金和莱特币。PayPal计划将该应用逐步向全球其他市场推广。\n如果PayPal计划成功推行,则比特币将作为支付工具,从江湖走向殿堂。根据PayPal的计划,用户仍然需要将账户中的加密货币先兑换成法币才能购物,但PayPal提供了转换平台功能,将令比特币的流通更为顺畅。市场预期,这会给比特币带来数千亿美元的新增需求,而当时比特币只有约3000亿美元左右的市值。新增市值的翻倍,意味着比特币的未来价格可能也得相应调整。\n\n02\n机构投资者加速配置\n其次是机构投资者的积极持仓,使得比特币和相关的数字货币已经正式成为一个独立的资产类别。如果说PayPal的一纸公告只是给比特币勾画了一个基本面变化的版图,那么美国大型基金的参与,则直接驱升了比特币市场里的流动性。\n其中最有名的是灰度信托基金。灰度是世界上最大的数字货币资产管理公司,公司英文名称是Greyscale Investments(简称Greyscale),Grayscale由Digital Currency Group于2013年发起,目标是成为“数字货币投资方面值得信赖的权威机构”。\n公开资料显示,该公司自2013年开始公开在市场上收集比特币。其中,2013年9月25日成立的灰度比特币信托(GBTC)是灰度旗下规模最大的加密数字资产信托产品。\nGBTC的运作类似于ETF(交易所交易基金),但它不像ETF那样有赎回机制(即投资者可以要求用每一份额的ETF兑换对应的底层资产),在二级市场的出手也有12个月的锁定期,而且GBTC的一级市场申购只面向合格投资者(个人净资产需要在100万美元以上或是连续两年年收入超过20万美元),申购门槛投资额至少在5万美元以上。\n截至2020年12月,GBTC的总持仓量不到半年的时间增长了58.3%至近57万枚比特币,这表明在2020年下半年,大量的机构资金开始涌入比特币。进入2021年,GBTC的买货步伐还在加速,从1月初至2月中旬本文截稿,GBTC持有的比特币又增加了近8万枚至65万枚比特币。\n由于产品设计的问题,灰度像个只吃不吐的貔貅,持续不断地买入比特币,并且只能默默地买入并持有,此举已经给机构投资者带来了一定的示范效应。\n除了灰度,还有其他的机构不断涌入这个市场,包括专门为机构投资者服务的Galax Digital。该机构的创始人、CEO兼董事长Michael Novogratz是传统金融界的精英人物,曾任Fortress Investment Group LLC的合伙人兼总裁,在FIG之前曾任高盛合伙人,并在纽约联邦储备银行投资顾问委员会任职3年。Galax Digital专门为机构投资者买入加密货币,因此它的积极入场,也被解读为是机构加速入市的信号。\n此外,2020年10月8日,移动支付巨头Square也宣布投资5000万美元的比特币。2020年10月13日,管理规模超过100亿美元的Stone Ridge Holdings宣布,该公司购入1万多枚比特币,价值约1.14亿美元,以作为其资产储备策略的一部分。\n随着PayPal和灰度的市场效应不断扩大,越来越多的机构投资者增加了对加密货币的需求。最新的案例是2021年2月8日,特斯拉宣布,预计将会开始接受比特币作为支付形式,根据新政策,特斯拉总共投资了15亿美元比特币。特斯拉创办人马斯克甚至把头像换成了比特币。此消息一出,比特币短线迅速被拉升突破4万美元关口,日内涨幅高达11%,报43172美元,并创下历史新高。\n\n03\n监管态度明确令不确定性降低\n第三个驱动力是2020年全球监管态度的明确,这使得投资者对于比特币的后期发展的不确定性大大降低。基本上,2020年全球范围内的监管机构对比特币都出台了相应的措施或政策,对比特币和虚拟资产交易开始持更正面的态度,例如决定采用规范化的监管手段,而非一味拒绝或忽略其发展。\n对于比特币和其他加密货币的监管,是另一个独立的话题。笔者这里仅介绍一下大概背景。\n联合国反洗钱金融行动特别工作组(FATF)在2015年便提出针对虚拟资产进行规管。2019年2月,FATF要求成员国把反洗钱和反恐融资(AML/CTF)延伸至虚拟资产领域,并提出两个主要选项:\n(1)要么全面取消虚拟资产交易;\n(2)要么把虚拟资产纳入发牌监管。\n从目前美国、新加坡及中国香港的发展来看,各国政府应该是更倾向于把虚拟资产纳入合法发牌监管范畴,而不是一味拒绝。\n在新加坡,2020年12月10日,星展银行宣布推出“星展数字交易平台”(DBS Digital Exchange),内容包含数字资产的货币化(tokenisation)、交易和保管。通过这个平台,DBS利用区块链技术,提供包括加密货币等数字资产的货币化和次级市场交易,包括证券型代币发行、数字货币交易和数字保管服务。\nDBS宣布,将会为4种货币(新加坡币、美元、港币、日圆)和4种最成熟的加密货币(比特币、以太币、比特币现金、瑞波币)提供相互兑换服务。而上述服务均已获得新加坡金融管理局原则性核准。\n相比新加坡,香港的步伐慢了一些,但形势也在积极发展。同样也是在2020年,作为FATF的一员,中国香港特区明确提出,将虚拟资产纳入监管,并且在2020年11月3日推出一项全民咨询,就虚拟资产交易所是否需要持牌,向社会各界公开咨询意见。\n而在此前一年,香港证监会(SFC)其实已在2019年11月就虚拟资产交易活动发表《立场书》,容许虚拟资产交易平台自愿申请牌照,但此做法只适用于证券型虚拟资产交易服务的平台,非证券型虚拟资产交易服务的平台并不受此制度监管。\n因此,香港2020年开始的公共咨询,笔者认为是香港监管层表现出更明确的态度,即要把加密货币这类虚拟资产纳入合法的交易程序,而不是拒之门外。\n从长远来看,全球政府目前似乎也没有联手打压比特币的计划。截至2月18日,比特币市值逼近1万亿美元,尚未超过黄金市场(约10万亿美元),更是没法和传统的债券及股票市场相比。根据中金的一份报告,仅美国整体债券市场的存量规模已经超过50万亿美元。\n但考虑到比特币的理论数量有限,以及传统法币由于量宽而不断贬值,以及比特币特有的挖矿机制,谁也不敢说未来比特币的市值是否会超过其他各类的资产,届时比特币会被个别央行用于当作黄金的替代品,抑或是被各国联手扼杀,只有走一步看一步了。","news_type":1,"symbols_score_info":{"CAN":0.9,"EBON":0.9,"BTCmain":0.9,"XBTmain":0.9,"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476346624501733","authorId":"3476346624501733","name":"洒笑天涯","avatar":"https://static.tigerbbs.com/f9f8bae8d22c8163833d63e917714bc9","crmLevel":2,"crmLevelSwitch":0,"idStr":"3476346624501733","authorIdStr":"3476346624501733"},"content":"说的不够专业,但比特币真的没啥价值!但我不唱衰!第一个就是区块链先驱,还有很耗电力,算力!早期很多币种的代码都能在github上找到算法,自己买矿机,花费大量算力,电力,在算法碰撞下,才有概率产生一枚,随着时间推移,比特币总量有限,导致后面每挖一枚花费大量电力,算力!现在大涨,是货币大放水,还有就是资本垄断部分,马斯克15亿美元的投资,导致流通的越来越少,它真没价值,但它会越来越值钱也是真的!","text":"说的不够专业,但比特币真的没啥价值!但我不唱衰!第一个就是区块链先驱,还有很耗电力,算力!早期很多币种的代码都能在github上找到算法,自己买矿机,花费大量算力,电力,在算法碰撞下,才有概率产生一枚,随着时间推移,比特币总量有限,导致后面每挖一枚花费大量电力,算力!现在大涨,是货币大放水,还有就是资本垄断部分,马斯克15亿美元的投资,导致流通的越来越少,它真没价值,但它会越来越值钱也是真的!","html":"说的不够专业,但比特币真的没啥价值!但我不唱衰!第一个就是区块链先驱,还有很耗电力,算力!早期很多币种的代码都能在github上找到算法,自己买矿机,花费大量算力,电力,在算法碰撞下,才有概率产生一枚,随着时间推移,比特币总量有限,导致后面每挖一枚花费大量电力,算力!现在大涨,是货币大放水,还有就是资本垄断部分,马斯克15亿美元的投资,导致流通的越来越少,它真没价值,但它会越来越值钱也是真的!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604268879,"gmtCreate":1639404280038,"gmtModify":1639404452094,"author":{"id":"3562992215560334","authorId":"3562992215560334","name":"有个股民","avatar":"https://static.tigerbbs.com/c7587c83fc5c21a0c38d534089d38424","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562992215560334","authorIdStr":"3562992215560334"},"themes":[],"htmlText":"<a 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08:51","market":"us","language":"zh","title":"国产新能源车三杰格局生变,特斯拉“攻势”强劲,理想汽车掉队了","url":"https://stock-news.laohu8.com/highlight/detail?id=2109740380","media":"老坛财经","summary":"新能源汽车,市场一致看好,甚至被视为传统燃油汽车的“终结者”。至于蔚来和特斯拉,旗下车型更是丰富,SUV、轿车、轿跑,特斯拉甚至还有皮卡、货车,理想汽车在车型数量上,处于明显下风。近期,有消息传出,理想汽车将于2022年交付一款代号为“X01”的大型SUV。因为“断轴”进行的召回,对理想汽车的品牌伤害尤深。","content":"<html><body><article><p>2月1日和2日,被称为国内新势力造车“三杰”的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏和理想,分别公布了今年1月份车辆交付数据:</p><p>蔚来交付7225辆,同比增长352.1%;</p><p>小鹏交付6015辆,同比增长470%;</p><p>理想交付5379辆,同比增长355.8%。</p><p>如果按同比增速来看,三家车企无疑都交出了一份亮眼的“成绩单”,蔚来和小鹏在公布交付数字时,还用上了“新高”“最好”等宣传语。</p><p>然而,魔鬼都藏在细节中。三家车企光鲜亮丽的数字背后,却隐藏了不少秘密。仔细探究可以发现,国内新势力造车“三杰”,格局生变的苗头已经悄然出现。</p><p>(一)</p><p>蔚来、小鹏和理想,1月份车辆交付数据只公布同比增速,而不是环比增速,这一做法,可以用“狡猾”来形容。</p><p>三家车企,今年1月份车辆交付增速之所以同比大涨三四倍以上,一个重要的原因就是,基数低。</p><p>去年1月,蔚来交付车辆1598台,小鹏交付1055台,理想交付1180台,均只有1000台出头的水平,基数低了,同比增长的数字自然就会很好看。</p><p>如果看一下环比增速,情况就大不一样了。去年12月三家车企的交付数据为:</p><p>蔚来交付7007辆,今年1月,环比增长3.1%;</p><p>小鹏交付5700辆,今年1月,环比增长5.5%;</p><p>理想交付6126辆,今年1月,环比减少12.2%。</p><p>原本光鲜亮丽的“成绩单”立马变得暗淡无光,增长速度从三四倍以上,一下子降到了个位数。甚至,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>今年1月的交付数量,比去年12月还减少了12.2%。</p><p>环比增速,让三家车企从原来的“火箭”变成了“蜗牛”,可以说被打出了原形。</p><p>在资本市场,股价对这样的“变脸”行为做出了直接的反应。</p><p>2月1日美股,蔚来股价非但没有大涨,收盘反而微跌0.02%。根据此前的市场预测,蔚来今年1月汽车交付数量应该能达到8000辆,而实际只交付了7225辆,明显不达预期。</p><p>而理想汽车,今年1月车辆交付出现环比减少747辆的情况,所以2月2日股价下跌了5.74%。</p><p>只有<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>,2月2日股价上涨2.26%,是三家新势力造车企业中,唯一一家公布1月份销量数据后,股价保持上涨的。</p><p>无论是同比增速,还是环比增速,小鹏汽车的表现都要优于蔚来和理想。股价上涨,也在情理之中。</p><p>(二)</p><p>从销量上看,国内新势力造车“三杰”已经形成相对固定的位次排序——蔚来处于“领头羊”位置,是“三杰”中的带头大哥;理想汽车虽然只有一款车型“理想<a href=\"https://laohu8.com/S/AONE\">one</a>”,但销量一直都要压过小鹏汽车一头,位居第二;小鹏知名度相对较低,排在第三。</p><p>2020年,蔚来全年交付车辆43728辆,理想全年交付32624辆,小鹏交付27041辆。</p><p>但今年1月,随着三家车企最新的销量数据曝光,上面的位次排序情况,出现了微妙的变化。</p><p>今年1月,小鹏交付6015辆汽车,过去一年多来,单月交付数量,首次实现对理想汽车的超越,排名提升至第二位;而理想汽车,则以5379辆的交付数量,第一次落到了第三位。</p><p>这个变化,对理想汽车来说,可能比销量环比下滑12.2%,更令人沮丧和不安。</p><p>相比之下,蔚来自2020年8月以来,单月交付数量已经连续6个月创下新高,今年1月增长势头虽有放缓,但预计在未来比较长的一段时间内,“带头大哥”的地位相对稳定。</p><p>新能源汽车,市场一致看好,甚至被视为传统燃油汽车的“终结者”。2020年,受新冠疫情等因素影响,全球汽车总销量下滑了20%,电动汽车销量却逆势增长了43%,超过300万辆。</p><p>新能源车企,虽处上升赛道,但面临的却是一场“逆水行舟,不进则退”的残酷竞争。</p><p>理想汽车,今年1月销量环比大幅下滑,还被老对手小鹏汽车超越,丢掉了亚军的宝座,2021年实在是开了一个不好的头。</p><p>斥巨资入股理想汽车的美团CEO王兴曾经预言,新势力造车企业中,理想<a href=\"https://laohu8.com/S/AONE.U\">one</a>将会是第一款交付超过10万辆的车型。但按照目前的趋势来看,这一预言能否成为现实,还真不一定,弄不好还有“王婆卖瓜,自卖自夸”之嫌。</p><p>(三)</p><p>理想汽车为什么落后了?以下三方面的原因值得思考:</p><p>第一,车型单一;</p><p>自2015年成立以来,理想汽车只在2018年发布了理想one这一款车型,一车打天下,卖了将近3年。</p><p>理想one作为一台中大型SUV,虽然切中了国人对SUV车型的偏好,至今累计交付近3.9万辆,但时间长了,市场难免会产生审美疲劳。并且,消费者的需求多样,不是每个人都喜欢SUV车型。</p><p>而理想汽车的对手们,普遍都有多款车型在售,做到了SUV和轿车全覆盖。</p><p>比如小鹏汽车,目前旗下有SUV车型G3和中大型轿车P7在售。今年1月,小鹏P7单月交付3710辆,再创历史新高,超过了G3的2305辆。</p><p>近期,小鹏还将推出第三款量产车型P5,定位于紧凑型纯电轿车,预计今年四季度开始交付。</p><p>至于蔚来和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,旗下车型更是丰富,SUV、轿车、轿跑,特斯拉甚至还有皮卡、货车,理想汽车在车型数量上,处于明显下风。</p><p>近期,有消息传出,理想汽车将于2022年交付一款代号为“X01”的大型SUV。此前理想官方还曾表示,将在2022年以后每年都推出一款新车。但是按照这样的时间规划,已经比对手们慢了一大截。</p><p>第二,增程式的技术路线受到争议;</p><p>国内新势力造车“三杰”中,蔚来和小鹏走的都是纯电动路线。此外,包括特斯拉、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等国内外新能源车企,纯电动也都是绝对的主流。</p><p>唯独理想汽车,特立独行,选择的是增程式技术路线。何谓增程式?可以大致理解为一辆既可以加油,又可以充电行驶的新能源汽车。</p><p>理想汽车做出这一选择的原因,是为了解决纯电动汽车的里程焦虑问题。尤其是到了冬天,不少纯电动汽车一下子就变成了“电动爹”,车主连暖风都不敢开,一边开车一边冻得直哆嗦。</p><p>从这个角度看,理想选择增程式的初衷是好的。但问题是,市场和消费者不一定买账。比如,下面这位网友的评论就颇具代表性:</p><p>理想one,搭载的40.5kWh电池,纯电情况下续航里程只有180公里。目前市场上主流的纯电动汽车,续航里程普遍都达到了四五百公里,蔚来今年初发布的车型ET7,续航里程声称能达到1000公里。相比之下,理想one的180公里续航,被吐槽也在所难免。</p><p>理想one同时搭载的一台1.2T的三缸发动机,虽说可以弥补纯电续航里程不足的弱点,但“三缸”发动机,因为噪音、抖动等先天缺陷,消费者接受程度并不高。</p><p>拿燃油车来举例,<a href=\"https://laohu8.com/S/GM\">通用汽车</a>旗下的别克威朗,巅峰时期一个月能卖出近2万台,就因为换上了三缸发动机,销量暴跌至月均1000台。三缸发动机的不受欢迎,可见一斑。</p><p>去年8月,理想汽车创始人李想,在回应外界对增程式的质疑时,忍不住爆了粗口,但粗口并不能打消市场和消费者的疑虑。</p><p>2月2日,理想汽车除了公布1月份销量,还宣布在上海设立研发中心,开发高电压平台及超级快充等<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车技术。这不禁让人遐想,理想汽车这是要改投纯电动的怀抱了?</p><p>第三,“断轴”召回,影响品牌形象;</p><p>汽车召回并不稀奇,新能源汽车也不例外。特斯拉、蔚来、小鹏和理想等车企,都曾因为产品缺陷进行过召回。</p><p>2019年,蔚来因为电池质量安全事故,召回4803辆ES8;</p><p>2020年,特斯拉先后3次召回,共计33887辆Model S和Model X等车型;</p><p>2021年刚开年,新能源汽车召回仿佛集中爆发,小鹏汽车宣布召回1.3万辆G3车型,占去年销量近一半;特斯拉2月2日更是大举召回13万辆汽车,令人瞠目。</p><p>对车企来说,召回虽然体现了负责任的态度,但终究不是一件好事。因为“断轴”进行的召回,对理想汽车的品牌伤害尤深。</p><p>去年,理想one发生多起碰撞导致的“断轴”事件,这也被称为理想汽车“断轴门”。</p><p>但是,理想汽车并没有立即宣布召回,而是玩起了文字游戏,美其名曰对车辆进行“加固升级”。这一做法,遭到了车主和舆论的口诛笔伐。</p><p>压力之下,理想汽车不得不低头认错,正式宣布召回10469辆理想ONE。</p><p>早知如此,何必当初,理想汽车想必懊恼不已。作为新能源汽车的新兴品牌,树立美誉度着实不容易,而“断轴门”造成的品牌伤害,却是猛烈而持久的。</p><p>结语</p><p>蔚来、小鹏和理想,作为我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车行业的“三驾马车”,无论在销量、技术,还是市场影响力等方面,目前与特斯拉形成了“三英战吕布”的局面。</p><p>去年8月,小鹏汽车赴美上市,理想汽车创始人李想发了一句话:“三家加起来超过特斯拉,这是咱们明年的目标”,并@了蔚来的李斌和小鹏汽车的何小鹏。</p><p>但是,面对特斯拉通过降价不断攻城略地,抢占市场,蔚来、小鹏和理想并不是合作关系,三家企业一方面要面对共同的强敌特斯拉,另一方面,他们彼此之间也是激烈的竞争关系。</p><p>从今年1月份的销量数据来看,三家企业格局生变,理想汽车单月销量被小鹏赶超,情况不妙。</p><p>理想汽车不想掉队的话,要好好加油了。</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\" 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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国产新能源车三杰格局生变,特斯拉“攻势”强劲,理想汽车掉队了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-05 08:51 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102050908017c04af08&s=b><strong>老坛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月1日和2日,被称为国内新势力造车“三杰”的蔚来、小鹏和理想,分别公布了今年1月份车辆交付数据:蔚来交付7225辆,同比增长352.1%;小鹏交付6015辆,同比增长470%;理想交付5379辆,同比增长355.8%。如果按同比增速来看,三家车企无疑都交出了一份亮眼的“成绩单”,蔚来和小鹏在公布交付数字时,还用上了“新高”“最好”等宣传语。然而,魔鬼都藏在细节中。三家车企光鲜亮丽的数字背后,却...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102050908017c04af08&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6b78ed0836da119cdb959ac6d3cb8e9","relate_stocks":{"161028":"新能源车","399417":"新能源车","LI":"理想汽车","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102050908017c04af08&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2109740380","content_text":"2月1日和2日,被称为国内新势力造车“三杰”的蔚来、小鹏和理想,分别公布了今年1月份车辆交付数据:蔚来交付7225辆,同比增长352.1%;小鹏交付6015辆,同比增长470%;理想交付5379辆,同比增长355.8%。如果按同比增速来看,三家车企无疑都交出了一份亮眼的“成绩单”,蔚来和小鹏在公布交付数字时,还用上了“新高”“最好”等宣传语。然而,魔鬼都藏在细节中。三家车企光鲜亮丽的数字背后,却隐藏了不少秘密。仔细探究可以发现,国内新势力造车“三杰”,格局生变的苗头已经悄然出现。(一)蔚来、小鹏和理想,1月份车辆交付数据只公布同比增速,而不是环比增速,这一做法,可以用“狡猾”来形容。三家车企,今年1月份车辆交付增速之所以同比大涨三四倍以上,一个重要的原因就是,基数低。去年1月,蔚来交付车辆1598台,小鹏交付1055台,理想交付1180台,均只有1000台出头的水平,基数低了,同比增长的数字自然就会很好看。如果看一下环比增速,情况就大不一样了。去年12月三家车企的交付数据为:蔚来交付7007辆,今年1月,环比增长3.1%;小鹏交付5700辆,今年1月,环比增长5.5%;理想交付6126辆,今年1月,环比减少12.2%。原本光鲜亮丽的“成绩单”立马变得暗淡无光,增长速度从三四倍以上,一下子降到了个位数。甚至,理想汽车今年1月的交付数量,比去年12月还减少了12.2%。环比增速,让三家车企从原来的“火箭”变成了“蜗牛”,可以说被打出了原形。在资本市场,股价对这样的“变脸”行为做出了直接的反应。2月1日美股,蔚来股价非但没有大涨,收盘反而微跌0.02%。根据此前的市场预测,蔚来今年1月汽车交付数量应该能达到8000辆,而实际只交付了7225辆,明显不达预期。而理想汽车,今年1月车辆交付出现环比减少747辆的情况,所以2月2日股价下跌了5.74%。只有小鹏汽车,2月2日股价上涨2.26%,是三家新势力造车企业中,唯一一家公布1月份销量数据后,股价保持上涨的。无论是同比增速,还是环比增速,小鹏汽车的表现都要优于蔚来和理想。股价上涨,也在情理之中。(二)从销量上看,国内新势力造车“三杰”已经形成相对固定的位次排序——蔚来处于“领头羊”位置,是“三杰”中的带头大哥;理想汽车虽然只有一款车型“理想one”,但销量一直都要压过小鹏汽车一头,位居第二;小鹏知名度相对较低,排在第三。2020年,蔚来全年交付车辆43728辆,理想全年交付32624辆,小鹏交付27041辆。但今年1月,随着三家车企最新的销量数据曝光,上面的位次排序情况,出现了微妙的变化。今年1月,小鹏交付6015辆汽车,过去一年多来,单月交付数量,首次实现对理想汽车的超越,排名提升至第二位;而理想汽车,则以5379辆的交付数量,第一次落到了第三位。这个变化,对理想汽车来说,可能比销量环比下滑12.2%,更令人沮丧和不安。相比之下,蔚来自2020年8月以来,单月交付数量已经连续6个月创下新高,今年1月增长势头虽有放缓,但预计在未来比较长的一段时间内,“带头大哥”的地位相对稳定。新能源汽车,市场一致看好,甚至被视为传统燃油汽车的“终结者”。2020年,受新冠疫情等因素影响,全球汽车总销量下滑了20%,电动汽车销量却逆势增长了43%,超过300万辆。新能源车企,虽处上升赛道,但面临的却是一场“逆水行舟,不进则退”的残酷竞争。理想汽车,今年1月销量环比大幅下滑,还被老对手小鹏汽车超越,丢掉了亚军的宝座,2021年实在是开了一个不好的头。斥巨资入股理想汽车的美团CEO王兴曾经预言,新势力造车企业中,理想one将会是第一款交付超过10万辆的车型。但按照目前的趋势来看,这一预言能否成为现实,还真不一定,弄不好还有“王婆卖瓜,自卖自夸”之嫌。(三)理想汽车为什么落后了?以下三方面的原因值得思考:第一,车型单一;自2015年成立以来,理想汽车只在2018年发布了理想one这一款车型,一车打天下,卖了将近3年。理想one作为一台中大型SUV,虽然切中了国人对SUV车型的偏好,至今累计交付近3.9万辆,但时间长了,市场难免会产生审美疲劳。并且,消费者的需求多样,不是每个人都喜欢SUV车型。而理想汽车的对手们,普遍都有多款车型在售,做到了SUV和轿车全覆盖。比如小鹏汽车,目前旗下有SUV车型G3和中大型轿车P7在售。今年1月,小鹏P7单月交付3710辆,再创历史新高,超过了G3的2305辆。近期,小鹏还将推出第三款量产车型P5,定位于紧凑型纯电轿车,预计今年四季度开始交付。至于蔚来和特斯拉,旗下车型更是丰富,SUV、轿车、轿跑,特斯拉甚至还有皮卡、货车,理想汽车在车型数量上,处于明显下风。近期,有消息传出,理想汽车将于2022年交付一款代号为“X01”的大型SUV。此前理想官方还曾表示,将在2022年以后每年都推出一款新车。但是按照这样的时间规划,已经比对手们慢了一大截。第二,增程式的技术路线受到争议;国内新势力造车“三杰”中,蔚来和小鹏走的都是纯电动路线。此外,包括特斯拉、比亚迪等国内外新能源车企,纯电动也都是绝对的主流。唯独理想汽车,特立独行,选择的是增程式技术路线。何谓增程式?可以大致理解为一辆既可以加油,又可以充电行驶的新能源汽车。理想汽车做出这一选择的原因,是为了解决纯电动汽车的里程焦虑问题。尤其是到了冬天,不少纯电动汽车一下子就变成了“电动爹”,车主连暖风都不敢开,一边开车一边冻得直哆嗦。从这个角度看,理想选择增程式的初衷是好的。但问题是,市场和消费者不一定买账。比如,下面这位网友的评论就颇具代表性:理想one,搭载的40.5kWh电池,纯电情况下续航里程只有180公里。目前市场上主流的纯电动汽车,续航里程普遍都达到了四五百公里,蔚来今年初发布的车型ET7,续航里程声称能达到1000公里。相比之下,理想one的180公里续航,被吐槽也在所难免。理想one同时搭载的一台1.2T的三缸发动机,虽说可以弥补纯电续航里程不足的弱点,但“三缸”发动机,因为噪音、抖动等先天缺陷,消费者接受程度并不高。拿燃油车来举例,通用汽车旗下的别克威朗,巅峰时期一个月能卖出近2万台,就因为换上了三缸发动机,销量暴跌至月均1000台。三缸发动机的不受欢迎,可见一斑。去年8月,理想汽车创始人李想,在回应外界对增程式的质疑时,忍不住爆了粗口,但粗口并不能打消市场和消费者的疑虑。2月2日,理想汽车除了公布1月份销量,还宣布在上海设立研发中心,开发高电压平台及超级快充等智能电动车技术。这不禁让人遐想,理想汽车这是要改投纯电动的怀抱了?第三,“断轴”召回,影响品牌形象;汽车召回并不稀奇,新能源汽车也不例外。特斯拉、蔚来、小鹏和理想等车企,都曾因为产品缺陷进行过召回。2019年,蔚来因为电池质量安全事故,召回4803辆ES8;2020年,特斯拉先后3次召回,共计33887辆Model S和Model X等车型;2021年刚开年,新能源汽车召回仿佛集中爆发,小鹏汽车宣布召回1.3万辆G3车型,占去年销量近一半;特斯拉2月2日更是大举召回13万辆汽车,令人瞠目。对车企来说,召回虽然体现了负责任的态度,但终究不是一件好事。因为“断轴”进行的召回,对理想汽车的品牌伤害尤深。去年,理想one发生多起碰撞导致的“断轴”事件,这也被称为理想汽车“断轴门”。但是,理想汽车并没有立即宣布召回,而是玩起了文字游戏,美其名曰对车辆进行“加固升级”。这一做法,遭到了车主和舆论的口诛笔伐。压力之下,理想汽车不得不低头认错,正式宣布召回10469辆理想ONE。早知如此,何必当初,理想汽车想必懊恼不已。作为新能源汽车的新兴品牌,树立美誉度着实不容易,而“断轴门”造成的品牌伤害,却是猛烈而持久的。结语蔚来、小鹏和理想,作为我国新能源汽车行业的“三驾马车”,无论在销量、技术,还是市场影响力等方面,目前与特斯拉形成了“三英战吕布”的局面。去年8月,小鹏汽车赴美上市,理想汽车创始人李想发了一句话:“三家加起来超过特斯拉,这是咱们明年的目标”,并@了蔚来的李斌和小鹏汽车的何小鹏。但是,面对特斯拉通过降价不断攻城略地,抢占市场,蔚来、小鹏和理想并不是合作关系,三家企业一方面要面对共同的强敌特斯拉,另一方面,他们彼此之间也是激烈的竞争关系。从今年1月份的销量数据来看,三家企业格局生变,理想汽车单月销量被小鹏赶超,情况不妙。理想汽车不想掉队的话,要好好加油了。","news_type":1,"symbols_score_info":{"161028":1,"399417":1,"LI":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607975404,"gmtCreate":1639482793306,"gmtModify":1639482793306,"author":{"id":"3562992215560334","authorId":"3562992215560334","name":"有个股民","avatar":"https://static.tigerbbs.com/c7587c83fc5c21a0c38d534089d38424","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562992215560334","authorIdStr":"3562992215560334"},"themes":[],"htmlText":"结果还是跌成翔","listText":"结果还是跌成翔","text":"结果还是跌成翔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607975404","repostId":"1113385799","repostType":2,"repost":{"id":"1113385799","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":1639482148,"share":"https://ttm.financial/m/news/1113385799?lang=&edition=full","pubTime":"2021-12-14 19:42","market":"hk","language":"zh","title":"小米集团:今日以4917万港元回购265万股股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1113385799","media":"老虎资讯综合","summary":"12月14日,小米集团港交所公告:于12月14日回购265万股,回购价格为18.4港元-18.64港元之间,耗资4917.075万港元。","content":"<p>12月14日,小米集团港交所公告:于12月14日回购265万股,回购价格为18.4港元-18.64港元之间,耗资4917.075万港元。<img src=\"https://static.tigerbbs.com/bbbade1a72b6eb69f6a18bd8a435cb5b\" tg-width=\"1583\" tg-height=\"473\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/54544d5645b0b362cbb9eb6415e6e224\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>小米集团:今日以4917万港元回购265万股股票</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小米集团:今日以4917万港元回购265万股股票\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\">2021-12-14 19:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月14日,小米集团港交所公告:于12月14日回购265万股,回购价格为18.4港元-18.64港元之间,耗资4917.075万港元。<img src=\"https://static.tigerbbs.com/bbbade1a72b6eb69f6a18bd8a435cb5b\" tg-width=\"1583\" tg-height=\"473\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/54544d5645b0b362cbb9eb6415e6e224\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113385799","content_text":"12月14日,小米集团港交所公告:于12月14日回购265万股,回购价格为18.4港元-18.64港元之间,耗资4917.075万港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}