六只手的个人主页 - 老虎社区

六只手

六只手

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2023-01-09

$Builders FirstSource(BLDR)$

2021-12-30

$奥洛兹美医疗(HALO)$ 一步一步慢慢往上爬

2021-12-27

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2021-12-16

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什么信号？外资连续11天加仓，看上了哪些股？

2021-12-10

资本家正常操作。。。。

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2021-12-09

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2021-12-09

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2021-12-05

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2021-12-04

$短期VIX期货ETN(VXX)$ 今天都是疯狂的日子

2021-12-03

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2021-12-01

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苹果为Beats Fit Pro耳机发布4B65固件更新

2021-11-30

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瑞银：予理想汽车“买入”评级，目标价升至47美元

2021-11-27

这篇文章不错，转发给大家看

揭开恐慌指数VIX的神秘面纱：揭开VIX神秘面纱

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09:44","market":"sh","language":"zh","title":"什么信号？外资连续11天加仓，看上了哪些股？","url":"https://stock-news.laohu8.com/highlight/detail?id=1199495199","media":"券商中国","summary":"这两天，虽然大盘指数有所调整，行情趋于平淡，但外资依然雷打不动，继续在A股市场上“买买买”。\n自12月1日以来，北向资金已连续11个交易日加仓A股，合计净买入金额高达762亿元。尤其是在上周，北向资金","content":"<p>这两天，虽然大盘指数有所调整，行情趋于平淡，但外资依然雷打不动，继续在A股市场上“买买买”。</p>\n<p><b>自12月1日以来，北向资金已连续11个交易日加仓A股，合计净买入金额高达762亿元。尤其是在上周，北向资金创下488亿元的单周最大净买入纪录。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cbdd3e2c7d39b2bd6b0f7cc0686d1a43\" tg-width=\"554\" tg-height=\"268\" referrerpolicy=\"no-referrer\"></p>\n<p>政策支持叠加人民币升值，吸引外资跑步进场。那么这些资金都盯上了哪些股票呢？明年又该如何投资？</p>\n<p><b>外资连续第11个交易日加仓A股</b></p>\n<p>12月15日，北向资金小幅净买入7.52亿元，虽然流入速度放缓，但这已是北向资金连续第11个交易日加仓A股。</p>\n<p>当天，前十大成交股中，净买入额居前五的是<a href=\"https://laohu8.com/S/300059\">东方财富</a>、<a href=\"https://laohu8.com/S/300274\">阳光电源</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/600089\">特变电工</a>、<a href=\"https://laohu8.com/S/600900\">长江电力</a>，分别获净买入7.19亿元、4.96亿元、4.14亿元、3.68亿元、3.36亿元；净卖出额居前五的是<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/000001\">平安银行</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/600406\">国电南瑞</a>，净卖出额分别为6.96亿元、5.12亿元、3.14亿元、2.71亿元、2.01亿元。</p>\n<p><b>值得一提的是，东方财富已连续8个交易日被外资扫货，累计净买入金额超过68亿元。从股价来看，东方财富可谓表现强势，8个交易日中有7天是上涨的。近三个交易日，该股更是连续三天创收盘价历史新高，最新股价为38.67元，市值为3997亿元。</b></p>\n<p><b>外资近期看上了哪些股票？</b></p>\n<p>统计数据显示，自12月1日以来，北向资金连续11个交易日加仓A股，合计净买入金额高达762亿元。今年以来，北向资金合计净买入4194亿元，比去年全年高出2100亿元。</p>\n<p>东莞证券分析师费小平指出，近期北向资金表现积极，政策支持叠加人民币升值，吸引北向资金年末跑步进场。在人民币汇率维持相对坚挺背景下，国际资金仍有持续流入动力。</p>\n<p>统计数据显示，近11个交易日，北向资金净买入前10名分别是东方财富、贵州茅台、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、五粮液、<a href=\"https://laohu8.com/S/601318\">中国平安</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>，分别获净买入66.33亿元、44.48亿元、42.20亿元、30.71亿元、30.52亿元、17.54亿元、16.96亿元、16.34亿元、14.34亿元、12.13亿元。由此可见，金融及消费股最受外资青睐。</p>\n<p>费小平表示，近期北向资金对A股增持明显，食品饮料、银行、非银金融、电子和家用电器流入居前。北向资金风格切换至消费、金融等价值蓝筹个股，而军工、电气设备等成长板块则表现较弱。从历史来看，北向资金的持仓变化与市场走势较为贴近，对A股整体走势具有一定的前瞻和指引作用。建议积极布局跨年行情，布局北向资金增持较多的消费、金融等价值蓝筹股。</p>\n<p><b><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>晋信基金认为，北向资金作为市场的风向标之一，大举进入传统蓝筹白马行业，或许也意味着市场风格正在逐步从高景气高成长行业向相对低估值的白马蓝筹切换。</b></p>\n<p><b>明年大盘会怎么走？</b></p>\n<p>2022年即将到来，A股行情又将如何演绎？</p>\n<p><a href=\"https://laohu8.com/S/600837\">海通证券</a>首席经济学家荀玉根认为，A股在经历2019-2021年三年上涨后，2022年在利率制约估值和盈利下行的双重压力下，A股市场或将迎来休整，历史上在这类市场环境下大盘和价值往往是较好的选择。</p>\n<p>荀玉根指出，市值风格上，明年有望延续2016年以来的趋势，即大盘略优；成长价值风格方面，从时间上看本轮成长占优的周期持续三年，未来成长风格或还存在延续的可能，但考虑到目前成长相对价值的估值溢价已较为明显，明年风格有望略向价值回归。</p>\n<p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>研究所策略首席分析师陈显顺表示，2022年上半年先进后守，春季躁动接棒跨年行情。下半年伴随经济逐步回暖以及政策不确定性的下降，市场将逐步回温。</p>\n<p>行业配置方面，陈显顺指出，低估值+盈利反转逻辑最强的大众消费品为核心配置主线，兼具高胜率与高赔率。</p>\n<p>1、大众消费推荐：1）基本面反转拐点：种植/畜牧养殖；2）竞争格局改善：白酒/乳制品/调味品/纺织服装等；3）反转预期提前：整车/汽零/小家电/白电等。</p>\n<p>2、推荐出口景气与国产替代率先破局，成本压力收敛后盈利修复共振的高端制造。</p>\n<p>3、2022年具备高确定性的景气成长仍是最强绝对收益主线：1）能源结构转型背景下中期持续受益的新能源产业链，新能源车/绿电；2）凭借技术创新+国产替代贡献核心需求增量的科技制造。</p>\n<p>4、中观视角结构性反转机会。</p>\n<p>汇丰晋信研究总监、基金经理陆彬表示，2022年市场的关键词是“价值回归、优质成长”。他把市场划分为4个方向：</p>\n<p>第一个方向是核心资产，主要包括医药、消费、新能源等长期空间比较大、优质公司比较多的行业。陆彬称，今年我们聚焦投资在新能源行业，今年年初低配消费和医药，但明年我们可能会在这些行业里面寻找估值和基本面的平衡。未来几个月，新能源行业可能迎来系统性的估值提升。</p>\n<p>第二个方向是指数权重股中的低估值价值类。房地产行业明年可能会迎来估值提升的机会。</p>\n<p>第三个方向是PEG成长类的行业。在这个领域里，会优选高端装备、新材料、汽车电子、计算机等。</p>\n<p>最后一个方向是周期类行业。整体来说，周期类的投资机会可能进入尾声，会更多关注和碳中和密切相关的周期细分行业，以及跟农业尤其是猪周期相关的投资机会。</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>什么信号？外资连续11天加仓，看上了哪些股？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n什么信号？外资连续11天加仓，看上了哪些股？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-12-16 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>这两天，虽然大盘指数有所调整，行情趋于平淡，但外资依然雷打不动，继续在A股市场上“买买买”。</p>\n<p><b>自12月1日以来，北向资金已连续11个交易日加仓A股，合计净买入金额高达762亿元。尤其是在上周，北向资金创下488亿元的单周最大净买入纪录。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cbdd3e2c7d39b2bd6b0f7cc0686d1a43\" tg-width=\"554\" tg-height=\"268\" referrerpolicy=\"no-referrer\"></p>\n<p>政策支持叠加人民币升值，吸引外资跑步进场。那么这些资金都盯上了哪些股票呢？明年又该如何投资？</p>\n<p><b>外资连续第11个交易日加仓A股</b></p>\n<p>12月15日，北向资金小幅净买入7.52亿元，虽然流入速度放缓，但这已是北向资金连续第11个交易日加仓A股。</p>\n<p>当天，前十大成交股中，净买入额居前五的是<a href=\"https://laohu8.com/S/300059\">东方财富</a>、<a href=\"https://laohu8.com/S/300274\">阳光电源</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/600089\">特变电工</a>、<a href=\"https://laohu8.com/S/600900\">长江电力</a>，分别获净买入7.19亿元、4.96亿元、4.14亿元、3.68亿元、3.36亿元；净卖出额居前五的是<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/000001\">平安银行</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/600406\">国电南瑞</a>，净卖出额分别为6.96亿元、5.12亿元、3.14亿元、2.71亿元、2.01亿元。</p>\n<p><b>值得一提的是，东方财富已连续8个交易日被外资扫货，累计净买入金额超过68亿元。从股价来看，东方财富可谓表现强势，8个交易日中有7天是上涨的。近三个交易日，该股更是连续三天创收盘价历史新高，最新股价为38.67元，市值为3997亿元。</b></p>\n<p><b>外资近期看上了哪些股票？</b></p>\n<p>统计数据显示，自12月1日以来，北向资金连续11个交易日加仓A股，合计净买入金额高达762亿元。今年以来，北向资金合计净买入4194亿元，比去年全年高出2100亿元。</p>\n<p>东莞证券分析师费小平指出，近期北向资金表现积极，政策支持叠加人民币升值，吸引北向资金年末跑步进场。在人民币汇率维持相对坚挺背景下，国际资金仍有持续流入动力。</p>\n<p>统计数据显示，近11个交易日，北向资金净买入前10名分别是东方财富、贵州茅台、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、五粮液、<a href=\"https://laohu8.com/S/601318\">中国平安</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>，分别获净买入66.33亿元、44.48亿元、42.20亿元、30.71亿元、30.52亿元、17.54亿元、16.96亿元、16.34亿元、14.34亿元、12.13亿元。由此可见，金融及消费股最受外资青睐。</p>\n<p>费小平表示，近期北向资金对A股增持明显，食品饮料、银行、非银金融、电子和家用电器流入居前。北向资金风格切换至消费、金融等价值蓝筹个股，而军工、电气设备等成长板块则表现较弱。从历史来看，北向资金的持仓变化与市场走势较为贴近，对A股整体走势具有一定的前瞻和指引作用。建议积极布局跨年行情，布局北向资金增持较多的消费、金融等价值蓝筹股。</p>\n<p><b><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>晋信基金认为，北向资金作为市场的风向标之一，大举进入传统蓝筹白马行业，或许也意味着市场风格正在逐步从高景气高成长行业向相对低估值的白马蓝筹切换。</b></p>\n<p><b>明年大盘会怎么走？</b></p>\n<p>2022年即将到来，A股行情又将如何演绎？</p>\n<p><a href=\"https://laohu8.com/S/600837\">海通证券</a>首席经济学家荀玉根认为，A股在经历2019-2021年三年上涨后，2022年在利率制约估值和盈利下行的双重压力下，A股市场或将迎来休整，历史上在这类市场环境下大盘和价值往往是较好的选择。</p>\n<p>荀玉根指出，市值风格上，明年有望延续2016年以来的趋势，即大盘略优；成长价值风格方面，从时间上看本轮成长占优的周期持续三年，未来成长风格或还存在延续的可能，但考虑到目前成长相对价值的估值溢价已较为明显，明年风格有望略向价值回归。</p>\n<p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>研究所策略首席分析师陈显顺表示，2022年上半年先进后守，春季躁动接棒跨年行情。下半年伴随经济逐步回暖以及政策不确定性的下降，市场将逐步回温。</p>\n<p>行业配置方面，陈显顺指出，低估值+盈利反转逻辑最强的大众消费品为核心配置主线，兼具高胜率与高赔率。</p>\n<p>1、大众消费推荐：1）基本面反转拐点：种植/畜牧养殖；2）竞争格局改善：白酒/乳制品/调味品/纺织服装等；3）反转预期提前：整车/汽零/小家电/白电等。</p>\n<p>2、推荐出口景气与国产替代率先破局，成本压力收敛后盈利修复共振的高端制造。</p>\n<p>3、2022年具备高确定性的景气成长仍是最强绝对收益主线：1）能源结构转型背景下中期持续受益的新能源产业链，新能源车/绿电；2）凭借技术创新+国产替代贡献核心需求增量的科技制造。</p>\n<p>4、中观视角结构性反转机会。</p>\n<p>汇丰晋信研究总监、基金经理陆彬表示，2022年市场的关键词是“价值回归、优质成长”。他把市场划分为4个方向：</p>\n<p>第一个方向是核心资产，主要包括医药、消费、新能源等长期空间比较大、优质公司比较多的行业。陆彬称，今年我们聚焦投资在新能源行业，今年年初低配消费和医药，但明年我们可能会在这些行业里面寻找估值和基本面的平衡。未来几个月，新能源行业可能迎来系统性的估值提升。</p>\n<p>第二个方向是指数权重股中的低估值价值类。房地产行业明年可能会迎来估值提升的机会。</p>\n<p>第三个方向是PEG成长类的行业。在这个领域里，会优选高端装备、新材料、汽车电子、计算机等。</p>\n<p>最后一个方向是周期类行业。整体来说，周期类的投资机会可能进入尾声，会更多关注和碳中和密切相关的周期细分行业，以及跟农业尤其是猪周期相关的投资机会。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00745cd781f91ef6ef359064c639fbb","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199495199","content_text":"这两天，虽然大盘指数有所调整，行情趋于平淡，但外资依然雷打不动，继续在A股市场上“买买买”。\n自12月1日以来，北向资金已连续11个交易日加仓A股，合计净买入金额高达762亿元。尤其是在上周，北向资金创下488亿元的单周最大净买入纪录。\n\n政策支持叠加人民币升值，吸引外资跑步进场。那么这些资金都盯上了哪些股票呢？明年又该如何投资？\n外资连续第11个交易日加仓A股\n12月15日，北向资金小幅净买入7.52亿元，虽然流入速度放缓，但这已是北向资金连续第11个交易日加仓A股。\n当天，前十大成交股中，净买入额居前五的是东方财富、阳光电源、五粮液、特变电工、长江电力，分别获净买入7.19亿元、4.96亿元、4.14亿元、3.68亿元、3.36亿元；净卖出额居前五的是药明康德、平安银行、隆基股份、贵州茅台、国电南瑞，净卖出额分别为6.96亿元、5.12亿元、3.14亿元、2.71亿元、2.01亿元。\n值得一提的是，东方财富已连续8个交易日被外资扫货，累计净买入金额超过68亿元。从股价来看，东方财富可谓表现强势，8个交易日中有7天是上涨的。近三个交易日，该股更是连续三天创收盘价历史新高，最新股价为38.67元，市值为3997亿元。\n外资近期看上了哪些股票？\n统计数据显示，自12月1日以来，北向资金连续11个交易日加仓A股，合计净买入金额高达762亿元。今年以来，北向资金合计净买入4194亿元，比去年全年高出2100亿元。\n东莞证券分析师费小平指出，近期北向资金表现积极，政策支持叠加人民币升值，吸引北向资金年末跑步进场。在人民币汇率维持相对坚挺背景下，国际资金仍有持续流入动力。\n统计数据显示，近11个交易日，北向资金净买入前10名分别是东方财富、贵州茅台、招商银行、五粮液、中国平安、中国中免、中信证券、兆易创新、洋河股份、韦尔股份，分别获净买入66.33亿元、44.48亿元、42.20亿元、30.71亿元、30.52亿元、17.54亿元、16.96亿元、16.34亿元、14.34亿元、12.13亿元。由此可见，金融及消费股最受外资青睐。\n费小平表示，近期北向资金对A股增持明显，食品饮料、银行、非银金融、电子和家用电器流入居前。北向资金风格切换至消费、金融等价值蓝筹个股，而军工、电气设备等成长板块则表现较弱。从历史来看，北向资金的持仓变化与市场走势较为贴近，对A股整体走势具有一定的前瞻和指引作用。建议积极布局跨年行情，布局北向资金增持较多的消费、金融等价值蓝筹股。\n汇丰晋信基金认为，北向资金作为市场的风向标之一，大举进入传统蓝筹白马行业，或许也意味着市场风格正在逐步从高景气高成长行业向相对低估值的白马蓝筹切换。\n明年大盘会怎么走？\n2022年即将到来，A股行情又将如何演绎？\n海通证券首席经济学家荀玉根认为，A股在经历2019-2021年三年上涨后，2022年在利率制约估值和盈利下行的双重压力下，A股市场或将迎来休整，历史上在这类市场环境下大盘和价值往往是较好的选择。\n荀玉根指出，市值风格上，明年有望延续2016年以来的趋势，即大盘略优；成长价值风格方面，从时间上看本轮成长占优的周期持续三年，未来成长风格或还存在延续的可能，但考虑到目前成长相对价值的估值溢价已较为明显，明年风格有望略向价值回归。\n国泰君安研究所策略首席分析师陈显顺表示，2022年上半年先进后守，春季躁动接棒跨年行情。下半年伴随经济逐步回暖以及政策不确定性的下降，市场将逐步回温。\n行业配置方面，陈显顺指出，低估值+盈利反转逻辑最强的大众消费品为核心配置主线，兼具高胜率与高赔率。\n1、大众消费推荐：1）基本面反转拐点：种植/畜牧养殖；2）竞争格局改善：白酒/乳制品/调味品/纺织服装等；3）反转预期提前：整车/汽零/小家电/白电等。\n2、推荐出口景气与国产替代率先破局，成本压力收敛后盈利修复共振的高端制造。\n3、2022年具备高确定性的景气成长仍是最强绝对收益主线：1）能源结构转型背景下中期持续受益的新能源产业链，新能源车/绿电；2）凭借技术创新+国产替代贡献核心需求增量的科技制造。\n4、中观视角结构性反转机会。\n汇丰晋信研究总监、基金经理陆彬表示，2022年市场的关键词是“价值回归、优质成长”。他把市场划分为4个方向：\n第一个方向是核心资产，主要包括医药、消费、新能源等长期空间比较大、优质公司比较多的行业。陆彬称，今年我们聚焦投资在新能源行业，今年年初低配消费和医药，但明年我们可能会在这些行业里面寻找估值和基本面的平衡。未来几个月，新能源行业可能迎来系统性的估值提升。\n第二个方向是指数权重股中的低估值价值类。房地产行业明年可能会迎来估值提升的机会。\n第三个方向是PEG成长类的行业。在这个领域里，会优选高端装备、新材料、汽车电子、计算机等。\n最后一个方向是周期类行业。整体来说，周期类的投资机会可能进入尾声，会更多关注和碳中和密切相关的周期细分行业，以及跟农业尤其是猪周期相关的投资机会。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605381631,"gmtCreate":1639113867581,"gmtModify":1639113952755,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":" 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","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609471166","repostId":"2188998537","repostType":2,"repost":{"id":"2188998537","kind":"news","pubTimestamp":1638314555,"share":"https://www.laohu8.com/m/news/2188998537?lang=zh_CN&edition=full","pubTime":"2021-12-01 07:22","market":"us","language":"zh","title":"苹果为Beats Fit Pro耳机发布4B65固件更新","url":"https://stock-news.laohu8.com/highlight/detail?id=2188998537","media":"IT之家","summary":"据 MacRumors 报道，苹果今日为 Beats Fit Pro 耳机发布了新的 4B65 固件更新，该耳机上一个固件版本是 4B58。苹果在 11 月 1 日正式发布了Beats Fit Pro 耳机，该耳机为入耳式耳机，采用创新的耳翼设计，还搭载苹果 H1 芯片。该耳机支持主动降噪、空间音频等功能，国行版的售价为 1599 元。苹果耳机的固件升级没有标准化的方法，用户可以在耳机充电的情况下将其连接到iPhone或iPad上，这样就可以自动更新固件。","content":"<html><body><p>据 MacRumors 报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今日为 Beats Fit Pro 耳机发布了新的 4B65 固件更新，该耳机上一个固件版本是 4B58。</p>\n<figure>\n<img h=\"478\" src=\"http://n.sinaimg.cn/spider20211201/579/w901h478/20211201/f0d6-0e8aeab1b2d89679f28be766fef1fd83.png\" w=\"901\"/>\n<h2></h2>\n</figure>\n<p>苹果并没有提供有关 Beats Fit Pro 耳机 4B65 固件更新中包含内容的信息，如果有IT之家的小伙伴发现了本次更新有哪些改进、错误修复以及新增功能，欢迎来投稿。</p>\n<figure>\n<img h=\"418\" src=\"http://n.sinaimg.cn/spider20211201/404/w786h418/20211201/030a-8fda2cc8a886bf13f9d62b00023b5f36.png\" w=\"786\"/>\n<h2></h2>\n</figure>\n<div sax-type=\"proxy\"></div><p>苹果在 11 月 1 日正式发布了 Beats Fit Pro 耳机，该耳机为入耳式耳机，采用创新的耳翼设计，还搭载苹果 H1 芯片。该耳机支持主动降噪、空间音频等功能，国行版的售价为 1599 元。</p>\n<p>苹果耳机的固件升级没有标准化的方法，用户可以在耳机充电的情况下将其连接到 iPhone 或 iPad 上，这样就可以自动更新固件。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>苹果为Beats Fit Pro耳机发布4B65固件更新</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果为Beats Fit Pro耳机发布4B65固件更新\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 07:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/mobile/xp/2021-12-01/detail-ikyamrmy6091071.d.html?vt=4><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据 MacRumors 报道，苹果今日为 Beats Fit Pro 耳机发布了新的 4B65 固件更新，该耳机上一个固件版本是 4B58。\n\n\n\n\n苹果并没有提供有关 Beats Fit Pro 耳机 4B65 固件更新中包含内容的信息，如果有IT之家的小伙伴发现了本次更新有哪些改进、错误修复以及新增功能，欢迎来投稿。\n\n\n\n\n苹果在 11 月 1 日正式发布了 Beats Fit Pro 耳机...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2021-12-01/detail-ikyamrmy6091071.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/667/w400h267/20211201/aea7-8731b5c5dd3c97ae9687cb6aea317782.jpg/w120h90l50t1315.jpg","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","AAPL":"苹果","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4505":"高瓴资本持仓"},"source_url":"https://tech.sina.cn/mobile/xp/2021-12-01/detail-ikyamrmy6091071.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188998537","content_text":"据 MacRumors 报道，苹果今日为 Beats Fit Pro 耳机发布了新的 4B65 固件更新，该耳机上一个固件版本是 4B58。\n\n\n\n\n苹果并没有提供有关 Beats Fit Pro 耳机 4B65 固件更新中包含内容的信息，如果有IT之家的小伙伴发现了本次更新有哪些改进、错误修复以及新增功能，欢迎来投稿。\n\n\n\n\n苹果在 11 月 1 日正式发布了 Beats Fit Pro 耳机，该耳机为入耳式耳机，采用创新的耳翼设计，还搭载苹果 H1 芯片。该耳机支持主动降噪、空间音频等功能，国行版的售价为 1599 元。\n苹果耳机的固件升级没有标准化的方法，用户可以在耳机充电的情况下将其连接到 iPhone 或 iPad 上，这样就可以自动更新固件。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609833899,"gmtCreate":1638262169122,"gmtModify":1638262169122,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":" . ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609833899","repostId":"2187171300","repostType":4,"repost":{"id":"2187171300","kind":"news","pubTimestamp":1638257046,"share":"https://www.laohu8.com/m/news/2187171300?lang=zh_CN&edition=full","pubTime":"2021-11-30 15:24","market":"hk","language":"zh","title":"瑞银：予理想汽车“买入”评级，目标价升至47美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2187171300","media":"智通财经","summary":"瑞银发布研究报告，予理想汽车“买入”评级，第三季表现超预期，目标价由46美元升至47美元。\n报告中称，公司季内营运亏损仅为9800万元人民币(下同)，少于市场和该行预测的3亿-4亿元，而经调整经营利润","content":"<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布研究报告，予<a href=\"https://laohu8.com/S/LI\">理想汽车</a>“买入”评级，第三季表现超预期，目标价由46美元升至47美元。</p>\n<p>报告中称，公司季内营运亏损仅为9800万元人民币(下同)，少于市场和该行预测的3亿-4亿元，而经调整经营利润取得3.36亿元，在现阶段瑞银认为表现理想。本季度的自由现金流为12亿元，与同业相比非常突出。</p>\n<p>另外，管理层指引第四季的交付量为3万至3.2万辆汽车，意味着11月或12月的月交付量为1.1万至1.2万辆，温和高于市场预期。从长远来看，公司仍然致力于开发EREV和BEV，以及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶舱和先进驾驶辅助系统(ADAS)，并通过建立北京生产基地扩大产能。</p>","source":"stock_zhitongcaijing","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>瑞银：予理想汽车“买入”评级，目标价升至47美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银：予理想汽车“买入”评级，目标价升至47美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 15:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/611968.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银发布研究报告，予理想汽车“买入”评级，第三季表现超预期，目标价由46美元升至47美元。\n报告中称，公司季内营运亏损仅为9800万元人民币(下同)，少于市场和该行预测的3亿-4亿元，而经调整经营利润取得3.36亿元，在现阶段瑞银认为表现理想。本季度的自由现金流为12亿元，与同业相比非常突出。\n另外，管理层指引第四季的交付量为3万至3.2万辆汽车，意味着11月或12月的月交付量为1.1万至1.2...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/611968.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/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/611968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187171300","content_text":"瑞银发布研究报告，予理想汽车“买入”评级，第三季表现超预期，目标价由46美元升至47美元。\n报告中称，公司季内营运亏损仅为9800万元人民币(下同)，少于市场和该行预测的3亿-4亿元，而经调整经营利润取得3.36亿元，在现阶段瑞银认为表现理想。本季度的自由现金流为12亿元，与同业相比非常突出。\n另外，管理层指引第四季的交付量为3万至3.2万辆汽车，意味着11月或12月的月交付量为1.1万至1.2万辆，温和高于市场预期。从长远来看，公司仍然致力于开发EREV和BEV，以及智能驾驶舱和先进驾驶辅助系统(ADAS)，并通过建立北京生产基地扩大产能。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877727996,"gmtCreate":1637988143449,"gmtModify":1637988143449,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":" . 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","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875315774","repostId":"1141256504","repostType":4,"repost":{"id":"1141256504","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":1637594362,"share":"https://www.laohu8.com/m/news/1141256504?lang=zh_CN&edition=full","pubTime":"2021-11-22 23:19","market":"us","language":"zh","title":"蔚来涨幅扩大至10%，现报42.53美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1141256504","media":"老虎资讯综合","summary":"11月22日，$蔚来$涨幅扩大至10%，现报42.53美元。时隔两个月，蔚来总额20亿美元的融资终于完成。通过在市场上发售，该公司共筹集了约20亿美元的融资，以募资额计算，此次发行每股ADS价值约37.53美元。财报显示，蔚来第三季度的销售成本为78.12亿元，较2020年第三季度增长98.3%，较2021年第二季度增长13.6%；研发费用为11.93亿元，同比增长101.9%；销售、一般和管理费用为18.25亿元，同比增长94.1%。","content":"<p>11月22日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨幅扩大至10%，现报42.53美元。</p>\n<p><img src=\"https://static.tigerbbs.com/367226cad959581e214df4b7936639ca\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>赴港上市前发行美国存托股票，蔚来融资20亿美元“补血”</b></p>\n<p>时隔两个月，蔚来总额20亿美元的融资终于完成。</p>\n<p>日前，蔚来汽车发布消息称，公司已经完成了美国存托股票（ADS）在市场上的发行，每股相当于公司一股A类普通股。通过在市场上发售，该公司共筹集了约20亿美元的融资，以募资额计算，此次发行每股ADS价值约37.53美元。</p>\n<p>本轮融资开始于今年9月。蔚来官方表示，该笔筹资金额将用于进一步加强其资产负债表以及一般企业用途。换言之，蔚来将使用这笔资金加速产能提升和研发投入。</p>\n<p>今年10月，蔚来月交付量只有3667辆，同比下降27%。对此，蔚来解释称10月份交付量下滑的原因是由于江淮蔚来合肥生产基地改造停工导致，10月下旬工厂已经逐步恢复生产。外界预计，蔚来销量将在11月开始逐步回暖。</p>\n<p>为了提升产能，蔚来正在加快第二生产基地的建设工作，11月底开始设备安装，明年第三季度正式投产。目前两个工厂规划最大产能是每年60万辆，短期内能够满足需要。与此同时，蔚来还计划在明年陆续推出几款新车型。</p>\n<p>根据李斌在财报会上透露的信息，2022年第一季度，蔚来下一款量产车型ET7会率先推向市场，2022年下半年，另外两款基于NT2.0的车也将向用户开启交付。</p>\n<p>工厂建设和新车的研发都需要持续不断的资金投入。事实上，蔚来的本轮融资开始于今年9月，彼时小鹏、理想相继在港股二次上市，而蔚来由于种种原因未能如期登陆港股，因此比小鹏、理想少了一个融资渠道。此情况下，在美股发售ADS，被认为是蔚来的替代方案。</p>\n<p>在今年蔚来的第三季度财报中，蔚来总收入为98.05亿元，同比增长116.6%，环比增长16.1%，但蔚来的亏损也进一步扩大，第三季度蔚来净亏损达28.59亿元，同比扩大140.7%，环比扩大333.6%。</p>\n<p>蔚来第三季度净亏损主要体现在销售、研发和销售、一般和管理费用上。</p>\n<p>财报显示，蔚来第三季度的销售成本为78.12亿元，较2020年第三季度增长98.3%，较2021年第二季度增长13.6%；研发费用为11.93亿元，同比增长101.9%；销售、一般和管理费用为18.25亿元，同比增长94.1%。</p>\n<p>不断增加的成本之下，蔚来需要稳定的融资渠道。在三季度电话会上，蔚来CFO奉玮回应称，公司正在探索在港上市的多种可能性，在未来也会做出必要的评估与交涉。</p>\n<p></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>蔚来涨幅扩大至10%，现报42.53美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来涨幅扩大至10%，现报42.53美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-22 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月22日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨幅扩大至10%，现报42.53美元。</p>\n<p><img src=\"https://static.tigerbbs.com/367226cad959581e214df4b7936639ca\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>赴港上市前发行美国存托股票，蔚来融资20亿美元“补血”</b></p>\n<p>时隔两个月，蔚来总额20亿美元的融资终于完成。</p>\n<p>日前，蔚来汽车发布消息称，公司已经完成了美国存托股票（ADS）在市场上的发行，每股相当于公司一股A类普通股。通过在市场上发售，该公司共筹集了约20亿美元的融资，以募资额计算，此次发行每股ADS价值约37.53美元。</p>\n<p>本轮融资开始于今年9月。蔚来官方表示，该笔筹资金额将用于进一步加强其资产负债表以及一般企业用途。换言之，蔚来将使用这笔资金加速产能提升和研发投入。</p>\n<p>今年10月，蔚来月交付量只有3667辆，同比下降27%。对此，蔚来解释称10月份交付量下滑的原因是由于江淮蔚来合肥生产基地改造停工导致，10月下旬工厂已经逐步恢复生产。外界预计，蔚来销量将在11月开始逐步回暖。</p>\n<p>为了提升产能，蔚来正在加快第二生产基地的建设工作，11月底开始设备安装，明年第三季度正式投产。目前两个工厂规划最大产能是每年60万辆，短期内能够满足需要。与此同时，蔚来还计划在明年陆续推出几款新车型。</p>\n<p>根据李斌在财报会上透露的信息，2022年第一季度，蔚来下一款量产车型ET7会率先推向市场，2022年下半年，另外两款基于NT2.0的车也将向用户开启交付。</p>\n<p>工厂建设和新车的研发都需要持续不断的资金投入。事实上，蔚来的本轮融资开始于今年9月，彼时小鹏、理想相继在港股二次上市，而蔚来由于种种原因未能如期登陆港股，因此比小鹏、理想少了一个融资渠道。此情况下，在美股发售ADS，被认为是蔚来的替代方案。</p>\n<p>在今年蔚来的第三季度财报中，蔚来总收入为98.05亿元，同比增长116.6%，环比增长16.1%，但蔚来的亏损也进一步扩大，第三季度蔚来净亏损达28.59亿元，同比扩大140.7%，环比扩大333.6%。</p>\n<p>蔚来第三季度净亏损主要体现在销售、研发和销售、一般和管理费用上。</p>\n<p>财报显示，蔚来第三季度的销售成本为78.12亿元，较2020年第三季度增长98.3%，较2021年第二季度增长13.6%；研发费用为11.93亿元，同比增长101.9%；销售、一般和管理费用为18.25亿元，同比增长94.1%。</p>\n<p>不断增加的成本之下，蔚来需要稳定的融资渠道。在三季度电话会上，蔚来CFO奉玮回应称，公司正在探索在港上市的多种可能性，在未来也会做出必要的评估与交涉。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"BK4555":"新能源车","BK4504":"桥水持仓","BK4505":"高瓴资本持仓","BK4531":"中概回港概念","BK4526":"热门中概股","BK4509":"腾讯概念","BK4099":"汽车制造商","NIO":"蔚来","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141256504","content_text":"11月22日，蔚来涨幅扩大至10%，现报42.53美元。\n\n赴港上市前发行美国存托股票，蔚来融资20亿美元“补血”\n时隔两个月，蔚来总额20亿美元的融资终于完成。\n日前，蔚来汽车发布消息称，公司已经完成了美国存托股票（ADS）在市场上的发行，每股相当于公司一股A类普通股。通过在市场上发售，该公司共筹集了约20亿美元的融资，以募资额计算，此次发行每股ADS价值约37.53美元。\n本轮融资开始于今年9月。蔚来官方表示，该笔筹资金额将用于进一步加强其资产负债表以及一般企业用途。换言之，蔚来将使用这笔资金加速产能提升和研发投入。\n今年10月，蔚来月交付量只有3667辆，同比下降27%。对此，蔚来解释称10月份交付量下滑的原因是由于江淮蔚来合肥生产基地改造停工导致，10月下旬工厂已经逐步恢复生产。外界预计，蔚来销量将在11月开始逐步回暖。\n为了提升产能，蔚来正在加快第二生产基地的建设工作，11月底开始设备安装，明年第三季度正式投产。目前两个工厂规划最大产能是每年60万辆，短期内能够满足需要。与此同时，蔚来还计划在明年陆续推出几款新车型。\n根据李斌在财报会上透露的信息，2022年第一季度，蔚来下一款量产车型ET7会率先推向市场，2022年下半年，另外两款基于NT2.0的车也将向用户开启交付。\n工厂建设和新车的研发都需要持续不断的资金投入。事实上，蔚来的本轮融资开始于今年9月，彼时小鹏、理想相继在港股二次上市，而蔚来由于种种原因未能如期登陆港股，因此比小鹏、理想少了一个融资渠道。此情况下，在美股发售ADS，被认为是蔚来的替代方案。\n在今年蔚来的第三季度财报中，蔚来总收入为98.05亿元，同比增长116.6%，环比增长16.1%，但蔚来的亏损也进一步扩大，第三季度蔚来净亏损达28.59亿元，同比扩大140.7%，环比扩大333.6%。\n蔚来第三季度净亏损主要体现在销售、研发和销售、一般和管理费用上。\n财报显示，蔚来第三季度的销售成本为78.12亿元，较2020年第三季度增长98.3%，较2021年第二季度增长13.6%；研发费用为11.93亿元，同比增长101.9%；销售、一般和管理费用为18.25亿元，同比增长94.1%。\n不断增加的成本之下，蔚来需要稳定的融资渠道。在三季度电话会上，蔚来CFO奉玮回应称，公司正在探索在港上市的多种可能性，在未来也会做出必要的评估与交涉。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879569596,"gmtCreate":1636739853077,"gmtModify":1636739880304,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":" . 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