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2021-09-21

$理想汽车-W(02015)$理想产品还可以，但高管和公司管理太差，股价难起。产品销量向好了，直接出来放个大卫星把预期拉满，利好也变的不再是利好。结果又实现不了，转成大利空

2021-09-16

$吉利汽车(00175)$每天都是高开低走，年内区间20～29？

2021-08-31

$理想汽车-W(02015)$不能快速铺到3～4款车，严重限制了理想汽车的空间

2021-08-26

$快手-W(01024)$好垃圾，奇怪当时投行怎么达成的共识炒到400多

2021-08-19

看跌，目标价又高于当前价，看不懂逻辑

唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前中国科技股的溃败将持续下去

2021-08-11

$理想汽车-W(02015)$理想香港上市真是割的一手好韭菜

2021-08-03

$腾讯控股(00700)$不管怎么伪装，先到360

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href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>每天都是高开低走，年内区间20～29？","text":"$吉利汽车(00175)$每天都是高开低走，年内区间20～29？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885350539","isVote":1,"tweetType":1,"viewCount":2488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818319001,"gmtCreate":1630375384203,"gmtModify":1704959329774,"author":{"id":"3578003303919996","authorId":"3578003303919996","name":"playcenter","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578003303919996","authorIdStr":"3578003303919996"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>不能快速铺到3～4款车，严重限制了理想汽车的空间","listText":"<a 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14:53","market":"fut","language":"zh","title":"唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去","url":"https://stock-news.laohu8.com/highlight/detail?id=2160757948","media":"FX168","summary":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团和<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>给出“卖出”评级的分析师。</p><p><img oldsrc=\"W020210819531617999727.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531617999727.jpg\"/></p><p>(截图来源：《南华早报》)</p><p>文章指出，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。</p><p>Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”</p><p>7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。</p><p>在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。</p><p>Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”</p><p>Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。</p><p>这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。</p><p><img oldsrc=\"W020210819531618077973.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531618077973.jpg\"/></p><p>(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)</p><p>欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”</p><p>本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。</p><p>Manuel Muhl补充说：“很明显，没有人有任何法律手段来反对这些决定。公司不能投诉，投资者也不能保护自己的产权。无论如何，我们发现很难推荐投资一个具有如此多不确定性的行业。”</p></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    中国股市\n                                                \n</li>\n<li>\n\n                                                    中国\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.fx168.com/usstock/2108/5279405.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。...</p>\n\n<a href=\"https://www.fx168.com/usstock/2108/5279405.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.fx168.com/usstock/2108/W020210819532477710486.jpg","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.fx168.com/usstock/2108/5279405.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160757948","content_text":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。(截图来源：《南华早报》)文章指出，滴滴因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。Manuel 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>好垃圾，奇怪当时投行怎么达成的共识炒到400多","text":"$快手-W(01024)$好垃圾，奇怪当时投行怎么达成的共识炒到400多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810843425","isVote":1,"tweetType":1,"viewCount":3073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838032912,"gmtCreate":1629357316636,"gmtModify":1629357316636,"author":{"id":"3578003303919996","authorId":"3578003303919996","name":"playcenter","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578003303919996","authorIdStr":"3578003303919996"},"themes":[],"htmlText":"看跌，目标价又高于当前价，看不懂逻辑","listText":"看跌，目标价又高于当前价，看不懂逻辑","text":"看跌，目标价又高于当前价，看不懂逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838032912","repostId":"2160757948","repostType":2,"repost":{"id":"2160757948","kind":"news","pubTimestamp":1629355980,"share":"https://www.laohu8.com/m/news/2160757948?lang=&edition=full","pubTime":"2021-08-19 14:53","market":"fut","language":"zh","title":"唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去","url":"https://stock-news.laohu8.com/highlight/detail?id=2160757948","media":"FX168","summary":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团和<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>给出“卖出”评级的分析师。</p><p><img oldsrc=\"W020210819531617999727.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531617999727.jpg\"/></p><p>(截图来源：《南华早报》)</p><p>文章指出，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。</p><p>Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”</p><p>7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。</p><p>在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。</p><p>Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”</p><p>Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。</p><p>这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。</p><p><img oldsrc=\"W020210819531618077973.jpg\" src=\"https://www.fx168.com/usstock/2108/W020210819531618077973.jpg\"/></p><p>(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)</p><p>欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”</p><p>本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。</p><p>Manuel Muhl补充说：“很明显，没有人有任何法律手段来反对这些决定。公司不能投诉，投资者也不能保护自己的产权。无论如何，我们发现很难推荐投资一个具有如此多不确定性的行业。”</p></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    中国股市\n                                                \n</li>\n<li>\n\n                                                    中国\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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唯一看空阿里巴巴和腾讯的分析师：在中国宣布结束打击之前 中国科技股的溃败将持续下去\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.fx168.com/usstock/2108/5279405.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。...</p>\n\n<a href=\"https://www.fx168.com/usstock/2108/5279405.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.fx168.com/usstock/2108/W020210819532477710486.jpg","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.fx168.com/usstock/2108/5279405.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160757948","content_text":"FX168财经报社(香港)讯 《南华早报》周四(8月19日)撰文称，在德国中央合作银行(DZ Bank)分析师Manuel Muhl看来，在中国政府恢复投资者对科技股的信任之前，困扰中国科技股的万亿美元溃败可能不会结束，因为在出人意料的监管打击之后，投资者已经失去了防御能力。Muhl上月下调了中国互联网平台行业的评级，使他成为全球唯一一位对该行业标杆阿里巴巴集团和腾讯控股给出“卖出”评级的分析师。(截图来源：《南华早报》)文章指出，滴滴因公司治理失误而失去信任，以及中国互联网经济中从电子商务到营利性校外辅导的监管收紧，这些都对基本的股票估值模型造成了冲击。Muhl在接受《南华早报》采访时表示：“要使该行业触底并有可能复苏，政府需要恢复被它摧毁的信任。要做到这一点，他们只能公开声明，他们的打压已经达到目的，暂时结束了。那是什么时候呢？”7月份，中国科技和教育类股下跌，使它们在国内和美国的市值蒸发了1.2万亿美元，令基金经理和主权财富基金遭受重创。对滴滴的调查和对辅导业务的整顿，推翻了去年11月的反垄断打击是一次性事件风险的观点。在与美国进行了多年的技术战争后，中国正在加强数据隐私保护，同时根除在线平台运营商的反竞争行为，以稳定经济。Muhl补充道：“例如，滴滴的IPO激怒了很多投资者，暴露了整个行业的公司治理问题。这损害了投资者对中国存托凭证的信任。我们现在看到的教育板块简直就是国有化。一眨眼的功夫，投资者几乎失去了全部投资。”Muhl将阿里巴巴的ADR评级下调为“卖出”，目标价为196美元，同时将腾讯在香港的目标价下调为490港元。这两只股票目前的交易价格比他的目标价都低10%以上，这让那些注意到他“卖出”建议的投资者获利了结。这使得Muhl成为在50多名看涨证券分析师中唯一的看跌者，尽管最近多次下调股价评级，但这些分析师仍维持对这两支股票的“买入”或“持有”判断。(截止2021年6月30日全球最大对冲基金桥水的持股情况 来源：《南华早报》)欧洲最大的资产管理公司——东方汇理资产管理公司(Amundi)在8月10日曾表示：“对投资者来说，坏消息是，短期内当前的监管浪潮可能会持续，并可能加剧。最近的监管变化突显出，除了信贷和流动性/利率等传统政策驱动因素外，还有一层风险可能影响投资框架。”本周，美国证券交易委员会(SEC)也警告投资者不要投资在美上市的中国公司。投资者只持有离岸可变利益实体(VIE)，东方汇理表示，这种安排可能会受到更严格的审查，并促使公司采取退市措施。Manuel Muhl补充说：“很明显，没有人有任何法律手段来反对这些决定。公司不能投诉，投资者也不能保护自己的产权。无论如何，我们发现很难推荐投资一个具有如此多不确定性的行业。”\n\n\n\n\n\n                                                    中国股市\n                                                \n\n\n\n                                                    中国\n                                                \n\n\n\n\n\n分享","news_type":1},"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}