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choysk86

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2021-08-01

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2021-07-22

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2021-08-10

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2021-09-13

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2021-08-08

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SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>

2021-11-07

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2021-11-06

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U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021<blockquote>美国夏令时将于2021年11月7日星期日结束</blockquote>

2021-08-20

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2021-10-29

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2021-07-31

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Jim Cramer: Robinhood's IPO Debacle Shows How Little Has Changed Over the Decades<blockquote>吉姆·克莱默：Robinhood的IPO惨败表明几十年来变化很小</blockquote>

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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部分热门中概股拉升，贝壳、阿里巴巴涨逾4%\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 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月14日，部分热门中概股拉升，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨逾4%，携程、欢聚、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/f2f59d9ef9f308160f4911563e41cdd1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BK4558":"双十一","BK4565":"NFT概念","BK4504":"桥水持仓","BK4526":"热门中概股","BK4509":"腾讯概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4548":"巴美列捷福持仓","09988":"阿里巴巴-W","BABA":"阿里巴巴","BK4524":"宅经济概念","BEKE":"贝壳","BK4503":"景林资产持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4538":"云计算","BK4531":"中概回港概念"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199544006","content_text":"12月14日，部分热门中概股拉升，贝壳、阿里巴巴涨逾4%，携程、欢聚、滴滴涨超2%。","news_type":1,"symbols_score_info":{"BABA":0.9,"BEKE":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604431674,"gmtCreate":1639437527946,"gmtModify":1639437528172,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604431674","repostId":"1163852702","repostType":4,"isVote":1,"tweetType":1,"viewCount":4229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604315634,"gmtCreate":1639349248919,"gmtModify":1639349249134,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604315634","repostId":"2190674263","repostType":4,"repost":{"id":"2190674263","kind":"news","pubTimestamp":1639291545,"share":"https://www.laohu8.com/m/news/2190674263?lang=zh_CN&edition=full","pubTime":"2021-12-12 14:45","market":"us","language":"zh","title":"Lucid等六只股将加入纳指100，有望跑赢大盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2190674263","media":"智通财经","summary":"12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、飞塔信息、Palo Alto Networks、Zscaler和Datadog将被纳入纳斯达克1","content":"<p>12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、<a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>、<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>、Zscaler和<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>将被纳入纳斯达克100指数。</p>\n<p>这六家公司将取代CDW Crop、福克斯公司、塞纳、Check Point软件、<a href=\"https://laohu8.com/S/TCOM\">携程网</a>和因塞特。</p>\n<p>总体而言，被纳入纳斯达克100指数可以改善企业的流动性，并通过指数基金提供更广泛的投资者兴趣基础。据分析，从宣布前到纳入指数后的5天里，股票平均跑赢大盘1%。从历史上看，在接下来的一年里，它们的表现也优于标普500指数。</p>\n<p>从估值上看，即将加入纳斯达克100指数的6只新成分股价格不菲，只有Palo三年内的市盈率低于50。</p>\n<p><img src=\"https://static.tigerbbs.com/82f146561ec1f93915ab9e5fe0142fe5\" tg-width=\"1280\" tg-height=\"522\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从资产负债表来看，Lucid债务和股东权益的比例最低。</p>\n<p><img src=\"https://static.tigerbbs.com/eff9462a980435733166700c43b18dee\" tg-width=\"1280\" tg-height=\"474\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></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>Lucid等六只股将加入纳指100，有望跑赢大盘</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid等六只股将加入纳指100，有望跑赢大盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 14:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/620279.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、飞塔信息、Palo Alto Networks、Zscaler和Datadog将被纳入纳斯达克100指数。\n这六家公司将取代CDW Crop、福克斯公司、塞纳、Check Point软件、携程网和因塞特。\n总体而言，被纳入纳斯达克100指数可以改善企业的流动性，并通过指数基金提供更广泛的投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/620279.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/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{"BK4561":"索罗斯持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","03086":"华夏纳指","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/620279.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190674263","content_text":"12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、飞塔信息、Palo Alto Networks、Zscaler和Datadog将被纳入纳斯达克100指数。\n这六家公司将取代CDW Crop、福克斯公司、塞纳、Check Point软件、携程网和因塞特。\n总体而言，被纳入纳斯达克100指数可以改善企业的流动性，并通过指数基金提供更广泛的投资者兴趣基础。据分析，从宣布前到纳入指数后的5天里，股票平均跑赢大盘1%。从历史上看，在接下来的一年里，它们的表现也优于标普500指数。\n从估值上看，即将加入纳斯达克100指数的6只新成分股价格不菲，只有Palo三年内的市盈率低于50。\n\n从资产负债表来看，Lucid债务和股东权益的比例最低。","news_type":1,"symbols_score_info":{"03086":0.9,"SQQQ":0.9,"PSQ":0.9,"NQmain":0.9,"QLD":0.9,".IXIC":0.9,"QID":0.9,"QQQ":0.9,"MNQmain":0.9,"TQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605718560,"gmtCreate":1639261775313,"gmtModify":1639261817188,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605718560","repostId":"1150949014","repostType":4,"repost":{"id":"1150949014","kind":"news","pubTimestamp":1639112025,"share":"https://www.laohu8.com/m/news/1150949014?lang=zh_CN&edition=full","pubTime":"2021-12-10 12:53","market":"sh","language":"zh","title":"景林、高毅、高瓴、睿远争抢这只股票，最后的赢家会是谁","url":"https://stock-news.laohu8.com/highlight/detail?id=1150949014","media":"上海证券报","summary":"继公募“顶流”张坤豪掷近40亿元重仓杀入伊利股份后，近日多家机构蜂拥而至，争抢其定增股份。\n12月9日，伊利股份公布了非公开发行A股股票发行情况报告书，景林资产、高毅资产以及高瓴旗下礼仁投资等知名私募","content":"<div>\n<p>继公募“顶流”张坤豪掷近40亿元重仓杀入伊利股份后，近日多家机构蜂拥而至，争抢其定增股份。\n12月9日，伊利股份公布了非公开发行A股股票发行情况报告书，景林资产、高毅资产以及高瓴旗下礼仁投资等知名私募，睿远基金、易方达基金、富国基金等实力公募，巴克莱银行、安联环球投资、瑞士银行等外资巨头齐聚一堂参与认购。最终，巴克莱银行、高盛公司、安联环球投资、高毅资产、易方达基金、礼仁投资等机构“抱得美人归”。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0lmqhKeSH-4HLi6D_MU0Mw\">网页链接</a>\n\n</div>\n","source":"shzqb","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、高毅、高瓴、睿远争抢这只股票，最后的赢家会是谁</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、高毅、高瓴、睿远争抢这只股票，最后的赢家会是谁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 12:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/0lmqhKeSH-4HLi6D_MU0Mw><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继公募“顶流”张坤豪掷近40亿元重仓杀入伊利股份后，近日多家机构蜂拥而至，争抢其定增股份。\n12月9日，伊利股份公布了非公开发行A股股票发行情况报告书，景林资产、高毅资产以及高瓴旗下礼仁投资等知名私募，睿远基金、易方达基金、富国基金等实力公募，巴克莱银行、安联环球投资、瑞士银行等外资巨头齐聚一堂参与认购。最终，巴克莱银行、高盛公司、安联环球投资、高毅资产、易方达基金、礼仁投资等机构“抱得美人归”。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0lmqhKeSH-4HLi6D_MU0Mw\">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/753c9aba3202037bc97463c545d5d015","relate_stocks":{"600887":"伊利股份"},"source_url":"https://mp.weixin.qq.com/s/0lmqhKeSH-4HLi6D_MU0Mw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150949014","content_text":"继公募“顶流”张坤豪掷近40亿元重仓杀入伊利股份后，近日多家机构蜂拥而至，争抢其定增股份。\n12月9日，伊利股份公布了非公开发行A股股票发行情况报告书，景林资产、高毅资产以及高瓴旗下礼仁投资等知名私募，睿远基金、易方达基金、富国基金等实力公募，巴克莱银行、安联环球投资、瑞士银行等外资巨头齐聚一堂参与认购。最终，巴克莱银行、高盛公司、安联环球投资、高毅资产、易方达基金、礼仁投资等机构“抱得美人归”。\n伊利股份定增火热\n伊利股份的定增颇为火热，公私募、外资巨头都想来分一杯羹。\n从最终获配情况来看，巴克莱银行获配股数最高，接近4000万股，获配金额高达14.88亿元；高盛公司、招商证券、安联环球投资获配股数也均超过2000万股。此外，邓晓峰管理的高毅晓峰2号致信基金获配1055.69万股，获配金额约为4亿元；礼仁投资旗下的两只基金均获配923.73万股，合计获配金额近7亿元。值得一提的是，易方达基金也在此次定增中获配980.58万股。此次伊利股份定增发行价为37.89元，募集资金总额为120.47亿元。和12月9日41.41元的收盘价相比，机构已有一定的浮盈在手。伊利股份表示，募集资金主要用于液态奶生产基地建设项目、5G+工业互联网婴儿配方奶粉智能制造示范项目等。\n值得注意的是，三季度，张坤已大举杀入伊利股份。截至三季度末，他管理的易方达蓝筹精选成为伊利股份新晋前十大股东，持股数量为1.06亿股，持仓金额近40亿元。同时，阿布扎比投资局也成为了伊利股份新晋前十大股东，截至三季度末的持股数量为4511.81万股。不过，三季度，王延飞、张伟锋管理的东方红睿玺小幅减仓86.65万股。此次定增新增股份完成股份登记后，易方达蓝筹精选持股数量未发生变化。从股价表现来看，四季度以来伊利股份股价上涨后有所回调，截至12月9日，股价涨幅近10%。\n食品饮料反弹能持续吗？\n沉寂许久的食品饮料板块近期终于有所反弹，此番反弹究竟能否持续？\n湘财长兴基金经理肖超虎表示，消费板块经历了大幅调整后，估值已基本进入合理区间，中长期配置价值将逐渐凸显。目前较为看好游戏、白酒、食品、出行相关以及家电等领域的投资机会。在高端、次高端白酒龙头行情之后，无论是从估值还是行业景气度来看，区域型白酒可能迎来估值和业绩的“双升”机会。从调味品、休闲食品等细分板块来看，当提价成为常态后，相关企业业绩也将会迎来修复。\n在银华明星基金经理李晓星看来，明年的消费机会肯定比今年要好。“从销售数据、政策环境、估值分位来说，现在都比今年年初的位置要好。我们仍然认为，消费板块是长坡厚雪的赛道，只不过可能在短期之内表现并没有那么抢眼。”\n今年业绩领先的金鹰民族新兴基金经理韩广哲则有些谨慎。他认为，消费板块中一些必选消费品可能具有阶段性配置价值，但长期来看阿尔法属性并不强。","news_type":1,"symbols_score_info":{"600887":0.9}},"isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605718189,"gmtCreate":1639261672225,"gmtModify":1639261672451,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605718189","repostId":"1152488864","repostType":4,"repost":{"id":"1152488864","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":1639134963,"share":"https://www.laohu8.com/m/news/1152488864?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:16","market":"other","language":"zh","title":"小米集团于12月10日回购100万股股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1152488864","media":"老虎资讯综合","summary":"12月10日讯，小米集团在港交所公告，于今日回购100万股，回购价格每股19.2-19.24港元，共耗资约1920.47万港元。","content":"<p>12月10日讯，<a href=\"https://laohu8.com/S/01810\">小米集团</a>在港交所公告，于今日回购100万股，回购价格每股19.2-19.24港元，共耗资约1920.47万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/6875759a3d219f79336e3cc39a502bf3\" tg-width=\"1346\" tg-height=\"430\" 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>小米集团于12月10日回购100万股股票</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小米集团于12月10日回购100万股股票\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\">2021-12-10 19:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月10日讯，<a href=\"https://laohu8.com/S/01810\">小米集团</a>在港交所公告，于今日回购100万股，回购价格每股19.2-19.24港元，共耗资约1920.47万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/6875759a3d219f79336e3cc39a502bf3\" tg-width=\"1346\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","BK1502":"双十一","BK1607":"新IT概念","BK1575":"同股不同权","BK1589":"北水核心资产","01810":"小米集团-W","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152488864","content_text":"12月10日讯，小米集团在港交所公告，于今日回购100万股，回购价格每股19.2-19.24港元，共耗资约1920.47万港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605202709,"gmtCreate":1639176313924,"gmtModify":1639176314103,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605202709","repostId":"2190362993","repostType":4,"isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605202805,"gmtCreate":1639176229499,"gmtModify":1639176229689,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605202805","repostId":"1110857080","repostType":4,"repost":{"id":"1110857080","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":1639148257,"share":"https://www.laohu8.com/m/news/1110857080?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:57","market":"us","language":"zh","title":"特斯拉停止接受北美地区以外的Model S和Model X订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1110857080","media":"老虎资讯综合","summary":"特斯拉预计在其他市场的交付将在2022年下半年开始。","content":"<p>据Electrek报道：一份邮件内容显示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向潜在客户宣布，为尽可能加快现有订单的交付，特斯拉已停止接受北美以外地区的Model S和Model X的新订单。</p>\n<p>报道称，特斯拉的目标是在2022年下半年在其他市场重新开始交付Model S和Model X。</p>\n<p>截至发稿，特斯拉跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/75fddcf82f8f5fbeacab507faec34b7d\" 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>特斯拉停止接受北美地区以外的Model S和Model X订单</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特斯拉停止接受北美地区以外的Model S和Model X订单\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\">2021-12-10 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据Electrek报道：一份邮件内容显示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向潜在客户宣布，为尽可能加快现有订单的交付，特斯拉已停止接受北美以外地区的Model S和Model X的新订单。</p>\n<p>报道称，特斯拉的目标是在2022年下半年在其他市场重新开始交付Model S和Model X。</p>\n<p>截至发稿，特斯拉跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/75fddcf82f8f5fbeacab507faec34b7d\" 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/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110857080","content_text":"据Electrek报道：一份邮件内容显示，特斯拉向潜在客户宣布，为尽可能加快现有订单的交付，特斯拉已停止接受北美以外地区的Model S和Model X的新订单。\n报道称，特斯拉的目标是在2022年下半年在其他市场重新开始交付Model S和Model X。\n截至发稿，特斯拉跌超2%。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605000320,"gmtCreate":1639088961548,"gmtModify":1639088961732,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605000320","repostId":"2190343645","repostType":4,"repost":{"id":"2190343645","kind":"news","pubTimestamp":1639085987,"share":"https://www.laohu8.com/m/news/2190343645?lang=zh_CN&edition=full","pubTime":"2021-12-10 05:39","market":"hk","language":"zh","title":"外媒头条：美国CPI恐再“爆表”！是时候对冲通胀了","url":"https://stock-news.laohu8.com/highlight/detail?id=2190343645","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n\n\n2、美国商务部长称若不能解决芯片危机会造成毁灭性影响\n\n\n3、美国家庭净资产创疫后复","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险</b>\n</blockquote>\n<blockquote>\n <b>2、美国商务部长称若不能解决芯片危机会造成毁灭性影响</b>\n</blockquote>\n<blockquote>\n <b>3、美国家庭净资产创疫后复苏以来最低增幅</b>\n</blockquote>\n<blockquote>\n <b>4、美国CPI数据恐进一步攀升 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>：现在是时候对冲通胀了</b>\n</blockquote>\n<blockquote>\n <b>5、美国上周首次申请失业救济人数降至52年最低 受季节性因素影响</b>\n</blockquote>\n<blockquote>\n <b>6、尽管面临疫情挑战 标普仍预计明年石油需求将增长</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/171ee93eeb2ef6ad06cf1393d17fe165\" tg-width=\"720\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险</b></p>\n<p>国际货币基金组织（IMF）首席经济学家周四表示，各国央行没有空间维持宽松的货币政策和低利率，并警告说，新冠疫情的代价可能远高于预期。</p>\n<p>IMF首席经济学家Gita Gopinath表示，除了目前预计的12.5万亿美元损失之外，像奥密克戎（Omicron）这样更易传播的新冠变体可能会使全球经济再损失5.3万亿美元。</p>\n<p>“我们现在处于这样一个阶段，全球各国根本没有空间保持非常宽松的货币政策，将利率维持在极低的水平。我们看到全球各地的通胀压力都在积聚，”她说。</p>\n<p>Gopinath补充说：“因此，想想这样一种情况，疫情可能会持续更长时间，供应中断时间会更长，从而带来通胀压力，然后我们面临着真正风险，即滞胀担忧。”</p>\n<p><img src=\"https://static.tigerbbs.com/5212ae28f04e24df1b80bd53b47e900c\" tg-width=\"720\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国商务部长称若不能解决芯片危机会造成毁灭性影响</b></p>\n<p>美国商务部长雷蒙多表示，如果国会不马上通过拜登政府旨在缓解芯片短缺问题的法案，对美国经济将产生“毁灭性”影响。</p>\n<p>“延后通过的后果再怎么说都不夸张，”雷蒙多周四接受采访时称。“如果不能在圣诞节前完成，就必须在1月完成，因为长期回避这个问题的后果对我们的经济和国家安全来说确实是毁灭性的，”她说道。</p>\n<p>雷蒙多一直在敦促国会通过《芯片法案》以提供520亿美元帮助计算机芯片制造商，缓解供应短缺局面。</p>\n<p>德克萨斯州共和党参议员John Cornyn周三表示，《芯片法案》可能要到2月才能通过。</p>\n<p><img src=\"https://static.tigerbbs.com/a6b793e107dcfc6eafc907b0b32a952c\" tg-width=\"720\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国家庭净资产创疫后复苏以来最低增幅</b></p>\n<p>美国家庭净资产增速在第三季度降温，股市的暂时回撤抵消了房价上涨的财富效应。</p>\n<p>美联储周四发布的数据显示，在第二季度增加6.14万亿美元之后，家庭净资产在第三季度增加近2.4万亿美元，增幅为1.7%。虽然季度增量是疫情复苏中最小的一次。</p>\n<p>第三季度增长包括家庭房地产增值1.4万亿美元，但股票价值减少近3200亿美元。</p>\n<p>不过，并非所有人都从大流行期间的股价飙升和房地产热潮中受益。调查数据表明，仅有略多于一半的美国人持有股票。而对于租房居住的大约三分之一家庭来说，租金正在迅速上升。</p>\n<p>较高的储蓄水平仍然是家庭支出的一个重要来源，不过随着联邦政府刺激措施的减弱，储蓄有所下降。第三季度私人储蓄净额折年率增长2.84万亿美元，为2020年初以来最慢增速。</p>\n<p><img src=\"https://static.tigerbbs.com/c01e6086ac39e2b3a4bd7ceb2827ad79\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国CPI数据恐进一步攀升 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>：现在是时候对冲通胀了</b></p>\n<p>贝莱德的Gargi Chaudhuri预计周五的通胀数据将超过华尔街的预期，并建议投资者对冲更高的通胀。</p>\n<p>“我们可能会得到比市场定价略强一些的东西，”这位贝莱德<a href=\"https://laohu8.com/S/EEME\">iShares</a>安硕美洲投资策略主管周四接受采访时表示。“我预计市场中的部分商品门类以及服务领域会更强劲，例如住房通胀。”</p>\n<p>通胀处于数十年来的最高水平。根据经济学家预测，周五的数据显示11月份通胀率达到6.8%，将是里根时代以来的最高水平，也是许多美国人有生以来遇到的最高通胀。</p>\n<p>Chaudhuri表示，她预计2022年晚些时候通胀将放缓，而商品和服务价格将保持在疫情前水平之上。为了保护自己，投资者应该关注那些能够抵御通胀侵蚀回报的资产，例如“能够转嫁价格上涨的公司的股票”。</p>\n<p><img src=\"https://static.tigerbbs.com/fcc456868080840479884603ed672cd3\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国上周首次申请失业救济人数降至52年最低 受季节性因素影响</b></p>\n<p>美国上周首次申请失业救济人数降至1969年以来最低水平，凸显出对数据进行季节性调整的难度。</p>\n<p>美国劳工部周四发布的数据显示，截至12月4日的一周，首次申领失业救济人数比前一周减少4.3万，至18.4万人。经济学家中值预期为22万人。</p>\n<p>此前两周该数据已经出现大幅下降，许多经济学家将其归因于假期前后季节性波动因素导致数据调整难度较大。未经调整的首次申领失业救济人数增加约64000人。</p>\n<p>随着美国人重返工作岗位，加之雇主努力留住员工，今年以来，失业救济申请人数呈下降趋势。</p>\n<p>物价上涨和新冠疫情继续加大企业经营及招聘活动难度。上月非农就业人数创下今年以来最小增幅，普遍出现劳动力短缺情况。</p>\n<p><img src=\"https://static.tigerbbs.com/474eb4abca6af4679c83ff8cd42f157c\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p><b>尽管面临疫情挑战 标普仍预计明年石油需求将增长</b></p>\n<p><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>普氏称，尽管全球仍在继续应对冠状病毒新变种，但明年石油需求仍将增长。</p>\n<p><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>普氏的供应和生产主管Shin Kim在该公司2022年能源展望报告中表示，2022年消费增长的很大一部分将来自航油，以及市场对汽车燃料等其他石油产品的需求上升。</p>\n<p>“石油需求增长的基础稳固，”她说，预计明年的日需求量增幅在300万至640万桶之间。</p>\n<p>不过，能源市场的基调将取决于供应增长的步伐，经过两年的库存萎缩后，生产需要反弹才能满足需求。伊朗恢复供应将产生最大的影响。</p>\n<p>“如果我们不考虑伊朗，而且在其他地方发生重大供应中断，那就意味着真正的问题将是我们是否将试探100美元/桶的油价，” Kim说。</p>\n<p>她说，眼下市场正进入季节性油价疲软时期，但随着需求上升导致供应吃紧，油价5月份后应该会反弹。普氏预计，原油价格将在2022年中期左右回到每桶80美元的水平。</p>","source":"XLCJ","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>外媒头条：美国CPI恐再“爆表”！是时候对冲通胀了</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外媒头条：美国CPI恐再“爆表”！是时候对冲通胀了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 05:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-10/doc-ikyamrmy7981726.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n\n\n2、美国商务部长称若不能解决芯片危机会造成毁灭性影响\n\n\n3、美国家庭净资产创疫后复苏以来最低增幅\n\n\n4、美国CPI数据恐进一步攀升 贝莱德：现在是时候对冲通胀了\n\n\n5、美国上周首次申请失业救济人数降至52年最低 受季节性因素影响\n\n\n6、尽管面临疫情挑战 标普仍预计明年石油需求...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-10/doc-ikyamrmy7981726.shtml\">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/017a2d51f9605f643f552ed0e3997176","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-10/doc-ikyamrmy7981726.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190343645","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、IMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n\n\n2、美国商务部长称若不能解决芯片危机会造成毁灭性影响\n\n\n3、美国家庭净资产创疫后复苏以来最低增幅\n\n\n4、美国CPI数据恐进一步攀升 贝莱德：现在是时候对冲通胀了\n\n\n5、美国上周首次申请失业救济人数降至52年最低 受季节性因素影响\n\n\n6、尽管面临疫情挑战 标普仍预计明年石油需求将增长\n\n\nIMF首席经济学家：全球面临通胀压力和奥密克戎带来的风险\n国际货币基金组织（IMF）首席经济学家周四表示，各国央行没有空间维持宽松的货币政策和低利率，并警告说，新冠疫情的代价可能远高于预期。\nIMF首席经济学家Gita Gopinath表示，除了目前预计的12.5万亿美元损失之外，像奥密克戎（Omicron）这样更易传播的新冠变体可能会使全球经济再损失5.3万亿美元。\n“我们现在处于这样一个阶段，全球各国根本没有空间保持非常宽松的货币政策，将利率维持在极低的水平。我们看到全球各地的通胀压力都在积聚，”她说。\nGopinath补充说：“因此，想想这样一种情况，疫情可能会持续更长时间，供应中断时间会更长，从而带来通胀压力，然后我们面临着真正风险，即滞胀担忧。”\n\n美国商务部长称若不能解决芯片危机会造成毁灭性影响\n美国商务部长雷蒙多表示，如果国会不马上通过拜登政府旨在缓解芯片短缺问题的法案，对美国经济将产生“毁灭性”影响。\n“延后通过的后果再怎么说都不夸张，”雷蒙多周四接受采访时称。“如果不能在圣诞节前完成，就必须在1月完成，因为长期回避这个问题的后果对我们的经济和国家安全来说确实是毁灭性的，”她说道。\n雷蒙多一直在敦促国会通过《芯片法案》以提供520亿美元帮助计算机芯片制造商，缓解供应短缺局面。\n德克萨斯州共和党参议员John Cornyn周三表示，《芯片法案》可能要到2月才能通过。\n\n美国家庭净资产创疫后复苏以来最低增幅\n美国家庭净资产增速在第三季度降温，股市的暂时回撤抵消了房价上涨的财富效应。\n美联储周四发布的数据显示，在第二季度增加6.14万亿美元之后，家庭净资产在第三季度增加近2.4万亿美元，增幅为1.7%。虽然季度增量是疫情复苏中最小的一次。\n第三季度增长包括家庭房地产增值1.4万亿美元，但股票价值减少近3200亿美元。\n不过，并非所有人都从大流行期间的股价飙升和房地产热潮中受益。调查数据表明，仅有略多于一半的美国人持有股票。而对于租房居住的大约三分之一家庭来说，租金正在迅速上升。\n较高的储蓄水平仍然是家庭支出的一个重要来源，不过随着联邦政府刺激措施的减弱，储蓄有所下降。第三季度私人储蓄净额折年率增长2.84万亿美元，为2020年初以来最慢增速。\n\n美国CPI数据恐进一步攀升 贝莱德：现在是时候对冲通胀了\n贝莱德的Gargi Chaudhuri预计周五的通胀数据将超过华尔街的预期，并建议投资者对冲更高的通胀。\n“我们可能会得到比市场定价略强一些的东西，”这位贝莱德iShares安硕美洲投资策略主管周四接受采访时表示。“我预计市场中的部分商品门类以及服务领域会更强劲，例如住房通胀。”\n通胀处于数十年来的最高水平。根据经济学家预测，周五的数据显示11月份通胀率达到6.8%，将是里根时代以来的最高水平，也是许多美国人有生以来遇到的最高通胀。\nChaudhuri表示，她预计2022年晚些时候通胀将放缓，而商品和服务价格将保持在疫情前水平之上。为了保护自己，投资者应该关注那些能够抵御通胀侵蚀回报的资产，例如“能够转嫁价格上涨的公司的股票”。\n\n美国上周首次申请失业救济人数降至52年最低 受季节性因素影响\n美国上周首次申请失业救济人数降至1969年以来最低水平，凸显出对数据进行季节性调整的难度。\n美国劳工部周四发布的数据显示，截至12月4日的一周，首次申领失业救济人数比前一周减少4.3万，至18.4万人。经济学家中值预期为22万人。\n此前两周该数据已经出现大幅下降，许多经济学家将其归因于假期前后季节性波动因素导致数据调整难度较大。未经调整的首次申领失业救济人数增加约64000人。\n随着美国人重返工作岗位，加之雇主努力留住员工，今年以来，失业救济申请人数呈下降趋势。\n物价上涨和新冠疫情继续加大企业经营及招聘活动难度。上月非农就业人数创下今年以来最小增幅，普遍出现劳动力短缺情况。\n\n尽管面临疫情挑战 标普仍预计明年石油需求将增长\n标普全球普氏称，尽管全球仍在继续应对冠状病毒新变种，但明年石油需求仍将增长。\n标普全球普氏的供应和生产主管Shin Kim在该公司2022年能源展望报告中表示，2022年消费增长的很大一部分将来自航油，以及市场对汽车燃料等其他石油产品的需求上升。\n“石油需求增长的基础稳固，”她说，预计明年的日需求量增幅在300万至640万桶之间。\n不过，能源市场的基调将取决于供应增长的步伐，经过两年的库存萎缩后，生产需要反弹才能满足需求。伊朗恢复供应将产生最大的影响。\n“如果我们不考虑伊朗，而且在其他地方发生重大供应中断，那就意味着真正的问题将是我们是否将试探100美元/桶的油价，” Kim说。\n她说，眼下市场正进入季节性油价疲软时期，但随着需求上升导致供应吃紧，油价5月份后应该会反弹。普氏预计，原油价格将在2022年中期左右回到每桶80美元的水平。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602179896,"gmtCreate":1639002490710,"gmtModify":1639002490908,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602179896","repostId":"1182745925","repostType":4,"repost":{"id":"1182745925","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":1638978206,"share":"https://www.laohu8.com/m/news/1182745925?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:43","market":"us","language":"zh","title":"苹果盘中续创历史新高，总市值达2.86万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1182745925","media":"老虎资讯综合","summary":"周三，苹果盘中涨超1.6%，续创历史新高，总市值达2.86万亿美元。","content":"<p>周三，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘中涨超1.6%，续创历史新高，总市值达2.86万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/1956f9e2ad15e2f33fc7f63f298b7847\" 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>苹果盘中续创历史新高，总市值达2.86万亿美元</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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href=\"https://laohu8.com/S/AAPL\">苹果</a>盘中涨超1.6%，续创历史新高，总市值达2.86万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/1956f9e2ad15e2f33fc7f63f298b7847\" 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/980522969e8f077e22524fe91f48fecd","relate_stocks":{"BK4512":"苹果概念","BK1504":"苹果概念","AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182745925","content_text":"周三，苹果盘中涨超1.6%，续创历史新高，总市值达2.86万亿美元。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606401933,"gmtCreate":1638916088019,"gmtModify":1638916088191,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606401933","repostId":"1187692193","repostType":4,"repost":{"id":"1187692193","kind":"news","pubTimestamp":1638891386,"share":"https://www.laohu8.com/m/news/1187692193?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:36","market":"other","language":"zh","title":"德媒：大众汽车筹备保时捷品牌IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1187692193","media":"新浪科技","summary":"12月7日晚间消息，据德国商报报道，大众汽车筹备保时捷品牌IPO。","content":"<p>12月7日晚间消息，据德国商报报道，大众汽车筹备保时捷品牌IPO。</p>","source":"lsy1635144614083","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>德媒：大众汽车筹备保时捷品牌IPO</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德媒：大众汽车筹备保时捷品牌IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 23:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-12-07/doc-ikyamrmy7482340.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月7日晚间消息，据德国商报报道，大众汽车筹备保时捷品牌IPO。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-12-07/doc-ikyamrmy7482340.shtml\">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/0a00bdb4ada12651717fbd20702c583f","relate_stocks":{"VLKAY":"大众汽车"},"source_url":"https://finance.sina.com.cn/tech/2021-12-07/doc-ikyamrmy7482340.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187692193","content_text":"12月7日晚间消息，据德国商报报道，大众汽车筹备保时捷品牌IPO。","news_type":1,"symbols_score_info":{"VLKAY":0.9}},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606945805,"gmtCreate":1638830322642,"gmtModify":1638830322807,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/606945805","repostId":"1188237116","repostType":4,"repost":{"id":"1188237116","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":1638829741,"share":"https://www.laohu8.com/m/news/1188237116?lang=zh_CN&edition=full","pubTime":"2021-12-07 06:29","market":"us","language":"zh","title":"Gitlab 2022财年Q3净亏损同比扩大，盘后跌近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188237116","media":"老虎资讯综合","summary":"12月6日美股盘后，代码托管平台Gitlab发布2022财年第三季度业绩。财报显示，第三季度营收6680万美元，市场预期5923.9万美元，去年同期4215.2万美元；净亏损4122.7万美元，市场预","content":"<p>12月6日美股盘后，代码托管平台<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>发布2022财年第三季度业绩。财报显示，第三季度营收6680万美元，市场预期5923.9万美元，去年同期4215.2万美元；净亏损4122.7万美元，市场预期净亏损3905.8万美元，去年同期净亏损2860.8万美元；第三财季每股亏损0.62美元，去年同期亏损0.57美元。</p>\n<p><img src=\"https://static.tigerbbs.com/1963d8cf697bfcc9b1c97df09d56f0f1\" tg-width=\"1083\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>第三财季年度经常性收入超过5000美元的客户增至4057家，比2021财年第三财季增长66%；</p>\n<p>第三财季年度经常性收入超过10万美元的客户增至427家，比2021财年第三财季增长73%；</p>\n<p>预计2022财年营收在2.44亿美元至2.45亿美元之间。</p>\n<p><img src=\"https://static.tigerbbs.com/c8e13c894bf6000888eb5dd3e1247c34\" tg-width=\"1078\" tg-height=\"220\" referrerpolicy=\"no-referrer\"></p>\n<p>财报发布后，Gitlab盘后股价跌近7%，报83美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fb2bd0bbec1b8d36e036a1423416ea40\" tg-width=\"889\" tg-height=\"820\" 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>Gitlab 2022财年Q3净亏损同比扩大，盘后跌近7%</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\">\nGitlab 2022财年Q3净亏损同比扩大，盘后跌近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\">2021-12-07 06:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月6日美股盘后，代码托管平台<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>发布2022财年第三季度业绩。财报显示，第三季度营收6680万美元，市场预期5923.9万美元，去年同期4215.2万美元；净亏损4122.7万美元，市场预期净亏损3905.8万美元，去年同期净亏损2860.8万美元；第三财季每股亏损0.62美元，去年同期亏损0.57美元。</p>\n<p><img src=\"https://static.tigerbbs.com/1963d8cf697bfcc9b1c97df09d56f0f1\" tg-width=\"1083\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>第三财季年度经常性收入超过5000美元的客户增至4057家，比2021财年第三财季增长66%；</p>\n<p>第三财季年度经常性收入超过10万美元的客户增至427家，比2021财年第三财季增长73%；</p>\n<p>预计2022财年营收在2.44亿美元至2.45亿美元之间。</p>\n<p><img src=\"https://static.tigerbbs.com/c8e13c894bf6000888eb5dd3e1247c34\" tg-width=\"1078\" tg-height=\"220\" referrerpolicy=\"no-referrer\"></p>\n<p>财报发布后，Gitlab盘后股价跌近7%，报83美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fb2bd0bbec1b8d36e036a1423416ea40\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/177ca79fb46cdfb7c0494912e2ba534b","relate_stocks":{"GTLB":"GitLab, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188237116","content_text":"12月6日美股盘后，代码托管平台Gitlab发布2022财年第三季度业绩。财报显示，第三季度营收6680万美元，市场预期5923.9万美元，去年同期4215.2万美元；净亏损4122.7万美元，市场预期净亏损3905.8万美元，去年同期净亏损2860.8万美元；第三财季每股亏损0.62美元，去年同期亏损0.57美元。\n\n第三财季年度经常性收入超过5000美元的客户增至4057家，比2021财年第三财季增长66%；\n第三财季年度经常性收入超过10万美元的客户增至427家，比2021财年第三财季增长73%；\n预计2022财年营收在2.44亿美元至2.45亿美元之间。\n\n财报发布后，Gitlab盘后股价跌近7%，报83美元。","news_type":1,"symbols_score_info":{"GTLB":0.9}},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608216556,"gmtCreate":1638748062917,"gmtModify":1638748063009,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608216556","repostId":"1114895741","repostType":4,"repost":{"id":"1114895741","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1638663193,"share":"https://www.laohu8.com/m/news/1114895741?lang=zh_CN&edition=full","pubTime":"2021-12-05 08:13","market":"fut","language":"zh","title":"中概股崩盘VS降准利好，股民怎么办？","url":"https://stock-news.laohu8.com/highlight/detail?id=1114895741","media":"格隆汇投资学苑","summary":"中概股集体崩盘暴跌，加上降准信号来临，两大重磅事件，让这个周末的朋友圈炸开了锅。\n\n近日，美国证监会再次对中概股发难，引发一众中概股惨遭崩盘式血洗，让市场闻到了一丝令人不安的火药味。\n而国内的这次被很","content":"<blockquote>\n <b>中概股集体崩盘暴跌，加上降准信号来临，两大重磅事件，让这个周末的朋友圈炸开了锅。</b>\n</blockquote>\n<p>近日，美国证监会再次对中概股发难，引发一众中概股惨遭崩盘式血洗，让市场闻到了一丝令人不安的火药味。</p>\n<p>而国内的这次被很多人预期了的降准消息，虽然对金融市场来说不失为一个重磅大利好，但种种复杂宏观环境下，还是让人难以敞开怀笑得起来。</p>\n<p>临近年末，面对这么复杂的市场环境，作为股民，我们又该如何应对？</p>\n<p><b>1、中丐股遭血洗，还有救吗？</b></p>\n<p>隔夜，中概股血流成河，一夜蒸发市值超过2587亿美元，近百家中概股跌幅超10%，其中国内的互联网和科技各大巨头，大部分均跌超6%，几乎无一幸免。</p>\n<p><img src=\"https://static.tigerbbs.com/b5bd1b29bd7a21220522c5c02da66e92\" tg-width=\"999\" tg-height=\"721\" referrerpolicy=\"no-referrer\"></p>\n<p>中概变中丐，形容很贴切，但却很无奈。</p>\n<p>美国当地时间12月2日，美国证券交易委员会（SEC）又通过了<b>“要求在美国证券交易所上市的中国公司必须披露其所有权结构和审计细节，即使信息是来自相关外国司法辖区”</b>的新规。这是自从美国去年12月通过的《外国公司问责法案》要求在美上市企业提供审计底稿给PCAOB之后，专门针对中国出台的新规。</p>\n<p>根据国内相关规定，该法案中要求的审计工作底稿等档案应当存放在国内，同时，任何单位和个人不得擅自向境外提供与证券业务活动有关的文件和资料。所以，美国这个新规，明显与我国的相关规定相左，几乎是把中概股的门给堵上了。</p>\n<p><b>这新规最终可能导致200多家中国公司被美国交易所剔除。</b></p>\n<p>原本2019年10月中美双方对香港会计师事务所审计的、存放在中国内地的在美上市公司审计工作底稿调取事宜达成过共识。</p>\n<p>但到了2020年，特朗普政府单方面中止双方此前签署的合作谅解备忘录。包括单方面中止双方关于审计底稿等信息交换的合作。并且对中概股的监管要求越来越过分。</p>\n<p>除了美国政府的监管，还有众多恶意的华尔街大鳄借机大肆做空中概股赚取暴利。最大的证据是SEC刚刚批准的新规—是在去年5月便在参议院通过，12月在众议院通过。这些巨鳄正是利用这个几乎被确认的利空，成为血洗中概股的帮凶。</p>\n<p>如果统计年初至今，16家跌超90%，36家跌超80%，65家跌超70%，90家跌超60%，123家跌超50%，153家跌超40%，200家跌超20%，极少数比例的中小市值的中概股录得正收益。<b>初略统计，今年200多家中概股累计至少蒸发市值1万亿美元。</b></p>\n<p><b>显然，这是中概股在美国交易所的上市环境越来恶化的最血淋淋的证据。</b></p>\n<p>当然，对于其中的大型中概股来说，尤其是互联网、教育、甚至医药医疗等行业企业，还面临着屋漏偏逢连夜雨的无奈与尴尬。</p>\n<p>尤其互联网行业，加速其变局的重大外力，主要来源于反垄断，这个已经被大家说太多了。相信在未来，反垄断强监管大概率一直会是常态，这也给互联网行业的发展带上了紧箍咒。</p>\n<p>在今年，地产、教育、医疗、还有电子烟、交通出行方面监管层面的强行介入，都在改变着行业的增长逻辑。</p>\n<p>同时被改变的，还有它们的估值。</p>\n<p>现在，地产已经成为唯恐避之不及的“烂”行业（除了综合实力超强的大央企国企，它们还会很稳，甚至能吃到供给侧改革红利）；被资本化的教育板块已经溃不成军，医药医疗在集采之下同样压力山大。</p>\n<p>而被重点严监管的互联网，受到的压力更大，连估值逻辑都已经发生了深刻变化。</p>\n<p>中概股经历过今年的血洗，部分互联网巨头的估值已经低到令人发指的地步。接下来，中概股会不会更低不知道，一些优质的互联网企业能否迎来估值修复机会，还难以确认，毕竟在中美博弈叠加自身遭受反垄断的大背景下，未来的不确性太高了。</p>\n<p><b>2、美国要收水，中国要降准</b></p>\n<p>近日国家总理在与国际货币基金组织，提到中国经济时，言简意赅地释放出非常多重磅消息。</p>\n<p>“为了应对疫情和经济发展，中国将继续实施稳定的宏观政策，加强针对性和有效性，继续实施稳健的货币政策，保持流动性合理充裕，围绕市场主体需求制定政策，适时降准，加大对实体经济特别是中小微企业的支持力度，确保经济平稳健康运行。”</p>\n<p>这其中，最重磅的点无疑在于<b>“适时降准”</b>，这成为引爆市场关注的焦点。</p>\n<p>毕竟这是货币政策宽松的兆头，市场对降准的预期因官方的最新表态又打开想象空间。据历史经验，总理多次提及降准，接下来降准一般会很快出来。</p>\n<p>对于A股来说，无疑是一个利好。难怪周五主力也干活儿了，拉银行券商，大盘反弹站上3600点。随着消息公布后，A50指数直线拉起，随有一波震荡，但随后继续冲高，收盘上涨0.93%。</p>\n<p><img src=\"https://static.tigerbbs.com/5cd3b06375aa9416075b9303c1539157\" tg-width=\"1001\" tg-height=\"646\" referrerpolicy=\"no-referrer\"></p>\n<p>但如果综合这句话的意思和背景，这个降准的利好还是需要多一份清醒的研判。</p>\n<p>首先，这句讲话背景也是一直以来国家提到的宏观经济压力下，为提振经济特别是中小微企业支持力度，保证经济平稳发展为出发点。这背后是有点“定向”的意思，当然也不排除全面。</p>\n<p>其次，对于这次降准，实际上很多人很早就有预期。</p>\n<p>在前面人民银行发布的《2021年第三季度中国货币政策执行报告》中，相比二季度的执行报告，有两个明显的措辞变化：</p>\n<p><b>1）删去了“坚持不搞’大水漫灌’”</b></p>\n<p><b>2）删去了“管好货币总闸门”，变为了“增强信贷总量增长的稳定性”。</b></p>\n<p>国家政策历来讲究用词，这样的修改多少是意味着接下来要继续宽松，甚至加大宽松范围和力度的意思。</p>\n<p>现在，预期降准的消息如意料所致，很多人甚至预期降准在年末，不无道理。</p>\n<p>更关键的是，这个降准的背景是处于现在的宏观经济环境还存在很大压力，还需要宏观政策的发力。</p>\n<p>我国的经济增速从过去10%左右的台阶，下滑到目前的6%以上，再加上突如其来的疫情冲击和中美贸易关系转冷，未来的发展压力依然不能乐观。</p>\n<p>所以历次的政府工作报告，都是要把稳经济，稳就业，稳预期等作为工作的关键。其中尤其是缓解中小微企业的经营困难，这也是昨日总理的话中重点提及的。</p>\n<p>也就是说，降准的目的是为了托经济，不是为了锦上添花刺激经济，它好比一味药，身体有问题了才吃药。所以对于降准，我们也不要太乐观。</p>\n<p><b>其实，我们更要搞清楚的是，为什么现在海外的趋势是美联储真正准备加快收水，而我们却在准备“放水”？有没有必要担心“美国收水，中国放水”格局下，这种放水会不会打折扣？</b></p>\n<p>其实大概每隔两三年，中美两国就会进入经济货币双背离状态，上次是2018年，现在又来了。</p>\n<p>这背后的原理大概就是国际分工和货币地位不同所致，一直以来，美欧依靠国际货币优势印钞输出需求，中国作为世界制造工厂为他们生产商品，由此形成了较固定的外循环经济。</p>\n<p>为了刺激经济而货币宽松总是从美欧发达国家开启动，但当美欧国内经济恢复过来，开始收紧流动性的时候，中国经济反而因为需求减少和美元回流而继续面临冲击，尤其是中小微企业。</p>\n<p>之前美联储无底线地放水，虽然刺激了经济，更把美股指数推行让巴菲特都活久见的历史新高，但如今也开始遭受了畸高持续通胀和经济滞涨的恶果，很多国家甚至开始面临外债危机，比如土耳其如今已经濒临倒下了。</p>\n<p>而我们国内的放水节奏相对克制，并且很多时候都是“有的放矢”定向安排，流向金融市场的资金并不大，所以现状看来整体通胀问题不大，股市也没有像美股那样大的泡沫。但不可否认的是中小微企业的压力却是非常大的。</p>\n<p>值得庆幸的是，房地产作为吸引全国资金流最大的超级产业，我国这两年通过严控房地产和反垄断，把这个可能引发灾难性经济风险的超级大雷给提前拆解了，于国内来说并没有太大系统性风险。在这种背景下，国家可以有更多的空间更从容地制定“以我为主”的货币政策。</p>\n<p>也就是说，美国收水，我国放水，虽然有影响，但还不至于太大。</p>\n<p><b>3、我们的投资怎么办？</b></p>\n<p>依据上述分析，这次降准可能会是定向而不会全面，整体上货币政策总基调不会变，不可能大幅宽松，这点要认清楚。</p>\n<p>所以，接下来中国货币全面宽松的情况不会出现，全面牛市也不大可能会有。</p>\n<p>近几年的降准降息宣布后第一天股市涨跌互相，没有明显的规律，中长期看，也只有2019年、2020年是利好，2015年的降准促成了最后的疯狂，也加速了随后的大崩盘，2008年和2018年都是崩盘。</p>\n<p>所以，降准是否利于股市，还需要辩证去看，没有基本面的支撑，撑得了一时，撑不了多久。</p>\n<p>很多人觉得降准了，对银行、保险、券商这些大金融板块是超级大利好，但其实也不必要太乐观。</p>\n<p>在7月初的降准事件中，银行股其实是大跌的，这是因为在经济复苏不及预期背景下的降准，反而暗含了要求银行加大向中小微企业放贷（如此前的窗口指导），导致市场对银行不良率可能再上升的担忧。</p>\n<p>地产板块确实是利好，但前两周已经有明显放开信贷限制的利好，并且这个降准主要目的不是救地产，所以利好也不会太大。</p>\n<p>大宗商品、消费股、科技股，大概也不会有太大反应，走的依然会是自身的逻辑。</p>\n<p>至于中概股，10个消息中大半都是利空的趋势可能还会持续一段时间，短期的估值逻辑是被打乱了的，所以那还是算了。</p>\n<p>别看现在互联网巨头们的估值已经便宜到地板价，但谁也说不准下一个反垄断的大刀会抗到那一处，对于有重大不确定性的资产，最好的策略只有是观望。</p>\n<p>但还是有一些强预期的板块我们可以期待一下的，如“碳中和”、“十四五规划”这些契合政策主导的方向，比如光伏、新能源、<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>、生物医药、芯片半导体、人工智能等。</p>\n<p><b>现在确定性作为最珍贵的标准，这些赛道会持续作为希望的火种，吸引抱薪者去取暖的，也就是我们说的避风港。</b></p>\n<p><b>4、尾声</b></p>\n<p>近几个月以来，我们看得到市场的形势是越来越复杂了。</p>\n<p>在内，控地产、打教育资本化、医药集采、互联网反垄断；在外，疫情反复、国际分工受阻、通胀危机、地缘政治等因素也持续对全球市场带来重大影响。</p>\n<p>原本美国打算即将开启收水周期，试图挽救自身已经陷入危机的物价通胀和经济滞涨，同时顺手狠狠收割一波全球资产。但突如其来的毒性更强的南非新冠变种疫情试图再一次把全世界拖入泥潭。</p>\n<p><b>如今全球经济重新面临更多的不确定性，全球金融市场也动荡加剧，市场本就应该开始转向谨慎。</b></p>\n<p>现在中概股已经大面积倒下了，如果你还一味沉浸在降准利好中自以为A股能继续接着奏乐接着舞的话，那说明你可能还是个韭菜。</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>中概股崩盘VS降准利好，股民怎么办？</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中概股崩盘VS降准利好，股民怎么办？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time\">2021-12-05 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>中概股集体崩盘暴跌，加上降准信号来临，两大重磅事件，让这个周末的朋友圈炸开了锅。</b>\n</blockquote>\n<p>近日，美国证监会再次对中概股发难，引发一众中概股惨遭崩盘式血洗，让市场闻到了一丝令人不安的火药味。</p>\n<p>而国内的这次被很多人预期了的降准消息，虽然对金融市场来说不失为一个重磅大利好，但种种复杂宏观环境下，还是让人难以敞开怀笑得起来。</p>\n<p>临近年末，面对这么复杂的市场环境，作为股民，我们又该如何应对？</p>\n<p><b>1、中丐股遭血洗，还有救吗？</b></p>\n<p>隔夜，中概股血流成河，一夜蒸发市值超过2587亿美元，近百家中概股跌幅超10%，其中国内的互联网和科技各大巨头，大部分均跌超6%，几乎无一幸免。</p>\n<p><img src=\"https://static.tigerbbs.com/b5bd1b29bd7a21220522c5c02da66e92\" tg-width=\"999\" tg-height=\"721\" referrerpolicy=\"no-referrer\"></p>\n<p>中概变中丐，形容很贴切，但却很无奈。</p>\n<p>美国当地时间12月2日，美国证券交易委员会（SEC）又通过了<b>“要求在美国证券交易所上市的中国公司必须披露其所有权结构和审计细节，即使信息是来自相关外国司法辖区”</b>的新规。这是自从美国去年12月通过的《外国公司问责法案》要求在美上市企业提供审计底稿给PCAOB之后，专门针对中国出台的新规。</p>\n<p>根据国内相关规定，该法案中要求的审计工作底稿等档案应当存放在国内，同时，任何单位和个人不得擅自向境外提供与证券业务活动有关的文件和资料。所以，美国这个新规，明显与我国的相关规定相左，几乎是把中概股的门给堵上了。</p>\n<p><b>这新规最终可能导致200多家中国公司被美国交易所剔除。</b></p>\n<p>原本2019年10月中美双方对香港会计师事务所审计的、存放在中国内地的在美上市公司审计工作底稿调取事宜达成过共识。</p>\n<p>但到了2020年，特朗普政府单方面中止双方此前签署的合作谅解备忘录。包括单方面中止双方关于审计底稿等信息交换的合作。并且对中概股的监管要求越来越过分。</p>\n<p>除了美国政府的监管，还有众多恶意的华尔街大鳄借机大肆做空中概股赚取暴利。最大的证据是SEC刚刚批准的新规—是在去年5月便在参议院通过，12月在众议院通过。这些巨鳄正是利用这个几乎被确认的利空，成为血洗中概股的帮凶。</p>\n<p>如果统计年初至今，16家跌超90%，36家跌超80%，65家跌超70%，90家跌超60%，123家跌超50%，153家跌超40%，200家跌超20%，极少数比例的中小市值的中概股录得正收益。<b>初略统计，今年200多家中概股累计至少蒸发市值1万亿美元。</b></p>\n<p><b>显然，这是中概股在美国交易所的上市环境越来恶化的最血淋淋的证据。</b></p>\n<p>当然，对于其中的大型中概股来说，尤其是互联网、教育、甚至医药医疗等行业企业，还面临着屋漏偏逢连夜雨的无奈与尴尬。</p>\n<p>尤其互联网行业，加速其变局的重大外力，主要来源于反垄断，这个已经被大家说太多了。相信在未来，反垄断强监管大概率一直会是常态，这也给互联网行业的发展带上了紧箍咒。</p>\n<p>在今年，地产、教育、医疗、还有电子烟、交通出行方面监管层面的强行介入，都在改变着行业的增长逻辑。</p>\n<p>同时被改变的，还有它们的估值。</p>\n<p>现在，地产已经成为唯恐避之不及的“烂”行业（除了综合实力超强的大央企国企，它们还会很稳，甚至能吃到供给侧改革红利）；被资本化的教育板块已经溃不成军，医药医疗在集采之下同样压力山大。</p>\n<p>而被重点严监管的互联网，受到的压力更大，连估值逻辑都已经发生了深刻变化。</p>\n<p>中概股经历过今年的血洗，部分互联网巨头的估值已经低到令人发指的地步。接下来，中概股会不会更低不知道，一些优质的互联网企业能否迎来估值修复机会，还难以确认，毕竟在中美博弈叠加自身遭受反垄断的大背景下，未来的不确性太高了。</p>\n<p><b>2、美国要收水，中国要降准</b></p>\n<p>近日国家总理在与国际货币基金组织，提到中国经济时，言简意赅地释放出非常多重磅消息。</p>\n<p>“为了应对疫情和经济发展，中国将继续实施稳定的宏观政策，加强针对性和有效性，继续实施稳健的货币政策，保持流动性合理充裕，围绕市场主体需求制定政策，适时降准，加大对实体经济特别是中小微企业的支持力度，确保经济平稳健康运行。”</p>\n<p>这其中，最重磅的点无疑在于<b>“适时降准”</b>，这成为引爆市场关注的焦点。</p>\n<p>毕竟这是货币政策宽松的兆头，市场对降准的预期因官方的最新表态又打开想象空间。据历史经验，总理多次提及降准，接下来降准一般会很快出来。</p>\n<p>对于A股来说，无疑是一个利好。难怪周五主力也干活儿了，拉银行券商，大盘反弹站上3600点。随着消息公布后，A50指数直线拉起，随有一波震荡，但随后继续冲高，收盘上涨0.93%。</p>\n<p><img src=\"https://static.tigerbbs.com/5cd3b06375aa9416075b9303c1539157\" tg-width=\"1001\" tg-height=\"646\" referrerpolicy=\"no-referrer\"></p>\n<p>但如果综合这句话的意思和背景，这个降准的利好还是需要多一份清醒的研判。</p>\n<p>首先，这句讲话背景也是一直以来国家提到的宏观经济压力下，为提振经济特别是中小微企业支持力度，保证经济平稳发展为出发点。这背后是有点“定向”的意思，当然也不排除全面。</p>\n<p>其次，对于这次降准，实际上很多人很早就有预期。</p>\n<p>在前面人民银行发布的《2021年第三季度中国货币政策执行报告》中，相比二季度的执行报告，有两个明显的措辞变化：</p>\n<p><b>1）删去了“坚持不搞’大水漫灌’”</b></p>\n<p><b>2）删去了“管好货币总闸门”，变为了“增强信贷总量增长的稳定性”。</b></p>\n<p>国家政策历来讲究用词，这样的修改多少是意味着接下来要继续宽松，甚至加大宽松范围和力度的意思。</p>\n<p>现在，预期降准的消息如意料所致，很多人甚至预期降准在年末，不无道理。</p>\n<p>更关键的是，这个降准的背景是处于现在的宏观经济环境还存在很大压力，还需要宏观政策的发力。</p>\n<p>我国的经济增速从过去10%左右的台阶，下滑到目前的6%以上，再加上突如其来的疫情冲击和中美贸易关系转冷，未来的发展压力依然不能乐观。</p>\n<p>所以历次的政府工作报告，都是要把稳经济，稳就业，稳预期等作为工作的关键。其中尤其是缓解中小微企业的经营困难，这也是昨日总理的话中重点提及的。</p>\n<p>也就是说，降准的目的是为了托经济，不是为了锦上添花刺激经济，它好比一味药，身体有问题了才吃药。所以对于降准，我们也不要太乐观。</p>\n<p><b>其实，我们更要搞清楚的是，为什么现在海外的趋势是美联储真正准备加快收水，而我们却在准备“放水”？有没有必要担心“美国收水，中国放水”格局下，这种放水会不会打折扣？</b></p>\n<p>其实大概每隔两三年，中美两国就会进入经济货币双背离状态，上次是2018年，现在又来了。</p>\n<p>这背后的原理大概就是国际分工和货币地位不同所致，一直以来，美欧依靠国际货币优势印钞输出需求，中国作为世界制造工厂为他们生产商品，由此形成了较固定的外循环经济。</p>\n<p>为了刺激经济而货币宽松总是从美欧发达国家开启动，但当美欧国内经济恢复过来，开始收紧流动性的时候，中国经济反而因为需求减少和美元回流而继续面临冲击，尤其是中小微企业。</p>\n<p>之前美联储无底线地放水，虽然刺激了经济，更把美股指数推行让巴菲特都活久见的历史新高，但如今也开始遭受了畸高持续通胀和经济滞涨的恶果，很多国家甚至开始面临外债危机，比如土耳其如今已经濒临倒下了。</p>\n<p>而我们国内的放水节奏相对克制，并且很多时候都是“有的放矢”定向安排，流向金融市场的资金并不大，所以现状看来整体通胀问题不大，股市也没有像美股那样大的泡沫。但不可否认的是中小微企业的压力却是非常大的。</p>\n<p>值得庆幸的是，房地产作为吸引全国资金流最大的超级产业，我国这两年通过严控房地产和反垄断，把这个可能引发灾难性经济风险的超级大雷给提前拆解了，于国内来说并没有太大系统性风险。在这种背景下，国家可以有更多的空间更从容地制定“以我为主”的货币政策。</p>\n<p>也就是说，美国收水，我国放水，虽然有影响，但还不至于太大。</p>\n<p><b>3、我们的投资怎么办？</b></p>\n<p>依据上述分析，这次降准可能会是定向而不会全面，整体上货币政策总基调不会变，不可能大幅宽松，这点要认清楚。</p>\n<p>所以，接下来中国货币全面宽松的情况不会出现，全面牛市也不大可能会有。</p>\n<p>近几年的降准降息宣布后第一天股市涨跌互相，没有明显的规律，中长期看，也只有2019年、2020年是利好，2015年的降准促成了最后的疯狂，也加速了随后的大崩盘，2008年和2018年都是崩盘。</p>\n<p>所以，降准是否利于股市，还需要辩证去看，没有基本面的支撑，撑得了一时，撑不了多久。</p>\n<p>很多人觉得降准了，对银行、保险、券商这些大金融板块是超级大利好，但其实也不必要太乐观。</p>\n<p>在7月初的降准事件中，银行股其实是大跌的，这是因为在经济复苏不及预期背景下的降准，反而暗含了要求银行加大向中小微企业放贷（如此前的窗口指导），导致市场对银行不良率可能再上升的担忧。</p>\n<p>地产板块确实是利好，但前两周已经有明显放开信贷限制的利好，并且这个降准主要目的不是救地产，所以利好也不会太大。</p>\n<p>大宗商品、消费股、科技股，大概也不会有太大反应，走的依然会是自身的逻辑。</p>\n<p>至于中概股，10个消息中大半都是利空的趋势可能还会持续一段时间，短期的估值逻辑是被打乱了的，所以那还是算了。</p>\n<p>别看现在互联网巨头们的估值已经便宜到地板价，但谁也说不准下一个反垄断的大刀会抗到那一处，对于有重大不确定性的资产，最好的策略只有是观望。</p>\n<p>但还是有一些强预期的板块我们可以期待一下的，如“碳中和”、“十四五规划”这些契合政策主导的方向，比如光伏、新能源、<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>、生物医药、芯片半导体、人工智能等。</p>\n<p><b>现在确定性作为最珍贵的标准，这些赛道会持续作为希望的火种，吸引抱薪者去取暖的，也就是我们说的避风港。</b></p>\n<p><b>4、尾声</b></p>\n<p>近几个月以来，我们看得到市场的形势是越来越复杂了。</p>\n<p>在内，控地产、打教育资本化、医药集采、互联网反垄断；在外，疫情反复、国际分工受阻、通胀危机、地缘政治等因素也持续对全球市场带来重大影响。</p>\n<p>原本美国打算即将开启收水周期，试图挽救自身已经陷入危机的物价通胀和经济滞涨，同时顺手狠狠收割一波全球资产。但突如其来的毒性更强的南非新冠变种疫情试图再一次把全世界拖入泥潭。</p>\n<p><b>如今全球经济重新面临更多的不确定性，全球金融市场也动荡加剧，市场本就应该开始转向谨慎。</b></p>\n<p>现在中概股已经大面积倒下了，如果你还一味沉浸在降准利好中自以为A股能继续接着奏乐接着舞的话，那说明你可能还是个韭菜。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"399001":"深证成指","399006":"创业板指",".SPX":"S&P 500 Index","000001.SH":"上证指数",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114895741","content_text":"中概股集体崩盘暴跌，加上降准信号来临，两大重磅事件，让这个周末的朋友圈炸开了锅。\n\n近日，美国证监会再次对中概股发难，引发一众中概股惨遭崩盘式血洗，让市场闻到了一丝令人不安的火药味。\n而国内的这次被很多人预期了的降准消息，虽然对金融市场来说不失为一个重磅大利好，但种种复杂宏观环境下，还是让人难以敞开怀笑得起来。\n临近年末，面对这么复杂的市场环境，作为股民，我们又该如何应对？\n1、中丐股遭血洗，还有救吗？\n隔夜，中概股血流成河，一夜蒸发市值超过2587亿美元，近百家中概股跌幅超10%，其中国内的互联网和科技各大巨头，大部分均跌超6%，几乎无一幸免。\n\n中概变中丐，形容很贴切，但却很无奈。\n美国当地时间12月2日，美国证券交易委员会（SEC）又通过了“要求在美国证券交易所上市的中国公司必须披露其所有权结构和审计细节，即使信息是来自相关外国司法辖区”的新规。这是自从美国去年12月通过的《外国公司问责法案》要求在美上市企业提供审计底稿给PCAOB之后，专门针对中国出台的新规。\n根据国内相关规定，该法案中要求的审计工作底稿等档案应当存放在国内，同时，任何单位和个人不得擅自向境外提供与证券业务活动有关的文件和资料。所以，美国这个新规，明显与我国的相关规定相左，几乎是把中概股的门给堵上了。\n这新规最终可能导致200多家中国公司被美国交易所剔除。\n原本2019年10月中美双方对香港会计师事务所审计的、存放在中国内地的在美上市公司审计工作底稿调取事宜达成过共识。\n但到了2020年，特朗普政府单方面中止双方此前签署的合作谅解备忘录。包括单方面中止双方关于审计底稿等信息交换的合作。并且对中概股的监管要求越来越过分。\n除了美国政府的监管，还有众多恶意的华尔街大鳄借机大肆做空中概股赚取暴利。最大的证据是SEC刚刚批准的新规—是在去年5月便在参议院通过，12月在众议院通过。这些巨鳄正是利用这个几乎被确认的利空，成为血洗中概股的帮凶。\n如果统计年初至今，16家跌超90%，36家跌超80%，65家跌超70%，90家跌超60%，123家跌超50%，153家跌超40%，200家跌超20%，极少数比例的中小市值的中概股录得正收益。初略统计，今年200多家中概股累计至少蒸发市值1万亿美元。\n显然，这是中概股在美国交易所的上市环境越来恶化的最血淋淋的证据。\n当然，对于其中的大型中概股来说，尤其是互联网、教育、甚至医药医疗等行业企业，还面临着屋漏偏逢连夜雨的无奈与尴尬。\n尤其互联网行业，加速其变局的重大外力，主要来源于反垄断，这个已经被大家说太多了。相信在未来，反垄断强监管大概率一直会是常态，这也给互联网行业的发展带上了紧箍咒。\n在今年，地产、教育、医疗、还有电子烟、交通出行方面监管层面的强行介入，都在改变着行业的增长逻辑。\n同时被改变的，还有它们的估值。\n现在，地产已经成为唯恐避之不及的“烂”行业（除了综合实力超强的大央企国企，它们还会很稳，甚至能吃到供给侧改革红利）；被资本化的教育板块已经溃不成军，医药医疗在集采之下同样压力山大。\n而被重点严监管的互联网，受到的压力更大，连估值逻辑都已经发生了深刻变化。\n中概股经历过今年的血洗，部分互联网巨头的估值已经低到令人发指的地步。接下来，中概股会不会更低不知道，一些优质的互联网企业能否迎来估值修复机会，还难以确认，毕竟在中美博弈叠加自身遭受反垄断的大背景下，未来的不确性太高了。\n2、美国要收水，中国要降准\n近日国家总理在与国际货币基金组织，提到中国经济时，言简意赅地释放出非常多重磅消息。\n“为了应对疫情和经济发展，中国将继续实施稳定的宏观政策，加强针对性和有效性，继续实施稳健的货币政策，保持流动性合理充裕，围绕市场主体需求制定政策，适时降准，加大对实体经济特别是中小微企业的支持力度，确保经济平稳健康运行。”\n这其中，最重磅的点无疑在于“适时降准”，这成为引爆市场关注的焦点。\n毕竟这是货币政策宽松的兆头，市场对降准的预期因官方的最新表态又打开想象空间。据历史经验，总理多次提及降准，接下来降准一般会很快出来。\n对于A股来说，无疑是一个利好。难怪周五主力也干活儿了，拉银行券商，大盘反弹站上3600点。随着消息公布后，A50指数直线拉起，随有一波震荡，但随后继续冲高，收盘上涨0.93%。\n\n但如果综合这句话的意思和背景，这个降准的利好还是需要多一份清醒的研判。\n首先，这句讲话背景也是一直以来国家提到的宏观经济压力下，为提振经济特别是中小微企业支持力度，保证经济平稳发展为出发点。这背后是有点“定向”的意思，当然也不排除全面。\n其次，对于这次降准，实际上很多人很早就有预期。\n在前面人民银行发布的《2021年第三季度中国货币政策执行报告》中，相比二季度的执行报告，有两个明显的措辞变化：\n1）删去了“坚持不搞’大水漫灌’”\n2）删去了“管好货币总闸门”，变为了“增强信贷总量增长的稳定性”。\n国家政策历来讲究用词，这样的修改多少是意味着接下来要继续宽松，甚至加大宽松范围和力度的意思。\n现在，预期降准的消息如意料所致，很多人甚至预期降准在年末，不无道理。\n更关键的是，这个降准的背景是处于现在的宏观经济环境还存在很大压力，还需要宏观政策的发力。\n我国的经济增速从过去10%左右的台阶，下滑到目前的6%以上，再加上突如其来的疫情冲击和中美贸易关系转冷，未来的发展压力依然不能乐观。\n所以历次的政府工作报告，都是要把稳经济，稳就业，稳预期等作为工作的关键。其中尤其是缓解中小微企业的经营困难，这也是昨日总理的话中重点提及的。\n也就是说，降准的目的是为了托经济，不是为了锦上添花刺激经济，它好比一味药，身体有问题了才吃药。所以对于降准，我们也不要太乐观。\n其实，我们更要搞清楚的是，为什么现在海外的趋势是美联储真正准备加快收水，而我们却在准备“放水”？有没有必要担心“美国收水，中国放水”格局下，这种放水会不会打折扣？\n其实大概每隔两三年，中美两国就会进入经济货币双背离状态，上次是2018年，现在又来了。\n这背后的原理大概就是国际分工和货币地位不同所致，一直以来，美欧依靠国际货币优势印钞输出需求，中国作为世界制造工厂为他们生产商品，由此形成了较固定的外循环经济。\n为了刺激经济而货币宽松总是从美欧发达国家开启动，但当美欧国内经济恢复过来，开始收紧流动性的时候，中国经济反而因为需求减少和美元回流而继续面临冲击，尤其是中小微企业。\n之前美联储无底线地放水，虽然刺激了经济，更把美股指数推行让巴菲特都活久见的历史新高，但如今也开始遭受了畸高持续通胀和经济滞涨的恶果，很多国家甚至开始面临外债危机，比如土耳其如今已经濒临倒下了。\n而我们国内的放水节奏相对克制，并且很多时候都是“有的放矢”定向安排，流向金融市场的资金并不大，所以现状看来整体通胀问题不大，股市也没有像美股那样大的泡沫。但不可否认的是中小微企业的压力却是非常大的。\n值得庆幸的是，房地产作为吸引全国资金流最大的超级产业，我国这两年通过严控房地产和反垄断，把这个可能引发灾难性经济风险的超级大雷给提前拆解了，于国内来说并没有太大系统性风险。在这种背景下，国家可以有更多的空间更从容地制定“以我为主”的货币政策。\n也就是说，美国收水，我国放水，虽然有影响，但还不至于太大。\n3、我们的投资怎么办？\n依据上述分析，这次降准可能会是定向而不会全面，整体上货币政策总基调不会变，不可能大幅宽松，这点要认清楚。\n所以，接下来中国货币全面宽松的情况不会出现，全面牛市也不大可能会有。\n近几年的降准降息宣布后第一天股市涨跌互相，没有明显的规律，中长期看，也只有2019年、2020年是利好，2015年的降准促成了最后的疯狂，也加速了随后的大崩盘，2008年和2018年都是崩盘。\n所以，降准是否利于股市，还需要辩证去看，没有基本面的支撑，撑得了一时，撑不了多久。\n很多人觉得降准了，对银行、保险、券商这些大金融板块是超级大利好，但其实也不必要太乐观。\n在7月初的降准事件中，银行股其实是大跌的，这是因为在经济复苏不及预期背景下的降准，反而暗含了要求银行加大向中小微企业放贷（如此前的窗口指导），导致市场对银行不良率可能再上升的担忧。\n地产板块确实是利好，但前两周已经有明显放开信贷限制的利好，并且这个降准主要目的不是救地产，所以利好也不会太大。\n大宗商品、消费股、科技股，大概也不会有太大反应，走的依然会是自身的逻辑。\n至于中概股，10个消息中大半都是利空的趋势可能还会持续一段时间，短期的估值逻辑是被打乱了的，所以那还是算了。\n别看现在互联网巨头们的估值已经便宜到地板价，但谁也说不准下一个反垄断的大刀会抗到那一处，对于有重大不确定性的资产，最好的策略只有是观望。\n但还是有一些强预期的板块我们可以期待一下的，如“碳中和”、“十四五规划”这些契合政策主导的方向，比如光伏、新能源、创新科技、生物医药、芯片半导体、人工智能等。\n现在确定性作为最珍贵的标准，这些赛道会持续作为希望的火种，吸引抱薪者去取暖的，也就是我们说的避风港。\n4、尾声\n近几个月以来，我们看得到市场的形势是越来越复杂了。\n在内，控地产、打教育资本化、医药集采、互联网反垄断；在外，疫情反复、国际分工受阻、通胀危机、地缘政治等因素也持续对全球市场带来重大影响。\n原本美国打算即将开启收水周期，试图挽救自身已经陷入危机的物价通胀和经济滞涨，同时顺手狠狠收割一波全球资产。但突如其来的毒性更强的南非新冠变种疫情试图再一次把全世界拖入泥潭。\n如今全球经济重新面临更多的不确定性，全球金融市场也动荡加剧，市场本就应该开始转向谨慎。\n现在中概股已经大面积倒下了，如果你还一味沉浸在降准利好中自以为A股能继续接着奏乐接着舞的话，那说明你可能还是个韭菜。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,".SPX":0.9,".IXIC":0.9,"000001.SH":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608372253,"gmtCreate":1638655361557,"gmtModify":1638655361684,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link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11:04","market":"hk","language":"zh","title":"小米自建工厂造车，开启汽车产业下半场？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182326729","media":"中国经营网","summary":"近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分","content":"<div>\n<p>近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分两期建设年产量30万辆的整车工厂，其中一期和二期产能分别为15万辆，预计2024年首车将下线并实现量产。对于汽车工厂是否已经在建及未来规划等问题，《中国经营报》记者采访小米方面，截至发稿，对方尚未回复...</p>\n\n<a href=\"http://www.cb.com.cn/index/show/gs1/cv/cv12535355135\">网页链接</a>\n\n</div>\n","source":"zgjyw","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>小米自建工厂造车，开启汽车产业下半场？</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小米自建工厂造车，开启汽车产业下半场？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-04 11:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.cb.com.cn/index/show/gs1/cv/cv12535355135><strong>中国经营网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分两期建设年产量30万辆的整车工厂，其中一期和二期产能分别为15万辆，预计2024年首车将下线并实现量产。对于汽车工厂是否已经在建及未来规划等问题，《中国经营报》记者采访小米方面，截至发稿，对方尚未回复...</p>\n\n<a href=\"http://www.cb.com.cn/index/show/gs1/cv/cv12535355135\">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/529958ccf70e57b3f5b5c4f7405468e4","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","BK1575":"同股不同权","BK1502":"双十一","BK1607":"新IT概念","01810":"小米集团-W","BK1589":"北水核心资产"},"source_url":"http://www.cb.com.cn/index/show/gs1/cv/cv12535355135","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182326729","content_text":"近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分两期建设年产量30万辆的整车工厂，其中一期和二期产能分别为15万辆，预计2024年首车将下线并实现量产。对于汽车工厂是否已经在建及未来规划等问题，《中国经营报》记者采访小米方面，截至发稿，对方尚未回复。\n艾媒咨询CEO张毅告诉本报记者：“北京有产业基础，毕竟奔驰、现代都在北京，但我觉得更关键的还是在于小米本身，它的总部在北京，在企业管理、人才储备，以及地方政府资源这块，都有自己的优势。所以选择把汽车总部落户北京，也有这方面的考虑。”\n造车团队已超500人\n公开资料显示，2021年3月30日，雷军宣布，小米集团将成立一家全资子公司，负责智能电动汽车业务。2021年9月1日小米汽车有限公司成立，法定代表人雷军，注册地位于北京经开区科创十街15号院5号楼8层816室，注册资金100亿元。\n近一年来，在雷军高调宣布造车后，一边投资相关产业，包括但不限于自动驾驶、半导体产业链、动力电池等相关企业；一边吸纳造车人才。近期小米在第三季度财报中提到了其造车进展，目前智能电动汽车业务顺利推进，团队成员已超过500人，并且再度重申了2024年上半年量产新车的承诺。\n资深互联网观察家丁道师接受记者采访时表示：“看雷军近期释放的一系列信号，基本上是赌上了他前半生所有的荣誉来做这样一件事，而且集合了所有核心力量和高管来做，一开始就投入了巨资，很明显是他的最后一战，不成功便成仁。一旦败了之后，会引发连锁的恶性效应，甚至会影响到小米的主体发展。”\n丁道师认为，相比其他造车新势力，小米汽车发力已经晚了，这个时候只有投入强大的资金、资源和信心，才更有可能获得胜利。雷军是抱了必胜的决心来做好，一开始就大举宣传推进，所以整个战略还是挺明确的，因为他有了这样的决心，北京市经开区才愿意跟他合作，其他合作伙伴也才更有信心与他合作，共同推进这件事情的落地。\n此前，雷军也曾表示，汽车在交付之前的投入对小米自身而言都是悬在头上的一把剑，如果造车不顺，可能会挫伤小米的股价。\n在小米汽车团队成员中，不乏极狐汽车原总裁于立国、吉利研究院原总院长胡峥楠等业内有着多年造车经验的大咖。实际上，早在10月19日，小米召开的2021年集团年度投资者会议上，雷军透露过小米汽车的首个工厂选址在北京亦庄。\n北京经开区经历了近30年的发展建设，在今年前三季度，高端汽车和新能源智能汽车产业实现产值1466亿元，占全区工业总产值的35%。\n该区域内还拥有北京奔驰、北汽新能源等整车企业，形成了较为完善的高端汽车、新能源汽车产业链。再加上国创中心、国汽智联等国家级技术创新中心，北京经开区已经成为了世界级新能源汽车共性关键技术的策源地。\n小米能否弯道超车？\n相关数据显示，今年1~10月国内新能源汽车零售渗透率为13%，较2020年5.8%的渗透率提升明显；其中，自主品牌新能源车渗透率为36%，豪华品牌新能源车渗透率为12%，主流合资品牌新能源车渗透率为3.4%。\n与蔚来、小鹏等造车新势力以代工模式切入造车领域不同，小米从一开始就选择自建工厂。虽然代工可以降低成本，并且能够在没有生产资质、生产线和制造经验的情况下快速实现量产，但代工模式在生产成本、产品质量和零部件供应方面都存在不可控性。\n而小米在轻资产和重品质两者中选择了后者，以更好地实现大规模量产、控制生产和交付节奏。这也是蔚来、威马、小鹏等造车新势力后期纷纷自建工厂的原因。\n相比蔚来、理想、小鹏等造车新势力，小米汽车可以说起步已经晚了几年。\n不过，在丁道师看来，以前造车需要多年的技术积累，但是现在蔚来、小鹏、威马等新势力的崛起，说明这个行业只要有很强大的资本，可以弥补技术、时间、研发上的不足，因为用钱几乎可以在这个行业买来绝大部分的生产发展要素。而小米作为一家世界五百强企业，其历史积累比三大汽车新势力深厚得多，雷军在业内的影响力和人脉资源也要优于三大新势力。\n“相比这些新势力，小米还有用户层面的支持，因为其他几家汽车品牌和用户的关系，相对来说是教育。而小米通过这几年手机等智能硬件设备的销售推广，获得了几亿用户，其潜在买家也要多于其他造车新势力，所以有综合优势。”丁道师说，不过小米也有劣势，新能源汽车的风口在几年前就开始了，而小米五六年之后才想起来要造车，先发优势已经没有了，时间上慢了好几拍。\n据了解，为了能够快速地推进汽车业务，小米汽车目前正在大规模地吸纳各方面的人才，并收购相关的公司。在今年8月，小米宣布以7737万美元的价格收购了汽车自动驾驶技术公司深动科技，此外，小米此前还投资了禾赛科技、纵目科技、蜂巢能源和赣锋锂业等公司。\n张毅认为，小米的优势在于，可以延续移动应用领域的积累。其次，小米和雷军有一定的号召力，尤其是在白领群体和大学生群体，有一定的影响力。但是劣势也比较明显，现在造车已经不是两三年前最辉煌的时候了，所以小米造车的速度非常关键。因为现在传统车企都在进军新能源汽车领域，留给小米的时间其实不多了。\n而对于能否追赶上蔚小理（蔚来、小鹏、理想）等汽车新势力，张毅称，主要取决于小米造车的速度，出品速度是最大的关键，新能源汽车领域的竞争越来越激烈，很快就会变成红海。小米过去在智能手机上取得成功，能不能接下来在汽车领域一定成功，确实需要雷军和小米汽车团队超常的努力。其次还要看产品的性价比。\n雷军此前在接受媒体记者采访时表示，做汽车业务并不是为“出风头”，现时电动车已从机械产业转变为信息产业，加上有同行都已经在做，小米不做就会被淘汰。小米从智能手机到智能家居及智能办公，属全智能生态，若跟电动汽车好好整合的话，将有极强的扩张性。\n截至2021年9月底，小米已经投资布局有关智能汽车领域企业62家。其中，智能驾驶布局17家企业，智能电动布局13家企业，智能座舱布局6家企业，有22家企业为2021年新增投资。\n丁道师说，随着小米的入局，其他巨头造车的步伐都会进一步激活、加速，加快行业的发展速度。而且更多的企业进入市场，竞争也会更充分，行业才更有活力，最终反馈到消费者层面，消费者会买到更智能、更有性价比的产品和服务。所以要积极鼓励巨头入局新能源汽车赛道，让这个行业迅速发展壮大。\n对于这些科技巨头化身的造车新势力，中国汽车工程学会名誉理事长付于武曾表示，如果说之前蔚来、小鹏、理想等新势力进入汽车领域，是汽车产业变革的上半场，那么百度、小米等高科技公司进入汽车领域，将开启产业变革的下半场。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601961383,"gmtCreate":1638484666026,"gmtModify":1638484666113,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601961383","repostId":"1159189921","repostType":4,"repost":{"id":"1159189921","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":1638458778,"share":"https://www.laohu8.com/m/news/1159189921?lang=zh_CN&edition=full","pubTime":"2021-12-02 23:26","market":"us","language":"zh","title":"【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159189921","media":"老虎资讯综合","summary":"12月2日讯，东南亚网约车巨头Grab盘中转跌，现跌超5%，开盘曾一度涨超18%。\nGrab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜","content":"<p>12月2日讯，东南亚网约车巨头<a href=\"https://laohu8.com/S/GRAB\">Grab</a>盘中转跌，现跌超5%，开盘曾一度涨超18%。</p>\n<p><img src=\"https://static.tigerbbs.com/19fc94c3845cc80fefe1de3a34127dd0\" tg-width=\"887\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Grab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。</p>\n<p>Grab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。</p>\n<p>SPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。</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>【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%</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【异动】东南亚网约车巨头Grab盘中转跌，现跌超5%\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\">2021-12-02 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月2日讯，东南亚网约车巨头<a href=\"https://laohu8.com/S/GRAB\">Grab</a>盘中转跌，现跌超5%，开盘曾一度涨超18%。</p>\n<p><img src=\"https://static.tigerbbs.com/19fc94c3845cc80fefe1de3a34127dd0\" tg-width=\"887\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Grab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。</p>\n<p>Grab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。</p>\n<p>SPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c439ea84cf35577be106318254ea21ab","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159189921","content_text":"12月2日讯，东南亚网约车巨头Grab盘中转跌，现跌超5%，开盘曾一度涨超18%。\nGrab创立于2012年，是一款集合多重功能的平台，订外卖、叫车、买菜可以在一款应用内完成，集合了美团、滴滴、盒马鲜生、闪送等功能，商业模式与Uber类似。Grab由华裔陈炳耀（Anthony Tan）和陈慧玲在马来西亚创立。现总部位于新加坡，业务遍及东南亚大部分地区。\nGrab的盈利问题一直备受关注，自成立以来，每年都是净亏损，对各个地区商家、司机的优惠和补贴使得Grab不断加大支出。根据公司公布的文件，Grab在2020年及之前至少连续三年净亏损超过20亿美元；2020年的净收入为11.9亿美元，但净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元；总资产为55亿美元，总负债为117亿美元。Grab在截至9月30日的三个月平台交易金额（GMV）创记录达到40亿美元。但是由于越南严格的新冠封锁政策，公司当季营收为1.57亿美元，同比下降9%；净亏损达到9.88亿美元，增长了59%，去年同期亏损6.21亿美元。\nSPAC交易后，Grab最大股东为软银，持股比例为18.6%；Uber持股14.3%。创始人陈炳耀和陈慧玲与总裁Ming Maa拥有B类股份，虽然三人持股仅占3.3%，但投票权高达60.4%。","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603609433,"gmtCreate":1638402854195,"gmtModify":1638402854469,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603609433","repostId":"2188566434","repostType":4,"repost":{"id":"2188566434","kind":"news","pubTimestamp":1638400259,"share":"https://www.laohu8.com/m/news/2188566434?lang=zh_CN&edition=full","pubTime":"2021-12-02 07:10","market":"hk","language":"zh","title":"苹果向法院提起上诉 ：推迟App Store支持外部支付链接","url":"https://stock-news.laohu8.com/highlight/detail?id=2188566434","media":"新浪科技","summary":"新浪科技讯 北京时间12月1日晚间消息，据报道，苹果公司今日向美国第九巡回上诉法院提出上诉，请求该法院驳回低级法院上个月做出的一项裁决，即要求苹果立即改变其App Store应用商店的运营模式。今年9月，苹果向监管机构做出妥协，更新了App Store应用商店的政策，称将允许媒体类应用程序的用户绕过苹果应用商店，直接在第三方应用程序开发者的网站上进行支付。法官罗杰斯当时还下令，苹果必须在12月9日之前对App Store政策进行修改。","content":"<p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间12月1日晚间消息，据报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司今日向美国第九巡回上诉法院提出上诉，请求该法院驳回低级法院上个月做出的一项裁决，即要求苹果立即改变其App Store应用商店的运营模式。</p>\n<p>今年9月，苹果向监管机构做出妥协，更新了App Store应用商店的政策，称将允许媒体类应用程序的用户绕过苹果应用商店，直接在第三方应用程序开发者的网站上进行支付。该政策将在2022年初在全球范围内生效。</p>\n<p>但10月份，苹果对Epic Games案提出上诉，并申请暂缓允许开发者在应用内添加支付网站链接的强制令。如果该申请获得批准，则意味着苹果的新政策可能要等到Epic Games案件上诉结束才会执行。而该上诉过程可能耗时数年，该期间App Store应用商店高额的分成费用也将一直存在。</p>\n<p>上个月，美国地方法院法官伊冯·刚萨雷斯·<a href=\"https://laohu8.com/S/ROG\">罗杰斯</a>（Yvonne Gonzalez Rogers）拒绝了苹果的这一请求，称苹果必须遵守此前的法院命令，允许开发者添加链接或按钮，引导用户至外部支付选项，不得推迟。</p>\n<p>对于该裁决，苹果当时就表示将提出上诉。今日，苹果向美国第九巡回上诉法院提出上诉，请求驳回罗杰斯的裁决。苹果认为，在Epic Games案的所有上诉得到解决之前，不应要求App Store进行额外的政策调整。</p>\n<p>法官罗杰斯当时还下令，苹果必须在12月9日之前对App Store政策进行修改。为此，苹果今日在上诉文件中还请求第九巡回上诉法院在12月8日前采取行动。</p>","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>苹果向法院提起上诉 ：推迟App Store支持外部支付链接</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苹果向法院提起上诉 ：推迟App Store支持外部支付链接\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 07:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/t/2021-12-01/detail-ikyamrmy6269623.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 北京时间12月1日晚间消息，据报道，苹果公司今日向美国第九巡回上诉法院提出上诉，请求该法院驳回低级法院上个月做出的一项裁决，即要求苹果立即改变其App Store应用商店的运营模式。\n今年9月，苹果向监管机构做出妥协，更新了App Store应用商店的政策，称将允许媒体类应用程序的用户绕过苹果应用商店，直接在第三方应用程序开发者的网站上进行支付。该政策将在2022年初在全球范围内生效。...</p>\n\n<a href=\"https://tech.sina.cn/t/2021-12-01/detail-ikyamrmy6269623.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://static.tigerbbs.com/3f05aa706f3f1a3e5d94ce74d6272417","relate_stocks":{"BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","BK4559":"巴菲特持仓","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","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4515":"5G概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股"},"source_url":"https://tech.sina.cn/t/2021-12-01/detail-ikyamrmy6269623.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188566434","content_text":"新浪科技讯 北京时间12月1日晚间消息，据报道，苹果公司今日向美国第九巡回上诉法院提出上诉，请求该法院驳回低级法院上个月做出的一项裁决，即要求苹果立即改变其App Store应用商店的运营模式。\n今年9月，苹果向监管机构做出妥协，更新了App Store应用商店的政策，称将允许媒体类应用程序的用户绕过苹果应用商店，直接在第三方应用程序开发者的网站上进行支付。该政策将在2022年初在全球范围内生效。\n但10月份，苹果对Epic Games案提出上诉，并申请暂缓允许开发者在应用内添加支付网站链接的强制令。如果该申请获得批准，则意味着苹果的新政策可能要等到Epic Games案件上诉结束才会执行。而该上诉过程可能耗时数年，该期间App Store应用商店高额的分成费用也将一直存在。\n上个月，美国地方法院法官伊冯·刚萨雷斯·罗杰斯（Yvonne Gonzalez Rogers）拒绝了苹果的这一请求，称苹果必须遵守此前的法院命令，允许开发者添加链接或按钮，引导用户至外部支付选项，不得推迟。\n对于该裁决，苹果当时就表示将提出上诉。今日，苹果向美国第九巡回上诉法院提出上诉，请求驳回罗杰斯的裁决。苹果认为，在Epic Games案的所有上诉得到解决之前，不应要求App Store进行额外的政策调整。\n法官罗杰斯当时还下令，苹果必须在12月9日之前对App Store政策进行修改。为此，苹果今日在上诉文件中还请求第九巡回上诉法院在12月8日前采取行动。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603121611,"gmtCreate":1638376130608,"gmtModify":1638376130925,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>up up up","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>up up up","text":"$Apple(AAPL)$up up up","images":[{"img":"https://static.tigerbbs.com/45c979e212545baa8264534d09fb6fad","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603121611","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609967401,"gmtCreate":1638232695280,"gmtModify":1638233189305,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609967401","repostId":"2187309146","repostType":4,"repost":{"id":"2187309146","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":1638227399,"share":"https://www.laohu8.com/m/news/2187309146?lang=zh_CN&edition=full","pubTime":"2021-11-30 07:09","market":"hk","language":"zh","title":"顺丰同城今起招股，入场费约3628.2港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2187309146","media":"老虎资讯综合","summary":"11月30日，顺丰同城发布公告，将于11月30日-12月7日招股，公司拟发行约1.31亿股股份，其中公开发售约1312万股，国际发售约1.18亿股，每股发行价16.42-17.96港元，每手200股，","content":"<p>11月30日，<a href=\"https://laohu8.com/S/09699\">顺丰同城</a>发布公告，将于11月30日-12月7日招股，公司拟发行约1.31亿股股份，其中公开发售约1312万股，国际发售约1.18亿股，每股发行价16.42-17.96港元，每手200股，预期将于12月14日上市。【<a href=\"https://www.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\">申购入口</a>】</p>\n<p><img src=\"https://static.tigerbbs.com/22144e23e3cafbe44f0062ac68f31e37\" tg-width=\"658\" tg-height=\"439\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯：</b></p>\n<p>每手200股，入场费3628.2港元。</p>\n<p>乙组门槛为30万股，申购所需资金约5442294.88港元。</p>\n<p><img src=\"https://static.tigerbbs.com/440cf6cf0592c81d7e0c2cb254e91869\" tg-width=\"686\" tg-height=\"424\" referrerpolicy=\"no-referrer\">顺丰同城最初为<a href=\"https://laohu8.com/S/002352\">顺丰控股</a>集团旗下的一个事业部，自2019年起，实现独立化、公司化运作。公司采用全场景业务模式，对各类产品和服务实行配送场景全覆盖。公司服务覆盖范围广泛，涵盖成熟场景（例如餐饮外卖）至增量场景（例如同城零售、近场电商及近场服务）</p>\n<p>根据艾瑞咨询报告，公司已迅速成长为中国最大的第三方实时配送服务平台，截至2021年3月31日止三个月，按订单量计其市场份额达11.1%。</p>\n<p>财务数据方面，2018财年至2020财年公司总营收分别为人民币9.93亿元、21.07亿元、48.43亿元，复合年增长率达120.8%；同期录得净亏损3.28亿元、4.70亿元、7.58亿元。2021年前五个月，公司录得总营收30.46亿元，同比增长约113%，净亏损3.53亿元。<img src=\"https://static.tigerbbs.com/cc8af19f6edd9385b90ab7621ce2d969\" tg-width=\"606\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1ff4ca7fcfb46af8bef742af23db34b7\" tg-width=\"599\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>行业方面，考虑到服务场景的不断扩展及新业态与消费模式的创新，即时配送服务行业具有巨大增长潜力。预计2025年中国即时配送服务行业的年订单量将进一步增至795亿单，2020年至2025年复合年增长率为30.5%。</p>\n<p>基石投资者方面，两名基石投资者同意按发售价认购可供认购的发售股份数目，总额约8.9亿港元，包括淘宝中国控股、<a href=\"https://laohu8.com/S/HELO\">哈啰出行</a>（Hello Inc.）。<img src=\"https://static.tigerbbs.com/b53d1e266add6304edfb27bbee38dfdf\" tg-width=\"616\" tg-height=\"596\" referrerpolicy=\"no-referrer\"></p>\n<p>筹资用途方面，公司所得款项净额21.29亿港元(假设超额配股权未获行使，以发行价中位数计算)。根据招股书，公司拟将股份发售所得款项净额用于以下用途：约35%预期用于研发及技术基础设施；约20%预期用于扩大服务覆盖范围，包括场景覆盖及地域覆盖，以及扩大运力池；约20%预期用于为潜在战略收购及投资于行业价值链上下游业务提供资金，以补充及扩大业务营运；约15%预期用于营销及品牌推广；约10%预期用作营运资金及一般企业用途。</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>顺丰同城今起招股，入场费约3628.2港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\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顺丰同城今起招股，入场费约3628.2港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-30 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月30日，<a href=\"https://laohu8.com/S/09699\">顺丰同城</a>发布公告，将于11月30日-12月7日招股，公司拟发行约1.31亿股股份，其中公开发售约1312万股，国际发售约1.18亿股，每股发行价16.42-17.96港元，每手200股，预期将于12月14日上市。【<a href=\"https://www.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\">申购入口</a>】</p>\n<p><img src=\"https://static.tigerbbs.com/22144e23e3cafbe44f0062ac68f31e37\" tg-width=\"658\" tg-height=\"439\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯：</b></p>\n<p>每手200股，入场费3628.2港元。</p>\n<p>乙组门槛为30万股，申购所需资金约5442294.88港元。</p>\n<p><img src=\"https://static.tigerbbs.com/440cf6cf0592c81d7e0c2cb254e91869\" tg-width=\"686\" tg-height=\"424\" referrerpolicy=\"no-referrer\">顺丰同城最初为<a href=\"https://laohu8.com/S/002352\">顺丰控股</a>集团旗下的一个事业部，自2019年起，实现独立化、公司化运作。公司采用全场景业务模式，对各类产品和服务实行配送场景全覆盖。公司服务覆盖范围广泛，涵盖成熟场景（例如餐饮外卖）至增量场景（例如同城零售、近场电商及近场服务）</p>\n<p>根据艾瑞咨询报告，公司已迅速成长为中国最大的第三方实时配送服务平台，截至2021年3月31日止三个月，按订单量计其市场份额达11.1%。</p>\n<p>财务数据方面，2018财年至2020财年公司总营收分别为人民币9.93亿元、21.07亿元、48.43亿元，复合年增长率达120.8%；同期录得净亏损3.28亿元、4.70亿元、7.58亿元。2021年前五个月，公司录得总营收30.46亿元，同比增长约113%，净亏损3.53亿元。<img src=\"https://static.tigerbbs.com/cc8af19f6edd9385b90ab7621ce2d969\" tg-width=\"606\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1ff4ca7fcfb46af8bef742af23db34b7\" tg-width=\"599\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>行业方面，考虑到服务场景的不断扩展及新业态与消费模式的创新，即时配送服务行业具有巨大增长潜力。预计2025年中国即时配送服务行业的年订单量将进一步增至795亿单，2020年至2025年复合年增长率为30.5%。</p>\n<p>基石投资者方面，两名基石投资者同意按发售价认购可供认购的发售股份数目，总额约8.9亿港元，包括淘宝中国控股、<a href=\"https://laohu8.com/S/HELO\">哈啰出行</a>（Hello Inc.）。<img src=\"https://static.tigerbbs.com/b53d1e266add6304edfb27bbee38dfdf\" tg-width=\"616\" tg-height=\"596\" referrerpolicy=\"no-referrer\"></p>\n<p>筹资用途方面，公司所得款项净额21.29亿港元(假设超额配股权未获行使，以发行价中位数计算)。根据招股书，公司拟将股份发售所得款项净额用于以下用途：约35%预期用于研发及技术基础设施；约20%预期用于扩大服务覆盖范围，包括场景覆盖及地域覆盖，以及扩大运力池；约20%预期用于为潜在战略收购及投资于行业价值链上下游业务提供资金，以补充及扩大业务营运；约15%预期用于营销及品牌推广；约10%预期用作营运资金及一般企业用途。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78057fc7b067f9ec1c000bf7d3f231a7","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","09699":"顺丰同城"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187309146","content_text":"11月30日，顺丰同城发布公告，将于11月30日-12月7日招股，公司拟发行约1.31亿股股份，其中公开发售约1312万股，国际发售约1.18亿股，每股发行价16.42-17.96港元，每手200股，预期将于12月14日上市。【申购入口】\n\n申购阶梯：\n每手200股，入场费3628.2港元。\n乙组门槛为30万股，申购所需资金约5442294.88港元。\n顺丰同城最初为顺丰控股集团旗下的一个事业部，自2019年起，实现独立化、公司化运作。公司采用全场景业务模式，对各类产品和服务实行配送场景全覆盖。公司服务覆盖范围广泛，涵盖成熟场景（例如餐饮外卖）至增量场景（例如同城零售、近场电商及近场服务）\n根据艾瑞咨询报告，公司已迅速成长为中国最大的第三方实时配送服务平台，截至2021年3月31日止三个月，按订单量计其市场份额达11.1%。\n财务数据方面，2018财年至2020财年公司总营收分别为人民币9.93亿元、21.07亿元、48.43亿元，复合年增长率达120.8%；同期录得净亏损3.28亿元、4.70亿元、7.58亿元。2021年前五个月，公司录得总营收30.46亿元，同比增长约113%，净亏损3.53亿元。\n行业方面，考虑到服务场景的不断扩展及新业态与消费模式的创新，即时配送服务行业具有巨大增长潜力。预计2025年中国即时配送服务行业的年订单量将进一步增至795亿单，2020年至2025年复合年增长率为30.5%。\n基石投资者方面，两名基石投资者同意按发售价认购可供认购的发售股份数目，总额约8.9亿港元，包括淘宝中国控股、哈啰出行（Hello Inc.）。\n筹资用途方面，公司所得款项净额21.29亿港元(假设超额配股权未获行使，以发行价中位数计算)。根据招股书，公司拟将股份发售所得款项净额用于以下用途：约35%预期用于研发及技术基础设施；约20%预期用于扩大服务覆盖范围，包括场景覆盖及地域覆盖，以及扩大运力池；约20%预期用于为潜在战略收购及投资于行业价值链上下游业务提供资金，以补充及扩大业务营运；约15%预期用于营销及品牌推广；约10%预期用作营运资金及一般企业用途。","news_type":1,"symbols_score_info":{"48392":0.9,"48453":0.9,"48454":0.6,"48469":0.9,"48473":0.9,"48477":0.9,"48580":0.9,"48622":0.9,"48678":0.9,"48710":0.9,"48711":0.9,"09699":0.9,"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600868259,"gmtCreate":1638139075800,"gmtModify":1638139075888,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600868259","repostId":"1143930033","repostType":4,"repost":{"id":"1143930033","kind":"news","pubTimestamp":1638089724,"share":"https://www.laohu8.com/m/news/1143930033?lang=zh_CN&edition=full","pubTime":"2021-11-28 16:55","market":"fut","language":"zh","title":"奥密克戎，压垮全球风险资产的“最后一根稻草”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1143930033","media":"华尔街见闻","summary":"短期内可能对金融市场的风险偏好有较大压制。","content":"<p>作者：韩旭阳</p>\n<p>11月25日，南非科学家宣布发现新冠新变种菌株B.1.1529，该毒株导致南非豪登省的新增新冠病例数呈指数式增长，其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。</p>\n<p>距离科学家宣布新病毒的发现仅两天，南非超90%的新增新冠案例均为其感染者。全球范围内，以色列、比利时和我国香港均发现了新变种毒株的感染者。</p>\n<p><img src=\"https://static.tigerbbs.com/67cc99ad9b1dba763fdecc5e913485a1\" tg-width=\"1434\" tg-height=\"770\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而本次新病毒出现之际，恰逢市场预期美联储将于12月宣布加快taper。东吴证券认为，<b>这在短期内可能对金融市场的风险偏好有较大压制。</b></p>\n<p>新病毒的市场影响如何？</p>\n<p>新变种毒株在南非的爆发以及向全球的蔓延引发了市场的恐慌，全球主要股市、国债收益率和大宗商品（尤其是原油）大幅下跌。东吴证券认为，<b>在前期利空因素的累积下，疫情变异的消息可能是压垮全球风险资产的“最后一根稻草”。</b></p>\n<p>东吴证券指出，<b>油价和10年期美债收益率下跌是疫情爆发的“标配”。</b>在诸多利空因素的加成下，<b>本次市场调整的幅度要明显大于Delta病毒爆发时。</b>新变种毒株的出现使得市场对美联储的紧缩预期有所降温。</p>\n<p><img src=\"https://static.tigerbbs.com/f427c74aa68a5b5ea99357f269182fb0\" tg-width=\"1586\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/948a687116344b6c672a57c4c2ed27b2\" tg-width=\"1554\" tg-height=\"644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>对于之前累积的利空因素，东吴证券指出，具体包括以下几点：</p>\n<ul>\n <li>高通胀和供给约束下，全球经济的增长动能明显放缓。</li>\n <li>全球货币政策转向的速度开始加快，市场预期美联储很可能在12月议息会议上宣布加速taper；Delta病毒的冲击下欧洲部分国家已经重启封锁，而封锁的范围还在进一步扩大。</li>\n <li>对于原油来说， 美国等经济体的抛储信号和操作带来了额外的利空压力。</li>\n <li>交易层面，临近年终，此前获利颇丰的投资仓位在面临不确定性时会更加倾向于获利了结。</li>\n</ul>\n<p>对于市场参与者来说，东吴证券指出，接下来要重点关注新变种毒株奥密克戎的致病性和疫苗抗性。<b>如果这些方面的严重性超预期，全球经济复苏的节奏可能再次被打断，或将导致美联储收紧的迫切性降低，</b>冲击11月以来“激进”的市场紧缩预期。</p>\n<p>病毒可能加剧股市脆弱性</p>\n<p>早在2020年3月的第一波疫情爆发之前，市场上已经积累了大量泡沫。如今的状况也与当时类似，稳健的经济数据、企业强劲的盈利和美联储的宽松政策中，都使投资者纷纷持看涨观点。</p>\n<p>但目前的股市可能比2020年更具脆弱性。新病毒奥密克戎的出现使得各国政府加强了对来自南非人员的旅行限制，全球股市也纷纷下挫。</p>\n<p>奥密克戎传播的不确定性使标准普尔500指数在周五下跌了2.3%，<b>这是今年2月以来的最大日跌幅，</b>而年初至今这一指数已经上涨超过20%。这对一直对股市持看涨观点的投资者来说无疑是一个“警告”。</p>\n<p><img src=\"https://static.tigerbbs.com/95c0c1913acbfcc56c9e6ba09aedfd2f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>交易员们也纷纷买入保护性期权，推动芝加哥期权交易所（Cboe）波动指数创下1月以来的最大涨幅。</p>\n<p>美国银行和EPFR Global的数据显示，2021年投资者向美国股票交易所交易基金(ETF)和多头基金输送了近9000亿美元的资金，超过过去19年的总和。</p>\n<p>据彭博报道，富达国际（Fidelity International）的全球宏观经济学家Anna Stupnytska表示，随着疫情蔓延和病毒新变种奥密克戎引发了市场担忧，投资者可能会被迫重新考虑他们的看涨观点：</p>\n<blockquote>\n <b>这有可能成为近期宏观和市场前景的一个游戏规则改变者——我们应该这样看待它。</b>\n</blockquote>\n<blockquote>\n 对于市场来说，这个假日季可能会比投资者预期的更加动荡。\n</blockquote>\n<p>但也有分析师提出了不同观点。事实上，<b>新冠病毒并没有出现在华尔街分析师们对股市年度展望的风险预测中。</b>在美国银行的最新调查中，基金经理将Covid-19列为仅次于通胀、央行加息、经济增长放缓和资产泡沫的第五大风险。</p>\n<p>BlueBay资产管理公司首席投资策略师David Riley在接受彭博电视台采访时说：“我们已经适应了病毒的存在，其对宏观和市场的影响是相当有限的，并随着时间的推移而减弱。”</p>\n<p>Miller Value Partners投资组合经理John Spallanzani也表示，感恩节假期至周末期间交易清淡，可能会放大资产抛售的幅度：</p>\n<blockquote>\n 我们通常是在没有基本事实依据的情况下面对市场混乱的。\n</blockquote>\n<blockquote>\n 非洲是世界上疫苗接种率最低的国家之一，\n <b>而这很可能会促使更多的人接种疫苗，这从长远来看是利好消息，不应破坏全球复苏。</b>\n</blockquote>\n<p>直到最近，人们的共识似乎是，新冠肺炎病例的最新激增没什么可担心的。本周早些时候，摩根士丹利建议投资者仔细观察感染的爆发，摩根大通也一致认为第四波疫情“不太可能是一个实质性的或持续的问题”。</p>\n<p>“投资者可以逢低买入”</p>\n<p>不只是东吴证券，对于这一新病毒的蔓延，华尔街多位分析师指出，<b>当务之急是要弄清楚目前的疫苗效力如何。</b></p>\n<p>巴克莱银行分析师Emmanuel Cau表示：</p>\n<blockquote>\n <b>关键是要弄清楚当前的疫苗对新病毒是否仍然有效。新冠疫情的不确定性可能会迫使各国央行谨慎行事。</b>\n</blockquote>\n<blockquote>\n 我们建议在这些水平上进行更多的杠铃式配置和下行对冲，但我们认为，具有韧性的增长以及保持加息耐心的央行应该会继续在中期提供缓冲，\n <b>而投资者可以逢低买入。</b>\n</blockquote>\n<p>贝莱德国际分析师Li Wei在接受彭博采访时表示：</p>\n<blockquote>\n 争论的焦点在于新病毒是否对疫苗功效构成更大挑战。这将决定我们对目前正在发生的事情的看法：如果我们看到的只是重启经济的延迟，而不是根本性的脱轨。\n</blockquote>\n<p>瑞士银行集团Reyl &amp; Cie 的信息主管Cedric Ozazman表示：“这是一种健康的调整，可能仍会出现一些夸大式下跌的情况，<b>但这将是逢低买入的机会。</b>”</p>\n<p>中金：风险资产短期承压 A股市场可能表现更好</p>\n<p>由于当前奥密克戎变种的传播能力和疫苗的有效性仍无科研定论，中金根据新病毒可能的演变方向对市场走势进行了三种情景的预测。</p>\n<p>而其中相对悲观的情景是奥密克戎将导致<b>更高的传染性和致死率、且疫苗基本无效，导致更严厉的全面封锁，可能使得全球防控面临更加严峻的局面。</b></p>\n<p>中金认为，部分国家一定程度的对外甚至对内封锁都难以避免，可能会给经济修复再度蒙上阴影、加重本来就处于相对紧张状态的供应链的压力，进而对资产价格产生压力，这也是市场最为担心的主要原因。</p>\n<p>相比之下，受国内疫情控制更好叠加相对更为充分政策空间和经常账户对资金外流的缓冲，<b>A股市场可能表现更好</b>，而发达市场风险资产出现一定回调，新兴市场“增长落差”进一步放大。<b>避险资产如黄金和美债可能有阶段性行情</b>。</p>\n<p>但中金也指出，这一情形目前来看可能也过于悲观。当前可能相对有利的一面是，各国政府和药厂响应更为及时且积累的更多应对和疫苗研发的经验、更高的接种比例（Delta爆发时，很多国家依然面临接种不足的情形）、以及特效药的研发进展都有可能在应对新的变种病毒时具有更好的准备。</p>\n<p>从资产角度看，中金认为，<b>全球风险资产将不排除仍在短期内承受一定压力</b>。美股可能仍相对领先，新兴市场由于疫情带来的增长压力和流动性退出的资金压力相对承压。</p>","source":"highlight_wallstreetcn","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\" 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}\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奥密克戎，压垮全球风险资产的“最后一根稻草”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 16:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645984><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：韩旭阳\n11月25日，南非科学家宣布发现新冠新变种菌株B.1.1529，该毒株导致南非豪登省的新增新冠病例数呈指数式增长，其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。\n距离科学家宣布新病毒的发现仅两天，南非超90%的新增新冠案例均为其感染者。全球范围内，以色列、比利时和我国香港均发现了新变种毒株的感染者。\n\n而本次新病毒出现之际，恰逢市场预期美联储将于12月宣布加快taper...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645984\">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/a7ec3d0dd1f01bca738ed37472f7e72a","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645984","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143930033","content_text":"作者：韩旭阳\n11月25日，南非科学家宣布发现新冠新变种菌株B.1.1529，该毒株导致南非豪登省的新增新冠病例数呈指数式增长，其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。\n距离科学家宣布新病毒的发现仅两天，南非超90%的新增新冠案例均为其感染者。全球范围内，以色列、比利时和我国香港均发现了新变种毒株的感染者。\n\n而本次新病毒出现之际，恰逢市场预期美联储将于12月宣布加快taper。东吴证券认为，这在短期内可能对金融市场的风险偏好有较大压制。\n新病毒的市场影响如何？\n新变种毒株在南非的爆发以及向全球的蔓延引发了市场的恐慌，全球主要股市、国债收益率和大宗商品（尤其是原油）大幅下跌。东吴证券认为，在前期利空因素的累积下，疫情变异的消息可能是压垮全球风险资产的“最后一根稻草”。\n东吴证券指出，油价和10年期美债收益率下跌是疫情爆发的“标配”。在诸多利空因素的加成下，本次市场调整的幅度要明显大于Delta病毒爆发时。新变种毒株的出现使得市场对美联储的紧缩预期有所降温。\n\n\n对于之前累积的利空因素，东吴证券指出，具体包括以下几点：\n\n高通胀和供给约束下，全球经济的增长动能明显放缓。\n全球货币政策转向的速度开始加快，市场预期美联储很可能在12月议息会议上宣布加速taper；Delta病毒的冲击下欧洲部分国家已经重启封锁，而封锁的范围还在进一步扩大。\n对于原油来说， 美国等经济体的抛储信号和操作带来了额外的利空压力。\n交易层面，临近年终，此前获利颇丰的投资仓位在面临不确定性时会更加倾向于获利了结。\n\n对于市场参与者来说，东吴证券指出，接下来要重点关注新变种毒株奥密克戎的致病性和疫苗抗性。如果这些方面的严重性超预期，全球经济复苏的节奏可能再次被打断，或将导致美联储收紧的迫切性降低，冲击11月以来“激进”的市场紧缩预期。\n病毒可能加剧股市脆弱性\n早在2020年3月的第一波疫情爆发之前，市场上已经积累了大量泡沫。如今的状况也与当时类似，稳健的经济数据、企业强劲的盈利和美联储的宽松政策中，都使投资者纷纷持看涨观点。\n但目前的股市可能比2020年更具脆弱性。新病毒奥密克戎的出现使得各国政府加强了对来自南非人员的旅行限制，全球股市也纷纷下挫。\n奥密克戎传播的不确定性使标准普尔500指数在周五下跌了2.3%，这是今年2月以来的最大日跌幅，而年初至今这一指数已经上涨超过20%。这对一直对股市持看涨观点的投资者来说无疑是一个“警告”。\n\n交易员们也纷纷买入保护性期权，推动芝加哥期权交易所（Cboe）波动指数创下1月以来的最大涨幅。\n美国银行和EPFR Global的数据显示，2021年投资者向美国股票交易所交易基金(ETF)和多头基金输送了近9000亿美元的资金，超过过去19年的总和。\n据彭博报道，富达国际（Fidelity International）的全球宏观经济学家Anna Stupnytska表示，随着疫情蔓延和病毒新变种奥密克戎引发了市场担忧，投资者可能会被迫重新考虑他们的看涨观点：\n\n这有可能成为近期宏观和市场前景的一个游戏规则改变者——我们应该这样看待它。\n\n\n 对于市场来说，这个假日季可能会比投资者预期的更加动荡。\n\n但也有分析师提出了不同观点。事实上，新冠病毒并没有出现在华尔街分析师们对股市年度展望的风险预测中。在美国银行的最新调查中，基金经理将Covid-19列为仅次于通胀、央行加息、经济增长放缓和资产泡沫的第五大风险。\nBlueBay资产管理公司首席投资策略师David Riley在接受彭博电视台采访时说：“我们已经适应了病毒的存在，其对宏观和市场的影响是相当有限的，并随着时间的推移而减弱。”\nMiller Value Partners投资组合经理John Spallanzani也表示，感恩节假期至周末期间交易清淡，可能会放大资产抛售的幅度：\n\n 我们通常是在没有基本事实依据的情况下面对市场混乱的。\n\n\n 非洲是世界上疫苗接种率最低的国家之一，\n 而这很可能会促使更多的人接种疫苗，这从长远来看是利好消息，不应破坏全球复苏。\n\n直到最近，人们的共识似乎是，新冠肺炎病例的最新激增没什么可担心的。本周早些时候，摩根士丹利建议投资者仔细观察感染的爆发，摩根大通也一致认为第四波疫情“不太可能是一个实质性的或持续的问题”。\n“投资者可以逢低买入”\n不只是东吴证券，对于这一新病毒的蔓延，华尔街多位分析师指出，当务之急是要弄清楚目前的疫苗效力如何。\n巴克莱银行分析师Emmanuel Cau表示：\n\n关键是要弄清楚当前的疫苗对新病毒是否仍然有效。新冠疫情的不确定性可能会迫使各国央行谨慎行事。\n\n\n 我们建议在这些水平上进行更多的杠铃式配置和下行对冲，但我们认为，具有韧性的增长以及保持加息耐心的央行应该会继续在中期提供缓冲，\n 而投资者可以逢低买入。\n\n贝莱德国际分析师Li Wei在接受彭博采访时表示：\n\n 争论的焦点在于新病毒是否对疫苗功效构成更大挑战。这将决定我们对目前正在发生的事情的看法：如果我们看到的只是重启经济的延迟，而不是根本性的脱轨。\n\n瑞士银行集团Reyl & Cie 的信息主管Cedric Ozazman表示：“这是一种健康的调整，可能仍会出现一些夸大式下跌的情况，但这将是逢低买入的机会。”\n中金：风险资产短期承压 A股市场可能表现更好\n由于当前奥密克戎变种的传播能力和疫苗的有效性仍无科研定论，中金根据新病毒可能的演变方向对市场走势进行了三种情景的预测。\n而其中相对悲观的情景是奥密克戎将导致更高的传染性和致死率、且疫苗基本无效，导致更严厉的全面封锁，可能使得全球防控面临更加严峻的局面。\n中金认为，部分国家一定程度的对外甚至对内封锁都难以避免，可能会给经济修复再度蒙上阴影、加重本来就处于相对紧张状态的供应链的压力，进而对资产价格产生压力，这也是市场最为担心的主要原因。\n相比之下，受国内疫情控制更好叠加相对更为充分政策空间和经常账户对资金外流的缓冲，A股市场可能表现更好，而发达市场风险资产出现一定回调，新兴市场“增长落差”进一步放大。避险资产如黄金和美债可能有阶段性行情。\n但中金也指出，这一情形目前来看可能也过于悲观。当前可能相对有利的一面是，各国政府和药厂响应更为及时且积累的更多应对和疫苗研发的经验、更高的接种比例（Delta爆发时，很多国家依然面临接种不足的情形）、以及特效药的研发进展都有可能在应对新的变种病毒时具有更好的准备。\n从资产角度看，中金认为，全球风险资产将不排除仍在短期内承受一定压力。美股可能仍相对领先，新兴市场由于疫情带来的增长压力和流动性退出的资金压力相对承压。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":805005296,"gmtCreate":1627817548915,"gmtModify":1633756153014,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805005296","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176559622,"gmtCreate":1626909259666,"gmtModify":1633769953193,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"Like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176559622","repostId":"1160000763","repostType":4,"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896684900,"gmtCreate":1628578287600,"gmtModify":1633746007726,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/896684900","repostId":"1127196790","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888777339,"gmtCreate":1631534862021,"gmtModify":1631891350523,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/888777339","repostId":"2167630550","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891419653,"gmtCreate":1628409574472,"gmtModify":1633747272498,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891419653","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://www.laohu8.com/m/news/1180529438?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission  sued the organization responsible for the development of a decentralized finance  protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-08 09:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":842756019,"gmtCreate":1636247852540,"gmtModify":1636247852758,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842756019","repostId":"2181374735","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842103221,"gmtCreate":1636152203333,"gmtModify":1636152203541,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842103221","repostId":"1136116425","repostType":4,"repost":{"id":"1136116425","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636104081,"share":"https://www.laohu8.com/m/news/1136116425?lang=zh_CN&edition=full","pubTime":"2021-11-05 17:21","market":"us","language":"en","title":"U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021<blockquote>美国夏令时将于2021年11月7日星期日结束</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136116425","media":"Tiger Newspress","summary":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regu","content":"<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p><p><blockquote>亲爱的老虎们，美国夏令时于2021年11月7日周日凌晨2点结束。</blockquote></p><p> At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p><p><blockquote>届时，美股常规交易时段将提前一小时，即北京时间下午22:30至凌晨5:00。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Trading Hours</b></p><p><blockquote><b>交易时间</b></blockquote></p><p> U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p><p><blockquote>美国东部时间：9:30~16:00；北京时间/SGT：22:30~次日5:00</blockquote></p><p> <b>pre-trade</b></p><p><blockquote><b>交易前</b></blockquote></p><p> U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p><p><blockquote>美国东部时间：4:00~9:30；北京时间/SGT：17:00~22:30</blockquote></p><p> <b>post-trade</b></p><p><blockquote><b>交易后</b></blockquote></p><p> U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p><p><blockquote>美国东部时间：16:00~20:00；北京时间/SGT：5:00~9:00</blockquote></p><p> (Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</p><p><blockquote>（注：夏令时总是从三月的第二个星期日开始，到十一月的第一个星期日结束）</blockquote></p><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>U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021<blockquote>美国夏令时将于2021年11月7日星期日结束</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nU.S. Daylight Saving Time Ends on Sunday, Nov.7 2021<blockquote>美国夏令时将于2021年11月7日星期日结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-05 17:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p><p><blockquote>亲爱的老虎们，美国夏令时于2021年11月7日周日凌晨2点结束。</blockquote></p><p> At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p><p><blockquote>届时，美股常规交易时段将提前一小时，即北京时间下午22:30至凌晨5:00。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Trading Hours</b></p><p><blockquote><b>交易时间</b></blockquote></p><p> U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p><p><blockquote>美国东部时间：9:30~16:00；北京时间/SGT：22:30~次日5:00</blockquote></p><p> <b>pre-trade</b></p><p><blockquote><b>交易前</b></blockquote></p><p> U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p><p><blockquote>美国东部时间：4:00~9:30；北京时间/SGT：17:00~22:30</blockquote></p><p> <b>post-trade</b></p><p><blockquote><b>交易后</b></blockquote></p><p> U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p><p><blockquote>美国东部时间：16:00~20:00；北京时间/SGT：5:00~9:00</blockquote></p><p> (Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</p><p><blockquote>（注：夏令时总是从三月的第二个星期日开始，到十一月的第一个星期日结束）</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136116425","content_text":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. \n\nTrading Hours\nU.S. Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~ 5:00 the next day\npre-trade\nU.S. Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00 ~ 22:30\npost-trade\nU.S. Eastern Time:16：00~20：00;Beijing time/SGT:5:00 ~ 9:00\n(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838495538,"gmtCreate":1629422919624,"gmtModify":1631893219645,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838495538","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":854464264,"gmtCreate":1635474665288,"gmtModify":1635474665506,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854464264","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806709096,"gmtCreate":1627691913915,"gmtModify":1633757127271,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582000308162414","idStr":"3582000308162414"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806709096","repostId":"1152039134","repostType":4,"repost":{"id":"1152039134","kind":"news","pubTimestamp":1627689014,"share":"https://www.laohu8.com/m/news/1152039134?lang=zh_CN&edition=full","pubTime":"2021-07-31 07:50","market":"us","language":"en","title":"Jim Cramer: Robinhood's IPO Debacle Shows How Little Has Changed Over the Decades<blockquote>吉姆·克莱默：Robinhood的IPO惨败表明几十年来变化很小</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152039134","media":"The Street","summary":"Take it from a guy who knows, the process is really flawed.\n\nWhat should Robinhood (HOOD) -Get Repor","content":"<p>  Take it from a guy who knows, the process is really flawed.  What should Robinhood&nbsp;(<b>HOOD</b>) -Get Report&nbsp;have done to avoid the IPO debacle?</p><p><blockquote>听一个知道的人说，这个过程真的有缺陷。罗宾汉应该做什么（<b>发动机罩</b>)-获取报告为避免IPO失败做了哪些工作？</blockquote></p><p> I can't speak to what happened on Thursday, who was in charge, who argued for what.</p><p><blockquote>我不能说周四发生了什么，谁是负责人，谁为什么辩护。</blockquote></p><p> I can only tell you what I argued for 22 years ago whenTheStreet.comwas coming public. First, as the founder, I was determined to award all the subscribers with stock to demonstrate my loyalty to them.</p><p><blockquote>我只能告诉你22年前TheStreet.com上市时我争论了什么。首先，作为创始人，我决心用股票奖励所有订阅者，以表明我对他们的忠诚。</blockquote></p><p> Second, I was insistent that the deal be priced much lower than the underwriters wanted. We had already made a ton of money for initial investors. Why not leave a lot on the table and let the new investors do well?</p><p><blockquote>其次，我坚持认为这笔交易的定价要比承销商想要的低得多。我们已经为初始投资者赚了一大笔钱。为什么不把很多留在桌面上，让新投资者做好呢？</blockquote></p><p> Third, I wanted enough stock placed with good hands that there would be no flippers and I wanted close coordination with the various brokers who tended to infiltrate the process and hijack the openings by batching market orders and opening the stocks way too high and then shorting them all the way down.</p><p><blockquote>第三，我希望有足够多的股票交给好人，这样就不会有脚蹼，我希望与各种经纪人密切协调，这些经纪人往往会渗透到流程中，通过批量市场订单、开仓过高然后做空股票来劫持开盘。一路下跌。</blockquote></p><p> I lost on every single point.</p><p><blockquote>我在每一点上都输了。</blockquote></p><p> The underwriters said we could not allocate to subscribers.</p><p><blockquote>承销商说我们不能分配给认购者。</blockquote></p><p> Second, the price of the deal would not be controlled to where we could have a small pop so everyone would win.</p><p><blockquote>第二，交易的价格不会被控制在我们可以有一个小的流行，这样每个人都会赢。</blockquote></p><p> Third, the over-the-transom orders, those who placed market orders, were batched by an outfit called Knight Securities, not the underwriter, Goldman Sachs, and it opened at $62 -- it wasn't even clear what the opening price was it was so chaotic -- traded to $66, like how Robinhood traded to $39 and change, and then never traded higher.</p><p><blockquote>第三，场外订单，即那些下市价订单的人，是由一家名为Knight Securities的机构分批的，而不是承销商高盛，开盘价是62美元——甚至不清楚开盘价是多少，太混乱了——交易到66美元，就像Robinhood交易到39美元然后改变，然后再也没有交易更高。</blockquote></p><p> Everyone who bought that day lost money.</p><p><blockquote>那天买的都亏了。</blockquote></p><p> Everyone who sold that day made money.</p><p><blockquote>那天卖出的每个人都赚钱了。</blockquote></p><p> No subscribers got in, most bought at the opening, from what I can tell, and I alienated everyone except the big dogs.</p><p><blockquote>据我所知，没有订户进来，大多数是在开盘时买的，我疏远了除了大狗之外的所有人。</blockquote></p><p> It is amazing that here we are in 2021 and the process, while letting clients in, failed to price it so that Robinhood left money on the table. Believe me, it was possible to do so. But the underwriters and the management chose not to do so. We don't know which side screwed up, or both, but there was a successful blueprint; believe me, if I knew what it was in 1999, they knew what it is now.</p><p><blockquote>令人惊讶的是，我们现在是2021年，这个过程虽然让客户进入，但却未能定价，因此Robinhood将钱留在了桌面上。相信我，这是可能的。但承销商和管理层选择不这样做。我们不知道哪一方搞砸了，或者两者都搞砸了，但有一个成功的蓝图；相信我，如果我知道1999年是什么，他们也知道现在是什么。</blockquote></p><p> I always regretted what happened. Most people blamed me as I was the face of the process. I was astounded by how horrendous it was and did not \"take the long view\" because the long view sucked.</p><p><blockquote>我一直对发生的事感到后悔。大多数人责怪我，因为我是这个过程的代言人。我被它的可怕程度震惊了，没有“从长计议”，因为从长计议很糟糕。</blockquote></p><p> Why do these things go wrong? I do blame the underwriter because they do this every day and the principals only do it once. They have to keep the management from betraying the shareholders because the shareholders think that it is management's fault. No underwriter is EVER going to say that they screwed up. That's not in the cards.</p><p><blockquote>为什么这些事情会出错？我确实责怪承销商，因为他们每天都这样做，而委托人只做一次。他们必须阻止管理层背叛股东，因为股东认为这是管理层的错。没有承销商会说他们搞砸了。那是不可能的。</blockquote></p><p> So, we sit back and we marvel about how badly the deal went even as it was well within the province of the underwriter and the principals to make it so Robinhood left more on the table.</p><p><blockquote>因此，我们坐下来，惊叹于这笔交易进行得有多糟糕，尽管它完全在承销商和委托人的范围内，所以罗宾汉留下了更多。</blockquote></p><p> Greed?</p><p><blockquote>贪婪？</blockquote></p><p> Stupidity?</p><p><blockquote>愚蠢？</blockquote></p><p> How about poor execution and a lack of transparency that shows how badly it was handled.</p><p><blockquote>糟糕的执行和缺乏透明度表明事情处理得有多糟糕怎么样？</blockquote></p><p> Just like the offering ofTheStreet.com.</p><p><blockquote>就像TheStreet.com的产品一样。</blockquote></p><p></p>","source":"lsy1610613172068","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>Jim Cramer: Robinhood's IPO Debacle Shows How Little Has Changed Over the Decades<blockquote>吉姆·克莱默：Robinhood的IPO惨败表明几十年来变化很小</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nJim Cramer: Robinhood's IPO Debacle Shows How Little Has Changed Over the Decades<blockquote>吉姆·克莱默：Robinhood的IPO惨败表明几十年来变化很小</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-31 07:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Take it from a guy who knows, the process is really flawed.  What should Robinhood&nbsp;(<b>HOOD</b>) -Get Report&nbsp;have done to avoid the IPO debacle?</p><p><blockquote>听一个知道的人说，这个过程真的有缺陷。罗宾汉应该做什么（<b>发动机罩</b>)-获取报告为避免IPO失败做了哪些工作？</blockquote></p><p> I can't speak to what happened on Thursday, who was in charge, who argued for what.</p><p><blockquote>我不能说周四发生了什么，谁是负责人，谁为什么辩护。</blockquote></p><p> I can only tell you what I argued for 22 years ago whenTheStreet.comwas coming public. First, as the founder, I was determined to award all the subscribers with stock to demonstrate my loyalty to them.</p><p><blockquote>我只能告诉你22年前TheStreet.com上市时我争论了什么。首先，作为创始人，我决心用股票奖励所有订阅者，以表明我对他们的忠诚。</blockquote></p><p> Second, I was insistent that the deal be priced much lower than the underwriters wanted. We had already made a ton of money for initial investors. Why not leave a lot on the table and let the new investors do well?</p><p><blockquote>其次，我坚持认为这笔交易的定价要比承销商想要的低得多。我们已经为初始投资者赚了一大笔钱。为什么不把很多留在桌面上，让新投资者做好呢？</blockquote></p><p> Third, I wanted enough stock placed with good hands that there would be no flippers and I wanted close coordination with the various brokers who tended to infiltrate the process and hijack the openings by batching market orders and opening the stocks way too high and then shorting them all the way down.</p><p><blockquote>第三，我希望有足够多的股票交给好人，这样就不会有脚蹼，我希望与各种经纪人密切协调，这些经纪人往往会渗透到流程中，通过批量市场订单、开仓过高然后做空股票来劫持开盘。一路下跌。</blockquote></p><p> I lost on every single point.</p><p><blockquote>我在每一点上都输了。</blockquote></p><p> The underwriters said we could not allocate to subscribers.</p><p><blockquote>承销商说我们不能分配给认购者。</blockquote></p><p> Second, the price of the deal would not be controlled to where we could have a small pop so everyone would win.</p><p><blockquote>第二，交易的价格不会被控制在我们可以有一个小的流行，这样每个人都会赢。</blockquote></p><p> Third, the over-the-transom orders, those who placed market orders, were batched by an outfit called Knight Securities, not the underwriter, Goldman Sachs, and it opened at $62 -- it wasn't even clear what the opening price was it was so chaotic -- traded to $66, like how Robinhood traded to $39 and change, and then never traded higher.</p><p><blockquote>第三，场外订单，即那些下市价订单的人，是由一家名为Knight Securities的机构分批的，而不是承销商高盛，开盘价是62美元——甚至不清楚开盘价是多少，太混乱了——交易到66美元，就像Robinhood交易到39美元然后改变，然后再也没有交易更高。</blockquote></p><p> Everyone who bought that day lost money.</p><p><blockquote>那天买的都亏了。</blockquote></p><p> Everyone who sold that day made money.</p><p><blockquote>那天卖出的每个人都赚钱了。</blockquote></p><p> No subscribers got in, most bought at the opening, from what I can tell, and I alienated everyone except the big dogs.</p><p><blockquote>据我所知，没有订户进来，大多数是在开盘时买的，我疏远了除了大狗之外的所有人。</blockquote></p><p> It is amazing that here we are in 2021 and the process, while letting clients in, failed to price it so that Robinhood left money on the table. Believe me, it was possible to do so. But the underwriters and the management chose not to do so. We don't know which side screwed up, or both, but there was a successful blueprint; believe me, if I knew what it was in 1999, they knew what it is now.</p><p><blockquote>令人惊讶的是，我们现在是2021年，这个过程虽然让客户进入，但却未能定价，因此Robinhood将钱留在了桌面上。相信我，这是可能的。但承销商和管理层选择不这样做。我们不知道哪一方搞砸了，或者两者都搞砸了，但有一个成功的蓝图；相信我，如果我知道1999年是什么，他们也知道现在是什么。</blockquote></p><p> I always regretted what happened. Most people blamed me as I was the face of the process. I was astounded by how horrendous it was and did not \"take the long view\" because the long view sucked.</p><p><blockquote>我一直对发生的事感到后悔。大多数人责怪我，因为我是这个过程的代言人。我被它的可怕程度震惊了，没有“从长计议”，因为从长计议很糟糕。</blockquote></p><p> Why do these things go wrong? I do blame the underwriter because they do this every day and the principals only do it once. They have to keep the management from betraying the shareholders because the shareholders think that it is management's fault. No underwriter is EVER going to say that they screwed up. That's not in the cards.</p><p><blockquote>为什么这些事情会出错？我确实责怪承销商，因为他们每天都这样做，而委托人只做一次。他们必须阻止管理层背叛股东，因为股东认为这是管理层的错。没有承销商会说他们搞砸了。那是不可能的。</blockquote></p><p> So, we sit back and we marvel about how badly the deal went even as it was well within the province of the underwriter and the principals to make it so Robinhood left more on the table.</p><p><blockquote>因此，我们坐下来，惊叹于这笔交易进行得有多糟糕，尽管它完全在承销商和委托人的范围内，所以罗宾汉留下了更多。</blockquote></p><p> Greed?</p><p><blockquote>贪婪？</blockquote></p><p> Stupidity?</p><p><blockquote>愚蠢？</blockquote></p><p> How about poor execution and a lack of transparency that shows how badly it was handled.</p><p><blockquote>糟糕的执行和缺乏透明度表明事情处理得有多糟糕怎么样？</blockquote></p><p> Just like the offering ofTheStreet.com.</p><p><blockquote>就像TheStreet.com的产品一样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/cramer-robinhood-ipo-debacle-thestreet-7-30-21\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood"},"source_url":"https://www.thestreet.com/investing/cramer-robinhood-ipo-debacle-thestreet-7-30-21","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152039134","content_text":"Take it from a guy who knows, the process is really flawed.\n\nWhat should Robinhood (HOOD) -Get Report have done to avoid the IPO debacle?\nI can't speak to what happened on Thursday, who was in charge, who argued for what.\nI can only tell you what I argued for 22 years ago whenTheStreet.comwas coming public. First, as the founder, I was determined to award all the subscribers with stock to demonstrate my loyalty to them.\nSecond, I was insistent that the deal be priced much lower than the underwriters wanted. We had already made a ton of money for initial investors. Why not leave a lot on the table and let the new investors do well?\nThird, I wanted enough stock placed with good hands that there would be no flippers and I wanted close coordination with the various brokers who tended to infiltrate the process and hijack the openings by batching market orders and opening the stocks way too high and then shorting them all the way down.\nI lost on every single point.\nThe underwriters said we could not allocate to subscribers.\nSecond, the price of the deal would not be controlled to where we could have a small pop so everyone would win.\nThird, the over-the-transom orders, those who placed market orders, were batched by an outfit called Knight Securities, not the underwriter, Goldman Sachs, and it opened at $62 -- it wasn't even clear what the opening price was it was so chaotic -- traded to $66, like how Robinhood traded to $39 and change, and then never traded higher.\nEveryone who bought that day lost money.\nEveryone who sold that day made money.\nNo subscribers got in, most bought at the opening, from what I can tell, and I alienated everyone except the big dogs.\nIt is amazing that here we are in 2021 and the process, while letting clients in, failed to price it so that Robinhood left money on the table. Believe me, it was possible to do so. But the underwriters and the management chose not to do so. We don't know which side screwed up, or both, but there was a successful blueprint; believe me, if I knew what it was in 1999, they knew what it is now.\nI always regretted what happened. Most people blamed me as I was the face of the process. I was astounded by how horrendous it was and did not \"take the long view\" because the long view sucked.\nWhy do these things go wrong? I do blame the underwriter because they do this every day and the principals only do it once. They have to keep the management from betraying the shareholders because the shareholders think that it is management's fault. No underwriter is EVER going to say that they screwed up. That's not in the cards.\nSo, we sit back and we marvel about how badly the deal went even as it was well within the province of the underwriter and the principals to make it so Robinhood left more on the table.\nGreed?\nStupidity?\nHow about poor execution and a lack of transparency that shows how badly it was handled.\nJust like the offering ofTheStreet.com.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}