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Angiekcy
2021-11-30
Yes
抱歉,原内容已删除
Angiekcy
2021-11-27
Ok
华尔街各大机构解读:变异病毒对市场到底有多大影响?
Angiekcy
2021-11-11
$老虎证券(TIGR)$
今晚会上?
Angiekcy
2021-11-09
OK
震惊投资圈!软银如何三个月亏掉8250亿日元?
Angiekcy
2021-11-08
$腾讯控股(00700)$
怎么爬不上呢?😬
Angiekcy
2021-11-05
$百世集团(BEST)$
今晚看你表演了
Angiekcy
2021-11-04
$腾讯控股(00700)$
上上上呀
Angiekcy
2021-11-03
$百世集团(BEST)$
还会上?
Angiekcy
2021-11-02
$百世集团(BEST)$
不要再跌了😫
Angiekcy
2021-11-02
Ok
抱歉,原内容已删除
Angiekcy
2021-11-01
$老虎证券(TIGR)$
加油呀
Angiekcy
2021-11-01
$老虎证券(TIGR)$
加油呀
Angiekcy
2021-10-31
$百世集团(BEST)$
怎么了
Angiekcy
2021-10-30
$老虎证券(TIGR)$
搞什么呀😫
Angiekcy
2021-10-29
Ok
华为前三季度公司实现销售收入4558亿元
Angiekcy
2021-10-29
$百世集团(BEST)$
今天表演了
Angiekcy
2021-10-28
$腾讯控股(00700)$
等了很久,快加油
Angiekcy
2021-10-27
$老虎证券(TIGR)$
继续努力
Angiekcy
2021-10-27
😉
抱歉,原内容已删除
Angiekcy
2021-10-26
Ok
通用电气三季度EPS超预期,提升全财年盈利预估
去老虎APP查看更多动态
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15:56","market":"us","language":"zh","title":"华尔街各大机构解读:变异病毒对市场到底有多大影响?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121478762","media":"华尔街见闻","summary":"关键是要弄清楚当前的疫苗对新病毒是否仍然有效。","content":"<p>作者:王眉</p>\n<p>周五,对新毒株Omicron的恐慌蔓延至市场,全球股市、原油等风险资产普跌,债券、黄金、日元等避险资产大涨。</p>\n<p>接下来,怎么看新病毒?以下是华尔街分析师的速评:</p>\n<p>花旗银行—Andrew Baum</p>\n<ul>\n <li>“三个月后如果新病毒仍引发关注,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>可以在100天内研发出一种新的特定变异疫苗。”</li>\n <li>辉瑞公司的一位发言人在发给彭博社的一份电子邮件声明中证实:“如果疫苗逃逸变种出现,辉瑞和biotech预计能够在大约100天内开发和生产针对该变种的定制疫苗,但需获得监管部门的批准。”</li>\n <li>Baum在给客户的一份报告中表示:“新型口服抗新冠药物应该会对新病毒保持活性,但随着时间的推移耐药性可能会出现。”</li>\n <li>“接下来的两周将决定新病毒是否会在英国和德国等感染率较高的国家取代delta。”</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>—Emmanuel Cau</p>\n<ul>\n <li>“<b>由于多个股票市场处于历史高位,年末流动性稀少,而且新增新冠病例再次上升,回调似乎合乎逻辑。</b>”</li>\n <li>“<b>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</b>,<b>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,而投资者可以逢低买入。</b>”</li>\n <li>“<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>”</li>\n</ul>\n<p>贝伦伯格—Holger Schmieding</p>\n<ul>\n <li>“现阶段评估潜在的经济后果还为时过早。”</li>\n <li>“任何新的疫情浪潮都可能造成严重的经济损失。一个潜在的缓解因素是,世界现在处于高度戒备状态,并提高了其开发、调整和生产疫苗的能力。”</li>\n</ul>\n<p>德国Comdirect银行—Andreas Lipkow</p>\n<ul>\n <li>“欧洲股市今天确实经受了终极考验。”</li>\n <li>“<b>这次价格变动的时机非常不合时宜。一方面是临近周末,另一方面是在一个缩短的美国交易日。</b>”</li>\n <li>“德国DAX指数继续失去动力,因为在目前的爆炸性形势下,欧洲(尤其是德国)的市场参与者找不到任何有力的理由逢低买入。”</li>\n</ul>\n<p>三井住友资产管理公司—Masahiro Ichikawa</p>\n<ul>\n <li>“即使在新病毒消息发布之前,美欧的新增病例已经开始上升,所以投资者担心新病毒可能会让感染急剧增加。”</li>\n <li>日经225指数有可能跌破29000点大关;如果该指数突破这一水平,当天收盘有可能在28000日元区间内。</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/BX\">黑石</a>集团—李伟</p>\n<ul>\n <li>首席投资策略师李伟在彭博电视上表示,<b>争论的焦点在于新病毒是否对疫苗功效构成更大挑战。</b></li>\n <li>“这将决定我们对目前正在发生的事情的看法:<b>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。</b>”</li>\n</ul>\n<p>衍生品服务商IG Markets—Kyle Rodda</p>\n<ul>\n <li>“事实上,在有关新变体的‘可怕’头条新闻出现之际,我们已经放弃了北美市场。”</li>\n <li>一些周期股走软,暗示市场对经济增长和美联储的激进举措感到担忧,后者可能令全球经济放缓。</li>\n</ul>\n<p>瑞士<a href=\"https://laohu8.com/S/PVTB\">私人银行</a>Lombard Odier—niveita Sunil</p>\n<ul>\n <li>负责亚洲和新兴市场债务投资组合经理 Nivedita Sunil 表示,<b>虽然更明显的全球风险规避举措将同时影响全球市场和亚洲信贷市场,但对后者的直接影响可能更加有限且可控。</b></li>\n <li>因为直到最近,亚洲是疫情防控最严格的地区之一。</li>\n</ul>\n<p>研究机构United First Partners —Justin Tang</p>\n<ul>\n <li>亚洲研究主管Justin Tang表示,好消息是英国等国家正在迅速采取行动遏制任何新变种的传播。</li>\n <li>“鉴于世界之前经历过delta病毒,因此对于应对这种情况已经有了一定了解。<b>预计会有新的突变,而不是未知的东西。</b>”</li>\n</ul>\n<p>百达财富管理(Pictet)—信息主管 Cesar Perez Ruiz</p>\n<ul>\n <li>“<b>我们需要小心,因为我们还没有足够的数据,但如果新病毒对疫苗免疫,它肯定会显著影响增长。</b>”</li>\n <li>“<b>问题在于,市场今年上涨了很多,估值很高,鉴于不确定性,市场会先卖出,然后再提出问题。</b>”</li>\n <li>“我们已经做好了更好的准备来对抗它,而且新疫苗可以迅速生产出来,我们知道各国央行和政策制定者的反应措施将减轻这种影响。”</li>\n</ul>\n<p>研究机构Abrdn—欧洲股票主管Ben Ritchie</p>\n<ul>\n <li>“在过去18个月里,股票市场已经能够审视一系列新的变异株。说到底,<b>新冠病毒尚未证明对经济增长构成重大阻碍,也并未真正使复苏脱轨。</b>”</li>\n <li>“如果结果证明新病毒会使疫苗的有效性显著降低,那么这将是一个重大的转变。但即便如此,我怀疑它的影响不会像最初的病毒那样消极,因为我们对它的了解更多了。”</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/0H6T.UK\">瑞典银行</a>-战略和配置主管Mattias Isakson</p>\n<ul>\n <li>“现在修正2022年的前景还为时过早,但很明显,这一消息会增加短期风险。<b>我们将暂时保留世卫组织的说法——新病毒可能影响重大。</b>”</li>\n</ul>\n<p>瑞士银行集团Reyl & Cie ——信息主管Cedric Ozazman</p>\n<ul>\n <li>“市场正接近超买状态,这意味着它们需要一个下跌的借口。我不确定它会持续太久。”</li>\n <li>“<b>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。</b>”</li>\n</ul>\n<p>瑞讯银行——Ipek Ozkardeskaya</p>\n<ul>\n <li>“新变体可能会打击经济复苏,但这一次央行将没有足够的空间来应对另一场经济衰退。他们无法同时对抗通胀和促进经济增长。他们必须做出选择。”</li>\n <li>“<b>不过有一个希望:如果新变体冲击能源需求,那么我们可能会看到能源价格下降,这可能会缓解通胀压力,帮助各国央行在明年保持更加鸽派的立场。</b>”</li>\n</ul>","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\" />\n<title>华尔街各大机构解读:变异病毒对市场到底有多大影响?</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华尔街各大机构解读:变异病毒对市场到底有多大影响?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 15:56 北京时间 <a href=https://wallstreetcn.com/articles/3645967><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:王眉\n周五,对新毒株Omicron的恐慌蔓延至市场,全球股市、原油等风险资产普跌,债券、黄金、日元等避险资产大涨。\n接下来,怎么看新病毒?以下是华尔街分析师的速评:\n花旗银行—Andrew Baum\n\n“三个月后如果新病毒仍引发关注,辉瑞可以在100天内研发出一种新的特定变异疫苗。”\n辉瑞公司的一位发言人在发给彭博社的一份电子邮件声明中证实:“如果疫苗逃逸变种出现,辉瑞和biotech预计...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645967\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/723fc7ce14c04d8d7e21d80a2b1393b7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645967","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1121478762","content_text":"作者:王眉\n周五,对新毒株Omicron的恐慌蔓延至市场,全球股市、原油等风险资产普跌,债券、黄金、日元等避险资产大涨。\n接下来,怎么看新病毒?以下是华尔街分析师的速评:\n花旗银行—Andrew Baum\n\n“三个月后如果新病毒仍引发关注,辉瑞可以在100天内研发出一种新的特定变异疫苗。”\n辉瑞公司的一位发言人在发给彭博社的一份电子邮件声明中证实:“如果疫苗逃逸变种出现,辉瑞和biotech预计能够在大约100天内开发和生产针对该变种的定制疫苗,但需获得监管部门的批准。”\nBaum在给客户的一份报告中表示:“新型口服抗新冠药物应该会对新病毒保持活性,但随着时间的推移耐药性可能会出现。”\n“接下来的两周将决定新病毒是否会在英国和德国等感染率较高的国家取代delta。”\n\n巴克莱银行—Emmanuel Cau\n\n“由于多个股票市场处于历史高位,年末流动性稀少,而且新增新冠病例再次上升,回调似乎合乎逻辑。”\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,而投资者可以逢低买入。”\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贝伦伯格—Holger Schmieding\n\n“现阶段评估潜在的经济后果还为时过早。”\n“任何新的疫情浪潮都可能造成严重的经济损失。一个潜在的缓解因素是,世界现在处于高度戒备状态,并提高了其开发、调整和生产疫苗的能力。”\n\n德国Comdirect银行—Andreas Lipkow\n\n“欧洲股市今天确实经受了终极考验。”\n“这次价格变动的时机非常不合时宜。一方面是临近周末,另一方面是在一个缩短的美国交易日。”\n“德国DAX指数继续失去动力,因为在目前的爆炸性形势下,欧洲(尤其是德国)的市场参与者找不到任何有力的理由逢低买入。”\n\n三井住友资产管理公司—Masahiro Ichikawa\n\n“即使在新病毒消息发布之前,美欧的新增病例已经开始上升,所以投资者担心新病毒可能会让感染急剧增加。”\n日经225指数有可能跌破29000点大关;如果该指数突破这一水平,当天收盘有可能在28000日元区间内。\n\n黑石集团—李伟\n\n首席投资策略师李伟在彭博电视上表示,争论的焦点在于新病毒是否对疫苗功效构成更大挑战。\n“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衍生品服务商IG Markets—Kyle Rodda\n\n“事实上,在有关新变体的‘可怕’头条新闻出现之际,我们已经放弃了北美市场。”\n一些周期股走软,暗示市场对经济增长和美联储的激进举措感到担忧,后者可能令全球经济放缓。\n\n瑞士私人银行Lombard Odier—niveita Sunil\n\n负责亚洲和新兴市场债务投资组合经理 Nivedita Sunil 表示,虽然更明显的全球风险规避举措将同时影响全球市场和亚洲信贷市场,但对后者的直接影响可能更加有限且可控。\n因为直到最近,亚洲是疫情防控最严格的地区之一。\n\n研究机构United First Partners —Justin Tang\n\n亚洲研究主管Justin Tang表示,好消息是英国等国家正在迅速采取行动遏制任何新变种的传播。\n“鉴于世界之前经历过delta病毒,因此对于应对这种情况已经有了一定了解。预计会有新的突变,而不是未知的东西。”\n\n百达财富管理(Pictet)—信息主管 Cesar Perez Ruiz\n\n“我们需要小心,因为我们还没有足够的数据,但如果新病毒对疫苗免疫,它肯定会显著影响增长。”\n“问题在于,市场今年上涨了很多,估值很高,鉴于不确定性,市场会先卖出,然后再提出问题。”\n“我们已经做好了更好的准备来对抗它,而且新疫苗可以迅速生产出来,我们知道各国央行和政策制定者的反应措施将减轻这种影响。”\n\n研究机构Abrdn—欧洲股票主管Ben Ritchie\n\n“在过去18个月里,股票市场已经能够审视一系列新的变异株。说到底,新冠病毒尚未证明对经济增长构成重大阻碍,也并未真正使复苏脱轨。”\n“如果结果证明新病毒会使疫苗的有效性显著降低,那么这将是一个重大的转变。但即便如此,我怀疑它的影响不会像最初的病毒那样消极,因为我们对它的了解更多了。”\n\n瑞典银行-战略和配置主管Mattias Isakson\n\n“现在修正2022年的前景还为时过早,但很明显,这一消息会增加短期风险。我们将暂时保留世卫组织的说法——新病毒可能影响重大。”\n\n瑞士银行集团Reyl & Cie ——信息主管Cedric Ozazman\n\n“市场正接近超买状态,这意味着它们需要一个下跌的借口。我不确定它会持续太久。”\n“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\n瑞讯银行——Ipek Ozkardeskaya\n\n“新变体可能会打击经济复苏,但这一次央行将没有足够的空间来应对另一场经济衰退。他们无法同时对抗通胀和促进经济增长。他们必须做出选择。”\n“不过有一个希望:如果新变体冲击能源需求,那么我们可能会看到能源价格下降,这可能会缓解通胀压力,帮助各国央行在明年保持更加鸽派的立场。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870277934,"gmtCreate":1636628812578,"gmtModify":1636628812817,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今晚会上?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今晚会上?","text":"$老虎证券(TIGR)$今晚会上?","images":[{"img":"https://static.tigerbbs.com/50c2cc32b4e44691bad041ffb2ae4aec","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/870277934","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844549336,"gmtCreate":1636446045202,"gmtModify":1636446045399,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844549336","repostId":"2182779919","repostType":4,"repost":{"id":"2182779919","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1636427755,"share":"https://www.laohu8.com/m/news/2182779919?lang=&edition=full","pubTime":"2021-11-09 11:15","market":"sh","language":"zh","title":"震惊投资圈!软银如何三个月亏掉8250亿日元?","url":"https://stock-news.laohu8.com/highlight/detail?id=2182779919","media":"券商中国","summary":"三个月亏掉8200亿日元,又刷新了全球风投史上的纪录。3个月巨亏8250亿日元中国互联网巨头的重挫,最大的“受害者”竟是软银集团。巨亏的真相愿景基金3个月巨亏8250.86亿日元,与2只电商巨头股价暴跌有密切关系。2016年至2017年,软银中国斥资100亿美元参与了滴滴的G轮及战略融资,届时滴滴的估值早已超过500亿美元。9000亿赛道重挫,疫苗龙头暴跌17","content":"<p>三个月亏掉8200亿日元,又刷新了全球风投史上的纪录。</p>\n<p>11月8日,日本投资巨头——软银集团披露了最新的财报,今年7-9月,愿景基金合计亏损高达8250.86亿日元(约合人民币465亿元),超越了此前单季度亏损7886亿日元的纪录,成为史上最惨烈的一个季度。</p>\n<p>此次巨亏或许与愿景基金重仓的2只电商股相关。首先是,韩国最大的电商企业Coupang在三季度的最大跌幅超44%,使得愿景基金持仓市值缩水超过79亿美元(约合人民币505亿元);另外,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股价也一路走低,三季度的跌幅达34.7%,使得阿里巴巴在愿景基金的持仓占比首次降至30%以下。</p>\n<p>软银CEO孙正义表示,目前,公司正处于“暴风雪”中,更重要的一项指标:净资产价值在一年内下降超过770亿美元(约合人民币4926亿元)。</p>\n<p><b>3个月巨亏8250亿日元</b></p>\n<p>中国互联网巨头的重挫,最大的“受害者”竟是软银集团。</p>\n<p>当地时间11月8日,全球风险投资巨头—软银集团更新了2021财年第二财季(截至7-9月)的财报数据,因旗下愿景基金的投资遭遇巨幅回撤,软银集团在第三季度净亏损接近4000亿日元(约合人民币226亿元)。</p>\n<p>根据软银的财报显示,今年7-9月,愿景基金部门合计亏损高达8250.86亿日元(约合人民币465亿元),超越了全球疫情爆发伊始造成的单季度7886亿日元的损失纪录,成为愿景基金史上最惨烈的一个季度。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa7eb9627df48b1ada73a5983b89530\" tg-width=\"1080\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>来源:软银财报</span></p>\n<p>这份糟糕的财报,再次令软银集团成为全球投资圈的舆论焦点。上一次遭遇如此巨大的亏损,是在2020财年(2019/4/1 至 2020/3/31),一年亏掉1.8万亿日元(约合人民币1015亿元),当时业绩“爆雷”的主要原因是,估值超700亿美元的“独角兽”<a href=\"https://laohu8.com/S/WE\">WeWork</a>上市失败,泡沫破灭;另一只重仓持有的科技巨头Uber股价连续遭遇暴跌。</p>\n<p>面对这份财报,软银CEO孙正义在财报发布会上表示,目前,公司正处于“暴风雪”中,净利润遭遇大幅下降,更重要的指标是,公司的净资产价值在一年内下降超过770亿美元,其中愿景基金第一大重仓股阿里巴巴的仓位占比已经下降至不足30%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62e2e29089da4196b115bd16b948b34d\" tg-width=\"1080\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>来源:软银财报</span></p>\n<p>尽管愿景基金的表现糟糕,但孙正义强调,虽然愿景基金近3个月表现不佳,但从累计投资回报的角度来看愿景基金仍为投资者带来了接近6万亿日元的回报。更重要的是,愿景二期基金正处于布局阶段,有望在几年后进入回报期,预计愿景基金旗下投资有望在2021财年实现31宗IPO。</p>\n<p>但投资标的实现IPO似乎并不能给愿景基金带来丰厚回报,有机构分析师指出,回顾软银愿景基金今年的表现,旗下的大部分IPO项目都没能赚到钱,其在新股市场的表现非常差,这背后的原因是,愿景基金投资的项目价格虚高,甚至出现了泡沫。</p>\n<p>其中,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>便是案例之一,2016年至2017年,软银中国斥资100亿美元参与了滴滴的G轮及战略融资,当时滴滴的估值已超过500亿美元。今年滴滴上市后,股价一路下行,最新收盘价(8.12美元)对应的总市值为392亿美元,意味着,软银对滴滴的这笔投资中,已经出现了大幅亏损。</p>\n<p>账面巨亏也给软银的股价蒙上了一层阴影,自7月以来,软银股价持续下挫,截止11月8日收盘,最新股价为6161日元,相较今年3月的高点,累计下跌幅度超42%,大幅跑输日经指数、美国的纳斯达克指数。对此,孙正义在业绩发布会也做出回应,董事会已经批准了一项价值最多1万亿日元的回购计划。</p>\n<p><b>巨亏的真相</b></p>\n<p>愿景基金3个月巨亏8250.86亿日元,与2只电商巨头股价暴跌有密切关系。</p>\n<p>首先是,韩国最大的电商企业Coupang,今年7月以来,其股价连续遭遇大跌,三季度的最大跌幅超44%,总市值蒸发351.54亿美元(约合人民币2249亿元)。</p>\n<p><img src=\"https://static.tigerbbs.com/6704d4d48402eb0327a1bd883ada2856\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>软银对Coupang的投资始于2015年,当年获得了软银的10亿美元投资,对应估值50亿美元;随后的2018年,愿景基金再向Coupang投资了20亿美元,这2笔投资让愿景基金成为了该公司的第一大股东,在其IPO之后,软银拥有8.6%的投票权,及33.1%股权。</p>\n<p>Coupang上市后,股价一路崩跌,迅速跌破了发行价。无奈之下,软银连续2次以破发价抛售,回笼资金约17.5亿美元。当前,愿景基金仍持有Coupang的5.682亿股股票。以此计算,愿景对Coupang的持仓,在三季度浮亏超过79亿美元(约合人民币505亿元)。</p>\n<p>除了Coupang以外,愿景基金三季度巨亏的另一个来源是,中国的电商龙头—阿里巴巴。</p>\n<p>众所周知,软银一直都是阿里巴巴的第一大股东,尽管近年来连续减持,但截止2021年7月,软银对阿里巴巴的持股比例仍高达24.85%,持股数量为6.736亿股。</p>\n<p>然而,今年7月以来,阿里巴巴股价一路走低,7-9月期间,阿里巴巴的股价累计跌幅达34.7%,以此计算,软银持有的阿里巴巴市值在三季度缩水530亿美元(约合人民币3390亿元)。</p>\n<p><img src=\"https://static.tigerbbs.com/e7f540ba715d33ba8421807a5e974e30\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>阿里巴巴市值的大幅缩水,使得其在愿景基金持仓占比首次降至30%以下。而在2020年三季度末,阿里巴巴在愿景基金中占比高达59%。</p>\n<p>面对2大重仓股的下挫,也让孙正义产生了反思。据软银披露,相较于愿景一期平均每单投资额9.43亿美元,二期基金的平均投资额将下降至1.92亿美元,意味着,愿景基金正在改变此前的重仓下注的策略,转为分散化投资。</p>\n<p>孙正义表示,将加快愿景基金后续基金的投资步伐,截至今年9月底,该基金已将其330亿美元资本的15%分配给中国的创业项目,特别是人工智能行业。</p>\n<p><b>下一只“阿里巴巴”何在?</b></p>\n<p>2008年的阿里巴巴,成就了孙正义的投资“神话”,当时的一笔2000多万美元投资,到2014年阿里巴巴上市时,便为孙正义带来了2900倍的收益。此后,阿里巴巴一直成为了软银集团最安全的基石,每当软银集团面临危机之时,几乎都会选择减持阿里,获得“救命钱”。</p>\n<p>2016年,软银集团首次减持阿里巴巴,套现超100亿美元;</p>\n<p>2019年6月,软银再次出售阿里7300万股美国存托股票,套现金额超过130亿美元,持股比例降至25.8%;</p>\n<p>在2020年3月底遭遇巨额亏损后,软银陆续减持了0.9%的阿里股份,再次从阿里套现超50亿美元。</p>\n<p>当前愿景基金再度遭遇巨亏,会否再度低位减持阿里巴巴?是市场关注的焦点。</p>\n<p>然而,当前软银更迫切的事情,或许是寻找下一只“阿里巴巴”。2010年以来,全球科技行业迎来了移动互联网时代,在中国的庞大市场中,更是涌现出了一大批明显科技互联网企业,然而孙正义却没能在创业初期捕获到其中的任何一只。 </p>\n<p>相比之下,小米的天使投资人晨兴资本、在滴滴A轮时大胆下注的金沙江创投,成功押注美团、字节跳动、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的老牌美元基金红杉、IDG都迎来了黄金时代,赚得盆满钵满。 </p>\n<p>而字节跳动、滴滴等新经济巨头,出现在软银的投资组合中时,已经到了移动互联网泡沫膨胀的2016年。</p>\n<p>2016年至2017年,软银中国斥资100亿美元参与了滴滴的G轮及战略融资,届时滴滴的估值早已超过500亿美元。</p>\n<p>2018年,软银愿景基金才第一次关注到张一鸣,而此时的字节跳动已经进入Pre-IPO阶段,估值已经高达750亿美元,显然已经错过了一级市场最佳的入场时机。</p>\n<p>错过移动互联网时代的大潮,软银的1000亿美元的“大跃进”吹起了全球共享经济的泡沫,最终付出了巨额亏损的代价。</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>震惊投资圈!软银如何三个月亏掉8250亿日元?</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震惊投资圈!软银如何三个月亏掉8250亿日元?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-11-09 11:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>三个月亏掉8200亿日元,又刷新了全球风投史上的纪录。</p>\n<p>11月8日,日本投资巨头——软银集团披露了最新的财报,今年7-9月,愿景基金合计亏损高达8250.86亿日元(约合人民币465亿元),超越了此前单季度亏损7886亿日元的纪录,成为史上最惨烈的一个季度。</p>\n<p>此次巨亏或许与愿景基金重仓的2只电商股相关。首先是,韩国最大的电商企业Coupang在三季度的最大跌幅超44%,使得愿景基金持仓市值缩水超过79亿美元(约合人民币505亿元);另外,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股价也一路走低,三季度的跌幅达34.7%,使得阿里巴巴在愿景基金的持仓占比首次降至30%以下。</p>\n<p>软银CEO孙正义表示,目前,公司正处于“暴风雪”中,更重要的一项指标:净资产价值在一年内下降超过770亿美元(约合人民币4926亿元)。</p>\n<p><b>3个月巨亏8250亿日元</b></p>\n<p>中国互联网巨头的重挫,最大的“受害者”竟是软银集团。</p>\n<p>当地时间11月8日,全球风险投资巨头—软银集团更新了2021财年第二财季(截至7-9月)的财报数据,因旗下愿景基金的投资遭遇巨幅回撤,软银集团在第三季度净亏损接近4000亿日元(约合人民币226亿元)。</p>\n<p>根据软银的财报显示,今年7-9月,愿景基金部门合计亏损高达8250.86亿日元(约合人民币465亿元),超越了全球疫情爆发伊始造成的单季度7886亿日元的损失纪录,成为愿景基金史上最惨烈的一个季度。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa7eb9627df48b1ada73a5983b89530\" tg-width=\"1080\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>来源:软银财报</span></p>\n<p>这份糟糕的财报,再次令软银集团成为全球投资圈的舆论焦点。上一次遭遇如此巨大的亏损,是在2020财年(2019/4/1 至 2020/3/31),一年亏掉1.8万亿日元(约合人民币1015亿元),当时业绩“爆雷”的主要原因是,估值超700亿美元的“独角兽”<a href=\"https://laohu8.com/S/WE\">WeWork</a>上市失败,泡沫破灭;另一只重仓持有的科技巨头Uber股价连续遭遇暴跌。</p>\n<p>面对这份财报,软银CEO孙正义在财报发布会上表示,目前,公司正处于“暴风雪”中,净利润遭遇大幅下降,更重要的指标是,公司的净资产价值在一年内下降超过770亿美元,其中愿景基金第一大重仓股阿里巴巴的仓位占比已经下降至不足30%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62e2e29089da4196b115bd16b948b34d\" tg-width=\"1080\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>来源:软银财报</span></p>\n<p>尽管愿景基金的表现糟糕,但孙正义强调,虽然愿景基金近3个月表现不佳,但从累计投资回报的角度来看愿景基金仍为投资者带来了接近6万亿日元的回报。更重要的是,愿景二期基金正处于布局阶段,有望在几年后进入回报期,预计愿景基金旗下投资有望在2021财年实现31宗IPO。</p>\n<p>但投资标的实现IPO似乎并不能给愿景基金带来丰厚回报,有机构分析师指出,回顾软银愿景基金今年的表现,旗下的大部分IPO项目都没能赚到钱,其在新股市场的表现非常差,这背后的原因是,愿景基金投资的项目价格虚高,甚至出现了泡沫。</p>\n<p>其中,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>便是案例之一,2016年至2017年,软银中国斥资100亿美元参与了滴滴的G轮及战略融资,当时滴滴的估值已超过500亿美元。今年滴滴上市后,股价一路下行,最新收盘价(8.12美元)对应的总市值为392亿美元,意味着,软银对滴滴的这笔投资中,已经出现了大幅亏损。</p>\n<p>账面巨亏也给软银的股价蒙上了一层阴影,自7月以来,软银股价持续下挫,截止11月8日收盘,最新股价为6161日元,相较今年3月的高点,累计下跌幅度超42%,大幅跑输日经指数、美国的纳斯达克指数。对此,孙正义在业绩发布会也做出回应,董事会已经批准了一项价值最多1万亿日元的回购计划。</p>\n<p><b>巨亏的真相</b></p>\n<p>愿景基金3个月巨亏8250.86亿日元,与2只电商巨头股价暴跌有密切关系。</p>\n<p>首先是,韩国最大的电商企业Coupang,今年7月以来,其股价连续遭遇大跌,三季度的最大跌幅超44%,总市值蒸发351.54亿美元(约合人民币2249亿元)。</p>\n<p><img src=\"https://static.tigerbbs.com/6704d4d48402eb0327a1bd883ada2856\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>软银对Coupang的投资始于2015年,当年获得了软银的10亿美元投资,对应估值50亿美元;随后的2018年,愿景基金再向Coupang投资了20亿美元,这2笔投资让愿景基金成为了该公司的第一大股东,在其IPO之后,软银拥有8.6%的投票权,及33.1%股权。</p>\n<p>Coupang上市后,股价一路崩跌,迅速跌破了发行价。无奈之下,软银连续2次以破发价抛售,回笼资金约17.5亿美元。当前,愿景基金仍持有Coupang的5.682亿股股票。以此计算,愿景对Coupang的持仓,在三季度浮亏超过79亿美元(约合人民币505亿元)。</p>\n<p>除了Coupang以外,愿景基金三季度巨亏的另一个来源是,中国的电商龙头—阿里巴巴。</p>\n<p>众所周知,软银一直都是阿里巴巴的第一大股东,尽管近年来连续减持,但截止2021年7月,软银对阿里巴巴的持股比例仍高达24.85%,持股数量为6.736亿股。</p>\n<p>然而,今年7月以来,阿里巴巴股价一路走低,7-9月期间,阿里巴巴的股价累计跌幅达34.7%,以此计算,软银持有的阿里巴巴市值在三季度缩水530亿美元(约合人民币3390亿元)。</p>\n<p><img src=\"https://static.tigerbbs.com/e7f540ba715d33ba8421807a5e974e30\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>阿里巴巴市值的大幅缩水,使得其在愿景基金持仓占比首次降至30%以下。而在2020年三季度末,阿里巴巴在愿景基金中占比高达59%。</p>\n<p>面对2大重仓股的下挫,也让孙正义产生了反思。据软银披露,相较于愿景一期平均每单投资额9.43亿美元,二期基金的平均投资额将下降至1.92亿美元,意味着,愿景基金正在改变此前的重仓下注的策略,转为分散化投资。</p>\n<p>孙正义表示,将加快愿景基金后续基金的投资步伐,截至今年9月底,该基金已将其330亿美元资本的15%分配给中国的创业项目,特别是人工智能行业。</p>\n<p><b>下一只“阿里巴巴”何在?</b></p>\n<p>2008年的阿里巴巴,成就了孙正义的投资“神话”,当时的一笔2000多万美元投资,到2014年阿里巴巴上市时,便为孙正义带来了2900倍的收益。此后,阿里巴巴一直成为了软银集团最安全的基石,每当软银集团面临危机之时,几乎都会选择减持阿里,获得“救命钱”。</p>\n<p>2016年,软银集团首次减持阿里巴巴,套现超100亿美元;</p>\n<p>2019年6月,软银再次出售阿里7300万股美国存托股票,套现金额超过130亿美元,持股比例降至25.8%;</p>\n<p>在2020年3月底遭遇巨额亏损后,软银陆续减持了0.9%的阿里股份,再次从阿里套现超50亿美元。</p>\n<p>当前愿景基金再度遭遇巨亏,会否再度低位减持阿里巴巴?是市场关注的焦点。</p>\n<p>然而,当前软银更迫切的事情,或许是寻找下一只“阿里巴巴”。2010年以来,全球科技行业迎来了移动互联网时代,在中国的庞大市场中,更是涌现出了一大批明显科技互联网企业,然而孙正义却没能在创业初期捕获到其中的任何一只。 </p>\n<p>相比之下,小米的天使投资人晨兴资本、在滴滴A轮时大胆下注的金沙江创投,成功押注美团、字节跳动、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的老牌美元基金红杉、IDG都迎来了黄金时代,赚得盆满钵满。 </p>\n<p>而字节跳动、滴滴等新经济巨头,出现在软银的投资组合中时,已经到了移动互联网泡沫膨胀的2016年。</p>\n<p>2016年至2017年,软银中国斥资100亿美元参与了滴滴的G轮及战略融资,届时滴滴的估值早已超过500亿美元。</p>\n<p>2018年,软银愿景基金才第一次关注到张一鸣,而此时的字节跳动已经进入Pre-IPO阶段,估值已经高达750亿美元,显然已经错过了一级市场最佳的入场时机。</p>\n<p>错过移动互联网时代的大潮,软银的1000亿美元的“大跃进”吹起了全球共享经济的泡沫,最终付出了巨额亏损的代价。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d17922b8825b416da7a4a2e06ea8ede4","relate_stocks":{"BABA":"阿里巴巴","03160":"华夏日股对冲","CPNG":"Coupang, Inc.","QNETCN":"纳斯达克中美互联网老虎指数","CYB":"人民币ETF-WisdomTree Dreyfus","09988":"阿里巴巴-W","DIDI":"滴滴(已退市)","SFTBY":"软银集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182779919","content_text":"三个月亏掉8200亿日元,又刷新了全球风投史上的纪录。\n11月8日,日本投资巨头——软银集团披露了最新的财报,今年7-9月,愿景基金合计亏损高达8250.86亿日元(约合人民币465亿元),超越了此前单季度亏损7886亿日元的纪录,成为史上最惨烈的一个季度。\n此次巨亏或许与愿景基金重仓的2只电商股相关。首先是,韩国最大的电商企业Coupang在三季度的最大跌幅超44%,使得愿景基金持仓市值缩水超过79亿美元(约合人民币505亿元);另外,阿里巴巴股价也一路走低,三季度的跌幅达34.7%,使得阿里巴巴在愿景基金的持仓占比首次降至30%以下。\n软银CEO孙正义表示,目前,公司正处于“暴风雪”中,更重要的一项指标:净资产价值在一年内下降超过770亿美元(约合人民币4926亿元)。\n3个月巨亏8250亿日元\n中国互联网巨头的重挫,最大的“受害者”竟是软银集团。\n当地时间11月8日,全球风险投资巨头—软银集团更新了2021财年第二财季(截至7-9月)的财报数据,因旗下愿景基金的投资遭遇巨幅回撤,软银集团在第三季度净亏损接近4000亿日元(约合人民币226亿元)。\n根据软银的财报显示,今年7-9月,愿景基金部门合计亏损高达8250.86亿日元(约合人民币465亿元),超越了全球疫情爆发伊始造成的单季度7886亿日元的损失纪录,成为愿景基金史上最惨烈的一个季度。\n来源:软银财报\n这份糟糕的财报,再次令软银集团成为全球投资圈的舆论焦点。上一次遭遇如此巨大的亏损,是在2020财年(2019/4/1 至 2020/3/31),一年亏掉1.8万亿日元(约合人民币1015亿元),当时业绩“爆雷”的主要原因是,估值超700亿美元的“独角兽”WeWork上市失败,泡沫破灭;另一只重仓持有的科技巨头Uber股价连续遭遇暴跌。\n面对这份财报,软银CEO孙正义在财报发布会上表示,目前,公司正处于“暴风雪”中,净利润遭遇大幅下降,更重要的指标是,公司的净资产价值在一年内下降超过770亿美元,其中愿景基金第一大重仓股阿里巴巴的仓位占比已经下降至不足30%。\n来源:软银财报\n尽管愿景基金的表现糟糕,但孙正义强调,虽然愿景基金近3个月表现不佳,但从累计投资回报的角度来看愿景基金仍为投资者带来了接近6万亿日元的回报。更重要的是,愿景二期基金正处于布局阶段,有望在几年后进入回报期,预计愿景基金旗下投资有望在2021财年实现31宗IPO。\n但投资标的实现IPO似乎并不能给愿景基金带来丰厚回报,有机构分析师指出,回顾软银愿景基金今年的表现,旗下的大部分IPO项目都没能赚到钱,其在新股市场的表现非常差,这背后的原因是,愿景基金投资的项目价格虚高,甚至出现了泡沫。\n其中,滴滴便是案例之一,2016年至2017年,软银中国斥资100亿美元参与了滴滴的G轮及战略融资,当时滴滴的估值已超过500亿美元。今年滴滴上市后,股价一路下行,最新收盘价(8.12美元)对应的总市值为392亿美元,意味着,软银对滴滴的这笔投资中,已经出现了大幅亏损。\n账面巨亏也给软银的股价蒙上了一层阴影,自7月以来,软银股价持续下挫,截止11月8日收盘,最新股价为6161日元,相较今年3月的高点,累计下跌幅度超42%,大幅跑输日经指数、美国的纳斯达克指数。对此,孙正义在业绩发布会也做出回应,董事会已经批准了一项价值最多1万亿日元的回购计划。\n巨亏的真相\n愿景基金3个月巨亏8250.86亿日元,与2只电商巨头股价暴跌有密切关系。\n首先是,韩国最大的电商企业Coupang,今年7月以来,其股价连续遭遇大跌,三季度的最大跌幅超44%,总市值蒸发351.54亿美元(约合人民币2249亿元)。\n\n软银对Coupang的投资始于2015年,当年获得了软银的10亿美元投资,对应估值50亿美元;随后的2018年,愿景基金再向Coupang投资了20亿美元,这2笔投资让愿景基金成为了该公司的第一大股东,在其IPO之后,软银拥有8.6%的投票权,及33.1%股权。\nCoupang上市后,股价一路崩跌,迅速跌破了发行价。无奈之下,软银连续2次以破发价抛售,回笼资金约17.5亿美元。当前,愿景基金仍持有Coupang的5.682亿股股票。以此计算,愿景对Coupang的持仓,在三季度浮亏超过79亿美元(约合人民币505亿元)。\n除了Coupang以外,愿景基金三季度巨亏的另一个来源是,中国的电商龙头—阿里巴巴。\n众所周知,软银一直都是阿里巴巴的第一大股东,尽管近年来连续减持,但截止2021年7月,软银对阿里巴巴的持股比例仍高达24.85%,持股数量为6.736亿股。\n然而,今年7月以来,阿里巴巴股价一路走低,7-9月期间,阿里巴巴的股价累计跌幅达34.7%,以此计算,软银持有的阿里巴巴市值在三季度缩水530亿美元(约合人民币3390亿元)。\n\n阿里巴巴市值的大幅缩水,使得其在愿景基金持仓占比首次降至30%以下。而在2020年三季度末,阿里巴巴在愿景基金中占比高达59%。\n面对2大重仓股的下挫,也让孙正义产生了反思。据软银披露,相较于愿景一期平均每单投资额9.43亿美元,二期基金的平均投资额将下降至1.92亿美元,意味着,愿景基金正在改变此前的重仓下注的策略,转为分散化投资。\n孙正义表示,将加快愿景基金后续基金的投资步伐,截至今年9月底,该基金已将其330亿美元资本的15%分配给中国的创业项目,特别是人工智能行业。\n下一只“阿里巴巴”何在?\n2008年的阿里巴巴,成就了孙正义的投资“神话”,当时的一笔2000多万美元投资,到2014年阿里巴巴上市时,便为孙正义带来了2900倍的收益。此后,阿里巴巴一直成为了软银集团最安全的基石,每当软银集团面临危机之时,几乎都会选择减持阿里,获得“救命钱”。\n2016年,软银集团首次减持阿里巴巴,套现超100亿美元;\n2019年6月,软银再次出售阿里7300万股美国存托股票,套现金额超过130亿美元,持股比例降至25.8%;\n在2020年3月底遭遇巨额亏损后,软银陆续减持了0.9%的阿里股份,再次从阿里套现超50亿美元。\n当前愿景基金再度遭遇巨亏,会否再度低位减持阿里巴巴?是市场关注的焦点。\n然而,当前软银更迫切的事情,或许是寻找下一只“阿里巴巴”。2010年以来,全球科技行业迎来了移动互联网时代,在中国的庞大市场中,更是涌现出了一大批明显科技互联网企业,然而孙正义却没能在创业初期捕获到其中的任何一只。 \n相比之下,小米的天使投资人晨兴资本、在滴滴A轮时大胆下注的金沙江创投,成功押注美团、字节跳动、拼多多的老牌美元基金红杉、IDG都迎来了黄金时代,赚得盆满钵满。 \n而字节跳动、滴滴等新经济巨头,出现在软银的投资组合中时,已经到了移动互联网泡沫膨胀的2016年。\n2016年至2017年,软银中国斥资100亿美元参与了滴滴的G轮及战略融资,届时滴滴的估值早已超过500亿美元。\n2018年,软银愿景基金才第一次关注到张一鸣,而此时的字节跳动已经进入Pre-IPO阶段,估值已经高达750亿美元,显然已经错过了一级市场最佳的入场时机。\n错过移动互联网时代的大潮,软银的1000亿美元的“大跃进”吹起了全球共享经济的泡沫,最终付出了巨额亏损的代价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845514850,"gmtCreate":1636350622370,"gmtModify":1636350622544,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>怎么爬不上呢?😬","listText":"<a 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16:02","market":"sh","language":"zh","title":"华为前三季度公司实现销售收入4558亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1134180334","media":"老虎资讯综合","summary":"10月29日,华为今日发布2021年前三季度经营业绩,前三季度公司实现销售收入4,558亿元人民币,净利润率10.2%。\n华为轮值董事长郭平表示:“整体经营结果符合预期,To C业务受到较大影响,To","content":"<p>10月29日,华为今日发布2021年前三季度经营业绩,前三季度公司实现销售收入4,558亿元人民币,净利润率10.2%。</p>\n<p>华为轮值董事长郭平表示:“整体经营结果符合预期,To C业务受到较大影响,To B业务表现稳定。我们将继续加强技术创新、研发投入和人才吸引,不断提升运营效率,我们有信心能够为客户和社会持续创造价值。”</p>\n<p>郭平表示:“感谢客户和合作伙伴对华为的信任和支持。我们希望通过全体员工不懈的努力,携手为世界的可持续发展注入数字动力。”</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>华为前三季度公司实现销售收入4558亿元</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华为前三季度公司实现销售收入4558亿元\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\">2021-10-29 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月29日,华为今日发布2021年前三季度经营业绩,前三季度公司实现销售收入4,558亿元人民币,净利润率10.2%。</p>\n<p>华为轮值董事长郭平表示:“整体经营结果符合预期,To C业务受到较大影响,To B业务表现稳定。我们将继续加强技术创新、研发投入和人才吸引,不断提升运营效率,我们有信心能够为客户和社会持续创造价值。”</p>\n<p>郭平表示:“感谢客户和合作伙伴对华为的信任和支持。我们希望通过全体员工不懈的努力,携手为世界的可持续发展注入数字动力。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7265a90bb3065920567e79d1fb73485","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134180334","content_text":"10月29日,华为今日发布2021年前三季度经营业绩,前三季度公司实现销售收入4,558亿元人民币,净利润率10.2%。\n华为轮值董事长郭平表示:“整体经营结果符合预期,To C业务受到较大影响,To B业务表现稳定。我们将继续加强技术创新、研发投入和人才吸引,不断提升运营效率,我们有信心能够为客户和社会持续创造价值。”\n郭平表示:“感谢客户和合作伙伴对华为的信任和支持。我们希望通过全体员工不懈的努力,携手为世界的可持续发展注入数字动力。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857048453,"gmtCreate":1635498661014,"gmtModify":1635498775052,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a>今天表演了","listText":"<a href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a>今天表演了","text":"$百世集团(BEST)$今天表演了","images":[{"img":"https://static.tigerbbs.com/fe7a9ede1aa4e5035575f5388f1efce3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857048453","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855771728,"gmtCreate":1635407559812,"gmtModify":1635407559961,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>等了很久,快加油","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>等了很久,快加油","text":"$腾讯控股(00700)$等了很久,快加油","images":[{"img":"https://static.tigerbbs.com/3e1cca264293ec11cf054784c71cd408","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/855771728","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855117498,"gmtCreate":1635343290951,"gmtModify":1635344273920,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>继续努力","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>继续努力","text":"$老虎证券(TIGR)$继续努力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855117498","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855116124,"gmtCreate":1635343147562,"gmtModify":1635344260248,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"😉","listText":"😉","text":"😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855116124","repostId":"1157044987","repostType":2,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852349510,"gmtCreate":1635246494548,"gmtModify":1635246494727,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852349510","repostId":"1114941154","repostType":4,"repost":{"id":"1114941154","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":1635242734,"share":"https://www.laohu8.com/m/news/1114941154?lang=&edition=full","pubTime":"2021-10-26 18:05","market":"us","language":"zh","title":"通用电气三季度EPS超预期,提升全财年盈利预估","url":"https://stock-news.laohu8.com/highlight/detail?id=1114941154","media":"老虎资讯综合","summary":"周二,通用电气发布三季度财报。\n三季度营收(亿美元):184.3,预期:192.51,前值:194.17。\n三季度调整后每股盈利为0.57美元,市场预期0.43美元。\n通用电气预计全财年调整后每股收益","content":"<p>周二,<a href=\"https://laohu8.com/S/GE\">通用电气</a>发布三季度财报。</p>\n<p>三季度营收(亿美元):<b>184.3,</b>预期:192.51,前值:194.17。</p>\n<p>三季度调整后每股盈利为0.57美元,市场预期0.43美元。</p>\n<p>通用电气预计全财年调整后每股收益1.8-2.1美元,此前预估1.2-2美元,市场预估1.96美元。</p>\n<p>在过去八个季度中,通用电气有5个季度的实际每股收益好于预期。在上一个报告季度,该公司公布的每股收益为40美分,超过了Zacks普遍预计的24美分66.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/fabbfc55b92eb056c7580ca076b1a58a\" tg-width=\"1187\" tg-height=\"429\" referrerpolicy=\"no-referrer\"></p>\n<p>在过去三个月里,该公司的股票上涨了1.4%,该行业的增长率为0.4%。</p>\n<p>截至发稿,通用电气盘前涨0.08%。</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>通用电气三季度EPS超预期,提升全财年盈利预估</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通用电气三季度EPS超预期,提升全财年盈利预估\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\">2021-10-26 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二,<a href=\"https://laohu8.com/S/GE\">通用电气</a>发布三季度财报。</p>\n<p>三季度营收(亿美元):<b>184.3,</b>预期:192.51,前值:194.17。</p>\n<p>三季度调整后每股盈利为0.57美元,市场预期0.43美元。</p>\n<p>通用电气预计全财年调整后每股收益1.8-2.1美元,此前预估1.2-2美元,市场预估1.96美元。</p>\n<p>在过去八个季度中,通用电气有5个季度的实际每股收益好于预期。在上一个报告季度,该公司公布的每股收益为40美分,超过了Zacks普遍预计的24美分66.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/fabbfc55b92eb056c7580ca076b1a58a\" tg-width=\"1187\" tg-height=\"429\" referrerpolicy=\"no-referrer\"></p>\n<p>在过去三个月里,该公司的股票上涨了1.4%,该行业的增长率为0.4%。</p>\n<p>截至发稿,通用电气盘前涨0.08%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e81c252f7d7f65f1f12c815997dc084","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114941154","content_text":"周二,通用电气发布三季度财报。\n三季度营收(亿美元):184.3,预期:192.51,前值:194.17。\n三季度调整后每股盈利为0.57美元,市场预期0.43美元。\n通用电气预计全财年调整后每股收益1.8-2.1美元,此前预估1.2-2美元,市场预估1.96美元。\n在过去八个季度中,通用电气有5个季度的实际每股收益好于预期。在上一个报告季度,该公司公布的每股收益为40美分,超过了Zacks普遍预计的24美分66.67%。\n\n在过去三个月里,该公司的股票上涨了1.4%,该行业的增长率为0.4%。\n截至发稿,通用电气盘前涨0.08%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":857655027,"gmtCreate":1635523361194,"gmtModify":1635523361303,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"<a 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09:13","market":"hk","language":"zh","title":"提醒:重阳节临近,港股10月14日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=2174970556","media":"老虎资讯综合","summary":"重阳节临近,届时各市场安排如下:港股:10月14日(星期四)休市一日,10月15日(星期五)正常开市。A股:10月14日(星期四)正常开市。南向交易:10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。北向交易:10月13日(星期三)-10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。美股:10月14日(星期四)正常开市。免责声明:本文不代表凤凰网港股立场,不作为投资依据。投资有风险,入市需谨慎。","content":"<p>重阳节临近,届时各市场安排如下:<img src=\"https://static.tigerbbs.com/c386fa38f4626b110577d41145204a64\" tg-width=\"553\" tg-height=\"750\" referrerpolicy=\"no-referrer\"><b>港股:</b></p>\n<p>10月14日(星期四)休市一日,10月15日(星期五)正常开市。</p>\n<p>美股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>沪股通、深股通:</b></p>\n<p>10月13日(星期三)至10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。</p>\n<p><b>港股通:</b></p>\n<p>10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。</p>\n<p><b>港股通10月13日因台风暂停交易</b></p>\n<p>10月13日,上交所、深交所公告,港交所因台风暂停交易。沪港通、深港通下的港股通暂停交易。港股通交易的清算交收事宜,按照中登公司的安排进行。</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>提醒:重阳节临近,港股10月14日休市</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{ 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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提醒:重阳节临近,港股10月14日休市\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\">2021-10-13 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>重阳节临近,届时各市场安排如下:<img src=\"https://static.tigerbbs.com/c386fa38f4626b110577d41145204a64\" tg-width=\"553\" tg-height=\"750\" referrerpolicy=\"no-referrer\"><b>港股:</b></p>\n<p>10月14日(星期四)休市一日,10月15日(星期五)正常开市。</p>\n<p>美股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>沪股通、深股通:</b></p>\n<p>10月13日(星期三)至10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。</p>\n<p><b>港股通:</b></p>\n<p>10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。</p>\n<p><b>港股通10月13日因台风暂停交易</b></p>\n<p>10月13日,上交所、深交所公告,港交所因台风暂停交易。沪港通、深港通下的港股通暂停交易。港股通交易的清算交收事宜,按照中登公司的安排进行。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/852d030fb7063c968afae226acb2a45c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174970556","content_text":"重阳节临近,届时各市场安排如下:港股:\n10月14日(星期四)休市一日,10月15日(星期五)正常开市。\n美股、A股、英股、澳股、新加坡股市照常交易。\n沪股通、深股通:\n10月13日(星期三)至10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。\n港股通:\n10月14日(星期四)关闭服务,10月15日(星期五)恢复服务。\n港股通10月13日因台风暂停交易\n10月13日,上交所、深交所公告,港交所因台风暂停交易。沪港通、深港通下的港股通暂停交易。港股通交易的清算交收事宜,按照中登公司的安排进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600905606,"gmtCreate":1638026585419,"gmtModify":1638026585530,"author":{"id":"3585278843588590","authorId":"3585278843588590","name":"Angiekcy","avatar":"https://static.tigerbbs.com/8ac3c4c93e6ca5800d26b0d4afb3e199","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585278843588590","authorIdStr":"3585278843588590"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600905606","repostId":"1121478762","repostType":4,"repost":{"id":"1121478762","kind":"news","pubTimestamp":1637999815,"share":"https://www.laohu8.com/m/news/1121478762?lang=&edition=full","pubTime":"2021-11-27 15:56","market":"us","language":"zh","title":"华尔街各大机构解读:变异病毒对市场到底有多大影响?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121478762","media":"华尔街见闻","summary":"关键是要弄清楚当前的疫苗对新病毒是否仍然有效。","content":"<p>作者:王眉</p>\n<p>周五,对新毒株Omicron的恐慌蔓延至市场,全球股市、原油等风险资产普跌,债券、黄金、日元等避险资产大涨。</p>\n<p>接下来,怎么看新病毒?以下是华尔街分析师的速评:</p>\n<p>花旗银行—Andrew Baum</p>\n<ul>\n <li>“三个月后如果新病毒仍引发关注,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>可以在100天内研发出一种新的特定变异疫苗。”</li>\n <li>辉瑞公司的一位发言人在发给彭博社的一份电子邮件声明中证实:“如果疫苗逃逸变种出现,辉瑞和biotech预计能够在大约100天内开发和生产针对该变种的定制疫苗,但需获得监管部门的批准。”</li>\n <li>Baum在给客户的一份报告中表示:“新型口服抗新冠药物应该会对新病毒保持活性,但随着时间的推移耐药性可能会出现。”</li>\n <li>“接下来的两周将决定新病毒是否会在英国和德国等感染率较高的国家取代delta。”</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>—Emmanuel Cau</p>\n<ul>\n <li>“<b>由于多个股票市场处于历史高位,年末流动性稀少,而且新增新冠病例再次上升,回调似乎合乎逻辑。</b>”</li>\n <li>“<b>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</b>,<b>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,而投资者可以逢低买入。</b>”</li>\n <li>“<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>”</li>\n</ul>\n<p>贝伦伯格—Holger Schmieding</p>\n<ul>\n <li>“现阶段评估潜在的经济后果还为时过早。”</li>\n <li>“任何新的疫情浪潮都可能造成严重的经济损失。一个潜在的缓解因素是,世界现在处于高度戒备状态,并提高了其开发、调整和生产疫苗的能力。”</li>\n</ul>\n<p>德国Comdirect银行—Andreas Lipkow</p>\n<ul>\n <li>“欧洲股市今天确实经受了终极考验。”</li>\n <li>“<b>这次价格变动的时机非常不合时宜。一方面是临近周末,另一方面是在一个缩短的美国交易日。</b>”</li>\n <li>“德国DAX指数继续失去动力,因为在目前的爆炸性形势下,欧洲(尤其是德国)的市场参与者找不到任何有力的理由逢低买入。”</li>\n</ul>\n<p>三井住友资产管理公司—Masahiro Ichikawa</p>\n<ul>\n <li>“即使在新病毒消息发布之前,美欧的新增病例已经开始上升,所以投资者担心新病毒可能会让感染急剧增加。”</li>\n <li>日经225指数有可能跌破29000点大关;如果该指数突破这一水平,当天收盘有可能在28000日元区间内。</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/BX\">黑石</a>集团—李伟</p>\n<ul>\n <li>首席投资策略师李伟在彭博电视上表示,<b>争论的焦点在于新病毒是否对疫苗功效构成更大挑战。</b></li>\n <li>“这将决定我们对目前正在发生的事情的看法:<b>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。</b>”</li>\n</ul>\n<p>衍生品服务商IG Markets—Kyle Rodda</p>\n<ul>\n <li>“事实上,在有关新变体的‘可怕’头条新闻出现之际,我们已经放弃了北美市场。”</li>\n <li>一些周期股走软,暗示市场对经济增长和美联储的激进举措感到担忧,后者可能令全球经济放缓。</li>\n</ul>\n<p>瑞士<a href=\"https://laohu8.com/S/PVTB\">私人银行</a>Lombard Odier—niveita Sunil</p>\n<ul>\n <li>负责亚洲和新兴市场债务投资组合经理 Nivedita Sunil 表示,<b>虽然更明显的全球风险规避举措将同时影响全球市场和亚洲信贷市场,但对后者的直接影响可能更加有限且可控。</b></li>\n <li>因为直到最近,亚洲是疫情防控最严格的地区之一。</li>\n</ul>\n<p>研究机构United First Partners —Justin Tang</p>\n<ul>\n <li>亚洲研究主管Justin Tang表示,好消息是英国等国家正在迅速采取行动遏制任何新变种的传播。</li>\n <li>“鉴于世界之前经历过delta病毒,因此对于应对这种情况已经有了一定了解。<b>预计会有新的突变,而不是未知的东西。</b>”</li>\n</ul>\n<p>百达财富管理(Pictet)—信息主管 Cesar Perez Ruiz</p>\n<ul>\n <li>“<b>我们需要小心,因为我们还没有足够的数据,但如果新病毒对疫苗免疫,它肯定会显著影响增长。</b>”</li>\n <li>“<b>问题在于,市场今年上涨了很多,估值很高,鉴于不确定性,市场会先卖出,然后再提出问题。</b>”</li>\n <li>“我们已经做好了更好的准备来对抗它,而且新疫苗可以迅速生产出来,我们知道各国央行和政策制定者的反应措施将减轻这种影响。”</li>\n</ul>\n<p>研究机构Abrdn—欧洲股票主管Ben Ritchie</p>\n<ul>\n <li>“在过去18个月里,股票市场已经能够审视一系列新的变异株。说到底,<b>新冠病毒尚未证明对经济增长构成重大阻碍,也并未真正使复苏脱轨。</b>”</li>\n <li>“如果结果证明新病毒会使疫苗的有效性显著降低,那么这将是一个重大的转变。但即便如此,我怀疑它的影响不会像最初的病毒那样消极,因为我们对它的了解更多了。”</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/0H6T.UK\">瑞典银行</a>-战略和配置主管Mattias Isakson</p>\n<ul>\n <li>“现在修正2022年的前景还为时过早,但很明显,这一消息会增加短期风险。<b>我们将暂时保留世卫组织的说法——新病毒可能影响重大。</b>”</li>\n</ul>\n<p>瑞士银行集团Reyl & Cie ——信息主管Cedric Ozazman</p>\n<ul>\n <li>“市场正接近超买状态,这意味着它们需要一个下跌的借口。我不确定它会持续太久。”</li>\n <li>“<b>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。</b>”</li>\n</ul>\n<p>瑞讯银行——Ipek Ozkardeskaya</p>\n<ul>\n <li>“新变体可能会打击经济复苏,但这一次央行将没有足够的空间来应对另一场经济衰退。他们无法同时对抗通胀和促进经济增长。他们必须做出选择。”</li>\n <li>“<b>不过有一个希望:如果新变体冲击能源需求,那么我们可能会看到能源价格下降,这可能会缓解通胀压力,帮助各国央行在明年保持更加鸽派的立场。</b>”</li>\n</ul>","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\" />\n<title>华尔街各大机构解读:变异病毒对市场到底有多大影响?</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华尔街各大机构解读:变异病毒对市场到底有多大影响?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 15:56 北京时间 <a href=https://wallstreetcn.com/articles/3645967><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:王眉\n周五,对新毒株Omicron的恐慌蔓延至市场,全球股市、原油等风险资产普跌,债券、黄金、日元等避险资产大涨。\n接下来,怎么看新病毒?以下是华尔街分析师的速评:\n花旗银行—Andrew Baum\n\n“三个月后如果新病毒仍引发关注,辉瑞可以在100天内研发出一种新的特定变异疫苗。”\n辉瑞公司的一位发言人在发给彭博社的一份电子邮件声明中证实:“如果疫苗逃逸变种出现,辉瑞和biotech预计...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645967\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/723fc7ce14c04d8d7e21d80a2b1393b7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645967","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1121478762","content_text":"作者:王眉\n周五,对新毒株Omicron的恐慌蔓延至市场,全球股市、原油等风险资产普跌,债券、黄金、日元等避险资产大涨。\n接下来,怎么看新病毒?以下是华尔街分析师的速评:\n花旗银行—Andrew Baum\n\n“三个月后如果新病毒仍引发关注,辉瑞可以在100天内研发出一种新的特定变异疫苗。”\n辉瑞公司的一位发言人在发给彭博社的一份电子邮件声明中证实:“如果疫苗逃逸变种出现,辉瑞和biotech预计能够在大约100天内开发和生产针对该变种的定制疫苗,但需获得监管部门的批准。”\nBaum在给客户的一份报告中表示:“新型口服抗新冠药物应该会对新病毒保持活性,但随着时间的推移耐药性可能会出现。”\n“接下来的两周将决定新病毒是否会在英国和德国等感染率较高的国家取代delta。”\n\n巴克莱银行—Emmanuel Cau\n\n“由于多个股票市场处于历史高位,年末流动性稀少,而且新增新冠病例再次上升,回调似乎合乎逻辑。”\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,而投资者可以逢低买入。”\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贝伦伯格—Holger Schmieding\n\n“现阶段评估潜在的经济后果还为时过早。”\n“任何新的疫情浪潮都可能造成严重的经济损失。一个潜在的缓解因素是,世界现在处于高度戒备状态,并提高了其开发、调整和生产疫苗的能力。”\n\n德国Comdirect银行—Andreas Lipkow\n\n“欧洲股市今天确实经受了终极考验。”\n“这次价格变动的时机非常不合时宜。一方面是临近周末,另一方面是在一个缩短的美国交易日。”\n“德国DAX指数继续失去动力,因为在目前的爆炸性形势下,欧洲(尤其是德国)的市场参与者找不到任何有力的理由逢低买入。”\n\n三井住友资产管理公司—Masahiro Ichikawa\n\n“即使在新病毒消息发布之前,美欧的新增病例已经开始上升,所以投资者担心新病毒可能会让感染急剧增加。”\n日经225指数有可能跌破29000点大关;如果该指数突破这一水平,当天收盘有可能在28000日元区间内。\n\n黑石集团—李伟\n\n首席投资策略师李伟在彭博电视上表示,争论的焦点在于新病毒是否对疫苗功效构成更大挑战。\n“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衍生品服务商IG Markets—Kyle Rodda\n\n“事实上,在有关新变体的‘可怕’头条新闻出现之际,我们已经放弃了北美市场。”\n一些周期股走软,暗示市场对经济增长和美联储的激进举措感到担忧,后者可能令全球经济放缓。\n\n瑞士私人银行Lombard Odier—niveita Sunil\n\n负责亚洲和新兴市场债务投资组合经理 Nivedita Sunil 表示,虽然更明显的全球风险规避举措将同时影响全球市场和亚洲信贷市场,但对后者的直接影响可能更加有限且可控。\n因为直到最近,亚洲是疫情防控最严格的地区之一。\n\n研究机构United First Partners —Justin Tang\n\n亚洲研究主管Justin Tang表示,好消息是英国等国家正在迅速采取行动遏制任何新变种的传播。\n“鉴于世界之前经历过delta病毒,因此对于应对这种情况已经有了一定了解。预计会有新的突变,而不是未知的东西。”\n\n百达财富管理(Pictet)—信息主管 Cesar Perez Ruiz\n\n“我们需要小心,因为我们还没有足够的数据,但如果新病毒对疫苗免疫,它肯定会显著影响增长。”\n“问题在于,市场今年上涨了很多,估值很高,鉴于不确定性,市场会先卖出,然后再提出问题。”\n“我们已经做好了更好的准备来对抗它,而且新疫苗可以迅速生产出来,我们知道各国央行和政策制定者的反应措施将减轻这种影响。”\n\n研究机构Abrdn—欧洲股票主管Ben Ritchie\n\n“在过去18个月里,股票市场已经能够审视一系列新的变异株。说到底,新冠病毒尚未证明对经济增长构成重大阻碍,也并未真正使复苏脱轨。”\n“如果结果证明新病毒会使疫苗的有效性显著降低,那么这将是一个重大的转变。但即便如此,我怀疑它的影响不会像最初的病毒那样消极,因为我们对它的了解更多了。”\n\n瑞典银行-战略和配置主管Mattias Isakson\n\n“现在修正2022年的前景还为时过早,但很明显,这一消息会增加短期风险。我们将暂时保留世卫组织的说法——新病毒可能影响重大。”\n\n瑞士银行集团Reyl & Cie ——信息主管Cedric Ozazman\n\n“市场正接近超买状态,这意味着它们需要一个下跌的借口。我不确定它会持续太久。”\n“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\n瑞讯银行——Ipek 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