有淄有味的个人主页 - 老虎社区

有淄有味

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IP属地：北京

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0勋章

2024-12-27

中国A股很难操作。为了减少焦虑。昨天我用摸拟操作一百万，很爽。大手笔用，美股也用十万，买了就放着。先用模拟打先锋。实盘就慢慢来。我是新手。先这么玩，

01-30

这篇文章不错，转发给大家看看

抱歉，原内容已删除

07-27

$巨龙在线(JLHL)$

01-28

$特斯拉(TSLA)$

06-24

$三花智控(02050)$ 今天涨。卖不卖呢？

06-24

$海天味业(03288)$ 可以吗？

07-19

这篇文章不错，转发给大家看看

@小虎财报:Q225财报季异动 | 盈利狂欢 vs. 股价下跌：四张表看懂美四大行分化逻辑

07-11

$Smart Digital Group Ltd(SDM)$

07-08

$Smart Digital Group Ltd(SDM)$

06-28

这篇文章不错，转发给大家看看

@我爱广州GZ:IFBH：椰子水，我的卖出策略+全体吃肉！

06-24

$Smart Digital Group Ltd(SDM)$

06-24

$Smart Digital Group Ltd(SDM)$

06-24

$Smart Digital Group Ltd(SDM)$ 申购的美股就2%0

06-18

这篇文章不错，转发给大家看看

Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。

05-26

$小米集团-W(01810)$

05-26

2025/05/26 复盘笔记 by 有淄有味

$小米集团-W(01810)$ 手中持有小米。腾讯控股：阿里巴巴：准备中长期持友。

2025/05/26 复盘笔记 by 有淄有味

05-26

$小米集团-W(01810)$ I

05-16

. . B

特斯拉薪酬方案争议升级

05-14

$宁德时代(300750)$ .

01-28

$特斯拉(TSLA)$

去老虎APP查看更多动态

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| 盈利狂欢 vs. 股价下跌：四张表看懂美四大行分化逻辑","htmlText":"尽管美国六大行中的四家 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、 <a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 、 <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 、 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 在7月16日先后交出亮眼答卷，然而除 <a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 外，其余三家股价却集体跳水，显然市场已把目光从“当季盈利”转向“未来利率”。本文从四大行2025年第二季度核心数据着手，和小虎一起了解业绩与股价分化的背后各家的明细业务表现，未来降息预期影响，乃至更多风险因素对银行业个股财报解读。风险提示：数据整理至公开信息，如有疑问，欢迎评论区留言，文中观点不作为直接投资建议参考。一、财报数据“碾压”预期，股价却反向跳水先看下表四大行的具体业务表现：绿色可或解读为利好，红色或为利空，黑色或为中立。注: NII: 净利息收入；NOC: 净冲销率 或 净坏账率，是衡量信用卡资产质量的核心指标。CET1:核心资本与加权风险资产总额的比率。<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> ：每股收益（EPS）5.24美元&gt;预期4.47美元，调整后营收456.8亿美元&gt;预期440.5亿美元，净利息收入预计全年约955亿美元（此前预期约945亿美元）。<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> ：EPS 1.60美元&gt;预期1.41美元），营收208.2亿美元&gt;预期207","listText":"尽管美国六大行中的四家 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、 <a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 、 <a 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外，其余三家股价却集体跳水，显然市场已把目光从“当季盈利”转向“未来利率”。本文从四大行2025年第二季度核心数据着手，和小虎一起了解业绩与股价分化的背后各家的明细业务表现，未来降息预期影响，乃至更多风险因素对银行业个股财报解读。风险提示：数据整理至公开信息，如有疑问，欢迎评论区留言，文中观点不作为直接投资建议参考。一、财报数据“碾压”预期，股价却反向跳水先看下表四大行的具体业务表现：绿色可或解读为利好，红色或为利空，黑色或为中立。注: NII: 净利息收入；NOC: 净冲销率 或 净坏账率，是衡量信用卡资产质量的核心指标。CET1:核心资本与加权风险资产总额的比率。$摩根大通(JPM)$ ：每股收益（EPS）5.24美元>预期4.47美元，调整后营收456.8亿美元>预期440.5亿美元，净利息收入预计全年约955亿美元（此前预期约945亿美元）。$富国银行(WFC)$ ：EPS 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Ltd(SDM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454460798111920","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450838321369264,"gmtCreate":1751093807757,"gmtModify":1751093809207,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196931219679372","authorIdStr":"4196931219679372"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450838321369264","repostId":"450538044018688","repostType":1,"repost":{"id":450538044018688,"gmtCreate":1751020886358,"gmtModify":1751021028815,"author":{"id":"4185768856935242","authorId":"4185768856935242","name":"我爱广州GZ","avatar":"https://static.tigerbbs.com/2da52acd293ca9fd16f4a24f639e1dd7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185768856935242","authorIdStr":"4185768856935242"},"themes":[],"title":"IFBH：椰子水，我的卖出策略+全体吃肉！","htmlText":"IFBH的中签出炉，最先依然是老虎，发挥稳定，然后是牛牛、**、华盛 IFBH系列接近尾声，本篇是IFBH的最终章。 一、中签率 甲组全体摇奖，根据群里的情况，绝大多数1手党全军覆没，1手中签率小于5% 花了26W本金，100融资费的甲尾，有近30%的人没拿到1手，血亏 乙头拿到1手或2手，看来以后乙头也不稳了，大资金要开始卷乙2、乙3了 我也会跟着卷，死道友不死贫道。 二、卖出计划 老规矩：这个部分是最吃力不讨好的，投行花了几十万做的DD都不一定准，我这免费的，您权当看个笑话。 1、先看估值 IFBH的定价为上限定价，对应市值74亿港元。 之前文章分析过，如果拿行业老大做对标： 美国椰王Vita Coco，市盈率33，市值20.23Y美元，约158Y港币。 图片 我结合了PE、PS、DCF三种方法后，认为IFHB的合理估值应该在66-82亿。 即在不考虑情绪因素下，公允计价为82亿/74亿，对应涨幅+10.8% 2、情绪因素 港股目前情绪还是比较好，连周六福、圣贝拉都能最高涨飞，这两个家伙的发行估值可是相当夸张的。 给于25%（对标圣贝拉）~50%（对标周六福）的情绪溢价 对应市值102.5亿~123亿，对应涨幅+38.5%到+66.2% （注：以上都是上限，如果超过123亿市值，将达到美国椰王市值160Y港币的75%这个天花板，非常难） 总结： 1、这次散户拿货超级少，肉是肯定吃得到，多少的问题。 2、如果觉得货量不够，想捞一捞的，暗盘可能是个机会，小白和新手不要盲目操作，头脑发热自己追高被套死，自己负责任。 3、+10.8%只是基础涨幅，+38.5%到+66.2%可以期待一下 4、IFBH后暂时没看到好货，赚钱的机会有的是，本金只有一笔。 后记： 港股打新太热，最近老有新手朋友问我怎么一夜暴富，逆天改命。 暴富的机会都写在刑法里，我这里没有暴富的秘籍，只有稳健投资，做","listText":"IFBH的中签出炉，最先依然是老虎，发挥稳定，然后是牛牛、**、华盛 IFBH系列接近尾声，本篇是IFBH的最终章。 一、中签率 甲组全体摇奖，根据群里的情况，绝大多数1手党全军覆没，1手中签率小于5% 花了26W本金，100融资费的甲尾，有近30%的人没拿到1手，血亏 乙头拿到1手或2手，看来以后乙头也不稳了，大资金要开始卷乙2、乙3了 我也会跟着卷，死道友不死贫道。 二、卖出计划 老规矩：这个部分是最吃力不讨好的，投行花了几十万做的DD都不一定准，我这免费的，您权当看个笑话。 1、先看估值 IFBH的定价为上限定价，对应市值74亿港元。 之前文章分析过，如果拿行业老大做对标： 美国椰王Vita Coco，市盈率33，市值20.23Y美元，约158Y港币。 图片 我结合了PE、PS、DCF三种方法后，认为IFHB的合理估值应该在66-82亿。 即在不考虑情绪因素下，公允计价为82亿/74亿，对应涨幅+10.8% 2、情绪因素 港股目前情绪还是比较好，连周六福、圣贝拉都能最高涨飞，这两个家伙的发行估值可是相当夸张的。 给于25%（对标圣贝拉）~50%（对标周六福）的情绪溢价 对应市值102.5亿~123亿，对应涨幅+38.5%到+66.2% （注：以上都是上限，如果超过123亿市值，将达到美国椰王市值160Y港币的75%这个天花板，非常难） 总结： 1、这次散户拿货超级少，肉是肯定吃得到，多少的问题。 2、如果觉得货量不够，想捞一捞的，暗盘可能是个机会，小白和新手不要盲目操作，头脑发热自己追高被套死，自己负责任。 3、+10.8%只是基础涨幅，+38.5%到+66.2%可以期待一下 4、IFBH后暂时没看到好货，赚钱的机会有的是，本金只有一笔。 后记： 港股打新太热，最近老有新手朋友问我怎么一夜暴富，逆天改命。 暴富的机会都写在刑法里，我这里没有暴富的秘籍，只有稳健投资，做","text":"IFBH的中签出炉，最先依然是老虎，发挥稳定，然后是牛牛、**、华盛 IFBH系列接近尾声，本篇是IFBH的最终章。 一、中签率 甲组全体摇奖，根据群里的情况，绝大多数1手党全军覆没，1手中签率小于5% 花了26W本金，100融资费的甲尾，有近30%的人没拿到1手，血亏 乙头拿到1手或2手，看来以后乙头也不稳了，大资金要开始卷乙2、乙3了 我也会跟着卷，死道友不死贫道。 二、卖出计划 老规矩：这个部分是最吃力不讨好的，投行花了几十万做的DD都不一定准，我这免费的，您权当看个笑话。 1、先看估值 IFBH的定价为上限定价，对应市值74亿港元。 之前文章分析过，如果拿行业老大做对标： 美国椰王Vita Coco，市盈率33，市值20.23Y美元，约158Y港币。 图片 我结合了PE、PS、DCF三种方法后，认为IFHB的合理估值应该在66-82亿。 即在不考虑情绪因素下，公允计价为82亿/74亿，对应涨幅+10.8% 2、情绪因素 港股目前情绪还是比较好，连周六福、圣贝拉都能最高涨飞，这两个家伙的发行估值可是相当夸张的。 给于25%（对标圣贝拉）~50%（对标周六福）的情绪溢价 对应市值102.5亿~123亿，对应涨幅+38.5%到+66.2% （注：以上都是上限，如果超过123亿市值，将达到美国椰王市值160Y港币的75%这个天花板，非常难） 总结： 1、这次散户拿货超级少，肉是肯定吃得到，多少的问题。 2、如果觉得货量不够，想捞一捞的，暗盘可能是个机会，小白和新手不要盲目操作，头脑发热自己追高被套死，自己负责任。 3、+10.8%只是基础涨幅，+38.5%到+66.2%可以期待一下 4、IFBH后暂时没看到好货，赚钱的机会有的是，本金只有一笔。 后记： 港股打新太热，最近老有新手朋友问我怎么一夜暴富，逆天改命。 暴富的机会都写在刑法里，我这里没有暴富的秘籍，只有稳健投资，做","images":[{"img":"https://static.tigerbbs.com/2d6766ec3088f63586b7500b7476d59d","width":"1080","height":"569"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450538044018688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449485511700880,"gmtCreate":1750764534916,"gmtModify":1750764537435,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196931219679372","authorIdStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","text":"$Smart Digital Group Ltd(SDM)$","images":[{"img":"https://static.tigerbbs.com/d03123896b0eee246ab77ac1299a8c7f","width":"882","height":"1676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449485511700880","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449487320903712,"gmtCreate":1750764474867,"gmtModify":1750764476816,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196931219679372","authorIdStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","listText":"<a 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可以吗？","text":"$海天味业(03288)$ 可以吗？","images":[{"img":"https://static.tigerbbs.com/25cc16259ae7eecbea357c4acd05ceab","width":"882","height":"1676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449404342411752","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":447181000245688,"gmtCreate":1750196019462,"gmtModify":1750196020630,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196931219679372","authorIdStr":"4196931219679372"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447181000245688","repostId":"2544993247","repostType":2,"repost":{"id":"2544993247","kind":"news","pubTimestamp":1750169485,"share":"https://www.laohu8.com/m/news/2544993247?lang=&edition=full","pubTime":"2025-06-17 22:11","market":"sh","language":"zh","title":"Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2544993247","media":"金融界","summary":"Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。","content":"<html><body><div>Craig-Hallum：维持<a href=\"https://laohu8.com/S/APPS\">Digital Turbine</a>(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。</div></body></html>","source":"jinrongjie_stock","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>Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APPS":"Digital Turbine Inc."},"source_url":"https://24h.jrj.com.cn/2025/06/17221151129710.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2544993247","content_text":"Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。","news_type":1,"symbols_score_info":{"APPS":1}},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439192431837864,"gmtCreate":1748243450967,"gmtModify":1748243454502,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196931219679372","authorIdStr":"4196931219679372"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克的薪酬方案自2018年股东大会通过以来，尽管设定了较高的业绩和市值目标，但在不到五年的时间里均已达成。然而，这一薪酬计划在去年遭遇法律挑战。部分股东对该方案提出诉讼，认为其设定不公平。今年年初，一名法官裁定支持股东的诉求，导致该方案被叫停。</p><p>尽管在今年6月的股东大会上，股东们再次以压倒性多数投票通过了这一薪酬计划，但法律层面仍未有最终定论。马斯克已于今年3月对裁决提出上诉，截至目前尚未有新的判决结果公布。</p><p>在薪酬方案遭否、上诉仍在进行的情况下，特斯拉正在考虑替代方案。据最新媒体报道，特斯拉董事会已成立一个特别委员会，由董事长Robyn Denholm和独立董事Kathleen Wilson-Thompson组成，专门评估马斯克的薪酬问题。</p><p>如果2018年的薪酬方案无法恢复生效，该委员会将着手研究其他补偿方式，可能包括拟定一项新的股票期权计划，以认可马斯克过去的工作成果与贡献。</p><p>据悉，该特别委员会正在考虑的新方案将与公司未来的财务表现、运营成果以及股价等因素挂钩，确保薪酬结构更具激励性和合理性。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>特斯拉薪酬方案争议升级</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515163537975a7e21&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4527":"明星科技股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU1778281490.HKD":"HSBC GIF 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外，其余三家股价却集体跳水，显然市场已把目光从“当季盈利”转向“未来利率”。本文从四大行2025年第二季度核心数据着手，和小虎一起了解业绩与股价分化的背后各家的明细业务表现，未来降息预期影响，乃至更多风险因素对银行业个股财报解读。风险提示：数据整理至公开信息，如有疑问，欢迎评论区留言，文中观点不作为直接投资建议参考。一、财报数据“碾压”预期，股价却反向跳水先看下表四大行的具体业务表现：绿色可或解读为利好，红色或为利空，黑色或为中立。注: NII: 净利息收入；NOC: 净冲销率 或 净坏账率，是衡量信用卡资产质量的核心指标。CET1:核心资本与加权风险资产总额的比率。$摩根大通(JPM)$ ：每股收益（EPS）5.24美元>预期4.47美元，调整后营收456.8亿美元>预期440.5亿美元，净利息收入预计全年约955亿美元（此前预期约945亿美元）。$富国银行(WFC)$ ：EPS 1.60美元>预期1.41美元），营收208.2亿美元>预期207","images":[{"img":"https://static.tigerbbs.com/98c41b7c89988f36b62167a54cee76c3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457615424848232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455473621328016,"gmtCreate":1752236759716,"gmtModify":1752236760455,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","text":"$Smart Digital Group Ltd(SDM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455473621328016","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454460798111920,"gmtCreate":1751990392806,"gmtModify":1751990393585,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","text":"$Smart Digital Group Ltd(SDM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454460798111920","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450838321369264,"gmtCreate":1751093807757,"gmtModify":1751093809207,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450838321369264","repostId":"450538044018688","repostType":1,"repost":{"id":450538044018688,"gmtCreate":1751020886358,"gmtModify":1751021028815,"author":{"id":"4185768856935242","authorId":"4185768856935242","name":"我爱广州GZ","avatar":"https://static.tigerbbs.com/2da52acd293ca9fd16f4a24f639e1dd7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185768856935242","idStr":"4185768856935242"},"themes":[],"title":"IFBH：椰子水，我的卖出策略+全体吃肉！","htmlText":"IFBH的中签出炉，最先依然是老虎，发挥稳定，然后是牛牛、**、华盛 IFBH系列接近尾声，本篇是IFBH的最终章。 一、中签率 甲组全体摇奖，根据群里的情况，绝大多数1手党全军覆没，1手中签率小于5% 花了26W本金，100融资费的甲尾，有近30%的人没拿到1手，血亏 乙头拿到1手或2手，看来以后乙头也不稳了，大资金要开始卷乙2、乙3了 我也会跟着卷，死道友不死贫道。 二、卖出计划 老规矩：这个部分是最吃力不讨好的，投行花了几十万做的DD都不一定准，我这免费的，您权当看个笑话。 1、先看估值 IFBH的定价为上限定价，对应市值74亿港元。 之前文章分析过，如果拿行业老大做对标： 美国椰王Vita Coco，市盈率33，市值20.23Y美元，约158Y港币。 图片 我结合了PE、PS、DCF三种方法后，认为IFHB的合理估值应该在66-82亿。 即在不考虑情绪因素下，公允计价为82亿/74亿，对应涨幅+10.8% 2、情绪因素 港股目前情绪还是比较好，连周六福、圣贝拉都能最高涨飞，这两个家伙的发行估值可是相当夸张的。 给于25%（对标圣贝拉）~50%（对标周六福）的情绪溢价 对应市值102.5亿~123亿，对应涨幅+38.5%到+66.2% （注：以上都是上限，如果超过123亿市值，将达到美国椰王市值160Y港币的75%这个天花板，非常难） 总结： 1、这次散户拿货超级少，肉是肯定吃得到，多少的问题。 2、如果觉得货量不够，想捞一捞的，暗盘可能是个机会，小白和新手不要盲目操作，头脑发热自己追高被套死，自己负责任。 3、+10.8%只是基础涨幅，+38.5%到+66.2%可以期待一下 4、IFBH后暂时没看到好货，赚钱的机会有的是，本金只有一笔。 后记： 港股打新太热，最近老有新手朋友问我怎么一夜暴富，逆天改命。 暴富的机会都写在刑法里，我这里没有暴富的秘籍，只有稳健投资，做","listText":"IFBH的中签出炉，最先依然是老虎，发挥稳定，然后是牛牛、**、华盛 IFBH系列接近尾声，本篇是IFBH的最终章。 一、中签率 甲组全体摇奖，根据群里的情况，绝大多数1手党全军覆没，1手中签率小于5% 花了26W本金，100融资费的甲尾，有近30%的人没拿到1手，血亏 乙头拿到1手或2手，看来以后乙头也不稳了，大资金要开始卷乙2、乙3了 我也会跟着卷，死道友不死贫道。 二、卖出计划 老规矩：这个部分是最吃力不讨好的，投行花了几十万做的DD都不一定准，我这免费的，您权当看个笑话。 1、先看估值 IFBH的定价为上限定价，对应市值74亿港元。 之前文章分析过，如果拿行业老大做对标： 美国椰王Vita Coco，市盈率33，市值20.23Y美元，约158Y港币。 图片 我结合了PE、PS、DCF三种方法后，认为IFHB的合理估值应该在66-82亿。 即在不考虑情绪因素下，公允计价为82亿/74亿，对应涨幅+10.8% 2、情绪因素 港股目前情绪还是比较好，连周六福、圣贝拉都能最高涨飞，这两个家伙的发行估值可是相当夸张的。 给于25%（对标圣贝拉）~50%（对标周六福）的情绪溢价 对应市值102.5亿~123亿，对应涨幅+38.5%到+66.2% （注：以上都是上限，如果超过123亿市值，将达到美国椰王市值160Y港币的75%这个天花板，非常难） 总结： 1、这次散户拿货超级少，肉是肯定吃得到，多少的问题。 2、如果觉得货量不够，想捞一捞的，暗盘可能是个机会，小白和新手不要盲目操作，头脑发热自己追高被套死，自己负责任。 3、+10.8%只是基础涨幅，+38.5%到+66.2%可以期待一下 4、IFBH后暂时没看到好货，赚钱的机会有的是，本金只有一笔。 后记： 港股打新太热，最近老有新手朋友问我怎么一夜暴富，逆天改命。 暴富的机会都写在刑法里，我这里没有暴富的秘籍，只有稳健投资，做","text":"IFBH的中签出炉，最先依然是老虎，发挥稳定，然后是牛牛、**、华盛 IFBH系列接近尾声，本篇是IFBH的最终章。 一、中签率 甲组全体摇奖，根据群里的情况，绝大多数1手党全军覆没，1手中签率小于5% 花了26W本金，100融资费的甲尾，有近30%的人没拿到1手，血亏 乙头拿到1手或2手，看来以后乙头也不稳了，大资金要开始卷乙2、乙3了 我也会跟着卷，死道友不死贫道。 二、卖出计划 老规矩：这个部分是最吃力不讨好的，投行花了几十万做的DD都不一定准，我这免费的，您权当看个笑话。 1、先看估值 IFBH的定价为上限定价，对应市值74亿港元。 之前文章分析过，如果拿行业老大做对标： 美国椰王Vita Coco，市盈率33，市值20.23Y美元，约158Y港币。 图片 我结合了PE、PS、DCF三种方法后，认为IFHB的合理估值应该在66-82亿。 即在不考虑情绪因素下，公允计价为82亿/74亿，对应涨幅+10.8% 2、情绪因素 港股目前情绪还是比较好，连周六福、圣贝拉都能最高涨飞，这两个家伙的发行估值可是相当夸张的。 给于25%（对标圣贝拉）~50%（对标周六福）的情绪溢价 对应市值102.5亿~123亿，对应涨幅+38.5%到+66.2% （注：以上都是上限，如果超过123亿市值，将达到美国椰王市值160Y港币的75%这个天花板，非常难） 总结： 1、这次散户拿货超级少，肉是肯定吃得到，多少的问题。 2、如果觉得货量不够，想捞一捞的，暗盘可能是个机会，小白和新手不要盲目操作，头脑发热自己追高被套死，自己负责任。 3、+10.8%只是基础涨幅，+38.5%到+66.2%可以期待一下 4、IFBH后暂时没看到好货，赚钱的机会有的是，本金只有一笔。 后记： 港股打新太热，最近老有新手朋友问我怎么一夜暴富，逆天改命。 暴富的机会都写在刑法里，我这里没有暴富的秘籍，只有稳健投资，做","images":[{"img":"https://static.tigerbbs.com/2d6766ec3088f63586b7500b7476d59d","width":"1080","height":"569"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450538044018688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449485511700880,"gmtCreate":1750764534916,"gmtModify":1750764537435,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","text":"$Smart Digital Group Ltd(SDM)$","images":[{"img":"https://static.tigerbbs.com/d03123896b0eee246ab77ac1299a8c7f","width":"882","height":"1676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449485511700880","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449487320903712,"gmtCreate":1750764474867,"gmtModify":1750764476816,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a>&nbsp;","text":"$Smart Digital Group Ltd(SDM)$","images":[{"img":"https://static.tigerbbs.com/924558fc8359c58c81216bdfaba2f623","width":"882","height":"1676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449487320903712","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449486576534008,"gmtCreate":1750764462280,"gmtModify":1750764464482,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a> 申购的美股就2%0","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$ </a> 申购的美股就2%0","text":"$Smart Digital Group Ltd(SDM)$ 申购的美股就2%0","images":[{"img":"https://static.tigerbbs.com/3171cb285fbf48c28f97482827a5aee7","width":"882","height":"1676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449486576534008","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":447181000245688,"gmtCreate":1750196019462,"gmtModify":1750196020630,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447181000245688","repostId":"2544993247","repostType":2,"repost":{"id":"2544993247","kind":"news","pubTimestamp":1750169485,"share":"https://www.laohu8.com/m/news/2544993247?lang=&edition=full","pubTime":"2025-06-17 22:11","market":"sh","language":"zh","title":"Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2544993247","media":"金融界","summary":"Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。","content":"<html><body><div>Craig-Hallum：维持<a href=\"https://laohu8.com/S/APPS\">Digital Turbine</a>(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。</div></body></html>","source":"jinrongjie_stock","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>Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APPS":"Digital Turbine Inc."},"source_url":"https://24h.jrj.com.cn/2025/06/17221151129710.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2544993247","content_text":"Craig-Hallum：维持Digital Turbine(APPS.US)评级，由买入调整至买入评级, 目标价由4.00美元调整至7.00美元。","news_type":1,"symbols_score_info":{"APPS":1}},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439192431837864,"gmtCreate":1748243450967,"gmtModify":1748243454502,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>&nbsp;","text":"$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/86947da0404adaf13246a873b6f916ea","width":"882","height":"1676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439192431837864","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":439194188226600,"gmtCreate":1748243431547,"gmtModify":1748243434029,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"title":"2025/05/26 复盘笔记 by 有淄有味","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>手中持有小米。腾讯控股：阿里巴巴：准备中长期持友。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>手中持有小米。腾讯控股：阿里巴巴：准备中长期持友。","text":"$小米集团-W(01810)$ 手中持有小米。腾讯控股：阿里巴巴：准备中长期持友。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439194188226600","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439191624413400,"gmtCreate":1748243224889,"gmtModify":1748243227377,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> I","listText":"<a 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B","listText":". . B","text":". . B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435653154575224","repostId":"2535889286","repostType":2,"repost":{"id":"2535889286","kind":"news","pubTimestamp":1747293701,"share":"https://www.laohu8.com/m/news/2535889286?lang=&edition=full","pubTime":"2025-05-15 15:21","market":"us","language":"zh","title":"特斯拉薪酬方案争议升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2535889286","media":"中关村在线","summary":"特斯拉首席执行官马斯克的薪酬方案自2018年股东大会通过以来，尽管设定了较高的业绩和市值目标，但在不到五年的时间里均已达成。马斯克已于今年3月对裁决提出上诉，截至目前尚未有新的判决结果公布。在薪酬方案遭否、上诉仍在进行的情况下，特斯拉正在考虑替代方案。据最新媒体报道，特斯拉董事会已成立一个特别委员会，由董事长Robyn Denholm和独立董事Kathleen Wilson-Thompson组成，专门评估马斯克的薪酬问题。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250515163452721d163xegmbm8xsjb\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250515163454961d163v2a15n736x8\"/><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克的薪酬方案自2018年股东大会通过以来，尽管设定了较高的业绩和市值目标，但在不到五年的时间里均已达成。然而，这一薪酬计划在去年遭遇法律挑战。部分股东对该方案提出诉讼，认为其设定不公平。今年年初，一名法官裁定支持股东的诉求，导致该方案被叫停。</p><p>尽管在今年6月的股东大会上，股东们再次以压倒性多数投票通过了这一薪酬计划，但法律层面仍未有最终定论。马斯克已于今年3月对裁决提出上诉，截至目前尚未有新的判决结果公布。</p><p>在薪酬方案遭否、上诉仍在进行的情况下，特斯拉正在考虑替代方案。据最新媒体报道，特斯拉董事会已成立一个特别委员会，由董事长Robyn Denholm和独立董事Kathleen Wilson-Thompson组成，专门评估马斯克的薪酬问题。</p><p>如果2018年的薪酬方案无法恢复生效，该委员会将着手研究其他补偿方式，可能包括拟定一项新的股票期权计划，以认可马斯克过去的工作成果与贡献。</p><p>据悉，该特别委员会正在考虑的新方案将与公司未来的财务表现、运营成果以及股价等因素挂钩，确保薪酬结构更具激励性和合理性。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>特斯拉薪酬方案争议升级</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\">\n特斯拉薪酬方案争议升级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-15 15:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515163537975a7e21&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官马斯克的薪酬方案自2018年股东大会通过以来，尽管设定了较高的业绩和市值目标，但在不到五年的时间里均已达成。然而，这一薪酬计划在去年遭遇法律挑战。部分股东对该方案提出诉讼，认为其设定不公平。今年年初，一名法官裁定支持股东的诉求，导致该方案被叫停。尽管在今年6月的股东大会上，股东们再次以压倒性多数投票通过了这一薪酬计划，但法律层面仍未有最终定论。马斯克已于今年3月对裁决提出上诉，截至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515163537975a7e21&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4527":"明星科技股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU1778281490.HKD":"HSBC GIF 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Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515163537975a7e21&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2535889286","content_text":"特斯拉首席执行官马斯克的薪酬方案自2018年股东大会通过以来，尽管设定了较高的业绩和市值目标，但在不到五年的时间里均已达成。然而，这一薪酬计划在去年遭遇法律挑战。部分股东对该方案提出诉讼，认为其设定不公平。今年年初，一名法官裁定支持股东的诉求，导致该方案被叫停。尽管在今年6月的股东大会上，股东们再次以压倒性多数投票通过了这一薪酬计划，但法律层面仍未有最终定论。马斯克已于今年3月对裁决提出上诉，截至目前尚未有新的判决结果公布。在薪酬方案遭否、上诉仍在进行的情况下，特斯拉正在考虑替代方案。据最新媒体报道，特斯拉董事会已成立一个特别委员会，由董事长Robyn Denholm和独立董事Kathleen Wilson-Thompson组成，专门评估马斯克的薪酬问题。如果2018年的薪酬方案无法恢复生效，该委员会将着手研究其他补偿方式，可能包括拟定一项新的股票期权计划，以认可马斯克过去的工作成果与贡献。据悉，该特别委员会正在考虑的新方案将与公司未来的财务表现、运营成果以及股价等因素挂钩，确保薪酬结构更具激励性和合理性。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434947148820616,"gmtCreate":1747207973217,"gmtModify":1747207974377,"author":{"id":"4196931219679372","authorId":"4196931219679372","name":"有淄有味","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196931219679372","idStr":"4196931219679372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$&nbsp;</a> .&nbsp;","listText":"<a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$&nbsp;</a> .&nbsp;","text":"$宁德时代(300750)$ 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