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愿仗剑走天涯
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愿仗剑走天涯
愿仗剑走天涯
·
2021-12-29
这名字可以
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愿仗剑走天涯
愿仗剑走天涯
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2021-12-16
$恒大汽车(00708)$
还有多少人记得我4月14日讲的笑话?又有多少人听进去了?[可爱] [可爱] [可爱]
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愿仗剑走天涯
愿仗剑走天涯
·
2021-12-01
$拼多多(PDD)$
还有多少人记得我年初阅读量几万+的摇旗呐喊?
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愿仗剑走天涯
愿仗剑走天涯
·
2021-08-26
开始用营销来疯狂砸量,就说明出问题了,优秀的产品不需要这么重的营销成本。
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愿仗剑走天涯
愿仗剑走天涯
·
2021-08-23
毕竟有些大佬的钱被套了,机构能帮一把就帮一把不是?至于你阿里的股价,他们才不管呢[龇牙] [龇牙] [龇牙]
阿里被近70%外资机构“看多”,抄底机会来了?
受监管阴影等因素影响的互联网电商巨头——阿里巴巴,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构
阿里被近70%外资机构“看多”,抄底机会来了?
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愿仗剑走天涯
愿仗剑走天涯
·
2021-08-10
从今天开始持有,若干年后,你手上拿的就是苹果。
雷军:小米赠送首批用户1999元红包约3.7亿
雷军:我们正式决定,向小米手机首批18.46万用户,每人赠送1999元红包。1999元红包,代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。 8月10日晚间消
雷军:小米赠送首批用户1999元红包约3.7亿
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愿仗剑走天涯
愿仗剑走天涯
·
2021-08-05
快手不太可能做起来,这个公司终究是个过渡阶段的昙花一现。
股票解禁前夜,跟快手几位员工聊了聊:走,还是留?
解禁后怎么处理股票,既要对现实回报进行考量,也要个人对公司发展趋势做出预判。
股票解禁前夜,跟快手几位员工聊了聊:走,还是留?
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愿仗剑走天涯
愿仗剑走天涯
·
2021-08-03
跟游戏没太大关系,欧美那么多游戏公司,也没见很多孩子沉迷。跟报复性熬夜类似,孩子沉迷游戏(尤其是我网游)更多的是对现实生活、学业压力的一种自我防御和保护,该考虑的是如何让他们快乐成长,快乐学习。
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愿仗剑走天涯
愿仗剑走天涯
·
2021-07-19
$恒大汽车(00708)$
还记得我讲的笑话吗?[可爱]
@愿仗剑走天涯:
$小米集团-W(01810)$讲个笑话,$恒大汽车(00708)$市值跟小米差不多。[龇牙]
$小米集团-W(01810)$讲个笑话,$恒大汽车(00708)$市值跟小米差不多。[龇牙]
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愿仗剑走天涯
愿仗剑走天涯
·
2021-07-06
说张一跪的人都是没看完这篇文章的人。
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[龇牙] [龇牙] ","listText":"毕竟有些大佬的钱被套了,机构能帮一把就帮一把不是?至于你阿里的股价,他们才不管呢[龇牙] [龇牙] [龇牙] ","text":"毕竟有些大佬的钱被套了,机构能帮一把就帮一把不是?至于你阿里的股价,他们才不管呢[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835112522","repostId":"2161474406","repostType":4,"repost":{"id":"2161474406","kind":"news","pubTimestamp":1629684482,"share":"https://www.laohu8.com/m/news/2161474406?lang=&edition=full","pubTime":"2021-08-23 10:08","market":"us","language":"zh","title":"阿里被近70%外资机构“看多”,抄底机会来了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2161474406","media":"证券市场红周刊","summary":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构","content":"<p>受监管阴影等因素影响的互联网电商巨头——<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构的态度远未“如此悲观。” 在机构来看,受“监管导致的偏好下降”已获充分反映,另有观点认为,阿里“目前估值已经颇具吸引力”,但“抄底时机”还为时尚早。</p>\n<p><b>二季度外资机构近7成“看多”阿里</b></p>\n<p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>、施罗德、摩根等机构增持</b></p>\n<p>截至美东时间8月19日收盘(下同),美股机构披露的持仓数据显示,二季度,机构对阿里的调仓整体偏“乐观”。</p>\n<p>如13F最新披露数据显示,截至二季度末,共有1757家机构持仓阿里,与第一季度1749家的持仓数量基本持平。进一步来看,在二季度1757家持仓阿里机构中,给予增持、持仓未变、新进的机构家数分别为703、245、248,合计为1196家,占二季度持仓阿里机构比例为68%。与之相对,减持、清仓的机构分别为561、240家。</p>\n<p>受股价重挫影响,二季度末,机构持仓阿里的总市值为1495亿美元,该持仓市值水平已经降至近五个季度最低水平。此外,机构的持仓占比也在不断下降,最新的持股比例为24.34%。</p>\n<p>纵向对比来看,截至2020-6-30,机构持仓阿里占比为44.11%,持仓市值为2552亿美元;截至2020-09-30,机构持仓阿里占比和市值分别为40.73%与3212亿美元;截至2020-12-31,持股占比和市值分别为36.19%与2283亿美元;截至2021-3-30则分别为32.55%与2000亿美元。</p>\n<p>图1 机构近五个季度持仓阿里</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164254152v1546m6vw5iwjn6\" tg-width=\"960\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源:Wind</p>\n<p>从增持名单来看,高盛(GOLDMAN SACHS GROUP INC)目前持仓阿里市值最高,达69亿美元,二季度,高盛增仓阿里23.86%,目前,为高盛二季度第五大重仓股。(注:高盛二季度总持仓市值为4463亿美元)</p>\n<p>值得一提的是,高盛对阿里的增持并非短期动作,而是“长情行为”。据Wind数据显示,曾在2014年3季度,高盛即建仓阿里,当时持仓仅23,032.2万美元,截至今年2季度末,已连续持仓达25个季度,且在其间不断增仓。</p>\n<p>图2 高盛持仓阿里巴巴</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164304962v1549gnmmmnlcik\" tg-width=\"794\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源:Wind</p>\n<p>另外,二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP(施罗德投资管理集团)、MORGAN STANLEY(<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>)、PRIMECAP管理公司等。</p>\n<p>表1 二季度主要增仓阿里机构(部分)</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164305849v154jrxrz96v7ym\" tg-width=\"588\" tg-height=\"884\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源:Wind</p>\n<p>与之相对,二季度,共有561家机构对阿里进行了减仓。统计显示,减仓幅度<20%的公司332家,减仓幅度在20%~50%的公司有136家。减仓幅度>50%的机构有93家,其中有39家机构减仓超过80%,如BLACKROCK INC.(<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>)减仓达88.28 %,持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外,STATE STREET CORP(美国<a href=\"https://laohu8.com/S/STT\">道富银行</a>)减仓幅度同样高达86.23 %;</p>\n<p>表2 二季度主要减仓阿里机构(部分)</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164312662v154fvtq2a3wmt8\" tg-width=\"633\" tg-height=\"835\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源:Wind</p>\n<p><b>股价“腰斩”市值缩水超4000亿美元</b></p>\n<p>“监管”充分反映估值已具“吸引力</p>\n<p>截至美东时间8月19日收盘,阿里巴巴(BABA.US)当日重挫6.85%,刷新年内新低,今年以来,阿里累计跌幅已经达到了31%。而自去年10月27日高点至今,累计跌幅已近50%,几近“腰斩”。</p>\n<p>图3 阿里股价表现</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164323739v154cu4vh1o2d6g\" tg-width=\"1080\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源:Wind</p>\n<p>伴随股价下跌,阿里市值大幅缩水。目前来看,阿里最新市值为约4364亿美元,相较于年初6243亿美元缩水1879亿美元,相较于去年10月27日高点8507亿美元市值缩水4143亿美元。</p>\n<p>图4 阿里市值变化(亿美元)</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164325203v154avjz8v2h2jh\" tg-width=\"803\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源:Wind</p>\n<p>进一步来看,阿里估值水平也出现进一步下降。今年以来,阿里估值多保持在20倍~30倍之间,最新估值仅在20倍左右。</p>\n<p>图5 阿里估值水平变化</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164331028v15445zmhdffl5o\" tg-width=\"814\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源:Wind</p>\n<p><b>阿里长线投资价值逐步凸显</b></p>\n<p><b>但不建议贸然“抄底”</b></p>\n<p>与二季度多数投资机构对阿里持有“积极态度”相通,券商也同样给予阿里“乐观预判”。</p>\n<p>如<a href=\"https://laohu8.com/S/600030\">中信证券</a>,据其8月上旬发布的研究报告指出,阿里巴巴发布FY2022Q1业绩,核心商业稳健增长,其认为,股价经过持续调整,已反映公司新业务投入对业绩增长影响的悲观预期,及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进,公司的技术和服务能力呈现明显提升态势,公司依然具有较好的相对竞争优势,维持对公司中长期发展的乐观判断。</p>\n<p><a href=\"https://laohu8.com/S/600999\">招商证券</a>(香港) 认为,由于监管机构禁止通过价格倾销来促销,竞争环境变得更加公平,而阿里的优势如充足的现金储备,以及强大的供应链能力(如<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>在生鲜、快消品类的供给)则更能被凸显。此外,阿里承诺将着眼于长期价值,并将加大在供应链、履约能力和基础设施上的投入。</p>\n<p>有观点认为,阿里“目前估值已经颇具吸引力”,但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示,阿里的估值创新低,“但不会贸然抄底...”。</p>\n<p>而从《红周刊》采访的多位投资人反馈来看,对于阿里的长期投资价值 ,“看多”的占绝大多数,但短期而言,风险偏好降低带来的波动或仍将持续。</p>\n<p>这也可能就会导致,虽然投资需要“做时间的朋友”是个人尽皆知的良言,但实操中真正能做到的可能仍是少数。</p>","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>阿里被近70%外资机构“看多”,抄底机会来了?</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阿里被近70%外资机构“看多”,抄底机会来了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 10:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受监管阴影等因素影响的互联网电商巨头——阿里巴巴,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构的态度远未“如此悲观。” 在机构来看,受“监管导致的偏好下降”已获充分反映,另有观点认为,阿里“目前估值已经颇具吸引力”,但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2161474406","content_text":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构的态度远未“如此悲观。” 在机构来看,受“监管导致的偏好下降”已获充分反映,另有观点认为,阿里“目前估值已经颇具吸引力”,但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、摩根等机构增持\n截至美东时间8月19日收盘(下同),美股机构披露的持仓数据显示,二季度,机构对阿里的调仓整体偏“乐观”。\n如13F最新披露数据显示,截至二季度末,共有1757家机构持仓阿里,与第一季度1749家的持仓数量基本持平。进一步来看,在二季度1757家持仓阿里机构中,给予增持、持仓未变、新进的机构家数分别为703、245、248,合计为1196家,占二季度持仓阿里机构比例为68%。与之相对,减持、清仓的机构分别为561、240家。\n受股价重挫影响,二季度末,机构持仓阿里的总市值为1495亿美元,该持仓市值水平已经降至近五个季度最低水平。此外,机构的持仓占比也在不断下降,最新的持股比例为24.34%。\n纵向对比来看,截至2020-6-30,机构持仓阿里占比为44.11%,持仓市值为2552亿美元;截至2020-09-30,机构持仓阿里占比和市值分别为40.73%与3212亿美元;截至2020-12-31,持股占比和市值分别为36.19%与2283亿美元;截至2021-3-30则分别为32.55%与2000亿美元。\n图1 机构近五个季度持仓阿里\n\n数据来源:Wind\n从增持名单来看,高盛(GOLDMAN SACHS GROUP INC)目前持仓阿里市值最高,达69亿美元,二季度,高盛增仓阿里23.86%,目前,为高盛二季度第五大重仓股。(注:高盛二季度总持仓市值为4463亿美元)\n值得一提的是,高盛对阿里的增持并非短期动作,而是“长情行为”。据Wind数据显示,曾在2014年3季度,高盛即建仓阿里,当时持仓仅23,032.2万美元,截至今年2季度末,已连续持仓达25个季度,且在其间不断增仓。\n图2 高盛持仓阿里巴巴\n\n数据来源:Wind\n另外,二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP(施罗德投资管理集团)、MORGAN STANLEY(摩根士丹利)、PRIMECAP管理公司等。\n表1 二季度主要增仓阿里机构(部分)\n\n数据来源:Wind\n与之相对,二季度,共有561家机构对阿里进行了减仓。统计显示,减仓幅度<20%的公司332家,减仓幅度在20%~50%的公司有136家。减仓幅度>50%的机构有93家,其中有39家机构减仓超过80%,如BLACKROCK INC.(贝莱德)减仓达88.28 %,持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外,STATE STREET CORP(美国道富银行)减仓幅度同样高达86.23 %;\n表2 二季度主要减仓阿里机构(部分)\n\n数据来源:Wind\n股价“腰斩”市值缩水超4000亿美元\n“监管”充分反映估值已具“吸引力\n截至美东时间8月19日收盘,阿里巴巴(BABA.US)当日重挫6.85%,刷新年内新低,今年以来,阿里累计跌幅已经达到了31%。而自去年10月27日高点至今,累计跌幅已近50%,几近“腰斩”。\n图3 阿里股价表现\n\n数据来源:Wind\n伴随股价下跌,阿里市值大幅缩水。目前来看,阿里最新市值为约4364亿美元,相较于年初6243亿美元缩水1879亿美元,相较于去年10月27日高点8507亿美元市值缩水4143亿美元。\n图4 阿里市值变化(亿美元)\n\n数据来源:Wind\n进一步来看,阿里估值水平也出现进一步下降。今年以来,阿里估值多保持在20倍~30倍之间,最新估值仅在20倍左右。\n图5 阿里估值水平变化\n\n数据来源:Wind\n阿里长线投资价值逐步凸显\n但不建议贸然“抄底”\n与二季度多数投资机构对阿里持有“积极态度”相通,券商也同样给予阿里“乐观预判”。\n如中信证券,据其8月上旬发布的研究报告指出,阿里巴巴发布FY2022Q1业绩,核心商业稳健增长,其认为,股价经过持续调整,已反映公司新业务投入对业绩增长影响的悲观预期,及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进,公司的技术和服务能力呈现明显提升态势,公司依然具有较好的相对竞争优势,维持对公司中长期发展的乐观判断。\n招商证券(香港) 认为,由于监管机构禁止通过价格倾销来促销,竞争环境变得更加公平,而阿里的优势如充足的现金储备,以及强大的供应链能力(如高鑫零售在生鲜、快消品类的供给)则更能被凸显。此外,阿里承诺将着眼于长期价值,并将加大在供应链、履约能力和基础设施上的投入。\n有观点认为,阿里“目前估值已经颇具吸引力”,但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示,阿里的估值创新低,“但不会贸然抄底...”。\n而从《红周刊》采访的多位投资人反馈来看,对于阿里的长期投资价值 ,“看多”的占绝大多数,但短期而言,风险偏好降低带来的波动或仍将持续。\n这也可能就会导致,虽然投资需要“做时间的朋友”是个人尽皆知的良言,但实操中真正能做到的可能仍是少数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892035726,"gmtCreate":1628609981665,"gmtModify":1628609981665,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"从今天开始持有,若干年后,你手上拿的就是苹果。","listText":"从今天开始持有,若干年后,你手上拿的就是苹果。","text":"从今天开始持有,若干年后,你手上拿的就是苹果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892035726","repostId":"1175670496","repostType":4,"repost":{"id":"1175670496","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":1628606465,"share":"https://www.laohu8.com/m/news/1175670496?lang=&edition=full","pubTime":"2021-08-10 22:41","market":"other","language":"zh","title":"雷军:小米赠送首批用户1999元红包约3.7亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1175670496","media":"老虎资讯综合","summary":"雷军:我们正式决定,向小米手机首批18.46万用户,每人赠送1999元红包。1999元红包,代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消","content":"<blockquote>\n 雷军:我们正式决定,向小米手机首批18.46万用户,每人赠送1999元红包。1999元红包,代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息,在今日举行的2021雷军年度演讲暨小米秋季新品发布会上,小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露,十年前小米1开售,1999元,18.46万台,3.7亿元,这是小米的第一笔收入。有了这一笔收入,小米才能滚动发展,才有了今天的世界500强和全球第二。</p>\n<p>他宣布,向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</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\" 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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雷军:小米赠送首批用户1999元红包约3.7亿\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\">2021-08-10 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 雷军:我们正式决定,向小米手机首批18.46万用户,每人赠送1999元红包。1999元红包,代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息,在今日举行的2021雷军年度演讲暨小米秋季新品发布会上,小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露,十年前小米1开售,1999元,18.46万台,3.7亿元,这是小米的第一笔收入。有了这一笔收入,小米才能滚动发展,才有了今天的世界500强和全球第二。</p>\n<p>他宣布,向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175670496","content_text":"雷军:我们正式决定,向小米手机首批18.46万用户,每人赠送1999元红包。1999元红包,代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消息,在今日举行的2021雷军年度演讲暨小米秋季新品发布会上,小米发布了MIX4、小米平板5等多款新品。\n雷军透露,十年前小米1开售,1999元,18.46万台,3.7亿元,这是小米的第一笔收入。有了这一笔收入,小米才能滚动发展,才有了今天的世界500强和全球第二。\n他宣布,向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心,我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899034454,"gmtCreate":1628141401578,"gmtModify":1628141401578,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"快手不太可能做起来,这个公司终究是个过渡阶段的昙花一现。","listText":"快手不太可能做起来,这个公司终究是个过渡阶段的昙花一现。","text":"快手不太可能做起来,这个公司终究是个过渡阶段的昙花一现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899034454","repostId":"1189214910","repostType":2,"repost":{"id":"1189214910","kind":"news","pubTimestamp":1628081110,"share":"https://www.laohu8.com/m/news/1189214910?lang=&edition=full","pubTime":"2021-08-04 20:45","market":"hk","language":"zh","title":"股票解禁前夜,跟快手几位员工聊了聊:走,还是留?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189214910","media":"开柒","summary":"解禁后怎么处理股票,既要对现实回报进行考量,也要个人对公司发展趋势做出预判。","content":"<p>话说,最近好多互联网大厂都处于风口浪尖,股价震荡,员工们也都有些心有戚戚然。而其中,快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了,但当前的快手股价却远不及预期。</p>\n<p>当然,快手的下跌也不是个例,大环境如此嘛。环顾互联网行业整体,从二级市场的反馈来看并不平静。7月27日,恒生指数下跌超过4%,互联网股集中的恒生科技指数大跌7.97%,创出该指数发布以来史上最大单日跌幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8ce7fc1c88b321e90886c2b7c303250b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>八姐恰好有几个在快手的盆友,俺也趁机安慰了一下他们。有的快手盆友说,说不郁闷是假的。毕竟,在业务基本面稳定的情况下,总觉得快手应该匹配更好的市值,万万没想到市场的降温来得这么快。</p>\n<p>不过,几乎八姐询问的所有童鞋都说,他们并不着急卖股票,毕竟,现在快手的股价低得超过了他们心理预期,基于对公司中长期发展的预判,可以再等等。</p>\n<p>当然,也有快手的盆友过来纠结的问八姐:你说,公司股价不会一路再向下吧?八姐也不是神仙,不过,俺觉得吧,正常来说,所有的美股和港股上市公司都会有“解禁低迷期”,也就是说,在180天的解禁前后,会出现股价的低迷,甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好,长期来看,公司股价仍有上涨空间。</p>\n<p><img src=\"https://static.tigerbbs.com/ee90e1cd21c433c51583304cc9925217\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>以同样在港股上市的小米为例,小米是2018年7月9日上市的,当时发行价18港元,而到了半年后的解禁日,小米股价创下上市以来新低,以11.1港元收盘,解禁次日,盘中触及上市以来股价最低点9.44港币。甚至,在随后的整个2019年一整年,股价继续低迷。八姐记得,当时俺跟小米的童鞋吃饭,一大揶揄的话题就是,你看看,你拼死拼活的好几年996,拿到的股票还不够在北五环买个房子的。</p>\n<p>但小米在去年开始了猛涨,一度较发行价涨了一倍多,即便近期股价调整后,也较发行价高出50%。所以,八姐觉得,不要郁闷,只要拿得住股票,做价值投资,没准哪天你又赚大了。</p>\n<p><img src=\"https://static.tigerbbs.com/ba2e3e1ba204d89af7c2afa60b0be6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>(小米股价走势图)</p>\n<p>而且就快手的员工股票而言,参照IPO时的招股书信息来看(除高管外的普通员工)约有7015名普通员工,获得4.23亿股购股权,平均下来每人约可获得6万股的回报,即便是按照现在的股价,那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形,解禁后并不意味着这些股票马上就能变现,但长期来看,仍是一笔比较可观的回报。所以,别着急。</p>\n<p>从外界对快手二季度的业绩预期来看,当前快手处在用户增长淡季, 营销费用预计仍会维持在较高水平。但与此同时,八姐觉得,还应当拉长时间线向后看。</p>\n<p>比如,在用户增长方面,快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关,但在第三季度,快手在奥运方面的投入可能令其获得更多的新增用户。</p>\n<p><img src=\"https://static.tigerbbs.com/5082e7fab8a2404dedc71564b576fba6\" tg-width=\"1080\" tg-height=\"1045\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>再比如,快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞(Jeffries)就在研报中指出,从长期发展来看,公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力,预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度,快手财报数据显示,线上营销服务收入为86亿元,对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。</p>\n<p>另外,快手的海外增长也值得关注,尽管快手在海外部分的投入,被不少分析者认为令快手亏损扩大,但在对快手整体价值进行预估的时候,不少人却忽略了海外的成长空间。中金等机构分析认为,当前海外短视频渗透率不及国内,面临相对宽松的竞争环境,快手将因地制宜,通过特定内容矩阵吸引目标用户,并基于内容实现“破圈”。</p>\n<p>总之,八姐觉得吧,解禁后怎么处理股票,既要对现实回报进行考量,也要个人对公司发展趋势做出预判。</p>\n<p>不久前,QM刚刚发布了半年报告,截止2021年6月,短视频APP行业月活跃用户规模排名中,抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场,快手的机会还是很大的。</p>\n<p>受到市场传言等各种因素影响,快手当前的市值仅为580亿美元上下,八姐认为,这个价格真心不算高啊。对于快手的童鞋来说,说不定一年后再来看,把股票留着才是一个正确的决定。</p>","source":"kq","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\" 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.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股票解禁前夜,跟快手几位员工聊了聊:走,还是留?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 20:45 北京时间 <a href=https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ><strong>开柒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>话说,最近好多互联网大厂都处于风口浪尖,股价震荡,员工们也都有些心有戚戚然。而其中,快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了,但当前的快手股价却远不及预期。\n当然,快手的下跌也不是个例,大环境如此嘛。环顾互联网行业整体,从二级市场的反馈来看并不平静。7月27日,恒生指数下跌超过4%,互联网股集中的恒生科技指数大跌7.97%,创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在快...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189214910","content_text":"话说,最近好多互联网大厂都处于风口浪尖,股价震荡,员工们也都有些心有戚戚然。而其中,快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了,但当前的快手股价却远不及预期。\n当然,快手的下跌也不是个例,大环境如此嘛。环顾互联网行业整体,从二级市场的反馈来看并不平静。7月27日,恒生指数下跌超过4%,互联网股集中的恒生科技指数大跌7.97%,创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在快手的盆友,俺也趁机安慰了一下他们。有的快手盆友说,说不郁闷是假的。毕竟,在业务基本面稳定的情况下,总觉得快手应该匹配更好的市值,万万没想到市场的降温来得这么快。\n不过,几乎八姐询问的所有童鞋都说,他们并不着急卖股票,毕竟,现在快手的股价低得超过了他们心理预期,基于对公司中长期发展的预判,可以再等等。\n当然,也有快手的盆友过来纠结的问八姐:你说,公司股价不会一路再向下吧?八姐也不是神仙,不过,俺觉得吧,正常来说,所有的美股和港股上市公司都会有“解禁低迷期”,也就是说,在180天的解禁前后,会出现股价的低迷,甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好,长期来看,公司股价仍有上涨空间。\n\n以同样在港股上市的小米为例,小米是2018年7月9日上市的,当时发行价18港元,而到了半年后的解禁日,小米股价创下上市以来新低,以11.1港元收盘,解禁次日,盘中触及上市以来股价最低点9.44港币。甚至,在随后的整个2019年一整年,股价继续低迷。八姐记得,当时俺跟小米的童鞋吃饭,一大揶揄的话题就是,你看看,你拼死拼活的好几年996,拿到的股票还不够在北五环买个房子的。\n但小米在去年开始了猛涨,一度较发行价涨了一倍多,即便近期股价调整后,也较发行价高出50%。所以,八姐觉得,不要郁闷,只要拿得住股票,做价值投资,没准哪天你又赚大了。\n\n(小米股价走势图)\n而且就快手的员工股票而言,参照IPO时的招股书信息来看(除高管外的普通员工)约有7015名普通员工,获得4.23亿股购股权,平均下来每人约可获得6万股的回报,即便是按照现在的股价,那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形,解禁后并不意味着这些股票马上就能变现,但长期来看,仍是一笔比较可观的回报。所以,别着急。\n从外界对快手二季度的业绩预期来看,当前快手处在用户增长淡季, 营销费用预计仍会维持在较高水平。但与此同时,八姐觉得,还应当拉长时间线向后看。\n比如,在用户增长方面,快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关,但在第三季度,快手在奥运方面的投入可能令其获得更多的新增用户。\n\n再比如,快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞(Jeffries)就在研报中指出,从长期发展来看,公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力,预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度,快手财报数据显示,线上营销服务收入为86亿元,对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。\n另外,快手的海外增长也值得关注,尽管快手在海外部分的投入,被不少分析者认为令快手亏损扩大,但在对快手整体价值进行预估的时候,不少人却忽略了海外的成长空间。中金等机构分析认为,当前海外短视频渗透率不及国内,面临相对宽松的竞争环境,快手将因地制宜,通过特定内容矩阵吸引目标用户,并基于内容实现“破圈”。\n总之,八姐觉得吧,解禁后怎么处理股票,既要对现实回报进行考量,也要个人对公司发展趋势做出预判。\n不久前,QM刚刚发布了半年报告,截止2021年6月,短视频APP行业月活跃用户规模排名中,抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场,快手的机会还是很大的。\n受到市场传言等各种因素影响,快手当前的市值仅为580亿美元上下,八姐认为,这个价格真心不算高啊。对于快手的童鞋来说,说不定一年后再来看,把股票留着才是一个正确的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804667192,"gmtCreate":1627954661116,"gmtModify":1627954661116,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"跟游戏没太大关系,欧美那么多游戏公司,也没见很多孩子沉迷。跟报复性熬夜类似,孩子沉迷游戏(尤其是我网游)更多的是对现实生活、学业压力的一种自我防御和保护,该考虑的是如何让他们快乐成长,快乐学习。","listText":"跟游戏没太大关系,欧美那么多游戏公司,也没见很多孩子沉迷。跟报复性熬夜类似,孩子沉迷游戏(尤其是我网游)更多的是对现实生活、学业压力的一种自我防御和保护,该考虑的是如何让他们快乐成长,快乐学习。","text":"跟游戏没太大关系,欧美那么多游戏公司,也没见很多孩子沉迷。跟报复性熬夜类似,孩子沉迷游戏(尤其是我网游)更多的是对现实生活、学业压力的一种自我防御和保护,该考虑的是如何让他们快乐成长,快乐学习。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804667192","repostId":"1121813214","repostType":4,"isVote":1,"tweetType":1,"viewCount":2978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173489844,"gmtCreate":1626679452488,"gmtModify":1626679452488,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"<a 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