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Alli3

Allie from New York City

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- Alli3Alli3
  ·2021-11-01
  $蔚来(NIO)$Shame on you!
  2,520 评论
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- Alli3Alli3
  ·2021-08-18
  $小鹏汽车(XPEV)$一开盘就大单买入，隔壁蔚来一开盘就大单卖出
  3,265 2
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- Alli3Alli3
  ·2021-08-18
  $蔚来(NIO)$ 一开盘就大单卖出
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- Alli3Alli3
  ·2021-08-18
  $蔚来(NIO)$有没有股东愿意也来个联合声明的？蔚来我们坚决抵制神操作🤣🤣🤣
  2,091 评论
  3
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- Alli3Alli3
  ·2021-08-18
  $蔚来(NIO)$你正在陷入公关危机，道德危机，只希望中央不出个什么政策，媒体网开一面，事情水落石出，不然你就是自作自受。到时候不是用户出来挺你，而是你的股东们要出来踩死你
  2,649 评论
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- Alli3Alli3
  ·2021-08-14
  断臂求生
  外资清仓中概股？这些没抛，“木头姐”表态来了
  https://mp.weixin.qq.com/s/AP7TC-M9mt541lnsds9q-w
  外资清仓中概股？这些没抛，“木头姐”表态来了
  1,381 评论
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- Alli3Alli3
  ·2021-08-05
  哈哈哈哈哈哈
  非常抱歉，此主贴已删除
  2,080 评论
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- Alli3Alli3
  ·2021-07-22
  这叫跳水？那道指星期一跌700多点叫跳楼？
  【异动】发生了什么？滴滴直线跳水
  7月22日，滴滴盘前直线跳水，跌幅扩大至3%，此前一度涨超1.7%。相关阅读最近半个月，出行市场“领头羊”滴滴因为存在严重违法违规收集使用个人信息问题，“滴滴出行”APP及旗下其他25款APP下架。
  【异动】发生了什么？滴滴直线跳水
  1,702 评论
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- Alli3Alli3
  ·2021-07-19
  $蔚来(NIO)$ Not going to be surprised if it touches $38
  2,876 评论
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- Alli3Alli3
  ·2021-07-16
  $蔚来(NIO)$已经被资本丢弃了。每日大量资金流出。没有成交量难以突破近期的瓶颈。$43受不住下探的空间就很大了
  2,653 评论
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外资清仓中概股？这些没抛，“木头姐”表态来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-12 16:22 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151301033","content_text":"以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190亿美元降至22.29亿美元。\n需要明确的是，这家资管巨头的调仓发生在监管政策出台之前。这种清仓式减持，要么是对监管风险的提前预判，要么是出于对市场趋势研读的过人判断力。实际上，业内人士认为，中国政府倾向于 “反周期”，在宏观环境有所改善的时候会加大监管政策力度。这意味着，机构如果因此提前有所准备并行动迅速，就能避免严重损失。二季度以来，阿里巴巴最多下跌了18%。\n相较于二级市场的波动，政策监管变化对于一级市场和私募股权市场的影响更加深远。被报暂停在中国投资的软银，也表态会在事态明朗化后积极恢复投资。\n据路透社，软银社长孙正义表示，愿景基金有 23% 是投资于中国，但基金并未倚赖特定区域，投资相当均衡。他称中国科技业者正陷于困境但表现良好，股价应该会回升，而随着事态明朗化，将恢复在中国积极投资。\n愿景基金首席财务官 Navneet Govil 表示，虽然监管整顿影响了回报预期，但对中国的整体看法是不变的：中国仍然是一个巨大的、不断增长和引人注目的投资机会。\n减仓派“木头姐”至少持百亿中国资产\n长期赛道选手逢低买入\n美国主动管理科技基金的代表“木头姐”，在其旗舰基金清仓相关中概股持仓，但其余规模稍小的基金中，持有中概股比例并不低。\n截至8月11日，方舟自动化及机器人ETF中仍持有京东、百度、小牛电动和比亚迪，合计持股比率达8.71%；持仓市值近25亿美元（约合160亿元人民币），显示出其对于电商及新能源车的信心。\n\n“木头姐”也表态对中国资产仍持有“开放态度”。在本周二的网络研讨会上，她表示在投资中国资产这一问题上，其关注领域中许多公司多方面包括值等都在下降，可能不会很快恢复，甚至可能会进一步下跌。但她也明确，会在创新领域发现一些非常有趣的公司，所以会对此保持开放的态度。\n更有机构乘机抄底。知名长线科技投资机构柏基投资（Baillie Gifford），在 7 月末港股大幅波动之时，大幅加仓美团，持股比例增至 5.12%。\n目前，哪些领域会受到政府政策影响仍然受到外资高度关注，摩根士丹利就在近期一份研报中列出了包括可能受到影响的领域，包括科技、地产、消费、医疗及碳中和等。\n\n哪些赛道被外资看好？\n随着政府大力监管教培及垄断性的科技巨头，部分外资开始调转在中国的投资方向。许多受到政策鼓励的行业，被外资视为政策调整下涌现出来的新赛道：\n房屋租赁市场：\n今年政府加强了购房限制，大力控制房价，并吸引资金帮助提供出租房，这引起了大量外资机构的兴趣。APG 资产管理公司准备在未来 3 至 5 年内向中国出租房屋投入约12亿美元，这家美国私募股权巨头投资了不少中国的公寓租赁品牌如魔方、自如等。黑石集团和华平投资等海外投资者也正加大投资这一领域。\n外资认为，长期租赁住房是中国的下一个重大机遇，就像 10 年前的物流中心或 5 年前的数据中心。上海、北京等大城市日益增长的人口密度、严格的购房限制以及推迟结婚和生育等因素，将促进对多户型住房长租的需求。\n医疗数字化：\n尽管中国在电子商务、移动支付和外卖等领域已经完全数字化，走在全球前列，但医疗保健却没有迅速更上。中国的医疗保健可能很快就会面临数字化快速增长拐点，“木头姐”旗下的方舟集团看到了该行业的巨大机遇。根据方舟集团本周发布的研究报告，一些公司可能会从此转型中获益匪浅。\n该研报指出，数字化转型可以减轻医院的压力，可以发力的领域包括在线咨询、人工智能辅助的临床诊断系统、数字化医疗应用程序、处方药配送到家以及专业护理平台，数字化转型会使超负荷工作的医生看病更有效率，病人也会得到更好的服务和治疗。\n方舟集团估计，随着数字化转型，中国的在线问诊可能会大幅增加，从2019年占所有医疗就诊的6% 增加到2025年的50% ，从15亿美元增长为规模达500亿美元的市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899309120,"gmtCreate":1628156270660,"gmtModify":1628156270660,"author":{"id":"3558309103097461","authorId":"3558309103097461","name":"Alli3","avatar":"https://static.tigerbbs.com/7ffd6d527637840453b7030b85f49463","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558309103097461","authorIdStr":"3558309103097461"},"themes":[],"htmlText":"哈哈哈哈哈哈","listText":"哈哈哈哈哈哈","text":"哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899309120","repostId":"2157380284","repostType":2,"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172832921,"gmtCreate":1626949982663,"gmtModify":1626949982663,"author":{"id":"3558309103097461","authorId":"3558309103097461","name":"Alli3","avatar":"https://static.tigerbbs.com/7ffd6d527637840453b7030b85f49463","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558309103097461","authorIdStr":"3558309103097461"},"themes":[],"htmlText":"这叫跳水？那道指星期一跌700多点叫跳楼？","listText":"这叫跳水？那道指星期一跌700多点叫跳楼？","text":"这叫跳水？那道指星期一跌700多点叫跳楼？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172832921","repostId":"1163993452","repostType":2,"repost":{"id":"1163993452","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":1626947806,"share":"https://www.laohu8.com/m/news/1163993452?lang=&edition=full","pubTime":"2021-07-22 17:56","market":"us","language":"zh","title":"【异动】发生了什么？滴滴直线跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1163993452","media":"老虎资讯综合","summary":"7月22日，滴滴盘前直线跳水，跌幅扩大至3%，此前一度涨超1.7%。相关阅读\n最近半个月，出行市场“领头羊”滴滴因为存在严重违法违规收集使用个人信息问题，“滴滴出行”APP及旗下其他25款APP下架。","content":"<p>7月22日，滴滴盘前直线跳水，跌幅扩大至3%，此前一度涨超1.7%。<img src=\"https://static.tigerbbs.com/dc43ca98bcb28eefafa947129f9ba0be\" tg-width=\"833\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><b>相关阅读</b></p>\n<p>最近半个月，出行市场“领头羊”滴滴因为存在严重违法违规收集使用个人信息问题，“滴滴出行”APP及旗下其他25款APP下架。7部门还联合进驻滴滴出行科技有限公司，展开网络安全审查。</p>\n<p>消息一出，不少市场从业者积极寻找机会，抢占“真空期”。有的加大广告投入吸引新用户，有的发力司机端补贴，试图改变当前市场格局，颇有些行业“洗牌”的意味。</p>\n<p>经过数年的发展和多轮竞争，出行市场现已成为千亿元级大产业，市场集中度较高，仅滴滴一家企业的市场占有率就超过八成。如今，滴滴受到处罚，对追赶者来说是难得的机遇，对于行业发展也不失为一件好事。</p>\n<p>随着企业规模和话语权的增加，出行市场出现了抽成比例高、随意调整计价规则、违法违规收集使用个人信息等一系列乱象，不时引发消费者诟病，相关部门也多次就此约谈和处罚相关企业。此次竞争再起，有助于这些问题得到解决。</p>\n<p>对于消费者和司机来说，也有了“薅羊毛”的机会。其他平台企业为了抢占市场，加大了对司机和顾客的补贴力度。更多平台的进入，客观上减轻了群众的出行负担，增加了司机收入。</p>\n<p>目前，市场的“洗牌”结果尚不明朗。企业在竞争之余，一定要看到审查背后的原因，深刻吸取教训，避免出现恶性循环。</p>\n<p>首先，要牢记教训，注重数据安全。互联网已成为当下重要的社会基础设施，也是群众生活的重要工具。出行企业在投入大量资源抢占市场的同时，一定要高度重视安全，守住数据安全底线，自觉维护国家安全、保障公共利益。</p>\n<p>其次，要严守规矩，避免出现垄断。相对于司机和乘客，平台公司具有优势地位。滴滴旗下APP存在严重违法违规收集使用个人信息问题，就是滥用市场优势地位的体现。在这次的行业“洗牌”中，无论市场竞争结果如何，无论哪家或者哪些企业得到壮大，都需要避免再犯同样的错误。</p>\n<p>再次，要以人为本，注重可持续发展。近日，中华全国总工会印发意见，明确提出要切实维护网约车司机等新就业形态劳动者劳动保障权益。司机是出行领域最重要的“资产”之一，企业要重视他们的利益和诉求。</p>\n<p>只有这样，出行领域“洗牌”才有意义，行业发展才能够更加健康有序。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】发生了什么？滴滴直线跳水</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】发生了什么？滴滴直线跳水\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\">2021-07-22 17:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月22日，滴滴盘前直线跳水，跌幅扩大至3%，此前一度涨超1.7%。<img src=\"https://static.tigerbbs.com/dc43ca98bcb28eefafa947129f9ba0be\" tg-width=\"833\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><b>相关阅读</b></p>\n<p>最近半个月，出行市场“领头羊”滴滴因为存在严重违法违规收集使用个人信息问题，“滴滴出行”APP及旗下其他25款APP下架。7部门还联合进驻滴滴出行科技有限公司，展开网络安全审查。</p>\n<p>消息一出，不少市场从业者积极寻找机会，抢占“真空期”。有的加大广告投入吸引新用户，有的发力司机端补贴，试图改变当前市场格局，颇有些行业“洗牌”的意味。</p>\n<p>经过数年的发展和多轮竞争，出行市场现已成为千亿元级大产业，市场集中度较高，仅滴滴一家企业的市场占有率就超过八成。如今，滴滴受到处罚，对追赶者来说是难得的机遇，对于行业发展也不失为一件好事。</p>\n<p>随着企业规模和话语权的增加，出行市场出现了抽成比例高、随意调整计价规则、违法违规收集使用个人信息等一系列乱象，不时引发消费者诟病，相关部门也多次就此约谈和处罚相关企业。此次竞争再起，有助于这些问题得到解决。</p>\n<p>对于消费者和司机来说，也有了“薅羊毛”的机会。其他平台企业为了抢占市场，加大了对司机和顾客的补贴力度。更多平台的进入，客观上减轻了群众的出行负担，增加了司机收入。</p>\n<p>目前，市场的“洗牌”结果尚不明朗。企业在竞争之余，一定要看到审查背后的原因，深刻吸取教训，避免出现恶性循环。</p>\n<p>首先，要牢记教训，注重数据安全。互联网已成为当下重要的社会基础设施，也是群众生活的重要工具。出行企业在投入大量资源抢占市场的同时，一定要高度重视安全，守住数据安全底线，自觉维护国家安全、保障公共利益。</p>\n<p>其次，要严守规矩，避免出现垄断。相对于司机和乘客，平台公司具有优势地位。滴滴旗下APP存在严重违法违规收集使用个人信息问题，就是滥用市场优势地位的体现。在这次的行业“洗牌”中，无论市场竞争结果如何，无论哪家或者哪些企业得到壮大，都需要避免再犯同样的错误。</p>\n<p>再次，要以人为本，注重可持续发展。近日，中华全国总工会印发意见，明确提出要切实维护网约车司机等新就业形态劳动者劳动保障权益。司机是出行领域最重要的“资产”之一，企业要重视他们的利益和诉求。</p>\n<p>只有这样，出行领域“洗牌”才有意义，行业发展才能够更加健康有序。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/463a20727963df517e4795f25197f6b3","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163993452","content_text":"7月22日，滴滴盘前直线跳水，跌幅扩大至3%，此前一度涨超1.7%。相关阅读\n最近半个月，出行市场“领头羊”滴滴因为存在严重违法违规收集使用个人信息问题，“滴滴出行”APP及旗下其他25款APP下架。7部门还联合进驻滴滴出行科技有限公司，展开网络安全审查。\n消息一出，不少市场从业者积极寻找机会，抢占“真空期”。有的加大广告投入吸引新用户，有的发力司机端补贴，试图改变当前市场格局，颇有些行业“洗牌”的意味。\n经过数年的发展和多轮竞争，出行市场现已成为千亿元级大产业，市场集中度较高，仅滴滴一家企业的市场占有率就超过八成。如今，滴滴受到处罚，对追赶者来说是难得的机遇，对于行业发展也不失为一件好事。\n随着企业规模和话语权的增加，出行市场出现了抽成比例高、随意调整计价规则、违法违规收集使用个人信息等一系列乱象，不时引发消费者诟病，相关部门也多次就此约谈和处罚相关企业。此次竞争再起，有助于这些问题得到解决。\n对于消费者和司机来说，也有了“薅羊毛”的机会。其他平台企业为了抢占市场，加大了对司机和顾客的补贴力度。更多平台的进入，客观上减轻了群众的出行负担，增加了司机收入。\n目前，市场的“洗牌”结果尚不明朗。企业在竞争之余，一定要看到审查背后的原因，深刻吸取教训，避免出现恶性循环。\n首先，要牢记教训，注重数据安全。互联网已成为当下重要的社会基础设施，也是群众生活的重要工具。出行企业在投入大量资源抢占市场的同时，一定要高度重视安全，守住数据安全底线，自觉维护国家安全、保障公共利益。\n其次，要严守规矩，避免出现垄断。相对于司机和乘客，平台公司具有优势地位。滴滴旗下APP存在严重违法违规收集使用个人信息问题，就是滥用市场优势地位的体现。在这次的行业“洗牌”中，无论市场竞争结果如何，无论哪家或者哪些企业得到壮大，都需要避免再犯同样的错误。\n再次，要以人为本，注重可持续发展。近日，中华全国总工会印发意见，明确提出要切实维护网约车司机等新就业形态劳动者劳动保障权益。司机是出行领域最重要的“资产”之一，企业要重视他们的利益和诉求。\n只有这样，出行领域“洗牌”才有意义，行业发展才能够更加健康有序。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171922952,"gmtCreate":1626703265576,"gmtModify":1626703655876,"author":{"id":"3558309103097461","authorId":"3558309103097461","name":"Alli3","avatar":"https://static.tigerbbs.com/7ffd6d527637840453b7030b85f49463","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558309103097461","authorIdStr":"3558309103097461"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>已经被资本丢弃了。每日大量资金流出。没有成交量难以突破近期的瓶颈。$43受不住下探的空间就很大了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>已经被资本丢弃了。每日大量资金流出。没有成交量难以突破近期的瓶颈。$43受不住下探的空间就很大了","text":"$蔚来(NIO)$已经被资本丢弃了。每日大量资金流出。没有成交量难以突破近期的瓶颈。$43受不住下探的空间就很大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170547660","isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}