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向巴老致敬
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向巴老致敬
向巴老致敬
·
2024-11-04
$上证指数(000001.SH)$
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向巴老致敬
向巴老致敬
·
2024-10-24
$上证指数(000001.SH)$
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向巴老致敬
向巴老致敬
·
2024-10-17
哎,立不起来
纳斯达克中国金龙指数跌超3%,昨日暴涨的房多多跌超27%
中概股盘初时段整体走弱。
纳斯达克中国金龙指数跌超3%,昨日暴涨的房多多跌超27%
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向巴老致敬
向巴老致敬
·
2024-10-16
不在,一直调整。。。。。不乐观
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向巴老致敬
向巴老致敬
·
2024-10-14
我不做空,只做多。80多一直持有
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向巴老致敬
向巴老致敬
·
2024-09-02
这票基本面怎么样?
@百万手速王:
$3M(MMM)$ 换手率太低了,还得继续涨。毕竟5%的股息在这里,光持有就已经跑赢无风险利率了。
$3M(MMM)$ 换手率太低了,还得继续涨。毕竟5%的股息在这里,光持有就已经跑赢无风险利率了。
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向巴老致敬
向巴老致敬
·
2024-08-23
$哥伦比亚国家石油(EC)$
垃圾票吗?
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向巴老致敬
向巴老致敬
·
2024-08-05
$苹果(AAPL)$
会跟,说明美股整体高估,我也抛
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向巴老致敬
向巴老致敬
·
2024-05-23
为什么都要发可转债?缺钱了?
可转债,京东发了!阿里要发?腾讯、美团“最可能”发?
之后可能是谁?
可转债,京东发了!阿里要发?腾讯、美团“最可能”发?
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向巴老致敬
向巴老致敬
·
2024-04-02
美联储的话能信吗? 高筑墙广积粮才是正道
非常抱歉,此主贴已删除
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21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,中概股盘初时段整体走弱。截至发稿,纳斯达克中国金龙指数跌幅超3%,昨日暴涨的房多多暴跌超27%,贝壳跌12%,哔哩哔哩跌超7%,蔚来跌超5%,小鹏汽车、理想汽车、京东跌超4%,拼多多跌3.87%,阿里巴巴跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88b76132db4c39d91668701e4c018375\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/512107c40376e1a26e3d3cf3914d849a\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b823fa6c7d674b719a54def9b76b7c88","relate_stocks":{"DUO":"房多多","HXC":"纳斯达克中国金龙指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103596723","content_text":"周四,中概股盘初时段整体走弱。截至发稿,纳斯达克中国金龙指数跌幅超3%,昨日暴涨的房多多暴跌超27%,贝壳跌12%,哔哩哔哩跌超7%,蔚来跌超5%,小鹏汽车、理想汽车、京东跌超4%,拼多多跌3.87%,阿里巴巴跌超2%。","news_type":1,"symbols_score_info":{"HXC":1.1,"DUO":1.1}},"isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360438396985568,"gmtCreate":1729038156107,"gmtModify":1729038158042,"author":{"id":"3565127729443109","authorId":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565127729443109","authorIdStr":"3565127729443109"},"themes":[],"title":"","htmlText":"不在,一直调整。。。。。不乐观","listText":"不在,一直调整。。。。。不乐观","text":"不在,一直调整。。。。。不乐观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360438396985568","isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359957829533824,"gmtCreate":1728912087871,"gmtModify":1728912089627,"author":{"id":"3565127729443109","authorId":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565127729443109","authorIdStr":"3565127729443109"},"themes":[],"title":"","htmlText":"我不做空,只做多。80多一直持有","listText":"我不做空,只做多。80多一直持有","text":"我不做空,只做多。80多一直持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359957829533824","isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345065395933464,"gmtCreate":1725236791055,"gmtModify":1725236792853,"author":{"id":"3565127729443109","authorId":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565127729443109","authorIdStr":"3565127729443109"},"themes":[],"title":"","htmlText":"这票基本面怎么样?","listText":"这票基本面怎么样?","text":"这票基本面怎么样?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345065395933464","repostId":"331770398740520","repostType":1,"repost":{"id":331770398740520,"gmtCreate":1722005687490,"gmtModify":1722005688829,"author":{"id":"3442881788388879","authorId":"3442881788388879","name":"百万手速王","avatar":"https://static.laohu8.com/bb3291853da6afb3ac7acb6f16c40903","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442881788388879","authorIdStr":"3442881788388879"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MMM\">$3M(MMM)$ </a> 换手率太低了,还得继续涨。毕竟5%的股息在这里,光持有就已经跑赢无风险利率了。","listText":"<a href=\"https://laohu8.com/S/MMM\">$3M(MMM)$ </a> 换手率太低了,还得继续涨。毕竟5%的股息在这里,光持有就已经跑赢无风险利率了。","text":"$3M(MMM)$ 换手率太低了,还得继续涨。毕竟5%的股息在这里,光持有就已经跑赢无风险利率了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331770398740520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341442710429992,"gmtCreate":1724380588485,"gmtModify":1724381389056,"author":{"id":"3565127729443109","authorId":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565127729443109","authorIdStr":"3565127729443109"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EC\">$哥伦比亚国家石油(EC)$ </a> 垃圾票吗?","listText":"<a href=\"https://laohu8.com/S/EC\">$哥伦比亚国家石油(EC)$ </a> 垃圾票吗?","text":"$哥伦比亚国家石油(EC)$ 垃圾票吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341442710429992","isVote":1,"tweetType":1,"viewCount":3687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335025369493664,"gmtCreate":1722826246629,"gmtModify":1722826248016,"author":{"id":"3565127729443109","authorId":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565127729443109","authorIdStr":"3565127729443109"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 会跟,说明美股整体高估,我也抛","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 会跟,说明美股整体高估,我也抛","text":"$苹果(AAPL)$ 会跟,说明美股整体高估,我也抛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335025369493664","isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308990259204280,"gmtCreate":1716464820037,"gmtModify":1716464822071,"author":{"id":"3565127729443109","authorId":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565127729443109","authorIdStr":"3565127729443109"},"themes":[],"title":"","htmlText":"为什么都要发可转债?缺钱了?","listText":"为什么都要发可转债?缺钱了?","text":"为什么都要发可转债?缺钱了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308990259204280","repostId":"1114056708","repostType":2,"repost":{"id":"1114056708","kind":"news","pubTimestamp":1716456132,"share":"https://www.laohu8.com/m/news/1114056708?lang=zh_CN&edition=full","pubTime":"2024-05-23 17:22","market":"hk","language":"zh","title":"可转债,京东发了!阿里要发?腾讯、美团“最可能”发?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114056708","media":"华尔街见闻","summary":"之后可能是谁?","content":"<html><head></head><body><blockquote><p><strong>汇丰分析认为,之后美团、腾讯、网易和拼多多可能跟进可转债发行,其中腾讯、美团可能性最大。</strong></p></blockquote><p>京东发行可转债,阿里也要跟进,之后可能是谁?</p><p style=\"text-align: justify;\">周三,知情人士称阿里考虑发行可转债,拟募集约50亿美元资金,之后阿里港股跌超5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3f9d27c4953dba1e1c55885cb72a44a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">此前,5月21日京东宣布拟发行总规模达17.5亿美元可转债,此后京东港股连跌三日,今日再度跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7336435cb50981af480be47603457e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">京东表示,此次可转债发行将使其能够利用低融资成本(0.25%的票息率)加速当前股价的股票回购过程,转股价是45.7%,市价溢价大约35%。<br/>对此,汇丰表示:</p><blockquote><p style=\"text-align: justify;\">互联网公司利用债券市场来增强股东回报并不意外,当前高利率环境下,可转债相比普通债券提供了更好融资选择。</p><p style=\"text-align: justify;\">京东下跌也不意外,历史上互联网公司发行可转债后,股价短期内往往会出现下跌。<strong>过去三年中,公告后的第一天股价平均下跌8%,到第30天下跌23%。</strong></p></blockquote><p style=\"text-align: justify;\">谁将可能继续跟进?汇丰认为:</p><blockquote><p style=\"text-align: justify;\"><strong>偏好美团、腾讯、网易和拼多多,我们估计美团和腾讯是最有可能发行可转债的公司,网易则可能保持更多的防御性。</strong></p><p style=\"text-align: justify;\">在分析谁会跟进时投资者应该关注四大指标:<strong>1)股价表现:</strong>B站、京东和腾讯音乐在过去一个月中表现最好;<strong>2)离岸流动性:</strong>腾讯、爱奇艺、B站、百度和美团有美元净债务;<strong>3)股东回报与现金头寸</strong>:腾讯今年股票回购和股息预计将占净现金头寸140%或更多,其次是京东42%、微博35%;<strong>4)历史可转债发行</strong>:过去五年中爱奇艺发行四次,B站三次,拼多多两次。</p></blockquote></body></html>","source":"live_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\" 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}\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可转债,京东发了!阿里要发?腾讯、美团“最可能”发?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 17:22 北京时间 <a href=https://wallstreetcn.com/articles/3715596><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰分析认为,之后美团、腾讯、网易和拼多多可能跟进可转债发行,其中腾讯、美团可能性最大。京东发行可转债,阿里也要跟进,之后可能是谁?周三,知情人士称阿里考虑发行可转债,拟募集约50亿美元资金,之后阿里港股跌超5%。此前,5月21日京东宣布拟发行总规模达17.5亿美元可转债,此后京东港股连跌三日,今日再度跌超4%。京东表示,此次可转债发行将使其能够利用低融资成本(0.25%的票息率)加速当前股价的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715596\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd8d19411b72336a96ec6d1727be13e1","relate_stocks":{"03690":"美团-W","JD":"京东","BABA":"阿里巴巴","00700":"腾讯控股"},"source_url":"https://wallstreetcn.com/articles/3715596","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1114056708","content_text":"汇丰分析认为,之后美团、腾讯、网易和拼多多可能跟进可转债发行,其中腾讯、美团可能性最大。京东发行可转债,阿里也要跟进,之后可能是谁?周三,知情人士称阿里考虑发行可转债,拟募集约50亿美元资金,之后阿里港股跌超5%。此前,5月21日京东宣布拟发行总规模达17.5亿美元可转债,此后京东港股连跌三日,今日再度跌超4%。京东表示,此次可转债发行将使其能够利用低融资成本(0.25%的票息率)加速当前股价的股票回购过程,转股价是45.7%,市价溢价大约35%。对此,汇丰表示:互联网公司利用债券市场来增强股东回报并不意外,当前高利率环境下,可转债相比普通债券提供了更好融资选择。京东下跌也不意外,历史上互联网公司发行可转债后,股价短期内往往会出现下跌。过去三年中,公告后的第一天股价平均下跌8%,到第30天下跌23%。谁将可能继续跟进?汇丰认为:偏好美团、腾讯、网易和拼多多,我们估计美团和腾讯是最有可能发行可转债的公司,网易则可能保持更多的防御性。在分析谁会跟进时投资者应该关注四大指标:1)股价表现:B站、京东和腾讯音乐在过去一个月中表现最好;2)离岸流动性:腾讯、爱奇艺、B站、百度和美团有美元净债务;3)股东回报与现金头寸:腾讯今年股票回购和股息预计将占净现金头寸140%或更多,其次是京东42%、微博35%;4)历史可转债发行:过去五年中爱奇艺发行四次,B站三次,拼多多两次。","news_type":1,"symbols_score_info":{"JD":1.1,"BABA":1.1,"03690":1.1,"00700":1.1}},"isVote":1,"tweetType":1,"viewCount":3382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290863466746104,"gmtCreate":1712037474735,"gmtModify":1712037739808,"author":{"id":"3565127729443109","authorId":"3565127729443109","name":"向巴老致敬","avatar":"https://static.tigerbbs.com/e694ef4aca4595a70ad820fb8832cf6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565127729443109","authorIdStr":"3565127729443109"},"themes":[],"title":"","htmlText":"美联储的话能信吗? 高筑墙广积粮才是正道","listText":"美联储的话能信吗? 高筑墙广积粮才是正道","text":"美联储的话能信吗? 高筑墙广积粮才是正道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290863466746104","repostId":"1165975250","repostType":2,"isVote":1,"tweetType":1,"viewCount":3814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}