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MartinDong
MartinDong
·
2021-08-03
抄底成功
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MartinDong
MartinDong
·
2021-07-26
退市吧[流泪]
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MartinDong
MartinDong
·
2021-05-28
这是要哪般？
生死转折？“在线教育史上最大裁员潮”即将爆发
按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。
生死转折？“在线教育史上最大裁员潮”即将爆发
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MartinDong
MartinDong
·
2021-05-25
都看好，为什么还如此的一蹶不振？
高盛也看好的比特币概念股 到底有什么特别？
高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。 高盛在报告中称，投资者过于关注价格的影响，而较少关注波动性的影响，高盛认为波动性是Coinbase股价近期更大的推动因素。 高盛给予Coinbase的目标价为每股306美元，较该股当前价格高约36%。
高盛也看好的比特币概念股 到底有什么特别？
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MartinDong
MartinDong
·
2021-05-25
还能好吗？
达里奥“站台”比特币：在通胀情况下，宁愿持有比特币而非债券
比特币又获得一位大佬为它“站台”。
达里奥“站台”比特币：在通胀情况下，宁愿持有比特币而非债券
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MartinDong
MartinDong
·
2021-04-28
打了不一定中，中了不一定涨，费用必须得出，完美
兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股
根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。
兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股
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MartinDong
MartinDong
·
2021-04-28
干
谷歌财报大超预期，盘后股价大涨5%创历史新高
谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元
谷歌财报大超预期，盘后股价大涨5%创历史新高
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MartinDong
MartinDong
·
2021-04-21
熊🐻来了？
美债利率为何回落？
海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的
美债利率为何回落？
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MartinDong
MartinDong
·
2021-04-13
挺住
GameStop initiates search for new CEO - sources
GameStop Corp is looking for a new chief executive to replace George Sherman as it pivots from a bri
GameStop initiates search for new CEO - sources
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MartinDong
MartinDong
·
2021-04-08
nice小白表示有哪些好的金融股啊？提前埋伏起来
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href=\"https://laohu8.com/S/KRKR\">36氪</a>还独家了解到，字节跳动旗下的教育业务近几周频繁召开高层会，教育业务即将进行大范围架构调整。一位知情人士对36氪称，接下来就是裁员。</p><p>虽然事出突然，但并非无迹可寻。近几个月教育行业监管趋严，日前曾流传出「教培机构不许上市」的言论。如果传言为真，<b>教育业务则将成为未来拖累字节跳动上市的累赘</b>。</p><p>此外，据脉脉用户爆料：“作业帮裁员”，“<a href=\"https://laohu8.com/S/NTES\">网易</a>有道要裁员了，果然k12公司都逃不过一劫”；同时36氪从一位行业人士处了解到：镇江学而思被通知暂停招聘动作，南京学而思对大四全职招聘已暂停，对外口径为“已招满”，目前只招聘暑期兼职。</p><p>“<b>按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。</b>”一位在线教育公司的高管告诉36氪。</p><p><b>这个在2020年风头无二的行业，直接从爆发期进入了生死转折点。</b></p><p>本周一，一张「假期不许开课」、「培训机构不上市」、「不许打广告」的截图在业内流传。当天中概股集体下跌，一天内中概股教育头部企业总计蒸发近79亿美元，折合人民币509亿元。</p><p>二级市场股价的萎靡不振也传递到一级市场，多位投资人对36氪重申了“暂时要规避这个行业，这次比较不一样”。另一位知名投资人更是直接放弃了已准备投资的教育项目，该项目营收过10亿。</p><p>值得一提的是，也有某家教育公司，虽然此前经历过国内资本市场尝试，但最近也临时突然叫停了所有IPO宣发，只希望秘密递交招股书。“以前是有多大声恨不得全喊出来，现在是能多低调就多低调。”一位基金人士告诉36氪。</p><p><img src=\"https://static.tigerbbs.com/f7054753cbd104c60dd47c0e4b3bd941\" tg-width=\"1206\" tg-height=\"1098\" referrerpolicy=\"no-referrer\"></p><p>之前传言</p><p>虽然海淀区教委立即辟谣「暑期不许开课」消息不实，但「在线教育裁员潮」话题已经开始在脉脉上发酵。</p><p><b>在这一轮监管风暴之下，没有企业能幸免。</b></p><p>从今年年初开始，「广告合规问题」打响了在线教育行业强监管的第一枪，紧接着「双减趋紧」、「预收费问题」、「教师资质问题」等监察轮番来袭。</p><p>如果说上述监管主要是让行业走向「合规」与「合法」，那「不许上市」、「不许投广告」这两则传言则将让在线教育行业迅速收缩。</p><p><b>最直接带来的就是资本停止投资，企业裁员求生。</b>当一波接一波的监管落地、行业前途面临着极大的不确定性之际，资本会立即停止投资，甚至撤资止损。同时又由于在线教育尚处于新兴阶段，市场尚在高速发展期，各家企业在过去几年都是亏损状态。</p><p>一旦融资和上市通道关闭，企业没有新的现金流，裁员是必然选择。“算一笔账的话，假设一个头部公司为暑假储备一万个辅导老师，人均工资 8000 的话带上五险一金之类的，这个公司一个月付出的人力成本就是一个多亿。<b>没有融资、监管收紧的前提下，没人敢这么花钱，不然就是整个公司一起垮掉。</b>”一位教育行业的投资人告诉36氪。</p><p>据36氪了解到，<b>在线教育行业的广告内容和渠道规模都在日渐缩紧</b>：今年2月，在线教育的品牌广告陆续从央视消失；日前分众等渠道也停止了教育行业的品牌投放。种种表现，与「三不传言」中的「不许打广告」吻合。</p><p>一位在线教育从业者告诉36氪：“外部渠道缩紧是一方面，目前还能投的渠道里的物料也非常谨慎。不让宣传老师了，名师这些词都不能用，方案全部大改，写新方案的时候还要互相提醒：你今天写的东西犯（广告）法了吗？GR、法务、PR轮流把物料审好几遍，就这样还是不太敢投，害怕被罚。”</p><p>由于在线教育公司没有线下门店，招生的主渠道为广告投放，<b>广告停投意味着核心拉新渠道消失，直接导致各家公司为暑期储备的老师需要大面积裁撤。</b></p><p>教育行业辅导老师的招培期为2-3个月，所以企业会提前储备老师，校招会更早进行，通常五月底就完成旺季的招聘目标。广告停投之后，收缩规模、裁撤储备的暑期老师首当其冲。</p><p>“虽然企业也会做一些运营动作，比如老带新啊裂变啊，但是都没这么快能把用户量做起来，从活下去的角度来看，肯定是先裁员节省成本，不然就是整个公司全部覆灭。<b>这个暑假过去，大公司能不能活不一定，但在线教育行业应该就没有小公司了，小公司熬不过去的</b>。”一位教育行业的投资人告诉36氪。</p><p>“如果裁员发生，重灾区会是应届生。”行业人士告诉36氪：“各家（在线教育公司）的辅导老师基地都设在武汉、西安、长沙这种高校密集的城市嘛，去年疫情爆发之后，应届生不太好找工作，所以各家每年都在大批量招应届生，所以裁（员）起来的话，应届生被收回的offer应该最多。”</p><p>「靴子」还未落地，一切尚待观察。只是从行业各家的动作来看，在线教育行业已经到了生死转折点，每一家都急需缩小规模、以换取更长的喘息时间、等待政策明朗的那一天。</p><p>一周前，据「Tech星球」报道：VIPKID多项业务收缩或关停，大规模业务调整涉及到的裁员比例高达50%。</p><p><b>那个时候，行业还在为VIPKID调头慢而叹惋。没有人预料到，原来这是在线教育行业裁员潮的「开幕式」</b>。</p>","source":"36k","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>生死转折？“在线教育史上最大裁员潮”即将爆发</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; 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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生死转折？“在线教育史上最大裁员潮”即将爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 12:55 北京时间 <a href=https://36kr.com/p/1242832911568137><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 ｜彭孝秋从知情人士处独家获悉，高途课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。脉脉截图在高途课堂...</p>\n\n<a href=\"https://36kr.com/p/1242832911568137\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"FHS":"第一高中教育","DAO":"有道","TAL":"好未来","09901":"新东方-S","01797":"东方甄选","YQ":"一起教育科技","EDU":"新东方","GOTU":"高途"},"source_url":"https://36kr.com/p/1242832911568137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116530512","content_text":"文 ｜彭孝秋从知情人士处独家获悉，高途课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。脉脉截图在高途课堂（即“跟谁学”）刚披露的一季报中，业绩经历了双杀，不仅净利润由同期的盈利1.48亿元变为亏损14亿元，付费课程学员数也出现不同程度下滑。所以当日盘前直接大跌12%，股价创下16.13美元的新低。要知道，去年其股价到过150美金。与此同时，36氪还独家了解到，字节跳动旗下的教育业务近几周频繁召开高层会，教育业务即将进行大范围架构调整。一位知情人士对36氪称，接下来就是裁员。虽然事出突然，但并非无迹可寻。近几个月教育行业监管趋严，日前曾流传出「教培机构不许上市」的言论。如果传言为真，教育业务则将成为未来拖累字节跳动上市的累赘。此外，据脉脉用户爆料：“作业帮裁员”，“网易有道要裁员了，果然k12公司都逃不过一劫”；同时36氪从一位行业人士处了解到：镇江学而思被通知暂停招聘动作，南京学而思对大四全职招聘已暂停，对外口径为“已招满”，目前只招聘暑期兼职。“按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。”一位在线教育公司的高管告诉36氪。这个在2020年风头无二的行业，直接从爆发期进入了生死转折点。本周一，一张「假期不许开课」、「培训机构不上市」、「不许打广告」的截图在业内流传。当天中概股集体下跌，一天内中概股教育头部企业总计蒸发近79亿美元，折合人民币509亿元。二级市场股价的萎靡不振也传递到一级市场，多位投资人对36氪重申了“暂时要规避这个行业，这次比较不一样”。另一位知名投资人更是直接放弃了已准备投资的教育项目，该项目营收过10亿。值得一提的是，也有某家教育公司，虽然此前经历过国内资本市场尝试，但最近也临时突然叫停了所有IPO宣发，只希望秘密递交招股书。“以前是有多大声恨不得全喊出来，现在是能多低调就多低调。”一位基金人士告诉36氪。之前传言虽然海淀区教委立即辟谣「暑期不许开课」消息不实，但「在线教育裁员潮」话题已经开始在脉脉上发酵。在这一轮监管风暴之下，没有企业能幸免。从今年年初开始，「广告合规问题」打响了在线教育行业强监管的第一枪，紧接着「双减趋紧」、「预收费问题」、「教师资质问题」等监察轮番来袭。如果说上述监管主要是让行业走向「合规」与「合法」，那「不许上市」、「不许投广告」这两则传言则将让在线教育行业迅速收缩。最直接带来的就是资本停止投资，企业裁员求生。当一波接一波的监管落地、行业前途面临着极大的不确定性之际，资本会立即停止投资，甚至撤资止损。同时又由于在线教育尚处于新兴阶段，市场尚在高速发展期，各家企业在过去几年都是亏损状态。一旦融资和上市通道关闭，企业没有新的现金流，裁员是必然选择。“算一笔账的话，假设一个头部公司为暑假储备一万个辅导老师，人均工资 8000 的话带上五险一金之类的，这个公司一个月付出的人力成本就是一个多亿。没有融资、监管收紧的前提下，没人敢这么花钱，不然就是整个公司一起垮掉。”一位教育行业的投资人告诉36氪。据36氪了解到，在线教育行业的广告内容和渠道规模都在日渐缩紧：今年2月，在线教育的品牌广告陆续从央视消失；日前分众等渠道也停止了教育行业的品牌投放。种种表现，与「三不传言」中的「不许打广告」吻合。一位在线教育从业者告诉36氪：“外部渠道缩紧是一方面，目前还能投的渠道里的物料也非常谨慎。不让宣传老师了，名师这些词都不能用，方案全部大改，写新方案的时候还要互相提醒：你今天写的东西犯（广告）法了吗？GR、法务、PR轮流把物料审好几遍，就这样还是不太敢投，害怕被罚。”由于在线教育公司没有线下门店，招生的主渠道为广告投放，广告停投意味着核心拉新渠道消失，直接导致各家公司为暑期储备的老师需要大面积裁撤。教育行业辅导老师的招培期为2-3个月，所以企业会提前储备老师，校招会更早进行，通常五月底就完成旺季的招聘目标。广告停投之后，收缩规模、裁撤储备的暑期老师首当其冲。“虽然企业也会做一些运营动作，比如老带新啊裂变啊，但是都没这么快能把用户量做起来，从活下去的角度来看，肯定是先裁员节省成本，不然就是整个公司全部覆灭。这个暑假过去，大公司能不能活不一定，但在线教育行业应该就没有小公司了，小公司熬不过去的。”一位教育行业的投资人告诉36氪。“如果裁员发生，重灾区会是应届生。”行业人士告诉36氪：“各家（在线教育公司）的辅导老师基地都设在武汉、西安、长沙这种高校密集的城市嘛，去年疫情爆发之后，应届生不太好找工作，所以各家每年都在大批量招应届生，所以裁（员）起来的话，应届生被收回的offer应该最多。”「靴子」还未落地，一切尚待观察。只是从行业各家的动作来看，在线教育行业已经到了生死转折点，每一家都急需缩小规模、以换取更长的喘息时间、等待政策明朗的那一天。一周前，据「Tech星球」报道：VIPKID多项业务收缩或关停，大规模业务调整涉及到的裁员比例高达50%。那个时候，行业还在为VIPKID调头慢而叹惋。没有人预料到，原来这是在线教育行业裁员潮的「开幕式」。","news_type":1,"symbols_score_info":{"01797":0.9,"09901":0.9,"DAO":0.9,"EDU":0.9,"FHS":0.9,"GOTU":0.9,"TAL":0.9,"YQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131786521,"gmtCreate":1621896840163,"gmtModify":1621896840163,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578612275669733","idStr":"3578612275669733"},"themes":[],"htmlText":"都看好，为什么还如此的一蹶不振？","listText":"都看好，为什么还如此的一蹶不振？","text":"都看好，为什么还如此的一蹶不振？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131786521","repostId":"2138159082","repostType":2,"repost":{"id":"2138159082","kind":"news","pubTimestamp":1621888345,"share":"https://ttm.financial/m/news/2138159082?lang=&edition=full","pubTime":"2021-05-25 04:32","market":"hk","language":"zh","title":"高盛也看好的比特币概念股 到底有什么特别？","url":"https://stock-news.laohu8.com/highlight/detail?id=2138159082","media":"金融界网站","summary":"高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。 高盛在报告中称，投资者过于关注价格的影响，而较少关注波动性的影响，高盛认为波动性是Coinbase股价近期更大的推动因素。 高盛给予Coinbase的目标价为每股306美元，较该股当前价格高约36%。","content":"<html><body><div><p> <a href=\"https://laohu8.com/S/GS\">高盛</a>表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 </p>\n<p> 分析师Will Nance周一对这家加密货币交易所评级为买入，并在给客户的一份报告中表示，Coinbase是投资者获得加密货币生态系统敞口的最佳方式。 </p>\n<p> Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。该股在首日交易中上涨至400美元以上，但上周五收于224美元附近。 </p>\n<p> 高盛在报告中称，尽管该行认为，目前Coinbase的核心业务具有诱人的增长前景，有可能推动该公司实现高水平的盈利，但高盛认为，从长期来看，该公司在推动实现更稳定和经常性的收入流，以补充核心交易业务的措施方面依然存在较大空白。 </p>\n<p> 在过去两周，加密货币市场又出现了一次大幅回调，比特币一度从历史纪录下跌了50%以上。不过，高盛表示，波动性并不是Coinbase的负面因素。 </p>\n<p> 高盛在报告中称，投资者过于关注价格的影响，而较少关注波动性的影响，高盛认为波动性是Coinbase股价近期更大的推动因素。 </p>\n<p> 高盛给予Coinbase的目标价为每股306美元，较该股当前价格高约36%。</p>\n<div>\n</div>\n</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>高盛也看好的比特币概念股 到底有什么特别？</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 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class=\"title\">\n高盛也看好的比特币概念股 到底有什么特别？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 04:32 北京时间 <a href=http://usstock.jrj.com.cn/2021/05/25043232813585.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 \n 分析师Will Nance周一对这家加密货币交易所评级为买入，并在给客户的一份报告中表示，Coinbase是投资者获得加密货币生态系统敞口的最佳方式。 \n Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。该股在首日交易中上涨至400美元以上，但上周五收于224...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/05/25043232813585.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"GS":"高盛","CAN":"嘉楠科技","EBON":"亿邦国际"},"source_url":"http://usstock.jrj.com.cn/2021/05/25043232813585.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138159082","content_text":"高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 \n 分析师Will Nance周一对这家加密货币交易所评级为买入，并在给客户的一份报告中表示，Coinbase是投资者获得加密货币生态系统敞口的最佳方式。 \n Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。该股在首日交易中上涨至400美元以上，但上周五收于224美元附近。 \n 高盛在报告中称，尽管该行认为，目前Coinbase的核心业务具有诱人的增长前景，有可能推动该公司实现高水平的盈利，但高盛认为，从长期来看，该公司在推动实现更稳定和经常性的收入流，以补充核心交易业务的措施方面依然存在较大空白。 \n 在过去两周，加密货币市场又出现了一次大幅回调，比特币一度从历史纪录下跌了50%以上。不过，高盛表示，波动性并不是Coinbase的负面因素。 \n 高盛在报告中称，投资者过于关注价格的影响，而较少关注波动性的影响，高盛认为波动性是Coinbase股价近期更大的推动因素。 \n 高盛给予Coinbase的目标价为每股306美元，较该股当前价格高约36%。","news_type":1,"symbols_score_info":{"CAN":1,"EBON":1,"BTCmain":1,"XBTmain":1,"GS":1}},"isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131788245,"gmtCreate":1621896739387,"gmtModify":1621896739387,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578612275669733","idStr":"3578612275669733"},"themes":[],"htmlText":"还能好吗？","listText":"还能好吗？","text":"还能好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131788245","repostId":"2138151769","repostType":2,"repost":{"id":"2138151769","kind":"highlight","pubTimestamp":1621894385,"share":"https://ttm.financial/m/news/2138151769?lang=&edition=full","pubTime":"2021-05-25 06:13","market":"hk","language":"zh","title":"达里奥“站台”比特币：在通胀情况下，宁愿持有比特币而非债券","url":"https://stock-news.laohu8.com/highlight/detail?id=2138151769","media":"金十数据","summary":"比特币又获得一位大佬为它“站台”。","content":"<html><body><p>桥水基金创始人达里奥在最近的一次采访中改变了对比特币的看法。他在5月6日接受CoinDesk采访时表示，<strong>更喜欢比特币而不是债券</strong>。</p><p>对即将到来的全球债务危机的担忧已使桥水基金创始人达里奥从怀疑比特币变为涉猎比特币。达里奥在采访中称：</p><blockquote><p>“在通货膨胀的情况下，就个人而言，我宁愿持有比特币而不是债券”。</p></blockquote><p>他还表示：<strong>“我持有一些比特币。”</strong> 不过，这位对冲基金大佬并未透露具体数字。</p><p>达里奥认为，目前持有美元的动机很低。美元不支付利息，美债的收益率也不高。最终，人们投资会选择“几乎任何其他东西”——股票、黄金、比特币、房地产，而非美元。</p><p>对于比特币的风险，达里奥表示，<strong>比特币面临的最大风险是它的成功</strong>，作为目前市场最高的加密货币，比特币吸引了很多狂热的投资者，而这很容易导致监管机构加强管控。</p><p>达里奥说，如果加密货币继续受到关注，投资者可能会投资它们，而不是政府债券，其结果将是政府失去对自己筹资能力的掌控。 </p><p>值得注意的是，达里奥曾经表达过对比特币的担忧。他曾警告称，如果加密货币对美债造成严重竞争威胁，美国政府可能会禁止比特币，就像上世纪30年代禁止黄金一样。</p><p>可见他如今的看法已经有所不同。今年1月，达里奥曾表态称会考虑加密货币作为新基金的投资，作为法定货币贬值时的对冲工具，但他也承认比特币“在高度未知的未来是一个长久期选择”，对其投资意味着要正视亏损80%的可能性。 </p><p>而<strong>对于债券，达里奥一直坚定唱空</strong>。今年3月，他甚至用愚蠢来形容如今投资债券的经济效益，因为在他看来，债券的回报率已经无法赶上目前的通胀水平。然而，在桥水基金管理的1510亿美元资产中，仍有很大一部分是美国国债和其他政府债券。</p><p>这段采访在当地时间周一举行的CoinDesk 2021共识大会上对外公布。</p><hr/><p><span>本文整合自</span><span>财联社</span></p></body></html>","source":"xnew_highlight","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>达里奥“站台”比特币：在通胀情况下，宁愿持有比特币而非债券</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达里奥“站台”比特币：在通胀情况下，宁愿持有比特币而非债券\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 06:13 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=74986&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>桥水基金创始人达里奥在最近的一次采访中改变了对比特币的看法。他在5月6日接受CoinDesk采访时表示，更喜欢比特币而不是债券。对即将到来的全球债务危机的担忧已使桥水基金创始人达里奥从怀疑比特币变为涉猎比特币。达里奥在采访中称：“在通货膨胀的情况下，就个人而言，我宁愿持有比特币而不是债券”。他还表示：“我持有一些比特币。” 不过，这位对冲基金大佬并未透露具体数字。达里奥认为，目前持有美元的动机很低...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=74986&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/0c773c19-18ca-4a66-ae13-09f31e45d821.jpg/lite","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=74986&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138151769","content_text":"桥水基金创始人达里奥在最近的一次采访中改变了对比特币的看法。他在5月6日接受CoinDesk采访时表示，更喜欢比特币而不是债券。对即将到来的全球债务危机的担忧已使桥水基金创始人达里奥从怀疑比特币变为涉猎比特币。达里奥在采访中称：“在通货膨胀的情况下，就个人而言，我宁愿持有比特币而不是债券”。他还表示：“我持有一些比特币。” 不过，这位对冲基金大佬并未透露具体数字。达里奥认为，目前持有美元的动机很低。美元不支付利息，美债的收益率也不高。最终，人们投资会选择“几乎任何其他东西”——股票、黄金、比特币、房地产，而非美元。对于比特币的风险，达里奥表示，比特币面临的最大风险是它的成功，作为目前市场最高的加密货币，比特币吸引了很多狂热的投资者，而这很容易导致监管机构加强管控。达里奥说，如果加密货币继续受到关注，投资者可能会投资它们，而不是政府债券，其结果将是政府失去对自己筹资能力的掌控。 值得注意的是，达里奥曾经表达过对比特币的担忧。他曾警告称，如果加密货币对美债造成严重竞争威胁，美国政府可能会禁止比特币，就像上世纪30年代禁止黄金一样。可见他如今的看法已经有所不同。今年1月，达里奥曾表态称会考虑加密货币作为新基金的投资，作为法定货币贬值时的对冲工具，但他也承认比特币“在高度未知的未来是一个长久期选择”，对其投资意味着要正视亏损80%的可能性。 而对于债券，达里奥一直坚定唱空。今年3月，他甚至用愚蠢来形容如今投资债券的经济效益，因为在他看来，债券的回报率已经无法赶上目前的通胀水平。然而，在桥水基金管理的1510亿美元资产中，仍有很大一部分是美国国债和其他政府债券。这段采访在当地时间周一举行的CoinDesk 2021共识大会上对外公布。本文整合自财联社","news_type":1,"symbols_score_info":{"CAN":1,"EBON":1,"BTCmain":1,"XBTmain":1}},"isVote":1,"tweetType":1,"viewCount":2390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377711874,"gmtCreate":1619565358098,"gmtModify":1619565358098,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578612275669733","idStr":"3578612275669733"},"themes":[],"htmlText":"打了不一定中，中了不一定涨，费用必须得出，完美","listText":"打了不一定中，中了不一定涨，费用必须得出，完美","text":"打了不一定中，中了不一定涨，费用必须得出，完美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377711874","repostId":"2130373700","repostType":2,"repost":{"id":"2130373700","kind":"news","pubTimestamp":1619562753,"share":"https://ttm.financial/m/news/2130373700?lang=&edition=full","pubTime":"2021-04-28 06:32","market":"hk","language":"zh","title":"兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2130373700","media":"格隆汇","summary":"根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。","content":"<html><body><p>格隆汇 4 月 28日丨<span><a href=\"https://laohu8.com/S/06622\">兆科眼科-B</a>(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；<a href=\"https://laohu8.com/S/GS\">高盛</a>及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。</span></p><p>根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售项下初步可供认购的股份总数的约5.3倍以上。根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。</p><p>按发售价每股股份16.80港元，以及根据与基石投资者订立的基石投资协议，基石投资者已认购2546.1万股发售股份，相当于公司紧随全球发售完成后已发行股份总数约4.76%及全球发售项下发售股份数目的约20.60%，在各情况下均假设超额配股权未获行使。</p><p>根据发售价每股股份16.80港元，公司自全球发售收取的所得款项净额估计约为19.416亿港元。公司拟将该等所得款项净额约32.0%用于核心产品的临床开发及商业化；约46.0%为集团的其他在研候选药物的持续研发活动及商业化提供资金；约7.0%为位于南沙的生产设施进行生产线扩张，以筹备未来年度的产品上市；约5.0%为集团的业务开发活动及在研药物的扩展提供资金；及10.0%用于营运资金及其他一般企业用途。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。</p></body></html>","source":"stock_gelonghui","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>兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股</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兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 06:32 北京时间 <a href=https://www.gelonghui.com/news/detail.html?id=517116><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇 4 月 28日丨兆科眼科-B(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；高盛及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=517116\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"06622":"兆科眼科-B"},"source_url":"https://www.gelonghui.com/news/detail.html?id=517116","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130373700","content_text":"格隆汇 4 月 28日丨兆科眼科-B(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；高盛及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售项下初步可供认购的股份总数的约5.3倍以上。根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。按发售价每股股份16.80港元，以及根据与基石投资者订立的基石投资协议，基石投资者已认购2546.1万股发售股份，相当于公司紧随全球发售完成后已发行股份总数约4.76%及全球发售项下发售股份数目的约20.60%，在各情况下均假设超额配股权未获行使。根据发售价每股股份16.80港元，公司自全球发售收取的所得款项净额估计约为19.416亿港元。公司拟将该等所得款项净额约32.0%用于核心产品的临床开发及商业化；约46.0%为集团的其他在研候选药物的持续研发活动及商业化提供资金；约7.0%为位于南沙的生产设施进行生产线扩张，以筹备未来年度的产品上市；约5.0%为集团的业务开发活动及在研药物的扩展提供资金；及10.0%用于营运资金及其他一般企业用途。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。","news_type":1,"symbols_score_info":{"06622":1}},"isVote":1,"tweetType":1,"viewCount":4585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377737016,"gmtCreate":1619565149235,"gmtModify":1619565149235,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578612275669733","idStr":"3578612275669733"},"themes":[],"htmlText":"干","listText":"干","text":"干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377737016","repostId":"1168264798","repostType":4,"repost":{"id":"1168264798","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":1619564746,"share":"https://ttm.financial/m/news/1168264798?lang=&edition=full","pubTime":"2021-04-28 07:05","market":"us","language":"zh","title":"谷歌财报大超预期，盘后股价大涨5%创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1168264798","media":"老虎资讯综合","summary":"谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元","content":"<p>谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。<img src=\"https://static.tigerbbs.com/1cf14e52744d9520c6eea9cf5fd08aa1\" tg-width=\"1484\" tg-height=\"974\" referrerpolicy=\"no-referrer\"><b>| 第一季度营收同比大涨34%，每股收益大涨82%创历史最高</b></p><p>财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。</p><p>一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。</p><p>第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。<img src=\"https://static.tigerbbs.com/04c18e5c94d3b6d4047c6f7b1f4540eb\" tg-width=\"1602\" tg-height=\"670\" referrerpolicy=\"no-referrer\">当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。</p><p>TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。</p><p><b>| 广告收入同比增超32%，谷歌云同比大涨46%</b></p><p>按照业务分类来看：</p><p>一季度，谷歌服务总收入到达511.78亿美元；</p><p>（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）</p><p>其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。</p><p>此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。</p><p>其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。<img src=\"https://static.tigerbbs.com/9ed7cd2419e150521d3b20d080a0ba44\" tg-width=\"1614\" tg-height=\"742\" referrerpolicy=\"no-referrer\">公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。</p><p>首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。</p><p>谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。<img src=\"https://static.tigerbbs.com/a394bcb5fb666d7c607c0f6a0a3fe404\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。</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>谷歌财报大超预期，盘后股价大涨5%创历史新高</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谷歌财报大超预期，盘后股价大涨5%创历史新高\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\">2021-04-28 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。<img src=\"https://static.tigerbbs.com/1cf14e52744d9520c6eea9cf5fd08aa1\" tg-width=\"1484\" tg-height=\"974\" referrerpolicy=\"no-referrer\"><b>| 第一季度营收同比大涨34%，每股收益大涨82%创历史最高</b></p><p>财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。</p><p>一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。</p><p>第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。<img src=\"https://static.tigerbbs.com/04c18e5c94d3b6d4047c6f7b1f4540eb\" tg-width=\"1602\" tg-height=\"670\" referrerpolicy=\"no-referrer\">当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。</p><p>TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。</p><p><b>| 广告收入同比增超32%，谷歌云同比大涨46%</b></p><p>按照业务分类来看：</p><p>一季度，谷歌服务总收入到达511.78亿美元；</p><p>（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）</p><p>其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。</p><p>此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。</p><p>其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。<img src=\"https://static.tigerbbs.com/9ed7cd2419e150521d3b20d080a0ba44\" tg-width=\"1614\" tg-height=\"742\" referrerpolicy=\"no-referrer\">公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。</p><p>首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。</p><p>谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。<img src=\"https://static.tigerbbs.com/a394bcb5fb666d7c607c0f6a0a3fe404\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69bda624dad1064625bad9c30f3beafa","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168264798","content_text":"谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。| 第一季度营收同比大涨34%，每股收益大涨82%创历史最高财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。| 广告收入同比增超32%，谷歌云同比大涨46%按照业务分类来看：一季度，谷歌服务总收入到达511.78亿美元；（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":3960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371531398,"gmtCreate":1618959787714,"gmtModify":1618959787714,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578612275669733","idStr":"3578612275669733"},"themes":[],"htmlText":"熊🐻来了？","listText":"熊🐻来了？","text":"熊🐻来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371531398","repostId":"2128664817","repostType":4,"repost":{"id":"2128664817","kind":"news","pubTimestamp":1618909823,"share":"https://ttm.financial/m/news/2128664817?lang=&edition=full","pubTime":"2021-04-20 17:10","market":"us","language":"zh","title":"美债利率为何回落？","url":"https://stock-news.laohu8.com/highlight/detail?id=2128664817","media":"雪涛宏观笔记 ","summary":"海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的","content":"<p>海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小</p><p>4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月15日最低跌至1.53%，创去年11月以来最大盘中跌幅。</p><p><b>对于美债利率的下行，我们并不感到意外。</b>第一，2月美债利率快速上行存在CTA趋势交易、MBS“凸性对冲”、SLR豁免到期迫使商业银行降低国债头寸等交易性因素的助推，<b>3月末这些短期交易性利空因素已经基本落定。</b>第二，美国财政部TGA账户余额从3月初的1.4万亿美元缩减至4月初的9550亿美元，向市场投放了大量流动性，<b>缓解了财政刺激下的美债供给压力率。</b>第三，4月日本进入新财年，日本投资者开始大量购买海外固定收益资产，<b>从之前卖出美债转为买入，拉低美债利率。</b></p><table><tbody><tr><td><p>图4：美国财政部TGA账户余额大幅下降（单位：亿美元）</p></td></tr><tr><td><p><img src=\"https://static.tigerbbs.com/24d6812facdb15e3bf1c15fb98a6eeff\" tg-width=\"925\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p></td></tr><tr><td><p>资料来源：WIND，天风证券研究所</p></td></tr></tbody></table><p>美债空头明显减弱，美债期货非商品空头持仓头寸从3月2日至4月13日下降了37%。美债10年-2年的期限价差与上期基本持平，处在53%分位的中性位置。我们预计受空头交易回补和配置资金上升的影响，美债利率短期回落至1.5%左右，<b>但不改中期继续上升的趋势。</b>随着复苏斜率明显走强，未来实际利率还有一定上升空间。通胀预期继续在高位震荡，未来上升的空间较小。<b>维持本轮名义利率高点在1.9%-2.1%左右的结论。</b></p><p><b>美股估值水平基本与前期持平，目前美股整体估值处于历史高位。</b>标普500和道琼斯的风险溢价继续处于过去十年的10%分位以下（分别低于中位数1.28和1.21个标准差），纳斯达克的风险溢价也处在21%分位的较低位置。美元的流动性溢价进一步下降至18%分位左右，流动性环境宽松。美债利率下跌，一定程度上释放了对成长板块的估值压力，价值股的比较优势逐渐走弱。</p>","source":"xthgbj","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>美债利率为何回落？</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美债利率为何回落？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 17:10 北京时间 <a href=https://wallstreetcn.com/articles/3628441><strong>雪涛宏观笔记 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3628441\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c685480ed37cb27252b8611b704480cc","relate_stocks":{"SHY":"债券指数ETF-iShares Barclays 1-3年国债","IEF":"债券指数ETF-iShares Barclays 7-10年","IEI":"iShares Barclays 3-7 Year Trea","TLT":"20+年以上美国国债ETF-iShares","GOVT":"iShares安硕核心美国国债ETF","BND":"债券指数ETF-Vanguard美国"},"source_url":"https://wallstreetcn.com/articles/3628441","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128664817","content_text":"海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月15日最低跌至1.53%，创去年11月以来最大盘中跌幅。对于美债利率的下行，我们并不感到意外。第一，2月美债利率快速上行存在CTA趋势交易、MBS“凸性对冲”、SLR豁免到期迫使商业银行降低国债头寸等交易性因素的助推，3月末这些短期交易性利空因素已经基本落定。第二，美国财政部TGA账户余额从3月初的1.4万亿美元缩减至4月初的9550亿美元，向市场投放了大量流动性，缓解了财政刺激下的美债供给压力率。第三，4月日本进入新财年，日本投资者开始大量购买海外固定收益资产，从之前卖出美债转为买入，拉低美债利率。图4：美国财政部TGA账户余额大幅下降（单位：亿美元）资料来源：WIND，天风证券研究所美债空头明显减弱，美债期货非商品空头持仓头寸从3月2日至4月13日下降了37%。美债10年-2年的期限价差与上期基本持平，处在53%分位的中性位置。我们预计受空头交易回补和配置资金上升的影响，美债利率短期回落至1.5%左右，但不改中期继续上升的趋势。随着复苏斜率明显走强，未来实际利率还有一定上升空间。通胀预期继续在高位震荡，未来上升的空间较小。维持本轮名义利率高点在1.9%-2.1%左右的结论。美股估值水平基本与前期持平，目前美股整体估值处于历史高位。标普500和道琼斯的风险溢价继续处于过去十年的10%分位以下（分别低于中位数1.28和1.21个标准差），纳斯达克的风险溢价也处在21%分位的较低位置。美元的流动性溢价进一步下降至18%分位左右，流动性环境宽松。美债利率下跌，一定程度上释放了对成长板块的估值压力，价值股的比较优势逐渐走弱。","news_type":1,"symbols_score_info":{"BND":0.9,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"GOVT":0.9,"IEF":0.9,"IEI":0.9,"SHY":0.9,"TLT":0.9}},"isVote":1,"tweetType":1,"viewCount":2857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345914354,"gmtCreate":1618272288378,"gmtModify":1618272288378,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578612275669733","idStr":"3578612275669733"},"themes":[],"htmlText":"挺住","listText":"挺住","text":"挺住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345914354","repostId":"2127098612","repostType":2,"repost":{"id":"2127098612","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618271665,"share":"https://ttm.financial/m/news/2127098612?lang=&edition=full","pubTime":"2021-04-13 07:54","market":"us","language":"en","title":"GameStop initiates search for new CEO - sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2127098612","media":"Reuters","summary":"GameStop Corp is looking for a new chief executive to replace George Sherman as it pivots from a bri","content":"<p>GameStop Corp is looking for a new chief executive to replace George Sherman as it pivots from a brick-and-mortar video game retailer to an e-commerce firm, three people familiar with the matter said on Monday.</p>\n<p>It would be the biggest shakeup at GameStop since Ryan Cohen, the co-founder and former chief executive of online pet food company Chewy Inc, joined its board in January and began laying the groundwork for a shift in culture and strategy, people familiar with his work at GameStop said.</p>\n<p>Its stock is up almost 4,000% from a year ago, after it became the poster child of day traders betting on so-called meme stocks.</p>\n<p>GameStop’s board is working with an executive headhunter on the CEO search, said the sources, who requested anonymity because the matter is confidential.</p>\n<p>Several GameStop board directors are involved in the search and have spoken with potential candidates from the gaming industry, as well as the e-commerce and technology sectors, the sources said.</p>\n<p>A GameStop spokesman declined to comment.</p>\n<p>GameStop shares ended trading on Monday down 11% at $141.04, giving the company a market value of about $10 billion. The stock hit a record high of $483 in late January.</p>\n<p>The CEO replacement is the latest in a string of changes pursued by Cohen since he joined GameStop’s board.</p>\n<p>Former Chief Financial Officer Jim Bell and Chief Customer Officer Frank Hamlin are among the senior executives who have left the company in recent weeks.</p>\n<p>Sherman, who has been CEO since April 2019, has been credited internally with slashing costs and steering GameStop through the COVID-19 pandemic that led many retailers to go out of business.</p>\n<p>But Sherman’s 25 years of experience have been largely with brick-and-mortar retailers, such as Advance Auto Parts Inc and Home Depot Inc, and his experience is seen as less relevant to the digital transformation, two of the sources said.</p>\n<p>Cohen, who last week was named GameStop’s board chairman, is seeking to make the company the online destination of choice for video game fans, just as Chewy won over pet lovers.</p>\n<p>He pushed for a number of hires at GameStop, including Elliott Wilke as chief growth officer, Jenna Owens as chief operating officer and Matt Francis as chief technology officer. All three previously worked at Amazon.com Inc.</p>\n<p>Cohen also brought on people from Chewy, including Andrea Wolfe as vice president of brand development, Neda Pacifico as senior vice president of e-commerce and Kelli Durkin as senior vice president of customer care.</p>\n<p>GameStop last week increased the value of new stock it may sell from $100 million to $1 billion, as it moves to capitalize on a surge in its shares from the retail trader-driven rally in January.</p>\n<p>That rally has fizzled in recent days. Many Wall Street analysts remain skeptical about the company’s ability to reinvent itself. Of seven analysts covering GameStop, five currently recommend selling the stock and only two rate it as “hold.”</p>\n<p>“We remain very concerned about the long term prospects for (GameStop’s) video game business, especially once hardware sales temper as the installed base matures,” Ascendiant analyst Edward Woo wrote in a note on Monday.</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>GameStop initiates search for new CEO - sources</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\">\nGameStop initiates search for new CEO - sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-13 07:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>GameStop Corp is looking for a new chief executive to replace George Sherman as it pivots from a brick-and-mortar video game retailer to an e-commerce firm, three people familiar with the matter said on Monday.</p>\n<p>It would be the biggest shakeup at GameStop since Ryan Cohen, the co-founder and former chief executive of online pet food company Chewy Inc, joined its board in January and began laying the groundwork for a shift in culture and strategy, people familiar with his work at GameStop said.</p>\n<p>Its stock is up almost 4,000% from a year ago, after it became the poster child of day traders betting on so-called meme stocks.</p>\n<p>GameStop’s board is working with an executive headhunter on the CEO search, said the sources, who requested anonymity because the matter is confidential.</p>\n<p>Several GameStop board directors are involved in the search and have spoken with potential candidates from the gaming industry, as well as the e-commerce and technology sectors, the sources said.</p>\n<p>A GameStop spokesman declined to comment.</p>\n<p>GameStop shares ended trading on Monday down 11% at $141.04, giving the company a market value of about $10 billion. The stock hit a record high of $483 in late January.</p>\n<p>The CEO replacement is the latest in a string of changes pursued by Cohen since he joined GameStop’s board.</p>\n<p>Former Chief Financial Officer Jim Bell and Chief Customer Officer Frank Hamlin are among the senior executives who have left the company in recent weeks.</p>\n<p>Sherman, who has been CEO since April 2019, has been credited internally with slashing costs and steering GameStop through the COVID-19 pandemic that led many retailers to go out of business.</p>\n<p>But Sherman’s 25 years of experience have been largely with brick-and-mortar retailers, such as Advance Auto Parts Inc and Home Depot Inc, and his experience is seen as less relevant to the digital transformation, two of the sources said.</p>\n<p>Cohen, who last week was named GameStop’s board chairman, is seeking to make the company the online destination of choice for video game fans, just as Chewy won over pet lovers.</p>\n<p>He pushed for a number of hires at GameStop, including Elliott Wilke as chief growth officer, Jenna Owens as chief operating officer and Matt Francis as chief technology officer. All three previously worked at Amazon.com Inc.</p>\n<p>Cohen also brought on people from Chewy, including Andrea Wolfe as vice president of brand development, Neda Pacifico as senior vice president of e-commerce and Kelli Durkin as senior vice president of customer care.</p>\n<p>GameStop last week increased the value of new stock it may sell from $100 million to $1 billion, as it moves to capitalize on a surge in its shares from the retail trader-driven rally in January.</p>\n<p>That rally has fizzled in recent days. Many Wall Street analysts remain skeptical about the company’s ability to reinvent itself. Of seven analysts covering GameStop, five currently recommend selling the stock and only two rate it as “hold.”</p>\n<p>“We remain very concerned about the long term prospects for (GameStop’s) video game business, especially once hardware sales temper as the installed base matures,” Ascendiant analyst Edward Woo wrote in a note on Monday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127098612","content_text":"GameStop Corp is looking for a new chief executive to replace George Sherman as it pivots from a brick-and-mortar video game retailer to an e-commerce firm, three people familiar with the matter said on Monday.\nIt would be the biggest shakeup at GameStop since Ryan Cohen, the co-founder and former chief executive of online pet food company Chewy Inc, joined its board in January and began laying the groundwork for a shift in culture and strategy, people familiar with his work at GameStop said.\nIts stock is up almost 4,000% from a year ago, after it became the poster child of day traders betting on so-called meme stocks.\nGameStop’s board is working with an executive headhunter on the CEO search, said the sources, who requested anonymity because the matter is confidential.\nSeveral GameStop board directors are involved in the search and have spoken with potential candidates from the gaming industry, as well as the e-commerce and technology sectors, the sources said.\nA GameStop spokesman declined to comment.\nGameStop shares ended trading on Monday down 11% at $141.04, giving the company a market value of about $10 billion. The stock hit a record high of $483 in late January.\nThe CEO replacement is the latest in a string of changes pursued by Cohen since he joined GameStop’s board.\nFormer Chief Financial Officer Jim Bell and Chief Customer Officer Frank Hamlin are among the senior executives who have left the company in recent weeks.\nSherman, who has been CEO since April 2019, has been credited internally with slashing costs and steering GameStop through the COVID-19 pandemic that led many retailers to go out of business.\nBut Sherman’s 25 years of experience have been largely with brick-and-mortar retailers, such as Advance Auto Parts Inc and Home Depot Inc, and his experience is seen as less relevant to the digital transformation, two of the sources said.\nCohen, who last week was named GameStop’s board chairman, is seeking to make the company the online destination of choice for video game fans, just as Chewy won over pet lovers.\nHe pushed for a number of hires at GameStop, including Elliott Wilke as chief growth officer, Jenna Owens as chief operating officer and Matt Francis as chief technology officer. All three previously worked at Amazon.com Inc.\nCohen also brought on people from Chewy, including Andrea Wolfe as vice president of brand development, Neda Pacifico as senior vice president of e-commerce and Kelli Durkin as senior vice president of customer care.\nGameStop last week increased the value of new stock it may sell from $100 million to $1 billion, as it moves to capitalize on a surge in its shares from the retail trader-driven rally in January.\nThat rally has fizzled in recent days. Many Wall Street analysts remain skeptical about the company’s ability to reinvent itself. Of seven analysts covering GameStop, five currently recommend selling the stock and only two rate it as “hold.”\n“We remain very concerned about the long term prospects for (GameStop’s) video game business, especially once hardware sales temper as the installed base matures,” Ascendiant analyst Edward Woo wrote in a note on Monday.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341246327,"gmtCreate":1617836872969,"gmtModify":1617836872969,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578612275669733","idStr":"3578612275669733"},"themes":[],"htmlText":"nice小白表示有哪些好的金融股啊？提前埋伏起来","listText":"nice小白表示有哪些好的金融股啊？提前埋伏起来","text":"nice小白表示有哪些好的金融股啊？提前埋伏起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341246327","repostId":"2125710329","repostType":4,"isVote":1,"tweetType":1,"viewCount":3041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}