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ashxx

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02-18

$BERKSHIRE HATHAWAY INC-CL B(BRK.B)$

2021-09-10

qq

小米造车：买买买、投投投，代工是不可能的！

2021-08-16

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苹果败诉将赔偿Optis公司3亿美元侵犯无线技术专利

2022-12-12

2022-09-22

aa

美国ETF连续四月获资金净流入！哪些ETF最受宠？

2021-06-04

ee

Wall Street analysts foresee a 40% drop in the average meme stock, led by an AMC wipeout

2023-03-01

1

@品玩:E-Bike大熱，一文讀懂這個千億賽道的“前世今生”

2021-06-12

qq

@骚Will搞美股:請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意] 在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：@Tony特別帥@愛發紅包的虎妞@小虎AV$正一科技(MOSY)$$第一電臺(UONE)$$Vinco Ventures, Inc.(BBIG)$$AMC院線(AMC)$$阿什福德酒店管理信託公司(AHT)$

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\n \n  請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意]&nbsp;在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/S/MOSY\">$正一科技(MOSY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/UONE\">$第一電臺(UONE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信託公司(AHT)$</a>\n \n","listText":"請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意]&nbsp;在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/S/MOSY\">$正一科技(MOSY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/UONE\">$第一電臺(UONE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信託公司(AHT)$</a>","text":"請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意] 在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：@Tony特別帥@愛發紅包的虎妞@小虎AV$正一科技(MOSY)$$第一電臺(UONE)$$Vinco Ventures, Inc.(BBIG)$$AMC院線(AMC)$$阿什福德酒店管理信託公司(AHT)$","images":[{"img":"https://static.tigerbbs.com/eeb9d58b48f153a3a3baaefb24bfc0e0","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117170923","isVote":1,"tweetType":2,"object":{"id":"ff073a470457480ab7274e7c870d52d8","tweetId":"117170923","videoUrl":"https://1254107296.vod2.myqcloud.com/6d712588vodtransuse1254107296/4c6fb0af5285890818857432061/v.f30.mp4","poster":"https://static.tigerbbs.com/eeb9d58b48f153a3a3baaefb24bfc0e0"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118455680,"gmtCreate":1622758114540,"gmtModify":1704190443471,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496615848908067","authorIdStr":"3496615848908067"},"themes":[],"htmlText":"ee","listText":"ee","text":"ee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118455680","repostId":"1150102285","repostType":4,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":275136886968456,"gmtCreate":1708219417671,"gmtModify":1708219420900,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$BERKSHIRE HATHAWAY INC-CL B(BRK.B)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$BERKSHIRE HATHAWAY INC-CL B(BRK.B)$ &nbsp;</a>","text":"$BERKSHIRE HATHAWAY INC-CL B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/08154aa3ec9598a38d66cdb8e8bbfc0e","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275136886968456","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881931568,"gmtCreate":1631284350854,"gmtModify":1676530520083,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"qq","listText":"qq","text":"qq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881931568","repostId":"1119280517","repostType":2,"repost":{"id":"1119280517","kind":"news","pubTimestamp":1631155299,"share":"https://ttm.financial/m/news/1119280517?lang=&edition=fundamental","pubTime":"2021-09-09 10:41","market":"hk","language":"zh","title":"小米造车：买买买、投投投，代工是不可能的！","url":"https://stock-news.laohu8.com/highlight/detail?id=1119280517","media":"车智","summary":"北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大","content":"<p>北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。</p>\n<p>目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的人员招聘工作。</p>\n<p>在2021年3月30日小米在港交所公告官宣造车后，小米在汽车领域的策略就是先喊出口号，包括10年投资100亿美元、首批投资100亿，账面现金超过1000亿等，借此来吸引人才和产业资源的关注，并且开始对外投资并购战略。</p>\n<p>小米造车，这是一场事先宣扬的行动，并借此持续吸引舆论关注、人才和产业资源关注、潜在车主（主要是米粉）的关注，雷军还打上了个人情感牌，宣称这是自己人生最后一个重大创业项目。</p>\n<p>对于小米来说，要尽快的将这些优势，转化成为量产车型，这就有了小米买自动驾驶团队的公告，有了买工厂的传闻，此前还在接触并购<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>的可能性，小米还特此公告进行解释。可见小米的一举一动都是备受关注的，并且是能够影响大局的。</p>\n<p>小米造车，也采用了买买买的策略，但是，是相对谨慎的买买买，也包括了的投资，这和恒大当年造车的买买买，在策略上，在资金体量上，都是有很大的区别。手握重金的小米，是造车路上最靓的仔。</p>\n<p><img src=\"https://static.tigerbbs.com/94387bc7de742069af4559745a4a19dd\" tg-width=\"1028\" tg-height=\"688\" referrerpolicy=\"no-referrer\"></p>\n<p><b>01、</b><b><b>小米造车的投资和并购</b></b></p>\n<p>在小米官宣造车后，小米战投和小米产投，疯狂的在市场上扫汽车产业链项目，并且要进行大规模的投资。</p>\n<p>在官宣造车后，小米投资了激光雷达公司禾赛科技，投资了自动驾驶初创公司纵目科技（可能看重的是该公司的角雷达，这是此前该公司拿到产业链投资的重要支撑）。</p>\n<p>此外，小米还在试图投资芯片初创公司<a href=\"https://laohu8.com/S/000716\">黑芝麻</a>，而在2020年12月，小米长江产投还投资了动力电池供应商中航锂电。小米还投资了智芯半导体、博泰车联网、睿米科技等<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车相关企业，有统计显示，小米投资了30多家汽车产业相关公司。</p>\n<p>同时，雷军也在带队与一众的车企洽谈，解决小米汽车的生产问题，洽谈的车企包括了长城、宝沃、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等，都曾经出现在小米的合作绯闻对象清单中。最新的消息是，北京现代第二工厂要出售，有数家车企在洽谈，其中包括了小米。</p>\n<p><img src=\"https://static.tigerbbs.com/aea820e30828856d883d7d5019e25bb6\" tg-width=\"1080\" tg-height=\"802\" referrerpolicy=\"no-referrer\"></p>\n<p>随着小米造车的深入，相信小米还会继续投资汽车产业链公司。其中，小米和宝沃洽谈得比较深入，但在7月份，有消息显示宝沃将会进入破产程序，不知道是为了卖身小米前减少债务，还是小米真的转向现代第二工厂，此前，理想接手了现代第一工厂。</p>\n<p>此外，代工的话，吉利和富士康合资可以代工汽车，但，和小米合作可能性不大了。因为吉利研究院院长胡峥楠加入顺为资本出任合伙人，此前盛传小米以10亿的代价挖胡负责造车。从现在的消息来看，胡峥楠应该就是小米汽车负责人，所谓的顺为资本合伙人不过是避免被吉利追杀，现在胡峥楠带来的团队在负责相关造车事宜。</p>\n<p>对于小米来说，代工的模式并不理智，制造还是智能网联电动汽车的核心竞争力 ，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>超级工厂，也为特斯拉提供了强有力的保证，更重要的是，能够有效的降低制造的成本，这是小米需要学习的。</p>\n<p>毕竟，当小米汽车要量产了，必然要面对特斯拉这个价格屠夫，以性价比起家的小米品牌，没有理由让米粉们多掏钱。</p>\n<p>买自动驾驶团队，买工厂，甚至买更多的公司，都是为了加速小米造车的进程，从资金使用效率上看，小米造车的买买买完全不同于恒大造车的买买买。</p>\n<p><b>02、</b><b><b>造车的资金使用效率</b></b></p>\n<p>恒大汽车因为恒大集团陷入现金流危机而陷入困境，现在恒大汽车在寻找资金注入，也曾经和小米有过初步接触，但小米并购恒大汽车的可能性不大。整合难度太大，代价可能也会很高昂。</p>\n<p>导致恒大汽车陷入今天困境的原因，就是资金使用效率太低。恒大在汽车领域投入了足够的资金，包括买国能汽车花了几十亿美元，投资贾跃亭的FF又是几十亿美元，还有各种买买买，许家印当时著名的买买买合合合圈圈圈思想指导下，恒大汽车花费了天量的资金，根据恒大的自我统计，2019-2021年累计投入为294亿元人民币，包括了恒大集团在2019年投入的147亿。</p>\n<p>恒大汽车本身融资了数次，融资了超过300亿港币。恒大汽车本身的资金，其实并不是出现困难，出现困难的原因就类似当年乐视网的操作。</p>\n<p>恒大汽车的前车之鉴，雷军肯定也是看在眼里。以恒大的操作，小米接盘恒大汽车，有可能就如同融创当年接盘乐视。当然了，孙宏斌当年也是有别的想法。</p>\n<p>雷军很难对恒大别的业务有想法，所以小米不大可能接盘恒大汽车。根据目前的消息来看，恒大汽车要整体从深圳回归南沙了，说明，接盘恒大汽车的资金还是来自广州的。</p>\n<p><img src=\"https://static.tigerbbs.com/06cbda9ec221d3fe431a28d9929137c6\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>从目前小米在汽车产业的投资和并购标的来看，小米的资金使用效率是比较高的。也就花了七千多万美元并购deepmotion，虽然不少钱，但是，主要是自动驾驶行业溢价太高，另外，投资的一些标的，甚至还有可能赚钱。</p>\n<p>另外，花钱买工厂也是必然的事情，顺带要把生产资质搞定。要搞定生产资质和量产工厂，小米要准备20-30亿的资金，就能够得到一座很好的工厂。小米还是要力争自建工厂，汽车代工的模式，现在还不成熟。更何况，制造能力也是车企的一个核心竞争力，好的产能，车企也不会对外释放。</p>\n<p>在研发上，小米要砸出重金，另外，在生态构建上，和此前小米投资的超过400家企业，构建的小米生态链，小米生态链+小米汽车，还是有可能产生很好的化学反应，为用户提供更好的生活、出行体验。</p>\n<p>这，或许就是外界，对小米造车有所期待的原因。恒大汽车，可以讲住和行的故事，小米汽车可以讲行和生活的故事。更期待哪个呢？</p>","source":"lsy1577238218840","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>小米造车：买买买、投投投，代工是不可能的！</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小米造车：买买买、投投投，代工是不可能的！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 10:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzAxMjE2OTMwMg==&mid=2538210644&idx=1&sn=78de095d3dc3c38451e76f3cd36c4782&chksm=890b5c6dbe7cd57bd26fea0246ea1eb369fb221f1566580a3347725ced48845eb157ea9fb26e&scene=27#wechat_redirect><strong>车智</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。\n目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzAxMjE2OTMwMg==&mid=2538210644&idx=1&sn=78de095d3dc3c38451e76f3cd36c4782&chksm=890b5c6dbe7cd57bd26fea0246ea1eb369fb221f1566580a3347725ced48845eb157ea9fb26e&scene=27#wechat_redirect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzAxMjE2OTMwMg==&mid=2538210644&idx=1&sn=78de095d3dc3c38451e76f3cd36c4782&chksm=890b5c6dbe7cd57bd26fea0246ea1eb369fb221f1566580a3347725ced48845eb157ea9fb26e&scene=27#wechat_redirect","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119280517","content_text":"北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。\n目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的人员招聘工作。\n在2021年3月30日小米在港交所公告官宣造车后，小米在汽车领域的策略就是先喊出口号，包括10年投资100亿美元、首批投资100亿，账面现金超过1000亿等，借此来吸引人才和产业资源的关注，并且开始对外投资并购战略。\n小米造车，这是一场事先宣扬的行动，并借此持续吸引舆论关注、人才和产业资源关注、潜在车主（主要是米粉）的关注，雷军还打上了个人情感牌，宣称这是自己人生最后一个重大创业项目。\n对于小米来说，要尽快的将这些优势，转化成为量产车型，这就有了小米买自动驾驶团队的公告，有了买工厂的传闻，此前还在接触并购恒大汽车的可能性，小米还特此公告进行解释。可见小米的一举一动都是备受关注的，并且是能够影响大局的。\n小米造车，也采用了买买买的策略，但是，是相对谨慎的买买买，也包括了的投资，这和恒大当年造车的买买买，在策略上，在资金体量上，都是有很大的区别。手握重金的小米，是造车路上最靓的仔。\n\n01、小米造车的投资和并购\n在小米官宣造车后，小米战投和小米产投，疯狂的在市场上扫汽车产业链项目，并且要进行大规模的投资。\n在官宣造车后，小米投资了激光雷达公司禾赛科技，投资了自动驾驶初创公司纵目科技（可能看重的是该公司的角雷达，这是此前该公司拿到产业链投资的重要支撑）。\n此外，小米还在试图投资芯片初创公司黑芝麻，而在2020年12月，小米长江产投还投资了动力电池供应商中航锂电。小米还投资了智芯半导体、博泰车联网、睿米科技等智能汽车相关企业，有统计显示，小米投资了30多家汽车产业相关公司。\n同时，雷军也在带队与一众的车企洽谈，解决小米汽车的生产问题，洽谈的车企包括了长城、宝沃、比亚迪等，都曾经出现在小米的合作绯闻对象清单中。最新的消息是，北京现代第二工厂要出售，有数家车企在洽谈，其中包括了小米。\n\n随着小米造车的深入，相信小米还会继续投资汽车产业链公司。其中，小米和宝沃洽谈得比较深入，但在7月份，有消息显示宝沃将会进入破产程序，不知道是为了卖身小米前减少债务，还是小米真的转向现代第二工厂，此前，理想接手了现代第一工厂。\n此外，代工的话，吉利和富士康合资可以代工汽车，但，和小米合作可能性不大了。因为吉利研究院院长胡峥楠加入顺为资本出任合伙人，此前盛传小米以10亿的代价挖胡负责造车。从现在的消息来看，胡峥楠应该就是小米汽车负责人，所谓的顺为资本合伙人不过是避免被吉利追杀，现在胡峥楠带来的团队在负责相关造车事宜。\n对于小米来说，代工的模式并不理智，制造还是智能网联电动汽车的核心竞争力 ，特斯拉超级工厂，也为特斯拉提供了强有力的保证，更重要的是，能够有效的降低制造的成本，这是小米需要学习的。\n毕竟，当小米汽车要量产了，必然要面对特斯拉这个价格屠夫，以性价比起家的小米品牌，没有理由让米粉们多掏钱。\n买自动驾驶团队，买工厂，甚至买更多的公司，都是为了加速小米造车的进程，从资金使用效率上看，小米造车的买买买完全不同于恒大造车的买买买。\n02、造车的资金使用效率\n恒大汽车因为恒大集团陷入现金流危机而陷入困境，现在恒大汽车在寻找资金注入，也曾经和小米有过初步接触，但小米并购恒大汽车的可能性不大。整合难度太大，代价可能也会很高昂。\n导致恒大汽车陷入今天困境的原因，就是资金使用效率太低。恒大在汽车领域投入了足够的资金，包括买国能汽车花了几十亿美元，投资贾跃亭的FF又是几十亿美元，还有各种买买买，许家印当时著名的买买买合合合圈圈圈思想指导下，恒大汽车花费了天量的资金，根据恒大的自我统计，2019-2021年累计投入为294亿元人民币，包括了恒大集团在2019年投入的147亿。\n恒大汽车本身融资了数次，融资了超过300亿港币。恒大汽车本身的资金，其实并不是出现困难，出现困难的原因就类似当年乐视网的操作。\n恒大汽车的前车之鉴，雷军肯定也是看在眼里。以恒大的操作，小米接盘恒大汽车，有可能就如同融创当年接盘乐视。当然了，孙宏斌当年也是有别的想法。\n雷军很难对恒大别的业务有想法，所以小米不大可能接盘恒大汽车。根据目前的消息来看，恒大汽车要整体从深圳回归南沙了，说明，接盘恒大汽车的资金还是来自广州的。\n\n从目前小米在汽车产业的投资和并购标的来看，小米的资金使用效率是比较高的。也就花了七千多万美元并购deepmotion，虽然不少钱，但是，主要是自动驾驶行业溢价太高，另外，投资的一些标的，甚至还有可能赚钱。\n另外，花钱买工厂也是必然的事情，顺带要把生产资质搞定。要搞定生产资质和量产工厂，小米要准备20-30亿的资金，就能够得到一座很好的工厂。小米还是要力争自建工厂，汽车代工的模式，现在还不成熟。更何况，制造能力也是车企的一个核心竞争力，好的产能，车企也不会对外释放。\n在研发上，小米要砸出重金，另外，在生态构建上，和此前小米投资的超过400家企业，构建的小米生态链，小米生态链+小米汽车，还是有可能产生很好的化学反应，为用户提供更好的生活、出行体验。\n这，或许就是外界，对小米造车有所期待的原因。恒大汽车，可以讲住和行的故事，小米汽车可以讲行和生活的故事。更期待哪个呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830871740,"gmtCreate":1629067294980,"gmtModify":1676529917477,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"ee","listText":"ee","text":"ee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830871740","repostId":"2159248423","repostType":2,"repost":{"id":"2159248423","kind":"news","pubTimestamp":1629062460,"share":"https://ttm.financial/m/news/2159248423?lang=&edition=fundamental","pubTime":"2021-08-16 05:21","market":"us","language":"zh","title":"苹果败诉 将赔偿Optis公司3亿美元 侵犯无线技术专利","url":"https://stock-news.laohu8.com/highlight/detail?id=2159248423","media":"0度朗姆","summary":"芯研所消息，美国当地时间上周五，得州法院陪审团裁定，苹果因侵犯无线技术专利，必须向Optis和几家相关公司赔偿3亿美元。芯研所采编据了解，Optis无线技术公司2020年对苹果提起专利诉讼，得州法院去年8月裁定，苹果侵犯了Optis五项专利技术，并要求苹果向Optis支付5.06...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0C/ChMkKmEZJEeIUSMEAAHqoJKg-sgAASz2gF6oTgAAeq4715.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>芯研所消息，美国当地时间上周五，得州法院陪审团裁定，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>因侵犯无线技术专利，必须向Optis和几家相关公司赔偿3亿美元。</p><p><strong><span></span><img height=\"480\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0C/ChMkKmEZJEeIUSMEAAHqoJKg-sgAASz2gF6oTgAAeq4715.jpg\" width=\"640\"/></strong><strong>芯研所采编</strong></p><p>据了解，Optis无线技术公司2020年对苹果提起专利诉讼，得州法院去年8月裁定，苹果侵犯了Optis五项专利技术，并要求苹果向Optis支付5.06亿美元专利使用费。今年4月，美国地方法官Rodney Gilstrap撤销了得州法院之前的判决，要求重新审理。不过法官仍然认定苹果侵犯了Optis的专利，只是赔偿金额需要通过复审重新确认。</p><p>Optis表示，这起诉讼涉及的技术对4G通信标准的实施至关重要，苹果旗下的手机、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表和平板电脑都使用了Optis的专利技术。</p><p>该公司在英国法院同样起诉了苹果，并且英国法院已经做出裁决，苹果侵犯了Optis的两项专利技术。如果苹果败诉，最高可能要向Optis支付50亿英镑的巨额赔偿金，最终判决结果将在2022年确定。</p><p>对此，苹果的律师曾在7月表示，这一金额在商业上无法接受，如果英国法院维持高额赔偿的判决，苹果可能会选择退出英国市场。</p><p>本文属于原创文章，如若转载，请注明来源：苹果败诉 将赔偿Optis公司3亿美元 侵犯无线技术专利https://diy.zol.com.cn/774/7746546.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签：</span>芯头条</div><div>\n<span itemprop=\"url\">https://diy.zol.com.cn/774/7746546.html</span>\n<span itemprop=\"indexUrl\">diy.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://diy.zol.com.cn/774/7746546.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">822</span>\n<span itemprop=\"description\">芯研所消息，美国当地时间上周五，得州法院陪审团裁定，苹果因侵犯无线技术专利，必须向Optis和几家相关公司赔偿3亿美元。芯研所采编据了解，Optis无线技术公司2020年对苹果提起专利诉讼，得州法院去年8月裁定，苹果侵犯了Optis五项专利技术，并要求苹果向Optis支付5.06...</span>\n</div></div>\n</div></body></html>","source":"zol_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>苹果败诉 将赔偿Optis公司3亿美元 侵犯无线技术专利</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苹果败诉 将赔偿Optis公司3亿美元 侵犯无线技术专利\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 05:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://diy.zol.com.cn/774/7746546.html><strong>0度朗姆</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯研所消息，美国当地时间上周五，得州法院陪审团裁定，苹果因侵犯无线技术专利，必须向Optis和几家相关公司赔偿3亿美元。芯研所采编据了解，Optis无线技术公司2020年对苹果提起专利诉讼，得州法院去年8月裁定，苹果侵犯了Optis五项专利技术，并要求苹果向Optis支付5.06亿美元专利使用费。今年4月，美国地方法官Rodney Gilstrap撤销了得州法院之前的判决，要求重新审理。不过法官...</p>\n\n<a href=\"http://diy.zol.com.cn/774/7746546.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3f245a6749319498ad321ea64dd0500","relate_stocks":{"AAPL":"苹果"},"source_url":"http://diy.zol.com.cn/774/7746546.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159248423","content_text":"芯研所消息，美国当地时间上周五，得州法院陪审团裁定，苹果因侵犯无线技术专利，必须向Optis和几家相关公司赔偿3亿美元。芯研所采编据了解，Optis无线技术公司2020年对苹果提起专利诉讼，得州法院去年8月裁定，苹果侵犯了Optis五项专利技术，并要求苹果向Optis支付5.06亿美元专利使用费。今年4月，美国地方法官Rodney Gilstrap撤销了得州法院之前的判决，要求重新审理。不过法官仍然认定苹果侵犯了Optis的专利，只是赔偿金额需要通过复审重新确认。Optis表示，这起诉讼涉及的技术对4G通信标准的实施至关重要，苹果旗下的手机、智能手表和平板电脑都使用了Optis的专利技术。该公司在英国法院同样起诉了苹果，并且英国法院已经做出裁决，苹果侵犯了Optis的两项专利技术。如果苹果败诉，最高可能要向Optis支付50亿英镑的巨额赔偿金，最终判决结果将在2022年确定。对此，苹果的律师曾在7月表示，这一金额在商业上无法接受，如果英国法院维持高额赔偿的判决，苹果可能会选择退出英国市场。本文属于原创文章，如若转载，请注明来源：苹果败诉 将赔偿Optis公司3亿美元 侵犯无线技术专利https://diy.zol.com.cn/774/7746546.html\n纠错与问题建议标签：芯头条\nhttps://diy.zol.com.cn/774/7746546.html\ndiy.zol.com.cn\ntrue\n中关村在线\nhttps://diy.zol.com.cn/774/7746546.html\nreport\n822\n芯研所消息，美国当地时间上周五，得州法院陪审团裁定，苹果因侵犯无线技术专利，必须向Optis和几家相关公司赔偿3亿美元。芯研所采编据了解，Optis无线技术公司2020年对苹果提起专利诉讼，得州法院去年8月裁定，苹果侵犯了Optis五项专利技术，并要求苹果向Optis支付5.06...","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629484853,"gmtCreate":1670799437173,"gmtModify":1676538433789,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/d23e9744e363c24f54c2f11f6b7ab479","width":"1080","height":"2633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629484853","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":661141427,"gmtCreate":1663800358471,"gmtModify":1676537336783,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"aa","listText":"aa","text":"aa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661141427","repostId":"2269150109","repostType":4,"repost":{"id":"2269150109","kind":"news","pubTimestamp":1663769746,"share":"https://ttm.financial/m/news/2269150109?lang=&edition=fundamental","pubTime":"2022-09-21 22:15","market":"us","language":"zh","title":"美国ETF连续四月获资金净流入！哪些ETF最受宠？","url":"https://stock-news.laohu8.com/highlight/detail?id=2269150109","media":"智通财经","summary":"智通财经APP获悉，8月份，在美国上市的ETF获得了431.8亿美元的净资本流入，根据咨询公司ETFGI生成的数据，这是该领域连续第四个月实现正流入。在8月431.8亿美元的资金流入中，35%来自以下5只ETF，这5只基金当月共积累了150.1亿美元。以下为8月资金流入排名前五的ETF，以及其8月资金流入情况和今年迄今的价格走势：第五：Vanguard MSCI大盘指数ETF，资金流入24.6亿美元，跌幅20.3%。第一：SPDR金融行业ETF，资金流入38.5亿美元，跌幅17.1%。","content":"<html><head></head><body><p>智通财经APP获悉，8月份，在美国上市的ETF获得了431.8亿美元的净资本流入，根据咨询公司ETFGI生成的数据，这是该领域连续第四个月实现正流入。</p><p>尽管标普500指数在8月下跌了3.9%，纳斯达克综合指数和道琼斯指数分别下跌了4.1%和3.4%，但ETF仍实现了新资本的净流入。</p><p>8月份的资金注入使2022年全年的净流入达到3862.1亿美元，这是有记录以来第二高的年初至今流入水平。</p><p>在8月431.8亿美元的资金流入中，35%来自以下5只ETF，这5只基金当月共积累了150.1亿美元。以下为8月资金流入排名前五的ETF，以及其8月资金流入情况和今年迄今的价格走势：</p><p>第五：Vanguard MSCI大盘指数ETF(VTI.US)，资金流入24.6亿美元，跌幅20.3%。</p><p>第四：领航短期公司债ETF(VCSH.US)，资金流入25.6亿美元，跌幅7.2%。</p><p>第三：债券指数ETF-Vanguard(BND.US)，资金流入25.8亿美元，跌幅13.6%。</p><p>第二：$Vanguard<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>(VOO)$(VOO.US)，资金流入36.2亿美元，跌幅19.3%。</p><p>第一：SPDR金融行业ETF(XLF.US)，资金流入38.5亿美元，跌幅17.1%。</p></body></html>","source":"stock_zhitongcaijing","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>美国ETF连续四月获资金净流入！哪些ETF最受宠？</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美国ETF连续四月获资金净流入！哪些ETF最受宠？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/795560.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，8月份，在美国上市的ETF获得了431.8亿美元的净资本流入，根据咨询公司ETFGI生成的数据，这是该领域连续第四个月实现正流入。尽管标普500指数在8月下跌了3.9%，纳斯达克综合指数和道琼斯指数分别下跌了4.1%和3.4%，但ETF仍实现了新资本的净流入。8月份的资金注入使2022年全年的净流入达到3862.1亿美元，这是有记录以来第二高的年初至今流入水平。在8月431.8...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/795560.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","VOO":"Vanguard标普500ETF","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100"},"source_url":"http://www.zhitongcaijing.com/content/detail/795560.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269150109","content_text":"智通财经APP获悉，8月份，在美国上市的ETF获得了431.8亿美元的净资本流入，根据咨询公司ETFGI生成的数据，这是该领域连续第四个月实现正流入。尽管标普500指数在8月下跌了3.9%，纳斯达克综合指数和道琼斯指数分别下跌了4.1%和3.4%，但ETF仍实现了新资本的净流入。8月份的资金注入使2022年全年的净流入达到3862.1亿美元，这是有记录以来第二高的年初至今流入水平。在8月431.8亿美元的资金流入中，35%来自以下5只ETF，这5只基金当月共积累了150.1亿美元。以下为8月资金流入排名前五的ETF，以及其8月资金流入情况和今年迄今的价格走势：第五：Vanguard MSCI大盘指数ETF(VTI.US)，资金流入24.6亿美元，跌幅20.3%。第四：领航短期公司债ETF(VCSH.US)，资金流入25.6亿美元，跌幅7.2%。第三：债券指数ETF-Vanguard(BND.US)，资金流入25.8亿美元，跌幅13.6%。第二：$Vanguard标普500ETF(VOO)$(VOO.US)，资金流入36.2亿美元，跌幅19.3%。第一：SPDR金融行业ETF(XLF.US)，资金流入38.5亿美元，跌幅17.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118455680,"gmtCreate":1622758114540,"gmtModify":1704190443471,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"ee","listText":"ee","text":"ee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118455680","repostId":"1150102285","repostType":4,"repost":{"id":"1150102285","kind":"news","pubTimestamp":1622730969,"share":"https://ttm.financial/m/news/1150102285?lang=&edition=fundamental","pubTime":"2021-06-03 22:36","market":"us","language":"en","title":"Wall Street analysts foresee a 40% drop in the average meme stock, led by an AMC wipeout","url":"https://stock-news.laohu8.com/highlight/detail?id=1150102285","media":"CNBC","summary":"Meme stocks are popping this week, but Wall Street analysts who study the fundamentals believe big d","content":"<div>\n<p>Meme stocks are popping this week, but Wall Street analysts who study the fundamentals believe big declines are looming.\nSpeculative trading from retail investors, many active on Reddit’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/03/wall-street-analysts-foresee-a-40percent-drop-in-the-average-meme-stock-led-by-an-amc-wipeout.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Wall Street analysts foresee a 40% drop in the average meme stock, led by an AMC wipeout</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\">\nWall Street analysts foresee a 40% drop in the average meme stock, led by an AMC wipeout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/03/wall-street-analysts-foresee-a-40percent-drop-in-the-average-meme-stock-led-by-an-amc-wipeout.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stocks are popping this week, but Wall Street analysts who study the fundamentals believe big declines are looming.\nSpeculative trading from retail investors, many active on Reddit’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/03/wall-street-analysts-foresee-a-40percent-drop-in-the-average-meme-stock-led-by-an-amc-wipeout.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","BB":"黑莓","SNDL":"SNDL Inc.","PLTR":"Palantir Technologies Inc.","BYND":"Beyond Meat, Inc.","EXPR":"Express, Inc.","GME":"游戏驿站","AMC":"AMC院线","TLRY":"Tilray Inc."},"source_url":"https://www.cnbc.com/2021/06/03/wall-street-analysts-foresee-a-40percent-drop-in-the-average-meme-stock-led-by-an-amc-wipeout.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150102285","content_text":"Meme stocks are popping this week, but Wall Street analysts who study the fundamentals believe big declines are looming.\nSpeculative trading from retail investors, many active on Reddit’s WallStreetBets forum, are taking these meme stocks to new heights. The stocks include AMC Entertainment,GameStop,BlackBerry and Bed Bath & Beyond.\nAMC shares closed at an all-time high of $62.55 on Wednesday, but the average 12-month target price of analysts is 91.8% lower, according to FactSet.\n“AMC has survived the pandemic but comes out the other end massively diluted and still over-levered,” Alan Gould of Loop Capital Markets said in a note Monday.\n“Fundamentally, the exclusive theatrical window has shortened, fewer movies are being released theatrically, industry-wide fewer theaters have closed than anticipated, and streaming has become more pervasive,” Gould said. “Eventually the valuation will reflect the fundamentals.”\nCNBC Pro looked at how much lower the Street predicts prices of nine meme stocks will drop in the next 12 months. Take a look:\nMEME STOCKS\n\n\n\nTICKER\nNAME\nMARKET VALUE (MILLION)\nDROP TO MEAN PRICE TARGET\nBUY RATING\nSHARES SOLD SHORT\n\n\n\n\nAMC\nAMC Entertainment Holdings, Inc. Class A\n31,323.8\n-91.8%\n0.0%\n21.1%\n\n\nBBBY\nBed Bath & Beyond Inc.\n4,712.1\n-40.2%\n10.0%\n31.8%\n\n\nBYND\nBeyond Meat, Inc.\n9,443.1\n-23.7%\n14.3%\n25.2%\n\n\nBB\nBlackBerry Limited\n8,567.3\n-35.3%\n11.1%\nN/A\n\n\nEXPR\nExpress, Inc.\n431.3\n-37.3%\n0.0%\n7.7%\n\n\nGME\nGameStop Corp. Class A\n19,974.6\n-82.9%\n0.0%\n21.0%\n\n\nPLTR\nPalantir Technologies Inc. Class A\n45,886.5\n-10.0%\n22.2%\n6.1%\n\n\nSNDL\nSundial Growers Inc.\n2,101.8\n-30.8%\n0.0%\n15.8%\n\n\nTLRY\nTilray, Inc.\n8,482.4\n-4.1%\n35.7%\n22.1%\n\n\n\nAnalysts believe AMC will lead the meme stock drop with a 91.8% wipeout in the next 12 months. The estimated declines are based on Wednesday closing prices.\nEven the company itself warned investors of the extreme risk associated with its stock. AMC said Thursday it plans to sell more than 11 million shares, sending the stock into a 30% nosedive in early trading.\n“We believe that the recent volatility and our current market prices reflect market and trading dynamics unrelated to our underlying business, or macro or industry fundamentals, and we do not know how long these dynamics will last,” AMC wrote in a Securities and Exchange Commission filing.\n“Under the circumstances, we caution you against investing in our Class A common stock, unless you are prepared to incur the risk of losing all or a substantial portion of your investment,” the company added.\nExpress, another meme stock gaining popularity on Reddit, also announced a share sale on Thursday. The company said it may offer and sell up to 15 million shares through an at-the-market equity offering program. The stock plunged 20% in early trading Thursday.\nWall Street analysts on average expect the price of Express shares to fall 37.3% within 12 months.\nShares of GameStop, which made headlines earlier this year in a short squeeze fueled by retail traders, are expected to plummet 82.9%.\nLooking at all nine meme stocks together, Wall Street predicts an average drop of roughly 40% for these shares.\n“My biggest concern is what’s going on with the individual investor though. They’ve got to be able to understand when they use leverage what that really means,” Joe Moglia, former chairman and CEO of TD Ameritrade, told CNBC’s “Squawk Box” on Thursday.\n“Leverage on the way up is a great thing,” Moglia said. “Leverage on the way down will rip your arms off.”\nWhat’s striking is the magnitude of the decline that’s predicted by these company analysts, considering this group is rarely accused of being too bearish. Analysts have faced criticism in the past of being too bullish on companies they cover, keeping buy ratings and high price targets to stay in good graces.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624478258,"gmtCreate":1677669146876,"gmtModify":1677669146876,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624478258","repostId":"624444477","repostType":1,"repost":{"id":624444477,"gmtCreate":1677666094000,"gmtModify":1677666423823,"author":{"id":"3585895914412071","authorId":"3585895914412071","name":"品玩","avatar":"https://static.tigerbbs.com/b172a08e9f14d6bb2f35c135c87f473e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585895914412071","idStr":"3585895914412071"},"themes":[],"title":"E-Bike大熱，一文讀懂這個千億賽道的“前世今生”","htmlText":"編者按：本文參考了品玩英文站文章 “Everything you ride is being electric, ready or not?”，作者 Zijing Fu。 無論是汽車、摩托車、自行車，電動化無疑是一衆駕駛工具發展的大勢所趨。 如今，電動車作爲一種短途代步工具，在大學生、上班族羣體中已經十分常見。其保有數量之多，不說人手一輛，但足以讓交警和城管水深火熱了。 賽格威：無人信服的預言 “電動車”對現在的消費者來說已經不是什麼新鮮玩意了，但很少有人知道這個概念其實已經存在了幾個世紀之久，世界上第一個電助力自行車專利在美國誕生還是1897年的事呢。 現在我們熟悉的充電式電動車，也早在二十多年前已經問世。歷史上首個電動自行車專利設計圖 賽格威（Segway）的第一架電動平衡車發售於2001年。當時，賽格威的發明人 Dean Kamen 對電動平衡車將會改變城市和交通抱有十足的信心。 他是對的，但是超前的盡頭是雞肋，品牌就像被詛咒了一樣倒黴。當時的市場想象不到如今電動出行工具的盛行，就像我們也很難想像二十年前，市場反應爲什麼如此糟糕。 儘管也不是沒有懂行的人士對產品抱有希望，企業家 Peter Shankmen 就是其中之一。他是紐約市首批產品的五位購買者之一，在2015年 The Wire 的一次採訪中，他評價說：“這項技術很棒，但是這個世界還沒做好接受的準備。” 產品在市場上堅挺 6 年，最終只售出了三萬輛，離最初定下的目標相差了不過99%，並且在2009年被《24/7 Wall St》刊登在《時代》雜誌上的一篇文章評爲 “過去十年間十大最失敗的科技產品”之一。 一件不被需要的產品當然是賣不出去的，但這還不是賽格威失敗的唯一原因：如果說記者拍到布什總統從賽格威上摔下來只是鬧了個笑話，那賽格威的老闆詹姆斯騎着平衡車時從懸崖上摔進河裏身亡，就總該是大事了吧？ 不過，現在世","listText":"編者按：本文參考了品玩英文站文章 “Everything you ride is being electric, ready or not?”，作者 Zijing Fu。 無論是汽車、摩托車、自行車，電動化無疑是一衆駕駛工具發展的大勢所趨。 如今，電動車作爲一種短途代步工具，在大學生、上班族羣體中已經十分常見。其保有數量之多，不說人手一輛，但足以讓交警和城管水深火熱了。 賽格威：無人信服的預言 “電動車”對現在的消費者來說已經不是什麼新鮮玩意了，但很少有人知道這個概念其實已經存在了幾個世紀之久，世界上第一個電助力自行車專利在美國誕生還是1897年的事呢。 現在我們熟悉的充電式電動車，也早在二十多年前已經問世。歷史上首個電動自行車專利設計圖 賽格威（Segway）的第一架電動平衡車發售於2001年。當時，賽格威的發明人 Dean Kamen 對電動平衡車將會改變城市和交通抱有十足的信心。 他是對的，但是超前的盡頭是雞肋，品牌就像被詛咒了一樣倒黴。當時的市場想象不到如今電動出行工具的盛行，就像我們也很難想像二十年前，市場反應爲什麼如此糟糕。 儘管也不是沒有懂行的人士對產品抱有希望，企業家 Peter Shankmen 就是其中之一。他是紐約市首批產品的五位購買者之一，在2015年 The Wire 的一次採訪中，他評價說：“這項技術很棒，但是這個世界還沒做好接受的準備。” 產品在市場上堅挺 6 年，最終只售出了三萬輛，離最初定下的目標相差了不過99%，並且在2009年被《24/7 Wall St》刊登在《時代》雜誌上的一篇文章評爲 “過去十年間十大最失敗的科技產品”之一。 一件不被需要的產品當然是賣不出去的，但這還不是賽格威失敗的唯一原因：如果說記者拍到布什總統從賽格威上摔下來只是鬧了個笑話，那賽格威的老闆詹姆斯騎着平衡車時從懸崖上摔進河裏身亡，就總該是大事了吧？ 不過，現在世","text":"編者按：本文參考了品玩英文站文章 “Everything you ride is being electric, ready or not?”，作者 Zijing Fu。 無論是汽車、摩托車、自行車，電動化無疑是一衆駕駛工具發展的大勢所趨。 如今，電動車作爲一種短途代步工具，在大學生、上班族羣體中已經十分常見。其保有數量之多，不說人手一輛，但足以讓交警和城管水深火熱了。 賽格威：無人信服的預言 “電動車”對現在的消費者來說已經不是什麼新鮮玩意了，但很少有人知道這個概念其實已經存在了幾個世紀之久，世界上第一個電助力自行車專利在美國誕生還是1897年的事呢。 現在我們熟悉的充電式電動車，也早在二十多年前已經問世。歷史上首個電動自行車專利設計圖 賽格威（Segway）的第一架電動平衡車發售於2001年。當時，賽格威的發明人 Dean Kamen 對電動平衡車將會改變城市和交通抱有十足的信心。 他是對的，但是超前的盡頭是雞肋，品牌就像被詛咒了一樣倒黴。當時的市場想象不到如今電動出行工具的盛行，就像我們也很難想像二十年前，市場反應爲什麼如此糟糕。 儘管也不是沒有懂行的人士對產品抱有希望，企業家 Peter Shankmen 就是其中之一。他是紐約市首批產品的五位購買者之一，在2015年 The Wire 的一次採訪中，他評價說：“這項技術很棒，但是這個世界還沒做好接受的準備。” 產品在市場上堅挺 6 年，最終只售出了三萬輛，離最初定下的目標相差了不過99%，並且在2009年被《24/7 Wall St》刊登在《時代》雜誌上的一篇文章評爲 “過去十年間十大最失敗的科技產品”之一。 一件不被需要的產品當然是賣不出去的，但這還不是賽格威失敗的唯一原因：如果說記者拍到布什總統從賽格威上摔下來只是鬧了個笑話，那賽格威的老闆詹姆斯騎着平衡車時從懸崖上摔進河裏身亡，就總該是大事了吧？ 不過，現在世","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624444477","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186907826,"gmtCreate":1623467906965,"gmtModify":1704204469959,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496615848908067","idStr":"3496615848908067"},"themes":[],"htmlText":"qq","listText":"qq","text":"qq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186907826","repostId":"117170923","repostType":1,"repost":{"id":117170923,"gmtCreate":1623126002262,"gmtModify":1704196612643,"author":{"id":"3571132313968115","authorId":"3571132313968115","name":"骚Will搞美股","avatar":"https://static.tigerbbs.com/aa0031f380f07557b6868ff9508494b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571132313968115","idStr":"3571132313968115"},"themes":[],"title":"預言家精準預測?繼續暴漲?","htmlText":"\n \n \n  請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意]&nbsp;在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/S/MOSY\">$正一科技(MOSY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/UONE\">$第一電臺(UONE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信託公司(AHT)$</a>\n \n","listText":"請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意]&nbsp;在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/S/MOSY\">$正一科技(MOSY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/UONE\">$第一電臺(UONE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信託公司(AHT)$</a>","text":"請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意] 在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：@Tony特別帥@愛發紅包的虎妞@小虎AV$正一科技(MOSY)$$第一電臺(UONE)$$Vinco Ventures, Inc.(BBIG)$$AMC院線(AMC)$$阿什福德酒店管理信託公司(AHT)$","images":[{"img":"https://static.tigerbbs.com/eeb9d58b48f153a3a3baaefb24bfc0e0","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117170923","isVote":1,"tweetType":2,"object":{"id":"ff073a470457480ab7274e7c870d52d8","tweetId":"117170923","videoUrl":"https://1254107296.vod2.myqcloud.com/6d712588vodtransuse1254107296/4c6fb0af5285890818857432061/v.f30.mp4","poster":"https://static.tigerbbs.com/eeb9d58b48f153a3a3baaefb24bfc0e0"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}