Tonyseng personal page - To The Moon

Tonyseng

Tonyseng

Profile：长期投资者的小白菜…

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195Followers

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2022-01-31

good game👍

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-06-19

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2021-05-15

$Vanguard S&P 500 ETF(VOO)$????

2021-05-14

omg??‍♂️

阿里盘中跌近5%，股价降至去年7月份以来最低

2021-05-12

666

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2021-05-09

$Realty Income Corp(O)$???

2021-05-06

????

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2021-05-02

$Realty Income Corp(O)$??

2021-04-29

$Realty Income Corp(O)$????

2021-04-28

$Realty Income Corp(O)$????

2021-04-24

??‍♂️??‍♂️

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2021-04-23

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2021-04-13

????

投行称特斯拉将征服万亿美元市场，大幅上调目标价

2021-04-11

???

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2021-04-04

$STAG Industrial(STAG)$??‍♂️??‍♂️??‍♂️

2021-04-02

$Realty Income Corp(O)$????

2021-04-01

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2021-03-30

???

腾讯游戏会遭遇降维打击吗？

2021-03-15

$Vanguard S&P 500 ETF(VOO)$???

2021-03-10

??????

特斯拉一扫颓势飙升20%，带领电动汽车板块全线走高

Go to Tiger App to see more news

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Big Rewards are as follow: Click to Join the 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href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>????","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>????","text":"$Vanguard S&P 500 ETF(VOO)$????","images":[{"img":"https://static.tigerbbs.com/30c5ac401beb271df4f8be2b542614d6","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196351528","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":198347874,"gmtCreate":1620940529298,"gmtModify":1704350710230,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"omg??‍♂️","listText":"omg??‍♂️","text":"omg??‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198347874","repostId":"1124198478","repostType":4,"repost":{"id":"1124198478","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":1620917329,"share":"https://www.laohu8.com/m/news/1124198478?lang=&edition=full","pubTime":"2021-05-13 22:48","market":"us","language":"zh","title":"阿里盘中跌近5%，股价降至去年7月份以来最低","url":"https://stock-news.laohu8.com/highlight/detail?id=1124198478","media":"老虎资讯综合","summary":"周四，阿里巴巴盘中跌近5%，股价低见209.50美元，较去年10月创下的峰值下跌了30％以上，目前股价为去年7月份以来最低。消息面上，阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损","content":"<p>周四，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中跌近5%，股价低见209.50美元，较去年10月创下的峰值下跌了30％以上，目前股价为去年7月份以来最低。</p><p><img src=\"https://static.tigerbbs.com/b300acd6dc2868d9f4b9814b67022715\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>消息面上，阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损76.63亿，为阿里上市以来的首次季度亏损。公司称亏损主要受反垄断调查的罚款影响。剔除该一次性影响，公司的经营利润为人民币105.65亿元，同比增长48%。</p><p><b>点击查看：</b><a href=\"https://laohu8.com/NW/1195138527\" target=\"_blank\"><b>阿里巴巴集团2021财年四季度及全年业绩报告</b></a></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\" 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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阿里盘中跌近5%，股价降至去年7月份以来最低\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\">2021-05-13 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中跌近5%，股价低见209.50美元，较去年10月创下的峰值下跌了30％以上，目前股价为去年7月份以来最低。</p><p><img src=\"https://static.tigerbbs.com/b300acd6dc2868d9f4b9814b67022715\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>消息面上，阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损76.63亿，为阿里上市以来的首次季度亏损。公司称亏损主要受反垄断调查的罚款影响。剔除该一次性影响，公司的经营利润为人民币105.65亿元，同比增长48%。</p><p><b>点击查看：</b><a href=\"https://laohu8.com/NW/1195138527\" target=\"_blank\"><b>阿里巴巴集团2021财年四季度及全年业绩报告</b></a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124198478","content_text":"周四，阿里巴巴盘中跌近5%，股价低见209.50美元，较去年10月创下的峰值下跌了30％以上，目前股价为去年7月份以来最低。消息面上，阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损76.63亿，为阿里上市以来的首次季度亏损。公司称亏损主要受反垄断调查的罚款影响。剔除该一次性影响，公司的经营利润为人民币105.65亿元，同比增长48%。点击查看：阿里巴巴集团2021财年四季度及全年业绩报告","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193700638,"gmtCreate":1620815650124,"gmtModify":1704348815700,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193700638","repostId":"1123721888","repostType":4,"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107703362,"gmtCreate":1620534780856,"gmtModify":1704344727141,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Corp(O)$????","images":[{"img":"https://static.tigerbbs.com/5afd21fae3a575cd0650c42c379027ec","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377456128","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372672978,"gmtCreate":1619215918394,"gmtModify":1704721304165,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??‍♂️??‍♂️","listText":"??‍♂️??‍♂️","text":"??‍♂️??‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372672978","repostId":"2129350241","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376739393,"gmtCreate":1619147419712,"gmtModify":1704720375106,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376739393","repostId":"1157007346","repostType":4,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345086501,"gmtCreate":1618265491803,"gmtModify":1704708229561,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345086501","repostId":"1140947470","repostType":4,"repost":{"id":"1140947470","pubTimestamp":1618241247,"share":"https://www.laohu8.com/m/news/1140947470?lang=&edition=full","pubTime":"2021-04-12 23:27","market":"us","language":"zh","title":"投行称特斯拉将征服万亿美元市场，大幅上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1140947470","media":"新浪财经","summary":"到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。","content":"<p>加拿大知名投行Canaccord Genuity表示，随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司加强对能源生产和储能业务的关注，这家以电动汽车闻名的公司必将“攻击并征服”另一个规模达万亿美元的市场。</p><p>分析师Jed Dorsheimer将特斯拉股票评级从持有上调至买入，并给予其华尔街最高目标价之一。他预测，到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。</p><p>Dorsheime在周一给客户的一份报告中说：“特斯拉正在迅速创建一个<a href=\"https://laohu8.com/S/AAPL\">苹果</a>式的能源产品生态系统。”他将其对特斯拉的目标价从419美元上调至1071美元，意味着他预计该股将上涨接近60%。在过去一年中，特斯拉股价已上涨近五倍。</p><p>这位分析师表示，特斯拉正在利用所有可用资源来满足电池需求，包括其弗里蒙特工厂的内部生产，&nbsp;与合作伙伴<a href=\"https://laohu8.com/S/PC\">松下</a>在内华达州生产，以及与LG化学签订供应协议。他说，随着供应紧张状况缓解，该公司将能够满足对其Powerwall家用储能设备的需求。该存储设备通常与太阳能装置配合使用。</p><p>Dorsheimer的价格目标对特斯拉股票和净债务的估值为他对2024年该公司盈利预测的63倍。他说，这是一组竞争对手的平均估值的三倍。</p><p>这位分析师写道：“虽然给出了高估值，但我们也相信特斯拉拥有数年的领先优势，并且现在正积极进军储能领域，因此我们认为我们给出的估值是合理的。”</p><p>Dorsheimer还不是最看好的特斯拉的分析师。Ark Invest Management上个月表示，该公司的Cathie Wood预计特斯拉股价到2025年将达到3，000美元。</p>","source":"XLCJ","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>投行称特斯拉将征服万亿美元市场，大幅上调目标价</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; 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*/\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投行称特斯拉将征服万亿美元市场，大幅上调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 23:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-04-12/doc-ikmxzfmk6437611.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>加拿大知名投行Canaccord Genuity表示，随着特斯拉公司加强对能源生产和储能业务的关注，这家以电动汽车闻名的公司必将“攻击并征服”另一个规模达万亿美元的市场。分析师Jed Dorsheimer将特斯拉股票评级从持有上调至买入，并给予其华尔街最高目标价之一。他预测，到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。Dorsheime在周一给客户的一份报告中说：“特斯拉正在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-04-12/doc-ikmxzfmk6437611.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/2ba18e4c173130d8ec828f5035d30189","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-04-12/doc-ikmxzfmk6437611.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140947470","content_text":"加拿大知名投行Canaccord Genuity表示，随着特斯拉公司加强对能源生产和储能业务的关注，这家以电动汽车闻名的公司必将“攻击并征服”另一个规模达万亿美元的市场。分析师Jed Dorsheimer将特斯拉股票评级从持有上调至买入，并给予其华尔街最高目标价之一。他预测，到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。Dorsheime在周一给客户的一份报告中说：“特斯拉正在迅速创建一个苹果式的能源产品生态系统。”他将其对特斯拉的目标价从419美元上调至1071美元，意味着他预计该股将上涨接近60%。在过去一年中，特斯拉股价已上涨近五倍。这位分析师表示，特斯拉正在利用所有可用资源来满足电池需求，包括其弗里蒙特工厂的内部生产， 与合作伙伴松下在内华达州生产，以及与LG化学签订供应协议。他说，随着供应紧张状况缓解，该公司将能够满足对其Powerwall家用储能设备的需求。该存储设备通常与太阳能装置配合使用。Dorsheimer的价格目标对特斯拉股票和净债务的估值为他对2024年该公司盈利预测的63倍。他说，这是一组竞争对手的平均估值的三倍。这位分析师写道：“虽然给出了高估值，但我们也相信特斯拉拥有数年的领先优势，并且现在正积极进军储能领域，因此我们认为我们给出的估值是合理的。”Dorsheimer还不是最看好的特斯拉的分析师。Ark Invest Management上个月表示，该公司的Cathie Wood预计特斯拉股价到2025年将达到3，000美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346738619,"gmtCreate":1618110941331,"gmtModify":1704706698473,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346738619","repostId":"2126006034","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340726931,"gmtCreate":1617496853723,"gmtModify":1704699963835,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/STAG\">$STAG Industrial(STAG)$</a>??‍♂️??‍♂️??‍♂️","listText":"<a href=\"https://laohu8.com/S/STAG\">$STAG Industrial(STAG)$</a>??‍♂️??‍♂️??‍♂️","text":"$STAG Industrial(STAG)$??‍♂️??‍♂️??‍♂️","images":[{"img":"https://static.tigerbbs.com/bdb49d4243d704c2497fb3125e36eb44","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340726931","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340980125,"gmtCreate":1617330085667,"gmtModify":1704698843303,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","listText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","text":"$Realty Income Corp(O)$????","images":[{"img":"https://static.tigerbbs.com/8eb6747c7bf57755a3aeca67faa3e7ce","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340980125","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357902197,"gmtCreate":1617227020319,"gmtModify":1704697443637,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357902197","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355801788,"gmtCreate":1617056131044,"gmtModify":1704801309572,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355801788","repostId":"1107509761","repostType":4,"repost":{"id":"1107509761","pubTimestamp":1617030085,"share":"https://www.laohu8.com/m/news/1107509761?lang=&edition=full","pubTime":"2021-03-29 23:01","market":"hk","language":"zh","title":"腾讯游戏会遭遇降维打击吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1107509761","media":"字母榜","summary":"腾讯游戏依旧是印钞机，但在过去的一年里，各路敌手和这个中国乃至世界游戏巨无霸的距离正在缩小。最新财报显示，游戏业务贡献了腾讯整个收入的32.4%，达到1561亿元，占据了中国游戏市场2020年收入27","content":"<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>游戏依旧是印钞机，但在过去的一年里，各路敌手和这个中国乃至世界游戏巨无霸的距离正在缩小。</p><p>最新财报显示，游戏业务贡献了腾讯整个收入的32.4%，达到1561亿元，占据了中国游戏市场2020年收入2786.87亿的一半还多（数据来源为中国音数协游戏工委（GPC）与中国游戏产业研究院发布的《2020年中国游戏产业报告》）。</p><p>去年年底，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和 Google 相继将年度游戏大奖发给上线刚两个月的二次元手机游戏《原神》。这是一款被游戏从业者认为评价为“打破了行业天花板”的产品，据SensorTower数据显示，2月米哈游《原神》移动端海外吸金超过1.17亿美元，自2020年9月上线以来，《原神》连续5个月蝉联出海收入榜冠军。<img src=\"https://static.tigerbbs.com/12349e7bd5273d48b006b966cc4c1f9e\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">根据腾讯内部数据，截至去年底，《原神》上线短短三个月的时间里，全球多平台收入超过了同一时间段内《王者荣耀》给腾讯带来的收入。</p><p>除了米哈游的《原神》在2020年给游戏行业带来震撼外，莉莉丝的《万国觉醒》《剑与远征》，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的《三国志战略版》，以及更早一些鹰角的《明日方舟》都取得了成功。</p><p><b>多款与腾讯无关的爆款游戏，正在打破腾讯游戏一家独大的局面——从2018年年底开始，收入Top30的游戏中，腾讯和<a href=\"https://laohu8.com/S/NTES\">网易</a>所占比例开始降低。</b></p><p>更加严峻的局面是，腾讯与网易在国内攻城略地时，游戏公司FunPlus与莉莉丝抢先一步踏入海外市场。借着这样的时机，莉莉丝与 FunPlus成功避开了腾讯与网易的打击，为自己公司的发展与游戏的壮大提供了突破口。如今，FunPlus与莉莉丝已经是国内继腾讯与网易之外最大的两家游戏发行商。</p><p>Gamer Boom联合创始人郑金条认为，目前崛起的新秀不至于威胁到腾讯游戏行业第一的地位，“市场容量足够大，可以同时支撑各种竞争力产品，腾讯在竞技端一枝独秀，在其他产品线都是矩阵产品，能给腾讯带来压力的只有网易的产品矩阵。</p><p>但这足以让腾讯产生焦虑。</p><p>强敌变盟友，是腾讯一贯的招式。五年前，腾讯宣布与盛大、巨人、畅游等端游时代重量级对手合作。<b>当时，腾讯几乎集齐了除网易外的所有头部游戏公司成为盟友，成为了当之无愧的武林盟主。</b></p><p>不过，招安这一招，却在后起之秀身上不管用了，这些新崛起的公司不仅拒绝了腾讯的投资，甚至大多数都从未与腾讯合作过，他们与腾讯保持了明显的界限。《晚点 LatePost》曾报道，2020年下半年，腾讯开始接触米哈游提出投资，并且表示出“不管米哈游开什么条件，只要能入股就可以”的意思，但米哈游始终没有松口。</p><p>“一旦接受投资，总要付出点什么。米哈游账上躺着几十亿现金，为什么要接受投资？头部的独立游戏公司都不缺钱，叠纸最近甚至传出要买楼。”一位游戏行业从业者对字母榜分析道。</p><p>麻烦并没有停止。字节跳动趁势兵临城下。3月22日，Mobile Legends: Bang Bang的母公司沐瞳科技与字节跳动旗下朝夕光年达成价值40亿美元的战略收购协议。这两家公司都正在和腾讯打官司。</p><p>辰海资本合作人陈悦天将这起收购案形容为“腾讯字节游戏业务大战的转折点”，经纬中国副总裁庄明浩则认为，这次收购案或许能成为第二个Muscial.ly，沐瞳将拓宽字节跳动在游戏业务的外延，将大DAU产品、电竞直播、短视频结合起来，这次收购对字节来说是“最强工作室已在阵中”。</p><p><b>A</b></p><p>春节期间，腾讯游戏的负责人马晓轶在Clubhouse注册了小号，在“上海游戏圈老板们密谋如何教大伟哥做人”（大伟哥指米哈游创始人刘伟）的聊天室中潜水听热闹。</p><p>这个聊天室由心动的黄一孟做主持人，嘉宾有心动的戴云杰，米哈游的蔡浩宇、刘伟，莉莉丝王信文、张昊，巨人的吴萌，沐瞳的袁菁，飞鱼的姚剑军，英雄互娱的吴旦，FunPlus的钟英武等游戏公司的老板。</p><p><b>在聊天中，他们尝试站在一个更高的维度，为抓住下一个新玩法爆点而做准备。</b></p><p><img src=\"https://static.tigerbbs.com/7c68e133cb5d8d1df7acfa226195fc4b\" tg-width=\"634\" tg-height=\"908\" referrerpolicy=\"no-referrer\">潜水旁听两个小时的马晓轶，最后被cue，发表了以“游戏工业化”为主题的总结陈词。他直言这次讨论的势头令人害怕。</p><p>在这次匆忙的发言后，马晓轶又在腾讯内部写了一个很长的帖子，展开讨论“工业化、高势能产品、玩法驱动、传统单机和Gaas的融合、Metaverse”。</p><p>无怪马晓轶用“令人害怕”来形容讨论的势头。长期关注内容行业的投资人吴昊在参与讨论后，明显感受到了游戏行业的“内卷”，“竞争异常激烈，大家都想做一款更好的产品”。他表示，腾讯游戏的隐忧在于，<b>当整个行业都认为腾讯已经掌控了足够多的公司与资源时，市场上逐渐出现打破游戏天花板的产品，而这些产品是腾讯做不出来的，并且这些公司完全不在腾讯的阵营中。</b></p><p>“当老板对外喊口号的时候，其实内部早就已经开始反思与布局。”腾讯游戏前员工罗洲告诉字母榜，在他2018年入职腾讯时，关于工业化的思路就已经提出了，“当时就已经开始打造工业化管线，要朝着3A游戏（高成本、高宣发、高质量的单机游戏）的方向发展，员工培训也是朝着这个方向。只不过效果不可能这么快显现。”</p><p>新产品研发需要时日，在2019年左右，腾讯手上相对重要的游戏几乎都已推出。“腾讯这两年最大的挑战就是CP难找，它已经两年没有像样的新产品了。虽然依然很赚钱，但是万一再有《原神》这样的产品，那对它绝对会产生特别大的冲击，所以腾讯从去年开始疯狂投资买产品。”游戏分析师喵羽提到，腾讯过去高峰时期一年可以发行超过 40 款的新游戏，如今只有一半左右。</p><p><b>与是否能赚钱相比，腾讯更担心的是遭遇降维打击。</b>“就像10年前大家都在玩《魔兽世界》，突然有一家公司做了《英雄联盟》，节奏快，体验爽，用户都去玩《英雄联盟》了，谁还玩《魔兽世界》呢，这种打击才是腾讯真正担心的。”罗洲对字母榜分析道。</p><p>这种降维打击，几年前腾讯经历过一次。</p><p>2013年5月，加入腾讯游戏3年的员工王信文选择离职，他和腾讯内部“北极光工作室”的两个同事共同创办莉莉丝科技，开始研发移动游戏，推出了第一款产品《刀塔传奇》。</p><p>横空出世的《刀塔传奇》，将霸榜5个月的腾讯拉下榜首，并在此后三四个月里，始终占据榜首位置，直到它后来陷入侵权指控，被苹果下架。</p><p>在腾讯游戏三年成绩平平的前员工，组建几十人的小团队，做出了月流水过2亿的产品，面对老东家上千人的团队，还能取得胜利，这是连网易等大公司都做不到的事情，莉莉丝的成功对腾讯造成很大震动。</p><p><b>独立游戏公司成为了游走在巨头之间的流动势力。</b>“相对于米哈游和莉莉丝来说，FunPlus更加注重资本运作一点，2018年FunPlus准备IPO的时候希望能拿到腾讯的投资，只要价格合适都可以谈，但后来价格没有谈拢。”一位FunPlus的前员工告诉字母榜，2019年字节跳动也曾找FunPlus合作，利用字节系的渠道优势与FunPlus的产品优势，双方成立一家在国内做游戏发行的合资公司。</p><p><b>当时由于字节系渠道思维太强，双方在分成上产生了分歧，合作最终不了了之。</b>“但这也证明了，只要条件合适，FunPlus并非不会站在腾讯游戏的对立面。”该前员工表示。</p><p>产品挑战之外，腾讯的发行优势也受到了挑战。</p><p>独立游戏公司的崛起，精品游戏的稀缺，以及游戏营销新渠道的分裂，让腾讯游戏的发行优势逐渐下降。<b>在游戏品质普遍不高的时代，游戏公司若要突出重围，很大程度得依靠腾讯强大的流量以及其高出行业水准的运营能力，而现在，腾讯不再是唯一的流量霸主。</b></p><p>随着抖音、B站等视频平台的崛起，国内流量渠道日渐分裂，拥有一方渠道不再是成功的绝对保证。《原神》不但做到全球收入第二，并且它完全绕开腾讯的游戏营销发行体系。米哈游将国内九成的营销费用花在B站与字节跳动的今日头条和抖音、西瓜，玩家甚至不能在腾讯的应用商店应用宝下载它。</p><p>罗洲提到，&nbsp;QQ和微信渠道的优势已经不再像之前那样具有摧枯拉朽的威力，“QQ和微信的渠道优势下降很快，甚至有打不过抖音的趋势，<b>字节跳动在游戏发行上已经明显威胁到了腾讯。”</b></p><p><b>B</b></p><p>外患之外，还有内忧。</p><p>“玩家眼中，腾讯游戏就是‘换皮’，端游改手游，走捷径。”上述游戏从业者告诉字母榜，这也是腾讯游戏在玩家中名声不好的原因之一。</p><p>腾讯在2014年第一季度起成为全球第一大游戏公司，第一的意义在于腾讯意识到了，做大游戏业务的关键是把不确定变成确定。此后，腾讯的一大策略是靠投资拿到全球顶级PC游戏成功作品的IP，快速做出玩家愿意掏钱的手机游戏，再依靠流量全面推广。</p><p>腾讯首席探索官网大为曾这么总结腾讯在游戏代理和发行的思路：“我直接告诉他们，和我们合作有多赚钱，而不是介绍 QQ 多么有前景。我们建立了一套模型，可以预测出游戏未来的市场规模和表现、代理模式是怎样的、合同应该怎么订，然后我们就不断地快速复制它。”</p><p><b>这种快速复制在一定程度上保证了腾讯游戏的成功率。</b>“游戏是腾讯的业务里高度追求确定性的。它所有的机制、组织都为这种确定性服务。”一位接近腾讯战略部人士在接受《晚点latepost》采访时说到。</p><p>据自媒体朱思码迹报道，腾讯有一套根据 20 多个维度进行评估的机制，时间是 2-3 个月对作品进行考核，然后通过这 2-3 个月的表现结合这套模型算出你的作品能给他们带来多少利润，如果算出的结果是这个作品没有另一个赚钱，那么这个游戏就要下掉然后停止运营。<img src=\"https://static.tigerbbs.com/5ca93fa5d505be3fcaec9db734df5153\" tg-width=\"1080\" tg-height=\"717\" referrerpolicy=\"no-referrer\"><b>ROI标准下导致腾讯游戏突破研发能力的缺位</b>。强结果导向使得人员都倾向于去更加稳定、看得见收益的项目，比如研发、代理一个有过成功先例的游戏，<b>“创新是一件高度不确定的事情，既有IP改编是温和又能快速见效的途径。”</b></p><p>罗洲以《天涯明月刀》举例，七麦数据显示，改自北极光工作室同名MMORPG端游的《天涯明月刀》去年10月16日上线后仅用了十几个小时，就登上IOS免费榜和畅销榜榜首。“从赚钱能力上来看，《天涯明月刀》丝毫不输《原神》，但是创新含金量、口碑、玩家的尊重是没法比的。”</p><p>“腾讯另一个严重的问题是中层压力很大，<b>它从上到下都很难给人一次失败的机会，</b>不少人因为这个原因而离开。”罗洲说到。</p><p>腾讯从2009年就开始实行的工作室制度在最大程度激发了团队潜力的同时，也让团队失去了冒险的决心。腾讯游戏目前有天美、光子、北极光、魔方四大工作室群，旗下共包含超过20个工作室，每个工作室200人左右。各工作室实行项目制，有更灵活的薪酬体系，几乎相当于一个中等体量的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>，不要求KPI，但整个机制更鼓励稳定的收益。</p><p>“每个项目组自负盈亏，这就很难有魄力去做一些创新的事情。是投入所有项目资金、几百人两三年的精力，去赌一款《原神》这样的产品，还是用市场上已经成熟的打法，复刻端游IP，优化玩法，再利用腾讯的流量推出去，老板会选择哪一个？”罗洲反问道。</p><p>这也是腾讯被外界诟病“没有梦想”和“只做换皮游戏”的原因之一。</p><p><b>C</b></p><p>8年前，马化腾在深圳保利剧院演讲中说，巨人倒下时，身体还是暖的，稍微没跟上形势，就可能会倒下。他对<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>的案例，记忆尤深。</p><p><b>游戏业务是腾讯的现金牛，不容有失，正因为如此，面对内部研发乏力和外部群狼环伺的双重风险，腾讯体认非常敏感。</b></p><p>“腾讯作为行业老大，对于焦虑的应对远比外界看到的来得早。”吴昊提到，这个应对方式，主要在于投资，进入2020年后，腾讯对游戏的投资比过去任何一个时刻都要迫切。</p><p>2020年年初，在腾讯召开的游戏策略会上，腾讯首席战略官詹姆斯·米切尔在复盘腾讯近年来游戏领域的投资时提到，统计显示回报率极佳，但他认为这不是好迹象，他将此归结为“看得不够多，投资太保守”。</p><p>这次反思之后，腾讯投资部、战略部、互动娱乐事业（IEG）群统统出动，整个2020年，腾讯投资了32家游戏厂商。</p><p>进入2021年后，腾讯游戏的动作开始变得密集、紧促，公开数据显示，在2021年的前两个月，腾讯共投资了18家游戏公司，其中包括海外精品游戏《饥荒》开发商Klei、《奇异人生》开发商Dontond等。</p><p>据自媒体游戏葡萄报道，今年腾讯的投资动作非常激进，对于有潜力的团队，甚至不要任何话语权，所有流程缩短，老板全都确认好，就等CP签字。《晚点LatePost》曾报道过一个类似的案例可以作证上述说法，一位接受腾讯投资的游戏公司管理层回忆，起初腾讯给他开出数千万元的价格，他只是犹豫了一下，对方旋即把价格开到了 1 亿元。“咱们赶紧签。”</p><p>除了激进的投资外，腾讯也开始了内部组织调整。根据2月8日的内部邮件，腾讯对IEG互动娱乐事业群的组织架构及相关人员进行调整，从涉及范围来看，此次动作是2014年下半年以来的又一次战略级架构调整。</p><p>除了成立专门的国内发行线，设立多个新的合作部，负责深度合作公司的产品发行运营等调整外，一个有趣的改变是，去年外界质疑“腾讯错过二次元”，在此次调整中，二次元也成为了重点攻略的对象，成立了专攻二次元的独立部门。</p><p>不过，对腾讯来说，<b>重要的不是与爆款游戏厂商深度捆绑，如何抓住下一个大品类的头部爆款，这才是稳住王座的核心。</b></p><p>“投资多少有点治标不治本的意思。代理总归跟自研有很大的区别，从产品质量和整个公司研发自主可控角度看，成为一家顶尖的游戏公司，必不可少的能力就是拥有顶尖的游戏研发能力。”罗洲表示，“五年内腾讯依然是市场的霸主，但能否一直守住这个位置，还得看腾讯的研发能力。”</p>","source":"ZMB","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>腾讯游戏会遭遇降维打击吗？</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腾讯游戏会遭遇降维打击吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 23:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/7qfluj2-m66Rfg3d5YJp_Q><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯游戏依旧是印钞机，但在过去的一年里，各路敌手和这个中国乃至世界游戏巨无霸的距离正在缩小。最新财报显示，游戏业务贡献了腾讯整个收入的32.4%，达到1561亿元，占据了中国游戏市场2020年收入2786.87亿的一半还多（数据来源为中国音数协游戏工委（GPC）与中国游戏产业研究院发布的《2020年中国游戏产业报告》）。去年年底，苹果和 Google 相继将年度游戏大奖发给上线刚两个月的二次元...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/7qfluj2-m66Rfg3d5YJp_Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d77b59d673a06abeecd2196f7b05f13","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"http://mp.weixin.qq.com/s/7qfluj2-m66Rfg3d5YJp_Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107509761","content_text":"腾讯游戏依旧是印钞机，但在过去的一年里，各路敌手和这个中国乃至世界游戏巨无霸的距离正在缩小。最新财报显示，游戏业务贡献了腾讯整个收入的32.4%，达到1561亿元，占据了中国游戏市场2020年收入2786.87亿的一半还多（数据来源为中国音数协游戏工委（GPC）与中国游戏产业研究院发布的《2020年中国游戏产业报告》）。去年年底，苹果和 Google 相继将年度游戏大奖发给上线刚两个月的二次元手机游戏《原神》。这是一款被游戏从业者认为评价为“打破了行业天花板”的产品，据SensorTower数据显示，2月米哈游《原神》移动端海外吸金超过1.17亿美元，自2020年9月上线以来，《原神》连续5个月蝉联出海收入榜冠军。根据腾讯内部数据，截至去年底，《原神》上线短短三个月的时间里，全球多平台收入超过了同一时间段内《王者荣耀》给腾讯带来的收入。除了米哈游的《原神》在2020年给游戏行业带来震撼外，莉莉丝的《万国觉醒》《剑与远征》，阿里巴巴的《三国志战略版》，以及更早一些鹰角的《明日方舟》都取得了成功。多款与腾讯无关的爆款游戏，正在打破腾讯游戏一家独大的局面——从2018年年底开始，收入Top30的游戏中，腾讯和网易所占比例开始降低。更加严峻的局面是，腾讯与网易在国内攻城略地时，游戏公司FunPlus与莉莉丝抢先一步踏入海外市场。借着这样的时机，莉莉丝与 FunPlus成功避开了腾讯与网易的打击，为自己公司的发展与游戏的壮大提供了突破口。如今，FunPlus与莉莉丝已经是国内继腾讯与网易之外最大的两家游戏发行商。Gamer Boom联合创始人郑金条认为，目前崛起的新秀不至于威胁到腾讯游戏行业第一的地位，“市场容量足够大，可以同时支撑各种竞争力产品，腾讯在竞技端一枝独秀，在其他产品线都是矩阵产品，能给腾讯带来压力的只有网易的产品矩阵。但这足以让腾讯产生焦虑。强敌变盟友，是腾讯一贯的招式。五年前，腾讯宣布与盛大、巨人、畅游等端游时代重量级对手合作。当时，腾讯几乎集齐了除网易外的所有头部游戏公司成为盟友，成为了当之无愧的武林盟主。不过，招安这一招，却在后起之秀身上不管用了，这些新崛起的公司不仅拒绝了腾讯的投资，甚至大多数都从未与腾讯合作过，他们与腾讯保持了明显的界限。《晚点 LatePost》曾报道，2020年下半年，腾讯开始接触米哈游提出投资，并且表示出“不管米哈游开什么条件，只要能入股就可以”的意思，但米哈游始终没有松口。“一旦接受投资，总要付出点什么。米哈游账上躺着几十亿现金，为什么要接受投资？头部的独立游戏公司都不缺钱，叠纸最近甚至传出要买楼。”一位游戏行业从业者对字母榜分析道。麻烦并没有停止。字节跳动趁势兵临城下。3月22日，Mobile Legends: Bang Bang的母公司沐瞳科技与字节跳动旗下朝夕光年达成价值40亿美元的战略收购协议。这两家公司都正在和腾讯打官司。辰海资本合作人陈悦天将这起收购案形容为“腾讯字节游戏业务大战的转折点”，经纬中国副总裁庄明浩则认为，这次收购案或许能成为第二个Muscial.ly，沐瞳将拓宽字节跳动在游戏业务的外延，将大DAU产品、电竞直播、短视频结合起来，这次收购对字节来说是“最强工作室已在阵中”。A春节期间，腾讯游戏的负责人马晓轶在Clubhouse注册了小号，在“上海游戏圈老板们密谋如何教大伟哥做人”（大伟哥指米哈游创始人刘伟）的聊天室中潜水听热闹。这个聊天室由心动的黄一孟做主持人，嘉宾有心动的戴云杰，米哈游的蔡浩宇、刘伟，莉莉丝王信文、张昊，巨人的吴萌，沐瞳的袁菁，飞鱼的姚剑军，英雄互娱的吴旦，FunPlus的钟英武等游戏公司的老板。在聊天中，他们尝试站在一个更高的维度，为抓住下一个新玩法爆点而做准备。潜水旁听两个小时的马晓轶，最后被cue，发表了以“游戏工业化”为主题的总结陈词。他直言这次讨论的势头令人害怕。在这次匆忙的发言后，马晓轶又在腾讯内部写了一个很长的帖子，展开讨论“工业化、高势能产品、玩法驱动、传统单机和Gaas的融合、Metaverse”。无怪马晓轶用“令人害怕”来形容讨论的势头。长期关注内容行业的投资人吴昊在参与讨论后，明显感受到了游戏行业的“内卷”，“竞争异常激烈，大家都想做一款更好的产品”。他表示，腾讯游戏的隐忧在于，当整个行业都认为腾讯已经掌控了足够多的公司与资源时，市场上逐渐出现打破游戏天花板的产品，而这些产品是腾讯做不出来的，并且这些公司完全不在腾讯的阵营中。“当老板对外喊口号的时候，其实内部早就已经开始反思与布局。”腾讯游戏前员工罗洲告诉字母榜，在他2018年入职腾讯时，关于工业化的思路就已经提出了，“当时就已经开始打造工业化管线，要朝着3A游戏（高成本、高宣发、高质量的单机游戏）的方向发展，员工培训也是朝着这个方向。只不过效果不可能这么快显现。”新产品研发需要时日，在2019年左右，腾讯手上相对重要的游戏几乎都已推出。“腾讯这两年最大的挑战就是CP难找，它已经两年没有像样的新产品了。虽然依然很赚钱，但是万一再有《原神》这样的产品，那对它绝对会产生特别大的冲击，所以腾讯从去年开始疯狂投资买产品。”游戏分析师喵羽提到，腾讯过去高峰时期一年可以发行超过 40 款的新游戏，如今只有一半左右。与是否能赚钱相比，腾讯更担心的是遭遇降维打击。“就像10年前大家都在玩《魔兽世界》，突然有一家公司做了《英雄联盟》，节奏快，体验爽，用户都去玩《英雄联盟》了，谁还玩《魔兽世界》呢，这种打击才是腾讯真正担心的。”罗洲对字母榜分析道。这种降维打击，几年前腾讯经历过一次。2013年5月，加入腾讯游戏3年的员工王信文选择离职，他和腾讯内部“北极光工作室”的两个同事共同创办莉莉丝科技，开始研发移动游戏，推出了第一款产品《刀塔传奇》。横空出世的《刀塔传奇》，将霸榜5个月的腾讯拉下榜首，并在此后三四个月里，始终占据榜首位置，直到它后来陷入侵权指控，被苹果下架。在腾讯游戏三年成绩平平的前员工，组建几十人的小团队，做出了月流水过2亿的产品，面对老东家上千人的团队，还能取得胜利，这是连网易等大公司都做不到的事情，莉莉丝的成功对腾讯造成很大震动。独立游戏公司成为了游走在巨头之间的流动势力。“相对于米哈游和莉莉丝来说，FunPlus更加注重资本运作一点，2018年FunPlus准备IPO的时候希望能拿到腾讯的投资，只要价格合适都可以谈，但后来价格没有谈拢。”一位FunPlus的前员工告诉字母榜，2019年字节跳动也曾找FunPlus合作，利用字节系的渠道优势与FunPlus的产品优势，双方成立一家在国内做游戏发行的合资公司。当时由于字节系渠道思维太强，双方在分成上产生了分歧，合作最终不了了之。“但这也证明了，只要条件合适，FunPlus并非不会站在腾讯游戏的对立面。”该前员工表示。产品挑战之外，腾讯的发行优势也受到了挑战。独立游戏公司的崛起，精品游戏的稀缺，以及游戏营销新渠道的分裂，让腾讯游戏的发行优势逐渐下降。在游戏品质普遍不高的时代，游戏公司若要突出重围，很大程度得依靠腾讯强大的流量以及其高出行业水准的运营能力，而现在，腾讯不再是唯一的流量霸主。随着抖音、B站等视频平台的崛起，国内流量渠道日渐分裂，拥有一方渠道不再是成功的绝对保证。《原神》不但做到全球收入第二，并且它完全绕开腾讯的游戏营销发行体系。米哈游将国内九成的营销费用花在B站与字节跳动的今日头条和抖音、西瓜，玩家甚至不能在腾讯的应用商店应用宝下载它。罗洲提到， QQ和微信渠道的优势已经不再像之前那样具有摧枯拉朽的威力，“QQ和微信的渠道优势下降很快，甚至有打不过抖音的趋势，字节跳动在游戏发行上已经明显威胁到了腾讯。”B外患之外，还有内忧。“玩家眼中，腾讯游戏就是‘换皮’，端游改手游，走捷径。”上述游戏从业者告诉字母榜，这也是腾讯游戏在玩家中名声不好的原因之一。腾讯在2014年第一季度起成为全球第一大游戏公司，第一的意义在于腾讯意识到了，做大游戏业务的关键是把不确定变成确定。此后，腾讯的一大策略是靠投资拿到全球顶级PC游戏成功作品的IP，快速做出玩家愿意掏钱的手机游戏，再依靠流量全面推广。腾讯首席探索官网大为曾这么总结腾讯在游戏代理和发行的思路：“我直接告诉他们，和我们合作有多赚钱，而不是介绍 QQ 多么有前景。我们建立了一套模型，可以预测出游戏未来的市场规模和表现、代理模式是怎样的、合同应该怎么订，然后我们就不断地快速复制它。”这种快速复制在一定程度上保证了腾讯游戏的成功率。“游戏是腾讯的业务里高度追求确定性的。它所有的机制、组织都为这种确定性服务。”一位接近腾讯战略部人士在接受《晚点latepost》采访时说到。据自媒体朱思码迹报道，腾讯有一套根据 20 多个维度进行评估的机制，时间是 2-3 个月对作品进行考核，然后通过这 2-3 个月的表现结合这套模型算出你的作品能给他们带来多少利润，如果算出的结果是这个作品没有另一个赚钱，那么这个游戏就要下掉然后停止运营。ROI标准下导致腾讯游戏突破研发能力的缺位。强结果导向使得人员都倾向于去更加稳定、看得见收益的项目，比如研发、代理一个有过成功先例的游戏，“创新是一件高度不确定的事情，既有IP改编是温和又能快速见效的途径。”罗洲以《天涯明月刀》举例，七麦数据显示，改自北极光工作室同名MMORPG端游的《天涯明月刀》去年10月16日上线后仅用了十几个小时，就登上IOS免费榜和畅销榜榜首。“从赚钱能力上来看，《天涯明月刀》丝毫不输《原神》，但是创新含金量、口碑、玩家的尊重是没法比的。”“腾讯另一个严重的问题是中层压力很大，它从上到下都很难给人一次失败的机会，不少人因为这个原因而离开。”罗洲说到。腾讯从2009年就开始实行的工作室制度在最大程度激发了团队潜力的同时，也让团队失去了冒险的决心。腾讯游戏目前有天美、光子、北极光、魔方四大工作室群，旗下共包含超过20个工作室，每个工作室200人左右。各工作室实行项目制，有更灵活的薪酬体系，几乎相当于一个中等体量的创业公司，不要求KPI，但整个机制更鼓励稳定的收益。“每个项目组自负盈亏，这就很难有魄力去做一些创新的事情。是投入所有项目资金、几百人两三年的精力，去赌一款《原神》这样的产品，还是用市场上已经成熟的打法，复刻端游IP，优化玩法，再利用腾讯的流量推出去，老板会选择哪一个？”罗洲反问道。这也是腾讯被外界诟病“没有梦想”和“只做换皮游戏”的原因之一。C8年前，马化腾在深圳保利剧院演讲中说，巨人倒下时，身体还是暖的，稍微没跟上形势，就可能会倒下。他对诺基亚的案例，记忆尤深。游戏业务是腾讯的现金牛，不容有失，正因为如此，面对内部研发乏力和外部群狼环伺的双重风险，腾讯体认非常敏感。“腾讯作为行业老大，对于焦虑的应对远比外界看到的来得早。”吴昊提到，这个应对方式，主要在于投资，进入2020年后，腾讯对游戏的投资比过去任何一个时刻都要迫切。2020年年初，在腾讯召开的游戏策略会上，腾讯首席战略官詹姆斯·米切尔在复盘腾讯近年来游戏领域的投资时提到，统计显示回报率极佳，但他认为这不是好迹象，他将此归结为“看得不够多，投资太保守”。这次反思之后，腾讯投资部、战略部、互动娱乐事业（IEG）群统统出动，整个2020年，腾讯投资了32家游戏厂商。进入2021年后，腾讯游戏的动作开始变得密集、紧促，公开数据显示，在2021年的前两个月，腾讯共投资了18家游戏公司，其中包括海外精品游戏《饥荒》开发商Klei、《奇异人生》开发商Dontond等。据自媒体游戏葡萄报道，今年腾讯的投资动作非常激进，对于有潜力的团队，甚至不要任何话语权，所有流程缩短，老板全都确认好，就等CP签字。《晚点LatePost》曾报道过一个类似的案例可以作证上述说法，一位接受腾讯投资的游戏公司管理层回忆，起初腾讯给他开出数千万元的价格，他只是犹豫了一下，对方旋即把价格开到了 1 亿元。“咱们赶紧签。”除了激进的投资外，腾讯也开始了内部组织调整。根据2月8日的内部邮件，腾讯对IEG互动娱乐事业群的组织架构及相关人员进行调整，从涉及范围来看，此次动作是2014年下半年以来的又一次战略级架构调整。除了成立专门的国内发行线，设立多个新的合作部，负责深度合作公司的产品发行运营等调整外，一个有趣的改变是，去年外界质疑“腾讯错过二次元”，在此次调整中，二次元也成为了重点攻略的对象，成立了专攻二次元的独立部门。不过，对腾讯来说，重要的不是与爆款游戏厂商深度捆绑，如何抓住下一个大品类的头部爆款，这才是稳住王座的核心。“投资多少有点治标不治本的意思。代理总归跟自研有很大的区别，从产品质量和整个公司研发自主可控角度看，成为一家顶尖的游戏公司，必不可少的能力就是拥有顶尖的游戏研发能力。”罗洲表示，“五年内腾讯依然是市场的霸主，但能否一直守住这个位置，还得看腾讯的研发能力。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322045965,"gmtCreate":1615759570357,"gmtModify":1704786086065,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>???","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>???","text":"$Vanguard S&P 500 ETF(VOO)$???","images":[{"img":"https://static.tigerbbs.com/7556776091111a542dd7923c8c10d181","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/322045965","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323853984,"gmtCreate":1615333489148,"gmtModify":1704781216065,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323853984","repostId":"2118642236","repostType":4,"repost":{"id":"2118642236","pubTimestamp":1615317060,"share":"https://www.laohu8.com/m/news/2118642236?lang=&edition=full","pubTime":"2021-03-10 03:11","market":"us","language":"zh","title":"特斯拉一扫颓势飙升20%，带领电动汽车板块全线走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2118642236","media":"新浪财经","summary":"在投资者的追捧下，特斯拉股价周二止住五连跌，并创一年多来最大涨幅。一连串的积极消息——包括评级上调、比特币上涨、高估值科技股人气普遍改善——将投资者吸引回特斯拉和其他电动汽车制造商。马斯克麾下的特斯拉周二一度上涨20%，收复前五天的大部分失地。截至发过，特斯拉报666.82美元。这位分析师在研报中称，New Street的预测暗示特斯拉2023年可取得12美元的每股收益。","content":"<p><img src=\"https://static.tigerbbs.com/f046df2f1dab410219e9269fbc6b146d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>在投资者的追捧下，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价周二止住五连跌，并创一年多来最大涨幅。</p>\n<p>一连串的积极消息——包括评级上调、比特币上涨、高估值科技股人气普遍改善——将投资者吸引回特斯拉和其他电动汽车制造商。</p>\n<p>马斯克麾下的特斯拉周二一度上涨20%，收复前五天的大部分失地。在前五天，该公司市值最高蒸发近1500亿美元。截至发过，特斯拉报666.82美元。</p>\n<p>该股此前的暴跌被视为买入机会。New Street Research分析师Pierre Ferragu将特斯拉评级从持有上调至买入，称该公司有两年的盈利势头，其需求前景强于供应。</p>\n<p>这位分析师在研报中称，New Street的预测暗示特斯拉2023年可取得12美元的每股收益。数据显示，分析师的平均预期为每股收益7.73美元。</p>\n<p>“基于这样的收益修正，我们预计该股将保持在50-100倍区间的高端，类似于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>近十年来的水平，低于今天的100倍，”Ferragu说。</p>\n<p>其他电动汽车制造商和供应商周二也上涨，包括蔚来汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、Workhorse Group Inc．、Nikola Corp．、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>和Canoo Inc．。小鹏汽车第四季度亏损收窄、蔚来汽车和小鹏汽车考虑香港二次上市的报道也提振了几家中国公司的股价。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉一扫颓势飙升20%，带领电动汽车板块全线走高</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; 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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特斯拉一扫颓势飙升20%，带领电动汽车板块全线走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 03:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103100311507b58b961&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在投资者的追捧下，特斯拉股价周二止住五连跌，并创一年多来最大涨幅。\n一连串的积极消息——包括评级上调、比特币上涨、高估值科技股人气普遍改善——将投资者吸引回特斯拉和其他电动汽车制造商。\n马斯克麾下的特斯拉周二一度上涨20%，收复前五天的大部分失地。在前五天，该公司市值最高蒸发近1500亿美元。截至发过，特斯拉报666.82美元。\n该股此前的暴跌被视为买入机会。New Street Research...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103100311507b58b961&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103100311507b58b961&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2118642236","content_text":"在投资者的追捧下，特斯拉股价周二止住五连跌，并创一年多来最大涨幅。\n一连串的积极消息——包括评级上调、比特币上涨、高估值科技股人气普遍改善——将投资者吸引回特斯拉和其他电动汽车制造商。\n马斯克麾下的特斯拉周二一度上涨20%，收复前五天的大部分失地。在前五天，该公司市值最高蒸发近1500亿美元。截至发过，特斯拉报666.82美元。\n该股此前的暴跌被视为买入机会。New Street Research分析师Pierre Ferragu将特斯拉评级从持有上调至买入，称该公司有两年的盈利势头，其需求前景强于供应。\n这位分析师在研报中称，New Street的预测暗示特斯拉2023年可取得12美元的每股收益。数据显示，分析师的平均预期为每股收益7.73美元。\n“基于这样的收益修正，我们预计该股将保持在50-100倍区间的高端，类似于亚马逊近十年来的水平，低于今天的100倍，”Ferragu说。\n其他电动汽车制造商和供应商周二也上涨，包括蔚来汽车、小鹏汽车、Workhorse Group Inc．、Nikola Corp．、理想汽车和Canoo Inc．。小鹏汽车第四季度亏损收窄、蔚来汽车和小鹏汽车考虑香港二次上市的报道也提振了几家中国公司的股价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9093841278,"gmtCreate":1643595791743,"gmtModify":1676533834462,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good game👍","listText":"good game👍","text":"good game👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093841278","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162804861,"gmtCreate":1624053749453,"gmtModify":1703827579221,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162804861","repostId":"2144572198","repostType":4,"repost":{"id":"2144572198","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1623993218,"share":"https://www.laohu8.com/m/news/2144572198?lang=&edition=full","pubTime":"2021-06-18 13:13","market":"us","language":"zh","title":"超2万亿美股期权决战今晚“四巫日”","url":"https://stock-news.laohu8.com/highlight/detail?id=2144572198","media":"Wind万得","summary":"美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。\n四巫日(Quadruplewitchingday)是指美国市场于","content":"<p>美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。</p>\n<p>四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日，股指期货、股指期权、股票期权以及单一股票期货，都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动，多头空头相互博弈。</p>\n<p><b>本周五到期的期权包括：价值2400亿美元的<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权，总计价值超2万亿美元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e084b716c88bd8163b59b6f21fa71734\" tg-width=\"500\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>由于近期美股一直在创新高，预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示，行权价在3900和4150附近期权分布最密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。</p>\n<p><img src=\"https://static.tigerbbs.com/ac0e8bce636a6f73c6b57a18d39a180a\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>四巫日历来成交量都非常巨大，<b>但此次更值得注意的点是，此前美股波动率非常低，另外美联储流动性转折的暗示已经出来了。</b></p>\n<p>过去13个交易日，标普500指数波动率仅有5.1%，这是自2019年以来最低的波动率，但是与大盘死气沉沉相比，个股的波动性却极大，特别是散户抱团股，如GME和AMC等。</p>\n<p>野村证券的Charlie McElligott指出，<b>极低的大盘波动率与大量看涨gamma期权到期并存非常危险，</b>因为一旦头寸集体平仓，实际波动率可能会瞬间回升。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。</p>\n<p>另外，周四的美联储议息会议并没有表示立即收紧流动性，但是也承认了通胀高企短期不会消失，相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。</p>\n<p>周五，<b>68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储，刷新了5840亿美元的纪录高位。</b>而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着，在短短一天时间内，该工具的使用量增加了2351亿美元，增幅高达45%。</p>\n<p>美联储逆回购功效和中国刚刚相反，简单来说，我国央行逆回购的作用是为了释放流动性，而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来，美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。</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>超2万亿美股期权决战今晚“四巫日”</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; 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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超2万亿美股期权决战今晚“四巫日”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-18 13:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。</p>\n<p>四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日，股指期货、股指期权、股票期权以及单一股票期货，都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动，多头空头相互博弈。</p>\n<p><b>本周五到期的期权包括：价值2400亿美元的<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权，总计价值超2万亿美元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e084b716c88bd8163b59b6f21fa71734\" tg-width=\"500\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>由于近期美股一直在创新高，预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示，行权价在3900和4150附近期权分布最密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。</p>\n<p><img src=\"https://static.tigerbbs.com/ac0e8bce636a6f73c6b57a18d39a180a\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>四巫日历来成交量都非常巨大，<b>但此次更值得注意的点是，此前美股波动率非常低，另外美联储流动性转折的暗示已经出来了。</b></p>\n<p>过去13个交易日，标普500指数波动率仅有5.1%，这是自2019年以来最低的波动率，但是与大盘死气沉沉相比，个股的波动性却极大，特别是散户抱团股，如GME和AMC等。</p>\n<p>野村证券的Charlie McElligott指出，<b>极低的大盘波动率与大量看涨gamma期权到期并存非常危险，</b>因为一旦头寸集体平仓，实际波动率可能会瞬间回升。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。</p>\n<p>另外，周四的美联储议息会议并没有表示立即收紧流动性，但是也承认了通胀高企短期不会消失，相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。</p>\n<p>周五，<b>68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储，刷新了5840亿美元的纪录高位。</b>而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着，在短短一天时间内，该工具的使用量增加了2351亿美元，增幅高达45%。</p>\n<p>美联储逆回购功效和中国刚刚相反，简单来说，我国央行逆回购的作用是为了释放流动性，而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来，美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be0bdd49975f3ab5453ab8ae8b24f37e","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","DJX":"1/100道琼斯","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","PSQ":"纳指反向ETF","VIXY":"波动率短期期货指数ETF",".IXIC":"NASDAQ Composite","SVXY":"0.5倍做空波动率指数短期期货ETF","OEX":"标普100","QLD":"纳指两倍做多ETF",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","UVXY":"1.5倍做多波动率指数短期期货ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144572198","content_text":"美股今年第二个“四巫日”今晚到来，届时将有超2万亿美元美股期权到期，加上美联储暗示流动性或收紧，此次“四巫日”或许是美股的一个转折点。\n四巫日(Quadruplewitchingday)是指美国市场于季月(三月、六月、九月、十二月)第三个星期五之衍生性金融商品到期结算日，股指期货、股指期权、股票期权以及单一股票期货，都在同一天到期交割。这四种资产类别同时交割会带来剧烈的市场波动，多头空头相互博弈。\n本周五到期的期权包括：价值2400亿美元的标普500指数ETF期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权，总计价值超2万亿美元。\n\n由于近期美股一直在创新高，预计大部分6月未平仓合约价格都低于当前的现货价格。如下图所示，行权价在3900和4150附近期权分布最密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。\n\n四巫日历来成交量都非常巨大，但此次更值得注意的点是，此前美股波动率非常低，另外美联储流动性转折的暗示已经出来了。\n过去13个交易日，标普500指数波动率仅有5.1%，这是自2019年以来最低的波动率，但是与大盘死气沉沉相比，个股的波动性却极大，特别是散户抱团股，如GME和AMC等。\n野村证券的Charlie McElligott指出，极低的大盘波动率与大量看涨gamma期权到期并存非常危险，因为一旦头寸集体平仓，实际波动率可能会瞬间回升。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。\n另外，周四的美联储议息会议并没有表示立即收紧流动性，但是也承认了通胀高企短期不会消失，相当于在鸽、鹰派之间走钢丝。但是周五却实实在在行动开始收紧流动性。\n周五，68家对手方通过隔夜逆回购工具将7560亿美元资金放到美联储，刷新了5840亿美元的纪录高位。而前一天。美联储的隔夜逆回购率的使用规模仅为5209亿美元。这意味着，在短短一天时间内，该工具的使用量增加了2351亿美元，增幅高达45%。\n美联储逆回购功效和中国刚刚相反，简单来说，我国央行逆回购的作用是为了释放流动性，而美联储逆回购则是为了收回流动性。自上周三用量史上首次突破5000亿美元大关以来，美联储逆回购工具的单日用量已连续七个交易日超过5000亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196351528,"gmtCreate":1621029881264,"gmtModify":1704352073045,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>????","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>????","text":"$Vanguard S&P 500 ETF(VOO)$????","images":[{"img":"https://static.tigerbbs.com/30c5ac401beb271df4f8be2b542614d6","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196351528","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340980125,"gmtCreate":1617330085667,"gmtModify":1704698843303,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","listText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","text":"$Realty Income Corp(O)$????","images":[{"img":"https://static.tigerbbs.com/8eb6747c7bf57755a3aeca67faa3e7ce","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340980125","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107703362,"gmtCreate":1620534780856,"gmtModify":1704344727141,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>???","listText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>???","text":"$Realty Income 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Corp(O)$??","images":[{"img":"https://static.tigerbbs.com/4c1c74ebd41f9aa1e3bd632776e5351f","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101513785","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377456128,"gmtCreate":1619561516664,"gmtModify":1704725799670,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","listText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","text":"$Realty Income Corp(O)$????","images":[{"img":"https://static.tigerbbs.com/5afd21fae3a575cd0650c42c379027ec","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377456128","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":345086501,"gmtCreate":1618265491803,"gmtModify":1704708229561,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345086501","repostId":"1140947470","repostType":4,"repost":{"id":"1140947470","pubTimestamp":1618241247,"share":"https://www.laohu8.com/m/news/1140947470?lang=&edition=full","pubTime":"2021-04-12 23:27","market":"us","language":"zh","title":"投行称特斯拉将征服万亿美元市场，大幅上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1140947470","media":"新浪财经","summary":"到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。","content":"<p>加拿大知名投行Canaccord Genuity表示，随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司加强对能源生产和储能业务的关注，这家以电动汽车闻名的公司必将“攻击并征服”另一个规模达万亿美元的市场。</p><p>分析师Jed Dorsheimer将特斯拉股票评级从持有上调至买入，并给予其华尔街最高目标价之一。他预测，到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。</p><p>Dorsheime在周一给客户的一份报告中说：“特斯拉正在迅速创建一个<a href=\"https://laohu8.com/S/AAPL\">苹果</a>式的能源产品生态系统。”他将其对特斯拉的目标价从419美元上调至1071美元，意味着他预计该股将上涨接近60%。在过去一年中，特斯拉股价已上涨近五倍。</p><p>这位分析师表示，特斯拉正在利用所有可用资源来满足电池需求，包括其弗里蒙特工厂的内部生产，&nbsp;与合作伙伴<a href=\"https://laohu8.com/S/PC\">松下</a>在内华达州生产，以及与LG化学签订供应协议。他说，随着供应紧张状况缓解，该公司将能够满足对其Powerwall家用储能设备的需求。该存储设备通常与太阳能装置配合使用。</p><p>Dorsheimer的价格目标对特斯拉股票和净债务的估值为他对2024年该公司盈利预测的63倍。他说，这是一组竞争对手的平均估值的三倍。</p><p>这位分析师写道：“虽然给出了高估值，但我们也相信特斯拉拥有数年的领先优势，并且现在正积极进军储能领域，因此我们认为我们给出的估值是合理的。”</p><p>Dorsheimer还不是最看好的特斯拉的分析师。Ark Invest Management上个月表示，该公司的Cathie Wood预计特斯拉股价到2025年将达到3，000美元。</p>","source":"XLCJ","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>投行称特斯拉将征服万亿美元市场，大幅上调目标价</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; 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*/\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投行称特斯拉将征服万亿美元市场，大幅上调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 23:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-04-12/doc-ikmxzfmk6437611.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>加拿大知名投行Canaccord Genuity表示，随着特斯拉公司加强对能源生产和储能业务的关注，这家以电动汽车闻名的公司必将“攻击并征服”另一个规模达万亿美元的市场。分析师Jed Dorsheimer将特斯拉股票评级从持有上调至买入，并给予其华尔街最高目标价之一。他预测，到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。Dorsheime在周一给客户的一份报告中说：“特斯拉正在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-04-12/doc-ikmxzfmk6437611.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/2ba18e4c173130d8ec828f5035d30189","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-04-12/doc-ikmxzfmk6437611.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140947470","content_text":"加拿大知名投行Canaccord Genuity表示，随着特斯拉公司加强对能源生产和储能业务的关注，这家以电动汽车闻名的公司必将“攻击并征服”另一个规模达万亿美元的市场。分析师Jed Dorsheimer将特斯拉股票评级从持有上调至买入，并给予其华尔街最高目标价之一。他预测，到2025年，特斯拉的能源生产和储能部门将产生80亿美元的收入。Dorsheime在周一给客户的一份报告中说：“特斯拉正在迅速创建一个苹果式的能源产品生态系统。”他将其对特斯拉的目标价从419美元上调至1071美元，意味着他预计该股将上涨接近60%。在过去一年中，特斯拉股价已上涨近五倍。这位分析师表示，特斯拉正在利用所有可用资源来满足电池需求，包括其弗里蒙特工厂的内部生产， 与合作伙伴松下在内华达州生产，以及与LG化学签订供应协议。他说，随着供应紧张状况缓解，该公司将能够满足对其Powerwall家用储能设备的需求。该存储设备通常与太阳能装置配合使用。Dorsheimer的价格目标对特斯拉股票和净债务的估值为他对2024年该公司盈利预测的63倍。他说，这是一组竞争对手的平均估值的三倍。这位分析师写道：“虽然给出了高估值，但我们也相信特斯拉拥有数年的领先优势，并且现在正积极进军储能领域，因此我们认为我们给出的估值是合理的。”Dorsheimer还不是最看好的特斯拉的分析师。Ark Invest Management上个月表示，该公司的Cathie Wood预计特斯拉股价到2025年将达到3，000美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322045965,"gmtCreate":1615759570357,"gmtModify":1704786086065,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>???","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>???","text":"$Vanguard S&P 500 ETF(VOO)$???","images":[{"img":"https://static.tigerbbs.com/7556776091111a542dd7923c8c10d181","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/322045965","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100709511,"gmtCreate":1619647798833,"gmtModify":1704727198837,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","listText":"<a href=\"https://laohu8.com/S/O\">$Realty Income Corp(O)$</a>????","text":"$Realty Income Corp(O)$????","images":[{"img":"https://static.tigerbbs.com/9045f37a6299dedf9992a1ce4b741abe","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100709511","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346738619,"gmtCreate":1618110941331,"gmtModify":1704706698473,"author":{"id":"3559465027955708","authorId":"3559465027955708","name":"Tonyseng","avatar":"https://static.tigerbbs.com/bbd7cee8035bef38984f1955f9409b81","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346738619","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://www.laohu8.com/m/news/2126006034?lang=&edition=full","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"“木头姐”心仪的三只股，谁最值得投资者“打Call”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。</p><p><b>Sea Limite（SE.US）</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。</p><p><b>Square（SQ.US）</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。</p><p>今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health（TDOC.US）</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。</p><p>2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。</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>“木头姐”心仪的三只股，谁最值得投资者“打Call”？</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“木头姐”心仪的三只股，谁最值得投资者“打Call”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-04-10 18:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。</p><p>然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。</p><p><b>Sea Limite（SE.US）</b></p><p>Sea Limited 在Wood的<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。</p><p>当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。</p><p>Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。</p><p>然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。</p><p>我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。</p><p><b>Square（SQ.US）</b></p><p>Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。</p><p>与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。</p><p>与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。</p><p>今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。</p><p>从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。</p><p><b>Teladoc Health（TDOC.US）</b></p><p>在<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。</p><p>机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布计划于今年夏天进军远程医疗市场。</p><p>对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。</p><p>我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。</p><p>2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"ARKK":"ARK Innovation ETF","SQ":"Block","TDOC":"Teladoc Health Inc.","SE":"Sea Ltd"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  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