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Li Guixi
2023-07-19
Li Guixi
2022-03-08
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Li Guixi
2022-02-25
👍
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Li Guixi
2022-02-16
💰
港交所迎接第6家SPAC递表!哪些资本已入局?
Li Guixi
2022-01-27
👍
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Li Guixi
2022-01-14
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Li Guixi
2021-08-24
Good to buy ?
Li Guixi
2021-08-11
$fuboTV Inc.(FUBO)$
Thanks
Li Guixi
2021-08-01
Share . Good
Li Guixi
2021-07-10
Keep waiting
Li Guixi
2021-06-29
Waiting for FDA approval . Keep for long term
Li Guixi
2021-06-22
Keep waiting for next level
Li Guixi
2021-06-22
My stock list ,keep waiting
Li Guixi
2021-06-02
Good effortd
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Li Guixi
2021-05-31
?
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Li Guixi
2021-05-22
?keeping waiting
Li Guixi
2021-05-22
?
波音盘前走高!计划增加737 Max客机月产能
Li Guixi
2021-05-22
Keep waiting
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Li Guixi
2021-05-21
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马上要来了!这才是A股真正的“纳斯达克”
Li Guixi
2021-05-20
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福特盘前走高,公布与SK创新设立合资公司
Go to Tiger App to see more news
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Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"💰","listText":"💰","text":"💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095473005","repostId":"1102305568","repostType":4,"repost":{"id":"1102305568","kind":"news","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":1644979739,"share":"https://ttm.financial/m/news/1102305568?lang=&edition=fundamental","pubTime":"2022-02-16 10:48","market":"hk","language":"zh","title":"港交所迎接第6家SPAC递表!哪些资本已入局?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102305568","media":"Wind万得","summary":"港交所近日披露,“特殊目的收购公司”(SPAC)Vision Deal递表港交所主板上市,花旗及海通国际担任联席保荐人。阿里巴巴前CEO卫哲、Deal Globe、楼立枢及创富融资为发起人。(图片来源","content":"<html><head></head><body><p>港交所近日披露,“特殊目的收购公司”(SPAC)Vision Deal递表港交所主板上市,<a href=\"https://laohu8.com/S/C\">花旗</a>及<a href=\"https://laohu8.com/S/00665\">海通国际</a>担任联席保荐人。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>前CEO卫哲、Deal Globe、楼立枢及创富融资为发起人。</p><p><img src=\"https://static.tigerbbs.com/de7a7b5d0845bce6df8aca065ff9c141\" tg-width=\"796\" tg-height=\"659\" referrerpolicy=\"no-referrer\"/></p><p>(图片来源:Vision Deal招股书)</p><p>招股书显示,公司拟重点关注专门从事<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车技术,及具备供应链及跨境电商能力、从国内消费升级趋势中受益的中国优质公司。</p><p><b>阿里巴巴前CEO为发起人</b></p><p>据招股书披露,Vision Deal发起人为嘉御资本创始人、阿里巴巴前CEO卫哲、Deal Globe、楼立枢及创富融资。Vision Deal B类股份的90%由Vision Deal Acquisition Sponsor LLC持有,后者分别由VKC Management、Deal Globe及楼立枢分别持有40%、40%及20%权益。VKC Management是卫哲全资拥有的投资控股公司。</p><p>Vision Deal剩余10%的B类股份由Opus Vision SPAC Limited持有,该公司为创富融资全资拥有的投资控股公司。</p><p>从发起人背景来看,卫哲创立的私募股权投资基金嘉御资本注于中国互联网行业赋能的新渠道、B2B平台╱服务╱产品、新消费及新技术,截至2021年12月31日,资产管理规模达到22亿美元。其过去十年间在中国进行的部分以消费升级为主题的知名投资包括:<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/300866\">安克创新</a>等。</p><p>Deal Globe为跨境精品投行易界集团成员公司;楼立枢曾于私募股权公司及投资银行担任多个职务,包括旧金山的<a href=\"https://laohu8.com/S/GS\">高盛</a>、纽约的Apax Partners及北京的高瓴资本;创富融资提供多项金融服务,自成立以来已成功完成46项上市公司及私人公司的首次公开发售及二次发行交易,总交易规模约15亿美元。</p><p>Vision Deal招股书显示,若干宏观经济因素及行业趋势将继续支撑中国智能汽车技术市场及消费升级趋势。中国经济不仅于过去十年间强劲增长,相关政策及技术进步正推动中国智能汽车技术市场的增长。此外,Vision Deal见证受益于中国充满活力消费市场的中国公司的崛起。在强大的国内供应链能力支持下,中国消费品公司在海外越来越受认可。</p><p><b>港交所已迎接6只SPAC递表</b></p><p>据Wind统计,2022年以来,已经有6家SPAC递表港交所上市。其中,2月分别有Ace Eight Acquisition Corporation(Ace Eight)和Vision Deal HK Acquisition Corp (Vision Deal)递表申请上市。</p><p>此外,1月17日,港交所迎接Aquila Acquisition(Aquila)递表;1月28日,Tiger Jade Acquisition(Tiger Jade)递表港交所;1月31日,Trinity Acquisition(Trinity)及Interra Acquisition(Interra)同时递表港交所。</p><p>据Wind梳理,目前递表港交所上市的6只SPAC分别投资于不同领域:Aquila计划重点关注亚洲(特别是中国)“新经济”行业(例如绿色能源、生命科学及先进科技与制造行业)内有科技赋能的公司;Tiger Jade专注于医疗保健行业;Trinity关注全球性消费领域。</p><p>Interra计划投资<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>、消费及新零售、高端制造、医疗健康及气候行动等领域的高增长型公司;Ace Eight则关注亚洲经营生物技术及TMT行业的公司。</p><p>而从发起人来看,6只SPAC的发起人均来自知名机构和个人。例如,Aquila发起人之一为招银国际资产管理;Tiger Jade发起人包括专注医疗保健的私募股权基金泰欣资本;Trinity发起人包括知名运动员<a href=\"https://laohu8.com/S/02331\">李宁</a>;而Interra则由春华资本、农银国际资管等机构发起。</p><p><b>SPAC的投资机遇与风险</b></p><p>SPAC是一种空壳公司,IPO的目的是在上市后一段预设时间内收购(即SPAC并购交易)一家公司(即SPAC并购目标)。在疫情期间全球央行的天量流动性支持下,全球SPAC IPO数量在过去两年迎来井喷式爆发。</p><p><a href=\"https://laohu8.com/S/002736\">国信证券</a>表示,港股SPAC 机制将是国内大型券商的重大发展机遇。大型券商的业务种类齐全,在各条业务线都积淀了成熟的团队,通过创设SPAC,不仅可以为国家新经济发展做出贡献,也可以强化综合实力的运用技巧,巩固市场地位。</p><p>国开证券则提示风险称,SPAC模式是有政策红利的,当监管政策一旦收紧,这种狂热将骤然降温。一种繁荣景气程度被监管政策牢牢控制、短期内井喷式爆发、又被监管提示注意风险后骤然降温的资本市场模式,我们很难说它不存在泡沫。</p><p>从具体投资策略来看,国开证券表示,SPAC 股价在宣布并购到完成并购期间是涨幅最大的区间,并购完成后就可按照一般二级市场投资对待。投资者主要以宣布并购到并购完成作为主要投资期间,欲获取此期间收益就要买在“流言蜚语”时,卖在“尘埃落定”时。</p></body></html>","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>港交所迎接第6家SPAC递表!哪些资本已入局?</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港交所迎接第6家SPAC递表!哪些资本已入局?\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\">2022-02-16 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>港交所近日披露,“特殊目的收购公司”(SPAC)Vision Deal递表港交所主板上市,<a href=\"https://laohu8.com/S/C\">花旗</a>及<a href=\"https://laohu8.com/S/00665\">海通国际</a>担任联席保荐人。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>前CEO卫哲、Deal Globe、楼立枢及创富融资为发起人。</p><p><img src=\"https://static.tigerbbs.com/de7a7b5d0845bce6df8aca065ff9c141\" tg-width=\"796\" tg-height=\"659\" referrerpolicy=\"no-referrer\"/></p><p>(图片来源:Vision Deal招股书)</p><p>招股书显示,公司拟重点关注专门从事<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车技术,及具备供应链及跨境电商能力、从国内消费升级趋势中受益的中国优质公司。</p><p><b>阿里巴巴前CEO为发起人</b></p><p>据招股书披露,Vision Deal发起人为嘉御资本创始人、阿里巴巴前CEO卫哲、Deal Globe、楼立枢及创富融资。Vision Deal B类股份的90%由Vision Deal Acquisition Sponsor LLC持有,后者分别由VKC Management、Deal Globe及楼立枢分别持有40%、40%及20%权益。VKC Management是卫哲全资拥有的投资控股公司。</p><p>Vision Deal剩余10%的B类股份由Opus Vision SPAC Limited持有,该公司为创富融资全资拥有的投资控股公司。</p><p>从发起人背景来看,卫哲创立的私募股权投资基金嘉御资本注于中国互联网行业赋能的新渠道、B2B平台╱服务╱产品、新消费及新技术,截至2021年12月31日,资产管理规模达到22亿美元。其过去十年间在中国进行的部分以消费升级为主题的知名投资包括:<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/300866\">安克创新</a>等。</p><p>Deal Globe为跨境精品投行易界集团成员公司;楼立枢曾于私募股权公司及投资银行担任多个职务,包括旧金山的<a href=\"https://laohu8.com/S/GS\">高盛</a>、纽约的Apax Partners及北京的高瓴资本;创富融资提供多项金融服务,自成立以来已成功完成46项上市公司及私人公司的首次公开发售及二次发行交易,总交易规模约15亿美元。</p><p>Vision Deal招股书显示,若干宏观经济因素及行业趋势将继续支撑中国智能汽车技术市场及消费升级趋势。中国经济不仅于过去十年间强劲增长,相关政策及技术进步正推动中国智能汽车技术市场的增长。此外,Vision Deal见证受益于中国充满活力消费市场的中国公司的崛起。在强大的国内供应链能力支持下,中国消费品公司在海外越来越受认可。</p><p><b>港交所已迎接6只SPAC递表</b></p><p>据Wind统计,2022年以来,已经有6家SPAC递表港交所上市。其中,2月分别有Ace Eight Acquisition Corporation(Ace Eight)和Vision Deal HK Acquisition Corp (Vision Deal)递表申请上市。</p><p>此外,1月17日,港交所迎接Aquila Acquisition(Aquila)递表;1月28日,Tiger Jade Acquisition(Tiger Jade)递表港交所;1月31日,Trinity Acquisition(Trinity)及Interra Acquisition(Interra)同时递表港交所。</p><p>据Wind梳理,目前递表港交所上市的6只SPAC分别投资于不同领域:Aquila计划重点关注亚洲(特别是中国)“新经济”行业(例如绿色能源、生命科学及先进科技与制造行业)内有科技赋能的公司;Tiger Jade专注于医疗保健行业;Trinity关注全球性消费领域。</p><p>Interra计划投资<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>、消费及新零售、高端制造、医疗健康及气候行动等领域的高增长型公司;Ace Eight则关注亚洲经营生物技术及TMT行业的公司。</p><p>而从发起人来看,6只SPAC的发起人均来自知名机构和个人。例如,Aquila发起人之一为招银国际资产管理;Tiger Jade发起人包括专注医疗保健的私募股权基金泰欣资本;Trinity发起人包括知名运动员<a href=\"https://laohu8.com/S/02331\">李宁</a>;而Interra则由春华资本、农银国际资管等机构发起。</p><p><b>SPAC的投资机遇与风险</b></p><p>SPAC是一种空壳公司,IPO的目的是在上市后一段预设时间内收购(即SPAC并购交易)一家公司(即SPAC并购目标)。在疫情期间全球央行的天量流动性支持下,全球SPAC IPO数量在过去两年迎来井喷式爆发。</p><p><a href=\"https://laohu8.com/S/002736\">国信证券</a>表示,港股SPAC 机制将是国内大型券商的重大发展机遇。大型券商的业务种类齐全,在各条业务线都积淀了成熟的团队,通过创设SPAC,不仅可以为国家新经济发展做出贡献,也可以强化综合实力的运用技巧,巩固市场地位。</p><p>国开证券则提示风险称,SPAC模式是有政策红利的,当监管政策一旦收紧,这种狂热将骤然降温。一种繁荣景气程度被监管政策牢牢控制、短期内井喷式爆发、又被监管提示注意风险后骤然降温的资本市场模式,我们很难说它不存在泡沫。</p><p>从具体投资策略来看,国开证券表示,SPAC 股价在宣布并购到完成并购期间是涨幅最大的区间,并购完成后就可按照一般二级市场投资对待。投资者主要以宣布并购到并购完成作为主要投资期间,欲获取此期间收益就要买在“流言蜚语”时,卖在“尘埃落定”时。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSTECH":"恒生科技指数","HSCCI":"红筹指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102305568","content_text":"港交所近日披露,“特殊目的收购公司”(SPAC)Vision Deal递表港交所主板上市,花旗及海通国际担任联席保荐人。阿里巴巴前CEO卫哲、Deal Globe、楼立枢及创富融资为发起人。(图片来源:Vision Deal招股书)招股书显示,公司拟重点关注专门从事智能汽车技术,及具备供应链及跨境电商能力、从国内消费升级趋势中受益的中国优质公司。阿里巴巴前CEO为发起人据招股书披露,Vision Deal发起人为嘉御资本创始人、阿里巴巴前CEO卫哲、Deal Globe、楼立枢及创富融资。Vision Deal B类股份的90%由Vision Deal Acquisition Sponsor LLC持有,后者分别由VKC Management、Deal Globe及楼立枢分别持有40%、40%及20%权益。VKC Management是卫哲全资拥有的投资控股公司。Vision Deal剩余10%的B类股份由Opus Vision SPAC Limited持有,该公司为创富融资全资拥有的投资控股公司。从发起人背景来看,卫哲创立的私募股权投资基金嘉御资本注于中国互联网行业赋能的新渠道、B2B平台╱服务╱产品、新消费及新技术,截至2021年12月31日,资产管理规模达到22亿美元。其过去十年间在中国进行的部分以消费升级为主题的知名投资包括:泡泡玛特、思摩尔国际、安克创新等。Deal Globe为跨境精品投行易界集团成员公司;楼立枢曾于私募股权公司及投资银行担任多个职务,包括旧金山的高盛、纽约的Apax Partners及北京的高瓴资本;创富融资提供多项金融服务,自成立以来已成功完成46项上市公司及私人公司的首次公开发售及二次发行交易,总交易规模约15亿美元。Vision Deal招股书显示,若干宏观经济因素及行业趋势将继续支撑中国智能汽车技术市场及消费升级趋势。中国经济不仅于过去十年间强劲增长,相关政策及技术进步正推动中国智能汽车技术市场的增长。此外,Vision Deal见证受益于中国充满活力消费市场的中国公司的崛起。在强大的国内供应链能力支持下,中国消费品公司在海外越来越受认可。港交所已迎接6只SPAC递表据Wind统计,2022年以来,已经有6家SPAC递表港交所上市。其中,2月分别有Ace Eight Acquisition Corporation(Ace Eight)和Vision Deal HK Acquisition Corp (Vision Deal)递表申请上市。此外,1月17日,港交所迎接Aquila Acquisition(Aquila)递表;1月28日,Tiger Jade Acquisition(Tiger Jade)递表港交所;1月31日,Trinity Acquisition(Trinity)及Interra Acquisition(Interra)同时递表港交所。据Wind梳理,目前递表港交所上市的6只SPAC分别投资于不同领域:Aquila计划重点关注亚洲(特别是中国)“新经济”行业(例如绿色能源、生命科学及先进科技与制造行业)内有科技赋能的公司;Tiger Jade专注于医疗保健行业;Trinity关注全球性消费领域。Interra计划投资创新科技、消费及新零售、高端制造、医疗健康及气候行动等领域的高增长型公司;Ace Eight则关注亚洲经营生物技术及TMT行业的公司。而从发起人来看,6只SPAC的发起人均来自知名机构和个人。例如,Aquila发起人之一为招银国际资产管理;Tiger Jade发起人包括专注医疗保健的私募股权基金泰欣资本;Trinity发起人包括知名运动员李宁;而Interra则由春华资本、农银国际资管等机构发起。SPAC的投资机遇与风险SPAC是一种空壳公司,IPO的目的是在上市后一段预设时间内收购(即SPAC并购交易)一家公司(即SPAC并购目标)。在疫情期间全球央行的天量流动性支持下,全球SPAC IPO数量在过去两年迎来井喷式爆发。国信证券表示,港股SPAC 机制将是国内大型券商的重大发展机遇。大型券商的业务种类齐全,在各条业务线都积淀了成熟的团队,通过创设SPAC,不仅可以为国家新经济发展做出贡献,也可以强化综合实力的运用技巧,巩固市场地位。国开证券则提示风险称,SPAC模式是有政策红利的,当监管政策一旦收紧,这种狂热将骤然降温。一种繁荣景气程度被监管政策牢牢控制、短期内井喷式爆发、又被监管提示注意风险后骤然降温的资本市场模式,我们很难说它不存在泡沫。从具体投资策略来看,国开证券表示,SPAC 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Keep for long term","images":[{"img":"https://static.tigerbbs.com/78c446a201e6d78a28b280215ea5c897","width":"750","height":"2369"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150270349","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":120832511,"gmtCreate":1624318430433,"gmtModify":1703833156819,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"Keep waiting for next level","listText":"Keep waiting for next level","text":"Keep waiting for next 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Max客机月产能至26架,并在2022年3月达到月产31架的官方目标。波音高层讨论了在2022年底将737 Max客机月产能提升至42架的计划。波音","content":"<p>5月21日,市场消息:<a href=\"https://laohu8.com/S/BA\">波音</a>计划在今年底前增加737 Max客机月产能至26架,并在2022年3月达到月产31架的官方目标。波音高层讨论了在2022年底将737 Max客机月产能提升至42架的计划。</p><p>波音盘前走高,现涨超2%,有报道称波音将提高737 Max客机产能。</p><p><img src=\"https://static.tigerbbs.com/a331854df716bf0cf9e574c2616d11c3\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></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>波音盘前走高!计划增加737 Max客机月产能</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波音盘前走高!计划增加737 Max客机月产能\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\">2021-05-21 20:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月21日,市场消息:<a href=\"https://laohu8.com/S/BA\">波音</a>计划在今年底前增加737 Max客机月产能至26架,并在2022年3月达到月产31架的官方目标。波音高层讨论了在2022年底将737 Max客机月产能提升至42架的计划。</p><p>波音盘前走高,现涨超2%,有报道称波音将提高737 Max客机产能。</p><p><img src=\"https://static.tigerbbs.com/a331854df716bf0cf9e574c2616d11c3\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94e31336d6af672b08c5ae7ff8b4ec12","relate_stocks":{"BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134351485","content_text":"5月21日,市场消息:波音计划在今年底前增加737 Max客机月产能至26架,并在2022年3月达到月产31架的官方目标。波音高层讨论了在2022年底将737 Max客机月产能提升至42架的计划。波音盘前走高,现涨超2%,有报道称波音将提高737 Max客机产能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139296218,"gmtCreate":1621634358034,"gmtModify":1704360713869,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"Keep waiting ","listText":"Keep waiting ","text":"Keep waiting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/139296218","repostId":"1124779247","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130417817,"gmtCreate":1621560915539,"gmtModify":1704359644039,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130417817","repostId":"1198952549","repostType":4,"repost":{"id":"1198952549","kind":"news","pubTimestamp":1621557051,"share":"https://ttm.financial/m/news/1198952549?lang=&edition=fundamental","pubTime":"2021-05-21 08:30","market":"sh","language":"zh","title":"马上要来了!这才是A股真正的“纳斯达克”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198952549","media":"华尔街见闻","summary":"摘要:这只新的指数跟创业板比,科技含量更高,跟科创板比,盈利相对更稳定。\n\n又有一只新的指数产品要来了。\n5月19日,证监会新基金申报表里,有点新动静:\n\n 南方、华宝、华夏、易方达、天弘、银华、富国","content":"<blockquote>\n 摘要:这只新的指数跟创业板比,科技含量更高,跟科创板比,盈利相对更稳定。\n</blockquote>\n<p>又有一只新的指数产品要来了。</p>\n<p>5月19日,证监会新基金申报表里,有点新动静:</p>\n<blockquote>\n 南方、华宝、华夏、易方达、天弘、银华、富国、招商、嘉实、国泰等10家基金公司密集上报中证科创创业50ETF基金。\n</blockquote>\n<p>啥?科创创业50?好熟悉的味道...</p>\n<p><img src=\"https://static.tigerbbs.com/9c2ee1626cb94b0a1841f341e7123ce4\" tg-width=\"532\" tg-height=\"518\" referrerpolicy=\"no-referrer\"></p>\n<p>这只指数5月10日才露了个脸,正式发布要等到6月1日,</p>\n<p>基金公司对应的ETF产品,从申报到审批也要一段时间,</p>\n<p>所以等到首批基金上市,还有些日子。</p>\n<p>10家公司都准备发行跟踪这个指标的ETF和联接基金,可见现在机构之间的竞(nei)争(juan)够激烈的。</p>\n<p><img src=\"https://static.tigerbbs.com/257f4c6d662133f869a07daa499b7920\" tg-width=\"586\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>简单来说,科创创业50=(科创板+创业板)的科技浓缩版。</p>\n<p>把科创板的公司和创业板的公司拉出来,用新兴产业的标准筛一遍,再按市值排名挑出前50只股票组成的一个池子。</p>\n<p>叉烧烧鸭双拼饭,总归比只点叉烧来得香,对不对?</p>\n<p><img src=\"https://static.tigerbbs.com/022c879e7feaf8ae3cb2c568caf913d3\" tg-width=\"320\" tg-height=\"180\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<p>如果说恒生科技指数指港股的纳斯达克,</p>\n<p>那么,科创创业50就是A股的纳斯达克!</p>\n<p>过去十年,纳斯达克指数涨了将近500%,年化收益率达到20%!</p>\n<p>孵出了苹果、谷歌、微软等一众美股科技巨头。</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/cbef83efd50818c8d891972cd8ab43e8\" tg-width=\"685\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<p>科创板有多重要,很多读者都知道,未来我们国家想要实现崛起和复兴,科技创新是必须要大力发展的,在这个过程中,就需要一个强大的资本市场。</p>\n<p>科创板就是秉承着这样的使命诞生的。</p>\n<p>但除了科创板,还有很多优秀的科技股散落在创业板,</p>\n<p>现在有了这个双拼组合,就基本涵盖了A股最顶级的新兴产业公司。</p>\n<p>跟创业板比,它的科技含量更浓,毕竟剔除掉了温氏股份这样的猪肉股。</p>\n<p>跟科创版比,它涵盖范围更广,像宁德时代这样的新能源龙头,只在创业板上市。</p>\n<p>我拉了一张表,下面是科创创业50所有的成分股(具体权重要等到指数正式发布),</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/c1b53ef6ed3e8e888f8dc540970d7b26\" tg-width=\"557\" tg-height=\"2138\" referrerpolicy=\"no-referrer\"></p>\n<p>这里面还是创业板的股票占大头,有33只,科创板的股票只有17只,</p>\n<p>毕竟创业板已经走过了10个年头,一些公司已经发展壮大,比较稳定,市值也更大,科创板更多处于成长的早期阶段。</p>\n<p>我们拿创业板50指数还有科创板50指数对比发现,</p>\n<p>有9只股票不在创业板50里,有3只不在科创板50里,包括最近大火的新冠疫苗股康希诺。</p>\n<p>这里面可能存在时间差,毕竟指数的“调仓”半年才进行一次。</p>\n<p>但不难发现,创业板里的证券、食品、有色金属等都被踢出去了,</p>\n<p>科创板只入选了华熙生物、中国通号、中微公司、传音控股、金山办公、石头科技、寒武纪、中芯国际这样的龙头。</p>\n<p><img src=\"https://static.tigerbbs.com/6518d7a9de35d127e2b3ce0f48efde58\" tg-width=\"515\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p>\n<p>投资最关键的三要素:选的对、买的便宜、拿的够久,</p>\n<p>如果赛道是对的,能不能买在低位就非常重要。</p>\n<p>因为还没有公布完整的信息,我们只能参考创业板50和科创板50的估值数据。</p>\n<p>自从2020年7月23日上市以来,科创50的走势是这样婶儿的...</p>\n<p><img src=\"https://static.tigerbbs.com/98593994580df66e8b2c4c4cb8e8864c\" tg-width=\"752\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p>\n<p>去年年中,正好是消费、医疗和科技最火热的时候,市场疯狂追捧新基金,4只科创50ETF的募资规模超过千亿。</p>\n<p>当时懒猫就警告过,估值太高了不建议买。</p>\n<p>那现在呢?</p>\n<p>科创50的动态市盈率(PE-TTM)都已经回落到26%的分位点,PE是71倍,最高的时候97倍。</p>\n<p><img src=\"https://static.tigerbbs.com/cbdd43a5ef779c91239e8b9241f9422a\" tg-width=\"748\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p>\n<p>但科创50上市的时间太短了,还不到1年,这么看估值意义不大。</p>\n<p>我们再看看创业板50。</p>\n<p>从2014年开始,到现在7年的时间,估值也暴涨暴跌过,</p>\n<p>刚上市那会儿赶上一轮疯牛,估值到过140倍,后来一路下跌最低到了27倍,</p>\n<p>现在是58.3倍,分位点落在58.37%,不高不低比较舒适的区间,</p>\n<p><img src=\"https://static.tigerbbs.com/6192e2a169c183fd5a8876245c4162c4\" tg-width=\"776\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p>市场情绪比年初已经回落很多了。</p>\n<p>如果我们横向来对比,会发现科创板和创业板依然不便宜,比互联网扎堆的恒生科技指数、恒生指数都贵不少,更不用说沪深300大盘指数。</p>\n<p><img src=\"https://static.tigerbbs.com/be1e98f2141579334f608dab9c160ad0\" tg-width=\"786\" tg-height=\"429\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/35800716e266902e4fe68ab558d981fb\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\">拿两地上市的中芯国际来说,港股上市的PE只有28倍,但在科创版有87倍,足足高出了三倍多。</p>\n<p>要知道,中芯国际A股已经较上市时的高点跌了40+%。</p>\n<p><img src=\"https://static.tigerbbs.com/143177561001855505ddff198ef8ed79\" tg-width=\"732\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>如果你还没有配置科创板或者中小盘,科创创业50指数的确是值得关注的,指数质量挺高。</p>\n<p>如果上市的时候估值依然在现在这个水平,可以考虑采用定投的方式,做一些配置,</p>\n<p>但大手笔的买入,还可以再等等更便宜的位置。</p>\n<p>总结一下:</p>\n<p></p>\n<p>1,这只新的指数跟创业板比,科技含量更高,跟科创板比,盈利相对更稳定。</p>\n<p>2,参考可对比的指数,估值已经比科创板上市时低了不少,定投做一些配置可以考虑,大手笔投入可以等待更好的时机。</p>\n<p>3,新指数出来,最好观察一段时间再出手,不要着急。</p>\n<p></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马上要来了!这才是A股真正的“纳斯达克”</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马上要来了!这才是A股真正的“纳斯达克”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 08:30 北京时间 <a href=https://wallstreetcn.com/articles/3630881><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:这只新的指数跟创业板比,科技含量更高,跟科创板比,盈利相对更稳定。\n\n又有一只新的指数产品要来了。\n5月19日,证监会新基金申报表里,有点新动静:\n\n 南方、华宝、华夏、易方达、天弘、银华、富国、招商、嘉实、国泰等10家基金公司密集上报中证科创创业50ETF基金。\n\n啥?科创创业50?好熟悉的味道...\n\n这只指数5月10日才露了个脸,正式发布要等到6月1日,\n基金公司对应的ETF产品,从...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3630881\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3630881","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1198952549","content_text":"摘要:这只新的指数跟创业板比,科技含量更高,跟科创板比,盈利相对更稳定。\n\n又有一只新的指数产品要来了。\n5月19日,证监会新基金申报表里,有点新动静:\n\n 南方、华宝、华夏、易方达、天弘、银华、富国、招商、嘉实、国泰等10家基金公司密集上报中证科创创业50ETF基金。\n\n啥?科创创业50?好熟悉的味道...\n\n这只指数5月10日才露了个脸,正式发布要等到6月1日,\n基金公司对应的ETF产品,从申报到审批也要一段时间,\n所以等到首批基金上市,还有些日子。\n10家公司都准备发行跟踪这个指标的ETF和联接基金,可见现在机构之间的竞(nei)争(juan)够激烈的。\n\n简单来说,科创创业50=(科创板+创业板)的科技浓缩版。\n把科创板的公司和创业板的公司拉出来,用新兴产业的标准筛一遍,再按市值排名挑出前50只股票组成的一个池子。\n叉烧烧鸭双拼饭,总归比只点叉烧来得香,对不对?\n\n\n如果说恒生科技指数指港股的纳斯达克,\n那么,科创创业50就是A股的纳斯达克!\n过去十年,纳斯达克指数涨了将近500%,年化收益率达到20%!\n孵出了苹果、谷歌、微软等一众美股科技巨头。\n\n\n\n科创板有多重要,很多读者都知道,未来我们国家想要实现崛起和复兴,科技创新是必须要大力发展的,在这个过程中,就需要一个强大的资本市场。\n科创板就是秉承着这样的使命诞生的。\n但除了科创板,还有很多优秀的科技股散落在创业板,\n现在有了这个双拼组合,就基本涵盖了A股最顶级的新兴产业公司。\n跟创业板比,它的科技含量更浓,毕竟剔除掉了温氏股份这样的猪肉股。\n跟科创版比,它涵盖范围更广,像宁德时代这样的新能源龙头,只在创业板上市。\n我拉了一张表,下面是科创创业50所有的成分股(具体权重要等到指数正式发布),\n\n\n这里面还是创业板的股票占大头,有33只,科创板的股票只有17只,\n毕竟创业板已经走过了10个年头,一些公司已经发展壮大,比较稳定,市值也更大,科创板更多处于成长的早期阶段。\n我们拿创业板50指数还有科创板50指数对比发现,\n有9只股票不在创业板50里,有3只不在科创板50里,包括最近大火的新冠疫苗股康希诺。\n这里面可能存在时间差,毕竟指数的“调仓”半年才进行一次。\n但不难发现,创业板里的证券、食品、有色金属等都被踢出去了,\n科创板只入选了华熙生物、中国通号、中微公司、传音控股、金山办公、石头科技、寒武纪、中芯国际这样的龙头。\n\n投资最关键的三要素:选的对、买的便宜、拿的够久,\n如果赛道是对的,能不能买在低位就非常重要。\n因为还没有公布完整的信息,我们只能参考创业板50和科创板50的估值数据。\n自从2020年7月23日上市以来,科创50的走势是这样婶儿的...\n\n去年年中,正好是消费、医疗和科技最火热的时候,市场疯狂追捧新基金,4只科创50ETF的募资规模超过千亿。\n当时懒猫就警告过,估值太高了不建议买。\n那现在呢?\n科创50的动态市盈率(PE-TTM)都已经回落到26%的分位点,PE是71倍,最高的时候97倍。\n\n但科创50上市的时间太短了,还不到1年,这么看估值意义不大。\n我们再看看创业板50。\n从2014年开始,到现在7年的时间,估值也暴涨暴跌过,\n刚上市那会儿赶上一轮疯牛,估值到过140倍,后来一路下跌最低到了27倍,\n现在是58.3倍,分位点落在58.37%,不高不低比较舒适的区间,\n\n市场情绪比年初已经回落很多了。\n如果我们横向来对比,会发现科创板和创业板依然不便宜,比互联网扎堆的恒生科技指数、恒生指数都贵不少,更不用说沪深300大盘指数。\n\n拿两地上市的中芯国际来说,港股上市的PE只有28倍,但在科创版有87倍,足足高出了三倍多。\n要知道,中芯国际A股已经较上市时的高点跌了40+%。\n\n如果你还没有配置科创板或者中小盘,科创创业50指数的确是值得关注的,指数质量挺高。\n如果上市的时候估值依然在现在这个水平,可以考虑采用定投的方式,做一些配置,\n但大手笔的买入,还可以再等等更便宜的位置。\n总结一下:\n\n1,这只新的指数跟创业板比,科技含量更高,跟科创板比,盈利相对更稳定。\n2,参考可对比的指数,估值已经比科创板上市时低了不少,定投做一些配置可以考虑,大手笔投入可以等待更好的时机。\n3,新指数出来,最好观察一段时间再出手,不要着急。","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130373356,"gmtCreate":1621516450275,"gmtModify":1704358898202,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130373356","repostId":"1136036951","repostType":4,"repost":{"id":"1136036951","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621515833,"share":"https://ttm.financial/m/news/1136036951?lang=&edition=fundamental","pubTime":"2021-05-20 21:03","market":"us","language":"zh","title":"福特盘前走高,公布与SK创新设立合资公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1136036951","media":"老虎资讯综合","summary":"5月20日,福特汽车与SK创新正式宣布签订有关在美国共同建立电池工厂的谅解备忘录。据文本显示,该工厂年产能将达到60吉瓦时,将在2025年左右投产。福特汽车盘前走高,现涨超3%。","content":"<p>5月20日,<a href=\"https://laohu8.com/S/F\">福特汽车</a>与SK创新正式宣布签订有关在美国共同建立电池工厂的谅解备忘录。据文本显示,该工厂年产能将达到60吉瓦时,将在2025年左右投产。</p><p>福特汽车盘前走高,现涨超3%。</p><p><img src=\"https://static.tigerbbs.com/68775baba3d6e6ca6b3e2ec4d53a1b62\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></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>福特盘前走高,公布与SK创新设立合资公司</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福特盘前走高,公布与SK创新设立合资公司\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\">2021-05-20 21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月20日,<a href=\"https://laohu8.com/S/F\">福特汽车</a>与SK创新正式宣布签订有关在美国共同建立电池工厂的谅解备忘录。据文本显示,该工厂年产能将达到60吉瓦时,将在2025年左右投产。</p><p>福特汽车盘前走高,现涨超3%。</p><p><img src=\"https://static.tigerbbs.com/68775baba3d6e6ca6b3e2ec4d53a1b62\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9c7511e646b4f70e751ca585ab218a0","relate_stocks":{"F":"福特汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136036951","content_text":"5月20日,福特汽车与SK创新正式宣布签订有关在美国共同建立电池工厂的谅解备忘录。据文本显示,该工厂年产能将达到60吉瓦时,将在2025年左右投产。福特汽车盘前走高,现涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":892983185,"gmtCreate":1628633882547,"gmtModify":1676529800421,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>Thanks ","listText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>Thanks ","text":"$fuboTV Inc.(FUBO)$Thanks","images":[{"img":"https://static.tigerbbs.com/8d683140fa249f6088fcabe8183b32cd","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892983185","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9030559737,"gmtCreate":1645761442398,"gmtModify":1676534062093,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030559737","repostId":"2214920283","repostType":4,"repost":{"id":"2214920283","kind":"news","pubTimestamp":1645743641,"share":"https://ttm.financial/m/news/2214920283?lang=&edition=fundamental","pubTime":"2022-02-25 07:00","market":"hk","language":"zh","title":"外媒头条:俄罗斯资产遭血洗!华尔街疯狂出货离场","url":"https://stock-news.laohu8.com/highlight/detail?id=2214920283","media":"市场资讯","summary":" 对于股市而言,通胀上升已经是一个大麻烦。俄罗斯在乌克兰开展军事行动意味着这个问题会变得更加头疼。 受乌克兰消息影响,全球股市大跌,欧洲和美国的主要基准指数现在牢牢处于回调区间,纳斯达克100指数则一度跌入熊市。 今年以来,美联储和欧洲央行发出信号,为了遏制通胀,他们将以比预期更大的力度收紧政策。 交易员表示,俄罗斯的股票和债券价格暴跌,该市场一些角落的交易活动几乎完全停滞。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p><blockquote><b>1、遭受通胀和政策紧缩困扰之际 全球股市或再迎来滞胀冲击</b></blockquote><blockquote><b>2、俄罗斯各类资产遭血洗 忌惮制裁的华尔街疯狂出货离场</b></blockquote><blockquote><b>3、美联储官员相比乌克兰局势更担心通胀 暗示3月仍有望加息</b></blockquote><blockquote><b>4、油价一度升破105美元 俄乌开战令供应中断担忧陡增</b></blockquote><blockquote><b>5、美国新建住宅销量三个月来首次下滑 按揭利率上升或许开始抑制需求</b></blockquote><blockquote><b>6、SEC对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克及其兄弟近期股票抛售进行调查</b></blockquote><p><img src=\"https://static.tigerbbs.com/f9cab1f1bbba7cc0427bfba08d30a553\" tg-width=\"550\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p><b>遭受通胀和政策紧缩困扰之际 全球股市或再迎来滞胀冲击</b></p><p>对于股市而言,通胀上升已经是一个大麻烦。俄罗斯在乌克兰开展军事行动意味着这个问题会变得更加头疼。</p><p>俄罗斯的军事行导致从石油到食品、再到天然气和铝等等各种价格普遍大涨,这可能导致经济活动受阻,加剧市场的跌势。欧盟和美国定于周四宣布新的一揽子制裁措施,也将抑制西方国家与俄罗斯--全球最大的大宗商品出口国之一--之间的贸易。</p><p>受乌克兰消息影响,全球股市大跌,欧洲和美国的主要基准指数现在牢牢处于回调区间,纳斯达克100指数则一度跌入熊市。</p><p>“近期事件的影响可以被描述为滞胀性质--价格上涨的同时经济活动下降,” Euroswitch的投资组合管理负责人Thomas Boeckelmann表示。他还将当前形势与1970年代股市的低迷相提并论。</p><p>今年以来,美联储和欧洲央行发出信号,为了遏制通胀,他们将以比预期更大的力度收紧政策。金融市场已经因此出现剧烈动荡,而任何进一步的价格压力都只会加剧投资者的担忧。</p><p><img src=\"https://static.tigerbbs.com/db6e159f6387b33b1c917d5cb453c0dc\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>俄罗斯各类资产遭血洗 忌惮制裁的华尔街疯狂出货离场</b></p><p>随着西方领导人推动对俄罗斯实施更严厉制裁,他们退出俄罗斯资产的时间窗口正在迅速关闭。</p><p>交易员表示,俄罗斯的股票和债券价格暴跌,该市场一些角落的交易活动几乎完全停滞。莫斯科证交所MOEX股指周四跌去逾三分之一,俄罗斯债券违约担保成本飙升至2009年以来最高水平。</p><p>Bank Syz的首席投资官Charles-Henry Monchau表示,“我们不知道以后是否会被禁止持有俄罗斯资产,没人知道。你不知道制裁的程度如何。因为搞不清,只能卖掉了事”。</p><p>在将俄罗斯国债和公司债的价值减值至零后,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>触发了对用俄罗斯债券作为质押品的部分财富管理公司的追加保证金要求。据知情人士透露,瑞士财富管理公司百达(Pictet)也在削减投资组合中俄罗斯资产的价值。</p><p>贸易公司Litasco SA提出以创纪录折扣出售俄罗斯原油,比基准的布伦特原油低11.20美元/桶。</p><p>其他资产也是普遍惨跌。卢布触及纪录低点。俄罗斯主权债券暴跌,部分债券跌至不良债水平,该国的信用违约互换溢价飙升至近1000。乌克兰2033年3月到期的26亿美元债券重挫,周四价格跌至37美分,当地外汇市场暂停交易,政府对每日现金取款额施加了限制。</p><p><img src=\"https://static.tigerbbs.com/26c3c8ebcc0964776edb6089846aa425\" tg-width=\"550\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>美联储官员相比乌克兰局势更担心通胀 暗示3月仍有望加息</b></p><p>尽管俄罗斯对乌克兰展开军事行动给全球经济前景蒙上了一层不确定性,但美联储官员暗示仍走在下月加息的轨道上。</p><p>美联储官员承认俄乌冲突带来了风险,不过同时也强调了应对美国40年来最严重通胀的必要性。</p><p>“除非经济出现意外转变,否则我认为3月上调联邦基金利率并在未来几个月进一步上调将是合适的,”克利夫兰联储行长Loretta Mester在周四Lyons Companies和特拉华大学主办的活动上表示。</p><p>“在决定以怎样的速度撤出宽松政策合适时,乌克兰局势发展对美国中期经济前景的影响也会是一个考虑因素,”她说道。</p><p>在俄罗斯对乌克兰展开军事行动之前,美联储官员曾大力暗示准备在3月15-16日会议上加息以对抗通胀,同时对首次加息后的行动幅度或速度持开放态度。</p><p>Mester的观点得到亚特兰大联储行长Raphael Bostic的呼应。他表示,如果经济如他预期的那样发展,他目前仍预计3月会加息。</p><p><img src=\"https://static.tigerbbs.com/2a52a7da9c9b52013aa8b0ee9d100de1\" tg-width=\"480\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p><b>油价一度升破105美元 俄乌开战令供应中断担忧陡增</b></p><p>油价自2014年以来首次突破每桶105美元,俄罗斯对乌克兰多处军事设施实施打击,引发了对本已紧张的能源出口中断的担忧。</p><p>布伦特原油期货上涨约6%,盘中最高涨9.2%至105.79美元/桶。此前俄罗斯总统普京下令军队进入乌克兰。基辅方面称此举为“全面入侵”并宣布全国戒严,美国总统拜登誓言将对莫斯科实施“严厉制裁”。</p><p>美国市场WTI原油一度突破每桶100美元。</p><p>OPEC+将于3月2日召开会议以决定4月的产油量。截至周三 ,一些主要成员国代表说三位数的油价不会令他们更快增产。他们目前的策略是每个月向市场增加40万桶/日。</p><p><img src=\"https://static.tigerbbs.com/9ea1db6261b8c2605bbf4f36a18d32b2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>美国新建住宅销量三个月来首次下滑 按揭利率上升或许开始抑制需求</b></p><p>美国住房市场经过了2021年底的火爆局面之后,1月份新建住宅销量回落,表明抵押贷款利率上升可能正在开始抑制需求。</p><p>周四公布的官方数据显示,1月份新建单户住宅销量下降4.5%至折合年率80.1万套,12月的数据修正为83.9万套。之前接受调查的经济学家的预测中值为80.3万套。</p><p>虽然一定程度上受二手房创纪录低库存的提振,新建住宅的潜在需求依然强劲,但抵押贷款利率达到2019年年中以来最高水平也意味着房市遭遇阻力。原材料价格上涨也助推了房价,令多潜在买家望而却步。</p><p>销量进一步放缓可能有助于建筑商减少因供应和运输延迟而导致的积压建筑订单。</p><p>美国普查局和住房及<a href=\"https://laohu8.com/S/C09.SI\">城市发展</a>部编制的这份新屋销售报告还显示,新建住宅的销售价格中值同比上涨13.4%,达到423300美元。</p><p><img src=\"https://static.tigerbbs.com/e4f281c37767485e753abe895add703c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>SEC对特斯拉CEO马斯克及其兄弟近期股票抛售进行调查</b></p><p>据报道,美国证券交易委员会(SEC)正在调查特斯拉CEO埃隆-马斯克(Elon Musk)和该公司董事会成员、马斯克的弟弟金巴尔-马斯克(Kimbal Musk)近期的股票抛售,以确定他们是否违反了内幕交易规则。</p><p>消息传出后,特斯拉股价一度下跌,但在午后交易中回升,涨幅超过4%。</p><p>消息人士称,SEC的调查始于去年,重点关注金巴尔出售价值1.08亿美元的特斯拉股票。而就在金巴尔出售股票的前一天,马斯克在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上发布了一项用户调查,询问他是否应该出售其在特斯拉10%的股份。</p><p>上述推文的发布引发了特斯拉股票抛售。马斯克此后继续其股票抛售,以帮助偿还与正在行使的期权相关的税收义务。</p><p>SEC拒绝对报道置评。马斯克没有立即发表评论。</p></body></html>","source":"sina","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>外媒头条:俄罗斯资产遭血洗!华尔街疯狂出货离场</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外媒头条:俄罗斯资产遭血洗!华尔街疯狂出货离场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-25 07:00 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-02-25/doc-imcwiwss2782911.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、遭受通胀和政策紧缩困扰之际 全球股市或再迎来滞胀冲击2、俄罗斯各类资产遭血洗 忌惮制裁的华尔街疯狂出货离场3、美联储官员相比乌克兰局势更担心通胀 暗示3月仍有望加息4、油价一度升破105美元 俄乌开战令供应中断担忧陡增5、美国新建住宅销量三个月来首次下滑 按揭利率上升或许开始抑制需求6、SEC对特斯拉CEO马斯克及其兄弟近期股票抛售进行调查遭受通胀...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-02-25/doc-imcwiwss2782911.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/db6e159f6387b33b1c917d5cb453c0dc","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4548":"巴美列捷福持仓",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","OEX":"标普100",".SPX":"S&P 500 Index","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF","UCO":"二倍做多彭博原油ETF","BK4555":"新能源车","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","DDG":"ProShares做空石油与天然气ETF","BK4527":"明星科技股","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4551":"寇图资本持仓","DOG":"道指反向ETF","TSLA":"特斯拉","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4504":"桥水持仓","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4099":"汽车制造商"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-02-25/doc-imcwiwss2782911.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2214920283","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、遭受通胀和政策紧缩困扰之际 全球股市或再迎来滞胀冲击2、俄罗斯各类资产遭血洗 忌惮制裁的华尔街疯狂出货离场3、美联储官员相比乌克兰局势更担心通胀 暗示3月仍有望加息4、油价一度升破105美元 俄乌开战令供应中断担忧陡增5、美国新建住宅销量三个月来首次下滑 按揭利率上升或许开始抑制需求6、SEC对特斯拉CEO马斯克及其兄弟近期股票抛售进行调查遭受通胀和政策紧缩困扰之际 全球股市或再迎来滞胀冲击对于股市而言,通胀上升已经是一个大麻烦。俄罗斯在乌克兰开展军事行动意味着这个问题会变得更加头疼。俄罗斯的军事行导致从石油到食品、再到天然气和铝等等各种价格普遍大涨,这可能导致经济活动受阻,加剧市场的跌势。欧盟和美国定于周四宣布新的一揽子制裁措施,也将抑制西方国家与俄罗斯--全球最大的大宗商品出口国之一--之间的贸易。受乌克兰消息影响,全球股市大跌,欧洲和美国的主要基准指数现在牢牢处于回调区间,纳斯达克100指数则一度跌入熊市。“近期事件的影响可以被描述为滞胀性质--价格上涨的同时经济活动下降,” Euroswitch的投资组合管理负责人Thomas Boeckelmann表示。他还将当前形势与1970年代股市的低迷相提并论。今年以来,美联储和欧洲央行发出信号,为了遏制通胀,他们将以比预期更大的力度收紧政策。金融市场已经因此出现剧烈动荡,而任何进一步的价格压力都只会加剧投资者的担忧。俄罗斯各类资产遭血洗 忌惮制裁的华尔街疯狂出货离场随着西方领导人推动对俄罗斯实施更严厉制裁,他们退出俄罗斯资产的时间窗口正在迅速关闭。交易员表示,俄罗斯的股票和债券价格暴跌,该市场一些角落的交易活动几乎完全停滞。莫斯科证交所MOEX股指周四跌去逾三分之一,俄罗斯债券违约担保成本飙升至2009年以来最高水平。Bank Syz的首席投资官Charles-Henry Monchau表示,“我们不知道以后是否会被禁止持有俄罗斯资产,没人知道。你不知道制裁的程度如何。因为搞不清,只能卖掉了事”。在将俄罗斯国债和公司债的价值减值至零后,瑞银触发了对用俄罗斯债券作为质押品的部分财富管理公司的追加保证金要求。据知情人士透露,瑞士财富管理公司百达(Pictet)也在削减投资组合中俄罗斯资产的价值。贸易公司Litasco SA提出以创纪录折扣出售俄罗斯原油,比基准的布伦特原油低11.20美元/桶。其他资产也是普遍惨跌。卢布触及纪录低点。俄罗斯主权债券暴跌,部分债券跌至不良债水平,该国的信用违约互换溢价飙升至近1000。乌克兰2033年3月到期的26亿美元债券重挫,周四价格跌至37美分,当地外汇市场暂停交易,政府对每日现金取款额施加了限制。美联储官员相比乌克兰局势更担心通胀 暗示3月仍有望加息尽管俄罗斯对乌克兰展开军事行动给全球经济前景蒙上了一层不确定性,但美联储官员暗示仍走在下月加息的轨道上。美联储官员承认俄乌冲突带来了风险,不过同时也强调了应对美国40年来最严重通胀的必要性。“除非经济出现意外转变,否则我认为3月上调联邦基金利率并在未来几个月进一步上调将是合适的,”克利夫兰联储行长Loretta Mester在周四Lyons Companies和特拉华大学主办的活动上表示。“在决定以怎样的速度撤出宽松政策合适时,乌克兰局势发展对美国中期经济前景的影响也会是一个考虑因素,”她说道。在俄罗斯对乌克兰展开军事行动之前,美联储官员曾大力暗示准备在3月15-16日会议上加息以对抗通胀,同时对首次加息后的行动幅度或速度持开放态度。Mester的观点得到亚特兰大联储行长Raphael Bostic的呼应。他表示,如果经济如他预期的那样发展,他目前仍预计3月会加息。油价一度升破105美元 俄乌开战令供应中断担忧陡增油价自2014年以来首次突破每桶105美元,俄罗斯对乌克兰多处军事设施实施打击,引发了对本已紧张的能源出口中断的担忧。布伦特原油期货上涨约6%,盘中最高涨9.2%至105.79美元/桶。此前俄罗斯总统普京下令军队进入乌克兰。基辅方面称此举为“全面入侵”并宣布全国戒严,美国总统拜登誓言将对莫斯科实施“严厉制裁”。美国市场WTI原油一度突破每桶100美元。OPEC+将于3月2日召开会议以决定4月的产油量。截至周三 ,一些主要成员国代表说三位数的油价不会令他们更快增产。他们目前的策略是每个月向市场增加40万桶/日。美国新建住宅销量三个月来首次下滑 按揭利率上升或许开始抑制需求美国住房市场经过了2021年底的火爆局面之后,1月份新建住宅销量回落,表明抵押贷款利率上升可能正在开始抑制需求。周四公布的官方数据显示,1月份新建单户住宅销量下降4.5%至折合年率80.1万套,12月的数据修正为83.9万套。之前接受调查的经济学家的预测中值为80.3万套。虽然一定程度上受二手房创纪录低库存的提振,新建住宅的潜在需求依然强劲,但抵押贷款利率达到2019年年中以来最高水平也意味着房市遭遇阻力。原材料价格上涨也助推了房价,令多潜在买家望而却步。销量进一步放缓可能有助于建筑商减少因供应和运输延迟而导致的积压建筑订单。美国普查局和住房及城市发展部编制的这份新屋销售报告还显示,新建住宅的销售价格中值同比上涨13.4%,达到423300美元。SEC对特斯拉CEO马斯克及其兄弟近期股票抛售进行调查据报道,美国证券交易委员会(SEC)正在调查特斯拉CEO埃隆-马斯克(Elon Musk)和该公司董事会成员、马斯克的弟弟金巴尔-马斯克(Kimbal Musk)近期的股票抛售,以确定他们是否违反了内幕交易规则。消息传出后,特斯拉股价一度下跌,但在午后交易中回升,涨幅超过4%。消息人士称,SEC的调查始于去年,重点关注金巴尔出售价值1.08亿美元的特斯拉股票。而就在金巴尔出售股票的前一天,马斯克在Twitter上发布了一项用户调查,询问他是否应该出售其在特斯拉10%的股份。上述推文的发布引发了特斯拉股票抛售。马斯克此后继续其股票抛售,以帮助偿还与正在行使的期权相关的税收义务。SEC拒绝对报道置评。马斯克没有立即发表评论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139296218,"gmtCreate":1621634358034,"gmtModify":1704360713869,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"Keep waiting ","listText":"Keep waiting ","text":"Keep waiting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/139296218","repostId":"1124779247","repostType":4,"repost":{"id":"1124779247","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1621602574,"share":"https://ttm.financial/m/news/1124779247?lang=&edition=fundamental","pubTime":"2021-05-21 21:09","market":"hk","language":"zh","title":"600块的腾讯是否具备投资价值","url":"https://stock-news.laohu8.com/highlight/detail?id=1124779247","media":"格隆汇","summary":"你会选择现在买入腾讯控股吗?\n大家好,我是格隆汇社区小管家,带你边吃瓜,边掌握市场最新动向:\n5月20日下午,腾讯发布2021年第一季度财报,意图在情人节给股东一个惊喜。点开财报链接时,本韭的双颊是通","content":"<p>你会选择现在买入腾讯控股吗?</p>\n<p>大家好,我是格隆汇社区小管家,带你边吃瓜,边掌握市场最新动向:</p>\n<p>5月20日下午,腾讯发布2021年第一季度财报,意图在情人节给股东一个惊喜。点开财报链接时,本韭的双颊是通红的,心情是激动的!<b>腾讯控股一季度表现并未令人失望!</b></p>\n<p>根据财报显示,2021年第一季度,腾讯控股营收达1353亿港币,同比增长25%;净利润也达490亿港币,同比增长65%。</p>\n<p><img src=\"https://static.tigerbbs.com/54206165a270e2e4e64b1ae8501d59f9\" tg-width=\"832\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>图:腾讯控股Q1利润表数据</p>\n<p>依然很赚钱的腾讯,仿佛印证了那句话:<b>钱对于腾讯来说就是一堆数字了。</b></p>\n<p>看完财报之后,本韭昨晚吃饭是吃嘛嘛香,睡觉也睡嘛嘛棒。</p>\n<p>然而好心情只持续到今天开盘...</p>\n<p><img src=\"https://static.tigerbbs.com/e02af149c594a8d61c72b04a6945ee6a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><i>崩了,崩了,情绪崩了!</i></p>\n<p><i>硬了,硬了,拳头硬了!</i></p>\n<p>开盘绿色,本韭知道要糟。果不其然,今日腾讯控股走势呈现低开低走,开盘600港币到了收盘,只剩下586港币了,今日跌幅3.28%。</p>\n<p>相信这时候,很多人都是懵逼的,就如这位格友@吃瓜群众文某:</p>\n<p><img src=\"https://static.tigerbbs.com/29ba6cd8ce8edb4e97b6004d6c8c0dff\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>他对股市发出了来自灵魂拷问。</p>\n<p>机智如本韭,还是先搞清楚腾讯为何下跌吧!我们打开“热点解读”可以找到股价和业绩背离的原因。</p>\n<p><b>一、腾讯股价为何下跌</b></p>\n<p>问题出在净利润上:腾讯首季收入同比升25%至1353亿港币,较市场预期高1%,与该行预期一致,<b>而经调整盈利为331亿,同比增长22%,就稍低于先前市场预期的28.3%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/45d6f1bcd809f57981e4586dc4016ffc\" tg-width=\"828\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>@小小一只牛引用了麦格理的研究,预计腾讯部分关联公司市占率稍显下降,预计第第二季净利润可能相对较弱,还有一点就是腾讯考虑加大投资,这些投资短期可能不会产出超额利润,可能使第二季净利润承压。</p>\n<p><img src=\"https://static.tigerbbs.com/c460b9e9e03fb458d2e5d1b2115fd96e\" tg-width=\"1080\" tg-height=\"1080\"></p>\n<p>图:格隆汇APP热股解读</p>\n<p>腾讯在季报中宣布,<b>将通过投资“部分利润”来提高投资率,</b>并会将今年非通用会计准则纯利预测削减9%,以反映其投资于SaaS产品的云、线上游戏及短视频三项额外的战略投资。</p>\n<p>换句话说,<b>在额外战投之下,预计今年腾讯控股盈利增长率仅为19%。</b></p>\n<p>格友@风来了则从现金流的角度看问题。</p>\n<p><img src=\"https://static.tigerbbs.com/2253e049977e784ea009a4a766ce5386\" tg-width=\"1080\" tg-height=\"1253\" referrerpolicy=\"no-referrer\"></p>\n<p>他指出:<b>腾讯业绩看似爆表,实则经营活动现金流大幅减少。</b></p>\n<p>财报发出后,虽然各大行纷纷给予“买入评级”。</p>\n<p><img src=\"https://static.tigerbbs.com/135d5022ac7e4ca72bfd8ba2335a59c6\" tg-width=\"1080\" tg-height=\"2060\" referrerpolicy=\"no-referrer\"></p>\n<p>图:格隆汇APP个股速递</p>\n<p>但仔细观察亦可发现,也有部分大行略微下调了腾讯控股的目标价。</p>\n<p><img src=\"https://static.tigerbbs.com/0897ff996c2635c2e411479136ca030c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>图:来自格隆汇APP个股速递</p>\n<p><b>二、腾讯表现究竟如何?</b></p>\n<p>业务方面,腾讯第一季度增值服务收入达724.43亿元,同比增长16%,其中游戏收入达436亿元,社交网络收入达288亿元;第一季度微信及 WeChat 合并月活跃账户数为12.41亿,同比增3.3%;QQ 移动终端月活跃账户数为6.06亿,同比降12.6%;</p>\n<p>网络广告业务收入达218.2亿元,同比增长23%;金融科技及企业服务收入达390.28亿元,同比增长47%。其他业务收入达20.12亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/9609bdb117945edc91732edad50807e4\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>这份财报用一个字形容就是“稳”。<b>金融科技和企业服务成长明显,成为本场最靓的仔</b>,如此体量的公司该版块业务还能取得高速的增长,<b>说明金融科技和企业服务已成为腾讯业务版图中的一个新的增长点。</b></p>\n<p>从格隆汇的股评区只言片语,还是能看出大家对此份财报比较满意。</p>\n<p><img src=\"https://static.tigerbbs.com/1b32a9443e2a6da69666d8733aea8bfc\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来看,各项业务增长都属正常,营业毛利总额增长19%,很好的数据,利润扣非22%也不错,费用增长34%偏高,考虑到腾讯去年扩招了大量的员工这个情理之中,这些突击扩招的人员很难在短期内创造出利润,<b>人员扩张那是资本,一定能在未来的业务中给更多的回报。</b></p>\n<p>就如同格友@王子文在帖子所说:坚持做正确的事,长期对股东就是好事!</p>\n<p>腾讯会议、微信视频号、企业微信、小程序等在去年都扩展得很快,需要更多的人手来实现甚至云端资源都不是小数目,从更深的分析本次财报,市场还是相当乐观,之前认为不如预期,现在细看之后觉得在预期内,这份财报不输于往年扣非增速30%财报。</p>\n<p><img src=\"https://static.tigerbbs.com/28dcaed715d5052a4489d5d5b32a0cb0\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>b</p>\n<p>四月份以来,以阿里、美团等互联网巨头公司纷纷接受反垄断调查,而对于网络巨头腾讯来说,影响肯定是有的。</p>\n<p>目前<b>除了面对字节跳动等竞争对手的指控,腾讯需面对的审查还有其音乐衍生产品方面,以及据说腾讯的金融科技部门,也即将被加强监管。</b></p>\n<p>近期港股科技股走出了连续两个多月的弱势侧面应证了投资者对于反垄断调查的担忧。腾讯发布财报后,股价不涨反跌,<b>背后的原因或为当前科技股悲观氛围所致。</b></p>\n<p>目前腾讯股价自二月中的775港币一路下跌至如今586港币,下跌幅度超20%。</p>\n<p><img src=\"https://static.tigerbbs.com/106ebd1555483436248557166acd470a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>撇开股价走势,腾讯在各方个面还是令人羡慕甚至向往的公司。</p>\n<p>比如随着一季报公布,腾讯也公布了人力薪酬,包括了年终奖的一季度薪酬包,<b>平均下来人均月薪竟达到7.6万。见此,本韭不禁流下了打工人的泪水。</b></p>\n<p><img src=\"https://static.tigerbbs.com/6dccb85f0c2e336b28d080a2479ecbf9\" tg-width=\"540\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>有时候下跌也是一种机遇,让你可以稍稍觊觎一下平常价格高到不敢买的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/6126b63e57ebc61f63d3cc3b7b99af16\" tg-width=\"828\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>比如@远山青 就认为现在是千载难逢的机会!腾讯PE已创下近十年新低,<b>十年一遇的大机会,趁势抄底</b>,小心错过拍大腿。</p>\n<p><img src=\"https://static.tigerbbs.com/9c4c2811872a77b232a14811ac4d5f98\" tg-width=\"286\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p>\n<p>现在吃完了腾讯的瓜,那么问题来了,你会选择现在买入腾讯控股吗?</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>600块的腾讯是否具备投资价值</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{ 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}\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\">\n600块的腾讯是否具备投资价值\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2021-05-21 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>你会选择现在买入腾讯控股吗?</p>\n<p>大家好,我是格隆汇社区小管家,带你边吃瓜,边掌握市场最新动向:</p>\n<p>5月20日下午,腾讯发布2021年第一季度财报,意图在情人节给股东一个惊喜。点开财报链接时,本韭的双颊是通红的,心情是激动的!<b>腾讯控股一季度表现并未令人失望!</b></p>\n<p>根据财报显示,2021年第一季度,腾讯控股营收达1353亿港币,同比增长25%;净利润也达490亿港币,同比增长65%。</p>\n<p><img src=\"https://static.tigerbbs.com/54206165a270e2e4e64b1ae8501d59f9\" tg-width=\"832\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>图:腾讯控股Q1利润表数据</p>\n<p>依然很赚钱的腾讯,仿佛印证了那句话:<b>钱对于腾讯来说就是一堆数字了。</b></p>\n<p>看完财报之后,本韭昨晚吃饭是吃嘛嘛香,睡觉也睡嘛嘛棒。</p>\n<p>然而好心情只持续到今天开盘...</p>\n<p><img src=\"https://static.tigerbbs.com/e02af149c594a8d61c72b04a6945ee6a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><i>崩了,崩了,情绪崩了!</i></p>\n<p><i>硬了,硬了,拳头硬了!</i></p>\n<p>开盘绿色,本韭知道要糟。果不其然,今日腾讯控股走势呈现低开低走,开盘600港币到了收盘,只剩下586港币了,今日跌幅3.28%。</p>\n<p>相信这时候,很多人都是懵逼的,就如这位格友@吃瓜群众文某:</p>\n<p><img src=\"https://static.tigerbbs.com/29ba6cd8ce8edb4e97b6004d6c8c0dff\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>他对股市发出了来自灵魂拷问。</p>\n<p>机智如本韭,还是先搞清楚腾讯为何下跌吧!我们打开“热点解读”可以找到股价和业绩背离的原因。</p>\n<p><b>一、腾讯股价为何下跌</b></p>\n<p>问题出在净利润上:腾讯首季收入同比升25%至1353亿港币,较市场预期高1%,与该行预期一致,<b>而经调整盈利为331亿,同比增长22%,就稍低于先前市场预期的28.3%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/45d6f1bcd809f57981e4586dc4016ffc\" tg-width=\"828\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>@小小一只牛引用了麦格理的研究,预计腾讯部分关联公司市占率稍显下降,预计第第二季净利润可能相对较弱,还有一点就是腾讯考虑加大投资,这些投资短期可能不会产出超额利润,可能使第二季净利润承压。</p>\n<p><img src=\"https://static.tigerbbs.com/c460b9e9e03fb458d2e5d1b2115fd96e\" tg-width=\"1080\" tg-height=\"1080\"></p>\n<p>图:格隆汇APP热股解读</p>\n<p>腾讯在季报中宣布,<b>将通过投资“部分利润”来提高投资率,</b>并会将今年非通用会计准则纯利预测削减9%,以反映其投资于SaaS产品的云、线上游戏及短视频三项额外的战略投资。</p>\n<p>换句话说,<b>在额外战投之下,预计今年腾讯控股盈利增长率仅为19%。</b></p>\n<p>格友@风来了则从现金流的角度看问题。</p>\n<p><img src=\"https://static.tigerbbs.com/2253e049977e784ea009a4a766ce5386\" tg-width=\"1080\" tg-height=\"1253\" referrerpolicy=\"no-referrer\"></p>\n<p>他指出:<b>腾讯业绩看似爆表,实则经营活动现金流大幅减少。</b></p>\n<p>财报发出后,虽然各大行纷纷给予“买入评级”。</p>\n<p><img src=\"https://static.tigerbbs.com/135d5022ac7e4ca72bfd8ba2335a59c6\" tg-width=\"1080\" tg-height=\"2060\" referrerpolicy=\"no-referrer\"></p>\n<p>图:格隆汇APP个股速递</p>\n<p>但仔细观察亦可发现,也有部分大行略微下调了腾讯控股的目标价。</p>\n<p><img src=\"https://static.tigerbbs.com/0897ff996c2635c2e411479136ca030c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>图:来自格隆汇APP个股速递</p>\n<p><b>二、腾讯表现究竟如何?</b></p>\n<p>业务方面,腾讯第一季度增值服务收入达724.43亿元,同比增长16%,其中游戏收入达436亿元,社交网络收入达288亿元;第一季度微信及 WeChat 合并月活跃账户数为12.41亿,同比增3.3%;QQ 移动终端月活跃账户数为6.06亿,同比降12.6%;</p>\n<p>网络广告业务收入达218.2亿元,同比增长23%;金融科技及企业服务收入达390.28亿元,同比增长47%。其他业务收入达20.12亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/9609bdb117945edc91732edad50807e4\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>这份财报用一个字形容就是“稳”。<b>金融科技和企业服务成长明显,成为本场最靓的仔</b>,如此体量的公司该版块业务还能取得高速的增长,<b>说明金融科技和企业服务已成为腾讯业务版图中的一个新的增长点。</b></p>\n<p>从格隆汇的股评区只言片语,还是能看出大家对此份财报比较满意。</p>\n<p><img src=\"https://static.tigerbbs.com/1b32a9443e2a6da69666d8733aea8bfc\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来看,各项业务增长都属正常,营业毛利总额增长19%,很好的数据,利润扣非22%也不错,费用增长34%偏高,考虑到腾讯去年扩招了大量的员工这个情理之中,这些突击扩招的人员很难在短期内创造出利润,<b>人员扩张那是资本,一定能在未来的业务中给更多的回报。</b></p>\n<p>就如同格友@王子文在帖子所说:坚持做正确的事,长期对股东就是好事!</p>\n<p>腾讯会议、微信视频号、企业微信、小程序等在去年都扩展得很快,需要更多的人手来实现甚至云端资源都不是小数目,从更深的分析本次财报,市场还是相当乐观,之前认为不如预期,现在细看之后觉得在预期内,这份财报不输于往年扣非增速30%财报。</p>\n<p><img src=\"https://static.tigerbbs.com/28dcaed715d5052a4489d5d5b32a0cb0\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>b</p>\n<p>四月份以来,以阿里、美团等互联网巨头公司纷纷接受反垄断调查,而对于网络巨头腾讯来说,影响肯定是有的。</p>\n<p>目前<b>除了面对字节跳动等竞争对手的指控,腾讯需面对的审查还有其音乐衍生产品方面,以及据说腾讯的金融科技部门,也即将被加强监管。</b></p>\n<p>近期港股科技股走出了连续两个多月的弱势侧面应证了投资者对于反垄断调查的担忧。腾讯发布财报后,股价不涨反跌,<b>背后的原因或为当前科技股悲观氛围所致。</b></p>\n<p>目前腾讯股价自二月中的775港币一路下跌至如今586港币,下跌幅度超20%。</p>\n<p><img src=\"https://static.tigerbbs.com/106ebd1555483436248557166acd470a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>撇开股价走势,腾讯在各方个面还是令人羡慕甚至向往的公司。</p>\n<p>比如随着一季报公布,腾讯也公布了人力薪酬,包括了年终奖的一季度薪酬包,<b>平均下来人均月薪竟达到7.6万。见此,本韭不禁流下了打工人的泪水。</b></p>\n<p><img src=\"https://static.tigerbbs.com/6dccb85f0c2e336b28d080a2479ecbf9\" tg-width=\"540\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>有时候下跌也是一种机遇,让你可以稍稍觊觎一下平常价格高到不敢买的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/6126b63e57ebc61f63d3cc3b7b99af16\" tg-width=\"828\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>比如@远山青 就认为现在是千载难逢的机会!腾讯PE已创下近十年新低,<b>十年一遇的大机会,趁势抄底</b>,小心错过拍大腿。</p>\n<p><img src=\"https://static.tigerbbs.com/9c4c2811872a77b232a14811ac4d5f98\" tg-width=\"286\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p>\n<p>现在吃完了腾讯的瓜,那么问题来了,你会选择现在买入腾讯控股吗?</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124779247","content_text":"你会选择现在买入腾讯控股吗?\n大家好,我是格隆汇社区小管家,带你边吃瓜,边掌握市场最新动向:\n5月20日下午,腾讯发布2021年第一季度财报,意图在情人节给股东一个惊喜。点开财报链接时,本韭的双颊是通红的,心情是激动的!腾讯控股一季度表现并未令人失望!\n根据财报显示,2021年第一季度,腾讯控股营收达1353亿港币,同比增长25%;净利润也达490亿港币,同比增长65%。\n\n图:腾讯控股Q1利润表数据\n依然很赚钱的腾讯,仿佛印证了那句话:钱对于腾讯来说就是一堆数字了。\n看完财报之后,本韭昨晚吃饭是吃嘛嘛香,睡觉也睡嘛嘛棒。\n然而好心情只持续到今天开盘...\n\n崩了,崩了,情绪崩了!\n硬了,硬了,拳头硬了!\n开盘绿色,本韭知道要糟。果不其然,今日腾讯控股走势呈现低开低走,开盘600港币到了收盘,只剩下586港币了,今日跌幅3.28%。\n相信这时候,很多人都是懵逼的,就如这位格友@吃瓜群众文某:\n\n他对股市发出了来自灵魂拷问。\n机智如本韭,还是先搞清楚腾讯为何下跌吧!我们打开“热点解读”可以找到股价和业绩背离的原因。\n一、腾讯股价为何下跌\n问题出在净利润上:腾讯首季收入同比升25%至1353亿港币,较市场预期高1%,与该行预期一致,而经调整盈利为331亿,同比增长22%,就稍低于先前市场预期的28.3%。\n\n@小小一只牛引用了麦格理的研究,预计腾讯部分关联公司市占率稍显下降,预计第第二季净利润可能相对较弱,还有一点就是腾讯考虑加大投资,这些投资短期可能不会产出超额利润,可能使第二季净利润承压。\n\n图:格隆汇APP热股解读\n腾讯在季报中宣布,将通过投资“部分利润”来提高投资率,并会将今年非通用会计准则纯利预测削减9%,以反映其投资于SaaS产品的云、线上游戏及短视频三项额外的战略投资。\n换句话说,在额外战投之下,预计今年腾讯控股盈利增长率仅为19%。\n格友@风来了则从现金流的角度看问题。\n\n他指出:腾讯业绩看似爆表,实则经营活动现金流大幅减少。\n财报发出后,虽然各大行纷纷给予“买入评级”。\n\n图:格隆汇APP个股速递\n但仔细观察亦可发现,也有部分大行略微下调了腾讯控股的目标价。\n\n图:来自格隆汇APP个股速递\n二、腾讯表现究竟如何?\n业务方面,腾讯第一季度增值服务收入达724.43亿元,同比增长16%,其中游戏收入达436亿元,社交网络收入达288亿元;第一季度微信及 WeChat 合并月活跃账户数为12.41亿,同比增3.3%;QQ 移动终端月活跃账户数为6.06亿,同比降12.6%;\n网络广告业务收入达218.2亿元,同比增长23%;金融科技及企业服务收入达390.28亿元,同比增长47%。其他业务收入达20.12亿元。\n\n这份财报用一个字形容就是“稳”。金融科技和企业服务成长明显,成为本场最靓的仔,如此体量的公司该版块业务还能取得高速的增长,说明金融科技和企业服务已成为腾讯业务版图中的一个新的增长点。\n从格隆汇的股评区只言片语,还是能看出大家对此份财报比较满意。\n\n总体来看,各项业务增长都属正常,营业毛利总额增长19%,很好的数据,利润扣非22%也不错,费用增长34%偏高,考虑到腾讯去年扩招了大量的员工这个情理之中,这些突击扩招的人员很难在短期内创造出利润,人员扩张那是资本,一定能在未来的业务中给更多的回报。\n就如同格友@王子文在帖子所说:坚持做正确的事,长期对股东就是好事!\n腾讯会议、微信视频号、企业微信、小程序等在去年都扩展得很快,需要更多的人手来实现甚至云端资源都不是小数目,从更深的分析本次财报,市场还是相当乐观,之前认为不如预期,现在细看之后觉得在预期内,这份财报不输于往年扣非增速30%财报。\n\nb\n四月份以来,以阿里、美团等互联网巨头公司纷纷接受反垄断调查,而对于网络巨头腾讯来说,影响肯定是有的。\n目前除了面对字节跳动等竞争对手的指控,腾讯需面对的审查还有其音乐衍生产品方面,以及据说腾讯的金融科技部门,也即将被加强监管。\n近期港股科技股走出了连续两个多月的弱势侧面应证了投资者对于反垄断调查的担忧。腾讯发布财报后,股价不涨反跌,背后的原因或为当前科技股悲观氛围所致。\n目前腾讯股价自二月中的775港币一路下跌至如今586港币,下跌幅度超20%。\n\n撇开股价走势,腾讯在各方个面还是令人羡慕甚至向往的公司。\n比如随着一季报公布,腾讯也公布了人力薪酬,包括了年终奖的一季度薪酬包,平均下来人均月薪竟达到7.6万。见此,本韭不禁流下了打工人的泪水。\n\n有时候下跌也是一种机遇,让你可以稍稍觊觎一下平常价格高到不敢买的股票。\n\n比如@远山青 就认为现在是千载难逢的机会!腾讯PE已创下近十年新低,十年一遇的大机会,趁势抄底,小心错过拍大腿。\n\n现在吃完了腾讯的瓜,那么问题来了,你会选择现在买入腾讯控股吗?","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113983737,"gmtCreate":1622590833129,"gmtModify":1704186764546,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"Good effortd","listText":"Good effortd","text":"Good effortd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113983737","repostId":"1177869040","repostType":4,"repost":{"id":"1177869040","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622589525,"share":"https://ttm.financial/m/news/1177869040?lang=&edition=fundamental","pubTime":"2021-06-02 07:18","market":"us","language":"zh","title":"美股散户抱团股盘后齐涨,AMC院线涨近20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177869040","media":"老虎资讯综合","summary":"6月2日,延续周二涨幅,美股盘后散户抱团股齐涨,AMC院线涨近20%,黑莓涨超13%,Express、高斯电子涨超7%,游戏驿站涨近3%。","content":"<p>6月2日,延续周二涨幅,美股盘后散户抱团股齐涨,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨近20%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超13%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超7%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨近3%。</p><p><img src=\"https://static.tigerbbs.com/f3882588fa436d60415607bf39129754\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e6945c939fbed7ff5c035c6a27e41594\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef1ffc2039106ee436b0cd72c3a004e3\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3fa64425cab22d894566d7ec47b1841e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/71298917363cc46cf848d4dc87558022\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></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美股散户抱团股盘后齐涨,AMC院线涨近20%\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\">2021-06-02 07:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月2日,延续周二涨幅,美股盘后散户抱团股齐涨,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨近20%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超13%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超7%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨近3%。</p><p><img src=\"https://static.tigerbbs.com/f3882588fa436d60415607bf39129754\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e6945c939fbed7ff5c035c6a27e41594\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef1ffc2039106ee436b0cd72c3a004e3\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3fa64425cab22d894566d7ec47b1841e\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/71298917363cc46cf848d4dc87558022\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BB":"黑莓","GME":"游戏驿站","AMC":"AMC院线","KOSS":"高斯电子","EXPR":"Express, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177869040","content_text":"6月2日,延续周二涨幅,美股盘后散户抱团股齐涨,AMC院线涨近20%,黑莓涨超13%,Express、高斯电子涨超7%,游戏驿站涨近3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198060839,"gmtCreate":1620914219221,"gmtModify":1704350391629,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/198060839","repostId":"1138315632","repostType":4,"repost":{"id":"1138315632","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620909513,"share":"https://ttm.financial/m/news/1138315632?lang=&edition=fundamental","pubTime":"2021-05-13 20:38","market":"us","language":"zh","title":"盘前:财报喜忧各异,小鹏汽车涨超5%阿里跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138315632","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段涨跌不一,纳指期货率先反弹。","content":"<p><b>【重磅数据】</b></p><p>美国至5月8日当周初请失业金人数(万人):<b>47.3,</b>为2020年3月14日当周以来最低值。预期:49,前值:49.8。</p><p>美国4月PPI月率:<b>0.6%,</b>预期:0.3%,前值:1%。</p><p><b>机构评美国初请失业金人数</b>:美国失业金申请人数上周降至新低,因商业信心增强,雇主寻求填补因限制措施而留下的空缺职位。随着越来越多的美国人接种疫苗和消费者需求增加,劳动力市场继续改善,有助于刺激经济活动。随着更多的企业和州取消限制措施,预计招聘将继续加速。</p><p><b>【期指行情】</b></p><p>美股三大指数期货在盘前时段涨跌不一,纳指期货率先反弹。美股周三大跌,隔夜公布的数据显示美国4月CPI年率录得4.2%,为消费者价格约13年来的最快上升速度,重燃了市场对于通货膨胀的担忧。</p><p><img src=\"https://static.tigerbbs.com/4484b18344de54c5c4a36e393485b82e\" tg-width=\"695\" tg-height=\"241\" referrerpolicy=\"no-referrer\"></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前跌超3%。阿里今日公布2021财年四季度及全年财报,其中<b>四季度经营亏损为人民币76.63亿元(11.70亿美元),主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元(27.82亿美元)。</b></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨超5%。财报显示,2021年第一季度<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>营收29.5亿元,同比增长616.1%,超出此前分析师预估的28.9亿元,创下历史新高。</p><p>同时,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘前涨超1%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前涨超3%。</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨超3%。B站一季度营收达39.0亿元人民币,同比增长68%。同时,B站月均活跃用户同比增长30%,达2.23亿;移动端月均活跃用户同比增长33%,达2.09亿。</p><p><b>重要美股</b></p><p>比特币大幅回调,区块链概念股普跌,<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌超7%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>跌0.1%;中概股<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>跌超6%,<a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌0.98%。</p><p>美股资源股盘前普跌,<a href=\"https://laohu8.com/S/VALE\">淡水河谷</a>跌1.94%,<a href=\"https://laohu8.com/S/RIO\">力拓</a>跌3.07%,<a href=\"https://laohu8.com/S/BBL\">必和必拓</a>跌2.96%,<a href=\"https://laohu8.com/S/AA\">美国铝业</a>跌超1%。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨1.2%,昨日马斯克宣布暂停使用比特币支付。</p><p>智能音箱制造商<a href=\"https://laohu8.com/S/SONO\">Sonos</a>盘前涨超13%,公司在昨日公布的财报中上调了全年营收预期。</p><p><b>【大宗商品】</b></p><p>◆国际油价大跌。有关美国输油管道重启的消息打压油价。同时,通胀担忧上升,全球股市下挫,也给原油市场带来额外压力。</p><p>截至发稿,WTI原油期货价格报64.74元/桶,涨幅2.03%;布伦特原油报68.00美元每桶,涨幅1.90%。</p><p><img src=\"https://static.tigerbbs.com/08ab147dc2ff7a456e553d8fa361a856\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格小幅下跌。由于美债收益率上升削弱了黄金的吸引力,美元走强也抑制了黄金价格,期货黄金价格走低。</p><p>截至发稿,国际黄金期货价格报1815.00美元/盎司,跌幅0.43%。</p><p><img src=\"https://static.tigerbbs.com/1efce0d8c39cf4dcaad4aba077d54a55\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>盘前:财报喜忧各异,小鹏汽车涨超5%阿里跌超3%</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盘前:财报喜忧各异,小鹏汽车涨超5%阿里跌超3%\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 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>【重磅数据】</b></p><p>美国至5月8日当周初请失业金人数(万人):<b>47.3,</b>为2020年3月14日当周以来最低值。预期:49,前值:49.8。</p><p>美国4月PPI月率:<b>0.6%,</b>预期:0.3%,前值:1%。</p><p><b>机构评美国初请失业金人数</b>:美国失业金申请人数上周降至新低,因商业信心增强,雇主寻求填补因限制措施而留下的空缺职位。随着越来越多的美国人接种疫苗和消费者需求增加,劳动力市场继续改善,有助于刺激经济活动。随着更多的企业和州取消限制措施,预计招聘将继续加速。</p><p><b>【期指行情】</b></p><p>美股三大指数期货在盘前时段涨跌不一,纳指期货率先反弹。美股周三大跌,隔夜公布的数据显示美国4月CPI年率录得4.2%,为消费者价格约13年来的最快上升速度,重燃了市场对于通货膨胀的担忧。</p><p><img src=\"https://static.tigerbbs.com/4484b18344de54c5c4a36e393485b82e\" tg-width=\"695\" tg-height=\"241\" referrerpolicy=\"no-referrer\"></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前跌超3%。阿里今日公布2021财年四季度及全年财报,其中<b>四季度经营亏损为人民币76.63亿元(11.70亿美元),主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元(27.82亿美元)。</b></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨超5%。财报显示,2021年第一季度<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>营收29.5亿元,同比增长616.1%,超出此前分析师预估的28.9亿元,创下历史新高。</p><p>同时,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘前涨超1%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前涨超3%。</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨超3%。B站一季度营收达39.0亿元人民币,同比增长68%。同时,B站月均活跃用户同比增长30%,达2.23亿;移动端月均活跃用户同比增长33%,达2.09亿。</p><p><b>重要美股</b></p><p>比特币大幅回调,区块链概念股普跌,<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌超7%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>跌0.1%;中概股<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>跌超6%,<a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌0.98%。</p><p>美股资源股盘前普跌,<a href=\"https://laohu8.com/S/VALE\">淡水河谷</a>跌1.94%,<a href=\"https://laohu8.com/S/RIO\">力拓</a>跌3.07%,<a href=\"https://laohu8.com/S/BBL\">必和必拓</a>跌2.96%,<a href=\"https://laohu8.com/S/AA\">美国铝业</a>跌超1%。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨1.2%,昨日马斯克宣布暂停使用比特币支付。</p><p>智能音箱制造商<a href=\"https://laohu8.com/S/SONO\">Sonos</a>盘前涨超13%,公司在昨日公布的财报中上调了全年营收预期。</p><p><b>【大宗商品】</b></p><p>◆国际油价大跌。有关美国输油管道重启的消息打压油价。同时,通胀担忧上升,全球股市下挫,也给原油市场带来额外压力。</p><p>截至发稿,WTI原油期货价格报64.74元/桶,涨幅2.03%;布伦特原油报68.00美元每桶,涨幅1.90%。</p><p><img src=\"https://static.tigerbbs.com/08ab147dc2ff7a456e553d8fa361a856\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格小幅下跌。由于美债收益率上升削弱了黄金的吸引力,美元走强也抑制了黄金价格,期货黄金价格走低。</p><p>截至发稿,国际黄金期货价格报1815.00美元/盎司,跌幅0.43%。</p><p><img src=\"https://static.tigerbbs.com/1efce0d8c39cf4dcaad4aba077d54a55\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138315632","content_text":"【重磅数据】美国至5月8日当周初请失业金人数(万人):47.3,为2020年3月14日当周以来最低值。预期:49,前值:49.8。美国4月PPI月率:0.6%,预期:0.3%,前值:1%。机构评美国初请失业金人数:美国失业金申请人数上周降至新低,因商业信心增强,雇主寻求填补因限制措施而留下的空缺职位。随着越来越多的美国人接种疫苗和消费者需求增加,劳动力市场继续改善,有助于刺激经济活动。随着更多的企业和州取消限制措施,预计招聘将继续加速。【期指行情】美股三大指数期货在盘前时段涨跌不一,纳指期货率先反弹。美股周三大跌,隔夜公布的数据显示美国4月CPI年率录得4.2%,为消费者价格约13年来的最快上升速度,重燃了市场对于通货膨胀的担忧。【盘前行情】热门中概股阿里巴巴盘前跌超3%。阿里今日公布2021财年四季度及全年财报,其中四季度经营亏损为人民币76.63亿元(11.70亿美元),主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元(27.82亿美元)。小鹏汽车盘前涨超5%。财报显示,2021年第一季度小鹏汽车营收29.5亿元,同比增长616.1%,超出此前分析师预估的28.9亿元,创下历史新高。同时,蔚来盘前涨超1%,理想汽车盘前涨超3%。哔哩哔哩盘前涨超3%。B站一季度营收达39.0亿元人民币,同比增长68%。同时,B站月均活跃用户同比增长30%,达2.23亿;移动端月均活跃用户同比增长33%,达2.09亿。重要美股比特币大幅回调,区块链概念股普跌,Marathon Patent、Riot Blockchain跌超7%,Bit Digital Inc跌0.1%;中概股嘉楠科技、第九城市跌超6%,迅雷跌0.98%。美股资源股盘前普跌,淡水河谷跌1.94%,力拓跌3.07%,必和必拓跌2.96%,美国铝业跌超1%。特斯拉盘前涨1.2%,昨日马斯克宣布暂停使用比特币支付。智能音箱制造商Sonos盘前涨超13%,公司在昨日公布的财报中上调了全年营收预期。【大宗商品】◆国际油价大跌。有关美国输油管道重启的消息打压油价。同时,通胀担忧上升,全球股市下挫,也给原油市场带来额外压力。截至发稿,WTI原油期货价格报64.74元/桶,涨幅2.03%;布伦特原油报68.00美元每桶,涨幅1.90%。◆黄金价格小幅下跌。由于美债收益率上升削弱了黄金的吸引力,美元走强也抑制了黄金价格,期货黄金价格走低。截至发稿,国际黄金期货价格报1815.00美元/盎司,跌幅0.43%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005958125,"gmtCreate":1642153982464,"gmtModify":1676533687205,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005958125","repostId":"1106363843","repostType":4,"repost":{"id":"1106363843","kind":"news","pubTimestamp":1642153329,"share":"https://ttm.financial/m/news/1106363843?lang=&edition=fundamental","pubTime":"2022-01-14 17:42","market":"sh","language":"zh","title":"中文在线的“元宇宙”故事,资本听腻了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1106363843","media":"锌刻度","summary":"“元宇宙”罩不住中文在线了?被誉为“元宇宙”龙头之一的中文在线,这下尴尬了。2022年1月11日,中国移动通信联合会元宇宙产业委员会揭牌,接纳涉足“元宇宙”的8家上市公司,包括中青宝、天下秀、风语筑等","content":"<html><head></head><body><blockquote><b>“元宇宙”罩不住<a href=\"https://laohu8.com/S/300364\">中文在线</a>了?</b></blockquote><p>被誉为“元宇宙”龙头之一的中文在线,这下尴尬了。</p><p>2022年1月11日,<a href=\"https://laohu8.com/S/CHL\">中国移动</a>通信联合会元宇宙产业委员会揭牌,接纳涉足“元宇宙”的8家上市公司,包括<a href=\"https://laohu8.com/S/300052\">中青宝</a>、<a href=\"https://laohu8.com/S/600556\">天下秀</a>、<a href=\"https://laohu8.com/S/603466\">风语筑</a>等A股“元宇宙”概念龙头,却不见中文在线的身影。</p><p>更为微妙的是,中文在线的业绩大幅预盈,却持续暴跌。</p><p>日前,中文在线发布2021年度业绩预告,预计2021年全年盈利9000万元~11000万元,比上一个财年的4892.31万元增长84%~125%,公司“文学+”业务收入增长,致净利润较上年同期有大幅增长。</p><p>万万没想到,预告发布之后股价连跌四天,其中第一个交易日暴跌7.42%,第二个交易日暴跌8.33%,第三个交易日开盘不久就暴跌8.11%。</p><p>中文在线早早发布业绩利好,不涨反跌的背后是何逻辑?涉足“元宇宙”,到底成色几何?网文市场竞争白热化,中文在线又有几分胜算?</p><p><b>蹭“元宇宙”热度,背后大有玄机</b></p><p>一般而言,年度业绩预告时间越靠前、净利润增幅越大,就越容易获得资金的关注,多只大幅预盈的股票表现的相当坚挺。</p><p>如此一来,中文在线的走势格外扎眼。</p><p>“之前,中文在线忙于蹭‘元宇宙’热度,股价过快上涨,预盈不涨反跌或与此有关。”一名私募人士如是说。</p><p>该私募人士进一步表示,<b>论蹭“元宇宙”的手段,中文在线称第二,无人敢认第一</b>。</p><p>相当长一段时间,中文在线的股价在5元~7元徘徊,直到实际控制人有了意味深长的动作,股价才起了波澜。</p><p>据爱企查数据显示,中文在线董事长童之磊为中文在线的第一大股东及实际控制人,持股比例为13.71%。</p><p><img src=\"https://static.tigerbbs.com/a8e2f16a00cdbfceee965b0b7a7c0a7e\" tg-width=\"733\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p><p>图源:爱企查</p><p>2021年10月14日,童之磊宣布拟以大宗交易的方式转让不超过公司总股本3%的股份给广州市玄元投资管理有限公司—玄元元定6号私募证券投资基金,而玄元元定6号私募证券投资基金的唯一持有人正是童之磊。</p><p>需要注意的是,这不是简单的左手倒右手,其中大有玄机。</p><p>按照证监会的相关规定,持股5%以上股东减持必须提前公告,而持股比例低于5%则不用遵守上述规定,这意味着如若减持更为隐蔽。</p><p>“巧合”之后,中文在线频频向“元宇宙”靠拢。</p><p>譬如,10月19日答复投资者:“可为元宇宙持续提供海量的IP,丰富构建虚拟世界,公司在积极研究相关方向”。</p><blockquote>再譬如,11月9日答复投资者:“公司看好元宇宙未来的发展,元宇宙是公司长期发展战略,公司已成立团队并投入相关资源,目前已申请如中文元宇宙、17元宇宙、IP元宇宙、四月天元宇宙等商标。”</blockquote><p>更绝的是,发起“中文元宇宙全球征文大赛”,最高奖高达100万元,开了网文行业涉足元宇宙的先河。</p><p>此背景下,狂热的资金纷纷涌入中文在线。</p><p>而中文在线的股价也犹如坐上了“火箭”,从2021年10月14日的5.59元一路上扬至12月13日的19.88元,涨幅高达225.64%,与中青宝并肩成为元宇宙概念的龙头。</p><p>股价抬高之后,减持随即而来。</p><p>第八大股东启迪华创宣布清仓减持7761368股,启迪孵化器宣布清仓减持3776625股,双双退出中文在线股东序列。</p><p>由此可见,<b>中文在线与“元宇宙”可以擦出多大的火花,现在不好下定论,但相关股东借此赚得盆满钵满却是一看便知。</b></p><p><b>业绩回暖,但跟元宇宙没有一毛钱关系</b></p><p>一言以蔽之,泡沫化叠加股东减持,成为中文在线股价狂泄的关键所在,哪怕业绩大幅预盈也不济于是。</p><p>另外,<b>中文在线的预盈成色也值得商榷。</b></p><p>中文在线也预告:“(2021年)报告期内,预计非经常性损益对当期净利润的影响金额约为8400万元。”</p><p>所谓非经常性损益,即非主业收入,譬如出售股权带来的收益、金融投资带来的收益等,具有不确定性、高波动性、非持续性等特点。</p><p>换而言之,中文在线2021年扣非净利润(主业)只有600万元~2600万元。</p><p>据财报数据显示,2017年~2021年前三季度,中文在线扣非净利润分别为4563万元、-19.66亿元、-6.45亿元、-4640.75万元、1284万元,也就是说中文在线的盈利能力还没有恢复到2017年的水准。</p><p><img src=\"https://static.tigerbbs.com/d215fbe6a66d6394a84a4e211ed63cb6\" tg-width=\"704\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p>盈利能力还没完全恢复</p><p><b>之所以如此,与其跨界失败有莫大的关系。</b></p><p>据公开资料显示,中文在线旗下拥有17K小说网、四月天小说网、汤圆创作等网络文学原创平台,扮演的是数字内容提供商的角色。</p><p>这一行赚钱不宜,2011年~2016年盈利能力变化不大,遂于2017年耗资14.72亿元、溢价5.26倍收购晨之科,切入游戏领域以寻求第二曲线。</p><p>万万没想到的是,这家主打二次元游戏的晨之科并非良配。</p><p>2018年~2020年,晨之科的净利润分别为-8903.93万元、-2.79亿元、-1313.42万元,非常没有成为新的增长极,反而成为中文在线的累赘,导致其不得不进行巨额商誉减值,从而影响了盈利能力。</p><p><b>那么,当下涉足“元宇宙”会重蹈覆辙吗?</b></p><p>一名业内人士告诉锌刻度:“中文在线的实际业务范畴未变,营业收入与净利润的来源未变,与‘元宇宙’扯上关系不过是旧瓶装新酒,早就引起深交所的质疑。”</p><p>该业内人士进一步表示,中文在线挺进“元宇宙”的打法并无优势:网络征文并无技术壁垒,极易被模仿,且征文活动的稿件并未要求排他性;网文改编为“元宇宙”故事及影视作品尚早,毕竟“元宇宙”的雏形都还没有定下来,目前行业主要聚焦技术层面。</p><p>“元宇宙所涉及的应用终端是否普及,能否真正建立虚拟和现实的联系,以及是否有真实的落地场景,存在不确定性。”中文在线也坦承基本面未发生重大变化,“公司已经进行元宇宙的布局,但仍处于探索尝试阶段,项目未来的实施进度以及能否达到公司预计的效果,存在较大的不确定性,且对公司短期经营业绩不构成重大影响。”</p><p>换而言之,<b>中文在线的“元宇宙”故事,没有其说那么动听。</b></p><p><b>两线作战,中文在线如何突围?</b></p><p>抛开“元宇宙”不谈,中文在线的竞争势态并不乐观。</p><p>一方面,<b>免费网文兴起,打破付费阅读为主导的格局,免费付费之争白热化。</b></p><p>自2018年下半年,七猫小说、番茄小说、书旗小说、飞度小说等喊着免费阅读口号的移动阅读APP横插一脚,凭借大量免费内容,并辅以现金阅读激励,“用钱开路”重塑昔日盗文主导市场,将免费小说的底色由灰转白。</p><blockquote>据QuestMobile发布的《2020<a href=\"https://laohu8.com/S/600941\">中国移动</a>互联网年度大报告·下》显示,2020年12月,免费阅读APP行业用户规模1.44亿,较上年同期的1.18亿,增长了22%。付费网文APP的状况正好相反,行业月活跃用户从2019年12月的2.54亿,下滑到2.19亿,降幅13.7%。</blockquote><p>作为付费阵营一员的中文在线,自然也受到冲击。</p><p>所幸,中文在线与七猫小说在数字内容授权展开了合作,也在一定程度上间接享受到免费小说的成长红利。</p><p>另外一方面,<b>与其对标的<a href=\"https://laohu8.com/S/603533\">掌阅科技</a>不容小觑,双方呈现缠斗之势。</b></p><p>据掌阅科技财报显示,2021年前三季度营业收入为15.97亿元,同比增长6.81%;净利润为1.49亿元,同比下滑10.46%;扣非净利润为1.47亿元,同比下滑9.77%。</p><p>这意味着,掌阅科技的营业收入、净利润与扣非净利润这三大指标均高了中文在线一大截,不过后者出海上更为占优。</p><p>中文在线的出海产品线较为丰富,拥有Chapters、Screen、Spotlight、Kiss等多个平台,2021年上半年营业收入为3.34亿元,而掌阅科技主要依赖iReader海外版,2021年上半年营业收入为1.48亿元。</p><p><img src=\"https://static.tigerbbs.com/09710d821259c30452d6462bbbd00032\" tg-width=\"675\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p>中文在线的人气图</p><p>需要注意的是,对垒的双方背后都不乏巨头站台。</p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>与<a href=\"https://laohu8.com/S/00772\">阅文集团</a>为中文在线的股东,而字节跳动、B站入股了掌阅科技,巨头们加持之下,这场竞赛短时间内难入终局。</p><p>总而言之,<b>在网文领域竞争愈发激烈之际,中文在线将精力倾注于“元宇宙”,是否正确尚无法给出结论,唯一确定的是如若没有业绩支撑,再好的概念也是无根之木。</b></p><p>毕竟,昙花一现,不能持久。</p></body></html>","source":"lsy1568158634801","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>中文在线的“元宇宙”故事,资本听腻了?</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中文在线的“元宇宙”故事,资本听腻了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 17:42 北京时间 <a href=https://mp.weixin.qq.com/s/bpAZS7d6aIk7IkESp6AL5w><strong>锌刻度</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“元宇宙”罩不住中文在线了?被誉为“元宇宙”龙头之一的中文在线,这下尴尬了。2022年1月11日,中国移动通信联合会元宇宙产业委员会揭牌,接纳涉足“元宇宙”的8家上市公司,包括中青宝、天下秀、风语筑等A股“元宇宙”概念龙头,却不见中文在线的身影。更为微妙的是,中文在线的业绩大幅预盈,却持续暴跌。日前,中文在线发布2021年度业绩预告,预计2021年全年盈利9000万元~11000万元,比上一个财年...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/bpAZS7d6aIk7IkESp6AL5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d12ba6d4abafb70216f4d41c63dd343","relate_stocks":{"300364":"中文在线"},"source_url":"https://mp.weixin.qq.com/s/bpAZS7d6aIk7IkESp6AL5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106363843","content_text":"“元宇宙”罩不住中文在线了?被誉为“元宇宙”龙头之一的中文在线,这下尴尬了。2022年1月11日,中国移动通信联合会元宇宙产业委员会揭牌,接纳涉足“元宇宙”的8家上市公司,包括中青宝、天下秀、风语筑等A股“元宇宙”概念龙头,却不见中文在线的身影。更为微妙的是,中文在线的业绩大幅预盈,却持续暴跌。日前,中文在线发布2021年度业绩预告,预计2021年全年盈利9000万元~11000万元,比上一个财年的4892.31万元增长84%~125%,公司“文学+”业务收入增长,致净利润较上年同期有大幅增长。万万没想到,预告发布之后股价连跌四天,其中第一个交易日暴跌7.42%,第二个交易日暴跌8.33%,第三个交易日开盘不久就暴跌8.11%。中文在线早早发布业绩利好,不涨反跌的背后是何逻辑?涉足“元宇宙”,到底成色几何?网文市场竞争白热化,中文在线又有几分胜算?蹭“元宇宙”热度,背后大有玄机一般而言,年度业绩预告时间越靠前、净利润增幅越大,就越容易获得资金的关注,多只大幅预盈的股票表现的相当坚挺。如此一来,中文在线的走势格外扎眼。“之前,中文在线忙于蹭‘元宇宙’热度,股价过快上涨,预盈不涨反跌或与此有关。”一名私募人士如是说。该私募人士进一步表示,论蹭“元宇宙”的手段,中文在线称第二,无人敢认第一。相当长一段时间,中文在线的股价在5元~7元徘徊,直到实际控制人有了意味深长的动作,股价才起了波澜。据爱企查数据显示,中文在线董事长童之磊为中文在线的第一大股东及实际控制人,持股比例为13.71%。图源:爱企查2021年10月14日,童之磊宣布拟以大宗交易的方式转让不超过公司总股本3%的股份给广州市玄元投资管理有限公司—玄元元定6号私募证券投资基金,而玄元元定6号私募证券投资基金的唯一持有人正是童之磊。需要注意的是,这不是简单的左手倒右手,其中大有玄机。按照证监会的相关规定,持股5%以上股东减持必须提前公告,而持股比例低于5%则不用遵守上述规定,这意味着如若减持更为隐蔽。“巧合”之后,中文在线频频向“元宇宙”靠拢。譬如,10月19日答复投资者:“可为元宇宙持续提供海量的IP,丰富构建虚拟世界,公司在积极研究相关方向”。再譬如,11月9日答复投资者:“公司看好元宇宙未来的发展,元宇宙是公司长期发展战略,公司已成立团队并投入相关资源,目前已申请如中文元宇宙、17元宇宙、IP元宇宙、四月天元宇宙等商标。”更绝的是,发起“中文元宇宙全球征文大赛”,最高奖高达100万元,开了网文行业涉足元宇宙的先河。此背景下,狂热的资金纷纷涌入中文在线。而中文在线的股价也犹如坐上了“火箭”,从2021年10月14日的5.59元一路上扬至12月13日的19.88元,涨幅高达225.64%,与中青宝并肩成为元宇宙概念的龙头。股价抬高之后,减持随即而来。第八大股东启迪华创宣布清仓减持7761368股,启迪孵化器宣布清仓减持3776625股,双双退出中文在线股东序列。由此可见,中文在线与“元宇宙”可以擦出多大的火花,现在不好下定论,但相关股东借此赚得盆满钵满却是一看便知。业绩回暖,但跟元宇宙没有一毛钱关系一言以蔽之,泡沫化叠加股东减持,成为中文在线股价狂泄的关键所在,哪怕业绩大幅预盈也不济于是。另外,中文在线的预盈成色也值得商榷。中文在线也预告:“(2021年)报告期内,预计非经常性损益对当期净利润的影响金额约为8400万元。”所谓非经常性损益,即非主业收入,譬如出售股权带来的收益、金融投资带来的收益等,具有不确定性、高波动性、非持续性等特点。换而言之,中文在线2021年扣非净利润(主业)只有600万元~2600万元。据财报数据显示,2017年~2021年前三季度,中文在线扣非净利润分别为4563万元、-19.66亿元、-6.45亿元、-4640.75万元、1284万元,也就是说中文在线的盈利能力还没有恢复到2017年的水准。盈利能力还没完全恢复之所以如此,与其跨界失败有莫大的关系。据公开资料显示,中文在线旗下拥有17K小说网、四月天小说网、汤圆创作等网络文学原创平台,扮演的是数字内容提供商的角色。这一行赚钱不宜,2011年~2016年盈利能力变化不大,遂于2017年耗资14.72亿元、溢价5.26倍收购晨之科,切入游戏领域以寻求第二曲线。万万没想到的是,这家主打二次元游戏的晨之科并非良配。2018年~2020年,晨之科的净利润分别为-8903.93万元、-2.79亿元、-1313.42万元,非常没有成为新的增长极,反而成为中文在线的累赘,导致其不得不进行巨额商誉减值,从而影响了盈利能力。那么,当下涉足“元宇宙”会重蹈覆辙吗?一名业内人士告诉锌刻度:“中文在线的实际业务范畴未变,营业收入与净利润的来源未变,与‘元宇宙’扯上关系不过是旧瓶装新酒,早就引起深交所的质疑。”该业内人士进一步表示,中文在线挺进“元宇宙”的打法并无优势:网络征文并无技术壁垒,极易被模仿,且征文活动的稿件并未要求排他性;网文改编为“元宇宙”故事及影视作品尚早,毕竟“元宇宙”的雏形都还没有定下来,目前行业主要聚焦技术层面。“元宇宙所涉及的应用终端是否普及,能否真正建立虚拟和现实的联系,以及是否有真实的落地场景,存在不确定性。”中文在线也坦承基本面未发生重大变化,“公司已经进行元宇宙的布局,但仍处于探索尝试阶段,项目未来的实施进度以及能否达到公司预计的效果,存在较大的不确定性,且对公司短期经营业绩不构成重大影响。”换而言之,中文在线的“元宇宙”故事,没有其说那么动听。两线作战,中文在线如何突围?抛开“元宇宙”不谈,中文在线的竞争势态并不乐观。一方面,免费网文兴起,打破付费阅读为主导的格局,免费付费之争白热化。自2018年下半年,七猫小说、番茄小说、书旗小说、飞度小说等喊着免费阅读口号的移动阅读APP横插一脚,凭借大量免费内容,并辅以现金阅读激励,“用钱开路”重塑昔日盗文主导市场,将免费小说的底色由灰转白。据QuestMobile发布的《2020中国移动互联网年度大报告·下》显示,2020年12月,免费阅读APP行业用户规模1.44亿,较上年同期的1.18亿,增长了22%。付费网文APP的状况正好相反,行业月活跃用户从2019年12月的2.54亿,下滑到2.19亿,降幅13.7%。作为付费阵营一员的中文在线,自然也受到冲击。所幸,中文在线与七猫小说在数字内容授权展开了合作,也在一定程度上间接享受到免费小说的成长红利。另外一方面,与其对标的掌阅科技不容小觑,双方呈现缠斗之势。据掌阅科技财报显示,2021年前三季度营业收入为15.97亿元,同比增长6.81%;净利润为1.49亿元,同比下滑10.46%;扣非净利润为1.47亿元,同比下滑9.77%。这意味着,掌阅科技的营业收入、净利润与扣非净利润这三大指标均高了中文在线一大截,不过后者出海上更为占优。中文在线的出海产品线较为丰富,拥有Chapters、Screen、Spotlight、Kiss等多个平台,2021年上半年营业收入为3.34亿元,而掌阅科技主要依赖iReader海外版,2021年上半年营业收入为1.48亿元。中文在线的人气图需要注意的是,对垒的双方背后都不乏巨头站台。百度、腾讯与阅文集团为中文在线的股东,而字节跳动、B站入股了掌阅科技,巨头们加持之下,这场竞赛短时间内难入终局。总而言之,在网文领域竞争愈发激烈之际,中文在线将精力倾注于“元宇宙”,是否正确尚无法给出结论,唯一确定的是如若没有业绩支撑,再好的概念也是无根之木。毕竟,昙花一现,不能持久。","news_type":1},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194683937,"gmtCreate":1621377221929,"gmtModify":1704356486295,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li 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Reserve)会议结果,美国股市开盘上涨,此前市场又经历一个疯狂的交易日。美联储本次会议预计将为2022年定下基调。道琼斯工业指数上涨约308点,涨幅0.9%","content":"<html><head></head><body><p>周三,投资者等待美联储(Federal Reserve)会议结果,美国股市开盘上涨,此前市场又经历一个疯狂的交易日。美联储本次会议预计将为2022年定下基调。</p><p>道琼斯工业指数上涨约308点,涨幅0.9%。标准普尔500指数上涨1.5%。纳斯达克综合指数上涨2.5%。</p><p>Pictet Asset Management首席策略师卢卡•保里尼(Luca Paolini)表示:“今天的焦点将是美联储,而新闻发布会的基调是重点。人们可能会认为,鉴于市场动荡和地缘政治紧张局势,美联储可能会缓和措辞。”</p><p>衡量预期波动率的VIX指数下降2.8点,至28.4点,该指数有时被称为华尔街的恐慌指标。本周随着股市下跌,该指数上升。</p><p>美联储将在周三结束为期两天的政策会议,并在当地时间下午发表声明。美联储预计不会做出任何政策调整,但投资者将寻找今年晚些时候美联储将在何时以及在多大程度上加息线索。市场参与者还将寻找美联储将采取进一步措施解除疫情时期援助的暗示。</p><p>2020年3月,当疫情在全球爆发时,美联储将利率降至接近零的水平。2020年9月,美联储官员表示,他们将维持利率不变,直到通胀预期温和超过2%,直到劳动力市场回到与充分就业一致的水平。</p><p>美联储可以利用周三会后声明宣布,它基本上实现这两个目标。按照美联储偏爱的指标,剔除波动较大的食品和能源类别,去年11月通胀率较上年同期飙升至4.7%,轻松超过第一个目标。大多数美联储官员表示,去年下半年失业率大幅下降(12月降至3.9%),再加上工资的强劲增长,几乎实现第二个目标。</p><p>这样的承认将使美联储能够发出迄今最明确的信号,表明它准备在3月15日至16日的会议上加息25个基点。</p><p>鲍威尔可能会在通胀前景问题上受到压力,这可能会影响美联储加息次数。他1月在国会作证时提出自己最新想法。他说,通货膨胀居高不下是因为供需失衡。</p><p>市场策略师认为,近期市场波动不太可能阻止美联储今年加息至多四次。周二,道琼斯工业平均指数收盘下跌66点,跌幅0.2%。一天前,道琼斯工业指数从1115点下跌中反弹,小幅上涨。</p><p>标准普尔500指数(S&P 500)和纳斯达克综合指数(Nasdaq Composite)周二收盘时也远低于盘中低点,但仍分别下跌1.2%和2.3%。</p><p><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>(BlackRock)的瑞德(Rick Rieder)表示:“我们正处于一个紧缩环境中。”“利率将呈上升趋势,波动性将会更高。”</p><p>由于预期美联储将收紧货币政策,美国国债收益率在年初大幅飙升。周三基准的10年期国债收益率在1.78%左右。</p><p>个股方面,<a href=\"https://laohu8.com/S/MSFT\">微软</a>发布财报后,科技股在早盘交易中反弹。微软发布好于预期的季度营收指引后,股价上涨5.5%。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(Apple)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(Amazon)、Netflix和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(Nvidia)股价纷纷走高。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价上涨4.2%,这家电动汽车公司定于收盘后公布财报。</p><p>波音公司去年四季度业绩不及预期,跌2%,787梦想飞机(787 Dreamliner)项目税前支出为35亿美元。Moderna在早盘交易中上涨4.3%,在连续8天下跌后出现反弹。</p></body></html>","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>纳指涨逾2%!市场屏息以待美联储主席鲍威尔新闻发布会</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纳指涨逾2%!市场屏息以待美联储主席鲍威尔新闻发布会\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\">2022-01-26 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三,投资者等待美联储(Federal Reserve)会议结果,美国股市开盘上涨,此前市场又经历一个疯狂的交易日。美联储本次会议预计将为2022年定下基调。</p><p>道琼斯工业指数上涨约308点,涨幅0.9%。标准普尔500指数上涨1.5%。纳斯达克综合指数上涨2.5%。</p><p>Pictet Asset Management首席策略师卢卡•保里尼(Luca Paolini)表示:“今天的焦点将是美联储,而新闻发布会的基调是重点。人们可能会认为,鉴于市场动荡和地缘政治紧张局势,美联储可能会缓和措辞。”</p><p>衡量预期波动率的VIX指数下降2.8点,至28.4点,该指数有时被称为华尔街的恐慌指标。本周随着股市下跌,该指数上升。</p><p>美联储将在周三结束为期两天的政策会议,并在当地时间下午发表声明。美联储预计不会做出任何政策调整,但投资者将寻找今年晚些时候美联储将在何时以及在多大程度上加息线索。市场参与者还将寻找美联储将采取进一步措施解除疫情时期援助的暗示。</p><p>2020年3月,当疫情在全球爆发时,美联储将利率降至接近零的水平。2020年9月,美联储官员表示,他们将维持利率不变,直到通胀预期温和超过2%,直到劳动力市场回到与充分就业一致的水平。</p><p>美联储可以利用周三会后声明宣布,它基本上实现这两个目标。按照美联储偏爱的指标,剔除波动较大的食品和能源类别,去年11月通胀率较上年同期飙升至4.7%,轻松超过第一个目标。大多数美联储官员表示,去年下半年失业率大幅下降(12月降至3.9%),再加上工资的强劲增长,几乎实现第二个目标。</p><p>这样的承认将使美联储能够发出迄今最明确的信号,表明它准备在3月15日至16日的会议上加息25个基点。</p><p>鲍威尔可能会在通胀前景问题上受到压力,这可能会影响美联储加息次数。他1月在国会作证时提出自己最新想法。他说,通货膨胀居高不下是因为供需失衡。</p><p>市场策略师认为,近期市场波动不太可能阻止美联储今年加息至多四次。周二,道琼斯工业平均指数收盘下跌66点,跌幅0.2%。一天前,道琼斯工业指数从1115点下跌中反弹,小幅上涨。</p><p>标准普尔500指数(S&P 500)和纳斯达克综合指数(Nasdaq Composite)周二收盘时也远低于盘中低点,但仍分别下跌1.2%和2.3%。</p><p><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>(BlackRock)的瑞德(Rick Rieder)表示:“我们正处于一个紧缩环境中。”“利率将呈上升趋势,波动性将会更高。”</p><p>由于预期美联储将收紧货币政策,美国国债收益率在年初大幅飙升。周三基准的10年期国债收益率在1.78%左右。</p><p>个股方面,<a href=\"https://laohu8.com/S/MSFT\">微软</a>发布财报后,科技股在早盘交易中反弹。微软发布好于预期的季度营收指引后,股价上涨5.5%。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(Apple)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(Amazon)、Netflix和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(Nvidia)股价纷纷走高。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价上涨4.2%,这家电动汽车公司定于收盘后公布财报。</p><p>波音公司去年四季度业绩不及预期,跌2%,787梦想飞机(787 Dreamliner)项目税前支出为35亿美元。Moderna在早盘交易中上涨4.3%,在连续8天下跌后出现反弹。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147036450","content_text":"周三,投资者等待美联储(Federal Reserve)会议结果,美国股市开盘上涨,此前市场又经历一个疯狂的交易日。美联储本次会议预计将为2022年定下基调。道琼斯工业指数上涨约308点,涨幅0.9%。标准普尔500指数上涨1.5%。纳斯达克综合指数上涨2.5%。Pictet Asset Management首席策略师卢卡•保里尼(Luca Paolini)表示:“今天的焦点将是美联储,而新闻发布会的基调是重点。人们可能会认为,鉴于市场动荡和地缘政治紧张局势,美联储可能会缓和措辞。”衡量预期波动率的VIX指数下降2.8点,至28.4点,该指数有时被称为华尔街的恐慌指标。本周随着股市下跌,该指数上升。美联储将在周三结束为期两天的政策会议,并在当地时间下午发表声明。美联储预计不会做出任何政策调整,但投资者将寻找今年晚些时候美联储将在何时以及在多大程度上加息线索。市场参与者还将寻找美联储将采取进一步措施解除疫情时期援助的暗示。2020年3月,当疫情在全球爆发时,美联储将利率降至接近零的水平。2020年9月,美联储官员表示,他们将维持利率不变,直到通胀预期温和超过2%,直到劳动力市场回到与充分就业一致的水平。美联储可以利用周三会后声明宣布,它基本上实现这两个目标。按照美联储偏爱的指标,剔除波动较大的食品和能源类别,去年11月通胀率较上年同期飙升至4.7%,轻松超过第一个目标。大多数美联储官员表示,去年下半年失业率大幅下降(12月降至3.9%),再加上工资的强劲增长,几乎实现第二个目标。这样的承认将使美联储能够发出迄今最明确的信号,表明它准备在3月15日至16日的会议上加息25个基点。鲍威尔可能会在通胀前景问题上受到压力,这可能会影响美联储加息次数。他1月在国会作证时提出自己最新想法。他说,通货膨胀居高不下是因为供需失衡。市场策略师认为,近期市场波动不太可能阻止美联储今年加息至多四次。周二,道琼斯工业平均指数收盘下跌66点,跌幅0.2%。一天前,道琼斯工业指数从1115点下跌中反弹,小幅上涨。标准普尔500指数(S&P 500)和纳斯达克综合指数(Nasdaq Composite)周二收盘时也远低于盘中低点,但仍分别下跌1.2%和2.3%。贝莱德(BlackRock)的瑞德(Rick Rieder)表示:“我们正处于一个紧缩环境中。”“利率将呈上升趋势,波动性将会更高。”由于预期美联储将收紧货币政策,美国国债收益率在年初大幅飙升。周三基准的10年期国债收益率在1.78%左右。个股方面,微软发布财报后,科技股在早盘交易中反弹。微软发布好于预期的季度营收指引后,股价上涨5.5%。苹果(Apple)、亚马逊(Amazon)、Netflix和英伟达(Nvidia)股价纷纷走高。特斯拉股价上涨4.2%,这家电动汽车公司定于收盘后公布财报。波音公司去年四季度业绩不及预期,跌2%,787梦想飞机(787 Dreamliner)项目税前支出为35亿美元。Moderna在早盘交易中上涨4.3%,在连续8天下跌后出现反弹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834843279,"gmtCreate":1629792852891,"gmtModify":1676530132663,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li Guixi","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"themes":[],"htmlText":"Good to buy ?","listText":"Good to buy ?","text":"Good to buy 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