2startup personal page - To The Moon

2startup

太境投资，支持某多，淘汰某宝！

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2020-12-31

ni'ce neo year

Reminder: List of Main Market Closure Arrangements during New Year's Day Holiday

2020-12-29

depolar & pluralism be the eco in midkingdom

@我是大夫:当前互联网反垄断的形势及我们的任务

2020-12-29

he that believes may strand. mildness doesn't necessarily leads to push again in midland

@ItsChuck1:反垄断之下，国内互联网巨头们集体大跌，作为投资者我们该如何选择

2020-12-25

nice.

Closure Reminder: A List of Main Market Closure Arrangements during Christmas Holiday

Go to Tiger App to see more news

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ICE's Brent crude oil contract was closed for trading throughout the day.</p><p>On December 31st, HKEX's US dollar, gold and index futures were closed at 12:30 on the same day, and individual stock futures were closed at 12:00 on the same day;</p><p>On January 1st, HKEX's index futures, RMB, individual stock futures, US dollar and gold were closed all day.</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>Reminder: List of Main Market Closure Arrangements during New Year's Day Holiday</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nReminder: List of Main Market Closure Arrangements during New Year's Day Holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2020-12-29 11:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The New Year's Day holiday on January 1, 2021 is approaching, and the morning opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/e5480e20c4739f79659057fb7789750d\" tg-width=\"953\" tg-height=\"584\"><b>Hong Kong stocks:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual on Monday, January 4.</p><p><b>U.S. stocks:</b></p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual from Monday, January 4.</p><p><b>A shares:</b></p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual from Monday, January 4.</p><p><b>UK shares:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Australian stocks:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Singapore Market:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Hong Kong Stock Connect:</b></p><p>Thursday, December 31, 2020 Trading half day, afternoon closed service.</p><p>Service will not be available on Friday, January 1, 2021.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available on Friday, January 1, 2021.</p><p><b>Futures markets:</b></p><p>On January 1st, CME's precious metals, U.S. crude oil and foreign exchange contracts were closed all day. ICE's Brent crude oil contract was closed for trading throughout the day.</p><p>On December 31st, HKEX's US dollar, gold and index futures were closed at 12:30 on the same day, and individual stock futures were closed at 12:00 on the same day;</p><p>On January 1st, HKEX's index futures, RMB, individual stock futures, US dollar and gold were closed all day.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca4efdc822d20b4d7f0ca04c164ac3b0","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129349659","content_text":"2021年1月1日元旦假期即将来临，部分交易所的早市开市和收市时间有所变动，敬请各位投资者密切留意。港股：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市，1月4日（星期一）照常开市。美股：2021年1月1日（星期五）全天休市，1月4日（星期一）起照常开市。A股：2021年1月1日（星期五）全天休市，1月4日（星期一）起照常开市。英股：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市。澳股：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市。新加坡市场：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市。港股通：2020年12月31日（星期四）交易半日，下午关闭服务。2021年1月1日（星期五）不提供服务。沪股通、深股通：2021年1月1日（星期五）不提供服务。期货市场：1月1日，CME旗下贵金属、美国原油与外汇合约交易全天休市。ICE旗下布伦特原油合约交易全天休市。12月31日，HKEX旗下美元、黄金、指数类期货于当天12:30休市，个股期货于当天12:00休市；1月1日，HKEX旗下指数类期货、人民币、个股期货、美元、黄金全天休市。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333189027,"gmtCreate":1609209283969,"gmtModify":1704977839558,"author":{"id":"3571747364743154","authorId":"3571747364743154","name":"2startup","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571747364743154","idStr":"3571747364743154"},"themes":[],"htmlText":"depolar &amp; pluralism be the eco in midkingdom","listText":"depolar &amp; pluralism be the eco in midkingdom","text":"depolar & pluralism be the eco in midkingdom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333189027","repostId":"333354102","repostType":1,"repost":{"id":333354102,"gmtCreate":1609188172406,"gmtModify":1704977759425,"author":{"id":"3451725711716572","authorId":"3451725711716572","name":"我是大夫","avatar":"https://static.tigerbbs.com/9fcd00e92ccccb5a053f3719276231bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451725711716572","idStr":"3451725711716572"},"themes":[],"title":"当前互联网反垄断的形势及我们的任务","htmlText":"<a href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>這兩天，市場對中概互聯反應激烈，我也一直在思考反壟斷究竟會對互聯網企業帶來多深多強的影響，現分享一下對總體形勢和具體個股的看法。 以我在中央國家機關多年的工作經歷，但凡政治局定調的方針，相關職能部門一定會迅速行動，落實中央的指示精神和決策部署。短期內會有組合拳打出來，不幸的企業各有各的不幸；長期看，互聯網反壟斷一定不是一陣風，過去的事情可以翻篇，但未來一定會持續遏制“互聯網+資本”的強勢擴張，任何民營和外資都不能傷及國本。在中國，首先要講政治！ 我判斷互聯網企業整體在半年內都不會太好，殺估值是必然的，本來今年就漲太多。當市場適應監管常態化後，會慢慢地回暖。 可以肯定，監管不是要一杆子打翻整個互聯網行業，也不是要整死某個企業。互聯網的特點就是克服物理界限從而弗遠**，這也是互聯網企業以規模求效率的內在動因。理解這一點，你就會明白爲什麼互聯網企業更容易形成壟斷格局。除非徹底消滅互聯網，否則即便消滅掉某個巨頭，還會有新的玩家填補這個空白。世界是厭惡真空的！ 騰訊 1、騰訊屬於產品和內容型企業，而非平臺類，理論上不是本輪反壟斷重點，但樹大招風難免被波及。 2、騰訊在通訊社交領域是絕對壟斷，這主要得益於微信等產品的先發優勢和迭代能力，也有國家刻意保護的成分。因爲通訊社交涉及國家安全（想想阿拉伯之春是怎麼爆發的？），一個配合服從國家監管的本土巨頭要遠好於一個碎片化的市場。基辛格曾說，讓我說服歐盟，我電話該打給誰？從全球範圍看，通訊社交軟件在一個國家或地區都是一種產品壟斷。 3、騰訊在商業化方面比較剋制，在金融領域十分審慎。騰訊優勢在遊戲，這個離民生比較遠，監管更多是防止青少年網","listText":"<a href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>這兩天，市場對中概互聯反應激烈，我也一直在思考反壟斷究竟會對互聯網企業帶來多深多強的影響，現分享一下對總體形勢和具體個股的看法。 以我在中央國家機關多年的工作經歷，但凡政治局定調的方針，相關職能部門一定會迅速行動，落實中央的指示精神和決策部署。短期內會有組合拳打出來，不幸的企業各有各的不幸；長期看，互聯網反壟斷一定不是一陣風，過去的事情可以翻篇，但未來一定會持續遏制“互聯網+資本”的強勢擴張，任何民營和外資都不能傷及國本。在中國，首先要講政治！ 我判斷互聯網企業整體在半年內都不會太好，殺估值是必然的，本來今年就漲太多。當市場適應監管常態化後，會慢慢地回暖。 可以肯定，監管不是要一杆子打翻整個互聯網行業，也不是要整死某個企業。互聯網的特點就是克服物理界限從而弗遠**，這也是互聯網企業以規模求效率的內在動因。理解這一點，你就會明白爲什麼互聯網企業更容易形成壟斷格局。除非徹底消滅互聯網，否則即便消滅掉某個巨頭，還會有新的玩家填補這個空白。世界是厭惡真空的！ 騰訊 1、騰訊屬於產品和內容型企業，而非平臺類，理論上不是本輪反壟斷重點，但樹大招風難免被波及。 2、騰訊在通訊社交領域是絕對壟斷，這主要得益於微信等產品的先發優勢和迭代能力，也有國家刻意保護的成分。因爲通訊社交涉及國家安全（想想阿拉伯之春是怎麼爆發的？），一個配合服從國家監管的本土巨頭要遠好於一個碎片化的市場。基辛格曾說，讓我說服歐盟，我電話該打給誰？從全球範圍看，通訊社交軟件在一個國家或地區都是一種產品壟斷。 3、騰訊在商業化方面比較剋制，在金融領域十分審慎。騰訊優勢在遊戲，這個離民生比較遠，監管更多是防止青少年網","text":"$騰訊控股(00700)$$阿里巴巴(BABA)$這兩天，市場對中概互聯反應激烈，我也一直在思考反壟斷究竟會對互聯網企業帶來多深多強的影響，現分享一下對總體形勢和具體個股的看法。 以我在中央國家機關多年的工作經歷，但凡政治局定調的方針，相關職能部門一定會迅速行動，落實中央的指示精神和決策部署。短期內會有組合拳打出來，不幸的企業各有各的不幸；長期看，互聯網反壟斷一定不是一陣風，過去的事情可以翻篇，但未來一定會持續遏制“互聯網+資本”的強勢擴張，任何民營和外資都不能傷及國本。在中國，首先要講政治！ 我判斷互聯網企業整體在半年內都不會太好，殺估值是必然的，本來今年就漲太多。當市場適應監管常態化後，會慢慢地回暖。 可以肯定，監管不是要一杆子打翻整個互聯網行業，也不是要整死某個企業。互聯網的特點就是克服物理界限從而弗遠**，這也是互聯網企業以規模求效率的內在動因。理解這一點，你就會明白爲什麼互聯網企業更容易形成壟斷格局。除非徹底消滅互聯網，否則即便消滅掉某個巨頭，還會有新的玩家填補這個空白。世界是厭惡真空的！ 騰訊 1、騰訊屬於產品和內容型企業，而非平臺類，理論上不是本輪反壟斷重點，但樹大招風難免被波及。 2、騰訊在通訊社交領域是絕對壟斷，這主要得益於微信等產品的先發優勢和迭代能力，也有國家刻意保護的成分。因爲通訊社交涉及國家安全（想想阿拉伯之春是怎麼爆發的？），一個配合服從國家監管的本土巨頭要遠好於一個碎片化的市場。基辛格曾說，讓我說服歐盟，我電話該打給誰？從全球範圍看，通訊社交軟件在一個國家或地區都是一種產品壟斷。 3、騰訊在商業化方面比較剋制，在金融領域十分審慎。騰訊優勢在遊戲，這個離民生比較遠，監管更多是防止青少年網","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333354102","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333381308,"gmtCreate":1609172988504,"gmtModify":1704977719582,"author":{"id":"3571747364743154","authorId":"3571747364743154","name":"2startup","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571747364743154","idStr":"3571747364743154"},"themes":[],"htmlText":"he that believes may strand. mildness doesn't necessarily leads to push again in midland","listText":"he that believes may strand. mildness doesn't necessarily leads to push again in midland","text":"he that believes may strand. mildness doesn't necessarily leads to push again in midland","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333381308","repostId":"333937351","repostType":1,"repost":{"id":333937351,"gmtCreate":1609160637073,"gmtModify":1704977568821,"author":{"id":"3486552621547634","authorId":"3486552621547634","name":"ItsChuck1","avatar":"https://static.tigerbbs.com/b0b660d900419f95ca98d01c2b015800","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486552621547634","idStr":"3486552621547634"},"themes":[],"title":"反垄断之下，国内互联网巨头们集体大跌，作为投资者我们该如何选择","htmlText":"先說下我的判斷：一、首先反壟斷和螞蟻這兩個事情我判斷對Alibaba是有中短期影響的，昨天調查組調查一天就結束調查、央行官媒發文，反壟斷和螞蟻的事情，都階段性告一段落，接下來是處罰和整改，央行官媒用詞偏中性，調查組用詞中性偏友好。PS：螞蟻沒上市，不在討論之列。二、但，也有長期影響的可能性，一是因爲如果阿里對二選一路徑依賴的話，反壟斷下阿里接下來的電商經營將面臨困難，給了PDD和JD機會，因爲加強反壟斷和防止資本無序擴張是長期政策，不會幾天就結束了。對阿里集團的整改也是需要時間的，不要看浙江省的消息，這事兒是中央層面的。具體整改措施沒有出來之前所謂抄底都是在賭博。阿里核心電商的利潤大概是一年150億美元，如果降到100億美元或是未來一兩年停止增長，那麼現在的估值依然很高。可以遇見的大概率事件：1、阿里巴巴取消二選一，那麼核心品類出淘去拼多多京東是必然的，利潤率會被削弱，利潤份額縮減，增長空間被限制。2、商家逃稅漏稅現象如果被打擊，那麼電商業務的利潤率也會被削弱，但這個影響可能沒那麼大。3、拼多多和京東的用戶數還在增長，尤其是拼多多將擁有8-9億活躍買家，如果sku再跟上來，對淘寶是足以致命性的挑戰。三、阿里巨量的SKU形成的規模效應和雙邊網絡效應、結合大量的電商基礎設施形成的護城河，目前來看還是很深的，阿里的人才密度、幹部板凳深度在全世界都是數一數二的，這些長期因素沒有變化。四、上邊的事情咱不懂，不好判斷，所以我們作爲投資人就要規避風險，超過自己認知能力邊界的就要規避，不要倖存者偏差，所以在螞蟻上市擱置之後我已經將持有的Alibaba減倉到之前持有量的10%五、我強調過好幾次，反壟斷能促進互聯網開放、繁榮，對不管有沒有壟斷地位的互聯網公司都是利好。六、我也強調過好多次，反壟斷反的是壟斷行爲，不是反壟斷地位，這些公司不存在被拆分的可能性，當然，未來的經營集中（M&amp;A）","listText":"先說下我的判斷：一、首先反壟斷和螞蟻這兩個事情我判斷對Alibaba是有中短期影響的，昨天調查組調查一天就結束調查、央行官媒發文，反壟斷和螞蟻的事情，都階段性告一段落，接下來是處罰和整改，央行官媒用詞偏中性，調查組用詞中性偏友好。PS：螞蟻沒上市，不在討論之列。二、但，也有長期影響的可能性，一是因爲如果阿里對二選一路徑依賴的話，反壟斷下阿里接下來的電商經營將面臨困難，給了PDD和JD機會，因爲加強反壟斷和防止資本無序擴張是長期政策，不會幾天就結束了。對阿里集團的整改也是需要時間的，不要看浙江省的消息，這事兒是中央層面的。具體整改措施沒有出來之前所謂抄底都是在賭博。阿里核心電商的利潤大概是一年150億美元，如果降到100億美元或是未來一兩年停止增長，那麼現在的估值依然很高。可以遇見的大概率事件：1、阿里巴巴取消二選一，那麼核心品類出淘去拼多多京東是必然的，利潤率會被削弱，利潤份額縮減，增長空間被限制。2、商家逃稅漏稅現象如果被打擊，那麼電商業務的利潤率也會被削弱，但這個影響可能沒那麼大。3、拼多多和京東的用戶數還在增長，尤其是拼多多將擁有8-9億活躍買家，如果sku再跟上來，對淘寶是足以致命性的挑戰。三、阿里巨量的SKU形成的規模效應和雙邊網絡效應、結合大量的電商基礎設施形成的護城河，目前來看還是很深的，阿里的人才密度、幹部板凳深度在全世界都是數一數二的，這些長期因素沒有變化。四、上邊的事情咱不懂，不好判斷，所以我們作爲投資人就要規避風險，超過自己認知能力邊界的就要規避，不要倖存者偏差，所以在螞蟻上市擱置之後我已經將持有的Alibaba減倉到之前持有量的10%五、我強調過好幾次，反壟斷能促進互聯網開放、繁榮，對不管有沒有壟斷地位的互聯網公司都是利好。六、我也強調過好多次，反壟斷反的是壟斷行爲，不是反壟斷地位，這些公司不存在被拆分的可能性，當然，未來的經營集中（M&amp;A）","text":"先說下我的判斷：一、首先反壟斷和螞蟻這兩個事情我判斷對Alibaba是有中短期影響的，昨天調查組調查一天就結束調查、央行官媒發文，反壟斷和螞蟻的事情，都階段性告一段落，接下來是處罰和整改，央行官媒用詞偏中性，調查組用詞中性偏友好。PS：螞蟻沒上市，不在討論之列。二、但，也有長期影響的可能性，一是因爲如果阿里對二選一路徑依賴的話，反壟斷下阿里接下來的電商經營將面臨困難，給了PDD和JD機會，因爲加強反壟斷和防止資本無序擴張是長期政策，不會幾天就結束了。對阿里集團的整改也是需要時間的，不要看浙江省的消息，這事兒是中央層面的。具體整改措施沒有出來之前所謂抄底都是在賭博。阿里核心電商的利潤大概是一年150億美元，如果降到100億美元或是未來一兩年停止增長，那麼現在的估值依然很高。可以遇見的大概率事件：1、阿里巴巴取消二選一，那麼核心品類出淘去拼多多京東是必然的，利潤率會被削弱，利潤份額縮減，增長空間被限制。2、商家逃稅漏稅現象如果被打擊，那麼電商業務的利潤率也會被削弱，但這個影響可能沒那麼大。3、拼多多和京東的用戶數還在增長，尤其是拼多多將擁有8-9億活躍買家，如果sku再跟上來，對淘寶是足以致命性的挑戰。三、阿里巨量的SKU形成的規模效應和雙邊網絡效應、結合大量的電商基礎設施形成的護城河，目前來看還是很深的，阿里的人才密度、幹部板凳深度在全世界都是數一數二的，這些長期因素沒有變化。四、上邊的事情咱不懂，不好判斷，所以我們作爲投資人就要規避風險，超過自己認知能力邊界的就要規避，不要倖存者偏差，所以在螞蟻上市擱置之後我已經將持有的Alibaba減倉到之前持有量的10%五、我強調過好幾次，反壟斷能促進互聯網開放、繁榮，對不管有沒有壟斷地位的互聯網公司都是利好。六、我也強調過好多次，反壟斷反的是壟斷行爲，不是反壟斷地位，這些公司不存在被拆分的可能性，當然，未來的經營集中（M&A）","images":[{"img":"https://static.tigerbbs.com/da99b422633f4845c70c71ab5da0309d","width":"688","height":"459"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333937351","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339627286,"gmtCreate":1608830934745,"gmtModify":1704976826323,"author":{"id":"3571747364743154","authorId":"3571747364743154","name":"2startup","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571747364743154","idStr":"3571747364743154"},"themes":[],"htmlText":"nice.","listText":"nice.","text":"nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/339627286","repostId":"1167631435","repostType":4,"repost":{"id":"1167631435","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":1608515720,"share":"https://ttm.financial/m/news/1167631435?lang=en_US&edition=fundamental","pubTime":"2020-12-21 09:55","market":"hk","language":"zh","title":"Closure Reminder: A List of Main Market Closure Arrangements during Christmas Holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1167631435","media":"老虎资讯综合","summary":"2020年圣诞节假期即将来临，部分交易所的早市开市和收市时间有所变动，敬请各位投资者密切留意。圣诞节期间股市交易安排：注：表格内显示均为当地时间美股：12月24日（周四）平安夜，提前三小时收盘（北京","content":"<p>As the Christmas holiday in 2020 is approaching, the morning opening and closing times of some exchanges have changed, so investors are requested to pay close attention.</p><p><b>Stock market trading arrangements over Christmas:</b><img src=\"https://static.tigerbbs.com/958139bc02573f7a28cd967bda41afbd\" tg-width=\"953\" tg-height=\"584\"><b>Note: The table shows all local time</b></p><p><b>U.S. stocks:</b></p><p>Christmas Eve, December 24 (Thursday),<b>Closing three hours in advance (closing at 2 a.m. on December 25th, Beijing time)</b>。</p><p>Christmas Day, December 25th (Friday), one day closed.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>Hong Kong stocks:</b></p><p>December 24 (Thu)<b>Half-day trading day, afternoon closed</b>。</p><p>Closed all day on Friday, December 25th.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>A shares:</b></p><p>A shares trade as usual.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available from Thursday, Dec. 24 to Friday, Dec. 25.</p><p><b>Hong Kong Stock Connect:</b></p><p>Half-day trading day on Thursday, December 24th,<b>Afternoon Closure Service</b>。</p><p>Service will not be available on Friday, December 25th.</p><p><b>UK shares:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 8:00am-12:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Australia:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 10:00am-2:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Singapore:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 9:00am-12:00pm local time)</b></p><p>December 25 (Friday) Christmas Day Closed All Day</p><p><b>Futures markets:</b></p><p>On December 24th, the trading of foreign exchange contracts under CME in the United States ended early at 12:15 local time on December 24th, 2020 (02:15 Beijing time on December 25th).</p><p>Trading of metals and energy contracts under CME in the United States closed early at 12:45 local time on December 24, 2020 (02:45 Beijing time on December 25).</p><p>On December 25th, the trading of precious metals, U.S. crude oil and foreign exchange contracts under CME in the United States was suspended all day, and the trading of Brent crude oil contract under ICE was suspended all day.</p><p>On December 24th, USD gold and index futures under HKEX were closed at 12:30 on December 24th, 2020, and individual stock futures were closed at 12:00 on December 24th, 2020;</p><p>On December 25th, index futures, RMB, individual stock futures, US dollar and gold under HKEX were closed all day.</p><p><b>Background information:</b></p><p>Christmas, an important Christian holiday to commemorate the birth of Jesus. It is also known as Christmas Day, Birth Day of the Lord, and Catholic Church is also known as Christmas Service. The date of Jesus' birth is not recorded in the Bible. The Roman Church began celebrating this festival on December 25th in 336 AD. December 25th was originally the birthday of the sun god stipulated by the Roman Empire. Some people think that this day is chosen to celebrate Christmas because Christians believe that Jesus is the righteous, eternal sun. After the middle of the fifth century, Christmas as an important holiday, became a church tradition, and gradually spread among the Eastern and Western churches. Due to different calendars and other reasons, the specific dates and forms of celebrations held by each denomination also vary. Christmas custom spread to Asia mainly in the middle of the nineteenth century, Japan, Korea and so on were influenced by Christmas culture. Nowadays, it has become a common custom in the West to give gifts to each other, hold banquets, and add festive atmosphere with Santa Claus, Christmas tree, etc. Christmas has also become a public holiday in the Western world and many other regions.</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>Closure Reminder: A List of Main Market Closure Arrangements during Christmas Holiday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.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: 12.5px; color: #7E829C; margin: 0;}\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\">\nClosure Reminder: A List of Main Market Closure Arrangements during Christmas Holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2020-12-21 09:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As the Christmas holiday in 2020 is approaching, the morning opening and closing times of some exchanges have changed, so investors are requested to pay close attention.</p><p><b>Stock market trading arrangements over Christmas:</b><img src=\"https://static.tigerbbs.com/958139bc02573f7a28cd967bda41afbd\" tg-width=\"953\" tg-height=\"584\"><b>Note: The table shows all local time</b></p><p><b>U.S. stocks:</b></p><p>Christmas Eve, December 24 (Thursday),<b>Closing three hours in advance (closing at 2 a.m. on December 25th, Beijing time)</b>。</p><p>Christmas Day, December 25th (Friday), one day closed.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>Hong Kong stocks:</b></p><p>December 24 (Thu)<b>Half-day trading day, afternoon closed</b>。</p><p>Closed all day on Friday, December 25th.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>A shares:</b></p><p>A shares trade as usual.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available from Thursday, Dec. 24 to Friday, Dec. 25.</p><p><b>Hong Kong Stock Connect:</b></p><p>Half-day trading day on Thursday, December 24th,<b>Afternoon Closure Service</b>。</p><p>Service will not be available on Friday, December 25th.</p><p><b>UK shares:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 8:00am-12:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Australia:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 10:00am-2:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Singapore:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 9:00am-12:00pm local time)</b></p><p>December 25 (Friday) Christmas Day Closed All Day</p><p><b>Futures markets:</b></p><p>On December 24th, the trading of foreign exchange contracts under CME in the United States ended early at 12:15 local time on December 24th, 2020 (02:15 Beijing time on December 25th).</p><p>Trading of metals and energy contracts under CME in the United States closed early at 12:45 local time on December 24, 2020 (02:45 Beijing time on December 25).</p><p>On December 25th, the trading of precious metals, U.S. crude oil and foreign exchange contracts under CME in the United States was suspended all day, and the trading of Brent crude oil contract under ICE was suspended all day.</p><p>On December 24th, USD gold and index futures under HKEX were closed at 12:30 on December 24th, 2020, and individual stock futures were closed at 12:00 on December 24th, 2020;</p><p>On December 25th, index futures, RMB, individual stock futures, US dollar and gold under HKEX were closed all day.</p><p><b>Background information:</b></p><p>Christmas, an important Christian holiday to commemorate the birth of Jesus. It is also known as Christmas Day, Birth Day of the Lord, and Catholic Church is also known as Christmas Service. The date of Jesus' birth is not recorded in the Bible. The Roman Church began celebrating this festival on December 25th in 336 AD. December 25th was originally the birthday of the sun god stipulated by the Roman Empire. Some people think that this day is chosen to celebrate Christmas because Christians believe that Jesus is the righteous, eternal sun. After the middle of the fifth century, Christmas as an important holiday, became a church tradition, and gradually spread among the Eastern and Western churches. Due to different calendars and other reasons, the specific dates and forms of celebrations held by each denomination also vary. Christmas custom spread to Asia mainly in the middle of the nineteenth century, Japan, Korea and so on were influenced by Christmas culture. Nowadays, it has become a common custom in the West to give gifts to each other, hold banquets, and add festive atmosphere with Santa Claus, Christmas tree, etc. Christmas has also become a public holiday in the Western world and many other regions.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0bd5f24d72744aeaebc881c2776550f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167631435","content_text":"2020年圣诞节假期即将来临，部分交易所的早市开市和收市时间有所变动，敬请各位投资者密切留意。圣诞节期间股市交易安排：注：表格内显示均为当地时间美股：12月24日（周四）平安夜，提前三小时收盘（北京时间12月25日凌晨2点收盘）。12月25日（周五）圣诞节，休市一天。12月28日（周一）照常开市。港股：12月24日（周四）半天交易日，下午休市。12月25日（周五）全天休市。12月28日（周一）照常开市。A股：A股照常交易。沪股通、深股通：12月24日（周四）至12月25日（周五）均不提供服务。港股通：12月24日（周四）半天交易日，下午关闭服务。12月25日（周五）不提供服务。英股：12月24日（周四）休市半日（交易时间：当地时间8:00am-12:30pm）12月25日（周五）至12月28日（周一）全天休市澳大利亚：12月24日（周四）休市半日（交易时间：当地时间10:00am-2:30pm）12月25日（周五）至12月28日（周一）全天休市新加坡：12月24日（周四）休市半日（交易时间：当地时间9:00am-12:00pm）12月25日（周五）圣诞节全天休市期货市场：12月24日，美国CME旗下外汇合约的交易提前于当地时间2020年12月24日12:15（北京时间12月25日02:15）结束。美国CME旗下金属和能源合约的交易提前于当地时间2020年12月24日12:45（北京时间12月25日02:45）结束。12月25日，美国CME旗下贵金属、美国原油与外汇合约交易全天暂停，ICE旗下布伦特原油合约交易全天暂停。12月24日，HKEX下美元黄金、指数类期货于2020年12月24日12:30休市，个股期货于2020年12月24日12:00休市；12月25日，HKEX下指数类期货、人民币、个股期货、美元、黄金全天休市。背景资料：圣诞节，基督教纪念耶稣诞生的重要节日。亦称耶稣圣诞节、主降生节，天主教亦称耶稣圣诞瞻礼。耶稣诞生的日期，《圣经》并无记载。公元336年罗马教会开始在12月25日过此节。12月25日原是罗马帝国规定的太阳神诞辰。有人认为选择这天庆祝圣诞，是因为基督教徒认为耶稣就是正义、永恒的太阳。5世纪中叶以后，圣诞节作为重要节日，成了教会的传统，并在东西派教会中逐渐传开。因所用历法不同等原因，各教派会举行庆祝的具体日期和活动形式也有差别。圣诞节习俗传播到亚洲主要是在十九世纪中叶，日本、韩国等都受到了圣诞文化的影响。现在西方在圣诞节常互赠礼物，举行欢宴，并以圣诞老人、圣诞树等增添节日气氛，已成为普遍习俗。圣诞节也成为西方世界以及其他很多地区的公共假日。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":339627286,"gmtCreate":1608830934745,"gmtModify":1704976826323,"author":{"id":"3571747364743154","authorId":"3571747364743154","name":"2startup","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571747364743154","idStr":"3571747364743154"},"themes":[],"htmlText":"nice.","listText":"nice.","text":"nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/339627286","repostId":"1167631435","repostType":4,"repost":{"id":"1167631435","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":1608515720,"share":"https://ttm.financial/m/news/1167631435?lang=en_US&edition=fundamental","pubTime":"2020-12-21 09:55","market":"hk","language":"zh","title":"Closure Reminder: A List of Main Market Closure Arrangements during Christmas Holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1167631435","media":"老虎资讯综合","summary":"2020年圣诞节假期即将来临，部分交易所的早市开市和收市时间有所变动，敬请各位投资者密切留意。圣诞节期间股市交易安排：注：表格内显示均为当地时间美股：12月24日（周四）平安夜，提前三小时收盘（北京","content":"<p>As the Christmas holiday in 2020 is approaching, the morning opening and closing times of some exchanges have changed, so investors are requested to pay close attention.</p><p><b>Stock market trading arrangements over Christmas:</b><img src=\"https://static.tigerbbs.com/958139bc02573f7a28cd967bda41afbd\" tg-width=\"953\" tg-height=\"584\"><b>Note: The table shows all local time</b></p><p><b>U.S. stocks:</b></p><p>Christmas Eve, December 24 (Thursday),<b>Closing three hours in advance (closing at 2 a.m. on December 25th, Beijing time)</b>。</p><p>Christmas Day, December 25th (Friday), one day closed.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>Hong Kong stocks:</b></p><p>December 24 (Thu)<b>Half-day trading day, afternoon closed</b>。</p><p>Closed all day on Friday, December 25th.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>A shares:</b></p><p>A shares trade as usual.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available from Thursday, Dec. 24 to Friday, Dec. 25.</p><p><b>Hong Kong Stock Connect:</b></p><p>Half-day trading day on Thursday, December 24th,<b>Afternoon Closure Service</b>。</p><p>Service will not be available on Friday, December 25th.</p><p><b>UK shares:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 8:00am-12:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Australia:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 10:00am-2:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Singapore:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 9:00am-12:00pm local time)</b></p><p>December 25 (Friday) Christmas Day Closed All Day</p><p><b>Futures markets:</b></p><p>On December 24th, the trading of foreign exchange contracts under CME in the United States ended early at 12:15 local time on December 24th, 2020 (02:15 Beijing time on December 25th).</p><p>Trading of metals and energy contracts under CME in the United States closed early at 12:45 local time on December 24, 2020 (02:45 Beijing time on December 25).</p><p>On December 25th, the trading of precious metals, U.S. crude oil and foreign exchange contracts under CME in the United States was suspended all day, and the trading of Brent crude oil contract under ICE was suspended all day.</p><p>On December 24th, USD gold and index futures under HKEX were closed at 12:30 on December 24th, 2020, and individual stock futures were closed at 12:00 on December 24th, 2020;</p><p>On December 25th, index futures, RMB, individual stock futures, US dollar and gold under HKEX were closed all day.</p><p><b>Background information:</b></p><p>Christmas, an important Christian holiday to commemorate the birth of Jesus. It is also known as Christmas Day, Birth Day of the Lord, and Catholic Church is also known as Christmas Service. The date of Jesus' birth is not recorded in the Bible. The Roman Church began celebrating this festival on December 25th in 336 AD. December 25th was originally the birthday of the sun god stipulated by the Roman Empire. Some people think that this day is chosen to celebrate Christmas because Christians believe that Jesus is the righteous, eternal sun. After the middle of the fifth century, Christmas as an important holiday, became a church tradition, and gradually spread among the Eastern and Western churches. Due to different calendars and other reasons, the specific dates and forms of celebrations held by each denomination also vary. Christmas custom spread to Asia mainly in the middle of the nineteenth century, Japan, Korea and so on were influenced by Christmas culture. Nowadays, it has become a common custom in the West to give gifts to each other, hold banquets, and add festive atmosphere with Santa Claus, Christmas tree, etc. Christmas has also become a public holiday in the Western world and many other regions.</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>Closure Reminder: A List of Main Market Closure Arrangements during Christmas Holiday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.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: 12.5px; color: #7E829C; margin: 0;}\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\">\nClosure Reminder: A List of Main Market Closure Arrangements during Christmas Holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2020-12-21 09:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As the Christmas holiday in 2020 is approaching, the morning opening and closing times of some exchanges have changed, so investors are requested to pay close attention.</p><p><b>Stock market trading arrangements over Christmas:</b><img src=\"https://static.tigerbbs.com/958139bc02573f7a28cd967bda41afbd\" tg-width=\"953\" tg-height=\"584\"><b>Note: The table shows all local time</b></p><p><b>U.S. stocks:</b></p><p>Christmas Eve, December 24 (Thursday),<b>Closing three hours in advance (closing at 2 a.m. on December 25th, Beijing time)</b>。</p><p>Christmas Day, December 25th (Friday), one day closed.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>Hong Kong stocks:</b></p><p>December 24 (Thu)<b>Half-day trading day, afternoon closed</b>。</p><p>Closed all day on Friday, December 25th.</p><p>The market will open as usual on Monday, December 28th.</p><p><b>A shares:</b></p><p>A shares trade as usual.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available from Thursday, Dec. 24 to Friday, Dec. 25.</p><p><b>Hong Kong Stock Connect:</b></p><p>Half-day trading day on Thursday, December 24th,<b>Afternoon Closure Service</b>。</p><p>Service will not be available on Friday, December 25th.</p><p><b>UK shares:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 8:00am-12:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Australia:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 10:00am-2:30pm local time)</b></p><p>Full day closed from Friday, December 25 to Monday, December 28</p><p><b>Singapore:</b></p><p>December 24 (Thu)<b>Closed for half a day (trading hours: 9:00am-12:00pm local time)</b></p><p>December 25 (Friday) Christmas Day Closed All Day</p><p><b>Futures markets:</b></p><p>On December 24th, the trading of foreign exchange contracts under CME in the United States ended early at 12:15 local time on December 24th, 2020 (02:15 Beijing time on December 25th).</p><p>Trading of metals and energy contracts under CME in the United States closed early at 12:45 local time on December 24, 2020 (02:45 Beijing time on December 25).</p><p>On December 25th, the trading of precious metals, U.S. crude oil and foreign exchange contracts under CME in the United States was suspended all day, and the trading of Brent crude oil contract under ICE was suspended all day.</p><p>On December 24th, USD gold and index futures under HKEX were closed at 12:30 on December 24th, 2020, and individual stock futures were closed at 12:00 on December 24th, 2020;</p><p>On December 25th, index futures, RMB, individual stock futures, US dollar and gold under HKEX were closed all day.</p><p><b>Background information:</b></p><p>Christmas, an important Christian holiday to commemorate the birth of Jesus. It is also known as Christmas Day, Birth Day of the Lord, and Catholic Church is also known as Christmas Service. The date of Jesus' birth is not recorded in the Bible. The Roman Church began celebrating this festival on December 25th in 336 AD. December 25th was originally the birthday of the sun god stipulated by the Roman Empire. Some people think that this day is chosen to celebrate Christmas because Christians believe that Jesus is the righteous, eternal sun. After the middle of the fifth century, Christmas as an important holiday, became a church tradition, and gradually spread among the Eastern and Western churches. Due to different calendars and other reasons, the specific dates and forms of celebrations held by each denomination also vary. Christmas custom spread to Asia mainly in the middle of the nineteenth century, Japan, Korea and so on were influenced by Christmas culture. Nowadays, it has become a common custom in the West to give gifts to each other, hold banquets, and add festive atmosphere with Santa Claus, Christmas tree, etc. Christmas has also become a public holiday in the Western world and many other regions.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0bd5f24d72744aeaebc881c2776550f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167631435","content_text":"2020年圣诞节假期即将来临，部分交易所的早市开市和收市时间有所变动，敬请各位投资者密切留意。圣诞节期间股市交易安排：注：表格内显示均为当地时间美股：12月24日（周四）平安夜，提前三小时收盘（北京时间12月25日凌晨2点收盘）。12月25日（周五）圣诞节，休市一天。12月28日（周一）照常开市。港股：12月24日（周四）半天交易日，下午休市。12月25日（周五）全天休市。12月28日（周一）照常开市。A股：A股照常交易。沪股通、深股通：12月24日（周四）至12月25日（周五）均不提供服务。港股通：12月24日（周四）半天交易日，下午关闭服务。12月25日（周五）不提供服务。英股：12月24日（周四）休市半日（交易时间：当地时间8:00am-12:30pm）12月25日（周五）至12月28日（周一）全天休市澳大利亚：12月24日（周四）休市半日（交易时间：当地时间10:00am-2:30pm）12月25日（周五）至12月28日（周一）全天休市新加坡：12月24日（周四）休市半日（交易时间：当地时间9:00am-12:00pm）12月25日（周五）圣诞节全天休市期货市场：12月24日，美国CME旗下外汇合约的交易提前于当地时间2020年12月24日12:15（北京时间12月25日02:15）结束。美国CME旗下金属和能源合约的交易提前于当地时间2020年12月24日12:45（北京时间12月25日02:45）结束。12月25日，美国CME旗下贵金属、美国原油与外汇合约交易全天暂停，ICE旗下布伦特原油合约交易全天暂停。12月24日，HKEX下美元黄金、指数类期货于2020年12月24日12:30休市，个股期货于2020年12月24日12:00休市；12月25日，HKEX下指数类期货、人民币、个股期货、美元、黄金全天休市。背景资料：圣诞节，基督教纪念耶稣诞生的重要节日。亦称耶稣圣诞节、主降生节，天主教亦称耶稣圣诞瞻礼。耶稣诞生的日期，《圣经》并无记载。公元336年罗马教会开始在12月25日过此节。12月25日原是罗马帝国规定的太阳神诞辰。有人认为选择这天庆祝圣诞，是因为基督教徒认为耶稣就是正义、永恒的太阳。5世纪中叶以后，圣诞节作为重要节日，成了教会的传统，并在东西派教会中逐渐传开。因所用历法不同等原因，各教派会举行庆祝的具体日期和活动形式也有差别。圣诞节习俗传播到亚洲主要是在十九世纪中叶，日本、韩国等都受到了圣诞文化的影响。现在西方在圣诞节常互赠礼物，举行欢宴，并以圣诞老人、圣诞树等增添节日气氛，已成为普遍习俗。圣诞节也成为西方世界以及其他很多地区的公共假日。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331999684,"gmtCreate":1609405149348,"gmtModify":1704978857300,"author":{"id":"3571747364743154","authorId":"3571747364743154","name":"2startup","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571747364743154","idStr":"3571747364743154"},"themes":[],"htmlText":"ni'ce neo year","listText":"ni'ce neo year","text":"ni'ce neo year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331999684","repostId":"1129349659","repostType":4,"repost":{"id":"1129349659","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":1609211695,"share":"https://ttm.financial/m/news/1129349659?lang=en_US&edition=fundamental","pubTime":"2020-12-29 11:14","market":"sh","language":"zh","title":"Reminder: List of Main Market Closure Arrangements during New Year's Day Holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1129349659","media":"老虎资讯综合","summary":"2021年1月1日元旦假期即将来临，部分交易所的早市开市和收市时间有所变动，敬请各位投资者密切留意。港股：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市，1月4日（星期","content":"<p>The New Year's Day holiday on January 1, 2021 is approaching, and the morning opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/e5480e20c4739f79659057fb7789750d\" tg-width=\"953\" tg-height=\"584\"><b>Hong Kong stocks:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual on Monday, January 4.</p><p><b>U.S. stocks:</b></p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual from Monday, January 4.</p><p><b>A shares:</b></p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual from Monday, January 4.</p><p><b>UK shares:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Australian stocks:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Singapore Market:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Hong Kong Stock Connect:</b></p><p>Thursday, December 31, 2020 Trading half day, afternoon closed service.</p><p>Service will not be available on Friday, January 1, 2021.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available on Friday, January 1, 2021.</p><p><b>Futures markets:</b></p><p>On January 1st, CME's precious metals, U.S. crude oil and foreign exchange contracts were closed all day. ICE's Brent crude oil contract was closed for trading throughout the day.</p><p>On December 31st, HKEX's US dollar, gold and index futures were closed at 12:30 on the same day, and individual stock futures were closed at 12:00 on the same day;</p><p>On January 1st, HKEX's index futures, RMB, individual stock futures, US dollar and gold were closed all day.</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>Reminder: List of Main Market Closure Arrangements during New Year's Day Holiday</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nReminder: List of Main Market Closure Arrangements during New Year's Day Holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2020-12-29 11:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The New Year's Day holiday on January 1, 2021 is approaching, and the morning opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/e5480e20c4739f79659057fb7789750d\" tg-width=\"953\" tg-height=\"584\"><b>Hong Kong stocks:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual on Monday, January 4.</p><p><b>U.S. stocks:</b></p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual from Monday, January 4.</p><p><b>A shares:</b></p><p>The market will be closed all day on Friday, January 1, 2021 and open as usual from Monday, January 4.</p><p><b>UK shares:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Australian stocks:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Singapore Market:</b></p><p>Half day of trading on Thursday, December 31, 2020.</p><p>Closed all day on Friday, January 1, 2021.</p><p><b>Hong Kong Stock Connect:</b></p><p>Thursday, December 31, 2020 Trading half day, afternoon closed service.</p><p>Service will not be available on Friday, January 1, 2021.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available on Friday, January 1, 2021.</p><p><b>Futures markets:</b></p><p>On January 1st, CME's precious metals, U.S. crude oil and foreign exchange contracts were closed all day. ICE's Brent crude oil contract was closed for trading throughout the day.</p><p>On December 31st, HKEX's US dollar, gold and index futures were closed at 12:30 on the same day, and individual stock futures were closed at 12:00 on the same day;</p><p>On January 1st, HKEX's index futures, RMB, individual stock futures, US dollar and gold were closed all day.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca4efdc822d20b4d7f0ca04c164ac3b0","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129349659","content_text":"2021年1月1日元旦假期即将来临，部分交易所的早市开市和收市时间有所变动，敬请各位投资者密切留意。港股：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市，1月4日（星期一）照常开市。美股：2021年1月1日（星期五）全天休市，1月4日（星期一）起照常开市。A股：2021年1月1日（星期五）全天休市，1月4日（星期一）起照常开市。英股：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市。澳股：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市。新加坡市场：2020年12月31日（星期四）交易半日。2021年1月1日（星期五）全天休市。港股通：2020年12月31日（星期四）交易半日，下午关闭服务。2021年1月1日（星期五）不提供服务。沪股通、深股通：2021年1月1日（星期五）不提供服务。期货市场：1月1日，CME旗下贵金属、美国原油与外汇合约交易全天休市。ICE旗下布伦特原油合约交易全天休市。12月31日，HKEX旗下美元、黄金、指数类期货于当天12:30休市，个股期货于当天12:00休市；1月1日，HKEX旗下指数类期货、人民币、个股期货、美元、黄金全天休市。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333189027,"gmtCreate":1609209283969,"gmtModify":1704977839558,"author":{"id":"3571747364743154","authorId":"3571747364743154","name":"2startup","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571747364743154","idStr":"3571747364743154"},"themes":[],"htmlText":"depolar &amp; pluralism be the eco in midkingdom","listText":"depolar &amp; pluralism be the eco in midkingdom","text":"depolar & pluralism be the eco in midkingdom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333189027","repostId":"333354102","repostType":1,"repost":{"id":333354102,"gmtCreate":1609188172406,"gmtModify":1704977759425,"author":{"id":"3451725711716572","authorId":"3451725711716572","name":"我是大夫","avatar":"https://static.tigerbbs.com/9fcd00e92ccccb5a053f3719276231bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451725711716572","idStr":"3451725711716572"},"themes":[],"title":"当前互联网反垄断的形势及我们的任务","htmlText":"<a href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>這兩天，市場對中概互聯反應激烈，我也一直在思考反壟斷究竟會對互聯網企業帶來多深多強的影響，現分享一下對總體形勢和具體個股的看法。 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that believes may strand. mildness doesn't necessarily leads to push again in midland","listText":"he that believes may strand. mildness doesn't necessarily leads to push again in midland","text":"he that believes may strand. mildness doesn't necessarily leads to push again in midland","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333381308","repostId":"333937351","repostType":1,"repost":{"id":333937351,"gmtCreate":1609160637073,"gmtModify":1704977568821,"author":{"id":"3486552621547634","authorId":"3486552621547634","name":"ItsChuck1","avatar":"https://static.tigerbbs.com/b0b660d900419f95ca98d01c2b015800","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486552621547634","idStr":"3486552621547634"},"themes":[],"title":"反垄断之下，国内互联网巨头们集体大跌，作为投资者我们该如何选择","htmlText":"先說下我的判斷：一、首先反壟斷和螞蟻這兩個事情我判斷對Alibaba是有中短期影響的，昨天調查組調查一天就結束調查、央行官媒發文，反壟斷和螞蟻的事情，都階段性告一段落，接下來是處罰和整改，央行官媒用詞偏中性，調查組用詞中性偏友好。PS：螞蟻沒上市，不在討論之列。二、但，也有長期影響的可能性，一是因爲如果阿里對二選一路徑依賴的話，反壟斷下阿里接下來的電商經營將面臨困難，給了PDD和JD機會，因爲加強反壟斷和防止資本無序擴張是長期政策，不會幾天就結束了。對阿里集團的整改也是需要時間的，不要看浙江省的消息，這事兒是中央層面的。具體整改措施沒有出來之前所謂抄底都是在賭博。阿里核心電商的利潤大概是一年150億美元，如果降到100億美元或是未來一兩年停止增長，那麼現在的估值依然很高。可以遇見的大概率事件：1、阿里巴巴取消二選一，那麼核心品類出淘去拼多多京東是必然的，利潤率會被削弱，利潤份額縮減，增長空間被限制。2、商家逃稅漏稅現象如果被打擊，那麼電商業務的利潤率也會被削弱，但這個影響可能沒那麼大。3、拼多多和京東的用戶數還在增長，尤其是拼多多將擁有8-9億活躍買家，如果sku再跟上來，對淘寶是足以致命性的挑戰。三、阿里巨量的SKU形成的規模效應和雙邊網絡效應、結合大量的電商基礎設施形成的護城河，目前來看還是很深的，阿里的人才密度、幹部板凳深度在全世界都是數一數二的，這些長期因素沒有變化。四、上邊的事情咱不懂，不好判斷，所以我們作爲投資人就要規避風險，超過自己認知能力邊界的就要規避，不要倖存者偏差，所以在螞蟻上市擱置之後我已經將持有的Alibaba減倉到之前持有量的10%五、我強調過好幾次，反壟斷能促進互聯網開放、繁榮，對不管有沒有壟斷地位的互聯網公司都是利好。六、我也強調過好多次，反壟斷反的是壟斷行爲，不是反壟斷地位，這些公司不存在被拆分的可能性，當然，未來的經營集中（M&amp;A）","listText":"先說下我的判斷：一、首先反壟斷和螞蟻這兩個事情我判斷對Alibaba是有中短期影響的，昨天調查組調查一天就結束調查、央行官媒發文，反壟斷和螞蟻的事情，都階段性告一段落，接下來是處罰和整改，央行官媒用詞偏中性，調查組用詞中性偏友好。PS：螞蟻沒上市，不在討論之列。二、但，也有長期影響的可能性，一是因爲如果阿里對二選一路徑依賴的話，反壟斷下阿里接下來的電商經營將面臨困難，給了PDD和JD機會，因爲加強反壟斷和防止資本無序擴張是長期政策，不會幾天就結束了。對阿里集團的整改也是需要時間的，不要看浙江省的消息，這事兒是中央層面的。具體整改措施沒有出來之前所謂抄底都是在賭博。阿里核心電商的利潤大概是一年150億美元，如果降到100億美元或是未來一兩年停止增長，那麼現在的估值依然很高。可以遇見的大概率事件：1、阿里巴巴取消二選一，那麼核心品類出淘去拼多多京東是必然的，利潤率會被削弱，利潤份額縮減，增長空間被限制。2、商家逃稅漏稅現象如果被打擊，那麼電商業務的利潤率也會被削弱，但這個影響可能沒那麼大。3、拼多多和京東的用戶數還在增長，尤其是拼多多將擁有8-9億活躍買家，如果sku再跟上來，對淘寶是足以致命性的挑戰。三、阿里巨量的SKU形成的規模效應和雙邊網絡效應、結合大量的電商基礎設施形成的護城河，目前來看還是很深的，阿里的人才密度、幹部板凳深度在全世界都是數一數二的，這些長期因素沒有變化。四、上邊的事情咱不懂，不好判斷，所以我們作爲投資人就要規避風險，超過自己認知能力邊界的就要規避，不要倖存者偏差，所以在螞蟻上市擱置之後我已經將持有的Alibaba減倉到之前持有量的10%五、我強調過好幾次，反壟斷能促進互聯網開放、繁榮，對不管有沒有壟斷地位的互聯網公司都是利好。六、我也強調過好多次，反壟斷反的是壟斷行爲，不是反壟斷地位，這些公司不存在被拆分的可能性，當然，未來的經營集中（M&amp;A）","text":"先說下我的判斷：一、首先反壟斷和螞蟻這兩個事情我判斷對Alibaba是有中短期影響的，昨天調查組調查一天就結束調查、央行官媒發文，反壟斷和螞蟻的事情，都階段性告一段落，接下來是處罰和整改，央行官媒用詞偏中性，調查組用詞中性偏友好。PS：螞蟻沒上市，不在討論之列。二、但，也有長期影響的可能性，一是因爲如果阿里對二選一路徑依賴的話，反壟斷下阿里接下來的電商經營將面臨困難，給了PDD和JD機會，因爲加強反壟斷和防止資本無序擴張是長期政策，不會幾天就結束了。對阿里集團的整改也是需要時間的，不要看浙江省的消息，這事兒是中央層面的。具體整改措施沒有出來之前所謂抄底都是在賭博。阿里核心電商的利潤大概是一年150億美元，如果降到100億美元或是未來一兩年停止增長，那麼現在的估值依然很高。可以遇見的大概率事件：1、阿里巴巴取消二選一，那麼核心品類出淘去拼多多京東是必然的，利潤率會被削弱，利潤份額縮減，增長空間被限制。2、商家逃稅漏稅現象如果被打擊，那麼電商業務的利潤率也會被削弱，但這個影響可能沒那麼大。3、拼多多和京東的用戶數還在增長，尤其是拼多多將擁有8-9億活躍買家，如果sku再跟上來，對淘寶是足以致命性的挑戰。三、阿里巨量的SKU形成的規模效應和雙邊網絡效應、結合大量的電商基礎設施形成的護城河，目前來看還是很深的，阿里的人才密度、幹部板凳深度在全世界都是數一數二的，這些長期因素沒有變化。四、上邊的事情咱不懂，不好判斷，所以我們作爲投資人就要規避風險，超過自己認知能力邊界的就要規避，不要倖存者偏差，所以在螞蟻上市擱置之後我已經將持有的Alibaba減倉到之前持有量的10%五、我強調過好幾次，反壟斷能促進互聯網開放、繁榮，對不管有沒有壟斷地位的互聯網公司都是利好。六、我也強調過好多次，反壟斷反的是壟斷行爲，不是反壟斷地位，這些公司不存在被拆分的可能性，當然，未來的經營集中（M&A）","images":[{"img":"https://static.tigerbbs.com/da99b422633f4845c70c71ab5da0309d","width":"688","height":"459"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333937351","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}