+Follow
劉洧綸
No personal profile
527
Follow
12
Followers
0
Topic
0
Badge
Posts
Hot
劉洧綸
2022-06-14
👍🏻
市场有多紧张?有人喊出美联储加息100基点了
劉洧綸
2022-05-30
👍🏻
Co-Founder Fred Ehrsam Just Bought $1.8 Million in Coinbase (COIN) Stock
劉洧綸
2022-05-25
👍
Sorry, the original content has been removed
劉洧綸
2022-02-16
😎
Sorry, the original content has been removed
劉洧綸
2021-08-05
??
Sorry, the original content has been removed
劉洧綸
2021-07-28
wow
还是那个味!黑莓2021新手机渲染图曝光
劉洧綸
2021-07-25
?
Sorry, the original content has been removed
劉洧綸
2021-07-23
???
路易威登宣布终止与吴亦凡合作关系
劉洧綸
2021-07-22
???
Sorry, the original content has been removed
劉洧綸
2021-07-08
???
烧钱太疯狂?造车吓退投资人
劉洧綸
2021-07-02
?
Sorry, the original content has been removed
劉洧綸
2021-07-02
???
Sorry, the original content has been removed
劉洧綸
2021-06-15
?
Sorry, the original content has been removed
劉洧綸
2021-06-07
???
Sorry, the original content has been removed
劉洧綸
2021-06-03
Good ?
Sorry, the original content has been removed
劉洧綸
2021-05-29
RIP
Sorry, the original content has been removed
劉洧綸
2021-05-26
?
Sorry, the original content has been removed
劉洧綸
2021-05-23
RIP
Sorry, the original content has been removed
劉洧綸
2021-04-26
??
Sorry, the original content has been removed
劉洧綸
2021-04-22
???
Sorry, the original content has been removed
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":3578562412522571,"uuid":"3578562412522571","gmtCreate":1615468388765,"gmtModify":1652172640357,"name":"劉洧綸","pinyin":"劉w綸劉wei綸","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":12,"headSize":527,"tweetSize":221,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"cbe1c45c584340f3bd9ae6c77e0e9981-1","templateUuid":"cbe1c45c584340f3bd9ae6c77e0e9981","name":"Academy Experiencer","description":"5 lessons learned","bigImgUrl":"https://community-static.tradeup.com/news/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://community-static.tradeup.com/news/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9052635608,"gmtCreate":1655166987504,"gmtModify":1676535573466,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052635608","repostId":"2243662491","repostType":4,"repost":{"id":"2243662491","pubTimestamp":1655165696,"share":"https://www.laohu8.com/m/news/2243662491?lang=&edition=full","pubTime":"2022-06-14 08:14","market":"us","language":"zh","title":"市场有多紧张?有人喊出美联储加息100基点了","url":"https://stock-news.laohu8.com/highlight/detail?id=2243662491","media":"华尔街见闻","summary":"继巴克莱和Jefferies预计美联储在本周三加息75个基点引起轰动后,渣打银行语出惊人:虽然预计美联储6月会议上仍将加息50个基点,但指出并不排除加息 75个基点甚至100个基点。","content":"<html><head></head><body><p>上周五美国5月CPI同比上升8.6%,再次刷新40年新高,令通胀见顶论破产。这让市场对美联储加息步伐进行了重新预期和定价。继巴克莱和Jefferies预计美联储在本周三加息75个基点引起轰动后,渣打银行全球外汇研究和北美宏观策略负责人Steven Englander更加语出惊人:虽然他的团队预计美联储6月会议上仍将加息50个基点,但他指出,并不排除加息 75个基点甚至100个基点。</p><p><b>之所以给出75个基点甚至100个基点加息,渣打银行的理由是,无论是通胀还是美国经济,都没有发出足够明确的放缓信号,来阻止美联储在接下来的几次会议上加息50个基点或更多。</b></p><p><b>不过渣打银行指出,美联储不喜欢给市场意外,而且美国消费者信心的下降令人震惊,暗示经济衰退迫在眉睫,因此6月加息50个基点仍然是他们的基准预测。</b></p><p>根据渣打银行的最新预测,其预计美联储7月份加息50个基点(之前预计为25个基点);9月份加息50个基点(之前预计为零);原本预计2022年12月加息25个基点,现在认为这一加息会提前到11月;原本预计2023年二季度加息25 个基点,现在认为不会加息。经过这些修改,渣打银行预计美联储的终极加息点位为2.75%,此前的预测为2.25%。</p><p>从周一的市场预期来看,市场预计本周三加息75个基点的可能性为44%,而预计到9月时,按25个基点为单位,有7次以上的加息,也就是说,在接下来的三个月里,市场预计至少有一次75个基点的加息。</p><p>这对本周市场意味着什么?Englander指出,在期货市场定价为约60个基点的情况下,对本周加息50个基点的第一反应将是美元走软和债市上涨,但这种情况是否持续将取决于随后传递的加息信息。当前投资者做多美元,做空债券,因此短期内存在一定的问题;然而,如果美联储主席鲍威尔坚持鹰派立场,投资者们可能会迅速扭转短期走势。</p><p>相反,如果本周三美联储加息75个基点,同时暗示随后的加息步伐将下调至25个基点,那么加息75个基点将毫无意义。因此渣打认为,加息75个基点似乎可能伴随着鹰派表态,指出在随后的会议上加息50个基点或更多。对于100个基点的可能情况,这也许来自美联储认为需要“沃尔克时刻”,但预计美联储官员们还没有认为自己走到这一步,故预计没有必要采取如此激进的举措。</p><p>渣打指出,<b>美联储不太可能在周三加息75个基点甚至更多的另外重要原因是:需要量化紧缩(QT)。</b>美联储将谨慎地表明量化紧缩步伐的变化。美联储似乎有强烈的潜在意愿,避免出现两条紧缩轨道(加息+QT),因此很可能传递稳定的信息。</p></body></html>","source":"wallstreetcn_api","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>市场有多紧张?有人喊出美联储加息100基点了</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市场有多紧张?有人喊出美联储加息100基点了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 08:14 北京时间 <a href=https://wallstreetcn.com/articles/3661859><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周五美国5月CPI同比上升8.6%,再次刷新40年新高,令通胀见顶论破产。这让市场对美联储加息步伐进行了重新预期和定价。继巴克莱和Jefferies预计美联储在本周三加息75个基点引起轰动后,渣打银行全球外汇研究和北美宏观策略负责人Steven Englander更加语出惊人:虽然他的团队预计美联储6月会议上仍将加息50个基点,但他指出,并不排除加息 75个基点甚至100个基点。之所以给出75个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3661859\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF","DJX":"1/100道琼斯","QID":"纳指两倍做空ETF","IVV":"标普500指数ETF","DDM":"道指两倍做多ETF","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","SPY":"标普500ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","BK4504":"桥水持仓","OEX":"标普100","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3661859","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243662491","content_text":"上周五美国5月CPI同比上升8.6%,再次刷新40年新高,令通胀见顶论破产。这让市场对美联储加息步伐进行了重新预期和定价。继巴克莱和Jefferies预计美联储在本周三加息75个基点引起轰动后,渣打银行全球外汇研究和北美宏观策略负责人Steven Englander更加语出惊人:虽然他的团队预计美联储6月会议上仍将加息50个基点,但他指出,并不排除加息 75个基点甚至100个基点。之所以给出75个基点甚至100个基点加息,渣打银行的理由是,无论是通胀还是美国经济,都没有发出足够明确的放缓信号,来阻止美联储在接下来的几次会议上加息50个基点或更多。不过渣打银行指出,美联储不喜欢给市场意外,而且美国消费者信心的下降令人震惊,暗示经济衰退迫在眉睫,因此6月加息50个基点仍然是他们的基准预测。根据渣打银行的最新预测,其预计美联储7月份加息50个基点(之前预计为25个基点);9月份加息50个基点(之前预计为零);原本预计2022年12月加息25个基点,现在认为这一加息会提前到11月;原本预计2023年二季度加息25 个基点,现在认为不会加息。经过这些修改,渣打银行预计美联储的终极加息点位为2.75%,此前的预测为2.25%。从周一的市场预期来看,市场预计本周三加息75个基点的可能性为44%,而预计到9月时,按25个基点为单位,有7次以上的加息,也就是说,在接下来的三个月里,市场预计至少有一次75个基点的加息。这对本周市场意味着什么?Englander指出,在期货市场定价为约60个基点的情况下,对本周加息50个基点的第一反应将是美元走软和债市上涨,但这种情况是否持续将取决于随后传递的加息信息。当前投资者做多美元,做空债券,因此短期内存在一定的问题;然而,如果美联储主席鲍威尔坚持鹰派立场,投资者们可能会迅速扭转短期走势。相反,如果本周三美联储加息75个基点,同时暗示随后的加息步伐将下调至25个基点,那么加息75个基点将毫无意义。因此渣打认为,加息75个基点似乎可能伴随着鹰派表态,指出在随后的会议上加息50个基点或更多。对于100个基点的可能情况,这也许来自美联储认为需要“沃尔克时刻”,但预计美联储官员们还没有认为自己走到这一步,故预计没有必要采取如此激进的举措。渣打指出,美联储不太可能在周三加息75个基点甚至更多的另外重要原因是:需要量化紧缩(QT)。美联储将谨慎地表明量化紧缩步伐的变化。美联储似乎有强烈的潜在意愿,避免出现两条紧缩轨道(加息+QT),因此很可能传递稳定的信息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024656479,"gmtCreate":1653869656491,"gmtModify":1676535353285,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024656479","repostId":"1190992024","repostType":4,"repost":{"id":"1190992024","pubTimestamp":1653866406,"share":"https://www.laohu8.com/m/news/1190992024?lang=&edition=full","pubTime":"2022-05-30 07:20","market":"us","language":"en","title":"Co-Founder Fred Ehrsam Just Bought $1.8 Million in Coinbase (COIN) Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1190992024","media":"InvestorPlace","summary":"Coinbase(NASDAQ:COIN) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24The shar","content":"<html><head></head><body><ul><li><b>Coinbase</b>(NASDAQ:<b><u>COIN</u></b>) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24</li><li>The shares were purchased at an average price of $60.60</li><li>Ehrsam purchased the shares through <b>Paradigm</b></li></ul><p>Shares of Coinbase stock are in the spotlight today following another insider purchase from co-founder Fred Ehrsam. This is Ehrsam’sthird insider purchase of the crypto exchange this month. In fact, no Coinbase insider has purchased shares of COIN stock this year on the open market besides Ehrsam.</p><p>Ehrsam helped found Coinbase alongside current CEO Brian Armstrong. Eventually, he also moved away from the company and helped found Paradigm, an investment firm that focuses on cryptocurrency and Web 3.0 opportunities.</p><p>Let’s get into the details of Ehrsam’s purchase.</p><h2>Co-founder and Director Fred Ehrsam Buys COIN Stock</h2><p>On May 24, Fred Ehrsam purchased 30,030 shares at an average price of $60.60 per share. In total, the purchase amounted to just over $1.8 million. Ehrsam indirectly purchased all of these shares through the Paradigm One Fund. After the purchase, Ehrsam indirectly owns 1.12 million shares through the fund. He also owns another 1.13 million shares through the Frederick Ernest Ehrsam III Living Trust and 1,213 shares directly. Finally, Ehrsam owns an additional 2.58 million shares through the Paradigm Fund.</p><p>Earlier, on May 17, Ehrsam purchased385,260 shares through the Paradigm One Fund at average prices ranging between $63.92 and $66.52. The purchase amounted to a massive $25 million. However, Ehrsam made an even bigger purchase on May 13, purchasing706,554 shares at average prices ranging between $69.53 and $72.85. That purchase amounted to a whopping $50 million.</p><p>Ehrsam seems to be buying back shares at a discount after selling out shares following the company’s initial public offering (IPO). One article from <i>The Wall Street Journal</i> details how four Coinbase insiders sold $1.2 billion of COIN following the company’s IPO. These four insiders are co-founders Fred Ehrsam and Brian Armstrong as well as COO Emilie Choi and CPO Surojit Chatterjee. At its initial public offering, COIN stock initiated trading at $381. The four insiders sold shares at prices between $189 and $422. Today, the stock is trading in the low $70 range.</p><p>Armstrong sold shares worth $292 million through both himself and his trust. On top of that, Ehrsam sold nearly $500 million of COIN. Meanwhile, Choi “exercised options at a cost of $9.7 million […] while Chatterjee exercised options at a cost of $6 million.” Choi and Chatterjee also sold shares worth $226 million and $110 million, respectively.</p></body></html>","source":"lsy1606302653667","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>Co-Founder Fred Ehrsam Just Bought $1.8 Million in Coinbase (COIN) Stock</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\">\nCo-Founder Fred Ehrsam Just Bought $1.8 Million in Coinbase (COIN) Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 07:20 GMT+8 <a href=https://investorplace.com/2022/05/co-founder-fred-ehrsam-just-bought-1-8-million-in-coinbase-coin-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase(NASDAQ:COIN) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24The shares were purchased at an average price of $60.60Ehrsam purchased the shares through ParadigmShares of...</p>\n\n<a href=\"https://investorplace.com/2022/05/co-founder-fred-ehrsam-just-bought-1-8-million-in-coinbase-coin-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://investorplace.com/2022/05/co-founder-fred-ehrsam-just-bought-1-8-million-in-coinbase-coin-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190992024","content_text":"Coinbase(NASDAQ:COIN) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24The shares were purchased at an average price of $60.60Ehrsam purchased the shares through ParadigmShares of Coinbase stock are in the spotlight today following another insider purchase from co-founder Fred Ehrsam. This is Ehrsam’sthird insider purchase of the crypto exchange this month. In fact, no Coinbase insider has purchased shares of COIN stock this year on the open market besides Ehrsam.Ehrsam helped found Coinbase alongside current CEO Brian Armstrong. Eventually, he also moved away from the company and helped found Paradigm, an investment firm that focuses on cryptocurrency and Web 3.0 opportunities.Let’s get into the details of Ehrsam’s purchase.Co-founder and Director Fred Ehrsam Buys COIN StockOn May 24, Fred Ehrsam purchased 30,030 shares at an average price of $60.60 per share. In total, the purchase amounted to just over $1.8 million. Ehrsam indirectly purchased all of these shares through the Paradigm One Fund. After the purchase, Ehrsam indirectly owns 1.12 million shares through the fund. He also owns another 1.13 million shares through the Frederick Ernest Ehrsam III Living Trust and 1,213 shares directly. Finally, Ehrsam owns an additional 2.58 million shares through the Paradigm Fund.Earlier, on May 17, Ehrsam purchased385,260 shares through the Paradigm One Fund at average prices ranging between $63.92 and $66.52. The purchase amounted to a massive $25 million. However, Ehrsam made an even bigger purchase on May 13, purchasing706,554 shares at average prices ranging between $69.53 and $72.85. That purchase amounted to a whopping $50 million.Ehrsam seems to be buying back shares at a discount after selling out shares following the company’s initial public offering (IPO). One article from The Wall Street Journal details how four Coinbase insiders sold $1.2 billion of COIN following the company’s IPO. These four insiders are co-founders Fred Ehrsam and Brian Armstrong as well as COO Emilie Choi and CPO Surojit Chatterjee. At its initial public offering, COIN stock initiated trading at $381. The four insiders sold shares at prices between $189 and $422. Today, the stock is trading in the low $70 range.Armstrong sold shares worth $292 million through both himself and his trust. On top of that, Ehrsam sold nearly $500 million of COIN. Meanwhile, Choi “exercised options at a cost of $9.7 million […] while Chatterjee exercised options at a cost of $6 million.” Choi and Chatterjee also sold shares worth $226 million and $110 million, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026758806,"gmtCreate":1653437428405,"gmtModify":1676535281445,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026758806","repostId":"1154327965","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095438497,"gmtCreate":1644971298275,"gmtModify":1676533981259,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😎","listText":"😎","text":"😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095438497","repostId":"1149078738","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890451164,"gmtCreate":1628129594258,"gmtModify":1703501772533,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890451164","repostId":"2157835104","repostType":2,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803556201,"gmtCreate":1627450955303,"gmtModify":1703490222849,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803556201","repostId":"2154471932","repostType":2,"repost":{"id":"2154471932","pubTimestamp":1627247520,"share":"https://www.laohu8.com/m/news/2154471932?lang=&edition=full","pubTime":"2021-07-26 05:12","market":"us","language":"zh","title":"还是那个味!黑莓2021新手机渲染图曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2154471932","media":"中关村在线","summary":"黑莓几经易主,如今已经找到了新东家。而即将推出新手机的消息也不胫而走。不过,时至今日,黑莓的新品依然没有推出,不过在近日,外媒Letsgodigital就制作出了黑莓2021新品的外观图,依然实体的全键盘,以及方正的造型。不得不说,那个味真冲。对于黑莓这款手机的外观,你怎么看?","content":"<html><body><p cms-style=\"font-L isIntable \"><a href=\"https://laohu8.com/S/BBRY\">黑莓</a>几经易主,如今已经找到了新东家。而即将推出新手机的消息也不胫而走。不过,时至今日,<a href=\"https://laohu8.com/S/BB\">黑莓</a>的新品依然没有推出,不过在近日,外媒Letsgodigital就制作出了黑莓2021新品的外观图,依然实体的全键盘,以及方正的造型。不得不说,那个味真冲。对于黑莓这款手机的外观,你怎么看?</p>\n<figure>\n<img h=\"578\" src=\"http://n.sinaimg.cn/spider20210726/718/w940h578/20210726/8468-0a1910548e8828cf66d91f68d6eaa49c.jpg\" w=\"940\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"620\" src=\"http://n.sinaimg.cn/spider20210726/760/w940h620/20210726/7412-663b4776d38f3a8a4920905cd1f32167.jpg\" w=\"940\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"640\" src=\"http://n.sinaimg.cn/spider20210726/780/w940h640/20210726/4e52-e25ec181d3a477377e7c2c33575e8eee.jpg\" w=\"940\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"578\" src=\"http://n.sinaimg.cn/spider20210726/718/w940h578/20210726/478d-b8482eaac706d80526569900df4ae799.jpg\" w=\"940\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"622\" src=\"http://n.sinaimg.cn/spider20210726/762/w940h622/20210726/4ae5-4a144a73988ad83ec20f15411827ed5a.jpg\" w=\"940\"/>\n<h2></h2>\n</figure>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>还是那个味!黑莓2021新手机渲染图曝光</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还是那个味!黑莓2021新手机渲染图曝光\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 05:12 北京时间 <a href=https://tech.sina.cn/mobile/xp/2021-07-26/detail-ikqciyzk7627860.d.html?vt=4><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黑莓几经易主,如今已经找到了新东家。而即将推出新手机的消息也不胫而走。不过,时至今日,黑莓的新品依然没有推出,不过在近日,外媒Letsgodigital就制作出了黑莓2021新品的外观图,依然实体的全键盘,以及方正的造型。不得不说,那个味真冲。对于黑莓这款手机的外观,你怎么看?</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2021-07-26/detail-ikqciyzk7627860.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/667/w400h267/20210726/e2fb-24bfb81f888fbdd8d1edd5bc3c8c45a1.jpg/w120h90l50t1215.jpg","relate_stocks":{"BB":"黑莓"},"source_url":"https://tech.sina.cn/mobile/xp/2021-07-26/detail-ikqciyzk7627860.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154471932","content_text":"黑莓几经易主,如今已经找到了新东家。而即将推出新手机的消息也不胫而走。不过,时至今日,黑莓的新品依然没有推出,不过在近日,外媒Letsgodigital就制作出了黑莓2021新品的外观图,依然实体的全键盘,以及方正的造型。不得不说,那个味真冲。对于黑莓这款手机的外观,你怎么看?","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177985511,"gmtCreate":1627176129333,"gmtModify":1703485020940,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177985511","repostId":"2154558939","repostType":4,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572683426659077","authorId":"3572683426659077","name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","crmLevel":3,"crmLevelSwitch":0},"content":"Student driveHeart","text":"Student driveHeart","html":"Student driveHeart"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175300036,"gmtCreate":1627005057525,"gmtModify":1703482257122,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175300036","repostId":"1145426029","repostType":4,"repost":{"id":"1145426029","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台,只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1627004634,"share":"https://www.laohu8.com/m/news/1145426029?lang=&edition=full","pubTime":"2021-07-23 09:43","market":"us","language":"zh","title":"路易威登宣布终止与吴亦凡合作关系","url":"https://stock-news.laohu8.com/highlight/detail?id=1145426029","media":"界面新闻","summary":"@路易威登 微博7月23日发布声明称,鉴于相关通报,路易威登宣布终止与吴亦凡先生之合作关系。至此,吴亦凡所有的商务代言品牌均已发布声明终止与其合作关系。","content":"<div>\n<p>@路易威登 微博7月23日发布声明称,鉴于相关通报,路易威登宣布终止与吴亦凡先生之合作关系。至此,吴亦凡所有的商务代言品牌均已发布声明终止与其合作关系。</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>路易威登宣布终止与吴亦凡合作关系</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路易威登宣布终止与吴亦凡合作关系\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-23 09:43 北京时间 <strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>@路易威登 微博7月23日发布声明称,鉴于相关通报,路易威登宣布终止与吴亦凡先生之合作关系。至此,吴亦凡所有的商务代言品牌均已发布声明终止与其合作关系。</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26f7117b8f61d803c2af1c8c8191ab6b","relate_stocks":{"LVMUY":"路易威登"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145426029","content_text":"@路易威登 微博7月23日发布声明称,鉴于相关通报,路易威登宣布终止与吴亦凡先生之合作关系。至此,吴亦凡所有的商务代言品牌均已发布声明终止与其合作关系。","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172967144,"gmtCreate":1626928351388,"gmtModify":1703480778006,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172967144","repostId":"1156634716","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149618013,"gmtCreate":1625721912232,"gmtModify":1703747116678,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149618013","repostId":"2149310828","repostType":4,"repost":{"id":"2149310828","pubTimestamp":1625721752,"share":"https://www.laohu8.com/m/news/2149310828?lang=&edition=full","pubTime":"2021-07-08 13:22","market":"hk","language":"zh","title":"烧钱太疯狂?造车吓退投资人","url":"https://stock-news.laohu8.com/highlight/detail?id=2149310828","media":"好看商业","summary":"投资人为什么怕了?","content":"<p>7月7日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>登陆港股,成港交所“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车第一股”。</p>\n<p><img src=\"https://static.tigerbbs.com/5eb0061f36bc078c5f5185507799a8fa\" tg-width=\"1080\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p>小鹏在港股挂牌,只是“造车三傻”(<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想)闯香港的开始。</p>\n<p>此前,蔚来、理想也传出要在港股上市的消息。</p>\n<p>而多地上市,先美股,再港股,最后上A股,很可能成为“造车三傻”共同的融资路径。</p>\n<p>毕竟,要玩造车这个游戏,钱是多多益善的。</p>\n<p>2021年,造车再次站上风口,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、小米、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、360等互联网、科技巨头纷纷跨界造车;上汽、吉利这样的传统整车厂也纷纷推出新的智能汽车品牌;华为虽然声称不造车,但也积极投身造车产业,要帮助车企造车。</p>\n<p>相比上一轮明星创业者入局造车,这一波巨头看上去更“狠”一些——他们有更强的资金和资源优势,对造车似乎志在必得。</p>\n<p>无论是有头有脸的明星创业者,还是这一波科技巨头,他们躬身入局造车显然是认真的。</p>\n<p>毕竟,不烧几百亿资金可能都造不出一辆车,而燃油车向电动车过度、传统汽车向智能汽车过度、国产汽车“弯道超车”的多重时代机遇没人愿意错过。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、蔚来、理想、和小鹏这些先行者业绩和市值的飙升也成为更多入局者的信心支撑。</p>\n<p>这一波巨头的入局也让造车变成了更高阶的烧钱游戏,入场的门票越来越贵,越来越少,入场风险也越来越高。</p>\n<p><b>但与之形成强烈反差的是,投资者已经普遍冷静下来。“投不起、不敢投”成为一级市场很多人的状态。二级市场虽然对新造车关注度很高,但也普遍认为估值比较高了,行业竞争升级成主要风险。</b></p>\n<p>港股挂牌首日,小鹏以168港元开盘,较发行价略高1.8%,但很快破发,股价最低触及159.3港元,最终以165港元收盘。</p>\n<p>可见,对于智能电动汽车,港股投资人的顾虑已经显现。</p>\n<p>新造车烧钱从未停止,盈利尚未实现,竞争却持续升级。在这个异常比拼“钞能力”的阶段,谁能最终留在牌桌上?</p>\n<h2><b>1 </b><b>造车新势力为什么拼命融资?</b></h2>\n<p>近两年中概股回港成为趋势,以小鹏汽车为代表的造车新势力也加入了回港大潮。</p>\n<p>这一次,小鹏登陆港股采用的是“双重主要上市”(Dual Primary Listing)的方式。</p>\n<p>与“二次上市”不同,“双重主要上市”是指具有双上市主体,其上市审核更严格,因此更容易被纳入港股通,方便A股投资者参与。这也被视作小鹏汽车为A股上市铺路。</p>\n<p>长桥证券海豚投研团队认为,回港上市能为造车新势力带来这样几点好处:规避在美股的潜在退市风险;丰富融资渠道;扩大企业和产品的影响力。</p>\n<p>去年5月,美国国会参议院批准通过《外国公司问责法案》,该方案被视为主要针对在美上市的中国公司。</p>\n<p>该法案要求,外国发行人连续三年不能满足美国公众公司会计监督委员会对会计师事务所检查要求的,其证券禁止在美交易。</p>\n<p>“美股退市风险比A股高,中概股有时会集体面临信任危机,就可能会触发退市风险,”海豚投研团队认为。</p>\n<p>造车新势力谋求多地上市此前就有预兆。</p>\n<p>今年3月初,路透社曾报道,蔚来汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>和小鹏汽车计划最快今年在香港上市。根据其美股市值推断,预计三家共可筹资50亿美元。</p>\n<p>5月25日,在发布2021款理想ONE后,理想汽车创始人李想公开表示,“未来不介意任何方式去获得更多的资金储备”,不排斥从二级市场融资、银行贷款和发债等方式获取资金。</p>\n<p>其实短期来看,三家新造车公司的账上都不缺钱。截至今年一季度末,蔚来、小鹏和理想的资金储备分别为:475.5亿元,362亿元、303.6亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/635c0c0010c12192e9c20dbe50244b97\" tg-width=\"850\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p>但烧钱从未停止,盈利尚未开始。账上的几百亿资金,还不能给他们足够的安全感。</p>\n<p>他们要花钱的地方还有很多。海豚投研分析,智能车技术路线的不成熟导致研发投入压力大;颠覆商业模式也需要配合直营的销售模式,展厅和销售人员的成本,这些都使得造车新势力想实现毛利率转正本身就比较困难。同时他们还面临产品和人才的激烈竞争。</p>\n<p><b>一家互联网券商的高管提到,造车新势力在多地上市应该是一开始就设计好的方案,因为造车的资金需求量太大,先上美股,再回港股,下一步可能就要寻求A股IPO,且这个顺序不能反过来,因为如果首次上市放在国内,他们的状况很容易卡住,等不起。</b></p>\n<p>今年以来,三家新造车公司均通过推出新车型、升级配套软件、扩充服务和销售网络等方式来做大规模。研发投入更是大头,2021年他们都将重金投入研发,蔚来和理想分别明确今年会豪掷50亿元、30亿元作为研发费用。</p>\n<p>而从盈利状况来看,虽然在2020财年三家公司的毛利率均已转正,但整体仍处于亏损之中。今年Q1三家车企合计净亏损超过15亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/61f3bb64c9dd3e943763f600ffd632b6\" tg-width=\"854\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>想实现真正的盈利,需要更大规模的交付量。对于盈利预期,率先在港上市的小鹏预计在2023年底或2024年实现收支平衡。</p>\n<p>在谋求多地上市之前,三家新造车公司已经在美股多次通过增发股票融资。</p>\n<p>2020年12月4日,理想汽车申请增发4700万美国存托股,据当时的估算,如果承销商行使超额配售权,总计将筹得约18.41亿美元。同年12月7日,小鹏通过美股增发,最多融资21.6亿美元,为中概股史上最大规模的首次股票增发。</p>\n<p>蔚来在过去一年内完成三次美股增发,前两次分别融资4.9亿美元和17.3亿美元;去年12月14日的增发最大募集金额为30.5亿美元。</p>\n<p>尽管不断多渠道吸金,新造车公司对资金的焦虑不减。小鹏在港股招股书中做出风险提示——“企业目前仍在产生亏损和负经营现金流,这一情况可能还会持续一段时间”。</p>\n<p>相比头部的三家公司,二线新造车品牌更是挣扎在温饱边缘。</p>\n<p><b>新造车公司在一级市场的融资变得越来越困难。在新造车公司和传统主机厂的双重夹击下,二线新造车品牌纷纷将融资希望寄托在二级市场。</b></p>\n<p>今年4月,<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>在港股定增筹资260亿港元。此外,恒大汽车、哪吒汽车、爱驰汽车、零跑汽车和天际汽车均希望登陆科创板融资。</p>\n<p>但科创板“汽车第一股”至今难产。不久前,威马汽车在科创板的IPO受阻,这也为其它二线新造车品牌的上市蒙上阴影。</p>\n<h2><b>2 </b><b>巨头进场,竞争是如何升级的?</b></h2>\n<p>造车新势力为什么焦虑?</p>\n<p>很显然,新造车赛道已经变成了大玩家的比拼——传统整车厂、科技巨头、跨界巨头们各显神通。</p>\n<p>这些公司或有供应链优势,或有资金实力,或有技术积淀,或兼具多种优势,在“块头”上往往比造车新势力更大更猛。</p>\n<p>巨头进场,也让新造车行业的“钞能力”比拼被拉升到新的段位。</p>\n<p>在资金实力上,无论是自掏腰包,还是外部融资,各家都在紧密扩充粮草弹药。</p>\n<p><img src=\"https://static.tigerbbs.com/0d33e3a7d17e8005e0d4afb44d2a2010\" tg-width=\"902\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p>\n<p>好看商业根据公开信息制图</p>\n<p>今年3月,百度与吉利合资成立了智能汽车公司集度汽车。其CEO夏一平称,在第一款车推出后,计划未来五年投资规模约500亿元。</p>\n<p>他还表示,“对外融资是一定要做的事,计划今年第三季度会做对外融资”。</p>\n<p>把造车视为创业生涯最后一次豪赌的雷军,也一改往常的俭朴姿态,放话“小米不差钱、亏得起”,并宣布10年投资100亿美元造车,首期投资100亿元人民币。</p>\n<p><img src=\"https://static.tigerbbs.com/7d2f25f650b4cefedfdbcc919a15b19c\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p>\n<p>周鸿祎和他的360不想错过这场汽车革命。但360并不是亲自造车,而是通过入股哪吒汽车,试水为车企提供安全技术的可行性。</p>\n<p>在战略领投了哪吒汽车的30亿元D轮融资后,360或成哪吒汽车的第二大股东。短期内,360主要为为哪吒汽车输出360的安全系统。据周鸿祎计划,哪吒只是360的样本,未来为更多车企提供安全技术。</p>\n<p><a href=\"https://laohu8.com/S/00751\">创维集团</a>董事长、同时也是开沃新能源汽车董事长的黄宏生宣布,创维汽车目前已经投入100亿元,建立起商乘两用的体系;未来再还将再投资300亿元。</p>\n<p>更早入局造车的恒大汽车则展现了一贯的“壕无人性”。</p>\n<p>2020年报显示,他们正在同步研发14款车;在新能源汽车产业已累计总投入474亿元,其中249亿元用于收购核心技术和研发费用,225亿元用于车厂建设、设备采购、汽车零部件采购等。</p>\n<p>在整车厂阵营,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>与<a href=\"https://laohu8.com/S/600104\">上汽集团</a>也加大了新能源车的投入。</p>\n<p>比亚迪是目前汽车行业内唯一在新能源汽车全产业链布局的公司。2018-2020三年间,比亚迪每年的研发金额均超过80亿元,三年总计投入约250亿。</p>\n<p>在爆款车型——“比亚迪*汉”拉动其新能源销量后,比亚迪还将在动力电池、DMI混动系统和软件系统上发力。</p>\n<p>此前在新能源上发展缓慢的吉利汽车,希望通过新品牌吉利极氪001打场翻身仗。吉利极氪001于上海车展首次亮相,并计划今年Q4交付。这款车由吉利SEA浩瀚智能架构一手打造。为打造这款智能架构平台,吉利耗时4年,投入超过180亿元。</p>\n<p>公开数据显示,吉利在新能源研发及产业已投入超300亿元。在寻求科创板上市的招股书中,吉利称还将加大研发投入,拟募资200亿元,其中约80亿元用于新能源新车型开发或现有部分车型的升级换代;约30亿元用于新能源技术相关的前瞻技术研发项目。不过,在科创板上市折戟后,吉利表示将寻求外部融资。</p>\n<p>去年11月底,上汽联合阿里合资成立了纯电汽车品牌“智己汽车”,首轮融资达到100亿人民币,这也成为新造车里首轮融资就达到100亿元的项目。</p>\n<p><b>一边囤积粮草,一边招兵买马。今年以来,新能源汽车汽车“抢人大战”已至白热化阶段。</b></p>\n<p>各个新造车玩家开始高薪挖人。猎聘今年1月发布的报告显示,新能源汽车已经成为新发职位增长最快领域,同比激增103.53%。随着新玩家入场,年薪几百万抢人的消息不绝于耳。</p>\n<p>近日,小米于公司官网发布20余个需要“急聘”的自动驾驶相关岗位;集度汽车计划明年年底达到2000人-3000人的规模,其中包括400-500名软件工程师。</p>\n<p>6月以来,360智能汽车团队开启招聘,周鸿祎在<a href=\"https://laohu8.com/S/WB\">微博</a>亲自吆喝,欢迎汽车界人才自荐,称公司“在薪酬待遇方面全面放开、全力支持”。</p>\n<p>今年4月,理想汽车上海研发中心招聘已经启动,预计招聘规模超过2000人。小鹏汽车到2021年底研发人员数量也将翻倍。</p>\n<p><b>除挖人大战外,建厂扩充产能、扩充线下门店也需要投入大笔资金。</b></p>\n<p>为颠覆传统的4S店,蔚来、理想和小鹏等新势力,已经在购物中心争相开线下店。</p>\n<p>即便是反复强调做车企供应商的华为,也加入到开店大军中。据<a href=\"https://laohu8.com/S/00700\">腾讯</a>深网报道,为实现余承东内部敲定明年销售30万台的目标,华为计划7月底前在200家体验店卖车,年底拓展到1000家以上。</p>\n<h2><b>3 </b><b>投资人为什么怕了?</b></h2>\n<p>造车运动如烈火烹油,造车项目的投资却像飞蛾扑火。</p>\n<p><b>投资人对造车项目已普遍冷静。多家PE/VC机构对好看商业表示,“不敢投”、“投不起”、“现在进场太晚了”。</b></p>\n<p>一个业界的共识是,新造车已成为一个更高阶的资本游戏,入场的门票越来越贵,越来越少,风险越来越高。个人创业者也不适合再入场造整车。</p>\n<p>“无论是做整车的早期项目、还是基金新入局投资,这个点进场都太晚了,”一家外资投资机构告诉好看商业,现在机会少了,投资的成本也更高了;即便是有产业背景的造车项目,也要看投资成本。</p>\n<p>一位本土Pe投资人甚至直言,“我不看整车,因为盘子太大、投不起、里头都是坑,最后有个百死一生都算好的。”</p>\n<p>“之前有很多基金都撒了钱,然后死在里面了,大家都意识到这是一个长期投资的事情” 一家关注汽车赛道的FA机构称,包括地方政府、产业资本在内,现在敢赌这个行业的不多了,因为之前敢赌的都已经赌过了。</p>\n<p><b>即便是实力雄厚的地方政府基金,对投资新造车也有点“望而却步”。</b></p>\n<p>一家服务于地方政府招商引资的企业负责人告诉好看商业,“政府基金对投资整车项目普遍持消极态度。如果是传统整车厂做的智能汽车项目还比较支持,其它的就算了,特别是对那些早期的整车项目,会非常谨慎”。</p>\n<p>这个趋势也不是一天形成的。</p>\n<p>it桔子有一份截至2020年Q3的“近5个季度”的数据,其中显示,融资额超过40亿元的热门行业里,“新车制造及硬件”融资事件只有15起,融资总额227.44亿元,远不及生物医药、医疗器械、集成电路、美食、视频、直播这样的行业热门。</p>\n<p><img src=\"https://static.tigerbbs.com/68eb02f4553921a70f6e20ee5b0b9e01\" tg-width=\"834\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p>\n<p>北汽产投联合清科研究中心发布的一份报告显示,其实2016年以来,泛汽车与大出行领域投资金额占股权投资市场比重就在下滑,从2016年的27.5%下降为2019年的14%。</p>\n<p>进入2021年,新造车公司的私募融资案更是例屈指可数。</p>\n<p>据公开信息,1月份,零跑科技公布 B 轮融资,金额 43 亿元,战略投资方包括国投创益、浙大九涌铧资本等。拜腾汽车重启,与富士康科技集团、南京经济技术开发区签署战略合作框架协议。</p>\n<p><b>投资人对造车的“畏惧感”,部分来自造车赛道的投资风险越来越高;还有部分来自上一轮投资失败的惨案。</b></p>\n<p>比如贾跃亭的“乐视汽车事故”。</p>\n<p>2016年9月11月,乐视分别完成两轮融资,规模近17亿美金,投资方不乏国家电网旗下的英大资本、深创投、新华联集团等知名机构。但乐视生态资金链断裂后,乐视汽车投资方被深套。</p>\n<p><img src=\"https://static.tigerbbs.com/01faa1c3bd932212de51a245f42efd85\" tg-width=\"1058\" tg-height=\"216\" referrerpolicy=\"no-referrer\"></p>\n<p>乐视汽车目前是否已退还投资方资金不得而知。虽然仍在存续状态,但其已经多次成为失信被执行人,官司缠身。</p>\n<p>江苏地方政府也曾在新能源汽车项目上接连踩雷。据公开信息,江苏给予诸多支持的新造车公司拜腾、赛麟和博郡汽车烧光160亿之后,纷纷陷入关停、倒闭的困局。</p>\n<p>这些“惨案”足以让一级市场投资人望而却步。</p>\n<p><b>在二级市场,投资人对新造车股票依然有较高关注度。</b></p>\n<p>在港股,小鹏汽车的IPO招股期间获得近15倍超额认购。</p>\n<p>在美股,截至7月7日的2个月里,蔚来、小鹏、理想的股票分别录得约70%、90%和100%的涨幅。同期特斯拉的股价涨幅最小,约为5%。</p>\n<p>在A股,比亚迪股价在横盘一段时间后,过去不到2个月时间里涨超85%。</p>\n<p><img src=\"https://static.tigerbbs.com/a57909782454eb173ac6f6285a6be053\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>\n<p>国内知名券商的一位汽车分析师提到,智能汽车股股价上涨背后,除了业绩飙升的刺激,还受益于他们软件服务营收的增加。</p>\n<p>“如果智能电动汽车可以完成从整车到软件服务、数据收入的闭环,二级市场是不会吝啬给他们高估值的”,他说。</p>\n<p>长桥证券海豚投研团队认为,智能电动汽车的广阔前景目前是没有质疑的,中国、欧盟等的政策也很给力,但竞争升级成主要风险。</p>\n<p>他们认为,二级市场对智能汽车的关注度仍然很高,但目前普遍认为估值也比较高了,所以二级市场的关注点会扩散到汽车产业链上的公司。</p>\n<p><b>当很多人还在关注新造车的估值和风险时,赛富亚洲投资基金创始管理合伙人阎焱已经预感到了行业洗牌的来临。</b></p>\n<p>阎焱近日接受媒体采访时断言:造车新势力的倒闭潮不会太远,现在很多家已经奄奄一息了;因为没有几百亿的投资,车造不出来。</p>\n<p>造车如今已经演变成一场运动,并步入疯狂比拼“钞能力”的时代。怎么才能留在牌桌上呢?</p>\n<p>这个问题有奖竞猜,答案至少价值千亿美金。</p>","source":"lsy1622337641338","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>烧钱太疯狂?造车吓退投资人</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烧钱太疯狂?造车吓退投资人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 13:22 北京时间 <a href=https://36kr.com/p/1301423355117957><strong>好看商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月7日,小鹏汽车登陆港股,成港交所“智能电动汽车第一股”。\n\n小鹏在港股挂牌,只是“造车三傻”(蔚来、小鹏、理想)闯香港的开始。\n此前,蔚来、理想也传出要在港股上市的消息。\n而多地上市,先美股,再港股,最后上A股,很可能成为“造车三傻”共同的融资路径。\n毕竟,要玩造车这个游戏,钱是多多益善的。\n2021年,造车再次站上风口,百度、小米、滴滴、360等互联网、科技巨头纷纷跨界造车;上汽、吉利这样的...</p>\n\n<a href=\"https://36kr.com/p/1301423355117957\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb0061f36bc078c5f5185507799a8fa","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","09868":"小鹏汽车-W"},"source_url":"https://36kr.com/p/1301423355117957","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149310828","content_text":"7月7日,小鹏汽车登陆港股,成港交所“智能电动汽车第一股”。\n\n小鹏在港股挂牌,只是“造车三傻”(蔚来、小鹏、理想)闯香港的开始。\n此前,蔚来、理想也传出要在港股上市的消息。\n而多地上市,先美股,再港股,最后上A股,很可能成为“造车三傻”共同的融资路径。\n毕竟,要玩造车这个游戏,钱是多多益善的。\n2021年,造车再次站上风口,百度、小米、滴滴、360等互联网、科技巨头纷纷跨界造车;上汽、吉利这样的传统整车厂也纷纷推出新的智能汽车品牌;华为虽然声称不造车,但也积极投身造车产业,要帮助车企造车。\n相比上一轮明星创业者入局造车,这一波巨头看上去更“狠”一些——他们有更强的资金和资源优势,对造车似乎志在必得。\n无论是有头有脸的明星创业者,还是这一波科技巨头,他们躬身入局造车显然是认真的。\n毕竟,不烧几百亿资金可能都造不出一辆车,而燃油车向电动车过度、传统汽车向智能汽车过度、国产汽车“弯道超车”的多重时代机遇没人愿意错过。\n特斯拉、蔚来、理想、和小鹏这些先行者业绩和市值的飙升也成为更多入局者的信心支撑。\n这一波巨头的入局也让造车变成了更高阶的烧钱游戏,入场的门票越来越贵,越来越少,入场风险也越来越高。\n但与之形成强烈反差的是,投资者已经普遍冷静下来。“投不起、不敢投”成为一级市场很多人的状态。二级市场虽然对新造车关注度很高,但也普遍认为估值比较高了,行业竞争升级成主要风险。\n港股挂牌首日,小鹏以168港元开盘,较发行价略高1.8%,但很快破发,股价最低触及159.3港元,最终以165港元收盘。\n可见,对于智能电动汽车,港股投资人的顾虑已经显现。\n新造车烧钱从未停止,盈利尚未实现,竞争却持续升级。在这个异常比拼“钞能力”的阶段,谁能最终留在牌桌上?\n1 造车新势力为什么拼命融资?\n近两年中概股回港成为趋势,以小鹏汽车为代表的造车新势力也加入了回港大潮。\n这一次,小鹏登陆港股采用的是“双重主要上市”(Dual Primary Listing)的方式。\n与“二次上市”不同,“双重主要上市”是指具有双上市主体,其上市审核更严格,因此更容易被纳入港股通,方便A股投资者参与。这也被视作小鹏汽车为A股上市铺路。\n长桥证券海豚投研团队认为,回港上市能为造车新势力带来这样几点好处:规避在美股的潜在退市风险;丰富融资渠道;扩大企业和产品的影响力。\n去年5月,美国国会参议院批准通过《外国公司问责法案》,该方案被视为主要针对在美上市的中国公司。\n该法案要求,外国发行人连续三年不能满足美国公众公司会计监督委员会对会计师事务所检查要求的,其证券禁止在美交易。\n“美股退市风险比A股高,中概股有时会集体面临信任危机,就可能会触发退市风险,”海豚投研团队认为。\n造车新势力谋求多地上市此前就有预兆。\n今年3月初,路透社曾报道,蔚来汽车、理想汽车和小鹏汽车计划最快今年在香港上市。根据其美股市值推断,预计三家共可筹资50亿美元。\n5月25日,在发布2021款理想ONE后,理想汽车创始人李想公开表示,“未来不介意任何方式去获得更多的资金储备”,不排斥从二级市场融资、银行贷款和发债等方式获取资金。\n其实短期来看,三家新造车公司的账上都不缺钱。截至今年一季度末,蔚来、小鹏和理想的资金储备分别为:475.5亿元,362亿元、303.6亿元。\n\n但烧钱从未停止,盈利尚未开始。账上的几百亿资金,还不能给他们足够的安全感。\n他们要花钱的地方还有很多。海豚投研分析,智能车技术路线的不成熟导致研发投入压力大;颠覆商业模式也需要配合直营的销售模式,展厅和销售人员的成本,这些都使得造车新势力想实现毛利率转正本身就比较困难。同时他们还面临产品和人才的激烈竞争。\n一家互联网券商的高管提到,造车新势力在多地上市应该是一开始就设计好的方案,因为造车的资金需求量太大,先上美股,再回港股,下一步可能就要寻求A股IPO,且这个顺序不能反过来,因为如果首次上市放在国内,他们的状况很容易卡住,等不起。\n今年以来,三家新造车公司均通过推出新车型、升级配套软件、扩充服务和销售网络等方式来做大规模。研发投入更是大头,2021年他们都将重金投入研发,蔚来和理想分别明确今年会豪掷50亿元、30亿元作为研发费用。\n而从盈利状况来看,虽然在2020财年三家公司的毛利率均已转正,但整体仍处于亏损之中。今年Q1三家车企合计净亏损超过15亿元。\n\n想实现真正的盈利,需要更大规模的交付量。对于盈利预期,率先在港上市的小鹏预计在2023年底或2024年实现收支平衡。\n在谋求多地上市之前,三家新造车公司已经在美股多次通过增发股票融资。\n2020年12月4日,理想汽车申请增发4700万美国存托股,据当时的估算,如果承销商行使超额配售权,总计将筹得约18.41亿美元。同年12月7日,小鹏通过美股增发,最多融资21.6亿美元,为中概股史上最大规模的首次股票增发。\n蔚来在过去一年内完成三次美股增发,前两次分别融资4.9亿美元和17.3亿美元;去年12月14日的增发最大募集金额为30.5亿美元。\n尽管不断多渠道吸金,新造车公司对资金的焦虑不减。小鹏在港股招股书中做出风险提示——“企业目前仍在产生亏损和负经营现金流,这一情况可能还会持续一段时间”。\n相比头部的三家公司,二线新造车品牌更是挣扎在温饱边缘。\n新造车公司在一级市场的融资变得越来越困难。在新造车公司和传统主机厂的双重夹击下,二线新造车品牌纷纷将融资希望寄托在二级市场。\n今年4月,恒大汽车在港股定增筹资260亿港元。此外,恒大汽车、哪吒汽车、爱驰汽车、零跑汽车和天际汽车均希望登陆科创板融资。\n但科创板“汽车第一股”至今难产。不久前,威马汽车在科创板的IPO受阻,这也为其它二线新造车品牌的上市蒙上阴影。\n2 巨头进场,竞争是如何升级的?\n造车新势力为什么焦虑?\n很显然,新造车赛道已经变成了大玩家的比拼——传统整车厂、科技巨头、跨界巨头们各显神通。\n这些公司或有供应链优势,或有资金实力,或有技术积淀,或兼具多种优势,在“块头”上往往比造车新势力更大更猛。\n巨头进场,也让新造车行业的“钞能力”比拼被拉升到新的段位。\n在资金实力上,无论是自掏腰包,还是外部融资,各家都在紧密扩充粮草弹药。\n\n好看商业根据公开信息制图\n今年3月,百度与吉利合资成立了智能汽车公司集度汽车。其CEO夏一平称,在第一款车推出后,计划未来五年投资规模约500亿元。\n他还表示,“对外融资是一定要做的事,计划今年第三季度会做对外融资”。\n把造车视为创业生涯最后一次豪赌的雷军,也一改往常的俭朴姿态,放话“小米不差钱、亏得起”,并宣布10年投资100亿美元造车,首期投资100亿元人民币。\n\n周鸿祎和他的360不想错过这场汽车革命。但360并不是亲自造车,而是通过入股哪吒汽车,试水为车企提供安全技术的可行性。\n在战略领投了哪吒汽车的30亿元D轮融资后,360或成哪吒汽车的第二大股东。短期内,360主要为为哪吒汽车输出360的安全系统。据周鸿祎计划,哪吒只是360的样本,未来为更多车企提供安全技术。\n创维集团董事长、同时也是开沃新能源汽车董事长的黄宏生宣布,创维汽车目前已经投入100亿元,建立起商乘两用的体系;未来再还将再投资300亿元。\n更早入局造车的恒大汽车则展现了一贯的“壕无人性”。\n2020年报显示,他们正在同步研发14款车;在新能源汽车产业已累计总投入474亿元,其中249亿元用于收购核心技术和研发费用,225亿元用于车厂建设、设备采购、汽车零部件采购等。\n在整车厂阵营,比亚迪、吉利汽车与上汽集团也加大了新能源车的投入。\n比亚迪是目前汽车行业内唯一在新能源汽车全产业链布局的公司。2018-2020三年间,比亚迪每年的研发金额均超过80亿元,三年总计投入约250亿。\n在爆款车型——“比亚迪*汉”拉动其新能源销量后,比亚迪还将在动力电池、DMI混动系统和软件系统上发力。\n此前在新能源上发展缓慢的吉利汽车,希望通过新品牌吉利极氪001打场翻身仗。吉利极氪001于上海车展首次亮相,并计划今年Q4交付。这款车由吉利SEA浩瀚智能架构一手打造。为打造这款智能架构平台,吉利耗时4年,投入超过180亿元。\n公开数据显示,吉利在新能源研发及产业已投入超300亿元。在寻求科创板上市的招股书中,吉利称还将加大研发投入,拟募资200亿元,其中约80亿元用于新能源新车型开发或现有部分车型的升级换代;约30亿元用于新能源技术相关的前瞻技术研发项目。不过,在科创板上市折戟后,吉利表示将寻求外部融资。\n去年11月底,上汽联合阿里合资成立了纯电汽车品牌“智己汽车”,首轮融资达到100亿人民币,这也成为新造车里首轮融资就达到100亿元的项目。\n一边囤积粮草,一边招兵买马。今年以来,新能源汽车汽车“抢人大战”已至白热化阶段。\n各个新造车玩家开始高薪挖人。猎聘今年1月发布的报告显示,新能源汽车已经成为新发职位增长最快领域,同比激增103.53%。随着新玩家入场,年薪几百万抢人的消息不绝于耳。\n近日,小米于公司官网发布20余个需要“急聘”的自动驾驶相关岗位;集度汽车计划明年年底达到2000人-3000人的规模,其中包括400-500名软件工程师。\n6月以来,360智能汽车团队开启招聘,周鸿祎在微博亲自吆喝,欢迎汽车界人才自荐,称公司“在薪酬待遇方面全面放开、全力支持”。\n今年4月,理想汽车上海研发中心招聘已经启动,预计招聘规模超过2000人。小鹏汽车到2021年底研发人员数量也将翻倍。\n除挖人大战外,建厂扩充产能、扩充线下门店也需要投入大笔资金。\n为颠覆传统的4S店,蔚来、理想和小鹏等新势力,已经在购物中心争相开线下店。\n即便是反复强调做车企供应商的华为,也加入到开店大军中。据腾讯深网报道,为实现余承东内部敲定明年销售30万台的目标,华为计划7月底前在200家体验店卖车,年底拓展到1000家以上。\n3 投资人为什么怕了?\n造车运动如烈火烹油,造车项目的投资却像飞蛾扑火。\n投资人对造车项目已普遍冷静。多家PE/VC机构对好看商业表示,“不敢投”、“投不起”、“现在进场太晚了”。\n一个业界的共识是,新造车已成为一个更高阶的资本游戏,入场的门票越来越贵,越来越少,风险越来越高。个人创业者也不适合再入场造整车。\n“无论是做整车的早期项目、还是基金新入局投资,这个点进场都太晚了,”一家外资投资机构告诉好看商业,现在机会少了,投资的成本也更高了;即便是有产业背景的造车项目,也要看投资成本。\n一位本土Pe投资人甚至直言,“我不看整车,因为盘子太大、投不起、里头都是坑,最后有个百死一生都算好的。”\n“之前有很多基金都撒了钱,然后死在里面了,大家都意识到这是一个长期投资的事情” 一家关注汽车赛道的FA机构称,包括地方政府、产业资本在内,现在敢赌这个行业的不多了,因为之前敢赌的都已经赌过了。\n即便是实力雄厚的地方政府基金,对投资新造车也有点“望而却步”。\n一家服务于地方政府招商引资的企业负责人告诉好看商业,“政府基金对投资整车项目普遍持消极态度。如果是传统整车厂做的智能汽车项目还比较支持,其它的就算了,特别是对那些早期的整车项目,会非常谨慎”。\n这个趋势也不是一天形成的。\nit桔子有一份截至2020年Q3的“近5个季度”的数据,其中显示,融资额超过40亿元的热门行业里,“新车制造及硬件”融资事件只有15起,融资总额227.44亿元,远不及生物医药、医疗器械、集成电路、美食、视频、直播这样的行业热门。\n\n北汽产投联合清科研究中心发布的一份报告显示,其实2016年以来,泛汽车与大出行领域投资金额占股权投资市场比重就在下滑,从2016年的27.5%下降为2019年的14%。\n进入2021年,新造车公司的私募融资案更是例屈指可数。\n据公开信息,1月份,零跑科技公布 B 轮融资,金额 43 亿元,战略投资方包括国投创益、浙大九涌铧资本等。拜腾汽车重启,与富士康科技集团、南京经济技术开发区签署战略合作框架协议。\n投资人对造车的“畏惧感”,部分来自造车赛道的投资风险越来越高;还有部分来自上一轮投资失败的惨案。\n比如贾跃亭的“乐视汽车事故”。\n2016年9月11月,乐视分别完成两轮融资,规模近17亿美金,投资方不乏国家电网旗下的英大资本、深创投、新华联集团等知名机构。但乐视生态资金链断裂后,乐视汽车投资方被深套。\n\n乐视汽车目前是否已退还投资方资金不得而知。虽然仍在存续状态,但其已经多次成为失信被执行人,官司缠身。\n江苏地方政府也曾在新能源汽车项目上接连踩雷。据公开信息,江苏给予诸多支持的新造车公司拜腾、赛麟和博郡汽车烧光160亿之后,纷纷陷入关停、倒闭的困局。\n这些“惨案”足以让一级市场投资人望而却步。\n在二级市场,投资人对新造车股票依然有较高关注度。\n在港股,小鹏汽车的IPO招股期间获得近15倍超额认购。\n在美股,截至7月7日的2个月里,蔚来、小鹏、理想的股票分别录得约70%、90%和100%的涨幅。同期特斯拉的股价涨幅最小,约为5%。\n在A股,比亚迪股价在横盘一段时间后,过去不到2个月时间里涨超85%。\n\n国内知名券商的一位汽车分析师提到,智能汽车股股价上涨背后,除了业绩飙升的刺激,还受益于他们软件服务营收的增加。\n“如果智能电动汽车可以完成从整车到软件服务、数据收入的闭环,二级市场是不会吝啬给他们高估值的”,他说。\n长桥证券海豚投研团队认为,智能电动汽车的广阔前景目前是没有质疑的,中国、欧盟等的政策也很给力,但竞争升级成主要风险。\n他们认为,二级市场对智能汽车的关注度仍然很高,但目前普遍认为估值也比较高了,所以二级市场的关注点会扩散到汽车产业链上的公司。\n当很多人还在关注新造车的估值和风险时,赛富亚洲投资基金创始管理合伙人阎焱已经预感到了行业洗牌的来临。\n阎焱近日接受媒体采访时断言:造车新势力的倒闭潮不会太远,现在很多家已经奄奄一息了;因为没有几百亿的投资,车造不出来。\n造车如今已经演变成一场运动,并步入疯狂比拼“钞能力”的时代。怎么才能留在牌桌上呢?\n这个问题有奖竞猜,答案至少价值千亿美金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156371728,"gmtCreate":1625199215764,"gmtModify":1703738207585,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156371728","repostId":"1173124848","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156371826,"gmtCreate":1625199198365,"gmtModify":1703738206773,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156371826","repostId":"1168133884","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187095645,"gmtCreate":1623728965687,"gmtModify":1704209774110,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187095645","repostId":"1193820370","repostType":4,"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115438349,"gmtCreate":1623026307981,"gmtModify":1704194457201,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/115438349","repostId":"1183379079","repostType":4,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111526664,"gmtCreate":1622687673258,"gmtModify":1704188957085,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good ? ","listText":"Good ? ","text":"Good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/111526664","repostId":"2140449283","repostType":4,"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134707378,"gmtCreate":1622257396094,"gmtModify":1704182371640,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"RIP","listText":"RIP","text":"RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134707378","repostId":"1139893263","repostType":4,"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136189471,"gmtCreate":1621999211593,"gmtModify":1704365795200,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136189471","repostId":"1105914038","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133171522,"gmtCreate":1621731769266,"gmtModify":1704361778350,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"RIP","listText":"RIP","text":"RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133171522","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375473373,"gmtCreate":1619394837292,"gmtModify":1704723061555,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375473373","repostId":"1192282045","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378595890,"gmtCreate":1619049390010,"gmtModify":1704718742911,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378595890","repostId":"1131768787","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":177985511,"gmtCreate":1627176129333,"gmtModify":1703485020940,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177985511","repostId":"2154558939","repostType":4,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572683426659077","authorId":"3572683426659077","name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","crmLevel":3,"crmLevelSwitch":0},"content":"Student driveHeart","text":"Student driveHeart","html":"Student driveHeart"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026758806,"gmtCreate":1653437428405,"gmtModify":1676535281445,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026758806","repostId":"1154327965","repostType":4,"repost":{"id":"1154327965","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":1653436273,"share":"https://www.laohu8.com/m/news/1154327965?lang=&edition=full","pubTime":"2022-05-25 07:51","market":"sh","language":"zh","title":"昨夜今晨 | Snap重挫43%吓坏科技股!华尔街大佬高喊通胀正失控","url":"https://stock-news.laohu8.com/highlight/detail?id=1154327965","media":"老虎资讯综合","summary":"摘要:①美股涨跌不一,纳指跌2.35%,道指涨0.15%,标普跌0.81%。②美油收跌0.5%,布油上涨0.1%,纽约黄金期货收高1%,连续第四日上涨;③美联储:到2025年年中料将缩表至5.9万亿美","content":"<html><head></head><body><blockquote>摘要:①美股涨跌不一,纳指跌2.35%,道指涨0.15%,标普跌0.81%。②美油收跌0.5%,布油上涨0.1%,纽约黄金期货收高1%,连续第四日上涨;③美联储:到2025年年中料将缩表至5.9万亿美元。④阿克曼:美联储若不能激进加息,市场将通过暴跌解决通胀问题。</blockquote><p>海外市场</p><p>1、美股涨跌不一纳指跌超2% Snap重挫43%吓坏科技股!</p><p>美股周二收盘涨跌不一,纳指大幅收跌。社交媒体公司Snap发布预警,令投资者担忧美国经济环境正在迅速恶化。美联储博斯蒂克呼吁美联储应该谨慎加息。截至收盘,纳指跌2.35%,道指涨0.15%,标普跌0.81%。</p><p>Snap暴跌43%创史上最大跌幅,社交媒体类股被拖累抹去疫情以来涨幅。Roku最深跌超17%,刷新52周新低至2019年5月来最低。Pinterest跌超23%,刷新52周新低至2020年4月来最低。推特跌超5%至两个月新低。</p><p>美国科技股集体走弱,其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.92%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌6.93%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.21%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-A跌4.95%、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌3.79%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.40%;Snap跌超43%,市值蒸发千亿人民币,公司称二季度将无法实现收入和调整后的收益目标。</p><p>2、热门中概股多数走低<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超16%</p><p>热门中概股多数走低,爱奇艺跌超16%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌超13%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>跌超10%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超9%,小鹏、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超7%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超6%。</p><p>3、欧股收盘主要指数普跌德国DAX30指数跌1.74%</p><p>欧股收盘主要指数普跌,德国DAX30指数跌1.74%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.35%,法国CAC40指数跌1.46%,欧洲斯托克50指数跌1.59%。</p><p>4、周二美国WTI原油期货收跌0.5% 布伦特原油上涨0.1%</p><p>纽约原油期货价格周二小幅收跌,此前有报道称,<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部长Jennifer Granholm表示拜登政府并未排除禁止石油出口的可能性。</p><p>最终,纽约商品交易所7月交割的WTI期货价格下跌52美分,跌幅为0.5%,收于每桶109.77美元。6月交割的汽油期货价格上涨0.4%,收于每加仑3.811美元。</p><p>ICE欧洲期货交易所7月交割的布伦特原油期货价格上涨14美分,涨幅为0.1%,收于每桶113.56美元。</p><p>5、纽约黄金期货周二收高1% 连续第四日上涨</p><p>纽约黄金期货周二录得连续第四个交易日上涨。经济数据显示高通胀对美国经济造成压力,使黄金期货价格得到支撑。</p><p>最终,纽约商品交易所6月交割的黄金期货价格上涨17.60美元,涨幅为1%,收于每盎司1865.40美元。</p><p>国际宏观</p><p>1、美联储:到2025年年中料将缩表至5.9万亿美元</p><p>美国纽约联储:根据5月份FOMC决议声明勾勒的缩表路线图,美联储资产负债表规模到2025年年中料将回落至5.9万亿美元。届时,美联储所持美国国债的占比料为68%,所持抵押贷款支持证券(MBS)的比率料为32%。</p><p>2、美国经济数据表现疲软,掉期显示9月加息50基点的可能性下降</p><p>美国5月里奇蒙德联储制造业指数录得-9,创2020年5月以来新低。美国4月新屋销售总数跌至疫情初期以来最低水平。周二,美联储掉期下调了9月份加息50个基点的可能性。</p><p>3、阿克曼:美联储若不能激进加息 市场将通过暴跌解决通胀问题</p><p>美国知名投资者人、潘兴广场基金创始人比尔·阿克曼通过社交媒体“喊话”美联储:赶紧麻利加息,否则市场只能通过崩盘来解决通胀问题。</p><p>4、美财政部:将不会延长对俄债务支付豁免权</p><p>美国财政部表示,将不会延长定于25日到期的一项关键豁免权。该豁免权允许俄罗斯向美国债券持有人支付债务,避免其政府债务违约。</p><p>5、美国得州小学枪击事件死亡人数升至15人</p><p>当地时间5月24日,据得克萨斯州州长格雷格·阿博特的说法,该州乌瓦尔德市罗伯小学发生的枪击事件已造成15人死亡,包括14名学生及1名教师,嫌犯为当地高中的一名18岁学生,目前也已经死亡。根据报道,阿博特表示,嫌犯在进入学校之前曾向祖母开枪,但他没有公布其受伤情况,案件仍在进一步调查中。</p><p>6、美国能源部标售战略石油储备4010万桶</p><p>美国能源部发布从战略石油储备中出售原油的额外通知,出售战略石油储备中至多达4010万桶的原油,此次出售属于拜登总统3月31日宣布释放原油储备的一部分。</p><p>7、美民调:美国总统拜登几乎在处理所有问题上的支持率都在下降</p><p>民调显示,目前拜登的总体支持率为41%。只有35%的美国人赞成拜登处理经济的方式,44%的人赞成拜登在就业增长方面的工作,只有33%的人赞成拜登处理通货膨胀的方式。</p><p>8、印度将限制食糖出口,本财年出口上限或为1000万吨</p><p>印度修订了糖出口政策,将从6月1日起限制糖出口。知情人士透露,印度政府计划在截至9月份的销售年度将糖出口限制在1000万吨,以确保在10月份下一个制糖季节开始前有足够的库存。</p><p>9、若俄罗斯切断天然气供应 德国计划重新启用煤电厂</p><p>根据拟议立法,德国经济部长Habeck将于周二递交一项紧急法令,使得政府可在天然气短缺的情况下重新启用燃煤和燃油发电厂。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1175583044\" target=\"_blank\">瑞幸咖啡Q1营收24亿人民币净利润首次转正</a></p><p><a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>披露未经审计的2022年第一季度业绩。今年第一季度,公司净营收24.046亿元,较上年同期增长89.5%;净利润为1980万元,上年同期净亏损2.32亿元。</p><p>2、<a href=\"https://laohu8.com/NW/1187987871\" target=\"_blank\">快手一季度营收210.7亿元人民币,日活增长17%</a></p><p>快手第一季度营收210.7亿元人民币,预估206亿元人民币。一季度DAU(平均日活跃)达3.46亿,同比增长17%,MAU(平均月活跃)达5.98亿,同比增长15%。</p><p>3、<a href=\"https://laohu8.com/NW/1123222229\" target=\"_blank\">网易第一季度营收235.6亿元,同比增长14.8%</a></p><p>网易第一季度营收235.6亿元,同比增长14.8%;非公认会计准则下,归属于公司股东的净利润为51亿元。在线游戏服务净收入173亿元,同比增15.3%;网易<a href=\"https://laohu8.com/S/09899\">云音乐</a>净收入21亿元,同比增长38.6%。</p><p>4、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>首席制造官:最迟到2035年将不会再有燃油车销售</p><p>5月24日,在瑞士达沃斯世界经济论坛年会上,宁德时代首席制造官倪军表示,从全球各主要国家及政府颁发的新能源汽车规划来看,到2030年,最迟到2035年,市场上不会再有燃油车销售。</p><p>5、丹麦天花疫苗制造商:美国总订购量将达1300万剂</p><p>据美国《华尔街日报》23日报道,丹麦天花疫苗制造商巴伐利亚北欧公司首席执行官保罗·查普林表示,美国在上个星期已订购了1.19亿美元的天花疫苗,并计划继续购买价值1.8亿美元的天花疫苗,总订单量将达到约1300万剂。</p><p>6、莫德纳开始测试猴痘疫苗</p><p>据路透社报道,mRNA药厂莫德纳正在测试一系列应对猴痘病毒的疫苗候补,不过公司并没有透露与疫苗有关的更多消息。世卫组织周二表示,继5月7日通报首例非洲外地区确诊病例后,后续总共新增了131例确诊和106例疑似病例。</p><p>7、大众汽车CEO:有信心在2025年赶超特斯拉</p><p>德国大众汽车集团首席CEO赫伯特·迪斯周二接受媒体采访时表示,公司能够在2025年之前超越特斯拉,成为全球最大的电动汽车制造商。</p><p>8、微软向川崎重工提供“工业元宇宙”服务</p><p>微软周二宣布,日本川崎重工成为公司“工业元宇宙”服务的最新客户。工人们将使用HoloLens头盔,从事生产、维修和管理供应链的任务。微软表示,这一流程也加速了维修和启动新生产线的进程。</p><p>9、A&F成最新美国暴雷零售商</p><p>美国服装零售商A&F周二宣布,由于运费和生产成本上升,公司第一财季出现意料外的亏损。公司同时也削减了2022年的销售指引,意味着经济逆风有望持续到年底。受此影响,A&F周二收跌28.58%。</p><p>10、<a href=\"https://laohu8.com/NW/2238302592\" target=\"_blank\">诺德斯特龙百货上调全年展望,股价盘后大涨10%</a></p><p>美国高端百货店运营商<a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>(Nordstrom)周二公布的第一财季营收超出市场预期,并上调了全年展望,股价在盘后交易中大涨10%。</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>昨夜今晨 | Snap重挫43%吓坏科技股!华尔街大佬高喊通胀正失控</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昨夜今晨 | Snap重挫43%吓坏科技股!华尔街大佬高喊通胀正失控\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\">2022-05-25 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①美股涨跌不一,纳指跌2.35%,道指涨0.15%,标普跌0.81%。②美油收跌0.5%,布油上涨0.1%,纽约黄金期货收高1%,连续第四日上涨;③美联储:到2025年年中料将缩表至5.9万亿美元。④阿克曼:美联储若不能激进加息,市场将通过暴跌解决通胀问题。</blockquote><p>海外市场</p><p>1、美股涨跌不一纳指跌超2% Snap重挫43%吓坏科技股!</p><p>美股周二收盘涨跌不一,纳指大幅收跌。社交媒体公司Snap发布预警,令投资者担忧美国经济环境正在迅速恶化。美联储博斯蒂克呼吁美联储应该谨慎加息。截至收盘,纳指跌2.35%,道指涨0.15%,标普跌0.81%。</p><p>Snap暴跌43%创史上最大跌幅,社交媒体类股被拖累抹去疫情以来涨幅。Roku最深跌超17%,刷新52周新低至2019年5月来最低。Pinterest跌超23%,刷新52周新低至2020年4月来最低。推特跌超5%至两个月新低。</p><p>美国科技股集体走弱,其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.92%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌6.93%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.21%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-A跌4.95%、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌3.79%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.40%;Snap跌超43%,市值蒸发千亿人民币,公司称二季度将无法实现收入和调整后的收益目标。</p><p>2、热门中概股多数走低<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超16%</p><p>热门中概股多数走低,爱奇艺跌超16%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌超13%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>跌超10%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超9%,小鹏、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超7%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超6%。</p><p>3、欧股收盘主要指数普跌德国DAX30指数跌1.74%</p><p>欧股收盘主要指数普跌,德国DAX30指数跌1.74%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.35%,法国CAC40指数跌1.46%,欧洲斯托克50指数跌1.59%。</p><p>4、周二美国WTI原油期货收跌0.5% 布伦特原油上涨0.1%</p><p>纽约原油期货价格周二小幅收跌,此前有报道称,<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部长Jennifer Granholm表示拜登政府并未排除禁止石油出口的可能性。</p><p>最终,纽约商品交易所7月交割的WTI期货价格下跌52美分,跌幅为0.5%,收于每桶109.77美元。6月交割的汽油期货价格上涨0.4%,收于每加仑3.811美元。</p><p>ICE欧洲期货交易所7月交割的布伦特原油期货价格上涨14美分,涨幅为0.1%,收于每桶113.56美元。</p><p>5、纽约黄金期货周二收高1% 连续第四日上涨</p><p>纽约黄金期货周二录得连续第四个交易日上涨。经济数据显示高通胀对美国经济造成压力,使黄金期货价格得到支撑。</p><p>最终,纽约商品交易所6月交割的黄金期货价格上涨17.60美元,涨幅为1%,收于每盎司1865.40美元。</p><p>国际宏观</p><p>1、美联储:到2025年年中料将缩表至5.9万亿美元</p><p>美国纽约联储:根据5月份FOMC决议声明勾勒的缩表路线图,美联储资产负债表规模到2025年年中料将回落至5.9万亿美元。届时,美联储所持美国国债的占比料为68%,所持抵押贷款支持证券(MBS)的比率料为32%。</p><p>2、美国经济数据表现疲软,掉期显示9月加息50基点的可能性下降</p><p>美国5月里奇蒙德联储制造业指数录得-9,创2020年5月以来新低。美国4月新屋销售总数跌至疫情初期以来最低水平。周二,美联储掉期下调了9月份加息50个基点的可能性。</p><p>3、阿克曼:美联储若不能激进加息 市场将通过暴跌解决通胀问题</p><p>美国知名投资者人、潘兴广场基金创始人比尔·阿克曼通过社交媒体“喊话”美联储:赶紧麻利加息,否则市场只能通过崩盘来解决通胀问题。</p><p>4、美财政部:将不会延长对俄债务支付豁免权</p><p>美国财政部表示,将不会延长定于25日到期的一项关键豁免权。该豁免权允许俄罗斯向美国债券持有人支付债务,避免其政府债务违约。</p><p>5、美国得州小学枪击事件死亡人数升至15人</p><p>当地时间5月24日,据得克萨斯州州长格雷格·阿博特的说法,该州乌瓦尔德市罗伯小学发生的枪击事件已造成15人死亡,包括14名学生及1名教师,嫌犯为当地高中的一名18岁学生,目前也已经死亡。根据报道,阿博特表示,嫌犯在进入学校之前曾向祖母开枪,但他没有公布其受伤情况,案件仍在进一步调查中。</p><p>6、美国能源部标售战略石油储备4010万桶</p><p>美国能源部发布从战略石油储备中出售原油的额外通知,出售战略石油储备中至多达4010万桶的原油,此次出售属于拜登总统3月31日宣布释放原油储备的一部分。</p><p>7、美民调:美国总统拜登几乎在处理所有问题上的支持率都在下降</p><p>民调显示,目前拜登的总体支持率为41%。只有35%的美国人赞成拜登处理经济的方式,44%的人赞成拜登在就业增长方面的工作,只有33%的人赞成拜登处理通货膨胀的方式。</p><p>8、印度将限制食糖出口,本财年出口上限或为1000万吨</p><p>印度修订了糖出口政策,将从6月1日起限制糖出口。知情人士透露,印度政府计划在截至9月份的销售年度将糖出口限制在1000万吨,以确保在10月份下一个制糖季节开始前有足够的库存。</p><p>9、若俄罗斯切断天然气供应 德国计划重新启用煤电厂</p><p>根据拟议立法,德国经济部长Habeck将于周二递交一项紧急法令,使得政府可在天然气短缺的情况下重新启用燃煤和燃油发电厂。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1175583044\" target=\"_blank\">瑞幸咖啡Q1营收24亿人民币净利润首次转正</a></p><p><a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>披露未经审计的2022年第一季度业绩。今年第一季度,公司净营收24.046亿元,较上年同期增长89.5%;净利润为1980万元,上年同期净亏损2.32亿元。</p><p>2、<a href=\"https://laohu8.com/NW/1187987871\" target=\"_blank\">快手一季度营收210.7亿元人民币,日活增长17%</a></p><p>快手第一季度营收210.7亿元人民币,预估206亿元人民币。一季度DAU(平均日活跃)达3.46亿,同比增长17%,MAU(平均月活跃)达5.98亿,同比增长15%。</p><p>3、<a href=\"https://laohu8.com/NW/1123222229\" target=\"_blank\">网易第一季度营收235.6亿元,同比增长14.8%</a></p><p>网易第一季度营收235.6亿元,同比增长14.8%;非公认会计准则下,归属于公司股东的净利润为51亿元。在线游戏服务净收入173亿元,同比增15.3%;网易<a href=\"https://laohu8.com/S/09899\">云音乐</a>净收入21亿元,同比增长38.6%。</p><p>4、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>首席制造官:最迟到2035年将不会再有燃油车销售</p><p>5月24日,在瑞士达沃斯世界经济论坛年会上,宁德时代首席制造官倪军表示,从全球各主要国家及政府颁发的新能源汽车规划来看,到2030年,最迟到2035年,市场上不会再有燃油车销售。</p><p>5、丹麦天花疫苗制造商:美国总订购量将达1300万剂</p><p>据美国《华尔街日报》23日报道,丹麦天花疫苗制造商巴伐利亚北欧公司首席执行官保罗·查普林表示,美国在上个星期已订购了1.19亿美元的天花疫苗,并计划继续购买价值1.8亿美元的天花疫苗,总订单量将达到约1300万剂。</p><p>6、莫德纳开始测试猴痘疫苗</p><p>据路透社报道,mRNA药厂莫德纳正在测试一系列应对猴痘病毒的疫苗候补,不过公司并没有透露与疫苗有关的更多消息。世卫组织周二表示,继5月7日通报首例非洲外地区确诊病例后,后续总共新增了131例确诊和106例疑似病例。</p><p>7、大众汽车CEO:有信心在2025年赶超特斯拉</p><p>德国大众汽车集团首席CEO赫伯特·迪斯周二接受媒体采访时表示,公司能够在2025年之前超越特斯拉,成为全球最大的电动汽车制造商。</p><p>8、微软向川崎重工提供“工业元宇宙”服务</p><p>微软周二宣布,日本川崎重工成为公司“工业元宇宙”服务的最新客户。工人们将使用HoloLens头盔,从事生产、维修和管理供应链的任务。微软表示,这一流程也加速了维修和启动新生产线的进程。</p><p>9、A&F成最新美国暴雷零售商</p><p>美国服装零售商A&F周二宣布,由于运费和生产成本上升,公司第一财季出现意料外的亏损。公司同时也削减了2022年的销售指引,意味着经济逆风有望持续到年底。受此影响,A&F周二收跌28.58%。</p><p>10、<a href=\"https://laohu8.com/NW/2238302592\" target=\"_blank\">诺德斯特龙百货上调全年展望,股价盘后大涨10%</a></p><p>美国高端百货店运营商<a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>(Nordstrom)周二公布的第一财季营收超出市场预期,并上调了全年展望,股价在盘后交易中大涨10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","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":"1154327965","content_text":"摘要:①美股涨跌不一,纳指跌2.35%,道指涨0.15%,标普跌0.81%。②美油收跌0.5%,布油上涨0.1%,纽约黄金期货收高1%,连续第四日上涨;③美联储:到2025年年中料将缩表至5.9万亿美元。④阿克曼:美联储若不能激进加息,市场将通过暴跌解决通胀问题。海外市场1、美股涨跌不一纳指跌超2% Snap重挫43%吓坏科技股!美股周二收盘涨跌不一,纳指大幅收跌。社交媒体公司Snap发布预警,令投资者担忧美国经济环境正在迅速恶化。美联储博斯蒂克呼吁美联储应该谨慎加息。截至收盘,纳指跌2.35%,道指涨0.15%,标普跌0.81%。Snap暴跌43%创史上最大跌幅,社交媒体类股被拖累抹去疫情以来涨幅。Roku最深跌超17%,刷新52周新低至2019年5月来最低。Pinterest跌超23%,刷新52周新低至2020年4月来最低。推特跌超5%至两个月新低。美国科技股集体走弱,其中苹果跌1.92%、特斯拉跌6.93%、亚马逊跌3.21%、谷歌-A跌4.95%、奈飞跌3.79%、微软跌0.40%;Snap跌超43%,市值蒸发千亿人民币,公司称二季度将无法实现收入和调整后的收益目标。2、热门中概股多数走低爱奇艺跌超16%热门中概股多数走低,爱奇艺跌超16%,哔哩哔哩、虎牙跌超13%,知乎跌超10%,拼多多、蔚来跌超9%,小鹏、京东、理想汽车、百度跌超7%,阿里巴巴跌超6%。3、欧股收盘主要指数普跌德国DAX30指数跌1.74%欧股收盘主要指数普跌,德国DAX30指数跌1.74%,英国富时100指数跌0.35%,法国CAC40指数跌1.46%,欧洲斯托克50指数跌1.59%。4、周二美国WTI原油期货收跌0.5% 布伦特原油上涨0.1%纽约原油期货价格周二小幅收跌,此前有报道称,美国能源部长Jennifer Granholm表示拜登政府并未排除禁止石油出口的可能性。最终,纽约商品交易所7月交割的WTI期货价格下跌52美分,跌幅为0.5%,收于每桶109.77美元。6月交割的汽油期货价格上涨0.4%,收于每加仑3.811美元。ICE欧洲期货交易所7月交割的布伦特原油期货价格上涨14美分,涨幅为0.1%,收于每桶113.56美元。5、纽约黄金期货周二收高1% 连续第四日上涨纽约黄金期货周二录得连续第四个交易日上涨。经济数据显示高通胀对美国经济造成压力,使黄金期货价格得到支撑。最终,纽约商品交易所6月交割的黄金期货价格上涨17.60美元,涨幅为1%,收于每盎司1865.40美元。国际宏观1、美联储:到2025年年中料将缩表至5.9万亿美元美国纽约联储:根据5月份FOMC决议声明勾勒的缩表路线图,美联储资产负债表规模到2025年年中料将回落至5.9万亿美元。届时,美联储所持美国国债的占比料为68%,所持抵押贷款支持证券(MBS)的比率料为32%。2、美国经济数据表现疲软,掉期显示9月加息50基点的可能性下降美国5月里奇蒙德联储制造业指数录得-9,创2020年5月以来新低。美国4月新屋销售总数跌至疫情初期以来最低水平。周二,美联储掉期下调了9月份加息50个基点的可能性。3、阿克曼:美联储若不能激进加息 市场将通过暴跌解决通胀问题美国知名投资者人、潘兴广场基金创始人比尔·阿克曼通过社交媒体“喊话”美联储:赶紧麻利加息,否则市场只能通过崩盘来解决通胀问题。4、美财政部:将不会延长对俄债务支付豁免权美国财政部表示,将不会延长定于25日到期的一项关键豁免权。该豁免权允许俄罗斯向美国债券持有人支付债务,避免其政府债务违约。5、美国得州小学枪击事件死亡人数升至15人当地时间5月24日,据得克萨斯州州长格雷格·阿博特的说法,该州乌瓦尔德市罗伯小学发生的枪击事件已造成15人死亡,包括14名学生及1名教师,嫌犯为当地高中的一名18岁学生,目前也已经死亡。根据报道,阿博特表示,嫌犯在进入学校之前曾向祖母开枪,但他没有公布其受伤情况,案件仍在进一步调查中。6、美国能源部标售战略石油储备4010万桶美国能源部发布从战略石油储备中出售原油的额外通知,出售战略石油储备中至多达4010万桶的原油,此次出售属于拜登总统3月31日宣布释放原油储备的一部分。7、美民调:美国总统拜登几乎在处理所有问题上的支持率都在下降民调显示,目前拜登的总体支持率为41%。只有35%的美国人赞成拜登处理经济的方式,44%的人赞成拜登在就业增长方面的工作,只有33%的人赞成拜登处理通货膨胀的方式。8、印度将限制食糖出口,本财年出口上限或为1000万吨印度修订了糖出口政策,将从6月1日起限制糖出口。知情人士透露,印度政府计划在截至9月份的销售年度将糖出口限制在1000万吨,以确保在10月份下一个制糖季节开始前有足够的库存。9、若俄罗斯切断天然气供应 德国计划重新启用煤电厂根据拟议立法,德国经济部长Habeck将于周二递交一项紧急法令,使得政府可在天然气短缺的情况下重新启用燃煤和燃油发电厂。公司新闻1、瑞幸咖啡Q1营收24亿人民币净利润首次转正瑞幸咖啡披露未经审计的2022年第一季度业绩。今年第一季度,公司净营收24.046亿元,较上年同期增长89.5%;净利润为1980万元,上年同期净亏损2.32亿元。2、快手一季度营收210.7亿元人民币,日活增长17%快手第一季度营收210.7亿元人民币,预估206亿元人民币。一季度DAU(平均日活跃)达3.46亿,同比增长17%,MAU(平均月活跃)达5.98亿,同比增长15%。3、网易第一季度营收235.6亿元,同比增长14.8%网易第一季度营收235.6亿元,同比增长14.8%;非公认会计准则下,归属于公司股东的净利润为51亿元。在线游戏服务净收入173亿元,同比增15.3%;网易云音乐净收入21亿元,同比增长38.6%。4、宁德时代首席制造官:最迟到2035年将不会再有燃油车销售5月24日,在瑞士达沃斯世界经济论坛年会上,宁德时代首席制造官倪军表示,从全球各主要国家及政府颁发的新能源汽车规划来看,到2030年,最迟到2035年,市场上不会再有燃油车销售。5、丹麦天花疫苗制造商:美国总订购量将达1300万剂据美国《华尔街日报》23日报道,丹麦天花疫苗制造商巴伐利亚北欧公司首席执行官保罗·查普林表示,美国在上个星期已订购了1.19亿美元的天花疫苗,并计划继续购买价值1.8亿美元的天花疫苗,总订单量将达到约1300万剂。6、莫德纳开始测试猴痘疫苗据路透社报道,mRNA药厂莫德纳正在测试一系列应对猴痘病毒的疫苗候补,不过公司并没有透露与疫苗有关的更多消息。世卫组织周二表示,继5月7日通报首例非洲外地区确诊病例后,后续总共新增了131例确诊和106例疑似病例。7、大众汽车CEO:有信心在2025年赶超特斯拉德国大众汽车集团首席CEO赫伯特·迪斯周二接受媒体采访时表示,公司能够在2025年之前超越特斯拉,成为全球最大的电动汽车制造商。8、微软向川崎重工提供“工业元宇宙”服务微软周二宣布,日本川崎重工成为公司“工业元宇宙”服务的最新客户。工人们将使用HoloLens头盔,从事生产、维修和管理供应链的任务。微软表示,这一流程也加速了维修和启动新生产线的进程。9、A&F成最新美国暴雷零售商美国服装零售商A&F周二宣布,由于运费和生产成本上升,公司第一财季出现意料外的亏损。公司同时也削减了2022年的销售指引,意味着经济逆风有望持续到年底。受此影响,A&F周二收跌28.58%。10、诺德斯特龙百货上调全年展望,股价盘后大涨10%美国高端百货店运营商诺德斯特龙(Nordstrom)周二公布的第一财季营收超出市场预期,并上调了全年展望,股价在盘后交易中大涨10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890451164,"gmtCreate":1628129594258,"gmtModify":1703501772533,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890451164","repostId":"2157835104","repostType":2,"repost":{"id":"2157835104","pubTimestamp":1628087020,"share":"https://www.laohu8.com/m/news/2157835104?lang=&edition=full","pubTime":"2021-08-04 22:23","market":"us","language":"zh","title":"一起教育科技盘中异动 早盘急速拉升5.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2157835104","media":"自选股智能写手","summary":"北京时间2021年08月04日22时23分,一起教育科技股票出现异动,股价大幅拉升5.09%。截至发稿,该股报1.20美元/股,成交量87.7922万股,换手率0.46%,振幅5.26%。机构评级方面,在所有2家参与评级的机构中,100%的券商给予卖出建议,无券商给予买入、持有建议。一起教育科技股票所在的教育服务行业中,整体跌幅为0.33%。","content":"<html><body><article><p>北京时间2021年08月04日22时23分,<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>(YQ.us)股票出现异动,股价大幅<span>拉升</span>5.09%。截至发稿,该股报1.20美元/股,成交量87.7922万股,<span>换手率</span>0.46%,振幅5.26%。</p><p>最近的财报数据显示,该股实现<span>营业收入</span>73.19百万美元,<span>净利润</span>-1.02亿美元,<span>每股收益</span>-0.21美元,<span>毛利</span>44.24百万美元,市盈率-0.33倍。</p><p>机构评级方面,在所有2家参与评级的机构中,100%的券商给予卖出建议,无券商给予买入、持有建议。</p><p>一起教育科技股票所在的教育服务行业中,整体跌幅为0.33%。其相关个股中,美联国际教育集团、<a href=\"https://laohu8.com/S/REDU\">瑞思教育</a>、<a href=\"https://laohu8.com/S/NEW\">朴新教育</a>涨幅较大,美联国际教育集团、朴新教育、无忧英语较为活跃,换手率分别为9.49%、4.66%、1.98%,振幅较大的相关个股有<a href=\"https://laohu8.com/S/STG\">尚德机构</a>、朴新教育、<a href=\"https://laohu8.com/S/METXW\">Meten Edtechx Education Group Ltd</a> C/Wts 31/03/2025(To Pur Com),振幅分别为27.34%、26.38%、25.40%。</p><p>一起教育科技公司简介:一起教育科技集团公司是一家在线辅导公司。 这是一家教育技术公司,向K-12以上学校的老师,学生和家长提供数据驱动的教学,学习和评估产品。</p><p>(以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一起教育科技盘中异动 早盘急速拉升5.09%</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一起教育科技盘中异动 早盘急速拉升5.09%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108042223407e7368bf&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2021年08月04日22时23分,一起教育科技(YQ.us)股票出现异动,股价大幅拉升5.09%。截至发稿,该股报1.20美元/股,成交量87.7922万股,换手率0.46%,振幅5.26%。最近的财报数据显示,该股实现营业收入73.19百万美元,净利润-1.02亿美元,每股收益-0.21美元,毛利44.24百万美元,市盈率-0.33倍。机构评级方面,在所有2家参与评级的机构中,100%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108042223407e7368bf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"YQ":"一起教育科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108042223407e7368bf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2157835104","content_text":"北京时间2021年08月04日22时23分,一起教育科技(YQ.us)股票出现异动,股价大幅拉升5.09%。截至发稿,该股报1.20美元/股,成交量87.7922万股,换手率0.46%,振幅5.26%。最近的财报数据显示,该股实现营业收入73.19百万美元,净利润-1.02亿美元,每股收益-0.21美元,毛利44.24百万美元,市盈率-0.33倍。机构评级方面,在所有2家参与评级的机构中,100%的券商给予卖出建议,无券商给予买入、持有建议。一起教育科技股票所在的教育服务行业中,整体跌幅为0.33%。其相关个股中,美联国际教育集团、瑞思教育、朴新教育涨幅较大,美联国际教育集团、朴新教育、无忧英语较为活跃,换手率分别为9.49%、4.66%、1.98%,振幅较大的相关个股有尚德机构、朴新教育、Meten Edtechx Education Group Ltd C/Wts 31/03/2025(To Pur Com),振幅分别为27.34%、26.38%、25.40%。一起教育科技公司简介:一起教育科技集团公司是一家在线辅导公司。 这是一家教育技术公司,向K-12以上学校的老师,学生和家长提供数据驱动的教学,学习和评估产品。(以上内容为自选股智能机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095438497,"gmtCreate":1644971298275,"gmtModify":1676533981259,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😎","listText":"😎","text":"😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095438497","repostId":"1149078738","repostType":4,"repost":{"id":"1149078738","pubTimestamp":1644971046,"share":"https://www.laohu8.com/m/news/1149078738?lang=&edition=full","pubTime":"2022-02-16 08:24","market":"us","language":"zh","title":"55.19亿美元净利润,特斯拉正成为赚钱机器","url":"https://stock-news.laohu8.com/highlight/detail?id=1149078738","media":"砺石商业评论","summary":"砺石导言:新车销售毛利率的持续提升以及营业利润的大幅改善,让市场对特斯拉造血能力不足的质疑彻底消失。业绩新高,电动车可以更赚钱前不久,特斯拉公布了2021年第四季度以及2021年全年财报。财报显示,第","content":"<html><head></head><body><blockquote><b>砺石导言:</b>新车销售毛利率的持续提升以及营业利润的大幅改善,让市场对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>造血能力不足的质疑彻底消失。</blockquote><p><b>业绩新高,电动车可以更赚钱</b></p><p>前不久,特斯拉公布了2021年第四季度以及2021年全年财报。财报显示,第四季度,特斯拉新车交付量为30.87万辆,同比增长70.8%,环比增长27.9%,再创历史新高。2021年全年,特斯拉在全球交付936200辆车,同比增长87%。</p><p>中国市场成为特斯拉新车销量持续飙升的关键。按地区统计,2021年全年,上海超级工厂共交付48.41万辆,同比增长235%,占特斯拉全球总交付量的一半以上,这一数字已经接近2020年特斯拉全球交付量(49.96万辆)。</p><p><img src=\"https://static.tigerbbs.com/a723eb5132209f79910b6281d965f676\" tg-width=\"668\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>受益于新车交付量的大幅增长,四季度特斯拉总营收达到177.2亿美元,同比增长65%,实现归属于普通股东的净利润为23.21亿美元,同比增长760%,环比增长43%,创下整车厂最高的季度营业利润率。</p><p>从2021年全年数据看,特斯拉营业总收入达到538.23亿美元,2020年为315.36亿美元,同比增长71%;净利润55.19亿美元,2020年为7.21亿美元,同比增长665%。</p><p>另外,由于在中国本土进行采购和制造,特斯拉上海工厂新车的单件生产成本得以显著下降,这带动了特斯拉整车销售毛利率的进一步提升。财报数据显示,第四季度特斯拉毛利率为27.4%,其中单车毛利率达到30.6%,较第三季度继续提升0.1个百分点。</p><p>对比同行看,特斯拉整车业务高达30%的毛利率水平可谓鹤立鸡群。数据显示,丰田、大众等全球主流车企的毛利率通常低于20%,部分车企毛利率仅维持在10%左右。此外,考虑到整个汽车行业所面临的原材料成本压力及供应链紧张态势,特斯拉毛利率的持续提升更显不凡。</p><p>对此,特斯拉在财报中表示,四季度公司实现26亿美元运营利润,营业利润率达14.7%,为量产车企中最高,“意味着电动汽车的可行性和盈利能力不再有任何疑问,证明了电动汽车比汽油车盈利能力更强”。</p><p>分业务来看,2021年特斯拉汽车销售业务实现营收441.25亿美元,同比增长79%,收入占比为81.98%;卖积分收入为14.65亿美元,同比减少7%,收入占比为2.72%;汽车租赁实现营收16.42亿美元,同比增长56%,收入占比为3.05%;服务及其他业务收入为38.02亿美元,同比增长65%,收入占比为7.06%;此外,公司能源业务实现营收27.89亿美元,同比增长40%,收入占比为5.18%。</p><p><img src=\"https://static.tigerbbs.com/2cd413ead9b72bf2f0fd9ba5d72ba34c\" tg-width=\"832\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>值得一提的是,2020年度特斯拉整车业务仍处于亏损状态。数据显示,2020年特斯拉积分销售收入为16亿美元,净利润为7.21亿美元,两相扣除,说明特斯拉单车业务仍处于亏损状态,这也让特斯拉一度遭到造血能力不足的质疑。</p><p>2021年财报的公布,总算让特斯拉彻底摘掉了“卖碳翁”的帽子。马斯克的第一性原理,也得到了特斯拉财报数据的有力支持。</p><p><b>马斯克认为,第一性原理的思维方式是一种看待世界的方式,一层一层剥开事情的表象,直到看到事物的本质,然后从本质出发去寻找根本解。</b>特斯拉早期之所以押注纯电路线,就是看到了电池性能改进潜力和电动汽车模块化生产的相对优势,得出“电动汽车将比燃油车具有更高的性能和更低的价格”这一重要结论。</p><p>除了上海超级工厂本土化采购所带来的成本优势外,规模效应也是特斯拉盈利能力跃升的又一关键因素。由于汽车行业存在明显的规模经济特征,特斯拉毛利润率的节节攀升与其产能的持续扩充密切相关。数据显示,特斯拉在第四季度实现了超过122万辆年产能的生产效率,创下新的纪录。</p><p>不过,特斯拉也在财报会议上坦陈,2022年公司仍将面临来自全球供应链、物流运输、劳动力等多方面的挑战。因此,扩大产能和提升销量将是特斯拉今年的主要任务。为此,特斯拉将在提高原有四个工厂产能效率的基础上,继续进行新的超级工厂选址,并且2022年不会推出任何新车型。</p><p><b>产能至上,不会发布任何新车型</b></p><p>截至目前,特斯拉分别在美国加州、中国上海、德国柏林以及美国德州拥有四座电动车生产工厂。其中,位于加州的弗里蒙特工厂计划产量包括50万台Model 3/Y车型和10万台Model S/X车型,主要面向北美市场。特斯拉在四季度财报中表示,弗里蒙特工厂在2021年实现了创纪录的产量,相信弗里蒙特工厂的产能有潜力超过每年60万辆。</p><p><img src=\"https://static.tigerbbs.com/eea238b86dc4c9acf97b4c91afd77852\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"/></p><p>上海超级工厂主要生产Model 3和Model Y两款主销车型,也是特斯拉主要的出口中心。2021年全年,上海超级工厂共交付车辆48.41万辆,其中超过16万辆出口到欧亚地区10多个国家。</p><p>截至目前,特斯拉已在上海建成上海超级工厂、上海超级充电桩工厂、上海研发创新中心和数据中心。同时,上海超级工厂零部件本地化率也已经超过90%,Model 3和Model Y两款车型可共享75%的零部件。</p><p>根据四季度财报所披露的信息,特斯拉德国柏林工厂和美国德州工厂已经由建设中状态进入设备测试状态。根据规划,德州奥斯汀工厂将率先生产Model Y,之后再生产Cybertruck、Tesla Semi等车型;柏林超级工厂设计产能为50万辆,目前已经开始筹备Model Y的大规模生产,特斯拉的欧洲网站也同步更新了交付预期时间,时间为2022年3月。</p><p>市场普遍预计,2022年特斯拉产能有望突破150万辆,随着德国柏林工厂和美国德州工厂的投产,特斯拉产能将会突破300万辆,这将有效保障特斯拉年销量增速50%这一目标的达成。届时,特斯拉将很有可能实现数百亿美元的净利润,成为真正的赚钱机器。此外,马斯克还在电话会议上表示,特斯拉正在寻找新的工厂位置。</p><p>从现有产能规划上看,特斯拉把主要精力放在了SEXY家族之上,而电动皮卡(Cybertruck)、电动卡车(Semi)、超级跑车(Roadster)三个项目进展依旧不及市场预期。</p><p>资料显示,特斯拉早在2019年11月就召开了第一次Cybertruck的发布会,而当时人们就被它颠覆性的外观所震撼,Cybertruck由此被称为史上“最科幻”的电动皮卡。在发布会次日,Cybertruck就获得了14.6万份订单。</p><p>然而,开局良好的Cybertruck却遭遇到量产危机,特斯拉一再推迟其生产及交付计划。截至目前,特斯拉Cybertruck已经拿到了超过120万辆订单,但仍未有确定交付日期。</p><p>马斯克在财报会议上表示,由于供应链问题,尤其是芯片短缺,Cybertruck的量产不得不推迟。另外,应用于Cybertruck上面的大量前沿技术,也是目前限制其产能的一个主要原因。</p><p>另一款一再跳票的新品是电动卡车Semi。这款原定于2019年投产的电动卡车直到今年1月才实现了首批15辆的新车交付。</p><p>对于Cybertruck、Semi以及跑车Roadster的具体量产时间,马斯克只说了“希望明年(2023年)可以”。</p><p>“如果我们真的引入了一个额外的产品,那么就需要对额外产品的复杂性进行大量的关注和资源投入,从而导致实际交付的车辆数量减少。今年也是如此。因此,我们今年不会推出新车型”,马斯克表示。</p><p>钢铁侠的这一表态或许让不少人感到遗憾,但从主要矛盾角度来看,特斯拉目前的主要矛盾显然是产能不足所带来的新车交付压力,而新车型的推出并无益于这一矛盾的解决,扩大产能才是特斯拉的首要任务。</p><p>这就意味着,此前传言中的2.5万美元的特斯拉廉价车型“Model 2”将不会出现。</p><p><b>屡次跳票,完全自动驾驶能否落地?</b></p><p>实际上,相比新车型的推出,马斯克更加看重自动驾驶技术的落地。</p><p>在被投资者问及2.5万美元车型生产计划时,马斯克不仅表示目前没有2.5万美元车型相关开发计划,甚至认为“这个问题本身是错误的”。与此同时,马斯克认为,相比特意开发一款2.5万美元的汽车,FSD全自动驾驶软件才是对特斯拉来说真正重要的事,“汽车何时实现自动驾驶,这会使运输成本下降4-5倍”。</p><p>需要看到的是,随着传统燃油车企加速向电动化转型,特斯拉在电动领域的先发优势正在被削弱,<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化正成为其持续领先同行的关键因素,自动驾驶技术无疑又是其中的重中之重。</p><p><img src=\"https://static.tigerbbs.com/2bde58ec7e464cc95aacda14938e9ffa\" tg-width=\"663\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p>Full Self-Driving(FSD,完全自动驾驶系统)是特斯拉汽车上的一个高级驾驶员辅助套件,其中包括了自动驾驶和其他一些更复杂的功能,如自动换道,停车灯识别,以及“智能召唤”。</p><p>与FSD对应的一个概念是特斯拉“Autopilot”,这也是特斯拉新车的驾驶员自动辅助标准套件,其功能包括自动紧急制动、前方碰撞警告、车道保持和自适应巡航控制。</p><p>对比来说,标配的“Autopilot”虽然叫作“自动辅助系统”,但关键点还是“辅助”,而FSD的关键点在于“完全自动驾驶”。 按照自动驾驶的分级标准,Autopilot相当于L2级别,FSD则相当于L4级别。</p><p>按照最新收费标准,从今年1月17日起,美国地区客户的完全自动驾驶系统FSD价格将由1万美元上调至1.2万美元。另外,特斯拉车主还可以按月订阅FSD功能,价格为199美元/月。</p><p>不过,尽管马斯克本人一再表示FSD将解决自动驾驶L4的问题,但FSD距离“完全自动驾驶”恐怕仍还有一定距离。</p><p>资料显示,早在2018年底,马斯克就宣称其“全自动驾驶技术”将在2019年实现。</p><p>此后,马斯克又于2019年6月在特斯拉的年度股东大会上表示,特斯拉用户可以在2020年的某个时候,可以使用上无需人工干预的自动驾驶功能。而所有2016年10月以后生产的车型,只需要更换自动驾驶芯片既可以实现全自动驾驶功能。</p><p>2020年,特斯拉推出FSD Beta版本,配备城市道路完全自动驾驶测试功能。根据规定,目前只有购买或订阅了FSD,并在特斯拉的安全测试中获得高分的驾驶员,才可以获得试用资格。</p><p>然而,备受期待的“完全自动驾驶”至今仍没有实现。相反,特斯拉却因为频发的自动驾驶安全事故而遭遇到诸多非议。2021年8月,美国国家公路交通安全管理局(NHTSA)正式对特斯拉自动驾驶系统展开调查。</p><p>尽管屡次跳票并深陷安全信任危机,特斯拉自动驾驶技术对消费者的吸引力依然不减。数据显示,如今美国搭载FSD测试版的车辆近6万辆,而去年三季度这一数据仅几千辆。</p><p>凭借FSD套件的销售及订阅,特斯拉率先走在了“软件收费”的前列。2021年全年,特斯拉包括自动驾驶软件在内服务及其他业务实现营业收入为38.02亿美元,增加65%。这也吸引了国内小鹏、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>等新势力车企纷纷开启了对软件收入的尝试。</p><p>“随着时间推移,FSD将会成为特斯拉收入来源的最重要部分。我的个人预测是今年实现FSD,它的安全程度将大幅度高于人们驾驶。特斯拉的车通过软件升级即可实现FSD,这将打破汽车作为消费品的属性而具有持续升值的可能性。另外,FSD的实现还将会在提升安全、加速世界向可持续能源转变方面有巨大影响。”</p><p>如上所述,马斯克再一次对FSD的技术落地做出了乐观预期。未来,随着FSD选装率和价格的不断提升,软件收入将成为特斯拉重要的收入来源,这也意味着其商业模式的重大改变以及盈利能力的进一步提升。</p><p>值得一提的是,由于FSD实现了完全自主开发,特斯拉将获得其100%的销售收入,而不必像<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一样与软件开发者分成,这就给特斯拉软件收费带来了更大的想象空间。</p><p>只是,今年特斯拉的FSD还会跳票吗?</p></body></html>","source":"lsy1571105524917","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>55.19亿美元净利润,特斯拉正成为赚钱机器</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\">\n55.19亿美元净利润,特斯拉正成为赚钱机器\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 08:24 北京时间 <a href=https://mp.weixin.qq.com/s/SCEkJCJ7_1JWA29FvHmPSQ><strong>砺石商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>砺石导言:新车销售毛利率的持续提升以及营业利润的大幅改善,让市场对特斯拉造血能力不足的质疑彻底消失。业绩新高,电动车可以更赚钱前不久,特斯拉公布了2021年第四季度以及2021年全年财报。财报显示,第四季度,特斯拉新车交付量为30.87万辆,同比增长70.8%,环比增长27.9%,再创历史新高。2021年全年,特斯拉在全球交付936200辆车,同比增长87%。中国市场成为特斯拉新车销量持续飙升的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/SCEkJCJ7_1JWA29FvHmPSQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/SCEkJCJ7_1JWA29FvHmPSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149078738","content_text":"砺石导言:新车销售毛利率的持续提升以及营业利润的大幅改善,让市场对特斯拉造血能力不足的质疑彻底消失。业绩新高,电动车可以更赚钱前不久,特斯拉公布了2021年第四季度以及2021年全年财报。财报显示,第四季度,特斯拉新车交付量为30.87万辆,同比增长70.8%,环比增长27.9%,再创历史新高。2021年全年,特斯拉在全球交付936200辆车,同比增长87%。中国市场成为特斯拉新车销量持续飙升的关键。按地区统计,2021年全年,上海超级工厂共交付48.41万辆,同比增长235%,占特斯拉全球总交付量的一半以上,这一数字已经接近2020年特斯拉全球交付量(49.96万辆)。受益于新车交付量的大幅增长,四季度特斯拉总营收达到177.2亿美元,同比增长65%,实现归属于普通股东的净利润为23.21亿美元,同比增长760%,环比增长43%,创下整车厂最高的季度营业利润率。从2021年全年数据看,特斯拉营业总收入达到538.23亿美元,2020年为315.36亿美元,同比增长71%;净利润55.19亿美元,2020年为7.21亿美元,同比增长665%。另外,由于在中国本土进行采购和制造,特斯拉上海工厂新车的单件生产成本得以显著下降,这带动了特斯拉整车销售毛利率的进一步提升。财报数据显示,第四季度特斯拉毛利率为27.4%,其中单车毛利率达到30.6%,较第三季度继续提升0.1个百分点。对比同行看,特斯拉整车业务高达30%的毛利率水平可谓鹤立鸡群。数据显示,丰田、大众等全球主流车企的毛利率通常低于20%,部分车企毛利率仅维持在10%左右。此外,考虑到整个汽车行业所面临的原材料成本压力及供应链紧张态势,特斯拉毛利率的持续提升更显不凡。对此,特斯拉在财报中表示,四季度公司实现26亿美元运营利润,营业利润率达14.7%,为量产车企中最高,“意味着电动汽车的可行性和盈利能力不再有任何疑问,证明了电动汽车比汽油车盈利能力更强”。分业务来看,2021年特斯拉汽车销售业务实现营收441.25亿美元,同比增长79%,收入占比为81.98%;卖积分收入为14.65亿美元,同比减少7%,收入占比为2.72%;汽车租赁实现营收16.42亿美元,同比增长56%,收入占比为3.05%;服务及其他业务收入为38.02亿美元,同比增长65%,收入占比为7.06%;此外,公司能源业务实现营收27.89亿美元,同比增长40%,收入占比为5.18%。值得一提的是,2020年度特斯拉整车业务仍处于亏损状态。数据显示,2020年特斯拉积分销售收入为16亿美元,净利润为7.21亿美元,两相扣除,说明特斯拉单车业务仍处于亏损状态,这也让特斯拉一度遭到造血能力不足的质疑。2021年财报的公布,总算让特斯拉彻底摘掉了“卖碳翁”的帽子。马斯克的第一性原理,也得到了特斯拉财报数据的有力支持。马斯克认为,第一性原理的思维方式是一种看待世界的方式,一层一层剥开事情的表象,直到看到事物的本质,然后从本质出发去寻找根本解。特斯拉早期之所以押注纯电路线,就是看到了电池性能改进潜力和电动汽车模块化生产的相对优势,得出“电动汽车将比燃油车具有更高的性能和更低的价格”这一重要结论。除了上海超级工厂本土化采购所带来的成本优势外,规模效应也是特斯拉盈利能力跃升的又一关键因素。由于汽车行业存在明显的规模经济特征,特斯拉毛利润率的节节攀升与其产能的持续扩充密切相关。数据显示,特斯拉在第四季度实现了超过122万辆年产能的生产效率,创下新的纪录。不过,特斯拉也在财报会议上坦陈,2022年公司仍将面临来自全球供应链、物流运输、劳动力等多方面的挑战。因此,扩大产能和提升销量将是特斯拉今年的主要任务。为此,特斯拉将在提高原有四个工厂产能效率的基础上,继续进行新的超级工厂选址,并且2022年不会推出任何新车型。产能至上,不会发布任何新车型截至目前,特斯拉分别在美国加州、中国上海、德国柏林以及美国德州拥有四座电动车生产工厂。其中,位于加州的弗里蒙特工厂计划产量包括50万台Model 3/Y车型和10万台Model S/X车型,主要面向北美市场。特斯拉在四季度财报中表示,弗里蒙特工厂在2021年实现了创纪录的产量,相信弗里蒙特工厂的产能有潜力超过每年60万辆。上海超级工厂主要生产Model 3和Model Y两款主销车型,也是特斯拉主要的出口中心。2021年全年,上海超级工厂共交付车辆48.41万辆,其中超过16万辆出口到欧亚地区10多个国家。截至目前,特斯拉已在上海建成上海超级工厂、上海超级充电桩工厂、上海研发创新中心和数据中心。同时,上海超级工厂零部件本地化率也已经超过90%,Model 3和Model Y两款车型可共享75%的零部件。根据四季度财报所披露的信息,特斯拉德国柏林工厂和美国德州工厂已经由建设中状态进入设备测试状态。根据规划,德州奥斯汀工厂将率先生产Model Y,之后再生产Cybertruck、Tesla Semi等车型;柏林超级工厂设计产能为50万辆,目前已经开始筹备Model Y的大规模生产,特斯拉的欧洲网站也同步更新了交付预期时间,时间为2022年3月。市场普遍预计,2022年特斯拉产能有望突破150万辆,随着德国柏林工厂和美国德州工厂的投产,特斯拉产能将会突破300万辆,这将有效保障特斯拉年销量增速50%这一目标的达成。届时,特斯拉将很有可能实现数百亿美元的净利润,成为真正的赚钱机器。此外,马斯克还在电话会议上表示,特斯拉正在寻找新的工厂位置。从现有产能规划上看,特斯拉把主要精力放在了SEXY家族之上,而电动皮卡(Cybertruck)、电动卡车(Semi)、超级跑车(Roadster)三个项目进展依旧不及市场预期。资料显示,特斯拉早在2019年11月就召开了第一次Cybertruck的发布会,而当时人们就被它颠覆性的外观所震撼,Cybertruck由此被称为史上“最科幻”的电动皮卡。在发布会次日,Cybertruck就获得了14.6万份订单。然而,开局良好的Cybertruck却遭遇到量产危机,特斯拉一再推迟其生产及交付计划。截至目前,特斯拉Cybertruck已经拿到了超过120万辆订单,但仍未有确定交付日期。马斯克在财报会议上表示,由于供应链问题,尤其是芯片短缺,Cybertruck的量产不得不推迟。另外,应用于Cybertruck上面的大量前沿技术,也是目前限制其产能的一个主要原因。另一款一再跳票的新品是电动卡车Semi。这款原定于2019年投产的电动卡车直到今年1月才实现了首批15辆的新车交付。对于Cybertruck、Semi以及跑车Roadster的具体量产时间,马斯克只说了“希望明年(2023年)可以”。“如果我们真的引入了一个额外的产品,那么就需要对额外产品的复杂性进行大量的关注和资源投入,从而导致实际交付的车辆数量减少。今年也是如此。因此,我们今年不会推出新车型”,马斯克表示。钢铁侠的这一表态或许让不少人感到遗憾,但从主要矛盾角度来看,特斯拉目前的主要矛盾显然是产能不足所带来的新车交付压力,而新车型的推出并无益于这一矛盾的解决,扩大产能才是特斯拉的首要任务。这就意味着,此前传言中的2.5万美元的特斯拉廉价车型“Model 2”将不会出现。屡次跳票,完全自动驾驶能否落地?实际上,相比新车型的推出,马斯克更加看重自动驾驶技术的落地。在被投资者问及2.5万美元车型生产计划时,马斯克不仅表示目前没有2.5万美元车型相关开发计划,甚至认为“这个问题本身是错误的”。与此同时,马斯克认为,相比特意开发一款2.5万美元的汽车,FSD全自动驾驶软件才是对特斯拉来说真正重要的事,“汽车何时实现自动驾驶,这会使运输成本下降4-5倍”。需要看到的是,随着传统燃油车企加速向电动化转型,特斯拉在电动领域的先发优势正在被削弱,智能化正成为其持续领先同行的关键因素,自动驾驶技术无疑又是其中的重中之重。Full Self-Driving(FSD,完全自动驾驶系统)是特斯拉汽车上的一个高级驾驶员辅助套件,其中包括了自动驾驶和其他一些更复杂的功能,如自动换道,停车灯识别,以及“智能召唤”。与FSD对应的一个概念是特斯拉“Autopilot”,这也是特斯拉新车的驾驶员自动辅助标准套件,其功能包括自动紧急制动、前方碰撞警告、车道保持和自适应巡航控制。对比来说,标配的“Autopilot”虽然叫作“自动辅助系统”,但关键点还是“辅助”,而FSD的关键点在于“完全自动驾驶”。 按照自动驾驶的分级标准,Autopilot相当于L2级别,FSD则相当于L4级别。按照最新收费标准,从今年1月17日起,美国地区客户的完全自动驾驶系统FSD价格将由1万美元上调至1.2万美元。另外,特斯拉车主还可以按月订阅FSD功能,价格为199美元/月。不过,尽管马斯克本人一再表示FSD将解决自动驾驶L4的问题,但FSD距离“完全自动驾驶”恐怕仍还有一定距离。资料显示,早在2018年底,马斯克就宣称其“全自动驾驶技术”将在2019年实现。此后,马斯克又于2019年6月在特斯拉的年度股东大会上表示,特斯拉用户可以在2020年的某个时候,可以使用上无需人工干预的自动驾驶功能。而所有2016年10月以后生产的车型,只需要更换自动驾驶芯片既可以实现全自动驾驶功能。2020年,特斯拉推出FSD Beta版本,配备城市道路完全自动驾驶测试功能。根据规定,目前只有购买或订阅了FSD,并在特斯拉的安全测试中获得高分的驾驶员,才可以获得试用资格。然而,备受期待的“完全自动驾驶”至今仍没有实现。相反,特斯拉却因为频发的自动驾驶安全事故而遭遇到诸多非议。2021年8月,美国国家公路交通安全管理局(NHTSA)正式对特斯拉自动驾驶系统展开调查。尽管屡次跳票并深陷安全信任危机,特斯拉自动驾驶技术对消费者的吸引力依然不减。数据显示,如今美国搭载FSD测试版的车辆近6万辆,而去年三季度这一数据仅几千辆。凭借FSD套件的销售及订阅,特斯拉率先走在了“软件收费”的前列。2021年全年,特斯拉包括自动驾驶软件在内服务及其他业务实现营业收入为38.02亿美元,增加65%。这也吸引了国内小鹏、蔚来等新势力车企纷纷开启了对软件收入的尝试。“随着时间推移,FSD将会成为特斯拉收入来源的最重要部分。我的个人预测是今年实现FSD,它的安全程度将大幅度高于人们驾驶。特斯拉的车通过软件升级即可实现FSD,这将打破汽车作为消费品的属性而具有持续升值的可能性。另外,FSD的实现还将会在提升安全、加速世界向可持续能源转变方面有巨大影响。”如上所述,马斯克再一次对FSD的技术落地做出了乐观预期。未来,随着FSD选装率和价格的不断提升,软件收入将成为特斯拉重要的收入来源,这也意味着其商业模式的重大改变以及盈利能力的进一步提升。值得一提的是,由于FSD实现了完全自主开发,特斯拉将获得其100%的销售收入,而不必像苹果一样与软件开发者分成,这就给特斯拉软件收费带来了更大的想象空间。只是,今年特斯拉的FSD还会跳票吗?","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156371826,"gmtCreate":1625199198365,"gmtModify":1703738206773,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156371826","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","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":1625021330,"share":"https://www.laohu8.com/m/news/1168133884?lang=&edition=full","pubTime":"2021-06-30 10:48","market":"sh","language":"zh","title":"提醒:因美国独立日假期,7月5日美股全天休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月","content":"<p><b>因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p><b>独立日</b>是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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>提醒:因美国独立日假期,7月5日美股全天休市</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提醒:因美国独立日假期,7月5日美股全天休市\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\">2021-06-30 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p><b>独立日</b>是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115438349,"gmtCreate":1623026307981,"gmtModify":1704194457201,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/115438349","repostId":"1183379079","repostType":4,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378595890,"gmtCreate":1619049390010,"gmtModify":1704718742911,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378595890","repostId":"1131768787","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156371728,"gmtCreate":1625199215764,"gmtModify":1703738207585,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156371728","repostId":"1173124848","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175300036,"gmtCreate":1627005057525,"gmtModify":1703482257122,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175300036","repostId":"1145426029","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375473373,"gmtCreate":1619394837292,"gmtModify":1704723061555,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375473373","repostId":"1192282045","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803556201,"gmtCreate":1627450955303,"gmtModify":1703490222849,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803556201","repostId":"2154471932","repostType":2,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172967144,"gmtCreate":1626928351388,"gmtModify":1703480778006,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172967144","repostId":"1156634716","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133171522,"gmtCreate":1621731769266,"gmtModify":1704361778350,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"RIP","listText":"RIP","text":"RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133171522","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052635608,"gmtCreate":1655166987504,"gmtModify":1676535573466,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052635608","repostId":"2243662491","repostType":4,"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024656479,"gmtCreate":1653869656491,"gmtModify":1676535353285,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024656479","repostId":"1190992024","repostType":4,"repost":{"id":"1190992024","pubTimestamp":1653866406,"share":"https://www.laohu8.com/m/news/1190992024?lang=&edition=full","pubTime":"2022-05-30 07:20","market":"us","language":"en","title":"Co-Founder Fred Ehrsam Just Bought $1.8 Million in Coinbase (COIN) Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1190992024","media":"InvestorPlace","summary":"Coinbase(NASDAQ:COIN) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24The shar","content":"<html><head></head><body><ul><li><b>Coinbase</b>(NASDAQ:<b><u>COIN</u></b>) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24</li><li>The shares were purchased at an average price of $60.60</li><li>Ehrsam purchased the shares through <b>Paradigm</b></li></ul><p>Shares of Coinbase stock are in the spotlight today following another insider purchase from co-founder Fred Ehrsam. This is Ehrsam’sthird insider purchase of the crypto exchange this month. In fact, no Coinbase insider has purchased shares of COIN stock this year on the open market besides Ehrsam.</p><p>Ehrsam helped found Coinbase alongside current CEO Brian Armstrong. Eventually, he also moved away from the company and helped found Paradigm, an investment firm that focuses on cryptocurrency and Web 3.0 opportunities.</p><p>Let’s get into the details of Ehrsam’s purchase.</p><h2>Co-founder and Director Fred Ehrsam Buys COIN Stock</h2><p>On May 24, Fred Ehrsam purchased 30,030 shares at an average price of $60.60 per share. In total, the purchase amounted to just over $1.8 million. Ehrsam indirectly purchased all of these shares through the Paradigm One Fund. After the purchase, Ehrsam indirectly owns 1.12 million shares through the fund. He also owns another 1.13 million shares through the Frederick Ernest Ehrsam III Living Trust and 1,213 shares directly. Finally, Ehrsam owns an additional 2.58 million shares through the Paradigm Fund.</p><p>Earlier, on May 17, Ehrsam purchased385,260 shares through the Paradigm One Fund at average prices ranging between $63.92 and $66.52. The purchase amounted to a massive $25 million. However, Ehrsam made an even bigger purchase on May 13, purchasing706,554 shares at average prices ranging between $69.53 and $72.85. That purchase amounted to a whopping $50 million.</p><p>Ehrsam seems to be buying back shares at a discount after selling out shares following the company’s initial public offering (IPO). One article from <i>The Wall Street Journal</i> details how four Coinbase insiders sold $1.2 billion of COIN following the company’s IPO. These four insiders are co-founders Fred Ehrsam and Brian Armstrong as well as COO Emilie Choi and CPO Surojit Chatterjee. At its initial public offering, COIN stock initiated trading at $381. The four insiders sold shares at prices between $189 and $422. Today, the stock is trading in the low $70 range.</p><p>Armstrong sold shares worth $292 million through both himself and his trust. On top of that, Ehrsam sold nearly $500 million of COIN. Meanwhile, Choi “exercised options at a cost of $9.7 million […] while Chatterjee exercised options at a cost of $6 million.” Choi and Chatterjee also sold shares worth $226 million and $110 million, respectively.</p></body></html>","source":"lsy1606302653667","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>Co-Founder Fred Ehrsam Just Bought $1.8 Million in Coinbase (COIN) Stock</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\">\nCo-Founder Fred Ehrsam Just Bought $1.8 Million in Coinbase (COIN) Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 07:20 GMT+8 <a href=https://investorplace.com/2022/05/co-founder-fred-ehrsam-just-bought-1-8-million-in-coinbase-coin-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase(NASDAQ:COIN) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24The shares were purchased at an average price of $60.60Ehrsam purchased the shares through ParadigmShares of...</p>\n\n<a href=\"https://investorplace.com/2022/05/co-founder-fred-ehrsam-just-bought-1-8-million-in-coinbase-coin-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://investorplace.com/2022/05/co-founder-fred-ehrsam-just-bought-1-8-million-in-coinbase-coin-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190992024","content_text":"Coinbase(NASDAQ:COIN) co-founder Fred Ehrsam purchased 30,030 shares of COIN stock on May 24The shares were purchased at an average price of $60.60Ehrsam purchased the shares through ParadigmShares of Coinbase stock are in the spotlight today following another insider purchase from co-founder Fred Ehrsam. This is Ehrsam’sthird insider purchase of the crypto exchange this month. In fact, no Coinbase insider has purchased shares of COIN stock this year on the open market besides Ehrsam.Ehrsam helped found Coinbase alongside current CEO Brian Armstrong. Eventually, he also moved away from the company and helped found Paradigm, an investment firm that focuses on cryptocurrency and Web 3.0 opportunities.Let’s get into the details of Ehrsam’s purchase.Co-founder and Director Fred Ehrsam Buys COIN StockOn May 24, Fred Ehrsam purchased 30,030 shares at an average price of $60.60 per share. In total, the purchase amounted to just over $1.8 million. Ehrsam indirectly purchased all of these shares through the Paradigm One Fund. After the purchase, Ehrsam indirectly owns 1.12 million shares through the fund. He also owns another 1.13 million shares through the Frederick Ernest Ehrsam III Living Trust and 1,213 shares directly. Finally, Ehrsam owns an additional 2.58 million shares through the Paradigm Fund.Earlier, on May 17, Ehrsam purchased385,260 shares through the Paradigm One Fund at average prices ranging between $63.92 and $66.52. The purchase amounted to a massive $25 million. However, Ehrsam made an even bigger purchase on May 13, purchasing706,554 shares at average prices ranging between $69.53 and $72.85. That purchase amounted to a whopping $50 million.Ehrsam seems to be buying back shares at a discount after selling out shares following the company’s initial public offering (IPO). One article from The Wall Street Journal details how four Coinbase insiders sold $1.2 billion of COIN following the company’s IPO. These four insiders are co-founders Fred Ehrsam and Brian Armstrong as well as COO Emilie Choi and CPO Surojit Chatterjee. At its initial public offering, COIN stock initiated trading at $381. The four insiders sold shares at prices between $189 and $422. Today, the stock is trading in the low $70 range.Armstrong sold shares worth $292 million through both himself and his trust. On top of that, Ehrsam sold nearly $500 million of COIN. Meanwhile, Choi “exercised options at a cost of $9.7 million […] while Chatterjee exercised options at a cost of $6 million.” Choi and Chatterjee also sold shares worth $226 million and $110 million, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187095645,"gmtCreate":1623728965687,"gmtModify":1704209774110,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187095645","repostId":"1193820370","repostType":4,"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136189471,"gmtCreate":1621999211593,"gmtModify":1704365795200,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136189471","repostId":"1105914038","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149618013,"gmtCreate":1625721912232,"gmtModify":1703747116678,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"劉洧綸","avatar":"https://community-static.tradeup.com/news/ac36586443a36b162393703e2f3db72a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149618013","repostId":"2149310828","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}