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loon0406
03-28
$三倍做多半导体ETF-Direxion Daily(SOXL)$
loon0406
02-15
@明皇皇皇皇皇
@红红火火百万
@koots
true love card happy valentine day to everyone
loon0406
01-13
Good morning beautiful time for you
loon0406
01-12
👍👍👍👍👍👍👍
loon0406
01-11
Good morning beautiful time for you
loon0406
01-10
Good morning beautiful time to meet you
loon0406
01-09
Good morning beautiful time for you
loon0406
01-08
Good morning time for 6
loon0406
01-07
Good morning beautiful time for you
loon0406
01-06
Good luck with your new role
loon0406
01-05
Good morning beautiful time for you
loon0406
01-04
Good morning time for you
loon0406
01-03
Good morning time for you
loon0406
01-02
Good morning time for you
loon0406
2023-12-31
Good morning time for you
loon0406
2023-12-30
Good morning time for you
loon0406
2023-12-29
Good morning time for the best
loon0406
2023-12-28
Good luck with your new job
loon0406
2023-11-09
$理想汽车-W(02015)$
loon0406
2023-11-08
Good morning time to get the best
Go to Tiger App to see more news
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10:48","market":"us","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 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099895551,"gmtCreate":1643328511207,"gmtModify":1676533804887,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099895551","repostId":"1181488202","repostType":2,"repost":{"id":"1181488202","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":1643327771,"share":"https://ttm.financial/m/news/1181488202?lang=&edition=fundamental","pubTime":"2022-01-28 07:56","market":"hk","language":"zh","title":"昨夜今晨:美股再巨震!特斯拉市值一夜蒸发千亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1181488202","media":"老虎资讯综合","summary":"摘要:①美股三大股指集体收跌,纳指跌1.4%;②美国天然气飙升46.5%,创史上最大单日涨幅;③特斯拉大跌逾11%,单日蒸发近千亿美元;④摩根士丹利料美股还有更大跌势,恐怕会跑输世界其余地区股市。海外","content":"<html><head></head><body><blockquote>摘要:①美股三大股指集体收跌,纳指跌1.4%;②美国天然气飙升46.5%,创史上最大单日涨幅;③特斯拉大跌逾11%,单日蒸发近千亿美元;④摩根士丹利料美股还有更大跌势,恐怕会跑输世界其余地区股市。</blockquote><p>海外市场</p><p>1、美股高开低走集体收跌!纳指跌1.4%</p><p>美股三大指数周四又经历了动荡的一天,美联储、GDP和企业财报让投资者摇摆不定。美股三大指数高开低走,集体收跌。</p><p>纳指跌1.4%,标普500指数跌0.54%,道指跌0.02%。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.29%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.05%Meta持平。</p><p><a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨7.51%,此前亿万富翁投资者威廉·阿克曼示,他的对冲基金购买了310万股奈飞股票。</p><p>新能源汽车股集体走低,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌11.55%,创去年10月14日以来收盘新低,并创11月9日以来最大收盘跌幅,市值一日蒸发千亿美元。公司预警供应链限制将贯穿全年,并称今年不会推出新车型。</p><p>2、热门中概股周四收盘普跌 <a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨超14%</p><p>热门中概股周四收盘普跌,新能源汽车股疲弱。</p><p>其他中概股方面,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超8%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>、雾芯科技跌近8%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超6%,<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近6%,携程、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌近4%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超3%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超12%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌近7%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%。</p><p>3、欧股主要指数上涨,德国DAX30指数收涨0.4%</p><p>德国DAX30指数周四收涨0.40%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.16%,法国CAC40指数涨0.60%,欧洲斯托克50指数涨0.50%。</p><p>4、美国天然气价格周四飙升46.5% 创史上最大单日涨幅</p><p>根据道琼斯市场数据,纽约商品交易所2月份交割的天然气价格上涨1.99美元,涨幅达46.5%,收于每百万英热单位6.265美元,创10月以来最高收盘价,同时创下有记录以来的天然气最大单日百分比涨幅。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署(EIA)周四报告称,美国上周天然气库存锐减2190亿立方英尺,使库存总量比去年水平低10%以上。</p><p>与此同时,美国WTI原油期货价格录得3个交易日来的首次下跌,跌幅近0.9%,收于每桶86.61美元。</p><p>5、周四黄金期货收跌2%创3周新低 白银期货重挫4.8%</p><p>周四,纽约商品交易所2月交割的黄金期货价格下跌36.60美元,跌幅2%,收于每盎司1793.10美元,为1月10日以来首次跌破1800美元,并创1月6日以来的最低收盘价。周三该期货价格下跌1.2%。</p><p>4月交割的黄金期货价格下跌37美元,跌幅为2%,收于每盎司1795美元。</p><p>国际宏观</p><p>1、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷</p><p>美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。</p><p>他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周,英国央行等多家央行都可能上调基准利率,更多央行暗示未来几个月也将跟进。</p><p>这次鲍威尔的讲话向投资者发出了重大警告,那就是央行要动真格撤走支持性政策了。即使股市大跌,债券收益率上升,对加息将削弱经济增长力道的担忧日益升温,但这位美联储主席眼都没眨一下。</p><p>2、美国四季度GDP初值增长6.9% 2021年全年增长5.7%</p><p>美国商务部周四公布的预估数据显示,美国四季度GDP折合成年率增长6.9%,高于市场预计的5.5%,也高于第三季度未经修正的2.3%增速。</p><p>美国经济2021年增长了5.7%,创1984年以来最高水平,这得益于大规模财政刺激和极低利率的推动。然而,随着奥密克戎导致新冠肺炎病例激增,这种势头到12月似乎已经减弱。</p><p>3、美国耐用品订单三个月来首次下降</p><p>美国工厂的耐用品订单在12月份出现三个月来的首次下降,表明资本投资在第四季度末出现暂停。</p><p>美国商务部周四发布的数据显示,12月份总体耐用品订单较11月份下降0.9%,反映出商用飞机和通信设备订单的减少。与此同时,11月耐用品订单上修为增长3.2%。</p><p>4、美国上周首次申领失业救济人数四周来首次下降</p><p>美国上周首次申请失业救济人数出现四周来首次下降,扭转了近期因omicron变异毒株蔓延而引发的申请失业金人数激增的局面。</p><p>美国劳工部周四公布的数据显示,在截至1月22日的一周,首次申领失业救济人数总计26万人,比前一周减少3万人。彭博调查经济学家得出的预期中值为26.5万人。</p><p>5、德国外长再次呼吁加强对话并拒绝向乌克兰提供武器</p><p>德国外长贝尔伯克在德国联邦议院的辩论中指出,德国联邦政府坚持现有的立场和做法,不会向乌克兰提供武器。但在紧急情况下,德国不排除对俄罗斯进行制裁——包括对“北溪-2”天然气管道项目的制裁。她表示,德国在立场上支持乌克兰,并将为乌克兰提供军用头盔等装备,帮助乌克兰建造军事工事和训练士兵,但是对话依然在解决冲突中具有绝对的优先权,“取消对话将是致命的”。</p><p>6、瑞典将建世界上第一个核废料储存库</p><p>瑞典核燃料管理部门 (SKB) 申请在距离首都斯德哥尔摩139公里的福什马克 (Forsmark) 的地下500米处建立最终储存库,计划将12000吨放射性废料封装在6000个铜罐中,然后安置在储存库内。12000吨相当于法国埃菲尔铁塔的总重。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1115896222\" target=\"_blank\">超预期!苹果四季度营收盈利均创新高,盘后涨5%</a></p><p>财报显示,苹果第一财季营收同比增长11%至1239.5亿美元,为有史以来最高的单季营收,市场预期1186.63亿美元;每股收益2.1美元,市场预期1.88美元;净利润346.3亿美元,市场预期309.54亿美元。</p><p>本季度包括苹果的假日季销售,这也是iPhone 13销售的第一个完整季度。财报公布后,苹果股价盘后涨2%。</p><p>2、<a href=\"https://laohu8.com/NW/2206841504\" target=\"_blank\">特斯拉收盘大跌逾11% 创去年10月14日以来最低水平</a></p><p>特斯拉股价周四收盘大跌11.55%,报829.1美元,创去年10月14日以来的最低水平。 公司预警供应链限制将贯穿全年,并称今年不会推出新车型。</p><p>3、<a href=\"https://laohu8.com/NW/2206984912\" target=\"_blank\">不务正业?马斯克称机器人才是特斯拉今年最重要的产品</a></p><p>在周三电话会提及这个项目时,马斯克说道:“这是我们最重要的产品,比汽车更重要。”他还透露公司内部已经将这个机器人命名为“Optimus”,与经典动画《变形金刚》中的“擎天柱”同名。</p><p>马斯克表示,虽然特斯拉机器人可能还需要几年时间,甚至可能永远不会实现,但如果它能完成现在只能由人类完成的任务,就有可能彻底改变现今的经济模式。</p><p>4、<a href=\"https://laohu8.com/NW/2206584608\" target=\"_blank\">中美奢侈品市场强劲复苏!巨头LVMH去年收入超预期创新高 一年猛增44%</a></p><p>相比疫情爆发前2019年,去年LVMH营收增长20%,核心业务时装与皮草商品有机收入全年增长42%,其中LV、迪奥等品牌收入均创新高。去年一年,美国和亚洲市场销售收入强劲增长,欧洲到第四季度较2019年回归正增长。</p><p>5、<a href=\"https://laohu8.com/NW/2206845005\" target=\"_blank\">瑞幸咖啡3.8亿股获财团收购 交易后过半投票权落入大钲资本</a></p><p>买方财团将从<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>前管理层陆正耀、钱治亚各自家族信托控制的Primus Investment Fund, LP,Haode Investment Inc.和Summer Fame Limited三家公司处购买总计383,425,748股瑞幸咖啡A类普通股票。</p><p>交易完成后,大钲资本成为瑞幸咖啡控股股东,持有公司超过50%投票权。瑞幸咖啡在经历长期的管理层动荡后,历时一年多的各项债务重组终于画上了句号。</p><p>6、<a href=\"https://laohu8.com/NW/2206845075\" target=\"_blank\">谷歌云部门组建新团队 围绕区块链打造业务</a></p><p>据报道,在经历了零售、医疗和其他行业的增长之后,谷歌的云部门又成立了一个新团队,围绕区块链应用打造业务。</p><p>分析人士称,此举若获得成功,将有助于谷歌进一步实现广告业务之外的多元化,并在不断增长的计算和存储服务市场进一步巩固自己的地位。</p><p>7、<a href=\"https://laohu8.com/NW/2206784844\" target=\"_blank\">Meta Platforms稳定币Diem流产后 Silvergate Capital或将接盘</a></p><p>在稳定币项目Diem Association流产后,Facebook母公司Meta Platforms(FB.US)计划将Diem Association出售给小型银行Silvergate Capital(SI.US),以便为投资人返还资本。</p><p>Silvergate Capital已同意发行部分稳定币,以作为该生态系统的货币。</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\" 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}\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:美股再巨震!特斯拉市值一夜蒸发千亿\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\">2022-01-28 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①美股三大股指集体收跌,纳指跌1.4%;②美国天然气飙升46.5%,创史上最大单日涨幅;③特斯拉大跌逾11%,单日蒸发近千亿美元;④摩根士丹利料美股还有更大跌势,恐怕会跑输世界其余地区股市。</blockquote><p>海外市场</p><p>1、美股高开低走集体收跌!纳指跌1.4%</p><p>美股三大指数周四又经历了动荡的一天,美联储、GDP和企业财报让投资者摇摆不定。美股三大指数高开低走,集体收跌。</p><p>纳指跌1.4%,标普500指数跌0.54%,道指跌0.02%。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.29%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.05%Meta持平。</p><p><a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨7.51%,此前亿万富翁投资者威廉·阿克曼示,他的对冲基金购买了310万股奈飞股票。</p><p>新能源汽车股集体走低,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌11.55%,创去年10月14日以来收盘新低,并创11月9日以来最大收盘跌幅,市值一日蒸发千亿美元。公司预警供应链限制将贯穿全年,并称今年不会推出新车型。</p><p>2、热门中概股周四收盘普跌 <a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨超14%</p><p>热门中概股周四收盘普跌,新能源汽车股疲弱。</p><p>其他中概股方面,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超8%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>、雾芯科技跌近8%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超6%,<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近6%,携程、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌近4%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超3%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超12%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌近7%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%。</p><p>3、欧股主要指数上涨,德国DAX30指数收涨0.4%</p><p>德国DAX30指数周四收涨0.40%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.16%,法国CAC40指数涨0.60%,欧洲斯托克50指数涨0.50%。</p><p>4、美国天然气价格周四飙升46.5% 创史上最大单日涨幅</p><p>根据道琼斯市场数据,纽约商品交易所2月份交割的天然气价格上涨1.99美元,涨幅达46.5%,收于每百万英热单位6.265美元,创10月以来最高收盘价,同时创下有记录以来的天然气最大单日百分比涨幅。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署(EIA)周四报告称,美国上周天然气库存锐减2190亿立方英尺,使库存总量比去年水平低10%以上。</p><p>与此同时,美国WTI原油期货价格录得3个交易日来的首次下跌,跌幅近0.9%,收于每桶86.61美元。</p><p>5、周四黄金期货收跌2%创3周新低 白银期货重挫4.8%</p><p>周四,纽约商品交易所2月交割的黄金期货价格下跌36.60美元,跌幅2%,收于每盎司1793.10美元,为1月10日以来首次跌破1800美元,并创1月6日以来的最低收盘价。周三该期货价格下跌1.2%。</p><p>4月交割的黄金期货价格下跌37美元,跌幅为2%,收于每盎司1795美元。</p><p>国际宏观</p><p>1、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷</p><p>美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。</p><p>他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周,英国央行等多家央行都可能上调基准利率,更多央行暗示未来几个月也将跟进。</p><p>这次鲍威尔的讲话向投资者发出了重大警告,那就是央行要动真格撤走支持性政策了。即使股市大跌,债券收益率上升,对加息将削弱经济增长力道的担忧日益升温,但这位美联储主席眼都没眨一下。</p><p>2、美国四季度GDP初值增长6.9% 2021年全年增长5.7%</p><p>美国商务部周四公布的预估数据显示,美国四季度GDP折合成年率增长6.9%,高于市场预计的5.5%,也高于第三季度未经修正的2.3%增速。</p><p>美国经济2021年增长了5.7%,创1984年以来最高水平,这得益于大规模财政刺激和极低利率的推动。然而,随着奥密克戎导致新冠肺炎病例激增,这种势头到12月似乎已经减弱。</p><p>3、美国耐用品订单三个月来首次下降</p><p>美国工厂的耐用品订单在12月份出现三个月来的首次下降,表明资本投资在第四季度末出现暂停。</p><p>美国商务部周四发布的数据显示,12月份总体耐用品订单较11月份下降0.9%,反映出商用飞机和通信设备订单的减少。与此同时,11月耐用品订单上修为增长3.2%。</p><p>4、美国上周首次申领失业救济人数四周来首次下降</p><p>美国上周首次申请失业救济人数出现四周来首次下降,扭转了近期因omicron变异毒株蔓延而引发的申请失业金人数激增的局面。</p><p>美国劳工部周四公布的数据显示,在截至1月22日的一周,首次申领失业救济人数总计26万人,比前一周减少3万人。彭博调查经济学家得出的预期中值为26.5万人。</p><p>5、德国外长再次呼吁加强对话并拒绝向乌克兰提供武器</p><p>德国外长贝尔伯克在德国联邦议院的辩论中指出,德国联邦政府坚持现有的立场和做法,不会向乌克兰提供武器。但在紧急情况下,德国不排除对俄罗斯进行制裁——包括对“北溪-2”天然气管道项目的制裁。她表示,德国在立场上支持乌克兰,并将为乌克兰提供军用头盔等装备,帮助乌克兰建造军事工事和训练士兵,但是对话依然在解决冲突中具有绝对的优先权,“取消对话将是致命的”。</p><p>6、瑞典将建世界上第一个核废料储存库</p><p>瑞典核燃料管理部门 (SKB) 申请在距离首都斯德哥尔摩139公里的福什马克 (Forsmark) 的地下500米处建立最终储存库,计划将12000吨放射性废料封装在6000个铜罐中,然后安置在储存库内。12000吨相当于法国埃菲尔铁塔的总重。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1115896222\" target=\"_blank\">超预期!苹果四季度营收盈利均创新高,盘后涨5%</a></p><p>财报显示,苹果第一财季营收同比增长11%至1239.5亿美元,为有史以来最高的单季营收,市场预期1186.63亿美元;每股收益2.1美元,市场预期1.88美元;净利润346.3亿美元,市场预期309.54亿美元。</p><p>本季度包括苹果的假日季销售,这也是iPhone 13销售的第一个完整季度。财报公布后,苹果股价盘后涨2%。</p><p>2、<a href=\"https://laohu8.com/NW/2206841504\" target=\"_blank\">特斯拉收盘大跌逾11% 创去年10月14日以来最低水平</a></p><p>特斯拉股价周四收盘大跌11.55%,报829.1美元,创去年10月14日以来的最低水平。 公司预警供应链限制将贯穿全年,并称今年不会推出新车型。</p><p>3、<a href=\"https://laohu8.com/NW/2206984912\" target=\"_blank\">不务正业?马斯克称机器人才是特斯拉今年最重要的产品</a></p><p>在周三电话会提及这个项目时,马斯克说道:“这是我们最重要的产品,比汽车更重要。”他还透露公司内部已经将这个机器人命名为“Optimus”,与经典动画《变形金刚》中的“擎天柱”同名。</p><p>马斯克表示,虽然特斯拉机器人可能还需要几年时间,甚至可能永远不会实现,但如果它能完成现在只能由人类完成的任务,就有可能彻底改变现今的经济模式。</p><p>4、<a href=\"https://laohu8.com/NW/2206584608\" target=\"_blank\">中美奢侈品市场强劲复苏!巨头LVMH去年收入超预期创新高 一年猛增44%</a></p><p>相比疫情爆发前2019年,去年LVMH营收增长20%,核心业务时装与皮草商品有机收入全年增长42%,其中LV、迪奥等品牌收入均创新高。去年一年,美国和亚洲市场销售收入强劲增长,欧洲到第四季度较2019年回归正增长。</p><p>5、<a href=\"https://laohu8.com/NW/2206845005\" target=\"_blank\">瑞幸咖啡3.8亿股获财团收购 交易后过半投票权落入大钲资本</a></p><p>买方财团将从<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>前管理层陆正耀、钱治亚各自家族信托控制的Primus Investment Fund, LP,Haode Investment Inc.和Summer Fame Limited三家公司处购买总计383,425,748股瑞幸咖啡A类普通股票。</p><p>交易完成后,大钲资本成为瑞幸咖啡控股股东,持有公司超过50%投票权。瑞幸咖啡在经历长期的管理层动荡后,历时一年多的各项债务重组终于画上了句号。</p><p>6、<a href=\"https://laohu8.com/NW/2206845075\" target=\"_blank\">谷歌云部门组建新团队 围绕区块链打造业务</a></p><p>据报道,在经历了零售、医疗和其他行业的增长之后,谷歌的云部门又成立了一个新团队,围绕区块链应用打造业务。</p><p>分析人士称,此举若获得成功,将有助于谷歌进一步实现广告业务之外的多元化,并在不断增长的计算和存储服务市场进一步巩固自己的地位。</p><p>7、<a href=\"https://laohu8.com/NW/2206784844\" target=\"_blank\">Meta Platforms稳定币Diem流产后 Silvergate Capital或将接盘</a></p><p>在稳定币项目Diem Association流产后,Facebook母公司Meta Platforms(FB.US)计划将Diem Association出售给小型银行Silvergate Capital(SI.US),以便为投资人返还资本。</p><p>Silvergate Capital已同意发行部分稳定币,以作为该生态系统的货币。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181488202","content_text":"摘要:①美股三大股指集体收跌,纳指跌1.4%;②美国天然气飙升46.5%,创史上最大单日涨幅;③特斯拉大跌逾11%,单日蒸发近千亿美元;④摩根士丹利料美股还有更大跌势,恐怕会跑输世界其余地区股市。海外市场1、美股高开低走集体收跌!纳指跌1.4%美股三大指数周四又经历了动荡的一天,美联储、GDP和企业财报让投资者摇摆不定。美股三大指数高开低走,集体收跌。纳指跌1.4%,标普500指数跌0.54%,道指跌0.02%。大型科技股涨跌不一,苹果跌0.29%,微软涨1.05%Meta持平。奈飞涨7.51%,此前亿万富翁投资者威廉·阿克曼示,他的对冲基金购买了310万股奈飞股票。新能源汽车股集体走低,特斯拉跌11.55%,创去年10月14日以来收盘新低,并创11月9日以来最大收盘跌幅,市值一日蒸发千亿美元。公司预警供应链限制将贯穿全年,并称今年不会推出新车型。2、热门中概股周四收盘普跌 斗鱼涨超14%热门中概股周四收盘普跌,新能源汽车股疲弱。其他中概股方面,新东方、高途跌超8%,知乎、雾芯科技跌近8%,拼多多、网易有道、京东跌超6%,搜狐、哔哩哔哩跌近6%,携程、汽车之家跌近4%,百度、贝壳跌超3%。新能源汽车股中,小鹏汽车跌超12%,蔚来汽车跌近7%,理想汽车跌超6%。3、欧股主要指数上涨,德国DAX30指数收涨0.4%德国DAX30指数周四收涨0.40%,英国富时100指数涨1.16%,法国CAC40指数涨0.60%,欧洲斯托克50指数涨0.50%。4、美国天然气价格周四飙升46.5% 创史上最大单日涨幅根据道琼斯市场数据,纽约商品交易所2月份交割的天然气价格上涨1.99美元,涨幅达46.5%,收于每百万英热单位6.265美元,创10月以来最高收盘价,同时创下有记录以来的天然气最大单日百分比涨幅。美国能源信息署(EIA)周四报告称,美国上周天然气库存锐减2190亿立方英尺,使库存总量比去年水平低10%以上。与此同时,美国WTI原油期货价格录得3个交易日来的首次下跌,跌幅近0.9%,收于每桶86.61美元。5、周四黄金期货收跌2%创3周新低 白银期货重挫4.8%周四,纽约商品交易所2月交割的黄金期货价格下跌36.60美元,跌幅2%,收于每盎司1793.10美元,为1月10日以来首次跌破1800美元,并创1月6日以来的最低收盘价。周三该期货价格下跌1.2%。4月交割的黄金期货价格下跌37美元,跌幅为2%,收于每盎司1795美元。国际宏观1、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周,英国央行等多家央行都可能上调基准利率,更多央行暗示未来几个月也将跟进。这次鲍威尔的讲话向投资者发出了重大警告,那就是央行要动真格撤走支持性政策了。即使股市大跌,债券收益率上升,对加息将削弱经济增长力道的担忧日益升温,但这位美联储主席眼都没眨一下。2、美国四季度GDP初值增长6.9% 2021年全年增长5.7%美国商务部周四公布的预估数据显示,美国四季度GDP折合成年率增长6.9%,高于市场预计的5.5%,也高于第三季度未经修正的2.3%增速。美国经济2021年增长了5.7%,创1984年以来最高水平,这得益于大规模财政刺激和极低利率的推动。然而,随着奥密克戎导致新冠肺炎病例激增,这种势头到12月似乎已经减弱。3、美国耐用品订单三个月来首次下降美国工厂的耐用品订单在12月份出现三个月来的首次下降,表明资本投资在第四季度末出现暂停。美国商务部周四发布的数据显示,12月份总体耐用品订单较11月份下降0.9%,反映出商用飞机和通信设备订单的减少。与此同时,11月耐用品订单上修为增长3.2%。4、美国上周首次申领失业救济人数四周来首次下降美国上周首次申请失业救济人数出现四周来首次下降,扭转了近期因omicron变异毒株蔓延而引发的申请失业金人数激增的局面。美国劳工部周四公布的数据显示,在截至1月22日的一周,首次申领失业救济人数总计26万人,比前一周减少3万人。彭博调查经济学家得出的预期中值为26.5万人。5、德国外长再次呼吁加强对话并拒绝向乌克兰提供武器德国外长贝尔伯克在德国联邦议院的辩论中指出,德国联邦政府坚持现有的立场和做法,不会向乌克兰提供武器。但在紧急情况下,德国不排除对俄罗斯进行制裁——包括对“北溪-2”天然气管道项目的制裁。她表示,德国在立场上支持乌克兰,并将为乌克兰提供军用头盔等装备,帮助乌克兰建造军事工事和训练士兵,但是对话依然在解决冲突中具有绝对的优先权,“取消对话将是致命的”。6、瑞典将建世界上第一个核废料储存库瑞典核燃料管理部门 (SKB) 申请在距离首都斯德哥尔摩139公里的福什马克 (Forsmark) 的地下500米处建立最终储存库,计划将12000吨放射性废料封装在6000个铜罐中,然后安置在储存库内。12000吨相当于法国埃菲尔铁塔的总重。公司新闻1、超预期!苹果四季度营收盈利均创新高,盘后涨5%财报显示,苹果第一财季营收同比增长11%至1239.5亿美元,为有史以来最高的单季营收,市场预期1186.63亿美元;每股收益2.1美元,市场预期1.88美元;净利润346.3亿美元,市场预期309.54亿美元。本季度包括苹果的假日季销售,这也是iPhone 13销售的第一个完整季度。财报公布后,苹果股价盘后涨2%。2、特斯拉收盘大跌逾11% 创去年10月14日以来最低水平特斯拉股价周四收盘大跌11.55%,报829.1美元,创去年10月14日以来的最低水平。 公司预警供应链限制将贯穿全年,并称今年不会推出新车型。3、不务正业?马斯克称机器人才是特斯拉今年最重要的产品在周三电话会提及这个项目时,马斯克说道:“这是我们最重要的产品,比汽车更重要。”他还透露公司内部已经将这个机器人命名为“Optimus”,与经典动画《变形金刚》中的“擎天柱”同名。马斯克表示,虽然特斯拉机器人可能还需要几年时间,甚至可能永远不会实现,但如果它能完成现在只能由人类完成的任务,就有可能彻底改变现今的经济模式。4、中美奢侈品市场强劲复苏!巨头LVMH去年收入超预期创新高 一年猛增44%相比疫情爆发前2019年,去年LVMH营收增长20%,核心业务时装与皮草商品有机收入全年增长42%,其中LV、迪奥等品牌收入均创新高。去年一年,美国和亚洲市场销售收入强劲增长,欧洲到第四季度较2019年回归正增长。5、瑞幸咖啡3.8亿股获财团收购 交易后过半投票权落入大钲资本买方财团将从瑞幸咖啡前管理层陆正耀、钱治亚各自家族信托控制的Primus Investment Fund, LP,Haode Investment Inc.和Summer Fame Limited三家公司处购买总计383,425,748股瑞幸咖啡A类普通股票。交易完成后,大钲资本成为瑞幸咖啡控股股东,持有公司超过50%投票权。瑞幸咖啡在经历长期的管理层动荡后,历时一年多的各项债务重组终于画上了句号。6、谷歌云部门组建新团队 围绕区块链打造业务据报道,在经历了零售、医疗和其他行业的增长之后,谷歌的云部门又成立了一个新团队,围绕区块链应用打造业务。分析人士称,此举若获得成功,将有助于谷歌进一步实现广告业务之外的多元化,并在不断增长的计算和存储服务市场进一步巩固自己的地位。7、Meta Platforms稳定币Diem流产后 Silvergate Capital或将接盘在稳定币项目Diem Association流产后,Facebook母公司Meta Platforms(FB.US)计划将Diem Association出售给小型银行Silvergate Capital(SI.US),以便为投资人返还资本。Silvergate Capital已同意发行部分稳定币,以作为该生态系统的货币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801515415,"gmtCreate":1627522770537,"gmtModify":1703491593408,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801515415","repostId":"1152129250","repostType":4,"repost":{"id":"1152129250","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":1627521706,"share":"https://ttm.financial/m/news/1152129250?lang=&edition=fundamental","pubTime":"2021-07-29 09:21","market":"sh","language":"zh","title":"开盘:恒指涨2.93%,恒生科技指数涨近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152129250","media":"老虎资讯综合","summary":"7月29日讯,隔夜中概股上演暴力反弹,大型科网股领衔高开,致恒生科技指数大幅高开5.96%报6827点,恒指涨2.93%报26221点,国指涨3.36%报9375点。盘面上,科技龙头大涨,美团、网易大","content":"<p>7月29日讯,隔夜中概股上演暴力反弹,大型科网股领衔高开,致恒生科技指数大幅高开5.96%报6827点,恒指涨2.93%报26221点,国指涨3.36%报9375点。<img src=\"https://static.tigerbbs.com/290b39a6fc1f97432b033442ae3ee9a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上,科技龙头大涨,美团、<a href=\"https://laohu8.com/S/09999\">网易</a>大幅高开逾10%,<a href=\"https://laohu8.com/S/09618\">京东</a>、快手大涨超8%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>大涨7.3%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>大涨4.69%;教育股延续反弹行情,药品股全线高开,<a href=\"https://laohu8.com/S/600196\">复星医药</a>涨近6%,<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>、<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>等多股涨约15%;体育用品股、物管股、光伏股、保险股、汽车股、濠赌股等集体高开,惟燃气股、银行股少数下跌。</p>","collect":0,"html":"<!DOCTYPE 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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\">2021-07-29 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日讯,隔夜中概股上演暴力反弹,大型科网股领衔高开,致恒生科技指数大幅高开5.96%报6827点,恒指涨2.93%报26221点,国指涨3.36%报9375点。<img src=\"https://static.tigerbbs.com/290b39a6fc1f97432b033442ae3ee9a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上,科技龙头大涨,美团、<a href=\"https://laohu8.com/S/09999\">网易</a>大幅高开逾10%,<a href=\"https://laohu8.com/S/09618\">京东</a>、快手大涨超8%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>大涨7.3%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>大涨4.69%;教育股延续反弹行情,药品股全线高开,<a href=\"https://laohu8.com/S/600196\">复星医药</a>涨近6%,<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>、<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>等多股涨约15%;体育用品股、物管股、光伏股、保险股、汽车股、濠赌股等集体高开,惟燃气股、银行股少数下跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSTECH":"恒生科技指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152129250","content_text":"7月29日讯,隔夜中概股上演暴力反弹,大型科网股领衔高开,致恒生科技指数大幅高开5.96%报6827点,恒指涨2.93%报26221点,国指涨3.36%报9375点。盘面上,科技龙头大涨,美团、网易大幅高开逾10%,京东、快手大涨超8%,腾讯大涨7.3%,阿里巴巴大涨4.69%;教育股延续反弹行情,药品股全线高开,复星医药涨近6%,再鼎医药、百济神州等多股涨约15%;体育用品股、物管股、光伏股、保险股、汽车股、濠赌股等集体高开,惟燃气股、银行股少数下跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922376556,"gmtCreate":1671706083176,"gmtModify":1676538579369,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"Good 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Daily(SOXL)$.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900279775","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077794890,"gmtCreate":1658574732310,"gmtModify":1676536178436,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a><v-v data-views=\"1\"></v-v>,","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a><v-v data-views=\"1\"></v-v>,","text":"$三倍做多半导体ETF-Direxion 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Daily(SOXL)$🤔","images":[{"img":"https://community-static.tradeup.com/news/e208e8bafd88e54d5a6072a5812de896","width":"1080","height":"2217"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040372062","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9055401532,"gmtCreate":1655299365726,"gmtModify":1676535607059,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a>good","listText":"<a 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23:29","market":"sh","language":"zh","title":"爆雷之夜!23亿市值公司巨亏超70亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1154313074","media":"中国证券报","summary":"白天A股大跌,晚上又有数十家A股上市公司业绩爆雷。据东方财富Choice数据统计,1月25日晚间发布年报亏损预告的公司多达36家,亏损总金额超过261亿元,最多亏损金额可能达到325亿元。其中,有8家","content":"<div>\n<p>白天A股大跌,晚上又有数十家A股上市公司业绩爆雷。据东方财富Choice数据统计,1月25日晚间发布年报亏损预告的公司多达36家,亏损总金额超过261亿元,最多亏损金额可能达到325亿元。其中,有8家上市公司亏损金额上限超过10亿元。亏损金额最多的ST凯乐,预计2021年将亏损71亿元-87亿元,且公司净资产从上一年的66.38亿元,直接变成负资产。而养猪巨头天邦股份,预计2021年亏损35亿元-...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>爆雷之夜!23亿市值公司巨亏超70亿</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n爆雷之夜!23亿市值公司巨亏超70亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 23:29 北京时间 <a href=https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>白天A股大跌,晚上又有数十家A股上市公司业绩爆雷。据东方财富Choice数据统计,1月25日晚间发布年报亏损预告的公司多达36家,亏损总金额超过261亿元,最多亏损金额可能达到325亿元。其中,有8家上市公司亏损金额上限超过10亿元。亏损金额最多的ST凯乐,预计2021年将亏损71亿元-87亿元,且公司净资产从上一年的66.38亿元,直接变成负资产。而养猪巨头天邦股份,预计2021年亏损35亿元-...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154313074","content_text":"白天A股大跌,晚上又有数十家A股上市公司业绩爆雷。据东方财富Choice数据统计,1月25日晚间发布年报亏损预告的公司多达36家,亏损总金额超过261亿元,最多亏损金额可能达到325亿元。其中,有8家上市公司亏损金额上限超过10亿元。亏损金额最多的ST凯乐,预计2021年将亏损71亿元-87亿元,且公司净资产从上一年的66.38亿元,直接变成负资产。而养猪巨头天邦股份,预计2021年亏损35亿元-40亿元。8家公司亏损或超10亿元据东方财富Choice数据统计,截至1月25日21时,今晚有36家公司预告年报业绩将出现亏损,8家公司亏损金额上限超过10亿元。来源:东方财富Choice,单位:亿元其中,ST凯乐预计亏损71亿元-87亿元,成为25日晚间亏损金额最大的公司。公告显示,ST凯乐出现如此巨大的亏损,主要是因“专网通信”事件,公司涉及的专网通信业务的应收账款、预付账款、存货计提减值55亿元左右。同时,ST凯乐预计2021年度期末净资产为-4.62亿元至-20.62亿元,上年度(2020年)期末净资产为66.38亿元,根据《上海证券交易所股票上市规则》的相关规定,公司股票存在被实施退市风险警示的风险。ST凯乐今日股价跌停,收盘报2.33元。今年以来股价累计下跌24.84%,总市值为23亿元。天邦股份预计2021年亏损35亿元-40亿元。天邦股份表示,公司2021业绩同比大幅下降出现深度亏损,主要来自生猪养殖业务。随着国内生猪产能恢复并出现过剩,生猪价格在2021年整体呈现快速下降趋势。2021年公司生猪销售头数同比增长39%,但商品肥猪销售均价却同比下降了64%。粤电力A预计2021年亏损29亿元-35亿元,而上一年则是赚了17亿元。对于亏损的原因,粤电力A表示,主要是2021年广东省全社会用电需求超预期高速增长,电力供应持续紧张,公司全力保障电力安全生产和稳定供应,上网电量同比增幅较大。但由于大宗商品价格持续上涨,发电燃料成本同比大幅增长,电厂大面积持续亏损,公司毛利和归母净利润同比大幅下降。除上述3家公司外,其他亏损金额较大的上市公司,还包括天泽信息预亏18亿元-25亿元,华东重机预亏12亿元-16亿元,南都能源预亏9.8亿元-12.7亿元,广深铁路预亏9亿元-11.5亿元。盈利公司仍占多数虽说有数十家公司出现较大亏损,但盈利的公司仍占大多数。据东方财富Choice数据统计,截至21时,今日晚间发布业绩预告的166家公司中,有130家公司盈利,17家公司净利润上限超过10亿元。来源:东方财富Choice,单位:亿元其中,兖矿能源2021年净利润达到160亿元,同比大增约124.67%。兖矿能源表示,2021年煤炭及醋酸等化工产品市场价格高位运行,2021年度公司主要产品价格大幅提升。对于2021年A股公司的整体业绩,中金公司表示,全年盈利增速可能较前三季度继续回落。若不考虑年底商誉减值的影响,估计A股上市公司全年盈利增速回落至20%-25%,其中非金融部分可能回落至30%左右,相比前三季度25%和38%进一步回落。中金公司表示,年报可能超预期的行业占比并不高,可重点关注中上游周期行业、下游消费、TMT、金融地产和部分有反转预期行业细分领域的结构性机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893581924,"gmtCreate":1628287722968,"gmtModify":1703504456300,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893581924","repostId":"1140688886","repostType":4,"repost":{"id":"1140688886","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":1628260770,"share":"https://ttm.financial/m/news/1140688886?lang=&edition=fundamental","pubTime":"2021-08-06 22:39","market":"us","language":"zh","title":"美股新能源车板块短线走低,小鹏汽车跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140688886","media":"老虎资讯综合","summary":"周五盘中,美股新能源车板块短线走低,截至发稿,图森未来跌幅扩大至10%,小鹏汽车跌4.2%,小牛电动、理想汽车跌3.3%,蔚来汽车跌3.1%,特斯拉跌1%。","content":"<p>周五盘中,美股新能源车板块短线走低,截至发稿,图森未来跌幅扩大至10%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.2%,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌3.1%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股新能源车板块短线走低,小鹏汽车跌超4%</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 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22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五盘中,美股新能源车板块短线走低,截至发稿,图森未来跌幅扩大至10%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.2%,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌3.1%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03a82e0c423084eeeed3c16621d1cbfe","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140688886","content_text":"周五盘中,美股新能源车板块短线走低,截至发稿,图森未来跌幅扩大至10%,小鹏汽车跌4.2%,小牛电动、理想汽车跌3.3%,蔚来汽车跌3.1%,特斯拉跌1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806540201,"gmtCreate":1627684035503,"gmtModify":1703494527825,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806540201","repostId":"1171728272","repostType":4,"repost":{"id":"1171728272","pubTimestamp":1627657469,"share":"https://ttm.financial/m/news/1171728272?lang=&edition=fundamental","pubTime":"2021-07-30 23:04","market":"us","language":"zh","title":"讨好华尔街后,迪士尼被“黑寡妇”告了","url":"https://stock-news.laohu8.com/highlight/detail?id=1171728272","media":"壹番财经","summary":"为了Disney+,迪士尼“背弃”了太多。\n\n大概谁也不会想到有一天,“黑寡妇”斯嘉丽·约翰逊的新敌人会是迪士尼。\n7月30日,漫威还在公映的新片《黑寡妇》主演斯嘉丽·约翰逊向洛杉矶高等法院提起诉讼,","content":"<blockquote>\n 为了Disney+,<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>“背弃”了太多。\n</blockquote>\n<p>大概谁也不会想到有一天,“黑寡妇”斯嘉丽·约翰逊的新敌人会是迪士尼。</p>\n<p>7月30日,漫威还在公映的新片《黑寡妇》主演斯嘉丽·约翰逊向洛杉矶高等法院提起诉讼,指控迪士尼同时在影院和Disney+流媒体服务上映《黑寡妇》违反了双方的合同。</p>\n<p>约翰逊方面在诉讼文件中表示,<b>她与迪士尼旗下漫威娱乐达成的协议保证该片将在影院独家上映,她的片酬在很大程度上取决于该片的票房表现。</b></p>\n<p>同时诉讼文件写道,迪士尼在没有正当理由的情况下故意诱导漫威违反协议,目的是阻止约翰逊实现她与漫威协议的全部收益。根据《华尔街日报》的报道,一位熟悉她合同细节的人士称,将这部电影放到Disney+上同步发行的决定<b>预计将使约翰逊损失超过5000万美元。</b></p>\n<p>可以说尽管黑寡妇本人在电影里死了,但在现实中她却依然还在为捍卫自己的利益战斗着。而对迪士尼来说,押注流媒体已经让他们失去了全球院线的支持,如今又与“漫威宇宙”的功勋之一对簿公堂,接下来会失去的恐怕不再仅仅只是票房那么简单。</p>\n<p><b>01、</b><b>为了Disney+,迪士尼甘愿让漫威违背承诺</b></p>\n<p>面对突如其来的舆论压力,迪士尼依然显示出其一贯毫不在意甚至傲慢的态度。</p>\n<p>迪士尼发言人在声明中回应,表示这起诉讼毫无意义,“这起诉讼尤其让人悲伤、沮丧,因为这是冷酷地无视了新冠疫情造成的可怕的、长期的全球性影响。迪士尼已经完全遵守了与约翰逊女士的合约,<b>而且除了她迄今已经收到的2000万美元报酬,《黑寡妇》通过Disney+点播发行一事也显著提高了她赚取额外报酬的能力。</b>”</p>\n<p>基本上迪士尼没有正面回应是否违反了双方合约的问题,而是转移话题将让《黑寡妇》进行院线与流媒体发行的决定归咎于新冠疫情。</p>\n<p><img src=\"https://static.tigerbbs.com/f4710f736180b18e5381b3abb29073b6\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>《黑寡妇》在Disney+上线</p>\n<p>代表约翰逊的律师John Berlinski则表示:“众所周知,迪士尼将《黑寡妇》等电影直接发布到Disney+上以增加订阅者,从而提高公司的股价——而新冠疫情恰好成为了其最好的借口。这肯定不会是好莱坞创作者对抗迪士尼的最后一个案例,并明确表示,无论该公司如何伪装,它都有履行合同的法律义务。”</p>\n<p>起诉文件中还提到,迪士尼董事长罗伯特·艾格和首席执行官鲍勃·查佩克的年度奖金与Disney+的表现直接挂钩,并将其作为将《黑寡妇》最终被放上这一流媒体平台的进一步动机。</p>\n<p>迪士尼公司在2021年曾披露,艾格和查佩克都因为Disney+的成功获得了奖金激励。“简而言之,迪士尼高层传达的信息很明确:增加Disney+订阅者,别在意你的合同承诺,你就会得到回报,”起诉文件中写道。</p>\n<p>并且在起诉文件中,起诉方也给出了约翰逊的合约代理Kevin Yorn与漫威首席律师Dave Galluzzi早在2019年5月的邮件,事实上在当时约翰逊方面就已经对迪士尼将会如何处理《黑寡妇》感到担心。但Dave Galluzzi当时承诺,《黑寡妇》将会进行传统的院线发行“就像《惊奇队长》一样”,而如果计划改变,他们将会与约翰逊进行沟通并达成一致,因为原先的合约是基于大额的票房分成奖金。</p>\n<p>显然之后的事情发展并未像Dave Galluzzi所说的那样发展。迪士尼直接绕开漫威做出了要让《黑寡妇》在院线与Disney+同步发行的决定,毕竟前者才是能拍板的母公司。更为关键的是,迪士尼也完全没有要与斯嘉丽·约翰逊重新沟通合约的想法,仅仅是觉得将流媒体点播部分的收入也归入票房,依然能够让明星演员获得分成收益。</p>\n<p><img src=\"https://static.tigerbbs.com/680780d736d817dce01093c477be2ef0\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>《黑寡妇》剧照</p>\n<p>但事实上,在这件事上完全也有先例可循,华纳传媒去年突然宣布要将《神奇女侠1984》以及之后的多部新片同步在院线与HBO Max上线时,就已经提前与演员们进行了沟通,并且重新协商了合约,并做出了补偿。<b>据当时的媒体报道,华纳为盖尔·加朵与导演Patty Jenkins分别额外支付了一千万美元奖金,以弥补两人可能损失的票房分成,并换取二人对混合发行模式的支持。</b></p>\n<p>显然对于一向强势的迪士尼来说,他们在很大程度上既不在意院线也不在乎明星是怎么想的,毕竟以鲍勃·查佩克为首的新高管们的最终目的只是为了用更好的财务数字让华尔街与投资者开心。</p>\n<p><b>02、</b><b>《黑寡妇》或成漫威史上最差票房,引爆一切</b></p>\n<p>在以8000万美元短暂成为了“后疫情”时代开画票房纪录仅仅一周之后,《黑寡妇》的北美票房在第二个周末便迎来暴跌,仅有2600万美元的票房入账,下降了近69%,是漫威电影有史以来最大的跌幅之一,也是迪士尼发行的“漫威电影宇宙”中最差的一部。此外,在7月9日至11日的开画首周末中,其票房从周五首映到周六更是空前地下降了41%之多。</p>\n<p>随后几周的票房收入更是急剧下降,目前全球票房收入仅为3.19亿美元,<b>这也使《黑寡妇》可能会成为有史以来票房最低的漫威电影之一。</b>票房不利,也让迪士尼破天荒首次公布了《黑寡妇》在Disney+上的点播收入——单价30美元,首周末通过Disney+的付费点播一共进账了6000万美元,但仅限第一周,之后迪士尼又开始对这部分收入讳莫如深。</p>\n<p>北美院线的老板们当然不会放过这个能把狠狠把迪士尼批判一番的机会。</p>\n<p><img src=\"https://static.tigerbbs.com/f2a693546740cc39463292a9dc99a538\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>《黑寡妇》高清资源在网上迅速传开</p>\n<p>美国全国剧院所有者协会在第一时间的公开声明中就分析称《黑寡妇》第二个周末票房下降近69%,<b>主要原因是迪士尼让影片同步上线Disney+,这让盗版有机会在全世界流行,从而使影迷们远离影院和付费正版。</b></p>\n<p>这些理论也确实不乏数据支持,根据长期跟踪盗版新闻的TorrentFreak网站称,《黑寡妇》是当周被盗版下载最多的电影。</p>\n<p>这种影响对于尚未公映的地区或许更加显性,最近几年内地已经逐渐成为了仅次于北美的漫威第二大票仓,但看看豆瓣电影接近9万人的打分就知道即便尚未公映,部分想看《黑寡妇》的人也都已经看过了,同时在中文互联网上要找到不论是盗版资源还是非法在线观看渠道都并不困难。而没有了影院试听体验的加成,更是放大了漫威电影剧情上的短板,豆瓣6.4分也创造了漫威电影的评分新低。</p>\n<p>除了得罪北美院线之外,在迪士尼的另一大市场——日本,<b>迪士尼同样因为坚持混合发行模式而被日本第一大院线TOHO持续抵制</b>,从《花木兰》至今,TOHO没有上映任何一部迪士尼电影,这也直接导致《黑寡妇》在日本的首周末票房远不及名不见经传的日本本土电影《东京复仇者》,进入第二周票房成绩更是直接跌出了前三。</p>\n<p><img src=\"https://static.tigerbbs.com/8cb4bfe8b65134955101fb015e47527f\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p>\n<p>《东京复仇者》剧照</p>\n<p>投资机构Cowen的分析师Doug Creutz表示,迪士尼试图谨慎行事,力求平衡,因为该公司仍然需要一个健康的影院市场。他在给客户的一份报告中写道,如果影院排片大幅缩减,迪士尼的整体票房可能会受到更具破坏性的打击,这种打击有可能无法由流媒体视频点播弥补。就算是迪士尼也不总是能鱼与熊掌兼得。</p>\n<p>《黑寡妇》的票房与口碑双双失利,无疑成为了引爆一切的导火线,最终让原本相互成就的明星与制片厂反目成仇。</p>\n<p>同时,斯嘉丽·约翰逊此次的公开诉讼可能也会成为整个娱乐业的风向标。大型影视娱乐公司为了追求业绩增长,优先考虑他们的流媒体服务,并且越来越多地将他们吸引力最强的内容放在流媒体上。<b>这些变化对演员和制片人却有着巨大的财务影响,而他们希望确保流媒体的增长不会以牺牲自己为代价</b>。</p>","source":"lsy1621496880762","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>讨好华尔街后,迪士尼被“黑寡妇”告了</title>\n<style 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}\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讨好华尔街后,迪士尼被“黑寡妇”告了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 23:04 北京时间 <a href=https://mp.weixin.qq.com/s/rIQpgFtxC7Ilzh5GcPD6wg><strong>壹番财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为了Disney+,迪士尼“背弃”了太多。\n\n大概谁也不会想到有一天,“黑寡妇”斯嘉丽·约翰逊的新敌人会是迪士尼。\n7月30日,漫威还在公映的新片《黑寡妇》主演斯嘉丽·约翰逊向洛杉矶高等法院提起诉讼,指控迪士尼同时在影院和Disney+流媒体服务上映《黑寡妇》违反了双方的合同。\n约翰逊方面在诉讼文件中表示,她与迪士尼旗下漫威娱乐达成的协议保证该片将在影院独家上映,她的片酬在很大程度上取决于该片的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rIQpgFtxC7Ilzh5GcPD6wg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0efeb01481c9ccb1eec77635e4a129a","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://mp.weixin.qq.com/s/rIQpgFtxC7Ilzh5GcPD6wg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171728272","content_text":"为了Disney+,迪士尼“背弃”了太多。\n\n大概谁也不会想到有一天,“黑寡妇”斯嘉丽·约翰逊的新敌人会是迪士尼。\n7月30日,漫威还在公映的新片《黑寡妇》主演斯嘉丽·约翰逊向洛杉矶高等法院提起诉讼,指控迪士尼同时在影院和Disney+流媒体服务上映《黑寡妇》违反了双方的合同。\n约翰逊方面在诉讼文件中表示,她与迪士尼旗下漫威娱乐达成的协议保证该片将在影院独家上映,她的片酬在很大程度上取决于该片的票房表现。\n同时诉讼文件写道,迪士尼在没有正当理由的情况下故意诱导漫威违反协议,目的是阻止约翰逊实现她与漫威协议的全部收益。根据《华尔街日报》的报道,一位熟悉她合同细节的人士称,将这部电影放到Disney+上同步发行的决定预计将使约翰逊损失超过5000万美元。\n可以说尽管黑寡妇本人在电影里死了,但在现实中她却依然还在为捍卫自己的利益战斗着。而对迪士尼来说,押注流媒体已经让他们失去了全球院线的支持,如今又与“漫威宇宙”的功勋之一对簿公堂,接下来会失去的恐怕不再仅仅只是票房那么简单。\n01、为了Disney+,迪士尼甘愿让漫威违背承诺\n面对突如其来的舆论压力,迪士尼依然显示出其一贯毫不在意甚至傲慢的态度。\n迪士尼发言人在声明中回应,表示这起诉讼毫无意义,“这起诉讼尤其让人悲伤、沮丧,因为这是冷酷地无视了新冠疫情造成的可怕的、长期的全球性影响。迪士尼已经完全遵守了与约翰逊女士的合约,而且除了她迄今已经收到的2000万美元报酬,《黑寡妇》通过Disney+点播发行一事也显著提高了她赚取额外报酬的能力。”\n基本上迪士尼没有正面回应是否违反了双方合约的问题,而是转移话题将让《黑寡妇》进行院线与流媒体发行的决定归咎于新冠疫情。\n\n《黑寡妇》在Disney+上线\n代表约翰逊的律师John Berlinski则表示:“众所周知,迪士尼将《黑寡妇》等电影直接发布到Disney+上以增加订阅者,从而提高公司的股价——而新冠疫情恰好成为了其最好的借口。这肯定不会是好莱坞创作者对抗迪士尼的最后一个案例,并明确表示,无论该公司如何伪装,它都有履行合同的法律义务。”\n起诉文件中还提到,迪士尼董事长罗伯特·艾格和首席执行官鲍勃·查佩克的年度奖金与Disney+的表现直接挂钩,并将其作为将《黑寡妇》最终被放上这一流媒体平台的进一步动机。\n迪士尼公司在2021年曾披露,艾格和查佩克都因为Disney+的成功获得了奖金激励。“简而言之,迪士尼高层传达的信息很明确:增加Disney+订阅者,别在意你的合同承诺,你就会得到回报,”起诉文件中写道。\n并且在起诉文件中,起诉方也给出了约翰逊的合约代理Kevin Yorn与漫威首席律师Dave Galluzzi早在2019年5月的邮件,事实上在当时约翰逊方面就已经对迪士尼将会如何处理《黑寡妇》感到担心。但Dave Galluzzi当时承诺,《黑寡妇》将会进行传统的院线发行“就像《惊奇队长》一样”,而如果计划改变,他们将会与约翰逊进行沟通并达成一致,因为原先的合约是基于大额的票房分成奖金。\n显然之后的事情发展并未像Dave Galluzzi所说的那样发展。迪士尼直接绕开漫威做出了要让《黑寡妇》在院线与Disney+同步发行的决定,毕竟前者才是能拍板的母公司。更为关键的是,迪士尼也完全没有要与斯嘉丽·约翰逊重新沟通合约的想法,仅仅是觉得将流媒体点播部分的收入也归入票房,依然能够让明星演员获得分成收益。\n\n《黑寡妇》剧照\n但事实上,在这件事上完全也有先例可循,华纳传媒去年突然宣布要将《神奇女侠1984》以及之后的多部新片同步在院线与HBO Max上线时,就已经提前与演员们进行了沟通,并且重新协商了合约,并做出了补偿。据当时的媒体报道,华纳为盖尔·加朵与导演Patty Jenkins分别额外支付了一千万美元奖金,以弥补两人可能损失的票房分成,并换取二人对混合发行模式的支持。\n显然对于一向强势的迪士尼来说,他们在很大程度上既不在意院线也不在乎明星是怎么想的,毕竟以鲍勃·查佩克为首的新高管们的最终目的只是为了用更好的财务数字让华尔街与投资者开心。\n02、《黑寡妇》或成漫威史上最差票房,引爆一切\n在以8000万美元短暂成为了“后疫情”时代开画票房纪录仅仅一周之后,《黑寡妇》的北美票房在第二个周末便迎来暴跌,仅有2600万美元的票房入账,下降了近69%,是漫威电影有史以来最大的跌幅之一,也是迪士尼发行的“漫威电影宇宙”中最差的一部。此外,在7月9日至11日的开画首周末中,其票房从周五首映到周六更是空前地下降了41%之多。\n随后几周的票房收入更是急剧下降,目前全球票房收入仅为3.19亿美元,这也使《黑寡妇》可能会成为有史以来票房最低的漫威电影之一。票房不利,也让迪士尼破天荒首次公布了《黑寡妇》在Disney+上的点播收入——单价30美元,首周末通过Disney+的付费点播一共进账了6000万美元,但仅限第一周,之后迪士尼又开始对这部分收入讳莫如深。\n北美院线的老板们当然不会放过这个能把狠狠把迪士尼批判一番的机会。\n\n《黑寡妇》高清资源在网上迅速传开\n美国全国剧院所有者协会在第一时间的公开声明中就分析称《黑寡妇》第二个周末票房下降近69%,主要原因是迪士尼让影片同步上线Disney+,这让盗版有机会在全世界流行,从而使影迷们远离影院和付费正版。\n这些理论也确实不乏数据支持,根据长期跟踪盗版新闻的TorrentFreak网站称,《黑寡妇》是当周被盗版下载最多的电影。\n这种影响对于尚未公映的地区或许更加显性,最近几年内地已经逐渐成为了仅次于北美的漫威第二大票仓,但看看豆瓣电影接近9万人的打分就知道即便尚未公映,部分想看《黑寡妇》的人也都已经看过了,同时在中文互联网上要找到不论是盗版资源还是非法在线观看渠道都并不困难。而没有了影院试听体验的加成,更是放大了漫威电影剧情上的短板,豆瓣6.4分也创造了漫威电影的评分新低。\n除了得罪北美院线之外,在迪士尼的另一大市场——日本,迪士尼同样因为坚持混合发行模式而被日本第一大院线TOHO持续抵制,从《花木兰》至今,TOHO没有上映任何一部迪士尼电影,这也直接导致《黑寡妇》在日本的首周末票房远不及名不见经传的日本本土电影《东京复仇者》,进入第二周票房成绩更是直接跌出了前三。\n\n《东京复仇者》剧照\n投资机构Cowen的分析师Doug Creutz表示,迪士尼试图谨慎行事,力求平衡,因为该公司仍然需要一个健康的影院市场。他在给客户的一份报告中写道,如果影院排片大幅缩减,迪士尼的整体票房可能会受到更具破坏性的打击,这种打击有可能无法由流媒体视频点播弥补。就算是迪士尼也不总是能鱼与熊掌兼得。\n《黑寡妇》的票房与口碑双双失利,无疑成为了引爆一切的导火线,最终让原本相互成就的明星与制片厂反目成仇。\n同时,斯嘉丽·约翰逊此次的公开诉讼可能也会成为整个娱乐业的风向标。大型影视娱乐公司为了追求业绩增长,优先考虑他们的流媒体服务,并且越来越多地将他们吸引力最强的内容放在流媒体上。这些变化对演员和制片人却有着巨大的财务影响,而他们希望确保流媒体的增长不会以牺牲自己为代价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179577222,"gmtCreate":1626568958466,"gmtModify":1703761743010,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179577222","repostId":"1163709730","repostType":4,"repost":{"id":"1163709730","pubTimestamp":1626566280,"share":"https://ttm.financial/m/news/1163709730?lang=&edition=fundamental","pubTime":"2021-07-18 07:58","market":"us","language":"zh","title":"和宁德时代合作再生变数,苹果造车依旧强势","url":"https://stock-news.laohu8.com/highlight/detail?id=1163709730","media":"36氪","summary":"在造车这一全新领域,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。\n\nApple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道,苹果","content":"<blockquote>\n 在造车这一全新领域,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。\n</blockquote>\n<p>Apple Car的轮廓正越来越清晰。</p>\n<p>根据DigiTimes Asia报道,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正遴选Apple Car的电池供应商,<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>都在谈判名单中。但苹果坚持要用美国产的电池,如果宁德时代和比亚迪不愿意在美国建厂,或许无法入选。苹果已经开始将目光转向愿意在美国设厂的富士康和立凯电能。</p>\n<p>苹果造车终于有了些实质性进展。比起iPhone一年迭代一次,苹果造车历程可谓漫长。根据熟悉苹果的分析师郭明錤在报告中透露:苹果汽车问世最早都要在2025年。</p>\n<p>去年末,苹果已经将在美国设厂提上日程,并开始摸底上下游供应链。而上个月,根据路透社报道,苹果已经开始和宁德时代和比亚迪洽谈。即便最后没能谈拢,也可以看出苹果造车计划已经走到了供应链阶段。而根据日经报道,一家供应商的高管表示“(苹果)至少正与约6家企业推进(造整车)谈判”。</p>\n<p>在电子设备供应链,苹果是抢破头都要拿下的大客户,也有不少公司依托苹果市值暴涨,在很短时间长成热捧的明星公司。转投汽车领域,苹果却成为让人戒备的闯入者。苹果从来在供应链都有绝对主导权,但在造车这7年的起伏中,他们苦涩地发现自己四处碰壁。和电池供应商的谈判生变不是第一次,也不会是最后一次。</p>\n<p><b>强势的苹果VS强势的供应链</b></p>\n<p>苹果一直没能找到谈得拢的造车伙伴。</p>\n<p>这背后有个尴尬的现实,苹果曾定义了智能机、真无线蓝牙耳机和平板设备,它顺理成章成为规则的制定人。<b>它已经习惯了控制、也习惯了强硬。</b></p>\n<p>很多时候,供应链的兴衰起落都跟随着苹果的动作。富士康70%的订单来自苹果,甚至按照苹果的要求,将部分生产线移到了越南。</p>\n<p>任何关于苹果的风吹草动都会引起“果链”公司的波动。<a href=\"https://laohu8.com/S/300207\">欣旺达</a>2011年通过与ATL合作,开始为iPhone 3和iPod供应电池,但iPhone 4的供应商换成了德赛,直接导致欣旺达净利润同比下滑了13%。</p>\n<p>被股民戏称为“果链三傻” <a href=\"https://laohu8.com/S/002241\">歌尔股份</a>、<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>和<a href=\"https://laohu8.com/S/002475\">立讯精密</a>今年因为iPhone 12mini表现不佳等因素,在3个月中股价跌了40%以上。</p>\n<p>离开苹果加持,这些果链公司多半会变得无聊,被资本市场扔在脑后。今年被剔出的<a href=\"https://laohu8.com/S/002456\">欧菲光</a>就是鲜活的案例——股价已经跌回2年前。</p>\n<p>然而,在电动汽车领域,它是个后来者。把持行业的巨头们当然不会忽视苹果这样极具号召力的客户,但也不至于依赖苹果光环。</p>\n<p>2020年,宁德时代全年装机量达到34Gwh,位列第一,其后是LG化学和为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>供货的<a href=\"https://laohu8.com/S/PC\">松下</a>,前十的名单中没有富士康和立凯电能。面对本身已经是巨头的电池供应链,很难说谁更强势,苹果找到富士康和立凯电能也算权宜之计。</p>\n<p>苹果和主机厂的合作也一直经历着类似不断的转场。</p>\n<p>2015年,据德国《经理人杂志》报道,库克饶有兴致地访问了宝马莱比锡的i3工厂,还想在宝马i3基础上开发自己的电动车。据路透社称,当时宝马方的人还暗示了合作意向,但很快没了下文,因为宝马并不愿意将自己的技术倾囊相授,沦为代工厂。</p>\n<p>之后苹果又找到奔驰母公司戴姆勒,开放式的结局和宝马类似:不合作造整车,不排除其他合作。“我们不打算成苹果的富士康。”时任戴姆勒CEO的迪特·蔡澈如此表示。</p>\n<p>日韩车企成为苹果下一波目标,和宝马、戴姆勒类似的故事在日产汽车上重演。但和韩国企业的合作有一次已经呼之欲出。今年2月3日,CNBC报道苹果正和起亚合作生产汽车,而且是名副其实的“Apple Car”,起亚给了很大支持,软硬件都会握在苹果自己手中。</p>\n<p><img src=\"https://static.tigerbbs.com/3fc4f09737d8c79a5ef730d5101ea134\" tg-width=\"1050\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来自MondayNote概念图</p>\n<p>然而,报道发布后一周,起亚发布公告,称没有与苹果公司就合作研发自动驾驶汽车事宜进行谈判。</p>\n<p>一位匿名高管解释原因时,重复了起亚和宝马、戴姆勒相同的顾虑。但这也许只是理由之一, SK Securities 的分析师Kwon Soon-woo 表示,“新闻曝光,可能违反了保密协议,这可不是很舒服的事。”</p>\n<p>苹果向来对供应链管控严格,尤其重视保密,CNBC报道触到了苹果的逆鳞。合作时本就各怀心思,不欢而散也不算意外。和起亚合作告吹后,苹果又找到了同样在韩国的LG,结局又悬而未决。</p>\n<p>主机厂也好、Tier 1的供应商也好,面对苹果这样2万亿美元市值的庞然巨兽,很难不心生顾虑。或许对于苹果来说,过去辉煌的成功反而成为一种魔咒。</p>\n<p><b>苹果进入陌生地带</b></p>\n<p>没人能否认苹果的技术实力,根据路透社报道,苹果已经研发出了“突破性”的电池技术monocell(单电池),也就是将所有电芯融在一起,去掉电池之间的空隙,这样同样大小的电池包里可以容纳更大容量的电池,提供更长续航,也能节约成本。</p>\n<p>如果这种技术量产,正如当时iPhone横空问世一样,无疑又是一次行业地震。</p>\n<p>但电动车的技术难关不仅仅是电池,电驱、电机等等都是苹果陌生的领域,苹果还想涉足无人驾驶和车载系统。苹果最热衷这种大包大揽的软硬件,特斯拉的成功也证明了可行性,但比起初创公司,苹果显然有更多掣肘。</p>\n<p>最初,苹果双管齐下,虽然硬件进展不顺利,但车载系统CarPlay饱受好评,去年售出的新车中60%都支持CarPlay。</p>\n<p>这只是权宜之计,车厂迟早会使用自己的系统,只做操作系统根本不能承载苹果的野心。开发自有汽车碰壁后,苹果一度转向门槛更高的无人驾驶技术。</p>\n<p>但苹果似乎没有全力以赴,多年以来,它的路测数据都大幅度落后于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。根据加州机动车管理局2020年报告,苹果去年路测里程为3万公里,谷歌系无人驾驶汽车公司Waymo去年路测里程已经达到了101万公里。</p>\n<p>无人清楚苹果内部发生着什么,外界只能靠一个个高管离职描摹它的动荡。仅仅在2021年,苹果自动驾驶汽车团队就有三位高管离职,其中包括老兵本杰明.利昂,正是他帮助组建了最初的汽车团队,并且领导了几个关键项目。</p>\n<p>但从四处高薪挖人,又可以看出苹果对汽车业务的重视。在造车团队中,有曾负责保时捷底盘开发业务的副总裁<a href=\"https://laohu8.com/S/0NQ2.UK\">曼弗雷</a>德·哈勒,前 Model 3 首席工程师、特斯拉高级工程副总裁道格.菲尔德。上个月,宝马的前高管乌尔里希・克兰兹加入苹果团队,正是他带领开发了库克当年尤为感兴趣的i3。</p>\n<p><img src=\"https://static.tigerbbs.com/643a06e5fe3fa9441ce99560ca24cc7f\" tg-width=\"360\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>道格.菲尔德 图片来自:electrek</p>\n<p>即便和外部合作徘徊不前,很多人仍然相信苹果整合供应链的能力。摩根斯坦利曾表示:“借鉴特斯拉的成功,我们一直认为,像苹果这样的科技企业要比传统OEM厂商拥有更强大的竞争力。”</p>\n<p>苹果多年没在消费电子产品上翻车,甚至留下只要它出手,产品就会大卖的印象。然而在造车这一全新领域,面对超过3万个零件的汽车,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。</p>","source":"36k","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>和宁德时代合作再生变数,苹果造车依旧强势</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{ 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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和宁德时代合作再生变数,苹果造车依旧强势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 07:58 北京时间 <a href=https://36kr.com/p/1312893301785096><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在造车这一全新领域,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。\n\nApple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道,苹果正遴选Apple Car的电池供应商,宁德时代、比亚迪都在谈判名单中。但苹果坚持要用美国产的电池,如果宁德时代和比亚迪不愿意在美国建厂,或许无法入选。苹果已经开始将目光转向愿意在美国设厂的富士康和立凯...</p>\n\n<a href=\"https://36kr.com/p/1312893301785096\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fc4f09737d8c79a5ef730d5101ea134","relate_stocks":{"300750":"宁德时代","AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://36kr.com/p/1312893301785096","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163709730","content_text":"在造车这一全新领域,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。\n\nApple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道,苹果正遴选Apple Car的电池供应商,宁德时代、比亚迪都在谈判名单中。但苹果坚持要用美国产的电池,如果宁德时代和比亚迪不愿意在美国建厂,或许无法入选。苹果已经开始将目光转向愿意在美国设厂的富士康和立凯电能。\n苹果造车终于有了些实质性进展。比起iPhone一年迭代一次,苹果造车历程可谓漫长。根据熟悉苹果的分析师郭明錤在报告中透露:苹果汽车问世最早都要在2025年。\n去年末,苹果已经将在美国设厂提上日程,并开始摸底上下游供应链。而上个月,根据路透社报道,苹果已经开始和宁德时代和比亚迪洽谈。即便最后没能谈拢,也可以看出苹果造车计划已经走到了供应链阶段。而根据日经报道,一家供应商的高管表示“(苹果)至少正与约6家企业推进(造整车)谈判”。\n在电子设备供应链,苹果是抢破头都要拿下的大客户,也有不少公司依托苹果市值暴涨,在很短时间长成热捧的明星公司。转投汽车领域,苹果却成为让人戒备的闯入者。苹果从来在供应链都有绝对主导权,但在造车这7年的起伏中,他们苦涩地发现自己四处碰壁。和电池供应商的谈判生变不是第一次,也不会是最后一次。\n强势的苹果VS强势的供应链\n苹果一直没能找到谈得拢的造车伙伴。\n这背后有个尴尬的现实,苹果曾定义了智能机、真无线蓝牙耳机和平板设备,它顺理成章成为规则的制定人。它已经习惯了控制、也习惯了强硬。\n很多时候,供应链的兴衰起落都跟随着苹果的动作。富士康70%的订单来自苹果,甚至按照苹果的要求,将部分生产线移到了越南。\n任何关于苹果的风吹草动都会引起“果链”公司的波动。欣旺达2011年通过与ATL合作,开始为iPhone 3和iPod供应电池,但iPhone 4的供应商换成了德赛,直接导致欣旺达净利润同比下滑了13%。\n被股民戏称为“果链三傻” 歌尔股份、蓝思科技和立讯精密今年因为iPhone 12mini表现不佳等因素,在3个月中股价跌了40%以上。\n离开苹果加持,这些果链公司多半会变得无聊,被资本市场扔在脑后。今年被剔出的欧菲光就是鲜活的案例——股价已经跌回2年前。\n然而,在电动汽车领域,它是个后来者。把持行业的巨头们当然不会忽视苹果这样极具号召力的客户,但也不至于依赖苹果光环。\n2020年,宁德时代全年装机量达到34Gwh,位列第一,其后是LG化学和为特斯拉供货的松下,前十的名单中没有富士康和立凯电能。面对本身已经是巨头的电池供应链,很难说谁更强势,苹果找到富士康和立凯电能也算权宜之计。\n苹果和主机厂的合作也一直经历着类似不断的转场。\n2015年,据德国《经理人杂志》报道,库克饶有兴致地访问了宝马莱比锡的i3工厂,还想在宝马i3基础上开发自己的电动车。据路透社称,当时宝马方的人还暗示了合作意向,但很快没了下文,因为宝马并不愿意将自己的技术倾囊相授,沦为代工厂。\n之后苹果又找到奔驰母公司戴姆勒,开放式的结局和宝马类似:不合作造整车,不排除其他合作。“我们不打算成苹果的富士康。”时任戴姆勒CEO的迪特·蔡澈如此表示。\n日韩车企成为苹果下一波目标,和宝马、戴姆勒类似的故事在日产汽车上重演。但和韩国企业的合作有一次已经呼之欲出。今年2月3日,CNBC报道苹果正和起亚合作生产汽车,而且是名副其实的“Apple Car”,起亚给了很大支持,软硬件都会握在苹果自己手中。\n\n图片来自MondayNote概念图\n然而,报道发布后一周,起亚发布公告,称没有与苹果公司就合作研发自动驾驶汽车事宜进行谈判。\n一位匿名高管解释原因时,重复了起亚和宝马、戴姆勒相同的顾虑。但这也许只是理由之一, SK Securities 的分析师Kwon Soon-woo 表示,“新闻曝光,可能违反了保密协议,这可不是很舒服的事。”\n苹果向来对供应链管控严格,尤其重视保密,CNBC报道触到了苹果的逆鳞。合作时本就各怀心思,不欢而散也不算意外。和起亚合作告吹后,苹果又找到了同样在韩国的LG,结局又悬而未决。\n主机厂也好、Tier 1的供应商也好,面对苹果这样2万亿美元市值的庞然巨兽,很难不心生顾虑。或许对于苹果来说,过去辉煌的成功反而成为一种魔咒。\n苹果进入陌生地带\n没人能否认苹果的技术实力,根据路透社报道,苹果已经研发出了“突破性”的电池技术monocell(单电池),也就是将所有电芯融在一起,去掉电池之间的空隙,这样同样大小的电池包里可以容纳更大容量的电池,提供更长续航,也能节约成本。\n如果这种技术量产,正如当时iPhone横空问世一样,无疑又是一次行业地震。\n但电动车的技术难关不仅仅是电池,电驱、电机等等都是苹果陌生的领域,苹果还想涉足无人驾驶和车载系统。苹果最热衷这种大包大揽的软硬件,特斯拉的成功也证明了可行性,但比起初创公司,苹果显然有更多掣肘。\n最初,苹果双管齐下,虽然硬件进展不顺利,但车载系统CarPlay饱受好评,去年售出的新车中60%都支持CarPlay。\n这只是权宜之计,车厂迟早会使用自己的系统,只做操作系统根本不能承载苹果的野心。开发自有汽车碰壁后,苹果一度转向门槛更高的无人驾驶技术。\n但苹果似乎没有全力以赴,多年以来,它的路测数据都大幅度落后于谷歌。根据加州机动车管理局2020年报告,苹果去年路测里程为3万公里,谷歌系无人驾驶汽车公司Waymo去年路测里程已经达到了101万公里。\n无人清楚苹果内部发生着什么,外界只能靠一个个高管离职描摹它的动荡。仅仅在2021年,苹果自动驾驶汽车团队就有三位高管离职,其中包括老兵本杰明.利昂,正是他帮助组建了最初的汽车团队,并且领导了几个关键项目。\n但从四处高薪挖人,又可以看出苹果对汽车业务的重视。在造车团队中,有曾负责保时捷底盘开发业务的副总裁曼弗雷德·哈勒,前 Model 3 首席工程师、特斯拉高级工程副总裁道格.菲尔德。上个月,宝马的前高管乌尔里希・克兰兹加入苹果团队,正是他带领开发了库克当年尤为感兴趣的i3。\n\n道格.菲尔德 图片来自:electrek\n即便和外部合作徘徊不前,很多人仍然相信苹果整合供应链的能力。摩根斯坦利曾表示:“借鉴特斯拉的成功,我们一直认为,像苹果这样的科技企业要比传统OEM厂商拥有更强大的竞争力。”\n苹果多年没在消费电子产品上翻车,甚至留下只要它出手,产品就会大卖的印象。然而在造车这一全新领域,面对超过3万个零件的汽车,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146992757,"gmtCreate":1626048287479,"gmtModify":1703752216682,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578892440594276","authorIdStr":"3578892440594276"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146992757","repostId":"1128521631","repostType":4,"repost":{"id":"1128521631","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":1626047703,"share":"https://ttm.financial/m/news/1128521631?lang=&edition=fundamental","pubTime":"2021-07-12 07:55","market":"hk","language":"zh","title":"腾盛博药-B一手中签率5%,认购40手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1128521631","media":"老虎资讯综合","summary":"7月12日,腾盛博药-B发布公告,发售价厘定为每股发售股份22.25港元,全球发售所得款项净额预计约为23.34亿港元(假设超额配股权未获行使),预期股份将于2021年7月13日(星期二)上午九时正(","content":"<p>7月12日,<a href=\"https://laohu8.com/S/02137\">腾盛博药-B</a>发布公告,发售价厘定为每股发售股份22.25港元,全球发售所得款项净额预计约为23.34亿港元(假设超额配股权未获行使),预期股份将于2021年7月13日(星期二)上午九时正(香港时间)开始在联交所买卖。</p>\n<p><b>老虎资讯整理相关数据如下:</b></p>\n<p><img src=\"https://static.tigerbbs.com/6804fe5ca9085f6481244e4a826c03d7\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果:</b></p>\n<p>甲组每手500股,一手中签率5%,认购40手稳中一手。</p>\n<p>乙组头为3万股(600手),获配4500股(9手)。</p>\n<p><img src=\"https://static.tigerbbs.com/6cc9c803bdb4af0ada0033deaba2cc37\" tg-width=\"726\" tg-height=\"769\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8be19769443a8c996cbf0f219b3cd790\" tg-width=\"734\" tg-height=\"392\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6f25a813ef2012066cd493f9512952f7\" tg-width=\"738\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>倘超额配股权获悉数行使,公司将就超额配股权获行使后拟发行的1673.7万股额外发售股份收取额外所得款项净额约3.57亿港元。</p>\n<p>香港公开发售获大量超额认购。合共接获24.65万份有效申请,认购合共32.59亿股香港发售股份,相当于香港公开发售项下初步可供认购香港发售股份总数1115.8万股的约292倍。</p>\n<p>由于香港公开发售的超额认购超过100倍,4463.2万股发售股份已由国际发售重新分配至香港公开发售。香港公开发售项下发售股份的最终数目由此增加至5579万股发售股份,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。</p>\n<p>国际发售项下初步提呈发售的发售股份已获大幅超额认购,相当于国际发售项下初步可供认购发售股份总数的约12倍。于将发售股份由国际发售重新分配至香港公开发售后,国际发售项下发售股份最终数目为5579万股,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。国际发售项下超额分配1673.7万股发售股份,并共有160名承配人。</p>\n<p>基于发售价每股发售股份22.25港元,根据基石投资协议,基石投资者已认购合共5302.75万股发售股份,相当于紧随全球发售完成后本公司已发行股本的约7.51%及全球发售项下发售股份数目的47.52%,两种情况均假设超额配股权未获行使。</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>腾盛博药-B一手中签率5%,认购40手稳中一手</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾盛博药-B一手中签率5%,认购40手稳中一手\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\">2021-07-12 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月12日,<a href=\"https://laohu8.com/S/02137\">腾盛博药-B</a>发布公告,发售价厘定为每股发售股份22.25港元,全球发售所得款项净额预计约为23.34亿港元(假设超额配股权未获行使),预期股份将于2021年7月13日(星期二)上午九时正(香港时间)开始在联交所买卖。</p>\n<p><b>老虎资讯整理相关数据如下:</b></p>\n<p><img src=\"https://static.tigerbbs.com/6804fe5ca9085f6481244e4a826c03d7\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果:</b></p>\n<p>甲组每手500股,一手中签率5%,认购40手稳中一手。</p>\n<p>乙组头为3万股(600手),获配4500股(9手)。</p>\n<p><img src=\"https://static.tigerbbs.com/6cc9c803bdb4af0ada0033deaba2cc37\" tg-width=\"726\" tg-height=\"769\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8be19769443a8c996cbf0f219b3cd790\" tg-width=\"734\" tg-height=\"392\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6f25a813ef2012066cd493f9512952f7\" tg-width=\"738\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>倘超额配股权获悉数行使,公司将就超额配股权获行使后拟发行的1673.7万股额外发售股份收取额外所得款项净额约3.57亿港元。</p>\n<p>香港公开发售获大量超额认购。合共接获24.65万份有效申请,认购合共32.59亿股香港发售股份,相当于香港公开发售项下初步可供认购香港发售股份总数1115.8万股的约292倍。</p>\n<p>由于香港公开发售的超额认购超过100倍,4463.2万股发售股份已由国际发售重新分配至香港公开发售。香港公开发售项下发售股份的最终数目由此增加至5579万股发售股份,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。</p>\n<p>国际发售项下初步提呈发售的发售股份已获大幅超额认购,相当于国际发售项下初步可供认购发售股份总数的约12倍。于将发售股份由国际发售重新分配至香港公开发售后,国际发售项下发售股份最终数目为5579万股,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。国际发售项下超额分配1673.7万股发售股份,并共有160名承配人。</p>\n<p>基于发售价每股发售股份22.25港元,根据基石投资协议,基石投资者已认购合共5302.75万股发售股份,相当于紧随全球发售完成后本公司已发行股本的约7.51%及全球发售项下发售股份数目的47.52%,两种情况均假设超额配股权未获行使。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02137":"腾盛博药-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128521631","content_text":"7月12日,腾盛博药-B发布公告,发售价厘定为每股发售股份22.25港元,全球发售所得款项净额预计约为23.34亿港元(假设超额配股权未获行使),预期股份将于2021年7月13日(星期二)上午九时正(香港时间)开始在联交所买卖。\n老虎资讯整理相关数据如下:\n\n分配结果:\n甲组每手500股,一手中签率5%,认购40手稳中一手。\n乙组头为3万股(600手),获配4500股(9手)。\n\n倘超额配股权获悉数行使,公司将就超额配股权获行使后拟发行的1673.7万股额外发售股份收取额外所得款项净额约3.57亿港元。\n香港公开发售获大量超额认购。合共接获24.65万份有效申请,认购合共32.59亿股香港发售股份,相当于香港公开发售项下初步可供认购香港发售股份总数1115.8万股的约292倍。\n由于香港公开发售的超额认购超过100倍,4463.2万股发售股份已由国际发售重新分配至香港公开发售。香港公开发售项下发售股份的最终数目由此增加至5579万股发售股份,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。\n国际发售项下初步提呈发售的发售股份已获大幅超额认购,相当于国际发售项下初步可供认购发售股份总数的约12倍。于将发售股份由国际发售重新分配至香港公开发售后,国际发售项下发售股份最终数目为5579万股,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。国际发售项下超额分配1673.7万股发售股份,并共有160名承配人。\n基于发售价每股发售股份22.25港元,根据基石投资协议,基石投资者已认购合共5302.75万股发售股份,相当于紧随全球发售完成后本公司已发行股本的约7.51%及全球发售项下发售股份数目的47.52%,两种情况均假设超额配股权未获行使。","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","crmLevel":5,"crmLevelSwitch":0,"idStr":"3584867430360256","authorIdStr":"3584867430360256"},"content":"Good morning!","text":"Good morning!","html":"Good morning!"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}