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Applejuice
2021-06-02
Nice
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Applejuice
2021-06-01
666
每年买10种市值最高的加密货币,三年后能赚钱么?
Applejuice
2021-05-23
Rip
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Applejuice
2021-05-20
Btc
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Applejuice
2021-05-18
AAPL
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Applejuice
2021-05-18
AAPL
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Applejuice
2021-05-17
666
资本嗜血!爆亏1000亿,"金融大鳄"索罗斯大举抄底
Applejuice
2021-05-16
666
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Applejuice
2021-05-15
666
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Applejuice
2021-05-14
SpaceX
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Applejuice
2021-05-04
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提醒:五一劳动节A股休市三天,港美股照常交易
Applejuice
2021-05-04
51
提醒:五一劳动节A股休市三天,港美股照常交易
Applejuice
2021-04-16
Cool
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Applejuice
2021-04-16
Nice
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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113146643","repostId":"2140494460","repostType":4,"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119536689,"gmtCreate":1622554537641,"gmtModify":1704186198245,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119536689","repostId":"1158415504","repostType":4,"repost":{"id":"1158415504","kind":"news","pubTimestamp":1622552086,"share":"https://ttm.financial/m/news/1158415504?lang=&edition=fundamental","pubTime":"2021-06-01 20:54","market":"us","language":"zh","title":"每年买10种市值最高的加密货币,三年后能赚钱么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158415504","media":"锐问 Record","summary":"Joe在国际人道救援领域工作,帮助灾区重建,并协助当地组织预防灾害。投资比特币是他的业余爱好。怀疑传统投资时,“我觉得人们选股的能力是有限的”,Joe从2018年元旦开始买入数字加密货币。\n他找出市值","content":"<p>Joe在国际人道救援领域工作,帮助灾区重建,并协助当地组织预防灾害。投资比特币是他的业余爱好。怀疑传统投资时,“我觉得人们选股的能力是有限的”,Joe从2018年元旦开始买入数字加密货币。</p>\n<p>他找出市值排名前10的加密货币,每一种买100美元,长期持有,然后每个月记录行情变化。之后每年元旦,他都会重复这个叫做Top10 Crypto Index Fund的实验,持续做了三年。</p>\n<p><img src=\"https://static.tigerbbs.com/ed482d38cca779dd23d0d1121affbe73\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>只追踪十大加密货币,并不完美,无法像标普500指数那样准确地反应美股市场。不过,“你可以把它理解为一个懒惰的指数基金,没有权重,技术含量不高。”对于刚进入币圈的新手来说,减少变量,实验能够让他们理解,全球数字加密货币市场的变化。</p>\n<p>该市场变化如此之快。一旦Joe选择加权,就要重新平衡资产组合,卖掉一些,补仓那些涨幅更好的加密货币。交易会产生手续费。“币圈波动太多,光是手续费就会把我吃干抹净,不值得。毕竟,我一开始就只打算分配10%的精力来做这件事。”</p>\n<p><b>01</b></p>\n<p>“不要把鸡蛋放在一个篮子。”Joe反复讲到这句谚语。因为除了资产组合,从哪里买币,怎么存,他都遵循这个道理。2021年年初购买十大加密货币时,他在三个加密货币交易所开了户:Coinbase Pro,Kraken和币安(Binance)。</p>\n<p>曾经为券商研发高频交易系统的赵长鹏2017年在中国创立币安。Coinbase是美国最大的数字货币交易所,于今年4月在纳斯达克上市,目前市值504亿美元(约人民币3214亿元)。Kraken是Coinbase的死对头,打算明年也直接上市。</p>\n<p>交易所的生意已经做到上市,但目前加密货币仍处在监管盲区。比如,如果发空气币的庄家跑路了,你很可能无处申诉,或者需要换个理由来起诉他们。</p>\n<p>因此Joe把加密货币也放在了不同的地方。部分在热钱包里,相当于币圈的支付宝,可以在线上花。部分在冷钱包里。它是一个离线钱包,让私钥不触网,防止黑客盗取。部分用来继续下注和生息。</p>\n<p>“我仍然尽量避免让交易所来托管加密货币。还记得门头沟交易所(Mt.Gox)被黑客盗取的事吧。” 2014年,这家位于日本东京都涩谷区的比特币交易所,因为被黑客偷了80万枚比特币(价值约2.4亿美元)而破产。</p>\n<p>有些人破产是因为行情波动。5月18日,中国中央银行发文称,提供虚拟货币交易服务,涉嫌开展非法金融活动。消息很快反映到加密货币行情上,第二天,比特币暴跌,据加密货币行情分析公司bybt数据,当晚有77.57万人爆仓,金额超过67亿美元。</p>\n<p>每个月,Joe会在社交网站Reddit的加密货币分区(r/Cryptocurrency)里,同步实验进展。5月19日这天,他在今年更新的帖子下安慰粉丝,“这周也太难了,在评论区,让我们做彼此的天使吧。”</p>\n<p>之前一个月,他的实验涨势喜人,甚至比3月份还要好。截至今年4月,Joe每个月更新一次的实验报告,已经连续乐观了7个月。</p>\n<p>愚人节那天,他更新报告。“瑞波币(XRP)带动下,这个月也是强劲的一个月。除了比特币(BTC)和波卡币(DOT),全都在涨。但UNI币和狗狗币(Doge),取代莱特币和LINK币,挤进市值最大的十个加密货币。(这不是个玩笑。)”</p>\n<p><img src=\"https://static.tigerbbs.com/d86902af3569111c1dc9b7d92032da61\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>那些充满前景的加密货币,它们的代号从前还在打技术牌、情怀牌,现在仿佛是个玩笑。</p>\n<p>在社交网络里,阴阳怪气说反话,讽刺新闻事件时,网民们会熟练地加上狗头。狗头是全球通用的表情包,代表同一种反讽意味。狗狗币的代号Doge正是这个表情包的编码。</p>\n<p>狗狗币出自设计软件Adobe的两位程序员。但他们认为加密货币是场疯狂的投机。2013年,他们联手打造狗狗币,用来嘲讽这场新世纪的郁金香泡沫,并得到大量网友响应,迅速拥有了自己的讨论社区。</p>\n<p>两位创始人先后在2015年和2019年退出该项目后,2021年电动车公司特斯拉CEO埃隆·马斯克被投资者们视为狗狗币教主,涨跌风向标。</p>\n<p>今年2月,这个带头要殖民火星的企业家,一天发6条Twitter,称狗狗币将是地球未来的货币,直接导致狗狗币大涨。</p>\n<p>三个月后,5月8日,在美国最受欢迎的电视节目深夜喜剧秀《周六夜现场(SNL)》上,马斯克又说狗狗币是骗局。两天内,该币应声大跌超过40%。</p>\n<p><b>02</b></p>\n<p>这幅荒诞景象让人想起《把时间当朋友》的李笑来老师,和2018年比特币那轮暴跌。</p>\n<p>这位新东方托福英文培训老师,2013年靠投资比特币,实现财富自由,在中国被视为“币圈首富”。五年后,他在一份事后被泄露的录音中说, “区块链世界的特点跟之前的互联网一样。得屌丝者得天下,散户最牛逼,别看你现在天天骂散户,就是他供养你,你骂人家干嘛。”</p>\n<p>李笑来认为,加密货币的核心竞争力是流量。对于种类繁多的加密货币,Joe并不十分肯定它们的价值。</p>\n<p>当关注者咨询买入卖出点时,他曾回答,这个实验无法告诉投资者,跌幅超过多少时,最好止损。这取决你投资加密货币的目标,以及是否信仰加密货币的长期价值。</p>\n<p>回顾2018年那轮暴跌时,Joe的实验留下了底片。那一年,加密货币的总市值缩水了77%。从赚钱的角度来看,他只专注于前十名的策略,一开始就失败了。</p>\n<p>最好的时候,2018年1月,Joe的资产组合都亏了20%。该月比特币一度失去其主导地位,只占总市值的33%。投资者更看好其他代币或者山寨币。但“老实说,我不是很热衷于其中一些代币。但这是实验规则。”</p>\n<p>比特币以外,后续以区块链技术为底层实现的加密货币被称作代币或者山寨币。至于,李笑来老师基于流量的那些虚拟货币,后来被调侃为空气币。</p>\n<p>那一整年里,Joe都想在,到底会跌到什么地步?最终他的加密货币投资组合收益率,定格在-85%,创下全年亏损新高。</p>\n<p>对比传统股市,“如果这些钱,我买了标普500指数,只用亏6.5%。”可之前和之后几年里,都是因为独有的抗通胀属性,比特币才吸引了更多的人。然而,加密货币市场涌入更多的是投机者。</p>\n<p>比特币、以太坊等主流币,经过几轮爆炒,盘子已经够大,很难再有翻倍表现。柴犬币、狗狗币等小盘子加密货币,还有巨大的投机空间。这和炒股很像。投资者在科技股里很难找到收益翻倍的机会,但大麻股那些毛票或许可以。</p>\n<p>Joe的实验数据显示,从2018年9月,一直到今年4月,比特币在加密货币市场里,从未失去过主导地位,占其总市值50%以上。但5月,这一数值降到了48.2%。这轮加密货币行情中,市场资金也开始分流去山寨币。</p>\n<p>今年加密货币市场的明星是狗狗币,而它很快就会被投机者们遗忘。试想下,很少有人能记得2018年的明星是恒星币(Stellar)。Joe当年的更新记录写着,“2018年每个月,恒星币都是亏得最客气的一个。”</p>\n<p><img src=\"https://static.tigerbbs.com/b6e0c99841d82569d0531763719cdfa5\" tg-width=\"550\" tg-height=\"307\" referrerpolicy=\"no-referrer\"></p>\n<p>但至今Joe的实验里最受争议的山寨币是泰达币(Tether)。</p>\n<p>“我来回和读者辩论了好几次。归根结底,这个实验不是投资策略,而是加密货币行情的快照。尽管我会带着对稳定币的喜好,去回顾行情变化。但为了保持公正,当泰达币的市值挤进前十,照实验规则,我就会买入。”</p>\n<p>可是,德克萨斯大学奥斯汀分校的金融系研究员约翰·格里芬当年发现,2018一年比特币价格上涨,一半来自泰达币进行的市场操纵。</p>\n<p>它随意发行没有实际美元支持的代币,然后买入大量比特币,抬高比特币的价格,从2500美元/枚蹿升至1.9万美元/枚。而彼时,比特币的交易价格低于6500美元,并且还在下跌。</p>\n<p>投资泡沫几乎总是以相同的方式造成的。有人从资产负债表中拿钱,可能是现金或债务,然后将之虚构成收入,让投资者感知到价值上升。当资产负债表再也没有余额时,泡沫破裂。</p>\n<p>这一招1636年荷兰的郁金香商人玩过,1999年卖广告的网站玩过,2008年投资银行雷曼兄弟也玩过。</p>\n<p>但Joe认为这次暴跌和2018年还是不太一样。他告诉《锐问》,“2018年那次暴跌了90%,和三年前比,今年这次跌幅不算什么。三年前,人们还在争论加密货币会不会消失。而如今市场已经有共识,数字加密货币的时代已经来了。”</p>\n<p>“另外,这次机构玩家进场,加密货币也有了更多的应用,比如去中心化金融(DeFi)和非同质化代币(NFT)。”</p>\n<p><b>03</b></p>\n<p>过去三年,Joe一直在想,2018年比特币那场暴跌,何时会重演?比特币在加密货币失去主导地位,流向山寨币,比特币暴跌,然后全部崩溃。</p>\n<p>而比特币之外,投机者早就盯上了新目标。追踪加密货币行情的实验数据里,Joe也留意到以太坊(ETH)的市值正在迅速增长,并且相对稳定。</p>\n<p>“如果有时光机,回到2018年的元旦,我一定会拿那1000美元押注以太坊。之后每年投1000美元,4000美元本金就会变成52705美元,增长1281%。换成投资比特币,收益率只有651%。”</p>\n<p>仅此于比特币,以太坊是全球第二受欢迎的加密货币。</p>\n<p>它和比特币相同,又不同。基于区块链技术,它们都能存储价值,当作虚拟货币。但比特币旨在促进去中心化交易,以太坊的设计则允许用户在数字分类账中存储更复杂的项目,比如金融合同和应用程序。</p>\n<p>如果说上一次首次代币发行(ICO)风波,寄托着区块链技术革命传统金融系统的理想,消除繁琐手续和交易成本。那这一次,非同质化代币(NFT)流行,想要努力证明这门技术是有用的,而不仅仅是货币交易。</p>\n<p>简单说,NFT是一种更具体的数字资产,具有唯一性和不可复制性。它可以是游戏道具、艺术品、门票等等。在以太坊的区块链技术平台里,开发者创建简单的用户界面,人们可以在里面,用信用卡购买、出售和创建它。</p>\n<p>2017年,庄家乐此不疲地发币,托盘,割韭菜时,NFT 项目已经进入大众视野,比如加密猫(CryptoKitties)。创建该项目的公司Dapper Labs负责人Roham Gharegozlou认为,这个生态系统应该由猫来驱动。因为互联网上,猫比狗更受欢迎。</p>\n<p><img src=\"https://static.tigerbbs.com/7cd0ee0c8c561d42d5ffe92dc80401cf\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>说法听上去荒谬,但Gharegozlou的另一个项目NBA TOP Shot正在疯狂吸金,超越加密猫,成为目前交易量最大的NFT项目。2020年8月开启公测至今,该项目总销售额超过7亿美元。</p>\n<p>它是Dapper Labs和NBA官方合作的数字收藏品平台。和你小时候吃干脆面集水浒卡差不多,但球星卡存在区块链上,没法造假,能够线上交易。每张卡片还会打包一个球星的赛场精彩瞬间视频。</p>\n<p>大部分人并不真正了解NFT,以为是一种文件,就像JPG或者GIF,却已经开始为它掏钱。NBATop Shot这种项目里,不懂加密货币的体育迷,是在为球星卡而付费。</p>\n<p>这种投资势头始于2020年。病毒在全球传播,经济下滑,美国下调利率,增发货币。投资者霍华德·林德松(Howard Lindzon)认为,“这是一个积蓄的周期,资金无处可去,正在做蠢事。”</p>\n<p>随着大流行期间股票市场的日间交易量增加,投资者正在寻找风险更高,更神秘的赚钱机会。追踪该细分市场的Nonfungible.com数据显示,NFT市场2020年回暖,超过22.2万人参与,销售额达到2.5亿美元,较2019年增长了三倍。</p>\n<p>今年3月,美国最大的加密货币交易所之一Kraken已经投入10亿美元,建起了NFT产品交易平台FLOW。</p>\n<p>就像Joe向《锐问》说的,“比特币的主导地位是观察加密货币市场是否过热的一个重要指标。可随着越来越多其他加密货币变得主流,这个指标正在变得没那么重要。”他坚信比特币的价值,同时也认为,还有其他加密货币可能会崛起。</p>\n<p>加密货币世界总是充满了神奇的变化。Joe认为这是个让人兴奋的时代。对刚入门的投资者来说,比起购买暂时还没合法的比特币基金,亲自去加密货币交易所探索更有趣。</p>\n<p>截止2021年4月,Joe这项加密货币实验的三年合并收益率为+513%。</p>\n<p>以上不构成投资建议,投资者应自行判断风险。以上仅代表采访对象个人意见。</p>","source":"lsy1616056435833","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>每年买10种市值最高的加密货币,三年后能赚钱么?</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每年买10种市值最高的加密货币,三年后能赚钱么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 20:54 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2021-06-01/doc-ikmyaawc8827272.shtml><strong>锐问 Record</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Joe在国际人道救援领域工作,帮助灾区重建,并协助当地组织预防灾害。投资比特币是他的业余爱好。怀疑传统投资时,“我觉得人们选股的能力是有限的”,Joe从2018年元旦开始买入数字加密货币。\n他找出市值排名前10的加密货币,每一种买100美元,长期持有,然后每个月记录行情变化。之后每年元旦,他都会重复这个叫做Top10 Crypto Index Fund的实验,持续做了三年。\n\n只追踪十大加密货币,...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-06-01/doc-ikmyaawc8827272.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56f4cc2acba0e64eafe9cc6e2ba1e922","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-06-01/doc-ikmyaawc8827272.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158415504","content_text":"Joe在国际人道救援领域工作,帮助灾区重建,并协助当地组织预防灾害。投资比特币是他的业余爱好。怀疑传统投资时,“我觉得人们选股的能力是有限的”,Joe从2018年元旦开始买入数字加密货币。\n他找出市值排名前10的加密货币,每一种买100美元,长期持有,然后每个月记录行情变化。之后每年元旦,他都会重复这个叫做Top10 Crypto Index Fund的实验,持续做了三年。\n\n只追踪十大加密货币,并不完美,无法像标普500指数那样准确地反应美股市场。不过,“你可以把它理解为一个懒惰的指数基金,没有权重,技术含量不高。”对于刚进入币圈的新手来说,减少变量,实验能够让他们理解,全球数字加密货币市场的变化。\n该市场变化如此之快。一旦Joe选择加权,就要重新平衡资产组合,卖掉一些,补仓那些涨幅更好的加密货币。交易会产生手续费。“币圈波动太多,光是手续费就会把我吃干抹净,不值得。毕竟,我一开始就只打算分配10%的精力来做这件事。”\n01\n“不要把鸡蛋放在一个篮子。”Joe反复讲到这句谚语。因为除了资产组合,从哪里买币,怎么存,他都遵循这个道理。2021年年初购买十大加密货币时,他在三个加密货币交易所开了户:Coinbase Pro,Kraken和币安(Binance)。\n曾经为券商研发高频交易系统的赵长鹏2017年在中国创立币安。Coinbase是美国最大的数字货币交易所,于今年4月在纳斯达克上市,目前市值504亿美元(约人民币3214亿元)。Kraken是Coinbase的死对头,打算明年也直接上市。\n交易所的生意已经做到上市,但目前加密货币仍处在监管盲区。比如,如果发空气币的庄家跑路了,你很可能无处申诉,或者需要换个理由来起诉他们。\n因此Joe把加密货币也放在了不同的地方。部分在热钱包里,相当于币圈的支付宝,可以在线上花。部分在冷钱包里。它是一个离线钱包,让私钥不触网,防止黑客盗取。部分用来继续下注和生息。\n“我仍然尽量避免让交易所来托管加密货币。还记得门头沟交易所(Mt.Gox)被黑客盗取的事吧。” 2014年,这家位于日本东京都涩谷区的比特币交易所,因为被黑客偷了80万枚比特币(价值约2.4亿美元)而破产。\n有些人破产是因为行情波动。5月18日,中国中央银行发文称,提供虚拟货币交易服务,涉嫌开展非法金融活动。消息很快反映到加密货币行情上,第二天,比特币暴跌,据加密货币行情分析公司bybt数据,当晚有77.57万人爆仓,金额超过67亿美元。\n每个月,Joe会在社交网站Reddit的加密货币分区(r/Cryptocurrency)里,同步实验进展。5月19日这天,他在今年更新的帖子下安慰粉丝,“这周也太难了,在评论区,让我们做彼此的天使吧。”\n之前一个月,他的实验涨势喜人,甚至比3月份还要好。截至今年4月,Joe每个月更新一次的实验报告,已经连续乐观了7个月。\n愚人节那天,他更新报告。“瑞波币(XRP)带动下,这个月也是强劲的一个月。除了比特币(BTC)和波卡币(DOT),全都在涨。但UNI币和狗狗币(Doge),取代莱特币和LINK币,挤进市值最大的十个加密货币。(这不是个玩笑。)”\n\n那些充满前景的加密货币,它们的代号从前还在打技术牌、情怀牌,现在仿佛是个玩笑。\n在社交网络里,阴阳怪气说反话,讽刺新闻事件时,网民们会熟练地加上狗头。狗头是全球通用的表情包,代表同一种反讽意味。狗狗币的代号Doge正是这个表情包的编码。\n狗狗币出自设计软件Adobe的两位程序员。但他们认为加密货币是场疯狂的投机。2013年,他们联手打造狗狗币,用来嘲讽这场新世纪的郁金香泡沫,并得到大量网友响应,迅速拥有了自己的讨论社区。\n两位创始人先后在2015年和2019年退出该项目后,2021年电动车公司特斯拉CEO埃隆·马斯克被投资者们视为狗狗币教主,涨跌风向标。\n今年2月,这个带头要殖民火星的企业家,一天发6条Twitter,称狗狗币将是地球未来的货币,直接导致狗狗币大涨。\n三个月后,5月8日,在美国最受欢迎的电视节目深夜喜剧秀《周六夜现场(SNL)》上,马斯克又说狗狗币是骗局。两天内,该币应声大跌超过40%。\n02\n这幅荒诞景象让人想起《把时间当朋友》的李笑来老师,和2018年比特币那轮暴跌。\n这位新东方托福英文培训老师,2013年靠投资比特币,实现财富自由,在中国被视为“币圈首富”。五年后,他在一份事后被泄露的录音中说, “区块链世界的特点跟之前的互联网一样。得屌丝者得天下,散户最牛逼,别看你现在天天骂散户,就是他供养你,你骂人家干嘛。”\n李笑来认为,加密货币的核心竞争力是流量。对于种类繁多的加密货币,Joe并不十分肯定它们的价值。\n当关注者咨询买入卖出点时,他曾回答,这个实验无法告诉投资者,跌幅超过多少时,最好止损。这取决你投资加密货币的目标,以及是否信仰加密货币的长期价值。\n回顾2018年那轮暴跌时,Joe的实验留下了底片。那一年,加密货币的总市值缩水了77%。从赚钱的角度来看,他只专注于前十名的策略,一开始就失败了。\n最好的时候,2018年1月,Joe的资产组合都亏了20%。该月比特币一度失去其主导地位,只占总市值的33%。投资者更看好其他代币或者山寨币。但“老实说,我不是很热衷于其中一些代币。但这是实验规则。”\n比特币以外,后续以区块链技术为底层实现的加密货币被称作代币或者山寨币。至于,李笑来老师基于流量的那些虚拟货币,后来被调侃为空气币。\n那一整年里,Joe都想在,到底会跌到什么地步?最终他的加密货币投资组合收益率,定格在-85%,创下全年亏损新高。\n对比传统股市,“如果这些钱,我买了标普500指数,只用亏6.5%。”可之前和之后几年里,都是因为独有的抗通胀属性,比特币才吸引了更多的人。然而,加密货币市场涌入更多的是投机者。\n比特币、以太坊等主流币,经过几轮爆炒,盘子已经够大,很难再有翻倍表现。柴犬币、狗狗币等小盘子加密货币,还有巨大的投机空间。这和炒股很像。投资者在科技股里很难找到收益翻倍的机会,但大麻股那些毛票或许可以。\nJoe的实验数据显示,从2018年9月,一直到今年4月,比特币在加密货币市场里,从未失去过主导地位,占其总市值50%以上。但5月,这一数值降到了48.2%。这轮加密货币行情中,市场资金也开始分流去山寨币。\n今年加密货币市场的明星是狗狗币,而它很快就会被投机者们遗忘。试想下,很少有人能记得2018年的明星是恒星币(Stellar)。Joe当年的更新记录写着,“2018年每个月,恒星币都是亏得最客气的一个。”\n\n但至今Joe的实验里最受争议的山寨币是泰达币(Tether)。\n“我来回和读者辩论了好几次。归根结底,这个实验不是投资策略,而是加密货币行情的快照。尽管我会带着对稳定币的喜好,去回顾行情变化。但为了保持公正,当泰达币的市值挤进前十,照实验规则,我就会买入。”\n可是,德克萨斯大学奥斯汀分校的金融系研究员约翰·格里芬当年发现,2018一年比特币价格上涨,一半来自泰达币进行的市场操纵。\n它随意发行没有实际美元支持的代币,然后买入大量比特币,抬高比特币的价格,从2500美元/枚蹿升至1.9万美元/枚。而彼时,比特币的交易价格低于6500美元,并且还在下跌。\n投资泡沫几乎总是以相同的方式造成的。有人从资产负债表中拿钱,可能是现金或债务,然后将之虚构成收入,让投资者感知到价值上升。当资产负债表再也没有余额时,泡沫破裂。\n这一招1636年荷兰的郁金香商人玩过,1999年卖广告的网站玩过,2008年投资银行雷曼兄弟也玩过。\n但Joe认为这次暴跌和2018年还是不太一样。他告诉《锐问》,“2018年那次暴跌了90%,和三年前比,今年这次跌幅不算什么。三年前,人们还在争论加密货币会不会消失。而如今市场已经有共识,数字加密货币的时代已经来了。”\n“另外,这次机构玩家进场,加密货币也有了更多的应用,比如去中心化金融(DeFi)和非同质化代币(NFT)。”\n03\n过去三年,Joe一直在想,2018年比特币那场暴跌,何时会重演?比特币在加密货币失去主导地位,流向山寨币,比特币暴跌,然后全部崩溃。\n而比特币之外,投机者早就盯上了新目标。追踪加密货币行情的实验数据里,Joe也留意到以太坊(ETH)的市值正在迅速增长,并且相对稳定。\n“如果有时光机,回到2018年的元旦,我一定会拿那1000美元押注以太坊。之后每年投1000美元,4000美元本金就会变成52705美元,增长1281%。换成投资比特币,收益率只有651%。”\n仅此于比特币,以太坊是全球第二受欢迎的加密货币。\n它和比特币相同,又不同。基于区块链技术,它们都能存储价值,当作虚拟货币。但比特币旨在促进去中心化交易,以太坊的设计则允许用户在数字分类账中存储更复杂的项目,比如金融合同和应用程序。\n如果说上一次首次代币发行(ICO)风波,寄托着区块链技术革命传统金融系统的理想,消除繁琐手续和交易成本。那这一次,非同质化代币(NFT)流行,想要努力证明这门技术是有用的,而不仅仅是货币交易。\n简单说,NFT是一种更具体的数字资产,具有唯一性和不可复制性。它可以是游戏道具、艺术品、门票等等。在以太坊的区块链技术平台里,开发者创建简单的用户界面,人们可以在里面,用信用卡购买、出售和创建它。\n2017年,庄家乐此不疲地发币,托盘,割韭菜时,NFT 项目已经进入大众视野,比如加密猫(CryptoKitties)。创建该项目的公司Dapper Labs负责人Roham Gharegozlou认为,这个生态系统应该由猫来驱动。因为互联网上,猫比狗更受欢迎。\n\n说法听上去荒谬,但Gharegozlou的另一个项目NBA TOP Shot正在疯狂吸金,超越加密猫,成为目前交易量最大的NFT项目。2020年8月开启公测至今,该项目总销售额超过7亿美元。\n它是Dapper Labs和NBA官方合作的数字收藏品平台。和你小时候吃干脆面集水浒卡差不多,但球星卡存在区块链上,没法造假,能够线上交易。每张卡片还会打包一个球星的赛场精彩瞬间视频。\n大部分人并不真正了解NFT,以为是一种文件,就像JPG或者GIF,却已经开始为它掏钱。NBATop Shot这种项目里,不懂加密货币的体育迷,是在为球星卡而付费。\n这种投资势头始于2020年。病毒在全球传播,经济下滑,美国下调利率,增发货币。投资者霍华德·林德松(Howard Lindzon)认为,“这是一个积蓄的周期,资金无处可去,正在做蠢事。”\n随着大流行期间股票市场的日间交易量增加,投资者正在寻找风险更高,更神秘的赚钱机会。追踪该细分市场的Nonfungible.com数据显示,NFT市场2020年回暖,超过22.2万人参与,销售额达到2.5亿美元,较2019年增长了三倍。\n今年3月,美国最大的加密货币交易所之一Kraken已经投入10亿美元,建起了NFT产品交易平台FLOW。\n就像Joe向《锐问》说的,“比特币的主导地位是观察加密货币市场是否过热的一个重要指标。可随着越来越多其他加密货币变得主流,这个指标正在变得没那么重要。”他坚信比特币的价值,同时也认为,还有其他加密货币可能会崛起。\n加密货币世界总是充满了神奇的变化。Joe认为这是个让人兴奋的时代。对刚入门的投资者来说,比起购买暂时还没合法的比特币基金,亲自去加密货币交易所探索更有趣。\n截止2021年4月,Joe这项加密货币实验的三年合并收益率为+513%。\n以上不构成投资建议,投资者应自行判断风险。以上仅代表采访对象个人意见。","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133241437,"gmtCreate":1621758891529,"gmtModify":1704362159349,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"Rip","listText":"Rip","text":"Rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/133241437","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197431866,"gmtCreate":1621477506555,"gmtModify":1704358243952,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"Btc","listText":"Btc","text":"Btc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197431866","repostId":"2136941549","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195475177,"gmtCreate":1621312073999,"gmtModify":1704355609604,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"AAPL","listText":"AAPL","text":"AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195475177","repostId":"2136995286","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195472285,"gmtCreate":1621312036447,"gmtModify":1704355608471,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"AAPL","listText":"AAPL","text":"AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195472285","repostId":"2136995286","repostType":4,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195077080,"gmtCreate":1621244465640,"gmtModify":1704354532688,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195077080","repostId":"1199167004","repostType":4,"repost":{"id":"1199167004","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1621227444,"share":"https://ttm.financial/m/news/1199167004?lang=&edition=fundamental","pubTime":"2021-05-17 12:57","market":"us","language":"zh","title":"资本嗜血!爆亏1000亿,\"金融大鳄\"索罗斯大举抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=1199167004","media":"券商中国","summary":"网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最","content":"<p><img src=\"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7\" tg-width=\"600\" tg-height=\"333\" referrerpolicy=\"no-referrer\">网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”</p><p>3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最大单日亏损”。如今,这个“惨案”又有了新话题。</p><p>最新数据表明,Bill Hwang爆仓后,所持中概股标的遭大幅抛售,金融大鳄索罗斯的基金却进行了抄底。具体来看,该公司在一季度买了总计价值1.94亿美元的<a href=\"https://laohu8.com/S/VIA\">维亚康姆</a>(Viacom CBS Inc.)、价值7700万美元的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、价值4600万美元的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、价值3400万美元的<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>。</p><p>“别人恐惧我贪婪,别人贪婪我恐惧。”巴菲特经典名言再度响起,索罗斯如今捡起“带血”的筹码,能否再度一战成名,也成为市场关心的话题。从上述几只股票近期表现来看,股价走势并不理想,时间或许会给出答案。</p><p>索罗斯抄底Bill Hwang爆仓股,买入多只中概股</p><p>作为美籍韩裔,对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。</p><p>Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将,曾负责老虎基金亚洲分部。</p><p>2012年,Bill Hwang从老虎亚洲基金离开,用2亿美元左右的自有资金起步,2021年初,其个人资金已经增加至50亿美元,并通过5倍杠杆在2月内获得200%的收益。</p><p>3月26日,Archegos爆仓事件开始曝光并持续发酵。据悉,Archegos Capital重仓了<a href=\"https://laohu8.com/S/VIAB\">维亚康姆</a>(Viacom CBS)、Discovery、百度、<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、雾芯科技(RLX)等。其个人管理的150亿美元(折合人民币近1000亿)爆仓,创下了 “人类历史上最大单日亏损”,<a href=\"https://laohu8.com/S/NMR\">野村控股</a>、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>等多家国际知名投行也被拖下水。</p><p>在一季度财报中,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>公布损失47亿美元,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>公布这一数字为9.11亿美元。另外,野村证券损失了约20亿美元,日本三菱日联、瑞穗等都遭受了损失。</p><p>在爆仓发生之后,索罗斯旗下基金大举抄底,根据上周五在美国证监会网站上披露的13F文件,该公司在一季度买了总计价值1.94亿美元的维亚康姆(<a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a>)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。</p><p><b>据外媒报道,在Archegos爆仓事件发生之前,索罗斯基金管理公司并没有上述这些股票的持仓。</b></p><p>杠杆生死</p><p>Bill Hwang是一个疯狂的杠杆爱好者,其快速崛起得益于杠杆,而瞬时陨落也因为杠杆。事实上,在投资中,杠杆一直被认为是“双刃剑”,很多投资大师认为杠杆的危害更甚于益处。</p><p>有中国巴菲特之称的段永平认为,“如果你懂投资,你不需要用杠杆,因为你早晚会变富。如果你不懂投资,你更不应该用杠杆,不然裸奔的将可能会是你。投资是件快乐的事情,用杠杆会让你有机会睡不好觉的。”</p><p>段永平还曾说过,买股票用杠杆的情况下,你的股票被抵押给券商,当杠杆比例高到一定程度,一个大跌券商就可能会把你的股票卖掉还债,股市大跌是一定会发生的事情。而且总是发生在你没想到的时候,只要你一直用杠杆,一定会碰到这一天的,很可能会让你一夜回到解放前。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上大跌40%的事情发生过10次以上。</p><p>巴菲特说,如果<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>使用了更高的杠杆,尽管这样做仍然符合传统负债习惯,会取得远远高于已实现的23.8%的年回报率。甚至在1965年,我们或许完全可以判断,动用杠杆能以99%的概率带来更高的回报率,几乎可以说是“十拿九稳”,相应地,我们大约仅有1%的机会看到,由于外部的或内部的一些突发因素,会导致即便是传统负债比率也会发生从暂时到违约之间的结果。</p><p>“我们不喜欢这种99:1发生的概率,永远不会。”巴菲特说,一个小的丢脸或痛苦不可能被一个大的额外回报所抵消,如果你的行动是合理的,你肯定会得到良好的结果。在绝大多数情况下,杠杆只会加速事情的运动。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-05-17 12:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7\" tg-width=\"600\" tg-height=\"333\" referrerpolicy=\"no-referrer\">网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”</p><p>3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最大单日亏损”。如今,这个“惨案”又有了新话题。</p><p>最新数据表明,Bill Hwang爆仓后,所持中概股标的遭大幅抛售,金融大鳄索罗斯的基金却进行了抄底。具体来看,该公司在一季度买了总计价值1.94亿美元的<a href=\"https://laohu8.com/S/VIA\">维亚康姆</a>(Viacom CBS Inc.)、价值7700万美元的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、价值4600万美元的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、价值3400万美元的<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>。</p><p>“别人恐惧我贪婪,别人贪婪我恐惧。”巴菲特经典名言再度响起,索罗斯如今捡起“带血”的筹码,能否再度一战成名,也成为市场关心的话题。从上述几只股票近期表现来看,股价走势并不理想,时间或许会给出答案。</p><p>索罗斯抄底Bill Hwang爆仓股,买入多只中概股</p><p>作为美籍韩裔,对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。</p><p>Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将,曾负责老虎基金亚洲分部。</p><p>2012年,Bill Hwang从老虎亚洲基金离开,用2亿美元左右的自有资金起步,2021年初,其个人资金已经增加至50亿美元,并通过5倍杠杆在2月内获得200%的收益。</p><p>3月26日,Archegos爆仓事件开始曝光并持续发酵。据悉,Archegos Capital重仓了<a href=\"https://laohu8.com/S/VIAB\">维亚康姆</a>(Viacom CBS)、Discovery、百度、<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、雾芯科技(RLX)等。其个人管理的150亿美元(折合人民币近1000亿)爆仓,创下了 “人类历史上最大单日亏损”,<a href=\"https://laohu8.com/S/NMR\">野村控股</a>、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>等多家国际知名投行也被拖下水。</p><p>在一季度财报中,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>公布损失47亿美元,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>公布这一数字为9.11亿美元。另外,野村证券损失了约20亿美元,日本三菱日联、瑞穗等都遭受了损失。</p><p>在爆仓发生之后,索罗斯旗下基金大举抄底,根据上周五在美国证监会网站上披露的13F文件,该公司在一季度买了总计价值1.94亿美元的维亚康姆(<a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a>)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。</p><p><b>据外媒报道,在Archegos爆仓事件发生之前,索罗斯基金管理公司并没有上述这些股票的持仓。</b></p><p>杠杆生死</p><p>Bill Hwang是一个疯狂的杠杆爱好者,其快速崛起得益于杠杆,而瞬时陨落也因为杠杆。事实上,在投资中,杠杆一直被认为是“双刃剑”,很多投资大师认为杠杆的危害更甚于益处。</p><p>有中国巴菲特之称的段永平认为,“如果你懂投资,你不需要用杠杆,因为你早晚会变富。如果你不懂投资,你更不应该用杠杆,不然裸奔的将可能会是你。投资是件快乐的事情,用杠杆会让你有机会睡不好觉的。”</p><p>段永平还曾说过,买股票用杠杆的情况下,你的股票被抵押给券商,当杠杆比例高到一定程度,一个大跌券商就可能会把你的股票卖掉还债,股市大跌是一定会发生的事情。而且总是发生在你没想到的时候,只要你一直用杠杆,一定会碰到这一天的,很可能会让你一夜回到解放前。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上大跌40%的事情发生过10次以上。</p><p>巴菲特说,如果<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>使用了更高的杠杆,尽管这样做仍然符合传统负债习惯,会取得远远高于已实现的23.8%的年回报率。甚至在1965年,我们或许完全可以判断,动用杠杆能以99%的概率带来更高的回报率,几乎可以说是“十拿九稳”,相应地,我们大约仅有1%的机会看到,由于外部的或内部的一些突发因素,会导致即便是传统负债比率也会发生从暂时到违约之间的结果。</p><p>“我们不喜欢这种99:1发生的概率,永远不会。”巴菲特说,一个小的丢脸或痛苦不可能被一个大的额外回报所抵消,如果你的行动是合理的,你肯定会得到良好的结果。在绝大多数情况下,杠杆只会加速事情的运动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7","relate_stocks":{"VIA":"Via Renewables, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199167004","content_text":"网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最大单日亏损”。如今,这个“惨案”又有了新话题。最新数据表明,Bill Hwang爆仓后,所持中概股标的遭大幅抛售,金融大鳄索罗斯的基金却进行了抄底。具体来看,该公司在一季度买了总计价值1.94亿美元的维亚康姆(Viacom CBS Inc.)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。“别人恐惧我贪婪,别人贪婪我恐惧。”巴菲特经典名言再度响起,索罗斯如今捡起“带血”的筹码,能否再度一战成名,也成为市场关心的话题。从上述几只股票近期表现来看,股价走势并不理想,时间或许会给出答案。索罗斯抄底Bill Hwang爆仓股,买入多只中概股作为美籍韩裔,对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将,曾负责老虎基金亚洲分部。2012年,Bill Hwang从老虎亚洲基金离开,用2亿美元左右的自有资金起步,2021年初,其个人资金已经增加至50亿美元,并通过5倍杠杆在2月内获得200%的收益。3月26日,Archegos爆仓事件开始曝光并持续发酵。据悉,Archegos Capital重仓了维亚康姆(Viacom CBS)、Discovery、百度、腾讯音乐、跟谁学、雾芯科技(RLX)等。其个人管理的150亿美元(折合人民币近1000亿)爆仓,创下了 “人类历史上最大单日亏损”,野村控股、瑞士信贷等多家国际知名投行也被拖下水。在一季度财报中,瑞银公布损失47亿美元,摩根士丹利公布这一数字为9.11亿美元。另外,野村证券损失了约20亿美元,日本三菱日联、瑞穗等都遭受了损失。在爆仓发生之后,索罗斯旗下基金大举抄底,根据上周五在美国证监会网站上披露的13F文件,该公司在一季度买了总计价值1.94亿美元的维亚康姆(ViacomCBS Inc.)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。据外媒报道,在Archegos爆仓事件发生之前,索罗斯基金管理公司并没有上述这些股票的持仓。杠杆生死Bill Hwang是一个疯狂的杠杆爱好者,其快速崛起得益于杠杆,而瞬时陨落也因为杠杆。事实上,在投资中,杠杆一直被认为是“双刃剑”,很多投资大师认为杠杆的危害更甚于益处。有中国巴菲特之称的段永平认为,“如果你懂投资,你不需要用杠杆,因为你早晚会变富。如果你不懂投资,你更不应该用杠杆,不然裸奔的将可能会是你。投资是件快乐的事情,用杠杆会让你有机会睡不好觉的。”段永平还曾说过,买股票用杠杆的情况下,你的股票被抵押给券商,当杠杆比例高到一定程度,一个大跌券商就可能会把你的股票卖掉还债,股市大跌是一定会发生的事情。而且总是发生在你没想到的时候,只要你一直用杠杆,一定会碰到这一天的,很可能会让你一夜回到解放前。苹果历史上大跌40%的事情发生过10次以上。巴菲特说,如果伯克希尔使用了更高的杠杆,尽管这样做仍然符合传统负债习惯,会取得远远高于已实现的23.8%的年回报率。甚至在1965年,我们或许完全可以判断,动用杠杆能以99%的概率带来更高的回报率,几乎可以说是“十拿九稳”,相应地,我们大约仅有1%的机会看到,由于外部的或内部的一些突发因素,会导致即便是传统负债比率也会发生从暂时到违约之间的结果。“我们不喜欢这种99:1发生的概率,永远不会。”巴菲特说,一个小的丢脸或痛苦不可能被一个大的额外回报所抵消,如果你的行动是合理的,你肯定会得到良好的结果。在绝大多数情况下,杠杆只会加速事情的运动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192389681,"gmtCreate":1621145916343,"gmtModify":1704353376038,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192389681","repostId":"2135988454","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196571103,"gmtCreate":1621083603102,"gmtModify":1704352776037,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196571103","repostId":"1164480285","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198971588,"gmtCreate":1620921621744,"gmtModify":1704350588756,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"SpaceX","listText":"SpaceX","text":"SpaceX","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/198971588","repostId":"1167274875","repostType":4,"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106660033,"gmtCreate":1620112080822,"gmtModify":1704338824746,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106660033","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=&edition=fundamental","pubTime":"2021-04-20 16:19","market":"hk","language":"zh","title":"提醒:五一劳动节A股休市三天,港美股照常交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?A股:5月1日(周六)至5月5日(周三)休市,","content":"<p>五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>5月1日(周六)至5月5日(周三)休市,5月6日(周四)起照常开市。</p><p><b>港股:</b></p><p>照常交易。</p><p><b>美股:</b></p><p>照常交易。</p><p><b>英股:</b></p><p>5月3日(周一)为英国传统节日Bank holiday,英股休市一日</p><p><b>新加坡市场:</b></p><p>照常交易。</p><p><b>澳大利亚市场:</b></p><p>照常交易。</p><p><b>沪股通、深股通:</b></p><p>5月1日(周六)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p><b>港股通:</b></p><p>4月29日(周四)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p>祝各位最美劳动者五一节日快乐,平安喜乐!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" 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>提醒:五一劳动节A股休市三天,港美股照常交易</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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:五一劳动节A股休市三天,港美股照常交易\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\">2021-04-20 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>5月1日(周六)至5月5日(周三)休市,5月6日(周四)起照常开市。</p><p><b>港股:</b></p><p>照常交易。</p><p><b>美股:</b></p><p>照常交易。</p><p><b>英股:</b></p><p>5月3日(周一)为英国传统节日Bank holiday,英股休市一日</p><p><b>新加坡市场:</b></p><p>照常交易。</p><p><b>澳大利亚市场:</b></p><p>照常交易。</p><p><b>沪股通、深股通:</b></p><p>5月1日(周六)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p><b>港股通:</b></p><p>4月29日(周四)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p>祝各位最美劳动者五一节日快乐,平安喜乐!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?A股:5月1日(周六)至5月5日(周三)休市,5月6日(周四)起照常开市。港股:照常交易。美股:照常交易。英股:5月3日(周一)为英国传统节日Bank holiday,英股休市一日新加坡市场:照常交易。澳大利亚市场:照常交易。沪股通、深股通:5月1日(周六)至5月5日(周三)关闭,5月6日(周四)起照常开通。港股通:4月29日(周四)至5月5日(周三)关闭,5月6日(周四)起照常开通。祝各位最美劳动者五一节日快乐,平安喜乐!","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106094366,"gmtCreate":1620063258755,"gmtModify":1704338109221,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"51","listText":"51","text":"51","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106094366","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=&edition=fundamental","pubTime":"2021-04-20 16:19","market":"hk","language":"zh","title":"提醒:五一劳动节A股休市三天,港美股照常交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?A股:5月1日(周六)至5月5日(周三)休市,","content":"<p>五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>5月1日(周六)至5月5日(周三)休市,5月6日(周四)起照常开市。</p><p><b>港股:</b></p><p>照常交易。</p><p><b>美股:</b></p><p>照常交易。</p><p><b>英股:</b></p><p>5月3日(周一)为英国传统节日Bank holiday,英股休市一日</p><p><b>新加坡市场:</b></p><p>照常交易。</p><p><b>澳大利亚市场:</b></p><p>照常交易。</p><p><b>沪股通、深股通:</b></p><p>5月1日(周六)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p><b>港股通:</b></p><p>4月29日(周四)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p>祝各位最美劳动者五一节日快乐,平安喜乐!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" 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>提醒:五一劳动节A股休市三天,港美股照常交易</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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:五一劳动节A股休市三天,港美股照常交易\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\">2021-04-20 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>5月1日(周六)至5月5日(周三)休市,5月6日(周四)起照常开市。</p><p><b>港股:</b></p><p>照常交易。</p><p><b>美股:</b></p><p>照常交易。</p><p><b>英股:</b></p><p>5月3日(周一)为英国传统节日Bank holiday,英股休市一日</p><p><b>新加坡市场:</b></p><p>照常交易。</p><p><b>澳大利亚市场:</b></p><p>照常交易。</p><p><b>沪股通、深股通:</b></p><p>5月1日(周六)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p><b>港股通:</b></p><p>4月29日(周四)至5月5日(周三)关闭,5月6日(周四)起照常开通。</p><p>祝各位最美劳动者五一节日快乐,平安喜乐!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了,值得一提的是,今年五一劳动节继续连休五天。关于五一股市安排方面,也是投资者们关注的焦点,下面一起来看看2021年五一股市休市几天?A股:5月1日(周六)至5月5日(周三)休市,5月6日(周四)起照常开市。港股:照常交易。美股:照常交易。英股:5月3日(周一)为英国传统节日Bank holiday,英股休市一日新加坡市场:照常交易。澳大利亚市场:照常交易。沪股通、深股通:5月1日(周六)至5月5日(周三)关闭,5月6日(周四)起照常开通。港股通:4月29日(周四)至5月5日(周三)关闭,5月6日(周四)起照常开通。祝各位最美劳动者五一节日快乐,平安喜乐!","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370283691,"gmtCreate":1618586554313,"gmtModify":1704713180574,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"Cool ","listText":"Cool 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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370289697","repostId":"1175692875","repostType":4,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":198971588,"gmtCreate":1620921621744,"gmtModify":1704350588756,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"SpaceX","listText":"SpaceX","text":"SpaceX","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/198971588","repostId":"1167274875","repostType":4,"repost":{"id":"1167274875","kind":"news","pubTimestamp":1620916842,"share":"https://ttm.financial/m/news/1167274875?lang=&edition=fundamental","pubTime":"2021-05-13 22:40","market":"us","language":"zh","title":"谷歌宣布赢得合同,将向SpaceX提供计算和网络资源","url":"https://stock-news.laohu8.com/highlight/detail?id=1167274875","media":"智通财经","summary":"显然,这笔交易代表着谷歌在云计算市场的一次胜利。","content":"<p>周四,据报道,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>今日宣布,其云部门已赢得一份合同,向埃隆·马斯克旗下太空探索技术公司SpaceX提供计算和网络资源,以帮助SpaceX通过其“星链”(Starlink)卫星提供互联网服务。</p><p>根据合作协议,SpaceX将在谷歌数据中心安装地面站,连接SpaceX的“星链”卫星,计划在今年下半年为企业提供快速互联网服务。显然,这笔交易代表着谷歌在云计算市场的一次胜利。当前,云计算市场发展迅速,而谷歌正努力从<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>手中抢夺份额。</p><p><img src=\"https://static.tigerbbs.com/debeb3f13e3f9c15841bd1543c97f5d3\" tg-width=\"840\" tg-height=\"470\"></p>","source":"highlight_zhitongcaijin","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>谷歌宣布赢得合同,将向SpaceX提供计算和网络资源</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{ 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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谷歌宣布赢得合同,将向SpaceX提供计算和网络资源\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 22:40 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/474654.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四,据报道,谷歌今日宣布,其云部门已赢得一份合同,向埃隆·马斯克旗下太空探索技术公司SpaceX提供计算和网络资源,以帮助SpaceX通过其“星链”(Starlink)卫星提供互联网服务。根据合作协议,SpaceX将在谷歌数据中心安装地面站,连接SpaceX的“星链”卫星,计划在今年下半年为企业提供快速互联网服务。显然,这笔交易代表着谷歌在云计算市场的一次胜利。当前,云计算市场发展迅速,而谷歌正...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/474654.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab2a423ce1c2af9697237b229cede72","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.zhitongcaijing.com/content/detail/474654.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1167274875","content_text":"周四,据报道,谷歌今日宣布,其云部门已赢得一份合同,向埃隆·马斯克旗下太空探索技术公司SpaceX提供计算和网络资源,以帮助SpaceX通过其“星链”(Starlink)卫星提供互联网服务。根据合作协议,SpaceX将在谷歌数据中心安装地面站,连接SpaceX的“星链”卫星,计划在今年下半年为企业提供快速互联网服务。显然,这笔交易代表着谷歌在云计算市场的一次胜利。当前,云计算市场发展迅速,而谷歌正努力从亚马逊和微软手中抢夺份额。","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113146643,"gmtCreate":1622599898282,"gmtModify":1704187087725,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113146643","repostId":"2140494460","repostType":4,"repost":{"id":"2140494460","kind":"highlight","weMediaInfo":{"introduction":"最有深度的半导体新媒体,实讯、专业、原创、深度,30万半导体精英关注!专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品,欢迎订阅摩尔旗下公众号:摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1001700217","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1622599686,"share":"https://ttm.financial/m/news/2140494460?lang=&edition=fundamental","pubTime":"2021-06-02 10:08","market":"hk","language":"zh","title":"瑞银:芯片短缺问题将在明年一季度完全解决","url":"https://stock-news.laohu8.com/highlight/detail?id=2140494460","media":"半导体行业观察","summary":"全球芯片短缺导致从手机到数据中心的所有供应链都面临压力,但瑞银财富管理投资总监办公室(CIO)认为,芯片短缺问题应为时短暂,大多数挑战都会因半导体龙头企业和政府加大投资而得到解决,预计芯片短缺状况将在","content":"<p>全球芯片短缺导致从手机到数据中心的所有供应链都面临压力,但<a href=\"https://laohu8.com/S/UBS\">瑞银</a>财富管理投资总监办公室(CIO)认为,芯片短缺问题应为时短暂,大多数挑战都会因半导体龙头企业和政府加大投资而得到解决,预计芯片短缺状况将在2022年第1季得到完全解决。</p>\n<p>瑞银财富管理投资总监办公室1日发布的报告指出,中国大陆和世界其他地区一样,都正面临芯片短缺的问题。其中汽车业受到的冲击尤其明显,全球多家知名汽车厂商都已削减全年获利目标,刚从去年新冠疫情低潮中复苏的大陆汽车厂商也在勉力支撑。</p>\n<p>对于引发全球“芯片荒”的原因,瑞银认为,首先,2018至2020年中美贸易紧张局势导致多数企业的管理层决定推迟产能扩张。这使得全球年度半导体晶圆设备投资停滞于500亿美元左右,直到2020年才开始回升,2021年由于供应短缺而进一步上扬。</p>\n<p>其次,产能增加需要时间才能见到成果,因此在疫情期间供应未能跟上飙涨的需求。出行限制加快了诸多数字化趋势,使得PC、数据中心及智能手机等设备支出大幅增长,加剧了芯片供需失衡局面。</p>\n<p>第三,云端计算、电动汽车、人工智能及5G等新技术崛起,使得每台设备所需芯片前所未有地增加,5G手机所用到的芯片就比4G增加40%。相较于传统车型,电动车等新能源汽车的芯片密度也大幅跃升。</p>\n<p>第四,业内普遍缺乏提前部署的意识。过去,各国政府对芯片业关注不多。而随着新冠疫情加速本土化趋势,加上芯片短缺,这种情况已经改变。当前,许多国家的政府都在推行有助于芯片产业发展的政策,但这些政策措施需要假以时日才能转化为供给改善。</p>\n<p>瑞银表示,好消息是,绝大多数挑战都因半导体龙头企业和政府增加投资而得以解决。这将推动供给情况在年底前出现改善。因此,<b>瑞银与龙头芯片制造商给出的指引一致,认为晶片短缺状况将在2022年第1季得到完全解决。</b></p>\n<p>瑞银表示,中国是最先认识到半导体战略重要性的国家之一,早在2014年,政府即成立中国集成电路产业投资基金(CICIIF)。之后该基金募集了巨额的资金用于支持国内半导体行业发展。因此,尽管起步较晚,但大陆在全球半导体资本支出的占比已从2019年的近6%上升至2020年的9%。</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>瑞银:芯片短缺问题将在明年一季度完全解决</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瑞银:芯片短缺问题将在明年一季度完全解决\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1001700217\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-06-02 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>全球芯片短缺导致从手机到数据中心的所有供应链都面临压力,但<a href=\"https://laohu8.com/S/UBS\">瑞银</a>财富管理投资总监办公室(CIO)认为,芯片短缺问题应为时短暂,大多数挑战都会因半导体龙头企业和政府加大投资而得到解决,预计芯片短缺状况将在2022年第1季得到完全解决。</p>\n<p>瑞银财富管理投资总监办公室1日发布的报告指出,中国大陆和世界其他地区一样,都正面临芯片短缺的问题。其中汽车业受到的冲击尤其明显,全球多家知名汽车厂商都已削减全年获利目标,刚从去年新冠疫情低潮中复苏的大陆汽车厂商也在勉力支撑。</p>\n<p>对于引发全球“芯片荒”的原因,瑞银认为,首先,2018至2020年中美贸易紧张局势导致多数企业的管理层决定推迟产能扩张。这使得全球年度半导体晶圆设备投资停滞于500亿美元左右,直到2020年才开始回升,2021年由于供应短缺而进一步上扬。</p>\n<p>其次,产能增加需要时间才能见到成果,因此在疫情期间供应未能跟上飙涨的需求。出行限制加快了诸多数字化趋势,使得PC、数据中心及智能手机等设备支出大幅增长,加剧了芯片供需失衡局面。</p>\n<p>第三,云端计算、电动汽车、人工智能及5G等新技术崛起,使得每台设备所需芯片前所未有地增加,5G手机所用到的芯片就比4G增加40%。相较于传统车型,电动车等新能源汽车的芯片密度也大幅跃升。</p>\n<p>第四,业内普遍缺乏提前部署的意识。过去,各国政府对芯片业关注不多。而随着新冠疫情加速本土化趋势,加上芯片短缺,这种情况已经改变。当前,许多国家的政府都在推行有助于芯片产业发展的政策,但这些政策措施需要假以时日才能转化为供给改善。</p>\n<p>瑞银表示,好消息是,绝大多数挑战都因半导体龙头企业和政府增加投资而得以解决。这将推动供给情况在年底前出现改善。因此,<b>瑞银与龙头芯片制造商给出的指引一致,认为晶片短缺状况将在2022年第1季得到完全解决。</b></p>\n<p>瑞银表示,中国是最先认识到半导体战略重要性的国家之一,早在2014年,政府即成立中国集成电路产业投资基金(CICIIF)。之后该基金募集了巨额的资金用于支持国内半导体行业发展。因此,尽管起步较晚,但大陆在全球半导体资本支出的占比已从2019年的近6%上升至2020年的9%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210602/20210602093325_31743.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"UBS":"瑞银"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140494460","content_text":"全球芯片短缺导致从手机到数据中心的所有供应链都面临压力,但瑞银财富管理投资总监办公室(CIO)认为,芯片短缺问题应为时短暂,大多数挑战都会因半导体龙头企业和政府加大投资而得到解决,预计芯片短缺状况将在2022年第1季得到完全解决。\n瑞银财富管理投资总监办公室1日发布的报告指出,中国大陆和世界其他地区一样,都正面临芯片短缺的问题。其中汽车业受到的冲击尤其明显,全球多家知名汽车厂商都已削减全年获利目标,刚从去年新冠疫情低潮中复苏的大陆汽车厂商也在勉力支撑。\n对于引发全球“芯片荒”的原因,瑞银认为,首先,2018至2020年中美贸易紧张局势导致多数企业的管理层决定推迟产能扩张。这使得全球年度半导体晶圆设备投资停滞于500亿美元左右,直到2020年才开始回升,2021年由于供应短缺而进一步上扬。\n其次,产能增加需要时间才能见到成果,因此在疫情期间供应未能跟上飙涨的需求。出行限制加快了诸多数字化趋势,使得PC、数据中心及智能手机等设备支出大幅增长,加剧了芯片供需失衡局面。\n第三,云端计算、电动汽车、人工智能及5G等新技术崛起,使得每台设备所需芯片前所未有地增加,5G手机所用到的芯片就比4G增加40%。相较于传统车型,电动车等新能源汽车的芯片密度也大幅跃升。\n第四,业内普遍缺乏提前部署的意识。过去,各国政府对芯片业关注不多。而随着新冠疫情加速本土化趋势,加上芯片短缺,这种情况已经改变。当前,许多国家的政府都在推行有助于芯片产业发展的政策,但这些政策措施需要假以时日才能转化为供给改善。\n瑞银表示,好消息是,绝大多数挑战都因半导体龙头企业和政府增加投资而得以解决。这将推动供给情况在年底前出现改善。因此,瑞银与龙头芯片制造商给出的指引一致,认为晶片短缺状况将在2022年第1季得到完全解决。\n瑞银表示,中国是最先认识到半导体战略重要性的国家之一,早在2014年,政府即成立中国集成电路产业投资基金(CICIIF)。之后该基金募集了巨额的资金用于支持国内半导体行业发展。因此,尽管起步较晚,但大陆在全球半导体资本支出的占比已从2019年的近6%上升至2020年的9%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133241437,"gmtCreate":1621758891529,"gmtModify":1704362159349,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"Rip","listText":"Rip","text":"Rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/133241437","repostId":"2137857011","repostType":4,"repost":{"id":"2137857011","kind":"highlight","pubTimestamp":1621662128,"share":"https://ttm.financial/m/news/2137857011?lang=&edition=fundamental","pubTime":"2021-05-22 13:42","market":"us","language":"zh","title":"沉痛哀悼!“杂交水稻之父”袁隆平逝世,享年91岁","url":"https://stock-news.laohu8.com/highlight/detail?id=2137857011","media":"华尔街见闻","summary":"“共和国勋章”获得者、中国工程院院士、国家杂交水稻工程技术研究中心主任、湖南省政协原副主席袁隆平,因...","content":"<p>“共和国勋章”获得者、中国工程院院士、国家杂交水稻工程技术研究中心主任、湖南省政协原副主席袁隆平,因多器官功能衰竭,于2021年5月22日13时07分在长沙逝世,享年91岁。</p><p><img src=\"https://static.tigerbbs.com/d0e75589638466b38de13f11e9a2bc3e\" tg-width=\"1000\" tg-height=\"689\" referrerpolicy=\"no-referrer\"></p><p>袁隆平是我国研究与发展杂交水稻的开创者,也是世界上第一个成功地利用水稻杂种优势的科学家,被誉为“杂交水稻之父”。他冲破经典遗传学观点的束缚,于1964年开始研究杂交水稻,成功选育了世界上第一个实用高产杂交水稻品种“南优2号”。杂交水稻的成果自1976年起在全国大面积推广应用,使水稻的单产和总产得以大幅度提高。20多年来,他带领团队开展超级杂交稻攻关,分别于2000年、2004年、2011年、2014年实现了大面积示范每公顷10.5吨、12吨、13.5吨、15吨的目标。最新育成的第三代杂交稻叁优一号,2020年作双季晚稻种植平均亩产达911.7公斤,加上第二代杂交早稻亩产619.06公斤,全年亩产达1530.76公斤,实现了周年亩产稻谷3000斤的攻关目标。</p><p>“发展杂交水稻,造福世界人民”是袁隆平毕生的追求。为了实现这一宏愿,他长期致力于促进杂交水稻走向世界。目前,杂交水稻已在印度、孟加拉、印度尼西亚、越南、菲律宾、美国、巴西、马达加斯加等国大面积种植,年种植面积达800万公顷,平均每公顷产量比当地优良品种高出2吨左右。</p><p><b>袁隆平院士生平:终其一生,实现“以稻穗报国”之梦</b></p><p>1930年,袁隆平出生于北平(北京的旧称)。年轻时,他想过参军报国,体育报国,但最终选择了以一串串饱满的稻穗报国。</p><p>1936-1949年,袁隆平辗转于汉口、重庆、南京等地求学。</p><p>1949年,他报考了西南农学院。“我们国家人口多、耕地少,保障国家粮食安全,唯一的办法就是提高单产。因此高产对于我来说,是一个永恒的主题。”袁隆平说,新中国成立前,自己亲眼见到倒伏在路边的饿殍,这令他痛心。</p><p>1953年,担任湖南省安江农业学校教员。</p><p>1964年,袁隆平开始研究杂交水稻,成功选育了世界上第一个实用高产杂交水稻品种“南优2号”。</p><p>1966年,袁隆平在《科学通报》上发表论文《水稻的雄性不孕性》,正式提出通过培育水稻“三系”(即雄性不育系、雄性不育保持系、雄性不育恢复系),以“三系”配套的方法来利用水稻杂种优势的设想与思路,由此拉开中国杂交水稻研究的序幕。</p><p>1996年,中国农业农村部提出超级稻育种计划。袁隆平领衔的科研团队通过形态改良和杂种优势利用相结合的技术路线,成功攻破水稻超高产育种难题,不断刷新亩产产量。目前,超级稻计划的五期目标已经全部完成,分别是亩产700公斤、800公斤、900公斤、1000公斤和1100公斤。</p><p>1981年,袁隆平获得国家发明特等奖;2001年获得首届国家最高科学技术奖;2014年获得国家科学技术进步特等奖;2018年获“改革先锋”称号;2019年被授予“共和国勋章”。</p><p>他还相继获得联合国教科文组织“科学奖”等二十余项国内国际大奖。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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}\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沉痛哀悼!“杂交水稻之父”袁隆平逝世,享年91岁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-22 13:42 北京时间 <a href=https://wallstreetcn.com/articles/3630992><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“共和国勋章”获得者、中国工程院院士、国家杂交水稻工程技术研究中心主任、湖南省政协原副主席袁隆平,因多器官功能衰竭,于2021年5月22日13时07分在长沙逝世,享年91岁。袁隆平是我国研究与发展杂交水稻的开创者,也是世界上第一个成功地利用水稻杂种优势的科学家,被誉为“杂交水稻之父”。他冲破经典遗传学观点的束缚,于1964年开始研究杂交水稻,成功选育了世界上第一个实用高产杂交水稻品种“南优2号”。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3630992\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8521e03014390ba69dbe5bf893026c60","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3630992","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137857011","content_text":"“共和国勋章”获得者、中国工程院院士、国家杂交水稻工程技术研究中心主任、湖南省政协原副主席袁隆平,因多器官功能衰竭,于2021年5月22日13时07分在长沙逝世,享年91岁。袁隆平是我国研究与发展杂交水稻的开创者,也是世界上第一个成功地利用水稻杂种优势的科学家,被誉为“杂交水稻之父”。他冲破经典遗传学观点的束缚,于1964年开始研究杂交水稻,成功选育了世界上第一个实用高产杂交水稻品种“南优2号”。杂交水稻的成果自1976年起在全国大面积推广应用,使水稻的单产和总产得以大幅度提高。20多年来,他带领团队开展超级杂交稻攻关,分别于2000年、2004年、2011年、2014年实现了大面积示范每公顷10.5吨、12吨、13.5吨、15吨的目标。最新育成的第三代杂交稻叁优一号,2020年作双季晚稻种植平均亩产达911.7公斤,加上第二代杂交早稻亩产619.06公斤,全年亩产达1530.76公斤,实现了周年亩产稻谷3000斤的攻关目标。“发展杂交水稻,造福世界人民”是袁隆平毕生的追求。为了实现这一宏愿,他长期致力于促进杂交水稻走向世界。目前,杂交水稻已在印度、孟加拉、印度尼西亚、越南、菲律宾、美国、巴西、马达加斯加等国大面积种植,年种植面积达800万公顷,平均每公顷产量比当地优良品种高出2吨左右。袁隆平院士生平:终其一生,实现“以稻穗报国”之梦1930年,袁隆平出生于北平(北京的旧称)。年轻时,他想过参军报国,体育报国,但最终选择了以一串串饱满的稻穗报国。1936-1949年,袁隆平辗转于汉口、重庆、南京等地求学。1949年,他报考了西南农学院。“我们国家人口多、耕地少,保障国家粮食安全,唯一的办法就是提高单产。因此高产对于我来说,是一个永恒的主题。”袁隆平说,新中国成立前,自己亲眼见到倒伏在路边的饿殍,这令他痛心。1953年,担任湖南省安江农业学校教员。1964年,袁隆平开始研究杂交水稻,成功选育了世界上第一个实用高产杂交水稻品种“南优2号”。1966年,袁隆平在《科学通报》上发表论文《水稻的雄性不孕性》,正式提出通过培育水稻“三系”(即雄性不育系、雄性不育保持系、雄性不育恢复系),以“三系”配套的方法来利用水稻杂种优势的设想与思路,由此拉开中国杂交水稻研究的序幕。1996年,中国农业农村部提出超级稻育种计划。袁隆平领衔的科研团队通过形态改良和杂种优势利用相结合的技术路线,成功攻破水稻超高产育种难题,不断刷新亩产产量。目前,超级稻计划的五期目标已经全部完成,分别是亩产700公斤、800公斤、900公斤、1000公斤和1100公斤。1981年,袁隆平获得国家发明特等奖;2001年获得首届国家最高科学技术奖;2014年获得国家科学技术进步特等奖;2018年获“改革先锋”称号;2019年被授予“共和国勋章”。他还相继获得联合国教科文组织“科学奖”等二十余项国内国际大奖。","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196571103,"gmtCreate":1621083603102,"gmtModify":1704352776037,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196571103","repostId":"1164480285","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119536689,"gmtCreate":1622554537641,"gmtModify":1704186198245,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119536689","repostId":"1158415504","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106094366,"gmtCreate":1620063258755,"gmtModify":1704338109221,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"51","listText":"51","text":"51","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106094366","repostId":"1170908014","repostType":4,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195475177,"gmtCreate":1621312073999,"gmtModify":1704355609604,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"AAPL","listText":"AAPL","text":"AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195475177","repostId":"2136995286","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106660033,"gmtCreate":1620112080822,"gmtModify":1704338824746,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":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","listText":"Cool ","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370283691","repostId":"2127370148","repostType":4,"repost":{"id":"2127370148","kind":"highlight","pubTimestamp":1618582740,"share":"https://ttm.financial/m/news/2127370148?lang=&edition=fundamental","pubTime":"2021-04-16 22:19","market":"us","language":"en","title":"After Falling More Than 50%, Is Plug Power Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2127370148","media":"Motley Fool","summary":"The stock's valuation has improved, but has it improved enough?","content":"<p>(April 16) Plug Power rose about 2% in Friday morning trading.</p><p><img src=\"https://static.tigerbbs.com/a283a71a3335b2766f24fab986e05f37\" tg-width=\"708\" tg-height=\"500\"></p><p>Fuel cell maker <b>Plug Power</b>'s (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is working aggressively to grow its sales and has recently entered into several key partnerships that should help it achieve this goal. With enhanced growth prospects and a lower price, the stock's valuation has improved. Let's see if it has changed enough to make the stock a buy right now.</p><h3>Improved valuation</h3><p>In January, Plug Power stock was trading at a price-to-sales ratio of around 104. The ratio has now fallen to 51. Based on 2021 estimated sales, the ratio stands at around 37. Surely it has improved a lot from its January levels.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621481%2Fhydrogen-fuel-cells-next-to-h2-written-with-green-leaves.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Going by Plug Power's estimates of $1.7 billion sales in 2024, the price-to-sales ratio falls to a saner level of around 10. For a fast-growing company, that kind of ratio isn't too unusual. So <i>if</i> the company can grow its sales as it is guiding, its valuation can make some sense. It is noteworthy that the price-to-sales-ratio calculation for 2024 sales doesn't take into account potential dilution. In the last year, Plug Power's outstanding shares have increased 82%.</p><h3>Focus on growth</h3><p>Plug Power has been taking aggressive steps to grow its top line. In February the company announced its plan to build a green hydrogen production facility in New York with a production capacity of 45 metric tons per day. Plug Power also recently signed a previously announced deal whereby South Korea's SK Group will invest $1.6 billion in Plug Power in exchange for a 9.6% stake in the company. The two companies plan to jointly establish a huge fuel cell and electrolyzer production facility in South Korea. The South Korean government has set ambitious goals for promoting hydrogen use in the country, which should benefit Plug Power.</p><p>The company has also entered into partnership with automaker <b>Renault</b>. A planned joint venture with Renault will target a 30% share of the fuel-cell-powered light commercial vehicle market in Europe. That would be huge as 30% of the light vehicle market is expected to be around 500,000 vehicles by 2030. Plug Power has also announced a partnership with ACCONIA, a leading developer of sustainable infrastructure solutions. With an expected investment of over 2 billion euros, the joint venture will aim to capture 20% share of Spain and Portugal's green hydrogen market by 2030.</p><p>So Plug Power's 2024 sales guidance of $1.7 billion and sales growth beyond that look achievable. However, sales are just <a href=\"https://laohu8.com/S/AONE\">one</a> part of the story. Let's turn our attention to other key metrics as well as risks.</p><h3>Can Plug Power become profitable?</h3><p>With its sales target looking more realistic, the next key concern is attaining profitability. After all, the company has been growing its revenue for years. The company hopes to achieve gross margins of more than 20% by 2022 and improve beyond that. But achieving bottom-line profits looks much more difficult.</p><p>Plug Power currently derives roughly 94% of its revenue from the material handling business, which primarily supplies fuel cells for forklifts. Despite boasting a list of prominent customers, the company hasn't been profitable in this segment so far. By 2024, the company hopes to generate $750 million from the material handling segment, with the remaining nearly $1 billion coming from stationary base load power generation and fuel cell powered vehicles.</p><p>Considering that Plug Power hasn't been profitable in a segment it has been operating in for years, it might be a big challenge for it to turn the bottom line green in a new segment. Moreover, if fuel-cell-powered vehicles' growth remains subdued, it can potentially limit Plug Power's growth as well as its margins.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621481%2Fhand-turns-a-dice-and-changes-the-expression-bev-battery-electric-vehicle-to-fcev-fuel-cell-electric-vehicle.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Plug Power hopes to benefit significantly from governmental incentives such as LCFS (low carbon fuel standard) credits in California and similar potential credits for green hydrogen under President Biden's climate plan. Further, Plug Power is looking to get a $520 million loan from the U.S. Department of Energy under its loan guarantee program. However, as the adoption of fuel cell technology remains slow, these incentives too would likely be slower and lower than the company would like them to be.</p><p>It's important here to understand why Plug Power isn't profitable after 20 years of operation. It's not that the company is making huge capital investments that will generate income for it at some point. If that were the case, the stock's prospects would be better. It's simply that Plug Power's fuel cells cost more than customers are willing to pay. Other energy and storage options are cheaper and thus preferable. So Plug Power is growing its top line by selling products at a price that customers are willing to pay. But that is not enough to cover the company's costs.</p><p>In short, even if the company is able to make some profit at scale, the margins will likely be thin. And this is the single biggest factor that suggests the stock shouldn't command the high valuation it currently has. That competition may hurt the company's margins is a concern only if the business makes economic sense, which it doesn't do right now. I'll wait for the company to become sustainably profitable before jumping in.</p>","source":"fool_stock","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>After Falling More Than 50%, Is Plug Power Stock a Buy?</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\">\nAfter Falling More Than 50%, Is Plug Power Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:19 GMT+8 <a href=https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(April 16) Plug Power rose about 2% in Friday morning trading.Fuel cell maker Plug Power's (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","PW":"Power REIT"},"source_url":"https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127370148","content_text":"(April 16) Plug Power rose about 2% in Friday morning trading.Fuel cell maker Plug Power's (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is working aggressively to grow its sales and has recently entered into several key partnerships that should help it achieve this goal. With enhanced growth prospects and a lower price, the stock's valuation has improved. Let's see if it has changed enough to make the stock a buy right now.Improved valuationIn January, Plug Power stock was trading at a price-to-sales ratio of around 104. The ratio has now fallen to 51. Based on 2021 estimated sales, the ratio stands at around 37. Surely it has improved a lot from its January levels.Image source: Getty Images.Going by Plug Power's estimates of $1.7 billion sales in 2024, the price-to-sales ratio falls to a saner level of around 10. For a fast-growing company, that kind of ratio isn't too unusual. So if the company can grow its sales as it is guiding, its valuation can make some sense. It is noteworthy that the price-to-sales-ratio calculation for 2024 sales doesn't take into account potential dilution. In the last year, Plug Power's outstanding shares have increased 82%.Focus on growthPlug Power has been taking aggressive steps to grow its top line. In February the company announced its plan to build a green hydrogen production facility in New York with a production capacity of 45 metric tons per day. Plug Power also recently signed a previously announced deal whereby South Korea's SK Group will invest $1.6 billion in Plug Power in exchange for a 9.6% stake in the company. The two companies plan to jointly establish a huge fuel cell and electrolyzer production facility in South Korea. The South Korean government has set ambitious goals for promoting hydrogen use in the country, which should benefit Plug Power.The company has also entered into partnership with automaker Renault. A planned joint venture with Renault will target a 30% share of the fuel-cell-powered light commercial vehicle market in Europe. That would be huge as 30% of the light vehicle market is expected to be around 500,000 vehicles by 2030. Plug Power has also announced a partnership with ACCONIA, a leading developer of sustainable infrastructure solutions. With an expected investment of over 2 billion euros, the joint venture will aim to capture 20% share of Spain and Portugal's green hydrogen market by 2030.So Plug Power's 2024 sales guidance of $1.7 billion and sales growth beyond that look achievable. However, sales are just one part of the story. Let's turn our attention to other key metrics as well as risks.Can Plug Power become profitable?With its sales target looking more realistic, the next key concern is attaining profitability. After all, the company has been growing its revenue for years. The company hopes to achieve gross margins of more than 20% by 2022 and improve beyond that. But achieving bottom-line profits looks much more difficult.Plug Power currently derives roughly 94% of its revenue from the material handling business, which primarily supplies fuel cells for forklifts. Despite boasting a list of prominent customers, the company hasn't been profitable in this segment so far. By 2024, the company hopes to generate $750 million from the material handling segment, with the remaining nearly $1 billion coming from stationary base load power generation and fuel cell powered vehicles.Considering that Plug Power hasn't been profitable in a segment it has been operating in for years, it might be a big challenge for it to turn the bottom line green in a new segment. Moreover, if fuel-cell-powered vehicles' growth remains subdued, it can potentially limit Plug Power's growth as well as its margins.Image source: Getty Images.Plug Power hopes to benefit significantly from governmental incentives such as LCFS (low carbon fuel standard) credits in California and similar potential credits for green hydrogen under President Biden's climate plan. Further, Plug Power is looking to get a $520 million loan from the U.S. Department of Energy under its loan guarantee program. However, as the adoption of fuel cell technology remains slow, these incentives too would likely be slower and lower than the company would like them to be.It's important here to understand why Plug Power isn't profitable after 20 years of operation. It's not that the company is making huge capital investments that will generate income for it at some point. If that were the case, the stock's prospects would be better. It's simply that Plug Power's fuel cells cost more than customers are willing to pay. Other energy and storage options are cheaper and thus preferable. So Plug Power is growing its top line by selling products at a price that customers are willing to pay. But that is not enough to cover the company's costs.In short, even if the company is able to make some profit at scale, the margins will likely be thin. And this is the single biggest factor that suggests the stock shouldn't command the high valuation it currently has. That competition may hurt the company's margins is a concern only if the business makes economic sense, which it doesn't do right now. I'll wait for the company to become sustainably profitable before jumping in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370289697,"gmtCreate":1618586450119,"gmtModify":1704713179118,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370289697","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://ttm.financial/m/news/1175692875?lang=&edition=fundamental","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p>How to trade this?</p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.</b></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><blockquote>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b></blockquote><p>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</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>$544 Billion In Options Expire Today: Here's What Will Move</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$544 Billion In Options Expire Today: Here's What Will Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:18 GMT+8 <a href=https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}