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SKng
2021-06-19
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“粽子股”要来,五芳斋的单品焦虑和地域束缚
SKng
2021-06-08
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【异动】散户抱团股暴涨,游戏驿站涨超20%
SKng
2021-06-06
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摩根大通旗下基金4月大手笔加仓茅台和五粮液
SKng
2021-06-05
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SKng
2021-06-03
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SKng
2021-06-02
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SKng
2021-05-28
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盘前:史诗级逼空延续!AMC一度暴涨20%
SKng
2021-05-28
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SKng
2021-05-28
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开盘:三大指数集体高开,AMC院线涨20%
SKng
2021-05-25
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爱奇艺财报:赚点钱为什么那么难?
SKng
2021-05-24
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恒指季检结果出炉!这些个股有望晋升港股通标的
SKng
2021-05-24
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中金:恒指季检影响有多大,资金流入情况如何?
SKng
2021-05-19
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SKng
2021-05-17
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SKng
2021-05-17
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SKng
2021-05-14
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SKng
2021-05-11
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SKng
2021-05-11
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SKng
2021-05-11
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高盛:QE或已达到顶峰,这是市场接下来会发生的事
SKng
2021-05-11
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11:28","market":"hk","language":"zh","title":"“粽子股”要来,五芳斋的单品焦虑和地域束缚","url":"https://stock-news.laohu8.com/highlight/detail?id=2144708733","media":"经济观察报","summary":"经济观察报 记者 叶心冉每年的端午时节,甜粽和咸粽总会在人们的津津乐道中上演一场PK战,今年不同的是,在这一波讨论声中,A股或将迎来一支“粽子股”。端午前夕,百岁老字号五芳斋提交招股书,谋求A股上市。尽管证监会网站披露的五芳斋上市预披露文件指出,“发行申请尚未得到中国证监会核准,仅供预先披露之用”,但市场对其冲击“粽子第一股”的讨论声已一波又一波。股份公司设立3年后,五芳斋开始进行国有股转让。","content":"<div>\n<p>经济观察报 记者 叶心冉 每年的端午时节,甜粽和咸粽总会在人们的津津乐道中上演一场PK战,今年不同的是,在这一波讨论声中,A股或将迎来一支“粽子股”。\n端午前夕,百岁老字号五芳斋提交招股书,谋求A股上市。尽管证监会网站披露的五芳斋上市预披露文件指出,“发行申请尚未得到中国证监会核准,仅供预先披露之用”,但市场对其冲击“粽子第一股”的讨论声已一波又一波。\n品类单一与地域束缚\n资料显示,五芳斋始于...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dffa1df38264cbd5ddb690a66b76f38","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144708733","content_text":"经济观察报 记者 叶心冉 每年的端午时节,甜粽和咸粽总会在人们的津津乐道中上演一场PK战,今年不同的是,在这一波讨论声中,A股或将迎来一支“粽子股”。\n端午前夕,百岁老字号五芳斋提交招股书,谋求A股上市。尽管证监会网站披露的五芳斋上市预披露文件指出,“发行申请尚未得到中国证监会核准,仅供预先披露之用”,但市场对其冲击“粽子第一股”的讨论声已一波又一波。\n品类单一与地域束缚\n资料显示,五芳斋始于1921年,主要从事以糯米食品为主导的食品研发、生产和销售,目前已形成以粽子为主导,集月饼、汤圆、糕点、蛋制品、其他米制品等食品为一体的产品群,拥有嘉兴、成都两大生产基地。\n当前的公司主体——浙江五芳斋实业股份有限公司系1998年由嘉兴市五芳斋粽子公司整体改组,并吸纳嘉兴百货、嘉兴肉类中心、嘉兴酿造及部分自然人共同作为发起人,采取发起设立方式组建的股份有限公司。\n股份公司设立3年后,五芳斋开始进行国有股转让。2001年4月,嘉兴酿造、嘉兴肉类中心与远洋实业(五芳斋集团前身)签署股权转让协议。2004年,远洋实业又先后从原股东嘉兴商业控股、嘉兴市中华化工,及赵建平、魏荣明、倪嘉能处分别受让股份。\n经过多轮增资扩股和股权转让后,五芳斋集团现直接持有公司40.36%的股份,并通过其全资子公司远洋装饰间接持股9.7%,合计持有公司50.06%股份,为公司控股股东。\n招股书显示,五芳斋董事长厉建平持有五芳斋集团20%的股份,其子厉昊嘉持有五芳斋集团 20%的股份,厉建平与厉昊嘉从而间接持有公司主体50.06%的股份,为公司的实际控制人。\n对于这类区域性的老字号餐饮品牌,市场对其的关注和质疑多存在于品类单一和地域束缚两大点上,而再聚焦于粽子占据大幅营收的五芳斋,其还面临时令性的限制。\n招股书显示,2018年-2020年,粽子系列的营收分别为15.02亿元、16.09亿元、16.44亿元,占据主业总营收的比重分别为66.28%、67.74%、70.77%。\n并且,华东区域的营收多年来占据半壁江山。2018年-2020年,华东区域的营收分别为14.33亿元、14.60亿元、12.97亿元,分别占主业总营收的63.23%、61.45%、55.82%。\n资料显示,五芳斋主营业务收入按类别分为粽子系列、月饼系列、餐食系列和蛋制品、糕点及其他。但从2020年的营收来看,月饼系列和蛋糕系列分别占营收的比重为7.96%、11.41%。\n无论是粽子还是月饼,均带有明显的节令性。五芳斋在招股书中亦提示,公司主要产品为粽子、月饼等传统节令食品,存在明显的季节性特征。如果在粽子、月饼的集中消费季节,公司不能做好市场预测,公司将面临部分产品备货不足进而失去业务机会,或者由于外部环境重大变化造成生产过剩进而导致积压浪费的季节性经营风险。\n同时,五芳斋面临着营收增速与毛利率的双重下滑。招股书显示,2018年-2020年,公司营收分别为24.23亿元、25.07亿元和24.21亿元;归母净利润分别为9698.50万元、1.63亿元和1.42亿元。2020年公司的营收和净利润同比均为负增长。\n2018年-2020年,公司综合毛利率分别为45.24%、45.43%和 44.57%,出现一定程度的下滑。粽子销量也同样下滑,2018年-2020年,五芳斋粽子的销量分别为5027.25万kg、5024.15万kg、4462.05万kg。\n与此同时,是公司主要产品系列销售单价的提升。2018年-2020年,五芳斋粽子的销售单价从2.99元/100g上涨至3.68元/100g,涨幅达23.1%;月饼则从2018年的64.91元/kg上涨至74.42元/kg,涨幅达14.65%。\n截至 2020年 12月 31日,公司共拥有169家直营店、合作经营店43家。而在招股书中披露的各直营店相关经营指标显示,在2020年至少有118家直营门店处于亏损状态,有25家合作门店亏损。相比2018年203家的直营门店,三年之间净减少34家。\n同时,根据招股书披露的子公司经营情况,包括五芳斋餐饮、杭州五芳斋、上海优米一家、香港五芳斋、澳门五芳斋在内的多家子公司在2020年的净利润均为负值。\n老字号的新颜\n在国内,老字号品牌多以餐饮企业为主,老字号的品牌老化问题一直是明显的桎梏。根据商务部流通产业促进中心发布的《老字号数字化转型与创新发展报告》(下简称“老字号报告”)显示,在1128家中华老字号企业中,食品餐饮类企业占比高达约50%。报告提到,老字号企业的“老”“旧”“弱”等问题对其数字化转型发展造成一定程度的阻碍。\n而对于品牌焕新问题,企业们都在想方设法抓住当下代表消费主力的年轻人。五芳斋一直在致力于“破圈”,在B站,有用户戏称五芳斋是被卖粽子耽误的电影厂,称其为“五芳影业”。2017年,环时互动公司开始负责五芳斋的互联网营销,先后推出《还乡记》《招待所》等广告短片,今年端午节前夕,五芳斋推出了故事片《寻找李小芳》。\n这背后是“老”品牌对抓住新型消费者的急迫与焦虑。\n华鑫证券食品饮料分析师万蓉在接受采访时指出,总体上来说,老字号的餐饮企业在产品创新、品牌运作、多元化发展等方面落后于新兴品牌。现在的消费环境已经发生了深度变化,从产品为王、到渠道为王、再到现在的消费者为王,在消费者体验方面老字号可能还需要更多的思考和改革。\n上述老字号报告提示,未来老字号品牌可有5大发展方向,涉及加快推进数字化转型、大力开展全渠道运营、不断提升产品创新力、深入挖掘历史文化价值、持续推进体制改革。\n万蓉同时表示,“老字号”的珍贵在于它通过文化穿透所呈现出的经典,是社会发展的缩影,也是历史发展的见证者。如果能利用好这些点,在国货国潮路上找到适合自己的新打法,把话题和流量转化为实实在在的消费力,“老字号”也可以焕发新活力。\n未来走向哪\n五芳斋未来三年的发展战略是:未来三年,公司以消费者体验为核心,以“糯米”为主线,围绕“端午、中秋、春节、元宵、清明、七夕、重阳”等中华节令场景,重点打造高价值产品线。以“热爱中国味”为品牌主张,加强消费者沟通,引导消费者,形成“五芳斋=中华节令美食”的品牌心智认知,并实现品牌年轻化及品牌持续增值的目标。\n对于“五芳斋=中华节令美食”这一的品牌定位,品牌定位专家、红箭头品牌营销公司总经理张健分析指出,五芳斋试图用“热爱中国味”作为品牌主张,这没有问题,与消费者沟通也没有问题。但把“五芳斋=中华节令美食”是存在诸多不足的。“中华节令美食”并不是一个具象的、可衡量的 “产品”,把品牌等同于“中华节令美食”的价值并不大。\n并且,五芳斋提出,将扩大公司月饼、绿豆糕、蛋黄酥等焙烤类食品以及汤圆、烧卖、馄饨等速冻类食品的生产能力。但需要注意的是,在糕点、速冻食品领域,五芳斋还要面临来自于广州酒家、三全食品、安井食品等多家企业的强势竞争。张健指出,对于五芳斋而言,突破单一品类的束缚有一定难度。这是因为,在消费者的认知中,五芳斋已与粽子深度捆绑,五芳斋就是粽子,粽子就是五芳斋。“实际上,这对于五芳斋来讲是优势。突破单一品类可以通过新品牌来创建,虽然短期效果没那么明显,但长期来看,这对于企业是有利的。”\n新品类、新业务是市场对于五芳斋接下来的期待方向。万蓉表示,接下来会比较关注五芳斋在其他产品类别或者现有品类下新产品的研发和创新突破,“从财报中可以发现,50%以上的营收都发生在二季度,也就是传统的端午节前后。粽子的市场规模还相对有限。在已经做到行业龙头、市占率第一的情况下,未来企业的发展空间更多还是要来自于新品类的开发与创新。”\n在招股书中,五芳斋的门店拓展规划指出,直营门店将在2021年增加8家,2022年增加13家,2023年增加30家。但具体的全国性扩张的步伐,五芳斋并未提及。同时,对于突破单一品类的具体规划招股书中也没有提及,坊间流传按照五芳斋董事长厉建平2018年的计划,五芳斋计划在2021年将粽子营收占比降至50%以下。从现有数据来看,该目标还仍未达成。对于上述情况,记者联系五芳斋方面并发送采访提纲,了解具体计划,截至发稿,尚未获得回应。\n张健指出,五芳斋应该重新思考自己的战略,是选择多品牌还是品牌延伸。即便是品牌延伸,也要有一定的边界,要考虑消费者对五芳斋的认知范围及企业的能力边界。","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117781193,"gmtCreate":1623160824012,"gmtModify":1704197383592,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117781193","repostId":"1180401775","repostType":4,"repost":{"id":"1180401775","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":1623160529,"share":"https://www.laohu8.com/m/news/1180401775?lang=&edition=full","pubTime":"2021-06-08 21:55","market":"us","language":"zh","title":"【异动】散户抱团股暴涨,游戏驿站涨超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180401775","media":"老虎资讯综合","summary":"6月8日,散户抱团股集体发力拉升,游戏驿站涨超20%,高斯电子涨超12%,黑莓涨超7%,AMC院线涨近6%。周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。","content":"<p>6月8日,散户抱团股集体发力拉升,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超20%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超12%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超7%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨近6%。</p><p>周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。有券商已经采取行动,将AMC院线和游戏驿站的保证金要求提高到100%,这意味着投资者需要用现金购买这两只证券。</p><p><img src=\"https://static.tigerbbs.com/98e0075756d5292a3b8bcd86e1085893\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></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/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月8日,散户抱团股集体发力拉升,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超20%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超12%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超7%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨近6%。</p><p>周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。有券商已经采取行动,将AMC院线和游戏驿站的保证金要求提高到100%,这意味着投资者需要用现金购买这两只证券。</p><p><img src=\"https://static.tigerbbs.com/98e0075756d5292a3b8bcd86e1085893\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2946b9cd4befcf808691bc00a8ecb1be","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180401775","content_text":"6月8日,散户抱团股集体发力拉升,游戏驿站涨超20%,高斯电子涨超12%,黑莓涨超7%,AMC院线涨近6%。周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。有券商已经采取行动,将AMC院线和游戏驿站的保证金要求提高到100%,这意味着投资者需要用现金购买这两只证券。","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112473432,"gmtCreate":1622909646027,"gmtModify":1704193211810,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112473432","repostId":"1195814090","repostType":4,"repost":{"id":"1195814090","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":1622866667,"share":"https://www.laohu8.com/m/news/1195814090?lang=&edition=full","pubTime":"2021-06-05 12:17","market":"sh","language":"zh","title":"摩根大通旗下基金4月大手笔加仓茅台和五粮液","url":"https://stock-news.laohu8.com/highlight/detail?id=1195814090","media":"老虎资讯综合","summary":"全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环","content":"<p>全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环比增加1410.06%。截至4月底,“摩根中国A股机会基金”持有五粮液的市值约为18.97亿港元(约折合15.65亿元人民币),持有贵州茅台的市值约为16.40亿港元(约折合13.53亿元人民币)。(中国证券报)</p>\n<p></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>摩根大通旗下基金4月大手笔加仓茅台和五粮液</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; 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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摩根大通旗下基金4月大手笔加仓茅台和五粮液\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-05 12:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环比增加1410.06%。截至4月底,“摩根中国A股机会基金”持有五粮液的市值约为18.97亿港元(约折合15.65亿元人民币),持有贵州茅台的市值约为16.40亿港元(约折合13.53亿元人民币)。(中国证券报)</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aba16b4f88c90908701f4ff26fee613c","relate_stocks":{"600519":"贵州茅台","000858":"五粮液"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195814090","content_text":"全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环比增加1410.06%。截至4月底,“摩根中国A股机会基金”持有五粮液的市值约为18.97亿港元(约折合15.65亿元人民币),持有贵州茅台的市值约为16.40亿港元(约折合13.53亿元人民币)。(中国证券报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112537080,"gmtCreate":1622884282340,"gmtModify":1704192979567,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/112537080","repostId":"2141540084","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118870255,"gmtCreate":1622728987677,"gmtModify":1704189939948,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/118870255","repostId":"1164838585","repostType":4,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113308501,"gmtCreate":1622592832603,"gmtModify":1704186848966,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113308501","repostId":"1171929437","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134131461,"gmtCreate":1622210718653,"gmtModify":1704181587062,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134131461","repostId":"1185375400","repostType":4,"repost":{"id":"1185375400","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":1622204864,"share":"https://www.laohu8.com/m/news/1185375400?lang=&edition=full","pubTime":"2021-05-28 20:27","market":"us","language":"zh","title":"盘前:史诗级逼空延续!AMC一度暴涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185375400","media":"老虎资讯综合","summary":"5月28日,美国三大股指上涨,截至发稿,道指期货涨0.46%;标普500指数期货涨0.35%;纳斯达克100指数期货涨0.33%。盘前行情部分WSB概念股上涨,截至发稿,AMC涨超12%(盘前一度涨超","content":"<p>5月28日,美国三大股指上涨,截至发稿,道指期货涨0.46%;标普500指数期货涨0.35%;纳斯达克100指数期货涨0.33%。<img src=\"https://static.tigerbbs.com/4aae29bc65b3adbaa535ed4832f4249e\" tg-width=\"828\" tg-height=\"243\" referrerpolicy=\"no-referrer\"><b>盘前行情</b></p><p>部分WSB概念股上涨,截至发稿,AMC涨超12%(盘前一度涨超20%),<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超8%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨超6%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超1%。现在,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>已经超过了游戏驿站,成为了美国散户论坛WallStreetBets上最受喜爱的股票。有分析师表示,这个月以来散户们似乎对币圈失去了激情,因此重新回到股市来寻找机会,尤其是WallStreetBets等平台上的散户们又活跃了起来。</p><p>美股区块链概念股盘前走弱,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超5%,Riot Blockchain、Marathon Patent跌超4%,Bit Digital跌超2%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超1%,其暂停787 Dreamliner交付,这可能会进一步给波音的财务带来压力,交付量也将低于该公司CEO上月设定的预期,即计划每月向客户交付10至12架787 Dreamliner。</p><p><a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>盘前涨超7%,2021财年全年直播GMV达138.55亿元,同比增长38.1%。</p><p><a href=\"https://laohu8.com/S/LIZI\">荔枝</a>盘前涨逾10%,新的荔枝App已被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>App Store推荐为其特色应用之一。</p><p>Palantir盘前上涨2%,市场消息:Palantir与美军签署价值1.11亿美元的合同。</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>盘前涨近5%,第一财季净利同比大增374%。</p><p><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>盘前涨超2%,<a href=\"https://laohu8.com/S/GS\">高盛</a>指汇控退出美国财富管理及个人银行业务(WPB)可改善其盈利能力。</p><p><a href=\"https://laohu8.com/S/GOTU\">高途</a>盘前跌超5%,高途回应裁员:配合学前教育新规,对组织架构调整 。公司表示将停止小早启蒙面向3-6岁儿童的招生工作,并据此对组织架构和人员进行调整。</p><p><a href=\"https://laohu8.com/S/YY\">欢聚集团</a>盘前跌超3%,一季度全球移动设备平均月活用户同比降15.1%</p><p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>盘前跌超6%,公司CEO表示供应短缺将持续到今年年底。</p><p><b>欧洲市场</b></p><p>欧洲主要股指集体上涨,截至发稿,德国DAX30指数涨0.61%,法国CAC40涨0.66%,欧洲斯托克50涨0.62%。<img src=\"https://static.tigerbbs.com/8b17c6c40dab2508c348733027598673\" tg-width=\"821\" tg-height=\"358\" referrerpolicy=\"no-referrer\"><b>原油</b></p><p>美、布两油上涨,截止发稿,WTI原油涨0.58%,报67.23美元/桶;布伦特原油涨0.48%,报69.53美元/桶。</p><p>美油上涨,美国经济数据表现强劲,市场预期第三季度全球燃料需求强劲反弹,并对伊朗供应回归影响的担忧有所缓解。由于美国经济数据强劲,且市场愈发认为如果伊朗核协议重启,将不会立即取消对伊朗的制裁,且石油市场不会很快出现供应过剩,油价因此走高,本周布伦特原油和美国原油周均有望上涨5%-6%。</p><p><b>黄金</b></p><p>现货黄金日内微跌,截止发稿,跌0.25%,报1891.00美元/盎司。</p><p>金价回落,主要美债收益率攀升和共和党正式提出的基建计划,给金价带来短线下行压力,不过美国财政部长耶伦通胀是暂时的言论限制了金价的跌幅。目前市场焦点转向晚间即将公布的美国PCE通胀数据。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前:史诗级逼空延续!AMC一度暴涨20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前:史诗级逼空延续!AMC一度暴涨20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-28 20:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月28日,美国三大股指上涨,截至发稿,道指期货涨0.46%;标普500指数期货涨0.35%;纳斯达克100指数期货涨0.33%。<img src=\"https://static.tigerbbs.com/4aae29bc65b3adbaa535ed4832f4249e\" tg-width=\"828\" tg-height=\"243\" referrerpolicy=\"no-referrer\"><b>盘前行情</b></p><p>部分WSB概念股上涨,截至发稿,AMC涨超12%(盘前一度涨超20%),<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超8%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨超6%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超1%。现在,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>已经超过了游戏驿站,成为了美国散户论坛WallStreetBets上最受喜爱的股票。有分析师表示,这个月以来散户们似乎对币圈失去了激情,因此重新回到股市来寻找机会,尤其是WallStreetBets等平台上的散户们又活跃了起来。</p><p>美股区块链概念股盘前走弱,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超5%,Riot Blockchain、Marathon Patent跌超4%,Bit Digital跌超2%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超1%,其暂停787 Dreamliner交付,这可能会进一步给波音的财务带来压力,交付量也将低于该公司CEO上月设定的预期,即计划每月向客户交付10至12架787 Dreamliner。</p><p><a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>盘前涨超7%,2021财年全年直播GMV达138.55亿元,同比增长38.1%。</p><p><a href=\"https://laohu8.com/S/LIZI\">荔枝</a>盘前涨逾10%,新的荔枝App已被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>App Store推荐为其特色应用之一。</p><p>Palantir盘前上涨2%,市场消息:Palantir与美军签署价值1.11亿美元的合同。</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>盘前涨近5%,第一财季净利同比大增374%。</p><p><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>盘前涨超2%,<a href=\"https://laohu8.com/S/GS\">高盛</a>指汇控退出美国财富管理及个人银行业务(WPB)可改善其盈利能力。</p><p><a href=\"https://laohu8.com/S/GOTU\">高途</a>盘前跌超5%,高途回应裁员:配合学前教育新规,对组织架构调整 。公司表示将停止小早启蒙面向3-6岁儿童的招生工作,并据此对组织架构和人员进行调整。</p><p><a href=\"https://laohu8.com/S/YY\">欢聚集团</a>盘前跌超3%,一季度全球移动设备平均月活用户同比降15.1%</p><p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>盘前跌超6%,公司CEO表示供应短缺将持续到今年年底。</p><p><b>欧洲市场</b></p><p>欧洲主要股指集体上涨,截至发稿,德国DAX30指数涨0.61%,法国CAC40涨0.66%,欧洲斯托克50涨0.62%。<img src=\"https://static.tigerbbs.com/8b17c6c40dab2508c348733027598673\" tg-width=\"821\" tg-height=\"358\" referrerpolicy=\"no-referrer\"><b>原油</b></p><p>美、布两油上涨,截止发稿,WTI原油涨0.58%,报67.23美元/桶;布伦特原油涨0.48%,报69.53美元/桶。</p><p>美油上涨,美国经济数据表现强劲,市场预期第三季度全球燃料需求强劲反弹,并对伊朗供应回归影响的担忧有所缓解。由于美国经济数据强劲,且市场愈发认为如果伊朗核协议重启,将不会立即取消对伊朗的制裁,且石油市场不会很快出现供应过剩,油价因此走高,本周布伦特原油和美国原油周均有望上涨5%-6%。</p><p><b>黄金</b></p><p>现货黄金日内微跌,截止发稿,跌0.25%,报1891.00美元/盎司。</p><p>金价回落,主要美债收益率攀升和共和党正式提出的基建计划,给金价带来短线下行压力,不过美国财政部长耶伦通胀是暂时的言论限制了金价的跌幅。目前市场焦点转向晚间即将公布的美国PCE通胀数据。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯","AMC":"AMC院线","BA":"波音",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","RIOT":"Riot Platforms","MOGU":"蘑菇街"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185375400","content_text":"5月28日,美国三大股指上涨,截至发稿,道指期货涨0.46%;标普500指数期货涨0.35%;纳斯达克100指数期货涨0.33%。盘前行情部分WSB概念股上涨,截至发稿,AMC涨超12%(盘前一度涨超20%),高斯电子涨超8%,Express涨超6%,游戏驿站、黑莓涨超1%。现在,AMC院线已经超过了游戏驿站,成为了美国散户论坛WallStreetBets上最受喜爱的股票。有分析师表示,这个月以来散户们似乎对币圈失去了激情,因此重新回到股市来寻找机会,尤其是WallStreetBets等平台上的散户们又活跃了起来。美股区块链概念股盘前走弱,嘉楠科技跌超5%,Riot Blockchain、Marathon Patent跌超4%,Bit Digital跌超2%。波音盘前跌超1%,其暂停787 Dreamliner交付,这可能会进一步给波音的财务带来压力,交付量也将低于该公司CEO上月设定的预期,即计划每月向客户交付10至12架787 Dreamliner。蘑菇街盘前涨超7%,2021财年全年直播GMV达138.55亿元,同比增长38.1%。荔枝盘前涨逾10%,新的荔枝App已被苹果App Store推荐为其特色应用之一。Palantir盘前上涨2%,市场消息:Palantir与美军签署价值1.11亿美元的合同。Salesforce盘前涨近5%,第一财季净利同比大增374%。汇丰控股盘前涨超2%,高盛指汇控退出美国财富管理及个人银行业务(WPB)可改善其盈利能力。高途盘前跌超5%,高途回应裁员:配合学前教育新规,对组织架构调整 。公司表示将停止小早启蒙面向3-6岁儿童的招生工作,并据此对组织架构和人员进行调整。欢聚集团盘前跌超3%,一季度全球移动设备平均月活用户同比降15.1%惠普盘前跌超6%,公司CEO表示供应短缺将持续到今年年底。欧洲市场欧洲主要股指集体上涨,截至发稿,德国DAX30指数涨0.61%,法国CAC40涨0.66%,欧洲斯托克50涨0.62%。原油美、布两油上涨,截止发稿,WTI原油涨0.58%,报67.23美元/桶;布伦特原油涨0.48%,报69.53美元/桶。美油上涨,美国经济数据表现强劲,市场预期第三季度全球燃料需求强劲反弹,并对伊朗供应回归影响的担忧有所缓解。由于美国经济数据强劲,且市场愈发认为如果伊朗核协议重启,将不会立即取消对伊朗的制裁,且石油市场不会很快出现供应过剩,油价因此走高,本周布伦特原油和美国原油周均有望上涨5%-6%。黄金现货黄金日内微跌,截止发稿,跌0.25%,报1891.00美元/盎司。金价回落,主要美债收益率攀升和共和党正式提出的基建计划,给金价带来短线下行压力,不过美国财政部长耶伦通胀是暂时的言论限制了金价的跌幅。目前市场焦点转向晚间即将公布的美国PCE通胀数据。","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134139784,"gmtCreate":1622210666248,"gmtModify":1704181584108,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134139784","repostId":"1161339967","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134130172,"gmtCreate":1622210626096,"gmtModify":1704181581329,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134130172","repostId":"1121649348","repostType":4,"repost":{"id":"1121649348","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":1622208665,"share":"https://www.laohu8.com/m/news/1121649348?lang=&edition=full","pubTime":"2021-05-28 21:31","market":"us","language":"zh","title":"开盘:三大指数集体高开,AMC院线涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121649348","media":"老虎资讯综合","summary":"5月28日,美股三大指数集体高开,道指涨0.40%,纳指涨0.41%,标普500指数涨0.34%。高途跌近6%,报道称高途集团小早启蒙项目被砍,将大批裁员。WSB概念股多数走高,AMC院线涨20%,高","content":"<p>5月28日,美股三大指数集体高开,道指涨0.40%,纳指涨0.41%,标普500指数涨0.34%。</p><p><img src=\"https://static.tigerbbs.com/cd75fdf22f666f8ed7e0f140b02bf670\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近6%,报道称<a href=\"https://laohu8.com/S/GOTU\">高途</a>集团小早启蒙项目被砍,将大批裁员。</p><p>WSB概念股多数走高,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨20%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨15%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超3%。</p><p><a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨10%,2021财年全年直播GMV达138.55亿元,同比增长38.1%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>跌1.4%,此前表示将暂停787 Dreamliner交付。</p><p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>跌超7%,公司CEO表示供应短缺将持续到今年年底。</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>涨超7%,第一财季净利同比大增374%</p><p><a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨超10%,消息面上蘑菇街公布截至2021年3月31日的2021财年第四季度及全年财务业绩。财报显示,该公司Q4总营收9086.4万元,上年同期1.19亿元,同比下降23.64%;净亏损为1.09亿元,上年同期1.42亿元;基本和摊薄后每ADS亏损均为1.07元,上年同期为1.30元。</p><p>Palantir Technologies涨近3%,公司已与美国特种作战司令部签署总价值为1.11亿美元的合同,其中,公司被授予在合同执行后价值5250万美元的选择权协议。该份合同的基本期限为一年,选择权期限为一年。</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>开盘:三大指数集体高开,AMC院线涨20%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘:三大指数集体高开,AMC院线涨20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-28 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月28日,美股三大指数集体高开,道指涨0.40%,纳指涨0.41%,标普500指数涨0.34%。</p><p><img src=\"https://static.tigerbbs.com/cd75fdf22f666f8ed7e0f140b02bf670\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近6%,报道称<a href=\"https://laohu8.com/S/GOTU\">高途</a>集团小早启蒙项目被砍,将大批裁员。</p><p>WSB概念股多数走高,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨20%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨15%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超3%。</p><p><a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨10%,2021财年全年直播GMV达138.55亿元,同比增长38.1%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>跌1.4%,此前表示将暂停787 Dreamliner交付。</p><p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>跌超7%,公司CEO表示供应短缺将持续到今年年底。</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>涨超7%,第一财季净利同比大增374%</p><p><a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨超10%,消息面上蘑菇街公布截至2021年3月31日的2021财年第四季度及全年财务业绩。财报显示,该公司Q4总营收9086.4万元,上年同期1.19亿元,同比下降23.64%;净亏损为1.09亿元,上年同期1.42亿元;基本和摊薄后每ADS亏损均为1.07元,上年同期为1.30元。</p><p>Palantir Technologies涨近3%,公司已与美国特种作战司令部签署总价值为1.11亿美元的合同,其中,公司被授予在合同执行后价值5250万美元的选择权协议。该份合同的基本期限为一年,选择权期限为一年。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121649348","content_text":"5月28日,美股三大指数集体高开,道指涨0.40%,纳指涨0.41%,标普500指数涨0.34%。高途跌近6%,报道称高途集团小早启蒙项目被砍,将大批裁员。WSB概念股多数走高,AMC院线涨20%,高斯电子涨15%,游戏驿站涨超3%。蘑菇街涨10%,2021财年全年直播GMV达138.55亿元,同比增长38.1%。波音跌1.4%,此前表示将暂停787 Dreamliner交付。惠普跌超7%,公司CEO表示供应短缺将持续到今年年底。Salesforce涨超7%,第一财季净利同比大增374%蘑菇街涨超10%,消息面上蘑菇街公布截至2021年3月31日的2021财年第四季度及全年财务业绩。财报显示,该公司Q4总营收9086.4万元,上年同期1.19亿元,同比下降23.64%;净亏损为1.09亿元,上年同期1.42亿元;基本和摊薄后每ADS亏损均为1.07元,上年同期为1.30元。Palantir Technologies涨近3%,公司已与美国特种作战司令部签署总价值为1.11亿美元的合同,其中,公司被授予在合同执行后价值5250万美元的选择权协议。该份合同的基本期限为一年,选择权期限为一年。","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138680576,"gmtCreate":1621933999495,"gmtModify":1704364692180,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138680576","repostId":"2138165945","repostType":4,"repost":{"id":"2138165945","pubTimestamp":1621931258,"share":"https://www.laohu8.com/m/news/2138165945?lang=&edition=full","pubTime":"2021-05-25 16:27","market":"us","language":"zh","title":"爱奇艺财报:赚点钱为什么那么难?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138165945","media":"金融外参 ","summary":"专注娱乐、兴趣长视频的爱奇艺,跌在了“饭圈”上。\n5月6日晚,爱奇艺官方微博就“倒奶事件”发文致歉并宣布停播成团之夜、调整节目规则、取消打投通道。本是粉丝、偶像双向奔赴的美好故事,因爱奇艺疏忽中止了,","content":"<p>专注娱乐、兴趣长视频的<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>,跌在了“饭圈”上。</p>\n<p>5月6日晚,爱奇艺官方<a href=\"https://laohu8.com/S/WB\">微博</a>就“倒奶事件”发文致歉并宣布停播成团之夜、调整节目规则、取消打投通道。本是粉丝、偶像双向奔赴的美好故事,因爱奇艺疏忽中止了,此消息一出网络上均是追星一族退钱、还钱、赔钱的讨伐声。</p>\n<p>至此,《青春有你3》停播参赛选手的花路终止,爱奇艺彻底得罪“饭圈”,也就相当于断了“粉丝经济”这条财路。不仅如此,“青3事故”还引发市场众怒,爱奇艺会员涨价的事情也被网友翻出来鞭尸,爱奇艺股价应声而跌。</p>\n<p>与此同时,爱奇艺发布了2021年一季度财报,成立11年的爱奇艺依旧苦于盈利。</p>\n<p><b>01</b></p>\n<p><b>继续亏损</b></p>\n<p>2021年了,率先提出会员涨价的爱奇艺还逃不出亏损困局。具体财报显示,一季度爱奇艺营收80亿元,同比增长4%,市场预期76.74亿元;净亏损13亿元,上年同期亏损29亿元,亏损进一步缩窄。</p>\n<p>其中,爱奇艺会员服务收入为43亿元,截至今年三月底,爱奇艺总订阅会员人数为1.053亿,一季度订阅会员数增长了360万,海外市场整体MAU较上季度增长77%。显然,作为爱奇艺主要营收来源,拉动会员数量增长,持续挖掘会员付费潜力依旧是爱奇艺运营的重心。</p>\n<p>另外,品牌广告行业回暖广告主品牌投放预算加大,一季度爱奇艺广告营收实现收19亿元人民币(约合2.925亿美元),同比增长25%。爱奇艺官方也指出,广告营收增长得益于宏观经济的复苏,品牌广告预算和品牌广告主的数量都出现了反弹。</p>\n<p>再有,本季度爱奇艺的内容发行实现收入7.791亿元人民币(约合1.189亿美元),同比增长29%。其他营收第一季度贡献收入9.610亿元人民币(约合1.467亿美元),相比去年同期增长了10%。</p>\n<p>整体来看,爱奇艺一季度多项业务呈现增长态势,不过由于高度依赖在线广告和付费会员两大业务,以及内容成本过高且“一鱼多吃”模式扔在探索阶段,爱奇艺短时间内很难实现盈利。</p>\n<p>网络公开数据显示:2018年至2020年,爱奇艺在线广告业务连续下滑;与此同时,爱奇艺会员付费数减少,在2020年爱奇艺付费会员数同比下降4.95%,而会员业务增长放缓或者留存会员数出现波动直接影响营收。</p>\n<p>成本重压、核心业务遇阻,爱奇艺盈利能力更显疲弱,几乎陷入停滞状态。爱奇艺2015年-2020年的净亏损分别为25.75亿元、30.74亿元、37.37亿元、90亿元、103亿元和70亿元,6年累计亏损已经超过350亿元。</p>\n<p>总之,无论是广告业务还是会员付费都需要内容支撑,影响爱奇艺发展的终是内容质量,因此在内容匮乏的当下,爱奇艺“焦虑”了。</p>\n<p><b>02</b></p>\n<p><b>内容匮乏引焦虑</b></p>\n<p>2021年了,长视频版权之争已逐渐落下帷幕,长视频平台想要通过传统渠道获取优质版权的机会在减少,自制剧成为长视频平台新的选择。另外,受疫情影响2020年线下影视剧拍摄几乎停滞,优质影视作品随之减少。</p>\n<p>根据爱奇艺内部的分析,2020年和2021年1-4月以SVOD模式上线的票房过亿的电影的数量相比2019年同期分别下降约一半,其中以好莱坞电影为主的海外电影数量分别下降超过一半。</p>\n<p>与之相对应的是,爱奇艺内容成本下降。财报数据显示,2021年第一季度,爱奇艺的营收成本与2020年同期相比下降10%, 这主要归因于内容成本和带宽成本的下降。其中,第一季度内容成本为54亿元人民币(约合8.296亿美元),与2020年同期相比下降8%。</p>\n<p>对爱奇艺来说,优质内容是核心竞争力也是生存的根本,所以优质内容的获取和制造刻不容缓。爱奇艺创始人、董事兼首席执行官龚宇也曾明确的指示:“通过优质内容,吸引付费会员,依然是爱奇艺的“生存命脉”。”</p>\n<p>从《赘婿》、《小舍得》两大热播剧来看,爱奇艺制造爆款影视剧的初心不改,内容成本也依旧占营业成本和营业收入较高的比重。只不过,爱奇艺更注重降本增效了,《赘婿》和《小舍得》都没有像以往一样采用流量明星来引流,大大降低了影视剧制作成本。</p>\n<p>另外,随着用户对影视剧质量要求不断提高,“大IP+大明星”模式出爆款的机率在降低,视频平台制造爆款影视剧变得更艰难。</p>\n<p>以往,“大IP+流量明星”的组合出爆款的几率较大,但随着越来越多的流量明星失去号召力以及大IP改编剧遭诟病,如何制造爆款影视剧成为长视频平台共同的“心病”,爱奇艺也不列外。</p>\n<p>面对爆款制作难题,爱奇艺选择以量取胜的策略,通过提升内容质量和数量,来提高产生爆款概率。据悉爱奇艺在2021、2022年将有高达33部电影作品陆续上映,动漫、热门小说改编剧、儿童内容影视剧也只多不少。</p>\n<p>方今,高质量内容的产出与会员付费率息息相关,而内容数量和质量的提升以及影视剧内容的宣发,都需要资源、资金、人力还支持,十分考验平台的综合实力。作为国内长视频领域的佼佼者,爱奇艺需要建立足够有强大的内容输出生态系,才有可能保持领先地位。</p>\n<p><b>03</b></p>\n<p><b>出海捞金不容易</b></p>\n<p>随着互联网的普及、影视剧文化输出速度的加快,国产剧同步在海外播出已是大势所趋。据广电总局数据显示,电视剧是当前中国电视节目国际传播中最主要的节目类型,占全国电视节目出口的比重约70% ,已出口到全球200多个国家和地区。</p>\n<p>在此情景下,爱奇艺、<a href=\"https://laohu8.com/S/00700\">腾讯</a>视频、B站等平台纷纷出海捞金,不断开垦海外市场的“视频荒地”。</p>\n<p>爱奇艺在推进海外探索进程的同时,保持了领先优势。财报数据显示,爱奇艺2021第一季度整体MAU较上季度增长77%,新增下载量在东南亚多个国家和地区稳居TOP5,特别是在泰国、马来西亚等国家和地区长期保持第一。</p>\n<p>B站、腾讯视频也不断加快出海的步伐,海外长视频市场战况激烈程度不亚于国内市场。</p>\n<p>腾讯视频方面,自2019年6月宣布推出WeTV,并在在印尼、菲律宾和马来西亚等国家和地区落地之后,2020年2月又再次宣布已经进军印尼、越南、印度和马来西亚等多个国家和地区,与爱奇艺出海地高度重合。</p>\n<p>同样的,2020年12月有媒体爆料,Bilibili(简称“B站”)已在泰国和马来西亚发布当地语言版本。对此,B站回应称:“该App是<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>在东南亚地区发布的官方独立应用”,确定了B站进军东南亚市场的传言。</p>\n<p>当然,爱奇艺在海外视频市场除了需要对抗强敌之外,还需应对各国文化差异、政策法规以及本土视频平台的压力。也就是说,海外市场有很大的增长空间也有很多未知的挑战,爱奇艺在征战海外市场任重道远。</p>","source":"lsy1606712527231","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>爱奇艺财报:赚点钱为什么那么难?</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; 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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爱奇艺财报:赚点钱为什么那么难?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 16:27 北京时间 <a href=https://36kr.com/p/1239588008660615><strong>金融外参 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专注娱乐、兴趣长视频的爱奇艺,跌在了“饭圈”上。\n5月6日晚,爱奇艺官方微博就“倒奶事件”发文致歉并宣布停播成团之夜、调整节目规则、取消打投通道。本是粉丝、偶像双向奔赴的美好故事,因爱奇艺疏忽中止了,此消息一出网络上均是追星一族退钱、还钱、赔钱的讨伐声。\n至此,《青春有你3》停播参赛选手的花路终止,爱奇艺彻底得罪“饭圈”,也就相当于断了“粉丝经济”这条财路。不仅如此,“青3事故”还引发市场众怒,...</p>\n\n<a href=\"https://36kr.com/p/1239588008660615\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f48fbc541b07547e95dfb5b1221fb6ed","relate_stocks":{"IQ":"爱奇艺"},"source_url":"https://36kr.com/p/1239588008660615","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138165945","content_text":"专注娱乐、兴趣长视频的爱奇艺,跌在了“饭圈”上。\n5月6日晚,爱奇艺官方微博就“倒奶事件”发文致歉并宣布停播成团之夜、调整节目规则、取消打投通道。本是粉丝、偶像双向奔赴的美好故事,因爱奇艺疏忽中止了,此消息一出网络上均是追星一族退钱、还钱、赔钱的讨伐声。\n至此,《青春有你3》停播参赛选手的花路终止,爱奇艺彻底得罪“饭圈”,也就相当于断了“粉丝经济”这条财路。不仅如此,“青3事故”还引发市场众怒,爱奇艺会员涨价的事情也被网友翻出来鞭尸,爱奇艺股价应声而跌。\n与此同时,爱奇艺发布了2021年一季度财报,成立11年的爱奇艺依旧苦于盈利。\n01\n继续亏损\n2021年了,率先提出会员涨价的爱奇艺还逃不出亏损困局。具体财报显示,一季度爱奇艺营收80亿元,同比增长4%,市场预期76.74亿元;净亏损13亿元,上年同期亏损29亿元,亏损进一步缩窄。\n其中,爱奇艺会员服务收入为43亿元,截至今年三月底,爱奇艺总订阅会员人数为1.053亿,一季度订阅会员数增长了360万,海外市场整体MAU较上季度增长77%。显然,作为爱奇艺主要营收来源,拉动会员数量增长,持续挖掘会员付费潜力依旧是爱奇艺运营的重心。\n另外,品牌广告行业回暖广告主品牌投放预算加大,一季度爱奇艺广告营收实现收19亿元人民币(约合2.925亿美元),同比增长25%。爱奇艺官方也指出,广告营收增长得益于宏观经济的复苏,品牌广告预算和品牌广告主的数量都出现了反弹。\n再有,本季度爱奇艺的内容发行实现收入7.791亿元人民币(约合1.189亿美元),同比增长29%。其他营收第一季度贡献收入9.610亿元人民币(约合1.467亿美元),相比去年同期增长了10%。\n整体来看,爱奇艺一季度多项业务呈现增长态势,不过由于高度依赖在线广告和付费会员两大业务,以及内容成本过高且“一鱼多吃”模式扔在探索阶段,爱奇艺短时间内很难实现盈利。\n网络公开数据显示:2018年至2020年,爱奇艺在线广告业务连续下滑;与此同时,爱奇艺会员付费数减少,在2020年爱奇艺付费会员数同比下降4.95%,而会员业务增长放缓或者留存会员数出现波动直接影响营收。\n成本重压、核心业务遇阻,爱奇艺盈利能力更显疲弱,几乎陷入停滞状态。爱奇艺2015年-2020年的净亏损分别为25.75亿元、30.74亿元、37.37亿元、90亿元、103亿元和70亿元,6年累计亏损已经超过350亿元。\n总之,无论是广告业务还是会员付费都需要内容支撑,影响爱奇艺发展的终是内容质量,因此在内容匮乏的当下,爱奇艺“焦虑”了。\n02\n内容匮乏引焦虑\n2021年了,长视频版权之争已逐渐落下帷幕,长视频平台想要通过传统渠道获取优质版权的机会在减少,自制剧成为长视频平台新的选择。另外,受疫情影响2020年线下影视剧拍摄几乎停滞,优质影视作品随之减少。\n根据爱奇艺内部的分析,2020年和2021年1-4月以SVOD模式上线的票房过亿的电影的数量相比2019年同期分别下降约一半,其中以好莱坞电影为主的海外电影数量分别下降超过一半。\n与之相对应的是,爱奇艺内容成本下降。财报数据显示,2021年第一季度,爱奇艺的营收成本与2020年同期相比下降10%, 这主要归因于内容成本和带宽成本的下降。其中,第一季度内容成本为54亿元人民币(约合8.296亿美元),与2020年同期相比下降8%。\n对爱奇艺来说,优质内容是核心竞争力也是生存的根本,所以优质内容的获取和制造刻不容缓。爱奇艺创始人、董事兼首席执行官龚宇也曾明确的指示:“通过优质内容,吸引付费会员,依然是爱奇艺的“生存命脉”。”\n从《赘婿》、《小舍得》两大热播剧来看,爱奇艺制造爆款影视剧的初心不改,内容成本也依旧占营业成本和营业收入较高的比重。只不过,爱奇艺更注重降本增效了,《赘婿》和《小舍得》都没有像以往一样采用流量明星来引流,大大降低了影视剧制作成本。\n另外,随着用户对影视剧质量要求不断提高,“大IP+大明星”模式出爆款的机率在降低,视频平台制造爆款影视剧变得更艰难。\n以往,“大IP+流量明星”的组合出爆款的几率较大,但随着越来越多的流量明星失去号召力以及大IP改编剧遭诟病,如何制造爆款影视剧成为长视频平台共同的“心病”,爱奇艺也不列外。\n面对爆款制作难题,爱奇艺选择以量取胜的策略,通过提升内容质量和数量,来提高产生爆款概率。据悉爱奇艺在2021、2022年将有高达33部电影作品陆续上映,动漫、热门小说改编剧、儿童内容影视剧也只多不少。\n方今,高质量内容的产出与会员付费率息息相关,而内容数量和质量的提升以及影视剧内容的宣发,都需要资源、资金、人力还支持,十分考验平台的综合实力。作为国内长视频领域的佼佼者,爱奇艺需要建立足够有强大的内容输出生态系,才有可能保持领先地位。\n03\n出海捞金不容易\n随着互联网的普及、影视剧文化输出速度的加快,国产剧同步在海外播出已是大势所趋。据广电总局数据显示,电视剧是当前中国电视节目国际传播中最主要的节目类型,占全国电视节目出口的比重约70% ,已出口到全球200多个国家和地区。\n在此情景下,爱奇艺、腾讯视频、B站等平台纷纷出海捞金,不断开垦海外市场的“视频荒地”。\n爱奇艺在推进海外探索进程的同时,保持了领先优势。财报数据显示,爱奇艺2021第一季度整体MAU较上季度增长77%,新增下载量在东南亚多个国家和地区稳居TOP5,特别是在泰国、马来西亚等国家和地区长期保持第一。\nB站、腾讯视频也不断加快出海的步伐,海外长视频市场战况激烈程度不亚于国内市场。\n腾讯视频方面,自2019年6月宣布推出WeTV,并在在印尼、菲律宾和马来西亚等国家和地区落地之后,2020年2月又再次宣布已经进军印尼、越南、印度和马来西亚等多个国家和地区,与爱奇艺出海地高度重合。\n同样的,2020年12月有媒体爆料,Bilibili(简称“B站”)已在泰国和马来西亚发布当地语言版本。对此,B站回应称:“该App是哔哩哔哩在东南亚地区发布的官方独立应用”,确定了B站进军东南亚市场的传言。\n当然,爱奇艺在海外视频市场除了需要对抗强敌之外,还需应对各国文化差异、政策法规以及本土视频平台的压力。也就是说,海外市场有很大的增长空间也有很多未知的挑战,爱奇艺在征战海外市场任重道远。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131021569,"gmtCreate":1621817548651,"gmtModify":1704362668626,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131021569","repostId":"2137184683","repostType":4,"repost":{"id":"2137184683","pubTimestamp":1621814678,"share":"https://www.laohu8.com/m/news/2137184683?lang=&edition=full","pubTime":"2021-05-24 08:04","market":"hk","language":"zh","title":"恒指季检结果出炉!这些个股有望晋升港股通标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2137184683","media":"智通财经网","summary":"5月21日,恒生指数有限公司(“恒生指数公司”)宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日(星期一)起生效。根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。","content":"<p>5月21日,恒生指数有限公司(“恒生指数公司”) 宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日 (星期一) 起生效。</p>\n<p>根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。</p>\n<p><b>一、已被纳入恒生综合中型指数的成份股,一定会被纳入港股通标的的4家公司</b><img src=\"https://static.tigerbbs.com/b0e33fd1c2f3956a99cf07315b18b6ea\" tg-width=\"607\" tg-height=\"180\" referrerpolicy=\"no-referrer\"><b>二、其他有可能被纳入港股通标的的2家公司</b><img src=\"https://static.tigerbbs.com/652bd58a295437306cda7b1c9ea7963a\" tg-width=\"607\" tg-height=\"122\" referrerpolicy=\"no-referrer\">(文章来源:智通财经网)</p>","source":"eastmoney_highlight","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>恒指季检结果出炉!这些个股有望晋升港股通标的</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; 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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恒指季检结果出炉!这些个股有望晋升港股通标的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 08:04 北京时间 <a href=http://stock.eastmoney.com/a/202105211931753542_0.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月21日,恒生指数有限公司(“恒生指数公司”) 宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日 (星期一) 起生效。\n根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。\n一、已被纳入恒生综合中型指数的成份股,一定会被纳入...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202105211931753542_0.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/eb186aadd3b75b4d999192e0c06e8e03","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"source_url":"http://stock.eastmoney.com/a/202105211931753542_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137184683","content_text":"5月21日,恒生指数有限公司(“恒生指数公司”) 宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日 (星期一) 起生效。\n根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。\n一、已被纳入恒生综合中型指数的成份股,一定会被纳入港股通标的的4家公司二、其他有可能被纳入港股通标的的2家公司(文章来源:智通财经网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131021138,"gmtCreate":1621817534824,"gmtModify":1704362666630,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131021138","repostId":"2137218721","repostType":4,"repost":{"id":"2137218721","pubTimestamp":1621814832,"share":"https://www.laohu8.com/m/news/2137218721?lang=&edition=full","pubTime":"2021-05-24 08:07","market":"us","language":"zh","title":"中金:恒指季检影响有多大,资金流入情况如何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2137218721","media":"中金点睛","summary":" 恒生指数公司周五晚间公布了其定期的一季度指数调整结果,涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。 1) 恒生指数:此次调整纳入比亚迪股份、碧桂园服务和信义光能3只股票,纳入权重分别为0.98%、0.97%和0.46%;无成分股被剔除。","content":"<p>恒生指数公司周五(5月21日)晚间公布了其定期的一季度指数调整结果(一般在季度截止后8周公布),涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。</p><p><b>恒生、国企和科技指数:恒生指数扩容至58只;更多新经济公司获纳入</b></p><p>成分股变化:<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>服务、<a href=\"https://laohu8.com/S/00968\">信义光能</a>和恒大物产分获纳入恒指与国企;<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>和<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>纳入科技指数</p><p>1) 恒生指数:此次调整纳入<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>和信义光能3只股票,纳入权重分别为0.98%、0.97%和0.46%;无成分股被剔除。调整后成分股数量扩容,由55只增加至58只。此外,由于恒指成分股权重上限统一设定为8%,因此<a href=\"https://laohu8.com/S/01299\">友邦保险</a>和<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>权重分别下调2.24ppt和1.38ppt,而美团和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>则作为同股不同权和二次上市公司,突破5%的原有上限,分别上升3.43ppt和1.74ppt至7.71%至7.33%。</p><p>2) 恒生国企:此次纳入比亚迪股份和<a href=\"https://laohu8.com/S/06666\">恒大物业</a>2家公司,纳入权重分别为1.43%和0.67%,同时剔除3家公司,为<a href=\"https://laohu8.com/S/00788\">中国铁塔</a>、<a href=\"https://laohu8.com/S/00270\">粤海投资</a>和<a href=\"https://laohu8.com/S/600050\">中国联通</a>,剔除前权重分别为0.59%、0.42%和0.34%。调整后成分股由51只重置至50支。此外,权重变化较大还有美团-W(增加3.64ppt至8%)和阿里巴巴(增加2.31ppt至8%),主要受益于国企指数同样也将二次上市和同股不同权公司权重上限由5%提升至8%。</p><p>3) 恒生科技:纳入汽车之家-S和哔哩哔哩-SW 2家公司,剔除<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>、<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>和<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>。成分股数量由31支重置为30支。其中权重变化较大的快手、哔哩哔哩和美团分别增加1.37%、1.27%和1.17%;相反,<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>、鸿腾精密和祖龙娱乐的权重从剔除前的0.15%、0.19%和0.75%分别降至0。</p><p>上述纳入名单与我们此前预览的结果存在部分差异,《恒指季度调整预览:关注系统性优化后的新面貌》),主要原因在于尽管上市被纳入公司都在我们根据量化标准筛选的长名单里,但最终筛选的纳入短名单却无据可循,部分是根据恒生指数调整委员会的主观选择,因此存在加大的预测难度。此外,此次适逢恒指系统性优化后的首次调整,新调整标准的变化也会带来一定影响,如最终成分股个数。</p><p><b>潜在被动资金流向影响:关注对碧桂园服务、恒大物业等正面影响;以及友邦、粤海投资的负面冲击</b></p><p>基于当前Bloomberg汇总,追踪恒生指数的ETF资金规模约为221亿美元,追踪国企指数和恒生科技指数的ETF资金规模分别约为49亿美元和5亿美元。结合上述成分股权重变化,我们测算了其潜在被动资金流向。进一步结合个股过去3个月日均成交额,便可以测算被动资金变化可能带来的影响:</p><p>1) 恒生指数:被动资金流入所需时间最多的碧桂园服务、比亚迪、信义光能、美团、阿里巴巴,预计需要2.5至0.5天不等;所需交易被动资金流出中,预计友邦保险、<a href=\"https://laohu8.com/S/00016\">新鸿基地产</a>和<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>分别需要1.8、0.8和0.7天。</p><p>2) 恒生国企:被动资金流入所需时间最多的恒大物业和比亚迪,预计交易时间为1.8和0.3天;所需交易被动资金流出中,粤海投资、中国铁塔和<a href=\"https://laohu8.com/S/00762\">中国联通</a>所需要的交易资金流出时间最长,在1至0.4天左右。</p><p>3) 恒生科技:预计快手、哔哩哔哩和美团-W将出现659万、611万和563万美元的资金流入;小米、阿里巴巴和中兴通讯预计将出现775万、443万和361万美元资金流出。潜在流入和流出所需交易平均在0.1天左右。</p><p>图表:追踪恒生指数、恒生国企指数和恒生科技指数的ETF基金规模</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/16/w550h266/20210524/027b-kqpyffz0296614.png\" tg-width=\"550\" tg-height=\"266\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日</p><p>图表:恒生指数调整与潜在被动资金流向测算<img src=\"http://n.sinaimg.cn/finance/crawl/701/w550h151/20210524/ba4e-kqpyffz0296647.png\" tg-width=\"550\" tg-height=\"151\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p>图表:国企指数调整与资金流向</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/754/w550h204/20210524/14d9-kqpyffz0296701.png\" tg-width=\"550\" tg-height=\"204\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p>图表:恒生科技指数调整与资金流向</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/703/w550h153/20210524/a018-kqpyffz0296728.png\" tg-width=\"550\" tg-height=\"153\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p><b>恒生指数新面貌:系统优化“初试牛刀”</b></p><p>1) 恒生指数扩容:根据恒指公司3月发布的咨询结果,2022年中前成分股数将由目前的55只增至80只,最终远期目标为100只。此次恒指调整成分股由55只小幅增加至58只,可能是避免一次性冲击过大,但扩容趋势已经显现。</p><p>2) 行业代表性提升:参照恒指公司的对行业分类,即7个行业组,我们发现地产建筑业、其他和非必需及必需性消费板块(工业、能源业、原材料业和综合企业)覆盖度此次均有所提升,覆盖度分别增加4.0ppt、2.7ppt和2.0ppt至40.5%、32.6%和35.3%。对照恒指公司在咨询意见中给出的模拟结果,此次调整后的各行业覆盖度仍有较大差距,主要是由于成分股数量还远低于目标所致,不过进一步优化的大方向仍将得到体现,我们预计新经济占比将进一步提升。</p><p>图表:恒指优化调整后,非必需及必需性消费和地产建筑业以及其他板块的行业市场覆盖度有所提升</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/92/w550h342/20210524/9323-kqpyffz0296769.png\" tg-width=\"550\" tg-height=\"342\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,Wind,中金公司研究部</p><p>图表:同时,资讯科技业在恒指中的比重较调整前将有明显提升</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/88/w550h338/20210524/c8fd-kqpyffz0296804.png\" tg-width=\"550\" tg-height=\"338\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,Wind,<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</p><p>3) 龙头公司权重调整:此次调整统一将恒生和国企指数成分股上限改为8%(调整前普通成分股上限为10%,但二次上市和同股不同权公司的上限为5%),我们注意到恒指中友邦保险和腾讯控股权重有所下调,而美团和阿里巴巴有所上调。在恒生国企指数中,美团和阿里巴巴权重上限同样得到提升。</p><p>综合来看,在上述系统优化后,恒生和国企指数的新经济板块占比均有所提升。具体来看,恒生和国企指数的新经济板块占比分别从调整前的40.2%和55.1%提升至44.3%和58%,尤其是可选消费板块,其权重分别从15.6%和18.6%大幅提升至21.4%和25.4%。</p><p>图表:恒生指数优化后新经济占比在40%的基础上进一步提升至44%<img src=\"http://n.sinaimg.cn/finance/crawl/100/w550h350/20210524/1a75-kqpyffz0296843.png\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,Wind,中金公司研究部</p><p>图表:同时,恒生国企指数调整后新经济比重也进一步提升,占比达到58%<img src=\"http://n.sinaimg.cn/finance/crawl/103/w550h353/20210524/cb50-kqpyffz0296860.jpg\" tg-width=\"550\" tg-height=\"353\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,Wind,中金公司研究部</p><p><b>港股通调整:3家公司可能符合港股通纳入条件</b></p><p>由于此次是季度指数调整,因此对于每半年度调整一次的恒生综合指数而言,只有符合快速纳入机制的股票才考虑纳入。具体而言,此次有4家公司纳入指数,分别为<a href=\"https://laohu8.com/S/02158\">医渡科技</a>、心通医疗-B、汽车之家-S和诺辉健康-B;无标的剔除。</p><p>根据指数公司公布的恒生综指的调整情况,并结合港股通纳入的额外要求,医渡科技、心通医疗-B和诺辉健康-B这3家公司可能符合被纳入港股通投资范围的条件;而汽车之家-S由于是二次上市公司,因此尚不符合沪港通纳入标准。</p><p>图表:因恒生综指调整可能带来的港股通投资范围调整<img src=\"http://n.sinaimg.cn/finance/crawl/626/w550h76/20210524/a2a2-kqpyffz0296874.png\" tg-width=\"550\" tg-height=\"76\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p><b>时间表:指数和沪港通调整6月7日生效</b></p><p>时间安排上,上述指数调整结果将于6月7日(星期一)正式实施。在此期间,部分主动型资金仍不排除会根据调整公布结果采取一定的套利操作,但被动资金为了最大程度上减少追踪误差将选择在生效前一个交易日(即6月4日)调仓。届时相关股票成交或将会出现远大于平时的“异常放量”情形,特别是在尾盘。</p><p>在6月7日指数调整生效后,上海与深圳交易所会在随后(具体时间视交易所公布而定)以此为依据相应调整沪深港通的可投资标的范围。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金:恒指季检影响有多大,资金流入情况如何?</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; 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.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中金:恒指季检影响有多大,资金流入情况如何?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 08:07 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-05-24/doc-ikmyaawc7116355.shtml><strong>中金点睛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>恒生指数公司周五(5月21日)晚间公布了其定期的一季度指数调整结果(一般在季度截止后8周公布),涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。恒生、国企和科技指数:恒生指数扩容至58只;更多新经济公司获纳入成分股变化:比亚迪、碧桂园服务、信义光能和恒大物产分获纳入恒指与...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-05-24/doc-ikmyaawc7116355.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/740/w550h190/20210524/b466-kqpyffz0296559.jpg","relate_stocks":{"513600":"恒生指数ETF","01211":"比亚迪股份","002594":"比亚迪","02833":"恒指ETF","06098":"碧桂园服务"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-05-24/doc-ikmyaawc7116355.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2137218721","content_text":"恒生指数公司周五(5月21日)晚间公布了其定期的一季度指数调整结果(一般在季度截止后8周公布),涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。恒生、国企和科技指数:恒生指数扩容至58只;更多新经济公司获纳入成分股变化:比亚迪、碧桂园服务、信义光能和恒大物产分获纳入恒指与国企;汽车之家和哔哩哔哩纳入科技指数1) 恒生指数:此次调整纳入比亚迪股份、碧桂园服务和信义光能3只股票,纳入权重分别为0.98%、0.97%和0.46%;无成分股被剔除。调整后成分股数量扩容,由55只增加至58只。此外,由于恒指成分股权重上限统一设定为8%,因此友邦保险和腾讯控股权重分别下调2.24ppt和1.38ppt,而美团和阿里巴巴则作为同股不同权和二次上市公司,突破5%的原有上限,分别上升3.43ppt和1.74ppt至7.71%至7.33%。2) 恒生国企:此次纳入比亚迪股份和恒大物业2家公司,纳入权重分别为1.43%和0.67%,同时剔除3家公司,为中国铁塔、粤海投资和中国联通,剔除前权重分别为0.59%、0.42%和0.34%。调整后成分股由51只重置至50支。此外,权重变化较大还有美团-W(增加3.64ppt至8%)和阿里巴巴(增加2.31ppt至8%),主要受益于国企指数同样也将二次上市和同股不同权公司权重上限由5%提升至8%。3) 恒生科技:纳入汽车之家-S和哔哩哔哩-SW 2家公司,剔除中兴通讯、鸿腾精密和祖龙娱乐。成分股数量由31支重置为30支。其中权重变化较大的快手、哔哩哔哩和美团分别增加1.37%、1.27%和1.17%;相反,中兴通讯、鸿腾精密和祖龙娱乐的权重从剔除前的0.15%、0.19%和0.75%分别降至0。上述纳入名单与我们此前预览的结果存在部分差异,《恒指季度调整预览:关注系统性优化后的新面貌》),主要原因在于尽管上市被纳入公司都在我们根据量化标准筛选的长名单里,但最终筛选的纳入短名单却无据可循,部分是根据恒生指数调整委员会的主观选择,因此存在加大的预测难度。此外,此次适逢恒指系统性优化后的首次调整,新调整标准的变化也会带来一定影响,如最终成分股个数。潜在被动资金流向影响:关注对碧桂园服务、恒大物业等正面影响;以及友邦、粤海投资的负面冲击基于当前Bloomberg汇总,追踪恒生指数的ETF资金规模约为221亿美元,追踪国企指数和恒生科技指数的ETF资金规模分别约为49亿美元和5亿美元。结合上述成分股权重变化,我们测算了其潜在被动资金流向。进一步结合个股过去3个月日均成交额,便可以测算被动资金变化可能带来的影响:1) 恒生指数:被动资金流入所需时间最多的碧桂园服务、比亚迪、信义光能、美团、阿里巴巴,预计需要2.5至0.5天不等;所需交易被动资金流出中,预计友邦保险、新鸿基地产和汇丰控股分别需要1.8、0.8和0.7天。2) 恒生国企:被动资金流入所需时间最多的恒大物业和比亚迪,预计交易时间为1.8和0.3天;所需交易被动资金流出中,粤海投资、中国铁塔和中国联通所需要的交易资金流出时间最长,在1至0.4天左右。3) 恒生科技:预计快手、哔哩哔哩和美团-W将出现659万、611万和563万美元的资金流入;小米、阿里巴巴和中兴通讯预计将出现775万、443万和361万美元资金流出。潜在流入和流出所需交易平均在0.1天左右。图表:追踪恒生指数、恒生国企指数和恒生科技指数的ETF基金规模资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日图表:恒生指数调整与潜在被动资金流向测算资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期图表:国企指数调整与资金流向资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期图表:恒生科技指数调整与资金流向资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期恒生指数新面貌:系统优化“初试牛刀”1) 恒生指数扩容:根据恒指公司3月发布的咨询结果,2022年中前成分股数将由目前的55只增至80只,最终远期目标为100只。此次恒指调整成分股由55只小幅增加至58只,可能是避免一次性冲击过大,但扩容趋势已经显现。2) 行业代表性提升:参照恒指公司的对行业分类,即7个行业组,我们发现地产建筑业、其他和非必需及必需性消费板块(工业、能源业、原材料业和综合企业)覆盖度此次均有所提升,覆盖度分别增加4.0ppt、2.7ppt和2.0ppt至40.5%、32.6%和35.3%。对照恒指公司在咨询意见中给出的模拟结果,此次调整后的各行业覆盖度仍有较大差距,主要是由于成分股数量还远低于目标所致,不过进一步优化的大方向仍将得到体现,我们预计新经济占比将进一步提升。图表:恒指优化调整后,非必需及必需性消费和地产建筑业以及其他板块的行业市场覆盖度有所提升资料来源:Bloomberg,Wind,中金公司研究部图表:同时,资讯科技业在恒指中的比重较调整前将有明显提升资料来源:Bloomberg,Wind,中金公司研究部3) 龙头公司权重调整:此次调整统一将恒生和国企指数成分股上限改为8%(调整前普通成分股上限为10%,但二次上市和同股不同权公司的上限为5%),我们注意到恒指中友邦保险和腾讯控股权重有所下调,而美团和阿里巴巴有所上调。在恒生国企指数中,美团和阿里巴巴权重上限同样得到提升。综合来看,在上述系统优化后,恒生和国企指数的新经济板块占比均有所提升。具体来看,恒生和国企指数的新经济板块占比分别从调整前的40.2%和55.1%提升至44.3%和58%,尤其是可选消费板块,其权重分别从15.6%和18.6%大幅提升至21.4%和25.4%。图表:恒生指数优化后新经济占比在40%的基础上进一步提升至44%资料来源:Bloomberg,Wind,中金公司研究部图表:同时,恒生国企指数调整后新经济比重也进一步提升,占比达到58%资料来源:Bloomberg,Wind,中金公司研究部港股通调整:3家公司可能符合港股通纳入条件由于此次是季度指数调整,因此对于每半年度调整一次的恒生综合指数而言,只有符合快速纳入机制的股票才考虑纳入。具体而言,此次有4家公司纳入指数,分别为医渡科技、心通医疗-B、汽车之家-S和诺辉健康-B;无标的剔除。根据指数公司公布的恒生综指的调整情况,并结合港股通纳入的额外要求,医渡科技、心通医疗-B和诺辉健康-B这3家公司可能符合被纳入港股通投资范围的条件;而汽车之家-S由于是二次上市公司,因此尚不符合沪港通纳入标准。图表:因恒生综指调整可能带来的港股通投资范围调整资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日;预测值为Bloomberg一致预期时间表:指数和沪港通调整6月7日生效时间安排上,上述指数调整结果将于6月7日(星期一)正式实施。在此期间,部分主动型资金仍不排除会根据调整公布结果采取一定的套利操作,但被动资金为了最大程度上减少追踪误差将选择在生效前一个交易日(即6月4日)调仓。届时相关股票成交或将会出现远大于平时的“异常放量”情形,特别是在尾盘。在6月7日指数调整生效后,上海与深圳交易所会在随后(具体时间视交易所公布而定)以此为依据相应调整沪深港通的可投资标的范围。","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194733911,"gmtCreate":1621399458433,"gmtModify":1704357004794,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194733911","repostId":"312925574","repostType":1,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192765553,"gmtCreate":1621231928972,"gmtModify":1704354333613,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192765553","repostId":"1177886120","repostType":4,"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192765178,"gmtCreate":1621231901394,"gmtModify":1704354333936,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192765178","repostId":"1140629708","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196912436,"gmtCreate":1621004467625,"gmtModify":1704351889752,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/7eca02ddce76f88581dfda9475f2baf6","width":"1125","height":"2249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196912436","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":199646303,"gmtCreate":1620702535702,"gmtModify":1704347023763,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi???","listText":"Hi???","text":"Hi???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199646303","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199648403,"gmtCreate":1620702522902,"gmtModify":1704347023119,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi???","listText":"Hi???","text":"Hi???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199648403","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199669224,"gmtCreate":1620700361568,"gmtModify":1704346976471,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199669224","repostId":"2134265445","repostType":4,"repost":{"id":"2134265445","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1620698907,"share":"https://www.laohu8.com/m/news/2134265445?lang=&edition=full","pubTime":"2021-05-11 10:08","market":"us","language":"zh","title":"高盛:QE或已达到顶峰,这是市场接下来会发生的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2134265445","media":"Wind万得","summary":"香港万得通讯社报道,随着五月来临,高盛等投行纷纷转向看跌美股走势。高盛策略师认为,全球量化宽松或已见顶,而大型科技股向顺周期的板块轮动还将延续。\n具体来看,高盛对于基本面给出了三大预测:\n1、商业情绪","content":"<p>香港万得通讯社报道,随着五月来临,<a href=\"https://laohu8.com/S/GS\">高盛</a>等投行纷纷转向看跌美股走势。高盛策略师认为,全球量化宽松或已见顶,而大型科技股向顺周期的板块轮动还将延续。</p>\n<p>具体来看,高盛对于基本面给出了三大预测:</p>\n<p>1、商业情绪可能已经见顶。本周开始,ISM制造业指数从64.7明显下滑至60.7。</p>\n<p>2、全球量化宽松(QE)可能已经见顶。英国央行(BoE)出人意料地减少了量化宽松计划,标志着英国货币政策的转折点。与此同时,正如<a href=\"https://laohu8.com/S/BAC\">美国银行</a>(BofA)的迈克尔•哈特尼特(Michael Hartnett)所计算的那样,四大央行的量化宽松规模将从20年的8.5万亿美元降至21年的3.4万亿美元,到2022年降至0.4万亿美元。而在第二季度/第三季度,“宏观经济复苏越强,缩减幅度就越快、越大。”</p>\n<p>3、就业增长可能已经见顶。上周,四月非农就业报告表现令人失望,该报告显示仅新增26.6万个就业岗位,而预期新增100万个或更多。失业率也上升到了6.1%(因为越来越多的人在找工作),平均时薪增长了0.7%,而经济学家们普遍认为没有增长。</p>\n<p>基于这些预期,从市场的角度来看,高盛预测有限的通胀风险和温和的货币政策——美联储将在2022年初开始缩减购债规模,并在2024年初开始加息——现在至少与美国增长预期中的剩余缺口同等重要。</p>\n<p>展望未来,高盛认为全球复苏将持续扩大。该行的大宗商品策略师一直直言不讳地表示,他们对石油和铜持积极看法,而外汇策略师则表示,他们对欧元大幅升值和美元在今年剩余时间内全面走软重拾信心。在利率方面,高盛仍然认为市场对美联储首次加息的定价过早。在信贷方面,估值上升了,但仍保持着质量下降的倾向,因为经济预测应会支持企业现金流,而美联储仍将提供大力支持。同样,股市也因经济改善而受到好评,但考虑到目前的全球扩张和友好的政策环境,发达市场和新兴市场仍将进一步上扬。</p>\n<p><b>“富人税”将打击FAAMG</b></p>\n<p>FAAMG (<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>是过去5年最好的投资之一,科技的惊人进步推动了科技巨头获得了巨额利润。</p>\n<p>但是高盛首席美国股票策略师David Kostin警告说,如果拜登政府明年加税的幅度加大,备受投资者青睐的FAAMG将面临进一步回调。</p>\n<p>该策略时表示:“如果拜登公司税计划得到全面实施,FAAMG 2022年预计收益将比普遍预期下降约9%。”相比之下,按照新的企业税税率,标准普尔500指数的收益将减少8%。</p>\n<p>Kostin说,FAAMG的股票也容易受到资本利得税增加的影响。“如果资本利得税在2022年上调,受较高税率影响的投资者可能会选择在2021年以较低的现行税率实现部分可观的资本利得。”FAAMG的股票在过去5年里升值了5万亿美元,占同期标普500市值增长的29%。</p>\n<p>Kostin补充说:“拜登总统提出的税制改革计划将提高公司和资本利得税率,这可能是FAAMG股票的风险来源。”</p>\n<p>可以这么说,FAAMG的支持者们似乎没有准备好迎接新一届政府改变的局面。高盛的研究发现,FAAMG股票的预期市盈率(P/E)为29倍,而标准普尔500指数中其余495只股票的预期市盈率为21倍。自1980年以来,五大股票34%的溢价仅排在第76百分位。</p>\n<p>仅这5只股票就占了标普500指数市值的21%。这不仅明显高于14%的长期平均水平,而且也高于2000年科技泡沫高峰时的18%。</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>高盛:QE或已达到顶峰,这是市场接下来会发生的事</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; 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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高盛:QE或已达到顶峰,这是市场接下来会发生的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-05-11 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>香港万得通讯社报道,随着五月来临,<a href=\"https://laohu8.com/S/GS\">高盛</a>等投行纷纷转向看跌美股走势。高盛策略师认为,全球量化宽松或已见顶,而大型科技股向顺周期的板块轮动还将延续。</p>\n<p>具体来看,高盛对于基本面给出了三大预测:</p>\n<p>1、商业情绪可能已经见顶。本周开始,ISM制造业指数从64.7明显下滑至60.7。</p>\n<p>2、全球量化宽松(QE)可能已经见顶。英国央行(BoE)出人意料地减少了量化宽松计划,标志着英国货币政策的转折点。与此同时,正如<a href=\"https://laohu8.com/S/BAC\">美国银行</a>(BofA)的迈克尔•哈特尼特(Michael Hartnett)所计算的那样,四大央行的量化宽松规模将从20年的8.5万亿美元降至21年的3.4万亿美元,到2022年降至0.4万亿美元。而在第二季度/第三季度,“宏观经济复苏越强,缩减幅度就越快、越大。”</p>\n<p>3、就业增长可能已经见顶。上周,四月非农就业报告表现令人失望,该报告显示仅新增26.6万个就业岗位,而预期新增100万个或更多。失业率也上升到了6.1%(因为越来越多的人在找工作),平均时薪增长了0.7%,而经济学家们普遍认为没有增长。</p>\n<p>基于这些预期,从市场的角度来看,高盛预测有限的通胀风险和温和的货币政策——美联储将在2022年初开始缩减购债规模,并在2024年初开始加息——现在至少与美国增长预期中的剩余缺口同等重要。</p>\n<p>展望未来,高盛认为全球复苏将持续扩大。该行的大宗商品策略师一直直言不讳地表示,他们对石油和铜持积极看法,而外汇策略师则表示,他们对欧元大幅升值和美元在今年剩余时间内全面走软重拾信心。在利率方面,高盛仍然认为市场对美联储首次加息的定价过早。在信贷方面,估值上升了,但仍保持着质量下降的倾向,因为经济预测应会支持企业现金流,而美联储仍将提供大力支持。同样,股市也因经济改善而受到好评,但考虑到目前的全球扩张和友好的政策环境,发达市场和新兴市场仍将进一步上扬。</p>\n<p><b>“富人税”将打击FAAMG</b></p>\n<p>FAAMG (<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>是过去5年最好的投资之一,科技的惊人进步推动了科技巨头获得了巨额利润。</p>\n<p>但是高盛首席美国股票策略师David Kostin警告说,如果拜登政府明年加税的幅度加大,备受投资者青睐的FAAMG将面临进一步回调。</p>\n<p>该策略时表示:“如果拜登公司税计划得到全面实施,FAAMG 2022年预计收益将比普遍预期下降约9%。”相比之下,按照新的企业税税率,标准普尔500指数的收益将减少8%。</p>\n<p>Kostin说,FAAMG的股票也容易受到资本利得税增加的影响。“如果资本利得税在2022年上调,受较高税率影响的投资者可能会选择在2021年以较低的现行税率实现部分可观的资本利得。”FAAMG的股票在过去5年里升值了5万亿美元,占同期标普500市值增长的29%。</p>\n<p>Kostin补充说:“拜登总统提出的税制改革计划将提高公司和资本利得税率,这可能是FAAMG股票的风险来源。”</p>\n<p>可以这么说,FAAMG的支持者们似乎没有准备好迎接新一届政府改变的局面。高盛的研究发现,FAAMG股票的预期市盈率(P/E)为29倍,而标准普尔500指数中其余495只股票的预期市盈率为21倍。自1980年以来,五大股票34%的溢价仅排在第76百分位。</p>\n<p>仅这5只股票就占了标普500指数市值的21%。这不仅明显高于14%的长期平均水平,而且也高于2000年科技泡沫高峰时的18%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"GS":"高盛"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134265445","content_text":"香港万得通讯社报道,随着五月来临,高盛等投行纷纷转向看跌美股走势。高盛策略师认为,全球量化宽松或已见顶,而大型科技股向顺周期的板块轮动还将延续。\n具体来看,高盛对于基本面给出了三大预测:\n1、商业情绪可能已经见顶。本周开始,ISM制造业指数从64.7明显下滑至60.7。\n2、全球量化宽松(QE)可能已经见顶。英国央行(BoE)出人意料地减少了量化宽松计划,标志着英国货币政策的转折点。与此同时,正如美国银行(BofA)的迈克尔•哈特尼特(Michael Hartnett)所计算的那样,四大央行的量化宽松规模将从20年的8.5万亿美元降至21年的3.4万亿美元,到2022年降至0.4万亿美元。而在第二季度/第三季度,“宏观经济复苏越强,缩减幅度就越快、越大。”\n3、就业增长可能已经见顶。上周,四月非农就业报告表现令人失望,该报告显示仅新增26.6万个就业岗位,而预期新增100万个或更多。失业率也上升到了6.1%(因为越来越多的人在找工作),平均时薪增长了0.7%,而经济学家们普遍认为没有增长。\n基于这些预期,从市场的角度来看,高盛预测有限的通胀风险和温和的货币政策——美联储将在2022年初开始缩减购债规模,并在2024年初开始加息——现在至少与美国增长预期中的剩余缺口同等重要。\n展望未来,高盛认为全球复苏将持续扩大。该行的大宗商品策略师一直直言不讳地表示,他们对石油和铜持积极看法,而外汇策略师则表示,他们对欧元大幅升值和美元在今年剩余时间内全面走软重拾信心。在利率方面,高盛仍然认为市场对美联储首次加息的定价过早。在信贷方面,估值上升了,但仍保持着质量下降的倾向,因为经济预测应会支持企业现金流,而美联储仍将提供大力支持。同样,股市也因经济改善而受到好评,但考虑到目前的全球扩张和友好的政策环境,发达市场和新兴市场仍将进一步上扬。\n“富人税”将打击FAAMG\nFAAMG (Facebook(FB.US)、苹果、亚马逊、微软和谷歌是过去5年最好的投资之一,科技的惊人进步推动了科技巨头获得了巨额利润。\n但是高盛首席美国股票策略师David Kostin警告说,如果拜登政府明年加税的幅度加大,备受投资者青睐的FAAMG将面临进一步回调。\n该策略时表示:“如果拜登公司税计划得到全面实施,FAAMG 2022年预计收益将比普遍预期下降约9%。”相比之下,按照新的企业税税率,标准普尔500指数的收益将减少8%。\nKostin说,FAAMG的股票也容易受到资本利得税增加的影响。“如果资本利得税在2022年上调,受较高税率影响的投资者可能会选择在2021年以较低的现行税率实现部分可观的资本利得。”FAAMG的股票在过去5年里升值了5万亿美元,占同期标普500市值增长的29%。\nKostin补充说:“拜登总统提出的税制改革计划将提高公司和资本利得税率,这可能是FAAMG股票的风险来源。”\n可以这么说,FAAMG的支持者们似乎没有准备好迎接新一届政府改变的局面。高盛的研究发现,FAAMG股票的预期市盈率(P/E)为29倍,而标准普尔500指数中其余495只股票的预期市盈率为21倍。自1980年以来,五大股票34%的溢价仅排在第76百分位。\n仅这5只股票就占了标普500指数市值的21%。这不仅明显高于14%的长期平均水平,而且也高于2000年科技泡沫高峰时的18%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199669054,"gmtCreate":1620700341978,"gmtModify":1704346975823,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199669054","repostId":"2134663094","repostType":4,"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":118870255,"gmtCreate":1622728987677,"gmtModify":1704189939948,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/118870255","repostId":"1164838585","repostType":4,"repost":{"id":"1164838585","pubTimestamp":1622725363,"share":"https://www.laohu8.com/m/news/1164838585?lang=&edition=full","pubTime":"2021-06-03 21:02","market":"us","language":"zh","title":"深度解析:散户又嗨翻,这轮逼空的诱因和后果是什么","url":"https://stock-news.laohu8.com/highlight/detail?id=1164838585","media":"格隆汇","summary":"这场惊心动魄的多方混战,丝毫不亚于年初那场世纪变革。","content":"<p>周三,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>一度暴涨126%,数次初次熔断,截至收盘涨幅仍高达95.5%;<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>大涨超62%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>大涨超68%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超31%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨38%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨幅亦超过13%。</p><p>WSB概念股的再次振作,意味着年初那场惊世骇俗的散户逼空大战偃旗息鼓后,时隔数月,美国散户们卷土重来。</p><p>只不过这一次,舞台最中央的主角从游戏驿站换成了AMC。昨日大涨后,AMC的市值已突破300亿美元,超过游戏驿站。<b>当天以近400亿美元的交易量排名美股第一,足足是第二名特斯拉的三倍。</b></p><p><img src=\"https://static.tigerbbs.com/061520168da8949b83d102ab1434293f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>大洋彼岸的我们一觉醒来,只看到令人目瞪口呆的涨幅。但在我们看不到的地方,散户摇旗呐喊,空头手忙脚乱,还有多头浑水摸鱼快进快出。</p><p>这场惊心动魄的多方混战,丝毫不亚于年初那场世纪变革。</p><p><b>1 风乍起,吹皱一池春水</b></p><p>关于这场大战的开端,有人说,是因为一桶爆米花。</p><p>周三,AMC首席执行官亚当·阿隆在生命中表示,“借助AMC Investor Connect,可以与数以百万计的散户股东继续保持良好关系。毕竟,这些人才是AMC的拥有者,而我为他们工作。”</p><p>因此,AMC在其官网为散户投资者定制了名为“AMC Investor Connect”的计划。订阅股东将获得包括一盒免费爆米花、打折品和展映邀请等独家优惠,并可以与阿隆进行直接交流。</p><p><img src=\"https://static.tigerbbs.com/beb4131c99f66f5ac75ff8ab6d821f03\" tg-width=\"1170\" tg-height=\"1139\" referrerpolicy=\"no-referrer\"></p><p>但WSB论坛上的老哥们大多都是“人为财死”的亡命之徒,<b>对这些人来说,一桶爆米花远远不值得他们为之卖命,能触动他们的只有实实在在的Dollar。</b></p><p>也有人说,是因为万达的离场,重获“自由”的AMC才能“make the American film great again”。</p><p>5月23日早间,万达集团发布消息,公司已全部退出AMC董事会。一纸通告给长达9年的跨国联姻画上了一个句号,并且累计回笼了14.76亿美元资金,相较最初7亿元的投入也赚了一倍有余。</p><p>但截至周三收盘,AMC市值飙升至313亿美元。以此估算,万达至少少赚了25亿美元,约合159亿人民币。</p><p>万达虽然少赚,但不能说亏,AMC的大涨也跟万达清仓无关。<b>事实上,万达离场之后的一周内,AMC累计暴涨357%。但年初至今,AMC累计涨幅已经超过3000%。</b></p><p>因此AMC涨不涨,跟万达关系不大。</p><p>本次大涨真正的导火索,是AMC两天前发布的一则融资公告。</p><p>当地时间6月1日盘前,AMC宣布向Mudrick Capital Management发行850万股A类普通股,将融资2.305亿美元,增发价格为27.12美元/股,较上周五的收盘价高出3.8%。公告显示,这笔融资将用于收购影院资产、租赁以及投资,并探索去杠杆化的机会。</p><p>消息传来,股民振奋。当日开盘后再次大举买入AMC院线,股价一路高歌猛进,盘中一度大涨超28%,最终收盘涨幅仍高达22.66%,美股盘后,AMC院线继续拉升,大涨超18%。</p><p><img src=\"https://static.tigerbbs.com/94f4a6d6ccec8a9310044c4a7c213bdc\" tg-width=\"1170\" tg-height=\"709\" referrerpolicy=\"no-referrer\"></p><p>参与此次融资的Mudrick Capital可不是泛泛之辈,这家机构是AMC院线的重要股东,在去年12月底和今年1月初对AMC进行了大手笔投资,帮助后者避免了被破产清算。</p><p>在年初的第一波散户狂潮中,不但连续飙升的股价给Mudrick带来了丰厚回报;<b>并且它本身也通过做多AMC院线的债务和股票期权,并参与游戏驿站的交易,获利超2亿美元。</b></p><p>这家会赚钱的机构,这次又狠狠秀了一把操作。</p><p>6月1日刚刚参与了AMC的融资,当天盘中,Mudrick便抛售了其持有的所有AMC院线股份。按AMC周二最高价33.53美元计算,Mudrick一天以内最高可获利超过3.2亿人民币。</p><p>Mudrick的突然倒戈并没有熄灭散户们大举买入AMC的热情,AMC涨势随之又来了一个小高潮。大股东都撤了散户们还不撤,是谁给了他们这么大的信心?</p><p><b>2 谁嬴谁输,谁是下一个?</b></p><p>WSB论坛最火的话题从游戏驿站到狗狗币,最近又变成了AMC。这是个以“YOLO”为口号,以“梭哈”为行动准则的“专业炒股论坛”,一场硬仗打下来,又有用户得意洋洋晒出了自己的战绩。</p><p><img src=\"https://static.tigerbbs.com/e50d1f9114468c1ac7fcf8937d56730c\" tg-width=\"1169\" tg-height=\"1706\" referrerpolicy=\"no-referrer\"></p><p>这场大战,AMC肯定是躺赢。随着股价水涨船高,CEO阿隆持股价值从年初的约800万美元涨至超过2.2亿美元;套现离场的大股东Mudrick一天狂赚3.2亿人民币;最早买入的散户们当然也赚得盆满钵满。</p><p>那么是谁亏了?</p><p>当然还是空头们。数据显示,5月24日以来,做空AMC的机构累计损失超过18亿美元,今年以来的亏损额更是超过25亿美元。</p><p>今年前5个月,做空游戏驿站、AMC院线两家公司股票的华尔街空头累计亏损达到了92.5亿美元,折合人民币接近600亿元。</p><p>做空本就是愿赌服输的事,S3 Partners的最新数据显示,AMC院线有超过20%的流通股,即约9500万股被做空。</p><p><b>随着股价上涨,这些做空AMC的对冲基金将不断亏损,直到没有足够的保证金,只能被迫清盘,从市场上买回股票。这就是所谓的逼空。</b></p><p><img src=\"https://static.tigerbbs.com/6679b29ff4b817c7e0d4d396077c03e3\" tg-width=\"968\" tg-height=\"515\" referrerpolicy=\"no-referrer\"></p><p>数据来源:wind</p><p>空头清盘、被迫变多头,也就是散户大获全胜之时。这时卖出股票,散户可以将利益最大化。昨天AMC一路跳涨,最高到72.6美元,几乎超过期权最高行权价73美元。</p><p>所以说,这场战斗还没到结束的时候。</p><p><b>如果今晚散户再次把AMC股价拉到73美元之上,那就又有空头要遭殃了。</b>理论上,那时这些做市商已经没有了任何对冲手段,如果股票涨幅够大,足以让一批中型做市商破产。</p><p>问题来了,年初那波以游戏驿站为首的逼空大战,已经让不少空头们吃足了苦头,为什么他们还敢干。就像WSB论坛中所言:人们骂我们是智障,因为我们一次又一次买这些股票,但为什么那些空头要一次又一次做空它们?</p><p><img src=\"https://static.tigerbbs.com/83f426c1fa68fb88d6b528f684031656\" tg-width=\"1170\" tg-height=\"1945\" referrerpolicy=\"no-referrer\"></p><p><b>华尔街的大佬们不看好这只股票的原因,在于AMC公司连年陷入亏损。</b>2017年至2020年,AMC分别亏损4.87亿美元、1.1亿美元、1.5亿美元和45.9亿美元,今年一季度继续亏损5.67亿美元。</p><p>重资产模式下,连年的亏损使其债台高筑。目前,AMC总负债规模达127.8亿美元,其中流动负债15.9亿美元,而其账面现金及现金等价物仅有8.1亿美元,资产负债率高达121.8%。</p><p>同时,疫情之下,AMC院线还面临包括院线窗口期缩短、上映电影数量减少、影院关闭,和流媒体平台进攻等不利因素。</p><p>因此Mudrick称,AMC院线股价被明显高估,它不是一只可以长期投资的股票;来自MKM Partners的分析师Eric Handler则对AMC给出了只有每股1美元的目标价。</p><p>按常理来说,分析师们不看好这只股票再正常不过。不过,<b>问题在于AMC总共有320万个人投资者股东,散户持股比例达到总股本的80%。</b></p><p>这意味着,无论基本面如何,只要股票还没退市,哪怕再多华尔街机构唱空,如果散户们团结一致,这只股票就能永远涨下去。</p><p>彭博分析师Geetha Ranganathan表示,“个人投资者希望通过挤压做空者和对冲基金来改造华尔街”。</p><p>散户们对于战胜华尔街大佬们的游戏乐此不疲,这就是AMC坐上火箭升空的原因。</p><p><b>3 结语</b></p><p>围绕着AMC的多空博弈还没结束,今晚其股价能否拉上73美元关口将成为重要节点。</p><p>与此同时,逼空大战时,对冲基金不得不抛售一些其它股票来换取流动性,这将使整个美股再次掀起血雨腥风。</p><p>这一切归根结底,还要追究到2020年疫情时,美联储货币超发程度创下历史之最,极低的借贷成本和溢出的流动性推高了各种资产的价格所致。</p><p><b>WSB概念卷土重来,彰显了散户们的力量依旧恐怖。</b>去年AMC一度面临破产危机,但其一次次度过风险,资金链始终未曾断裂。最新一笔融资后,AMC的债务危机暂时缓解。疫苗渐渐普及,疫情最严峻的时刻也快要过去。</p><p>AMC的前景看起来一片光明,再加上散户们昂扬的热情,这一次,空头们恐怕依然不会有好果子吃。</p>","source":"gelonghui_highlight","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>深度解析:散户又嗨翻,这轮逼空的诱因和后果是什么</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深度解析:散户又嗨翻,这轮逼空的诱因和后果是什么\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 21:02 北京时间 <a href=https://www.gelonghui.com/p/468634><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三,AMC院线一度暴涨126%,数次初次熔断,截至收盘涨幅仍高达95.5%;3B家居大涨超62%,高斯电子大涨超68%,黑莓涨超31%,Express涨38%,游戏驿站涨幅亦超过13%。WSB概念股的再次振作,意味着年初那场惊世骇俗的散户逼空大战偃旗息鼓后,时隔数月,美国散户们卷土重来。只不过这一次,舞台最中央的主角从游戏驿站换成了AMC。昨日大涨后,AMC的市值已突破300亿美元,超过游戏驿站...</p>\n\n<a href=\"https://www.gelonghui.com/p/468634\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8cc57ed9442c6dfb543a82e73ab36c48","relate_stocks":{"BB":"黑莓","BBBY":"3B家居","EXPR":"Express, Inc.","KOSS":"高斯电子","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.gelonghui.com/p/468634","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1164838585","content_text":"周三,AMC院线一度暴涨126%,数次初次熔断,截至收盘涨幅仍高达95.5%;3B家居大涨超62%,高斯电子大涨超68%,黑莓涨超31%,Express涨38%,游戏驿站涨幅亦超过13%。WSB概念股的再次振作,意味着年初那场惊世骇俗的散户逼空大战偃旗息鼓后,时隔数月,美国散户们卷土重来。只不过这一次,舞台最中央的主角从游戏驿站换成了AMC。昨日大涨后,AMC的市值已突破300亿美元,超过游戏驿站。当天以近400亿美元的交易量排名美股第一,足足是第二名特斯拉的三倍。大洋彼岸的我们一觉醒来,只看到令人目瞪口呆的涨幅。但在我们看不到的地方,散户摇旗呐喊,空头手忙脚乱,还有多头浑水摸鱼快进快出。这场惊心动魄的多方混战,丝毫不亚于年初那场世纪变革。1 风乍起,吹皱一池春水关于这场大战的开端,有人说,是因为一桶爆米花。周三,AMC首席执行官亚当·阿隆在生命中表示,“借助AMC Investor Connect,可以与数以百万计的散户股东继续保持良好关系。毕竟,这些人才是AMC的拥有者,而我为他们工作。”因此,AMC在其官网为散户投资者定制了名为“AMC Investor Connect”的计划。订阅股东将获得包括一盒免费爆米花、打折品和展映邀请等独家优惠,并可以与阿隆进行直接交流。但WSB论坛上的老哥们大多都是“人为财死”的亡命之徒,对这些人来说,一桶爆米花远远不值得他们为之卖命,能触动他们的只有实实在在的Dollar。也有人说,是因为万达的离场,重获“自由”的AMC才能“make the American film great again”。5月23日早间,万达集团发布消息,公司已全部退出AMC董事会。一纸通告给长达9年的跨国联姻画上了一个句号,并且累计回笼了14.76亿美元资金,相较最初7亿元的投入也赚了一倍有余。但截至周三收盘,AMC市值飙升至313亿美元。以此估算,万达至少少赚了25亿美元,约合159亿人民币。万达虽然少赚,但不能说亏,AMC的大涨也跟万达清仓无关。事实上,万达离场之后的一周内,AMC累计暴涨357%。但年初至今,AMC累计涨幅已经超过3000%。因此AMC涨不涨,跟万达关系不大。本次大涨真正的导火索,是AMC两天前发布的一则融资公告。当地时间6月1日盘前,AMC宣布向Mudrick Capital Management发行850万股A类普通股,将融资2.305亿美元,增发价格为27.12美元/股,较上周五的收盘价高出3.8%。公告显示,这笔融资将用于收购影院资产、租赁以及投资,并探索去杠杆化的机会。消息传来,股民振奋。当日开盘后再次大举买入AMC院线,股价一路高歌猛进,盘中一度大涨超28%,最终收盘涨幅仍高达22.66%,美股盘后,AMC院线继续拉升,大涨超18%。参与此次融资的Mudrick Capital可不是泛泛之辈,这家机构是AMC院线的重要股东,在去年12月底和今年1月初对AMC进行了大手笔投资,帮助后者避免了被破产清算。在年初的第一波散户狂潮中,不但连续飙升的股价给Mudrick带来了丰厚回报;并且它本身也通过做多AMC院线的债务和股票期权,并参与游戏驿站的交易,获利超2亿美元。这家会赚钱的机构,这次又狠狠秀了一把操作。6月1日刚刚参与了AMC的融资,当天盘中,Mudrick便抛售了其持有的所有AMC院线股份。按AMC周二最高价33.53美元计算,Mudrick一天以内最高可获利超过3.2亿人民币。Mudrick的突然倒戈并没有熄灭散户们大举买入AMC的热情,AMC涨势随之又来了一个小高潮。大股东都撤了散户们还不撤,是谁给了他们这么大的信心?2 谁嬴谁输,谁是下一个?WSB论坛最火的话题从游戏驿站到狗狗币,最近又变成了AMC。这是个以“YOLO”为口号,以“梭哈”为行动准则的“专业炒股论坛”,一场硬仗打下来,又有用户得意洋洋晒出了自己的战绩。这场大战,AMC肯定是躺赢。随着股价水涨船高,CEO阿隆持股价值从年初的约800万美元涨至超过2.2亿美元;套现离场的大股东Mudrick一天狂赚3.2亿人民币;最早买入的散户们当然也赚得盆满钵满。那么是谁亏了?当然还是空头们。数据显示,5月24日以来,做空AMC的机构累计损失超过18亿美元,今年以来的亏损额更是超过25亿美元。今年前5个月,做空游戏驿站、AMC院线两家公司股票的华尔街空头累计亏损达到了92.5亿美元,折合人民币接近600亿元。做空本就是愿赌服输的事,S3 Partners的最新数据显示,AMC院线有超过20%的流通股,即约9500万股被做空。随着股价上涨,这些做空AMC的对冲基金将不断亏损,直到没有足够的保证金,只能被迫清盘,从市场上买回股票。这就是所谓的逼空。数据来源:wind空头清盘、被迫变多头,也就是散户大获全胜之时。这时卖出股票,散户可以将利益最大化。昨天AMC一路跳涨,最高到72.6美元,几乎超过期权最高行权价73美元。所以说,这场战斗还没到结束的时候。如果今晚散户再次把AMC股价拉到73美元之上,那就又有空头要遭殃了。理论上,那时这些做市商已经没有了任何对冲手段,如果股票涨幅够大,足以让一批中型做市商破产。问题来了,年初那波以游戏驿站为首的逼空大战,已经让不少空头们吃足了苦头,为什么他们还敢干。就像WSB论坛中所言:人们骂我们是智障,因为我们一次又一次买这些股票,但为什么那些空头要一次又一次做空它们?华尔街的大佬们不看好这只股票的原因,在于AMC公司连年陷入亏损。2017年至2020年,AMC分别亏损4.87亿美元、1.1亿美元、1.5亿美元和45.9亿美元,今年一季度继续亏损5.67亿美元。重资产模式下,连年的亏损使其债台高筑。目前,AMC总负债规模达127.8亿美元,其中流动负债15.9亿美元,而其账面现金及现金等价物仅有8.1亿美元,资产负债率高达121.8%。同时,疫情之下,AMC院线还面临包括院线窗口期缩短、上映电影数量减少、影院关闭,和流媒体平台进攻等不利因素。因此Mudrick称,AMC院线股价被明显高估,它不是一只可以长期投资的股票;来自MKM Partners的分析师Eric Handler则对AMC给出了只有每股1美元的目标价。按常理来说,分析师们不看好这只股票再正常不过。不过,问题在于AMC总共有320万个人投资者股东,散户持股比例达到总股本的80%。这意味着,无论基本面如何,只要股票还没退市,哪怕再多华尔街机构唱空,如果散户们团结一致,这只股票就能永远涨下去。彭博分析师Geetha Ranganathan表示,“个人投资者希望通过挤压做空者和对冲基金来改造华尔街”。散户们对于战胜华尔街大佬们的游戏乐此不疲,这就是AMC坐上火箭升空的原因。3 结语围绕着AMC的多空博弈还没结束,今晚其股价能否拉上73美元关口将成为重要节点。与此同时,逼空大战时,对冲基金不得不抛售一些其它股票来换取流动性,这将使整个美股再次掀起血雨腥风。这一切归根结底,还要追究到2020年疫情时,美联储货币超发程度创下历史之最,极低的借贷成本和溢出的流动性推高了各种资产的价格所致。WSB概念卷土重来,彰显了散户们的力量依旧恐怖。去年AMC一度面临破产危机,但其一次次度过风险,资金链始终未曾断裂。最新一笔融资后,AMC的债务危机暂时缓解。疫苗渐渐普及,疫情最严峻的时刻也快要过去。AMC的前景看起来一片光明,再加上散户们昂扬的热情,这一次,空头们恐怕依然不会有好果子吃。","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107815057,"gmtCreate":1620463499779,"gmtModify":1704344104341,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/107815057","repostId":"1178459103","repostType":4,"repost":{"id":"1178459103","pubTimestamp":1620462728,"share":"https://www.laohu8.com/m/news/1178459103?lang=&edition=full","pubTime":"2021-05-08 16:32","market":"us","language":"zh","title":"一周两度减持!贝索斯狂抛50亿美元亚马逊股票 ","url":"https://stock-news.laohu8.com/highlight/detail?id=1178459103","media":"华尔街见闻","summary":"摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n\n一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。\n","content":"<blockquote>\n 摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n</blockquote>\n<p>一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。</p>\n<p>据美国证监会周五披露的最新文件,贝索斯按计划出售了739032股亚马逊股票。本周早些时候,他刚刚减持了相同数量的股票。</p>\n<p>2020年,贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而根据这次计划,贝索斯这轮将抛售200多万股亚马逊股票。</p>\n<p>目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。</p>\n<p>去年,在疫情推动下,亚马逊股价大涨了76%,今年一度涨逾9%,但由于上周科技股大跌,截至周五,今年的涨幅已经收窄至1.1%。</p>\n<p><img src=\"https://static.tigerbbs.com/61006c20a59fc1bee56fc7c55c684c89\" tg-width=\"873\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p>套现的巨额财富,贝索斯准备怎么用呢?此前,贝索斯套现的很多资金都被他投资于旗下的航空公司蓝色起源。去年2月,他还推出了慈善项目地球基金,承诺要10年花光100亿,应对全球气候变暖。</p>\n<p>不过这次贝索斯的钱可能还有一个重要用途——买游艇。据媒体报道,亚马逊CEO贝佐斯前不久从荷兰造船商海洋公司定制了一艘127米长的超大型游艇。这艘游艇造价5亿美元,有望成为\"现存最好的游艇之一\"。</p>\n<p>据称,由于这艘游艇“太大了”,以至于贝索斯还专门定制了第二艘规模较小的“支持游艇”,其中还建造了直升机停机坪。贝索斯的女友劳伦·桑切斯是一名直升机飞行员,贝索斯也上过飞行课。</p>\n<p>今年年初,贝索斯宣布将于今年年底前卸去亚马逊CEO一职,这将使他有更多时间投入他的其他业务中去,包括蓝色起源、华盛顿邮报和地球基金等等。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一周两度减持!贝索斯狂抛50亿美元亚马逊股票 </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; 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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一周两度减持!贝索斯狂抛50亿美元亚马逊股票 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 16:32 北京时间 <a href=https://wallstreetcn.com/articles/3629823><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n\n一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。\n据美国证监会周五披露的最新文件,贝索斯按计划出售了739032股亚马逊股票。本周早些时候,他刚刚减持了相同数量的股票。\n2020年,贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629823\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dffe01d72356572c6df4fa7726ddb0c","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://wallstreetcn.com/articles/3629823","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1178459103","content_text":"摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n\n一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。\n据美国证监会周五披露的最新文件,贝索斯按计划出售了739032股亚马逊股票。本周早些时候,他刚刚减持了相同数量的股票。\n2020年,贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而根据这次计划,贝索斯这轮将抛售200多万股亚马逊股票。\n目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n去年,在疫情推动下,亚马逊股价大涨了76%,今年一度涨逾9%,但由于上周科技股大跌,截至周五,今年的涨幅已经收窄至1.1%。\n\n套现的巨额财富,贝索斯准备怎么用呢?此前,贝索斯套现的很多资金都被他投资于旗下的航空公司蓝色起源。去年2月,他还推出了慈善项目地球基金,承诺要10年花光100亿,应对全球气候变暖。\n不过这次贝索斯的钱可能还有一个重要用途——买游艇。据媒体报道,亚马逊CEO贝佐斯前不久从荷兰造船商海洋公司定制了一艘127米长的超大型游艇。这艘游艇造价5亿美元,有望成为\"现存最好的游艇之一\"。\n据称,由于这艘游艇“太大了”,以至于贝索斯还专门定制了第二艘规模较小的“支持游艇”,其中还建造了直升机停机坪。贝索斯的女友劳伦·桑切斯是一名直升机飞行员,贝索斯也上过飞行课。\n今年年初,贝索斯宣布将于今年年底前卸去亚马逊CEO一职,这将使他有更多时间投入他的其他业务中去,包括蓝色起源、华盛顿邮报和地球基金等等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104271300,"gmtCreate":1620395945900,"gmtModify":1704343098976,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/104271300","repostId":"2133050027","repostType":4,"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104271201,"gmtCreate":1620395968003,"gmtModify":1704343097683,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/104271201","repostId":"2133050027","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113308501,"gmtCreate":1622592832603,"gmtModify":1704186848966,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113308501","repostId":"1171929437","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112537080,"gmtCreate":1622884282340,"gmtModify":1704192979567,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/112537080","repostId":"2141540084","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100549125,"gmtCreate":1619623895667,"gmtModify":1704727044886,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Sly] ","listText":"[Sly] ","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/100549125","repostId":"1131068131","repostType":4,"repost":{"id":"1131068131","pubTimestamp":1619586637,"share":"https://www.laohu8.com/m/news/1131068131?lang=&edition=full","pubTime":"2021-04-28 13:10","market":"us","language":"en","title":"Facebook Reports Earnings Wednesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131068131","media":"Barrons","summary":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, ","content":"<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.</p>\n<p>As demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.</p>\n<p>Including sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.</p>\n<p>Facebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.</p>\n<p>Beyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.</p>\n<p>In March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.</p>\n<p>Investors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.</p>\n<p>On Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.</p>\n<p>Zuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.</p>\n<p>BofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”</p>\n<p>Facebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.</p>\n<p>Of the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.</p>\n<p>Barron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.</p>","source":"lsy1601382232898","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>Facebook Reports Earnings Wednesday. Here Is What to Expect.</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\">\nFacebook Reports Earnings Wednesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 13:10 GMT+8 <a href=https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs ...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131068131","content_text":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.\nIncluding sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.\nFacebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.\nBeyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.\nIn March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.\nInvestors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.\nOn Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.\nZuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.\nBofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”\nFacebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.\nOf the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.\nBarron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112473432,"gmtCreate":1622909646027,"gmtModify":1704193211810,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112473432","repostId":"1195814090","repostType":4,"repost":{"id":"1195814090","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":1622866667,"share":"https://www.laohu8.com/m/news/1195814090?lang=&edition=full","pubTime":"2021-06-05 12:17","market":"sh","language":"zh","title":"摩根大通旗下基金4月大手笔加仓茅台和五粮液","url":"https://stock-news.laohu8.com/highlight/detail?id=1195814090","media":"老虎资讯综合","summary":"全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环","content":"<p>全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环比增加1410.06%。截至4月底,“摩根中国A股机会基金”持有五粮液的市值约为18.97亿港元(约折合15.65亿元人民币),持有贵州茅台的市值约为16.40亿港元(约折合13.53亿元人民币)。(中国证券报)</p>\n<p></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>摩根大通旗下基金4月大手笔加仓茅台和五粮液</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摩根大通旗下基金4月大手笔加仓茅台和五粮液\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-05 12:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环比增加1410.06%。截至4月底,“摩根中国A股机会基金”持有五粮液的市值约为18.97亿港元(约折合15.65亿元人民币),持有贵州茅台的市值约为16.40亿港元(约折合13.53亿元人民币)。(中国证券报)</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aba16b4f88c90908701f4ff26fee613c","relate_stocks":{"600519":"贵州茅台","000858":"五粮液"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195814090","content_text":"全球第四大中国股票基金——来自摩根大通的“摩根中国A股机会基金”4月大手笔加仓茅台和五粮液。4月底基金持有的贵州茅台股份数环比增加约742%,持有的五粮液股份数增加10%。第一大重仓股中国平安股份数环比增加1410.06%。截至4月底,“摩根中国A股机会基金”持有五粮液的市值约为18.97亿港元(约折合15.65亿元人民币),持有贵州茅台的市值约为16.40亿港元(约折合13.53亿元人民币)。(中国证券报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134130172,"gmtCreate":1622210626096,"gmtModify":1704181581329,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134130172","repostId":"1121649348","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194733911,"gmtCreate":1621399458433,"gmtModify":1704357004794,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194733911","repostId":"312925574","repostType":1,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107816490,"gmtCreate":1620463367810,"gmtModify":1704344102562,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/107816490","repostId":"1178459103","repostType":4,"repost":{"id":"1178459103","pubTimestamp":1620462728,"share":"https://www.laohu8.com/m/news/1178459103?lang=&edition=full","pubTime":"2021-05-08 16:32","market":"us","language":"zh","title":"一周两度减持!贝索斯狂抛50亿美元亚马逊股票 ","url":"https://stock-news.laohu8.com/highlight/detail?id=1178459103","media":"华尔街见闻","summary":"摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n\n一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。\n","content":"<blockquote>\n 摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n</blockquote>\n<p>一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。</p>\n<p>据美国证监会周五披露的最新文件,贝索斯按计划出售了739032股亚马逊股票。本周早些时候,他刚刚减持了相同数量的股票。</p>\n<p>2020年,贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而根据这次计划,贝索斯这轮将抛售200多万股亚马逊股票。</p>\n<p>目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。</p>\n<p>去年,在疫情推动下,亚马逊股价大涨了76%,今年一度涨逾9%,但由于上周科技股大跌,截至周五,今年的涨幅已经收窄至1.1%。</p>\n<p><img src=\"https://static.tigerbbs.com/61006c20a59fc1bee56fc7c55c684c89\" tg-width=\"873\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p>套现的巨额财富,贝索斯准备怎么用呢?此前,贝索斯套现的很多资金都被他投资于旗下的航空公司蓝色起源。去年2月,他还推出了慈善项目地球基金,承诺要10年花光100亿,应对全球气候变暖。</p>\n<p>不过这次贝索斯的钱可能还有一个重要用途——买游艇。据媒体报道,亚马逊CEO贝佐斯前不久从荷兰造船商海洋公司定制了一艘127米长的超大型游艇。这艘游艇造价5亿美元,有望成为\"现存最好的游艇之一\"。</p>\n<p>据称,由于这艘游艇“太大了”,以至于贝索斯还专门定制了第二艘规模较小的“支持游艇”,其中还建造了直升机停机坪。贝索斯的女友劳伦·桑切斯是一名直升机飞行员,贝索斯也上过飞行课。</p>\n<p>今年年初,贝索斯宣布将于今年年底前卸去亚马逊CEO一职,这将使他有更多时间投入他的其他业务中去,包括蓝色起源、华盛顿邮报和地球基金等等。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一周两度减持!贝索斯狂抛50亿美元亚马逊股票 </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一周两度减持!贝索斯狂抛50亿美元亚马逊股票 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 16:32 北京时间 <a href=https://wallstreetcn.com/articles/3629823><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n\n一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。\n据美国证监会周五披露的最新文件,贝索斯按计划出售了739032股亚马逊股票。本周早些时候,他刚刚减持了相同数量的股票。\n2020年,贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629823\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dffe01d72356572c6df4fa7726ddb0c","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://wallstreetcn.com/articles/3629823","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1178459103","content_text":"摘要:目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n\n一周之内,亚马逊创始人贝索斯连续两次减持股票,累计规模达到近50亿美元。\n据美国证监会周五披露的最新文件,贝索斯按计划出售了739032股亚马逊股票。本周早些时候,他刚刚减持了相同数量的股票。\n2020年,贝索斯分别于2月、8月和11月三次累计减持了超过100亿美元股票。而根据这次计划,贝索斯这轮将抛售200多万股亚马逊股票。\n目前,贝索斯持有的亚马逊股票依然超过10%,并以1920亿美元的身价位列世界首富,领先第二名马斯克的1840亿美元。\n去年,在疫情推动下,亚马逊股价大涨了76%,今年一度涨逾9%,但由于上周科技股大跌,截至周五,今年的涨幅已经收窄至1.1%。\n\n套现的巨额财富,贝索斯准备怎么用呢?此前,贝索斯套现的很多资金都被他投资于旗下的航空公司蓝色起源。去年2月,他还推出了慈善项目地球基金,承诺要10年花光100亿,应对全球气候变暖。\n不过这次贝索斯的钱可能还有一个重要用途——买游艇。据媒体报道,亚马逊CEO贝佐斯前不久从荷兰造船商海洋公司定制了一艘127米长的超大型游艇。这艘游艇造价5亿美元,有望成为\"现存最好的游艇之一\"。\n据称,由于这艘游艇“太大了”,以至于贝索斯还专门定制了第二艘规模较小的“支持游艇”,其中还建造了直升机停机坪。贝索斯的女友劳伦·桑切斯是一名直升机飞行员,贝索斯也上过飞行课。\n今年年初,贝索斯宣布将于今年年底前卸去亚马逊CEO一职,这将使他有更多时间投入他的其他业务中去,包括蓝色起源、华盛顿邮报和地球基金等等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105905193,"gmtCreate":1620262194912,"gmtModify":1704340930069,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/105905193","repostId":"1108346144","repostType":4,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108446755,"gmtCreate":1620051162877,"gmtModify":1704337930921,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi hi ","listText":"Hi hi ","text":"Hi hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108446755","repostId":"1144291012","repostType":4,"repost":{"id":"1144291012","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":1620050712,"share":"https://www.laohu8.com/m/news/1144291012?lang=&edition=full","pubTime":"2021-05-03 22:05","market":"us","language":"zh","title":"美国4月制造业PMI及3月营建支出均不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1144291012","media":"老虎资讯综合","summary":"美国4月ISM制造业PMI:60.7 ,预期:65,前值:64.7。\n美国3月营建支出月率:0.2% ,预期:2%,前值:-0.8%。\n市场研究机构IHS MARKIT首席商业经济学家Chris Wi","content":"<p>美国4月ISM制造业PMI:<b>60.7</b> ,预期:65,前值:64.7。</p>\n<p>美国3月营建支出月率:<b>0.2%</b> ,预期:2%,前值:-0.8%。</p>\n<p>市场研究机构IHS MARKIT首席商业经济学家Chris Williamson:4月份,美国制造业出现了至少14年来最大的繁荣。随着复苏希望的增强和新的刺激措施的出台,需求以11年来从未有过的速度激增。</p>\n<p>数据公布后,道指涨幅缩窄至0.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/f3e03b6eb150cc1f91ce9bbc0493f45d\" tg-width=\"840\" tg-height=\"470\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国4月制造业PMI及3月营建支出均不及预期</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美国4月制造业PMI及3月营建支出均不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-03 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国4月ISM制造业PMI:<b>60.7</b> ,预期:65,前值:64.7。</p>\n<p>美国3月营建支出月率:<b>0.2%</b> ,预期:2%,前值:-0.8%。</p>\n<p>市场研究机构IHS MARKIT首席商业经济学家Chris Williamson:4月份,美国制造业出现了至少14年来最大的繁荣。随着复苏希望的增强和新的刺激措施的出台,需求以11年来从未有过的速度激增。</p>\n<p>数据公布后,道指涨幅缩窄至0.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/f3e03b6eb150cc1f91ce9bbc0493f45d\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144291012","content_text":"美国4月ISM制造业PMI:60.7 ,预期:65,前值:64.7。\n美国3月营建支出月率:0.2% ,预期:2%,前值:-0.8%。\n市场研究机构IHS MARKIT首席商业经济学家Chris Williamson:4月份,美国制造业出现了至少14年来最大的繁荣。随着复苏希望的增强和新的刺激措施的出台,需求以11年来从未有过的速度激增。\n数据公布后,道指涨幅缩窄至0.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103391463,"gmtCreate":1619746360352,"gmtModify":1704271751870,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103391463","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","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://www.laohu8.com/m/news/1170908014?lang=&edition=full","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; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒: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":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103393156,"gmtCreate":1619746287275,"gmtModify":1704271750237,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103393156","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","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://www.laohu8.com/m/news/1170908014?lang=&edition=full","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; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒: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":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100543324,"gmtCreate":1619623928168,"gmtModify":1704727045861,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Sly] [Sly] [Sly] [Sly] ","listText":"[Sly] [Sly] [Sly] [Sly] ","text":"[Sly] [Sly] [Sly] [Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100543324","repostId":"1131068131","repostType":4,"repost":{"id":"1131068131","pubTimestamp":1619586637,"share":"https://www.laohu8.com/m/news/1131068131?lang=&edition=full","pubTime":"2021-04-28 13:10","market":"us","language":"en","title":"Facebook Reports Earnings Wednesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131068131","media":"Barrons","summary":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, ","content":"<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.</p>\n<p>As demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.</p>\n<p>Including sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.</p>\n<p>Facebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.</p>\n<p>Beyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.</p>\n<p>In March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.</p>\n<p>Investors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.</p>\n<p>On Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.</p>\n<p>Zuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.</p>\n<p>BofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”</p>\n<p>Facebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.</p>\n<p>Of the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.</p>\n<p>Barron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.</p>","source":"lsy1601382232898","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>Facebook Reports Earnings Wednesday. Here Is What to Expect.</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\">\nFacebook Reports Earnings Wednesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 13:10 GMT+8 <a href=https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs ...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131068131","content_text":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.\nIncluding sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.\nFacebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.\nBeyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.\nIn March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.\nInvestors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.\nOn Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.\nZuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.\nBofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”\nFacebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.\nOf the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.\nBarron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117781193,"gmtCreate":1623160824012,"gmtModify":1704197383592,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117781193","repostId":"1180401775","repostType":4,"repost":{"id":"1180401775","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":1623160529,"share":"https://www.laohu8.com/m/news/1180401775?lang=&edition=full","pubTime":"2021-06-08 21:55","market":"us","language":"zh","title":"【异动】散户抱团股暴涨,游戏驿站涨超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180401775","media":"老虎资讯综合","summary":"6月8日,散户抱团股集体发力拉升,游戏驿站涨超20%,高斯电子涨超12%,黑莓涨超7%,AMC院线涨近6%。周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。","content":"<p>6月8日,散户抱团股集体发力拉升,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超20%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超12%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超7%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨近6%。</p><p>周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。有券商已经采取行动,将AMC院线和游戏驿站的保证金要求提高到100%,这意味着投资者需要用现金购买这两只证券。</p><p><img src=\"https://static.tigerbbs.com/98e0075756d5292a3b8bcd86e1085893\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></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>【异动】散户抱团股暴涨,游戏驿站涨超20%</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【异动】散户抱团股暴涨,游戏驿站涨超20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月8日,散户抱团股集体发力拉升,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超20%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超12%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超7%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨近6%。</p><p>周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。有券商已经采取行动,将AMC院线和游戏驿站的保证金要求提高到100%,这意味着投资者需要用现金购买这两只证券。</p><p><img src=\"https://static.tigerbbs.com/98e0075756d5292a3b8bcd86e1085893\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2946b9cd4befcf808691bc00a8ecb1be","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180401775","content_text":"6月8日,散户抱团股集体发力拉升,游戏驿站涨超20%,高斯电子涨超12%,黑莓涨超7%,AMC院线涨近6%。周一,美国证券交易委员会(SEC)表示,正在密切关注MEME股票的疯狂交易,以确保市场稳定。有券商已经采取行动,将AMC院线和游戏驿站的保证金要求提高到100%,这意味着投资者需要用现金购买这两只证券。","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131021569,"gmtCreate":1621817548651,"gmtModify":1704362668626,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131021569","repostId":"2137184683","repostType":4,"repost":{"id":"2137184683","pubTimestamp":1621814678,"share":"https://www.laohu8.com/m/news/2137184683?lang=&edition=full","pubTime":"2021-05-24 08:04","market":"hk","language":"zh","title":"恒指季检结果出炉!这些个股有望晋升港股通标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2137184683","media":"智通财经网","summary":"5月21日,恒生指数有限公司(“恒生指数公司”)宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日(星期一)起生效。根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。","content":"<p>5月21日,恒生指数有限公司(“恒生指数公司”) 宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日 (星期一) 起生效。</p>\n<p>根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。</p>\n<p><b>一、已被纳入恒生综合中型指数的成份股,一定会被纳入港股通标的的4家公司</b><img src=\"https://static.tigerbbs.com/b0e33fd1c2f3956a99cf07315b18b6ea\" tg-width=\"607\" tg-height=\"180\" referrerpolicy=\"no-referrer\"><b>二、其他有可能被纳入港股通标的的2家公司</b><img src=\"https://static.tigerbbs.com/652bd58a295437306cda7b1c9ea7963a\" tg-width=\"607\" tg-height=\"122\" referrerpolicy=\"no-referrer\">(文章来源:智通财经网)</p>","source":"eastmoney_highlight","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>恒指季检结果出炉!这些个股有望晋升港股通标的</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恒指季检结果出炉!这些个股有望晋升港股通标的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 08:04 北京时间 <a href=http://stock.eastmoney.com/a/202105211931753542_0.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月21日,恒生指数有限公司(“恒生指数公司”) 宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日 (星期一) 起生效。\n根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。\n一、已被纳入恒生综合中型指数的成份股,一定会被纳入...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202105211931753542_0.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/eb186aadd3b75b4d999192e0c06e8e03","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"source_url":"http://stock.eastmoney.com/a/202105211931753542_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137184683","content_text":"5月21日,恒生指数有限公司(“恒生指数公司”) 宣布截至2021年3月31日之恒生指数系列季度检讨结果,所有变动将于2021年6月7日 (星期一) 起生效。\n根据恒指公司公布的综合指数变动及港股通指数变动情况,并结合各券商机构预测,梳理出最有可能新加入港股通标的合计6只,供投资者参考,准确的港股通变动名单请以港交所、上交所、深交所官方公布为准。\n一、已被纳入恒生综合中型指数的成份股,一定会被纳入港股通标的的4家公司二、其他有可能被纳入港股通标的的2家公司(文章来源:智通财经网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131021138,"gmtCreate":1621817534824,"gmtModify":1704362666630,"author":{"id":"3582715449264548","authorId":"3582715449264548","name":"SKng","avatar":"https://static.tigerbbs.com/e52e96a8730bf5558b24e3c5fb2ef030","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131021138","repostId":"2137218721","repostType":4,"repost":{"id":"2137218721","pubTimestamp":1621814832,"share":"https://www.laohu8.com/m/news/2137218721?lang=&edition=full","pubTime":"2021-05-24 08:07","market":"us","language":"zh","title":"中金:恒指季检影响有多大,资金流入情况如何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2137218721","media":"中金点睛","summary":" 恒生指数公司周五晚间公布了其定期的一季度指数调整结果,涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。 1) 恒生指数:此次调整纳入比亚迪股份、碧桂园服务和信义光能3只股票,纳入权重分别为0.98%、0.97%和0.46%;无成分股被剔除。","content":"<p>恒生指数公司周五(5月21日)晚间公布了其定期的一季度指数调整结果(一般在季度截止后8周公布),涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。</p><p><b>恒生、国企和科技指数:恒生指数扩容至58只;更多新经济公司获纳入</b></p><p>成分股变化:<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>服务、<a href=\"https://laohu8.com/S/00968\">信义光能</a>和恒大物产分获纳入恒指与国企;<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>和<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>纳入科技指数</p><p>1) 恒生指数:此次调整纳入<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>和信义光能3只股票,纳入权重分别为0.98%、0.97%和0.46%;无成分股被剔除。调整后成分股数量扩容,由55只增加至58只。此外,由于恒指成分股权重上限统一设定为8%,因此<a href=\"https://laohu8.com/S/01299\">友邦保险</a>和<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>权重分别下调2.24ppt和1.38ppt,而美团和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>则作为同股不同权和二次上市公司,突破5%的原有上限,分别上升3.43ppt和1.74ppt至7.71%至7.33%。</p><p>2) 恒生国企:此次纳入比亚迪股份和<a href=\"https://laohu8.com/S/06666\">恒大物业</a>2家公司,纳入权重分别为1.43%和0.67%,同时剔除3家公司,为<a href=\"https://laohu8.com/S/00788\">中国铁塔</a>、<a href=\"https://laohu8.com/S/00270\">粤海投资</a>和<a href=\"https://laohu8.com/S/600050\">中国联通</a>,剔除前权重分别为0.59%、0.42%和0.34%。调整后成分股由51只重置至50支。此外,权重变化较大还有美团-W(增加3.64ppt至8%)和阿里巴巴(增加2.31ppt至8%),主要受益于国企指数同样也将二次上市和同股不同权公司权重上限由5%提升至8%。</p><p>3) 恒生科技:纳入汽车之家-S和哔哩哔哩-SW 2家公司,剔除<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>、<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>和<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>。成分股数量由31支重置为30支。其中权重变化较大的快手、哔哩哔哩和美团分别增加1.37%、1.27%和1.17%;相反,<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>、鸿腾精密和祖龙娱乐的权重从剔除前的0.15%、0.19%和0.75%分别降至0。</p><p>上述纳入名单与我们此前预览的结果存在部分差异,《恒指季度调整预览:关注系统性优化后的新面貌》),主要原因在于尽管上市被纳入公司都在我们根据量化标准筛选的长名单里,但最终筛选的纳入短名单却无据可循,部分是根据恒生指数调整委员会的主观选择,因此存在加大的预测难度。此外,此次适逢恒指系统性优化后的首次调整,新调整标准的变化也会带来一定影响,如最终成分股个数。</p><p><b>潜在被动资金流向影响:关注对碧桂园服务、恒大物业等正面影响;以及友邦、粤海投资的负面冲击</b></p><p>基于当前Bloomberg汇总,追踪恒生指数的ETF资金规模约为221亿美元,追踪国企指数和恒生科技指数的ETF资金规模分别约为49亿美元和5亿美元。结合上述成分股权重变化,我们测算了其潜在被动资金流向。进一步结合个股过去3个月日均成交额,便可以测算被动资金变化可能带来的影响:</p><p>1) 恒生指数:被动资金流入所需时间最多的碧桂园服务、比亚迪、信义光能、美团、阿里巴巴,预计需要2.5至0.5天不等;所需交易被动资金流出中,预计友邦保险、<a href=\"https://laohu8.com/S/00016\">新鸿基地产</a>和<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>分别需要1.8、0.8和0.7天。</p><p>2) 恒生国企:被动资金流入所需时间最多的恒大物业和比亚迪,预计交易时间为1.8和0.3天;所需交易被动资金流出中,粤海投资、中国铁塔和<a href=\"https://laohu8.com/S/00762\">中国联通</a>所需要的交易资金流出时间最长,在1至0.4天左右。</p><p>3) 恒生科技:预计快手、哔哩哔哩和美团-W将出现659万、611万和563万美元的资金流入;小米、阿里巴巴和中兴通讯预计将出现775万、443万和361万美元资金流出。潜在流入和流出所需交易平均在0.1天左右。</p><p>图表:追踪恒生指数、恒生国企指数和恒生科技指数的ETF基金规模</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/16/w550h266/20210524/027b-kqpyffz0296614.png\" tg-width=\"550\" tg-height=\"266\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日</p><p>图表:恒生指数调整与潜在被动资金流向测算<img src=\"http://n.sinaimg.cn/finance/crawl/701/w550h151/20210524/ba4e-kqpyffz0296647.png\" tg-width=\"550\" tg-height=\"151\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p>图表:国企指数调整与资金流向</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/754/w550h204/20210524/14d9-kqpyffz0296701.png\" tg-width=\"550\" tg-height=\"204\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p>图表:恒生科技指数调整与资金流向</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/703/w550h153/20210524/a018-kqpyffz0296728.png\" tg-width=\"550\" tg-height=\"153\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p><b>恒生指数新面貌:系统优化“初试牛刀”</b></p><p>1) 恒生指数扩容:根据恒指公司3月发布的咨询结果,2022年中前成分股数将由目前的55只增至80只,最终远期目标为100只。此次恒指调整成分股由55只小幅增加至58只,可能是避免一次性冲击过大,但扩容趋势已经显现。</p><p>2) 行业代表性提升:参照恒指公司的对行业分类,即7个行业组,我们发现地产建筑业、其他和非必需及必需性消费板块(工业、能源业、原材料业和综合企业)覆盖度此次均有所提升,覆盖度分别增加4.0ppt、2.7ppt和2.0ppt至40.5%、32.6%和35.3%。对照恒指公司在咨询意见中给出的模拟结果,此次调整后的各行业覆盖度仍有较大差距,主要是由于成分股数量还远低于目标所致,不过进一步优化的大方向仍将得到体现,我们预计新经济占比将进一步提升。</p><p>图表:恒指优化调整后,非必需及必需性消费和地产建筑业以及其他板块的行业市场覆盖度有所提升</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/92/w550h342/20210524/9323-kqpyffz0296769.png\" tg-width=\"550\" tg-height=\"342\" referrerpolicy=\"no-referrer\"></p><p>资料来源:Bloomberg,Wind,中金公司研究部</p><p>图表:同时,资讯科技业在恒指中的比重较调整前将有明显提升</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/88/w550h338/20210524/c8fd-kqpyffz0296804.png\" tg-width=\"550\" tg-height=\"338\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,Wind,<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</p><p>3) 龙头公司权重调整:此次调整统一将恒生和国企指数成分股上限改为8%(调整前普通成分股上限为10%,但二次上市和同股不同权公司的上限为5%),我们注意到恒指中友邦保险和腾讯控股权重有所下调,而美团和阿里巴巴有所上调。在恒生国企指数中,美团和阿里巴巴权重上限同样得到提升。</p><p>综合来看,在上述系统优化后,恒生和国企指数的新经济板块占比均有所提升。具体来看,恒生和国企指数的新经济板块占比分别从调整前的40.2%和55.1%提升至44.3%和58%,尤其是可选消费板块,其权重分别从15.6%和18.6%大幅提升至21.4%和25.4%。</p><p>图表:恒生指数优化后新经济占比在40%的基础上进一步提升至44%<img src=\"http://n.sinaimg.cn/finance/crawl/100/w550h350/20210524/1a75-kqpyffz0296843.png\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,Wind,中金公司研究部</p><p>图表:同时,恒生国企指数调整后新经济比重也进一步提升,占比达到58%<img src=\"http://n.sinaimg.cn/finance/crawl/103/w550h353/20210524/cb50-kqpyffz0296860.jpg\" tg-width=\"550\" tg-height=\"353\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,Wind,中金公司研究部</p><p><b>港股通调整:3家公司可能符合港股通纳入条件</b></p><p>由于此次是季度指数调整,因此对于每半年度调整一次的恒生综合指数而言,只有符合快速纳入机制的股票才考虑纳入。具体而言,此次有4家公司纳入指数,分别为<a href=\"https://laohu8.com/S/02158\">医渡科技</a>、心通医疗-B、汽车之家-S和诺辉健康-B;无标的剔除。</p><p>根据指数公司公布的恒生综指的调整情况,并结合港股通纳入的额外要求,医渡科技、心通医疗-B和诺辉健康-B这3家公司可能符合被纳入港股通投资范围的条件;而汽车之家-S由于是二次上市公司,因此尚不符合沪港通纳入标准。</p><p>图表:因恒生综指调整可能带来的港股通投资范围调整<img src=\"http://n.sinaimg.cn/finance/crawl/626/w550h76/20210524/a2a2-kqpyffz0296874.png\" tg-width=\"550\" tg-height=\"76\" referrerpolicy=\"no-referrer\">资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日;预测值为Bloomberg一致预期</p><p><b>时间表:指数和沪港通调整6月7日生效</b></p><p>时间安排上,上述指数调整结果将于6月7日(星期一)正式实施。在此期间,部分主动型资金仍不排除会根据调整公布结果采取一定的套利操作,但被动资金为了最大程度上减少追踪误差将选择在生效前一个交易日(即6月4日)调仓。届时相关股票成交或将会出现远大于平时的“异常放量”情形,特别是在尾盘。</p><p>在6月7日指数调整生效后,上海与深圳交易所会在随后(具体时间视交易所公布而定)以此为依据相应调整沪深港通的可投资标的范围。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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中金:恒指季检影响有多大,资金流入情况如何?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 08:07 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-05-24/doc-ikmyaawc7116355.shtml><strong>中金点睛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>恒生指数公司周五(5月21日)晚间公布了其定期的一季度指数调整结果(一般在季度截止后8周公布),涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。恒生、国企和科技指数:恒生指数扩容至58只;更多新经济公司获纳入成分股变化:比亚迪、碧桂园服务、信义光能和恒大物产分获纳入恒指与...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-05-24/doc-ikmyaawc7116355.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/740/w550h190/20210524/b466-kqpyffz0296559.jpg","relate_stocks":{"513600":"恒生指数ETF","01211":"比亚迪股份","002594":"比亚迪","02833":"恒指ETF","06098":"碧桂园服务"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-05-24/doc-ikmyaawc7116355.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2137218721","content_text":"恒生指数公司周五(5月21日)晚间公布了其定期的一季度指数调整结果(一般在季度截止后8周公布),涵盖了港股主要旗舰指数如恒生指数、国企指数和恒生科技指数,直接决定港股通可投资范围的恒生综合指数也有部分调整。此外,此次也是恒指系统性优化建议后的首次调整,我们综合分析如下。恒生、国企和科技指数:恒生指数扩容至58只;更多新经济公司获纳入成分股变化:比亚迪、碧桂园服务、信义光能和恒大物产分获纳入恒指与国企;汽车之家和哔哩哔哩纳入科技指数1) 恒生指数:此次调整纳入比亚迪股份、碧桂园服务和信义光能3只股票,纳入权重分别为0.98%、0.97%和0.46%;无成分股被剔除。调整后成分股数量扩容,由55只增加至58只。此外,由于恒指成分股权重上限统一设定为8%,因此友邦保险和腾讯控股权重分别下调2.24ppt和1.38ppt,而美团和阿里巴巴则作为同股不同权和二次上市公司,突破5%的原有上限,分别上升3.43ppt和1.74ppt至7.71%至7.33%。2) 恒生国企:此次纳入比亚迪股份和恒大物业2家公司,纳入权重分别为1.43%和0.67%,同时剔除3家公司,为中国铁塔、粤海投资和中国联通,剔除前权重分别为0.59%、0.42%和0.34%。调整后成分股由51只重置至50支。此外,权重变化较大还有美团-W(增加3.64ppt至8%)和阿里巴巴(增加2.31ppt至8%),主要受益于国企指数同样也将二次上市和同股不同权公司权重上限由5%提升至8%。3) 恒生科技:纳入汽车之家-S和哔哩哔哩-SW 2家公司,剔除中兴通讯、鸿腾精密和祖龙娱乐。成分股数量由31支重置为30支。其中权重变化较大的快手、哔哩哔哩和美团分别增加1.37%、1.27%和1.17%;相反,中兴通讯、鸿腾精密和祖龙娱乐的权重从剔除前的0.15%、0.19%和0.75%分别降至0。上述纳入名单与我们此前预览的结果存在部分差异,《恒指季度调整预览:关注系统性优化后的新面貌》),主要原因在于尽管上市被纳入公司都在我们根据量化标准筛选的长名单里,但最终筛选的纳入短名单却无据可循,部分是根据恒生指数调整委员会的主观选择,因此存在加大的预测难度。此外,此次适逢恒指系统性优化后的首次调整,新调整标准的变化也会带来一定影响,如最终成分股个数。潜在被动资金流向影响:关注对碧桂园服务、恒大物业等正面影响;以及友邦、粤海投资的负面冲击基于当前Bloomberg汇总,追踪恒生指数的ETF资金规模约为221亿美元,追踪国企指数和恒生科技指数的ETF资金规模分别约为49亿美元和5亿美元。结合上述成分股权重变化,我们测算了其潜在被动资金流向。进一步结合个股过去3个月日均成交额,便可以测算被动资金变化可能带来的影响:1) 恒生指数:被动资金流入所需时间最多的碧桂园服务、比亚迪、信义光能、美团、阿里巴巴,预计需要2.5至0.5天不等;所需交易被动资金流出中,预计友邦保险、新鸿基地产和汇丰控股分别需要1.8、0.8和0.7天。2) 恒生国企:被动资金流入所需时间最多的恒大物业和比亚迪,预计交易时间为1.8和0.3天;所需交易被动资金流出中,粤海投资、中国铁塔和中国联通所需要的交易资金流出时间最长,在1至0.4天左右。3) 恒生科技:预计快手、哔哩哔哩和美团-W将出现659万、611万和563万美元的资金流入;小米、阿里巴巴和中兴通讯预计将出现775万、443万和361万美元资金流出。潜在流入和流出所需交易平均在0.1天左右。图表:追踪恒生指数、恒生国企指数和恒生科技指数的ETF基金规模资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日图表:恒生指数调整与潜在被动资金流向测算资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期图表:国企指数调整与资金流向资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期图表:恒生科技指数调整与资金流向资料来源:Bloomberg,中金公司研究部;注:灰色为此次新纳入;蓝色为调出;数据截止至2021年5月21日;预测值为Bloomberg一致预期恒生指数新面貌:系统优化“初试牛刀”1) 恒生指数扩容:根据恒指公司3月发布的咨询结果,2022年中前成分股数将由目前的55只增至80只,最终远期目标为100只。此次恒指调整成分股由55只小幅增加至58只,可能是避免一次性冲击过大,但扩容趋势已经显现。2) 行业代表性提升:参照恒指公司的对行业分类,即7个行业组,我们发现地产建筑业、其他和非必需及必需性消费板块(工业、能源业、原材料业和综合企业)覆盖度此次均有所提升,覆盖度分别增加4.0ppt、2.7ppt和2.0ppt至40.5%、32.6%和35.3%。对照恒指公司在咨询意见中给出的模拟结果,此次调整后的各行业覆盖度仍有较大差距,主要是由于成分股数量还远低于目标所致,不过进一步优化的大方向仍将得到体现,我们预计新经济占比将进一步提升。图表:恒指优化调整后,非必需及必需性消费和地产建筑业以及其他板块的行业市场覆盖度有所提升资料来源:Bloomberg,Wind,中金公司研究部图表:同时,资讯科技业在恒指中的比重较调整前将有明显提升资料来源:Bloomberg,Wind,中金公司研究部3) 龙头公司权重调整:此次调整统一将恒生和国企指数成分股上限改为8%(调整前普通成分股上限为10%,但二次上市和同股不同权公司的上限为5%),我们注意到恒指中友邦保险和腾讯控股权重有所下调,而美团和阿里巴巴有所上调。在恒生国企指数中,美团和阿里巴巴权重上限同样得到提升。综合来看,在上述系统优化后,恒生和国企指数的新经济板块占比均有所提升。具体来看,恒生和国企指数的新经济板块占比分别从调整前的40.2%和55.1%提升至44.3%和58%,尤其是可选消费板块,其权重分别从15.6%和18.6%大幅提升至21.4%和25.4%。图表:恒生指数优化后新经济占比在40%的基础上进一步提升至44%资料来源:Bloomberg,Wind,中金公司研究部图表:同时,恒生国企指数调整后新经济比重也进一步提升,占比达到58%资料来源:Bloomberg,Wind,中金公司研究部港股通调整:3家公司可能符合港股通纳入条件由于此次是季度指数调整,因此对于每半年度调整一次的恒生综合指数而言,只有符合快速纳入机制的股票才考虑纳入。具体而言,此次有4家公司纳入指数,分别为医渡科技、心通医疗-B、汽车之家-S和诺辉健康-B;无标的剔除。根据指数公司公布的恒生综指的调整情况,并结合港股通纳入的额外要求,医渡科技、心通医疗-B和诺辉健康-B这3家公司可能符合被纳入港股通投资范围的条件;而汽车之家-S由于是二次上市公司,因此尚不符合沪港通纳入标准。图表:因恒生综指调整可能带来的港股通投资范围调整资料来源:Bloomberg,中金公司研究部;数据截止至2021年5月21日;预测值为Bloomberg一致预期时间表:指数和沪港通调整6月7日生效时间安排上,上述指数调整结果将于6月7日(星期一)正式实施。在此期间,部分主动型资金仍不排除会根据调整公布结果采取一定的套利操作,但被动资金为了最大程度上减少追踪误差将选择在生效前一个交易日(即6月4日)调仓。届时相关股票成交或将会出现远大于平时的“异常放量”情形,特别是在尾盘。在6月7日指数调整生效后,上海与深圳交易所会在随后(具体时间视交易所公布而定)以此为依据相应调整沪深港通的可投资标的范围。","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}