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EliTan

EliTan

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2021-09-04

Ok

提醒：因美国劳工节，美股9月6日休市一天

2021-07-01

Oh my god

S&P 500 notches fifth straight record closing high, fifth straight quarterly gain

2021-06-28

Good

Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.

2021-08-14

ok

央广网评：肆意篡改历史的网络游戏当治理

2021-06-25

Pls help me like and comment.Tq

Nasdaq and S&P 500 end at record highs; Dow rallies

2021-07-02

Omg

S&P 500 winning streak extends to sixth straight record close

2021-06-24

Good.Pls help like and comment.Tq

Yellen says inflation should be lower than current levels by year end

2021-07-16

Good

Sorry, the original content has been removed

2021-07-07

Ok

Sorry, the original content has been removed

2021-06-24

Pls like and comment.tq

Tesla lifts Nasdaq to record-high close, S&P 500 dips

2021-07-20

good

云计算给力，IBM创三年最强劲收入增长

2021-07-05

Alright.Same movie

Sorry, the original content has been removed

2021-07-04

Watching

Can Alibaba Turn Around Its Woes in the Second Half of 2021?

2021-06-26

Good.Pls like and comment.Tq

S&P 500 climbs to another record led by bank shares, notches its best week since February

2021-08-13

Ok

字节新消费版图大起底：投资自营双管齐下

2021-07-22

ok

Sorry, the original content has been removed

2021-06-26

Pls comment tq

Microsoft sent a strong signal to developers that could hurt Apple and Google

2021-09-23

Ok

一起教育科技二季度净收入6.71亿元，同比减亏73%

Go to Tiger App to see more news

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23:32","market":"other","language":"zh","title":"SEA大跌逾10%！腾讯官宣减持","url":"https://stock-news.laohu8.com/highlight/detail?id=1180419322","media":"老虎资讯综合","summary":"1月4日，$SEA$低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。","content":"<html><head></head><body><p>1月4日，<a href=\"https://laohu8.com/S/SE\">SEA</a>低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。</p><p><img src=\"https://static.tigerbbs.com/2daca1fe6bb9c02b2b0884e31cf1ca35\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>周二（1月4日）公布正进行一项交易，以减持“东南亚小腾讯”Sea Limited的14,492,751股A类股份，使腾讯于Sea的股权从21.3%减少至18.7%。</p><p>公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。</p><p><img src=\"https://static.tigerbbs.com/173816fa322fb1c475d1373a9a1b92cd\" tg-width=\"875\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>（图源：腾讯官网）</p><p>在纽约上市的Sea Limited也在周二声明中表示，公司将在2月举行的年度股东大会上提议改变股份结构，届时腾讯的投票权将减少到“10%以下”。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。</p><p>Sea的股票分为A类股和B类股，B类股每股有三票。目前，B类股由腾讯和Sea的创始人兼首席执行官李小冬（Forrest Li）拥有，合计占总投票权的52%。</p><p>根据Sea的声明，腾讯将把其拥有的所有B类股转换为A类股，使李小冬成为B类股的唯一持有者。同时，Sea计划将B类股的投票权从目前的每股3票增加到15票。此后，李小冬将持有其公司近60%的控制权，这使得他能更迅速地做出决定并执行。截至2021年3月，李小冬拥有公司约38%的投票权。</p><p>2010年，Sea成立仅一年的时候，就收到了腾讯的第一笔投资。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。</p><p>事实上，多年来腾讯的控制权已经逐渐减少。根据Sea过去的年度报告，2019年腾讯拥有29.1%的投票权，但2020年降低到25.1%，2021年为23.3%，主要是由于被发行的新股稀释。</p><p>腾讯在公告中还表示，这次交易亦为腾讯提供资源以支持其他投资及社会责任项目，同时腾讯仍然持有其于Sea的绝大部分股权，可继续受益于该公司的未来增长，并将持续保持与Sea的现有业务合作关系。</p><p>目前，Sea正在利用全球数字化转变的机会，积极地将其电子商务业务虾皮购物（Shopee）扩展到共南亚以外的地区。在过去几个月里，Sea在法国、西班牙、波兰和印度推出了其电子商务平台，此前它还进入了几个拉丁美洲的市场。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEA大跌逾10%！腾讯官宣减持</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSEA大跌逾10%！腾讯官宣减持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-04 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日，<a href=\"https://laohu8.com/S/SE\">SEA</a>低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。</p><p><img src=\"https://static.tigerbbs.com/2daca1fe6bb9c02b2b0884e31cf1ca35\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>周二（1月4日）公布正进行一项交易，以减持“东南亚小腾讯”Sea Limited的14,492,751股A类股份，使腾讯于Sea的股权从21.3%减少至18.7%。</p><p>公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。</p><p><img src=\"https://static.tigerbbs.com/173816fa322fb1c475d1373a9a1b92cd\" tg-width=\"875\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>（图源：腾讯官网）</p><p>在纽约上市的Sea Limited也在周二声明中表示，公司将在2月举行的年度股东大会上提议改变股份结构，届时腾讯的投票权将减少到“10%以下”。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。</p><p>Sea的股票分为A类股和B类股，B类股每股有三票。目前，B类股由腾讯和Sea的创始人兼首席执行官李小冬（Forrest Li）拥有，合计占总投票权的52%。</p><p>根据Sea的声明，腾讯将把其拥有的所有B类股转换为A类股，使李小冬成为B类股的唯一持有者。同时，Sea计划将B类股的投票权从目前的每股3票增加到15票。此后，李小冬将持有其公司近60%的控制权，这使得他能更迅速地做出决定并执行。截至2021年3月，李小冬拥有公司约38%的投票权。</p><p>2010年，Sea成立仅一年的时候，就收到了腾讯的第一笔投资。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。</p><p>事实上，多年来腾讯的控制权已经逐渐减少。根据Sea过去的年度报告，2019年腾讯拥有29.1%的投票权，但2020年降低到25.1%，2021年为23.3%，主要是由于被发行的新股稀释。</p><p>腾讯在公告中还表示，这次交易亦为腾讯提供资源以支持其他投资及社会责任项目，同时腾讯仍然持有其于Sea的绝大部分股权，可继续受益于该公司的未来增长，并将持续保持与Sea的现有业务合作关系。</p><p>目前，Sea正在利用全球数字化转变的机会，积极地将其电子商务业务虾皮购物（Shopee）扩展到共南亚以外的地区。在过去几个月里，Sea在法国、西班牙、波兰和印度推出了其电子商务平台，此前它还进入了几个拉丁美洲的市场。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK1531":"手游股","BK1526":"科网股","BK1589":"北水核心资产","BK1591":"就地过年概念","SE":"Sea Ltd","BK1521":"挪威政府全球养老基金持仓","TCEHY":"腾讯控股ADR","BK1517":"云办公","BK1586":"云计算","BK4077":"互动媒体与服务","BK1095":"互动媒体与服务","00700":"腾讯控股","BK1502":"双十一","BK1608":"元宇宙概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180419322","content_text":"1月4日，SEA低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。腾讯控股周二（1月4日）公布正进行一项交易，以减持“东南亚小腾讯”Sea Limited的14,492,751股A类股份，使腾讯于Sea的股权从21.3%减少至18.7%。公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。（图源：腾讯官网）在纽约上市的Sea Limited也在周二声明中表示，公司将在2月举行的年度股东大会上提议改变股份结构，届时腾讯的投票权将减少到“10%以下”。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。Sea的股票分为A类股和B类股，B类股每股有三票。目前，B类股由腾讯和Sea的创始人兼首席执行官李小冬（Forrest Li）拥有，合计占总投票权的52%。根据Sea的声明，腾讯将把其拥有的所有B类股转换为A类股，使李小冬成为B类股的唯一持有者。同时，Sea计划将B类股的投票权从目前的每股3票增加到15票。此后，李小冬将持有其公司近60%的控制权，这使得他能更迅速地做出决定并执行。截至2021年3月，李小冬拥有公司约38%的投票权。2010年，Sea成立仅一年的时候，就收到了腾讯的第一笔投资。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。事实上，多年来腾讯的控制权已经逐渐减少。根据Sea过去的年度报告，2019年腾讯拥有29.1%的投票权，但2020年降低到25.1%，2021年为23.3%，主要是由于被发行的新股稀释。腾讯在公告中还表示，这次交易亦为腾讯提供资源以支持其他投资及社会责任项目，同时腾讯仍然持有其于Sea的绝大部分股权，可继续受益于该公司的未来增长，并将持续保持与Sea的现有业务合作关系。目前，Sea正在利用全球数字化转变的机会，积极地将其电子商务业务虾皮购物（Shopee）扩展到共南亚以外的地区。在过去几个月里，Sea在法国、西班牙、波兰和印度推出了其电子商务平台，此前它还进入了几个拉丁美洲的市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001698470,"gmtCreate":1641228464100,"gmtModify":1676533585648,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001698470","repostId":"1139273281","repostType":4,"repost":{"id":"1139273281","pubTimestamp":1641223686,"share":"https://www.laohu8.com/m/news/1139273281?lang=&edition=full","pubTime":"2022-01-03 23:28","market":"us","language":"zh","title":"印尼禁止煤炭出口始末及影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1139273281","media":"扑克投资家","summary":"2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印","content":"<html><head></head><body><p>2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。</p><p><img src=\"https://static.tigerbbs.com/0cadc6622240598f2fddce77ebd588ab\" tg-width=\"730\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>印尼国家电力公司（PLN）的燃煤发电站</b></p><p><b>印尼缘何禁止煤炭出口？</b></p><p>印度尼西亚能源和矿产资源部已于 2022 年 1 月 1 日至 31 日暂时禁止煤炭出口，目的是为了确保国内发电厂的煤炭库存可用。</p><p>出口禁令的对象是采矿业务许可证 (IUP) 和煤矿公司工作合同 (PKP2B) 的持有者。该出口禁令是在煤矿企业未能满足所谓的国内市场义务之后实施的。</p><p>矿业和煤炭部主任里德万·贾马鲁丁 (Ridwan Jamaludin) 在一份声明中表示，煤炭供应下降可能会影响国家电力公司 PT PLN (Perusahaan Listrik Negara，简称PLN) 的超过 1000 万客户（包含行业和普通用户）。</p><p>他说，如果不执行出口禁令，可能会导致 20 个发电量达 10.850 兆瓦的燃煤发电站停电。</p><p><img src=\"https://static.tigerbbs.com/aa692d8acd8878cdb6b44860d351a350\" tg-width=\"480\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>从历史的煤炭销售数据及可看到出口量一直大于内销</b></p><p>“这可能会扰乱国民经济的稳定。当发电厂的煤炭供应充足或恢复正常时，我们就可以出口，”贾马鲁丁告知。“我们将在 2022 年 1 月 5 日之后对其进行评估，”他说。</p><p>印尼国家电力公司（PLN）的煤炭供应量一直低于每月国内需求（DMO）的义务煤炭销售百分比。</p><p><img src=\"https://static.tigerbbs.com/1cf88e98eda96867b4e35d148e5abc1c\" tg-width=\"535\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p><b>印尼煤炭内销目标实现率一直很低</b></p><p>到 2022 年 1 月 1 日，在政府设定的 510 万吨目标中，仅交付了 3.5 万吨，即不到 1%。每月国内需求（DMO）无法得到满足，因此导致了印尼国家电力公司（PLN）在 2021 年底出现煤炭供应短缺。这无疑是这场禁煤出口的导火索！印尼国家电力公司（PLN）的供应安全边际是大于20天。</p><p><img src=\"https://static.tigerbbs.com/4247528af2f76b16bbc0f25b6b1d0022\" tg-width=\"469\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p><b>印尼本国对煤炭的消耗大户还是发电站</b></p><p>根据印尼政府发布的第 139.K/HK.02/MEM.B/2021 号能源和矿产资源部部长决定，这项法令规定了政府批准的每个生产商计划年度煤炭产量的 25% 的国内需求（国内市场义务/DMO）煤炭销售百分比。</p><p>该法令还规定，在紧急情况下，如果国内煤炭需求得不到满足，矿产和煤炭局局长代表能源和矿产资源部长可以任命 IUP 或 IUPK 或 PKP2B 持有人或煤炭运输和销售许可证，以满足国内煤炭需求。</p><p><img src=\"https://static.tigerbbs.com/4876dfa477d8ad9e71bc2c61fcf7c9d1\" tg-width=\"1080\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p><b>该法案的英文版被锁定，无法下载</b></p><p><b>印尼禁止煤炭出口的影响</b></p><p>印度尼西亚是世界上最大的煤炭生产国和出口国之一。自 2005 年超过澳大利亚以来，该国是动力煤的主要出口国。其出口动力煤的很大一部分包括中等质量类型（5100-6100 卡/克）和低质量类型（5100 卡/克以下），其中大量需求来自中国和印度。</p><p><img src=\"https://static.tigerbbs.com/eccda7b8262fc247c793e5bc4e8f14e6\" tg-width=\"670\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><b>2021年上半年印尼煤炭出口金额分国别占比</b></p><p>2021年印尼煤炭产量预计为6.09亿吨，高于去年的 5.5 亿吨产量目标；出口4.35亿吨（2020年产量为5.64亿吨，出口4.05亿吨），为世界第一大煤炭出口国。根据Bancosta统计，全球2020年煤炭（焦煤和动力煤）海运量为11.3亿吨。</p><p>由于印尼中、低质煤储量丰富，这些类型的煤炭在国际市场上的价格具有竞争力（部分原因是印尼的劳动力工资低）。近期印尼受天气影响，煤炭装运受限，加之中国煤炭产量提升后，12月动力煤价格持续下行，市场看空情绪主导下，印尼Q3800 FOB价报至66美金/吨。</p><p><img src=\"https://static.tigerbbs.com/b4e8079f2c01e9e59dbdd41953cdd5c7\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>印尼的煤炭资源分布图</b></p><p>印尼煤炭的主要出口目的地国家是中国、印度、日本和韩国。在高峰时期，煤炭占国家采矿业总收入的 85% 左右。印尼面向中国和印度这两个巨大的新兴市场的战略地理位置。由于建造了许多新的燃煤发电厂来为其庞大的人口供电，这两个国家对劣质煤炭的需求猛增。</p><p><img src=\"https://static.tigerbbs.com/c1cc268a2eb92f22589a503691c4ba62\" tg-width=\"534\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>印尼不仅是全球最大的动力煤出口国，也是中国动力煤的主要进口国。2021年1-11月我国动力煤进口国分布：印尼75%、俄罗斯15%、菲律宾3%、南非3%、澳大利亚2%、哥伦比亚1%、蒙古1%。</p><p>由于澳大利亚煤炭受阻，我国加大了印尼动力煤进口力度，前11个月共计从印尼进口动力煤（含无烟、褐煤、其它烟煤及其它煤）1.7596亿吨，占全国进口总量（2.45232亿吨）的72%。与去年同期比，增幅54%。</p><p><img src=\"https://static.tigerbbs.com/16fca7da2d5e6da34aa832f8dcb4dcc1\" tg-width=\"762\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>从目前来看，印尼禁止煤炭出口仅一个月，对我们总体影响不大。当前国内动力煤市场下游库存整体相对充足，终端采购需疲弱，价格弱势运行。</p><p>反而印尼国家电力公司（PLN）对煤炭的需要呈增长趋势。</p><p><img src=\"https://static.tigerbbs.com/b59b540ff4e2e68469b878d6c4af8abb\" tg-width=\"652\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p><b>据预测PLN对电煤的消耗越发强劲</b></p><p>印尼已承诺从 2023 年起停止建设新的燃煤发电厂，并在 2060 年实现碳中和。预计近些年，印尼仍将面临煤炭资源外部需求强劲，从而国内市场无法满足需求的局面。</p></body></html>","source":"lsy1592202328226","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>印尼禁止煤炭出口始末及影响</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n印尼禁止煤炭出口始末及影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 23:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/4556WgNHyDIvPZizSclRSQ><strong>扑克投资家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印尼国家电力公司（PLN）的燃煤发电站印尼缘何禁止煤炭出口？印度尼西亚能源和矿产资源部已于 2022 年 1 月 1 日至 31 日暂时禁止煤炭出口，目的是为了确保国内发电厂的煤炭库存可用。出口禁令的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4556WgNHyDIvPZizSclRSQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48f01dcad4a27005c7a91daf920e1c9d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/4556WgNHyDIvPZizSclRSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139273281","content_text":"2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印尼国家电力公司（PLN）的燃煤发电站印尼缘何禁止煤炭出口？印度尼西亚能源和矿产资源部已于 2022 年 1 月 1 日至 31 日暂时禁止煤炭出口，目的是为了确保国内发电厂的煤炭库存可用。出口禁令的对象是采矿业务许可证 (IUP) 和煤矿公司工作合同 (PKP2B) 的持有者。该出口禁令是在煤矿企业未能满足所谓的国内市场义务之后实施的。矿业和煤炭部主任里德万·贾马鲁丁 (Ridwan Jamaludin) 在一份声明中表示，煤炭供应下降可能会影响国家电力公司 PT PLN (Perusahaan Listrik Negara，简称PLN) 的超过 1000 万客户（包含行业和普通用户）。他说，如果不执行出口禁令，可能会导致 20 个发电量达 10.850 兆瓦的燃煤发电站停电。从历史的煤炭销售数据及可看到出口量一直大于内销“这可能会扰乱国民经济的稳定。当发电厂的煤炭供应充足或恢复正常时，我们就可以出口，”贾马鲁丁告知。“我们将在 2022 年 1 月 5 日之后对其进行评估，”他说。印尼国家电力公司（PLN）的煤炭供应量一直低于每月国内需求（DMO）的义务煤炭销售百分比。印尼煤炭内销目标实现率一直很低到 2022 年 1 月 1 日，在政府设定的 510 万吨目标中，仅交付了 3.5 万吨，即不到 1%。每月国内需求（DMO）无法得到满足，因此导致了印尼国家电力公司（PLN）在 2021 年底出现煤炭供应短缺。这无疑是这场禁煤出口的导火索！印尼国家电力公司（PLN）的供应安全边际是大于20天。印尼本国对煤炭的消耗大户还是发电站根据印尼政府发布的第 139.K/HK.02/MEM.B/2021 号能源和矿产资源部部长决定，这项法令规定了政府批准的每个生产商计划年度煤炭产量的 25% 的国内需求（国内市场义务/DMO）煤炭销售百分比。该法令还规定，在紧急情况下，如果国内煤炭需求得不到满足，矿产和煤炭局局长代表能源和矿产资源部长可以任命 IUP 或 IUPK 或 PKP2B 持有人或煤炭运输和销售许可证，以满足国内煤炭需求。该法案的英文版被锁定，无法下载印尼禁止煤炭出口的影响印度尼西亚是世界上最大的煤炭生产国和出口国之一。自 2005 年超过澳大利亚以来，该国是动力煤的主要出口国。其出口动力煤的很大一部分包括中等质量类型（5100-6100 卡/克）和低质量类型（5100 卡/克以下），其中大量需求来自中国和印度。2021年上半年印尼煤炭出口金额分国别占比2021年印尼煤炭产量预计为6.09亿吨，高于去年的 5.5 亿吨产量目标；出口4.35亿吨（2020年产量为5.64亿吨，出口4.05亿吨），为世界第一大煤炭出口国。根据Bancosta统计，全球2020年煤炭（焦煤和动力煤）海运量为11.3亿吨。由于印尼中、低质煤储量丰富，这些类型的煤炭在国际市场上的价格具有竞争力（部分原因是印尼的劳动力工资低）。近期印尼受天气影响，煤炭装运受限，加之中国煤炭产量提升后，12月动力煤价格持续下行，市场看空情绪主导下，印尼Q3800 FOB价报至66美金/吨。印尼的煤炭资源分布图印尼煤炭的主要出口目的地国家是中国、印度、日本和韩国。在高峰时期，煤炭占国家采矿业总收入的 85% 左右。印尼面向中国和印度这两个巨大的新兴市场的战略地理位置。由于建造了许多新的燃煤发电厂来为其庞大的人口供电，这两个国家对劣质煤炭的需求猛增。印尼不仅是全球最大的动力煤出口国，也是中国动力煤的主要进口国。2021年1-11月我国动力煤进口国分布：印尼75%、俄罗斯15%、菲律宾3%、南非3%、澳大利亚2%、哥伦比亚1%、蒙古1%。由于澳大利亚煤炭受阻，我国加大了印尼动力煤进口力度，前11个月共计从印尼进口动力煤（含无烟、褐煤、其它烟煤及其它煤）1.7596亿吨，占全国进口总量（2.45232亿吨）的72%。与去年同期比，增幅54%。从目前来看，印尼禁止煤炭出口仅一个月，对我们总体影响不大。当前国内动力煤市场下游库存整体相对充足，终端采购需疲弱，价格弱势运行。反而印尼国家电力公司（PLN）对煤炭的需要呈增长趋势。据预测PLN对电煤的消耗越发强劲印尼已承诺从 2023 年起停止建设新的燃煤发电厂，并在 2060 年实现碳中和。预计近些年，印尼仍将面临煤炭资源外部需求强劲，从而国内市场无法满足需求的局面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003454938,"gmtCreate":1641061515957,"gmtModify":1676533568512,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003454938","repostId":"1187394219","repostType":4,"repost":{"id":"1187394219","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1641019951,"share":"https://www.laohu8.com/m/news/1187394219?lang=&edition=full","pubTime":"2022-01-01 14:52","market":"us","language":"zh","title":"2022中概股能否绝处逢生？","url":"https://stock-news.laohu8.com/highlight/detail?id=1187394219","media":"英为财情Investing","summary":"所谓中国概念股，是对所有在海外上市的中国股票的统称。1990年代，中国企业在美国纽约证券交易所、纳斯达克开始尝试性的股票融资。1993年7月，上海石化（Sinopec）作为试点企业成为第一个正式在纽交","content":"<html><head></head><body><p>所谓中国概念股，是对所有在海外上市的中国股票的统称。</p><p>1990年代，中国企业在美国纽约证券交易所、纳斯达克开始尝试性的股票融资。1993年7月，上海石化（Sinopec）作为试点企业成为第一个正式在纽交所上市交易的中国国企。</p><p><b>中概股由噱头转化为价值投资</b></p><p>近年来，中国企业赴美上市后第一天股票价格迅速飙升的新闻比比皆是，也显示出国际投资界对“中国概念股”的追捧和对中国市场的普遍看好。</p><p>在中国经济最近20年“超英赶美”的过程中，“中国概念”也从最初的噱头转变为投资者所重视的价值投资。如很多中国公司在美国上市后的估值都大大超过首次公开招募股时的估值。目前美国股市中最大的中国公司阿里巴巴 (NYSE:BABA)2014年上市时，公司估值为217.67亿美元，最高时一度超过8600亿美元，是原来的40倍。</p><p>中概股在美国的“存在感”在过去15年急速膨胀。2005年在美上市的中国企业仅36家，总市值2600亿美元左右，仅占美股总市值的1%。到去年末，已有超过600家中国公司在美上市，市值6万亿美元左右，占比逼近9%。</p><p>今年一批中资企业携疫后复苏的亮眼数据，以及美股的喜人涨势，扎堆赴美。Dealogic公司的统计显示，今年上半年，中国企业赴美IPO件数为36件，已超过去年全年，为史上最高。</p><p><b>中概变中丐</b></p><p>2021年，风云突变。纳斯达克中国金龙指数在今年2月达到历史高点20893.02之后一路向下，截止12月16日，该指数收盘在8670.6，跌幅高达58.5%！阿里巴巴-SW 下跌48.33%，滴滴下跌54.71%，拼多多下跌67.87%，中概股腰斩者不计其数，跌幅超九成者也大有人在。任谁也没想到，欣欣向荣的中概股在极短时间内就从市场追捧的香饽饽，变成了人人喊打中丐股，一时间血流成河，投资者损失惨重。</p><p><b>以下是大致的时间线索。</b></p><p>2019年3月美国提出《外国公司问责法案》，这被认为是对在美上市中概股的“一记狠招”，该法要求企业上市三年内需要向美国公众公司会计监督委员会(PCAOB)提供审计底稿，否则可能会被强制退市。</p><p>2020年4月2日，瑞幸咖啡 发布公告，承认虚假交易22亿人民币，股价暴跌80%。2020年5月，瑞幸的财务造假案后，美国国会参议院全票通过了《外国公司问责法案》。</p><p>2020年12月，《外国公司问责法案》获总统签署通过。</p><p>2021年7月1日，滴滴 (NYSE:DIDI)悄悄在美国上市，没有敲钟，没有任何宣传。一个市值4000亿的巨无霸，上市竟然如此悄无声息，闻所未闻，当日纳斯达克中国金龙指数大跌2.45%。</p><p>2021年7月2日，《网络安全审查办公室关于对“滴滴出行”启动网络安全审查的公告》，中国金龙指数再跌1.86%。</p><p>2021年7月6日，中国出台了《关于依法从严打击证券违法活动的意见》，提到加强跨境监管合作，并要求落实境外上市公司信息安全主体责任。中国金龙指数再跌2.99%，从7月1日开始连跌5日，跌幅达12.7%。</p><p><img src=\"https://static.tigerbbs.com/39cb5f57f45e3727d2a58b34f3e4311f\" tg-width=\"1080\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>中国金龙指数走势图，来源：Investing.com</p><p>2021年7月24日，中共中央办公厅、国务院办公厅印发《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》，教育类股随即暴跌。在7月23日消息传出的当日，新东方 (HK:9901)下跌54.22%，好未来 (NYSE:TAL)下跌70.76%，高途 (NYSE:GOTU)下跌63.26%，这些昔日明星的中国教育股全军覆没。拖累中国金龙指数连续大跌三日，跌幅达16%，整个7月累计跌幅高达22%。</p><p><img src=\"https://static.tigerbbs.com/18f7a8e3404b52acfaa4137f2c1cfec0\" tg-width=\"1080\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>中国金龙指数走势图，来源：Investing.com</p><p>2021年9月，中国恒大 (HK:3333)被曝出有2万亿人民币的巨额债务，破产传闻开始发酵。恒大股价也开始暴跌，今年迄今下跌将近90%。外媒甚至将其与“雷曼”时刻相提并论，加剧了中概股的抛售，整个9月中概股都呈现下跌走势。中国金龙指数跌幅将近10%。</p><p>2021年12月2日，美国证监会（SEC）通过《外国公司问责法案》修正案（HFCAA）细则。根据法案内容，从2022年起，如果PCAOB连续三年无法审查发行人的会计师事务所，则该股票将被禁止在全美交易所交易，并强制在美股市场退市（即2025年）。消息公布后，中国金龙指数下跌2.09%。</p><p>需要指出的是，审计底稿不仅涉及一些商业机密，更涉及一些内部、地方和政企间的邮件往来。大数据企业的数据信息更是影响国家安全的重要信息。根据中国证券法的相关规定，包括PCAOB在内的境外监管机构无权在中国境内进行调查取证活动；上市公司和审计机构未经主管部门批准，不得向境外提供证券业务活动有关的文件和资料。</p><p>12月3日，滴滴发布微博称“公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作”。尽管公司尚未发布正式公告，但滴滴宣称退市也是网安监管落地的体现。中国金龙指数再次大跌逾9%。</p><p>纵观整个2021年，一个接一个的利空砸晕了中概股，砸懵了投资者，腰斩的中概股同涨幅高达17.78%的纳斯达克综合指数形成鲜明的对比，可谓是冰火两重天。</p><p><b>展望2022</b></p><p>2021年即将过去，新的一年中概股将何去何从？</p><p></p><blockquote><b>一、赴港上市</b></blockquote><p></p><p>做投资一定要随时做好最坏的打算，并且要做好两手准备。</p><p>美国的《外国公司问责法案》虽然还有三年的时间窗口（截止2025年），但若明年市场依旧紧张的话，不排除大量中概股赴港二次上市。</p><p>中信证券认为，海外监管趋严叠加港股市场上市规则及指数纳入的逐渐放开，将加速有资格在港上市的中概龙头回归港股市场。而对于不满足港股二次上市的企业来看，大概率在2025年前便将面临私有化退市的风险。</p><p>由于直接私有化退市所需回购公众股份消耗资金规模大，同时拆除红筹股权架构的合规成本较高、耗时较长、难度较大，不会成为主流选择。而在港二次上市只需要满足两个市场监管要求，符合条件的中概股回归港股二次上市将成为主流。</p><p>实际上，很多先知先觉的中概股早早就已经谋划好了后路。</p><p>仅2021年，就有百度集团 (HK:9888)、哔哩哔哩公司 (NASDAQ:BILI)、携程集团 (HK:9961)、微博公司 (NASDAQ:WB)、理想汽车 (NASDAQ:LI)、小鹏汽车 (NYSE:XPEV)、汽车之家 (HK:2518)等明星中概股赴港二次上市。</p><p>目前就赴港上市的影响众说纷纭，有人认为将对香港资本市场的流动性造成挤压。因为香港市场的流动性远远比不上美国。截至12月，中概股的总市值约为1万亿美元，还有31只香港市场大型蓝筹股的ADR在美股交易，包括腾讯控股 (HK:0700)、金融地产股以及港资公用事业股等，它们的回归将产生规模庞大的融资需求，形成较强的抽血效应，香港市场的流动性将迎来较大的挑战。</p><p>港股在2021年本就已经熊冠全球，很难再经得起如此大的折腾。不过好处也是显而易见的，数千亿甚至上万亿的资金将会回流香港，势必将强化香港作为亚洲金融中心的地位。</p><p>也有人认为最优质的中概股不怕动荡，因为不管留下还是走港股ADR都不影响其前景。</p><p></p><blockquote><b>二、回归A股</b></blockquote><p></p><p>随着科创板、创业板注册制试点的推出，中概股也可以选择直接发行股票的渠道在国内A股上市。</p><p>粤开证券认为，由于A股市场硬科技标的稀缺性，回归后的中概股将获取更高的估值溢价，更容易受到获得市场交易的追逐，这将带动股票市值与流动性的抬升。上市公司与投资者形成良性互动，是促进未来中概股回归A股的关键。</p><p></p><blockquote><b>三、利空出尽，价值回归</b></blockquote><p></p><p>在监管趋严、加大反垄断调查和政策措施不断加码等的影响下，中概股遭受巨大挫折。</p><p>上海证券认为，距离首提反垄断时间已近一年，基于政策出发点在于促使行业向好而非抹杀龙头，市场后期将逐步趋于理智，对监管政策的反应会逐渐钝化，预计四季度政策影响将边际减弱，互联网行业特别是港股互联网公司将走向触底企稳。参考美国互联网反垄断经验，措施对于互联网龙头的负作用往往是暂时性的，影响有限。在中国经济转型、科技强国的大背景下，互联网行业长期向好趋势不变、高景气依旧，伴随监管常态化，市场或将目光移回公司业绩，关注行业内的优质潜力派。</p><p>其实从上面的时间线索就可以看出，并不是中概股业绩不好，并不是他们没有发展潜力，而是整个宏观大环境发生了重大的变化，令他们付出了惨重的代价。</p><p>所以，在这一轮泡沫的挤压之下，很多中概股的估值已经明显低于其自身应该有的价值。</p><p>比如中国的互联网巨头阿里巴巴，其股价已经创四年半新低且接近“破百”，如此“骨折”的优惠价格确实诱人。市盈率17倍，市净率2倍，总市值只有三千亿出头的互联网巨头还是很有吸引力的。</p><p>此外，在今年整个中概股覆巢之下其实也保存了很多完卵。比如造车新势力理想汽车和小鹏汽车在今年的表现非常抢眼，小鹏汽车今年仅下跌了1.31%，而理想汽车更是逆势上涨4.02%，股价并未受太多中概股暴跌的影响。</p><p>比如瑞幸咖啡，在 2020年6月29日退到粉单市场之后，开票价为0.98美元，之后并没有一蹶不振，呈现震荡走高的姿态，其中2021年的开盘价为8.58美元，最高价为17.79美元，截止12月16日收盘价为10.07美元，今年迄今涨的幅高达17.36%。</p><p>瑞幸咖啡选择赔钱和解、改变烧钱打法、优化成本控制、聚焦主业生态，一系列动作之后逐步摆脱了财务造假的枷锁。</p><p>再比如京东，今年虽然下跌了17.32%，但是从8月到11月还是一直处于反弹模式。</p><p>由此可见，中概股仍不乏向好的力量。事实上，投资者对其余中概股的信心也并未完全丧失，特别是在市盈率、市净率等核心指标大幅回落之后，中概股的安全边际愈发明显。</p><p>事实上，全球资本早已经入场抄底。巴菲特的搭档芒格、高瓴资本、桥水基金增持了阿里巴巴，资本巨鳄索罗斯、段永平增持了拼多多，高毅资产、景林资产增持了BOSS直聘 (NASDAQ:BZ)、贝壳 (NYSE:BEKE)等。</p><p>抄底基金的规模也在不断扩大。以易方达中证海外中国互联网50 (QDII-ETF) (SS:513050)基金为例，2021年以来每个月都获得净申购，呈现越跌越买的姿态，截至12月，净申购份额合计高达209.98亿份。</p><p>最理想的情况就是中美重归于好。那么中概股将一扫2021年的阴霾，并在2022年大放光彩。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2022中概股能否绝处逢生？</title>\n<style 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14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>所谓中国概念股，是对所有在海外上市的中国股票的统称。</p><p>1990年代，中国企业在美国纽约证券交易所、纳斯达克开始尝试性的股票融资。1993年7月，上海石化（Sinopec）作为试点企业成为第一个正式在纽交所上市交易的中国国企。</p><p><b>中概股由噱头转化为价值投资</b></p><p>近年来，中国企业赴美上市后第一天股票价格迅速飙升的新闻比比皆是，也显示出国际投资界对“中国概念股”的追捧和对中国市场的普遍看好。</p><p>在中国经济最近20年“超英赶美”的过程中，“中国概念”也从最初的噱头转变为投资者所重视的价值投资。如很多中国公司在美国上市后的估值都大大超过首次公开招募股时的估值。目前美国股市中最大的中国公司阿里巴巴 (NYSE:BABA)2014年上市时，公司估值为217.67亿美元，最高时一度超过8600亿美元，是原来的40倍。</p><p>中概股在美国的“存在感”在过去15年急速膨胀。2005年在美上市的中国企业仅36家，总市值2600亿美元左右，仅占美股总市值的1%。到去年末，已有超过600家中国公司在美上市，市值6万亿美元左右，占比逼近9%。</p><p>今年一批中资企业携疫后复苏的亮眼数据，以及美股的喜人涨势，扎堆赴美。Dealogic公司的统计显示，今年上半年，中国企业赴美IPO件数为36件，已超过去年全年，为史上最高。</p><p><b>中概变中丐</b></p><p>2021年，风云突变。纳斯达克中国金龙指数在今年2月达到历史高点20893.02之后一路向下，截止12月16日，该指数收盘在8670.6，跌幅高达58.5%！阿里巴巴-SW 下跌48.33%，滴滴下跌54.71%，拼多多下跌67.87%，中概股腰斩者不计其数，跌幅超九成者也大有人在。任谁也没想到，欣欣向荣的中概股在极短时间内就从市场追捧的香饽饽，变成了人人喊打中丐股，一时间血流成河，投资者损失惨重。</p><p><b>以下是大致的时间线索。</b></p><p>2019年3月美国提出《外国公司问责法案》，这被认为是对在美上市中概股的“一记狠招”，该法要求企业上市三年内需要向美国公众公司会计监督委员会(PCAOB)提供审计底稿，否则可能会被强制退市。</p><p>2020年4月2日，瑞幸咖啡 发布公告，承认虚假交易22亿人民币，股价暴跌80%。2020年5月，瑞幸的财务造假案后，美国国会参议院全票通过了《外国公司问责法案》。</p><p>2020年12月，《外国公司问责法案》获总统签署通过。</p><p>2021年7月1日，滴滴 (NYSE:DIDI)悄悄在美国上市，没有敲钟，没有任何宣传。一个市值4000亿的巨无霸，上市竟然如此悄无声息，闻所未闻，当日纳斯达克中国金龙指数大跌2.45%。</p><p>2021年7月2日，《网络安全审查办公室关于对“滴滴出行”启动网络安全审查的公告》，中国金龙指数再跌1.86%。</p><p>2021年7月6日，中国出台了《关于依法从严打击证券违法活动的意见》，提到加强跨境监管合作，并要求落实境外上市公司信息安全主体责任。中国金龙指数再跌2.99%，从7月1日开始连跌5日，跌幅达12.7%。</p><p><img src=\"https://static.tigerbbs.com/39cb5f57f45e3727d2a58b34f3e4311f\" tg-width=\"1080\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>中国金龙指数走势图，来源：Investing.com</p><p>2021年7月24日，中共中央办公厅、国务院办公厅印发《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》，教育类股随即暴跌。在7月23日消息传出的当日，新东方 (HK:9901)下跌54.22%，好未来 (NYSE:TAL)下跌70.76%，高途 (NYSE:GOTU)下跌63.26%，这些昔日明星的中国教育股全军覆没。拖累中国金龙指数连续大跌三日，跌幅达16%，整个7月累计跌幅高达22%。</p><p><img src=\"https://static.tigerbbs.com/18f7a8e3404b52acfaa4137f2c1cfec0\" tg-width=\"1080\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>中国金龙指数走势图，来源：Investing.com</p><p>2021年9月，中国恒大 (HK:3333)被曝出有2万亿人民币的巨额债务，破产传闻开始发酵。恒大股价也开始暴跌，今年迄今下跌将近90%。外媒甚至将其与“雷曼”时刻相提并论，加剧了中概股的抛售，整个9月中概股都呈现下跌走势。中国金龙指数跌幅将近10%。</p><p>2021年12月2日，美国证监会（SEC）通过《外国公司问责法案》修正案（HFCAA）细则。根据法案内容，从2022年起，如果PCAOB连续三年无法审查发行人的会计师事务所，则该股票将被禁止在全美交易所交易，并强制在美股市场退市（即2025年）。消息公布后，中国金龙指数下跌2.09%。</p><p>需要指出的是，审计底稿不仅涉及一些商业机密，更涉及一些内部、地方和政企间的邮件往来。大数据企业的数据信息更是影响国家安全的重要信息。根据中国证券法的相关规定，包括PCAOB在内的境外监管机构无权在中国境内进行调查取证活动；上市公司和审计机构未经主管部门批准，不得向境外提供证券业务活动有关的文件和资料。</p><p>12月3日，滴滴发布微博称“公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作”。尽管公司尚未发布正式公告，但滴滴宣称退市也是网安监管落地的体现。中国金龙指数再次大跌逾9%。</p><p>纵观整个2021年，一个接一个的利空砸晕了中概股，砸懵了投资者，腰斩的中概股同涨幅高达17.78%的纳斯达克综合指数形成鲜明的对比，可谓是冰火两重天。</p><p><b>展望2022</b></p><p>2021年即将过去，新的一年中概股将何去何从？</p><p></p><blockquote><b>一、赴港上市</b></blockquote><p></p><p>做投资一定要随时做好最坏的打算，并且要做好两手准备。</p><p>美国的《外国公司问责法案》虽然还有三年的时间窗口（截止2025年），但若明年市场依旧紧张的话，不排除大量中概股赴港二次上市。</p><p>中信证券认为，海外监管趋严叠加港股市场上市规则及指数纳入的逐渐放开，将加速有资格在港上市的中概龙头回归港股市场。而对于不满足港股二次上市的企业来看，大概率在2025年前便将面临私有化退市的风险。</p><p>由于直接私有化退市所需回购公众股份消耗资金规模大，同时拆除红筹股权架构的合规成本较高、耗时较长、难度较大，不会成为主流选择。而在港二次上市只需要满足两个市场监管要求，符合条件的中概股回归港股二次上市将成为主流。</p><p>实际上，很多先知先觉的中概股早早就已经谋划好了后路。</p><p>仅2021年，就有百度集团 (HK:9888)、哔哩哔哩公司 (NASDAQ:BILI)、携程集团 (HK:9961)、微博公司 (NASDAQ:WB)、理想汽车 (NASDAQ:LI)、小鹏汽车 (NYSE:XPEV)、汽车之家 (HK:2518)等明星中概股赴港二次上市。</p><p>目前就赴港上市的影响众说纷纭，有人认为将对香港资本市场的流动性造成挤压。因为香港市场的流动性远远比不上美国。截至12月，中概股的总市值约为1万亿美元，还有31只香港市场大型蓝筹股的ADR在美股交易，包括腾讯控股 (HK:0700)、金融地产股以及港资公用事业股等，它们的回归将产生规模庞大的融资需求，形成较强的抽血效应，香港市场的流动性将迎来较大的挑战。</p><p>港股在2021年本就已经熊冠全球，很难再经得起如此大的折腾。不过好处也是显而易见的，数千亿甚至上万亿的资金将会回流香港，势必将强化香港作为亚洲金融中心的地位。</p><p>也有人认为最优质的中概股不怕动荡，因为不管留下还是走港股ADR都不影响其前景。</p><p></p><blockquote><b>二、回归A股</b></blockquote><p></p><p>随着科创板、创业板注册制试点的推出，中概股也可以选择直接发行股票的渠道在国内A股上市。</p><p>粤开证券认为，由于A股市场硬科技标的稀缺性，回归后的中概股将获取更高的估值溢价，更容易受到获得市场交易的追逐，这将带动股票市值与流动性的抬升。上市公司与投资者形成良性互动，是促进未来中概股回归A股的关键。</p><p></p><blockquote><b>三、利空出尽，价值回归</b></blockquote><p></p><p>在监管趋严、加大反垄断调查和政策措施不断加码等的影响下，中概股遭受巨大挫折。</p><p>上海证券认为，距离首提反垄断时间已近一年，基于政策出发点在于促使行业向好而非抹杀龙头，市场后期将逐步趋于理智，对监管政策的反应会逐渐钝化，预计四季度政策影响将边际减弱，互联网行业特别是港股互联网公司将走向触底企稳。参考美国互联网反垄断经验，措施对于互联网龙头的负作用往往是暂时性的，影响有限。在中国经济转型、科技强国的大背景下，互联网行业长期向好趋势不变、高景气依旧，伴随监管常态化，市场或将目光移回公司业绩，关注行业内的优质潜力派。</p><p>其实从上面的时间线索就可以看出，并不是中概股业绩不好，并不是他们没有发展潜力，而是整个宏观大环境发生了重大的变化，令他们付出了惨重的代价。</p><p>所以，在这一轮泡沫的挤压之下，很多中概股的估值已经明显低于其自身应该有的价值。</p><p>比如中国的互联网巨头阿里巴巴，其股价已经创四年半新低且接近“破百”，如此“骨折”的优惠价格确实诱人。市盈率17倍，市净率2倍，总市值只有三千亿出头的互联网巨头还是很有吸引力的。</p><p>此外，在今年整个中概股覆巢之下其实也保存了很多完卵。比如造车新势力理想汽车和小鹏汽车在今年的表现非常抢眼，小鹏汽车今年仅下跌了1.31%，而理想汽车更是逆势上涨4.02%，股价并未受太多中概股暴跌的影响。</p><p>比如瑞幸咖啡，在 2020年6月29日退到粉单市场之后，开票价为0.98美元，之后并没有一蹶不振，呈现震荡走高的姿态，其中2021年的开盘价为8.58美元，最高价为17.79美元，截止12月16日收盘价为10.07美元，今年迄今涨的幅高达17.36%。</p><p>瑞幸咖啡选择赔钱和解、改变烧钱打法、优化成本控制、聚焦主业生态，一系列动作之后逐步摆脱了财务造假的枷锁。</p><p>再比如京东，今年虽然下跌了17.32%，但是从8月到11月还是一直处于反弹模式。</p><p>由此可见，中概股仍不乏向好的力量。事实上，投资者对其余中概股的信心也并未完全丧失，特别是在市盈率、市净率等核心指标大幅回落之后，中概股的安全边际愈发明显。</p><p>事实上，全球资本早已经入场抄底。巴菲特的搭档芒格、高瓴资本、桥水基金增持了阿里巴巴，资本巨鳄索罗斯、段永平增持了拼多多，高毅资产、景林资产增持了BOSS直聘 (NASDAQ:BZ)、贝壳 (NYSE:BEKE)等。</p><p>抄底基金的规模也在不断扩大。以易方达中证海外中国互联网50 (QDII-ETF) (SS:513050)基金为例，2021年以来每个月都获得净申购，呈现越跌越买的姿态，截至12月，净申购份额合计高达209.98亿份。</p><p>最理想的情况就是中美重归于好。那么中概股将一扫2021年的阴霾，并在2022年大放光彩。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187394219","content_text":"所谓中国概念股，是对所有在海外上市的中国股票的统称。1990年代，中国企业在美国纽约证券交易所、纳斯达克开始尝试性的股票融资。1993年7月，上海石化（Sinopec）作为试点企业成为第一个正式在纽交所上市交易的中国国企。中概股由噱头转化为价值投资近年来，中国企业赴美上市后第一天股票价格迅速飙升的新闻比比皆是，也显示出国际投资界对“中国概念股”的追捧和对中国市场的普遍看好。在中国经济最近20年“超英赶美”的过程中，“中国概念”也从最初的噱头转变为投资者所重视的价值投资。如很多中国公司在美国上市后的估值都大大超过首次公开招募股时的估值。目前美国股市中最大的中国公司阿里巴巴 (NYSE:BABA)2014年上市时，公司估值为217.67亿美元，最高时一度超过8600亿美元，是原来的40倍。中概股在美国的“存在感”在过去15年急速膨胀。2005年在美上市的中国企业仅36家，总市值2600亿美元左右，仅占美股总市值的1%。到去年末，已有超过600家中国公司在美上市，市值6万亿美元左右，占比逼近9%。今年一批中资企业携疫后复苏的亮眼数据，以及美股的喜人涨势，扎堆赴美。Dealogic公司的统计显示，今年上半年，中国企业赴美IPO件数为36件，已超过去年全年，为史上最高。中概变中丐2021年，风云突变。纳斯达克中国金龙指数在今年2月达到历史高点20893.02之后一路向下，截止12月16日，该指数收盘在8670.6，跌幅高达58.5%！阿里巴巴-SW 下跌48.33%，滴滴下跌54.71%，拼多多下跌67.87%，中概股腰斩者不计其数，跌幅超九成者也大有人在。任谁也没想到，欣欣向荣的中概股在极短时间内就从市场追捧的香饽饽，变成了人人喊打中丐股，一时间血流成河，投资者损失惨重。以下是大致的时间线索。2019年3月美国提出《外国公司问责法案》，这被认为是对在美上市中概股的“一记狠招”，该法要求企业上市三年内需要向美国公众公司会计监督委员会(PCAOB)提供审计底稿，否则可能会被强制退市。2020年4月2日，瑞幸咖啡 发布公告，承认虚假交易22亿人民币，股价暴跌80%。2020年5月，瑞幸的财务造假案后，美国国会参议院全票通过了《外国公司问责法案》。2020年12月，《外国公司问责法案》获总统签署通过。2021年7月1日，滴滴 (NYSE:DIDI)悄悄在美国上市，没有敲钟，没有任何宣传。一个市值4000亿的巨无霸，上市竟然如此悄无声息，闻所未闻，当日纳斯达克中国金龙指数大跌2.45%。2021年7月2日，《网络安全审查办公室关于对“滴滴出行”启动网络安全审查的公告》，中国金龙指数再跌1.86%。2021年7月6日，中国出台了《关于依法从严打击证券违法活动的意见》，提到加强跨境监管合作，并要求落实境外上市公司信息安全主体责任。中国金龙指数再跌2.99%，从7月1日开始连跌5日，跌幅达12.7%。中国金龙指数走势图，来源：Investing.com2021年7月24日，中共中央办公厅、国务院办公厅印发《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》，教育类股随即暴跌。在7月23日消息传出的当日，新东方 (HK:9901)下跌54.22%，好未来 (NYSE:TAL)下跌70.76%，高途 (NYSE:GOTU)下跌63.26%，这些昔日明星的中国教育股全军覆没。拖累中国金龙指数连续大跌三日，跌幅达16%，整个7月累计跌幅高达22%。中国金龙指数走势图，来源：Investing.com2021年9月，中国恒大 (HK:3333)被曝出有2万亿人民币的巨额债务，破产传闻开始发酵。恒大股价也开始暴跌，今年迄今下跌将近90%。外媒甚至将其与“雷曼”时刻相提并论，加剧了中概股的抛售，整个9月中概股都呈现下跌走势。中国金龙指数跌幅将近10%。2021年12月2日，美国证监会（SEC）通过《外国公司问责法案》修正案（HFCAA）细则。根据法案内容，从2022年起，如果PCAOB连续三年无法审查发行人的会计师事务所，则该股票将被禁止在全美交易所交易，并强制在美股市场退市（即2025年）。消息公布后，中国金龙指数下跌2.09%。需要指出的是，审计底稿不仅涉及一些商业机密，更涉及一些内部、地方和政企间的邮件往来。大数据企业的数据信息更是影响国家安全的重要信息。根据中国证券法的相关规定，包括PCAOB在内的境外监管机构无权在中国境内进行调查取证活动；上市公司和审计机构未经主管部门批准，不得向境外提供证券业务活动有关的文件和资料。12月3日，滴滴发布微博称“公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作”。尽管公司尚未发布正式公告，但滴滴宣称退市也是网安监管落地的体现。中国金龙指数再次大跌逾9%。纵观整个2021年，一个接一个的利空砸晕了中概股，砸懵了投资者，腰斩的中概股同涨幅高达17.78%的纳斯达克综合指数形成鲜明的对比，可谓是冰火两重天。展望20222021年即将过去，新的一年中概股将何去何从？一、赴港上市做投资一定要随时做好最坏的打算，并且要做好两手准备。美国的《外国公司问责法案》虽然还有三年的时间窗口（截止2025年），但若明年市场依旧紧张的话，不排除大量中概股赴港二次上市。中信证券认为，海外监管趋严叠加港股市场上市规则及指数纳入的逐渐放开，将加速有资格在港上市的中概龙头回归港股市场。而对于不满足港股二次上市的企业来看，大概率在2025年前便将面临私有化退市的风险。由于直接私有化退市所需回购公众股份消耗资金规模大，同时拆除红筹股权架构的合规成本较高、耗时较长、难度较大，不会成为主流选择。而在港二次上市只需要满足两个市场监管要求，符合条件的中概股回归港股二次上市将成为主流。实际上，很多先知先觉的中概股早早就已经谋划好了后路。仅2021年，就有百度集团 (HK:9888)、哔哩哔哩公司 (NASDAQ:BILI)、携程集团 (HK:9961)、微博公司 (NASDAQ:WB)、理想汽车 (NASDAQ:LI)、小鹏汽车 (NYSE:XPEV)、汽车之家 (HK:2518)等明星中概股赴港二次上市。目前就赴港上市的影响众说纷纭，有人认为将对香港资本市场的流动性造成挤压。因为香港市场的流动性远远比不上美国。截至12月，中概股的总市值约为1万亿美元，还有31只香港市场大型蓝筹股的ADR在美股交易，包括腾讯控股 (HK:0700)、金融地产股以及港资公用事业股等，它们的回归将产生规模庞大的融资需求，形成较强的抽血效应，香港市场的流动性将迎来较大的挑战。港股在2021年本就已经熊冠全球，很难再经得起如此大的折腾。不过好处也是显而易见的，数千亿甚至上万亿的资金将会回流香港，势必将强化香港作为亚洲金融中心的地位。也有人认为最优质的中概股不怕动荡，因为不管留下还是走港股ADR都不影响其前景。二、回归A股随着科创板、创业板注册制试点的推出，中概股也可以选择直接发行股票的渠道在国内A股上市。粤开证券认为，由于A股市场硬科技标的稀缺性，回归后的中概股将获取更高的估值溢价，更容易受到获得市场交易的追逐，这将带动股票市值与流动性的抬升。上市公司与投资者形成良性互动，是促进未来中概股回归A股的关键。三、利空出尽，价值回归在监管趋严、加大反垄断调查和政策措施不断加码等的影响下，中概股遭受巨大挫折。上海证券认为，距离首提反垄断时间已近一年，基于政策出发点在于促使行业向好而非抹杀龙头，市场后期将逐步趋于理智，对监管政策的反应会逐渐钝化，预计四季度政策影响将边际减弱，互联网行业特别是港股互联网公司将走向触底企稳。参考美国互联网反垄断经验，措施对于互联网龙头的负作用往往是暂时性的，影响有限。在中国经济转型、科技强国的大背景下，互联网行业长期向好趋势不变、高景气依旧，伴随监管常态化，市场或将目光移回公司业绩，关注行业内的优质潜力派。其实从上面的时间线索就可以看出，并不是中概股业绩不好，并不是他们没有发展潜力，而是整个宏观大环境发生了重大的变化，令他们付出了惨重的代价。所以，在这一轮泡沫的挤压之下，很多中概股的估值已经明显低于其自身应该有的价值。比如中国的互联网巨头阿里巴巴，其股价已经创四年半新低且接近“破百”，如此“骨折”的优惠价格确实诱人。市盈率17倍，市净率2倍，总市值只有三千亿出头的互联网巨头还是很有吸引力的。此外，在今年整个中概股覆巢之下其实也保存了很多完卵。比如造车新势力理想汽车和小鹏汽车在今年的表现非常抢眼，小鹏汽车今年仅下跌了1.31%，而理想汽车更是逆势上涨4.02%，股价并未受太多中概股暴跌的影响。比如瑞幸咖啡，在 2020年6月29日退到粉单市场之后，开票价为0.98美元，之后并没有一蹶不振，呈现震荡走高的姿态，其中2021年的开盘价为8.58美元，最高价为17.79美元，截止12月16日收盘价为10.07美元，今年迄今涨的幅高达17.36%。瑞幸咖啡选择赔钱和解、改变烧钱打法、优化成本控制、聚焦主业生态，一系列动作之后逐步摆脱了财务造假的枷锁。再比如京东，今年虽然下跌了17.32%，但是从8月到11月还是一直处于反弹模式。由此可见，中概股仍不乏向好的力量。事实上，投资者对其余中概股的信心也并未完全丧失，特别是在市盈率、市净率等核心指标大幅回落之后，中概股的安全边际愈发明显。事实上，全球资本早已经入场抄底。巴菲特的搭档芒格、高瓴资本、桥水基金增持了阿里巴巴，资本巨鳄索罗斯、段永平增持了拼多多，高毅资产、景林资产增持了BOSS直聘 (NASDAQ:BZ)、贝壳 (NYSE:BEKE)等。抄底基金的规模也在不断扩大。以易方达中证海外中国互联网50 (QDII-ETF) (SS:513050)基金为例，2021年以来每个月都获得净申购，呈现越跌越买的姿态，截至12月，净申购份额合计高达209.98亿份。最理想的情况就是中美重归于好。那么中概股将一扫2021年的阴霾，并在2022年大放光彩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003454005,"gmtCreate":1641061504028,"gmtModify":1676533568513,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003454005","repostId":"1151040781","repostType":4,"repost":{"id":"1151040781","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":1641026066,"share":"https://www.laohu8.com/m/news/1151040781?lang=&edition=full","pubTime":"2022-01-01 16:34","market":"other","language":"zh","title":"理想汽车2021年总交付量90491辆，同比增长177%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151040781","media":"老虎资讯综合","summary":"2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221","content":"<html><head></head><body><p>2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221辆，环比2021年第三季度增长40.2%，同比2020年第四季度增长143.5%。2021年1月至12月，理想ONE总计交付90,491辆，同比2020年增长177.4%。自交付以来，理想ONE累计交付量已达124,088辆。<img src=\"https://static.tigerbbs.com/79d3fbe2ab784aa259fb078efae6afd5\" tg-width=\"1126\" tg-height=\"1644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>&#34;理想ONE在12月交付超过14,000辆，再创交付量新高。我们发自内心地感谢每一个车主家庭对理想汽车的信任和支持。在12月，我们向所有的理想ONE车主推送了OTA 3.0车机软件，让每一位用户的用车体验再次提升。其中全栈自研的导航辅助驾驶系统，让超过60,000位用户享受到更安全、更便捷的驾驶体验。2022年我们将持续为大家提供更安全、更便捷、更精致的产品和服务。希望新的一年中理想汽车伴随更多家庭一起成长，创造移动的家，创造幸福的家。”理想汽车联合创始人兼总裁沈亚楠说。</p><p>截至2021年12月31日，理想汽车在全国已有206家零售中心，覆盖102个城市；售后维修中心及授权钣喷中心278家，覆盖204个城市。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想汽车2021年总交付量90491辆，同比增长177%</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理想汽车2021年总交付量90491辆，同比增长177%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-01 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221辆，环比2021年第三季度增长40.2%，同比2020年第四季度增长143.5%。2021年1月至12月，理想ONE总计交付90,491辆，同比2020年增长177.4%。自交付以来，理想ONE累计交付量已达124,088辆。<img src=\"https://static.tigerbbs.com/79d3fbe2ab784aa259fb078efae6afd5\" tg-width=\"1126\" tg-height=\"1644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>&#34;理想ONE在12月交付超过14,000辆，再创交付量新高。我们发自内心地感谢每一个车主家庭对理想汽车的信任和支持。在12月，我们向所有的理想ONE车主推送了OTA 3.0车机软件，让每一位用户的用车体验再次提升。其中全栈自研的导航辅助驾驶系统，让超过60,000位用户享受到更安全、更便捷的驾驶体验。2022年我们将持续为大家提供更安全、更便捷、更精致的产品和服务。希望新的一年中理想汽车伴随更多家庭一起成长，创造移动的家，创造幸福的家。”理想汽车联合创始人兼总裁沈亚楠说。</p><p>截至2021年12月31日，理想汽车在全国已有206家零售中心，覆盖102个城市；售后维修中心及授权钣喷中心278家，覆盖204个城市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151040781","content_text":"2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221辆，环比2021年第三季度增长40.2%，同比2020年第四季度增长143.5%。2021年1月至12月，理想ONE总计交付90,491辆，同比2020年增长177.4%。自交付以来，理想ONE累计交付量已达124,088辆。\"理想ONE在12月交付超过14,000辆，再创交付量新高。我们发自内心地感谢每一个车主家庭对理想汽车的信任和支持。在12月，我们向所有的理想ONE车主推送了OTA 3.0车机软件，让每一位用户的用车体验再次提升。其中全栈自研的导航辅助驾驶系统，让超过60,000位用户享受到更安全、更便捷的驾驶体验。2022年我们将持续为大家提供更安全、更便捷、更精致的产品和服务。希望新的一年中理想汽车伴随更多家庭一起成长，创造移动的家，创造幸福的家。”理想汽车联合创始人兼总裁沈亚楠说。截至2021年12月31日，理想汽车在全国已有206家零售中心，覆盖102个城市；售后维修中心及授权钣喷中心278家，覆盖204个城市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863520004,"gmtCreate":1632406770708,"gmtModify":1676530775216,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/863520004","repostId":"1117268117","repostType":4,"repost":{"id":"1117268117","pubTimestamp":1632406281,"share":"https://www.laohu8.com/m/news/1117268117?lang=&edition=full","pubTime":"2021-09-23 22:11","market":"us","language":"zh","title":"一起教育科技二季度净收入6.71亿元，同比减亏73%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117268117","media":"新浪科技","summary":"第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。","content":"<p>9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。</p>\n<p>财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育系统在如何利用信息化手段更好落实国家“双减”目标任务方面进行深入合作。以上海闵行教育系统为例，一起教育科技参与了闵行区“基于<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>作业的精准教学与自适应学习系统”等项目的建设，而该系统所属的数据驱动下大规模因材施教“1258工程“，刚刚入选了教育部办公厅印发的落实“双减”十大典型案例。</p>\n<p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一起教育科技二季度净收入6.71亿元，同比减亏73%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一起教育科技二季度净收入6.71亿元，同比减亏73%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 22:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，一起教育科技净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。\n财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83ebbbb2e96e5ec6f1922e1620b6b193","relate_stocks":{"YQ":"一起教育科技"},"source_url":"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117268117","content_text":"9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，一起教育科技净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。\n财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育系统在如何利用信息化手段更好落实国家“双减”目标任务方面进行深入合作。以上海闵行教育系统为例，一起教育科技参与了闵行区“基于智能作业的精准教学与自适应学习系统”等项目的建设，而该系统所属的数据驱动下大规模因材施教“1258工程“，刚刚入选了教育部办公厅印发的落实“双减”十大典型案例。","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869776456,"gmtCreate":1632325464875,"gmtModify":1676530754380,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869776456","repostId":"1178495501","repostType":4,"repost":{"id":"1178495501","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":1632323511,"share":"https://www.laohu8.com/m/news/1178495501?lang=&edition=full","pubTime":"2021-09-22 23:11","market":"us","language":"zh","title":"中概教育股集体拉升，高途涨超18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178495501","media":"老虎资讯综合","summary":"9月22日(周三)，中概在线教育股整体走高，截至发稿，高途涨超18%，新东方、好未来涨近7%，有道涨超4%。\n\n消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长","content":"<p>9月22日(周三)，中概在线教育股整体走高，截至发稿，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超18%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近7%，有道涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e351e1e58310e4905ead5d22f4f1e1ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长35.3%；现金收入26.947亿元人民币，同比增长12.2%；正价课付费人次1,631,000，同比增长4.1%。</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>中概教育股集体拉升，高途涨超18%</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; 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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中概教育股集体拉升，高途涨超18%\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\">2021-09-22 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月22日(周三)，中概在线教育股整体走高，截至发稿，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超18%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近7%，有道涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e351e1e58310e4905ead5d22f4f1e1ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长35.3%；现金收入26.947亿元人民币，同比增长12.2%；正价课付费人次1,631,000，同比增长4.1%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c2944aef3f5f6171911078376d76bfa8","relate_stocks":{"GOTU":"高途"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178495501","content_text":"9月22日(周三)，中概在线教育股整体走高，截至发稿，高途涨超18%，新东方、好未来涨近7%，有道涨超4%。\n\n消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长35.3%；现金收入26.947亿元人民币，同比增长12.2%；正价课付费人次1,631,000，同比增长4.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860809144,"gmtCreate":1632149288388,"gmtModify":1676530711909,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860809144","repostId":"1136624764","repostType":4,"repost":{"id":"1136624764","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":1632148965,"share":"https://www.laohu8.com/m/news/1136624764?lang=&edition=full","pubTime":"2021-09-20 22:42","market":"us","language":"zh","title":"滴滴出行：关于滴滴管理层变动的传言为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1136624764","media":"老虎资讯综合","summary":"9月20日电，滴滴出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追","content":"<p>9月20日电，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追究其侵权责任的权利。</p>\n<p><img src=\"https://static.tigerbbs.com/ef26137d9614486a8700620aac8a13ff\" tg-width=\"911\" tg-height=\"279\" width=\"100%\" height=\"auto\"></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>滴滴出行：关于滴滴管理层变动的传言为不实信息</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滴滴出行：关于滴滴管理层变动的传言为不实信息\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\">2021-09-20 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月20日电，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追究其侵权责任的权利。</p>\n<p><img src=\"https://static.tigerbbs.com/ef26137d9614486a8700620aac8a13ff\" tg-width=\"911\" tg-height=\"279\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136624764","content_text":"9月20日电，滴滴出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追究其侵权责任的权利。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887633283,"gmtCreate":1632024699442,"gmtModify":1676530688895,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887633283","repostId":"1131422564","repostType":4,"repost":{"id":"1131422564","pubTimestamp":1632022269,"share":"https://www.laohu8.com/m/news/1131422564?lang=&edition=full","pubTime":"2021-09-19 11:31","market":"us","language":"zh","title":"媒体称苹果2023年推首款折叠手机，支持手写笔","url":"https://stock-news.laohu8.com/highlight/detail?id=1131422564","media":"TechWeb","summary":"目前苹果正与LG Display开发可折叠面板。","content":"<p>作者：海蓝</p>\n<p>9月19日消息，据国外媒体报道，在<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>华为等厂商推出多款可折叠的智能手机之后，外界也在关注目前高端智能手机市场霸主的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，会在何时推出可折叠iPhone。</p>\n<p><img src=\"https://static.tigerbbs.com/95569d6ba89f78cec2d1890eb3c64893\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p>\n<p>对于可折叠iPhone，此前也曾有过报道。去年11月份，曾有报道称，苹果已经将可折叠iPhone的样品，送至代工商富士康进行测试，主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初，又有报道称苹果送往富士康的可折叠iPhone样品，已经通过了第一项测试，也就是组装质量控制检查。</p>\n<p>而外媒最新的报道显示，<b>苹果正在研发的可折叠iPhone，有望在2023年推出，也就是两年之后就将问世。</b></p>\n<p>外媒在报道中还提到，苹果将推出的可折叠iPhone，将类似于三星的Galaxy Z Flip，将支持手写笔。</p>\n<p>对于苹果的可折叠iPhone，在苹果产品预测方面有很高准确性的分析师郭明錤，今年3月份也曾有过相关的预期。当时他预计苹果在今年能解决可折叠iPhone在生产方面的技术问题，有望在两年之后推出屏幕为7.5英寸到8英寸的可折叠iPhone。</p>","source":"Techweb","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>媒体称苹果2023年推首款折叠手机，支持手写笔</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{ 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}\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媒体称苹果2023年推首款折叠手机，支持手写笔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-19 11:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.techweb.com.cn/world/2021-09-19/2858154.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：海蓝\n9月19日消息，据国外媒体报道，在三星华为等厂商推出多款可折叠的智能手机之后，外界也在关注目前高端智能手机市场霸主的苹果，会在何时推出可折叠iPhone。\n\n对于可折叠iPhone，此前也曾有过报道。去年11月份，曾有报道称，苹果已经将可折叠iPhone的样品，送至代工商富士康进行测试，主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初，又有报道称苹果送往富士康的可折叠...</p>\n\n<a href=\"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b95f4db484e190b0b606d702f9cb7b7e","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131422564","content_text":"作者：海蓝\n9月19日消息，据国外媒体报道，在三星华为等厂商推出多款可折叠的智能手机之后，外界也在关注目前高端智能手机市场霸主的苹果，会在何时推出可折叠iPhone。\n\n对于可折叠iPhone，此前也曾有过报道。去年11月份，曾有报道称，苹果已经将可折叠iPhone的样品，送至代工商富士康进行测试，主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初，又有报道称苹果送往富士康的可折叠iPhone样品，已经通过了第一项测试，也就是组装质量控制检查。\n而外媒最新的报道显示，苹果正在研发的可折叠iPhone，有望在2023年推出，也就是两年之后就将问世。\n外媒在报道中还提到，苹果将推出的可折叠iPhone，将类似于三星的Galaxy Z Flip，将支持手写笔。\n对于苹果的可折叠iPhone，在苹果产品预测方面有很高准确性的分析师郭明錤，今年3月份也曾有过相关的预期。当时他预计苹果在今年能解决可折叠iPhone在生产方面的技术问题，有望在两年之后推出屏幕为7.5英寸到8英寸的可折叠iPhone。","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887300841,"gmtCreate":1631968946783,"gmtModify":1676530679886,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887300841","repostId":"1100031374","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884824789,"gmtCreate":1631881296641,"gmtModify":1676530660267,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884824789","repostId":"1116445271","repostType":4,"repost":{"id":"1116445271","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":1631880907,"share":"https://www.laohu8.com/m/news/1116445271?lang=&edition=full","pubTime":"2021-09-17 20:15","market":"us","language":"zh","title":"盘前：警惕！“四巫日”来袭，市场将作何反应？","url":"https://stock-news.laohu8.com/highlight/detail?id=1116445271","media":"老虎资讯综合","summary":"9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。\n\n今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普","content":"<p>9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a9952524d48cc98283d64404cd739cb\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p>今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于今日收市时到期，其中包括了除一月外第二大量级的单只个股期权。根据以往来看，四巫日期间，市场波动性往往会上升。</p>\n<p><b>盘前行情</b></p>\n<p>热门中概股盘前多数走高，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>均涨超1%</p>\n<p><a href=\"https://laohu8.com/S/BGNE\">百济神州</a>盘前涨超13%，此前获美国FDA授予百悦泽加速批准，已连续收涨5个交易日；</p>\n<p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨超3%，公司宣布月活破亿，同时，<a href=\"https://laohu8.com/S/ZH\">知乎</a>将于2021年9月17日正式纳入富时全球股票指数—中国指数，包括富时中盘股指数、环球市场指数、全市场指数以及完整全市场指数，当日收市后生效；</p>\n<p>电动汽车制造商<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>盘前涨近6%，此前Lucid Air Dream拿下520英里EPA续航评定；此外，美银最新报告，给与这家美国电动汽车制造商的评级为“买入”，目标价为30美元；</p>\n<p>生物技术公司<a href=\"https://laohu8.com/S/ABCL\">AbCellera Biologics</a>盘前涨近15%，美国食品药品监督管理局扩大了该公司Bamlanivimab和Etesevimab的紧急使用授权，用于接触新冠病毒后的预防；</p>\n<p><a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>盘前涨近5%，报道称公司正在洽谈与<a href=\"https://laohu8.com/S/STT\">道富银行</a>的资产管理业务合并；</p>\n<p>石油天然气公司<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>盘前涨超3%，此前表示将加快向股东返还资本并启动股票回购计划。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指多数下跌，截至发稿，德国DAX30指数跌0.54%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.09%、法国CAC40跌0.15%。</p>\n<p><img src=\"https://static.tigerbbs.com/92d125b3b507aafaacb674ace9a2a803\" tg-width=\"816\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货日内走低，截止发稿，WTI原油跌0.62%，报72.16美元/桶；布伦特原油跌0.45%，报75.33美元/桶。</p>\n<p>因在两次飓风过后，美国墨西哥湾更多生产设施重启。但由于产量恢复看起来落后于需求，两大原油期货本周累计涨幅都超过3%。沙特阿拉伯7月原油出口量上升至1月来最高，也压低了油价。</p>\n<p><img src=\"https://static.tigerbbs.com/16b9584d0486d938b873a8aff6de63f2\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c4844e5a2e041c2539959eb62123b04e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货日内涨幅缩窄，截止发稿，涨0.16%，报1759.5美元/盎司。</p>\n<p>隔夜公布的美国8月零售销售意外增长，令市场对美联储可能提前缩减刺激措施的预期升温。</p>\n<p><img src=\"https://static.tigerbbs.com/7060c631d987c524dfb059e2ba32ef9d\" tg-width=\"889\" tg-height=\"822\" 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>盘前：警惕！“四巫日”来袭，市场将作何反应？</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{ 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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：警惕！“四巫日”来袭，市场将作何反应？\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\">2021-09-17 20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a9952524d48cc98283d64404cd739cb\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p>今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于今日收市时到期，其中包括了除一月外第二大量级的单只个股期权。根据以往来看，四巫日期间，市场波动性往往会上升。</p>\n<p><b>盘前行情</b></p>\n<p>热门中概股盘前多数走高，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>均涨超1%</p>\n<p><a href=\"https://laohu8.com/S/BGNE\">百济神州</a>盘前涨超13%，此前获美国FDA授予百悦泽加速批准，已连续收涨5个交易日；</p>\n<p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨超3%，公司宣布月活破亿，同时，<a href=\"https://laohu8.com/S/ZH\">知乎</a>将于2021年9月17日正式纳入富时全球股票指数—中国指数，包括富时中盘股指数、环球市场指数、全市场指数以及完整全市场指数，当日收市后生效；</p>\n<p>电动汽车制造商<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>盘前涨近6%，此前Lucid Air Dream拿下520英里EPA续航评定；此外，美银最新报告，给与这家美国电动汽车制造商的评级为“买入”，目标价为30美元；</p>\n<p>生物技术公司<a href=\"https://laohu8.com/S/ABCL\">AbCellera Biologics</a>盘前涨近15%，美国食品药品监督管理局扩大了该公司Bamlanivimab和Etesevimab的紧急使用授权，用于接触新冠病毒后的预防；</p>\n<p><a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>盘前涨近5%，报道称公司正在洽谈与<a href=\"https://laohu8.com/S/STT\">道富银行</a>的资产管理业务合并；</p>\n<p>石油天然气公司<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>盘前涨超3%，此前表示将加快向股东返还资本并启动股票回购计划。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指多数下跌，截至发稿，德国DAX30指数跌0.54%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.09%、法国CAC40跌0.15%。</p>\n<p><img src=\"https://static.tigerbbs.com/92d125b3b507aafaacb674ace9a2a803\" tg-width=\"816\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货日内走低，截止发稿，WTI原油跌0.62%，报72.16美元/桶；布伦特原油跌0.45%，报75.33美元/桶。</p>\n<p>因在两次飓风过后，美国墨西哥湾更多生产设施重启。但由于产量恢复看起来落后于需求，两大原油期货本周累计涨幅都超过3%。沙特阿拉伯7月原油出口量上升至1月来最高，也压低了油价。</p>\n<p><img src=\"https://static.tigerbbs.com/16b9584d0486d938b873a8aff6de63f2\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c4844e5a2e041c2539959eb62123b04e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货日内涨幅缩窄，截止发稿，涨0.16%，报1759.5美元/盎司。</p>\n<p>隔夜公布的美国8月零售销售意外增长，令市场对美联储可能提前缩减刺激措施的预期升温。</p>\n<p><img src=\"https://static.tigerbbs.com/7060c631d987c524dfb059e2ba32ef9d\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SCO":"二倍做空彭博原油指数ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","USO":"美国原油ETF","DDG":"ProShares做空石油与天然气ETF","DWT":"三倍做空原油ETN","UPRO":"三倍做多标普500ETF","UCO":"二倍做多彭博原油ETF","OEX":"标普100","SSO":"两倍做多标普500ETF","DUG":"二倍做空石油与天然气ETF(ProShares)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116445271","content_text":"9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。\n\n今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于今日收市时到期，其中包括了除一月外第二大量级的单只个股期权。根据以往来看，四巫日期间，市场波动性往往会上升。\n盘前行情\n热门中概股盘前多数走高，贝壳涨超3%，哔哩哔哩涨超2%，阿里巴巴、拼多多、京东、百度、新东方、滴滴均涨超1%\n百济神州盘前涨超13%，此前获美国FDA授予百悦泽加速批准，已连续收涨5个交易日；\n知乎盘前涨超3%，公司宣布月活破亿，同时，知乎将于2021年9月17日正式纳入富时全球股票指数—中国指数，包括富时中盘股指数、环球市场指数、全市场指数以及完整全市场指数，当日收市后生效；\n电动汽车制造商Lucid Group盘前涨近6%，此前Lucid Air Dream拿下520英里EPA续航评定；此外，美银最新报告，给与这家美国电动汽车制造商的评级为“买入”，目标价为30美元；\n生物技术公司AbCellera Biologics盘前涨近15%，美国食品药品监督管理局扩大了该公司Bamlanivimab和Etesevimab的紧急使用授权，用于接触新冠病毒后的预防；\n美国景顺集团盘前涨近5%，报道称公司正在洽谈与道富银行的资产管理业务合并；\n石油天然气公司Diamondback Energy盘前涨超3%，此前表示将加快向股东返还资本并启动股票回购计划。\n欧洲市场\n欧洲主要股指多数下跌，截至发稿，德国DAX30指数跌0.54%，英国富时100跌0.09%、法国CAC40跌0.15%。\n\n原油\n原油期货日内走低，截止发稿，WTI原油跌0.62%，报72.16美元/桶；布伦特原油跌0.45%，报75.33美元/桶。\n因在两次飓风过后，美国墨西哥湾更多生产设施重启。但由于产量恢复看起来落后于需求，两大原油期货本周累计涨幅都超过3%。沙特阿拉伯7月原油出口量上升至1月来最高，也压低了油价。\n\n黄金\n黄金期货日内涨幅缩窄，截止发稿，涨0.16%，报1759.5美元/盎司。\n隔夜公布的美国8月零售销售意外增长，令市场对美联储可能提前缩减刺激措施的预期升温。","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885648927,"gmtCreate":1631791100269,"gmtModify":1676530636342,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/885648927","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"hk","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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：中秋节休市安排来了！港股22日休市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：中秋节休市安排来了！港股22日休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882193771,"gmtCreate":1631665402293,"gmtModify":1676530602762,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882193771","repostId":"2167554998","repostType":4,"repost":{"id":"2167554998","pubTimestamp":1631664843,"share":"https://www.laohu8.com/m/news/2167554998?lang=&edition=full","pubTime":"2021-09-15 08:14","market":"us","language":"zh","title":"谷歌因涉嫌滥用市场支配地位遭韩国重罚","url":"https://stock-news.laohu8.com/highlight/detail?id=2167554998","media":"新华社","summary":"新华社首尔9月14日电 韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元罚款。谷歌这一行为反映了其滥用市场支配地位限制手机操作系统市场的竞争。该法案禁止手机应用商店运营商强制要求应用开发者使用前者指定的支付系统，并允许韩国政府对应用商店运营商进行调查以保护用户权益。","content":"<p>新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。</p>\n<p>韩国公平交易委员会当天发表声明说，谷歌阻碍<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等手机制造商生产搭载定制版安卓手机操作系统的手机，限制其竞争对手开发的操作系统进入市场，同时遏制了创新。</p>\n<p>声明说，谷歌在与手机制造商就应用商店许可和操作系统事先使用权签署协议时，强制要求手机制造商签署“反碎片化协议”。该协议规定，手机制造商不可直接开发安卓操作系统的定制版本，其生产的手机也不可搭载此类系统。谷歌这一行为反映了其滥用市场支配地位限制手机操作系统市场的竞争。</p>\n<p>韩国公平交易委员会表示，此次对谷歌开出罚单的意义在于为今后重塑手机操作系统和应用市场的竞争秩序提供了机会，将有利于更多创新设备及服务问世。</p>\n<p>另据媒体报道，当天，韩国《电信业务法》修正案正式生效。该法案禁止手机应用商店运营商强制要求应用开发者使用前者指定的支付系统，并允许韩国政府对应用商店运营商进行调查以保护用户权益。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌因涉嫌滥用市场支配地位遭韩国重罚</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谷歌因涉嫌滥用市场支配地位遭韩国重罚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 08:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109142324037d52d9fb&s=b><strong>新华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。\n韩国公平交易委员会当天发表声明说，谷歌阻碍三星等手机制造商生产搭载定制版安卓手机操作系统的手机，限制其竞争对手开发的操作系统进入市场，同时遏制了创新。\n声明说，谷歌在与手机制造商就应用商店许可和操作系统事先使用权签署协议时，强制要求手机制造商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109142324037d52d9fb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc2177e2e368b578bdaa674f65ce2424","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109142324037d52d9fb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2167554998","content_text":"新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。\n韩国公平交易委员会当天发表声明说，谷歌阻碍三星等手机制造商生产搭载定制版安卓手机操作系统的手机，限制其竞争对手开发的操作系统进入市场，同时遏制了创新。\n声明说，谷歌在与手机制造商就应用商店许可和操作系统事先使用权签署协议时，强制要求手机制造商签署“反碎片化协议”。该协议规定，手机制造商不可直接开发安卓操作系统的定制版本，其生产的手机也不可搭载此类系统。谷歌这一行为反映了其滥用市场支配地位限制手机操作系统市场的竞争。\n韩国公平交易委员会表示，此次对谷歌开出罚单的意义在于为今后重塑手机操作系统和应用市场的竞争秩序提供了机会，将有利于更多创新设备及服务问世。\n另据媒体报道，当天，韩国《电信业务法》修正案正式生效。该法案禁止手机应用商店运营商强制要求应用开发者使用前者指定的支付系统，并允许韩国政府对应用商店运营商进行调查以保护用户权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886731612,"gmtCreate":1631624727236,"gmtModify":1676530592602,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886731612","repostId":"1197342909","repostType":4,"repost":{"id":"1197342909","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":1631622885,"share":"https://www.laohu8.com/m/news/1197342909?lang=&edition=full","pubTime":"2021-09-14 20:34","market":"us","language":"zh","title":"美国8月CPI同比5.3%，符合市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1197342909","media":"老虎资讯综合","summary":"9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。\nCPI","content":"<p>9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。</p>\n<p>CPI数据公布后，美股三大股指直线拉升，道指期货涨0.42%，标普500指数期货涨0.44%，纳指期货涨0.41%；</p>\n<p>财经网站Forexlive评美国8月CPI：这些数字普遍低于预期，美元全面下跌。读数低比读数高更重要，因为它预示着通胀已见顶。这是美联储希望看到的情况，以便在加息前为自己争取更多时间。</p>\n<p><img src=\"https://static.tigerbbs.com/bb7bc99a80f138c7b6d1da753737a218\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/defcaf8040055590abadf60414429a07\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/041ef02df04c2bd6aad4c526fc97ea68\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国8月CPI同比5.3%，符合市场预期</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8月CPI同比5.3%，符合市场预期\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\">2021-09-14 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。</p>\n<p>CPI数据公布后，美股三大股指直线拉升，道指期货涨0.42%，标普500指数期货涨0.44%，纳指期货涨0.41%；</p>\n<p>财经网站Forexlive评美国8月CPI：这些数字普遍低于预期，美元全面下跌。读数低比读数高更重要，因为它预示着通胀已见顶。这是美联储希望看到的情况，以便在加息前为自己争取更多时间。</p>\n<p><img src=\"https://static.tigerbbs.com/bb7bc99a80f138c7b6d1da753737a218\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/defcaf8040055590abadf60414429a07\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/041ef02df04c2bd6aad4c526fc97ea68\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e9ba109e7f6844f2904f6647779f151","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197342909","content_text":"9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。\nCPI数据公布后，美股三大股指直线拉升，道指期货涨0.42%，标普500指数期货涨0.44%，纳指期货涨0.41%；\n财经网站Forexlive评美国8月CPI：这些数字普遍低于预期，美元全面下跌。读数低比读数高更重要，因为它预示着通胀已见顶。这是美联储希望看到的情况，以便在加息前为自己争取更多时间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886003296,"gmtCreate":1631535260815,"gmtModify":1676530568273,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886003296","repostId":"1139166217","repostType":4,"repost":{"id":"1139166217","weMediaInfo":{"introduction":"记录新经济的每一个节点","home_visible":1,"media_name":"节点财经","id":"1021708884","head_image":"https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e"},"pubTimestamp":1631534771,"share":"https://www.laohu8.com/m/news/1139166217?lang=&edition=full","pubTime":"2021-09-13 20:06","market":"hk","language":"zh","title":"有“三驾马车”的网易，该向何处去？","url":"https://stock-news.laohu8.com/highlight/detail?id=1139166217","media":"节点财经","summary":"9月8日，腾讯、网易等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。\n在监管的天花板越来越硬","content":"<p>9月8日，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。</p>\n<p>在监管的天花板越来越硬的当下，游戏行业的“内卷”也愈演愈烈，而相比根基更为深厚的行业老大腾讯，位居第二的网易的教育板块同样也面临调整，受到的冲击似乎更为严重。不久前，网易发布了其2021年Q2财报，增收不增利的数据表现透露出其面临的真实处境。</p>\n<p>2021年Q2财报显示，2021上半年，网易实现营收410亿元（人民币，下同），同比增长16.4%。但净利润方面没这么好看，归母净利润（GAAP）为79.8亿元，同比下滑 1.33%，Non-GAAP净利润为93亿元，同比下滑1.4%。</p>\n<p>截至2021年9月10日收盘，网易美股股价为88.45美元/股，市值为593.5亿美元，股价相比2021年2月的最高点133.98美元/股（前复权）已跌去近30%。作为昔日互联网时代国内四大巨头之一，网易如今和万亿市值的腾讯、阿里等已经逐步拉大距离。相比腾讯、阿里的多元化营收结构，游戏营收占比超七成的网易，在教育和游戏行业监管趋紧下，往后的日子该怎么过？</p>\n<p><b>/&nbsp;01&nbsp;/</b></p>\n<p><b>净利润再下滑</b></p>\n<p><b>游戏增速放缓</b></p>\n<p>从2001年成立在线游戏事业部以来，网易一直位列国内游戏行业的前三。端游时代推出包括《大话西游》、《梦幻西游》在内的27款自研产品。2013年进入手游时代后，更是通过《梦幻西游》、《阴阳师》等爆款长线产品占据<a href=\"https://laohu8.com/S/CMGE\">中国手游</a>市场第二的位置。</p>\n<p>相比此前的高光时代，目前网易存量游戏的流水还在增长，但营收增速正在放缓。2021年Q2，网易实现营收205亿元，同比增长12.87%，环比持平。</p>\n<p><img src=\"https://static.tigerbbs.com/b5f332abf4580791c85c7d3f60f2cbd7\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>和营收大幅增长相对应的，是净利润大幅下滑。财报显示，公司Q2归母净利润为35.4亿元，同比下滑 21.95%，Non-GAAP 净利润为42.3亿元，同比下滑19.1%。如果从2020年Q3开始算，这已经是网易近一年内第三次出现净利润同比下滑。</p>\n<p><b>这种增收不增利的现象，主要归因于游戏业务的疲软。</b>作为为公司贡献约七成收入的“现金牛”业务，网易的游戏业务不可避免受到监管影响。2021年以来，相关部门针对未成年人“游戏成瘾”推出了多项防沉迷措施和政策。比如8月30日下午，国家新闻出版署下发《关于进一步严格管理，切实防止未成年人沉迷网络游戏的通知》，规定所有网络游戏企业仅可在周五、周六、周日和法定节假日每日20时至21时向未成年人提供1小时服务，其他时间均不得以任何形式向未成年人提供网络游戏服务。</p>\n<p>财报显示，2021年Q2，网易游戏收入约为145亿元，同比增长5.1%。过去六个季度，网易游戏的营收同比增幅大多在10%到20%之间，这次是其同比增幅首次下滑至个位数。与此同时，Q2网易运营利润为37.58亿元，运营利润率为18%，同比也出现下滑。</p>\n<p>游戏行业是个更新迭代较快且竞争日趋白热化的行业，游戏巨头同样也承受着不小的自研焦虑。为此，网易正不断加大研发投入。财报显示，2021年Q2，网易的研发费用投入为34亿元，研发费用率同比提升3.36个百分点至16.6%。</p>\n<p>此外，值得注意的是，<b>网易过去几年在出海方面的发力目前已经初见成效。据Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>发布的2021年7月中国手游发行商全球收入排行榜显示，网易排名第二。</b></p>\n<p>下半年，网易的新游储备包括《哈利波特：魔法觉醒》、《指环王战争崛起》（将于9月23日上线欧洲、美洲、大洋洲和东南亚）、《暗黑破坏神:不朽》、《倩女幽魂隐世录》及《超激斗梦境》等，这些新游上市的表现，或将很大程度上决定公司下个阶段的业绩。</p>\n<p><img src=\"https://static.tigerbbs.com/57a903c09a996e12298648ef7fd85452\" tg-width=\"1080\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>其中，9月9日全平台上线的《哈利波特：魔法觉醒》在全球顶级IP、游戏美术风格独特、剧情任务还原原著等元素加持下，一经上线便热度飙升，力压腾讯《王者荣耀》、《和平精英》一举登上畅销榜第一，既证明了自己有能力做好全球化大IP，也为下半年的网易带来了一个好兆头。</p>\n<p><b>/&nbsp;02&nbsp;/</b></p>\n<p><b>教育调头</b></p>\n<p><b>在线音乐峰回路转</b></p>\n<p>除了游戏这个收入大头，网易还有两大业务：教育板块的网易<a href=\"https://laohu8.com/S/DAO\">有道</a>，以及创新业务及其他（包括网易云音乐，网易新闻，网易邮箱，网易严选，CC 直播）。目前来看，这两块业务基本上也是机遇和挑战并存。</p>\n<p>先说网易有道。在线教育作为2020年风头无二的行业，在“双减”（减轻义务教育阶段学生作业负担和校外培训负担）等多项政策出台后，直接从爆发期进入了生死转折点。身处其中的网易有道，盈利模式未明，又逢政策巨变，亏损进一步扩大。</p>\n<p>财报显示，网易有道2021年Q2营收增长107.5%至13亿元，亏损也扩大103.4%至5.2亿元。从数据可以看出，营销费用高企是亏损扩大的主要原因之一：Q2其总营业费用高达9.7亿元，同比增长118.6%。</p>\n<p>网易有道业务分为在线课程、交互学习、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件与在线学习工具四个板块。相比同行，网易有道的K12业务占比较低，大致占总营收的41.2%。同时，公司在成人教育、素质教育、智能硬件方面的布局也较早。为此，在“双减”新政冲击在线教育行业培训业务底层逻辑的大背景下，作为以明星硬件引流培训课程的先行者，网易有道被认为或能迎来新机遇。</p>\n<p>但网易有道的教育硬件能否独立盈利？目前看来可能并不容易。财报显示，Q2其硬件产品的销售收入为2亿元，仅略高于其1.8亿元的研发成本；作为词典笔等硬件捆绑的培训课程，其学习服务收入为9.2亿元，占有道营收的七成以上。</p>\n<p>而创新业务及其他方面，网易的一个重要的好消息是针对<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>的反垄断强监管推进两年，近日终于尘埃落定。2021年7月24日，国家市场监管总局向腾讯发出行政处罚书，腾讯五年前对中国音乐集团的股权收购案，构成违法实施经营者集中。根据这份行政处罚书，8月23日起，腾讯音乐拥有的全球三大唱片公司独家版权协议皆告作废。</p>\n<p><b>作为行业老二，网易云音乐成了独家版权模式终结最直接的受益者。</b>财报显示，2021年Q2，网易云音乐业务首次实现季度正毛利润，该业务的好转带动同期公司创新业务及其他收入同比增长26%至47亿元，同时助力公司创新业务以及其他收入的毛利率环比提升4.9个百分点至19.3%。</p>\n<p><b>/&nbsp;03&nbsp;/</b></p>\n<p><b>挑战重重</b></p>\n<p><b>网易不易</b></p>\n<p>虽说也有好消息，但网易的三大业务目前均面临着不小的挑战。</p>\n<p>先说最核心的游戏业务。作为老牌游戏大厂，网易目前“老二”的江湖地位虽然还在，但营收增速已经出现明显放缓趋势。</p>\n<p>内忧之下，外患也不少。近几年，随着后起之秀不断崛起，国内游戏行业的竞争正日趋激烈。比如，FunPlus、友塔网络、<a href=\"https://laohu8.com/S/00799\">IGG</a>等新兴游戏公司在出海手游开发商收入榜单中风头正盛；游戏界新贵米哈游近十年，每两三年就推出一款新品，市场表现几乎不曾失手；而推出《剑与远征》、《万国觉醒》等游戏的上海莉莉丝海外收入排名甚至一度超越网易。此外，阿里重振游戏业务，字节跳动等互联网巨头重金杀入游戏领域等，都进一步加剧了行业竞争的激烈程度。</p>\n<p>音乐板块方面，独家版权模式终结虽然给网易云音乐带来了利好，但从长远来看，网易云音乐需要解决的问题依然不少。</p>\n<p>首当其冲的是在线音乐行业的商业模式问题。此前，在线音乐行业由于各大平台长期竞争，形成了“相当烧钱”的版权购买模式，在此模式下的网易云音乐在商业化方面也一直难有太大突破。</p>\n<p>网易云音乐的招股书披露，公司每年都要支出超过16亿元的预付内容许可费，在2020年这部分费用达22.57亿元。如此模式下，2021年5月底，网易云音乐交出了一份三年经调整亏损高达49.62亿元的招股书，但通过港交所聆讯后决定暂缓上市。随着独家版权模式终结，网易云音乐多年未能扭亏的局面能否缓解？目前还未可知。</p>\n<p>而在教育方面，行业压力之下，多方向的转型部署已经迫在眉睫，网易有道也不例外。8月初，网易有道在发布会上曝光了包括少儿编程、围棋、美术等在内的多款素质教育产品，同时重点介绍了旗下为线下机构提供素质化转型方案的to B课程平台——有道优课，意在进一步调转方向盘，从学科类教育撤离，向非学科类课程产品进一步靠近。</p>\n<p>不过，网易有道此前的素质教育和B端业务对于政府采购的依赖较大，相关业务的盈利能力、规模化的可能性一直为行业诟病，随后的相关业务能否跑通，或仍需要政策端进一步释放利好。</p>\n<p><b>种种挑战之下，网易的“三驾马车”想要进一步突破，仍然任重道远。</b></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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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有“三驾马车”的网易，该向何处去？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1021708884\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">节点财经 </p>\n<p class=\"h-time\">2021-09-13 20:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月8日，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。</p>\n<p>在监管的天花板越来越硬的当下，游戏行业的“内卷”也愈演愈烈，而相比根基更为深厚的行业老大腾讯，位居第二的网易的教育板块同样也面临调整，受到的冲击似乎更为严重。不久前，网易发布了其2021年Q2财报，增收不增利的数据表现透露出其面临的真实处境。</p>\n<p>2021年Q2财报显示，2021上半年，网易实现营收410亿元（人民币，下同），同比增长16.4%。但净利润方面没这么好看，归母净利润（GAAP）为79.8亿元，同比下滑 1.33%，Non-GAAP净利润为93亿元，同比下滑1.4%。</p>\n<p>截至2021年9月10日收盘，网易美股股价为88.45美元/股，市值为593.5亿美元，股价相比2021年2月的最高点133.98美元/股（前复权）已跌去近30%。作为昔日互联网时代国内四大巨头之一，网易如今和万亿市值的腾讯、阿里等已经逐步拉大距离。相比腾讯、阿里的多元化营收结构，游戏营收占比超七成的网易，在教育和游戏行业监管趋紧下，往后的日子该怎么过？</p>\n<p><b>/&nbsp;01&nbsp;/</b></p>\n<p><b>净利润再下滑</b></p>\n<p><b>游戏增速放缓</b></p>\n<p>从2001年成立在线游戏事业部以来，网易一直位列国内游戏行业的前三。端游时代推出包括《大话西游》、《梦幻西游》在内的27款自研产品。2013年进入手游时代后，更是通过《梦幻西游》、《阴阳师》等爆款长线产品占据<a href=\"https://laohu8.com/S/CMGE\">中国手游</a>市场第二的位置。</p>\n<p>相比此前的高光时代，目前网易存量游戏的流水还在增长，但营收增速正在放缓。2021年Q2，网易实现营收205亿元，同比增长12.87%，环比持平。</p>\n<p><img src=\"https://static.tigerbbs.com/b5f332abf4580791c85c7d3f60f2cbd7\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>和营收大幅增长相对应的，是净利润大幅下滑。财报显示，公司Q2归母净利润为35.4亿元，同比下滑 21.95%，Non-GAAP 净利润为42.3亿元，同比下滑19.1%。如果从2020年Q3开始算，这已经是网易近一年内第三次出现净利润同比下滑。</p>\n<p><b>这种增收不增利的现象，主要归因于游戏业务的疲软。</b>作为为公司贡献约七成收入的“现金牛”业务，网易的游戏业务不可避免受到监管影响。2021年以来，相关部门针对未成年人“游戏成瘾”推出了多项防沉迷措施和政策。比如8月30日下午，国家新闻出版署下发《关于进一步严格管理，切实防止未成年人沉迷网络游戏的通知》，规定所有网络游戏企业仅可在周五、周六、周日和法定节假日每日20时至21时向未成年人提供1小时服务，其他时间均不得以任何形式向未成年人提供网络游戏服务。</p>\n<p>财报显示，2021年Q2，网易游戏收入约为145亿元，同比增长5.1%。过去六个季度，网易游戏的营收同比增幅大多在10%到20%之间，这次是其同比增幅首次下滑至个位数。与此同时，Q2网易运营利润为37.58亿元，运营利润率为18%，同比也出现下滑。</p>\n<p>游戏行业是个更新迭代较快且竞争日趋白热化的行业，游戏巨头同样也承受着不小的自研焦虑。为此，网易正不断加大研发投入。财报显示，2021年Q2，网易的研发费用投入为34亿元，研发费用率同比提升3.36个百分点至16.6%。</p>\n<p>此外，值得注意的是，<b>网易过去几年在出海方面的发力目前已经初见成效。据Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>发布的2021年7月中国手游发行商全球收入排行榜显示，网易排名第二。</b></p>\n<p>下半年，网易的新游储备包括《哈利波特：魔法觉醒》、《指环王战争崛起》（将于9月23日上线欧洲、美洲、大洋洲和东南亚）、《暗黑破坏神:不朽》、《倩女幽魂隐世录》及《超激斗梦境》等，这些新游上市的表现，或将很大程度上决定公司下个阶段的业绩。</p>\n<p><img src=\"https://static.tigerbbs.com/57a903c09a996e12298648ef7fd85452\" tg-width=\"1080\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>其中，9月9日全平台上线的《哈利波特：魔法觉醒》在全球顶级IP、游戏美术风格独特、剧情任务还原原著等元素加持下，一经上线便热度飙升，力压腾讯《王者荣耀》、《和平精英》一举登上畅销榜第一，既证明了自己有能力做好全球化大IP，也为下半年的网易带来了一个好兆头。</p>\n<p><b>/&nbsp;02&nbsp;/</b></p>\n<p><b>教育调头</b></p>\n<p><b>在线音乐峰回路转</b></p>\n<p>除了游戏这个收入大头，网易还有两大业务：教育板块的网易<a href=\"https://laohu8.com/S/DAO\">有道</a>，以及创新业务及其他（包括网易云音乐，网易新闻，网易邮箱，网易严选，CC 直播）。目前来看，这两块业务基本上也是机遇和挑战并存。</p>\n<p>先说网易有道。在线教育作为2020年风头无二的行业，在“双减”（减轻义务教育阶段学生作业负担和校外培训负担）等多项政策出台后，直接从爆发期进入了生死转折点。身处其中的网易有道，盈利模式未明，又逢政策巨变，亏损进一步扩大。</p>\n<p>财报显示，网易有道2021年Q2营收增长107.5%至13亿元，亏损也扩大103.4%至5.2亿元。从数据可以看出，营销费用高企是亏损扩大的主要原因之一：Q2其总营业费用高达9.7亿元，同比增长118.6%。</p>\n<p>网易有道业务分为在线课程、交互学习、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件与在线学习工具四个板块。相比同行，网易有道的K12业务占比较低，大致占总营收的41.2%。同时，公司在成人教育、素质教育、智能硬件方面的布局也较早。为此，在“双减”新政冲击在线教育行业培训业务底层逻辑的大背景下，作为以明星硬件引流培训课程的先行者，网易有道被认为或能迎来新机遇。</p>\n<p>但网易有道的教育硬件能否独立盈利？目前看来可能并不容易。财报显示，Q2其硬件产品的销售收入为2亿元，仅略高于其1.8亿元的研发成本；作为词典笔等硬件捆绑的培训课程，其学习服务收入为9.2亿元，占有道营收的七成以上。</p>\n<p>而创新业务及其他方面，网易的一个重要的好消息是针对<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>的反垄断强监管推进两年，近日终于尘埃落定。2021年7月24日，国家市场监管总局向腾讯发出行政处罚书，腾讯五年前对中国音乐集团的股权收购案，构成违法实施经营者集中。根据这份行政处罚书，8月23日起，腾讯音乐拥有的全球三大唱片公司独家版权协议皆告作废。</p>\n<p><b>作为行业老二，网易云音乐成了独家版权模式终结最直接的受益者。</b>财报显示，2021年Q2，网易云音乐业务首次实现季度正毛利润，该业务的好转带动同期公司创新业务及其他收入同比增长26%至47亿元，同时助力公司创新业务以及其他收入的毛利率环比提升4.9个百分点至19.3%。</p>\n<p><b>/&nbsp;03&nbsp;/</b></p>\n<p><b>挑战重重</b></p>\n<p><b>网易不易</b></p>\n<p>虽说也有好消息，但网易的三大业务目前均面临着不小的挑战。</p>\n<p>先说最核心的游戏业务。作为老牌游戏大厂，网易目前“老二”的江湖地位虽然还在，但营收增速已经出现明显放缓趋势。</p>\n<p>内忧之下，外患也不少。近几年，随着后起之秀不断崛起，国内游戏行业的竞争正日趋激烈。比如，FunPlus、友塔网络、<a href=\"https://laohu8.com/S/00799\">IGG</a>等新兴游戏公司在出海手游开发商收入榜单中风头正盛；游戏界新贵米哈游近十年，每两三年就推出一款新品，市场表现几乎不曾失手；而推出《剑与远征》、《万国觉醒》等游戏的上海莉莉丝海外收入排名甚至一度超越网易。此外，阿里重振游戏业务，字节跳动等互联网巨头重金杀入游戏领域等，都进一步加剧了行业竞争的激烈程度。</p>\n<p>音乐板块方面，独家版权模式终结虽然给网易云音乐带来了利好，但从长远来看，网易云音乐需要解决的问题依然不少。</p>\n<p>首当其冲的是在线音乐行业的商业模式问题。此前，在线音乐行业由于各大平台长期竞争，形成了“相当烧钱”的版权购买模式，在此模式下的网易云音乐在商业化方面也一直难有太大突破。</p>\n<p>网易云音乐的招股书披露，公司每年都要支出超过16亿元的预付内容许可费，在2020年这部分费用达22.57亿元。如此模式下，2021年5月底，网易云音乐交出了一份三年经调整亏损高达49.62亿元的招股书，但通过港交所聆讯后决定暂缓上市。随着独家版权模式终结，网易云音乐多年未能扭亏的局面能否缓解？目前还未可知。</p>\n<p>而在教育方面，行业压力之下，多方向的转型部署已经迫在眉睫，网易有道也不例外。8月初，网易有道在发布会上曝光了包括少儿编程、围棋、美术等在内的多款素质教育产品，同时重点介绍了旗下为线下机构提供素质化转型方案的to B课程平台——有道优课，意在进一步调转方向盘，从学科类教育撤离，向非学科类课程产品进一步靠近。</p>\n<p>不过，网易有道此前的素质教育和B端业务对于政府采购的依赖较大，相关业务的盈利能力、规模化的可能性一直为行业诟病，随后的相关业务能否跑通，或仍需要政策端进一步释放利好。</p>\n<p><b>种种挑战之下，网易的“三驾马车”想要进一步突破，仍然任重道远。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d8e0305a87df45caf56132a277d0132","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09999":"网易-S","NTES":"网易"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139166217","content_text":"9月8日，腾讯、网易等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。\n在监管的天花板越来越硬的当下，游戏行业的“内卷”也愈演愈烈，而相比根基更为深厚的行业老大腾讯，位居第二的网易的教育板块同样也面临调整，受到的冲击似乎更为严重。不久前，网易发布了其2021年Q2财报，增收不增利的数据表现透露出其面临的真实处境。\n2021年Q2财报显示，2021上半年，网易实现营收410亿元（人民币，下同），同比增长16.4%。但净利润方面没这么好看，归母净利润（GAAP）为79.8亿元，同比下滑 1.33%，Non-GAAP净利润为93亿元，同比下滑1.4%。\n截至2021年9月10日收盘，网易美股股价为88.45美元/股，市值为593.5亿美元，股价相比2021年2月的最高点133.98美元/股（前复权）已跌去近30%。作为昔日互联网时代国内四大巨头之一，网易如今和万亿市值的腾讯、阿里等已经逐步拉大距离。相比腾讯、阿里的多元化营收结构，游戏营收占比超七成的网易，在教育和游戏行业监管趋紧下，往后的日子该怎么过？\n/ 01 /\n净利润再下滑\n游戏增速放缓\n从2001年成立在线游戏事业部以来，网易一直位列国内游戏行业的前三。端游时代推出包括《大话西游》、《梦幻西游》在内的27款自研产品。2013年进入手游时代后，更是通过《梦幻西游》、《阴阳师》等爆款长线产品占据中国手游市场第二的位置。\n相比此前的高光时代，目前网易存量游戏的流水还在增长，但营收增速正在放缓。2021年Q2，网易实现营收205亿元，同比增长12.87%，环比持平。\n\n和营收大幅增长相对应的，是净利润大幅下滑。财报显示，公司Q2归母净利润为35.4亿元，同比下滑 21.95%，Non-GAAP 净利润为42.3亿元，同比下滑19.1%。如果从2020年Q3开始算，这已经是网易近一年内第三次出现净利润同比下滑。\n这种增收不增利的现象，主要归因于游戏业务的疲软。作为为公司贡献约七成收入的“现金牛”业务，网易的游戏业务不可避免受到监管影响。2021年以来，相关部门针对未成年人“游戏成瘾”推出了多项防沉迷措施和政策。比如8月30日下午，国家新闻出版署下发《关于进一步严格管理，切实防止未成年人沉迷网络游戏的通知》，规定所有网络游戏企业仅可在周五、周六、周日和法定节假日每日20时至21时向未成年人提供1小时服务，其他时间均不得以任何形式向未成年人提供网络游戏服务。\n财报显示，2021年Q2，网易游戏收入约为145亿元，同比增长5.1%。过去六个季度，网易游戏的营收同比增幅大多在10%到20%之间，这次是其同比增幅首次下滑至个位数。与此同时，Q2网易运营利润为37.58亿元，运营利润率为18%，同比也出现下滑。\n游戏行业是个更新迭代较快且竞争日趋白热化的行业，游戏巨头同样也承受着不小的自研焦虑。为此，网易正不断加大研发投入。财报显示，2021年Q2，网易的研发费用投入为34亿元，研发费用率同比提升3.36个百分点至16.6%。\n此外，值得注意的是，网易过去几年在出海方面的发力目前已经初见成效。据Sensor Tower发布的2021年7月中国手游发行商全球收入排行榜显示，网易排名第二。\n下半年，网易的新游储备包括《哈利波特：魔法觉醒》、《指环王战争崛起》（将于9月23日上线欧洲、美洲、大洋洲和东南亚）、《暗黑破坏神:不朽》、《倩女幽魂隐世录》及《超激斗梦境》等，这些新游上市的表现，或将很大程度上决定公司下个阶段的业绩。\n\n其中，9月9日全平台上线的《哈利波特：魔法觉醒》在全球顶级IP、游戏美术风格独特、剧情任务还原原著等元素加持下，一经上线便热度飙升，力压腾讯《王者荣耀》、《和平精英》一举登上畅销榜第一，既证明了自己有能力做好全球化大IP，也为下半年的网易带来了一个好兆头。\n/ 02 /\n教育调头\n在线音乐峰回路转\n除了游戏这个收入大头，网易还有两大业务：教育板块的网易有道，以及创新业务及其他（包括网易云音乐，网易新闻，网易邮箱，网易严选，CC 直播）。目前来看，这两块业务基本上也是机遇和挑战并存。\n先说网易有道。在线教育作为2020年风头无二的行业，在“双减”（减轻义务教育阶段学生作业负担和校外培训负担）等多项政策出台后，直接从爆发期进入了生死转折点。身处其中的网易有道，盈利模式未明，又逢政策巨变，亏损进一步扩大。\n财报显示，网易有道2021年Q2营收增长107.5%至13亿元，亏损也扩大103.4%至5.2亿元。从数据可以看出，营销费用高企是亏损扩大的主要原因之一：Q2其总营业费用高达9.7亿元，同比增长118.6%。\n网易有道业务分为在线课程、交互学习、智能硬件与在线学习工具四个板块。相比同行，网易有道的K12业务占比较低，大致占总营收的41.2%。同时，公司在成人教育、素质教育、智能硬件方面的布局也较早。为此，在“双减”新政冲击在线教育行业培训业务底层逻辑的大背景下，作为以明星硬件引流培训课程的先行者，网易有道被认为或能迎来新机遇。\n但网易有道的教育硬件能否独立盈利？目前看来可能并不容易。财报显示，Q2其硬件产品的销售收入为2亿元，仅略高于其1.8亿元的研发成本；作为词典笔等硬件捆绑的培训课程，其学习服务收入为9.2亿元，占有道营收的七成以上。\n而创新业务及其他方面，网易的一个重要的好消息是针对腾讯音乐的反垄断强监管推进两年，近日终于尘埃落定。2021年7月24日，国家市场监管总局向腾讯发出行政处罚书，腾讯五年前对中国音乐集团的股权收购案，构成违法实施经营者集中。根据这份行政处罚书，8月23日起，腾讯音乐拥有的全球三大唱片公司独家版权协议皆告作废。\n作为行业老二，网易云音乐成了独家版权模式终结最直接的受益者。财报显示，2021年Q2，网易云音乐业务首次实现季度正毛利润，该业务的好转带动同期公司创新业务及其他收入同比增长26%至47亿元，同时助力公司创新业务以及其他收入的毛利率环比提升4.9个百分点至19.3%。\n/ 03 /\n挑战重重\n网易不易\n虽说也有好消息，但网易的三大业务目前均面临着不小的挑战。\n先说最核心的游戏业务。作为老牌游戏大厂，网易目前“老二”的江湖地位虽然还在，但营收增速已经出现明显放缓趋势。\n内忧之下，外患也不少。近几年，随着后起之秀不断崛起，国内游戏行业的竞争正日趋激烈。比如，FunPlus、友塔网络、IGG等新兴游戏公司在出海手游开发商收入榜单中风头正盛；游戏界新贵米哈游近十年，每两三年就推出一款新品，市场表现几乎不曾失手；而推出《剑与远征》、《万国觉醒》等游戏的上海莉莉丝海外收入排名甚至一度超越网易。此外，阿里重振游戏业务，字节跳动等互联网巨头重金杀入游戏领域等，都进一步加剧了行业竞争的激烈程度。\n音乐板块方面，独家版权模式终结虽然给网易云音乐带来了利好，但从长远来看，网易云音乐需要解决的问题依然不少。\n首当其冲的是在线音乐行业的商业模式问题。此前，在线音乐行业由于各大平台长期竞争，形成了“相当烧钱”的版权购买模式，在此模式下的网易云音乐在商业化方面也一直难有太大突破。\n网易云音乐的招股书披露，公司每年都要支出超过16亿元的预付内容许可费，在2020年这部分费用达22.57亿元。如此模式下，2021年5月底，网易云音乐交出了一份三年经调整亏损高达49.62亿元的招股书，但通过港交所聆讯后决定暂缓上市。随着独家版权模式终结，网易云音乐多年未能扭亏的局面能否缓解？目前还未可知。\n而在教育方面，行业压力之下，多方向的转型部署已经迫在眉睫，网易有道也不例外。8月初，网易有道在发布会上曝光了包括少儿编程、围棋、美术等在内的多款素质教育产品，同时重点介绍了旗下为线下机构提供素质化转型方案的to B课程平台——有道优课，意在进一步调转方向盘，从学科类教育撤离，向非学科类课程产品进一步靠近。\n不过，网易有道此前的素质教育和B端业务对于政府采购的依赖较大，相关业务的盈利能力、规模化的可能性一直为行业诟病，随后的相关业务能否跑通，或仍需要政策端进一步释放利好。\n种种挑战之下，网易的“三驾马车”想要进一步突破，仍然任重道远。","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883248265,"gmtCreate":1631248455057,"gmtModify":1676530508657,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883248265","repostId":"1143202458","repostType":4,"repost":{"id":"1143202458","pubTimestamp":1631245852,"share":"https://www.laohu8.com/m/news/1143202458?lang=&edition=full","pubTime":"2021-09-10 11:50","market":"us","language":"zh","title":"行业第一，营收倒数，中通老大怎么做？","url":"https://stock-news.laohu8.com/highlight/detail?id=1143202458","media":"伯虎财经","summary":"快递服务升级，加盟商成了阻碍。\n\n除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。\n在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快","content":"<blockquote>\n 快递服务升级，加盟商成了阻碍。\n</blockquote>\n<p>除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。</p>\n<p>在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快递员的派费提高1毛钱。</p>\n<p>这1毛钱与<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里的千亿计划相比，如同九牛一毛，不小心透露了行业间的“贫富差距”。</p>\n<p>9月，在所有的快递公司都发完自己的半年报后，才发现，不仅员工和行业之间，就连业内都出现了“贫富分化”——当同行都在亏损的时候，中通成为最先“富裕”的那一个。</p>\n<p>作为“桐庐帮”里最晚进入快递行业的企业之一，如今，中通的市占率已经连续5年领跑行业。中国的快递一哥要出来了？</p>\n<p><b>营收倒数，市值超通达系总和</b></p>\n<p>中通成立于2002年，仅比现在通达系里的百世早，当时，行业的老大哥申通已经成立9年。</p>\n<p>这也是中通的传奇所在。截至9月9日，中通的美股市值已经有260亿美元，港股上2066亿港元。据天眼查显示，红杉资本、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、渣打银行、高瓴资本等都是背后的股东。</p>\n<p><img src=\"https://static.tigerbbs.com/b706707c646104f9d3263e9d39861d95\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>（融资历程 图源：天眼查）</p>\n<p>相比之下，申通115亿港元，圆通357亿人民币，<a href=\"https://laohu8.com/S/BSTI\">百世物流</a>22亿美元（<a href=\"https://laohu8.com/S/BEST\">百世集团</a>5.93亿美元），韵达510亿人民币，加起来没有中通在美股的市值多。<b>可见，二级市场对于中通的好感度。</b>现在，这种好感度正在进一步提升。</p>\n<p>据国家邮政局数据显示，今年上半年的快递量为493.9亿件，同比增长45.8%。快递公司也吃到了高速增长的红利，业务量的同比增速普遍在40%以上。</p>\n<p>不过，尽管业务量在增长，但是在盈利能力上，快递公司仍存不足。以扣非归母净利润看（相比归母净利润，更能反映企业的赚钱能力），只有韵达、圆通获得了近10亿元的正收益，其它的公司都是负数。</p>\n<p>但是中通，一个公司就拿到了20.54亿元，甩开同行一大截。</p>\n<p><img src=\"https://static.tigerbbs.com/9329ed078dfa23a88c93182c35684f76\" tg-width=\"1000\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>（图源：双壹咨询）</p>\n<p>赖梅松说，主要是中通选择了盈利件，放弃了低价亏损件。</p>\n<p>但是，这并不足以解释中通这20亿元如何而来。毕竟，市场份额第一的中通，102亿件换来了20亿元的净利，而老二韵达82亿件却只有3.91亿元，曾经的老大申通，送了48亿件，亏了1.68亿。</p>\n<p>自从快递行业进入到电商引领的阶段后，价格战的硝烟就愈发浓烈。中通为了抢占市场，更是把价格的底线拉满，这点从业务量和营业额的数据对比上就可以一窥。</p>\n<p>以市场份额在通达系里倒数第一的百世为例，上半年，其业务量40亿件，营收138.71亿元；而拿下市场份额第一的中通，102亿件的单量，营收（137.98亿元）居然比百世少。中通唯一超过的还是曾经的老大哥申通。</p>\n<p><img src=\"https://static.tigerbbs.com/b096dacf62c03c85ea8b236e2c69933d\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p>\n<p>（8家快递公司2021上半年营收 图源：中国经济周刊）</p>\n<p>如果要分析营收，这更多跟业务有关，比如上半年营收增长最快的圆通，贡献主要来自国际业务和航空货运。但中通送的，主要是一些电商件，单价低，且不计算派费。</p>\n<p>但是，从二级市场上看，投资者显然不认营收的逻辑。那中通被看好的点在哪呢？</p>\n<p><b>把命运掌握在自己手上</b></p>\n<p>快递的入门门槛很低，这点无需质疑。</p>\n<p>当年，眼看着老乡一个个在上海建立了申通、圆通，成就自己的事业，做木材生意的赖梅松也掏出了50万加入进来。</p>\n<p>因为要做这门生意，学习的难度低，就是加盟。当时，申通通过加盟的方式在快递行业建立起老大哥的地位，就算是现在搞自营的顺丰，当年也是通过加盟商建立在珠三角的地位。</p>\n<p>后来者，圆通，韵达，中通，复制就行，反正那个时候，市场一片蓝海。但中通能后来居上，多少有点不一样的地方，这点要归功赖梅松。</p>\n<p>17岁的时候，赖梅松交不起200块钱的学费，去工厂打工，后来拿6800块买了一台织布机，做起了代工，但后来行情不好，亏了钱。这是赖梅松第一次意识到“命运要掌握在自己手上。”</p>\n<p>中通成立3年后，直营化提上日程。<b>2005年，中通在通达系中率先运营省际班车，在分拣、干线运输领域加大投入，搞直营模式。</b></p>\n<p>但对于中通是改革，对加盟商来说，就是灭了人家的活路。当年，因为看到加盟的缺陷，王卫也准备把顺丰直营化，但收到的就是恐吓和威胁。</p>\n<p>赖梅松，并没有像王卫那么绝。中通的直营化改革，更多是对中间环节的直营，并不涉及终端派送。而且在转运中心，也没有彻底吞掉加盟商的奶酪，而是通过股份制的方式让加盟商加入进来，利益矛盾也调和了不少。</p>\n<p>但这次改革仅仅是初步探索而已，没有帮助中通多少，甚至是一种负担，比如当时行业都在用航空和铁路运输，中通做的省际班车，需要的路费和油费，中转费根本不够用，还要公司倒贴。</p>\n<p>但是这次改革，却为中通在电商时代的逆袭埋下伏笔。</p>\n<p>加盟的服务问题，一直是申通的痛处所在，这也使得申通慢慢被拖累。</p>\n<p>2014年，电商的增长速度达到一个峰值，交易额达16.39万亿元，同比增长57.6%。但在电商高速发展的时候，也是申通投诉率居高不下的时候。</p>\n<p>而这一年，中通又进一步进行直营改革。两年间，收购了24个加盟商网点，回收大部分转运中心及运输干线。</p>\n<p>到了2016年，申通的市场份额从2011年的20.4%下滑到了10.4%。另一边，中通以14.4%的份额拿下第一。</p>\n<p>尽管中通的直营只是半直营，但总部有了中间环节的效率和成本把控，以至于在营收这么低的情况下，仍有20亿的净利润。这也是中通在二级市场的表现高于通达系的原因之一。</p>\n<p><b>时不时爆点的加盟网点</b></p>\n<p>自2016年开始，中通拿下市场份额第一后，这个位置似乎就被牢牢占据。</p>\n<p>支撑着它的，就是多年来，中通一直试图建立的护城河，即自营重资产，包括车队，场地。</p>\n<p>根据财报，截至6月30日，中通约有1.01万辆自有车辆，其中约8150辆为车长15至17米的高运力车型。96个分拣中心，其中85个由公司运营，11个由公司网络合作伙伴运营。</p>\n<p>中通的转运中心，在2017年自营率就超过9成。</p>\n<p>最近，中通又花了2亿注册了一个房地产公司，根据市场推测，可能是要建立自己的物流产业园。</p>\n<p>通达系同行眼看老大不断建筑护城河，自己也着急起来。首先是申通，2016年，在第一被中通拿下后，自己也不断增大自营率。今年3月，申通拥有转运中心68个，自营率为94%，截至上半年，自营的干线运输车队有3532辆。此外，韵达和圆通等也在添置自有车辆。</p>\n<p><b>现在可以判断的是，快递行业“去加盟商”，扩大自营已经是一个趋势。这背后在于消费升级的推动——服务肯定也要升级，而加盟商就是服务升级的一个阻碍。</b></p>\n<p>当年申通凭借先发优势，通过发展加盟商的轻资产模式，很快覆盖市场；但到了快递行业发展的第二阶段，中通通过自营资产的投入，改善了中间环节的运输效率，夺得了市场份额。</p>\n<p>但是不管是中通还是其它通达系，尽管认识到自营的好处，但是要把自营的模式覆盖全国各个区县，仍然面临资金和加盟商利益的巨大阻力。</p>\n<p>这也就导致了今年五一发生的中通运输活体宠物的事件，以及去年在鹿邑县，一级网点的负责人拿假人做安检的问题。</p>\n<p><img src=\"https://static.tigerbbs.com/5957874f2af5aa998a42767f8661a37f\" tg-width=\"876\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图源：网络）</p>\n<p>此外，对于通达系来说，服务升级的最艰难一环，还是最后一公里，这才是服务升级的关键所在。在价格战的环境下，最后一公里仍然看不到有何解药，通过给快递员提高的1毛钱派费，更是杯水车薪。</p>\n<p>中通后来居上的历史，就是中通不断建立护城河的历史。赖梅松在一个门槛很低的快递行业，建成了一个集车队、场地的重资产公司，虽然在早期面临资金压力，但是在服务升级的需求下，却与原来的通达系构筑了一道防线，得以让自己的优势长存。</p>\n<p>但是，中通的自营终究无法和顺丰、<a href=\"https://laohu8.com/S/JD\">京东</a>相比，这种“半成品”总会时不时给中通抹黑，在最紧迫的最后一公里问题上，也不见良药。现在，中通夹在顺丰和通达系之间，一方面担心通达系赶上自己，另一方面，又觉得向顺丰靠拢终究不现实。</p>\n<p>赖梅<a href=\"https://laohu8.com/S/PC\">松下</a>一步要怎么把命运掌握在自己手里？</p>","source":"lsy1620367939676","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>行业第一，营收倒数，中通老大怎么做？</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行业第一，营收倒数，中通老大怎么做？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 11:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/nsBjd9QYunfmN6SS0zM1pg><strong>伯虎财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快递服务升级，加盟商成了阻碍。\n\n除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。\n在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快递员的派费提高1毛钱。\n这1毛钱与腾讯、阿里的千亿计划相比，如同九牛一毛，不小心透露了行业间的“贫富差距”。\n9月，在所有的快递公司都发完自己的半年报后，才发现，不仅员工和行业之间，就连业内都出现了“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/nsBjd9QYunfmN6SS0zM1pg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04f9da5f3dc781793c54fc86eeccf87a","relate_stocks":{"02057":"中通快递-W","ZTO":"中通快递"},"source_url":"https://mp.weixin.qq.com/s/nsBjd9QYunfmN6SS0zM1pg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143202458","content_text":"快递服务升级，加盟商成了阻碍。\n\n除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。\n在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快递员的派费提高1毛钱。\n这1毛钱与腾讯、阿里的千亿计划相比，如同九牛一毛，不小心透露了行业间的“贫富差距”。\n9月，在所有的快递公司都发完自己的半年报后，才发现，不仅员工和行业之间，就连业内都出现了“贫富分化”——当同行都在亏损的时候，中通成为最先“富裕”的那一个。\n作为“桐庐帮”里最晚进入快递行业的企业之一，如今，中通的市占率已经连续5年领跑行业。中国的快递一哥要出来了？\n营收倒数，市值超通达系总和\n中通成立于2002年，仅比现在通达系里的百世早，当时，行业的老大哥申通已经成立9年。\n这也是中通的传奇所在。截至9月9日，中通的美股市值已经有260亿美元，港股上2066亿港元。据天眼查显示，红杉资本、阿里巴巴、渣打银行、高瓴资本等都是背后的股东。\n\n（融资历程 图源：天眼查）\n相比之下，申通115亿港元，圆通357亿人民币，百世物流22亿美元（百世集团5.93亿美元），韵达510亿人民币，加起来没有中通在美股的市值多。可见，二级市场对于中通的好感度。现在，这种好感度正在进一步提升。\n据国家邮政局数据显示，今年上半年的快递量为493.9亿件，同比增长45.8%。快递公司也吃到了高速增长的红利，业务量的同比增速普遍在40%以上。\n不过，尽管业务量在增长，但是在盈利能力上，快递公司仍存不足。以扣非归母净利润看（相比归母净利润，更能反映企业的赚钱能力），只有韵达、圆通获得了近10亿元的正收益，其它的公司都是负数。\n但是中通，一个公司就拿到了20.54亿元，甩开同行一大截。\n\n（图源：双壹咨询）\n赖梅松说，主要是中通选择了盈利件，放弃了低价亏损件。\n但是，这并不足以解释中通这20亿元如何而来。毕竟，市场份额第一的中通，102亿件换来了20亿元的净利，而老二韵达82亿件却只有3.91亿元，曾经的老大申通，送了48亿件，亏了1.68亿。\n自从快递行业进入到电商引领的阶段后，价格战的硝烟就愈发浓烈。中通为了抢占市场，更是把价格的底线拉满，这点从业务量和营业额的数据对比上就可以一窥。\n以市场份额在通达系里倒数第一的百世为例，上半年，其业务量40亿件，营收138.71亿元；而拿下市场份额第一的中通，102亿件的单量，营收（137.98亿元）居然比百世少。中通唯一超过的还是曾经的老大哥申通。\n\n（8家快递公司2021上半年营收 图源：中国经济周刊）\n如果要分析营收，这更多跟业务有关，比如上半年营收增长最快的圆通，贡献主要来自国际业务和航空货运。但中通送的，主要是一些电商件，单价低，且不计算派费。\n但是，从二级市场上看，投资者显然不认营收的逻辑。那中通被看好的点在哪呢？\n把命运掌握在自己手上\n快递的入门门槛很低，这点无需质疑。\n当年，眼看着老乡一个个在上海建立了申通、圆通，成就自己的事业，做木材生意的赖梅松也掏出了50万加入进来。\n因为要做这门生意，学习的难度低，就是加盟。当时，申通通过加盟的方式在快递行业建立起老大哥的地位，就算是现在搞自营的顺丰，当年也是通过加盟商建立在珠三角的地位。\n后来者，圆通，韵达，中通，复制就行，反正那个时候，市场一片蓝海。但中通能后来居上，多少有点不一样的地方，这点要归功赖梅松。\n17岁的时候，赖梅松交不起200块钱的学费，去工厂打工，后来拿6800块买了一台织布机，做起了代工，但后来行情不好，亏了钱。这是赖梅松第一次意识到“命运要掌握在自己手上。”\n中通成立3年后，直营化提上日程。2005年，中通在通达系中率先运营省际班车，在分拣、干线运输领域加大投入，搞直营模式。\n但对于中通是改革，对加盟商来说，就是灭了人家的活路。当年，因为看到加盟的缺陷，王卫也准备把顺丰直营化，但收到的就是恐吓和威胁。\n赖梅松，并没有像王卫那么绝。中通的直营化改革，更多是对中间环节的直营，并不涉及终端派送。而且在转运中心，也没有彻底吞掉加盟商的奶酪，而是通过股份制的方式让加盟商加入进来，利益矛盾也调和了不少。\n但这次改革仅仅是初步探索而已，没有帮助中通多少，甚至是一种负担，比如当时行业都在用航空和铁路运输，中通做的省际班车，需要的路费和油费，中转费根本不够用，还要公司倒贴。\n但是这次改革，却为中通在电商时代的逆袭埋下伏笔。\n加盟的服务问题，一直是申通的痛处所在，这也使得申通慢慢被拖累。\n2014年，电商的增长速度达到一个峰值，交易额达16.39万亿元，同比增长57.6%。但在电商高速发展的时候，也是申通投诉率居高不下的时候。\n而这一年，中通又进一步进行直营改革。两年间，收购了24个加盟商网点，回收大部分转运中心及运输干线。\n到了2016年，申通的市场份额从2011年的20.4%下滑到了10.4%。另一边，中通以14.4%的份额拿下第一。\n尽管中通的直营只是半直营，但总部有了中间环节的效率和成本把控，以至于在营收这么低的情况下，仍有20亿的净利润。这也是中通在二级市场的表现高于通达系的原因之一。\n时不时爆点的加盟网点\n自2016年开始，中通拿下市场份额第一后，这个位置似乎就被牢牢占据。\n支撑着它的，就是多年来，中通一直试图建立的护城河，即自营重资产，包括车队，场地。\n根据财报，截至6月30日，中通约有1.01万辆自有车辆，其中约8150辆为车长15至17米的高运力车型。96个分拣中心，其中85个由公司运营，11个由公司网络合作伙伴运营。\n中通的转运中心，在2017年自营率就超过9成。\n最近，中通又花了2亿注册了一个房地产公司，根据市场推测，可能是要建立自己的物流产业园。\n通达系同行眼看老大不断建筑护城河，自己也着急起来。首先是申通，2016年，在第一被中通拿下后，自己也不断增大自营率。今年3月，申通拥有转运中心68个，自营率为94%，截至上半年，自营的干线运输车队有3532辆。此外，韵达和圆通等也在添置自有车辆。\n现在可以判断的是，快递行业“去加盟商”，扩大自营已经是一个趋势。这背后在于消费升级的推动——服务肯定也要升级，而加盟商就是服务升级的一个阻碍。\n当年申通凭借先发优势，通过发展加盟商的轻资产模式，很快覆盖市场；但到了快递行业发展的第二阶段，中通通过自营资产的投入，改善了中间环节的运输效率，夺得了市场份额。\n但是不管是中通还是其它通达系，尽管认识到自营的好处，但是要把自营的模式覆盖全国各个区县，仍然面临资金和加盟商利益的巨大阻力。\n这也就导致了今年五一发生的中通运输活体宠物的事件，以及去年在鹿邑县，一级网点的负责人拿假人做安检的问题。\n\n（图源：网络）\n此外，对于通达系来说，服务升级的最艰难一环，还是最后一公里，这才是服务升级的关键所在。在价格战的环境下，最后一公里仍然看不到有何解药，通过给快递员提高的1毛钱派费，更是杯水车薪。\n中通后来居上的历史，就是中通不断建立护城河的历史。赖梅松在一个门槛很低的快递行业，建成了一个集车队、场地的重资产公司，虽然在早期面临资金压力，但是在服务升级的需求下，却与原来的通达系构筑了一道防线，得以让自己的优势长存。\n但是，中通的自营终究无法和顺丰、京东相比，这种“半成品”总会时不时给中通抹黑，在最紧迫的最后一公里问题上，也不见良药。现在，中通夹在顺丰和通达系之间，一方面担心通达系赶上自己，另一方面，又觉得向顺丰靠拢终究不现实。\n赖梅松下一步要怎么把命运掌握在自己手里？","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883330934,"gmtCreate":1631200406828,"gmtModify":1676530495768,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883330934","repostId":"2166335310","repostType":4,"repost":{"id":"2166335310","pubTimestamp":1631198710,"share":"https://www.laohu8.com/m/news/2166335310?lang=&edition=full","pubTime":"2021-09-09 22:45","market":"us","language":"zh","title":"8月新能源汽车月考成绩单：电动向上、燃油向下","url":"https://stock-news.laohu8.com/highlight/detail?id=2166335310","media":"格隆汇","summary":"超预期的销量和渗透率\n昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%","content":"<h3><b>超预期的销量和渗透率</b></h3>\n<p>昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%。在缺芯的影响下，市场对8月国内销量预期较低，而实际销量表现强劲，批发端环比提升24%，零售端环比提升12%。销量数据再次证明了整个行业的高景气度。</p>\n<p>汽车行业一般有金九银十的说法，即四季度的销量会比前三季度要更好，通过1-8月的销量数据推测，2021年全年国内新能源汽车销量300万辆是可以预见的，而如果更乐观的预测，可能会落在310-320万辆左右。对于年初乘联会200万辆的销量预测，已经上调超过50%。</p>\n<p><img src=\"https://static.tigerbbs.com/21515ad1b95431cc42358727f6575a23\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>\n<p>说完销量，来看看最关心的渗透率。新能源汽车1-8月渗透率12.8%。8月渗透率（批发量数据）达到20.1%，7月渗透率为16.32%，渗透率环比大幅上升，同时这也是第一次新能源汽车国内渗透率破20%。渗透率在经过了一年的缓慢爬坡之后，开始进入加速阶段。市场上更有券商大胆预测，实现25%的渗透率或许不是在2025年，很有可能会在2022年提前到来。</p>\n<p><img src=\"https://static.tigerbbs.com/55fac2c98931b681c05017ea0a5bfac0\" tg-width=\"1080\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，欧洲新能源车渗透率如德国8月达28%，法国达20%，英国18%，中欧市场渗透率双加速再次证明电动化是大势所趋。</p>\n<h3><b>电动/燃油背道而驰</b></h3>\n<p>和销量、渗透率扶摇直上的电动车相比，整体汽车市场就没那么被消费者们眷顾了。</p>\n<p><img src=\"https://static.tigerbbs.com/ed15b297863bc08ec310451a0a6cf3c2\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年8月乘用车市场零售达到145.3万辆，同比下降14.7%，而且相较2019年8月下降7%，增速偏弱。8月零售环比下降3.3%，与历年月度环比正增长在6-10%的区间相比是异常低迷的，除了08年北京奥运会的7月偏高的特殊因素，本世纪中国车市历史上没有出现过8月的环比下降的情况。同时这也是今年连续三次，乘用车销量环比下降。</p>\n<p>8月乘用车整体增速低于7月，主要受到芯片供应的影响。目前看马来西亚封测产线正在恢复，最新情况即将恢复到80-90%产能，预计9月内完全恢复。</p>\n<p>即使芯片问题解决，或许仍然解决不了传统汽车市场低迷的增速甚至是负增长，因为在当下还是燃油车销量主导的汽车市场里，电动车正在攻城略地，行业已然变成了电动车向上，传统燃油车向下的趋势。</p>\n<p>从过去四年的销量增长来看，2018-2019由于补贴退坡出现产业出清，电动车的增量并不明显；2020年前期由于疫情原因，上半年销量不尽人意，但是行业出现了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的Model 3 、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>汉、长城欧拉、五菱宏光Mini这样的上量爆款车，加上有新势力蔚小理的助力，2020年可以叫做中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的起势之年。</p>\n<p><img src=\"https://static.tigerbbs.com/8f2f41d6a67b167ee898e19c71f0754e\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p>\n<p>那么2021年，可能是新能源汽车行业的增量开启之年，无论是新势力还是自主车企，开始呈现百花齐放的势头。</p>\n<h3><b>车企月考成绩</b></h3>\n<p>8月新能源乘用车厂商批发销量突破万辆的企业有：<a href=\"https://laohu8.com/S/002594\">比亚迪</a>6.08万辆、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国4.43万辆、上汽通用五菱4.38万辆、上汽乘用车1.7万辆、广汽埃安1.16万辆辆。整车厂上，<a href=\"https://laohu8.com/S/600104\">上汽集团</a>销售45.3万，同比-10%。<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>销售8.8万，同比-22%。<a href=\"https://laohu8.com/S/000625\">长安汽车</a>销量8.6万辆，比亚迪6.8万辆，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>7.4万辆。</p>\n<p><img src=\"https://img3.gelonghui.com/a8333-2277772b-d04e-4b8f-8671-e4f5a3fee737.jpg\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p>\n<p>值得一提的是比亚迪8月新能源乘用车销量再创历史新高，达到67630辆，同比增涨331.9%，环比增长21%。其中DM车型销量30126辆，纯电销量30382辆。电动车销量60508辆；燃油车销量7122辆。</p>\n<p><img src=\"https://static.tigerbbs.com/8642fe4d843f345e7b6a240237516fe6\" tg-width=\"1080\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p>\n<p>8月比亚迪新能源乘用车销量份额占比达到88.29%。在最近的比亚迪中报会上，公司内部透露2021年新能源的销量指引为80万辆，即新能源车预计交付 60 万台，燃油车有十几万台。2022 年销量指引为150万辆。销量指引超市场预期，可以看出比亚迪在从传统车企到新能源汽车公司的转型之路上毫不犹豫，比国内其他的自主、传统车企转型更干脆利落。</p>\n<p>另一方面，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>8月销量74257辆，同比下降16.98%。1-8月累计销量达78.4万辆，同比增长39.3%。其中，欧拉品牌销量为1.2万辆，同比增长153.7%。除了欧拉系列，其余品牌皆是同比下降。尽管长城已经极力在保证新能源汽车的供应，产能转给了欧拉，能够看出缺芯以及零部件供应商减产对销量的冲击。欧拉新能源车重回万辆以上规模，但是长城的燃油车的高销量特别是哈弗系列以及坦克有些喧宾夺主，如何加快新能源汽车占比转型是传统车厂需要共同面对的问题。</p>\n<p><img src=\"https://static.tigerbbs.com/14d8c9337e858d68fe30b52bb3c490d0\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>除了自主和传统车企，新势力中也有亮眼表现，8月<a href=\"https://laohu8.com/S/LI\">理想汽车</a>销量达9433辆，相比7月，环比又增长了6.92%，继续超预期，产销似乎并不受芯片压制。今年前8个月累计销量48176辆。</p>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>8月销量5880辆，同比增长了157.4%。今年前8个月的销量达到了55767辆。8月销量下降主要受海外芯片的影响8月小鹏交付7,214辆<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车，同比增长172%。2021年至今累计交付量达到45,992辆，同比增长334%。销量环比下降主要由于8月开始将G3生产线切换为其中期改款版G3i，G3在8月的部分计划交付受到影响。G3i计划将于2021年9月开始交付，P5将于10月开始交付。</p>\n<p>对比车企数据可以看出，即使是在8月大环境不佳的情况下，国内车企的新能源汽车销量热度不减，产销量超预期，环比有提升，主机厂明显在保证新能源汽车的供应。预计国内今明年新能源乘用车销量至281、407万辆，加上商用车后总销量在296、422万辆，全球销量在576、818万辆。</p>\n<h3><b>金九银十需要关注什么</b></h3>\n<p>如果从供需关系来看，下游的电动车销量是驱动行业高增速的底层逻辑，那么依次从下游往上推导。</p>\n<p>1. 下游车企：<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动带来的自主崛起，技术驱动带来的供给周期是核心逻辑。</p>\n<p><b>比亚迪：</b>加速电动化转型、拥有全新电动平台e3.0、发布新款海洋系列车型。公司迎来估值重估。同时预计比亚迪今年动力电池装机量将达到35GWh，预计2022年动力电池的装机量依旧会达到100%以上的增速。</p>\n<p><b><a href=\"https://laohu8.com/S/601238\">广汽集团</a>：</b>2021年前8月广汽埃安累计销量达6.52万辆，同比增长111.3%。影豹、GS8、GM8、塞那、广州本田INTEGRA等众多新车等待上市。广汽埃安8月底发布超倍速电池技术和A480超充桩，充电5分钟续航里程增加200公里。超充技术将于9月开始量产。广汽埃安电池和充电桩技术有望促进新车型放量，进一步提升公司在电动车领域竞争力。</p>\n<p>2. 中游电池以及四大材料公司：看好对需求最敏感、紧缺的环节。</p>\n<p>下半年到明年最为紧缺的铜箔板块<b><a href=\"https://laohu8.com/S/600110\">诺德股份</a>、<a href=\"https://laohu8.com/S/688388\">嘉元科技</a></b>。铜箔市场价格上涨，龙头企业仍基本处于满负荷生产状态，下游需求增加但上游设备供给及环评限制了铜箔产能扩张速度，未来两年供需紧张程度或进一步加剧，铜箔盈利将持续爬升。</p>\n<p>其次为明年较为紧缺，后年最为紧缺的隔膜<b><a href=\"https://laohu8.com/S/002812\">恩捷股份</a>、<a href=\"https://laohu8.com/S/300568\">星源材质</a></b>（小厂或已经开始涨价）。以及紧缺石墨化（技术提升/限电等问题）的<b><a href=\"https://laohu8.com/S/603659\">璞泰来</a></b>，电解液供应缺口（六氟/溶剂继续涨价）的<b><a href=\"https://laohu8.com/S/002709\">天赐材料</a></b>。</p>\n<p>3. 上游锂矿公司：锂矿资源稀缺，上游的供需错配时间拉长，全球可勘探的具备经济性的矿石资源不多。</p>\n<p>截至2021年9月1日，无锡电子盘LC2110碳酸锂期货价格已达到15.3万元/吨，为今年新高值；假设锂盐现货价格上升到期货价格15万元/吨，针对有资源自给的锂盐产线而言，单吨的净利润有望上升到7万以上，即1万吨锂盐产能对应7亿净利润，按30倍PE，则1万吨锂盐产能对应的市值将上升到210亿以上。</p>\n<p><b><a href=\"https://laohu8.com/S/002466\">天齐锂业</a></b>：远期权益产能为4.48万吨（四川射洪、江苏张家港和重庆铜梁生产基地）+4.8万吨（澳大利亚奎纳纳），预计2023年底对应权益产能8.9万吨；再加上SQM 对应权益产能近5万吨，合计公司锂盐权益总规划产能达 13.9 万吨。2023年自给率大概94%，对应市值大概为2800亿元。</p>\n<p>整体来说，越往上游，需求的弹性越大；并且越往上游，公司能够获得的利润越高（毕竟矿的扩产很难，哪里卡脖子，哪里的话语权就更大）。但是市场对整个新能源汽车细分板块里面，资金是轮动的，在金九银十的行情下各部分都会有机会。</p>","source":"stock_gelonghui","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>8月新能源汽车月考成绩单：电动向上、燃油向下</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\">\n8月新能源汽车月考成绩单：电动向上、燃油向下\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 22:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/486093><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超预期的销量和渗透率\n昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%。在缺芯的影响下，市场对8月国内销量预期较低，而实际销量表现强劲，批发端环比提升24%，零售端环比提升12%。销量数据再次证明了整个行业的高景气度。\n汽车行业一般有金九银十的说法，即四季度的销量会比前...</p>\n\n<a href=\"https://www.gelonghui.com/p/486093\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0e74fc4bd3f324708cde2effd696613","relate_stocks":{"TSLA":"特斯拉","002594":"比亚迪"},"source_url":"https://www.gelonghui.com/p/486093","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166335310","content_text":"超预期的销量和渗透率\n昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%。在缺芯的影响下，市场对8月国内销量预期较低，而实际销量表现强劲，批发端环比提升24%，零售端环比提升12%。销量数据再次证明了整个行业的高景气度。\n汽车行业一般有金九银十的说法，即四季度的销量会比前三季度要更好，通过1-8月的销量数据推测，2021年全年国内新能源汽车销量300万辆是可以预见的，而如果更乐观的预测，可能会落在310-320万辆左右。对于年初乘联会200万辆的销量预测，已经上调超过50%。\n\n说完销量，来看看最关心的渗透率。新能源汽车1-8月渗透率12.8%。8月渗透率（批发量数据）达到20.1%，7月渗透率为16.32%，渗透率环比大幅上升，同时这也是第一次新能源汽车国内渗透率破20%。渗透率在经过了一年的缓慢爬坡之后，开始进入加速阶段。市场上更有券商大胆预测，实现25%的渗透率或许不是在2025年，很有可能会在2022年提前到来。\n\n与此同时，欧洲新能源车渗透率如德国8月达28%，法国达20%，英国18%，中欧市场渗透率双加速再次证明电动化是大势所趋。\n电动/燃油背道而驰\n和销量、渗透率扶摇直上的电动车相比，整体汽车市场就没那么被消费者们眷顾了。\n\n2021年8月乘用车市场零售达到145.3万辆，同比下降14.7%，而且相较2019年8月下降7%，增速偏弱。8月零售环比下降3.3%，与历年月度环比正增长在6-10%的区间相比是异常低迷的，除了08年北京奥运会的7月偏高的特殊因素，本世纪中国车市历史上没有出现过8月的环比下降的情况。同时这也是今年连续三次，乘用车销量环比下降。\n8月乘用车整体增速低于7月，主要受到芯片供应的影响。目前看马来西亚封测产线正在恢复，最新情况即将恢复到80-90%产能，预计9月内完全恢复。\n即使芯片问题解决，或许仍然解决不了传统汽车市场低迷的增速甚至是负增长，因为在当下还是燃油车销量主导的汽车市场里，电动车正在攻城略地，行业已然变成了电动车向上，传统燃油车向下的趋势。\n从过去四年的销量增长来看，2018-2019由于补贴退坡出现产业出清，电动车的增量并不明显；2020年前期由于疫情原因，上半年销量不尽人意，但是行业出现了特斯拉的Model 3 、比亚迪汉、长城欧拉、五菱宏光Mini这样的上量爆款车，加上有新势力蔚小理的助力，2020年可以叫做中国新能源汽车的起势之年。\n\n那么2021年，可能是新能源汽车行业的增量开启之年，无论是新势力还是自主车企，开始呈现百花齐放的势头。\n车企月考成绩\n8月新能源乘用车厂商批发销量突破万辆的企业有：比亚迪6.08万辆、特斯拉中国4.43万辆、上汽通用五菱4.38万辆、上汽乘用车1.7万辆、广汽埃安1.16万辆辆。整车厂上，上汽集团销售45.3万，同比-10%。吉利汽车销售8.8万，同比-22%。长安汽车销量8.6万辆，比亚迪6.8万辆，长城汽车7.4万辆。\n\n值得一提的是比亚迪8月新能源乘用车销量再创历史新高，达到67630辆，同比增涨331.9%，环比增长21%。其中DM车型销量30126辆，纯电销量30382辆。电动车销量60508辆；燃油车销量7122辆。\n\n8月比亚迪新能源乘用车销量份额占比达到88.29%。在最近的比亚迪中报会上，公司内部透露2021年新能源的销量指引为80万辆，即新能源车预计交付 60 万台，燃油车有十几万台。2022 年销量指引为150万辆。销量指引超市场预期，可以看出比亚迪在从传统车企到新能源汽车公司的转型之路上毫不犹豫，比国内其他的自主、传统车企转型更干脆利落。\n另一方面，长城汽车8月销量74257辆，同比下降16.98%。1-8月累计销量达78.4万辆，同比增长39.3%。其中，欧拉品牌销量为1.2万辆，同比增长153.7%。除了欧拉系列，其余品牌皆是同比下降。尽管长城已经极力在保证新能源汽车的供应，产能转给了欧拉，能够看出缺芯以及零部件供应商减产对销量的冲击。欧拉新能源车重回万辆以上规模，但是长城的燃油车的高销量特别是哈弗系列以及坦克有些喧宾夺主，如何加快新能源汽车占比转型是传统车厂需要共同面对的问题。\n\n除了自主和传统车企，新势力中也有亮眼表现，8月理想汽车销量达9433辆，相比7月，环比又增长了6.92%，继续超预期，产销似乎并不受芯片压制。今年前8个月累计销量48176辆。\n蔚来8月销量5880辆，同比增长了157.4%。今年前8个月的销量达到了55767辆。8月销量下降主要受海外芯片的影响8月小鹏交付7,214辆智能车，同比增长172%。2021年至今累计交付量达到45,992辆，同比增长334%。销量环比下降主要由于8月开始将G3生产线切换为其中期改款版G3i，G3在8月的部分计划交付受到影响。G3i计划将于2021年9月开始交付，P5将于10月开始交付。\n对比车企数据可以看出，即使是在8月大环境不佳的情况下，国内车企的新能源汽车销量热度不减，产销量超预期，环比有提升，主机厂明显在保证新能源汽车的供应。预计国内今明年新能源乘用车销量至281、407万辆，加上商用车后总销量在296、422万辆，全球销量在576、818万辆。\n金九银十需要关注什么\n如果从供需关系来看，下游的电动车销量是驱动行业高增速的底层逻辑，那么依次从下游往上推导。\n1. 下游车企：智能电动带来的自主崛起，技术驱动带来的供给周期是核心逻辑。\n比亚迪：加速电动化转型、拥有全新电动平台e3.0、发布新款海洋系列车型。公司迎来估值重估。同时预计比亚迪今年动力电池装机量将达到35GWh，预计2022年动力电池的装机量依旧会达到100%以上的增速。\n广汽集团：2021年前8月广汽埃安累计销量达6.52万辆，同比增长111.3%。影豹、GS8、GM8、塞那、广州本田INTEGRA等众多新车等待上市。广汽埃安8月底发布超倍速电池技术和A480超充桩，充电5分钟续航里程增加200公里。超充技术将于9月开始量产。广汽埃安电池和充电桩技术有望促进新车型放量，进一步提升公司在电动车领域竞争力。\n2. 中游电池以及四大材料公司：看好对需求最敏感、紧缺的环节。\n下半年到明年最为紧缺的铜箔板块诺德股份、嘉元科技。铜箔市场价格上涨，龙头企业仍基本处于满负荷生产状态，下游需求增加但上游设备供给及环评限制了铜箔产能扩张速度，未来两年供需紧张程度或进一步加剧，铜箔盈利将持续爬升。\n其次为明年较为紧缺，后年最为紧缺的隔膜恩捷股份、星源材质（小厂或已经开始涨价）。以及紧缺石墨化（技术提升/限电等问题）的璞泰来，电解液供应缺口（六氟/溶剂继续涨价）的天赐材料。\n3. 上游锂矿公司：锂矿资源稀缺，上游的供需错配时间拉长，全球可勘探的具备经济性的矿石资源不多。\n截至2021年9月1日，无锡电子盘LC2110碳酸锂期货价格已达到15.3万元/吨，为今年新高值；假设锂盐现货价格上升到期货价格15万元/吨，针对有资源自给的锂盐产线而言，单吨的净利润有望上升到7万以上，即1万吨锂盐产能对应7亿净利润，按30倍PE，则1万吨锂盐产能对应的市值将上升到210亿以上。\n天齐锂业：远期权益产能为4.48万吨（四川射洪、江苏张家港和重庆铜梁生产基地）+4.8万吨（澳大利亚奎纳纳），预计2023年底对应权益产能8.9万吨；再加上SQM 对应权益产能近5万吨，合计公司锂盐权益总规划产能达 13.9 万吨。2023年自给率大概94%，对应市值大概为2800亿元。\n整体来说，越往上游，需求的弹性越大；并且越往上游，公司能够获得的利润越高（毕竟矿的扩产很难，哪里卡脖子，哪里的话语权就更大）。但是市场对整个新能源汽车细分板块里面，资金是轮动的，在金九银十的行情下各部分都会有机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889965471,"gmtCreate":1631104668793,"gmtModify":1676530468354,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889965471","repostId":"1172529926","repostType":4,"repost":{"id":"1172529926","pubTimestamp":1631102463,"share":"https://www.laohu8.com/m/news/1172529926?lang=&edition=full","pubTime":"2021-09-08 20:01","market":"us","language":"zh","title":"警告声音接连响起！大摩、花旗、瑞信纷纷看空美股前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1172529926","media":"FX168 ","summary":"摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。\n摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sh","content":"<p>摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。</p>\n<p>摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sheets在内的大摩策略师在一份报告中写道，在这个“历来季节性不佳”的时期，德尔塔病毒感染病例增加，通胀预期上升与收益率偏低之间的紧张关系都在发挥作用。</p>\n<p>Sheets认为标普500年底目标点位在4000点，较当前水平低12%左右。</p>\n<p>尽管全球许多地区的新冠病毒感染开始再度上升，美联储（FED）离逐步缩减刺激计划越来越近，美股近期依然延续强势表现。</p>\n<p>但摩根士丹利财富管理部门首席投资官Lisa Shalett表示，美股十分脆弱，需要重新定价以应对通胀和利率上升，预计标普500指数年底前将出现10%-15%回调。</p>\n<p>就在Sheets下调美股评级的同一天，花旗集团（Citigroup）表示，鉴于看涨头寸的规模，任何小幅调整都有被放大的风险。</p>\n<p>花旗首席美股策略师Tobias Levkovich坚定看空美股，预计标普500指数今年收在4000点，明年6月达到4350点。</p>\n<p>瑞士信贷（Credit Suisse）周三表示，由于估值过高和监管风险等原因，该公司维持了对美国股市的小幅减持。</p>\n<p>华尔街投行发出警告之际，标普500指数今年的表现优于全球股市，创下新的纪录。</p>\n<p><img src=\"https://static.tigerbbs.com/b7efe7420e7ceead6f848c2b05151757\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">（图片来源：彭博）</p>\n<p>摩根士丹利表示，在全球配置中，更倾向于欧洲和日本的股票。</p>\n<p>瑞士信贷策略师Andrew Garthwaite在一份报告中写道，该公司增持欧洲股票，并将不包括中国在内的新兴市场股票调高至同样等级。</p>","source":"fx168","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>警告声音接连响起！大摩、花旗、瑞信纷纷看空美股前景</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警告声音接连响起！大摩、花旗、瑞信纷纷看空美股前景\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 20:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzqtyt4840102.shtml><strong>FX168 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。\n摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sheets在内的大摩策略师在一份报告中写道，在这个“历来季节性不佳”的时期，德尔塔病毒感染病例增加，通胀预期上升与收益率偏低之间的紧张关系都在发挥作用。\nSheets认为标普500年底目标点位在4000...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzqtyt4840102.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"C":"花旗",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzqtyt4840102.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172529926","content_text":"摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。\n摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sheets在内的大摩策略师在一份报告中写道，在这个“历来季节性不佳”的时期，德尔塔病毒感染病例增加，通胀预期上升与收益率偏低之间的紧张关系都在发挥作用。\nSheets认为标普500年底目标点位在4000点，较当前水平低12%左右。\n尽管全球许多地区的新冠病毒感染开始再度上升，美联储（FED）离逐步缩减刺激计划越来越近，美股近期依然延续强势表现。\n但摩根士丹利财富管理部门首席投资官Lisa Shalett表示，美股十分脆弱，需要重新定价以应对通胀和利率上升，预计标普500指数年底前将出现10%-15%回调。\n就在Sheets下调美股评级的同一天，花旗集团（Citigroup）表示，鉴于看涨头寸的规模，任何小幅调整都有被放大的风险。\n花旗首席美股策略师Tobias Levkovich坚定看空美股，预计标普500指数今年收在4000点，明年6月达到4350点。\n瑞士信贷（Credit Suisse）周三表示，由于估值过高和监管风险等原因，该公司维持了对美国股市的小幅减持。\n华尔街投行发出警告之际，标普500指数今年的表现优于全球股市，创下新的纪录。\n（图片来源：彭博）\n摩根士丹利表示，在全球配置中，更倾向于欧洲和日本的股票。\n瑞士信贷策略师Andrew Garthwaite在一份报告中写道，该公司增持欧洲股票，并将不包括中国在内的新兴市场股票调高至同样等级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817195580,"gmtCreate":1630915684340,"gmtModify":1676530419856,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817195580","repostId":"2165386214","repostType":4,"repost":{"id":"2165386214","pubTimestamp":1630914962,"share":"https://www.laohu8.com/m/news/2165386214?lang=&edition=full","pubTime":"2021-09-06 15:56","market":"fut","language":"zh","title":"2022年风暴来临前，OPEC+还能增产多久","url":"https://stock-news.laohu8.com/highlight/detail?id=2165386214","media":"智通财经","summary":"上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。\n不过，对","content":"<p>上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。</p>\n<p>不过，对于OPEC+来说，这样轻松的日子可能屈指可数了。OPEC+对明年石油市场的分析表明仍有挑战需要克服。去年作出的减产的决定所带来的好处是显而易见的;如果要防止石油库存再次上升，该组织可能不得不放弃未来的增产计划，甚至有可能重新减产。</p>\n<p><img src=\"https://static.tigerbbs.com/1126aab473e83b98d81be0de33e71d4d\" tg-width=\"637\" tg-height=\"381\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>OPEC+希望在明年9月恢复其在2020年削减的石油产量</p>\n<p>根据OPEC+目前的产量协议，该组织每个月都在增加供应，直到恢复在2020年所削减的全部产量;在一切顺利的情况下，预计这需要到2022年9月才能实现。</p>\n<p>不过，前方的道路总是崎岖且充满颠簸的。OPEC+的分析师认为，如果疫情反弹在今年最后一个季度对需求造成冲击，增产政策将在2022年初或更早的时候陷入尴尬的境地。在上周的会议前，该组织分析师提交了两份2022年石油需求预测，其中最乐观的一份预测认为，明年全球石油日均需求为9990万桶，也仅仅是接近疫情前1亿桶/天的峰值。</p>\n<p>即便是在需求完全恢复的情况下，分析师认为如果OPEC+按照目前的计划增产，石油供需平衡将回到过剩状态。在更悲观的另一种情况下，库存增长的幅度会更大，每日石油需求将减少近200万桶。</p>\n<p><img src=\"https://static.tigerbbs.com/90d6bac0efd2c180e7add5edc01ae440\" tg-width=\"654\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>OPEC预测，根据目前的增产计划，2022年将增加大量库存</p>\n<p>沙特能源部长阿卜杜勒·阿齐兹·本·萨勒曼亲王确定了将经合组织(OECD)发达经济体的商业石油库存降至2015-2019年平均水平的目标。如果用简单的数量来衡量库存，该目标已于4月份达成;即使从石油需求天数(这可能是一个更有用的衡量标准)这一角度来看待这个目标，也已经很接近了，截至7月底仅比所定下的目标高1.5天，低于2020年3月的17天。</p>\n<p>不管怎样，到目前为止，OPEC+在重新平衡石油市场方面做得非常出色，该组织所获得的成功也影响了其他地区的石油产出。美国的原油生产商终于对油价上涨做出了反应，自6月以来，美国原油产量每日增加50万桶，目前正处于2020年5月以来的最高水平。</p>\n<p>但OPEC+将在未来几个月面临真正的挑战：该组织想要减少供应，而许多成员国正打算进一步增加石油产量。</p>\n<p><img src=\"https://static.tigerbbs.com/e53b853d62e0bbb4db7b8cfdcab0c37e\" tg-width=\"645\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在增产政策不变的情况下，OPEC认为石油库存将回到疫情期间的峰值</p>\n<p>即使在基本情况预测中，当前每月增产的政策将使经合组织的商业石油库存几乎恢复到疫情期间32亿桶的峰值水平，足以满足超过31天以上的石油需求。</p>\n<p>当然，OPEC+可能无法实现其计划的所有增产目标。一些成员国，例如安哥拉和尼日利亚，已经难以在允许范围内增加产量，即便是最大的非OPEC产油国俄罗斯，也可能难以在明年年中实现增产目标。这将减少该组织所需面临的问题。</p>\n<p>但问题仍然存在。除非石油需求变得更加强劲，或者OPEC+以外的石油产量远低于该组织分析师的预测，否则不久之后，OPEC+将不得不再次考虑减产。当这种情况发生时，OPEC+可能会像7月初那样，在谈判上再次陷入僵局。</p>","source":"stock_zhitongcaijing","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>2022年风暴来临前，OPEC+还能增产多久</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\">\n2022年风暴来临前，OPEC+还能增产多久\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 15:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/554738.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。\n不过，对于OPEC+来说，这样轻松的日子可能屈指可数了。OPEC+对明年石油市场的分析表明仍有挑战需要克服。去年作出的减产的决定所带来的好处是显而易见的;如果要防止石油库存再次上升，该组织可能不得不放弃未来的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/554738.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/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","DWT":"三倍做空原油ETN","USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","UCO":"二倍做多彭博原油ETF","DDG":"ProShares做空石油与天然气ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/554738.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165386214","content_text":"上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。\n不过，对于OPEC+来说，这样轻松的日子可能屈指可数了。OPEC+对明年石油市场的分析表明仍有挑战需要克服。去年作出的减产的决定所带来的好处是显而易见的;如果要防止石油库存再次上升，该组织可能不得不放弃未来的增产计划，甚至有可能重新减产。\n\nOPEC+希望在明年9月恢复其在2020年削减的石油产量\n根据OPEC+目前的产量协议，该组织每个月都在增加供应，直到恢复在2020年所削减的全部产量;在一切顺利的情况下，预计这需要到2022年9月才能实现。\n不过，前方的道路总是崎岖且充满颠簸的。OPEC+的分析师认为，如果疫情反弹在今年最后一个季度对需求造成冲击，增产政策将在2022年初或更早的时候陷入尴尬的境地。在上周的会议前，该组织分析师提交了两份2022年石油需求预测，其中最乐观的一份预测认为，明年全球石油日均需求为9990万桶，也仅仅是接近疫情前1亿桶/天的峰值。\n即便是在需求完全恢复的情况下，分析师认为如果OPEC+按照目前的计划增产，石油供需平衡将回到过剩状态。在更悲观的另一种情况下，库存增长的幅度会更大，每日石油需求将减少近200万桶。\n\nOPEC预测，根据目前的增产计划，2022年将增加大量库存\n沙特能源部长阿卜杜勒·阿齐兹·本·萨勒曼亲王确定了将经合组织(OECD)发达经济体的商业石油库存降至2015-2019年平均水平的目标。如果用简单的数量来衡量库存，该目标已于4月份达成;即使从石油需求天数(这可能是一个更有用的衡量标准)这一角度来看待这个目标，也已经很接近了，截至7月底仅比所定下的目标高1.5天，低于2020年3月的17天。\n不管怎样，到目前为止，OPEC+在重新平衡石油市场方面做得非常出色，该组织所获得的成功也影响了其他地区的石油产出。美国的原油生产商终于对油价上涨做出了反应，自6月以来，美国原油产量每日增加50万桶，目前正处于2020年5月以来的最高水平。\n但OPEC+将在未来几个月面临真正的挑战：该组织想要减少供应，而许多成员国正打算进一步增加石油产量。\n\n在增产政策不变的情况下，OPEC认为石油库存将回到疫情期间的峰值\n即使在基本情况预测中，当前每月增产的政策将使经合组织的商业石油库存几乎恢复到疫情期间32亿桶的峰值水平，足以满足超过31天以上的石油需求。\n当然，OPEC+可能无法实现其计划的所有增产目标。一些成员国，例如安哥拉和尼日利亚，已经难以在允许范围内增加产量，即便是最大的非OPEC产油国俄罗斯，也可能难以在明年年中实现增产目标。这将减少该组织所需面临的问题。\n但问题仍然存在。除非石油需求变得更加强劲，或者OPEC+以外的石油产量远低于该组织分析师的预测，否则不久之后，OPEC+将不得不再次考虑减产。当这种情况发生时，OPEC+可能会像7月初那样，在谈判上再次陷入僵局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814255675,"gmtCreate":1630831317397,"gmtModify":1676530402873,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814255675","repostId":"1175837799","repostType":4,"repost":{"id":"1175837799","pubTimestamp":1630830102,"share":"https://www.laohu8.com/m/news/1175837799?lang=&edition=full","pubTime":"2021-09-05 16:21","market":"sh","language":"zh","title":"北京证券交易所首批业务规则出炉，一文看懂六大重点","url":"https://stock-news.laohu8.com/highlight/detail?id=1175837799","media":"中国证券报","summary":"北京证券交易所有限责任公司已完成工商注册，成立及核准日期为9月3日，全国中小企业股份转让系统有限责任公司为股东。注册信息显示，北京证券交易所有限责任公司法定代表人为徐明，注册资本10亿元人民币。徐明还","content":"<div>\n<p>北京证券交易所有限责任公司已完成工商注册，成立及核准日期为9月3日，全国中小企业股份转让系统有限责任公司为股东。注册信息显示，北京证券交易所有限责任公司法定代表人为徐明，注册资本10亿元人民币。徐明还在全国中小企业股份转让系统有限责任公司任职，职务为该公司党委书记、董事长。北京证券交易所有限责任公司注册成立,徐明任董事长\n北京证券交易所（下称北交所）首批业务规则公开征求意见！\n首批业务规则为《北京...</p>\n\n<a href=\"https://finance.ifeng.com/c/89I6heHUGyD\">Web Link</a>\n\n</div>\n","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>北京证券交易所首批业务规则出炉，一文看懂六大重点</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北京证券交易所首批业务规则出炉，一文看懂六大重点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 16:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.ifeng.com/c/89I6heHUGyD><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京证券交易所有限责任公司已完成工商注册，成立及核准日期为9月3日，全国中小企业股份转让系统有限责任公司为股东。注册信息显示，北京证券交易所有限责任公司法定代表人为徐明，注册资本10亿元人民币。徐明还在全国中小企业股份转让系统有限责任公司任职，职务为该公司党委书记、董事长。北京证券交易所有限责任公司注册成立,徐明任董事长\n北京证券交易所（下称北交所）首批业务规则公开征求意见！\n首批业务规则为《北京...</p>\n\n<a href=\"https://finance.ifeng.com/c/89I6heHUGyD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b303111eac31304c346c874474ce61e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://finance.ifeng.com/c/89I6heHUGyD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175837799","content_text":"北京证券交易所有限责任公司已完成工商注册，成立及核准日期为9月3日，全国中小企业股份转让系统有限责任公司为股东。注册信息显示，北京证券交易所有限责任公司法定代表人为徐明，注册资本10亿元人民币。徐明还在全国中小企业股份转让系统有限责任公司任职，职务为该公司党委书记、董事长。北京证券交易所有限责任公司注册成立,徐明任董事长\n北京证券交易所（下称北交所）首批业务规则公开征求意见！\n首批业务规则为《北京证券交易所股票上市规则（试行）》（简称《上市规则》）、《北京证券交易所交易规则（试行）》（简称《交易规则》）、《北京证券交易所会员管理规则（试行）》（简称《会员管理规则》）。业务规则的起草，既遵循证券交易所制度建设的普遍规律，又充分考虑北交所服务创新型中小企业的市场地位。\n本次就上市规则、交易规则和会员管理规则公开征求意见结束后，北交所将根据意见情况进一步完善，经履行有关程序后发布实施。近期，北交所还将就落实公开发行注册制下审核职责相关的自律规则公开征求市场意见。\n主要内容：\n北交所上市标准平移精选层的四套“财务+市值”的条件\n不再实行主办券商持续督导制度\n为引入做市机制、实行混合交易预留制度空间\n探索与公司制交易所相契合的会员管理制度\n对现金分红比例不作硬性要求\n允许在充分披露并履行相应程序的前提下，合理设置低于股票市价的期权行权价格，以增强激励功效\n符合新三板基本挂牌条件或创新层条件的，鼓励进入相应层级挂牌交易\n平移精选层上市标准\n在结构上，《上市规则》由发行上市、持续监管、退市机制和监管处理等四部分组成。\n北交所的上市标准平移精选层的4套准入标准。这一制度安排更适合盈利能力相对稳定且具备一定经营杠杆的成长型企业。\n目前，在精选层现有66家公司中，上述4套标准均有覆盖。其中，以第一套标准进入精选层的公司占绝大多数。\n根据《上市规则》，在全国股转系统连续挂牌满12个月的创新层挂牌公司可以申请到北交所上市。目前，不管是创新层，还是基础层，符合上述4套标准中财务条件的挂牌公司数量比较充足。\n停复牌管理更加严格\n相较于精选层挂牌公司，北交所在持续监管方面做了四大方面的调整。\n一是公司治理更加优化。增加了独立董事应当发表意见的情形，将资金占用主体范围扩大到控股股东、实际控制人及其关联方，紧盯“关键少数”；明确了不得新增影响持续经营能力的同业竞争，确保上市公司独立性。\n二是信息披露要求更加具体。例如，《上市规则》细化了自愿披露、豁免披露、暂缓披露、行业和风险信息披露等具体要求，提高披露针对性和有效性。\n三是停复牌管理更加严格。《上市规则》贯彻“少停、短停、分阶段停”的监管原则，要求上市公司不得滥用停复牌机制，不得利用停牌替代信息保密，确保市场交易的连续性，保障投资者交易权利。筹划重大资产重组或发行股份购买资产的，停牌时间压缩至不超过10个交易日，筹划其他重大事项不超过5个交易日，因特殊情形延期复牌的，连续停牌总时长不超过25个交易日。\n四是主体责任更加清晰。北交所不再实行主办券商“终身”持续督导，由保荐机构履行规定期限内的持续督导职责。需要强调的是，为确保平稳过渡，在北交所开市初期，上市公司与主办券商已签订的持续督导协议应继续执行，信息披露和日常业务仍按现行模式办理，北交所将尽快明确后续制度切换安排。\n为混合交易预留空间\n从内容来看，《交易规则》整体延续精选层以连续竞价为核心的交易制度，涨跌幅限制等其他主要规定也均保持不变。\n主要内容方面，一是实行30%的价格涨跌幅限制，给予市场充分的价格博弈空间，保障价格发现效率。\n二是上市首日不设涨跌幅限制，实施临时停牌机制。即当盘中成交价格较开盘价首次上涨或下跌达到或超过30%、60%时，盘中临时停牌10分钟，复牌时进行集合竞价。据了解，配套个股临时停牌机制主要是为了避免股价快速非理性波动带来市场恐慌和盲目交易，给予市场一定的冷静期。\n三是连续竞价期间，对限价申报设置基准价格上下5%的申报有效价格范围，对市价申报采取限价保护措施。\n四是买卖申报的最低数量为100股，每笔申报可以1股为单位递增。\n五是单笔申报数量不低于10万股或成交金额不低于100万元的，可以进行大宗交易。\n市场人士认为，上述交易安排，不改变投资者交易习惯，不增加市场负担，体现中小企业股票交易特点，确保了市场交易的稳定性和连续性。\n值得一提的是，北交所还为引入做市机制、实行混合交易预留了制度空间。\n探索与公司制交易所相契合的\n会员管理制度\n根据《会员管理规则》，北交所探索与公司制交易所相契合的会员管理制度。\n北交所作为公司制交易所实行会员管理，会员是证券公司开展业务的资格载体。区别于会员制交易所，会员在公司制交易所不享有财产所有权。实施会员管理是落实上位法对于证券交易所的明确要求，在境内外公司制交易所有较多成熟实践，《会员管理规则》予以吸收借鉴，重点明确了对会员交易风险控制、客户管理、交易信息使用和技术系统管理等方面的要求，强化监督机制，督促会员在各项业务活动中归位尽责。\n\n对现金分红比例不作硬性要求\n北交所上市公司监管制度在遵循上市公司监管的基本要求的前提下，充分考虑了北交所服务创新型中小企业的市场定位，总结吸收了精选层运行以来的监管实践。\n特色方面，《上市规则》充分吸收了精选层前期实践经验，承袭契合创新型中小企业特点的监管制度，形成了体现北交所市场定位和特色的差异化制度安排，有效平衡了中小企业在资本市场的规范成本与收益。\n例如，对现金分红比例不作硬性要求，鼓励公司根据自身实际“量力而为”；对于股权激励，允许在充分披露并履行相应程序的前提下，合理设置低于股票市价的期权行权价格，以增强激励功效。\n明确主动退市与强制退市安排\n退市制度主要包括以下三个方面内容。\n一是退市标准，即“谁应退”。《上市规则》明确了主动退市与强制退市安排，强制退市分为交易类、财务类、规范类和重大违法类等四类情形，构建了多元丰富的指标组合。其中，财务类强制退市考察期为两年，指标不交叉适用。\n二是退市程序，即“怎么退”。《上市规则》规定了退市风险警示，作为强制退市的先导制度，既向市场充分揭示风险，也保障投资者的交易权利；明确强制退市由上市委员会审议，确保退市决定的严肃性和审慎性。\n三是退市去向，即“退到哪”。北交所充分发挥与新三板市场一体发展的制度优势，对于退市公司，符合新三板基本挂牌条件或创新层条件的，鼓励进入相应层级挂牌交易，继续发展；存在重大违法等情形，不符合挂牌条件的，转入退市公司板块，体现了对退市风险“分类纾解、充分缓释”的创新探索。此外，北交所退市公司符合重新上市条件的，可以申请重新上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":814963013,"gmtCreate":1630744413732,"gmtModify":1676530389361,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/814963013","repostId":"1152020609","repostType":4,"repost":{"id":"1152020609","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":1630572749,"share":"https://www.laohu8.com/m/news/1152020609?lang=&edition=full","pubTime":"2021-09-02 16:52","market":"hk","language":"zh","title":"提醒：因美国劳工节，美股9月6日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1152020609","media":"老虎资讯综合","summary":"9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n九月的第一个星期一是美国的劳工节（Labor Day），在189","content":"<p>9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p>九月的第一个星期一是美国的劳工节（Labor Day），在1894年被确立为美国的国家节日，即美国的劳动节。</p>\n<p>这一天，全美各地民众一般都会举行游行、集会等各种庆祝活动，以示对劳工的尊重。在一些州，人们在游行之后还要举办野餐会，热闹地吃喝、唱歌、跳舞。入夜，有的地方还会放焰火。</p>\n<p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></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>提醒：因美国劳工节，美股9月6日休市一天</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：因美国劳工节，美股9月6日休市一天\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\">2021-09-02 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p>九月的第一个星期一是美国的劳工节（Labor Day），在1894年被确立为美国的国家节日，即美国的劳动节。</p>\n<p>这一天，全美各地民众一般都会举行游行、集会等各种庆祝活动，以示对劳工的尊重。在一些州，人们在游行之后还要举办野餐会，热闹地吃喝、唱歌、跳舞。入夜，有的地方还会放焰火。</p>\n<p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152020609","content_text":"9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n九月的第一个星期一是美国的劳工节（Labor Day），在1894年被确立为美国的国家节日，即美国的劳动节。\n这一天，全美各地民众一般都会举行游行、集会等各种庆祝活动，以示对劳工的尊重。在一些州，人们在游行之后还要举办野餐会，热闹地吃喝、唱歌、跳舞。入夜，有的地方还会放焰火。","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158913379,"gmtCreate":1625121023091,"gmtModify":1703736561679,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh my god","listText":"Oh my god","text":"Oh my god","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158913379","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","pubTimestamp":1625094708,"share":"https://www.laohu8.com/m/news/1178516480?lang=&edition=full","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p>\n<p>In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p>\n<p>All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p>\n<p>“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p>\n<p>For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p>\n<p>This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p>\n<p>“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p>\n<p>“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p>\n<p>“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p>\n<p>(Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p>\n<p><img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p>\n<p>The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p>\n<p>The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p>\n<p>Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p>\n<p>Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p>\n<p>Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p>\n<p>Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p>\n<p>Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p>","source":"lsy1601381805984","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>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain</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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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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127954920,"gmtCreate":1624829892660,"gmtModify":1703845536034,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/127954920","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","pubTimestamp":1624764940,"share":"https://www.laohu8.com/m/news/1104974895?lang=&edition=full","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p>\n<p>Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p>\n<p>On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p>\n<p>Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p>\n<p>Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p>\n<p><img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.</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\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Like & Comment Please, Thank You Very Much","text":"Like & Comment Please, Thank You Very Much","html":"Like & Comment Please, Thank You Very Much"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897687046,"gmtCreate":1628912810085,"gmtModify":1676529892472,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897687046","repostId":"1146996872","repostType":4,"repost":{"id":"1146996872","pubTimestamp":1628907526,"share":"https://www.laohu8.com/m/news/1146996872?lang=&edition=full","pubTime":"2021-08-14 10:18","market":"hk","language":"zh","title":"央广网评：肆意篡改历史的网络游戏当治理","url":"https://stock-news.laohu8.com/highlight/detail?id=1146996872","media":"央广网","summary":"历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。","content":"<div>\n<p>作者：央广网评论员 张可月\n近日，某网络游戏中又出现了歪曲历史的现象：把岳飞设计为“肉袒牵羊”的投降者形象，把秦桧定位为高等级的“天”等等。\n网络游戏具有公共文化产品的属性，也是一种历史和文化传播的载体，容易在潜移默化中影响参与者的思想和判断，从而被动接受人为“加工”的历史。\n历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。网络游戏玩家的主体是青少年，错误地改编、戏说、调侃...</p>\n\n<a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">Web Link</a>\n\n</div>\n","source":"ygw","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>央广网评：肆意篡改历史的网络游戏当治理</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; 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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央广网评：肆意篡改历史的网络游戏当治理\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml><strong>央广网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：央广网评论员 张可月\n近日，某网络游戏中又出现了歪曲历史的现象：把岳飞设计为“肉袒牵羊”的投降者形象，把秦桧定位为高等级的“天”等等。\n网络游戏具有公共文化产品的属性，也是一种历史和文化传播的载体，容易在潜移默化中影响参与者的思想和判断，从而被动接受人为“加工”的历史。\n历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。网络游戏玩家的主体是青少年，错误地改编、戏说、调侃...</p>\n\n<a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6732755bad1da573809dd82708472f29","relate_stocks":{"159869":"游戏ETF"},"source_url":"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146996872","content_text":"作者：央广网评论员 张可月\n近日，某网络游戏中又出现了歪曲历史的现象：把岳飞设计为“肉袒牵羊”的投降者形象，把秦桧定位为高等级的“天”等等。\n网络游戏具有公共文化产品的属性，也是一种历史和文化传播的载体，容易在潜移默化中影响参与者的思想和判断，从而被动接受人为“加工”的历史。\n历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。网络游戏玩家的主体是青少年，错误地改编、戏说、调侃历史，容易引起历史观、民族观、国家观和文化观的误导。\n对此，网络游戏行业必须加强自律，相关从业人员对国家历史要有基本的尊重和敬畏，坚守创作底线。同时，行业主管部门也应强化前置审批管理，对“跑偏了”的网络游戏“零容忍”，铲除其生存土壤。","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126592062,"gmtCreate":1624578079956,"gmtModify":1703840630297,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls help me like and comment.Tq","listText":"Pls help me like and comment.Tq","text":"Pls help me like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/126592062","repostId":"2146023477","repostType":4,"repost":{"id":"2146023477","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624575912,"share":"https://www.laohu8.com/m/news/2146023477?lang=&edition=full","pubTime":"2021-06-25 07:05","market":"us","language":"en","title":"Nasdaq and S&P 500 end at record highs; Dow rallies","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023477","media":"Reuters","summary":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the ","content":"<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</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>Nasdaq and S&P 500 end at record highs; Dow rallies</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\">\nNasdaq and S&P 500 end at record highs; Dow rallies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-25 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","MSFT":"微软","OEX":"标普100","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146023477","content_text":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.\nWith massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.\nConstruction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.\n\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.\nFueling the S&P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.\nMega-caps PayPal and Facebook Inc each gained more than 1%, and were also among the biggest boosts to the S&P 500 and the Nasdaq.\nMicrosoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.\nInitial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.\nThe Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.\nSo far this month, the S&P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.\nThe Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&P 500 gained 0.58% to 4,266.49.\nThe Nasdaq Composite climbed 0.69% to 14,369.71.\nVolume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.\nThe S&P 500 technology, healthcare and communication services sector indexes hit record highs.\nSo far in 2021, the S&P 500 has gained almost 14%, beating the Nasdaq's 11% rise.\nEli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.\nIn response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.\nMGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"\nAccenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156928815,"gmtCreate":1625191443237,"gmtModify":1703738021427,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156928815","repostId":"1175817125","repostType":4,"repost":{"id":"1175817125","pubTimestamp":1625180880,"share":"https://www.laohu8.com/m/news/1175817125?lang=&edition=full","pubTime":"2021-07-02 07:08","market":"us","language":"en","title":"S&P 500 winning streak extends to sixth straight record close","url":"https://stock-news.laohu8.com/highlight/detail?id=1175817125","media":"Reuters","summary":"NEW YORK  - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.Investors now eye Friday’s much-anticipated employment report.The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.“Historical data shows if you have a strong first half, the second half of the year was ac","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p>\n<p>Investors now eye Friday’s much-anticipated employment report.</p>\n<p>The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p>\n<p>“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p>\n<p>All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p>\n<p>The Philadelphia SE Semiconductor index slid 1.5%</p>\n<p>“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p>\n<p>“It feels like investors left for the Fourth of July weekend about three months ago.”</p>\n<p>The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p>\n<p>Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray &amp; Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p>\n<p>Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p>\n<p>“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p>\n<p>Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p>\n<p>“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p>\n<p>The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&amp;P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, consumer staples was the sole loser, shedding 0.3%.</p>\n<p>Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p>\n<p>Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p>\n<p>Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p>\n<p>Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</p>","source":"lsy1601381805984","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>S&P 500 winning streak extends to sixth straight record close</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\">\nS&P 500 winning streak extends to sixth straight record close\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175817125","content_text":"NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.\nInvestors now eye Friday’s much-anticipated employment report.\nThe bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.\n“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.\nAll three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.\nThe Philadelphia SE Semiconductor index slid 1.5%\n“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”\n“It feels like investors left for the Fourth of July weekend about three months ago.”\nThe ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.\nJobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.\nActivity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.\n“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.\nFriday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.\n“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”\nThe Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.\nOf the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.\nWalgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.\nDidi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.\nMicron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.\nVolume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121735484,"gmtCreate":1624492179648,"gmtModify":1703838095023,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good.Pls help like and comment.Tq","listText":"Good.Pls help like and comment.Tq","text":"Good.Pls help like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/121735484","repostId":"2145157140","repostType":4,"repost":{"id":"2145157140","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624490678,"share":"https://www.laohu8.com/m/news/2145157140?lang=&edition=full","pubTime":"2021-06-24 07:24","market":"us","language":"en","title":"Yellen says inflation should be lower than current levels by year end","url":"https://stock-news.laohu8.com/highlight/detail?id=2145157140","media":"Reuters","summary":"June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should ret","content":"<p>June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.</p>\n<p>Yellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.</p>\n<p>Asked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.</p>\n<p>She also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.</p>\n<p>Yellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.</p>\n<p>She said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.</p>\n<p>Yellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.</p>\n<p>\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"</p>\n<p>\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"</p>\n<p>Yellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.</p>\n<p>\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.</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>Yellen says inflation should be lower than current levels by year end</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\">\nYellen says inflation should be lower than current levels by year end\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-24 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.</p>\n<p>Yellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.</p>\n<p>Asked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.</p>\n<p>She also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.</p>\n<p>Yellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.</p>\n<p>She said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.</p>\n<p>Yellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.</p>\n<p>\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"</p>\n<p>\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"</p>\n<p>Yellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.</p>\n<p>\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145157140","content_text":"June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.\nYellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.\nAsked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.\nShe also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.\nYellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.\nShe said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.\nYellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.\n\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"\n\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"\nYellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.\n\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147744583,"gmtCreate":1626393388742,"gmtModify":1703759164132,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147744583","repostId":"2151575910","repostType":4,"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140381318,"gmtCreate":1625629533034,"gmtModify":1703745272443,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/140381318","repostId":"2149360103","repostType":4,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121781365,"gmtCreate":1624492540457,"gmtModify":1703838115911,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls like and comment.tq","listText":"Pls like and comment.tq","text":"Pls like and comment.tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121781365","repostId":"2145156570","repostType":4,"repost":{"id":"2145156570","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624489510,"share":"https://www.laohu8.com/m/news/2145156570?lang=&edition=full","pubTime":"2021-06-24 07:05","market":"us","language":"en","title":"Tesla lifts Nasdaq to record-high close, S&P 500 dips","url":"https://stock-news.laohu8.com/highlight/detail?id=2145156570","media":"Reuters","summary":"June 23  - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.Gains in Nvidia Corp and $Facebook$ Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.Data firm IHS $Markit$ said its flash U.S. manufacturi","content":"<p>June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&amp;P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.</p>\n<p>Gains in Nvidia Corp and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.</p>\n<p>Data firm IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.</p>\n<p>The \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.</p>\n<p>On Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.</p>\n<p>Powell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.</p>\n<p>\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.</p>\n<p>Eight of the 11 major S&amp;P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .</p>\n<p>Tesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.</p>\n<p>Extending investors' recent preference for growth stocks, the S&amp;P 500 growth index edged up 0.01%, while the value index dipped 0.24%.</p>\n<p>The Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&amp;P 500 lost 0.11% to 4,241.84.</p>\n<p>The Nasdaq Composite climbed 0.13% to 14,271.73.</p>\n<p>The S&amp;P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.</p>\n<p>Nikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.</p>\n<p>Among so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while <a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources Inc</a> slumped 30%, tumbling for a second day after announcing an upsized stock offering.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.</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>Tesla lifts Nasdaq to record-high close, S&P 500 dips</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\">\nTesla lifts Nasdaq to record-high close, S&P 500 dips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-24 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&amp;P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.</p>\n<p>Gains in Nvidia Corp and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.</p>\n<p>Data firm IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.</p>\n<p>The \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.</p>\n<p>On Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.</p>\n<p>Powell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.</p>\n<p>\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.</p>\n<p>Eight of the 11 major S&amp;P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .</p>\n<p>Tesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.</p>\n<p>Extending investors' recent preference for growth stocks, the S&amp;P 500 growth index edged up 0.01%, while the value index dipped 0.24%.</p>\n<p>The Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&amp;P 500 lost 0.11% to 4,241.84.</p>\n<p>The Nasdaq Composite climbed 0.13% to 14,271.73.</p>\n<p>The S&amp;P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.</p>\n<p>Nikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.</p>\n<p>Among so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while <a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources Inc</a> slumped 30%, tumbling for a second day after announcing an upsized stock offering.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDAQ":"纳斯达克OMX交易所","TSLA":"特斯拉",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","NKLA":"Nikola Corporation","IVV":"标普500指数ETF","NVDA":"英伟达","INFO":"IHS Markit Ltd.",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145156570","content_text":"June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.\nGains in Nvidia Corp and Facebook Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.\nData firm IHS Markit said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.\nThe \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.\nOn Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.\nPowell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.\n\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.\nEight of the 11 major S&P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .\nTesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.\nExtending investors' recent preference for growth stocks, the S&P 500 growth index edged up 0.01%, while the value index dipped 0.24%.\nThe Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&P 500 lost 0.11% to 4,241.84.\nThe Nasdaq Composite climbed 0.13% to 14,271.73.\nThe S&P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.\nNikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.\nAmong so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while Torchlight Energy Resources Inc slumped 30%, tumbling for a second day after announcing an upsized stock offering.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.\nThe S&P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.\nVolume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171882285,"gmtCreate":1626736885147,"gmtModify":1703764056730,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/171882285","repostId":"1147786491","repostType":4,"repost":{"id":"1147786491","pubTimestamp":1626736000,"share":"https://www.laohu8.com/m/news/1147786491?lang=&edition=full","pubTime":"2021-07-20 07:06","market":"hk","language":"zh","title":"云计算给力，IBM创三年最强劲收入增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1147786491","media":"老虎资讯综合","summary":"摘要：$IBM$二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。","content":"<blockquote>\n 摘要：<a href=\"https://laohu8.com/S/IBM\">IBM</a>二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称，IBM新CEO的混合云战略转变开始获得回报。\n</blockquote>\n<p>得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。</p>\n<p>当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：</p>\n<ul>\n <li>包括云应用及交易处理平台、2019年收购的开源云软件商<a href=\"https://laohu8.com/S/RHT\">红帽</a>在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。</li>\n <li>包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。</li>\n <li>包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。</li>\n <li>包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。</li>\n <li>包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。</li>\n</ul>\n<p>IBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。</p>\n<p>评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。</p>\n<p>二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。</p>\n<p>当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。</p>\n<p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：</p>\n<ul>\n <li>包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。</li>\n <li>包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。</li>\n <li>包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。</li>\n <li>包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。</li>\n <li>包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。</li>\n</ul>\n<p>IBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。</p>\n<p>评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。</p>\n<p>二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>","source":"lsy1567738977881","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>云计算给力，IBM创三年最强劲收入增长</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云计算给力，IBM创三年最强劲收入增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 07:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3635793><strong>老虎资讯综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：IBM二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称，IBM新CEO的混合云战略转变开始获得回报。\n\n得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635793\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d3f378365151f1311c3c65105038a61","relate_stocks":{"IBM":"IBM"},"source_url":"https://wallstreetcn.com/articles/3635793","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147786491","content_text":"摘要：IBM二季度总营收同比增逾3%，云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称，IBM新CEO的混合云战略转变开始获得回报。\n\n得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。得到需求强劲的云计算业务力挺，科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后，IBM公布今年第二季度营业收入为187.5亿美元，高于分析师预期的182.6亿美元，较去年同期增长近3.5%，为2018年二季度以来最大同比增速；二季度每股收益（EPS）为2.33美元，也高于市场预期的2.28美元，同比增长3%。\n\n分业务看，二季度IBM多数业务收入均高于市场预期，云相关业务收入总体同比增长13%，增至70亿美元。具体包括：\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元，同比增长6.1%，市场预期60.3亿美元。其中云收入增长29%，红帽的营收增长10%，交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元，增长11.6%，市场预期40.6亿美元，其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元，增长0.4%，市场预期62亿美元，其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元，下降7.3%，市场预期16.8亿美元，其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元，下降8.6%，市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳（Arvind Krishna）评论称，二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长，推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称，公司业务增长非常令人鼓舞，这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变，提高生产率以及创造新的增长机遇。\n评论称，去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略，让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示，柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后，本周一收跌0.7%的IBM股价盘后跳涨，涨幅一度超过4%，后回吐部分涨幅，北京时间6点30分过后，盘后涨幅保持在3%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155430863,"gmtCreate":1625448012952,"gmtModify":1703741838555,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Alright.Same movie","listText":"Alright.Same movie","text":"Alright.Same movie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155430863","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152760445,"gmtCreate":1625357620887,"gmtModify":1703740608413,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Watching","listText":"Watching","text":"Watching","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/152760445","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","pubTimestamp":1625277627,"share":"https://www.laohu8.com/m/news/1146176335?lang=&edition=full","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125123585,"gmtCreate":1624665057047,"gmtModify":1703842972735,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good.Pls like and comment.Tq","listText":"Good.Pls like and comment.Tq","text":"Good.Pls like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125123585","repostId":"1177764085","repostType":4,"repost":{"id":"1177764085","pubTimestamp":1624662146,"share":"https://www.laohu8.com/m/news/1177764085?lang=&edition=full","pubTime":"2021-06-26 07:02","market":"us","language":"en","title":"S&P 500 climbs to another record led by bank shares, notches its best week since February","url":"https://stock-news.laohu8.com/highlight/detail?id=1177764085","media":"CNBC","summary":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that ","content":"<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>S&P 500 climbs to another record led by bank shares, notches its best week since February</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\">\nS&P 500 climbs to another record led by bank shares, notches its best week since February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177764085","content_text":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad equity benchmark climbed 0.3% to hit another closing record high of 4,280.70. Financials were the best-performing S&P 500 sector with a 1.3% gain. The Dow Jones Industrial Average rose 237.02 points, or 0.7%, to 34,433.84, sitting less than 2% from its record. The Nasdaq Composite erased earlier gains and closed 0.1% lower at 14,360.39 amid a rise in bond yields. The 10-year Treasury yield jumped 4 basis points to 1.52%.\nThe S&P 500 rallied 2.7% for the week, notching its biggest weekly gain since early February. The Dow gained 3.4% this week for its best week since mid-March, while the Nasdaq advanced 2.4%.\nFriday’s rally came after a key inflation indicator that the Federal Reserve uses to set policy rose 3.4% in May, the fastest increase since the early 1990s, the Commerce Department reported Friday. The reading matched the expectation from economists polled by Dow Jones. The core index rose 0.5% for the month, which actually was below the 0.6% estimate.\nThe core personal consumption expenditures price index increase reflects the rapid pace of economic expansion and resulting price pressures, and amplified how far the nation has come since the pandemic-induced shutdown of 2020.\n“This provided support to the Fed’s argument that inflation is transitory and will help allay fears that we are witnessing runaway inflation,” said Anu Gaggar, senior global Investment analyst at Commonwealth Financial Network. “This should continue to provide support to risk assets such as equities.”\nBank shares jumped after the Federal Reserve announced the banking industry could easily withstand a severe recession. The Fed, in releasing the results of its annual stress test, said the 23 institutions in the 2021 exam remained “well above” minimum required capital levels during a hypothetical economic downturn. The decision cleared the way for the banks to raise dividends and buy back more stock, which was suspended during the pandemic.\nWells Fargo climbed 2.6%, while Fifth Third and PNC all gained over 2%. JPMorgan and Bank of America both rose more than 1%.\nNike’s stock surged 15.5%, helping to boost sentiment for the Dow. The company reported earnings and revenue that blew past Wall Street estimates. Digital sales also jumped 41% since last year and 147% from two years ago.\nOn the flipside,FedEx dipped 3.6% despite beating on the top and bottom lines of its earnings. FedEx also gave a strong yearly outlook.\nFriday saw heightened trading volume as FTSE Russell was set to rebalance its U.S. stock indexes at the market close. Bank of America estimated that more than $170 billion worth of shares would be changed hands as a result of 625 changes in total to Russell indexes, including the Russell 1000 and Russell 2000.\nPresident Joe Biden announced Thursday that the White House struck an infrastructure deal with a bipartisan group of senators. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. The framework will include $579 billion in new spending on transportation like roads, bridges and rail, electric vehicle infrastructure and electric transit, among other things.\nThe stock market came back from last week’s swoon induced by worries about a tighter Federal Reserve. Last week, the Dow fell 3.5% and the S&P 500 shed 1.9% as the Fed moved up its timeline for interest-rate increases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894888002,"gmtCreate":1628816508706,"gmtModify":1676529863145,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/894888002","repostId":"1112131418","repostType":4,"repost":{"id":"1112131418","pubTimestamp":1628815688,"share":"https://www.laohu8.com/m/news/1112131418?lang=&edition=full","pubTime":"2021-08-13 08:48","market":"hk","language":"zh","title":"字节新消费版图大起底：投资自营双管齐下","url":"https://stock-news.laohu8.com/highlight/detail?id=1112131418","media":"Tech星球","summary":"2021年，字节跳动在新消费领域的动作愈加明显，无论是推出自主品牌，还是外部投资都有涉猎。\n3月2日，投资酒类品牌厚雪酒业，5月7日，字节跳动参与了轻食品牌鲨鱼菲特，随后又相继投资了Manner咖啡、","content":"<p>2021年，字节跳动在新消费领域的动作愈加明显，无论是推出自主品牌，还是外部投资都有涉猎。</p>\n<p>3月2日，投资酒类品牌厚雪酒业，5月7日，字节跳动参与了轻食品牌鲨鱼菲特，随后又相继投资了Manner咖啡、柠茶等新兴品牌，席卷了新消费市场的多个细分赛道，包括咖啡、茶饮和酒类等。</p>\n<p>全力出击，不设边界的投入新消费，大厂中鲜有如字节跳动这般规模和力度。</p>\n<p>实际上，字节跳动在新消费领域的布局远比外界想象中的更早。</p>\n<p>Tech星球独家获悉，字节跳动战略合作总监白光以及刘钰章等，早在2018年就接管了成立不久的北京新港商贸有限公司，这家公司主要探索茶业、红酒等新消费业务，比如和供应商合作推出红酒商品“灵感代码”。</p>\n<p>与此同时，巨量引擎也在同年探索白酒类新业务——“随我小酒”，并在次年进行推广，但并未引起太大关注。此外，字节现在内部的茶饮，也更换为自家的品牌进行运营，比如咖啡品牌名为“ByteCoffee”、茶叶为“ByteTea”。</p>\n<p>除了早期的自营商品外，近期，字节还将推出全新的茶饮品牌“桃源玉叶”，商品名为“桃荼荼”，是一个<a href=\"https://laohu8.com/S/JE..UK\">即食</a>冲饮的茶包。不止如此，字节跳动还将推出“葡里葡气”、“灵感泡泡”等多款新式茶饮，丰富新消费的品牌。字节跳动方面对此表示：只是用于内部福利。</p>\n<p>然而，Tech星球发现，桃源玉叶这款茶饮品牌已在<a href=\"https://laohu8.com/S/DYIN\">抖音</a>开设认证号，消息人士表示，或将用于后期的商品售卖。</p>\n<p>随着消费升级和用户追求健康的市场环境影响，新消费成为了国内未来市场的新方向。从2018年开始，字节就开始在新消费领域持续加码，已涉足国潮、茶饮、火锅、酒类、周边等多个消费领域。随着字节在C端流量增长与变现挑战越来越大，以及海外市场的未知变数，投入到新消费业务中，或许会成为字节跳动新的增长引擎。</p>\n<p><b>精挑细选投资新消费品牌</b></p>\n<p>字节对外投资，主要由其战略投资部负责。这一部门从2020年7月起，就一直在调整。</p>\n<p>2020年3月，字节跳动战略投资负责人严授转岗负责游戏，空缺4月后，由原TikTok产品负责人朱骏Alex担任字节跳动产品和战略副总裁，负责产品战略、公司战略和投资。此后，战略投资部门内部分化出财务投资部门，新消费品牌投资则由该部门的杨洁负责，她曾任红杉资本副总裁。</p>\n<p>动态调整期间，字节的投资依旧保持高速运转。天眼查数据显示，字节从2014年开始做投资，共投资项目129起，仅从去年7月到现在的一年时间内，投资了60多起，占近一半左右，大手笔投资接连不断。</p>\n<p><img src=\"https://static.tigerbbs.com/71699596751b4cd4620b469e027eee16\" tg-width=\"1054\" tg-height=\"737\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，字节对外的投资机构主要有5个，分别为北京量子跃动科技有限公司、北京星云创迹科技有限公司、今日头条有限公司、北京闪星科技有限公司、北京字节跳动科技有限公司，这5家公司分工明确，分别管理不同的投资项目。</p>\n<p><img src=\"https://static.tigerbbs.com/11d575bba649c1506f987480beb189ea\" tg-width=\"1080\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p>\n<p>新消费赛道的投资主要由北京量子跃动科技有限公司进行，而像“飞聊”等内部<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>孵化的业务，则由北京字节跳动科技有限公司并购。</p>\n<p>新消费中的细分领域繁多，字节并非“来者不拒”，精挑细选才是最优解。</p>\n<p>除了直投公司进行明确分工外，赛道的负责人也各司其职。据消息人士向Tech星球透露，此次参与外部新消费赛道投资，由杨洁进行审核和接触，包括柠茶、mannar咖啡等，内部则由白光进行创业赛道的布局。</p>\n<p>白光为字节跳动战略合作总监，主要是与外部供应链进行合作交流。例如，字节内部供应的茶饮、咖啡、红酒等是由供应商提供，字节则是品牌授权方。</p>\n<p>字节在新消费的投资上，主要有茶饮、咖啡、酒、文创和火锅等，近期大火的茶饮和咖啡也是其重点关注赛道。</p>\n<p><img src=\"https://static.tigerbbs.com/f0f5ccf447ffdea1dd4592d66dfd4c02\" tg-width=\"1080\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p>字节投资茶饮和咖啡并不意外。智妍咨询的数据显示，国内现制饮品规模约1300亿元，其中，现制茶饮规模约700亿元，占现制饮品规模的54%；现磨咖啡占现制饮品规模的38%。意味着这两个细分赛道是当前用户的主流消费商品。</p>\n<p>如今，字节跳动可能已经在新茶饮和咖啡赛道，找到了眼中的“喜茶”和“<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>”。</p>\n<p>6月份，字节跳动数千万投资予三发餐饮，后者旗下拥有茶饮品牌“柠季·手打柠檬茶”。这个夏天最火的新茶饮品便是柠檬茶，柠季自今年2月在长沙开出首家门店以来，短短5个月时间，门店数已超140家，主要分布在湖南地区，单店月营收超过20万。</p>\n<p>而在咖啡领域，6月16日，Manner咖啡关联公司上海茵赫实业有限公司新增融资信息，字节跳动成为新投资人。在过去半年内，Manner咖啡已获得了4次融资。字节跳动捕获了目前咖啡赛道，继瑞幸后最火的品牌Manner咖啡。</p>\n<p>根据<a href=\"https://laohu8.com/S/JG\">极光</a>调研数据显示，2016-2020年我国现磨咖啡市场的增速分别为28.5%、23.5%、37.3%、25.4%，比咖啡市场的总体增速高出2%-9%。意味着在星巴克、<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>和连咖啡等连锁咖啡品牌的推动下，现磨咖啡的市场渗透率在不断提高。此外，54.9%的消费者将咖啡作为“休闲饮料”，而不仅仅是提神醒脑的一个辅助功能饮品。</p>\n<p>消费观的改变，让咖啡市场火速崛起，也吸引了字节等互联网新玩家涌入。虽然是跨界入局，但丝毫不会影响字节对新消费的大力投入。</p>\n<p><b>小试牛刀“茶、酒和咖啡”</b></p>\n<p>投资不过瘾，字节也在新消费领域亲自入场“操刀”，在内部很早就开始推出了自有IP的新商品、新茶饮。</p>\n<p>据一位字节员工向Tech星球透露，目前，在字节内部有“ByteTea”和“ByteCoffee”等两大品牌饮料。</p>\n<p>位于学清嘉园的字节办公区的一位员工告诉Tech星球，“字节最好喝的是‘椰清冰摇咖啡’，ByteTea有多种口味可以进行选择。当然，如果把字节咖啡换成刚投资的manner那就更好了。”随着葡里葡气、灵感泡泡等新式茶饮的加入，字节内部在茶饮方面的多样性上会更加丰富。</p>\n<p><img src=\"https://static.tigerbbs.com/8802b89b4df969c1191865c370856769\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>一位消费行业人士认为，字节在内部推出这么多的茶饮品牌，一方面是为了提高员工的福利待遇，另外一方面，则是不断试错动态调整，希望员工对这些新茶饮不断提出建议，从而可以对其口味进行调整，推出更适合的饮品，如有合适的机会，则可以向外界进行售卖，类似于<a href=\"https://laohu8.com/S/ZH\">知乎</a>前不久售卖的挂耳咖啡一样。</p>\n<p>据了解，字节正在筹划新的业务“桃源玉叶”，将推出名为“桃荼荼”的茶包商品，消息人士对Tech星球表示，后期或对外进行售卖。目前桃源玉叶，已经在抖音上开设了认证号，作为字节后期推广的一个窗口，而茶叶的原料或由位于福建的一家茶叶厂供应。</p>\n<p><img src=\"https://static.tigerbbs.com/9e00bc86f3b0ff7dd48794a310067915\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>注：桃源玉叶的IP形象和桃源玉叶的认证抖音号。</p>\n<p>除了茶饮外，字节从2018年开始就在研究酒水业务，主要有两条线在跑，一条是面向消费端，另外一条则是对内。</p>\n<p>对内名为“灵感代码”的红酒，有不少员工会收到这瓶红酒。字节的员工李宏打趣道：敲代码迷糊的时候，喝瓶“灵感代码”，瞬间就来劲了。</p>\n<p><img src=\"https://static.tigerbbs.com/85d60a978ead921c164f151a3ec93c07\" tg-width=\"1068\" tg-height=\"879\" referrerpolicy=\"no-referrer\"></p>\n<p>还有一条则是白酒业务线，由巨量引擎操盘，业务名为“随我小酒”，外界对该业务了解甚少。制造方为四川宜宾金南福酒业有限责任公司，主打浓香型白酒品牌。</p>\n<p><img src=\"https://static.tigerbbs.com/7305ceb4040b4878d9b11bebc7efc730\" tg-width=\"1080\" tg-height=\"579\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>虽然有皮皮虾、今日头条和抖音等字节旗下渠道的流量加持，但“随我小酒”的销售不尽如人意。以“随我”天猫旗舰店为例，其主销的6款商品的月销量，除了价值129元6瓶装的“随我小酒”有21人付款外，另外的5个商品月销多为个位数，甚至还有月销为0的尴尬情况。</p>\n<p>由于业绩不佳，该业务随即在2020年停了下来，一位接近字节的合作伙伴表示，他们对这款商品并不看好，一方面是宣传投入不大，一方面则是没有和江小白有区别，失败也是必然。</p>\n<p>“随我小酒”的关停，是字节在亲自入场做新消费品上的尝试，也为现在进行消费赛道的投资和内部试水，埋下了伏笔。</p>\n<p>除了以上业务外，字节在“IP+新消费”的线上模式打造上，也在有条不紊地推进。起初字节内部有一个名为“ByteMall”的商城，可供员工进行字节IP商品的购买，后来字节投资并购男装品牌“硅基生物”后，在其基础上改造成自有IP周边新品牌“抖音文创”。目前已在淘宝、抖音上陆续开店，售卖字节周边和联名商品，有滤茶器、礼盒、雨伞等，由于字节的IP还处于起步阶段，品牌效应不够明显，所以销量不是太大。</p>\n<p>字节在新消费赛道的布局思路，变得愈加明晰，两条路并行：一方面利用投资，加深外部的护城河，并推动外部的营销和合作；另一方面，则是内部试错，布局C端市场。</p>\n<p><b>字节能讲好新消费这个新故事吗？</b></p>\n<p>近年来，新消费品牌迅速崛起，成为创投市场一道特别的风景线。</p>\n<p>2016年成立的元气森林，在2020年的销量超过10亿瓶，估值飙升到140亿；2018年新成立的王饱饱，在2019年双11中成为天猫麦片销冠；<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>则带火了“盲盒经济”，目前市值已稳居千亿……</p>\n<p>新消费爆发并非偶然。而随着移动互联的流量趋于饱和，字节跳动不得不寻找新的增长点，元气森林、<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>的崛起，让字节也想凭借时下这股新消费的东风，分一杯羹。</p>\n<p>字节投资的新消费企业和业务，无论是公司成立时间还是业务上线的时间，都在两年内，说明这些企业都偏年轻化。对于字节而言，提早布局这些初创企业，或有可能在后期有可能跑出一个行业巨头。</p>\n<p>新消费的人群主要是年轻人，而字节的抖音、西瓜、火山视频、今头条等产品的受众，也恰好都是年轻人，更懂年轻人，也让字节更看好新消费。</p>\n<p>据麦肯锡发布的《2020年中国消费者调查报告》显示，调查样本中二线及以下城市“年轻购物达人”仅占受访者的25%，却为当年消费支出增长贡献了近60%，年轻人正成为消费市场新的主力军。</p>\n<p>而随着抖音提出“兴趣电商”概念后，也迎来了消费入口。通过将有趣的商品内容化，然后再推荐给感兴趣的人，可以进一步吸引潜在的用户。</p>\n<p>7月24日，抖音超品大赏推荐官戚薇在直播间为粉丝进行一款新消费品牌的直播带货，取得2100万GMV和超过4.5亿的全渠道曝光量。借助抖音电商，无论是自营的消费品牌，还是投资的企业，都将获得更大的曝光机会。</p>\n<p>新消费模式，擅长将<a href=\"https://laohu8.com/S/300959\">线上线下</a>相结合。除了线上的布局外，字节在线下投资了柠茶、懒熊火锅等新消费品牌，虽然字节不会亲自下场参与运营，但并不意味着字节不会另辟蹊径参与其中，成为供应链的一部分。</p>\n<p>人才方面，抖音电商物流业务，今年已迎来多位前阿里P9级供应链/物流人才加入。这是抖音在供应链、物流体系上发力布局的一个缩影，不排除以后为线上甚至线下的新消费商家提供自家的服务。</p>\n<p>此外，巨量引擎方面，也在加大对食品饮料酒水行业的合作力度。据悉，字节希望维护并开拓在广东、四川等地的食品快消行业的大客户，建立与企业的深度合作。</p>\n<p>需要注意的是，元气森林、瑞幸咖啡、泡泡玛特等已经牢牢把握住各自所在行业的地位，而且像元气森林已经开始做啤酒、奶茶等多元化产品，瑞幸咖啡则推出有别于咖啡的周边和茶饮等新产品，头部玩家在业务上已经开始互相渗透，进行着激烈的竞争。</p>\n<p>对于字节而言，目前投资和自研的新消费业务，仍然还是一个初期阶段，还有很长一段路要走。</p>","source":"techxq","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>字节新消费版图大起底：投资自营双管齐下</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字节新消费版图大起底：投资自营双管齐下\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 08:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/HKWWoebyShR7983uCBSmvQ><strong>Tech星球</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年，字节跳动在新消费领域的动作愈加明显，无论是推出自主品牌，还是外部投资都有涉猎。\n3月2日，投资酒类品牌厚雪酒业，5月7日，字节跳动参与了轻食品牌鲨鱼菲特，随后又相继投资了Manner咖啡、柠茶等新兴品牌，席卷了新消费市场的多个细分赛道，包括咖啡、茶饮和酒类等。\n全力出击，不设边界的投入新消费，大厂中鲜有如字节跳动这般规模和力度。\n实际上，字节跳动在新消费领域的布局远比外界想象中的更早。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKWWoebyShR7983uCBSmvQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2958907307044929d330311c413c1a4f","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/HKWWoebyShR7983uCBSmvQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112131418","content_text":"2021年，字节跳动在新消费领域的动作愈加明显，无论是推出自主品牌，还是外部投资都有涉猎。\n3月2日，投资酒类品牌厚雪酒业，5月7日，字节跳动参与了轻食品牌鲨鱼菲特，随后又相继投资了Manner咖啡、柠茶等新兴品牌，席卷了新消费市场的多个细分赛道，包括咖啡、茶饮和酒类等。\n全力出击，不设边界的投入新消费，大厂中鲜有如字节跳动这般规模和力度。\n实际上，字节跳动在新消费领域的布局远比外界想象中的更早。\nTech星球独家获悉，字节跳动战略合作总监白光以及刘钰章等，早在2018年就接管了成立不久的北京新港商贸有限公司，这家公司主要探索茶业、红酒等新消费业务，比如和供应商合作推出红酒商品“灵感代码”。\n与此同时，巨量引擎也在同年探索白酒类新业务——“随我小酒”，并在次年进行推广，但并未引起太大关注。此外，字节现在内部的茶饮，也更换为自家的品牌进行运营，比如咖啡品牌名为“ByteCoffee”、茶叶为“ByteTea”。\n除了早期的自营商品外，近期，字节还将推出全新的茶饮品牌“桃源玉叶”，商品名为“桃荼荼”，是一个即食冲饮的茶包。不止如此，字节跳动还将推出“葡里葡气”、“灵感泡泡”等多款新式茶饮，丰富新消费的品牌。字节跳动方面对此表示：只是用于内部福利。\n然而，Tech星球发现，桃源玉叶这款茶饮品牌已在抖音开设认证号，消息人士表示，或将用于后期的商品售卖。\n随着消费升级和用户追求健康的市场环境影响，新消费成为了国内未来市场的新方向。从2018年开始，字节就开始在新消费领域持续加码，已涉足国潮、茶饮、火锅、酒类、周边等多个消费领域。随着字节在C端流量增长与变现挑战越来越大，以及海外市场的未知变数，投入到新消费业务中，或许会成为字节跳动新的增长引擎。\n精挑细选投资新消费品牌\n字节对外投资，主要由其战略投资部负责。这一部门从2020年7月起，就一直在调整。\n2020年3月，字节跳动战略投资负责人严授转岗负责游戏，空缺4月后，由原TikTok产品负责人朱骏Alex担任字节跳动产品和战略副总裁，负责产品战略、公司战略和投资。此后，战略投资部门内部分化出财务投资部门，新消费品牌投资则由该部门的杨洁负责，她曾任红杉资本副总裁。\n动态调整期间，字节的投资依旧保持高速运转。天眼查数据显示，字节从2014年开始做投资，共投资项目129起，仅从去年7月到现在的一年时间内，投资了60多起，占近一半左右，大手笔投资接连不断。\n\n此外，字节对外的投资机构主要有5个，分别为北京量子跃动科技有限公司、北京星云创迹科技有限公司、今日头条有限公司、北京闪星科技有限公司、北京字节跳动科技有限公司，这5家公司分工明确，分别管理不同的投资项目。\n\n新消费赛道的投资主要由北京量子跃动科技有限公司进行，而像“飞聊”等内部创业公司孵化的业务，则由北京字节跳动科技有限公司并购。\n新消费中的细分领域繁多，字节并非“来者不拒”，精挑细选才是最优解。\n除了直投公司进行明确分工外，赛道的负责人也各司其职。据消息人士向Tech星球透露，此次参与外部新消费赛道投资，由杨洁进行审核和接触，包括柠茶、mannar咖啡等，内部则由白光进行创业赛道的布局。\n白光为字节跳动战略合作总监，主要是与外部供应链进行合作交流。例如，字节内部供应的茶饮、咖啡、红酒等是由供应商提供，字节则是品牌授权方。\n字节在新消费的投资上，主要有茶饮、咖啡、酒、文创和火锅等，近期大火的茶饮和咖啡也是其重点关注赛道。\n\n字节投资茶饮和咖啡并不意外。智妍咨询的数据显示，国内现制饮品规模约1300亿元，其中，现制茶饮规模约700亿元，占现制饮品规模的54%；现磨咖啡占现制饮品规模的38%。意味着这两个细分赛道是当前用户的主流消费商品。\n如今，字节跳动可能已经在新茶饮和咖啡赛道，找到了眼中的“喜茶”和“星巴克”。\n6月份，字节跳动数千万投资予三发餐饮，后者旗下拥有茶饮品牌“柠季·手打柠檬茶”。这个夏天最火的新茶饮品便是柠檬茶，柠季自今年2月在长沙开出首家门店以来，短短5个月时间，门店数已超140家，主要分布在湖南地区，单店月营收超过20万。\n而在咖啡领域，6月16日，Manner咖啡关联公司上海茵赫实业有限公司新增融资信息，字节跳动成为新投资人。在过去半年内，Manner咖啡已获得了4次融资。字节跳动捕获了目前咖啡赛道，继瑞幸后最火的品牌Manner咖啡。\n根据极光调研数据显示，2016-2020年我国现磨咖啡市场的增速分别为28.5%、23.5%、37.3%、25.4%，比咖啡市场的总体增速高出2%-9%。意味着在星巴克、瑞幸咖啡和连咖啡等连锁咖啡品牌的推动下，现磨咖啡的市场渗透率在不断提高。此外，54.9%的消费者将咖啡作为“休闲饮料”，而不仅仅是提神醒脑的一个辅助功能饮品。\n消费观的改变，让咖啡市场火速崛起，也吸引了字节等互联网新玩家涌入。虽然是跨界入局，但丝毫不会影响字节对新消费的大力投入。\n小试牛刀“茶、酒和咖啡”\n投资不过瘾，字节也在新消费领域亲自入场“操刀”，在内部很早就开始推出了自有IP的新商品、新茶饮。\n据一位字节员工向Tech星球透露，目前，在字节内部有“ByteTea”和“ByteCoffee”等两大品牌饮料。\n位于学清嘉园的字节办公区的一位员工告诉Tech星球，“字节最好喝的是‘椰清冰摇咖啡’，ByteTea有多种口味可以进行选择。当然，如果把字节咖啡换成刚投资的manner那就更好了。”随着葡里葡气、灵感泡泡等新式茶饮的加入，字节内部在茶饮方面的多样性上会更加丰富。\n\n一位消费行业人士认为，字节在内部推出这么多的茶饮品牌，一方面是为了提高员工的福利待遇，另外一方面，则是不断试错动态调整，希望员工对这些新茶饮不断提出建议，从而可以对其口味进行调整，推出更适合的饮品，如有合适的机会，则可以向外界进行售卖，类似于知乎前不久售卖的挂耳咖啡一样。\n据了解，字节正在筹划新的业务“桃源玉叶”，将推出名为“桃荼荼”的茶包商品，消息人士对Tech星球表示，后期或对外进行售卖。目前桃源玉叶，已经在抖音上开设了认证号，作为字节后期推广的一个窗口，而茶叶的原料或由位于福建的一家茶叶厂供应。\n\n注：桃源玉叶的IP形象和桃源玉叶的认证抖音号。\n除了茶饮外，字节从2018年开始就在研究酒水业务，主要有两条线在跑，一条是面向消费端，另外一条则是对内。\n对内名为“灵感代码”的红酒，有不少员工会收到这瓶红酒。字节的员工李宏打趣道：敲代码迷糊的时候，喝瓶“灵感代码”，瞬间就来劲了。\n\n还有一条则是白酒业务线，由巨量引擎操盘，业务名为“随我小酒”，外界对该业务了解甚少。制造方为四川宜宾金南福酒业有限责任公司，主打浓香型白酒品牌。\n\n虽然有皮皮虾、今日头条和抖音等字节旗下渠道的流量加持，但“随我小酒”的销售不尽如人意。以“随我”天猫旗舰店为例，其主销的6款商品的月销量，除了价值129元6瓶装的“随我小酒”有21人付款外，另外的5个商品月销多为个位数，甚至还有月销为0的尴尬情况。\n由于业绩不佳，该业务随即在2020年停了下来，一位接近字节的合作伙伴表示，他们对这款商品并不看好，一方面是宣传投入不大，一方面则是没有和江小白有区别，失败也是必然。\n“随我小酒”的关停，是字节在亲自入场做新消费品上的尝试，也为现在进行消费赛道的投资和内部试水，埋下了伏笔。\n除了以上业务外，字节在“IP+新消费”的线上模式打造上，也在有条不紊地推进。起初字节内部有一个名为“ByteMall”的商城，可供员工进行字节IP商品的购买，后来字节投资并购男装品牌“硅基生物”后，在其基础上改造成自有IP周边新品牌“抖音文创”。目前已在淘宝、抖音上陆续开店，售卖字节周边和联名商品，有滤茶器、礼盒、雨伞等，由于字节的IP还处于起步阶段，品牌效应不够明显，所以销量不是太大。\n字节在新消费赛道的布局思路，变得愈加明晰，两条路并行：一方面利用投资，加深外部的护城河，并推动外部的营销和合作；另一方面，则是内部试错，布局C端市场。\n字节能讲好新消费这个新故事吗？\n近年来，新消费品牌迅速崛起，成为创投市场一道特别的风景线。\n2016年成立的元气森林，在2020年的销量超过10亿瓶，估值飙升到140亿；2018年新成立的王饱饱，在2019年双11中成为天猫麦片销冠；泡泡玛特则带火了“盲盒经济”，目前市值已稳居千亿……\n新消费爆发并非偶然。而随着移动互联的流量趋于饱和，字节跳动不得不寻找新的增长点，元气森林、瑞幸咖啡的崛起，让字节也想凭借时下这股新消费的东风，分一杯羹。\n字节投资的新消费企业和业务，无论是公司成立时间还是业务上线的时间，都在两年内，说明这些企业都偏年轻化。对于字节而言，提早布局这些初创企业，或有可能在后期有可能跑出一个行业巨头。\n新消费的人群主要是年轻人，而字节的抖音、西瓜、火山视频、今头条等产品的受众，也恰好都是年轻人，更懂年轻人，也让字节更看好新消费。\n据麦肯锡发布的《2020年中国消费者调查报告》显示，调查样本中二线及以下城市“年轻购物达人”仅占受访者的25%，却为当年消费支出增长贡献了近60%，年轻人正成为消费市场新的主力军。\n而随着抖音提出“兴趣电商”概念后，也迎来了消费入口。通过将有趣的商品内容化，然后再推荐给感兴趣的人，可以进一步吸引潜在的用户。\n7月24日，抖音超品大赏推荐官戚薇在直播间为粉丝进行一款新消费品牌的直播带货，取得2100万GMV和超过4.5亿的全渠道曝光量。借助抖音电商，无论是自营的消费品牌，还是投资的企业，都将获得更大的曝光机会。\n新消费模式，擅长将线上线下相结合。除了线上的布局外，字节在线下投资了柠茶、懒熊火锅等新消费品牌，虽然字节不会亲自下场参与运营，但并不意味着字节不会另辟蹊径参与其中，成为供应链的一部分。\n人才方面，抖音电商物流业务，今年已迎来多位前阿里P9级供应链/物流人才加入。这是抖音在供应链、物流体系上发力布局的一个缩影，不排除以后为线上甚至线下的新消费商家提供自家的服务。\n此外，巨量引擎方面，也在加大对食品饮料酒水行业的合作力度。据悉，字节希望维护并开拓在广东、四川等地的食品快消行业的大客户，建立与企业的深度合作。\n需要注意的是，元气森林、瑞幸咖啡、泡泡玛特等已经牢牢把握住各自所在行业的地位，而且像元气森林已经开始做啤酒、奶茶等多元化产品，瑞幸咖啡则推出有别于咖啡的周边和茶饮等新产品，头部玩家在业务上已经开始互相渗透，进行着激烈的竞争。\n对于字节而言，目前投资和自研的新消费业务，仍然还是一个初期阶段，还有很长一段路要走。","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176445826,"gmtCreate":1626913781365,"gmtModify":1703480391703,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176445826","repostId":"2153324647","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125121584,"gmtCreate":1624665089248,"gmtModify":1703842974839,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls comment tq","listText":"Pls comment tq","text":"Pls comment tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/125121584","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://www.laohu8.com/m/news/2146023165?lang=&edition=full","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft  launched a broadside against rivals Apple  and Google  on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","source":"yahoofinance","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>Microsoft sent a strong signal to developers that could hurt Apple and Google</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\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","GOOG":"谷歌","MSFT":"微软","GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863520004,"gmtCreate":1632406770708,"gmtModify":1676530775216,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/863520004","repostId":"1117268117","repostType":4,"repost":{"id":"1117268117","pubTimestamp":1632406281,"share":"https://www.laohu8.com/m/news/1117268117?lang=&edition=full","pubTime":"2021-09-23 22:11","market":"us","language":"zh","title":"一起教育科技二季度净收入6.71亿元，同比减亏73%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117268117","media":"新浪科技","summary":"第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。","content":"<p>9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。</p>\n<p>财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育系统在如何利用信息化手段更好落实国家“双减”目标任务方面进行深入合作。以上海闵行教育系统为例，一起教育科技参与了闵行区“基于<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>作业的精准教学与自适应学习系统”等项目的建设，而该系统所属的数据驱动下大规模因材施教“1258工程“，刚刚入选了教育部办公厅印发的落实“双减”十大典型案例。</p>\n<p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一起教育科技二季度净收入6.71亿元，同比减亏73%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一起教育科技二季度净收入6.71亿元，同比减亏73%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 22:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，一起教育科技净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。\n财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83ebbbb2e96e5ec6f1922e1620b6b193","relate_stocks":{"YQ":"一起教育科技"},"source_url":"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117268117","content_text":"9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，一起教育科技净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。\n财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育系统在如何利用信息化手段更好落实国家“双减”目标任务方面进行深入合作。以上海闵行教育系统为例，一起教育科技参与了闵行区“基于智能作业的精准教学与自适应学习系统”等项目的建设，而该系统所属的数据驱动下大规模因材施教“1258工程“，刚刚入选了教育部办公厅印发的落实“双减”十大典型案例。","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}