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PuaTongSeng
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PuaTongSeng
2023-05-16
$阿里巴巴-SW(09988)$
PuaTongSeng
2023-04-27
[鬼脸]
中国领跑!去年全球电动车销量飙升55% 突破千万辆大关
PuaTongSeng
2023-01-11
@tamsohting
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PuaTongSeng
2023-01-04
[财迷]
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PuaTongSeng
2023-01-03
$安琪酵母(600298)$
[财迷]
PuaTongSeng
2021-09-20
@CY_Ng , I already followed you, can you please follow me as well? I am Malaysian too. Tks
@小虎访谈:【虎友訪談】CY_Ng(馬來西亞):Sea的未來可達萬億市值!
PuaTongSeng
2021-09-14
Revenue getting higher and higher after acquired Astleflash. Expected Net profit will record high again
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PuaTongSeng
2021-08-25
Good
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PuaTongSeng
2021-08-23
Good
商务部:二手车市场今后将是一个很大的市场
PuaTongSeng
2021-08-20
True
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PuaTongSeng
2021-08-12
$CONCORD NE(00182)$
gogogo
PuaTongSeng
2021-08-12
It will bounce back soon
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PuaTongSeng
2021-08-01
@TAMSOHTING
Good
@阳光财经: 美股分析:亞馬遜猛跌,大盤似乎累積了不少風險。我今天加倉一隻股。
PuaTongSeng
2021-07-27
Good article
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PuaTongSeng
2021-07-25
$Universal Scientific Industrial (Shanghai) Co.,Ltd.(601231)$
undervalued
PuaTongSeng
2021-07-25
good stock
PuaTongSeng
2021-07-22
Good
@格隆汇:解碼福壽園持續增長之道:好商業模式+好企業文化
PuaTongSeng
2021-07-10
Well done. Sooner more and more China tech companies back to Shanghai , Senzhen, Hong Kong listing their companies
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PuaTongSeng
2021-06-22
Great
BRIEF-Concord New Energy Says May Power Generation Output Attributable 447.32 Gwh
PuaTongSeng
2021-06-17
Great
SenseTime confirmed to list in Hong Kong
Go to Tiger App to see more news
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href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"1\"></v-v>","text":"$阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970896686","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947318939,"gmtCreate":1682561342522,"gmtModify":1682561346687,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"<a href=\"\">[鬼脸] </a>","listText":"<a href=\"\">[鬼脸] </a>","text":"[鬼脸] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947318939","repostId":"2330531241","repostType":4,"repost":{"id":"2330531241","kind":"highlight","pubTimestamp":1682526229,"share":"https://ttm.financial/m/news/2330531241?lang=&edition=fundamental","pubTime":"2023-04-27 00:23","market":"us","language":"zh","title":"中国领跑!去年全球电动车销量飙升55% 突破千万辆大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2330531241","media":"华尔街见闻","summary":"据国际能源署的数据,去年,包括纯电动车和插电式混合动力汽车销售创下历史最高纪录,一共超过1000万辆,同比增长55%,其中中国销量约占60%。","content":"<html><head></head><body><blockquote>据国际能源署的数据,去年,包括纯电动车和插电式混合动力汽车销售创下历史最高纪录,一共超过1000万辆,同比增长55%,其中中国销量约占60%。</blockquote><p>4月26日周三,国际能源署(IEA)公布2023年全球电动汽车展望,并公布去年的电动车销售情况。</p><p>IEA称,去年,包括纯电动车和插电式混合动力汽车销售创下历史最高纪录,一共超过1000万辆,同比增长55%,其中中国销量约占60%,IEA将中国称为电动汽车销售的“领跑者”。</p><p>2022年,全球上路的电动车超过2600万辆,比2021年增长了60%。</p><p>IEA说:</p><blockquote>全球去年一整年超过1000万辆的电动车销售量,已经超过了同期欧盟约950万辆的汽车销售量,接近中国汽车销量的一半。</blockquote><p>展望未来,IEA认为,今年全球电动车销量将达到接近1400万辆:</p><blockquote>这种爆炸性增长意味着电动汽车在整个汽车市场中的份额已从2020年的4%左右上升到2022年的14%,并且根据IEA的最新预测,今年将进一步增加到18%。</blockquote><p>而在全球第二大电动车市场欧洲,去年电动车的销售量增长了15%以上,这意味着每五辆新汽车中就有超过一辆是电动汽车。而在美国,去年电动车的销售量增长了55%。</p><p>IEA执行董事Fatih Birol表示:</p><blockquote>电动汽车是正在迅速兴起的新的全球新能源经济的驱动力之一,它们正在为全球汽车制造业带来历史性变革。 电动车的这一趋势对全球石油需求具有重大影响,一个多世纪以来,内燃机汽车一直无与伦比,但电动汽车正在改变现状。到2030年,电动车的高速增长将减少全球每天至少500万桶石油的需求。电动个人汽车只是第一波浪潮:电动巴士和卡车将很快跟进。</blockquote><p>尽管中国、欧洲和美国在电动汽车方面举足轻重,但IEA指出,世界其他地区也显示出“有希望的迹象”。IEA说:</p><blockquote>主要市场以外的电动汽车销量普遍较低,但2022年是印度、泰国和印度尼西亚电动车销售的增长大年。这些国家的电动车销售量在2022年同比增长了两倍多,达到8万辆。</blockquote><p>IEA的报告称,印度电动汽车和零部件制造业正在“加速发展”。这得到了印度政府的支持,和高达83亿美元的投资。</p><p>过去几年,许多大型经济体都制定了增加道路上电动汽车数量的计划。</p><p>例如,英国希望到2030年停止销售新的柴油和汽油汽车和货车,并将要求从2035年起,所有新车和货车的尾气排放为零。自2035年起,加拿大将禁止销售燃油乘用车和轻型卡车,旨在2050年实现全国境内净零排放。在美国,加州将在2035年之前禁止销售新的汽油动力汽车。</p><p>尽管人们对低排放和零排放汽车的潜力感到兴奋,但从燃油车向电动车的转变并不总是一帆风顺。当前依然有人担心电动车的安全问题,以及电动车所需要的充电设施是否充足的问题。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#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中国领跑!去年全球电动车销量飙升55% 突破千万辆大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-27 00:23 北京时间 <a href=https://wallstreetcn.com/articles/3687545><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据国际能源署的数据,去年,包括纯电动车和插电式混合动力汽车销售创下历史最高纪录,一共超过1000万辆,同比增长55%,其中中国销量约占60%。4月26日周三,国际能源署(IEA)公布2023年全球电动汽车展望,并公布去年的电动车销售情况。IEA称,去年,包括纯电动车和插电式混合动力汽车销售创下历史最高纪录,一共超过1000万辆,同比增长55%,其中中国销量约占60%,IEA将中国称为电动汽车销售的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687545\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/595439f548dba459e21881f9765bee09","relate_stocks":{"BK4129":"建筑与工程","IEA":"Infrastructure and Energy Alternatives, Inc."},"source_url":"https://wallstreetcn.com/articles/3687545","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330531241","content_text":"据国际能源署的数据,去年,包括纯电动车和插电式混合动力汽车销售创下历史最高纪录,一共超过1000万辆,同比增长55%,其中中国销量约占60%。4月26日周三,国际能源署(IEA)公布2023年全球电动汽车展望,并公布去年的电动车销售情况。IEA称,去年,包括纯电动车和插电式混合动力汽车销售创下历史最高纪录,一共超过1000万辆,同比增长55%,其中中国销量约占60%,IEA将中国称为电动汽车销售的“领跑者”。2022年,全球上路的电动车超过2600万辆,比2021年增长了60%。IEA说:全球去年一整年超过1000万辆的电动车销售量,已经超过了同期欧盟约950万辆的汽车销售量,接近中国汽车销量的一半。展望未来,IEA认为,今年全球电动车销量将达到接近1400万辆:这种爆炸性增长意味着电动汽车在整个汽车市场中的份额已从2020年的4%左右上升到2022年的14%,并且根据IEA的最新预测,今年将进一步增加到18%。而在全球第二大电动车市场欧洲,去年电动车的销售量增长了15%以上,这意味着每五辆新汽车中就有超过一辆是电动汽车。而在美国,去年电动车的销售量增长了55%。IEA执行董事Fatih Birol表示:电动汽车是正在迅速兴起的新的全球新能源经济的驱动力之一,它们正在为全球汽车制造业带来历史性变革。 电动车的这一趋势对全球石油需求具有重大影响,一个多世纪以来,内燃机汽车一直无与伦比,但电动汽车正在改变现状。到2030年,电动车的高速增长将减少全球每天至少500万桶石油的需求。电动个人汽车只是第一波浪潮:电动巴士和卡车将很快跟进。尽管中国、欧洲和美国在电动汽车方面举足轻重,但IEA指出,世界其他地区也显示出“有希望的迹象”。IEA说:主要市场以外的电动汽车销量普遍较低,但2022年是印度、泰国和印度尼西亚电动车销售的增长大年。这些国家的电动车销售量在2022年同比增长了两倍多,达到8万辆。IEA的报告称,印度电动汽车和零部件制造业正在“加速发展”。这得到了印度政府的支持,和高达83亿美元的投资。过去几年,许多大型经济体都制定了增加道路上电动汽车数量的计划。例如,英国希望到2030年停止销售新的柴油和汽油汽车和货车,并将要求从2035年起,所有新车和货车的尾气排放为零。自2035年起,加拿大将禁止销售燃油乘用车和轻型卡车,旨在2050年实现全国境内净零排放。在美国,加州将在2035年之前禁止销售新的汽油动力汽车。尽管人们对低排放和零排放汽车的潜力感到兴奋,但从燃油车向电动车的转变并不总是一帆风顺。当前依然有人担心电动车的安全问题,以及电动车所需要的充电设施是否充足的问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951197844,"gmtCreate":1673415136888,"gmtModify":1676538833156,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"@tamsohting","listText":"@tamsohting","text":"@tamsohting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951197844","repostId":"1121881220","repostType":2,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950791338,"gmtCreate":1672830468024,"gmtModify":1676538743833,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950791338","repostId":"2300749442","repostType":2,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950146633,"gmtCreate":1672707187822,"gmtModify":1676538722449,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/600298\">$安琪酵母(600298)$ </a>[财迷] ","listText":"<a href=\"https://ttm.financial/S/600298\">$安琪酵母(600298)$ </a>[财迷] ","text":"$安琪酵母(600298)$ [财迷]","images":[{"img":"https://community-static.tradeup.com/news/241190d97df9bea2b60441f440ea38c2","width":"1080","height":"1907"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950146633","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860003887,"gmtCreate":1632103865249,"gmtModify":1676530701333,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"@CY_Ng , I already followed you, can you please follow me as well? I am Malaysian too. Tks","listText":"@CY_Ng , I already followed you, can you please follow me as well? I am Malaysian too. Tks","text":"@CY_Ng , I already followed you, can you please follow me as well? I am Malaysian too. Tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860003887","repostId":"882584890","repostType":1,"repost":{"id":882584890,"gmtCreate":1631707924507,"gmtModify":1676530613949,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37002306153600","authorIdStr":"37002306153600"},"themes":[],"title":"【虎友訪談】CY_Ng(馬來西亞):Sea的未來可達萬億市值!","htmlText":"來自馬來西亞的<a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 是一位堅定的價值投資者,對於公司基本面研究他很有一套。美股、澳股,房產均在他的投資範圍內。Sea是他的研究首選,與此同時他還看好美股科技股、網絡安全股,以及高增長的中國和印度市場。原因是什麼呢?一起去了解下吧→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 37歲,來自馬來西亞,職業是銷售經理。會計專業畢業,擅長數據分析,喜歡投資。愛好是打電動遊戲機。 T:歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢? 去年八月,朋友上了一堂價值投資課程,覺得不錯便介紹給了我。當時在馬來西亞買美股,如果用本地券商平臺非常昂貴,一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵,費用很低,有時參加活動還有免傭卡。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 一開始只是下載試試,哪知道開戶是那麼容易,一天搞定! app也非常好用,很多資訊。 T: 您的投資理財觀是如何建立起來的?聊聊投資背景吧~ 從小媽媽就教了我理財的重要性,所以我本人都是很節省,只花該花的錢,把存下來的錢拿去投資。目的就是要達到財富自由,提早退休,做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資,當時母親做生意,買了股票沒時間看,就叫我天天看報紙盯着那幾只她買的股票,就這樣直到我中學畢業,夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課,亂聽消息買股票,其實都是虧錢的。大概在2014年,我就完全停止買股票了,因爲真的虧了許多錢","listText":"來自馬來西亞的<a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 是一位堅定的價值投資者,對於公司基本面研究他很有一套。美股、澳股,房產均在他的投資範圍內。Sea是他的研究首選,與此同時他還看好美股科技股、網絡安全股,以及高增長的中國和印度市場。原因是什麼呢?一起去了解下吧→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 37歲,來自馬來西亞,職業是銷售經理。會計專業畢業,擅長數據分析,喜歡投資。愛好是打電動遊戲機。 T:歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢? 去年八月,朋友上了一堂價值投資課程,覺得不錯便介紹給了我。當時在馬來西亞買美股,如果用本地券商平臺非常昂貴,一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵,費用很低,有時參加活動還有免傭卡。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 一開始只是下載試試,哪知道開戶是那麼容易,一天搞定! app也非常好用,很多資訊。 T: 您的投資理財觀是如何建立起來的?聊聊投資背景吧~ 從小媽媽就教了我理財的重要性,所以我本人都是很節省,只花該花的錢,把存下來的錢拿去投資。目的就是要達到財富自由,提早退休,做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資,當時母親做生意,買了股票沒時間看,就叫我天天看報紙盯着那幾只她買的股票,就這樣直到我中學畢業,夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課,亂聽消息買股票,其實都是虧錢的。大概在2014年,我就完全停止買股票了,因爲真的虧了許多錢","text":"來自馬來西亞的@CY_Ng 是一位堅定的價值投資者,對於公司基本面研究他很有一套。美股、澳股,房產均在他的投資範圍內。Sea是他的研究首選,與此同時他還看好美股科技股、網絡安全股,以及高增長的中國和印度市場。原因是什麼呢?一起去了解下吧→→→ @CY_Ng 37歲,來自馬來西亞,職業是銷售經理。會計專業畢業,擅長數據分析,喜歡投資。愛好是打電動遊戲機。 T:歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢? 去年八月,朋友上了一堂價值投資課程,覺得不錯便介紹給了我。當時在馬來西亞買美股,如果用本地券商平臺非常昂貴,一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵,費用很低,有時參加活動還有免傭卡。$老虎證券(TIGR)$ 一開始只是下載試試,哪知道開戶是那麼容易,一天搞定! app也非常好用,很多資訊。 T: 您的投資理財觀是如何建立起來的?聊聊投資背景吧~ 從小媽媽就教了我理財的重要性,所以我本人都是很節省,只花該花的錢,把存下來的錢拿去投資。目的就是要達到財富自由,提早退休,做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資,當時母親做生意,買了股票沒時間看,就叫我天天看報紙盯着那幾只她買的股票,就這樣直到我中學畢業,夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課,亂聽消息買股票,其實都是虧錢的。大概在2014年,我就完全停止買股票了,因爲真的虧了許多錢","images":[{"img":"https://static.tigerbbs.com/ccf80d701aa1f2da2cdd0ffaad03fbae","width":"492","height":"323"},{"img":"https://static.tigerbbs.com/088377b85e8211ef9356e9aef0000efa","width":"1004","height":"584"},{"img":"https://static.tigerbbs.com/067f0738eca76675ff9f1553dab564a1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882584890","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886266727,"gmtCreate":1631596200669,"gmtModify":1676530585607,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"Revenue getting higher and higher after acquired Astleflash. Expected Net profit will record high again","listText":"Revenue getting higher and higher after acquired Astleflash. Expected Net profit will record high again","text":"Revenue getting higher and higher after acquired Astleflash. 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10:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月23日,国新办就积极贡献商务力量、奋力助推全面小康有关情况举行发布会 ,会上,商务部部长王文涛答记者问时表示,传统消费这一块还有很大潜力,家电家具还有汽车、餐饮也算消费的“四大金刚”,占社零总额的1/4左右。</p>\n<p>王文涛指出,“比如,推动汽车由购买管理向使用管理转变,特别是扩大二手车流通,这段时间我在专门研究二手车,促进消费的梯次消费、循环消费。汽车保有量到一定程度以后,二手车的市场就开始放量,这也是国际上汽车消费的一个规律问题,二手市场也是今后一个很大的市场。”</p>\n<p>此外,商务部还鼓励有条件的地区家电家具循环利用、以旧换新,支持餐饮业创新经营模式,提升服务质量,使餐饮消费进一步扩大。还有老字号的传承创新、品牌消费,特别是现在我们注意到新业态新模式,其中包括年轻人很关注的“国潮消费”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196462476","content_text":"8月23日,国新办就积极贡献商务力量、奋力助推全面小康有关情况举行发布会 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21.0%。增長,從來都是企業發展的永恆命題。透視福壽園2020財報,對其核心能力的拆解,不僅是解碼福壽園過去持續增長的祕密,也是洞悉福壽園未來增長的鑰匙。01、好商業模式:源源不斷創造現金流福壽園是全國性殯葬領先企業,聚焦殯葬服務,形成了墓園銷售、殯儀服務、設計服務、殯葬設備四大業務板塊。其中墓園銷售爲公司核心業務,2020年佔比達到83.4%。而墓地服務是一項十分穩健的業務。從需求端看,國內城市化進程加速城市人口增加,疊加人口老齡化,共同推動墓地需求持續增長,尤其是上海等核心城市區域墓地需求持續增長。從供給端看,國內殯儀、火化、墓地等殯葬業務均處於政府審批管控中,較高的進入門檻保障了行業經營業績,具有明顯的護城河。從實際經驗看,在剛性需求支撐下,殯葬消費價格持續提升,推動行業規模增長,而且不具有周期性。就福壽園來說,2020年,其經營性墓穴銷售服務收益較上年度增加人民幣約20.0百萬元或1.4%,其中銷售數量減少456座或約3.","listText":"3月26日,福壽園(01448.HK)發佈2020年財報,報告期內,公司實現收入18.93億元,同比增2.3%;歸屬股東淨利潤6.20億元,同比增7.2%;末期股息每股港幣5.53仙,2020年全年合共派息每股8.81港仙。2020年,面對新冠肺炎疫情與經濟下行壓力加大帶來的多重挑戰,福壽園依然交出了一份理想的成績單。尤其是下半年公司營收同比增長23.6%,淨利潤同比增長27.3%,歸母淨利潤同比增長32.3%,充分地展現了福壽園的反脆弱性和韌性。實際上,2020年業績只是福壽園長期穩健的業績表現的一個縮影。回顧過去十年公司的業績表現,在業務區域擴張、墓地提價推動下,福壽園的營收和淨利持續增長,劃出了一條穩健成長的曲線。數據顯示,在沒有疫情這樣黑天鵝事件發生的背景下,2010年-2019年福壽園營收實現年複合增速20.3%、淨利潤實現年複合增速 21.0%。增長,從來都是企業發展的永恆命題。透視福壽園2020財報,對其核心能力的拆解,不僅是解碼福壽園過去持續增長的祕密,也是洞悉福壽園未來增長的鑰匙。01、好商業模式:源源不斷創造現金流福壽園是全國性殯葬領先企業,聚焦殯葬服務,形成了墓園銷售、殯儀服務、設計服務、殯葬設備四大業務板塊。其中墓園銷售爲公司核心業務,2020年佔比達到83.4%。而墓地服務是一項十分穩健的業務。從需求端看,國內城市化進程加速城市人口增加,疊加人口老齡化,共同推動墓地需求持續增長,尤其是上海等核心城市區域墓地需求持續增長。從供給端看,國內殯儀、火化、墓地等殯葬業務均處於政府審批管控中,較高的進入門檻保障了行業經營業績,具有明顯的護城河。從實際經驗看,在剛性需求支撐下,殯葬消費價格持續提升,推動行業規模增長,而且不具有周期性。就福壽園來說,2020年,其經營性墓穴銷售服務收益較上年度增加人民幣約20.0百萬元或1.4%,其中銷售數量減少456座或約3.","text":"3月26日,福壽園(01448.HK)發佈2020年財報,報告期內,公司實現收入18.93億元,同比增2.3%;歸屬股東淨利潤6.20億元,同比增7.2%;末期股息每股港幣5.53仙,2020年全年合共派息每股8.81港仙。2020年,面對新冠肺炎疫情與經濟下行壓力加大帶來的多重挑戰,福壽園依然交出了一份理想的成績單。尤其是下半年公司營收同比增長23.6%,淨利潤同比增長27.3%,歸母淨利潤同比增長32.3%,充分地展現了福壽園的反脆弱性和韌性。實際上,2020年業績只是福壽園長期穩健的業績表現的一個縮影。回顧過去十年公司的業績表現,在業務區域擴張、墓地提價推動下,福壽園的營收和淨利持續增長,劃出了一條穩健成長的曲線。數據顯示,在沒有疫情這樣黑天鵝事件發生的背景下,2010年-2019年福壽園營收實現年複合增速20.3%、淨利潤實現年複合增速 21.0%。增長,從來都是企業發展的永恆命題。透視福壽園2020財報,對其核心能力的拆解,不僅是解碼福壽園過去持續增長的祕密,也是洞悉福壽園未來增長的鑰匙。01、好商業模式:源源不斷創造現金流福壽園是全國性殯葬領先企業,聚焦殯葬服務,形成了墓園銷售、殯儀服務、設計服務、殯葬設備四大業務板塊。其中墓園銷售爲公司核心業務,2020年佔比達到83.4%。而墓地服務是一項十分穩健的業務。從需求端看,國內城市化進程加速城市人口增加,疊加人口老齡化,共同推動墓地需求持續增長,尤其是上海等核心城市區域墓地需求持續增長。從供給端看,國內殯儀、火化、墓地等殯葬業務均處於政府審批管控中,較高的進入門檻保障了行業經營業績,具有明顯的護城河。從實際經驗看,在剛性需求支撐下,殯葬消費價格持續提升,推動行業規模增長,而且不具有周期性。就福壽園來說,2020年,其經營性墓穴銷售服務收益較上年度增加人民幣約20.0百萬元或1.4%,其中銷售數量減少456座或約3.","images":[{"img":"https://static.tigerbbs.com/1a986c8c0813255f32645d2cdbe428e1","width":"551","height":"173"},{"img":"https://static.tigerbbs.com/039f57e4aafcb5683a866eba372bc366","width":"537","height":"282"},{"img":"https://static.tigerbbs.com/05de56d93da2d9beafa82b58bb3dd545","width":"556","height":"218"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352795905","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148996919,"gmtCreate":1625910759631,"gmtModify":1703750827379,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"Well done. Sooner more and more China tech companies back to Shanghai , Senzhen, Hong Kong listing their companies","listText":"Well done. Sooner more and more China tech companies back to Shanghai , Senzhen, Hong Kong listing their companies","text":"Well done. Sooner more and more China tech companies back to Shanghai , Senzhen, Hong Kong listing their companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148996919","repostId":"2150306047","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120584813,"gmtCreate":1624328002332,"gmtModify":1703833605101,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120584813","repostId":"2140099594","repostType":2,"repost":{"id":"2140099594","kind":"highlight","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":1622814147,"share":"https://ttm.financial/m/news/2140099594?lang=&edition=fundamental","pubTime":"2021-06-04 21:42","market":"sh","language":"en","title":"BRIEF-Concord New Energy Says May Power Generation Output Attributable 447.32 Gwh","url":"https://stock-news.laohu8.com/highlight/detail?id=2140099594","media":"Reuters","summary":"June 4 (Reuters) - Concord New Energy Group Ltd : * MAY POWER GENERATION OUTPUT ATTRIBUTABLE 447","content":"<html><body><p>June 4 (Reuters) - Concord New Energy Group Ltd :</p><p> * MAY POWER GENERATION OUTPUT ATTRIBUTABLE 447.32 GWH VERSUS 444.58 GWH</p><p>Source text for Eikon: Further company coverage: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Concord New Energy Says May Power Generation Output Attributable 447.32 Gwh</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\">\nBRIEF-Concord New Energy Says May Power Generation Output Attributable 447.32 Gwh\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\">2021-06-04 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>June 4 (Reuters) - Concord New Energy Group Ltd :</p><p> * MAY POWER GENERATION OUTPUT ATTRIBUTABLE 447.32 GWH VERSUS 444.58 GWH</p><p>Source text for Eikon: Further company coverage: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PW":"Power REIT","00182":"协合新能源","NGD":"New Gold"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140099594","content_text":"June 4 (Reuters) - Concord New Energy Group Ltd : * MAY POWER GENERATION OUTPUT ATTRIBUTABLE 447.32 GWH VERSUS 444.58 GWHSource text for Eikon: Further company coverage: ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161876075,"gmtCreate":1623920021297,"gmtModify":1703823517448,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586656280148992","authorIdStr":"3586656280148992"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161876075","repostId":"1183583910","repostType":4,"repost":{"id":"1183583910","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623919017,"share":"https://ttm.financial/m/news/1183583910?lang=&edition=fundamental","pubTime":"2021-06-17 16:36","market":"hk","language":"en","title":"SenseTime confirmed to list in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1183583910","media":"Tiger Newspress","summary":"It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to ","content":"<p><img src=\"https://static.tigerbbs.com/d21446f1b70ff8c8a905dcdd49797b62\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\">It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to the Hong Kong Stock Exchange as soon as August.</p><p>The Chinese biometric unicorn was previously rumored to be considering an initial public offering on the Shanghai STAR market, expecting to raise $1.5 billion at a $10 billion valuation.</p><p>The publication says SenseTime executives discussed a potential Hong Kong listing internally and with third parties. A source suggested the company is open to a listing in both Hong Kong and Shanghai, though not necessarily at the same time.</p><p>Chinese media reports earlier this year included a $12 billion valuation for SenseTime in its latest financing round.</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>SenseTime confirmed to list in Hong Kong</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\">\nSenseTime confirmed to list in Hong Kong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-17 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/d21446f1b70ff8c8a905dcdd49797b62\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\">It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to the Hong Kong Stock Exchange as soon as August.</p><p>The Chinese biometric unicorn was previously rumored to be considering an initial public offering on the Shanghai STAR market, expecting to raise $1.5 billion at a $10 billion valuation.</p><p>The publication says SenseTime executives discussed a potential Hong Kong listing internally and with third parties. A source suggested the company is open to a listing in both Hong Kong and Shanghai, though not necessarily at the same time.</p><p>Chinese media reports earlier this year included a $12 billion valuation for SenseTime in its latest financing round.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183583910","content_text":"It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to the Hong Kong Stock Exchange as soon as August.The Chinese biometric unicorn was previously rumored to be considering an initial public offering on the Shanghai STAR market, expecting to raise $1.5 billion at a $10 billion valuation.The publication says SenseTime executives discussed a potential Hong Kong listing internally and with third parties. A source suggested the company is open to a listing in both Hong Kong and Shanghai, though not necessarily at the same time.Chinese media reports earlier this year included a $12 billion valuation for SenseTime in its latest financing round.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":148996919,"gmtCreate":1625910759631,"gmtModify":1703750827379,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"Well done. Sooner more and more China tech companies back to Shanghai , Senzhen, Hong Kong listing their companies","listText":"Well done. Sooner more and more China tech companies back to Shanghai , Senzhen, Hong Kong listing their companies","text":"Well done. Sooner more and more China tech companies back to Shanghai , Senzhen, Hong Kong listing their companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148996919","repostId":"2150306047","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837183123,"gmtCreate":1629864270262,"gmtModify":1676530156015,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837183123","repostId":"1191753076","repostType":4,"repost":{"id":"1191753076","kind":"news","pubTimestamp":1629798909,"share":"https://ttm.financial/m/news/1191753076?lang=&edition=fundamental","pubTime":"2021-08-24 17:55","market":"us","language":"zh","title":"全球瞩目!重磅会议来了,鲍威尔要“憋大招”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191753076","media":"华尔街见闻","summary":"一年一度的杰克逊霍尔全球央行年会将于8月26日至28日举行,本次会议的主题为“不平衡经济中的宏观经济政策”,届时美联储主席鲍威尔将发表讲话。\n而就在这一重磅会议召开前,“全球资产定价之锚”——美国国债","content":"<p>一年一度的杰克逊霍尔全球央行年会将于8月26日至28日举行,本次会议的主题为“不平衡经济中的宏观经济政策”,届时美联储主席鲍威尔将发表讲话。</p>\n<p>而就在这一重磅会议召开前,<b>“全球资产定价之锚”——美国国债的交易环境已经恶化</b>,一些市场指标显示,流动性最近下降。</p>\n<p>这就意味着,一有风吹草动,美债价格就会大起大落。<b>鲍威尔本周讲话期间,市场波动将更大。</b></p>\n<p>同时,正值市场对美联储将如何开启Taper关注最为密切的时候,<b>鲍威尔发言的每一句话更将被反复琢磨,牵动市场神经。</b></p>\n<p><img src=\"https://static.tigerbbs.com/b177a1aec294dab88e77c3a844e11272\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>01</b></p>\n<p><b>杰克逊霍尔央行年会为何重要?</b></p>\n<p>杰克逊霍尔小镇位于美国怀俄明州,是一个很有名气的牛仔度假小镇。</p>\n<p>杰克逊霍尔全球央行年会起源于1982年,时任美联储主席的沃尔克出席了当年在杰克逊霍尔举办的经济政策研讨会,并在会上发言称,要稳定物价降低通胀率,之后再采取措施恢复经济增长,降低失业率。</p>\n<p>会议结束后,沃尔克果真出手提高利率,抑制通胀。</p>\n<p>在之后将近30年的时间里,<b>历任美联储主席如格林斯潘、伯南克、耶伦和鲍威尔都多次参加杰克逊霍尔全球央行年会,并通过该会议向外界传达接下来的政策意图。</b></p>\n<p>比如,2010年和2012年,时任美联储主席伯南克分别在两次年会上释放量化宽松信号。会议之后,美联储如期推出了第二轮和第三轮量宽政策。</p>\n<p>可以说,<b>杰克逊霍尔全球央行年会成为了全球央行政策的风向标,素有政策拐点“晴雨表”之称</b>,对市场有重大影响。</p>\n<p><b>02</b></p>\n<p><b>鲍威尔会讲些什么?这是高盛的预测</b></p>\n<p>全球金融市场正在摒息以待,静候美联储主席鲍威尔会上的讲话将释放怎样的联储Taper信号。</p>\n<p>高盛分析师David Mericle在周一发布的一份报告中表示,<b>预计鲍威尔将讲话中承认6月和7月强劲的就业增长,以及Delta变种病毒带来的下行风险。</b></p>\n<p>高盛认为,通过承认劳动市场自7月FOMC会议以来已经取得进展,能够有助于保持市场对于<b>9月份美联储可能发出Taper预警,并于11月正式宣布缩减购债规模的预期。</b></p>\n<p>不过高盛认为,鲍威尔将谨慎地避免市场锁定对Taper时间的预期,以为将来可能出现的变化留下余地。</p>\n<p>美联储7月FOMC会议纪要对变种病毒带来的经济风险给出了令人意外的乐观看法,<b>高盛预计鲍威尔本周的定调将大不相同。</b></p>\n<p>对于本次年会还有哪些看点,高盛认为,会议相关论文将着重讨论经济和劳动力市场复苏不平衡对政策的影响:</p>\n<p>虽然商品生产和住房建设都已完全恢复,而且只是受到供应方面问题的制约,而不是需求不足,但一些高社交性或与办公区域邻近的服务业部门仍然低迷,而病毒的复燃进一步推迟了它们的全面恢复。</p>\n<p>到目前为止,劳动力市场的进展也因行业和人口群体的不同而有所不同,政策制定者可能会根据美联储对其最大就业目标的新诠释,讨论这对货币政策意味着什么。</p>\n<p><b>03</b></p>\n<p><b>高盛预期中的Taper时间表</b></p>\n<p>基于对美联储会议纪要以及近期官员讲话的分析,<b>高盛认为美联储的计划是在11月正式宣布开始缩减购债规模。</b></p>\n<p>如果届时一切进展顺利,高盛预计,美联储将以每个月分别100亿美元和50亿美元的节奏,减少对美国国债和MBS的购买。</p>\n<p>具体来看,<b>高盛预计,美联储11月正式宣布的可能性为45%,12月正式宣布的可能性为35%,推迟到2022年的可能性为20%。</b></p>\n<p>高盛认为,在11月正式开始Taper之前,美联储将会提前通知,在未来某次FOMC声明中给出明确的“预警”,美联储将在9月的声明中发出Taper警告的可能性最大。</p>\n<p>不过高盛也指出,随着Delta变种病毒带来经济下行风险,美联储正式宣布Taper的时点也很有可能被推迟到11月份之后。</p>\n<p>在过去两个月里,美国的新冠肺炎病例增加了10倍以上,高盛最近将美国第三季度的增长预测从9%下调至5.5%,以反映Delta变种病毒对消费者需求和工厂生产的冲击。该行预计,8月份消费者支出总额将下降,至少部分经济数据将在9月份FOMC会议前表现平平。</p>\n<p>高盛表示:我们预计最佳的情况是,病例将在9月上半月开始下降,如果疫情形势在9月22日的FOMC会议前朝着正确的方向发展,FOMC可能会对糟糕的数据视而不见。但即便如此,在9月份的会议上预警削减宽松货币政策,会显得有些尴尬。</p>\n<p><b>04</b></p>\n<p><b>流动性恶化,鲍威尔讲话威胁更大了?</b></p>\n<p>杰克逊霍尔年会召开前夕,“全球资产定价之锚”——美国国债的交易环境已经恶化。</p>\n<p>因为价格起伏,加之美联储政策的不确定性,投资者对大举押注望而却步,在22万亿美元规模的美国国债市场,一些市场指标显示,流动性最近下降。</p>\n<p><b>流动性减少就意味着,一有风吹草动,美债价格就会大起大落。鲍威尔本周讲话期间,市场波动将更大。</b></p>\n<p>通常美债市场交易活跃,交易者有意购买和出售的价差一般会收窄。而在本月初,基准10年期美国国债和30年期美债的买卖报价差都曾创五个半月新高,此后价差略有回落,但仍处高位,上周价差再度扩大。</p>\n<p>摩根士丹利的美股利率策略主管Guneet Dhingra认为,买卖价差扩大有两个原因,一是在夏季休假的8月,成交量一般减少,二是<b>利率市场投资者现在有些困惑,很多客户并不是特别了解利率市场现有的波动,这导致他们的避险情绪增加,持有通常少见的谨慎态度。</b></p>\n<p>在上周,高盛的5年和10年期美债流动性指标跌穿21日均值水平。摩根大通的市场深度指标最近创3月以来新低。</p>\n<p>市场深度体现了市场在出现大额交易时证券价格不会有大幅波动的能力。因此,<b>摩根大通分析师上周指出,单笔交易对美债的价格影响变得更大了。</b></p>\n<p>不过,花旗预计,本周鲍威尔语出惊人的可能性不大,9月美联储货币政策委员会FOMC会议才是关键。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球瞩目!重磅会议来了,鲍威尔要“憋大招”?</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全球瞩目!重磅会议来了,鲍威尔要“憋大招”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 17:55 北京时间 <a href=https://mp.weixin.qq.com/s/Nx-DBzgAaGLDa40RUajX8w><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一年一度的杰克逊霍尔全球央行年会将于8月26日至28日举行,本次会议的主题为“不平衡经济中的宏观经济政策”,届时美联储主席鲍威尔将发表讲话。\n而就在这一重磅会议召开前,“全球资产定价之锚”——美国国债的交易环境已经恶化,一些市场指标显示,流动性最近下降。\n这就意味着,一有风吹草动,美债价格就会大起大落。鲍威尔本周讲话期间,市场波动将更大。\n同时,正值市场对美联储将如何开启Taper关注最为密切的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Nx-DBzgAaGLDa40RUajX8w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/Nx-DBzgAaGLDa40RUajX8w","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1191753076","content_text":"一年一度的杰克逊霍尔全球央行年会将于8月26日至28日举行,本次会议的主题为“不平衡经济中的宏观经济政策”,届时美联储主席鲍威尔将发表讲话。\n而就在这一重磅会议召开前,“全球资产定价之锚”——美国国债的交易环境已经恶化,一些市场指标显示,流动性最近下降。\n这就意味着,一有风吹草动,美债价格就会大起大落。鲍威尔本周讲话期间,市场波动将更大。\n同时,正值市场对美联储将如何开启Taper关注最为密切的时候,鲍威尔发言的每一句话更将被反复琢磨,牵动市场神经。\n\n01\n杰克逊霍尔央行年会为何重要?\n杰克逊霍尔小镇位于美国怀俄明州,是一个很有名气的牛仔度假小镇。\n杰克逊霍尔全球央行年会起源于1982年,时任美联储主席的沃尔克出席了当年在杰克逊霍尔举办的经济政策研讨会,并在会上发言称,要稳定物价降低通胀率,之后再采取措施恢复经济增长,降低失业率。\n会议结束后,沃尔克果真出手提高利率,抑制通胀。\n在之后将近30年的时间里,历任美联储主席如格林斯潘、伯南克、耶伦和鲍威尔都多次参加杰克逊霍尔全球央行年会,并通过该会议向外界传达接下来的政策意图。\n比如,2010年和2012年,时任美联储主席伯南克分别在两次年会上释放量化宽松信号。会议之后,美联储如期推出了第二轮和第三轮量宽政策。\n可以说,杰克逊霍尔全球央行年会成为了全球央行政策的风向标,素有政策拐点“晴雨表”之称,对市场有重大影响。\n02\n鲍威尔会讲些什么?这是高盛的预测\n全球金融市场正在摒息以待,静候美联储主席鲍威尔会上的讲话将释放怎样的联储Taper信号。\n高盛分析师David Mericle在周一发布的一份报告中表示,预计鲍威尔将讲话中承认6月和7月强劲的就业增长,以及Delta变种病毒带来的下行风险。\n高盛认为,通过承认劳动市场自7月FOMC会议以来已经取得进展,能够有助于保持市场对于9月份美联储可能发出Taper预警,并于11月正式宣布缩减购债规模的预期。\n不过高盛认为,鲍威尔将谨慎地避免市场锁定对Taper时间的预期,以为将来可能出现的变化留下余地。\n美联储7月FOMC会议纪要对变种病毒带来的经济风险给出了令人意外的乐观看法,高盛预计鲍威尔本周的定调将大不相同。\n对于本次年会还有哪些看点,高盛认为,会议相关论文将着重讨论经济和劳动力市场复苏不平衡对政策的影响:\n虽然商品生产和住房建设都已完全恢复,而且只是受到供应方面问题的制约,而不是需求不足,但一些高社交性或与办公区域邻近的服务业部门仍然低迷,而病毒的复燃进一步推迟了它们的全面恢复。\n到目前为止,劳动力市场的进展也因行业和人口群体的不同而有所不同,政策制定者可能会根据美联储对其最大就业目标的新诠释,讨论这对货币政策意味着什么。\n03\n高盛预期中的Taper时间表\n基于对美联储会议纪要以及近期官员讲话的分析,高盛认为美联储的计划是在11月正式宣布开始缩减购债规模。\n如果届时一切进展顺利,高盛预计,美联储将以每个月分别100亿美元和50亿美元的节奏,减少对美国国债和MBS的购买。\n具体来看,高盛预计,美联储11月正式宣布的可能性为45%,12月正式宣布的可能性为35%,推迟到2022年的可能性为20%。\n高盛认为,在11月正式开始Taper之前,美联储将会提前通知,在未来某次FOMC声明中给出明确的“预警”,美联储将在9月的声明中发出Taper警告的可能性最大。\n不过高盛也指出,随着Delta变种病毒带来经济下行风险,美联储正式宣布Taper的时点也很有可能被推迟到11月份之后。\n在过去两个月里,美国的新冠肺炎病例增加了10倍以上,高盛最近将美国第三季度的增长预测从9%下调至5.5%,以反映Delta变种病毒对消费者需求和工厂生产的冲击。该行预计,8月份消费者支出总额将下降,至少部分经济数据将在9月份FOMC会议前表现平平。\n高盛表示:我们预计最佳的情况是,病例将在9月上半月开始下降,如果疫情形势在9月22日的FOMC会议前朝着正确的方向发展,FOMC可能会对糟糕的数据视而不见。但即便如此,在9月份的会议上预警削减宽松货币政策,会显得有些尴尬。\n04\n流动性恶化,鲍威尔讲话威胁更大了?\n杰克逊霍尔年会召开前夕,“全球资产定价之锚”——美国国债的交易环境已经恶化。\n因为价格起伏,加之美联储政策的不确定性,投资者对大举押注望而却步,在22万亿美元规模的美国国债市场,一些市场指标显示,流动性最近下降。\n流动性减少就意味着,一有风吹草动,美债价格就会大起大落。鲍威尔本周讲话期间,市场波动将更大。\n通常美债市场交易活跃,交易者有意购买和出售的价差一般会收窄。而在本月初,基准10年期美国国债和30年期美债的买卖报价差都曾创五个半月新高,此后价差略有回落,但仍处高位,上周价差再度扩大。\n摩根士丹利的美股利率策略主管Guneet Dhingra认为,买卖价差扩大有两个原因,一是在夏季休假的8月,成交量一般减少,二是利率市场投资者现在有些困惑,很多客户并不是特别了解利率市场现有的波动,这导致他们的避险情绪增加,持有通常少见的谨慎态度。\n在上周,高盛的5年和10年期美债流动性指标跌穿21日均值水平。摩根大通的市场深度指标最近创3月以来新低。\n市场深度体现了市场在出现大额交易时证券价格不会有大幅波动的能力。因此,摩根大通分析师上周指出,单笔交易对美债的价格影响变得更大了。\n不过,花旗预计,本周鲍威尔语出惊人的可能性不大,9月美联储货币政策委员会FOMC会议才是关键。","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809454127,"gmtCreate":1627389550169,"gmtModify":1703488941300,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809454127","repostId":"1122652622","repostType":4,"repost":{"id":"1122652622","kind":"news","weMediaInfo":{"introduction":"直抵核心。做最具穿透力、洞察力的商业观察,深度影响未来。","home_visible":1,"media_name":"豹变","id":"1099700147","head_image":"https://static.tigerbbs.com/524ae85df6244d238314a4bd6c916bb7"},"pubTimestamp":1627384830,"share":"https://ttm.financial/m/news/1122652622?lang=&edition=fundamental","pubTime":"2021-07-27 19:20","market":"us","language":"zh","title":"中概股“受伤”,下一站香港?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122652622","media":"豹变","summary":"在监管政策的影响下,企业赴美上市难度增加,越来越多的公司在考虑回港上市。香港作为新经济的桥头堡有何作用?大环境下,未来还有哪些公司符合回港二次上市?中概股回归对港股有哪些影响?\n\n中概股正经历一场血雨","content":"<blockquote>\n 在监管政策的影响下,企业赴美上市难度增加,越来越多的公司在考虑回港上市。香港作为新经济的桥头堡有何作用?大环境下,未来还有哪些公司符合回港二次上市?中概股回归对港股有哪些影响?\n</blockquote>\n<p>中概股正经历一场血雨腥风。</p>\n<p>今年以来,286家美股中概股,整体中位数下跌17.68%。尤其是教育股的K线图,堪称雪崩。8年涨了40多倍的<a href=\"https://laohu8.com/S/TAL\">好未来</a>(学而思母公司),今年股价跌了近九成,仅7月23日一天就跌了66%。曾认为“教育是永远不需要退出的投资”的高瓴资本,在一季度毫不留情地清仓了教育股。</p>\n<p>此外,中国互联网巨头的日子也不好过,多家明星公司股价接近腰斩。</p>\n<p>中概股价格动荡,除了行业消息的扰动,也来自<b>监管风向的变化</b>。2020年瑞幸造假事件后,美国国会通过了《外国公司问责法案》,矛头直指中概股审计底稿等涉及国家安全的关键信息。</p>\n<p>7月10日,网信办发布的《网络安全审查办法(修订草案征求意见稿)》新增了国外上市审查重点,提出掌握超过100万用户个人信息的运营者国外上市,必须申报安全审查。这意味着赴美上市难度将大增。</p>\n<p><b>在市场动荡与监管政策的影响下,中概股们纷纷回港上市。</b>2020年以来,<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、B站等陆续在港二次上市。近期,一些原本计划赴美上市的公司,也有掉头转向的打算。</p>\n<p>7月16日,彭博援引消息人士称,如果企业赴港上市或将被豁免网络安全审查。消息传出后,市场认为港交所或将成为互联网公司上市首选地。</p>\n<p>在目前的大环境下,未来还有哪些公司符合回港二次上市?更多中概股回归又对香港市场有哪些影响?</p>\n<p><b>赴港上市由来已久</b></p>\n<p>内地企业赴港上市,最早可追溯到20世纪80年代。</p>\n<p>当时内地市场的公司法和证券法尚不完备,注册在内地的公司无法在海外上市。无奈之下,部分中资企业选择在香港注册成立公司,或收购壳公司,继而在港上市。</p>\n<p><b>康力投资是内地资本控股的第一家港股公司。</b>作为当时香港最大的上市电子集团公司,康力投资曾深陷财务危机濒临破产,1984年中银集团与华润集团联手组成新琼企业公司,先后向康力注资4.37亿港元,将康力投资救活。</p>\n<p>1986年9月,中信集团收购了当时陷入财务危机的上市银行——嘉华银行,使其成为中资控股的第二家上市公司。</p>\n<p><b>如果说上述操作只是内地企业“江湖救急式”的小试牛刀,那么发生在20世纪90年代以后的香港“上市潮”,才是真正的大戏开启。</b></p>\n<p>这次“上市潮”始于1992年,当时内地公司和企业纷纷主动出击,通过买“壳”上市,积极寻求到海外发展。此外,中资驻港机构也改变传统的经营体制,进行公开上市,比如1992年7月上市的海虹集团。</p>\n<p>随着中资企业或有中资背景的企业群体在香港市场中的影响力增强,部分投资者开始将它们归为一类,统称“中国概念股”,被注资拯救的康力投资算是第一个中概股。而1992年10月登陆纽交所的华晨汽车,成为了首个在美国上市的中概股。</p>\n<p><b>香港上市的这批中概股,还有另外一个更被熟知的名字——红筹股(Red Chip)。</b></p>\n<p>红筹股有狭义和广义之分。狭义的红筹股,专指在香港地区注册,由内地资金持有控股权,在港交所上市的公司。</p>\n<p>广义的红筹股,则是指所有注册地在境外、主要经营活动在境内的企业,比如近年赴美上市的公司多注册于开曼群岛,这类公司由于嫌港股流程更繁琐,或者上市条件(如盈利、规模等)不符合港股要求,往往选择赴美上市。</p>\n<p><b>市场人士创设红筹股一词,是为了便于区分以指引投资。</b>红色通常被用来形容中国,红色还可表明其属性,红筹股这一称谓一语双关,一经传出便获广泛认同,从而沿用至今。1997年,恒生指数有限公司还专门编制了恒生红筹股指数。</p>\n<p><b>相比如今的股价大跌,在“中资因素”的刺激下,90年代初的香港红筹股一度成为投资者追捧的对象。</b></p>\n<p>典型如海虹集团,招股上市时曾获得 360倍的超额认购;而内地一些大公司通过买壳途径上市,使一些原先默默无闻的壳公司一夜之间身价倍增。</p>\n<p>到了1996年,红筹股持续火爆出圈,已经成了“现象级概念股”,甚至<b>只要有中资入股的消息,公司股价就会飙升。</b></p>\n<p>为什么红筹股如此受欢迎?在当时的投资者看来,红筹股尽管大部分业务在内地,但因其公司注册在香港,透明度高,业绩良好,公司与各基金经理有着密切联系,更容易获得令投资者信任。</p>\n<p>此外,香港股市倚重金融地产股,红筹股上市推出了许多工业企业,填补了港股的空白,使港股市场结构更合理,同时也注入了新的活力。</p>\n<p>但盛极之后就是转衰,注资、股价飙升等力量推动,引发了红筹股泡沫。比如当时的明星红筹企业粤海集团和广信集团,由于抵不住1997年金融风暴的冲击,先后出现财务危机,红筹股形象一落千丈。直到1999年恒指收复失地,市场对其印象才有所改观。</p>\n<p><b>错失移动互联网红利</b></p>\n<p>“2019年是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的第20周年,在这20周年生日之际,我们迎来了一个重要的里程碑就是回家,回中国香港上市。”在2019年的上市仪式现场,阿里巴巴集团董事局主席兼首席执行官张勇曾如此感慨。</p>\n<p>时任港交所行政总裁李小加则表示,世界上伟大的公司终于在5年后回到中国香港,回到家,非常感恩阿里巴巴终于在这么多年以后回来。</p>\n<p><img src=\"https://static.tigerbbs.com/a9489baf41297896bfa3d9b5296b1d94\" tg-width=\"1080\" tg-height=\"635\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2019年11月26日,阿里在港交所上市。</b></p>\n<p>双方如此互道衷肠,是因为阿里在港上市经历了一段波折。</p>\n<p>2007年阿里巴巴的B2B业务在港交所上市,后于2012年6月份以发行价退市。2013年,阿里本打算将整体业务打包在港交所上市,但因为港交所坚持的一个制度而作罢。马云与李小加曾多次“隔空”讨论,但最终阿里巴巴转道纽交所,并于2014年9月19日上市。</p>\n<p><b>港交所坚持的制度,就是“同股同权”。</b></p>\n<p>所谓同股同权,简单理解就是拥有多少股份就有多少决策权,比如,有50%的股份,就有50%的决策权。根据《公司法》,重大决策需要多数人同意,而“多数”指的不是人数而是股份,即51%以上的决策权。对于一些特别重大的决定,甚至需要三分之二以上的决策权。</p>\n<p>在同股同权的逻辑性下,如果创始人团队想控制公司,必须在上市时持有至少51%的股份。但对于烧钱的互联网公司来说,经过多轮融资,创始人股份被不断稀释,到上市时,创始人持股比例不可能超过51%。<b>如果创始人团队还想拥有对公司的控制权,就要采取“同股不同权”的制度。</b></p>\n<p>同股不同权,顾名思义就是:同种类型的股票,可以拥有不同的投票权。</p>\n<p>以<a href=\"https://laohu8.com/S/FB\">Facebook</a>举例,股票分为A类和B类,B类股票每股有10票表决权,而A类股票每股对应1票表决权。2014年扎克伯格曾对WhatsApp发起190亿美元的惊天大并购,但这次收购只用了11天就宣告完成,正是因为扎克伯格通过28.2%的股票控制了58.9%的投票权。</p>\n<p><b>2013年与阿里擦肩而过,让港交所错过了<a href=\"https://laohu8.com/S/CHL\">中国移动</a>互联网的红利期。</b>在随后的三四年里,港交所在全球的IPO募资规模排名从第一跌倒了第四。</p>\n<p>错失阿里,一时间引发了关于变革的讨论。2014年8月,港交所推出“同股不同权”概念文件,向市场咨询意见,希望为日后吸引科技类公司来港上市做足准备。</p>\n<p>港交所上市委员会还特意强调,建议草案是经长时间深入讨论、分析并咨询证监会职员后,尽最大努力达成的成果。</p>\n<p>然而出乎市场意料的是,时隔一周,<b>香港证监会发布声明,一致反对在香港进行“同股不同权”的操作。</b>香港证监会认为,如果在香港上市的公司纷纷采用投票权不平等的股权结构,这将会损害香港资本市场的声誉。</p>\n<p>一路力挺这一议案的港交所前总裁李小加曾表示,香港证监会是最终的大老板,而上市委员会是二老板,各方讨论的关注重点从来都不只是保护投资者利益的问题,而是要保持整个香港竞争力的问题。</p>\n<p>可能是真的怕被时代抛弃,<b>2018年4月,港交所最终还是正式修改了上市规则</b>:允许同股不同权的公司上市;允许还没有盈利的生物科技公司上市;允许已经在境外上市的大中华公司,选择香港作为第二上市地。</p>\n<p>不过虽然规则开了口子,但想<b>赴港二次上市依然有门槛</b>:市值不低于400亿港元,或者市值不低于100亿港元,但年利润大于10亿港元;2017年12月15日前在合资格交易所上市。</p>\n<p>新规之下,小米、美团成为第一批成功登陆港股的“同股不同权”科技公司。而随着瑞幸事件的爆发,大洋彼岸的“中概股们”也开始考虑,是不是该回家了。</p>\n<p><b>中概股回归,是好是坏?</b></p>\n<p>2020年4月2日,<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>发布公告,承认虚假交易22亿人民币,股价暴跌80%,盘中数次暂停交易。这让中概股集体陷入前所未有的信任危机。</p>\n<p>2020年12月,<b>美国国会通过了《外国公司问责法案》,矛头直指中概股。</b>该法案要求,不符合美国审计原则的外国上市公司,须向SEC提供包括审计底稿等关键信息,然而这些信息不可避免地涉及国家主权、安全等问题。</p>\n<p>部分大型互联网公司比较警觉,从2020年开始,京东、网易、百度、B站等陆续在港二次上市。移动、联通、电信三大运营商则从纽交所摘牌,希望回A股上市。</p>\n<p>而7月10日<b>国家互联网信息办公室发布的《网络安全审查办法(修订草案征求意见稿)》,意味着企业赴美上市的难度将明显加大。</b></p>\n<p>征求意见稿中提到,掌握超过100万用户个人信息的运营者赴国外上市,必须向网络安全审查办公室申报网络安全审查。这几乎覆盖了所有具备上市潜力的互联网公司。</p>\n<p>因此,不管是已经上市的中概股,还是原本计划赴美上市的互联网公司,都有可能在未来将香港作为上市的首选地。</p>\n<p><b>从数据来看,回港上市,对企业自身以及港交所都是好事。</b></p>\n<p>对企业来说,回港后股票交投活跃度更高了。根据中金证券统计,已回归的中概股香港部分成交占比基本都要高于股份和市值占比,这表明在港股部分的投资者,交易更活跃。</p>\n<p><b>港交所则是更大的赢家。</b>2021年初至2021年3月31日,在32家IPO的公司中,22家为新经济公司,其融资规模占比已接近97%,较2020年80%进一步提升,这一数值在2015年前仅20%左右。</p>\n<p>这使得市场一度把香港推为新经济板块的桥头堡——不但承接了企业境外融资,更给投资者投资提供了一个去处。</p>\n<p>目前,<b>中概股回归港股主要有三种途径:私有化退市后赴港直接上市,港股美股双重上市,以及通过挂牌的方式二次上市。</b>这三种方法各有规则、成本等限制。</p>\n<p>“直接私有化退市”所需赎回基金规模大,如果股权结构复杂、外资股东占比高,私有化退市成本较高、耗费时间长。</p>\n<p>而“双重主要上市”需要同时满足两个市场监管要求,这无疑加大了企业的合规成本。此前《财新》曾引述接近<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>香港上市的人士的表述:“这一模式比第二上市难度更高,港交所问的问题都细得像针尖,申请资料要准备得非常详细。中国香港上市的监管相比美国严格多了。”</p>\n<p>保留美股上市地位、同时在港股“二次上市”,似乎是当下中概股回归更好的选择。不过这种方式也有限制,需要之前在合格的交易所上市,并且在至少两个完整会计年度期间保持良好的合规记录。</p>\n<p>根据《豹变》统计,<b>未来有机会以“双重主要上市”和“在港二次上市”的公司有32家,有22家公司(占比68%)满足“二次上市”的条件。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c55123f16d22f428cecc8c984d3d6770\" tg-width=\"1080\" tg-height=\"1033\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,一提起上市,很多人会想到融资、公司治理、资本运作平台等概念。但这些是上市的功能,或者说是上市的收获、上市的好处,却不是上市的本质。</p>\n<p>上市的本质是将企业未来多年的预期自由现金流折现,同时形成流动性溢价。这也是上市的魅力之根本所在。</p>\n<p><b>相比上市,更重要的是,在哪里上市。</b>一个规则上具有包容性的,同时能吞吐海量资本进出的资本市场,是所有上市企业向往的。</p>\n<p>而对于香港和内地资本市场而言,制定更好的规则,把资本蓄水池挖深,吸引更多资本进来,或是当下最重要的课题。</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 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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中概股“受伤”,下一站香港?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700147\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/524ae85df6244d238314a4bd6c916bb7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">豹变 </p>\n<p class=\"h-time\">2021-07-27 19:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 在监管政策的影响下,企业赴美上市难度增加,越来越多的公司在考虑回港上市。香港作为新经济的桥头堡有何作用?大环境下,未来还有哪些公司符合回港二次上市?中概股回归对港股有哪些影响?\n</blockquote>\n<p>中概股正经历一场血雨腥风。</p>\n<p>今年以来,286家美股中概股,整体中位数下跌17.68%。尤其是教育股的K线图,堪称雪崩。8年涨了40多倍的<a href=\"https://laohu8.com/S/TAL\">好未来</a>(学而思母公司),今年股价跌了近九成,仅7月23日一天就跌了66%。曾认为“教育是永远不需要退出的投资”的高瓴资本,在一季度毫不留情地清仓了教育股。</p>\n<p>此外,中国互联网巨头的日子也不好过,多家明星公司股价接近腰斩。</p>\n<p>中概股价格动荡,除了行业消息的扰动,也来自<b>监管风向的变化</b>。2020年瑞幸造假事件后,美国国会通过了《外国公司问责法案》,矛头直指中概股审计底稿等涉及国家安全的关键信息。</p>\n<p>7月10日,网信办发布的《网络安全审查办法(修订草案征求意见稿)》新增了国外上市审查重点,提出掌握超过100万用户个人信息的运营者国外上市,必须申报安全审查。这意味着赴美上市难度将大增。</p>\n<p><b>在市场动荡与监管政策的影响下,中概股们纷纷回港上市。</b>2020年以来,<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、B站等陆续在港二次上市。近期,一些原本计划赴美上市的公司,也有掉头转向的打算。</p>\n<p>7月16日,彭博援引消息人士称,如果企业赴港上市或将被豁免网络安全审查。消息传出后,市场认为港交所或将成为互联网公司上市首选地。</p>\n<p>在目前的大环境下,未来还有哪些公司符合回港二次上市?更多中概股回归又对香港市场有哪些影响?</p>\n<p><b>赴港上市由来已久</b></p>\n<p>内地企业赴港上市,最早可追溯到20世纪80年代。</p>\n<p>当时内地市场的公司法和证券法尚不完备,注册在内地的公司无法在海外上市。无奈之下,部分中资企业选择在香港注册成立公司,或收购壳公司,继而在港上市。</p>\n<p><b>康力投资是内地资本控股的第一家港股公司。</b>作为当时香港最大的上市电子集团公司,康力投资曾深陷财务危机濒临破产,1984年中银集团与华润集团联手组成新琼企业公司,先后向康力注资4.37亿港元,将康力投资救活。</p>\n<p>1986年9月,中信集团收购了当时陷入财务危机的上市银行——嘉华银行,使其成为中资控股的第二家上市公司。</p>\n<p><b>如果说上述操作只是内地企业“江湖救急式”的小试牛刀,那么发生在20世纪90年代以后的香港“上市潮”,才是真正的大戏开启。</b></p>\n<p>这次“上市潮”始于1992年,当时内地公司和企业纷纷主动出击,通过买“壳”上市,积极寻求到海外发展。此外,中资驻港机构也改变传统的经营体制,进行公开上市,比如1992年7月上市的海虹集团。</p>\n<p>随着中资企业或有中资背景的企业群体在香港市场中的影响力增强,部分投资者开始将它们归为一类,统称“中国概念股”,被注资拯救的康力投资算是第一个中概股。而1992年10月登陆纽交所的华晨汽车,成为了首个在美国上市的中概股。</p>\n<p><b>香港上市的这批中概股,还有另外一个更被熟知的名字——红筹股(Red Chip)。</b></p>\n<p>红筹股有狭义和广义之分。狭义的红筹股,专指在香港地区注册,由内地资金持有控股权,在港交所上市的公司。</p>\n<p>广义的红筹股,则是指所有注册地在境外、主要经营活动在境内的企业,比如近年赴美上市的公司多注册于开曼群岛,这类公司由于嫌港股流程更繁琐,或者上市条件(如盈利、规模等)不符合港股要求,往往选择赴美上市。</p>\n<p><b>市场人士创设红筹股一词,是为了便于区分以指引投资。</b>红色通常被用来形容中国,红色还可表明其属性,红筹股这一称谓一语双关,一经传出便获广泛认同,从而沿用至今。1997年,恒生指数有限公司还专门编制了恒生红筹股指数。</p>\n<p><b>相比如今的股价大跌,在“中资因素”的刺激下,90年代初的香港红筹股一度成为投资者追捧的对象。</b></p>\n<p>典型如海虹集团,招股上市时曾获得 360倍的超额认购;而内地一些大公司通过买壳途径上市,使一些原先默默无闻的壳公司一夜之间身价倍增。</p>\n<p>到了1996年,红筹股持续火爆出圈,已经成了“现象级概念股”,甚至<b>只要有中资入股的消息,公司股价就会飙升。</b></p>\n<p>为什么红筹股如此受欢迎?在当时的投资者看来,红筹股尽管大部分业务在内地,但因其公司注册在香港,透明度高,业绩良好,公司与各基金经理有着密切联系,更容易获得令投资者信任。</p>\n<p>此外,香港股市倚重金融地产股,红筹股上市推出了许多工业企业,填补了港股的空白,使港股市场结构更合理,同时也注入了新的活力。</p>\n<p>但盛极之后就是转衰,注资、股价飙升等力量推动,引发了红筹股泡沫。比如当时的明星红筹企业粤海集团和广信集团,由于抵不住1997年金融风暴的冲击,先后出现财务危机,红筹股形象一落千丈。直到1999年恒指收复失地,市场对其印象才有所改观。</p>\n<p><b>错失移动互联网红利</b></p>\n<p>“2019年是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的第20周年,在这20周年生日之际,我们迎来了一个重要的里程碑就是回家,回中国香港上市。”在2019年的上市仪式现场,阿里巴巴集团董事局主席兼首席执行官张勇曾如此感慨。</p>\n<p>时任港交所行政总裁李小加则表示,世界上伟大的公司终于在5年后回到中国香港,回到家,非常感恩阿里巴巴终于在这么多年以后回来。</p>\n<p><img src=\"https://static.tigerbbs.com/a9489baf41297896bfa3d9b5296b1d94\" tg-width=\"1080\" tg-height=\"635\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2019年11月26日,阿里在港交所上市。</b></p>\n<p>双方如此互道衷肠,是因为阿里在港上市经历了一段波折。</p>\n<p>2007年阿里巴巴的B2B业务在港交所上市,后于2012年6月份以发行价退市。2013年,阿里本打算将整体业务打包在港交所上市,但因为港交所坚持的一个制度而作罢。马云与李小加曾多次“隔空”讨论,但最终阿里巴巴转道纽交所,并于2014年9月19日上市。</p>\n<p><b>港交所坚持的制度,就是“同股同权”。</b></p>\n<p>所谓同股同权,简单理解就是拥有多少股份就有多少决策权,比如,有50%的股份,就有50%的决策权。根据《公司法》,重大决策需要多数人同意,而“多数”指的不是人数而是股份,即51%以上的决策权。对于一些特别重大的决定,甚至需要三分之二以上的决策权。</p>\n<p>在同股同权的逻辑性下,如果创始人团队想控制公司,必须在上市时持有至少51%的股份。但对于烧钱的互联网公司来说,经过多轮融资,创始人股份被不断稀释,到上市时,创始人持股比例不可能超过51%。<b>如果创始人团队还想拥有对公司的控制权,就要采取“同股不同权”的制度。</b></p>\n<p>同股不同权,顾名思义就是:同种类型的股票,可以拥有不同的投票权。</p>\n<p>以<a href=\"https://laohu8.com/S/FB\">Facebook</a>举例,股票分为A类和B类,B类股票每股有10票表决权,而A类股票每股对应1票表决权。2014年扎克伯格曾对WhatsApp发起190亿美元的惊天大并购,但这次收购只用了11天就宣告完成,正是因为扎克伯格通过28.2%的股票控制了58.9%的投票权。</p>\n<p><b>2013年与阿里擦肩而过,让港交所错过了<a href=\"https://laohu8.com/S/CHL\">中国移动</a>互联网的红利期。</b>在随后的三四年里,港交所在全球的IPO募资规模排名从第一跌倒了第四。</p>\n<p>错失阿里,一时间引发了关于变革的讨论。2014年8月,港交所推出“同股不同权”概念文件,向市场咨询意见,希望为日后吸引科技类公司来港上市做足准备。</p>\n<p>港交所上市委员会还特意强调,建议草案是经长时间深入讨论、分析并咨询证监会职员后,尽最大努力达成的成果。</p>\n<p>然而出乎市场意料的是,时隔一周,<b>香港证监会发布声明,一致反对在香港进行“同股不同权”的操作。</b>香港证监会认为,如果在香港上市的公司纷纷采用投票权不平等的股权结构,这将会损害香港资本市场的声誉。</p>\n<p>一路力挺这一议案的港交所前总裁李小加曾表示,香港证监会是最终的大老板,而上市委员会是二老板,各方讨论的关注重点从来都不只是保护投资者利益的问题,而是要保持整个香港竞争力的问题。</p>\n<p>可能是真的怕被时代抛弃,<b>2018年4月,港交所最终还是正式修改了上市规则</b>:允许同股不同权的公司上市;允许还没有盈利的生物科技公司上市;允许已经在境外上市的大中华公司,选择香港作为第二上市地。</p>\n<p>不过虽然规则开了口子,但想<b>赴港二次上市依然有门槛</b>:市值不低于400亿港元,或者市值不低于100亿港元,但年利润大于10亿港元;2017年12月15日前在合资格交易所上市。</p>\n<p>新规之下,小米、美团成为第一批成功登陆港股的“同股不同权”科技公司。而随着瑞幸事件的爆发,大洋彼岸的“中概股们”也开始考虑,是不是该回家了。</p>\n<p><b>中概股回归,是好是坏?</b></p>\n<p>2020年4月2日,<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>发布公告,承认虚假交易22亿人民币,股价暴跌80%,盘中数次暂停交易。这让中概股集体陷入前所未有的信任危机。</p>\n<p>2020年12月,<b>美国国会通过了《外国公司问责法案》,矛头直指中概股。</b>该法案要求,不符合美国审计原则的外国上市公司,须向SEC提供包括审计底稿等关键信息,然而这些信息不可避免地涉及国家主权、安全等问题。</p>\n<p>部分大型互联网公司比较警觉,从2020年开始,京东、网易、百度、B站等陆续在港二次上市。移动、联通、电信三大运营商则从纽交所摘牌,希望回A股上市。</p>\n<p>而7月10日<b>国家互联网信息办公室发布的《网络安全审查办法(修订草案征求意见稿)》,意味着企业赴美上市的难度将明显加大。</b></p>\n<p>征求意见稿中提到,掌握超过100万用户个人信息的运营者赴国外上市,必须向网络安全审查办公室申报网络安全审查。这几乎覆盖了所有具备上市潜力的互联网公司。</p>\n<p>因此,不管是已经上市的中概股,还是原本计划赴美上市的互联网公司,都有可能在未来将香港作为上市的首选地。</p>\n<p><b>从数据来看,回港上市,对企业自身以及港交所都是好事。</b></p>\n<p>对企业来说,回港后股票交投活跃度更高了。根据中金证券统计,已回归的中概股香港部分成交占比基本都要高于股份和市值占比,这表明在港股部分的投资者,交易更活跃。</p>\n<p><b>港交所则是更大的赢家。</b>2021年初至2021年3月31日,在32家IPO的公司中,22家为新经济公司,其融资规模占比已接近97%,较2020年80%进一步提升,这一数值在2015年前仅20%左右。</p>\n<p>这使得市场一度把香港推为新经济板块的桥头堡——不但承接了企业境外融资,更给投资者投资提供了一个去处。</p>\n<p>目前,<b>中概股回归港股主要有三种途径:私有化退市后赴港直接上市,港股美股双重上市,以及通过挂牌的方式二次上市。</b>这三种方法各有规则、成本等限制。</p>\n<p>“直接私有化退市”所需赎回基金规模大,如果股权结构复杂、外资股东占比高,私有化退市成本较高、耗费时间长。</p>\n<p>而“双重主要上市”需要同时满足两个市场监管要求,这无疑加大了企业的合规成本。此前《财新》曾引述接近<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>香港上市的人士的表述:“这一模式比第二上市难度更高,港交所问的问题都细得像针尖,申请资料要准备得非常详细。中国香港上市的监管相比美国严格多了。”</p>\n<p>保留美股上市地位、同时在港股“二次上市”,似乎是当下中概股回归更好的选择。不过这种方式也有限制,需要之前在合格的交易所上市,并且在至少两个完整会计年度期间保持良好的合规记录。</p>\n<p>根据《豹变》统计,<b>未来有机会以“双重主要上市”和“在港二次上市”的公司有32家,有22家公司(占比68%)满足“二次上市”的条件。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c55123f16d22f428cecc8c984d3d6770\" tg-width=\"1080\" tg-height=\"1033\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,一提起上市,很多人会想到融资、公司治理、资本运作平台等概念。但这些是上市的功能,或者说是上市的收获、上市的好处,却不是上市的本质。</p>\n<p>上市的本质是将企业未来多年的预期自由现金流折现,同时形成流动性溢价。这也是上市的魅力之根本所在。</p>\n<p><b>相比上市,更重要的是,在哪里上市。</b>一个规则上具有包容性的,同时能吞吐海量资本进出的资本市场,是所有上市企业向往的。</p>\n<p>而对于香港和内地资本市场而言,制定更好的规则,把资本蓄水池挖深,吸引更多资本进来,或是当下最重要的课题。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03615361d5170a8b80f9b5087dde22f8","relate_stocks":{"HSTECH":"恒生科技指数","TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122652622","content_text":"在监管政策的影响下,企业赴美上市难度增加,越来越多的公司在考虑回港上市。香港作为新经济的桥头堡有何作用?大环境下,未来还有哪些公司符合回港二次上市?中概股回归对港股有哪些影响?\n\n中概股正经历一场血雨腥风。\n今年以来,286家美股中概股,整体中位数下跌17.68%。尤其是教育股的K线图,堪称雪崩。8年涨了40多倍的好未来(学而思母公司),今年股价跌了近九成,仅7月23日一天就跌了66%。曾认为“教育是永远不需要退出的投资”的高瓴资本,在一季度毫不留情地清仓了教育股。\n此外,中国互联网巨头的日子也不好过,多家明星公司股价接近腰斩。\n中概股价格动荡,除了行业消息的扰动,也来自监管风向的变化。2020年瑞幸造假事件后,美国国会通过了《外国公司问责法案》,矛头直指中概股审计底稿等涉及国家安全的关键信息。\n7月10日,网信办发布的《网络安全审查办法(修订草案征求意见稿)》新增了国外上市审查重点,提出掌握超过100万用户个人信息的运营者国外上市,必须申报安全审查。这意味着赴美上市难度将大增。\n在市场动荡与监管政策的影响下,中概股们纷纷回港上市。2020年以来,京东、网易、百度、B站等陆续在港二次上市。近期,一些原本计划赴美上市的公司,也有掉头转向的打算。\n7月16日,彭博援引消息人士称,如果企业赴港上市或将被豁免网络安全审查。消息传出后,市场认为港交所或将成为互联网公司上市首选地。\n在目前的大环境下,未来还有哪些公司符合回港二次上市?更多中概股回归又对香港市场有哪些影响?\n赴港上市由来已久\n内地企业赴港上市,最早可追溯到20世纪80年代。\n当时内地市场的公司法和证券法尚不完备,注册在内地的公司无法在海外上市。无奈之下,部分中资企业选择在香港注册成立公司,或收购壳公司,继而在港上市。\n康力投资是内地资本控股的第一家港股公司。作为当时香港最大的上市电子集团公司,康力投资曾深陷财务危机濒临破产,1984年中银集团与华润集团联手组成新琼企业公司,先后向康力注资4.37亿港元,将康力投资救活。\n1986年9月,中信集团收购了当时陷入财务危机的上市银行——嘉华银行,使其成为中资控股的第二家上市公司。\n如果说上述操作只是内地企业“江湖救急式”的小试牛刀,那么发生在20世纪90年代以后的香港“上市潮”,才是真正的大戏开启。\n这次“上市潮”始于1992年,当时内地公司和企业纷纷主动出击,通过买“壳”上市,积极寻求到海外发展。此外,中资驻港机构也改变传统的经营体制,进行公开上市,比如1992年7月上市的海虹集团。\n随着中资企业或有中资背景的企业群体在香港市场中的影响力增强,部分投资者开始将它们归为一类,统称“中国概念股”,被注资拯救的康力投资算是第一个中概股。而1992年10月登陆纽交所的华晨汽车,成为了首个在美国上市的中概股。\n香港上市的这批中概股,还有另外一个更被熟知的名字——红筹股(Red Chip)。\n红筹股有狭义和广义之分。狭义的红筹股,专指在香港地区注册,由内地资金持有控股权,在港交所上市的公司。\n广义的红筹股,则是指所有注册地在境外、主要经营活动在境内的企业,比如近年赴美上市的公司多注册于开曼群岛,这类公司由于嫌港股流程更繁琐,或者上市条件(如盈利、规模等)不符合港股要求,往往选择赴美上市。\n市场人士创设红筹股一词,是为了便于区分以指引投资。红色通常被用来形容中国,红色还可表明其属性,红筹股这一称谓一语双关,一经传出便获广泛认同,从而沿用至今。1997年,恒生指数有限公司还专门编制了恒生红筹股指数。\n相比如今的股价大跌,在“中资因素”的刺激下,90年代初的香港红筹股一度成为投资者追捧的对象。\n典型如海虹集团,招股上市时曾获得 360倍的超额认购;而内地一些大公司通过买壳途径上市,使一些原先默默无闻的壳公司一夜之间身价倍增。\n到了1996年,红筹股持续火爆出圈,已经成了“现象级概念股”,甚至只要有中资入股的消息,公司股价就会飙升。\n为什么红筹股如此受欢迎?在当时的投资者看来,红筹股尽管大部分业务在内地,但因其公司注册在香港,透明度高,业绩良好,公司与各基金经理有着密切联系,更容易获得令投资者信任。\n此外,香港股市倚重金融地产股,红筹股上市推出了许多工业企业,填补了港股的空白,使港股市场结构更合理,同时也注入了新的活力。\n但盛极之后就是转衰,注资、股价飙升等力量推动,引发了红筹股泡沫。比如当时的明星红筹企业粤海集团和广信集团,由于抵不住1997年金融风暴的冲击,先后出现财务危机,红筹股形象一落千丈。直到1999年恒指收复失地,市场对其印象才有所改观。\n错失移动互联网红利\n“2019年是阿里巴巴的第20周年,在这20周年生日之际,我们迎来了一个重要的里程碑就是回家,回中国香港上市。”在2019年的上市仪式现场,阿里巴巴集团董事局主席兼首席执行官张勇曾如此感慨。\n时任港交所行政总裁李小加则表示,世界上伟大的公司终于在5年后回到中国香港,回到家,非常感恩阿里巴巴终于在这么多年以后回来。\n\n2019年11月26日,阿里在港交所上市。\n双方如此互道衷肠,是因为阿里在港上市经历了一段波折。\n2007年阿里巴巴的B2B业务在港交所上市,后于2012年6月份以发行价退市。2013年,阿里本打算将整体业务打包在港交所上市,但因为港交所坚持的一个制度而作罢。马云与李小加曾多次“隔空”讨论,但最终阿里巴巴转道纽交所,并于2014年9月19日上市。\n港交所坚持的制度,就是“同股同权”。\n所谓同股同权,简单理解就是拥有多少股份就有多少决策权,比如,有50%的股份,就有50%的决策权。根据《公司法》,重大决策需要多数人同意,而“多数”指的不是人数而是股份,即51%以上的决策权。对于一些特别重大的决定,甚至需要三分之二以上的决策权。\n在同股同权的逻辑性下,如果创始人团队想控制公司,必须在上市时持有至少51%的股份。但对于烧钱的互联网公司来说,经过多轮融资,创始人股份被不断稀释,到上市时,创始人持股比例不可能超过51%。如果创始人团队还想拥有对公司的控制权,就要采取“同股不同权”的制度。\n同股不同权,顾名思义就是:同种类型的股票,可以拥有不同的投票权。\n以Facebook举例,股票分为A类和B类,B类股票每股有10票表决权,而A类股票每股对应1票表决权。2014年扎克伯格曾对WhatsApp发起190亿美元的惊天大并购,但这次收购只用了11天就宣告完成,正是因为扎克伯格通过28.2%的股票控制了58.9%的投票权。\n2013年与阿里擦肩而过,让港交所错过了中国移动互联网的红利期。在随后的三四年里,港交所在全球的IPO募资规模排名从第一跌倒了第四。\n错失阿里,一时间引发了关于变革的讨论。2014年8月,港交所推出“同股不同权”概念文件,向市场咨询意见,希望为日后吸引科技类公司来港上市做足准备。\n港交所上市委员会还特意强调,建议草案是经长时间深入讨论、分析并咨询证监会职员后,尽最大努力达成的成果。\n然而出乎市场意料的是,时隔一周,香港证监会发布声明,一致反对在香港进行“同股不同权”的操作。香港证监会认为,如果在香港上市的公司纷纷采用投票权不平等的股权结构,这将会损害香港资本市场的声誉。\n一路力挺这一议案的港交所前总裁李小加曾表示,香港证监会是最终的大老板,而上市委员会是二老板,各方讨论的关注重点从来都不只是保护投资者利益的问题,而是要保持整个香港竞争力的问题。\n可能是真的怕被时代抛弃,2018年4月,港交所最终还是正式修改了上市规则:允许同股不同权的公司上市;允许还没有盈利的生物科技公司上市;允许已经在境外上市的大中华公司,选择香港作为第二上市地。\n不过虽然规则开了口子,但想赴港二次上市依然有门槛:市值不低于400亿港元,或者市值不低于100亿港元,但年利润大于10亿港元;2017年12月15日前在合资格交易所上市。\n新规之下,小米、美团成为第一批成功登陆港股的“同股不同权”科技公司。而随着瑞幸事件的爆发,大洋彼岸的“中概股们”也开始考虑,是不是该回家了。\n中概股回归,是好是坏?\n2020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%,盘中数次暂停交易。这让中概股集体陷入前所未有的信任危机。\n2020年12月,美国国会通过了《外国公司问责法案》,矛头直指中概股。该法案要求,不符合美国审计原则的外国上市公司,须向SEC提供包括审计底稿等关键信息,然而这些信息不可避免地涉及国家主权、安全等问题。\n部分大型互联网公司比较警觉,从2020年开始,京东、网易、百度、B站等陆续在港二次上市。移动、联通、电信三大运营商则从纽交所摘牌,希望回A股上市。\n而7月10日国家互联网信息办公室发布的《网络安全审查办法(修订草案征求意见稿)》,意味着企业赴美上市的难度将明显加大。\n征求意见稿中提到,掌握超过100万用户个人信息的运营者赴国外上市,必须向网络安全审查办公室申报网络安全审查。这几乎覆盖了所有具备上市潜力的互联网公司。\n因此,不管是已经上市的中概股,还是原本计划赴美上市的互联网公司,都有可能在未来将香港作为上市的首选地。\n从数据来看,回港上市,对企业自身以及港交所都是好事。\n对企业来说,回港后股票交投活跃度更高了。根据中金证券统计,已回归的中概股香港部分成交占比基本都要高于股份和市值占比,这表明在港股部分的投资者,交易更活跃。\n港交所则是更大的赢家。2021年初至2021年3月31日,在32家IPO的公司中,22家为新经济公司,其融资规模占比已接近97%,较2020年80%进一步提升,这一数值在2015年前仅20%左右。\n这使得市场一度把香港推为新经济板块的桥头堡——不但承接了企业境外融资,更给投资者投资提供了一个去处。\n目前,中概股回归港股主要有三种途径:私有化退市后赴港直接上市,港股美股双重上市,以及通过挂牌的方式二次上市。这三种方法各有规则、成本等限制。\n“直接私有化退市”所需赎回基金规模大,如果股权结构复杂、外资股东占比高,私有化退市成本较高、耗费时间长。\n而“双重主要上市”需要同时满足两个市场监管要求,这无疑加大了企业的合规成本。此前《财新》曾引述接近小鹏汽车香港上市的人士的表述:“这一模式比第二上市难度更高,港交所问的问题都细得像针尖,申请资料要准备得非常详细。中国香港上市的监管相比美国严格多了。”\n保留美股上市地位、同时在港股“二次上市”,似乎是当下中概股回归更好的选择。不过这种方式也有限制,需要之前在合格的交易所上市,并且在至少两个完整会计年度期间保持良好的合规记录。\n根据《豹变》统计,未来有机会以“双重主要上市”和“在港二次上市”的公司有32家,有22家公司(占比68%)满足“二次上市”的条件。\n\n此外,一提起上市,很多人会想到融资、公司治理、资本运作平台等概念。但这些是上市的功能,或者说是上市的收获、上市的好处,却不是上市的本质。\n上市的本质是将企业未来多年的预期自由现金流折现,同时形成流动性溢价。这也是上市的魅力之根本所在。\n相比上市,更重要的是,在哪里上市。一个规则上具有包容性的,同时能吞吐海量资本进出的资本市场,是所有上市企业向往的。\n而对于香港和内地资本市场而言,制定更好的规则,把资本蓄水池挖深,吸引更多资本进来,或是当下最重要的课题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895451126,"gmtCreate":1628768513165,"gmtModify":1676529847665,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"<a 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</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"1\"></v-v>","text":"$阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970896686","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947318939,"gmtCreate":1682561342522,"gmtModify":1682561346687,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"<a href=\"\">[鬼脸] </a>","listText":"<a href=\"\">[鬼脸] </a>","text":"[鬼脸] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947318939","repostId":"2330531241","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951197844,"gmtCreate":1673415136888,"gmtModify":1676538833156,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"@tamsohting","listText":"@tamsohting","text":"@tamsohting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951197844","repostId":"1121881220","repostType":2,"repost":{"id":"1121881220","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1673409566,"share":"https://ttm.financial/m/news/1121881220?lang=&edition=fundamental","pubTime":"2023-01-11 11:59","market":"hk","language":"zh","title":"港股重拾涨势!阿里“升温”,今年已飙涨超31%,多重利好来袭,积极信号来了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121881220","media":"格隆汇","summary":"值得关注的是,今日阿里延续升势,盘中一度涨超5%至115港元,股价创7月11日以来新高。月初至今,股价已飙涨超31%,领涨一众大型科技股。阿里张勇对此表示,阿里将坚决扛起使命担当,积极履行社会责任,并将在智能物联产业生态建设等方面与杭州深化合作。其中将阿里纳入确信买入名单,目标价由130港元升至135港元。摩根大通重申予阿里H股增持评级,目标价135港元。该行将阿里H股目标价由121港元上调至137港元,维持买入评级。","content":"<html><head></head><body><blockquote>复苏在望</blockquote><p>周三,港股一改昨日跌势迎来反弹。</p><p>截止午间收盘,恒生科技指数涨1.08%,国企指数涨1.12%,恒生指数涨1.02%。盘面上科技股集体走强,阿里、百度涨超3%,腾讯、哔哩哔哩涨超2%。</p><p>整体来看,1月以来,港股开启回暖模式,恒科指累涨近12%,国企指数累涨超10%,恒生指数涨近9%,科技股也全线稳步上扬。</p><p><img src=\"https://static.tigerbbs.com/af75a3d263a869934b1a9e0ff96b4fad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>值得关注的是,今日阿里延续升势,盘中一度涨超5%至115港元,股价创7月11日以来新高。月初至今,股价已飙涨超31%,领涨一众大型科技股。</p><p><img src=\"https://static.tigerbbs.com/d8b51fc61cc8f1723a721ab5aa517e38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>另外,昨夜美股阿里也表现优秀,收涨3.65%报114.88美元。近几日来,阿里一直是市场关注的焦点,本轮的大涨,又释放了哪些积极信号呢?</p><p><b>利好消息频传</b></p><p>一个重要的消息是:<b>昨日,杭州市政府与阿里签订全面深化战略合作协议;同日,杭州市委书记刘捷还调研了蚂蚁集团等企业。</b></p><p>阿里张勇对此表示,阿里将坚决扛起使命担当,积极履行社会责任,并将在智能物联产业生态建设等方面与杭州深化合作。</p><p>其实对于互联网头部企业的发展与责任,在央视1月7日的节目中,张勇就曾称,疫情三年,中国数字化进程按下快捷键,在过去3年扎根实体经济,推动数字融合,是阿里应对疫情的钥匙,也是未来社会发展的关键。</p><p>2023年,张勇认为这一年的关键词是“进”,阿里要往前进,整个社会也要往前进。阿里与与国家社会发展目标的同频共振、高度一致,对未来发展,阿里很有信心。2023年最大的机遇,在于企业运营与社会生活全方位走向数字化、智能化,扎根实体经济,促进实体和数字经济的高度融合。</p><p><b>而除了本次签订全面深化战略合作协议与调研之外,其实早前双方就已经有所“互动”。</b></p><p>12月18日,浙江省相关领导就在阿里进行了调研活动,并鼓励其要在推动发展、国际竞争和造福社会中大显身手,争当规范发展模范生、创新发展领头羊、融通发展支撑者。</p><p><b>从这些大动作来看,无疑也让互联网平台企业、民营企业的信心得到了提振,同时也释放出积极的信号:平台经济将迎来规范发展新机遇。</b></p><p>另外据悉,杭州支持平台经济规范健康发展的具体措施也已在制定中。</p><p><b>互联网板块复苏在望?</b></p><p>随着国内疫情防控的全面放开,经济的加速恢复,大行们也开始唱多中国资产,并对资本市场的互联网股报以重望。</p><p><b>高盛近日指出,鉴于中国重新开放的速度快于预期、宏观经济复苏和监管正常化,预计中国互联网板块的利润还有进一步的增长空间。</b></p><p>该行认为第二至第四季的企业估值及盈利增长,将推动中国互联网行业未来一年前景稳健发展,在宏观复苏中较看好广告、支付及招聘业务,主要受益的包括阿里巴巴、百度、微博,以及腾讯、BOSS直聘及满帮,均予“买入”评级。其中将阿里纳入确信买入名单,目标价由130港元升至135港元。</p><p><b>摩根大通则预计阿里2024财年盈利增长强劲复苏</b>。由于受疫情影响,预计至今年3月底止的2023财年第四季的收入增长将加快到6%,但受累疫情,料核心收入将按年下跌1%。但预计由2023年第二季(下财年首财季)开始,消费者情绪将基本恢复正常,并相信阿里的核心收入按年增长可能会加速到10%。</p><p>在持续的成本优化基础上,恢复高利润率的核心收入增长率将为利润率的提高提供进一步的动力,预计阿里的经调整后净利润增长将在2024财年加速至40%以上。摩根大通重申予阿里H股增持评级,目标价135港元。</p><p>汇丰研究指出,阿里在中国及海外的商务及云业务增长回升,加上监管环境改善,近期关连公司蚂蚁集团整改进展正面。该行将阿里H股目标价由121港元上调至137港元,维持买入评级。该行表示,集团短期云计算业务增长或低于预期,但认为中期增长率或有惊喜,尤其是随着宏观经济的改善,需求正在复苏。由于营运杠杆扩张,将阿里2024至2025财年的收入预测上调了约1%,盈利预测上调约2%至3%。</p><p>中金公司表示,所谓大时代,是指个体公司的主观努力退居次要地位,宏观层面的不确定性或成为主导基本面的主要力量。<b>互联网板块2023年的主旋律之一仍旧是宏观层面因素的修复。</b></p><p>随着宏观因素的修复,对个体公司考察的重要性亦将日益凸显。中金公司表示,由于监管、退市疑虑、疫情、消费乏力、美国加息、外资撤离等内外部因素共振,互联网板块2022年前三季度出现了较明显跌幅,而近期各种因素陆续有所好转,尤其疫情政策持续优化,有望带来电商、广告等行业复苏,带动板块出现较明显反弹。</p><p>展望2023年,关注重点一方面仍在于偏宏观层面诸多重大因素的修复情况,另一方面则是判断穿越这些外部因素,企业内部竞争力在这两年中发生了何种变化。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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港股重拾涨势!阿里“升温”,今年已飙涨超31%,多重利好来袭,积极信号来了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2023-01-11 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>复苏在望</blockquote><p>周三,港股一改昨日跌势迎来反弹。</p><p>截止午间收盘,恒生科技指数涨1.08%,国企指数涨1.12%,恒生指数涨1.02%。盘面上科技股集体走强,阿里、百度涨超3%,腾讯、哔哩哔哩涨超2%。</p><p>整体来看,1月以来,港股开启回暖模式,恒科指累涨近12%,国企指数累涨超10%,恒生指数涨近9%,科技股也全线稳步上扬。</p><p><img src=\"https://static.tigerbbs.com/af75a3d263a869934b1a9e0ff96b4fad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>值得关注的是,今日阿里延续升势,盘中一度涨超5%至115港元,股价创7月11日以来新高。月初至今,股价已飙涨超31%,领涨一众大型科技股。</p><p><img src=\"https://static.tigerbbs.com/d8b51fc61cc8f1723a721ab5aa517e38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>另外,昨夜美股阿里也表现优秀,收涨3.65%报114.88美元。近几日来,阿里一直是市场关注的焦点,本轮的大涨,又释放了哪些积极信号呢?</p><p><b>利好消息频传</b></p><p>一个重要的消息是:<b>昨日,杭州市政府与阿里签订全面深化战略合作协议;同日,杭州市委书记刘捷还调研了蚂蚁集团等企业。</b></p><p>阿里张勇对此表示,阿里将坚决扛起使命担当,积极履行社会责任,并将在智能物联产业生态建设等方面与杭州深化合作。</p><p>其实对于互联网头部企业的发展与责任,在央视1月7日的节目中,张勇就曾称,疫情三年,中国数字化进程按下快捷键,在过去3年扎根实体经济,推动数字融合,是阿里应对疫情的钥匙,也是未来社会发展的关键。</p><p>2023年,张勇认为这一年的关键词是“进”,阿里要往前进,整个社会也要往前进。阿里与与国家社会发展目标的同频共振、高度一致,对未来发展,阿里很有信心。2023年最大的机遇,在于企业运营与社会生活全方位走向数字化、智能化,扎根实体经济,促进实体和数字经济的高度融合。</p><p><b>而除了本次签订全面深化战略合作协议与调研之外,其实早前双方就已经有所“互动”。</b></p><p>12月18日,浙江省相关领导就在阿里进行了调研活动,并鼓励其要在推动发展、国际竞争和造福社会中大显身手,争当规范发展模范生、创新发展领头羊、融通发展支撑者。</p><p><b>从这些大动作来看,无疑也让互联网平台企业、民营企业的信心得到了提振,同时也释放出积极的信号:平台经济将迎来规范发展新机遇。</b></p><p>另外据悉,杭州支持平台经济规范健康发展的具体措施也已在制定中。</p><p><b>互联网板块复苏在望?</b></p><p>随着国内疫情防控的全面放开,经济的加速恢复,大行们也开始唱多中国资产,并对资本市场的互联网股报以重望。</p><p><b>高盛近日指出,鉴于中国重新开放的速度快于预期、宏观经济复苏和监管正常化,预计中国互联网板块的利润还有进一步的增长空间。</b></p><p>该行认为第二至第四季的企业估值及盈利增长,将推动中国互联网行业未来一年前景稳健发展,在宏观复苏中较看好广告、支付及招聘业务,主要受益的包括阿里巴巴、百度、微博,以及腾讯、BOSS直聘及满帮,均予“买入”评级。其中将阿里纳入确信买入名单,目标价由130港元升至135港元。</p><p><b>摩根大通则预计阿里2024财年盈利增长强劲复苏</b>。由于受疫情影响,预计至今年3月底止的2023财年第四季的收入增长将加快到6%,但受累疫情,料核心收入将按年下跌1%。但预计由2023年第二季(下财年首财季)开始,消费者情绪将基本恢复正常,并相信阿里的核心收入按年增长可能会加速到10%。</p><p>在持续的成本优化基础上,恢复高利润率的核心收入增长率将为利润率的提高提供进一步的动力,预计阿里的经调整后净利润增长将在2024财年加速至40%以上。摩根大通重申予阿里H股增持评级,目标价135港元。</p><p>汇丰研究指出,阿里在中国及海外的商务及云业务增长回升,加上监管环境改善,近期关连公司蚂蚁集团整改进展正面。该行将阿里H股目标价由121港元上调至137港元,维持买入评级。该行表示,集团短期云计算业务增长或低于预期,但认为中期增长率或有惊喜,尤其是随着宏观经济的改善,需求正在复苏。由于营运杠杆扩张,将阿里2024至2025财年的收入预测上调了约1%,盈利预测上调约2%至3%。</p><p>中金公司表示,所谓大时代,是指个体公司的主观努力退居次要地位,宏观层面的不确定性或成为主导基本面的主要力量。<b>互联网板块2023年的主旋律之一仍旧是宏观层面因素的修复。</b></p><p>随着宏观因素的修复,对个体公司考察的重要性亦将日益凸显。中金公司表示,由于监管、退市疑虑、疫情、消费乏力、美国加息、外资撤离等内外部因素共振,互联网板块2022年前三季度出现了较明显跌幅,而近期各种因素陆续有所好转,尤其疫情政策持续优化,有望带来电商、广告等行业复苏,带动板块出现较明显反弹。</p><p>展望2023年,关注重点一方面仍在于偏宏观层面诸多重大因素的修复情况,另一方面则是判断穿越这些外部因素,企业内部竞争力在这两年中发生了何种变化。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121881220","content_text":"复苏在望周三,港股一改昨日跌势迎来反弹。截止午间收盘,恒生科技指数涨1.08%,国企指数涨1.12%,恒生指数涨1.02%。盘面上科技股集体走强,阿里、百度涨超3%,腾讯、哔哩哔哩涨超2%。整体来看,1月以来,港股开启回暖模式,恒科指累涨近12%,国企指数累涨超10%,恒生指数涨近9%,科技股也全线稳步上扬。值得关注的是,今日阿里延续升势,盘中一度涨超5%至115港元,股价创7月11日以来新高。月初至今,股价已飙涨超31%,领涨一众大型科技股。另外,昨夜美股阿里也表现优秀,收涨3.65%报114.88美元。近几日来,阿里一直是市场关注的焦点,本轮的大涨,又释放了哪些积极信号呢?利好消息频传一个重要的消息是:昨日,杭州市政府与阿里签订全面深化战略合作协议;同日,杭州市委书记刘捷还调研了蚂蚁集团等企业。阿里张勇对此表示,阿里将坚决扛起使命担当,积极履行社会责任,并将在智能物联产业生态建设等方面与杭州深化合作。其实对于互联网头部企业的发展与责任,在央视1月7日的节目中,张勇就曾称,疫情三年,中国数字化进程按下快捷键,在过去3年扎根实体经济,推动数字融合,是阿里应对疫情的钥匙,也是未来社会发展的关键。2023年,张勇认为这一年的关键词是“进”,阿里要往前进,整个社会也要往前进。阿里与与国家社会发展目标的同频共振、高度一致,对未来发展,阿里很有信心。2023年最大的机遇,在于企业运营与社会生活全方位走向数字化、智能化,扎根实体经济,促进实体和数字经济的高度融合。而除了本次签订全面深化战略合作协议与调研之外,其实早前双方就已经有所“互动”。12月18日,浙江省相关领导就在阿里进行了调研活动,并鼓励其要在推动发展、国际竞争和造福社会中大显身手,争当规范发展模范生、创新发展领头羊、融通发展支撑者。从这些大动作来看,无疑也让互联网平台企业、民营企业的信心得到了提振,同时也释放出积极的信号:平台经济将迎来规范发展新机遇。另外据悉,杭州支持平台经济规范健康发展的具体措施也已在制定中。互联网板块复苏在望?随着国内疫情防控的全面放开,经济的加速恢复,大行们也开始唱多中国资产,并对资本市场的互联网股报以重望。高盛近日指出,鉴于中国重新开放的速度快于预期、宏观经济复苏和监管正常化,预计中国互联网板块的利润还有进一步的增长空间。该行认为第二至第四季的企业估值及盈利增长,将推动中国互联网行业未来一年前景稳健发展,在宏观复苏中较看好广告、支付及招聘业务,主要受益的包括阿里巴巴、百度、微博,以及腾讯、BOSS直聘及满帮,均予“买入”评级。其中将阿里纳入确信买入名单,目标价由130港元升至135港元。摩根大通则预计阿里2024财年盈利增长强劲复苏。由于受疫情影响,预计至今年3月底止的2023财年第四季的收入增长将加快到6%,但受累疫情,料核心收入将按年下跌1%。但预计由2023年第二季(下财年首财季)开始,消费者情绪将基本恢复正常,并相信阿里的核心收入按年增长可能会加速到10%。在持续的成本优化基础上,恢复高利润率的核心收入增长率将为利润率的提高提供进一步的动力,预计阿里的经调整后净利润增长将在2024财年加速至40%以上。摩根大通重申予阿里H股增持评级,目标价135港元。汇丰研究指出,阿里在中国及海外的商务及云业务增长回升,加上监管环境改善,近期关连公司蚂蚁集团整改进展正面。该行将阿里H股目标价由121港元上调至137港元,维持买入评级。该行表示,集团短期云计算业务增长或低于预期,但认为中期增长率或有惊喜,尤其是随着宏观经济的改善,需求正在复苏。由于营运杠杆扩张,将阿里2024至2025财年的收入预测上调了约1%,盈利预测上调约2%至3%。中金公司表示,所谓大时代,是指个体公司的主观努力退居次要地位,宏观层面的不确定性或成为主导基本面的主要力量。互联网板块2023年的主旋律之一仍旧是宏观层面因素的修复。随着宏观因素的修复,对个体公司考察的重要性亦将日益凸显。中金公司表示,由于监管、退市疑虑、疫情、消费乏力、美国加息、外资撤离等内外部因素共振,互联网板块2022年前三季度出现了较明显跌幅,而近期各种因素陆续有所好转,尤其疫情政策持续优化,有望带来电商、广告等行业复苏,带动板块出现较明显反弹。展望2023年,关注重点一方面仍在于偏宏观层面诸多重大因素的修复情况,另一方面则是判断穿越这些外部因素,企业内部竞争力在这两年中发生了何种变化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950791338,"gmtCreate":1672830468024,"gmtModify":1676538743833,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950791338","repostId":"2300749442","repostType":2,"repost":{"id":"2300749442","kind":"highlight","pubTimestamp":1672827642,"share":"https://ttm.financial/m/news/2300749442?lang=&edition=fundamental","pubTime":"2023-01-04 18:20","market":"hk","language":"zh","title":"今天,大爆发!","url":"https://stock-news.laohu8.com/highlight/detail?id=2300749442","media":"市场资讯","summary":"科技股再启狂飙模式!继昨日站上2万点重要关口后,港股再站上年线!1月4日,恒生指数大涨647点,涨幅3.22%,科技指数大涨4.58%。 今日大涨后,恒生指数不仅创下去年10月底反弹以来新高,也是2021年7月初后首度站上年线。 阿里巴巴今日上涨近9%,创下此轮反弹以来新高,阿里健康大涨11%。 另一巨头腾讯控股大涨近5%,同样创下反弹新高,腾讯系阅文集团大涨近19%。","content":"<html><body><div>\n<p> 来源:<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/766/w550h216/20230104/905e-4c5392f162e154a5ff5bd9a1f5d5e0ee.jpg\"/><span></span></div>\n<p> <font cms-style=\"color240\">导读:新年新气象,港股一年半来首上年线!科技股再启狂飙模式!地产跟涨!唯“果链”不灵了?</font></p>\n<p> 中国基金报记者 姚波</p>\n<p> 开门红持续!继昨日站上2万点重要关口后,港股再站上年线!</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/754/w550h204/20230104/2d75-7a6d6af613313ed66e84a54ba20e17bb.png\"/><span></span></div>\n<p> 新年新气象,港股一改12月初以来的横盘走势,持续向上。1月4日,<span>恒生指数</span><span></span>大涨647点,涨幅3.22%,科技指数大涨4.58%。</p>\n<p> 今日大涨后,恒生指数不仅创下去年10月底反弹以来新高,也是2021年7月初后首度站上年线。南向资金热度持续回升,买入额达246亿港元,净买入额达到50亿港元,双双创下2022年12月初的新高。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/283/w550h1333/20230104/f1bf-cfbfa17a1e68c7c83d9d952cf0cae1fd.jpg\"/><span></span></div>\n<p> 值得注意的是,1月4日恒生指数成交额为1496亿港元,尚不及这轮反弹初期超2000亿港元的规模,但量能正在逐步回升。</p>\n<p cms-style=\"align-Center\"> <font cms-style=\"strong-Bold align-Center color240\">科技股狂飙</font></p>\n<p> 在多个消息面刺激下,科技股忽而大涨,引领港股向上。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/176/w544h432/20230104/dcbd-2608d1b75cc55e80d831937fc9ade7c7.png\"/><span></span></div>\n<p> <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>今日上涨近9%,创下此轮反弹以来新高,<span><a href=\"https://laohu8.com/S/00241\">阿里健康</a></span><span></span>大涨11%。</p>\n<p> 消息面上,12月30日,重庆银保监局批复通过<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>旗下重庆蚂蚁消费金融公司的增资方案。重庆银保监局文件显示,蚂蚁消费金融公司注册资本由80亿元人民币增至185亿元人民币,同意杭州金投数字科技集团、浙江舜宇光学、<a href=\"https://laohu8.com/S/002010\">传化智联</a>投资入股蚂蚁消费金融公司。</p>\n<p> 另一巨头<span><a href=\"https://laohu8.com/S/00700\">腾讯控股</a></span><span></span>大涨近5%,同样创下反弹新高,腾讯系<span><a href=\"https://laohu8.com/S/00772\">阅文集团</a></span><span></span>大涨近19%。</p>\n<p> 消息面上,12月28日,腾讯多款游戏获得国家新闻出版署网络审批通过。相比较此前一年,腾讯仅拿到2 个游戏版号。机构认为,随着游戏审批发行节奏复常,2023年有望演绎2019年以来主要游戏公司新品流水、业绩不断超预期,板块反弹的表现。</p>\n<p> 此外,B站晚会直播人气峰值达到3.3亿,创造新纪录。受利好影响,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跳涨9%,同样创出反弹新高。</p>\n<p> 恒生指数公司指出,截至去年11月底,港股信息科技业市值达8.3万亿港元,超过金融业,占香港上市股票总市值25%。于去年10月下旬,<span>恒生科技指数</span><span></span>一度跑输恒生指数及国企指数,但预期随投资情绪改变,恒生科指将再次跑赢。</p>\n<p cms-style=\"align-Center\"> <font cms-style=\"strong-Bold align-Center color240\">地产股创反弹新高</font></p>\n<p> 地产股再度爆发,恒生地产建筑指数创下反弹来新高。旭辉控股、<span><a href=\"https://laohu8.com/S/01030\">新城发展</a></span><span></span>、<span><a href=\"https://laohu8.com/S/00960\">龙湖集团</a></span><span></span>、<span>碧桂园</span><span></span>服务等涨幅均超10%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/93/w550h343/20230104/a1cf-a24fabaf376f1da118515983553cfdb3.png\"/><span></span></div>\n<p> 元旦部分城市销售数据开门红,显现出地产放松初显成效。</p>\n<p> 中指研究院监测数据显示,2023年元旦假期期间,重点监测城市新建商品住宅成交面积较去年元旦假期增长超两成。其中广州表现亮眼,增幅1.3倍,北京、上海紧随其后,分别上涨80%、74%,不过深圳同比仍下滑,二线城市中武汉、温州等增幅领先,三四线城市依旧低迷,整体需求尚待恢复。</p>\n<p> 此外,去年底全面放开限购的东莞迎来了销售反弹。据诸葛找房,新政放开后的第一周,东莞累计成交933套房源,周成交量环比涨幅950%。</p>\n<p> 中指研究院指数事业部市场研究总监陈文静分析认为,部分城市在疫情影响下,2022年12月份的购房需求被压制,部分需求在元旦假期期间得以释放;前期出台的政策逐步显效,部分城市近期组织房交会,促进住房消费释放;房企积极促销,推出优惠活动;2022年低基数及部分城市集中网签也对数据产生影响。</p>\n<p> 地方房产政策仍在持续调整,二线城市加大放开力度。河南省昨日(1月3日)召开河南省大力提振市场信心促进经济稳定向好新闻发布会,河南省委常委、常务副省长孙守刚表示,取消和调整过热时期妨碍消费需求释放的限制性政策。</p>\n<p cms-style=\"align-Center\"> <font cms-style=\"strong-Bold align-Center color240\">果链龙头大跌</font></p>\n<p> 激进加息所带来的经济抑制作用逐渐显现,全球市场对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产品的需求再现下滑的信号。继iPhone 14传出因入门款机型销售不佳,苹果缩减相关订单之后,近日,AirPods、Apple Watch和MacBook元器件又出现砍单传闻。</p>\n<p> 苹果市值跌破2万亿美元之时,上游“果链”也受影响,叠加传闻影响,港股龙头舜宇光学股价放量大跌10%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/377/w550h627/20230104/6252-5c46875694ad68170dacec4647a9c472.png\"/><span></span></div>\n<p> 美银证券研报表示,给予舜宇光学“跑输大市”评级,目标价66港元。</p>\n<p> 美银证券认为持续疲软的消费者需求会令公司盈利下挫,宏观经济放缓令安卓手机需求维持疲弱,预计手机品牌今年大部分时间库存水平仍然较高,不会进行大规模补货。同时,今年或迎来电动汽车增长放缓的风险,预计公司去年净利跌50%后,今年盈利将回升18%,但对其盈利预测较市场预期低30%。</p>\n<div>\n<span>炒股开户享福利,入金抽188元红包,100%中奖!</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>今天,大爆发!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n今天,大爆发!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 18:20 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2023-01-04/doc-imxyznhf9106468.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:中国基金报\n\n 导读:新年新气象,港股一年半来首上年线!科技股再启狂飙模式!地产跟涨!唯“果链”不灵了?\n 中国基金报记者 姚波\n 开门红持续!继昨日站上2万点重要关口后,港股再站上年线!\n\n 新年新气象,港股一改12月初以来的横盘走势,持续向上。1月4日,恒生指数大涨647点,涨幅3.22%,科技指数大涨4.58%。\n 今日大涨后,恒生指数不仅创下去年10月底反弹以来新高,也是...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2023-01-04/doc-imxyznhf9106468.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2023-01-04/doc-imxyznhf9106468.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2300749442","content_text":"来源:中国基金报\n\n 导读:新年新气象,港股一年半来首上年线!科技股再启狂飙模式!地产跟涨!唯“果链”不灵了?\n 中国基金报记者 姚波\n 开门红持续!继昨日站上2万点重要关口后,港股再站上年线!\n\n 新年新气象,港股一改12月初以来的横盘走势,持续向上。1月4日,恒生指数大涨647点,涨幅3.22%,科技指数大涨4.58%。\n 今日大涨后,恒生指数不仅创下去年10月底反弹以来新高,也是2021年7月初后首度站上年线。南向资金热度持续回升,买入额达246亿港元,净买入额达到50亿港元,双双创下2022年12月初的新高。\n\n 值得注意的是,1月4日恒生指数成交额为1496亿港元,尚不及这轮反弹初期超2000亿港元的规模,但量能正在逐步回升。\n 科技股狂飙\n 在多个消息面刺激下,科技股忽而大涨,引领港股向上。\n\n 阿里巴巴今日上涨近9%,创下此轮反弹以来新高,阿里健康大涨11%。\n 消息面上,12月30日,重庆银保监局批复通过蚂蚁集团旗下重庆蚂蚁消费金融公司的增资方案。重庆银保监局文件显示,蚂蚁消费金融公司注册资本由80亿元人民币增至185亿元人民币,同意杭州金投数字科技集团、浙江舜宇光学、传化智联投资入股蚂蚁消费金融公司。\n 另一巨头腾讯控股大涨近5%,同样创下反弹新高,腾讯系阅文集团大涨近19%。\n 消息面上,12月28日,腾讯多款游戏获得国家新闻出版署网络审批通过。相比较此前一年,腾讯仅拿到2 个游戏版号。机构认为,随着游戏审批发行节奏复常,2023年有望演绎2019年以来主要游戏公司新品流水、业绩不断超预期,板块反弹的表现。\n 此外,B站晚会直播人气峰值达到3.3亿,创造新纪录。受利好影响,哔哩哔哩跳涨9%,同样创出反弹新高。\n 恒生指数公司指出,截至去年11月底,港股信息科技业市值达8.3万亿港元,超过金融业,占香港上市股票总市值25%。于去年10月下旬,恒生科技指数一度跑输恒生指数及国企指数,但预期随投资情绪改变,恒生科指将再次跑赢。\n 地产股创反弹新高\n 地产股再度爆发,恒生地产建筑指数创下反弹来新高。旭辉控股、新城发展、龙湖集团、碧桂园服务等涨幅均超10%。\n\n 元旦部分城市销售数据开门红,显现出地产放松初显成效。\n 中指研究院监测数据显示,2023年元旦假期期间,重点监测城市新建商品住宅成交面积较去年元旦假期增长超两成。其中广州表现亮眼,增幅1.3倍,北京、上海紧随其后,分别上涨80%、74%,不过深圳同比仍下滑,二线城市中武汉、温州等增幅领先,三四线城市依旧低迷,整体需求尚待恢复。\n 此外,去年底全面放开限购的东莞迎来了销售反弹。据诸葛找房,新政放开后的第一周,东莞累计成交933套房源,周成交量环比涨幅950%。\n 中指研究院指数事业部市场研究总监陈文静分析认为,部分城市在疫情影响下,2022年12月份的购房需求被压制,部分需求在元旦假期期间得以释放;前期出台的政策逐步显效,部分城市近期组织房交会,促进住房消费释放;房企积极促销,推出优惠活动;2022年低基数及部分城市集中网签也对数据产生影响。\n 地方房产政策仍在持续调整,二线城市加大放开力度。河南省昨日(1月3日)召开河南省大力提振市场信心促进经济稳定向好新闻发布会,河南省委常委、常务副省长孙守刚表示,取消和调整过热时期妨碍消费需求释放的限制性政策。\n 果链龙头大跌\n 激进加息所带来的经济抑制作用逐渐显现,全球市场对苹果产品的需求再现下滑的信号。继iPhone 14传出因入门款机型销售不佳,苹果缩减相关订单之后,近日,AirPods、Apple Watch和MacBook元器件又出现砍单传闻。\n 苹果市值跌破2万亿美元之时,上游“果链”也受影响,叠加传闻影响,港股龙头舜宇光学股价放量大跌10%。\n\n 美银证券研报表示,给予舜宇光学“跑输大市”评级,目标价66港元。\n 美银证券认为持续疲软的消费者需求会令公司盈利下挫,宏观经济放缓令安卓手机需求维持疲弱,预计手机品牌今年大部分时间库存水平仍然较高,不会进行大规模补货。同时,今年或迎来电动汽车增长放缓的风险,预计公司去年净利跌50%后,今年盈利将回升18%,但对其盈利预测较市场预期低30%。\n\n炒股开户享福利,入金抽188元红包,100%中奖!\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950146633,"gmtCreate":1672707187822,"gmtModify":1676538722449,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/600298\">$安琪酵母(600298)$ </a>[财迷] ","listText":"<a href=\"https://ttm.financial/S/600298\">$安琪酵母(600298)$ </a>[财迷] ","text":"$安琪酵母(600298)$ [财迷]","images":[{"img":"https://community-static.tradeup.com/news/241190d97df9bea2b60441f440ea38c2","width":"1080","height":"1907"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950146633","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860003887,"gmtCreate":1632103865249,"gmtModify":1676530701333,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"@CY_Ng , I already followed you, can you please follow me as well? I am Malaysian too. Tks","listText":"@CY_Ng , I already followed you, can you please follow me as well? I am Malaysian too. Tks","text":"@CY_Ng , I already followed you, can you please follow me as well? I am Malaysian too. Tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860003887","repostId":"882584890","repostType":1,"repost":{"id":882584890,"gmtCreate":1631707924507,"gmtModify":1676530613949,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【虎友訪談】CY_Ng(馬來西亞):Sea的未來可達萬億市值!","htmlText":"來自馬來西亞的<a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 是一位堅定的價值投資者,對於公司基本面研究他很有一套。美股、澳股,房產均在他的投資範圍內。Sea是他的研究首選,與此同時他還看好美股科技股、網絡安全股,以及高增長的中國和印度市場。原因是什麼呢?一起去了解下吧→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 37歲,來自馬來西亞,職業是銷售經理。會計專業畢業,擅長數據分析,喜歡投資。愛好是打電動遊戲機。 T:歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢? 去年八月,朋友上了一堂價值投資課程,覺得不錯便介紹給了我。當時在馬來西亞買美股,如果用本地券商平臺非常昂貴,一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵,費用很低,有時參加活動還有免傭卡。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 一開始只是下載試試,哪知道開戶是那麼容易,一天搞定! app也非常好用,很多資訊。 T: 您的投資理財觀是如何建立起來的?聊聊投資背景吧~ 從小媽媽就教了我理財的重要性,所以我本人都是很節省,只花該花的錢,把存下來的錢拿去投資。目的就是要達到財富自由,提早退休,做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資,當時母親做生意,買了股票沒時間看,就叫我天天看報紙盯着那幾只她買的股票,就這樣直到我中學畢業,夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課,亂聽消息買股票,其實都是虧錢的。大概在2014年,我就完全停止買股票了,因爲真的虧了許多錢","listText":"來自馬來西亞的<a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 是一位堅定的價值投資者,對於公司基本面研究他很有一套。美股、澳股,房產均在他的投資範圍內。Sea是他的研究首選,與此同時他還看好美股科技股、網絡安全股,以及高增長的中國和印度市場。原因是什麼呢?一起去了解下吧→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 37歲,來自馬來西亞,職業是銷售經理。會計專業畢業,擅長數據分析,喜歡投資。愛好是打電動遊戲機。 T:歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢? 去年八月,朋友上了一堂價值投資課程,覺得不錯便介紹給了我。當時在馬來西亞買美股,如果用本地券商平臺非常昂貴,一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵,費用很低,有時參加活動還有免傭卡。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 一開始只是下載試試,哪知道開戶是那麼容易,一天搞定! app也非常好用,很多資訊。 T: 您的投資理財觀是如何建立起來的?聊聊投資背景吧~ 從小媽媽就教了我理財的重要性,所以我本人都是很節省,只花該花的錢,把存下來的錢拿去投資。目的就是要達到財富自由,提早退休,做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資,當時母親做生意,買了股票沒時間看,就叫我天天看報紙盯着那幾只她買的股票,就這樣直到我中學畢業,夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課,亂聽消息買股票,其實都是虧錢的。大概在2014年,我就完全停止買股票了,因爲真的虧了許多錢","text":"來自馬來西亞的@CY_Ng 是一位堅定的價值投資者,對於公司基本面研究他很有一套。美股、澳股,房產均在他的投資範圍內。Sea是他的研究首選,與此同時他還看好美股科技股、網絡安全股,以及高增長的中國和印度市場。原因是什麼呢?一起去了解下吧→→→ @CY_Ng 37歲,來自馬來西亞,職業是銷售經理。會計專業畢業,擅長數據分析,喜歡投資。愛好是打電動遊戲機。 T:歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢? 去年八月,朋友上了一堂價值投資課程,覺得不錯便介紹給了我。當時在馬來西亞買美股,如果用本地券商平臺非常昂貴,一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵,費用很低,有時參加活動還有免傭卡。$老虎證券(TIGR)$ 一開始只是下載試試,哪知道開戶是那麼容易,一天搞定! app也非常好用,很多資訊。 T: 您的投資理財觀是如何建立起來的?聊聊投資背景吧~ 從小媽媽就教了我理財的重要性,所以我本人都是很節省,只花該花的錢,把存下來的錢拿去投資。目的就是要達到財富自由,提早退休,做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資,當時母親做生意,買了股票沒時間看,就叫我天天看報紙盯着那幾只她買的股票,就這樣直到我中學畢業,夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課,亂聽消息買股票,其實都是虧錢的。大概在2014年,我就完全停止買股票了,因爲真的虧了許多錢","images":[{"img":"https://static.tigerbbs.com/ccf80d701aa1f2da2cdd0ffaad03fbae","width":"492","height":"323"},{"img":"https://static.tigerbbs.com/088377b85e8211ef9356e9aef0000efa","width":"1004","height":"584"},{"img":"https://static.tigerbbs.com/067f0738eca76675ff9f1553dab564a1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882584890","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886266727,"gmtCreate":1631596200669,"gmtModify":1676530585607,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"Revenue getting higher and higher after acquired Astleflash. Expected Net profit will record high again","listText":"Revenue getting higher and higher after acquired Astleflash. Expected Net profit will record high again","text":"Revenue getting higher and higher after acquired Astleflash. Expected Net profit will record high again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886266727","repostId":"2166331133","repostType":2,"repost":{"id":"2166331133","kind":"news","pubTimestamp":1631172829,"share":"https://ttm.financial/m/news/2166331133?lang=&edition=fundamental","pubTime":"2021-09-09 15:33","market":"hk","language":"zh","title":"环旭电子(601231.SH)前8月合并营收同比增27.17%至310.09亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2166331133","media":"智通财经","summary":"智通财经APP讯,环旭电子(601231.SH)公告,公司2021年8月合并营业收入为人民币46.72亿元,较去年同期的合并营业收入增加12.08%,较7月合并营业收入环比增长14.97%。此外,公司2021年1至8月合并营业收入为人民币310.09亿元,较去年同期的合并营业收入增加27.17%。","content":"<html><body><p>智通财经APP讯,<a href=\"https://laohu8.com/S/601231\">环旭电子</a>(601231.SH)公告,公司2021年8月合并营业收入为人民币46.72亿元,较去年同期的合并营业收入增加12.08%,较7月合并营业收入环比增长14.97%。</p><p>此外,公司2021年1至8月合并营业收入为人民币310.09亿元,较去年同期的合并营业收入增加27.17%。</p></body></html>","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>环旭电子(601231.SH)前8月合并营收同比增27.17%至310.09亿元</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环旭电子(601231.SH)前8月合并营收同比增27.17%至310.09亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 15:33 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/557017.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯,环旭电子(601231.SH)公告,公司2021年8月合并营业收入为人民币46.72亿元,较去年同期的合并营业收入增加12.08%,较7月合并营业收入环比增长14.97%。此外,公司2021年1至8月合并营业收入为人民币310.09亿元,较去年同期的合并营业收入增加27.17%。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/557017.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/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{"601231":"环旭电子"},"source_url":"http://www.zhitongcaijing.com/content/detail/557017.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166331133","content_text":"智通财经APP讯,环旭电子(601231.SH)公告,公司2021年8月合并营业收入为人民币46.72亿元,较去年同期的合并营业收入增加12.08%,较7月合并营业收入环比增长14.97%。此外,公司2021年1至8月合并营业收入为人民币310.09亿元,较去年同期的合并营业收入增加27.17%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835105996,"gmtCreate":1629690561715,"gmtModify":1676530101106,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835105996","repostId":"1196462476","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895459568,"gmtCreate":1628768286654,"gmtModify":1676529847624,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"It will bounce back soon","listText":"It will bounce back soon","text":"It will bounce back soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895459568","repostId":"2158258743","repostType":2,"repost":{"id":"2158258743","kind":"highlight","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":1628756739,"share":"https://ttm.financial/m/news/2158258743?lang=&edition=fundamental","pubTime":"2021-08-12 16:25","market":"hk","language":"en","title":"China shares fall as weak lending data fans liquidity concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2158258743","media":"Reuters","summary":"Aug 12 (Reuters) - China stocks fell on Thursday as weaker-than-expected lending data triggered liqu","content":"<p>Aug 12 (Reuters) - China stocks fell on Thursday as weaker-than-expected lending data triggered liquidity concerns and weighed on sentiment.</p>\n<p>**The blue-chip CSI300 index fell 0.8%, to 4,973.35, while the Shanghai Composite Index lost 0.2% to 3,524.74 points.</p>\n<p>** China's new bank loans fell to 1.08 trillion yuan ($166.5 billion) in July, the lowest in nine months.</p>\n<p>** Growth of outstanding total social financing (TSF), a broad measure of credit and liquidity in the economy, slowed to 10.7% in July - the weakest reading since February 2020 - from a year earlier and from 11% in June.</p>\n<p>** \"We expect the slowdown and resulting headwind to the economy to continue in the coming months, further RRR and policy rate cuts notwithstanding,\" Capital Economics said in a note.</p>\n<p>** Consumer staples led the decline, with the sub-index finishing down 1.8%.</p>\n<p>**Insurance sub-index declined 1.5%, as China's banking and insurance regulator said yesterday it would step up its scrutiny of online insurance companies.</p>\n<p>**Healthcare shares tumbled, the sub-index slipped 1.5%, as the plunge of vaccine makers in U.S. market yesterday curbed risk appetite, after EU said it was looking into new possible side-effects of mRNA COVID-19 shots.</p>\n<p>** The steel sub-index gained 2.5%.</p>\n<p>** The semiconductors sub-index rose 0.9%. The index has gained around 35% so far this year. The tech-heavy STAR market rose 0.5% on the day.</p>\n<p>** \"We expect STAR/ChiNext to continue to outperform in the near term as they are skewed to new energy, semi and computers with improving fundamentals,\" wrote Meng Lei, A-share Strategist at UBS Securities. \"However, we do not think liquidity will ease further in the near term unless there is material downside risk to the economy.\"</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>China shares fall as weak lending data fans liquidity concerns</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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}\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\">\nChina shares fall as weak lending data fans liquidity concerns\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\">2021-08-12 16:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Aug 12 (Reuters) - China stocks fell on Thursday as weaker-than-expected lending data triggered liquidity concerns and weighed on sentiment.</p>\n<p>**The blue-chip CSI300 index fell 0.8%, to 4,973.35, while the Shanghai Composite Index lost 0.2% to 3,524.74 points.</p>\n<p>** China's new bank loans fell to 1.08 trillion yuan ($166.5 billion) in July, the lowest in nine months.</p>\n<p>** Growth of outstanding total social financing (TSF), a broad measure of credit and liquidity in the economy, slowed to 10.7% in July - the weakest reading since February 2020 - from a year earlier and from 11% in June.</p>\n<p>** \"We expect the slowdown and resulting headwind to the economy to continue in the coming months, further RRR and policy rate cuts notwithstanding,\" Capital Economics said in a note.</p>\n<p>** Consumer staples led the decline, with the sub-index finishing down 1.8%.</p>\n<p>**Insurance sub-index declined 1.5%, as China's banking and insurance regulator said yesterday it would step up its scrutiny of online insurance companies.</p>\n<p>**Healthcare shares tumbled, the sub-index slipped 1.5%, as the plunge of vaccine makers in U.S. market yesterday curbed risk appetite, after EU said it was looking into new possible side-effects of mRNA COVID-19 shots.</p>\n<p>** The steel sub-index gained 2.5%.</p>\n<p>** The semiconductors sub-index rose 0.9%. The index has gained around 35% so far this year. The tech-heavy STAR market rose 0.5% on the day.</p>\n<p>** \"We expect STAR/ChiNext to continue to outperform in the near term as they are skewed to new energy, semi and computers with improving fundamentals,\" wrote Meng Lei, A-share Strategist at UBS Securities. \"However, we do not think liquidity will ease further in the near term unless there is material downside risk to the economy.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158258743","content_text":"Aug 12 (Reuters) - China stocks fell on Thursday as weaker-than-expected lending data triggered liquidity concerns and weighed on sentiment.\n**The blue-chip CSI300 index fell 0.8%, to 4,973.35, while the Shanghai Composite Index lost 0.2% to 3,524.74 points.\n** China's new bank loans fell to 1.08 trillion yuan ($166.5 billion) in July, the lowest in nine months.\n** Growth of outstanding total social financing (TSF), a broad measure of credit and liquidity in the economy, slowed to 10.7% in July - the weakest reading since February 2020 - from a year earlier and from 11% in June.\n** \"We expect the slowdown and resulting headwind to the economy to continue in the coming months, further RRR and policy rate cuts notwithstanding,\" Capital Economics said in a note.\n** Consumer staples led the decline, with the sub-index finishing down 1.8%.\n**Insurance sub-index declined 1.5%, as China's banking and insurance regulator said yesterday it would step up its scrutiny of online insurance companies.\n**Healthcare shares tumbled, the sub-index slipped 1.5%, as the plunge of vaccine makers in U.S. market yesterday curbed risk appetite, after EU said it was looking into new possible side-effects of mRNA COVID-19 shots.\n** The steel sub-index gained 2.5%.\n** The semiconductors sub-index rose 0.9%. The index has gained around 35% so far this year. The tech-heavy STAR market rose 0.5% on the day.\n** \"We expect STAR/ChiNext to continue to outperform in the near term as they are skewed to new energy, semi and computers with improving fundamentals,\" wrote Meng Lei, A-share Strategist at UBS Securities. \"However, we do not think liquidity will ease further in the near term unless there is material downside risk to the economy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805051907,"gmtCreate":1627826922609,"gmtModify":1703496330490,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/U/4090625662987720\">@TAMSOHTING</a>Good","listText":"<a target=\"_blank\" href=\"https://laohu8.com/U/4090625662987720\">@TAMSOHTING</a>Good","text":"@TAMSOHTINGGood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805051907","repostId":"802396393","repostType":1,"repost":{"id":802396393,"gmtCreate":1627715185306,"gmtModify":1703495146325,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"","htmlText":"\n \n \n 美股分析:亞馬遜猛跌,大盤似乎累積了不少風險。我今天加倉一隻股。\n \n","listText":"美股分析:亞馬遜猛跌,大盤似乎累積了不少風險。我今天加倉一隻股。","text":"美股分析:亞馬遜猛跌,大盤似乎累積了不少風險。我今天加倉一隻股。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802396393","isVote":1,"tweetType":2,"object":{"id":"2d5125fa1b284a32bd249bb7a8fa466e","tweetId":"802396393","title":"美股分析:亚马逊猛跌,大盘似乎累积了不少风险。我今天加仓一只股。","videoUrl":"http://v.tigerbbs.com/162771518221843071d72adbe30b69998d42d1fc99a5b.mp4","poster":"https://static.tigerbbs.com/a8c7667ef6ee6d7eda63cbe3d34c5907","shareLink":"http://v.tigerbbs.com/162771518221843071d72adbe30b69998d42d1fc99a5b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177142143,"gmtCreate":1627189897582,"gmtModify":1703485358714,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601231\">$Universal Scientific Industrial (Shanghai) Co.,Ltd.(601231)$</a>undervalued","listText":"<a href=\"https://laohu8.com/S/601231\">$Universal Scientific Industrial (Shanghai) Co.,Ltd.(601231)$</a>undervalued","text":"$Universal Scientific Industrial (Shanghai) Co.,Ltd.(601231)$undervalued","images":[{"img":"https://static.tigerbbs.com/4a44bec99bf1b5005ca950ec42324aa1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177142143","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177146607,"gmtCreate":1627189833009,"gmtModify":1703485357073,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"good stock","listText":"good stock","text":"good 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21.0%。增長,從來都是企業發展的永恆命題。透視福壽園2020財報,對其核心能力的拆解,不僅是解碼福壽園過去持續增長的祕密,也是洞悉福壽園未來增長的鑰匙。01、好商業模式:源源不斷創造現金流福壽園是全國性殯葬領先企業,聚焦殯葬服務,形成了墓園銷售、殯儀服務、設計服務、殯葬設備四大業務板塊。其中墓園銷售爲公司核心業務,2020年佔比達到83.4%。而墓地服務是一項十分穩健的業務。從需求端看,國內城市化進程加速城市人口增加,疊加人口老齡化,共同推動墓地需求持續增長,尤其是上海等核心城市區域墓地需求持續增長。從供給端看,國內殯儀、火化、墓地等殯葬業務均處於政府審批管控中,較高的進入門檻保障了行業經營業績,具有明顯的護城河。從實際經驗看,在剛性需求支撐下,殯葬消費價格持續提升,推動行業規模增長,而且不具有周期性。就福壽園來說,2020年,其經營性墓穴銷售服務收益較上年度增加人民幣約20.0百萬元或1.4%,其中銷售數量減少456座或約3.","listText":"3月26日,福壽園(01448.HK)發佈2020年財報,報告期內,公司實現收入18.93億元,同比增2.3%;歸屬股東淨利潤6.20億元,同比增7.2%;末期股息每股港幣5.53仙,2020年全年合共派息每股8.81港仙。2020年,面對新冠肺炎疫情與經濟下行壓力加大帶來的多重挑戰,福壽園依然交出了一份理想的成績單。尤其是下半年公司營收同比增長23.6%,淨利潤同比增長27.3%,歸母淨利潤同比增長32.3%,充分地展現了福壽園的反脆弱性和韌性。實際上,2020年業績只是福壽園長期穩健的業績表現的一個縮影。回顧過去十年公司的業績表現,在業務區域擴張、墓地提價推動下,福壽園的營收和淨利持續增長,劃出了一條穩健成長的曲線。數據顯示,在沒有疫情這樣黑天鵝事件發生的背景下,2010年-2019年福壽園營收實現年複合增速20.3%、淨利潤實現年複合增速 21.0%。增長,從來都是企業發展的永恆命題。透視福壽園2020財報,對其核心能力的拆解,不僅是解碼福壽園過去持續增長的祕密,也是洞悉福壽園未來增長的鑰匙。01、好商業模式:源源不斷創造現金流福壽園是全國性殯葬領先企業,聚焦殯葬服務,形成了墓園銷售、殯儀服務、設計服務、殯葬設備四大業務板塊。其中墓園銷售爲公司核心業務,2020年佔比達到83.4%。而墓地服務是一項十分穩健的業務。從需求端看,國內城市化進程加速城市人口增加,疊加人口老齡化,共同推動墓地需求持續增長,尤其是上海等核心城市區域墓地需求持續增長。從供給端看,國內殯儀、火化、墓地等殯葬業務均處於政府審批管控中,較高的進入門檻保障了行業經營業績,具有明顯的護城河。從實際經驗看,在剛性需求支撐下,殯葬消費價格持續提升,推動行業規模增長,而且不具有周期性。就福壽園來說,2020年,其經營性墓穴銷售服務收益較上年度增加人民幣約20.0百萬元或1.4%,其中銷售數量減少456座或約3.","text":"3月26日,福壽園(01448.HK)發佈2020年財報,報告期內,公司實現收入18.93億元,同比增2.3%;歸屬股東淨利潤6.20億元,同比增7.2%;末期股息每股港幣5.53仙,2020年全年合共派息每股8.81港仙。2020年,面對新冠肺炎疫情與經濟下行壓力加大帶來的多重挑戰,福壽園依然交出了一份理想的成績單。尤其是下半年公司營收同比增長23.6%,淨利潤同比增長27.3%,歸母淨利潤同比增長32.3%,充分地展現了福壽園的反脆弱性和韌性。實際上,2020年業績只是福壽園長期穩健的業績表現的一個縮影。回顧過去十年公司的業績表現,在業務區域擴張、墓地提價推動下,福壽園的營收和淨利持續增長,劃出了一條穩健成長的曲線。數據顯示,在沒有疫情這樣黑天鵝事件發生的背景下,2010年-2019年福壽園營收實現年複合增速20.3%、淨利潤實現年複合增速 21.0%。增長,從來都是企業發展的永恆命題。透視福壽園2020財報,對其核心能力的拆解,不僅是解碼福壽園過去持續增長的祕密,也是洞悉福壽園未來增長的鑰匙。01、好商業模式:源源不斷創造現金流福壽園是全國性殯葬領先企業,聚焦殯葬服務,形成了墓園銷售、殯儀服務、設計服務、殯葬設備四大業務板塊。其中墓園銷售爲公司核心業務,2020年佔比達到83.4%。而墓地服務是一項十分穩健的業務。從需求端看,國內城市化進程加速城市人口增加,疊加人口老齡化,共同推動墓地需求持續增長,尤其是上海等核心城市區域墓地需求持續增長。從供給端看,國內殯儀、火化、墓地等殯葬業務均處於政府審批管控中,較高的進入門檻保障了行業經營業績,具有明顯的護城河。從實際經驗看,在剛性需求支撐下,殯葬消費價格持續提升,推動行業規模增長,而且不具有周期性。就福壽園來說,2020年,其經營性墓穴銷售服務收益較上年度增加人民幣約20.0百萬元或1.4%,其中銷售數量減少456座或約3.","images":[{"img":"https://static.tigerbbs.com/1a986c8c0813255f32645d2cdbe428e1","width":"551","height":"173"},{"img":"https://static.tigerbbs.com/039f57e4aafcb5683a866eba372bc366","width":"537","height":"282"},{"img":"https://static.tigerbbs.com/05de56d93da2d9beafa82b58bb3dd545","width":"556","height":"218"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352795905","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120584813,"gmtCreate":1624328002332,"gmtModify":1703833605101,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120584813","repostId":"2140099594","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161876075,"gmtCreate":1623920021297,"gmtModify":1703823517448,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161876075","repostId":"1183583910","repostType":4,"repost":{"id":"1183583910","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623919017,"share":"https://ttm.financial/m/news/1183583910?lang=&edition=fundamental","pubTime":"2021-06-17 16:36","market":"hk","language":"en","title":"SenseTime confirmed to list in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1183583910","media":"Tiger Newspress","summary":"It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to ","content":"<p><img src=\"https://static.tigerbbs.com/d21446f1b70ff8c8a905dcdd49797b62\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\">It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to the Hong Kong Stock Exchange as soon as August.</p><p>The Chinese biometric unicorn was previously rumored to be considering an initial public offering on the Shanghai STAR market, expecting to raise $1.5 billion at a $10 billion valuation.</p><p>The publication says SenseTime executives discussed a potential Hong Kong listing internally and with third parties. A source suggested the company is open to a listing in both Hong Kong and Shanghai, though not necessarily at the same time.</p><p>Chinese media reports earlier this year included a $12 billion valuation for SenseTime in its latest financing round.</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>SenseTime confirmed to list in Hong Kong</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\">\nSenseTime confirmed to list in Hong Kong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-17 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/d21446f1b70ff8c8a905dcdd49797b62\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\">It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to the Hong Kong Stock Exchange as soon as August.</p><p>The Chinese biometric unicorn was previously rumored to be considering an initial public offering on the Shanghai STAR market, expecting to raise $1.5 billion at a $10 billion valuation.</p><p>The publication says SenseTime executives discussed a potential Hong Kong listing internally and with third parties. A source suggested the company is open to a listing in both Hong Kong and Shanghai, though not necessarily at the same time.</p><p>Chinese media reports earlier this year included a $12 billion valuation for SenseTime in its latest financing round.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183583910","content_text":"It is reported that SenseTime confirmed to be listed in Hong Kong,application will be submitted to the Hong Kong Stock Exchange as soon as August.The Chinese biometric unicorn was previously rumored to be considering an initial public offering on the Shanghai STAR market, expecting to raise $1.5 billion at a $10 billion valuation.The publication says SenseTime executives discussed a potential Hong Kong listing internally and with third parties. A source suggested the company is open to a listing in both Hong Kong and Shanghai, though not necessarily at the same time.Chinese media reports earlier this year included a $12 billion valuation for SenseTime in its latest financing round.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}