mingming88 personal page - To The Moon

mingming88

mingming88

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08-30

👍🏻👍🏻

02-26

$英伟达(NVDA)$ 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻

02-19

✨

01-13

🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯

01-12

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01-11

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01-10

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01-09

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01-08

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01-07

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01-06

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01-05

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01-04

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01-03

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01-02

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01-01

🐯🐯🐯🐯🐯🥳🥳💪🥳🥳💯💯💯💯💯👍👍👍👍👍

2023-12-31

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2023-12-30

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2023-12-29

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2023-12-26

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luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802349116","repostId":"2155688721","repostType":4,"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806941026,"gmtCreate":1627627917065,"gmtModify":1703493663652,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"/hi","listText":"/hi","text":"/hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806941026","repostId":"2155367601","repostType":4,"repost":{"id":"2155367601","pubTimestamp":1627627123,"share":"https://ttm.financial/m/news/2155367601?lang=&edition=fundamental","pubTime":"2021-07-30 14:38","market":"us","language":"zh","title":"台积电2nm生产计划获批，预计2024年量产","url":"https://stock-news.laohu8.com/highlight/detail?id=2155367601","media":"智东西","summary":"芯东西7月30日消息，据日经亚洲（Nikkei Asia）报道，中国台湾已批准台积电生产2nm芯片工艺的计划，具体时间约在2023年启动。2nm芯片工艺预计将用于2024年苹果推出iPhone系列上。","content":"<p>芯东西7月30日消息，据日经亚洲（Nikkei Asia）报道，中国台湾已批准<a href=\"https://laohu8.com/S/TSM\">台积电</a>生产2nm芯片工艺的计划，具体时间约在2023年启动。2nm芯片工艺预计将用于2024年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>推出iPhone系列上。</p>\n<p>在台积电发布消息前一天，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司还称，期待在四年内，赶上并超越台积电的芯片。台积电2nm计划的宣布，对英特尔公司来说增加了挑战难度。据悉，英特尔在芯片制造上已经落后于台积电和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>。</p>\n<p>同时，台积电和三星还帮助英特尔的竞争对手，即<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司（NVIDIA）进行芯片代工生产。英特尔公司宣称，预计到2025年将重新获得领先地位。</p>\n<p>对芯片生产厂商来说，制造出更强大芯片秘诀是缩小芯片工艺。但缩小芯片工艺则意味着，将更多的晶体管放在同样尺寸的芯片中，这对于生产来说，是极大的挑战。</p>\n<p>据悉，iPhone 12使用的A14芯片，由苹果公司设计，台积电制造生产。A14芯片中包含了118亿个晶体管。据外媒9to5Mac报道，iPhone 13预计将使用更高效的5nm芯片工艺， iPhone 14预计进入4nm芯片工艺。同时，3nm工艺芯片预计在2023年产出，并继续在iPhone智能手机中投入使用。</p>\n<p>据台积电相关工作人员透露，台积电计划在台湾新竹宝山开启生产。据了解，宝山镇是台湾最重要的芯片制造中心之一，2nm生产工厂将于2022年初开工建设，并于2023年开始安装生产设备。预计本次生产计划中占地近50英亩，且每天将使用98,000吨水。用水量约占台积电2020年每日总用水量的 50%。</p>\n<p>为了降低耗水量，台积电承诺在宝山生产期间中，到2025年将使用10%的再生水，2030年将使用100%的再生水。另外，台积电另一所位于美国亚利桑那州的工厂，也将于2024年开始生产，据悉将用于制造苹果A系列和M系列芯片。</p>\n<p>结语：芯片之争刻不容缓，科技巨头各显神通</p>\n<p>芯片作为智能设备的心脏，无时无刻不存在现代人们的生活中。各个厂商纷纷将芯片做为主导业务。芯片巨头们更是不甘落后，比如英特尔公司在未来四年内赶超计划也值得期待。</p>\n<p>台积电目前也面临芯片之争，中国台湾国防与安全研究所所长苏子云去年接受《日经亚洲评论》采访中也谈道，台积电正面临一项战略决策，即是以后要把重点放在美国市场还是中国市场上。在美国建立先进的芯片工厂可能是一种解决办法。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电2nm生产计划获批，预计2024年量产</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台积电2nm生产计划获批，预计2024年量产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 14:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107301431007c274969&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯东西7月30日消息，据日经亚洲（Nikkei Asia）报道，中国台湾已批准台积电生产2nm芯片工艺的计划，具体时间约在2023年启动。2nm芯片工艺预计将用于2024年苹果推出iPhone系列上。\n在台积电发布消息前一天，英特尔公司还称，期待在四年内，赶上并超越台积电的芯片。台积电2nm计划的宣布，对英特尔公司来说增加了挑战难度。据悉，英特尔在芯片制造上已经落后于台积电和三星。\n同时，台积电和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107301431007c274969&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107301431007c274969&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2155367601","content_text":"芯东西7月30日消息，据日经亚洲（Nikkei Asia）报道，中国台湾已批准台积电生产2nm芯片工艺的计划，具体时间约在2023年启动。2nm芯片工艺预计将用于2024年苹果推出iPhone系列上。\n在台积电发布消息前一天，英特尔公司还称，期待在四年内，赶上并超越台积电的芯片。台积电2nm计划的宣布，对英特尔公司来说增加了挑战难度。据悉，英特尔在芯片制造上已经落后于台积电和三星。\n同时，台积电和三星还帮助英特尔的竞争对手，即AMD和英伟达公司（NVIDIA）进行芯片代工生产。英特尔公司宣称，预计到2025年将重新获得领先地位。\n对芯片生产厂商来说，制造出更强大芯片秘诀是缩小芯片工艺。但缩小芯片工艺则意味着，将更多的晶体管放在同样尺寸的芯片中，这对于生产来说，是极大的挑战。\n据悉，iPhone 12使用的A14芯片，由苹果公司设计，台积电制造生产。A14芯片中包含了118亿个晶体管。据外媒9to5Mac报道，iPhone 13预计将使用更高效的5nm芯片工艺， iPhone 14预计进入4nm芯片工艺。同时，3nm工艺芯片预计在2023年产出，并继续在iPhone智能手机中投入使用。\n据台积电相关工作人员透露，台积电计划在台湾新竹宝山开启生产。据了解，宝山镇是台湾最重要的芯片制造中心之一，2nm生产工厂将于2022年初开工建设，并于2023年开始安装生产设备。预计本次生产计划中占地近50英亩，且每天将使用98,000吨水。用水量约占台积电2020年每日总用水量的 50%。\n为了降低耗水量，台积电承诺在宝山生产期间中，到2025年将使用10%的再生水，2030年将使用100%的再生水。另外，台积电另一所位于美国亚利桑那州的工厂，也将于2024年开始生产，据悉将用于制造苹果A系列和M系列芯片。\n结语：芯片之争刻不容缓，科技巨头各显神通\n芯片作为智能设备的心脏，无时无刻不存在现代人们的生活中。各个厂商纷纷将芯片做为主导业务。芯片巨头们更是不甘落后，比如英特尔公司在未来四年内赶超计划也值得期待。\n台积电目前也面临芯片之争，中国台湾国防与安全研究所所长苏子云去年接受《日经亚洲评论》采访中也谈道，台积电正面临一项战略决策，即是以后要把重点放在美国市场还是中国市场上。在美国建立先进的芯片工厂可能是一种解决办法。","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062230996,"gmtCreate":1652061496015,"gmtModify":1676535022329,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/b961079c96146ab6009ce9c644ebb0b1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062230996","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018979049,"gmtCreate":1648963580893,"gmtModify":1676534429563,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/484a838fa03ddf1a00bfc24a136052a8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018979049","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802719516,"gmtCreate":1627805840235,"gmtModify":1703496140409,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"Good luck","listText":"Good luck","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802719516","repostId":"2155816318","repostType":4,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802355150,"gmtCreate":1627722875970,"gmtModify":1703495230223,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"Hi ☺️","listText":"Hi ☺️","text":"Hi ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802355150","repostId":"1154964430","repostType":4,"repost":{"id":"1154964430","pubTimestamp":1627698043,"share":"https://ttm.financial/m/news/1154964430?lang=&edition=fundamental","pubTime":"2021-07-31 10:20","market":"us","language":"zh","title":"价值重塑：中概股的估值体系可能会发生变化","url":"https://stock-news.laohu8.com/highlight/detail?id=1154964430","media":" 付鹏的财经世界","summary":"和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同","content":"<p>和外部一些投资机构电话交流后的记录：</p>\n<p>DIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；</p>\n<p>对于教育类中概股的冲击，谈不上是完全没有预期，如果说完全没有预期，要么是中国政策的推出是完全没有征兆的突发的，要么就是投资机构自己内部的Risk管理不到位，中国对于教育类企业的政策在过去的一年里已经是不断地加码的，最近风口浪尖上的新政策，都不是突发性的，基本都是循循渐进有迹可循的；</p>\n<p>对于市场中参与的资金来讲，他的一个大问题是要么完全前期就忽略了这个风险，但我觉得这个对于比较大的资金来说，这种风控失误完全忽略风险的可能性很小，事实上你从这些中概股二级市场表现也能看出来，资金在过去的半年都是在不断的减持的，也就是说，肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓；</p>\n<p>这一点在Q1季度一些资金机构透漏出了的点滴信息来看，也是吻合的，基本上都已经在对于政策作出相应的风控调仓；</p>\n<p>现在的情况其实谈不上媒体所说的国内政策突袭，资本开始不信任等这些因素，现在的调仓的底层逻辑和之前的底层逻辑是不太一样的；</p>\n<p>之前呢，资金认为中国一系列针对互联网垄断，房地产，教育，医疗，甚至是可能的医美，娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压，从资金角度来看这些从严的政策本质上可能会影响到企业的营收，增长性等，但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层，基于这个逻辑，那么早期随着中国政策一点点出台，对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估，但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话，那么你的二级市场定价模式还能延用之前的吗？真的只是做一个简单的修正么？”</p>\n<p>此次教育双减的细节内容让资金们无法淡定的核心，就是这个问题，随着最近的政策不断的深化和完善以后，越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些，深思的是中国是不是玩真的了？如果是玩真的，那核心的问题是，这种假设条件下延申的重要考量就是：整个商业模式的本质是否需要重新审视了？</p>\n<p>如果这个答案是yes的话，那么中概股的调整更重要的是在于，这不是一个简单减仓，他可能要对这一类的资产的定价方式要做一个重要的转变（从一级市场到二级市场），商业模式如果发生巨大的变化了，那整个估值和市值的定价方式就完全是不同的，如果只是一个政策的冲击，你冲击的可能是对盈利的判断，但这个还都在正常的逻辑下，但是如果你的整个商业模式都发生重大的变化了，那你可能甚至是说，整个商业模式在中国的政策目标里未来都转向一个公共服务类，甚至带有一定这个这个公益性质的行业的话，那这可不是一个简单的光盈利预期下修的问题；</p>\n<p>所以，这几天的剧烈下跌，无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应，这和前面的下跌，本质上的原因是有着完全不同的考量，虽然都是风控减仓，但内核是完全不同的；</p>\n<p>对中国目前来讲，穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling，那这样的话，很多的支撑之前估值、市值的商业模式是要发生根本变化的，所以对于资金来说，现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价；</p>","source":"fpdcjsj","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>价值重塑：中概股的估值体系可能会发生变化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n价值重塑：中概股的估值体系可能会发生变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ><strong> 付鹏的财经世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；\n对于教育类中概股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"DIDI":"滴滴(已退市)","EDU":"新东方"},"source_url":"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154964430","content_text":"和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；\n对于教育类中概股的冲击，谈不上是完全没有预期，如果说完全没有预期，要么是中国政策的推出是完全没有征兆的突发的，要么就是投资机构自己内部的Risk管理不到位，中国对于教育类企业的政策在过去的一年里已经是不断地加码的，最近风口浪尖上的新政策，都不是突发性的，基本都是循循渐进有迹可循的；\n对于市场中参与的资金来讲，他的一个大问题是要么完全前期就忽略了这个风险，但我觉得这个对于比较大的资金来说，这种风控失误完全忽略风险的可能性很小，事实上你从这些中概股二级市场表现也能看出来，资金在过去的半年都是在不断的减持的，也就是说，肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓；\n这一点在Q1季度一些资金机构透漏出了的点滴信息来看，也是吻合的，基本上都已经在对于政策作出相应的风控调仓；\n现在的情况其实谈不上媒体所说的国内政策突袭，资本开始不信任等这些因素，现在的调仓的底层逻辑和之前的底层逻辑是不太一样的；\n之前呢，资金认为中国一系列针对互联网垄断，房地产，教育，医疗，甚至是可能的医美，娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压，从资金角度来看这些从严的政策本质上可能会影响到企业的营收，增长性等，但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层，基于这个逻辑，那么早期随着中国政策一点点出台，对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估，但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话，那么你的二级市场定价模式还能延用之前的吗？真的只是做一个简单的修正么？”\n此次教育双减的细节内容让资金们无法淡定的核心，就是这个问题，随着最近的政策不断的深化和完善以后，越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些，深思的是中国是不是玩真的了？如果是玩真的，那核心的问题是，这种假设条件下延申的重要考量就是：整个商业模式的本质是否需要重新审视了？\n如果这个答案是yes的话，那么中概股的调整更重要的是在于，这不是一个简单减仓，他可能要对这一类的资产的定价方式要做一个重要的转变（从一级市场到二级市场），商业模式如果发生巨大的变化了，那整个估值和市值的定价方式就完全是不同的，如果只是一个政策的冲击，你冲击的可能是对盈利的判断，但这个还都在正常的逻辑下，但是如果你的整个商业模式都发生重大的变化了，那你可能甚至是说，整个商业模式在中国的政策目标里未来都转向一个公共服务类，甚至带有一定这个这个公益性质的行业的话，那这可不是一个简单的光盈利预期下修的问题；\n所以，这几天的剧烈下跌，无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应，这和前面的下跌，本质上的原因是有着完全不同的考量，虽然都是风控减仓，但内核是完全不同的；\n对中国目前来讲，穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling，那这样的话，很多的支撑之前估值、市值的商业模式是要发生根本变化的，所以对于资金来说，现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价；","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067127785,"gmtCreate":1652428113647,"gmtModify":1676535099081,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","text":"$老虎证券(TIGR)$good 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luck","images":[{"img":"https://community-static.tradeup.com/news/f85d5e39bd3446236f5cac5142308721","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063627298","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081462323,"gmtCreate":1650267420850,"gmtModify":1676534682668,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","text":"$老虎证券(TIGR)$good 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luck","images":[{"img":"https://community-static.tradeup.com/news/7987afb50fd7124c0db2de056dcd475a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083766456","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005224163,"gmtCreate":1642319724956,"gmtModify":1676533701092,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"Good luck","listText":"Good luck","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005224163","repostId":"1119435888","repostType":4,"repost":{"id":"1119435888","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641877579,"share":"https://ttm.financial/m/news/1119435888?lang=&edition=fundamental","pubTime":"2022-01-11 13:06","market":"sh","language":"zh","title":"提醒：1月17日马丁·路德·金纪念日，美股休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1119435888","media":"老虎资讯综合","summary":"2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金（Martin Luther King, Jr，192","content":"<html><head></head><body><p>2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></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>提醒：1月17日马丁·路德·金纪念日，美股休市一天</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：1月17日马丁·路德·金纪念日，美股休市一天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-11 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}