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冰冰有理

冰冰有理

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2023-10-28

$苹果(AAPL)$ huhu

2022-05-05

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@中国基金报:我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰，堅決克服輕視、無所謂、自以爲是等思想

2022-04-06

$苹果(AAPL)$ ....

2022-02-23

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@MilkTeaBro:Earnings Season-Aztech Global growth strong

2022-01-29

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@Daily_Discussion:🔥[Jan 25th]Share your trades today with others >>

2022-01-09

666,like 👍

老虎点评：腾讯减持SEA，很多人没注意到的2个要点

2022-01-09

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前瞻：美国非农大戏上演！港股、美股周一开市

2022-01-01

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href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>huhu","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>huhu","text":"$苹果(AAPL)$ 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泰勒 **中央政治局常務委員會5月5日召開會議，分析當前新冠肺炎疫情防控形勢，研究部署抓緊抓實疫情防控重點工作。**中央總書記**主持會議並發表重要講話。 其中有這些要點。 1、我們的防控方針是由黨的性質和宗旨決定的，我們的防控政策是經得起歷史檢驗的，我們的防控措施是科學有效的。 2、我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰。 3、疫情的最終走向還存在很大不確定性，遠沒有到可以鬆口氣、歇歇腳的時候。 4、我國是人口大國，老齡人口多，地區發展不平衡，醫療資源總量不足，放鬆防控勢必造成大規模人羣感染、出現大量重症和病亡，經濟社會發展和人民生命安全、身體健康將受到嚴重影響。 5、堅決克服認識不足、準備不足、工作不足等問題，堅決克服輕視、無所謂、自以爲是等思想。 6、堅決同一切歪曲、懷疑、否定我國防疫方針政策的言行作鬥爭。 7、要加快局部聚集性疫情處置，應檢盡檢、應隔盡隔、應收盡收、應治盡治，協調聯動核酸檢測、流調、隔離轉運和社區管控等重點環節，確保感染者和風險人羣及時排查出、管控住。要加強防控能力建設，強化區域協防、省內統籌，把防控的人力物資備足備齊，做好疫情應對準備。 8、加大對病毒變異的研究和防範力度，不搞簡單化、一刀切，同步做好羣衆基本生活保障和生活物資供應，保障好羣衆看病就醫需求。 9、加強信息發佈，主動迴應社會關切，引導廣大羣衆增強責任意識、自我防護意識，自覺承擔防控責任和義務，落實個人、家庭等日常防護措施，推進加強免疫接種工作，築牢羣防羣控防線。 10、克服麻痹思想、厭戰情緒、僥倖心理、鬆勁心態，全面動員、全面部署，以時不我待的精神、分秒必爭的行動抓實抓細疫情防控各項工作。 以下是全文。 原標題：**中央政治局常務委員會召開會議 分析當前新冠肺炎疫情防控形勢 研究部署抓緊抓實疫情防控重點工作 **中央總書記**主持會議 新華社北京5月5日電 **","listText":"中國基金報 泰勒 **中央政治局常務委員會5月5日召開會議，分析當前新冠肺炎疫情防控形勢，研究部署抓緊抓實疫情防控重點工作。**中央總書記**主持會議並發表重要講話。 其中有這些要點。 1、我們的防控方針是由黨的性質和宗旨決定的，我們的防控政策是經得起歷史檢驗的，我們的防控措施是科學有效的。 2、我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰。 3、疫情的最終走向還存在很大不確定性，遠沒有到可以鬆口氣、歇歇腳的時候。 4、我國是人口大國，老齡人口多，地區發展不平衡，醫療資源總量不足，放鬆防控勢必造成大規模人羣感染、出現大量重症和病亡，經濟社會發展和人民生命安全、身體健康將受到嚴重影響。 5、堅決克服認識不足、準備不足、工作不足等問題，堅決克服輕視、無所謂、自以爲是等思想。 6、堅決同一切歪曲、懷疑、否定我國防疫方針政策的言行作鬥爭。 7、要加快局部聚集性疫情處置，應檢盡檢、應隔盡隔、應收盡收、應治盡治，協調聯動核酸檢測、流調、隔離轉運和社區管控等重點環節，確保感染者和風險人羣及時排查出、管控住。要加強防控能力建設，強化區域協防、省內統籌，把防控的人力物資備足備齊，做好疫情應對準備。 8、加大對病毒變異的研究和防範力度，不搞簡單化、一刀切，同步做好羣衆基本生活保障和生活物資供應，保障好羣衆看病就醫需求。 9、加強信息發佈，主動迴應社會關切，引導廣大羣衆增強責任意識、自我防護意識，自覺承擔防控責任和義務，落實個人、家庭等日常防護措施，推進加強免疫接種工作，築牢羣防羣控防線。 10、克服麻痹思想、厭戰情緒、僥倖心理、鬆勁心態，全面動員、全面部署，以時不我待的精神、分秒必爭的行動抓實抓細疫情防控各項工作。 以下是全文。 原標題：**中央政治局常務委員會召開會議 分析當前新冠肺炎疫情防控形勢 研究部署抓緊抓實疫情防控重點工作 **中央總書記**主持會議 新華社北京5月5日電 **","text":"中國基金報 泰勒 **中央政治局常務委員會5月5日召開會議，分析當前新冠肺炎疫情防控形勢，研究部署抓緊抓實疫情防控重點工作。**中央總書記**主持會議並發表重要講話。 其中有這些要點。 1、我們的防控方針是由黨的性質和宗旨決定的，我們的防控政策是經得起歷史檢驗的，我們的防控措施是科學有效的。 2、我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰。 3、疫情的最終走向還存在很大不確定性，遠沒有到可以鬆口氣、歇歇腳的時候。 4、我國是人口大國，老齡人口多，地區發展不平衡，醫療資源總量不足，放鬆防控勢必造成大規模人羣感染、出現大量重症和病亡，經濟社會發展和人民生命安全、身體健康將受到嚴重影響。 5、堅決克服認識不足、準備不足、工作不足等問題，堅決克服輕視、無所謂、自以爲是等思想。 6、堅決同一切歪曲、懷疑、否定我國防疫方針政策的言行作鬥爭。 7、要加快局部聚集性疫情處置，應檢盡檢、應隔盡隔、應收盡收、應治盡治，協調聯動核酸檢測、流調、隔離轉運和社區管控等重點環節，確保感染者和風險人羣及時排查出、管控住。要加強防控能力建設，強化區域協防、省內統籌，把防控的人力物資備足備齊，做好疫情應對準備。 8、加大對病毒變異的研究和防範力度，不搞簡單化、一刀切，同步做好羣衆基本生活保障和生活物資供應，保障好羣衆看病就醫需求。 9、加強信息發佈，主動迴應社會關切，引導廣大羣衆增強責任意識、自我防護意識，自覺承擔防控責任和義務，落實個人、家庭等日常防護措施，推進加強免疫接種工作，築牢羣防羣控防線。 10、克服麻痹思想、厭戰情緒、僥倖心理、鬆勁心態，全面動員、全面部署，以時不我待的精神、分秒必爭的行動抓實抓細疫情防控各項工作。 以下是全文。 原標題：**中央政治局常務委員會召開會議 分析當前新冠肺炎疫情防控形勢 研究部署抓緊抓實疫情防控重點工作 **中央總書記**主持會議 新華社北京5月5日電 **","images":[{"img":"https://static.tigerbbs.com/542615ebd68b4f839e2c91bd5c23b4a1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616678116","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016714580,"gmtCreate":1649237297359,"gmtModify":1676534475410,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>&nbsp;....&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>&nbsp;....&nbsp;","text":"$苹果(AAPL)$ ....","images":[{"img":"https://community-static.tradeup.com/news/e109749d0d7b35e6785be6bd0ef58341","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016714580","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9030306649,"gmtCreate":1645625898281,"gmtModify":1676534046396,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030306649","repostId":"9097488410","repostType":1,"repost":{"id":9097488410,"gmtCreate":1645533003791,"gmtModify":1676534036522,"author":{"id":"3581820976934736","authorId":"3581820976934736","name":"MilkTeaBro","avatar":"https://static.tigerbbs.com/4f96ac4963a3566e7f4d22e78cc23ef9","crmLevel":7,"crmLevelSwitch":1},"themes":[],"title":"Earnings Season-Aztech Global growth strong","htmlText":"Growth Momentum Continued into FY2021.The Group generated free cash flow of $37.1 million for FY2021.Dividend pay-out ratio of 51.9% on Strong FY2021 Financial Performance, proposed 0.05 SGD.Order book remains Strong.Previous Aztech Group was delisted from SGX due to business diversified development failed.&nbsp;Same management Aztech Global IPO last year again, focused on IOT electronic products. From the cash flow and dividend payout, I observed Aztech was doing well and willing to share profits with investors. Everyone can make mistake. Investors may give management a second change. Current P/E=0.915/0.1= 9.15, order book remains strong.<a target=\"_blank\" href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3527667667103859\">@</a>","listText":"Growth Momentum Continued into FY2021.The Group generated free cash flow of $37.1 million for FY2021.Dividend pay-out ratio of 51.9% on Strong FY2021 Financial Performance, proposed 0.05 SGD.Order book remains Strong.Previous Aztech Group was delisted from SGX due to business diversified development failed.&nbsp;Same management Aztech Global IPO last year again, focused on IOT electronic products. From the cash flow and dividend payout, I observed Aztech was doing well and willing to share profits with investors. Everyone can make mistake. Investors may give management a second change. Current P/E=0.915/0.1= 9.15, order book remains strong.<a target=\"_blank\" href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3527667667103859\">@</a>","text":"Growth Momentum Continued into FY2021.The Group generated free cash flow of $37.1 million for FY2021.Dividend pay-out ratio of 51.9% on Strong FY2021 Financial Performance, proposed 0.05 SGD.Order book remains Strong.Previous Aztech Group was delisted from SGX due to business diversified development failed. Same management Aztech Global IPO last year again, focused on IOT electronic products. From the cash flow and dividend payout, I observed Aztech was doing well and willing to share profits with investors. Everyone can make mistake. Investors may give management a second change. Current P/E=0.915/0.1= 9.15, order book remains strong.$Aztech Gbl(8AZ.SI)$ @","images":[{"img":"https://static.itradeup.com/news/cb86b36efefa26b614e0c60093bc2eb7","width":"585","height":"299"},{"img":"https://static.itradeup.com/news/4fc34a1efea066b3fae21e7d51a39181","width":"632","height":"294"},{"img":"https://static.itradeup.com/news/4afdea58f8905a291da8478d40e3c1aa","width":"632","height":"291"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097488410","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093065554,"gmtCreate":1643462431291,"gmtModify":1676533823047,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093065554","repostId":"9090308895","repostType":1,"repost":{"id":9090308895,"gmtCreate":1643074241258,"gmtModify":1676533771632,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🔥[Jan 25th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market  Tiger Community TOP10 Tickers ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to@TigerObserver ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to@WallStreet_Tiger Daily FocusTuesday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&amp;P 500+0.28%, theDow+0.29%, theNasdaq+0.63%, and theRussell 2000+2.29%. Within","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market  Tiger Community TOP10 Tickers ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to@TigerObserver ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to@WallStreet_Tiger Daily FocusTuesday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&amp;P 500+0.28%, theDow+0.29%, theNasdaq+0.63%, and theRussell 2000+2.29%. Within","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. 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Within","images":[{"img":"https://static.tigerbbs.com/4d88973302eced66c7cfae721c56bebb","width":"429","height":"170"},{"img":"https://static.tigerbbs.com/98d1fd6c77488ecc51371eeb466faf58","width":"758","height":"1676"},{"img":"https://static.tigerbbs.com/95205aac330ddc76fef3d55709eea7ea","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090308895","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006628830,"gmtCreate":1641721039516,"gmtModify":1676533642708,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"666,like 👍","listText":"666,like 👍","text":"666,like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006628830","repostId":"1149914474","repostType":2,"repost":{"id":"1149914474","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641348578,"share":"https://www.laohu8.com/m/news/1149914474?lang=&edition=full","pubTime":"2022-01-05 10:09","market":"us","language":"zh","title":"老虎点评：腾讯减持SEA，很多人没注意到的2个要点","url":"https://stock-news.laohu8.com/highlight/detail?id=1149914474","media":"老虎锐评","summary":"盘后小结美股全天震动，收盘小跌，中概股普跌。腾讯减持SEA分析用分股的方式减持了京东不到两周时间，腾讯再度出手减持SEA，该消息拉低整个中概板块。我们先从腾讯的官宣新闻出发，这个官方消息一共有3个要点","content":"<html><head></head><body><p><b>盘后小结</b></p><p>美股全天震动，收盘小跌，中概股普跌。</p><p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>减持SEA分析</b></p><p>用分股的方式减持了<a href=\"https://laohu8.com/S/JD\">京东</a>不到两周时间，腾讯再度出手减持SEA，该消息拉低整个中概板块。我们先从腾讯的官宣新闻出发，这个官方消息一共有3个要点。 </p><p>1，腾讯会减持1,400+万股，持股比例从21.3%下降到18.7%。</p><p>2，腾讯的投票权力会低于10%。</p><p>3，腾讯会将所有B股转换到A股，并结束给Forrest Li的投票权。</p><p>其实很多人没有注意到的，是SEA同时也出了一个官方新闻，一共有2个要点。</p><p>1，SEA的股东大会会修改B股投票权限，从一股3票上升到15票。</p><p>2，Forrest Li的投票权，将在股东大会和腾讯转股之后，达到57%。Forrest Li将会是B股唯一持有人。</p><p>这里有一个背景，就是长期以来，腾讯将自己投票权的一半左右，不可撤销给了Forrest Li。但是因为腾讯将B股转为A股，Forrest Li将不再拥有那些投票。</p><p>现在分析。</p><p>1，和腾讯减持京东不一样，腾讯对SEA更加“留恋”。腾讯对于京东的减持，虽然官宣还是说“will continue to maintain  their mutually  beneficial  business relationship, including  via their  ongoing strategic partnership agreement”，但减持力度非常大，直接从16.9%减持到2.2%，近乎清仓。但是对于SEA，腾讯只减持了一点，从21.3%减持到18.7%，只减持了2.6%，腾讯不情不愿溢于言表。</p><p>2，腾讯和SEA都强调，在腾讯B转A后，并且创始人B股投票权扩大后，腾讯的控制权将低于10%。所以很显然，将控制权降低到10%以内，看上去很像这次小规模减持的目的。我计算了一下，如果腾讯只转股不减持，并且创始人的B股扩大5倍，那么腾讯的投票权会刚刚卡在9.9%。不减持也可以，但小规模减持一下，更像是一种姿态，强调腾讯控制权被降低在10%以内。投资比例不超过10%，像是一道红线。</p><p>3，和京东不一样，SEA的业务并不涉及到中国，也就没有反垄断一说。如果说腾讯减持京东，还有一定的余地（比方说只是认为巨头和巨头联合才有问题），那么减持SEA更像是对巨头系统性的结构更改。不管投资标的是国内企业还是国外企业，巨头持股（控制）比例不能超过10%。从这里想象空间就大了，被腾讯投资超过10%的企业，很有可能都会有类似问题。腾讯愿意战略保留的，会和SEA一样，腾讯尽可能保持股份，投票权卡在10%以内；腾讯不愿意战略保留的，套现或者分家皆有可能。</p><p>最后一个问题，就是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。照理说，国内两大巨头，所面临的问题和风险大多类似。但是我们却只看到一边不停减持各种投资，另一面却没有任何动静，不太相信压力只会压在一个巨头身上，而另一个巨头却全身而退。而且从过去的经验来看，腾讯的业务之外的风险其实更小一些。哪怕是最近腾讯最近一系列的减持，也是说明腾讯更能顺应形势。阿里会怎么样，细思极恐。</p><p><b>大市(美东时间4:00 PM)</b><img src=\"https://static.tigerbbs.com/9d6da9d47e26b63372fefe7078e65e7a\" tg-width=\"686\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><b>公司新闻</b></p><p><b>腾讯(TCEHY)：减持Sea(SE)，持股比例由21.3%降至18.7%，投票权下降至10%以下。</b>腾讯将股票出售价格定在知道价格区间$208至$212的底端，拟通过减持套现不超过$31亿。</p><p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)：将向美国政府提供额外1,000万个疗程的新冠口服治疗以帮助对抗新冠病毒。</b></p><p><b><a href=\"https://laohu8.com/S/TM\">丰田汽车</a>(TM)：2021年美国销量将超<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)，终结后者1931年以来在美领先地位。</b>同时，丰田汽车周一表示将在2025年以前开发自主的汽车软件平台。</p><p><b><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA)：发布用于笔记本电脑的新型GPU芯片。</b>同时，AT&amp;T(T)与英伟达就云游戏领域达成合作协议。</p><p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)：推出第12代笔记本核心芯片，将开始向用户交付ARC图形芯片。</b></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>老虎点评：腾讯减持SEA，很多人没注意到的2个要点</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 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎点评：腾讯减持SEA，很多人没注意到的2个要点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-01-05 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>盘后小结</b></p><p>美股全天震动，收盘小跌，中概股普跌。</p><p><b><a href=\"https://laohu8.com/S/00700\">腾讯</a>减持SEA分析</b></p><p>用分股的方式减持了<a href=\"https://laohu8.com/S/JD\">京东</a>不到两周时间，腾讯再度出手减持SEA，该消息拉低整个中概板块。我们先从腾讯的官宣新闻出发，这个官方消息一共有3个要点。 </p><p>1，腾讯会减持1,400+万股，持股比例从21.3%下降到18.7%。</p><p>2，腾讯的投票权力会低于10%。</p><p>3，腾讯会将所有B股转换到A股，并结束给Forrest Li的投票权。</p><p>其实很多人没有注意到的，是SEA同时也出了一个官方新闻，一共有2个要点。</p><p>1，SEA的股东大会会修改B股投票权限，从一股3票上升到15票。</p><p>2，Forrest Li的投票权，将在股东大会和腾讯转股之后，达到57%。Forrest Li将会是B股唯一持有人。</p><p>这里有一个背景，就是长期以来，腾讯将自己投票权的一半左右，不可撤销给了Forrest Li。但是因为腾讯将B股转为A股，Forrest Li将不再拥有那些投票。</p><p>现在分析。</p><p>1，和腾讯减持京东不一样，腾讯对SEA更加“留恋”。腾讯对于京东的减持，虽然官宣还是说“will continue to maintain  their mutually  beneficial  business relationship, including  via their  ongoing strategic partnership agreement”，但减持力度非常大，直接从16.9%减持到2.2%，近乎清仓。但是对于SEA，腾讯只减持了一点，从21.3%减持到18.7%，只减持了2.6%，腾讯不情不愿溢于言表。</p><p>2，腾讯和SEA都强调，在腾讯B转A后，并且创始人B股投票权扩大后，腾讯的控制权将低于10%。所以很显然，将控制权降低到10%以内，看上去很像这次小规模减持的目的。我计算了一下，如果腾讯只转股不减持，并且创始人的B股扩大5倍，那么腾讯的投票权会刚刚卡在9.9%。不减持也可以，但小规模减持一下，更像是一种姿态，强调腾讯控制权被降低在10%以内。投资比例不超过10%，像是一道红线。</p><p>3，和京东不一样，SEA的业务并不涉及到中国，也就没有反垄断一说。如果说腾讯减持京东，还有一定的余地（比方说只是认为巨头和巨头联合才有问题），那么减持SEA更像是对巨头系统性的结构更改。不管投资标的是国内企业还是国外企业，巨头持股（控制）比例不能超过10%。从这里想象空间就大了，被腾讯投资超过10%的企业，很有可能都会有类似问题。腾讯愿意战略保留的，会和SEA一样，腾讯尽可能保持股份，投票权卡在10%以内；腾讯不愿意战略保留的，套现或者分家皆有可能。</p><p>最后一个问题，就是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。照理说，国内两大巨头，所面临的问题和风险大多类似。但是我们却只看到一边不停减持各种投资，另一面却没有任何动静，不太相信压力只会压在一个巨头身上，而另一个巨头却全身而退。而且从过去的经验来看，腾讯的业务之外的风险其实更小一些。哪怕是最近腾讯最近一系列的减持，也是说明腾讯更能顺应形势。阿里会怎么样，细思极恐。</p><p><b>大市(美东时间4:00 PM)</b><img src=\"https://static.tigerbbs.com/9d6da9d47e26b63372fefe7078e65e7a\" tg-width=\"686\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><b>公司新闻</b></p><p><b>腾讯(TCEHY)：减持Sea(SE)，持股比例由21.3%降至18.7%，投票权下降至10%以下。</b>腾讯将股票出售价格定在知道价格区间$208至$212的底端，拟通过减持套现不超过$31亿。</p><p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)：将向美国政府提供额外1,000万个疗程的新冠口服治疗以帮助对抗新冠病毒。</b></p><p><b><a href=\"https://laohu8.com/S/TM\">丰田汽车</a>(TM)：2021年美国销量将超<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)，终结后者1931年以来在美领先地位。</b>同时，丰田汽车周一表示将在2025年以前开发自主的汽车软件平台。</p><p><b><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA)：发布用于笔记本电脑的新型GPU芯片。</b>同时，AT&amp;T(T)与英伟达就云游戏领域达成合作协议。</p><p><b><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)：推出第12代笔记本核心芯片，将开始向用户交付ARC图形芯片。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"BK1517":"云办公","BK1608":"元宇宙概念",".DJI":"道琼斯","BK1502":"双十一","TCEHY":"腾讯控股ADR","BK1526":"科网股","BK4077":"互动媒体与服务","BK1531":"手游股",".IXIC":"NASDAQ Composite","BK1591":"就地过年概念","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓",".SPX":"S&P 500 Index","BK1095":"互动媒体与服务","BK1586":"云计算","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149914474","content_text":"盘后小结美股全天震动，收盘小跌，中概股普跌。腾讯减持SEA分析用分股的方式减持了京东不到两周时间，腾讯再度出手减持SEA，该消息拉低整个中概板块。我们先从腾讯的官宣新闻出发，这个官方消息一共有3个要点。 1，腾讯会减持1,400+万股，持股比例从21.3%下降到18.7%。2，腾讯的投票权力会低于10%。3，腾讯会将所有B股转换到A股，并结束给Forrest Li的投票权。其实很多人没有注意到的，是SEA同时也出了一个官方新闻，一共有2个要点。1，SEA的股东大会会修改B股投票权限，从一股3票上升到15票。2，Forrest Li的投票权，将在股东大会和腾讯转股之后，达到57%。Forrest Li将会是B股唯一持有人。这里有一个背景，就是长期以来，腾讯将自己投票权的一半左右，不可撤销给了Forrest Li。但是因为腾讯将B股转为A股，Forrest Li将不再拥有那些投票。现在分析。1，和腾讯减持京东不一样，腾讯对SEA更加“留恋”。腾讯对于京东的减持，虽然官宣还是说“will continue to maintain  their mutually  beneficial  business relationship, including  via their  ongoing strategic partnership agreement”，但减持力度非常大，直接从16.9%减持到2.2%，近乎清仓。但是对于SEA，腾讯只减持了一点，从21.3%减持到18.7%，只减持了2.6%，腾讯不情不愿溢于言表。2，腾讯和SEA都强调，在腾讯B转A后，并且创始人B股投票权扩大后，腾讯的控制权将低于10%。所以很显然，将控制权降低到10%以内，看上去很像这次小规模减持的目的。我计算了一下，如果腾讯只转股不减持，并且创始人的B股扩大5倍，那么腾讯的投票权会刚刚卡在9.9%。不减持也可以，但小规模减持一下，更像是一种姿态，强调腾讯控制权被降低在10%以内。投资比例不超过10%，像是一道红线。3，和京东不一样，SEA的业务并不涉及到中国，也就没有反垄断一说。如果说腾讯减持京东，还有一定的余地（比方说只是认为巨头和巨头联合才有问题），那么减持SEA更像是对巨头系统性的结构更改。不管投资标的是国内企业还是国外企业，巨头持股（控制）比例不能超过10%。从这里想象空间就大了，被腾讯投资超过10%的企业，很有可能都会有类似问题。腾讯愿意战略保留的，会和SEA一样，腾讯尽可能保持股份，投票权卡在10%以内；腾讯不愿意战略保留的，套现或者分家皆有可能。最后一个问题，就是阿里巴巴。照理说，国内两大巨头，所面临的问题和风险大多类似。但是我们却只看到一边不停减持各种投资，另一面却没有任何动静，不太相信压力只会压在一个巨头身上，而另一个巨头却全身而退。而且从过去的经验来看，腾讯的业务之外的风险其实更小一些。哪怕是最近腾讯最近一系列的减持，也是说明腾讯更能顺应形势。阿里会怎么样，细思极恐。大市(美东时间4:00 PM)公司新闻腾讯(TCEHY)：减持Sea(SE)，持股比例由21.3%降至18.7%，投票权下降至10%以下。腾讯将股票出售价格定在知道价格区间$208至$212的底端，拟通过减持套现不超过$31亿。辉瑞(PFE)：将向美国政府提供额外1,000万个疗程的新冠口服治疗以帮助对抗新冠病毒。丰田汽车(TM)：2021年美国销量将超通用汽车(GM)，终结后者1931年以来在美领先地位。同时，丰田汽车周一表示将在2025年以前开发自主的汽车软件平台。英伟达(NVDA)：发布用于笔记本电脑的新型GPU芯片。同时，AT&T(T)与英伟达就云游戏领域达成合作协议。英特尔(INTC)：推出第12代笔记本核心芯片，将开始向用户交付ARC图形芯片。","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006628184,"gmtCreate":1641721025875,"gmtModify":1676533642717,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"666,like 👍","listText":"666,like 👍","text":"666,like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006628184","repostId":"1122097379","repostType":2,"repost":{"id":"1122097379","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":1641167896,"share":"https://www.laohu8.com/m/news/1122097379?lang=&edition=full","pubTime":"2022-01-03 07:58","market":"sh","language":"zh","title":"前瞻：美国非农大戏上演！港股、美股周一开市","url":"https://stock-news.laohu8.com/highlight/detail?id=1122097379","media":"老虎资讯综合","summary":"摘要：财经数据方面：中国财新制造业PMI、美国PMI、美国ADP就业数据、美国非农数据等事件方面：AMD 2022产品线上首发会、FOMC货币政策会议纪要、联储主席布拉德发表讲话等新股方面：环龙控股、","content":"<html><head></head><body><p>摘要<b>：</b></p><blockquote>财经数据方面：中国财新制造业PMI、美国PMI、美国ADP就业数据、美国非农数据等</blockquote><blockquote>事件方面：AMD 2022产品线上首发会、FOMC货币政策会议纪要、联储主席布拉德发表讲话等</blockquote><blockquote>新股方面：环龙控股、德盈控股、金力永磁申购结束</blockquote><p><b>1月3日 周一关键词：美国ISM制造业PMI，港股通/沪深股通暂停交易，港股、美股开市</b><img src=\"https://static.tigerbbs.com/778228eec5cc5864b127a25cfcd16f61\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/><b>周一，经济数据方面，</b>投资者可关注<b>美国Markit制造业PMI</b>、以及<b>中国香港零售销售额年率</b>等。<b>重点关注港股及美股开市情况。</b></p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02260\">环龙控股</a>申购结束。</p><p>此外，因元旦假期安排，A股休市，港股通、沪深股通暂停交易<b>。港股、美股正常交易。</b></p><p><b>1月4日 周二关键词：中国财新制造业PMI，美国ISM制造业PMI，AMD 2022产品线上首发会</b><img src=\"https://static.tigerbbs.com/2b0ed2087a3a91258aa795829be5c3ac\" tg-width=\"697\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/><b>周二，财经数据方面，</b>投资者可关注<b>中国财新制造业PMI</b>、以及<b>美国ISM制造业PMI</b>。</p><p>此外，<b><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></b>将举办2022年产品线上首发会，总裁兼CEO苏姿丰博士（Dr. Lisa Su）将在会上重点介绍采用即将推出的AMD锐龙处理器和AMD Radeon显卡的创新和解决方案。</p><p><b>1月5日 周三关键词：小非农ADP就业数据，API原油，EIA原油，Markit服务业PMI</b></p><p><b>周三，</b>美国将公布<b>小非农ADP就业数据</b>。同时，投资者可关注美国<b>当周API原油库存</b>、<b>EIA原油库存</b>、以及<b>美国12月Markit服务业PMI终值</b>等。</p><p><b>此外，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a></b>将参加1月5日-1月8日举办的CES 2022。 英伟达 GeForce 高级副总裁 Jeff Fisher 和英伟达汽车部门副总裁Ali Kani将展示加速计算在设计、仿真、游戏和自动驾驶汽车方面的新突破。</p><p><b>1月6日关键词周四：美国初请失业金、美国ISM非制造业PMI、布拉德</b><img src=\"https://static.tigerbbs.com/3c48f735ec55f74f49fc54a791575f8c\" tg-width=\"697\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><b>周四，全球财经数据方面，中国财新服务业PMI、美国1月1日当周初请失业金人数、美国11月贸易帐、美国11月工厂订单月率</b>等数据将陆续公布<b>。</b></p><p><b>财经事件方面，</b>美联储FOMC将公布<b>货币政策会议纪要</b>。</p><p><b>1月7日 周五关键词：美国非农就业人口，美国12月失业率</b><img src=\"https://static.tigerbbs.com/32067221f0041d5df0bd72f63b76174d\" tg-width=\"697\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/><b>周五，全球财经数据方面，</b>美国将公布<b>12月季调后非农就业人口数据</b>以及<b>12月失业率。</b></p><p><b>财经事件方面，</b>FOMC票委、圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。</p><p><b>新股方面，</b>小黄鸭母公司<b><a href=\"https://laohu8.com/S/02250\">德盈控股</a></b>、<a href=\"https://laohu8.com/S/06680\">金力永磁</a>申购结束。</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>前瞻：美国非农大戏上演！港股、美股周一开市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前瞻：美国非农大戏上演！港股、美股周一开市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-03 07:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摘要<b>：</b></p><blockquote>财经数据方面：中国财新制造业PMI、美国PMI、美国ADP就业数据、美国非农数据等</blockquote><blockquote>事件方面：AMD 2022产品线上首发会、FOMC货币政策会议纪要、联储主席布拉德发表讲话等</blockquote><blockquote>新股方面：环龙控股、德盈控股、金力永磁申购结束</blockquote><p><b>1月3日 周一关键词：美国ISM制造业PMI，港股通/沪深股通暂停交易，港股、美股开市</b><img src=\"https://static.tigerbbs.com/778228eec5cc5864b127a25cfcd16f61\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/><b>周一，经济数据方面，</b>投资者可关注<b>美国Markit制造业PMI</b>、以及<b>中国香港零售销售额年率</b>等。<b>重点关注港股及美股开市情况。</b></p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02260\">环龙控股</a>申购结束。</p><p>此外，因元旦假期安排，A股休市，港股通、沪深股通暂停交易<b>。港股、美股正常交易。</b></p><p><b>1月4日 周二关键词：中国财新制造业PMI，美国ISM制造业PMI，AMD 2022产品线上首发会</b><img src=\"https://static.tigerbbs.com/2b0ed2087a3a91258aa795829be5c3ac\" tg-width=\"697\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/><b>周二，财经数据方面，</b>投资者可关注<b>中国财新制造业PMI</b>、以及<b>美国ISM制造业PMI</b>。</p><p>此外，<b><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></b>将举办2022年产品线上首发会，总裁兼CEO苏姿丰博士（Dr. Lisa Su）将在会上重点介绍采用即将推出的AMD锐龙处理器和AMD Radeon显卡的创新和解决方案。</p><p><b>1月5日 周三关键词：小非农ADP就业数据，API原油，EIA原油，Markit服务业PMI</b></p><p><b>周三，</b>美国将公布<b>小非农ADP就业数据</b>。同时，投资者可关注美国<b>当周API原油库存</b>、<b>EIA原油库存</b>、以及<b>美国12月Markit服务业PMI终值</b>等。</p><p><b>此外，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a></b>将参加1月5日-1月8日举办的CES 2022。 英伟达 GeForce 高级副总裁 Jeff Fisher 和英伟达汽车部门副总裁Ali Kani将展示加速计算在设计、仿真、游戏和自动驾驶汽车方面的新突破。</p><p><b>1月6日关键词周四：美国初请失业金、美国ISM非制造业PMI、布拉德</b><img src=\"https://static.tigerbbs.com/3c48f735ec55f74f49fc54a791575f8c\" tg-width=\"697\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><b>周四，全球财经数据方面，中国财新服务业PMI、美国1月1日当周初请失业金人数、美国11月贸易帐、美国11月工厂订单月率</b>等数据将陆续公布<b>。</b></p><p><b>财经事件方面，</b>美联储FOMC将公布<b>货币政策会议纪要</b>。</p><p><b>1月7日 周五关键词：美国非农就业人口，美国12月失业率</b><img src=\"https://static.tigerbbs.com/32067221f0041d5df0bd72f63b76174d\" tg-width=\"697\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/><b>周五，全球财经数据方面，</b>美国将公布<b>12月季调后非农就业人口数据</b>以及<b>12月失业率。</b></p><p><b>财经事件方面，</b>FOMC票委、圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。</p><p><b>新股方面，</b>小黄鸭母公司<b><a href=\"https://laohu8.com/S/02250\">德盈控股</a></b>、<a href=\"https://laohu8.com/S/06680\">金力永磁</a>申购结束。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF",".SPX":"S&P 500 Index","GLD":"SPDR黄金ETF","IAU":"黄金信托ETF(iShares)","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".DJI":"道琼斯","GDX":"黄金矿业ETF-VanEck",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122097379","content_text":"摘要：财经数据方面：中国财新制造业PMI、美国PMI、美国ADP就业数据、美国非农数据等事件方面：AMD 2022产品线上首发会、FOMC货币政策会议纪要、联储主席布拉德发表讲话等新股方面：环龙控股、德盈控股、金力永磁申购结束1月3日 周一关键词：美国ISM制造业PMI，港股通/沪深股通暂停交易，港股、美股开市周一，经济数据方面，投资者可关注美国Markit制造业PMI、以及中国香港零售销售额年率等。重点关注港股及美股开市情况。新股方面，环龙控股申购结束。此外，因元旦假期安排，A股休市，港股通、沪深股通暂停交易。港股、美股正常交易。1月4日 周二关键词：中国财新制造业PMI，美国ISM制造业PMI，AMD 2022产品线上首发会周二，财经数据方面，投资者可关注中国财新制造业PMI、以及美国ISM制造业PMI。此外，美国超微公司将举办2022年产品线上首发会，总裁兼CEO苏姿丰博士（Dr. Lisa Su）将在会上重点介绍采用即将推出的AMD锐龙处理器和AMD Radeon显卡的创新和解决方案。1月5日 周三关键词：小非农ADP就业数据，API原油，EIA原油，Markit服务业PMI周三，美国将公布小非农ADP就业数据。同时，投资者可关注美国当周API原油库存、EIA原油库存、以及美国12月Markit服务业PMI终值等。此外，英伟达将参加1月5日-1月8日举办的CES 2022。 英伟达 GeForce 高级副总裁 Jeff Fisher 和英伟达汽车部门副总裁Ali Kani将展示加速计算在设计、仿真、游戏和自动驾驶汽车方面的新突破。1月6日关键词周四：美国初请失业金、美国ISM非制造业PMI、布拉德周四，全球财经数据方面，中国财新服务业PMI、美国1月1日当周初请失业金人数、美国11月贸易帐、美国11月工厂订单月率等数据将陆续公布。财经事件方面，美联储FOMC将公布货币政策会议纪要。1月7日 周五关键词：美国非农就业人口，美国12月失业率周五，全球财经数据方面，美国将公布12月季调后非农就业人口数据以及12月失业率。财经事件方面，FOMC票委、圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。新股方面，小黄鸭母公司德盈控股、金力永磁申购结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003498019,"gmtCreate":1641032961246,"gmtModify":1676533566737,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hahahahah","listText":"Hahahahah","text":"Hahahahah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003498019","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":235413215396072,"gmtCreate":1698506765972,"gmtModify":1698506769994,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>huhu","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>huhu","text":"$苹果(AAPL)$ huhu","images":[{"img":"https://community-static.tradeup.com/news/11b5ea00eda867a30bff490c53cbcf7b","width":"1022","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/235413215396072","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9003498019,"gmtCreate":1641032961246,"gmtModify":1676533566737,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hahahahah","listText":"Hahahahah","text":"Hahahahah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003498019","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068600597,"gmtCreate":1651758257919,"gmtModify":1676534963361,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068600597","repostId":"616678116","repostType":1,"repost":{"id":616678116,"gmtCreate":1651756560000,"gmtModify":1676533065197,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰，堅決克服輕視、無所謂、自以爲是等思想","htmlText":"中國基金報 泰勒 **中央政治局常務委員會5月5日召開會議，分析當前新冠肺炎疫情防控形勢，研究部署抓緊抓實疫情防控重點工作。**中央總書記**主持會議並發表重要講話。 其中有這些要點。 1、我們的防控方針是由黨的性質和宗旨決定的，我們的防控政策是經得起歷史檢驗的，我們的防控措施是科學有效的。 2、我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰。 3、疫情的最終走向還存在很大不確定性，遠沒有到可以鬆口氣、歇歇腳的時候。 4、我國是人口大國，老齡人口多，地區發展不平衡，醫療資源總量不足，放鬆防控勢必造成大規模人羣感染、出現大量重症和病亡，經濟社會發展和人民生命安全、身體健康將受到嚴重影響。 5、堅決克服認識不足、準備不足、工作不足等問題，堅決克服輕視、無所謂、自以爲是等思想。 6、堅決同一切歪曲、懷疑、否定我國防疫方針政策的言行作鬥爭。 7、要加快局部聚集性疫情處置，應檢盡檢、應隔盡隔、應收盡收、應治盡治，協調聯動核酸檢測、流調、隔離轉運和社區管控等重點環節，確保感染者和風險人羣及時排查出、管控住。要加強防控能力建設，強化區域協防、省內統籌，把防控的人力物資備足備齊，做好疫情應對準備。 8、加大對病毒變異的研究和防範力度，不搞簡單化、一刀切，同步做好羣衆基本生活保障和生活物資供應，保障好羣衆看病就醫需求。 9、加強信息發佈，主動迴應社會關切，引導廣大羣衆增強責任意識、自我防護意識，自覺承擔防控責任和義務，落實個人、家庭等日常防護措施，推進加強免疫接種工作，築牢羣防羣控防線。 10、克服麻痹思想、厭戰情緒、僥倖心理、鬆勁心態，全面動員、全面部署，以時不我待的精神、分秒必爭的行動抓實抓細疫情防控各項工作。 以下是全文。 原標題：**中央政治局常務委員會召開會議 分析當前新冠肺炎疫情防控形勢 研究部署抓緊抓實疫情防控重點工作 **中央總書記**主持會議 新華社北京5月5日電 **","listText":"中國基金報 泰勒 **中央政治局常務委員會5月5日召開會議，分析當前新冠肺炎疫情防控形勢，研究部署抓緊抓實疫情防控重點工作。**中央總書記**主持會議並發表重要講話。 其中有這些要點。 1、我們的防控方針是由黨的性質和宗旨決定的，我們的防控政策是經得起歷史檢驗的，我們的防控措施是科學有效的。 2、我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰。 3、疫情的最終走向還存在很大不確定性，遠沒有到可以鬆口氣、歇歇腳的時候。 4、我國是人口大國，老齡人口多，地區發展不平衡，醫療資源總量不足，放鬆防控勢必造成大規模人羣感染、出現大量重症和病亡，經濟社會發展和人民生命安全、身體健康將受到嚴重影響。 5、堅決克服認識不足、準備不足、工作不足等問題，堅決克服輕視、無所謂、自以爲是等思想。 6、堅決同一切歪曲、懷疑、否定我國防疫方針政策的言行作鬥爭。 7、要加快局部聚集性疫情處置，應檢盡檢、應隔盡隔、應收盡收、應治盡治，協調聯動核酸檢測、流調、隔離轉運和社區管控等重點環節，確保感染者和風險人羣及時排查出、管控住。要加強防控能力建設，強化區域協防、省內統籌，把防控的人力物資備足備齊，做好疫情應對準備。 8、加大對病毒變異的研究和防範力度，不搞簡單化、一刀切，同步做好羣衆基本生活保障和生活物資供應，保障好羣衆看病就醫需求。 9、加強信息發佈，主動迴應社會關切，引導廣大羣衆增強責任意識、自我防護意識，自覺承擔防控責任和義務，落實個人、家庭等日常防護措施，推進加強免疫接種工作，築牢羣防羣控防線。 10、克服麻痹思想、厭戰情緒、僥倖心理、鬆勁心態，全面動員、全面部署，以時不我待的精神、分秒必爭的行動抓實抓細疫情防控各項工作。 以下是全文。 原標題：**中央政治局常務委員會召開會議 分析當前新冠肺炎疫情防控形勢 研究部署抓緊抓實疫情防控重點工作 **中央總書記**主持會議 新華社北京5月5日電 **","text":"中國基金報 泰勒 **中央政治局常務委員會5月5日召開會議，分析當前新冠肺炎疫情防控形勢，研究部署抓緊抓實疫情防控重點工作。**中央總書記**主持會議並發表重要講話。 其中有這些要點。 1、我們的防控方針是由黨的性質和宗旨決定的，我們的防控政策是經得起歷史檢驗的，我們的防控措施是科學有效的。 2、我們打贏了武漢保衛戰，也一定能夠打贏大上海保衛戰。 3、疫情的最終走向還存在很大不確定性，遠沒有到可以鬆口氣、歇歇腳的時候。 4、我國是人口大國，老齡人口多，地區發展不平衡，醫療資源總量不足，放鬆防控勢必造成大規模人羣感染、出現大量重症和病亡，經濟社會發展和人民生命安全、身體健康將受到嚴重影響。 5、堅決克服認識不足、準備不足、工作不足等問題，堅決克服輕視、無所謂、自以爲是等思想。 6、堅決同一切歪曲、懷疑、否定我國防疫方針政策的言行作鬥爭。 7、要加快局部聚集性疫情處置，應檢盡檢、應隔盡隔、應收盡收、應治盡治，協調聯動核酸檢測、流調、隔離轉運和社區管控等重點環節，確保感染者和風險人羣及時排查出、管控住。要加強防控能力建設，強化區域協防、省內統籌，把防控的人力物資備足備齊，做好疫情應對準備。 8、加大對病毒變異的研究和防範力度，不搞簡單化、一刀切，同步做好羣衆基本生活保障和生活物資供應，保障好羣衆看病就醫需求。 9、加強信息發佈，主動迴應社會關切，引導廣大羣衆增強責任意識、自我防護意識，自覺承擔防控責任和義務，落實個人、家庭等日常防護措施，推進加強免疫接種工作，築牢羣防羣控防線。 10、克服麻痹思想、厭戰情緒、僥倖心理、鬆勁心態，全面動員、全面部署，以時不我待的精神、分秒必爭的行動抓實抓細疫情防控各項工作。 以下是全文。 原標題：**中央政治局常務委員會召開會議 分析當前新冠肺炎疫情防控形勢 研究部署抓緊抓實疫情防控重點工作 **中央總書記**主持會議 新華社北京5月5日電 **","images":[{"img":"https://static.tigerbbs.com/542615ebd68b4f839e2c91bd5c23b4a1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616678116","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030306649,"gmtCreate":1645625898281,"gmtModify":1676534046396,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030306649","repostId":"9097488410","repostType":1,"repost":{"id":9097488410,"gmtCreate":1645533003791,"gmtModify":1676534036522,"author":{"id":"3581820976934736","authorId":"3581820976934736","name":"MilkTeaBro","avatar":"https://static.tigerbbs.com/4f96ac4963a3566e7f4d22e78cc23ef9","crmLevel":7,"crmLevelSwitch":1},"themes":[],"title":"Earnings Season-Aztech Global growth strong","htmlText":"Growth Momentum Continued into FY2021.The Group generated free cash flow of $37.1 million for FY2021.Dividend pay-out ratio of 51.9% on Strong FY2021 Financial Performance, proposed 0.05 SGD.Order book remains Strong.Previous Aztech Group was delisted from SGX due to business diversified development failed.&nbsp;Same management Aztech Global IPO last year again, focused on IOT electronic products. From the cash flow and dividend payout, I observed Aztech was doing well and willing to share profits with investors. Everyone can make mistake. Investors may give management a second change. Current P/E=0.915/0.1= 9.15, order book remains strong.<a target=\"_blank\" href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3527667667103859\">@</a>","listText":"Growth Momentum Continued into FY2021.The Group generated free cash flow of $37.1 million for FY2021.Dividend pay-out ratio of 51.9% on Strong FY2021 Financial Performance, proposed 0.05 SGD.Order book remains Strong.Previous Aztech Group was delisted from SGX due to business diversified development failed.&nbsp;Same management Aztech Global IPO last year again, focused on IOT electronic products. From the cash flow and dividend payout, I observed Aztech was doing well and willing to share profits with investors. Everyone can make mistake. Investors may give management a second change. Current P/E=0.915/0.1= 9.15, order book remains strong.<a target=\"_blank\" href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3527667667103859\">@</a>","text":"Growth Momentum Continued into FY2021.The Group generated free cash flow of $37.1 million for FY2021.Dividend pay-out ratio of 51.9% on Strong FY2021 Financial Performance, proposed 0.05 SGD.Order book remains Strong.Previous Aztech Group was delisted from SGX due to business diversified development failed. Same management Aztech Global IPO last year again, focused on IOT electronic products. From the cash flow and dividend payout, I observed Aztech was doing well and willing to share profits with investors. Everyone can make mistake. Investors may give management a second change. Current P/E=0.915/0.1= 9.15, order book remains strong.$Aztech Gbl(8AZ.SI)$ @","images":[{"img":"https://static.itradeup.com/news/cb86b36efefa26b614e0c60093bc2eb7","width":"585","height":"299"},{"img":"https://static.itradeup.com/news/4fc34a1efea066b3fae21e7d51a39181","width":"632","height":"294"},{"img":"https://static.itradeup.com/news/4afdea58f8905a291da8478d40e3c1aa","width":"632","height":"291"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097488410","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093065554,"gmtCreate":1643462431291,"gmtModify":1676533823047,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093065554","repostId":"9090308895","repostType":1,"repost":{"id":9090308895,"gmtCreate":1643074241258,"gmtModify":1676533771632,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🔥[Jan 25th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market  Tiger Community TOP10 Tickers ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to@TigerObserver ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to@WallStreet_Tiger Daily FocusTuesday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&amp;P 500+0.28%, theDow+0.29%, theNasdaq+0.63%, and theRussell 2000+2.29%. Within","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market  Tiger Community TOP10 Tickers ⭐For The Daily Most Active Stocks in S&amp;P 500, please turn to@TigerObserver ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to@WallStreet_Tiger Daily FocusTuesday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&amp;P 500+0.28%, theDow+0.29%, theNasdaq+0.63%, and theRussell 2000+2.29%. Within","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins as reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Tiger Community TOP10 Tickers ⭐For The Daily Most Active Stocks in S&P 500, please turn to@TigerObserver ⭐For The Top 10 Popular Stcocks on WallStreetBets, Please turn to@WallStreet_Tiger Daily FocusTuesday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&P 500+0.28%, theDow+0.29%, theNasdaq+0.63%, and theRussell 2000+2.29%. Within","images":[{"img":"https://static.tigerbbs.com/4d88973302eced66c7cfae721c56bebb","width":"429","height":"170"},{"img":"https://static.tigerbbs.com/98d1fd6c77488ecc51371eeb466faf58","width":"758","height":"1676"},{"img":"https://static.tigerbbs.com/95205aac330ddc76fef3d55709eea7ea","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090308895","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006628830,"gmtCreate":1641721039516,"gmtModify":1676533642708,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"666,like 👍","listText":"666,like 👍","text":"666,like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006628830","repostId":"1149914474","repostType":2,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006628184,"gmtCreate":1641721025875,"gmtModify":1676533642717,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"666,like 👍","listText":"666,like 👍","text":"666,like 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006628184","repostId":"1122097379","repostType":2,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016714580,"gmtCreate":1649237297359,"gmtModify":1676534475410,"author":{"id":"4104043043997050","authorId":"4104043043997050","name":"冰冰有理","avatar":"https://community-static.tradeup.com/news/e06ce32e6855e303914273ff3c8fd26e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>&nbsp;....&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>&nbsp;....&nbsp;","text":"$苹果(AAPL)$ ....","images":[{"img":"https://community-static.tradeup.com/news/e109749d0d7b35e6785be6bd0ef58341","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016714580","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}