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旷世猛男
旷世猛男
·
2023-04-11
It is sign of all in
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旷世猛男
旷世猛男
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2023-04-07
How next MaYuns are?
Does Li Bin want to become the next Liu Qiangdong?
蔚来和李斌还是那么喜欢赌,下大力气、花大价钱去搏一个自己的未来。
Does Li Bin want to become the next Liu Qiangdong?
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旷世猛男
旷世猛男
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2023-02-21
so?
Faraday Future's pre-market gains extended, with plans to begin production of the FF 91 on March 30.
周二,法拉第未来美股盘前持续走高,截至发稿涨幅超13%。法拉第未来于官网发布公告称,在公司投资人的资金如期到位后,计划于3月30日开始生产FF 91 Futurist。
Faraday Future's pre-market gains extended, with plans to begin production of the FF 91 on March 30.
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旷世猛男
旷世猛男
·
2023-02-20
Buy stock against Goldman Sachs😄
Goldman Sachs is not afraid of adjustments! China's stock index is forecast to gain another 24% this year
中国股市自1月下旬以来的下跌势头即将出现逆转。
Goldman Sachs is not afraid of adjustments! China's stock index is forecast to gain another 24% this year
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旷世猛男
旷世猛男
·
2023-02-17
clear
Wang Yawei's "bottom-fishing trip to the US" exposed: digging local coal and refining local steel.
美股投资重现江湖
Wang Yawei's "bottom-fishing trip to the US" exposed: digging local coal and refining local steel.
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旷世猛男
旷世猛男
·
2023-02-16
It is time to cut
Betting on the Chinese market has become the "most crowded trade" on Wall Street
中国股市仍有进一步的上涨空间。
Betting on the Chinese market has become the "most crowded trade" on Wall Street
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旷世猛男
旷世猛男
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2023-02-16
great fox
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旷世猛男
旷世猛男
·
2023-02-10
he just look down economic of some country
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旷世猛男
旷世猛男
·
2023-02-05
Villa is still there,but owner has been otherplace of the world。
Rich people are selling off their mansions like crazy.
与2021年相比,全国高单价的二手豪宅成交量几乎腰斩,10万/平方米以上的二手豪宅成交量下跌55%,15万/平方米以上的下跌了52%。
Rich people are selling off their mansions like crazy.
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旷世猛男
旷世猛男
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2023-02-02
……
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is sign of all in","listText":"It is sign of all in","text":"It is sign of all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653546461","repostId":"2326931613","repostType":4,"isVote":1,"tweetType":1,"viewCount":4295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653614216,"gmtCreate":1680825060837,"gmtModify":1680825060837,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"How next MaYuns are?","listText":"How next MaYuns are?","text":"How next MaYuns 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future.<br/><br/>The number of battery positions in the new battery swapping stations has increased from 13 to 21, and the daily service capacity of the stations is 30% higher than that of the second-generation stations; Battery swapping time has been reduced to less than 5 minutes; Some third-generation stations will also be equipped with LiDAR and Nvidia chips, which will be provided to sub-brand models such as Alps that do not have intelligent driving features.<br/><br/>Furthermore, the \"shrewd\" Nio even combined supercharging piles and battery swapping stations. According to Shen Fei, Senior Vice President of Nio Energy, an integrated charging and swapping station is equivalent to an investment in a high-voltage system, which is used for both battery swapping and charging.<br/><br/>The configuration is not the most impressive part. Nio’s ambition is reflected in the number of battery swapping stations. This year, it plans to build about 1,000 new third-generation battery swapping stations across the country, of which about 600 will be deployed in urban areas and some will be built in third- and fourth-tier cities.<br/><br/>It's worth noting that since Nio launched its first battery swapping station in 2018, it currently has only about 1,300 stations. 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Li Bin's motto is to advance car manufacturing and power station construction together, and to attract more users through services such as battery swapping.<br/><br/>In its early days, Nio built a competitive advantage by offering free battery swaps and providing an exceptional user experience. To this day, Nio still adheres to the battery swapping model.<br/><br/>According to Shen Fei, more than half of the electricity currently used by Nio car owners comes from battery swapping, and the proportion is still rising.<br/><br/>From the perspective of user service and infrastructure, Nio' approach is somewhat similar to JD.com's back then.<br/><br/>In the e-commerce sector, JD.com also insisted on self-operation and invested heavily in building its own logistics network. Because Liu Qiangdong identified a pain point in demand, he needed to provide high-quality, fast-delivery products.<br/><br/>For a long time, JD.com, whose profits were dragged down by its self-built structure, was heavily criticized. However, in the end, JD.com's business model succeeded, and it gained a foothold in the industry.<br/><br/>The self-operated model also made Liu Qiangdong another e-commerce giant that no one can surpass after Alibaba's Taobao.<br/><br/>Nio insists on building its own battery swapping stations. Once scale barriers are established and user habits are cultivated, it is equivalent to identifying and locking in a group of heavy users. Car owners who upgrade or spread word of mouth will contribute to Nio' sales and further consolidate its market share.<br/><br/>From a user experience perspective, apart from the limited number of stations, battery swapping is currently almost the only way to replenish energy that can be compared to the refueling efficiency of gasoline-powered vehicles.<br/><br/>However, the problem is that, given continued losses, a balance must be struck between heavy investment in battery swapping and sales growth; otherwise, Nio cannot sustain this in the long term.<br/><br/>Based on a conservative estimate of 2 million yuan per station for the 1,000 new battery swapping stations added in Nio this year, at least 2 billion yuan will be needed, not including operating costs.<br/><br/>For Nio, which currently holds 45.5 billion yuan in cash, survival may no longer be a problem, but if the real money spent is not proportional to sales, it will wear down investors' patience.<br/><br/>At the earnings conference, Nio Chairman Li Bin set many goals. 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Only time will tell whether Nio will win or lose this gamble.</p><p></body></html></p>","source":"live_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>Does Li Bin want to become the next Liu Qiangdong?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nDoes Li Bin want to become the next Liu Qiangdong?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-06 21:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author | Chai Xuchen</p><p>Nio and Li Bin still love gambling, putting in a lot of effort and spending a lot of money to fight for their own future.<br/><br/>On March 28, Nio' third-generation battery swapping station made its debut, which is a major weapon that distinguishes it from its competitors and an important bargaining chip in its big bet on the future.<br/><br/>The number of battery positions in the new battery swapping stations has increased from 13 to 21, and the daily service capacity of the stations is 30% higher than that of the second-generation stations; Battery swapping time has been reduced to less than 5 minutes; Some third-generation stations will also be equipped with LiDAR and Nvidia chips, which will be provided to sub-brand models such as Alps that do not have intelligent driving features.<br/><br/>Furthermore, the \"shrewd\" Nio even combined supercharging piles and battery swapping stations. According to Shen Fei, Senior Vice President of Nio Energy, an integrated charging and swapping station is equivalent to an investment in a high-voltage system, which is used for both battery swapping and charging.<br/><br/>The configuration is not the most impressive part. Nio’s ambition is reflected in the number of battery swapping stations. This year, it plans to build about 1,000 new third-generation battery swapping stations across the country, of which about 600 will be deployed in urban areas and some will be built in third- and fourth-tier cities.<br/><br/>It's worth noting that since Nio launched its first battery swapping station in 2018, it currently has only about 1,300 stations. Building 1,000 new ones is equivalent to doubling the number this year.<br/><br/>However, the strategy of building a large number of battery swapping stations inevitably draws skepticism from investors for a car company that is still operating at a loss.<br/><br/>In the fourth quarter of 2022, Nio’s gross profit margin plummeted to 3.9%, and it was only 10.4% for the whole year. Nio' net loss also climbed to 5.786 billion yuan in the quarter, nearly doubling year-on-year.<br/><br/>However, Shen Pei stated frankly that the battery swapping station will definitely not be blamed for this (loss), as the value created by battery swapping is enormous.<br/><br/>The value he refers to is users and sales volume.<br/><br/>Among the heavyweight players in the new energy industry, Nio has always been the one to bet heavily on battery swapping. Li Bin's motto is to advance car manufacturing and power station construction together, and to attract more users through services such as battery swapping.<br/><br/>In its early days, Nio built a competitive advantage by offering free battery swaps and providing an exceptional user experience. To this day, Nio still adheres to the battery swapping model.<br/><br/>According to Shen Fei, more than half of the electricity currently used by Nio car owners comes from battery swapping, and the proportion is still rising.<br/><br/>From the perspective of user service and infrastructure, Nio' approach is somewhat similar to JD.com's back then.<br/><br/>In the e-commerce sector, JD.com also insisted on self-operation and invested heavily in building its own logistics network. Because Liu Qiangdong identified a pain point in demand, he needed to provide high-quality, fast-delivery products.<br/><br/>For a long time, JD.com, whose profits were dragged down by its self-built structure, was heavily criticized. However, in the end, JD.com's business model succeeded, and it gained a foothold in the industry.<br/><br/>The self-operated model also made Liu Qiangdong another e-commerce giant that no one can surpass after Alibaba's Taobao.<br/><br/>Nio insists on building its own battery swapping stations. Once scale barriers are established and user habits are cultivated, it is equivalent to identifying and locking in a group of heavy users. Car owners who upgrade or spread word of mouth will contribute to Nio' sales and further consolidate its market share.<br/><br/>From a user experience perspective, apart from the limited number of stations, battery swapping is currently almost the only way to replenish energy that can be compared to the refueling efficiency of gasoline-powered vehicles.<br/><br/>However, the problem is that, given continued losses, a balance must be struck between heavy investment in battery swapping and sales growth; otherwise, Nio cannot sustain this in the long term.<br/><br/>Based on a conservative estimate of 2 million yuan per station for the 1,000 new battery swapping stations added in Nio this year, at least 2 billion yuan will be needed, not including operating costs.<br/><br/>For Nio, which currently holds 45.5 billion yuan in cash, survival may no longer be a problem, but if the real money spent is not proportional to sales, it will wear down investors' patience.<br/><br/>At the earnings conference, Nio Chairman Li Bin set many goals. In addition to achieving the annual sales target of 240,000 units, Nio also needs to break even in Q4 this year.<br/><br/>Nio, which is gambling heavily on battery swapping, is a bold alternative among emerging forces.<br/><br/>Li Bin also admitted that competitors and peers face many confusions and very difficult choices. “Nio is a startup and has no right to stop and think too much. While ensuring controllable operational risks and improving efficiency, we still believe that we must resolutely invest in long-term, ultimate success.”<br/><br/>Standing in the present moment, no one can know whether Li Bin's choice was right or wrong. Only time will tell whether Nio will win or lose this gamble.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3685870\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9ded59d3040de65d574da08b6c4ab73","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://wallstreetcn.com/articles/3685870","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1182296461","content_text":"作者 | 柴旭晨蔚来和李斌还是那么喜欢赌,下大力气、花大价钱去搏一个自己的未来。3月28日,蔚来第三代换电站首次亮相,这是它区别于同行的大杀器,也是豪赌未来的重要筹码。新的换电站电池仓位数由13个增至21个,单日站点服务能力比二代站高出三成;换电时间缩短至5分钟以内;部分三代站还会装上激光雷达和英伟达的芯片,提供给没有智驾配置的阿尔卑斯等子品牌车型使用。并且“精明”的蔚来还把超充桩和换电站布局在了一起。按照蔚来能源高级副总裁沈斐的说法,充换一体站相当于高压系统投资一次,同时用在换电跟充电。配置还不是最惊人的地方,蔚来的野心体现在铺设的数量上,今年要在全国新建约1000个三代换电站,其中约600座会部署在城区,部分将建在三四线城市。要知道,蔚来自2018年布下首个换电站后,现有的站点也就1300余个,新建1000个相当于今年要翻个倍。然而大量建换电站的策略,对于一家仍在亏损的车企而言,难免招致投资者的质疑。2022年四季度,蔚来的毛利率骤降至 3.9%,全年也仅为10.4%。当季蔚来的净亏损也攀升至57.86 亿元,同比翻了近2倍。但沈裴对此直言,换电站肯定不背这个(亏损)锅,换电创造的价值非常大。他所说的价值就是用户与销量。在新能源产业各个重量级选手中,蔚来一直是豪赌换电的那个,造车与建电站共进,通过换电等服务吸引更多用户,是李斌的信条。早期的蔚来,通过免费换电池,用极致的用户体验建立起了护城河,至今蔚来仍坚持换电这一模式。据沈斐透露,目前蔚来车主补能的电量,有过半都来自换电,并且占比还在不断上升。从用户服务和基建的角度,蔚来的这种打法,有点像当年的京东。在电商领域,京东当年也是坚持自营、重金自建物流。因为刘强东发现了需求痛点,要提供高品质、快速送达的商品。在很长一段时间内,被自建拖累了利润的京东备受质疑,不过最后京东的模式成功了,在业内站稳了脚跟。自营模式也成就了刘强东,成为继阿里淘宝之后又一个没人能超越的电商巨头。蔚来坚持自建换电站,一旦形成规模壁垒,培养了用户习惯,就相当于圈定、锁住了一部分重度用户,车主们换购或者口碑传播,都将给蔚来的销量添砖加瓦,进一步巩固它的市场份额。从用户体验角度出发,除了站点没那么多之外,换电几乎是当下唯一可以与燃油车加油效率相提并论的补能方式。但问题是,在持续亏损的情况下,重金投入换电与销量增长必须取得平衡,否则蔚来无法长期支撑。按照蔚来今年 1000 座新增换电站,单站建设成本 200 万元的保守数字估计,至少需要 20 亿元,这还没算运营成本。对于目前手握 455 亿元现金的蔚来而言,生存或许不再是问题,可花出去的真金白银与销量不成正比的话,却会消磨投资人的耐心。业绩会上,蔚来董事长李斌立了不少FLAG,除了要实现24万台年销目标外,蔚来还要在今年Q4实现盈亏平衡。豪赌换电的蔚来,是新势力中胆大的另类。李斌也坦言,友商同行都有很多困惑,面临非常难的抉择。“蔚来是一家创业公司,没有资格停下来想太多。我们在确保经营风险可控、提升效率的同时,还是认为要坚决为长期的、最后的胜出去投入。”站在当下,没有人能知道李斌的选择是对是错。蔚来的这场赌局胜还是败,只能交给时间去检验。","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624908980,"gmtCreate":1676977838441,"gmtModify":1676977838441,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"so?","listText":"so?","text":"so?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624908980","repostId":"1129103721","repostType":4,"repost":{"id":"1129103721","kind":"news","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":1676975735,"share":"https://ttm.financial/m/news/1129103721?lang=en_US&edition=fundamental","pubTime":"2023-02-21 18:35","market":"us","language":"zh","title":"Faraday Future's pre-market gains extended, with plans to begin production of the FF 91 on March 30.","url":"https://stock-news.laohu8.com/highlight/detail?id=1129103721","media":"老虎资讯综合","summary":"周二,法拉第未来美股盘前持续走高,截至发稿涨幅超13%。法拉第未来于官网发布公告称,在公司投资人的资金如期到位后,计划于3月30日开始生产FF 91 Futurist。","content":"<p><html><head></head><body>On Tuesday, Faraday Future's US stock continued to rise in pre-market trading, with gains exceeding 13% as of press time. Faraday Future announced on its official website that it plans to begin production of the FF 91 Futurist on March 30 after the funds from the company's investors are in place as scheduled.</p><p><img src=\"https://static.tigerbbs.com/7354650e5c37764b6f65a5da05173dfb\" tg-width=\"449\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Faraday Future's pre-market gains extended, with plans to begin production of the FF 91 on March 30.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFaraday Future's pre-market gains extended, with plans to begin production of the FF 91 on March 30.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2023-02-21 18:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, Faraday Future's US stock continued to rise in pre-market trading, with gains exceeding 13% as of press time. Faraday Future announced on its official website that it plans to begin production of the FF 91 Futurist on March 30 after the funds from the company's investors are in place as scheduled.</p><p><img src=\"https://static.tigerbbs.com/7354650e5c37764b6f65a5da05173dfb\" tg-width=\"449\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129103721","content_text":"周二,法拉第未来美股盘前持续走高,截至发稿涨幅超13%。法拉第未来于官网发布公告称,在公司投资人的资金如期到位后,计划于3月30日开始生产FF 91 Futurist。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":3783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625762636,"gmtCreate":1676863290827,"gmtModify":1676863290827,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"Buy stock against Goldman Sachs😄","listText":"Buy stock against Goldman Sachs😄","text":"Buy stock against Goldman Sachs😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625762636","repostId":"1170663535","repostType":4,"repost":{"id":"1170663535","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1676858023,"share":"https://ttm.financial/m/news/1170663535?lang=en_US&edition=fundamental","pubTime":"2023-02-20 09:53","market":"hk","language":"zh","title":"Goldman Sachs is not afraid of adjustments! China's stock index is forecast to gain another 24% this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1170663535","media":"华尔街见闻","summary":"中国股市自1月下旬以来的下跌势头即将出现逆转。","content":"<p><html><head></head><body>Goldman Sachs expects China's stock market to reverse its downward trend since late January, with 24% room to grow by the end of the year as the country's economic recovery boosts corporate earnings sharply. Goldman Sachs sees 24% room for Chinese stocks to grow by the end of the year.</p><p>On Monday local time, Goldman Sachs strategist Kinger Lau and others said in the latest report that the MSCI China Index is likely to reach 85 points by the end of 2023, up about 24% from the current level. China's stock market's decline since late January is about to reverse.</p><p>The strategists wrote:</p><p>The main theme of the (Chinese) stock market will gradually shift from reopening to recovery, and the driver of potential earnings may shift from multiple expansions to earnings growth or cash in. Growth drivers should lean mainly towards the consumer economy, with services still operating significantly below pre-pandemic levels in 2019, they added.</p><p>On February 10th, Goldman Sachs economists Joseph Briggs and Devesh Kodnani raised China's economic growth forecast in their latest report.<b>China's economy is expected to grow at an average rate of 6.5% in the four quarters of 2023, significantly higher than the 5.5% forecast at the end of November last year.</b></p><p>Goldman Sachs also believes,<b>The accelerated recovery of China's economy will also boost global economic growth. By the end of 2023, the global economy will grow by 1 percentage point more, driven by the accelerated recovery of China's economy and the recovery of domestic demand.</b></p><p>Goldman Sachs pointed out in the report that China's economy will have a direct positive impact on global economic growth through three channels: domestic demand, international travel demand and commodity demand. It is expected that China's domestic demand will increase by 5% this year, driving the GDP growth rate of some economies in the Asia-Pacific region to increase by about 0.4 percentage points; The gradual recovery of China's foreign service demand, especially outbound tourism, will boost the economy of destination countries; In addition, China's economy accelerated recovery or boosted international commodity demand and prices. China's oil demand could rebound by 1 million barrels a day, or send the price of Brent oil up about another $15 a barrel.</p><p>In addition to Goldman Sachs, many foreign institutions have been optimistic about China's growth prospects before.</p><p>Earlier this month, Fitch Ratings said in a revised forecast that China's economy would grow 5% in 2023, well above the 4.1% forecast in December. According to Fitch's Brian Coulton research team, \"[China's] rapid rebound from the COVID-19 shock means that economic activity in the first half of 2023 is stronger than we predicted.\"</p><p>Fitch noted that the upward revision was based on \"evidence that consumption and economic activity are recovering faster than initially anticipated,\" in addition to China's latest PMI data showing further economic growth.</p><p>The data shows that since November 7, 2022, northbound funds have had a net inflow into A shares for 13 consecutive weeks. From January 16 to January 20, 2023, the week with the largest net inflow of A shares reached 48.513 billion yuan. From the monthly data, since February, the net inflow of northbound funds into A shares was 8.354 billion yuan, while the net inflow in January reached 141.29 billion yuan. This can be said to be the best proof that foreign investment is optimistic about China.</p><p></body></html></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>Goldman Sachs is not afraid of adjustments! China's stock index is forecast to gain another 24% this year</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nGoldman Sachs is not afraid of adjustments! China's stock index is forecast to gain another 24% this year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-02-20 09:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs expects China's stock market to reverse its downward trend since late January, with 24% room to grow by the end of the year as the country's economic recovery boosts corporate earnings sharply. Goldman Sachs sees 24% room for Chinese stocks to grow by the end of the year.</p><p>On Monday local time, Goldman Sachs strategist Kinger Lau and others said in the latest report that the MSCI China Index is likely to reach 85 points by the end of 2023, up about 24% from the current level. China's stock market's decline since late January is about to reverse.</p><p>The strategists wrote:</p><p>The main theme of the (Chinese) stock market will gradually shift from reopening to recovery, and the driver of potential earnings may shift from multiple expansions to earnings growth or cash in. Growth drivers should lean mainly towards the consumer economy, with services still operating significantly below pre-pandemic levels in 2019, they added.</p><p>On February 10th, Goldman Sachs economists Joseph Briggs and Devesh Kodnani raised China's economic growth forecast in their latest report.<b>China's economy is expected to grow at an average rate of 6.5% in the four quarters of 2023, significantly higher than the 5.5% forecast at the end of November last year.</b></p><p>Goldman Sachs also believes,<b>The accelerated recovery of China's economy will also boost global economic growth. By the end of 2023, the global economy will grow by 1 percentage point more, driven by the accelerated recovery of China's economy and the recovery of domestic demand.</b></p><p>Goldman Sachs pointed out in the report that China's economy will have a direct positive impact on global economic growth through three channels: domestic demand, international travel demand and commodity demand. It is expected that China's domestic demand will increase by 5% this year, driving the GDP growth rate of some economies in the Asia-Pacific region to increase by about 0.4 percentage points; The gradual recovery of China's foreign service demand, especially outbound tourism, will boost the economy of destination countries; In addition, China's economy accelerated recovery or boosted international commodity demand and prices. China's oil demand could rebound by 1 million barrels a day, or send the price of Brent oil up about another $15 a barrel.</p><p>In addition to Goldman Sachs, many foreign institutions have been optimistic about China's growth prospects before.</p><p>Earlier this month, Fitch Ratings said in a revised forecast that China's economy would grow 5% in 2023, well above the 4.1% forecast in December. According to Fitch's Brian Coulton research team, \"[China's] rapid rebound from the COVID-19 shock means that economic activity in the first half of 2023 is stronger than we predicted.\"</p><p>Fitch noted that the upward revision was based on \"evidence that consumption and economic activity are recovering faster than initially anticipated,\" in addition to China's latest PMI data showing further economic growth.</p><p>The data shows that since November 7, 2022, northbound funds have had a net inflow into A shares for 13 consecutive weeks. From January 16 to January 20, 2023, the week with the largest net inflow of A shares reached 48.513 billion yuan. From the monthly data, since February, the net inflow of northbound funds into A shares was 8.354 billion yuan, while the net inflow in January reached 141.29 billion yuan. This can be said to be the best proof that foreign investment is optimistic about China.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170663535","content_text":"高盛预计,随着中国经济复苏推动企业盈利大幅增长,中国股市自1月下旬以来的下跌势头即将出现逆转,在年底前还有24%的增长空间。高盛认为中国股市在年底前还有24%的增长空间。当地时间周一,高盛策略师 Kinger Lau 等在最新报告中表示,MSCI中国指数有可能在2023年底前达到85点,较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。策略师们写道:(中国)股市的主要主题将逐渐从重新开放转向复苏,潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。他们补充称,增长动力应主要倾向于消费经济,服务业的运行仍明显低于2019年疫情前的水平。在2月10日,高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期,预计2023年中国四个季度经济平均增速6.5%,显著高于去年11月底预测的5.5%。高盛还认为,中国经济加快恢复还将提振全球经济增长。到2023年年底,在中国经济加快恢复与内需复苏的推动下,全球经济将多增长1个百分点。高盛在该报告中指出,中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%,带动部分亚太地区经济体的GDP增速提升约0.4个百分点;中国对外服务需求逐渐复苏,尤其是出境旅游,将提振出游目的国经济;此外,中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶,或令布油价格每桶再上涨约15美元。除了高盛外,多家外资机构此前纷纷看好中国的增长前景。本月初,惠誉评级在修正后的预测中表示,2023年中国经济将增长5%,远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为:“(中国)从新冠冲击中迅速反弹,意味着2023年上半年的经济活动要比我们预测的强。”惠誉指出,上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”,此外,中国最新的PMI数据显示,中国经济将进一步增长。数据显示,自2022年11月7日以来,北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周,金额达到485.13亿元。从月度数据来看,2月以来,北向资金净流入A股83.54亿元,而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":4148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625557717,"gmtCreate":1676602825240,"gmtModify":1676602825240,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"clear","listText":"clear","text":"clear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625557717","repostId":"2312942929","repostType":4,"repost":{"id":"2312942929","kind":"highlight","pubTimestamp":1676595823,"share":"https://ttm.financial/m/news/2312942929?lang=en_US&edition=fundamental","pubTime":"2023-02-17 09:03","market":"hk","language":"zh","title":"Wang Yawei's \"bottom-fishing trip to the US\" exposed: digging local coal and refining local steel.","url":"https://stock-news.laohu8.com/highlight/detail?id=2312942929","media":"华尔街见闻","summary":"美股投资重现江湖","content":"<p><html><head></head><body>Wang Yawei, a former big shot in the public offering industry and the \"fund king,\" has been keeping a low profile in the A-share market for many years.</p><p>Who would have thought that his investments in US stocks would \"blossom and bear fruit\"?</p><p>According to the latest U.S. SEC announcement, Wang Yawei's hedge fund, Gold TOP ACE AM, has recently made a major move in the U.S. stock market, heavily investing in overseas steel and coal stocks, and also investing in cryptocurrency companies.</p><p>Such investment moves not only refreshed the industry's \"expectations\" for Wang Yawei, but also sparked outside interest in Wang Yawei's previously uncertain private equity career.</p><p>Although the top fund manager is no longer in the public fund industry, his \"legend\" has spread across the river.</p><p><b>Already planned</b></p><p>Wang Yawei's voice has been exceptionally low in recent years, leading people to mistakenly believe that he and his Qianhe Investment are no longer as prosperous as they once were.</p><p>But in fact, his investment strategy and dedication are quite profound.</p><p>Back in 2012, Wang Yawei's \"first year of going private,\" he simultaneously established a hedge fund in Hong Kong. TOP ACE ASSET MANAGEMENT.</p><p>At the time, some people pointed out that Wang Yawei was \"ambitious\" in offshore investment, and that \"TOP ACE\" meant \"TOP ACE\".</p><p>However, Wang Yawei has rarely made public appearances. The last time this hedge fund exposed its investments was in 2016, when several of Wang's top holdings included new energy stocks!</p><p><b>This investment acumen, as seen this time, is astonishing.</b></p><p><b>Overseas investment nears one billion</b></p><p>Since 2016, Wang Yawei's overseas investments have disappeared without a trace, and he has only reappeared six years later.</p><p>Recently, Wang Yawei reappeared in the US market, targeting a number of \"old assets\".</p><p>According to relevant announcements, TOP ACE recently disclosed its holdings at the end of last year. The disclosure documents show that:<b>TOP ACE Asset Management's latest US stock holdings have reached a market value of $136 million, approaching one billion RMB.</b></p><p>This hedge fund holds 40 U.S. stocks, with the top ten holdings accounting for 68% of the total market capitalization, indicating a high degree of concentration.<img src=\"https://static.tigerbbs.com/b0f6a89e705f7bf410cec681ea2cadda\" tg-width=\"865\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>Attacking \"old assets\"</b></p><p>Specifically, the TOP six weighted stocks of TOP ACE Asset Management are all steel and coal stocks.</p><p>Clearly, Wang Yawei is determined to \"buy at the bottom\" of ferrous metal and ore resources overseas.</p><p>Specifically, Wang Yawei's strategy is as follows:</p><p>The top holding stock is<b>ALPHA METALLURGICAL RESOURCE</b>It owns several large coal mines in the United States, mainly producing coking coal for steel companies and thermal coal for power generation. The stock price has doubled in the past year, with a recent P/E of 2.16. (Data source: Third party, not proofread, the same below)<img src=\"https://static.tigerbbs.com/ba93268cab29a5619a78e147c572dc0c\" tg-width=\"865\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/>Second largest holding<b>ARCH RESOURCES</b>It is also a metallurgical and coking coal producer, and the company claims to supply coking coal and thermal coal worldwide. The latest P/E is 2.98 times, representing a 50% increase over the past year.</p><p>The third largest holding is<b><a href=\"https://laohu8.com/S/X\">American Steel</a>company</b>(<b>UNITED STATES STL CORP.</b>) is the company founded by the famous steel magnate Andrew Carnegie. The latest P/E is 3.25 times, representing a 20% increase over the past year.</p><p>The fourth to sixth largest holdings after that were:</p><p><b>Global steel giant ARCELORMITTAL,</b></p><p><b>The world's third largest aluminum producer<a href=\"https://laohu8.com/S/AA\">Alcoa</a>ALCOA CORP.,</b></p><p><b>PEABODY ENERGY CORP., a major coal company in the United States and Australia.</b></p><p>The aforementioned companies share the common characteristics of extremely low valuations and distinct core businesses.</p><p><b>Incidentally, they are developing \"new assets\".</b></p><p>Starting with his seventh largest holding, Wang Yawei's portfolio began to \"take off,\" with various investment directions emerging.</p><p>For example, the seventh largest holding<b>Piedmont Lithium Mining Company (<a href=\"https://laohu8.com/S/PLL.AU\">Piedmont Lithium</a>)</b>This is an Australian mining company whose main business is lithium mining.</p><p>The eighth largest holdings are Chinese concept stocks.<b>Fog Core Technology</b>E-cigarette companies are also rare Chinese concept stocks that Wang Yawei bought at the bottom of the US stock market.</p><p>The ninth largest holding, the leading company in US car rental<b><a href=\"https://laohu8.com/S/CAR\">Avis</a>Avis Budget</b>。</p><p>The tenth largest holding is a<b>Cryptocurrency exchanges</b>。</p><p><b>After firmly buying undervalued coal mines and steel at the bottom, Wang Yawei also placed bets in new energy, overseas consumption, e-cigarettes, and virtual currencies.</b></p><p>Furthermore, although Wang Yawei has acquired 40 domestic companies in the United States, there are few well-known \"big-name companies\".<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Facebook,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Not in the holdings, \"only\" one big-name company is...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。</p><p><b>Overseas team lineup</b></p><p>How are these companies invested and managed?</p><p>This is probably something the market is highly concerned about, as Zishitang has pieced together some information about Wang Yawei's overseas team through publicly available information.</p><p>Public information shows that the signatory of TOP ACE's disclosure documents in the United States is \"Siu Wah CHUNG\", also known as Zhong Zhaohua, who joined TOP ACE Asset Management in 2015.</p><p>In addition, the team members include Zhang Yongkang, Cecilia Hsu, Luo Yiwen, Deng Zhengxing, Wang Yawei, Wang Jiahui, Yang Junxian, and others.</p><p>Among them, those with management functions are Wang Yawei, Zhang Yongkang, Zhong Zhaohua, and Yang Junxian.<img src=\"https://static.tigerbbs.com/650c3789e971bf63d6b2efa3c4cd6895\" tg-width=\"865\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Industry sources also indicate that Zhong Zhaohua may be TOPACE's chief investment officer, having previously worked at Citibank.</p><p></body></html></p>","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\" />\n<title>Wang Yawei's \"bottom-fishing trip to the US\" exposed: digging local coal and refining local steel.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nWang Yawei's \"bottom-fishing trip to the US\" exposed: digging local coal and refining local steel.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-17 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Wang Yawei, a former big shot in the public offering industry and the \"fund king,\" has been keeping a low profile in the A-share market for many years.</p><p>Who would have thought that his investments in US stocks would \"blossom and bear fruit\"?</p><p>According to the latest U.S. SEC announcement, Wang Yawei's hedge fund, Gold TOP ACE AM, has recently made a major move in the U.S. stock market, heavily investing in overseas steel and coal stocks, and also investing in cryptocurrency companies.</p><p>Such investment moves not only refreshed the industry's \"expectations\" for Wang Yawei, but also sparked outside interest in Wang Yawei's previously uncertain private equity career.</p><p>Although the top fund manager is no longer in the public fund industry, his \"legend\" has spread across the river.</p><p><b>Already planned</b></p><p>Wang Yawei's voice has been exceptionally low in recent years, leading people to mistakenly believe that he and his Qianhe Investment are no longer as prosperous as they once were.</p><p>But in fact, his investment strategy and dedication are quite profound.</p><p>Back in 2012, Wang Yawei's \"first year of going private,\" he simultaneously established a hedge fund in Hong Kong. TOP ACE ASSET MANAGEMENT.</p><p>At the time, some people pointed out that Wang Yawei was \"ambitious\" in offshore investment, and that \"TOP ACE\" meant \"TOP ACE\".</p><p>However, Wang Yawei has rarely made public appearances. The last time this hedge fund exposed its investments was in 2016, when several of Wang's top holdings included new energy stocks!</p><p><b>This investment acumen, as seen this time, is astonishing.</b></p><p><b>Overseas investment nears one billion</b></p><p>Since 2016, Wang Yawei's overseas investments have disappeared without a trace, and he has only reappeared six years later.</p><p>Recently, Wang Yawei reappeared in the US market, targeting a number of \"old assets\".</p><p>According to relevant announcements, TOP ACE recently disclosed its holdings at the end of last year. The disclosure documents show that:<b>TOP ACE Asset Management's latest US stock holdings have reached a market value of $136 million, approaching one billion RMB.</b></p><p>This hedge fund holds 40 U.S. stocks, with the top ten holdings accounting for 68% of the total market capitalization, indicating a high degree of concentration.<img src=\"https://static.tigerbbs.com/b0f6a89e705f7bf410cec681ea2cadda\" tg-width=\"865\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>Attacking \"old assets\"</b></p><p>Specifically, the TOP six weighted stocks of TOP ACE Asset Management are all steel and coal stocks.</p><p>Clearly, Wang Yawei is determined to \"buy at the bottom\" of ferrous metal and ore resources overseas.</p><p>Specifically, Wang Yawei's strategy is as follows:</p><p>The top holding stock is<b>ALPHA METALLURGICAL RESOURCE</b>It owns several large coal mines in the United States, mainly producing coking coal for steel companies and thermal coal for power generation. The stock price has doubled in the past year, with a recent P/E of 2.16. (Data source: Third party, not proofread, the same below)<img src=\"https://static.tigerbbs.com/ba93268cab29a5619a78e147c572dc0c\" tg-width=\"865\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/>Second largest holding<b>ARCH RESOURCES</b>It is also a metallurgical and coking coal producer, and the company claims to supply coking coal and thermal coal worldwide. The latest P/E is 2.98 times, representing a 50% increase over the past year.</p><p>The third largest holding is<b><a href=\"https://laohu8.com/S/X\">American Steel</a>company</b>(<b>UNITED STATES STL CORP.</b>) is the company founded by the famous steel magnate Andrew Carnegie. The latest P/E is 3.25 times, representing a 20% increase over the past year.</p><p>The fourth to sixth largest holdings after that were:</p><p><b>Global steel giant ARCELORMITTAL,</b></p><p><b>The world's third largest aluminum producer<a href=\"https://laohu8.com/S/AA\">Alcoa</a>ALCOA CORP.,</b></p><p><b>PEABODY ENERGY CORP., a major coal company in the United States and Australia.</b></p><p>The aforementioned companies share the common characteristics of extremely low valuations and distinct core businesses.</p><p><b>Incidentally, they are developing \"new assets\".</b></p><p>Starting with his seventh largest holding, Wang Yawei's portfolio began to \"take off,\" with various investment directions emerging.</p><p>For example, the seventh largest holding<b>Piedmont Lithium Mining Company (<a href=\"https://laohu8.com/S/PLL.AU\">Piedmont Lithium</a>)</b>This is an Australian mining company whose main business is lithium mining.</p><p>The eighth largest holdings are Chinese concept stocks.<b>Fog Core Technology</b>E-cigarette companies are also rare Chinese concept stocks that Wang Yawei bought at the bottom of the US stock market.</p><p>The ninth largest holding, the leading company in US car rental<b><a href=\"https://laohu8.com/S/CAR\">Avis</a>Avis Budget</b>。</p><p>The tenth largest holding is a<b>Cryptocurrency exchanges</b>。</p><p><b>After firmly buying undervalued coal mines and steel at the bottom, Wang Yawei also placed bets in new energy, overseas consumption, e-cigarettes, and virtual currencies.</b></p><p>Furthermore, although Wang Yawei has acquired 40 domestic companies in the United States, there are few well-known \"big-name companies\".<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Facebook,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Not in the holdings, \"only\" one big-name company is...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。</p><p><b>Overseas team lineup</b></p><p>How are these companies invested and managed?</p><p>This is probably something the market is highly concerned about, as Zishitang has pieced together some information about Wang Yawei's overseas team through publicly available information.</p><p>Public information shows that the signatory of TOP ACE's disclosure documents in the United States is \"Siu Wah CHUNG\", also known as Zhong Zhaohua, who joined TOP ACE Asset Management in 2015.</p><p>In addition, the team members include Zhang Yongkang, Cecilia Hsu, Luo Yiwen, Deng Zhengxing, Wang Yawei, Wang Jiahui, Yang Junxian, and others.</p><p>Among them, those with management functions are Wang Yawei, Zhang Yongkang, Zhong Zhaohua, and Yang Junxian.<img src=\"https://static.tigerbbs.com/650c3789e971bf63d6b2efa3c4cd6895\" tg-width=\"865\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Industry sources also indicate that Zhong Zhaohua may be TOPACE's chief investment officer, having previously worked at Citibank.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3682131\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc971725263c2b592c0a61596e6e30ad","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3682131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312942929","content_text":"美股投资重现江湖公募业曾经的大佬、“基金一哥”王亚伟,在A股市场上已经低调多年。谁又能想到,他在美股投资上却“开花结果”。根据最新的美国SEC公告,王亚伟旗下的对冲基金金TOP ACE AM,最新在美股大举出击,重仓出击海外的钢铁和煤炭股,此外亦涉足虚拟币类公司投资。这样的投资手笔,不仅刷新了业内对王亚伟的“预期”,亦让外界对“雾里看花”的王亚伟私募生涯兴趣顿生。一哥虽已不在公募的“江湖”,但隔岸却传来的哥的“传说”。早有布局王亚伟近年的声量格外低沉,让人误以为他和他的千合投资已不复当年盛勇。但其实,他在投资上的布局和用心相当深远。早在2012年,王亚伟的“奔私元年”,他就同时在香港了成立对冲基金TOP ACE ASSET MANAGEMENT。当时就有人指出,王亚伟对离岸投资“雄心勃勃”,TOP ACE的寓意是“顶级王牌”。然而,王亚伟“亮牌”的次数极少,上一次这家对冲基金曝光投资是2016年,其时,老王的前几大重仓股有多只新能源股!这份投资嗅觉,如今回看令人咋舌。海外投资近十亿自2016年后,王亚伟的海外投资就不见“踪迹”,再次现身已是六年后。日前,王亚伟再次现身美国市场,瞄准的却是一批“旧资产”。根据相关公告,TOP ACE日前披露了去年末的持仓明细。披露文件显示:TOP ACE资管最新美股持仓市值达到1.36亿美元,接近十亿人民币。这家对冲基金持有40只美国股票,位列前十大持仓的股票总市值占总持仓市值的68%,集中度较高。出击“旧资产”具体来看,TOP ACE资管公司的前六大权重股,均为钢铁和煤炭股。显然,王亚伟铁了心要在海外“抄底”黑色金属和矿石资源。具体来看,王亚伟的布局如下:头号重仓股是ALPHA METALLURGICAL RESOURCE,拥有多个美国当地的大型煤矿,主要生产钢铁企业用的焦煤,和发电用的动力煤。该股过去一年股价翻倍,最新市盈率2.16倍。(数据来源第三方,未校对,下同)第二大重仓股ARCH RESOURCES,也是一家冶金和炼焦煤生产商,公司号称向全球提供焦煤和动力煤。最新市盈率2.98倍,过去一年涨幅50%。第三大重仓股是美国钢铁公司(UNITED STATES STL CORP),就是那个著名钢铁大王卡内基安德鲁·卡内基创办的公司。最新市盈率3.25倍,过去一年涨幅20%。此后的第四~第六大重仓股分别是:全球钢铁巨头安塞乐米塔尔(ARCELORMITTAL)、全球第三大铝材生产商美国铝业公司(ALCOA CORP)、美澳的重要煤炭公司皮博迪能源公司(PEABODY ENERGY CORP)。上述公司的共同特点是估值极低,主业鲜明。顺带布局“新资产”从第七大重仓股开始,王亚伟的持仓组合开始“放飞”,出现各种投资的方向。比如第七大重仓股皮埃蒙特锂矿公司(Piedmont Lithium),这是一家澳大利亚矿业公司,主业是开采锂矿。第八大重仓股是中概股雾芯科技,电子烟企业,也是王亚伟抄底美股中少见的中概股。第九大重仓股美国汽车租赁的龙头公司安飞士百捷(Avis Budget)。第十大重仓股是一家加密货币交易所。在坚定抄底低估值煤矿和钢铁后,王亚伟顺带着在新能源、海外消费、电子烟和虚拟货币里下了注。此外,尽管王亚伟买入40家美国本土公司,但少见耳熟能详的“大牌公司”,苹果、脸书、亚马逊、微软并不在持仓中,“仅”有的一家大牌公司是特斯拉。海外团队阵容这批公司是如何投资管理的?这想必也是市场高度关心的,资事堂通过公开信息拼凑出王亚伟海外团队的些许情况。公开信息显示:TOP ACE在美国披露文件中的签字人为“Siu Wah CHUNG”,即钟兆华,2015年加入TOP ACE资管公司。此外团队人员还包括张永康、许柏芝、罗怡雯、邓正行、王亚伟、王家辉、杨俊贤等。其中有管理职能的是王亚伟、张永康、钟兆华和杨俊贤。业内的信息还显示,钟兆华或是TOPACE的首席投资官,早期在花旗银行任职过。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625580944,"gmtCreate":1676558604789,"gmtModify":1676558604789,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"It is time to cut","listText":"It is time to cut","text":"It is time to cut","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625580944","repostId":"1166103895","repostType":4,"repost":{"id":"1166103895","kind":"news","pubTimestamp":1676526612,"share":"https://ttm.financial/m/news/1166103895?lang=en_US&edition=fundamental","pubTime":"2023-02-16 13:50","market":"us","language":"zh","title":"Betting on the Chinese market has become the \"most crowded trade\" on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1166103895","media":"华尔街见闻","summary":"中国股市仍有进一步的上涨空间。","content":"<p><html><head></head><body><b>Investor optimism about China's economic outlook is growing. Strategists believe there is still room for further upside in Chinese stocks.</b>Bets on Chinese markets have become Wall Street's \"most crowded trade\" as investors turn to Chinese markets and emerging market stocks.</p><p>On Wednesday, a monthly Bank of America survey of 262 fund managers showed that,<b>In February, global fund managers increased their equity allocations to emerging markets, including China, for the third month in a row</b>。<b>More than 20% of fund managers believe that \"long China\" has become the \"most crowded trade\" in the market, the first time since the survey began in 1985.</b></p><p>Since early November last year, China's adjustment and optimisation of pandemic-related measures has significantly boosted sentiment, with blue-chip stocks on the Shanghai Stock Exchange already up 14%. Foreign investors also actively participated in the Chinese market, with net purchases of domestic Chinese stocks of $27.7 billion in January, a record high in a single month.</p><p>The survey also found that 46% of fund managers adjusted their allocation to emerging market equities to \"overweight\" in February this year. This was helped by increased investor optimism about China's economic outlook and confidence that the dollar rally has peaked.</p><p>According to strategists,<b>There is still room for further upside in Chinese stocks. Société Générale estimates that the average P/E of companies listed on the Shanghai Stock Exchange this year is 11.6 times, with expected earnings growth of 18.8%; While the average P/E in emerging markets is 12.4 times, earnings are expected to grow by 6.7%.</b></p><p>Pramol Dhawan, managing director of US fund manager Pacific Investment Management (Pimco), said emerging markets were undervalued compared to history and were \"undervalued\" as an asset class following a massive investor withdrawal in 2022.</p><p>Robert Buckland, chief global equity strategist at Citigroup, believes cash-rich Middle East sovereign wealth funds could also drive Chinese stocks:</p><p>Given that the purchasing power of energy producers has risen significantly in financial markets, now is a good time for them to invest in that wealth. Petrodollar investors will use their wealth to solidify long-term economic and business relationships, especially with other emerging markets.<b>But fund managers also believe that trading has been \"worryingly hot\"-Chinese stocks are growing in popularity and it's hard to believe that market enthusiasm will continue unabated.</b></p><p>More than two-thirds of respondents noted that they believe China's reopening could push up global inflation, with the biggest tail risk for fund managers being that inflation will stubbornly remain elevated for longer.</p><p>Michael Hartnett, chief investment strategist at Bank of America Global Research, said:</p><p>The reopening of China's economy is obviously good for global growth, but if that does translate into higher inflationary pressures, as we've seen in other parts of the world during the post-pandemic recovery, then it could cause problems for central banks (outside of China). Meanwhile, on Wednesday, the People's Bank of China overrenewed its MLF for three consecutive months, conducting 499 billion yuan of MLF operations and 203 billion yuan of open market reverse repurchase operations. According to the transaction announcement, the two operations fully met the needs of financial institutions.</p><p>Banny Lam, head of research at Ceb International Inv Corp Ltd., told the media:</p><p>It is a short-term correction, with both Hong Kong and mainland China markets likely to rebound in March as the Chinese government provides more policy support to different areas of the Chinese economy, guiding the market.</body></html></p>","source":"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>Betting on the Chinese market has become the \"most crowded trade\" on Wall Street</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBetting on the Chinese market has become the \"most crowded trade\" on Wall Street\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-16 13:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Investor optimism about China's economic outlook is growing. Strategists believe there is still room for further upside in Chinese stocks.</b>Bets on Chinese markets have become Wall Street's \"most crowded trade\" as investors turn to Chinese markets and emerging market stocks.</p><p>On Wednesday, a monthly Bank of America survey of 262 fund managers showed that,<b>In February, global fund managers increased their equity allocations to emerging markets, including China, for the third month in a row</b>。<b>More than 20% of fund managers believe that \"long China\" has become the \"most crowded trade\" in the market, the first time since the survey began in 1985.</b></p><p>Since early November last year, China's adjustment and optimisation of pandemic-related measures has significantly boosted sentiment, with blue-chip stocks on the Shanghai Stock Exchange already up 14%. Foreign investors also actively participated in the Chinese market, with net purchases of domestic Chinese stocks of $27.7 billion in January, a record high in a single month.</p><p>The survey also found that 46% of fund managers adjusted their allocation to emerging market equities to \"overweight\" in February this year. This was helped by increased investor optimism about China's economic outlook and confidence that the dollar rally has peaked.</p><p>According to strategists,<b>There is still room for further upside in Chinese stocks. Société Générale estimates that the average P/E of companies listed on the Shanghai Stock Exchange this year is 11.6 times, with expected earnings growth of 18.8%; While the average P/E in emerging markets is 12.4 times, earnings are expected to grow by 6.7%.</b></p><p>Pramol Dhawan, managing director of US fund manager Pacific Investment Management (Pimco), said emerging markets were undervalued compared to history and were \"undervalued\" as an asset class following a massive investor withdrawal in 2022.</p><p>Robert Buckland, chief global equity strategist at Citigroup, believes cash-rich Middle East sovereign wealth funds could also drive Chinese stocks:</p><p>Given that the purchasing power of energy producers has risen significantly in financial markets, now is a good time for them to invest in that wealth. Petrodollar investors will use their wealth to solidify long-term economic and business relationships, especially with other emerging markets.<b>But fund managers also believe that trading has been \"worryingly hot\"-Chinese stocks are growing in popularity and it's hard to believe that market enthusiasm will continue unabated.</b></p><p>More than two-thirds of respondents noted that they believe China's reopening could push up global inflation, with the biggest tail risk for fund managers being that inflation will stubbornly remain elevated for longer.</p><p>Michael Hartnett, chief investment strategist at Bank of America Global Research, said:</p><p>The reopening of China's economy is obviously good for global growth, but if that does translate into higher inflationary pressures, as we've seen in other parts of the world during the post-pandemic recovery, then it could cause problems for central banks (outside of China). Meanwhile, on Wednesday, the People's Bank of China overrenewed its MLF for three consecutive months, conducting 499 billion yuan of MLF operations and 203 billion yuan of open market reverse repurchase operations. According to the transaction announcement, the two operations fully met the needs of financial institutions.</p><p>Banny Lam, head of research at Ceb International Inv Corp Ltd., told the media:</p><p>It is a short-term correction, with both Hong Kong and mainland China markets likely to rebound in March as the Chinese government provides more policy support to different areas of the Chinese economy, guiding the market.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3682066\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3682066","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166103895","content_text":"投资者对中国经济前景的乐观情绪不断增强。策略师认为,中国股市仍有进一步的上涨空间。随着投资者纷纷转向中国市场和新兴市场股票,对中国市场的押注已经成为了华尔街“最拥挤的交易”。周三,美国银行对262名基金经理的月度调查显示,今年2月,全球基金经理连续第三个月增加了对包括中国在内的新兴市场的股票配置。超过20%的基金经理认为,“做多中国”已经成为市场上“最拥挤的交易”,这是自该调查始于1985年以来的首次。自去年11月初以来,中国对疫情相关措施的调整优化极大地提振了市场情绪,上海交易所的蓝筹股已经上涨了14%。外资也积极参与中国市场,1月份净买入中国境内股票277亿美元,创单月历史新高。调查还发现,今年2月,有46%的基金经理将新兴市场股票配置的比例调整为“增持”。这得益于投资者对中国经济前景的乐观情绪增强,以及对美元涨势已经见顶的信心。策略师认为,中国股市仍有进一步的上涨空间。法国兴业银行估计,在上海交易所上市的公司今年的平均市盈率为11.6倍,预期盈利增长18.8%;而新兴市场的平均市盈率为12.4倍,预期盈利增长6.7%。美国基金管理公司太平洋投资管理公司(Pimco)董事总经理 Pramol Dhawan 表示,与历史相比,新兴市场的估值较低,而在2022年投资者大举撤资之后,新兴市场作为一个资产类别“被低估了”。花旗集团首席全球股票策略师 Robert Buckland 认为,现金充足的中东主权财富基金也可能推动中国股市上涨:鉴于能源生产商在金融市场上的购买力大幅上升,现在正是他们投资这些财富的好时机。石油美元投资者将利用他们的财富来巩固长期的经济和商业关系,尤其是与其他新兴市场的关系。但基金经理们也认为,交易已经火热到“令人担忧”——中国股票越来越受欢迎,令人难以相信市场热情会毫不减弱地持续下去。超过三分之二的受访者指出,他们认为中国经济重新开放可能推高全球通胀,基金经理面临的最大尾部风险是,通胀将在更长时间内顽固地保持在较高水平。美国银行全球研究部首席投资策略师 Michael Hartnett 表示:中国经济重新开放显然对全球经济增长有利,但如果这真的转化为更高的通胀压力,就像疫情后复苏期间我们在世界其他地区看到的那样,那么这可能给(中国以外的)央行带来问题。与此同时,周三,中国人民银行连续三个月超额续作MLF,开展了4990亿元MLF操作,以及2030亿元公开市场逆回购操作。交易公告称,两项操作充分满足了金融机构需求。Ceb International Inv Corp Ltd. 研究主管 Banny Lam 向媒体表示:这是一次短期调整,随着中国政府对中国经济的不同领域提供更多政策支持,引导市场,香港和中国内地市场都可能在3月份出现反弹。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":4307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625220100,"gmtCreate":1676516766802,"gmtModify":1676516766802,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"great fox","listText":"great fox","text":"great fox","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625220100","repostId":"1128128276","repostType":4,"isVote":1,"tweetType":1,"viewCount":4866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625901817,"gmtCreate":1675996989340,"gmtModify":1675996989340,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"he just look down economic of some country","listText":"he just look down economic of some country","text":"he just look down economic of some country","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625901817","repostId":"2310641661","repostType":4,"isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622209333,"gmtCreate":1675584875324,"gmtModify":1676539008547,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"Villa is still there,but owner has been otherplace of the world。","listText":"Villa is still there,but owner has been otherplace of the world。","text":"Villa is still there,but owner has been otherplace of the world。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622209333","repostId":"2309716873","repostType":4,"repost":{"id":"2309716873","kind":"highlight","pubTimestamp":1675571805,"share":"https://ttm.financial/m/news/2309716873?lang=en_US&edition=fundamental","pubTime":"2023-02-05 12:36","market":"hk","language":"zh","title":"Rich people are selling off their mansions like crazy.","url":"https://stock-news.laohu8.com/highlight/detail?id=2309716873","media":"华尔街见闻","summary":"与2021年相比,全国高单价的二手豪宅成交量几乎腰斩,10万/平方米以上的二手豪宅成交量下跌55%,15万/平方米以上的下跌了52%。","content":"<p><html><head></head><body><b>Compared with 2021, the transaction volume of high-priced second-hand luxury homes nationwide has almost halved, the transaction volume of second-hand luxury homes priced above 100,000 yuan per square meter has dropped by 55%, and the transaction volume of second-hand luxury homes priced above 150,000 yuan per square meter has dropped by 52%.</b>Tian Peng still remembers the scene when he first placed an order three years ago:</p><p>A client viewed the property twice and decided to buy a luxury home in four days, with a transaction price of 60 million yuan.</p><p>\"At the time, it felt like it was even more exhilarating than buying a bicycle.\"</p><p>In the past few years, the number of wealthy people around the world has been increasing, which has to some extent fueled the booming luxury housing market.</p><p>In 2021, the number of ultra-high-net-worth individuals with a net worth of over US$30 million worldwide increased by 9.3% within a year, reaching 52,000.</p><p>The same applies to the domestic situation. According to Barron's, the number of ultra-high-net-worth individuals in China increased by 2.3% in the first half of 2022, reaching more than 50,000.</p><p>But recently there was an unexpected piece of news.</p><p>On the last day of 2022, E-House CEO Ding Zuyu stated at a press conference that last year, the transaction volume of top-tier luxury homes priced above 50 million yuan nationwide fell by 40% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/842b64ff8bd0a6b2c9639f69b1f42cf3\" tg-width=\"1024\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Some people say that wealthy people are fleeing mansions.</p><p>Is that the truth?</p><p><b>The myth of luxury homes has been shattered</b></p><p>The booming luxury housing market is the impression people have left over the past three years. Especially in the first half of last year, when the real estate market across the country, including first-tier cities, cooled down, luxury homes emerged as an independent trend.</p><p>For example, in Guangzhou, luxury homes in Zhujiang New Town have single-handedly driven up the prices of second-hand homes in Tianhe District; In Beijing and Shenzhen, scenes of luxury residential projects selling out immediately upon opening are still unfolding.</p><p>More than just the ultimate living experience, luxury homes are one of the most valuable assets in the world due to their scarcity in location, size, and quality. Buying luxury homes has always been the top choice for the world's wealthy when allocating their assets.</p><p>Compared to ordinary residential properties, the luxury home market is niche and more resilient.</p><p>There's a saying circulating online: \"When the real estate market recovers, luxury homes go first; when the real estate market falls, luxury homes fall again at the last minute.\"</p><p>Globally, the impact of the pandemic over the past few years has had almost no impact on luxury homes. Two years ago,<a href=\"https://laohu8.com/S/00142\">First Peace</a>A report by Davis Research shows that after a brief decline in the first half of 2020, the global luxury home capital value index resumed growth in the second half of the year, increasing by 0.5% for the whole year.</p><p>The report also predicts that luxury home prices in Beijing, Shanghai, Guangzhou, and Shenzhen, China, will continue to rise in 2021.</p><p>Indeed, as predicted, the domestic luxury home market was extremely active in 2021, with prices and transaction volumes soaring, and luxury home transaction volumes in many first-tier cities reaching new highs in five years.</p><p><img src=\"https://static.tigerbbs.com/78484a3d33a64167701b6cc2b1065d18\" tg-width=\"1024\" tg-height=\"534\" referrerpolicy=\"no-referrer\"/></p><p>However, the myth of luxury home growth now seems to have been shattered.</p><p>According to data disclosed by Ding Zuyu, in 2022, the transaction volume of new and luxury homes priced at over 10 million yuan and over 30 million yuan in ten core cities across the country maintained an upward trend, rising by 10% and 5% respectively. However, the sales volume of top-tier luxury homes has dropped sharply – only 383 top-tier new luxury homes priced above 50 million yuan were sold nationwide, a year-on-year decrease of 40%.</p><p>In terms of unit price, in 2022, the transaction volume of new and luxury homes priced above 150,000 yuan per square meter nationwide also decreased by 19%, with 422 units sold.</p><p>The situation in the second-hand luxury home market is even less optimistic.</p><p>The transaction volume of second-hand luxury homes in all price ranges declined, with those over 10 million yuan down 42% year-on-year, those over 30 million yuan down 28%, and those over 50 million yuan down 18%.</p><p>Compared with 2021, the transaction volume of high-priced second-hand luxury homes nationwide has almost halved, the transaction volume of second-hand luxury homes priced above 100,000 yuan per square meter has dropped by 55%, and the transaction volume of second-hand luxury homes priced above 150,000 yuan per square meter has dropped by 52%.</p><p><img src=\"https://static.tigerbbs.com/9b4d431181d2bdde9bce1e0572b8fe33\" tg-width=\"1024\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p><p>Tian Peng, who currently works as a researcher at a luxury home brokerage agency, told Salt Finance reporters that the transaction volume of new luxury homes is higher than that of second-hand homes because \"IPO subscriptions\" are attractive, and there is a price inversion between new and second-hand luxury homes.</p><p>Taking Beijing as an example, most luxury housing developments are located on price-controlled land, while some are shared ownership housing. The government owns 10% of the property, and homebuyers only need to pay 90% of the price limit, \"which is equivalent to another 10% discount.\"</p><p>Although it is common for luxury real estate agencies to not open for six months, luxury property managers have already felt the chill in the market.</p><p>Media reports indicate that due to declining transaction volume, store managers in the luxury housing sector in a first-tier city experienced their \"worst year\" since entering the industry in 2016.</p><p><b>Celebrity selling isn't that bad.</b></p><p>Over the past year, there has been a significant increase in news of celebrities selling off their luxury homes.</p><p>In July 2022, Zhang Yimou was rumored to be selling a villa in Wuxi for 35 million yuan, which was eventually sold for 61 million yuan.</p><p>Two months later, Wong Cho-lam sold his mansion in Hong Kong for HK$45.8 million (approximately RMB 41.1 million).</p><p>Football player Gao Lin also sold his river-view apartment in Guangzhou Qiaoxinhui Yuetai for 145 million yuan. The commission for this real estate transaction reached millions, attracting countless real estate agents to queue up at the entrance of the community.</p><p><img src=\"https://static.tigerbbs.com/5cba89bfdd0411ecebbd8ba313f320bd\" tg-width=\"1024\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>Immediately afterwards, ordinary wealthy people also started making more moves. Media reports indicate that in the second half of last year, Shanghai...<a href=\"https://laohu8.com/S/600663\">Lujiazui</a>The number of listings in the luxury residential community Shimao Riverside Garden has surged.</p><p>The fact that ducks are the first to know when the river warms in spring, and that the rich are selling luxury homes, is seen as a negative signal for the real estate market.</p><p>But are the rich all in a hurry to sell their properties?</p><p>The answer is: Not necessarily.</p><p>Liang Hualong, a luxury real estate agent in Beijing, told Salt Finance: \"The number of listings increased significantly in November and December last year. However, at the same time, sales also increased after the easing of the pandemic. Therefore, the current inventory backlog is not significant.\"</p><p>Looking at the whole of last year, the number of new luxury home listings in Beijing decreased instead of increasing. A research report on the luxury housing market by Salt Finance reporters found that in 2022, the number of new second-hand luxury homes in Beijing decreased by 13.1% year-on-year.</p><p>The decline in new housing listings is precisely related to the correction in the second-hand luxury home market. Due to a decrease in customer traffic and attention to secondhand luxury homes, homeowners who do not have short-term cash flow needs will postpone selling their properties.</p><p>“Currently, the national market is differentiated. Whether a house is suitable or not depends on whether the city is suitable or not. When looking at a city, especially a large city like Beijing, we also need to carefully examine whether each sector is suitable,” Tian Peng said. “Simply saying that all houses are not suitable is just for eye-catching purposes.”</p><p>Despite the drop in transaction volume, most luxury real estate agents would say that the luxury home market in first-tier cities is not that bad.</p><p>The reason is that the prices of second-hand luxury homes in these cities remain stable.</p><p>For example, Beijing sold 3,469 luxury homes with a total price of over 15 million yuan in 2022, a year-on-year decrease of 26.65%, but the average transaction price of 95,900 yuan per square meter still increased by 3.51%. A total of 1,391 second-hand luxury homes were sold in Shanghai, a year-on-year decrease of 41.33%, but the average transaction price increased by 7.08% year-on-year to 115,000 yuan per square meter.</p><p>There are many specific reasons for the decline in luxury home sales last year.</p><p>Many people believe that the current luxury housing market is a rational return after experiencing explosive growth in 2020 and 2021. For example, the transaction volume of second-hand luxury homes in Beijing last year was actually slightly higher than in 2018 and 2019, but the year-on-year decline was particularly significant compared to the peak in 2021.</p><p>Another factor is that the supply of new and luxury homes in some cities increased significantly in 2022. For example, Beijing saw a 31.87% increase, while Shanghai saw a 10.25% increase. The increased choice of new luxury homes led to a decline in the transaction volume of second-hand luxury homes.</p><p>True luxury homes may never lack popularity.</p><p>On January 17, 2023, a villa located on Huamu Road in Pudong New Area, Shanghai, was auctioned online. The starting price was approximately 53.7 million yuan, with 210,000 people registering. After two and a half hours of intense bidding, the auction was finally sold for 118 million yuan.</p><p>Liu Yi, who has been engaged in luxury home transactions in Shanghai for 10 years, told Salt Finance that it is indeed rare for the transaction price to reach twice the starting price. 1.5 times and 1.8 times are common. \"Basically, the auctions are all a little higher than the market price, especially in the last two years.\"</p><p><b>Who is \"spending a fortune\"?</b></p><p>Mansions can bear witness to many stories, such as where money goes in this era.</p><p>In 2016, Gao Lin bought a large apartment in Guangzhou Qiaoxinhui Yuetai for 40 million yuan. Six years later, when the house was sold, the listing price was 145 million. It is said that Hong Kong singers George Lam and Sally Yeh took over the business for 129 million yuan. Gao Lin made a net profit of nearly 90 million yuan.</p><p>Since entering the industry, Tian Peng has had a clear feeling that there are more and more young clients born in the 1990s. He told Salt Finance that one type of them started their own businesses and became high-net-worth individuals, while the other type had their parents help them buy them.</p><p>However, in an article by Ding Zuyu, he pointed out that a major change in the luxury home market in 2022 was the increase in \"older customers\".</p><p>Last year, more than 90% of luxury home buyers were over 45 years old, and newly wealthy individuals over 30 began to disappear from the luxury home market.</p><p>Li Yujia, a well-known real estate researcher, told Salt Finance that the reason why the domestic luxury home market was so strong in recent years was because the listing of \"specialized, refined and innovative\" companies in the real estate, finance, internet and new energy industries on the SME board and the ChiNext board contributed a group of luxury home buyers.</p><p>These industries are now experiencing a decline from their highs, leading to a rapid collapse in demand for luxury homes.</p><p>Coincidentally, New York's luxury home market also entered a quiet period in the second half of last year, with 64% of luxury home transactions in New York occurring in the first half of 2022. Faced with a deteriorating stock market and declining incomes, most bankers, traders, and financial services professionals have decided to wait and see.</p><p>In some cities with limited purchasing power, the continuous supply of new and luxury homes has created a situation where \"the wealthy don't have enough.\"</p><p>Last June, Haiyue Wanwu, a top-tier luxury residence in Nanjing, launched an additional 116 units, which sold out on the same day. By the end of December, when Haiyue Wanwu launched its new properties again, it was no longer sold out, and it took more than half a month to sell all 46 units.</p><p>Liang Hualong said that most of his clients care more about their own feelings when buying a house, especially for houses worth more than 50 million yuan. Wealthy people mainly look at one thing when buying: whether they like it.</p><p>However, luxury homes remain a money game for the super-rich. Beyond pure residential living, buying and selling luxury homes also plays an important role in optimizing asset allocation.</p><p>The ease of \"spending lavishly\" may only be superficial. Tian Peng said that he only realized after the first transaction that the customer had been looking at houses for more than a year and had already looked at most of the products in the same price range.</p><p>Typically, luxury homes are so far away from ordinary people that an accidental glimpse of a corner of them can cause a stir.</p><p>At the beginning of this year, a short video of a middle school student carrying a basketball between his legs at home stirred up an internet storm simply because it was located in \"Wanliu Academy,\" a famous luxury residential community in Beijing.</p><p><img src=\"https://static.tigerbbs.com/7b0c21f638c1fe68b0640c2198037e58\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>The mansions displayed differences everywhere to proclaim an order of wealth and poverty:</p><p>Every brick on the five-meter exterior wall of Wanliu Academy came all the way from Holland; The water quality, sound, and air inside the walls have reached Swiss health resort levels; The trash cans in the community are all made of pure copper. Most of the time, this mansion world is tightly closed.</p><p>According to several luxury real estate agents, most of the wealthy individuals they interact with are humble but private. Those outside the mansion gates could only glean clues from their buying and selling of properties.</p><p>However, when a reporter from Salt Finance asked a luxury real estate agent online to talk about the luxury real estate market she had seen, the busy woman sent a voice message saying that she was just selling houses and did not understand the market.</p><p></body></html></p>","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\" />\n<title>Rich people are selling off their mansions like crazy.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nRich people are selling off their mansions like crazy.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-05 12:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Compared with 2021, the transaction volume of high-priced second-hand luxury homes nationwide has almost halved, the transaction volume of second-hand luxury homes priced above 100,000 yuan per square meter has dropped by 55%, and the transaction volume of second-hand luxury homes priced above 150,000 yuan per square meter has dropped by 52%.</b>Tian Peng still remembers the scene when he first placed an order three years ago:</p><p>A client viewed the property twice and decided to buy a luxury home in four days, with a transaction price of 60 million yuan.</p><p>\"At the time, it felt like it was even more exhilarating than buying a bicycle.\"</p><p>In the past few years, the number of wealthy people around the world has been increasing, which has to some extent fueled the booming luxury housing market.</p><p>In 2021, the number of ultra-high-net-worth individuals with a net worth of over US$30 million worldwide increased by 9.3% within a year, reaching 52,000.</p><p>The same applies to the domestic situation. According to Barron's, the number of ultra-high-net-worth individuals in China increased by 2.3% in the first half of 2022, reaching more than 50,000.</p><p>But recently there was an unexpected piece of news.</p><p>On the last day of 2022, E-House CEO Ding Zuyu stated at a press conference that last year, the transaction volume of top-tier luxury homes priced above 50 million yuan nationwide fell by 40% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/842b64ff8bd0a6b2c9639f69b1f42cf3\" tg-width=\"1024\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Some people say that wealthy people are fleeing mansions.</p><p>Is that the truth?</p><p><b>The myth of luxury homes has been shattered</b></p><p>The booming luxury housing market is the impression people have left over the past three years. Especially in the first half of last year, when the real estate market across the country, including first-tier cities, cooled down, luxury homes emerged as an independent trend.</p><p>For example, in Guangzhou, luxury homes in Zhujiang New Town have single-handedly driven up the prices of second-hand homes in Tianhe District; In Beijing and Shenzhen, scenes of luxury residential projects selling out immediately upon opening are still unfolding.</p><p>More than just the ultimate living experience, luxury homes are one of the most valuable assets in the world due to their scarcity in location, size, and quality. Buying luxury homes has always been the top choice for the world's wealthy when allocating their assets.</p><p>Compared to ordinary residential properties, the luxury home market is niche and more resilient.</p><p>There's a saying circulating online: \"When the real estate market recovers, luxury homes go first; when the real estate market falls, luxury homes fall again at the last minute.\"</p><p>Globally, the impact of the pandemic over the past few years has had almost no impact on luxury homes. Two years ago,<a href=\"https://laohu8.com/S/00142\">First Peace</a>A report by Davis Research shows that after a brief decline in the first half of 2020, the global luxury home capital value index resumed growth in the second half of the year, increasing by 0.5% for the whole year.</p><p>The report also predicts that luxury home prices in Beijing, Shanghai, Guangzhou, and Shenzhen, China, will continue to rise in 2021.</p><p>Indeed, as predicted, the domestic luxury home market was extremely active in 2021, with prices and transaction volumes soaring, and luxury home transaction volumes in many first-tier cities reaching new highs in five years.</p><p><img src=\"https://static.tigerbbs.com/78484a3d33a64167701b6cc2b1065d18\" tg-width=\"1024\" tg-height=\"534\" referrerpolicy=\"no-referrer\"/></p><p>However, the myth of luxury home growth now seems to have been shattered.</p><p>According to data disclosed by Ding Zuyu, in 2022, the transaction volume of new and luxury homes priced at over 10 million yuan and over 30 million yuan in ten core cities across the country maintained an upward trend, rising by 10% and 5% respectively. However, the sales volume of top-tier luxury homes has dropped sharply – only 383 top-tier new luxury homes priced above 50 million yuan were sold nationwide, a year-on-year decrease of 40%.</p><p>In terms of unit price, in 2022, the transaction volume of new and luxury homes priced above 150,000 yuan per square meter nationwide also decreased by 19%, with 422 units sold.</p><p>The situation in the second-hand luxury home market is even less optimistic.</p><p>The transaction volume of second-hand luxury homes in all price ranges declined, with those over 10 million yuan down 42% year-on-year, those over 30 million yuan down 28%, and those over 50 million yuan down 18%.</p><p>Compared with 2021, the transaction volume of high-priced second-hand luxury homes nationwide has almost halved, the transaction volume of second-hand luxury homes priced above 100,000 yuan per square meter has dropped by 55%, and the transaction volume of second-hand luxury homes priced above 150,000 yuan per square meter has dropped by 52%.</p><p><img src=\"https://static.tigerbbs.com/9b4d431181d2bdde9bce1e0572b8fe33\" tg-width=\"1024\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p><p>Tian Peng, who currently works as a researcher at a luxury home brokerage agency, told Salt Finance reporters that the transaction volume of new luxury homes is higher than that of second-hand homes because \"IPO subscriptions\" are attractive, and there is a price inversion between new and second-hand luxury homes.</p><p>Taking Beijing as an example, most luxury housing developments are located on price-controlled land, while some are shared ownership housing. The government owns 10% of the property, and homebuyers only need to pay 90% of the price limit, \"which is equivalent to another 10% discount.\"</p><p>Although it is common for luxury real estate agencies to not open for six months, luxury property managers have already felt the chill in the market.</p><p>Media reports indicate that due to declining transaction volume, store managers in the luxury housing sector in a first-tier city experienced their \"worst year\" since entering the industry in 2016.</p><p><b>Celebrity selling isn't that bad.</b></p><p>Over the past year, there has been a significant increase in news of celebrities selling off their luxury homes.</p><p>In July 2022, Zhang Yimou was rumored to be selling a villa in Wuxi for 35 million yuan, which was eventually sold for 61 million yuan.</p><p>Two months later, Wong Cho-lam sold his mansion in Hong Kong for HK$45.8 million (approximately RMB 41.1 million).</p><p>Football player Gao Lin also sold his river-view apartment in Guangzhou Qiaoxinhui Yuetai for 145 million yuan. The commission for this real estate transaction reached millions, attracting countless real estate agents to queue up at the entrance of the community.</p><p><img src=\"https://static.tigerbbs.com/5cba89bfdd0411ecebbd8ba313f320bd\" tg-width=\"1024\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>Immediately afterwards, ordinary wealthy people also started making more moves. Media reports indicate that in the second half of last year, Shanghai...<a href=\"https://laohu8.com/S/600663\">Lujiazui</a>The number of listings in the luxury residential community Shimao Riverside Garden has surged.</p><p>The fact that ducks are the first to know when the river warms in spring, and that the rich are selling luxury homes, is seen as a negative signal for the real estate market.</p><p>But are the rich all in a hurry to sell their properties?</p><p>The answer is: Not necessarily.</p><p>Liang Hualong, a luxury real estate agent in Beijing, told Salt Finance: \"The number of listings increased significantly in November and December last year. However, at the same time, sales also increased after the easing of the pandemic. Therefore, the current inventory backlog is not significant.\"</p><p>Looking at the whole of last year, the number of new luxury home listings in Beijing decreased instead of increasing. A research report on the luxury housing market by Salt Finance reporters found that in 2022, the number of new second-hand luxury homes in Beijing decreased by 13.1% year-on-year.</p><p>The decline in new housing listings is precisely related to the correction in the second-hand luxury home market. Due to a decrease in customer traffic and attention to secondhand luxury homes, homeowners who do not have short-term cash flow needs will postpone selling their properties.</p><p>“Currently, the national market is differentiated. Whether a house is suitable or not depends on whether the city is suitable or not. When looking at a city, especially a large city like Beijing, we also need to carefully examine whether each sector is suitable,” Tian Peng said. “Simply saying that all houses are not suitable is just for eye-catching purposes.”</p><p>Despite the drop in transaction volume, most luxury real estate agents would say that the luxury home market in first-tier cities is not that bad.</p><p>The reason is that the prices of second-hand luxury homes in these cities remain stable.</p><p>For example, Beijing sold 3,469 luxury homes with a total price of over 15 million yuan in 2022, a year-on-year decrease of 26.65%, but the average transaction price of 95,900 yuan per square meter still increased by 3.51%. A total of 1,391 second-hand luxury homes were sold in Shanghai, a year-on-year decrease of 41.33%, but the average transaction price increased by 7.08% year-on-year to 115,000 yuan per square meter.</p><p>There are many specific reasons for the decline in luxury home sales last year.</p><p>Many people believe that the current luxury housing market is a rational return after experiencing explosive growth in 2020 and 2021. For example, the transaction volume of second-hand luxury homes in Beijing last year was actually slightly higher than in 2018 and 2019, but the year-on-year decline was particularly significant compared to the peak in 2021.</p><p>Another factor is that the supply of new and luxury homes in some cities increased significantly in 2022. For example, Beijing saw a 31.87% increase, while Shanghai saw a 10.25% increase. The increased choice of new luxury homes led to a decline in the transaction volume of second-hand luxury homes.</p><p>True luxury homes may never lack popularity.</p><p>On January 17, 2023, a villa located on Huamu Road in Pudong New Area, Shanghai, was auctioned online. The starting price was approximately 53.7 million yuan, with 210,000 people registering. After two and a half hours of intense bidding, the auction was finally sold for 118 million yuan.</p><p>Liu Yi, who has been engaged in luxury home transactions in Shanghai for 10 years, told Salt Finance that it is indeed rare for the transaction price to reach twice the starting price. 1.5 times and 1.8 times are common. \"Basically, the auctions are all a little higher than the market price, especially in the last two years.\"</p><p><b>Who is \"spending a fortune\"?</b></p><p>Mansions can bear witness to many stories, such as where money goes in this era.</p><p>In 2016, Gao Lin bought a large apartment in Guangzhou Qiaoxinhui Yuetai for 40 million yuan. Six years later, when the house was sold, the listing price was 145 million. It is said that Hong Kong singers George Lam and Sally Yeh took over the business for 129 million yuan. Gao Lin made a net profit of nearly 90 million yuan.</p><p>Since entering the industry, Tian Peng has had a clear feeling that there are more and more young clients born in the 1990s. He told Salt Finance that one type of them started their own businesses and became high-net-worth individuals, while the other type had their parents help them buy them.</p><p>However, in an article by Ding Zuyu, he pointed out that a major change in the luxury home market in 2022 was the increase in \"older customers\".</p><p>Last year, more than 90% of luxury home buyers were over 45 years old, and newly wealthy individuals over 30 began to disappear from the luxury home market.</p><p>Li Yujia, a well-known real estate researcher, told Salt Finance that the reason why the domestic luxury home market was so strong in recent years was because the listing of \"specialized, refined and innovative\" companies in the real estate, finance, internet and new energy industries on the SME board and the ChiNext board contributed a group of luxury home buyers.</p><p>These industries are now experiencing a decline from their highs, leading to a rapid collapse in demand for luxury homes.</p><p>Coincidentally, New York's luxury home market also entered a quiet period in the second half of last year, with 64% of luxury home transactions in New York occurring in the first half of 2022. Faced with a deteriorating stock market and declining incomes, most bankers, traders, and financial services professionals have decided to wait and see.</p><p>In some cities with limited purchasing power, the continuous supply of new and luxury homes has created a situation where \"the wealthy don't have enough.\"</p><p>Last June, Haiyue Wanwu, a top-tier luxury residence in Nanjing, launched an additional 116 units, which sold out on the same day. By the end of December, when Haiyue Wanwu launched its new properties again, it was no longer sold out, and it took more than half a month to sell all 46 units.</p><p>Liang Hualong said that most of his clients care more about their own feelings when buying a house, especially for houses worth more than 50 million yuan. Wealthy people mainly look at one thing when buying: whether they like it.</p><p>However, luxury homes remain a money game for the super-rich. Beyond pure residential living, buying and selling luxury homes also plays an important role in optimizing asset allocation.</p><p>The ease of \"spending lavishly\" may only be superficial. Tian Peng said that he only realized after the first transaction that the customer had been looking at houses for more than a year and had already looked at most of the products in the same price range.</p><p>Typically, luxury homes are so far away from ordinary people that an accidental glimpse of a corner of them can cause a stir.</p><p>At the beginning of this year, a short video of a middle school student carrying a basketball between his legs at home stirred up an internet storm simply because it was located in \"Wanliu Academy,\" a famous luxury residential community in Beijing.</p><p><img src=\"https://static.tigerbbs.com/7b0c21f638c1fe68b0640c2198037e58\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>The mansions displayed differences everywhere to proclaim an order of wealth and poverty:</p><p>Every brick on the five-meter exterior wall of Wanliu Academy came all the way from Holland; The water quality, sound, and air inside the walls have reached Swiss health resort levels; The trash cans in the community are all made of pure copper. Most of the time, this mansion world is tightly closed.</p><p>According to several luxury real estate agents, most of the wealthy individuals they interact with are humble but private. Those outside the mansion gates could only glean clues from their buying and selling of properties.</p><p>However, when a reporter from Salt Finance asked a luxury real estate agent online to talk about the luxury real estate market she had seen, the busy woman sent a voice message saying that she was just selling houses and did not understand the market.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3681186\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7fc6b52d206489dfbdcdb44ab212ea5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3681186","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309716873","content_text":"与2021年相比,全国高单价的二手豪宅成交量几乎腰斩,10万/平方米以上的二手豪宅成交量下跌55%,15万/平方米以上的下跌了52%。田鹏始终记得,三年前自己第一次开单时的场景:一位客户看了两次,用了四天时间,就决定买下一套豪宅,成交价6000万元。“当时给我感觉,比我买辆自行车,都还要痛快”。过去几年,全世界的有钱人正在不断增多,一定程度上助长了豪宅市场的火热。2021年,全球净资产在3000万美元以上的超高净值人群在一年内增长了9.3%,增长人数为5.2万人。国内的情况同样如此。根据《巴伦周刊》,2022年上半年,中国超高净值人数增长了2.3%,达到共5万多人。但最近却有一则消息令人意外。2022年的最后一天,易居CEO丁祖昱在一次发布会上表示,去年,全国5000万以上的顶级豪宅成交量同比下跌了40%。对此有人说,有钱人正在逃离豪宅。事实是这样吗?豪宅神话已破豪宅火爆,是过去三年给人们留下的印象。尤其在去年上半年,全国包括一线城市在内的楼市全面熄火,豪宅却走出了一条独立行情。比如,在广州,珠江新城的豪宅以一己之力带高了天河区二手房房价;在北京、深圳,豪宅盘开盘即售罄的场景仍在上演。不光是居住的极致享受,凭借地段、面积、品质的稀缺性,豪宅是世上最保值的资产之一。购买豪宅,也始终是全球富人资产配置时的首选。相比普通住宅,豪宅的市场小众、也更具备韧性。网上就流传着这样一句话:楼市复苏,豪宅先行,楼市下跌,豪宅最后一刻再跌。从全球范围来看,过去几年疫情的冲击几乎没有对豪宅产生影响。两年前,第一太平戴维斯研究部的一份报告显示,全球豪宅资本价值指数在2020年上半年短暂下滑之后,又在下半年恢复了增势,全年增长0.5%。报告还预测了中国北京、上海、广州、深圳的豪宅价格将在2021年继续增长。的确如预测般那样,2021年,国内豪宅市场极其活跃,价格与成交量一路高涨,多个一线城市的豪宅成交量创下五年内的新高。不过如今,豪宅增长的神话似乎破灭了。根据丁祖昱披露的数据,2022年全年,全国核心十城1000万以上与3000万以上的新房豪宅成交量仍然维持了增长趋势,分别上涨10%与5%。然而,顶级豪宅的一手成交量却出现了大幅下跌——全国5000万以上的顶级新房豪宅只成交了383套,同比下跌40%。从单价上来看,2022年,全国单价15万/平方米以上的新房豪宅成交量也下降了19%,成交数为422套。二手豪宅市场的情况更加不容乐观。各个价格区间的二手豪宅成交量均出现了下跌,其中1000万以上的同比下跌42%,3000万以上下跌28%,5000万以上下跌18%。与2021年相比,全国高单价的二手豪宅成交量几乎腰斩,10万/平方米以上的二手豪宅成交量下跌55%,15万/平方米以上的下跌了52%。目前在豪宅经纪机构从事研究员的田鹏告诉盐财经记者,豪宅新房成交量高于二手房,是因为“打新”具有吸引力,一二手豪宅存在价格倒挂。以北京为例,大部分豪宅盘位于限价地块,还有一部分豪宅属于共有产权房,政府占据10%的产权,买房者只需负担限价的90%,“相当于又打了9折”。尽管对于豪宅中介来说,半年不开张是常事,但豪宅经理人们已经感受到了市场的寒气。有媒体报道,由于成交量下降,在某一线城市的豪宅板块的门店经理,遇到了2016年入行以来“最差的一年”。名人抛售并没有那么坏过去一年,名人抛售豪宅的消息明显增多。2022年7月,张艺谋被传出售位于无锡的一套别墅,挂牌3500万,最终以6100万成交。两个月后,王祖蓝以4580万港元(约4110万人民币)卖掉了他在香港的豪宅。足球运动员郜林也出售了他在广州侨鑫汇悦台的江景大平层,挂牌价1.45亿。这笔房产交易佣金便高达上百万,引来无数中介在小区门口排起长龙。紧接着,普通富豪的动作也多了起来。有媒体报道,去年下半年,上海位于陆家嘴的豪宅小区世茂滨江花园挂牌量激增。春江水暖鸭先知,富人卖豪宅,被视作房地产市场的某种消极信号。不过,富人都在急着抛售房产吗?答案是:未必。位于北京的豪宅中介梁华龙对盐财经表示:“去年11月和12月,挂牌量明显增多。但与此同时,在疫情放开后,去化量也增多了。因此,目前库存积压情况并不显著。”从去年全年看来,北京豪宅的新增挂牌量不升反降。盐财经记者在一份豪宅市场研究报告中看到,2022年,北京二手豪宅新增房源同比下降了13.1%。而新增房源下降,恰恰与二手豪宅市场的回调有关。由于二手豪宅的客流与关注度减少,短期没有资金变现需求的业主便会推迟出售房“现在,全国市场是分化的。房子行不行,要看城市行不行。而看城市时,像北京这样的大城市,则还需细看各个板块行不行”,田鹏说,“单纯说所有房子都不行了纯是博眼球的。”尽管成交量出现下跌,但大多数豪宅经纪都会表示:一线城市的豪宅市场并没有那么坏。理由是这些城市的二手豪宅价格依旧坚挺。比如北京在2022年卖出3469套总价在1500万以上的豪宅,同比下降26.65%,但9.59万每平方米的成交均价还是上涨了3.51%;上海共成交1391套二手豪宅,同比下降41.33%,但成交均价同比上涨7.08%,为11.5万每平方米。去年的豪宅成交量下滑,有许多具体原因。许多人认为,现在的豪宅市场是经历了2020年、2021年疯长后的理性回归。比如去年北京二手豪宅成交量实际上略高于2018年与2019年,不过相比于2021年的高峰值,显得同比下滑尤为突出。另一个因素在于,2022年一些城市的新房豪宅供应明显增长。如北京增长了31.87%,上海增长了10.25%,新房豪宅的选择增多,导致二手豪宅成交量下滑。而真正的豪宅或许从来不缺人气。2023年1月17日,位于上海浦东新区花木路的一栋别墅在网上进行司法拍卖。起拍价约为5370万,共有21万人报名,经过两个半小时的激烈竞价,最终以1.18亿成交。在上海从事豪宅交易10年之久的刘亿告诉盐财经,成交价达到起拍价的两倍的确不多,1.5倍与1.8倍是常见情况,“基本上拍卖的都比市场价高一点,尤其是这两年”。谁在“一掷千金”豪宅能够见证许多故事,譬如这个时代的钱会流向何处。2016年,郜林用4000万元买下广州侨鑫汇悦台的大平层。六年后,当这套房子被出售时,挂牌价是1.45亿。据说,香港歌手林子祥、叶倩文夫妇以1.29亿元接手,一买一卖,郜林净赚近9000万。田鹏入行以来有一个明显的感受,即“90后”年轻客户越来越多。他告诉盐财经,他们中一类是自身创业成为高净值人群,另一类是父母帮助购买。不过在丁祖昱的一篇文章中,他指出2022年豪宅市场的一大改变在于,“年长客户”的增加。去年,有超过九成的豪宅购房者为45岁以上人群,30+的新贵们开始在豪宅市场中隐身。知名地产研究员李宇嘉对盐财经表示,前几年国内豪宅市场之所以势头凶猛,是因为地产、金融、互联网、新能源行业内“专精特新”企业在中小板、创业板的上市,贡献了一批豪宅购买者。如今这些行业开始出现高位回落,导致对豪宅的需求迅速坍塌。无独有偶,纽约的豪宅市场也在去年下半年进入平淡期,2022年纽约有64%的豪宅交易发生在上半年。面对恶化的股市与减少的收入,大多数的银行家、交易员与金融服务行业人员决定暂时观望。而在一些购买力本身有限的城市中,源源不断的新房豪宅供应面前,出现了“有钱人不太够用”的局面。去年6月,南京顶级豪宅海玥万物加推,116套房源当天售罄;到了12月底,海玥万物再度加推时,已不复“日光”景象,46套房源的去化用了大半个月时间。梁华龙表示,他的大部分客户在买房时更在意自己的感受,尤其是5000万以上的房子,富人们在购买时主要看一点:是否喜欢。不过,豪宅仍是超级富豪的资金游戏。除了纯粹的居住之外,买卖豪宅还有重要的优化资产配置的作用。“一掷千金”的轻松或许只是表象。田鹏说,在第一单成交后他才发现,那位客户已经看了一年多的房子,同价位产品基本上都已经看过。通常,豪宅距离普通人十分遥远,以至于不小心窥见其中的一个角落,就能引起震荡。今年年初,一位中学生在家中胯下运篮的短视频搅动了一场互联网风暴,只因它定位在“万柳书院”,北京著名的豪宅小区。豪宅处处彰显着不同,以宣告一种贫富的秩序:万柳书院五米外墙上的每一块砖头都是从荷兰远道而来;墙内的水质、声音、空气达到了瑞士疗养级水平;小区里的垃圾桶均由纯铜打造。大部分时候,这个豪宅世界是紧紧关闭的。根据几位豪宅中介的说法,他们接触的富豪大部分谦逊但注重隐私。在豪宅大门之外的人只能通过他们买卖房产的动作中,寻得一些蛛丝马迹。不过,当盐财经记者在网上请一位豪宅中介谈谈所看见的豪宅市场时,忙碌的她发过来一条语音说,她只是卖房的,并不懂市场。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622179530,"gmtCreate":1675328816422,"gmtModify":1676538993398,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539229655408025","idStr":"3539229655408025"},"themes":[],"title":"","htmlText":"……","listText":"……","text":"……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622179530","repostId":"2308066214","repostType":4,"isVote":1,"tweetType":1,"viewCount":4158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}