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水中月镜
不做韭菜，⛽️
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水中月镜
水中月镜
·
2023-04-08
How to do , teache me
@nightfury：
cant win DIS without refer a new friend to join tiger [捂脸]
cant win DIS without refer a new friend to join tiger [捂脸]
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水中月镜
水中月镜
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2022-10-19
$特斯拉(TSLA)$
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水中月镜
水中月镜
·
2021-06-29
Yaomamam
With 61 consecutive limit-up days, what kind of "strange trend" has swept through the most outperforming ST stocks?
如果问今年最妖的股是哪只，那一定非*ST众泰莫属。 今年以来，*ST众泰在100多个交易日狂拉61个涨停，成为A股涨停王，股价也从年初的1.34元飙升至目前的7.5元，足足涨了460%，股价翻了5倍！
With 61 consecutive limit-up days, what kind of "strange trend" has swept through the most outperforming ST stocks?
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水中月镜
水中月镜
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2021-06-17
Finally drop down
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水中月镜
水中月镜
·
2021-06-09
Sites
[Unusual Movement] UPS shares plunged intraday, currently down over 5%.
6月9日，联合包裹盘中跳水，现跌超5%，今日公司召开投资者日活动，更新了未来数年的财务指引。UPS预计2023年合并收入约在980亿美元至1020亿美元之间。预计2021-2023年累计资本支出约为1
[Unusual Movement] UPS shares plunged intraday, currently down over 5%.
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水中月镜
水中月镜
·
2021-05-22
He ear a lot of money
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水中月镜
水中月镜
·
2021-05-19
hi
Gaoyi liquidates its holdings, while Hillhouse Capital increases its holdings Why are their judgments so diametrically opposed?
近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的
Gaoyi liquidates its holdings, while Hillhouse Capital increases its holdings Why are their judgments so diametrically opposed?
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水中月镜
水中月镜
·
2021-05-02
Jiay
Reminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.
五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，
Reminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.
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水中月镜
水中月镜
·
2021-03-30
Ai
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水中月镜
水中月镜
·
2021-03-11
=p
Tonight, another crucial US Treasury auction will take place, with global markets eagerly awaiting it.
2月25日的一次美债拍卖后，美股狂泻。历史是否会重演？ 周三，10年期美国国债将再次进行拍卖，由于这事关美债收益率走势，市场对此屏息凝视。 在这次拍卖中，其关键性作用的，可能是来自日本的美债买家。 日
Tonight, another crucial US Treasury auction will take place, with global markets eagerly awaiting it.
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[捂脸]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946882675","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983806132,"gmtCreate":1666195189626,"gmtModify":1676537721220,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983806132","isVote":1,"tweetType":1,"viewCount":5558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159201048,"gmtCreate":1624967588884,"gmtModify":1703848993193,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"Yaomamam","listText":"Yaomamam","text":"Yaomamam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159201048","repostId":"1188452851","repostType":4,"repost":{"id":"1188452851","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":1624960188,"share":"https://ttm.financial/m/news/1188452851?lang=en_US&edition=fundamental","pubTime":"2021-06-29 17:49","market":"sh","language":"zh","title":"With 61 consecutive limit-up days, what kind of \"strange trend\" has swept through the most outperforming ST stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1188452851","media":"华尔街见闻","summary":"如果问今年最妖的股是哪只，那一定非*ST众泰莫属。\n今年以来，*ST众泰在100多个交易日狂拉61个涨停，成为A股涨停王，股价也从年初的1.34元飙升至目前的7.5元，足足涨了460%，股价翻了5倍！","content":"<p>If you were to ask which stock is the most volatile this year, it would definitely be...<a href=\"https://laohu8.com/S/000980\">*ST Zotye</a>Unquestionably.</p><p>Since the beginning of this year, *ST Zotye has surged 61 times to the daily limit in over 100 trading days, becoming...<b>A-share limit-up king</b>The stock price has also soared from 1.34 yuan at the beginning of the year to 7.5 yuan at present, an increase of 460%, and the stock price has increased fivefold!</p><p>If calculated based on the highest increase, *ST Zotye's performance this year...<b>The cumulative increase reached a staggering 628%, more than six times!</b></p><p><img src=\"https://static.tigerbbs.com/83019cb4d2e69da5e15ccb2c837e3f24\" tg-width=\"840\" tg-height=\"470\"></p><p>During this period, the company issued multiple announcements regarding abnormal stock price fluctuations and warnings that its stock might be subject to delisting risk warnings. Despite three suspensions for investigation, the company failed to stop its stock price from soaring.</p><p>according to<a href=\"https://laohu8.com/S/300033\">Tonghuashun</a>Statistics show that from January 11 to June 24, *ST Zotye appeared on the stock exchange's daily trading list as many as 23 times, attracting many speculative funds to participate in the speculation.</p><p>According to Choice's stock exchange's trading data, as of June 24, the top five brokerage firms with the largest purchase amounts for *ST Zotye over three consecutive trading days were all from firms known as the \"retail investor stronghold.\"<a href=\"https://laohu8.com/S/300059\">Eastmoney</a>Securities Lhasa branch.</p><p><img src=\"https://static.tigerbbs.com/46071fe71f43e7f8af7638a92f29ea34\" tg-width=\"1080\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that,<b>Due to continuous losses, *ST Zotye faces the risk of being delisted. Following the shocking 10 billion yuan loss in the automotive industry in 2019</b>*ST Zotye 2020<b>Another loss of 10.801 billion yuan</b>As of the end of 2020, the company's net assets were -4.423 billion yuan. According to regulations, the company's audited net assets in 2020 were negative, and the company's stock continued to be subject to \"delisting risk warning\" treatment.</p><p><b>01. Restructuring expectations led to a surge in *ST Zotye.</b></p><p>Looking at the history of *ST Zotye's speculation, it has always been inextricably linked to \"restructuring expectations\".</p><p>On the evening of January 11 this year, *ST Zotye issued an \"Announcement on the Progress of Public Recruitment of Investors\", stating that on December 25 and December 28, 2020, the pre-restructuring administrator signed a \"Confidentiality Agreement\" with one potential investor and a \"Letter of Intent\" with another potential investor, respectively.</p><p><b>From then on</b>，<b>*ST Zotye's stock price then began to rise continuously.</b></p><p>The two potential investors have paid the corresponding confidentiality deposits and letter of intent deposits, and have begun to conduct specific due diligence work after paying the deposits. As the saying goes, \"stock trading is about expectations,\" and the expectation that \"someone will take over the restructuring\" became the core driving force behind *ST Zotye's continuous rise.<img src=\"https://static.tigerbbs.com/d01c30a1357f4ca66327ea763408b69c\" tg-width=\"613\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>There were rumors in the market that the investor might be<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Xiaomi<a href=\"https://laohu8.com/S/NIO\">Nio</a>One of the cases involving Baoneng is that Baoneng was once \"confirmed\" by official sources.</b></p><p>However, *ST Zotye later emphasized that Tesla, Xiaomi, Nio, and Baoneng were not investors in the company's pre-restructuring.</p><p>According to media reports, the official website of the Linyi Municipal Bureau of Commerce in Shandong Province once announced that the cooperation project between Baoneng Automobile Group Co., Ltd., a subsidiary of Baoneng Group, and Linyi Zotye has entered the substantive negotiation stage.</p><p>However, Baoneng Auto denied the above claims to several media outlets, and subsequently, the Linyi Municipal Bureau of Commerce retracted the release.</p><p><b>02. Zhibo Investment terminates its investment company; its first and second largest circulating shareholders both abscond.</b></p><p>After surging 61 times to the daily limit,<b>A major negative event, like a bolt from the blue, could become the straw that broke *ST Zotye's consecutive limit-up days.</b></p><p>On the evening of June 25, Zotye Automobile issued an announcement stating that, in accordance with the relevant provisions of the \"Confidentiality Agreement\" signed between potential investor Zhibo Investment and the company in December 2020, Zhibo Investment has decided to terminate its investment in the company.</p><p><img src=\"https://static.tigerbbs.com/5d029f53c2c47afc85afae9ea489f8f0\" tg-width=\"682\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p><p>The announcement also warned that the company's stock may face the risk of delisting. If the company successfully implements the restructuring and completes the restructuring plan, it will help optimize the company's asset and liability structure and enhance the company's sustainable operation and profitability. If the restructuring fails, the company risks being declared bankrupt.</p><p>On Monday, June 28, *ST Zotye opened at the daily limit down, with more than 480,000 lots of buy orders, amounting to more than 350 million yuan.</p><p><b>Some analysts have traced the dynamic timeline of potential investors in *ST Zotye, and the matter can actually be traced back to December of last year.</b></p><p>On December 25, 2020, *ST Zotye disclosed for the first time that Shanghai Zhiyang had signed a \"Confidentiality Agreement\" and a \"Letter of Intent\" with the pre-restructuring administrator, and paid the corresponding confidentiality deposit and letter of intent deposit. On December 28, 2020, Hunan Zhibo signed a \"Confidentiality Agreement\" with the pre-reorganization administrator and paid the corresponding confidentiality deposit.</p><p><img src=\"https://static.tigerbbs.com/f3948a0dfa5378ccb2f70cea501d90ce\" tg-width=\"656\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p><p><b>According to *ST Zotye's announcement on April 7, the company currently has two potential investors.</b>One is Shanghai Zhiyang Investment Co., Ltd. (hereinafter referred to as \"Shanghai Zhiyang\"), and the other is Hunan Zhibo Equity Investment Fund Management Co., Ltd. (hereinafter referred to as \"Hunan Zhibo\"). According to Qichacha, both companies are private equity fund managers with registered capital of 50 million yuan and 10 million yuan respectively, and neither has any background in the automotive industry chain.</p><p><b>However, in May, things took another turn.</b>。 On the evening of May 12, *ST Zotye, which has entered the pre-restructuring stage, issued an announcement stating that on May 12, 2021, the company received a letter from Shanghai Zhiyang Investment Co., Ltd., which was forwarded by the company's pre-restructuring administrator: \"Based on the company's assessment of the due diligence results of Zotye Automobile Co., Ltd. (hereinafter referred to as Zotye Automobile), as well as the recent abnormal fluctuations in Zotye Automobile's stock price and its serious deviation from its fundamentals, and out of consideration of investment prudence, the company has decided to temporarily postpone the investment in Zotye Automobile.\"</p><p><b>Currently, Zhibo Investment has chosen to terminate its investment in Zotye Automobile, and another potential investor, Shanghai Zhiyang, has also announced a suspension of its investment. There is considerable uncertainty regarding whether it will ultimately decide to restructure Zotye Automobile.</b>。</p><p>To make matters worse, in addition to some institutions terminating their investments,<b>Even *ST Zotye's \"family members\" have engaged in large-scale share reductions.</b>。</p><p>On May 24 and May 27, *ST Zotye issued two pre-disclosure announcements regarding the reduction of shares held by shareholders holding more than 5% of the company's shares. First, Great Wall (Deyang) Changfu Investment Fund Partnership, a shareholder holding 7.03% of the company's shares, plans to reduce its holdings by no more than 2.03% of the company's total share capital through centralized bidding or block trading. Secondly, Wuhan Tianfeng Zhixin Investment Center (Limited Partnership), a shareholder holding 5.84% of the shares, plans to use centralized bidding or block trading.<b>\"Clearance-style\" share reduction</b>。</p><p>According to Wind data, the company's first-quarter report shows that Great Wall Changfu and Tianfeng Zhixin are the company's first and second largest circulating shareholders, respectively.</p><p>The Daily Economic News believes that<b>The sudden move by the two major shareholders when the stock price was at a high level, besides generating profits, clearly demonstrates a loss of confidence in *ST Zotye's future.</b>。</p><p>Next, will *ST Zotye, which is experiencing a complete failure and a state of panic, continue to hit the daily limit down for several consecutive days, or will it continue to be speculated on and reach new highs?</p><p><b>03. The core value lies in the license plate, but \"counterfeit Porsches\" cannot be tolerated.</b></p><p>Regarding *ST Zotye's consecutive daily limit-up moves,<b>The entry of emerging car manufacturers may be one of the catalysts.</b>。</p><p>Recently, giants such as Xiaomi, Huawei, and Didi have successively launched car manufacturing plans, and the qualification for emerging electric vehicle manufacturers to participate in the competition is essentially a car manufacturing license.<b>However, as of now, the National Development and Reform Commission has stopped issuing new energy vehicle</b>。</p><p><b>Zotye possesses the production qualifications for new energy passenger vehicles and commercial vehicles.</b>。 According to public information, Zotye is one of the earliest automakers in China to enter the new energy vehicle industry. It is also the first company in China to hold an invention patent in the field of pure electric vehicles and the first company to obtain a production and sales license for pure electric passenger vehicles.</p><p>Nevertheless,<b>However, Zotye's rapid expansion by imitating luxury cars was quite surprising.</b>。 In 2016, the company launched the Zotye SR9, which resembles the Porsche Macan in appearance and is known as \"Baoshitai\". Furthermore, due to frequent quality problems, Zotye Auto's sales have declined rapidly in recent years.</p><p><img src=\"https://static.tigerbbs.com/aeb2f12b758335d213c513448b74d590\" tg-width=\"503\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p><p>With such a knock-off art style, coupled with worrying quality issues, so what if it has a license? Ultimately, it was difficult to convince investors and partners.</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>With 61 consecutive limit-up days, what kind of \"strange trend\" has swept through the most outperforming ST stocks?</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\">\nWith 61 consecutive limit-up days, what kind of \"strange trend\" has swept through the most outperforming ST stocks?\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\">2021-06-29 17:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>If you were to ask which stock is the most volatile this year, it would definitely be...<a href=\"https://laohu8.com/S/000980\">*ST Zotye</a>Unquestionably.</p><p>Since the beginning of this year, *ST Zotye has surged 61 times to the daily limit in over 100 trading days, becoming...<b>A-share limit-up king</b>The stock price has also soared from 1.34 yuan at the beginning of the year to 7.5 yuan at present, an increase of 460%, and the stock price has increased fivefold!</p><p>If calculated based on the highest increase, *ST Zotye's performance this year...<b>The cumulative increase reached a staggering 628%, more than six times!</b></p><p><img src=\"https://static.tigerbbs.com/83019cb4d2e69da5e15ccb2c837e3f24\" tg-width=\"840\" tg-height=\"470\"></p><p>During this period, the company issued multiple announcements regarding abnormal stock price fluctuations and warnings that its stock might be subject to delisting risk warnings. Despite three suspensions for investigation, the company failed to stop its stock price from soaring.</p><p>according to<a href=\"https://laohu8.com/S/300033\">Tonghuashun</a>Statistics show that from January 11 to June 24, *ST Zotye appeared on the stock exchange's daily trading list as many as 23 times, attracting many speculative funds to participate in the speculation.</p><p>According to Choice's stock exchange's trading data, as of June 24, the top five brokerage firms with the largest purchase amounts for *ST Zotye over three consecutive trading days were all from firms known as the \"retail investor stronghold.\"<a href=\"https://laohu8.com/S/300059\">Eastmoney</a>Securities Lhasa branch.</p><p><img src=\"https://static.tigerbbs.com/46071fe71f43e7f8af7638a92f29ea34\" tg-width=\"1080\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that,<b>Due to continuous losses, *ST Zotye faces the risk of being delisted. Following the shocking 10 billion yuan loss in the automotive industry in 2019</b>*ST Zotye 2020<b>Another loss of 10.801 billion yuan</b>As of the end of 2020, the company's net assets were -4.423 billion yuan. According to regulations, the company's audited net assets in 2020 were negative, and the company's stock continued to be subject to \"delisting risk warning\" treatment.</p><p><b>01. Restructuring expectations led to a surge in *ST Zotye.</b></p><p>Looking at the history of *ST Zotye's speculation, it has always been inextricably linked to \"restructuring expectations\".</p><p>On the evening of January 11 this year, *ST Zotye issued an \"Announcement on the Progress of Public Recruitment of Investors\", stating that on December 25 and December 28, 2020, the pre-restructuring administrator signed a \"Confidentiality Agreement\" with one potential investor and a \"Letter of Intent\" with another potential investor, respectively.</p><p><b>From then on</b>，<b>*ST Zotye's stock price then began to rise continuously.</b></p><p>The two potential investors have paid the corresponding confidentiality deposits and letter of intent deposits, and have begun to conduct specific due diligence work after paying the deposits. As the saying goes, \"stock trading is about expectations,\" and the expectation that \"someone will take over the restructuring\" became the core driving force behind *ST Zotye's continuous rise.<img src=\"https://static.tigerbbs.com/d01c30a1357f4ca66327ea763408b69c\" tg-width=\"613\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>There were rumors in the market that the investor might be<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Xiaomi<a href=\"https://laohu8.com/S/NIO\">Nio</a>One of the cases involving Baoneng is that Baoneng was once \"confirmed\" by official sources.</b></p><p>However, *ST Zotye later emphasized that Tesla, Xiaomi, Nio, and Baoneng were not investors in the company's pre-restructuring.</p><p>According to media reports, the official website of the Linyi Municipal Bureau of Commerce in Shandong Province once announced that the cooperation project between Baoneng Automobile Group Co., Ltd., a subsidiary of Baoneng Group, and Linyi Zotye has entered the substantive negotiation stage.</p><p>However, Baoneng Auto denied the above claims to several media outlets, and subsequently, the Linyi Municipal Bureau of Commerce retracted the release.</p><p><b>02. Zhibo Investment terminates its investment company; its first and second largest circulating shareholders both abscond.</b></p><p>After surging 61 times to the daily limit,<b>A major negative event, like a bolt from the blue, could become the straw that broke *ST Zotye's consecutive limit-up days.</b></p><p>On the evening of June 25, Zotye Automobile issued an announcement stating that, in accordance with the relevant provisions of the \"Confidentiality Agreement\" signed between potential investor Zhibo Investment and the company in December 2020, Zhibo Investment has decided to terminate its investment in the company.</p><p><img src=\"https://static.tigerbbs.com/5d029f53c2c47afc85afae9ea489f8f0\" tg-width=\"682\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p><p>The announcement also warned that the company's stock may face the risk of delisting. If the company successfully implements the restructuring and completes the restructuring plan, it will help optimize the company's asset and liability structure and enhance the company's sustainable operation and profitability. If the restructuring fails, the company risks being declared bankrupt.</p><p>On Monday, June 28, *ST Zotye opened at the daily limit down, with more than 480,000 lots of buy orders, amounting to more than 350 million yuan.</p><p><b>Some analysts have traced the dynamic timeline of potential investors in *ST Zotye, and the matter can actually be traced back to December of last year.</b></p><p>On December 25, 2020, *ST Zotye disclosed for the first time that Shanghai Zhiyang had signed a \"Confidentiality Agreement\" and a \"Letter of Intent\" with the pre-restructuring administrator, and paid the corresponding confidentiality deposit and letter of intent deposit. On December 28, 2020, Hunan Zhibo signed a \"Confidentiality Agreement\" with the pre-reorganization administrator and paid the corresponding confidentiality deposit.</p><p><img src=\"https://static.tigerbbs.com/f3948a0dfa5378ccb2f70cea501d90ce\" tg-width=\"656\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p><p><b>According to *ST Zotye's announcement on April 7, the company currently has two potential investors.</b>One is Shanghai Zhiyang Investment Co., Ltd. (hereinafter referred to as \"Shanghai Zhiyang\"), and the other is Hunan Zhibo Equity Investment Fund Management Co., Ltd. (hereinafter referred to as \"Hunan Zhibo\"). According to Qichacha, both companies are private equity fund managers with registered capital of 50 million yuan and 10 million yuan respectively, and neither has any background in the automotive industry chain.</p><p><b>However, in May, things took another turn.</b>。 On the evening of May 12, *ST Zotye, which has entered the pre-restructuring stage, issued an announcement stating that on May 12, 2021, the company received a letter from Shanghai Zhiyang Investment Co., Ltd., which was forwarded by the company's pre-restructuring administrator: \"Based on the company's assessment of the due diligence results of Zotye Automobile Co., Ltd. (hereinafter referred to as Zotye Automobile), as well as the recent abnormal fluctuations in Zotye Automobile's stock price and its serious deviation from its fundamentals, and out of consideration of investment prudence, the company has decided to temporarily postpone the investment in Zotye Automobile.\"</p><p><b>Currently, Zhibo Investment has chosen to terminate its investment in Zotye Automobile, and another potential investor, Shanghai Zhiyang, has also announced a suspension of its investment. There is considerable uncertainty regarding whether it will ultimately decide to restructure Zotye Automobile.</b>。</p><p>To make matters worse, in addition to some institutions terminating their investments,<b>Even *ST Zotye's \"family members\" have engaged in large-scale share reductions.</b>。</p><p>On May 24 and May 27, *ST Zotye issued two pre-disclosure announcements regarding the reduction of shares held by shareholders holding more than 5% of the company's shares. First, Great Wall (Deyang) Changfu Investment Fund Partnership, a shareholder holding 7.03% of the company's shares, plans to reduce its holdings by no more than 2.03% of the company's total share capital through centralized bidding or block trading. Secondly, Wuhan Tianfeng Zhixin Investment Center (Limited Partnership), a shareholder holding 5.84% of the shares, plans to use centralized bidding or block trading.<b>\"Clearance-style\" share reduction</b>。</p><p>According to Wind data, the company's first-quarter report shows that Great Wall Changfu and Tianfeng Zhixin are the company's first and second largest circulating shareholders, respectively.</p><p>The Daily Economic News believes that<b>The sudden move by the two major shareholders when the stock price was at a high level, besides generating profits, clearly demonstrates a loss of confidence in *ST Zotye's future.</b>。</p><p>Next, will *ST Zotye, which is experiencing a complete failure and a state of panic, continue to hit the daily limit down for several consecutive days, or will it continue to be speculated on and reach new highs?</p><p><b>03. The core value lies in the license plate, but \"counterfeit Porsches\" cannot be tolerated.</b></p><p>Regarding *ST Zotye's consecutive daily limit-up moves,<b>The entry of emerging car manufacturers may be one of the catalysts.</b>。</p><p>Recently, giants such as Xiaomi, Huawei, and Didi have successively launched car manufacturing plans, and the qualification for emerging electric vehicle manufacturers to participate in the competition is essentially a car manufacturing license.<b>However, as of now, the National Development and Reform Commission has stopped issuing new energy vehicle</b>。</p><p><b>Zotye possesses the production qualifications for new energy passenger vehicles and commercial vehicles.</b>。 According to public information, Zotye is one of the earliest automakers in China to enter the new energy vehicle industry. It is also the first company in China to hold an invention patent in the field of pure electric vehicles and the first company to obtain a production and sales license for pure electric passenger vehicles.</p><p>Nevertheless,<b>However, Zotye's rapid expansion by imitating luxury cars was quite surprising.</b>。 In 2016, the company launched the Zotye SR9, which resembles the Porsche Macan in appearance and is known as \"Baoshitai\". Furthermore, due to frequent quality problems, Zotye Auto's sales have declined rapidly in recent years.</p><p><img src=\"https://static.tigerbbs.com/aeb2f12b758335d213c513448b74d590\" tg-width=\"503\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p><p>With such a knock-off art style, coupled with worrying quality issues, so what if it has a license? Ultimately, it was difficult to convince investors and partners.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8ea9e4b472cd3f7c83196f81fbd8882","relate_stocks":{"000980":"众泰汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188452851","content_text":"如果问今年最妖的股是哪只，那一定非*ST众泰莫属。\n今年以来，*ST众泰在100多个交易日狂拉61个涨停，成为A股涨停王，股价也从年初的1.34元飙升至目前的7.5元，足足涨了460%，股价翻了5倍！\n如果按照最高涨幅计算，*ST众泰年内的累计涨幅更是高达628%，超过6倍！\n\n期间公司多次发布股价异动公告及股票可能被实施退市风险警示的提示性公告，并历经3次停牌核查，也未能阻止股价“一骑绝尘”。\n据同花顺统计，自1月11日以来截至6月24日，*ST众泰登上交易所龙虎榜的次数高达23次，吸引了诸多游资参与炒作。\nChoice龙虎榜数据显示，截至6月24日，*ST众泰连续三个交易日内，买入金额最大的前5名营业部均为被称为“散户大本营”的东方财富证券拉萨营业部。\n\n值得注意的是，由于连续亏损，*ST众泰存在被终止上市的风险。在继2019年出现震惊汽车行业的百亿亏损后，*ST众泰2020年再度亏损108.01亿元，截至2020年末，公司净资产为-44.23亿元。根据规定，公司2020年度经审计后的净资产为负值，公司股票继续被实施“退市风险警示”处理。\n01、重组预期致*ST众泰暴涨\n纵观*ST众泰的炒作历史，则一向与“重组预期”脱不开干系。\n今年1月11日晚间，*ST众泰发布《关于公开招募投资人的进展公告》称，2020年12月25日、12月28日，预重整管理人分别与一家意向投资人签署了《保密协议》，与另一家意向投资人签署了《保密协议》和《意向协议书》。\n自此以后，*ST众泰的股价便开始“涨涨不休”。\n两家意向投资人已缴纳相应的保密保证金和意向保证金，并着手在缴纳保证金后开展具体的尽职调查工作。正所谓“炒股炒的是预期”，“有人接盘重整”的预期成为之后*ST众泰不断上涨的核心驱动力。\n对此，市场一度传言投资方可能为特斯拉、小米、蔚来和宝能的其中之一，其中宝能还一度被官方消息“实锤”。\n但后来，*ST众泰又强调称，特斯拉、小米、蔚来和宝能均不是公司预重整投资人。\n据媒体了解，山东临沂市商务局官网曾发布消息称，宝能集团旗下宝能汽车集团有限公司与临沂众泰合作项目已进入实质性洽谈阶段。\n不过，宝能汽车对多家媒体否认了上述说法，随后，临沂市商务局也撤销了该发布内容。\n02、致博投资终止投资公司，第一、二大流通股东双双“跑路”\n在狂拉61个涨停后，一则重大利空晴天霹雳一般，或许成为压垮*ST众泰连板的稻草。\n6月25日晚间，众泰汽车发布公告称，根据意向投资人致博投资与公司2020年12月签署的《保密协议书》的相关约定，致博投资决定终止投资本公司。\n\n同时，公告还提示，公司股票可能面临终止上市的风险。如果公司顺利实施重整并执行完毕重整计划，将有利于优化公司资产负债结构，提升公司的持续经营及盈利能力。若重整失败，公司将存在被宣告破产的风险。\n6月28日周一，*ST众泰开盘一字跌停，封单超过48万手，封单金额超过3.5亿元。\n有分析人士梳理了*ST众泰意向投资者的动态时间线，其实事情可以追溯到去年12月。\n在2020年12月25日，*ST众泰首次披露，上海智阳与预重整管理人签署了《保密协议》和《意向协议书》，并缴纳了相应的保密保证金和意向保证金。2020年12月28日，湖南致博与预重整管理人签署了《保密协议》，并缴纳了相应的保密保证金。\n\n根据4月7日*ST众泰的公告，目前公司意向投资人有两家，一家是上海智阳投资有限公司(下称“上海智阳”)，另一家是湖南致博股权投资基金管理有限公司(下称“湖南致博”)。企查查显示，这两家公司均为私募基金管理人，注册资本分别为5000万元和1000万元，且均无汽车产业链相关背景。\n然而时间到了5月，事情又发生了转折。5月12日晚间，已进入预重整阶段的*ST众泰发布公告称，公司于2021年5月12日收到公司预重整管理人转交的上海智阳投资有限公司向其发出的函：“基于本公司对众泰汽车股份有限公司(下称众泰汽车)尽职调查结果的评估，以及近期众泰汽车股价异动、严重偏离其基本面，出于投资谨慎性考虑，本公司决定暂缓推进对众泰汽车的投资事宜。”\n如今，致博投资选择终止推进对众泰汽车的投资事宜，而目前另一家意向投资人上海智阳亦宣布暂缓投资，是否最终决定重组众泰汽车存在很大不确定性。\n祸不单行的是，除了有机构终止投资，就连*ST众泰的“自家人”也玩起了大减持。\n5月24日和5月27日，*ST众泰分别发布了两则关于持股5%以上股东减持公司股份的预披露公告。首先，持股7.03%的股东长城（德阳）长富投资基金合伙企业计划以集中竞价方式或大宗交易方式减持公司股份合计不超过公司总股本比例 2.03%；其次，持股5.84%的股东武汉天风智信投资中心（有限合伙）计划以集中竞价方式或大宗交易方式“清仓式”减持。\nWind数据显示，公司一季报显示，长城长富和天风智信分别为公司第一、第二大流通股东。\n每日经济新闻认为，两位大股东在股价处于高位时突然来这么一招，除了获取收益之外，对*ST众泰的未来失去信心也是可以明确感觉到的。\n接下来，“四大皆空”“风声鹤唳”的*ST众泰将会连续数跌停板，还是继续被资金炒作再创新高呢？\n03、核心价值在牌照，但“山寨保时捷”不能忍\n对于*ST众泰的连板，造车新势力的入局或许是催化之一。\n近日，小米、华为、滴滴等巨头先后启动造车计划，而新势力造车的参赛资格就是一张造车资质，但截至目前发改委已停发新能源车生产资质。\n而众泰拥有新能源乘用车和商用车的生产资质。资料显示，众泰是国内最早进入新能源汽车行业的车企之一，也上国内第一个纯电动整车领域的发明专利、第一个获得了纯电动乘用车生产销售许可证的企业。\n尽管如此，但众泰采用模仿豪车的方式迅速扩张，让人大跌眼镜。2016年，公司推出了外形酷似保时捷Macan的众泰SR9，被称为“保时泰”。此外由于质量问题频发，近年来众泰汽车销量迅速下滑。\n\n这样的山寨画风，加之以令人担忧的质量问题，即使有一张牌照又如何？最终还是难以让投资方和合作方信服。","news_type":1,"symbols_score_info":{"000980":0.9}},"isVote":1,"tweetType":1,"viewCount":4775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163332354,"gmtCreate":1623859546878,"gmtModify":1703821770141,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"Finally drop down ","listText":"Finally drop down ","text":"Finally drop down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163332354","isVote":1,"tweetType":1,"viewCount":5161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189832744,"gmtCreate":1623250496688,"gmtModify":1704199430672,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"Sites","listText":"Sites","text":"Sites","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189832744","repostId":"1143414633","repostType":4,"repost":{"id":"1143414633","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":1623250391,"share":"https://ttm.financial/m/news/1143414633?lang=en_US&edition=fundamental","pubTime":"2021-06-09 22:53","market":"us","language":"zh","title":"[Unusual Movement] UPS shares plunged intraday, currently down over 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1143414633","media":"老虎资讯综合","summary":"6月9日，联合包裹盘中跳水，现跌超5%，今日公司召开投资者日活动，更新了未来数年的财务指引。UPS预计2023年合并收入约在980亿美元至1020亿美元之间。预计2021-2023年累计资本支出约为1","content":"<p>June 9th,<a href=\"https://laohu8.com/S/UPS\">combined package</a>The company plunged during trading and is now down more than 5%. Today, the company held an investor day event and updated its financial guidance for the next few years. UPS expects consolidated revenue to be between $98 billion and $102 billion in 2023. Cumulative capital expenditures are projected to be approximately US$13.5 billion to US$14.5 billion in 2021-2023.</p><p><img src=\"https://static.tigerbbs.com/d31bf36591c9e3b11ee110aff2d29821\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Unusual Movement] UPS shares plunged intraday, currently down over 5%.</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\">\n[Unusual Movement] UPS shares plunged intraday, currently down over 5%.\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\">2021-06-09 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>June 9th,<a href=\"https://laohu8.com/S/UPS\">combined package</a>The company plunged during trading and is now down more than 5%. Today, the company held an investor day event and updated its financial guidance for the next few years. UPS expects consolidated revenue to be between $98 billion and $102 billion in 2023. Cumulative capital expenditures are projected to be approximately US$13.5 billion to US$14.5 billion in 2021-2023.</p><p><img src=\"https://static.tigerbbs.com/d31bf36591c9e3b11ee110aff2d29821\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5edff54f0b520d2a5df5f8f67f40178d","relate_stocks":{"UPS":"联合包裹"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143414633","content_text":"6月9日，联合包裹盘中跳水，现跌超5%，今日公司召开投资者日活动，更新了未来数年的财务指引。UPS预计2023年合并收入约在980亿美元至1020亿美元之间。预计2021-2023年累计资本支出约为135亿至145亿美元。","news_type":1,"symbols_score_info":{"UPS":0.9}},"isVote":1,"tweetType":1,"viewCount":4894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133064699,"gmtCreate":1621671013511,"gmtModify":1704361325627,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"He ear a lot of money","listText":"He ear a lot of money","text":"He ear a lot of money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133064699","repostId":"1128645604","repostType":4,"isVote":1,"tweetType":1,"viewCount":4982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197137900,"gmtCreate":1621432960000,"gmtModify":1704357572466,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/197137900","repostId":"1125247628","repostType":4,"repost":{"id":"1125247628","kind":"news","pubTimestamp":1621425849,"share":"https://ttm.financial/m/news/1125247628?lang=en_US&edition=fundamental","pubTime":"2021-05-19 20:04","market":"us","language":"zh","title":"Gaoyi liquidates its holdings, while Hillhouse Capital increases its holdings Why are their judgments so diametrically opposed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125247628","media":"上海证券报","summary":"近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的","content":"<p><div>Recently, Gaoyi Asset Management disclosed its latest US stock holdings. Data shows that as of the end of the first quarter of this year, Gaoyi Asset Management held shares in 21 companies in the US stock market, with a total market value of $410 million, a slight decrease compared to the end of last year. Among them, Chinese concept stocks such as JD.com, Pinduoduo, and NetEase remain important investments for Gaoyi Asset Management. In terms of portfolio adjustment direction, Gaoyi Asset Management sold off all its holdings in Alibaba in the first quarter. It is worth noting that Hillhouse Capital, which had just announced its US stock holdings, slightly increased its holdings in Alibaba in the first quarter. Why are there so many differences among asset management giants regarding Chinese technology stocks in the US market? Celebrities like Alibaba and Pinduoduo...</p><p><a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">Web page link</a></div></p>","source":"shzqb","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>Gaoyi liquidates its holdings, while Hillhouse Capital increases its holdings Why are their judgments so diametrically opposed?</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\">\nGaoyi liquidates its holdings, while Hillhouse Capital increases its holdings Why are their judgments so diametrically opposed?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-05-19 20:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Recently, Gaoyi Asset Management disclosed its latest US stock holdings. Data shows that as of the end of the first quarter of this year, Gaoyi Asset Management held shares in 21 companies in the US stock market, with a total market value of $410 million, a slight decrease compared to the end of last year. Among them, Chinese concept stocks such as JD.com, Pinduoduo, and NetEase remain important investments for Gaoyi Asset Management. In terms of portfolio adjustment direction, Gaoyi Asset Management sold off all its holdings in Alibaba in the first quarter. It is worth noting that Hillhouse Capital, which had just announced its US stock holdings, slightly increased its holdings in Alibaba in the first quarter. Why are there so many differences among asset management giants regarding Chinese technology stocks in the US market? Celebrities like Alibaba and Pinduoduo...</p><p><a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125247628","content_text":"近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的重要布局。\n从调仓方向来看，高毅资产一季度清仓了阿里巴巴，值得注意的是，刚刚公布美股持仓不久的高瓴一季度却小幅加仓了阿里巴巴，为何资管大佬对美国市场的科技中概股分歧如此之大？阿里巴巴、拼多多等明星中概股在回调后是否存在投资机会？\n集中持股 偏爱中概股\n美国证监会最新披露的数据显示，截至今年3月底，高毅资产旗下共计持仓21家美股上市公司，持股市值合计为4.1亿美元。\n\n从高毅资产的美股持仓可以看出，其标的非常集中，前五大重仓股为拼多多、微博、网易、哔哩哔哩和好未来，前五大重仓股合计市值为3.14亿美元，占整个高毅美股持仓的比例为76.3%。\n不仅是前五大重仓股全部为中概股，在高毅资产美股持仓的前十大重仓股中，中概股也是主角。数据显示，截至一季度末，高毅资产前十大重仓股中的中概股数量为9只。\n清仓阿里巴巴\n从调仓动作看，高毅资产一季度大手笔减持了微博、拼多多等科技股，其中比较引人注意的是，其一季度清仓了阿里巴巴。\n数据显示，截至今年一季度末，高毅资产持有拼多多97.1万股，相比于去年底的105.78万股小幅下降，持有微博111.9万股，相比于去年底的131.8万股减持近20万股，一季度还减持了哔哩哔哩1.25万股。另外，高毅资产去年底还持有阿里巴巴1.97万股，截至今年一季度末，阿里巴巴已经在高毅资产的美股持仓中消失。\n值得注意的是，高毅资产对于阿里巴巴的操作与前不久公布美股持仓的高瓴截然相反。\n公开资料显示，高瓴去年四季度清仓了阿里巴巴，但在今年一季度却小幅加仓该股票。\n从股价走势来看，阿里巴巴由于负面消息频出，去年四季度以来一直处于震荡调整状态。Choice数据显示，去年11月、12月阿里巴巴股价跌幅分别为13.56%和11.63%，截至5月17日，今年以来的跌幅更是超过9%。\n\n“高毅资产和高瓴的美股持仓体量本就不一样，持有阿里巴巴的时间也不尽相同，因此操作相反情有可原。阿里巴巴虽然估值有所消化，一季度业绩也不错，但美债收益率的快速提升，传统电商行业格局和政策层面的不确定性提升，都是资金犹豫的重要原因，因此机构投资者的分歧也越来越明显。”沪上一位私募人士直言。\n美股科技板块存分歧\n从近期密集披露的高瓴、高毅资产、景林资产等私募巨头的美股持仓情况来看，不仅是阿里巴巴，其对多只科技股的操作分歧较为明显。\n比如，景林资产和高毅资产一季度选择减仓拼多多，阶段性回避高估值回调风险，高瓴却无惧波动，一季度末持有拼多多的数量相比于去年底无变化，高瓴今年一季度减持了京东，而高毅资产则新进买入该股票。\n北京一位私募基金经理直言：“目前市场对于拼多多的顾虑有两方面，一是在流动性收紧的过程中股票存在估值回调风险，二是拼多多的盈利模式能否持续还需要继续观察，而阿里巴巴虽然经过下跌，但也需要警惕政策面的扰动因素，所以市场尚未达成一致预期，不过必须承认的是，一般市场对某只标的存在分歧的时候，也大概率是投资的好时机，可以重点关注。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101774776,"gmtCreate":1619953213795,"gmtModify":1704336734623,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"Jiay","listText":"Jiay","text":"Jiay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101774776","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","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":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=en_US&edition=fundamental","pubTime":"2021-04-20 16:19","market":"fut","language":"zh","title":"Reminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，","content":"<p>The May Day holiday is just around the corner, and it's worth mentioning that this year's May Day holiday will continue for five consecutive days. The stock market arrangements for the May Day holiday are also a focus of attention for investors. Let's take a look at how many days the stock market will be closed for the May Day holiday in 2021.<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A-shares:</b></p><p>The market will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong stocks:</b></p><p>Trade as usual.</p><p><b>US stocks:</b></p><p>Trade as usual.</p><p><b>UK stocks:</b></p><p>May 3rd (Monday) is Bank holiday, a traditional British holiday, and the UK stock market will be closed for one day.</p><p><b>Singapore Market:</b></p><p>Trade as usual.</p><p><b>Australian market:</b></p><p>Trade as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>It will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>It will be closed from April 29 (Thursday) to May 5 (Wednesday), and will reopen as usual from May 6 (Thursday).</p><p>Wishing all our most beautiful workers a happy, peaceful, and joyful May Day!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.</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\">\nReminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.\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\">2021-04-20 16:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The May Day holiday is just around the corner, and it's worth mentioning that this year's May Day holiday will continue for five consecutive days. The stock market arrangements for the May Day holiday are also a focus of attention for investors. Let's take a look at how many days the stock market will be closed for the May Day holiday in 2021.<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A-shares:</b></p><p>The market will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong stocks:</b></p><p>Trade as usual.</p><p><b>US stocks:</b></p><p>Trade as usual.</p><p><b>UK stocks:</b></p><p>May 3rd (Monday) is Bank holiday, a traditional British holiday, and the UK stock market will be closed for one day.</p><p><b>Singapore Market:</b></p><p>Trade as usual.</p><p><b>Australian market:</b></p><p>Trade as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>It will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>It will be closed from April 29 (Thursday) to May 5 (Wednesday), and will reopen as usual from May 6 (Thursday).</p><p>Wishing all our most beautiful workers a happy, peaceful, and joyful May Day!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。港股：照常交易。美股：照常交易。英股：5月3日（周一）为英国传统节日Bank holiday，英股休市一日新加坡市场：照常交易。澳大利亚市场：照常交易。沪股通、深股通：5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。港股通：4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。祝各位最美劳动者五一节日快乐，平安喜乐！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355863767,"gmtCreate":1617061211260,"gmtModify":1704801374764,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"Ai","listText":"Ai","text":"Ai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355863767","repostId":"2123571172","repostType":4,"isVote":1,"tweetType":1,"viewCount":4808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321832163,"gmtCreate":1615420747752,"gmtModify":1704782488399,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558672706395546","idStr":"3558672706395546"},"themes":[],"title":"","htmlText":"=p","listText":"=p","text":"=p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321832163","repostId":"2118567964","repostType":4,"repost":{"id":"2118567964","kind":"news","pubTimestamp":1615384219,"share":"https://ttm.financial/m/news/2118567964?lang=en_US&edition=fundamental","pubTime":"2021-03-10 21:50","market":"us","language":"zh","title":"Tonight, another crucial US Treasury auction will take place, with global markets eagerly awaiting it.","url":"https://stock-news.laohu8.com/highlight/detail?id=2118567964","media":"华尔街见闻","summary":"2月25日的一次美债拍卖后，美股狂泻。历史是否会重演？\n周三，10年期美国国债将再次进行拍卖，由于这事关美债收益率走势，市场对此屏息凝视。\n在这次拍卖中，其关键性作用的，可能是来自日本的美债买家。\n日","content":"<p>Following a US Treasury auction on February 25, US stocks plummeted. Will history repeat itself?</p><p>On Wednesday, the 10-year U.S. Treasury Bond will be auctioned again, and the market is watching with bated breath as it relates to the trend of U.S. Treasury yields.</p><p>The key player in this auction may be the buyers of US Treasury bonds from Japan.</p><p><h2>Japanese investors play a crucial role</h2><b>The market believes that the key to the outcome of Wednesday's auction is the demand from Japanese investors.</b></p><p>Starting in June 2019, Japan's holdings of US Treasury bonds surpassed China's for the first time since May 2017, rising to the top spot. Currently, Japan remains the largest foreign holder of U.S. government bonds.</p><p><b>Canada<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>Ben Jeffery, a U.S. fixed income market analyst, said that the weak demand at the 7-year U.S. Treasury auction at the end of last month was partly due to reduced purchases from Japan.</b></p><p>On February 25, the U.S. Treasury Department auctioned $62 billion in seven-year Treasury Bond. The bid-to-cover ratio, a measure of demand, was only 2.04, a record low and far lower than the average subscription ratio of 2.35 in the previous six auctions.</p><p>Jeffery says:</p><p>The auction of 10-year US Treasury bonds will continue the same trend.<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Fixed income analyst Meghan Swiber said:</p><p>We believe that as US Treasury yields rise, Japanese investors and pension funds from other countries will buy US Treasury bonds because they are indeed more attractive than the fixed-income markets of these countries. It is worth noting that recently, Japan has also been a major player in selling off US Treasury bonds.</p><p>according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Statistics show that Japan changed from a net buyer of foreign bonds to a net seller in February. In the last two weeks of February, Japan saw a net sell-off of overseas bonds (mainly US Treasury bonds) totaling 3.6 trillion yen, the fastest on record.</p><p><img src=\"https://static.tigerbbs.com/eceb3469cea9db552a8efb409268e9e2\" tg-width=\"449\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p>Among them, the Japanese banking industry is a major player in this wave of sell-offs of US Treasury bonds.</p><p><img src=\"https://static.tigerbbs.com/13405f269fee75decd5df1775327f235\" tg-width=\"466\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>Why have Japanese investors been selling off US Treasury bonds so aggressively recently?</p><p>Jeffery analyzed that this is related to Japan's approaching fiscal year end on March 31.</p><p><h2>What does this auction mean for the market?</h2><b>On February 25, the U.S. Treasury Department auctioned $62 billion in seven-year Treasury Bond.</b>This batch of auctioned items<b>The winning bid rate for the 7-year Treasury Bond was 1.195%, the highest closing yield since February.</b>At the time, some commentators said that this meant that no foreign investors wanted American Treasury Bond anymore.<b>This is absolutely the most embarrassing and disastrous moment in the 7-year US Treasury auction in years.</b></p><p>After the results of the 7-year US Treasury auction were released, the US Treasury market experienced a flash crash, with Treasury yields for all maturities taking off, with the 10-year yield breaking through the 1.5% and 1.6% marks in succession.<b>It surged 23 basis points that day. U.S. tech stocks also plummeted, with the Nasdaq falling 3.52% that day.</b></p><p>The Financial Times quoted TD Securities interest rate strategist Gennadiy Goldberg as saying,<b>Investors will be on tenterhooks until the new batch of US Treasury bonds is auctioned off.</b>He mentioned:</p><p><b>The fear is that one of these auctions will be as bad as the last seven-year, or worse, triggering a new round of sell-offs.</b>...This led to a new round of market turmoil, followed by another rush to flee. On Tuesday, the U.S. Treasury Department auctioned $58 billion in three-year Treasury Bond at a winning bid rate of 0.355%, increasing the bid multiple from 2.391 to 2.689, the highest level since June 2018. The yield on three-year U.S. Treasury bonds fell 1.08 basis points in the short term, hitting a low of 0.3283%, with an overall intraday volatility of less than 2.00 basis points.</p><p>Regarding Wednesday's US Treasury auction, Double Line portfolio manager Gregory Whiteley stated:</p><p>I believe this auction will have a significant impact on market sentiment in the coming weeks.<b>Analysts at NatWest in the UK predicted in a report that Wednesday's 10-year Treasury auction and the subsequent 30-year Treasury auction could lead to \"another surge in yields midweek.\"</b></p><p>NatWest stated that Tuesday's $58 billion U.S. three-year Treasury Bond auction \"was not good enough to reassure the market about the 10-year U.S. Treasury auction.\"</p><p>Last year, the U.S. Treasury Department significantly increased bond issuance to finance economic stimulus programs.</p><p>According to SIFMA data, the total amount of new U.S. government bonds issued in 2020 was approximately $3.6 trillion, compared to $2.9 trillion in 2019. ING stated that, considering the upcoming $1.9 trillion fiscal plan in the United States, the total amount of Treasury Bond issued in the United States this year is expected to reach $4 trillion.</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>Tonight, another crucial US Treasury auction will take place, with global markets eagerly awaiting it.</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\">\nTonight, another crucial US Treasury auction will take place, with global markets eagerly awaiting it.\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\">2021-03-10 21:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Following a US Treasury auction on February 25, US stocks plummeted. Will history repeat itself?</p><p>On Wednesday, the 10-year U.S. Treasury Bond will be auctioned again, and the market is watching with bated breath as it relates to the trend of U.S. Treasury yields.</p><p>The key player in this auction may be the buyers of US Treasury bonds from Japan.</p><p><h2>Japanese investors play a crucial role</h2><b>The market believes that the key to the outcome of Wednesday's auction is the demand from Japanese investors.</b></p><p>Starting in June 2019, Japan's holdings of US Treasury bonds surpassed China's for the first time since May 2017, rising to the top spot. Currently, Japan remains the largest foreign holder of U.S. government bonds.</p><p><b>Canada<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>Ben Jeffery, a U.S. fixed income market analyst, said that the weak demand at the 7-year U.S. Treasury auction at the end of last month was partly due to reduced purchases from Japan.</b></p><p>On February 25, the U.S. Treasury Department auctioned $62 billion in seven-year Treasury Bond. The bid-to-cover ratio, a measure of demand, was only 2.04, a record low and far lower than the average subscription ratio of 2.35 in the previous six auctions.</p><p>Jeffery says:</p><p>The auction of 10-year US Treasury bonds will continue the same trend.<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Fixed income analyst Meghan Swiber said:</p><p>We believe that as US Treasury yields rise, Japanese investors and pension funds from other countries will buy US Treasury bonds because they are indeed more attractive than the fixed-income markets of these countries. It is worth noting that recently, Japan has also been a major player in selling off US Treasury bonds.</p><p>according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Statistics show that Japan changed from a net buyer of foreign bonds to a net seller in February. In the last two weeks of February, Japan saw a net sell-off of overseas bonds (mainly US Treasury bonds) totaling 3.6 trillion yen, the fastest on record.</p><p><img src=\"https://static.tigerbbs.com/eceb3469cea9db552a8efb409268e9e2\" tg-width=\"449\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p>Among them, the Japanese banking industry is a major player in this wave of sell-offs of US Treasury bonds.</p><p><img src=\"https://static.tigerbbs.com/13405f269fee75decd5df1775327f235\" tg-width=\"466\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>Why have Japanese investors been selling off US Treasury bonds so aggressively recently?</p><p>Jeffery analyzed that this is related to Japan's approaching fiscal year end on March 31.</p><p><h2>What does this auction mean for the market?</h2><b>On February 25, the U.S. Treasury Department auctioned $62 billion in seven-year Treasury Bond.</b>This batch of auctioned items<b>The winning bid rate for the 7-year Treasury Bond was 1.195%, the highest closing yield since February.</b>At the time, some commentators said that this meant that no foreign investors wanted American Treasury Bond anymore.<b>This is absolutely the most embarrassing and disastrous moment in the 7-year US Treasury auction in years.</b></p><p>After the results of the 7-year US Treasury auction were released, the US Treasury market experienced a flash crash, with Treasury yields for all maturities taking off, with the 10-year yield breaking through the 1.5% and 1.6% marks in succession.<b>It surged 23 basis points that day. U.S. tech stocks also plummeted, with the Nasdaq falling 3.52% that day.</b></p><p>The Financial Times quoted TD Securities interest rate strategist Gennadiy Goldberg as saying,<b>Investors will be on tenterhooks until the new batch of US Treasury bonds is auctioned off.</b>He mentioned:</p><p><b>The fear is that one of these auctions will be as bad as the last seven-year, or worse, triggering a new round of sell-offs.</b>...This led to a new round of market turmoil, followed by another rush to flee. On Tuesday, the U.S. Treasury Department auctioned $58 billion in three-year Treasury Bond at a winning bid rate of 0.355%, increasing the bid multiple from 2.391 to 2.689, the highest level since June 2018. The yield on three-year U.S. Treasury bonds fell 1.08 basis points in the short term, hitting a low of 0.3283%, with an overall intraday volatility of less than 2.00 basis points.</p><p>Regarding Wednesday's US Treasury auction, Double Line portfolio manager Gregory Whiteley stated:</p><p>I believe this auction will have a significant impact on market sentiment in the coming weeks.<b>Analysts at NatWest in the UK predicted in a report that Wednesday's 10-year Treasury auction and the subsequent 30-year Treasury auction could lead to \"another surge in yields midweek.\"</b></p><p>NatWest stated that Tuesday's $58 billion U.S. three-year Treasury Bond auction \"was not good enough to reassure the market about the 10-year U.S. Treasury auction.\"</p><p>Last year, the U.S. Treasury Department significantly increased bond issuance to finance economic stimulus programs.</p><p>According to SIFMA data, the total amount of new U.S. government bonds issued in 2020 was approximately $3.6 trillion, compared to $2.9 trillion in 2019. ING stated that, considering the upcoming $1.9 trillion fiscal plan in the United States, the total amount of Treasury Bond issued in the United States this year is expected to reach $4 trillion.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3623180\">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/62b889d823b16eb88fde7821485a6ea1","relate_stocks":{"GOVT":"iShares安硕核心美国国债ETF","TLT":"20+年以上美国国债ETF-iShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BND":"债券指数ETF-Vanguard美国","IEI":"iShares Barclays 3-7 Year Trea"},"source_url":"https://wallstreetcn.com/articles/3623180","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118567964","content_text":"2月25日的一次美债拍卖后，美股狂泻。历史是否会重演？\n周三，10年期美国国债将再次进行拍卖，由于这事关美债收益率走势，市场对此屏息凝视。\n在这次拍卖中，其关键性作用的，可能是来自日本的美债买家。\n日本投资者举足轻重\n市场认为，周三拍卖结果好坏的关键，是日本投资者的需求。\n2019年6月起，日本的美债持仓规模自2017年5月来首次超越中国，晋升为第一位。目前，日本依然是美国政府债券的最大外国持有者。\n加拿大蒙特利尔银行的美国固收市场分析师Ben Jeffery说，上月底的7年期美债拍卖需求疲软的部分原因就是日本的购买量减少。\n在2月25日，美国财政部拍卖620亿美元的7年期国债，衡量需求的指标投标倍数（bid-to-cover ratio）仅为2.04，创历史新低，并远低于此前六次拍卖的认购倍数均值2.35。\nJeffery说：\n\n 10年期美债的拍卖会延续同样的趋势。\n\n美国银行固收分析师Meghan Swiber称：\n\n 我们认为，随着美债收益率上升，日本投资者和其他国家的养老基金都会买入美债，因为相较于这些国家的固收市场而言，美债的确更有吸引力。\n\n值得注意的是，最近，日本也是抛售美债的主力。\n据摩根大通统计，日本在2月从外国债券的净买家转变为净卖家。2月的最后两周，日本净抛售海外债券（主要是美债）总额达3.6万亿日元，为有史以来最快。\n\n其中，日本银行业又是这次抛售美债大潮中的主力。\n\n为什么最近日本投资者疯狂抛售美债？\nJeffery分析称，这和日本临近3月31日的财政年底相关。\n这次拍卖对市场意味着什么？\n2月25日，美国财政部拍卖620亿美元的7年期国债，这一批标售的7年期国债得标利率为1.195%，是2月以来最高的截标收益率。当时有评论称，这意味没有外国投资者想要美国国债了，这绝对堪称多年来7年期美债拍卖的最尴尬和最具灾难性的时刻。\n在当时7年期美债标售结果出炉后，美债市场出现闪崩，各期限美债收益率开启“放飞”模式，10年期收益率连续涨破1.5%和1.6%两道关口，当天暴涨23个基点。美国科技股同样重挫，纳指当天暴跌3.52%。\n英国《金融时报》援引TD Securities利率策略师Gennadiy Goldberg称，在新一批美债拍卖完成之前，投资者都会如坐针毡。他提到：\n\n人们担心的是，其中某一批的拍卖结果会和上次7年期一样糟糕，或者更坏，从而引发新一轮的抛售……进而导致新一轮市场动荡，然后就是又一次的争相出逃。\n\n周二，美国财政部拍卖580亿美元三年期国债，得标利率0.355%，投标倍数从2.391增至2.689，为2018年6月以来的最高水平。三年期美债收益率短线下挫1.08个基点，最低触及0.3283%，日内整体波动幅度不足2.00个基点。\n对于本周三的美债拍卖，Double Line投资组合经理Gregory Whiteley称：\n\n 我认为这次拍卖会，将会对未来几周内的市场情绪产生重大影响。\n\n英国NatWest的分析师在一份报告中预测，周三的10年期美债拍卖以及随后的30年期美债拍卖或将导致“收益率在周中再一次飙升”。\nNatWest表示，周二的580亿美元的美国三年期国债拍卖“没有好到让市场对10年期美债拍卖放心的程度”。\n去年，美国财政部大幅增加了债券发行，以资助经济刺激计划。\n根据SIFMA的数据，2020年美国政府新发行的债券总量约为3.6万亿美元，而2019年为2.9万亿美元。 ING表示，考虑到美国即将落地的1.9万亿美元财政计划，预计今年美国发行的国债总量将达到4万亿美元。","news_type":1,"symbols_score_info":{"TLT":0.9,"UBmain":0.9,"GOVT":0.9,"ZNmain":0.9,"BND":0.9,"IEF":0.9,"TNmain":0.9,"SHY":0.9,"IEI":0.9,"ZFmain":0.9,"ZTmain":0.9,"ZBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":4700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}