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ZIYOUZHE
ZIYOUZHE
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2025-09-09
$蔚来(NIO)$
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ZIYOUZHE
ZIYOUZHE
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2025-09-05
$首程控股(00697)$
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ZIYOUZHE
ZIYOUZHE
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2022-12-13
$Meta Materials Inc.(MMAT)$
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ZIYOUZHE
ZIYOUZHE
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2022-04-13
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ZIYOUZHE
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2022-04-12
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Nvidia is looked down on: Chinese players don't buy it, and graphics card prices will have to fall
近期消费级GPU的订单开始取消,原因与多种因素有关。
Nvidia is looked down on: Chinese players don't buy it, and graphics card prices will have to fall
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2022-03-22
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2022-03-18
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Microsoft encounters antitrust complaints in EU: cloud computing business accused of undermining market competition
新浪科技讯 北京时间3月17日晚间消息,据报道,微软云计算业务遭到了欧洲三家竞争对手的投诉,称微软破坏了云计算服务市场的公平竞争,限制了消费者的选择。这些竞争对手称,微软的合同和商业行为,使得其云计算服务的成本高昂。法国云计算服务提供商OVHCloud在一份声明中证实,该公司正是投诉方之一。此外,OVHCloud的发言人拒绝透露另外两名欧洲原告公司的名称。对此,欧盟委员会证实,已接到相关投诉。
Microsoft encounters antitrust complaints in EU: cloud computing business accused of undermining market competition
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ZIYOUZHE
ZIYOUZHE
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2022-03-18
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China Concept Internet ETF once again hit the daily limit. Is there an opportunity for China Concept Stocks coming?
中概股终于涨了,多只中概互联ETF连续两日涨停,中概股的机会又回来了?中概股反弹,中概互联ETF也随之上演了大反转。3月17日,广发中证海外中国互联网30ETF、嘉实中证海外中国互联网30ETF再度涨停,易方达中证海外互联ETF涨幅达7.35%。3月16日,上述3只ETF悉数涨停。在中概互联ETF迎来大涨后,投资者更是颇具申购热情。夏浩洋也提醒投资者,近期在场内交易中概互联相关ETF时,需重点关注相关产品的折溢价对投资可能会带来的影响。
China Concept Internet ETF once again hit the daily limit. Is there an opportunity for China Concept Stocks coming?
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Tristan Gerra, an analyst at Baird, an American investment bank and financial services company, downgraded its stock score to neutral. The root cause behind it is that there are too many inventories of graphics chips, and prices will continue to fall.</p><p>According to Tristan Gerra's report, orders for consumer-grade GPUs have begun to be cancelled recently due to a variety of factors, including excess inventory, slowing demand, declining computer demand, and more.</p><p><b>In addition, there are</b>Two factors have a great impact. One is Russia's embargo measures, and the other is the sharp drop in demand in the Chinese market. The domestic market accounts for 25% to 30% of the consumer GPU chip market, which has a great impact.</p><p>Judging from analysts' statements, in addition to the factors of declining overall market demand, an important reason affecting the price of graphics cards at present is the demand of consumers in the domestic market.<b>In the current situation, players don't buy it very much, and the price of graphics cards will continue to fall.</b></p><p>This will also affect NVIDIA's performance in the next quarter. As of July this year, the revenue in the Q2 fiscal quarter may only increase slightly, and the Q3 quarter will see a median decline.</p><p><img src=\"https://static.tigerbbs.com/92d0bbf0010bcf779745b72f8552ddeb\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>","source":"kkj","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>Nvidia is looked down on: Chinese players don't buy it, and graphics card prices will have to fall</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\">\nNvidia is looked down on: Chinese players don't buy it, and graphics card prices will have to fall\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">快科技</strong><span class=\"h-time small\">2022-04-12 15:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>NVIDIA's stock price plunged 5% last night because analysts were bearish. Tristan Gerra, an analyst at Baird, an American investment bank and financial services company, downgraded its stock score to neutral. The root cause behind it is that there are too many inventories of graphics chips, and prices will continue to fall.</p><p>According to Tristan Gerra's report, orders for consumer-grade GPUs have begun to be cancelled recently due to a variety of factors, including excess inventory, slowing demand, declining computer demand, and more.</p><p><b>In addition, there are</b>Two factors have a great impact. One is Russia's embargo measures, and the other is the sharp drop in demand in the Chinese market. The domestic market accounts for 25% to 30% of the consumer GPU chip market, which has a great impact.</p><p>Judging from analysts' statements, in addition to the factors of declining overall market demand, an important reason affecting the price of graphics cards at present is the demand of consumers in the domestic market.<b>In the current situation, players don't buy it very much, and the price of graphics cards will continue to fall.</b></p><p>This will also affect NVIDIA's performance in the next quarter. As of July this year, the revenue in the Q2 fiscal quarter may only increase slightly, and the Q3 quarter will see a median decline.</p><p><img src=\"https://static.tigerbbs.com/92d0bbf0010bcf779745b72f8552ddeb\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022041214441279ae9c3f&s=b\">快科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022041214441279ae9c3f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226655257","content_text":"NVIDIA公司股价昨晚重挫5%,原因是被分析师看衰,美国投资银行与金融服务公司贝雅(Baird)的分析师杰拉(Tristan Gerra)将其股票评分下调到中立,背后的根源则是显卡芯片库存过多,价格还会继续下跌。根据Tristan Gerra的报告,近期消费级GPU的订单开始取消,原因与多种因素有关,包括库存过剩、需求放缓、电脑需求下降等等。此外还有2个因素影响很大,一个是俄罗斯的禁运措施,另一个则是中国市场的需求大降,国内市场占了消费类GPU芯片市场的25%到30%份额,影响非常大。从分析师的表态来看,除了整体市场需求下滑的因素之外,目前影响显卡价格的一个重要原因就是国内市场消费者的需求了,在当前局面下玩家不太买账,显卡价格还要继续跌了。这也会导致NVIDIA接下来的季度中业绩受到影响,截止今年7月份的Q2财季中营收可能只会有微幅增长,Q3季度则会出现中位数的下滑。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034573508,"gmtCreate":1647930645739,"gmtModify":1676534281555,"author":{"id":"4092521421596580","authorId":"4092521421596580","name":"ZIYOUZHE","avatar":"https://static.tigerbbs.com/03b2077aa3c1e0657c6a0df8ed9f48a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092521421596580","idStr":"4092521421596580"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034573508","repostId":"1185192201","repostType":4,"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035847630,"gmtCreate":1647569489331,"gmtModify":1676534245918,"author":{"id":"4092521421596580","authorId":"4092521421596580","name":"ZIYOUZHE","avatar":"https://static.tigerbbs.com/03b2077aa3c1e0657c6a0df8ed9f48a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092521421596580","idStr":"4092521421596580"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035847630","repostId":"2220717739","repostType":4,"repost":{"id":"2220717739","kind":"news","pubTimestamp":1647559535,"share":"https://ttm.financial/m/news/2220717739?lang=en_US&edition=fundamental","pubTime":"2022-03-18 07:25","market":"hk","language":"zh","title":"Microsoft encounters antitrust complaints in EU: cloud computing business accused of undermining market competition","url":"https://stock-news.laohu8.com/highlight/detail?id=2220717739","media":"新浪科技","summary":"新浪科技讯 北京时间3月17日晚间消息,据报道,微软云计算业务遭到了欧洲三家竞争对手的投诉,称微软破坏了云计算服务市场的公平竞争,限制了消费者的选择。这些竞争对手称,微软的合同和商业行为,使得其云计算服务的成本高昂。法国云计算服务提供商OVHCloud在一份声明中证实,该公司正是投诉方之一。此外,OVHCloud的发言人拒绝透露另外两名欧洲原告公司的名称。对此,欧盟委员会证实,已接到相关投诉。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on the evening of March 17th, according to reports,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The cloud computing business has faced complaints from three European competitors, saying that Microsoft has undermined fair competition in the cloud computing service market and restricted consumers' choices.</p><p>These competitors say that Microsoft's contracts and business practices make the cost of its cloud computing services high. But at the same time, it also makes it difficult for its cloud computing service users to choose alternative services from competitors.</p><p>OVHCloud, a French cloud computing service provider, confirmed in a statement that it was one of the complainants. Additionally, a spokesperson for OVHCloud declined to name the other two European plaintiff companies.</p><p>OVHCloud said: \"By abusing its dominant position, Microsoft undermines fair competition in the cloud computing service market and limits consumer choice.\"</p><p>In this regard, the European Commission confirmed that it had received relevant complaints.</p><p>In response, a Microsoft spokesman said in an emailed statement: \"We have been evaluating how we can better support partners and make our software suitable for customers in all environments, including those of other cloud service providers.\"</p><p></body></html></p>","source":"sina_tech","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>Microsoft encounters antitrust complaints in EU: cloud computing business accused of undermining market competition</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\">\nMicrosoft encounters antitrust complaints in EU: cloud computing business accused of undermining market competition\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-18 07:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on the evening of March 17th, according to reports,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The cloud computing business has faced complaints from three European competitors, saying that Microsoft has undermined fair competition in the cloud computing service market and restricted consumers' choices.</p><p>These competitors say that Microsoft's contracts and business practices make the cost of its cloud computing services high. But at the same time, it also makes it difficult for its cloud computing service users to choose alternative services from competitors.</p><p>OVHCloud, a French cloud computing service provider, confirmed in a statement that it was one of the complainants. Additionally, a spokesperson for OVHCloud declined to name the other two European plaintiff companies.</p><p>OVHCloud said: \"By abusing its dominant position, Microsoft undermines fair competition in the cloud computing service market and limits consumer choice.\"</p><p>In this regard, the European Commission confirmed that it had received relevant complaints.</p><p>In response, a Microsoft spokesman said in an emailed statement: \"We have been evaluating how we can better support partners and make our software suitable for customers in all environments, including those of other cloud service providers.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://tech.sina.cn/it/2022-03-17/detail-imcwipih9090181.d.html?vt=4\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56ffcdd31788185eb3014b82161a8fbc","relate_stocks":{"BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4504":"桥水持仓","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","MSFT":"微软","BK4525":"远程办公概念","BK4097":"系统软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4576":"AR"},"source_url":"https://tech.sina.cn/it/2022-03-17/detail-imcwipih9090181.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220717739","content_text":"新浪科技讯 北京时间3月17日晚间消息,据报道,微软云计算业务遭到了欧洲三家竞争对手的投诉,称微软破坏了云计算服务市场的公平竞争,限制了消费者的选择。这些竞争对手称,微软的合同和商业行为,使得其云计算服务的成本高昂。但同时,也让其云计算服务用户很难选择竞争对手的替代服务。法国云计算服务提供商OVHCloud在一份声明中证实,该公司正是投诉方之一。此外,OVHCloud的发言人拒绝透露另外两名欧洲原告公司的名称。OVHCloud称:“通过滥用其主导地位,微软破坏了云计算服务市场的公平竞争,限制了消费者的选择。”对此,欧盟委员会证实,已接到相关投诉。对此,微软一位发言人在一封电子邮件声明中称:“我们一直在评估,如何才能更好地支持合作伙伴,让我们的软件适用于所有环境下的客户,包括其他云服务提供商的客户。”","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035847136,"gmtCreate":1647569456846,"gmtModify":1676534245912,"author":{"id":"4092521421596580","authorId":"4092521421596580","name":"ZIYOUZHE","avatar":"https://static.tigerbbs.com/03b2077aa3c1e0657c6a0df8ed9f48a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092521421596580","idStr":"4092521421596580"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035847136","repostId":"2220474040","repostType":4,"repost":{"id":"2220474040","kind":"news","pubTimestamp":1647565143,"share":"https://ttm.financial/m/news/2220474040?lang=en_US&edition=fundamental","pubTime":"2022-03-18 08:59","market":"us","language":"zh","title":"China Concept Internet ETF once again hit the daily limit. Is there an opportunity for China Concept Stocks coming?","url":"https://stock-news.laohu8.com/highlight/detail?id=2220474040","media":"中证报","summary":"中概股终于涨了,多只中概互联ETF连续两日涨停,中概股的机会又回来了?中概股反弹,中概互联ETF也随之上演了大反转。3月17日,广发中证海外中国互联网30ETF、嘉实中证海外中国互联网30ETF再度涨停,易方达中证海外互联ETF涨幅达7.35%。3月16日,上述3只ETF悉数涨停。在中概互联ETF迎来大涨后,投资者更是颇具申购热情。夏浩洋也提醒投资者,近期在场内交易中概互联相关ETF时,需重点关注相关产品的折溢价对投资可能会带来的影响。","content":"<p><html><head></head><body>Chinese concept stocks finally rose, and many Chinese concept stocks are interconnected<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF | ETFs</a>With the daily limit for two consecutive days, the opportunity for Chinese concept stocks is back?</p><p>Fund managers believe that Internet companies will still play a long-term role and continue to innovate and grow, and high-quality companies in Chinese concept stocks still have a solid fundamental foundation.</p><p><b>Zhonggai Internet ETF continues to rebound</b></p><p>In the Hong Kong stock market,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>On March 16 and 17, it rose by 23.15% and 6.81% respectively, and Meituan rose by 32.08% and 14.57% respectively on March 16 and 17.<a href=\"https://laohu8.com/S/JD\">JD.com</a>The group rose 35.64% and 18.58% on March 16 and 17, respectively. In the U.S. stock market, on March 16, local time, Ali rose 36.76%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Rose 39.20%, JD.com rose 39.36%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It even rose 56.06%.</p><p>Chinese concept stocks rebounded, and China Concept Internet ETF also staged a big reversal. On March 17, GF CSI Overseas China Internet 30 ETF and Harvest CSI Overseas China Internet 30 ETF hit their daily limit again, and E Fund CSI Overseas Internet ETF rose by 7.35%. On March 16, the above three ETFs all reached their daily limit.</p><p>It is worth noting that many China Concept Internet ETFs have experienced discounts. As of the close on March 17, the discount rate of GF CSI Overseas China Internet 30 ETF was 9.91%, and the discount rate of Harvest CSI Overseas China Internet 30 ETF was 9.28%.</p><p>Previously, the net value of China Concept Internet ETF fell sharply. From March 1 to 15, GF CSI Overseas China Internet 30 ETF fell 33.01%, Harvest CSI Overseas China Internet 30 ETF fell 32.40%, and E Fund CSI Overseas Internet ETF fell 24.45%.</p><p><b>Subscription enthusiasm is high</b></p><p>Although China Concept Internet ETF has experienced ups and downs recently, investors have always favored China Concept Internet ETF. Wind data shows that as of March 16, the share of E Fund CSI Overseas Internet ETF has increased by 8.560 billion this year, making it the fourth-largest ETF in terms of share increase this year. The shares of GF CSI Overseas China Internet 30ETF and Harvest CSI Overseas China Internet 30ETF increased by 2.258 billion and 273 million respectively.</p><p>After the China Concept Internet ETF ushered in a surge, investors were even more enthusiastic about subscribing. However, some fund companies have suggested related risks. E Fund issued two premium risk warning announcements on March 16th and 17th. In the announcement on the 17th, E Fund stated that recently, the secondary market transaction price of E Fund CSI Overseas Internet ETF has fluctuated greatly. On March 16, the closing price of the fund in the secondary market was 0.952 yuan, a premium of 25.93% relative to the reference net value of fund shares (IOPV) on that day. Investors are hereby reminded to pay attention to the risk of transaction price premium in the secondary market. If they invest blindly, they may suffer heavy losses.</p><p>High-quality Chinese concept stocks have a solid fundamental foundation</p><p>After the previous adjustment, have Chinese concept stocks ushered in better investment opportunities?</p><p>Harvest Fund said that due to external factors such as international geopolitical conflicts, the previous sharp decline in Chinese concept stocks was accidental. From an investment perspective, the volatility of technology growth stocks represented by Chinese concept stocks is relatively large, and the volatility of emerging markets is greater than that of developed markets, and the volatility of offshore markets is also higher than that of onshore markets. Overall, the current stock price decline of Chinese concept stocks is affected by news and emotional trading, but high-quality companies still have a solid fundamental foundation and have little to do with the valuation itself. Harvest Fund believes that when the market is adjusting, there will always be many irrational voices or emotions, especially the adjustments and fluctuations caused by accidental factors, which are just twists and turns on the long-term road to improvement. I believe this state will not last for a long time, and I still have great confidence in the high-quality companies.</p><p>A fund manager pointed out that in 2021, global policies on the Internet industry will be intensively introduced, mainly focusing on anti-monopoly, data security, personal privacy protection and other fields. Looking forward to 2022, under the background of stabilizing growth and emphasizing the important role of the digital economy, the domestic policy context for the Internet industry is gradually becoming clear. Future supervision will be a more systematic and normalized process, which is an important guarantee for the healthy development of the industry. Reflecting the stock price, the valuation of Internet companies has been significantly reduced. In terms of performance, the performance of Internet companies in 2021 will be under pressure due to factors such as the restriction of the epidemic on consumption and the adjustment of business structure under regulatory policies. After more than 10 years of rapid development, the Internet industry as a whole has entered the late growth stage, and the long-term valuation center is expected to fall back. After entering the mature stage, the performance stability of leading Internet companies is expected to be enhanced and their performance will be more resilient.</p><p>Xia Haoyang, fund manager of GF CSI Overseas China Internet 30ETF, also said that the impact of the \"Foreign Company Accountability Law\" on Chinese concept stocks is relatively limited. The current Chinese concept Internet sector has entered a period of macroeconomic and performance dominance, and future trends can focus on performance repair situation. In the long run, the Internet, as an important infrastructure for the national economy and people's livelihood, will continue to play a long-term role and continue to innovate and grow, whether it is the digital economy that will be advocated for a long time in the future or the future-oriented metaverse industry trend.</p><p>Xia Haoyang also reminded investors that when connecting related ETFs in on-market transactions in the near future, they need to focus on the possible impact of discounts and premiums on related products on investment.</p><p></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Concept Internet ETF once again hit the daily limit. Is there an opportunity for China Concept Stocks coming?</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\">\nChina Concept Internet ETF once again hit the daily limit. Is there an opportunity for China Concept Stocks coming?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中证报</strong><span class=\"h-time small\">2022-03-18 08:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Chinese concept stocks finally rose, and many Chinese concept stocks are interconnected<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF | ETFs</a>With the daily limit for two consecutive days, the opportunity for Chinese concept stocks is back?</p><p>Fund managers believe that Internet companies will still play a long-term role and continue to innovate and grow, and high-quality companies in Chinese concept stocks still have a solid fundamental foundation.</p><p><b>Zhonggai Internet ETF continues to rebound</b></p><p>In the Hong Kong stock market,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>On March 16 and 17, it rose by 23.15% and 6.81% respectively, and Meituan rose by 32.08% and 14.57% respectively on March 16 and 17.<a href=\"https://laohu8.com/S/JD\">JD.com</a>The group rose 35.64% and 18.58% on March 16 and 17, respectively. In the U.S. stock market, on March 16, local time, Ali rose 36.76%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Rose 39.20%, JD.com rose 39.36%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It even rose 56.06%.</p><p>Chinese concept stocks rebounded, and China Concept Internet ETF also staged a big reversal. On March 17, GF CSI Overseas China Internet 30 ETF and Harvest CSI Overseas China Internet 30 ETF hit their daily limit again, and E Fund CSI Overseas Internet ETF rose by 7.35%. On March 16, the above three ETFs all reached their daily limit.</p><p>It is worth noting that many China Concept Internet ETFs have experienced discounts. As of the close on March 17, the discount rate of GF CSI Overseas China Internet 30 ETF was 9.91%, and the discount rate of Harvest CSI Overseas China Internet 30 ETF was 9.28%.</p><p>Previously, the net value of China Concept Internet ETF fell sharply. From March 1 to 15, GF CSI Overseas China Internet 30 ETF fell 33.01%, Harvest CSI Overseas China Internet 30 ETF fell 32.40%, and E Fund CSI Overseas Internet ETF fell 24.45%.</p><p><b>Subscription enthusiasm is high</b></p><p>Although China Concept Internet ETF has experienced ups and downs recently, investors have always favored China Concept Internet ETF. Wind data shows that as of March 16, the share of E Fund CSI Overseas Internet ETF has increased by 8.560 billion this year, making it the fourth-largest ETF in terms of share increase this year. The shares of GF CSI Overseas China Internet 30ETF and Harvest CSI Overseas China Internet 30ETF increased by 2.258 billion and 273 million respectively.</p><p>After the China Concept Internet ETF ushered in a surge, investors were even more enthusiastic about subscribing. However, some fund companies have suggested related risks. E Fund issued two premium risk warning announcements on March 16th and 17th. In the announcement on the 17th, E Fund stated that recently, the secondary market transaction price of E Fund CSI Overseas Internet ETF has fluctuated greatly. On March 16, the closing price of the fund in the secondary market was 0.952 yuan, a premium of 25.93% relative to the reference net value of fund shares (IOPV) on that day. Investors are hereby reminded to pay attention to the risk of transaction price premium in the secondary market. If they invest blindly, they may suffer heavy losses.</p><p>High-quality Chinese concept stocks have a solid fundamental foundation</p><p>After the previous adjustment, have Chinese concept stocks ushered in better investment opportunities?</p><p>Harvest Fund said that due to external factors such as international geopolitical conflicts, the previous sharp decline in Chinese concept stocks was accidental. From an investment perspective, the volatility of technology growth stocks represented by Chinese concept stocks is relatively large, and the volatility of emerging markets is greater than that of developed markets, and the volatility of offshore markets is also higher than that of onshore markets. Overall, the current stock price decline of Chinese concept stocks is affected by news and emotional trading, but high-quality companies still have a solid fundamental foundation and have little to do with the valuation itself. Harvest Fund believes that when the market is adjusting, there will always be many irrational voices or emotions, especially the adjustments and fluctuations caused by accidental factors, which are just twists and turns on the long-term road to improvement. I believe this state will not last for a long time, and I still have great confidence in the high-quality companies.</p><p>A fund manager pointed out that in 2021, global policies on the Internet industry will be intensively introduced, mainly focusing on anti-monopoly, data security, personal privacy protection and other fields. Looking forward to 2022, under the background of stabilizing growth and emphasizing the important role of the digital economy, the domestic policy context for the Internet industry is gradually becoming clear. Future supervision will be a more systematic and normalized process, which is an important guarantee for the healthy development of the industry. Reflecting the stock price, the valuation of Internet companies has been significantly reduced. In terms of performance, the performance of Internet companies in 2021 will be under pressure due to factors such as the restriction of the epidemic on consumption and the adjustment of business structure under regulatory policies. After more than 10 years of rapid development, the Internet industry as a whole has entered the late growth stage, and the long-term valuation center is expected to fall back. After entering the mature stage, the performance stability of leading Internet companies is expected to be enhanced and their performance will be more resilient.</p><p>Xia Haoyang, fund manager of GF CSI Overseas China Internet 30ETF, also said that the impact of the \"Foreign Company Accountability Law\" on Chinese concept stocks is relatively limited. The current Chinese concept Internet sector has entered a period of macroeconomic and performance dominance, and future trends can focus on performance repair situation. In the long run, the Internet, as an important infrastructure for the national economy and people's livelihood, will continue to play a long-term role and continue to innovate and grow, whether it is the digital economy that will be advocated for a long time in the future or the future-oriented metaverse industry trend.</p><p>Xia Haoyang also reminded investors that when connecting related ETFs in on-market transactions in the near future, they need to focus on the possible impact of discounts and premiums on related products on investment.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/fund/2022-03-17/doc-imcwiwss6659045.shtml\">中证报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/468fad6959bf869d187e8f577559a4ab","relate_stocks":{"159729":"互联ETF","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/fund/2022-03-17/doc-imcwiwss6659045.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220474040","content_text":"中概股终于涨了,多只中概互联Pacer Swan SOS Fund of Funds ETF|ETF连续两日涨停,中概股的机会又回来了?基金经理认为,互联网企业仍将长期发挥作用并持续创新成长,中概股中的优质公司仍有坚实的基本面基础。中概互联ETF连续大反弹港股市场上,腾讯控股3月16日和17日分别上涨23.15%和6.81%,美团3月16日和17日分别上涨32.08%和14.57%,京东集团3月16日和17日分别上涨35.64%和18.58%。美股市场上,当地时间3月16日,阿里涨36.76%,百度涨39.20%,京东涨39.36%,拼多多更是大涨56.06%。中概股反弹,中概互联ETF也随之上演了大反转。3月17日,广发中证海外中国互联网30ETF、嘉实中证海外中国互联网30ETF再度涨停,易方达中证海外互联ETF涨幅达7.35%。3月16日,上述3只ETF悉数涨停。值得注意的是,多只中概互联ETF都出现了折价,截至3月17日收盘,广发中证海外中国互联网30ETF折价率为9.91%,嘉实中证海外中国互联网30ETF折价率为9.28%。此前,中概互联ETF净值大幅下跌,3月1日-15日,广发中证海外中国互联网30ETF下跌33.01%,嘉实中证海外中国互联网30ETF下跌32.40%,易方达中证海外互联ETF下跌24.45%。申购热情高涨虽然中概互联ETF近来起起伏伏,但投资者历来对中概互联ETF青睐有加。Wind数据显示,截至3月16日,今年以来易方达中证海外互联ETF份额增加85.60亿份,是今年份额增加排名第4的ETF,广发中证海外中国互联网30ETF和嘉实中证海外中国互联网30ETF份额分别增加22.58亿份和2.73亿份。在中概互联ETF迎来大涨后,投资者更是颇具申购热情。不过也有基金公司提示了相关风险。易方达基金在3月16日和17日连发两份溢价风险提示公告。在17日的公告中,易方达基金表示,近期,易方达中证海外互联ETF二级市场交易价格波动较大。3月16日,基金在二级市场的收盘价为0.952元,相对于当日的基金份额参考净值(IOPV)溢价幅度达到25.93%。特此提示投资者关注二级市场交易价格溢价风险,如果盲目投资,可能遭受重大损失。优质中概股有坚实基本面基础经过前期的调整,中概股是否迎来了较好的投资机会?嘉实基金表示,受国际地缘冲突等外部因素影响,此前中概股出现大幅下跌,具有一定偶然性。从投资角度来看,中概股为代表的科技成长股的波动本身相对比较大,而且新兴市场波动大于发达市场,离岸市场的波动也高于在岸市场。整体来看,当下中概股的股价下跌受消息面和情绪交易面的影响,但优质公司仍有坚实的基本面基础,与估值本身关系不大。嘉实基金认为,当市场在调整的时候,总是会出现很多非理性的声音或情绪,尤其是因为偶发因素造成的调整与波动,只是长期向好路上的波折。相信这种状态并不会持续很长时间,对其中优质的公司还是很有信心。一位基金经理指出,2021年,全球对互联网行业的政策密集出台,主要集中在反垄断、数据安全、个人隐私保护等领域。展望2022年,在稳增长和强调数字经济重要作用的大背景下,国内针对互联网行业的政策脉络逐渐明朗,未来的监管更多是系统化、常态化的过程,是行业健康发展的重要保证。反应到股价上,互联网公司的估值大幅下调。业绩方面,受疫情对消费的制约、监管政策下业务结构调整等因素影响,互联网公司在2021年业绩承压。经过10多年的快速发展,互联网行业整体进入成长阶段后期,长期估值中枢预计会有所回落。步入成熟期后,头部互联网公司业绩稳定性有望增强,业绩也更具韧性。广发中证海外中国互联网30ETF基金经理夏浩洋也表示,《外国公司问责法》对于中概股的影响相对有限,当前中概互联板块步入宏观经济和业绩主导期,未来走势可重点关注业绩修复情况。长期来看,互联网作为国计民生的重要基础设施,无论是未来将长期倡导的数字经济,还是面向未来的元宇宙产业趋势,互联网企业仍将长期发挥作用并持续创新成长。夏浩洋也提醒投资者,近期在场内交易中概互联相关ETF时,需重点关注相关产品的折溢价对投资可能会带来的影响。","news_type":1,"symbols_score_info":{"159729":1,"TTTN":1,"QNETCN":1}},"isVote":1,"tweetType":1,"viewCount":2215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}