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今天缘

今天缘

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2021-08-20

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@MIK抱富成长记:市場又大跌，你該怎麼應對？

2021-06-15

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@弹道美股:管你大盤如何，拓邦股份、和而泰走自己的行情！

2021-08-24

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@股票小霸王888:$SoFi Technologies Inc.(SOFI)$Seems SG Temasak bought this...any insights? They spotted a gem or they paying school fees?

2021-08-20

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@旭阳特别帅:22萬美金覆盤

2021-08-20

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Chinese concept stocks "broken brothers" welcome a heavy new friend: Alibaba

2021-08-20

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Chinese concept stocks "broken brothers" welcome a heavy new friend: Alibaba

2021-06-15

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@零态LT:王興爲何還不退

2021-06-15

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@万小刀:“國民老公”的瓜

2021-06-12

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@骚Will搞美股:請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意] 在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：@Tony特別帥@愛發紅包的虎妞@小虎AV$正一科技(MOSY)$$第一電臺(UONE)$$Vinco Ventures, Inc.(BBIG)$$AMC院線(AMC)$$阿什福德酒店管理信託公司(AHT)$

2021-08-28

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2021-08-26

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@美股大数据:缺芯狀況不改，半導體類股票值得關注！

2021-08-26

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@期权经略:$亞馬遜(AMZN)$出來混,遲早要還的

2021-08-26

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@liukuang:貝殼的中介生意還好嗎？貝殼的中介生意還好嗎？

2021-08-25

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@小虎投资狮城:這個中國了零售REIT股息回報7%+

2021-08-25

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@卡布斯说投资:拜訪投資20年實現財務自由的私募大佬，

2021-08-25

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Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors

2021-08-25

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Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors

2021-08-25

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@爱上趋势股:這次的騰訊回購不一樣：不能盲目樂觀！

2021-08-24

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@东哥的逻辑:簡單聊聊中概股泥沙俱下中的機遇與危機

2021-08-24

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在疫情之前，由於5G的推出，對芯片的需求已經就很高了。疫情期間又大幅推高了這一需求，數百萬人在家中購買了筆記本電腦、手機和遊戲設備。 雖然許多分析人士認爲，隨着疫苗的推出，短缺情況將在年底前好轉，但情況並不是我們想象的那樣。蘋果公司（NYSE：AAPL）首席執行官蒂姆·庫克稱，硅供應限制將影響iPhone和iPad的銷售。之前，豐田汽車公司(NYSE：TM)宣佈，由於半導體嚴重短缺，9月份的全球產量將比之前的計劃減少40%。 最近幾個月，主要的幾個科技公司宣佈，他們計劃使用自制芯片，而不是外包他們的芯片開發。這樣做的原因之一是，這些公司比任何人都更瞭解他們的產品和目標。另一個與原因就是，他們製造芯片已經有一段時間了，完全可以自己自制。 由於芯片供應緊張，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 以下是半導體類股表現不錯的個股。 英特爾&nbsp;(NASDAQ:INTC) 英偉達（NASDAQ:NVDA) 萊迪思半導體公司&nbsp;(NASDAQ:LSCC) SiTime&nbsp;(NASDAQ:SITM) 聯華電子&nbsp;(NYSE:UMC) 慧榮科技(NASDAQ:SIMO) 博通公司(NASDAQ:AVGO) 安霸&nbsp;(NASDAQ:AMBA) 艾馬克技術公司&nbsp;(NASDAQ:AMKR) Diodes Inc&nbsp;(NASDAQ:DIOD) 恩相能源公司&nbsp;(NASDAQ:ENPH) 英特爾 英特爾(NASDAQ:INTC)是世界上最大的芯片製造商。它爲全球個人電腦和數據中心市場設計和製造微處理器。雖然它的服務器","listText":"全球半導體短缺使半導體行業發生了翻天覆地的變化。雖然疫苗的推出，短缺情況在年底前可能好轉，但是芯片供應緊張是一個事實，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 在疫情之前，由於5G的推出，對芯片的需求已經就很高了。疫情期間又大幅推高了這一需求，數百萬人在家中購買了筆記本電腦、手機和遊戲設備。 雖然許多分析人士認爲，隨着疫苗的推出，短缺情況將在年底前好轉，但情況並不是我們想象的那樣。蘋果公司（NYSE：AAPL）首席執行官蒂姆·庫克稱，硅供應限制將影響iPhone和iPad的銷售。之前，豐田汽車公司(NYSE：TM)宣佈，由於半導體嚴重短缺，9月份的全球產量將比之前的計劃減少40%。 最近幾個月，主要的幾個科技公司宣佈，他們計劃使用自制芯片，而不是外包他們的芯片開發。這樣做的原因之一是，這些公司比任何人都更瞭解他們的產品和目標。另一個與原因就是，他們製造芯片已經有一段時間了，完全可以自己自制。 由於芯片供應緊張，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 以下是半導體類股表現不錯的個股。 英特爾&nbsp;(NASDAQ:INTC) 英偉達（NASDAQ:NVDA) 萊迪思半導體公司&nbsp;(NASDAQ:LSCC) SiTime&nbsp;(NASDAQ:SITM) 聯華電子&nbsp;(NYSE:UMC) 慧榮科技(NASDAQ:SIMO) 博通公司(NASDAQ:AVGO) 安霸&nbsp;(NASDAQ:AMBA) 艾馬克技術公司&nbsp;(NASDAQ:AMKR) Diodes Inc&nbsp;(NASDAQ:DIOD) 恩相能源公司&nbsp;(NASDAQ:ENPH) 英特爾 英特爾(NASDAQ:INTC)是世界上最大的芯片製造商。它爲全球個人電腦和數據中心市場設計和製造微處理器。雖然它的服務器","text":"全球半導體短缺使半導體行業發生了翻天覆地的變化。雖然疫苗的推出，短缺情況在年底前可能好轉，但是芯片供應緊張是一個事實，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 在疫情之前，由於5G的推出，對芯片的需求已經就很高了。疫情期間又大幅推高了這一需求，數百萬人在家中購買了筆記本電腦、手機和遊戲設備。 雖然許多分析人士認爲，隨着疫苗的推出，短缺情況將在年底前好轉，但情況並不是我們想象的那樣。蘋果公司（NYSE：AAPL）首席執行官蒂姆·庫克稱，硅供應限制將影響iPhone和iPad的銷售。之前，豐田汽車公司(NYSE：TM)宣佈，由於半導體嚴重短缺，9月份的全球產量將比之前的計劃減少40%。 最近幾個月，主要的幾個科技公司宣佈，他們計劃使用自制芯片，而不是外包他們的芯片開發。這樣做的原因之一是，這些公司比任何人都更瞭解他們的產品和目標。另一個與原因就是，他們製造芯片已經有一段時間了，完全可以自己自制。 由於芯片供應緊張，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 以下是半導體類股表現不錯的個股。 英特爾 (NASDAQ:INTC) 英偉達（NASDAQ:NVDA) 萊迪思半導體公司 (NASDAQ:LSCC) SiTime (NASDAQ:SITM) 聯華電子 (NYSE:UMC) 慧榮科技(NASDAQ:SIMO) 博通公司(NASDAQ:AVGO) 安霸 (NASDAQ:AMBA) 艾馬克技術公司 (NASDAQ:AMKR) Diodes Inc (NASDAQ:DIOD) 恩相能源公司 (NASDAQ:ENPH) 英特爾 英特爾(NASDAQ:INTC)是世界上最大的芯片製造商。它爲全球個人電腦和數據中心市場設計和製造微處理器。雖然它的服務器","images":[{"img":"https://static.tigerbbs.com/5dd1709c5c7544be80b306f5159513bc","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/487cbf45fb3d4c7596f99a61b2c2b662","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/91831c60bec646e69db300445fd60c79","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834166075","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810571328,"gmtCreate":1629988959764,"gmtModify":1676530194857,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810571328","repostId":"806651261","repostType":1,"repost":{"id":806651261,"gmtCreate":1627654660553,"gmtModify":1703494234884,"author":{"id":"140328448054650","authorId":"140328448054650","name":"期权经略","avatar":"https://static.tigerbbs.com/80cabcdb0115ecf4d6a940d2bb5a43c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"140328448054650","idStr":"140328448054650"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>出來混,遲早要還的","text":"$亞馬遜(AMZN)$出來混,遲早要還的","images":[{"img":"https://static.tigerbbs.com/820f44943aa95e4ba82085e558296d5f","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806651261","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810573856,"gmtCreate":1629988914875,"gmtModify":1676530194826,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810573856","repostId":"810378975","repostType":1,"repost":{"id":810378975,"gmtCreate":1629948229597,"gmtModify":1676530181147,"author":{"id":"3525313951201310","authorId":"3525313951201310","name":"liukuang","avatar":"https://static.tigerbbs.com/1e2e48e55ada1adf8c663ce8f5b526c4","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3525313951201310","idStr":"3525313951201310"},"themes":[],"title":"貝殼的中介生意還好嗎？貝殼的中介生意還好嗎？","htmlText":"最近，杭州一條房產新政的出臺引發中介公司貝殼找房市值大跌。該新政爲房東可將房源在房管局線上平臺自主掛牌，和客戶進行交易。從字面意思來理解就是客戶以後進行二手房交易時，可以避開中介公司，直接和房東對接進行二手房交易。從近期的新聞來看，這已經不是第一條關於房產中介的利空消息，前段時間，有媒體報道將會給地產中介行業設置“紅線”，也就是說未來地產中介費用將會有一個“封頂”費用，如果實施那麼對房產中介行業將會是一個不小的打擊，不過該消息已經被官方證僞。在中國樓市見頂論的帶動下，二手房交易應該是個好賽道，可現實卻很骨感，貝殼找房的盈利能力並不算得上漂亮，市值也已經破發，公司前景仍處在未知之中。（配圖來自Canva可畫）房產服務賽道的黑馬提起貝殼找房就不得不提鏈家，貝殼是2018年由鏈家孵化而來，而鏈家則更爲久遠，可謂見證了中國房地產的輝煌歷史。2001年12月，鏈家在北京成立了第一家門店甜水園店，自此開始自己的稱雄之路。憑藉着標準化的經營模式，以及良好的口碑，鏈家開始矇眼狂奔。2016年時鏈家已進駐北京、上海、廣州等28個城市和地區，全國直營門店數量超8000家，旗下經紀人近15萬人。此外，鏈家致力打造“樓盤字典”，收錄了多維度房源真實信息，囊括了全國160多個城市1億1000萬套房屋數據。但這些都無法滿足鏈家前行的腳步，2018年4月，鏈家宣佈成立新平臺貝殼找房，貝殼找房的主營業務爲二手房交易、新房交易和其他房屋更新等新興業務，和鏈家最明顯的區別是貝殼的平臺屬性更強，可以對接更多的外部合作，技術服務優勢也更明顯。雖然成立時間較短，但在鏈家的扶持下，貝殼也取得了較大的業務擴張。截至2020年12月30日，貝殼找房已進駐全國超過100個城市，連接279個經紀品牌並擁有超過49.3萬經紀人和4.7萬家經紀門店。並且取得了良好的市場表現。其中，2018年年底和2019年年底，銷售的新房項目數","listText":"最近，杭州一條房產新政的出臺引發中介公司貝殼找房市值大跌。該新政爲房東可將房源在房管局線上平臺自主掛牌，和客戶進行交易。從字面意思來理解就是客戶以後進行二手房交易時，可以避開中介公司，直接和房東對接進行二手房交易。從近期的新聞來看，這已經不是第一條關於房產中介的利空消息，前段時間，有媒體報道將會給地產中介行業設置“紅線”，也就是說未來地產中介費用將會有一個“封頂”費用，如果實施那麼對房產中介行業將會是一個不小的打擊，不過該消息已經被官方證僞。在中國樓市見頂論的帶動下，二手房交易應該是個好賽道，可現實卻很骨感，貝殼找房的盈利能力並不算得上漂亮，市值也已經破發，公司前景仍處在未知之中。（配圖來自Canva可畫）房產服務賽道的黑馬提起貝殼找房就不得不提鏈家，貝殼是2018年由鏈家孵化而來，而鏈家則更爲久遠，可謂見證了中國房地產的輝煌歷史。2001年12月，鏈家在北京成立了第一家門店甜水園店，自此開始自己的稱雄之路。憑藉着標準化的經營模式，以及良好的口碑，鏈家開始矇眼狂奔。2016年時鏈家已進駐北京、上海、廣州等28個城市和地區，全國直營門店數量超8000家，旗下經紀人近15萬人。此外，鏈家致力打造“樓盤字典”，收錄了多維度房源真實信息，囊括了全國160多個城市1億1000萬套房屋數據。但這些都無法滿足鏈家前行的腳步，2018年4月，鏈家宣佈成立新平臺貝殼找房，貝殼找房的主營業務爲二手房交易、新房交易和其他房屋更新等新興業務，和鏈家最明顯的區別是貝殼的平臺屬性更強，可以對接更多的外部合作，技術服務優勢也更明顯。雖然成立時間較短，但在鏈家的扶持下，貝殼也取得了較大的業務擴張。截至2020年12月30日，貝殼找房已進駐全國超過100個城市，連接279個經紀品牌並擁有超過49.3萬經紀人和4.7萬家經紀門店。並且取得了良好的市場表現。其中，2018年年底和2019年年底，銷售的新房項目數","text":"最近，杭州一條房產新政的出臺引發中介公司貝殼找房市值大跌。該新政爲房東可將房源在房管局線上平臺自主掛牌，和客戶進行交易。從字面意思來理解就是客戶以後進行二手房交易時，可以避開中介公司，直接和房東對接進行二手房交易。從近期的新聞來看，這已經不是第一條關於房產中介的利空消息，前段時間，有媒體報道將會給地產中介行業設置“紅線”，也就是說未來地產中介費用將會有一個“封頂”費用，如果實施那麼對房產中介行業將會是一個不小的打擊，不過該消息已經被官方證僞。在中國樓市見頂論的帶動下，二手房交易應該是個好賽道，可現實卻很骨感，貝殼找房的盈利能力並不算得上漂亮，市值也已經破發，公司前景仍處在未知之中。（配圖來自Canva可畫）房產服務賽道的黑馬提起貝殼找房就不得不提鏈家，貝殼是2018年由鏈家孵化而來，而鏈家則更爲久遠，可謂見證了中國房地產的輝煌歷史。2001年12月，鏈家在北京成立了第一家門店甜水園店，自此開始自己的稱雄之路。憑藉着標準化的經營模式，以及良好的口碑，鏈家開始矇眼狂奔。2016年時鏈家已進駐北京、上海、廣州等28個城市和地區，全國直營門店數量超8000家，旗下經紀人近15萬人。此外，鏈家致力打造“樓盤字典”，收錄了多維度房源真實信息，囊括了全國160多個城市1億1000萬套房屋數據。但這些都無法滿足鏈家前行的腳步，2018年4月，鏈家宣佈成立新平臺貝殼找房，貝殼找房的主營業務爲二手房交易、新房交易和其他房屋更新等新興業務，和鏈家最明顯的區別是貝殼的平臺屬性更強，可以對接更多的外部合作，技術服務優勢也更明顯。雖然成立時間較短，但在鏈家的扶持下，貝殼也取得了較大的業務擴張。截至2020年12月30日，貝殼找房已進駐全國超過100個城市，連接279個經紀品牌並擁有超過49.3萬經紀人和4.7萬家經紀門店。並且取得了良好的市場表現。其中，2018年年底和2019年年底，銷售的新房項目數","images":[{"img":"https://static.tigerbbs.com/680f7990b86620240db747942d586877"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810378975","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837405446,"gmtCreate":1629903159985,"gmtModify":1676530168396,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"pap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target=\"_blank\" href=\"https://laohu8.com/S/CRPU.SI\">$砂之船房地產投資信託(CRPU.SI)$</a>&nbsp;SASSEUR REIT 是新加坡掛牌的中國零售REIT。砂之在重慶璧山昆明合肥持有和運營四個大商場，房產總面積爲312百萬平方米。那砂之的股息一直非常大。砂之每年支付股息四次以及目前公司股息回報率爲7.3%[財迷]&nbsp;砂之Q2財報關鍵細節如下： 總租賃收入爲1.4億新元，與去年同期漲了3.5%[開心]&nbsp;在公司的收入中，73%是固定租賃費，27%是租戶零售收入的一部分。這樣如果消費者在砂之的商場花很多錢，REIT多賺錢。 淨利潤爲3千萬新元，漲了8%[微笑]&nbsp; 每股股息額爲0.01614新元，與去年同期漲了6.7%[眼眼]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;想獲得該股息的投資者需要9月10日之前買入公司股票。股息9月28日到賬[真香]&nbsp; 入住率爲誒92.5%[可愛]&nbsp; 砂之財務管理比較保守，槓桿比率爲27.8% 淨資產爲11.3億新，與公司的市值差不多。 有任何問題關於新加坡股的話，歡迎各位隨時找小虎投資獅城[得意]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中國恆大(03333)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02202\">$萬科企業(02202)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/HTHT\">$華住(HTHT)$</a>&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRPU.SI\">$砂之船房地產投資信託(CRPU.SI)$</a>&nbsp;SASSEUR REIT 是新加坡掛牌的中國零售REIT。砂之在重慶璧山昆明合肥持有和運營四個大商場，房產總面積爲312百萬平方米。那砂之的股息一直非常大。砂之每年支付股息四次以及目前公司股息回報率爲7.3%[財迷]&nbsp;砂之Q2財報關鍵細節如下： 總租賃收入爲1.4億新元，與去年同期漲了3.5%[開心]&nbsp;在公司的收入中，73%是固定租賃費，27%是租戶零售收入的一部分。這樣如果消費者在砂之的商場花很多錢，REIT多賺錢。 淨利潤爲3千萬新元，漲了8%[微笑]&nbsp; 每股股息額爲0.01614新元，與去年同期漲了6.7%[眼眼]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;想獲得該股息的投資者需要9月10日之前買入公司股票。股息9月28日到賬[真香]&nbsp; 入住率爲誒92.5%[可愛]&nbsp; 砂之財務管理比較保守，槓桿比率爲27.8% 淨資產爲11.3億新，與公司的市值差不多。 有任何問題關於新加坡股的話，歡迎各位隨時找小虎投資獅城[得意]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中國恆大(03333)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02202\">$萬科企業(02202)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/HTHT\">$華住(HTHT)$</a>&nbsp;","text":"$砂之船房地產投資信託(CRPU.SI)$ SASSEUR REIT 是新加坡掛牌的中國零售REIT。砂之在重慶璧山昆明合肥持有和運營四個大商場，房產總面積爲312百萬平方米。那砂之的股息一直非常大。砂之每年支付股息四次以及目前公司股息回報率爲7.3%[財迷] 砂之Q2財報關鍵細節如下： 總租賃收入爲1.4億新元，與去年同期漲了3.5%[開心] 在公司的收入中，73%是固定租賃費，27%是租戶零售收入的一部分。這樣如果消費者在砂之的商場花很多錢，REIT多賺錢。 淨利潤爲3千萬新元，漲了8%[微笑] 每股股息額爲0.01614新元，與去年同期漲了6.7%[眼眼] [梭哈] [梭哈] 想獲得該股息的投資者需要9月10日之前買入公司股票。股息9月28日到賬[真香] 入住率爲誒92.5%[可愛] 砂之財務管理比較保守，槓桿比率爲27.8% 淨資產爲11.3億新，與公司的市值差不多。 有任何問題關於新加坡股的話，歡迎各位隨時找小虎投資獅城[得意] $中國恆大(03333)$ $萬科企業(02202)$ $華住(HTHT)$","images":[{"img":"https://static.tigerbbs.com/708e141071fe79ca6fc0b86f77aa5dd3","width":"688","height":"284"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894597222","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837402295,"gmtCreate":1629903096017,"gmtModify":1676530168374,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837402295","repostId":"832538025","repostType":1,"repost":{"id":832538025,"gmtCreate":1629651166167,"gmtModify":1676530086134,"author":{"id":"3500430567020304","authorId":"3500430567020304","name":"卡布斯说投资","avatar":"https://static.tigerbbs.com/7ffde0c8f52183fe27f9ffb66095bf31","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500430567020304","idStr":"3500430567020304"},"themes":[],"title":"拜訪投資20年實現財務自由的私募大佬，","htmlText":"這周出差深圳去拜訪了幾家私募基金，感觸非常深，沒想到這些年做私募都這麼能賺錢。在過去5年時間裏，聽到的年化收益率至少也有30%，做得好的，累計收益做到了800%。這次拜訪的過程中，我們聊的話題其實都不深奧。像是我的投資模型、投資框架甚至是選股方式，我們都敞開了談。當然了，這次拜訪了那麼多私募，還是有一些機構讓我印象挺深刻的。剛開始投資時，找到自己的風格很重要有一傢俬募公司的創始人很有意思，他是醫療行業出身，投資經驗長達20年，如今早已實現財務自由，而且在包括香港在內的大灣區都買了好幾套房。就連自己的機構都沒有用租來的場地，而是買下了一整層樓用來辦公。我問他：“同樣是投資，爲什麼你能做得這麼好？”他的回答，既讓我覺得是在意料之中，同時又讓我覺得出乎意料。意料之中的是，聽到我這麼誇他，他還是用很謙虛的語氣回覆我，意料之外的是，談起自己的投資心得。他就跟換了個人似的，直接滔滔不絕地講起了自己的投資故事。他覺得做投資最先要明白的一點，就是自己到底適合哪種投資流派。他給我舉了但斌、王亞偉的例子。但斌是基本面派，側重於選股，關注的是宏觀經濟、行業和公司的發展，但斌投資過貴州茅臺、中國平安這兩隻大牛股。王亞偉是學術分析派，偏愛資產重估，關注的是價格與所反映的信息內容，岳陽興長、東方金鈺這兩家看似很冷門的績優股就是這樣被王亞偉發現的。因爲自己不是金融行業出身，所以剛接觸投資的時候也沒賺到多少錢。於是他就窩在家裏看完了至少30本投資相關的書籍，同時也拜訪了一些行業大佬，最後再通過實操，沉澱出自己的一套體系。他給自己的這套體系取的名字叫做“系統性的投資”。通過這種系統性的投資，他開發了一個專屬於自己的投資模型與自己的選股方式。他的選股方式很簡單，就是隻買那些唯一、第一的公司，在他眼中，這些公司的股票就是鑽石女神股。做了20年的投資，他很強調一個人能力圈的大小。對於任何新手來說，首先要做的就是建","listText":"這周出差深圳去拜訪了幾家私募基金，感觸非常深，沒想到這些年做私募都這麼能賺錢。在過去5年時間裏，聽到的年化收益率至少也有30%，做得好的，累計收益做到了800%。這次拜訪的過程中，我們聊的話題其實都不深奧。像是我的投資模型、投資框架甚至是選股方式，我們都敞開了談。當然了，這次拜訪了那麼多私募，還是有一些機構讓我印象挺深刻的。剛開始投資時，找到自己的風格很重要有一傢俬募公司的創始人很有意思，他是醫療行業出身，投資經驗長達20年，如今早已實現財務自由，而且在包括香港在內的大灣區都買了好幾套房。就連自己的機構都沒有用租來的場地，而是買下了一整層樓用來辦公。我問他：“同樣是投資，爲什麼你能做得這麼好？”他的回答，既讓我覺得是在意料之中，同時又讓我覺得出乎意料。意料之中的是，聽到我這麼誇他，他還是用很謙虛的語氣回覆我，意料之外的是，談起自己的投資心得。他就跟換了個人似的，直接滔滔不絕地講起了自己的投資故事。他覺得做投資最先要明白的一點，就是自己到底適合哪種投資流派。他給我舉了但斌、王亞偉的例子。但斌是基本面派，側重於選股，關注的是宏觀經濟、行業和公司的發展，但斌投資過貴州茅臺、中國平安這兩隻大牛股。王亞偉是學術分析派，偏愛資產重估，關注的是價格與所反映的信息內容，岳陽興長、東方金鈺這兩家看似很冷門的績優股就是這樣被王亞偉發現的。因爲自己不是金融行業出身，所以剛接觸投資的時候也沒賺到多少錢。於是他就窩在家裏看完了至少30本投資相關的書籍，同時也拜訪了一些行業大佬，最後再通過實操，沉澱出自己的一套體系。他給自己的這套體系取的名字叫做“系統性的投資”。通過這種系統性的投資，他開發了一個專屬於自己的投資模型與自己的選股方式。他的選股方式很簡單，就是隻買那些唯一、第一的公司，在他眼中，這些公司的股票就是鑽石女神股。做了20年的投資，他很強調一個人能力圈的大小。對於任何新手來說，首先要做的就是建","text":"這周出差深圳去拜訪了幾家私募基金，感觸非常深，沒想到這些年做私募都這麼能賺錢。在過去5年時間裏，聽到的年化收益率至少也有30%，做得好的，累計收益做到了800%。這次拜訪的過程中，我們聊的話題其實都不深奧。像是我的投資模型、投資框架甚至是選股方式，我們都敞開了談。當然了，這次拜訪了那麼多私募，還是有一些機構讓我印象挺深刻的。剛開始投資時，找到自己的風格很重要有一傢俬募公司的創始人很有意思，他是醫療行業出身，投資經驗長達20年，如今早已實現財務自由，而且在包括香港在內的大灣區都買了好幾套房。就連自己的機構都沒有用租來的場地，而是買下了一整層樓用來辦公。我問他：“同樣是投資，爲什麼你能做得這麼好？”他的回答，既讓我覺得是在意料之中，同時又讓我覺得出乎意料。意料之中的是，聽到我這麼誇他，他還是用很謙虛的語氣回覆我，意料之外的是，談起自己的投資心得。他就跟換了個人似的，直接滔滔不絕地講起了自己的投資故事。他覺得做投資最先要明白的一點，就是自己到底適合哪種投資流派。他給我舉了但斌、王亞偉的例子。但斌是基本面派，側重於選股，關注的是宏觀經濟、行業和公司的發展，但斌投資過貴州茅臺、中國平安這兩隻大牛股。王亞偉是學術分析派，偏愛資產重估，關注的是價格與所反映的信息內容，岳陽興長、東方金鈺這兩家看似很冷門的績優股就是這樣被王亞偉發現的。因爲自己不是金融行業出身，所以剛接觸投資的時候也沒賺到多少錢。於是他就窩在家裏看完了至少30本投資相關的書籍，同時也拜訪了一些行業大佬，最後再通過實操，沉澱出自己的一套體系。他給自己的這套體系取的名字叫做“系統性的投資”。通過這種系統性的投資，他開發了一個專屬於自己的投資模型與自己的選股方式。他的選股方式很簡單，就是隻買那些唯一、第一的公司，在他眼中，這些公司的股票就是鑽石女神股。做了20年的投資，他很強調一個人能力圈的大小。對於任何新手來說，首先要做的就是建","images":[{"img":"https://static.tigerbbs.com/2efae11966191574f1effef7afa5653d","width":"832","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832538025","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837406763,"gmtCreate":1629903056552,"gmtModify":1676530168348,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"???????","listText":"???????","text":"???????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837406763","repostId":"2162037730","repostType":2,"repost":{"id":"2162037730","kind":"news","pubTimestamp":1629883380,"share":"https://ttm.financial/m/news/2162037730?lang=en_US&edition=fundamental","pubTime":"2021-08-25 17:23","market":"sh","language":"zh","title":"Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors","url":"https://stock-news.laohu8.com/highlight/detail?id=2162037730","media":"新浪财经","summary":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。","content":"<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>","source":"sina","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>Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors</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; 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}\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\">\nRead the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-25 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞","09988":"阿里巴巴-W"},"source_url":"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162037730","content_text":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。\n　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。\n　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。\n　　海底捞表示，舒萍辞任的原因是公司内部组织架构调整，而施永宏则是为了将更多的时间和精力投入到其他业务中。\n　　半年报显示，海底捞餐厅的经营收入依然是其主要收入来源，这项业务在2021年上半年贡献了96.6%的收入，与2020年同期的93.7%对比，比例有所提升；金额也从2020年同期的91.5亿元上升到2021年的194.2亿元，增长了112.2%。\n　　虽然业绩较上年同期向好，但海底捞一直引以为傲的翻台率却跌到了3次/天，比2020年疫情期间还低。\n　　海底捞在半年报中表示，2021年上半年公司的经营结果没有达到管理层预期，反映了公司内部管理、运营需要努力调整及改善。\n\n2分钟读财报 | 近5000亿国产巨头安踏体育大爆发：等于2.2个李宁 5.5个特步\n2分钟读财报 | 老牌房企ST粤泰控股股东被申请破产清算 合计持有公司46.49%股份\n2分钟读财报 | 腾讯音乐渡劫：月活用户3年无增长 版权利器消除后阵痛在所难免\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卫晓丹","news_type":1,"symbols_score_info":{"06862":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837406212,"gmtCreate":1629903042836,"gmtModify":1676530168340,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837406212","repostId":"2162037730","repostType":2,"repost":{"id":"2162037730","kind":"news","pubTimestamp":1629883380,"share":"https://ttm.financial/m/news/2162037730?lang=en_US&edition=fundamental","pubTime":"2021-08-25 17:23","market":"sh","language":"zh","title":"Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors","url":"https://stock-news.laohu8.com/highlight/detail?id=2162037730","media":"新浪财经","summary":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。","content":"<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>","source":"sina","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>Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors</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; 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}\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\">\nRead the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-25 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞","09988":"阿里巴巴-W"},"source_url":"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162037730","content_text":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。\n　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。\n　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。\n　　海底捞表示，舒萍辞任的原因是公司内部组织架构调整，而施永宏则是为了将更多的时间和精力投入到其他业务中。\n　　半年报显示，海底捞餐厅的经营收入依然是其主要收入来源，这项业务在2021年上半年贡献了96.6%的收入，与2020年同期的93.7%对比，比例有所提升；金额也从2020年同期的91.5亿元上升到2021年的194.2亿元，增长了112.2%。\n　　虽然业绩较上年同期向好，但海底捞一直引以为傲的翻台率却跌到了3次/天，比2020年疫情期间还低。\n　　海底捞在半年报中表示，2021年上半年公司的经营结果没有达到管理层预期，反映了公司内部管理、运营需要努力调整及改善。\n\n2分钟读财报 | 近5000亿国产巨头安踏体育大爆发：等于2.2个李宁 5.5个特步\n2分钟读财报 | 老牌房企ST粤泰控股股东被申请破产清算 合计持有公司46.49%股份\n2分钟读财报 | 腾讯音乐渡劫：月活用户3年无增长 版权利器消除后阵痛在所难免\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卫晓丹","news_type":1,"symbols_score_info":{"06862":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":2475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837406868,"gmtCreate":1629903014154,"gmtModify":1676530168340,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837406868","repostId":"837381708","repostType":1,"repost":{"id":837381708,"gmtCreate":1629857334600,"gmtModify":1676530153614,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"這次的騰訊回購不一樣：不能盲目樂觀！","htmlText":"騰訊這家公司有一個非常牛的數據，就是歷史上，幾乎每次大規模回購，股價都能在 1 個月內起穩，而後創出歷史新高： 與此同時，騰訊的估值也創下了歷史新低： 所以，很多人狂歡：回購 + 不到 20PE 的騰訊，就是送錢！是時候滿倉抄底了！ 人在盲目樂觀的時候，就容易幹出一些不理性的事情，所以我需要給大家潑盆冷水，冷靜一下。 一、先說回購 這次回購只有 7696 萬港幣，這點錢還沒有騰訊半天賺得多，所以意義大於實際。後面仍要繼續聽其言觀其行。 二、再說估值 在 8 月初，證券時報發表了一篇文章，不是精神鴉片那個，而是： 在稅收上游戲行業應該向傳統行業適度看齊 內容指出： 遊戲產業現在已發展壯大，政府就沒有必要再繼續給予產業扶持，相反的， 遊戲企業應承擔更多的社會責任，在稅收上回饋社會。對此，遊戲產業應該做好心理準備。 不僅如此，近日又有媒體傳聞： 某互聯網企業向投資者透露其部分業務將不再被視爲重點軟件企業，從而不再享受 10% 的稅收優惠政策。 稅收優惠政策調整或將對所有互聯網企業產生影響。 可能大家不知道這個事情有多嚴重。 根據國內現有稅收政策，法定企業所得稅稅率爲 25%，但經認定爲高新技術的享受 15% 的優惠稅率；而被積極引導發展的互聯網企業可以享受 10% 的優惠稅率，像騰訊和阿里這樣的大公司，甚至可以做到 8% 的稅率。 比如，2020 年： 華爲利潤 646 億，納稅 1010 億； 騰訊利潤 1598 億，納稅僅 200 多億； 阿里利潤 1493 億，納稅僅 366 億。 這就是爲什麼騰訊阿里的利潤比華爲多近 1000 億，納稅卻只有華爲的 1/4 的原因之一。但現在風向變化，騰訊和阿里如果被排除在優惠稅率之外，稅率要達到 15%，甚至 20% 以上，總之苦日子要來了！ 這對於互聯網企業，是一筆不小的支出，從大方向來看，因爲產業轉型需要，國家重點扶持的是硬件和","listText":"騰訊這家公司有一個非常牛的數據，就是歷史上，幾乎每次大規模回購，股價都能在 1 個月內起穩，而後創出歷史新高： 與此同時，騰訊的估值也創下了歷史新低： 所以，很多人狂歡：回購 + 不到 20PE 的騰訊，就是送錢！是時候滿倉抄底了！ 人在盲目樂觀的時候，就容易幹出一些不理性的事情，所以我需要給大家潑盆冷水，冷靜一下。 一、先說回購 這次回購只有 7696 萬港幣，這點錢還沒有騰訊半天賺得多，所以意義大於實際。後面仍要繼續聽其言觀其行。 二、再說估值 在 8 月初，證券時報發表了一篇文章，不是精神鴉片那個，而是： 在稅收上游戲行業應該向傳統行業適度看齊 內容指出： 遊戲產業現在已發展壯大，政府就沒有必要再繼續給予產業扶持，相反的， 遊戲企業應承擔更多的社會責任，在稅收上回饋社會。對此，遊戲產業應該做好心理準備。 不僅如此，近日又有媒體傳聞： 某互聯網企業向投資者透露其部分業務將不再被視爲重點軟件企業，從而不再享受 10% 的稅收優惠政策。 稅收優惠政策調整或將對所有互聯網企業產生影響。 可能大家不知道這個事情有多嚴重。 根據國內現有稅收政策，法定企業所得稅稅率爲 25%，但經認定爲高新技術的享受 15% 的優惠稅率；而被積極引導發展的互聯網企業可以享受 10% 的優惠稅率，像騰訊和阿里這樣的大公司，甚至可以做到 8% 的稅率。 比如，2020 年： 華爲利潤 646 億，納稅 1010 億； 騰訊利潤 1598 億，納稅僅 200 多億； 阿里利潤 1493 億，納稅僅 366 億。 這就是爲什麼騰訊阿里的利潤比華爲多近 1000 億，納稅卻只有華爲的 1/4 的原因之一。但現在風向變化，騰訊和阿里如果被排除在優惠稅率之外，稅率要達到 15%，甚至 20% 以上，總之苦日子要來了！ 這對於互聯網企業，是一筆不小的支出，從大方向來看，因爲產業轉型需要，國家重點扶持的是硬件和","text":"騰訊這家公司有一個非常牛的數據，就是歷史上，幾乎每次大規模回購，股價都能在 1 個月內起穩，而後創出歷史新高： 與此同時，騰訊的估值也創下了歷史新低： 所以，很多人狂歡：回購 + 不到 20PE 的騰訊，就是送錢！是時候滿倉抄底了！ 人在盲目樂觀的時候，就容易幹出一些不理性的事情，所以我需要給大家潑盆冷水，冷靜一下。 一、先說回購 這次回購只有 7696 萬港幣，這點錢還沒有騰訊半天賺得多，所以意義大於實際。後面仍要繼續聽其言觀其行。 二、再說估值 在 8 月初，證券時報發表了一篇文章，不是精神鴉片那個，而是： 在稅收上游戲行業應該向傳統行業適度看齊 內容指出： 遊戲產業現在已發展壯大，政府就沒有必要再繼續給予產業扶持，相反的， 遊戲企業應承擔更多的社會責任，在稅收上回饋社會。對此，遊戲產業應該做好心理準備。 不僅如此，近日又有媒體傳聞： 某互聯網企業向投資者透露其部分業務將不再被視爲重點軟件企業，從而不再享受 10% 的稅收優惠政策。 稅收優惠政策調整或將對所有互聯網企業產生影響。 可能大家不知道這個事情有多嚴重。 根據國內現有稅收政策，法定企業所得稅稅率爲 25%，但經認定爲高新技術的享受 15% 的優惠稅率；而被積極引導發展的互聯網企業可以享受 10% 的優惠稅率，像騰訊和阿里這樣的大公司，甚至可以做到 8% 的稅率。 比如，2020 年： 華爲利潤 646 億，納稅 1010 億； 騰訊利潤 1598 億，納稅僅 200 多億； 阿里利潤 1493 億，納稅僅 366 億。 這就是爲什麼騰訊阿里的利潤比華爲多近 1000 億，納稅卻只有華爲的 1/4 的原因之一。但現在風向變化，騰訊和阿里如果被排除在優惠稅率之外，稅率要達到 15%，甚至 20% 以上，總之苦日子要來了！ 這對於互聯網企業，是一筆不小的支出，從大方向來看，因爲產業轉型需要，國家重點扶持的是硬件和","images":[{"img":"https://static.tigerbbs.com/4538c7da6fe347e9a044d5d4aa486b7b","width":"633","height":"332"},{"img":"https://static.tigerbbs.com/b0d724ac39730ee2ddb1d6323d8c508d","width":"1041","height":"295"},{"img":"https://static.tigerbbs.com/291deabce95b9ead027cc6f6db654a36","width":"644","height":"211"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837381708","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834564030,"gmtCreate":1629814173021,"gmtModify":1676530140183,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834564030","repostId":"838945714","repostType":1,"repost":{"id":838945714,"gmtCreate":1629369339738,"gmtModify":1676530017996,"author":{"id":"3469666730588285","authorId":"3469666730588285","name":"东哥的逻辑","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3469666730588285","idStr":"3469666730588285"},"themes":[],"title":"簡單聊聊中概股泥沙俱下中的機遇與危機","htmlText":"隨着某知名打車軟件和K12教育的相繼落馬，中概股行情出現了一波較大的回撤，如果說類似於年初的股價下跌回調是可以接受的，這一次則不同。部分賽道甚至出現了被“趕盡殺絕”的特點，比如上週在<a href=\"https://laohu8.com/TW/175407610\" target=\"_blank\">談談暴跌中的教育股，危機還是機遇？</a>一文中談到的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新東方(EDU)$</a>&nbsp;，好未來，高途等K12教育公司那麼爲何中概股會被局部的坍塌而泥沙俱下一般的帶下來？去年動輒翻倍的中概股今年則成了腰斬再腰斬的對象，那麼我們今天簡梳理以下中概目前的行情和思路。1.投資者對不可抗力擴散的恐慌，對於一紙文章就會顛覆某些行業的恐懼，大資本對做多中國信心的喪失，讓這波下跌甚至有點報復性，不可抗力是否會衝擊部分中概行業的基本盤與價值邏輯？2.中概股這種泥沙俱下式的下跌，夾雜着“真殺”，同時也伴隨着錯殺。這種整體性的下殺，更多是政策及消息面對市場的輪番情緒催化；3.從時間角度而言，自從懂王執政以來，中概股回港潮便成爲趨勢，阿里百度京東等紛紛回港。去年瑞幸造假，漂亮國推出《外國公司問責法》，加大對於中概公司的監管，尤其是審計監管，加大中概強制退市風險。4.某打車軟件百年慶典之際偷偷上市上市，因違規收集信息，遭下架處罰，國內掀起一陣網絡安全審查風波，不僅帶崩了自己的股價，（最高的18元跌至8元）並且小範圍波及滿幫集團、BOSS直聘等公司，5.國家之後迅速發佈《嚴厲打擊證券違法意見》，強調加碼監管中概股，包括互聯網反壟斷監管反壟斷政策風襲來：阿里被罰，鬥魚虎牙合併被禁，騰訊音樂遭查，交出版權，股價狂瀉，蘇寧美團集中性處罰6.住房城建部發布整治房地產秩序通知，嚴管地產開發，房屋買賣租賃秩序，疊","listText":"隨着某知名打車軟件和K12教育的相繼落馬，中概股行情出現了一波較大的回撤，如果說類似於年初的股價下跌回調是可以接受的，這一次則不同。部分賽道甚至出現了被“趕盡殺絕”的特點，比如上週在<a href=\"https://laohu8.com/TW/175407610\" target=\"_blank\">談談暴跌中的教育股，危機還是機遇？</a>一文中談到的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新東方(EDU)$</a>&nbsp;，好未來，高途等K12教育公司那麼爲何中概股會被局部的坍塌而泥沙俱下一般的帶下來？去年動輒翻倍的中概股今年則成了腰斬再腰斬的對象，那麼我們今天簡梳理以下中概目前的行情和思路。1.投資者對不可抗力擴散的恐慌，對於一紙文章就會顛覆某些行業的恐懼，大資本對做多中國信心的喪失，讓這波下跌甚至有點報復性，不可抗力是否會衝擊部分中概行業的基本盤與價值邏輯？2.中概股這種泥沙俱下式的下跌，夾雜着“真殺”，同時也伴隨着錯殺。這種整體性的下殺，更多是政策及消息面對市場的輪番情緒催化；3.從時間角度而言，自從懂王執政以來，中概股回港潮便成爲趨勢，阿里百度京東等紛紛回港。去年瑞幸造假，漂亮國推出《外國公司問責法》，加大對於中概公司的監管，尤其是審計監管，加大中概強制退市風險。4.某打車軟件百年慶典之際偷偷上市上市，因違規收集信息，遭下架處罰，國內掀起一陣網絡安全審查風波，不僅帶崩了自己的股價，（最高的18元跌至8元）並且小範圍波及滿幫集團、BOSS直聘等公司，5.國家之後迅速發佈《嚴厲打擊證券違法意見》，強調加碼監管中概股，包括互聯網反壟斷監管反壟斷政策風襲來：阿里被罰，鬥魚虎牙合併被禁，騰訊音樂遭查，交出版權，股價狂瀉，蘇寧美團集中性處罰6.住房城建部發布整治房地產秩序通知，嚴管地產開發，房屋買賣租賃秩序，疊","text":"隨着某知名打車軟件和K12教育的相繼落馬，中概股行情出現了一波較大的回撤，如果說類似於年初的股價下跌回調是可以接受的，這一次則不同。部分賽道甚至出現了被“趕盡殺絕”的特點，比如上週在談談暴跌中的教育股，危機還是機遇？一文中談到的$新東方(EDU)$ ，好未來，高途等K12教育公司那麼爲何中概股會被局部的坍塌而泥沙俱下一般的帶下來？去年動輒翻倍的中概股今年則成了腰斬再腰斬的對象，那麼我們今天簡梳理以下中概目前的行情和思路。1.投資者對不可抗力擴散的恐慌，對於一紙文章就會顛覆某些行業的恐懼，大資本對做多中國信心的喪失，讓這波下跌甚至有點報復性，不可抗力是否會衝擊部分中概行業的基本盤與價值邏輯？2.中概股這種泥沙俱下式的下跌，夾雜着“真殺”，同時也伴隨着錯殺。這種整體性的下殺，更多是政策及消息面對市場的輪番情緒催化；3.從時間角度而言，自從懂王執政以來，中概股回港潮便成爲趨勢，阿里百度京東等紛紛回港。去年瑞幸造假，漂亮國推出《外國公司問責法》，加大對於中概公司的監管，尤其是審計監管，加大中概強制退市風險。4.某打車軟件百年慶典之際偷偷上市上市，因違規收集信息，遭下架處罰，國內掀起一陣網絡安全審查風波，不僅帶崩了自己的股價，（最高的18元跌至8元）並且小範圍波及滿幫集團、BOSS直聘等公司，5.國家之後迅速發佈《嚴厲打擊證券違法意見》，強調加碼監管中概股，包括互聯網反壟斷監管反壟斷政策風襲來：阿里被罰，鬥魚虎牙合併被禁，騰訊音樂遭查，交出版權，股價狂瀉，蘇寧美團集中性處罰6.住房城建部發布整治房地產秩序通知，嚴管地產開發，房屋買賣租賃秩序，疊","images":[{"img":"https://static.tigerbbs.com/f0f338286aac3965e17c32ea6fb43803","width":"783","height":"512"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838945714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834565648,"gmtCreate":1629814134184,"gmtModify":1676530140167,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834565648","repostId":"833126235","repostType":1,"repost":{"id":833126235,"gmtCreate":1629211415727,"gmtModify":1676529968327,"author":{"id":"3561854396999808","authorId":"3561854396999808","name":"股票小霸王888","avatar":"https://static.tigerbbs.com/52b61319c48765ff36de67cc508c5941","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561854396999808","idStr":"3561854396999808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Seems SG Temasak bought this...any insights? They spotted a gem or they paying school fees?","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Seems SG Temasak bought this...any insights? They spotted a gem or they paying school fees?","text":"$SoFi Technologies Inc.(SOFI)$Seems SG Temasak bought this...any insights? They spotted a gem or they paying school fees?","images":[{"img":"https://static.tigerbbs.com/2b10d9bea13784183e272147d57a8d3b","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833126235","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834562678,"gmtCreate":1629814042994,"gmtModify":1676530140150,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834562678","repostId":"2161708362","repostType":2,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834566783,"gmtCreate":1629814028842,"gmtModify":1676530140067,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834566783","repostId":"2161708362","repostType":2,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834566960,"gmtCreate":1629813998050,"gmtModify":1676530140059,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834566960","repostId":"834327350","repostType":1,"repost":{"id":834327350,"gmtCreate":1629773670468,"gmtModify":1676530127086,"author":{"id":"3493247054408315","authorId":"3493247054408315","name":"出没在交易圈的情报员","avatar":"https://static.tigerbbs.com/f410ba1d5e642b32faa3d84b28820597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493247054408315","idStr":"3493247054408315"},"themes":[],"title":"本週的傑克遜霍爾的大會，會成爲市場的流動性拐點嗎","htmlText":"昨晚的市場，似乎一夜之間開始了一場向着鴿派預期的變盤。 首先黃金大漲，在美債實際收益的帶動下，黃金連破1790，1800兩個關口，白銀也一度大漲3%. 油市上，在前一週創下10個月來最大單週跌幅之後，美布兩油猛烈回升。WTI原油期貨日內一度漲超6%，布倫特原油也大漲5%，雙雙創下3月以來最大單日漲幅，美股三大股指齊漲，納指、標普500指數盤中再創新高，道指收漲0.61%。盤面上，白銀、激光雷達概念、抗疫概念股漲幅居前，在線教育股逆市走低。 美元指數週一走軟最終收跌0.5%，加元兌美元及多數G10貨幣全線走高；澳元兌美元、紐元兌美元漲超1%，大宗商品也連創新高。 美股外，歐股集體收紅，德國DAX指數漲0.38%，法國CAC40指數漲1.08%，英國富時100指數漲0.36%，意大利富時MIB指數漲0.54%。 發生了什麼？情報員看了下最近的消息，似乎除了兩個變動之外，我們很難找到另外的理由。 第一，疫苗領域傳來大消息，輝瑞疫苗在美獲得完全使用授權，疫苗板塊隨即大漲，航空、郵輪、院線概念股也漲了，帶動美股和原油的三大股指均收漲。 拜登也發聲，繼續督促民衆接種疫苗。他強調，“在接種新冠肺炎疫苗方面，沒有時間可以浪費。” 第二，上週五一個重要的美聯儲官員的態度發生轉向。作爲第一個提出縮減QE的官員，達拉斯聯儲主席卡普蘭上週五改口—— 如果德爾塔病毒變種持續蔓延、損害經濟進步，願意調整有關美聯儲縮減QE宜早不宜遲的觀點。 市場的走勢暗示，已經有人開始炒作美聯儲可能會推遲縮減QE的動作。市場已經得出結論，儘管美聯儲將不可避免的宣佈縮減QE，但速度會非常緩慢，而且不會出現像2013年那樣的“縮減恐慌”。 本週，我們還要關注這些重要的事件 經濟數據 週一 21:45 美國8月Markit製造業PMI初值 週四 20:30 美國上週初請失業人數 週五 20:30 美國7月PCE物價指數 22","listText":"昨晚的市場，似乎一夜之間開始了一場向着鴿派預期的變盤。 首先黃金大漲，在美債實際收益的帶動下，黃金連破1790，1800兩個關口，白銀也一度大漲3%. 油市上，在前一週創下10個月來最大單週跌幅之後，美布兩油猛烈回升。WTI原油期貨日內一度漲超6%，布倫特原油也大漲5%，雙雙創下3月以來最大單日漲幅，美股三大股指齊漲，納指、標普500指數盤中再創新高，道指收漲0.61%。盤面上，白銀、激光雷達概念、抗疫概念股漲幅居前，在線教育股逆市走低。 美元指數週一走軟最終收跌0.5%，加元兌美元及多數G10貨幣全線走高；澳元兌美元、紐元兌美元漲超1%，大宗商品也連創新高。 美股外，歐股集體收紅，德國DAX指數漲0.38%，法國CAC40指數漲1.08%，英國富時100指數漲0.36%，意大利富時MIB指數漲0.54%。 發生了什麼？情報員看了下最近的消息，似乎除了兩個變動之外，我們很難找到另外的理由。 第一，疫苗領域傳來大消息，輝瑞疫苗在美獲得完全使用授權，疫苗板塊隨即大漲，航空、郵輪、院線概念股也漲了，帶動美股和原油的三大股指均收漲。 拜登也發聲，繼續督促民衆接種疫苗。他強調，“在接種新冠肺炎疫苗方面，沒有時間可以浪費。” 第二，上週五一個重要的美聯儲官員的態度發生轉向。作爲第一個提出縮減QE的官員，達拉斯聯儲主席卡普蘭上週五改口—— 如果德爾塔病毒變種持續蔓延、損害經濟進步，願意調整有關美聯儲縮減QE宜早不宜遲的觀點。 市場的走勢暗示，已經有人開始炒作美聯儲可能會推遲縮減QE的動作。市場已經得出結論，儘管美聯儲將不可避免的宣佈縮減QE，但速度會非常緩慢，而且不會出現像2013年那樣的“縮減恐慌”。 本週，我們還要關注這些重要的事件 經濟數據 週一 21:45 美國8月Markit製造業PMI初值 週四 20:30 美國上週初請失業人數 週五 20:30 美國7月PCE物價指數 22","text":"昨晚的市場，似乎一夜之間開始了一場向着鴿派預期的變盤。 首先黃金大漲，在美債實際收益的帶動下，黃金連破1790，1800兩個關口，白銀也一度大漲3%. 油市上，在前一週創下10個月來最大單週跌幅之後，美布兩油猛烈回升。WTI原油期貨日內一度漲超6%，布倫特原油也大漲5%，雙雙創下3月以來最大單日漲幅，美股三大股指齊漲，納指、標普500指數盤中再創新高，道指收漲0.61%。盤面上，白銀、激光雷達概念、抗疫概念股漲幅居前，在線教育股逆市走低。 美元指數週一走軟最終收跌0.5%，加元兌美元及多數G10貨幣全線走高；澳元兌美元、紐元兌美元漲超1%，大宗商品也連創新高。 美股外，歐股集體收紅，德國DAX指數漲0.38%，法國CAC40指數漲1.08%，英國富時100指數漲0.36%，意大利富時MIB指數漲0.54%。 發生了什麼？情報員看了下最近的消息，似乎除了兩個變動之外，我們很難找到另外的理由。 第一，疫苗領域傳來大消息，輝瑞疫苗在美獲得完全使用授權，疫苗板塊隨即大漲，航空、郵輪、院線概念股也漲了，帶動美股和原油的三大股指均收漲。 拜登也發聲，繼續督促民衆接種疫苗。他強調，“在接種新冠肺炎疫苗方面，沒有時間可以浪費。” 第二，上週五一個重要的美聯儲官員的態度發生轉向。作爲第一個提出縮減QE的官員，達拉斯聯儲主席卡普蘭上週五改口—— 如果德爾塔病毒變種持續蔓延、損害經濟進步，願意調整有關美聯儲縮減QE宜早不宜遲的觀點。 市場的走勢暗示，已經有人開始炒作美聯儲可能會推遲縮減QE的動作。市場已經得出結論，儘管美聯儲將不可避免的宣佈縮減QE，但速度會非常緩慢，而且不會出現像2013年那樣的“縮減恐慌”。 本週，我們還要關注這些重要的事件 經濟數據 週一 21:45 美國8月Markit製造業PMI初值 週四 20:30 美國上週初請失業人數 週五 20:30 美國7月PCE物價指數 22","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834327350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835400560,"gmtCreate":1629729436450,"gmtModify":1676530114967,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"???????","listText":"???????","text":"???????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835400560","repostId":"832904400","repostType":1,"repost":{"id":832904400,"gmtCreate":1629550800000,"gmtModify":1676530069862,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105760314666","idStr":"3524105760314666"},"themes":[],"title":"中國第一個開勞斯萊斯的男人癡呆之後","htmlText":"“他現在就是個提線木偶，不知道有誰可以相信。” 作 者丨華商韜略 華商韜略·華商名人堂 ID：hstl8888 圖片：網絡、圖蟲創意 &nbsp;本文原發於2019年7月5日&nbsp; 70億鉅額遺產從天而降。 他站在街上向人們扔錢，他捐款給那些扯謊賣慘的戲精，他身邊聚集着一堆對金錢眼紅耳熱的親信和騙子，他的家人離他而去。 從2016年被曝患病至今，快三年了，曾高調做慈善、出書、上節目的傳奇富豪李春平幾乎再沒有公開露過面。 他被診斷爲阿爾茨海默症，俗稱老年癡呆。 2017年2月26日，爲了打破患病流言，身邊工作人員安排他直播慶祝68歲生日會。宴會伊始，他口齒不清地說了幾句話就開始“呵呵呵”地笑，主持人趕緊搶過話筒，直播提前中斷。 幾十名保姆、護理、保鏢圍着他轉。他被染了頭髮，周遭擺滿他年輕時高大帥氣的藝術照和部分名貴藏品。各路濃妝豔抹的走穴歌手和會所女子爲他祝壽。 宴會中途，神色飄忽的李春平眼見坐不住了，被身邊的保鏢至少按住三次。 他的家人沒有出席。 他的親妹妹，以及傳聞中與他交往近十年的情人和情人爲他生的小兒子都不見蹤影。 準確地說，自他患病起，追隨在他身邊的各路稱兄道弟的“社會人”就與他的家人形成兩股對老爺子監護權的搶奪勢力。 李家人控訴“社會人”把李春平洗腦了，“他們變着法兒地騙他錢”。“社會人”一派則堅稱李春平沒病，一切都是他自願的。 有媒體跑到李春平長年定居的溫泉會館探訪他，發現他眼神聚不上焦，吃飯時湯水順着嘴角流下來，說話總是重複，聊沒幾句就讓人走。 一名照顧他的保姆私下說：他現在瘋瘋癲癲，每天就是不停地吃，逮着藥一大把就往嘴裏塞，一言不合就動手，“我們非常害怕”。 除了老年癡呆，李春平一直有糖尿病。怕自己血糖過高，他每天要測很多次血糖，手上紮了無數針眼，“兩隻手的無名指和中指都戳黑了。”[1] 就是這麼一個神志不清的老頭兒，依然擋不住上門揩油的人。 身邊的人","listText":"“他現在就是個提線木偶，不知道有誰可以相信。” 作 者丨華商韜略 華商韜略·華商名人堂 ID：hstl8888 圖片：網絡、圖蟲創意 &nbsp;本文原發於2019年7月5日&nbsp; 70億鉅額遺產從天而降。 他站在街上向人們扔錢，他捐款給那些扯謊賣慘的戲精，他身邊聚集着一堆對金錢眼紅耳熱的親信和騙子，他的家人離他而去。 從2016年被曝患病至今，快三年了，曾高調做慈善、出書、上節目的傳奇富豪李春平幾乎再沒有公開露過面。 他被診斷爲阿爾茨海默症，俗稱老年癡呆。 2017年2月26日，爲了打破患病流言，身邊工作人員安排他直播慶祝68歲生日會。宴會伊始，他口齒不清地說了幾句話就開始“呵呵呵”地笑，主持人趕緊搶過話筒，直播提前中斷。 幾十名保姆、護理、保鏢圍着他轉。他被染了頭髮，周遭擺滿他年輕時高大帥氣的藝術照和部分名貴藏品。各路濃妝豔抹的走穴歌手和會所女子爲他祝壽。 宴會中途，神色飄忽的李春平眼見坐不住了，被身邊的保鏢至少按住三次。 他的家人沒有出席。 他的親妹妹，以及傳聞中與他交往近十年的情人和情人爲他生的小兒子都不見蹤影。 準確地說，自他患病起，追隨在他身邊的各路稱兄道弟的“社會人”就與他的家人形成兩股對老爺子監護權的搶奪勢力。 李家人控訴“社會人”把李春平洗腦了，“他們變着法兒地騙他錢”。“社會人”一派則堅稱李春平沒病，一切都是他自願的。 有媒體跑到李春平長年定居的溫泉會館探訪他，發現他眼神聚不上焦，吃飯時湯水順着嘴角流下來，說話總是重複，聊沒幾句就讓人走。 一名照顧他的保姆私下說：他現在瘋瘋癲癲，每天就是不停地吃，逮着藥一大把就往嘴裏塞，一言不合就動手，“我們非常害怕”。 除了老年癡呆，李春平一直有糖尿病。怕自己血糖過高，他每天要測很多次血糖，手上紮了無數針眼，“兩隻手的無名指和中指都戳黑了。”[1] 就是這麼一個神志不清的老頭兒，依然擋不住上門揩油的人。 身邊的人","text":"“他現在就是個提線木偶，不知道有誰可以相信。” 作 者丨華商韜略 華商韜略·華商名人堂 ID：hstl8888 圖片：網絡、圖蟲創意 本文原發於2019年7月5日 70億鉅額遺產從天而降。 他站在街上向人們扔錢，他捐款給那些扯謊賣慘的戲精，他身邊聚集着一堆對金錢眼紅耳熱的親信和騙子，他的家人離他而去。 從2016年被曝患病至今，快三年了，曾高調做慈善、出書、上節目的傳奇富豪李春平幾乎再沒有公開露過面。 他被診斷爲阿爾茨海默症，俗稱老年癡呆。 2017年2月26日，爲了打破患病流言，身邊工作人員安排他直播慶祝68歲生日會。宴會伊始，他口齒不清地說了幾句話就開始“呵呵呵”地笑，主持人趕緊搶過話筒，直播提前中斷。 幾十名保姆、護理、保鏢圍着他轉。他被染了頭髮，周遭擺滿他年輕時高大帥氣的藝術照和部分名貴藏品。各路濃妝豔抹的走穴歌手和會所女子爲他祝壽。 宴會中途，神色飄忽的李春平眼見坐不住了，被身邊的保鏢至少按住三次。 他的家人沒有出席。 他的親妹妹，以及傳聞中與他交往近十年的情人和情人爲他生的小兒子都不見蹤影。 準確地說，自他患病起，追隨在他身邊的各路稱兄道弟的“社會人”就與他的家人形成兩股對老爺子監護權的搶奪勢力。 李家人控訴“社會人”把李春平洗腦了，“他們變着法兒地騙他錢”。“社會人”一派則堅稱李春平沒病，一切都是他自願的。 有媒體跑到李春平長年定居的溫泉會館探訪他，發現他眼神聚不上焦，吃飯時湯水順着嘴角流下來，說話總是重複，聊沒幾句就讓人走。 一名照顧他的保姆私下說：他現在瘋瘋癲癲，每天就是不停地吃，逮着藥一大把就往嘴裏塞，一言不合就動手，“我們非常害怕”。 除了老年癡呆，李春平一直有糖尿病。怕自己血糖過高，他每天要測很多次血糖，手上紮了無數針眼，“兩隻手的無名指和中指都戳黑了。”[1] 就是這麼一個神志不清的老頭兒，依然擋不住上門揩油的人。 身邊的人","images":[{"img":"https://static.tigerbbs.com/8b95a3fb2bca42068dc26478a7221073","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7fa2200a5aa1463381fba2187a758bdf","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/77fd499f5cb3444db1589429e3a546cd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832904400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835577734,"gmtCreate":1629729399128,"gmtModify":1676530114941,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835577734","repostId":"836082796","repostType":1,"repost":{"id":836082796,"gmtCreate":1629438055113,"gmtModify":1676530041363,"author":{"id":"3527667612229510","authorId":"3527667612229510","name":"William85","avatar":"https://static.tigerbbs.com/524c2b779d765172bbfd2b18e3de63d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667612229510","idStr":"3527667612229510"},"themes":[],"htmlText":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","listText":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","text":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.$DiDi Global Inc.(DIDI)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836082796","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835577362,"gmtCreate":1629729355856,"gmtModify":1676530114941,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835577362","repostId":"1178743834","repostType":2,"repost":{"id":"1178743834","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":1629703484,"share":"https://ttm.financial/m/news/1178743834?lang=en_US&edition=fundamental","pubTime":"2021-08-23 15:24","market":"us","language":"zh","title":"Alibaba Cloud responds to the \"User Registration Information Leakage\" incident","url":"https://stock-news.laohu8.com/highlight/detail?id=1178743834","media":"老虎资讯综合","summary":"8月23日消息，针对媒体报道“阿里云将用户留存的注册信息泄露给第三方合作伙伴”，阿里云回应：根据自查，该投诉事件应为2019年双11前后，阿里云一名电销员工违反公司纪律，利用工作便利私下获取客户联系方","content":"<p>According to news on August 23, in response to media reports that \"Alibaba Cloud leaked the registration information retained by users to third-party partners\", Alibaba Cloud responded: According to self-examination, the complaint should be around Double 11 in 2019. An Alibaba Cloud telemarketing employee violated company discipline, took advantage of his work convenience to privately obtain customer contact information and disclosed it to distributor employees, thus triggering a customer complaint. In this regard, Alibaba Cloud said: The company strictly prohibits employees from disclosing user registration information to third parties. The incident has been dealt with seriously according to the company system, and actively rectified in accordance with the requirements of Zhejiang Communications Administration to strengthen and improve the deficiencies in personnel management. Thank you for your supervision and criticism.</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>Alibaba Cloud responds to the \"User Registration Information Leakage\" incident</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\">\nAlibaba Cloud responds to the \"User Registration Information Leakage\" incident\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\">2021-08-23 15:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to news on August 23, in response to media reports that \"Alibaba Cloud leaked the registration information retained by users to third-party partners\", Alibaba Cloud responded: According to self-examination, the complaint should be around Double 11 in 2019. An Alibaba Cloud telemarketing employee violated company discipline, took advantage of his work convenience to privately obtain customer contact information and disclosed it to distributor employees, thus triggering a customer complaint. In this regard, Alibaba Cloud said: The company strictly prohibits employees from disclosing user registration information to third parties. The incident has been dealt with seriously according to the company system, and actively rectified in accordance with the requirements of Zhejiang Communications Administration to strengthen and improve the deficiencies in personnel management. Thank you for your supervision and criticism.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178743834","content_text":"8月23日消息，针对媒体报道“阿里云将用户留存的注册信息泄露给第三方合作伙伴”，阿里云回应：根据自查，该投诉事件应为2019年双11前后，阿里云一名电销员工违反公司纪律，利用工作便利私下获取客户联系方式，并透露给分销商员工，从而引发一名客户投诉。对此，阿里云表示：公司严禁员工向第三方泄露用户注册信息，已根据公司制度对该事件进行严肃处理，并遵照浙江省通信管理局要求积极整改，对人员管理层面上的不足进行强化改进。感谢大家的监督批评。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835574713,"gmtCreate":1629729342332,"gmtModify":1676530114923,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835574713","repostId":"1178743834","repostType":2,"repost":{"id":"1178743834","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":1629703484,"share":"https://ttm.financial/m/news/1178743834?lang=en_US&edition=fundamental","pubTime":"2021-08-23 15:24","market":"us","language":"zh","title":"Alibaba Cloud responds to the \"User Registration Information Leakage\" incident","url":"https://stock-news.laohu8.com/highlight/detail?id=1178743834","media":"老虎资讯综合","summary":"8月23日消息，针对媒体报道“阿里云将用户留存的注册信息泄露给第三方合作伙伴”，阿里云回应：根据自查，该投诉事件应为2019年双11前后，阿里云一名电销员工违反公司纪律，利用工作便利私下获取客户联系方","content":"<p>According to news on August 23, in response to media reports that \"Alibaba Cloud leaked the registration information retained by users to third-party partners\", Alibaba Cloud responded: According to self-examination, the complaint should be around Double 11 in 2019. An Alibaba Cloud telemarketing employee violated company discipline, took advantage of his work convenience to privately obtain customer contact information and disclosed it to distributor employees, thus triggering a customer complaint. In this regard, Alibaba Cloud said: The company strictly prohibits employees from disclosing user registration information to third parties. The incident has been dealt with seriously according to the company system, and actively rectified in accordance with the requirements of Zhejiang Communications Administration to strengthen and improve the deficiencies in personnel management. Thank you for your supervision and criticism.</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>Alibaba Cloud responds to the \"User Registration Information Leakage\" incident</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\">\nAlibaba Cloud responds to the \"User Registration Information Leakage\" incident\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\">2021-08-23 15:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to news on August 23, in response to media reports that \"Alibaba Cloud leaked the registration information retained by users to third-party partners\", Alibaba Cloud responded: According to self-examination, the complaint should be around Double 11 in 2019. An Alibaba Cloud telemarketing employee violated company discipline, took advantage of his work convenience to privately obtain customer contact information and disclosed it to distributor employees, thus triggering a customer complaint. In this regard, Alibaba Cloud said: The company strictly prohibits employees from disclosing user registration information to third parties. The incident has been dealt with seriously according to the company system, and actively rectified in accordance with the requirements of Zhejiang Communications Administration to strengthen and improve the deficiencies in personnel management. Thank you for your supervision and criticism.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178743834","content_text":"8月23日消息，针对媒体报道“阿里云将用户留存的注册信息泄露给第三方合作伙伴”，阿里云回应：根据自查，该投诉事件应为2019年双11前后，阿里云一名电销员工违反公司纪律，利用工作便利私下获取客户联系方式，并透露给分销商员工，从而引发一名客户投诉。对此，阿里云表示：公司严禁员工向第三方泄露用户注册信息，已根据公司制度对该事件进行严肃处理，并遵照浙江省通信管理局要求积极整改，对人员管理层面上的不足进行强化改进。感谢大家的监督批评。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835575477,"gmtCreate":1629729303499,"gmtModify":1676530114891,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835575477","repostId":"836827242","repostType":1,"repost":{"id":836827242,"gmtCreate":1629471186986,"gmtModify":1676530053048,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"黑色星期五，二次探底接近尾聲！","htmlText":"過去一個月的思路，許導表述的非常清晰吧？在市場反彈的大背景下，是許導明確表態，《0805：二次探底的行情，要來了！》隨後，行情繼續反彈，逼近趨勢線的反壓線，許導再次表態，《0812：汽車製造霸屏，大盤短期壓力驟顯！》緊接着，觸碰阻力之後，許導跟進更新，《0817：砸盤，如期而至！》如今在回去覆盤，實際上大家會發現整個市場的波動仍然還是以寬幅的震盪爲主。也就是許導在前文《0818：大金融異動，意味着什麼？》提到的： 結論便是，結構性行情有，所謂的全面牛市不存在，至少今年大概率沒有。如果想要達到2015年2萬億的成交量水平，意味着我們現在兩市的成交量需要放大到4-5萬億。 今天，隨着一份有關於白酒的文件在市場瘋傳，空頭們率先對整個釀酒板塊動手，隨之也把整個大消費板塊打崩。既然喝酒不行了，吃藥也就跟着一起崩了。看樣子，爲了共同富裕的目標，教育，醫療，地產三座大山接連受到各種政策衝擊。兩市最終收盤成交1.25萬億，三大股指全部收陰，僅光伏玻璃，重型機械，化肥，水泥和倉儲物流表現較好以外，其餘板塊盡墨。通信服務表現搶眼，則是因爲巨無霸中國電信的迴歸，當天盤口的走勢也非常戲劇化。很多中籤的小散們擔心破發選擇微利離場，結果狗莊們11點以後才進場拉昇，讓早先離場的小散們拍青了大腿。搞不好午後有些人又忍不住追了進去，那麼下週一隻要一個低開，估計又是慘絕人寰的甕中捉鱉。回到上證指數的日線，下一個重要的時間窗口是8月26日，也就是說，這一輪空間上的二次探底已經接近尾聲，下週的上半周完成震盪之後，下半周大概率就能依託二次探底的次低點展開反彈走勢。展望未來，需要重點關注8月26日-8月28日召開的全球央行的年會，因爲市場普遍預計這次年會美聯儲主席鮑威爾有一些“大動作”。因爲隨着美國內部通脹壓力的不斷攀升，市場非常關心美聯儲具體的縮債時間表何時出爐。一年一度的全球央行年會在美國懷俄明州傑克遜霍爾召開。","listText":"過去一個月的思路，許導表述的非常清晰吧？在市場反彈的大背景下，是許導明確表態，《0805：二次探底的行情，要來了！》隨後，行情繼續反彈，逼近趨勢線的反壓線，許導再次表態，《0812：汽車製造霸屏，大盤短期壓力驟顯！》緊接着，觸碰阻力之後，許導跟進更新，《0817：砸盤，如期而至！》如今在回去覆盤，實際上大家會發現整個市場的波動仍然還是以寬幅的震盪爲主。也就是許導在前文《0818：大金融異動，意味着什麼？》提到的： 結論便是，結構性行情有，所謂的全面牛市不存在，至少今年大概率沒有。如果想要達到2015年2萬億的成交量水平，意味着我們現在兩市的成交量需要放大到4-5萬億。 今天，隨着一份有關於白酒的文件在市場瘋傳，空頭們率先對整個釀酒板塊動手，隨之也把整個大消費板塊打崩。既然喝酒不行了，吃藥也就跟着一起崩了。看樣子，爲了共同富裕的目標，教育，醫療，地產三座大山接連受到各種政策衝擊。兩市最終收盤成交1.25萬億，三大股指全部收陰，僅光伏玻璃，重型機械，化肥，水泥和倉儲物流表現較好以外，其餘板塊盡墨。通信服務表現搶眼，則是因爲巨無霸中國電信的迴歸，當天盤口的走勢也非常戲劇化。很多中籤的小散們擔心破發選擇微利離場，結果狗莊們11點以後才進場拉昇，讓早先離場的小散們拍青了大腿。搞不好午後有些人又忍不住追了進去，那麼下週一隻要一個低開，估計又是慘絕人寰的甕中捉鱉。回到上證指數的日線，下一個重要的時間窗口是8月26日，也就是說，這一輪空間上的二次探底已經接近尾聲，下週的上半周完成震盪之後，下半周大概率就能依託二次探底的次低點展開反彈走勢。展望未來，需要重點關注8月26日-8月28日召開的全球央行的年會，因爲市場普遍預計這次年會美聯儲主席鮑威爾有一些“大動作”。因爲隨着美國內部通脹壓力的不斷攀升，市場非常關心美聯儲具體的縮債時間表何時出爐。一年一度的全球央行年會在美國懷俄明州傑克遜霍爾召開。","text":"過去一個月的思路，許導表述的非常清晰吧？在市場反彈的大背景下，是許導明確表態，《0805：二次探底的行情，要來了！》隨後，行情繼續反彈，逼近趨勢線的反壓線，許導再次表態，《0812：汽車製造霸屏，大盤短期壓力驟顯！》緊接着，觸碰阻力之後，許導跟進更新，《0817：砸盤，如期而至！》如今在回去覆盤，實際上大家會發現整個市場的波動仍然還是以寬幅的震盪爲主。也就是許導在前文《0818：大金融異動，意味着什麼？》提到的： 結論便是，結構性行情有，所謂的全面牛市不存在，至少今年大概率沒有。如果想要達到2015年2萬億的成交量水平，意味着我們現在兩市的成交量需要放大到4-5萬億。 今天，隨着一份有關於白酒的文件在市場瘋傳，空頭們率先對整個釀酒板塊動手，隨之也把整個大消費板塊打崩。既然喝酒不行了，吃藥也就跟着一起崩了。看樣子，爲了共同富裕的目標，教育，醫療，地產三座大山接連受到各種政策衝擊。兩市最終收盤成交1.25萬億，三大股指全部收陰，僅光伏玻璃，重型機械，化肥，水泥和倉儲物流表現較好以外，其餘板塊盡墨。通信服務表現搶眼，則是因爲巨無霸中國電信的迴歸，當天盤口的走勢也非常戲劇化。很多中籤的小散們擔心破發選擇微利離場，結果狗莊們11點以後才進場拉昇，讓早先離場的小散們拍青了大腿。搞不好午後有些人又忍不住追了進去，那麼下週一隻要一個低開，估計又是慘絕人寰的甕中捉鱉。回到上證指數的日線，下一個重要的時間窗口是8月26日，也就是說，這一輪空間上的二次探底已經接近尾聲，下週的上半周完成震盪之後，下半周大概率就能依託二次探底的次低點展開反彈走勢。展望未來，需要重點關注8月26日-8月28日召開的全球央行的年會，因爲市場普遍預計這次年會美聯儲主席鮑威爾有一些“大動作”。因爲隨着美國內部通脹壓力的不斷攀升，市場非常關心美聯儲具體的縮債時間表何時出爐。一年一度的全球央行年會在美國懷俄明州傑克遜霍爾召開。","images":[{"img":"https://static.tigerbbs.com/326289313727e61b6717c6f18ee3db87","width":"537","height":"154"},{"img":"https://static.tigerbbs.com/e1444cb5574d1525d5ffe1da76617b0e","width":"688","height":"264"},{"img":"https://static.tigerbbs.com/0ead4a89ce7ad611563842e1dcee6354","width":"688","height":"174"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836827242","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832251496,"gmtCreate":1629643452415,"gmtModify":1676530084760,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545385474052288","idStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832251496","repostId":"833296844","repostType":1,"repost":{"id":833296844,"gmtCreate":1629243925988,"gmtModify":1676529974953,"author":{"id":"3574671931921507","authorId":"3574671931921507","name":"Wayneqq","avatar":"https://static.tigerbbs.com/05d24be2c05653913e90f51e69cfe2a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574671931921507","idStr":"3574671931921507"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>”Be greedy when the market is fearful and be fearful when the market is greedy”Quote from Warren Buffett..Now is a good time to be greedy.. The regulatorytightening on tech companies in china is a good thing in long term.. It helps clean up and make theindustry itself more resilient.. In the long game, tech companies will rise to greater heights.. meanwhile.. the buying opportunity presents itself to getgood companies at great prices [Yummy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>”Be greedy when the market is fearful and be fearful when the market is greedy”Quote from Warren Buffett..Now is a good time to be greedy.. The regulatorytightening on tech companies in china is a good thing in long term.. It helps clean up and make theindustry itself more resilient.. In the long game, tech companies will rise to greater heights.. meanwhile.. the buying opportunity presents itself to getgood companies at great prices [Yummy]&nbsp;","text":"$Alibaba(BABA)$”Be greedy when the market is fearful and be fearful when the market is greedy”Quote from Warren Buffett..Now is a good time to be greedy.. The regulatorytightening on tech companies in china is a good thing in long term.. It helps clean up and make theindustry itself more resilient.. In the long game, tech companies will rise to greater heights.. meanwhile.. the buying opportunity presents itself to getgood companies at great prices [Yummy]","images":[{"img":"https://static.tigerbbs.com/0cd45d2477d45deaa10ae6bf014eeb80","width":"750","height":"1978"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833296844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":836890195,"gmtCreate":1629468304617,"gmtModify":1676530051244,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836890195","repostId":"833308932","repostType":1,"repost":{"id":833308932,"gmtCreate":1629202507326,"gmtModify":1676529964123,"author":{"id":"3549433244214460","authorId":"3549433244214460","name":"MIK抱富成长记","avatar":"https://static.tigerbbs.com/ecb583b474b1850f556f1a6026290314","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549433244214460","authorIdStr":"3549433244214460"},"themes":[],"title":"市場又大跌，你該怎麼應對？","htmlText":"今天市場高開低走，午後加速下跌，指數全面收跌，無一板塊上漲，消費、醫藥領跌看了一圈，A股主要的利空就是昨天公佈的經濟數據全面回落今天外資還是正流入的，美股指數昨晚也是漲的，所以其實今天的劇本就是內資砸盤，又是自己人互砸的一天遇到下跌時，大家的情緒容易受到影響，心中容易產生疑問和恐慌本質上是很多人不能接受和正視市場的波動波動在股票市場裏再正常不過了，跟你的買賣無關，更談不上針對你，你來或不來，波動都在那裏很多時候短期的大跌，長期來看就只是一個小波動而已想要在投資上賺到錢，你就要一直在市場上待着，投資的回報跟工作不一樣，是非線性的，往往在10%的時間內就賺了大多數的錢，而剩下90%的時間，可能都是不賺錢的只有這90%的時間你也堅持在場上，才能享受到10%的賺錢時間市場偶爾會發神經，不要被他影響，做好自己該做的，剩下的時間笑看漲跌就行什麼是該做的？“在下跌的過程中堅定持有或者分批買入還在成長的賽道中優質的企業”哪些是還在成長的優質賽道？\"高端消費、生物醫藥、高端製造\"高端消費：疫情期間，經濟再差，也不影響有錢人瘋狂消費，愛馬仕、LV等高端品牌營收和股價都依然亮眼，高端消費是不容易產生內卷，可以穿越牛熊的方向生物醫藥：剛需行業，長牛股誕生的地方，行業當前的主要問題只是估值略高，消化估值之後，類似cxo等優質賽道，該怎麼漲還是怎麼漲高端製造：政策導向支持，只要景氣度還在，就談不上結束，雖然被基金嚴重超配，近期也利空不斷，但今天可以看到，板塊裏邏輯最硬的公司其實沒怎麼跌高端製造在一波調整之後，大概率會分化，壁壘足夠高的優質龍頭會繼續漲，只是因爲行業賦能的公司可能就漲不動了高端製造裏的新能源、光伏等，在未來幾年，還會持續產生很多的投資機會，接下來短期見頂的只是部分企業，對於賽道里的優質龍頭，現在談見頂，還爲時過早另外對於有錢、長情的朋友來說，港股的互聯網龍頭如企鵝、外賣等，或許又可以搞起","listText":"今天市場高開低走，午後加速下跌，指數全面收跌，無一板塊上漲，消費、醫藥領跌看了一圈，A股主要的利空就是昨天公佈的經濟數據全面回落今天外資還是正流入的，美股指數昨晚也是漲的，所以其實今天的劇本就是內資砸盤，又是自己人互砸的一天遇到下跌時，大家的情緒容易受到影響，心中容易產生疑問和恐慌本質上是很多人不能接受和正視市場的波動波動在股票市場裏再正常不過了，跟你的買賣無關，更談不上針對你，你來或不來，波動都在那裏很多時候短期的大跌，長期來看就只是一個小波動而已想要在投資上賺到錢，你就要一直在市場上待着，投資的回報跟工作不一樣，是非線性的，往往在10%的時間內就賺了大多數的錢，而剩下90%的時間，可能都是不賺錢的只有這90%的時間你也堅持在場上，才能享受到10%的賺錢時間市場偶爾會發神經，不要被他影響，做好自己該做的，剩下的時間笑看漲跌就行什麼是該做的？“在下跌的過程中堅定持有或者分批買入還在成長的賽道中優質的企業”哪些是還在成長的優質賽道？\"高端消費、生物醫藥、高端製造\"高端消費：疫情期間，經濟再差，也不影響有錢人瘋狂消費，愛馬仕、LV等高端品牌營收和股價都依然亮眼，高端消費是不容易產生內卷，可以穿越牛熊的方向生物醫藥：剛需行業，長牛股誕生的地方，行業當前的主要問題只是估值略高，消化估值之後，類似cxo等優質賽道，該怎麼漲還是怎麼漲高端製造：政策導向支持，只要景氣度還在，就談不上結束，雖然被基金嚴重超配，近期也利空不斷，但今天可以看到，板塊裏邏輯最硬的公司其實沒怎麼跌高端製造在一波調整之後，大概率會分化，壁壘足夠高的優質龍頭會繼續漲，只是因爲行業賦能的公司可能就漲不動了高端製造裏的新能源、光伏等，在未來幾年，還會持續產生很多的投資機會，接下來短期見頂的只是部分企業，對於賽道里的優質龍頭，現在談見頂，還爲時過早另外對於有錢、長情的朋友來說，港股的互聯網龍頭如企鵝、外賣等，或許又可以搞起","text":"今天市場高開低走，午後加速下跌，指數全面收跌，無一板塊上漲，消費、醫藥領跌看了一圈，A股主要的利空就是昨天公佈的經濟數據全面回落今天外資還是正流入的，美股指數昨晚也是漲的，所以其實今天的劇本就是內資砸盤，又是自己人互砸的一天遇到下跌時，大家的情緒容易受到影響，心中容易產生疑問和恐慌本質上是很多人不能接受和正視市場的波動波動在股票市場裏再正常不過了，跟你的買賣無關，更談不上針對你，你來或不來，波動都在那裏很多時候短期的大跌，長期來看就只是一個小波動而已想要在投資上賺到錢，你就要一直在市場上待着，投資的回報跟工作不一樣，是非線性的，往往在10%的時間內就賺了大多數的錢，而剩下90%的時間，可能都是不賺錢的只有這90%的時間你也堅持在場上，才能享受到10%的賺錢時間市場偶爾會發神經，不要被他影響，做好自己該做的，剩下的時間笑看漲跌就行什麼是該做的？“在下跌的過程中堅定持有或者分批買入還在成長的賽道中優質的企業”哪些是還在成長的優質賽道？\"高端消費、生物醫藥、高端製造\"高端消費：疫情期間，經濟再差，也不影響有錢人瘋狂消費，愛馬仕、LV等高端品牌營收和股價都依然亮眼，高端消費是不容易產生內卷，可以穿越牛熊的方向生物醫藥：剛需行業，長牛股誕生的地方，行業當前的主要問題只是估值略高，消化估值之後，類似cxo等優質賽道，該怎麼漲還是怎麼漲高端製造：政策導向支持，只要景氣度還在，就談不上結束，雖然被基金嚴重超配，近期也利空不斷，但今天可以看到，板塊裏邏輯最硬的公司其實沒怎麼跌高端製造在一波調整之後，大概率會分化，壁壘足夠高的優質龍頭會繼續漲，只是因爲行業賦能的公司可能就漲不動了高端製造裏的新能源、光伏等，在未來幾年，還會持續產生很多的投資機會，接下來短期見頂的只是部分企業，對於賽道里的優質龍頭，現在談見頂，還爲時過早另外對於有錢、長情的朋友來說，港股的互聯網龍頭如企鵝、外賣等，或許又可以搞起","images":[{"img":"https://static.tigerbbs.com/5fd7cc021e36e3ea9185efdb5585c171","width":"441","height":"436"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833308932","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187727382,"gmtCreate":1623765037046,"gmtModify":1703818656810,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"l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target=\"_blank\" href=\"https://laohu8.com/S/002139\">$拓邦股份(002139)$</a>&nbsp; &nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002402\">$和而泰(002402)$</a>&nbsp;我們發文以後，不出意料，拓邦和和而泰一季度的業績都可喜可賀，尤其是拓邦股份，一季度歸母扣非淨利同比暴增527%，我們在原文中以及在訂閱讀者羣裏說過拓邦股份的業務戰略是穩紮穩打型，而且研發投入很捨得。拓邦股份目前家電+電動工具收入佔比 80%，未來 3-5 年增長主賽道還是這兩個。因此，對拓邦股份來說，公司的戰略發展是隨着整個智能控制器行業的發展，以及在目前很低的市場集中度條件下不斷的提升市場份額。圖注：圖片源自網絡，侵權請聯繫刪除拓邦股份與和而泰在這兩個多月裏都迎來了密集的基金和券商調研，對投資者來說，也就意味着我們能獲取更多企業業務發展的信息。和而泰由於最早進入汽車電子控制器領域，而且去年以來獲得了70億tier 1廠商的訂單，所以市場的焦點主要在其汽車電子控制器的業務上，此外就是即將分拆上市的鋮昌科技的射頻芯片業務。相對來說，市場對於其原有的家電和電動工具業務的關注度沒有拓邦股份那麼高。總體上來說，由於汽車電","listText":"最近有幾個訂閱貝瑞A股專欄《牛研星球》的朋友私信我們，要我們講講拓邦股份和和而泰的最新分析。這兩兄弟今年以來的業績表現差異太大了，拓邦股份今年以來漲了一倍多，和而泰漲了不到40%。我們是4月6號首發的《市值百億的智能控制器龍頭，是陷阱嗎？》，由於是付費內容，可能閱讀的人不多，但是股價在文章發佈後表現喜人，拓邦股份（代碼：002139）這兩個多月漲了50%多，和而泰（代碼：002402）差一點，漲了百分之十幾。兩者的市值目前已經很接近了。<a target=\"_blank\" href=\"https://laohu8.com/S/002139\">$拓邦股份(002139)$</a>&nbsp; &nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002402\">$和而泰(002402)$</a>&nbsp;我們發文以後，不出意料，拓邦和和而泰一季度的業績都可喜可賀，尤其是拓邦股份，一季度歸母扣非淨利同比暴增527%，我們在原文中以及在訂閱讀者羣裏說過拓邦股份的業務戰略是穩紮穩打型，而且研發投入很捨得。拓邦股份目前家電+電動工具收入佔比 80%，未來 3-5 年增長主賽道還是這兩個。因此，對拓邦股份來說，公司的戰略發展是隨着整個智能控制器行業的發展，以及在目前很低的市場集中度條件下不斷的提升市場份額。圖注：圖片源自網絡，侵權請聯繫刪除拓邦股份與和而泰在這兩個多月裏都迎來了密集的基金和券商調研，對投資者來說，也就意味着我們能獲取更多企業業務發展的信息。和而泰由於最早進入汽車電子控制器領域，而且去年以來獲得了70億tier 1廠商的訂單，所以市場的焦點主要在其汽車電子控制器的業務上，此外就是即將分拆上市的鋮昌科技的射頻芯片業務。相對來說，市場對於其原有的家電和電動工具業務的關注度沒有拓邦股份那麼高。總體上來說，由於汽車電","text":"最近有幾個訂閱貝瑞A股專欄《牛研星球》的朋友私信我們，要我們講講拓邦股份和和而泰的最新分析。這兩兄弟今年以來的業績表現差異太大了，拓邦股份今年以來漲了一倍多，和而泰漲了不到40%。我們是4月6號首發的《市值百億的智能控制器龍頭，是陷阱嗎？》，由於是付費內容，可能閱讀的人不多，但是股價在文章發佈後表現喜人，拓邦股份（代碼：002139）這兩個多月漲了50%多，和而泰（代碼：002402）差一點，漲了百分之十幾。兩者的市值目前已經很接近了。$拓邦股份(002139)$ $和而泰(002402)$ 我們發文以後，不出意料，拓邦和和而泰一季度的業績都可喜可賀，尤其是拓邦股份，一季度歸母扣非淨利同比暴增527%，我們在原文中以及在訂閱讀者羣裏說過拓邦股份的業務戰略是穩紮穩打型，而且研發投入很捨得。拓邦股份目前家電+電動工具收入佔比 80%，未來 3-5 年增長主賽道還是這兩個。因此，對拓邦股份來說，公司的戰略發展是隨着整個智能控制器行業的發展，以及在目前很低的市場集中度條件下不斷的提升市場份額。圖注：圖片源自網絡，侵權請聯繫刪除拓邦股份與和而泰在這兩個多月裏都迎來了密集的基金和券商調研，對投資者來說，也就意味着我們能獲取更多企業業務發展的信息。和而泰由於最早進入汽車電子控制器領域，而且去年以來獲得了70億tier 1廠商的訂單，所以市場的焦點主要在其汽車電子控制器的業務上，此外就是即將分拆上市的鋮昌科技的射頻芯片業務。相對來說，市場對於其原有的家電和電動工具業務的關注度沒有拓邦股份那麼高。總體上來說，由於汽車電","images":[{"img":"https://static.tigerbbs.com/0f7367acd69753b805dc4dfabd4c7609","width":"605","height":"404"},{"img":"https://static.tigerbbs.com/a78eb171ffb6bbabac7492846f6dafec","width":"605","height":"390"},{"img":"https://static.tigerbbs.com/0a6652af46f151459b15f70959441798","width":"1020","height":"1350"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187484719","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834565648,"gmtCreate":1629814134184,"gmtModify":1676530140167,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834565648","repostId":"833126235","repostType":1,"repost":{"id":833126235,"gmtCreate":1629211415727,"gmtModify":1676529968327,"author":{"id":"3561854396999808","authorId":"3561854396999808","name":"股票小霸王888","avatar":"https://static.tigerbbs.com/52b61319c48765ff36de67cc508c5941","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561854396999808","authorIdStr":"3561854396999808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Seems SG Temasak bought this...any insights? They spotted a gem or they paying school fees?","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Seems SG Temasak bought this...any insights? They spotted a gem or they paying school fees?","text":"$SoFi Technologies Inc.(SOFI)$Seems SG Temasak bought this...any insights? They spotted a gem or they paying school fees?","images":[{"img":"https://static.tigerbbs.com/2b10d9bea13784183e272147d57a8d3b","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833126235","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836891818,"gmtCreate":1629468417034,"gmtModify":1676530051299,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836891818","repostId":"896675915","repostType":1,"repost":{"id":896675915,"gmtCreate":1628582250537,"gmtModify":1703508508080,"author":{"id":"3434046638438343","authorId":"3434046638438343","name":"旭阳特别帅","avatar":"https://static.laohu8.com/bbe12234effaffbb31106d837a04c53f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434046638438343","authorIdStr":"3434046638438343"},"themes":[],"title":"22萬美金覆盤","htmlText":"….虎妞來找我要我發.本來想低調一點的…..那就發吧.大家主要看我買賣的操作，對你有用的話我會很高興. 嗯，今年年初搞了16萬刀以後，筆者又幹到了22萬刀。無疑的，我肯定得感謝這個美國資本市場，也得感謝美聯儲無限印鈔，但更要感謝的是把握住機會的自己，多年來的認知積累能夠在這個市場發揮出價值。我不敢肯定美國的超級大牛市能否持續下去，我只知道現在的行情應該是最好的時光，一個人的命運沉浮大部分和時代有關，假如這個人能夠參悟其中的規律，加上超強的執行力，那麼他應該能夠變得富足。 不驕不躁，在適應了年初的命運轉折後，筆者重新出發，抱着空杯心態，賬戶裏剩下2萬美金，繼續前行。當然賺這個錢不光是賺錢，更是一種心理上的磨練。虧損過半是家常便飯，當然伴隨而來的就是懊喪、後悔、自我貶低還有焦慮，這些心理難關都需要自己去克服和調節，最重要的是你還得晚上睡得着，不去關心資金的波動，總的來說就是心要大。 有這麼一句話說得很到位：錢乃身外之物。--你越是看重，就越會得不到。你只有放開了一切心理負擔去做這件事情，這個世界纔會給予你想要的東西。這有點哲學的味道了。人生不就是不斷去體悟嗎？但一個停止腳步的人會有人生經驗的增長嗎？白走一遭的人生，筆者是萬不想過的，去做，去看，去參悟，去成長，不因自己的年齡而對自己加以限制，去追逐自由--筆者打算出國留學了。 2021年7月23日，2萬美金翻了11倍，賣掉後，筆者出了16萬美金，至此個人資產超過了200多萬RMB。你不用羨慕我，爲了今天我付出了很多努力，17年開始做這個也有4年了，期間閱讀過的書數不清；爲了保持充沛的精力，跑步、鍛鍊，雷打不斷的；最重要的是克服心理壓力，虧損過半怎麼辦？沒信心了怎麼辦？耐心不夠感到焦慮怎麼辦？難的是這個。 當然也失去以及錯過很多，比如之前存在P2P的錢其實夠我去國外留學的，但我一直覺得錢還不夠多，就存了進去。後面的事情就不說了，可","listText":"….虎妞來找我要我發.本來想低調一點的…..那就發吧.大家主要看我買賣的操作，對你有用的話我會很高興. 嗯，今年年初搞了16萬刀以後，筆者又幹到了22萬刀。無疑的，我肯定得感謝這個美國資本市場，也得感謝美聯儲無限印鈔，但更要感謝的是把握住機會的自己，多年來的認知積累能夠在這個市場發揮出價值。我不敢肯定美國的超級大牛市能否持續下去，我只知道現在的行情應該是最好的時光，一個人的命運沉浮大部分和時代有關，假如這個人能夠參悟其中的規律，加上超強的執行力，那麼他應該能夠變得富足。 不驕不躁，在適應了年初的命運轉折後，筆者重新出發，抱着空杯心態，賬戶裏剩下2萬美金，繼續前行。當然賺這個錢不光是賺錢，更是一種心理上的磨練。虧損過半是家常便飯，當然伴隨而來的就是懊喪、後悔、自我貶低還有焦慮，這些心理難關都需要自己去克服和調節，最重要的是你還得晚上睡得着，不去關心資金的波動，總的來說就是心要大。 有這麼一句話說得很到位：錢乃身外之物。--你越是看重，就越會得不到。你只有放開了一切心理負擔去做這件事情，這個世界纔會給予你想要的東西。這有點哲學的味道了。人生不就是不斷去體悟嗎？但一個停止腳步的人會有人生經驗的增長嗎？白走一遭的人生，筆者是萬不想過的，去做，去看，去參悟，去成長，不因自己的年齡而對自己加以限制，去追逐自由--筆者打算出國留學了。 2021年7月23日，2萬美金翻了11倍，賣掉後，筆者出了16萬美金，至此個人資產超過了200多萬RMB。你不用羨慕我，爲了今天我付出了很多努力，17年開始做這個也有4年了，期間閱讀過的書數不清；爲了保持充沛的精力，跑步、鍛鍊，雷打不斷的；最重要的是克服心理壓力，虧損過半怎麼辦？沒信心了怎麼辦？耐心不夠感到焦慮怎麼辦？難的是這個。 當然也失去以及錯過很多，比如之前存在P2P的錢其實夠我去國外留學的，但我一直覺得錢還不夠多，就存了進去。後面的事情就不說了，可","text":"….虎妞來找我要我發.本來想低調一點的…..那就發吧.大家主要看我買賣的操作，對你有用的話我會很高興. 嗯，今年年初搞了16萬刀以後，筆者又幹到了22萬刀。無疑的，我肯定得感謝這個美國資本市場，也得感謝美聯儲無限印鈔，但更要感謝的是把握住機會的自己，多年來的認知積累能夠在這個市場發揮出價值。我不敢肯定美國的超級大牛市能否持續下去，我只知道現在的行情應該是最好的時光，一個人的命運沉浮大部分和時代有關，假如這個人能夠參悟其中的規律，加上超強的執行力，那麼他應該能夠變得富足。 不驕不躁，在適應了年初的命運轉折後，筆者重新出發，抱着空杯心態，賬戶裏剩下2萬美金，繼續前行。當然賺這個錢不光是賺錢，更是一種心理上的磨練。虧損過半是家常便飯，當然伴隨而來的就是懊喪、後悔、自我貶低還有焦慮，這些心理難關都需要自己去克服和調節，最重要的是你還得晚上睡得着，不去關心資金的波動，總的來說就是心要大。 有這麼一句話說得很到位：錢乃身外之物。--你越是看重，就越會得不到。你只有放開了一切心理負擔去做這件事情，這個世界纔會給予你想要的東西。這有點哲學的味道了。人生不就是不斷去體悟嗎？但一個停止腳步的人會有人生經驗的增長嗎？白走一遭的人生，筆者是萬不想過的，去做，去看，去參悟，去成長，不因自己的年齡而對自己加以限制，去追逐自由--筆者打算出國留學了。 2021年7月23日，2萬美金翻了11倍，賣掉後，筆者出了16萬美金，至此個人資產超過了200多萬RMB。你不用羨慕我，爲了今天我付出了很多努力，17年開始做這個也有4年了，期間閱讀過的書數不清；爲了保持充沛的精力，跑步、鍛鍊，雷打不斷的；最重要的是克服心理壓力，虧損過半怎麼辦？沒信心了怎麼辦？耐心不夠感到焦慮怎麼辦？難的是這個。 當然也失去以及錯過很多，比如之前存在P2P的錢其實夠我去國外留學的，但我一直覺得錢還不夠多，就存了進去。後面的事情就不說了，可","images":[{"img":"https://static.tigerbbs.com/7d38a99bf694b4fd33ab1faee85e4dba","width":"2238","height":"1254"},{"img":"https://static.tigerbbs.com/fa8d33aeb17a426531b66a68da09a188","width":"878","height":"686"},{"img":"https://static.tigerbbs.com/7ab8848c5c4daecbb2827634b321a6fd","width":"580","height":"922"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896675915","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":24,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836804745,"gmtCreate":1629468261587,"gmtModify":1676530051236,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"???????","listText":"???????","text":"???????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836804745","repostId":"1114951642","repostType":2,"repost":{"id":"1114951642","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1629456144,"share":"https://ttm.financial/m/news/1114951642?lang=en_US&edition=fundamental","pubTime":"2021-08-20 18:42","market":"us","language":"zh","title":"Chinese concept stocks \"broken brothers\" welcome a heavy new friend: Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=1114951642","media":"智通财经APP","summary":"港美股中概股的“破发兄弟”中，迎来了一位重磅的朋友，阿里巴巴。\n2021年8月17日，港股阿里巴巴暴跌4.77％，收报171.8港元，跌破176港元的发行价。\n就在投资者们还在“幻想破发之后必有反弹”","content":"<p>Among the \"breaking brothers\" of Chinese concept stocks in Hong Kong and US stocks, a heavy friend has been welcomed.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>。</p><p>On August 17, 2021, the Hong Kong stock Alibaba plummeted 4.77% to close at HK $171.8, falling below the issue price of HK $176.</p><p>Just as investors were still \"fantasizing that there will be a rebound after the break\", Alibaba fell for three consecutive days, plunging below the issue price.</p><p><img src=\"https://static.tigerbbs.com/b30635fcd352a962b4e117b89a43c093\" tg-width=\"630\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>1、</b><b><b>Collectively broken \"Chinese beggar stocks\"</b></b></p><p>Since the beginning of this year, Chinese concept stocks have a new nickname: \"Chinese beggar stocks\".</p><p>In terms of US stocks:</p><p>As of July 29, 2021, there are about 79 Chinese concept stocks that have been listed in the United States in the past three years and have not been delisted, and more than 70% of them are in a state of breaking.</p><p>June 26, 2021,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>It plummeted 25% at the opening. As of 1:45 a.m. Beijing time, the daily fresh price was quoted at US $9.8, down about 25% from the IPO price of US $13; At two o'clock in the morning, Daily Youxian plummeted to US $8.68 again, a drop of 33%, creating a disaster-level breakthrough after the listing of Chinese concept stocks.</p><p>July 6, 2021,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel suffered a heavy setback in the United States, and the stock price fell nearly 20%, falling below the issue price.</p><p>Hong Kong stocks:</p><p>Kuaishou Technology, listed in Hong Kong on February 5, 2021, was the world's largest IPO stock in the first half of the year, with a fundraising scale of HK $48.3 billion; In addition, listed on the Hong Kong stock market<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Group,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The fundraising scale exceeds HK $23 billion, ranking fifth, sixth, and seventh in the world respectively.</p><p>However, at present, the above-mentioned four giant IPO companies have all broken deeply, among which Kuaishou nearly tripled on the first day, and then fell below the issue price of HK $115 after the \"roller coaster\".</p><p>Data shows that the China Overseas Internet ETF (KWEB.US) has experienced capital outflows for two consecutive days, and the ETF has fallen by more than 40% so far this year.</p><p>The ETF had attracted record single-day inflows last month. However, analysts pointed out that due to the uncertain investment prospects of Zhonggai technology stocks, buyers who had entered the market to buy bottoms began to abandon these stocks. Coupled with some fund managers who were optimistic about Chinese concept stocks, such as Cathie Wood of Ark Investment Management Company, who aggressively reduced their holdings of Chinese concept stocks, other institutional and retail investors have begun to follow suit.</p><p><b>2、</b><b><b>Alibaba has broken many times in history</b></b></p><p>In fact, Alibaba has seen it a lot for a long time.</p><p>In 2008, Alibaba broke the Hong Kong stock market.</p><p>In November 2007, Alibaba was listed on the Hong Kong Stock Exchange with B2B business as the main body, raising HK $11.6 billion, becoming the largest financing scale of Chinese Internet companies at that time. After listing, its share price soared to three times the issue price.</p><p>However, when the global economic crisis broke out in 2008, Ali's B2B business was greatly affected, and the stock price began to collapse. It broke in March 2008 and fell to a low of HK $3.42 in October, 30% lower than the issue price. Compared with the previous high of 41.4 yuan, it fell by more than 90%.</p><p>In 2012, Alibaba announced that it would be privatized at a cost of HK $19 billion at HK $13.5 per share, temporarily bidding farewell to the Hong Kong Stock Exchange.</p><p>In 2015, Alibaba broke its stock market in the US stock market.</p><p>On September 20, 2014, Alibaba was listed on the new york Stock Exchange in the United States, closing at US $93.89 on the first day, an increase of 38.07% from the issue price.</p><p>On August 23, 2015, the global stock market plummeted, and the U.S. stock market that opened at night was not spared. Within half an hour of opening, the three major indexes all fell by around 4%. Alibaba's stock, which continued to decline with the general trend, opened at $58.16, falling below the IPO price of $68 in one fell swoop.</p><p>Alibaba in 2015 was also in crisis. In August 2015, Alibaba's quarterly report was disappointing, with revenue increasing by 28% year-on-year and China's retail business sales increasing by 34%. These two key indicators were lower than the average expectation of previous analysts, and they were the slowest quarter in three years.</p><p>In June 2015, Ali warned analysts that the ban on online sales of lottery tickets, the transfer of small and micro finance business to Ant Financial Group, and the reduction of the fees of Juhuasuan platform would all have an impact on this quarter's revenue. According to group CFO Wu Wei in an analyst conference call, if all these effects are excluded, the company's revenue should increase by about 36% year-on-year this quarter.</p><p>After the break in 2015, Alibaba proposed a $4 billion stock repurchase plan, funded by Chairman Jack Ma and Vice Chairman Tsai Chongxin.</p><p>Interestingly, this time Alibaba's performance also fell short of expectations + the stock price continued to fall, and Alibaba still resorted to the trick of \"buyback\".</p><p>On the evening of August 3, 2021, after Alibaba announced a quarterly report on miss the market expectation, it authorized the company to increase the total repurchase plan from US $10 billion to US $15 billion, valid until the end of 2022. This repurchase plan totals US $15 billion (nearly 100 billion yuan). This is the largest repurchase program ever of Alibaba Group.</p><p>In 2015, when Alibaba's stock price broke, CEO Zhang Yong personally went off to cheer up the company.</p><p>On August 25, 2015, Zhang Yong said in a letter to employees: \"This is not the first global stock market crash; Of course, it will not be the last; Alibaba's value is reflected in our pursuit of ideals and Among the value created for customers, this value will not change with changes in stock prices. Please turn your eyes from the stock market back to customers... forget the stock price and be calm; Keep your feet on the ground and move on! \"</p><p>The reason at that time was that Alibaba was very generous to employees in terms of equity incentives at that time. Therefore, the rise and fall of stock prices had a greater impact on the personal wealth of Alibaba employees than other companies. Zhang Yong published this letter at that time. On the one hand, he expressed his confidence in the company to employees and the outside world. On the other hand, it may be that Ali employees did \"spend more and more time watching the market, which affects their work.\"</p><p>This time Alibaba's Hong Kong stock market broke, Alibaba has not seen any statement yet.</p><p>In addition, in 2019, after Alibaba returned to the Hong Kong stock market, it also broke.</p><p>In 2019, Alibaba returned to the Hong Kong stock market with an issue price of HK $176. On November 26, Alibaba closed at HK $187.60 on its first day of listing, an increase of 6.59%. The total market value is HK $4.01 trillion, exceeding the total market value of HK $3.2 trillion<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>, becoming the largest stock in the Hong Kong stock market by market capitalization.</p><p>On March 18, 2020, Alibaba closed at HK $173, falling below the issue price of HK $176.</p><p>But that time, Alibaba returned to the upward trend after a short-term adjustment.</p><p>This time, Alibaba's stock price dropped to a minimum of HK $155, which is far from the issue price, and there is no sign of rebound yet. It can be regarded as \"solid\" and \"comfortable\".</p><p><b>3、</b><b><b>Do Chinese concept stocks have a future?</b></b></p><p>In terms of US stocks:</p><p>\"The future of Chinese companies listed in the United States is hard to tell. It depends on whether they can meet the accounting standards in the United States. At present, the regulation in the United States is very strict. For Chinese companies preparing to list in the United States, it is even more necessary to prepare for crisis response,\" said Chen Kaifeng, chief economist of Huisheng Financial Management.</p><p>\"In the past, due to the restrictions on the AH market listing system, some unprofitable companies with different rights to the same shares could only choose to go public in the United States. This year, domestic and foreign regulatory policies have continued to tighten, and the reform of the AH market system has created conditions for the return of Chinese concept stocks. Under the background, US stocks and Chinese concept stocks return<a href=\"https://laohu8.com/S/00170\">China Capital</a>The market is the general trend. \"<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Chief strategist Dai Kang said.</p><p>At a time when concept stocks in the US stock market are becoming increasingly difficult, returning to Hong Kong for listing has become the choice of many companies.</p><p>According to a Deloitte research report, benefiting from the secondary listing and the listing of new shares with different equity structures, the total amount of new share financing in Hong Kong in the first half of 2021 rose by 138% year-on-year to HK $209.7 billion. The highest record since; In the first half of 2021, the financing amount of the top four new shares all exceeded HK $20 billion. Benefiting from a number of large new shares, the average financing scale of the Hong Kong main board this year has increased significantly by 182% to HK $1.81 billion.</p><p>However, after landing on the Hong Kong stock market, these Chinese concept stocks are not comfortable.</p><p>Regarding the future trend of Hong Kong stock market,<a href=\"https://laohu8.com/S/03032\">Hang Seng Technology ETF</a>Fund manager Ran Linghao believes that the performance of Hong Kong stocks in 2020 is obviously not as good as that of US stocks and A shares, but the stagflation of Hong Kong stocks in the early stage provides sufficient room for future compensatory gains, and there will be multiple kinetic energy driving Hong Kong stocks to rise in the future. In the long run, the trend of the Hong Kong stock market is completely determined by the profitability of listed companies; In the next two years, the profits of listed companies in Hong Kong stocks are expected to rise rapidly, strongly supporting the trend of Hong Kong stocks.</p><p>Some companies are also eyeing A shares, such as<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>On August 12, more than a year after its listing on the U.S. stock market, Li Auto IPO again and landed in the Hong Kong stock market, becoming the successor to<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>After that, the second dual-listed new car-making power company. Issue priceHK $118</p><p>Li Auto, one of the three giants of new forces, broke its share price on the first day of listing, and then fell continuously. On August 20, its value closed at HK $104.6.</p><p>Shen Yanan, president of Li Auto, said that the ideal may have to \"return to A\".</p><p>\"Li Auto U.S. stocks, Hong Kong stocks, and A-shares are all our plans to expand capital channels throughout the market, so we do not rule out the possibility of returning to A-shares.\"</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>Chinese concept stocks \"broken brothers\" welcome a heavy new friend: Alibaba</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\">\nChinese concept stocks \"broken brothers\" welcome a heavy new friend: Alibaba\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time smaller\">2021-08-20 18:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Among the \"breaking brothers\" of Chinese concept stocks in Hong Kong and US stocks, a heavy friend has been welcomed.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>。</p><p>On August 17, 2021, the Hong Kong stock Alibaba plummeted 4.77% to close at HK $171.8, falling below the issue price of HK $176.</p><p>Just as investors were still \"fantasizing that there will be a rebound after the break\", Alibaba fell for three consecutive days, plunging below the issue price.</p><p><img src=\"https://static.tigerbbs.com/b30635fcd352a962b4e117b89a43c093\" tg-width=\"630\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>1、</b><b><b>Collectively broken \"Chinese beggar stocks\"</b></b></p><p>Since the beginning of this year, Chinese concept stocks have a new nickname: \"Chinese beggar stocks\".</p><p>In terms of US stocks:</p><p>As of July 29, 2021, there are about 79 Chinese concept stocks that have been listed in the United States in the past three years and have not been delisted, and more than 70% of them are in a state of breaking.</p><p>June 26, 2021,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>It plummeted 25% at the opening. As of 1:45 a.m. Beijing time, the daily fresh price was quoted at US $9.8, down about 25% from the IPO price of US $13; At two o'clock in the morning, Daily Youxian plummeted to US $8.68 again, a drop of 33%, creating a disaster-level breakthrough after the listing of Chinese concept stocks.</p><p>July 6, 2021,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel suffered a heavy setback in the United States, and the stock price fell nearly 20%, falling below the issue price.</p><p>Hong Kong stocks:</p><p>Kuaishou Technology, listed in Hong Kong on February 5, 2021, was the world's largest IPO stock in the first half of the year, with a fundraising scale of HK $48.3 billion; In addition, listed on the Hong Kong stock market<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Group,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The fundraising scale exceeds HK $23 billion, ranking fifth, sixth, and seventh in the world respectively.</p><p>However, at present, the above-mentioned four giant IPO companies have all broken deeply, among which Kuaishou nearly tripled on the first day, and then fell below the issue price of HK $115 after the \"roller coaster\".</p><p>Data shows that the China Overseas Internet ETF (KWEB.US) has experienced capital outflows for two consecutive days, and the ETF has fallen by more than 40% so far this year.</p><p>The ETF had attracted record single-day inflows last month. However, analysts pointed out that due to the uncertain investment prospects of Zhonggai technology stocks, buyers who had entered the market to buy bottoms began to abandon these stocks. Coupled with some fund managers who were optimistic about Chinese concept stocks, such as Cathie Wood of Ark Investment Management Company, who aggressively reduced their holdings of Chinese concept stocks, other institutional and retail investors have begun to follow suit.</p><p><b>2、</b><b><b>Alibaba has broken many times in history</b></b></p><p>In fact, Alibaba has seen it a lot for a long time.</p><p>In 2008, Alibaba broke the Hong Kong stock market.</p><p>In November 2007, Alibaba was listed on the Hong Kong Stock Exchange with B2B business as the main body, raising HK $11.6 billion, becoming the largest financing scale of Chinese Internet companies at that time. After listing, its share price soared to three times the issue price.</p><p>However, when the global economic crisis broke out in 2008, Ali's B2B business was greatly affected, and the stock price began to collapse. It broke in March 2008 and fell to a low of HK $3.42 in October, 30% lower than the issue price. Compared with the previous high of 41.4 yuan, it fell by more than 90%.</p><p>In 2012, Alibaba announced that it would be privatized at a cost of HK $19 billion at HK $13.5 per share, temporarily bidding farewell to the Hong Kong Stock Exchange.</p><p>In 2015, Alibaba broke its stock market in the US stock market.</p><p>On September 20, 2014, Alibaba was listed on the new york Stock Exchange in the United States, closing at US $93.89 on the first day, an increase of 38.07% from the issue price.</p><p>On August 23, 2015, the global stock market plummeted, and the U.S. stock market that opened at night was not spared. Within half an hour of opening, the three major indexes all fell by around 4%. Alibaba's stock, which continued to decline with the general trend, opened at $58.16, falling below the IPO price of $68 in one fell swoop.</p><p>Alibaba in 2015 was also in crisis. In August 2015, Alibaba's quarterly report was disappointing, with revenue increasing by 28% year-on-year and China's retail business sales increasing by 34%. These two key indicators were lower than the average expectation of previous analysts, and they were the slowest quarter in three years.</p><p>In June 2015, Ali warned analysts that the ban on online sales of lottery tickets, the transfer of small and micro finance business to Ant Financial Group, and the reduction of the fees of Juhuasuan platform would all have an impact on this quarter's revenue. According to group CFO Wu Wei in an analyst conference call, if all these effects are excluded, the company's revenue should increase by about 36% year-on-year this quarter.</p><p>After the break in 2015, Alibaba proposed a $4 billion stock repurchase plan, funded by Chairman Jack Ma and Vice Chairman Tsai Chongxin.</p><p>Interestingly, this time Alibaba's performance also fell short of expectations + the stock price continued to fall, and Alibaba still resorted to the trick of \"buyback\".</p><p>On the evening of August 3, 2021, after Alibaba announced a quarterly report on miss the market expectation, it authorized the company to increase the total repurchase plan from US $10 billion to US $15 billion, valid until the end of 2022. This repurchase plan totals US $15 billion (nearly 100 billion yuan). This is the largest repurchase program ever of Alibaba Group.</p><p>In 2015, when Alibaba's stock price broke, CEO Zhang Yong personally went off to cheer up the company.</p><p>On August 25, 2015, Zhang Yong said in a letter to employees: \"This is not the first global stock market crash; Of course, it will not be the last; Alibaba's value is reflected in our pursuit of ideals and Among the value created for customers, this value will not change with changes in stock prices. Please turn your eyes from the stock market back to customers... forget the stock price and be calm; Keep your feet on the ground and move on! \"</p><p>The reason at that time was that Alibaba was very generous to employees in terms of equity incentives at that time. Therefore, the rise and fall of stock prices had a greater impact on the personal wealth of Alibaba employees than other companies. Zhang Yong published this letter at that time. On the one hand, he expressed his confidence in the company to employees and the outside world. On the other hand, it may be that Ali employees did \"spend more and more time watching the market, which affects their work.\"</p><p>This time Alibaba's Hong Kong stock market broke, Alibaba has not seen any statement yet.</p><p>In addition, in 2019, after Alibaba returned to the Hong Kong stock market, it also broke.</p><p>In 2019, Alibaba returned to the Hong Kong stock market with an issue price of HK $176. On November 26, Alibaba closed at HK $187.60 on its first day of listing, an increase of 6.59%. The total market value is HK $4.01 trillion, exceeding the total market value of HK $3.2 trillion<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>, becoming the largest stock in the Hong Kong stock market by market capitalization.</p><p>On March 18, 2020, Alibaba closed at HK $173, falling below the issue price of HK $176.</p><p>But that time, Alibaba returned to the upward trend after a short-term adjustment.</p><p>This time, Alibaba's stock price dropped to a minimum of HK $155, which is far from the issue price, and there is no sign of rebound yet. It can be regarded as \"solid\" and \"comfortable\".</p><p><b>3、</b><b><b>Do Chinese concept stocks have a future?</b></b></p><p>In terms of US stocks:</p><p>\"The future of Chinese companies listed in the United States is hard to tell. It depends on whether they can meet the accounting standards in the United States. At present, the regulation in the United States is very strict. For Chinese companies preparing to list in the United States, it is even more necessary to prepare for crisis response,\" said Chen Kaifeng, chief economist of Huisheng Financial Management.</p><p>\"In the past, due to the restrictions on the AH market listing system, some unprofitable companies with different rights to the same shares could only choose to go public in the United States. This year, domestic and foreign regulatory policies have continued to tighten, and the reform of the AH market system has created conditions for the return of Chinese concept stocks. Under the background, US stocks and Chinese concept stocks return<a href=\"https://laohu8.com/S/00170\">China Capital</a>The market is the general trend. \"<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Chief strategist Dai Kang said.</p><p>At a time when concept stocks in the US stock market are becoming increasingly difficult, returning to Hong Kong for listing has become the choice of many companies.</p><p>According to a Deloitte research report, benefiting from the secondary listing and the listing of new shares with different equity structures, the total amount of new share financing in Hong Kong in the first half of 2021 rose by 138% year-on-year to HK $209.7 billion. The highest record since; In the first half of 2021, the financing amount of the top four new shares all exceeded HK $20 billion. Benefiting from a number of large new shares, the average financing scale of the Hong Kong main board this year has increased significantly by 182% to HK $1.81 billion.</p><p>However, after landing on the Hong Kong stock market, these Chinese concept stocks are not comfortable.</p><p>Regarding the future trend of Hong Kong stock market,<a href=\"https://laohu8.com/S/03032\">Hang Seng Technology ETF</a>Fund manager Ran Linghao believes that the performance of Hong Kong stocks in 2020 is obviously not as good as that of US stocks and A shares, but the stagflation of Hong Kong stocks in the early stage provides sufficient room for future compensatory gains, and there will be multiple kinetic energy driving Hong Kong stocks to rise in the future. In the long run, the trend of the Hong Kong stock market is completely determined by the profitability of listed companies; In the next two years, the profits of listed companies in Hong Kong stocks are expected to rise rapidly, strongly supporting the trend of Hong Kong stocks.</p><p>Some companies are also eyeing A shares, such as<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>On August 12, more than a year after its listing on the U.S. stock market, Li Auto IPO again and landed in the Hong Kong stock market, becoming the successor to<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>After that, the second dual-listed new car-making power company. Issue priceHK $118</p><p>Li Auto, one of the three giants of new forces, broke its share price on the first day of listing, and then fell continuously. On August 20, its value closed at HK $104.6.</p><p>Shen Yanan, president of Li Auto, said that the ideal may have to \"return to A\".</p><p>\"Li Auto U.S. stocks, Hong Kong stocks, and A-shares are all our plans to expand capital channels throughout the market, so we do not rule out the possibility of returning to A-shares.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114951642","content_text":"港美股中概股的“破发兄弟”中，迎来了一位重磅的朋友，阿里巴巴。\n2021年8月17日，港股阿里巴巴暴跌4.77％，收报171.8港元，跌破176港元的发行价。\n就在投资者们还在“幻想破发之后必有反弹”之际，阿里巴巴又连续三日下跌，在发行价下方断崖俯冲。\n\n1、集体破发的“中丐股”\n今年以来，中概股有了新的诨号：“中丐股”。\n美股方面：\n截至2021年7月29日，近三年赴美上市并且目前未退市的中概股约有79家，其中有70%以上的企业处于破发状态。\n2021年6月26日，每日优鲜开盘暴跌25%，截至北京时间凌晨1：45，每日优鲜报价9.8美元，较IPO价为13美元下跌约25%；凌晨两点，每日优鲜再度暴跌至8.68美元，跌幅达33%，制造了中概股上市后堪称灾难级的破发现场。\n2021年7月6日，滴滴出行在美遭遇重挫，股价跌近20%，跌破发行价。\n港股方面：\n2021年2月5日在香港上市的快手科技是上半年全球最大IPO个股，募资规模483亿港元；另外，在港股上市的京东物流、百度集团、哔哩哔哩的募资规模都超过230亿港元，分别位列全球第五、第六、第七位。\n然而，当前上述四家巨无霸IPO的公司悉数深度破发，其中快手首日上涨近两倍，之后走出的“过山车”后，跌破115港元的发行价。\n数据显示，中国海外互联网ETF(KWEB.US)已经连续两天出现资金流出，该ETF今年至今为止已下跌超40%。\n该ETF曾在上个月吸引了创纪录的单日资金流入。然而，分析师指出，因中概科技股的投资前景不明，曾经入场抄底的买家开始放弃这些股票。再加上一些曾经看好中概股的基金经理，如Ark投资管理公司的Cathie Wood激进减持中概股，其他的机构及散户投资者也开始纷纷效仿。\n2、阿里巴巴史上多次破发\n破发什么的，其实阿里巴巴早就见得多了。\n2008年，阿里巴巴在港股破发过。\n2007年11月，阿里巴巴以B2B业务作为主体在港交所上市，募资116亿港元，成为当时中国互联网公司融资规模之最。上市后，其股价曾飙涨至发行价3倍。\n然而，2008年全球经济危机爆发，阿里B2B业务受到巨大影响，股价开始崩盘。2008年3月破发，10月跌至3.42港元低位，较发行价跌去30%。与此前41.4元高位相比跌超90%。\n2012年，阿里巴巴宣布以13.5港元/股耗资190亿港元进行私有化，暂时告别港交所。\n2015年，阿里巴巴在美股破发。\n2014年9月20日，阿里巴巴在美国纽约证券交易所挂牌上市，首日报收于93.89美元，较发行价上涨38.07%。\n2015年8 月 23 日，全球股市大跌，夜间开盘的美股也未能幸免，开盘半小时内三大指数跌幅均在 4% 上下。随大势继续下行的阿里巴巴股票开盘即报 58.16 美元，一举跌破了 IPO 发行价 68 美元。\n2015年的阿里巴巴也是身陷危机。2015年8月，阿里巴巴的季度报告令人失望，营收同比增长 28%、中国零售业务销售额增长 34%，这两大关键指标都低于先前分析师的平均预期，而且是三年来增速最慢的一季。\n2015年 6 月，阿里就曾向分析师们发出警告称，彩票在线销售被禁、将小微金融业务划归至蚂蚁金服集团，以及聚划算平台收费的降低，都将会对本季度的营收产生影响。根据集团 CFO 武卫在分析师电话会议上的说法，如果把这些影响都剔除，公司的营收本季度应同比增长 36% 左右。\n2015年那次破发后，阿里巴巴提出了一项 40 亿美元的股票回购计划，资金来自董事局主席马云及副主席蔡崇信。\n有意思的是，这一次阿里巴巴同样是业绩不及预期+股价持续下跌，阿里照样祭出“回购”这一招。\n2021年8月3日晚，阿里巴巴公布一份不及市场预期的季报后，授权公司将回购计划总额从100亿美元提升至150亿美元，有效期到2022年底。这项总额150亿美元（近1,000亿元人民币）的回购计划。这是阿里巴巴集团有史以来最大规模回购计划。\n2015年，阿里巴巴股价破发之际，CEO张勇亲自下场为公司打气。\n2015年8月25日，张勇在致员工的信中表示：“这不是第一次全球性的股灾；当然，也不会是最后一次；阿里巴巴的价值，体现在我们对理想的追求和为客户所创造的价值当中，这个价值不会随股价的变化而改变。请大家把眼光从股市回到客户身上……忘掉股价，心平气和；脚踏实地，继续前进！”\n彼时原因在于：当时的阿里巴巴在股权激励方面对员工非常慷慨，因此，股价涨跌对阿里员工个人财富的影响面及影响程度也较其它公司更大。张勇当时发表这封信，一方面是向员工及外界表达了对公司的信心，另一方面，可能是阿里员工的确“用于看盘的时间越来越多了，影响到工作”。\n此次阿里巴巴港股破发，暂时未看到阿里巴巴方面有表态。\n此外，2019年，阿里巴巴重回港股后，也破发过。\n2019年阿里巴巴重返香港股市，发行价176港元，11月26日，阿里巴巴上市首日报收187.60港元，上涨6.59%。总市值为4.01万亿港元，超过总市值3.2万亿港元的腾讯控股，成为香港股市市值第一的股票。\n2020年3月18日，阿里巴巴收报173港元，跌破176港元的发行价。\n不过那一次，阿里巴巴短期调整后重回升势。\n这一次，阿里巴巴股价最低下探到155港元，距离发行价已经相去较远，而且尚未见反弹迹象，算是破“扎实”，破“安逸”了。\n3、中概股还有未来吗？\n美股方面：\n“在美国上市的中国公司前景很难说，要看是否能够符合美国的会计标准，目前美国的监管可谓非常严格。这对于准备在美上市的中国企业来说，更需做好危机应对准备。”美国汇盛金融管理公司首席经济学家陈凯丰说。\n“过去由于受AH市场上市制度限制影响，部分未盈利、同股不同权企业只能选择赴美上市。在今年国内外监管政策持续收紧，以及AH市场制度改革为中概股回归创造条件的背景下，美股中概股回归中国资本市场是大势所趋。”广发证券首席策略分析师戴康说。\n在美股中概股日益艰难之际，回港上市成为不少企业的选择。\n德勤研究报告称，受惠于第二上市和不同股权架构新股上市，2021年上半年香港新股融资总额同比上涨138%，达到2097亿港元，融资额突破了2011年同期的历史高点，为多年以来最高纪录；2021年上半年，前四名新股融资额都超过200亿港元，受惠于多只大型新股，使得今年香港主板平均融资规模大幅提升182%到18.1亿港元。\n然而，登陆港股之后，这些中概股也并不舒服。\n对于未来港股市场的走势，恒生科技ETF基金经理冉凌浩认为，2020年港股表现明显不如美股及A股，但港股前期的滞胀正是为将来的补涨提供了充足的空间，未来也将会有多重动能驱动港股上涨。长期来看，港股市场走势完全由上市公司盈利水平决定；未来两年，港股上市公司盈利有望快速上行，有力支撑港股走势。\n也有公司盯上了A股，如理想汽车。\n8月12日，在美股上市后一年多后，理想汽车再度IPO，登陆港股市场，成为继小鹏汽车之后，第二家双重上市的造车新势力企业。发行价118港元\n新势力三巨头之一的理想汽车，上市首日便破发，随后连续下跌，价值8月20日，收报104.6港元。\n理想汽车总裁沈亚楠表示，理想可能要“回A”。\n“理想汽车美股、港股、A股都是我们整盘扩展资金渠道的规划，所以我们不排除回归A股的可能。”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836804632,"gmtCreate":1629468245226,"gmtModify":1676530051196,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"???????","listText":"???????","text":"???????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836804632","repostId":"1114951642","repostType":2,"repost":{"id":"1114951642","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1629456144,"share":"https://ttm.financial/m/news/1114951642?lang=en_US&edition=fundamental","pubTime":"2021-08-20 18:42","market":"us","language":"zh","title":"Chinese concept stocks \"broken brothers\" welcome a heavy new friend: Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=1114951642","media":"智通财经APP","summary":"港美股中概股的“破发兄弟”中，迎来了一位重磅的朋友，阿里巴巴。\n2021年8月17日，港股阿里巴巴暴跌4.77％，收报171.8港元，跌破176港元的发行价。\n就在投资者们还在“幻想破发之后必有反弹”","content":"<p>Among the \"breaking brothers\" of Chinese concept stocks in Hong Kong and US stocks, a heavy friend has been welcomed.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>。</p><p>On August 17, 2021, the Hong Kong stock Alibaba plummeted 4.77% to close at HK $171.8, falling below the issue price of HK $176.</p><p>Just as investors were still \"fantasizing that there will be a rebound after the break\", Alibaba fell for three consecutive days, plunging below the issue price.</p><p><img src=\"https://static.tigerbbs.com/b30635fcd352a962b4e117b89a43c093\" tg-width=\"630\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>1、</b><b><b>Collectively broken \"Chinese beggar stocks\"</b></b></p><p>Since the beginning of this year, Chinese concept stocks have a new nickname: \"Chinese beggar stocks\".</p><p>In terms of US stocks:</p><p>As of July 29, 2021, there are about 79 Chinese concept stocks that have been listed in the United States in the past three years and have not been delisted, and more than 70% of them are in a state of breaking.</p><p>June 26, 2021,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>It plummeted 25% at the opening. As of 1:45 a.m. Beijing time, the daily fresh price was quoted at US $9.8, down about 25% from the IPO price of US $13; At two o'clock in the morning, Daily Youxian plummeted to US $8.68 again, a drop of 33%, creating a disaster-level breakthrough after the listing of Chinese concept stocks.</p><p>July 6, 2021,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel suffered a heavy setback in the United States, and the stock price fell nearly 20%, falling below the issue price.</p><p>Hong Kong stocks:</p><p>Kuaishou Technology, listed in Hong Kong on February 5, 2021, was the world's largest IPO stock in the first half of the year, with a fundraising scale of HK $48.3 billion; In addition, listed on the Hong Kong stock market<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Group,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The fundraising scale exceeds HK $23 billion, ranking fifth, sixth, and seventh in the world respectively.</p><p>However, at present, the above-mentioned four giant IPO companies have all broken deeply, among which Kuaishou nearly tripled on the first day, and then fell below the issue price of HK $115 after the \"roller coaster\".</p><p>Data shows that the China Overseas Internet ETF (KWEB.US) has experienced capital outflows for two consecutive days, and the ETF has fallen by more than 40% so far this year.</p><p>The ETF had attracted record single-day inflows last month. However, analysts pointed out that due to the uncertain investment prospects of Zhonggai technology stocks, buyers who had entered the market to buy bottoms began to abandon these stocks. Coupled with some fund managers who were optimistic about Chinese concept stocks, such as Cathie Wood of Ark Investment Management Company, who aggressively reduced their holdings of Chinese concept stocks, other institutional and retail investors have begun to follow suit.</p><p><b>2、</b><b><b>Alibaba has broken many times in history</b></b></p><p>In fact, Alibaba has seen it a lot for a long time.</p><p>In 2008, Alibaba broke the Hong Kong stock market.</p><p>In November 2007, Alibaba was listed on the Hong Kong Stock Exchange with B2B business as the main body, raising HK $11.6 billion, becoming the largest financing scale of Chinese Internet companies at that time. After listing, its share price soared to three times the issue price.</p><p>However, when the global economic crisis broke out in 2008, Ali's B2B business was greatly affected, and the stock price began to collapse. It broke in March 2008 and fell to a low of HK $3.42 in October, 30% lower than the issue price. Compared with the previous high of 41.4 yuan, it fell by more than 90%.</p><p>In 2012, Alibaba announced that it would be privatized at a cost of HK $19 billion at HK $13.5 per share, temporarily bidding farewell to the Hong Kong Stock Exchange.</p><p>In 2015, Alibaba broke its stock market in the US stock market.</p><p>On September 20, 2014, Alibaba was listed on the new york Stock Exchange in the United States, closing at US $93.89 on the first day, an increase of 38.07% from the issue price.</p><p>On August 23, 2015, the global stock market plummeted, and the U.S. stock market that opened at night was not spared. Within half an hour of opening, the three major indexes all fell by around 4%. Alibaba's stock, which continued to decline with the general trend, opened at $58.16, falling below the IPO price of $68 in one fell swoop.</p><p>Alibaba in 2015 was also in crisis. In August 2015, Alibaba's quarterly report was disappointing, with revenue increasing by 28% year-on-year and China's retail business sales increasing by 34%. These two key indicators were lower than the average expectation of previous analysts, and they were the slowest quarter in three years.</p><p>In June 2015, Ali warned analysts that the ban on online sales of lottery tickets, the transfer of small and micro finance business to Ant Financial Group, and the reduction of the fees of Juhuasuan platform would all have an impact on this quarter's revenue. According to group CFO Wu Wei in an analyst conference call, if all these effects are excluded, the company's revenue should increase by about 36% year-on-year this quarter.</p><p>After the break in 2015, Alibaba proposed a $4 billion stock repurchase plan, funded by Chairman Jack Ma and Vice Chairman Tsai Chongxin.</p><p>Interestingly, this time Alibaba's performance also fell short of expectations + the stock price continued to fall, and Alibaba still resorted to the trick of \"buyback\".</p><p>On the evening of August 3, 2021, after Alibaba announced a quarterly report on miss the market expectation, it authorized the company to increase the total repurchase plan from US $10 billion to US $15 billion, valid until the end of 2022. This repurchase plan totals US $15 billion (nearly 100 billion yuan). This is the largest repurchase program ever of Alibaba Group.</p><p>In 2015, when Alibaba's stock price broke, CEO Zhang Yong personally went off to cheer up the company.</p><p>On August 25, 2015, Zhang Yong said in a letter to employees: \"This is not the first global stock market crash; Of course, it will not be the last; Alibaba's value is reflected in our pursuit of ideals and Among the value created for customers, this value will not change with changes in stock prices. Please turn your eyes from the stock market back to customers... forget the stock price and be calm; Keep your feet on the ground and move on! \"</p><p>The reason at that time was that Alibaba was very generous to employees in terms of equity incentives at that time. Therefore, the rise and fall of stock prices had a greater impact on the personal wealth of Alibaba employees than other companies. Zhang Yong published this letter at that time. On the one hand, he expressed his confidence in the company to employees and the outside world. On the other hand, it may be that Ali employees did \"spend more and more time watching the market, which affects their work.\"</p><p>This time Alibaba's Hong Kong stock market broke, Alibaba has not seen any statement yet.</p><p>In addition, in 2019, after Alibaba returned to the Hong Kong stock market, it also broke.</p><p>In 2019, Alibaba returned to the Hong Kong stock market with an issue price of HK $176. On November 26, Alibaba closed at HK $187.60 on its first day of listing, an increase of 6.59%. The total market value is HK $4.01 trillion, exceeding the total market value of HK $3.2 trillion<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>, becoming the largest stock in the Hong Kong stock market by market capitalization.</p><p>On March 18, 2020, Alibaba closed at HK $173, falling below the issue price of HK $176.</p><p>But that time, Alibaba returned to the upward trend after a short-term adjustment.</p><p>This time, Alibaba's stock price dropped to a minimum of HK $155, which is far from the issue price, and there is no sign of rebound yet. It can be regarded as \"solid\" and \"comfortable\".</p><p><b>3、</b><b><b>Do Chinese concept stocks have a future?</b></b></p><p>In terms of US stocks:</p><p>\"The future of Chinese companies listed in the United States is hard to tell. It depends on whether they can meet the accounting standards in the United States. At present, the regulation in the United States is very strict. For Chinese companies preparing to list in the United States, it is even more necessary to prepare for crisis response,\" said Chen Kaifeng, chief economist of Huisheng Financial Management.</p><p>\"In the past, due to the restrictions on the AH market listing system, some unprofitable companies with different rights to the same shares could only choose to go public in the United States. This year, domestic and foreign regulatory policies have continued to tighten, and the reform of the AH market system has created conditions for the return of Chinese concept stocks. Under the background, US stocks and Chinese concept stocks return<a href=\"https://laohu8.com/S/00170\">China Capital</a>The market is the general trend. \"<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Chief strategist Dai Kang said.</p><p>At a time when concept stocks in the US stock market are becoming increasingly difficult, returning to Hong Kong for listing has become the choice of many companies.</p><p>According to a Deloitte research report, benefiting from the secondary listing and the listing of new shares with different equity structures, the total amount of new share financing in Hong Kong in the first half of 2021 rose by 138% year-on-year to HK $209.7 billion. The highest record since; In the first half of 2021, the financing amount of the top four new shares all exceeded HK $20 billion. Benefiting from a number of large new shares, the average financing scale of the Hong Kong main board this year has increased significantly by 182% to HK $1.81 billion.</p><p>However, after landing on the Hong Kong stock market, these Chinese concept stocks are not comfortable.</p><p>Regarding the future trend of Hong Kong stock market,<a href=\"https://laohu8.com/S/03032\">Hang Seng Technology ETF</a>Fund manager Ran Linghao believes that the performance of Hong Kong stocks in 2020 is obviously not as good as that of US stocks and A shares, but the stagflation of Hong Kong stocks in the early stage provides sufficient room for future compensatory gains, and there will be multiple kinetic energy driving Hong Kong stocks to rise in the future. In the long run, the trend of the Hong Kong stock market is completely determined by the profitability of listed companies; In the next two years, the profits of listed companies in Hong Kong stocks are expected to rise rapidly, strongly supporting the trend of Hong Kong stocks.</p><p>Some companies are also eyeing A shares, such as<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>On August 12, more than a year after its listing on the U.S. stock market, Li Auto IPO again and landed in the Hong Kong stock market, becoming the successor to<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>After that, the second dual-listed new car-making power company. Issue priceHK $118</p><p>Li Auto, one of the three giants of new forces, broke its share price on the first day of listing, and then fell continuously. On August 20, its value closed at HK $104.6.</p><p>Shen Yanan, president of Li Auto, said that the ideal may have to \"return to A\".</p><p>\"Li Auto U.S. stocks, Hong Kong stocks, and A-shares are all our plans to expand capital channels throughout the market, so we do not rule out the possibility of returning to A-shares.\"</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>Chinese concept stocks \"broken brothers\" welcome a heavy new friend: Alibaba</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\">\nChinese concept stocks \"broken brothers\" welcome a heavy new friend: Alibaba\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time smaller\">2021-08-20 18:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Among the \"breaking brothers\" of Chinese concept stocks in Hong Kong and US stocks, a heavy friend has been welcomed.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>。</p><p>On August 17, 2021, the Hong Kong stock Alibaba plummeted 4.77% to close at HK $171.8, falling below the issue price of HK $176.</p><p>Just as investors were still \"fantasizing that there will be a rebound after the break\", Alibaba fell for three consecutive days, plunging below the issue price.</p><p><img src=\"https://static.tigerbbs.com/b30635fcd352a962b4e117b89a43c093\" tg-width=\"630\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>1、</b><b><b>Collectively broken \"Chinese beggar stocks\"</b></b></p><p>Since the beginning of this year, Chinese concept stocks have a new nickname: \"Chinese beggar stocks\".</p><p>In terms of US stocks:</p><p>As of July 29, 2021, there are about 79 Chinese concept stocks that have been listed in the United States in the past three years and have not been delisted, and more than 70% of them are in a state of breaking.</p><p>June 26, 2021,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>It plummeted 25% at the opening. As of 1:45 a.m. Beijing time, the daily fresh price was quoted at US $9.8, down about 25% from the IPO price of US $13; At two o'clock in the morning, Daily Youxian plummeted to US $8.68 again, a drop of 33%, creating a disaster-level breakthrough after the listing of Chinese concept stocks.</p><p>July 6, 2021,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel suffered a heavy setback in the United States, and the stock price fell nearly 20%, falling below the issue price.</p><p>Hong Kong stocks:</p><p>Kuaishou Technology, listed in Hong Kong on February 5, 2021, was the world's largest IPO stock in the first half of the year, with a fundraising scale of HK $48.3 billion; In addition, listed on the Hong Kong stock market<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Group,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The fundraising scale exceeds HK $23 billion, ranking fifth, sixth, and seventh in the world respectively.</p><p>However, at present, the above-mentioned four giant IPO companies have all broken deeply, among which Kuaishou nearly tripled on the first day, and then fell below the issue price of HK $115 after the \"roller coaster\".</p><p>Data shows that the China Overseas Internet ETF (KWEB.US) has experienced capital outflows for two consecutive days, and the ETF has fallen by more than 40% so far this year.</p><p>The ETF had attracted record single-day inflows last month. However, analysts pointed out that due to the uncertain investment prospects of Zhonggai technology stocks, buyers who had entered the market to buy bottoms began to abandon these stocks. Coupled with some fund managers who were optimistic about Chinese concept stocks, such as Cathie Wood of Ark Investment Management Company, who aggressively reduced their holdings of Chinese concept stocks, other institutional and retail investors have begun to follow suit.</p><p><b>2、</b><b><b>Alibaba has broken many times in history</b></b></p><p>In fact, Alibaba has seen it a lot for a long time.</p><p>In 2008, Alibaba broke the Hong Kong stock market.</p><p>In November 2007, Alibaba was listed on the Hong Kong Stock Exchange with B2B business as the main body, raising HK $11.6 billion, becoming the largest financing scale of Chinese Internet companies at that time. After listing, its share price soared to three times the issue price.</p><p>However, when the global economic crisis broke out in 2008, Ali's B2B business was greatly affected, and the stock price began to collapse. It broke in March 2008 and fell to a low of HK $3.42 in October, 30% lower than the issue price. Compared with the previous high of 41.4 yuan, it fell by more than 90%.</p><p>In 2012, Alibaba announced that it would be privatized at a cost of HK $19 billion at HK $13.5 per share, temporarily bidding farewell to the Hong Kong Stock Exchange.</p><p>In 2015, Alibaba broke its stock market in the US stock market.</p><p>On September 20, 2014, Alibaba was listed on the new york Stock Exchange in the United States, closing at US $93.89 on the first day, an increase of 38.07% from the issue price.</p><p>On August 23, 2015, the global stock market plummeted, and the U.S. stock market that opened at night was not spared. Within half an hour of opening, the three major indexes all fell by around 4%. Alibaba's stock, which continued to decline with the general trend, opened at $58.16, falling below the IPO price of $68 in one fell swoop.</p><p>Alibaba in 2015 was also in crisis. In August 2015, Alibaba's quarterly report was disappointing, with revenue increasing by 28% year-on-year and China's retail business sales increasing by 34%. These two key indicators were lower than the average expectation of previous analysts, and they were the slowest quarter in three years.</p><p>In June 2015, Ali warned analysts that the ban on online sales of lottery tickets, the transfer of small and micro finance business to Ant Financial Group, and the reduction of the fees of Juhuasuan platform would all have an impact on this quarter's revenue. According to group CFO Wu Wei in an analyst conference call, if all these effects are excluded, the company's revenue should increase by about 36% year-on-year this quarter.</p><p>After the break in 2015, Alibaba proposed a $4 billion stock repurchase plan, funded by Chairman Jack Ma and Vice Chairman Tsai Chongxin.</p><p>Interestingly, this time Alibaba's performance also fell short of expectations + the stock price continued to fall, and Alibaba still resorted to the trick of \"buyback\".</p><p>On the evening of August 3, 2021, after Alibaba announced a quarterly report on miss the market expectation, it authorized the company to increase the total repurchase plan from US $10 billion to US $15 billion, valid until the end of 2022. This repurchase plan totals US $15 billion (nearly 100 billion yuan). This is the largest repurchase program ever of Alibaba Group.</p><p>In 2015, when Alibaba's stock price broke, CEO Zhang Yong personally went off to cheer up the company.</p><p>On August 25, 2015, Zhang Yong said in a letter to employees: \"This is not the first global stock market crash; Of course, it will not be the last; Alibaba's value is reflected in our pursuit of ideals and Among the value created for customers, this value will not change with changes in stock prices. Please turn your eyes from the stock market back to customers... forget the stock price and be calm; Keep your feet on the ground and move on! \"</p><p>The reason at that time was that Alibaba was very generous to employees in terms of equity incentives at that time. Therefore, the rise and fall of stock prices had a greater impact on the personal wealth of Alibaba employees than other companies. Zhang Yong published this letter at that time. On the one hand, he expressed his confidence in the company to employees and the outside world. On the other hand, it may be that Ali employees did \"spend more and more time watching the market, which affects their work.\"</p><p>This time Alibaba's Hong Kong stock market broke, Alibaba has not seen any statement yet.</p><p>In addition, in 2019, after Alibaba returned to the Hong Kong stock market, it also broke.</p><p>In 2019, Alibaba returned to the Hong Kong stock market with an issue price of HK $176. On November 26, Alibaba closed at HK $187.60 on its first day of listing, an increase of 6.59%. The total market value is HK $4.01 trillion, exceeding the total market value of HK $3.2 trillion<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>, becoming the largest stock in the Hong Kong stock market by market capitalization.</p><p>On March 18, 2020, Alibaba closed at HK $173, falling below the issue price of HK $176.</p><p>But that time, Alibaba returned to the upward trend after a short-term adjustment.</p><p>This time, Alibaba's stock price dropped to a minimum of HK $155, which is far from the issue price, and there is no sign of rebound yet. It can be regarded as \"solid\" and \"comfortable\".</p><p><b>3、</b><b><b>Do Chinese concept stocks have a future?</b></b></p><p>In terms of US stocks:</p><p>\"The future of Chinese companies listed in the United States is hard to tell. It depends on whether they can meet the accounting standards in the United States. At present, the regulation in the United States is very strict. For Chinese companies preparing to list in the United States, it is even more necessary to prepare for crisis response,\" said Chen Kaifeng, chief economist of Huisheng Financial Management.</p><p>\"In the past, due to the restrictions on the AH market listing system, some unprofitable companies with different rights to the same shares could only choose to go public in the United States. This year, domestic and foreign regulatory policies have continued to tighten, and the reform of the AH market system has created conditions for the return of Chinese concept stocks. Under the background, US stocks and Chinese concept stocks return<a href=\"https://laohu8.com/S/00170\">China Capital</a>The market is the general trend. \"<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Chief strategist Dai Kang said.</p><p>At a time when concept stocks in the US stock market are becoming increasingly difficult, returning to Hong Kong for listing has become the choice of many companies.</p><p>According to a Deloitte research report, benefiting from the secondary listing and the listing of new shares with different equity structures, the total amount of new share financing in Hong Kong in the first half of 2021 rose by 138% year-on-year to HK $209.7 billion. The highest record since; In the first half of 2021, the financing amount of the top four new shares all exceeded HK $20 billion. Benefiting from a number of large new shares, the average financing scale of the Hong Kong main board this year has increased significantly by 182% to HK $1.81 billion.</p><p>However, after landing on the Hong Kong stock market, these Chinese concept stocks are not comfortable.</p><p>Regarding the future trend of Hong Kong stock market,<a href=\"https://laohu8.com/S/03032\">Hang Seng Technology ETF</a>Fund manager Ran Linghao believes that the performance of Hong Kong stocks in 2020 is obviously not as good as that of US stocks and A shares, but the stagflation of Hong Kong stocks in the early stage provides sufficient room for future compensatory gains, and there will be multiple kinetic energy driving Hong Kong stocks to rise in the future. In the long run, the trend of the Hong Kong stock market is completely determined by the profitability of listed companies; In the next two years, the profits of listed companies in Hong Kong stocks are expected to rise rapidly, strongly supporting the trend of Hong Kong stocks.</p><p>Some companies are also eyeing A shares, such as<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>On August 12, more than a year after its listing on the U.S. stock market, Li Auto IPO again and landed in the Hong Kong stock market, becoming the successor to<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>After that, the second dual-listed new car-making power company. Issue priceHK $118</p><p>Li Auto, one of the three giants of new forces, broke its share price on the first day of listing, and then fell continuously. On August 20, its value closed at HK $104.6.</p><p>Shen Yanan, president of Li Auto, said that the ideal may have to \"return to A\".</p><p>\"Li Auto U.S. stocks, Hong Kong stocks, and A-shares are all our plans to expand capital channels throughout the market, so we do not rule out the possibility of returning to A-shares.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114951642","content_text":"港美股中概股的“破发兄弟”中，迎来了一位重磅的朋友，阿里巴巴。\n2021年8月17日，港股阿里巴巴暴跌4.77％，收报171.8港元，跌破176港元的发行价。\n就在投资者们还在“幻想破发之后必有反弹”之际，阿里巴巴又连续三日下跌，在发行价下方断崖俯冲。\n\n1、集体破发的“中丐股”\n今年以来，中概股有了新的诨号：“中丐股”。\n美股方面：\n截至2021年7月29日，近三年赴美上市并且目前未退市的中概股约有79家，其中有70%以上的企业处于破发状态。\n2021年6月26日，每日优鲜开盘暴跌25%，截至北京时间凌晨1：45，每日优鲜报价9.8美元，较IPO价为13美元下跌约25%；凌晨两点，每日优鲜再度暴跌至8.68美元，跌幅达33%，制造了中概股上市后堪称灾难级的破发现场。\n2021年7月6日，滴滴出行在美遭遇重挫，股价跌近20%，跌破发行价。\n港股方面：\n2021年2月5日在香港上市的快手科技是上半年全球最大IPO个股，募资规模483亿港元；另外，在港股上市的京东物流、百度集团、哔哩哔哩的募资规模都超过230亿港元，分别位列全球第五、第六、第七位。\n然而，当前上述四家巨无霸IPO的公司悉数深度破发，其中快手首日上涨近两倍，之后走出的“过山车”后，跌破115港元的发行价。\n数据显示，中国海外互联网ETF(KWEB.US)已经连续两天出现资金流出，该ETF今年至今为止已下跌超40%。\n该ETF曾在上个月吸引了创纪录的单日资金流入。然而，分析师指出，因中概科技股的投资前景不明，曾经入场抄底的买家开始放弃这些股票。再加上一些曾经看好中概股的基金经理，如Ark投资管理公司的Cathie Wood激进减持中概股，其他的机构及散户投资者也开始纷纷效仿。\n2、阿里巴巴史上多次破发\n破发什么的，其实阿里巴巴早就见得多了。\n2008年，阿里巴巴在港股破发过。\n2007年11月，阿里巴巴以B2B业务作为主体在港交所上市，募资116亿港元，成为当时中国互联网公司融资规模之最。上市后，其股价曾飙涨至发行价3倍。\n然而，2008年全球经济危机爆发，阿里B2B业务受到巨大影响，股价开始崩盘。2008年3月破发，10月跌至3.42港元低位，较发行价跌去30%。与此前41.4元高位相比跌超90%。\n2012年，阿里巴巴宣布以13.5港元/股耗资190亿港元进行私有化，暂时告别港交所。\n2015年，阿里巴巴在美股破发。\n2014年9月20日，阿里巴巴在美国纽约证券交易所挂牌上市，首日报收于93.89美元，较发行价上涨38.07%。\n2015年8 月 23 日，全球股市大跌，夜间开盘的美股也未能幸免，开盘半小时内三大指数跌幅均在 4% 上下。随大势继续下行的阿里巴巴股票开盘即报 58.16 美元，一举跌破了 IPO 发行价 68 美元。\n2015年的阿里巴巴也是身陷危机。2015年8月，阿里巴巴的季度报告令人失望，营收同比增长 28%、中国零售业务销售额增长 34%，这两大关键指标都低于先前分析师的平均预期，而且是三年来增速最慢的一季。\n2015年 6 月，阿里就曾向分析师们发出警告称，彩票在线销售被禁、将小微金融业务划归至蚂蚁金服集团，以及聚划算平台收费的降低，都将会对本季度的营收产生影响。根据集团 CFO 武卫在分析师电话会议上的说法，如果把这些影响都剔除，公司的营收本季度应同比增长 36% 左右。\n2015年那次破发后，阿里巴巴提出了一项 40 亿美元的股票回购计划，资金来自董事局主席马云及副主席蔡崇信。\n有意思的是，这一次阿里巴巴同样是业绩不及预期+股价持续下跌，阿里照样祭出“回购”这一招。\n2021年8月3日晚，阿里巴巴公布一份不及市场预期的季报后，授权公司将回购计划总额从100亿美元提升至150亿美元，有效期到2022年底。这项总额150亿美元（近1,000亿元人民币）的回购计划。这是阿里巴巴集团有史以来最大规模回购计划。\n2015年，阿里巴巴股价破发之际，CEO张勇亲自下场为公司打气。\n2015年8月25日，张勇在致员工的信中表示：“这不是第一次全球性的股灾；当然，也不会是最后一次；阿里巴巴的价值，体现在我们对理想的追求和为客户所创造的价值当中，这个价值不会随股价的变化而改变。请大家把眼光从股市回到客户身上……忘掉股价，心平气和；脚踏实地，继续前进！”\n彼时原因在于：当时的阿里巴巴在股权激励方面对员工非常慷慨，因此，股价涨跌对阿里员工个人财富的影响面及影响程度也较其它公司更大。张勇当时发表这封信，一方面是向员工及外界表达了对公司的信心，另一方面，可能是阿里员工的确“用于看盘的时间越来越多了，影响到工作”。\n此次阿里巴巴港股破发，暂时未看到阿里巴巴方面有表态。\n此外，2019年，阿里巴巴重回港股后，也破发过。\n2019年阿里巴巴重返香港股市，发行价176港元，11月26日，阿里巴巴上市首日报收187.60港元，上涨6.59%。总市值为4.01万亿港元，超过总市值3.2万亿港元的腾讯控股，成为香港股市市值第一的股票。\n2020年3月18日，阿里巴巴收报173港元，跌破176港元的发行价。\n不过那一次，阿里巴巴短期调整后重回升势。\n这一次，阿里巴巴股价最低下探到155港元，距离发行价已经相去较远，而且尚未见反弹迹象，算是破“扎实”，破“安逸”了。\n3、中概股还有未来吗？\n美股方面：\n“在美国上市的中国公司前景很难说，要看是否能够符合美国的会计标准，目前美国的监管可谓非常严格。这对于准备在美上市的中国企业来说，更需做好危机应对准备。”美国汇盛金融管理公司首席经济学家陈凯丰说。\n“过去由于受AH市场上市制度限制影响，部分未盈利、同股不同权企业只能选择赴美上市。在今年国内外监管政策持续收紧，以及AH市场制度改革为中概股回归创造条件的背景下，美股中概股回归中国资本市场是大势所趋。”广发证券首席策略分析师戴康说。\n在美股中概股日益艰难之际，回港上市成为不少企业的选择。\n德勤研究报告称，受惠于第二上市和不同股权架构新股上市，2021年上半年香港新股融资总额同比上涨138%，达到2097亿港元，融资额突破了2011年同期的历史高点，为多年以来最高纪录；2021年上半年，前四名新股融资额都超过200亿港元，受惠于多只大型新股，使得今年香港主板平均融资规模大幅提升182%到18.1亿港元。\n然而，登陆港股之后，这些中概股也并不舒服。\n对于未来港股市场的走势，恒生科技ETF基金经理冉凌浩认为，2020年港股表现明显不如美股及A股，但港股前期的滞胀正是为将来的补涨提供了充足的空间，未来也将会有多重动能驱动港股上涨。长期来看，港股市场走势完全由上市公司盈利水平决定；未来两年，港股上市公司盈利有望快速上行，有力支撑港股走势。\n也有公司盯上了A股，如理想汽车。\n8月12日，在美股上市后一年多后，理想汽车再度IPO，登陆港股市场，成为继小鹏汽车之后，第二家双重上市的造车新势力企业。发行价118港元\n新势力三巨头之一的理想汽车，上市首日便破发，随后连续下跌，价值8月20日，收报104.6港元。\n理想汽车总裁沈亚楠表示，理想可能要“回A”。\n“理想汽车美股、港股、A股都是我们整盘扩展资金渠道的规划，所以我们不排除回归A股的可能。”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187722122,"gmtCreate":1623764988566,"gmtModify":1703818652468,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187722122","repostId":"182527642","repostType":1,"repost":{"id":182527642,"gmtCreate":1623591089486,"gmtModify":1704206705624,"author":{"id":"3492809199172925","authorId":"3492809199172925","name":"零态LT","avatar":"https://static.tigerbbs.com/1a116a388fc078692ae1fadda81ff1d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492809199172925","authorIdStr":"3492809199172925"},"themes":[],"title":"王興爲何還不退","htmlText":"美團這家市值破萬億港元的本地生活平臺，正在面對成立以來最大的危機：今年4月，美團被國家市場監管總局立案調查，要求糾正其“二選一”的反競爭行爲；無獨有偶，美團旗下千萬名騎手也被曝出爲第三方僱傭而非“美團人”；而從2020年年初開始，就連商家側反對美團高佣金的呼聲也愈來越高，風波依然延續至今。除了因王興的飯否使得美團屢次陷入輿情漩渦，業務層面，佣金問題、騎手問題、新業務問題，來自美團內部的對抗正在逐漸加深，美團的無限遊戲正被迫按下暫停鍵。01外賣爲新業務輸血？美團的最新一季財報似乎超過了市場預期。其2021年Q1財報顯示，美團總收入由2020年Q1的168億元增加120.9%至370億元，餐飲外賣、到店酒店及旅遊、新業務及其他的經營溢利分別爲11.16億元、27.48億元和-80.44億元，加之未分配項目的虧損，報告期內美團經營虧損總額達到47.67億元，同比增長177.9%。▲圖：美團Q1財報從主營業務外賣來看，報告期內，美團餐飲外賣業務交易金額同比增長99.6%至1427億元，餐飲外賣日均交易筆數同比增長113.5%至3230萬筆，餐飲外賣業務的平均訂單價值同比減少5.5%，餐飲外賣業務變現率從去年同期的13.3%增加至14.4%。經營溢利從去年虧損7090萬元到今年溢利爲11億元，可見美團外賣業務較去年同期強勢回暖。但2020年初恰逢疫情爆發，同比數據增長參考性較弱。而相比2020年Q4，美團Q1餐飲外賣、到店酒店及旅遊、新業務及其他收入環比分別增長26.5%、-2.6%、-34%，經營虧損總額環比增長67.1%▲圖：美團Q1財報從商家和用戶數據看，美團在外賣領域的地位進一步被鞏固。報告期內，美團交易用戶數據同比增長26.9%至5.69億人，活躍商家數目同比增長16.9%至710萬家，每位交易用戶平均每年交易筆數同比增加了16.7%達到30.5筆。▲圖：美團Q1財報而美團","listText":"美團這家市值破萬億港元的本地生活平臺，正在面對成立以來最大的危機：今年4月，美團被國家市場監管總局立案調查，要求糾正其“二選一”的反競爭行爲；無獨有偶，美團旗下千萬名騎手也被曝出爲第三方僱傭而非“美團人”；而從2020年年初開始，就連商家側反對美團高佣金的呼聲也愈來越高，風波依然延續至今。除了因王興的飯否使得美團屢次陷入輿情漩渦，業務層面，佣金問題、騎手問題、新業務問題，來自美團內部的對抗正在逐漸加深，美團的無限遊戲正被迫按下暫停鍵。01外賣爲新業務輸血？美團的最新一季財報似乎超過了市場預期。其2021年Q1財報顯示，美團總收入由2020年Q1的168億元增加120.9%至370億元，餐飲外賣、到店酒店及旅遊、新業務及其他的經營溢利分別爲11.16億元、27.48億元和-80.44億元，加之未分配項目的虧損，報告期內美團經營虧損總額達到47.67億元，同比增長177.9%。▲圖：美團Q1財報從主營業務外賣來看，報告期內，美團餐飲外賣業務交易金額同比增長99.6%至1427億元，餐飲外賣日均交易筆數同比增長113.5%至3230萬筆，餐飲外賣業務的平均訂單價值同比減少5.5%，餐飲外賣業務變現率從去年同期的13.3%增加至14.4%。經營溢利從去年虧損7090萬元到今年溢利爲11億元，可見美團外賣業務較去年同期強勢回暖。但2020年初恰逢疫情爆發，同比數據增長參考性較弱。而相比2020年Q4，美團Q1餐飲外賣、到店酒店及旅遊、新業務及其他收入環比分別增長26.5%、-2.6%、-34%，經營虧損總額環比增長67.1%▲圖：美團Q1財報從商家和用戶數據看，美團在外賣領域的地位進一步被鞏固。報告期內，美團交易用戶數據同比增長26.9%至5.69億人，活躍商家數目同比增長16.9%至710萬家，每位交易用戶平均每年交易筆數同比增加了16.7%達到30.5筆。▲圖：美團Q1財報而美團","text":"美團這家市值破萬億港元的本地生活平臺，正在面對成立以來最大的危機：今年4月，美團被國家市場監管總局立案調查，要求糾正其“二選一”的反競爭行爲；無獨有偶，美團旗下千萬名騎手也被曝出爲第三方僱傭而非“美團人”；而從2020年年初開始，就連商家側反對美團高佣金的呼聲也愈來越高，風波依然延續至今。除了因王興的飯否使得美團屢次陷入輿情漩渦，業務層面，佣金問題、騎手問題、新業務問題，來自美團內部的對抗正在逐漸加深，美團的無限遊戲正被迫按下暫停鍵。01外賣爲新業務輸血？美團的最新一季財報似乎超過了市場預期。其2021年Q1財報顯示，美團總收入由2020年Q1的168億元增加120.9%至370億元，餐飲外賣、到店酒店及旅遊、新業務及其他的經營溢利分別爲11.16億元、27.48億元和-80.44億元，加之未分配項目的虧損，報告期內美團經營虧損總額達到47.67億元，同比增長177.9%。▲圖：美團Q1財報從主營業務外賣來看，報告期內，美團餐飲外賣業務交易金額同比增長99.6%至1427億元，餐飲外賣日均交易筆數同比增長113.5%至3230萬筆，餐飲外賣業務的平均訂單價值同比減少5.5%，餐飲外賣業務變現率從去年同期的13.3%增加至14.4%。經營溢利從去年虧損7090萬元到今年溢利爲11億元，可見美團外賣業務較去年同期強勢回暖。但2020年初恰逢疫情爆發，同比數據增長參考性較弱。而相比2020年Q4，美團Q1餐飲外賣、到店酒店及旅遊、新業務及其他收入環比分別增長26.5%、-2.6%、-34%，經營虧損總額環比增長67.1%▲圖：美團Q1財報從商家和用戶數據看，美團在外賣領域的地位進一步被鞏固。報告期內，美團交易用戶數據同比增長26.9%至5.69億人，活躍商家數目同比增長16.9%至710萬家，每位交易用戶平均每年交易筆數同比增加了16.7%達到30.5筆。▲圖：美團Q1財報而美團","images":[{"img":"https://static.tigerbbs.com/b24537317638478a9a2dbe58b461cdfd","width":"1080","height":"670"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182527642","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187728548,"gmtCreate":1623764955684,"gmtModify":1703818650167,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187728548","repostId":"182145675","repostType":1,"repost":{"id":182145675,"gmtCreate":1623556680000,"gmtModify":1704206194485,"author":{"id":"9000000000000055","authorId":"9000000000000055","name":"万小刀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000055","authorIdStr":"9000000000000055"},"themes":[],"title":"“國民老公”的瓜","htmlText":"一、 1988年，19歲的許晴追着初戀上“北電”，12歲的舒淇還是“小太妹”時，6歲的澎湖男孩彭于晏，已經在幼兒園有了觸電般的“戀愛感覺”…… 小時候的彭于晏長得胖，有些自卑，好不容易有個能給他慰藉的女同學，卻在一起上到小學三年級時，離他而去。此後他痛下決心，開始減肥。 每天早上五點半，他就起牀，走路去游泳池，一個人默默潛到水底，把水槽和池壁上的污垢刷乾淨，再游上20個來回，然後走路去學校。 然而，生來就是“巨大兒”的彭于晏，可能基因太過強大，硬是在練了3年游泳，幹了3年義務清潔後，體重還是一路飆到了140斤，而那時他的身高還不足1米6…… 上了初中，彭于晏暗戀一位隔壁班的漂亮女同學，但因自己太胖，一直不敢表白。 就在這時，好兄弟讓他幫忙送情書，他拿到手裏一看……兄弟喜歡的竟然是同一個女生。揣着一顆滴血的心，他仍不辱使命，真把“女神”和好兄弟撮合到了一起…… “失戀”的彭于晏痛心疾首，意識到要改善形象，光靠“橫向縮減”可不行，還得“縱向拉伸”，於是，從此以後，操場上多了一個小胖子賣力打籃球的身影…… 中學畢業後，彭于晏跟隨母親移民加拿大，由於不會講英語、個子矮小，常常挨欺負，課餘打工賺到第一桶金後，爲了自己的終身幸福，他火速辦了一張健身卡。 正值青春期，彭于晏不僅個子嗖嗖地往上躥，觀念也愈發開放，很快就入鄉隨俗，藉着舞池親密接觸的機會，把一位外國靚妹攬進了懷裏。 這一年，比他大6歲的舒淇，已經憑藉《**之玉女心經》一夜成名，憑藉不入流俗的性感風姿，晉升爲衆多純情少男的“硬盤女神”。 老男人們一邊覬覦她的身材，一邊又打心底裏看不起她，更別提那些覺得她風騷浪蕩的女人了……不過舒淇沒有認命，她發誓要把脫下的衣服，再一件一件穿回來。 不知是不是受到了女神的感召，單親家庭出身、學習成績很差的彭于晏，忽然變得十分勵志，竟然考上了加拿大英屬哥倫比亞大學經濟學系。 朝着金融才俊的目標一路狂","listText":"一、 1988年，19歲的許晴追着初戀上“北電”，12歲的舒淇還是“小太妹”時，6歲的澎湖男孩彭于晏，已經在幼兒園有了觸電般的“戀愛感覺”…… 小時候的彭于晏長得胖，有些自卑，好不容易有個能給他慰藉的女同學，卻在一起上到小學三年級時，離他而去。此後他痛下決心，開始減肥。 每天早上五點半，他就起牀，走路去游泳池，一個人默默潛到水底，把水槽和池壁上的污垢刷乾淨，再游上20個來回，然後走路去學校。 然而，生來就是“巨大兒”的彭于晏，可能基因太過強大，硬是在練了3年游泳，幹了3年義務清潔後，體重還是一路飆到了140斤，而那時他的身高還不足1米6…… 上了初中，彭于晏暗戀一位隔壁班的漂亮女同學，但因自己太胖，一直不敢表白。 就在這時，好兄弟讓他幫忙送情書，他拿到手裏一看……兄弟喜歡的竟然是同一個女生。揣着一顆滴血的心，他仍不辱使命，真把“女神”和好兄弟撮合到了一起…… “失戀”的彭于晏痛心疾首，意識到要改善形象，光靠“橫向縮減”可不行，還得“縱向拉伸”，於是，從此以後，操場上多了一個小胖子賣力打籃球的身影…… 中學畢業後，彭于晏跟隨母親移民加拿大，由於不會講英語、個子矮小，常常挨欺負，課餘打工賺到第一桶金後，爲了自己的終身幸福，他火速辦了一張健身卡。 正值青春期，彭于晏不僅個子嗖嗖地往上躥，觀念也愈發開放，很快就入鄉隨俗，藉着舞池親密接觸的機會，把一位外國靚妹攬進了懷裏。 這一年，比他大6歲的舒淇，已經憑藉《**之玉女心經》一夜成名，憑藉不入流俗的性感風姿，晉升爲衆多純情少男的“硬盤女神”。 老男人們一邊覬覦她的身材，一邊又打心底裏看不起她，更別提那些覺得她風騷浪蕩的女人了……不過舒淇沒有認命，她發誓要把脫下的衣服，再一件一件穿回來。 不知是不是受到了女神的感召，單親家庭出身、學習成績很差的彭于晏，忽然變得十分勵志，竟然考上了加拿大英屬哥倫比亞大學經濟學系。 朝着金融才俊的目標一路狂","text":"一、 1988年，19歲的許晴追着初戀上“北電”，12歲的舒淇還是“小太妹”時，6歲的澎湖男孩彭于晏，已經在幼兒園有了觸電般的“戀愛感覺”…… 小時候的彭于晏長得胖，有些自卑，好不容易有個能給他慰藉的女同學，卻在一起上到小學三年級時，離他而去。此後他痛下決心，開始減肥。 每天早上五點半，他就起牀，走路去游泳池，一個人默默潛到水底，把水槽和池壁上的污垢刷乾淨，再游上20個來回，然後走路去學校。 然而，生來就是“巨大兒”的彭于晏，可能基因太過強大，硬是在練了3年游泳，幹了3年義務清潔後，體重還是一路飆到了140斤，而那時他的身高還不足1米6…… 上了初中，彭于晏暗戀一位隔壁班的漂亮女同學，但因自己太胖，一直不敢表白。 就在這時，好兄弟讓他幫忙送情書，他拿到手裏一看……兄弟喜歡的竟然是同一個女生。揣着一顆滴血的心，他仍不辱使命，真把“女神”和好兄弟撮合到了一起…… “失戀”的彭于晏痛心疾首，意識到要改善形象，光靠“橫向縮減”可不行，還得“縱向拉伸”，於是，從此以後，操場上多了一個小胖子賣力打籃球的身影…… 中學畢業後，彭于晏跟隨母親移民加拿大，由於不會講英語、個子矮小，常常挨欺負，課餘打工賺到第一桶金後，爲了自己的終身幸福，他火速辦了一張健身卡。 正值青春期，彭于晏不僅個子嗖嗖地往上躥，觀念也愈發開放，很快就入鄉隨俗，藉着舞池親密接觸的機會，把一位外國靚妹攬進了懷裏。 這一年，比他大6歲的舒淇，已經憑藉《**之玉女心經》一夜成名，憑藉不入流俗的性感風姿，晉升爲衆多純情少男的“硬盤女神”。 老男人們一邊覬覦她的身材，一邊又打心底裏看不起她，更別提那些覺得她風騷浪蕩的女人了……不過舒淇沒有認命，她發誓要把脫下的衣服，再一件一件穿回來。 不知是不是受到了女神的感召，單親家庭出身、學習成績很差的彭于晏，忽然變得十分勵志，竟然考上了加拿大英屬哥倫比亞大學經濟學系。 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\n \n  請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意]&nbsp;在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/S/MOSY\">$正一科技(MOSY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/UONE\">$第一電臺(UONE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信託公司(AHT)$</a>\n \n","listText":"請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意]&nbsp;在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特別帥</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/S/MOSY\">$正一科技(MOSY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/UONE\">$第一電臺(UONE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信託公司(AHT)$</a>","text":"請大家關注我的YouTube頻道：騷Will搞美股也歡迎大家加入我的老虎空間站，已經有800多位朋友加入。有好票會第一時間分享在老虎空間站裏.感謝大家的支持[得意] 在老虎空間站裏同步更新了這支股票..不想錯過財富密碼的股東們請加入我的空間站,我很便宜的[捂臉]求推廣：@Tony特別帥@愛發紅包的虎妞@小虎AV$正一科技(MOSY)$$第一電臺(UONE)$$Vinco Ventures, Inc.(BBIG)$$AMC院線(AMC)$$阿什福德酒店管理信託公司(AHT)$","images":[{"img":"https://static.tigerbbs.com/eeb9d58b48f153a3a3baaefb24bfc0e0","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117170923","isVote":1,"tweetType":2,"object":{"id":"ff073a470457480ab7274e7c870d52d8","tweetId":"117170923","videoUrl":"https://1254107296.vod2.myqcloud.com/6d712588vodtransuse1254107296/4c6fb0af5285890818857432061/v.f30.mp4","poster":"https://static.tigerbbs.com/eeb9d58b48f153a3a3baaefb24bfc0e0"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813106037,"gmtCreate":1630142857929,"gmtModify":1676530234213,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813106037","isVote":1,"tweetType":1,"viewCount":2715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810578816,"gmtCreate":1629989007935,"gmtModify":1676530194872,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810578816","repostId":"834166075","repostType":1,"repost":{"id":834166075,"gmtCreate":1629763860000,"gmtModify":1676530129302,"author":{"id":"3569499578454210","authorId":"3569499578454210","name":"美股大数据","avatar":"https://static.tigerbbs.com/3618e2816e684f920df8c3c355ce667c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569499578454210","authorIdStr":"3569499578454210"},"themes":[],"title":"缺芯狀況不改，半導體類股票值得關注！","htmlText":"全球半導體短缺使半導體行業發生了翻天覆地的變化。雖然疫苗的推出，短缺情況在年底前可能好轉，但是芯片供應緊張是一個事實，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 在疫情之前，由於5G的推出，對芯片的需求已經就很高了。疫情期間又大幅推高了這一需求，數百萬人在家中購買了筆記本電腦、手機和遊戲設備。 雖然許多分析人士認爲，隨着疫苗的推出，短缺情況將在年底前好轉，但情況並不是我們想象的那樣。蘋果公司（NYSE：AAPL）首席執行官蒂姆·庫克稱，硅供應限制將影響iPhone和iPad的銷售。之前，豐田汽車公司(NYSE：TM)宣佈，由於半導體嚴重短缺，9月份的全球產量將比之前的計劃減少40%。 最近幾個月，主要的幾個科技公司宣佈，他們計劃使用自制芯片，而不是外包他們的芯片開發。這樣做的原因之一是，這些公司比任何人都更瞭解他們的產品和目標。另一個與原因就是，他們製造芯片已經有一段時間了，完全可以自己自制。 由於芯片供應緊張，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 以下是半導體類股表現不錯的個股。 英特爾&nbsp;(NASDAQ:INTC) 英偉達（NASDAQ:NVDA) 萊迪思半導體公司&nbsp;(NASDAQ:LSCC) SiTime&nbsp;(NASDAQ:SITM) 聯華電子&nbsp;(NYSE:UMC) 慧榮科技(NASDAQ:SIMO) 博通公司(NASDAQ:AVGO) 安霸&nbsp;(NASDAQ:AMBA) 艾馬克技術公司&nbsp;(NASDAQ:AMKR) Diodes Inc&nbsp;(NASDAQ:DIOD) 恩相能源公司&nbsp;(NASDAQ:ENPH) 英特爾 英特爾(NASDAQ:INTC)是世界上最大的芯片製造商。它爲全球個人電腦和數據中心市場設計和製造微處理器。雖然它的服務器","listText":"全球半導體短缺使半導體行業發生了翻天覆地的變化。雖然疫苗的推出，短缺情況在年底前可能好轉，但是芯片供應緊張是一個事實，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 在疫情之前，由於5G的推出，對芯片的需求已經就很高了。疫情期間又大幅推高了這一需求，數百萬人在家中購買了筆記本電腦、手機和遊戲設備。 雖然許多分析人士認爲，隨着疫苗的推出，短缺情況將在年底前好轉，但情況並不是我們想象的那樣。蘋果公司（NYSE：AAPL）首席執行官蒂姆·庫克稱，硅供應限制將影響iPhone和iPad的銷售。之前，豐田汽車公司(NYSE：TM)宣佈，由於半導體嚴重短缺，9月份的全球產量將比之前的計劃減少40%。 最近幾個月，主要的幾個科技公司宣佈，他們計劃使用自制芯片，而不是外包他們的芯片開發。這樣做的原因之一是，這些公司比任何人都更瞭解他們的產品和目標。另一個與原因就是，他們製造芯片已經有一段時間了，完全可以自己自制。 由於芯片供應緊張，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 以下是半導體類股表現不錯的個股。 英特爾&nbsp;(NASDAQ:INTC) 英偉達（NASDAQ:NVDA) 萊迪思半導體公司&nbsp;(NASDAQ:LSCC) SiTime&nbsp;(NASDAQ:SITM) 聯華電子&nbsp;(NYSE:UMC) 慧榮科技(NASDAQ:SIMO) 博通公司(NASDAQ:AVGO) 安霸&nbsp;(NASDAQ:AMBA) 艾馬克技術公司&nbsp;(NASDAQ:AMKR) Diodes Inc&nbsp;(NASDAQ:DIOD) 恩相能源公司&nbsp;(NASDAQ:ENPH) 英特爾 英特爾(NASDAQ:INTC)是世界上最大的芯片製造商。它爲全球個人電腦和數據中心市場設計和製造微處理器。雖然它的服務器","text":"全球半導體短缺使半導體行業發生了翻天覆地的變化。雖然疫苗的推出，短缺情況在年底前可能好轉，但是芯片供應緊張是一個事實，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 在疫情之前，由於5G的推出，對芯片的需求已經就很高了。疫情期間又大幅推高了這一需求，數百萬人在家中購買了筆記本電腦、手機和遊戲設備。 雖然許多分析人士認爲，隨着疫苗的推出，短缺情況將在年底前好轉，但情況並不是我們想象的那樣。蘋果公司（NYSE：AAPL）首席執行官蒂姆·庫克稱，硅供應限制將影響iPhone和iPad的銷售。之前，豐田汽車公司(NYSE：TM)宣佈，由於半導體嚴重短缺，9月份的全球產量將比之前的計劃減少40%。 最近幾個月，主要的幾個科技公司宣佈，他們計劃使用自制芯片，而不是外包他們的芯片開發。這樣做的原因之一是，這些公司比任何人都更瞭解他們的產品和目標。另一個與原因就是，他們製造芯片已經有一段時間了，完全可以自己自制。 由於芯片供應緊張，這對半導體行業和許多芯片股來說是一個福音，許多芯片股票上漲的都很不錯。 以下是半導體類股表現不錯的個股。 英特爾 (NASDAQ:INTC) 英偉達（NASDAQ:NVDA) 萊迪思半導體公司 (NASDAQ:LSCC) SiTime (NASDAQ:SITM) 聯華電子 (NYSE:UMC) 慧榮科技(NASDAQ:SIMO) 博通公司(NASDAQ:AVGO) 安霸 (NASDAQ:AMBA) 艾馬克技術公司 (NASDAQ:AMKR) Diodes Inc (NASDAQ:DIOD) 恩相能源公司 (NASDAQ:ENPH) 英特爾 英特爾(NASDAQ:INTC)是世界上最大的芯片製造商。它爲全球個人電腦和數據中心市場設計和製造微處理器。雖然它的服務器","images":[{"img":"https://static.tigerbbs.com/5dd1709c5c7544be80b306f5159513bc","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/487cbf45fb3d4c7596f99a61b2c2b662","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/91831c60bec646e69db300445fd60c79","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834166075","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810571328,"gmtCreate":1629988959764,"gmtModify":1676530194857,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810571328","repostId":"806651261","repostType":1,"repost":{"id":806651261,"gmtCreate":1627654660553,"gmtModify":1703494234884,"author":{"id":"140328448054650","authorId":"140328448054650","name":"期权经略","avatar":"https://static.tigerbbs.com/80cabcdb0115ecf4d6a940d2bb5a43c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"140328448054650","authorIdStr":"140328448054650"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>出來混,遲早要還的","text":"$亞馬遜(AMZN)$出來混,遲早要還的","images":[{"img":"https://static.tigerbbs.com/820f44943aa95e4ba82085e558296d5f","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806651261","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810573856,"gmtCreate":1629988914875,"gmtModify":1676530194826,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810573856","repostId":"810378975","repostType":1,"repost":{"id":810378975,"gmtCreate":1629948229597,"gmtModify":1676530181147,"author":{"id":"3525313951201310","authorId":"3525313951201310","name":"liukuang","avatar":"https://static.tigerbbs.com/1e2e48e55ada1adf8c663ce8f5b526c4","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525313951201310","authorIdStr":"3525313951201310"},"themes":[],"title":"貝殼的中介生意還好嗎？貝殼的中介生意還好嗎？","htmlText":"最近，杭州一條房產新政的出臺引發中介公司貝殼找房市值大跌。該新政爲房東可將房源在房管局線上平臺自主掛牌，和客戶進行交易。從字面意思來理解就是客戶以後進行二手房交易時，可以避開中介公司，直接和房東對接進行二手房交易。從近期的新聞來看，這已經不是第一條關於房產中介的利空消息，前段時間，有媒體報道將會給地產中介行業設置“紅線”，也就是說未來地產中介費用將會有一個“封頂”費用，如果實施那麼對房產中介行業將會是一個不小的打擊，不過該消息已經被官方證僞。在中國樓市見頂論的帶動下，二手房交易應該是個好賽道，可現實卻很骨感，貝殼找房的盈利能力並不算得上漂亮，市值也已經破發，公司前景仍處在未知之中。（配圖來自Canva可畫）房產服務賽道的黑馬提起貝殼找房就不得不提鏈家，貝殼是2018年由鏈家孵化而來，而鏈家則更爲久遠，可謂見證了中國房地產的輝煌歷史。2001年12月，鏈家在北京成立了第一家門店甜水園店，自此開始自己的稱雄之路。憑藉着標準化的經營模式，以及良好的口碑，鏈家開始矇眼狂奔。2016年時鏈家已進駐北京、上海、廣州等28個城市和地區，全國直營門店數量超8000家，旗下經紀人近15萬人。此外，鏈家致力打造“樓盤字典”，收錄了多維度房源真實信息，囊括了全國160多個城市1億1000萬套房屋數據。但這些都無法滿足鏈家前行的腳步，2018年4月，鏈家宣佈成立新平臺貝殼找房，貝殼找房的主營業務爲二手房交易、新房交易和其他房屋更新等新興業務，和鏈家最明顯的區別是貝殼的平臺屬性更強，可以對接更多的外部合作，技術服務優勢也更明顯。雖然成立時間較短，但在鏈家的扶持下，貝殼也取得了較大的業務擴張。截至2020年12月30日，貝殼找房已進駐全國超過100個城市，連接279個經紀品牌並擁有超過49.3萬經紀人和4.7萬家經紀門店。並且取得了良好的市場表現。其中，2018年年底和2019年年底，銷售的新房項目數","listText":"最近，杭州一條房產新政的出臺引發中介公司貝殼找房市值大跌。該新政爲房東可將房源在房管局線上平臺自主掛牌，和客戶進行交易。從字面意思來理解就是客戶以後進行二手房交易時，可以避開中介公司，直接和房東對接進行二手房交易。從近期的新聞來看，這已經不是第一條關於房產中介的利空消息，前段時間，有媒體報道將會給地產中介行業設置“紅線”，也就是說未來地產中介費用將會有一個“封頂”費用，如果實施那麼對房產中介行業將會是一個不小的打擊，不過該消息已經被官方證僞。在中國樓市見頂論的帶動下，二手房交易應該是個好賽道，可現實卻很骨感，貝殼找房的盈利能力並不算得上漂亮，市值也已經破發，公司前景仍處在未知之中。（配圖來自Canva可畫）房產服務賽道的黑馬提起貝殼找房就不得不提鏈家，貝殼是2018年由鏈家孵化而來，而鏈家則更爲久遠，可謂見證了中國房地產的輝煌歷史。2001年12月，鏈家在北京成立了第一家門店甜水園店，自此開始自己的稱雄之路。憑藉着標準化的經營模式，以及良好的口碑，鏈家開始矇眼狂奔。2016年時鏈家已進駐北京、上海、廣州等28個城市和地區，全國直營門店數量超8000家，旗下經紀人近15萬人。此外，鏈家致力打造“樓盤字典”，收錄了多維度房源真實信息，囊括了全國160多個城市1億1000萬套房屋數據。但這些都無法滿足鏈家前行的腳步，2018年4月，鏈家宣佈成立新平臺貝殼找房，貝殼找房的主營業務爲二手房交易、新房交易和其他房屋更新等新興業務，和鏈家最明顯的區別是貝殼的平臺屬性更強，可以對接更多的外部合作，技術服務優勢也更明顯。雖然成立時間較短，但在鏈家的扶持下，貝殼也取得了較大的業務擴張。截至2020年12月30日，貝殼找房已進駐全國超過100個城市，連接279個經紀品牌並擁有超過49.3萬經紀人和4.7萬家經紀門店。並且取得了良好的市場表現。其中，2018年年底和2019年年底，銷售的新房項目數","text":"最近，杭州一條房產新政的出臺引發中介公司貝殼找房市值大跌。該新政爲房東可將房源在房管局線上平臺自主掛牌，和客戶進行交易。從字面意思來理解就是客戶以後進行二手房交易時，可以避開中介公司，直接和房東對接進行二手房交易。從近期的新聞來看，這已經不是第一條關於房產中介的利空消息，前段時間，有媒體報道將會給地產中介行業設置“紅線”，也就是說未來地產中介費用將會有一個“封頂”費用，如果實施那麼對房產中介行業將會是一個不小的打擊，不過該消息已經被官方證僞。在中國樓市見頂論的帶動下，二手房交易應該是個好賽道，可現實卻很骨感，貝殼找房的盈利能力並不算得上漂亮，市值也已經破發，公司前景仍處在未知之中。（配圖來自Canva可畫）房產服務賽道的黑馬提起貝殼找房就不得不提鏈家，貝殼是2018年由鏈家孵化而來，而鏈家則更爲久遠，可謂見證了中國房地產的輝煌歷史。2001年12月，鏈家在北京成立了第一家門店甜水園店，自此開始自己的稱雄之路。憑藉着標準化的經營模式，以及良好的口碑，鏈家開始矇眼狂奔。2016年時鏈家已進駐北京、上海、廣州等28個城市和地區，全國直營門店數量超8000家，旗下經紀人近15萬人。此外，鏈家致力打造“樓盤字典”，收錄了多維度房源真實信息，囊括了全國160多個城市1億1000萬套房屋數據。但這些都無法滿足鏈家前行的腳步，2018年4月，鏈家宣佈成立新平臺貝殼找房，貝殼找房的主營業務爲二手房交易、新房交易和其他房屋更新等新興業務，和鏈家最明顯的區別是貝殼的平臺屬性更強，可以對接更多的外部合作，技術服務優勢也更明顯。雖然成立時間較短，但在鏈家的扶持下，貝殼也取得了較大的業務擴張。截至2020年12月30日，貝殼找房已進駐全國超過100個城市，連接279個經紀品牌並擁有超過49.3萬經紀人和4.7萬家經紀門店。並且取得了良好的市場表現。其中，2018年年底和2019年年底，銷售的新房項目數","images":[{"img":"https://static.tigerbbs.com/680f7990b86620240db747942d586877"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810378975","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837405446,"gmtCreate":1629903159985,"gmtModify":1676530168396,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"pap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target=\"_blank\" href=\"https://laohu8.com/S/CRPU.SI\">$砂之船房地產投資信託(CRPU.SI)$</a>&nbsp;SASSEUR REIT 是新加坡掛牌的中國零售REIT。砂之在重慶璧山昆明合肥持有和運營四個大商場，房產總面積爲312百萬平方米。那砂之的股息一直非常大。砂之每年支付股息四次以及目前公司股息回報率爲7.3%[財迷]&nbsp;砂之Q2財報關鍵細節如下： 總租賃收入爲1.4億新元，與去年同期漲了3.5%[開心]&nbsp;在公司的收入中，73%是固定租賃費，27%是租戶零售收入的一部分。這樣如果消費者在砂之的商場花很多錢，REIT多賺錢。 淨利潤爲3千萬新元，漲了8%[微笑]&nbsp; 每股股息額爲0.01614新元，與去年同期漲了6.7%[眼眼]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;想獲得該股息的投資者需要9月10日之前買入公司股票。股息9月28日到賬[真香]&nbsp; 入住率爲誒92.5%[可愛]&nbsp; 砂之財務管理比較保守，槓桿比率爲27.8% 淨資產爲11.3億新，與公司的市值差不多。 有任何問題關於新加坡股的話，歡迎各位隨時找小虎投資獅城[得意]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中國恆大(03333)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02202\">$萬科企業(02202)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/HTHT\">$華住(HTHT)$</a>&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRPU.SI\">$砂之船房地產投資信託(CRPU.SI)$</a>&nbsp;SASSEUR REIT 是新加坡掛牌的中國零售REIT。砂之在重慶璧山昆明合肥持有和運營四個大商場，房產總面積爲312百萬平方米。那砂之的股息一直非常大。砂之每年支付股息四次以及目前公司股息回報率爲7.3%[財迷]&nbsp;砂之Q2財報關鍵細節如下： 總租賃收入爲1.4億新元，與去年同期漲了3.5%[開心]&nbsp;在公司的收入中，73%是固定租賃費，27%是租戶零售收入的一部分。這樣如果消費者在砂之的商場花很多錢，REIT多賺錢。 淨利潤爲3千萬新元，漲了8%[微笑]&nbsp; 每股股息額爲0.01614新元，與去年同期漲了6.7%[眼眼]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;想獲得該股息的投資者需要9月10日之前買入公司股票。股息9月28日到賬[真香]&nbsp; 入住率爲誒92.5%[可愛]&nbsp; 砂之財務管理比較保守，槓桿比率爲27.8% 淨資產爲11.3億新，與公司的市值差不多。 有任何問題關於新加坡股的話，歡迎各位隨時找小虎投資獅城[得意]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中國恆大(03333)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02202\">$萬科企業(02202)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/HTHT\">$華住(HTHT)$</a>&nbsp;","text":"$砂之船房地產投資信託(CRPU.SI)$ SASSEUR REIT 是新加坡掛牌的中國零售REIT。砂之在重慶璧山昆明合肥持有和運營四個大商場，房產總面積爲312百萬平方米。那砂之的股息一直非常大。砂之每年支付股息四次以及目前公司股息回報率爲7.3%[財迷] 砂之Q2財報關鍵細節如下： 總租賃收入爲1.4億新元，與去年同期漲了3.5%[開心] 在公司的收入中，73%是固定租賃費，27%是租戶零售收入的一部分。這樣如果消費者在砂之的商場花很多錢，REIT多賺錢。 淨利潤爲3千萬新元，漲了8%[微笑] 每股股息額爲0.01614新元，與去年同期漲了6.7%[眼眼] [梭哈] [梭哈] 想獲得該股息的投資者需要9月10日之前買入公司股票。股息9月28日到賬[真香] 入住率爲誒92.5%[可愛] 砂之財務管理比較保守，槓桿比率爲27.8% 淨資產爲11.3億新，與公司的市值差不多。 有任何問題關於新加坡股的話，歡迎各位隨時找小虎投資獅城[得意] $中國恆大(03333)$ $萬科企業(02202)$ $華住(HTHT)$","images":[{"img":"https://static.tigerbbs.com/708e141071fe79ca6fc0b86f77aa5dd3","width":"688","height":"284"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894597222","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837402295,"gmtCreate":1629903096017,"gmtModify":1676530168374,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837402295","repostId":"832538025","repostType":1,"repost":{"id":832538025,"gmtCreate":1629651166167,"gmtModify":1676530086134,"author":{"id":"3500430567020304","authorId":"3500430567020304","name":"卡布斯说投资","avatar":"https://static.tigerbbs.com/7ffde0c8f52183fe27f9ffb66095bf31","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500430567020304","authorIdStr":"3500430567020304"},"themes":[],"title":"拜訪投資20年實現財務自由的私募大佬，","htmlText":"這周出差深圳去拜訪了幾家私募基金，感觸非常深，沒想到這些年做私募都這麼能賺錢。在過去5年時間裏，聽到的年化收益率至少也有30%，做得好的，累計收益做到了800%。這次拜訪的過程中，我們聊的話題其實都不深奧。像是我的投資模型、投資框架甚至是選股方式，我們都敞開了談。當然了，這次拜訪了那麼多私募，還是有一些機構讓我印象挺深刻的。剛開始投資時，找到自己的風格很重要有一傢俬募公司的創始人很有意思，他是醫療行業出身，投資經驗長達20年，如今早已實現財務自由，而且在包括香港在內的大灣區都買了好幾套房。就連自己的機構都沒有用租來的場地，而是買下了一整層樓用來辦公。我問他：“同樣是投資，爲什麼你能做得這麼好？”他的回答，既讓我覺得是在意料之中，同時又讓我覺得出乎意料。意料之中的是，聽到我這麼誇他，他還是用很謙虛的語氣回覆我，意料之外的是，談起自己的投資心得。他就跟換了個人似的，直接滔滔不絕地講起了自己的投資故事。他覺得做投資最先要明白的一點，就是自己到底適合哪種投資流派。他給我舉了但斌、王亞偉的例子。但斌是基本面派，側重於選股，關注的是宏觀經濟、行業和公司的發展，但斌投資過貴州茅臺、中國平安這兩隻大牛股。王亞偉是學術分析派，偏愛資產重估，關注的是價格與所反映的信息內容，岳陽興長、東方金鈺這兩家看似很冷門的績優股就是這樣被王亞偉發現的。因爲自己不是金融行業出身，所以剛接觸投資的時候也沒賺到多少錢。於是他就窩在家裏看完了至少30本投資相關的書籍，同時也拜訪了一些行業大佬，最後再通過實操，沉澱出自己的一套體系。他給自己的這套體系取的名字叫做“系統性的投資”。通過這種系統性的投資，他開發了一個專屬於自己的投資模型與自己的選股方式。他的選股方式很簡單，就是隻買那些唯一、第一的公司，在他眼中，這些公司的股票就是鑽石女神股。做了20年的投資，他很強調一個人能力圈的大小。對於任何新手來說，首先要做的就是建","listText":"這周出差深圳去拜訪了幾家私募基金，感觸非常深，沒想到這些年做私募都這麼能賺錢。在過去5年時間裏，聽到的年化收益率至少也有30%，做得好的，累計收益做到了800%。這次拜訪的過程中，我們聊的話題其實都不深奧。像是我的投資模型、投資框架甚至是選股方式，我們都敞開了談。當然了，這次拜訪了那麼多私募，還是有一些機構讓我印象挺深刻的。剛開始投資時，找到自己的風格很重要有一傢俬募公司的創始人很有意思，他是醫療行業出身，投資經驗長達20年，如今早已實現財務自由，而且在包括香港在內的大灣區都買了好幾套房。就連自己的機構都沒有用租來的場地，而是買下了一整層樓用來辦公。我問他：“同樣是投資，爲什麼你能做得這麼好？”他的回答，既讓我覺得是在意料之中，同時又讓我覺得出乎意料。意料之中的是，聽到我這麼誇他，他還是用很謙虛的語氣回覆我，意料之外的是，談起自己的投資心得。他就跟換了個人似的，直接滔滔不絕地講起了自己的投資故事。他覺得做投資最先要明白的一點，就是自己到底適合哪種投資流派。他給我舉了但斌、王亞偉的例子。但斌是基本面派，側重於選股，關注的是宏觀經濟、行業和公司的發展，但斌投資過貴州茅臺、中國平安這兩隻大牛股。王亞偉是學術分析派，偏愛資產重估，關注的是價格與所反映的信息內容，岳陽興長、東方金鈺這兩家看似很冷門的績優股就是這樣被王亞偉發現的。因爲自己不是金融行業出身，所以剛接觸投資的時候也沒賺到多少錢。於是他就窩在家裏看完了至少30本投資相關的書籍，同時也拜訪了一些行業大佬，最後再通過實操，沉澱出自己的一套體系。他給自己的這套體系取的名字叫做“系統性的投資”。通過這種系統性的投資，他開發了一個專屬於自己的投資模型與自己的選股方式。他的選股方式很簡單，就是隻買那些唯一、第一的公司，在他眼中，這些公司的股票就是鑽石女神股。做了20年的投資，他很強調一個人能力圈的大小。對於任何新手來說，首先要做的就是建","text":"這周出差深圳去拜訪了幾家私募基金，感觸非常深，沒想到這些年做私募都這麼能賺錢。在過去5年時間裏，聽到的年化收益率至少也有30%，做得好的，累計收益做到了800%。這次拜訪的過程中，我們聊的話題其實都不深奧。像是我的投資模型、投資框架甚至是選股方式，我們都敞開了談。當然了，這次拜訪了那麼多私募，還是有一些機構讓我印象挺深刻的。剛開始投資時，找到自己的風格很重要有一傢俬募公司的創始人很有意思，他是醫療行業出身，投資經驗長達20年，如今早已實現財務自由，而且在包括香港在內的大灣區都買了好幾套房。就連自己的機構都沒有用租來的場地，而是買下了一整層樓用來辦公。我問他：“同樣是投資，爲什麼你能做得這麼好？”他的回答，既讓我覺得是在意料之中，同時又讓我覺得出乎意料。意料之中的是，聽到我這麼誇他，他還是用很謙虛的語氣回覆我，意料之外的是，談起自己的投資心得。他就跟換了個人似的，直接滔滔不絕地講起了自己的投資故事。他覺得做投資最先要明白的一點，就是自己到底適合哪種投資流派。他給我舉了但斌、王亞偉的例子。但斌是基本面派，側重於選股，關注的是宏觀經濟、行業和公司的發展，但斌投資過貴州茅臺、中國平安這兩隻大牛股。王亞偉是學術分析派，偏愛資產重估，關注的是價格與所反映的信息內容，岳陽興長、東方金鈺這兩家看似很冷門的績優股就是這樣被王亞偉發現的。因爲自己不是金融行業出身，所以剛接觸投資的時候也沒賺到多少錢。於是他就窩在家裏看完了至少30本投資相關的書籍，同時也拜訪了一些行業大佬，最後再通過實操，沉澱出自己的一套體系。他給自己的這套體系取的名字叫做“系統性的投資”。通過這種系統性的投資，他開發了一個專屬於自己的投資模型與自己的選股方式。他的選股方式很簡單，就是隻買那些唯一、第一的公司，在他眼中，這些公司的股票就是鑽石女神股。做了20年的投資，他很強調一個人能力圈的大小。對於任何新手來說，首先要做的就是建","images":[{"img":"https://static.tigerbbs.com/2efae11966191574f1effef7afa5653d","width":"832","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832538025","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837406763,"gmtCreate":1629903056552,"gmtModify":1676530168348,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"???????","listText":"???????","text":"???????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837406763","repostId":"2162037730","repostType":2,"repost":{"id":"2162037730","kind":"news","pubTimestamp":1629883380,"share":"https://ttm.financial/m/news/2162037730?lang=en_US&edition=fundamental","pubTime":"2021-08-25 17:23","market":"sh","language":"zh","title":"Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors","url":"https://stock-news.laohu8.com/highlight/detail?id=2162037730","media":"新浪财经","summary":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。","content":"<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>","source":"sina","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>Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors</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; 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}\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\">\nRead the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-25 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞","09988":"阿里巴巴-W"},"source_url":"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162037730","content_text":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。\n　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。\n　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。\n　　海底捞表示，舒萍辞任的原因是公司内部组织架构调整，而施永宏则是为了将更多的时间和精力投入到其他业务中。\n　　半年报显示，海底捞餐厅的经营收入依然是其主要收入来源，这项业务在2021年上半年贡献了96.6%的收入，与2020年同期的93.7%对比，比例有所提升；金额也从2020年同期的91.5亿元上升到2021年的194.2亿元，增长了112.2%。\n　　虽然业绩较上年同期向好，但海底捞一直引以为傲的翻台率却跌到了3次/天，比2020年疫情期间还低。\n　　海底捞在半年报中表示，2021年上半年公司的经营结果没有达到管理层预期，反映了公司内部管理、运营需要努力调整及改善。\n\n2分钟读财报 | 近5000亿国产巨头安踏体育大爆发：等于2.2个李宁 5.5个特步\n2分钟读财报 | 老牌房企ST粤泰控股股东被申请破产清算 合计持有公司46.49%股份\n2分钟读财报 | 腾讯音乐渡劫：月活用户3年无增长 版权利器消除后阵痛在所难免\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卫晓丹","news_type":1,"symbols_score_info":{"06862":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837406212,"gmtCreate":1629903042836,"gmtModify":1676530168340,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837406212","repostId":"2162037730","repostType":2,"repost":{"id":"2162037730","kind":"news","pubTimestamp":1629883380,"share":"https://ttm.financial/m/news/2162037730?lang=en_US&edition=fundamental","pubTime":"2021-08-25 17:23","market":"sh","language":"zh","title":"Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors","url":"https://stock-news.laohu8.com/highlight/detail?id=2162037730","media":"新浪财经","summary":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。","content":"<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>","source":"sina","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>Read the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors</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; 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}\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\">\nRead the financial report in 2 minutes | Haidilao's net profit in the first half of the year turned losses into profits Zhang Yong's wife Shu Ping and co-founder Shi Yonghong resigned as directors\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-25 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><div></div>On the evening of August 24,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Release the 2021 semi-annual report. In the first half of the year, the company achieved revenue of 20.094 billion yuan, a year-on-year increase of 105.9%; Achieved a net profit of 94.529 million yuan, compared with a loss of 965 million yuan in the same period last year, turning losses into profits.</p><p>The company announced on the evening of the same day that two directors of the board of directors resigned. Shu Ping resigned as a non-executive director and member of the audit committee of the company, and Shi Yonghong resigned as an executive director of the company.</p><p>It is worth noting that Shu Ping is Zhang Yong's wife, and she and Zhang Yong together control 3.6125 billion shares of Haidilao; Shi Yonghong is the co-founder of Haidilao, the second largest shareholder of Haidilao, and the supplier of hot pot ingredients under Haidilao Group<a href=\"https://laohu8.com/S/01579\">Yihai International</a>Chairman of the Company.</p><p>Haidilao said that the reason for Shu Ping's resignation was the adjustment of the company's internal organizational structure, while Shi Yonghong was to devote more time and energy to other businesses.</p><p>The semi-annual report shows that the operating income of Haidilao Restaurant is still its main source of income. This business contributed 96.6% of revenue in the first half of 2021. Compared with 93.7% in the same period in 2020, the proportion has increased; The amount has also increased from 9.15 billion yuan in the same period in 2020 to 19.42 billion yuan in 2021, an increase of 112.2%.</p><p>Although the performance is better than the same period last year, the turnover rate that Haidilao has always been proud of has dropped to 3 times per day, which is lower than during the 2020 epidemic.</p><p>Haidilao stated in its semi-annual report that the company's operating results in the first half of 2021 did not meet management expectations, reflecting that the company's internal management and operations need to be adjusted and improved.</p><p>Read the financial report in 2 minutes | Nearly 500 billion domestic giants<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Big explosion: equal to 2.2<a href=\"https://laohu8.com/S/02331\">Li Ning</a>5.5 Xtep</p><p>Read the financial report in 2 minutes | Established real estate companies<a href=\"https://laohu8.com/S/600393\">ST Yuetai</a>The controlling shareholder was filed for bankruptcy liquidation and holds a total of 46.49% of the company's shares</p><p>Read the financial report in 2 minutes |<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Overcoming Tribulation: There has been no growth in monthly active users for 3 years, and the pain will be inevitable after the copyright weapon is eliminated</p><p><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Wei Xiaodan</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞","09988":"阿里巴巴-W"},"source_url":"https://finance.sina.com.cn/stock/s/2021-08-25/doc-ikqcfncc4945438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162037730","content_text":"8月24日晚间，海底捞发布2021年半年报。上半年，公司实现营收200.94亿元，同比增长105.9%；实现净利润9452.9万元，较上年同期的亏损9.65亿元，实现扭亏为盈。\n　　公司同日晚公告，董事会两名董事辞任。舒萍辞任公司非执行董事及审计委员会成员，施永宏辞任公司执行董事。\n　　值得注意的是，舒萍为张勇妻子，和张勇合计控制海底捞36.125亿股；施永宏为海底捞联合创始人，也是海底捞第二大股东，同时任海底捞集团旗下火锅料供应商颐海国际的董事长。\n　　海底捞表示，舒萍辞任的原因是公司内部组织架构调整，而施永宏则是为了将更多的时间和精力投入到其他业务中。\n　　半年报显示，海底捞餐厅的经营收入依然是其主要收入来源，这项业务在2021年上半年贡献了96.6%的收入，与2020年同期的93.7%对比，比例有所提升；金额也从2020年同期的91.5亿元上升到2021年的194.2亿元，增长了112.2%。\n　　虽然业绩较上年同期向好，但海底捞一直引以为傲的翻台率却跌到了3次/天，比2020年疫情期间还低。\n　　海底捞在半年报中表示，2021年上半年公司的经营结果没有达到管理层预期，反映了公司内部管理、运营需要努力调整及改善。\n\n2分钟读财报 | 近5000亿国产巨头安踏体育大爆发：等于2.2个李宁 5.5个特步\n2分钟读财报 | 老牌房企ST粤泰控股股东被申请破产清算 合计持有公司46.49%股份\n2分钟读财报 | 腾讯音乐渡劫：月活用户3年无增长 版权利器消除后阵痛在所难免\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卫晓丹","news_type":1,"symbols_score_info":{"06862":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":2475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837406868,"gmtCreate":1629903014154,"gmtModify":1676530168340,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837406868","repostId":"837381708","repostType":1,"repost":{"id":837381708,"gmtCreate":1629857334600,"gmtModify":1676530153614,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"這次的騰訊回購不一樣：不能盲目樂觀！","htmlText":"騰訊這家公司有一個非常牛的數據，就是歷史上，幾乎每次大規模回購，股價都能在 1 個月內起穩，而後創出歷史新高： 與此同時，騰訊的估值也創下了歷史新低： 所以，很多人狂歡：回購 + 不到 20PE 的騰訊，就是送錢！是時候滿倉抄底了！ 人在盲目樂觀的時候，就容易幹出一些不理性的事情，所以我需要給大家潑盆冷水，冷靜一下。 一、先說回購 這次回購只有 7696 萬港幣，這點錢還沒有騰訊半天賺得多，所以意義大於實際。後面仍要繼續聽其言觀其行。 二、再說估值 在 8 月初，證券時報發表了一篇文章，不是精神鴉片那個，而是： 在稅收上游戲行業應該向傳統行業適度看齊 內容指出： 遊戲產業現在已發展壯大，政府就沒有必要再繼續給予產業扶持，相反的， 遊戲企業應承擔更多的社會責任，在稅收上回饋社會。對此，遊戲產業應該做好心理準備。 不僅如此，近日又有媒體傳聞： 某互聯網企業向投資者透露其部分業務將不再被視爲重點軟件企業，從而不再享受 10% 的稅收優惠政策。 稅收優惠政策調整或將對所有互聯網企業產生影響。 可能大家不知道這個事情有多嚴重。 根據國內現有稅收政策，法定企業所得稅稅率爲 25%，但經認定爲高新技術的享受 15% 的優惠稅率；而被積極引導發展的互聯網企業可以享受 10% 的優惠稅率，像騰訊和阿里這樣的大公司，甚至可以做到 8% 的稅率。 比如，2020 年： 華爲利潤 646 億，納稅 1010 億； 騰訊利潤 1598 億，納稅僅 200 多億； 阿里利潤 1493 億，納稅僅 366 億。 這就是爲什麼騰訊阿里的利潤比華爲多近 1000 億，納稅卻只有華爲的 1/4 的原因之一。但現在風向變化，騰訊和阿里如果被排除在優惠稅率之外，稅率要達到 15%，甚至 20% 以上，總之苦日子要來了！ 這對於互聯網企業，是一筆不小的支出，從大方向來看，因爲產業轉型需要，國家重點扶持的是硬件和","listText":"騰訊這家公司有一個非常牛的數據，就是歷史上，幾乎每次大規模回購，股價都能在 1 個月內起穩，而後創出歷史新高： 與此同時，騰訊的估值也創下了歷史新低： 所以，很多人狂歡：回購 + 不到 20PE 的騰訊，就是送錢！是時候滿倉抄底了！ 人在盲目樂觀的時候，就容易幹出一些不理性的事情，所以我需要給大家潑盆冷水，冷靜一下。 一、先說回購 這次回購只有 7696 萬港幣，這點錢還沒有騰訊半天賺得多，所以意義大於實際。後面仍要繼續聽其言觀其行。 二、再說估值 在 8 月初，證券時報發表了一篇文章，不是精神鴉片那個，而是： 在稅收上游戲行業應該向傳統行業適度看齊 內容指出： 遊戲產業現在已發展壯大，政府就沒有必要再繼續給予產業扶持，相反的， 遊戲企業應承擔更多的社會責任，在稅收上回饋社會。對此，遊戲產業應該做好心理準備。 不僅如此，近日又有媒體傳聞： 某互聯網企業向投資者透露其部分業務將不再被視爲重點軟件企業，從而不再享受 10% 的稅收優惠政策。 稅收優惠政策調整或將對所有互聯網企業產生影響。 可能大家不知道這個事情有多嚴重。 根據國內現有稅收政策，法定企業所得稅稅率爲 25%，但經認定爲高新技術的享受 15% 的優惠稅率；而被積極引導發展的互聯網企業可以享受 10% 的優惠稅率，像騰訊和阿里這樣的大公司，甚至可以做到 8% 的稅率。 比如，2020 年： 華爲利潤 646 億，納稅 1010 億； 騰訊利潤 1598 億，納稅僅 200 多億； 阿里利潤 1493 億，納稅僅 366 億。 這就是爲什麼騰訊阿里的利潤比華爲多近 1000 億，納稅卻只有華爲的 1/4 的原因之一。但現在風向變化，騰訊和阿里如果被排除在優惠稅率之外，稅率要達到 15%，甚至 20% 以上，總之苦日子要來了！ 這對於互聯網企業，是一筆不小的支出，從大方向來看，因爲產業轉型需要，國家重點扶持的是硬件和","text":"騰訊這家公司有一個非常牛的數據，就是歷史上，幾乎每次大規模回購，股價都能在 1 個月內起穩，而後創出歷史新高： 與此同時，騰訊的估值也創下了歷史新低： 所以，很多人狂歡：回購 + 不到 20PE 的騰訊，就是送錢！是時候滿倉抄底了！ 人在盲目樂觀的時候，就容易幹出一些不理性的事情，所以我需要給大家潑盆冷水，冷靜一下。 一、先說回購 這次回購只有 7696 萬港幣，這點錢還沒有騰訊半天賺得多，所以意義大於實際。後面仍要繼續聽其言觀其行。 二、再說估值 在 8 月初，證券時報發表了一篇文章，不是精神鴉片那個，而是： 在稅收上游戲行業應該向傳統行業適度看齊 內容指出： 遊戲產業現在已發展壯大，政府就沒有必要再繼續給予產業扶持，相反的， 遊戲企業應承擔更多的社會責任，在稅收上回饋社會。對此，遊戲產業應該做好心理準備。 不僅如此，近日又有媒體傳聞： 某互聯網企業向投資者透露其部分業務將不再被視爲重點軟件企業，從而不再享受 10% 的稅收優惠政策。 稅收優惠政策調整或將對所有互聯網企業產生影響。 可能大家不知道這個事情有多嚴重。 根據國內現有稅收政策，法定企業所得稅稅率爲 25%，但經認定爲高新技術的享受 15% 的優惠稅率；而被積極引導發展的互聯網企業可以享受 10% 的優惠稅率，像騰訊和阿里這樣的大公司，甚至可以做到 8% 的稅率。 比如，2020 年： 華爲利潤 646 億，納稅 1010 億； 騰訊利潤 1598 億，納稅僅 200 多億； 阿里利潤 1493 億，納稅僅 366 億。 這就是爲什麼騰訊阿里的利潤比華爲多近 1000 億，納稅卻只有華爲的 1/4 的原因之一。但現在風向變化，騰訊和阿里如果被排除在優惠稅率之外，稅率要達到 15%，甚至 20% 以上，總之苦日子要來了！ 這對於互聯網企業，是一筆不小的支出，從大方向來看，因爲產業轉型需要，國家重點扶持的是硬件和","images":[{"img":"https://static.tigerbbs.com/4538c7da6fe347e9a044d5d4aa486b7b","width":"633","height":"332"},{"img":"https://static.tigerbbs.com/b0d724ac39730ee2ddb1d6323d8c508d","width":"1041","height":"295"},{"img":"https://static.tigerbbs.com/291deabce95b9ead027cc6f6db654a36","width":"644","height":"211"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837381708","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834564030,"gmtCreate":1629814173021,"gmtModify":1676530140183,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834564030","repostId":"838945714","repostType":1,"repost":{"id":838945714,"gmtCreate":1629369339738,"gmtModify":1676530017996,"author":{"id":"3469666730588285","authorId":"3469666730588285","name":"东哥的逻辑","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469666730588285","authorIdStr":"3469666730588285"},"themes":[],"title":"簡單聊聊中概股泥沙俱下中的機遇與危機","htmlText":"隨着某知名打車軟件和K12教育的相繼落馬，中概股行情出現了一波較大的回撤，如果說類似於年初的股價下跌回調是可以接受的，這一次則不同。部分賽道甚至出現了被“趕盡殺絕”的特點，比如上週在<a href=\"https://laohu8.com/TW/175407610\" target=\"_blank\">談談暴跌中的教育股，危機還是機遇？</a>一文中談到的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新東方(EDU)$</a>&nbsp;，好未來，高途等K12教育公司那麼爲何中概股會被局部的坍塌而泥沙俱下一般的帶下來？去年動輒翻倍的中概股今年則成了腰斬再腰斬的對象，那麼我們今天簡梳理以下中概目前的行情和思路。1.投資者對不可抗力擴散的恐慌，對於一紙文章就會顛覆某些行業的恐懼，大資本對做多中國信心的喪失，讓這波下跌甚至有點報復性，不可抗力是否會衝擊部分中概行業的基本盤與價值邏輯？2.中概股這種泥沙俱下式的下跌，夾雜着“真殺”，同時也伴隨着錯殺。這種整體性的下殺，更多是政策及消息面對市場的輪番情緒催化；3.從時間角度而言，自從懂王執政以來，中概股回港潮便成爲趨勢，阿里百度京東等紛紛回港。去年瑞幸造假，漂亮國推出《外國公司問責法》，加大對於中概公司的監管，尤其是審計監管，加大中概強制退市風險。4.某打車軟件百年慶典之際偷偷上市上市，因違規收集信息，遭下架處罰，國內掀起一陣網絡安全審查風波，不僅帶崩了自己的股價，（最高的18元跌至8元）並且小範圍波及滿幫集團、BOSS直聘等公司，5.國家之後迅速發佈《嚴厲打擊證券違法意見》，強調加碼監管中概股，包括互聯網反壟斷監管反壟斷政策風襲來：阿里被罰，鬥魚虎牙合併被禁，騰訊音樂遭查，交出版權，股價狂瀉，蘇寧美團集中性處罰6.住房城建部發布整治房地產秩序通知，嚴管地產開發，房屋買賣租賃秩序，疊","listText":"隨着某知名打車軟件和K12教育的相繼落馬，中概股行情出現了一波較大的回撤，如果說類似於年初的股價下跌回調是可以接受的，這一次則不同。部分賽道甚至出現了被“趕盡殺絕”的特點，比如上週在<a href=\"https://laohu8.com/TW/175407610\" target=\"_blank\">談談暴跌中的教育股，危機還是機遇？</a>一文中談到的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新東方(EDU)$</a>&nbsp;，好未來，高途等K12教育公司那麼爲何中概股會被局部的坍塌而泥沙俱下一般的帶下來？去年動輒翻倍的中概股今年則成了腰斬再腰斬的對象，那麼我們今天簡梳理以下中概目前的行情和思路。1.投資者對不可抗力擴散的恐慌，對於一紙文章就會顛覆某些行業的恐懼，大資本對做多中國信心的喪失，讓這波下跌甚至有點報復性，不可抗力是否會衝擊部分中概行業的基本盤與價值邏輯？2.中概股這種泥沙俱下式的下跌，夾雜着“真殺”，同時也伴隨着錯殺。這種整體性的下殺，更多是政策及消息面對市場的輪番情緒催化；3.從時間角度而言，自從懂王執政以來，中概股回港潮便成爲趨勢，阿里百度京東等紛紛回港。去年瑞幸造假，漂亮國推出《外國公司問責法》，加大對於中概公司的監管，尤其是審計監管，加大中概強制退市風險。4.某打車軟件百年慶典之際偷偷上市上市，因違規收集信息，遭下架處罰，國內掀起一陣網絡安全審查風波，不僅帶崩了自己的股價，（最高的18元跌至8元）並且小範圍波及滿幫集團、BOSS直聘等公司，5.國家之後迅速發佈《嚴厲打擊證券違法意見》，強調加碼監管中概股，包括互聯網反壟斷監管反壟斷政策風襲來：阿里被罰，鬥魚虎牙合併被禁，騰訊音樂遭查，交出版權，股價狂瀉，蘇寧美團集中性處罰6.住房城建部發布整治房地產秩序通知，嚴管地產開發，房屋買賣租賃秩序，疊","text":"隨着某知名打車軟件和K12教育的相繼落馬，中概股行情出現了一波較大的回撤，如果說類似於年初的股價下跌回調是可以接受的，這一次則不同。部分賽道甚至出現了被“趕盡殺絕”的特點，比如上週在談談暴跌中的教育股，危機還是機遇？一文中談到的$新東方(EDU)$ ，好未來，高途等K12教育公司那麼爲何中概股會被局部的坍塌而泥沙俱下一般的帶下來？去年動輒翻倍的中概股今年則成了腰斬再腰斬的對象，那麼我們今天簡梳理以下中概目前的行情和思路。1.投資者對不可抗力擴散的恐慌，對於一紙文章就會顛覆某些行業的恐懼，大資本對做多中國信心的喪失，讓這波下跌甚至有點報復性，不可抗力是否會衝擊部分中概行業的基本盤與價值邏輯？2.中概股這種泥沙俱下式的下跌，夾雜着“真殺”，同時也伴隨着錯殺。這種整體性的下殺，更多是政策及消息面對市場的輪番情緒催化；3.從時間角度而言，自從懂王執政以來，中概股回港潮便成爲趨勢，阿里百度京東等紛紛回港。去年瑞幸造假，漂亮國推出《外國公司問責法》，加大對於中概公司的監管，尤其是審計監管，加大中概強制退市風險。4.某打車軟件百年慶典之際偷偷上市上市，因違規收集信息，遭下架處罰，國內掀起一陣網絡安全審查風波，不僅帶崩了自己的股價，（最高的18元跌至8元）並且小範圍波及滿幫集團、BOSS直聘等公司，5.國家之後迅速發佈《嚴厲打擊證券違法意見》，強調加碼監管中概股，包括互聯網反壟斷監管反壟斷政策風襲來：阿里被罰，鬥魚虎牙合併被禁，騰訊音樂遭查，交出版權，股價狂瀉，蘇寧美團集中性處罰6.住房城建部發布整治房地產秩序通知，嚴管地產開發，房屋買賣租賃秩序，疊","images":[{"img":"https://static.tigerbbs.com/f0f338286aac3965e17c32ea6fb43803","width":"783","height":"512"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838945714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834562678,"gmtCreate":1629814042994,"gmtModify":1676530140150,"author":{"id":"3545385474052288","authorId":"3545385474052288","name":"今天缘","avatar":"https://static.tigerbbs.com/5cb949172f466856fc3800d2ecbc30aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545385474052288","authorIdStr":"3545385474052288"},"themes":[],"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834562678","repostId":"2161708362","repostType":2,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}