修炼吧 personal page - To The Moon

修炼吧

修炼吧

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2021-09-16

??????

2021-09-08

To the moon

2021-06-22

gogogo

2021-06-04

Why not?!

2021-03-20

To the moon

2021-01-26

Great ariticle, would you like to share it?

@扑克投资家:越南會不會成爲發達國家？

2020-12-18

Square way to go!

Sorry, the original content has been removed

2020-11-29

??

@扯个犊子:大跌過後，拆解阿里巴巴的內在價值

2020-11-24

$Sundial Growers Inc.(SNDL)$?‍♀️?‍♀️

2020-11-18

??

Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%

2020-11-15

Great ariticle, would you like to share it?

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2020-11-09

??

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2020-11-07

Plug

@蔡生天天: 公告安泰科技與現代汽車等簽訂三方《氫燃料重卡應用推廣項目合作協議》安泰科技晚間公告，11月4日，安泰科技、河鋼工業技術與現代汽車三方共同簽訂《氫燃料重卡應用推廣項目合作協議》。建設機械副董事長擬增持不超300萬股公司股份建設機械晚間公告，公司副董事長柴昭一先生擬自本公告披露之日起6個月內通過集中競價交易方式增持公司股份，增持股份合計不超過3,000,000股，不超過公司總股本約0.3102%，本次增持價格不高於20元/股

2020-10-28

??

@MidasMike:知行合一：Baillie Gifford如何實現長期主義

2020-10-28

Great ariticle, would you like to share it?

@小虎老师:【乾貨】螞蟻打新看這篇就夠了

2020-10-13

Not bad，worth reading

@美股研究社:成長股加速上漲，這三隻將脫穎而出？

2020-09-18

Not bad，worth reading

@美股研究社:教育股“餘溫”尚存，這十隻能否讓投資者“一本萬利”？

2020-09-08

Not bad，worth reading

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2020-08-27

Not bad，worth reading

Sorry, the original content has been removed

2020-08-22

Not bad，worth reading

@蔚来未来车主:蔚來未來車主談蔚來

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我挑了些重點信息先跟大家分享：2020年，越南名義GDP爲6293萬億越南盾，實際GDP總量約爲2712億美元，年增長2.91%，爲了方便大家比較越南的經濟水平，我們拿離越南最近的廣西省2020年GDP來對比，廣西2020年總GDP是22156億人民幣，約爲3418億美元，如果把越南放到中國各省進行排名，也剛好排在廣西之後，內蒙古之前，在中國是第20名的樣子。 越南現在總人口是9620萬人，2020年人均GDP爲2957美元，中國人均GDP約1萬美元，是越南的三倍多，廣西人均GDP6600美元，在中國屬中下游，但也是越南的兩倍多。 按2018年世界銀行的劃分，人均國民總收入低於995美元的國家，屬低收入國家，人均996至12055美元的國家，是中等收入國家，高收入國家是人均超過12055美元的國家，中國2020年人均國民總收入大概在10500美元左右，過幾年就能邁過中等收入陷阱，而越南差不多剛進入中等收入國家的門檻，路還很長。 2020年越南打工人人均月收入是2000元人民幣，把不工作的人算上，平均國民月收入是1200元人民幣每月，老百姓們過得並不寬裕。 越南的進出口數據十分有意思。 2020年越南進出口總額爲5439億美元，增長5","listText":"作 者&nbsp;|&nbsp;盧克文 來 源&nbsp;| 盧克文工作室 導讀 《經濟學人》智庫認爲十年內，越南將是亞太地區最具競爭力的製造基地之一，受益中美貿易戰，使越南看起來前途更加光明，越南總理甚至雄心勃勃提出要在2045年將越南建設成爲發達國家。那越南有沒有可能成爲發達國家呢？ 正文 2020剛開年時，我已經準備好啓程前往越南做實地調查，不想一場疫情阻止了我的全球調查計劃，到現在我哪個國家都去不了，爲此鬱悶了一整年，剛好越南統計總局1月中旬發佈了2020年的經濟數據，我想從這裏開始跟大家談下越南，從經濟角度，剖析下越南未來的發展情況。 我挑了些重點信息先跟大家分享：2020年，越南名義GDP爲6293萬億越南盾，實際GDP總量約爲2712億美元，年增長2.91%，爲了方便大家比較越南的經濟水平，我們拿離越南最近的廣西省2020年GDP來對比，廣西2020年總GDP是22156億人民幣，約爲3418億美元，如果把越南放到中國各省進行排名，也剛好排在廣西之後，內蒙古之前，在中國是第20名的樣子。 越南現在總人口是9620萬人，2020年人均GDP爲2957美元，中國人均GDP約1萬美元，是越南的三倍多，廣西人均GDP6600美元，在中國屬中下游，但也是越南的兩倍多。 按2018年世界銀行的劃分，人均國民總收入低於995美元的國家，屬低收入國家，人均996至12055美元的國家，是中等收入國家，高收入國家是人均超過12055美元的國家，中國2020年人均國民總收入大概在10500美元左右，過幾年就能邁過中等收入陷阱，而越南差不多剛進入中等收入國家的門檻，路還很長。 2020年越南打工人人均月收入是2000元人民幣，把不工作的人算上，平均國民月收入是1200元人民幣每月，老百姓們過得並不寬裕。 越南的進出口數據十分有意思。 2020年越南進出口總額爲5439億美元，增長5","text":"作 者 | 盧克文 來 源 | 盧克文工作室 導讀 《經濟學人》智庫認爲十年內，越南將是亞太地區最具競爭力的製造基地之一，受益中美貿易戰，使越南看起來前途更加光明，越南總理甚至雄心勃勃提出要在2045年將越南建設成爲發達國家。那越南有沒有可能成爲發達國家呢？ 正文 2020剛開年時，我已經準備好啓程前往越南做實地調查，不想一場疫情阻止了我的全球調查計劃，到現在我哪個國家都去不了，爲此鬱悶了一整年，剛好越南統計總局1月中旬發佈了2020年的經濟數據，我想從這裏開始跟大家談下越南，從經濟角度，剖析下越南未來的發展情況。 我挑了些重點信息先跟大家分享：2020年，越南名義GDP爲6293萬億越南盾，實際GDP總量約爲2712億美元，年增長2.91%，爲了方便大家比較越南的經濟水平，我們拿離越南最近的廣西省2020年GDP來對比，廣西2020年總GDP是22156億人民幣，約爲3418億美元，如果把越南放到中國各省進行排名，也剛好排在廣西之後，內蒙古之前，在中國是第20名的樣子。 越南現在總人口是9620萬人，2020年人均GDP爲2957美元，中國人均GDP約1萬美元，是越南的三倍多，廣西人均GDP6600美元，在中國屬中下游，但也是越南的兩倍多。 按2018年世界銀行的劃分，人均國民總收入低於995美元的國家，屬低收入國家，人均996至12055美元的國家，是中等收入國家，高收入國家是人均超過12055美元的國家，中國2020年人均國民總收入大概在10500美元左右，過幾年就能邁過中等收入陷阱，而越南差不多剛進入中等收入國家的門檻，路還很長。 2020年越南打工人人均月收入是2000元人民幣，把不工作的人算上，平均國民月收入是1200元人民幣每月，老百姓們過得並不寬裕。 越南的進出口數據十分有意思。 2020年越南進出口總額爲5439億美元，增長5","images":[{"img":"https://static.tigerbbs.com/33ef11994cc8466e9f73e1eccd1bea09","width":"628","height":"423"},{"img":"https://static.tigerbbs.com/37199d47f30d454fa030d3345d717007","width":"918","height":"636"},{"img":"https://static.tigerbbs.com/afff67841f804abdbfbc14fc53b2032d","width":"115","height":"18"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319657094","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397696263,"gmtCreate":1608243172352,"gmtModify":1704974094484,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Square way to go!","listText":"Square way to go!","text":"Square way to go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397696263","repostId":"1193687314","repostType":4,"isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391684127,"gmtCreate":1606640022469,"gmtModify":1704966268477,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391684127","repostId":"391865987","repostType":1,"repost":{"id":391865987,"gmtCreate":1606561091049,"gmtModify":1704966153673,"author":{"id":"3507927418932492","authorId":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507927418932492","idStr":"3507927418932492"},"themes":[],"title":"大跌過後，拆解阿里巴巴的內在價值","htmlText":"扯個犢子002作爲歷來從沒有參與過雙11狂歡的淘寶垃圾用戶，我今年的雙11算是開了個荒，大手筆搶購了阿里巴巴的股票。隨着馬爸爸在外灘金融峯會拳打巴塞爾協議，腳踢我國金融體系，11月初螞蟻金服港股IPO在上市前一天被應聲叫停，被安排的老老實實的。一石激起千層浪，一時間全世界漫布着大大出手乾爸爸，馬雲藥丸，馬已今服，甚至阿里巴巴要倒閉的言論。於是乎阿里巴巴（本文所指全部爲阿里巴巴美股：<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;）股價從歷史新高317刀被砍了一刀又一刀，回到了今年8月份的價格250刀區間，大約跌去總市值的20%，市場一片哀嚎，慘不忍睹。俗話說得好：“別人恐懼我貪婪”，經過一頓分析，我眼含熱淚而堅定地認爲：打了8折之後的BABA他還是爸爸。下面就和各位扯一扯。幼兒園數學題來看市值題：爸爸手裏有十個蘋果，一個蘋果值2塊錢，但是爸爸大意了，掉地上兩個蘋果。問：爸爸現在剩下的蘋果值多少錢？答： 情況一：掉地上的蘋果被狗叼走了：10×2 - 2×2= 16（元）； 情況二：掉地上蘋果爸爸撿起來，但是髒了，一個只能賣一塊錢：10×2 – 2×1 = 18（元） 現在的情況和上面的幼兒園數學題區別不大。螞蟻金服在香港IPO的估值約爲2500億美元，阿里巴巴持有螞蟻金服33%的股份，也就是大約833億美元。做一個不可能的假設：螞蟻金服被直接槍斃，公司被捲鋪蓋解散，阿里巴巴市值也就應該減少833億美元。而反觀這次下跌，阿里巴巴的市值從大約8500億美元一路跌到大約6710億美元，我們來算一下：8500 - 6710=1790 (億美元)，跌去了兩個螞蟻金服的市值，這合理嗎？不合理，這不講武德！（寫這篇文章的時候馬保國被人民日報點名了，最近姓馬的同志們都不太順啊）其次，螞蟻這次","listText":"扯個犢子002作爲歷來從沒有參與過雙11狂歡的淘寶垃圾用戶，我今年的雙11算是開了個荒，大手筆搶購了阿里巴巴的股票。隨着馬爸爸在外灘金融峯會拳打巴塞爾協議，腳踢我國金融體系，11月初螞蟻金服港股IPO在上市前一天被應聲叫停，被安排的老老實實的。一石激起千層浪，一時間全世界漫布着大大出手乾爸爸，馬雲藥丸，馬已今服，甚至阿里巴巴要倒閉的言論。於是乎阿里巴巴（本文所指全部爲阿里巴巴美股：<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;）股價從歷史新高317刀被砍了一刀又一刀，回到了今年8月份的價格250刀區間，大約跌去總市值的20%，市場一片哀嚎，慘不忍睹。俗話說得好：“別人恐懼我貪婪”，經過一頓分析，我眼含熱淚而堅定地認爲：打了8折之後的BABA他還是爸爸。下面就和各位扯一扯。幼兒園數學題來看市值題：爸爸手裏有十個蘋果，一個蘋果值2塊錢，但是爸爸大意了，掉地上兩個蘋果。問：爸爸現在剩下的蘋果值多少錢？答： 情況一：掉地上的蘋果被狗叼走了：10×2 - 2×2= 16（元）； 情況二：掉地上蘋果爸爸撿起來，但是髒了，一個只能賣一塊錢：10×2 – 2×1 = 18（元） 現在的情況和上面的幼兒園數學題區別不大。螞蟻金服在香港IPO的估值約爲2500億美元，阿里巴巴持有螞蟻金服33%的股份，也就是大約833億美元。做一個不可能的假設：螞蟻金服被直接槍斃，公司被捲鋪蓋解散，阿里巴巴市值也就應該減少833億美元。而反觀這次下跌，阿里巴巴的市值從大約8500億美元一路跌到大約6710億美元，我們來算一下：8500 - 6710=1790 (億美元)，跌去了兩個螞蟻金服的市值，這合理嗎？不合理，這不講武德！（寫這篇文章的時候馬保國被人民日報點名了，最近姓馬的同志們都不太順啊）其次，螞蟻這次","text":"扯個犢子002作爲歷來從沒有參與過雙11狂歡的淘寶垃圾用戶，我今年的雙11算是開了個荒，大手筆搶購了阿里巴巴的股票。隨着馬爸爸在外灘金融峯會拳打巴塞爾協議，腳踢我國金融體系，11月初螞蟻金服港股IPO在上市前一天被應聲叫停，被安排的老老實實的。一石激起千層浪，一時間全世界漫布着大大出手乾爸爸，馬雲藥丸，馬已今服，甚至阿里巴巴要倒閉的言論。於是乎阿里巴巴（本文所指全部爲阿里巴巴美股：$阿里巴巴(BABA)$ ）股價從歷史新高317刀被砍了一刀又一刀，回到了今年8月份的價格250刀區間，大約跌去總市值的20%，市場一片哀嚎，慘不忍睹。俗話說得好：“別人恐懼我貪婪”，經過一頓分析，我眼含熱淚而堅定地認爲：打了8折之後的BABA他還是爸爸。下面就和各位扯一扯。幼兒園數學題來看市值題：爸爸手裏有十個蘋果，一個蘋果值2塊錢，但是爸爸大意了，掉地上兩個蘋果。問：爸爸現在剩下的蘋果值多少錢？答： 情況一：掉地上的蘋果被狗叼走了：10×2 - 2×2= 16（元）； 情況二：掉地上蘋果爸爸撿起來，但是髒了，一個只能賣一塊錢：10×2 – 2×1 = 18（元） 現在的情況和上面的幼兒園數學題區別不大。螞蟻金服在香港IPO的估值約爲2500億美元，阿里巴巴持有螞蟻金服33%的股份，也就是大約833億美元。做一個不可能的假設：螞蟻金服被直接槍斃，公司被捲鋪蓋解散，阿里巴巴市值也就應該減少833億美元。而反觀這次下跌，阿里巴巴的市值從大約8500億美元一路跌到大約6710億美元，我們來算一下：8500 - 6710=1790 (億美元)，跌去了兩個螞蟻金服的市值，這合理嗎？不合理，這不講武德！（寫這篇文章的時候馬保國被人民日報點名了，最近姓馬的同志們都不太順啊）其次，螞蟻這次","images":[{"img":"https://static.tigerbbs.com/b3f6917a95ebc0f59a7fde1775d93264","width":"900","height":"467"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391865987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393060980,"gmtCreate":1606212769440,"gmtModify":1704964294391,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>?‍♀️?‍♀️","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>?‍♀️?‍♀️","text":"$Sundial Growers Inc.(SNDL)$?‍♀️?‍♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393060980","isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307744802,"gmtCreate":1605656237806,"gmtModify":1704961555217,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307744802","repostId":"1190929289","repostType":4,"repost":{"id":"1190929289","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":1605653856,"share":"https://ttm.financial/m/news/1190929289?lang=en_US&edition=fundamental","pubTime":"2020-11-18 06:57","market":"sh","language":"zh","title":"Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190929289","media":"老虎资讯综合","summary":"财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。","content":"<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</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>Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%</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\">\nNio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%\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\">2020-11-18 06:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190929289","content_text":"11月17日美股盘后，蔚来发布2020年第三季度财报。财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。当季录得毛利润5.86亿元，较第二季度环比增加2.73亿元，而2019年第三季度曾录得毛亏损2.22亿元。这令综合毛利率从二季度的8.4%大幅跃升至12.9%，2019年三季度曾为负12.1%。今年二季度蔚来的毛利率史上首次转正，并保持在正数状态。公司预计，2020年第四季度营收为62.6亿至64.4亿元之间，高于分析师预期的54.2亿元，预计四季度交付16500至17000辆电动车。截至三季度末所持现金储备222亿元，较二季度末所持的112亿元几乎翻倍。蔚来股价盘后震荡，截至发稿，仍跌超2%。分项目来看，蔚来三季度的汽车销售额为42.67亿元，同比大增146.1%，环比增22.4%，主要由于ES6和ES8等畅销车型的销售增长，二季度时汽车销售额也曾同比大增逾146%。汽车销售毛利率为14.5%，高于今年二季度的9.7%，2019年三季度曾为负6.8%，主要由于某些材料的购买价格下降，以及三季度ES6和ES8产量提升导致单位制造成本降低。其他销售额为2.59亿元，同比激增150.7%，环比增11.3%，主要由于家用充电桩安装、服务和能源套餐订阅以及已售出的配件产生的收入增加，与三季度汽车销量增长一致。但二季度时，这一收入曾同比增长近148%，环比大增100%。此外，三季度蔚来的销售成本为39.4亿元，同比增长91.4%，环比增15.7%，主要由于ES6和ES8的交付量同比增加。研发开支为5.91亿元，同比减少42.3%，环比增8.4%，去年研发费用较高与EC6设计开发和2019年四季度全新推出ES8有关。销售、总务与行政开支为9.4亿元，同比减少19.2%，环比微增0.4%，主要得益于节省了总成本，并提高营销和其他支持功能的运营效率。蔚来汽车在财报声明中表示，由于三季度汽车交付量再创史高，外加平均售价、材料成本和制造效率进一步改善，汽车销售毛利率得以切实提升，并连续两个季度获得正的经营活动现金流。公司的单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。今年三季度，蔚来汽车共交付12206辆汽车，超过公司官方指引的上限（1.1至1.15万辆），同比增长154.3%，其中9月交付4708辆，创单月新高，同比涨133.2%，包括了3210辆ES6、1428辆ES8和16辆初始交付的电动智能轿跑SUV蔚来EC6。第四季度伊始，蔚来的交付数据也非常亮眼。今年10月交付新车5055辆，续创品牌单月交付数新高，同比翻倍，并自今年3月以来连续第8个月实现同比增长。其中，EC6交付883辆，是这一新品的首个月度大规模交付，蔚来三款车型均已呈现出热销态势。这不仅是蔚来月度交付数首次突破5000辆，也是中国高端汽车品牌月销量首次突破5000辆。今年前十月蔚来累计交付31430辆，同比涨111.4%，自2018年6月至今已累计交付63343辆。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307937637,"gmtCreate":1605390305529,"gmtModify":1704960422919,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Great 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&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;公告&nbsp; &nbsp; &nbsp;安泰科技與現代汽車等簽訂三方《氫燃料重卡應用推廣項目合作協議》安泰科技晚間公告，11月4日，安泰科技、河鋼工業技術與現代汽車三方共同簽訂《氫燃料重卡應用推廣項目合作協議》。建設機械副董事長擬增持不超300萬股公司股份建設機械晚間公告，公司副董事長柴昭一先生擬自本公告披露之日起6個月內通過集中競價交易方式增持公司股份，增持股份合計不超過3,000,000股，不超過公司總股本約0.3102%，本次增持價格不高於20元/股","listText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;公告&nbsp; &nbsp; &nbsp;安泰科技與現代汽車等簽訂三方《氫燃料重卡應用推廣項目合作協議》安泰科技晚間公告，11月4日，安泰科技、河鋼工業技術與現代汽車三方共同簽訂《氫燃料重卡應用推廣項目合作協議》。建設機械副董事長擬增持不超300萬股公司股份建設機械晚間公告，公司副董事長柴昭一先生擬自本公告披露之日起6個月內通過集中競價交易方式增持公司股份，增持股份合計不超過3,000,000股，不超過公司總股本約0.3102%，本次增持價格不高於20元/股","text":"公告 安泰科技與現代汽車等簽訂三方《氫燃料重卡應用推廣項目合作協議》安泰科技晚間公告，11月4日，安泰科技、河鋼工業技術與現代汽車三方共同簽訂《氫燃料重卡應用推廣項目合作協議》。建設機械副董事長擬增持不超300萬股公司股份建設機械晚間公告，公司副董事長柴昭一先生擬自本公告披露之日起6個月內通過集中競價交易方式增持公司股份，增持股份合計不超過3,000,000股，不超過公司總股本約0.3102%，本次增持價格不高於20元/股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302707564","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308122140,"gmtCreate":1603895610480,"gmtModify":1704954256707,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308122140","repostId":"303817712","repostType":1,"repost":{"id":303817712,"gmtCreate":1603094920136,"gmtModify":1705071246257,"author":{"id":"3473459794537757","authorId":"3473459794537757","name":"MidasMike","avatar":"https://static.tigerbbs.com/9e2dead9a465d32baaf0757bd5e97938","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3473459794537757","idStr":"3473459794537757"},"themes":[],"title":"知行合一：Baillie Gifford如何實現長期主義","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a>&nbsp;七年重倉陪跑特斯拉後，蘇格蘭資產管理公司Baillie Gifford（“柏基”）在高位減持約近四成倉位並獲利約170億美元，這家低調的百年老店突然成爲中國投資圈裏的網紅。在對Baillie Gifford的投資風格進行了初步覆盤之後（可參考Baillie Gifford的長線思維：陪跑特斯拉七年獲利千億），另外一個問題開始引起了我的極大興趣：Baillie Gifford如何有效地構建起行之有效的長線投資體系？如何真正做到了“Actual investors think in decades, not in quarters？”長期主義知易行難，但是Baillie Gifford卻成功地踐行了這一理念：其投資平均持倉週期接近10年，並且視期間的價格波動、新聞甚至季報爲噪音；然而旗艦基金SMIT過去十年淨值增長768%，而BG則成爲英國成長最快的資管公司，資管規模在過去五年已經翻番並高達 2620億英鎊。下圖：Baillie Gi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a>&nbsp;七年重倉陪跑特斯拉後，蘇格蘭資產管理公司Baillie Gifford（“柏基”）在高位減持約近四成倉位並獲利約170億美元，這家低調的百年老店突然成爲中國投資圈裏的網紅。在對Baillie Gifford的投資風格進行了初步覆盤之後（可參考Baillie Gifford的長線思維：陪跑特斯拉七年獲利千億），另外一個問題開始引起了我的極大興趣：Baillie Gifford如何有效地構建起行之有效的長線投資體系？如何真正做到了“Actual investors think in decades, not in quarters？”長期主義知易行難，但是Baillie Gifford卻成功地踐行了這一理念：其投資平均持倉週期接近10年，並且視期間的價格波動、新聞甚至季報爲噪音；然而旗艦基金SMIT過去十年淨值增長768%，而BG則成爲英國成長最快的資管公司，資管規模在過去五年已經翻番並高達 2620億英鎊。下圖：Baillie Gi","text":"$SCOTTISH MORT(SMT.UK)$ $特斯拉(TSLA)$ $蔚來(NIO)$ $亞馬遜(AMZN)$ $騰訊控股(00700)$ 七年重倉陪跑特斯拉後，蘇格蘭資產管理公司Baillie Gifford（“柏基”）在高位減持約近四成倉位並獲利約170億美元，這家低調的百年老店突然成爲中國投資圈裏的網紅。在對Baillie Gifford的投資風格進行了初步覆盤之後（可參考Baillie Gifford的長線思維：陪跑特斯拉七年獲利千億），另外一個問題開始引起了我的極大興趣：Baillie Gifford如何有效地構建起行之有效的長線投資體系？如何真正做到了“Actual investors think in decades, not in quarters？”長期主義知易行難，但是Baillie Gifford卻成功地踐行了這一理念：其投資平均持倉週期接近10年，並且視期間的價格波動、新聞甚至季報爲噪音；然而旗艦基金SMIT過去十年淨值增長768%，而BG則成爲英國成長最快的資管公司，資管規模在過去五年已經翻番並高達 2620億英鎊。下圖：Baillie Gi","images":[{"img":"https://static.tigerbbs.com/8699ecabd64be7b7e85d9e7a5f0fa609","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/46a1dfd27dba848799ec3db5a39bca54","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/2274d06bc4ebd92680210be592ad0192","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303817712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308162122,"gmtCreate":1603894657366,"gmtModify":1704954244525,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308162122","repostId":"301784892","repostType":1,"repost":{"id":301784892,"gmtCreate":1603768420712,"gmtModify":1705073161931,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"【乾貨】螞蟻打新看這篇就夠了","htmlText":"關於螞蟻集團港股打新介紹的合集，全是乾貨，建議收藏後閱讀。這篇文章我們分爲3部分，分別講述港股打新的基礎內容，關於螞蟻集團上市進程的日常更新及媒體觀點，以及虎友對於螞蟻集團打新的看點。螞蟻集團正在招股，<a href=\"https://r.tigerbbs.com/lrg7\" target=\"_blank\">戳我參與認購</a> 公司計劃發行16.71億股H股，其中香港公開發售股份約4,176.8萬股H股，佔H股發行總數約2.5%；國際配售約16.29億股H股，佔總數約97.5% 招股價：每股招股價80港元，每手50股，入場費4,040.31元 申購時間：10月27日（明日）-10月30日（週五）中午截止，預計11月5日掛牌上市。 聯席保薦人：花旗、摩根大通、摩根士丹利及中金 股票代碼：<a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$螞蟻集團(06688)$</a> 港股打新的基礎內容 <a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/course&amp;rndata={&quot;gid&quot;:&quot;C20181129061926867&quot;}\" target=\"_blank\">基礎課程：港股入門</a> <a href=\"https://www.laohu8.com/college/column/C20190612055402138\" target=\"_blank\">基礎課程：美港股打新指南</a> <a href=\"https://www.laohu8.com/college/column/C20181129085311242\" target=\"_blank\">公開課：兩節課搞懂港股打新</a>","listText":"關於螞蟻集團港股打新介紹的合集，全是乾貨，建議收藏後閱讀。這篇文章我們分爲3部分，分別講述港股打新的基礎內容，關於螞蟻集團上市進程的日常更新及媒體觀點，以及虎友對於螞蟻集團打新的看點。螞蟻集團正在招股，<a href=\"https://r.tigerbbs.com/lrg7\" target=\"_blank\">戳我參與認購</a> 公司計劃發行16.71億股H股，其中香港公開發售股份約4,176.8萬股H股，佔H股發行總數約2.5%；國際配售約16.29億股H股，佔總數約97.5% 招股價：每股招股價80港元，每手50股，入場費4,040.31元 申購時間：10月27日（明日）-10月30日（週五）中午截止，預計11月5日掛牌上市。 聯席保薦人：花旗、摩根大通、摩根士丹利及中金 股票代碼：<a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$螞蟻集團(06688)$</a> 港股打新的基礎內容 <a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/course&amp;rndata={&quot;gid&quot;:&quot;C20181129061926867&quot;}\" target=\"_blank\">基礎課程：港股入門</a> <a href=\"https://www.laohu8.com/college/column/C20190612055402138\" target=\"_blank\">基礎課程：美港股打新指南</a> <a href=\"https://www.laohu8.com/college/column/C20181129085311242\" target=\"_blank\">公開課：兩節課搞懂港股打新</a>","text":"關於螞蟻集團港股打新介紹的合集，全是乾貨，建議收藏後閱讀。這篇文章我們分爲3部分，分別講述港股打新的基礎內容，關於螞蟻集團上市進程的日常更新及媒體觀點，以及虎友對於螞蟻集團打新的看點。螞蟻集團正在招股，戳我參與認購 公司計劃發行16.71億股H股，其中香港公開發售股份約4,176.8萬股H股，佔H股發行總數約2.5%；國際配售約16.29億股H股，佔總數約97.5% 招股價：每股招股價80港元，每手50股，入場費4,040.31元 申購時間：10月27日（明日）-10月30日（週五）中午截止，預計11月5日掛牌上市。 聯席保薦人：花旗、摩根大通、摩根士丹利及中金 股票代碼：$螞蟻集團(06688)$ 港股打新的基礎內容 基礎課程：港股入門 基礎課程：美港股打新指南 公開課：兩節課搞懂港股打新","images":[{"img":"https://static.tigerbbs.com/60cf687b906507389cd5c8804b415adb","width":"900","height":"600"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301784892","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309344842,"gmtCreate":1602585926886,"gmtModify":1705069741808,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not bad，worth reading","listText":"Not bad，worth reading","text":"Not bad，worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309344842","repostId":"309032451","repostType":1,"repost":{"id":309032451,"gmtCreate":1602491564873,"gmtModify":1705069404113,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"成長股加速上漲，這三隻將脫穎而出？","htmlText":"哪些股票總是在投資者的願望清單上?成長型股票。華爾街的專業人士一次又一次地指出，增長前景高於平均水平的股票是必須擁有的股票，因爲從長遠來看，它們能帶來豐厚的回報。當我們說高於平均水平時，我們真的不是在開玩笑。今年迄今爲止，這類股票已經取得了令人矚目的漲幅，但這僅僅是個開始。這種勝利可能會持續整個2020年甚至更久。心中有一個目標是一回事，但投資者究竟該如何追蹤這些股票呢?利用TipRanks的數據庫，我們對華爾街進行了掃描，尋找那些經分析師認可的股票，這些股票在2020年表現出了驚人的漲幅，而且在未來一年裏還將繼續攀升。這裏是所有的細節。<a target=\"_blank\" href=\"https://laohu8.com/S/STMP\">$Stamps.com Inc(STMP)$</a>&nbsp;Stamps.com (STMP)Stamps.com提供在線郵寄和運輸服務，讓客戶可以輕鬆打印美國郵政總局批准的郵資。儘管今年迄今該公司股價已上漲215%，但一些分析師認爲該公司還有更大的上漲空間。在最近一次與管理層的談話後， National Research的Allen Klee對STMP抱有很高的期望。這位分析師告訴客戶，他的主要結論是“Stamps.com已經做好了從加速增長的電子商務需求中獲益的準備。”更重要的是，他相信其產品的深度功能、整合、運營商關係和處理速度都能助其一臂之力。當談到STMP的收入，80%來自運輸，這使得它“利用積極的電子商務趨勢，”分析師指出: “我們預計，隨着時間的推移，運輸收入佔總收入的比例還會提升 。此外，我們認爲，該公司將獲得國際增長和潛在的市場份額收益。”分析師補充稱，\"該公司通過擴大產品和服務、進行國際投資以及使運營商關係多樣化，改善了增長前景並降低了風險。\"這些投資與該公司收購的兩家公司MetaPack和ShipStation的","listText":"哪些股票總是在投資者的願望清單上?成長型股票。華爾街的專業人士一次又一次地指出，增長前景高於平均水平的股票是必須擁有的股票，因爲從長遠來看，它們能帶來豐厚的回報。當我們說高於平均水平時，我們真的不是在開玩笑。今年迄今爲止，這類股票已經取得了令人矚目的漲幅，但這僅僅是個開始。這種勝利可能會持續整個2020年甚至更久。心中有一個目標是一回事，但投資者究竟該如何追蹤這些股票呢?利用TipRanks的數據庫，我們對華爾街進行了掃描，尋找那些經分析師認可的股票，這些股票在2020年表現出了驚人的漲幅，而且在未來一年裏還將繼續攀升。這裏是所有的細節。<a target=\"_blank\" href=\"https://laohu8.com/S/STMP\">$Stamps.com Inc(STMP)$</a>&nbsp;Stamps.com (STMP)Stamps.com提供在線郵寄和運輸服務，讓客戶可以輕鬆打印美國郵政總局批准的郵資。儘管今年迄今該公司股價已上漲215%，但一些分析師認爲該公司還有更大的上漲空間。在最近一次與管理層的談話後， National Research的Allen Klee對STMP抱有很高的期望。這位分析師告訴客戶，他的主要結論是“Stamps.com已經做好了從加速增長的電子商務需求中獲益的準備。”更重要的是，他相信其產品的深度功能、整合、運營商關係和處理速度都能助其一臂之力。當談到STMP的收入，80%來自運輸，這使得它“利用積極的電子商務趨勢，”分析師指出: “我們預計，隨着時間的推移，運輸收入佔總收入的比例還會提升 。此外，我們認爲，該公司將獲得國際增長和潛在的市場份額收益。”分析師補充稱，\"該公司通過擴大產品和服務、進行國際投資以及使運營商關係多樣化，改善了增長前景並降低了風險。\"這些投資與該公司收購的兩家公司MetaPack和ShipStation的","text":"哪些股票總是在投資者的願望清單上?成長型股票。華爾街的專業人士一次又一次地指出，增長前景高於平均水平的股票是必須擁有的股票，因爲從長遠來看，它們能帶來豐厚的回報。當我們說高於平均水平時，我們真的不是在開玩笑。今年迄今爲止，這類股票已經取得了令人矚目的漲幅，但這僅僅是個開始。這種勝利可能會持續整個2020年甚至更久。心中有一個目標是一回事，但投資者究竟該如何追蹤這些股票呢?利用TipRanks的數據庫，我們對華爾街進行了掃描，尋找那些經分析師認可的股票，這些股票在2020年表現出了驚人的漲幅，而且在未來一年裏還將繼續攀升。這裏是所有的細節。$Stamps.com Inc(STMP)$ Stamps.com (STMP)Stamps.com提供在線郵寄和運輸服務，讓客戶可以輕鬆打印美國郵政總局批准的郵資。儘管今年迄今該公司股價已上漲215%，但一些分析師認爲該公司還有更大的上漲空間。在最近一次與管理層的談話後， National Research的Allen Klee對STMP抱有很高的期望。這位分析師告訴客戶，他的主要結論是“Stamps.com已經做好了從加速增長的電子商務需求中獲益的準備。”更重要的是，他相信其產品的深度功能、整合、運營商關係和處理速度都能助其一臂之力。當談到STMP的收入，80%來自運輸，這使得它“利用積極的電子商務趨勢，”分析師指出: “我們預計，隨着時間的推移，運輸收入佔總收入的比例還會提升 。此外，我們認爲，該公司將獲得國際增長和潛在的市場份額收益。”分析師補充稱，\"該公司通過擴大產品和服務、進行國際投資以及使運營商關係多樣化，改善了增長前景並降低了風險。\"這些投資與該公司收購的兩家公司MetaPack和ShipStation的","images":[{"img":"https://static.tigerbbs.com/13064e9fdc01673ff84978284056e5e0","width":"590","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309032451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":975336120,"gmtCreate":1600438277760,"gmtModify":1705064594225,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not bad，worth reading","listText":"Not bad，worth reading","text":"Not bad，worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/975336120","repostId":"975981077","repostType":1,"repost":{"id":975981077,"gmtCreate":1600418861799,"gmtModify":1705064490204,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"教育股“餘溫”尚存，這十隻能否讓投資者“一本萬利”？","htmlText":"在未來幾個月和幾年裏，或許沒有哪個行業會像教育類股那樣面臨如此重大的變化。正如你們所知，新型冠狀病毒立即改變了學術界，徹底擾亂了春季學期。目前，教育機構在應對Covid-19威脅的同時，也在努力尋找答案。從表面上看，投資者可能認爲投資教育類股，尤其是那些藉助在線平臺的教育類股，是理所當然的。當然，基本的敘述是有道理的。再一次，大流行迫使學術機構立即關閉。然而，他們不能讓他們的學生，尤其是最年輕的學生，在他們發展的關鍵時期錯過機會。因此，在線學習的興起具有更大的意義。儘管如此，《華爾街日報》還是對這個故事潑了一盆冷水，認爲這是促使投資者買入教育類股的全面催化劑。論文貢獻者Tawnell D. Hobbs和Lee Hawkins坦率地宣稱，遠程學習根本行不通。雖然有幾個因素導致了這種所謂的失敗，其中一個是這個過程對老師來說壓力更大。如果沒有視覺提示，失去與學生的身體互動就會妨礙教育工作者有效地完成他們的工作。此外，由於冠狀病毒感染，隨之而來的停工也不會是父母們的休假時間。如果他們不履行自己的職業職責，就有可能導致失業。顯然，這在經濟危機期間是行不通的。孩子們跑來跑去，這種動態的變化加劇了父母的壓力。儘管在這個受冠狀病毒影響的世界裏，學術界存在一些突出的問題，但投資者仍有機會購買教育類股。不要誤解我的意思:這是一個艱難的環節。但是，所有國家都有加強其學術機構的既得利益。因此，這十家公司很有可能會受益: K12 Inc.&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/LRN\">$K12國際學校(LRN)$</a>&nbsp;) Chegg&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/CHGG\">$Chegg Inc(CHGG)$</a>&nbsp;","listText":"在未來幾個月和幾年裏，或許沒有哪個行業會像教育類股那樣面臨如此重大的變化。正如你們所知，新型冠狀病毒立即改變了學術界，徹底擾亂了春季學期。目前，教育機構在應對Covid-19威脅的同時，也在努力尋找答案。從表面上看，投資者可能認爲投資教育類股，尤其是那些藉助在線平臺的教育類股，是理所當然的。當然，基本的敘述是有道理的。再一次，大流行迫使學術機構立即關閉。然而，他們不能讓他們的學生，尤其是最年輕的學生，在他們發展的關鍵時期錯過機會。因此，在線學習的興起具有更大的意義。儘管如此，《華爾街日報》還是對這個故事潑了一盆冷水，認爲這是促使投資者買入教育類股的全面催化劑。論文貢獻者Tawnell D. Hobbs和Lee Hawkins坦率地宣稱，遠程學習根本行不通。雖然有幾個因素導致了這種所謂的失敗，其中一個是這個過程對老師來說壓力更大。如果沒有視覺提示，失去與學生的身體互動就會妨礙教育工作者有效地完成他們的工作。此外，由於冠狀病毒感染，隨之而來的停工也不會是父母們的休假時間。如果他們不履行自己的職業職責，就有可能導致失業。顯然，這在經濟危機期間是行不通的。孩子們跑來跑去，這種動態的變化加劇了父母的壓力。儘管在這個受冠狀病毒影響的世界裏，學術界存在一些突出的問題，但投資者仍有機會購買教育類股。不要誤解我的意思:這是一個艱難的環節。但是，所有國家都有加強其學術機構的既得利益。因此，這十家公司很有可能會受益: K12 Inc.&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/LRN\">$K12國際學校(LRN)$</a>&nbsp;) Chegg&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/CHGG\">$Chegg Inc(CHGG)$</a>&nbsp;","text":"在未來幾個月和幾年裏，或許沒有哪個行業會像教育類股那樣面臨如此重大的變化。正如你們所知，新型冠狀病毒立即改變了學術界，徹底擾亂了春季學期。目前，教育機構在應對Covid-19威脅的同時，也在努力尋找答案。從表面上看，投資者可能認爲投資教育類股，尤其是那些藉助在線平臺的教育類股，是理所當然的。當然，基本的敘述是有道理的。再一次，大流行迫使學術機構立即關閉。然而，他們不能讓他們的學生，尤其是最年輕的學生，在他們發展的關鍵時期錯過機會。因此，在線學習的興起具有更大的意義。儘管如此，《華爾街日報》還是對這個故事潑了一盆冷水，認爲這是促使投資者買入教育類股的全面催化劑。論文貢獻者Tawnell D. Hobbs和Lee Hawkins坦率地宣稱，遠程學習根本行不通。雖然有幾個因素導致了這種所謂的失敗，其中一個是這個過程對老師來說壓力更大。如果沒有視覺提示，失去與學生的身體互動就會妨礙教育工作者有效地完成他們的工作。此外，由於冠狀病毒感染，隨之而來的停工也不會是父母們的休假時間。如果他們不履行自己的職業職責，就有可能導致失業。顯然，這在經濟危機期間是行不通的。孩子們跑來跑去，這種動態的變化加劇了父母的壓力。儘管在這個受冠狀病毒影響的世界裏，學術界存在一些突出的問題，但投資者仍有機會購買教育類股。不要誤解我的意思:這是一個艱難的環節。但是，所有國家都有加強其學術機構的既得利益。因此，這十家公司很有可能會受益: K12 Inc. (NYSE:$K12國際學校(LRN)$ ) Chegg (NYSE:$Chegg Inc(CHGG)$","images":[{"img":"https://static.tigerbbs.com/ca6e84a87c1a4b7c87ce236d8619a0bb","width":"1600","height":"902"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/975981077","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":976018056,"gmtCreate":1599536501275,"gmtModify":1705061746030,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not bad，worth reading","listText":"Not bad，worth 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reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/979862131","repostId":"945547015","repostType":1,"repost":{"id":945547015,"gmtCreate":1596629854137,"gmtModify":1705052388656,"author":{"id":"3494202507012705","authorId":"3494202507012705","name":"蔚来未来车主","avatar":"https://static.tigerbbs.com/4caa2cb5fdee8fddcddbd8331f956989","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494202507012705","idStr":"3494202507012705"},"themes":[],"title":"蔚來未來車主談蔚來","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>大家好，我是蔚來未來車主！ 今天藉此機會分享我對蔚來的idea~ 我是一名當代大學生，高考發揮一般，錄取普通本科。而我並沒有把它當做人生奮鬥的終點，而是我人生的新起點，這也是我人生的轉折點。 高考結束，懷着滿腔熱血和對資本市場的好奇，使我開始接觸股市。當時血氣方剛，年少無知，對資本市場非常感興趣，不少交學費。 與此同時，雷爸爸的小米即將港交所敲鐘IPO，當時想買個萬兒八千RMB，可惜剛剛高考結束，買了電腦和手機，讓原本並不富裕的家庭雪上加霜，哪有錢買小米啊！懷着可惜的情感，度過了那個夏天。內心跌宕起伏，時而錯過幾個億，時而還好沒買。 開學了（2018.09），內心無比激動。帶着家裏給的學費，隻身一人，從大山深處的農村前往繁華的大城市。當時沒見過世面，帶着家裏給的四年學費和生活費，踹內褲裏面，坐一天車，來到了學校。 在一天上課的時候（開學沒多久的某一天），我走神了，依稀記得那是一堂宏觀經濟學。宏觀經濟我比較感興趣，腦子還算靈活，但是上課經常走神。想了很多東西，內心十分複雜，當時我決定幹一番大事，拿着僅有的學費和生活費，投資新能源汽車這個領域。因爲新能源汽車領域是朝陽產業，繼手機之後可以做到萬億美金規模的領域。 之後，老虎開戶，入金（四年學費和生活費），買了一點小米，買了一點NIO。小米還套着，內心複雜，但熱血澎湃，對雷爸爸寄託希望。由於本次主要講NIO，小米就不多說什麼，年輕人的第一支股票，套的SS的。 NIO是真的坐了不少過山車，但是看到了希望的曙光就在眼前。NIO是13補下來的，一開始買的不多，後面陸續補倉，陸陸續續買了不少（對當代大學生來說），但是成本還是非常高，然後每天看看，對自己說，拿住，他可以漲到一千的（我給的時間是十年）。由於我意志堅定","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>大家好，我是蔚來未來車主！ 今天藉此機會分享我對蔚來的idea~ 我是一名當代大學生，高考發揮一般，錄取普通本科。而我並沒有把它當做人生奮鬥的終點，而是我人生的新起點，這也是我人生的轉折點。 高考結束，懷着滿腔熱血和對資本市場的好奇，使我開始接觸股市。當時血氣方剛，年少無知，對資本市場非常感興趣，不少交學費。 與此同時，雷爸爸的小米即將港交所敲鐘IPO，當時想買個萬兒八千RMB，可惜剛剛高考結束，買了電腦和手機，讓原本並不富裕的家庭雪上加霜，哪有錢買小米啊！懷着可惜的情感，度過了那個夏天。內心跌宕起伏，時而錯過幾個億，時而還好沒買。 開學了（2018.09），內心無比激動。帶着家裏給的學費，隻身一人，從大山深處的農村前往繁華的大城市。當時沒見過世面，帶着家裏給的四年學費和生活費，踹內褲裏面，坐一天車，來到了學校。 在一天上課的時候（開學沒多久的某一天），我走神了，依稀記得那是一堂宏觀經濟學。宏觀經濟我比較感興趣，腦子還算靈活，但是上課經常走神。想了很多東西，內心十分複雜，當時我決定幹一番大事，拿着僅有的學費和生活費，投資新能源汽車這個領域。因爲新能源汽車領域是朝陽產業，繼手機之後可以做到萬億美金規模的領域。 之後，老虎開戶，入金（四年學費和生活費），買了一點小米，買了一點NIO。小米還套着，內心複雜，但熱血澎湃，對雷爸爸寄託希望。由於本次主要講NIO，小米就不多說什麼，年輕人的第一支股票，套的SS的。 NIO是真的坐了不少過山車，但是看到了希望的曙光就在眼前。NIO是13補下來的，一開始買的不多，後面陸續補倉，陸陸續續買了不少（對當代大學生來說），但是成本還是非常高，然後每天看看，對自己說，拿住，他可以漲到一千的（我給的時間是十年）。由於我意志堅定","text":"$蔚來(NIO)$大家好，我是蔚來未來車主！ 今天藉此機會分享我對蔚來的idea~ 我是一名當代大學生，高考發揮一般，錄取普通本科。而我並沒有把它當做人生奮鬥的終點，而是我人生的新起點，這也是我人生的轉折點。 高考結束，懷着滿腔熱血和對資本市場的好奇，使我開始接觸股市。當時血氣方剛，年少無知，對資本市場非常感興趣，不少交學費。 與此同時，雷爸爸的小米即將港交所敲鐘IPO，當時想買個萬兒八千RMB，可惜剛剛高考結束，買了電腦和手機，讓原本並不富裕的家庭雪上加霜，哪有錢買小米啊！懷着可惜的情感，度過了那個夏天。內心跌宕起伏，時而錯過幾個億，時而還好沒買。 開學了（2018.09），內心無比激動。帶着家裏給的學費，隻身一人，從大山深處的農村前往繁華的大城市。當時沒見過世面，帶着家裏給的四年學費和生活費，踹內褲裏面，坐一天車，來到了學校。 在一天上課的時候（開學沒多久的某一天），我走神了，依稀記得那是一堂宏觀經濟學。宏觀經濟我比較感興趣，腦子還算靈活，但是上課經常走神。想了很多東西，內心十分複雜，當時我決定幹一番大事，拿着僅有的學費和生活費，投資新能源汽車這個領域。因爲新能源汽車領域是朝陽產業，繼手機之後可以做到萬億美金規模的領域。 之後，老虎開戶，入金（四年學費和生活費），買了一點小米，買了一點NIO。小米還套着，內心複雜，但熱血澎湃，對雷爸爸寄託希望。由於本次主要講NIO，小米就不多說什麼，年輕人的第一支股票，套的SS的。 NIO是真的坐了不少過山車，但是看到了希望的曙光就在眼前。NIO是13補下來的，一開始買的不多，後面陸續補倉，陸陸續續買了不少（對當代大學生來說），但是成本還是非常高，然後每天看看，對自己說，拿住，他可以漲到一千的（我給的時間是十年）。由於我意志堅定","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/945547015","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":129033153,"gmtCreate":1624342311272,"gmtModify":1703833992235,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"gogogo","listText":"gogogo","text":"gogogo","images":[{"img":"https://static.tigerbbs.com/de87f4cf2c34dc5ee899c87fb10067be","width":"1080","height":"3120"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129033153","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":319477168,"gmtCreate":1611615864854,"gmtModify":1704861376624,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319477168","repostId":"319657094","repostType":1,"repost":{"id":319657094,"gmtCreate":1611576240000,"gmtModify":1704860958256,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105581449289","idStr":"3524105581449289"},"themes":[],"title":"越南會不會成爲發達國家？","htmlText":"作 者&nbsp;|&nbsp;盧克文 來 源&nbsp;| 盧克文工作室 導讀 《經濟學人》智庫認爲十年內，越南將是亞太地區最具競爭力的製造基地之一，受益中美貿易戰，使越南看起來前途更加光明，越南總理甚至雄心勃勃提出要在2045年將越南建設成爲發達國家。那越南有沒有可能成爲發達國家呢？ 正文 2020剛開年時，我已經準備好啓程前往越南做實地調查，不想一場疫情阻止了我的全球調查計劃，到現在我哪個國家都去不了，爲此鬱悶了一整年，剛好越南統計總局1月中旬發佈了2020年的經濟數據，我想從這裏開始跟大家談下越南，從經濟角度，剖析下越南未來的發展情況。 我挑了些重點信息先跟大家分享：2020年，越南名義GDP爲6293萬億越南盾，實際GDP總量約爲2712億美元，年增長2.91%，爲了方便大家比較越南的經濟水平，我們拿離越南最近的廣西省2020年GDP來對比，廣西2020年總GDP是22156億人民幣，約爲3418億美元，如果把越南放到中國各省進行排名，也剛好排在廣西之後，內蒙古之前，在中國是第20名的樣子。 越南現在總人口是9620萬人，2020年人均GDP爲2957美元，中國人均GDP約1萬美元，是越南的三倍多，廣西人均GDP6600美元，在中國屬中下游，但也是越南的兩倍多。 按2018年世界銀行的劃分，人均國民總收入低於995美元的國家，屬低收入國家，人均996至12055美元的國家，是中等收入國家，高收入國家是人均超過12055美元的國家，中國2020年人均國民總收入大概在10500美元左右，過幾年就能邁過中等收入陷阱，而越南差不多剛進入中等收入國家的門檻，路還很長。 2020年越南打工人人均月收入是2000元人民幣，把不工作的人算上，平均國民月收入是1200元人民幣每月，老百姓們過得並不寬裕。 越南的進出口數據十分有意思。 2020年越南進出口總額爲5439億美元，增長5","listText":"作 者&nbsp;|&nbsp;盧克文 來 源&nbsp;| 盧克文工作室 導讀 《經濟學人》智庫認爲十年內，越南將是亞太地區最具競爭力的製造基地之一，受益中美貿易戰，使越南看起來前途更加光明，越南總理甚至雄心勃勃提出要在2045年將越南建設成爲發達國家。那越南有沒有可能成爲發達國家呢？ 正文 2020剛開年時，我已經準備好啓程前往越南做實地調查，不想一場疫情阻止了我的全球調查計劃，到現在我哪個國家都去不了，爲此鬱悶了一整年，剛好越南統計總局1月中旬發佈了2020年的經濟數據，我想從這裏開始跟大家談下越南，從經濟角度，剖析下越南未來的發展情況。 我挑了些重點信息先跟大家分享：2020年，越南名義GDP爲6293萬億越南盾，實際GDP總量約爲2712億美元，年增長2.91%，爲了方便大家比較越南的經濟水平，我們拿離越南最近的廣西省2020年GDP來對比，廣西2020年總GDP是22156億人民幣，約爲3418億美元，如果把越南放到中國各省進行排名，也剛好排在廣西之後，內蒙古之前，在中國是第20名的樣子。 越南現在總人口是9620萬人，2020年人均GDP爲2957美元，中國人均GDP約1萬美元，是越南的三倍多，廣西人均GDP6600美元，在中國屬中下游，但也是越南的兩倍多。 按2018年世界銀行的劃分，人均國民總收入低於995美元的國家，屬低收入國家，人均996至12055美元的國家，是中等收入國家，高收入國家是人均超過12055美元的國家，中國2020年人均國民總收入大概在10500美元左右，過幾年就能邁過中等收入陷阱，而越南差不多剛進入中等收入國家的門檻，路還很長。 2020年越南打工人人均月收入是2000元人民幣，把不工作的人算上，平均國民月收入是1200元人民幣每月，老百姓們過得並不寬裕。 越南的進出口數據十分有意思。 2020年越南進出口總額爲5439億美元，增長5","text":"作 者 | 盧克文 來 源 | 盧克文工作室 導讀 《經濟學人》智庫認爲十年內，越南將是亞太地區最具競爭力的製造基地之一，受益中美貿易戰，使越南看起來前途更加光明，越南總理甚至雄心勃勃提出要在2045年將越南建設成爲發達國家。那越南有沒有可能成爲發達國家呢？ 正文 2020剛開年時，我已經準備好啓程前往越南做實地調查，不想一場疫情阻止了我的全球調查計劃，到現在我哪個國家都去不了，爲此鬱悶了一整年，剛好越南統計總局1月中旬發佈了2020年的經濟數據，我想從這裏開始跟大家談下越南，從經濟角度，剖析下越南未來的發展情況。 我挑了些重點信息先跟大家分享：2020年，越南名義GDP爲6293萬億越南盾，實際GDP總量約爲2712億美元，年增長2.91%，爲了方便大家比較越南的經濟水平，我們拿離越南最近的廣西省2020年GDP來對比，廣西2020年總GDP是22156億人民幣，約爲3418億美元，如果把越南放到中國各省進行排名，也剛好排在廣西之後，內蒙古之前，在中國是第20名的樣子。 越南現在總人口是9620萬人，2020年人均GDP爲2957美元，中國人均GDP約1萬美元，是越南的三倍多，廣西人均GDP6600美元，在中國屬中下游，但也是越南的兩倍多。 按2018年世界銀行的劃分，人均國民總收入低於995美元的國家，屬低收入國家，人均996至12055美元的國家，是中等收入國家，高收入國家是人均超過12055美元的國家，中國2020年人均國民總收入大概在10500美元左右，過幾年就能邁過中等收入陷阱，而越南差不多剛進入中等收入國家的門檻，路還很長。 2020年越南打工人人均月收入是2000元人民幣，把不工作的人算上，平均國民月收入是1200元人民幣每月，老百姓們過得並不寬裕。 越南的進出口數據十分有意思。 2020年越南進出口總額爲5439億美元，增長5","images":[{"img":"https://static.tigerbbs.com/33ef11994cc8466e9f73e1eccd1bea09","width":"628","height":"423"},{"img":"https://static.tigerbbs.com/37199d47f30d454fa030d3345d717007","width":"918","height":"636"},{"img":"https://static.tigerbbs.com/afff67841f804abdbfbc14fc53b2032d","width":"115","height":"18"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319657094","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":975336120,"gmtCreate":1600438277760,"gmtModify":1705064594225,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not bad，worth reading","listText":"Not bad，worth reading","text":"Not bad，worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/975336120","repostId":"975981077","repostType":1,"repost":{"id":975981077,"gmtCreate":1600418861799,"gmtModify":1705064490204,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"教育股“餘溫”尚存，這十隻能否讓投資者“一本萬利”？","htmlText":"在未來幾個月和幾年裏，或許沒有哪個行業會像教育類股那樣面臨如此重大的變化。正如你們所知，新型冠狀病毒立即改變了學術界，徹底擾亂了春季學期。目前，教育機構在應對Covid-19威脅的同時，也在努力尋找答案。從表面上看，投資者可能認爲投資教育類股，尤其是那些藉助在線平臺的教育類股，是理所當然的。當然，基本的敘述是有道理的。再一次，大流行迫使學術機構立即關閉。然而，他們不能讓他們的學生，尤其是最年輕的學生，在他們發展的關鍵時期錯過機會。因此，在線學習的興起具有更大的意義。儘管如此，《華爾街日報》還是對這個故事潑了一盆冷水，認爲這是促使投資者買入教育類股的全面催化劑。論文貢獻者Tawnell D. Hobbs和Lee Hawkins坦率地宣稱，遠程學習根本行不通。雖然有幾個因素導致了這種所謂的失敗，其中一個是這個過程對老師來說壓力更大。如果沒有視覺提示，失去與學生的身體互動就會妨礙教育工作者有效地完成他們的工作。此外，由於冠狀病毒感染，隨之而來的停工也不會是父母們的休假時間。如果他們不履行自己的職業職責，就有可能導致失業。顯然，這在經濟危機期間是行不通的。孩子們跑來跑去，這種動態的變化加劇了父母的壓力。儘管在這個受冠狀病毒影響的世界裏，學術界存在一些突出的問題，但投資者仍有機會購買教育類股。不要誤解我的意思:這是一個艱難的環節。但是，所有國家都有加強其學術機構的既得利益。因此，這十家公司很有可能會受益: K12 Inc.&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/LRN\">$K12國際學校(LRN)$</a>&nbsp;) Chegg&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/CHGG\">$Chegg Inc(CHGG)$</a>&nbsp;","listText":"在未來幾個月和幾年裏，或許沒有哪個行業會像教育類股那樣面臨如此重大的變化。正如你們所知，新型冠狀病毒立即改變了學術界，徹底擾亂了春季學期。目前，教育機構在應對Covid-19威脅的同時，也在努力尋找答案。從表面上看，投資者可能認爲投資教育類股，尤其是那些藉助在線平臺的教育類股，是理所當然的。當然，基本的敘述是有道理的。再一次，大流行迫使學術機構立即關閉。然而，他們不能讓他們的學生，尤其是最年輕的學生，在他們發展的關鍵時期錯過機會。因此，在線學習的興起具有更大的意義。儘管如此，《華爾街日報》還是對這個故事潑了一盆冷水，認爲這是促使投資者買入教育類股的全面催化劑。論文貢獻者Tawnell D. Hobbs和Lee Hawkins坦率地宣稱，遠程學習根本行不通。雖然有幾個因素導致了這種所謂的失敗，其中一個是這個過程對老師來說壓力更大。如果沒有視覺提示，失去與學生的身體互動就會妨礙教育工作者有效地完成他們的工作。此外，由於冠狀病毒感染，隨之而來的停工也不會是父母們的休假時間。如果他們不履行自己的職業職責，就有可能導致失業。顯然，這在經濟危機期間是行不通的。孩子們跑來跑去，這種動態的變化加劇了父母的壓力。儘管在這個受冠狀病毒影響的世界裏，學術界存在一些突出的問題，但投資者仍有機會購買教育類股。不要誤解我的意思:這是一個艱難的環節。但是，所有國家都有加強其學術機構的既得利益。因此，這十家公司很有可能會受益: K12 Inc.&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/LRN\">$K12國際學校(LRN)$</a>&nbsp;) Chegg&nbsp;(NYSE:<a target=\"_blank\" href=\"https://laohu8.com/S/CHGG\">$Chegg Inc(CHGG)$</a>&nbsp;","text":"在未來幾個月和幾年裏，或許沒有哪個行業會像教育類股那樣面臨如此重大的變化。正如你們所知，新型冠狀病毒立即改變了學術界，徹底擾亂了春季學期。目前，教育機構在應對Covid-19威脅的同時，也在努力尋找答案。從表面上看，投資者可能認爲投資教育類股，尤其是那些藉助在線平臺的教育類股，是理所當然的。當然，基本的敘述是有道理的。再一次，大流行迫使學術機構立即關閉。然而，他們不能讓他們的學生，尤其是最年輕的學生，在他們發展的關鍵時期錯過機會。因此，在線學習的興起具有更大的意義。儘管如此，《華爾街日報》還是對這個故事潑了一盆冷水，認爲這是促使投資者買入教育類股的全面催化劑。論文貢獻者Tawnell D. Hobbs和Lee Hawkins坦率地宣稱，遠程學習根本行不通。雖然有幾個因素導致了這種所謂的失敗，其中一個是這個過程對老師來說壓力更大。如果沒有視覺提示，失去與學生的身體互動就會妨礙教育工作者有效地完成他們的工作。此外，由於冠狀病毒感染，隨之而來的停工也不會是父母們的休假時間。如果他們不履行自己的職業職責，就有可能導致失業。顯然，這在經濟危機期間是行不通的。孩子們跑來跑去，這種動態的變化加劇了父母的壓力。儘管在這個受冠狀病毒影響的世界裏，學術界存在一些突出的問題，但投資者仍有機會購買教育類股。不要誤解我的意思:這是一個艱難的環節。但是，所有國家都有加強其學術機構的既得利益。因此，這十家公司很有可能會受益: K12 Inc. (NYSE:$K12國際學校(LRN)$ ) Chegg (NYSE:$Chegg Inc(CHGG)$","images":[{"img":"https://static.tigerbbs.com/ca6e84a87c1a4b7c87ce236d8619a0bb","width":"1600","height":"902"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/975981077","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":970898935,"gmtCreate":1597732654827,"gmtModify":1705055757683,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not bad，worth reading","listText":"Not bad，worth reading","text":"Not bad，worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/970898935","repostId":"970983839","repostType":1,"repost":{"id":970983839,"gmtCreate":1597634142213,"gmtModify":1705055407384,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"港股周策略：科技股“破圈”狂歡，全面牛市有望提前來臨","htmlText":"要點 1）維持7月底以來對中資股vs美股回報在未來兩個月左右可能階段性退潮的判斷，不過目前恆指再調整空間有限，短期的盤整蓄勢將爲恆指Q4漲破27000點，開啓全面牛市提供可能；2）上週阿里、小米被納入恆指圈，過去金融在恆指和國企指數中佔比均超四成，導致指數表現大幅落後，新經濟納入後有望推動投資者對科技的配置，不僅提升指數空間，港股投資吸引力的提升也會間接促進全面牛市的到來。 正文部分 一、恆生指數公司定期調整 上週五季檢調整結果出爐。這次調整涵蓋恆生指數、國企指數、還有以港股通投資範圍的恆生綜合指數，成分股涉及阿里、小米等新經濟龍頭，這次不僅調整範圍大，也是歷史上同股不同權首次被納入。 具體成分股和權重調整： 1）恆生指數：納入<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$藥明生物(02269)$</a> ，權重分別爲5%、2.6%和1.8%；同時剔除<a target=\"_blank\" href=\"https://laohu8.com/S/01088\">$中國神華(01088)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00151\">$中國旺旺(00151)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/00083\">$信和置業(00083)$</a> ；（上限爲5%） 2）國企指數：納入阿里巴巴、&lt;","listText":"要點 1）維持7月底以來對中資股vs美股回報在未來兩個月左右可能階段性退潮的判斷，不過目前恆指再調整空間有限，短期的盤整蓄勢將爲恆指Q4漲破27000點，開啓全面牛市提供可能；2）上週阿里、小米被納入恆指圈，過去金融在恆指和國企指數中佔比均超四成，導致指數表現大幅落後，新經濟納入後有望推動投資者對科技的配置，不僅提升指數空間，港股投資吸引力的提升也會間接促進全面牛市的到來。 正文部分 一、恆生指數公司定期調整 上週五季檢調整結果出爐。這次調整涵蓋恆生指數、國企指數、還有以港股通投資範圍的恆生綜合指數，成分股涉及阿里、小米等新經濟龍頭，這次不僅調整範圍大，也是歷史上同股不同權首次被納入。 具體成分股和權重調整： 1）恆生指數：納入<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$藥明生物(02269)$</a> ，權重分別爲5%、2.6%和1.8%；同時剔除<a target=\"_blank\" href=\"https://laohu8.com/S/01088\">$中國神華(01088)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00151\">$中國旺旺(00151)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/00083\">$信和置業(00083)$</a> ；（上限爲5%） 2）國企指數：納入阿里巴巴、&lt;","text":"要點 1）維持7月底以來對中資股vs美股回報在未來兩個月左右可能階段性退潮的判斷，不過目前恆指再調整空間有限，短期的盤整蓄勢將爲恆指Q4漲破27000點，開啓全面牛市提供可能；2）上週阿里、小米被納入恆指圈，過去金融在恆指和國企指數中佔比均超四成，導致指數表現大幅落後，新經濟納入後有望推動投資者對科技的配置，不僅提升指數空間，港股投資吸引力的提升也會間接促進全面牛市的到來。 正文部分 一、恆生指數公司定期調整 上週五季檢調整結果出爐。這次調整涵蓋恆生指數、國企指數、還有以港股通投資範圍的恆生綜合指數，成分股涉及阿里、小米等新經濟龍頭，這次不僅調整範圍大，也是歷史上同股不同權首次被納入。 具體成分股和權重調整： 1）恆生指數：納入$阿里巴巴-SW(09988)$ 、$小米集團-W(01810)$ 和$藥明生物(02269)$ ，權重分別爲5%、2.6%和1.8%；同時剔除$中國神華(01088)$ 、$中國旺旺(00151)$ 和$信和置業(00083)$ ；（上限爲5%） 2）國企指數：納入阿里巴巴、<","images":[{"img":"https://static.tigerbbs.com/7164eb05e3b22cb675e705187717fa36","width":"1375","height":"800"},{"img":"https://static.tigerbbs.com/cc02f1f65960045d3b81895b1bc48b8f","width":"1408","height":"885"},{"img":"https://static.tigerbbs.com/9a9df36bf09d1720f4588a31d9184631","width":"1363","height":"819"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/970983839","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":944195615,"gmtCreate":1596794812837,"gmtModify":1705053064324,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not bad，worth reading","listText":"Not bad，worth reading","text":"Not bad，worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/944195615","repostId":"944341105","repostType":1,"repost":{"id":944341105,"gmtCreate":1596785422507,"gmtModify":1715952574494,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"頂住疫情大考，阿里巴巴能否走得更高？","htmlText":"一家上市公司的首席執行官介紹另一家公司的投資理念，這種情況很少見。然而，特斯拉(Tesla)的埃隆•馬斯克(Elon Musk)就是這樣，他間接地給投資者提供了另一個考慮阿里巴巴(NYSE:BABA)和阿里巴巴股票的理由。在一份對中國工作文化的坦率評估中，馬斯克表示:中國在我看來很震撼。中國的能源是巨大的。那裏的人們——那裏有很多聰明勤勞的人。他們真的沒有自以爲傲，他們不自滿，而我在美國看到越來越多的自滿和特權，特別是在灣區、洛杉磯和紐約。CNBC的撰稿人勞拉·科洛德尼(Lora Kolodny)指出，馬斯克曾批評過的紐約州和加利福尼亞州爲他的企業提供了“大量稅收優惠、監管信貸和其他政府幫助”。然而，馬斯克不應該收回他的聲明。他是絕對正確的。這就是爲什麼你可以相信阿里巴巴的股票(至少從近期來看是這樣)。特斯拉的首席執行官真是一針見血，他補充說，“美國，尤其是加州和紐約，你們贏了太久了。”當你贏了太久，你就會認爲一切都是理所當然的。”坦率地說，美國人已經失去了競爭的慾望。在找藉口方面，我們可能是第一，但在其他方面則不然。中國的情況正好相反。暫時忘掉地緣政治緊張局勢吧。你不會看到很多中國人像你在這裏那樣混亂。這種社會穩定對阿里巴巴的股票來說是一個積極因素。它有切實的影響。集體智慧保護了阿里巴巴的股票你必須尊重中國人對新冠病毒大流行的態度。當國家進入封鎖狀態時，他們就封鎖了。他們既沒有**，也沒有暴動。更重要的是，他們遵循科學專家的指導，沒有戲劇或抱怨。換句話說，他們不聽福克斯新聞或者其他類似的中國新聞。麥肯錫公司(McKinsey &amp; Company)的一項調查顯示，中國消費者已逐漸進行戶外活動。然而，他們是合理的，對參加大型活動表現出最大的謹慎。顯然，這對阿里巴巴的股票非常重要。在馬斯克看來，在中國市場，人們並不愚蠢。相反，他們在等待關鍵的里程碑來參與高風險的活動。相","listText":"一家上市公司的首席執行官介紹另一家公司的投資理念，這種情況很少見。然而，特斯拉(Tesla)的埃隆•馬斯克(Elon Musk)就是這樣，他間接地給投資者提供了另一個考慮阿里巴巴(NYSE:BABA)和阿里巴巴股票的理由。在一份對中國工作文化的坦率評估中，馬斯克表示:中國在我看來很震撼。中國的能源是巨大的。那裏的人們——那裏有很多聰明勤勞的人。他們真的沒有自以爲傲，他們不自滿，而我在美國看到越來越多的自滿和特權，特別是在灣區、洛杉磯和紐約。CNBC的撰稿人勞拉·科洛德尼(Lora Kolodny)指出，馬斯克曾批評過的紐約州和加利福尼亞州爲他的企業提供了“大量稅收優惠、監管信貸和其他政府幫助”。然而，馬斯克不應該收回他的聲明。他是絕對正確的。這就是爲什麼你可以相信阿里巴巴的股票(至少從近期來看是這樣)。特斯拉的首席執行官真是一針見血，他補充說，“美國，尤其是加州和紐約，你們贏了太久了。”當你贏了太久，你就會認爲一切都是理所當然的。”坦率地說，美國人已經失去了競爭的慾望。在找藉口方面，我們可能是第一，但在其他方面則不然。中國的情況正好相反。暫時忘掉地緣政治緊張局勢吧。你不會看到很多中國人像你在這裏那樣混亂。這種社會穩定對阿里巴巴的股票來說是一個積極因素。它有切實的影響。集體智慧保護了阿里巴巴的股票你必須尊重中國人對新冠病毒大流行的態度。當國家進入封鎖狀態時，他們就封鎖了。他們既沒有**，也沒有暴動。更重要的是，他們遵循科學專家的指導，沒有戲劇或抱怨。換句話說，他們不聽福克斯新聞或者其他類似的中國新聞。麥肯錫公司(McKinsey &amp; Company)的一項調查顯示，中國消費者已逐漸進行戶外活動。然而，他們是合理的，對參加大型活動表現出最大的謹慎。顯然，這對阿里巴巴的股票非常重要。在馬斯克看來，在中國市場，人們並不愚蠢。相反，他們在等待關鍵的里程碑來參與高風險的活動。相","text":"一家上市公司的首席執行官介紹另一家公司的投資理念，這種情況很少見。然而，特斯拉(Tesla)的埃隆•馬斯克(Elon Musk)就是這樣，他間接地給投資者提供了另一個考慮阿里巴巴(NYSE:BABA)和阿里巴巴股票的理由。在一份對中國工作文化的坦率評估中，馬斯克表示:中國在我看來很震撼。中國的能源是巨大的。那裏的人們——那裏有很多聰明勤勞的人。他們真的沒有自以爲傲，他們不自滿，而我在美國看到越來越多的自滿和特權，特別是在灣區、洛杉磯和紐約。CNBC的撰稿人勞拉·科洛德尼(Lora Kolodny)指出，馬斯克曾批評過的紐約州和加利福尼亞州爲他的企業提供了“大量稅收優惠、監管信貸和其他政府幫助”。然而，馬斯克不應該收回他的聲明。他是絕對正確的。這就是爲什麼你可以相信阿里巴巴的股票(至少從近期來看是這樣)。特斯拉的首席執行官真是一針見血，他補充說，“美國，尤其是加州和紐約，你們贏了太久了。”當你贏了太久，你就會認爲一切都是理所當然的。”坦率地說，美國人已經失去了競爭的慾望。在找藉口方面，我們可能是第一，但在其他方面則不然。中國的情況正好相反。暫時忘掉地緣政治緊張局勢吧。你不會看到很多中國人像你在這裏那樣混亂。這種社會穩定對阿里巴巴的股票來說是一個積極因素。它有切實的影響。集體智慧保護了阿里巴巴的股票你必須尊重中國人對新冠病毒大流行的態度。當國家進入封鎖狀態時，他們就封鎖了。他們既沒有**，也沒有暴動。更重要的是，他們遵循科學專家的指導，沒有戲劇或抱怨。換句話說，他們不聽福克斯新聞或者其他類似的中國新聞。麥肯錫公司(McKinsey & Company)的一項調查顯示，中國消費者已逐漸進行戶外活動。然而，他們是合理的，對參加大型活動表現出最大的謹慎。顯然，這對阿里巴巴的股票非常重要。在馬斯克看來，在中國市場，人們並不愚蠢。相反，他們在等待關鍵的里程碑來參與高風險的活動。相","images":[{"img":"https://static.tigerbbs.com/d4edf149d229efdaacd823a2f9f91c15","width":"640","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/944341105","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":956620326,"gmtCreate":1591680048365,"gmtModify":1705316123928,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not 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not?!","images":[{"img":"https://static.tigerbbs.com/8fd3e14fea6a710b5c86c010ff4abb92","width":"750","height":"2390"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118708758","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350823617,"gmtCreate":1616189346639,"gmtModify":1704791985258,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[{"img":"https://static.tigerbbs.com/474a3e08c6f2b2030497f6759df2f9fb","width":"750","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350823617","isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397696263,"gmtCreate":1608243172352,"gmtModify":1704974094484,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Square way to go!","listText":"Square way to go!","text":"Square way to go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397696263","repostId":"1193687314","repostType":4,"isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391684127,"gmtCreate":1606640022469,"gmtModify":1704966268477,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391684127","repostId":"391865987","repostType":1,"repost":{"id":391865987,"gmtCreate":1606561091049,"gmtModify":1704966153673,"author":{"id":"3507927418932492","authorId":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507927418932492","idStr":"3507927418932492"},"themes":[],"title":"大跌過後，拆解阿里巴巴的內在價值","htmlText":"扯個犢子002作爲歷來從沒有參與過雙11狂歡的淘寶垃圾用戶，我今年的雙11算是開了個荒，大手筆搶購了阿里巴巴的股票。隨着馬爸爸在外灘金融峯會拳打巴塞爾協議，腳踢我國金融體系，11月初螞蟻金服港股IPO在上市前一天被應聲叫停，被安排的老老實實的。一石激起千層浪，一時間全世界漫布着大大出手乾爸爸，馬雲藥丸，馬已今服，甚至阿里巴巴要倒閉的言論。於是乎阿里巴巴（本文所指全部爲阿里巴巴美股：<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;）股價從歷史新高317刀被砍了一刀又一刀，回到了今年8月份的價格250刀區間，大約跌去總市值的20%，市場一片哀嚎，慘不忍睹。俗話說得好：“別人恐懼我貪婪”，經過一頓分析，我眼含熱淚而堅定地認爲：打了8折之後的BABA他還是爸爸。下面就和各位扯一扯。幼兒園數學題來看市值題：爸爸手裏有十個蘋果，一個蘋果值2塊錢，但是爸爸大意了，掉地上兩個蘋果。問：爸爸現在剩下的蘋果值多少錢？答： 情況一：掉地上的蘋果被狗叼走了：10×2 - 2×2= 16（元）； 情況二：掉地上蘋果爸爸撿起來，但是髒了，一個只能賣一塊錢：10×2 – 2×1 = 18（元） 現在的情況和上面的幼兒園數學題區別不大。螞蟻金服在香港IPO的估值約爲2500億美元，阿里巴巴持有螞蟻金服33%的股份，也就是大約833億美元。做一個不可能的假設：螞蟻金服被直接槍斃，公司被捲鋪蓋解散，阿里巴巴市值也就應該減少833億美元。而反觀這次下跌，阿里巴巴的市值從大約8500億美元一路跌到大約6710億美元，我們來算一下：8500 - 6710=1790 (億美元)，跌去了兩個螞蟻金服的市值，這合理嗎？不合理，這不講武德！（寫這篇文章的時候馬保國被人民日報點名了，最近姓馬的同志們都不太順啊）其次，螞蟻這次","listText":"扯個犢子002作爲歷來從沒有參與過雙11狂歡的淘寶垃圾用戶，我今年的雙11算是開了個荒，大手筆搶購了阿里巴巴的股票。隨着馬爸爸在外灘金融峯會拳打巴塞爾協議，腳踢我國金融體系，11月初螞蟻金服港股IPO在上市前一天被應聲叫停，被安排的老老實實的。一石激起千層浪，一時間全世界漫布着大大出手乾爸爸，馬雲藥丸，馬已今服，甚至阿里巴巴要倒閉的言論。於是乎阿里巴巴（本文所指全部爲阿里巴巴美股：<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;）股價從歷史新高317刀被砍了一刀又一刀，回到了今年8月份的價格250刀區間，大約跌去總市值的20%，市場一片哀嚎，慘不忍睹。俗話說得好：“別人恐懼我貪婪”，經過一頓分析，我眼含熱淚而堅定地認爲：打了8折之後的BABA他還是爸爸。下面就和各位扯一扯。幼兒園數學題來看市值題：爸爸手裏有十個蘋果，一個蘋果值2塊錢，但是爸爸大意了，掉地上兩個蘋果。問：爸爸現在剩下的蘋果值多少錢？答： 情況一：掉地上的蘋果被狗叼走了：10×2 - 2×2= 16（元）； 情況二：掉地上蘋果爸爸撿起來，但是髒了，一個只能賣一塊錢：10×2 – 2×1 = 18（元） 現在的情況和上面的幼兒園數學題區別不大。螞蟻金服在香港IPO的估值約爲2500億美元，阿里巴巴持有螞蟻金服33%的股份，也就是大約833億美元。做一個不可能的假設：螞蟻金服被直接槍斃，公司被捲鋪蓋解散，阿里巴巴市值也就應該減少833億美元。而反觀這次下跌，阿里巴巴的市值從大約8500億美元一路跌到大約6710億美元，我們來算一下：8500 - 6710=1790 (億美元)，跌去了兩個螞蟻金服的市值，這合理嗎？不合理，這不講武德！（寫這篇文章的時候馬保國被人民日報點名了，最近姓馬的同志們都不太順啊）其次，螞蟻這次","text":"扯個犢子002作爲歷來從沒有參與過雙11狂歡的淘寶垃圾用戶，我今年的雙11算是開了個荒，大手筆搶購了阿里巴巴的股票。隨着馬爸爸在外灘金融峯會拳打巴塞爾協議，腳踢我國金融體系，11月初螞蟻金服港股IPO在上市前一天被應聲叫停，被安排的老老實實的。一石激起千層浪，一時間全世界漫布着大大出手乾爸爸，馬雲藥丸，馬已今服，甚至阿里巴巴要倒閉的言論。於是乎阿里巴巴（本文所指全部爲阿里巴巴美股：$阿里巴巴(BABA)$ ）股價從歷史新高317刀被砍了一刀又一刀，回到了今年8月份的價格250刀區間，大約跌去總市值的20%，市場一片哀嚎，慘不忍睹。俗話說得好：“別人恐懼我貪婪”，經過一頓分析，我眼含熱淚而堅定地認爲：打了8折之後的BABA他還是爸爸。下面就和各位扯一扯。幼兒園數學題來看市值題：爸爸手裏有十個蘋果，一個蘋果值2塊錢，但是爸爸大意了，掉地上兩個蘋果。問：爸爸現在剩下的蘋果值多少錢？答： 情況一：掉地上的蘋果被狗叼走了：10×2 - 2×2= 16（元）； 情況二：掉地上蘋果爸爸撿起來，但是髒了，一個只能賣一塊錢：10×2 – 2×1 = 18（元） 現在的情況和上面的幼兒園數學題區別不大。螞蟻金服在香港IPO的估值約爲2500億美元，阿里巴巴持有螞蟻金服33%的股份，也就是大約833億美元。做一個不可能的假設：螞蟻金服被直接槍斃，公司被捲鋪蓋解散，阿里巴巴市值也就應該減少833億美元。而反觀這次下跌，阿里巴巴的市值從大約8500億美元一路跌到大約6710億美元，我們來算一下：8500 - 6710=1790 (億美元)，跌去了兩個螞蟻金服的市值，這合理嗎？不合理，這不講武德！（寫這篇文章的時候馬保國被人民日報點名了，最近姓馬的同志們都不太順啊）其次，螞蟻這次","images":[{"img":"https://static.tigerbbs.com/b3f6917a95ebc0f59a7fde1775d93264","width":"900","height":"467"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391865987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393060980,"gmtCreate":1606212769440,"gmtModify":1704964294391,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>?‍♀️?‍♀️","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>?‍♀️?‍♀️","text":"$Sundial Growers Inc.(SNDL)$?‍♀️?‍♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393060980","isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307744802,"gmtCreate":1605656237806,"gmtModify":1704961555217,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307744802","repostId":"1190929289","repostType":4,"repost":{"id":"1190929289","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":1605653856,"share":"https://ttm.financial/m/news/1190929289?lang=en_US&edition=fundamental","pubTime":"2020-11-18 06:57","market":"sh","language":"zh","title":"Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190929289","media":"老虎资讯综合","summary":"财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。","content":"<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</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>Nio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%</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\">\nNio's Q3 revenue was 4.526 billion yuan, a year-on-year increase of 146.4%\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\">2020-11-18 06:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on November 17,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the third quarter 2020 financial report. The financial report shows that in the third quarter ended September 30, Nio's revenue was 4.526 billion yuan, higher than market expectations of 4.38 billion yuan, a year-on-year increase of 146.4% and a quarter-on-quarter increase of 21.7%. The adjusted loss per share was 0.82 yuan, and the market expected a loss of 1.22 yuan.</p><p>The adjusted quarterly net loss under non-GAAP items was 997.8 million yuan, a decrease of 59.3% from the net loss of 2.451 billion yuan in the same period last year, and a decrease of 11.8% from the net loss of 1.177 billion yuan in the second quarter of this year; The adjusted net loss attributable to common shareholders was 996 million yuan.</p><p>The quarter recorded a gross profit of 586 million yuan, an increase of 273 million yuan from the second quarter, while the third quarter of 2019 recorded a gross loss of 222 million yuan. This caused the comprehensive gross profit margin to jump sharply from 8.4% in the second quarter to 12.9%, which was negative 12.1% in the third quarter of 2019. In the second quarter of this year, Nio's gross profit margin turned positive for the first time in history and remained positive.</p><p>The company expects revenue in the fourth quarter of 2020 to be between 6.26 billion and 6.44 billion yuan, higher than analysts' expectations of 5.42 billion yuan. It is expected to deliver 16,500 to 17,000 electric vehicles in the fourth quarter. As of the end of the third quarter, the cash reserves held were 22.2 billion yuan, almost double the 11.2 billion yuan held at the end of the second quarter.</p><p><img src=\"https://static.tigerbbs.com/229a397a00285bd66c3f087289db9587\" tg-width=\"1200\" tg-height=\"351\"></p><p>Nio's stock price fluctuated after hours, and as of press time, it still fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f5c0905d9fb3150861cf44edc555799d\" tg-width=\"867\" tg-height=\"663\"></p><p>In terms of projects, Nio's car sales in the third quarter were 4.267 billion yuan, a year-on-year increase of 146.1% and a quarter-on-quarter increase of 22.4%, mainly due to the sales growth of best-selling models such as ES6 and ES8. In the second quarter, car sales also increased year-on-year. A significant increase of more than 146%.</p><p>The gross profit margin of automobile sales was 14.5%, higher than 9.7% in the second quarter of this year. In the third quarter of 2019, it was negative 6.8%, mainly due to the decrease in the purchase price of certain materials and the increase in ES6 and ES8 production in the third quarter, which led to unit manufacturing costs.</p><p>Other sales were 259 million yuan, a year-on-year increase of 150.7% and a quarter-on-quarter increase of 11.3%, mainly due to the increase in revenue generated by home charging pile installation, service and energy package subscriptions, and sold accessories, which was consistent with the increase in car sales in the third quarter. But in the second quarter, this revenue increased by nearly 148% year-on-year and 100% quarter-on-quarter.</p><p>In addition, Nio's cost of sales in the third quarter was 3.94 billion yuan, a year-on-year increase of 91.4% and a quarter-on-quarter increase of 15.7%, mainly due to the year-on-year increase in the delivery volume of ES6 and ES8. R&D expenses were 591 million yuan, a year-on-year decrease of 42.3% and a quarter-on-quarter increase of 8.4%. The higher R&D expenses last year were related to the design and development of EC6 and the new launch of ES8 in the fourth quarter of 2019. Sales, general affairs and administrative expenses were 940 million yuan, a year-on-year decrease of 19.2% and a slight increase of 0.4% month-on-month, mainly due to savings in total costs and improved operational efficiency of marketing and other support functions.</p><p>Nio Motor said in its financial report statement that as vehicle deliveries hit a record high in the third quarter, coupled with further improvements in average selling prices, material costs and manufacturing efficiency,<b>The gross profit margin of automobile sales has been effectively improved, and positive cash flow from operating activities has been achieved for two consecutive quarters. The company's bicycle sales and comprehensive management expenses decreased by 68.2% year-on-year, and the systematic efficiency was significantly improved.</b></p><p>In the third quarter of this year, Nio Motors delivered a total of 12,206 vehicles, exceeding the upper limit of the company's official guidance (11,500 to 11,500 vehicles), a year-on-year increase of 154.3%, of which 4,708 vehicles were delivered in September, a single-month high, a year-on-year increase of 133.2%, including 3,210 ES6, 1,428 ES8 and 16 initially delivered electric vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Coupe SUV Nio EC6.</p><p>At the beginning of the fourth quarter, Nio's delivery data was also very impressive. In October this year, 5,055 new cars were delivered, continuing to set a new high in the number of brand monthly deliveries, doubling year-on-year, and achieving year-on-year growth for the eighth consecutive month since March this year. Among them, 883 EC6 vehicles were delivered, which is the first monthly large-scale delivery of this new product. All three Nio models have shown a hot sales trend.</p><p>This is not only the first time that Nio's monthly deliveries have exceeded 5,000 vehicles, but also the first time that the monthly sales of Chinese high-end car brands have exceeded 5,000 vehicles. In the first ten months of this year, Nio delivered a total of 31,430 vehicles, a year-on-year increase of 111.4%. Since June 2018, it has delivered a total of 63,343 vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190929289","content_text":"11月17日美股盘后，蔚来发布2020年第三季度财报。财报显示，截至9月30日的第三季度，蔚来营收45.26亿元人民币，高于市场预期的43.8亿元，同比大增146.4%，环比增长21.7%。调整后每股亏损0.82元，市场预期亏损1.22元。非GAAP项下的调整后季度净亏损为9.978亿元，较去年同期的净亏损24.51亿元减少59.3%，较今年二季度的净亏损11.77亿元下滑11.8%；调整后归属普通股股东的净亏损为9.96亿元。当季录得毛利润5.86亿元，较第二季度环比增加2.73亿元，而2019年第三季度曾录得毛亏损2.22亿元。这令综合毛利率从二季度的8.4%大幅跃升至12.9%，2019年三季度曾为负12.1%。今年二季度蔚来的毛利率史上首次转正，并保持在正数状态。公司预计，2020年第四季度营收为62.6亿至64.4亿元之间，高于分析师预期的54.2亿元，预计四季度交付16500至17000辆电动车。截至三季度末所持现金储备222亿元，较二季度末所持的112亿元几乎翻倍。蔚来股价盘后震荡，截至发稿，仍跌超2%。分项目来看，蔚来三季度的汽车销售额为42.67亿元，同比大增146.1%，环比增22.4%，主要由于ES6和ES8等畅销车型的销售增长，二季度时汽车销售额也曾同比大增逾146%。汽车销售毛利率为14.5%，高于今年二季度的9.7%，2019年三季度曾为负6.8%，主要由于某些材料的购买价格下降，以及三季度ES6和ES8产量提升导致单位制造成本降低。其他销售额为2.59亿元，同比激增150.7%，环比增11.3%，主要由于家用充电桩安装、服务和能源套餐订阅以及已售出的配件产生的收入增加，与三季度汽车销量增长一致。但二季度时，这一收入曾同比增长近148%，环比大增100%。此外，三季度蔚来的销售成本为39.4亿元，同比增长91.4%，环比增15.7%，主要由于ES6和ES8的交付量同比增加。研发开支为5.91亿元，同比减少42.3%，环比增8.4%，去年研发费用较高与EC6设计开发和2019年四季度全新推出ES8有关。销售、总务与行政开支为9.4亿元，同比减少19.2%，环比微增0.4%，主要得益于节省了总成本，并提高营销和其他支持功能的运营效率。蔚来汽车在财报声明中表示，由于三季度汽车交付量再创史高，外加平均售价、材料成本和制造效率进一步改善，汽车销售毛利率得以切实提升，并连续两个季度获得正的经营活动现金流。公司的单车销售及综合管理费用同比下降68.2%，体系化效率显著提升。今年三季度，蔚来汽车共交付12206辆汽车，超过公司官方指引的上限（1.1至1.15万辆），同比增长154.3%，其中9月交付4708辆，创单月新高，同比涨133.2%，包括了3210辆ES6、1428辆ES8和16辆初始交付的电动智能轿跑SUV蔚来EC6。第四季度伊始，蔚来的交付数据也非常亮眼。今年10月交付新车5055辆，续创品牌单月交付数新高，同比翻倍，并自今年3月以来连续第8个月实现同比增长。其中，EC6交付883辆，是这一新品的首个月度大规模交付，蔚来三款车型均已呈现出热销态势。这不仅是蔚来月度交付数首次突破5000辆，也是中国高端汽车品牌月销量首次突破5000辆。今年前十月蔚来累计交付31430辆，同比涨111.4%，自2018年6月至今已累计交付63343辆。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307937637,"gmtCreate":1605390305529,"gmtModify":1704960422919,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Great 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&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;公告&nbsp; &nbsp; &nbsp;安泰科技與現代汽車等簽訂三方《氫燃料重卡應用推廣項目合作協議》安泰科技晚間公告，11月4日，安泰科技、河鋼工業技術與現代汽車三方共同簽訂《氫燃料重卡應用推廣項目合作協議》。建設機械副董事長擬增持不超300萬股公司股份建設機械晚間公告，公司副董事長柴昭一先生擬自本公告披露之日起6個月內通過集中競價交易方式增持公司股份，增持股份合計不超過3,000,000股，不超過公司總股本約0.3102%，本次增持價格不高於20元/股","listText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;公告&nbsp; &nbsp; &nbsp;安泰科技與現代汽車等簽訂三方《氫燃料重卡應用推廣項目合作協議》安泰科技晚間公告，11月4日，安泰科技、河鋼工業技術與現代汽車三方共同簽訂《氫燃料重卡應用推廣項目合作協議》。建設機械副董事長擬增持不超300萬股公司股份建設機械晚間公告，公司副董事長柴昭一先生擬自本公告披露之日起6個月內通過集中競價交易方式增持公司股份，增持股份合計不超過3,000,000股，不超過公司總股本約0.3102%，本次增持價格不高於20元/股","text":"公告 安泰科技與現代汽車等簽訂三方《氫燃料重卡應用推廣項目合作協議》安泰科技晚間公告，11月4日，安泰科技、河鋼工業技術與現代汽車三方共同簽訂《氫燃料重卡應用推廣項目合作協議》。建設機械副董事長擬增持不超300萬股公司股份建設機械晚間公告，公司副董事長柴昭一先生擬自本公告披露之日起6個月內通過集中競價交易方式增持公司股份，增持股份合計不超過3,000,000股，不超過公司總股本約0.3102%，本次增持價格不高於20元/股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302707564","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308122140,"gmtCreate":1603895610480,"gmtModify":1704954256707,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308122140","repostId":"303817712","repostType":1,"repost":{"id":303817712,"gmtCreate":1603094920136,"gmtModify":1705071246257,"author":{"id":"3473459794537757","authorId":"3473459794537757","name":"MidasMike","avatar":"https://static.tigerbbs.com/9e2dead9a465d32baaf0757bd5e97938","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3473459794537757","idStr":"3473459794537757"},"themes":[],"title":"知行合一：Baillie Gifford如何實現長期主義","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a>&nbsp;七年重倉陪跑特斯拉後，蘇格蘭資產管理公司Baillie Gifford（“柏基”）在高位減持約近四成倉位並獲利約170億美元，這家低調的百年老店突然成爲中國投資圈裏的網紅。在對Baillie Gifford的投資風格進行了初步覆盤之後（可參考Baillie Gifford的長線思維：陪跑特斯拉七年獲利千億），另外一個問題開始引起了我的極大興趣：Baillie Gifford如何有效地構建起行之有效的長線投資體系？如何真正做到了“Actual investors think in decades, not in quarters？”長期主義知易行難，但是Baillie Gifford卻成功地踐行了這一理念：其投資平均持倉週期接近10年，並且視期間的價格波動、新聞甚至季報爲噪音；然而旗艦基金SMIT過去十年淨值增長768%，而BG則成爲英國成長最快的資管公司，資管規模在過去五年已經翻番並高達 2620億英鎊。下圖：Baillie Gi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a>&nbsp;七年重倉陪跑特斯拉後，蘇格蘭資產管理公司Baillie Gifford（“柏基”）在高位減持約近四成倉位並獲利約170億美元，這家低調的百年老店突然成爲中國投資圈裏的網紅。在對Baillie Gifford的投資風格進行了初步覆盤之後（可參考Baillie Gifford的長線思維：陪跑特斯拉七年獲利千億），另外一個問題開始引起了我的極大興趣：Baillie Gifford如何有效地構建起行之有效的長線投資體系？如何真正做到了“Actual investors think in decades, not in quarters？”長期主義知易行難，但是Baillie Gifford卻成功地踐行了這一理念：其投資平均持倉週期接近10年，並且視期間的價格波動、新聞甚至季報爲噪音；然而旗艦基金SMIT過去十年淨值增長768%，而BG則成爲英國成長最快的資管公司，資管規模在過去五年已經翻番並高達 2620億英鎊。下圖：Baillie Gi","text":"$SCOTTISH MORT(SMT.UK)$ $特斯拉(TSLA)$ $蔚來(NIO)$ $亞馬遜(AMZN)$ $騰訊控股(00700)$ 七年重倉陪跑特斯拉後，蘇格蘭資產管理公司Baillie Gifford（“柏基”）在高位減持約近四成倉位並獲利約170億美元，這家低調的百年老店突然成爲中國投資圈裏的網紅。在對Baillie Gifford的投資風格進行了初步覆盤之後（可參考Baillie Gifford的長線思維：陪跑特斯拉七年獲利千億），另外一個問題開始引起了我的極大興趣：Baillie Gifford如何有效地構建起行之有效的長線投資體系？如何真正做到了“Actual investors think in decades, not in quarters？”長期主義知易行難，但是Baillie Gifford卻成功地踐行了這一理念：其投資平均持倉週期接近10年，並且視期間的價格波動、新聞甚至季報爲噪音；然而旗艦基金SMIT過去十年淨值增長768%，而BG則成爲英國成長最快的資管公司，資管規模在過去五年已經翻番並高達 2620億英鎊。下圖：Baillie Gi","images":[{"img":"https://static.tigerbbs.com/8699ecabd64be7b7e85d9e7a5f0fa609","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/46a1dfd27dba848799ec3db5a39bca54","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/2274d06bc4ebd92680210be592ad0192","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303817712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308162122,"gmtCreate":1603894657366,"gmtModify":1704954244525,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308162122","repostId":"301784892","repostType":1,"repost":{"id":301784892,"gmtCreate":1603768420712,"gmtModify":1705073161931,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"【乾貨】螞蟻打新看這篇就夠了","htmlText":"關於螞蟻集團港股打新介紹的合集，全是乾貨，建議收藏後閱讀。這篇文章我們分爲3部分，分別講述港股打新的基礎內容，關於螞蟻集團上市進程的日常更新及媒體觀點，以及虎友對於螞蟻集團打新的看點。螞蟻集團正在招股，<a href=\"https://r.tigerbbs.com/lrg7\" target=\"_blank\">戳我參與認購</a> 公司計劃發行16.71億股H股，其中香港公開發售股份約4,176.8萬股H股，佔H股發行總數約2.5%；國際配售約16.29億股H股，佔總數約97.5% 招股價：每股招股價80港元，每手50股，入場費4,040.31元 申購時間：10月27日（明日）-10月30日（週五）中午截止，預計11月5日掛牌上市。 聯席保薦人：花旗、摩根大通、摩根士丹利及中金 股票代碼：<a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$螞蟻集團(06688)$</a> 港股打新的基礎內容 <a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/course&amp;rndata={&quot;gid&quot;:&quot;C20181129061926867&quot;}\" target=\"_blank\">基礎課程：港股入門</a> <a href=\"https://www.laohu8.com/college/column/C20190612055402138\" target=\"_blank\">基礎課程：美港股打新指南</a> <a href=\"https://www.laohu8.com/college/column/C20181129085311242\" target=\"_blank\">公開課：兩節課搞懂港股打新</a>","listText":"關於螞蟻集團港股打新介紹的合集，全是乾貨，建議收藏後閱讀。這篇文章我們分爲3部分，分別講述港股打新的基礎內容，關於螞蟻集團上市進程的日常更新及媒體觀點，以及虎友對於螞蟻集團打新的看點。螞蟻集團正在招股，<a href=\"https://r.tigerbbs.com/lrg7\" target=\"_blank\">戳我參與認購</a> 公司計劃發行16.71億股H股，其中香港公開發售股份約4,176.8萬股H股，佔H股發行總數約2.5%；國際配售約16.29億股H股，佔總數約97.5% 招股價：每股招股價80港元，每手50股，入場費4,040.31元 申購時間：10月27日（明日）-10月30日（週五）中午截止，預計11月5日掛牌上市。 聯席保薦人：花旗、摩根大通、摩根士丹利及中金 股票代碼：<a target=\"_blank\" href=\"https://laohu8.com/S/06688\">$螞蟻集團(06688)$</a> 港股打新的基礎內容 <a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/course&amp;rndata={&quot;gid&quot;:&quot;C20181129061926867&quot;}\" target=\"_blank\">基礎課程：港股入門</a> <a href=\"https://www.laohu8.com/college/column/C20190612055402138\" target=\"_blank\">基礎課程：美港股打新指南</a> <a href=\"https://www.laohu8.com/college/column/C20181129085311242\" target=\"_blank\">公開課：兩節課搞懂港股打新</a>","text":"關於螞蟻集團港股打新介紹的合集，全是乾貨，建議收藏後閱讀。這篇文章我們分爲3部分，分別講述港股打新的基礎內容，關於螞蟻集團上市進程的日常更新及媒體觀點，以及虎友對於螞蟻集團打新的看點。螞蟻集團正在招股，戳我參與認購 公司計劃發行16.71億股H股，其中香港公開發售股份約4,176.8萬股H股，佔H股發行總數約2.5%；國際配售約16.29億股H股，佔總數約97.5% 招股價：每股招股價80港元，每手50股，入場費4,040.31元 申購時間：10月27日（明日）-10月30日（週五）中午截止，預計11月5日掛牌上市。 聯席保薦人：花旗、摩根大通、摩根士丹利及中金 股票代碼：$螞蟻集團(06688)$ 港股打新的基礎內容 基礎課程：港股入門 基礎課程：美港股打新指南 公開課：兩節課搞懂港股打新","images":[{"img":"https://static.tigerbbs.com/60cf687b906507389cd5c8804b415adb","width":"900","height":"600"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301784892","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309344842,"gmtCreate":1602585926886,"gmtModify":1705069741808,"author":{"id":"3553335205895435","authorId":"3553335205895435","name":"修炼吧","avatar":"https://static.tigerbbs.com/a42aaefec61dc33f634a4cbea770c9a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553335205895435","idStr":"3553335205895435"},"themes":[],"htmlText":"Not bad，worth reading","listText":"Not bad，worth reading","text":"Not bad，worth reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309344842","repostId":"309032451","repostType":1,"repost":{"id":309032451,"gmtCreate":1602491564873,"gmtModify":1705069404113,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"成長股加速上漲，這三隻將脫穎而出？","htmlText":"哪些股票總是在投資者的願望清單上?成長型股票。華爾街的專業人士一次又一次地指出，增長前景高於平均水平的股票是必須擁有的股票，因爲從長遠來看，它們能帶來豐厚的回報。當我們說高於平均水平時，我們真的不是在開玩笑。今年迄今爲止，這類股票已經取得了令人矚目的漲幅，但這僅僅是個開始。這種勝利可能會持續整個2020年甚至更久。心中有一個目標是一回事，但投資者究竟該如何追蹤這些股票呢?利用TipRanks的數據庫，我們對華爾街進行了掃描，尋找那些經分析師認可的股票，這些股票在2020年表現出了驚人的漲幅，而且在未來一年裏還將繼續攀升。這裏是所有的細節。<a target=\"_blank\" href=\"https://laohu8.com/S/STMP\">$Stamps.com Inc(STMP)$</a>&nbsp;Stamps.com (STMP)Stamps.com提供在線郵寄和運輸服務，讓客戶可以輕鬆打印美國郵政總局批准的郵資。儘管今年迄今該公司股價已上漲215%，但一些分析師認爲該公司還有更大的上漲空間。在最近一次與管理層的談話後， National Research的Allen Klee對STMP抱有很高的期望。這位分析師告訴客戶，他的主要結論是“Stamps.com已經做好了從加速增長的電子商務需求中獲益的準備。”更重要的是，他相信其產品的深度功能、整合、運營商關係和處理速度都能助其一臂之力。當談到STMP的收入，80%來自運輸，這使得它“利用積極的電子商務趨勢，”分析師指出: “我們預計，隨着時間的推移，運輸收入佔總收入的比例還會提升 。此外，我們認爲，該公司將獲得國際增長和潛在的市場份額收益。”分析師補充稱，\"該公司通過擴大產品和服務、進行國際投資以及使運營商關係多樣化，改善了增長前景並降低了風險。\"這些投資與該公司收購的兩家公司MetaPack和ShipStation的","listText":"哪些股票總是在投資者的願望清單上?成長型股票。華爾街的專業人士一次又一次地指出，增長前景高於平均水平的股票是必須擁有的股票，因爲從長遠來看，它們能帶來豐厚的回報。當我們說高於平均水平時，我們真的不是在開玩笑。今年迄今爲止，這類股票已經取得了令人矚目的漲幅，但這僅僅是個開始。這種勝利可能會持續整個2020年甚至更久。心中有一個目標是一回事，但投資者究竟該如何追蹤這些股票呢?利用TipRanks的數據庫，我們對華爾街進行了掃描，尋找那些經分析師認可的股票，這些股票在2020年表現出了驚人的漲幅，而且在未來一年裏還將繼續攀升。這裏是所有的細節。<a target=\"_blank\" href=\"https://laohu8.com/S/STMP\">$Stamps.com Inc(STMP)$</a>&nbsp;Stamps.com (STMP)Stamps.com提供在線郵寄和運輸服務，讓客戶可以輕鬆打印美國郵政總局批准的郵資。儘管今年迄今該公司股價已上漲215%，但一些分析師認爲該公司還有更大的上漲空間。在最近一次與管理層的談話後， National Research的Allen Klee對STMP抱有很高的期望。這位分析師告訴客戶，他的主要結論是“Stamps.com已經做好了從加速增長的電子商務需求中獲益的準備。”更重要的是，他相信其產品的深度功能、整合、運營商關係和處理速度都能助其一臂之力。當談到STMP的收入，80%來自運輸，這使得它“利用積極的電子商務趨勢，”分析師指出: “我們預計，隨着時間的推移，運輸收入佔總收入的比例還會提升 。此外，我們認爲，該公司將獲得國際增長和潛在的市場份額收益。”分析師補充稱，\"該公司通過擴大產品和服務、進行國際投資以及使運營商關係多樣化，改善了增長前景並降低了風險。\"這些投資與該公司收購的兩家公司MetaPack和ShipStation的","text":"哪些股票總是在投資者的願望清單上?成長型股票。華爾街的專業人士一次又一次地指出，增長前景高於平均水平的股票是必須擁有的股票，因爲從長遠來看，它們能帶來豐厚的回報。當我們說高於平均水平時，我們真的不是在開玩笑。今年迄今爲止，這類股票已經取得了令人矚目的漲幅，但這僅僅是個開始。這種勝利可能會持續整個2020年甚至更久。心中有一個目標是一回事，但投資者究竟該如何追蹤這些股票呢?利用TipRanks的數據庫，我們對華爾街進行了掃描，尋找那些經分析師認可的股票，這些股票在2020年表現出了驚人的漲幅，而且在未來一年裏還將繼續攀升。這裏是所有的細節。$Stamps.com Inc(STMP)$ Stamps.com (STMP)Stamps.com提供在線郵寄和運輸服務，讓客戶可以輕鬆打印美國郵政總局批准的郵資。儘管今年迄今該公司股價已上漲215%，但一些分析師認爲該公司還有更大的上漲空間。在最近一次與管理層的談話後， National Research的Allen Klee對STMP抱有很高的期望。這位分析師告訴客戶，他的主要結論是“Stamps.com已經做好了從加速增長的電子商務需求中獲益的準備。”更重要的是，他相信其產品的深度功能、整合、運營商關係和處理速度都能助其一臂之力。當談到STMP的收入，80%來自運輸，這使得它“利用積極的電子商務趨勢，”分析師指出: “我們預計，隨着時間的推移，運輸收入佔總收入的比例還會提升 。此外，我們認爲，該公司將獲得國際增長和潛在的市場份額收益。”分析師補充稱，\"該公司通過擴大產品和服務、進行國際投資以及使運營商關係多樣化，改善了增長前景並降低了風險。\"這些投資與該公司收購的兩家公司MetaPack和ShipStation的","images":[{"img":"https://static.tigerbbs.com/13064e9fdc01673ff84978284056e5e0","width":"590","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309032451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}