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飞车手

飞车手

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2021-06-09

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Opening: Hang Seng Index fell 0.04%, pharmaceutical stocks continued to be active

2021-04-02

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"The first shared charging stock" is here! Monster charging rose nearly 6%!

2021-07-06

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2021-04-20

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Meituan places 187 million shares at HK $265-274 per share

2021-04-05

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@华商韬略:信記號年份普洱茶｜四大產地茶王樹保護及開採：老班章站

2021-07-13

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@投资小达人:投資小達人一點點個人的投資直觀感受和經驗之談。

2021-06-30

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2021-06-28

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2021-06-23

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2021-06-16

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其中，今夜最受關注的&nbsp;美聯儲 將開啓爲期兩天的議息會議，將公佈： 最新的利率決議、經濟預測以及加息點陣圖。 於此同時，9月19日，美國財政部長&nbsp;耶倫&nbsp;警告： 如果美國國會不迅速提高**債務上限或暫停其生效，**在今年10月可能出現債務違約，並會造成廣泛的 “經濟災難”，美國政府債務違約很可能引發一場 “歷史性的金融危機”。 對此，有專家分析，美聯儲的官員們已經有了初步共識，或將逐步減少每月1200億美元的資產收購。意思就是說，在無法加息的情況下，考慮先把水龍頭關小，讓泡沫和通脹先不要發展的太快。 加之疫情反彈、經濟復甦緩慢、通脹上漲等諸多偏空信息，使得美股產生了嚴重多空分歧。 <a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 表示，當前美股的高估值加劇了市場的脆弱性，一旦經濟增長受到衝擊，股票有可能很快被拋售。但同時，高盛首席全球股票策略師Peter Oppenheimer&nbsp;又認爲，投資者應該利用市場回調10%時來增持股票，這是抄底的好機會。 <a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ，將美股評級下調爲“減持”。 <a href=\"https://laohu8.com/S/00005\">$匯豐控股(00005)$</a> 的策略師則認爲，這是一個“逢低買入”的機會，因爲市場對經濟前景的預期“過度悲觀”。 總之，機構和散戶都產生了較大的分歧，美股也走出了罕見的大跌：…… 最後，大家聊一聊： 你如何看待當下的美股？ 精彩留言用戶可獲得888社區積分噢！ <a href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI</a>","listText":"本週，超級勁爆央行周來襲，十餘家央行將公佈利率決議，另外，歐美多個地區將公佈最新PMI數據。 其中，今夜最受關注的&nbsp;美聯儲 將開啓爲期兩天的議息會議，將公佈： 最新的利率決議、經濟預測以及加息點陣圖。 於此同時，9月19日，美國財政部長&nbsp;耶倫&nbsp;警告： 如果美國國會不迅速提高**債務上限或暫停其生效，**在今年10月可能出現債務違約，並會造成廣泛的 “經濟災難”，美國政府債務違約很可能引發一場 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表示，當前美股的高估值加劇了市場的脆弱性，一旦經濟增長受到衝擊，股票有可能很快被拋售。但同時，高盛首席全球股票策略師Peter Oppenheimer 又認爲，投資者應該利用市場回調10%時來增持股票，這是抄底的好機會。 $摩根士丹利(MS)$ ，將美股評級下調爲“減持”。 $匯豐控股(00005)$ 的策略師則認爲，這是一個“逢低買入”的機會，因爲市場對經濟前景的預期“過度悲觀”。 總之，機構和散戶都產生了較大的分歧，美股也走出了罕見的大跌：…… 最後，大家聊一聊： 你如何看待當下的美股？ 精彩留言用戶可獲得888社區積分噢！ $道瓊斯(.DJI","images":[{"img":"https://static.tigerbbs.com/c42b45a41633e537b513f95b4aab0e1a","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869652964","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1569,"gmtBegin":1632284428681,"gmtEnd":1633493944239,"type":1,"upper":1,"title":"如何看待當下的美股？","choices":[{"id":5779,"sort":1,"name":"風險極大，可能會有一次暴跌!","userSize":90,"voted":false},{"id":5780,"sort":2,"name":"抄底機會！提高債務上限，美股再創新高！","userSize":97,"voted":false},{"id":5781,"sort":3,"name":"先觀望一下，跌個10%就差不多了...","userSize":66,"voted":false}]},"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863629986,"gmtCreate":1632387744345,"gmtModify":1676530769914,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863629986","repostId":"882300138","repostType":1,"repost":{"id":882300138,"gmtCreate":1631659367224,"gmtModify":1676530599856,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BUOU.SI\">$FRASERS LOGISTICS &amp; IND TRUST(BUOU.SI)$</a>&nbsp;is a Real Estate Investment Trust that owns 103 industrial and commercial properties worth Singapore Dollars 6.8 billion as at 30 June 2021. These properties are diversified across Singapore, Australia, Germany, the Netherlands and United Kingdom.The portfolio is also well diversified into Logistics, offices and business parks and CBD commercial. Logistics and Industrial form the bulk of it at 57.9%.&nbsp; The important point&nbsp;to note is that no single tenant accounts for more than 4.7% of gross rental income.&nbsp; The current WALE stands at 4.9 years as at 30 June 2021.Yet another good point is that its aggregate leverage stands at just 36.4%. FLCT is also backed by a strong sponsor&nbsp;","listText":"<a href=\"https://laohu8.com/S/BUOU.SI\">$FRASERS LOGISTICS &amp; IND TRUST(BUOU.SI)$</a>&nbsp;is a Real Estate Investment Trust that owns 103 industrial and commercial properties worth Singapore Dollars 6.8 billion as at 30 June 2021. These properties are diversified across Singapore, Australia, Germany, the Netherlands and United Kingdom.The portfolio is also well diversified into Logistics, offices and business parks and CBD commercial. Logistics and Industrial form the bulk of it at 57.9%.&nbsp; The important point&nbsp;to note is that no single tenant accounts for more than 4.7% of gross rental income.&nbsp; The current WALE stands at 4.9 years as at 30 June 2021.Yet another good point is that its aggregate leverage stands at just 36.4%. FLCT is also backed by a strong sponsor&nbsp;","text":"$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$ is a Real Estate Investment Trust that owns 103 industrial and commercial properties worth Singapore Dollars 6.8 billion as at 30 June 2021. These properties are diversified across Singapore, Australia, Germany, the Netherlands and United Kingdom.The portfolio is also well diversified into Logistics, offices and business parks and CBD commercial. Logistics and Industrial form the bulk of it at 57.9%. The important point to note is that no single tenant accounts for more than 4.7% of gross rental income. The current WALE stands at 4.9 years as at 30 June 2021.Yet another good point is that its aggregate leverage stands at just 36.4%. FLCT is also backed by a strong sponsor","images":[{"img":"https://static.tigerbbs.com/f4ce8fa4b621bdc7ed828bbc8f633090","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882300138","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863629032,"gmtCreate":1632387724026,"gmtModify":1676530769908,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863629032","repostId":"884197008","repostType":1,"repost":{"id":884197008,"gmtCreate":1631865203904,"gmtModify":1676530656064,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"themes":[],"title":"17 Sep 2021: My Updated thoughts on Alibaba","htmlText":"Alibaba is a company that everyone knows. We even know Charlie Munger did take a position in Alibaba. Is he still holding the shares? This is something that I do not know. Undoubtedly, Alibaba is a very big company, with many lines of businesses. Is Big still pretty now? We will leave my thoughts in response to this question towards the end of the article.Alibaba share price chart (US)Alibaba share price chart (US)If readers remembered, I touched on Alibaba long ago saying that I will not touch Alibaba at current price level. This is not a case of the business problems though it may be on going into the next few years. Rather, one should note that Alibaba share price led the decline of other Chinese tech stocks a couple of months ahead of others. Alibaba's price decline begins way back in","listText":"Alibaba is a company that everyone knows. We even know Charlie Munger did take a position in Alibaba. Is he still holding the shares? This is something that I do not know. Undoubtedly, Alibaba is a very big company, with many lines of businesses. Is Big still pretty now? We will leave my thoughts in response to this question towards the end of the article.Alibaba share price chart (US)Alibaba share price chart (US)If readers remembered, I touched on Alibaba long ago saying that I will not touch Alibaba at current price level. This is not a case of the business problems though it may be on going into the next few years. Rather, one should note that Alibaba share price led the decline of other Chinese tech stocks a couple of months ahead of others. Alibaba's price decline begins way back in","text":"Alibaba is a company that everyone knows. We even know Charlie Munger did take a position in Alibaba. Is he still holding the shares? This is something that I do not know. Undoubtedly, Alibaba is a very big company, with many lines of businesses. Is Big still pretty now? We will leave my thoughts in response to this question towards the end of the article.Alibaba share price chart (US)Alibaba share price chart (US)If readers remembered, I touched on Alibaba long ago saying that I will not touch Alibaba at current price level. This is not a case of the business problems though it may be on going into the next few years. Rather, one should note that Alibaba share price led the decline of other Chinese tech stocks a couple of months ahead of others. Alibaba's price decline begins way back 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2009 年 3 月，我國正式宣佈：發展以【純電動汽車】爲突破的新能源汽車戰略。 從此，確立了我國汽車發展的新路線。 一個月後，特斯拉第一款電動車 Roadster Sport 宣佈開始接受訂單。 與此同時，在奧巴馬的支持下，Tesla 獲得了 4.65 億美元的低息貸款。 兩年後，奧巴馬宣佈： 到 2015 年美國爭取實現年產銷 100 萬輛新能源汽車的目標！ 2009 年，中美兩國非常默契的奠定了以【純電動汽車】爲突破口的新能源汽車戰略，爲改變汽車產業埋下了伏筆。 這一年，汽車製造強國日本，依靠強大的精工製造能力和優勢，確立了以混合動力和氫能源爲主的路線。 德國人則沉浸在 BBA（奔馳、寶馬、奧迪）的王座裏不能自拔，因爲這一年他們創出了 380 萬 的巔峯銷量，卻渾然不知巔峯是沒落的開始。 02 從 2009 年開始，我國大力宣傳新能源汽車，財政補貼力度加大，電動車銷量快速增長。 到了 2015 年，國內新能源汽車產量達到 340471 輛，銷量 331092 輛，比去年分別增長 3.3 倍和 3.4 倍。中國汽車工業協會預計 2016 年這個數量還會翻一番。 然而，數據出來後，日德車企們並不以爲然。 因爲這個華麗的數據背後，卻存在着大量問題： 不少車企爲了拿到補貼，快速上馬了一大批質量差、續航短的電動車；甚至左手倒右手，將自己生產的低質量電動車成批打包給下屬子公司，幹着純粹騙補的勾當。 一時間新能源汽車亂象頻出： 有的車主新買的車，一個多月就幾乎失去動力，原本 400KM 的航程，充滿電只能走幾十公里。還有的出現了無法啓動、充電樁無法充電等問題。 不過，另一邊的特斯拉卻着實讓世界驚豔了 一把。 2012 年，特斯拉發佈了第二款汽車，大名鼎鼎的——Model S。它成爲了特斯拉第一款爆款車型，其銷量在 2013 年第一季度力壓 BBA，奪得北美豪車銷量冠軍","listText":"01 2009 年 3 月，我國正式宣佈：發展以【純電動汽車】爲突破的新能源汽車戰略。 從此，確立了我國汽車發展的新路線。 一個月後，特斯拉第一款電動車 Roadster Sport 宣佈開始接受訂單。 與此同時，在奧巴馬的支持下，Tesla 獲得了 4.65 億美元的低息貸款。 兩年後，奧巴馬宣佈： 到 2015 年美國爭取實現年產銷 100 萬輛新能源汽車的目標！ 2009 年，中美兩國非常默契的奠定了以【純電動汽車】爲突破口的新能源汽車戰略，爲改變汽車產業埋下了伏筆。 這一年，汽車製造強國日本，依靠強大的精工製造能力和優勢，確立了以混合動力和氫能源爲主的路線。 德國人則沉浸在 BBA（奔馳、寶馬、奧迪）的王座裏不能自拔，因爲這一年他們創出了 380 萬 的巔峯銷量，卻渾然不知巔峯是沒落的開始。 02 從 2009 年開始，我國大力宣傳新能源汽車，財政補貼力度加大，電動車銷量快速增長。 到了 2015 年，國內新能源汽車產量達到 340471 輛，銷量 331092 輛，比去年分別增長 3.3 倍和 3.4 倍。中國汽車工業協會預計 2016 年這個數量還會翻一番。 然而，數據出來後，日德車企們並不以爲然。 因爲這個華麗的數據背後，卻存在着大量問題： 不少車企爲了拿到補貼，快速上馬了一大批質量差、續航短的電動車；甚至左手倒右手，將自己生產的低質量電動車成批打包給下屬子公司，幹着純粹騙補的勾當。 一時間新能源汽車亂象頻出： 有的車主新買的車，一個多月就幾乎失去動力，原本 400KM 的航程，充滿電只能走幾十公里。還有的出現了無法啓動、充電樁無法充電等問題。 不過，另一邊的特斯拉卻着實讓世界驚豔了 一把。 2012 年，特斯拉發佈了第二款汽車，大名鼎鼎的——Model S。它成爲了特斯拉第一款爆款車型，其銷量在 2013 年第一季度力壓 BBA，奪得北美豪車銷量冠軍","text":"01 2009 年 3 月，我國正式宣佈：發展以【純電動汽車】爲突破的新能源汽車戰略。 從此，確立了我國汽車發展的新路線。 一個月後，特斯拉第一款電動車 Roadster Sport 宣佈開始接受訂單。 與此同時，在奧巴馬的支持下，Tesla 獲得了 4.65 億美元的低息貸款。 兩年後，奧巴馬宣佈： 到 2015 年美國爭取實現年產銷 100 萬輛新能源汽車的目標！ 2009 年，中美兩國非常默契的奠定了以【純電動汽車】爲突破口的新能源汽車戰略，爲改變汽車產業埋下了伏筆。 這一年，汽車製造強國日本，依靠強大的精工製造能力和優勢，確立了以混合動力和氫能源爲主的路線。 德國人則沉浸在 BBA（奔馳、寶馬、奧迪）的王座裏不能自拔，因爲這一年他們創出了 380 萬 的巔峯銷量，卻渾然不知巔峯是沒落的開始。 02 從 2009 年開始，我國大力宣傳新能源汽車，財政補貼力度加大，電動車銷量快速增長。 到了 2015 年，國內新能源汽車產量達到 340471 輛，銷量 331092 輛，比去年分別增長 3.3 倍和 3.4 倍。中國汽車工業協會預計 2016 年這個數量還會翻一番。 然而，數據出來後，日德車企們並不以爲然。 因爲這個華麗的數據背後，卻存在着大量問題： 不少車企爲了拿到補貼，快速上馬了一大批質量差、續航短的電動車；甚至左手倒右手，將自己生產的低質量電動車成批打包給下屬子公司，幹着純粹騙補的勾當。 一時間新能源汽車亂象頻出： 有的車主新買的車，一個多月就幾乎失去動力，原本 400KM 的航程，充滿電只能走幾十公里。還有的出現了無法啓動、充電樁無法充電等問題。 不過，另一邊的特斯拉卻着實讓世界驚豔了 一把。 2012 年，特斯拉發佈了第二款汽車，大名鼎鼎的——Model S。它成爲了特斯拉第一款爆款車型，其銷量在 2013 年第一季度力壓 BBA，奪得北美豪車銷量冠軍","images":[{"img":"https://static.tigerbbs.com/b84df94dc9c09cdd4991da5ce5c9f55b","width":"990","height":"515"},{"img":"https://static.tigerbbs.com/a53568c17894a45685704ecab344d8ba","width":"641","height":"379"},{"img":"https://static.tigerbbs.com/108753e9a859b82c7c4afa458c8567c4","width":"645","height":"304"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869260010","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863620879,"gmtCreate":1632387671191,"gmtModify":1676530769891,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863620879","repostId":"869756622","repostType":1,"repost":{"id":869756622,"gmtCreate":1632323893666,"gmtModify":1676530753843,"author":{"id":"3490244284591634","authorId":"3490244284591634","name":"期爷浪期权","avatar":"https://static.tigerbbs.com/dc99b47ba1793634eafe6f95e2cf71b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490244284591634","idStr":"3490244284591634"},"themes":[],"title":"中秋劫後的資本持倉動向","htmlText":"中秋兩天假期外圍市場波動較大，歐美、亞太地區多個市場都出現了調整，而今天的大A比想象中的抗打。又到了講道理的時候，我們來複（馬）個（後）盤（炮），看看資本的數據怎麼說。 1、大A股票和期權 （1）50ETF的期權：10月認購從3100-3500有連續加倉，其中3200購大增6萬多張，3300購大增4萬多張，其餘的都在1-2萬張。10月認沽則從2950到3200有連續加倉，其中3200沽增加3萬多張，其餘的都在1-2萬張。 （2）300的ETF期權：10月認購從4800-5250有連續加倉，其中5250購增加3萬多張，其餘的都在1-2萬張。10月認沽則從4500到4900有連續加倉，增加的量都在1萬多張。 總的來看，市場擔心還會繼續下跌，但是反彈的意願也比較強烈。 2、港股和港股期權 上週五覆盤發現騰訊有大戶在310-330認沽埋伏的手筆，假期港股因爲皮帶集團的事件大幅走低，搞的大家戰戰兢兢。 9月20日期權盤路：阿里11月120沽大增7000張，11月145沽大增3000張，對於成交不太活躍的阿里來說，這絕對要注意。而騰訊9月深度實值的認沽也是批量減倉。這兩個都是下跌的信號，好在阿里的行權價離現價差的並不遠。 9月21日期權盤路：9月142.5購增加1000張，22年3月的165購增加2000張，22年3月的147.5增加1900張。其他龍頭股期權成交都很冷清，可能是都在觀望。 3、注意外圍 因準確預測到2008年次貸危機而聞名的“末日博士”魯比尼（Nouriel Roubini）又有新論。他預言，疫情後世界似乎又將重蹈覆轍，並表示擔心會掉入債務陷阱，股債市場，信貸市場和經濟都存在崩盤風險。 每到假期內盤休市，外盤大跌的事情時有發生。節前空倉的都踏踏實實過了個假期，可以輕鬆吃瓜。買了ETF沽的就是中了大彩票，而且今天末日期權漲幅巨大，不貪心的應該都能吃到肉；最慘的是賣沽的，","listText":"中秋兩天假期外圍市場波動較大，歐美、亞太地區多個市場都出現了調整，而今天的大A比想象中的抗打。又到了講道理的時候，我們來複（馬）個（後）盤（炮），看看資本的數據怎麼說。 1、大A股票和期權 （1）50ETF的期權：10月認購從3100-3500有連續加倉，其中3200購大增6萬多張，3300購大增4萬多張，其餘的都在1-2萬張。10月認沽則從2950到3200有連續加倉，其中3200沽增加3萬多張，其餘的都在1-2萬張。 （2）300的ETF期權：10月認購從4800-5250有連續加倉，其中5250購增加3萬多張，其餘的都在1-2萬張。10月認沽則從4500到4900有連續加倉，增加的量都在1萬多張。 總的來看，市場擔心還會繼續下跌，但是反彈的意願也比較強烈。 2、港股和港股期權 上週五覆盤發現騰訊有大戶在310-330認沽埋伏的手筆，假期港股因爲皮帶集團的事件大幅走低，搞的大家戰戰兢兢。 9月20日期權盤路：阿里11月120沽大增7000張，11月145沽大增3000張，對於成交不太活躍的阿里來說，這絕對要注意。而騰訊9月深度實值的認沽也是批量減倉。這兩個都是下跌的信號，好在阿里的行權價離現價差的並不遠。 9月21日期權盤路：9月142.5購增加1000張，22年3月的165購增加2000張，22年3月的147.5增加1900張。其他龍頭股期權成交都很冷清，可能是都在觀望。 3、注意外圍 因準確預測到2008年次貸危機而聞名的“末日博士”魯比尼（Nouriel Roubini）又有新論。他預言，疫情後世界似乎又將重蹈覆轍，並表示擔心會掉入債務陷阱，股債市場，信貸市場和經濟都存在崩盤風險。 每到假期內盤休市，外盤大跌的事情時有發生。節前空倉的都踏踏實實過了個假期，可以輕鬆吃瓜。買了ETF沽的就是中了大彩票，而且今天末日期權漲幅巨大，不貪心的應該都能吃到肉；最慘的是賣沽的，","text":"中秋兩天假期外圍市場波動較大，歐美、亞太地區多個市場都出現了調整，而今天的大A比想象中的抗打。又到了講道理的時候，我們來複（馬）個（後）盤（炮），看看資本的數據怎麼說。 1、大A股票和期權 （1）50ETF的期權：10月認購從3100-3500有連續加倉，其中3200購大增6萬多張，3300購大增4萬多張，其餘的都在1-2萬張。10月認沽則從2950到3200有連續加倉，其中3200沽增加3萬多張，其餘的都在1-2萬張。 （2）300的ETF期權：10月認購從4800-5250有連續加倉，其中5250購增加3萬多張，其餘的都在1-2萬張。10月認沽則從4500到4900有連續加倉，增加的量都在1萬多張。 總的來看，市場擔心還會繼續下跌，但是反彈的意願也比較強烈。 2、港股和港股期權 上週五覆盤發現騰訊有大戶在310-330認沽埋伏的手筆，假期港股因爲皮帶集團的事件大幅走低，搞的大家戰戰兢兢。 9月20日期權盤路：阿里11月120沽大增7000張，11月145沽大增3000張，對於成交不太活躍的阿里來說，這絕對要注意。而騰訊9月深度實值的認沽也是批量減倉。這兩個都是下跌的信號，好在阿里的行權價離現價差的並不遠。 9月21日期權盤路：9月142.5購增加1000張，22年3月的165購增加2000張，22年3月的147.5增加1900張。其他龍頭股期權成交都很冷清，可能是都在觀望。 3、注意外圍 因準確預測到2008年次貸危機而聞名的“末日博士”魯比尼（Nouriel Roubini）又有新論。他預言，疫情後世界似乎又將重蹈覆轍，並表示擔心會掉入債務陷阱，股債市場，信貸市場和經濟都存在崩盤風險。 每到假期內盤休市，外盤大跌的事情時有發生。節前空倉的都踏踏實實過了個假期，可以輕鬆吃瓜。買了ETF沽的就是中了大彩票，而且今天末日期權漲幅巨大，不貪心的應該都能吃到肉；最慘的是賣沽的，","images":[{"img":"https://static.tigerbbs.com/b1481765c8f8af3fb87cbfdc76e146a5","width":"440","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869756622","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869519423,"gmtCreate":1632302253062,"gmtModify":1676530747193,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869519423","repostId":"884351445","repostType":1,"repost":{"id":884351445,"gmtCreate":1631859984887,"gmtModify":1676530654867,"author":{"id":"3548115450440121","authorId":"3548115450440121","name":"宝新金融","avatar":"https://static.tigerbbs.com/a0a8cf618e1191436a9b61a1f653af56","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548115450440121","idStr":"3548115450440121"},"themes":[],"title":"寶新聊美股，股災醞釀中？是不是我入場，條件就齊了？","htmlText":"\n \n \n  聊美股？不知道你第一反應是否和我一樣？炒美股太無聊了。只有一個方向。不知道多少人已看膩了“美股又創新高”的新聞。蛋，你看別人高位入場美股，是西北望，射天狼。輪到自己下場投資的時候，又變成，走鋼絲，心膽顫？Cup Sir承認，投資，有風險，但更大的風險源自不想努力，只盼消息。做爲一個美股投資人，筆者曾凌晨三點，毫無徵兆地醒來，隨手打開老虎看看<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，亞馬遜，才發現，是週末休市。我也不知道什麼時候患上了對美股的單相思，我假裝無所謂，卻發現她是真的不在乎。爲什麼Cup Sir在<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;，道瓊斯波動如此劇烈的氣場下投資，卻不怎麼看盤？往回望，爲什麼他能在一年中獲得120%的超高回報？<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$債券20+美公債指數ETF-iShares(TLT)$</a>適合怎樣的投資環境？ 他選的第一批股票，<a target=\"_blank\" href=\"https://laohu8.com/S/DG\">$美國達樂公司(DG)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>&nbsp;有什麼特別之處？向前看，近期美股會遭遇股災嗎？&nbsp;&nbsp;請看寶新金融特邀，Cup Sir獨家專訪。\n \n","listText":"聊美股？不知道你第一反應是否和我一樣？炒美股太無聊了。只有一個方向。不知道多少人已看膩了“美股又創新高”的新聞。蛋，你看別人高位入場美股，是西北望，射天狼。輪到自己下場投資的時候，又變成，走鋼絲，心膽顫？Cup Sir承認，投資，有風險，但更大的風險源自不想努力，只盼消息。做爲一個美股投資人，筆者曾凌晨三點，毫無徵兆地醒來，隨手打開老虎看看<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，亞馬遜，才發現，是週末休市。我也不知道什麼時候患上了對美股的單相思，我假裝無所謂，卻發現她是真的不在乎。爲什麼Cup Sir在<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;，道瓊斯波動如此劇烈的氣場下投資，卻不怎麼看盤？往回望，爲什麼他能在一年中獲得120%的超高回報？<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$債券20+美公債指數ETF-iShares(TLT)$</a>適合怎樣的投資環境？ 他選的第一批股票，<a target=\"_blank\" href=\"https://laohu8.com/S/DG\">$美國達樂公司(DG)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>&nbsp;有什麼特別之處？向前看，近期美股會遭遇股災嗎？&nbsp;&nbsp;請看寶新金融特邀，Cup Sir獨家專訪。","text":"聊美股？不知道你第一反應是否和我一樣？炒美股太無聊了。只有一個方向。不知道多少人已看膩了“美股又創新高”的新聞。蛋，你看別人高位入場美股，是西北望，射天狼。輪到自己下場投資的時候，又變成，走鋼絲，心膽顫？Cup Sir承認，投資，有風險，但更大的風險源自不想努力，只盼消息。做爲一個美股投資人，筆者曾凌晨三點，毫無徵兆地醒來，隨手打開老虎看看$特斯拉(TSLA)$ ，亞馬遜，才發現，是週末休市。我也不知道什麼時候患上了對美股的單相思，我假裝無所謂，卻發現她是真的不在乎。爲什麼Cup Sir在$納斯達克(.IXIC)$ ，道瓊斯波動如此劇烈的氣場下投資，卻不怎麼看盤？往回望，爲什麼他能在一年中獲得120%的超高回報？$債券20+美公債指數ETF-iShares(TLT)$適合怎樣的投資環境？ 他選的第一批股票，$美國達樂公司(DG)$ ，$蘋果(AAPL)$ 有什麼特別之處？向前看，近期美股會遭遇股災嗎？ 請看寶新金融特邀，Cup Sir獨家專訪。","images":[{"img":"https://static.tigerbbs.com/4eed4926a0d3c5f0f833b1820c49a392","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884351445","isVote":1,"tweetType":2,"object":{"id":"50f9e9eb457e46b3ba85e52457d10ac3","tweetId":"884351445","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/d1de20643701925924537704524/XRdIaCgRETQA.mp4","poster":"https://static.tigerbbs.com/4eed4926a0d3c5f0f833b1820c49a392"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869519287,"gmtCreate":1632302226749,"gmtModify":1676530747186,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869519287","repostId":"882546384","repostType":1,"repost":{"id":882546384,"gmtCreate":1631711607948,"gmtModify":1676530614918,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"387611620380","idStr":"387611620380"},"themes":[],"title":"中證500定投停止，安心持有","htmlText":"鑑於“能打能抗6人組”組合消費爲主，估值較高。2021年4月底，我開始定投“不動如山的穩健低估組合”。目前持倉：45%中證500加強、30%中概50 、17%滬深300加強 、8%中證1000加強。——整體策略：定投低估、roe趨勢性上行的寬指，高估時賣出（80%百分位以上）；——滬深300的pe在12左右，10年的pe百分位50%時，定投買入；——中證500，定投結束，9月13日，中證500最後一次定投；——中概50：定投中，當日下跌2%賣入，已買入5萬（9月8日、9月9日、9月14日）。組合目前盈利3.5%，每週定投1-2次。今天重點說說爲什麼中證500定投暫停。自從7月18日發文《<a href=\"https://laohu8.com/TW/173310891\" target=\"_blank\">中證500，一路向北</a>》文中已有2個月，估計大多數人是掙錢的。爲什麼今年白馬業績普遍承壓，而中證500指數成分股盈利增長這麼高呢？查詢一下中證500的行業組成，其實就能明白。它是一個資源11.1%（金屬&amp;礦）+9.7%化工+電器設備6.1%+電子設備5.3%+半導體5.3%+航空國防3.8%的股票組合，以上行業佔比41%。上半年，週期股（石油、煤炭、化工）漲幅驚人，每股收益提升，股價翻了一番，pe還是在低位，有的甚至比年初還低。半導體、國防、電子設備，也是一直漲，這裏面既有上半年營收利潤的提升，也有行業前景的想象空間。之前我從pe角度看，覺得中證500極端低估，10年pe百分位是9.6%。近日，顧慮到中證500的成分股有一定的週期性，我又用近10年的pb百分位看，當前PB=2.2，大約在40%分位點。實際上估值不算極端低估。（見圖1）圖1：中證500近10年PB和收盤點位搞明白這個問題，也讓我一直的疑惑找到答案。今年4月下旬開始，中證500pe（藍色線）向下，股價","listText":"鑑於“能打能抗6人組”組合消費爲主，估值較高。2021年4月底，我開始定投“不動如山的穩健低估組合”。目前持倉：45%中證500加強、30%中概50 、17%滬深300加強 、8%中證1000加強。——整體策略：定投低估、roe趨勢性上行的寬指，高估時賣出（80%百分位以上）；——滬深300的pe在12左右，10年的pe百分位50%時，定投買入；——中證500，定投結束，9月13日，中證500最後一次定投；——中概50：定投中，當日下跌2%賣入，已買入5萬（9月8日、9月9日、9月14日）。組合目前盈利3.5%，每週定投1-2次。今天重點說說爲什麼中證500定投暫停。自從7月18日發文《<a href=\"https://laohu8.com/TW/173310891\" target=\"_blank\">中證500，一路向北</a>》文中已有2個月，估計大多數人是掙錢的。爲什麼今年白馬業績普遍承壓，而中證500指數成分股盈利增長這麼高呢？查詢一下中證500的行業組成，其實就能明白。它是一個資源11.1%（金屬&amp;礦）+9.7%化工+電器設備6.1%+電子設備5.3%+半導體5.3%+航空國防3.8%的股票組合，以上行業佔比41%。上半年，週期股（石油、煤炭、化工）漲幅驚人，每股收益提升，股價翻了一番，pe還是在低位，有的甚至比年初還低。半導體、國防、電子設備，也是一直漲，這裏面既有上半年營收利潤的提升，也有行業前景的想象空間。之前我從pe角度看，覺得中證500極端低估，10年pe百分位是9.6%。近日，顧慮到中證500的成分股有一定的週期性，我又用近10年的pb百分位看，當前PB=2.2，大約在40%分位點。實際上估值不算極端低估。（見圖1）圖1：中證500近10年PB和收盤點位搞明白這個問題，也讓我一直的疑惑找到答案。今年4月下旬開始，中證500pe（藍色線）向下，股價","text":"鑑於“能打能抗6人組”組合消費爲主，估值較高。2021年4月底，我開始定投“不動如山的穩健低估組合”。目前持倉：45%中證500加強、30%中概50 、17%滬深300加強 、8%中證1000加強。——整體策略：定投低估、roe趨勢性上行的寬指，高估時賣出（80%百分位以上）；——滬深300的pe在12左右，10年的pe百分位50%時，定投買入；——中證500，定投結束，9月13日，中證500最後一次定投；——中概50：定投中，當日下跌2%賣入，已買入5萬（9月8日、9月9日、9月14日）。組合目前盈利3.5%，每週定投1-2次。今天重點說說爲什麼中證500定投暫停。自從7月18日發文《中證500，一路向北》文中已有2個月，估計大多數人是掙錢的。爲什麼今年白馬業績普遍承壓，而中證500指數成分股盈利增長這麼高呢？查詢一下中證500的行業組成，其實就能明白。它是一個資源11.1%（金屬&礦）+9.7%化工+電器設備6.1%+電子設備5.3%+半導體5.3%+航空國防3.8%的股票組合，以上行業佔比41%。上半年，週期股（石油、煤炭、化工）漲幅驚人，每股收益提升，股價翻了一番，pe還是在低位，有的甚至比年初還低。半導體、國防、電子設備，也是一直漲，這裏面既有上半年營收利潤的提升，也有行業前景的想象空間。之前我從pe角度看，覺得中證500極端低估，10年pe百分位是9.6%。近日，顧慮到中證500的成分股有一定的週期性，我又用近10年的pb百分位看，當前PB=2.2，大約在40%分位點。實際上估值不算極端低估。（見圖1）圖1：中證500近10年PB和收盤點位搞明白這個問題，也讓我一直的疑惑找到答案。今年4月下旬開始，中證500pe（藍色線）向下，股價","images":[{"img":"https://static.tigerbbs.com/f28957540d7f4bde4e90083e40901635","width":"688","height":"323"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882546384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869519931,"gmtCreate":1632302201923,"gmtModify":1676530747170,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869519931","repostId":"869254473","repostType":1,"repost":{"id":869254473,"gmtCreate":1632297134189,"gmtModify":1676530745717,"author":{"id":"3568081734360099","authorId":"3568081734360099","name":"何安迪","avatar":"https://static.tigerbbs.com/02c7061d02e3c72d7ce21a375ae80cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568081734360099","idStr":"3568081734360099"},"themes":[],"title":"華爾街多頭：別怕下跌，千禧一代將擔起救市重任？！","htmlText":"美股週一經歷大跌，可以稱得上是“黑色星期一”。 股市的過山車行情，引發了全球避險情緒高漲，投資者樂觀情緒減弱。大摩週一發佈報告稱，美股下跌超過20%的可能性增大。雖然這是最糟糕的情況，但是不得不說，經濟增長趨勢減弱，消費者信心下降是不爭事實。 不過，摩根大通的前首席股票策略師Fundstrat Global Advisors聯合創始人Tom Lee認爲，投資者不應該因爲最近的市場動盪而停止尋找買入機會。他認爲，儘管最近出現了幾次波動，但是股市的長期牛市前景仍然完好無損。 關於市場的長期展望，這位策略師提出了另一條思路，即千禧一代。 千禧一代就是指在跨入21世紀的時候，高中畢業達到成年的一代人，實際對應的就是80後和90後兩代人，這20年出生的人，成長時期幾乎伴隨着互聯網的形成與發展，代表人物Facebook的小扎。 Lee說，未來的20年，千禧一代將繼承70萬億美元，每年繼承2萬億美元（內心os：我可能是個假千禧人）。千禧一代對債券不太感興趣，通常會選擇顛覆性資產購買，而股票和加密貨幣，就是個很好的組合。 因此，Lee認爲，越來越有錢的“千禧一代”，將推動股市達到新高。 在週一他給客戶的報告中，Lee補充稱，他的基金“核心觀點仍是股市將在本月走高”。 &nbsp;天將降大任於斯人也，千禧一代的虎友，對此有什麼想說的嘛？ 大家還可以聊聊自己對股票未來走勢的看法，暢所欲言~ <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>","listText":"美股週一經歷大跌，可以稱得上是“黑色星期一”。 股市的過山車行情，引發了全球避險情緒高漲，投資者樂觀情緒減弱。大摩週一發佈報告稱，美股下跌超過20%的可能性增大。雖然這是最糟糕的情況，但是不得不說，經濟增長趨勢減弱，消費者信心下降是不爭事實。 不過，摩根大通的前首席股票策略師Fundstrat Global Advisors聯合創始人Tom Lee認爲，投資者不應該因爲最近的市場動盪而停止尋找買入機會。他認爲，儘管最近出現了幾次波動，但是股市的長期牛市前景仍然完好無損。 關於市場的長期展望，這位策略師提出了另一條思路，即千禧一代。 千禧一代就是指在跨入21世紀的時候，高中畢業達到成年的一代人，實際對應的就是80後和90後兩代人，這20年出生的人，成長時期幾乎伴隨着互聯網的形成與發展，代表人物Facebook的小扎。 Lee說，未來的20年，千禧一代將繼承70萬億美元，每年繼承2萬億美元（內心os：我可能是個假千禧人）。千禧一代對債券不太感興趣，通常會選擇顛覆性資產購買，而股票和加密貨幣，就是個很好的組合。 因此，Lee認爲，越來越有錢的“千禧一代”，將推動股市達到新高。 在週一他給客戶的報告中，Lee補充稱，他的基金“核心觀點仍是股市將在本月走高”。 &nbsp;天將降大任於斯人也，千禧一代的虎友，對此有什麼想說的嘛？ 大家還可以聊聊自己對股票未來走勢的看法，暢所欲言~ <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>","text":"美股週一經歷大跌，可以稱得上是“黑色星期一”。 股市的過山車行情，引發了全球避險情緒高漲，投資者樂觀情緒減弱。大摩週一發佈報告稱，美股下跌超過20%的可能性增大。雖然這是最糟糕的情況，但是不得不說，經濟增長趨勢減弱，消費者信心下降是不爭事實。 不過，摩根大通的前首席股票策略師Fundstrat Global Advisors聯合創始人Tom Lee認爲，投資者不應該因爲最近的市場動盪而停止尋找買入機會。他認爲，儘管最近出現了幾次波動，但是股市的長期牛市前景仍然完好無損。 關於市場的長期展望，這位策略師提出了另一條思路，即千禧一代。 千禧一代就是指在跨入21世紀的時候，高中畢業達到成年的一代人，實際對應的就是80後和90後兩代人，這20年出生的人，成長時期幾乎伴隨着互聯網的形成與發展，代表人物Facebook的小扎。 Lee說，未來的20年，千禧一代將繼承70萬億美元，每年繼承2萬億美元（內心os：我可能是個假千禧人）。千禧一代對債券不太感興趣，通常會選擇顛覆性資產購買，而股票和加密貨幣，就是個很好的組合。 因此，Lee認爲，越來越有錢的“千禧一代”，將推動股市達到新高。 在週一他給客戶的報告中，Lee補充稱，他的基金“核心觀點仍是股市將在本月走高”。 天將降大任於斯人也，千禧一代的虎友，對此有什麼想說的嘛？ 大家還可以聊聊自己對股票未來走勢的看法，暢所欲言~ $標普500(.SPX)$ $道瓊斯(.DJI)$ $納斯達克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/eacd7b8cef5e5e758225b0f3155f4696","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869254473","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869510435,"gmtCreate":1632302181627,"gmtModify":1676530747162,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869510435","repostId":"885798227","repostType":1,"repost":{"id":885798227,"gmtCreate":1631832628369,"gmtModify":1676530645345,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S61.SI\">$SBS TRANSIT LTD(S61.SI)$</a>&nbsp;is a multi modal public transport operator in Singapore operating bus and rail services.&nbsp;&nbsp;<a href=\"https://laohu8.com/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>&nbsp;owns 75% of SBS Transit. It is the largest bus operator in Singapore and operates the North East Line and LRT in Sengkang and Punggol.Results for the 1st half 2021 showed&nbsp;<a href=\"https://laohu8.com/S/S61.SI\">$SBS TRANSIT LTD(S61.SI)$</a>&nbsp;revenue increased by 6.2% to Singapore Dollars 640.8 million as a result of higher rail ridership and service fees. Group operating profit rose by 18.5% to Singapore Dollars 38.2 million.&nbsp; &nbsp;Net profit increased by 11.9% to Singapore Dollars 36.5 million.","listText":"<a href=\"https://laohu8.com/S/S61.SI\">$SBS TRANSIT LTD(S61.SI)$</a>&nbsp;is a multi modal public transport operator in Singapore operating bus and rail services.&nbsp;&nbsp;<a href=\"https://laohu8.com/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>&nbsp;owns 75% of SBS Transit. It is the largest bus operator in Singapore and operates the North East Line and LRT in Sengkang and Punggol.Results for the 1st half 2021 showed&nbsp;<a href=\"https://laohu8.com/S/S61.SI\">$SBS TRANSIT LTD(S61.SI)$</a>&nbsp;revenue increased by 6.2% to Singapore Dollars 640.8 million as a result of higher rail ridership and service fees. Group operating profit rose by 18.5% to Singapore Dollars 38.2 million.&nbsp; &nbsp;Net profit increased by 11.9% to Singapore Dollars 36.5 million.","text":"$SBS TRANSIT LTD(S61.SI)$ is a multi modal public transport operator in Singapore operating bus and rail services. $COMFORTDELGRO CORPORATION LTD(C52.SI)$ owns 75% of SBS Transit. It is the largest bus operator in Singapore and operates the North East Line and LRT in Sengkang and Punggol.Results for the 1st half 2021 showed $SBS TRANSIT LTD(S61.SI)$ revenue increased by 6.2% to Singapore Dollars 640.8 million as a result of higher rail ridership and service fees. Group operating profit rose by 18.5% to Singapore Dollars 38.2 million. Net profit increased by 11.9% to Singapore Dollars 36.5 million.","images":[{"img":"https://static.tigerbbs.com/3f4ec5d9deef27f21253c7dc9275fc97","width":"1080","height":"3444"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885798227","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869510297,"gmtCreate":1632302159119,"gmtModify":1676530747154,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869510297","repostId":"869501871","repostType":1,"repost":{"id":869501871,"gmtCreate":1632299379089,"gmtModify":1676530746381,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n  【Toast今晚上市，估值約180億美元】以餐廳爲中心的支付軟件製造商Toast Inc.將於今晚上市，估值約180億美元，2年前， 首席執行官 Chris Comparato 與彭博社的 Carol Massar 就“彭博科技”討論了餐廳管理平臺的業務戰略。當時老闆說自己還不想上市哈哈[吃瓜] <a href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a>\n \n","listText":"【Toast今晚上市，估值約180億美元】以餐廳爲中心的支付軟件製造商Toast Inc.將於今晚上市，估值約180億美元，2年前， 首席執行官 Chris Comparato 與彭博社的 Carol Massar 就“彭博科技”討論了餐廳管理平臺的業務戰略。當時老闆說自己還不想上市哈哈[吃瓜] <a href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a>","text":"【Toast今晚上市，估值約180億美元】以餐廳爲中心的支付軟件製造商Toast Inc.將於今晚上市，估值約180億美元，2年前， 首席執行官 Chris Comparato 與彭博社的 Carol Massar 就“彭博科技”討論了餐廳管理平臺的業務戰略。當時老闆說自己還不想上市哈哈[吃瓜] $Toast, Inc.(TOST)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869501871","isVote":1,"tweetType":2,"object":{"id":"d6d6d152cfa0432783624ee790d12a55","tweetId":"869501871","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/325423673701925924844609450/f0.mp4","poster":"https://static.tigerbbs.com/203bdc88f5e29b16e1439ab88de968f1"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887257374,"gmtCreate":1632053338598,"gmtModify":1676530693147,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887257374","repostId":"885822900","repostType":1,"repost":{"id":885822900,"gmtCreate":1631778547800,"gmtModify":1676530633233,"author":{"id":"3567892239745204","authorId":"3567892239745204","name":"oldwen","avatar":"https://static.tigerbbs.com/e8efe576d361dec1e1adef581ef6cb38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567892239745204","idStr":"3567892239745204"},"themes":[],"title":"Opportunity in the Alibaba Crisis","htmlText":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","listText":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>, and even&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>. With the apparent crisis looming over&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it is","text":"The Amazon of China has fell from great heights. Since a year ago the tech giant has its share price drop by almost 50%, and the China's regulatory crackdowns has wiped off $400Bn of shareholders wealth. This presents us with one of the cheapest mega cap stock compared to $Microsoft(MSFT)$, and even $Amazon.com(AMZN)$. With the apparent crisis looming over $Alibaba(BABA)$, many has taken the hands-off approach with this company and has been looking for investment elsewhere. However, this presents one of the best opportunities to be part of the Alibaba company when it is at a 50% discount. I believe that it 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target=\"_blank\" href=\"https://laohu8.com/U/3582838734559459\">@難得胡說</a>&nbsp;有一篇文章《","text":"近期投資者憧憬着iPhone13的發佈利好，蘋果股價近期一路高歌猛進，星期五卻遭遇訴訟官司的一盆冷水，一天下跌3%以上，這在蘋果股價近年的歷史上都是少見的，面對9月14號即將到來的發佈會，期權玩家應該怎麼搞？蘋果日線圖首先，不管你玩什麼樣的期權策略，首先都要選擇一個投資的標的，然後要對這個標的的股價趨勢做出一個判斷，這個判斷可以是大漲、小漲、平盤震盪、小跌或者是大跌。有了這個判斷，然後纔是選擇相適應的期權策略。大家要打破一個迷思是：這個世界上沒有包贏的期權策略。如果你的判斷是大漲，結果卻和你的預測背道而馳，股價大跌，那麼不管你怎麼折騰，都難逃虧損的，只是不同的策略虧損程度不同而已。風險永遠和收益成正比，資本市場這一點上很公平的：你想保險一些，那麼你必然需要犧牲一些利潤；如果你要比人家多賺一些，那麼你承受的風險就要比人家高。在這篇文章裏，我會一步步手把手地教你如何在蘋果發佈會前進行期權佈局。一、標的選擇首先我們要選擇期權策略的標的。蘋果是路人皆知的品牌，美股市場目前的股王，納斯達克指數的定海神針，股神巴菲特倉位達41%的選擇，過去5年的股價回報近5倍，股價長期是上漲趨勢，基本面紮實。另外蘋果的期權交易量長期處於美股期權交易量的前5位（Market Chameleon資料），流動性非常的好。綜上所述，蘋果是一個理想的期權策略標的。二、趨勢判斷接下來我們要判斷蘋果股價在接下來3個月裏的走勢。首先是官司的影響，我認同的結論是此事對蘋果的未來詳細甚微，星期五股價的反應是過度了。大家可以在雪球上搜索一下美投君的文章《蘋果官司塵埃落定，引發股價大跌》，這文章分析得很到位。接着是蘋果新品發佈，老虎社區得@難得胡說 有一篇文章《","images":[{"img":"https://static.tigerbbs.com/81968f2af9fbd8d825f5de8309042a75","width":"1088","height":"816"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888255821","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887254794,"gmtCreate":1632053293418,"gmtModify":1676530693131,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887254794","repostId":"882566882","repostType":1,"repost":{"id":882566882,"gmtCreate":1631708652238,"gmtModify":1676530614188,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"【故事會】美國是否在衰落？","htmlText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 9月10日上午，中美元首進行通話，進行了一次電話會議。 拜登講了啥？我們講了啥？ 新聞稿我就不發了，好像講了很多東西，但又好像什麼都沒講，反正雙方几乎沒什麼共識，你說你的，我說我的。 只有一點雙方都一致確認，那就是中美應保持聯繫、廣泛對話，繼續發展中美關係。 動靜這麼大的電話會議，就講了這個？ 這和沒通話又有什麼區別？ 區別還是有的，而且很大。 有兩個細節事實，透露出了大量信息，比官方的通報稿體現出的東西要多得多。 首先，這次中美元首通話，是拜登主動發起的，中國方面是“應約”通話，這一點在中美雙方的媒體上都有明確說明。 中美雙方現在是處於吵架後互不搭理的階段。 誰先開口要求聊天，這個信息本身就很重要。 另外，通話的時間也很重要，雙方是選擇在北京時間9月10日上午通話的，中國這邊是正常上班時間。 而美國那邊，是9月9日的深夜，拜登在熬夜加班打電話。 這個通話時間的安排，體現出的是拜登對中國明顯的尊重。 但問題來了，拜登爲啥要尊重中國？ 真尊重中國，還會對中國發起那麼多制裁和限制，搞出那麼多不友好的言論和政策麼？ 帝國主義國家都是傲慢的，如果有一天他們突然不傲慢了，那一定是迫不得已。 就在今年3月份，中國還主動跑到美國去談判，比拜登半夜主動給中國打電話要尊重的多。 結果美國人是怎麼迴應的？ 那個傲慢勁，別提了，簡直傲慢到天上去了。 中國高級官員直接會場發飆，說出了兩句名言： 我們把你們想得太好了，我們認爲你們會遵守基本的外交禮節。 我現在講一句，你們沒有資格在中國的面前說，你們從實力的地位出發同中國談話。 這兩句名言一方面表明了中國的態度和實力，一方面也表明了當時的中國談判官員在美國到底遭遇了什麼。 反正，當時的美國談判代表絕對不是什麼熱情好客的","listText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 9月10日上午，中美元首進行通話，進行了一次電話會議。 拜登講了啥？我們講了啥？ 新聞稿我就不發了，好像講了很多東西，但又好像什麼都沒講，反正雙方几乎沒什麼共識，你說你的，我說我的。 只有一點雙方都一致確認，那就是中美應保持聯繫、廣泛對話，繼續發展中美關係。 動靜這麼大的電話會議，就講了這個？ 這和沒通話又有什麼區別？ 區別還是有的，而且很大。 有兩個細節事實，透露出了大量信息，比官方的通報稿體現出的東西要多得多。 首先，這次中美元首通話，是拜登主動發起的，中國方面是“應約”通話，這一點在中美雙方的媒體上都有明確說明。 中美雙方現在是處於吵架後互不搭理的階段。 誰先開口要求聊天，這個信息本身就很重要。 另外，通話的時間也很重要，雙方是選擇在北京時間9月10日上午通話的，中國這邊是正常上班時間。 而美國那邊，是9月9日的深夜，拜登在熬夜加班打電話。 這個通話時間的安排，體現出的是拜登對中國明顯的尊重。 但問題來了，拜登爲啥要尊重中國？ 真尊重中國，還會對中國發起那麼多制裁和限制，搞出那麼多不友好的言論和政策麼？ 帝國主義國家都是傲慢的，如果有一天他們突然不傲慢了，那一定是迫不得已。 就在今年3月份，中國還主動跑到美國去談判，比拜登半夜主動給中國打電話要尊重的多。 結果美國人是怎麼迴應的？ 那個傲慢勁，別提了，簡直傲慢到天上去了。 中國高級官員直接會場發飆，說出了兩句名言： 我們把你們想得太好了，我們認爲你們會遵守基本的外交禮節。 我現在講一句，你們沒有資格在中國的面前說，你們從實力的地位出發同中國談話。 這兩句名言一方面表明了中國的態度和實力，一方面也表明了當時的中國談判官員在美國到底遭遇了什麼。 反正，當時的美國談判代表絕對不是什麼熱情好客的","text":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 9月10日上午，中美元首進行通話，進行了一次電話會議。 拜登講了啥？我們講了啥？ 新聞稿我就不發了，好像講了很多東西，但又好像什麼都沒講，反正雙方几乎沒什麼共識，你說你的，我說我的。 只有一點雙方都一致確認，那就是中美應保持聯繫、廣泛對話，繼續發展中美關係。 動靜這麼大的電話會議，就講了這個？ 這和沒通話又有什麼區別？ 區別還是有的，而且很大。 有兩個細節事實，透露出了大量信息，比官方的通報稿體現出的東西要多得多。 首先，這次中美元首通話，是拜登主動發起的，中國方面是“應約”通話，這一點在中美雙方的媒體上都有明確說明。 中美雙方現在是處於吵架後互不搭理的階段。 誰先開口要求聊天，這個信息本身就很重要。 另外，通話的時間也很重要，雙方是選擇在北京時間9月10日上午通話的，中國這邊是正常上班時間。 而美國那邊，是9月9日的深夜，拜登在熬夜加班打電話。 這個通話時間的安排，體現出的是拜登對中國明顯的尊重。 但問題來了，拜登爲啥要尊重中國？ 真尊重中國，還會對中國發起那麼多制裁和限制，搞出那麼多不友好的言論和政策麼？ 帝國主義國家都是傲慢的，如果有一天他們突然不傲慢了，那一定是迫不得已。 就在今年3月份，中國還主動跑到美國去談判，比拜登半夜主動給中國打電話要尊重的多。 結果美國人是怎麼迴應的？ 那個傲慢勁，別提了，簡直傲慢到天上去了。 中國高級官員直接會場發飆，說出了兩句名言： 我們把你們想得太好了，我們認爲你們會遵守基本的外交禮節。 我現在講一句，你們沒有資格在中國的面前說，你們從實力的地位出發同中國談話。 這兩句名言一方面表明了中國的態度和實力，一方面也表明了當時的中國談判官員在美國到底遭遇了什麼。 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轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 2021年4月28日，揚州市首次集中土拍，拍出了1.42萬/平的價格，地價比周邊的房價還貴，市場紛紛預測揚州市的房價肯定要到2.5萬/平","listText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 2021年4月28日，揚州市首次集中土拍，拍出了1.42萬/平的價格，地價比周邊的房價還貴，市場紛紛預測揚州市的房價肯定要到2.5萬/平","text":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：遠方青木 作者：一棵青木 恆大的事這幾天刷屏了，各種各樣的視頻和圖片在大小微信羣裏瘋狂流傳。 很多人讓我談一下恆大的事。 其實恆大的事沒什麼好談的，事就那個事，你們看完羣裏的視頻和圖自己就清楚了。 大家其實想知道的，是政府會不會救恆大，以及普通人應該怎麼辦。 先說結論，我不認爲政府會去救恆大，我也反對政府救恆大。 如果救了恆大，那持續幾年的房地產調控就白費了，所有努力付諸東流。 政府不會去故意打壓恆大，但是絕對沒有救恆大的義務。 這一劫，恆大渡過去，算他的本事，渡不過去，也和別人沒關係。 冰凍三尺非一日之寒，恆大會暴雷和國家對地產行業的嚴厲調控有密切關係。 但問題來了，國家是剛開始調控房地產麼？ 房住不炒不是上個月剛提出來的吧，這口號中央都喊幾年了，你們這些地產商聽了麼？ 恆大暴雷和自身激進拿地的政策有直接因果關係，但其他地產商又能好哪去。 2021年9月，恆大現金徹底耗盡，再也無力兌付。 但2021年6~7月，關於恆大商票延期，資金鍊出現極大困難的消息就已經全網皆知了。 是地產寒冬導致的麼？ 整個2021年上半年，如果你打開地產新聞，看到的會是各種地王，各路房地產商瘋狂的買地，喊出一個個令人目瞪口呆的天價，土拍價格不斷的再創新高。 爲了遏制土地價格飆升，今年中央推出了土地集中拍賣制度，希望通過壓制地產商資金流動率的方式來遏制地價。 結果，地價連創新高，地產商舉牌的熱情高漲的讓負責拍賣的官員都害怕。 “史詩級別的土拍”，屢次成爲新聞的標題，一次又一次。 每一次集中式土拍，都是一次地價再創新高的過程，政府多番更改了拍賣規則都無法改變這一結局。 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“老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： <a href=\"https://laohu8.com/TW/888195652\" target=\"_blank\">《街頭智慧》：羅傑斯的反內卷投資人生</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3473459794537757\">@MidasMike</a> 羅傑斯37歲便實現財富自由並激流勇退，歷時五年兩次自駕環遊世界成爲一個“投資騎士”，移居新加坡並用大量時間陪伴家人，在幾十年退休生活後，重倉新興市場的羅傑斯身家仍然高達3億美元。 在這個充滿競爭和焦慮的世界中，羅傑斯一直遵循着自己的節奏和直覺，他是一個反內卷的聰明投資者。 <a href=\"https://laohu8.com/TW/885694539\" target=\"_blank\">都給IPhone13測評，我給股王蘋果做測評！</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a> 蘋果又開了一場發佈會，果粉們又毫不意外覺得不太滿意。 結合這個發佈會，我就趁熱打鐵，爲高達25000億美元的蘋果公司打一個分。 評分前所未有的高，也不是完美無缺，什麼價格介入更合適？ <a href=\"https://laohu8.com/TW/881508993\" target=\"_blank\">buy call錯了怎麼辦？上漲賺錢，下跌還能賺！美股期權最牛玩法</a> 發佈者：","listText":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： <a href=\"https://laohu8.com/TW/888195652\" target=\"_blank\">《街頭智慧》：羅傑斯的反內卷投資人生</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3473459794537757\">@MidasMike</a> 羅傑斯37歲便實現財富自由並激流勇退，歷時五年兩次自駕環遊世界成爲一個“投資騎士”，移居新加坡並用大量時間陪伴家人，在幾十年退休生活後，重倉新興市場的羅傑斯身家仍然高達3億美元。 在這個充滿競爭和焦慮的世界中，羅傑斯一直遵循着自己的節奏和直覺，他是一個反內卷的聰明投資者。 <a href=\"https://laohu8.com/TW/885694539\" target=\"_blank\">都給IPhone13測評，我給股王蘋果做測評！</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a> 蘋果又開了一場發佈會，果粉們又毫不意外覺得不太滿意。 結合這個發佈會，我就趁熱打鐵，爲高達25000億美元的蘋果公司打一個分。 評分前所未有的高，也不是完美無缺，什麼價格介入更合適？ <a href=\"https://laohu8.com/TW/881508993\" target=\"_blank\">buy call錯了怎麼辦？上漲賺錢，下跌還能賺！美股期權最牛玩法</a> 發佈者：","text":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： 《街頭智慧》：羅傑斯的反內卷投資人生 發佈者：@MidasMike 羅傑斯37歲便實現財富自由並激流勇退，歷時五年兩次自駕環遊世界成爲一個“投資騎士”，移居新加坡並用大量時間陪伴家人，在幾十年退休生活後，重倉新興市場的羅傑斯身家仍然高達3億美元。 在這個充滿競爭和焦慮的世界中，羅傑斯一直遵循着自己的節奏和直覺，他是一個反內卷的聰明投資者。 都給IPhone13測評，我給股王蘋果做測評！ 發佈者：@不二說價值 蘋果又開了一場發佈會，果粉們又毫不意外覺得不太滿意。 結合這個發佈會，我就趁熱打鐵，爲高達25000億美元的蘋果公司打一個分。 評分前所未有的高，也不是完美無缺，什麼價格介入更合適？ buy call錯了怎麼辦？上漲賺錢，下跌還能賺！美股期權最牛玩法 發佈者：","images":[{"img":"https://static.tigerbbs.com/3d5e2fc85108344477e4c0796d4f7359","width":"1717","height":"924"},{"img":"https://static.tigerbbs.com/99f2c14a32d644799c78e85ffdbce509","width":"755","height":"429"},{"img":"https://static.tigerbbs.com/a05c777fdd742a2cdc135436ad862e92","width":"928","height":"619"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887339719","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887073133,"gmtCreate":1631950879422,"gmtModify":1676530677021,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887073133","repostId":"1129672449","repostType":4,"repost":{"id":"1129672449","kind":"news","pubTimestamp":1631928232,"share":"https://ttm.financial/m/news/1129672449?lang=en_US&edition=fundamental","pubTime":"2021-09-18 09:23","market":"us","language":"zh","title":"The \"hard\" chip man with Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1129672449","media":"AI财经社","summary":"今年夏季，美国芯片大厂英伟达和AMD的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工智能、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司","content":"<p>This summer, major American chip manufacturers<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>And<a href=\"https://laohu8.com/S/AMD\">AMD</a>The stock prices reached historical highs respectively, corresponding to market capitalizations of US $560 billion and US $130 billion. The reason for the soaring market value lies in labor<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>, autonomous driving and data center computing are inseparable from the GPUs they provide. According to statistics, these two companies monopolize 99% of the global independent GPU market.</p><p>But there is a group of people who are already on the road to challenging these two tycoons. They founded three domestic GPU companies: Muxi, Moore Thread and Biren Technology, hoping to make independent products and one day grab food from Nvidia.</p><p>Investors also give great trust to this group of people. Without any chips, tens of billions of yuan will be invested in three companies within two years. AI Finance and Economics has learned that two of the three companies will start tape-out (trial production) in the near future, and one is still in progress. The first step has been taken in the Long March.</p><p><b>The market has urgent demand for domestic GPUs</b></p><p>\"The customer is very urgent, and he can't wait to have a product for him to use now, and it's not one or two, but all customers are in this state, because there are no other options now.\" Chen Weiliang, founder of Muxi, described the popularity of domestic GPUs. According to Moore Threaders, many GPU applications in the future, such as self-driving cars and data centers, will need domestic software and hardware support. \"We look forward to the stars and the moon, and we hope that there will be some breakthroughs in domestic general-purpose GPUs.\" A customer said.</p><p>When it was first invented, GPU was only used in games to complete difficult game graphics rendering. But later people discovered that GPU is better at handling parallel and simple computing work than CPU, so they began to explore the general computing potential of GPU. Later, from high-performance computing to multimedia, to popular artificial intelligence, GPU was an indispensable part of the underlying \"computing power\". For example, artificial intelligence calculations use a lot of matrix multiplication and convolution, which are things that GPUs are good at.</p><p>Up to now, Nvidia and AMD have monopolized the global independent GPU market: accounting for 81% and 19% respectively in data centers, and on the PC side<a href=\"https://laohu8.com/S/INTC\">Intel</a>Accounting for 99% of the market. This makes some customers miserable: \"Nvidia's GPUs are expensive and extremely out of stock, and many computing centers still need localization.\"</p><p>But since it is so necessary, why didn't domestic chip companies do it in the past? \"Because the technical threshold of GPU software and hardware systems is relatively high, it is a very complex system engineering.\" A domestic GPU person said. Domestic technology giants often choose to develop dedicated AI chips, such as Huawei Ascend,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Kunlun and Ali Hanguang, not general-purpose GPUs. Figuratively speaking, dedicated AI chips are more like professional technicians, solving specialized problems, while general-purpose GPUs are generalists.</p><p>\"The difficulty of a general-purpose GPU is reflected in its complexity.\" Chen Weiliang explained that for a dedicated AI chip, it is enough to clearly know the requirements and implement the corresponding functions. However, general-purpose GPUs need to adapt to various environments and face flexible and changeable needs. \"In other words, it has all the things of a computer architecture, including supported instruction sets, compute scheduling, data relocation, etc.\"</p><p>Some chip sources told AI Finance and Economics that when manufacturing domestic CPUs in the past, domestic companies initially relied on overseas instruction sets, and their understanding of CPU product design, market demand and ecology was obtained through many detours. It took more than 20 years to build today's domestic CPU pattern. But domestic GPUs don't have to take such detours, because the founding members of several companies are old people in the GPU industry and are well versed in products, markets and ecological rules.</p><p>In fact, the three leaders of domestic GPUs mainly come from Nvidia and AMD. Chen Weiliang, the founder of Muxi, is the senior director of AMD graphics R&D, and CTO Yang Jian is an AMD Fellow (the highest technical position); Zhang Jianzhong, founder of Moore Thread, is the vice president of Nvidia; Li Xinrong, co-CEO of Biren, is the global vice president of AMD.</p><p>\"We can clearly say which of the highest-end GPUs in the world have been made by us in the past 10 years.\" Chen Weiliang said, as the saying goes, those who are difficult can't, but those who know it is not difficult. Because they are senior industry professionals, they know what skills are needed in each link and what difficulties to overcome. \"It is not a problem for us to make another one.\"</p><p>Manufacturing hardware is only the first step. In order for applications in various industries to use GPUs, it is necessary to establish a software ecosystem. Nvidia began to cultivate the CUDA ecosystem in 2006, and then cultivated developers to develop applications, such as financial professionals on Wall Street, or high-performance computing and e-sports professionals in China. After more than 10 years, it has built a moat. Even if other companies make hardware of the same level, software developers will not easily migrate. Some domestic AI-specific chips have encountered the problem of \"artificial but no one uses them\" because they are incompatible with the CUDA ecosystem.</p><p>In this regard, domestic GPUs intend to solve the problem in a \"CUDA ecosystem compatible\" way. \"Just like the GPUs of different companies don't have a unified instruction set, why can they all play games? Because they are compatible at the API (application program interface) level.\" Chen Weiliang said. For example, when AMD was building the ROCm ecosystem, it took only two years to gain a firm foothold by being compatible with CUDA. The Moore thread plans to do the same. The ecological wall erected in front of domestic GPUs is not as insurmountable as domestic databases or domestic CPUs.</p><p>Seeing a clear path over several mountains, entrepreneurs of domestic GPUs have strengthened their confidence and become domestic GPU companies. What's more valuable is that domestic demand provides valuable support and window of opportunity for the rise of domestic GPUs.</p><p><b>One day challenge Nvidia</b></p><p>What stirs up the GPU market is, on the one hand, the emergence of new demands, which can accommodate more companies; On the other hand, localization provides an opportunity for Chinese companies.</p><p>In the past, Nvidia and AMD formed a dual-giant monopoly pattern, partly due to the stagnant growth of the traditional GPU market. \"The traditional GPU market for game or movie rendering is so big, and the growth rate is too slow to accommodate only the next two companies. If you hit this market, you can only fight price wars.\" But a senior industry insider said that after opening up computing needs such as artificial intelligence, the GPU market can accommodate more companies. Some insiders judge that the global market of several hundred billion yuan can accommodate at least four or five companies to survive.</p><p>Under this judgment, several domestic GPU companies are all aiming at the emerging computing market, and then gradually encroaching on the rendering market of traditional GPUs. \"General computing power is something that is currently in short supply in our country, and many teams have accumulated high-performance GPUs and have crossed the technical threshold.\" An industry insider said.</p><p>On the other hand, the demand for localization has also opened up a valuable market for domestic GPUs. A former Nvidia employee told AI Finance and Economics, \"In the past at Nvidia, I have achieved my personal wealth goal and my life is very comfortable.\" But after she joined the domestic GPU company, she voluntarily sacrificed weekends every week to explore the market. She thinks she is participating in a major breakthrough in domestic science and technology. Friends told her that since she changed the company, her whole person is like<a href=\"https://laohu8.com/S/ABCD\">newly born</a>。</p><p>According to the forecast of Ping An Securities, by 2024, domestic Internet and security/government demand will account for 48.9% and 31.4% of the entire GPU market. \"Everyone is paying more and more attention to information security attributes, especially data such as security and smart cars.\"</p><p>Chen Weiliang predicts that Muxi will be able to complete the stage goal within 5-6 years, that is, make GPU, be compatible with the ecosystem, achieve mass production, and occupy 5%-10% of the international market. \"It is very slow to achieve 5%-10% growth in the server market, but once it breaks through 10%, it will be unstoppable.\" After that, domestic GPUs will be eligible to compete with Nvidia and AMD.</p><p>Among these goals, growth from 0 to 1 is a relatively easy step, because many domestic talents have made mass-produced products. \"There are many domestic practitioners in the GPU field with decades of working experience. They can make great breakthroughs in engineering and rely on complete experience to make products.\" Chen Weiliang said.</p><p>But what is really difficult is the growth process from 1 to 100. Many chip professionals have said that at this stage, Chinese GPU companies must compete internationally to compete with Nvidia and AMD. At this time, more talent reserves, technical investment and trend prediction of enterprises are needed. \"But we still have a considerable distance to go for cutting-edge innovation and research at the lower level,\" he said.</p><p>Another chip source told AI Finance and Economics that AMD's R&D team in China alone has about 2,000 people. This is more than the combined employees of the three domestic GPU companies. There is still a long way to go to surpass Nvidia and AMD in the international market.</p><p>Fortunately, Nvidia and AMD are also unable to do so. Some domestic GPU sources revealed that Nvidia has a relatively obvious problem of inadequate service, which is very obvious for small customers.</p><p>Moreover, China is the market at the forefront of GPU demand. Previously, Nvidia founder Huang Renxun flew to China several times a year to listen to the Chinese team's reports on cutting-edge needs. For example, the idea of promoting high-end graphics cards through e-sports was discovered by the Chinese team and then reported to the US headquarters. And native Chinese companies will also be \"first served\" in capturing new demands.</p><p>Although it is still far away to challenge Nvidia, domestic GPU people still believe that they are participating in a great journey of technological development. \"We have only been established for a year. From the first few people to hundreds of people now, every day is very fulfilling and very fulfilling. Many years later, looking back at this period of time, I should feel that it is the most rewarding thing in my life.\" One person said.</p>","source":"AI财经社","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>The \"hard\" chip man with Nvidia</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\">\nThe \"hard\" chip man with Nvidia\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AI财经社</strong><span class=\"h-time small\">2021-09-18 09:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>This summer, major American chip manufacturers<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>And<a href=\"https://laohu8.com/S/AMD\">AMD</a>The stock prices reached historical highs respectively, corresponding to market capitalizations of US $560 billion and US $130 billion. The reason for the soaring market value lies in labor<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>, autonomous driving and data center computing are inseparable from the GPUs they provide. According to statistics, these two companies monopolize 99% of the global independent GPU market.</p><p>But there is a group of people who are already on the road to challenging these two tycoons. They founded three domestic GPU companies: Muxi, Moore Thread and Biren Technology, hoping to make independent products and one day grab food from Nvidia.</p><p>Investors also give great trust to this group of people. Without any chips, tens of billions of yuan will be invested in three companies within two years. AI Finance and Economics has learned that two of the three companies will start tape-out (trial production) in the near future, and one is still in progress. The first step has been taken in the Long March.</p><p><b>The market has urgent demand for domestic GPUs</b></p><p>\"The customer is very urgent, and he can't wait to have a product for him to use now, and it's not one or two, but all customers are in this state, because there are no other options now.\" Chen Weiliang, founder of Muxi, described the popularity of domestic GPUs. According to Moore Threaders, many GPU applications in the future, such as self-driving cars and data centers, will need domestic software and hardware support. \"We look forward to the stars and the moon, and we hope that there will be some breakthroughs in domestic general-purpose GPUs.\" A customer said.</p><p>When it was first invented, GPU was only used in games to complete difficult game graphics rendering. But later people discovered that GPU is better at handling parallel and simple computing work than CPU, so they began to explore the general computing potential of GPU. Later, from high-performance computing to multimedia, to popular artificial intelligence, GPU was an indispensable part of the underlying \"computing power\". For example, artificial intelligence calculations use a lot of matrix multiplication and convolution, which are things that GPUs are good at.</p><p>Up to now, Nvidia and AMD have monopolized the global independent GPU market: accounting for 81% and 19% respectively in data centers, and on the PC side<a href=\"https://laohu8.com/S/INTC\">Intel</a>Accounting for 99% of the market. This makes some customers miserable: \"Nvidia's GPUs are expensive and extremely out of stock, and many computing centers still need localization.\"</p><p>But since it is so necessary, why didn't domestic chip companies do it in the past? \"Because the technical threshold of GPU software and hardware systems is relatively high, it is a very complex system engineering.\" A domestic GPU person said. Domestic technology giants often choose to develop dedicated AI chips, such as Huawei Ascend,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Kunlun and Ali Hanguang, not general-purpose GPUs. Figuratively speaking, dedicated AI chips are more like professional technicians, solving specialized problems, while general-purpose GPUs are generalists.</p><p>\"The difficulty of a general-purpose GPU is reflected in its complexity.\" Chen Weiliang explained that for a dedicated AI chip, it is enough to clearly know the requirements and implement the corresponding functions. However, general-purpose GPUs need to adapt to various environments and face flexible and changeable needs. \"In other words, it has all the things of a computer architecture, including supported instruction sets, compute scheduling, data relocation, etc.\"</p><p>Some chip sources told AI Finance and Economics that when manufacturing domestic CPUs in the past, domestic companies initially relied on overseas instruction sets, and their understanding of CPU product design, market demand and ecology was obtained through many detours. It took more than 20 years to build today's domestic CPU pattern. But domestic GPUs don't have to take such detours, because the founding members of several companies are old people in the GPU industry and are well versed in products, markets and ecological rules.</p><p>In fact, the three leaders of domestic GPUs mainly come from Nvidia and AMD. Chen Weiliang, the founder of Muxi, is the senior director of AMD graphics R&D, and CTO Yang Jian is an AMD Fellow (the highest technical position); Zhang Jianzhong, founder of Moore Thread, is the vice president of Nvidia; Li Xinrong, co-CEO of Biren, is the global vice president of AMD.</p><p>\"We can clearly say which of the highest-end GPUs in the world have been made by us in the past 10 years.\" Chen Weiliang said, as the saying goes, those who are difficult can't, but those who know it is not difficult. Because they are senior industry professionals, they know what skills are needed in each link and what difficulties to overcome. \"It is not a problem for us to make another one.\"</p><p>Manufacturing hardware is only the first step. In order for applications in various industries to use GPUs, it is necessary to establish a software ecosystem. Nvidia began to cultivate the CUDA ecosystem in 2006, and then cultivated developers to develop applications, such as financial professionals on Wall Street, or high-performance computing and e-sports professionals in China. After more than 10 years, it has built a moat. Even if other companies make hardware of the same level, software developers will not easily migrate. Some domestic AI-specific chips have encountered the problem of \"artificial but no one uses them\" because they are incompatible with the CUDA ecosystem.</p><p>In this regard, domestic GPUs intend to solve the problem in a \"CUDA ecosystem compatible\" way. \"Just like the GPUs of different companies don't have a unified instruction set, why can they all play games? Because they are compatible at the API (application program interface) level.\" Chen Weiliang said. For example, when AMD was building the ROCm ecosystem, it took only two years to gain a firm foothold by being compatible with CUDA. The Moore thread plans to do the same. The ecological wall erected in front of domestic GPUs is not as insurmountable as domestic databases or domestic CPUs.</p><p>Seeing a clear path over several mountains, entrepreneurs of domestic GPUs have strengthened their confidence and become domestic GPU companies. What's more valuable is that domestic demand provides valuable support and window of opportunity for the rise of domestic GPUs.</p><p><b>One day challenge Nvidia</b></p><p>What stirs up the GPU market is, on the one hand, the emergence of new demands, which can accommodate more companies; On the other hand, localization provides an opportunity for Chinese companies.</p><p>In the past, Nvidia and AMD formed a dual-giant monopoly pattern, partly due to the stagnant growth of the traditional GPU market. \"The traditional GPU market for game or movie rendering is so big, and the growth rate is too slow to accommodate only the next two companies. If you hit this market, you can only fight price wars.\" But a senior industry insider said that after opening up computing needs such as artificial intelligence, the GPU market can accommodate more companies. Some insiders judge that the global market of several hundred billion yuan can accommodate at least four or five companies to survive.</p><p>Under this judgment, several domestic GPU companies are all aiming at the emerging computing market, and then gradually encroaching on the rendering market of traditional GPUs. \"General computing power is something that is currently in short supply in our country, and many teams have accumulated high-performance GPUs and have crossed the technical threshold.\" An industry insider said.</p><p>On the other hand, the demand for localization has also opened up a valuable market for domestic GPUs. A former Nvidia employee told AI Finance and Economics, \"In the past at Nvidia, I have achieved my personal wealth goal and my life is very comfortable.\" But after she joined the domestic GPU company, she voluntarily sacrificed weekends every week to explore the market. She thinks she is participating in a major breakthrough in domestic science and technology. Friends told her that since she changed the company, her whole person is like<a href=\"https://laohu8.com/S/ABCD\">newly born</a>。</p><p>According to the forecast of Ping An Securities, by 2024, domestic Internet and security/government demand will account for 48.9% and 31.4% of the entire GPU market. \"Everyone is paying more and more attention to information security attributes, especially data such as security and smart cars.\"</p><p>Chen Weiliang predicts that Muxi will be able to complete the stage goal within 5-6 years, that is, make GPU, be compatible with the ecosystem, achieve mass production, and occupy 5%-10% of the international market. \"It is very slow to achieve 5%-10% growth in the server market, but once it breaks through 10%, it will be unstoppable.\" After that, domestic GPUs will be eligible to compete with Nvidia and AMD.</p><p>Among these goals, growth from 0 to 1 is a relatively easy step, because many domestic talents have made mass-produced products. \"There are many domestic practitioners in the GPU field with decades of working experience. They can make great breakthroughs in engineering and rely on complete experience to make products.\" Chen Weiliang said.</p><p>But what is really difficult is the growth process from 1 to 100. Many chip professionals have said that at this stage, Chinese GPU companies must compete internationally to compete with Nvidia and AMD. At this time, more talent reserves, technical investment and trend prediction of enterprises are needed. \"But we still have a considerable distance to go for cutting-edge innovation and research at the lower level,\" he said.</p><p>Another chip source told AI Finance and Economics that AMD's R&D team in China alone has about 2,000 people. This is more than the combined employees of the three domestic GPU companies. There is still a long way to go to surpass Nvidia and AMD in the international market.</p><p>Fortunately, Nvidia and AMD are also unable to do so. Some domestic GPU sources revealed that Nvidia has a relatively obvious problem of inadequate service, which is very obvious for small customers.</p><p>Moreover, China is the market at the forefront of GPU demand. Previously, Nvidia founder Huang Renxun flew to China several times a year to listen to the Chinese team's reports on cutting-edge needs. For example, the idea of promoting high-end graphics cards through e-sports was discovered by the Chinese team and then reported to the US headquarters. And native Chinese companies will also be \"first served\" in capturing new demands.</p><p>Although it is still far away to challenge Nvidia, domestic GPU people still believe that they are participating in a great journey of technological development. \"We have only been established for a year. From the first few people to hundreds of people now, every day is very fulfilling and very fulfilling. Many years later, looking back at this period of time, I should feel that it is the most rewarding thing in my life.\" One person said.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg\">AI财经社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"159813":"芯片","NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129672449","content_text":"今年夏季，美国芯片大厂英伟达和AMD的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工智能、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司垄断了全球独立GPU 99%的市场。\n但有一群人，已经走在了挑战这两家大亨的路上。他们创立了三家国产GPU公司：沐曦、摩尔线程和壁仞科技，希望做出自主的产品，有一天能从英伟达虎口夺食。\n对于这群人，投资者也给予了极大信任。在没有任何芯片的情况下，就有几百亿元在两年内砸进三家公司。AI财经社获悉，三家公司中的两家将在近期开始流片（试生产），一家还在推进中，万里长征已经迈出第一步。\n市场对国产GPU需求迫切\n“客户非常急迫，恨不得现在就有产品给他用了，而且不是一两家，是所有客户都是这个状态，因为现在没有其他可选了。”沐曦创始人陈维良如此形容国产GPU的受欢迎程度。摩尔线程人士称，未来很多GPU应用，比如自动驾驶汽车和数据中心，都需要国产软硬件支撑。“我们盼星星盼月亮，就盼国产通用GPU能有一些突破。”有客户说。\n在最初被发明出来时，GPU只用于游戏，去完成高难度的游戏图形渲染。但后来人们发现，GPU比CPU更擅长处理并行而简单的计算工作，于是开始发掘GPU的通用计算潜能。后来，从高性能计算到多媒体，再到火爆的人工智能，GPU都是底层“算力”不可或缺的一部分。例如，人工智能计算要用到大量的矩阵乘法和卷积，都是GPU擅长的事情。\n到如今，英伟达和AMD已经垄断了全球的独立GPU市场：在数据中心分别占据81%和19%，在PC端则与英特尔共占99%市场。这让部分客户苦不堪言：“英伟达的GPU价格贵、极度缺货，而且很多计算中心还有国产化需求。”\n但既然这么有需要，为什么国内芯片企业过去不做？“因为GPU的软硬件系统技术门槛比较高，是很复杂的系统工程。”有国产GPU人士说。国内的科技巨头往往选择开发专用AI芯片，比如华为昇腾、百度昆仑和阿里寒光，而不是通用GPU。形象地说，专用AI芯片更像专业技工，解决专门的问题，而通用GPU则是通才。\n“通用GPU的难度体现在复杂度上面。”陈维良解释说，对于专用AI芯片来说，只明确知道需求，把相应的功能实现就可以。但通用GPU需要适配各种环境，面对灵活多变的需求。“换句话说，它有一套计算机体系结构所有的东西，包括支持的指令集、计算调度、数据搬迁等。”\n有芯片人士告诉AI财经社，在过去造国产CPU时，国内公司最初依托海外的指令集，在对CPU产品设计、市场需求和生态的理解上，是通过磕磕绊绊的很多弯路才获得的，20多年才建成了如今国产CPU的格局。但国产GPU不必走这样的弯路，因为几家公司的创始成员都是GPU行业老人，深谙产品、市场和生态规则。\n实际上，三家国产GPU的领军人物，也主要来自英伟达和AMD两家企业。沐曦的创始人陈维良是AMD图形研发高级总监，CTO杨建是AMD Fellow（最高技术岗）；摩尔线程创始人张建中是英伟达副总裁；壁仞的联席CEO李新荣是AMD全球副总裁。\n“我们能清楚地说出，过去10年哪些世界上最高端的GPU是我们主导做出来的。”陈维良说，正所谓难者不会，会者不难，由于是资深行业人士，他们清楚每个环节需要什么技能，要克服哪些难点，“再做一颗对我们来说并不是什么问题。”\n制造出硬件只能算第一步。为了让各行业应用能用上GPU，就需要建立软件生态。英伟达从2006年开始培育CUDA生态，然后培育开发者来开发应用，比如华尔街的金融人士，或者中国的高性能计算和电竞人士，通过漫长的10余年时间，构筑起一道护城河，即使其他公司做出水平相当的硬件，软件开发者也不会轻易迁移。国内的一部分AI专用芯片，就因为与CUDA生态不兼容，遭遇了“有人造，没人用”的难题。\n对此，国产GPU打算用“兼容CUDA生态”的方式解决问题。“就像不同公司的GPU没有统一指令集，为什么都可以玩游戏？因为是在API（应用程序接口）层次上兼容的。”陈维良表示。例如AMD在做ROCm生态时，通过兼容CUDA，只用两年就站稳了脚跟。摩尔线程也计划采用同样做法。树立在国产GPU面前的生态高墙，并不如国产数据库或国产CPU那样难以逾越。\n看到了翻越几座大山的清晰路径，让国产GPU的创业者更坚定信心，去做国产GPU公司。更可贵的是，国内需求对国产GPU的崛起提供了宝贵的支撑和机会窗口。\n终有一天挑战英伟达\n搅动GPU市场的，一方面是新需求的出现，能容纳更多公司；另一方面是国产化给中国公司提供了一个机遇。\n过去英伟达和AMD形成双巨头垄断的格局，部分是由于传统GPU市场增长停滞。“做游戏或电影渲染的传统GPU市场就那么大，增长速度太慢，只能容纳下两家公司。如果打这块市场，就只能打价格战。”但一位资深业内人士称，开辟了人工智能等计算需求后，GPU市场就能容纳更多公司。有业内人士判断，全球几千亿元市场，至少能容纳四五家公司活下去。\n在这种判断下，几家国产GPU公司都不约而同瞄准新兴计算市场，然后再逐步蚕食传统GPU的渲染市场。“通用算力是我们国家目前比较奇缺的东西，而很多团队在高性能GPU上恰恰有积累，已经跨过技术门槛。”有业内人士说。\n另一方面，国产化的需求也给国产GPU开辟了一块宝贵的市场。一位英伟达前员工告诉AI财经社，“过去在英伟达，我已经实现了个人的财富目标，生活也很安逸。”但她加入国产GPU公司以后，每周都会自愿牺牲周末，去开拓市场。她认为自己是在参与国内科技的一项重大突破。朋友跟她说，自从换了公司，她整个人都有如新生。\n根据平安证券的预测，到2024年，国内互联网和安防/政府需求将占到整个GPU市场的48.9%和31.4%。“大家都越来越重视信息安全属性，尤其是对安防和智能汽车这些数据。”\n陈维良预计，沐曦能够在5-6年内完成阶段目标，即做出GPU、兼容生态、实现量产，并占领国际5%-10%市场。“在服务器市场要实现5%-10%的增长很慢，但一旦突破10%，那就是势不可挡。”此后国内GPU将有资格跟英伟达和AMD同台竞争。\n在这些目标里，从0到1的增长是比较容易的一步，因为很多国内人才都做出过量产产品。“国内GPU领域的从业者，不乏有几十年工作经验的，可以在工程上有很大的突破，靠完整的经验把产品做出来。”陈维良说。\n但真正难的是从1到100的增长过程。多位芯片人士都表示，这一阶段，中国GPU企业必须走向国际竞争，去跟英伟达和AMD抢食。这时，更多需要企业的人才储备、技术投入和趋势预判。“但对于比较底层的前沿创新和研究，我们还有相当大的距离。”他说。\n另一位芯片人士告诉AI财经社，AMD光是在中国的研发团队，就有大约2000人。这比三家国产GPU企业的员工总和还多。要在国际市场上超越英伟达和AMD，还有很长的路要走。\n好在英伟达和AMD也力有不逮。有国产GPU人士透露，英伟达有比较明显的服务不到位问题，对小客户非常明显。\n而且，中国是GPU需求最前沿的市场。此前英伟达创始人黄仁勋每年都要飞来中国几回，听中国团队汇报前沿需求。比如通过电竞推广高端显卡的主意，就是由中国团队发现，然后上报给美国总部的。而土生土长的中国公司，也会在捕捉新需求上“近水楼台先得月”。\n尽管挑战英伟达之日尚远，国产GPU人士仍相信，自己是在参与一项科技发展的伟大征程。“我们成立只有一年，从最初几个人到现在几百人，每一天都非常充实，非常有成就感。很多年后，回头再去看这段时间，应该会觉得是这辈子过得最值得的事吧。”一位人士称。","news_type":1,"symbols_score_info":{"159813":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887073989,"gmtCreate":1631950859541,"gmtModify":1676530677005,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887073989","repostId":"882431796","repostType":1,"repost":{"id":882431796,"gmtCreate":1631713808311,"gmtModify":1676530615877,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎專刊】老虎社區十大精品財報點評","htmlText":"在過去的2個月中，老虎社區開展了“老虎財報季”徵文活動，收到了2000多篇優質的內容，我們從中精選出10篇優質點評，再次感謝各位虎友的參與。 下面就來一起欣賞一下虎友的優質內容吧 <a href=\"https://laohu8.com/TW/801575381\" target=\"_blank\">2021Q2財報|輝瑞財報分析 疫苗收入即將超過主營！</a> <a href=\"https://laohu8.com/U/3516096698306373\">@石頭Stone</a> 期待很久的輝瑞<a href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。截止北京時間2021年7月29日收盤，輝瑞的股價已經突破了43美金，無限接近歷史高點。針對目前其他兩家疫苗題材的公司，<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>和<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>。<a href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>公司的股價目前還不錯，存在潛力。唯一的風險就是mRNA技術，在未來若干年後到底會帶來什麼影響？這點還需要時間驗證了。 <a href=\"https://laohu8.com/TW/818803374\" target=\"_blank\">二季報深度解讀：爲什麼說共同富裕在美團的基因裏</a> <a href=\"https://laohu8.com/U/3555926517215344\">@走馬財經</a> 一個有趣的現象是，在財","listText":"在過去的2個月中，老虎社區開展了“老虎財報季”徵文活動，收到了2000多篇優質的內容，我們從中精選出10篇優質點評，再次感謝各位虎友的參與。 下面就來一起欣賞一下虎友的優質內容吧 <a href=\"https://laohu8.com/TW/801575381\" target=\"_blank\">2021Q2財報|輝瑞財報分析 疫苗收入即將超過主營！</a> <a href=\"https://laohu8.com/U/3516096698306373\">@石頭Stone</a> 期待很久的輝瑞<a href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。截止北京時間2021年7月29日收盤，輝瑞的股價已經突破了43美金，無限接近歷史高點。針對目前其他兩家疫苗題材的公司，<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>和<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>。<a href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>公司的股價目前還不錯，存在潛力。唯一的風險就是mRNA技術，在未來若干年後到底會帶來什麼影響？這點還需要時間驗證了。 <a href=\"https://laohu8.com/TW/818803374\" target=\"_blank\">二季報深度解讀：爲什麼說共同富裕在美團的基因裏</a> <a href=\"https://laohu8.com/U/3555926517215344\">@走馬財經</a> 一個有趣的現象是，在財","text":"在過去的2個月中，老虎社區開展了“老虎財報季”徵文活動，收到了2000多篇優質的內容，我們從中精選出10篇優質點評，再次感謝各位虎友的參與。 下面就來一起欣賞一下虎友的優質內容吧 2021Q2財報|輝瑞財報分析 疫苗收入即將超過主營！ @石頭Stone 期待很久的輝瑞$輝瑞(PFE)$發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。截止北京時間2021年7月29日收盤，輝瑞的股價已經突破了43美金，無限接近歷史高點。針對目前其他兩家疫苗題材的公司，$BioNTech SE(BNTX)$和$Moderna, Inc.(MRNA)$。$輝瑞(PFE)$公司的股價目前還不錯，存在潛力。唯一的風險就是mRNA技術，在未來若干年後到底會帶來什麼影響？這點還需要時間驗證了。 二季報深度解讀：爲什麼說共同富裕在美團的基因裏 @走馬財經 一個有趣的現象是，在財","images":[{"img":"https://static.tigerbbs.com/52753705693a00487c1ab43b490bfbb1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882431796","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887073092,"gmtCreate":1631950836816,"gmtModify":1676530676997,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887073092","repostId":"882584890","repostType":1,"repost":{"id":882584890,"gmtCreate":1631707924507,"gmtModify":1676530613949,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【虎友訪談】CY_Ng（馬來西亞）：Sea的未來可達萬億市值！","htmlText":"來自馬來西亞的<a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 是一位堅定的價值投資者，對於公司基本面研究他很有一套。美股、澳股，房產均在他的投資範圍內。Sea是他的研究首選，與此同時他還看好美股科技股、網絡安全股，以及高增長的中國和印度市場。原因是什麼呢？一起去了解下吧→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 37歲，來自馬來西亞，職業是銷售經理。會計專業畢業，擅長數據分析，喜歡投資。愛好是打電動遊戲機。 T：歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢？ 去年八月，朋友上了一堂價值投資課程，覺得不錯便介紹給了我。當時在馬來西亞買美股，如果用本地券商平臺非常昂貴，一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵，費用很低，有時參加活動還有免傭卡。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 一開始只是下載試試，哪知道開戶是那麼容易，一天搞定！ app也非常好用，很多資訊。 T： 您的投資理財觀是如何建立起來的？聊聊投資背景吧~ 從小媽媽就教了我理財的重要性，所以我本人都是很節省，只花該花的錢，把存下來的錢拿去投資。目的就是要達到財富自由，提早退休，做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資，當時母親做生意，買了股票沒時間看，就叫我天天看報紙盯着那幾只她買的股票，就這樣直到我中學畢業，夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課，亂聽消息買股票，其實都是虧錢的。大概在2014年，我就完全停止買股票了，因爲真的虧了許多錢","listText":"來自馬來西亞的<a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 是一位堅定的價值投資者，對於公司基本面研究他很有一套。美股、澳股，房產均在他的投資範圍內。Sea是他的研究首選，與此同時他還看好美股科技股、網絡安全股，以及高增長的中國和印度市場。原因是什麼呢？一起去了解下吧→→→ <a target=\"_blank\" href=\"https://laohu8.com/U/3562206499105387\">@CY_Ng</a> 37歲，來自馬來西亞，職業是銷售經理。會計專業畢業，擅長數據分析，喜歡投資。愛好是打電動遊戲機。 T：歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢？ 去年八月，朋友上了一堂價值投資課程，覺得不錯便介紹給了我。當時在馬來西亞買美股，如果用本地券商平臺非常昂貴，一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵，費用很低，有時參加活動還有免傭卡。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 一開始只是下載試試，哪知道開戶是那麼容易，一天搞定！ app也非常好用，很多資訊。 T： 您的投資理財觀是如何建立起來的？聊聊投資背景吧~ 從小媽媽就教了我理財的重要性，所以我本人都是很節省，只花該花的錢，把存下來的錢拿去投資。目的就是要達到財富自由，提早退休，做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資，當時母親做生意，買了股票沒時間看，就叫我天天看報紙盯着那幾只她買的股票，就這樣直到我中學畢業，夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課，亂聽消息買股票，其實都是虧錢的。大概在2014年，我就完全停止買股票了，因爲真的虧了許多錢","text":"來自馬來西亞的@CY_Ng 是一位堅定的價值投資者，對於公司基本面研究他很有一套。美股、澳股，房產均在他的投資範圍內。Sea是他的研究首選，與此同時他還看好美股科技股、網絡安全股，以及高增長的中國和印度市場。原因是什麼呢？一起去了解下吧→→→ @CY_Ng 37歲，來自馬來西亞，職業是銷售經理。會計專業畢業，擅長數據分析，喜歡投資。愛好是打電動遊戲機。 T：歡迎馬來西亞的虎友CY~您是如何瞭解到老虎證券的呢？ 去年八月，朋友上了一堂價值投資課程，覺得不錯便介紹給了我。當時在馬來西亞買美股，如果用本地券商平臺非常昂貴，一次交易可能需要給10~20美元費用。所以我朋友推薦我用老虎證劵，費用很低，有時參加活動還有免傭卡。$老虎證券(TIGR)$ 一開始只是下載試試，哪知道開戶是那麼容易，一天搞定！ app也非常好用，很多資訊。 T： 您的投資理財觀是如何建立起來的？聊聊投資背景吧~ 從小媽媽就教了我理財的重要性，所以我本人都是很節省，只花該花的錢，把存下來的錢拿去投資。目的就是要達到財富自由，提早退休，做自己喜歡做的事。 其實我在小學時就開始接觸到股票投資，當時母親做生意，買了股票沒時間看，就叫我天天看報紙盯着那幾只她買的股票，就這樣直到我中學畢業，夠18歲就開了股票賬戶而開始了我的投資。 前面十多年都是沒做功課，亂聽消息買股票，其實都是虧錢的。大概在2014年，我就完全停止買股票了，因爲真的虧了許多錢","images":[{"img":"https://static.tigerbbs.com/ccf80d701aa1f2da2cdd0ffaad03fbae","width":"492","height":"323"},{"img":"https://static.tigerbbs.com/088377b85e8211ef9356e9aef0000efa","width":"1004","height":"584"},{"img":"https://static.tigerbbs.com/067f0738eca76675ff9f1553dab564a1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882584890","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887079567,"gmtCreate":1631950814859,"gmtModify":1676530676997,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887079567","repostId":"1153895876","repostType":4,"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":180653278,"gmtCreate":1623202817294,"gmtModify":1704198243334,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/180653278","repostId":"1183494841","repostType":4,"repost":{"id":"1183494841","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":1623201897,"share":"https://ttm.financial/m/news/1183494841?lang=en_US&edition=fundamental","pubTime":"2021-06-09 09:24","market":"us","language":"zh","title":"Opening: Hang Seng Index fell 0.04%, pharmaceutical stocks continued to be active","url":"https://stock-news.laohu8.com/highlight/detail?id=1183494841","media":"老虎资讯综合","summary":"6月9日讯，港股三大指数小幅低开，恒指跌0.04%报28771点，国指跌0.13%报10715点，恒生科技指数跌0.13%报7970点。盘面上，医药股持续活跃，康宁杰瑞制药、基石药业均高开3%；石油股","content":"<p>On June 9, the three major Hong Kong stock indexes had a slight open low. The Hang Seng Index fell 0.04% to 28,771 points, the State Index fell 0.13% to 10,715 points, and the Hang Seng Technology Index fell 0.13% to 7,970 points.<img src=\"https://static.tigerbbs.com/2c1b7fdbf5cfd67716ba69045122327b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">On the disk, pharmaceutical stocks continued to be active,<a href=\"https://laohu8.com/S/GLW\">Corning</a>Jerry Pharmaceuticals and CStone Pharmaceuticals both opened 3% higher; Oil stocks, property stocks, port shipping stocks, semiconductor stocks, and coal stocks mostly rose, and all three barrels of oil opened higher; Auto stocks were mixed,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>、<a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>Fell more than 2%,<a href=\"https://laohu8.com/S/01211\">BYD shares</a>、<a href=\"https://laohu8.com/S/601238\">GAC Group</a>Equal high opening; Large technology stocks generally fell,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The group fell more than 1%, Meituan, Xiaomi,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Both fell; Mobile phone concept stocks, banking stocks, and telecommunications stocks fell significantly. The precious metals sector performed weakly,<a href=\"https://laohu8.com/S/00815\">China Silver Group</a>(00815. HK) opened down nearly 10%,<a href=\"https://laohu8.com/S/02099\">China Gold International</a>With<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a><a href=\"https://laohu8.com/S/01787\">$(01787)$</a>Fell slightly.</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>Opening: Hang Seng Index fell 0.04%, pharmaceutical stocks continued to be active</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\">\nOpening: Hang Seng Index fell 0.04%, pharmaceutical stocks continued to be active\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-09 09:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 9, the three major Hong Kong stock indexes had a slight open low. The Hang Seng Index fell 0.04% to 28,771 points, the State Index fell 0.13% to 10,715 points, and the Hang Seng Technology Index fell 0.13% to 7,970 points.<img src=\"https://static.tigerbbs.com/2c1b7fdbf5cfd67716ba69045122327b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">On the disk, pharmaceutical stocks continued to be active,<a href=\"https://laohu8.com/S/GLW\">Corning</a>Jerry Pharmaceuticals and CStone Pharmaceuticals both opened 3% higher; Oil stocks, property stocks, port shipping stocks, semiconductor stocks, and coal stocks mostly rose, and all three barrels of oil opened higher; Auto stocks were mixed,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>、<a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>Fell more than 2%,<a href=\"https://laohu8.com/S/01211\">BYD shares</a>、<a href=\"https://laohu8.com/S/601238\">GAC Group</a>Equal high opening; Large technology stocks generally fell,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The group fell more than 1%, Meituan, Xiaomi,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Both fell; Mobile phone concept stocks, banking stocks, and telecommunications stocks fell significantly. The precious metals sector performed weakly,<a href=\"https://laohu8.com/S/00815\">China Silver Group</a>(00815. HK) opened down nearly 10%,<a href=\"https://laohu8.com/S/02099\">China Gold International</a>With<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a><a href=\"https://laohu8.com/S/01787\">$(01787)$</a>Fell slightly.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"159938":"医药","513600":"恒生指数ETF南方","02833":"恒指ETF","09939":"开拓药业-B","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183494841","content_text":"6月9日讯，港股三大指数小幅低开，恒指跌0.04%报28771点，国指跌0.13%报10715点，恒生科技指数跌0.13%报7970点。盘面上，医药股持续活跃，康宁杰瑞制药、基石药业均高开3%；石油股、物业股、港口航运股、半导体股、煤炭股多数上涨，三桶油均高开；汽车股涨跌各半，长城汽车、恒大汽车跌超2%，比亚迪股份、广汽集团等高开；大型科技股普跌，京东集团跌超1%，美团、小米、百度均有跌幅；手机概念股、银行股、电信股走低明显。贵金属板块表现疲软，中国白银集团(00815.HK)开跌近10%，中国黄金国际与山东黄金$(01787)$微跌。","news_type":1,"symbols_score_info":{"159938":0.9,"513600":0.9,"02833":0.9,"HSI":0.9,"MHImain":0.9,"HSImain":0.9,"09939":0.9,"HHImain":0.9,"MCHmain":0.9}},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340970490,"gmtCreate":1617334336710,"gmtModify":1704698914500,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340970490","repostId":"1110583815","repostType":4,"repost":{"id":"1110583815","kind":"news","weMediaInfo":{"introduction":"关注IPO最新资讯，第一时间传播市场动态及投资价值，专业提供IPO项目咨询服务。","home_visible":1,"media_name":"IPO早知道","id":"1002830115","head_image":"https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a"},"pubTimestamp":1617289542,"share":"https://ttm.financial/m/news/1110583815?lang=en_US&edition=fundamental","pubTime":"2021-04-01 23:05","market":"us","language":"zh","title":"\"The first shared charging stock\" is here! Monster charging rose nearly 6%!","url":"https://stock-news.laohu8.com/highlight/detail?id=1110583815","media":"IPO早知道","summary":"4月1日，“共享充电第一股”怪兽充电首日涨近6% ，怪兽充电2020年以34.4%的市场份额位列共享充电行业第一，是中国最大的共享充电运营商。怪兽充电的财务数据显示，该公司的营收增速、毛利润增速很快，","content":"<p>On April 1, Monster Charging, the \"No. 1 shared charging stock\", rose nearly 6% on the first day. Monster Charging ranked first in the shared charging industry with a market share of 34.4% in 2020, and is the largest shared charging operator in China. The financial data of Monster Charging shows that the company's revenue growth and gross profit are growing rapidly, and the cash flow from operations is increasing, but the operating profit is on a downward trend.</p><p><img src=\"https://static.tigerbbs.com/508af0a1e6f01abf1673c88b1f9ccd8f\" tg-width=\"825\" tg-height=\"613\"></p><p>Monster Charging plans to issue 17.5 million American Depositary Shares (ADS) in this IPO. In addition,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/C\">Citigroup</a>Underwriters such as Huaxing and Huaxing enjoy the over-allotment right of 2.625 million ADS shares in total, that is, the fundraising scale after the implementation of the \"green shoe mechanism\" will reach approximately US $252 million at most.</p><p>It is worth noting that Hillhouse Capital, the existing shareholder of Monster Charging, intends to subscribe for ADSs of up to US $50 million at the IPO price, while Xiaomi, which is also a current shareholder, intends to subscribe for ADSs of up to US $10 million at the IPO price; Aspex, a well-known investment institution, intends to subscribe for up to US $50 million in ADSs at the IPO price, that is, the three will subscribe for up to US $110 million in total.</p><p>Before the IPO, Monster Charging founder, chairman and CEO Cai Guangyuan, co-founder and CMO Xu Peifeng, and co-founder and CMO Zhang Yaoyu held 6.6%, 4.6% and 1.2% of the shares respectively. Since Monster Charging adopts an AB-share structure, the founding team still holds majority voting rights and control rights.</p><p>Among external investors, Ali holds 16.5% of the shares of Monster Charging and is the largest institutional investor; Hillhouse Capital holds 11.7% of the shares, another institutional investor holding more than 10% of the shares; Hillhouse Capital Operating Partner, former Meituan COO, former<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Gan Jiawei (Forrest Gump), vice president of sales, personally holds 1.9% of the shares.</p><p>In addition, Shunwei Capital, SoftBank, Xiaomi, Shanghui Capital, Yunjiu Capital and CMC Capital hold 8.8%, 7.7%, 7.5%, 7.5%, 5.8% and 5.4% of the shares respectively.</p><p>It is worth mentioning that the two people who represent investors on the board of directors of Monster Charging are Zhang Feng, partner, vice president and chairman of the purchasing committee of Xiaomi Group, and Li Juan, senior director of Ant Financial.</p><p>After the IPO, the shareholding ratios of Alibaba, Hillhouse Capital, Shunwei Capital, Softbank, Xiaomi, Shangxuan Capital, Yunjiu Capital and CMC Capital will be 15.3%, 10.9%, 8.2%, 7.2%, and 7.0% respectively., 7.0%, 5.4% and 5.0%; The aggregate voting rights of the directors and management team are 64.4%.</p><p>As of December 31, 2020, Monster Charging has more than 664,000 POI points and more than 5 million mobile power supplies in more than 1,500 regions in China, covering entertainment venues, restaurants, shopping malls, hotels, transportation hubs and other public places.</p><p>Among them, about 57.6% of monster charging points are located in first-and second-tier cities, and about 42.4% are located in third-tier cities and below.</p><p>IResearch's report shows that Monster Charging is the country's largest mobile device fee-based service provider in terms of 2020 revenue.</p><p>As of December 31, 2020, the cumulative number of registered users of Monster Charging was 219 million, a net increase of 70 million compared to 149 million as of December 31, 2019.</p><p>In 2019 and 2020, the operating income of Monster Charging was 2.022 billion yuan and 2.809 billion yuan respectively, a year-on-year increase of 38.9%; Net profits were 166 million yuan and 75.4 million yuan respectively; The adjusted net profits were 207 million yuan and 113 million yuan respectively.</p><p>In contrast, Monster Charging is not that profitable. In 2020, the net profit and net profit margin of Monster Charging will be 75.4 million yuan and 2.7% respectively, a decrease from 166 million yuan and 8.2% in 2019; The adjusted net profit also dropped from 207 million yuan in 2019 to 113 million yuan.</p><p>From the perspective of market space, iResearch's report shows that as of the end of 2020, mobile device charging services only accounted for 9.3% of China's potential POI points.</p><p>Among them, the penetration rate of first-and second-tier cities in 2020 is 19.1%, and the penetration rate of third-tier cities and below is 3.7%. IResearch expects these two figures to reach 45.5% and 39.4% by 2024.</p><p>This means that for industry leaders like Monster Charging, there is still considerable room for growth in the future.</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>\"The first shared charging stock\" is here! Monster charging rose nearly 6%!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"The first shared charging stock\" is here! Monster charging rose nearly 6%!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002830115\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">IPO早知道 </p>\n<p class=\"h-time smaller\">2021-04-01 23:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 1, Monster Charging, the \"No. 1 shared charging stock\", rose nearly 6% on the first day. Monster Charging ranked first in the shared charging industry with a market share of 34.4% in 2020, and is the largest shared charging operator in China. The financial data of Monster Charging shows that the company's revenue growth and gross profit are growing rapidly, and the cash flow from operations is increasing, but the operating profit is on a downward trend.</p><p><img src=\"https://static.tigerbbs.com/508af0a1e6f01abf1673c88b1f9ccd8f\" tg-width=\"825\" tg-height=\"613\"></p><p>Monster Charging plans to issue 17.5 million American Depositary Shares (ADS) in this IPO. In addition,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/C\">Citigroup</a>Underwriters such as Huaxing and Huaxing enjoy the over-allotment right of 2.625 million ADS shares in total, that is, the fundraising scale after the implementation of the \"green shoe mechanism\" will reach approximately US $252 million at most.</p><p>It is worth noting that Hillhouse Capital, the existing shareholder of Monster Charging, intends to subscribe for ADSs of up to US $50 million at the IPO price, while Xiaomi, which is also a current shareholder, intends to subscribe for ADSs of up to US $10 million at the IPO price; Aspex, a well-known investment institution, intends to subscribe for up to US $50 million in ADSs at the IPO price, that is, the three will subscribe for up to US $110 million in total.</p><p>Before the IPO, Monster Charging founder, chairman and CEO Cai Guangyuan, co-founder and CMO Xu Peifeng, and co-founder and CMO Zhang Yaoyu held 6.6%, 4.6% and 1.2% of the shares respectively. Since Monster Charging adopts an AB-share structure, the founding team still holds majority voting rights and control rights.</p><p>Among external investors, Ali holds 16.5% of the shares of Monster Charging and is the largest institutional investor; Hillhouse Capital holds 11.7% of the shares, another institutional investor holding more than 10% of the shares; Hillhouse Capital Operating Partner, former Meituan COO, former<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Gan Jiawei (Forrest Gump), vice president of sales, personally holds 1.9% of the shares.</p><p>In addition, Shunwei Capital, SoftBank, Xiaomi, Shanghui Capital, Yunjiu Capital and CMC Capital hold 8.8%, 7.7%, 7.5%, 7.5%, 5.8% and 5.4% of the shares respectively.</p><p>It is worth mentioning that the two people who represent investors on the board of directors of Monster Charging are Zhang Feng, partner, vice president and chairman of the purchasing committee of Xiaomi Group, and Li Juan, senior director of Ant Financial.</p><p>After the IPO, the shareholding ratios of Alibaba, Hillhouse Capital, Shunwei Capital, Softbank, Xiaomi, Shangxuan Capital, Yunjiu Capital and CMC Capital will be 15.3%, 10.9%, 8.2%, 7.2%, and 7.0% respectively., 7.0%, 5.4% and 5.0%; The aggregate voting rights of the directors and management team are 64.4%.</p><p>As of December 31, 2020, Monster Charging has more than 664,000 POI points and more than 5 million mobile power supplies in more than 1,500 regions in China, covering entertainment venues, restaurants, shopping malls, hotels, transportation hubs and other public places.</p><p>Among them, about 57.6% of monster charging points are located in first-and second-tier cities, and about 42.4% are located in third-tier cities and below.</p><p>IResearch's report shows that Monster Charging is the country's largest mobile device fee-based service provider in terms of 2020 revenue.</p><p>As of December 31, 2020, the cumulative number of registered users of Monster Charging was 219 million, a net increase of 70 million compared to 149 million as of December 31, 2019.</p><p>In 2019 and 2020, the operating income of Monster Charging was 2.022 billion yuan and 2.809 billion yuan respectively, a year-on-year increase of 38.9%; Net profits were 166 million yuan and 75.4 million yuan respectively; The adjusted net profits were 207 million yuan and 113 million yuan respectively.</p><p>In contrast, Monster Charging is not that profitable. In 2020, the net profit and net profit margin of Monster Charging will be 75.4 million yuan and 2.7% respectively, a decrease from 166 million yuan and 8.2% in 2019; The adjusted net profit also dropped from 207 million yuan in 2019 to 113 million yuan.</p><p>From the perspective of market space, iResearch's report shows that as of the end of 2020, mobile device charging services only accounted for 9.3% of China's potential POI points.</p><p>Among them, the penetration rate of first-and second-tier cities in 2020 is 19.1%, and the penetration rate of third-tier cities and below is 3.7%. IResearch expects these two figures to reach 45.5% and 39.4% by 2024.</p><p>This means that for industry leaders like Monster Charging, there is still considerable room for growth in the future.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/64900ef8a53ae3a0c0a96f732e808ae9","relate_stocks":{"EM":"怪兽充电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110583815","content_text":"4月1日，“共享充电第一股”怪兽充电首日涨近6% ，怪兽充电2020年以34.4%的市场份额位列共享充电行业第一，是中国最大的共享充电运营商。怪兽充电的财务数据显示，该公司的营收增速、毛利润增速很快，来自于运营的现金流在增加，但运营利润却呈下降趋势。怪兽充电计划在本次IPO中发行1750万股美国存托股票（ADS），此外，高盛、花旗、华兴等承销商总计享有262.5万股ADS的超额配售权，即执行“绿鞋机制”后的募资规模将至多达到约2.52亿美元。值得注意的是，怪兽充电的现有股东高瓴资本有意以IPO价格认购至多5000万美元的ADS，同为现股东的小米则有意以IPO价格认购至多1000万美元的ADS；而知名投资机构Aspex则有意以IPO价格认购至多5000万美元的ADS，即三者合计认购至多1.1亿美元。IPO前，怪兽充电创始人、董事长兼CEO蔡光渊、联合创始人兼CMO徐培峰以及联合创始人兼CMO张耀榆分别持有6.6%、4.6%和1.2%的股份。鉴于怪兽充电采用AB股架构，因此创始团队仍掌握多数投票权和控制权。外部投资方中，阿里持有怪兽充电16.5%的股份，为最大机构投资方；而高瓴资本持股11.7%，为另一持股超10%的机构投资方；高瓴资本运营合伙人、前美团COO、前阿里巴巴销售副总裁干嘉伟（阿甘）则个人持股1.9%。此外，顺为资本、软银、小米、尚珹资本、云九资本和CMC资本分别持有8.8%、7.7%、7.5%、7.5%、5.8%和5.4%的股份。值得一提的是，代表投资方进入怪兽充电董事会的二人分别为小米集团合伙人、副总裁、采购委员会主席张峰以及蚂蚁金服资深总监李娟。IPO后，阿里巴巴、高瓴资本、，顺为资本、软银、小米、尚珹资本、云九资本和CMC资本的持股比例将分别为15.3%、10.9%、8.2%、7.2%、7.0%、7.0%、5.4%和5.0%；而董事及管理团队的合计投票权为64.4%。截至2020年12月31日，怪兽充电在中国超过1500个地区拥有超过66.4万个POI点位和超过500万个移动电源，覆盖娱乐场所、餐厅、购物中心、酒店、交通枢纽和其他公共场所。其中，怪兽充电约57.6%的点位位于一、二线城市，约42.4%则位于三线及以下城市。艾瑞咨询的报告显示，按2020年收入计算，怪兽充电是中国最大的移动设备收费服务提供商。截至2020年12月31日，怪兽充电的累计注册用户为2.19亿，相较截至2019年12月31日的1.49亿净增7000万。2019年和2020年，怪兽充电的营业收入分别为20.22亿元和28.09亿元，同比增加38.9%；净利润分别为1.66亿元和7540万元；经调整净利润则分别为2.07亿元和1.13亿元。相比之下，怪兽充电的利润并没有那么高。2020年，怪兽充电的净利润和净利润率分别为7540万元和2.7%，较2019年的1.66亿元和8.2%有所减少；经调整净利润则同样从2019年的2.07亿元降至1.13亿元。从市场空间来看，艾瑞咨询的报告显示，截至2020年年底，移动设备充电服务仅占中国潜在POI点位的9.3%。其中，2020年一、二线城市的渗透率为19.1%，三线及以下城市的渗透率为3.7%。艾瑞咨询预计，到2024年，这两个数字将达到45.5%和39.4%。这意味着，对于怪兽充电这样的行业头部玩家而言，未来的增量空间还是较为可观。","news_type":1,"symbols_score_info":{"EM":0.9}},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154566584,"gmtCreate":1625534839748,"gmtModify":1703743172692,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154566584","repostId":"1115067366","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373429624,"gmtCreate":1618879044368,"gmtModify":1704716205923,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373429624","repostId":"1160784392","repostType":4,"repost":{"id":"1160784392","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":1618822708,"share":"https://ttm.financial/m/news/1160784392?lang=en_US&edition=fundamental","pubTime":"2021-04-19 16:58","market":"hk","language":"zh","title":"Meituan places 187 million shares at HK $265-274 per share","url":"https://stock-news.laohu8.com/highlight/detail?id=1160784392","media":"老虎资讯综合","summary":"4月19日，据知情人士获得的文件显示，美团计划通过配股和发债筹资多达100亿美元。美团将通过先旧后新方式，以每股265-274港元价格（以今日收盘价289.2港元计算折价5.3%-8.4%）配售1.8","content":"<p>On April 19, according to documents obtained by people familiar with the matter, Meituan plans to raise as much as $10 billion through rights issue and bond issuance. Meituan will place 187 million shares at a price of HK $265-274 per share (a discount of 5.3%-8.4% based on today's closing price of HK $289.2) through a top-up approach, raising up to US $7 billion, of which shareholder Tencent Holdings will subscribe for US $400 million worth of shares.</p><p>In addition, Meituan will raise US $3 billion through the issuance of convertible bonds. Goldman Sachs and Bank of America are joint bookrunners for the offering.<img src=\"https://static.tigerbbs.com/8298817ca83fd15a83d6b84f03c6a1ef\" tg-width=\"1200\" tg-height=\"530\" referrerpolicy=\"no-referrer\">According to data from the Central Clearing System (CCASS) of the Stock Exchange, some shareholders of Meituan earlier converted more than 300 million shares or 5.12% of their shares to Goldman Sachs. The market speculated that the sale of shares might be involved, but the company subsequently denied the rumors.</p><p>Related reading:<a href=\"https://laohu8.com/NW/1146102416\" target=\"_blank\">Meituan's placement real hammer: placing 187 million shares with a maximum discount of 8.4%</a></p><p><img src=\"https://static.tigerbbs.com/33493967c8c96e9fa0fed5d407d1c99a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan places 187 million shares at HK $265-274 per share</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\">\nMeituan places 187 million shares at HK $265-274 per share\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-19 16:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 19, according to documents obtained by people familiar with the matter, Meituan plans to raise as much as $10 billion through rights issue and bond issuance. Meituan will place 187 million shares at a price of HK $265-274 per share (a discount of 5.3%-8.4% based on today's closing price of HK $289.2) through a top-up approach, raising up to US $7 billion, of which shareholder Tencent Holdings will subscribe for US $400 million worth of shares.</p><p>In addition, Meituan will raise US $3 billion through the issuance of convertible bonds. Goldman Sachs and Bank of America are joint bookrunners for the offering.<img src=\"https://static.tigerbbs.com/8298817ca83fd15a83d6b84f03c6a1ef\" tg-width=\"1200\" tg-height=\"530\" referrerpolicy=\"no-referrer\">According to data from the Central Clearing System (CCASS) of the Stock Exchange, some shareholders of Meituan earlier converted more than 300 million shares or 5.12% of their shares to Goldman Sachs. The market speculated that the sale of shares might be involved, but the company subsequently denied the rumors.</p><p>Related reading:<a href=\"https://laohu8.com/NW/1146102416\" target=\"_blank\">Meituan's placement real hammer: placing 187 million shares with a maximum discount of 8.4%</a></p><p><img src=\"https://static.tigerbbs.com/33493967c8c96e9fa0fed5d407d1c99a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4589810b25a8b6d34214e0147613ce0c","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160784392","content_text":"4月19日，据知情人士获得的文件显示，美团计划通过配股和发债筹资多达100亿美元。美团将通过先旧后新方式，以每股265-274港元价格（以今日收盘价289.2港元计算折价5.3%-8.4%）配售1.87亿股，筹资最多70亿美元，其中股东腾讯控股将认购价值4亿美元的股份。另外美团还将通过发行可转债筹资30亿美元。高盛和美银为本次发行的联席簿记管理人。联交所中央结算系统(CCASS)数据显示，美团早前有股东将逾3亿股或5.12%持股转为由高盛持仓，市场猜测或涉及售股，但公司随后否认有关传闻。相关阅读：美团配售实锤：最高折让8.4%配售1.87亿股","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349855395,"gmtCreate":1617592177917,"gmtModify":1704700641589,"author":{"id":"3558600224159473","authorId":"3558600224159473","name":"飞车手","avatar":"https://static.tigerbbs.com/bf0759d20d5ebdba8ca5268455b124b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558600224159473","idStr":"3558600224159473"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/349855395","repostId":"349837581","repostType":1,"repost":{"id":349837581,"gmtCreate":1617587016843,"gmtModify":1715776357245,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105760314666","idStr":"3524105760314666"},"themes":[],"title":"信記號年份普洱茶｜四大產地茶王樹保護及開採：老班章站","htmlText":"隨着古樹普洱茶市場的持續升溫，名茶山和古茶樹的保護和管護問題引起行業主管部門以及有識之士的高度重視。日前，雲南省林業和草原局明確提出要全力保護好古茶樹資源，引入古樹茶“法定產區”概念，並強調要科學制定古茶樹資源保護利用專項規劃和採摘規範，引發社會各界廣泛關注。正因爲相同的保護生態理念，八馬茶業贏得了雲南普洱茶四大知名產區茶王樹保護及採摘權。4月3日，八馬茶業信記號走進中國普洱茶第一村——老班章村，這是今年春茶季八馬“千年之約·茶王盛宴”走進曼夕山、老班章、冰島五寨、鳳慶普家山四大知名產區，開展茶王樹和茶後樹“保護開採”的系列活動第二站。本次活動也是老班章茶後樹“開年第一採”。八馬茶業信記號普洱茶對老班章核心產區的古樹“茶後”實行春茶的首度保護性採摘，而“茶王”則進行停採保護。老班章村轄內茶王茶後樹兼具文化價值、經濟價值、生態價值和物種價值，被譽爲“普洱茶皇冠上的明珠”。本次保護及採摘是加強茶王、茶後樹的保護，不僅可以實現寶貴資源的可持續發展，而且對維護生物多樣性以及生態平衡具有重要的現實意義。▲老班章茶王樹停採保護，茶後樹開採基於老班章村茶王樹正值輪休期的判斷，八馬茶業決定對茶王樹停採一年，助其休養生息。爲更好地保護古茶樹，茶後樹的開採也制定了嚴格的“二採三留”採摘標準，並安排專人全程監督和記錄。▲2021年老班章茶後樹第一簍茶青活動現場，公證人員對茶後樹採摘進行了公證，並進行現場稱重。春茶季採製而成的相關產品，將通過八馬茶業2000多家連鎖專賣店，走向全國各地，爲普洱茶愛好者帶去春的訊息以及中國誠意。據瞭解，當天上午10：00還進行了“2021年老班章茶王、茶後樹保護開採儀式”新媒體直播。在近90分鐘的直播裏，主播帶大家瞭解了老班章春茶生長情況，以及茶王、茶後的保護採摘等內容，吸引了62.32萬茶友觀看。普洱茶界，班章爲王。老班章的“封王之路”可謂盡佔天時、地利、人和優勢","listText":"隨着古樹普洱茶市場的持續升溫，名茶山和古茶樹的保護和管護問題引起行業主管部門以及有識之士的高度重視。日前，雲南省林業和草原局明確提出要全力保護好古茶樹資源，引入古樹茶“法定產區”概念，並強調要科學制定古茶樹資源保護利用專項規劃和採摘規範，引發社會各界廣泛關注。正因爲相同的保護生態理念，八馬茶業贏得了雲南普洱茶四大知名產區茶王樹保護及採摘權。4月3日，八馬茶業信記號走進中國普洱茶第一村——老班章村，這是今年春茶季八馬“千年之約·茶王盛宴”走進曼夕山、老班章、冰島五寨、鳳慶普家山四大知名產區，開展茶王樹和茶後樹“保護開採”的系列活動第二站。本次活動也是老班章茶後樹“開年第一採”。八馬茶業信記號普洱茶對老班章核心產區的古樹“茶後”實行春茶的首度保護性採摘，而“茶王”則進行停採保護。老班章村轄內茶王茶後樹兼具文化價值、經濟價值、生態價值和物種價值，被譽爲“普洱茶皇冠上的明珠”。本次保護及採摘是加強茶王、茶後樹的保護，不僅可以實現寶貴資源的可持續發展，而且對維護生物多樣性以及生態平衡具有重要的現實意義。▲老班章茶王樹停採保護，茶後樹開採基於老班章村茶王樹正值輪休期的判斷，八馬茶業決定對茶王樹停採一年，助其休養生息。爲更好地保護古茶樹，茶後樹的開採也制定了嚴格的“二採三留”採摘標準，並安排專人全程監督和記錄。▲2021年老班章茶後樹第一簍茶青活動現場，公證人員對茶後樹採摘進行了公證，並進行現場稱重。春茶季採製而成的相關產品，將通過八馬茶業2000多家連鎖專賣店，走向全國各地，爲普洱茶愛好者帶去春的訊息以及中國誠意。據瞭解，當天上午10：00還進行了“2021年老班章茶王、茶後樹保護開採儀式”新媒體直播。在近90分鐘的直播裏，主播帶大家瞭解了老班章春茶生長情況，以及茶王、茶後的保護採摘等內容，吸引了62.32萬茶友觀看。普洱茶界，班章爲王。老班章的“封王之路”可謂盡佔天時、地利、人和優勢","text":"隨着古樹普洱茶市場的持續升溫，名茶山和古茶樹的保護和管護問題引起行業主管部門以及有識之士的高度重視。日前，雲南省林業和草原局明確提出要全力保護好古茶樹資源，引入古樹茶“法定產區”概念，並強調要科學制定古茶樹資源保護利用專項規劃和採摘規範，引發社會各界廣泛關注。正因爲相同的保護生態理念，八馬茶業贏得了雲南普洱茶四大知名產區茶王樹保護及採摘權。4月3日，八馬茶業信記號走進中國普洱茶第一村——老班章村，這是今年春茶季八馬“千年之約·茶王盛宴”走進曼夕山、老班章、冰島五寨、鳳慶普家山四大知名產區，開展茶王樹和茶後樹“保護開採”的系列活動第二站。本次活動也是老班章茶後樹“開年第一採”。八馬茶業信記號普洱茶對老班章核心產區的古樹“茶後”實行春茶的首度保護性採摘，而“茶王”則進行停採保護。老班章村轄內茶王茶後樹兼具文化價值、經濟價值、生態價值和物種價值，被譽爲“普洱茶皇冠上的明珠”。本次保護及採摘是加強茶王、茶後樹的保護，不僅可以實現寶貴資源的可持續發展，而且對維護生物多樣性以及生態平衡具有重要的現實意義。▲老班章茶王樹停採保護，茶後樹開採基於老班章村茶王樹正值輪休期的判斷，八馬茶業決定對茶王樹停採一年，助其休養生息。爲更好地保護古茶樹，茶後樹的開採也制定了嚴格的“二採三留”採摘標準，並安排專人全程監督和記錄。▲2021年老班章茶後樹第一簍茶青活動現場，公證人員對茶後樹採摘進行了公證，並進行現場稱重。春茶季採製而成的相關產品，將通過八馬茶業2000多家連鎖專賣店，走向全國各地，爲普洱茶愛好者帶去春的訊息以及中國誠意。據瞭解，當天上午10：00還進行了“2021年老班章茶王、茶後樹保護開採儀式”新媒體直播。在近90分鐘的直播裏，主播帶大家瞭解了老班章春茶生長情況，以及茶王、茶後的保護採摘等內容，吸引了62.32萬茶友觀看。普洱茶界，班章爲王。老班章的“封王之路”可謂盡佔天時、地利、人和優勢","images":[{"img":"https://static.tigerbbs.com/4c725fdcb9df7fc3f52b6b0e031e625b","width":"1080","height":"608"},{"img":"https://static.tigerbbs.com/49fd260291943632cc1e21ae4c264fd9","width":"1080","height":"720"},{"img":"https://static.tigerbbs.com/eb894e148cd56acd1b4ff71566b969dd","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349837581","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142698667,"gmtCreate":1626144333459,"gmtModify":1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