SHINCHONG的个人主页 - 老虎社区

SHINCHONG

SHINCHONG

美股投資愛好者不買港股

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2024-05-13

$DiDi Global Inc.(DIDIY)$ 期待滴滴起飞

2023-04-25

$阿里巴巴-SW(09988)$ 我的妈呀我的头号重仓你这是要玩死我吗

2021-08-02

$DiDi Global Inc.(DIDI)$怎么盘前又跌了

2021-07-20

$滴滴(DIDI)$11.36的本什么时候可以翻倍长期持有

2022-06-06

$滴滴(DIDI)$滴滴估计要有一波新用户注册福利来了

2023-04-25

$美团-W(03690)$ 1000股买好跌破100再买500股

2021-06-24

$高途(GOTU)$一心持有到100

2021-07-15

$台积电(TSM)$500万*30美元利润不及预期是因为买疫苗了吧#台积电二季度利润不及预期

2022-11-29

$碧桂园(02007)$ 是时候抄房产股碧桂园这波看到了10港币

2022-06-09

$阿里巴巴(BABA)$开心🥳

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冲起来 坐等回到300","listText":"我也看多 冲起来 坐等回到300","text":"我也看多 冲起来 坐等回到300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307384712618184","isVote":1,"tweetType":1,"viewCount":4405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305772402757824,"gmtCreate":1715686122198,"gmtModify":1715686123833,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"这利润 跌幅要命","listText":"这利润 跌幅要命","text":"这利润 跌幅要命","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305772402757824","repostId":"1150272029","repostType":2,"repost":{"id":"1150272029","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":1715682635,"share":"https://www.laohu8.com/m/news/1150272029?lang=zh_CN&edition=full","pubTime":"2024-05-14 18:30","market":"us","language":"zh","title":"阿里第四财季营收2218.7亿元，同比增7%，派发约40亿美元股息","url":"https://stock-news.laohu8.com/highlight/detail?id=1150272029","media":"老虎资讯综合","summary":"第四财季调整后净利润244.2亿元人民币，同比下降11%。","content":"<html><head></head><body><p><strong>5月14日，阿里巴巴集团发布2024财年第四财季业绩报告（注：阿里巴巴财年与自然年不同步，2023年4月1日至2024年3月31日为2024财年）：</strong></p><ul style=\"\"><li><p>第四财季营收2218.7亿元，同比增长7%。市场预期2198亿元，上年同期2082亿元。</p></li><li><p>第四财季归属于普通股股东的净利润32.7亿元人民币，同比下降86%。</p></li><li><p>第四财季调整后净利润244.2亿元人民币，同比下降11%。</p></li><li><p>第四财季调整后每ADS收益 10.14元人民币。</p></li><li><p style=\"text-align: start;\">第四财季调整后EBITDA 308.1亿元人民币，同比下降4.1%。</p></li><li><p>2024财年全年，营收为9411.68亿元，同比增长8%。</p></li><li><p>2024财年全年，净利润为713.32亿元，同比增长9%；不按美国通用会计准则，净利润为1574.79亿元，同比增长11%。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbc554e871df24d55da1899787881fd5\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39f5f319d5825a0c7ff661992d3d48a5\" title=\"\" tg-width=\"980\" tg-height=\"664\"/></p><h3 id=\"id_3733369480\">六大分部第四财季业绩</h3><p style=\"text-align: start;\">淘宝、天猫集团营收932.16亿元（约合129.10亿美元），同比增长4%。QuestMobile数据显示，截止2024年3月，淘宝以9.28亿的月活用户位居电商APP榜首。</p><p style=\"text-align: start;\">云智能集团（CIG）的营收为255.95亿元（约合35.45亿美元），同比增长3%。</p><p style=\"text-align: start;\">国际数字商业集团营收为274.48亿元（约合38.02亿美元），同比增长45%。</p><p style=\"text-align: start;\">菜鸟集团（CSNLL）的营收为245.57亿元（约合34.01亿美元），同比增长30%。</p><p style=\"text-align: start;\">本地生活集团（LSG）的营收为146.28亿元（约合20.26亿美元），同比增长19%。</p><p style=\"text-align: start;\">大文娱集团（DMEG）的营收为49.45亿元（约合6.85亿美元），同比下滑1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ab223802fb2037f66ea9d6004a89e7f\" title=\"\" tg-width=\"971\" tg-height=\"703\"/></p><h3 id=\"id_606661516\">股息及回购</h3><p>阿里宣布派发约40亿美元的2024财年股息。</p><p>阿里巴巴Q4以48亿美元回购了5.24亿股普通股，2024财年已回购125亿美元股份，持续提升股东回报。</p><h3 id=\"id_3699459786\">高管解读</h3><p>阿里巴巴集团首席执行官吴泳铭说：“本季度业绩表明我们的战略见效，阿里正在重回增长轨道。通过聚焦用户体验，淘天和国际电商业务的GMV均实现双位数同比增长。我们也欣喜见到AI产品的客户及相关云计算收入加速增长。我们将继续坚定地执行战略聚焦，面向未来把握好增长机遇。”</p><h3 id=\"id_1057653960\">股价表现</h3><p>阿里巴巴盘前股价一度跌超5%，截至发稿跌幅明显收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6f6c5e3690d4cf92a031afa65f82af5\" title=\"\" tg-width=\"901\" tg-height=\"670\"/></p></body></html>","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>阿里第四财季营收2218.7亿元，同比增7%，派发约40亿美元股息</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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阿里第四财季营收2218.7亿元，同比增7%，派发约40亿美元股息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2024-05-14 18:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>5月14日，阿里巴巴集团发布2024财年第四财季业绩报告（注：阿里巴巴财年与自然年不同步，2023年4月1日至2024年3月31日为2024财年）：</strong></p><ul style=\"\"><li><p>第四财季营收2218.7亿元，同比增长7%。市场预期2198亿元，上年同期2082亿元。</p></li><li><p>第四财季归属于普通股股东的净利润32.7亿元人民币，同比下降86%。</p></li><li><p>第四财季调整后净利润244.2亿元人民币，同比下降11%。</p></li><li><p>第四财季调整后每ADS收益 10.14元人民币。</p></li><li><p style=\"text-align: start;\">第四财季调整后EBITDA 308.1亿元人民币，同比下降4.1%。</p></li><li><p>2024财年全年，营收为9411.68亿元，同比增长8%。</p></li><li><p>2024财年全年，净利润为713.32亿元，同比增长9%；不按美国通用会计准则，净利润为1574.79亿元，同比增长11%。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbc554e871df24d55da1899787881fd5\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39f5f319d5825a0c7ff661992d3d48a5\" title=\"\" tg-width=\"980\" tg-height=\"664\"/></p><h3 id=\"id_3733369480\">六大分部第四财季业绩</h3><p style=\"text-align: start;\">淘宝、天猫集团营收932.16亿元（约合129.10亿美元），同比增长4%。QuestMobile数据显示，截止2024年3月，淘宝以9.28亿的月活用户位居电商APP榜首。</p><p style=\"text-align: start;\">云智能集团（CIG）的营收为255.95亿元（约合35.45亿美元），同比增长3%。</p><p style=\"text-align: start;\">国际数字商业集团营收为274.48亿元（约合38.02亿美元），同比增长45%。</p><p style=\"text-align: start;\">菜鸟集团（CSNLL）的营收为245.57亿元（约合34.01亿美元），同比增长30%。</p><p style=\"text-align: start;\">本地生活集团（LSG）的营收为146.28亿元（约合20.26亿美元），同比增长19%。</p><p style=\"text-align: start;\">大文娱集团（DMEG）的营收为49.45亿元（约合6.85亿美元），同比下滑1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ab223802fb2037f66ea9d6004a89e7f\" title=\"\" tg-width=\"971\" tg-height=\"703\"/></p><h3 id=\"id_606661516\">股息及回购</h3><p>阿里宣布派发约40亿美元的2024财年股息。</p><p>阿里巴巴Q4以48亿美元回购了5.24亿股普通股，2024财年已回购125亿美元股份，持续提升股东回报。</p><h3 id=\"id_3699459786\">高管解读</h3><p>阿里巴巴集团首席执行官吴泳铭说：“本季度业绩表明我们的战略见效，阿里正在重回增长轨道。通过聚焦用户体验，淘天和国际电商业务的GMV均实现双位数同比增长。我们也欣喜见到AI产品的客户及相关云计算收入加速增长。我们将继续坚定地执行战略聚焦，面向未来把握好增长机遇。”</p><h3 id=\"id_1057653960\">股价表现</h3><p>阿里巴巴盘前股价一度跌超5%，截至发稿跌幅明显收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6f6c5e3690d4cf92a031afa65f82af5\" title=\"\" tg-width=\"901\" tg-height=\"670\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150272029","content_text":"5月14日，阿里巴巴集团发布2024财年第四财季业绩报告（注：阿里巴巴财年与自然年不同步，2023年4月1日至2024年3月31日为2024财年）：第四财季营收2218.7亿元，同比增长7%。市场预期2198亿元，上年同期2082亿元。第四财季归属于普通股股东的净利润32.7亿元人民币，同比下降86%。第四财季调整后净利润244.2亿元人民币，同比下降11%。第四财季调整后每ADS收益 10.14元人民币。第四财季调整后EBITDA 308.1亿元人民币，同比下降4.1%。2024财年全年，营收为9411.68亿元，同比增长8%。2024财年全年，净利润为713.32亿元，同比增长9%；不按美国通用会计准则，净利润为1574.79亿元，同比增长11%。六大分部第四财季业绩淘宝、天猫集团营收932.16亿元（约合129.10亿美元），同比增长4%。QuestMobile数据显示，截止2024年3月，淘宝以9.28亿的月活用户位居电商APP榜首。云智能集团（CIG）的营收为255.95亿元（约合35.45亿美元），同比增长3%。国际数字商业集团营收为274.48亿元（约合38.02亿美元），同比增长45%。菜鸟集团（CSNLL）的营收为245.57亿元（约合34.01亿美元），同比增长30%。本地生活集团（LSG）的营收为146.28亿元（约合20.26亿美元），同比增长19%。大文娱集团（DMEG）的营收为49.45亿元（约合6.85亿美元），同比下滑1%。股息及回购阿里宣布派发约40亿美元的2024财年股息。阿里巴巴Q4以48亿美元回购了5.24亿股普通股，2024财年已回购125亿美元股份，持续提升股东回报。高管解读阿里巴巴集团首席执行官吴泳铭说：“本季度业绩表明我们的战略见效，阿里正在重回增长轨道。通过聚焦用户体验，淘天和国际电商业务的GMV均实现双位数同比增长。我们也欣喜见到AI产品的客户及相关云计算收入加速增长。我们将继续坚定地执行战略聚焦，面向未来把握好增长机遇。”股价表现阿里巴巴盘前股价一度跌超5%，截至发稿跌幅明显收窄。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":3968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305408363499704,"gmtCreate":1715597101466,"gmtModify":1715597406107,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 期待滴滴起飞","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 期待滴滴起飞","text":"$DiDi Global Inc.(DIDIY)$ 期待滴滴起飞","images":[{"img":"https://static.tigerbbs.com/ed478ebfd351022b29b31c8ab3d6af81","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305408363499704","isVote":1,"tweetType":1,"viewCount":4448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":233606195876152,"gmtCreate":1698061773975,"gmtModify":1698061775464,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"明天继续跌的节奏","listText":"明天继续跌的节奏","text":"明天继续跌的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233606195876152","repostId":"1125173166","repostType":4,"repost":{"id":"1125173166","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":1698059160,"share":"https://www.laohu8.com/m/news/1125173166?lang=zh_CN&edition=full","pubTime":"2023-10-23 19:06","market":"sh","language":"zh","title":"国家队又出手！中央汇金今日买入ETF，未来还会继续买","url":"https://stock-news.laohu8.com/highlight/detail?id=1125173166","media":"老虎资讯综合","summary":"并将在未来继续增持。","content":"<html><head></head><body><blockquote><p><strong>汇金公司买入ETF相当于是间接地买入一篮子股票，其买入的股票面比单纯增持四大行大得多，所得到的市场影响面与效果也可能要好得多。</strong></p></blockquote><p style=\"text-align: justify;\">汇金再出手，继增持四大行后，买入交易型开放式指数基金。</p><p style=\"text-align: justify;\">10月23日周一，中央汇金公司今日买入交易型开放式指数基金（ETF），并将在未来继续增持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d221f23a22de6e7c86ade9f381977140\" title=\"\" tg-width=\"1096\" tg-height=\"847\"/></p><p style=\"text-align: justify;\"><strong>中央汇金月内第二次出手</strong></p><p style=\"text-align: justify;\">此次买入交易型开放式指数基金是月内中央汇金第二次出手，此前增持四大行股份曾在市场引起广泛关注。</p><p style=\"text-align: justify;\">10月11日晚间，农业银行、中国银行、建设银行和工商银行先后发布公告称，控股股东中央汇金投资有限责任公司增持本行A股股份，增持数量分别为3727万股、2489万股、1838万股和2761万股，并拟在未来6个月内（自本次增持之日起算）以自身名义继续在二级市场增持本行股份。</p><p style=\"text-align: justify;\">从历史数据看，自2008年以来，汇金六次入场购买股票，在市场大幅波动时大多能起到维稳作用。</p><p style=\"text-align: justify;\"><strong>由于ETF是买入一篮子股票，所以，汇金公司买入ETF相当于是间接地买入一篮子股票，其买入的股票面大得多，所得到的市场影响面与效果也要好得多。</strong></p><h2 id=\"activity-name\" style=\"text-align: start;\">尾盘大量资金涌入部分ETF</h2><p style=\"text-align: justify;\">消息发布后，富时A50期货指数期短线拉升，现涨0.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d669f18ba3d0d014633f2a2d282d9555\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">而在10月23日收盘前最后约30分钟，华泰柏瑞沪深300ETF成交量突然放大，大量资金涌入。华泰柏瑞沪深300ETF近几个交易日成交量明显放大。</p><p style=\"text-align: justify;\">事实上，在今年震荡的市场行情中，ETF已成为资金重要的配置工具。今年以来数千亿资金借助ETF入市，其中宽基ETF备受青睐。</p><p style=\"text-align: justify;\">据Choice估算，截至10月20日，下半年以来，华泰柏瑞沪深300ETF净申购额为534.51亿元，华夏上证科创板50成份ETF净申购额超过360亿元。此外，易方达沪深300ETF、嘉实沪深300ETF、华夏沪深300ETF净申购额均在百亿元以上。</p><p style=\"text-align: justify;\">上海证券报原因分析人士称，<strong>机构投资者往往喜欢申购宽基ETF，今年以来宽基ETF获资金大幅流入，机构或是重要“买手”。</strong>除了存量ETF吸引大量资金申购以外，今年以来ETF密集成立，据统计，新成立ETF数量已超100只，也持续为市场注入活水。<strong>当前ETF仍是机构重点布局方向，并且布局节奏明显加快。</strong></p><h2 id=\"id_3886354458\" style=\"text-align: start;\">汇金入场意味这什么？</h2><p style=\"text-align: justify;\">据中国基金报，有分析称，目前的“国家队”汇金公司和中证金融公司，实际上类似于境外市场的平准基金，所以最简单直接的方式是财政部或央行向这些“国家队”大规模注资，即可实现平准基金的类似功能。</p><p style=\"text-align: justify;\">东吴证券宏观陶川团队认为，从海外和历史的经验看，提振股市信心、推动股市发挥经济“晴雨表”的作用，平准基金不失为一种“四两拨千斤”的政策手段。</p><p style=\"text-align: justify;\">华鑫证券分析师杨芹芹在研报中表示，平准基金资金来源主要包括政府、银行、证券公司、保险公司、信托公司、上市公司等。入市买入资产主要包括大盘蓝筹股、债券和ETF等。一般而言，平准基金的存续期间都超过了一年，通常会在股市处于上涨行情、基金获得一定盈利的情况下退市，以避免损害股市的稳定性。</p><p style=\"text-align: justify;\">对于平准基金的适合规模，中信证券研究分析称，结合市场实践，<strong>平准基金的规模多在总市值的3%～6%之间。券商中国记者按此推算，截至2023年10月20日收盘，A股总市值为76.67万亿元，如果真的设立平准基金，规模预计在2.3万亿元～4.6万亿元。</strong></p><p style=\"text-align: justify;\">国金证券策略首席张弛亦在研报中呼吁“平准基金加快落地”。张弛分析，三季度以来国内经济已经逐步显现出筑底迹象，且复苏动力亦在逐步增强，A股表现仍旧彷徨不前。回顾历史，从“政策底”到“估值底”到“盈利底”到最终“市场底”的确认，往往对应两个核心要素：一是“宽货币”到“宽信用”必然是传导通畅，将有利于释放增量流动性，对“估值回升”形成支撑；二是国内经济筑底回升，往往伴随着房地产投资明显回暖。</p><p style=\"text-align: justify;\">张弛称，本轮A股“市场底”虽现，但未见明显反弹。展望后市，9月居民中长期信贷改善将有利于抑制房地产风险加剧，缓解投资者对国内经济潜在风险的担忧，进而强化基本面复苏的可持续性逻辑；然而“M1%-短融%”（M1增速-短融增速，代表市场的流动性剩余）未见明显改善，意味着估值扩张动力依然不足。为此，国金证券呼吁“平准基金”加快成立，为市场注入增量流动性，方可促使A股市场表现回归更为理性的基本面逻辑。</p><h2 id=\"id_250381116\" style=\"text-align: start;\">复盘：2015年三次救市，大小盘股齐托</h2><p style=\"text-align: justify;\">2015年A股“国家队”资金曾三次入场救市，政策和资金组合拳发力效果明显。</p><p style=\"text-align: justify;\">自2015年6月12日起，监管当局开始着手清理场外配资，杠杠资金离场。 短短15个交易日内，上证指数下跌了28.64%。</p><p style=\"text-align: justify;\">7月4日，证监会动员21家券商出资1200亿元买入蓝筹股。7月5日，央行表示给予证金公司流动性支持，此外中央汇金宣布称已买入ETF并且还将继续买入。此轮救市行动初期，资金主要集中于购买上证权重股；</p><p style=\"text-align: justify;\">7月中旬之前，17家商业银行借予证金公司共计1.3万亿元资金入市稳定股价。8月底，在央行再次降准降息、七千亿养老金入市正式获批、第二批救市资金入场的众多政策利好下，股市开始企稳回升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b8b4267c8e59d4a4b7d45b144e1836\" title=\"\" tg-width=\"640\" tg-height=\"337\"/></p><p></p></body></html>","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>国家队又出手！中央汇金今日买入ETF，未来还会继续买</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{ 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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国家队又出手！中央汇金今日买入ETF，未来还会继续买\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2023-10-23 19:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>汇金公司买入ETF相当于是间接地买入一篮子股票，其买入的股票面比单纯增持四大行大得多，所得到的市场影响面与效果也可能要好得多。</strong></p></blockquote><p style=\"text-align: justify;\">汇金再出手，继增持四大行后，买入交易型开放式指数基金。</p><p style=\"text-align: justify;\">10月23日周一，中央汇金公司今日买入交易型开放式指数基金（ETF），并将在未来继续增持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d221f23a22de6e7c86ade9f381977140\" title=\"\" tg-width=\"1096\" tg-height=\"847\"/></p><p style=\"text-align: justify;\"><strong>中央汇金月内第二次出手</strong></p><p style=\"text-align: justify;\">此次买入交易型开放式指数基金是月内中央汇金第二次出手，此前增持四大行股份曾在市场引起广泛关注。</p><p style=\"text-align: justify;\">10月11日晚间，农业银行、中国银行、建设银行和工商银行先后发布公告称，控股股东中央汇金投资有限责任公司增持本行A股股份，增持数量分别为3727万股、2489万股、1838万股和2761万股，并拟在未来6个月内（自本次增持之日起算）以自身名义继续在二级市场增持本行股份。</p><p style=\"text-align: justify;\">从历史数据看，自2008年以来，汇金六次入场购买股票，在市场大幅波动时大多能起到维稳作用。</p><p style=\"text-align: justify;\"><strong>由于ETF是买入一篮子股票，所以，汇金公司买入ETF相当于是间接地买入一篮子股票，其买入的股票面大得多，所得到的市场影响面与效果也要好得多。</strong></p><h2 id=\"activity-name\" style=\"text-align: start;\">尾盘大量资金涌入部分ETF</h2><p style=\"text-align: justify;\">消息发布后，富时A50期货指数期短线拉升，现涨0.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d669f18ba3d0d014633f2a2d282d9555\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">而在10月23日收盘前最后约30分钟，华泰柏瑞沪深300ETF成交量突然放大，大量资金涌入。华泰柏瑞沪深300ETF近几个交易日成交量明显放大。</p><p style=\"text-align: justify;\">事实上，在今年震荡的市场行情中，ETF已成为资金重要的配置工具。今年以来数千亿资金借助ETF入市，其中宽基ETF备受青睐。</p><p style=\"text-align: justify;\">据Choice估算，截至10月20日，下半年以来，华泰柏瑞沪深300ETF净申购额为534.51亿元，华夏上证科创板50成份ETF净申购额超过360亿元。此外，易方达沪深300ETF、嘉实沪深300ETF、华夏沪深300ETF净申购额均在百亿元以上。</p><p style=\"text-align: justify;\">上海证券报原因分析人士称，<strong>机构投资者往往喜欢申购宽基ETF，今年以来宽基ETF获资金大幅流入，机构或是重要“买手”。</strong>除了存量ETF吸引大量资金申购以外，今年以来ETF密集成立，据统计，新成立ETF数量已超100只，也持续为市场注入活水。<strong>当前ETF仍是机构重点布局方向，并且布局节奏明显加快。</strong></p><h2 id=\"id_3886354458\" style=\"text-align: start;\">汇金入场意味这什么？</h2><p style=\"text-align: justify;\">据中国基金报，有分析称，目前的“国家队”汇金公司和中证金融公司，实际上类似于境外市场的平准基金，所以最简单直接的方式是财政部或央行向这些“国家队”大规模注资，即可实现平准基金的类似功能。</p><p style=\"text-align: justify;\">东吴证券宏观陶川团队认为，从海外和历史的经验看，提振股市信心、推动股市发挥经济“晴雨表”的作用，平准基金不失为一种“四两拨千斤”的政策手段。</p><p style=\"text-align: justify;\">华鑫证券分析师杨芹芹在研报中表示，平准基金资金来源主要包括政府、银行、证券公司、保险公司、信托公司、上市公司等。入市买入资产主要包括大盘蓝筹股、债券和ETF等。一般而言，平准基金的存续期间都超过了一年，通常会在股市处于上涨行情、基金获得一定盈利的情况下退市，以避免损害股市的稳定性。</p><p style=\"text-align: justify;\">对于平准基金的适合规模，中信证券研究分析称，结合市场实践，<strong>平准基金的规模多在总市值的3%～6%之间。券商中国记者按此推算，截至2023年10月20日收盘，A股总市值为76.67万亿元，如果真的设立平准基金，规模预计在2.3万亿元～4.6万亿元。</strong></p><p style=\"text-align: justify;\">国金证券策略首席张弛亦在研报中呼吁“平准基金加快落地”。张弛分析，三季度以来国内经济已经逐步显现出筑底迹象，且复苏动力亦在逐步增强，A股表现仍旧彷徨不前。回顾历史，从“政策底”到“估值底”到“盈利底”到最终“市场底”的确认，往往对应两个核心要素：一是“宽货币”到“宽信用”必然是传导通畅，将有利于释放增量流动性，对“估值回升”形成支撑；二是国内经济筑底回升，往往伴随着房地产投资明显回暖。</p><p style=\"text-align: justify;\">张弛称，本轮A股“市场底”虽现，但未见明显反弹。展望后市，9月居民中长期信贷改善将有利于抑制房地产风险加剧，缓解投资者对国内经济潜在风险的担忧，进而强化基本面复苏的可持续性逻辑；然而“M1%-短融%”（M1增速-短融增速，代表市场的流动性剩余）未见明显改善，意味着估值扩张动力依然不足。为此，国金证券呼吁“平准基金”加快成立，为市场注入增量流动性，方可促使A股市场表现回归更为理性的基本面逻辑。</p><h2 id=\"id_250381116\" style=\"text-align: start;\">复盘：2015年三次救市，大小盘股齐托</h2><p style=\"text-align: justify;\">2015年A股“国家队”资金曾三次入场救市，政策和资金组合拳发力效果明显。</p><p style=\"text-align: justify;\">自2015年6月12日起，监管当局开始着手清理场外配资，杠杠资金离场。 短短15个交易日内，上证指数下跌了28.64%。</p><p style=\"text-align: justify;\">7月4日，证监会动员21家券商出资1200亿元买入蓝筹股。7月5日，央行表示给予证金公司流动性支持，此外中央汇金宣布称已买入ETF并且还将继续买入。此轮救市行动初期，资金主要集中于购买上证权重股；</p><p style=\"text-align: justify;\">7月中旬之前，17家商业银行借予证金公司共计1.3万亿元资金入市稳定股价。8月底，在央行再次降准降息、七千亿养老金入市正式获批、第二批救市资金入场的众多政策利好下，股市开始企稳回升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b8b4267c8e59d4a4b7d45b144e1836\" title=\"\" tg-width=\"640\" tg-height=\"337\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125173166","content_text":"汇金公司买入ETF相当于是间接地买入一篮子股票，其买入的股票面比单纯增持四大行大得多，所得到的市场影响面与效果也可能要好得多。汇金再出手，继增持四大行后，买入交易型开放式指数基金。10月23日周一，中央汇金公司今日买入交易型开放式指数基金（ETF），并将在未来继续增持。中央汇金月内第二次出手此次买入交易型开放式指数基金是月内中央汇金第二次出手，此前增持四大行股份曾在市场引起广泛关注。10月11日晚间，农业银行、中国银行、建设银行和工商银行先后发布公告称，控股股东中央汇金投资有限责任公司增持本行A股股份，增持数量分别为3727万股、2489万股、1838万股和2761万股，并拟在未来6个月内（自本次增持之日起算）以自身名义继续在二级市场增持本行股份。从历史数据看，自2008年以来，汇金六次入场购买股票，在市场大幅波动时大多能起到维稳作用。由于ETF是买入一篮子股票，所以，汇金公司买入ETF相当于是间接地买入一篮子股票，其买入的股票面大得多，所得到的市场影响面与效果也要好得多。尾盘大量资金涌入部分ETF消息发布后，富时A50期货指数期短线拉升，现涨0.3%。而在10月23日收盘前最后约30分钟，华泰柏瑞沪深300ETF成交量突然放大，大量资金涌入。华泰柏瑞沪深300ETF近几个交易日成交量明显放大。事实上，在今年震荡的市场行情中，ETF已成为资金重要的配置工具。今年以来数千亿资金借助ETF入市，其中宽基ETF备受青睐。据Choice估算，截至10月20日，下半年以来，华泰柏瑞沪深300ETF净申购额为534.51亿元，华夏上证科创板50成份ETF净申购额超过360亿元。此外，易方达沪深300ETF、嘉实沪深300ETF、华夏沪深300ETF净申购额均在百亿元以上。上海证券报原因分析人士称，机构投资者往往喜欢申购宽基ETF，今年以来宽基ETF获资金大幅流入，机构或是重要“买手”。除了存量ETF吸引大量资金申购以外，今年以来ETF密集成立，据统计，新成立ETF数量已超100只，也持续为市场注入活水。当前ETF仍是机构重点布局方向，并且布局节奏明显加快。汇金入场意味这什么？据中国基金报，有分析称，目前的“国家队”汇金公司和中证金融公司，实际上类似于境外市场的平准基金，所以最简单直接的方式是财政部或央行向这些“国家队”大规模注资，即可实现平准基金的类似功能。东吴证券宏观陶川团队认为，从海外和历史的经验看，提振股市信心、推动股市发挥经济“晴雨表”的作用，平准基金不失为一种“四两拨千斤”的政策手段。华鑫证券分析师杨芹芹在研报中表示，平准基金资金来源主要包括政府、银行、证券公司、保险公司、信托公司、上市公司等。入市买入资产主要包括大盘蓝筹股、债券和ETF等。一般而言，平准基金的存续期间都超过了一年，通常会在股市处于上涨行情、基金获得一定盈利的情况下退市，以避免损害股市的稳定性。对于平准基金的适合规模，中信证券研究分析称，结合市场实践，平准基金的规模多在总市值的3%～6%之间。券商中国记者按此推算，截至2023年10月20日收盘，A股总市值为76.67万亿元，如果真的设立平准基金，规模预计在2.3万亿元～4.6万亿元。国金证券策略首席张弛亦在研报中呼吁“平准基金加快落地”。张弛分析，三季度以来国内经济已经逐步显现出筑底迹象，且复苏动力亦在逐步增强，A股表现仍旧彷徨不前。回顾历史，从“政策底”到“估值底”到“盈利底”到最终“市场底”的确认，往往对应两个核心要素：一是“宽货币”到“宽信用”必然是传导通畅，将有利于释放增量流动性，对“估值回升”形成支撑；二是国内经济筑底回升，往往伴随着房地产投资明显回暖。张弛称，本轮A股“市场底”虽现，但未见明显反弹。展望后市，9月居民中长期信贷改善将有利于抑制房地产风险加剧，缓解投资者对国内经济潜在风险的担忧，进而强化基本面复苏的可持续性逻辑；然而“M1%-短融%”（M1增速-短融增速，代表市场的流动性剩余）未见明显改善，意味着估值扩张动力依然不足。为此，国金证券呼吁“平准基金”加快成立，为市场注入增量流动性，方可促使A股市场表现回归更为理性的基本面逻辑。复盘：2015年三次救市，大小盘股齐托2015年A股“国家队”资金曾三次入场救市，政策和资金组合拳发力效果明显。自2015年6月12日起，监管当局开始着手清理场外配资，杠杠资金离场。 短短15个交易日内，上证指数下跌了28.64%。7月4日，证监会动员21家券商出资1200亿元买入蓝筹股。7月5日，央行表示给予证金公司流动性支持，此外中央汇金宣布称已买入ETF并且还将继续买入。此轮救市行动初期，资金主要集中于购买上证权重股；7月中旬之前，17家商业银行借予证金公司共计1.3万亿元资金入市稳定股价。8月底，在央行再次降准降息、七千亿养老金入市正式获批、第二批救市资金入场的众多政策利好下，股市开始企稳回升。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203829143945224,"gmtCreate":1690768516453,"gmtModify":1690768518350,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v>1000股 买好 跌破100再买500股","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v>1000股 买好 跌破100再买500股","text":"$美团-W(03690)$ 1000股 买好 跌破100再买500股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/658397877","isVote":1,"tweetType":1,"viewCount":3684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3493713447408535","authorIdStr":"3493713447408535"},"content":"10万块钱干啥不好...","text":"10万块钱干啥不好...","html":"10万块钱干啥不好..."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627997660,"gmtCreate":1677829523451,"gmtModify":1677829762104,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"中通这种垃圾快递公司 用过都知道 什么样子","listText":"中通这种垃圾快递公司 用过都知道 什么样子","text":"中通这种垃圾快递公司 用过都知道 什么样子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627997660","repostId":"1152864013","repostType":4,"repost":{"id":"1152864013","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":1677815990,"share":"https://www.laohu8.com/m/news/1152864013?lang=zh_CN&edition=full","pubTime":"2023-03-03 11:59","market":"other","language":"zh","title":"中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误","url":"https://stock-news.laohu8.com/highlight/detail?id=1152864013","media":"老虎资讯综合","summary":"中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误、无根据的推测以及误导性结和诠释。美东时间周四，华尔街做空机构灰熊（Grizzly Research）发布报告称，中通快递存在财务欺诈，并指控该","content":"<html><head></head><body><blockquote><b>中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误、无根据的推测以及误导性结和诠释。</b></blockquote><p>美东时间周四，华尔街做空机构灰熊（Grizzly Research）发布报告称，中通快递存在财务欺诈，并指控该公司存在内幕盗窃行为。</p><p>对此，中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误、无根据的推测以及误导性结和诠释。公司董事会，包括审计委员会，正在审查这些指控，并考虑采取适当的行动来保护全体股东的利益。公司重申其持续坚定地致力于保持高标准的公司治理和内部控制，以及按照适用的规则及法规进行透明和及时的披露，并保留采取适当行动保护本公司及其股东权利的一切权利。</p><p><b>灰熊列出中通“六宗罪”</b></p><p>灰熊的这份报告名为《中通快递：中国“一流”物流企业实为“作秀”；我们认为其财务数据是假的，内部人士在从公司偷窃》。</p><p><img src=\"https://static.tigerbbs.com/fc8c5a21158d9bd95ff40f8b37184fcc\" tg-width=\"784\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>在报告中，灰熊指出，中通快递在中国的公开文件与其向美国证券交易委员会（SEC）提交的文件有很大不同，并主要列出了以下几点指控：</p><p><b>首先，中通可能通过财务报表造假，伪造了明显的高利润率</b>。灰熊称，中国工商局的文件显示，中通的利润率实际上与其同行相当，文件显示其在2019年至2021年间的净利润率为6.3%-10.6%，但该公司在其SEC财务报表中报告的净利润率为15.5%-25.7%。</p><p><img src=\"https://static.tigerbbs.com/c902d5cf7561c7d76d9e092d3f4b0654\" tg-width=\"765\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>中通快递利润率远超同行（来源：灰熊报告）</p><p><b>第二。中通快递在中美报告的员工人数并不一致。</b>灰熊怀疑，中通的真实员工人数和员工成本可能是对SEC报告的两倍。</p><p>第三，为了让财务欺诈看似合理，<b>中通在其美国财务报告中报告了虚假的资本支出</b>。该司企图证明，其物业、厂房和设备（PP&amp;E）以及土地使用权的增长速度超过收入是合理的。但从战略上看，中通没有理由囤积土地。</p><p><b>第四，虚假收购特许经营商</b>。公司文件显示，中通以高于特许经营商（被称为“网络合作伙伴”）启动成本的价格，从关联方手中收购了特许经营商。但中国记录显示，在交易之后，所有权没有发生变化。</p><p>第五，<b>中通利用未披露的关联方网络，将运营费用转移出了资产负债表</b>。中通的几个交易对手方由中通的雇员或其管理团队的家人和朋友拥有和控制。</p><p>第六，灰熊还称，其在实地考察发现了<b>更多可能未公开的关联方</b>，并发现本应独立的实体彼此在物理上直接接近，并共享logo。</p><p><b>有50%下行空间？</b></p><p>灰熊还指出，中通恰好拥有与高途（前“跟谁学”）一模一样的审计机构，即德勤会计师事务所，而高途正是灰熊过去曾三度狙击的做空对象。</p><p>灰熊指责称，尽管有大量证据表明高途的财务报告可能是捏造的，但德勤仍然继续签署高途的财务报告，这是“近期历史上最无耻和最明显的欺诈行为之一”。灰熊指责称，<b>在他们看来，德勤正在为中通做同样的事情。</b></p><p>总的来说，灰熊做空报告强调，投资者可能需要关注的一些潜在的严重会计差异，并认为该公司的交易价格远高于其公允价值。灰熊认为，<b>中通快递至少有50%的下行空间。</b></p><p>尽管灰熊的指控看起来出招狠厉，不过从港美股较为平淡的走势来看，目前还不清楚投资者对这种说法的买账程度。</p><p>目前，还不清楚美国SEC会在多大程度上跟进这份报告。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2023-03-03 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误、无根据的推测以及误导性结和诠释。</b></blockquote><p>美东时间周四，华尔街做空机构灰熊（Grizzly Research）发布报告称，中通快递存在财务欺诈，并指控该公司存在内幕盗窃行为。</p><p>对此，中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误、无根据的推测以及误导性结和诠释。公司董事会，包括审计委员会，正在审查这些指控，并考虑采取适当的行动来保护全体股东的利益。公司重申其持续坚定地致力于保持高标准的公司治理和内部控制，以及按照适用的规则及法规进行透明和及时的披露，并保留采取适当行动保护本公司及其股东权利的一切权利。</p><p><b>灰熊列出中通“六宗罪”</b></p><p>灰熊的这份报告名为《中通快递：中国“一流”物流企业实为“作秀”；我们认为其财务数据是假的，内部人士在从公司偷窃》。</p><p><img src=\"https://static.tigerbbs.com/fc8c5a21158d9bd95ff40f8b37184fcc\" tg-width=\"784\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>在报告中，灰熊指出，中通快递在中国的公开文件与其向美国证券交易委员会（SEC）提交的文件有很大不同，并主要列出了以下几点指控：</p><p><b>首先，中通可能通过财务报表造假，伪造了明显的高利润率</b>。灰熊称，中国工商局的文件显示，中通的利润率实际上与其同行相当，文件显示其在2019年至2021年间的净利润率为6.3%-10.6%，但该公司在其SEC财务报表中报告的净利润率为15.5%-25.7%。</p><p><img src=\"https://static.tigerbbs.com/c902d5cf7561c7d76d9e092d3f4b0654\" tg-width=\"765\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>中通快递利润率远超同行（来源：灰熊报告）</p><p><b>第二。中通快递在中美报告的员工人数并不一致。</b>灰熊怀疑，中通的真实员工人数和员工成本可能是对SEC报告的两倍。</p><p>第三，为了让财务欺诈看似合理，<b>中通在其美国财务报告中报告了虚假的资本支出</b>。该司企图证明，其物业、厂房和设备（PP&amp;E）以及土地使用权的增长速度超过收入是合理的。但从战略上看，中通没有理由囤积土地。</p><p><b>第四，虚假收购特许经营商</b>。公司文件显示，中通以高于特许经营商（被称为“网络合作伙伴”）启动成本的价格，从关联方手中收购了特许经营商。但中国记录显示，在交易之后，所有权没有发生变化。</p><p>第五，<b>中通利用未披露的关联方网络，将运营费用转移出了资产负债表</b>。中通的几个交易对手方由中通的雇员或其管理团队的家人和朋友拥有和控制。</p><p>第六，灰熊还称，其在实地考察发现了<b>更多可能未公开的关联方</b>，并发现本应独立的实体彼此在物理上直接接近，并共享logo。</p><p><b>有50%下行空间？</b></p><p>灰熊还指出，中通恰好拥有与高途（前“跟谁学”）一模一样的审计机构，即德勤会计师事务所，而高途正是灰熊过去曾三度狙击的做空对象。</p><p>灰熊指责称，尽管有大量证据表明高途的财务报告可能是捏造的，但德勤仍然继续签署高途的财务报告，这是“近期历史上最无耻和最明显的欺诈行为之一”。灰熊指责称，<b>在他们看来，德勤正在为中通做同样的事情。</b></p><p>总的来说，灰熊做空报告强调，投资者可能需要关注的一些潜在的严重会计差异，并认为该公司的交易价格远高于其公允价值。灰熊认为，<b>中通快递至少有50%的下行空间。</b></p><p>尽管灰熊的指控看起来出招狠厉，不过从港美股较为平淡的走势来看，目前还不清楚投资者对这种说法的买账程度。</p><p>目前，还不清楚美国SEC会在多大程度上跟进这份报告。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38471db8f9fadde29dec42f79a24a72c","relate_stocks":{"ZTO":"中通快递"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152864013","content_text":"中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误、无根据的推测以及误导性结和诠释。美东时间周四，华尔街做空机构灰熊（Grizzly Research）发布报告称，中通快递存在财务欺诈，并指控该公司存在内幕盗窃行为。对此，中通快递回应灰熊做空报告：该报告并无依据，其包含许多错误、无根据的推测以及误导性结和诠释。公司董事会，包括审计委员会，正在审查这些指控，并考虑采取适当的行动来保护全体股东的利益。公司重申其持续坚定地致力于保持高标准的公司治理和内部控制，以及按照适用的规则及法规进行透明和及时的披露，并保留采取适当行动保护本公司及其股东权利的一切权利。灰熊列出中通“六宗罪”灰熊的这份报告名为《中通快递：中国“一流”物流企业实为“作秀”；我们认为其财务数据是假的，内部人士在从公司偷窃》。在报告中，灰熊指出，中通快递在中国的公开文件与其向美国证券交易委员会（SEC）提交的文件有很大不同，并主要列出了以下几点指控：首先，中通可能通过财务报表造假，伪造了明显的高利润率。灰熊称，中国工商局的文件显示，中通的利润率实际上与其同行相当，文件显示其在2019年至2021年间的净利润率为6.3%-10.6%，但该公司在其SEC财务报表中报告的净利润率为15.5%-25.7%。中通快递利润率远超同行（来源：灰熊报告）第二。中通快递在中美报告的员工人数并不一致。灰熊怀疑，中通的真实员工人数和员工成本可能是对SEC报告的两倍。第三，为了让财务欺诈看似合理，中通在其美国财务报告中报告了虚假的资本支出。该司企图证明，其物业、厂房和设备（PP&E）以及土地使用权的增长速度超过收入是合理的。但从战略上看，中通没有理由囤积土地。第四，虚假收购特许经营商。公司文件显示，中通以高于特许经营商（被称为“网络合作伙伴”）启动成本的价格，从关联方手中收购了特许经营商。但中国记录显示，在交易之后，所有权没有发生变化。第五，中通利用未披露的关联方网络，将运营费用转移出了资产负债表。中通的几个交易对手方由中通的雇员或其管理团队的家人和朋友拥有和控制。第六，灰熊还称，其在实地考察发现了更多可能未公开的关联方，并发现本应独立的实体彼此在物理上直接接近，并共享logo。有50%下行空间？灰熊还指出，中通恰好拥有与高途（前“跟谁学”）一模一样的审计机构，即德勤会计师事务所，而高途正是灰熊过去曾三度狙击的做空对象。灰熊指责称，尽管有大量证据表明高途的财务报告可能是捏造的，但德勤仍然继续签署高途的财务报告，这是“近期历史上最无耻和最明显的欺诈行为之一”。灰熊指责称，在他们看来，德勤正在为中通做同样的事情。总的来说，灰熊做空报告强调，投资者可能需要关注的一些潜在的严重会计差异，并认为该公司的交易价格远高于其公允价值。灰熊认为，中通快递至少有50%的下行空间。尽管灰熊的指控看起来出招狠厉，不过从港美股较为平淡的走势来看，目前还不清楚投资者对这种说法的买账程度。目前，还不清楚美国SEC会在多大程度上跟进这份报告。","news_type":1,"symbols_score_info":{"ZTO":0.9}},"isVote":1,"tweetType":1,"viewCount":4282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626050475,"gmtCreate":1673586373597,"gmtModify":1673586375919,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"直接去美国拆工厂","listText":"直接去美国拆工厂","text":"直接去美国拆工厂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626050475","repostId":"1170735155","repostType":4,"repost":{"id":"1170735155","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":1673583721,"share":"https://www.laohu8.com/m/news/1170735155?lang=zh_CN&edition=full","pubTime":"2023-01-13 12:22","market":"us","language":"zh","title":"特斯拉在美大规模降价！其中Model Y降幅20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170735155","media":"老虎资讯综合","summary":"1月13日，据外媒报道，特斯拉在美国宣布降价，其中Model 3 后驱版从此前的46990美元降至43990美元，降幅6.4%；Model 3高性能版从此前的62990美元降至53990美元，降幅14","content":"<html><head></head><body><p>1月13日，据外媒报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在美国宣布降价，其中Model 3 后驱版从此前的46990美元降至43990美元，降幅6.4%；Model 3高性能版从此前的62990美元降至53990美元，降幅14.2%；Model Y长续航版本从此前65990美元降至52990美元，降幅20%；Model Y高性能版从此前69990美元降至56990美元，降幅23%。</p><p><img src=\"https://static.tigerbbs.com/4b2f6e43603353bbc27675ce0e025260\" tg-width=\"760\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>特斯拉在美大规模降价！其中Model Y降幅20%</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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特斯拉在美大规模降价！其中Model Y降幅20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2023-01-13 12:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月13日，据外媒报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在美国宣布降价，其中Model 3 后驱版从此前的46990美元降至43990美元，降幅6.4%；Model 3高性能版从此前的62990美元降至53990美元，降幅14.2%；Model Y长续航版本从此前65990美元降至52990美元，降幅20%；Model Y高性能版从此前69990美元降至56990美元，降幅23%。</p><p><img src=\"https://static.tigerbbs.com/4b2f6e43603353bbc27675ce0e025260\" tg-width=\"760\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170735155","content_text":"1月13日，据外媒报道，特斯拉在美国宣布降价，其中Model 3 后驱版从此前的46990美元降至43990美元，降幅6.4%；Model 3高性能版从此前的62990美元降至53990美元，降幅14.2%；Model Y长续航版本从此前65990美元降至52990美元，降幅20%；Model Y高性能版从此前69990美元降至56990美元，降幅23%。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":5007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628742724,"gmtCreate":1673515803769,"gmtModify":1673515805704,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"一个季度赚近3000亿台币 也太恐怖了","listText":"一个季度赚近3000亿台币 也太恐怖了","text":"一个季度赚近3000亿台币 也太恐怖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628742724","repostId":"1103808684","repostType":4,"repost":{"id":"1103808684","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":1673501716,"share":"https://www.laohu8.com/m/news/1103808684?lang=zh_CN&edition=full","pubTime":"2023-01-12 13:35","market":"other","language":"zh","title":"台积电第四季度净利润2959亿元台币，超出市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1103808684","media":"老虎资讯综合","summary":"1月12日，台积电盘前涨超2%，2022年全年营收为22638.9亿新台币，同比增长42.6%。台积电美股盘前发布财报，财报显示：第四季度净利润2,959亿元台币，同比增长78%，市场预估2,878亿","content":"<html><head></head><body><p>1月12日，台积电盘前涨超2%，2022年全年营收为22638.9亿新台币，同比增长42.6%。</p><p><img src=\"https://static.tigerbbs.com/62b8c3c4337d1bfa5ccefd230728d2c0\" tg-width=\"449\" tg-height=\"445\" width=\"100%\" height=\"auto\"/></p><p>台积电美股盘前发布财报，财报显示：第四季度净利润2,959亿元台币，同比增长78%，市场预估2,878亿元台币。</p><p>第四季度销售额6,255亿元台币，市场预估6,360.2亿元台币。</p><p>第四季度毛利率62.2％，前季60.4％，预估60.1％。</p><p>第四季度营业利益率52％，前季50.6％，预估50％。</p><p>2022年销售额2.26万亿元台币，同比增长42%，市场预估2.28万亿元台币。</p><p>2022年研发支出1,633亿元台币，同比增长31%，市场预估1,577.5亿元台币。<img src=\"https://static.tigerbbs.com/98cd418bf00f0ea1faddde0a94f6998e\" tg-width=\"1097\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>","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>台积电第四季度净利润2959亿元台币，超出市场预期</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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台积电第四季度净利润2959亿元台币，超出市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2023-01-12 13:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月12日，台积电盘前涨超2%，2022年全年营收为22638.9亿新台币，同比增长42.6%。</p><p><img src=\"https://static.tigerbbs.com/62b8c3c4337d1bfa5ccefd230728d2c0\" tg-width=\"449\" tg-height=\"445\" width=\"100%\" height=\"auto\"/></p><p>台积电美股盘前发布财报，财报显示：第四季度净利润2,959亿元台币，同比增长78%，市场预估2,878亿元台币。</p><p>第四季度销售额6,255亿元台币，市场预估6,360.2亿元台币。</p><p>第四季度毛利率62.2％，前季60.4％，预估60.1％。</p><p>第四季度营业利益率52％，前季50.6％，预估50％。</p><p>2022年销售额2.26万亿元台币，同比增长42%，市场预估2.28万亿元台币。</p><p>2022年研发支出1,633亿元台币，同比增长31%，市场预估1,577.5亿元台币。<img src=\"https://static.tigerbbs.com/98cd418bf00f0ea1faddde0a94f6998e\" tg-width=\"1097\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103808684","content_text":"1月12日，台积电盘前涨超2%，2022年全年营收为22638.9亿新台币，同比增长42.6%。台积电美股盘前发布财报，财报显示：第四季度净利润2,959亿元台币，同比增长78%，市场预估2,878亿元台币。第四季度销售额6,255亿元台币，市场预估6,360.2亿元台币。第四季度毛利率62.2％，前季60.4％，预估60.1％。第四季度营业利益率52％，前季50.6％，预估50％。2022年销售额2.26万亿元台币，同比增长42%，市场预估2.28万亿元台币。2022年研发支出1,633亿元台币，同比增长31%，市场预估1,577.5亿元台币。","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":4659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628479927,"gmtCreate":1673444666369,"gmtModify":1673444668866,"author":{"id":"3530322028808748","authorId":"3530322028808748","name":"SHINCHONG","avatar":"https://static.tigerbbs.com/cd9fbc15cf05c7393fe30e164626b41e","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530322028808748","authorIdStr":"3530322028808748"},"themes":[],"title":"","htmlText":"这都写的什么乱七八糟的东西 0.01%有必要写涨？","listText":"这都写的什么乱七八糟的东西 0.01%有必要写涨？","text":"这都写的什么乱七八糟的东西 0.01%有必要写涨？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628479927","repostId":"1185454979","repostType":4,"repost":{"id":"1185454979","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":1673441153,"share":"https://www.laohu8.com/m/news/1185454979?lang=zh_CN&edition=full","pubTime":"2023-01-11 20:45","market":"us","language":"zh","title":"盘前 | 中概“妖股”延续涨势，突发大事，美国航空股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1185454979","media":"老虎资讯综合","summary":"美股三大指数期货小幅上涨。","content":"<html><head></head><body><p>1月11日（周三），美股三大指数期货小幅上涨。昨日，美联储主席鲍威尔发表了新年的首场演讲，但其主题是央行独立性，并未对货币政策前景发表明确评论，因此也未对市场产生明显冲击。</p><p><img src=\"https://static.tigerbbs.com/c6343237cb8c19aa2bc28f33e95cbbec\" tg-width=\"887\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股盘前走势</b></p><p><b>“妖股”<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>盘前震荡涨超8%，主要高管此前表示在2024年之前不会出售股票。</b></p><p><img src=\"https://static.tigerbbs.com/2105fed0d793b7ff4d3a070edce5696b\" tg-width=\"1395\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股涨跌不一，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨1%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.71%。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.18%；<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.52%。</p><p><b>重要美股盘前走势</b></p><p><b>美国航空股普跌，西南航空跌超1%。美国联邦航空管理局（FAA）系统出现故障，该局已命令所有航空公司在美东时间上午9点前（北京时间晚上10点前）暂停所有国内航班。暂停的这段时间将用来FAA验证飞行和安全信息的完整性。</b></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>短线拉升涨1.8%，据报道，特斯拉在提交给得克萨斯州许可和监管部（TDLR）的文件中称，计划投资7.17亿美元，最快从本月底开始，在奥斯汀工厂再建造四座新大楼，总建筑面积达到140万平方英尺。</p><p><img src=\"https://static.tigerbbs.com/f86a6d7c703b702f35a1c07205aa9ee8\" tg-width=\"1394\" tg-height=\"512\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BA\">波音</a>涨1.2%，中国民航网显示，波音737MAX自13日起在国内执行商业航班。此外，波音公司周二(10日)发布最新交付数据，显示该公司于12月份录得强劲表现。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.05%，苹果公司周二发布的分成数据显示，App Store的增长可能已经放缓。</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.1%，德国反垄断机构“联邦卡特尔局”（FCO）今日表示，已对谷歌的数据处理条款提出异议，并预计该公司将做出相应调整。</p><p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>涨0.03%，旗下新冠口服药“莫诺拉韦“即将在中国上市，同时，默沙东与<a href=\"https://laohu8.com/S/01099\">国药控股</a>就在中国生产新型冠状病毒药物进行谈判。</p><p><b>大宗商品走势</b></p><p>国际油价走高。高盛表示，全球石油需求的强劲增长将推动油价年内突破100美元，布油到第四季度可能会升至105美元。</p><p><img src=\"https://static.tigerbbs.com/662c9c2d4e244ecc47634def4c717c2b\" tg-width=\"881\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p>国际金价自日内高点回落。目前已有多家机构表示，黄金仍是目前最值得配置的资产品种。</p><p><img src=\"https://static.tigerbbs.com/fca301a44eb899ee95a1faba7460724f\" tg-width=\"913\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>盘前 | 中概“妖股”延续涨势，突发大事，美国航空股普跌</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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盘前 | 中概“妖股”延续涨势，突发大事，美国航空股普跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2023-01-11 20:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月11日（周三），美股三大指数期货小幅上涨。昨日，美联储主席鲍威尔发表了新年的首场演讲，但其主题是央行独立性，并未对货币政策前景发表明确评论，因此也未对市场产生明显冲击。</p><p><img src=\"https://static.tigerbbs.com/c6343237cb8c19aa2bc28f33e95cbbec\" tg-width=\"887\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股盘前走势</b></p><p><b>“妖股”<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>盘前震荡涨超8%，主要高管此前表示在2024年之前不会出售股票。</b></p><p><img src=\"https://static.tigerbbs.com/2105fed0d793b7ff4d3a070edce5696b\" tg-width=\"1395\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股涨跌不一，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨1%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.71%。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.18%；<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.52%。</p><p><b>重要美股盘前走势</b></p><p><b>美国航空股普跌，西南航空跌超1%。美国联邦航空管理局（FAA）系统出现故障，该局已命令所有航空公司在美东时间上午9点前（北京时间晚上10点前）暂停所有国内航班。暂停的这段时间将用来FAA验证飞行和安全信息的完整性。</b></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>短线拉升涨1.8%，据报道，特斯拉在提交给得克萨斯州许可和监管部（TDLR）的文件中称，计划投资7.17亿美元，最快从本月底开始，在奥斯汀工厂再建造四座新大楼，总建筑面积达到140万平方英尺。</p><p><img src=\"https://static.tigerbbs.com/f86a6d7c703b702f35a1c07205aa9ee8\" tg-width=\"1394\" tg-height=\"512\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BA\">波音</a>涨1.2%，中国民航网显示，波音737MAX自13日起在国内执行商业航班。此外，波音公司周二(10日)发布最新交付数据，显示该公司于12月份录得强劲表现。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.05%，苹果公司周二发布的分成数据显示，App Store的增长可能已经放缓。</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.1%，德国反垄断机构“联邦卡特尔局”（FCO）今日表示，已对谷歌的数据处理条款提出异议，并预计该公司将做出相应调整。</p><p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>涨0.03%，旗下新冠口服药“莫诺拉韦“即将在中国上市，同时，默沙东与<a href=\"https://laohu8.com/S/01099\">国药控股</a>就在中国生产新型冠状病毒药物进行谈判。</p><p><b>大宗商品走势</b></p><p>国际油价走高。高盛表示，全球石油需求的强劲增长将推动油价年内突破100美元，布油到第四季度可能会升至105美元。</p><p><img src=\"https://static.tigerbbs.com/662c9c2d4e244ecc47634def4c717c2b\" tg-width=\"881\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p>国际金价自日内高点回落。目前已有多家机构表示，黄金仍是目前最值得配置的资产品种。</p><p><img src=\"https://static.tigerbbs.com/fca301a44eb899ee95a1faba7460724f\" tg-width=\"913\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ 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