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兵姐姐
2023-04-07
股市有风险 入市需谨慎
兵姐姐
2023-04-01
好
@时代财经:穿越周期,宇通客车2022年净利同比增长23%,拟现金分红22亿元
兵姐姐
2023-03-24
?
@中国基金报:潘长江回应
兵姐姐
2023-03-22
晚上好!
@雷达财经:华虹计通面临退市危机 律师:受损投资者可诉讼维权
兵姐姐
2023-03-22
涨知识 谢谢
@Buy_Sell:🚀【3月21日】银行业危机重重,瑞信贱卖后腰斩,FRC会是下一个吗?
兵姐姐
2023-03-18
🥪
@投资界:福建母基金开始遴选了
兵姐姐
2023-03-18
清晨好
@中文投资网:欧洲央行痛批美国央行,鹰派口气暗示没有金融危机
兵姐姐
2023-03-17
好
@投资界:首发 | 碳佳科技获IDG资本数千万元Pre-A轮投资
兵姐姐
2023-03-14
222
@读懂财经:空气炸锅销量下滑三成,小家电为何总是“未大先衰”?
兵姐姐
2023-03-05
$特斯拉(TSLA)$
你好😊
兵姐姐
2023-03-03
$特斯拉(TSLA)$
111333
兵姐姐
2023-02-16
早上好
@中国基金报:3000亿“安防茅”又出手
兵姐姐
2023-01-22
$Faraday Future(FFIE)$
兵姐姐
2023-01-22
$Faraday Future(FFIE)$
这样的走势 你看好吗?
兵姐姐
2023-01-18
[微笑] [微笑]
抱歉,原内容已删除
兵姐姐
2022-12-29
人家有钱[微笑]
抱歉,原内容已删除
兵姐姐
2022-12-17
$阿里巴巴-SW(09988)$
已突破V,是不是预示着涨,可以持仓吗?请专家给予指导
兵姐姐
2022-12-16
$Faraday Future(FFIE)$
兵姐姐
2022-12-02
好
抱歉,原内容已删除
兵姐姐
2022-09-09
$盈喜集团(ATXG)$
这家伙就是侩子手
去老虎APP查看更多动态
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作者:林前 3月27日晚间,宇通客车发布2022年度报告。 数据显示,报告期内,宇通实现客车销售30198辆,营业收入218亿元,归属上市公司股东的净利润7.59亿元,同比增长23.68%。与此同时,宇通客车推出2022年度利润分配预案——每10股派发现金红利10元,股息率达9.38%,拟发放现金股利22.14亿元。 2019年以来,国内客车行业一直处于周期调整当中,行业大环境相对低迷,车企均承受着巨大的压力。在此背景下,宇通这一份毛利润、净利润均实现增长的成绩单,可谓含金量十足。 对于业绩增长,宇通客车在年报中提到,主要因公司加强了价格管控和订单风险管理,国内订单产品毛利率提升;同时,海外销量增加给公司业绩带来积极贡献。另有业内人士认为,这主要源于宇通客车针对行业及公司发展态势进行了前瞻布局,通过经营策略的调整和优化,从追求数量向重视质量转型,以“电动化、智能网联化、高端化、国际化”四大战略引领着公司的发展。 展望2023年,经济复苏下诸多行业整体回暖,低迷数年的国内客车市场也以呈现恢复态势。中国公路学会客车分会秘书长佘振清在接受采访时指出,2023年,随着国家相关政策的引导和大力支持,客车行业将复苏。 值得一提的是,客车行业相对成熟,头部效应明显。作为行业龙头,宇通也将在接下来的行业复苏中充分享受到红利。平安证券近日发布研报称,预计宇通客车2023年销量有望保持增长,国内外市场销量预期增速均超过20%,且公司新能源客车毛利率有望继续提升。给与宇通客车推荐评级。 来源 | 宇通客车官网 前瞻布局新能源,巨额研发投入构筑护城河 电气化是当前汽车行业绕不开的话题,身处汽车行业中最早开启新能源转型的细分行业,作为行业龙头的宇通汽车积极拥抱行业变革,多年前便进行了前瞻性的布局,投入大量时间、资源,构筑了深厚的护城河,也为如今走上高质量发展正轨打下基础。 根据","listText":"本文来源:时代财经 作者:林前 3月27日晚间,宇通客车发布2022年度报告。 数据显示,报告期内,宇通实现客车销售30198辆,营业收入218亿元,归属上市公司股东的净利润7.59亿元,同比增长23.68%。与此同时,宇通客车推出2022年度利润分配预案——每10股派发现金红利10元,股息率达9.38%,拟发放现金股利22.14亿元。 2019年以来,国内客车行业一直处于周期调整当中,行业大环境相对低迷,车企均承受着巨大的压力。在此背景下,宇通这一份毛利润、净利润均实现增长的成绩单,可谓含金量十足。 对于业绩增长,宇通客车在年报中提到,主要因公司加强了价格管控和订单风险管理,国内订单产品毛利率提升;同时,海外销量增加给公司业绩带来积极贡献。另有业内人士认为,这主要源于宇通客车针对行业及公司发展态势进行了前瞻布局,通过经营策略的调整和优化,从追求数量向重视质量转型,以“电动化、智能网联化、高端化、国际化”四大战略引领着公司的发展。 展望2023年,经济复苏下诸多行业整体回暖,低迷数年的国内客车市场也以呈现恢复态势。中国公路学会客车分会秘书长佘振清在接受采访时指出,2023年,随着国家相关政策的引导和大力支持,客车行业将复苏。 值得一提的是,客车行业相对成熟,头部效应明显。作为行业龙头,宇通也将在接下来的行业复苏中充分享受到红利。平安证券近日发布研报称,预计宇通客车2023年销量有望保持增长,国内外市场销量预期增速均超过20%,且公司新能源客车毛利率有望继续提升。给与宇通客车推荐评级。 来源 | 宇通客车官网 前瞻布局新能源,巨额研发投入构筑护城河 电气化是当前汽车行业绕不开的话题,身处汽车行业中最早开启新能源转型的细分行业,作为行业龙头的宇通汽车积极拥抱行业变革,多年前便进行了前瞻性的布局,投入大量时间、资源,构筑了深厚的护城河,也为如今走上高质量发展正轨打下基础。 根据","text":"本文来源:时代财经 作者:林前 3月27日晚间,宇通客车发布2022年度报告。 数据显示,报告期内,宇通实现客车销售30198辆,营业收入218亿元,归属上市公司股东的净利润7.59亿元,同比增长23.68%。与此同时,宇通客车推出2022年度利润分配预案——每10股派发现金红利10元,股息率达9.38%,拟发放现金股利22.14亿元。 2019年以来,国内客车行业一直处于周期调整当中,行业大环境相对低迷,车企均承受着巨大的压力。在此背景下,宇通这一份毛利润、净利润均实现增长的成绩单,可谓含金量十足。 对于业绩增长,宇通客车在年报中提到,主要因公司加强了价格管控和订单风险管理,国内订单产品毛利率提升;同时,海外销量增加给公司业绩带来积极贡献。另有业内人士认为,这主要源于宇通客车针对行业及公司发展态势进行了前瞻布局,通过经营策略的调整和优化,从追求数量向重视质量转型,以“电动化、智能网联化、高端化、国际化”四大战略引领着公司的发展。 展望2023年,经济复苏下诸多行业整体回暖,低迷数年的国内客车市场也以呈现恢复态势。中国公路学会客车分会秘书长佘振清在接受采访时指出,2023年,随着国家相关政策的引导和大力支持,客车行业将复苏。 值得一提的是,客车行业相对成熟,头部效应明显。作为行业龙头,宇通也将在接下来的行业复苏中充分享受到红利。平安证券近日发布研报称,预计宇通客车2023年销量有望保持增长,国内外市场销量预期增速均超过20%,且公司新能源客车毛利率有望继续提升。给与宇通客车推荐评级。 来源 | 宇通客车官网 前瞻布局新能源,巨额研发投入构筑护城河 电气化是当前汽车行业绕不开的话题,身处汽车行业中最早开启新能源转型的细分行业,作为行业龙头的宇通汽车积极拥抱行业变革,多年前便进行了前瞻性的布局,投入大量时间、资源,构筑了深厚的护城河,也为如今走上高质量发展正轨打下基础。 根据","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659741519","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659902527,"gmtCreate":1679600660870,"gmtModify":1679600662303,"author":{"id":"3547082032543595","authorId":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082032543595","idStr":"3547082032543595"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659902527","repostId":"659903585","repostType":1,"repost":{"id":659903585,"gmtCreate":1679587800000,"gmtModify":1679589943746,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"潘长江回应","htmlText":"来源:新闻晨报综合近日,有网友爆料潘长江携全家移民美国,并称“国内挣钱国外花”。昨天,潘长江在某视频平台回应了近期网传的全家移民美国一事。该回应已经在今天下午冲上热搜。视频中女儿潘阳问父亲:“听网上说咱们全家都移民美国了,这是啥时候的事,我咋不知道?”潘长江回应:“啥?这件事别说你不知道了,连我都不知道。”随后他又表示“这是我的根,我哪都不去。”在评论区里,有网友发现其账号IP属地显示为北京。而潘长江在视频的结尾还特意写着“不信谣、不传谣、谣言止于智者”12个大字。","listText":"来源:新闻晨报综合近日,有网友爆料潘长江携全家移民美国,并称“国内挣钱国外花”。昨天,潘长江在某视频平台回应了近期网传的全家移民美国一事。该回应已经在今天下午冲上热搜。视频中女儿潘阳问父亲:“听网上说咱们全家都移民美国了,这是啥时候的事,我咋不知道?”潘长江回应:“啥?这件事别说你不知道了,连我都不知道。”随后他又表示“这是我的根,我哪都不去。”在评论区里,有网友发现其账号IP属地显示为北京。而潘长江在视频的结尾还特意写着“不信谣、不传谣、谣言止于智者”12个大字。","text":"来源:新闻晨报综合近日,有网友爆料潘长江携全家移民美国,并称“国内挣钱国外花”。昨天,潘长江在某视频平台回应了近期网传的全家移民美国一事。该回应已经在今天下午冲上热搜。视频中女儿潘阳问父亲:“听网上说咱们全家都移民美国了,这是啥时候的事,我咋不知道?”潘长江回应:“啥?这件事别说你不知道了,连我都不知道。”随后他又表示“这是我的根,我哪都不去。”在评论区里,有网友发现其账号IP属地显示为北京。而潘长江在视频的结尾还特意写着“不信谣、不传谣、谣言止于智者”12个大字。","images":[{"img":"https://static.tigerbbs.com/cc60288354a74762a5cdaa0126b8f4bf","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/a5655d00e5e94778963732f2d98d4949","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/ebb937c2be744ec085a8cdf69967d81a","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659903585","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650439714,"gmtCreate":1679421704238,"gmtModify":1679421705587,"author":{"id":"3547082032543595","authorId":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082032543595","idStr":"3547082032543595"},"themes":[],"htmlText":"晚上好!","listText":"晚上好!","text":"晚上好!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650439714","repostId":"650494346","repostType":1,"repost":{"id":650494346,"gmtCreate":1679414688685,"gmtModify":1679415762271,"author":{"id":"3534231210969182","authorId":"3534231210969182","name":"雷达财经","avatar":"https://static.tigerbbs.com/23f5ed78a62745bb3ebe4e27cd9e6fa1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534231210969182","idStr":"3534231210969182"},"themes":[],"title":"华虹计通面临退市危机 律师:受损投资者可诉讼维权","htmlText":"雷达财经 文|苏红 编|深海 3月19日,华虹计通收到深圳证券交易所创业板公司管理部下发的《事先告知书》,公司面临退市危机。 据悉,2022 年 12 月 29 日,证监会上海监管局出具 的《行政处罚决定书》显示,经查明,公司 2017 年虚增营业利润 896.39 万元。2023 年 3 月 15 日,华虹计通披露 的《关于前期会计差错更正暨追溯调整的公告》及相应的审计报告显 示,根据上述《行政处罚决定书》认定的相关事项进行追溯调整后, 公司2017、2018年度经审计的净利润分别为-179.43 万元、 -1,811.77 万元。 鉴于公司 2015 年度、2016 年度经审计的净利润分别为-1361.48 万元、-2894.72 万元,公司2015年度至2018 年度连续四年净利润为负,实际已触及深交所《上市公司重大违法强制退市实施办法》第二条第一项、第四条第三项,《创业板股票上市规则(2018 年 11 月修订)》第 13.4.1 条第一款第二项的终止上市标准。深交所拟对公司股票实施重大违法强制退市。 根据监管机构认定的违法事实,吴立骏律师提示,凡在2018年4月12日至2021年11月26日期间买入华虹计通,并在2021年11月26日收盘时仍持有该股票的受损的投资者,可通过公号“雷达Finance”(雷助码:01)报名,参与索赔。 华虹计通提示,若公司股票被深圳证券交易所决定终止上市,根据《深圳证券交 易所创业板股票上市规则(2023 年修订)》第 10.7.1 条、第 10.7.2 条、第 10.7.9 条之规定,自深圳证券交易所公告对公司股票作出终止上市决定之日起五个交易日后的次一交易日复牌并进入退市整理期交易。 退市整理期间,公司的证券代码不变,股票简称后冠以退标识,进入风险警示板交易。退市整理期的交易期限为十五个交易日。 退市整理期间,公司股票原则上不停牌","listText":"雷达财经 文|苏红 编|深海 3月19日,华虹计通收到深圳证券交易所创业板公司管理部下发的《事先告知书》,公司面临退市危机。 据悉,2022 年 12 月 29 日,证监会上海监管局出具 的《行政处罚决定书》显示,经查明,公司 2017 年虚增营业利润 896.39 万元。2023 年 3 月 15 日,华虹计通披露 的《关于前期会计差错更正暨追溯调整的公告》及相应的审计报告显 示,根据上述《行政处罚决定书》认定的相关事项进行追溯调整后, 公司2017、2018年度经审计的净利润分别为-179.43 万元、 -1,811.77 万元。 鉴于公司 2015 年度、2016 年度经审计的净利润分别为-1361.48 万元、-2894.72 万元,公司2015年度至2018 年度连续四年净利润为负,实际已触及深交所《上市公司重大违法强制退市实施办法》第二条第一项、第四条第三项,《创业板股票上市规则(2018 年 11 月修订)》第 13.4.1 条第一款第二项的终止上市标准。深交所拟对公司股票实施重大违法强制退市。 根据监管机构认定的违法事实,吴立骏律师提示,凡在2018年4月12日至2021年11月26日期间买入华虹计通,并在2021年11月26日收盘时仍持有该股票的受损的投资者,可通过公号“雷达Finance”(雷助码:01)报名,参与索赔。 华虹计通提示,若公司股票被深圳证券交易所决定终止上市,根据《深圳证券交 易所创业板股票上市规则(2023 年修订)》第 10.7.1 条、第 10.7.2 条、第 10.7.9 条之规定,自深圳证券交易所公告对公司股票作出终止上市决定之日起五个交易日后的次一交易日复牌并进入退市整理期交易。 退市整理期间,公司的证券代码不变,股票简称后冠以退标识,进入风险警示板交易。退市整理期的交易期限为十五个交易日。 退市整理期间,公司股票原则上不停牌","text":"雷达财经 文|苏红 编|深海 3月19日,华虹计通收到深圳证券交易所创业板公司管理部下发的《事先告知书》,公司面临退市危机。 据悉,2022 年 12 月 29 日,证监会上海监管局出具 的《行政处罚决定书》显示,经查明,公司 2017 年虚增营业利润 896.39 万元。2023 年 3 月 15 日,华虹计通披露 的《关于前期会计差错更正暨追溯调整的公告》及相应的审计报告显 示,根据上述《行政处罚决定书》认定的相关事项进行追溯调整后, 公司2017、2018年度经审计的净利润分别为-179.43 万元、 -1,811.77 万元。 鉴于公司 2015 年度、2016 年度经审计的净利润分别为-1361.48 万元、-2894.72 万元,公司2015年度至2018 年度连续四年净利润为负,实际已触及深交所《上市公司重大违法强制退市实施办法》第二条第一项、第四条第三项,《创业板股票上市规则(2018 年 11 月修订)》第 13.4.1 条第一款第二项的终止上市标准。深交所拟对公司股票实施重大违法强制退市。 根据监管机构认定的违法事实,吴立骏律师提示,凡在2018年4月12日至2021年11月26日期间买入华虹计通,并在2021年11月26日收盘时仍持有该股票的受损的投资者,可通过公号“雷达Finance”(雷助码:01)报名,参与索赔。 华虹计通提示,若公司股票被深圳证券交易所决定终止上市,根据《深圳证券交 易所创业板股票上市规则(2023 年修订)》第 10.7.1 条、第 10.7.2 条、第 10.7.9 条之规定,自深圳证券交易所公告对公司股票作出终止上市决定之日起五个交易日后的次一交易日复牌并进入退市整理期交易。 退市整理期间,公司的证券代码不变,股票简称后冠以退标识,进入风险警示板交易。退市整理期的交易期限为十五个交易日。 退市整理期间,公司股票原则上不停牌","images":[{"img":"https://static.tigerbbs.com/57a3d3119ff755592f4f99596309f273","width":"641","height":"380"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650494346","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650439582,"gmtCreate":1679421059946,"gmtModify":1679421061473,"author":{"id":"3547082032543595","authorId":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082032543595","idStr":"3547082032543595"},"themes":[],"htmlText":"涨知识 谢谢","listText":"涨知识 谢谢","text":"涨知识 谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650439582","repostId":"650593737","repostType":1,"repost":{"id":650593737,"gmtCreate":1679362420129,"gmtModify":1703729204948,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【3月21日】银行业危机重重,瑞信贱卖后腰斩,FRC会是下一个吗?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。<a href=\"https://www.laohu8.com/news/1142917616\" target=\"_blank\">点击查看更多资讯</a>港股市场3月21日讯,恒指高开0.62%,恒生科技指数涨1.07%。科技、大金融反攻,汇丰控股涨超3%领涨蓝筹,友邦保险涨超2%;哔哩哔哩涨8%,蔚来涨超7%。美股市场美股周一收高。在瑞士政府策划瑞银强制收购瑞士信贷后,投资者对银行业危机的缓解抱有希望。在银行业危机的背景下,市场关注美联储及其货币政策前景。目前市场预计该行本周不加息的概率为26.9%,加息25个基点的概率则接近四分之三。截止收盘,道琼斯指数涨1.2%,纳斯达克指数涨0.39%,标普500指数涨0.89%。能源、保险、原材料板块涨幅居前,纳伯斯实业、<a href=\"https://laohu8.com/S/SCCO\">$南方铜业(SCCO)$</a> 涨超4%,世纪铝业、美国国际集团、美国家庭保险涨超3%。热门科技股涨跌不一,苹果、特斯拉涨超1%,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 跌超2%,谷歌跌0.52%,亚马逊跌1.25%。<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> 盘中多次熔断,收盘跌超47%,业内担忧其为下一个破产的美国银行,<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a> 跌近53%,二者均创收盘历史新低。据媒体报道,由斯坦福大学等高校的几位经济学家联合撰写的一篇文章指出,美国仍有186家银行面临倒闭命运,即使只有一半的储户提取存款,这些银行也很可能会倒闭。热门中概股涨跌不一,纳斯达克中国","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。<a href=\"https://www.laohu8.com/news/1142917616\" target=\"_blank\">点击查看更多资讯</a>港股市场3月21日讯,恒指高开0.62%,恒生科技指数涨1.07%。科技、大金融反攻,汇丰控股涨超3%领涨蓝筹,友邦保险涨超2%;哔哩哔哩涨8%,蔚来涨超7%。美股市场美股周一收高。在瑞士政府策划瑞银强制收购瑞士信贷后,投资者对银行业危机的缓解抱有希望。在银行业危机的背景下,市场关注美联储及其货币政策前景。目前市场预计该行本周不加息的概率为26.9%,加息25个基点的概率则接近四分之三。截止收盘,道琼斯指数涨1.2%,纳斯达克指数涨0.39%,标普500指数涨0.89%。能源、保险、原材料板块涨幅居前,纳伯斯实业、<a href=\"https://laohu8.com/S/SCCO\">$南方铜业(SCCO)$</a> 涨超4%,世纪铝业、美国国际集团、美国家庭保险涨超3%。热门科技股涨跌不一,苹果、特斯拉涨超1%,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 跌超2%,谷歌跌0.52%,亚马逊跌1.25%。<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> 盘中多次熔断,收盘跌超47%,业内担忧其为下一个破产的美国银行,<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a> 跌近53%,二者均创收盘历史新低。据媒体报道,由斯坦福大学等高校的几位经济学家联合撰写的一篇文章指出,美国仍有186家银行面临倒闭命运,即使只有一半的储户提取存款,这些银行也很可能会倒闭。热门中概股涨跌不一,纳斯达克中国","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。点击查看更多资讯港股市场3月21日讯,恒指高开0.62%,恒生科技指数涨1.07%。科技、大金融反攻,汇丰控股涨超3%领涨蓝筹,友邦保险涨超2%;哔哩哔哩涨8%,蔚来涨超7%。美股市场美股周一收高。在瑞士政府策划瑞银强制收购瑞士信贷后,投资者对银行业危机的缓解抱有希望。在银行业危机的背景下,市场关注美联储及其货币政策前景。目前市场预计该行本周不加息的概率为26.9%,加息25个基点的概率则接近四分之三。截止收盘,道琼斯指数涨1.2%,纳斯达克指数涨0.39%,标普500指数涨0.89%。能源、保险、原材料板块涨幅居前,纳伯斯实业、$南方铜业(SCCO)$ 涨超4%,世纪铝业、美国国际集团、美国家庭保险涨超3%。热门科技股涨跌不一,苹果、特斯拉涨超1%,$微软(MSFT)$ 跌超2%,谷歌跌0.52%,亚马逊跌1.25%。$第一共和银行(FRC)$ 盘中多次熔断,收盘跌超47%,业内担忧其为下一个破产的美国银行,$瑞士信贷(CS)$ 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投资界解码LP获悉,最近,由国兴(厦门)投资管理有限公司担任管理人的宁德市东侨经济开发区智创股权投资合伙企业(有限合伙)(简称:宁德市东侨经济开发区智创基金、母基金)正式启动了子基金管理机构遴选相关申报工作。 这一次,宁德市东侨经济开发区智创基金目标明确将采取“母-子基金”投资方式运作,通过子基金放大作用,目标规模形成100亿的母基金集群,主要投向新能源产业、新材料产业、电动智能化、绿色交通以及其他战略性新兴产业等领域,对单支子基金出资比例最高可达30%。 宁德母基金开始招GP 遴选公告出炉 我们先从宁德东侨经济开发区说起。 作为动力锂电龙头公司宁德时代及消费电池龙头公司宁德新能源所在区域,宁德东侨经济开发区历经十余年发展,逐渐形成了新能源、新材料的千亿级核心产业链。这里也从曾经荒芜的滩涂地,一步步崛起成为今天承载新能源产业的“锂电之都”,正在成为宁德的新名片和新地标。 现在,为加快新能源产业发展,推进以锂电新能源为核心、其他优势产业链多元协同发展的新能源、新材料全产业链集群生态发展,提升产业聚集规模和效益,东侨经济开发区再次行动宁德东侨国有资产投资建设有限公司出资成立宁德市东侨经济开发区智创基金,由国兴投资担任管理人。 随后,遴选公告以及子基金设立要求正式出炉: 首先,东侨经济开发区智创基金对子基金的参股比例不超过子基金总规模的30%。子基金管理团队或管理机构或与管理机构有关联关系的普通合伙人,应根据子基金规模,在子基金中参股或认缴一定份额。 单只子基金募集规模原则上不超过10亿元人民币,应主要围绕新能源、新材料、电动智能化、绿色交通及其他战略性新兴产业进行投资,且投资于上述主投领域的比例不得低于该子基金规模的70%。原则上全部出资在3年内到位,子基金所有投资者均以货币形式出资。 返投层面,东侨经济开发区智创基金要求子基金应优先投资于宁德市东侨经济技术","listText":"福建宁德市也来了。 投资界解码LP获悉,最近,由国兴(厦门)投资管理有限公司担任管理人的宁德市东侨经济开发区智创股权投资合伙企业(有限合伙)(简称:宁德市东侨经济开发区智创基金、母基金)正式启动了子基金管理机构遴选相关申报工作。 这一次,宁德市东侨经济开发区智创基金目标明确将采取“母-子基金”投资方式运作,通过子基金放大作用,目标规模形成100亿的母基金集群,主要投向新能源产业、新材料产业、电动智能化、绿色交通以及其他战略性新兴产业等领域,对单支子基金出资比例最高可达30%。 宁德母基金开始招GP 遴选公告出炉 我们先从宁德东侨经济开发区说起。 作为动力锂电龙头公司宁德时代及消费电池龙头公司宁德新能源所在区域,宁德东侨经济开发区历经十余年发展,逐渐形成了新能源、新材料的千亿级核心产业链。这里也从曾经荒芜的滩涂地,一步步崛起成为今天承载新能源产业的“锂电之都”,正在成为宁德的新名片和新地标。 现在,为加快新能源产业发展,推进以锂电新能源为核心、其他优势产业链多元协同发展的新能源、新材料全产业链集群生态发展,提升产业聚集规模和效益,东侨经济开发区再次行动宁德东侨国有资产投资建设有限公司出资成立宁德市东侨经济开发区智创基金,由国兴投资担任管理人。 随后,遴选公告以及子基金设立要求正式出炉: 首先,东侨经济开发区智创基金对子基金的参股比例不超过子基金总规模的30%。子基金管理团队或管理机构或与管理机构有关联关系的普通合伙人,应根据子基金规模,在子基金中参股或认缴一定份额。 单只子基金募集规模原则上不超过10亿元人民币,应主要围绕新能源、新材料、电动智能化、绿色交通及其他战略性新兴产业进行投资,且投资于上述主投领域的比例不得低于该子基金规模的70%。原则上全部出资在3年内到位,子基金所有投资者均以货币形式出资。 返投层面,东侨经济开发区智创基金要求子基金应优先投资于宁德市东侨经济技术","text":"福建宁德市也来了。 投资界解码LP获悉,最近,由国兴(厦门)投资管理有限公司担任管理人的宁德市东侨经济开发区智创股权投资合伙企业(有限合伙)(简称:宁德市东侨经济开发区智创基金、母基金)正式启动了子基金管理机构遴选相关申报工作。 这一次,宁德市东侨经济开发区智创基金目标明确将采取“母-子基金”投资方式运作,通过子基金放大作用,目标规模形成100亿的母基金集群,主要投向新能源产业、新材料产业、电动智能化、绿色交通以及其他战略性新兴产业等领域,对单支子基金出资比例最高可达30%。 宁德母基金开始招GP 遴选公告出炉 我们先从宁德东侨经济开发区说起。 作为动力锂电龙头公司宁德时代及消费电池龙头公司宁德新能源所在区域,宁德东侨经济开发区历经十余年发展,逐渐形成了新能源、新材料的千亿级核心产业链。这里也从曾经荒芜的滩涂地,一步步崛起成为今天承载新能源产业的“锂电之都”,正在成为宁德的新名片和新地标。 现在,为加快新能源产业发展,推进以锂电新能源为核心、其他优势产业链多元协同发展的新能源、新材料全产业链集群生态发展,提升产业聚集规模和效益,东侨经济开发区再次行动宁德东侨国有资产投资建设有限公司出资成立宁德市东侨经济开发区智创基金,由国兴投资担任管理人。 随后,遴选公告以及子基金设立要求正式出炉: 首先,东侨经济开发区智创基金对子基金的参股比例不超过子基金总规模的30%。子基金管理团队或管理机构或与管理机构有关联关系的普通合伙人,应根据子基金规模,在子基金中参股或认缴一定份额。 单只子基金募集规模原则上不超过10亿元人民币,应主要围绕新能源、新材料、电动智能化、绿色交通及其他战略性新兴产业进行投资,且投资于上述主投领域的比例不得低于该子基金规模的70%。原则上全部出资在3年内到位,子基金所有投资者均以货币形式出资。 返投层面,东侨经济开发区智创基金要求子基金应优先投资于宁德市东侨经济技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650864891","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650691007,"gmtCreate":1679084228509,"gmtModify":1679084231049,"author":{"id":"3547082032543595","authorId":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082032543595","idStr":"3547082032543595"},"themes":[],"htmlText":"清晨好","listText":"清晨好","text":"清晨好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650691007","repostId":"650699336","repostType":1,"repost":{"id":650699336,"gmtCreate":1679055480000,"gmtModify":1679079200599,"author":{"id":"9000000000000038","authorId":"9000000000000038","name":"中文投资网","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000038","idStr":"9000000000000038"},"themes":[],"title":"欧洲央行痛批美国央行,鹰派口气暗示没有金融危机","htmlText":"大盘 周四大盘反弹,反弹的原因主要就是瑞士央行针对瑞士信贷会开了一个会讨论怎么帮助该银行,之后也是确定说会施以援手,但是细节都没讲,没有更多的信息披露。已知的公开信息就是瑞信得到了一些资金上的救助,包括周四盘中FRC也是得到了摩根大通和摩根施丹利联手援助。但是需要看到的是,其实反弹的并不是特别的多,但是较比早盘的跳空低开涨的是很多。 银行 从周四的行情也表现出来,其实反映出摩根士丹利、摩根大通,或者美国银行的资金流和资产负债表是非常稳定的,还没太用联储财政部出手,银行之间可能就会消化解决这个问题。 但是呢,CS反弹的话真的不太行,央行都出手救了,反弹才涨了2.3%。欧洲的其实CS涨了很多的,但是到了美股这边的反馈并不是特别好。所以投资者还是要保持警惕。Brant老师认为现在这个市场是没有做波段的机会的。 操作 Brant老师认为现在这个市场是没有做波段的机会的。去年12月,市场在底部震荡徘徊的时候。就是出现了一堆震荡行情,导致Brant老师亏了很多钱,就是因为在这个震荡的地方眼看就要破位了,第二天期指平开高走,大盘直接跳空高开。所以震荡行情是非常不好拿捏的,在这两天的市场也已经走出来了这种来回震荡、涨跌互现的这种局面以后,逢高放空会比较安全。逢高放空的点大概可以设为4030。尤其是看到了银行股在有利好的刺激下的反弹表现的太弱势了,Brant老师并不是很乐观,认为不应该去做高风险抄底的举措。这两纳斯达克涨得很坚挺,芯片股非常的厉害,Brant老师认为未来也不一定会补跌。 加息 未来一个礼拜依然是重点关注的窗口,因为这礼拜美联储的态度是不明显的。美联储到底是怎么想的?华尔街也不确定。刚说不加息了,周四又认为加息25个基点,概率又一下到80.5%了,为什么会涨得这么高呢?因为欧洲央行今天给了一个比较鹰派的观点。传达了自己银行体系的一个健康程度,然后表示还是会照常加息的。市场可能就","listText":"大盘 周四大盘反弹,反弹的原因主要就是瑞士央行针对瑞士信贷会开了一个会讨论怎么帮助该银行,之后也是确定说会施以援手,但是细节都没讲,没有更多的信息披露。已知的公开信息就是瑞信得到了一些资金上的救助,包括周四盘中FRC也是得到了摩根大通和摩根施丹利联手援助。但是需要看到的是,其实反弹的并不是特别的多,但是较比早盘的跳空低开涨的是很多。 银行 从周四的行情也表现出来,其实反映出摩根士丹利、摩根大通,或者美国银行的资金流和资产负债表是非常稳定的,还没太用联储财政部出手,银行之间可能就会消化解决这个问题。 但是呢,CS反弹的话真的不太行,央行都出手救了,反弹才涨了2.3%。欧洲的其实CS涨了很多的,但是到了美股这边的反馈并不是特别好。所以投资者还是要保持警惕。Brant老师认为现在这个市场是没有做波段的机会的。 操作 Brant老师认为现在这个市场是没有做波段的机会的。去年12月,市场在底部震荡徘徊的时候。就是出现了一堆震荡行情,导致Brant老师亏了很多钱,就是因为在这个震荡的地方眼看就要破位了,第二天期指平开高走,大盘直接跳空高开。所以震荡行情是非常不好拿捏的,在这两天的市场也已经走出来了这种来回震荡、涨跌互现的这种局面以后,逢高放空会比较安全。逢高放空的点大概可以设为4030。尤其是看到了银行股在有利好的刺激下的反弹表现的太弱势了,Brant老师并不是很乐观,认为不应该去做高风险抄底的举措。这两纳斯达克涨得很坚挺,芯片股非常的厉害,Brant老师认为未来也不一定会补跌。 加息 未来一个礼拜依然是重点关注的窗口,因为这礼拜美联储的态度是不明显的。美联储到底是怎么想的?华尔街也不确定。刚说不加息了,周四又认为加息25个基点,概率又一下到80.5%了,为什么会涨得这么高呢?因为欧洲央行今天给了一个比较鹰派的观点。传达了自己银行体系的一个健康程度,然后表示还是会照常加息的。市场可能就","text":"大盘 周四大盘反弹,反弹的原因主要就是瑞士央行针对瑞士信贷会开了一个会讨论怎么帮助该银行,之后也是确定说会施以援手,但是细节都没讲,没有更多的信息披露。已知的公开信息就是瑞信得到了一些资金上的救助,包括周四盘中FRC也是得到了摩根大通和摩根施丹利联手援助。但是需要看到的是,其实反弹的并不是特别的多,但是较比早盘的跳空低开涨的是很多。 银行 从周四的行情也表现出来,其实反映出摩根士丹利、摩根大通,或者美国银行的资金流和资产负债表是非常稳定的,还没太用联储财政部出手,银行之间可能就会消化解决这个问题。 但是呢,CS反弹的话真的不太行,央行都出手救了,反弹才涨了2.3%。欧洲的其实CS涨了很多的,但是到了美股这边的反馈并不是特别好。所以投资者还是要保持警惕。Brant老师认为现在这个市场是没有做波段的机会的。 操作 Brant老师认为现在这个市场是没有做波段的机会的。去年12月,市场在底部震荡徘徊的时候。就是出现了一堆震荡行情,导致Brant老师亏了很多钱,就是因为在这个震荡的地方眼看就要破位了,第二天期指平开高走,大盘直接跳空高开。所以震荡行情是非常不好拿捏的,在这两天的市场也已经走出来了这种来回震荡、涨跌互现的这种局面以后,逢高放空会比较安全。逢高放空的点大概可以设为4030。尤其是看到了银行股在有利好的刺激下的反弹表现的太弱势了,Brant老师并不是很乐观,认为不应该去做高风险抄底的举措。这两纳斯达克涨得很坚挺,芯片股非常的厉害,Brant老师认为未来也不一定会补跌。 加息 未来一个礼拜依然是重点关注的窗口,因为这礼拜美联储的态度是不明显的。美联储到底是怎么想的?华尔街也不确定。刚说不加息了,周四又认为加息25个基点,概率又一下到80.5%了,为什么会涨得这么高呢?因为欧洲央行今天给了一个比较鹰派的观点。传达了自己银行体系的一个健康程度,然后表示还是会照常加息的。市场可能就","images":[{"img":"https://static.tigerbbs.com/c5e0532d32754a37a696e2d3ea72f038"},{"img":"https://static.tigerbbs.com/e8fe3639bb2d45029eef7ea60e01509e"},{"img":"https://static.tigerbbs.com/710d521d7b854cf686c901d3e34070ae"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650699336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650170748,"gmtCreate":1679015766185,"gmtModify":1679015767569,"author":{"id":"3547082032543595","authorId":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082032543595","idStr":"3547082032543595"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650170748","repostId":"650147427","repostType":1,"repost":{"id":650147427,"gmtCreate":1679011440000,"gmtModify":1679017456854,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579560926082632","idStr":"3579560926082632"},"themes":[],"title":"首发 | 碳佳科技获IDG资本数千万元Pre-A轮投资","htmlText":"投资界3月17日消息,新能源电池负极材料创新企业碳佳科技宣布完成了由IDG资本独 家投资的数千万元Pre-A轮融资,助力碳佳迈向量产与商用化新里程。同时,碳佳科技A轮融资也正在启动中。 碳佳科技孵化于斯坦福大学博士创业新材料项目,多年来一直专注于研究、生产应用于新能源电池的新一代高端材料。碳佳的独创TANO3D专利技术可以精确合成新型可控的三维微纳结构材料,作为平台型技术可衍生出多种创新产品,包括硅碳负极、钠电硬碳负极以及锂电快充硬碳负极,实现高能量、高首效、高循环,且使用最易得的大宗材料即可合成,流程简短,易于快速实现规模化量产,在新能源电池负极材料领域有显著的性能和成本优势。 在政策驱动和市场需求增长的大背景下,新能源行业得到迅猛发展,尤其是以锂离子电池为能源供给的电动汽车、消费电子等。但是传统锂离子电池采用的传统石墨负极比容量已达到372mAh/g的理论极限最大值,已经无法满足终端消费者对长续航及快充性日益提升的需求。当下,具有极高能量密度(纯硅理论比容量可到4200mAh/g)和首次效率(85%+)的硅碳负极被普遍认同是石墨之后的下一代新型负极材料,有望直击石墨负极性能瓶颈,在新能源市场开启爆发式增长;但是硅碳负极材料的应用依然存在高膨胀、低循环、高成本等难以解决的常态化痛点,业内依旧面临降本与规模化量产的挑战。 碳佳科技的新型TANO3D专利技术可以针对当前硅碳负极材料遭遇的痛点提供创新性解决方案。相比业内受限于现有材料框架,性能难以突破,碳佳可实现源头上创造三维微纳结构材料,大幅提升能量密度与首效的同时,保证了更好的膨胀率与循环稳定性,并具有成本优势,可快速实现规模化量产。目前碳佳硅碳负极产品已送样多家头部电池厂商,进展良好。 此外,基于TANO3D专利技术,碳佳还从源头上精确调控,开发了钠电硬碳和锂电快充硬碳两大创新级产品,构筑坚实护城河。同时碳佳正在开发产线","listText":"投资界3月17日消息,新能源电池负极材料创新企业碳佳科技宣布完成了由IDG资本独 家投资的数千万元Pre-A轮融资,助力碳佳迈向量产与商用化新里程。同时,碳佳科技A轮融资也正在启动中。 碳佳科技孵化于斯坦福大学博士创业新材料项目,多年来一直专注于研究、生产应用于新能源电池的新一代高端材料。碳佳的独创TANO3D专利技术可以精确合成新型可控的三维微纳结构材料,作为平台型技术可衍生出多种创新产品,包括硅碳负极、钠电硬碳负极以及锂电快充硬碳负极,实现高能量、高首效、高循环,且使用最易得的大宗材料即可合成,流程简短,易于快速实现规模化量产,在新能源电池负极材料领域有显著的性能和成本优势。 在政策驱动和市场需求增长的大背景下,新能源行业得到迅猛发展,尤其是以锂离子电池为能源供给的电动汽车、消费电子等。但是传统锂离子电池采用的传统石墨负极比容量已达到372mAh/g的理论极限最大值,已经无法满足终端消费者对长续航及快充性日益提升的需求。当下,具有极高能量密度(纯硅理论比容量可到4200mAh/g)和首次效率(85%+)的硅碳负极被普遍认同是石墨之后的下一代新型负极材料,有望直击石墨负极性能瓶颈,在新能源市场开启爆发式增长;但是硅碳负极材料的应用依然存在高膨胀、低循环、高成本等难以解决的常态化痛点,业内依旧面临降本与规模化量产的挑战。 碳佳科技的新型TANO3D专利技术可以针对当前硅碳负极材料遭遇的痛点提供创新性解决方案。相比业内受限于现有材料框架,性能难以突破,碳佳可实现源头上创造三维微纳结构材料,大幅提升能量密度与首效的同时,保证了更好的膨胀率与循环稳定性,并具有成本优势,可快速实现规模化量产。目前碳佳硅碳负极产品已送样多家头部电池厂商,进展良好。 此外,基于TANO3D专利技术,碳佳还从源头上精确调控,开发了钠电硬碳和锂电快充硬碳两大创新级产品,构筑坚实护城河。同时碳佳正在开发产线","text":"投资界3月17日消息,新能源电池负极材料创新企业碳佳科技宣布完成了由IDG资本独 家投资的数千万元Pre-A轮融资,助力碳佳迈向量产与商用化新里程。同时,碳佳科技A轮融资也正在启动中。 碳佳科技孵化于斯坦福大学博士创业新材料项目,多年来一直专注于研究、生产应用于新能源电池的新一代高端材料。碳佳的独创TANO3D专利技术可以精确合成新型可控的三维微纳结构材料,作为平台型技术可衍生出多种创新产品,包括硅碳负极、钠电硬碳负极以及锂电快充硬碳负极,实现高能量、高首效、高循环,且使用最易得的大宗材料即可合成,流程简短,易于快速实现规模化量产,在新能源电池负极材料领域有显著的性能和成本优势。 在政策驱动和市场需求增长的大背景下,新能源行业得到迅猛发展,尤其是以锂离子电池为能源供给的电动汽车、消费电子等。但是传统锂离子电池采用的传统石墨负极比容量已达到372mAh/g的理论极限最大值,已经无法满足终端消费者对长续航及快充性日益提升的需求。当下,具有极高能量密度(纯硅理论比容量可到4200mAh/g)和首次效率(85%+)的硅碳负极被普遍认同是石墨之后的下一代新型负极材料,有望直击石墨负极性能瓶颈,在新能源市场开启爆发式增长;但是硅碳负极材料的应用依然存在高膨胀、低循环、高成本等难以解决的常态化痛点,业内依旧面临降本与规模化量产的挑战。 碳佳科技的新型TANO3D专利技术可以针对当前硅碳负极材料遭遇的痛点提供创新性解决方案。相比业内受限于现有材料框架,性能难以突破,碳佳可实现源头上创造三维微纳结构材料,大幅提升能量密度与首效的同时,保证了更好的膨胀率与循环稳定性,并具有成本优势,可快速实现规模化量产。目前碳佳硅碳负极产品已送样多家头部电池厂商,进展良好。 此外,基于TANO3D专利技术,碳佳还从源头上精确调控,开发了钠电硬碳和锂电快充硬碳两大创新级产品,构筑坚实护城河。同时碳佳正在开发产线","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650147427","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650060740,"gmtCreate":1678768557780,"gmtModify":1678768559228,"author":{"id":"3547082032543595","authorId":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547082032543595","idStr":"3547082032543595"},"themes":[],"htmlText":"222","listText":"222","text":"222","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650060740","repostId":"650011831","repostType":1,"repost":{"id":650011831,"gmtCreate":1678761032023,"gmtModify":1678762051641,"author":{"id":"3525994231964285","authorId":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3525994231964285","idStr":"3525994231964285"},"themes":[],"title":"空气炸锅销量下滑三成,小家电为何总是“未大先衰”? ","htmlText":"从顶流爆品到明日黄花需要多长时间?空气炸锅的答案是,两个月。 过去两年,空气炸锅是小家电领域最强势的爆款产品。2022年,空气炸锅零售额仍能同比增长49.2%。但到了2023年,空气炸锅销量急转直下,今年前两个月,空气炸锅线上、线下渠道销量较去年同期分别下滑28.98%、38.31%。 空气炸锅急速坠落,是小家电行业困境的又一次展示。小家电行业曾被寄予厚望,有机构甚至预测到2023年,小家电市场规模将超千亿。但现在来看,小家电不仅距千亿规模相差甚远,甚至还总是出现“未大先衰”的情况。 2022年,小家电小家电总体销售额同比下滑6.7%,如果不算空气炸锅,其市场规模同比下滑14.1%。就连美的集团董事长兼总裁方洪波也在反思自家业务时提道,“美的小家电业务面临的不是发展问题,而是生存问题。” 为什么空气炸锅销量急转直下,小家电的发展又远不及预期? 本文持有以下核心观点: 1、空气炸锅透支了市场需求。空气炸锅可一键烹饪,居家红利以及社交媒体的狂轰滥炸,很多不会做饭的年轻人入手空气炸锅,但冲动下单后,空气炸锅产生了搁置现象。闲鱼发布的年度十大无用产品中,空气炸锅位居首位。疫情放开后,餐饮开业,居家增益完全消失。 2、空气炸锅被集成化产品打败。老板、美的等品牌推出蒸烤炸一体机产品,集成了空气炸功能。对于居住面积普遍较小的中国家庭,功能更全面的家电产品很容易击败应用场景少,使用频率低的单一属性产品。 3、小家电很难跑通量价齐升的逻辑。小家电功能单一,产品升级空间有限,很难通过高端化实现量价齐升。同为新兴品类,空气炸锅只能是降价促量,而干衣机走的是量价齐升的路线。 / 01 /销量下滑三成,空气炸锅骤然降温 空气炸锅虽然这两年才火,但产品历史却比我们想象的早很多。 其产品原型最早可追朔至1990年,美国QNC公司推出了商用空气炸锅——Quik n Crispy Greaseless Fr","listText":"从顶流爆品到明日黄花需要多长时间?空气炸锅的答案是,两个月。 过去两年,空气炸锅是小家电领域最强势的爆款产品。2022年,空气炸锅零售额仍能同比增长49.2%。但到了2023年,空气炸锅销量急转直下,今年前两个月,空气炸锅线上、线下渠道销量较去年同期分别下滑28.98%、38.31%。 空气炸锅急速坠落,是小家电行业困境的又一次展示。小家电行业曾被寄予厚望,有机构甚至预测到2023年,小家电市场规模将超千亿。但现在来看,小家电不仅距千亿规模相差甚远,甚至还总是出现“未大先衰”的情况。 2022年,小家电小家电总体销售额同比下滑6.7%,如果不算空气炸锅,其市场规模同比下滑14.1%。就连美的集团董事长兼总裁方洪波也在反思自家业务时提道,“美的小家电业务面临的不是发展问题,而是生存问题。” 为什么空气炸锅销量急转直下,小家电的发展又远不及预期? 本文持有以下核心观点: 1、空气炸锅透支了市场需求。空气炸锅可一键烹饪,居家红利以及社交媒体的狂轰滥炸,很多不会做饭的年轻人入手空气炸锅,但冲动下单后,空气炸锅产生了搁置现象。闲鱼发布的年度十大无用产品中,空气炸锅位居首位。疫情放开后,餐饮开业,居家增益完全消失。 2、空气炸锅被集成化产品打败。老板、美的等品牌推出蒸烤炸一体机产品,集成了空气炸功能。对于居住面积普遍较小的中国家庭,功能更全面的家电产品很容易击败应用场景少,使用频率低的单一属性产品。 3、小家电很难跑通量价齐升的逻辑。小家电功能单一,产品升级空间有限,很难通过高端化实现量价齐升。同为新兴品类,空气炸锅只能是降价促量,而干衣机走的是量价齐升的路线。 / 01 /销量下滑三成,空气炸锅骤然降温 空气炸锅虽然这两年才火,但产品历史却比我们想象的早很多。 其产品原型最早可追朔至1990年,美国QNC公司推出了商用空气炸锅——Quik n Crispy Greaseless Fr","text":"从顶流爆品到明日黄花需要多长时间?空气炸锅的答案是,两个月。 过去两年,空气炸锅是小家电领域最强势的爆款产品。2022年,空气炸锅零售额仍能同比增长49.2%。但到了2023年,空气炸锅销量急转直下,今年前两个月,空气炸锅线上、线下渠道销量较去年同期分别下滑28.98%、38.31%。 空气炸锅急速坠落,是小家电行业困境的又一次展示。小家电行业曾被寄予厚望,有机构甚至预测到2023年,小家电市场规模将超千亿。但现在来看,小家电不仅距千亿规模相差甚远,甚至还总是出现“未大先衰”的情况。 2022年,小家电小家电总体销售额同比下滑6.7%,如果不算空气炸锅,其市场规模同比下滑14.1%。就连美的集团董事长兼总裁方洪波也在反思自家业务时提道,“美的小家电业务面临的不是发展问题,而是生存问题。” 为什么空气炸锅销量急转直下,小家电的发展又远不及预期? 本文持有以下核心观点: 1、空气炸锅透支了市场需求。空气炸锅可一键烹饪,居家红利以及社交媒体的狂轰滥炸,很多不会做饭的年轻人入手空气炸锅,但冲动下单后,空气炸锅产生了搁置现象。闲鱼发布的年度十大无用产品中,空气炸锅位居首位。疫情放开后,餐饮开业,居家增益完全消失。 2、空气炸锅被集成化产品打败。老板、美的等品牌推出蒸烤炸一体机产品,集成了空气炸功能。对于居住面积普遍较小的中国家庭,功能更全面的家电产品很容易击败应用场景少,使用频率低的单一属性产品。 3、小家电很难跑通量价齐升的逻辑。小家电功能单一,产品升级空间有限,很难通过高端化实现量价齐升。同为新兴品类,空气炸锅只能是降价促量,而干衣机走的是量价齐升的路线。 / 01 /销量下滑三成,空气炸锅骤然降温 空气炸锅虽然这两年才火,但产品历史却比我们想象的早很多。 其产品原型最早可追朔至1990年,美国QNC公司推出了商用空气炸锅——Quik n Crispy Greaseless 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没有谁的投资生涯是从做空(买跌)股市开始,大家刚刚进入资本市场,都是从做多(买涨)股市,开启自己的投资道路。在美股市场,它有着一个显著的特点,那就是牛长熊短,牛市特别长,一般都有10年,熊是特别短,很多时候就是一年多。在这样一个市场里,经常去做空股市,无异于自杀。 在美股市场投资这么多年,我自然也是一个死多头,美股市场不仅好公司多,比如我们熟悉的谷歌、苹果、亚马逊、阿里巴巴、AMD等等,而且美股市场的各项制度特别完善,适合价值投资,买了好公司安心放着就好了。在美股市场我最喜欢的两只股票就是苹果<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和阿里巴巴<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,并且在这样的市场各项技术分析都是有效的,所以我经常做波段,收益也很可观。 但是从2018年1月29号开始,到2018年2月9号结束的这次美股暴跌,让我眼界大开,感触深刻。一方面这次暴跌来的很突然,没有任何征兆,大部分投资者都习惯了美股长牛的温和,之前即使出现跌了,也是小幅度的回调,很快就涨回去了,所以这次暴跌打的大家措手不及;另一方面,大家之前稳定套利的产品(做空恐慌指数的产品,代码XIV),在这次暴跌中被清盘了,很多套利的投资者前段时间还是百万富翁,立刻资产就没有了,损失惨重。 这次暴跌让我感受到美股暴跌的暴戾,以及带来的危机感。感觉自己之前投资的,就像在大棚的花朵,每天都阳光充足,还有人伺候,一点风险意识都没有,这次暴跌就像大棚突然被风吹破了,随之后来就是狂风暴雨,差点让我和泥巴融为一体了。我开始审视自己的投资思维,不在像之前那样积极的做多了,改为谨慎投资,并且开始对美股是否继续维持","listText":"1、投资思维的转变 没有谁的投资生涯是从做空(买跌)股市开始,大家刚刚进入资本市场,都是从做多(买涨)股市,开启自己的投资道路。在美股市场,它有着一个显著的特点,那就是牛长熊短,牛市特别长,一般都有10年,熊是特别短,很多时候就是一年多。在这样一个市场里,经常去做空股市,无异于自杀。 在美股市场投资这么多年,我自然也是一个死多头,美股市场不仅好公司多,比如我们熟悉的谷歌、苹果、亚马逊、阿里巴巴、AMD等等,而且美股市场的各项制度特别完善,适合价值投资,买了好公司安心放着就好了。在美股市场我最喜欢的两只股票就是苹果<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和阿里巴巴<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,并且在这样的市场各项技术分析都是有效的,所以我经常做波段,收益也很可观。 但是从2018年1月29号开始,到2018年2月9号结束的这次美股暴跌,让我眼界大开,感触深刻。一方面这次暴跌来的很突然,没有任何征兆,大部分投资者都习惯了美股长牛的温和,之前即使出现跌了,也是小幅度的回调,很快就涨回去了,所以这次暴跌打的大家措手不及;另一方面,大家之前稳定套利的产品(做空恐慌指数的产品,代码XIV),在这次暴跌中被清盘了,很多套利的投资者前段时间还是百万富翁,立刻资产就没有了,损失惨重。 这次暴跌让我感受到美股暴跌的暴戾,以及带来的危机感。感觉自己之前投资的,就像在大棚的花朵,每天都阳光充足,还有人伺候,一点风险意识都没有,这次暴跌就像大棚突然被风吹破了,随之后来就是狂风暴雨,差点让我和泥巴融为一体了。我开始审视自己的投资思维,不在像之前那样积极的做多了,改为谨慎投资,并且开始对美股是否继续维持","text":"1、投资思维的转变 没有谁的投资生涯是从做空(买跌)股市开始,大家刚刚进入资本市场,都是从做多(买涨)股市,开启自己的投资道路。在美股市场,它有着一个显著的特点,那就是牛长熊短,牛市特别长,一般都有10年,熊是特别短,很多时候就是一年多。在这样一个市场里,经常去做空股市,无异于自杀。 在美股市场投资这么多年,我自然也是一个死多头,美股市场不仅好公司多,比如我们熟悉的谷歌、苹果、亚马逊、阿里巴巴、AMD等等,而且美股市场的各项制度特别完善,适合价值投资,买了好公司安心放着就好了。在美股市场我最喜欢的两只股票就是苹果$苹果(AAPL)$ 和阿里巴巴$阿里巴巴(BABA)$ ,并且在这样的市场各项技术分析都是有效的,所以我经常做波段,收益也很可观。 但是从2018年1月29号开始,到2018年2月9号结束的这次美股暴跌,让我眼界大开,感触深刻。一方面这次暴跌来的很突然,没有任何征兆,大部分投资者都习惯了美股长牛的温和,之前即使出现跌了,也是小幅度的回调,很快就涨回去了,所以这次暴跌打的大家措手不及;另一方面,大家之前稳定套利的产品(做空恐慌指数的产品,代码XIV),在这次暴跌中被清盘了,很多套利的投资者前段时间还是百万富翁,立刻资产就没有了,损失惨重。 这次暴跌让我感受到美股暴跌的暴戾,以及带来的危机感。感觉自己之前投资的,就像在大棚的花朵,每天都阳光充足,还有人伺候,一点风险意识都没有,这次暴跌就像大棚突然被风吹破了,随之后来就是狂风暴雨,差点让我和泥巴融为一体了。我开始审视自己的投资思维,不在像之前那样积极的做多了,改为谨慎投资,并且开始对美股是否继续维持","images":[{"img":"https://static.tigerbbs.com/9bec41fecfb690b7fe28b8a552c1eda4","width":"900","height":"595"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920337403","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653689459,"gmtCreate":1680828880671,"gmtModify":1680828882243,"author":{"id":"3547082032543595","authorId":"3547082032543595","name":"兵姐姐","avatar":"https://static.tigerbbs.com/f3142a4bd5765bdffcbf8d9271bf8788","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547082032543595","authorIdStr":"3547082032543595"},"themes":[],"htmlText":"股市有风险 入市需谨慎","listText":"股市有风险 入市需谨慎","text":"股市有风险 入市需谨慎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653689459","isVote":1,"tweetType":1,"viewCount":5911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}