MartinDong的个人主页 - 老虎社区

MartinDong

MartinDong

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IP属地：上海

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1主题

0勋章

2021-08-03

抄底成功

抱歉，原内容已删除

2021-07-26

退市吧[流泪]

抱歉，原内容已删除

2021-05-28

这是要哪般？

抱歉，原内容已删除

2021-05-25

都看好，为什么还如此的一蹶不振？

高盛也看好的比特币概念股到底有什么特别？

2021-05-25

还能好吗？

抱歉，原内容已删除

2021-04-28

打了不一定中，中了不一定涨，费用必须得出，完美

兆科眼科-B(06622.HK)香港公开发售获56倍认购上限定价16.8港元/股

2021-04-28

干

谷歌财报大超预期，盘后股价大涨5%创历史新高

2021-04-21

熊🐻来了？

美债利率为何回落？

2021-04-13

挺住

抱歉，原内容已删除

2021-04-08

nice小白表示有哪些好的金融股啊？提前埋伏起来

抱歉，原内容已删除

2021-04-07

nice

抱歉，原内容已删除

2021-04-07

应该主推国产品牌

针对上海浦东对特斯拉不予上牌的传闻，特斯拉官方于4月7日下午回应称，消息不...

2021-04-06

优信后市如何，望大神点化

抱歉，原内容已删除

2021-04-06

今晚开始登山模式

抱歉，原内容已删除

2021-04-04

下周看涨的票有哪些？大神们分析分析哈，年报看好的有哪些啊？在哪可以找到相关数据？

2021-04-03

小白如何逆袭？望指点

2021-04-02

今年新股破发的好多啊，不被看好的反而有可能喝点汤

抱歉，原内容已删除

2021-04-02

追高都可以

抱歉，原内容已删除

2021-04-01

各位大神，哪里能有针对小白的美股买卖经验啊？

2021-03-30

继续//@MartinDong: nice

教育股分化：跟谁学大跌25%，一留学概念股暴涨

去老虎APP查看更多动态

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛也看好的比特币概念股 到底有什么特别？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 04:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://usstock.jrj.com.cn/2021/05/25043232813585.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 \n　　分析师Will Nance周一对这家加密货币交易所评级为买入，并在给客户的一份报告中表示，Coinbase是投资者获得加密货币生态系统敞口的最佳方式。 \n　　Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。该股在首日交易中上涨至400美元以上，但上周五收于224...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/05/25043232813585.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"GS":"高盛","EBON":"亿邦国际","CAN":"嘉楠科技"},"source_url":"http://usstock.jrj.com.cn/2021/05/25043232813585.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138159082","content_text":"高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 \n　　分析师Will Nance周一对这家加密货币交易所评级为买入，并在给客户的一份报告中表示，Coinbase是投资者获得加密货币生态系统敞口的最佳方式。 \n　　Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。该股在首日交易中上涨至400美元以上，但上周五收于224美元附近。 \n　　高盛在报告中称，尽管该行认为，目前Coinbase的核心业务具有诱人的增长前景，有可能推动该公司实现高水平的盈利，但高盛认为，从长期来看，该公司在推动实现更稳定和经常性的收入流，以补充核心交易业务的措施方面依然存在较大空白。 \n　　在过去两周，加密货币市场又出现了一次大幅回调，比特币一度从历史纪录下跌了50%以上。不过，高盛表示，波动性并不是Coinbase的负面因素。 \n　　高盛在报告中称，投资者过于关注价格的影响，而较少关注波动性的影响，高盛认为波动性是Coinbase股价近期更大的推动因素。 \n　　高盛给予Coinbase的目标价为每股306美元，较该股当前价格高约36%。","news_type":1,"symbols_score_info":{"BTCmain":1,"GS":1,"XBTmain":1,"EBON":1,"CAN":1}},"isVote":1,"tweetType":1,"viewCount":4469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131788245,"gmtCreate":1621896739387,"gmtModify":1621896739387,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"还能好吗？","listText":"还能好吗？","text":"还能好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131788245","repostId":"2138151769","repostType":2,"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377711874,"gmtCreate":1619565358098,"gmtModify":1619565358098,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"打了不一定中，中了不一定涨，费用必须得出，完美","listText":"打了不一定中，中了不一定涨，费用必须得出，完美","text":"打了不一定中，中了不一定涨，费用必须得出，完美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377711874","repostId":"2130373700","repostType":2,"repost":{"id":"2130373700","kind":"news","pubTimestamp":1619562753,"share":"https://www.laohu8.com/m/news/2130373700?lang=zh_CN&edition=full","pubTime":"2021-04-28 06:32","market":"hk","language":"zh","title":"兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2130373700","media":"格隆汇","summary":"根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。","content":"<html><body><p>格隆汇 4 月 28日丨<span><a href=\"https://laohu8.com/S/06622\">兆科眼科-B</a>(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；<a href=\"https://laohu8.com/S/GS\">高盛</a>及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。</span></p><p>根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售项下初步可供认购的股份总数的约5.3倍以上。根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。</p><p>按发售价每股股份16.80港元，以及根据与基石投资者订立的基石投资协议，基石投资者已认购2546.1万股发售股份，相当于公司紧随全球发售完成后已发行股份总数约4.76%及全球发售项下发售股份数目的约20.60%，在各情况下均假设超额配股权未获行使。</p><p>根据发售价每股股份16.80港元，公司自全球发售收取的所得款项净额估计约为19.416亿港元。公司拟将该等所得款项净额约32.0%用于核心产品的临床开发及商业化；约46.0%为集团的其他在研候选药物的持续研发活动及商业化提供资金；约7.0%为位于南沙的生产设施进行生产线扩张，以筹备未来年度的产品上市；约5.0%为集团的业务开发活动及在研药物的扩展提供资金；及10.0%用于营运资金及其他一般企业用途。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。</p></body></html>","source":"stock_gelonghui","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>兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股</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{ 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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兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 06:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=517116><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇 4 月 28日丨兆科眼科-B(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；高盛及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=517116\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"06622":"兆科眼科-B"},"source_url":"https://www.gelonghui.com/news/detail.html?id=517116","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130373700","content_text":"格隆汇 4 月 28日丨兆科眼科-B(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；高盛及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售项下初步可供认购的股份总数的约5.3倍以上。根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。按发售价每股股份16.80港元，以及根据与基石投资者订立的基石投资协议，基石投资者已认购2546.1万股发售股份，相当于公司紧随全球发售完成后已发行股份总数约4.76%及全球发售项下发售股份数目的约20.60%，在各情况下均假设超额配股权未获行使。根据发售价每股股份16.80港元，公司自全球发售收取的所得款项净额估计约为19.416亿港元。公司拟将该等所得款项净额约32.0%用于核心产品的临床开发及商业化；约46.0%为集团的其他在研候选药物的持续研发活动及商业化提供资金；约7.0%为位于南沙的生产设施进行生产线扩张，以筹备未来年度的产品上市；约5.0%为集团的业务开发活动及在研药物的扩展提供资金；及10.0%用于营运资金及其他一般企业用途。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。","news_type":1,"symbols_score_info":{"06622":1}},"isVote":1,"tweetType":1,"viewCount":5816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377737016,"gmtCreate":1619565149235,"gmtModify":1619565149235,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"干","listText":"干","text":"干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377737016","repostId":"1168264798","repostType":4,"repost":{"id":"1168264798","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":1619564746,"share":"https://www.laohu8.com/m/news/1168264798?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:05","market":"us","language":"zh","title":"谷歌财报大超预期，盘后股价大涨5%创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1168264798","media":"老虎资讯综合","summary":"谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元","content":"<p>谷歌母公司Alphabet&nbsp;4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。<img src=\"https://static.tigerbbs.com/1cf14e52744d9520c6eea9cf5fd08aa1\" tg-width=\"1484\" tg-height=\"974\" referrerpolicy=\"no-referrer\"><b>|&nbsp;第一季度营收同比大涨34%，每股收益大涨82%创历史最高</b></p><p>财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。</p><p>一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。</p><p>第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。<img src=\"https://static.tigerbbs.com/04c18e5c94d3b6d4047c6f7b1f4540eb\" tg-width=\"1602\" tg-height=\"670\" referrerpolicy=\"no-referrer\">当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。</p><p>TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。</p><p><b>|&nbsp;广告收入同比增超32%，谷歌云同比大涨46%</b></p><p>按照业务分类来看：</p><p>一季度，谷歌服务总收入到达511.78亿美元；</p><p>（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）</p><p>其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。</p><p>此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。</p><p>其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。<img src=\"https://static.tigerbbs.com/9ed7cd2419e150521d3b20d080a0ba44\" tg-width=\"1614\" tg-height=\"742\" referrerpolicy=\"no-referrer\">公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。</p><p>首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。</p><p>谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。<img src=\"https://static.tigerbbs.com/a394bcb5fb666d7c607c0f6a0a3fe404\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。</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>谷歌财报大超预期，盘后股价大涨5%创历史新高</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谷歌财报大超预期，盘后股价大涨5%创历史新高\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\">2021-04-28 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>谷歌母公司Alphabet&nbsp;4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。<img src=\"https://static.tigerbbs.com/1cf14e52744d9520c6eea9cf5fd08aa1\" tg-width=\"1484\" tg-height=\"974\" referrerpolicy=\"no-referrer\"><b>|&nbsp;第一季度营收同比大涨34%，每股收益大涨82%创历史最高</b></p><p>财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。</p><p>一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。</p><p>第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。<img src=\"https://static.tigerbbs.com/04c18e5c94d3b6d4047c6f7b1f4540eb\" tg-width=\"1602\" tg-height=\"670\" referrerpolicy=\"no-referrer\">当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。</p><p>TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。</p><p><b>|&nbsp;广告收入同比增超32%，谷歌云同比大涨46%</b></p><p>按照业务分类来看：</p><p>一季度，谷歌服务总收入到达511.78亿美元；</p><p>（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）</p><p>其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。</p><p>此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。</p><p>其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。<img src=\"https://static.tigerbbs.com/9ed7cd2419e150521d3b20d080a0ba44\" tg-width=\"1614\" tg-height=\"742\" referrerpolicy=\"no-referrer\">公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。</p><p>首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。</p><p>谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。<img src=\"https://static.tigerbbs.com/a394bcb5fb666d7c607c0f6a0a3fe404\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69bda624dad1064625bad9c30f3beafa","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168264798","content_text":"谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。| 第一季度营收同比大涨34%，每股收益大涨82%创历史最高财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。| 广告收入同比增超32%，谷歌云同比大涨46%按照业务分类来看：一季度，谷歌服务总收入到达511.78亿美元；（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":4385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371531398,"gmtCreate":1618959787714,"gmtModify":1618959787714,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"熊🐻来了？","listText":"熊🐻来了？","text":"熊🐻来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371531398","repostId":"2128664817","repostType":4,"repost":{"id":"2128664817","kind":"news","pubTimestamp":1618909823,"share":"https://www.laohu8.com/m/news/2128664817?lang=zh_CN&edition=full","pubTime":"2021-04-20 17:10","market":"us","language":"zh","title":"美债利率为何回落？","url":"https://stock-news.laohu8.com/highlight/detail?id=2128664817","media":"雪涛宏观笔记 ","summary":"海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的","content":"<p>海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小</p><p>4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月15日最低跌至1.53%，创去年11月以来最大盘中跌幅。</p><p><b>对于美债利率的下行，我们并不感到意外。</b>第一，2月美债利率快速上行存在CTA趋势交易、MBS“凸性对冲”、SLR豁免到期迫使商业银行降低国债头寸等交易性因素的助推，<b>3月末这些短期交易性利空因素已经基本落定。</b>第二，美国财政部TGA账户余额从3月初的1.4万亿美元缩减至4月初的9550亿美元，向市场投放了大量流动性，<b>缓解了财政刺激下的美债供给压力率。</b>第三，4月日本进入新财年，日本投资者开始大量购买海外固定收益资产，<b>从之前卖出美债转为买入，拉低美债利率。</b></p><table><tbody><tr><td><p>图4：美国财政部TGA账户余额大幅下降（单位：亿美元）</p></td></tr><tr><td><p><img src=\"https://static.tigerbbs.com/24d6812facdb15e3bf1c15fb98a6eeff\" tg-width=\"925\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p></td></tr><tr><td><p>资料来源：WIND，天风证券研究所</p></td></tr></tbody></table><p>美债空头明显减弱，美债期货非商品空头持仓头寸从3月2日至4月13日下降了37%。美债10年-2年的期限价差与上期基本持平，处在53%分位的中性位置。我们预计受空头交易回补和配置资金上升的影响，美债利率短期回落至1.5%左右，<b>但不改中期继续上升的趋势。</b>随着复苏斜率明显走强，未来实际利率还有一定上升空间。通胀预期继续在高位震荡，未来上升的空间较小。<b>维持本轮名义利率高点在1.9%-2.1%左右的结论。</b></p><p><b>美股估值水平基本与前期持平，目前美股整体估值处于历史高位。</b>标普500和道琼斯的风险溢价继续处于过去十年的10%分位以下（分别低于中位数1.28和1.21个标准差），纳斯达克的风险溢价也处在21%分位的较低位置。美元的流动性溢价进一步下降至18%分位左右，流动性环境宽松。美债利率下跌，一定程度上释放了对成长板块的估值压力，价值股的比较优势逐渐走弱。</p>","source":"xthgbj","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>美债利率为何回落？</title>\n<style 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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美债利率为何回落？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 17:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3628441><strong>雪涛宏观笔记 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3628441\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c685480ed37cb27252b8611b704480cc","relate_stocks":{"GOVT":"iShares安硕核心美国国债ETF","TLT":"20+年以上美国国债ETF-iShares","IEF":"债券指数ETF-iShares Barclays 7-10年","IEI":"iShares Barclays 3-7 Year Trea","SHY":"债券指数ETF-iShares Barclays 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Education ","content":"<p>周五盘中，部分中概教育股大幅下跌，截至发稿，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌超25%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近20%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌15%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌7%。</p><p><img src=\"https://static.tigerbbs.com/0b4a402349e3fd647067e642578e284c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，部分教育及培训服务中概股大涨。留学和留学后服务公司<a href=\"https://laohu8.com/S/EEIQ\">Elite Education&nbsp;Group&nbsp;International</a>盘中再次触发熔断，此前涨665%。Elite Education&nbsp;Group&nbsp;International主要通过在美国俄亥俄州注册的全资子公司Quest Holding International LLC(QHI)为中国学生提供在美留学和留学后服务。QHI成立于2012年，总部位于美国俄亥俄州米德尔敦市，于2017年被EEI收购。</p><p><img src=\"https://static.tigerbbs.com/123836cbe2c350b84a51e19b69537001\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，<a href=\"https://laohu8.com/S/CLEU\">华夏博雅</a>涨超50%，盘中一度触发熔断。<a href=\"https://laohu8.com/S/WAFU\">华富教育</a>暴涨186%，盘中一度触发熔断。</p><p>消息面上，教育部发布《高等学校数字校园建设规范(试行)》，旨在推进教育信息化2.0行动计划，发展“互联网+教育”。</p><p>此外，近日，在线教育专业委员会的成立，发布《促进在线教育行业健康发展倡议书》，从5个方面倡导在线教育行业企业加强自律、规范发展。此外，委员会还提出了今年的八项重点工作。</p><p>在线教育专业委员会的成立，是网信办对于在线教育的监管做出的进一步努力，也意味着政策层面对在线教育的规范发展关注在持续加码。</p><p>从今年以来的政策层面的一系列动作看来，在线教育行业的整顿和规范化发展，将是今年教育培训行业一个不容忽视的主旋律。这其中两个方面趋势值得关注，一是在资本的大力加持下的教育培训广告泛滥的现象，二是为了预防跑路等乱象而加强预收费资金管理的问题。此外，一些钻政策空子，抱有侥幸心态的教育公司，将会失去生存和发展的空间，合规的头部公司将会更有实力应对各类风险。</p><p>可以说，在线教育行业野蛮生长的时代或将终结。</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>教育股分化：跟谁学大跌25%，一留学概念股暴涨</title>\n<style 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href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌超25%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近20%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌15%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌7%。</p><p><img src=\"https://static.tigerbbs.com/0b4a402349e3fd647067e642578e284c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，部分教育及培训服务中概股大涨。留学和留学后服务公司<a href=\"https://laohu8.com/S/EEIQ\">Elite Education&nbsp;Group&nbsp;International</a>盘中再次触发熔断，此前涨665%。Elite Education&nbsp;Group&nbsp;International主要通过在美国俄亥俄州注册的全资子公司Quest Holding International LLC(QHI)为中国学生提供在美留学和留学后服务。QHI成立于2012年，总部位于美国俄亥俄州米德尔敦市，于2017年被EEI收购。</p><p><img src=\"https://static.tigerbbs.com/123836cbe2c350b84a51e19b69537001\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，<a href=\"https://laohu8.com/S/CLEU\">华夏博雅</a>涨超50%，盘中一度触发熔断。<a href=\"https://laohu8.com/S/WAFU\">华富教育</a>暴涨186%，盘中一度触发熔断。</p><p>消息面上，教育部发布《高等学校数字校园建设规范(试行)》，旨在推进教育信息化2.0行动计划，发展“互联网+教育”。</p><p>此外，近日，在线教育专业委员会的成立，发布《促进在线教育行业健康发展倡议书》，从5个方面倡导在线教育行业企业加强自律、规范发展。此外，委员会还提出了今年的八项重点工作。</p><p>在线教育专业委员会的成立，是网信办对于在线教育的监管做出的进一步努力，也意味着政策层面对在线教育的规范发展关注在持续加码。</p><p>从今年以来的政策层面的一系列动作看来，在线教育行业的整顿和规范化发展，将是今年教育培训行业一个不容忽视的主旋律。这其中两个方面趋势值得关注，一是在资本的大力加持下的教育培训广告泛滥的现象，二是为了预防跑路等乱象而加强预收费资金管理的问题。此外，一些钻政策空子，抱有侥幸心态的教育公司，将会失去生存和发展的空间，合规的头部公司将会更有实力应对各类风险。</p><p>可以说，在线教育行业野蛮生长的时代或将终结。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{"CLEU":"华夏博雅","TAL":"好未来","EEIQ":"Elite Education Group International Ltd","DAO":"有道","GSX":"Tradr 2X Long GS Daily 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src=\"https://static.tigerbbs.com/123836cbe2c350b84a51e19b69537001\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，<a href=\"https://laohu8.com/S/CLEU\">华夏博雅</a>涨超50%，盘中一度触发熔断。<a href=\"https://laohu8.com/S/WAFU\">华富教育</a>暴涨186%，盘中一度触发熔断。</p><p>消息面上，教育部发布《高等学校数字校园建设规范(试行)》，旨在推进教育信息化2.0行动计划，发展“互联网+教育”。</p><p>此外，近日，在线教育专业委员会的成立，发布《促进在线教育行业健康发展倡议书》，从5个方面倡导在线教育行业企业加强自律、规范发展。此外，委员会还提出了今年的八项重点工作。</p><p>在线教育专业委员会的成立，是网信办对于在线教育的监管做出的进一步努力，也意味着政策层面对在线教育的规范发展关注在持续加码。</p><p>从今年以来的政策层面的一系列动作看来，在线教育行业的整顿和规范化发展，将是今年教育培训行业一个不容忽视的主旋律。这其中两个方面趋势值得关注，一是在资本的大力加持下的教育培训广告泛滥的现象，二是为了预防跑路等乱象而加强预收费资金管理的问题。此外，一些钻政策空子，抱有侥幸心态的教育公司，将会失去生存和发展的空间，合规的头部公司将会更有实力应对各类风险。</p><p>可以说，在线教育行业野蛮生长的时代或将终结。</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\" 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.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教育股分化：跟谁学大跌25%，一留学概念股暴涨\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\">2021-03-26 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五盘中，部分中概教育股大幅下跌，截至发稿，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌超25%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近20%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌15%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌7%。</p><p><img src=\"https://static.tigerbbs.com/0b4a402349e3fd647067e642578e284c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，部分教育及培训服务中概股大涨。留学和留学后服务公司<a href=\"https://laohu8.com/S/EEIQ\">Elite Education&nbsp;Group&nbsp;International</a>盘中再次触发熔断，此前涨665%。Elite Education&nbsp;Group&nbsp;International主要通过在美国俄亥俄州注册的全资子公司Quest Holding International LLC(QHI)为中国学生提供在美留学和留学后服务。QHI成立于2012年，总部位于美国俄亥俄州米德尔敦市，于2017年被EEI收购。</p><p><img src=\"https://static.tigerbbs.com/123836cbe2c350b84a51e19b69537001\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>同时，<a href=\"https://laohu8.com/S/CLEU\">华夏博雅</a>涨超50%，盘中一度触发熔断。<a href=\"https://laohu8.com/S/WAFU\">华富教育</a>暴涨186%，盘中一度触发熔断。</p><p>消息面上，教育部发布《高等学校数字校园建设规范(试行)》，旨在推进教育信息化2.0行动计划，发展“互联网+教育”。</p><p>此外，近日，在线教育专业委员会的成立，发布《促进在线教育行业健康发展倡议书》，从5个方面倡导在线教育行业企业加强自律、规范发展。此外，委员会还提出了今年的八项重点工作。</p><p>在线教育专业委员会的成立，是网信办对于在线教育的监管做出的进一步努力，也意味着政策层面对在线教育的规范发展关注在持续加码。</p><p>从今年以来的政策层面的一系列动作看来，在线教育行业的整顿和规范化发展，将是今年教育培训行业一个不容忽视的主旋律。这其中两个方面趋势值得关注，一是在资本的大力加持下的教育培训广告泛滥的现象，二是为了预防跑路等乱象而加强预收费资金管理的问题。此外，一些钻政策空子，抱有侥幸心态的教育公司，将会失去生存和发展的空间，合规的头部公司将会更有实力应对各类风险。</p><p>可以说，在线教育行业野蛮生长的时代或将终结。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{"CLEU":"华夏博雅","TAL":"好未来","EEIQ":"Elite Education Group International Ltd","DAO":"有道","GSX":"Tradr 2X Long GS Daily ETF","WAFU":"华富教育","EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122547204","content_text":"周五盘中，部分中概教育股大幅下跌，截至发稿，跟谁学跌超25%，新东方跌近20%，好未来跌15%，网易有道跌7%。同时，部分教育及培训服务中概股大涨。留学和留学后服务公司Elite Education Group International盘中再次触发熔断，此前涨665%。Elite Education Group International主要通过在美国俄亥俄州注册的全资子公司Quest Holding International LLC(QHI)为中国学生提供在美留学和留学后服务。QHI成立于2012年，总部位于美国俄亥俄州米德尔敦市，于2017年被EEI收购。同时，华夏博雅涨超50%，盘中一度触发熔断。华富教育暴涨186%，盘中一度触发熔断。消息面上，教育部发布《高等学校数字校园建设规范(试行)》，旨在推进教育信息化2.0行动计划，发展“互联网+教育”。此外，近日，在线教育专业委员会的成立，发布《促进在线教育行业健康发展倡议书》，从5个方面倡导在线教育行业企业加强自律、规范发展。此外，委员会还提出了今年的八项重点工作。在线教育专业委员会的成立，是网信办对于在线教育的监管做出的进一步努力，也意味着政策层面对在线教育的规范发展关注在持续加码。从今年以来的政策层面的一系列动作看来，在线教育行业的整顿和规范化发展，将是今年教育培训行业一个不容忽视的主旋律。这其中两个方面趋势值得关注，一是在资本的大力加持下的教育培训广告泛滥的现象，二是为了预防跑路等乱象而加强预收费资金管理的问题。此外，一些钻政策空子，抱有侥幸心态的教育公司，将会失去生存和发展的空间，合规的头部公司将会更有实力应对各类风险。可以说，在线教育行业野蛮生长的时代或将终结。","news_type":1,"symbols_score_info":{"DAO":0.9,"EEIQ":0.9,"EDU":0.9,"TAL":0.9,"GSX":0.9,"CLEU":0.9,"WAFU":0.9}},"isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356957826,"gmtCreate":1616751288465,"gmtModify":1616752271491,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"回本就撤","listText":"回本就撤","text":"回本就撤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356957826","repostId":"1129203407","repostType":4,"repost":{"id":"1129203407","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":1616749012,"share":"https://www.laohu8.com/m/news/1129203407?lang=zh_CN&edition=full","pubTime":"2021-03-26 16:56","market":"us","language":"zh","title":"盘前异动：中概股全线反弹，流利说暴涨近60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129203407","media":"老虎资讯综合","summary":"美股三大指数期货在盘前交易时段集体上涨。","content":"<p>3月26日（周五），美股三大指数期货在盘前交易时段集体上涨。市场将重点关注美国核心PCE物价指数月率、美国三月密歇根大学消费者信心指数等一系列经济数据。</p><p><img src=\"https://static.tigerbbs.com/74ca5017113329b7a4255c0321c416f8\" tg-width=\"705\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>盘前大涨超15%。<b>财报显示，老虎证券在第四季度实现营收4724万美元，同比大增136.5%，已连续五个季度实现同比翻倍；Non-GAAP净利润同比大增2873.4%，达1026万美元，即增长近29倍。2020全年，总营收达1.4亿美元，同比大增136.1%；Non-GAAP净利润为2227万美元。</b></p><p><img src=\"https://static.tigerbbs.com/4a0348f533cc0d93847f65157aa9db48\" tg-width=\"800\" tg-height=\"497\"></p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘前涨幅收窄至不到1%。据媒体报道称，蔚来汽车将临时停产5个工作日，因半导体短缺，且公司下调第一季第交付预期至约1.95万辆。</p><p>中概股盘前多数上扬，<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>涨超6%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨超7%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超6%，<a href=\"https://laohu8.com/S/LAIX\">流利说</a>盘前直线拉升，涨近60%。</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨1.29%。B站今日港股暗盘破发，开盘跌超5%，其IPO发行价808港元/股。</p><p><a href=\"https://laohu8.com/S/ROOT\">汽车保险公司Root</a>盘前涨近8%，香橼看高该股股价至27美元。</p><p>特殊目的收购公司$<a href=\"https://laohu8.com/S/PSACU\">Property Solutions Acquisition</a>(PSAC)$盘前涨超5%，法拉第未来获近1亿美元债权融资。</p><p><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>盘前涨近7%，周四该股大涨逾52%。</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>盘前异动：中概股全线反弹，流利说暴涨近60%</title>\n<style 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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盘前异动：中概股全线反弹，流利说暴涨近60%\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\">2021-03-26 16:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月26日（周五），美股三大指数期货在盘前交易时段集体上涨。市场将重点关注美国核心PCE物价指数月率、美国三月密歇根大学消费者信心指数等一系列经济数据。</p><p><img src=\"https://static.tigerbbs.com/74ca5017113329b7a4255c0321c416f8\" tg-width=\"705\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>盘前大涨超15%。<b>财报显示，老虎证券在第四季度实现营收4724万美元，同比大增136.5%，已连续五个季度实现同比翻倍；Non-GAAP净利润同比大增2873.4%，达1026万美元，即增长近29倍。2020全年，总营收达1.4亿美元，同比大增136.1%；Non-GAAP净利润为2227万美元。</b></p><p><img src=\"https://static.tigerbbs.com/4a0348f533cc0d93847f65157aa9db48\" tg-width=\"800\" tg-height=\"497\"></p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘前涨幅收窄至不到1%。据媒体报道称，蔚来汽车将临时停产5个工作日，因半导体短缺，且公司下调第一季第交付预期至约1.95万辆。</p><p>中概股盘前多数上扬，<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>涨超6%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨超7%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超6%，<a href=\"https://laohu8.com/S/LAIX\">流利说</a>盘前直线拉升，涨近60%。</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨1.29%。B站今日港股暗盘破发，开盘跌超5%，其IPO发行价808港元/股。</p><p><a href=\"https://laohu8.com/S/ROOT\">汽车保险公司Root</a>盘前涨近8%，香橼看高该股股价至27美元。</p><p>特殊目的收购公司$<a href=\"https://laohu8.com/S/PSACU\">Property Solutions Acquisition</a>(PSAC)$盘前涨超5%，法拉第未来获近1亿美元债权融资。</p><p><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>盘前涨近7%，周四该股大涨逾52%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129203407","content_text":"3月26日（周五），美股三大指数期货在盘前交易时段集体上涨。市场将重点关注美国核心PCE物价指数月率、美国三月密歇根大学消费者信心指数等一系列经济数据。老虎证券盘前大涨超15%。财报显示，老虎证券在第四季度实现营收4724万美元，同比大增136.5%，已连续五个季度实现同比翻倍；Non-GAAP净利润同比大增2873.4%，达1026万美元，即增长近29倍。2020全年，总营收达1.4亿美元，同比大增136.1%；Non-GAAP净利润为2227万美元。蔚来盘前涨幅收窄至不到1%。据媒体报道称，蔚来汽车将临时停产5个工作日，因半导体短缺，且公司下调第一季第交付预期至约1.95万辆。中概股盘前多数上扬，雾芯科技涨超6%，唯品会涨超7%，百度涨超6%，流利说盘前直线拉升，涨近60%。哔哩哔哩盘前涨1.29%。B站今日港股暗盘破发，开盘跌超5%，其IPO发行价808港元/股。汽车保险公司Root盘前涨近8%，香橼看高该股股价至27美元。特殊目的收购公司$Property Solutions 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</p>\n<p>　　高盛给予Coinbase的目标价为每股306美元，较该股当前价格高约36%。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>高盛也看好的比特币概念股 到底有什么特别？</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高盛也看好的比特币概念股 到底有什么特别？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 04:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://usstock.jrj.com.cn/2021/05/25043232813585.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 \n　　分析师Will Nance周一对这家加密货币交易所评级为买入，并在给客户的一份报告中表示，Coinbase是投资者获得加密货币生态系统敞口的最佳方式。 \n　　Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。该股在首日交易中上涨至400美元以上，但上周五收于224...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/05/25043232813585.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"GS":"高盛","EBON":"亿邦国际","CAN":"嘉楠科技"},"source_url":"http://usstock.jrj.com.cn/2021/05/25043232813585.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138159082","content_text":"高盛表示，投资者应该通过购买Coinbase的股票来对冲加密领域的波动。 \n　　分析师Will Nance周一对这家加密货币交易所评级为买入，并在给客户的一份报告中表示，Coinbase是投资者获得加密货币生态系统敞口的最佳方式。 \n　　Coinbase在4月14日通过直接上市的方式上市，在经历了最初的暴涨之后，其股价一直在下降趋势中挣扎。该股在首日交易中上涨至400美元以上，但上周五收于224美元附近。 \n　　高盛在报告中称，尽管该行认为，目前Coinbase的核心业务具有诱人的增长前景，有可能推动该公司实现高水平的盈利，但高盛认为，从长期来看，该公司在推动实现更稳定和经常性的收入流，以补充核心交易业务的措施方面依然存在较大空白。 \n　　在过去两周，加密货币市场又出现了一次大幅回调，比特币一度从历史纪录下跌了50%以上。不过，高盛表示，波动性并不是Coinbase的负面因素。 \n　　高盛在报告中称，投资者过于关注价格的影响，而较少关注波动性的影响，高盛认为波动性是Coinbase股价近期更大的推动因素。 \n　　高盛给予Coinbase的目标价为每股306美元，较该股当前价格高约36%。","news_type":1,"symbols_score_info":{"BTCmain":1,"GS":1,"XBTmain":1,"EBON":1,"CAN":1}},"isVote":1,"tweetType":1,"viewCount":4469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131788245,"gmtCreate":1621896739387,"gmtModify":1621896739387,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"还能好吗？","listText":"还能好吗？","text":"还能好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131788245","repostId":"2138151769","repostType":2,"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377711874,"gmtCreate":1619565358098,"gmtModify":1619565358098,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"打了不一定中，中了不一定涨，费用必须得出，完美","listText":"打了不一定中，中了不一定涨，费用必须得出，完美","text":"打了不一定中，中了不一定涨，费用必须得出，完美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377711874","repostId":"2130373700","repostType":2,"repost":{"id":"2130373700","kind":"news","pubTimestamp":1619562753,"share":"https://www.laohu8.com/m/news/2130373700?lang=zh_CN&edition=full","pubTime":"2021-04-28 06:32","market":"hk","language":"zh","title":"兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2130373700","media":"格隆汇","summary":"根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。","content":"<html><body><p>格隆汇 4 月 28日丨<span><a href=\"https://laohu8.com/S/06622\">兆科眼科-B</a>(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；<a href=\"https://laohu8.com/S/GS\">高盛</a>及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。</span></p><p>根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售项下初步可供认购的股份总数的约5.3倍以上。根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。</p><p>按发售价每股股份16.80港元，以及根据与基石投资者订立的基石投资协议，基石投资者已认购2546.1万股发售股份，相当于公司紧随全球发售完成后已发行股份总数约4.76%及全球发售项下发售股份数目的约20.60%，在各情况下均假设超额配股权未获行使。</p><p>根据发售价每股股份16.80港元，公司自全球发售收取的所得款项净额估计约为19.416亿港元。公司拟将该等所得款项净额约32.0%用于核心产品的临床开发及商业化；约46.0%为集团的其他在研候选药物的持续研发活动及商业化提供资金；约7.0%为位于南沙的生产设施进行生产线扩张，以筹备未来年度的产品上市；约5.0%为集团的业务开发活动及在研药物的扩展提供资金；及10.0%用于营运资金及其他一般企业用途。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。</p></body></html>","source":"stock_gelonghui","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>兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股</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兆科眼科-B(06622.HK)香港公开发售获56倍认购 上限定价16.8港元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 06:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=517116><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇 4 月 28日丨兆科眼科-B(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；高盛及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=517116\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"06622":"兆科眼科-B"},"source_url":"https://www.gelonghui.com/news/detail.html?id=517116","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130373700","content_text":"格隆汇 4 月 28日丨兆科眼科-B(06622.HK)发布公告，公司全球发售约1.236亿股股份，其中香港发售股份4942.7万股，国际发售股份7414.05万股，另有15%超额配股权；发售价厘定为每股股份16.80港元，每手买卖单位500股；高盛及Jefferies为联席保荐人，预期股份将于2021年4月29日于联交所主板挂牌上市。根据国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售项下初步可供认购的股份总数的约5.3倍以上。根据香港公开发售提呈发售的发售股份接获大量超额认购。已合共接获111,183份有效申请，认购合共6.99亿股香港发售股份，相当于香港公开发售项下初步可供认购股份总数的约56倍。按发售价每股股份16.80港元，以及根据与基石投资者订立的基石投资协议，基石投资者已认购2546.1万股发售股份，相当于公司紧随全球发售完成后已发行股份总数约4.76%及全球发售项下发售股份数目的约20.60%，在各情况下均假设超额配股权未获行使。根据发售价每股股份16.80港元，公司自全球发售收取的所得款项净额估计约为19.416亿港元。公司拟将该等所得款项净额约32.0%用于核心产品的临床开发及商业化；约46.0%为集团的其他在研候选药物的持续研发活动及商业化提供资金；约7.0%为位于南沙的生产设施进行生产线扩张，以筹备未来年度的产品上市；约5.0%为集团的业务开发活动及在研药物的扩展提供资金；及10.0%用于营运资金及其他一般企业用途。倘超额配股权获悉数行使，按发售价每股股份16.80港元计算，公司将就将予配发及发行的1853.5万股额外股份收取额外所得款项净额约2.974亿港元。","news_type":1,"symbols_score_info":{"06622":1}},"isVote":1,"tweetType":1,"viewCount":5816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377737016,"gmtCreate":1619565149235,"gmtModify":1619565149235,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"干","listText":"干","text":"干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377737016","repostId":"1168264798","repostType":4,"repost":{"id":"1168264798","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":1619564746,"share":"https://www.laohu8.com/m/news/1168264798?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:05","market":"us","language":"zh","title":"谷歌财报大超预期，盘后股价大涨5%创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1168264798","media":"老虎资讯综合","summary":"谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元","content":"<p>谷歌母公司Alphabet&nbsp;4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。<img src=\"https://static.tigerbbs.com/1cf14e52744d9520c6eea9cf5fd08aa1\" tg-width=\"1484\" tg-height=\"974\" referrerpolicy=\"no-referrer\"><b>|&nbsp;第一季度营收同比大涨34%，每股收益大涨82%创历史最高</b></p><p>财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。</p><p>一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。</p><p>第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。<img src=\"https://static.tigerbbs.com/04c18e5c94d3b6d4047c6f7b1f4540eb\" tg-width=\"1602\" tg-height=\"670\" referrerpolicy=\"no-referrer\">当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。</p><p>TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。</p><p><b>|&nbsp;广告收入同比增超32%，谷歌云同比大涨46%</b></p><p>按照业务分类来看：</p><p>一季度，谷歌服务总收入到达511.78亿美元；</p><p>（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）</p><p>其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。</p><p>此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。</p><p>其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。<img src=\"https://static.tigerbbs.com/9ed7cd2419e150521d3b20d080a0ba44\" tg-width=\"1614\" tg-height=\"742\" referrerpolicy=\"no-referrer\">公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。</p><p>首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。</p><p>谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。<img src=\"https://static.tigerbbs.com/a394bcb5fb666d7c607c0f6a0a3fe404\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。</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>谷歌财报大超预期，盘后股价大涨5%创历史新高</title>\n<style 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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谷歌财报大超预期，盘后股价大涨5%创历史新高\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\">2021-04-28 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>谷歌母公司Alphabet&nbsp;4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。<img src=\"https://static.tigerbbs.com/1cf14e52744d9520c6eea9cf5fd08aa1\" tg-width=\"1484\" tg-height=\"974\" referrerpolicy=\"no-referrer\"><b>|&nbsp;第一季度营收同比大涨34%，每股收益大涨82%创历史最高</b></p><p>财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。</p><p>一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。</p><p>第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。<img src=\"https://static.tigerbbs.com/04c18e5c94d3b6d4047c6f7b1f4540eb\" tg-width=\"1602\" tg-height=\"670\" referrerpolicy=\"no-referrer\">当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。</p><p>TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。</p><p><b>|&nbsp;广告收入同比增超32%，谷歌云同比大涨46%</b></p><p>按照业务分类来看：</p><p>一季度，谷歌服务总收入到达511.78亿美元；</p><p>（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）</p><p>其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。</p><p>此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。</p><p>其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。<img src=\"https://static.tigerbbs.com/9ed7cd2419e150521d3b20d080a0ba44\" tg-width=\"1614\" tg-height=\"742\" referrerpolicy=\"no-referrer\">公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。</p><p>首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。</p><p>谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。<img src=\"https://static.tigerbbs.com/a394bcb5fb666d7c607c0f6a0a3fe404\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69bda624dad1064625bad9c30f3beafa","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168264798","content_text":"谷歌母公司Alphabet 4月27日盘后发布2021年第一季度财报，得益于广告行业复苏，及云业务保持46%的强劲增长，公司季度营收和盈利均超预期，EPS创历史最高，盘后股价大涨5%，冲破2400美元创新高。同时公司宣布，董事会批准一项500亿美元C类股回购计划。| 第一季度营收同比大涨34%，每股收益大涨82%创历史最高财报显示，今年一季度谷歌母公司Alphabet总营收553.14亿美元，超过市场预期的516亿美元，同比增长34.2%。去年因疫情影响广告业务，二季度公司营收曾出现历史首次下滑。一季度Alphabet运营利润为164.37亿美元，同比翻倍，环比增5%，也高于预期的120亿美元。运营利润率从上一季度的28%进一步增至30%，远超市场预期的22.4%。第一季度净利润为179.3亿美元，去年同期为68.36亿美元；每股摊薄收益为创纪录的26.29美元，同比大涨近82%，远超市场预期的15.64美元。当季的流量获取成本（TAC）为97.12亿美元，高于市场预期的92.5亿美元，但低于去年四季度的104.7亿美元。TAC在广告营收中占比21.7%，小于去年同期的22.1%和去年四季度的22.7%。TAC是谷歌支付给合作伙伴的流量获取成本，扣除对利润产生影响的流量获取成本（TAC）后，Alphabet一季度营收为456亿美元，高于市场预期的区间上限425.4亿美元，同比增超35%。| 广告收入同比增超32%，谷歌云同比大涨46%按照业务分类来看：一季度，谷歌服务总收入到达511.78亿美元；（注：谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台）其中，谷歌整体广告收入为446.84亿美元，同比增超32%，去年四季度为461.99亿美元或同比增近22%。一季度核心搜索等服务的收入为318.79亿美元，同比增30%，去年四季度为319亿美元。来自YouTube的广告收入为60.05亿美元，同比增近49%，高于市场预期的57亿美元，但低于去年四季度为68.85亿美元。此外，谷歌云第一季度总收入为40.47亿美元，同比增长近46%，基本符合市场预期的40.7亿美元。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）。谷歌云或连续四年保持40%以上的高速增长，有统计称，2020年底，谷歌云大约占全球云市场的9%，稳居世界第三。其他创新业务（Other Bets）一季度收入1.98亿美元，高于预期的1.62亿美元，同比大增47%。创新业务定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。公司首席执行官Sundar Pichai表示，过去一年，被迫居家的人们转向谷歌搜索和许多在线服务来了解外界、连接彼此和进行娱乐活动，谷歌云服务正在帮助大小企业加速数字化转型。首席财务官Ruth Porat称，季度总营收反映了在线消费者活动的增加和来自广告客户收入的广泛增长。谷歌云当季收入40亿美元，疫情形势凸显了云业务的巨大发展潜力。谷歌股价今年以来累涨近31%，即便在科技股回调阶段仍表现非常强势，过去一个月便涨了14%。摩根士丹利去年末表示，谷歌被严重低估，随着YouTube、云计算和自动驾驶汽车业务的发力，股价有望再涨近50%，公司市值能上2万亿美元。其中，Youtube成为疫情最大\"赢家\"，谷歌旗下的自动驾驶公司Waymo价值约为1050亿美元，未来四年中，谷歌云业务估值有望快速增至3300亿美元，四年后，谷歌云计算的营收将达到350亿美元，税费前净利润将达到大约130亿美元。","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":4385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371531398,"gmtCreate":1618959787714,"gmtModify":1618959787714,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"熊🐻来了？","listText":"熊🐻来了？","text":"熊🐻来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371531398","repostId":"2128664817","repostType":4,"repost":{"id":"2128664817","kind":"news","pubTimestamp":1618909823,"share":"https://www.laohu8.com/m/news/2128664817?lang=zh_CN&edition=full","pubTime":"2021-04-20 17:10","market":"us","language":"zh","title":"美债利率为何回落？","url":"https://stock-news.laohu8.com/highlight/detail?id=2128664817","media":"雪涛宏观笔记 ","summary":"海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的","content":"<p>海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小</p><p>4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月15日最低跌至1.53%，创去年11月以来最大盘中跌幅。</p><p><b>对于美债利率的下行，我们并不感到意外。</b>第一，2月美债利率快速上行存在CTA趋势交易、MBS“凸性对冲”、SLR豁免到期迫使商业银行降低国债头寸等交易性因素的助推，<b>3月末这些短期交易性利空因素已经基本落定。</b>第二，美国财政部TGA账户余额从3月初的1.4万亿美元缩减至4月初的9550亿美元，向市场投放了大量流动性，<b>缓解了财政刺激下的美债供给压力率。</b>第三，4月日本进入新财年，日本投资者开始大量购买海外固定收益资产，<b>从之前卖出美债转为买入，拉低美债利率。</b></p><table><tbody><tr><td><p>图4：美国财政部TGA账户余额大幅下降（单位：亿美元）</p></td></tr><tr><td><p><img src=\"https://static.tigerbbs.com/24d6812facdb15e3bf1c15fb98a6eeff\" tg-width=\"925\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p></td></tr><tr><td><p>资料来源：WIND，天风证券研究所</p></td></tr></tbody></table><p>美债空头明显减弱，美债期货非商品空头持仓头寸从3月2日至4月13日下降了37%。美债10年-2年的期限价差与上期基本持平，处在53%分位的中性位置。我们预计受空头交易回补和配置资金上升的影响，美债利率短期回落至1.5%左右，<b>但不改中期继续上升的趋势。</b>随着复苏斜率明显走强，未来实际利率还有一定上升空间。通胀预期继续在高位震荡，未来上升的空间较小。<b>维持本轮名义利率高点在1.9%-2.1%左右的结论。</b></p><p><b>美股估值水平基本与前期持平，目前美股整体估值处于历史高位。</b>标普500和道琼斯的风险溢价继续处于过去十年的10%分位以下（分别低于中位数1.28和1.21个标准差），纳斯达克的风险溢价也处在21%分位的较低位置。美元的流动性溢价进一步下降至18%分位左右，流动性环境宽松。美债利率下跌，一定程度上释放了对成长板块的估值压力，价值股的比较优势逐渐走弱。</p>","source":"xthgbj","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>美债利率为何回落？</title>\n<style 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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美债利率为何回落？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 17:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3628441><strong>雪涛宏观笔记 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3628441\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c685480ed37cb27252b8611b704480cc","relate_stocks":{"GOVT":"iShares安硕核心美国国债ETF","TLT":"20+年以上美国国债ETF-iShares","IEF":"债券指数ETF-iShares Barclays 7-10年","IEI":"iShares Barclays 3-7 Year Trea","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BND":"债券指数ETF-Vanguard美国"},"source_url":"https://wallstreetcn.com/articles/3628441","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128664817","content_text":"海外：美债利率下行并不意外，价值股估值提升的空间进一步缩小4月第3周，美国公布初次申领失业金人数创下疫情以来的新低，密歇根大学的消费者信心指数回升至去年3月疫情爆发前的水平。从数据来看，美国经济恢复的速度较快，但是目前美债实际利率重新回到3月初水平（-0.77%），回升速度放缓，美债名义利率经历了快速上行后已经在1.6-1.7%区间震荡了一个月左右。4月第3周，美债10Y利率降至1.59%，4月15日最低跌至1.53%，创去年11月以来最大盘中跌幅。对于美债利率的下行，我们并不感到意外。第一，2月美债利率快速上行存在CTA趋势交易、MBS“凸性对冲”、SLR豁免到期迫使商业银行降低国债头寸等交易性因素的助推，3月末这些短期交易性利空因素已经基本落定。第二，美国财政部TGA账户余额从3月初的1.4万亿美元缩减至4月初的9550亿美元，向市场投放了大量流动性，缓解了财政刺激下的美债供给压力率。第三，4月日本进入新财年，日本投资者开始大量购买海外固定收益资产，从之前卖出美债转为买入，拉低美债利率。图4：美国财政部TGA账户余额大幅下降（单位：亿美元）资料来源：WIND，天风证券研究所美债空头明显减弱，美债期货非商品空头持仓头寸从3月2日至4月13日下降了37%。美债10年-2年的期限价差与上期基本持平，处在53%分位的中性位置。我们预计受空头交易回补和配置资金上升的影响，美债利率短期回落至1.5%左右，但不改中期继续上升的趋势。随着复苏斜率明显走强，未来实际利率还有一定上升空间。通胀预期继续在高位震荡，未来上升的空间较小。维持本轮名义利率高点在1.9%-2.1%左右的结论。美股估值水平基本与前期持平，目前美股整体估值处于历史高位。标普500和道琼斯的风险溢价继续处于过去十年的10%分位以下（分别低于中位数1.28和1.21个标准差），纳斯达克的风险溢价也处在21%分位的较低位置。美元的流动性溢价进一步下降至18%分位左右，流动性环境宽松。美债利率下跌，一定程度上释放了对成长板块的估值压力，价值股的比较优势逐渐走弱。","news_type":1,"symbols_score_info":{"ZFmain":0.9,"ZTmain":0.9,"TLT":0.9,"IEF":0.9,"BND":0.9,"GOVT":0.9,"ZBmain":0.9,"TNmain":0.9,"UBmain":0.9,"SHY":0.9,"IEI":0.9,"ZNmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340292435,"gmtCreate":1617414692427,"gmtModify":1617414692427,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"小白如何逆袭？望指点","listText":"小白如何逆袭？望指点","text":"小白如何逆袭？望指点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340292435","isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340096913,"gmtCreate":1617320691232,"gmtModify":1617320691232,"author":{"id":"3578612275669733","authorId":"3578612275669733","name":"MartinDong","avatar":"https://static.tigerbbs.com/b8c13063dcef5989116536785d8207f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612275669733","authorIdStr":"3578612275669733"},"themes":[],"htmlText":"追高都可以","listText":"追高都可以","text":"追高都可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340096913","repostId":"2124735690","repostType":4,"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}