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2021-05-24

$维珍银河(SPCE)$为什么跌

2021-05-18

$台积电(TSM)$今天是涨是跌？

2021-12-19

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2021-05-12

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2021-05-13

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2021-04-23

$台积电(TSM)$看好你

2021-12-20

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2021-05-12

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资产泡沫+低利率=美国新滞胀！

2021-04-29

相信他触底反弹

eBay盘前跌近8%，第二季度净利润预测低于预期

2021-05-05

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16:57","market":"hk","language":"zh","title":"2021年大厂投资成绩PK：腾讯赔了364亿?","url":"https://stock-news.laohu8.com/highlight/detail?id=2191911286","media":"一刻商业","summary":"赚了也好，亏了也罢，互联网大厂似乎并不在意短期得失。","content":"<p><b>三季度财报季，互联网大厂业绩一片惨淡，其中，不少互联网巨头的投资迎来梦醒时分，总体业绩也跟着投资盈亏浮动。</b></p>\n<p>今年以来，随着反垄断、互联互通等互联网政策的发酵，大厂依旧层层加码，将投资视为拓展业务的重要抓手。</p>\n<p>大厂投资热度不减，以<a href=\"https://laohu8.com/S/00700\">腾讯</a>投资和字节跳动为例，投资项目数量和投资金额都达到了多年以来的峰值。</p>\n<p>据企查查数据显示，2021年截至12月10日，腾讯投资事件有252起，小米投资事件68起，字节跳动61起，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>43起，<a href=\"https://laohu8.com/S/BIDU\">百度</a>41起，<a href=\"https://laohu8.com/S/JD\">京东</a>16起，美团15起。</p>\n<p>然而四处投资布局的大厂，纷纷搁浅在了沙滩上。</p>\n<p><img src=\"https://static.tigerbbs.com/bde709b043ef420a7c188893e933a81f\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>翻开大厂目前晒出的第三季度“成绩单”可以看到，阿里巴巴三季度调整后净利润同比下降39%，距离市场预期332亿差了一大截。而腾讯出炉的单季归母净利润（非国际准则）也出现了近年来的罕见下降。</p>\n<p>不同于前两家大厂的净利润下降，已经公布财报的京东和B站却直接进入了“亏损模式”，百度更是已经连续两个季度都处于“亏损状态”。</p>\n<p>事实上，不少大厂“成绩单”拉胯，但自身业绩增长是超过市场预期的，奈何却在投资上亏损拖累了盈利表现。例如百度今年因为对外投资亏损189亿，最终导致总体亏损了166亿。</p>\n<p><b>几家欢喜几家愁，今年也有通过投资赚到钱的企业，</b>例如今年只发起了2起投资事件的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>却通过投资赚了6.3亿。</p>\n<p>无论是亏是赚，大厂投资的步伐并不会停下来，因为除了财务回报，更重要的是业务布局和产业协同。</p>\n<p><img src=\"https://static.tigerbbs.com/741fa823b2bb43c05bf282eba9b43c3d\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>例如字节跳动今年在投资方面，不仅踏入阿里的核心地带分走一杯羹，又加码MOBA重度游戏与腾讯展开了正面硬刚，还押宝新消费风口、科技公司，四处寻找新增量。</p>\n<p><b>凛冬已至，今年互联网大厂的日子并不好过，它们也在等待已经投出去的钱能够开花结果，最终，哪些大厂能够真的吃到果实？</b></p>\n<h2>大厂投资，谁亏最多？</h2>\n<p><b>当投资业务成为互联网大厂集体的“拖油瓶”，谁投得多，就有亏得多的风险。&nbsp;</b></p>\n<p>投资“大户”腾讯，首当其冲，名列“投资亏损榜”Top1。</p>\n<p>据腾讯财报显示，今年第三季度，腾讯投资产生的公允价值下跌了364亿元，主要是腾讯投资的公司股价下跌造成的影响。</p>\n<p>另据CVSource投中数据显示，在腾讯众多投资项目中，今年上半年IPO的有13个，仅次于红杉与高瓴资本，其中包括<a href=\"https://laohu8.com/S/02618\">京东物流</a>、<a href=\"https://laohu8.com/S/YMM\">满帮</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、快手、<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>、<a href=\"https://laohu8.com/S/02158\">医渡科技</a>、<a href=\"https://laohu8.com/S/RAAS\">容联云</a>、<a href=\"https://laohu8.com/S/WDH\">水滴</a>等。</p>\n<p>毫无悬念，腾讯所投公司在净利润亏损方面几乎无一幸免，就第三季度来说，京东物流亏损超7亿、满帮亏损1.8亿、每日优鲜亏损9.74亿、容联云亏损1.12亿、水滴亏损4.77亿，就连涂鸦<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>也亏损了3120万美元。</p>\n<p>而游戏作为腾讯最大的投资领域，受监管趋严、版号暂停的影响，游戏带来的增长也并不乐观。根据游戏星图统计，今年前三季度腾讯一共投资92家游戏公司，此前腾讯曾在自家投资业务官网上披露，其在海外投资的游戏领域中，被投的公司中不乏像拳头、暴雪、SuperCell这样全球知名的游戏公司。</p>\n<p><img src=\"https://static.tigerbbs.com/22b29481c2a94e65d5bb9c2e81b3056b\" tg-width=\"788\" tg-height=\"513\" referrerpolicy=\"no-referrer\"></p>\n<p>图/腾讯官网</p>\n<p>纵观腾讯的投资版图，游戏、文娱占比最大，企业服务和医疗健康次之。</p>\n<p><b>同样的，投资业务也是套住互联网大厂集体的“连环锁”，牵一发而动全局。腾讯投资了京东、拼多多、B站、快手和美团等一众互联网公司，它们可以说是各个赛道的明星公司，但是亏损状况也连累了腾讯投资的表现。</b></p>\n<p>百度三季度投资亏损了189亿，登上了“投资亏损榜”Top2。</p>\n<p>对于<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的投资一直在拖累百度。爱奇艺三季度净亏损17.34亿元，为百度的亏损又贡献了力量，而知乎三季度亏了2.7亿，更是连累了腾讯、百度等大厂。</p>\n<p>而百度巨额亏损除了投资爱奇艺、知乎带来的影响之外，最大因素在于投资了快手，快手股价的大幅下跌直接重伤了百度，这也已经不是快手股价变动第一次导致百度财报出现大幅亏损了。</p>\n<p>作为串联起“投资亏损榜”前两名大厂的关键企业——快手也是直接亏到了家。</p>\n<p>根据快手发布的Q3财报显示，快手经调整亏损额48亿，其中，按公允价值计量、“投资于上市和非上市实体”的亏损达到1.9亿。</p>\n<p><b>从上市以来，快手只在今年6月对人人视频发起了投资，而在上市前，快手在F轮领投知乎，知乎净亏损2.7亿元，比去年同期扩大145%，这也让本就颓势的快手更加雪上加霜。</b></p>\n<p>而与快手一同投资了<a href=\"https://laohu8.com/S/00302\">中手游</a>公司的B站，也在游戏股齐跌的受害者名录中。</p>\n<p>和腾讯游戏一样，受到未成年禁令、版权停发等利空消息影响，B站投资的中手游公司股价下跌6.90%，<a href=\"https://laohu8.com/S/02400\">心动公司</a>股价下跌达31.08%。 此外，B站还持有<a href=\"https://laohu8.com/S/01003\">欢喜传媒</a>约9.9%的股份，但欢喜传媒也出现了20.53%的股价下滑。</p>\n<p>受投资公司估值与市值不断调整影响，B站三季度营收虽同比增长61%，达到了52.1亿元，但投资亏损了7.24亿。</p>\n<p>环环相扣，B站的下滑也影响了持有其股票的公司。</p>\n<p>名列“投资亏损榜”Top3的阿里巴巴也亏损了115亿，根据其最新公布的13F持仓报告显示，其持有B站的股票市值为6.6亿美元。此外，阿里巴巴的投资中，触宝、陌陌、<a href=\"https://laohu8.com/S/WB\">微博</a>几家企业也都出现了不同程度的股价下滑，其中触宝大跌40.78%、陌陌大跌24.59%。</p>\n<p><img src=\"https://static.tigerbbs.com/b457ba6cbfa61a29e903639887e5acf2\" tg-width=\"1080\" tg-height=\"710\" referrerpolicy=\"no-referrer\"></p>\n<p><b>值得注意的是，阿里在9月份彻底清仓了<a href=\"https://laohu8.com/S/300413\">芒果超媒</a>，持股10个月，阿里在这里就直接亏损了20多亿。</b></p>\n<p>而在投资阵营中紧随其后的京东、美团和小米，也在亏损的泥潭里不能自拔。</p>\n<p>京东净亏损28亿，今年以来参与了对<a href=\"https://laohu8.com/S/RERE\">万物新生</a>（爱回收）、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、知乎等上市企业的投资，但遗憾的是，三季度上述投资企业股价的持续走低，唯品会三季度更是大跌了51.68%，都为京东带来巨额亏损，而对于8亿美元、持股了51%的<a href=\"https://laohu8.com/S/DADA\">达达集团</a>的战略融资来说，三季度18.9亿的亏损直接让京东投资惨淡收场。</p>\n<p>此外，美团净亏损99.9亿，其中投资亏损了1.18亿。而小米的投资也亏损了19亿，但值得注意的是，今年7月，小米完成收购Zimi余下50.09%股权，总代价约14.61亿元，小米在战略长期投资上烧钱也无可厚非。</p>\n<p><b>回过头来看，三季度大厂投资的亏损基本都是浮亏（公允价值变动），只是短期数值，从长期投资来看，每个大厂都有基于自身当家业务战略的考量。</b></p>\n<h2>大厂投资，谁赚钱了？</h2>\n<p>投资亏损的大厂浩浩荡荡，而在投资中赚钱的却寥寥无几。</p>\n<p><b>令人惊讶的是，此刻能在投资浪潮中全身而退甚至捞到钱的，却是靠“烧钱换流量”的拼多多。</b></p>\n<p>根据拼多多（PDD.NASDAQ）发布2021年三季度财报。财报显示，第三季度拼多多实现营收215.06亿元，同比增加51%，不及市场预期的265亿元。美国通用会计准则下，经营利润为21.39亿元，归属于普通股股东的净利润为16.4亿元。</p>\n<p>展开拼多多的投资版图，投资方向基本固化在电商领域，拼好货、虫妈邻里团、<a href=\"https://laohu8.com/S/00493\">国美零售</a>、易达货栈、PChome &amp; KDS，<b>仅仅5个投资项目也许是拼多多能在此次大厂投资混战中捞到钱的关键，完美避开了关联亏损的“连环锁”。</b></p>\n<p><img src=\"https://static.tigerbbs.com/7ae7aa751dd6da42c8d66009cfb97cb6\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"></p>\n<p>图/一刻商业拍摄</p>\n<p>而在这些投资企业中，生鲜类自营平台拼好货是拼多多的前身，在2016年直接进行了投资合并发展，拼好货在拼多多的怀抱中肩负起农业板块的业务增长，根据此前财报显示，拼多多<a href=\"https://laohu8.com/S/000061\">农产品</a>GMV连续五年保持三位数增速，2020年农产品GMV超过2700亿元，总营收占比高达16%。</p>\n<p>今年8月，拼多多还启动了“百亿农研专项”农业科技项目，当时拼多多刚发布二季度财报，便许诺会将二季度及未来几个季度的利润全部投入该项目，直到填满100亿元的投资总额，由此来看，投资合并拼好货可以带来长期价值。</p>\n<p>同样为长期战略投资的虫妈邻里团和易达货栈，一个起于社区电商扎进社区拼团、一个立足物流领域投身智能快递柜赛道，都为拼多多构筑生态圈产生了更大效益。</p>\n<p>可是长期投资带来的利润增益，还要去填投资国美零售的坑。</p>\n<p>从国美零售半年报数据来看，国美零售实现营收260.4亿元，同比去年同期的190.75亿增长36.51%，但在净利润方面亏损了19.74亿，同比去年同期的亏损26.23亿增长了24.74%，虽然亏损有所缩小，但也直接影响了拼多多在投资上的成绩。</p>\n<p><b>整体算下来，默不作声的拼多多还是在投资上稳稳赚了6.3个亿。</b></p>\n<p>同样在投资上有所收获的，还有未上市的字节跳动，由于未上市不公开财报，字节跳动的投资情况就被蒙上了一层神秘的面纱，但瞄准热门赛道“无边界”投资是字节跳动的惯用伎俩。</p>\n<p><img src=\"https://static.tigerbbs.com/b99d1cae501a78a3eede6acad79dd8b1\" tg-width=\"1080\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p>图/字节跳动招聘官方微博</p>\n<p>游戏业务依旧是字节跳动最大的投资项。今年以来，字节跳动投资了9家游戏公司，其中还吞并了早有爆款加持的沐瞳科技和有爱互娱，而这两家公司已经是出海厂商收入榜TOP30的存在，带来的收益可想而知。</p>\n<p>此外，字节跳动也十分看重长期投资带来的价值，不仅投资了《战锤40K：雷霆远征》的雷霆瀚海、《仙境传说RO：新世代的诞生》的盖姆艾尔以及海外老牌射击游戏厂商 MADFINGER Games，还投资了研发VR游戏的梦途网络和《重启世界》的代码乾坤，都在为未来的战略谋划布局。</p>\n<p>除了游戏领域的投资之外，芯片、元宇宙、房产中介、新消费等领域字节跳动都做的有声有色。值得一提的是，字节跳动在今年连投跨境电商平台“斯达领科”，把触角伸向了电商，入侵阿里、京东、拼多多等电商老大哥的领域。</p>\n<p><b>从各个大厂的投资布局来看，通过投资赚钱并非主要目的，它们更加关注的是整体生态的构建。</b></p>\n<h2>大厂投资更看重战略意义</h2>\n<p><b>赚了也好，亏了也罢，互联网大厂似乎并不在意短期得失。</b></p>\n<p>在比对财报信息和协同业务关联上抽丝剥茧来看，大厂的投资逻辑有相似之处。</p>\n<p>游戏版块作为互联网大厂的必备投资项，腾讯和B站在游戏领域的布局也能窥见两者共性之处。</p>\n<p><img src=\"https://static.tigerbbs.com/0588bcf881e4e32f4ce74c73c7b8ff63\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>今年以来，两家大厂明显在游戏领域的步伐加快了，前三季度腾讯一共投资了92家游戏公司，B站也投资了超10家游戏公司。</p>\n<p>作为腾讯的重要增长点，投资游戏为腾讯进一步巩固了游戏厂商的地位。而作为驱动B站业绩增长的“四架马车”之一，游戏业务也为B站带来了不俗的营收，三季度游戏业务收入为14.0亿元，同比增长了9%。</p>\n<p><b>除了能够为腾讯、B站在营收方面贡献源源不断的收入，投资也为两家大厂带来了游戏领域更大的业务协同效应。</b></p>\n<p>此外，两家大厂都对自研游戏加大了投资，但自研游戏短期带来的亏损是个“无底洞”，而从长期来看，投入自研迫在眉睫，否则游戏业务的机会将被其他大厂吞噬，这也是大厂投资的相同战略要因。</p>\n<p>而在业务协同战略上，阿里也煞费苦心。做电商需要支付板块，那么就要投资金融领域，投资了Ascend Money、Qupital；做菜鸟送货需要快递，那么就投资物流、仓储公司，诸如Ninja Van、ShopRunner。</p>\n<p>今年以来，阿里继续加大了对电商领域的投资，投资了十荟团、CrownX、Trendyol Group等，投资金额达到了44.08亿元。</p>\n<p><b>战略投资除了为互联网大厂自身业务协同带来长足效益外，投资也可以为自身开拓更大的业务。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e3a2e9afbc4a1d7770230c36c89c2081\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>美团通过投资前沿科技领域就拓展了自身业务版图。</p>\n<p>截至目前，美团已经发起了<a href=\"https://laohu8.com/S/300024\">机器人</a>、无人配送、半导体甚至生物科技等相关领域的多笔投资，甚至在<a href=\"https://laohu8.com/S/LI\">理想汽车</a>5.3亿美元C轮融资中，美团创始人王兴就领投近3亿美元，试图通过投资来拓展业务，挖掘本地生活服务领域蕴含的巨大潜力，不计成本的追投只为长远的战略考量。</p>\n<p>同样的情况下，今年以来，字节跳动也加大了投资跨境电商领域的布局，先后投资了“<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>三杰”之一的 “帕拓逊”、跨境电商出口的大卖 “斯达领科”、跨境物流综合服务商纵腾集团以及中东电商物流企业“iMile”，通过投资来拓展海外电商业务的野心昭然若揭。</p>\n<p>但一系列的投资举措，也的确为字节跳动构建了海外电商格局，拓展了业务版图。</p>\n<p>此外，百度在人工智能领域的精准投资，小米在科技领域的超前投资，拼多多在农业领域上的持续投资……透过这些能看到投资赚不赚钱，并不是大厂们最主要的考量范畴，业务协同及整体战略才是大厂们最终的筹谋，毕竟这样既能及早发现创新技术、及早介入，又能降低交易成本和阻力，掌握赛道主动权。</p>\n<p><b>互联网大厂们业绩报告上的数据，也并不足以捕捉大厂投资回报的全貌，而大厂们所追求的绝不仅仅只是财务回报，更重要的还是结合战略布局和发展规划进行业务边界的扩展，从而探索更大更远的战略价值。</b></p>\n<p>作者：云梦泽</p>","source":"lsy1628760297486","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>2021年大厂投资成绩PK：腾讯赔了364亿?</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\">\n2021年大厂投资成绩PK：腾讯赔了364亿?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 16:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2DSXiUUr5d3LllEGiIZGRA><strong>一刻商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三季度财报季，互联网大厂业绩一片惨淡，其中，不少互联网巨头的投资迎来梦醒时分，总体业绩也跟着投资盈亏浮动。\n今年以来，随着反垄断、互联互通等互联网政策的发酵，大厂依旧层层加码，将投资视为拓展业务的重要抓手。\n大厂投资热度不减，以腾讯投资和字节跳动为例，投资项目数量和投资金额都达到了多年以来的峰值。\n据企查查数据显示，2021年截至12月10日，腾讯投资事件有252起，小米投资事件68起，字节跳动...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2DSXiUUr5d3LllEGiIZGRA\">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/bb11034743e95e0a0a7de2853b8e5278","relate_stocks":{"09626":"哔哩哔哩-W","00700":"腾讯控股","PDD":"拼多多","BIDU":"百度","BILI":"哔哩哔哩","01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/2DSXiUUr5d3LllEGiIZGRA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191911286","content_text":"三季度财报季，互联网大厂业绩一片惨淡，其中，不少互联网巨头的投资迎来梦醒时分，总体业绩也跟着投资盈亏浮动。\n今年以来，随着反垄断、互联互通等互联网政策的发酵，大厂依旧层层加码，将投资视为拓展业务的重要抓手。\n大厂投资热度不减，以腾讯投资和字节跳动为例，投资项目数量和投资金额都达到了多年以来的峰值。\n据企查查数据显示，2021年截至12月10日，腾讯投资事件有252起，小米投资事件68起，字节跳动61起，阿里巴巴43起，百度41起，京东16起，美团15起。\n然而四处投资布局的大厂，纷纷搁浅在了沙滩上。\n\n翻开大厂目前晒出的第三季度“成绩单”可以看到，阿里巴巴三季度调整后净利润同比下降39%，距离市场预期332亿差了一大截。而腾讯出炉的单季归母净利润（非国际准则）也出现了近年来的罕见下降。\n不同于前两家大厂的净利润下降，已经公布财报的京东和B站却直接进入了“亏损模式”，百度更是已经连续两个季度都处于“亏损状态”。\n事实上，不少大厂“成绩单”拉胯，但自身业绩增长是超过市场预期的，奈何却在投资上亏损拖累了盈利表现。例如百度今年因为对外投资亏损189亿，最终导致总体亏损了166亿。\n几家欢喜几家愁，今年也有通过投资赚到钱的企业，例如今年只发起了2起投资事件的拼多多却通过投资赚了6.3亿。\n无论是亏是赚，大厂投资的步伐并不会停下来，因为除了财务回报，更重要的是业务布局和产业协同。\n\n例如字节跳动今年在投资方面，不仅踏入阿里的核心地带分走一杯羹，又加码MOBA重度游戏与腾讯展开了正面硬刚，还押宝新消费风口、科技公司，四处寻找新增量。\n凛冬已至，今年互联网大厂的日子并不好过，它们也在等待已经投出去的钱能够开花结果，最终，哪些大厂能够真的吃到果实？\n大厂投资，谁亏最多？\n当投资业务成为互联网大厂集体的“拖油瓶”，谁投得多，就有亏得多的风险。 \n投资“大户”腾讯，首当其冲，名列“投资亏损榜”Top1。\n据腾讯财报显示，今年第三季度，腾讯投资产生的公允价值下跌了364亿元，主要是腾讯投资的公司股价下跌造成的影响。\n另据CVSource投中数据显示，在腾讯众多投资项目中，今年上半年IPO的有13个，仅次于红杉与高瓴资本，其中包括京东物流、满帮、滴滴、每日优鲜、知乎、快手、涂鸦智能、医渡科技、容联云、水滴等。\n毫无悬念，腾讯所投公司在净利润亏损方面几乎无一幸免，就第三季度来说，京东物流亏损超7亿、满帮亏损1.8亿、每日优鲜亏损9.74亿、容联云亏损1.12亿、水滴亏损4.77亿，就连涂鸦智能也亏损了3120万美元。\n而游戏作为腾讯最大的投资领域，受监管趋严、版号暂停的影响，游戏带来的增长也并不乐观。根据游戏星图统计，今年前三季度腾讯一共投资92家游戏公司，此前腾讯曾在自家投资业务官网上披露，其在海外投资的游戏领域中，被投的公司中不乏像拳头、暴雪、SuperCell这样全球知名的游戏公司。\n\n图/腾讯官网\n纵观腾讯的投资版图，游戏、文娱占比最大，企业服务和医疗健康次之。\n同样的，投资业务也是套住互联网大厂集体的“连环锁”，牵一发而动全局。腾讯投资了京东、拼多多、B站、快手和美团等一众互联网公司，它们可以说是各个赛道的明星公司，但是亏损状况也连累了腾讯投资的表现。\n百度三季度投资亏损了189亿，登上了“投资亏损榜”Top2。\n对于爱奇艺的投资一直在拖累百度。爱奇艺三季度净亏损17.34亿元，为百度的亏损又贡献了力量，而知乎三季度亏了2.7亿，更是连累了腾讯、百度等大厂。\n而百度巨额亏损除了投资爱奇艺、知乎带来的影响之外，最大因素在于投资了快手，快手股价的大幅下跌直接重伤了百度，这也已经不是快手股价变动第一次导致百度财报出现大幅亏损了。\n作为串联起“投资亏损榜”前两名大厂的关键企业——快手也是直接亏到了家。\n根据快手发布的Q3财报显示，快手经调整亏损额48亿，其中，按公允价值计量、“投资于上市和非上市实体”的亏损达到1.9亿。\n从上市以来，快手只在今年6月对人人视频发起了投资，而在上市前，快手在F轮领投知乎，知乎净亏损2.7亿元，比去年同期扩大145%，这也让本就颓势的快手更加雪上加霜。\n而与快手一同投资了中手游公司的B站，也在游戏股齐跌的受害者名录中。\n和腾讯游戏一样，受到未成年禁令、版权停发等利空消息影响，B站投资的中手游公司股价下跌6.90%，心动公司股价下跌达31.08%。 此外，B站还持有欢喜传媒约9.9%的股份，但欢喜传媒也出现了20.53%的股价下滑。\n受投资公司估值与市值不断调整影响，B站三季度营收虽同比增长61%，达到了52.1亿元，但投资亏损了7.24亿。\n环环相扣，B站的下滑也影响了持有其股票的公司。\n名列“投资亏损榜”Top3的阿里巴巴也亏损了115亿，根据其最新公布的13F持仓报告显示，其持有B站的股票市值为6.6亿美元。此外，阿里巴巴的投资中，触宝、陌陌、微博几家企业也都出现了不同程度的股价下滑，其中触宝大跌40.78%、陌陌大跌24.59%。\n\n值得注意的是，阿里在9月份彻底清仓了芒果超媒，持股10个月，阿里在这里就直接亏损了20多亿。\n而在投资阵营中紧随其后的京东、美团和小米，也在亏损的泥潭里不能自拔。\n京东净亏损28亿，今年以来参与了对万物新生（爱回收）、唯品会、知乎等上市企业的投资，但遗憾的是，三季度上述投资企业股价的持续走低，唯品会三季度更是大跌了51.68%，都为京东带来巨额亏损，而对于8亿美元、持股了51%的达达集团的战略融资来说，三季度18.9亿的亏损直接让京东投资惨淡收场。\n此外，美团净亏损99.9亿，其中投资亏损了1.18亿。而小米的投资也亏损了19亿，但值得注意的是，今年7月，小米完成收购Zimi余下50.09%股权，总代价约14.61亿元，小米在战略长期投资上烧钱也无可厚非。\n回过头来看，三季度大厂投资的亏损基本都是浮亏（公允价值变动），只是短期数值，从长期投资来看，每个大厂都有基于自身当家业务战略的考量。\n大厂投资，谁赚钱了？\n投资亏损的大厂浩浩荡荡，而在投资中赚钱的却寥寥无几。\n令人惊讶的是，此刻能在投资浪潮中全身而退甚至捞到钱的，却是靠“烧钱换流量”的拼多多。\n根据拼多多（PDD.NASDAQ）发布2021年三季度财报。财报显示，第三季度拼多多实现营收215.06亿元，同比增加51%，不及市场预期的265亿元。美国通用会计准则下，经营利润为21.39亿元，归属于普通股股东的净利润为16.4亿元。\n展开拼多多的投资版图，投资方向基本固化在电商领域，拼好货、虫妈邻里团、国美零售、易达货栈、PChome & KDS，仅仅5个投资项目也许是拼多多能在此次大厂投资混战中捞到钱的关键，完美避开了关联亏损的“连环锁”。\n\n图/一刻商业拍摄\n而在这些投资企业中，生鲜类自营平台拼好货是拼多多的前身，在2016年直接进行了投资合并发展，拼好货在拼多多的怀抱中肩负起农业板块的业务增长，根据此前财报显示，拼多多农产品GMV连续五年保持三位数增速，2020年农产品GMV超过2700亿元，总营收占比高达16%。\n今年8月，拼多多还启动了“百亿农研专项”农业科技项目，当时拼多多刚发布二季度财报，便许诺会将二季度及未来几个季度的利润全部投入该项目，直到填满100亿元的投资总额，由此来看，投资合并拼好货可以带来长期价值。\n同样为长期战略投资的虫妈邻里团和易达货栈，一个起于社区电商扎进社区拼团、一个立足物流领域投身智能快递柜赛道，都为拼多多构筑生态圈产生了更大效益。\n可是长期投资带来的利润增益，还要去填投资国美零售的坑。\n从国美零售半年报数据来看，国美零售实现营收260.4亿元，同比去年同期的190.75亿增长36.51%，但在净利润方面亏损了19.74亿，同比去年同期的亏损26.23亿增长了24.74%，虽然亏损有所缩小，但也直接影响了拼多多在投资上的成绩。\n整体算下来，默不作声的拼多多还是在投资上稳稳赚了6.3个亿。\n同样在投资上有所收获的，还有未上市的字节跳动，由于未上市不公开财报，字节跳动的投资情况就被蒙上了一层神秘的面纱，但瞄准热门赛道“无边界”投资是字节跳动的惯用伎俩。\n\n图/字节跳动招聘官方微博\n游戏业务依旧是字节跳动最大的投资项。今年以来，字节跳动投资了9家游戏公司，其中还吞并了早有爆款加持的沐瞳科技和有爱互娱，而这两家公司已经是出海厂商收入榜TOP30的存在，带来的收益可想而知。\n此外，字节跳动也十分看重长期投资带来的价值，不仅投资了《战锤40K：雷霆远征》的雷霆瀚海、《仙境传说RO：新世代的诞生》的盖姆艾尔以及海外老牌射击游戏厂商 MADFINGER Games，还投资了研发VR游戏的梦途网络和《重启世界》的代码乾坤，都在为未来的战略谋划布局。\n除了游戏领域的投资之外，芯片、元宇宙、房产中介、新消费等领域字节跳动都做的有声有色。值得一提的是，字节跳动在今年连投跨境电商平台“斯达领科”，把触角伸向了电商，入侵阿里、京东、拼多多等电商老大哥的领域。\n从各个大厂的投资布局来看，通过投资赚钱并非主要目的，它们更加关注的是整体生态的构建。\n大厂投资更看重战略意义\n赚了也好，亏了也罢，互联网大厂似乎并不在意短期得失。\n在比对财报信息和协同业务关联上抽丝剥茧来看，大厂的投资逻辑有相似之处。\n游戏版块作为互联网大厂的必备投资项，腾讯和B站在游戏领域的布局也能窥见两者共性之处。\n\n今年以来，两家大厂明显在游戏领域的步伐加快了，前三季度腾讯一共投资了92家游戏公司，B站也投资了超10家游戏公司。\n作为腾讯的重要增长点，投资游戏为腾讯进一步巩固了游戏厂商的地位。而作为驱动B站业绩增长的“四架马车”之一，游戏业务也为B站带来了不俗的营收，三季度游戏业务收入为14.0亿元，同比增长了9%。\n除了能够为腾讯、B站在营收方面贡献源源不断的收入，投资也为两家大厂带来了游戏领域更大的业务协同效应。\n此外，两家大厂都对自研游戏加大了投资，但自研游戏短期带来的亏损是个“无底洞”，而从长期来看，投入自研迫在眉睫，否则游戏业务的机会将被其他大厂吞噬，这也是大厂投资的相同战略要因。\n而在业务协同战略上，阿里也煞费苦心。做电商需要支付板块，那么就要投资金融领域，投资了Ascend Money、Qupital；做菜鸟送货需要快递，那么就投资物流、仓储公司，诸如Ninja Van、ShopRunner。\n今年以来，阿里继续加大了对电商领域的投资，投资了十荟团、CrownX、Trendyol Group等，投资金额达到了44.08亿元。\n战略投资除了为互联网大厂自身业务协同带来长足效益外，投资也可以为自身开拓更大的业务。\n\n美团通过投资前沿科技领域就拓展了自身业务版图。\n截至目前，美团已经发起了机器人、无人配送、半导体甚至生物科技等相关领域的多笔投资，甚至在理想汽车5.3亿美元C轮融资中，美团创始人王兴就领投近3亿美元，试图通过投资来拓展业务，挖掘本地生活服务领域蕴含的巨大潜力，不计成本的追投只为长远的战略考量。\n同样的情况下，今年以来，字节跳动也加大了投资跨境电商领域的布局，先后投资了“亚马逊三杰”之一的 “帕拓逊”、跨境电商出口的大卖 “斯达领科”、跨境物流综合服务商纵腾集团以及中东电商物流企业“iMile”，通过投资来拓展海外电商业务的野心昭然若揭。\n但一系列的投资举措，也的确为字节跳动构建了海外电商格局，拓展了业务版图。\n此外，百度在人工智能领域的精准投资，小米在科技领域的超前投资，拼多多在农业领域上的持续投资……透过这些能看到投资赚不赚钱，并不是大厂们最主要的考量范畴，业务协同及整体战略才是大厂们最终的筹谋，毕竟这样既能及早发现创新技术、及早介入，又能降低交易成本和阻力，掌握赛道主动权。\n互联网大厂们业绩报告上的数据，也并不足以捕捉大厂投资回报的全貌，而大厂们所追求的绝不仅仅只是财务回报，更重要的还是结合战略布局和发展规划进行业务边界的扩展，从而探索更大更远的战略价值。\n作者：云梦泽","news_type":1,"symbols_score_info":{"90022":0.9,"09626":0.9,"00700":0.9,"BILI":0.9,"01024":0.9,"PDD":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604684237,"gmtCreate":1639387575939,"gmtModify":1639388304311,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604684237","repostId":"1127509654","repostType":4,"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872802741,"gmtCreate":1637467078106,"gmtModify":1637467078159,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872802741","repostId":"2185737823","repostType":4,"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848573232,"gmtCreate":1636015629942,"gmtModify":1636015630059,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848573232","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848071984,"gmtCreate":1635950556961,"gmtModify":1635950788528,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848071984","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843669990,"gmtCreate":1635824412847,"gmtModify":1635824412847,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843669990","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849641180,"gmtCreate":1635755048559,"gmtModify":1635755048559,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849641180","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849657007,"gmtCreate":1635754810008,"gmtModify":1635754810063,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849657007","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131543386,"gmtCreate":1621869492645,"gmtModify":1634185921127,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>为什么跌","listText":"<a 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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>今天是涨是跌？","text":"$台积电(TSM)$今天是涨是跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/194394384","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191452472,"gmtCreate":1620902305596,"gmtModify":1634195442320,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/191452472","repostId":"1184785046","repostType":4,"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193457495,"gmtCreate":1620813469117,"gmtModify":1634196119770,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/193457495","repostId":"1163490394","repostType":4,"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193457602,"gmtCreate":1620813454106,"gmtModify":1634196120008,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/193457602","repostId":"2134694323","repostType":4,"repost":{"id":"2134694323","kind":"highlight","pubTimestamp":1620804568,"share":"https://www.laohu8.com/m/news/2134694323?lang=zh_CN&edition=full","pubTime":"2021-05-12 15:29","market":"us","language":"zh","title":"资产泡沫+低利率=美国新滞胀！","url":"https://stock-news.laohu8.com/highlight/detail?id=2134694323","media":"华尔街见闻","summary":"美国4月非农就业数据意外大跌，不少共和党人认为，难看的数据源于拜登政府的过度慷慨，额外失业补助大大降低了劳动者重返岗位的意愿。根据美国劳工部此前的数据，失业工人在平均每周318美元的常规州失业救济金基","content":"<p>美国4月非农就业数据意外大跌，不少共和党人认为，难看的数据源于拜登政府的过度慷慨，额外失业补助大大降低了劳动者重返岗位的意愿。</p><p>根据美国劳工部此前的数据，失业工人在平均每周318美元的常规州失业救济金基础上，还可以领到300美元的联邦补助金。这就意味着，这部分人的平均收入甚至略高于时薪15美元的全职工作者。</p><p>面对这样的现状，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>在最新研报中发出灵魂一问：<b>当不工作时获得的报酬如此之高，谁还愿意工作呢？</b></p><p>不仅如此，美银两位分析师Chris Flanagan和Mao Ding还在研报中喊出：<b>资产通胀/盈亏平衡率上升、实际收益率下降=21世纪式滞涨，惨淡的4月非农报告=美式新滞涨！</b></p><p>在美银看来，工人们尝到了货币政策引发的资产通胀和极尽慷慨的财政政策失业补贴的甜头，越来越多人不再回去工作。</p><p>此外，如今的新滞涨不同于美国上世纪70年代的新滞涨。这种新滞涨反映在自2000年4月开始的就业人口比率（EPOP）下降趋势以及美国10年期国债实际收益率大幅下降乃至跌到负值这两个方面当中。</p><p>具体来看，美银指出，2000年标志着美国商业周期运作方式的一个重要转折点。</p><p>在2000年以前，美国陷入经济衰退时，就业人口比率通常出现下降，经济复苏时，这一比率则强劲增长，会在每个增长阶段都创下新高，2000年4月的64.7%为历史最高。</p><p>而在进入21世纪之后，美国经济三次衰退，就业人口比的上升趋势也转变为下降。美银认为，这与人口、税收、财政和货币政策等因素都脱不开关系。</p><p>但是，最值得关注的重要现象在于，<b>在此之后，美国实际收益率越来越低，资产通胀的情况也越来越严重，房价和汽车价格都出现了通胀——前者最新数据显示同比增长12%，后者年增长率基本大于等于20%，最新数据甚至高达52%，为恶性通胀。</b></p><p><img src=\"https://wpimg.wallstcn.com/36107fde-9e46-495e-a2cf-e079e8c7ed79.png\" tg-width=\"772\" tg-height=\"706\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://wpimg.wallstcn.com/c7f43d7a-7502-4c19-974f-a2a9411bf638.png\" tg-width=\"756\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p><p>美银表示，货币政策无疑是上述两种通胀的成因之一，其他因素或许也助了一臂之力：</p><blockquote>劳动力萎缩/短缺：如果政府补贴泰国慷慨，或是股市收益超过了收入的潜力，谁还想工作？供应链中断：考虑目前半导体短缺对汽车生产造成的影响；区域规划和其他监管限制，新住宅的建设/供应受限。</blockquote><p>与此同时，美银还看到，1970年代式通胀仍处于休眠状态，这给了美联储足够的政策空间。</p><p>在这种背景下，标普500指数创下历史新高，10年期盈亏平衡通胀率达到了2.56%的多年高点，美银对此并不感到惊讶。</p><p>上述投行甚至认为，<b>考虑到美联储仍旧保持着超级宽松的政策，这意味着10年期盈亏平衡通胀率和股价可能会继续攀升，在美联储暗示将采取一些不那么宽松的政策之前，前者至少将攀升至2.75%-3%。</b></p><p>债市方面，美银发现，在4月至5月初，美债价格出现了小幅的逆趋势反弹，10年期美债名义收益率从1.75%的近期高点下降至1.55%左右，这就掩盖了10年期美债实际收益率更为显著的分化走势。</p><p>美银认为，4月非农爆冷过后，10年期美债实际收益率重新跌破200日移动均线，表明美联储需要更多宽松政策和更多时间才能扭转上行趋势。</p><p><b>市场可能需要看到超级强劲的5月非农报告，才能确信4月数据并非事出反常，届时利率才会进一步上涨，大约达到2.15%左右水平。</b></p><p>美银进一步称，<b>“新滞涨”意味着投资者短期内应该持有通胀保值债券（TIPS）而非名义美债，一旦10年期美债收益率在今年晚些时候或是2022年年初触及2.15%或更高水平，债市将再次大幅上涨。</b></p><p>但美银也提醒道，<b>目前的一切——先是遭受利率冲击、然后利率企稳、风险资产强势上涨——都与1987年有些相似，类似的场景或许今年也会出现。</b></p><p>那年的4月至5月期间，美股市场遭受最初的一波利率冲击之后，标普500指数在随后的4个月里大涨了逾20%。这种快速的资产通胀带来了脆弱性，直接导致那年10月“黑色星期一”的华尔街股灾。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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}\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资产泡沫+低利率=美国新滞胀！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 15:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3630122><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国4月非农就业数据意外大跌，不少共和党人认为，难看的数据源于拜登政府的过度慷慨，额外失业补助大大降低了劳动者重返岗位的意愿。根据美国劳工部此前的数据，失业工人在平均每周318美元的常规州失业救济金基础上，还可以领到300美元的联邦补助金。这就意味着，这部分人的平均收入甚至略高于时薪15美元的全职工作者。面对这样的现状，美国银行在最新研报中发出灵魂一问：当不工作时获得的报酬如此之高，谁还愿意工作呢...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3630122\">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/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF博时","518880":"黄金ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","GLD":"黄金ETF-SPDR","SH":"做空标普500-Proshares","DXD":"两倍做空道琼30指数ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares","IAU":"黄金信托ETF-iShares","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","SQQQ":"纳指三倍做空ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","IEI":"iShares Barclays 3-7 Year 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Ding还在研报中喊出：资产通胀/盈亏平衡率上升、实际收益率下降=21世纪式滞涨，惨淡的4月非农报告=美式新滞涨！在美银看来，工人们尝到了货币政策引发的资产通胀和极尽慷慨的财政政策失业补贴的甜头，越来越多人不再回去工作。此外，如今的新滞涨不同于美国上世纪70年代的新滞涨。这种新滞涨反映在自2000年4月开始的就业人口比率（EPOP）下降趋势以及美国10年期国债实际收益率大幅下降乃至跌到负值这两个方面当中。具体来看，美银指出，2000年标志着美国商业周期运作方式的一个重要转折点。在2000年以前，美国陷入经济衰退时，就业人口比率通常出现下降，经济复苏时，这一比率则强劲增长，会在每个增长阶段都创下新高，2000年4月的64.7%为历史最高。而在进入21世纪之后，美国经济三次衰退，就业人口比的上升趋势也转变为下降。美银认为，这与人口、税收、财政和货币政策等因素都脱不开关系。但是，最值得关注的重要现象在于，在此之后，美国实际收益率越来越低，资产通胀的情况也越来越严重，房价和汽车价格都出现了通胀——前者最新数据显示同比增长12%，后者年增长率基本大于等于20%，最新数据甚至高达52%，为恶性通胀。美银表示，货币政策无疑是上述两种通胀的成因之一，其他因素或许也助了一臂之力：劳动力萎缩/短缺：如果政府补贴泰国慷慨，或是股市收益超过了收入的潜力，谁还想工作？供应链中断：考虑目前半导体短缺对汽车生产造成的影响；区域规划和其他监管限制，新住宅的建设/供应受限。与此同时，美银还看到，1970年代式通胀仍处于休眠状态，这给了美联储足够的政策空间。在这种背景下，标普500指数创下历史新高，10年期盈亏平衡通胀率达到了2.56%的多年高点，美银对此并不感到惊讶。上述投行甚至认为，考虑到美联储仍旧保持着超级宽松的政策，这意味着10年期盈亏平衡通胀率和股价可能会继续攀升，在美联储暗示将采取一些不那么宽松的政策之前，前者至少将攀升至2.75%-3%。债市方面，美银发现，在4月至5月初，美债价格出现了小幅的逆趋势反弹，10年期美债名义收益率从1.75%的近期高点下降至1.55%左右，这就掩盖了10年期美债实际收益率更为显著的分化走势。美银认为，4月非农爆冷过后，10年期美债实际收益率重新跌破200日移动均线，表明美联储需要更多宽松政策和更多时间才能扭转上行趋势。市场可能需要看到超级强劲的5月非农报告，才能确信4月数据并非事出反常，届时利率才会进一步上涨，大约达到2.15%左右水平。美银进一步称，“新滞涨”意味着投资者短期内应该持有通胀保值债券（TIPS）而非名义美债，一旦10年期美债收益率在今年晚些时候或是2022年年初触及2.15%或更高水平，债市将再次大幅上涨。但美银也提醒道，目前的一切——先是遭受利率冲击、然后利率企稳、风险资产强势上涨——都与1987年有些相似，类似的场景或许今年也会出现。那年的4月至5月期间，美股市场遭受最初的一波利率冲击之后，标普500指数在随后的4个月里大涨了逾20%。这种快速的资产通胀带来了脆弱性，直接导致那年10月“黑色星期一”的华尔街股灾。","news_type":1,"symbols_score_info":{"159934":0.9,"161125":0.9,"513500":0.9,"518880":0.9,"ZFmain":0.9,"QQQ":0.9,"ZTmain":0.9,"MNQmain":0.9,"NQmain":0.9,"SQQQ":0.9,"DDM":0.9,"DXD":0.9,"SGCmain":0.9,"QID":0.9,"DJX":0.9,"ESmain":0.9,"UDOW":0.9,"DOG":0.9,"MGCmain":0.9,"ZNmain":0.9,"UBmain":0.9,"IEF":0.9,"OEF":0.9,"TNmain":0.9,"SH":0.9,"SPXU":0.9,"DUST":0.9,"ZBmain":0.9,"NUGT":0.9,"PSQ":0.9,"SPY":0.9,"SDS":0.9,"IVV":0.9,"UPRO":0.9,"GOVT":0.9,"SHY":0.9,"IEI":0.9,"SDOW":0.9,"GDX":0.9,"SSO":0.9,"SGUmain":0.9,"TLT":0.9,".SPX":0.9,"QLD":0.9,"OEX":0.9,"TQQQ":0.9,"IAU":0.9,"GLD":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190844414,"gmtCreate":1620612606238,"gmtModify":1634197702018,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190844414","repostId":"1105392454","repostType":4,"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102254201,"gmtCreate":1620220870203,"gmtModify":1634206897609,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/102254201","repostId":"1139458712","repostType":4,"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101239099,"gmtCreate":1619915158811,"gmtModify":1631888727499,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582008196345870","idStr":"3582008196345870"},"themes":[],"htmlText":"<a 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15:29","market":"us","language":"zh","title":"资产泡沫+低利率=美国新滞胀！","url":"https://stock-news.laohu8.com/highlight/detail?id=2134694323","media":"华尔街见闻","summary":"美国4月非农就业数据意外大跌，不少共和党人认为，难看的数据源于拜登政府的过度慷慨，额外失业补助大大降低了劳动者重返岗位的意愿。根据美国劳工部此前的数据，失业工人在平均每周318美元的常规州失业救济金基","content":"<p>美国4月非农就业数据意外大跌，不少共和党人认为，难看的数据源于拜登政府的过度慷慨，额外失业补助大大降低了劳动者重返岗位的意愿。</p><p>根据美国劳工部此前的数据，失业工人在平均每周318美元的常规州失业救济金基础上，还可以领到300美元的联邦补助金。这就意味着，这部分人的平均收入甚至略高于时薪15美元的全职工作者。</p><p>面对这样的现状，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>在最新研报中发出灵魂一问：<b>当不工作时获得的报酬如此之高，谁还愿意工作呢？</b></p><p>不仅如此，美银两位分析师Chris Flanagan和Mao Ding还在研报中喊出：<b>资产通胀/盈亏平衡率上升、实际收益率下降=21世纪式滞涨，惨淡的4月非农报告=美式新滞涨！</b></p><p>在美银看来，工人们尝到了货币政策引发的资产通胀和极尽慷慨的财政政策失业补贴的甜头，越来越多人不再回去工作。</p><p>此外，如今的新滞涨不同于美国上世纪70年代的新滞涨。这种新滞涨反映在自2000年4月开始的就业人口比率（EPOP）下降趋势以及美国10年期国债实际收益率大幅下降乃至跌到负值这两个方面当中。</p><p>具体来看，美银指出，2000年标志着美国商业周期运作方式的一个重要转折点。</p><p>在2000年以前，美国陷入经济衰退时，就业人口比率通常出现下降，经济复苏时，这一比率则强劲增长，会在每个增长阶段都创下新高，2000年4月的64.7%为历史最高。</p><p>而在进入21世纪之后，美国经济三次衰退，就业人口比的上升趋势也转变为下降。美银认为，这与人口、税收、财政和货币政策等因素都脱不开关系。</p><p>但是，最值得关注的重要现象在于，<b>在此之后，美国实际收益率越来越低，资产通胀的情况也越来越严重，房价和汽车价格都出现了通胀——前者最新数据显示同比增长12%，后者年增长率基本大于等于20%，最新数据甚至高达52%，为恶性通胀。</b></p><p><img src=\"https://wpimg.wallstcn.com/36107fde-9e46-495e-a2cf-e079e8c7ed79.png\" tg-width=\"772\" tg-height=\"706\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://wpimg.wallstcn.com/c7f43d7a-7502-4c19-974f-a2a9411bf638.png\" tg-width=\"756\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p><p>美银表示，货币政策无疑是上述两种通胀的成因之一，其他因素或许也助了一臂之力：</p><blockquote>劳动力萎缩/短缺：如果政府补贴泰国慷慨，或是股市收益超过了收入的潜力，谁还想工作？供应链中断：考虑目前半导体短缺对汽车生产造成的影响；区域规划和其他监管限制，新住宅的建设/供应受限。</blockquote><p>与此同时，美银还看到，1970年代式通胀仍处于休眠状态，这给了美联储足够的政策空间。</p><p>在这种背景下，标普500指数创下历史新高，10年期盈亏平衡通胀率达到了2.56%的多年高点，美银对此并不感到惊讶。</p><p>上述投行甚至认为，<b>考虑到美联储仍旧保持着超级宽松的政策，这意味着10年期盈亏平衡通胀率和股价可能会继续攀升，在美联储暗示将采取一些不那么宽松的政策之前，前者至少将攀升至2.75%-3%。</b></p><p>债市方面，美银发现，在4月至5月初，美债价格出现了小幅的逆趋势反弹，10年期美债名义收益率从1.75%的近期高点下降至1.55%左右，这就掩盖了10年期美债实际收益率更为显著的分化走势。</p><p>美银认为，4月非农爆冷过后，10年期美债实际收益率重新跌破200日移动均线，表明美联储需要更多宽松政策和更多时间才能扭转上行趋势。</p><p><b>市场可能需要看到超级强劲的5月非农报告，才能确信4月数据并非事出反常，届时利率才会进一步上涨，大约达到2.15%左右水平。</b></p><p>美银进一步称，<b>“新滞涨”意味着投资者短期内应该持有通胀保值债券（TIPS）而非名义美债，一旦10年期美债收益率在今年晚些时候或是2022年年初触及2.15%或更高水平，债市将再次大幅上涨。</b></p><p>但美银也提醒道，<b>目前的一切——先是遭受利率冲击、然后利率企稳、风险资产强势上涨——都与1987年有些相似，类似的场景或许今年也会出现。</b></p><p>那年的4月至5月期间，美股市场遭受最初的一波利率冲击之后，标普500指数在随后的4个月里大涨了逾20%。这种快速的资产通胀带来了脆弱性，直接导致那年10月“黑色星期一”的华尔街股灾。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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}\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资产泡沫+低利率=美国新滞胀！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 15:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3630122><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国4月非农就业数据意外大跌，不少共和党人认为，难看的数据源于拜登政府的过度慷慨，额外失业补助大大降低了劳动者重返岗位的意愿。根据美国劳工部此前的数据，失业工人在平均每周318美元的常规州失业救济金基础上，还可以领到300美元的联邦补助金。这就意味着，这部分人的平均收入甚至略高于时薪15美元的全职工作者。面对这样的现状，美国银行在最新研报中发出灵魂一问：当不工作时获得的报酬如此之高，谁还愿意工作呢...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3630122\">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/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF博时","518880":"黄金ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","GLD":"黄金ETF-SPDR","SH":"做空标普500-Proshares","DXD":"两倍做空道琼30指数ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares","IAU":"黄金信托ETF-iShares","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","SQQQ":"纳指三倍做空ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","IEI":"iShares Barclays 3-7 Year 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Ding还在研报中喊出：资产通胀/盈亏平衡率上升、实际收益率下降=21世纪式滞涨，惨淡的4月非农报告=美式新滞涨！在美银看来，工人们尝到了货币政策引发的资产通胀和极尽慷慨的财政政策失业补贴的甜头，越来越多人不再回去工作。此外，如今的新滞涨不同于美国上世纪70年代的新滞涨。这种新滞涨反映在自2000年4月开始的就业人口比率（EPOP）下降趋势以及美国10年期国债实际收益率大幅下降乃至跌到负值这两个方面当中。具体来看，美银指出，2000年标志着美国商业周期运作方式的一个重要转折点。在2000年以前，美国陷入经济衰退时，就业人口比率通常出现下降，经济复苏时，这一比率则强劲增长，会在每个增长阶段都创下新高，2000年4月的64.7%为历史最高。而在进入21世纪之后，美国经济三次衰退，就业人口比的上升趋势也转变为下降。美银认为，这与人口、税收、财政和货币政策等因素都脱不开关系。但是，最值得关注的重要现象在于，在此之后，美国实际收益率越来越低，资产通胀的情况也越来越严重，房价和汽车价格都出现了通胀——前者最新数据显示同比增长12%，后者年增长率基本大于等于20%，最新数据甚至高达52%，为恶性通胀。美银表示，货币政策无疑是上述两种通胀的成因之一，其他因素或许也助了一臂之力：劳动力萎缩/短缺：如果政府补贴泰国慷慨，或是股市收益超过了收入的潜力，谁还想工作？供应链中断：考虑目前半导体短缺对汽车生产造成的影响；区域规划和其他监管限制，新住宅的建设/供应受限。与此同时，美银还看到，1970年代式通胀仍处于休眠状态，这给了美联储足够的政策空间。在这种背景下，标普500指数创下历史新高，10年期盈亏平衡通胀率达到了2.56%的多年高点，美银对此并不感到惊讶。上述投行甚至认为，考虑到美联储仍旧保持着超级宽松的政策，这意味着10年期盈亏平衡通胀率和股价可能会继续攀升，在美联储暗示将采取一些不那么宽松的政策之前，前者至少将攀升至2.75%-3%。债市方面，美银发现，在4月至5月初，美债价格出现了小幅的逆趋势反弹，10年期美债名义收益率从1.75%的近期高点下降至1.55%左右，这就掩盖了10年期美债实际收益率更为显著的分化走势。美银认为，4月非农爆冷过后，10年期美债实际收益率重新跌破200日移动均线，表明美联储需要更多宽松政策和更多时间才能扭转上行趋势。市场可能需要看到超级强劲的5月非农报告，才能确信4月数据并非事出反常，届时利率才会进一步上涨，大约达到2.15%左右水平。美银进一步称，“新滞涨”意味着投资者短期内应该持有通胀保值债券（TIPS）而非名义美债，一旦10年期美债收益率在今年晚些时候或是2022年年初触及2.15%或更高水平，债市将再次大幅上涨。但美银也提醒道，目前的一切——先是遭受利率冲击、然后利率企稳、风险资产强势上涨——都与1987年有些相似，类似的场景或许今年也会出现。那年的4月至5月期间，美股市场遭受最初的一波利率冲击之后，标普500指数在随后的4个月里大涨了逾20%。这种快速的资产通胀带来了脆弱性，直接导致那年10月“黑色星期一”的华尔街股灾。","news_type":1,"symbols_score_info":{"159934":0.9,"161125":0.9,"513500":0.9,"518880":0.9,"ZFmain":0.9,"QQQ":0.9,"ZTmain":0.9,"MNQmain":0.9,"NQmain":0.9,"SQQQ":0.9,"DDM":0.9,"DXD":0.9,"SGCmain":0.9,"QID":0.9,"DJX":0.9,"ESmain":0.9,"UDOW":0.9,"DOG":0.9,"MGCmain":0.9,"ZNmain":0.9,"UBmain":0.9,"IEF":0.9,"OEF":0.9,"TNmain":0.9,"SH":0.9,"SPXU":0.9,"DUST":0.9,"ZBmain":0.9,"NUGT":0.9,"PSQ":0.9,"SPY":0.9,"SDS":0.9,"IVV":0.9,"UPRO":0.9,"GOVT":0.9,"SHY":0.9,"IEI":0.9,"SDOW":0.9,"GDX":0.9,"SSO":0.9,"SGUmain":0.9,"TLT":0.9,".SPX":0.9,"QLD":0.9,"OEX":0.9,"TQQQ":0.9,"IAU":0.9,"GLD":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109215035,"gmtCreate":1619699531127,"gmtModify":1634210636390,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008196345870","authorIdStr":"3582008196345870"},"themes":[],"htmlText":"相信他触底反弹","listText":"相信他触底反弹","text":"相信他触底反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/109215035","repostId":"1131100670","repostType":4,"repost":{"id":"1131100670","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":1619697635,"share":"https://www.laohu8.com/m/news/1131100670?lang=zh_CN&edition=full","pubTime":"2021-04-29 20:00","market":"us","language":"zh","title":"eBay盘前跌近8%，第二季度净利润预测低于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1131100670","media":"老虎资讯综合","summary":"周四，eBay盘前跌近8%，公司第二季度净利润预测低于市场预期。报告显示，eBay第一季度净营收为30.23亿美元，比去年同期的21.29亿美元增长42%；来自于持续运营业务的净利润为5.69亿美元，","content":"<p>周四，<a href=\"https://laohu8.com/S/EBAY\">eBay</a>盘前跌近8%，公司第二季度净利润预测低于市场预期。</p><p><img src=\"https://static.tigerbbs.com/70d2aa7604cb8f72e64f7daf94676edf\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>报告显示，eBay第一季度净营收为30.23亿美元，比去年同期的21.29亿美元增长42%；来自于持续运营业务的净利润为5.69亿美元，比去年同期的4.31亿美元增长32%；不按照美国通用会计准则，eBay第一季度来自于持续运营业务的净利润为7.58亿美元，与去年同期的5.22亿美元相比增长45%。</p><p>eBay第一季度业绩和第二季度营收展望均超出华尔街分析师此前预期，但第二季度盈利展望不及预期，导致其盘后股价下跌逾5%。</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>eBay盘前跌近8%，第二季度净利润预测低于预期</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{ 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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\">\neBay盘前跌近8%，第二季度净利润预测低于预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-29 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，<a href=\"https://laohu8.com/S/EBAY\">eBay</a>盘前跌近8%，公司第二季度净利润预测低于市场预期。</p><p><img src=\"https://static.tigerbbs.com/70d2aa7604cb8f72e64f7daf94676edf\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>报告显示，eBay第一季度净营收为30.23亿美元，比去年同期的21.29亿美元增长42%；来自于持续运营业务的净利润为5.69亿美元，比去年同期的4.31亿美元增长32%；不按照美国通用会计准则，eBay第一季度来自于持续运营业务的净利润为7.58亿美元，与去年同期的5.22亿美元相比增长45%。</p><p>eBay第一季度业绩和第二季度营收展望均超出华尔街分析师此前预期，但第二季度盈利展望不及预期，导致其盘后股价下跌逾5%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f318814e26d71ec73e8480938885ab27","relate_stocks":{"EBAY":"eBay"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131100670","content_text":"周四，eBay盘前跌近8%，公司第二季度净利润预测低于市场预期。报告显示，eBay第一季度净营收为30.23亿美元，比去年同期的21.29亿美元增长42%；来自于持续运营业务的净利润为5.69亿美元，比去年同期的4.31亿美元增长32%；不按照美国通用会计准则，eBay第一季度来自于持续运营业务的净利润为7.58亿美元，与去年同期的5.22亿美元相比增长45%。eBay第一季度业绩和第二季度营收展望均超出华尔街分析师此前预期，但第二季度盈利展望不及预期，导致其盘后股价下跌逾5%。","news_type":1,"symbols_score_info":{"EBAY":0.9}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102254201,"gmtCreate":1620220870203,"gmtModify":1634206897609,"author":{"id":"3582008196345870","authorId":"3582008196345870","name":"354491d5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582008196345870","authorIdStr":"3582008196345870"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/102254201","repostId":"1139458712","repostType":4,"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}