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$老虎证券(TIGR)$
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阿里涉侵犯男员工曾到字节面试并通过一面？字节：核查后已终止
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$老虎证券(TIGR)$
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违规操作？阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可，警方否认
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这篇文章不错，转发给大家看
北向资金动向盘点：狂买金融股，风格已变
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@东升投研:阿里巴巴还可以再涨50%？
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抱歉，原内容已删除
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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>如何","text":"$老虎证券(TIGR)$如何","images":[{"img":"https://static.tigerbbs.com/ac1e0eadb9ea1c22b625592b1fe0b920","width":"1080","height":"3159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630255740","isVote":1,"tweetType":1,"viewCount":3033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630044117,"gmtCreate":1642647438635,"gmtModify":1642647438774,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"大家来看看吧","listText":"大家来看看吧","text":"大家来看看吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630044117","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699620511,"gmtCreate":1639793879942,"gmtModify":1639793880074,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>会上吗","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>会上吗","text":"$老虎证券(TIGR)$会上吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699620511","isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604834079,"gmtCreate":1639367680490,"gmtModify":1639367680670,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ANVS\">$Annovis Bio, Inc.(ANVS)$</a>如何","listText":"<a href=\"https://laohu8.com/S/ANVS\">$Annovis Bio, Inc.(ANVS)$</a>如何","text":"$Annovis Bio, Inc.(ANVS)$如何","images":[{"img":"https://static.tigerbbs.com/6716f304443237f50af2dbb1e4e65745","width":"1080","height":"2240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604834079","isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606788977,"gmtCreate":1638928076306,"gmtModify":1638928288617,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>如何","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>如何","text":"$老虎证券(TIGR)$如何","images":[{"img":"https://static.tigerbbs.com/c919fc0967affd971f95df078b235088","width":"1080","height":"2240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606788977","isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606789698,"gmtCreate":1638927928012,"gmtModify":1638927928117,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"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/606789698","repostId":"1111976023","repostType":4,"repost":{"id":"1111976023","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1638924337,"share":"https://www.laohu8.com/m/news/1111976023?lang=zh_CN&edition=full","pubTime":"2021-12-08 08:45","market":"sh","language":"zh","title":"北向资金动向盘点：狂买金融股，风格已变","url":"https://stock-news.laohu8.com/highlight/detail?id=1111976023","media":"Wind万得","summary":"根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。\n\n信心增","content":"<p>根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/941261137b54cd4d07457dcee5d34a6d\" tg-width=\"796\" tg-height=\"475\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd5b75e5a80b798fd5b7ef9edd6c344d\" tg-width=\"704\" tg-height=\"1135\" referrerpolicy=\"no-referrer\"></p>\n<p>信心增强</p>\n<p>12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。</p>\n<p>从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。</p>\n<p>中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。</p>\n<p><img src=\"https://static.tigerbbs.com/6f95855f02b56f30eb62ad122dcc4f50\" tg-width=\"796\" tg-height=\"696\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7b7288bfb10593807384bb6e87c46194\" tg-width=\"796\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>重点行业：银行、非银</p>\n<p>Wind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。</p>\n<p>12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。</p>\n<p>净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。</p>\n<p><img src=\"https://static.tigerbbs.com/1d2d361011541544272628439ee81698\" tg-width=\"796\" tg-height=\"1574\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d78e12b63e5c786303adb1e21585a58a\" tg-width=\"796\" tg-height=\"1563\" referrerpolicy=\"no-referrer\"></p>\n<p>重点个股：<a href=\"https://laohu8.com/S/601318\">中国平安</a></p>\n<p>个股方面，当日北向资金净买入金额前五的个股是：<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>；净卖出金额前五的个股：<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>。</p>\n<p>净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。</p>\n<p>净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。</p>\n<p>增减持比例变动方面，中杨杰科技、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。</p>\n<p><img src=\"https://static.tigerbbs.com/5f67789e97c29949f9e7cc3ff0707e49\" tg-width=\"796\" tg-height=\"1557\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c36836fa9dac20250bdc30caf8272b5\" tg-width=\"796\" tg-height=\"1571\" referrerpolicy=\"no-referrer\"></p>\n<p>（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）</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>北向资金动向盘点：狂买金融股，风格已变</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北向资金动向盘点：狂买金融股，风格已变\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-08 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/941261137b54cd4d07457dcee5d34a6d\" tg-width=\"796\" tg-height=\"475\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd5b75e5a80b798fd5b7ef9edd6c344d\" tg-width=\"704\" tg-height=\"1135\" referrerpolicy=\"no-referrer\"></p>\n<p>信心增强</p>\n<p>12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。</p>\n<p>从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。</p>\n<p>中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。</p>\n<p><img src=\"https://static.tigerbbs.com/6f95855f02b56f30eb62ad122dcc4f50\" tg-width=\"796\" tg-height=\"696\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7b7288bfb10593807384bb6e87c46194\" tg-width=\"796\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>重点行业：银行、非银</p>\n<p>Wind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。</p>\n<p>12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。</p>\n<p>净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。</p>\n<p><img src=\"https://static.tigerbbs.com/1d2d361011541544272628439ee81698\" tg-width=\"796\" tg-height=\"1574\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d78e12b63e5c786303adb1e21585a58a\" tg-width=\"796\" tg-height=\"1563\" referrerpolicy=\"no-referrer\"></p>\n<p>重点个股：<a href=\"https://laohu8.com/S/601318\">中国平安</a></p>\n<p>个股方面，当日北向资金净买入金额前五的个股是：<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>；净卖出金额前五的个股：<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>。</p>\n<p>净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。</p>\n<p>净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。</p>\n<p>增减持比例变动方面，中杨杰科技、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。</p>\n<p><img src=\"https://static.tigerbbs.com/5f67789e97c29949f9e7cc3ff0707e49\" tg-width=\"796\" tg-height=\"1557\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c36836fa9dac20250bdc30caf8272b5\" tg-width=\"796\" tg-height=\"1571\" referrerpolicy=\"no-referrer\"></p>\n<p>（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111976023","content_text":"根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。\n\n信心增强\n12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。\n从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。\n中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。\n\n重点行业：银行、非银\nWind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。\n12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。\n净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。\n\n重点个股：中国平安\n个股方面，当日北向资金净买入金额前五的个股是：中国平安、招商银行、中信证券、韦尔股份、兴业银行；净卖出金额前五的个股：中国铝业、宁德时代、东山精密、比亚迪、中国中免。\n净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。\n净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。\n增减持比例变动方面，中杨杰科技、永兴材料等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。\n\n（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606789375,"gmtCreate":1638927919915,"gmtModify":1638927919988,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"如何","listText":"如何","text":"如何","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606789375","repostId":"1111976023","repostType":4,"repost":{"id":"1111976023","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1638924337,"share":"https://www.laohu8.com/m/news/1111976023?lang=zh_CN&edition=full","pubTime":"2021-12-08 08:45","market":"sh","language":"zh","title":"北向资金动向盘点：狂买金融股，风格已变","url":"https://stock-news.laohu8.com/highlight/detail?id=1111976023","media":"Wind万得","summary":"根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。\n\n信心增","content":"<p>根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/941261137b54cd4d07457dcee5d34a6d\" tg-width=\"796\" tg-height=\"475\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd5b75e5a80b798fd5b7ef9edd6c344d\" tg-width=\"704\" tg-height=\"1135\" referrerpolicy=\"no-referrer\"></p>\n<p>信心增强</p>\n<p>12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。</p>\n<p>从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。</p>\n<p>中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。</p>\n<p><img src=\"https://static.tigerbbs.com/6f95855f02b56f30eb62ad122dcc4f50\" tg-width=\"796\" tg-height=\"696\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7b7288bfb10593807384bb6e87c46194\" tg-width=\"796\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>重点行业：银行、非银</p>\n<p>Wind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。</p>\n<p>12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。</p>\n<p>净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。</p>\n<p><img src=\"https://static.tigerbbs.com/1d2d361011541544272628439ee81698\" tg-width=\"796\" tg-height=\"1574\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d78e12b63e5c786303adb1e21585a58a\" tg-width=\"796\" tg-height=\"1563\" referrerpolicy=\"no-referrer\"></p>\n<p>重点个股：<a href=\"https://laohu8.com/S/601318\">中国平安</a></p>\n<p>个股方面，当日北向资金净买入金额前五的个股是：<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>；净卖出金额前五的个股：<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>。</p>\n<p>净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。</p>\n<p>净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。</p>\n<p>增减持比例变动方面，中杨杰科技、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。</p>\n<p><img src=\"https://static.tigerbbs.com/5f67789e97c29949f9e7cc3ff0707e49\" tg-width=\"796\" tg-height=\"1557\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c36836fa9dac20250bdc30caf8272b5\" tg-width=\"796\" tg-height=\"1571\" referrerpolicy=\"no-referrer\"></p>\n<p>（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）</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>北向资金动向盘点：狂买金融股，风格已变</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北向资金动向盘点：狂买金融股，风格已变\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-08 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/941261137b54cd4d07457dcee5d34a6d\" tg-width=\"796\" tg-height=\"475\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd5b75e5a80b798fd5b7ef9edd6c344d\" tg-width=\"704\" tg-height=\"1135\" referrerpolicy=\"no-referrer\"></p>\n<p>信心增强</p>\n<p>12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。</p>\n<p>从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。</p>\n<p>中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。</p>\n<p><img src=\"https://static.tigerbbs.com/6f95855f02b56f30eb62ad122dcc4f50\" tg-width=\"796\" tg-height=\"696\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7b7288bfb10593807384bb6e87c46194\" tg-width=\"796\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>重点行业：银行、非银</p>\n<p>Wind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。</p>\n<p>12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。</p>\n<p>净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。</p>\n<p><img src=\"https://static.tigerbbs.com/1d2d361011541544272628439ee81698\" tg-width=\"796\" tg-height=\"1574\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d78e12b63e5c786303adb1e21585a58a\" tg-width=\"796\" tg-height=\"1563\" referrerpolicy=\"no-referrer\"></p>\n<p>重点个股：<a href=\"https://laohu8.com/S/601318\">中国平安</a></p>\n<p>个股方面，当日北向资金净买入金额前五的个股是：<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>；净卖出金额前五的个股：<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>。</p>\n<p>净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。</p>\n<p>净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。</p>\n<p>增减持比例变动方面，中杨杰科技、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。</p>\n<p><img src=\"https://static.tigerbbs.com/5f67789e97c29949f9e7cc3ff0707e49\" tg-width=\"796\" tg-height=\"1557\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c36836fa9dac20250bdc30caf8272b5\" tg-width=\"796\" tg-height=\"1571\" referrerpolicy=\"no-referrer\"></p>\n<p>（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111976023","content_text":"根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。\n\n信心增强\n12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。\n从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。\n中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。\n\n重点行业：银行、非银\nWind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。\n12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。\n净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。\n\n重点个股：中国平安\n个股方面，当日北向资金净买入金额前五的个股是：中国平安、招商银行、中信证券、韦尔股份、兴业银行；净卖出金额前五的个股：中国铝业、宁德时代、东山精密、比亚迪、中国中免。\n净买Top20方面， 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美元，创 2019 年 1 月以来的新低。不过自那以来，阿里股价触底反弹，现已回升到接近 170 美元的位置。 但是摩根大通认为，阿里巴巴仍有50%+的涨幅在研报中，摩根大通指出阿里巴巴股价被严重低估，并将最新目标价设定在 255 美元。夸张的是，这一价格较阿里 10 月 13 日收盘价高出了 52.3%，上涨空间巨大。具体来看，摩根大通对阿里巴巴最重要的电商业务采取 PE 估值法，给予 15 倍估值，对云计算和娱乐业务则采用 PS 估值法。摩根大通对于阿里巴巴的估值模型阿里巴巴将于 10 月 29 日发布 2022 财年 2 季度报。虽然摩根大通对阿里巴巴的业绩表示看好，但也提到未来几个季度需重点关注。首先，阿里巴巴庞大的用户基数和用户的高消费额给增长留出的空间有限。84% 的中国互联网用户都已经成为了阿里巴巴的客户。另外，公司的各种战略投资会给盈利造成短期压力。摩根大通认为，未来几个季度，阿里巴巴国内电商业务的个位数 GMV 增速和营收增速会是一个新常态。阿里巴巴的增长迷局。摩根大通预计，阿里巴巴的营收将在 2023 财年突破万亿，同时增速会逐年放缓。预计 2022 财年全年，阿里巴巴收入将达 9012 亿元，到 2023 财年，公司收入达到 10681 亿元，突破万亿元大关。阿里巴巴将来的增长重点在哪里？阿里云摩根大通预计阿里云可以继续飞速发展，到 2023 财年营收将占据总营收的一成。而阿里云也会成为阿里巴巴未来营收增长的重要引擎。以上。——————分割线——————<a target=\"_blank\" href=\"https://laohu8.com/U/3527667586584720\">@小虎综合资讯</a>","listText":"十月初，当人们正在享受悠长的国庆假期，中概股的坚定信徒却是心慌慌：阿里美股股价狂跌至138.43 美元，创 2019 年 1 月以来的新低。不过自那以来，阿里股价触底反弹，现已回升到接近 170 美元的位置。 但是摩根大通认为，阿里巴巴仍有50%+的涨幅在研报中，摩根大通指出阿里巴巴股价被严重低估，并将最新目标价设定在 255 美元。夸张的是，这一价格较阿里 10 月 13 日收盘价高出了 52.3%，上涨空间巨大。具体来看，摩根大通对阿里巴巴最重要的电商业务采取 PE 估值法，给予 15 倍估值，对云计算和娱乐业务则采用 PS 估值法。摩根大通对于阿里巴巴的估值模型阿里巴巴将于 10 月 29 日发布 2022 财年 2 季度报。虽然摩根大通对阿里巴巴的业绩表示看好，但也提到未来几个季度需重点关注。首先，阿里巴巴庞大的用户基数和用户的高消费额给增长留出的空间有限。84% 的中国互联网用户都已经成为了阿里巴巴的客户。另外，公司的各种战略投资会给盈利造成短期压力。摩根大通认为，未来几个季度，阿里巴巴国内电商业务的个位数 GMV 增速和营收增速会是一个新常态。阿里巴巴的增长迷局。摩根大通预计，阿里巴巴的营收将在 2023 财年突破万亿，同时增速会逐年放缓。预计 2022 财年全年，阿里巴巴收入将达 9012 亿元，到 2023 财年，公司收入达到 10681 亿元，突破万亿元大关。阿里巴巴将来的增长重点在哪里？阿里云摩根大通预计阿里云可以继续飞速发展，到 2023 财年营收将占据总营收的一成。而阿里云也会成为阿里巴巴未来营收增长的重要引擎。以上。——————分割线——————<a target=\"_blank\" href=\"https://laohu8.com/U/3527667586584720\">@小虎综合资讯</a>","text":"十月初，当人们正在享受悠长的国庆假期，中概股的坚定信徒却是心慌慌：阿里美股股价狂跌至138.43 美元，创 2019 年 1 月以来的新低。不过自那以来，阿里股价触底反弹，现已回升到接近 170 美元的位置。 但是摩根大通认为，阿里巴巴仍有50%+的涨幅在研报中，摩根大通指出阿里巴巴股价被严重低估，并将最新目标价设定在 255 美元。夸张的是，这一价格较阿里 10 月 13 日收盘价高出了 52.3%，上涨空间巨大。具体来看，摩根大通对阿里巴巴最重要的电商业务采取 PE 估值法，给予 15 倍估值，对云计算和娱乐业务则采用 PS 估值法。摩根大通对于阿里巴巴的估值模型阿里巴巴将于 10 月 29 日发布 2022 财年 2 季度报。虽然摩根大通对阿里巴巴的业绩表示看好，但也提到未来几个季度需重点关注。首先，阿里巴巴庞大的用户基数和用户的高消费额给增长留出的空间有限。84% 的中国互联网用户都已经成为了阿里巴巴的客户。另外，公司的各种战略投资会给盈利造成短期压力。摩根大通认为，未来几个季度，阿里巴巴国内电商业务的个位数 GMV 增速和营收增速会是一个新常态。阿里巴巴的增长迷局。摩根大通预计，阿里巴巴的营收将在 2023 财年突破万亿，同时增速会逐年放缓。预计 2022 财年全年，阿里巴巴收入将达 9012 亿元，到 2023 财年，公司收入达到 10681 亿元，突破万亿元大关。阿里巴巴将来的增长重点在哪里？阿里云摩根大通预计阿里云可以继续飞速发展，到 2023 财年营收将占据总营收的一成。而阿里云也会成为阿里巴巴未来营收增长的重要引擎。以上。——————分割线——————@小虎综合资讯","images":[{"img":"https://static.tigerbbs.com/905f03f53f65e48bab0559d36bb7d761","width":"745","height":"411"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825894358","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895185799,"gmtCreate":1628728838311,"gmtModify":1633744802122,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895185799","repostId":"2158023621","repostType":2,"repost":{"id":"2158023621","kind":"news","pubTimestamp":1628721714,"share":"https://www.laohu8.com/m/news/2158023621?lang=zh_CN&edition=full","pubTime":"2021-08-12 06:41","market":"us","language":"zh","title":"违规操作？阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可，警方否认","url":"https://stock-news.laohu8.com/highlight/detail?id=2158023621","media":"快科技","summary":"8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。对于此事目前的进展，有媒体也总结了三大疑问：1、酒店称通报内容得到认可，警方否认亚朵酒店的工作人员称，警方已经认可他们的通报内容，也就是工作人员房卡操作未违规。济南市公安局宣传处工作人员也不予置评，强调以最终的警情通报为准。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>女员工遭上司、客户联合侵犯一事还在持续发酵，而且疑点重重，在最终警方通报之前，很多地方都掰扯不清。</p><p>该女员工称，其上司到酒店前台偷偷办了她的房卡，并四次进出她的房间，涉事酒店为亚朵轻居酒店，位于济南西站国际会展中心，背后的公司是上海亚朵商业管理（集团）有限公司。</p><p>8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。</p><p>对于此事目前的进展，有媒体也总结了三大疑问：</p><p>1、酒店称通报内容得到认可，警方否认</p><p><a href=\"https://laohu8.com/S/ATAT\">亚朵酒店</a>的工作人员称，警方已经认可他们的通报内容，也就是工作人员房卡操作未违规。</p><p>但是，济南市公安局的工作人员表示，现无官方渠道认可亚朵酒店操作未违规，相关情况会再核实。</p><p>济南市公安局民生警务热线也表示，济南市公安局槐荫区分局正在处理这个案件，还在核实相关情况，暂无可以对外披露的信息。</p><p>济南市公安局宣传处工作人员也不予置评，强调以最终的警情通报为准。</p><p>那么，酒店为什么要撒谎说已经得到认可？难道是心虚。</p><p>对此，酒店工作人员都拒绝直接回答，只是反复说：“不好意思，这个还处于调查阶段，相关细节无法对外披露。”</p><p>2、涉事女性已喝醉，在酒店能清醒吗？</p><p>据媒体报道，事件中就餐的餐厅是渔家灯火中海·环宇城店，餐厅工作人员也确认当时只有一名女性，而且在包间吃饭时已经醉酒。</p><p>涉事饭店到涉事酒店大约14公里，车程约为半小时，而在这么短的时间内，她能清醒过来，确认一位男性办理她的房卡吗？</p><p>而根据女员工的说法，她看过监控，当晚22点45分左右，王某文和商家女员工一起送她回酒店时，她是被架着回的房间，完全没有任何意识。</p><p>所以，酒店是如何获得一个醉酒之人的确认的？</p><p>3、阿里女员工称办理房卡时她根本不在现场</p><p>按照阿里女员工的自述，王某文第一次进入她的房间是和商家女员工一起的，但后者出来几分钟后，王某文才磨磨蹭蹭地离开，但在楼下经过一段时间的徘徊之后，又回到酒店前台，办了一张房卡，偷偷潜入了她的房间。</p><p>这样的话，王某文在办理房卡时，她还醉酒躺在房间内，根本不在前台，酒店是如何确认的？</p><p>很显然，无论真相如何，亚朵集团的声明、态度都不足以服众。</p><p>还是等待警方的最终正式通报吧。</p><p>原标题：阿里女员工房卡被上司拿到的3大疑问：喝醉了如何确认？</p></article></body></html>","source":"tencent","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>违规操作？阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可，警方否认</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; 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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违规操作？阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可，警方否认\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 06:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081206421379e0078b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴女员工遭上司、客户联合侵犯一事还在持续发酵，而且疑点重重，在最终警方通报之前，很多地方都掰扯不清。该女员工称，其上司到酒店前台偷偷办了她的房卡，并四次进出她的房间，涉事酒店为亚朵轻居酒店，位于济南西站国际会展中心，背后的公司是上海亚朵商业管理（集团）有限公司。8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。对于此事目前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081206421379e0078b&s=b\">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/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","ATAT":"亚朵","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081206421379e0078b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2158023621","content_text":"阿里巴巴女员工遭上司、客户联合侵犯一事还在持续发酵，而且疑点重重，在最终警方通报之前，很多地方都掰扯不清。该女员工称，其上司到酒店前台偷偷办了她的房卡，并四次进出她的房间，涉事酒店为亚朵轻居酒店，位于济南西站国际会展中心，背后的公司是上海亚朵商业管理（集团）有限公司。8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。对于此事目前的进展，有媒体也总结了三大疑问：1、酒店称通报内容得到认可，警方否认亚朵酒店的工作人员称，警方已经认可他们的通报内容，也就是工作人员房卡操作未违规。但是，济南市公安局的工作人员表示，现无官方渠道认可亚朵酒店操作未违规，相关情况会再核实。济南市公安局民生警务热线也表示，济南市公安局槐荫区分局正在处理这个案件，还在核实相关情况，暂无可以对外披露的信息。济南市公安局宣传处工作人员也不予置评，强调以最终的警情通报为准。那么，酒店为什么要撒谎说已经得到认可？难道是心虚。对此，酒店工作人员都拒绝直接回答，只是反复说：“不好意思，这个还处于调查阶段，相关细节无法对外披露。”2、涉事女性已喝醉，在酒店能清醒吗？据媒体报道，事件中就餐的餐厅是渔家灯火中海·环宇城店，餐厅工作人员也确认当时只有一名女性，而且在包间吃饭时已经醉酒。涉事饭店到涉事酒店大约14公里，车程约为半小时，而在这么短的时间内，她能清醒过来，确认一位男性办理她的房卡吗？而根据女员工的说法，她看过监控，当晚22点45分左右，王某文和商家女员工一起送她回酒店时，她是被架着回的房间，完全没有任何意识。所以，酒店是如何获得一个醉酒之人的确认的？3、阿里女员工称办理房卡时她根本不在现场按照阿里女员工的自述，王某文第一次进入她的房间是和商家女员工一起的，但后者出来几分钟后，王某文才磨磨蹭蹭地离开，但在楼下经过一段时间的徘徊之后，又回到酒店前台，办了一张房卡，偷偷潜入了她的房间。这样的话，王某文在办理房卡时，她还醉酒躺在房间内，根本不在前台，酒店是如何确认的？很显然，无论真相如何，亚朵集团的声明、态度都不足以服众。还是等待警方的最终正式通报吧。原标题：阿里女员工房卡被上司拿到的3大疑问：喝醉了如何确认？","news_type":1,"symbols_score_info":{"48477":0.6,"ATAT":0.7,"BABA":0.9,"QNETCN":0.6,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898853521,"gmtCreate":1628486378663,"gmtModify":1633746757242,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"S","listText":"S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898853521","repostId":"2158419040","repostType":2,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898853371,"gmtCreate":1628486353993,"gmtModify":1633746757364,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"S","listText":"S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898853371","repostId":"2158175411","repostType":2,"repost":{"id":"2158175411","kind":"news","pubTimestamp":1628473339,"share":"https://www.laohu8.com/m/news/2158175411?lang=zh_CN&edition=full","pubTime":"2021-08-09 09:42","market":"us","language":"zh","title":"港股异动 | 阿里巴巴-SW(09988)早盘跌超4% 凌晨公布“女员工被侵犯”处理决","url":"https://stock-news.laohu8.com/highlight/detail?id=2158175411","media":"金融界网站","summary":"智通财经APP获悉，阿里巴巴-SW(09988)早盘跌超4%，截止发稿，跌2.89%，报187.9港元，成交额9.07亿港元。 消息面上，今日凌晨，阿里巴巴董事会主席兼 CEO 张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：辞退涉嫌男员工永不录用，同城零售事业群总裁李永和（老鼎）和同城零售事业群 HRG 徐昆（丁冬）引咎辞职。","content":"<html><body><div><p> 智通财经APP获悉，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>(09988)早盘跌超4%，截止发稿，跌2.89%，报187.9港元，成交额9.07亿港元。</p><p> 消息面上，今日凌晨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>董事会主席兼 CEO 张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：辞退涉嫌男员工永不录用，同城零售事业群总裁李永和（老鼎）和同城零售事业群 HRG 徐昆（丁冬）引咎辞职。</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>港股异动 | 阿里巴巴-SW(09988)早盘跌超4% 凌晨公布“女员工被侵犯”处理决</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; 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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港股异动 | 阿里巴巴-SW(09988)早盘跌超4% 凌晨公布“女员工被侵犯”处理决\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 09:42 北京时间 <a href=http://hk.jrj.com.cn/2021/08/09094233224006.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，阿里巴巴-SW(09988)早盘跌超4%，截止发稿，跌2.89%，报187.9港元，成交额9.07亿港元。 消息面上，今日凌晨，阿里巴巴董事会主席兼 CEO 张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：辞退涉嫌男员工永不录用，同城零售事业群总裁李永和（老鼎）和同城零售事业群 HRG 徐昆（丁冬）引咎辞职。</p>\n\n<a href=\"http://hk.jrj.com.cn/2021/08/09094233224006.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/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W"},"source_url":"http://hk.jrj.com.cn/2021/08/09094233224006.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158175411","content_text":"智通财经APP获悉，阿里巴巴-SW(09988)早盘跌超4%，截止发稿，跌2.89%，报187.9港元，成交额9.07亿港元。 消息面上，今日凌晨，阿里巴巴董事会主席兼 CEO 张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：辞退涉嫌男员工永不录用，同城零售事业群总裁李永和（老鼎）和同城零售事业群 HRG 徐昆（丁冬）引咎辞职。","news_type":1,"symbols_score_info":{"QNETCN":0.6,"09988":1}},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898859169,"gmtCreate":1628486289451,"gmtModify":1633746758056,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087554330458830","authorIdStr":"4087554330458830"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898859169","repostId":"2158724411","repostType":2,"repost":{"id":"2158724411","kind":"live","pubTimestamp":1628484449,"share":"https://www.laohu8.com/m/news/2158724411?lang=zh_CN&edition=full","pubTime":"2021-08-09 12:47","market":"us","language":"zh","title":"阿里涉侵犯男员工曾到字节面试并通过一面？字节：核查后已终止","url":"https://stock-news.laohu8.com/highlight/detail?id=2158724411","media":"华尔街见闻","summary":"今日有社交平台传出，阿里巴巴涉侵犯男员工王成文（曲一）曾到字节跳动面试，并通过一面。有疑似字节跳动官方账号回应该帖称：“这名候选人确实在我司某岗位招聘流程当中，且通过第一轮初筛，面试时间在事件曝出之前","content":"<p>今日有社交平台传出，阿里巴巴涉侵犯男员工王成文（曲一）曾到字节跳动面试，并通过一面。有疑似字节跳动官方账号回应该帖称：“这名候选人确实在我司某岗位招聘流程当中，且通过第一轮初筛，面试时间在事件曝出之前，面试官和HR并不知情。在核查后，已经第一时间在人才库中备注，并无限期终止该候选人招聘流程。”针对上述消息，字节跳动回应全天候科技：属实。</p>\n<p><img src=\"https://static.tigerbbs.com/fa54550fcc79e5e93796d6439cc1f8cb\" tg-width=\"690\" tg-height=\"1493\" width=\"100%\" height=\"auto\"></p>","source":"live_wallstreetcn","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\" 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href=\"https://wallstreetcn.com/live/us-stock\">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/2958907307044929d330311c413c1a4f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/live/us-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2158724411","content_text":"今日有社交平台传出，阿里巴巴涉侵犯男员工王成文（曲一）曾到字节跳动面试，并通过一面。有疑似字节跳动官方账号回应该帖称：“这名候选人确实在我司某岗位招聘流程当中，且通过第一轮初筛，面试时间在事件曝出之前，面试官和HR并不知情。在核查后，已经第一时间在人才库中备注，并无限期终止该候选人招聘流程。”针对上述消息，字节跳动回应全天候科技：属实。","news_type":1,"symbols_score_info":{"BABA":0.9,"QNETCN":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":609163820,"gmtCreate":1638252920466,"gmtModify":1638252920466,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087554330458830","idStr":"4087554330458830"},"themes":[],"htmlText":"<a 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/>\n<title>阿里涉侵犯男员工曾到字节面试并通过一面？字节：核查后已终止</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{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里涉侵犯男员工曾到字节面试并通过一面？字节：核查后已终止\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 12:47 北京时间 <a href=https://wallstreetcn.com/live/us-stock><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日有社交平台传出，阿里巴巴涉侵犯男员工王成文（曲一）曾到字节跳动面试，并通过一面。有疑似字节跳动官方账号回应该帖称：“这名候选人确实在我司某岗位招聘流程当中，且通过第一轮初筛，面试时间在事件曝出之前，面试官和HR并不知情。在核查后，已经第一时间在人才库中备注，并无限期终止该候选人招聘流程。”针对上述消息，字节跳动回应全天候科技：属实。</p>\n\n<a href=\"https://wallstreetcn.com/live/us-stock\">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/2958907307044929d330311c413c1a4f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/live/us-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2158724411","content_text":"今日有社交平台传出，阿里巴巴涉侵犯男员工王成文（曲一）曾到字节跳动面试，并通过一面。有疑似字节跳动官方账号回应该帖称：“这名候选人确实在我司某岗位招聘流程当中，且通过第一轮初筛，面试时间在事件曝出之前，面试官和HR并不知情。在核查后，已经第一时间在人才库中备注，并无限期终止该候选人招聘流程。”针对上述消息，字节跳动回应全天候科技：属实。","news_type":1,"symbols_score_info":{"BABA":0.9,"QNETCN":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699620511,"gmtCreate":1639793879942,"gmtModify":1639793880074,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087554330458830","idStr":"4087554330458830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>会上吗","listText":"<a 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06:41","market":"us","language":"zh","title":"违规操作？阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可，警方否认","url":"https://stock-news.laohu8.com/highlight/detail?id=2158023621","media":"快科技","summary":"8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。对于此事目前的进展，有媒体也总结了三大疑问：1、酒店称通报内容得到认可，警方否认亚朵酒店的工作人员称，警方已经认可他们的通报内容，也就是工作人员房卡操作未违规。济南市公安局宣传处工作人员也不予置评，强调以最终的警情通报为准。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>女员工遭上司、客户联合侵犯一事还在持续发酵，而且疑点重重，在最终警方通报之前，很多地方都掰扯不清。</p><p>该女员工称，其上司到酒店前台偷偷办了她的房卡，并四次进出她的房间，涉事酒店为亚朵轻居酒店，位于济南西站国际会展中心，背后的公司是上海亚朵商业管理（集团）有限公司。</p><p>8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。</p><p>对于此事目前的进展，有媒体也总结了三大疑问：</p><p>1、酒店称通报内容得到认可，警方否认</p><p><a href=\"https://laohu8.com/S/ATAT\">亚朵酒店</a>的工作人员称，警方已经认可他们的通报内容，也就是工作人员房卡操作未违规。</p><p>但是，济南市公安局的工作人员表示，现无官方渠道认可亚朵酒店操作未违规，相关情况会再核实。</p><p>济南市公安局民生警务热线也表示，济南市公安局槐荫区分局正在处理这个案件，还在核实相关情况，暂无可以对外披露的信息。</p><p>济南市公安局宣传处工作人员也不予置评，强调以最终的警情通报为准。</p><p>那么，酒店为什么要撒谎说已经得到认可？难道是心虚。</p><p>对此，酒店工作人员都拒绝直接回答，只是反复说：“不好意思，这个还处于调查阶段，相关细节无法对外披露。”</p><p>2、涉事女性已喝醉，在酒店能清醒吗？</p><p>据媒体报道，事件中就餐的餐厅是渔家灯火中海·环宇城店，餐厅工作人员也确认当时只有一名女性，而且在包间吃饭时已经醉酒。</p><p>涉事饭店到涉事酒店大约14公里，车程约为半小时，而在这么短的时间内，她能清醒过来，确认一位男性办理她的房卡吗？</p><p>而根据女员工的说法，她看过监控，当晚22点45分左右，王某文和商家女员工一起送她回酒店时，她是被架着回的房间，完全没有任何意识。</p><p>所以，酒店是如何获得一个醉酒之人的确认的？</p><p>3、阿里女员工称办理房卡时她根本不在现场</p><p>按照阿里女员工的自述，王某文第一次进入她的房间是和商家女员工一起的，但后者出来几分钟后，王某文才磨磨蹭蹭地离开，但在楼下经过一段时间的徘徊之后，又回到酒店前台，办了一张房卡，偷偷潜入了她的房间。</p><p>这样的话，王某文在办理房卡时，她还醉酒躺在房间内，根本不在前台，酒店是如何确认的？</p><p>很显然，无论真相如何，亚朵集团的声明、态度都不足以服众。</p><p>还是等待警方的最终正式通报吧。</p><p>原标题：阿里女员工房卡被上司拿到的3大疑问：喝醉了如何确认？</p></article></body></html>","source":"tencent","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>违规操作？阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可，警方否认</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; 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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违规操作？阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可，警方否认\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 06:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081206421379e0078b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴女员工遭上司、客户联合侵犯一事还在持续发酵，而且疑点重重，在最终警方通报之前，很多地方都掰扯不清。该女员工称，其上司到酒店前台偷偷办了她的房卡，并四次进出她的房间，涉事酒店为亚朵轻居酒店，位于济南西站国际会展中心，背后的公司是上海亚朵商业管理（集团）有限公司。8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。对于此事目前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081206421379e0078b&s=b\">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/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","ATAT":"亚朵","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081206421379e0078b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2158023621","content_text":"阿里巴巴女员工遭上司、客户联合侵犯一事还在持续发酵，而且疑点重重，在最终警方通报之前，很多地方都掰扯不清。该女员工称，其上司到酒店前台偷偷办了她的房卡，并四次进出她的房间，涉事酒店为亚朵轻居酒店，位于济南西站国际会展中心，背后的公司是上海亚朵商业管理（集团）有限公司。8月11日，亚朵集团发布声明称，前台工作人员是在得到该女士确认的情况下，按照同住手续给该男士办理的房卡，不存在违规操作。对于此事目前的进展，有媒体也总结了三大疑问：1、酒店称通报内容得到认可，警方否认亚朵酒店的工作人员称，警方已经认可他们的通报内容，也就是工作人员房卡操作未违规。但是，济南市公安局的工作人员表示，现无官方渠道认可亚朵酒店操作未违规，相关情况会再核实。济南市公安局民生警务热线也表示，济南市公安局槐荫区分局正在处理这个案件，还在核实相关情况，暂无可以对外披露的信息。济南市公安局宣传处工作人员也不予置评，强调以最终的警情通报为准。那么，酒店为什么要撒谎说已经得到认可？难道是心虚。对此，酒店工作人员都拒绝直接回答，只是反复说：“不好意思，这个还处于调查阶段，相关细节无法对外披露。”2、涉事女性已喝醉，在酒店能清醒吗？据媒体报道，事件中就餐的餐厅是渔家灯火中海·环宇城店，餐厅工作人员也确认当时只有一名女性，而且在包间吃饭时已经醉酒。涉事饭店到涉事酒店大约14公里，车程约为半小时，而在这么短的时间内，她能清醒过来，确认一位男性办理她的房卡吗？而根据女员工的说法，她看过监控，当晚22点45分左右，王某文和商家女员工一起送她回酒店时，她是被架着回的房间，完全没有任何意识。所以，酒店是如何获得一个醉酒之人的确认的？3、阿里女员工称办理房卡时她根本不在现场按照阿里女员工的自述，王某文第一次进入她的房间是和商家女员工一起的，但后者出来几分钟后，王某文才磨磨蹭蹭地离开，但在楼下经过一段时间的徘徊之后，又回到酒店前台，办了一张房卡，偷偷潜入了她的房间。这样的话，王某文在办理房卡时，她还醉酒躺在房间内，根本不在前台，酒店是如何确认的？很显然，无论真相如何，亚朵集团的声明、态度都不足以服众。还是等待警方的最终正式通报吧。原标题：阿里女员工房卡被上司拿到的3大疑问：喝醉了如何确认？","news_type":1,"symbols_score_info":{"48477":0.6,"ATAT":0.7,"BABA":0.9,"QNETCN":0.6,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606789698,"gmtCreate":1638927928012,"gmtModify":1638927928117,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087554330458830","idStr":"4087554330458830"},"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/606789698","repostId":"1111976023","repostType":4,"repost":{"id":"1111976023","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1638924337,"share":"https://www.laohu8.com/m/news/1111976023?lang=zh_CN&edition=full","pubTime":"2021-12-08 08:45","market":"sh","language":"zh","title":"北向资金动向盘点：狂买金融股，风格已变","url":"https://stock-news.laohu8.com/highlight/detail?id=1111976023","media":"Wind万得","summary":"根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。\n\n信心增","content":"<p>根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/941261137b54cd4d07457dcee5d34a6d\" tg-width=\"796\" tg-height=\"475\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd5b75e5a80b798fd5b7ef9edd6c344d\" tg-width=\"704\" tg-height=\"1135\" referrerpolicy=\"no-referrer\"></p>\n<p>信心增强</p>\n<p>12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。</p>\n<p>从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。</p>\n<p>中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。</p>\n<p><img src=\"https://static.tigerbbs.com/6f95855f02b56f30eb62ad122dcc4f50\" tg-width=\"796\" tg-height=\"696\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7b7288bfb10593807384bb6e87c46194\" tg-width=\"796\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>重点行业：银行、非银</p>\n<p>Wind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。</p>\n<p>12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。</p>\n<p>净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。</p>\n<p><img src=\"https://static.tigerbbs.com/1d2d361011541544272628439ee81698\" tg-width=\"796\" tg-height=\"1574\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d78e12b63e5c786303adb1e21585a58a\" tg-width=\"796\" tg-height=\"1563\" referrerpolicy=\"no-referrer\"></p>\n<p>重点个股：<a href=\"https://laohu8.com/S/601318\">中国平安</a></p>\n<p>个股方面，当日北向资金净买入金额前五的个股是：<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>；净卖出金额前五的个股：<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>。</p>\n<p>净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。</p>\n<p>净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。</p>\n<p>增减持比例变动方面，中杨杰科技、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。</p>\n<p><img src=\"https://static.tigerbbs.com/5f67789e97c29949f9e7cc3ff0707e49\" tg-width=\"796\" tg-height=\"1557\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c36836fa9dac20250bdc30caf8272b5\" tg-width=\"796\" tg-height=\"1571\" referrerpolicy=\"no-referrer\"></p>\n<p>（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）</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>北向资金动向盘点：狂买金融股，风格已变</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北向资金动向盘点：狂买金融股，风格已变\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-08 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/941261137b54cd4d07457dcee5d34a6d\" tg-width=\"796\" tg-height=\"475\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd5b75e5a80b798fd5b7ef9edd6c344d\" tg-width=\"704\" tg-height=\"1135\" referrerpolicy=\"no-referrer\"></p>\n<p>信心增强</p>\n<p>12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。</p>\n<p>从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。</p>\n<p>中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。</p>\n<p><img src=\"https://static.tigerbbs.com/6f95855f02b56f30eb62ad122dcc4f50\" tg-width=\"796\" tg-height=\"696\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7b7288bfb10593807384bb6e87c46194\" tg-width=\"796\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>重点行业：银行、非银</p>\n<p>Wind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。</p>\n<p>12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。</p>\n<p>净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。</p>\n<p><img src=\"https://static.tigerbbs.com/1d2d361011541544272628439ee81698\" tg-width=\"796\" tg-height=\"1574\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d78e12b63e5c786303adb1e21585a58a\" tg-width=\"796\" tg-height=\"1563\" referrerpolicy=\"no-referrer\"></p>\n<p>重点个股：<a href=\"https://laohu8.com/S/601318\">中国平安</a></p>\n<p>个股方面，当日北向资金净买入金额前五的个股是：<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>；净卖出金额前五的个股：<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>。</p>\n<p>净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。</p>\n<p>净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。</p>\n<p>增减持比例变动方面，中杨杰科技、<a href=\"https://laohu8.com/S/002756\">永兴材料</a>等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。</p>\n<p><img src=\"https://static.tigerbbs.com/5f67789e97c29949f9e7cc3ff0707e49\" tg-width=\"796\" tg-height=\"1557\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8c36836fa9dac20250bdc30caf8272b5\" tg-width=\"796\" tg-height=\"1571\" referrerpolicy=\"no-referrer\"></p>\n<p>（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111976023","content_text":"根据港交所公布的最新2282只沪深港通标的持股情况，12月7日，北向资金买入667.4亿元，卖出587.9亿元，总体净买入79.5亿元。截至当日收盘，北向资金总持仓市值约26669.9亿元。\n\n信心增强\n12月7日，北向资金全天持续净买入，峰值出现在收盘前，最高接近90亿元。\n从具体的交易细节来看，买入成交额由前一日的578亿元放大至667亿元，这是净买入的主要原因。\n中国央行的降准， 以及高层稳经济的表述，让北向资金对A股未来有较强信心。\n\n重点行业：银行、非银\nWind通过统计分析发现，从行业角度来观察，12月7日，北向资金净买入前五的行业有：银行、非银、机械、家电、房地产；净卖出金额靠前的行业有：电力设备新能源、有色金属、消费者服务、医药、电力及公用事业。\n12月7日，北向进攻的方向仍然锁定在金融股，非银、银行两个行业分别净买25.5、20.4亿元，合计净买45.9亿元，与当日净买总额比值为0.58：1，连续大笔金额的净增持表明北向资金内部对行业配置看法有根本性转变，即由高估值切换为低估值，由进攻转为防守，由成长、消费轮动转为大金融。\n净卖方面，电力设备新能源仍是净卖出，但净卖金额已经很小。表明，北向资金在目前的位置，虽然不再加仓新能源，但也没有整体大幅减仓的冲动。\n\n重点个股：中国平安\n个股方面，当日北向资金净买入金额前五的个股是：中国平安、招商银行、中信证券、韦尔股份、兴业银行；净卖出金额前五的个股：中国铝业、宁德时代、东山精密、比亚迪、中国中免。\n净买Top20方面， 金融股连续第二日获得北向大额净买入。金融股占据了当日前十名的五席，且前三名都是都是金融股。北向一夜之间，全面转向低估值的金融板块。\n净卖Top20方面，行业主线开始变得清晰，电力设备新能源个股集中上榜，此前持续增仓的宁德时代，转变为持续减仓。高估值是任何一个板块都无法克服的障碍。\n增减持比例变动方面，中杨杰科技、永兴材料等增持金额较大，比例较高；东山精密、东方日升等减持金额较大，比例较高。\n\n（注：《北向资金动向盘点》系列稿件依据港交所每日晚间公布的全量沪深港通持股数据测算，行业、个股增减持金额为估算数据，本文不保证其与真实交易数据之间的完全匹配。经与港交所公布的十大活跃个股交易数据对比，估算数据误差极小。此外，本文亦不构成任何投资建议。）","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824377621,"gmtCreate":1634285685963,"gmtModify":1634285685963,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087554330458830","idStr":"4087554330458830"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824377621","repostId":"825894358","repostType":1,"repost":{"id":825894358,"gmtCreate":1634215373012,"gmtModify":1634223716164,"author":{"id":"3469666730588285","authorId":"3469666730588285","name":"东升投研","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3469666730588285","idStr":"3469666730588285"},"themes":[],"title":"阿里巴巴还可以再涨50%？","htmlText":"十月初，当人们正在享受悠长的国庆假期，中概股的坚定信徒却是心慌慌：阿里美股股价狂跌至138.43 美元，创 2019 年 1 月以来的新低。不过自那以来，阿里股价触底反弹，现已回升到接近 170 美元的位置。 但是摩根大通认为，阿里巴巴仍有50%+的涨幅在研报中，摩根大通指出阿里巴巴股价被严重低估，并将最新目标价设定在 255 美元。夸张的是，这一价格较阿里 10 月 13 日收盘价高出了 52.3%，上涨空间巨大。具体来看，摩根大通对阿里巴巴最重要的电商业务采取 PE 估值法，给予 15 倍估值，对云计算和娱乐业务则采用 PS 估值法。摩根大通对于阿里巴巴的估值模型阿里巴巴将于 10 月 29 日发布 2022 财年 2 季度报。虽然摩根大通对阿里巴巴的业绩表示看好，但也提到未来几个季度需重点关注。首先，阿里巴巴庞大的用户基数和用户的高消费额给增长留出的空间有限。84% 的中国互联网用户都已经成为了阿里巴巴的客户。另外，公司的各种战略投资会给盈利造成短期压力。摩根大通认为，未来几个季度，阿里巴巴国内电商业务的个位数 GMV 增速和营收增速会是一个新常态。阿里巴巴的增长迷局。摩根大通预计，阿里巴巴的营收将在 2023 财年突破万亿，同时增速会逐年放缓。预计 2022 财年全年，阿里巴巴收入将达 9012 亿元，到 2023 财年，公司收入达到 10681 亿元，突破万亿元大关。阿里巴巴将来的增长重点在哪里？阿里云摩根大通预计阿里云可以继续飞速发展，到 2023 财年营收将占据总营收的一成。而阿里云也会成为阿里巴巴未来营收增长的重要引擎。以上。——————分割线——————<a target=\"_blank\" href=\"https://laohu8.com/U/3527667586584720\">@小虎综合资讯</a>","listText":"十月初，当人们正在享受悠长的国庆假期，中概股的坚定信徒却是心慌慌：阿里美股股价狂跌至138.43 美元，创 2019 年 1 月以来的新低。不过自那以来，阿里股价触底反弹，现已回升到接近 170 美元的位置。 但是摩根大通认为，阿里巴巴仍有50%+的涨幅在研报中，摩根大通指出阿里巴巴股价被严重低估，并将最新目标价设定在 255 美元。夸张的是，这一价格较阿里 10 月 13 日收盘价高出了 52.3%，上涨空间巨大。具体来看，摩根大通对阿里巴巴最重要的电商业务采取 PE 估值法，给予 15 倍估值，对云计算和娱乐业务则采用 PS 估值法。摩根大通对于阿里巴巴的估值模型阿里巴巴将于 10 月 29 日发布 2022 财年 2 季度报。虽然摩根大通对阿里巴巴的业绩表示看好，但也提到未来几个季度需重点关注。首先，阿里巴巴庞大的用户基数和用户的高消费额给增长留出的空间有限。84% 的中国互联网用户都已经成为了阿里巴巴的客户。另外，公司的各种战略投资会给盈利造成短期压力。摩根大通认为，未来几个季度，阿里巴巴国内电商业务的个位数 GMV 增速和营收增速会是一个新常态。阿里巴巴的增长迷局。摩根大通预计，阿里巴巴的营收将在 2023 财年突破万亿，同时增速会逐年放缓。预计 2022 财年全年，阿里巴巴收入将达 9012 亿元，到 2023 财年，公司收入达到 10681 亿元，突破万亿元大关。阿里巴巴将来的增长重点在哪里？阿里云摩根大通预计阿里云可以继续飞速发展，到 2023 财年营收将占据总营收的一成。而阿里云也会成为阿里巴巴未来营收增长的重要引擎。以上。——————分割线——————<a target=\"_blank\" href=\"https://laohu8.com/U/3527667586584720\">@小虎综合资讯</a>","text":"十月初，当人们正在享受悠长的国庆假期，中概股的坚定信徒却是心慌慌：阿里美股股价狂跌至138.43 美元，创 2019 年 1 月以来的新低。不过自那以来，阿里股价触底反弹，现已回升到接近 170 美元的位置。 但是摩根大通认为，阿里巴巴仍有50%+的涨幅在研报中，摩根大通指出阿里巴巴股价被严重低估，并将最新目标价设定在 255 美元。夸张的是，这一价格较阿里 10 月 13 日收盘价高出了 52.3%，上涨空间巨大。具体来看，摩根大通对阿里巴巴最重要的电商业务采取 PE 估值法，给予 15 倍估值，对云计算和娱乐业务则采用 PS 估值法。摩根大通对于阿里巴巴的估值模型阿里巴巴将于 10 月 29 日发布 2022 财年 2 季度报。虽然摩根大通对阿里巴巴的业绩表示看好，但也提到未来几个季度需重点关注。首先，阿里巴巴庞大的用户基数和用户的高消费额给增长留出的空间有限。84% 的中国互联网用户都已经成为了阿里巴巴的客户。另外，公司的各种战略投资会给盈利造成短期压力。摩根大通认为，未来几个季度，阿里巴巴国内电商业务的个位数 GMV 增速和营收增速会是一个新常态。阿里巴巴的增长迷局。摩根大通预计，阿里巴巴的营收将在 2023 财年突破万亿，同时增速会逐年放缓。预计 2022 财年全年，阿里巴巴收入将达 9012 亿元，到 2023 财年，公司收入达到 10681 亿元，突破万亿元大关。阿里巴巴将来的增长重点在哪里？阿里云摩根大通预计阿里云可以继续飞速发展，到 2023 财年营收将占据总营收的一成。而阿里云也会成为阿里巴巴未来营收增长的重要引擎。以上。——————分割线——————@小虎综合资讯","images":[{"img":"https://static.tigerbbs.com/905f03f53f65e48bab0559d36bb7d761","width":"745","height":"411"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825894358","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898853521,"gmtCreate":1628486378663,"gmtModify":1633746757242,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087554330458830","idStr":"4087554330458830"},"themes":[],"htmlText":"S","listText":"S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898853521","repostId":"2158419040","repostType":2,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898853371,"gmtCreate":1628486353993,"gmtModify":1633746757364,"author":{"id":"4087554330458830","authorId":"4087554330458830","name":"会上吗","avatar":"https://static.tigerbbs.com/2f955e41b711bb10a4cbbdd0d8ff5c14","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087554330458830","idStr":"4087554330458830"},"themes":[],"htmlText":"S","listText":"S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898853371","repostId":"2158175411","repostType":2,"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
