Tigerxie的个人主页 - 老虎社区

Tigerxie

Tigerxie

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IP属地：上海

50关注

5粉丝

1主题

0勋章

2024-04-27

Replying to @Tigerxie:卖了//@Tigerxie:巴菲特价值投资原则，让我避免了投资损失，例如阿里巴巴在几百美元买了，现在买入有它的基金。

2019-04-27

$浦发银行(600000)$ 好多公告都打不开

06-03

拿旧闻说事

新秀丽(01910.HK)遭摩根大通减持243.86万股

06-03

哪年的旧闻，居心何在

新秀丽(01910.HK)遭摩根大通减持243.86万股

05-04

文不对题啊

杨德龙：五粮液这一次突然有个让人意外的操作，估计白酒行业下周可能会有风险

01-12

错误太大了，哪里有63个多亿

腾讯控股斥资63.59亿港元 1月9日回购100万股

2025-11-04

早就减持了，现在才公布，太滞后

抱歉，原内容已删除

2025-08-22

张冠李戴，乱发消息，老虎实在是差

中国平安最新公告：上半年净利润248.7亿元同比下降3.9%

2025-07-04

$招商银行(600036)$ 股息实施公告打不开

2025-05-26

$新秀丽(01910)$ 新秀丽怎么不回购了

去老虎APP查看更多动态

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23:27","market":"us","language":"zh","title":"新秀丽(01910.HK)遭摩根大通减持243.86万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2640944575","media":"中金财经","summary":"格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，新秀丽(01910.HK)遭JPMorgan Chase & Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。","content":"<html><body><p>　　格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，<a href=\"https://laohu8.com/S/01910\">新秀丽</a>(01910.HK)遭JPMorgan Chase &amp; Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase &amp; Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。\r\n\r\n　　    \r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260602/32268033.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/ http://caiji.3g.cnfol.com/colect/202606/02/20260602182339.png?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"BK4582":"ESG ETF-MSCI","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","01910":"新秀丽","JPMO":"JPM期权收益策略ETF-YieldMax","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260602/32268033.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640944575","content_text":"格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，新秀丽(01910.HK)遭JPMorgan Chase & Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。","news_type":1,"symbols_score_info":{"JPMO":0.6,"JPO":0.6,"JPX":0.6,"01910":1.5,"PGF":1.5}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560544282257408,"gmtCreate":1777883410703,"gmtModify":1777883413094,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"文不对题啊","listText":"文不对题啊","text":"文不对题啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560544282257408","repostId":"2632603095","repostType":2,"repost":{"id":"2632603095","kind":"news","pubTimestamp":1777775760,"share":"https://www.laohu8.com/m/news/2632603095?lang=zh_CN&edition=full","pubTime":"2026-05-03 10:36","market":"sg","language":"zh","title":"杨德龙：五粮液这一次突然有个让人意外的操作，估计白酒行业下周可能会有风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2632603095","media":"睿见Economy","summary":"　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。大家都知道，现在白酒行业很低迷，特别是五粮液这一次突然有个让人意外的操作“咱们不好评价个别公司，但我估计白酒行业下周可能会有风险。”","content":"<html><body><div>\n<p> 专题：2026<a href=\"https://laohu8.com/S/000402\">金融街</a>智绘<a href=\"https://laohu8.com/S/603657\">春光</a>嘉年华</p>\n<p>　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260503/c54d-b354c375c5b4f6e42a70594a734262dd.png\"/><span></span></div>\n<p>　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。当时巴菲特在股东大会上正式宣布，年底会正式退休，将CEO职位交给格雷格·阿贝尔。“我当时就说，这会带来两个变化：第一，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦的股价会见顶下跌；第二，参会人数会逐年下降，最终可能只剩下几个股东。”</p>\n<p>　　为什么会有这样的变化？其实这就是“股神”巴菲特个人的魅力所在。去年巴菲特宣布退休后，周一股市就出现了暴跌，这其实也是市场对巴菲特个人投资能力的一种肯定。巴菲特以前曾幽默地说过：“如果哪一天媒体报道说我死了，结果伯克希尔·哈撒韦的股价大涨，那就尴尬了；股价大跌，才是对我真正的敬意。”</p>\n<p>　　从去年宣布退休到现在，伯克希尔的股价已经跌了20%多，而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数却创下了历史新高，大家其实已经用脚投票了。</p>\n<p>　　杨德龙认为，这次股价下跌的第一个重要原因，就是巴菲特溢价在逐步消失，不过目前还没有完全消失——因为巴菲特还担任董事长，现在每天都会去办公室上班。就算阿贝尔有自己的想法，想调整投资组合，他现在也不敢动，目前还处于“萧规曹随”的阶段，只要有重大决策，他肯定会先问问老爷子的看法。所以现在这个时代，巴菲特时代还没有完全结束，巴菲特溢价大概消失了一半，但还没有完全消失。</p>\n<p>　　我们都希望巴菲特能活到200岁，这样我们每年都能来参加股东大会。但如果有一天，巴菲特彻底不管公司业务，巴菲特溢价完全消失，那伯克希尔的股价可能还会有一波更大的下跌，这是必然的。</p>\n<p>　　在他看来，阿贝尔只是普通人，不是股神。打个比方，巴菲特已经是股神级别的人物，而阿贝尔更像是一位基金经理，而且是专注于行业投资的基金经理。让一位基金经理去讲投资哲学，确实是难为他了。</p>\n<p>　　巴菲特在今天大会开场的致辞中说，阿贝尔是他非常完美的继任者，这句话在一定程度上是为了安抚股东，同时也是为阿贝尔打气、站台，大家应该都能明白这一点。今天的股东大会，大家真正感觉到，这确实是伯克希尔·哈撒韦的股东大会——因为所有内容都围绕着公司的各项业务展开，更像是一场公司路演。</p>\n<p>　　“所以，我觉得这次股东大会大家心情低落很正常，和我的感觉一样。但只要巴菲特明年还能出现在会场，我就一定会来，也希望新浪能一直坚持办这场酒会，只要巴菲特还在。如果巴菲特不来了，那我肯定就不来了，来了也没什么意思。这就是股神巴菲特无法被替代的地方。”他说。</p>\n<p>　　杨德龙表示，巴菲特给我们带来的，最重要的是投资理念的改变，而不是具体的选股方法。</p>\n<p>　　谈到价值投资，杨德龙表示，2019年那一次，是和林园一起过来参加股东大会的。大家都知道，现在白酒行业很低迷，特别是<span><a href=\"https://laohu8.com/S/000858\">五粮液</a></span><span></span>这一次突然有个让人意外的操作“咱们不好评价个别公司，但我估计白酒行业下周可能会有风险。”他说。</p>\n<p>　　他提到，林园曾经问过他一个问题：“茅台股东大会，大家飞过去很方便，两个小时就到了，每年来很正常。但奥马哈太远了，你到现在估计还在倒时差吧？肯定困得不行。你前天晚上才到，飞了23个小时，中间还要经停旧金山，在机场凳子上坐了5个小时。来这里不仅没钱赚，还要花钱买机票，你去一次就够了，干嘛每年都来？”</p>\n<p>　　“我告诉他，每年来见巴菲特，并不是为了现场见这个人，而是希望借助巴菲特股东大会这场全球投资者的盛会，让大家再次相信价值投资。在A股市场，现在大家对价值投资已经产生了极大的质疑，特别是过去几年，很多所谓的价值投资者业绩很差，不少公募基金经理的业绩更是全军覆没。”他说。</p>\n<p>　　实际上，即使在美国，每5年巴菲特就会被质疑一次，从过去10年、过去20年的表现来看，伯克希尔·哈撒韦的股价全程跑输标普500。但到了熊市的时候，大家就会感慨：“巴菲特还是巴菲特。”因为那些曾经甚嚣尘上的投机者，那些“华尔街男孩”，最后都会崩盘——因为那些被乱炒的公司，最终都会跌回去。而在牛市的时候，很多人就会觉得巴菲特不过如此，一年收益还不到20%。</p>\n<p>　　过去几年，A股市场的价值投资理念受到了极大的冲击，现在甚至有人骂人都会说：“你是做价值投资的，你全家都是做价值投资的。”为什么？因为价值投资就意味着过去几年业绩很差。去年那些乱炒科技股的人，收益都翻倍了，甚至量化基金都占据了百亿私募的半壁江山，前十名里有七名是量化基金，价值投资连量化都打不过。</p>\n<p>　　他坦言，他这次来参加巴菲特股东大会，就是希望让大家明白：做价值投资，不能保证你短期赚钱，也不能让你一夜暴富，但能让你真正成为时间的朋友，通过时间的沉淀，实现财富的长期增长。</p>\n<p>　　巴菲特用61年的时间向我们证明，即使你的年化收益只有19.9%——虽然这个收益率很难做到，但只要你能长期稳定赚钱，最终的回报会非常惊人，达到6万倍。散户大多在牛市的时候炒科技股，一年翻倍的人很多，甚至一年翻三倍的都有，但等到熊市来临，你再看那些号称自己是股神的人，最后肯定会亏得底朝天，甚至爆仓。</p>\n<p>　　杨德龙谈到，只要巴菲特还在，阿贝尔就不会做错事，因为他一定会听老爷子的话。但如果有一天，巴菲特彻底不管公司了，或者百年之后，阿贝尔能不能克服人性的贪婪和恐惧，做到像巴菲特这样的投资水平，是有疑问的。这也是伯克希尔股价一路下跌的原因——股东们都会先卖掉股票观望，看看阿贝尔到底是下一个巴菲特，还是只是一个普通的投资经理。如果他只是普通的投资经理，那伯克希尔的巴菲特溢价，估计还会有很大幅度的下跌。</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李思阳 </p>\n</div></body></html>","source":"sina","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>杨德龙：五粮液这一次突然有个让人意外的操作，估计白酒行业下周可能会有风险</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n杨德龙：五粮液这一次突然有个让人意外的操作，估计白酒行业下周可能会有风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-03 10:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2026-05-03/doc-inhwqrik9023319.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2026金融街智绘春光嘉年华\n　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。\n\n　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。当时巴菲特在股东大会上正式宣布，年底会正式退休，将CEO职位交给格雷格·阿贝尔。“我当时就说，这会带来两个变化：第一，伯克希尔·哈撒韦的股价会见顶下跌；第二，参会人数...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2026-05-03/doc-inhwqrik9023319.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83189":"易方达白酒-R","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) 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\"AD\" (USDHDG) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1610":"ETF&股票定投概念","BK0175":"白马股","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","BK0164":"国企混改","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","000858":"五粮液","BK0196":"行业龙头","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-05-03/doc-inhwqrik9023319.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2632603095","content_text":"专题：2026金融街智绘春光嘉年华\n　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。\n\n　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。当时巴菲特在股东大会上正式宣布，年底会正式退休，将CEO职位交给格雷格·阿贝尔。“我当时就说，这会带来两个变化：第一，伯克希尔·哈撒韦的股价会见顶下跌；第二，参会人数会逐年下降，最终可能只剩下几个股东。”\n　　为什么会有这样的变化？其实这就是“股神”巴菲特个人的魅力所在。去年巴菲特宣布退休后，周一股市就出现了暴跌，这其实也是市场对巴菲特个人投资能力的一种肯定。巴菲特以前曾幽默地说过：“如果哪一天媒体报道说我死了，结果伯克希尔·哈撒韦的股价大涨，那就尴尬了；股价大跌，才是对我真正的敬意。”\n　　从去年宣布退休到现在，伯克希尔的股价已经跌了20%多，而标普500指数却创下了历史新高，大家其实已经用脚投票了。\n　　杨德龙认为，这次股价下跌的第一个重要原因，就是巴菲特溢价在逐步消失，不过目前还没有完全消失——因为巴菲特还担任董事长，现在每天都会去办公室上班。就算阿贝尔有自己的想法，想调整投资组合，他现在也不敢动，目前还处于“萧规曹随”的阶段，只要有重大决策，他肯定会先问问老爷子的看法。所以现在这个时代，巴菲特时代还没有完全结束，巴菲特溢价大概消失了一半，但还没有完全消失。\n　　我们都希望巴菲特能活到200岁，这样我们每年都能来参加股东大会。但如果有一天，巴菲特彻底不管公司业务，巴菲特溢价完全消失，那伯克希尔的股价可能还会有一波更大的下跌，这是必然的。\n　　在他看来，阿贝尔只是普通人，不是股神。打个比方，巴菲特已经是股神级别的人物，而阿贝尔更像是一位基金经理，而且是专注于行业投资的基金经理。让一位基金经理去讲投资哲学，确实是难为他了。\n　　巴菲特在今天大会开场的致辞中说，阿贝尔是他非常完美的继任者，这句话在一定程度上是为了安抚股东，同时也是为阿贝尔打气、站台，大家应该都能明白这一点。今天的股东大会，大家真正感觉到，这确实是伯克希尔·哈撒韦的股东大会——因为所有内容都围绕着公司的各项业务展开，更像是一场公司路演。\n　　“所以，我觉得这次股东大会大家心情低落很正常，和我的感觉一样。但只要巴菲特明年还能出现在会场，我就一定会来，也希望新浪能一直坚持办这场酒会，只要巴菲特还在。如果巴菲特不来了，那我肯定就不来了，来了也没什么意思。这就是股神巴菲特无法被替代的地方。”他说。\n　　杨德龙表示，巴菲特给我们带来的，最重要的是投资理念的改变，而不是具体的选股方法。\n　　谈到价值投资，杨德龙表示，2019年那一次，是和林园一起过来参加股东大会的。大家都知道，现在白酒行业很低迷，特别是五粮液这一次突然有个让人意外的操作“咱们不好评价个别公司，但我估计白酒行业下周可能会有风险。”他说。\n　　他提到，林园曾经问过他一个问题：“茅台股东大会，大家飞过去很方便，两个小时就到了，每年来很正常。但奥马哈太远了，你到现在估计还在倒时差吧？肯定困得不行。你前天晚上才到，飞了23个小时，中间还要经停旧金山，在机场凳子上坐了5个小时。来这里不仅没钱赚，还要花钱买机票，你去一次就够了，干嘛每年都来？”\n　　“我告诉他，每年来见巴菲特，并不是为了现场见这个人，而是希望借助巴菲特股东大会这场全球投资者的盛会，让大家再次相信价值投资。在A股市场，现在大家对价值投资已经产生了极大的质疑，特别是过去几年，很多所谓的价值投资者业绩很差，不少公募基金经理的业绩更是全军覆没。”他说。\n　　实际上，即使在美国，每5年巴菲特就会被质疑一次，从过去10年、过去20年的表现来看，伯克希尔·哈撒韦的股价全程跑输标普500。但到了熊市的时候，大家就会感慨：“巴菲特还是巴菲特。”因为那些曾经甚嚣尘上的投机者，那些“华尔街男孩”，最后都会崩盘——因为那些被乱炒的公司，最终都会跌回去。而在牛市的时候，很多人就会觉得巴菲特不过如此，一年收益还不到20%。\n　　过去几年，A股市场的价值投资理念受到了极大的冲击，现在甚至有人骂人都会说：“你是做价值投资的，你全家都是做价值投资的。”为什么？因为价值投资就意味着过去几年业绩很差。去年那些乱炒科技股的人，收益都翻倍了，甚至量化基金都占据了百亿私募的半壁江山，前十名里有七名是量化基金，价值投资连量化都打不过。\n　　他坦言，他这次来参加巴菲特股东大会，就是希望让大家明白：做价值投资，不能保证你短期赚钱，也不能让你一夜暴富，但能让你真正成为时间的朋友，通过时间的沉淀，实现财富的长期增长。\n　　巴菲特用61年的时间向我们证明，即使你的年化收益只有19.9%——虽然这个收益率很难做到，但只要你能长期稳定赚钱，最终的回报会非常惊人，达到6万倍。散户大多在牛市的时候炒科技股，一年翻倍的人很多，甚至一年翻三倍的都有，但等到熊市来临，你再看那些号称自己是股神的人，最后肯定会亏得底朝天，甚至爆仓。\n　　杨德龙谈到，只要巴菲特还在，阿贝尔就不会做错事，因为他一定会听老爷子的话。但如果有一天，巴菲特彻底不管公司了，或者百年之后，阿贝尔能不能克服人性的贪婪和恐惧，做到像巴菲特这样的投资水平，是有疑问的。这也是伯克希尔股价一路下跌的原因——股东们都会先卖掉股票观望，看看阿贝尔到底是下一个巴菲特，还是只是一个普通的投资经理。如果他只是普通的投资经理，那伯克希尔的巴菲特溢价，估计还会有很大幅度的下跌。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","news_type":1,"symbols_score_info":{"83189":1.5,"03189":1.5,"000858":1.5}},"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520821065744456,"gmtCreate":1768180088650,"gmtModify":1768180091161,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"错误太大了，哪里有63个多亿","listText":"错误太大了，哪里有63个多亿","text":"错误太大了，哪里有63个多亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520821065744456","repostId":"1158384730","repostType":2,"repost":{"id":"1158384730","kind":"news","weMediaInfo":{"introduction":"关注海外资本市场一手动态","home_visible":1,"media_name":"投资观察","id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1767972822,"share":"https://www.laohu8.com/m/news/1158384730?lang=zh_CN&edition=full","pubTime":"2026-01-09 23:33","market":"hk","language":"zh","title":"腾讯控股斥资63.59亿港元 1月9日回购100万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1158384730","media":"投资观察","summary":"根据香港交易所最新披露的文件，科技巨头腾讯控股于1月9日进行了大规模股份回购。该公司斥资约63.59亿港元，在公开市场购回100万股自家股票。\n此次回购行动彰显了管理层对公司长期价值与未来发展前景的坚定信心。通过减少市场流通股数，回购行为通常有助于提升每股收益，并向市场传递积极的信号。","content":"<p>根据香港交易所最新披露的文件，科技巨头腾讯控股于1月9日进行了大规模股份回购。该公司斥资约63.59亿港元，在公开市场购回100万股自家股票。</p>\n<p>此次回购行动彰显了管理层对公司长期价值与未来发展前景的坚定信心。通过减少市场流通股数，回购行为通常有助于提升每股收益，并向市场传递积极的信号。</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>腾讯控股斥资63.59亿港元 1月9日回购100万股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯控股斥资63.59亿港元 1月9日回购100万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资观察 </p>\n<p class=\"h-time\">2026-01-09 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>根据香港交易所最新披露的文件，科技巨头腾讯控股于1月9日进行了大规模股份回购。该公司斥资约63.59亿港元，在公开市场购回100万股自家股票。</p>\n<p>此次回购行动彰显了管理层对公司长期价值与未来发展前景的坚定信心。通过减少市场流通股数，回购行为通常有助于提升每股收益，并向市场传递积极的信号。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158384730","content_text":"根据香港交易所最新披露的文件，科技巨头腾讯控股于1月9日进行了大规模股份回购。该公司斥资约63.59亿港元，在公开市场购回100万股自家股票。\n此次回购行动彰显了管理层对公司长期价值与未来发展前景的坚定信心。通过减少市场流通股数，回购行为通常有助于提升每股收益，并向市场传递积极的信号。","news_type":1,"symbols_score_info":{"HTCD.SI":1,"TCHmain":1,"TCEHY":1,"00700":1}},"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496516958503760,"gmtCreate":1762242754357,"gmtModify":1762242756701,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"早就减持了，现在才公布，太滞后","listText":"早就减持了，现在才公布，太滞后","text":"早就减持了，现在才公布，太滞后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496516958503760","repostId":"2580220932","repostType":2,"repost":{"id":"2580220932","kind":"highlight","pubTimestamp":1762213022,"share":"https://www.laohu8.com/m/news/2580220932?lang=zh_CN&edition=full","pubTime":"2025-11-04 07:37","market":"fut","language":"zh","title":"新秀丽(01910.HK)遭Norges Bank减持125.16万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2580220932","media":"中金财经","summary":"格隆汇8月18日丨根据联交所最新权益披露资料显示，2025年8月12日，新秀丽遭Norges Bank在场内以每股均价15.8622港元减持125.16万股，涉资约1985.31万港元。　　减持后，Norges Bank最新持股数目为82,857,158股，持股比例由6.07%下降至5.98%。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。","content":"<html><body><p>　　格隆汇8月18日丨根据联交所最新权益披露资料显示，2025年8月12日，<a href=\"https://laohu8.com/S/01910\">新秀丽</a>(01910.HK)遭Norges Bank在场内以每股均价15.8622港元减持125.16万股，涉资约1985.31万港元。\r\n\r\n　　减持后，Norges Bank最新持股数目为82,857,158股，持股比例由6.07%下降至5.98%。\r\n\r\n　　    \r\n\r\n　　\r\n\r\n　　【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://sc.stock.cnfol.com/gushizhibo/20251104/31763782.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇8月18日丨根据联交所最新权益披露资料显示，2025年8月12日，新秀丽(01910.HK)遭Norges Bank在场内以每股均价15.8622港元减持125.16万股，涉资约1985.31万港元。\r\n\r\n　　减持后，Norges Bank最新持股数目为82,857,158股，持股比例由6.07%下降至5.98%。\r\n\r\n　　    \r\n\r\n　　\r\n\r\n　　【免责声明】本文仅代表作者本人...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20251104/31763782.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/ http://caiji.3g.cnfol.com/colect/202511/04/20251104947904.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","01910":"新秀丽","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) 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SGD"},"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251104/31763782.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580220932","content_text":"格隆汇8月18日丨根据联交所最新权益披露资料显示，2025年8月12日，新秀丽(01910.HK)遭Norges Bank在场内以每股均价15.8622港元减持125.16万股，涉资约1985.31万港元。\r\n\r\n　　减持后，Norges Bank最新持股数目为82,857,158股，持股比例由6.07%下降至5.98%。\r\n\r\n　　    \r\n\r\n　　\r\n\r\n　　【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com","news_type":1,"symbols_score_info":{"01910":1.5}},"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470389859185016,"gmtCreate":1755872098377,"gmtModify":1755872100245,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"张冠李戴，乱发消息，老虎实在是差","listText":"张冠李戴，乱发消息，老虎实在是差","text":"张冠李戴，乱发消息，老虎实在是差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470389859185016","repostId":"2561766914","repostType":2,"repost":{"id":"2561766914","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1755860959,"share":"https://www.laohu8.com/m/news/2561766914?lang=zh_CN&edition=full","pubTime":"2025-08-22 19:09","market":"hk","language":"zh","title":"中国平安最新公告：上半年净利润248.7亿元 同比下降3.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2561766914","media":"证券之星","summary":"中国平安(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","content":"<html><body><p><a href=\"https://laohu8.com/S/601318\">中国平安</a>(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>","source":"stockstar","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>中国平安最新公告：上半年净利润248.7亿元 同比下降3.9%</title>\n<style 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href=\"https://laohu8.com/S/601318\">中国平安</a>(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601318":"中国平安","02318":"中国平安"},"source_url":"https://stock.stockstar.com/RB2025082200038082.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2561766914","content_text":"中国平安(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","news_type":1,"symbols_score_info":{"601318":1,"02318":1,"PAImain":1}},"isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452845518164560,"gmtCreate":1751583164866,"gmtModify":1751583166040,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"<a 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新秀丽怎么不回购了","text":"$新秀丽(01910)$ 新秀丽怎么不回购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439231141769672","isVote":1,"tweetType":1,"viewCount":22465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353999899988184,"gmtCreate":1727443018784,"gmtModify":1727443020831,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"昆明","listText":"昆明","text":"昆明","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353999899988184","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329154132168920,"gmtCreate":1721390340302,"gmtModify":1721390342264,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"低调一点好","listText":"低调一点好","text":"低调一点好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329154132168920","repostId":"2452921140","repostType":2,"repost":{"id":"2452921140","kind":"news","pubTimestamp":1721170320,"share":"https://www.laohu8.com/m/news/2452921140?lang=zh_CN&edition=full","pubTime":"2024-07-17 06:52","market":"us","language":"zh","title":"回国的马云，消失的张勇","url":"https://stock-news.laohu8.com/highlight/detail?id=2452921140","media":"澎湃新闻","summary":"去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。","content":"<div>\n<p>原创 叶二 AI蓝媒汇作者 | 叶二 编辑 | 魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&s=b\">网页链接</a>\n\n</div>\n","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 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魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4565":"NFT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4505":"高瓴资本持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1046421795.USD":"富达环球科技A-ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4524":"宅经济概念","BK4220":"综合零售","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) 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魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至已经在主流视野中消失了392天。就在一年前的6月20日，那一天，马云现身阿里云园区，同样现场热闹非凡，同样气氛欢快与祥和，只是彼时的马云有张勇作陪，二人喝着咖啡，边走边聊，满面容。对了，咖啡还是张勇请的。只是没人会预料到，这会是风清扬与逍遥子在公开场合中的最后一张合影，也是张勇最后一次在公开场合中露面。自此之后，江湖中张勇便接近“神隐”。甚至当下市场一提起张勇，率先想到的就不是阿里的张勇了，而是那个哪咤的张勇，时不时被周鸿祎耳提面命的张勇。终归逍遥子不是风清扬。马云可以在阿里需要他的任何时刻回到阿里主持大局，但对于现在的阿里来说，张勇已经是过去时了，彻彻底底的。关于阿里，一言不发张勇的最新身份，是晨壹基金合伙人。今年3月，晨壹投资宣布张勇将加盟晨壹基金，张勇将和创始人刘晓丹共同担任管理合伙人，携手探索并购基金新未来。后者，在业内有着“并购女王”之称。这是张勇的新去向，但未必就是张勇此前所设想的。在他原本规划的轨道中，2024年的他，正带着阿里云征战AIGC时代。通义千问的产品迭代、阿里云AI基建生态战略等等发布，以及各大高规格智能产业盛会，张勇都将代表着阿里云，出席在公众场合中，为自家大模型站台代言，正如去年4月通义千问首次发布时那样。但一切总有变数。去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。按照当时规划，张勇从集团退下来之后，将专职担任阿里云智能集团董事长兼CEO，专注阿里云的发展。此次调整，在当时的业内看来，是张勇主导了阿里“1+6+N”组织变革后的以身作则，其回归到一个创业者的状态再出发，作为阿里云CEO最先走入了变革后的新角色。市场既看到了张勇的退让，同时也看到了张勇的冲劲儿。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。但正当所有人都认为，张勇将在阿里云上大干一番事业之时，命运的轨迹，突然就拐了个大弯。不到三个月后，阿里宣布张勇卸任阿里云董事长与CEO职务，该职务将由集团CEO吴泳铭兼任。不仅是业内，甚至阿里内部，也有不少声音对此次调整颇感意外。但无论如何，张勇长达16年的阿里一线生涯，在2023年走向终结。阿里留给张勇的有“面向未来的10亿美金科技基金”，还有那个史上第一个“功勋阿里人”的荣誉称号，以及蔡崇信在全员信中给出的“成绩斐然”的高度评价。而张勇，却是一言不发。于理，如此大厂，还是如此高位，临到末了，一言不发，连句类似场面话都没有，就此消失，这很不正常。一般而言，互联网大厂重要高管在人事变动时，当事双方都会进行表态，公司方面感谢过去付出，被调整当事人则表态在公司度过美妙时光，珍惜这段峥嵘岁月等等，以及彼此互相祝福之类的话术。于情，张勇在阿里度过了16年职业生涯，为其倾注了大量心血，并且与马云蔡崇信等阿里人都结下深厚友谊，但转身之时，一言不发，这很不正常。甚至在之后，关于阿里的一切，张勇都是一言不发。即便过去创造了双十一这一全球消费盛事、引领天猫推动品牌企业拥抱数字化大潮、带领阿里从PC时代跨越到无线时代等等功劳都被视而不见，反倒是不少声音认为其要为阿里这几年被拼多多冲击以至于节节败退而背锅，张勇仍然一言不发。总之，张勇就这么消失了。公开场合中，张勇再也没有抛头露面了。市场上有声音认为，张勇或许是心寒了，不满阿里对其的最终安排，不想附和，也不愿掺和阿里的事情；也有声音认为，阿里给的一笔10亿美金，可能就是给张勇的“分手费”，好聚好散，张勇，也就顺势选择“归隐”了。毕竟属于张勇的阿里时代，已经画上了休止符。过去一年，阿里推倒重来马云依然在阿里享有最高的影响力，但张勇在阿里的痕迹，则几近于无。除了交出阿里云CEO，退出阿里之外，就连张勇任上主导的组织变革，本质上，阿里也直接就推翻了。去年3月，张勇发布全员信《唯有自我变革，才能开创未来》，启动新一轮公司治理变革。从主题上看，就知道不仅兹事体大，也是迫在眉睫。根据方案，在阿里巴巴集团之下，将设立阿里云智能、淘宝天猫商业、本地生活、菜鸟、国际数字商业、大文娱等六大业务集团和多家业务公司。业务集团和业务公司将分别成立董事会，实行各业务集团和业务公司董事会领导下的CEO负责制，阿里巴巴集团则将全面实行控股公司管理。换言之，阿里将旗下所有业务版块全部转换成子公司的存在，由彼此各自经营，阿里集团进行控股。从资本市场运作上来看，这种有存在分拆上市的可能，从公司经营的角度上来看，也避免更多内耗。这是当时，张勇给阿里谋划的一条出路。也顺应该改革方案，六大业务集团CEO纷纷各领一摊，阿里云、盒马等也开始了分拆、募资、乃至上市准备等等动作。但很快，在张勇彻底退出阿里之后，一切均被叫停。去年11月，阿里云不再分拆。过去一段时间，阿里云推进的分拆、融资、拟上市等等进程，直接叫停了。同时，盒马首次公开募股计划暂缓，其正在评估确保成功推进项目实施和提升股东价值所必需的市场状况和其他因素。决定、执行、然后急刹、掉头，阿里这艘大船的前行方向，过去一年，是一变再变。甚至不仅是组织上，更是人事上。去年12月20日，阿里巴巴宣布，阿里巴巴集团CEO、淘天集团董事长吴泳铭兼任淘天集团CEO。自此，吴泳铭将同时担任阿里巴巴集团和淘天集团、阿里云智能集团三项CEO职务。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。集团CEO不仅依旧是大家长，甚至要比过去更加集权，牢牢掌握阿里的现金流与增长故事，一个是现在，一个是未来。当然，这与新任阿里CEO吴泳铭制定的“用户为先、AI驱动”核心战略有关。逍遥子有无相神功，东邪当然也有弹指神通，核心战略既然发生变化，相应的调整也自然也随之变化，此一时，彼一时也。至于收效，财报显示，2024年第一季度，阿里营收整体同比增长7%，其中淘宝天猫同比增长4%，阿里云同比增长3%。官方口径解读为，这证明了“用户为先、AI驱动”的战略方向和聚焦主业的投入策略见效，阿里正在重回增长轨道。就是资本市场上表现没太大起色。一个事实是，张勇从阿里CEO职位退出这一年内，拼多多实现了对阿里市值的反超。倒也没啥，毕竟马云对吴泳铭为代表的新管理层已经盖章点赞了。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。你看，马老师不偏心的。不过都无所谓，这些终究与张勇无关了。风清扬与逍遥子，曾经一起共患难，曾经一起度辉煌，多少传奇已成往事。2019年9月，随着马云泪洒杭州奥体中心宣告正式退休，张勇陪着马云耍起了摇滚，两人先是合唱了一首《怒放的生命》，然后便是You 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16:11","market":"sh","language":"zh","title":"中国海油将于6月7日召开股东大会，共审议11项议案","url":"https://stock-news.laohu8.com/highlight/detail?id=2435469686","media":"金融界","summary":"金融界5月15日消息，中国海油发布公告，将于2024年6月7日召开年度股东大会，网络投票同日进行。股权登记日为5月31日，当日收市后持有中国海油股票的投资者可以参与投票。","content":"<html><body><article><p>金融界5月15日消息，<a href=\"https://laohu8.com/S/600938\">中国海油</a>发布公告，将于2024年6月7日召开年度股东大会，网络投票同日进行。<span>股权登记日</span>为5月31日，当日收市后持有中国海油股票的投资者可以参与投票。</p><p>会议地点：香港金钟道八十八号太古广场香港JW<a 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240515161153876bbeda&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600938":"中国海油","BK0274":"油气开采","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) 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好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651523777","repostId":"1147500310","repostType":4,"isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373072136,"gmtCreate":1618807375625,"gmtModify":1618807375625,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"12调到16是下调吗？","listText":"12调到16是下调吗？","text":"12调到16是下调吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373072136","repostId":"2128669158","repostType":2,"repost":{"id":"2128669158","kind":"news","pubTimestamp":1618793339,"share":"https://www.laohu8.com/m/news/2128669158?lang=zh_CN&edition=full","pubTime":"2021-04-19 08:48","market":"sh","language":"zh","title":"神华(01088-HK)被高盛下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2128669158","media":"金融界","summary":"原标题：神华(01088-HK)被高盛下调目标价 来源：财华网【财华社讯】中国神华(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。　中国神华于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。","content":"<html><body><p>原标题：神华(01088-HK)被<a href=\"https://laohu8.com/S/GS\">高盛</a>下调目标价 来源：财华网</p><p>【财华社讯】<a href=\"https://laohu8.com/S/601088\">中国神华</a>(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。　</p><p><a href=\"https://laohu8.com/S/01088\">中国神华</a>于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。</p><p>2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。　</p></body></html>","source":"sina_symbol","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>神华(01088-HK)被高盛下调目标价</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{ 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-19/doc-ikmyaawc0468008.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：神华(01088-HK)被高盛下调目标价 来源：财华网【财华社讯】中国神华(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。　中国神华于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-19/doc-ikmyaawc0468008.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/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"01088":"中国神华"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-19/doc-ikmyaawc0468008.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128669158","content_text":"原标题：神华(01088-HK)被高盛下调目标价 来源：财华网【财华社讯】中国神华(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。　中国神华于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。","news_type":1,"symbols_score_info":{"01088":1}},"isVote":1,"tweetType":1,"viewCount":3828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328018872,"gmtCreate":1615474454596,"gmtModify":1703489640161,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"早该放开证券投资限制了","listText":"早该放开证券投资限制了","text":"早该放开证券投资限制了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328018872","repostId":"2112814352","repostType":2,"isVote":1,"tweetType":1,"viewCount":3861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":934788689,"gmtCreate":1574469985941,"gmtModify":1704728077953,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"75697449212232","idStr":"75697449212232"},"themes":[],"title":"","htmlText":"最伤的股票","listText":"最伤的股票","text":"最伤的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/934788689","repostId":"934461903","repostType":1,"repost":{"id":934461903,"gmtCreate":1574416009601,"gmtModify":1736263179717,"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":"【年度有奖活动】金韭菜奖提名啦！","htmlText":"请问，这一年有没有哪只股票让你踩坑。 请问，这一年有没有哪只票，伤你最深。 Ladies and 虎友们，这里是老虎社区年度【金韭菜奖】提名现场！只有那些伤你最深，你想骂街的票可以入选。 欢迎本文末尾留言2019你最受伤那只股票，OR让你变身韭菜的那个公司，一起选出2019老虎社区韭味十足的那些票。 高能预警：小虎将根据伤亡情形和回复精彩度，散发金韭菜奖安慰虎币大礼包一波。 【参与规则】 1，转发本贴至老虎社区； 2，在本贴评论区留言2019伤你最深那只票。 【活动时间】 即日起-12月12日 【特别说明】 • 严禁在帖子中互相辱骂 • 活动最终解释权归老虎社区所有 $(NIO)$$(PDD)$$(03690)$$(AAPL)$$(BABA)$$(TSLA)$$(01810)$$(SPY)$$(CAN)$$(00700)$$(JD)$","listText":"请问，这一年有没有哪只股票让你踩坑。 请问，这一年有没有哪只票，伤你最深。 Ladies and 虎友们，这里是老虎社区年度【金韭菜奖】提名现场！只有那些伤你最深，你想骂街的票可以入选。 欢迎本文末尾留言2019你最受伤那只股票，OR让你变身韭菜的那个公司，一起选出2019老虎社区韭味十足的那些票。 高能预警：小虎将根据伤亡情形和回复精彩度，散发金韭菜奖安慰虎币大礼包一波。 【参与规则】 1，转发本贴至老虎社区； 2，在本贴评论区留言2019伤你最深那只票。 【活动时间】 即日起-12月12日 【特别说明】 • 严禁在帖子中互相辱骂 • 活动最终解释权归老虎社区所有 $(NIO)$$(PDD)$$(03690)$$(AAPL)$$(BABA)$$(TSLA)$$(01810)$$(SPY)$$(CAN)$$(00700)$$(JD)$","text":"请问，这一年有没有哪只股票让你踩坑。 请问，这一年有没有哪只票，伤你最深。 Ladies and 虎友们，这里是老虎社区年度【金韭菜奖】提名现场！只有那些伤你最深，你想骂街的票可以入选。 欢迎本文末尾留言2019你最受伤那只股票，OR让你变身韭菜的那个公司，一起选出2019老虎社区韭味十足的那些票。 高能预警：小虎将根据伤亡情形和回复精彩度，散发金韭菜奖安慰虎币大礼包一波。 【参与规则】 1，转发本贴至老虎社区； 2，在本贴评论区留言2019伤你最深那只票。 【活动时间】 即日起-12月12日 【特别说明】 • 严禁在帖子中互相辱骂 • 活动最终解释权归老虎社区所有 $(NIO)$$(PDD)$$(03690)$$(AAPL)$$(BABA)$$(TSLA)$$(01810)$$(SPY)$$(CAN)$$(00700)$$(JD)$","images":[{"img":"https://static.tigerbbs.com/3e33f13573fe654a84891af44a6d3151"},{"img":"https://static.tigerbbs.com/2b18e4dcc99ab61903ffae0378aef39a"},{"img":"https://static.tigerbbs.com/695961f4928d6296a93c12eecd919819"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/934461903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":299691231785248,"gmtCreate":1714186316533,"gmtModify":1714186318902,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/75697449212232\">@Tigerxie</a>:卖了//<a href=\"https://laohu8.com/U/75697449212232\">@Tigerxie</a>:巴菲特价值投资原则，让我避免了投资损失，例如阿里巴巴在几百美元买了，现在买入有它的基金。","listText":"Replying to <a href=\"https://laohu8.com/U/75697449212232\">@Tigerxie</a>:卖了//<a href=\"https://laohu8.com/U/75697449212232\">@Tigerxie</a>:巴菲特价值投资原则，让我避免了投资损失，例如阿里巴巴在几百美元买了，现在买入有它的基金。","text":"Replying to @Tigerxie:卖了//@Tigerxie:巴菲特价值投资原则，让我避免了投资损失，例如阿里巴巴在几百美元买了，现在买入有它的基金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299691231785248","isVote":1,"tweetType":1,"viewCount":3691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909263003,"gmtCreate":1556351289602,"gmtModify":1704800558512,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"title":"","htmlText":"$浦发银行(600000)$ 好多公告都打不开","listText":"$浦发银行(600000)$ 好多公告都打不开","text":"$浦发银行(600000)$ 好多公告都打不开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/909263003","isVote":1,"tweetType":1,"viewCount":3590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571212326881360,"gmtCreate":1780480323768,"gmtModify":1780480868344,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"title":"","htmlText":"拿旧闻说事","listText":"拿旧闻说事","text":"拿旧闻说事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571212326881360","repostId":"2640944575","repostType":2,"repost":{"id":"2640944575","kind":"highlight","pubTimestamp":1780414028,"share":"https://www.laohu8.com/m/news/2640944575?lang=zh_CN&edition=full","pubTime":"2026-06-02 23:27","market":"us","language":"zh","title":"新秀丽(01910.HK)遭摩根大通减持243.86万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2640944575","media":"中金财经","summary":"格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，新秀丽(01910.HK)遭JPMorgan Chase & Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。","content":"<html><body><p>　　格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，<a href=\"https://laohu8.com/S/01910\">新秀丽</a>(01910.HK)遭JPMorgan Chase &amp; Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase &amp; Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。\r\n\r\n　　    \r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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新秀丽(01910.HK)遭摩根大通减持243.86万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-02 23:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushizhibo/20260602/32268033.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，新秀丽(01910.HK)遭JPMorgan Chase & Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260602/32268033.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/ http://caiji.3g.cnfol.com/colect/202606/02/20260602182339.png?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"BK4582":"ESG ETF-MSCI","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","01910":"新秀丽","JPMO":"JPM期权收益策略ETF-YieldMax","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity 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Income and Growth Cl AMg2 DIS USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","JPO":"JPM期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260602/32268033.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640944575","content_text":"格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，新秀丽(01910.HK)遭JPMorgan Chase & Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。","news_type":1,"symbols_score_info":{"JPMO":0.6,"JPO":0.6,"JPX":0.6,"01910":1.5,"PGF":1.5}},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571041504084480,"gmtCreate":1780438715728,"gmtModify":1780450476671,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"title":"","htmlText":"哪年的旧闻，居心何在","listText":"哪年的旧闻，居心何在","text":"哪年的旧闻，居心何在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571041504084480","repostId":"2640944575","repostType":2,"repost":{"id":"2640944575","kind":"highlight","pubTimestamp":1780414028,"share":"https://www.laohu8.com/m/news/2640944575?lang=zh_CN&edition=full","pubTime":"2026-06-02 23:27","market":"us","language":"zh","title":"新秀丽(01910.HK)遭摩根大通减持243.86万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2640944575","media":"中金财经","summary":"格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，新秀丽(01910.HK)遭JPMorgan Chase & Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。","content":"<html><body><p>　　格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，<a href=\"https://laohu8.com/S/01910\">新秀丽</a>(01910.HK)遭JPMorgan Chase &amp; Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase &amp; Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。\r\n\r\n　　    \r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260602/32268033.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/ http://caiji.3g.cnfol.com/colect/202606/02/20260602182339.png?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"BK4582":"ESG ETF-MSCI","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","01910":"新秀丽","JPMO":"JPM期权收益策略ETF-YieldMax","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260602/32268033.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640944575","content_text":"格隆汇9月27日丨根据联交所最新权益披露资料显示，2024年9月23日，新秀丽(01910.HK)遭JPMorgan Chase & Co.以每股均价18.54港元减持好仓243.86万股，涉资约4521.18万港元。\r\n\r\n　　减持后，JPMorgan Chase & Co.最新持好仓数目为99,391,212股，持好仓比例由7.09%下降至6.92%。","news_type":1,"symbols_score_info":{"JPMO":0.6,"JPO":0.6,"JPX":0.6,"01910":1.5,"PGF":1.5}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560544282257408,"gmtCreate":1777883410703,"gmtModify":1777883413094,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"title":"","htmlText":"文不对题啊","listText":"文不对题啊","text":"文不对题啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560544282257408","repostId":"2632603095","repostType":2,"repost":{"id":"2632603095","kind":"news","pubTimestamp":1777775760,"share":"https://www.laohu8.com/m/news/2632603095?lang=zh_CN&edition=full","pubTime":"2026-05-03 10:36","market":"sg","language":"zh","title":"杨德龙：五粮液这一次突然有个让人意外的操作，估计白酒行业下周可能会有风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2632603095","media":"睿见Economy","summary":"　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。大家都知道，现在白酒行业很低迷，特别是五粮液这一次突然有个让人意外的操作“咱们不好评价个别公司，但我估计白酒行业下周可能会有风险。”","content":"<html><body><div>\n<p> 专题：2026<a href=\"https://laohu8.com/S/000402\">金融街</a>智绘<a href=\"https://laohu8.com/S/603657\">春光</a>嘉年华</p>\n<p>　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260503/c54d-b354c375c5b4f6e42a70594a734262dd.png\"/><span></span></div>\n<p>　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。当时巴菲特在股东大会上正式宣布，年底会正式退休，将CEO职位交给格雷格·阿贝尔。“我当时就说，这会带来两个变化：第一，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦的股价会见顶下跌；第二，参会人数会逐年下降，最终可能只剩下几个股东。”</p>\n<p>　　为什么会有这样的变化？其实这就是“股神”巴菲特个人的魅力所在。去年巴菲特宣布退休后，周一股市就出现了暴跌，这其实也是市场对巴菲特个人投资能力的一种肯定。巴菲特以前曾幽默地说过：“如果哪一天媒体报道说我死了，结果伯克希尔·哈撒韦的股价大涨，那就尴尬了；股价大跌，才是对我真正的敬意。”</p>\n<p>　　从去年宣布退休到现在，伯克希尔的股价已经跌了20%多，而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数却创下了历史新高，大家其实已经用脚投票了。</p>\n<p>　　杨德龙认为，这次股价下跌的第一个重要原因，就是巴菲特溢价在逐步消失，不过目前还没有完全消失——因为巴菲特还担任董事长，现在每天都会去办公室上班。就算阿贝尔有自己的想法，想调整投资组合，他现在也不敢动，目前还处于“萧规曹随”的阶段，只要有重大决策，他肯定会先问问老爷子的看法。所以现在这个时代，巴菲特时代还没有完全结束，巴菲特溢价大概消失了一半，但还没有完全消失。</p>\n<p>　　我们都希望巴菲特能活到200岁，这样我们每年都能来参加股东大会。但如果有一天，巴菲特彻底不管公司业务，巴菲特溢价完全消失，那伯克希尔的股价可能还会有一波更大的下跌，这是必然的。</p>\n<p>　　在他看来，阿贝尔只是普通人，不是股神。打个比方，巴菲特已经是股神级别的人物，而阿贝尔更像是一位基金经理，而且是专注于行业投资的基金经理。让一位基金经理去讲投资哲学，确实是难为他了。</p>\n<p>　　巴菲特在今天大会开场的致辞中说，阿贝尔是他非常完美的继任者，这句话在一定程度上是为了安抚股东，同时也是为阿贝尔打气、站台，大家应该都能明白这一点。今天的股东大会，大家真正感觉到，这确实是伯克希尔·哈撒韦的股东大会——因为所有内容都围绕着公司的各项业务展开，更像是一场公司路演。</p>\n<p>　　“所以，我觉得这次股东大会大家心情低落很正常，和我的感觉一样。但只要巴菲特明年还能出现在会场，我就一定会来，也希望新浪能一直坚持办这场酒会，只要巴菲特还在。如果巴菲特不来了，那我肯定就不来了，来了也没什么意思。这就是股神巴菲特无法被替代的地方。”他说。</p>\n<p>　　杨德龙表示，巴菲特给我们带来的，最重要的是投资理念的改变，而不是具体的选股方法。</p>\n<p>　　谈到价值投资，杨德龙表示，2019年那一次，是和林园一起过来参加股东大会的。大家都知道，现在白酒行业很低迷，特别是<span><a href=\"https://laohu8.com/S/000858\">五粮液</a></span><span></span>这一次突然有个让人意外的操作“咱们不好评价个别公司，但我估计白酒行业下周可能会有风险。”他说。</p>\n<p>　　他提到，林园曾经问过他一个问题：“茅台股东大会，大家飞过去很方便，两个小时就到了，每年来很正常。但奥马哈太远了，你到现在估计还在倒时差吧？肯定困得不行。你前天晚上才到，飞了23个小时，中间还要经停旧金山，在机场凳子上坐了5个小时。来这里不仅没钱赚，还要花钱买机票，你去一次就够了，干嘛每年都来？”</p>\n<p>　　“我告诉他，每年来见巴菲特，并不是为了现场见这个人，而是希望借助巴菲特股东大会这场全球投资者的盛会，让大家再次相信价值投资。在A股市场，现在大家对价值投资已经产生了极大的质疑，特别是过去几年，很多所谓的价值投资者业绩很差，不少公募基金经理的业绩更是全军覆没。”他说。</p>\n<p>　　实际上，即使在美国，每5年巴菲特就会被质疑一次，从过去10年、过去20年的表现来看，伯克希尔·哈撒韦的股价全程跑输标普500。但到了熊市的时候，大家就会感慨：“巴菲特还是巴菲特。”因为那些曾经甚嚣尘上的投机者，那些“华尔街男孩”，最后都会崩盘——因为那些被乱炒的公司，最终都会跌回去。而在牛市的时候，很多人就会觉得巴菲特不过如此，一年收益还不到20%。</p>\n<p>　　过去几年，A股市场的价值投资理念受到了极大的冲击，现在甚至有人骂人都会说：“你是做价值投资的，你全家都是做价值投资的。”为什么？因为价值投资就意味着过去几年业绩很差。去年那些乱炒科技股的人，收益都翻倍了，甚至量化基金都占据了百亿私募的半壁江山，前十名里有七名是量化基金，价值投资连量化都打不过。</p>\n<p>　　他坦言，他这次来参加巴菲特股东大会，就是希望让大家明白：做价值投资，不能保证你短期赚钱，也不能让你一夜暴富，但能让你真正成为时间的朋友，通过时间的沉淀，实现财富的长期增长。</p>\n<p>　　巴菲特用61年的时间向我们证明，即使你的年化收益只有19.9%——虽然这个收益率很难做到，但只要你能长期稳定赚钱，最终的回报会非常惊人，达到6万倍。散户大多在牛市的时候炒科技股，一年翻倍的人很多，甚至一年翻三倍的都有，但等到熊市来临，你再看那些号称自己是股神的人，最后肯定会亏得底朝天，甚至爆仓。</p>\n<p>　　杨德龙谈到，只要巴菲特还在，阿贝尔就不会做错事，因为他一定会听老爷子的话。但如果有一天，巴菲特彻底不管公司了，或者百年之后，阿贝尔能不能克服人性的贪婪和恐惧，做到像巴菲特这样的投资水平，是有疑问的。这也是伯克希尔股价一路下跌的原因——股东们都会先卖掉股票观望，看看阿贝尔到底是下一个巴菲特，还是只是一个普通的投资经理。如果他只是普通的投资经理，那伯克希尔的巴菲特溢价，估计还会有很大幅度的下跌。</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李思阳 </p>\n</div></body></html>","source":"sina","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>杨德龙：五粮液这一次突然有个让人意外的操作，估计白酒行业下周可能会有风险</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n杨德龙：五粮液这一次突然有个让人意外的操作，估计白酒行业下周可能会有风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-03 10:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2026-05-03/doc-inhwqrik9023319.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2026金融街智绘春光嘉年华\n　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。\n\n　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。当时巴菲特在股东大会上正式宣布，年底会正式退休，将CEO职位交给格雷格·阿贝尔。“我当时就说，这会带来两个变化：第一，伯克希尔·哈撒韦的股价会见顶下跌；第二，参会人数...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2026-05-03/doc-inhwqrik9023319.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83189":"易方达白酒-R","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) 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\"AD\" (USDHDG) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1610":"ETF&股票定投概念","BK0175":"白马股","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","BK0164":"国企混改","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","000858":"五粮液","BK0196":"行业龙头","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-05-03/doc-inhwqrik9023319.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2632603095","content_text":"专题：2026金融街智绘春光嘉年华\n　　由新浪财经主办的“对话奥马哈·第十一届中美投资人酒会”于当地时间5月2日在美国内布拉斯加·奥马哈市举办。\n\n　　前海开源基金执行总经理杨德龙在演讲中表示，去年开股东大会的时候，他分享过一个观点。当时巴菲特在股东大会上正式宣布，年底会正式退休，将CEO职位交给格雷格·阿贝尔。“我当时就说，这会带来两个变化：第一，伯克希尔·哈撒韦的股价会见顶下跌；第二，参会人数会逐年下降，最终可能只剩下几个股东。”\n　　为什么会有这样的变化？其实这就是“股神”巴菲特个人的魅力所在。去年巴菲特宣布退休后，周一股市就出现了暴跌，这其实也是市场对巴菲特个人投资能力的一种肯定。巴菲特以前曾幽默地说过：“如果哪一天媒体报道说我死了，结果伯克希尔·哈撒韦的股价大涨，那就尴尬了；股价大跌，才是对我真正的敬意。”\n　　从去年宣布退休到现在，伯克希尔的股价已经跌了20%多，而标普500指数却创下了历史新高，大家其实已经用脚投票了。\n　　杨德龙认为，这次股价下跌的第一个重要原因，就是巴菲特溢价在逐步消失，不过目前还没有完全消失——因为巴菲特还担任董事长，现在每天都会去办公室上班。就算阿贝尔有自己的想法，想调整投资组合，他现在也不敢动，目前还处于“萧规曹随”的阶段，只要有重大决策，他肯定会先问问老爷子的看法。所以现在这个时代，巴菲特时代还没有完全结束，巴菲特溢价大概消失了一半，但还没有完全消失。\n　　我们都希望巴菲特能活到200岁，这样我们每年都能来参加股东大会。但如果有一天，巴菲特彻底不管公司业务，巴菲特溢价完全消失，那伯克希尔的股价可能还会有一波更大的下跌，这是必然的。\n　　在他看来，阿贝尔只是普通人，不是股神。打个比方，巴菲特已经是股神级别的人物，而阿贝尔更像是一位基金经理，而且是专注于行业投资的基金经理。让一位基金经理去讲投资哲学，确实是难为他了。\n　　巴菲特在今天大会开场的致辞中说，阿贝尔是他非常完美的继任者，这句话在一定程度上是为了安抚股东，同时也是为阿贝尔打气、站台，大家应该都能明白这一点。今天的股东大会，大家真正感觉到，这确实是伯克希尔·哈撒韦的股东大会——因为所有内容都围绕着公司的各项业务展开，更像是一场公司路演。\n　　“所以，我觉得这次股东大会大家心情低落很正常，和我的感觉一样。但只要巴菲特明年还能出现在会场，我就一定会来，也希望新浪能一直坚持办这场酒会，只要巴菲特还在。如果巴菲特不来了，那我肯定就不来了，来了也没什么意思。这就是股神巴菲特无法被替代的地方。”他说。\n　　杨德龙表示，巴菲特给我们带来的，最重要的是投资理念的改变，而不是具体的选股方法。\n　　谈到价值投资，杨德龙表示，2019年那一次，是和林园一起过来参加股东大会的。大家都知道，现在白酒行业很低迷，特别是五粮液这一次突然有个让人意外的操作“咱们不好评价个别公司，但我估计白酒行业下周可能会有风险。”他说。\n　　他提到，林园曾经问过他一个问题：“茅台股东大会，大家飞过去很方便，两个小时就到了，每年来很正常。但奥马哈太远了，你到现在估计还在倒时差吧？肯定困得不行。你前天晚上才到，飞了23个小时，中间还要经停旧金山，在机场凳子上坐了5个小时。来这里不仅没钱赚，还要花钱买机票，你去一次就够了，干嘛每年都来？”\n　　“我告诉他，每年来见巴菲特，并不是为了现场见这个人，而是希望借助巴菲特股东大会这场全球投资者的盛会，让大家再次相信价值投资。在A股市场，现在大家对价值投资已经产生了极大的质疑，特别是过去几年，很多所谓的价值投资者业绩很差，不少公募基金经理的业绩更是全军覆没。”他说。\n　　实际上，即使在美国，每5年巴菲特就会被质疑一次，从过去10年、过去20年的表现来看，伯克希尔·哈撒韦的股价全程跑输标普500。但到了熊市的时候，大家就会感慨：“巴菲特还是巴菲特。”因为那些曾经甚嚣尘上的投机者，那些“华尔街男孩”，最后都会崩盘——因为那些被乱炒的公司，最终都会跌回去。而在牛市的时候，很多人就会觉得巴菲特不过如此，一年收益还不到20%。\n　　过去几年，A股市场的价值投资理念受到了极大的冲击，现在甚至有人骂人都会说：“你是做价值投资的，你全家都是做价值投资的。”为什么？因为价值投资就意味着过去几年业绩很差。去年那些乱炒科技股的人，收益都翻倍了，甚至量化基金都占据了百亿私募的半壁江山，前十名里有七名是量化基金，价值投资连量化都打不过。\n　　他坦言，他这次来参加巴菲特股东大会，就是希望让大家明白：做价值投资，不能保证你短期赚钱，也不能让你一夜暴富，但能让你真正成为时间的朋友，通过时间的沉淀，实现财富的长期增长。\n　　巴菲特用61年的时间向我们证明，即使你的年化收益只有19.9%——虽然这个收益率很难做到，但只要你能长期稳定赚钱，最终的回报会非常惊人，达到6万倍。散户大多在牛市的时候炒科技股，一年翻倍的人很多，甚至一年翻三倍的都有，但等到熊市来临，你再看那些号称自己是股神的人，最后肯定会亏得底朝天，甚至爆仓。\n　　杨德龙谈到，只要巴菲特还在，阿贝尔就不会做错事，因为他一定会听老爷子的话。但如果有一天，巴菲特彻底不管公司了，或者百年之后，阿贝尔能不能克服人性的贪婪和恐惧，做到像巴菲特这样的投资水平，是有疑问的。这也是伯克希尔股价一路下跌的原因——股东们都会先卖掉股票观望，看看阿贝尔到底是下一个巴菲特，还是只是一个普通的投资经理。如果他只是普通的投资经理，那伯克希尔的巴菲特溢价，估计还会有很大幅度的下跌。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","news_type":1,"symbols_score_info":{"83189":1.5,"03189":1.5,"000858":1.5}},"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520821065744456,"gmtCreate":1768180088650,"gmtModify":1768180091161,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"title":"","htmlText":"错误太大了，哪里有63个多亿","listText":"错误太大了，哪里有63个多亿","text":"错误太大了，哪里有63个多亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520821065744456","repostId":"1158384730","repostType":2,"repost":{"id":"1158384730","kind":"news","weMediaInfo":{"introduction":"关注海外资本市场一手动态","home_visible":1,"media_name":"投资观察","id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1767972822,"share":"https://www.laohu8.com/m/news/1158384730?lang=zh_CN&edition=full","pubTime":"2026-01-09 23:33","market":"hk","language":"zh","title":"腾讯控股斥资63.59亿港元 1月9日回购100万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1158384730","media":"投资观察","summary":"根据香港交易所最新披露的文件，科技巨头腾讯控股于1月9日进行了大规模股份回购。该公司斥资约63.59亿港元，在公开市场购回100万股自家股票。\n此次回购行动彰显了管理层对公司长期价值与未来发展前景的坚定信心。通过减少市场流通股数，回购行为通常有助于提升每股收益，并向市场传递积极的信号。","content":"<p>根据香港交易所最新披露的文件，科技巨头腾讯控股于1月9日进行了大规模股份回购。该公司斥资约63.59亿港元，在公开市场购回100万股自家股票。</p>\n<p>此次回购行动彰显了管理层对公司长期价值与未来发展前景的坚定信心。通过减少市场流通股数，回购行为通常有助于提升每股收益，并向市场传递积极的信号。</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>腾讯控股斥资63.59亿港元 1月9日回购100万股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯控股斥资63.59亿港元 1月9日回购100万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资观察 </p>\n<p class=\"h-time\">2026-01-09 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>根据香港交易所最新披露的文件，科技巨头腾讯控股于1月9日进行了大规模股份回购。该公司斥资约63.59亿港元，在公开市场购回100万股自家股票。</p>\n<p>此次回购行动彰显了管理层对公司长期价值与未来发展前景的坚定信心。通过减少市场流通股数，回购行为通常有助于提升每股收益，并向市场传递积极的信号。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) 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19:09","market":"hk","language":"zh","title":"中国平安最新公告：上半年净利润248.7亿元 同比下降3.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2561766914","media":"证券之星","summary":"中国平安(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","content":"<html><body><p><a href=\"https://laohu8.com/S/601318\">中国平安</a>(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>","source":"stockstar","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>中国平安最新公告：上半年净利润248.7亿元 同比下降3.9%</title>\n<style 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href=\"https://laohu8.com/S/601318\">中国平安</a>(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601318":"中国平安","02318":"中国平安"},"source_url":"https://stock.stockstar.com/RB2025082200038082.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2561766914","content_text":"中国平安(601318.SH)发布2025年半年度报告，上半年实现营业收入693.85亿元，同比下降10%；实现归属于本行股东的净利润248.7亿元，同比下降3.9%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","news_type":1,"symbols_score_info":{"601318":1,"02318":1,"PAImain":1}},"isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452845518164560,"gmtCreate":1751583164866,"gmtModify":1751583166040,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"title":"","htmlText":"<a 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