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LOMO
LOMO
·
10-21
老段加油,多买点
泡泡玛特连续5个交易日下跌!段永平称会继续买入
10月21日,泡泡玛特港股已连续5个交易日下跌,收盘报129.8港元/股,创年内新低,总市值1728.65亿港元。有网友就泡泡玛特投资相关问题询问段永平,段永平回应称自己还会再买入一些,但持股不会超过泡泡玛特总股本的10%,表示相关观点已全部说明,后续不想再回答这类问题。
泡泡玛特连续5个交易日下跌!段永平称会继续买入
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LOMO
LOMO
·
10-13
$拼多多(PDD)$
别碰中概股,1 出生地环境下的弄虚造假习惯。2 国内政策的不确定性。3 国际政治的不确定性。4 铁公鸡。又不是新公司讲故事谈财报,你一个成熟多年的大公司,手里几千亿现金还在讲故事?把股民当傻子,让股民之间玩零和博弈。别碰!!!根上就是垃圾
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LOMO
LOMO
·
09-29
垃圾股,不分红不回购,全靠韭菜玩零和博弈,拿10年也是垃圾
段永平:拼多多“实在是太便宜了,现金流摆在那里的啊”
知名价值投资人段永平9月28日在雪球平台回应投资者提问,称拼多多“实在是太便宜了,现金流摆在那里的啊”。 该投资者在提问中引用了段永平此前在“26年方略访谈”中的观点,当时段永平表示拼多多可以算作其人生中20个投资案例之一,但属于风投项目,并非自己完全看懂。投资者询问段永平近期加仓拼多多是因为看懂了还是其他原因。 段永平以简短一句话回应,强调估值便宜和现金流稳健是核心因素。这一表态引发雪球用户广泛讨论,原文获得17次转发和9条评论。段永平是著名价值投资者,曾因投资网易、苹果等标的获得丰厚回报,此次对拼多多的评价延续其一贯的“便宜是硬道理”的投资理念。
段永平:拼多多“实在是太便宜了,现金流摆在那里的啊”
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LOMO
LOMO
·
09-21
$纳斯达克(.IXIC)$
逼空?牛逼[捂脸]
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LOMO
LOMO
·
08-14
忽悠傻子接盘了,太空的市场就这么大还有政治问题,10年后即使盈利每年能赚多少?能有多少分红和回购?火箭技术又不是什么新的物理理论被马斯克藏裤裆里,公开的理论,纯工程技术问题,砸钱就能搞出来。
Alphabet押注SpaceX十年增值100多倍,持股价值达940亿美元
Alphabet没有立即回应置评请求。根据Alphabet提交的文件,截至第二季度末,该公司持有5.512亿股SpaceX股票。按照SpaceX在6月30日每股170.86美元的股价计算,这些股份价值约942亿美元。Alphabet与上述四家机构合计占据了截至周四下午提交、并由路透分析的13F报告中所披露SpaceX股份的绝大部分。SpaceX于6月12日正式上市,IPO发行价为每股135美元。SpaceX股价周四下跌3%,但自8月5日以来已经上涨30%。
Alphabet押注SpaceX十年增值100多倍,持股价值达940亿美元
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LOMO
LOMO
·
08-12
$泡泡玛特(09992)$
不看好,老段加油接着买!这破玩意儿有啥意义?
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LOMO
LOMO
·
08-05
$SpaceX(SPCX)$
撑死也就45美元,这还是年利润200亿美元,市盈率30算,还能再跌,持续做空,加油!!什么火星移民纯属胡说八道
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LOMO
LOMO
·
08-04
今晚必须起飞,跌成这鬼样子,该割肉的早跑了,剩下的都是坚定的信仰者,多个巨头合作,技术难度也比氧化物低很多,相信固态电池是未来。MD,编不下去了。希望开会的会吹牛逼,有SZ进来接盘,高压和密封问题不解决一毛钱不值!
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LOMO
LOMO
·
07-18
$甲骨文(ORCL)$
明显是机构默契砸盘,一个关乎美国国家安全的企业不可能倒闭清算,卖铲子的+手里天量订单,怕鸡毛,越跌越买
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LOMO
LOMO
·
07-17
$Quantumscape Corp.(QS)$
纯垃圾股,高管疯狂减持,凉凉了,骗子公司。
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style=\"background-image:url(https://community-static.tradeup.com/news/8f5e7cba3670a5e793ae6a90ab6660f8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">段永平今天交易了什么 </p>\n<p class=\"h-time\">2026-10-21 17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月21日,泡泡玛特港股已连续5个交易日下跌,收盘报129.8港元/股,创年内新低,总市值1728.65亿港元。有网友就泡泡玛特投资相关问题询问段永平,段永平回应称自己还会再买入一些,但持股不会超过泡泡玛特总股本的10%,表示相关观点已全部说明,后续不想再回答这类问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d1f274c7d4fcb475ef0e249eb5791ce\" tg-width=\"655\" tg-height=\"329\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a4bd1a0d16b75c404718080929808b\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150758460","content_text":"10月21日,泡泡玛特港股已连续5个交易日下跌,收盘报129.8港元/股,创年内新低,总市值1728.65亿港元。有网友就泡泡玛特投资相关问题询问段永平,段永平回应称自己还会再买入一些,但持股不会超过泡泡玛特总股本的10%,表示相关观点已全部说明,后续不想再回答这类问题。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617810056196512,"gmtCreate":1791851727114,"gmtModify":1791851868095,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>别碰中概股,1 出生地环境下的弄虚造假习惯。2 国内政策的不确定性。3 国际政治的不确定性。4 铁公鸡。又不是新公司讲故事谈财报,你一个成熟多年的大公司,手里几千亿现金还在讲故事?把股民当傻子,让股民之间玩零和博弈。别碰!!!根上就是垃圾","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>别碰中概股,1 出生地环境下的弄虚造假习惯。2 国内政策的不确定性。3 国际政治的不确定性。4 铁公鸡。又不是新公司讲故事谈财报,你一个成熟多年的大公司,手里几千亿现金还在讲故事?把股民当傻子,让股民之间玩零和博弈。别碰!!!根上就是垃圾","text":"$拼多多(PDD)$ 别碰中概股,1 出生地环境下的弄虚造假习惯。2 国内政策的不确定性。3 国际政治的不确定性。4 铁公鸡。又不是新公司讲故事谈财报,你一个成熟多年的大公司,手里几千亿现金还在讲故事?把股民当傻子,让股民之间玩零和博弈。别碰!!!根上就是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/617810056196512","isVote":1,"tweetType":1,"viewCount":6163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612896652001424,"gmtCreate":1790640510051,"gmtModify":1790642175207,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"title":"","htmlText":"垃圾股,不分红不回购,全靠韭菜玩零和博弈,拿10年也是垃圾","listText":"垃圾股,不分红不回购,全靠韭菜玩零和博弈,拿10年也是垃圾","text":"垃圾股,不分红不回购,全靠韭菜玩零和博弈,拿10年也是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612896652001424","repostId":"2670240272","repostType":2,"repost":{"id":"2670240272","kind":"highlight","weMediaInfo":{"introduction":"段永平雪球发声","home_visible":1,"media_name":"段永平今天交易了什么","id":"1003763968","head_image":"https://community-static.tradeup.com/news/8f5e7cba3670a5e793ae6a90ab6660f8"},"pubTimestamp":1790557041,"share":"https://www.laohunote.com/m/news/2670240272?lang=zh_CN&edition=full","pubTime":"2026-09-28 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style=\"text-align: left;\">知名价值投资人段永平9月28日回应投资者提问,称拼多多“实在是太便宜了,现金流摆在那里的啊”。</p><p style=\"text-align: left;\">该投资者在提问中引用了段永平此前在“26年方略访谈”中的观点,当时段永平表示拼多多可以算作其人生中20个投资案例之一,但属于风投项目,并非自己完全看懂。投资者询问段永平近期加仓拼多多是因为看懂了还是其他原因。</p><p style=\"text-align: left;\">段永平是著名价值投资者,曾因投资网易、苹果等标的获得丰厚回报,此次对拼多多的评价延续其一贯的“便宜是硬道理”的投资理念。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd64f0a988a0969611562f0bca65f7d\" data-align=\"center\" tg-width=\"640\" tg-height=\"287\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e585804ad9c4a0c7f3f1a5fbff8d73c\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDDL":"2倍做多PDD ETF-GraniteShares","SPHQ":"Invesco S&P 500 Quality ETF","KPDD":"2倍做多PDD 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 逼空?牛逼[捂脸] ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 逼空?牛逼[捂脸] ","text":"$纳斯达克(.IXIC)$ 逼空?牛逼[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/610199006569336","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596736387674328,"gmtCreate":1786705825099,"gmtModify":1786706302792,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"title":"","htmlText":"忽悠傻子接盘了,太空的市场就这么大还有政治问题,10年后即使盈利每年能赚多少?能有多少分红和回购?火箭技术又不是什么新的物理理论被马斯克藏裤裆里,公开的理论,纯工程技术问题,砸钱就能搞出来。","listText":"忽悠傻子接盘了,太空的市场就这么大还有政治问题,10年后即使盈利每年能赚多少?能有多少分红和回购?火箭技术又不是什么新的物理理论被马斯克藏裤裆里,公开的理论,纯工程技术问题,砸钱就能搞出来。","text":"忽悠傻子接盘了,太空的市场就这么大还有政治问题,10年后即使盈利每年能赚多少?能有多少分红和回购?火箭技术又不是什么新的物理理论被马斯克藏裤裆里,公开的理论,纯工程技术问题,砸钱就能搞出来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/596736387674328","repostId":"1173334084","repostType":2,"repost":{"id":"1173334084","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1786705419,"share":"https://www.laohunote.com/m/news/1173334084?lang=zh_CN&edition=full","pubTime":"2026-08-14 19:03","market":"us","language":"zh","title":"Alphabet押注SpaceX十年增值100多倍,持股价值达940亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1173334084","media":"老虎资讯综合","summary":"Alphabet没有立即回应置评请求。根据Alphabet提交的文件,截至第二季度末,该公司持有5.512亿股SpaceX股票。按照SpaceX在6月30日每股170.86美元的股价计算,这些股份价值约942亿美元。Alphabet与上述四家机构合计占据了截至周四下午提交、并由路透分析的13F报告中所披露SpaceX股份的绝大部分。SpaceX于6月12日正式上市,IPO发行价为每股135美元。SpaceX股价周四下跌3%,但自8月5日以来已经上涨30%。","content":"<html><head></head><body><p style=\"text-align: left;\">Alphabet(GOOGL)早期对SpaceX(SPCX)的投资已经增值超过100倍。这家谷歌母公司披露,截至6月底,其持有的SpaceX股份价值约940亿美元,而相比之下,Alphabet此前表示,2015年曾向埃隆·马斯克(Elon Musk)的火箭公司投资9亿美元。</p><p style=\"text-align: left;\">根据路透对截至目前公开的季度申报文件进行的分析,在SpaceX于6月完成860亿美元的首次公开募股(IPO)后,Alphabet已经成为SpaceX最大的单一机构投资者,且遥遥领先于其他机构。</p><p style=\"text-align: left;\">这些申报文件进一步揭示了SpaceX投资者所持股份的规模,以及这家公司如何从一家股权高度集中的初创企业转变为一家上市巨头。结合包括Alphabet在内的早期投资者单独披露的公开信息,这些文件也凸显出,一些早期投资者对SpaceX的投资价值已经出现了多么惊人的增长。</p><p style=\"text-align: left;\">由于13F申报数据每季度汇总一次,并在季度结束后的六周内披露,因此这些信息存在滞后性,无法反映这些大型投资者在6月30日之后进行的任何买入或卖出操作。此外,由于SpaceX投资者范围极其庞大,以及这些股份何时有资格在公开市场出售的时间表仍在不断变化,这些数据还存在其他局限性。</p><p style=\"text-align: left;\">Interactive Brokers市场策略师史蒂夫·索斯尼克(Steve Sosnick)表示:“要准确判断这些机构中哪些持有的是IPO之前的股份,非常非常困难。”</p><p style=\"text-align: left;\">Alphabet是一个例外,因为该公司曾公开披露,2015年向SpaceX投资了9亿美元,这为比较其当前持股价值提供了一个难得的基准。</p><p style=\"text-align: left;\">Alphabet没有立即回应置评请求。</p><p style=\"text-align: left;\">索斯尼克补充说,13F申报文件并没有披露投资者目前是否处于锁定期(lockup),也没有说明这些投资者是否打算通过出售IPO前持有的股份来实现利润。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2430ba2bf2d61029a6f71c463184d3b6\" data-align=\"center\" tg-width=\"1316\" tg-height=\"904\"/><span></span></p><p style=\"text-align: left;\">根据Alphabet提交的文件,截至第二季度末,该公司持有5.512亿股SpaceX股票。按照SpaceX在6月30日每股170.86美元的股价计算,这些股份价值约942亿美元。</p><p style=\"text-align: left;\">按照周三的股价计算,Alphabet披露的这部分持股价值约818亿美元,但仍相当于谷歌最初9亿美元投资规模的约90倍。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0094b33342d68e9712ecefa443108db1\" data-align=\"center\" tg-width=\"1306\" tg-height=\"442\"/><span></span></p><p style=\"text-align: left;\">在SpaceX机构投资者排名中,Gigafund Management远远落后于Alphabet,持有1.718亿股SpaceX股票;其次是Baillie Gifford,持有5140万股;BlackRock(贝莱德)持有5100万股;安大略省教师退休金计划(Ontario Teachers' Pension Plan)持有5070万股。</p><p style=\"text-align: left;\">Alphabet与上述四家机构合计占据了截至周四下午提交、并由路透分析的13F报告中所披露SpaceX股份的绝大部分。这凸显出,目前已披露的SpaceX机构股权高度集中于少数几家投资者手中。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a026ef8ee20363a8a847b2f52a84ae17\" data-align=\"center\" tg-width=\"1336\" tg-height=\"1016\"/><span></span></p><p style=\"text-align: left;\">SpaceX于6月12日正式上市,IPO发行价为每股135美元。此后,其股价已经从6月底的水平回落。</p><p style=\"text-align: left;\">SpaceX周三收于146.15美元,较IPO发行价上涨8.3%,但较6月30日的收盘价低14%。</p><p style=\"text-align: left;\">索斯尼克告诉路透,SpaceX目前仍然是Interactive Brokers客户交易最活跃的股票之一。上周,当市场对于首批锁定期到期后可能发生什么的担忧被证明是杞人忧天之后,SpaceX股票又迎来了一轮“新的买盘推动”。</p><p style=\"text-align: left;\">根据Vanda Research的数据,SpaceX的散户股东无需向美国证券交易委员会(SEC)提交持仓报告。数据显示,上周五散户投资者首次自SpaceX IPO以来成为该股票的净卖方。</p><p style=\"text-align: left;\">这家跟踪自主交易个人投资者活动的研究机构计算称,当天散户投资者净卖出了价值450万美元的SpaceX股票。</p><p style=\"text-align: left;\">SpaceX股价周四下跌3%,但自8月5日以来已经上涨30%。</p></body></html>","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>Alphabet押注SpaceX十年增值100多倍,持股价值达940亿美元</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\">\nAlphabet押注SpaceX十年增值100多倍,持股价值达940亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-14 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Alphabet(GOOGL)早期对SpaceX(SPCX)的投资已经增值超过100倍。这家谷歌母公司披露,截至6月底,其持有的SpaceX股份价值约940亿美元,而相比之下,Alphabet此前表示,2015年曾向埃隆·马斯克(Elon Musk)的火箭公司投资9亿美元。</p><p style=\"text-align: left;\">根据路透对截至目前公开的季度申报文件进行的分析,在SpaceX于6月完成860亿美元的首次公开募股(IPO)后,Alphabet已经成为SpaceX最大的单一机构投资者,且遥遥领先于其他机构。</p><p style=\"text-align: left;\">这些申报文件进一步揭示了SpaceX投资者所持股份的规模,以及这家公司如何从一家股权高度集中的初创企业转变为一家上市巨头。结合包括Alphabet在内的早期投资者单独披露的公开信息,这些文件也凸显出,一些早期投资者对SpaceX的投资价值已经出现了多么惊人的增长。</p><p style=\"text-align: left;\">由于13F申报数据每季度汇总一次,并在季度结束后的六周内披露,因此这些信息存在滞后性,无法反映这些大型投资者在6月30日之后进行的任何买入或卖出操作。此外,由于SpaceX投资者范围极其庞大,以及这些股份何时有资格在公开市场出售的时间表仍在不断变化,这些数据还存在其他局限性。</p><p style=\"text-align: left;\">Interactive Brokers市场策略师史蒂夫·索斯尼克(Steve Sosnick)表示:“要准确判断这些机构中哪些持有的是IPO之前的股份,非常非常困难。”</p><p style=\"text-align: left;\">Alphabet是一个例外,因为该公司曾公开披露,2015年向SpaceX投资了9亿美元,这为比较其当前持股价值提供了一个难得的基准。</p><p style=\"text-align: left;\">Alphabet没有立即回应置评请求。</p><p style=\"text-align: left;\">索斯尼克补充说,13F申报文件并没有披露投资者目前是否处于锁定期(lockup),也没有说明这些投资者是否打算通过出售IPO前持有的股份来实现利润。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2430ba2bf2d61029a6f71c463184d3b6\" data-align=\"center\" tg-width=\"1316\" tg-height=\"904\"/><span></span></p><p style=\"text-align: left;\">根据Alphabet提交的文件,截至第二季度末,该公司持有5.512亿股SpaceX股票。按照SpaceX在6月30日每股170.86美元的股价计算,这些股份价值约942亿美元。</p><p style=\"text-align: left;\">按照周三的股价计算,Alphabet披露的这部分持股价值约818亿美元,但仍相当于谷歌最初9亿美元投资规模的约90倍。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0094b33342d68e9712ecefa443108db1\" data-align=\"center\" tg-width=\"1306\" tg-height=\"442\"/><span></span></p><p style=\"text-align: left;\">在SpaceX机构投资者排名中,Gigafund Management远远落后于Alphabet,持有1.718亿股SpaceX股票;其次是Baillie Gifford,持有5140万股;BlackRock(贝莱德)持有5100万股;安大略省教师退休金计划(Ontario Teachers' Pension Plan)持有5070万股。</p><p style=\"text-align: left;\">Alphabet与上述四家机构合计占据了截至周四下午提交、并由路透分析的13F报告中所披露SpaceX股份的绝大部分。这凸显出,目前已披露的SpaceX机构股权高度集中于少数几家投资者手中。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a026ef8ee20363a8a847b2f52a84ae17\" data-align=\"center\" tg-width=\"1336\" tg-height=\"1016\"/><span></span></p><p style=\"text-align: left;\">SpaceX于6月12日正式上市,IPO发行价为每股135美元。此后,其股价已经从6月底的水平回落。</p><p style=\"text-align: left;\">SpaceX周三收于146.15美元,较IPO发行价上涨8.3%,但较6月30日的收盘价低14%。</p><p style=\"text-align: left;\">索斯尼克告诉路透,SpaceX目前仍然是Interactive Brokers客户交易最活跃的股票之一。上周,当市场对于首批锁定期到期后可能发生什么的担忧被证明是杞人忧天之后,SpaceX股票又迎来了一轮“新的买盘推动”。</p><p style=\"text-align: left;\">根据Vanda Research的数据,SpaceX的散户股东无需向美国证券交易委员会(SEC)提交持仓报告。数据显示,上周五散户投资者首次自SpaceX IPO以来成为该股票的净卖方。</p><p style=\"text-align: left;\">这家跟踪自主交易个人投资者活动的研究机构计算称,当天散户投资者净卖出了价值450万美元的SpaceX股票。</p><p style=\"text-align: left;\">SpaceX股价周四下跌3%,但自8月5日以来已经上涨30%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e","relate_stocks":{"SPCU":"2倍做多SpaceX ETF-Defiance","GGLL":"2倍做多GOOGL-Direxion","SNK":"2倍做空SpaceX ETF-GraniteShares","GOOY":"GOOGL期权收益策略ETF-YieldMax","SPAL":"2倍做多Space X ETF-GraniteShares","GGLS":"1倍做空GOOGL ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","LOFF":"2倍做多SpaceX ETF-Direxion","GOU":"GraniteShares 2x Long GOOGL Daily ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCG":"2倍做空SpaceX ETF-Tradr","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","SPAX":"2倍做多SPACEX ETF-T-REX","GOOG":"谷歌","GOOGL":"谷歌A","SPCM":"2倍做多SpaceX ETF-Tradr","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","GOOX":"2倍做多GOOG ETF-T-REX"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173334084","content_text":"Alphabet(GOOGL)早期对SpaceX(SPCX)的投资已经增值超过100倍。这家谷歌母公司披露,截至6月底,其持有的SpaceX股份价值约940亿美元,而相比之下,Alphabet此前表示,2015年曾向埃隆·马斯克(Elon Musk)的火箭公司投资9亿美元。根据路透对截至目前公开的季度申报文件进行的分析,在SpaceX于6月完成860亿美元的首次公开募股(IPO)后,Alphabet已经成为SpaceX最大的单一机构投资者,且遥遥领先于其他机构。这些申报文件进一步揭示了SpaceX投资者所持股份的规模,以及这家公司如何从一家股权高度集中的初创企业转变为一家上市巨头。结合包括Alphabet在内的早期投资者单独披露的公开信息,这些文件也凸显出,一些早期投资者对SpaceX的投资价值已经出现了多么惊人的增长。由于13F申报数据每季度汇总一次,并在季度结束后的六周内披露,因此这些信息存在滞后性,无法反映这些大型投资者在6月30日之后进行的任何买入或卖出操作。此外,由于SpaceX投资者范围极其庞大,以及这些股份何时有资格在公开市场出售的时间表仍在不断变化,这些数据还存在其他局限性。Interactive Brokers市场策略师史蒂夫·索斯尼克(Steve Sosnick)表示:“要准确判断这些机构中哪些持有的是IPO之前的股份,非常非常困难。”Alphabet是一个例外,因为该公司曾公开披露,2015年向SpaceX投资了9亿美元,这为比较其当前持股价值提供了一个难得的基准。Alphabet没有立即回应置评请求。索斯尼克补充说,13F申报文件并没有披露投资者目前是否处于锁定期(lockup),也没有说明这些投资者是否打算通过出售IPO前持有的股份来实现利润。根据Alphabet提交的文件,截至第二季度末,该公司持有5.512亿股SpaceX股票。按照SpaceX在6月30日每股170.86美元的股价计算,这些股份价值约942亿美元。按照周三的股价计算,Alphabet披露的这部分持股价值约818亿美元,但仍相当于谷歌最初9亿美元投资规模的约90倍。在SpaceX机构投资者排名中,Gigafund Management远远落后于Alphabet,持有1.718亿股SpaceX股票;其次是Baillie Gifford,持有5140万股;BlackRock(贝莱德)持有5100万股;安大略省教师退休金计划(Ontario Teachers' Pension Plan)持有5070万股。Alphabet与上述四家机构合计占据了截至周四下午提交、并由路透分析的13F报告中所披露SpaceX股份的绝大部分。这凸显出,目前已披露的SpaceX机构股权高度集中于少数几家投资者手中。SpaceX于6月12日正式上市,IPO发行价为每股135美元。此后,其股价已经从6月底的水平回落。SpaceX周三收于146.15美元,较IPO发行价上涨8.3%,但较6月30日的收盘价低14%。索斯尼克告诉路透,SpaceX目前仍然是Interactive Brokers客户交易最活跃的股票之一。上周,当市场对于首批锁定期到期后可能发生什么的担忧被证明是杞人忧天之后,SpaceX股票又迎来了一轮“新的买盘推动”。根据Vanda Research的数据,SpaceX的散户股东无需向美国证券交易委员会(SEC)提交持仓报告。数据显示,上周五散户投资者首次自SpaceX IPO以来成为该股票的净卖方。这家跟踪自主交易个人投资者活动的研究机构计算称,当天散户投资者净卖出了价值450万美元的SpaceX股票。SpaceX股价周四下跌3%,但自8月5日以来已经上涨30%。","news_type":1,"symbols_score_info":{"SPCQ":0.6,"GGLL":0.6,"SPCU":0.6,"SPAX":0.6,"SPCX":2,"SNK":0.6,"GOU":0.6,"SPAL":0.6,"GGLS":0.6,"GOOP":0.6,"GOOG":2,"ELOL":0.6,"SPCF":0.6,"GOOX":0.6,"GOOGL":2,"SPCH":0.6,"GOOW":0.6,"LOFD":0.6,"GOOY":0.6,"SPCG":0.6,"SSPC":0.6,"LOFF":0.6,"SPCM":0.6}},"isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"马圣现在已经不画火箭饼了,卖不动,现在改成说自己是ai公司了[开心]","text":"马圣现在已经不画火箭饼了,卖不动,现在改成说自己是ai公司了[开心]","html":"马圣现在已经不画火箭饼了,卖不动,现在改成说自己是ai公司了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596001504465464,"gmtCreate":1786526333461,"gmtModify":1786526913309,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"title":"","htmlText":"<a 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