贫困山区大学生的个人主页 - 老虎社区

贫困山区大学生

贫困山区大学生

个人简介：心中无顶底，操作自然神。

IP属地：重庆

130关注

18粉丝

1主题

0勋章

贫困山区大学生

2018-11-20

$小米集团-W(01810)$其实吧，小米我是爱你得！

贫困山区大学生

2021-07-03

$蔚来(NIO)$$理想汽车(LI)$$小鹏汽车(XPEV)$每一次下跌，都是为了下次更好的上涨。新能源汽车是趋势，势不可挡。公司基本面也摆在那里，拿着就完了，管你回调多少。还是那句话，小跌小买，大跌大买。🇨🇳🚀1️⃣2️⃣🚀🇨🇳

贫困山区大学生

2019-03-05

$携程网(CTRP)$温馨提示:队长来唱多了[笑哭]

贫困山区大学生

2021-06-15

$蔚来(NIO)$$小鹏汽车(XPEV)$$理想汽车(LI)$三傻加油，国产加油[贱笑]

贫困山区大学生

2019-03-01

$京东(JD)$有多少人盘前叫东哥，开盘后叫狗东[开心][开心][开心][开心]

贫困山区大学生

2018-11-21

$华兴资本控股(01911)$华兴还在护，那就继续拿着吧！😁

贫困山区大学生

2018-12-21

$哔哩哔哩(BILI)$庄家小坏蛋，昨晚还想把我洗出去，今晚不装了吧，至少10个点，起飞吧兄弟！[比心][比心][比心]

贫困山区大学生

2019-03-07

$携程网(CTRP)$携程做长线有机会到50么？[惊讶]

贫困山区大学生

2021-07-01

$蔚来(NIO)$$小鹏汽车(XPEV)$$理想汽车(LI)$玩短线的同学你们快走吧，这票不怎么赚钱[丢脸]

贫困山区大学生

2021-06-30

$蔚来(NIO)$$理想汽车(LI)$$小鹏汽车(XPEV)$老板，来一杯卡布奇诺！[想吃]

贫困山区大学生

2018-11-15

$华兴资本控股(01911)$华兴让我们小韭菜看看资本的力量，从13拉回了21。🤓

贫困山区大学生

2021-06-23

$蔚来(NIO)$$理想汽车(LI)$$小鹏汽车(XPEV)$昨天就说了，大跌大买，小跌小买，新能源汽车加油，国产加油！[比心]

贫困山区大学生

2021-06-18

$蔚来(NIO)$$理想汽车(LI)$$小鹏汽车(XPEV)$三傻冲冲冲咯！[暗中观察]

贫困山区大学生

2019-03-07

$蔚来(NIO)$put期权肯定赚，关键我过不了那十道题的考试[流泪]

贫困山区大学生

2019-03-02

$京东(JD)$先出去看看情况，盘未再进，还是比较看好下周30，祝大家都盈利！[微笑]

贫困山区大学生

2018-12-10

$小米集团-W(01810)$互赞，一起拿台历呀！[贱笑]

贫困山区大学生

2019-02-28

$京东(JD)$今晚多空大战，唱空的明显多些[贱笑]

贫困山区大学生

2019-02-22

$小米集团-W(01810)$你能突破11.7，就让你飞[666]

贫困山区大学生

2019-02-22

$小米集团-W(01810)$周一10.8，剁吊那位，你刀买了没[贱笑]

贫困山区大学生

2019-04-03

$如涵控股(RUHN)$有不有没有中签却杀进去了的[笑哭][笑哭][笑哭]

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万单。6月日均单量突破3000万单。<br/><br/>有业内人士指出，考虑到去年疫情导致的低基数，滴滴实现今年目标的难度不大。<br/><br/>从财报来看，滴滴也正在加速收复网约车失地。滴滴中国出行一季度订单量达23.25亿单，同比增长14.4%，二季度订单量为26.74亿单，同比增长47.7%。<br/><br/>滴滴企业版近日公布的数据也显示，得益于企业差旅热度增长较快，订单规模已于近期全面恢复至疫情前水平。<br/><br/>但在现在网约车江湖群雄逐鹿，百度、高德等聚合平台携低价、比价优势加速吞食网约车市场份额之际，滴滴2024年、2025年每年增长10%的目标，更为艰难。天风证券计算机首席分析师缪欣君表示，中国移动出行市场前景广阔，网约车行业竞争激烈，市场格局未定，不断有企业尝试跻身，试图从中获利，滴滴的竞争对手不容小觑。<br/><br/>自年初滴滴恢复新用户注册以来，滴滴的业务重心回归网约车、尤其是贡献了滴滴91%总营收的中国网约车市场。<br/><br/>作为脚踢美团、拳打大黄蜂，吞并快的、Uber中国的狠人，程维再次祭出了他的大招——“低价+补贴”。<br/><br/>这曾帮助他在2015年、2016年网约车价格战中杀出重围，成为国内最大的网约车巨头，在2021年7月APP被下架之前，滴滴占据了一度占据了国内网约车90%以上的市场份额。 但如今，易观智库显示，滴滴的市占率已降至70%-80%。<br/><br/>今年以来，滴滴再次以补贴招揽生意，一方面通过“滴滴567”、“滴滴9块9打车”等优惠活动吸引消费者；一方面，推出免佣卡、远距离接驾补贴和更大力度的空驶补偿等示好司机。<br/><br/>单独五一期间，滴滴出行平台就为滴滴网约车、出租车、花小猪司机发放2亿元司机补贴；中秋和十一假期，滴滴又投入10亿补贴和奖励，其中，司机奖励超3亿。<br/><br/>这背后是网约车江湖价格战日益惨烈。在程维忙于安全合规的这两年，以高德、百度、美团为代表的聚合出行兴起，相比滴滴，聚合出行平台可以比价，并优先展示最低价的网约车企业的报价，招揽了一众被低价吸引来的用户。<br/><br/>有业内人士指出，高德、百度这种聚合打车平台可以直观比价，滴滴价格完全没有优势。 “原则上技术跟规模效应应该是打车平台最好的，但是不知道为何现在价格又回归到跟出租车一个水平了，而且明显比高德贵” 。<br/><br/>甚至，滴滴正在失去他的老用户，有滴滴V7用户表示，“滴滴给我的价格比其他平台高很多，很杀熟，现在都不用滴滴了。”<br/><br/>首汽约车、享道出行、如祺出行等网约车小弟们就此在聚合平台上 “抱团取暖”，欲与滴滴霸主分庭而治，网约车市场寡头格局松动，程维四面楚歌。<br/><br/>展望未来，程维面临不小挑战。<br/><br/>除了价格战前景不明，滴滴还面临着用户使用便捷度、服务品质等多维度的竞争。</p><p style=\"text-align: justify;\">一位经常需要打车的消费者表示，滴滴APP上的功能很多都能在高德、百度、美团等聚合平台上找到。聚合平台上，不用多下载app就能约到更多家的网约车，更便捷。<br/><br/>现在的网约车江湖已经远非当年，在日益发达的城市公共交通和消费降级的大环境中，逆势扩张并不容易。<br/><br/>不过，网约车仍是一块潜在的巨大蛋糕，足够让程维和众多竞争者，为之持续厮杀。<br/><br/>缪欣君表示，在过去十年，移动互联网与移动支付的普及打开移动出行市场空间，移动出行行业高景气，中国移动出行市场前景广阔。<br/><br/>咨询公司威尔森汽车智能决策的报告预测，我国网约车行业正处于高速发展阶段，2025年中国网约车市场规模预期将达到4341亿元。<br/><br/>网约车新的战役已经打响。诸侯围攻之下，程维也已高调迎战，重启规模扩张计划，如何逆势增长，并在行业新生态中打造“护城河”，关乎滴滴的龙头地位，也将重塑网约车江湖新的格局。</p></body></html>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://api.jianyuweb.com/apiv1/content/articles/3699615?extract=1><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>重启扩张之路。四年多前的2018年9月，程维在顺风车事件后曾在内部信中反思：“内部体系提升跟不上规模扩张，就像灵魂跟不上脚步” 。四年多后，暂停新用户注册563天的滴滴重启招新，进入业绩恢复增长期，以狼性著称的程维藏不住扩张的野心，顺势提出了未来三年国内出行业务增长计划。华尔街见闻获悉，滴滴近期制定了未来三年的增长目标：2023年中国出行业务日均单量计划增长45%，2024 年、2025 年每年...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3699615?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/226bb9c346edafd21666f534287ea7a8","relate_stocks":{"BK4022":"陆运","BK4230":"旅客陆运","DIDIY":"DiDi Global Inc."},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3699615?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375971003","content_text":"重启扩张之路。四年多前的2018年9月，程维在顺风车事件后曾在内部信中反思：“内部体系提升跟不上规模扩张，就像灵魂跟不上脚步” 。四年多后，暂停新用户注册563天的滴滴重启招新，进入业绩恢复增长期，以狼性著称的程维藏不住扩张的野心，顺势提出了未来三年国内出行业务增长计划。华尔街见闻获悉，滴滴近期制定了未来三年的增长目标：2023年中国出行业务日均单量计划增长45%，2024 年、2025 年每年分别增长10% - 15%。这是滴滴继 2020 年提出 “0188” 目标、再次重提增长计划。不仅如此，近日，知情人士透露，滴滴计划于2024年在香港交易所上市，并开始回购员工股票，滴滴的扩张野心或延伸到资本市场。在“0188”计划中，中国出行的四轮车业务需要承担5000 万单。但疫情叠加APP下架等多重因素影响，滴滴未能完成目标。据滴滴财报，今年二季度滴滴在中国出行业务季度日均单量为2940 万单。6月日均单量突破3000万单。有业内人士指出，考虑到去年疫情导致的低基数，滴滴实现今年目标的难度不大。从财报来看，滴滴也正在加速收复网约车失地。滴滴中国出行一季度订单量达23.25亿单，同比增长14.4%，二季度订单量为26.74亿单，同比增长47.7%。滴滴企业版近日公布的数据也显示，得益于企业差旅热度增长较快，订单规模已于近期全面恢复至疫情前水平。但在现在网约车江湖群雄逐鹿，百度、高德等聚合平台携低价、比价优势加速吞食网约车市场份额之际，滴滴2024年、2025年每年增长10%的目标，更为艰难。天风证券计算机首席分析师缪欣君表示，中国移动出行市场前景广阔，网约车行业竞争激烈，市场格局未定，不断有企业尝试跻身，试图从中获利，滴滴的竞争对手不容小觑。自年初滴滴恢复新用户注册以来，滴滴的业务重心回归网约车、尤其是贡献了滴滴91%总营收的中国网约车市场。作为脚踢美团、拳打大黄蜂，吞并快的、Uber中国的狠人，程维再次祭出了他的大招——“低价+补贴”。这曾帮助他在2015年、2016年网约车价格战中杀出重围，成为国内最大的网约车巨头，在2021年7月APP被下架之前，滴滴占据了一度占据了国内网约车90%以上的市场份额。 但如今，易观智库显示，滴滴的市占率已降至70%-80%。今年以来，滴滴再次以补贴招揽生意，一方面通过“滴滴567”、“滴滴9块9打车”等优惠活动吸引消费者；一方面，推出免佣卡、远距离接驾补贴和更大力度的空驶补偿等示好司机。单独五一期间，滴滴出行平台就为滴滴网约车、出租车、花小猪司机发放2亿元司机补贴；中秋和十一假期，滴滴又投入10亿补贴和奖励，其中，司机奖励超3亿。这背后是网约车江湖价格战日益惨烈。在程维忙于安全合规的这两年，以高德、百度、美团为代表的聚合出行兴起，相比滴滴，聚合出行平台可以比价，并优先展示最低价的网约车企业的报价，招揽了一众被低价吸引来的用户。有业内人士指出，高德、百度这种聚合打车平台可以直观比价，滴滴价格完全没有优势。 “原则上技术跟规模效应应该是打车平台最好的，但是不知道为何现在价格又回归到跟出租车一个水平了，而且明显比高德贵” 。甚至，滴滴正在失去他的老用户，有滴滴V7用户表示，“滴滴给我的价格比其他平台高很多，很杀熟，现在都不用滴滴了。”首汽约车、享道出行、如祺出行等网约车小弟们就此在聚合平台上 “抱团取暖”，欲与滴滴霸主分庭而治，网约车市场寡头格局松动，程维四面楚歌。展望未来，程维面临不小挑战。除了价格战前景不明，滴滴还面临着用户使用便捷度、服务品质等多维度的竞争。一位经常需要打车的消费者表示，滴滴APP上的功能很多都能在高德、百度、美团等聚合平台上找到。聚合平台上，不用多下载app就能约到更多家的网约车，更便捷。现在的网约车江湖已经远非当年，在日益发达的城市公共交通和消费降级的大环境中，逆势扩张并不容易。不过，网约车仍是一块潜在的巨大蛋糕，足够让程维和众多竞争者，为之持续厮杀。缪欣君表示，在过去十年，移动互联网与移动支付的普及打开移动出行市场空间，移动出行行业高景气，中国移动出行市场前景广阔。咨询公司威尔森汽车智能决策的报告预测，我国网约车行业正处于高速发展阶段，2025年中国网约车市场规模预期将达到4341亿元。网约车新的战役已经打响。诸侯围攻之下，程维也已高调迎战，重启规模扩张计划，如何逆势增长，并在行业新生态中打造“护城河”，关乎滴滴的龙头地位，也将重塑网约车江湖新的格局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152028330,"gmtCreate":1625243220620,"gmtModify":1625243220620,"author":{"id":"3494284752820565","authorId":"3494284752820565","name":"贫困山区大学生","avatar":"https://static.tigerbbs.com/e0ecfb17ad007e22733c9024c9036ce1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a 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08:10","market":"us","language":"zh","title":"外媒头条：Uber放弃自行开发无人驾驶汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=1130762717","media":"老虎资讯综合","summary":"华尔街日报：道指因疫情打击收跌但纳指收创新高\n\n\n金融时报：Uber放弃自行开发无人驾驶汽车\n\n\n路透社：为敲定脱欧贸易协议英国与欧盟领导人将面对面会谈\n\n\nCNBC：美国国会有意通过短期融资方案为达","content":"<blockquote>\n <b>华尔街日报：道指因疫情打击收跌但纳指收创新高</b>\n</blockquote>\n<blockquote>\n <b>金融时报：Uber放弃自行开发无人驾驶汽车</b>\n</blockquote>\n<blockquote>\n <b>路透社：为敲定脱欧贸易协议英国与欧盟领导人将面对面会谈</b>\n</blockquote>\n<blockquote>\n <b>CNBC：美国国会有意通过短期融资方案为达成抗疫救助和支出协议争取时间</b>\n</blockquote>\n<blockquote>\n <b>彭博社：美国新冠死亡病例升至4月巅峰水平；福奇警告圣诞的传染风险超过感恩节</b>\n</blockquote>\n<p><b>华尔街日报：道指因疫情打击收跌但纳指收创新高</b><img src=\"https://static.tigerbbs.com/6c4ce07d17d0b1eb8be75c25d3985446\" tg-width=\"624\" tg-height=\"494\"></p>\n<p>投资者担心新冠肺炎传染率高企可能打击今年冬季几个月的经济增长，道指和标普500本周一双双收跌，但科技股为重的纳指收涨。道指收跌148.47点，跌幅0.5%，标普收跌0.2%，双双跌落上周五所创的纪录高位，纳指收涨0.4%，连续第三日创收盘新高。</p>\n<p>标普500的11个板块中，周一有8个收跌，仅信息技术、通信服务这些科技股所在板块以及传统的防御性板块公用事业收涨。跌超2%的能源板块领跌。</p>\n<p>最近疫苗的研发进展已经推动美股创新高，但新冠病毒传染率上升及其对经济的潜在影响在给市场情绪施压。上周日晚，加州为遏制病毒传播而出台的新防疫措施生效。</p>\n<p>NatWest Markets的策略师James McCormick评论称，对美国增长而言，疫苗不会对第三波疫情有重大影响。美国经济近期的增长趋势显然偏向下行。</p>\n<p><b>金融时报：Uber放弃自行开发无人驾驶汽车</b><img src=\"https://static.tigerbbs.com/df0a9f80874d9c9eb4ee520049b34108\" tg-width=\"624\" tg-height=\"421\"></p>\n<p>网约车App Uber放弃了自行开发无人驾驶汽车的努力，将1200名员工的旗下无人驾驶汽车业务拱手让给亚马逊和红杉支持的初创公司Aurora，并将投资4亿美元。</p>\n<p>Uber此前寻求开发全自动汽车，并通过拥有一批自动驾驶出租车超越竞争对手。上述交易标志着，Uber最为雄心勃勃的一个业务发展方向画上句号。早在2018年，Uber的这一业务就在亚利桑那州一名女士因无人驾驶汽车车祸而丧生后遭遇阻力。投资者此前施压Uber，强迫该司将重点放在让核心业务网约车盈利上。</p>\n<p>去年4月，丰田和软银赶在Uber上市前持有了Uber自动驾驶业务的少数股权，当时该业务的估值为72.5亿美元。去年红杉领投5.3亿美元的一轮融资后，Aurora的投后估值达到25亿美元。Aurora表示，Uber的交易将让其估值增长三倍，达到100亿美元。Uber及其合作方将共持有Aurora 40%的股份，这意味着，Uber的自动驾驶业务价值大幅缩水，只有40亿美元。Uber将持有Aurora 26%的股份，Uber的CEO Dara Kosrowshahi将成为Aurora的一名董事。</p>\n<p><b>路透社：为敲定脱欧贸易协议英国与欧盟领导人将面对面会谈</b>&nbsp;<img src=\"https://static.tigerbbs.com/b0b276b768fc7afc71af94408d78c95b\" tg-width=\"624\" tg-height=\"178\">本周一，英国和欧盟仍未能缩小双方的分歧，令英国本月底以前无序脱欧的可能性增加。英国首相约翰逊将出访布鲁塞尔，和欧盟委员会主席冯德莱恩面对面会谈，寻求敲定脱欧贸易协议。这被视为达成协议的最后一次尝试。两人会谈的具体时间还未公布，预计约翰逊出访不会和本周四与周五的欧盟峰会撞车。&nbsp;约翰逊和冯德莱恩通话后于周一发布的联合声明称，因仍在重要问题上存在分歧，达成协议的条件并未满足。两人已经要求双方的首席谈判代表准备评估现有的分歧，以便在今后几天内面对面讨论。&nbsp;爱尔兰外交部长Simon Coveney称，对谈判员来说，本周三是避免无协议脱欧的截止期。&nbsp;欧盟27个成员国的领导人已经一致同意加快制定应急方案，应对无协议脱欧对各自经济的影响。</p>\n<p><b>CNBC：美国国会有意通过短期融资方案为达成抗疫救助和支出协议争取时间&nbsp;</b>&nbsp;</p>\n<p><img src=\"https://static.tigerbbs.com/f6d0417b30e76b44ebb7b17af589b315\" tg-width=\"578\" tg-height=\"446\">美国国会民主党和共和党的领袖本周一称，国会的目标是，将政府融资延续一周，为试图同时达成支出和抗议救助方案的议员争取时间。&nbsp;众议院多数党民主党的领袖Steny Hoyer表示，本周三，众议院将就一项短期融资议案投票表决，该议案将让联邦政府得到短期资金，可以维持运转到12月18日。参议院多数党共和党的领袖此后重申了这一计划。&nbsp;若国会未能通过任何新的支出方案，联邦政府的资金将在本周六告罄，被迫停摆。&nbsp;此前，两党国会领袖暗示，他们希望将抗疫救助的相关条款纳入避免政府停摆的融资方案。参众两院的议员希望本周一公布9080亿美元规模抗疫救助方案的详细概况。民主党领袖已表示，支持基于该规模的方案同共和党人进行抗疫救助议案的谈判。&nbsp;<b>&nbsp;</b></p>\n<p><b>彭博社：美国新冠死亡病例升至4月巅峰水平；福奇警告圣诞的传染风险超过感恩节</b><img src=\"https://static.tigerbbs.com/4b532d893517a021329fa05d1473ac6a\" tg-width=\"624\" tg-height=\"243\">约翰霍普金斯大学数据显示，截至上周日，美国的七日平均新冠肺炎死亡病例升至2021例，仅略低于4月18日所创的疫情期间最高峰水平，上周日新增确诊病例17.5578万例，七日平均病例达到创纪录的19.6319万例。</p>\n<p>马萨诸塞大学阿默斯特分校生物统计与流行病实验室Reich Lab以四周为期间的预测结果显示，截至12月26日，美国的日均死亡病例将在1643例到1886例。</p>\n<p>包括加州、纽约和宾夕法尼亚在内，美国多个州都出现新冠肺炎住院病例上升的警报信号。由于病毒传染和通报死亡之间还有时间滞后，今后死亡病例可能进一步增长。过去一周，美国的死亡病例多发地带仍是中西部地区，暗示传染率上升的东北部和西部地区还未出现最严重的死亡情况。</p>\n<p>本周一，美国资深传染病专家、美国国立卫生研究院（NIH）过敏症和传染病研究所（NIAID）所长安东尼•福奇表示，在新冠病毒传播方面，圣诞节假期带来的风险可能超过感恩节。感恩节假期的出行和聚会往往持续时间较短，而圣诞节的活动可能持续整个为期八天的犹太光明节和元旦贺新年期间。福奇说，圣诞节将“脆弱的期间延长了两三倍”，可能给下一次疫情高峰铺平道路。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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\">2020-12-08 08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>华尔街日报：道指因疫情打击收跌但纳指收创新高</b>\n</blockquote>\n<blockquote>\n <b>金融时报：Uber放弃自行开发无人驾驶汽车</b>\n</blockquote>\n<blockquote>\n <b>路透社：为敲定脱欧贸易协议英国与欧盟领导人将面对面会谈</b>\n</blockquote>\n<blockquote>\n <b>CNBC：美国国会有意通过短期融资方案为达成抗疫救助和支出协议争取时间</b>\n</blockquote>\n<blockquote>\n <b>彭博社：美国新冠死亡病例升至4月巅峰水平；福奇警告圣诞的传染风险超过感恩节</b>\n</blockquote>\n<p><b>华尔街日报：道指因疫情打击收跌但纳指收创新高</b><img src=\"https://static.tigerbbs.com/6c4ce07d17d0b1eb8be75c25d3985446\" tg-width=\"624\" tg-height=\"494\"></p>\n<p>投资者担心新冠肺炎传染率高企可能打击今年冬季几个月的经济增长，道指和标普500本周一双双收跌，但科技股为重的纳指收涨。道指收跌148.47点，跌幅0.5%，标普收跌0.2%，双双跌落上周五所创的纪录高位，纳指收涨0.4%，连续第三日创收盘新高。</p>\n<p>标普500的11个板块中，周一有8个收跌，仅信息技术、通信服务这些科技股所在板块以及传统的防御性板块公用事业收涨。跌超2%的能源板块领跌。</p>\n<p>最近疫苗的研发进展已经推动美股创新高，但新冠病毒传染率上升及其对经济的潜在影响在给市场情绪施压。上周日晚，加州为遏制病毒传播而出台的新防疫措施生效。</p>\n<p>NatWest Markets的策略师James McCormick评论称，对美国增长而言，疫苗不会对第三波疫情有重大影响。美国经济近期的增长趋势显然偏向下行。</p>\n<p><b>金融时报：Uber放弃自行开发无人驾驶汽车</b><img src=\"https://static.tigerbbs.com/df0a9f80874d9c9eb4ee520049b34108\" tg-width=\"624\" tg-height=\"421\"></p>\n<p>网约车App Uber放弃了自行开发无人驾驶汽车的努力，将1200名员工的旗下无人驾驶汽车业务拱手让给亚马逊和红杉支持的初创公司Aurora，并将投资4亿美元。</p>\n<p>Uber此前寻求开发全自动汽车，并通过拥有一批自动驾驶出租车超越竞争对手。上述交易标志着，Uber最为雄心勃勃的一个业务发展方向画上句号。早在2018年，Uber的这一业务就在亚利桑那州一名女士因无人驾驶汽车车祸而丧生后遭遇阻力。投资者此前施压Uber，强迫该司将重点放在让核心业务网约车盈利上。</p>\n<p>去年4月，丰田和软银赶在Uber上市前持有了Uber自动驾驶业务的少数股权，当时该业务的估值为72.5亿美元。去年红杉领投5.3亿美元的一轮融资后，Aurora的投后估值达到25亿美元。Aurora表示，Uber的交易将让其估值增长三倍，达到100亿美元。Uber及其合作方将共持有Aurora 40%的股份，这意味着，Uber的自动驾驶业务价值大幅缩水，只有40亿美元。Uber将持有Aurora 26%的股份，Uber的CEO Dara Kosrowshahi将成为Aurora的一名董事。</p>\n<p><b>路透社：为敲定脱欧贸易协议英国与欧盟领导人将面对面会谈</b>&nbsp;<img src=\"https://static.tigerbbs.com/b0b276b768fc7afc71af94408d78c95b\" tg-width=\"624\" tg-height=\"178\">本周一，英国和欧盟仍未能缩小双方的分歧，令英国本月底以前无序脱欧的可能性增加。英国首相约翰逊将出访布鲁塞尔，和欧盟委员会主席冯德莱恩面对面会谈，寻求敲定脱欧贸易协议。这被视为达成协议的最后一次尝试。两人会谈的具体时间还未公布，预计约翰逊出访不会和本周四与周五的欧盟峰会撞车。&nbsp;约翰逊和冯德莱恩通话后于周一发布的联合声明称，因仍在重要问题上存在分歧，达成协议的条件并未满足。两人已经要求双方的首席谈判代表准备评估现有的分歧，以便在今后几天内面对面讨论。&nbsp;爱尔兰外交部长Simon Coveney称，对谈判员来说，本周三是避免无协议脱欧的截止期。&nbsp;欧盟27个成员国的领导人已经一致同意加快制定应急方案，应对无协议脱欧对各自经济的影响。</p>\n<p><b>CNBC：美国国会有意通过短期融资方案为达成抗疫救助和支出协议争取时间&nbsp;</b>&nbsp;</p>\n<p><img src=\"https://static.tigerbbs.com/f6d0417b30e76b44ebb7b17af589b315\" tg-width=\"578\" tg-height=\"446\">美国国会民主党和共和党的领袖本周一称，国会的目标是，将政府融资延续一周，为试图同时达成支出和抗议救助方案的议员争取时间。&nbsp;众议院多数党民主党的领袖Steny Hoyer表示，本周三，众议院将就一项短期融资议案投票表决，该议案将让联邦政府得到短期资金，可以维持运转到12月18日。参议院多数党共和党的领袖此后重申了这一计划。&nbsp;若国会未能通过任何新的支出方案，联邦政府的资金将在本周六告罄，被迫停摆。&nbsp;此前，两党国会领袖暗示，他们希望将抗疫救助的相关条款纳入避免政府停摆的融资方案。参众两院的议员希望本周一公布9080亿美元规模抗疫救助方案的详细概况。民主党领袖已表示，支持基于该规模的方案同共和党人进行抗疫救助议案的谈判。&nbsp;<b>&nbsp;</b></p>\n<p><b>彭博社：美国新冠死亡病例升至4月巅峰水平；福奇警告圣诞的传染风险超过感恩节</b><img src=\"https://static.tigerbbs.com/4b532d893517a021329fa05d1473ac6a\" tg-width=\"624\" tg-height=\"243\">约翰霍普金斯大学数据显示，截至上周日，美国的七日平均新冠肺炎死亡病例升至2021例，仅略低于4月18日所创的疫情期间最高峰水平，上周日新增确诊病例17.5578万例，七日平均病例达到创纪录的19.6319万例。</p>\n<p>马萨诸塞大学阿默斯特分校生物统计与流行病实验室Reich Lab以四周为期间的预测结果显示，截至12月26日，美国的日均死亡病例将在1643例到1886例。</p>\n<p>包括加州、纽约和宾夕法尼亚在内，美国多个州都出现新冠肺炎住院病例上升的警报信号。由于病毒传染和通报死亡之间还有时间滞后，今后死亡病例可能进一步增长。过去一周，美国的死亡病例多发地带仍是中西部地区，暗示传染率上升的东北部和西部地区还未出现最严重的死亡情况。</p>\n<p>本周一，美国资深传染病专家、美国国立卫生研究院（NIH）过敏症和传染病研究所（NIAID）所长安东尼•福奇表示，在新冠病毒传播方面，圣诞节假期带来的风险可能超过感恩节。感恩节假期的出行和聚会往往持续时间较短，而圣诞节的活动可能持续整个为期八天的犹太光明节和元旦贺新年期间。福奇说，圣诞节将“脆弱的期间延长了两三倍”，可能给下一次疫情高峰铺平道路。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8c31828339b32587d65bd36b68f9023","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130762717","content_text":"华尔街日报：道指因疫情打击收跌但纳指收创新高\n\n\n金融时报：Uber放弃自行开发无人驾驶汽车\n\n\n路透社：为敲定脱欧贸易协议英国与欧盟领导人将面对面会谈\n\n\nCNBC：美国国会有意通过短期融资方案为达成抗疫救助和支出协议争取时间\n\n\n彭博社：美国新冠死亡病例升至4月巅峰水平；福奇警告圣诞的传染风险超过感恩节\n\n华尔街日报：道指因疫情打击收跌但纳指收创新高\n投资者担心新冠肺炎传染率高企可能打击今年冬季几个月的经济增长，道指和标普500本周一双双收跌，但科技股为重的纳指收涨。道指收跌148.47点，跌幅0.5%，标普收跌0.2%，双双跌落上周五所创的纪录高位，纳指收涨0.4%，连续第三日创收盘新高。\n标普500的11个板块中，周一有8个收跌，仅信息技术、通信服务这些科技股所在板块以及传统的防御性板块公用事业收涨。跌超2%的能源板块领跌。\n最近疫苗的研发进展已经推动美股创新高，但新冠病毒传染率上升及其对经济的潜在影响在给市场情绪施压。上周日晚，加州为遏制病毒传播而出台的新防疫措施生效。\nNatWest Markets的策略师James McCormick评论称，对美国增长而言，疫苗不会对第三波疫情有重大影响。美国经济近期的增长趋势显然偏向下行。\n金融时报：Uber放弃自行开发无人驾驶汽车\n网约车App Uber放弃了自行开发无人驾驶汽车的努力，将1200名员工的旗下无人驾驶汽车业务拱手让给亚马逊和红杉支持的初创公司Aurora，并将投资4亿美元。\nUber此前寻求开发全自动汽车，并通过拥有一批自动驾驶出租车超越竞争对手。上述交易标志着，Uber最为雄心勃勃的一个业务发展方向画上句号。早在2018年，Uber的这一业务就在亚利桑那州一名女士因无人驾驶汽车车祸而丧生后遭遇阻力。投资者此前施压Uber，强迫该司将重点放在让核心业务网约车盈利上。\n去年4月，丰田和软银赶在Uber上市前持有了Uber自动驾驶业务的少数股权，当时该业务的估值为72.5亿美元。去年红杉领投5.3亿美元的一轮融资后，Aurora的投后估值达到25亿美元。Aurora表示，Uber的交易将让其估值增长三倍，达到100亿美元。Uber及其合作方将共持有Aurora 40%的股份，这意味着，Uber的自动驾驶业务价值大幅缩水，只有40亿美元。Uber将持有Aurora 26%的股份，Uber的CEO Dara Kosrowshahi将成为Aurora的一名董事。\n路透社：为敲定脱欧贸易协议英国与欧盟领导人将面对面会谈 本周一，英国和欧盟仍未能缩小双方的分歧，令英国本月底以前无序脱欧的可能性增加。英国首相约翰逊将出访布鲁塞尔，和欧盟委员会主席冯德莱恩面对面会谈，寻求敲定脱欧贸易协议。这被视为达成协议的最后一次尝试。两人会谈的具体时间还未公布，预计约翰逊出访不会和本周四与周五的欧盟峰会撞车。 约翰逊和冯德莱恩通话后于周一发布的联合声明称，因仍在重要问题上存在分歧，达成协议的条件并未满足。两人已经要求双方的首席谈判代表准备评估现有的分歧，以便在今后几天内面对面讨论。 爱尔兰外交部长Simon Coveney称，对谈判员来说，本周三是避免无协议脱欧的截止期。 欧盟27个成员国的领导人已经一致同意加快制定应急方案，应对无协议脱欧对各自经济的影响。\nCNBC：美国国会有意通过短期融资方案为达成抗疫救助和支出协议争取时间  \n美国国会民主党和共和党的领袖本周一称，国会的目标是，将政府融资延续一周，为试图同时达成支出和抗议救助方案的议员争取时间。 众议院多数党民主党的领袖Steny Hoyer表示，本周三，众议院将就一项短期融资议案投票表决，该议案将让联邦政府得到短期资金，可以维持运转到12月18日。参议院多数党共和党的领袖此后重申了这一计划。 若国会未能通过任何新的支出方案，联邦政府的资金将在本周六告罄，被迫停摆。 此前，两党国会领袖暗示，他们希望将抗疫救助的相关条款纳入避免政府停摆的融资方案。参众两院的议员希望本周一公布9080亿美元规模抗疫救助方案的详细概况。民主党领袖已表示，支持基于该规模的方案同共和党人进行抗疫救助议案的谈判。  \n彭博社：美国新冠死亡病例升至4月巅峰水平；福奇警告圣诞的传染风险超过感恩节约翰霍普金斯大学数据显示，截至上周日，美国的七日平均新冠肺炎死亡病例升至2021例，仅略低于4月18日所创的疫情期间最高峰水平，上周日新增确诊病例17.5578万例，七日平均病例达到创纪录的19.6319万例。\n马萨诸塞大学阿默斯特分校生物统计与流行病实验室Reich Lab以四周为期间的预测结果显示，截至12月26日，美国的日均死亡病例将在1643例到1886例。\n包括加州、纽约和宾夕法尼亚在内，美国多个州都出现新冠肺炎住院病例上升的警报信号。由于病毒传染和通报死亡之间还有时间滞后，今后死亡病例可能进一步增长。过去一周，美国的死亡病例多发地带仍是中西部地区，暗示传染率上升的东北部和西部地区还未出现最严重的死亡情况。\n本周一，美国资深传染病专家、美国国立卫生研究院（NIH）过敏症和传染病研究所（NIAID）所长安东尼•福奇表示，在新冠病毒传播方面，圣诞节假期带来的风险可能超过感恩节。感恩节假期的出行和聚会往往持续时间较短，而圣诞节的活动可能持续整个为期八天的犹太光明节和元旦贺新年期间。福奇说，圣诞节将“脆弱的期间延长了两三倍”，可能给下一次疫情高峰铺平道路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390469938,"gmtCreate":1605839334524,"gmtModify":1703840014286,"author":{"id":"3494284752820565","authorId":"3494284752820565","name":"贫困山区大学生","avatar":"https://static.tigerbbs.com/e0ecfb17ad007e22733c9024c9036ce1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"水贴子[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"水贴子[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"水贴子[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390469938","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308387271,"gmtCreate":1603870624693,"gmtModify":1703831027241,"author":{"id":"3494284752820565","authorId":"3494284752820565","name":"贫困山区大学生","avatar":"https://static.tigerbbs.com/e0ecfb17ad007e22733c9024c9036ce1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308387271","repostId":"303240882","repostType":1,"repost":{"id":303240882,"gmtCreate":1603180189440,"gmtModify":1703828944199,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【老虎专刊】蔚来还能买入吗？看看虎友们怎么说","htmlText":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 <a target=\"_blank\" href=\"https://laohu8.com/U/3494295154959832\">@FinMelon</a> <a href=\"https://laohu8.com/TW/309000612\" target=\"_blank\">我对蔚来许下的十倍承诺（圆梦篇）</a> <a href=\"https://laohu8.com/TW/309124295\" target=\"_blank\">十倍后的蔚来，还有多少未来？</a> 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... <a target=\"_blank\" href=\"https://laohu8.com/U/3532514747665209\">@相信过程</a> <a href=\"https://laohu8.com/TW/309317997\" target=\"_blank\">蔚来车主关于蔚来的思考</a>","listText":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 <a target=\"_blank\" href=\"https://laohu8.com/U/3494295154959832\">@FinMelon</a> <a href=\"https://laohu8.com/TW/309000612\" target=\"_blank\">我对蔚来许下的十倍承诺（圆梦篇）</a> <a href=\"https://laohu8.com/TW/309124295\" target=\"_blank\">十倍后的蔚来，还有多少未来？</a> 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... <a target=\"_blank\" href=\"https://laohu8.com/U/3532514747665209\">@相信过程</a> <a href=\"https://laohu8.com/TW/309317997\" target=\"_blank\">蔚来车主关于蔚来的思考</a>","text":"2020年10月15日，摩根大通发布了一篇评级报告，将蔚来汽车由“中性”调为“增持”评级，目标价40美元。当日，蔚来汽车大涨23.03%。截至上周五，蔚来汽车今年以来涨幅达609%，近1年最大涨幅超22倍，总市值超过384亿美元。$蔚来(NIO)$在美股市场，蔚来市值已经超过福特汽车、法拉利等，A股市场上超越上汽集团市值2370亿元，近乎相当于两个广汽集团市值。相信大家都很好奇现在还能买入吗？一起来看看虎友们怎么说。 @FinMelon 我对蔚来许下的十倍承诺（圆梦篇） 十倍后的蔚来，还有多少未来？ 我认为中国市场是一个前景和潜力都无法预估和衡量的市场。特斯拉在中国建设超级工厂之前股票市值也不到300亿美元，自Model 3国产化之后，特斯拉股价一路飙升，截止今日总市值达4121亿美元。再看我们的蔚来汽车，目前市值295亿美元，这与特拉斯大爆发前的估值水平相当... @相信过程 蔚来车主关于蔚来的思考","images":[{"img":"https://static.tigerbbs.com/25623c90f63ca783878682f024817c9a","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/e1f5e73e0d53505a5ff6de3973bf6a95","width":"2160","height":"1080"},{"img":"https://static.tigerbbs.com/e626ea5bc01c43fb799f2a224e1ea66e","width":"2292","height":"1118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303240882","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308387600,"gmtCreate":1603870616100,"gmtModify":1703831026899,"author":{"id":"3494284752820565","authorId":"3494284752820565","name":"贫困山区大学生","avatar":"https://static.tigerbbs.com/e0ecfb17ad007e22733c9024c9036ce1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308387600","repostId":"301390992","repostType":1,"repost":{"id":301390992,"gmtCreate":1603357891816,"gmtModify":1703829647303,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"火过头的物业股，已经开始自燃了！","htmlText":"近期港股IPO可谓是热火朝天，大量房企将旗下的物业管理部分进行拆分扎堆港股上市。先有卓越商企服务，上市后首日高开10%后便一路走低，表现平平不尽人意。后有今天上市的第一服务控股，开盘即破发，且盘中一路走低，毫无回头的意思。截至收盘，收跌-26.67%。这也给那些拿着超高估值赴港上市（QUAN QIAN）的房企带来了迎头一棒！数据源自Wind金融终端那么曾经港股市场的大热门，股民眼中的香饽饽怎么突然就不香了呢？今时不同往日，去年开始至今年上半年的物业股确实是可以无脑打新的，像今年5月份上市的建业新生活，开盘首日大涨26%，次日继续延续涨幅至25.45%,前三日股价最高涨超60%；金融界物业首日大涨36.96%，正荣服务首日大涨26.15%，绿城管理服务，前三日涨幅最高达76%。之前绝大多数的物业股都是带着巨大的涨幅而开启一个全新的时代，而近期发行的四支地产物业股（现在是三支）为什么都统统不建议打新呢？因为近期的几只物业股都有一个共同的特征：估值过高！过高的估值分明是在向外界传递着某种信息：“快来呀，港股的投资者（JIU CAI MEN）都喜欢地产物业股，我们可以来收割一波了”。然而面对超高的估值，企业是否真的有那么强的实力去做支撑呢？显然是没有的（可以看我上一篇对合景悠活文章的分析）；合景悠活好歹拿出了高瓴作为基石的背书；世茂服务则是赤膊上阵，要钱的架势仿佛有了“此山是我开，此路是我开的”的画面感。400亿港元左右的招股市值已经超过了碧桂园。物业前十强，世贸排第三。超高的招股估值，80多倍PE，可以说毫无诚意可言。毕竟作为老大哥的碧桂园和保利物业，也才60倍左右的PE。看不到什么上涨空间的股票，所以我为何要为你买单呢？数据源自捷利交易宝相较于之前动不动就是上百倍的认购盛况，今天的投资者们也确实优秀了很多，冷静了很多。从交易宝的数据可以看到，距离世茂服务截止认购已不足24小时，","listText":"近期港股IPO可谓是热火朝天，大量房企将旗下的物业管理部分进行拆分扎堆港股上市。先有卓越商企服务，上市后首日高开10%后便一路走低，表现平平不尽人意。后有今天上市的第一服务控股，开盘即破发，且盘中一路走低，毫无回头的意思。截至收盘，收跌-26.67%。这也给那些拿着超高估值赴港上市（QUAN QIAN）的房企带来了迎头一棒！数据源自Wind金融终端那么曾经港股市场的大热门，股民眼中的香饽饽怎么突然就不香了呢？今时不同往日，去年开始至今年上半年的物业股确实是可以无脑打新的，像今年5月份上市的建业新生活，开盘首日大涨26%，次日继续延续涨幅至25.45%,前三日股价最高涨超60%；金融界物业首日大涨36.96%，正荣服务首日大涨26.15%，绿城管理服务，前三日涨幅最高达76%。之前绝大多数的物业股都是带着巨大的涨幅而开启一个全新的时代，而近期发行的四支地产物业股（现在是三支）为什么都统统不建议打新呢？因为近期的几只物业股都有一个共同的特征：估值过高！过高的估值分明是在向外界传递着某种信息：“快来呀，港股的投资者（JIU CAI MEN）都喜欢地产物业股，我们可以来收割一波了”。然而面对超高的估值，企业是否真的有那么强的实力去做支撑呢？显然是没有的（可以看我上一篇对合景悠活文章的分析）；合景悠活好歹拿出了高瓴作为基石的背书；世茂服务则是赤膊上阵，要钱的架势仿佛有了“此山是我开，此路是我开的”的画面感。400亿港元左右的招股市值已经超过了碧桂园。物业前十强，世贸排第三。超高的招股估值，80多倍PE，可以说毫无诚意可言。毕竟作为老大哥的碧桂园和保利物业，也才60倍左右的PE。看不到什么上涨空间的股票，所以我为何要为你买单呢？数据源自捷利交易宝相较于之前动不动就是上百倍的认购盛况，今天的投资者们也确实优秀了很多，冷静了很多。从交易宝的数据可以看到，距离世茂服务截止认购已不足24小时，","text":"近期港股IPO可谓是热火朝天，大量房企将旗下的物业管理部分进行拆分扎堆港股上市。先有卓越商企服务，上市后首日高开10%后便一路走低，表现平平不尽人意。后有今天上市的第一服务控股，开盘即破发，且盘中一路走低，毫无回头的意思。截至收盘，收跌-26.67%。这也给那些拿着超高估值赴港上市（QUAN QIAN）的房企带来了迎头一棒！数据源自Wind金融终端那么曾经港股市场的大热门，股民眼中的香饽饽怎么突然就不香了呢？今时不同往日，去年开始至今年上半年的物业股确实是可以无脑打新的，像今年5月份上市的建业新生活，开盘首日大涨26%，次日继续延续涨幅至25.45%,前三日股价最高涨超60%；金融界物业首日大涨36.96%，正荣服务首日大涨26.15%，绿城管理服务，前三日涨幅最高达76%。之前绝大多数的物业股都是带着巨大的涨幅而开启一个全新的时代，而近期发行的四支地产物业股（现在是三支）为什么都统统不建议打新呢？因为近期的几只物业股都有一个共同的特征：估值过高！过高的估值分明是在向外界传递着某种信息：“快来呀，港股的投资者（JIU CAI MEN）都喜欢地产物业股，我们可以来收割一波了”。然而面对超高的估值，企业是否真的有那么强的实力去做支撑呢？显然是没有的（可以看我上一篇对合景悠活文章的分析）；合景悠活好歹拿出了高瓴作为基石的背书；世茂服务则是赤膊上阵，要钱的架势仿佛有了“此山是我开，此路是我开的”的画面感。400亿港元左右的招股市值已经超过了碧桂园。物业前十强，世贸排第三。超高的招股估值，80多倍PE，可以说毫无诚意可言。毕竟作为老大哥的碧桂园和保利物业，也才60倍左右的PE。看不到什么上涨空间的股票，所以我为何要为你买单呢？数据源自捷利交易宝相较于之前动不动就是上百倍的认购盛况，今天的投资者们也确实优秀了很多，冷静了很多。从交易宝的数据可以看到，距离世茂服务截止认购已不足24小时，","images":[{"img":"https://static.tigerbbs.com/9706b7c634bbfaac85a261e295692fc7","width":"600","height":"370"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301390992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308387825,"gmtCreate":1603870609867,"gmtModify":1703831027070,"author":{"id":"3494284752820565","authorId":"3494284752820565","name":"贫困山区大学生","avatar":"https://static.tigerbbs.com/e0ecfb17ad007e22733c9024c9036ce1","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308387825","repostId":"303764793","repostType":1,"repost":{"id":303764793,"gmtCreate":1603275436305,"gmtModify":1703829309363,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【虎友访谈】FinMelon：十倍牛股有特征，港股ipo终会趋于冷静","htmlText":" “目标达到，不留恋；风险到了，不幻想！估值过高的股票可以等到上市后择时买入并长线持有，十倍股的特征可以用7个问题的形式去做初步判断。” 来吧，欢迎虎妞今天请到的嘉宾@FinMelon 分享她的投资技巧与观点~ &nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> @FinMelon 25岁，香港科技大学经济学研究生毕业，目前在深圳从事金融工作。港美A投资者。8年的A股投资经验，5年的美股投资经验，港股算是比较晚，研究生时代才开始慢慢接触港股短短2年左右的时间。爱好：唱歌，旅行，美食，汽车，数码。 T：什么契机下接触到炒股的？ 本科读的金融学专业，当时整个专业都洋溢着炒股的气息，于是在同学的“勾引”（说挣生活费不要太容易），专业课老师的推动下，打个车就去申银万国（目前已合并为申万宏源）开了A股账户，入市本金1W人民币。 T：看您对申购新股有做研究，怎么判定是否可打新呢？ 因为目前工作属性和个人爱好的原因，每天都会关注港美A三大市场的股票。而且因为本身做的是投资者关系这一块的工作，所以需要对各个行业和不同公司都要进行了解和尽调。并且手持Wind账户，做数据上的分析和研究也比较全面和方便。 针对港美股的打新，因为本身美股起初是不存在散户打新认购这个概念的，所以我在美股打新这一块没有更深入的研究。 港股的话，我个人习惯根据公司所在的行业选取几家同类型公司进行横向比较。 至于如何判定是否可打新，我一般都是参考该公司的行业地位和市场占有量，以及他的估值是否合理化。 T：最近的几只新港股估值过高，有虎友觉得打新似乎不是那么划算了，您怎么看待未来的港股打新市场？ 确实是这样的！最近几年，生物医药和物业股都是港股市场的香饽饽。公开配售认购倍数基本上都是100倍起步，各家券商认购的杠杆也越放越大","listText":" “目标达到，不留恋；风险到了，不幻想！估值过高的股票可以等到上市后择时买入并长线持有，十倍股的特征可以用7个问题的形式去做初步判断。” 来吧，欢迎虎妞今天请到的嘉宾@FinMelon 分享她的投资技巧与观点~ &nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> @FinMelon 25岁，香港科技大学经济学研究生毕业，目前在深圳从事金融工作。港美A投资者。8年的A股投资经验，5年的美股投资经验，港股算是比较晚，研究生时代才开始慢慢接触港股短短2年左右的时间。爱好：唱歌，旅行，美食，汽车，数码。 T：什么契机下接触到炒股的？ 本科读的金融学专业，当时整个专业都洋溢着炒股的气息，于是在同学的“勾引”（说挣生活费不要太容易），专业课老师的推动下，打个车就去申银万国（目前已合并为申万宏源）开了A股账户，入市本金1W人民币。 T：看您对申购新股有做研究，怎么判定是否可打新呢？ 因为目前工作属性和个人爱好的原因，每天都会关注港美A三大市场的股票。而且因为本身做的是投资者关系这一块的工作，所以需要对各个行业和不同公司都要进行了解和尽调。并且手持Wind账户，做数据上的分析和研究也比较全面和方便。 针对港美股的打新，因为本身美股起初是不存在散户打新认购这个概念的，所以我在美股打新这一块没有更深入的研究。 港股的话，我个人习惯根据公司所在的行业选取几家同类型公司进行横向比较。 至于如何判定是否可打新，我一般都是参考该公司的行业地位和市场占有量，以及他的估值是否合理化。 T：最近的几只新港股估值过高，有虎友觉得打新似乎不是那么划算了，您怎么看待未来的港股打新市场？ 确实是这样的！最近几年，生物医药和物业股都是港股市场的香饽饽。公开配售认购倍数基本上都是100倍起步，各家券商认购的杠杆也越放越大","text":"“目标达到，不留恋；风险到了，不幻想！估值过高的股票可以等到上市后择时买入并长线持有，十倍股的特征可以用7个问题的形式去做初步判断。” 来吧，欢迎虎妞今天请到的嘉宾@FinMelon 分享她的投资技巧与观点~ #老虎步行街# @FinMelon 25岁，香港科技大学经济学研究生毕业，目前在深圳从事金融工作。港美A投资者。8年的A股投资经验，5年的美股投资经验，港股算是比较晚，研究生时代才开始慢慢接触港股短短2年左右的时间。爱好：唱歌，旅行，美食，汽车，数码。 T：什么契机下接触到炒股的？ 本科读的金融学专业，当时整个专业都洋溢着炒股的气息，于是在同学的“勾引”（说挣生活费不要太容易），专业课老师的推动下，打个车就去申银万国（目前已合并为申万宏源）开了A股账户，入市本金1W人民币。 T：看您对申购新股有做研究，怎么判定是否可打新呢？ 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