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Moneywizpd

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- MoneywizpdMoneywizpd
  ·2024-04-22
  Guess the winner，Earn Tiger Coins
  Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.
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  Guess the winner，Earn Tiger Coins
- MoneywizpdMoneywizpd
  ·2021-08-30
  Too bad :-(
  多股一周飙涨超20%！中概股惊现黄金坑？
  互联网公司遇上了“价值投资”，会擦出怎样的火花？近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论阿里巴巴的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投
  多股一周飙涨超20%！中概股惊现黄金坑？
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- MoneywizpdMoneywizpd
  ·2021-07-13
  Nice
  Consumer price index increases 5.4% in June vs. 5% estimate
  Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor D
  Consumer price index increases 5.4% in June vs. 5% estimate
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- MoneywizpdMoneywizpd
  ·2021-07-13
  Nothing happening
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- MoneywizpdMoneywizpd
  ·2021-07-13
  Good
  Sorry, this post has been deleted
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- MoneywizpdMoneywizpd
  ·2021-07-13
  Not good
  Sorry, this post has been deleted
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- MoneywizpdMoneywizpd
  ·2021-07-07
  $Alibaba(BABA)$what is happening with Alibaba? Continuing downward for continuous four days
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- MoneywizpdMoneywizpd
  ·2021-07-06
  Hmmmm
  Sorry, this post has been deleted
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- MoneywizpdMoneywizpd
  ·2021-07-06
  Hope those will perform as expected
  Sorry, this post has been deleted
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- MoneywizpdMoneywizpd
  ·2021-07-06
  Nice summary
  Sorry, this post has been deleted
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:-(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811361996","repostId":"2163077887","repostType":2,"repost":{"id":"2163077887","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1630290070,"share":"https://ttm.financial/m/news/2163077887?lang=&edition=fundamental","pubTime":"2021-08-30 10:21","market":"sh","language":"zh","title":"多股一周飙涨超20%！中概股惊现黄金坑？","url":"https://stock-news.laohu8.com/highlight/detail?id=2163077887","media":"券商中国","summary":"互联网公司遇上了“价值投资”，会擦出怎样的火花？\n近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论阿里巴巴的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投","content":"<p>互联网公司遇上了“价值投资”，会擦出怎样的火花？</p>\n<p>近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投资策略分析阿里的财务状况，认为“目前的股价可能是十年一次的机会。”</p>\n<p>此外，在<a href=\"https://laohu8.com/S/JD\">京东</a>披露半年报后，有“女版巴菲特”之称的“木头姐”凯瑟琳·伍德所创立的ARK基金，旗下的太空科技主题ETF (ARKX)于当地时间8月23日买入了超过16万股的京东ADR，合计约1200万美元。值得注意是，“木头姐”7月底接受媒体采访时曾透露，几乎已清仓中概股。如今，她在短时间对中概股态度却发生了转变。</p>\n<p>在近期中概股互联网公司股价跌跌不休之际，已有大量海外散户甚至是机构投资者认为阿里巴巴、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等公司股价“极具吸引力”，并已经开始了抄底行动，甚至有机构发行新基金专门投向A股或港股市场。</p>\n<p>中概股“黄金坑”已至？在过去的一周，在美上市的中概股股价平均涨幅近8%，大幅跑赢同期A股股指，更有多个明星公司涨幅超20%。有机构投资者坦言：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。”</p>\n<p>中概股回温</p>\n<p>今年以来，受对冲基金爆仓、反垄断等因素影响，在美上市的中概股日子并不好过，不少明星公司股价持续走弱，甚至遭遇腰斩。据券商中国记者统计，在纳入统计的285只中概股中，年初至今的最大平均跌幅约为58.5%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>集团股价最大跌幅分别为99%和98.4%，15家公司股价跌幅超90%。</p>\n<p><b>但随着市场对政策的解读逐渐乐观，以及部分等互联网公司披露了较为乐观的半年报，中概股在上周出现了集体回暖，有233只实现周内上涨，占比超8成，平均涨幅达到7.86%。个股来看，图森未来本周涨逾47%，雾芯科技、欢聚均涨逾30%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、京东均涨逾20%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/94b343a4592d4c2596bac4a921da566d\" tg-width=\"610\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p>\n<p>京东此前披露上半年业绩数据显示：上半年公司收入4569亿元，同比增长32%，归属股东利润44.11亿元，同比减少75%。其中，二季度实现营收2538亿元，同比增长26.2%，高于彭博此前预期的2477亿元；归属股东净利润为7.94亿元，低于彭博预期的23.25亿元，主要原因是股权激励费用同比增加14亿元。半年报公布后，当日美股大涨14.44%，同系股票亦有可观涨幅。当日<a href=\"https://laohu8.com/S/06618\">京东健康</a>大涨14.50%；<a href=\"https://laohu8.com/S/02618\">京东物流</a>上涨7.21%。</p>\n<p>美国著名投资机构方舟投资管理公司&nbsp;(ARK invest)在京东业绩发布后购买了其股票，数据显示，Ark旗下的Autonomous Technology&amp;Robotics ETF（代码ARKQ）8月23日买进了京东的美国存托凭证，合计约1200万美元。该机构创始人凯瑟琳·伍德透露，该基金对中国企业进行了梳理，目前正整合在百货、物流及制造业公司的仓位，“物流是京东业务的重要组成部分。”</p>\n<p>凯瑟琳·伍德8月24日在接受彭博采访时表示，她对中国的看法是乐观的，而不是悲观：“从长远来看，我对中国并不悲观，我认为这是一个非常具有创业精神的社会。中国政府正在制定更多的规章制度，但我不认为其想要阻止增长和进步。”</p>\n<p>近期外资机构大手笔“抄底”</p>\n<p>Amber Hill Capital Ltd的资产管理总监 Jackson Wong表示：“我们看到市场上有很多对于中概股的抄底行动，其中包括对腾讯和阿里巴巴的大手笔买入。”</p>\n<p>Vanda Research在上周三的一份报告中表示，近期美国散户“抢购”阿里巴巴，使其成为上周一美国市场被购入量最多的一只股票，也导致了中国公司在美国的存托凭证（ADR）净购买超过4亿美元。</p>\n<p>华兴资本公司交易员Andy Maynard认为：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。”&nbsp;</p>\n<p>此外，一些投资者在抛售期间趁机买入。Aberdeen Standard Investments的资深基金经理Hugh Young本月早些时候表示，他的公司已经开始买入腾讯，并保持其大部分其他科技股仓位不变。</p>\n<p>而合计管理超过730亿美元的投资公司William Blair Investment Management则于最近推出了一只共同基金投资于中国市场。据了解，该基金由将由公司全球股票团队的Casey Preyss和Vivian Lin Thurston共同管理，将至少80%的资产投资于A股、港股以及ADR、GDR等。该公司合伙人 Robert Duwa表示。“自1990年代中期以来，中国一直是我们全球股票配置不可或缺的一部分。”</p>\n<p>在桥水基金二季度报告中可以发现，截至二季度末，该基金持有至少37家中国公司的股份，合计市值约12亿美元，并在二季度增持了13家公司，包括雾芯科技、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>等。截至6月30日，阿里巴巴、拼多多、京东、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>以7.19亿美元的总市值位列前五。桥水基金创始人达利欧日前在领英发文指出：中国的政策行动方向从未改变：即支持资本市场、企业家精神和对外开放投资的快速稳定发展。</p>\n<p><img src=\"https://static.tigerbbs.com/1e989048ea72408cb51a80fbc0599c73\" tg-width=\"898\" tg-height=\"695\" referrerpolicy=\"no-referrer\"></p>\n<p>以格雷厄姆投资策略衡量阿里巴巴</p>\n<p>在著名的美国散户聚集地Reddit论坛中，近期关于阿里巴巴股票的讨论也愈发热闹，有投资者直言，目前公司股价““极具吸引力””。</p>\n<p>还有一名格雷厄姆“信徒”发帖表示，现在市场符合格雷厄姆/防御性投资者标准的股票屈指可数， “（格雷厄姆投资策略）在过去20到30年里一直奏效。因此，对于我们许多人来说，阿里巴巴目前的股价可能是十年一次的机会。”</p>\n<p>有意思的是，一家位于美国里士满的投资者公司TRG Investments，其截至二季度的资产管理组合中，“全仓”了阿里巴巴的美股ADR，持股量为115.65万股，约合1.84亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/2f8f4a003ebd45498341c9f984d2b5a7\" tg-width=\"1080\" tg-height=\"128\" referrerpolicy=\"no-referrer\"></p>\n<p>Seeking Alpha网站分析师Victor Dergunov对阿里的股价给出了颇为乐观的期望：预计阿里巴巴明年的盈利为11.80美元/股，即使股价仅为20倍的净收益倍数，股价也将达到236美元，这相当于未来一年半的回报率约为 40%。</p>\n<p>他表示，而在更为乐观的情况下，如果让阿里巴巴在下一个财年末估值达到22倍，股价据目前将有55%的增幅潜力至260美元左右。“即便如此，与美国科技公司股票的估值相比，这仍将是一个非常便宜的价格。”&nbsp;</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>多股一周飙涨超20%！中概股惊现黄金坑？</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; 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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多股一周飙涨超20%！中概股惊现黄金坑？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-08-30 10:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>互联网公司遇上了“价值投资”，会擦出怎样的火花？</p>\n<p>近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投资策略分析阿里的财务状况，认为“目前的股价可能是十年一次的机会。”</p>\n<p>此外，在<a href=\"https://laohu8.com/S/JD\">京东</a>披露半年报后，有“女版巴菲特”之称的“木头姐”凯瑟琳·伍德所创立的ARK基金，旗下的太空科技主题ETF (ARKX)于当地时间8月23日买入了超过16万股的京东ADR，合计约1200万美元。值得注意是，“木头姐”7月底接受媒体采访时曾透露，几乎已清仓中概股。如今，她在短时间对中概股态度却发生了转变。</p>\n<p>在近期中概股互联网公司股价跌跌不休之际，已有大量海外散户甚至是机构投资者认为阿里巴巴、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等公司股价“极具吸引力”，并已经开始了抄底行动，甚至有机构发行新基金专门投向A股或港股市场。</p>\n<p>中概股“黄金坑”已至？在过去的一周，在美上市的中概股股价平均涨幅近8%，大幅跑赢同期A股股指，更有多个明星公司涨幅超20%。有机构投资者坦言：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。”</p>\n<p>中概股回温</p>\n<p>今年以来，受对冲基金爆仓、反垄断等因素影响，在美上市的中概股日子并不好过，不少明星公司股价持续走弱，甚至遭遇腰斩。据券商中国记者统计，在纳入统计的285只中概股中，年初至今的最大平均跌幅约为58.5%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>集团股价最大跌幅分别为99%和98.4%，15家公司股价跌幅超90%。</p>\n<p><b>但随着市场对政策的解读逐渐乐观，以及部分等互联网公司披露了较为乐观的半年报，中概股在上周出现了集体回暖，有233只实现周内上涨，占比超8成，平均涨幅达到7.86%。个股来看，图森未来本周涨逾47%，雾芯科技、欢聚均涨逾30%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、京东均涨逾20%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/94b343a4592d4c2596bac4a921da566d\" tg-width=\"610\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p>\n<p>京东此前披露上半年业绩数据显示：上半年公司收入4569亿元，同比增长32%，归属股东利润44.11亿元，同比减少75%。其中，二季度实现营收2538亿元，同比增长26.2%，高于彭博此前预期的2477亿元；归属股东净利润为7.94亿元，低于彭博预期的23.25亿元，主要原因是股权激励费用同比增加14亿元。半年报公布后，当日美股大涨14.44%，同系股票亦有可观涨幅。当日<a href=\"https://laohu8.com/S/06618\">京东健康</a>大涨14.50%；<a href=\"https://laohu8.com/S/02618\">京东物流</a>上涨7.21%。</p>\n<p>美国著名投资机构方舟投资管理公司&nbsp;(ARK invest)在京东业绩发布后购买了其股票，数据显示，Ark旗下的Autonomous Technology&amp;Robotics ETF（代码ARKQ）8月23日买进了京东的美国存托凭证，合计约1200万美元。该机构创始人凯瑟琳·伍德透露，该基金对中国企业进行了梳理，目前正整合在百货、物流及制造业公司的仓位，“物流是京东业务的重要组成部分。”</p>\n<p>凯瑟琳·伍德8月24日在接受彭博采访时表示，她对中国的看法是乐观的，而不是悲观：“从长远来看，我对中国并不悲观，我认为这是一个非常具有创业精神的社会。中国政府正在制定更多的规章制度，但我不认为其想要阻止增长和进步。”</p>\n<p>近期外资机构大手笔“抄底”</p>\n<p>Amber Hill Capital Ltd的资产管理总监 Jackson Wong表示：“我们看到市场上有很多对于中概股的抄底行动，其中包括对腾讯和阿里巴巴的大手笔买入。”</p>\n<p>Vanda Research在上周三的一份报告中表示，近期美国散户“抢购”阿里巴巴，使其成为上周一美国市场被购入量最多的一只股票，也导致了中国公司在美国的存托凭证（ADR）净购买超过4亿美元。</p>\n<p>华兴资本公司交易员Andy Maynard认为：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。”&nbsp;</p>\n<p>此外，一些投资者在抛售期间趁机买入。Aberdeen Standard Investments的资深基金经理Hugh Young本月早些时候表示，他的公司已经开始买入腾讯，并保持其大部分其他科技股仓位不变。</p>\n<p>而合计管理超过730亿美元的投资公司William Blair Investment Management则于最近推出了一只共同基金投资于中国市场。据了解，该基金由将由公司全球股票团队的Casey Preyss和Vivian Lin Thurston共同管理，将至少80%的资产投资于A股、港股以及ADR、GDR等。该公司合伙人 Robert Duwa表示。“自1990年代中期以来，中国一直是我们全球股票配置不可或缺的一部分。”</p>\n<p>在桥水基金二季度报告中可以发现，截至二季度末，该基金持有至少37家中国公司的股份，合计市值约12亿美元，并在二季度增持了13家公司，包括雾芯科技、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>等。截至6月30日，阿里巴巴、拼多多、京东、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>以7.19亿美元的总市值位列前五。桥水基金创始人达利欧日前在领英发文指出：中国的政策行动方向从未改变：即支持资本市场、企业家精神和对外开放投资的快速稳定发展。</p>\n<p><img src=\"https://static.tigerbbs.com/1e989048ea72408cb51a80fbc0599c73\" tg-width=\"898\" tg-height=\"695\" referrerpolicy=\"no-referrer\"></p>\n<p>以格雷厄姆投资策略衡量阿里巴巴</p>\n<p>在著名的美国散户聚集地Reddit论坛中，近期关于阿里巴巴股票的讨论也愈发热闹，有投资者直言，目前公司股价““极具吸引力””。</p>\n<p>还有一名格雷厄姆“信徒”发帖表示，现在市场符合格雷厄姆/防御性投资者标准的股票屈指可数， “（格雷厄姆投资策略）在过去20到30年里一直奏效。因此，对于我们许多人来说，阿里巴巴目前的股价可能是十年一次的机会。”</p>\n<p>有意思的是，一家位于美国里士满的投资者公司TRG Investments，其截至二季度的资产管理组合中，“全仓”了阿里巴巴的美股ADR，持股量为115.65万股，约合1.84亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/2f8f4a003ebd45498341c9f984d2b5a7\" tg-width=\"1080\" tg-height=\"128\" referrerpolicy=\"no-referrer\"></p>\n<p>Seeking Alpha网站分析师Victor Dergunov对阿里的股价给出了颇为乐观的期望：预计阿里巴巴明年的盈利为11.80美元/股，即使股价仅为20倍的净收益倍数，股价也将达到236美元，这相当于未来一年半的回报率约为 40%。</p>\n<p>他表示，而在更为乐观的情况下，如果让阿里巴巴在下一个财年末估值达到22倍，股价据目前将有55%的增幅潜力至260美元左右。“即便如此，与美国科技公司股票的估值相比，这仍将是一个非常便宜的价格。”&nbsp;</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163077887","content_text":"互联网公司遇上了“价值投资”，会擦出怎样的火花？\n近日，在美国散户著名聚集地“Reddit”等网站上，关于讨论阿里巴巴的帖子热度升温。有人喊话“加仓”，有人表示“等待买点信号出现”，还有人用格雷厄姆投资策略分析阿里的财务状况，认为“目前的股价可能是十年一次的机会。”\n此外，在京东披露半年报后，有“女版巴菲特”之称的“木头姐”凯瑟琳·伍德所创立的ARK基金，旗下的太空科技主题ETF (ARKX)于当地时间8月23日买入了超过16万股的京东ADR，合计约1200万美元。值得注意是，“木头姐”7月底接受媒体采访时曾透露，几乎已清仓中概股。如今，她在短时间对中概股态度却发生了转变。\n在近期中概股互联网公司股价跌跌不休之际，已有大量海外散户甚至是机构投资者认为阿里巴巴、腾讯等公司股价“极具吸引力”，并已经开始了抄底行动，甚至有机构发行新基金专门投向A股或港股市场。\n中概股“黄金坑”已至？在过去的一周，在美上市的中概股股价平均涨幅近8%，大幅跑赢同期A股股指，更有多个明星公司涨幅超20%。有机构投资者坦言：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。”\n中概股回温\n今年以来，受对冲基金爆仓、反垄断等因素影响，在美上市的中概股日子并不好过，不少明星公司股价持续走弱，甚至遭遇腰斩。据券商中国记者统计，在纳入统计的285只中概股中，年初至今的最大平均跌幅约为58.5%，新东方、高途集团股价最大跌幅分别为99%和98.4%，15家公司股价跌幅超90%。\n但随着市场对政策的解读逐渐乐观，以及部分等互联网公司披露了较为乐观的半年报，中概股在上周出现了集体回暖，有233只实现周内上涨，占比超8成，平均涨幅达到7.86%。个股来看，图森未来本周涨逾47%，雾芯科技、欢聚均涨逾30%，拼多多、京东均涨逾20%。\n\n京东此前披露上半年业绩数据显示：上半年公司收入4569亿元，同比增长32%，归属股东利润44.11亿元，同比减少75%。其中，二季度实现营收2538亿元，同比增长26.2%，高于彭博此前预期的2477亿元；归属股东净利润为7.94亿元，低于彭博预期的23.25亿元，主要原因是股权激励费用同比增加14亿元。半年报公布后，当日美股大涨14.44%，同系股票亦有可观涨幅。当日京东健康大涨14.50%；京东物流上涨7.21%。\n美国著名投资机构方舟投资管理公司 (ARK invest)在京东业绩发布后购买了其股票，数据显示，Ark旗下的Autonomous Technology&Robotics ETF（代码ARKQ）8月23日买进了京东的美国存托凭证，合计约1200万美元。该机构创始人凯瑟琳·伍德透露，该基金对中国企业进行了梳理，目前正整合在百货、物流及制造业公司的仓位，“物流是京东业务的重要组成部分。”\n凯瑟琳·伍德8月24日在接受彭博采访时表示，她对中国的看法是乐观的，而不是悲观：“从长远来看，我对中国并不悲观，我认为这是一个非常具有创业精神的社会。中国政府正在制定更多的规章制度，但我不认为其想要阻止增长和进步。”\n近期外资机构大手笔“抄底”\nAmber Hill Capital Ltd的资产管理总监 Jackson Wong表示：“我们看到市场上有很多对于中概股的抄底行动，其中包括对腾讯和阿里巴巴的大手笔买入。”\nVanda Research在上周三的一份报告中表示，近期美国散户“抢购”阿里巴巴，使其成为上周一美国市场被购入量最多的一只股票，也导致了中国公司在美国的存托凭证（ADR）净购买超过4亿美元。\n华兴资本公司交易员Andy Maynard认为：“几个月来，我第一次非常倾向于成为中国科技股的长期投资者。” \n此外，一些投资者在抛售期间趁机买入。Aberdeen Standard Investments的资深基金经理Hugh Young本月早些时候表示，他的公司已经开始买入腾讯，并保持其大部分其他科技股仓位不变。\n而合计管理超过730亿美元的投资公司William Blair Investment Management则于最近推出了一只共同基金投资于中国市场。据了解，该基金由将由公司全球股票团队的Casey Preyss和Vivian Lin Thurston共同管理，将至少80%的资产投资于A股、港股以及ADR、GDR等。该公司合伙人 Robert Duwa表示。“自1990年代中期以来，中国一直是我们全球股票配置不可或缺的一部分。”\n在桥水基金二季度报告中可以发现，截至二季度末，该基金持有至少37家中国公司的股份，合计市值约12亿美元，并在二季度增持了13家公司，包括雾芯科技、哔哩哔哩、腾讯音乐等。截至6月30日，阿里巴巴、拼多多、京东、蔚来和百度以7.19亿美元的总市值位列前五。桥水基金创始人达利欧日前在领英发文指出：中国的政策行动方向从未改变：即支持资本市场、企业家精神和对外开放投资的快速稳定发展。\n\n以格雷厄姆投资策略衡量阿里巴巴\n在著名的美国散户聚集地Reddit论坛中，近期关于阿里巴巴股票的讨论也愈发热闹，有投资者直言，目前公司股价““极具吸引力””。\n还有一名格雷厄姆“信徒”发帖表示，现在市场符合格雷厄姆/防御性投资者标准的股票屈指可数， “（格雷厄姆投资策略）在过去20到30年里一直奏效。因此，对于我们许多人来说，阿里巴巴目前的股价可能是十年一次的机会。”\n有意思的是，一家位于美国里士满的投资者公司TRG Investments，其截至二季度的资产管理组合中，“全仓”了阿里巴巴的美股ADR，持股量为115.65万股，约合1.84亿美元。\n\nSeeking Alpha网站分析师Victor Dergunov对阿里的股价给出了颇为乐观的期望：预计阿里巴巴明年的盈利为11.80美元/股，即使股价仅为20倍的净收益倍数，股价也将达到236美元，这相当于未来一年半的回报率约为 40%。\n他表示，而在更为乐观的情况下，如果让阿里巴巴在下一个财年末估值达到22倍，股价据目前将有55%的增幅潜力至260美元左右。“即便如此，与美国科技公司股票的估值相比，这仍将是一个非常便宜的价格。”","news_type":1,"symbols_score_info":{"JD":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145934720,"gmtCreate":1626185692460,"gmtModify":1703755105231,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145934720","repostId":"1162410134","repostType":4,"repost":{"id":"1162410134","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626179564,"share":"https://ttm.financial/m/news/1162410134?lang=&edition=fundamental","pubTime":"2021-07-13 20:32","market":"us","language":"en","title":"Consumer price index increases 5.4% in June vs. 5% estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1162410134","media":"Tiger Newspress","summary":"Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor D","content":"<p>Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.</p>\n<p>The consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.</p>\n<p>Stripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.</p>\n<p>Inflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.</p>\n<p>Policymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.</p>\n<p>Much of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.</p>\n<p>However, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.</p>\n<p>Consumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that</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>Consumer price index increases 5.4% in June vs. 5% estimate</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\">\nConsumer price index increases 5.4% in June vs. 5% estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-13 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.</p>\n<p>The consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.</p>\n<p>Stripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.</p>\n<p>Inflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.</p>\n<p>Policymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.</p>\n<p>Much of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.</p>\n<p>However, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.</p>\n<p>Consumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162410134","content_text":"Inflation continued its rapid surge in June, rising its fastest pace in nearly 13 years, the Labor Department reported Tuesday.\nThe consumer price index increased 5.4% from a year ago, the largest jump since just before the financial crisis. Economists surveyed by Dow Jones had been expecting a 5% gain.\nStripping out volatile food and energy prices, the core CPI rose 4.5%, the sharpest move for that measure since September 1991 and well above the estimate of 3.8%.\nInflation has been rising due to a number of factors, including supply chain bottlenecks, extraordinarily high demand as the Covid-19 pandemic eases, and year-over-year comparisons to a time when the economy was struggling to reopen in the early months of the crisis.\nPolicymakers at the Federal Reserve and the White House expect the current pressures to begin to ease, though central bank officials have acknowledged that inflation is stronger and perhaps more durable than they had anticipated.\nMuch of the price pressures have come from sectors particularly influenced by the shutdown – used car prices, air fares and transportation costs, to name three.\nHowever, housing and shelter prices continue to climb, adding fuel to the belief that inflation could stick around for a while.\nConsumers see prices overall up 4.8% in the next 12 months, according to a New York Fed survey released Monday, though a separate survey from Bank of America out Tuesday indicated that","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142903809,"gmtCreate":1626109553801,"gmtModify":1703753641449,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"Nothing happening&nbsp;","listText":"Nothing happening&nbsp;","text":"Nothing happening","images":[{"img":"https://static.tigerbbs.com/e744b887f288c06411f125050ecb8696","width":"1600","height":"2326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142903809","isVote":1,"tweetType":1,"viewCount":2283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":142903956,"gmtCreate":1626109494375,"gmtModify":1703753641122,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142903956","repostId":"2150531471","repostType":4,"isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142909117,"gmtCreate":1626109406539,"gmtModify":1703753640464,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"Not good","listText":"Not good","text":"Not good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142909117","repostId":"1175879126","repostType":4,"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140023100,"gmtCreate":1625620392300,"gmtModify":1703745009065,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>what is happening with Alibaba? Continuing downward for continuous four days","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>what is happening with Alibaba? Continuing downward for continuous four days","text":"$Alibaba(BABA)$what is happening with Alibaba? Continuing downward for continuous four days","images":[{"img":"https://static.tigerbbs.com/c52e78ffdc68a65aa7ad93717c4c0c5b","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140023100","isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157886958,"gmtCreate":1625577951574,"gmtModify":1703744144852,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157886958","repostId":"2149507863","repostType":4,"isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157881394,"gmtCreate":1625577900618,"gmtModify":1703744142544,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"Hope those will perform as expected&nbsp;","listText":"Hope those will perform as expected&nbsp;","text":"Hope those will perform as expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157881394","repostId":"2149507863","repostType":4,"isVote":1,"tweetType":1,"viewCount":2391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157889821,"gmtCreate":1625577835263,"gmtModify":1703744140255,"author":{"id":"4087711900619250","authorId":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087711900619250","idStr":"4087711900619250"},"themes":[],"htmlText":"Nice summary&nbsp;","listText":"Nice summary&nbsp;","text":"Nice summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157889821","repostId":"2149683063","repostType":4,"isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}